# OKTA via SAML

## Prerequisites

1. You must have an Aerofiler subscription that supports Okta integration
2. Aerofiler Support must have enabled Okta integration for your Account

## Supported Features

The following features are supported:

* SP-initiated SSO

## Procedure

1. Contact Aerofiler to ensure the prerequisites have been met.
2. Navigate to **Applications** and choose **Applications** from the dropdown:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FEdZL2PxXoRGsjpGcTWeF%2Fimage.png?alt=media&#x26;token=f4c4f41a-56e4-4ebd-8281-349c43246929" alt=""><figcaption></figcaption></figure>

3. In the Applications page, select **Browse App Catalog**:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2Fbznk5DI53ZFvpnn0Lf0y%2Fimage.png?alt=media&#x26;token=0cc75b12-367a-4749-bbbd-9d8881984364" alt=""><figcaption></figcaption></figure>

4. Search for **Aerofiler** and then click on it:&#x20;

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FkYTnkUtcpWnmOsWcfHua%2FScreenshot%202024-05-28%20at%2010.34.31%E2%80%AFAM.png?alt=media&#x26;token=f12bd3bb-97af-4e9c-979f-54de1897a9c0" alt=""><figcaption></figcaption></figure>

5. Click the **Add** button:&#x20;

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FZlcu4PFhjkl8FeaNQdRb%2FScreenshot%202024-05-28%20at%2010.36.33%E2%80%AFAM.png?alt=media&#x26;token=6750d181-d1ff-43ec-85e4-8bea0d6e6bad" alt=""><figcaption></figcaption></figure>

6. Enter the URL you use to login to Aerofiler (eg <https://acme.aerofiler.com>) then click Done:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FylzAJirD8TDK2R9Bo9li%2Fimage.png?alt=media&#x26;token=17be6181-0dd1-48b6-acc9-290aeb1cbca6" alt=""><figcaption></figcaption></figure>

7. Click the **Sign On** tab, and copy the Metadata URL by pressing the Copy button (you will send this to Aerofiler in a following step):

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FsId2YsXU0qPTjLhVUhBb%2FScreenshot%202024-05-28%20at%2010.37.46%E2%80%AFAM.png?alt=media&#x26;token=3e3f4488-83a5-4ed5-862c-0e77671d73e2" alt=""><figcaption></figcaption></figure>

8. On the same page as above, scroll to the Credentials Details section (at the end) and set the Application username format to Email, then press the Done button:

<figure><img src="https://990055713-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpzhcJuh5qEG7uLa8k3LR%2Fuploads%2FYi11xCCsk98dDO5IamDm%2FScreenshot%202024-05-28%20at%2010.53.56%E2%80%AFAM.png?alt=media&#x26;token=7a8cd001-1c49-4219-880e-80753a0536e1" alt=""><figcaption></figcaption></figure>

9. Send the **Metadata URL** value copied above to Aerofiler.
10. Wait for Aerofiler to confirm that SSO has been setup.
11. Add or Assign users within Okta as per your usual process.

## Testing

Once Aerofiler notifies you that the setup has been completed, the integration should be ready to be used. You can initiate the login process by either of the following ways:

1. Enter your domain directly into your browser e.g. acme.aerofiler.com
2. Initiate login from within your Okta console.