Confluence SAML app gives the ability to enable SAML Single Sign On for Confluence Software. Confluence Software is compatible with all SAML Identity Providers. Here we will go through a guide to configure SSO between Confluence and your Identity Provider. By the end of this guide, users from your Identity Provider should be able to login and register to Confluence Software.
Pre-requisites
To integrate your Identity Provider(IDP) with Confluence, you need the following items:
- Confluence should be installed and configured.
- Admin credentials are set up in Confluence.
- Confluence server is https enabled (optional).
- Valid Confluence Server and Data center Licence.
Download And Installation
- Log into your Confluence instance as an admin.
- Navigate to the settings menu and Click Manage Apps.
- Click Find new apps or Find new add-ons from the left-hand side of the page.
- Locate Confluence SSO/ Single Sign On, SAML SSO via search.
- Click Try free to begin a new trial or Buy now to purchase a license for Confluence SSO/ Single Sign On, SAML SSO.
- Enter your information and click Generate license when redirected to MyAtlassian.
- Click Apply license.
Step 2: Setup Confluence as Service Provider
Configure Identity Provider
Step 1. Adding IDP settings in add-on
- With the information you have been given by your IDP, you can configure IdP settings in 3 ways.
Step 3: Setting up Confluence user profile attributes
We will be setting up user profile attributes for Confluence. If your users are stored in a directory that is Read Only, please check Disable User Profile Mapping in User Profile tab and follow steps given in Matching a User.
a. Finding correct attributes
- Go to Configure IDP tab. Scroll down and click on Test Configuration.
- You will see all the values returned by your IDP to Confluence in a table. If you don’t see value for First Name, Last Name, Email or Username, make the required settings in your IDP to return this information.
- Once you see all the values in Test Configuration, keep the window open and go to User Profile tab.
b. Setting profile attributes
- In this tab, fill the values by matching the name of the attribute. For instance, if the Attribute Name in the Test Configuration window is NameID, enter NameID against Username
- Setting up both Username and Email is required if you want to let users register. If you want existing users to only login, configure the attribute using which you will match user in Confluence.
c. Matching a User
When user logs into Confluence, one of the user’s data/attribute coming in from the IDP is used to search the user in Confluence. This is used to detect the user in Confluence and login the user to the same account.
- Go to User Profile tab
- Select Username or Email for Login/Search Confluence user account by
- Enter the attribute name from IDP which corresponds to Username or Email using Finding Correct Attributes.
Step 4: Assigning groups to users
We will be setting up user group attributes for Confluence. If your users are stored in a directory that is Read Only, please check Disable Group Mapping in User Groups tab and skip to Setting default group.
a. Setting default group
- Select the users' Default Group in the tab User Groups. If no group is mapped, users are added by default to this group.
- You can enable default groups for All Users or New Users using the option.Select None if you don't want to assign any default group to SSO users. Using the option Enable Default Groups for.
b. Finding Group Attribute
- Just like we found Attribute Name for User Profile attributes, we find group attribute.
- Go to Configure IDP tab. Scroll down and click on Test Configuration.
- You will see all the values returned by your IDP to Confluence in a table. If you don't see value with groups, make the required settings in your IDP to return group names.
- Once you see all the values in Test Configuration, keep the window open and go to User Groups tab.
- Enter the Attribute Name of group against Group Attribute.
- Check Disable Group Mapping option if you don't want to update groups of existing users.
c. Group Mapping
Group Mapping can be done in two ways:
- Manual group mapping: If the names of groups in Confluence are different than the corresponding groups in IDP, then you should use Manual group mapping.
- On-The-Fly group mapping: If the names of groups in Confluence and IDP are same, you should use On-The-Fly group mapping.
I. Manual Group Mapping
- Check Restrict User Creation Based on Group Mapping option if you want new users to be created only if at least one of the user's IDP groups is mapped to a group in the application.
- For mapping, first select a Confluence group from the dropdown which lists all groups present in Confluence and then enter the name of the IDP group to be mapped in the textbox beside
- For example, if you want all users in 'dev' group in IDP to be added to confluence-users, you will need to select confluence-users from the dropdown and enter 'dev' against confluence-users.
- Use '+1' and '+10' buttons to add extra mapping fields.
- Use '-' button next to each mapping to delete that mapping.
II. On-The Fly Group Mapping
- Check Create New Groups option if you want new groups from IDP to be created if not found in Confluence.
