|
| 1 | +--- |
| 2 | +title: 'Tutorial: Configure SurveyMonkey Enterprise for automatic user provisioning with Azure Active Directory | Microsoft Docs' |
| 3 | +description: Learn how to automatically provision and de-provision user accounts from Azure AD to SurveyMonkey Enterprise. |
| 4 | +services: active-directory |
| 5 | +documentationcenter: '' |
| 6 | +author: twimmers |
| 7 | +writer: Thwimmer |
| 8 | +manager: beatrizd |
| 9 | + |
| 10 | +ms.assetid: 50c400a2-8dd9-41ba-b11d-b1516b9d2967 |
| 11 | +ms.service: active-directory |
| 12 | +ms.subservice: saas-app-tutorial |
| 13 | +ms.workload: identity |
| 14 | +ms.devlang: na |
| 15 | +ms.topic: tutorial |
| 16 | +ms.date: 01/19/2023 |
| 17 | +ms.author: Thwimmer |
| 18 | +--- |
| 19 | + |
| 20 | +# Tutorial: Configure SurveyMonkey Enterprise for automatic user provisioning |
| 21 | + |
| 22 | +This tutorial describes the steps you need to perform in both SurveyMonkey Enterprise and Azure Active Directory (Azure AD) to configure automatic user provisioning. When configured, Azure AD automatically provisions and de-provisions users to [SurveyMonkey Enterprise](https://www.surveymonkey.com/) using the Azure AD Provisioning service. For important details on what this service does, how it works, and frequently asked questions, see [Automate user provisioning and deprovisioning to SaaS applications with Azure Active Directory](../app-provisioning/user-provisioning.md). |
| 23 | + |
| 24 | + |
| 25 | +## Capabilities supported |
| 26 | +> [!div class="checklist"] |
| 27 | +> * Create users in SurveyMonkey Enterprise. |
| 28 | +> * Remove users in SurveyMonkey Enterprise when they do not require access anymore. |
| 29 | +> * Keep user attributes synchronized between Azure AD and SurveyMonkey Enterprise. |
| 30 | +> * [Single sign-on](surveymonkey-enterprise-tutorial.md) to SurveyMonkey Enterprise (recommended). |
| 31 | +
|
| 32 | +## Prerequisites |
| 33 | + |
| 34 | +The scenario outlined in this tutorial assumes that you already have the following prerequisites: |
| 35 | + |
| 36 | +* [An Azure AD tenant](../develop/quickstart-create-new-tenant.md). |
| 37 | +* A user account in Azure AD with [permission](../roles/permissions-reference.md) to configure provisioning (for example, Application Administrator, Cloud Application administrator, Application Owner, or Global Administrator). |
| 38 | +* A user account in SurveyMonkey Enterprise with Admin or Primary Admin permissions. |
| 39 | + |
| 40 | +## Step 1. Plan your provisioning deployment |
| 41 | +1. Learn about [how the provisioning service works](../app-provisioning/user-provisioning.md). |
| 42 | +1. Determine who will be in [scope for provisioning](../app-provisioning/define-conditional-rules-for-provisioning-user-accounts.md). |
| 43 | +1. Determine what data to [map between Azure AD and SurveyMonkey Enterprise](../app-provisioning/customize-application-attributes.md). |
| 44 | + |
| 45 | +## Step 2. Configure SurveyMonkey Enterprise to support provisioning with Azure AD |
| 46 | + |
| 47 | +### Set Up SCIM Provisioning |
| 48 | +Only the Primary Admin can set up SCIM provisioning for your organization. To make sure SCIM is a good fit for your IdP, the Primary Admin should check in with their SurveyMonkey Customer Success Manager (CSM) and their organization’s IT department. |
| 49 | + |
| 50 | +Once the team is aligned, the Primary Admin can: |
| 51 | + |
| 52 | +1. Go to [**Settings**](https://www.surveymonkey.com/team/settings/). |
| 53 | +1. Select **User provisioning with SCIM**. |
| 54 | +1. Copy the SCIM endpoint link and provide it to your IT partner. |
| 55 | +1. Select **Generate token**. Treat this unique token as you would your Primary Admin password and only give it to your IT partner. |
| 56 | + |
