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Duo Single Sign-On for Planview Admin

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Add strong authentication and flexible security policies to Planview Admin SAML 2.0 logins with Duo Single Sign-On. Our cloud-hosted SSO identity provider supports multiple user directories backed by Duo identity and access management (IAM), offering self-service user enrollment options and support for a variety of authentication methods — such as passkeys and security keys, Duo Push, or Verified Duo Push — in the Universal Prompt.

Overview

As business applications move from on-premises to cloud hosted solutions, users experience password fatigue due to disparate logons for different applications. Single sign-on (SSO) technologies seek to unify identities across systems and reduce the number of different credentials a user has to remember or input to gain access to resources.

While SSO is convenient for users, it presents new security challenges. If a user's primary password is compromised, attackers may be able to gain access to multiple resources. In addition, as sensitive information makes its way to cloud-hosted services it is even more important to secure access by implementing two-factor authentication and zero-trust policies.

About Duo Single Sign-On

Duo Single Sign-On is our cloud-hosted SSO product which layers Duo's strong authentication and flexible policy engine on top of Planview Admin logins. Duo Single Sign-On acts as an identity provider (IdP), authenticating your users using existing on-premises Active Directory (AD) or another SSO IdP. Duo SSO prompts users for two-factor authentication and performs endpoint assessment and verification before permitting access to Planview Admin.

Duo Single Sign-On is available in Duo Premier, Duo Advantage, and Duo Essentials plans, which also include the ability to define policies that enforce unique controls for each individual SSO application. For example, you can require that Salesforce users complete two-factor authentication at every login, but only once every seven days when accessing Planview Admin. Duo checks the user, device, and network against an application's policy before allowing access to the application.

Configure Single Sign-On

Before configuring Planview Admin with Duo SSO using Security Assertion Markup Language (SAML) 2.0 authentication you'll first need to configure a working authentication source.

Once you have your SSO authentication source working, continue to the next step of creating the Planview Admin application in Duo.

Create the Planview Admin Application in Duo

  1. Log in to the Duo Admin Panel and navigate to Applications → Application Catalog.

  2. Locate the entry for Planview Admin with the "SSO" label in the catalog. Click the + Add button to start configuring Planview Admin. See Protecting Applications for more information about protecting applications with Duo and additional application options. You'll need the information on the Planview Admin page under Metadata later.

  3. No users can log in to new applications until you grant access. Update the User access setting to grant access to this application to users in selected Duo groups, or to all users. Learn more about user access to applications. If you do not change this setting now, be sure to update it so that your test user has access before you test your setup.

  4. Planview Admin uses the Mail attribute and Username attribute when authenticating. We've mapped these attributes to external authentication source attributes as follows:

    Default Attribute Active Directory SAML IdP
    <Email Address> mail Email
    <Username> sAMAccountName Username

    If you are using non-standard attributes for your authentication source, check the Custom attributes box and enter the name of the attributes you wish to use instead.

  5. You can adjust additional settings for your new SAML application at this time — like changing the application's name from the default value, enabling self-service, or assigning a group policy.

  6. Keep the Duo Admin Panel tab open. You will come back to it later.

Duo Universal Prompt

The Duo Universal Prompt provides a simplified and accessible Duo login experience for web-based applications, offering a redesigned visual interface with security and usability enhancements.

Universal Prompt Traditional Prompt
 Duo Push in Universal Prompt  Duo Push in Traditional Prompt

The Duo Planview Admin application supports the Universal Prompt by default, so there's no additional action required on your part to start using the newest authentication experience.

Activate Universal Prompt

Activation of the Universal Prompt is a per-application change. Activating it for one application does not change the login experience for your other Duo applications. Universal Prompt is already activated for new Planview Admin applications at creation.

The "Universal Prompt" area of the application details page shows that this application's status is "Activation complete", with these activation control options:

  • Show traditional prompt: Your users experience Duo's traditional prompt via redirect when logging in to this application.
  • Show new Universal Prompt: (Default) Your users experience the Universal Prompt via redirect when logging in to this application.

The application's Universal Prompt status shows "Activation complete" both here and on the Universal Prompt Update Progress report.

Universal Prompt Info - Universal Prompt Activation Complete

For the time being, you may change this setting to Show traditional prompt to use the legacy experience. Keep in mind that support for the traditional Duo prompt ended for the majority of applications in March 2024. This option will be removed in the future.

Universal Update Progress

Click the See Update Progress link to view the Universal Prompt Update Progress report. This report shows the update availability and migration progress for all your Duo applications. You can also activate the new prompt experience for multiple supported applications from the report page instead of visiting the individual details pages for each application.

