Configure iGrafx for automatic user provisioning

This tutorial describes how to configure the iGrafx platform with Azure AD to have automatic user provisioning and de-provisioning. User provisioning is only available in an iGrafx cloud offering. For more information on how this technology works see this Azure document. 

Prerequisites

The following items are required to continue:

1. An Azure Active Directory tenant
2. An Enterprise or Dedicated iGrafx Cloud Tenant
3. A secret token (instructions to generate the token are found below)
4. A custom tenant identifier (requested via our support page) https://scim.igrafxcloud.com/scim/v2/<identifier>

To create your SCIM directory and generate your secret token 

The user performing the steps requires Manage user directories server permission

1. Log into iGrafx Process360 Live Process design
2. Go to Administration → User Management → Directories
3. Click Add new directory
4. Enter the name of the directory
5. Select directory type SCIM
6. Click Create directory
7. Note your SCIM secret token for later use
   Note: To generate a new token, click edit on the SCIM directory and then generate new token

To configure automatic user account provisioning to iGrafx in Azure AD:

1. In the Azure portal, browse to the Azure Active Directory > Enterprise Apps > All applications section.

2. Click New Application at the top of the page. 
3. Click Create your own application
   1. Enter a name in Input Name field
   2. Select "Integrate any other application you don't find in the gallery"
4. Now click Provisioning Tab
   1. May have to click Get Started button to see the next step
5. Set the provisioning mode to Automatic
   

   

   
   

6. Enter the Tenant URL and Secret Token received in the prerequisites

7. Click Test Connection to see if your connection was successful ( Not successful? Contact our support for further assistance)
8. Under Settings → Enter an email to receive any synchronization issues
9. Click Save
10. Open the Mappings accordion that appears after saving

Configuring Mappings

Enable User Mapping 

Now open the mappings dropdown located under the "Admin Credentials" section

1. Enable Provisioning of Users
2. Select Create, Update, and Delete under target object actions
   

   

   
   
   

3. By default, Azure Entra ID defines a large number of mappings. iGrafx only needs the following 5 attributes mapped which are listed below.

   

   We suggest changing the defaults to the below, in particular the username must be adjusted to be a valid email address. The mail  attribute is commonly available for this.

   iGrafx User Attribute	Attribute Mapping Values
   	Mapping Type	Source Attribute/Expression	Target Attribute
   Username	Direct	mail	userName
   Enabled	Expression	Not([IsSoftDeleted])	active
   Email	Direct	mail	emails[type eq "work"].value
   First name	Direct	givenName	name.givenName
   Last name	Direct	surname	name.familyName

   
   

   You can delete all other extra Attribute Mappings. The remaining ones should look like this:
   
   

   

   
   
   

4. Click Save at the top

Enable Group Mapping

1. Enable Provisioning of Groups
   

   

   
   
   
2. Select Create, Update, and Delete under the Target object actions

3. Change the Group Attribute mappings as follows
   
   

   

   
   

   1. If objectId or members is missing in your mappings, click Add New Mapping and configure them as shown below

      Mapping Type	Source Attribute/Expression	Target Attribute
      Direct	members	members
      Direct	objectId	externalId

4. Click Save
5. Once both user and group mappings are configured, press Save at the top of the main window.

Configure Users and Groups to provision

To select which users and groups are synchronized, go to the Users and Groups blade on your Enterprise application, and choose the users and groups you would like to have provisioned:

Once you have selected the users and groups you would like to provision, the synchronization should run every 40 minutes and create your users and groups as configured.

For more information on how to read the Azure AD provisioning logs, see Reporting on automatic user account provisioning.

Additional resources

• Managing user account provisioning for Enterprise Apps
• What is application access and single sign-on with Azure Active Directory?