Configure Okta for SSO in your Code42 cloud environment

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Who is this article for?

Incydr Professional and Enterprise

Incydr Basic and Advanced

CrashPlan Cloud

CrashPlan for Small Business

Incydr Professional and Enterprise, yes.

Incydr Basic and Advanced, yes.

CrashPlan Cloud, yes.

Other product plans, yes.

CrashPlan for Small Business, no.

This article applies to Code42 cloud environments.

Other available versions:

On-premises

Overview

This tutorial explains how to configure your Code42 cloud environment to use single sign-on (SSO) with Okta. This article applies to environments in the Code42 cloud only. If you have an on-premises authority server, see Configure Okta for SSO in your Code42 environment.

For instructions about how to use Okta with Code42's provisioning provider feature, see How to provision users to Code42 from Okta.

This article assumes you are already familiar with SSO and the SAML standard. For more information about how Code42 implements SSO, see our Introduction to single sign-on.

Compatible Code42 components

Considerations

Code42 supports service provider-initiated SSO but does not support identity provider-initiated SSO. Therefore, users cannot sign into your Code42 environment from the identity provider's website or application, but instead must log in using a browser bookmark.

Contact support
Contact Code42 support for help with authentication issues caused by interaction with Code42 products. However, troubleshooting authentication issues outside your Code42 environment is beyond the scope of our Customer Champions.

Okta uses SHA-256 for the SAML signature algorithm, and Code42 also uses SHA-256 by default. If you need to change Code42 to use another algorithm, employ the Code42 API to set the requestAuthnSignatureMethod and requestAuthnDigestMethod attributes. For directions, see Use the Code42 API to set SAML attributes.

Before you begin

Verify network connectivity

Configure your private network, Internet, and VPN settings to allow client devices to communicate with your identity provider on ports 80 and 443. Test client connectivity to the identity provider before you proceed.

Step 1: Determine the server URL for your Code42 environment

When you configure Okta to connect to Code42, you must provide the Code42 server URL. Do the following to obtain the server URL:

Sign in to the Code42 console.
Navigate to Administration > Integrations > Identity Management.
Locate the Code42 service provider metadata URL:
- When setting up an authentication provider for the first time, the URL appears on the main screen:
- If you previously set up an authentication provider, the URL appears in the authentication provider details:
Copy the Code42 service provider metadata URL and paste it in the address bar of a new browser window.
Your Code42 environment's metadata details appear.
Find the AssertionConsumerService and its Location URL value, for example, Location="https://example.com/api/SsoAuthLoginResponse". The first portion of the URL is your Code42 server URL, for example, https://example.com. Record this URL for use later. You will enter this URL to the Server URL field in Okta in Step 3.

Step 2: Add the Okta application for Code42

Step 3: Configure Okta's sign on tab

In the Okta Dashboard, go to Applications and select the Code42 app.
On the Sign On tab of the Code42 app, click Edit.
Copy the Identity Provider metadata link. You will need it in the next step.
Next to Server URL, enter the server URL you recorded from Step 1.
Click Save.

Step 4: Add Okta as an authentication provider

Sign in to the Code42 console.
Navigate to Administration > Integrations > Identity Management.
Click Add Authentication Provider.
In Display name, enter an identity provider name to display to users that sign in with SSO.
If your Code42 environment provides more than one SSO identity provider, users see a list of providers to choose from. They must select the provider configured for their Code42 organization.
In Provider's Metadata, ensure that Enter URL is selected and paste the URL for the identity provider metadata XML file.

Custom domains are not supported
When entering the URL for the XML metadata file, custom domains are not supported. You must use the standard domain of your identity provider.
Click Create Provider.
Authentication provider settings appear.

Provider information message

Note the following message on the dialog:
This provider will not be applied to an organization until you update the organization security settings.

Do not apply this authentication provider to organizations yet. You will apply this provider to a test organization and to production organizations in later steps.

