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This guide explains how to integrate Active Directory Federation Services (ADFS) with your platform using OpenID Connect (OIDC) for Single Sign-On (SSO). It includes detailed instructions for retrieving the required configuration data from ADFS.

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Prerequisites

Before starting, ensure you have:
  1. Access to the ADFS Management Console with admin permissions.
  2. An SSL certificate installed and configured for your ADFS server.

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Steps for Customers to Obtain Configuration Data

Follow these steps to set up ADFS and retrieve the necessary information for integration.

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Step 1: Create a New Application Group in ADFS

  1. Open the ADFS Management Console on your ADFS server.
  2. In the left-hand menu, expand ADFS > Application Groups.
  3. Right-click Application Groups and select Add Application Group.
  4. Enter a name for your application group (e.g., Your Platform SSO) and choose Server application accessing a web API.
  5. Click Next.

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Step 2: Configure the Server Application

  1. On the Server application page:
    • Client Identifier: Enter a unique identifier (e.g., your-platform-client-id).
    • Click Add Application and enter the Roe-AI Redirect URI https://app.roe-ai.com/sso/callback.
  2. Click Next.

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Step 3: Configure the Web API

  1. On the Web API page:
    • Leave the Identifier field as the default value (e.g., https://<adfs-server>/adfs/services/trust).
    • Click Next.

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Step 4: Generate a Client Secret

  1. On the Client Secret page:
    • Click Generate a shared secret and copy the generated value. This will be used as the OIDC Client Secret.
    • Click Next.

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Step 5: Configure Application Permissions

  1. On the Configure Application Permissions page:
    • Ensure the default permission openid is enabled.
    • Add any additional permissions required by your platform (e.g., email, profile).
    • Click Next.

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Step 6: Collect the ADFS Endpoints

  1. Open the ADFS Federation Metadata XML by navigating to https://<adfs-server>/FederationMetadata/2007-06/FederationMetadata.xml.
  2. Extract the following URLs from the metadata:
    • Authorization Endpoint: https://<adfs-server>/adfs/oauth2/authorize
    • Token Endpoint: https://<adfs-server>/adfs/oauth2/token
    • User Info Endpoint: Add /userinfo to the base ADFS server URL (e.g., https://<adfs-server>/adfs/oauth2/userinfo).
Replace <adfs-server> with the URL of your ADFS server.

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Configuration on Your Platform

Once you’ve collected the necessary information from ADFS, configure your platform as follows:
FieldValue
OIDC Client IDThe Client Identifier configured in ADFS.
OIDC Client SecretThe Client Secret generated in Step 4.
OIDC Authorization Endpointhttps://<adfs-server>/adfs/oauth2/authorize
OIDC Token Endpointhttps://<adfs-server>/adfs/oauth2/token
OIDC User Info Endpointhttps://<adfs-server>/adfs/oauth2/userinfo
OIDC User Identifier Keysub
OIDC User First Name Keygiven_name
OIDC User Last Name Keyfamily_name

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Testing the Integration

  1. Log out of your account on the platform.
  2. Go to the login page and select Sign in with SSO.
  3. Authenticate via ADFS.
  4. Verify that:
    • You are redirected back to the platform.
    • Your user details (e.g., name, email) are displayed correctly.

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Troubleshooting

  • Invalid Client ID/Secret:
    • Verify the Client ID and Client Secret are entered correctly in your platform.
  • Authorization Errors:
    • Ensure the Redirect URI matches the one configured in ADFS.
  • User Info Mapping Issues:
    • Use a tool like Postman to test the User Info Endpoint (https://<adfs-server>/adfs/oauth2/userinfo) and validate the keys.
For further assistance, contact our support team.
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