- If the user is part of some group in Confluence and that group is not present in the SAML response returned by IDP, then the user will be removed from that group in Confluence.
- If you don't want On-The-Fly group mapping to affect Confluence groups which are managed locally then add those groups in Exclude Groups field.
Step 5: SSO Settings
The settings in Sign In Settings tab define the user experience for Single Sign On
a. Sign In Settings
- Set button text for button on login page using Login Button Text
- Set redirect URL after login using Relay State. Keep this empty for coming back to the same page user started from
- Enable Auto-redirect to IDP if you want to allow users to login only using IDP. Enable backdoor for emergency
b. Custom Login Template
- Set custom login template to redirect users to a custom login page instead of Confluence default login page. This won't work if you have Auto-redirect to IDP enabled.
- Don't forget to copy default login page URL in case of emergency.
c. Sign Out Settings
- Enter a custom logout URL to redirect your users to a pre-defined logout page
- Set a custom logout template to show custom logout page to users on logout
d. SSO Error Settings
- Set error template to redirect users to a custom error page instead of login page. Use this if you have Auto-redirect to IDP enabled.
e. Advanced Settings
- Remember Me: If enabled, user stays logged in until user explicitly logs out.
- You can extend Confluence default session timeout using these steps. By default it is set to 60 minutes.
- Validate IDP's SAML Response: Configure time difference(in minute) here In case Confluence server time is not in sync with your IDP's time.
Quick Setup streamlines the initial configuration process by automatically handling all essential details
required for a basic SSO setup. This allows you to quickly enable SSO functionality and then configure more
advanced features at your own pace.
You can follow the steps provided below initiate a Quick Setup:
- Click on the Add New IDP button in the Configured IDPs section.
- Next, select the Quick Setup option in the pop-up that appears.
- Select your preferred IDP from the list of IDPs displayed. You can also search for an IDP using the search
bar.
2.1: Service
Provider Metadata
After selecting your preferred IDP, you’ll be taken to the Service Provider (SP) Metadata section.
Here, you will find the metadata that you need to provide to your IDP.
The setup gives you two ways to add this metadata to your IDP. Let’s explore these two methods in depth:
2.2: Configuring
your Identity Provider
Let’s explore how you can configure your IDP using the metadata.
2.3: User
Profile
With the Identity Provider (IDP) configured, we will now set up the basic user profile attributes for your
Service Provider (SP).
2.5:
Troubleshooting and Support
Here, you can review the results of a successful test configuration, including the attributes received from
your IDP, the SAML request sent, and the SAML response received.
The Quick Setup method establishes basic SSO functionality for your end-users. However, you can further
customize your setup by utilizing the full set of features provided by the plugin.
To access advanced configuration options:
- Navigate to the Configured IDPs page.
- Locate the Edit dropdown menu for your configured IDP.
- From here, you can access your SP Metadata and customize settings for User Profile and
User Groups.
- For detailed information on customizing User Profile and User Groups settings, refer to the Custom Setup
section of this guide.
2.1: Service
Provider Metadata
If you intend to customize your IDP setup from the start, you can find the required Service Provider (SP)
metadata under the SP Metadata section. It contains essential information about your SP configuration
that you will need to provide to your IDP for seamless integration.
There are multiple ways to add this metadata to your IDP:
2.2: Configuring
Your Identity Provider
The manual setup flow allows you to dive into the complete set of configurations provided by the plugin to
add a SAML IDP.
The steps to configure an IDP using the Manual Setup option are:
2.2.1:
Adding IDP Metadata
There are three ways you can configure IDP settings with the information you have been given by your IDP
team:
2.2.1.1: By
Metadata URL
- Click on the Import from Metadata tab.
- Select IDP – Import From Metadata URL.
- Enter IDP metadata URL – paste the metadata URL that we fetched before initiating the Service
Provider .
- If your IDP changes certificates at intervals (Eg. Azure AD), you can refresh your IDP metadata
accordingly:
- Navigate to the Advanced SSO options from the menu on the left-hand side of the page.
- Enter your metadata URL in the Certificate Rollover field.
- Toggle the Refresh Certificate periodically option on.
- Use the drop-down provided to set the interval for a periodic refresh. We recommend you select five
minutes for the best results.
- Click Import.
2.2.1.2: By
Uploading Metadata XML File
- Click on the Import from Metadata tab.
- Select IDP: Import from Metadata File.
