External IdP Configuration - Okta SAML2

This article provides detailed instructions on configuring Okta as an External Identity Provider (IdP) using SAML2. Readers will gain a comprehensive understanding of the setup process and how to integrate Okta seamlessly with their organization's systems.

Last published at: August 13th, 2024

 

Create a new app integration

  • Click Applications on the left side of the navigation section.
  • Click Applications 
  • Click Create App Integration
  • On the Create a new app integration page
    • Select Sign-in method SAML 2.0
    • Click Next button
    • Enter the App name as OpenMethods-SAML2 ( a suggestion )
    • Click Next button
  • SAML Settings page will open.
  • Single sign-on URL
  • Audience URI (SP Entity ID)
    • Enter OM_WEB_APP_CORE
    • This value will be used as Issuer in the Provider Configuration in the Experience Designer.
  • Leave other fields as it is.
  • Attribute Statements
    • Add the following attribute Name and Value mapping.
      • Email - user.email
      • first name - user.firstName
      • lastname - user.lastName
    • Click Next button
  • Select Customer or Partner
  • Click Save button

Copy the Metadata URL

  • Select the Application name OpenMethods-SAML2 
  • Click Sign On
  • The metadata URL is available under Metadata details under the section SAML 2.0
  • Click the Copy link to copy it into the clipboard.

Assignments

  • Create a new Group
  • Click Directory, then Groups
  • Click the Add Group button
  • Enter Name - OpenMethods-User ( a suggestion )

 

  • Assign people to the groups.
    • Click the group name from the group list
    • Click the Assign People button
    • Select the people from the list, by clicking the + sign, and they should be added to the selected Group.
       

 

  • Assign the Group
    • Goto Applications and Select the Application name 
    • Click Assignments
    • Select Group from the Assign dropdown
    • Click Assign to Groups
    • Click Assign next to the OpenMethods-Users Group
    • Click the Done button.

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