Step 1: Download
the ConnectWise ScreenConnect metadata fileConnectWise ScreenConnect is a self-hosted desktop software application that allows users to host software on their own servers (see https://screenconnect.connectwise.com). This integration provides instructions to integrate ConnectWise ScreenConnect with Identity as a Service. Once integrated, users can use single sign-on to log in to their ConnectWise ScreenConnect account using Identity as a Service.
Note: This guide was tested using previous versions of Identity as a Service and ConnectWise ScreenConnect. Other versions of ConnectWise ScreenConnect may require integration and configuration steps that differ from those documented in this procedure. For newer versions of ConnectWise ScreenConnect, this integration guide may be used as an initial approach for integrating ConnectWise ScreenConnect. In the event of other issues, contact support@entrust.com for assistance.
Step 1: Download
the ConnectWise ScreenConnect metadata file1. Log in to your ConnectWise ScreenConnect Administrator account.
2. Click Admin. The Administration page appears.
3. In the menu pane, click Security. The Security page appears.
4. Under User Sources, click Add User Source.
5. Select SAML from the drop-down list.
6. Scroll to User Resources and click Add User Source.
7. Select SAML. A SAML pane appears in the User Source section.
8. Click
and select Generate
Metadata. The metadata appears in a Web browser.
9. Copy and save the contents of the metadata into a text editor, such as Notepad.
10. Save the file as Connectwise_Screenconnect_SP_metadata.xml.
11. Leave this page open. You need to return to it later in this procedure.
Step 2: Create
a custom user attribute in IDaaSYou need to create a customer user attribute for
1. Log in to your Identity as a Service administrator account.
2. Click 
> Members
> Attributes. The User Attributes
List page appears.
3. Under Custom User Attributes, click Add. The Add User Attribute dialog box appears.
4. Enter Role for the User Attribute Name.
5. Check Attribute is required.
6. Click Add to create the attribute.
7. After you have created these attributes, then you need to create and map the following:
a. Click > Resources
> Directories. The Directories
List page appears.
b. Select the Directory. The Edit Directory page appears.
c. Under Attribute Mappings, locate the Role attribute that you just created.
d. Click the Role field and enter rolename.
e. Click Save.
Note:: rolename is a custom attribute, which needs to be created in the directory configured with IDaaS. in Directory, configured with Identity as a Service.
Step 3: Connect the IDaaS role attribute
to ConnectWise ScreenConnect1. In ConnectWise ScreenConnect, click Admin. The Administration page appears.
2. Under Administration, click Security. The Security page appears.
3. Go to Roles, make note of the name of the role that you need to associate with IDaaS. For example, Control Host.
4. Return to your IDaaS account.
5. In
IDaaS, click > Members
>Users. The
User page
appears.
6. Click a User, scroll to Optional Attributes. Confirm that the Role attribute value matches the name of the role in ConnectWise ScreenConnect, for example, Control Host.
7. 9. Other System User Attributes such as Email, First Name, Last Name are configured by Default
Step 4: Add
ConnectWise Screen Connect to Identity as a Service1. Open a new Web browser window and log in to your Identity as a Service administrator account.
2. Click
> Security > Applications. The Applications
Lists page appears.
3. Click Add. The Select an Application Template page appears.
4. Under SAML Cloud Integrations, click ConnectWise ScreenConnect. The Add ConnectWise ScreenConnect page appears.
5. Update the Application Name and Application Description, as required.
6. Optional. Add a custom application logo.
a. Click 
next to Application Logo. The
Upload Logo dialog box appears.
b. Click 
to
select an image file to upload.
c. Browse to select your file and click Open. The Upload Logo dialog box reappears showing your selected image.
d. If required, resize your image.
e. Click OK.
7. Select the Authentication Flow that appears to users during login.
8. Click Next. The General page appears.
9. Click
to the Upload Metadata XML
and browse to the location of the metadata file you downloaded
in Step 1: Download the ConnectWise ScreenConnect
metadata file. The Metadata
Configuration dialog box appears.
a. If required, click Merge with existing values to merge new values with existing values for Alternative Assertion Consumer Services URLs and SAML attribute names.
b. Click Save.
