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Setting up Single Sign On (SSO) with Active Directory Federated Services (ADFS)

Updated
 

Subscription Required: Single Sign On with SAML is available on select subscription plans only. Contact our Support Team to learn more: Send an email to Support

 

Note: This guide provides common steps for setting up Active Directory Federation Services (ADFS) as a SAML provider for Loopio Single Sign-On (SSO). While the defaults work in many situations, please consult the ADFS documentation for any company-specific details.

Setting Up SSO with ADFS

These instructions are specific to AFDS. To activate SSO with SAML 2.0 into your Loopio account, please reach out to our Support Team and check out our general SSO set up process.

Use the following steps to set up an ADFS Relying Party Trust with Loopio.

  1. Open the ADFS Management console
  2. Click Add Relying Party Trust in the Actions pane
  3. Click Start on the welcome step
    A_screenshot_of_the_Reying_Party_Trust_Wizard_welcome_step.png
  4. Import the Loopio metadata by uploading the metadata file provided to you by the Loopio Technical Contact in ADFS
    A_screenshot_of_the_modal_where_metadata_is_uploaded_in_ADFS.png
  5. Follow the remaining prompts from ADFS to create the Loopio-relying party trust
  6. Click Edit Claim Rules in the Actions pane
  7. Select Send LDAP Attributes as Claims for Claim rule template
    A_screenshot_of_the_modal_where_Claim_Rule_Template_is_being_set.png
  8. Enter a Claim rule name
  9. Select Active Directory for Attribute store
  10. Select Email Address for LDAP Attribute and select Name ID for Outgoing Claim Type
    A_screenshot_of_the_Configure_Clain_Rule_modal_in_ADFS.png
  11. Click Add Rule to add a Transform Claim Rule
  12. Select Transform an Incoming Claim for Claim rule template
  13. Enter a Claim rule name
  14. Select Email Address for Incoming claim type and Name ID for Outgoing claim type
  15. Select Email for Outgoing name ID format
    A_screenshot_of_the_Transform_Claim_Rule_Wiazrd_in_ADFS.png
  16. Double click on the new Relying Party Trust to open the properties window
  17. Navigate to the Advanced tab and ensure the Secure hash algorithm is set to SHA-256
    A_screenshot_of_the_Advanced_tab_in_the_Properties_window_of_the_Relying_Party_Trust_in_ADFS.png

When these configurations are completed you are ready to test out authentication in your Loopio account.

Read on about testing authentication and technical requirements for SAML 2.0 at: How Do I Set up Single Sign on (SSO) with SAML 2.0?

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