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Incydr Professional and Enterprise
Incydr Basic and Advanced
Other product plans

Incydr Professional and Enterprise, yes.

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This article applies to Code42 cloud environments.

Other available versions:

On-premises

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Configure Azure for SSO in your Code42 environment

Overview

To configure your Code42 environment to use Azure AD for single sign-on (SSO), you must create a new enterprise application in Azure. This tutorial explains how to create the application in Azure and how to configure your Code42 cloud environment to use Azure AD for SSO. For more information about how Code42 implements SSO, see our introduction to single sign-on.

If you use Active Directory Federation Services (AD FS) for SSO on an Azure instance, see  Configure Microsoft AD FS for SSO in your Code42 cloud environment.

For instructions about how to use Azure with Code42's provisioning provider feature, see How to provision users to Code42 from Azure AD.

Considerations

  • Code42 usernames must match SSO usernames. How you accomplish this depends on how you deploy Code42 apps.
  • Code42 supports service provider-initiated SSO but does not support identity provider-initiated SSO. Therefore, users cannot sign in to your Code42 environment from the identity provider's website or application, but instead must log in using a browser bookmark. 
  • SSO provides user authentication but does not provide user management. Set up SCIM provisioning or use the Code42 console to manage users
  • Code42 does not support Single Logout (SLO). Users must sign out of the identity provider to end their single sign-on session.
  • To configure Code42 to support advanced SAML request configurations using the Code42 API, see Use the Code42 API to set SAML attributes
External authentication systems
Our Customer Champions can help with authentication issues caused by interaction with Code42 products. However, troubleshooting authentication issues outside your Code42 environment is beyond the scope of our Customer Champions. For assistance with external authentication systems, contact your authentication vendor.

Before you begin

Verify identity provider configuration
  • Make sure the SSL certificate of your SSO identity provider has been signed by a trusted Certificate Authority (CA).
  • Make sure you have administrative access to the identity provider or have contact with an identity provider administrator.
Verify network configuration
  • Configure your private network, Internet, and VPN settings to allow client devices to communicate with your identity provider on port 443. Test client connectivity to the identity provider before you proceed.
  • If you want to use URL-based metadata exchange to configure Code42 and the identity provider to work together, make sure two-way communication is available between them on TCP port 443. If two-way communication is not available or not allowed, you must download the identity provider's metadata file and make it accessible to Code42.
  • Confirm the required ports with your identity provider to determine if custom ports are being used.
Determine whether you need to configure multiple Code42 tenants

Before you begin configuring SSO for Code42, consider whether your company has more than one Code42 tenant that you need to connect to your SSO identity provider. Large companies and organizations often have separate, dedicated Code42 cloud instances (or "tenants") in use by different groups or departments. 

If you have more than one Code42 tenant to connect to your SSO identity provider, you need to obtain an entity ID URL for each Code42 tenant. An entity ID is a unique string that identifies a specific tenant to your SSO identity provider. The tenant-specific entity ID URL is composed of the Code42 domain followed by the tenant ID, and can be found in the Code42 service provider metadata URL file in each tenant. For example:

"entityId": "https://example.com/42424daa-424c-4e42-42c4-c424242420d4" 

Step 1: Determine the URLs for your Code42 environment

When you configure an identity provider to connect to Code42, typically you must provide the Code42 server login URL, entity ID, and Assertion Consumer Service (ACS) URL. To obtain these values: 

  1. Sign in to the Code42 console.
  2. Navigate to Administration > Integrations > Identity Management.
  3. Locate the Code42 service provider metadata URL:
    • When setting up an authentication provider for the first time, the URL appears on the main screen:
      Code42 service provider metadata URL on main screen
    • If you previously set up an authentication provider, the URL appears in the authentication provider details:
      Code42 service provider metadata URL on details screen.png
       
