Okta

How to Configure SAML 2.0 for Five9 Plus Adapter for Agent Desktop Toolkit

Contents


Supported Features

The Okta/Five9 Plus Adapter for Agent Desktop Toolkit SAML integration currently supports the following features:

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


Configuration Steps

  1. Make a copy of the following Sign On URL value, you will need it several times during the following configuration steps:

    Sign into the Okta Admin Dashboard to generate this variable.

  2. Login to the Five9 Virtual Contact Center.

  3. Select Administrator:

    five9desktop_1.png.png

  4. In the VCC Administrator application, navigate to Actions > Configure:

    five9desktop_2.png.png

  5. Select the Single Sign-On tab, then enter the following:

    • Issuer URL: Copy and paste the following:

      Sign into the Okta Admin Dashboard to generate this variable.

    • SingleSignOnService HTTP-POST binding URL: Copy and paste the value you saved in step 1 into this field.

    • SingleSignOnService HTTP-Redirect binding URL: Copy and paste the value you saved in step 1 into this field.

    • x.509 certificate: Download and save the following file, then click Choose File to locate and select that file to upload to Five9:

      Sign into the Okta Admin Dashboard to generate this variable.

    • Click Save, then Exit.

    five9desktop_3.png.png

  6. Navigate to Users, then right-click on the user you want to configure SSO Federation ID.

  7. Click View Properties of [username] (john.smith@acme.com in our example):

    five9desktop_4.png.png

  8. In the Properties:

    • In the Federation ID field under the General tab, enter a name for the agent. You can use the agent's Five9 username, or another name reserved for single sign-on.

    • Click Apply, then Save:

    five9desktop_5.png.png

  9. In the Five9 Virtual Contact Center, select the CRM Integrations link:

    five9desktop_6.png.png

  10. Scroll down to the Five9 Plus Adapter for Agent Desktop Toolkit section.

  11. In the Agents section, locate the links to the toolbar extensions for different browsers and install it.

    NOTE: We used Chrome extension in our example.

    five9desktop1.png

  12. Select Options for the Five9 Plus Adapter for Agent Desktop Toolkit add-on:

    five9desktop_8.png.png

  13. Enter the following:

    • IdP Login URL: Copy and paste the value you saved in step 1 into this field.

    • Click Save.

    five9desktop_9.png.png

  14. Done!


Notes

SP-initiated SSO

  1. Open the Five9 Plus Adapter for Agent Desktop Toolkit add-on.

  2. Click SSO Login:

    five9desktop_10.png.png