Integrate WalkMe with Conditional Access

In this topic, you will find general instructions on how to integrate WalkMe with Portnox™ Conditional Access for Applications.

Create a Portnox Cloud application configuration

In this step, you will create a configuration in Portnox Cloud that will contain all the information necessary to integrate with WalkMe.

  1. In a new tab of your browser, open your Portnox Cloud account by accessing the following URL: https://clear.portnox.com/

    From now on, we will call this tab the Portnox tab.

  2. In the Cloud portal top menu, click on the Applications option.

  3. On the Applications screen, click on the Add application button, and select the Add new SAML application option.

  4. Optional: If you have more than one SAML identity provider configured, select the identity provider in the Select an identity provider to use for this application section.
  5. In the Application details section, enter an Application name and optionally a Description.

    In this example, we used the name WalkMe for the new application configuration but you can use any name you like.

  6. Keep this browser tab open. You will need it later.

Open your WalkMe SSO settings

In this section, you will access your WalkMe administrative interface and find the single sign-on (SSO) settings.

  1. In another tab of your browser, open your WalkMe admin interface on the Security page by accessing the following URL: https://admin.walkme.com/security.

    From now on, we will call this tab the WalkMe tab.

  2. On the Security page, click on the Single Sign-On heading to expand the section, and then click on the SSO Setup button.

  3. In the SSO Setup wizard, in the 1. Initial Setup step, enter a name for your SSO configuration in the SSO Name field, and then click on the Save & Next button.

    In this example, we used the name Portnox Conditional Access, but you can use any name you like.

Copy configuration values from the WalkMe tab to the Portnox tab

In this section, you will copy the values displayed in your WalkMe SSO setup section, and paste them in the relevant fields in Portnox Cloud.

  1. In the WalkMe tab, select the URL option, and then click on the  ⧉  icon next to the text field to copy the field value to the clipboard.

  2. In the Portnox tab, in the Application properties section, click on the empty field under the Assertion Consumer Service (ACS) URL / Reply URL heading and paste the value copied from WalkMe.

  3. In the WalkMe tab, select the Entity Id option, and then click on the  ⧉  icon next to the text field to copy the field value to the clipboard. Then, click on the Next button.

  4. In the Portnox tab, in the Application properties section, click on the empty field under the Entity ID / Service Provider Entity URL heading and paste the value copied from WalkMe.

Copy configuration values from the Portnox tab to the WalkMe tab

In this section, you will copy the values displayed by Portnox Cloud and paste them in the relevant fields in the WalkMe SSO setup section.

  1. In the Portnox tab, in the Service details section, click on the  ⧉  icon next to the Sign-In URL / SSO URL field to copy the value.

  2. In the WalkMe tab, click on the empty field under the SAML SSO URL label and paste the value copied from Portnox Cloud.

  3. In the Portnox tab, in the Service details section, click on the  ⧉  icon next to the Identity Provider Entity ID / Audience URI field to copy the value.

  4. In the WalkMe tab, click on the empty field under the Entity Id label and paste the value copied from Portnox Cloud.

  5. In the Portnox tab, in the Certificates > Signing certificates section, click on the  ⋮  icon next to the Active certificate and select the Copy certificate option to copy the certificate.

  6. In the WalkMe tab, click on the empty field under the Public Certificate label and paste the value copied from Portnox Cloud.

Finalize the configuration

In this section, you will finalize the configuration in Portnox Cloud and WalkMe.

  1. Finalize the configuration in the Portnox tab.
    1. Optional: In the POLICY ASSIGNMENTS section, change the setting to Application-based and then select an access control policy and a risk assessment policy if you want to control access to this application without using groups.
    2. Scroll all the way down to the end of the page, and then click on the Save button.

  2. Finalize the configuration in the WalkMe tab.
    1. In the Request Binding field, choose the HTTP-redirect option, and then click on the Save & Next button.

    2. In the Users Assignment pane, activate the SSO ID is equal to the user’s email address checkbox, select the users that you want to be able to log in using Portnox Conditional Access, and then click on the Finish button.

      Note: Before clicking on the Finish button, you can optionally test your configuration by clicking on the Self Test SSO Setup button.

Result: You have configured WalkMe to be accessible using Portnox Conditional Access for Applications.