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OAuth is an open standard for access delegation, commonly used as a way for Internet users to grant websites or applications access to their information on other websites but without giving them the passwords.
Using OAuth you can enable Single Sign Ons for the following portals:
Office 365
To enable Single Sign on for Office 365 from Apex, the following configuration should be done in Office 365 portal.
Web Application
Prerequisites
Prerequisites to be performed in Office 365
Log into Office 365 using https://apps.dev.microsoft.com/.
Figure: Office 365 Login ScreenEnter your Office 365 credentials and login to the portal. My Applications page is displayed.
Figure: My Applications page
Note
Under Converged Applications you can configure both Office 365 and Azure. Under Azure AD only Applications you can configure only Azure.
Click Add an app under Converged Applications. Register your application pop-up page is displayed.
Figure: Register your Application pop-up pageSpecify a name for the application and click Create. The Application ID is displayed.
Figure: Office 365 PageNote
The Application ID displayed here is the Client ID to be used in Apex application.
Click Generate New Password. A New password is generated and displayed in the Pop-up page. This is the only time the password is displayed. Store it securely.
Figure: New Password generated pop-up pageNote
The Password generated here is the Client Secret Key in Apex application.
Click Add Platform under the Platforms section. The Add Platform pop-up page is displayed.
Figure: Add Platform Pop-up pageOn the Add Platform pop-up page, select Web.
Specify the Redirect URL. This URL is your Apex Web Application login URL. (Eg: https://baseurl/Apex_SAMLResponse.aspx).
Note
The Redirect URL you provide here should be entered in the Redirect URL field in application.
The Delegated Permissions (user.read) displayed in the Microsoft Graph Permissions section should be entered in the Scope field of application.
Figure: Microsoft Graph PermissionsClick SAVE after all the above actions are performed.
Figure: Office 365 page
Configure in Apex application
To Configure SSO for Office 365 from Apex, perform the following steps:
Navigate to Admin > Infrastructure > SSO Configuration.
The SSO Configuration page is displayed.On the SSO Configuration page, select OAuth under the Authentication Type and click Add New on the right action panel.
.png?sv=2022-11-02&spr=https&st=2026-03-04T03%3A40%3A16Z&se=2026-03-04T04%3A20%3A16Z&sr=c&sp=r&sig=9lXXnHIQjugg%2Fj8zp%2BjDwFDjecUfoCi46aqZEaJmobY%3D)
Figure: SSO Configuration: OAuth_Office 365Specify the required details and click Submit. For more details about the fields on the SSO Configuration page, see Field Description.
Field Description
The following table describes the fields on the SSO Configuration page:
Fields | Description |
Domain | Select the domain name from the list. The OAuth based authentication will be configured for the selected domain. |
URL | Specify the Mobile Web Service URL. Example: https://baseurl/mobilews |
Grant Type | Select the Grant Type as Authorization Code from the drop-down list. |
Authorization URL | Specify the following Authorization URL: https://login.microsoftonline.com/common/oauth2/v2.0/authorize |
Access Token URL | Specify the following Access Token URL: https://login.microsoftonline.com/common/oauth2/v2.0/token |
Client ID | Specify the Client ID. This is the Application ID from Office 365 portal. Refer to Prerequisites section for more information about this field. |
Client Secret Key | Specify the Client Secret Key. This is the Password generated from Office 365 portal. Refer to Prerequisites section for more information about this field. |
User Information URL | Specify the following User Information URL: |
Redirect URL | Specify the Redirect URL. This is the same URL you have specified in the Redirect URL field of Office 365 portal. Eg: https://baseurl/Apex_SAMLResponse.aspx |
ACS URL | Specify the ACS URL. |
Include ACS URL | If selected, the ACS URL is included. |
Scope | Specify the Scope as user.read. This is from the Delegated Permissions section of Office 365 portal. |
Response Attribute | Specify the Response Attribute as mail. |
User Creation | Upon enabling this checkbox, the user is created if that user is not available in Apex database but wants to login into the application using OAuth authentication method. |
Time Zone | Select the timezone from the drop-down list. The selected timezone will be assigned to the newly created user.
|
Template Name | Select the role template from the list. The selected role template will be assigned to the newly created user.
|
Logo | Upload a logo. The uploaded logo is displayed on the Login Screen. The logo image width should be less than 300px and height should be less than 48px. Supported Image formats are .gif, .jpeg, .jpg, .png, .bmp. |
For Mobile
Prerequisites to be performed in Office 365
Log into Office 365 using https://apps.dev.microsoft.com/.
Figure: Office 365 Login ScreenEnter your Office 365 credentials and login to the portal. My Applications page is displayed.
Figure: My Applications pageNote
Under Converged Applications you can configure both Office 365 and Azure. Under Azure AD only Applications you can configure only Azure.
Click Add an app under Converged Applications. Register your application pop-up page is displayed.
Figure: Register your Application pop-up pageSpecify a name for the application and click Create. The Application ID is displayed.
Figure: Office 365 PageNote
The Application ID displayed here is the Client ID to be used in application.
Click Generate New Password. A New password is generated and displayed in the Pop-up page. This is the only time the password is displayed. Store it securely.
Figure: New Password generated pop-up pageNote
The Password generated here is the Client Secret Key in application.
Click Add Platform under the Platforms section. The Add Platform pop-up page is displayed.
Figure: Add Platform Pop-up pageOn the Add Platform pop-up page, select Web.
Specify the Redirect URL. This URL is your Apex Web Application login URL. (Example: https://baseurl/Apex_Weblogin.aspx).
Note
The Redirect URL you provide here should be entered in the Redirect URL field in the application.
The Delegated Permissions (user.read) displayed in the Microsoft Graph Permissions section should be entered in the Scope field of the application.
Figure: Microsoft Graph Permissions sectionClick SAVE after all the above actions are performed.
Figure: Office 365 page
Configuration in Apex Application
To Configure SSO for Office 365 from Apex, perform the following steps:
Select Admin > Infrastructure > SSO Configuration. The SSO Configuration page is displayed.
On the SSO Configuration page, select OAuth under the Authentication Type and click Add New on the Actions Panel.
.png?sv=2022-11-02&spr=https&st=2026-03-04T03%3A40%3A16Z&se=2026-03-04T04%3A20%3A16Z&sr=c&sp=r&sig=9lXXnHIQjugg%2Fj8zp%2BjDwFDjecUfoCi46aqZEaJmobY%3D)
Figure: SSO Configuration: OAuth_Office 365Specify the required details and click Submit. For more details about the fields on the SSO Configuration page, see Field Description.
Field Description
The following table describes the fields on the SSO Configuration page:
Fields | Description |
Domain | Select the domain name from the list. The OAuth based authentication will be configured for the selected domain.
|
URL | Specify the Mobile Web Service URL. Example: https://baseurl/mobilews |
Grant Type | Select the Grant Type as Authorization Code from the drop-down list. |
Authorization URL | Specify the following Authorization URL: https://login.microsoftonline.com/common/oauth2/v2.0/authorize |
Access Token URL | Specify the following Access Token URL: https://login.microsoftonline.com/common/oauth2/v2.0/token |
Client ID | Specify the Client ID. This is the Application ID from Office 365 portal. Refer to Prerequisites section for more information about this field. |
Client Secret Key | Specify the Client Secret Key. This is the Password generated from Office 365 portal. Refer to Prerequisites section for more information about this field. |
User Information URL | Specify the following User Information URL: |
Redirect URL | Specify the Redirect URL. This is the same URL you have specified in the Redirect URL field of Office 365 portal. Eg: https://baseurl/Apex_SAMLResponse.aspx |
ACS URL | Specify the ACS URL. |
Include ACS URL | If selected, the ACS URL is included. |
Scope | Specify the Scope as user.read. This is from the Delegated Permissions section of Office 365 portal. |
Response Attribute | Specify the Response Attribute as mail. |
User Creation | Upon enabling this checkbox, the user is created if that user is not available in Apex database but wants to login into the application using OAuth authentication method. |
Time Zone | Select the time zone from the drop-down list. The selected time zone will be assigned to the newly created user.
|
Template Name | Select the role template from the list. The selected role template will be assigned to the newly created user.
|
Logo | Upload a logo. The uploaded logo is displayed on the Login Screen. The logo image width should be less than 300px and height should be less than 48px. Supported Image formats are .gif, .jpeg, .jpg, .png, .bmp. |
Azure
To enable Single Sign on for Azure from Apex, the following configuration should be done in Azure portal.
Web Application
To Configure SSO for Azure from Apex, perform the following steps:
Select Admin > Infrastructure > SSO Configuration. The SSO Configuration page is displayed.
On the SSO Configuration page, select OAuth under the Authentication Type and click Add New on the Actions Panel.
.png?sv=2022-11-02&spr=https&st=2026-03-04T03%3A40%3A16Z&se=2026-03-04T04%3A20%3A16Z&sr=c&sp=r&sig=9lXXnHIQjugg%2Fj8zp%2BjDwFDjecUfoCi46aqZEaJmobY%3D)
Figure: SSO Configuration: OAuth_Azure
Specify the required details and click Submit. For more details about the fields on the SSO Configuration page.
Field Description
The following table describes the fields on the SSO Configuration page:
Fields | Description |
Domain | Select the domain name from the list. The Azure OAuth based authentication will be configured for the selected domain.
|
URL | Specify the Mobile Web Service URL. Example: https://baseurl/mobilews |
Grant Type | Select the Grant Type as Authorization Code from the drop-down list. |
Authorization URL | Specify the following Authorization URL: https://login.microsoftonline.com/common/oauth2/authorize |
Access Token URL | Specify the following Access Token URL: |
Client ID | Specify the Client ID. This is the Application ID from Azure portal. Refer to Prerequisites section for more information about this field. |
Client Secret Key | Specify the Client Secret Key. This is the Password generated from Azure portal. Refer to Prerequisites section for more information about this field. |
User Information URL | Specify the following User Information URL: |
Redirect URL | Specify the Redirect URL. This is the same URL you have specified in the Redirect URL field of Azure portal. Eg: https://baseurl/Apex_SAMLResponse.aspx |
ACS URL | Specify the ACS URL. |
Include ACS URL | If selected, the ACS URL is included. |
Scope | Specify the Scope as user.read |
Response Attribute | Specify the Response Attribute as userPrincipalName.
|
User Creation | Upon enabling this checkbox, the user is created if that user is not available in Apex database but wants to login into the SummtAI application using Azure OAuth authentication method. |
Time Zone | Select the time zone from the drop-down list. The selected time zone will be assigned to the newly created user.
|
Template Name | Select the role template from the list. The selected role template will be assigned to the newly created user.
|
Logo | Upload a logo. The uploaded logo is displayed on the Login Screen. The logo image width should be less than 300px and height should be less than 48px. Supported Image formats are .gif, .jpeg, .jpg, .png, .bmp. |
For Mobile
Prerequisites
Prerequisites to be performed in Azure Portal:
Go to https://portal.azure.com. The login page is displayed.
Login to the application with valid Azure credentials.
On the menu, click Azure Active Directory, then click App Registrations.

