Implementing Okta Org2Org Integration with OIDC

Introduction

In today’s enterprise environments, organizations often operate in complex identity ecosystems, especially when they span multiple business units or partner organizations. For businesses using Okta as their Identity Provider (IdP), cross-tenant access can become a hurdle without proper integration strategies. One powerful solution to this challenge is the Okta Org2Org integration using the OpenID Connect (OIDC) protocol, which allows for secure and seamless identity federation between two separate Okta tenants.

Problem Statement

Employees from the WIC Okta tenant regularly need to access customer-facing applications hosted within the CIC Okta tenant. However, this currently requires them to maintain separate credentials for each tenant. This fragmented login experience leads to user confusion, slower access times, and diminished productivity. 

From an IT and security administration standpoint, managing duplicate user accounts, enforcing consistent security policies, and maintaining compliance across tenants introduces unnecessary complexity and risk. Without a centralized authentication strategy, organizations struggle to ensure unified access control, increased visibility, and a consistent user experience.

Solution

To address these challenges, we propose implementing Okta Org2Org integration using the OIDC protocol. This allows WIC users to authenticate into CIC-hosted applications using their existing WIC credentials providing a Single Sign-On (SSO) experience.

The Org2Org integration treats the WIC Okta tenant as an Identity Provider (IdP) and the CIC tenant as a Service Provider (SP). Leveraging OIDC, this setup enables token-based authentication and seamless identity federation without the need for duplicate accounts.

Use-Case Overview:

Check out the presentation below to explore how to set up Okta Org2Org Integration using OIDC, enabling secure identity federation between multiple Okta tenants.

Technical Demonstration:

Watch the demo below to see a step-by-step configuration of Okta Org2Org Integration using OIDC, enabling secure and scalable identity federation between tenants.

Conclusion

The Okta Org2Org integration using OIDC creates a robust and user-friendly SSO experience across different Okta tenants. By bridging identity systems and automating authentication through federation, enterprises can streamline user access, improve security posture, and reduce administrative friction. As multi-tenant setups become increasingly common in large organizations, implementing solutions like these ensures smooth, secure, and scalable identity management.

Reference Links

Org2Org Integration | Okta

Secure API connections between orgs with OAuth 2.0 | Okta

Self Service Access Request for AD Joined Servers

  • Usecase Overview
  • Solution
  • Prerequisites
  • Theoretical Demonstration
  • Technical Demonstration
  • Benefits
  • Reference Links

Usecase Overview

An organization needs to secure access for their servers by ensuring that users can request access only based on their specific roles or departments. All access requests must go through a formal approval process to validate the appropriate permissions granted. Users should be granted access exclusively to the actions permitted by their assigned roles. Additionally, to enhance security, the organization requires regular password rotation for all server accounts. The system must also record all user sessions and securely store these logs on the gateway for monitoring and auditing purposes. The challenge is to implement a security framework that enforces these controls effectively to maintain strong security and tight control over server access.

Solution

By leveraging Okta, we can implement the above Usecase. For Access request we are going to utilize Okta Access request capability, with this we can control the approval levels and also segregate the request types based on the department or role and for the Servers we can utilize the Okta Advanced Server Access feature for access to AD Joined Servers and also it stores the user activity with the help of Session recording feature. For managing AD server accounts password rotation, we can utilize the Okta Privileged Access feature. By combining all the Okta products, we can build a robust and secure access management solution for your sensitive resources.

Prerequisites

  • A running instance of On Prem Active Directory.
  • A running instance of Linux Gateway for session recording.
  • A domain joined windows server which acts a target resource.
  • Super admin privileges to access Okta Tenant.
  • Admin access to Okta Privileged Access, Okta Advanced Server Access & Okta Access Request.
  • Required access to Okta Workflows Application
  • Feature – Manage Active Directory Accounts for Okta PA must be enabled. For more details contact to the Okta Support team.
  • Feature – Delegated workflow for Access Request must be enabled.

