Configure Active Directory
TABLE OF CONTENTS
This is a small tutorial for a classic Active Directory installation, not Azure Active Directory.
Classic Active Directory requires more configuration to get running with SAML than its Azure sibling. Please follow the regular SAML-documentation for that one.
- In your Active Directory installation, enable Active Directory Federation Service (ADFS).
- To access Instana, ensure that all users have an email address in their profile.
- Administrative rights are required.
To make the configuration easier, we provide a Service Provider Metadata XML file. It can be downloaded from the SAML settings dialog:
To save the file for later use, click METADATA DOWNLOAD.
- From the tools list, open AD FS Management.
- Select Add Relying Party Trust.
After selecting we get presented with a wizard for creating a Relying Pary Trust, aka SAML.
The Select Data Source step of this dialog allows you to upload the service provider metadata that you downloaded from Instana. Upload the file and wait until Active Directory is done processing.
Finish the remaining steps to create the new trust.
Youare then prompted with the AD FS Management default view, which now contains the newly created Relying Party Trust
Instana needs to receive the eMail-address of an authenticated user. We therefore have to add a mapping to get the eMail-address of each individual user mapped into the SAML-interaction.
Active Directory has some issues with doing this mapping correctly so we have to help with a rule combination.
To add this rules we now select the newly created Relying Party Trust and click on Edit Claim Issuance Policy ...
There should be no rules in there since we just created it.
Select Add Rule....
The next dialog will guide us through the creation of the mapping rule.
Select Send LDAP Attributes as Claims from the dropdown.
Give a name to the rule and select to map E-Mail-Address to E-Mail-Address.
NOTE: The dropdown also contains a field named NameID and you might be tempted to use this. Sadly the conversion is broken and the resulting configuration will produce invalid SAML-messages.
Select Add Rule... once more to add Transform an Incoming Claim. This rule will take care of converting the E-Mail-Address into the NameID required by the SAML-standard.
Select E-Mail Address as the incoming claim type and Name ID as the outgoing claim type. Outgoing name ID format has to be set to to Email for the actual conversion to take place.
After hitting finish you should see the following list of rules.
The order of these rules is important so double check that everything is where it is supposed to be.
That's it for the Active Directory side of things.
The only part left is to connect Instana with AD. We already uploaded the Service Provider Metadata from Instana to AD.
Now we need to provide the IdP-Metadata from AD to Instana.
To do this we first have to download the metadata file. Use a browser and navigate to https://<ADHOSTNAME>/FederationMetadata/2007-06/FederationMetadata.xml, make sure to replace <ADHOSTNAME> with the name of the machine AD is running on.
Store the downloaded file locally and open the Instana-SAML-configuration dialog.
Select Click here to select IDP-Metadata-File for uploading and afterwards ACTIVATE.
Instana will now be accessible via SAML.