Figure: Azure Active Directory MenuClick New registration.
Figure: New Application Registration MenuSpecify the name and select supported account types. Click Register.
Figure: Registering ApplicationThe application is Registered and displayed in the list. Click the newly created application.
Figure: Application Registration - OAuth Mobile Note
The Application ID displayed here is the Client ID to be specified in Apex application.
Click Add a certificate or secret.
The Certificate & secrets screen is displayed.
Figure: Certificates & secretsClick New client secret.
Figure: Add a client secretEnter the client secret description and expires time. Click Add.
Figure: Certificate & secretClick Add a Redirect URL from Registered Application page.
The Platform configuration screen is displayed.
Figure: Authentication - Platform configurationClick Add a Platform.
The Configure platforms section is displayed.
Figure: Authentication - Configure platformsClick Web widget from Web application section.
Specify the redirect URLs from Configure Web screen and click Configure.
The URL must be Mobile App base Web Service URL should have the suffix /SSO/MobileSAMLResponse.aspx.
Figure: Configure Web
Figure: Authentication - Redirect URLOn completing all the configuration, the registered application screen is displayed with Application ID, Directory ID, Client credentials, and Redirect URL (web).
Figure: OAuth Mobile - Configuration.
Note
In the event of any alterations are found in the Azure application screenshots, you can refer the generic Azure register documentation link to access the updated information:
Link: https://learn.microsoft.com/en-us/azure/active-directory/develop/quickstart-register-app
OR
Prerequisites to be performed in Office 365
Log into Office 365 using https://apps.dev.microsoft.com/.
Figure: Office 365 Login ScreenEnter your Office 365 credentials and login to the portal. My Applications page is displayed.

Figure: My Applications page
Note:
Under Converged Applications you can configure both Office 365 and Azure. Under Azure AD only Applications you can configure only Azure.
Click Add an app under Converged Applications. Register your application pop-up page is displayed.
Figure: Register your Application pop-up pageSpecify a name for the application and click Create. The Application ID is displayed.
Figure: Office 365 Page
Note:
The Application ID displayed here is the Client ID to be used in application.
Click Generate New Password. A New password is generated and displayed in the Pop-up page. This is the only time the password is displayed. Store it securely.
Figure: New Password generated pop-up page
Note:
The Password generated here is the Client Secret Key in application.
Click Add Platform under the Platforms section. The Add Platform pop-up page is displayed.
Figure: Add Platform Pop-up pageOn the Add Platform pop-up page, select Web.
Specify the Redirect URL. This URL is your Apex Web Application login URL. (Eg: https://baseurl/Apex_Weblogin.aspx).
Note
The Redirect URL you provide here should be entered in the Redirect URL field in application.
The Delegated Permissions (user.read) displayed in the Microsoft Graph Permissions section should be entered in the Scope field of application.

Figure: Microsoft Graph Permissions section
Click SAVE after all the above actions are performed.

Figure: Office 365 page
Configuration in application
To Configure SSO for Azure from Apex, perform the following steps:
Navigate to Admin > Infrastructure > SSO Configuration. The SSO Configuration page is displayed.
On the SSO Configuration page, select OAuth under the Authentication Type and click Add New on the Actions Panel.

