User and Group Sync for Okta

User and Group Sync for Okta

User Sync & Group Sync app syncs user and group information from Okta to Jira, Confluence and Bitbucket. Users, groups and directory details can by synced user group attributes. Sync can be performed manually, scheduled to run after set time intervals, or during user login. This way the administrator only needs to manage user accounts in Okta. This reduces the administration time required to create users and groups in Atlassian modules such as Jira, Confluence and Bitbucket.

Download and Installation

  • Log into your atlassian instance as admin.
  • Navigate to the settings menu and Click Manage Apps.
  • Click on Find new apps.
  • Locate miniOrange User and Group Sync app.
  • Click Try free to begin a new trial or Buy now to purchase a license.
  • Enter your information and click Generate license when redirected to MyAtlassian.
  • Click Apply license.

1: Setup Okta

  • First of all, go to https://www.okta.com/login/ and login to your Okta organisation as a user with administrator privileges.
  • Click on admin blue button and this will redirect you to admin console.
  • okta-admin-button
  • Go to Security from the Left Menu and select API. Now go to the Tokens tab and click on Create Token button.
  • okta-tokens
  • Enter the token name and click on Create Token Button.
  • okta-create-token
  • Now, Copy token value and keep it handly this will be required while setting up app in Atlassian module.
  • okta-user-sync-copyToken
  • Also , Copy Okta domain URL, Your Okta domain will look like https://example.oktapreview.com, https://example.okta.com, https://example.okta-emea.com.
  • Okta app based sync(optional feature)
    In okta admin console,
    1. go to Applications
    2. choose your app to sync from
    3. okta-choose-app-to-sync
    4. get the okta App Id from url:
    5. okta-app-id

2: Setup User Sync & Group Sync app

  • Open User Provisioning/Sync for Jira plugin configuration. Go to the Configuration tab. Select Okta from the options.
  • user-provisioning-select-provider
  • Select REST API Setup.
  • user-provisioning-select-setup-option
  • Fill in values according to the table below.

  • App Name Enter unique name which you can identify in applist after configuration
    Okta Domain URL Enter Okta Domain URL. Your Okta domain url looks like example.oktapreview.com
    Okta API Enter the Okta API. You will find it from Okta Admin Dashboard->Security->API->Tokens.In case you haven't created, Click on the Create to generate a new Token for Provisioning.
    Okta App ID Enter the app id of the app you have created inside okta.
    Set Scheduler Time Interval To synchronize user and group information, choose the scheduler time interval.

    okta-connector-configuration
  • Click on Save Settings.

3: LDAP Sync Settings

  • The miniOrange user sync app now provides support for LDAP Sync. Follow the instructions to configure the LDAP directory. By configuring the LDAP directory, you can synchronize all attributes from your LDAP directory and choose the attributes you wish to include in Jira.
  • LDAP sync in user and gruop provisioning in Jira, Confluence, Bitbucket User Sync
  • Once you have successfully configured the LDAP directory in Jira/Confluence, you can test the specific user’s attributes by using the Test Sync button.
  • LDAP sync configuration in user and gruop provisioning in Jira, Confluence, Bitbucket User Sync
  • To test your configuration, enter an username(sAMAccountName) from your directory's user data and click on the Search User button. You will then be able to view the details of the searched user.
  • LDAP sync test in user and gruop provisioning in Jira, Confluence, Bitbucket User Sync

4: User Sync Settings

  • Select the User Sync Settings tab from the left sidebar. Here you can configure different settings about user creation and updation.
  • users-settings-jira
  • Directory Operation:
    1. Click on the Directory Operation button in user sync settings, one can create a new directory, disable existing directory or delete the directory as well.
    2. directory-operations-jira
  • Default Project Lead and Default Component Lead:
    1. The user which is added here in Default Project Lead will replace deactivated project lead.
    2. The user which is added here in Default Component Lead will replace deactivated component lead.
    3. default-project-component-lead
  • Attribute mapping enables you to map your attributes sourced from the IDP to Jira attributes. Through this section you can map your jira attributes to the attributes coming from IDP. By default, username attribute corresponds to the username/userPrincipalName attribute, email corresponds to the email/mail attribute, and displayName corresponds to the full name attribute. However, if you want to map these jira attributes with other attributes coming from IDP, you can use this feature to change the attribute mapping configurations.
  • attribute-mappings
  • User sync also supports mapping of custom attributes. Here, you can create custom attributes and automatically assign values to them from the IDP (Identity Provider). Select the desired attributes from the IDP that you want to display in Jira and provide a name for the custom attributes to be shown in Jira.
  • custom-attribute-mapping

5: Group Sync Settings

  • Select the Group Sync Settings tab from the left sidebar. Here you can configure different settings about group creation and group mapping.
  • group-settings-jira
  • Here you can configure Default groups for new and all users.
  • You can set Manual Group Mapping or On-The Fly Group Mapping.

bullet 5.1 Manual Group Mapping

  • Here you can manually map Jira groups with the groups from IDP.
  • You can also configure to import IDP groups, filter groups and whether to keep existing users or not.
  • manual-group-mapping-jira

bullet 5.2 On-The Fly Group Mapping

  • Here users will be assigned to groups in Jira whose group name is the same as groups from IDP. If the group doesn't exist in Jira then it will be created.
  • You can configure to keep the existing user groups, filter groups and apply regular expressions on the groups.
  • on-the-fly-group-mapping-jira

6: Synchronization Process

  • To perform user sync, click on the Synchronize option of your newly created app.
  • When the synchronization is complete, you will be able to view newly created and updated user information in Jira's User Management section.
  • synchronization-process

7: Multiple IDPs Settings

  • The plugin allows for configuring SCIM provisioning on your Jira to accommodate your specific use case. To add another IDP, simply navigate to the "Configured IDPs" section. Select on Add new App to configure multiple provisioning connections.
  • multiple-idps-jira

8: Sync History

  • When the synchronization is complete, you will see the logs under the 'Sync History' button. Here, you can select your specific application to view the logs.
  • sync-history-button-jira sync-history-jira

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