This article provides step-by-step instructions on how to configure Single Sign-On (SSO) using Entra ID, previously known as Azure.
Prerequisites:
- Admin access to Entra ID and Casebook.
Step 1: Log in to Microsoft Entra
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- Go to Microsoft Entra.
- Log in with your administrator credentials.
Step 2: Create a New Application
- From the main menu, select Applications. This will display the list of Enterprise Applications.
- In the main window, click the New Application button.
- In the popup, select the option to Create your own application.
- 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)
- Application name:
- Click the Create button at the bottom of the popup pane.
Step 3: Set Up Single Sign-On
- In the application window, select the Set up Single Sign-On option.
- In the Single sign-on window, choose the SAML option.
Step 4: Configure Basic SAML Settings
- On the Basic Single Sign-On Configuration page, select Basic SAML Configuration.
- 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.
- Click Add Identifier and enter the following:
- Click Save.
Step 5: Download Federated Metadata
- Still on the Basic SAML Configuration page, find SAML Certificates.
- Download the Federated Metadata XML file.
Step 6: Upload Metadata to Casebook
- Navigate to the Admin section in the Casebook platform.
- Go to Security and find Single Sign-On.
- In Step #3, upload the downloaded Metadata XML file and validate it.
- In Step #4, map the email field by entering “email”.
- Click the Turn On Single Sign-On button.
Step 7: Assign Users and Groups
- Return to the Entra Enterprise Application page.
- Navigate to Users and Groups.
- Provide access to the appropriate list of users and/or groups.
Tips
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- 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.