Figure: OAuth Authentication Type
Specify the required details and click Submit. For more details about the fields on the SSO Configuration page, see Field Description.
Field Description
The following table describes the fields on the SSO Configuration page:
Fields | Description |
Domain | Select the domain name from the list. The Azure OAuth based authentication will be configured for the selected domain. |
URL | Specify the Mobile Web Service URL. Example: https://baseurl/mobilews |
Grant Type | Select the Grant Type as Authorization Code from the drop-down list. |
Authorization URL | Specify the following Authorization URL: https://login.microsoftonline.com/common/oauth2/v2.0/authorize (If Configured from Office 365) |
Access Token URL | Specify the following Access Token URL: https://login.microsoftonline.com/common/oauth2/v2.0/token (If Configured from Office 365) |
Client ID | Specify the Client ID. This is the Application ID from Azure portal. Refer to Prerequisites section for more information about this field. |
Client Secret Key | Specify the Client Secret Key. This is the Password generated from Azure portal. Refer to Prerequisites section for more information about this field. |
User Information URL | Specify the following User Information URL: |
Redirect URL | Specify the Redirect URL. This is the same URL you have specified in the Redirect URL field of Azure portal. Eg: https://baseurl/Apex_Weblogin.aspx |
ACS URL | Specify the ACS URL. |
Include ACS URL | If selected, the ACS URL is included. |
Scope | Specify the Scope as user.read |
Response Attribute | Specify the Response Attribute as userPrincipalName . |
User Creation | Upon enabling this checkbox, the user is created if that user is not available in Apex database but wants to login into the application using Azure OAuth authentication method. |
Time Zone | Select the time zone from the drop-down list. The selected time zone will be assigned to the newly created user. Note: This field is displayed only when the User Creation checkbox is enabled. |
Template Name | Select the role template from the list. The selected role template will be assigned to the newly created user. Note: This field is displayed only when the User Creation checkbox is enabled. |
Logo | Upload a logo. The uploaded logo is displayed on the Login Screen. The logo image width should be less than 300px and height should be less than 48px. Supported Image formats are .gif, .jpeg, .jpg, .png, .bmp. |
Facebook
To enable Single Sign on for Facebook from Apex, the following configuration should be done in Facebook application:
For Web Application
Prerequisites to be performed in Facebook
Log into Facebook using https://developers.facebook.com/. Click Log In.
Figure: Login PageThe Facebook login page is displayed. Specify your User Name and Password and click Log In. If you do not have an account already, click Create New Account to Sign up.
Figure: Facebook Login ScreenOn the top right corner, hover your mouse over My Apps, and then click Add a New App.
Figure: Add a New AppCreate a New App ID pop-up page is displayed. Specify a Display Name and Contact Email, and then click Create App ID.
Figure: Create App ID pageYou are redirected to the Dashboard page. The App ID is displayed on the top left corner of the page. Click Show to view the App Secret.
Note:
The App ID displayed here should be entered in the Client ID field of application.
The Client Secret displayed here should be entered in the Client Secret Key field of application.

Figure: Dashboard page
Click Settings > Basic. Specify the required information in the fields. Select the Category as Utility & Productivity.
Figure: Settings pageClick Add Platform. The Select Platform pop-up page is displayed. Select Website.
Figure: Select Platform PageSpecify the Site URL and click Save Changes.
Figure: Basic Settings pageClick Advanced and Allow API Access to App Settings.
Figure: Advanced Settings PageClick Save Changes.
Click App Review and make your app Public by clicking Yes.
Figure: App Review PageClick Add Product and select Facebook Login.
Figure: Add ProductUnder the Valid OAuth redirect URLs section, specify a Re-direct URL.
Figure: Redirect URL
Note:
The Redirect URL specified here should be entered in the Redirect URL field of application.
Configuration in application
To Configure SSO for Facebook from Apex, perform the following steps:
Select Admin > Infrastructure > SSO Configuration. The SSO Configuration page is displayed.
On the SSO Configuration page, select OAuth under the Authentication Type and click Add New on the Actions Panel.
Specify the required details and click Submit. For more details about the fields on the SSO Configuration page, see Field Description.
Field Description
The following table describes the fields on the SSO Configuration page:
Fields | Description |
Domain | Select the domain name from the list. The Facebook OAuth based authentication will be configured for the selected domain. |
URL | Specify the Mobile Web Service URL. Example: https://baseurl/mobilews |
Grant Type | Select the Grant Type as Authorization Code from the drop-down list. |
Authorization URL | Specify the following Authorization URL: |
Access Token URL | Specify the following Access Token URL: |
Client ID | Specify the Client ID. This is the Application ID from Facebook portal. Refer to Prerequisites section for more information about this field. |
Client Secret Key | Specify the Client Secret Key. This is the Password generated from Facebook portal. Refer to Prerequisites section for more information about this field. |
User Information URL | Specify the following User Information URL: |
Redirect URL | Specify the Redirect URL. This is the same URL you have specified in the Redirect URL field of Facebook portal. Eg: https://baseurl/Apex_SAMLResponse.aspx |
ACS URL | Specify the ACS URL. |
Include ACS URL | If selected, the ACS URL is included. |
Scope | Specify the scope as email,public_profile |
Response Attribute | Specify the Response Attribute as email. |
User Creation | Upon enabling this checkbox, the user is created if that user is not available in Apex database but wants to login into the SummtAI application using Facebook OAuth authentication method. |
Time Zone | Select the timezone from the drop-down list. The selected timezone will be assigned to the newly created user. Note: This field is displayed only when the User Creation checkbox is enabled. |
Template Name | Select the role template from the list. The selected role template will be assigned to the newly created user. Note: This field is displayed only when the User Creation checkbox is enabled. |
Logo | Upload a logo. The uploaded logo is displayed on the Login Screen. The logo image width should be less than 300px and height should be less than 48px. Supported Image formats are .gif, .jpeg, .jpg, .png, .bmp. |
For Mobile
Prerequisites to be performed in Facebook
Log into Facebook using https://developers.facebook.com/. Click Log In.
Figure: Login PageThe Facebook login page is displayed. Specify your User Name and Password and click Log In. If you do not have an account already, click Create New Account to Sign up.
Figure: Facebook Login ScreenOn the top right corner, hover your mouse over My Apps, and then click Add a New App.
Figure: Add a New AppCreate a New App ID pop-up page is displayed. Specify a Display Name and Contact Email, and then click Create App ID.
Figure: Create App ID pageYou are redirected to the Dashboard page. The App ID is displayed on the top left corner of the page. Click Show to view the App Secret.
Note:
The App ID displayed here should be entered in the Client ID field of application.
The Client Secret displayed here should be entered in the Client Secret Key field of application.

