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Configuring SmartIQ SAML Settings

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At a minimum, the SmartIQ installation should have Forms Authentication to verify user identities as well as applying authorization based on their groups, roles and permissions.

Prerequisites

  • An existing SmartIQ environment installed with default Forms Authentication.

  • A SAML 2.0 provider with an Identity Provider (Idp) configured to:

    • Return a group memberships as an assertion attribute (e.g. IsMemberOf) (mandatory to ensure at least one user can be added to a SmartIQ Administrator Role after the switch to SAML) within the SAML assertion
    • Return profile information such as first and last name (Optional)

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Refer to Okta and Azure Active Directory for configuration settings.

  • Identity Providers for both SmartIQ Manage and SmartIQ Produce whereby:
    • The response is configured to be sent via HTTP-POST to: http://yourserver/Manage/account/samlauthenticate or http://yourserver/Produce/account/samlauthenticate respectively
    • The HTTP-POST response is signed.
    • A meaningful name is given to the Service Providers (usually Produce and Manage)
    • A certificate either installed on the SmartIQ web server or uploaded as file that can be used to check the SAML response signature (i.e. the certificate used by the IdP to sign the response).
    • A user configured in the SAML 2.0 provider for testing that is a member of at least one known group.
    • For single logout service, the Identity Provider should have the Single Logout Service response configured to be sent via HTTP-POST to: http://yourserver/Manage/Account/SamlLogout or http://yourserver/Produce/Account/SamlLogout respectively

SAML Authentication in Multi-Tenant Environments

To allow navigation to a specific tenancy and to authenticate using SAML instead of forms authentication:

  • When navigating to a specific form, SmartIQ is able to determine the tenancy of that form and will, therefore, use the authentication method defined by that tenancy.

  • A TenantId may be used to specify what tenancy to log in to if navigation to the Produce home page is required. The produce homepage in this situation will be the normal home page with "/b/" appended to the URL.

For example, if Produce is normally http://IQtransform.com, then a specific tenancy can be navigated to at http://IQtransform/b/12345, where the tenant id is 12345.

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Once a SAML Produce instance is navigated to, a cookie will be stored on that computer and will remember that SAML login is preferred when accessing that instance of SmartIQ. In this situation, in the unlikely situation where forms authentication is desired, the SAML tenancy must be logged out and cookies cleared.

SmartIQ Configuration

Step 1 - Identify a SAML Administrator Group

When the first user (usually a server administrator) attempts to access SmartIQ via SAML Authentication, SmartIQ needs to assign permissions to an External Group so they can access appropriate functions. If this step is not completed, user will not be able to administer anything post authentication.

Step 2 - Enable and Configure SAML

  1. Open the SmartIQ Manage application and log in as an Administrator with Change settings permission.

  2. Click Settings > SAML 2.0.

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  1. Provide the necessary information. Refer to Okta and Azure Active Directory for configuration and settings.
SettingDescription
SAML 2.0Provides the option to use SAML 2.0
Create UsersProvides the option to create a user in the SmartIQ platform. If unchecked, the user must already exist in SmartIQ to be able to login.
Manage Entity IdThe Entity Id of the Manage Service Provider. For example, Manage, ManageTest, ManageProd Etc.

For Azure Active Directory, the Application (client) ID will be the Manage Entity Id and Produce Identity Id.
 For OKTA, this is the Audience URI (SP Entity Id).

Note: Do this twice as the Manage Entity Id needs to be different from the Produce Entity Id.
Produce Entity IdThe Entity Id of the Produce Service Provider. For example, Produce, ProduceTest, ProduceProd Etc.

For Azure Active Directory, the Application (client) ID will be the Manage Entity Id and Produce Identity Id.
 For OKTA, this is the Audience URI (SP Entity Id).
Metadata URLEnables reading information about the requirements of the service from this URL.

* For Azure Active Directory, paste the Federation Metadata Document.
Identity Provider IssuerThe Issuer ID of the Identity Provider. For example, http://openam.example.com:8080/openam

* If using Okta, this information is labelled as “Identity Provider Issuer” when you click the “View Setup Instructions” button within the Settings page in Okta.
Identity Provider Login URLThe URL of the Single Sign on Service URL that SmartIQ will make the HTTP-Post Request to. For example, http://openam.example.com:8080/openam/SSOPOST/metaAlias/idp

* If using Okta, this information is labelled as “ Identity Provider Single Sign-On URL” when you click the “View Setup Instructions” button within the Settings page in Okta.
Identity Provider Logout URLThe URL of the Single Sign on Service that SmartIQ will make a logout request to. This value is optional. To use a logout service, you must also supply the SmartIQ Signing Certificate. For example, http://openam.example.com:8080/openam/metaAlias/#logout
Identity Provider CertificateThe certificate SmartIQ will use to check the signature received in the HTTP-POST Response.

A certificate can be installed in the server and referenced by a thumbprint or uploaded directly to the application.

