EventPro Software User Manual

Azure AD Setup

Before proceeding with EPConnect setup, you first need to configure EPConnect with Azure AD.

 

1.Add the Azure AD SAML Toolkit enterprise application to your Azure AD administration.

2.For your Single Sign-On Method, select SAML.

3.Fill out your Basic SAML Configuration:

a.Identifier: This must be set to connect.eventpro.net

b.Reply URL: Enter the path to the consumer page in EPConnect, including the Client ID of your database.

i.Cloud: https://connect.eventpro.net/ep/WebSystem/SamlConsume.aspx?Client=<client id>

ii.On-Prem: https://<server>/EventProConnect/WebSystem/SamlConsume.aspx?Client=<client id>

c.Sign on URL: Enter the path to the sign-on page in EPConnect.

i.Cloud: https://connect.eventpro.net/ep/Account/SignIn.aspx

ii.On-Prem: https://<server>/EventProConnect/Account/SignIn.aspx

d.Relay State: Enter your EPConnect home page.

i.Cloud: https://connect.eventpro.net/ep/Default.aspx

ii.On Prem: https://<server>/EventProConnect/Default.aspx

4.Copy your App Federation Metadata URL, or download your Federation Metadata XML.

 

EventPro EPConnect Setup

Now, proceed to EventPro.

 

1.Under EPConnect Setup Site Settings, select Azure from the Login Method drop-down list. (Note that the relevant module must be on your EventPro license in order for the Azure option to appear.)

2.Click the Load from Metadata button.

3.Select the Load Type - URL or File - depending on whether you copied the URL or downloaded the XML file from Azure AD.

4.Enter the URL or select the file, as applicable. Click OK. The rest of the Login information will be filled in automatically.

5.Save your changes in EPConnect.

 

EventPro User Setup

The email attached to the Azure AD User must match the Primary Email on the EventPro CRM Account linked to the corresponding EventPro Security User (i.e. SecurityUser.Account.PrimaryEmail).

•To review how to link a CRM Account to an EventPro Security User, see the topic User under Security Setup / Users / Create New User.

•To review how to add a Primary Email address to a CRM Account, see Contact Information for a Company, or Contact Information for a Contact.

 

The EventPro Security User will also need to be Available Online.

•Review the topic EPConnect Settings under Security Setup / Users / Create New User.

 

Logging into EPConnect

Once the integration setup is complete, the EPConnect login screen will include a "Sign In with Azure AD" option.