Enable Planview Admin for SSO

  1. Log into your Planview Admin account as an administrator.

  2. Make note of your organization ID in the web address bar. You will need it later.

    Note: If the URL in the web address bar is https://your-org.id.planview.com/admin, then your organization ID is your-org.

  3. At the top of the page, navigate to Settings → SSO. The "Single sign-on configuration" window opens.

  4. Scroll down to "2 Input configuration". Click the Enter the URL to download SAML metadata radio button.

  5. Return to the Duo Admin Panel. Under "Metadata", copy the SAML metadata URL and paste it into the Planview Admin Enter the URL to download SAML metadata field.

    Duo Planview Admin SAML Metadata URL

  6. In Planview Admin, scroll up to "1 IT configuration". Copy the SP metadata URL and paste it into the Duo Admin Panel SP metadata field, under "Service Provider". Click Populate.

    Duo Planview Admin SP Metadata URL

  7. In the Duo Admin Panel, scroll down to the bottom of the page and click Save.

  8. Return to Planview Admin. Scroll down to "3 Advanced configuration" and click the toggle switch to ON.

  9. Click the NameID lookup type drop-down menu and select Email address.

  10. Click the NameID policy format drop-down menu and select urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress.

  11. In the Username attribute (Optional) field, type username.

  12. Click Save.

  13. Click Test. You will be automatically redirected to Duo Single Sign-On to test your configuration.

Learn more about Planview Admin SSO at the Planview Customer Success Center.

Using SSO

You can log on to Planview Admin by navigating to your Planview Admin SSO page with your organization ID that you noted earlier e.g., https://your-org.id.planview.com/. Click Sign in with SSO to be redirected to Duo Single Sign-On to begin authentication.

Active Directory Login

With Active Directory as the Duo SSO authentication source, enter the primary username (email address) on the Duo SSO login page and click or tap Next.

Duo Single Sign-On Login

Enter the AD primary password and click or tap Log in to continue.

Duo Single Sign-On Password

Enable Duo Passwordless to log in to Duo SSO backed by Active Directory authentication without entering a password in the future.

SAML Login

The SAML login experience depends on your Duo SSO routing rules configuration.

With another SAML identity provider as the only enabled Duo SSO authentication source and the default routing rule in place, Duo SSO immediately redirects the login attempt to that SAML IdP for primary authentication. Users do not see the Duo SSO primary login screen.

If you have multiple enabled SAML authentication sources or custom routing rules in place, then users enter their primary username (email address) on the Duo SSO login page and then will be redirected to the correct external SAML identity provider.

Duo Authentication

Successful verification of your primary credentials by Active Directory or a SAML IdP redirects back to Duo. Complete Duo two-factor authentication when prompted and then you'll return to Planview Admin to complete the login process.

Duo Universal Prompt

* Universal Prompt experience shown.

You can also log into Planview Admin using Duo Central, our cloud-hosted portal which allows users to access all of their applications in one spot. Link to Planview Admin in Duo Central by adding it as an application tile. Once the tile has been added, log into Duo Central and click the tile for IdP-initiated authentication to Planview Admin.

Congratulations! Your Planview Admin users now authenticate using Duo Single Sign-On.

See the full user login experience, including expired password reset (available for Active Directory authentication sources) in the Duo End User Guide for SSO.

Grant Access to Users

If you did not already grant user access to the Duo users you want to use this application be sure to do that before inviting or requiring them to log in with Duo.

Enforce SSO

You can require that all users sign into Planview Admin using Duo Single Sign-On.

  1. Log into your Planview Admin account as an administrator.

  2. Make note of your organization ID in the web address bar. You will need it later.

    Note: If the URL in the web address bar is https://your-org.id.planview.com/admin, then your organization ID is your-org.

  3. At the top of the page, navigate to Settings → SSO. The "Single sign-on configuration" window opens.

  4. Click the Enable SSO for all toggle switch to ON. The "Save settings?" pop-up window opens.

  5. Click Yes.

Enable Remembered Devices

To minimize additional Duo two-factor prompts when switching between Planview Admin and your other Duo Single Sign-On SAML applications, be sure to apply a shared "Remembered Devices" policy to your SAML applications.

Automated Provisioning

You may be able to create, manage, and delete users and groups in this application automatically from Duo using SCIM 2.0 provisioning. See Automated Provisioning to learn how.

Troubleshooting

Need some help? Try searching our Knowledge Base articles or Community discussions. For further assistance, contact Support.