Configure SAML for Okta

Introduction

This guide walks you through setting up SAML authentication for Okta in DvSum. By following these steps, you will enable Single Sign-On (SSO), allowing users to log in securely using their corporate credentials.

Prerequisites

Before you begin, ensure the following:

• You have admin access to your Okta account.
• You have a DvSum Owner account with access to Manage Account > SSO settings.
• You have an SP Metadata File from DvSum (will be downloaded during setup).

Please use the following steps to configure SAML integration for your Okta application.

SAML Configuration Steps:

Step 1: Configuring Okta

1.1 Create a SAML App in Okta

1. Log in to your Okta admin account.
2. In the menu bar, go to Applications > Add Application.
3. Click Create App Integration.
4. For the Sign-on method, select SAML 2.0 and click Next.
5. Enter an app name (e.g., "DvSum SSO") and click Next.

1.2 Configure SAML Settings in Okta

1. Log in to DvSum from your Owner account.
   • Go to Manage Account > SSO tab.
   • Click Add IdP.
   • Download the SP Metadata File.
   • Open the XML file in Notepad.
2. Extract and enter required values in Okta:
   • Copy the Location value inside the <AssertionConsumerService> tag from XML.
     • Paste it into a Single Sign-On URL in Okta.
   • Copy the entityID value from XML.
     • Paste it into Audience URI (SP Entity ID) in Okta.
   • Set Name ID Format to EmailAddress.
   • Set Application Username to Email.
3. Under Attribute Statements (Optional), add a statement:
   • Name: http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress
   • Name Format: Basic
   • Value: user.email
4. Leave other settings as default and click Next.
5. Choose a feedback response for Okta Support and click Finish.

Step 2: Retrieve Identity Provider Metadata

1. In Okta, go to Applications > Select your created app.
2. Open the Sign-On tab.
3. Find the Identity Provider Metadata hyperlink.
4. Right-click the link and Copy the URL.
   • This will be used as the IdP metadata when adding the IdP in DvSum.

Step 3: Setting Up SAML in DvSum

1. Log in to DvSum with an Owner account.
2. Go to Manage Account > SSO tab.
3. Click Add IdP and enter the required details:
   • Provider Name: A unique name for the IdP.
   • Identifier: Your company's domain (e.g., mycompany.com).
   • IdP Metadata: Paste the metadata URL copied from Okta.
4. Click Save.

Step 4: Enable & Test SSO in DvSum

1. Enable SSO in DvSum.
2. Try logging in with your corporate email address.

Step 5: Assign Users to Okta Application

1. In Okta, go to the Assignments tab.
2. Click Assign to People.
3. Click Assign next to the user you want to add.
   • If this is a new account, assign yourself (admin).
4. (Optional) Set a custom User Name, or leave it as the email address.
5. Click Save and Go Back → Done.

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