Create SSO SAML application in Okta

Set up secure, streamlined SAML SSO with Okta in just a few steps

• Pre-requisite
• Step 1: Create a New Application in Okta
• Step 2: Provide the IdP Metadata URL
• Step 3: Assign User to Created Okta Application
• Step 4: Test the SSO Login for Assigned User

Configuring SAML SSO with Okta involves creating a new application, entering the required AlphaSense metadata, and sharing your IdP Metadata URL to complete the connection. After setup, you can assign users to the application and verify that authentication flows correctly through Okta. This guide walks you through each step needed for a smooth and secure setup.

Pre-requisite

• You have the Single Sign-On URL and Service Provider Entity ID from the Service Provider (AlphaSense) provided to you after step 1 of the Self Service Set Up guide.

Step 1: Create a New Application in Okta

• Navigate to Applications → Create App integration (Requires Okta Admin permission to perform this action).
• Select SAML 2.0 for the Sign-in method and click Next.(AlphaSense SSO implementation supports Spring Security SAML 2.0)
• Fill in General Settings and click Next.
  • App name: name of application (for example, AlphaSense - SSO - Demo)
  • App logo: optional
  • App visibility: optional
• Add Configure SAML and click Next.
  • Single sign-on URL: the information provided after step 1 of the Self Service Set Up guide
  • Check the box "Use this for Recipient URL and Destination URL".
  • Audience URI (entityID): the information provided after step 1 of the Self Service Set Up guide
  • Name ID format: Select EmailAddress as the attribute for SSO authentication in AlphaSense, as it is configured with email addresses and each one is unique to a user.
  • Application username: Select Email to identify users in Okta.Then click Next.
• Click Finish to complete the creation of your new application.

Step 2: Provide the IdP Metadata URL

• Navigate to Sign On tab → Metadata URL:

• Continue with step 3 of the Self Service Set Up guide.

Step 3: Assign User to Created Okta Application

• Go to Assignments tab and then select Assign → Assign to People.
• Find your desired users and assign them.
• Enter the Username. Use the email address as the username, since users are typically created with email addresses. 
  • NOTE: if the AlphaSense username differs from the Okta username, you should replace the username in this field with the AlphaSense username.
• Click “ Save and Go Back ” to complete assignment.
• The user should now be listed under Person.

Step 4: Test the SSO Login for Assigned User

• Navigate to the login page of your deployed AlphaSense application, enter the email of the assigned user, and click Next.
• This will redirect you to the Okta sign in page. Provide user credentials.
• Upon successful login, you will be redirected to your deployed AlphaSense homepage.