Figure: Dashboard page
Click Settings > Basic. Specify the required information in the fields. Select the Category as Utility & Productivity.

Figure: Settings pageClick Add Platform. The Select Platform pop-up page is displayed. Select Website.

Figure: Select Platform PageSpecify the Site URL and click Save Changes.

Figure: Basic Settings pageClick Advanced and Allow API Access to App Settings.

Figure: Advanced Settings PageClick Save Changes.
Click App Review and make your app Public by clicking Yes.

Figure: App Review PageClick Add Product and select Facebook Login.

Figure: Add ProductUnder the Valid OAuth redirect URLs section, specify a Re-direct URL.

Figure: Redirect URL
Note:
The Redirect URL specified here should be entered in the Redirect URL field of application.
Configuration in application
To Configure SSO for Facebook from Apex, perform the following:
Select Admin > Infrastructure > SSO Configuration. The SSO Configuration page is displayed.
On the SSO Configuration page, select OAuth under the Authentication Type and click Add New on the Actions Panel.
Specify the required details and click Submit. For more details about the fields on the SSO Configuration page, see Field Description.
Field Description
The following table describes the fields on the SSO Configuration page:
Fields | Description |
Domain | Select the domain name from the list. The Facebook OAuth based authentication will be configured for the selected domain. |
URL | Specify the Mobile Web Service URL. Example: https://baseurl/mobilews |
Grant Type | Select the Grant Type as Authorization Code from the drop-down list. |
Authorization URL | Specify the following Authorization URL: |
Access Token URL | Specify the following Access Token URL: |
Client ID | Specify the Client ID. This is the Application ID from Facebook portal. Refer to Prerequisites section for more information about this field. |
Client Secret Key | Specify the Client Secret Key. This is the Password generated from Facebook portal. Refer to Prerequisites section for more information about this field. |
User Information URL | Specify the following User Information URL: |
Redirect URL | Specify the Redirect URL. This is the same URL you have specified in the Redirect URL field of Facebook portal. Eg: https://baseurl/Apex_SAMLResponse.aspx |
ACS URL | Specify the ACS URL. |
Include ACS URL | If selected, the ACS URL is included. |
Scope | Specify the scope as email,public_profile |
Response Attribute | Specify the Response Attribute as email. |
User Creation | Upon enabling this checkbox, the user is created if that user is not available in Apex database but wants to login into the application using Facebook OAuth authentication method. |
Time Zone | Select the timezone from the drop-down list. The selected timezone will be assigned to the newly created user. Note: This field is displayed only when the User Creation checkbox is enabled. |
Template Name | Select the role template from the list. The selected role template will be assigned to the newly created user. Note: This field is displayed only when the User Creation checkbox is enabled. |
Logo | Upload a logo. The uploaded logo is displayed on the Login Screen. The logo image width should be less than 300px and height should be less than 48px. Supported Image formats are .gif, .jpeg, .jpg, .png, .bmp. |
Okta
To enable Single Sign on for Okta from Apex, the following configuration should be done in Okta portal.
For Web Application
Prerequisites to be performed in Okta Portal
Prerequisites to be performed in Okta Portal
Sign up in Okta portal using https://www.okta.com/developer/signup/.
Figure: Sign upClick Get Started. Your login URL is displayed. Login to Okta using this URL. You will receive a confirmation mail. Set your password by clicking this link.
Figure: Okta URLSpecify your User Name and Password and click Sign In.
Figure: Okta Login pageOn the top menu, select Security > API.
Figure: Security MenuOn the API page, click Authorization Servers.
Figure: API PageOn the Add Authorization Server pop-up page, Specify Name, Audience, and Description. For more information about these fields, refer https://developer.okta.com/authentication-guide/implementing-authentication/set-up-authz-server.html.
Figure: Add Authorization URL Pop-up pageUnder the Settings section, the issuer field is displayed. Store this URL securely.
Figure: Settings section
Note:
The Issuer URL displayed here should be entered in the Authorization URL, Access Token URL, and User Info URL fields of application.
Select Access Policies and click Add Policy. The Add Policy pop-up page is displayed.
Figure: Add Policies pop-up pageOn the Add Policy pop-up page, specify the Name, and Description and click Create Policy.
Figure: Add Policy page.On the Add New Access Policy page, create Add Rule.
Figure: Add New Access Policy PageOn the Add Rule pop-up page, specify the Rule Name and click Create Rule.
Figure: Add Rule Pop-up pageOn the top menu, hover your mouse over Applications and select Applications.
Figure: ApplicationsOn the Applications page, click Add Application and then click Create New App.
Figure: Add ApplicationOn the Create New Application pop-up page, select the platform as Web and Sign On Method as OpenID Connect.
Figure: Create New App pageOn the Create OpenID page, specify the Application Name and the Redirect URL.
Figure: Create OpenID page
Note:
The Redirect URL specified here should be entered in the Redirect URL field application.
On the General Settings Page, click Edit and select all the available options under Allowed grant types. The Client ID and Client Secret are displayed under Client Credentials section. Store them securely.

