OKTA as IDP – SAML

Step 1: Set Up Okta as Identity Provider

With the plugin installed, you can move on to setting up Okta as an IDP.

SAML Single Sign On (SSO) using Okta Identity Provider,Okta SSO Login 1.1: Okta IDP Configuration

    Follow the steps provided below:

    • Navigate to the plugin configuration page, click the "Add New Provider" button (located either in the middle or top-right corner), select Okta as the application, and copy the callback URL from the plugin and keep it handy, as you'll need it to configure Okta as the OAuth provider.
      • OAuth / OPenID Single Sign On (SSO) using ADFS, ADFS Management
    • Log into Okta Admin Console.
      • SAML Single Sign On (SSO) using Okta Identity Provider, Okta SSO Login,Add New Application into Okta
    • For developer account, switch to Classic UI to configure app.
    • In the left hand menu, go to Applications → Applications and then click on Create App Integration.
      • SAML Single Sign On (SSO) using Okta Identity Provider, Okta SSO Login,Add New Application into Okta
    • Select SAML 2.0 as Sign on method and click Next.
      • SAML Single Sign On (SSO) using Okta Identity Provider, Okta SSO Login,Add New Application into Okta
    • In General Settings, enter the app name and click on Next.
      • SAML Single Sign On (SSO) using Okta Identity Provider, Okta SSO Login,Create New SAML 2.0 Application
    • Set up SAML parameters in the Configure SAML tab. You will find all the required information inside the SP Information tab of your plugin. The table below will help you map the right data to the fields.
      • Single Sign On URL Enter ACS (Assertion Consumer Service) URL from the Service Provider info tab of the plugin.
      Audience URI (SP Entity ID) Enter SP Entity ID/Issuer from the Service Provider info (or SP Information) tab of the module.
      Default Relay State Enter Relay State from the Service Provider info tab of the module.
      Name ID Format Select EmailAddress as the Name ID Format from the dropdown list.
      Application Username Set Application Username to Okta username.
      SAML Single Sign On (SSO) using Okta Identity Provider,Okta SSO Login, Attribute And Group Mapping
    • Next, scroll down inside the Configure SAML tab and fill out Attribute Statements and Group Attribute Statements (this step is optional).
      • SAML Single Sign On (SSO) using Okta Identity Provider,Okta SSO Login, Attribute And Group Mapping
    • Here’s how you can populate these fields:

        • a.   For Name, enter "firstName" and select user.firstName from the value dropdown.


        b.   For Name, enter "lastName" and select user.lastName from the value dropdown.


        c.   For Name, enter "Email" and select user.email from the value dropdown.


        d.   Under Group Attribute Statements, enter "groups" for Name and select Matches regex from the Filter dropdown and enter ".*" in the adjacent textbox.


SAML Single Sign On (SSO) using Okta Identity Provider, Okta SSO Login, 1.2: Assigning Groups/People

  • After creating and configuring the app, you will be redirected to the Assignment Tab in Okta.
    • SAML Single Sign On (SSO) using Okta Identity Provider,Okta SSO Login, Attribute And Group Mapping
  • Here, select the people and groups that you want to be able to log in through the app. You can do this by clicking Assign and selecting Assign to People to give access to specific people.
    • SAML Single Sign On (SSO) using Okta Identity Provider,Okta SSO Login, Assign App to People and Groups
  • You can also select Assign to Groups to give access to a specific group.
    • SAML Single Sign On (SSO) using Okta Identity Provider,Okta SSO Login, Attribute And Group Mapping
  • Once you’re done assigning people and groups to your app, go to the Sign On tab.
  • Here, click on View Setup Instructions to get the SAML Login URL (Single Sign on URL), Single Logout URL, IDP Entity ID, and X.509 Certificate. You will need these to configure the Service Provider.
    • SAML Single Sign On (SSO) using Okta Identity Provider, Okta SSO Login,IDP Metadata Link

SAML Single Sign On (SSO) using Okta Identity Provider, Okta SSO Login, 1.3: Fetching Metadata URL

    One important component you’ll require while setting up your service provider is the metadata URL of your Identity Provider.

    You can follow these steps to find the metadata URL for your Okta Application:

    • Log into your Okta Admin Console
    • Navigate to Applications → [Your Application Name] → Sign On
    • You will find the metadata URL under the Metadata details section.
      • SAML Single Sign On (SSO) using Okta Identity Provider,Okta SSO Login, Assign App to People and Groups
    • You can either leave this window open in another tab or copy and paste the URL to a note while setting up the service provider.