In this tutorial, we will learn how to integrate Applivery with your Okta Users Directory through SAML. Please follow carefully the next steps:
Step 1 - Get the Service Provider information from Applivery
The usage of custom domains will modify certain configurations of this step (callback domain name for instance) so if you plan to use this feature, make sure you have already configured custom domains before starting with this step.
Go to your Organization Settings and scroll down until Login providers section. Now click the gear icon beside the SAML row depending on whether you want to configure it for the Dashboard or for the App Store.
- Single Sign On URL:
- App Store:
- Audience URI (SP Entity ID):
Step 2 - Configure your Okta Identity Provider
Now that you have your Service Provider information, it’s time to configure it in your IdP. For this example we will use Okta platform that allows you to configure any Service Provider supporting SAML 2.0
Step 2.1 - Login into Okta Admin Portal and create an App
Login into your Okta Portal and go to Applications. Then click + Add Application green button at the top of the page and then choose Create new app and choose SAML 2.0.
Step 2.2 - Configure SAML
Give a name to your new App and optionally upload the Applivery logo to easily identify it. Then click Next.
In the next screen fill out the Single sign on URL and Audience URI with the values mentioned above. Additionally select Name ID format = EmailAddress and Application username = Email. Leave the rest of the fields with the default values.
Note that in OKTA you must place the "Callback URL" in the Single sign on URL.
- Name format: URI Reference
- Filter: User your preferred configuration based on your needs. For instance, you can choose “Start with” and type something that will be used as a prefix so that all groups matching that prefix in your Okta Directory will be sent to Applivery or choose “Matches regex” and type
.*to always send all groups or define any other regular expression.
Once configured, click Next.
Step 2.3 - Download Federation Metadata XML file from Okta
In the next screen select “I’m an Okta customer adding an internal App” and click Finish.
You will be redirected to the Sign On screen where you will be able to download the Federation Metadata XML under the link Identity Provider Metadata. Click the link and save the XML file.
Go back to Applivery Dashboard > SAML Provider screen (same as in Step 1 of this tutorial) and upload the Federation Metadata XML file under the Step 2. Then click Save changes.
Once saved, use the switch button to enable your new SAML integration in your organization.
Step 3 - Test it out
And that’s it! Now that you have both ends (Okta & Applivery) connected, you can Add some authorized users to Okta (going to Directory > People), making sure you add this new Okta App to each of the.) Then navigate to your App Store URL or Dashboard Login Screen (https://dashboard.applivery.io/welcome/sso) and try to login with an authorized user.