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• Oracle Siebel SSO | Siebel CRM Single Sign-On

Oracle Siebel CRM is a major product line of Oracle Corporation. Oracle Siebel CRM is a combined set of transactional, analytical and engagement features to manage all customer-facing operations.

As we have officially been recognized as a Global Modernized Oracle Partner Network (OPN) Partner, you can rest assured that all of our integrations on the Oracle Stack fulfill the highest competencies set by Oracle for their trusted advisors like miniOrange.

"miniOrange Oracle Siebel CRM SSO connector enables Single Sign-On (SSO) between Oracle Siebel CRM and any IDPs without the need to purchase and install Oracle Access Manager (OAM) and Oracle Internet Directory (OID) license."

Siebel CRM SSO connector enables the Single Sign-On (SSO) integration between any Oracle application and IDPs (Identity Providers) like miniOrange, ADFS, Active Directory, Azure AD, Google, Okta, Onelogin, Ping Idenity, Centrify and many more. It also provide SSO support for web applications which do not provide support for federated Single Sign-On (SSO) protocol such as SAML or OAuth 2.0. SSO connector gives you the flexibility of extending your existing SSO integration to Oracle Siebel CRM as well. This is possible due to its capability to act as a broker between multiple IdP's & your configured applications. This states that you can perform seamless SSO integration for Oracle Siebel CRM with your existing authentication platform.

Follow the Step-by-Step Guide given below for Oracle Siebel CRM Single Sign-On (SSO)

1. Download and Install Siebel CRM SSO Connector

• For Windows
• For Linux

• This short tutorial walks you through starting up the sso connector in standalone mode, setting up the initial admin account, and logging into the miniOrange admin dashboard.
• Prerequisites:

• Java 8 (JDK 1.8): When you install JAVA 8, only JRE 1.8 would be present.

  Note: Tomcat is already included in this distribution (zip file), you don’t have to install it separately.

  Installation of JDK 1.8 requires login through the oracle account. If you don't have the oracle account, you can directly install JDK 1.8 from here.

• If JAVA is already installed and Environment Variables are set correctly on your system, then you don't need to follow this step, you can directly go to step 1.2.

  Note - Once the Java installation is complete, check that the JAVA_HOME environment variable has been set correctly.Open a command prompt and type echo %JAVA_HOME% and hit Enter. If you see a path to your Java installation directory, the JAVA_Home environment variable has been set correctly.If nothing is displayed, or only %JAVA_HOME% is returned, you'll need to set the JAVA_HOME environment variable manually.

  Set Java environment variables i.e. JAVA_HOME and JRE_HOME and path variables. Lets say JDK software is installed on your computer, for example, at C:\Program Files\Java\jdk1.8.0_221 then JAVA_HOME and JRE_HOME paths can be as mentioned -

  • JAVA_HOME - C:\Program Files\Java\jdk1.8.0_221
  • JRE_HOME - C:\Program Files\Java\jdk1.8.0_221\jre

  To Save these variables, right click My Computer and select Properties > Advanced System Settings.Click the Environment Variables button.Under System Variables, click New.In the Variable Name field, enter:

  • JAVA_HOME - C:\Program Files\Java\jdk1.8.0_221
  • JRE_HOME - C:\Program Files\Java\jdk1.8.0_221\jre
  Also update the path variable set with path : path_to_JAVA_HOME/bin. You can Read more about java specific environment variables.

To install Siebel CRM SSO Connector:

• To start the miniOrange Siebel CRM SSO Connector, go to the bin/ directory of the Siebel CRM SSO Connector distribution (i.e. folder with name similar to mo-siebelcrm-sso-connector-kit (version may vary)). Execute the startup file based on your environment.
• > ...\bin\startup.bat

• This short tutorial walks you through starting up the sso connector in standalone mode, setting up the initial admin account, and logging into the miniOrange admin dashboard.
• Prerequisites:

  Java 8 (JDK 1.8): When you install JAVA 8, only JRE 1.8 would be present.

  Note: Tomcat is already included in this distribution (zip file), you don’t have to install it separately.

  You can download OpenJDK8 package using apt install openjdk-8-jdk      for Debian, Ubuntu, etc. OR yum install java-1.8.0-openjdk for Fedora, Oracle Linux, Red Hat Enterprise Linux, etc.

