Configure SAML with Okta as identity provider

  An administrator role is required. For information, see User roles.

Before you begin, read Configure single sign-on using SAML protocol.

Jump to: 

Verify your domain in your Nintex Automation Cloud tenant
  1. Sign in to Nintex Automation Cloud using an email address with administrator privileges.
  2. Click Settings.
  3. Click User management.
  4. In the Identity federation section, click Configure.

    5. Tip: The initial page in the setup wizard includes a warning message that lists the Nintex Automation Cloud tenants associated with the tenant you're going to configure with SAML. Click View more to see the list of tenants.

  5. Verify your domain using the verification code and adding a DNS record. For more information, see Verify a domain for SAML configuration.

    6. Caution: As part of the prerequisites to federation configuration, you must first verify ownership over a domain that you're going to use for SAML configuration. If you have not verified your domain, or if your DNS is still processing the verification, you can continue configuring SAML in Nintex Automation Cloud, but you cannot submit your SAML configuration.

Get the Identity Provider data from Nintex Automation Cloud

Note: Make sure your domain is verified and service provider details are updated. For more information about updating service provider details, see Upgrade identity federation.

  1. In the Verify Domain page of the setup wizard Nintex Automation Cloud, click Next.
  2. In the Configure Identity Provider page, select Okta as the identity provider.

    3. Additional fields appear for the following:

    • Audience URI (SP Entity ID)
    • Single sign on URL
    • Attribute Statements

    Note: You will later need to copy and insert these values in specific fields in Okta.

  3. Keep your Nintex Automation Cloud browser open and go to Okta.

Add Nintex Automation Cloud to Okta

Sign in to Okta as an administrator and complete the following steps:

  1. Add Nintex Automation Cloud as an application or service provider for SAML.
  2. Copy the Audience URI (SP Entity ID) and Single sign on URL values, and the attribute statements from Nintex Automation Cloud, and then paste them in the corresponding fields in Okta.

    3. Note: Map the three identity attributes: First name, Last name, and Email.

  3. Retrieve the SAML metadata URL or file. Copy the metadata URL, and paste it in the URL field of Nintex Automation Cloud's setup wizard.

Caution: After adding Nintex Automation Cloud as a SAML application to your identity provider, make sure that users exist in the directory of your identity provider. Depending on the identity provider, an empty directory may cause SAML configuration to fail. For information on how to manage user accounts, refer to your identity provider's documentation.

Complete the SAML configuration
Note: 
  • Make sure that you have provided the metadata URL or file in Nintex Automation Cloud's setup wizard.
  • Make sure that your domain is successfully verified.

Follow these steps to complete the SAML configuration:

  1. In the Connect page of the setup wizard in Nintex Automation Cloud, click Connect.

    2. Note: The Connect button is enabled only when your domain is successfully verified and you have provided the metadata URL or file.

    After connecting, your SAML configurations are checked. If successful, the setup wizard goes to the final page with the following information:

    Information Description
    Expiry date of certificate Date when your certificate expires.
    Recipient email address of the reminder for certificate expiry

    When your certificate is expiring soon, a reminder email will be sent to the recipient email address.

    Caution: You must renew the certificate before the expiry date.
    One-Time Password (OTP) URL

    The One-Time Password (OTP) URL is used for troubleshooting purposes when configuration fails and you are locked out of your tenant.

    Follow these steps to access your tenant when you cannot sign in due to a failed configuration of SAML:

    1. To copy the One-time password URL, click (Copy) next to the One-time password URL field.
    2. Open a new tab on your web browser, paste the copied URL and press ENTER.
    3. Enter your email address, and click Submit.

      4. For verification, a one-time password is sent to your email address. The one-time password expires after five minutes.

    4. Enter the one-time password you received, and click Sign in.

      5. You can access your Nintex Automation Cloud tenant and resume configuring your identity federation.
  1. Click Done.

    The Identity federation section now lists information about your SAML configuration such as provider, domain, person who completed the configuration, and the date of configuration.

