Tutorial: Configure HelloID for automatic user
https://docs.microsoft.com/en-us/azure/active-directory/saas-apps/helloid-provisioning-tutorial
Step 1. Plan your provisioning deployment Step 1. Plan your provisioning deployment Learn about .
Determine who will be in .
Determine what data to .Step 2. Configure HelloID to support provisioning with Azure AD Step 2. Configure HelloID to support provisioning with Azure AD Sign in to your HelloID administrator dashboard. Go to Directory > Azure AD. Select the New Secret button. The URL and Secret fields are automatically populated. Copy and save the URL and Secret. These value will be entered in the Tenant URL * and Secret Token * field in the Provisioning tab of your HelloID application in the Azure portal.Step 3. Add HelloID from the Azure AD application gallery Step 3. Add HelloID from the Azure AD application gallery
Add HelloID from the Azure AD application gallery to start managing provisioning to HelloID. If you have previously setup HelloID 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 .Step 4. Define who will be in scope for provisioning Step 4. Define who will be in scope for provisioning
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 / group. If you choose to scope who will be provisioned to your app based on assignment, you can use the following to assign users and groups to the application. If you choose to scope who will be provisioned based solely on attributes of the user or group, you can use a scoping filter as described . When assigning users and groups to HelloID, you must select a role other than Default Access. Users with the Default Access role are excluded from provisioning and will be marked as not effectively entitled in the provisioning logs. If the only role available on the application is the default access role, you can to add additional roles. Start small. Test with a small set of users and groups before rolling out to everyone. When scope for provisioning is set to assigned users and groups, you can control this by assigning one or two users or groups to the app. When scope is set to all users and groups, you can specify an .Step 5. Configure automatic user provisioning to HelloID Step 5. Configure automatic user provisioning to HelloID
This section guides you through the steps to configure the Azure AD provisioning service to create, update, and disable users and/or groups in HelloID based on user and/or group assignments in Azure AD.
To configure automatic user provisioning for HelloID in Azure AD: Sign in to the . Select Enterprise Applications, then select All applications. In the applications list, select HelloID. Select the Provisioning tab. Set the Provisioning Mode to Automatic. Under the Admin Credentials section, input your HelloID Tenant URL and Secret Token. Click Test Connection to ensure Azure AD can connect to HelloID. If the connection fails, ensure your HelloID account has Admin permissions and try again. In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and select the Send an email notification when a failure occurs check box. Select Save. Under the Mappings section, select Synchronize Azure Active Directory Users to HelloID. Review the user attributes that are synchronized from Azure AD to HelloID in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the user accounts in HelloID for update operations. If you choose to change the , you will need to ensure that the HelloID API supports filtering users based on that attribute. Select the Save button to commit any changes. Attribute
Type
Supported for filtering userName
String
✓ active
Boolean displayName
String emails[type eq "work"].value
String name.givenName
String name.familyName
String externalId
String Under the Mappings section, select Synchronize Azure Active Directory Groups to HelloID. Review the group attributes that are synchronized from Azure AD to HelloID in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the groups in HelloID for update operations. Select the Save button to commit any changes. Attribute
Type
Supported for filtering displayName
String
✓ externalId
String members
Reference To configure scoping filters, refer to the following instructions provided in the . To enable the Azure AD provisioning service for HelloID, change the Provisioning Status to On in the Settings section. Define the users and/or groups that you would like to provision to HelloID by choosing the desired values in Scope in the Settings section. When you are ready to provision, click Save. This operation starts the initial synchronization cycle of all users and groups 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.Step 6. Monitor your deployment Step 6. Monitor your deployment
Once you've configured provisioning, use the following resources to monitor your deployment: Use the to determine which users have been provisioned successfully or unsuccessfully
Check the to see the status of the provisioning cycle and how close it is to completion
If the provisioning configuration seems to be in an unhealthy state, the application will go into quarantine. Learn more about quarantine states .
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