• Linux users can use below commands to set JAVA_HOME and JRE_HOME variables using below commands -

  1. export JAVA_HOME=/path/to/jdk
  2. export JRE_HOME=/path/to/jre

• You can verify whether above environment variables are set correctly. Execute below commands to verify environment variables -

  1. echo $JAVA_HOME
  2. echo $JRE_HOME

To install Siebel CRM SSO Connector:

• To start the miniOrange Siebel CRM SSO Connector, go to the bin/ directory of the Siebel CRM SSO Connector distribution (i.e. folder with name similar to mo-siebelcrm-sso-connector-kit (version may vary)). Execute the startup file based on your environment.
• Linux/Unix – Execute chmod +x startup.sh to give executable permission to this file. Set relevant permission of mo-siebelcrm-sso-connector folder to allow the creation of new folder like temp or logs folder – chmod 755.
  $ .../bin/startup.sh

1.1. Setup Database

• After tomcat startup, open http://localhost:8080 in browser. You will see a page to choose a database configuration for the Siebel CRM SSO Connector. You can choose where you would like to store its data.
• Oracle Siebel CRM SSO Connector gives you the flexibility to choose your database type. We support Embedded H2 Database which is a light weight database good for testing purposes. Later you can migrate to your production database type that is supported in the external database section. In External Database section, we support Postgresql (ideally 9.6), MySql and Oracle Databases.

Setup Embedded Database

• Note : Before you proceed with Embedded H2 database, make sure your system has given write permission to the Siebel CRM SSO Connector folder i.e. mo-siebelcrm-sso-connector-kit folder. If not then first assign the write permission to the Siebel CRM SSO Connector folder to avoid getting stuck in permission issues. Write permission is required because Embedded H2 database is created in Siebel CRM SSO Connector folder with the folder named data.
• Select embedded Database and click on proceed.



• Set up miniOrange with the embedded H2 database to get you started. You’ll need to migrate to a supported external database before using miniOrange as a production system. This option is recommended if you’re just using miniOrange for a test trial. The database folder is created inside the mo-siebelcrm-sso-connector folder named data.
• Note: In case if you are stuck in permission issues, you can run commands specific to your OS to perceed or you can follow the instructions given on pop-up.

Windows	icacls “path upto mo-siebelcrm-sso-connector-kit ” /remove:d Users /grant:r Users:(OI)(CI)F /T
Linux	chmod -R 775 “path upto mo-siebelcrm-sso-connector-kit”

• If you don't have enough privileges to run above commands, in that case either you can follow instructions from pop-up or can contact us.
• Once database is created successfully, you will be redirected to the admin set up page where you will configure admin account for Identity Provider.

Setup External Database

• Set up miniOrange with the external database supported in the list below. This is recommended for production systems. miniOrange supports a number of databases and if you don’t have an established database of choice within your organization and do not have a strong preference for any of our supported databases, we recommend the PostgreSQL, which is free and thoroughly tested against.
• You can refer to the below document to see supported versions of MySQL, MS SQL and PostgreSQL – click here. Note: If you already have a database setup which is not in the list below. You can contact us to add support for that database.
• Create an empty database in your database server – PostgreSQL/MySQL/MS SQL. Once done, start filling the form shown below –



• Enter Database Host – localhost or IP address.
• Enter Database Port :
  PostGres – 5432
  MySQL – 3306
• Enter the Database Name created in your database server.
• Enter username and password of your database server for the connection.



• Once database is created successfully, you will be redirected to the admin set up page where you will configure admin account for Identity Provider.

1.2. Setup Admin Account

• Setup your Admin Account. Enter a Username and Password for your admin account.



• Once your admin account is created, you will be auto logged in to the dashboard screen.

2. Configure Oracle Siebel CRM with miniOrange SSO Connector

Set up Siebel CRM according to the prerequisites in the Security Guide according to your version of Siebel CRM. You can access the Security Guide on this link.

