Configuring Single Sign-on from the VMware Identity Manager Service to Exterro E-Discovery

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Configuring Single Sign-on from the VMware Identity Manager Service to Exterro E-Discovery VMware Identity Manager A P R I L 2 0 1 6 V1

Configuring Single Sign-On from VMware Identity Manager to Exterro E-Discovery Table of Contents Overview... 1 Adding Exterro E-Discovery to VMware Identity Manager Catalog... 1 Add Exterro E-Discovery to the Catalog... 1 Download SAML-Signing Certificate... 2 Setting up Exterro E-Discovery... 3 Testing Single Sign-on Configuration... 3 Set up User in VMware Identity Manager for Testing... 3 Set up User in Exterro E-Discovery for Testing... 4 Verify Test-User can Sign into Exterro E-Discovery... 4 Completing the Configuration in the Catalog... 4 Entitle Users to Exterro E-Discovery... 5

Overview This document provides information about configuring SAML-based single sign-on from the VMware Identity Manager service to Exterro E-Discovery. Exterro E-Discovery provides comprehensive data collection, analysis, review, and production. You add the Exterro E-Discovery application to the VMware Identity Manager catalog and enable SAML authentication in Exterro E-Discovery to allow users logged into the service to have single sign-on access to Exterro E-Discovery. You must have an administrator account for the VMware Identity Manager service as well as an administrator account for Exterro E-Discovery. You work with your Exterro E-Discovery representative to configure Exterro E-Discovery. Adding Exterro E-Discovery to VMware Identity Manager Catalog To enable single sign-on to Exterro E-Discovery on the service, you must configure the application in the catalog. Add Exterro E-Discovery to the Catalog 1. Log in to the VMware Identity Manager administration console. 2. In the Catalog page, click Add Application >...from the cloud application catalog. 3. Click the Exterro E-Discovery icon. The Modify application page appears. 4. Select Configuration in the left pane. The Configuration page is preconfigured as follows. IMPORTANT: Do not change any of the preconfigured values, unless specified below. F I E L D Launch URL C O NF I G U RE D V AL UE Automatically populated with your launch URL. For example: https://myco.example.com:443/saas/api/1.0/get/apps/launch/app/ a59f9455-b744-4529-bac5-543bd8e89918 RelayState Proxy Count Login Redirection URL Include Destination Sign Response Enabled Enabled /1

Sign Assertion Include Cert Allow API Access Configure Via Assertion Consumer Service* Name ID Format Name ID Value Recipient Name* Audience* Assertion Lifetime Signing Certificate Manual Configuration selected Automatically populated with the URL the SAML should be posted to: https://{subdomain}.exterro.net/exterro.sso/saml2/post Custom Custom value selected, with value set to ${user.employeenumber} Automatically populated with the SP s assertion consumer service URL: https://{subdomain}.exterro.net/exterro.sso/saml2/post The SPs unique identifier: https://{subdomain}.exterro.net/shibboleth 200 Pre-populated with the SAML signing certificate. Application Parameters Must be configured. See step 5. Attribute Mapping 5. In the Application Parameters section, set the value of the subdomain parameter. For example, if your Exterro E-Discovery URL is https://myco.ediscovery.com, then set the subdomain value to myco. 6. Click Save. Download SAML-Signing Certificate You must have the SAML-signing certificate from the VMware Identity Manager service for the Exterro E- Discovery configuration. 1. In the Catalog > Settings tab, click SAML Metadata. 2. Copy and save the Signing Certificate text as a.pem file on your computer. Make sure that you include text from -----BEGIN CERTIFICATE---- through ---------END CERTIFICATE-----. /2

Setting up Exterro E-Discovery Contact Exterro E-Discovery to complete the VMware Identity Manager configuration in Exterro E-Discovery. You may need the following information: Your VMware Identity Manager domain name The VMware Identity Manager SAML signing certificate you saved previously Testing Single Sign-on Configuration Test your single sign-on configuration with a small number of users before deploying the application across your organization. Set up User in VMware Identity Manager for Testing 1. Log in to the VMware Identity Manager administration console. 2. In the Users & Groups page, click Users and ensure that the user you are testing is in the list of users. 3. In the Catalog page, click Exterro E-Discovery. 4. Click Entitlements. 5. Click +Add user entitlement. 6. Select the test user and change the DEPLOYMENT field value for the user to Automatic. For example: /3

7. Click Save, then click Done. 8. In the top-right corner of the page, click your user name and select Logout. Set up User in Exterro E-Discovery for Testing Make sure the test user you set up in VMware Identity Manager is configured in Exterro E-Discovery, too. Verify Test-User can Sign into Exterro E-Discovery 1. Sign in to the user portal as the test user. 2. Click the Exterro E-Discovery icon on the My Apps page. You should now have single sign-on access to Exterro E-Discovery. Completing the Configuration in the Catalog In addition to configuring the Web application for single sign-on to the service, you can configure additional settings to add an access policy, set up app licensing requirements, and entitle users and groups to the application. Entitlements Access Policies Licensing After you configure a Web application, you can add group entitlements and entitle individual users to the Web application. The VMware Identity Manager service includes a default policy that is automatically assigned to the Web app when you add the app to the Catalog. If you do not want to use the default access policy, create a new access policy and in the Access Policies link, select the access policy to use for this Web application. For example, you can create a stricter policy than the default, with rules that specify which IP addresses have access to the application, using which authentication methods, and for how long until reauthentication is required. See the VMware Identity Manager documentation at http://pubs.vmware.com. Licensing can be used to require users to request license approval before they can access the application. You can add additional information, including pricing, license type, cost per license and the number of licenses. You can run the Resource Usage report to see the licensing information for the application. /4

Entitle Users to Exterro E-Discovery You can activate single sign-on for all users. Before you do so, ensure that all the user accounts are provisioned in Exterro E-Discovery. 1. Log in to the VMware Identity Manager administration console. 2. In the Catalog page, click Exterro E-Discovery. 3. In the Modify application page, click Entitlements. 4. Click +Add group entitlement. 5. Select ALL USERS and change the DEPLOYMENT TYPE field value to Automatic. 6. Click Save, then click Done. /5

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