NOTE

Okta SSO is available for both SaaS and dedicated cloud installations of Datafold.

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Create Okta App Integration

INFO

Creating an App Integration in Okta may require admin privileges.

Start the integration by creating a web app integration in Okta.

Next, log in to Okta interface and navigate to Applications and click Create App Integration.

Then, in the configuration form, select OpenId Connect (OIDC) and Web Application as the Application Type.

In the following section, you will set:

  • App integration name: A name to identify the integration. We suggest you use Datafold.
  • Grant type: Should be set to Authorization code automatically.
  • Sign-in redirect URI:

The redirect URL should be https://app.datafold.com/oauth/okta/client_id, where client_id is the Client ID of the configuration.

CAUTION You will be given the Client ID after saving the integration and need to come back to update the client ID afterwards.

  • Sign-out redirect URIs: Leave this empty.
  • Trusted Origins: Leave this empty too.
  • Assignments: Select Skip group assignment for now. Later you should assign the correct groups and users.
  • Click “Save” to create the app integration in Okta.

Once the save is successful, on the next screen, you’ll be presented with Client ID and Client Secret. We need these IDs to update the redirect URLs that Datafold needs. We’ll also apply the Client ID and Client Secret in the Datafold integration later.

  • Edit “General settings”
  • Scroll down to the Login section
  • Update the Sign-in redirect URI. See above for details.
  • Click “Save” to persist the changes.

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Set Up Okta-initiated login

TIP

Organization admins will always be able to log in with either password or Okta. Non-admin users will be required to log in through Okta once configured.

This step is optional and should be done at the discretion of the Okta administrator.

Users in your organization can log in to the application directly from the Okta end-user dashboard. To enable this feature, configure the integration as follows:

  1. Edit “General settings”
  2. Set Login initiated by to Either Okta or App.
  3. Set Application visibility to Display application icon to users.
  4. Set Login flow to Redirect to app to initiate login (OIDC Compliant).
  5. Set Initiate login URI:
  • https://app.datafold.com/login/sso/client-id?action=desired_action
  • Replace client-id with the Client ID of the configuration, and
  • Replace desired_action with signup if you enabled users auto-creation, or login otherwise.
  1. Click “Save” to persist the changes.

The Okta configuration is now complete.

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Configure Okta in Datafold

To finish the configuration, create an Okta integration in Datafold.

To complete the integration in Datafold, create a new integration by navigating to Settings → Integrations → SSO → Add new integration → Okta.

  • Paste in your Okta Client Id and Client Secret.
  • The Metadata Url of Okta OAuth server is https://<okta-server-name>/.well-known/openid-configuration, replace okta-server-name with the name of your Okta domain.
  • If you’d like to auto-create users in Datafold that are authorized in Okta, enable the Allow Okta to auto-create users in Organization switch.
  • Finally, click Save.

TIP

Users can either be explicitly invited in Datafold by an admin user, using the same email as used in Okta, or they can be auto-created. When the signup action is set in the login URI, authenticated users on Okta who have been assigned as a user in Okta of the Datafold application will then be able to login. If that user has not yet been invited, Datafold will then automatically create a user for them, since they’re already authenticated by the Okta server of your domain. The user will then receive an email to confirm their email address.

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Synchronize state with Datafold [Optional]

This step is essential if you want to ensure that users from your organization are automatically logged out when they are unassigned or deactivated in Okta.

  1. Navigate to Okta Admin panel → Workflow → Event Hooks
  2. Click Create Event Hook
  3. Set Name to Datafold
  4. Set URL to https://app.datafold.com/hooks/oauth/okta/<client-id>
  5. Set Authentication field to secret
  6. Go to Datafold and generate a secret token in Settings → Integrations → SSO → Okta. Click the Generate button, copy it by using the Copy button and click Save. Use the pasted code in the Authentication secret field in Okta.

CAUTION

Keep this secret token safe as you won’t be able to see after saving your Integration.

  1. In Subscribe to events add events: User suspended, User deactivated, Deactivate application, User unassigned from app
  2. Click Save & Continue

. On Verify Endpoint Ownership click Verify

  • If the verification is successful, you have completed the setup.

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Testing the Okta integration

  • Visit https://app.datafold.com
  • Type in your email and wait up to five seconds.
  • The Okta button should switch from disabled to enabled.
  • Click the Okta login button.
  • The browser should be redirected to your Okta domain, authenticate the user there and be redirected back to the Datafold application.

If this didn’t work, pay close attention to any error messages, or contact support@datafold.com.

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