Establishing a trust relationship between Bizagi and your identity provider system is a required step when configuring Federated authentication in Bizagi.
This is the first step to be carried out in order to make use of Single Sign-On capabilities, as described at Federated authentication.
Before you start
To carry out the required configuration in your ADFS, previously make sure:
1. That your server certificates have already been configured and set properly for other service providers to recognize (i.e, applications such as Bizagi).
2. That you have good expertise when it comes to configuring the ADFS and Single Sign-On related aspects.
In the following steps we illustrate how to configure an Active Directory Federation Services (ADFS).
You will need an ADFS version 3.0 or higher (due to previous versions such as 2.x, not providing an HTML-based login page with forms authentication support, not supporting standards such as OAuth, etc).
Such set ADFS is expected to correspond to be the on-premises version of ADFS set either for public access or backed up by a VPN.
Keep in mind that when running Bizagi in a .NET platform, your identity provider needs to support the WS-Federation Passive Protocol.
Recall that at this point you need to have already setup HTTPS for both Bizagi and your Identity provider.
To set the trust relationship between Bizagi (the relying party) and your ADFS identity provider, directly in ADFS create a Relying party trust as presented below.
1. Launch the creation of a relying party trust.
You may do this from the Relying party trust options which allows you to use its configuration wizard:
2. Select the data source.
To configure the relying party as described in this guide, select the Enter data about the relying party manually option to specify the details in the next steps.
3. Specify the display name.
Enter the display name of this relying party trust.
Enter a meaningful description as well.
4. Choose the profile.
Make sure you select the AD FS 2.0 profile supporting SAML 2.0:
5. Configure the certificate.
You may configure a certificate for token encryption purposes as an additional security measure (optional).
In this guide, we skip this step and click Next.
6. Configure the URL.
Tick the Enable support for the WS-Federation protocol to specify the URL address of your Bizagi Work Portal.
Recall that the URL address of your Bizagi Work Portal needs to be set case sensitive (an exact match), and it will be as follows:
•For a testing environment: https://test-projectname-companyname.bizagi.com/
•For a production environment: https://projectname-companyname.bizagi.com/
7. Configure the identifiers.
In this step, notice that the URL you just specified in the step before, should appear under the identified/valid URLs.
Should you need to input another URL with a different identifier, enter this URL and use the Add button.
8. Configure the Issuance authorization rules.
Select the Permit all users to access this relying party option.
9. Review the configuration.
Browse the summary of all configuration carried out for this relying party trust.
When done and completely sure that you do not need changes, click Next.
10. Create the Claim rules for this trust.
Make sure you tick the Open the Edit claim rules dialog... in order to immediately create a claim rule and finish up the configuration.
11. Create a claim rule.
Use the Add Rule.. button to create a new claim rule and choose the Send LDAP Attributes as Claims template:
12. Configure the rule.
Give this rule a name, and make sure you configure:
•Attribute store: Select Attribute Directory.
•Mapping of LDAP Attributes: Include User-Principal-Name mapped to the UPN claim type and E-mail-Addresses mapped to the E-mail Address claim type.
For the UPN claim type make sure that it contains both the username (unique identifier for users) and the domain. This claim will need to specify this information in either of the following formats: domain\username, or as email@example.com (or an e-mail address for that matter).
You should have a registered claim rule for your specific relying party configuration.
Once you have verified this is correct, click OK.
For further configuration in Bizagi's side (e.g., through Bizagi Studio), you will need to use the following information:
•The URL to access the federation metadata file (XML):
The Metadata file specifies the different values of important standard characteristics of your Identity provider, such as the bindings involved, endpoints, certificates and keys, to name a few.
•Similarly, the URI of the trust definitions (Trusted Issuer's name).
•The Issuer's complete URI (notice only the URI suffix is shown below):
•Your signing certificate's thumbprint.
Make sure your signing certificate is valid and have the thumbprint string at hand for next steps.
It is important to note that such signing certificate demands management on your side, that is, specifically ensuring that these are valid to the date (you need to watch after their expiration/renewal -most often these expire on a yearly basis).
Though, consider that you should not copy/paste such thumbprint detail and manually input this information instead (in order to avoid pasting special hidden characters which may interfere with an adequate setting).
•An explicit WS-Federation endpoint.
Make sure you have a WS-Federation endpoint explicitly defined for the communication with Bizagi: