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Configure SAML SSO with Okta

SAML Configuration

Kiplot supports Single Sign-On (SSO) using Okta as a SAML 2.0 Identity Provider (IdP).

Before starting the configuration, please contact your Kiplot Activation Lead. Kiplot will provide the Service Provider (SP) information required to configure the integration, including:

  • Single Sign-On URL / Assertion Consumer Service (ACS) URL

  • Audience URI / SP Entity ID

  • SAML Request Signature Verification certificate


1. Create a new application in Okta

Log in to the Okta Admin Console and navigate to:

Applications โ†’ Applications โ†’ Create App Integration

Select SAML 2.0 as the sign-in method and click Next. This is the standard Okta process for creating a custom SAML integration.

Enter Kiplot as the application name and continue to the SAML configuration.


2. Configure the SAML settings

Under SAML Settings, populate the following fields using the information provided by Kiplot:

Okta setting

Configuration

Single sign-on URL

Use the Single Sign-On / ACS URL provided by Kiplot

Use this for Recipient URL and Destination URL

Enabled

Audience URI (SP Entity ID)

Use the Entity ID provided by Kiplot

Default RelayState

Leave blank

Name ID format

Persistent

Application username

Email

Update application username on

Create and update

3. Configure Advanced Settings

Expand Advanced Settings and configure the following:

Setting

Value

Response

Signed

Assertion Signature

Signed

Signature Algorithm

RSA-SHA256

Digest Algorithm

SHA256

Assertion Encryption

Unencrypted

Enable Single Logout

Disabled

Signed Requests

Enabled

Assertion Inline Hook

None (disabled)

Authentication context class

PasswordProtectedTransport

Honor Force Authentication

Yes

SAML Issuer ID

Leave as the Okta default

Under Signature Certificate, upload the .cer certificate provided by Kiplot. This certificate is also included in the metadata XML file.

Ensure Validate SAML requests with signature certificates is selected.

Note: Assertion encryption is optional. Kiplot supports token encryption if required by your organisation's security policies.


4. Configure attribute statements

Kiplot requires the user's email address, first name and surname to be provided in the SAML assertion.

Configure the following Attribute Statements:

Name

Name format

Value

emailaddress

Unspecified

user.email

givenname

Unspecified

user.firstName

surname

Unspecified

user.lastName

name

Unspecified

user.email

The user's email address is used to identify their Kiplot account. When a permitted user accesses Kiplot for the first time, their account is created using Just-In-Time (JIT) provisioning.


5. Complete the Okta application

Click Next.

When prompted for information about the application, select:

โ€˜I'm an Okta customer adding an internal appโ€™

and indicate that the application is an internal application.

Click Finish to create the integration. Okta's current App Integration Wizard uses this flow for private SAML applications that are not being submitted to the Okta Integration Network.


6. Provide the Okta metadata to Kiplot

Once the application has been created:

  1. Open the Sign On tab for the Kiplot application.

  2. Locate Metadata details.

  3. Copy the Metadata URL.

  4. Share the Metadata URL with your Kiplot Activation Lead.

The URL will look similar to:

https://{your-okta-domain}/app/{application-id}/sso/saml/metadata

This metadata allows Kiplot to configure Okta as the Identity Provider and contains the information required to establish trust with your Okta environment. Okta makes this available from the application's Sign On configuration.


7. Assign users to Kiplot in Okta

This step is completed within Okta and may differ depending on your organizationโ€™s internal access policies.

Within the Kiplot application in Okta, open the Assignments tab.

Assign the appropriate users or groups who should be permitted to access Kiplot.

Only users assigned to the Kiplot application will be able to authenticate through the integration.

8. Test the integration

Once the Metadata URL has been provided, Kiplot will complete the configuration on our side.

Please provide details of at least one test user who:

  • Has been assigned to the Kiplot application in Okta

  • Has a valid email address, first name and surname in Okta

  • Is permitted to access the Kiplot environment

Kiplot will confirm when the SSO configuration is ready for testing.