Merge pull request #204689 from bhavana-129/planview

Product Backlog Item 1980994: SaaS App Tutorial: Planview ID

Author: v-ccolin

articles/active-directory/saas-apps/planview-id-tutorial.md

@@ -0,0 +1,144 @@
+---
+title: 'Tutorial: Azure AD SSO integration with Planview ID'
+description: Learn how to configure single sign-on between Azure Active Directory and Planview ID.
+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: 07/11/2022
+ms.author: jeedes
+
+---
+
+# Tutorial: Azure AD SSO integration with Planview ID
+
+In this tutorial, you'll learn how to integrate Planview ID with Azure Active Directory (Azure AD). When you integrate Planview ID with Azure AD, you can:
+
+* Control in Azure AD who has access to Planview ID.
+* Enable your users to be automatically signed-in to Planview ID 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/).
+* Planview ID single sign-on (SSO) enabled subscription.
+* Along with Cloud Application Administrator, Application Administrator can also add or manage applications in Azure AD.
+For more information, see [Azure built-in roles](../roles/permissions-reference.md).
+
+## Scenario description
+
+In this tutorial, you configure and test Azure AD SSO in a test environment.
+
+* Planview ID supports **SP** and **IDP** initiated SSO.
+
+> [!NOTE]
+> Identifier of this application is a fixed string value so only one instance can be configured in one tenant.
+
+## Add Planview ID from the gallery
+
+To configure the integration of Planview ID into Azure AD, you need to add Planview ID 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 **Planview ID** in the search box.
+1. Select **Planview ID** 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 Planview ID
+
+Configure and test Azure AD SSO with Planview ID 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 Planview ID.
+
+To configure and test Azure AD SSO with Planview ID, 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 Planview ID SSO](#configure-planview-id-sso)** - to configure the single sign-on settings on application side.
+    1. **[Create Planview ID test user](#create-planview-id-test-user)** - to have a counterpart of B.Simon in Planview ID 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 **Planview ID** 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.
+
+   ![Screenshot shows to edit Basic S A M L Configuration.](common/edit-urls.png "Basic Configuration")
+
+1. On the **Basic SAML Configuration** section, perform the following step:
+
+    In the **Reply URL** textbox, type a URL using the following pattern:
+    `https://<Region>.id.planview.com/api/loginsso/callback`
+
+1. Click **Set additional URLs** and perform the following step, if you wish to configure the application in **SP** initiated mode:    
+
+    In the **Sign-on URL** text box, type a URL using the following pattern:
+    `https://<Region>.id.planview.com`
+
+    > [!Note]
+    > These values are not real. Update these values with the actual Reply URL and Sign on URL. Contact [Planview ID support team](mailto:[email protected]) to get these values. You can also refer to the patterns shown in the **Basic SAML Configuration** section in the Azure portal.
+
+1. On the **Set up single sign-on with SAML** page, In the **SAML Signing Certificate** section, click copy button to copy **App Federation Metadata Url** and save it on your computer.
+
+	![Screenshot shows the Certificate download link.](common/copy-metadataurl.png "Certificate")
+
+### 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 Planview ID.
+
+1. In the Azure portal, select **Enterprise Applications**, and then select **All applications**.
+1. In the applications list, select **Planview ID**.
+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 Planview ID SSO
+
+To configure single sign-on on **Planview ID** side, you need to send the **App Federation Metadata Url** to [Planview ID support team](mailto:[email protected]). They set this setting to have the SAML SSO connection set properly on both sides.
+
+### Create Planview ID test user
+
+In this section, you create a user called Britta Simon in Planview ID. Work with [Planview ID support team](mailto:[email protected]) to add the users in the Planview ID 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. 
+
+#### SP initiated:
+
+* Click on **Test this application** in Azure portal. This will redirect to Planview ID Sign-on URL where you can initiate the login flow.  
+
+* Go to Planview ID Sign-on URL directly and initiate the login flow from there.
+
+#### IDP initiated:
+
+* Click on **Test this application** in Azure portal and you should be automatically signed in to the Planview ID for which you set up the SSO. 
+
+You can also use Microsoft My Apps to test the application in any mode. When you click the Planview ID tile in the My Apps, if configured in SP mode you would be redirected to the application sign-on page for initiating the login flow and if configured in IDP mode, you should be automatically signed in to the Planview ID for which you set up the SSO. 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 Planview ID 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

@@ -1718,6 +1718,8 @@
         href: planmyleave-tutorial.md
       - name: Planview Enterprise One
         href: planview-enterprise-one-tutorial.md
+      - name: Planview ID
+        href: planview-id-tutorial.md
       - name: Planview LeanKit
         href: planview-leankit-tutorial.md
       - name: Pluralsight