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Okta

Okta

Setup Guide

Follow these steps to connect Okta to your CData Connect Cloud account:

  1. Open the Connections page of the CData Connect Cloud dashboard.

  2. Click + Add Connection in the upper-right corner.

  3. Type Okta into the search field, then click the data source name.

  4. On the Basic Settings tab of the new connection, enter a connection name or keep the default name.

  5. Enter your Okta Domain. When logged into your Okta account, your domain is included in the URL. For example, in the URL https://dev-44876464.okta.com/enduser/settings, the domain is ‘dev-44876464.okta.com’.

  6. Enter the OAuth Client Id assigned when you registered for OAuth. This Id registers the custom application with the OAuth authorization server.

  7. Enter the OAuth Client Secret for your Okta account. This secret registers the custom application with the OAuth authorization server.

  8. Select the Authentication method, then proceed to the relevant section and follow those instructions.

Authentication Methods

OAuth

  1. At the top of the CData Connect Cloud Add Okta Connection page, click Save & Test.

    • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.

OAuth JWT

  1. Enter the OAuth JWT Cert provided by Okta. This is a multi-line key.

  2. Select the OAuth JWT Cert Type from the drop-down list. This is the type of key store containing the JWT Certificate.

  3. At the top of the CData Connect Cloud Add Okta Connection page, click Save & Test.

    • If the connection test succeeds, a Connection successfully saved message appears, indicating that your connection has been created. The Status on the Edit Connection page also changes to Authenticated. View the data model of your successful connection in the right pane of the Edit Connection page, in the Data Model tab.

    • If the connection test fails, ensure that you entered your login information correctly with no stray spaces or other characters. CData Connect Cloud displays error messages under the required fields with missing data. Some data sources require that you sign in directly to the source website. If you did not, an error message appears under the Sign in button. Correct the errors and try again.

    • Unsuccessful connections are saved as drafts and have a Status of Not Authenticated. You can return to the connection and authenticate it later.