Test your SAML connection

  1. Sign in to your Nintex Automation Cloud tenant.
  2. Click Sign in or press ENTER.

    3. You are taken to the login page of Okta.

  3. In Okta's login page, type your credentials, and then submit.

    4. If the SAML configuration is successful, you are granted access to the Nintex Automation Cloud tenant.

Page Section User interface element

Description
Identity provider type   Warning message

A warning message appears, listing the tenants that are associated with your tenant.

Enabling single sign-on in your tenant will also enable single sign-on in associated Nintex Automation Cloud tenants. For example, both sales-myorg.workflowcloud.com and hr-myorg.workflowcloud.com will be enabled with single sign-on if you configure SAML in either of them.
   

Select single sign-on (SSO) type

Select the means to enable SSO in your Nintex Automation Cloud tenant.
Verify Domain
(This page displays only when you select SAML for Single sign-on (SSO) type)		   DNS record

The code to use as a value in your DNS record. For the domain verification steps, see Verify a domain for SAML configuration.

Caution: As part of the prerequisites to federation configuration, you must first verify ownership over a domain that you're going to use for SAML configuration. If you have not verified your domain, or if your DNS is still processing the verification, you can continue configuring SAML in Nintex Automation Cloud, but you cannot submit your SAML configuration.
    (Copy) Click to copy the code.
Configure Identity Provider
(This page displays only when you select SAML for Single sign-on (SSO) type)		 Choose Identity Provider Identity provider

Displays the list of identity providers you can use for your tenant's identity federation.

  Service Provider data

 

(Appears after you select an identity provider)

In the context of our SAML configuration, the service provider is Nintex Automation Cloud. Depending on the identity provider you choose, the SAML terminologies displayed in this section correspond with what your identity provider uses.

  Generic term Terminologies used in identity providers
Okta PingOne OneLogin Google Suite Active Directory Federation Services

Azure Active Directory

 
Entity ID A globally unique identifier of an entity, which in our case is the Nintex Automation Cloud tenant to be configured with SAML. Audience URI (SP Entity ID) Entity ID Audience Entity ID Relying party trust identifier Identifier (Entity ID)
ACS URL or Assertion Consumer Service URL Single sign on URL ACS URLS ACS (Consumer) URL ACS URL Relying party SAML 2.0 SSO service URL Reply URL (Assertion Consumer Service URL)
Metadata An XML document that contains information about a SAML deployment. URL A link is provided to retrieve the URL.

IDP Metadata URL

A downloadable metadata file is also available.

Issuer URL A downloadable metadata file is provided. Federation Service identifier App Federation Metadata Url
   

Attributes

Set of identity data about a user. In configuring SAML in Nintex Automation Cloud, only three attributes are requested from the identity provider:

  • First name
  • Last name
  • Email
    (Copy) Click to copy the values in the fields.
Connect
(This page displays only when you select SAML for Single sign-on (SSO) type)		   URL

Location of the SAML metadata An XML document that contains information about a SAML deployment..
    Upload metadata The SAML metadata file.
Complete  

<Date>

(Only displayed for SAML)

Expiry date of the certificate.
    <Email address>

(Only displayed for SAML)

Email address to receive reminder when certificate is soon to expire.
  One-Time Password (OTP) URL <URL>

The One-Time Password (OTP) URL is used for troubleshooting purposes when configuration fails and you are locked out of your tenant.

Follow these steps to access your tenant when you cannot sign in due to a failed configuration of SAML:

  1. To copy the One-time password URL, click (Copy) next to the One-time password URL field.
  2. Open a new tab on your web browser, paste the copied URL and press ENTER.
  3. Enter your email address, and click Submit.

    4. For verification, a one-time password is sent to your email address. The one-time password expires after five minutes.

  4. Enter the one-time password you received, and click Sign in.

    5. You can access your Nintex Automation Cloud tenant and resume configuring your identity federation.