* If using Okta, the certificate can be downloaded by clicking Download Certificate from the “View Setup Instructions” button within the Settings page in Okta.
SmartIQ Signing CertificateThe certificate SmartIQ will use to create the signature for the logout request.

A certificate can be installed on the server and referenced by a thumbprint (preferred) or uploaded directly to the application (not recommended as this requires the private key to be included without the password).
SmartIQ Signing AlgorithmProvides a selection of hashing methods for the SAML logout request.
Log ModeEnables capturing a more verbose description of all events during a SAML authentication (i.e. success and fail).
Last Failed SAML LoginDisplays the last failed message, if logging has been turned on.

Step 3 - User Profile Mapping

As attributes specified in a SAML response are arbitrary, it is necessary to map particular user profile fields to the values provided in the SAML response.

  1. Open the SmartIQ Manage application and log in as an Administrator with Change settings permission.

  2. Click Settings > User Profile Mapping.

  3. Provide at least the name of the attribute where the user’s Group Memberships are specified. Optionally specify any other user fields.

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Available User Profile Mapping Fields:

SettingDescription
User NameA field to use for the SmartIQ Username if the default SAML ‘NameID’ element does not contain a meaningful value. This is a required field.

For example, use the email address.
GroupsThe element to look for the user’s group Memberships.
Prefix, Job Title, Organization,
Last Name, Phone Number, Full Name, Fax Number, Email, Address Line 1,
Address Line 2, Suburb/Town/City,
State/Province/Region, Postal/Zip Code,
Country		Regular fields
CultureA culture code to use for example en-AU, zh-CN, es, etc
LanguageA language to use must be supported by SmartIQ. Possible values:
ar
 zh-cn
zh-tw
 nl
en
 en-us
fr
 fr-ca
de
 ko
pt
 es
* th
Time ZoneAn appropriate user time zone. Possible Values:

Dateline Standard Time
 UTC-11
Samoa Standard Time
 Hawaiian Standard Time
Alaskan Standard Time
 Pacific Standard Time (Mexico)
Pacific Standard Time
 US Mountain Standard Time
Mountain Standard Time (Mexico)
 Mountain Standard Time
Central America Standard Time
 Central Standard Time
Central Standard Time (Mexico)
 Canada Central Standard Time
SA Pacific Standard Time
 Eastern Standard Time
US Eastern Standard Time
 Venezuela Standard Time
Paraguay Standard Time
 Atlantic Standard Time
Central Brazilian Standard Time
 SA Western Standard Time
Pacific SA Standard Time
 Newfoundland Standard Time
E. South America Standard Time
 Argentina Standard Time
SA Eastern Standard Time
 Greenland Standard Time
Montevideo Standard Time
 UTC-02
Mid-Atlantic Standard Time
 Azores Standard Time
Cape Verde Standard Time
 Morocco Standard Time
UTC
 GMT Standard Time
Greenwich Standard Time
 W. Europe Standard Time
Central Europe Standard Time
 Romance Standard Time
Central European Standard Time
 W. Central Africa Standard Time
Namibia Standard Time
 Jordan Standard Time
GTB Standard Time
 Middle East Standard Time
Egypt Standard Time
 Syria Standard Time
South Africa Standard Time
 FLE Standard Time
Israel Standard Time
 E. Europe Standard Time
Arabic Standard Time
 Arab Standard Time
Russian Standard Time
 E. Africa Standard Time
Iran Standard Time
 Arabian Standard Time
Azerbaijan Standard Time
 Mauritius Standard Time
Georgian Standard Time
 Caucasus Standard Time
Afghanistan Standard Time
 Ekaterinburg Standard Time
Pakistan Standard Time
 West Asia Standard Time
India Standard Time
 Sri Lanka Standard Time
Nepal Standard Time
 Central Asia Standard Time
Bangladesh Standard Time
 N. Central Asia Standard Time
Myanmar Standard Time
 SE Asia Standard Time
North Asia Standard Time
 China Standard Time
North Asia East Standard Time
 Singapore Standard Time
W. Australia Standard Time
 Taipei Standard Time
Ulaanbaatar Standard Time
 Tokyo Standard Time
Korea Standard Time
 Yakutsk Standard Time
Cen. Australia Standard Time
 AUS Central Standard Time
E. Australia Standard Time
 AUS Eastern Standard Time
West Pacific Standard Time
 Tasmania Standard Time
Vladivostok Standard Time
 Central Pacific Standard Time
New Zealand Standard Time
 UTC+12
Fiji Standard Time
 Kamchatka Standard Time
* Tonga Standard Time
  1. Click Save.

Step 4 - Test

  1. Close all browsers to ensure any existing SmartIQ sessions are removed.

  2. Open a new browser and navigate to SmartIQ Manage or Produce.

SmartIQ will create a SAML session as per the configured settings. If logging in for the first time, the Identity Provider's Login screen should appear or, if you already have an existing session, you should be redirected to the Produce or Manage Home page.

Updated over 2 years ago