Pipedrive - SAML SSO Agent Configuration - RSA Ready SecurID Access Implementation Guide

This section describes how to integrate RSA SecurID Access with Pipedrive using a SAML SSO Agent.

Architecture Diagram

Configure RSA Cloud Authentication Service

Perform these steps to configure RSA Cloud Authentication Service as an SSO Agent SAML IdP to Pipedrive.

Procedure

1. Sign into the RSA Cloud Administration Console and browse to Applications > Application Catalog

2. Click on Create From Template found in he upper right of the page then select SAML Direct

3. On Basic Information page enter a Name for the application, ie. Pipedrive Then click on Next Step.

4. On Connection Profile page

   1. In Connection URL field, verify the default setting

   2. Choose IDP-Initiated or SP-Initiated

      

   3. Scroll down to SAML Identity Provider (Issuer) section.

   4. Note the Identity Provider URL and Issuer Entity ID. These values are automatically generated. They may be needed later for the configuration of Pipedrive

   5. Click on Generate Cert Bundle, set a a common name for your company certificate. Then click Generate and Download

   6. Select Choose File and upload the private key from the generated certificate bundle

   7. Select Choose File and upload the cert from the generated certificate bundle

   8. Select Include Certificate on Outgoing Assertion

      

   9. Scroll down to Service Provider section

   10. Enter the Assertion Consumer Service (ACS) found from the Single Sign On (SSO) url of your instance of Pipedrive For example https://rsa122.pipedrive.com/sso/auth/samlp

   11. Enter the Audience (Service Provider Issuer ID) found from the Single Sign On (SSO) url of for your instance of Pipedrive. For example

       https://rsa122.pipedrive.com/sso/auth/samlp

       

   12. Scroll down to User Identity section

   13. Ensure Identifier Type = Email Address, set your Identity Source and Property = mail

       

   14. Click Next Step

5. On User Access page select the Access Policy you require. Allow All Authenticated Users is the least restrictive. Click Next Step

   

6. On Portal Display Page

   1. Select Display in Portal

   2. Upload an Application Icon if you wish

   3. Set an Application Tooltip if you wish.

   4. Click on Save and Finish

7. Click on Publish Changes. Your application is now enabled for SSO. If you make any additional changes to the application configuration you will need to republish.

   

Configure Pipedrive

Perform these steps to integrate Pipedrive Pipedrive with RSA SecurID Access as a SAML SSO Agent.

Procedure

1. Sign into Pipedrive and browse to Settings > Single Sign On

2. Using the Identity Provider URL from configuration above, copy URL into Issuer and Single Sign On (SSO) url fields

3. Open the certificate, from the certificate bundle created above, in notepad and copy the value NOT including the BEGIN/END CERTIFICATE comments and paste into the Public x509 Certificate field.

4. In the section for SAML configuration for your Identity Provide (IDP) Note the Single Sign On (SSO) url field. This value is used above in the RSA Cloud Service configuration above for Audience field and ACS URL field.

5. Click on Save.

Configuration is complete.

See main page for more certification information.