10. Optional. Enter the SAML Username Parameter Name used to identity the user ID being requested for authentication. The user ID can then be passed as a parameter, for example, Username=jdoe.
11. Enter the SAML Session Timeout to the time when the SAML Assertion times out. The maximum is 720 minutes.
12. Enter the Max Authentication Age (seconds) to set the maximum amount of time that can elapse before a user is required to reauthenticate during a new login attempt. This applies for both SP-initiated and IDP-initiated login. Set this field to -1 to disable this feature.
13. From the SAML NameID Attribute drop-down list, select Email.
14. Select the SAML Signing Certificate from the drop-down list.
15. From the SAML Response Signature Algorithm drop-down list, select SHA512.
16. Optional: Select Respond Immediately for Unsuccessful Responses to return to the application immediately after a login failure, rather than allow user to try again with a different userID.
17. Deselect Enable Go Back Button if you do not want users to be able to go back to the login ConnectWise ScreenConnect page to log in.
18. Select Show Default Assertion Consumer URL Service in the My Profile. When selected, the Default Assertion Consumer URL appears in a user's My Profile page in addition to relay states and Alternative Assertion Consumer URLs.
19. For the IDP initiated login to be successful, you need to set up ConnectWise ScreenConnect SP-Init-SSO. ConnectWise ScreenConnect can also set up IdP-Init-SSO. IdP-Init-SSO requires IDP to send the Relay State parameter along with the SAML request. You can do this by editing the metadata xml file or setting a Relay state value. Relay states appear on the user's My Profile page. Do the following:
a. Under Relay State, click Add. The Add Relay State dialog box appears.
b. Enter ConnectWise ScreenConnect in the relay Name field.
c. Enter the Value for the relay state. This setting specifies the application
or URL that a user is redirected to after successful authentication.
For example, https://<customurl>.screenconnect.com/Host#Access/.
d. Select Show in My Profile to display the relay state on the user's My Profile page.
Note: After
you add relay states, you can also enable or disable them on the Add/Edit
application page. Click 
next to the relay state to disable it or click 
to re-enable it.
20. Add SAML attributes as follows:
a. Under SAML Attributes, click Add. The SAML Attributes dialog box appears.
b. In the Name field enter UserID.
c. Click Add next to Value(s).
d. In the Value(s) field, enter <User ID>.
e. Repeat these steps to add the following SAML attributes and values:
– Attribute FirstName and value <First Name>
– Attribute LastName and value <Last Name>
– Attribute Email and value <Email>
– Attribute Role and value <Role> (This is the custom attribute you created in Step 2: Create a custom role attribute.)
f. Click Add when you have finished adding all the required SAML attributes.
21. Optional. Add Alternative Assertion Consumer Service URLs, as follows:
a. Click Add.
b. Enter a Name.
c. Enter a URL Value.
d. Select Show in My Profile to display the Alternative Consumer Service URL in a user's My profile page.
e. Optional. Add an Application Logo.
f. Click Add.
g. Repeat these steps to add more Alternative Assertion Consumer Service URLs.
22. Click Submit.
Step 5: Create
a resource rule to protect access to ConnectWise ScreenConnectCreate a resource rule to protect access to a SAML application
1. Log in to your Identity as a Service administrator account.
2. Click
> Security
> Resource Rules. The Resource Rules List
page appears.
3. Click + next to the application you want to protect with a resource rule. The Add Resource Rules page appears.
4. Enter a Rule Name and Rule Description for the resource rule.
5. In the Groups list, select the group or groups of users restricted by the resource rule.
These are the groups to which the resource rule applies. If you do not select any groups, by default the resource rule applies to all groups.
6. Click Next. The Authentication Conditions Settings page appears.
7. Optional: Select Disable Single Sign-On for Application to force a user to re-authenticate whenever they attempt a new login.
