Integrating Trusona and Okta Cloud IAM

This guide details the steps required to configure Trusona as a passwordless authentication solution for your Okta cloud instance.

By Trusona Engineering
Updated May 16, 2022

• 1. Prerequisites
• 2. Getting Started
  • 2.1. Log into the Okta admin portal
  • 2.2. Create API token
  • 2.3. Create a group
  • 2.4. Create Okta Integration in Trusona
  • 2.5. Provide Okta configuration
  • 2.6. Okta Identity Provider details
• 3. Create an Identity Provider
  • 3.1. General Settings
  • 3.2. Authentication Settings
  • 3.3. JIT Settings
  • 3.4. SAML Protocol Settings
  • 3.5. Download Metadata to your Okta Integration
• 4. Add Origin
• 5. Create new Sign-On policy
• 6. Create a Trusona Registration application
  • 6.1. General Settings
  • 6.2. Configure SAML
  • 6.3. Feedback
  • 6.4. Upload the Okta X.509 Certificate to Trusona
    • 6.4.1. Copy the ACS
  • 6.5. Create an Assignment
• 7. Test the Integration
  • 7.1. Identify or create a test user
  • 7.2. Register your test user with Trusona
  • 7.3. Create Routing Rule for your test user
  • 7.4. Test the login flow
  • 7.5. Delete the testing Routing Rule
• 8. Create Routing Rule
• 9. Customizing your Trusona experience
  • 9.1. Provide images
  • 9.2. Provide hex values
• 10. Okta Identifier Registration

1. Prerequisites

Before proceeding, ensure that you have the following steps completed:

• Admin access to Okta Cloud IAM.
• Have admin access to the Trusona Dashboard. If your company does not have an account, visit the Trusona Dashboard to create one. Otherwise, consult with the owner of your company’s Trusona Dashboard account in order to create the integration.

2. Getting Started

2.1. Log into the Okta admin portal

Okta admin portal

2.2. Create API token

Navigate to Security > API > Tokens and then click the Create Token button. Enter “Trusona”

Navigate to Security

Copy your API token (Token Value) and save it somewhere safe. You will be using it in later steps

Create and copy API token

2.3. Create a group

Navigate to Directory > Groups > click Add Group and create a name and a description.

1. Name the group Trusona
2. Provide a group description
3. Click Add Group

This group is used to prevent users, who are using Trusona for passwordless login, from being prompted for an additional second factor of authentication.

You don’t need to maintain the membership of this group. Group membership is automatically managed by Trusona via the Okta API. Do not add any members to the group.

Create a new group

After creating the group, select it from the list of groups, and copy the Group ID from the URL in your address bar, as shown in the following screenshot

Copy Group ID from URL

2.4. Create Okta Integration in Trusona

Log into the Trusona Dashboard then navigate to Okta & click on Create Okta Integration.

Navigate the Trusona Integration dashboard

2.5. Provide Okta configuration

Fill in the 4 input fields as described below:

• Name
  • A meaningful name for the integration.
• Okta Tenant URL
  • This will look similar to https://example.okta.com.
• API Token
  • The value from the token you made in Step 2.2.
• Group ID
  • This is the value from the URL you copied in Step 2.3.

Input the required data

Then click Save to create the Okta integration.

2.6. Okta Identity Provider details

After saving, you will see the SAML specific configuration details needed to complete the Okta Identity Provider configuration. Keep this page open for reference and return to the Okta admin portal.

View data

3. Create an Identity Provider

In the Okta admin portal, navigate to Security > Identity Providers and then click Add Identity Provider.

Create an identity provider

Select SAML 2.0 IdP from the list and click Next

Select provider

Complete the form to add the new SAML IdP using the information below:

3.1. General Settings

Field	Value
Name	Trusona

3.2. Authentication Settings

Field	Value
IdP Username	idpuser.subjectNameId
Filter	Unchecked
Match against	Okta Username
If no match found	Create new user (JIT)

3.3. JIT Settings

Field	Value	Notes
Profile Source	Unchecked
Group Assignment	Assign to specific groups
Specific Groups	Trusona	This is the group name from step 2.3.

3.4. SAML Protocol Settings

The exact values needed can be found in the Trusona Dashboard, by either returning to the window from step 2.6, or navigating to Okta and in the Actions submenu for your integration clicking Show.