3. Test SSO Configuration

• Non SSO login flow:



• SSO login flow:

4. Configure Your User Directory (Optional)

miniOrange provides user authentication from various external sources, which can be Directories (like ADFS, Microsoft Active Directory, Azure AD, OpenLDAP, Google, AWS Cognito etc), Identity Providers (like Okta, Shibboleth, Ping, OneLogin, KeyCloak), Databases (like MySQL, Maria DB, PostgreSQL) and many more. You can configure your existing directory/user store or add users in miniOrange.

• Setup miniOrange as IDP
• Setup AD as User Directory
• Setup External IDP

• To add your users in miniOrange there are 2 ways:

1. Create User in miniOrange

2. Bulk Upload Users

1. Create User in miniOrange

• Click on Users >> Add User.



• Here, fill the user details without the password and then click on the Create User button.



• After successful user creation a notification message "An end user is added successfully" will be displayed at the top of the dashboard.



• Click on Onboarding Status tab. Check the email, with the registered e-mail id and select action Send Activation Mail with Password Reset Link from Select Action dropdown list and then click on Apply button.



• Now, Open your email id. Open the mail you get from miniOrange and then click on the link to set your account password.
• On the next screen, enter the password and confirm password and then click on the Single Sign-On (SSO) reset password button.



• Now, you can log in into miniOrange account by entering your credentials.

2. Bulk Upload Users in miniOrange via Uploading CSV File.

• Navigate to Users >> User List. Click on Add User button.



• In Bulk User Registration Download sample csv format from our console and edit this csv file according to the instructions.



• To bulk upload users, choose the file make sure it is in comma separated .csv file format then click on Upload.



• After uploading the csv file successfully, you will see a success message with a link.
• Click on that link you will see list of users to send activation mail. Select users to send activation mail and click on Send Activation Mail. An activation mail will be sent to the selected users.

• Click on External Directories >> Add Directory in the left menu of the dashboard.



• Select Directory type as AD/LDAP.



• STORE LDAP CONFIGURATION IN MINIORANGE: Choose this option if you want to keep your configuration in miniOrange. If the active directory is behind a firewall, you will need to open the firewall to allow incoming requests to your AD.
• STORE LDAP CONFIGURATION ON PREMISE: Choose this option if you want to keep your configuration in your premise and only allow access to AD inside premises. You will have to download and install miniOrange gateway on your premise.




• Enter LDAP Display Name and LDAP Identifier name.
• Select Directory Type as Active Directory.
• Enter the LDAP Server URL or IP Address against the LDAP Server URL field.
• Click on the Test Connection button to verify if you have made a successful connection with your LDAP server.



• In Active Directory, go to the properties of user containers/OU's and search for the Distinguished Name attribute. The bind account should have minimum required read privileges in Active Directory to allow directory lookups. If the use case involves provisioning (such as creating, updating, or deleting users or groups), the account must also be granted appropriate write permissions.



• Enter the valid Bind account Password.
• Click on the Test Bind Account Credentials button to verify your LDAP Bind credentials for LDAP connection.



• Search Base is the location in the directory where the search for a user begins. You will get this from the same place you got your Distinguished name.



• Select a suitable Search filter from the drop-down menu. If you use User in Single Group Filter or User in Multiple Group Filter, replace the <group-dn> in the search filter with the distinguished name of the group in which your users are present. To use custom Search Filter select "Write your Custom Filter" option and customize it accordingly.



• Click on the Next button, or go to the Authentication tab.
• You can also configure following options while setting up AD. Enable Activate LDAP in order to authenticate users from AD/LDAP. Click on the Next button to add user store.




Here's the list of the attributes and what it does when we enable it. You can enable/disable accordingly.

Attribute	Description
Activate LDAP	All user authentications will be done with LDAP credentials if you Activate it
Fallback Authentication	If LDAP credentials fail then user will be authenticated through miniOrange
Enable administrator login	On enabling this, your miniOrange Administrator login authenticates using your LDAP server
Show IdP to users	If you enable this option, this IdP will be visible to users
Sync users in miniOrange	Users will be created in miniOrange after authentication with LDAP

• Click on the Next button, or go to the Provisioning tab.

User Import and Provisioning from AD

• If you want to set up provisioning, click here for detailed information. For now, we are skipping this step by clicking Skip on Provisioning.




