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IT Integrations Guide

ADFS

Configuring Active Directory Federation Services (ADFS) SSO for ept AI.

ADFS

ADFS

Configure Single Sign-On (SSO) with Active Directory Federation Services (ADFS) to enable seamless authentication for your ept AI users using their existing Active Directory credentials.

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Overview​

The ADFS SSO integration enables your ept AI users to:

  • Sign in using their existing Active Directory credentials
  • Access ept AI without creating separate accounts
  • Benefit from Windows Server's enterprise security features
  • Use existing Active Directory group memberships and policies

This integration supports SAML 2.0 authentication and integrates with on-premises Active Directory environments.

Prerequisites​

Before setting up the ADFS SSO integration, ensure you have:

  • ADFS Server: Active Directory Federation Services server configured
  • Admin Access: ADFS administrator access
  • ept AI Setup: Your ept AI instance configured and ready
  • Network Access: Ability to reach the ADFS server from ept AI

Setup Instructions​

Step 1: Configure Relying Party Trust in ADFS​

  1. Create New Relying Party Trust:

    • Open ADFS Management console
    • Navigate to ADFS > Trust Relationships > Relying Party Trusts
    • Click "Add Relying Party Trust"

  2. Configure Trust Settings:

    • Display name: "ept AI"
    • Identifier: https://your-ept-ai-domain.com/saml/metadata
    • Click "Next"

  3. Configure Endpoints:

    • SAML 2.0 SSO service URL: https://your-ept-ai-domain.com/saml/acs
    • SAML 2.0 SSO service binding: HTTP POST
    • Click "Next"

  4. Configure Claim Rules:

    • Add claim rules for user attributes:
    Email -> user.email
    First Name -> user.firstName
    Last Name -> user.lastName
    Groups -> user.groups

Step 2: Configure ept AI for ADFS SSO​

  1. Access SSO Settings:

    • Log into your ept AI admin dashboard
    • Navigate to Configuration > Users > SSO Settings
    • Click "Configure SSO"
    • Select "ADFS" as the SSO provider

  2. Configure SAML Settings:

    SSO Provider: ADFS
    Entity ID: https://your-ept-ai-domain.com/saml/metadata
    ACS URL: https://your-ept-ai-domain.com/saml/acs
    ADFS URL: https://your-adfs-server.domain.com/adfs/ls
    Signing Certificate: [Export from ADFS]

Configuration Options​

Authentication Settings​

  • SAML 2.0: Full SAML 2.0 protocol support
  • Certificate Management: Upload and manage SAML signing certificates
  • Session Management: Configure session timeouts and renewal
  • Logout: Configure single logout (SLO) behavior

User Provisioning​

  • Just-in-Time (JIT): Automatically create users on first sign-in
  • Attribute Mapping: Map ADFS claims to ept AI user properties
  • Group Synchronization: Sync Active Directory groups to ept AI roles
  • User Updates: Automatically update user information from Active Directory

Use Cases​

Enterprise Authentication​

  • Centralized Identity: Use existing Active Directory accounts for ept AI access
  • Security Compliance: Meet enterprise security and compliance requirements
  • User Management: Leverage Active Directory's user lifecycle management
  • Access Control: Use Active Directory group policies for access control

On-Premises Integration​

  • Hybrid Environments: Support organizations with on-premises Active Directory
  • Existing Infrastructure: Leverage existing ADFS investments
  • Group Management: Use existing Active Directory group structures
  • Policy Enforcement: Apply existing Active Directory policies

Best Practices​

Security Configuration​

  1. Certificate Management: Regularly rotate SAML signing certificates
  2. Claim Security: Only request necessary user claims
  3. Access Policies: Configure appropriate access policies in ADFS
  4. Audit Monitoring: Monitor SSO authentication logs regularly

Integration Management​

  1. Testing: Regularly test the SSO integration
  2. Documentation: Maintain up-to-date configuration documentation
  3. Monitoring: Monitor integration health and performance
  4. Updates: Keep both ADFS and ept AI updated

Troubleshooting​

Common Issues​

Authentication Failures:

  • Verify SAML certificate is valid and not expired
  • Check claim mapping configuration
  • Verify ACS URL and Entity ID match exactly
  • Review ADFS relying party trust configuration

User Provisioning Issues:

  • Check claim mapping in both ADFS and ept AI
  • Verify user claims are being sent correctly
  • Review user creation and update rules
  • Check group synchronization settings

Getting Help​