Figure: General Settings page
Note:
The Client ID and Client Secret displayed here should be entered in the Client Id and Client Secret Key fields of application.
You can add multiple People or Groups to the application under the Assignments section.

Figure: Add Assignment page
Configuration in application
To Configure SSO for Okta from Application, perform the following steps:
Navigate to Admin > Infrastructure > SSO Configuration. The SSO Configuration page is displayed.
On the SSO Configuration page, select OAuth under the Authentication Type and click Add New on the Actions Panel.
Specify the required details and click Submit. For more details about the fields on the SSO Configuration page, see Field Description.
Field Description
The following table describes the fields on the SSO Configuration page:
Fields | Description |
Domain | Select the domain name from the list. The Facebook OAuth based authentication will be configured for the selected domain. |
URL | Specify the Mobile Web Service URL. Example: https://baseurl/mobilews |
Grant Type | Select the Grant Type as Authorization Code from the drop-down list. |
Authorization URL | Specify the following Authorization URL: |
Access Token URL | Specify the following Access Token URL: |
Client ID | Specify the Client ID. This is the Application ID from Okta portal. Refer to Prerequisites section for more information about this field. |
Client Secret Key | Specify the Client Secret Key. This is the Password generated from Okta portal. Refer to Prerequisites section for more information about this field. |
User Information URL | Specify the following User Information URL: |
Redirect URL | Specify the Redirect URL. This is the same URL you have specified in the Redirect URL field of Okta portal. Eg: https://baseurl/Apex_SAMLResponse.aspx |
ACS URL | Specify the ACS URL. |
Include ACS URL | If selected, the ACS URL is included. |
Scope | Specify the scope as openid email profile address phone offline_access |
Response Attribute | Specify the Response Attribute as email. |
User Creation | Upon enabling this checkbox, the user is created if that user is not available in Apex database but wants to login into the application using Okta authentication method. |
Time Zone | Select the timezone from the drop-down list. The selected timezone will be assigned to the newly created user. |
Template Name | Select the role template from the list. The selected role template will be assigned to the newly created user. Note: This field is displayed only when the User Creation checkbox is enabled. |
Logo | Upload a logo. The uploaded logo is displayed on the Login Screen. The logo image width should be less than 300px and height should be less than 48px. Supported Image formats are .gif, .jpeg, .jpg, .png, .bmp. |
For Mobile
Prerequisites to be performed in Okta Portal
Prerequisites to be performed in Okta Portal
Sign up in Okta portal using https://www.okta.com/developer/signup/.

Figure: Sign upClick Get Started. Your login URL is displayed. Login to Okta using this URL. You will receive a confirmation mail. Set your password by clicking this link.

Figure: Okta URLSpecify your User Name and Password and click Sign In.

Figure: Okta Login pageOn the top menu, select Security > API.

Figure: Security MenuOn the API page, click Authorization Servers.

Figure: API PageOn the Add Authorization Server pop-up page, Specify Name, Audience, and Description. For more information about these fields, refer https://developer.okta.com/authentication-guide/implementing-authentication/set-up-authz-server.html.

Figure: Add Authorization URL Pop-up pageUnder the Settings section, the issuer field is displayed. Store this URL securely.

Figure: Settings section
Note:
The Issuer URL displayed here should be entered in the Authorization URL, Access Token URL, and User Info URL fields of application.
Select Access Policies and click Add Policy. The Add Policy pop-up page is displayed.

Figure: Add Policies pop-up pageOn the Add Policy pop-up page, specify the Name, and Description and click Create Policy.

Figure: Add Policy page.On the Add New Access Policy page, create Add Rule.

Figure: Add New Access Policy PageOn the Add Rule pop-up page, specify the Rule Name and click Create Rule.

Figure: Add Rule Pop-up pageOn the top menu, hover your mouse over Applications and select Applications.

Figure: ApplicationsOn the Applications page, click Add Application and then click Create New App.

Figure: Add ApplicationOn the Create New Application pop-up page, select the platform as Web and Sign On Method as OpenID Connect.

Figure: Create New App pageOn the Create OpenID page, specify the Application Name and the Redirect URL.

Figure: Create OpenID page
Note:
The Redirect URL specified here should be entered in the Redirect URL field of application.
On the General Settings Page, click Edit and select all the available options under Allowed grant types. The Client ID and Client Secret are displayed under Client Credentials section. Store them securely.

Figure: General Settings page
Note:
The Client ID and Client Secret displayed here should be entered in the Client Id and Client Secret Key fields of application.
You can add multiple People or Groups to the application under the Assignments section.

