Configure SAML SSO Using PingOne

Prerequisites

A PingOne account with administrative permissions
An
Adaptive Planning
account with administrative permissions
A confirmation email from
Adaptive Planning
stating that SAML has been provisioned on your instance

Add

Adaptive Planning

to PingOne

Log in to PingOne.
Go to
Applications > My Applications
.
Click
Add New Application
.
Choose
Search Application Catalog
.
In the search text box, enter
Adaptive Planning
.
Select
Adaptive Planning
to start setting up the application.
Download the SAML Metadata and open the SAML Metadata xml document from PingOne.

Copy the Identity Provider EntityID from the downloaded SAML Metadata XML document and use it in the
Adaptive Planning
Admin > SAML SSO Settings
Identity Provider Entity ID field.
Copy the IDP SSO URL (with Bindings-POST) from the downloaded SAML Metadata XML document. You will use this URL in
Adaptive Planning
when setting up the Identity Provider SSO URL field.
From PingOne
Download
the
Signing Certificate
and save the certificate in a location you will remember.
From
Adaptive Planning
, go to
Admin > SAML SSO Settings
screen, upload the PingOne signing certificate you downloaded.
Click Save.
Configure the entity ID in PingOne:
In
Adaptive Planning
, copy the
Adaptive Planning
SSO URL found at the bottom of
Admin > SAML SSO Settings
screen.
In PingOne, go to SAML Settings for the
Adaptive Planning
app and paste the URL in both the
ACS URLS
and
Entity ID
fields.
From PingOne, copy the
Initiate Single Sign-On (SSO) URL
and paste it into a browser and attempt an SSO.
After successfully testing your setup, you can enable SAML SSO for your users. See Enabling SAML SSO for all Users in Adaptive Planning.

SSO Into Excel Interface for Planning and OfficeConnect