---
title: Configuring Okta in CITSmart
slug: citsmart-8-en/configuring-okta-in-citsmart
description: Learn how to set up Okta authentication for the CITSmart platform with this comprehensive step-by-step guide. From creating an Okta account to configuring CITSmart parameters, this document covers everything you need to know. Ensure seamless user synchron
docTags: 
createdAt: 2022-07-28T13:53:14.000Z
---

This **Authentication Method** allows you to <font color="#3b9f0f">**use the Okta features to authenticate users of your organization**</font> in a <font color="#3b9f0f">**CITSmart** </font>instance. This document explains the steps in configuring this method. To learn more about Okta, visit **[okta.com](okta.com)**

## Before getting started

- [x] The configuration of this solution is a multi-phase process;
- [x] The first step is the creation of an Okta account.

## Procedure

### 1st Step: Create an Okta account:

1. Access the site:  [https://www.okta.com](https://www.okta.com);
2. Click on "**Try Okta**" and then on "**Sign up today**";
3. Enter the essential data (e-mail, name, and last name);

::Image[]{src="https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/O9NuxXolfVblTkBCuXX1X_image.png" size="56" width="420" height="448" position="flex-start" showCaption="false"}

4\. Click on "**Get Started**" to complete the operation. Then check the registered e-mail (which will send an access link), access the account with the temporary password sent, and change it for greater data security;

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/dX-7TtrDLtY4DFetvepsE_image.png)



### 2nd Step: Created <font color="#3b9f0f">**CITSmart** </font>application within Okta:

1. After completing the previous step, connect to Okta with your newly created account;
2. Click on the "**Applications**" tab and then on "**Add Application**";

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/tmlB2UZlSYNUz89zHBRDa_image.png)

3\. Click on "**Create New App**";

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/X98F1ZKkRljB2-sI2-XAi_image.png)

4\. Select the option "**SAML 2.0**" and then click on "**Create**";

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/YTWQPerNEnTGRJNVlV8dR_image.png)

5\. In the "**App name**" field, add the name of the application, and soon after, it is necessary to click on "**Next**";

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/y4uK-NUDnsdbnROtitYUa_image.png)

6\. Configure the application path and then click on Next:

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/BgGPXAOyzLq7p5kGmlE5K_image.png)

:::hint{type="warning"}
⚠️ <u>**Attention**</u>**!&#x20;**

In the "**Single sign-on URL**" and "**Audience URI** (SP Entity ID)" fields, the URL addresses on which the <font color="#3b9f0f">**CITSmart** </font>Application will be executed should be included.
:::

7\. Select the options "**I'm an Okta customer adding an internal app**" and "**This is an internal app that we have created**". Then, click on "**Finish**".

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/sQSidAuXb0tyRjudBPm1L_image.png)



### 3rd Step: Assign users to Okta's <font color="#3b9f0f">**CITSmart** </font>application:

1. After completing the previous step, you need to click on the "`Applications > Applications`" tab and then on "**Assign Applications**" and choose the filter called "**People**";

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/43IjKVMoYzWmRRzkBroXM_image.png)

2\. Then you can choose the user who will be allowed to access the application that is being created. Click on "**Assign**" and then, to finish, click on "**Done**";

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/MlYMjeMwBlJJDBySJqqnr_image.png)



### 4th Step: Include required information in the <font color="#3b9f0f">**CITSmart** </font>configured on Okta:

1. You will need to configure some data in the WildFly directory. Access the directory, open the "**/standalone/configuration**" folder and change the file "**citsmart.cfg**".

