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      SSO Configuration: Microsoft Entra ID

      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

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

      Screenshot 2024-09-23 at 5.02.42 PM

      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. Screenshot 2024-10-01 at 10.12.03 AM
      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.
        Screenshot 2024-09-25 at 9.50.34 PM

      Step 4: Configure Basic SAML Settings

      1. On the Basic Single Sign-On Configuration page, select Basic SAML Configuration.
        Screenshot 2024-09-25 at 9.54.22 PM
      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.
        Screenshot 2024-10-01 at 10.16.03 AM

      Step 5: Download Federated Metadata

      1. Still on the Basic SAML Configuration page, find SAML Certificates.
      2. Download the Federated Metadata XML file.
        Screenshot 2024-10-01 at 10.19.43 AM

      Step 6: Upload Metadata to Casebook

      1. Navigate to the Admin section in the Casebook platform.
        Screenshot 2024-10-01 at 10.20.48 AM
      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.

      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.