How to Configure SAML 2.0 for AssetBank

Contents

• Supported Features
• Configuration Steps
• Notes

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Supported Features

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

• SP-initiated SSO
• IdP-initiated SSO
• JIT (Just In Time) Provisioning

For more information on the listed features, visit the Okta Glossary.

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Configuration Steps

1. Submit a request to the Customer Support team if you are hosted with AssetBank or get in touch with Customer Service team to receive further instructions if you manage your own server.

2. Save, then attach the following Metadata file to your request:

   Sign in to the Okta Admin app to have this variable generated for you

3. The Support team will process your request. After receiving a confirmation email, you can start assigning people to the application.

4. OPTIONAL: Group Attribute Steps:

   • To send groups as a part of SAML assertion, in Okta select the Sign On tab for the AssetBank app, then click Edit.

   • Select the appropriate filter from the dropdown menu, then type the preferred value into the field.

   • Click Save:

   

5. Done!

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Notes

• Make sure that you entered the correct value in the Base Url field under the General tab in Okta. Using the wrong value will prevent you from authenticating via SAML to AssetBank.

• The following SAML attributes are supported:

  Name	Value
  login	user.userName
  email	user.email
  firstName	user.firstName
  lastName	user.lastName
  memberOf	This will be configured in the app UI; see Group attribute instructions (step 4) above.

SP-initiated SSO

Go to: [your-Base-Url].