8. If you do not Enable Advanced Risk Factors, do the following:
a. Select the Authentication Flow from the drop-down list. The Authentication Flow flowchart updates based on the selection.
b. Click Submit to save the Resource Rule.
9. If you want to Enable Advanced Risk Factors, complete the remaining steps in this procedure.
10. Select Enable Advanced Risk Factors to add additional risk factors to the resource rule.
11. Select Enable Strict Access for Application to set the resource rule to deny access regardless of the outcome from other resource rules. If this option is disabled for any resource rule that denies access, the user is allowed access if at least one resource rule allows access.
12. For each Advanced Risk Factor, click the Deny option to deny access to the application if the risk factor fails regardless of the results of the other risk factors.
13. Click Date/Time to set the conditions as follows:
a. Select one of the following:
– Allow Date/Time to set when a user can access the application.
– Deny Date/Time to set when the user cannot access the application.
The Date/Time Context Condition Settings appear.
b. Select the Condition Type:
– Specific Date Range Condition—Allows or denies access to the application during a select period of days.
– Time-of-day and/or Day of Week Recurring Conditions—Allows or denies access to the application on a specific time of day, day of the week, or both. Recurring times selected only apply to days not denied.
– Clear Selection—Clears existing Date and Time conditions.
c. Set the Condition Type settings, as follows:
i) Select Use local time zone to use the local time zone or deselect Use local time zone to use the local time zone and begin typing the time zone in the Begin Typing Timezone name field and select the time zone from the drop-down list.
ii) If you selected Specific Date Range Condition, click Start Date to select a start date from the pop-up calendar. Optionally, select the End Date.
iii) If you selected Time-of-Day and/or Day-of-Week, click Start Time and select the start time from the pop-up clock. Optionally set the End Time. You must also select the days of the week for the condition.
d. Click Save to return to the Authentication Conditions Settings page.
14. Click Geolocation to set the Location Condition Settings, as follows:
a. Select Allow or Deny to create an allowed or denied country list.
b. From the Selected Countries drop-down list, select the countries to add or deny access to the application. Repeat until you have added all the desired countries to the list.
c. Select Allow Anonymous IP Address to increase the risk of users authenticating from an anonymous IP.
d. Click Save to save to return to the Authentication Conditions Settings page.
15. Click Source IP Address. The IP Address Risk Setting dialog box appears. Do one of the following:
a. Select Custom and add the required IP Allowed Addresses and IP Denied Addresses.
b. Select IP List Address and select the IP List to allow or deny.
c. Select None to not restrict any IP addresses.
d. Click OK to return to the Authentication Conditions Settings.
16. Click Machine Authentication to set the Machine Authentication Condition Settings, as follows:
a. Set the Machine Authentication Risk is less than or equal to the value that the machine authenticator's total risk score must be less than during authentication to pass this condition.
The risk score is based on the attribute differences
between a user's Machine Authentication information and that recorded
on Identity as a Service before the condition fails. If an attribute does
not match, the attribute incurs the number of risk points shown in Non-Matching Risk Points for that attribute. The
Non-Matching Risk Points values of each non-matching
attribute are added together, resulting in a total risk score. This score
is normalized to be out of 100 as follows:
Total Risk Score = (Total Risk Points
of Failing Attributes / Maximum Risk Points of All Enabled Attributes)
* 100
The resource rule condition fails when the number of non-matching risk
points exceeds the Machine Authentication Risk value defined in this step.
A value of 0 means that a single attribute
difference causes the Device Fingerprint
condition to fail. The default value is 3.
The value between 0-50 can be entered.
The default value is defined by the Machine Risk Limit.
See Modify machine authenticator settings.
b. Click Save.
17. Define the Location History / Known Locations and Travel Velocity conditions. The Risk-Based Authentication (RBA) settings of your Identity as a Service account define the location history and travel velocity conditions. See Manage risk-based authentication settings for more information.
18. Set the Device Certificates risk factor to require the client to perform client-authenticated SSL with a certificate issued from a trusted CA to pass.
