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Tutorial: Microsoft Entra single sign-on (SSO) integration with Finvari

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In this tutorial, you'll learn how to integrate Finvari with Microsoft Entra ID. When you integrate Finvari with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to Finvari.
  • Enable your users to be automatically signed-in to Finvari with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

Prerequisites

To get started, you need the following items:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • Finvari single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Microsoft Entra SSO in a test environment.

  • Finvari supports SP initiated SSO.

  • Finvari supports Just In Time user provisioning.

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

  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 Add from the gallery section, type Finvari in the search box.
  4. Select Finvari from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra SSO for Finvari

Configure and test Microsoft Entra SSO with Finvari using a test user called B.Simon. For SSO to work, you need to establish a link relationship between a Microsoft Entra user and the related user in Finvari.

To configure and test Microsoft Entra SSO with Finvari, perform the following steps:

  1. Configure Microsoft Entra SSO - to enable your users to use this feature.
    1. Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with B.Simon.
    2. Assign the Microsoft Entra test user - to enable B.Simon to use Microsoft Entra single sign-on.
  2. Configure Finvari SSO - to configure the single sign-on settings on application side.
    1. Create Finvari test user - to have a counterpart of B.Simon in Finvari that is linked to the Microsoft Entra representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO.

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

  2. Browse to Identity > Applications > Enterprise applications > Finvari > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, click the pencil icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

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

    a. In the Identifier (Entity ID) text box, type a URL using the following pattern: https://us.finvari.com/<CUSTOMER>

    b. In the Reply URL text box, type a URL using the following pattern: https://us.finvari.com/<CUSTOMER>/auth/handler

    c. In the Sign on URL text box, type a URL using the following pattern: https://us.finvari.com/?program=<CUSTOMER>

    Note

    These values are not real. Update these values with the actual Identifier,Reply URL and Sign on URL. Contact Finvari 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, find Certificate (Base64) and select Download to download the certificate and save it on your computer.

    The Certificate download link

  7. On the Set up Finvari section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Create a Microsoft Entra test user

In this section, you'll create a test user called B.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 [email protected]. For example, [email protected].
    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'll enable B.Simon to use single sign-on by granting access to Finvari.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Finvari.
  3. In the app's overview page, select Users and groups.
  4. 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.

Configure Finvari SSO

To configure single sign-on on Finvari side, you need to send the downloaded Certificate (Base64) and appropriate copied URLs from the application configuration to Finvari support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create Finvari test user

In this section, a user called Britta Simon is created in Finvari. Finvari 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 Finvari, a new one is created after authentication.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

  • Click on Test this application, this will redirect to Finvari Sign-on URL where you can initiate the login flow.

  • Go to Finvari Sign-on URL directly and initiate the login flow from there.

  • You can use Microsoft My Apps. When you click the Finvari tile in the My Apps, this will redirect to Finvari Sign-on URL. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Finvari you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.