Configure Shibboleth for SSO in your Code42 cloud environment

Overview

This tutorial explains how to configure your Code42 cloud environment to use single sign-on (SSO) with Shibboleth. If you have an on-premises authority server, see the instructions for configuring Shibboleth.

This article assumes you are already familiar with SSO and the SAML standard. For more information about how the Code42 platform implements SSO, see our Introduction to single sign-on.

Compatible Code42 platform components

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: Add an authentication provider

Follow the steps below for adding the authentication provider's metadata URL to the Code42 console. If your organization is part of the InCommon federation, you can add the InCommon metadata, and select your organization's metadata URL from the list. Follow the steps under Shibboleth if you are not part of the InCommon federation.

InCommon

Step 1: Enter the InCommon metadata

Sign in to the Code42 console.
Navigate to Administration > Integrations > Identity Management.
Click Add Authentication Provider.
In Display Name, enter the federation name.
In Provider's Metadata, ensure that Enter URL is selected and paste the URL. For the InCommon federation, use the IdP-only aggregate: https://md.incommon.org/InCommon/InCommon-metadata-idp-only.xml

Click Create Provider.
Code42 automatically detects that the provider's metadata URL belongs to a federation, and details for the federation appear.

Step 2: Select your identity provider

Shibboleth

Enter Shibboleth metadata

Use the Shibboleth metadata URL provided by your institution.

Sign in to the Code42 console.
Navigate to Administration > Integrations > Identity Management.
Click Add authentication provider.
The Add Authentication Provider dialog appears.
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.
In Provider's Metadata, ensure that Enter URL is selected and paste the URL for the identity provider metadata XML file, or click Upload XML File and select the XML file for upload.

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.
Click Create Provider.
Authentication provider settings appear.

Provider information message

Note the following message on the dialog:
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.

If you choose not to use default mapping, you can use Attribute Mapping to customize mappings between Code42 platform user attributes and authentication provider SSO assertion attributes.
1. Click Edit.
2. Deselect Use default mapping.
3. Configure mapping settings for each Code42 platform user attribute.
  Each field supports up to 128 characters.
  - Username: Specify the SSO identifier or attribute that maps to the Code42 platform username.
    - Select Use nameId to use the SSO name identifier.
    - Select Use attribute tag to enter a custom SSO attribute.
  - Email: Enter the SSO attribute that contains user email addresses.
  - First Name: Enter the SSO attribute that contains user first names.
  - Last Name: Enter the SSO attribute that contains user last names.
4. Click Save.
(Optional) Local Users displays the current user. If there are any other users you want to exempt from using this authentication provider to log in, enter them here.

Step 2: Prepare Shibboleth

There are two ways to exchange metadata between your Code42 environment and the Shibboleth identity provider:

If two-way communication is possible between Shibboleth and your {{c42cloud}} instance, use URL-based metadata exchange. This method periodically retrieves metadata from a given URL and stores the metadata file locally, so it can be used if the remote source is unavailable.
If two-way communication is not available, use file-based metadata exchange.

For more information about adding a service provider to Shibboleth, see the Shibboleth documentation.

Shibboleth option A: URL-based metadata exchange

Configure your Code42 environment as a file-backed HTTP metadata provider.

Make sure the Shibboleth identity provider can access the Code42 service provider metadata URL.
Find your Code42 environment's metadata URL under Administration > Integrations > Identity Management on the Authentication Providers tab.
Configure your Shibboleth identity provider to accept authentication requests from your Code42 environment.
- Edit the file ${Shibboleth}/conf/relying-party.xml.
- Add or modify the MetadataProvider element for your Code42 environment.
  Copied!
```
<MetadataProvider xsi:type="FileBackedHTTPMetadataProvider" xmlns="urn:mace:shibboleth:2.0:metadata"
                  id="Code42_Environment"
                  metadataURL="https://console.us.code42.com/api/SsoAuthSpMetadata?registrationkey=xxxxxxxxxxxxxxxx"
                  backingFile="/tmp/idp-metadata.xml" />
```
  Set the following values by modifying the text between the quotes:
  - id: A name for your Code42 environment.
  - metadataURL: Your Code42 environment's service provider metadata URL.
  - backingFile: The path to the backup copy of the service provider metadata file on the identity provider.

Shibboleth option B: File-based metadata exchange

Configure Code42 as a filesystem metadata provider.

Download the Code42 service provider metadata file, and upload it to the identity provider.
The service provider metadata file is located in the Code42 console in the authentication provider details.
Configure your Shibboleth identity provider to accept authentication requests from Code42.
- Edit the file ${Shibboleth}/conf/relying-party.xml.
- Add or modify the MetadataProvider element.
  Copied!
```
<MetadataProvider xsi:type="FilesystemMetadataProvider" xmlns="urn:mace:shibboleth:2.0:metadata"
                  id="Code42_Environment"
                  metadataFile="/path/to/my/metadata.xml" />
```
  Set the following values by modifying the text between the quotes:
  - id: A name for your Code42 environment.
  - metadataFile: The path to the Code42 service provider metadata file on the Shibboleth identity provider.

