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Tutorial: Microsoft Entra integration with Lean

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In this tutorial, you learn how to integrate Lean with Microsoft Entra ID. Integrating Lean with Microsoft Entra ID provides you with the following benefits:

  • You can control in Microsoft Entra ID who has access to Lean.
  • You can enable your users to be automatically signed-in to Lean (Single Sign-On) with their Microsoft Entra accounts.
  • You can manage your accounts in one central location.

If you want to know more details about SaaS app integration with Microsoft Entra ID, see What is application access and single sign-on with Microsoft Entra ID. If you don't have an Azure subscription, create a free account before you begin.

Prerequisites

To configure Microsoft Entra integration with Lean, you need the following items:

  • A Microsoft Entra subscription. If you don't have a Microsoft Entra environment, you can get one-month trial here
  • Lean single sign-on enabled subscription

Scenario description

In this tutorial, you configure and test Microsoft Entra single sign-on in a test environment.

  • Lean supports SP initiated SSO

  • Lean supports Just In Time user provisioning

To configure the integration of Lean into Microsoft Entra ID, you need to add Lean from the gallery to your list of managed SaaS apps.

To add Lean from the gallery, perform the following steps:

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > New application.

  3. In the search box, type Lean, select Lean from result panel then click Add button to add the application.

    Lean in the results list

Configure and test Microsoft Entra single sign-on

In this section, you configure and test Microsoft Entra single sign-on with Lean based on a test user called Britta Simon. For single sign-on to work, a link relationship between a Microsoft Entra user and the related user in Lean needs to be established.

To configure and test Microsoft Entra single sign-on with Lean, you need to complete the following building blocks:

  1. Configure Microsoft Entra Single Sign-On - to enable your users to use this feature.
  2. Configure Lean Single Sign-On - to configure the Single Sign-On settings on application side.
  3. Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with Britta Simon.
  4. Assign the Microsoft Entra test user - to enable Britta Simon to use Microsoft Entra single sign-on.
  5. Create Lean test user - to have a counterpart of Britta Simon in Lean that is linked to the Microsoft Entra representation of user.
  6. Test single sign-on - to verify whether the configuration works.

Configure Microsoft Entra single sign-on

In this section, you enable Microsoft Entra single sign-on.

To configure Microsoft Entra single sign-on with Lean, perform the following steps:

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > Lean application integration page, select Single sign-on.

    Configure single sign-on link

  3. On the Select a Single sign-on method dialog, select SAML/WS-Fed mode to enable single sign-on.

    Single sign-on select mode

  4. On the Set up Single Sign-On with SAML page, click Edit icon to open Basic SAML Configuration dialog.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, perform the following steps:

    Lean Domain and URLs single sign-on information

    a. In the Sign on URL text box, type a URL using the following pattern: https://<SUBDOMAIN>.goodpractice.net/api/gpsso

    b. In the Identifier (Entity ID) text box, type a URL using the following pattern: bloom-goodpractice-<SUBDOMAIN>

    Note

    These values are not real. Update these values with the actual Sign on URL and Identifier. Contact Lean Client support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section.

  6. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click Download to download the Federation Metadata XML from the given options as per your requirement and save it on your computer.

    The Certificate download link

  7. On the Set up Lean section, copy the appropriate URL(s) as per your requirement.

    Copy configuration URLs

    a. Login URL

    b. Microsoft Entra Identifier

    c. Logout URL

Configure Lean Single Sign-On

To configure single sign-on on Lean side, you need to send the downloaded Federation Metadata XML and appropriate copied URLs from the application configuration to Lean support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create a Microsoft Entra test user

The objective of this section is to create a test user called Britta Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

In this section, you enable Britta Simon to use Azure single sign-on by granting access to Lean.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > Lean.

    Enterprise applications blade

  3. In the applications list, select Lean.

    The Lean link in the Applications list

  4. In the app's overview page, select Users and groups.

  5. Select Add user/group, then select Users and groups in the Add Assignment dialog.

    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Create Lean test user

In this section, a user called Britta Simon is created in Lean. Lean supports just-in-time user provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in Lean, a new one is created after authentication.

Test single sign-on

In this section, you test your Microsoft Entra single sign-on configuration using the Access Panel.

When you click the Lean tile in the Access Panel, you should be automatically signed in to the Lean for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources