Integrate Outreach with Zero Trust Network Access

In this topic, you will find general instructions on how to integrate Outreach with Portnox™ Zero Trust Network Access.

Create a Portnox Cloud application configuration

In this step, you will create a configuration in Portnox Cloud that will contain all the information necessary to integrate with Outreach.

In a new tab of your browser, open your Portnox Cloud account by accessing the following URL: https://clear.portnox.com/
From now on, we will call this tab the Portnox tab.
In the Cloud portal top menu, click on the Zero Trust Resources option.
On the Resources screen, click on the Create resource button.
1. In the What type of resource is this? section, select the SSO web application option.
2. In the Authentication protocol section, select the SAML option.
3. Click on the Next button.
Optional: If you have more than one SAML identity provider configured, select the identity provider in the Select an identity provider to use for this resource section.
In the Resource details section, enter a Resource name and optionally a Description.

In this example, we used the name Outreach for the new application configuration but you can use any name you like.
Keep this browser tab open. You will need it later.

In this section, you will access your Outreach administrative interface and find the Single Sign On (SSO) settings.

In another tab of your browser, open your Outreach admin interface on the Organization page by accessing the following URL: https://web.outreach.io/admin-exp/org/general.
From now on, we will call this tab the Outreach tab.
Scroll down to find the Users and access section, and then click on the Edit button under the Sign-in and password options heading.

The next settings page will open in a new tab in your browser. From now on, we will call that tab the Outreach tab.
In the Settings pane, click on the Single Sign On button.
In the SSO Settings pane, click on the Add Identity Provider button.
In the Add Identity Provider pane, in the Name field, enter a name for this configuration.

In this example, we used the name Portnox Conditional Access but you can use any name you like.

In this section, you will copy the values displayed by Portnox Cloud and paste them in the relevant fields in the Outreach SSO settings section.

In the Portnox tab, in the Service details section, click on the ⧉ icon next to the Sign-In URL / SSO URL field to copy the value.
In the Outreach tab, click on the empty field under the SIGN IN URL label and paste the value copied from Portnox Cloud.
In the Portnox tab, in the Service details section, click on the ⧉ icon next to the Identity Provider Entity ID / Audience URI field to copy the value.
In the Outreach tab, click on the empty field under the ISSUER (IDENTITY PROVIDER ENTITY ID) label and paste the value copied from Portnox Cloud.
In the Portnox tab, in the Certificates > Signing certificates section, click on the ⋮ icon next to the Active certificate and select the Download certificate option to download the certificate to the local drive.
In the Outreach tab, click on the Choose File button under the CERTIFICATE heading, and upload the downloaded certificate file.

In this section, you will copy the values displayed in your Outreach SSO settings section, and paste them in the relevant fields in Portnox Cloud.

In the Outreach tab, in the SETUP INFO section, select the value to the right of the Assertion Consumer Service (ACS) URL heading and use your operating system’s copy shortcut to copy the value to the clipboard.
In the Portnox tab, in the Resource properties section, click on the empty field under the Assertion Consumer Service (ACS) URL / Reply URL heading and paste the value copied from Outreach.
In the Outreach tab, in the SETUP INFO section, select the value to the right of the Service Provider Entity ID / Audience URI heading and use your operating system’s copy shortcut to copy the value to the clipboard.
In the Portnox tab, in the Resource properties section, click on the empty field under the Entity ID / Service Provider Entity URL heading and paste the value copied from Outreach.

In this section, you will finalize the configuration in Portnox Cloud and Outreach.

Finalize the configuration in the Portnox tab.
1. Optional: Click on the Next button, and in the Policy enforcement section, in the Device risk assessment section, change the setting to Override with custom policy and then select a risk assessment policy if you want to assess risk with this application using a custom risk assessment policy, and in the Access control section, change the setting to Override with custom policy and then select an access control policy if you want to control access to this application using a custom access control policy.
2. Scroll all the way down to the end of the page, and then click on the Add resource button.
Finalize the configuration in the Outreach tab.
1. Click on the Save button.
  
  Note:
  Before clicking on the Finish button, you can optionally test your configuration by clicking on the Test button.
2. In the SSO Settings pane, activate the Enable checkbox, and then click on the Save button.

Result: You have configured Outreach to be accessible using Portnox Zero Trust Network Access.