Figure: Add Assignment page
Configuration in application
To Configure SSO for Okta from Apex, perform the following steps:
Select Admin > Basic > Infrastructure > SSO Configuration. The SSO Configuration page is displayed.
On the SSO Configuration page, select OAuth under the Authentication Type and click Add New on the Actions Panel.
Specify the required details and click Submit. For more details about the fields on the SSO Configuration page, see Field Description.
Field Description
The following table describes the fields on the SSO Configuration page:
Fields | Description |
Domain | Select the domain name from the list. The Facebook OAuth based authentication will be configured for the selected domain. |
URL | Specify the Mobile Web Service URL. Example: https://baseurl/mobilews |
Grant Type | Select the Grant Type as Implicit from the drop-down list. |
Authorization URL | Specify the following Authorization URL: |
Access Token URL | Specify the following Access Token URL: |
Client ID | Specify the Client ID. This is the Application ID from Okta portal. Refer to Prerequisites section for more information about this field. |
Client Secret Key | Specify the Client Secret Key. This is the Password generated from Okta portal. Refer to Prerequisites section for more information about this field. |
User Information URL | Specify the following User Information URL: |
Redirect URL | Specify the Redirect URL. This is the same URL you have specified in the Redirect URL field of Okta portal. Eg: https://baseurl/Apex_Weblogin.aspx |
ACS URL | Specify the ACS URL. |
Include ACS URL | If selected, the ACS URL is included. |
Scope | Specify the scope as openid email profile address phone offline_access |
Response Attribute | Specify the Response Attribute as email. |
User Creation | Upon enabling this checkbox, the user is created if that user is not available in Apex database but wants to login into the application using Okta authentication method. |
Time Zone | Select the timezone from the drop-down list. The selected timezone will be assigned to the newly created user. |
Template Name | Select the role template from the list. The selected role template will be assigned to the newly created user. Note: This field is displayed only when the User Creation checkbox is enabled. |
Logo | Upload a logo. The uploaded logo is displayed on the Login Screen. The logo image width should be less than 300px and height should be less than 48px. Supported Image formats are .gif, .jpeg, .jpg, .png, .bmp. |
Ping Federate
To enable Single Sign on for Ping Federate from Apex, the following configuration should be done in Ping Federate portal.
Prerequisites to be performed in Ping Federate Portal
Login to Ping Federate server.
Figure: Login ScreenOn the Server Configuration tab, click Server Settings.
Figure: Server ConfigurationOn the Server Settings page, configure the tabs as shown below:
System Administration

Figure: System Administration tab
System Info

Figure: System Info tab
Runtime Notifications

Figure: Runtime Notifications tab
Runtime Reporting

Figure: Runtime Reporting tab
Account Management

Figure: Account Management tab
Roles & Protocols
Make sure that Enable OAUTH 2.0 Authorization Server (AS) Role is selected.

Figure: Roles & Protocols tab
Federation Info

Figure: Federation Info tab
System Options

Figure: System Options tab
Metadata Signing

Figure: Metadata Signing tab
Metadata Lifetime
Figure: Metadata Lifetime tab
Summary
Figure: Summary tab
On the Server Configuration page, click Data Stores.
Figure: Data StoresOn the Manage Data Stores page, click Add New Data Store.
Figure: Manage Data StoresOn the Data Store page, configure the tabs as shown below:
Data Store Type
Select the Data Store Type as LDAP.

Figure: Data Store Type tab
LDAP Configuration
Provide your LDAP Credentials.

Figure: LDAP Configuration tab
Summary

Figure: Summary tab
On the Server Configuration page, click Active Directory Domains/Kerberos Realms.
On the Manage AD Domains/Kerberos Realms page, click Add Domain/Realm.
Figure: Add Domain/Realm
Note
To check the configuration, click Test Domain/Realm Connectivity. You should receive a Test Successful message if your configuration is correct.
On the Manage Domain/Realm page, Specify the Domain Name, Username and Password.
Figure: Manage Domain/Realm pageOn the Server Configuration page, click Password Credential Validators.
Figure: Password Credential ValidatorsOn the Password Credential Validators page, click Create New Instance.
Figure: Create New Instance On the Create Credential Validator Instance, configure the tabs as shown below:
Type

Figure: Type
Instance Configuration
Specify the Search Filter as (|(sAMAccountName=${username})(userPrincipalName=${username}))

Figure: Instance Configuration tab
Extended Contract
Add sAMAccountName and userPrincipalName under Extend the Contract.

Figure: Extended Contract tab
Summary
Figure: Summary
On the Identity Provider page, click Adapters.
Figure: AdaptersOn the Manage IDP Adapter Instances page, click Create New Instance.
Figure: Manage IDP Adapter InstancesOn the Create Adapter Instance page, configure the tabs as shown below:
Type
Select Type as HTML Form IdP Adapter.

Figure: Adapter Type
IDP Adapter
Select Password Credential Validator Instance as Password Validator and click Update under Action.
Figure: IDP Adapter
Extended Contract
Under Extend the Contract add domainusername and email.