Field	Value	Instructions
IdP Issuer URI	https://gateway.trusona.net/saml/metadata
IdP Single Sign-On URL	https://<YOUR ORIGIN URL>/saml	This is unique to your integration with Trusona. and will look something like https://example.gateway.trusona.net/saml
IdP Signature Certificate	Back at the Trusona Dashboard, download the Signature Certificate by clicking the ‘View’ button and clicking ‘Download Certificate’

Once the information in the tables above has been entered into the form, click the Finish button to continue.

Completed IdP

3.5. Download Metadata to your Okta Integration

Click on the disclosure triangle to expand the Trusona IdP and then click on Download metadata.

Download metadata

Back on the Trusona dashboard, edit your Okta Integration.

Edit Okta Integration

Upload the metadata.xml file you downloaded above.

Upload SAML metadata

4. Add Origin

Navigate to Security > API > Trusted Origins and click the Add Origin button.

1. Name your Origin Trusona.
2. To create your Origin url, copy your IDP Single Sign-On from the Okta integration in the Trusona Dashboard then delete the path /saml. Example: https://example.gateway.trusona.net
3. Enter you newly created Origin URL.
4. Check both CORS and Redirect checkboxes.
5. Click Save

Add Origin

5. Create new Sign-On policy

Navigate to Security > Authentication Policies (or Authentication > Sign on) and click Add a Policy button.

Create a new sign-on policy

1. Enter “TrusonaUsers” for the Policy Name.
2. Enter “Skip MFA for Trusona” for the Policy Description.
3. Click Create Policy and Add Rule.
4. Enter “Skip MFA” for the Rule Name
5. Add the group you created in step 5 in the User’s group membership includes section.
6. Select user must authenticate with “Password / IdP” and Available Authenticators as “Password / IdP” for Skip MFA rule.
7. Edit the Catch-all Rule to select user must authenticate with “Password / IdP” and Available Authenticators as “Password / IdP”.
8. Click Create Rule

–

Rule name and group

Authenticate with and authenticators

Completed rules

6. Create a Trusona Registration application

The Trusona Registration application helps your users link their Okta account to their Trusona Account. This process guarantees that users are identified by the Trusona IdP with a known and valid Okta identifier. All users that intend to use Trusona to login with Okta should complete the registration process described below before attempting to use Trusona to login to Okta.

6.1. General Settings

1. Applications > Applications > Create App Integration.
2. Choose the SAML 2.0 option.
3. Click Next.

Create a new application

Field	Value
App name	Trusona Registration
App logo	Trusona logo
App visibility	Unchecked

SAML Integration

6.2. Configure SAML

The exact values needed can be found in the Trusona Dashboard, by either returning to the window from step 2.6, or navigating to Okta and in the Actions submenu for your integration clicking Show.

1. Enter the Single sign on URL from the Trusona Registrations Application section of the Trusona Dashboard. It should be a URL ending in /registrations for example: https://example.gateway.trusona.net/registrations
2. Ensure “Use this for Recipient URL and Destination URL”is checked
3. Enter the Audience URI (SP Entity ID) from the Trusona Registrations Application section of the Trusona Dashboard. It should be a URL ending in /saml/metadata for example: https://gateway.trusona.net/saml/metadata
4. Click Next.

6.3. Feedback

1. Click the radio button “I’m an Okta customer adding an internal app”.
2. Click Finish.

Select the correct configuration

6.4. Upload the Okta X.509 Certificate to Trusona

You should be taken to the Sign On configuration for the Trusona Registration application.

Upload Okta Certificate

1. Click View Setup Instructions under “SAML 2.0 is not configured until you complete the setup instructions” prompt -> Scroll down to X.509 Certificate -> Click Download Certificate.
2. Go to the Trusona Dashboard -> On the left hand side, click on Generic SAML integration and the Okta integration you created will be listed.
3. Select Actions -> Edit -> Under Certificate click Choose File -> Upload the X.509 Okta Certificate -> Click Save in the bottom left corner.

6.4.1. Copy the ACS

On the Setup Instructions page copy the Identity Provider Single Sign-on URL (Applications > Applications > Trusona Registration > Sign On > View SAML setup instructions).

IdP Single Sign-on URL

Back on the Trusona dashboard (Integrations > Generic SAML > Edit). Paste in the URL you copied above to the Assertion Consumer Service (ACS) field.

