Skip to content

Creating an Okta Application

If you are using SAML login connected to Okta for authentication, you need to first create a dedicated application in Okta.

  1. Complete the following steps to create an Okta application:

    1. Open the Create a new Application dialog.
    2. Log into Okta.
    3. Select Applications to open the Applications screen.
    4. Select Add Application.
    5. Select Create New App.
    6. In the Platform, select Web and in the Sign-on method, select SAML 2.0.
    7. Select Create.

  2. Fill in the Configuration Fields:

    1. General Settings:

      • Application name: Enter any name for your application.
      • Select Next.

    2. Configure SAML:

      • Single sign on URL: http://[SERVER_NAME]/siqapi/login/AssertionConsumerService where SERVER_NAME is the VM where the website is installed.

    3. Audience URI (SP Entity ID): Enter the name of the application. This will be used later during the installation of File Access Manager with the SAML option.

      Important

      Additional settings can be found under the Show Advanced Settings link. These settings should not be changed. If they are changed, they must also be updated in the File Access Manager installation with the SAML option.

    4. Feedback:

      • Are you a customer or partner?: Select I'm an Okta customer adding an internal app.

  3. Select Finish.

    The application has been successfully created.

  4. Select Identity Provider metadata.

  5. Copy the URL of the opened page. This will be used later during the installation of File Access Manager with the SAML option.

Adding Users to the Application

  1. Select the Assignments tab.
  2. Navigate to Assign > Assign to People.
  3. Select Assign next to the displayed user.
  4. Select Save to go back.
  5. The user is now selected as Assigned.
  6. Select Done.
  7. The user is now displayed in the Application list.

Adding Additional Users

Additional users or groups can be added through:

  • Directory > People > Add Person
  • Directory > Groups > Add Group

Important

The user email entered should be an actual email as it is part of the account activation process.

Assigning Applications to Users

  1. Navigate to Applications > Applications and select Assign Applications.
  2. Select the applications and users you want to assign.
  3. Select Next.
  4. Select Confirm Assignment.
  5. Navigate to Applications > Applications and select the Existing Application.
  6. The Assignments tab is selected, verify that all assigned users are displayed in the grid.

The Okta application is now set, and the following data will be needed during the installation of the File Access Manager with the SAML 2.0 version:

  • The name of the created Okta application (e.g., FAM_SAML_LogIn).

    Note

    This string is case-sensitive in the installation process of File Access Manager.

  • The URL to the Metadata mentioned above.

When installing File Access Manager, ensure you follow the sections related to SAML login installation.