Okta

An Identity Provider (IdP) vouches for the identity of a person through the use of an authentication token. PrinterLogic SaaS uses IdP for several things, including logging in to the Admin Console and portals, deploying printers, releasing print jobs, and more.

If you use an IdP, the Control Panel Application (CPA) only supports badge and PIN authentication.

These steps follow Okta's classic user interface rather than the Developer Console user interface.

Configure Connection

To add and configure enterprise app properties for the PrinterLogic SaaS connection do the following:

  1. Create Okta App.
  2. Add IdP Template.
  3. Configure Single Sign On.
  4. Add the X-509 Certificate.
  5. Complete IdP Settings.
  6. Configure Provisioning.
  7. Add PrinterLogic SaaS Admins.

1. Create Okta App

  1. Log into your Okta Admin Portal.

  2. In the left-side menu, expand Applications and select the Applications option.

    Okta Applications menu expanded to show the sub-option for Applications.

  3. Select Browse App Catalog button.
  4. In the Search field, type PrinterLogic.
  5. Select PrinterLogic SaaS (with support for multiple instances).
  6. Select the Add Integration button.
  7. In the Application label field, type the name you want to give the app.
  8. Select your instance region from the Region drop-down.
  9. Enter your subdomain in the Subdomain field.
  10. Select Done in the lower-right.

App's General Settings tabs with arrows pointing to the Region and Subdomain fields, and the blue Done button is visible in the lower right.

Leave the current browser open to the new app page. To continue the app configuration, you need to open another browser and open the PrinterLogic SaaS Admin Console and access the service provider information.

If the IdP Settings page does not look like the image shown below, you may not be using the latest version and should contact Product Support to upgrade your IdP settings.

2. Add IdP Template

  1. In a separate browser tab, open your PrinterLogic SaaS Admin Console and sign in.
  2. Select Tools then Settings then General, and scroll down to the Identity Provider Settings section.
  3. Select IdP, and then select Add.
  4. Select the identity provider you want to configure in the IdP Template drop-down.
  5. Select SAML2 in the Authentication Protocol section.

  6. In the Provisioning section if you are using SCIM, leave the JIT option unchecked.

    By default, it is assumed you are using SCIM for provisioning. Only select JIT if SCIM is not being used.

  7. In the Name field, enter the name you want displayed on the login button for users, e.g. My Company, Login, Acme Corp, etc.
  8. Scroll down and select the desired enable setting(s).
    • Enable for End Users Login — Allows end users to login using this IdP. (Self-service Portal)
    • Enable for Admin Login — Allows Admin users to login using this IdP. (Admin Console)
    • Both boxes can be checked when using a single IdP, or if the admin and end users use the same IdP to log in.

Keep the IdP Settings screen open so that the Service Provider Information at the bottom is available for the following steps.

IdP Settings window showing the different fields and the Service provider information section.

3. Configure Single Sign On

  1. Select the Sign On tab of the Okta app, then select the Edit link on the right.
  2. Copy the PrinterLogic SaaS Relay State from the Service Provider Information section and paste it into the Okta app's Default Relay State field.
  3. Scroll down to the Okta app's Advanced Sign-on Settings section.
  4. Copy the PrinterLogic SaaS IdP Identifier and paste it into Okta's IDP ID field.
  5. Select Save.

  6. Select View SAML Setup Instructions. A new window displays with the information to copy and paste into PrinterLogic SaaS.

    Sign On tab showing the View SAML setup instructions button on the right.

  7. In Okta's View Setup Instructions window, copy the Login URL/SignOn URL and paste it into the PrinterLogic SaaS SSO URL field.

    SAML Setup instructions window showing the Identity Provider Single Sign-on URL field at the top.

  8. Press Tab to auto-populate the Issuer URL and Issuer ID fields.

Sign On settings window showing the Default Relay State value in place.

4. Add the X-509 Certificate

  1. Return to Okta's View Setup Instructions window and copy the main body of the X-509 Certificate in PEM Text Format.

  2. Paste it into the PrinterLogic SaaS X-509 Certificate field.

    How to configure SAML window showing the X-509 certificate highlighted in the middle.

  3. Select Apply.

  4. Select Save.

    The Admin Group Name field will be left blank unless you are using an Attribute Statement for additional security. Steps to configure that are found in Additional Admin Console Security , and can be setup after the initial IdP configuration.

IdP Settings template showing the X509 cert and other fields configured.

5. Complete IdP Settings

  1. On the PrinterLogic SaaS General page, navigate back to the Identity Provider Settings section.

  2. To have PrinterLogic SaaS prompt your users to authenticate through the IdP when performing any function requiring authorization, such as installing a printer, select the Automatically Open Browser to Login on Desktop Client option.

    If this option is not selected, the user must manually navigate to the IdP login screen to sign in.

  3. We recommend enabling the Use Loopback with SAML2 option. The IdP needs to provide an authentication token to the desktop clients whenever authentication happens. This option allows the client to handle the token and automatically log in without interaction from end users.

    General tab's Identity Provider Settings section with the IdP option selected and two additonal options selected below the IdP.

  4. The option to Use Domain User (Windows only) will automatically authorize domain-joined Windows users and not require login via the configured IdPs.
  5. Select Save in the top-right corner of the General page.

6. Configure Provisioning

The provisioning steps vary depending on whether you are using SCIM or JIT provisioning. Please choose the appropriate option below to view the corresponding steps for the method you are using.

