Identity Federation Onboarding Workflow
Exchange metadata with the identity provider, map claims to roles, test in a sandbox, and roll out federation with a fallback for break-glass access.
Objective
Connect an external identity provider so users sign in with federated identities and receive correct roles.
Environment
- The IdP metadata and an SP implementation
- A test tenant for validation
Steps
1. Exchange and validate metadata and certificates
Exchange and validate metadata and certificates with the IdP.
Expected state: Trust is established in both directions.
2. Map IdP claims to application roles
Map IdP claims to application roles and groups.
Expected state: Users get the intended authorization.
3. Test the full login and logout
Test the full login and logout flow with a pilot group.
Expected state: The flow works before broad release.
4. Roll out to all users
Roll out to all users and keep a break-glass local admin.
Expected state: Federation does not create a lockout risk.
Decision points
Force federation for everyone?
- Yes, with break-glass
- Allow local login too
Force federation plus a monitored break-glass account; open local login is a shadow path that bypasses IdP controls.
JIT provisioning or pre-provision?
- Just-in-time
- Pre-provision from SCIM
JIT for fast onboarding; SCIM when you need deprovisioning and group sync to be authoritative.
Expected outcome
Users authenticate through the IdP with correctly mapped roles, and a break-glass path exists for IdP outages.
Verification
Confirm pilot users complete login, receive expected roles, and that the break-glass account is excluded from federation-only enforcement.
Cleanup
Record the metadata versions and ship the role-mapping documentation.
Overview
Connect an external identity provider so users sign in with federated identities and receive correct roles. Confirm pilot users complete login, receive expected roles, and that the break-glass account is excluded from federation-only enforcement.
Steps
- Exchange and validate metadata and certificates with the IdP. Expected state: Trust is established in both directions.
- Map IdP claims to application roles and groups. Expected state: Users get the intended authorization.
- Test the full login and logout flow with a pilot group. Expected state: The flow works before broad release.
- Roll out to all users and keep a break-glass local admin. Expected state: Federation does not create a lockout risk.
<EntityDescriptor entityID="https://idp.example.com">
<IDPSSODescriptor>
<KeyDescriptor use="signing"><KeyInfo>...</KeyInfo></KeyDescriptor>
</IDPSSODescriptor>
</EntityDescriptor>
Verification
- Users authenticate through the IdP with correctly mapped roles, and a break-glass path exists for IdP outages.
Decision points
- Force federation for everyone? Options: Yes, with break-glass; Allow local login too. Recommended: Force federation plus a monitored break-glass account; open local login is a shadow path that bypasses IdP controls.
- JIT provisioning or pre-provision? Options: Just-in-time; Pre-provision from SCIM. Recommended: JIT for fast onboarding; SCIM when you need deprovisioning and group sync to be authoritative.