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Copy file name to clipboardExpand all lines: content/en/docs/control-center/security/set-up-sso-byoidp.md
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@@ -22,9 +22,9 @@ This document describes the steps to set up a single sign-on configuration in Me
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### Benefits
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Benefits of using BYOIDP SSO are:
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The benefits of using BYOIDP SSO are:
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***Security** – You are in control of the credentials and authentication of your platform users. You can, for example, apply password complexity rules and two-factor authentication (2FA). Users don't need to have separate credentials in the Mendix Platform to access the Mendix Portal.
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***Security** – You are in control of the credentials and authentication of your platform users. You can, for example, apply password complexity rules and two-factor authentication (2FA). Users do not need to have separate credentials in the Mendix Platform to access the Mendix Portal.
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***Access governance** – You are in control of denying access to the platform via SSO, for example when an employee has left the company or your corporate policy does not allow an employee to develop Mendix applications.
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***Convenience** – Platform users have the convenience of SSO and don't have to manage credentials for the Mendix Platform.
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* BYOIDP is based on the OpenID Connect (OIDC) protocol which supports corporate IdPs such as Entra ID.
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* Mendix Platform services and Studio Pro delegate authentication of platform users to your IdP.
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* Authentication is delegated for any user that has an email address where the email domain is associated with your company. This includes service accounts (for example non-personal accounts used for consuming APIs) that may have been created on the Mendix Platform.
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* Authentication is delegated to any user that has an email address where the email domain is associated with your company. This includes service accounts (for example non-personal accounts used for consuming APIs) that may have been created on the Mendix Platform.
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* When you add a domain to your company account, it is automatically added to the active IdP configuration.
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* External users (with domains that are not part of your company) are unaffected. They still have access based on the way they normally sign in to Mendix.
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* When BYOIDP is used, a session at Mendix is valid for one hour. After the session is expired, Mendix will request a new `ID_token` from your IdP. If the user still has a session at your IdP, the token will be issued without any user input and the platform user continues to have access to the Mendix Platform. The effect of this mechanism is that users have access to the Mendix Platform as long as the session at your IdP is valid.
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* When BYOIDP is used, a session at Mendix is valid for one hour. After the session has expired, Mendix will request a new `ID_token` from your IdP. If the user still has a session at your IdP, the token will be issued without any user input and the platform user continues to have access to the Mendix Platform. The effect of this mechanism is that users have access to the Mendix Platform as long as the session at your IdP is valid.
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* You can also use the [Mendix SSO](/appstore/modules/mendix-sso/) module in your non-production apps to provide an SSO experience. With BYOIDP, authentication of end-users of these apps will also be delegated by BYOIDP SSO. The end-users of these apps need to [sign up for a Mendix account](https://signup.mendix.com/) before they can sign in to your app.
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#### Technical Integration
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* If the user's email address is changed in your IdP, Mendix may not recognize it as the same account and will ask the user to set up a new Mendix account.
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*`login_hint` is not optional and is always sent as part of authentication requests to the IdP.
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* BYOIDP SSO only supports OIDC and does not support other protocols such as SAML.
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* Once BYOIDP is activated, direct access to [Team Server](/developerportal/general/team-server/) is no longer possible using a username and password. To access code repositories from a pipeline, you need to use a personal access token (PAT).
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* Once BYOIDP is activated, direct access to the [Team Server](/developerportal/general/team-server/) is no longer possible using a username and password. To access code repositories from a pipeline, you need to use a personal access token (PAT).
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* Mendix Platform APIs which require a PAT can use one which is created by a platform user. You cannot directly set up service accounts within Mendix once BYOIDP SSO is activated. You can set up a service-like account to consume Mendix Platform APIs in one of the following ways:
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* Use a personal account as if it were a service account
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* Create a service account in the company IdP
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To set up an IdP configuration for the Mendix Platform and your Mendix app, you will need the following:
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*A subscription to an OIDC compliant IdP; you need to validate that your IdP supports OIDC
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* If you are using Entra ID, Okta, Auth0, [Ping Identity](https://www.pingidentity.com), or ADFS you will be OK
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*a full list of compliant providers can be found in the [OpenID Certified OpenID Providers](https://openid.net/certification/)
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* The URL for the so-called "well-known endpoint" of your IdP, where configuration details can be retrieved
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* The IdP's well-known endpoint must have a URL for the JWKS endpoint
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* The Mendix Portal needs to be registered as a client in your IdP, and you need to know the corresponding client ID and secret
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*For a subscription to an OIDC compliant IdP; you need to validate that your IdP supports OIDC:
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* If you are using Entra ID, Okta, Auth0, [Ping Identity](https://www.pingidentity.com), or ADFS you will be OK.
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*A full list of compliant providers can be found in the [OpenID Certified OpenID Providers](https://openid.net/certification/).
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* The URL for the so-called "well-known endpoint" of your IdP, where configuration details can be retrieved.
