Okta User Load package

The Okta User Load package includes the following component:

• Integration: This integration enables the loading of users from Okta into Oomnitza. When you execute the integration, the users are imported and can be found on the People page as well as in the Users page in Software > SaaS > Okta.

Contents

1. Applying the package
2. Package contents
3. Migrating the package from development to production
4. Configuring the package

Applying the package

To apply the package, complete the following steps:

1. Click Configuration > Store.
2. Locate the package and click Apply.
3. Click Yes to apply the package.

Result: 
The package is added to the list in Configuration > Migrations > Packages

Package contents

The following items are in the package:

• Integration
  • Okta Users Load
• Data Model fields
  
  • Okta Entity
  • Okta ID
  • Okta Last Login
  • Okta Status
  • Okta User Type
  • Okta Created Date
  • Last Connector Change Date
  • Okta Date Activated
• Credentials
  • Okta Users Load
• Global Setting
  
  • Okta.Subdomain
• Roles
  • Users Integration User
• Saved Searches
  • Okta: Active Users
  • Okta: All Users
  • Okta: Deprovisioned Users
  • Okta: Last Login Previous Month
• Dashboards
  • Okta Dashboard
• Web Screen Design
  • Okta Details

Migrating the package from development to production

If you have a development and production instance, you can migrate the package contents to your production instance by following the steps below. However, if you have a stand-alone instance or prefer to test the package in your development environment before deploying it to production, proceed to Configuring the package.

To migrate your package from development to production, complete the steps below. 

• Submit a request to Oomnitza Support to enable the migration from the development instance
• Ensure that the development and the production instances are identical
• Create an API key for the migration in your production instance
• Add the production instance and the credential name as global settings in the development instance
• Ensure that the development and production instances have the same version
• Disable configuration changes in the production  instance

Refer to Planning the migration for detailed steps.

Performing the migration

To perform the migration from development to production, complete the following steps:

1. In the development instance, click Configuration > Migrations > Migrate.
2. Click PERFORM MIGRATION.
3. As migration type, select Package.
4. Select the package.
5. Click NEXT and then click MIGRATE.

Tip
If your migration fails due to missing package contents, such as a data model field or saved search, migrate the object as a standalone object and then attempt the migration again. 

Configuring the package

Find your package in Configuration > Migrations > Packages and click View in the Migrations page to update the following details:

Credentials 

Update the credentials that you created for Okta by supplying your Okta API key in the Authorization tab.

You can create this API token by navigating to Security >API > Tokens > Create Token in Okta. When entering the value in Oomnitza, you need to prefix the API token with theSSWSidentifier, which specifies the proprietary authentication scheme that Okta uses. For example,SSWS aefgd-adw3n-jknadd78l1kjndc.

For further information, refer to the Okta Documentation. 

Note
The API Token that you generated must have, at least, read access to users in Okta.

Global Setting

Edit the global setting Ooomnitza.Subdomain and enter your subdomain as the value. Refer to the table for additional information.

Okta Instance URL	Subdomain
https://MyCompanyName.okta.com	MyCompanyName.okta
https://MyCompanyName.oktapreview.com	MyCompanyName.oktapreview

Integration

You must update the integration details sections. 

In the Integration details section, you might want to change the value selected for Integration preferences. If this is the first time that you have run the integration, select Create & Update.  And, don't forget that you can add rules to exclude the user records that you don't want to monitor such as system users and bots. Just click Edit Integration in the Mapping details section and add your rules. 

Add fields to the People view

New fields that are ingested by Oomnitza may not be automatically listed on the People page.

Add new fields

1. Click People.
2. Click Add.
3. Click the Actions menu .
4. Click Screen Builder
5. Click + Add Fields.
6. Select the fields that you want to add and click ADD.
7. Click Save
8. Click List View preferences .
9. Select the fields.

Tip
If you want to add multiple new fields that are related, create a group in the screen builder and add the fields to the group. For further information see Creating Field Groups.

Related articles

For information on how to add your credentials to Oomnitza, and run the integration and workflows see Okta