Theoretical Demonstration

Please watch the video to understand why we are configuring SSR on AD-joined servers with password rotation using Okta.

Technical Demonstration

Watch a demonstration on effortlessly handling identities in Okta and setting up access requests for AD Joined Servers and accounts, along with password rotation and session recording features to improve efficiency, security, and auditing. 

Benefits

  • Automated access grants and revocations which enables quick and error-free granting and revoking of AD server account access.
  • Okta PA automatically changes or rotates AD account passwords, keeping them safe and reducing hacking risks.
  • All access and actions are recorded, making it easy to audit and meet compliance.
  • Strong authentication and session recording prevent misuse and assists in investigating issues.
  • Everything is automated, so IT spends less time on manual work and users get access faster.

Reference Links

Okta Advanced Server Access

Managing AD Accounts using Okta Privileged Access

Okta Access Requests

Okta Workflows

Integrating CrowdStrike with Okta for Enhanced Security

Introduction:

In today’s environment, securing access to company resources has become increasingly complex as organizations adapt to remote and hybrid work models and face constantly evolving cyber threats. Recognizing these challenges, CrowdStrike and Okta have formed a strategic partnership to deliver a tightly integrated solution that unites identity management with endpoint security. By sharing real-time information about the user’s identity and the health of their device during each login attempt, this integration empowers security teams to make intelligent access decisions that keep threats out while maintaining a smooth experience for legitimate users.

With this approach, businesses can quickly adopt the Zero Trust security framework, ensuring that only trusted users on secure devices are allowed to access sensitive systems and data, no matter where they work or what devices they use.

Use-Case Overview:

Check out the presentation video to have an understanding about the use-case around integrating CrowdStrike with Okta.

Use-Case Demonstration:

Here’s the technical walkthrough on the integration between CrowdStrike & Okta.

Conclusion:

In conclusion, integrating CrowdStrike with Okta empowers organizations to implement zero trust security by leveraging real-time device risk insights alongside intelligent identity access controls. This collaboration enables Okta to make adaptive, security-driven access decisions such as enforcing extra authentication or blocking risky devices ultimately increasing protection, simplifying compliance, and enhancing the user experience across remote and hybrid environments.

Reference Links:

Endpoint security integrations | Okta Docs

Integrating CrowdStrike with Okta | Okta Docs

Okta Access Requests using Workflows

Introduction:

In the current digital environment, identity and access management (IAM) is essential for safeguarding an organization’s systems and data. With the growing adoption of cloud-based applications and services, managing access to these resources has become more challenging. Implementing effective identity governance is crucial to ensure that individuals have access to the appropriate resources at the correct time and for legitimate purposes.

The organization has already made significant progress in securing application access by using Okta for Single Sign-On and Adaptive Multi-factor Authentication. These solutions have enhanced security and streamlined user access. Nevertheless, the existing process for requesting access and provisioning remains manual, depending heavily on emails and spreadsheets.

Problem Statement:

The organization’s method for manually requesting and provisioning access is highly inefficient and susceptible to mistakes, resulting in delays for employees, heightened security risks due to inconsistent access controls, and compliance issues that could lead to regulatory violations. The absence of automation and transparency in the access request and provisioning process results in excessive administrative work, escalating costs, and decreased productivity, while also complicating the tracking and auditing of access modifications.

This manual approach places the organization at risk for potential security breaches, insider threats, and damage to its reputation, ultimately obstructing our ability to function effectively, securely, and according to industry regulations and standards.

Use-Case – Presentation:

Use-Case – Demonstration:

Conclusion:

By adopting Okta identity governance, particularly Okta Access Governance, along with Workflows and Lifecycle management, the organization can effectively tackle the issues related to manual access requests and provisioning processes. This approach will allow the organization to automate and simplify access management, enhance security and compliance, and boost operational efficiency. With automated workflows, self-service access requests, and real-time insight into access permissions, we can mitigate the risk of security breaches, enhance user productivity, and ensure adherence to regulations.