(Optional) Code42 recommends using the default settings, but you can use Attribute Mapping to customize mappings between Code42 platform user attributes and authentication provider SSO assertion attributes.
1. Click the Edit icon.
2. Deselect Use default mapping.
3. Configure mapping settings for each Code42 platform user attribute.
  Each field supports up to 128 characters.
  - Username: Specify the SSO identifier or attribute that maps to the Code42 platform username.
    - Select Use nameId to use the SSO name identifier.
    - Select Use attribute tag to enter a custom SSO attribute.
  - Email: Enter the SSO attribute that contains user email addresses.
  - First Name: Enter the SSO attribute that contains user first names.
  - Last Name: Enter the SSO attribute that contains user last names.
4. Click Save.
(Optional) Local Users displays the current user. If there are any other users you want to exempt from using this authentication provider to log in, enter them here.

Step 5: Test SSO authentication

To avoid impacting your production environment, use a test organization to verify that SSO is working properly.

Create a test user in your identity provider.
Sign in to the Code42 console.
Create a test organization.
Configure the test organization to use SSO.
1. Navigate to Administration > Integrations > Organizations, then select the organization.
2. From the action menu in the upper-right, select Edit.
3. Click Security.
4. Edit these settings in the Server section of the panel:
  1. Deselect Inherit security settings from parent.
  2. From Select an authentication method, choose SSO.
    The configured SSO identity providers appear.
  3. Select the identity providers that you want to offer for the organization.
  4. From Select a directory service, select Local.
5. Click Save.
  The Enable Single Sign-on dialog appears.
6. Type ENABLE in the field provided and click Enable.
  The settings are saved to the organization.
7. To verify the settings, re-open the Security tab. Under Choose providers you should see the check box selected for your identity provider.
Create a user in the test organization who matches the identity provider test user.
In the upper-right of the Code42 console, select Account > Sign Out.
Sign back in to the Code42 console as the test user to verify that SSO is working.

Okta sign-in

Step 6: Apply this provider to production organizations

Enable SSO for one or more organizations in your Code42 environment. If two or more authentication providers are offered in your Code42 environment, tell the users in each organization which authentication provider they should choose when they sign in.

Option A: Enable SSO for a specific organization

Sign in to the Code42 console.
Navigate to Administration > Environment > Organizations, then select the organization.
From the action menu, select Edit.
Click Security.
Deselect Inherit security settings from parent.

Disabled inheritance
If you disable inheritance for an organization, that organization is not affected by changes to its parent organization.
From Select an authentication method, choose SSO.
The configured authentication providers appear.
Select the identity providers that you want to offer for the organization.
From Select a directory service, select Local.
Click Save.

Option B: Enable SSO for all organizations

Modify the system-wide organization settings to enable SSO for all organizations.

Sign in to the Code42 console.
Go to Administration > Environment > Organizations.
Click on the top-level organization.
The organization details appear.
From the action menu, select Edit.
Click Security.
From Select an authentication method, choose SSO.
The configured authentication providers appear.
Select the identity providers that you want to offer to your organizations.
From Select a directory service, select Local.
Click Save.
Under each child organization, make sure that Inherit security settings from parent is enabled.
1. Click the child organization.
2. From the action menu, select Edit.
3. Click Security.
4. Enable Inherit security settings from parent.

Step 7: Add new users who sign in with SSO

Assign the Code42 app to users or groups in the Okta dashboard. See Okta's documentation for more information.
Ensure users are set up in Code42. You can add users manually with the Code42 console to an organization that uses SSO, or deploy Code42 apps to users in an organization that uses SSO. The users in Code42 must have first name, last name, and user name (email address) values that match the users' values in Okta.

Add users through provisioning
You can also add new users to your Code42 environment using Okta's provisioning. See How to provision users to Code42 from Okta.

What to expect

Reduced authentication prompts

When users sign in with SSO, they do not need to re-enter credentials for subsequent authentication attempts until the SAML authentication token expires. A SAML token applies to an application rather than a device, which means that a user might need to enter credentials again when signing into a different app.

For example, the single sign-in process differs whether users sign in to the Code42 console or the Code42 app:

Code42 console: When users sign in to the Code42 console, they are redirected in the web browser to sign in to their SSO identity provider. As soon as they sign in to their identity provider, the Code42 console launches.
Code42 app: When users sign in to the Code42 app, following message appears: "To complete the sign in process, go to your web browser. This screen updates automatically once login is successful." A web browser window is automatically opened so they can complete the sign-in process in their SSO identity provider. As soon as they sign in to their SSO identity provider in the provided web browser window, the Code42 app launches.

Lost access to an identity provider

External resources

Wikipedia:
- Single sign-on
- SAML
Okta: Documentation