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Planview Customer Success Center

Administrator Setup - 3.Enabling SSO with PV Admin

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PV Admin allows the Federated Authentication through it's in-product PV Admin SSO capability.

This allows users to not only log in to AdaptiveWork through the traditional log in page, but alternatively directly from PV Admin and therefore providing a centralized access & authentication mechanism across different Planview products and services.

To enable PV Admin SSO, the respective Administrator shall follow the steps below:

In Planview Admin

1. In PV Admin, select the Products tab > in the Planview AdaptiveWork tile:

  • click 3 dots next to Manage Product > Select Enable Planview Admin authentication:                                                                                 clipboard_ee362739b7cf66428ebc83cb7d755ca6f.png

OR

  • click Manage product:

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  • Click Enable Planview Admin authentication in the upper right corner:

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2. Select Yes when prompted with the Enable Planview Admin authentication pop-up:

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3. You are notified that Planview Admin authentication is now enabled:

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4. PV Admin indicates the new status in the upper right corner:

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In AdaptiveWork

Enabling Planview Admin authentication has now made the following updates in AdaptiveWork Settings > Global Settings > Federated Authentication pop-up:

5. the Enable Federated Authentication checkbox is checked

6. the Enable PV Admin SSO/SAML is enabled

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7. the following parameters are automatically populated:

  • Certificate*
  • Sign-in URL*
  • Sign-out URL*
  • Relaying Party Identifier*
  • Enable Password authentication (set to Everyone (internal and external)
  • Enable API access (checked)
  • Unauthenticated User URL redirect (unchecked)
  • Enable Request Access (unchecked)
  • Requester Access Profile (blank)
  • Authentication Context (checked)*
  • Name ID Format (set to SAML:1.1 Unspecified)*
  • Assertion Decryption Certificate (set to Disabled)*
  • Use POST (unchecked)*
  • Support IDP Initiated RelayState (unchecked)*
  • Advanced Verification (checked)*
  • Advanced Request (unchecked)*

 

* locked for editing (only updateable via API)

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With the successful Planview Admin Authentication (SSO), users can now log in to AdaptiveWork in the following 2 ways:

  • from the AdaptiveWork login screen > Connect via Federated Authentication   

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  • via Planview Admin, by clicking the AdaptiveWork tile in the Overview tab

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