Okta

  • 14 April 2020
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Introduction to Okta

Okta is an identity and access management service for cloud-based SaaS applications. Heavily relied on by IT teams to help manage the permissions, onboarding/offboarding of employees, and many other security use cases of a companies entire tech stack.

 

Authentication

In order to use the features of Okta with Tonkean, you will need to connect the two systems together. You can do so by simply telling Tonkean what the URL to your Okta instance is, along with passing us an API key.

  1. Go to Data Sources
  2. Add Data Source
  3. Type “Okta” and select it and a window will popup
  4. Enter the Okta URL for the environment you want to connect. You’ll find this by logging into Okta and copying the subdomain part of the URL, i.e. https://dev-832298.okta.com/
  5. You need to create an API key from within Okta. Do this by going to the top menu and select API > Tokens. 
  6. Click on the Create Token button and name this something specific and related to Tonkean
  7. Copy the string of characters (don’t close this prematurely - you’ll only see this once!)
  8. Paste it into the Tonkean field “API Key” and click Ok.
Add Okta to Tonkean

 

Permissions

When connecting to Okta with a user’s account, it’s important to note that all of the permissions (creating records, editing, and read-only) are mimicked in Tonkean. Anything a user can update normally in Okta will be allowed to update in Tonkean. With this said, be sure that the account you connect represents all the necessary actions your automation needs while being mindful of not giving Tonkean more access to Okta than it needs.

 

Monitoring as a Data Source 

You can use Okta as the source that you want a Tonkean module to monitor. Instances can include “Every time a User Added To Sales Group” or “When New User Created” or any number of criteria that you’d eventually want to take action on. 

  1. When creating a module, select the “Data Source” from the “Start Here” option.
  2. Select the Entity you want to monitor. (i.e. Users, Groups)
  3. Choose if you want to monitor ALL records, or if you want to custom select which ones to monitor. Note: We recommend always using a custom filter to narrow down what you actually want to monitor. Use date/time filters as well to only bring up relevant and recent records (i.e. “Last Modified Date” in the last “30 days”, is a great filter to use)
  4. Click on Preview Items and ensure that the right records are being populated
  5. Click Save
Configure the items you want to be monitored

Your module is now syncing with Okta and pulling all the relevant items in your live report.


Using Okta as an Action

You have the ability to update and create new records in Okta based on any triggers within a Tonkean module. Simply select a new Action block and scrolling down to “Data Sources” and then finding the Okta logo will bring up your options.

Once selected, you’ll see all the native actions you can take, including:

Updating a User, Adding a User to a Group, or Deactivating a User

 

Any action that is not native can be done via the Custom Data Source Action. This is more advanced and requires the use of Okta’s API documentation. More information can be found in this article.

Note: If you want a new action as an option for Slack, please reach out to us directly (via the in-app chat to the right) and we will integrate it for you immediately.


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