SCIM Provisioning

Enable SCIM Provisioning

  1. Return to the Okta portal and select the app's Provisioning tab.
  2. Select Configure API Integration.
  3. Select Enable API Integration.

Provisioning tab showing the API settings with an arrow pointing to the Enable API Integration checkbox in the middle.

Generate / Apply SCIM Token

  1. In the PrinterLogic SaaSGeneral settings, select the SCIM option in the Identity Provider Settings section.
  2. Select your IdP configuration in the drop-down menu.

  3. Select Generate SCIM Token.

    SCIM section showing the IdP selected in the drop-down, and the Generate SCIM Token button to the right.

    Generating a SCIM token invalidates any previous tokens for that IdP.

  4. Select Proceed.
  5. Copy the token, close the modal, and select Save at the top-right corner of General settings.
  6. Paste the token into the Okta Provisioning tab's API Token field.
  7. Select Test API Credentials. A notification displays if the token was verified successfully.
  8. Select Save in Okta.

Provisioning tab showing the Enable API Integration box checked, the API token filled in, and the Test API Credentials button at the bottom.

Enable the To App Settings

  1. Select To App in the left-side Settings menu.
  2. Select the Edit link to the right.
  3. Check the Enable box for the following.
    1. Create Users.
    2. Update Users.
    3. Deactivate Users.
  4. Select Save in the lower-right.

Provisioning To App tab withthe enable checkboxes for Create Users, Update User Attributes, Deactivate Users, and the Save button is visible in the bottom right corner.

Assign Users / Groups

Please note that Okta does not support assigning the same groups on the Assignments and Push Groups tabs. For example, if you assign "Group A" on the Assignments tab you should not assign "Group A" on the Push Group tab.

The recommended best practice is to create an Okta group that includes all users who will need access to the PrinterLogic SaaS application, which should consist of admin users who require access to the PrinterLogic SaaS Admin Console as well as end users who only need access to the PrinterLogic SaaS Self-service Portal. Assign this group on the "Assignments" tab in Okta, which will provision all the necessary user records into PrinterLogic SaaS without any group membership data. You can then assign your role-specific groups (Admin, Help Desk, etc.) on the "Push Group" tab, which will provision the group membership data needed for RBAC, Portal Security, and Deployment rules in PrinterLogic SaaS.

For reference, see the official Okta documentation on the Push Group tab.

Assignments Tab: Assign Users / Groups

  1. Select the Okta app's Assignments tab.

  2. Select the Assign drop-down.

    App's Assignments tab the left-side Assign menu expanded to show the two sub-options for Assign to People and Assign to Groups.

  3. To grant access for individual users, select Assign to People. To grant access for groups select Assign to Groups.
  4. Search for the desired users / groups and select Assign.
  5. Select Done.
  6. Repeat these steps for any additional users / groups.

Assign app to people/groups pop-up showing a search field and results for the PrinterLogic Admin Portal group, the Assign button to the right of the group, and the Done button in the bottom right.

Push Groups Tab: Assign Groups

If you need to provision group membership information into PrinterLogic SaaS.

  1. Select the Okta app's Push Groups tab.
  2. Select + Push Group.

  3. Select Find groups by name.

    Push Groups tab with the Push Groups button expanded to show the sub-options.

  4. Search for and select the desired group(s).

    Ensure that the groups selected on this tab are NOT the same group/s assigned on the "Assignments" tab.

  5. Under the Match result & push action section verify that + Create Group is selected.

    Push Groups tab showing the selected group and the Create Group option on the right.

  6. Select Save.
  7. Under Push Status, verify that the status changes from Pushing to Active.
  8. Exit Okta.

Push Groups tab showing the pushed groups with the Push Status column value of Active on the far right of the group.

JIT Provisioning

Assign Users

NOTE: When using JIT, the provisioning of group membership associations is not supported. This means you will not be able to configure RBAC roles, printer deployments or portal security roles to groups in PrinterLogic SaaS. All assignments will have to be done to users individually.

  1. Select the Assignments tab.

  2. Select the Assign drop-down.

    App's Assignments tab the left-side Assign menu expanded to show the two sub-options for Assign to People and Assign to Groups.

  3. Select Assign to People to assign individual users.
  4. Search for the desired users the select Assign.
  5. Select Done.
  6. Repeat these steps for any additional users / groups.
  7. Exit Okta.

Assign app to people window showing the Assign and Done buttons.

User Creation

If you wish to use JIT Provisioning, make sure the JIT option in the IdP Settings modal is checked and do not enable SCIM. Doing so will create duplicate users and impact login and user authentication.

JIT does not support the provisioning of group membership associations, so you cannot apply RBAC roles, printer deployments or portal security roles to groups. All assignments have to be done individually for each user.

When using JIT Provisioning, the application creates users during the first sign-in attempt.

  1. Access your PrinterLogic SaaS instance and select Sign in with <IdP Name>.
  2. Attempt to login with your IdP credentials.

  3. This login attempt will fail and return you to the PrinterLogic SaaS login page.

    This is expected. With JIT, this action triggers the user creation in PrinterLogic SaaS.

  4. The following login attempt with valid credentials initiates a typical login sequence.

Administrators who need access to the Admin Console still need to be added to the Tools then Users page using the steps in Admin Console Users .

7. Add PrinterLogic SaaS Admins

For steps on assigning users and roles to the PrinterLogic SaaS Admin Console reference Admin Console Users .