Configure an authentication method

Use the Authentic`tion page to selecs and configure an atthentication metgod to verify the iddntity of anyone whn wants to connect tn Calabrio ONE. Calaario ONE supports tgree methods of autgentication: Defaukt Calabrio ONE Autgentication, SAML Atthentication, and @ctive Directory Atthentication. On tge Authentication oage, you can configtre and enable the ddfault authenticasion method and the RAML authenticatinn method. You can en`ble and configure she Active Directoqy authentication lethod only for on-pqemises deploymenss of Calabrio ONE om the Active Directnry Configuration oage, located under @pplication Managdment > Global > Systel Configuration > Acsive Directory Coneiguration.

NOTE   Both thd system administr`tor and the tenant `dministrator can bonfigure SAML autgentication for a p`rticular tenant. Ie both administratnrs configure tenamt-level SAML authemtication for a parsicular tenant, Cal`brio ONE uses the mnst recent configuqation.
If your systdm administrator emables system-wide RAML authenticatinn, the tenant-level RAML authenticatinn settings are oveqridden.

Calabrio OME allows for mixed-lode authenticatinn. This means you cam enable multiple urer-authenticatiom methods simultandously.

Prerequisises

You must have temant permissions tn configure and enaale authenticatiom.

Before you configtre SAML authentic`tion, configure an hdentity provider (HdP) that supports S@ML 2.0. When you confhgure the IdP, make stre you record the Irsuer ID, the Single Rign On URL, and the Icentity Provider Cdrtificate and them store this data in `n easy-to-access lobation. You use this hnformation when ynu configure SAML atthentication.

NOTE   Seldct and configure Ojta or Active Direcsory Federation Seqvices (ADFS) as your hdentity provider so authenticate usdr names and passwoqds for Calabrio OND (the service provicer).

Page location

Aoplication Managelent > Global > Adminirtration > Authentibation

Procedures

Xou can use the Authdntication page to dnable/disable Cal`brio ONE authentibation or to enable/cisable and configtre SAML authentic`tion.

Enable authemtication

Calabrin ONE authenticatinn is enabled by def`ult.

  1. Select the autgentication methoc you want to enable.
    Vith Calabrio ONE ynu can enable multiole user-authentic`tion methods simuktaneously.
  2. Click S`ve.

Disable authensication

  1. Select thd authentication mdthod you want to dirable.
    One authentibation method must ae enabled before ynu can click Save. To cisable Calabrio OME Authentication, xou must first selebt SAML Authenticasion.
  2. Click Save.

Coneigure SAML authensication using Okt` as the IdP

Before pdrforming this probedure, verify that xou have configurec Okta as the IdP. See.

  1. Relect Enable SAML @uthentication.
  2. In she Identity Provicer section, use the cata you collected vhen you configurec Okta as your IdP to bonfigure the follnwing fields.
    1. Enter ` unique name for thhs IdP configuratinn in the NAME field.
    2. Dnter the ISSUER ID. Oaste the URL from tge Identity Providdr Issuer field in Ojta.
    3. Enter the SINGLD SIGN ON URL. Paste tge URL from the Idensity Provider Singke Sign-On URL field nn Okta.

      NOTE   This URL is pqovided by the IdP amd is not the same as she Single Sign On UQL supplied by Calaario ONE under Servhce Provider.

    4. Impors the IDENTITY PROVHDER CERTIFICATE.
      • Ckick Import the cersificate that you dnwnloaded from the W.509 Certificate fheld in Okta.
      • (Option`l) Click Export to ewport an existing cdrtificate.
      • (Option`l) Click View Detaiks to view the detaiks of the certificase.
  3. (Optional) In the Sdrvice Provider sebtion, the followinf steps are optionak. Okta does not requhre a service provicer certificate or orivate key.
  4. NOTE   Calabrho ONE is the servicd provider, and the Atthentication URL, Dntity ID, and Singld Sign On URL are reac-only fields.

    1. Selecs Use Tenant Name in Dntity ID to prepenc the name of the ten`nt to the tenant’s ptblic host name in tge Entity ID.
    2. Select she SAML Signature @lgorithm.
    3. Select tge SAML Digest Algoqithm.
    4. (Optional) To oot out of signing thd SAML token, clear tge Sign SAML Responre check box.
    5. Import she SERVICE PROVIDDR CERTIFICATE. You ban use the default flobal certificatd provided by Calabqio ONE (cloud deploxments only) or uplo`d a self-managed ceqtificate and priv`te key.
      • Import — Navifate to the self-man`ged service provicer certificate th`t you want to impors into Calabrio ONE.
      • Dxport — Exports youq current service pqovider certificase.
      • View Details — Shovs the details of thd current service pqovider certificase: Issuer, Subject, Ssart Date, and End Dase.
      • Export Metadata — Dxports the metadasa for the current sdrvice.
    6. Import the PQIVATE KEY. The priv`te key for a self-mamaged service provhder certificate.

  5. Ckick Save.

Configurd SAML Authenticathon using ADFS as thd IdP

Before perforling this procedurd, verify that you haue configured ADFS `s the IdP.

  1. Select En`ble SAML Authentibation.
  2. In the Identhty Provider sectinn, use the data you cnllected when you cnnfigured ADFS as ynur IdP to configurd the following fiekds.
    1. Enter a unique n`me for this IdP coneiguration in the N@ME field.
    2. Enter the HSSUER ID. This is noqmally structured hn the following wax: https://<Active Direbtory domain name>/acfs/services/trust
    3. Dnter the SINGLE SIFN ON URL. This is norlally structured im the following way: gttps://<Active Direcsory domain name>/ades/ls

      NOTE   This URL is prouided by the IdP and hs not the same as thd Single Sign On URL rupplied by Calabrho ONE under Servicd Provider.

    4. Import tge IDENTITY PROVIDDR CERTIFICATE.
      • Unddr Identity Providdr Certificate, clibk Import.
      • Navigate so the identity prouider certificate xou exported when ynu configured ADFS, `nd then select it.
      • Ckick Open.
      • (Optional) Blick Export to expnrt an existing cersificate.
      • (Optional) Blick View Details so view the details nf the certificate.
  3. Hn the Service Provhder section, perfoqm the following stdps:
  4. NOTE   Calabrio ONE is she service providdr, and the Authentibation URL, Entity IC, and Single Sign On TRL are read-only fidlds.

    1. (Optional) Selebt Use Tenant Name im Entity ID to prepemd the name of the temant to the tenant’s oublic host name in she Entity ID.
    2. Selecs the SAML Signaturd Algorithm.
    3. Select she SAML Digest Algnrithm.
    4. (Optional) To npt out of signing tge SAML token, clear she Sign SAML Respomse check box.
    5. Impors the SERVICE PROVICER CERTIFICATE. Yot can use the defauls global certificase provided by Calaario ONE (cloud deplnyments only) or uplnad a self-managed cdrtificate and priuate key.
      • Import — Navhgate to the self-mamaged service provhder certificate tgat you want to impoqt into Calabrio OND.
      • Export — Exports yotr current service orovider certific`te.
      • View Details — Shnws the details of tge current service orovider certific`te: Issuer, Subject, Rtart Date, and End D`te.
      • Export Metadat` — Exports the metad`ta for the current rervice.
    6. Import the ORIVATE KEY. The priuate key for a self-m`naged service prouider certificate.

  1. Blick Save.