Merge pull request #107438 from v-hagamp/planview

Product Backlog Item 955710: SaaS App Tutorial: Planview Enterprise One

Author: GitHubber17

articles/active-directory/saas-apps/planview-enterprise-one-tutorial.md

@@ -0,0 +1,155 @@
+---
+title: 'Tutorial: Azure Active Directory single sign-on (SSO) integration with Planview Enterprise One | Microsoft Docs'
+description: Learn how to configure single sign-on between Azure Active Directory and Planview Enterprise One.
+services: active-directory
+documentationCenter: na
+author: jeevansd
+manager: mtillman
+ms.reviewer: barbkess
+
+ms.assetid: 933a5b89-e795-4f63-b310-9277d6a32729
+ms.service: active-directory
+ms.subservice: saas-app-tutorial
+ms.workload: identity
+ms.tgt_pltfrm: na
+ms.topic: tutorial
+ms.date: 03/12/2020
+ms.author: jeedes
+
+ms.collection: M365-identity-device-management
+---
+
+# Tutorial: Azure Active Directory single sign-on (SSO) integration with Planview Enterprise One
+
+In this tutorial, you'll learn how to integrate Planview Enterprise One with Azure Active Directory (Azure AD). When you integrate Planview Enterprise One with Azure AD, you can:
+
+* Control in Azure AD who has access to Planview Enterprise One.
+* Enable your users to be automatically signed-in to Planview Enterprise One with their Azure AD accounts.
+* Manage your accounts in one central location - the Azure portal.
+
+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).
+
+## 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 Enterprise One single sign-on (SSO) enabled subscription.
+
+## Scenario description
+
+In this tutorial, you configure and test Azure AD SSO in a test environment.
+
+* Planview Enterprise One supports **SP** initiated SSO
+* Once you configure Planview Enterprise One 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-aad)
+
+
+## Adding Planview Enterprise One from the gallery
+
+To configure the integration of Planview Enterprise One into Azure AD, you need to add Planview Enterprise One from the gallery to your list of managed SaaS apps.
+
+1. Sign in to the [Azure portal](https://portal.azure.com) 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 Enterprise One** in the search box.
+1. Select **Planview Enterprise One** 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 single sign-on for Planview Enterprise One
+
+Configure and test Azure AD SSO with Planview Enterprise One 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 Enterprise One.
+
+To configure and test Azure AD SSO with Planview Enterprise One, complete the following building blocks:
+
+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 Enterprise One SSO](#configure-planview-enterprise-one-sso)** - to configure the single sign-on settings on application side.
+    1. **[Create Planview Enterprise One test user](#create-planview-enterprise-one-test-user)** - to have a counterpart of B.Simon in Planview Enterprise One 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](https://portal.azure.com/), on the **Planview Enterprise One** 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 edit/pen icon for **Basic SAML Configuration** to edit the settings.
+
+   ![Edit Basic SAML Configuration](common/edit-urls.png)
+
+1. On the **Basic SAML Configuration** section, enter the values for the following fields:
+
+	a. In the **Sign on URL** text box, type a URL using the following pattern:
+    `https://<SUBDOMAIN>.pvcloud.com/planview`
+
+    b. In the **Identifier (Entity ID)** text box, type a URL using the following pattern:
+    `https://<SUBDOMAIN>.pvcloud.com/planview`
+
+	> [!NOTE]
+	> These values are not real. Update these values with the actual Sign on URL and Identifier. Contact [Planview Enterprise One Client 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,  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 Planview Enterprise One** 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 Planview Enterprise One.
+
+1. In the Azure portal, select **Enterprise Applications**, and then select **All applications**.
+1. In the applications list, select **Planview Enterprise One**.
+1. In the app's overview page, find the **Manage** section and select **Users and groups**.
+
+   ![The "Users and groups" link](common/users-groups-blade.png)
+
+1. Select **Add user**, then select **Users and groups** in the **Add Assignment** dialog.
+
+	![The Add User link](common/add-assign-user.png)
+
+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'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.
+1. In the **Add Assignment** dialog, click the **Assign** button.
+
+## Configure Planview Enterprise One SSO
+
+To configure single sign-on on **Planview Enterprise One** side, you need to send the downloaded **Federation Metadata XML** and appropriate copied URLs from Azure portal to [Planview Enterprise One support team](mailto:[email protected]). They set this setting to have the SAML SSO connection set properly on both sides.
+
+### Create Planview Enterprise One test user
+
+In this section, you create a user called B.Simon in Planview Enterprise One. Work with [Planview Enterprise One support team](mailto:[email protected]) to add the users in the Planview Enterprise One 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 using the Access Panel.
+
+When you click the Planview Enterprise One tile in the Access Panel, you should be automatically signed in to the Planview Enterprise One 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).
+
+## Additional resources
+
+- [ 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)
+
+- [What is application access and single sign-on with Azure Active Directory? ](https://docs.microsoft.com/azure/active-directory/active-directory-appssoaccess-whatis)
+
+- [What is conditional access in Azure Active Directory?](https://docs.microsoft.com/azure/active-directory/conditional-access/overview)
+
+- [Try Planview Enterprise One with Azure AD](https://aad.portal.azure.com/)
+
+- [What is session control in Microsoft Cloud App Security?](https://docs.microsoft.com/cloud-app-security/proxy-intro-aad)

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

@@ -1112,6 +1112,8 @@
         href: plangrid-tutorial.md
       - name: PlanMyLeave
         href: planmyleave-tutorial.md
+      - name: Planview Enterprise One
+        href: planview-enterprise-one-tutorial.md
       - name: Pluralsight
         href: pluralsight-tutorial.md
       - name: PolicyStat