SSO using OKTA

Configuring Zetaris

1. Log into your Zetaris instance

2. In Schema Store Tab, Run the following command within the SQL Editor, replacing <your UID> with your organisation i.e: Zetaris

   UPDATE SSO WITH (
   uid "<your UID>",
   type_selected "SAML2"
   )

Configuring Okta

1. Sign into OKTA
   

2. Go to Admin>Applications>Create App Integration

3. Select SAML2.0 then select next
   

4. Create an application name
   

5. Click Next.

6. Provide the following inputs:

   1. Single Sign on URL: eg. https://ui.test.zetaris.com/lightning-gui/?uid=zetaris

      1. Ensure the following checkbox is checked

         1. Use this for Recipient URL and Destination URL

   2. Audience URI (SP Entity ID): urn:mace:saml:zetaris.com

   3. Name ID Format: Email address

   4. Application Username: Okta username

   5. Update application username on: Create and update
      

       

7. Click Next.

8. Select option: I’m an Okta customer adding an internal app.

   1. The questions provided are optional

      

9. Click Finish

10. Once created, you will see the following newly created application within the applications list

    

11. Select the newly created application then select Sign On tab

12. Scroll down to the SAML Signing Certificates section

13. Click View SAML setup instructions

    

14. Scroll down to the bottom of the screen and copy the IDP Metadata

    

15. Log into your Zetaris instance (without uid) e.g. ui.trial.zetaris.com

16. Run the following command replacing the placeholder with the copied IDP Metadata from step 14

    UPDATE SAML2 WITH (
      idp '<IDP>' 
    );
    

    Example:

    

17. Use the URL you decided in step 6.a to login via OKTA
    example: https://ui.zetaris.com/?uid=zetaris