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Automatic User Provisioning and Sync between Drupal and Okta

Automatic User Provisioning and Sync between Drupal and Okta


Okta User Sync is an easy-to-use module for Drupal that provides seamless synchronization of user information between Okta and Drupal. It provides a simple and secure way to keep user information in sync, allowing administrators to easily provision users and manage user data with manual, on-demand, or scheduler-based provisioning.

If you need help configuring the Drupal Okta User Sync module, our team is here to help. We can answer any questions you have via email at drupalsupport@xecurify.com or arrange an online meeting to help you set up the module. Also, if you'd like to try the module out for yourself, we offer a 7-day trial with full features, so you can get the most out of the module.

Setup Video Okta User Sync and Provisioning

This video demonstrates how to configure user provisioning and synchronization between Drupal and Okta. Learn how to use the Okta integration with Drupal to automatically create, delete, and update users in Okta when changes are made in Drupal. With this integration, you can keep user accounts in sync across both systems with minimal effort. This video covers the basic setup and configurations you need to get started:


Step to configure User Sync and User Provisioning between Drupal and Okta

This guide provides step by step instructions on how to configure User Sync and User Provisioning between Drupal and Okta (Drupal to Okta synchronization).

1. Setting up Drupal

  • In the Configuration tab, click on the Okta User Sync link.
  • drupal Okta user provisioning and sync - go to configuration tab and select okta sync module
  • Click on the Let’s configure the module button.
  •  drupal Okta user provisioning and sync - click on lets configure module button
  • In step 1, You have to choose how to perform the sync, for Drupal to Okta Sync, click on the Drupal to Okta Synchronization GIF.
  •  drupal okta user provisioning and sync - select drupal to okta synchronization

2. Integrating Drupal with Okta

  • In Step 2, you will have to configure the below-mentioned values from Okta into Drupal.
  • drupal okta user provisioning and sync - enter the required information from okta application

    2.1 Okta Base URL

    • The Okta base URL is nothing but the base URL for the Org Authorization Server or your Okta Domain. For example, https://${yourOktaDomain}. Copy this base URL.
    • Paste the copied base URL in the Drupal’s Okta Base URL text field.

    2.2 Okta Bearer Token

    • To Generate your Okta Bearer Token, log in to your Okta Dashboard with admin credentials.
    • From the left menu bar click on the Security option and from the dropdown sub-menu, click on the API option.
    • drupal okta user provisioning and sync - from the left manu bar click on security and select api
    • On API Page, click on the Tokens options and then click on the Create token button.
    • drupal okta user provisioning and sync - on api page click on tokens and then select create token
    • In Create token window, enter the name for the token, and click on Create token button.
    • drupal okta user provisioning and sync - enter the name of token and click on create token button
    • After that, it will generate the Bearer token. To copy the Token Value, you can simply click on the clipboard icon.
    • drupal okta user provisioning and sync - then copy the generated token value simply click on clipboard icon
    • Paste the copied bearer token in the Drupal’s Okta Bearer Token text field.
    • drupal okta user provisioning and sync - copied generate token from okta and paste it

    2.3 Test UPN/ID

    • In the Test UPN/ID field you will have to enter the user email id which is present in your Okta portal.
    • Once done with all the configurations, click on the Save and Test Configuration button.
    • If the Test Configuration is successful, you will receive a success message like:
    • drupal okta user provisioning and sync - when you click on save and test configuration button you will received success message
    • If you want, you can click on the link in the success message to check the attributes received from Okta.
    • drupal okta user provisioning and sync - see the test configuration result
    • Alternatively, if there is an error in the integration of Okta with Drupal, then you can check the cause of the error by following the link in the error message or scrolling down to the Test Configuration Result section.
    • drupal okta user provisioning and sync - if there is receive error message in integration of okta with drupal, then you check possible cause
    • Once successful integration, click on the Next button.

3. Provisioning / Synchronization

  • In STEP 3, you can choose the method to provision the user.

    3.1 Manual / On-demand Provisioning

    • In Manual/On-demand Provisioning you can manually sync the user with Okta.
    • For this, click on the Configure button of the Manual/On-Demand Provisioning section.
    • drupal okta user provisioning and sync - click on configure button of manual on demand provisioning
    • Under the Manual Provisioning Configuration section, check the checkbox of Create User and click on the Save button.
    • check the checkbo of create user and click on save button
    • Once saved, you can find the Sync Users section below.
    • In the search field, you can enter the username of Drupal’s user and then click on the Sync button.
    • you can find the sync users, in the search field you can enter the user name of drupal user
    • If the provisioning is successful, you will receive the following status message:
    • drupal okta user provisioning and sync - if provisioning is successfull, you will received success message
    • Alternatively, if there is an error in provisioning the user account to Okta, you can check the cause of the error by following the link in the error message.
    • drupal okta user provisioning and sync - if there is error in the provisioning the user account to okta, you can check possible casues of following link
    • This method creates the user in okta without a password and staged state. Admin has to activate that user from the Okta portal separately.

      3.1.1 Activate User In Okta

      • To activate the user, navigate to the Okta portal.
      • From the left side menu bar, click on the Directory and then click on the People option from the drop-down menu.
      • drupal okta user provisioning and sync - from left navigation menu, click on Directory and select People
      • In front of the newly created user, you can see the Activate link. Click on that link to activate the user.
      • drupal okta user provisioning and sync - click on the activate link
      • In the pop-up, click on the Activate Person button.
      • drupal okta user provisioning and sync - click on the activate person button
      • This will send the Activation link to the user, and the user can set the password to log in.

    3.2 Automatic Provisioning

    • This method allows you to automatically create a new user in Okta once the account is created in Drupal.
    • Click on the Configure button of the Automatic Provisioning section.
    • drupal okta user provisioning and sync - click on the configure button of automatic provisioning
    • Under the Automatic Provisioning Configuration section, check the Create User checkbox.
    • You can see the two options to create the user in Okta:
    • 3.2.1 Create the user without credentials

      • In this method, the user has to set the password manually after the sync with okta.

      3.2.2 Create the user with credentials:

      • In this method, the Drupal Password will sync with the Okta and the user can log into the okta using the same password.
      • Choose one of the methods and click on the Save button.
      • drupal okta user provisioning and sync - select user creation method as per your choice
    • Now, you can try to create a new user on the Drupal site and check the logs by navigating to Reports -> Recent log messages and using the user_provisioning filter.
    • This method also creates the user in a staged state. To activate the user, you can follow the steps under the Activate User In Okta section.

Support / Contact Us

  • If you have any questions or queries related to the Drupal Okta Sync module, you can reach out to us by clicking on the support icon present in the bottom right corner of the module or you can simply drop an email to drupalsupport@xecurify.com.
  • drupal okta user provisioning and sync - click on miniorange support icon
    drupal okta user provisioning and sync - of there is any issue contact as miniorange support
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