Setup Okta SSO for Swift Digital Suite Log In

This guide explains how to set up SAML SSO with Okta and Swift Digital Suite.

 

⚙️ Step by Step: Setting up SSO with Okta
 

  1. Log in to your Okta Account https://login.okta.com/ as an administrator

  2. Click on Applications

  3. Click on Create App Integration

  4. Select SAML 2.0 as the Sign-in method

  5. Click on Next

  6. Input App name for your own application, e.g. Swift Digital Suite SSO Configuration in Account Settings

  7. Click on Next

  8. Log in to your Swift Digital Suite account as an administrator

  9. Go to SSO SETUP in Account Settings within the Administration module

  10. Copy the fields from the Swift Digital Suite Service Provider Details to the SAML Settings in Okta

    • Service Provider Entity ID = Audience URI (SP Entity ID)

    • Reply URL (Assertion Consumer Service URL) = Single sign-on URL

    • Sign On URL = Default Relay State

  11. Set the Name ID format to Unspecified

  12. Select the Okta username as the Application username

  13. Select the Create and update as the Update application username

  14. Click on Next

  15. Select the This is an internal app that we have created

  16. Click on Finish This will create the application.

  17. Select Sign On

  18. Click on Edit under Settings

  19. Copy the Sign On URL in Suite and paste it into the Default Relay State field in the Okta

  20. Click on Save

  21. Scroll down, then click on Add expression

  22. Input the Name and Expression

    Name                                                                  Value
    http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress    user.profile.email
    http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname       user.profile.firstName
    http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname         user.profile.lastName
  23. Click on Save

  24. Click on View SAML setup instructions

  25. Copy the Identity Provider Single Sign-On URL in Okta and paste it into the IdP SSO Login URL field in the Suite

  26. Copy the Identity Provider Issuer in Okta and paste it into the IdP Entity ID field in the Suite

  27. Copy the X.509 Certificate (without -----BEGIN/END CERTIFICATE----- lines) and paste it into the IdP X.509 Certificate in the Suite

  28. Input http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress as the Email Attribute Name in the Suite

  29. Click on Save Settings

  30. Go back to Okta and assign users

  31. Select Assignments

  32. Select Assign to People

  33. Click Assign beside the name of the users you want to add

  34. Click Done

You're done. Now test SSO using Okta.

 

👉 Next step

See Test the Okta SSO for Swift Digital Suite Log In

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