SCIM User and Group Provisioning for Okta in Crowd

Download And Installation

Step 1: Get SCIM Client Details

• In the SCIM configuration, Please enter App Name and click on the Save Settings button. Copy the SCIM Base URL and SCIM Bearer Token, these will be used later to configure the SCIM application on Okta.

Step 2: Setup Okta SCIM Configurations

• Login to your Okta organisation as a user with administrator privileges.
• Navigate to Admin Portal > Applications. Click on Browse App Catalog.

• Now search for the SCIM. Add the SCIM 2.0 Test App (Bearer Token) application.

• Click on the Add Integration button.

• Once the app is created, go to the Provisioning menu of the application and Click on the Configure API Integration button.
• Now click on the Enable API Integration and enter the SCIM Base URL (as SCIM connector base URL) and SCIM Bearer Token (as Authorization) from the SCIM Configuration tab of the plugin.

• Click on Test API Credentials. If the connection is established, it will show a success message.
• Click on the Save button. After that Click on To App under the Settings option on the left side.
• Click on Edit button and check the Create Users, Update User Attributes and Deactivate Users checkbox and click on the Save button.

• Then go to Assignments menu and add Users that you want to provision into your application. You can also assign groups. Members of the assigned groups will be provisioned to Atlassian module.

• To enable group mapping for a group you will need to add it in the push group section. Go to Push Groups tab and click on Push Groups button. Then click on find the group by name or you can also find it by the group rule. Then you can search and select the group.

• After finding the group you will need to Activate Group Push to start group sync.

Step 3: User Sync Settings

• Select the User Sync Settings tab from the left sidebar. Here you can configure different settings about user creation and updation.
• You can Create the directory using Create Directory option where you want SCIM Operations to be performed.

• You can also select your Directory Type from the dropdown.

• Enable Import Users option to import all active Okta Users.
• The user can be automatically enabled or disabled here based on IDP configuration.
• You also have the option to set Default Project Lead and Default Component Lead.
• Attribute mapping enables you to map your attributes sourced from the IDP to Crowd attributes. Through this section you can map your Crowd attributes to the attributes coming from IDP. By default, email corresponds to the email/mail attribute, and displayName corresponds to the full name attribute. However, if you want to map these Crowd attributes with other attributes coming from IDP, you can use this feature to change the attribute mapping configurations.

Step 4: Group Sync Settings

• Select the Group Sync Settings tab from the left sidebar. Here you can configure different settings for group creation and group mapping.

• Here you can configure Default groups for new and all users.
• You can set Manual Group Mapping or On-The Fly Group Mapping.

1. Manual Group Mapping -

• Here you can manually map Crowd groups with the groups from IDP.
• You can also configure to import IDP groups, and to keep existing users or not.

2. On-The Fly Group Mapping -

• Here users will be assigned to groups in Crowd whose group name is the same as groups from IDP. If the group doesn't exist in Crowd then it will be created.
• You can configure to keep the existing user groups.

Step 5: Backup & Restore

• In the Backup and Restore tab you can Import and Export plugin configurations in the JSON format.