Setting up SAML SSO with Azure AD

You can use the Azure portal to enable SSO for an Enterprise application that you added to your Azure AD tenant.

After you configure SSO, your users can sign in by using their Azure AD credentials.

Important:

If your users are in Azure AD, but you cannot use the Azure AD integration instructions to configure AAD to your UiPath® organization, configuring AAD as a SAML-based identity provider may be an option.

This is due to restrictions around giving permissions to read user details and group memberships of all Automation Cloud users.

The Azure Active Directory native integration is recommended due to its advanced features. If however, you switch to SAML, you must manually replace role assignation done through directory groups with direct role assignation to the directory accounts to keep your access schema without having to recreate it from scratch.

Managing claims

UiPath requires either the http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress or the http://schemas.xmlsoap.org/ws/2005/05/identity/claims/upn claims to be sent by the SAML identity provider. The http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress claim is case-sensitive.

If both claims are sent in the ACS payload, then Automation Cloud will prioritize the http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress claim.

By default, the application in Azure AD is configured to send the http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress claim, with the user's email address as the value for the claim.

If you are switching from or planning to switch to Azure AD directory integration, please note:

• The value passed in the prioritized claim is used by Automation Cloud as a unique identifier and is used to link any existing local users (using the local user's email address) to this directory user in Azure AD.

• For a smooth switch between Azure AD and SAML directory integration, it is recommended you pass in both of these claims with the appropriate user values.

  Here is an example configuration:

  

Enabling SAML SSO for an application

1. Log into the Azure portal using one of the roles listed in the prerequisites.

2. Go to Azure AD, then select Enterprise applications.

   The All applications page opens that lists the applications in your Azure AD tenant.

   Search for and then select the application that you want to use. For example, UiPath.

   Note:

   To create an application for SSO, follow the steps in this section.

3. From the left sidebar in the Manage section, select Single sign-on to open the SSO editing page.

4. Select SAML to open the SSO configuration page.

   After the application has been configured, users can sign into it using their Azure AD tenant credentials.

5. Under the Basic SAML Configuration section, click Edit.

6. Fill out the Entity ID and Assertion Consumer Service (ACS) URL fields based on the values provided in the SAML configuration settings in the Automation Cloud portal.

   

   

7. Click Save.

8. Copy the App Federation Metadata Url.

9. Navigate to the UiPath Administration portal and go to the SAML Configuration page.

10. Paste the App Federation Metadata Url in the Metadata URL field.

11. Click Fetch data to have the system request user-related info from the identity provider.

Setting up claims for automatic provisioning to Automation Cloud

1. Log into the Azure portal using one of the roles listed in the prerequisites.

2. Go to Azure AD, then select Enterprise applications.

   The All applications page opens that lists the applications in your Azure AD tenant.

   Search for and then select the application that you want to use. For example, UiPath.

   Note:

   To create an application for SSO, follow the steps in this section.

3. From the left sidebar in the Manage section, select Single sign-on to open the SSO editing page.

4. Click Edit in the Attributes & Claims section of the SSO editing page.

   

5. Click Add a group claim to configure the groups that you want to send to Automation Cloud.

   Note:

   To set advanced configurations, choose from the Advanced Settings dropdown.

6. Click Save.

7. To finish the configuration, follow the Step 2.5 Configure Provisioning Rules (optional) steps from our public documentation.

Note:

If a customer prefers to use UPN, you can navigate to the Attributes & Claims section and change the value for the emailaddress attribute.

Create application for SSO

1. Log into the Azure portal using one of the roles listed in the prerequisites.
2. Go to Azure AD, then select Enterprise applications.The All applications page opens that lists the applications in your Azure AD tenant.
3. click New Application > Create your own application.
4. Give your application a name. For example, UiPath.
5. Select Integrate any other application that you don't find in the gallery (Non-gallery).
6. Click Create.