Merge pull request #201520 from bhavana-129/preset

Product Backlog Item 1940994: SaaS App Tutorial: Preset

Author: PMEds28

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

@@ -0,0 +1,160 @@
+---
+title: 'Tutorial: Azure AD SSO integration with Preset'
+description: Learn how to configure single sign-on between Azure Active Directory and Preset.
+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: 06/14/2022
+ms.author: jeedes
+
+---
+
+# Tutorial: Azure AD SSO integration with Preset
+
+In this tutorial, you'll learn how to integrate Preset with Azure Active Directory (Azure AD). When you integrate Preset with Azure AD, you can:
+
+* Control in Azure AD who has access to Preset.
+* Enable your users to be automatically signed-in to Preset 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/).
+* Preset 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.
+
+* Preset supports **SP** and **IDP** initiated SSO.
+
+## Add Preset from the gallery
+
+To configure the integration of Preset into Azure AD, you need to add Preset 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 **Preset** in the search box.
+1. Select **Preset** 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 Preset
+
+Configure and test Azure AD SSO with Preset 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 Preset.
+
+To configure and test Azure AD SSO with Preset, 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 Preset SSO](#configure-preset-sso)** - to configure the single sign-on settings on application side.
+    1. **[Create Preset test user](#create-preset-test-user)** - to have a counterpart of B.Simon in Preset 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 **Preset** 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 steps:
+
+    a. In the **Identifier** textbox, type a value using the following pattern:
+    `urn:auth0:preset-io-prod:<ConnectionID>`
+
+    b. In the **Reply URL** textbox, type a URL using the following pattern:
+    `https://auth.app.preset.io/login/callback?connection=<ConnectionID>`
+
+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 the URL:
+    `https://manage.app.preset.io/login`
+
+    > [!Note]
+    > These values are not real. Update these values with the actual Identifier and Reply URL. Contact [Preset 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. Preset 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.
+
+    ![image](common/default-attributes.png)
+
+1. In addition to above, Preset application expects few more attributes to be passed back in SAML response, which are shown below. These attributes are also pre populated but you can review them as per your requirements.
+
+    | Name | Source Attribute|
+    | ------------ | --------- |
+    | firstName | user.givenname |
+    | lastName | user.surname |
+    | 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 Preset** section, copy the appropriate URL(s) based on your requirement.
+
+	![Screenshot shows to copy configuration appropriate U R L.](common/copy-configuration-urls.png "Attributes")  
+
+### 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 Preset.
+
+1. In the Azure portal, select **Enterprise Applications**, and then select **All applications**.
+1. In the applications list, select **Preset**.
+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 Preset SSO
+
+To configure single sign-on on **Preset** side, you need to send the downloaded **Certificate (Base64)** and appropriate copied URLs from Azure portal to [Preset support team](mailto:[email protected]). They set this setting to have the SAML SSO connection set properly on both sides.
+
+### Create Preset test user
+
+In this section, you create a user called Britta Simon in Preset. Work with [Preset support team](mailto:[email protected]) to add the users in the Preset 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 Preset Sign on URL where you can initiate the login flow.  
+
+* Go to Preset 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 Preset 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 Preset 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 Preset 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 Preset 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

@@ -1724,6 +1724,8 @@
         href: predictixordering-tutorial.md
       - name: Predictix Price Reporting
         href: predictixpricereporting-tutorial.md
+      - name: Preset
+        href: preset-tutorial.md
       - name: PressPage
         href: presspage-tutorial.md
       - name: Prezi