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Product Backlog Item 1783698: SaaS App Tutorial: OrgChat Now Update
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articles/active-directory/saas-apps/orgchartnow-tutorial.md

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@@ -9,7 +9,7 @@ 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.topic: tutorial
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ms.date: 05/11/2021
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ms.date: 02/18/2022
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ms.author: jeedes
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---
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# Tutorial: Azure Active Directory integration with OrgChart Now
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4. On the **Basic SAML Configuration** section, If you wish to configure the application in **IDP** initiated mode, perform the following step:
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In the **Identifier** text box, type the URL:
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`https://sso2.orgchartnow.com`
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a. In the **Identifier** text box, type the URL:
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`https://<OrgChartNowServer>.orgchartnow.com/saml/sso_metadata?entityID=<Your_Azure_AD_Entity_ID>`
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b. In the **Reply URL** text box, type a URL using the following pattern:
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`https://<OrgChartServer>.orgchartnow.com/saml/sso_acs?entityID=<Your_Azure_AD_Entity_ID>`
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5. Click **Set additional URLs** and perform the following step if you wish to configure the application in **SP** initiated mode:
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In the **Sign-on URL** text box, type a URL using the following pattern:
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`https://sso2.orgchartnow.com/Shibboleth.sso/Login?entityID=<YourEntityID>&target=https://sso2.orgchartnow.com`
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`https://<OrgChartServer>.orgchartnow.com/saml/sso_acs?entityID=<Your_Azure_AD_Entity_ID>`
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> [!NOTE]
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> `<YourEntityID>` is the **Azure AD Identifier** copied from the **Set up OrgChart Now** section, described later in tutorial.
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## Configure OrgChart Now SSO
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To configure single sign-on on **OrgChart Now** side, you need to send the downloaded **Federation Metadata XML** and appropriate copied URLs from Azure portal to [OrgChart Now support team](mailto:ocnsupport@officeworksoftware.com). They set this setting to have the SAML SSO connection set properly on both sides.
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To configure single sign-on in OrgChart Now, follow the steps enumerated in the [SSO Configuration article](https://help.orgchartnow.com/en/topics/sso-configuration.html#configuring-sso-41334) on OrgChart Now's Help site.
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### Create OrgChart Now test user
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To enable Azure AD users to log in to OrgChart Now, they must be provisioned into OrgChart Now.
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1. OrgChart Now supports just-in-time provisioning, which is by default enabled. A new user is created during an attempt to access OrgChart Now if it doesn't exist yet. The just-in-time user provisioning feature will only create a **read-only** user when an SSO request comes from a recognized IDP and the email in the SAML assertion is not found in the user list. For this auto provisioning feature you need to create an access group titled **General** in OrgChart Now. Please follow the below steps to create an access group:
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a. Go to the **Manage Groups** option after clicking the **gear** in the top right corner of the UI.
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![OrgChart Now groups](./media/orgchartnow-tutorial/groups.png)
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b. Select the **Add** icon and name the group **General** then click **OK**.
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![OrgChart Now add](./media/orgchartnow-tutorial/general.png)
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c. Select the folder(s) you wish the general or read-only users to be able to access:
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![OrgChart Now folders](./media/orgchartnow-tutorial/folders.png)
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d. **Lock** the folders so that only Admin users can modify them. Then press **OK**.
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![OrgChart Now lock](./media/orgchartnow-tutorial/lock.png)
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2. To create **Admin** users and **read/write** users, you must manually create a user in order to get access to their privilege level via SSO. To provision a user account, perform the following steps:
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a. Log in to OrgChart Now as a Security Administrator.
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b. Click on **Settings** on the top right corner and then navigate to **Manage Users**.
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![OrgChart Now settings](./media/orgchartnow-tutorial/settings.png)
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c. Click on **Add** and perform the following steps:
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![OrgChart Now manage](./media/orgchartnow-tutorial/manage-users.png)
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1. In the **User ID** textbox, enter the User ID like **brittasimon\@contoso.com**.
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1. In **Email Address** text box, enter the email of user like **brittasimon\@contoso.com**.
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To enable Azure AD users to log in to OrgChart Now, they must be set up as a user in OrgChart Now, or **Auto-Provisioning** must be enabled in the [SSO Configuration](https://help.orgchartnow.com/en/topics/sso-configuration.html#configuring-sso-41334) panel.
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1. Click **Add**.
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If you do not wish to enable auto-provisioning at this time, you can manually add a user to OrgChart Now for SSO testing purposes. To do so, follow the steps enumerated in the [Creating a New User](https://help.orgchartnow.com/en/account-settings/manage-users.html#UUID-a921b00b-a5a2-3099-8fe5-d0f28f5a50b9_bridgehead-idm4532421481724832584395125038) section of the [Account Settings: Manage Users](https://help.orgchartnow.com/en/account-settings/manage-users.html) article.
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## Test SSO
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