- Upload metadata file.
- Click Import.
2.2.1.3:
Manual Configuration
2.3: User
Profile
2.4: User Groups
Now, let's move on to configure user group attributes for Jira. This feature allows you to replicate the user
groups present in your IDP within your Service Provider (SP) environment.
You can accomplish this in the following ways:
2.4.1: Setting
default group
- Select the users' Default Group in the User Groups tab. If no group is mapped, users are added to this
group by default.
- You can enable default groups for All Users or New Users using the option. Select None if you don't want
to assign any default group to SSO users.
2.4.2: Finding
Group Attribute
Similarly to how you identified the Attribute Names for User Profiles, you will need to locate the
attribute name corresponding to group information.
Here’s how you can do this:
- Go to the IDP Configuration section. Scroll down and click on Test Configuration.
- A table will display all the values returned by your IDP to Jira. If you don't see group information
in this table, you'll need to adjust your IDP settings to ensure it returns the appropriate group names.
- In the User Groups tab, enter the Attribute Name for groups in the Group Attribute field.
- Enter the Attribute Name of the group against Group Attribute.
- If you don't want to update groups of existing users, check the Disable Group Mapping option.
2.4.3: Group
Mapping
Group Mapping can be done in two ways:
2.5:
Troubleshooting and Support
- You can verify if your SAML SSO configuration is correct by clicking the Test Configuration button on the IDP configuration tab of the plugin.
- After a successful test configuration, you will be able to review the results on the Troubleshooting and Support page. This includes the attributes received from your Identity Provider (IDP), the SAML request sent, and the SAML response received.
- In case you encounter any issues or errors while setting up your IDP, refer to the Troubleshooting section for guidance on how to contact our support team.
Step 3: Redirection on Login Page
- If you have only one IDP configured, then you can use the features provided on the SSO Settings
tab and Redirection
Rules tab of the plugin to manage the redirection on the login page.
- Enable the Auto Redirect to IDP option on the SSO Settings tab if you want to
allow users to log in only using IDP.
- Use the Emergency/Backdoor Login URL to allow all admins to access the default login page
of Jira/Confluence and log
in using Jira local credentials. You can also restrict access to this URL for certain users.
- Use the settings given on the Redirection Rules tab to redirect users to their specific
IDPs based on their email
domains, groups, and directories. This feature is particularly useful in instances where you
have multiple IDPs
configured.
Step 4: Multiple IDPs
Our plugin offers the flexibility to configure multiple identity providers (IDPs) on your service
provider (SP), expanding your options for authentication..
Step 4.1: Configuring Multiple IDPs
- If you need to configure multiple IDPs on your SP you can do so by going to the
Configured IDPs section and clicking on Add New IDP.
Step 4.2: Managing SSO with Multiple IDPs
- If you have multiple IDPs configured, you can choose how you want your end users to use
these IDPs to perform SSO.
- For instance, you can display individual buttons for different IDPs on the login page and
let the users decide
which IDP to use for SSO. Additionally, you can force certain users to use a specific IDP
based on the domain of
their username/email.
- You’ll be able to configure these rules in the Redirection Rules section.
- The plugin has a default rule that is pre-configured and applied to all the users
irrespective of their domains.
For instance, if you want to display the login page with SSO buttons for each of the IDPs
then your Default Rule
will be as follows:
- Based on the default rule mentioned above, the login form will contain buttons for each IDP.
Users will have the freedom to choose any of the configured IDPs to initiate SSO.
- You can also configure a rule so that your users will be automatically redirected to an IDP
based on their email domains.
- For instance, if you want users that have example.com as their domain to be redirected to
IDP 1, you can add a rule for that as follows:
- Click on the Add Rule in the Redirection Rules tab.
- Enter a name for your rule in Rule Name.
- In the IF statement select Email Domain in the first drop-down.
- For the same statement select equals in the second drop-down.
- In the last field of the IF statement, enter the email domain(example.com for the
purpose of this example)
- In the Then Redirect To drop-down, select the IDP you want the users with
example.com to be redirected to(IDP 1 in this case)
- Click on Save.
- When a rule like the one described above is configured, users will see a login form where
they will have to input their email address.
- Additionally, within the Sign-In Settings, you have the option to configure SSO for
administrators, grant access to anonymous pages, and establish an emergency URL for
bypassing SSO. These settings can be found in the left-hand side menu bar.