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Microsoft Entra ID

Connect Eplan Identity Service with Microsoft Entra ID

Overview of the two ways to set up the connection:

  • The Entra ID administrator sets up the connection.
  • The Eplan Cloud user starts the connection.

    • The Entra ID administrator must then make the settings.

Recommended: Setup in Entra ID by the administrator

  1. Insert the Entra ID parameter {tenant_id} into the following link. This parameter is provided in the basic information of Entra ID

    2. https://login.microsoftonline.com/{tenant_id}/adminconsent?client_id=9d38b0f5-c5b4-4a69-807e-aa4c8df17821

  2. Open the link in the browser and sign in with your Entra ID administrator account.
  3. Check and confirm the requested permissions.

    4. You will be redirected to the Eplan Cloud, which displays an error message.

  4. Ignore the error message and close the page.

    5. The "Eplan Identity Service" company application was created automatically in Entra ID.

  5. In Entra ID, check whether the "Eplan Identity Service" is listed in the list of company applications.
  6. In the Entra ID security settings, confirm the permissions for "Eplan Identity Service".
  7. The company application was created successfully in Entra ID.

Alternative: Set up in the Eplan Cloud by a user

Eplan Cloud user:

  1. A user signs in to the Eplan Cloud and opens My settings.
  2. The user clicks the icon at the Microsoft work or school account. (To Eplan help)
  3. The user follows the sign-in process of Microsoft.

    4. Depending on the settings for the consents and permissions in Entra ID, the user is now shown different dialogs.

Entra ID administrator:

  1. Check the settings in Entra ID and allow the user to request a permission from the administrator.
  2. You receive the request for the Eplan Cloud, can check it and grant the permission.

Alternative: Setup in the Eplan Cloud by the Entra ID administrator

Sign in to the Eplan Cloud for the first time as an administrator of Entra ID with your Microsoft work or school account.

  1. Sign in to the Eplan Cloud with your Microsoft work or school account.
  2. Follow the sign-in process of Microsoft.
  3. When the permissions are requested, you can activate and confirm them for your organization. You thus specify the permissions for all users in your Eplan Cloud organization.

    4. Make the further settings directly in Entra ID.

Since you were the first to sign into the Eplan Cloud, you are automatically the main administrator of the organization. You can hand over the role of the main administrator to another user and also delete your Microsoft account from the Eplan Cloud again. The connection to Entra ID is retained in the process. Hand over the "Main administrator” role

Additional settings in Entra ID after the setup

After the connection, the Entra ID administrator can make further settings in Entra ID for the company application.

User sign-in: If you enable or disable the sign-in, specify whether users may sign in as a rule or no sign-in is possible

User mapping: If user mapping is enabled, you have to add the users manually. Otherwise, all users are authorized to sign in.

Invite users and groups from Entra ID to Eplan Cloud

Entra ID administrator:

Specify the Entra ID security settings and permissions for inviting users and reading the group memberships.

Eplan Cloud user:

The main administrator of an Eplan Cloud organization can add users or groups directly from Entra ID. Invite users

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