Attributes Mapping from AD

• By default userName, firstName, lastName, email are configured. Scroll down and click on Save Configurations. To fetch additional attributes from Active Directory, enable Send Configured Attributes. On the left side, enter the name that you wish to release to the applications. On the right side, enter the attribute name from Active Directory. E.g., if you wish to fetch company attribute from Active Directory, and send it as organization to configured applications, enter the following:

  Attribute Name sent to SP = organization
  Attribute Name from IDP = company





Test Connections

• You will see a list of directories in External Directories. Go to the directory you have configured, click Select, then go to Test Connections and click on it.



• Click on Test Connection to check whether you have enter valid details. For that, it will ask for username and password.



• On Successful connection with LDAP Server, a success message is shown.




Test Attribute Mapping

• You will see a list of directories in External Directories. Go to the directory you have configured, click Select, then go to Test Attribute Mapping and click on it.



• A pop-up will appear to add the username. After clicking Test, you will see the Test Attribute Mapping Result.






Set up AD as External Directory configuration is complete.




Note: Refer our guide to setup LDAP on windows server.

miniOrange integrates with various external user sources such as directories, identity providers, and etc.

• Okta
• ADFS
• Ping
• Many more

Not able to find your IdP or Need help setting it up?

Contact us or email us at [email protected] and we'll help you setting it up in no time.

5. Run miniOrange SSO Connector over SSL (optional)

Before moving forward, you need to make two changes related to samesite cookie. Starting with version 80, Google Chrome will change the default value for the SameSite cookie parameter to Lax. Therefore, changes are required and SameSite parameter has to be set to NONE.

To do changes, follow the path: mo-siebelcrm-sso-connector >> moas >> WEB-INF >> classes. In this folder search for the file spring-context-onpemise and open it in editor. Search for bean id="customCookie". you will see a bean with name,samesite and secure properties. Update value of samesite from LAX to NONE and of secure to true.

• This document provides the steps to setup Siebel CRM SSO Connector over SSL . It contains 2 sections A and B.

  Section A: This section provides the steps to setup Siebel CRM SSO Connector over self signed SSL certificate.

• 5.1. Generate a Keystore

  • Open a command prompt or terminal. And go to <Path to JAVA_HOME/bin> path and enter the command given below.
    keytool -genkey -alias siebelcrmssoconnector -keyalg RSA -keystore siebelcrmssoconnector.jks
  • If you get a permission error (mostly on a windows machine) in this step.Then change the location in command prompt or terminal to Desktop or any other location of your choice. See image in Step 2.
  • Enter your convenient password and remember it.(If the password you entered didn’t work then keep the password as “changeit” ).

  5.2. Generate SSL Certificate

  • After Pressing the Return key it will prompt for a password for <siebelcrmssoconnector>. Hit Return to continue.
    (Note: firstname and lastname needs to be the server DNS name/hostname of the server)
  
  
  
  • SSL self-signed certificate is generated at the given location.

  5.3. Configure Tomcat with above-generated Keystore

  Refer this page for the above step.

  5.4: Modify the Server Base URL in General Product Settings in the Siebel CRM SSO Connector

  • You should now be able to access the deployed Siebel CRM SSO Connector over HTTPS.
  • From miniOrange admin dashboard, go to Settings>>product settings (present on right top).
  • Enter the Server base URL as shown in the image below.
  

6. Run Tomcat as a Service for Siebel CRM SSO Connector(optional)

• For Windows:
• Install Tomcat as Windows Service using a Windows Installer.
• Navigate to Tomcat Package that was provided by us and copy over the moas folder to the newly installed Tomcat as a service directory root.
• Navigate to Tomcat As a Service Directory Root\conf and edit the server.xml file.
• Search for <Host name="localhost" appBase="webapps" unpackWARs="true" autoDeploy="true"> in the file.



• Add this line: <Context displayName="moas" docBase="../moas" path="/" reloadable="false" /> just below the line you searched for
• Now you can navigate to the windows services panel and start the Tomcat service.

External References

• SSO Integration for Oracle Applications
• Configure Peoplesoft SSO solution
• Oracle Siebel CRM
• Oracle Siebel CRM Configuration

Note: Oracle and Java are registered trademarks of Oracle and/or its affiliates. miniOrange is a separate entity.