orchestrator
2023.10
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Orchestrator user guide

Automation CloudAutomation Cloud Public SectorAutomation SuiteStandalone
Last updated Feb 13, 2025

ADFS Authentication

Configure a machine to support ADFS and make sure you have access to the ADFS Management software. Address to your system administrator in this regard.

Configure ADFS to Recognize a New Orchestrator Instance

Note: The following steps are valid for the ADFS Management tool. Please note that the following procedure is a broad description of a sample configuration. For a fully detailed how-to, visit the official ADFS Documentation.
  1. Open ADFS Management and define a new relying party trust for Orchestrator as follows:
    1. Select Relying Party Trusts.
    2. In the Actions panel, select Add Relying Party Trust. The Add Relying Party Trust Wizard is displayed.
    3. In the Welcome section, select Claims Aware.
    4. In the Select Data section, choose the Enter data about relying party manually option.
    5. In the Specify Display Name section, in the Display name field, insert the URL of the Orchestrator instance.
    6. The Configure Certificate section does not need any specific settings so you may leave it as it is.
    7. In the Configure URL section, select the Enable support for the SAML 2.0 Web SSO Protocol and fill in the URL of the Orchestrator instance plus the suffix identity/Saml2/Acs in the Relying party SAML 2.0 SSO service URL field. For example, https://orchestratorURL/identity/Saml2/Acs.
    8. In the Configure Identifiers section, fill in the URL of the Orchestrator instance in the Relying party trust identifier field.
    9. In the Choose Access Control Policy section make sure to select the Permit everyone access control policy.
    10. The next two sections (Ready to Add Trust and Finish) do not need any specific settings so you may leave them as they are.
    11. The newly added party trust is displayed on the Relying Party Trusts window.
    12. Make sure that the default value for your URL is Yes (Actions > Properties > Endpoints).

  2. Select the relying party trust and select Edit Claim Issuance Policy from the Actions panel. The Edit Claim Issuance Policy wizard is displayed.
  3. Select Add rule and create a new rule using the Send LDAP Attributes as Claims template with the following settings:


  4. Once ADFS is configured, open PowerShell as an administrator and run the following commands:
    • Set-ADFSRelyingPartyTrust -TargetName "DISPLAYNAME" -SamlResponseSignature MessageAndAssertion (Replace DISPLAYNAME with the value set on point 1.e.)
    • Restart-Service ADFSSRV

Set Orchestrator/Identity Server to Use ADFS Authentication

  1. Define a user in Orchestrator and have a valid email address set on the Users page.
  2. Import the signing certificate provided by the Identity Provider to the Windows certificate store using Microsoft Management Console.
  3. Log in to the host Management portal as a system administrator.
  4. Select Security.
  5. Select Configure under SAML SSO.

    The SAML SSO configuration page opens.

  6. Set it up as follows:
    • Optionally select the Force automatic login using this provider checkbox if, after the integration is enabled, you want your users to only sign in through the SAML integration.
    • In the Display Name field, type the name that you want to show for the SAML login option on the Login page.
    • Set the Service Provider Entity ID parameter to https://orchestratorURL/identity/Saml2/Acs.
    • Set the Identity Provider Entity ID parameter to the value obtained by configuring ADFS authentication.
    • Set the Single Sign-On Service URL parameter to the value obtained by configuring ADFS authentication.
    • Select the Allow unsolicited authentication response checkbox.
    • Set the Return URL parameter to https://orchestratorURL/identity/externalidentity/saml2redirectcallback.
    • Set the External user mapping strategy parameter to By user email.
    • Set the SAML binding type parameter to HTTP redirect.
    • In the Signing Certificate section, from the Store name list, select My.
    • From the Store location list, select LocalMachine.

    • In the Thumbprint field, add the thumbprint value provided in the Windows certificate store. Details.

      Note:
      Replace all occurrences of https://orchestratorURL with the URL of your Orchestrator instance.
      Make sure that the URL of the Orchestrator instance does not contain a trailing slash. Always fill it in as https://orchestratorURL/identity, not https://orchestratorURL/identity/.
  7. Select Save to save the changes to the external identity provider settings.

    The page closes and you return to the Security Settings page.

  8. Select the toggle to the left of SAML SSO to enable the integration.
  9. Restart the IIS server.

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