  4. The first portion of the URL is your Code42 server URL, for example, https://example.com. Record this URL for use later.
    To determine the login URL, add /login to the end. For example, https://example.com/login.
  5. Copy the Code42 service provider metadata URL and paste it in the address bar of a new browser window. 
    Your Code42 environment's metadata details appear. 
  6. Find the entityID. Record this URL for use later.
    obtain_entity_id_with_tenant_id_final.png
  7. Find the AssertionConsumerService and its Location URL value, for example, Location="https://example.com/api/SsoAuthLoginResponse". Record this URL for use later.
    ACS URL

Step 2: Add the Code42 app in Azure

  1. Sign in to your Azure portal
  2. Go to Azure Active Directory.
  3. Select Enterprise applications.
  4. Click New application.
    Add new application in Azure
  5. Add the Code42 application.
    1. In Add from the gallery enter Code42.
    2. Select the Code42 application.
    3. (Optional) Give the application a unique name.
    4. Click Add.
      The Code42 app is added to the list of enterprise applications.
  6. Modify the Code42 application's properties.
    1. Under Manage select Properties.
    2. For Enabled for users to sign in? select Yes.
    3. For User assignment required? select No.
    4. For Visible to users? select No.
    5. Click Save.
  7. Configure the Code42 application's single sign-on settings.
    1. Under Manage select Single sign-on.
    2. Select SAML.
    3. Click the edit button Edit button on Basic SAML Configuration and complete the fields with values you obtained in Step 1. For example:
      • Identifier (Entity ID)https://example.com 
      • Reply URL (Assertion Consumer Service URL)https://example.com/api/SsoAuthLoginResponse 
      • Sign on URLhttps://example.com/login 
    4. Click Save.
      Azure SAML settings
  8. In the Set up Single Sign-On with SAML panel, go to 3 SAML Signing Certificate and copy the App Federation Metadata Url. You will use this in Step 3.
  9. Make any other settings changes your new application requires, and add users to the new application. 
    See Microsoft's documentation for details on adding users and performing other application setup tasks in Azure.

Step 3: Add Azure to your Code42 console

  1. Sign in to the Code42 console.
  2. Navigate to Administration > Integrations > Identity Management.
    Authentication Provider screen
  3. Click Add Authentication Provider.
    Add Authentication Provider dialog
  4. In Display Name, enter an identity provider name to display to users who sign in with SSO.
    If your Code42 environment provides more than one SSO identity provider, users see a list of providers to choose from. They must select the provider configured for their Code42 organization.
  5. In Provider's Metadata, ensure that Enter URL is selected and paste the federation metadata URL you copied in Step 2.
    Custom domains are not supported
    When entering the URL for the XML metadata file, custom domains are not supported. You must use the standard domain of your identity provider. 
  6. Click Create Provider.
    Authentication provider settings appear.
    Authentication provider details
Apply provider to organizations in later steps
This provider will not be applied to an organization until you update the organization security settings. Do not apply this authentication provider to organizations yet. You will apply this provider to a test organization and to production organizations in later steps.

Step 4: Configure attribute mapping

  1. Next to Attribute Mapping, click the Edit icon. Edit_icon.png
  2. Deselect Use default mapping.
  3. Configure attribute mapping:
    1. Username: Select Use attribute tag and enter: http://schemas.xmlsoap.org/ws/2005/05/identity/claims/name
    2. Email: Enter one of the following: 
      • If users sign in using their Azure UPNhttp://schemas.xmlsoap.org/ws/2005/05/identity/claims/name
      • If users sign in using their emailhttp://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress
    3. First Namehttp://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname
    4. Last Namehttp://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname
  4. Click Save.

