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Merge pull request #109477 from v-nagta/factset
Product Backlog Item 972858: SaaS App Tutorial: FactSet Update
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‎articles/active-directory/saas-apps/factset-tutorial.md

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@@ -12,189 +12,142 @@ ms.service: active-directory
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ms.subservice: saas-app-tutorial
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ms.workload: identity
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ms.tgt_pltfrm: na
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ms.devlang: na
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ms.topic: tutorial
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ms.date: 02/07/2019
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ms.date: 04/06/2020
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ms.author: jeedes
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ms.collection: M365-identity-device-management
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---
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# Tutorial: Azure Active Directory integration with FactSet
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In this tutorial, you learn how to integrate FactSet with Azure Active Directory (Azure AD).
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Integrating FactSet with Azure AD provides you with the following benefits:
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# Tutorial: Azure Active Directory single sign-on (SSO) integration with FactSet
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* You can control in Azure AD who has access to FactSet.
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* You can enable your users to be automatically signed-in to FactSet (Single Sign-On) with their Azure AD accounts.
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* You can manage your accounts in one central location - the Azure portal.
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In this tutorial, you'll learn how to integrate FactSet with Azure Active Directory (Azure AD). When you integrate FactSet with Azure AD, you can:
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If you want to know more details about SaaS app integration with Azure AD, see [What is application access and single sign-on with Azure Active Directory](https://docs.microsoft.com/azure/active-directory/active-directory-appssoaccess-whatis).
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If you don't have an Azure subscription, [create a free account](https://azure.microsoft.com/free/) before you begin.
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* Control in Azure AD who has access to FactSet.
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* Enable your users to be automatically signed-in to FactSet with their Azure AD accounts.
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* Manage your accounts in one central location - the Azure portal.
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To learn more about SaaS app integration with Azure AD, see [What is application access and single sign-on with Azure Active Directory](https://docs.microsoft.com/azure/active-directory/manage-apps/what-is-single-sign-on).
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## Prerequisites
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To configure Azure AD integration with FactSet, you need the following items:
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To get started, you need the following items:
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* An Azure AD subscription. If you don't have an Azure AD environment, you can get one-month trial [here](https://azure.microsoft.com/pricing/free-trial/)
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* FactSet single sign-on enabled subscription
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* An Azure AD subscription. If you don't have a subscription, you can get a [free account](https://azure.microsoft.com/free/).
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* FactSet single sign-on (SSO) enabled subscription.
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## Scenario description
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In this tutorial, you configure and test Azure AD single sign-on in a test environment.
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In this tutorial, you configure and test Azure AD SSO in a test environment.
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* FactSet supports **SP** initiated SSO
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* FactSet supports **IDP** initiated SSO
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* Once you configure FactSet you can enforce session control, which protect exfiltration and infiltration of your organization’s sensitive data in real-time. Session control extend from Conditional Access. [Learn how to enforce session control with Microsoft Cloud App Security](https://docs.microsoft.com/cloud-app-security/proxy-deployment-any-app).
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## Adding FactSet from the gallery
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To configure the integration of FactSet into Azure AD, you need to add FactSet from the gallery to your list of managed SaaS apps.
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**To add FactSet from the gallery, perform the following steps:**
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1. In the **[Azure portal](https://portal.azure.com)**, on the left navigation panel, click **Azure Active Directory** icon.
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![The Azure Active Directory button](common/select-azuread.png)
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2. Navigate to **Enterprise Applications** and then select the **All Applications** option.
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![The Enterprise applications blade](common/enterprise-applications.png)
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3. To add new application, click **New application** button on the top of dialog.
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![The New application button](common/add-new-app.png)
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4. In the search box, type **FactSet**, select **FactSet** from result panel then click **Add** button to add the application.
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![FactSet in the results list](common/search-new-app.png)
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1. Sign in to the [Azure portal](https://portal.azure.com) using either a work or school account, or a personal Microsoft account.
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1. On the left navigation pane, select the **Azure Active Directory** service.
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1. Navigate to **Enterprise Applications** and then select **All Applications**.
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1. To add new application, select **New application**.
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1. In the **Add from the gallery** section, type **FactSet** in the search box.
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1. Select **FactSet** from results panel and then add the app. Wait a few seconds while the app is added to your tenant.
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## Configure and test Azure AD single sign-on
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## Configure and test Azure AD single sign-on for FactSet
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In this section, you configure and test Azure AD single sign-on with FactSet based on a test user called **Britta Simon**.
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For single sign-on to work, a link relationship between an Azure AD user and the related user in FactSet needs to be established.
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Configure and test Azure AD SSO with FactSet 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 FactSet.
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To configure and test Azure AD single sign-on with FactSet, you need to complete the following building blocks:
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To configure and test Azure AD SSO with FactSet, complete the following building blocks:
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1. **[Configure Azure AD Single Sign-On](#configure-azure-ad-single-sign-on)** - to enable your users to use this feature.
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2. **[Configure FactSet Single Sign-On](#configure-factset-single-sign-on)** - to configure the Single Sign-On settings on application side.
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3. **[Create an Azure AD test user](#create-an-azure-ad-test-user)** - to test Azure AD single sign-on with Britta Simon.
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4. **[Assign the Azure AD test user](#assign-the-azure-ad-test-user)** - to enable Britta Simon to use Azure AD single sign-on.
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5. **[Create FactSet test user](#create-factset-test-user)** - to have a counterpart of Britta Simon in FactSet that is linked to the Azure AD representation of user.
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6. **[Test single sign-on](#test-single-sign-on)** - to verify whether the configuration works.
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1. **[Configure Azure AD SSO](#configure-azure-ad-sso)** - to enable your users to use this feature.
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1. **[Create an Azure AD test user](#create-an-azure-ad-test-user)** - to test Azure AD single sign-on with B.Simon.
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1. **[Assign the Azure AD test user](#assign-the-azure-ad-test-user)** - to enable B.Simon to use Azure AD single sign-on.
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1. **[Configure FactSet SSO](#configure-factset-sso)** - to configure the single sign-on settings on application side.
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1. **[Create FactSet test user](#create-factset-test-user)** - to have a counterpart of B.Simon in FactSet that is linked to the Azure AD representation of user.
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1. **[Test SSO](#test-sso)** - to verify whether the configuration works.
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### Configure Azure AD single sign-on
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## Configure Azure AD SSO
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In this section, you enable Azure AD single sign-on in the Azure portal.
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Follow these steps to enable Azure AD SSO in the Azure portal.
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To configure Azure AD single sign-on with FactSet, perform the following steps:
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1. In the [Azure portal](https://portal.azure.com/), on the **FactSet** application integration page, find the **Manage** section and select **single sign-on**.
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1. On the **Select a single sign-on method** page, select **SAML**.
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1. On the **Set up single sign-on with SAML** page, click the edit/pen icon for **Basic SAML Configuration** to edit the settings.
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1. In the [Azure portal](https://portal.azure.com/), on the **FactSet** application integration page, select **Single sign-on**.
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![Edit Basic SAML Configuration](common/edit-urls.png)
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![Configure single sign-on link](common/select-sso.png)
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1. On the **Set up single sign-on with SAML** page, enter the values for the following fields:
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2. On the **Select a Single sign-on method** dialog, select **SAML/WS-Fed** mode to enable single sign-on.
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![Single sign-on select mode](common/select-saml-option.png)
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3. On the **Set up Single Sign-On with SAML** page, click **Edit** icon to open **Basic SAML Configuration** dialog.
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![Edit Basic SAML Configuration](common/edit-urls.png)
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4. On the **Basic SAML Configuration** section, perform the following steps:
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![FactSet Domain and URLs single sign-on information](common/sp-identifier.png)
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a. In the **Sign on URL** text box, type a URL using the following pattern:
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`https://<intendedDestinationURL>.factset.com?idpid=<GUID>`
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b. In the **Identifier (Entity ID)** text box, type a URL using the following pattern:
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a. In the **Identifier** text box, type a URL:
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`https://login.factset.com`
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> [!NOTE]
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> These values are not real. Update these values with the actual Sign on URL and Identifier. Contact your FactSet account representative to get these values. If you don't know who your FactSet representative is, you can find help on the [FactSet support numbers page](https://www.factset.com/support-numbers). You can also refer to the patterns shown in the **Basic SAML Configuration** section in the Azure portal.
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b. In the **Reply URL** text box, type a URL:
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`https://login.factset.com/services/saml2/`
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5. On the **Set up Single Sign-On with SAML** page, in the **SAML Signing Certificate** section, click **Download** to download the **Federation Metadata XML** from the given options as per your requirement and save it on your computer.
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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 metadata file and save it on your computer.
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![The Certificate download link](common/metadataxml.png)
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6. On the **Set up FactSet** section, copy the appropriate URL(s) as per your requirement.
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1. On the **Set up FactSet** section, copy the appropriate URL(s) based on your requirement.
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![Copy configuration URLs](common/copy-configuration-urls.png)
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a. Login URL
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b. Azure Ad Identifier
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c. Logout URL
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### Create an Azure AD test user
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### Configure FactSet Single Sign-On
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In this section, you'll create a test user in the Azure portal called B.Simon.
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To configure single sign-on on **FactSet** side, you need to send the downloaded **Federation Metadata XML** and appropriate copied URLs from Azure portal to FactSet Support individuals you are in contact with. They set this setting to have the SAML SSO connection set properly on both sides.
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### Create an Azure AD test user
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The objective of this section is to create a test user in the Azure portal called Britta Simon.
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1. In the Azure portal, in the left pane, select **Azure Active Directory**, select **Users**, and then select **All users**.
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![The "Users and groups" and "All users" links](common/users.png)
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2. Select **New user** at the top of the screen.
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![New user Button](common/new-user.png)
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3. In the User properties, perform the following steps.
