Configuring SCIM with Okta

Updated Oct 23, 2018

Features

The following provisioning features are supported:

  • Push New Users
    • New users created through OKTA will also be created in the third party application.
    • The default timezone for new users will be the account time zone (set in your ScreenSteps account settings).
    • The default User type will be set to reader if no User type is set.
  • Push Profile Updates
    • Updates made to the user's profile through OKTA will be pushed to the third party application.
  • Push User Deactivation
    • Deactivating the user or disabling the user's access to the application through OKTA will deactivate the user in the third party application.
  • Push Groups
    • Groups and their members can be pushed to remote systems.
  • Reactivate Users
    • User accounts can be reactivated in the application.
Prerequisites

Before you configure provisioning for ScreenSteps in Okta, make sure that you have configured your Single Sign-On options in ScreenSteps.

Configuration Steps

1. Add the ScreenSteps App

Search for ScreenSteps in the App directory and select Add.

Enter your ScreenSteps account name (from your ScreenSteps URL) in the Site Name field and then select Done.

2. Enter your ScreenSteps API Token and SCIM URL

Get the SCIM URL and API Token from ScreenSteps

  1. Select Account Settings
  2. Select API Tokens
  3. If you don't already have an API token select Create API Token
  4. Copy the token
Enter Credentials in Okta
  1. Go to Provisioning in the ScreenSteps App
  2. Select Configure API Integration
  1. Select Enabled API Integration
  2. Enter the ScreenSteps API Token in the OAuth Bearer Token field
  3. Select Test API Credentials

If the test succeeds then select Save. If it does not succeed then make sure that you copied the correct values from ScreenSteps.

3. Enable Provisioning from Okta to ScreenSteps

In the To App settings select Edit.

Check the boxes for:

  • Create Users
  • Update User Attributes
  • Deactivate Users

Leave Sync Password disabled.

Then select Save.

Optional: Set default User Type for Groups

If you set a User Type for a group, then any user that is added to that group will have their role updated in ScreenSteps. Available roles are:

  • admin
  • editor
  • learner (only available on ScreenSteps training plans)
  • reader (default)

Remember that the total number of admin, editor and learner accounts will need to stay within the limits of your ScreenSteps plan. You can have unlimited reader users.

Select Users > Groups

Select Group
Edit App
  1. Select Apps
  2. Select the edit icon for the ScreenSteps app
Set the User type
  1. Enter a value of admin, editor, learner or reader (Time zone is not required).
  2. Select Save
Known Issues/Troubleshooting

If you enter an incorrect User type in Okta the error message you will receive will not be very specific. It may only say:

Bad Request: Errors reported by remove server.

If you see this error, please make sure that you have set the User type to one of:

  • admin
  • editor
  • learner
  • reader

If you set it to a learner User type then make sure that your account allows learners. You can contact support@screensteps.com for assistance.

0 Comments

Add your comment

E-Mail me when someone replies to this comment

Still Need Help?

Contact Us