Configure your Shibboleth identity provider to sign assertions

The Code42 console expects assertions to be signed. See Shibboleth's documentation for more information.

Edit the file ${Shibboleth}/conf/relying-party.xml.
Add or modify the ProfileConfiguration element, for example:

<RelyingParty id="urn:example.org" provider="https://idp.example.org" defaultSigningCredentialRef="ExampleOrgCred">
    <ProfileConfiguration xsi:type="saml:SAML2SSOProfile" signAssertions="always"/>
</RelyingParty>

Set the signAssertions attribute to always.

Step 4: Test SSO authentication

Incydr Professional and Enterprise

Create a test user in your identity provider.
Sign in to the Code42 console.
Create a test organization.
Configure the test organization to use SSO.
1. On the Authentication tab, click Edit in the Authentication Provider section.
2. Deselect Inherit settings from parent organization.
3. For the Authentication method select SSO.
4. Select the authentication provider to use to authenticate users.
  This list shows the authentication providers you have already configured in the Code42 console.
5. Click Save.
Create a user in the test organization who matches the identity provider test user.
In the upper-right of the Code42 console, select Account > Sign Out.
Sign back in to the Code42 console as the test user to verify that SSO is working.

Incydr Basic and Advanced, CrashPlan Cloud, and other plans

Create a test user in your identity provider.
Sign in to the Code42 console.
Create a test organization.
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.
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.
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.
Create a user in the test organization who matches the identity provider test user.
In the upper-right of the Code42 console, select Account > Sign Out.
Sign back in to the Code42 console as the test user to verify that SSO is working.

Step 5: Configure organizations to use SSO

Incydr Professional and Enterprise

Select Administration > Environment > Organizations.
Click the organization in the table for which you want to configure authentication provider settings.
On the Authentication tab, click Edit in the Authentication Provider section.
If applicable, use the Inherit settings from parent organization slider to identify whether the organization inherits these settings from its parent organization.
This slider configures the organization to take on the security settings of the organization defaults (for top-level or system-wide organizations) or its parent organization. When enabled, settings must be edited at the top-level organization default or parent organization level. This slider is not available for the top-level organization.
For the Authentication method select SSO.
Select the authentication provider to use to authenticate users.
This list shows the authentication providers you have already configured in the Code42 console.
Click Save.

For more information, see Configure an organization's authentication provider settings.

Incydr Basic and Advanced, CrashPlan Cloud, and other plans

Option A: Enable SSO for a specific organization

Sign in to the Code42 console.
Navigate to Administration > Environment > Organizations, then select the organization.
From the action menu, select Edit.
Click Security.
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.
From Select an authentication method, choose SSO.
The configured authentication providers appear.
Select the identity providers that you want to offer for the organization.
From Select a directory service, select Local.
Click Save.

Option B: Enable SSO for all organizations

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

Sign in to the Code42 console.
Go to Administration > Environment > Organizations.
Click on the top-level organization.
The organization details appear.
From the action menu, select Edit.
Click Security.
From Select an authentication method, choose SSO.
The configured authentication providers appear.
Select the identity providers that you want to offer to your organizations.
From Select a directory service, select Local.
Click Save.
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 6: Add new users that sign in with SSO

Option A: Add users in the Code42 console

Option B: Deploy the Code42 app

Distribute the Code42 app to new users.

Incydr Professional and Enterprise
New user accounts created with SSO registration are created automatically in Code42.
Incydr Basic and Advanced, CrashPlan Cloud, and other plans
- New user accounts created silent SSO registration are created automatically in Code42.
- New user accounts created with manual registration requires new users to register in the Code42 environment. Users choose Sign up for an account when they open the Code42 app and they create an account using their 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 (Incydr Basic and Advanced, CrashPlan Cloud, and other plans only): 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

Incydr Basic and Advanced, CrashPlan Cloud, and other plans only

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

External resources

Wikipedia:
- Single sign-on
- SAML
Shibboleth:
- Metadata Configuration
- FilesystemMetadataProvider

Overview

Compatible Code42 platform components

Considerations

Before you begin

Step 1: Add an authentication provider

InCommon

Step 1: Enter the InCommon metadata

Step 2: Select your identity provider

Shibboleth

Enter Shibboleth metadata

Step 2: Prepare Shibboleth

Shibboleth option A: URL-based metadata exchange

Shibboleth option B: File-based metadata exchange

Configure your Shibboleth identity provider to sign assertions

Step 4: Test SSO authentication

Incydr Professional and Enterprise

Incydr Basic and Advanced, CrashPlan Cloud, and other plans

Step 5: Configure organizations to use SSO

Incydr Professional and Enterprise

Incydr Basic and Advanced, CrashPlan Cloud, and other plans

Option A: Enable SSO for a specific organization

Option B: Enable SSO for all organizations

Step 6: Add new users that sign in with SSO

Option A: Add users in the Code42 console

Option B: Deploy the Code42 app

What to expect

Reduced authentication prompts

Losing access to an identity provider

External resources

Related topics