Ultimately, this solution will assist the organization in establishing a secure, efficient, and scalable identity governance framework that supports our business objectives and enables the organization to flourish in an increasingly dynamic digital environment.

Reference Links:

Access Requests | Okta

Teams integration with Access Request | Okta

Workflows | Okta

Salesforce Connector | Okta

Microsoft Teams Connector | Okta

Create request type | Okta

Okta WIC Core Capabilities

Okta is a trusted player in Identity & Access Management domain & is renounced for its best-in-class products & services. By leveraging the cloud, Okta allows users to access applications on any device at any time, while still enforcing strong security controls. Okta integrates with your organization’s existing directories, HRMS / Application directories and 3rd party identity systems to establish a central directory structure. Okta got an app catalogue of 8,000+ app integration which facilitates the users to have seamless SSO experience to access the integrated entitled applications from a single dashboard. Okta Workforce Identity cloud is a platform for your employees, contractors, or partners to access your organization’s digital resources.

Okta platform is spread across the Identity Domains and the capabilities around those core pillars.

  • Access Management.
  • Identity Governance & Administration.
  • Privileged Access

Access Management primary focus of interest is around granting & revoking privileges to access an application or data or perform any actions on the applications / systems. The main objectives of Access Management are to authenticate the users, authorizing the actions attempted by the users & accounting the activities / actions performed.

Okta is aligned to these guiding principles and ensures the right users have access to the right resources at the right time through a variety of products & services listed below.

  • Single Sign-On
  • Adaptive Multi Factor Authentication
  • Password-less Authentication
  • Identity Federation
  • Access Gateway
  • Security Policies
  • Behaviors detections
  • Identity Threat Protection

Identity Governance & Administration focuses on governance, compliance & visibility across identities spread across the organizations. Identity governance is about policies around separation of duties, access requests for role management, access certifications to validate the access privileges, finally analytics & reporting. While Identity Administration is focused on provisioning the users to the requested applications / resources, managing the changes in the user role with appropriate access privileges & deprovisioning the access privileges when access is no longer required. IGA systems are designed to give organizations visibility into access sprawls and provide better controls to identify and limit access creeps to their resources.

Okta manages IGA diligently and the IGA architecture is perfectly balanced by leveraging the following products & services:

  • Access Governance
    • Access Requests
    • Access Certifications
    • Reporting
    • Entitlement Management
  • Lifecycle Management
  • Okta Workflows

Privileged Access Management revolves around securing & monitoring access to critical systems initiated by privileged users such as IT administrators, Application Owners, Contractors or 3rd party vendors who manage the infrastructure on your behalf. Users who hold privileged accesses are susceptible to cyber security attacks and if left unnoticed, results in a higher risk impacting the organization overall security posture. Compromising the privileged accounts will let the malicious actors have the key to the organization’s digital assets.

Okta being a cloud Identity Provider & with the tight integrations between these core pillars, Okta Privileged Access facilitates organizations to reduce risk by leveraging the IGA & Access Management services for privileged resources irrespective of the resource origins, cloud or on-premises servers. This will deliver better visibility, security, and compliance, without compromising on the user’s experience. Okta Privileged Access key capabilities are as follows:

  • JIT access to the infrastructure
  • Session recording & Auditing
  • Secrets Vaulting
  • Privileged Access Governance
  • Service Account management for Applications.

Demonstration of Core Capabilities:

Here’s the video comprising the core capabilities & working flow showcasing few real-time scenarios.

Single Sign-On | Okta

Adaptive Multi-Factor Authentication (AMFA) | Okta

Identity Governance | Okta

Okta Privileged Access | Okta

Streamlining Access to Multiple Zoho Applications with Okta SSO Integration

  • Introduction
  • Usecase Overview
  • Usecase Demonstration
  • Conclusion
  • Reference Links

Introduction:

In today’s digital landscape, Organizations often use multiple business applications like Salesforce, Office 365, including HRMS tools like Zoho People Plus and Zoho Recruit, CRM platforms to manage their operations. Employees are required to log in separately to each application, resulting in inefficiencies, wasted time, and a fragmented user experience.