19. Set the risk score for application conditions to set the risk percentage a user receives if they fail to meet the condition, as follows:
● Click the dot next to the condition setting and slide the risk scale to the risk percentage
-or-
● Click the 0% and enter the risk points and then click OK.
The default setting is 0%. The Risk percentage determines the authentication requirements as set by the Authentication Decision. When a user attempts to authenticate to an application, the final risk percentage is the sum of all failed conditions.
20. Set the Authentication Decision risk level for Medium Risk and High Risk as follows:
a. Click the risk threshold percentage to the right of Medium Risk or High Risk. The Risk Threshold dialog box appears.
b. Enter the risk percentage.
c. Click OK.
21. Select the Authentication Flows for Low Risk, Medium Risk, and High Risk from the drop-down lists. The Authentication Flows flowchart updates based on your selections.
22. Click Submit to create the resource rule.
Step 6: Download
the IDP metadata file from Identity as a ServiceDownload the Metadata file from Identity as a Service
1. In Identity as a Service, click
> Security > Applications.
The Applications List page appears.
2. Do one of the following:
● Click
next to the application you are integrating
with Identity as a Service.
–or–
● Click
next to the application you are integrating
with Identity as a Service and select SAML IDP Metadata.
The SAML Application Metadata dialog box appears.
3. Select the certificate to include in the SAML IDP Metadata file from the drop-down list.
4. If applicable, Select the domain to include in the SAML IDP Metadata file from the drop-down list.
5. Enter the Lifetime, in days, for the SAML IDP Metadata file. The value must be between 2 and 730.
6. Do one of the following, as required:
a. Copy the Public Endpoint to paste into your SAML application being used Identity Provider authentication.
b. Click Download.
Note: If you are using multiple domains, you must download each domain's metadata file separately because the values in the metadata file vary for each domain.
Step 7: Convert
the IDaaS SAML IDP metadata to Base64 format1. Go to https://www.base64encode.org (or a similar base64 encoding tool).
2. Set the Destination Character Set to UTF-8.
3. Paste the IDP SAML metadata your downloaded in Step 6: Download the IDP metadata file from identity as a Service.
4. Click Encode.
5. Click Copy to Clipboard or copy and save the contents to a text file.
Step 8: Add
the IDP metadata to ConnectWise ScreenConnectNote: UserDisplayNameAttributeKey is a required field. Without this field, the content to connect feature may not work as expected.
1. If required, log in to your ConnectWise ScreenConnect Administrator account.
2. Click Admin. The Administration page appears.
3. In the menu pane, click Security. The Security page appears.
4. In
the SAML pane, click and select Configure. The
Edit User Source Configuration dialog box appears.
5. In the IdentityProviderMetadataURL enter data:base64, and then append the metadata that you copied in Step 5: Convert the IDaaS SAML IDP metadata to Base64 format.
Note: Do not add a space after the comma before you append the metadata.
6. Add the mapping attributes.
Note: The attributes must match the name of the IDaaS SAML attribute.
a. In the UserNameAttributeKey field, enter FirstName.
b. In the UserDisplayNameAttributeKey field, enter UserID.
Note: The UserDisplayNameAttributeKey can be also be either Email or LastName.
c. In the EmailAttributeKey field, enter Email.
d. In the RoleNamesAttributeKey field, enter Role.
e. Role is the custom user attribute that you created in Step 2: Create a custom role attribute. Ensure that the value you enter matches the IDaaS custom attribute.
7. Click Save Configuration.
Testing Service Provider Login
1. Open a Web browser and enter the URL for your ConnectWise ScreenControl account. You are directed to Identity as a Service.
2. Enter your ConnectWise ScreenControl account User ID and click Next.
3. Respond to the second-factor authentication challenge. If you respond successfully, you are logged into ConnectWise ScreenControl.
Testing Identity as a Service redirect log in
1. Log in to your Identity as a Service account.
2. Go to your My Profile page if you are not already there.
3. Under Applications, click ConnectWise ScreenControl.
4. Respond to the second-factor authentication challenge. If you respond successfully, you are logged into ConnectWise ScreenControl.