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Proactive SAML Single Sign-On (SSO) Configuration

  • Updated:

Introduction

This manual shows you how to set up SSO to Proactive using the SAML protocol. The configuration takes place in HelloID and requires you to send information to Proactive.

Requirements:

  • HelloID environment
  • Proactive environment
    • SSO has to be requested at Proactive, this might come with additional costs.

Create or Import a Certificate

If there is no certificate yet, a certificate must be imported or created. This can be done in the HelloID Administrator Portal under Settings > Certificates. For this tutorial, we will use a self-signed certificate. Learn more about certificates here.

Application Setup

Add the Proactive Application

Create a new application in HelloID by navigating to Applications > Applications. Open the Application Catalog and search for "Proactive". Find the SAML template, and click Add. Learn more about managing applications here.

Proactive_search.png

General tab

On the General tab, fill the default login URL with the ProActive environment SSO URL in the format "https://mijn.proactive.nl/{customer}". Optionally, you may also add a description. Click Next.

Proactive_general_tab.png

Single Sign-on tab

On the Single Sign-On tab, perform the following steps:

  1. For the Issuer field, provide your HelloID domain.
  2. Endpoint/ACS URL is set with a fixed value.
  3. Validate and use ACS request URL is always selected for security reasons.
  4. In the X509 Certificate dropdown, select the certificate that you created or imported previously.
  5. As SP-initiated URL enter the SSO URL of your Proactive environment in the format "https://mijn.proactive.nl/{customer}"
  6. Click Next.

Proactive_sso_tab.png

Self service tab

On the Self Service tab, choose whether to automatically create a Self Service product, which makes the application requestable.  This is optional. Click Next.

Finish tab

On the Finish tab, click Save to add the application to HelloID.

Proactive_finish.png

 

Configuring the Mapping Set

By default, the 'matching identifier' is set to the user's contact email. This is assuming the email address known in HelloID matches the Proactive user's email address.
If you wish to use another attribute, click here to learn more about attribute mappings.

Application metadata

After saving the Proactive application, click its Edit link on the applications overview. This will bring you to its properties page.

You now have the option to obtain the application metadata.

Dynamic Metadata (URL)

You can simply right-click Download metadata and copy the link address (something along the lines of https://enyoi.helloid.com/metadata/download?ApplicationGUID=e6e741f5-a469-4849-93f7-fe2e259a339f) at the right top of the screen.

Proactive_download_metadata.png

Replace the word 'download' with 'index' in the URL to view the metadata. This URL is the Dynamix Metadata URL.


Please provide this dynamic Metadata URL to Proactive.

The configuration of the HelloID application is finished.

Proactive Configuration

Request SAML

In order to make the connection, Proactive needs to add the connection on their side. This can be requested at Proactive, this might come with additional costs.

 To configure the SSO on the Proactive side, they will need the following information:

  1. Metadata URL
    Please provide the dynamic Metadata URL to Proactive.

The metadata can be sent to ProActive Support:
support@proactive.nl
023-5422299

They will generally enable SAML on their side within a few days.

Finishing Up

The Proactive application has now been added to HelloID, and a trust has been configured between Proactive and HelloID. You are now free to assign the application to users within your organization and begin testing it and using it. You can learn more about managing applications and assigning permissions here.