Figure: Extended Contract
Adapter Attributes

Figure: Adapter Attributes
Adapter Contract Mapping

Figure: Adapter Contract Mapping
Summary
Figure: Summary
On the OAuth Server page, click Create New under Clients.
Figure: OAuth Server pageOn the Client page, configure the tabs as shown below:
Figure: Client page
Note
Client ID: The Client ID you enter above should be entered in the Client ID field of application.
Client Secret: The Client Secret generated above should be entered in the Client Secret Key field of application.
Redirect URL: The Redirect URL you enter above should be entered in the Redirect URL field of application. Example: https://baseurl/Apex_Samlresponse.aspx for Web Application and https://baseurl/Apex_Weblogin.aspx for Mobile Application.
On the OAuth Server page, click Access Token Management under Token Mapping.
Figure: Access Token ManagementOn the Access Token Management page, click Create New Instance.
Figure: Create New InstanceOn the Create Access Token Management Instance, configure the tabs as shown below:
Type
Select the Type as Internally Managed Reference Tokens.
Figure: Access Token Type
Instance Configuration
Figure: Instance Configuration
Session Validation
Figure: Session Validation
Access Token Attribute Contract
Under Extend the Contract, add domainusername, email, group, username.
Figure: Access Token Attribute Contract
Resource URLs
Figure: Resource URLs
Access Control
Figure: Access Control
Summary
Figure: Summary
On the OAuth Server page, click IDP Adapter Mapping.
Figure: IDP Adapter MappingOn the IDP Adapter Mapping page, select HTML Form Adapter from the drop-down list and click Add Mapping. Click Save.
Figure: Add MappingThe Summary page of IDP Adapter Mapping is displayed.
Figure: IDP Adapter SummaryOn the OAuth Server page, click Access Token Mapping.
Figure: Access Token MappingOn the Access Token Attribute Mapping page, select Context as HTML Form Adapter, Access Token Manager as actoken and click Add Mapping. Click Save.
Figure: Access Token Attribute MappingThe Summary page of Access Token Attribute Mapping is displayed.
Figure: SummaryOn the OAuth Server page, click Authorization Server Settings.
Figure: Authorization Server SettingsConfigure the Authorization Server Settings page as shown below:
Figure: Authorization Server SettingsOn the OAuth Server page, click Scope Management.
Figure: Scope ManagementOn the Common Scopes tab, add email under Scope Value.
Figure: Common ScopesOn the OAuth Server page, click OpenID Connect Policy Management.
Figure: OpenID Connect Policy ManagementOn the Policy Management page, click Add Policy.
Figure: Add PolicyOn the Policy Management page, configure the tabs as shown below:
Prerequisites to be performed in Ping Federate Portal
Manage Policy
Figure: Manage Policy
Attribute Contract
Figure: Attribute Contract
Attribute Scopes
Figure: Attribute Scopes
Attribute Sources & User Lookup
Figure: Attribute Sources & User Lookup
Contract Fulfillment
Figure: Contract Fulfillment
Issuance Criteria
Figure: Issuance Criteria
Summary
Figure: Summary
Configuration in application
To Configure SSO for Ping Federate from Apex, perform the following steps:
Select Admin > Infrastructure > SSO Configuration. The SSO Configuration page is displayed.
On the SSO Configuration page, select OAuth under the Authentication Type and click Add New on the Actions Panel.
Specify the required details and click Submit. For more details about the fields on the SSO Configuration page, see Field Description.
Field Description
The following table describes the fields on the SSO Configuration page:
Fields | Description |
Domain | Select the domain name from the list. The Facebook OAuth based authentication will be configured for the selected domain. |
URL | Specify the Web Service URL. Example: https://baseurl/Apexweblogin.aspx |
Grant Type | Select the Grant Type as Authorization Code from the drop-down list. |
Authorization URL | Specify the Authorization URL: |
Access Token URL | Specify the Access Token URL: |
Client ID | Specify the Client ID. This is the Client ID from Ping Federate Server. Refer to Prerequisites section for more information about this field. |
Client Secret Key | Specify the Client Secret Key. This is the Client Secret generated from Ping Federate Server. Refer to Prerequisites section for more information about this field. |
User Information URL | Specify User Information URL |
Redirect URL | Specify the Redirect URL. This is the same URL you have specified in the Redirect URL field of Ping Federate Server. |
ACS URL | Specify the ACS URL. |
Include ACS URL | If selected, the ACS URL is included. |
Scope | Specify the Scope as openid email. |
Response Attribute | Specify the Response Attribute as email. |
User Creation | Upon enabling this checkbox, the user is created if that user is not available in Apex database but wants to login into the application using Okta authentication method. |
Time Zone | Select the timezone from the drop-down list. The selected timezone will be assigned to the newly created user. |
Template Name | Select the role template from the list. The selected role template will be assigned to the newly created user. Note: This field is displayed only when the User Creation checkbox is enabled. |
Logo | Upload a logo. The uploaded logo is displayed on the Login Screen. The logo image width should be less than 300px and height should be less than 48px. Supported Image formats are .gif, .jpeg, .jpg, .png, .bmp. |
Actions
This section explains all the icons displayed on the Actions panel of the SSO Configuration page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the SSO Configurations in the application for OAuth based authentications.
Filters
On the Filters pop-up page, select a domain name from the list and then click Submit. A list of OAuth based authentications configured for the selected domain is displayed.
Add New
Click Add New to configure a new OAuth based authentication for a domain.