To address the challenges of managing multiple applications within the Zoho portfolio, such as Zoho People Plus, Zoho CRM, and Zoho Recruit, we use a simple and effective solution by integrating Zoho Directory with Okta through SAML 2.0.

Usecase Overview:

Check out the presentation video to have an understanding about the use case around integrating Zoho with Okta.

Usecase Demonstration:

Here’s the technical walkthrough on the integration and provisioning between Zoho & Okta.

Conclusion:

In conclusion, integrating Okta with Zoho portfolio has significantly streamlined the users access to the platform. With Okta’s Single Sign-On (SSO) capabilities, users can now seamlessly log in to multiple Zoho applications without remembering multiple passwords, reducing login times and increasing productivity. The integration backed up with Okta’s Sign-On policies, enhances organization security posture by providing an additional layer of authentication, ensuring that only authorized personnel can access sensitive customer data. By streamlining Zoho access with Okta, we have improved user experience, increased efficiency and strengthened security. 

Reference Links:

Integrating Zoho with Okta | Zoho Docs

Password Management for Okta Administrators using CyberArk PVWA 

  • Introduction
  • Pre-Requisites
  • Use case Overview
  • Technical Demonstration
  • Conclusion
  • Reference Links

Introduction: 

As Organizations continue to adopt cloud-based identity and access management solutions like Okta, securing administrative access to these platforms has become a top priority. Okta administrators possess elevated privilege allowing them to manage user identities, configure security policies, and access sensitive data. However, this also makes them a prime target for attackers seeking to exploit these privileges. 

To mitigate this risk, it is essential to implement a robust password management solution that can securely store, manage, and rotate administrative credentials. Okta manages password in cloud and the organization desires to manage passwords on-premises using CyberArk Password Vault

To address the integration challenge, we will implement a comprehensive solution that integrates Okta with CyberArk PVWA using SAML 2.0. This integration will enable secure and automated management of Okta admin account passwords, reducing the risk of password-related security incidents and ensuring compliance with regulatory requirements. As part of this solution, two admin accounts will be created in Okta: one non-privileged account to access Okta user dashboard, and a second one Privileged account which will be linked to CyberArk PVWA. The Privileged account will receive a password generated by CyberArk, which will be used for authentication. Using SAML 2.0, the admin will log in to Okta using the privileged account credentials, with the password provided by CyberArk. This will ensure secure and compliant access management and password management processes, streamlining administrative tasks and reducing the risk of security breaches.

Pre-requisites: 

  • Okta tenant, CyberArk PVWA tenant and Active Directory with a Domain. 
  •  Active Directory must be integrated with CyberArk and Okta. 

Use case Overview:

Please refer to the below video to have an understanding about Okta & the use case around integrating CyberArk Password Vault with Okta.

Technical Demonstration:

Here’s the technical walkthrough on the integration between CyberArk Password Vault & Okta.

Conclusion: 

The integration of Okta with CyberArk PVWA provides a comprehensive solution for managing Okta administrator passwords, enhancing security, and improving compliance. By automating password rotation, expiration, and compliance, organizations can reduce administrative burdens and minimize the risk of password-related security incidents. With real-time visibility and control over password management, organizations can respond swiftly on security incidents and ensure the integrity of their identity and access management systems. Overall, this integration provides a robust and scalable solution for securing Okta administrator passwords and protecting sensitive resources and applications. 

