Explain the installation of the Vtiger SAML application in Microsoft Entra ID (previously known as Azure AD).
Follow these steps to install the Vtiger SAML application in Microsoft Entra ID: - Open your Microsoft Entra ID portal.
- Click View on Manage Microsoft Entra ID.
- Click Enterprise Applications under the Manage tab.
- Click the +New Application button.
- Search for Vtiger in the Search Applications bar.
- Click on the Vtiger CRM (SAML) app. The Vtiger CRM (SAML) window opens.
- Click Create. An Application Vtiger CRM SAML added successfully message will be displayed.
Now, go to Vtiger SAML app. - Click on the Single sign-on option under the Manage tab.
- Select SAML.
Next, set up Single Sign-On with SAML. - Go to All Applications.
- Select Vtiger CRM (SAML).
- Click on Get Started on the Set up single sign-on tab.
- Click the SAML tab.
- Go to Step-3 - SAML Certificates.
- Click Edit. A SAML Signing Certificate window opens. A default certificate will be available on installing the Vtiger SAML app, which will be in Active status. The user can add a new certificate if needed.
- Click the three dots on the Active certificate.
- Click Base64 certificate download from the drop-down to download and save it on your computer.
- Go to Downloads. A 'Do you want to open this file?' window opens.
- Click Open. A Certificate window opens.
- Click Install Certificate.
- Click Next.
- Click Next.
- Click Finish. An Import was successful message will be displayed. Open the downloaded certificate using Notepad or a text editor.
- Log in to the CRM.
- Click Settings.
- Click Authentication under User Management. The Authentication settings page opens.
- Click the Edit icon in the Login Method section.
- Enable the SAML checkbox. The SAML details will appear.
- Go to Step 4 - Set up Vtiger CRM (SAML).
- Copy the following from Entra ID and paste them in Vtiger:
- Log in URL into IDP SSO URL
- Microsoft Entra ID identifier into IDP Entity ID
- Log out URL into IDP SLO URL - You can also give your instance URL.
- Copy the certificate contents and paste it into X.509 Certificate field in Vtiger. (From step 7).
- Click Save in Vtiger.
You will get the SP Entity ID and SP ACS URL.Follow the below steps to configure in the Microsoft Entra ID Portal. - Log in to the CRM.
- Click the User Profile.
- Click Settings.
- Click Authentication under User Management.
- Copy the following and paste it into the Microsoft Entra ID
- Copy the SP Entity ID from Vtiger CRM.
- Copy the SP ACS URL from Vtiger CRM.
- Copy the Logout URL.
- Go to Step 1 in the Microsoft Entra ID portal.
- Click the Edit icon.
- Paste the above-copied ID in the following Microsoft Entra ID fields:
- Paste the SP Entity ID from Vtiger CRM.
- Paste the SP ACS URL from Vtiger CRM.
- Paste the same SP ACS URL in the Sign-on URL.
- Paste the Logout URL.
- Click Save.