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SAML 2.0 is the XML-based single sign-on standard most enterprise identity providers (IdPs) support. You exchange two sets of values: CloudThinker’s service provider (SP) details go into your IdP, and your IdP’s details go back into CloudThinker.

Prerequisites

  • An organization on the Scale, Scale Plus or Enterprise plan.
  • The organization Owner role and a verified email domain. See Set up single sign-on.
  • Admin access to your identity provider.

What you exchange

The wizard at Admin Settings → Identity and access → Setup SSO → SAML 2.0 has three steps: Protocol, SP Metadata and IdP Config.
On the IdP Config step, paste your IdP’s metadata URL into the field at the top and click Import. CloudThinker fills IdP Entity ID, SSO URL and IdP Certificate, plus SLO URL and Name ID Format when the metadata includes them.
CloudThinker reads the user’s email from an email, mail, emailAddress or Microsoft emailaddress claim, and falls back to the NameID when it’s an email. If your NameID isn’t an email (for example Persistent or Transient), you must send an email attribute, or sign-in fails. First and last name come from firstName/givenName and lastName/surname.

Configure your provider

Start the wizard, choose SAML 2.0, click Next, and keep the SP Metadata step open while you work in your IdP. Every provider also needs a Display Name on the IdP Config step; any label works, for example Company SSO.
1

Create a SAML app integration

In the Okta Admin Console, go to Applications → Applications → Create App Integration → SAML 2.0. Name it CloudThinker.
2

Configure SAML settings

3

Add attribute statements

4

Copy the IdP metadata

Save the app. On its Sign On tab, click View SAML setup instructions. Copy the metadata URL, or copy Identity Provider Single Sign-On URL, Identity Provider Issuer and X.509 Certificate.
5

Assign people in Okta

On the app’s Assignments tab, assign the users or groups who need CloudThinker.
6

Finish in CloudThinker

Click Next to reach IdP Config. Import the metadata URL, or enter Identity Provider Issuer as IdP Entity ID, Identity Provider Single Sign-On URL as SSO URL, and X.509 Certificate as IdP Certificate. Click Create Connection.
Success state: the dialog shows SSO Connection Created and the connection is Active. Next, run the connection test and a test sign-in from Set up single sign-on.

How CloudThinker handles SAML sign-ins

What happens on first sign-in

Set the provisioning mode and default role in Set up single sign-on.

If your IdP is unavailable

The organization Owner is exempt from Require SSO and can still sign in with an email code. See If your IdP is unavailable for the steps and the mailbox to set up first.

Rotate the IdP certificate

CloudThinker doesn’t warn before the stored certificate expires and doesn’t show its expiry date. Check the date in your IdP and set your own reminder. CloudThinker checks signatures against one certificate, so sign-ins fail between the moment your IdP starts signing with the new certificate and the moment you save it in CloudThinker. Keep that gap to a minute or two.
1

Prepare the new certificate in your IdP

Create or upload the new signing certificate, but don’t make it active yet. Copy it, including the BEGIN and END lines.
2

Switch your IdP to the new certificate

Make the new certificate active for the CloudThinker app.
3

Save it in CloudThinker right away

Open Manage → Configuration on the Single sign-on card, paste the certificate into IdP Certificate, and click Save Changes.
4

Test

Run the connection test from Manage → Overview, then sign in through SSO in a private window.Success state: the test passes Certificate Valid and the sign-in lands you in CloudThinker.
If something goes wrong, the Owner can still sign in with an email code and fix the certificate.

Troubleshooting

The ACS URL in your IdP must match CloudThinker’s ACS URL exactly, including https:// and with no trailing slash. Copy it again from the SP Metadata step or from Manage → Configuration.
The audience or entity ID in your IdP must match CloudThinker’s SP Entity ID exactly. The comparison is case-sensitive.
Paste the full certificate, including the BEGIN and END lines, with no extra characters. If your IdP rotated its certificate, paste the new one on Manage → Configuration and click Save Changes. To avoid this next time, follow Rotate the IdP certificate.
That’s expected. IdP-initiated sign-in is off. Ask users to start at the CloudThinker sign-in page.
CloudThinker shows this one message for every rejected SAML response, so check these in order:
  • Assertion not signed: your IdP signs only the response. Turn on assertion signing (see your provider’s tab above).
  • Assertion encrypted: turn off assertion encryption for the CloudThinker app.
  • Wrong certificate: paste the IdP’s current signing certificate on Manage → Configuration.
  • Clock drift: your IdP’s clock is more than two minutes off.
Check that the user is assigned to the CloudThinker app in your IdP, then match the message they see against Finding out why an SSO sign-in failed.
Your IdP isn’t sending first and last name. Add firstName and lastName (or givenName and surname) in your provider’s attribute mapping.

Next steps

Test and require SSO

Run the connection test, choose provisioning, and turn on Require SSO

SCIM provisioning

Sync users and groups from your IdP automatically