SSO Configuration: Microsoft Entra ID

Prerequisites:

• Admin access to Entra ID and Casebook.

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Step 1: Log in to Microsoft Entra

1. 1. Go to Microsoft Entra.
   2. Log in with your administrator credentials.

Step 2: Create a New Application

1. From the main menu, select Applications. This will display the list of Enterprise Applications.
2. In the main window, click the New Application button.
3. In the popup, select the option to Create your own application.
4. Enter the following details:
   • Application name: SSO client-nam.casebook.net
   • Select the third option in What are you looking to do with your application?:
     • Integrate any other application you don't find in the gallery (Non-gallery)
5. Click the Create button at the bottom of the popup pane.

Step 3: Set Up Single Sign-On

1. In the application window, select the Set up Single Sign-On option.
2. In the Single sign-on window, choose the SAML option.
   

Step 4: Configure Basic SAML Settings

1. On the Basic Single Sign-On Configuration page, select Basic SAML Configuration.
   
2. In the Basic SAML Configuration pane:
   • Click Add Identifier and enter the following:
     • Copy the Entity ID from the Casebook Security Page and paste it into the empty field.
   • Add the Reply URL from the Casebook Security Page.
3. Click Save.
   

Step 5: Download Federated Metadata

1. Still on the Basic SAML Configuration page, find SAML Certificates.
2. Download the Federated Metadata XML file.
   

Step 6: Upload Metadata to Casebook

1. Navigate to the Admin section in the Casebook platform.
   
2. Go to Security and find Single Sign-On.
3. In Step #3, upload the downloaded Metadata XML file and validate it.
4. In Step #4, map the email field by entering “email”.
5. Click the Turn On Single Sign-On button.

Step 7: Assign Users and Groups

1. Return to the Entra Enterprise Application page.
2. Navigate to Users and Groups.
3. Provide access to the appropriate list of users and/or groups.

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Tips

• • Ensure that you have the necessary permissions to create applications and configure SSO in both Microsoft Entra and the Casebook platform.
  • Double-check the Entity ID and Reply URL to avoid any authentication issues.