Reference Links:

Setup SSO | Okta 

SAML authentication | CyberArk Docs 

Integrating SailPoint IIQ with Okta

  • Introduction
  • Prerequisites
  • Usecase Overview
  • Technical Demonstration
  • Conclusion
  • Reference Links

Introduction

In today’s digital landscape, many organizations face significant challenges in securely managing access to their sensitive data. These unchecked identity challenges often result in vulnerabilities, data breaches, and difficulties in ensuring that only the right individuals have the appropriate access. This solution offers a robust answer to these issues by simplifying and strengthening access control with a governance view. By integrating Okta with product like SailPoint IdentityIQ (IIQ), organizations can strengthen their identity governance and automate the provisioning and de-provisioning processes. This integration ensures that users are granted access solely to the resources they need, thereby minimizing security risks and ensuring compliance.

To get started, organizations need to configure SSO and Okta connectors within Sailpoint IIQ, which link their systems and data sources to enable seamless and secure access management across the enterprise.

Prerequisites

Usecase Overview

Please watch the video to understand why we are integrating SailPoint IIQ with Okta and the specific use case for this integration.

Technical Demonstration

In this video, we’ll show you how to integrate SailPoint IIQ with Okta. We’ll cover setting up SSO, configuring the Okta Connector, and mapping Okta attributes to SailPoint. We’ll also demonstrate how admins manage access reviews and how users can access SailPoint IIQ from Okta.

Conclusion

On a closure note, with all the steps carried out in this use case, it is fair enough to say that we have successfully integrated SailPoint IIQ with Okta, which enhances access management by governing the right identities have access to the right resources. Along with that achieving identity lifecycle management by ensuring synchronized access and governance policies are harmonized between the products. This integration reduces manual processes, increases compliance, and streamlines access control across the organization. Regular monitoring and fine-tuning of policies ensure the integration remains effective as the organizational needs evolve.

Reference Links

Integrating SailPoint IIQ with Okta

Best_Practices_Integration_Guide

A Deep-Dive into Okta Sign-On Policies

  • Introduction
  • Usecase Overview
  • Usecase Demonstration
  • Challenges
  • Conclusion
  • Reference Links

Introduction:

In today’s digital landscape, organizations rely on various applications to enhance productivity, necessitating secure access for diverse workforces, including remote employees and contractors. To ensure secure access for remote workers using new devices, implementing Multi-Factor Authentication (MFA) is essential. When accessing sensitive applications from unrecognized devices, Okta prompts for MFA, requiring additional authentication steps such as a one-time password or biometric verification. Administrators can set contextual-behavior based sign-on policies to determine when MFA is necessary, enhancing security and reducing unauthorized access risks, while logging all attempts for monitoring and auditing.

Usecase Overview:

Please refer to the below video to have an understanding about Okta Sign-On Policies focusing on their structure, functionality, and how they enhance security using contextual behavior detection methods.

Usecase Demonstration:

This demonstration offers a comprehensive overview of the Sign-on Policies in Okta, highlighting the practical application with a common scenario around WFH / remote employees.

Challenges:

In general, many organizations encounter various challenges when it comes to user access management: 

  • Securing access for remote employees, contractors, and full-time staff who require varying levels of access to applications. 
  • Ensuring consistent user attributes and access permissions across all applications. 
  • Demonstrating compliance with security standards by implementing strong access controls and monitoring user activity. 
  • Minimizing administrative overhead associated with managing user identities and access. 

Conclusion:

Implementing Okta for centralized security management enables organizations to leverage the platform’s robust features and benefits. By setting up user groups, integrating applications, configuring session policies, and enabling MFA, companies can create a secure and efficient identity management system that meets their specific requirements. 

Reference Links:

Global session policies | Okta Docs

Authentication policies | Okta Docs

Multifactor authentication | Okta Docs

Behavior Detection | Okta Docs

Risk scoring | Okta Docs


Integrating Active Directory with Okta’s Universal Directory

  • Introduction
  • Understanding Okta Universal Directory
  • Key Features of Okta Universal Directory
  • Prerequisites
  • Usecase Overview
  • Technical Demonstration – Integration flow
  • Conclusion
  • Reference Links

Introduction

Active Directory (AD), a directory service developed by Microsoft for Windows domain networks, is primarily used for authentication and authorization, helping organizations manage user access to resources. However, as organizations increasingly adopt cloud-based applications, managing user access across disparate directories has become a challenge for traditional Active Directory (AD)/LDAP systems. Each cloud service often introduces its own user store, leading to a proliferation of login credentials and making it difficult to maintain consistent, secure access control.

