Configure Okta for User Provisioning

This tutorial helps to understand how to configure Okta as an enterprise connection on the Unifyia platform for managing user provisioning. Follow the below steps.

  1. Log in to the Unifyia platform.
  2. Navigate to Integrations > Data Sources> Enterprise Connection.
  3. Select +Add New.
  4. Under the Integrations tab, enter the following details:
    1. Name: Enter a name for this enterprise connection, for example, Okta Integration
    2. Description: Provide a brief description of this connection.
    3. Domain URL: Enter the base URL of the Okta APIs, for example, https://utopia.okta.com
    4. Token URL: Enter the Okta's token URL that you will use for authentication purposes, for example, https://utopia.okta.com/oauth2/v1/token
    5. Client Authentication Method: From the drop-down list, select JWT signed with private key.
    6. NOTE
      Selecting JSON Web Token (JWT) signed with private key entails receiving a payload containing an algorithm, several claims, and a signature that utilizes either a public or private key. This provision is made to guarantee the integrity and authenticity of the token.
    7. Client ID: Enter the client ID provided by Okta.
    8. Client Secret: Enter the client secret provided by Okta. (Not required if you choose the client authentication method as JWT signed with private key).
    9. Scopes: Enter the scope values as required by Okta.
    10. Select Save.
  5. Navigate to the Groups
    1. From the drop-down list, choose the appropriate Group(s). Assigning groups to this enterprise connection application facilitates the users to be provisioned to the corresponding applications.
    2. Select Save.
  6. Navigate to the Unifyia to Okta Configure the following settings:
    1. Enable Provisioning from Unifyia to Okta: Enable this option to sync the user provisioning details (created/updated/activated/deactivated) from Unifyia to Okta.
    2. Schedule User Provisioning: Define the time interval for syncing the latest provisioning details.
    3. Select Save.
  7. Navigate to the Okta to Unifyia Configure the following settings:
    1. Enable user provisioning from Okta to Unifyia: Enable this option to sync the user provisioning details (created/updated/activated/deactivated) from Okta to Unifyia. If the user is already present in Unifyia, the enterprise user account will be automatically linked to the existing user.
    2. Schedule User Provisioning: Define the time interval for syncing the latest provisioning details.
    3. Okta Groups: Select the Okta Groups from which the users need to be imported.
    4. Batch Size: Define the number of user records to fetch from Okta in one transaction.
    5. Select Save.

You have now completed the configuration to establish an enterprise connection with Okta for user provisioning.