Generic SAML Integration

6.5. Create an Assignment

Back in Okta, navigate to Applications > Applications and click on the new Trusona Registration application.

Trusona Registration app

within the Trusona Registration application, click Assign then Assign to Groups

1. Assign to Groups.
2. Find the group called Everyone.
3. Click Assign in the row for that group.
4. Click Done.

Assign to Groups

7. Test the Integration

It is important to test that the integration is working before continuing with this guide. If you continue without completed this step, you may lock yourself out of your Okta tenant.

7.1. Identify or create a test user

You can test with either an existing Okta user, or by creating a new Okta user. You can use your own Okta user as long as you have a second user with administrative access that you can use in the event you are unable to login with Trusona.

7.2. Register your test user with Trusona

1. Sign in to Okta as your test user.

If you don’t see the My Apps page, click on the logged in user drop down (upper right) and then My settings. Then select My Apps on the left.

My settings

My Apps

1. On the “My Apps” page, select the Trusona Registration application.
2. Use your Trusona app to scan the QR code and complete the ensuing authentication request.

7.3. Create Routing Rule for your test user

Sign back into Okta with your administrative user and navigate to Security > Identity Providers > Routing Rules

1. Click Add Routing Rule
2. Enter “Trusona Test” for the Rule Name
3. For *User matches… pick “User Attribute” from the dropdown
4. In the drop down items that appear, select “login”, “Equals” and enter the username of your test user.
5. Specify Trusona as the identity provider.
6. Click Create Rule, and activate this rule.

Test routing rule

7.4. Test the login flow

Now attempt to log in with your test user.

1. Enter your test user’s username into the Okta sign in page and click Next. This should take you to Trusona
2. Click Login with Trusona
3. Using your Trusona App, scan the QR code and complete the ensuing authentication request.
4. You should now be logged into Okta

If you were able to sign in using Trusona, you may continue with this guide. If you got an error, please contact support@trusona.com

Important: If you continue with this guide before correcting any problems encountered during testing, you may lock yourself out of Okta

7.5. Delete the testing Routing Rule

Sign back into Okta with your administrative user and navigate to Security > Identity Providers > Routing Rules

1. Click Add Routing Rule
2. Select the “Trusona Test” routing rule
3. Click Delete
4. In the modal that opens, click Delete Rule

8. Create Routing Rule

Note: Do not move onto step 8 until you have completed step 7. Otherwise you may be locked out of your account.

1. Navigate to Security > Identity Providers > Routing Rules.
2. Click the Adding Routing Rule button.
3. Match the fields below.
4. Click Create Rule.

Create a new routing rule

Field	Value
Rule Name	Trusona
User’s IP is	Anywhere
User’s device platform	Any device
User is accessing	Any application
User matches	Anything
Use this identity provider	Trusona

Trusona recommends that this newly created routing rule be placed above existing routing rules. This ensures that users are redirected to the Trusona IdP for authentication. Your specific implementation and/or deployment needs may require the rule to be placed somewhere other than first in the list.

9. Customizing your Trusona experience

The Trusona Gateway (pictured below) includes default styling that will be familiar to your users using the Trusona App.

Customize

Optionally, it’s possible to provide a custom branded experience for your users including things like:

• A custom vanity URL
• Custom secure QR code colors
• Your company logo and colors

In order for Trusona to create your custom gateway you need to provide to Trusona hex values and images for the following:

9.1. Provide images

• Hero image: 1440 x 1800 px
• Logo image: 500 x 500 px

9.2. Provide hex values

• Animated dot color: this is the color dots that animate
• List of QR colors: multiples of the same color will appear more (provide 2 hex values)
• Link color: also changes the Okta widget button colors
• Text color:
• Background color: affects background behind the QR, usually we just do pure white (#FFFFFF)

Customize

Customize

10. Okta Identifier Registration

Users who intend to use Trusona to login to Okta must complete these required one-time steps.

1. Download and install the Trusona App.
2. Register in the Trusona App.
3. Login to Okta using their existing username and password.
4. Find, and click on, the Trusona application “chiclet” created in Step 10.
5. Scan the QR code with the Trusona App.
6. Accept and complete the Trusonafication.

The user’s Okta identifier has now been linked to their Trusona account and they are now ready to use Trusona to login with Okta.

Please see Integrating Trusona and Okta SCIM for SCIM provisioning.

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