| 57 | +Your organization’s IT partner will use the SCIM endpoint link and access token during setup of the IdP. They will also need to adjust the default mapping for your team’s needs. |
| 58 | + |
| 59 | +### Revoke SCIM Provisioning |
| 60 | +If you need to disconnect Surveymonkey from your IdP so the systems no longer sync, the Primary Admin can revoke SCIM provisioning. As long as SSO is enabled, there will be no impact to users who have already been synced. |
| 61 | + |
| 62 | +To revoke the SCIM provisioning: |
| 63 | + |
| 64 | +1. Go to [**Settings**](https://www.surveymonkey.com/team/settings/). |
| 65 | +1. Select **User provisioning with SCIM**. |
| 66 | +1. Next to the access token, select **Revoke**. |
| 67 | + |
| 68 | +## Step 3. Add SurveyMonkey Enterprise from the Azure AD application gallery |
| 69 | + |
| 70 | +Add SurveyMonkey Enterprise from the Azure AD application gallery to start managing provisioning to SurveyMonkey Enterprise. If you have previously setup SurveyMonkey Enterprise for SSO, you can use the same application. However it is recommended that you create a separate app when testing out the integration initially. Learn more about adding an application from the gallery [here](../manage-apps/add-application-portal.md). |
| 71 | + |
| 72 | +## Step 4. Define who will be in scope for provisioning |
| 73 | + |
| 74 | +The Azure AD provisioning service allows you to scope who will be provisioned based on assignment to the application and or based on attributes of the user. If you choose to scope who will be provisioned to your app based on assignment, you can use the following [steps](../manage-apps/assign-user-or-group-access-portal.md) to assign users to the application. If you choose to scope who will be provisioned based solely on attributes of the user, you can use a scoping filter as described [here](../app-provisioning/define-conditional-rules-for-provisioning-user-accounts.md). |
| 75 | + |
| 76 | +* Start small. Test with a small set of users before rolling out to everyone. When scope for provisioning is set to assigned users, you can control this by assigning one or two users to the app. When scope is set to all users, you can specify an [attribute based scoping filter](../app-provisioning/define-conditional-rules-for-provisioning-user-accounts.md). |
| 77 | + |
| 78 | +* If you need additional roles, you can [update the application manifest](../develop/howto-add-app-roles-in-azure-ad-apps.md) to add new roles. |
| 79 | + |
| 80 | +## Step 5. Configure automatic user provisioning to SurveyMonkey Enterprise |
| 81 | + |
| 82 | +This section guides you through the steps to configure the Azure AD provisioning service to create, update, and disable users in SurveyMonkey Enterprise based on user assignments in Azure AD. |
| 83 | + |
| 84 | +### To configure automatic user provisioning for SurveyMonkey Enterprise in Azure AD: |
| 85 | + |
| 86 | +1. Sign in to the [Azure portal](https://portal.azure.com). Select **Enterprise Applications**, then select **All applications**. |
| 87 | + |
| 88 | +  |
| 89 | + |
| 90 | +1. In the applications list, select **SurveyMonkey Enterprise**. |
| 91 | + |
| 92 | +  |
| 93 | + |
| 94 | +1. Select the **Provisioning** tab. |
| 95 | + |
| 96 | +  |
| 97 | + |
| 98 | +1. Set the **Provisioning Mode** to **Automatic**. |
| 99 | + |
| 100 | +  |
| 101 | + |
| 102 | +1. Under the **Admin Credentials** section, input your SurveyMonkey Enterprise Tenant URL and corresponding Secret Token. Click **Test Connection** to ensure Azure AD can connect to SurveyMonkey Enterprise. |
| 103 | + |
| 104 | +  |
| 105 | + |
| 106 | +1. In the **Notification Email** field, enter the email address of a person who should receive the provisioning error notifications and select the **Send an email notification when a failure occurs** check box. |
| 107 | + |