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/yW6F8BUGbwxMJ-6196XfT_image.png)

2\. When accessing the file, you need to include this information in the file "**citsmart.cfg**":

a) In the line, ***SAML2\_HOST*****&#xA0;and&#xA0;*****SAML2\_PORT*** includes the address and port of the <font color="#3b9f0f">**CITSmart** </font>application;

b) In the line, ***SAML2\_METADATA*** includes the SAML metadata of the Okta. This data can be obtained by following the instructions below:

- Access the <font color="#3b9f0f">**CITSmart** </font>application in Okta, click the "`Applications > Applications`" tab, and then on "**Sign On**". When you click on the "**Identity Provider metadata**" option, a new tab will be available to the metadata, copy the URL of the browser and insert in the property **SAML2\_METADATA**;

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/qUdRiZxVOVMtF3FF7NLyD_oktaimg12.png)



c) In the line, ***OKTA\_URL*** includes the main URL in the Okta account.

d) In the line, ***OKTA\_TOKEN*** includes the token to access through API. To get this token, follow these steps:

- Access the <font color="#3b9f0f">**CITSmart** </font>application in Okta, select the "`Security > API`" menu, and then click on "**Create Token**". Name the token and click on "**Create Token**". It will be presented the token value to be copied on the line quoted above.

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/w1jjUuUrrzeoUMwVIZzht_image.png)

e) In the line, ***OKTA\_DOMAIN\_ALIAS*** includes the domain of users coming from Okta.


### 5th Step: Synchronize Okta user on <font color="#3b9f0f">**CITSmart**</font>:

1. Within <font color="#3b9f0f">**CITSmart**</font>, access the "**Okta Config**" menu and register a new configuration by clicking on "**New**";

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/C_bujQhXea5hlMptUVTtw_image.png)

2\. Complete the fields with the necessary information:

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/ZLSVN201YkrH1J-e1pUbZ_image.png)

- **Description:&#x20;**&#x69;ntroduce a definition of this new setting Okta;
- **Alias:&#x20;**&#x69;nclude the user domain that will be saved to the database. Example: okta\\[administrador@citsmart.com](mailto\:administrador@citsmart.com);
- **URL domain:&#x20;**&#x73;hould include the same value (URL) that was entered in the line ***OKTA\_URL*** in the "**citsmart.cfg**" file;
- **Token API:&#x20;**&#x69;nclude the same value of the token inserted in the line ***OKTA\_TOKEN*** in the file "**citsmart.cfg**";
- **Group:&#x20;**&#x69;nsert the ID of the group in which the synchronized and registered user will belong in <font color="#3b9f0f">**CITSmart**</font>;
- **Access Profile:&#x20;**&#x69;nsert the profile ID in which the synchronized and registered user will belong in <font color="#3b9f0f">**CITSmart**</font>;
- **Application ID:&#x20;**&#x69;nclude the application ID. This information can be retrieved from the Okta URL, as shown below:

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/alW2e5yejrMEff5yikkD6_image.png)

3\. Click on "**Save**" and then on "**Synchronize users**" to perform the operation.



### 6th Step: Configure the Logout:

1. Since Okta does not have a logout screen, in **parameter 377** of <font color="#3b9f0f">**CITSmart**</font>, we can insert some page address to redirect the user to the end of the session;
2. Set up the logout link also at the address **(**`Admin > Settings > Customization > Sign-Out-Page`**)**, then check the "**Use the custom sign-out page**" option. Therefore, enter the URL ([https://localhost:8443/citsmart/saml/logout](https://localhost:8443/citsmart/saml/logout)) with the appropriate adaptations (host and port), according to the image below:

![](https://api.archbee.com/api/optimize/pu5VMc-2TW3GQX4ly5Xp7/Nyq6VemtIcLInYZdsweSg_image.png)

:::hint{type="info"}
🖊 <u>**Note**</u>**:&#x20;**&#x57;hen ***logout*** in <font color="#3b9f0f">**CITSmart**</font>, do not ***log out*****&#xA0;**&#x66;rom the Okta, since users may have other applications in the Okta session. In contrast, if you do Okta *logout*, the user session in <font color="#3b9f0f">**CITSmart**</font> will be removed.
:::

## What to do next

Once the Okta integration with <font color="#3b9f0f">**CITSmart** </font>is complete, some <font color="#3b9f0f">**CITSmart** </font>parameters can be configured to better customize this integration. They are:

- The **parameter 445** (Name of the Administrator group in Okta) allows you to choose the administrator group in the Okta solution. If the user belongs to this chosen group, he/she will have the access profile defined as administrator. If this is not the case, your access profile will be the default profile defined by **parameter 39**.