Step 5: Test SSO authentication

  1. Create a test user in your identity provider. 
  2. Sign in to the Code42 console.
  3. Create a test organization.
  4. Configure the test organization to use SSO.
    1. Navigate to Administration > Integrations > Organizations, then select the organization.
    2. From the action menu in the upper-right, select Edit.
    3. Click Security.
      Security tab
    4. Edit these settings in the Server section of the panel:
      1. Deselect Inherit security settings from parent.
      2. From Select an authentication method, choose SSO.
        The configured SSO identity providers appear.
      3. Select the identity providers that you want to offer for the organization.
      4. From Select a directory service, select Local.
    5. Click Save.
      The Enable Single Sign-on dialog appears.
      Enable SSO dialog
    6. Type ENABLE in the field provided and click Enable.
      The settings are saved to the organization. 
    7. To verify the settings, re-open the Security tab. Under Choose providers you should see the check box selected for your identity provider.
  5. Create a user in the test organization who matches the identity provider test user.
  6. In the upper-right of the Code42 console, select Account Account icon  > Sign Out.
  7. Sign back in to the Code42 console as the test user to verify that SSO is working.

Step 6: Apply to additional organizations

Enable SSO for one or more organizations in your Code42 environment. If two or more authentication providers are offered in your Code42 environment, tell the users in each organization which authentication provider they should choose when they sign in.

Option A: Enable SSO for a specific organization

  1. Sign in to the Code42 console.
  2. Navigate to Administration > Environment > Organizations, then select the organization.
  3. From the action menu, select Edit.
  4. Click Security.
    Security tab
  5. Deselect Inherit security settings from parent.
    Disabled inheritance
    If you disable inheritance for an organization, that organization is not affected by changes to its parent organization.
  6. From Select an authentication method, choose SSO.
    The configured authentication providers appear.
  7. Select the identity providers that you want to offer for the organization.
  8. From Select a directory service, select Local.
  9. Click Save.

Option B: Enable SSO for all organizations

Modify the system-wide organization settings to enable SSO for all organizations.

  1. Sign in to the Code42 console.
  2. Go to Administration > Environment > Organizations.
  3. Click on the top-level organization.
    The organization details appear.
  4. From the action menu, select Edit.
  5. Click Security.
    Apply provider to parent organization
  6. From Select an authentication method, choose SSO.
    The configured authentication providers appear.
  7. Select the identity providers that you want to offer to your organizations.
  8. From Select a directory service, select Local.
  9. Click Save.
  10. Under each child organization, make sure that Inherit security settings from parent is enabled.
    1. Click the child organization.
    2. From the action menu, select Edit.
    3. Click Security.
    4. Enable Inherit security settings from parent.

Step 7: Add new users who sign in with SSO

Option A: Add users in the Code42 console

Use the Code42 console to add users to an organization that uses SSO.

  • Verify that the users in the organization exist in the SSO identity provider used by the organization.
  • Make sure that the Code42 environment usernames match the SSO usernames.

Option B: Deploy the Code42 app

New users can register accounts in your Code42 environment:

  1. Distribute the Code42 app installer to new users
  2. Choose Sign up for an account when you open the Code42 app.
  3. Create an account using the SSO credentials. The Code42 app username must match the SSO username.

What to expect

Reduced authentication prompts

When users sign in with SSO, they do not need to re-enter credentials for subsequent authentication attempts until the SAML authentication token expires. A SAML token applies to an application rather than a device, which means that a user might need to enter credentials again when signing into a different app. 

For example, the single sign-in process differs whether users sign in to the Code42 console or the Code42 app:

  • Code42 console: When users sign in to the Code42 console, they are redirected in the web browser to sign in to their SSO identity provider. As soon as they sign in to their identity provider, the Code42 console launches. 
  • Code42 app: When users sign in to the Code42 app, following message appears: "To complete the sign in process, go to your web browser. This screen updates automatically once login is successful." A web browser window is automatically opened so they can complete the sign-in process in their SSO identity provider.  As soon as they sign in to their SSO identity provider in the provided web browser window, the Code42 app launches.

Losing access to an identity provider

If a user loses access to the identity provider, the Code42 app continues to back up, uninterrupted.

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