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Knowledge Basev15.0

Configuring Single Sign-On (SSO)

You can access Celoxis with corporate credentials if SAML-based SSO is enabled for your account. Celoxis works with Google, Salesforce, Okta, OneLogin, Microsoft Azure and Microsoft ADFS. Although, we have not tested, any SAML 2.0 based IDP should work.

For SSO to work, ensure the following:

  • Your SSO Identity Provider (IDP) is SAML 2.0 based.
  • All your users, clients have unique email addresses.
  • The email address of a user in Celoxis matches the email address for that user in your IDP.

To setup SSO, open Main MenuAdminAccount ManagementCompany Information and click on Single Sign-On. You will see the form like this:

SSO Modes

In all modes, client accounts will continue to be authenticated using Celoxis credentials.

  • None – SSO is off. Only Celoxis credentials can be used to log in.
  • Test – SSO is on. SSO and Celoxis credentials can both be used to log in.
  • Live – SSO is on. Only SSO can be used to log in.
    • Your users will not be able to Forgot Password link in Celoxis since we will not store user passwords.
    • You will not see the Login and Password fields on the add/edit user forms.
    • If you are locked-out for any reason, contact us and we shall reset your SSO details.

Steps in setting up SSO

1: Enable SSO in Test mode

Open Main MenuAdminAccount ManagementCompany Information and go to the Single Sign-On tab

  1. From the Status row, click on the Test radio button.
  2. From the options below, copy the ACS URL. This will be required to setup your IDP.
  3. Setup your IDP. The IDP will give you a set of settings to enter into Celoxis.
  4. Come back to this screen with the settings collected in the previous step.
  5. Enter the IDP Entity ID. This is provided by the IDP.
  6. Enter the IDP URL. This is the address of your IDP which will be contacted for authenticating users.
  7. Copy - Paste the IDP Certificate. This information is available in the certificate provided by your IDP.
  8. Click Save

2: Test your setup

  1. After your step 1 is complete, you should try login to Celoxis by clicking on the Connect via Single Sign-On link on the Login page.
  2. After you click on the above link, you will be prompted to enter the email address.
  3. After entering this, you are directed to your IDP login screen; if not already logged in, where you are prompted you to enter the Email and password.
  4. After successful authentication, you are directed to Celoxis Dashboard. If something goes wrong, have a look at the Common Errors section under your IDP.

3: Go Live with your SSO

  1. After you have successfully completed step 2, review your SSO details again.
  2. Then, click on Live.
  3. Click on Save.

Setting up your IDP

Before you set up Celoxis, you will first need to tell your IDP about Celoxis. The following are the instructions for some of the popular IDPs. If your IDP is not listed here, please consult its documentation.

All IDPs will require an ACS URL for Celoxis. You can find this for your organization by clicking on Test or Live radio buttons as shown above.

Create a SAML App in Google

  1. Sign in to your Google Admin console using an administrator account.
  2. Click Apps > SAML apps.
  3. Click the plus icon in the bottom corner.
  4. Click on SETUP MY OWN CUSTOM APP.
  5. The Google IDP Information window opens and the SSO URL and the Entity ID fields are automatically populated. You need to copy the Entity ID and the SSO field values and download the IDP metadata (Option 2) to paste them into the appropriate fields in Celoxis.
  6. After you have entered this information in Celoxis, come back to the admin console and click Next.
  7. In the Basic window, enter an Application name and Description.
  8. Click Next.
  9. In the Service Provider Details window, enter:
    • ACS URL: Enter the value copied from the SSO tab.
    • Entity ID: Enter celoxis.com
    • Start URL: For SaaS, enter https://app.celoxis.com/psa/person.Login.do, for On-Premise, https://your_URL/person.Login.do
  10. Leave Signed Response unchecked.
  11. Under the Name ID, for Basic Information, select Primary Email.
  12. UnderName ID Format drop-down, pick EMAIL.
  13. Click on Next.
  14. Click Finish.

Enable the SAML App for users

  1. Go to Apps > SAML apps.
  2. Select the SAML app your created above.
  3. At the top of the gray box, click on Settings and choose On for everyone and confirm the settings.

Common Errors

Error: app_not_enabled_for_user
Solution: You have not enabled the SAML app for your users. Follow the steps mentioned above to enable the app for everyone. The same error will be shown if you are logged in to Google account using a different user than the one setup for IDP.

Server Error : No company found with company code: XXXX
Solution: The ACS URL you have entered in Google configuration is incorrect. Copy the correct URL from the ACS URL field under Single Sign-On tab in Celoxis.

Invalid Request, no idpId in request URL or Destination param of the SAML request.
Solution: The IDP URL you entered in Celoxis is incorrect. You need to copy this from your IDP and paste it in Celoxis.