User Syncing with Okta

Follow these steps to sync attributes from Okta to Simpplr using Simpplr's Okta API integration.

• • Scenarios for syncing fields
  • Select Okta fields to sync
  • Force sync

Scenarios for syncing fields

All attributes are working, but changes are required for the manager attribute to sync. There are two possible scenarios you can run:

Scenario 1

This is applicable if Active Directory is the source account from which you're syncing user data. If you check the Manager attribute in Okta profile for the user, this field will be blank. If you scroll down further, you'll see the manager attribute from Active Directory reads Distinguish Name of manager. You'll need to change this Distinguishing name to Manager email. 

1. Go to Directory > Profile Editor and look for Active Directory on the left hand side. Click Mappings.
2. Ensure that changes are being made from from Active Directory to Okta. You can verify this by seeing the top.
3. Scroll to Manager attribute.
4. Add this function: getManagerUser("active_directory").email. This will convert the Manager DN to Manager email.
5. Run the Full import from Active Directory to Okta.

Scenario 2

Option 1: If Okta is the source account from which you're syncing user data, then you only need to ensure that you have the manager's email address in the Manager attribute.

Option 2: You can create a custom attribute called managerEmail (This is case sensitive). One of these attributes should be a manager email.

Note: For encrypted orgs, mappings need to be as such:

• FirstName - Simpplr__FirstName__c
  
• LastName - Simpplr__LastName__c
  
• Email - Simpplr__Email__c

To add a new attribute:

1. In Okta, from Directory > Profile Editor, find the Okta User (default) profile. Select Add Attribute
2. Select the data type
3. Enter the Display name as managerEmail
4. Enter the Variable name. This can match the Display name
5. Give the attribute a Description; something short but informative
6. Click Save
   

Select Okta fields to sync from within Simpplr

1. Go to Simpplr, go to Manage > Application > People. Go to Provision & sync users.
2. Change the Syncing source to Okta. Note, you must have already completed the initial Okta/Simpplr connection in order for Okta to appear on the dropdown.
3. Choose optionally whether or not you want to create new Simpplr audiences with Okta groups.
4. Check the attributes you want to sync from Okta.
   

   Note:

   The Company field in Simpplr maps to the Organization field in Okta. 
5. For the Hire Date field, enter the Okta field name that contains the hire date. The date must be in YYYY-MM-DD format.
6. If you want to add any custom field, scroll down to Sync additional fields, click Add field.
7. Enter the Okta field name in Field to sync field. The field values must be written as field.oktafieldname, (i.e., profile.oktafieldname).
8. Enter the field name that you want to display in Simpplr in Label singular and Label plural.
9. If you want to display the field in the People directory as one of the searchable filters, select the Display filter on people listing for this field checkbox.
10. Scroll down to Save.

Force sync

1. To run the sync scheduler, go to Manage > Application > Setup > Schedulers.
2. Select SchedulerSimpplrServices and click on the dropdown.
3. Click Run now. This is scheduled to run overnight daily, but Run Now allows you to manually sync with Okta right away.