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Configuring SAML SSO for LiquidPlanner

These steps will guide you through setting up the single sign-on functionality between ADSelfService Plus and LiquidPlanner

Prerequisite

  1. Log in to ADSelfService Plus as an administrator.

  2. Navigate to Configuration → Self-service → Password Sync/Single Sign-on.

  3. Search for LiquidPlanner and select it.

  4. Click Download SSO Certificate link in the top-right corner of the screen.

  5. In the SSO/SAML Details pop-up screen that appears, note down the values of Login URL, Logout URL  and FingerPrint. We will need these values in a later step.

      Note: Instead of FingerPrint, you can also download the SSO certificate and use it for SSO configuration.

LiquidPlanner (Service Provider) configuration steps

  1. Now, log in to your LiquidPlanner administrator account.

  2. Click your User Profile picture at the top-right corner of the screen, and select Settings

  3. From the left-hand navigation, select Single Sign On Configuration.

    Screenshot
  4. Select Configuration.

  5. Choose a unique subdomain for custom login. This value will serve as the SP Identifier while configuring LiquidPlanner in ADSelfService Plus. Note down this value.

  6. In the Fingerprint field, enter the Fingerprint value you had saved in Step 5 of Prerequisite.

    Screenshot
  7. In the Remote Login URL, enter the Login URL value you had saved in Step 5 of Prerequisite.

  8. In the Logout Landing URL, enter the Logout URL value you had saved in Step 5 of Prerequisite.

  9. Click Save.

  10. After you configure your SSO settings, you must test them. Select Test URL to do this.

  11. Once your test is successful, go to Enable SSO.

    Screenshot
  12. Change the radio button from No to Yes if you want to enable SSO for your workspace.

  13. Click Save.

  14. After setting up SSO, you need to configure your LiquidPlanner members’ behavior.

  15. Once done with selections, click Save.

ADSelfService Plus (Identity Provider) configuration steps

  1. Now, switch to ADSelfService Plus’ LiquidPlanner configuration page.

  2. In the Domain Name field, enter the domain name of your email address. For example, if you use [email protected] to log in to LiquidPlanner, then thinktodaytech.com is the domain name.

  3. In the Account ID field, enter the unique subdomain you saved in Step 5 of LiquidPlanner configuration.

    Screenshot
  4. Enter a Description for the connection.

  5. In the Available Policies field, select the policies for which you wish to enable single sign-on.

  6. Click Save.

    For LiquidPlanner, both IdP-initiated and SP-initiated flows are supported.


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