Merge pull request #225331 from bhavana-129/pennylane

Product Backlog Item 2334395: SaaS App Tutorial: Pennylane

Author: PMEds28

articles/active-directory/saas-apps/pennylane-tutorial.md

@@ -0,0 +1,117 @@
+---
+title: Azure Active Directory SSO integration with Pennylane
+description: Learn how to configure single sign-on between Azure Active Directory and Pennylane.
+services: active-directory
+author: jeevansd
+manager: CelesteDG
+ms.reviewer: CelesteDG
+ms.service: active-directory
+ms.subservice: saas-app-tutorial
+ms.workload: identity
+ms.topic: how-to
+ms.date: 01/27/2023
+ms.author: jeedes
+
+---
+
+# Azure Active Directory SSO integration with Pennylane
+
+In this article, you'll learn how to integrate Pennylane with Azure Active Directory (Azure AD). Access your company's financial data easily and in real time. Reduce the time spent on your accounting, limit manual actions, back and forth with your accountant. When you integrate Pennylane with Azure AD, you can:
+
+* Control in Azure AD who has access to Pennylane.
+* Enable your users to be automatically signed-in to Pennylane with their Azure AD accounts.
+* Manage your accounts in one central location - the Azure portal.
+
+You'll configure and test Azure AD single sign-on for Pennylane in a test environment. Pennylane supports only **SP** initiated single sign-on.
+
+> [!NOTE]
+> Identifier of this application is a fixed string value so only one instance can be configured in one tenant.
+
+## Prerequisites
+
+To integrate Azure Active Directory with Pennylane, you need:
+
+* An Azure AD user account. If you don't already have one, you can [Create an account for free](https://azure.microsoft.com/free/?WT.mc_id=A261C142F).
+* One of the following roles: Global Administrator, Cloud Application Administrator, Application Administrator, or owner of the service principal.
+* An Azure AD subscription. If you don't have a subscription, you can get a [free account](https://azure.microsoft.com/free/).
+* Pennylane single sign-on (SSO) enabled subscription.
+
+## Add application and assign a test user
+
+Before you begin the process of configuring single sign-on, you need to add the Pennylane application from the Azure AD gallery. You need a test user account to assign to the application and test the single sign-on configuration.
+
+### Add Pennylane from the Azure AD gallery
+
+Add Pennylane from the Azure AD application gallery to configure single sign-on with Pennylane. For more information on how to add application from the gallery, see the [Quickstart: Add application from the gallery](../manage-apps/add-application-portal.md).
+
+### Create and assign Azure AD test user
+
+Follow the guidelines in the [create and assign a user account](../manage-apps/add-application-portal-assign-users.md) article to create a test user account in the Azure portal called B.Simon.
+
+Alternatively, you can also use the [Enterprise App Configuration Wizard](https://portal.office.com/AdminPortal/home?Q=Docs#/azureadappintegration). In this wizard, you can add an application to your tenant, add users/groups to the app, and assign roles. The wizard also provides a link to the single sign-on configuration pane in the Azure portal. [Learn more about Microsoft 365 wizards.](/microsoft-365/admin/misc/azure-ad-setup-guides). 
+
+## Configure Azure AD SSO
+
+Complete the following steps to enable Azure AD single sign-on in the Azure portal.
+
+1. In the Azure portal, on the **Pennylane** 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, select the pencil icon for **Basic SAML Configuration** to edit the settings.
+
+   ![Screenshot shows how to edit Basic SAML Configuration.](common/edit-urls.png "Basic Configuration")
+
+1. On the **Basic SAML Configuration** section, perform the following steps:
+
+    a. In the **Identifier** textbox, type the value:
+    `pennylane`
+
+    b. In the **Reply URL** textbox, type the URL:
+    `https://app.pennylane.com/auth/saml/callback`
+
+    c. In the **Sign on URL** textbox, type the URL:
+    `https://app.pennylane.com/auth/login`
+
+1. Pennylane application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes.
+
+	![Screenshot shows the image of attributes configuration.](common/default-attributes.png "Image")
+
+1. In addition to above, Pennylane application expects few more attributes to be passed back in SAML response, which are shown. These attributes are also pre populated but you can review them as per your requirements.
+
+	| Name |  Source Attribute|
+	| ---------------|  --------- |
+    | email | user.mail |
+
+1. On the **Set-up single sign-on with SAML** page, in the **SAML Signing Certificate** section,  find **Certificate (Base64)** and select **Download** to download the certificate and save it on your computer.
+
+    ![Screenshot shows the Certificate download link.](common/certificatebase64.png "Certificate")
+
+1. On the **Set up Pennylane** section, copy the appropriate URL(s) based on your requirement.
+
+	![Screenshot shows to copy configuration appropriate URL.](common/copy-configuration-urls.png "Metadata")
+
+## Configure Pennylane SSO
+
+To configure single sign-on on **Pennylane** side, you need to send the downloaded **Certificate (Base64)** and appropriate copied URLs from Azure portal to [Pennylane support team](mailto:[email protected]). They set this setting to have the SAML SSO connection set properly on both sides.
+
+### Create Pennylane test user
+
+In this section, you create a user called Britta Simon at Pennylane. Work with [Pennylane support team](mailto:[email protected]) to add the users in the Pennylane 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 Pennylane Sign-on URL where you can initiate the login flow. 
+
+* Go to Pennylane Sign-on URL directly and initiate the login flow from there.
+
+* You can use Microsoft My Apps. When you select the Pennylane tile in the My Apps, this will redirect to Pennylane 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).
+
+## Additional resources
+
+* [What is single sign-on with Azure Active Directory?](../manage-apps/what-is-single-sign-on.md)
+* [Plan a single sign-on deployment](../manage-apps/plan-sso-deployment.md).
+
+## Next steps
+
+Once you configure Pennylane 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

@@ -1773,6 +1773,8 @@
         href: pendo-tutorial.md
       - name: Penji
         href: penji-tutorial.md
+      - name: Pennylane
+        href: pennylane-tutorial.md
       - name: People
         href: people-tutorial.md
       - name: Peoplecart