Chartio cloud application

You must be signed in as a super administrator for this task.

With Security Assertion Markup Language (SAML), your users can sign in to enterprise cloud applications with their Google Cloud credentials.

Set up SSO via SAML for Chartio

Step 1: Set up Google as a SAML identity provider (IdP)

1. Sign in to your Google Admin console.

   Sign in using an account with super administrator privileges (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Click Add appSearch for apps.
4. Enter Chartio in the search field.
5. In the search results, hover over the Chartio SAML app and click Select.
6. On the Google Identity Provider details page, copy the SSO URL and Entity ID values and download the certificate.
7. Click Continue.
8. On the Service provider details page, click Continue.
9. (Optional) To map Google directory attributes to the corresponding app attributes, in the Attribute Mapping window:

   1. Click Add Mapping.
   2. Click Select fieldselect a Google directory attribute.
   3. For App attributes, enter the corresponding app attribute.
10. (Optional) To enter group names that are relevant for this app:

    1. For Group membership (optional), click Search for a group, enter one or more letters of the group name, and select the group name.
    2. Add additional groups as needed (maximum of 75 groups).
    3. For App attribute, enter the corresponding groups attribute name of the service provider.

    Regardless of how many group names you enter, the SAML response includes only groups that a user is a member of (directly or indirectly). For more information, go to About group membership mapping.

11. On the Attribute mapping page, click Finish.

Step 2: Set up Chartio as a SAML 2.0 service provider (SP)

1. Open a new incognito browser window.
2. Sign in to https://chartio.com with your organization's Chartio administrator account.
3. Click the ellipsis (...) on the breadcrumb, and select Settings.
4. In the Organization tab, within the Authentication section, make the following changes:
   • Select SAML as one of the Login Methods.
   • In the SAML entity ID field, paste the Entity ID you copied from Step 1.
   • In the SAML SSO URL field, paste the SSO URL you copied from Step 1.
   • Delete the BEGIN CERTIFICATE and END CERTIFICATE lines from the content of the certificate you downloaded in Step 1 and copy the content.
   • In the X.509 certificate​ field, paste the certificate you just copied.
5. Click Update.

Step 3: Enable the Chartio app

1. Sign in to your Google Admin console.

   Sign in using an account with super administrator privileges (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Select Chartio.
4. Click User access.

5. To turn a service on or off for everyone in your organization, click On for everyone or Off for everyone, and then click Save.

6. (Optional) To turn a service on or off for an organizational unit:

   1. At the left, select the organizational unit.
   2. To change the Service status, select On or Off.
   3. Choose one:
      • If the Service status is set to Inherited and you want to keep the updated setting, even if the parent setting changes, click Override.
      • If the Service status is set to Overridden, either click Inherit to revert to the same setting as its parent, or click Save to keep the new setting, even if the parent setting changes.
        Note: Learn more about organizational structure.
7. (Optional) To turn on a service for a set of users across or within organizational units, select an access group. For details, go to Use groups to customize service access.
8. Ensure that your Chartio user account email IDs match those in your Google domain.

Step 4: Verify that the SSO is working

Chartio supports both Identity Provider (IdP) initiated and Service Provider (SP) initiated SSO. Follow these steps to verify SSO in either mode:

IdP-initiated

1. Sign in to your Google Admin console.

   Sign in using an account with super administrator privileges (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Select Chartio.
4. At the top left, click Test SAML login. 

   Chartio should open in a separate tab. If it doesn’t, use the information in the resulting SAML error messages to update your IdP and SP settings as needed, then retest SAML login.

SP-initiated

1. Close all browser windows.
2. Open https://chartio.com/<org-id> where <org-id> is your organization’s unique Chartio ID.
3. Click Log in with SAML. You should be redirected to the Google sign-in page.
4. Enter your username and password.
5. After your credentials are authenticated, you are redirected back to Chartio.

If the user account authenticated by Google IdP does not already exist in Chartio, a new user account is automatically provisioned by Chartio for the signed-in user.

 

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