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Clarizen (IdP-initiated) Integration Guide

Introduction

Use this guide to enable Multi-Factor Authentication and Single Sign-on (SSO) access via SAML to Clarizen.

Prerequisites

1. Have an Clarizen account

2. Create a New Realm for the Clarizen integration

3. Configure the following tabs in the Web Admin before configuring the Post Authentication tab:

  • Overview – the description of the realm and SMTP connections must be defined

  • Data – an enterprise directory must be integrated with SecureAuth IdP

  • Workflow – the way in which users will access this application must be defined

  • Multi-Factor Methods – the Multi-Factor Authentication methods that will be used to access this page (if any) must be defined

SecureAuth IdP Configuration Steps

Data

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1. In the Profile Fields section, map the directory field that contains the user's Clarizen ID to the SecureAuth IdP Property

For example, add the Clarizen ID Field to the Email 2 Property if it is not already contained somewhere else

Warning

Click Save once the configurations have been completed and before leaving the Data page to avoid losing changes

Post Authentication

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2. Select SAML 2.0 (IdP Initiated) Assertion Page from the Authenticated User Redirect dropdown in the Post Authentication tab in the Web Admin

3. An unalterable URL will be auto-populated in the Redirect To field, which will append to the domain name and realm number in the address bar (Authorized/SAML20IdPInit.aspx)

4. A customized post authentication page can be uploaded, but it is not required

User ID Mapping

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5. Select the SecureAuth IdP Property that corresponds to the directory field that contains the Clarizen ID (Email 2)

6. Select urn:oasis:names:tc:SAML:1.1:nameid-format:unspecified from the Name ID Format dropdown (default)

Select a different option if Clarizen requires it, which the SP will provide

7. Select False from the Encode to Base64 dropdown

SAML Assertion / WS Federation

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8. Set the Consumer URL to https://app2.clarizen.com/Clarizen/Pages/Integrations/SAML/SamlResponse.aspx

9. Set the WSFed/SAML Issuer to a Unique Name that will be shared with Clarizen

The WSFed/SAML Issuer must match exactly on the SecureAuth IdP side and the Clarizen side

10. Set the SAML Offset Minutes to make up for time differences between devices

11. Set the SAML Valid Hours to limit for how long the SAML assertion is valid

Note

No configuration is required for the WSFed Reply To/SAML Target URL, SAML Recipient, SAML Audience, or SP Start URL fields

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12. Leave the Signing Cert Serial Number as the default value, unless there is a third-party certificate being used for the SAML assertion

If using a third-party certificate, click Select Certificate and choose the appropriate certificate

13. Provide the Domain in order to Download the Metadata File, which will be sent to Clarizen

Warning

Click Save once the configurations have been completed and before leaving the Post Authentication page to avoid losing changes

Forms Auth / SSO Token

Optionally, in the Forms Auth / SSO Token section, click the View and Configure FormsAuth keys/SSO token link to configure the token/cookie settings and configure this realm for SSO.

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Clarizen Configuration Steps

Contact Clarizen and send the Metadata File (step 13) to enable SAML SSO.

In this section: