I tried creating a user using Okta CSV Integration

Introduction

This time, I will explain the operation and use cases when using Okta 's CSV Integration function.

Read this blog to understand Okta 's flexibility. Please use it as an IDaaS examination material for companies with multiple group companies.

What is CSV Integration?

The CSV Integration function is a function that periodically acquires CSV information that is the master of the account and creates / updates / deletes Okta users.

This method is often used by customers whose corporate user information is managed by personnel systems.

A specific image is shown below.

Overview of CSV Intergration

As an image,

  • Generate a CSV file containing user information from the HR system or internal DB
  • Save CSV file to on-premise server
  • The Okta Provisiong Agent installed on the on-premises server reads the information from the CSV file
  • Create an account on Okta

From here, we will introduce actual use cases and how to set them up.

Use Case

This time, we will describe it assuming that all user information of multiple group companies will be synchronized with Okta.

The configuration is as follows.

This time, we will describe it assuming that all user information of multiple group companies will be synchronized with Okta.

Configuration image

  • Output a CSV file from each company's DB and store it on the on-premise server
  • Okta Provisioning Agent periodically goes to read CSV file
  • Synchronize user information to Okta
  • Created user provisioned to SaaS
  • Single sign-on to each system

Okta allows importing users from multiple identity sources, so the above configuration is possible.

Setting method

  • Install Okta Provisioning Agent from Okta admin
    *Obtained from Settings>Downloads>Okta Provisioning Agent
  • Start the Exe file on the on-prem server and make various settings
  • Configure the settings for CSV Integration from the Okta management screen
  • Carry out the import
    *Importing manually this time

CSV file used this time

When the red frame is imported, the user is imported on Okta

  • Check the user to be imported and create the user on Okta
    *In the case of Okta, accounts can be created without being aware of the user's domain.

CSV file used this time

  • Audience is created on Okta
    *Activate Mail will be automatically sent to users created in Okta.

CSV file used this time

  • When linking with the HR system of another group company, perform steps ① to ⑥

Summary

This time, I explained Okta 's CSV Integration function. Okta is user domain agnostic, making it a flexible solution that can sync from multiple identity sources.

If you are interested in Okta, please feel free to contact us.

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