Managing SAML Authentication
This topic describes how to enable or disable SAML authentication.
About Using SAML with the Vendor Portal
After starting out with Replicated, most teams grow, adding more developers, support engineers, and sales engineers. Eventually, managing access to the Replicated vendor portal can become difficult. Replicated supports logging in using SAML, which lets you manage access (provisioning and unprovisioning) outside of Replicated. Using SAML, everyone on your team can log in with their existing usernames and passwords, simplifying their experience.
Enabling SAML in Your Vendor Account
Replicated does not implement System for Cross-domain Identity Management (SCIM). Instead, we use SAML to authenticate and create just-in-time user identities in our system. We resolve the username (email address) as the actor and use this to ensure that audit log events follow these dynamically provisioned users. If a user's email address is already associated with a Replicated account, by using your SAML integration to access the vendor portal, they automatically leave their current team and join the team associated with the SAML login.
Compatibility with Two-Factor Authentication
If SAML authentication is configured for your team, Replicated two-factor authentication (2FA) is bypassed. You can leave 2FA enabled, but you are not prompted to enter a code when logging in.
Role Based Access Control
Replicated supports Role Based Access Control (RBAC) in the vendor portal. To use RBAC with SAML, you must configure policies and add users to the policies by their username. Usernames are the identity of the user in your identity provide (IDP). Typically, this username is the full email address. For more information about configuring RBAC, see Configuring RBAC Policies.
Downloading Certificates from Supported SAML providers
You must retrieve the metadata and .509 public certificate files from your SAML provider before configuring SAML in the vendor portal.
Replicated tests several SAML providers, but the service should be compatible with any SAML 2.0 compliant service provider. We provide full support for the following SAML providers:
Okta. For more information about integrating Okta with Replicated, see Configure Okta.
The first part of the vendor portal and Okta integration is configured in the Okta dashboard. This configuration lets you download the XML Metadata file and x.509 public certificate required for the SAML authentication.
This procedure outlines the basic configuration steps, recommended settings, and the specific fields to configure in Okta. For more information about using Okta, see the Okta documentation.
To configure Okta and download the required files:
Log in to your Okta Admin dashboard, and click applications.
Select Create new app integration, and create a new application as a SAML 2.0 application.
Provide a name and icon for the application, such as Replicated vendor portal. You can download a high quality Replicated icon here.
The Configuring SAML page opens.
Click Download Okta Certificate. This downloads your x.509 certificate to provide to Replicated. Save this file to safe location.
On this same page, edit the following fields:
Field Name Description Single Sign On URL Set this to
Audience URI (SP Entity ID) Displays on the vendor portal SAML authentication tab, and is unique to your team. Name ID Format Change this to
Select I’m an Okta customer adding an internal app on the final screen, and click Finish.
Click Identity provider metadata to download the Metadata.xml file. This likely opens an XML download that you can right-click and select Save Link As… to download this file.
Configure and enable SAML in the vendor portal. For more information, see Configure SAML.
When you initially configure SAML, we do not recommend that you disable username/password access at the same time. It is possible, and recommended during testing, to support both SAML and non-SAML authentication on your account simultaneously.
- Download your XML Metadata file and x.509 public certificate from your SAML provider. For more information on supported SAML providers and how to find these files, see Supported SAML providers.
To configure SAML:
Log in to the vendor portal Team Members page as a user with Admin access.
The SAML Authentication page opens.
Browse for, or drag and drop, your XML Metadata file and x.509 public certificate from your SAML provider.
Click Upload Metadata & Cert.
At this point, SAML is configured, but not enabled. The next step is to enable SAML enforcement options. For more information, see Enable SAML Enforcement.
Enable SAML Enforcement
After you have uploaded the metadata and x.509 public certificate, you must enable SAML enforcement options. Replicated provides options that can be enabled or disabled at any time. You can also change the IDP metadata if needed.
To enable SAML enforcement:
From the vendor portal, select Team > SAML Authentication.
Select either or both login method options in the the Manage your SAML authentication pane. Allowing both login methods is a good way to test SAML without risking any interruption for the rest of your team.
Enable SAML for team logins - Allows members of your team to log in to the vendor portal from your SSO provider. This option does not remove, change, or restrict any other authentication that methods you have configured in the vendor portal. If you enable SAML and your team already is logging in with accounts provisioned in the vendor portal, they will be able to continue logging in with those accounts.
Only allow SAML logins - Prevents any non-SAML accounts from logging in. Replicated does not delete the existing accounts. If you turn on this option and then later disable it, accounts that never logged in using SAML will be able to log in again. If an account exists outside of SAML and then is authenticated with SAML, the account is converted and cannot authenticate using a password again.
(Optional) Set a default policy for new accounts from the drop-down list.
(Optional) Click Change IdP Metadata and follow the prompts to upload any changes to your metadata.
SAML is now enabled on your account. For your team to use the SAML login option, you must enable access through your SAML provider’s application dashboard. For example, if you use Okta, assign the application to users or groups. When a user clicks through to use the application, they are granted access as described in SCIM.
Disable SAML Enforcement
You can disable SAML authentication options at any time and re-enable them later if needed.
To disable SAML enforcement:
From the vendor portal, select Team > SAML Authentication.
Click Deprovision SAML in the Manage your SAML authentication pane.