Duo Single Sign-On for Tempo Portfolio Manager

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 Tempo Portfolio Manager 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 Tempo Portfolio Manager.

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 Tempo Portfolio Manager. Duo checks the user, device, and network against an application's policy before allowing access to the application.

Configure Single Sign-On

Before configuring Tempo Portfolio Manager with Duo SSO using Security Assertion Markup Language (SAML) 2.0 authentication you'll first need to enable Duo Single Sign-On for your Duo account and configure a working authentication source.

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

Create the Tempo Portfolio Manager Application in Duo

1. Log on to the Duo Admin Panel and navigate to Applications → Protect an Application.

2. Locate the entry for Tempo Portfolio Manager with a protection type of "2FA with SSO hosted by Duo (Single Sign-On)" in the applications list. Click Protect to the far-right to start configuring Tempo Portfolio Manager. See Protecting Applications for more information about protecting applications with Duo and additional application options. You'll need the information on the Tempo Portfolio Manager page under Metadata later.

3. Tempo Portfolio Manager uses the Mail attribute when authenticating. We've mapped the <Email Address> bridge attribute to Duo Single Sign-On supported authentication source attributes as follows:

   Bridge Attribute	Active Directory	SAML IdP
   <Email Address>	mail	Email

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

4. 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.

5. 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

The Duo Tempo Portfolio Manager 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 Tempo Portfolio Manager 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.

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 Tempo Portfolio Manager for SSO

1. Log into your Tempo Portfolio Manager account as an administrator.

2. In the left menu sidebar, click Administration.

3. Scroll down to the "Customization" section and click the Single Sign-on tile. The "Single Sign-on" page opens.

4. Make sure the Setup SSO tab is selected.

5. Return to the Duo Admin Panel. Under "Metadata", copy the Issuer URL and paste it into the Tempo Portfolio Manager Issuer URL field, under "Step 1: Configure SSO".

6. Return to the Duo Admin Panel. Copy the Sign-on URL and paste it into the Tempo Portfolio Manager Sign-on URL field.

   

7. Return to the Duo Admin Panel. Under "Downloads", click Copy certificate and paste the certificate text into the Tempo Portfolio Manager SSO Identity Provider Certificate field.

8. In Tempo Portfolio Manager under "Service Provider Details", click Save.

9. Under "Service Provider Details", click the Metadata URL link to download the Tempo Portfolio Manager metadata file.

10. Return to the Duo Admin Panel. Under "Service Provider", click Choose File and open the metadata file you downloaded from Tempo Portfolio Manager earlier.

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

12. Return to Tempo Portfolio Manager. Under "Step 2: Test SSO Configuration", click Test Login. You will be automatically redirected to Duo Single Sign-On to test the configuration in a new tab.

13. After the test is successful, close the tab and return to Tempo Portfolio Manager and refresh the page.

14. Under "Step 3: Enable and Manage SSO", click Final Step. The Manage SSO tab opens.

15. Under "Enable SSO for your Organization", click the Yes radio button.

16. Under "Require ALL users to use SSO?", click the Yes radio button to force all users to log in with SSO. If you want to allow users to log in with email and password, click the No radio button.

17. Under "New User Default", click the SSO radio button.

18. Click Save.

Learn more about Tempo Portfolio Manager SSO at the Tempo Help Center.

Using SSO

You can log on to Tempo Portfolio Manager by navigating to your Tempo Portfolio Manager SSO page e.g., https://next.liquidplanner.com/login. Click Sign in with Single Sign-On. Enter your email address and click Sign In to be automatically 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.

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

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

SAML Login

With another SAML identity provider as the Duo SSO authentication source, Duo SSO immediately redirects the login attempt to that SAML IdP for primary authentication. Users do not see the Duo SSO primary login screen.

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 Tempo Portfolio Manager to complete the login process.

* Universal Prompt experience shown.

You can also log into Tempo Portfolio Manager using Duo Central, our cloud-hosted portal which allows users to access all of their applications in one spot. Link to Tempo Portfolio Manager 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 Tempo Portfolio Manager.

Congratulations! Your Tempo Portfolio Manager 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.

Enable Remembered Devices

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

Troubleshooting

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