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Deltek Costpoint Cloud Configuring MSAzure With SAML

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114 views13 pages

Deltek Costpoint Cloud Configuring MSAzure With SAML

Uploaded by

sandeep singh
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Deltek Costpoint Cloud

Configuring Microsoft® Azure w/SAML

October 24, 2019


While Deltek has attempted to verify that the information in this document is accurate and complete,
some typographical or technical errors may exist. The recipient of this document is solely responsible for
all decisions relating to or use of the information provided herein.
The information contained in this publication is effective as of the publication date below and is subject to
change without notice.
This publication contains proprietary information that is protected by copyright. All rights are reserved. No
part of this document may be reproduced or transmitted in any form or by any means, electronic or
mechanical, or translated into another language, without the prior written consent of Deltek, Inc.
This edition published October 2019.
© Deltek, Inc.
Deltek’s software is also protected by copyright law and constitutes valuable confidential and proprietary
information of Deltek, Inc. and its licensors. The Deltek software, and all related documentation, is
provided for use only in accordance with the terms of the license agreement. Unauthorized reproduction
or distribution of the program or any portion thereof could result in severe civil or criminal penalties.
All trademarks are the property of their respective owners.

Configuring Microsoft® Azure w/SAML ii


Contents
Microsoft Azure Active Directory Gallery ...................................................................................................... 1
Step 1: Submit the SSO Setup Service Request .......................................................................................... 2
Step 2: Add and Configure Costpoint into Your Azure Admin Portal ............................................................ 3
Step 3: Set Up Costpoint User Accounts for Azure ...................................................................................... 9

Configuring Microsoft® Azure w/SAML iii


Microsoft Azure Active Directory Gallery

Microsoft Azure Active Directory Gallery


You can access Deltek Costpoint via a SAML-based Single Sign On with your Azure Active Directory
account. Setting up the SSO with Microsoft Azure AD is a simple, three-step process.

Step Description

1 Submit the SSO Setup Service Request

2 Add and Configure Costpoint into your MS Azure Admin Portal

3 Set up your Costpoint User Accounts for MS Azure

Configuring Microsoft® Azure w/SAML 1


Step 1: Submit the SSO Setup Service Request

Step 1: Submit the SSO Setup Service Request


You must be on Cognos 11 prior to enabling Azure SSO.

To submit the SSO setup service request:


1. Provide the following information in the Service Request:
 Fully Qualified Domain that your users authenticate against (for example, ACME.Local).
 Indicate which systems you want SAML enabled on.
2. Deltek will provide you with one XML file per Costpoint system on your account.
The files will be attached to your SSO Setup Service Request ticket. You will need these files to
complete the remaining steps.

Configuring Microsoft® Azure w/SAML 2


Step 2: Add and Configure Costpoint into Your Azure Admin Portal

Step 2: Add and Configure Costpoint into Your


Azure Admin Portal
Use the information provided in the SSO Setup Service Request to perform the initial configuration of MS
Azure.

To add and configure Costpoint into your MS Azure Admin portal:


1. Log into the MS Azure Admin Portal using the admin account with your company.

2. Locate and click Azure Active Directory.

3. Click Enterprise Applications.

Configuring Microsoft® Azure w/SAML 3


Step 2: Add and Configure Costpoint into Your Azure Admin Portal

4. To add new application, click New application.

5. In the Add from the gallery section, enter Costpoint in the search box.

6. Perform the following:


a. Select Costpoint from results panel.
b. Give it a name related to the system you are connecting to that makes sense to you and/or
your users.
c. Click Add.
Wait a few seconds while the app is added to your tenant.

Configuring Microsoft® Azure w/SAML 4


Step 2: Add and Configure Costpoint into Your Azure Admin Portal

The above example uses Costpoint Prod for the app name. You might want to name additional
instances Costpoint Sandbox, Costpoint, Test, or use your Costpoint system name into which
you log in. Anything that will clearly identify the system you are logging into for your users will
work. Since the app definition will include that system in the configuration, you would not have the
opportunity to specify into which Costpoint system you are logging. When you access the
application icon from the portal, you will be logged into that Costpoint system directly.
7. Once added, select Configure single sign-on.

8. Select SAML.

Configuring Microsoft® Azure w/SAML 5


Step 2: Add and Configure Costpoint into Your Azure Admin Portal

9. Click Upload metadata file.

10. Browse to where you downloaded the *.xml files provided to you in the service request case,
select the XML file for that specific Costpoint system, and click Add.

11. On the Basic SAML, the Identifier and Reply URL fields are automatically populated.
Do not change these.
12. In the Relay State field, enter system=<COSTPOINT SYSTEM NAME>, and save the record.
This is the Costpoint system name you are logging into (for example, TEST1CONFIG).

Configuring Microsoft® Azure w/SAML 6


Step 2: Add and Configure Costpoint into Your Azure Admin Portal

Warning: These values are case-sensitive. The word system MUST be in lowercase, and
the Costpoint system name should be in upper case.

13. When prompted to test, click No, I’ll test later since you have additional steps to complete before
it will work.

14. For each Application you set up, you need to capture the App Federation Metadata Url and
send that with the corresponding Costpoint system name.

Configuring Microsoft® Azure w/SAML 7


Step 2: Add and Configure Costpoint into Your Azure Admin Portal

Deltek needs this information to complete your Azure SSO setup. Please add this information to
your Service Request ticket as shown in the following example. The x’s will be replaced with your
specific identifiers. Repeat for each system you are configuring:
TEST1CONFIG https://login.microsoftonline.com/xxxxxxx-xxxx-xxxx-xxxx-
xxxxxxxxxxxx/federationmetadata/2007-06/federationmetadata.xml?appid=xxxxxxxx-
xxxx-xxxx-xxxx-xxxxxxxxxx

15. After receiving this information, Deltek will complete the Costpoint back-end configuration and
send you a confirmation that it has been completed.
16. Continue with the next step for setting up your users.

Configuring Microsoft® Azure w/SAML 8


Step 3: Set Up Costpoint User Accounts for Azure

Step 3: Set Up Costpoint User Accounts for Azure


To enable logging into Costpoint with your Azure credentials, you must first modify the authentication
properties of your Costpoint user account.

To set up your Costpoint user accounts:


1. Log into your Costpoint systems using a Cloud Active Directory (User Manager) account that has
access to the Manage Users application within Costpoint.
2. Navigate to Admin » Security » System Security » Manage Users.
3. Pull up the account that you want to modify, and click the Authentication tab.
4. Perform the following:
 In the Authentication Method drop-down field, select Active Directory.
 In the Active Directory or Certificate ID field, enter your user’s Active Directory username in
your domain.
This can be just the username or the username in UPN format (for example,
user@mydomain.local).
 If the user will be using SAML, select the SAML Single Signon check box

5. Save the record.


6. Repeat steps 3 thru 5 for each user in each Costpoint system with whom you would like to use
MS Azure authentication.
7. After your Costpoint accounts are set up, go back to Azure Administration and grant permissions
to use the application you provisioned earlier, if you have not done so already.

Configuring Microsoft® Azure w/SAML 9


About Deltek
Better software means better projects. Deltek is the leading global provider of enterprise software and
information solutions for project-based businesses. More than 23,000 organizations and millions of users
in over 80 countries around the world rely on Deltek for superior levels of project intelligence,
management and collaboration. Our industry-focused expertise powers project success by helping firms
achieve performance that maximizes productivity and revenue. www.deltek.com

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