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![The User dialog box](common/user-properties.png)
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a. In the **Name** field enter **BrittaSimon**.
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b. In the **User name** field type **brittasimon\@yourcompanydomain.extension**
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For example, [email protected]
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c. Select **Show password** check box, and then write down the value that's displayed in the Password box.
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d. Click **Create**.
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1. From the left pane in the Azure portal, select **Azure Active Directory**, select **Users**, and then select **All users**.
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1. Select **New user** at the top of the screen.
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1. In the **User** properties, follow these steps:
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1. In the **Name** field, enter `B.Simon`.
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1. In the **User name** field, enter the [email protected]. For example, `[email protected]`.
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1. Select the **Show password** check box, and then write down the value that's displayed in the **Password** box.
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1. Click **Create**.
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### Assign the Azure AD test user
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In this section, you enable Britta Simon to use Azure single sign-on by granting access to FactSet.
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1. In the Azure portal, select **Enterprise Applications**, select **All applications**, then select **FactSet**.
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![Enterprise applications blade](common/enterprise-applications.png)
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2. In the applications list, select **FactSet**.
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In this section, you'll enable B.Simon to use Azure single sign-on by granting access to FactSet.
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![The FactSet link in the Applications list](common/all-applications.png)
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1. In the Azure portal, select **Enterprise Applications**, and then select **All applications**.
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1. In the applications list, select **FactSet**.
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1. In the app's overview page, find the **Manage** section and select **Users and groups**.
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3. In the menu on the left, select **Users and groups**.
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![The "Users and groups" link](common/users-groups-blade.png)
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![The "Users and groups" link](common/users-groups-blade.png)
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1. Select **Add user**, then select **Users and groups** in the **Add Assignment** dialog.
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4. Click the **Add user** button, then select **Users and groups** in the **Add Assignment** dialog.
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![The Add User link](common/add-assign-user.png)
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![The Add Assignment pane](common/add-assign-user.png)
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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.
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1. If you're expecting any role value in the SAML assertion, in the **Select Role** dialog, select the appropriate role for the user from the list and then click the **Select** button at the bottom of the screen.
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1. In the **Add Assignment** dialog, click the **Assign** button.
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5. In the **Users and groups** dialog select **Britta Simon** in the Users list, then click the **Select** button at the bottom of the screen.
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## Configure FactSet SSO
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6. If you are expecting any role value in the SAML assertion then in the **Select Role** dialog select the appropriate role for the user from the list, then click the **Select** button at the bottom of the screen.
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7. In the **Add Assignment** dialog click the **Assign** button.
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To configure single sign-on on **FactSet** side, you need to send the downloaded **Federation Metadata XML** and appropriate copied URLs from Azure portal to FactSet account support representatives or to [FactSet Support Team](https://www.factset.com/contact-us). They set this setting to have the SAML SSO connection set properly on both sides.
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### Create FactSet test user
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In this section, you create a user called Britta Simon in FactSet. Work with your FactSet account support representatives to add the users in the FactSet platform. Users must be created and activated before you use single sign-on.
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In this section, you create a user called Britta Simon in FactSet. Work with your FactSet account support representatives or contact [FactSet Support Team](https://www.factset.com/contact-us) to add the users in the FactSet platform. Users must be created and activated before you use single sign-on.
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### Test single sign-on
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## Test SSO
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In this section, you test your Azure AD single sign-on configuration using the Access Panel.
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When you click the FactSet tile in the Access Panel, you should be automatically signed in to the FactSet for which you set up SSO. For more information about the Access Panel, see [Introduction to the Access Panel](https://docs.microsoft.com/azure/active-directory/active-directory-saas-access-panel-introduction).
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## Additional Resources
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## Additional resources
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- [ List of Tutorials on How to Integrate SaaS Apps with Azure Active Directory ](https://docs.microsoft.com/azure/active-directory/active-directory-saas-tutorial-list)
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- [What is application access and single sign-on with Azure Active Directory? ](https://docs.microsoft.com/azure/active-directory/active-directory-appssoaccess-whatis)
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- [What is conditional access in Azure Active Directory?](https://docs.microsoft.com/azure/active-directory/conditional-access/overview)
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- [List of Tutorials on How to Integrate SaaS Apps with Azure Active Directory](https://docs.microsoft.com/azure/active-directory/active-directory-saas-tutorial-list)
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- [Try FactSet with Azure AD](https://aad.portal.azure.com/)
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- [What is application access and single sign-on with Azure Active Directory?](https://docs.microsoft.com/azure/active-directory/active-directory-appssoaccess-whatis)
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- [What is session control in Microsoft Cloud App Security?](https://docs.microsoft.com/cloud-app-security/proxy-intro-aad)
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- [What is Conditional Access in Azure Active Directory?](https://docs.microsoft.com/azure/active-directory/conditional-access/overview)
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- [How to protect FactSet with advanced visibility and controls](https://docs.microsoft.com/cloud-app-security/proxy-intro-aad)
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