Step 1: Choose to create an app integration in the applications dashboard #
Navigate to the Applications dashboard of the Okta admin console. Click Create App Integration.
Step 2: Choose SAML 2.0 in the app integration dialog #
Happl supports the SAML 2.0 SSO protocol. Choose it from the Create a new app integration dialog.
Step 3: Fill out general settings #
The information you enter here is for visibility into your Okta applications menu. You can choose any values you like. Happl as a name works well for most use cases.
Step 4: Fill out SAML settings #
These settings let Happl use SAML 2.0 properly with your Okta application. Make sure you enter this information exactly as shown on in this table and screenshot.
| SettingValue |
Single sign-on URL | |
Use this for Recipient URL and Destination URL | ✔ |
Audience URI (SP Entity ID) | |
Default | |
Name ID format |
|
Application username | |
Update application username on | Create and update |
Step 5: Fill out attribute statements #
Attribute Statements allow Happl to get information about your Okta users on each login.
A email to user.email statement is required. Other mappings shown below are optional and configurable depending on your Okta setup. If in doubt, replicate the same config as shown.
Please share any changes, if any, from this screen with your Happl support contact.
Step 6: Obtain IdP metadata URL #
Happl needs to finalize enabling single sign-on with your Okta application.
To do this scroll down to the SAML Signing Certificates section on the Sign On tab of the Happl application. Pick the the SHA-2 row with an Active status. Click on the Actions dropdown button and then on the View IdP Metadata.
This will open up the SAML 2.0 Metadata XML file in a new tab in your browser. Copy this URL and send it to your support contact and await further instructions. If you're not clear who to send this link to or need further assistance, contact Happl support.
The link usually has this structure: https://<okta-org>.okta.com/apps/<app-id>/sso/saml/metadata
Step 7: Wait for confirmation #
Once you’ve configured the Okta app as shown above, make sure you send the metadata URL and information regarding the attribute statements (if any changes are applicable) to your support contact at Happl.
Wait for confirmation that this information has successfully been added to Happl. It usually takes us 1 business day to configure this information for you.