Initializing help system before first use

# Configuring the IdP with the Insight Service

The examples here use Okta as the IdP. The process should be similar for all IdP providers.
You need to have access to the admin pages of your IdP.
The example shows the Okta Classic UI.

1. Log in to the administration interface of your instance of Okta.
2. Select Applications.
3. Click Add Application.
4. Click Create New App.
5. In the Create New Application Integration window, select the following:
   1. Platform - Web
   2. Sign on Method - SAML 2.0
6. Click Create to open the Create SAML Integration wizard.
7. In the General Settings pane, enter:
   1. App Name - Enter the name you want displayed on the tile for this application in your Okta dashboard.
   2. Optionally, upload an App logo.
   3. Configure the App visibility settings.
   4. Click Next.
8. In the Configure SAML pane, edit the fields shown below with the settings for your Insight server, where <hostname> is the root URL of your Insight server.
   1. In the GENERAL section:

      Field | Value
      --- | ---
      Single sign on URL | ``https://<hostname>/login/saml2/sso/default``
      Audience URI (SP Entity ID) | https://<hostname>/saml2/service-provider-metadata/default

   2. (Optional) If you want to enable single sign-out, also complete the following fields:

      Field | Value
      --- | ---
      Enable Single Logout | Click to select
      Single Logout URL | ``https://<hostname>/logout/saml2/slo``
      SP Issuer | Specific to IdP. For more information, see the documentation for your IdP.

   3. In the ATTRIBUTE STATEMENTS (OPTIONAL) section, use the Add Another button to create the attributes required, then enter or select the following:

      Name | Name format (optional) | Value select from options in drop down list
      --- | --- | ---
      givenName | Basic | user.firstName
      sn | Basic | user.lastName
      mail | Basic | user.email
      superuser * | Basic | isMemberOfGroupName("<Xpress Insight administrator group name>")

      * The superuser attribute should use the Okta Expression Language to derive whether a user is a superuser; The example above returns `true` if the user is a member of a specific group. This attribute should be assigned to the Xpress Insight 5 system administrator to provide access to all authority groups.

9. Click Finish. The settings for your configured app are displayed.
10. All of the settings required by Xpress Insight to integrate with Okta are contained in the Identity Provider metadata file, named saml2-idp-metadata.xml. Click the link highlighted in the image above to download and save the file.

The Identity Provider metadata file created in this section is used to provide Insight with the location of the IdP. The file also contains the IdP certificate that allows Xpress Insight to verify the SAML response originated from the IdP. The next section instructs you how to add this file to Xpress Insight.

"Okta" means Okta, Inc., and its affiliates and subsidiaries as may be applicable

Parent Topic Setting up SAML 2.0 Authentication

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