Hub Planner

Setting up Single Sign On (SSO) for Hub Planner with Azure AD

Estimated reading time: 6 min

How do I set up SSO?

There are just 3 short main actions involved in setting up SSO with Hub Planner. See below for full step by step instructions. You will need an active subscription in both Hub Planner and your SSO Provider (Azure AD). First things first, you need to add the Premium Extension to your Hub Planner account.

1 – Install SSO Premium Extension to Hub Planner

2 – Configure Azure AD

3 – Configure Hub Planner

Add SSO Premium Extension

  1. Settings
  2. Manage Extension
  3. Add/Remove Extensions
  4. SSO
  5. Click ‘Try Free’
  6. Agree to T&C
  7. Add Now
  8. SSO Premium Extension will have successfully installed

Note SSO will be available free of charge to all Premium Subscribers. For Plug & Play users, please install and add SSO to your subscription.

Hub Planner SSO - Azure Active Directory

Configure Azure AD

First, we need to add Hub Planner to Azure AD. Once added, we need to copy the Login URL and the Azure AD Identifier from Azure AD and paste into Hub Planner.

  1. Log into your Azure AD account Portal
  2. Choose Enterprise Applications
  3. All Applications
  4. New Application
  5. Search or Select ‘Hub Planner‘ and select from the results.
  6. Add Hub Planner
  7. Hub Planner Overview
  8. Select Option 2 ‘Set up Single Sign On’
  9. Select SAML
  10. Click Edit on Basic SAML Configuration and enter the following fields:a. In the Sign-on URL text box, type a URL using the following pattern: https://.hubplanner.com

    b. In the Identifier box, type a URL using the following pattern: https://app.hubplanner.com/sso/metadata

    c. In the Reply URL text box, type a URL using the following pattern: https://app.hubplanner.com/sso/callback

  11. Scroll to SAML Signing Certificate
  12. Locate Certificate (Base64) and download to your computer. You will upload this to Hub Planner at a later stage (instructions below).
  13. Scroll to ‘Set up Hub Planner’ – you will copy and paste the URL’s to the Authentication SSO in Hub Planner (instructions below).
  14. Copy Login URL
  15. Copy Azure AD Identifier

Step 1

Login to Microsoft Azure, go to Azure Active Directory:

Azure AD SSO Hub Planner

Step 2

Choose Enterprise applications:

Azure AD SSO Hub Planner

Step 3

Search / Click Hub Planner

Azure AD SSO Hub Planner

Step 4

Click ‘Set up Single Sign On’

Azure AD SSO Hub Planner

Step 5

Basic SAML Configuration

a. In the Sign-on URL text box, type a URL using the following pattern: https://.hubplanner.com

b. In the Identifier box, type a URL using the following pattern: https://app.hubplanner.com/sso/metadata

c. In the Reply URL text box, type a URL using the following pattern: https://app.hubplanner.com/sso/callback

Step 6

Download Certificate (Base64) – You will need to save this to your computer and upload it to Hub Planner later on.

Azure AD SSO Hub Planner

Step 7

Copy both Login URL and Azure AD Identifier and paste into the Authentication section in Hub Planner.

Azure AD SSO Hub Planner

Configure Hub Planner

  1. Settings
  2. System Settings
  3. Authentication
  4. SSO
  5. SAML 2.0 – Paste from Login URL in Azure AD
  6. Identity Provider Issuer – Paste from Azure AD Identifier
  7. Upload Base 64 Certificate from computer to X.509 certificate field
  8. Click ‘Save’ within Hub Planner – now it is possible to log in only with SSO (Account Owner will be able to log in with SSO,
    password & Google)

SSO Hub Planner Sign Sign On Authentication

What happens now that I’ve activated SSO?

Once activated. To test. You can logout and log back in again to see the difference.

Login to Hub Planner whilst logged into Azure AD

As you are logged in, all you need to do is enter your email address. Save the domain as a bookmark for faster access the next time.

Hub Planner Login SSO

Hub Planner Login SSO

Login without Azure AD

  1. Enter email address
  2. A pop up will appear for you to choose your Azure AD account

Save domain for faster access

Save your Hub Planner URL as a bookmark. Once you do, this will then take you directly through to your homepage. Meaning you don’t have to enter in your email address.

How to change my Hub Planner landing page?

When you login to Hub Planner, want to switch up where it automatically goes to? Sure. Just do the following:
  1. Settings
  2. My Settings
  3. My Preferences
  4. Start Page: Choose option
  5. Sub Page: Choose option
  6. Save

Is it just Microsoft Azure you have SSO on for now?

Yes. However, we will look to add some more options for users down the line. For now, Azure AD is the only SSO option for Hub Planner.

How can I add Hub Planner in Azure?

You need to add Hub Planner to your Azure AD. Follow this link for more help: Azure AD Marketplace.

Is there an Azure tutorial?

Yes, here are Azure AD instructions:Azure AD Hub Planner tutorial

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