This complexity can result in administrative headaches, such as trouble deactivating user accounts when employees leave and a lack of visibility into resource access. To address these issues, many companies turn to Okta, an identity management platform that integrates seamlessly with Active Directory, bridging the gap between on-premises and cloud environments. By using Okta, organizations can continue to leverage their existing AD or LDAP services for user authentication while centralizing User Lifecycle Management, providing a unified dashboard for administrators to ensure consistent, secure access control across all systems.

Understanding Okta Universal Directory 

Okta Universal Directory is a centralized platform designed for managing user identities from various sources. As a core component of the Okta Identity Cloud, Universal Directory provides a centralized view of all users and their respective attributes, making it easier for IT teams to oversee and manage user data. This product enables organizations to maintain a unified profile for a user, no matter where their data comes from. This capability is especially advantageous for enterprises with multiple user directories, as it simplifies user management and bolsters security. 

Key Features of Okta Universal Directory 

  • Centralized User Management: Universal Directory allows you to manage all your user identities in one place. This means that whether your users are employees, partners, or customers, you can easily create, modify, or deactivate their accounts without jumping between different platforms. 
  • Integration with Multiple Sources: It allows integration with various identity sources, including Active Directory (AD), LDAP, and HR systems like Workday. This flexibility ensures that organizations can consolidate user information from different platforms seamlessly. 
  • Customizable User Profiles: Universal Directory supports both Okta user profiles and app-specific user profiles. This capability allows organizations to define and manage user attributes tailored to their applications, ensuring that each app only accesses the data it needs. 
  • Customizable User Attributes: With Universal Directory, you can customize user attributes to fit your organization’s unique needs. This flexibility enables you to collect and store specific information relevant to your users, such as job titles, department details, or location data. 
  • Real-Time Synchronization: Changes made in AD, such as user updates or account deactivations, are synchronized in real-time with Okta. This ensures that terminated employees lose access immediately, enhancing security and compliance. 
  • Delegated Authentication: The integration allows for delegated authentication, meaning that users can authenticate against AD without needing direct access to the AD environment. This feature simplifies the authentication process while maintaining security. 

Prerequisites

Okta Tenant: 

  • You must possess an account with Super Admin role privileges. 

On-Premises Active Directory: 

  • The host server should have at least two CPUs and a minimum of 8 GB RAM.  
  • Host server running Windows server 2016 & above.  
  • .NET framework 4.6.2 and above.  
  • The host server should be a member server part of the same domain.  
  • Okta agent installation wizard should be executed from the host server.  
  • An account with Domain administrator privileges for domain discovery & AD agent application installation in the host server.  
  • Delegated Authentication – Enables the users to use their AD credentials to access Okta & downstream applications. This feature is enabled by default.

Usecase Overview:

Check out the video below to explore Okta’s Universal Directory and how it works with Active Directory integration. Along with that, benefits of Universal Directory & the integration flow.

Technical Demonstration – Integration flow:

Here’s a technical demonstration, a step-by-step approach explaining the integration between Active Directory and Okta.

Conclusion 

Integrating Active Directory with Okta not only streamlines identity management but also enhances security and user experience. With Okta’s Universal Directory, organizations can manage user identities more effectively, ensuring that they are well-equipped to handle the demands of a cloud-first world. This integration empowers IT teams to focus on strategic initiatives rather than being bogged down by the complexities of traditional identity management systems. 

Reference Links

Active Directory Integration | Okta Docs

User Management | Okta Docs