Okta IdP with Salesforce

OPSWAT MetaAccess can be easily integrated with an existing Okta Salesforce integration to ensure that a device is compliant with the organization's security policy before it is granted access to Salesforce. This ensures that the device is not only authenticated by the IdP, but also tested for risks and vulnerabilities such as infections or unpatched versions of operating systems, BEFORE it access an organization's cloud services.

To get started with implementing OPSWAT MetaAccess integration to enforce device posture check before granting a device to access Salesforce with Okta Single Sign On (SSO) service, you need to have SSO set up between Okta and Salesforce. If you haven't already done so, please follow the instructiosn here to set it up.

You can learn more details for each step here at 3.1.1. How to set it up?

Step 1. Enable Access Control on your MetaAccess account

  1. Login to the MetaAccess console

  2. Navigate to Access Control and then Configurations

  3. Check on the box "Enable access control" and configure a port for the cross-domain API. Note that you must select a port which no applications on endpoints is running.

  4. Click SAVE.

    images/download/attachments/37397566/image2018-3-9_13-43-24.png

Step 2. Import Identity Providers and Applications

  1. Download Okta IdP: the next step is importing an Okta X.509 certificate to MetaAccess. This allows MetaAccess to verify users signing though a trusted IdP, Okta. Each identity provider has a unique X.509 certificate. Download the Okta X509 certificate by following these steps:

    1. Login to Okta as Administrator

    2. Switch to Admin mode

      images/download/attachments/37397566/image2017-10-17_16-0-11.png
    3. Go to Applications dashboard

      images/download/attachments/37397566/image2017-10-17_16-0-41.png
    4. Select Salesforce application

    5. Go to Sign On tab and click View Setup Instruction
      images/download/attachments/37397566/image2017-8-30_13-22-23.png


    6. Click Download certificate to download Okta certificate

      images/download/attachments/37397566/image2017-8-30_13-26-50.png

  2. Collect Salesforce Login URL

    1. In Okta, select the Sign On tab for the Salesforce app

    2. Copy Login URL under Avanced Sign-on Settings

      images/download/attachments/37397566/image2017-8-30_13-36-56.png

  3. Collect IdP SSO login URL:

    1. In Okta, go to Salesforce app

    2. on General tab, scroll down to App Embed Link section

    3. Copy the embed link there

      • images/download/attachments/37397566/image2018-5-23_16-14-41.png
  4. Collect Salesforce Logout URL: you can find this URL inside of Salesforce

    1. Log in to Salesforce

    2. You can find "Logout" link when you click on your name

    3. Right-click Logout link and select "Copy link address" to copy logout URL

      images/download/attachments/37397566/image2017-8-30_13-53-19.png

  5. Add the Okta Identity Provider. If you already have Okta IdP settings on your MetaAccess account, go to 5 to add Salesforce application.

    1. Login to the MetaAccess console

    2. Navigate to Access Control and then Configurations

    3. On the Identity Providers tab, click "Add New Identity Provider" to add your IdP

    4. Fill in required fields for the Identity Provider

      1. IdP Name: an IdP name, for example: Okta

      2. IdP Certificate: upload Okta certificate you downloaded in Step 2.1

        images/download/attachments/37397566/image2018-3-9_13-47-28.png

    5. Click Add IDP

    6. Click SAVE

  6. Add the Salesforce application:

    1. Expand the Okta IdP settings you have just added in Step 2.4 above.

    2. Click Add New Application

    3. Enter required field

      1. Application: application name, for example: Salesforce

      2. IdP Login URL: IdP SSO login URL which you have from step 2.3

      3. Application Login URL: application login URL which you have from Step 2.2

      4. Application Logout URL: application logout URL which you have from Step 2.4

      5. Access Mode: pick an access mode you prefer. See details on the access modes at Step 2. Import Identity Providers and Applications

        images/download/attachments/37397566/image2018-5-23_16-17-8.png
    4. Click SAVE

  7. After saving your changes sucessfully, click the Setup Instructions button of the Salesforce application you have just added and then copy the URL MetaAccess generated there. This URL is used to replace Salesforce login URL on Okta in Step 4.

    images/download/attachments/37397566/image2017-9-13_14-30-54.png

Note: you can add Salesforce application (step 2.5) when you add Okta IdP settings.

Step 3. Configure Access Rules

  1. On MetaAccess console, navigate to Access Control and then Configurations

  2. On Access Rules tab, click "ADD NEW RULE" to add a new rule for this application OR you can update existing access rules to add this application

  3. With a new access rule, you need to specify how you would like to block/allow access a device from the application

    1. Rule name: a rule name, for example Block non-compliant devices

    2. Action: Block or Allow

    3. Configure conditions to do the action. Details at Step 3. Configure Access Rules

  4. Click ADD RULE

    images/download/attachments/37397566/image2018-3-9_13-55-33.png

Step 4. Update Applications settings on Identity Provider

  1. Login to Okta as administrator

  2. Go to Applications dashboard

  3. Select Salesforce application

  4. On Sign On tab, click Edit

  5. Replace Login URL with the MetaAccess URL which you got from Step 2.6

    images/download/attachments/37397566/image2017-8-30_13-36-56.png

  6. Click Save

Step 5. Configure SSO settings on applications

  1. On MetaAccess console, navigate to Access Control > Configurations

  2. Click Download OPSWAT certificate to download a self-signed certificate MetaAccess generated for your account

    images/download/attachments/37397566/image2018-3-5_16-13-57.png

  3. Login to Salesforce as administrator

  4. Navigate to Setup > Security Controls > Single Sign-On Settings, click Edit on the SAML Single Sign-On Settings of the Okta IdP

    images/download/attachments/37397566/image2017-8-30_16-48-46.png

  5. Upload OPSWAT certificate from your MetaAccess account which you downloaded from Step 5.1

    images/download/attachments/37397566/image2017-8-30_16-50-36.png

  6. Click Save

Step 6: Test your integration

Follow guideline at Step 6: Test your integration to test your integration to verify if it works as your expectation.

DONE! CONGRATULATIONS.