Okta

How to Configure SAML 2.0 for NetDocuments

Contents


Supported Features

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

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

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


Configuration Steps

  1. Sign in to NetDocuments with your Admin account.

  2. Select Admin in the upper right corner.

  3. Go to Security Center > Advanced Authentication:

    Go to Security Center > Advanced Authentication

  4. Select the Federated ID tab, then enter the following:

    • Federated identity server type: Select Okta.

    • Federation metadata document URL: Copy and paste the following:

    • Sign into the Okta Admin dashboard to generate this value.

    • Make a copy of the URL to login to NetDocuments.

    • Click SAVE:

    Enter SAML config values

  5. In Okta, select the Sign On tab for the NetDocuments SAML app, then click Edit.

    netdocuments_newa.png

  6. Done!

Notes

The following SAML attributes are supported:

    Name Value
    http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress user.userName OR user.email
    http://schemas.xmlsoap.org/ws/2005/05/identity/claims/givenname user.firstName
    http://schemas.xmlsoap.org/ws/2005/05/identity/claims/surname user.lastName

SP-initiated SSO

Go to your URL to login to NetDocuments you made a copy of in step 4.