Create app integration

Configure Okta on a system before you import users and perform other setup tasks. Create SAML integration in Okta and set the advanced settings and attributes.

Prerequisites

When you import users, ensure that they have a matching user ID, email address, first name, and last name in both Automation 360 and Okta to log in after the SAML integration.

Procedure

  1. In Okta, navigate to Applications and click Create App Integration.
    app-integration
  2. Select the SAML 2.0 sign-in method and click Next.
  3. In the App name field, enter the name of the app and click Next.
    Provide the name of the app.
  4. Enter the Single sign-on URL.
    It is the Assertion URL on the Control Room in the <CRURL>/v2/authentication/saml/assertion format.
  5. Enter the Audience URI.
    This can be any word or phrase (no spaces). Make note of this term to use in the Control Room configuration.
  6. Click Show Advanced Settings.
  7. In the Advanced Settings section, select the Assertion Encryption as Encrypted.
  8. For Encryption Certificate, click Browse files and select the public key certificate that you generated.
    advanced-settings
  9. Scroll down to the Attribute Statements section and enter attributes, and then click Next.
    add-attributes
  10. Select the appropriate option to notify whether you are a customer or a vendor, and then click Finish.

    Edit SAML integration
  11. Scroll down and click View Setup Instructions.

    View setup instructions

    The Identity Provider metadata field at the bottom is used in the Control Room configuration.

Next steps

Assign application to user