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This article discusses functionality that is included in the Aha! Ideas Advanced plan. Please contact us if you would like a live demo or want to try using it in your account.

Aha! Roadmaps | Portal SSO | Microsoft Active Directory Federation Services (ADFS)

You can use Microsoft Active Directory Federation Services (ADFS) as an identity provider for ideas portal users in Aha! Roadmaps based on SAML 2.0. You will need to be an administrator in Aha! Roadmaps and in ADFS to configure SSO.

If you have multiple ideas portals and want to use a single ADFS single sign-on configuration between all of them, you may be interested in the Ideas Advanced plan.

Click any of the following links to skip ahead:

In ADFS

  • In Server Manager, click Tools AD FS Management.

  • Click Add Relying Party Trust under Actions. This will open the Add Relying Party Trust Wizard.

  • In the Welcome step, click Claims aware, then Start.

  • In the Select Data Source step, choose Import data about the relying party, then enter your Aha! Roadmaps account URL in the Federation metadata address field. You can copy it from the Aha! Roadmaps ideas portal SSO settings by navigating to Users SSO.

The metadata URL will only work once SAML authentication is enabled in your Aha! Roadmaps account.

  • In the Specify Display Name step, name your relying party (e.g. "Aha! Roadmaps").

  • The Configure Certificate step is optional. Click Next.

  • The Configure URL step is optional. Click Next.

  • In the Configure Identifiers step, enter your Aha! Roadmaps account URL. You can copy it from the Aha! Roadmaps ideas portal SSO settings by navigating to Users SSO.

  • In the Choose Access Control Policy step, choose to Permit everyone.

  • Review your settings on the Ready to Add Trust step, then click Next.

  • On the Finish step, press Close. This will open the Edit Claim Rules modal.

  • On the Issuance Transform Rules tab, click Add Rule....

  • Select the Send LDAP Attributes as Claims template.

  • Click Next. Name your rule, select Active Directory as the attribute store, and then add the following mappings:

    LDAP Attribute

    Outgoing Claim Type

    NameID

    NameID

    Given-Name

    Given Name

    Surname

    Surname

Each user in your Aha! account needs to have a unique NameID. This value must be unique — an email addresses cannot be used as a NameID. This ensures that any changes to a user's email address can be reflected in your Aha! account.

  • Click OK.

  • On the Issuance Transform Rules tab, click Add Rule... again.

  • Select the Transform an Incoming Claim template, then click Next.

  • Name the rule and make the following selections:

    • Incoming claim type: NameID

    • Outgoing claim type: NameID

    • Outgoing name ID format: Email

    • Pass through all claim values

  • Click OK.

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In Aha! Roadmaps

  1. Navigate to Settings ⚙️ Account Ideas Ideas portals or Ideas Overview. You will need to be an administrator with customizations permissions to configure an ideas portal.

    1. From your account settings, click the name of the ideas portal you wish to edit.

    2. From Ideas Overview, click the pencil icon by the name of the ideas portal you wish to edit.

  2. Once you have your portal settings open, navigate to the Users tab, and the SSO section.

  3. Choose SAML as your identity provider Type. Click Save.

  4. The SAML 2.0 configuration will display.

  5. For the Metadata URL, enter the URL to the metadata xml listed in AD FS 2.0 console, e.g. https://adfs.<company>.com/FederationMetadata/2007-06/FederationMetadata.xml.

  6. Enter the remaining fields following the SAML 2.0 configuration instructions.

  7. Click Enable SSO to complete the configuration.

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Share your SSO configuration between portals (Aha! Ideas Advanced plan)

If you have added Ideas Advanced functionality to your Aha! Roadmaps account, the process to create and assign an identity provider looks a little different.

  1. Follow the same steps in ADFS listed above.

  2. Navigate to Settings ⚙️ Account Ideas portals or Ideas Overview. You will need to be an administrator with customizations permissions to configure an ideas portal.

    1. From your account settings, click the name of the ideas portal you wish to edit.

    2. From Ideas Overview, click the pencil icon by the name of the ideas portal you wish to edit.

  3. Once you have your portal settings open, navigate to the Users tab, then the SSO section.

  4. Select Add new provider from the Identify Provider dropdown.

    1. Name: Name your identity provider. Note: We recommend that you name your provider something easily recognizable to the different portals that might want to use it, like Employees, or Customers.

    2. Type: Choose SAML as your identity provider type.

    3. Click Save and continue in Aha!

    4. Enter the remaining fields following the SAML 2.0 configuration instructions.

  5. Click Enable SSO to enable your identity provider.

To share your identity provider configuration between multiple ideas portals:

  1. Open each portal's settings.

  2. Once you have your portal settings open, navigate to the Users tab, then the SSO section.

  3. Select the identity provider you just created from the Identity provider dropdown.

  4. Congratulations! You just shared your configuration with another portal.

  5. Repeat these steps for each portal you wish to use the shared Identity provider configuration.

You can manage your identity provider configuration — and the portals that use it — from the Identity providers tab in Settings ⚙️ Account Ideas portals.

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Troubleshooting

We have created an article to help you troubleshoot common SSO configuration issues, complete with explanations and resolutions.

The best place to start in most of these situations is the Recent SSO events for your SSO configuration, at the bottom of the configuration page. Those messages will help diagnose and solve the problem.

It is possible to invite an ideas portal user from your ideas portal settings who has not been configured with the identity provider your portal is using. The user will not be able to log in to the ideas portal until they can be authenticated by the identity provider.

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If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.

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