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Setting up Single Sign-On with Okta
Setting up Single Sign-On with Okta
Bobby Isac avatar
Written by Bobby Isac
Updated over 2 months ago

This document serves as a comprehensive guide for configuring SAML Single Sign-On (SSO) with Okta for your Docket application. The guide will also cover the steps to set up a user deactivation hook to automate account deactivation within Docket.

Prerequisites:

Before you begin, ensure the following:

  • You have admin-level access to both Okta and Docket.

  • Access to the Okta admin console.

Features:

  • Easily provision Docket Account with Okta.

  • By adding Docket to a group in Okta, anyone belonging to that group can sign in to Docket.

1. Setting up SAML SSO with Okta:

To implement SAML-based SSO between Okta and the Docket app, follow these steps to establish the authentication handshake.

Step 1: Get Docket app from OIN Catalog

  1. Log into your Okta admin console.

  2. Navigate to Applications > Applications.

  3. Click on Browse App Catalog

Step 2: Search for Docket app and click on add integration

Step 3: Save SAML Configuration

  1. Review the settings and click Finish.

  2. Copy the Sign-On URL, Issuer URL, and Certificate from Okta’s Sign-On tab. You will need these in the next step.

Additionally following SAML attributes are supported in the following format

2. Configuring SAML Settings in Docket

Now that you've set up SAML in Okta, configure it in Docket.

  1. Log in to your Docket admin panel.

  2. Navigate to Settings > SSO Configuration.

  3. Enter the following details copied from Okta:

    • Sign-On URL

    • Issuer

    • Certificate

  4. Click Save to finalize the SSO setup.

SP Initiated SSO

For SP Initiated SSO head to the DocketAI login page https://app.docketai.com and click on sign in with SAML SSO, put your email and you will be redirected to respective okta login page

User Deactivation Hook Setup

To automate user deactivation in Docket when users are deactivated in Okta, configure a deactivation event hook.

Step 1: Access Event Hooks in Okta

  1. Log in to your Okta admin console.

  2. Navigate to Workflow > Event Hooks.

  3. Click Create Event Hook.

Step 2: Configure Event Hook

  1. In the Event Hook form, provide the following details:

    • Name: e.g., Docket User Deactivation Hook

    • URL: Provide the URL from the Docket platform for user deactivation events.

    • Authentication: Configure the necessary authentication (such as headers) to allow Okta to communicate with Docket.

  2. Select the User Deactivation event as the trigger.

Step 3: Save and Activate Hook

  1. After completing the form, click Save.

  2. Activate the hook, and Okta will now automatically trigger deactivations within Docket based on user status changes in Okta.

Conclusion:

By following the steps above, you can successfully configure SAML-based SSO with Okta and Docket, enabling secure and seamless authentication for your users. Additionally, the automated user deactivation hook ensures that user account management remains efficient.

For further assistance or troubleshooting, please contact our support team at [email protected].

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