In this article, we go over how to set up OKTA PostBeyond application integration.

  • Pre-requisites

  • OKTA Integration Set-up

Pre-requisites

Before getting started, make sure that you have created your Okta account. Once created, add the PostBeyond application in Okta.

OKTA PostBeyond Application Integration Set-up

Supported Features

The Okta/PostBeyond SAML integration currently supports the following features:

  • IdP-initiated SSO


Configuration Steps

1. Contact the PostBeyond Support team and request that they enable SAML 2.0 for your account.

2. Provide PostBeyond with Metadata file & 3 Attributes Variable Names

A. Metadata file.

Can be found in the Application > Sign On tab

B. The 3 attribute variables.

PostBeyond needs these 3 attributes:

  • First Name

  • Last Name

  • Email

In Okta, go to Directory > Profile Editor > (and beside the OKTA application) Profile:

NOTE: We recommend not creating attributes in the PostBeyond application. if you have, please remove them as we will pull the attributes from your general OKTA set-up.

From there, please provide us with the variable names for:

  • User first name

  • User last name

  • Email

3. Add your subdomain

In Okta, select the General tab for the PostBeyond app, then click Edit.

  • Enter the subdomain into the Subdomain field. This is the subdomain you have arranged with PostBeyond (i.e. https://(your-subdomain).postbeyond.com)

  • Click Save.

OPTIONAL: To send groups as a part of SAML assertion:

  • In Okta, select the Sign On tab for the PostBeyond app, then click Edit.

  • Select the appropriate filter from the groups dropdown menu and type the preferred value into the field.

  • Click Save.

IMPORTANT: for the grouping to work your company's internal directory has to match the PostBeyond group set-up identically. If it does not, we recommend not performing this step as it can cause complications.

Step 4: PostBeyond to Complete the Process Internally

After you have sent PostBeyond with the Metadata file & three attribute variables, PostBeyond will finalize the process and provide you with an expected date of completion. This process can take up to 3 weeks to complete as it will need to be funneled into the upcoming sprint.

Step 5: Testing & Troubleshooting

Immediately after the process is completed, make sure to test logging in from the OKTA directory. If you run into any issues, please contact your CSM to being troubleshooting.


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