Microsoft Entra ID: Single Sign-On (B2C)

What is Single Sign on B2C?  Single sign on B2C allows your agents and users to sign in to Halo using credentials from various accounts. It also allows unknown users to sign up to access your Halo portal using credentials from existing accounts. Who can use SSO B2C? B2C SSO is typically used by organisations […]

Okta Integration

In this guide we will cover: – What is the Okta Integration? – Creating a Token in Okta – Creating an Application in Okta – Connecting Okta in Halo – Mappings and Configuration – Configuring Okta SSO What is the Okta Integration? The Okta integration can be used to map Okta groups to Halo users/agents […]

SAML 2.0

In this guide we will cover: – Key Terms – Understanding the Login Flow – Exchanging Metadata – Configuring the IdP – Debugging a SAML Issue This guide aims to help understand Halo's SAML 2.0 integration. This document focuses mainly on versions past 2.104.1 as many new features were added in this version. Some references […]

Customers and Importing/Migrating Data

In this guide we will cover: – Customer records – Creating a New Customer – Importing Customers Customer Records This screen provides an overview of your customer records. Customers are the organisations/companies that you support and maintain services for. From here you can search your existing customer records or create new ones. You can also […]

Microsoft Entra ID: Single Sign On (B2B)

In this guide we will cover: – Introduction – Configuration Options – App Registration Configuration – Halo Configuration Related Guides: Microsoft CSP Integration  Microsoft Entra Integration (Formerly: Azure Active Directory) Single Sign-On (B2C) Introduction What is B2B Single Sign-On (SSO)?  Single Sign-On via a B2B connection allows your agents and users to sign in to Halo […]

Delinea (Formerly Centrify) Integration

In this guide we will cover: – What is the Delinea Integration? – Centrify Configuration – Halo Configuration – Advanced Features What is the Delinea Integration? Halo’s integration with Delinea provides you with a single sign-on (SSO) solution for your end users and admins, allowing them to authenticate into Halo via Delinea. Centrify Configuration The […]

Active Directory Integration (LDAP)

In this guide we will cover: – Adding a New Connection – Fields – Child Domains Halo allows you to configure, import from, and sync with an LDAP directory (such as Active Directory). This is mainly used to easily keep your user and/or agent list up to date with the users in Active Directory. Adding […]

Google Workspace Integration

In this guide we will cover: – What is the Google Workspace Integration? – Configuring Google Workspace – Site/Agent Mappings – Advanced Mappings – New User Onboarding Ticket Creation – Licence Management – Importing Agents and Users – Asset Imports – Additional setup needed to import customer and subscription data – Halo Integrator – Google […]

Azure Deltas

In this guide we will cover: – What is an Azure Delta? – What are the benefits of using Azure Deltas? – How does enabling Azure Deltas impact the functionality of Microsoft Entra ID/CSP? – How to enable Azure Deltas? – What to consider when enabling Azure Deltas? – Using Azure Deltas with the Intune […]

Microsoft CSP Integration

What is the Microsoft CSP integration used for? This integration is used to import user data from multiple Azure tenants managed via the Microsoft Cloud Reseller Program (CSP). Who should use the Microsoft CSP integration? This integration is typically used by HaloPSA customers as these organisations will typically manage/have access to their customer's Azure tenant […]