SSO/SAML Okta Configuration

6 min

Prerequisites

Create a Swimlane user with an email address that will be used across all steps.

Make sure the Swimlane URL in Advanced Configuration is the one that is used across all steps.

Configuration

Create an account on Okta Developer (If you already have an account, you can create a Person in the organization with the same email address as the prerequisite. If not, use the same email address to make it easier).

Create a New Application and select SAML 2.0 as the Sign-on method.

Fill the App name and click next

Configure the SAML Settings as follows (replace the hostname value)

SAML SETTINGS:

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Click Finish

Navigate to the new Application and click the Assignments tab.

Click Assign to People. In this case, add the Person with the same email address as the prerequisite

Now click the Sign On tab, select the View Setup Instructions button, and copy the values in the Swimlane SAML Authentication dialog.

Select Email Address in the Name ID Format field

Identity Provider Single Sign-On URL → SSO URL

Identity Provider Issuer → Identity Provider Entity ID

Fill the Swimlane host name in the Service Provider Entity ID field

X.509 Certificate → Identity Provider X509 Certificate

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Save the configuration and login by clicking Login via SSO in the login page.

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SSO/SAML Azure AD Configuration

Prerequisites

Create a Swimlane user with an email address that will be use across all steps.

Configuration

Create an Azure account

Navigate to the Azure Active Directory service and add a User with the same email address as the prerequisite. (Invite the user if the email address is different from the organization).

Create a new Enterprise Application.

Click on Create your own application

Fill in the app name and click Create

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In the application menu, assign the user we created in Step 2

In the application menu, click on Set up single sign-on.

Select SAML as the single sign-on method

In the Basic SAML Configuration section edit the configuration as follows (replace the hostname value):

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In the SAML Signing Certificate section download the Certificate (Base64)

With the information of the

Set up AppName section fill the Swimlane SAML Authentication dialog.

Select Email Address in the Name ID Format field

Login URL → SSO URL

Azure AD Identifier → Identity Provider Entity ID

Fill the Swimlane host name in the Service Provider Entity ID field

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Rename the certificate extension to .cert and upload it → Identity Provider X509 Certificate

Save the configuration and login by clicking

Login via SSO in the login page

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