--- title: "Configure Microsoft Entra ID" slug: "configure-idp" description: "This page describes the Microsoft Entra ID configuration steps for self-hosted cloud and on-premises customers implementing Autoform DM SSO." tags: ["Autoform DM", "Microsoft Entra ID"] updated: 2026-03-23T13:33:41Z published: 2026-03-23T13:33:41Z canonical: "kb.lasernetgroup.com/configure-idp" --- > ## Documentation Index > Fetch the complete documentation index at: https://kb.lasernetgroup.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure Microsoft Entra ID To enable Keycloak to integrate with Microsoft Entra ID, you must create particular resources in Entra ID and appropriately configure them. For Microsoft Entra ID, you must: 1. Create an app registration to represent Autoform DM (and Keycloak). 2. Configure the app registration and make a note of the application ID. 3. Generate a client secret for Keycloak to use. 4. Configure any access management options and then assign users and groups to the application. The following sections describe each of these tasks. > [!NOTE] > Note > > The information on this page applies only to self-hosted cloud and on-premises Autoform DM systems. ## Create an App Registration and Enterprise App To create an app registration and enterprise app, you can [use the Microsoft Azure portal](/v1/docs/configure-idp#use-the-microsoft-azure-portal) or [run scripts supplied by the Lasernet Group](/v1/docs/configure-idp#run-scripts-supplied-by-the-lasernet-group). ### Use the Microsoft Azure Portal To use the Microsoft Azure portal to create the app registration and enterprise app, follow these steps: 1. In the Microsoft Azure portal, navigate to the Entra ID management area. Then, navigate to the **App registrations** page. 2. On that page, click **New registration**. 3. Enter a **Name** that: - Clearly identifies the application as Autoform DM. - Depending on whether each Autoform DM environment (Dev, Test, and Prod) will share a Keycloak instance or will each have a dedicated instance, include text in the name to indicate the environment or purpose of the Autoform DM instance. 4. In **Supported account types**, select: - Single tenancy scenario: **Accounts in this organizational directory only** - Multi-tenancy scenario: **Accounts in any organizational directory** 5. For **Redirect URI**, follow these steps: 1. Select **Web** from the **Select a platform** list. 2. Enter the SSO redirect URL. - Use the following URL syntax: `https://<keycloak host>:<keycloak port>/realms/formpipe-dm-realm/` `broker/azuread-idp/endpoint` - Appropriately substitute `<keycloak host>` and `<keycloak port>`. - If the Keycloak hostname and port are not currently known, ensure that you return later to appropriately update **Redirect URI**. 6. Click **Register**. A companion enterprise app is automatically created. The image below is an example Autoform DM app registration. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/example app registration.png) ### Run Scripts Supplied by the Lasernet Group Instead of manually creating the app registration and enterprise app through the Microsoft Azure portal, you can run scripts that create these items. If you want to use this method, request the scripts from the Lasernet Group. ## Configure the App Registration and Note the Application ID Navigate to the newly created app registration and follow these instructions: - On the **Token configuration** page, add a groups claim. When you add the groups claim, select **Groups assigned to the application**. - If using [role-mapped access](/v1/docs/security-model), create appropriate app roles. - Note the **Application (client) ID**. You will need this ID value when you configure Keycloak. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/application ID.png) ## Generate a Client Secret To generate a client secret for the app registration (so that it can be connected to Keycloak), follow these steps: 1. On the **Certificates & secrets** page, click the **Client secrets** tab. 2. Click **New client secret**. 3. Enter a suitable **Description**. For example: **KeyCloak Client Secret**. 4. Select an appropriate lifetime from the **Expires** list. The Lasernet Group recommends **365 days (12 months)**. > [!WARNING] > Important > > Because a client secret has an expiry date, [you must “rotate” the client secret](/v1/docs/configure-idp#rotate-the-client-secret) before it expires. This is a critical task to prevent SSO downtime. > > > > Ensure that you set a reminder to complete the rotation process before this new client secret’s expiry date arrives. 5. Click **Add** to create the client secret. > [!WARNING] > Important > > After Microsoft Entra ID creates the client secret, ensure that you copy its **Value** and record it in a secure location, because after you navigate away from the current page the **Value** will become hidden. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/client secret.png) ### Rotate the Client Secret Because a client secret has an expiry date, you must “rotate” it (or in other words, replace it) in the future, before it expires: 1. **Before the current client secret expires:** Generate a new client secret (as described in Generate a Client Secret above). 2. Apply the new client secret to the Keycloak configuration. 3. Test that the SSO implementation works with the new client secret. 4. **After you have proven that the new client secret works:** Delete the old client secret. ## Configure Access Management Microsoft Entra ID provides several facilities that enable you to control who has access to the Autoform DM service, and how. To complete the following tasks, you must modify the relevant enterprise app. You can access it through: - The **Enterprise applications** area of Microsoft Entra ID. - The **Managed Application in local directory** link in the app registration’s **Overview** page. #### Use the Assignment Required Option The Lasernet Group strongly recommends that (on the **Properties** page for the enterprise app) you set **Assignment required?** to **Yes**. If set to **Yes**, a user must be explicitly assigned access, either directly or as a member of a group, to the application before they can use it. If a user who is not assigned attempts to access the service, they will see a Microsoft Azure error message indicating why they cannot do so. Setting to **Yes** also helps to avoid any issues around Entra ID groups not being mapped correctly, because it ensures that only assigned groups are included in tokens. If this setting is set to **No** and a user has a large number of group assignments, some of their group assignments might be omitted from the token. #### Assign Users and Groups The **Users and groups** page for the enterprise app enables you to assign users and groups to the application. It is strongly recommended that you do not directly assign users to the application. Instead, create administrative groups to manage access (if they do not already exist), assign users to these groups, and then assign those groups access to the application. If you want particular groups to be included in the security token generated by Microsoft Entra ID (and consequently available for mapping in Keycloak), you must assign those groups to the application. This is required regardless of the current setting of **Assignment required**. > [!NOTE] > Note > > If a user that is not assigned to the enterprise app attempts to access Autoform DM, they will see the following message. > > > > ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/not assigned.png) #### User Consent Depending on the Entra ID configuration, it is possible that when users attempt to access Autoform DM via SSO for the first time, their web browser will display a page asking them to approve Autoform DM’s access to their Entra ID profile, or asking them to request the permissions that will allow them to access Autoform DM. ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/approve profile access.png) ![](https://cdn.document360.io/c831ef63-c6b3-48ee-b443-3e33644e4e2e/Images/Documentation/request approval(2).png) If this happens, the user must approve the request. Or, they must submit an approval request for an administrator to grant these permissions, which will delay the user’s access to the application until their request is approved. Because access to Autoform DM is determined by assignment to application groups, this permission request step can add an undesired barrier for users. To avoid this, consider granting “Admin consent” to allow any user within your tenant to use the app without an administrator having to first grant them permissions. To do so, on the **Permissions** page for the enterprise app, click **Grant admin consent**. ## Next Steps The next stage of the process is to [install and configure Keycloak](/v1/docs/install-configure-keycloak).