Merge pull request #175233 from bhavana-129/r-and-d-credit-services

Product Backlog Item 1608837: SaaS App Tutorial: R and D Tax Credit S…

Author: PMEds28

articles/active-directory/saas-apps/r-and-d-tax-credit-services-tutorial.md

@@ -0,0 +1,138 @@
+---
+title: 'Tutorial: Azure AD SSO integration with R and D Tax Credit Services : 10-wk Implementation'
+description: Learn how to configure single sign-on between Azure Active Directory and R and D Tax Credit Services.
+services: active-directory
+author: jeevansd
+manager: CelesteDG
+ms.reviewer: CelesteDG
+ms.service: active-directory
+ms.subservice: saas-app-tutorial
+ms.workload: identity
+ms.topic: tutorial
+ms.date: 10/14/2021
+ms.author: jeedes
+
+---
+
+# Tutorial: Azure AD SSO integration with R and D Tax Credit Services : 10-wk Implementation
+
+In this tutorial, you'll learn how to integrate R and D Tax Credit Services with Azure Active Directory (Azure AD). When you integrate R and D Tax Credit Services with Azure AD, you can:
+
+* Control in Azure AD who has access to R and D Tax Credit Services.
+* Enable your users to be automatically signed-in to R and D Tax Credit Services with their Azure AD accounts.
+* Manage your accounts in one central location - the Azure portal.
+
+## Prerequisites
+
+To get started, you need the following items:
+
+* An Azure AD subscription. If you don't have a subscription, you can get a [free account](https://azure.microsoft.com/free/).
+* R and D Tax Credit Services single sign-on (SSO) enabled subscription.
+
+## Scenario description
+
+In this tutorial, you configure and test Azure AD SSO in a test environment.
+
+* R and D Tax Credit Services supports **SP** initiated SSO.
+
+> [!NOTE]
+> Identifier of this application is a fixed string value so only one instance can be configured in one tenant.
+
+## Add R and D Tax Credit Services from the gallery
+
+To configure the integration of R and D Tax Credit Services into Azure AD, you need to add R and D Tax Credit Services from the gallery to your list of managed SaaS apps.
+
+1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
+1. On the left navigation pane, select the **Azure Active Directory** service.
+1. Navigate to **Enterprise Applications** and then select **All Applications**.
+1. To add new application, select **New application**.
+1. In the **Add from the gallery** section, type **R and D Tax Credit Services** in the search box.
+1. Select **R and D Tax Credit Services** from results panel and then add the app. Wait a few seconds while the app is added to your tenant.
+
+## Configure and test Azure AD SSO for R and D Tax Credit Services
+
+Configure and test Azure AD SSO with R and D Tax Credit Services using a test user called **B.Simon**. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in R and D Tax Credit Services.
+
+To configure and test Azure AD SSO with R and D Tax Credit Services, perform the following steps:
+
+1. **[Configure Azure AD SSO](#configure-azure-ad-sso)** - to enable your users to use this feature.
+    1. **[Create an Azure AD test user](#create-an-azure-ad-test-user)** - to test Azure AD single sign-on with B.Simon.
+    1. **[Assign the Azure AD test user](#assign-the-azure-ad-test-user)** - to enable B.Simon to use Azure AD single sign-on.
+1. **[Configure R and D Tax Credit Services SSO](#configure-r-and-d-tax-credit-services-sso)** - to configure the single sign-on settings on application side.
+    1. **[Create R and D Tax Credit Services test user](#create-r-and-d-tax-credit-services-test-user)** - to have a counterpart of B.Simon in R and D Tax Credit Services that is linked to the Azure AD representation of user.
+1. **[Test SSO](#test-sso)** - to verify whether the configuration works.
+
+## Configure Azure AD SSO
+
+Follow these steps to enable Azure AD SSO in the Azure portal.
+
+1. In the Azure portal, on the **R and D Tax Credit Services** application integration page, find the **Manage** section and select **single sign-on**.
+1. On the **Select a single sign-on method** page, select **SAML**.
+1. On the **Set up single sign-on with SAML** page, click the pencil icon for **Basic SAML Configuration** to edit the settings.
+
+   ![Edit Basic SAML Configuration](common/edit-urls.png)
+
+1. On the **Basic SAML Configuration** section, perform the following steps:
+
+	a. In the **Identifier (Entity ID)** text box, type the value:
+    `urn:pwcid:saml:sp:p`
+
+	b. In the **Reply URL** textbox, type the URL:
+	`https://login.pwc.com/openam/PWCIAuthConsumer/metaAlias/pwc/sp3`
+
+	c. In the **Sign on URL** text box, type the URL:
+    `https://researchcreditsolution.pwc.com/`
+
+1. On the **Set up single sign-on with SAML** page, in the **SAML Signing Certificate** section,  find **Federation Metadata XML** and select **Download** to download the certificate and save it on your computer.
+
+	![The Certificate download link](common/metadataxml.png)
+
+1. On the **Set up R and D Tax Credit Services** section, copy the appropriate URL(s) based on your requirement.
+
+	![Copy configuration URLs](common/copy-configuration-urls.png)
+
+### Create an Azure AD test user
+
+In this section, you'll create a test user in the Azure portal called B.Simon.
+
+1. From the left pane in the Azure portal, select **Azure Active Directory**, select **Users**, and then select **All users**.
+1. Select **New user** at the top of the screen.
+1. In the **User** properties, follow these steps:
+   1. In the **Name** field, enter `B.Simon`.  
+   1. In the **User name** field, enter the [email protected]. For example, `[email protected]`.
+   1. Select the **Show password** check box, and then write down the value that's displayed in the **Password** box.
+   1. Click **Create**.
+
+### Assign the Azure AD test user
+
+In this section, you'll enable B.Simon to use Azure single sign-on by granting access to R and D Tax Credit Services.
+
+1. In the Azure portal, select **Enterprise Applications**, and then select **All applications**.
+1. In the applications list, select **R and D Tax Credit Services**.
+1. In the app's overview page, find the **Manage** section and select **Users and groups**.
+1. Select **Add user**, then select **Users and groups** in the **Add Assignment** dialog.
+1. In the **Users and groups** dialog, select **B.Simon** from the Users list, then click the **Select** button at the bottom of the screen.
+1. If you are expecting a role to be assigned to the users, you can select it from the **Select a role** dropdown. If no role has been set up for this app, you see "Default Access" role selected.
+1. In the **Add Assignment** dialog, click the **Assign** button.
+
+## Configure R and D Tax Credit Services SSO
+
+To configure single sign-on on **R and D Tax Credit Services** side, you need to send the downloaded **Federation Metadata XML** and appropriate copied URLs from Azure portal to [R and D Tax Credit Services support team](https://www.pwc.com/us/en/services/tax/specialized-tax/research-development-credit.html). They set this setting to have the SAML SSO connection set properly on both sides.
+
+### Create R and D Tax Credit Services test user
+
+In this section, you create a user called Britta Simon in R and D Tax Credit Services. Work with [R and D Tax Credit Services support team](https://www.pwc.com/us/en/services/tax/specialized-tax/research-development-credit.html) to add the users in the R and D Tax Credit Services platform. Users must be created and activated before you use single sign-on.
+
+## Test SSO 
+
+In this section, you test your Azure AD single sign-on configuration with following options. 
+
+* Click on **Test this application** in Azure portal. This will redirect to R and D Tax Credit Services Sign-on URL where you can initiate the login flow. 
+
+* Go to R and D Tax Credit Services Sign-on URL directly and initiate the login flow from there.
+
+* You can use Microsoft My Apps. When you click the R and D Tax Credit Services tile in the My Apps, this will redirect to R and D Tax Credit Services Sign-on URL. For more information about the My Apps, see [Introduction to the My Apps](../user-help/my-apps-portal-end-user-access.md).
+
+## Next steps
+
+Once you configure R and D Tax Credit Services you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. [Learn how to enforce session control with Microsoft Cloud App Security](/cloud-app-security/proxy-deployment-aad).

articles/active-directory/saas-apps/toc.yml

@@ -1652,6 +1652,8 @@
         href: quickhelp-tutorial.md
       - name: Qumu Cloud
         href: qumucloud-tutorial.md
+      - name: R and D Tax Credit Services
+        href: r-and-d-tax-credit-services-tutorial.md
       - name: Rackspace SSO
         href: rackspacesso-tutorial.md
       - name: Raketa