| 108 | +  |
| 109 | + |
| 110 | +1. Select **Save**. |
| 111 | + |
| 112 | +1. Under the **Mappings** section, select **Synchronize Azure Active Directory Users to SurveyMonkey Enterprise**. |
| 113 | + |
| 114 | +1. Review the user attributes that are synchronized from Azure AD to SurveyMonkey Enterprise in the **Attribute-Mapping** section. The attributes selected as **Matching** properties are used to match the user accounts in SurveyMonkey Enterprise for update operations. If you choose to change the [matching target attribute](../app-provisioning/customize-application-attributes.md), you will need to ensure that the SurveyMonkey Enterprise API supports filtering users based on that attribute. Select the **Save** button to commit any changes. |
| 115 | + |
| 116 | + |Attribute|Type|Supported for filtering|Required by SurveyMonkey Enterprise| |
| 117 | + |---|---|---|---| |
| 118 | + |userName|String|✓|✓ |
| 119 | + |emails[type eq "work"].value|String||✓ |
| 120 | + |active|Boolean||| |
| 121 | + |name.givenName|String||| |
| 122 | + |name.familyName|String||| |
| 123 | + |externalId|String||| |
| 124 | + |urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:department|String||| |
| 125 | + |urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:employeeNumber|String||| |
| 126 | + |urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:costCenter|String||| |
| 127 | + |urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:division|String||| |
| 128 | + |
| 129 | +1. To configure scoping filters, refer to the following instructions provided in the [Scoping filter tutorial](../app-provisioning/define-conditional-rules-for-provisioning-user-accounts.md). |
| 130 | + |
| 131 | +1. To enable the Azure AD provisioning service for SurveyMonkey Enterprise, change the **Provisioning Status** to **On** in the **Settings** section. |
| 132 | + |
| 133 | +  |
| 134 | + |
| 135 | +1. Define the users that you would like to provision to SurveyMonkey Enterprise by choosing the desired values in **Scope** in the **Settings** section. |
| 136 | + |
| 137 | +  |
| 138 | + |
| 139 | +1. When you are ready to provision, click **Save**. |
| 140 | + |
| 141 | +  |
| 142 | + |
| 143 | +This operation starts the initial synchronization cycle of all users defined in **Scope** in the **Settings** section. The initial cycle takes longer to perform than subsequent cycles, which occur approximately every 40 minutes as long as the Azure AD provisioning service is running. |
| 144 | + |
| 145 | +## Step 6. Monitor your deployment |
| 146 | +Once you've configured provisioning, use the following resources to monitor your deployment: |
| 147 | + |
| 148 | +* Use the [provisioning logs](../reports-monitoring/concept-provisioning-logs.md) to determine which users have been provisioned successfully or unsuccessfully |
| 149 | +* Check the [progress bar](../app-provisioning/application-provisioning-when-will-provisioning-finish-specific-user.md) to see the status of the provisioning cycle and how close it is to completion |
| 150 | +* If the provisioning configuration seems to be in an unhealthy state, the application will go into quarantine. Learn more about quarantine states [here](../app-provisioning/application-provisioning-quarantine-status.md). |
| 151 | + |
| 152 | +## More resources |
| 153 | + |
| 154 | +* [Managing user account provisioning for Enterprise Apps](../app-provisioning/configure-automatic-user-provisioning-portal.md) |
| 155 | +* [What is application access and single sign-on with Azure Active Directory?](../manage-apps/what-is-single-sign-on.md) |
| 156 | + |
| 157 | +## Next steps |
| 158 | + |
| 159 | +* [Learn how to review logs and get reports on provisioning activity](../app-provisioning/check-status-user-account-provisioning.md) |
0 commit comments