Single Sign-On via Okta

note

This article is relevant to Creatio version 8.0.3 and later.

You can integrate Creatio with Okta to manage single sign-on for all Creatio users that work in the corporate network.

Important

The example uses the https://site01.creatio.com/Demo_161215/ Creatio URL. Replace this URL with the corresponding URL of your website when you perform the actual setup.

In general, the following steps are required to set up Single Sign-On in Creatio:

1. Download the file that contains the integration metadata. Read more >>>
2. Perform the setup in Okta. Read more >>>
3. Perform the setup in Creatio. Read more >>>

Download the metadata

1. Click the button to open the System Designer.
2. Click Single Sign On configuration.
3. Click . This opens a drop-down menu.
4. Select "Okta." This opens the setup page.
5. Click Get metadata.
6. Save the file to your local machine.

Perform the setup in Okta

1. Add a new SAML 2.0 app.

   Fig. 1 New SAML 2.0 app

   

2. Fill out the general parameters: app name, logo, and description. These parameters will be displayed to all users. Click Next.

   Fig. 2 The general parameters

   

3. Fill out the SSO parameters:

   1. Enter the URL of your Creatio website SSO in the Single sign on URL parameter. Use the following pattern: https://yoursite.com/ServiceModel/AuthService.svc/SsoLogin.

   2. Enter the URL of your Creatio website in the Audience URI (SP Entity ID) parameter. For example, https://site01.creatio.com/Demo_161215/.

   3. Select "Unspecified" in the Name ID Format parameter. This specifies the data type required to log in to your website.

   4. Select "Email" in the Application username parameter. This specifies the parameter required for Just-In-Time Provisioning to work correctly.

      Fig. 3 The SSO parameters

      

4. Fill out the advanced settings:

   1. Specify whether to sign queries for safe data transfer in the Response parameter. Select "Signed" for the production environment or "Unsigned" for the testing environment.
   2. Specify the security configuration type in the Assertion Signature parameter. Select "Signed" for the production environment or "Unsigned" for the testing environment.
   3. Set Enable Single Logout to turn on single sign-out for your Creatio website.

   Fig. 4 The advanced settings

   

5. Map the following fields for JIT Provisioning:

   1. Map Name to "name."
   2. Map Name format to "Basic."
   3. Map Value to "user.email."

   Fig. 5 Mapping fields

   

6. Download the Okta Certificate if you are going to use Signed Response, Assertion Signature, and Single Logout.

   Fig. 6 The Okta certificate download

   

Perform the setup in Creatio

Follow these steps to set up single sign-on in Creatio:

1. Click the button to open the System Designer.

2. Click Single Sign On configuration.

3. Click . This opens a drop-down menu.

4. Select "Azure AD." This opens the setup page.

5. Fill out the following parameters:

   1. Enter the unique identifier you got while setting up Okta in the IdP Issuer parameter.
   2. Enter the URL of the identity provider’s single sign-on in the SingleSignOnServiceUrl parameter. For Okta, this is usually https://okta.com/qmBNBnkAkopZXwJpjpu5/sso/saml.
   3. Enter the URL of the identity provider’s single sign-off in the SingleLogoutServiceUrl parameter. For Okta, this is usually https://test-site.okta.com/app/test-site_creatio_1/qmBNBnkAkopZXwJpjpu5/sso/saml.

6. Fill out the provider's name to display on the Creatio login page in the Display name field.

7. Save the changes.

8. Turn on Just-In-Time Provisioning (optional). This mechanism automatically creates the corresponding Creatio user account with proper data from the identity provider, such as user group, employee name, contact information, etc. To do this, select the Create and update users data when log in (Just-In-Time Provisioning) checkbox and map the fields.

   Fig. 7 Set up Just-In-Time Provisioning

   

9. Define your provider.

   For Creatio version 8.0.7 and later

   Specify the provider in the "Default SSO provider" system setting ("DefaultSsoProvider" code) and save the changes.

   For Creatio version 8.0.3 – 8.0.6

   Select your provider in the SSO identity provider field and save the changes.

10. Test whether the provider is working correctly (optional).

For Creatio version 8.0.7 and later

Open the provider page and click Test Sign In.

For Creatio version 8.0.3 – 8.0.6

Click Test (Fig. 8).

Fig. 8 Test the provider

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See also

Single Sign-On via a custom provider

Single Sign-On via AD FS