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* The IdP's well-known endpoint must have a URL for the JWKS endpoint.
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* The Mendix Portal needs to be registered as a client in your IdP, and you need to know the corresponding client ID and secret.
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## Configuring Your BYOIDP Setup
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As a Mendix Admin, you will find the IdP setup on the **Single Sign-On** tab of your Control Center's [Security](/control-center/security/) section.
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Click **Configure Single Sign-On** to see an overview of your Single Sign-on configurations.
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In this overview, you will find your current IdP configurations, both draft versions and the active one. When you create a new configuration, a pop-up screen will inform you of known limitations.
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In this overview, you will find your current IdP configurations, both draft versions and active ones. When you create a new configuration, a pop-up screen will inform you of known limitations.
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From here you can do the following:
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The data from your IdP may have different attribute names from the Mendix identity.
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Configure which data from your IdP is mapped to the attributes of the Mendix identity. Configure at least **Foreign ID**, **Username**, and a**First Name** or **Last Name**.
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Configure which data from your IdP is mapped to the attributes of the Mendix identity. Configure at least a **Foreign ID**, **Username**, and **First Name** or **Last Name**.
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{{% alert color="info" %}}
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The **Username** must be in the correct form for an email address.
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You can test in one of two ways:
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* Use the **Test Link** for your configuration. It will redirect you to the login page of your IdP. Enter the credentials of a user known to your IdP. If the test succeeds, the Mendix Portal landing page opens.
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* Copy the ***Test Email Domain** of your configuration from the overview page. Go to https://login.mendix.com/ and, in the **Username** field, paste the test email domain. The password field disappears. Click **Sign in with SSO**. This will redirect you to a login page of your IdP. Enter credentials known to your IdP. If the test succeeds, the Mendix Platform home page opens.
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* Copy the ***Test Email Domain** of your configuration from the overview page. Go to https://login.mendix.com/ and, in the **Username** field, paste the test email domain. The password field disappears. Click **Sign in with SSO**. This will redirect you to the login page of your IdP. Enter credentials known to your IdP. If the test succeeds, the Mendix Platform home page opens.
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For advice on where to look for issues if your test fails, see the [Troubleshooting](#troubleshooting) section.
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## Deactivating
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You can deactivate the IdP configuration at any time. Although the changes start to come into effect immediately, updating your users will take some time depending on the number of users in your company. Users will have to reset their Mendix password to be able to sign-in since it was scrambled upon activation.
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You can deactivate the IdP configuration at any time. Although the changes start to come into effect immediately, updating your users will take some time depending on the number of users in your company. Users will have to reset their Mendix password to be able to signin since it was scrambled upon activation.
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## Entra ID
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5. In the app registration details that open after you save your registration, hover over **Application (client) ID** and copy the ID to the clipboard with the button that appears.
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5. In the app registration details that open after you save your registration, hover over the **Application (client) ID** and copy the ID to the clipboard with the button that appears.
That's it! You are now ready to resume your IdP setup in the Mendix Portal.
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For more information on setting up federation with a Microsoft Entra ID IdP, see [Quickstart: Register an application with the Microsoft identity platform](https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app) in the Microsoft documentation.
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For more information on setting up a federation with a Microsoft Entra ID IdP, see [Quickstart: Register an application with the Microsoft identity platform](https://docs.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app) in the Microsoft documentation.
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### Recommended Attribute Mapping for Entra ID
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### BYOIDP and Team Server {#team-server}
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Once BYOIDP is activated, direct access to Team Server is no longer possible. To access code repositories from a pipeline, you need to use a [PAT](/community-tools/mendix-profile/user-settings/#pat).
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Once BYOIDP is activated, direct access to the Team Server is no longer possible. To access code repositories from a pipeline, you need to use a [PAT](/community-tools/mendix-profile/user-settings/#pat).
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Before activating BYOIDP, your developers should set up PATs for direct access to repos (for example, from CI/CD pipelines and/or Tortoise SVN) instead of using usernames and passwords.
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If the client secret is still active or you (as an administrator) still have an active session on the Mendix Platform, you can do one of the following:
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* Clone the existing active IdP configuration, update the secret there and then activate the clone. This avoids updating all the users. This is the preferred option.
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* Clone the existing active IdP configuration, update the secret there, and then activate the clone. This avoids updating all the users. This is the preferred option.
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* Disable the IdP configuration, update the secret, and then enable it again.
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If the client secret has expired, ask [Mendix Support](https://support.mendix.com/hc/en-us) to update the client secret of your active IdP configuration.
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### Multiple Email Domains for a Company
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When you activate BYOIDP SSO, it will apply to all email domains which are registered to your company. If you add another email domain to your company, BYOIDP will automatically adopt it, without further actions from the Mendix administrator.
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When you activate BYOIDP SSO, it will apply to all email domains that are registered to your company. If you add another email domain to your company, BYOIDP will automatically adopt it, without further actions from the Mendix administrator.
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