SSO Configuration: Okta

This article will walk through how to set up Casebook Single Sign On with Okta.

Step 1: Create new App Integration

In this step, you will integrate Casebook as an application in Okta to establish a trust relationship between the applications. 

To add a new application in Okta

  1. Select Create new App Integration.

  2. Select SAML 2.0, then select Next. 1-Sep-12-2022-06-57-45-92-PM
  3. Enter App Name, then select Next.  (Logo is optional)2-Sep-12-2022-06-58-25-43-PM
  4. In Casebook, copy the Reply URL under Step 2.Screen Shot 2022-09-29 at 11.57.43 AM 2
  5. Back in Okta, in the Single Sign On URL field, enter the Reply URL you copied previously from Casebook, as shown below. Select Save. 3-Sep-12-2022-07-01-21-16-PM
  6. In Casebook, copy the Identifier Entity ID under Step 1. Screen Shot 2022-09-29 at 11.57.43 AM
  7. Back in Okta, in the Audience URI (SP Entity ID) field, enter the Identifier Entity ID you copied previously from Casebook, as shown below. Select Save.3 2
  8. Leave Default RelayState blank. 
  9. Change the Name ID Format  from Unspecified to EmailAddress.3 2 2
  10. Change Application Username from Okta Username to Email.3 2 3
  11. Select Show Advanced Settings
    1. Change Assertion Signature to Unsigned. 
    2. Leave all other settings as they are.3 2 4
  12. Under the Attribute Statements section, add the following values: 
    1. Name = email 
    2. Name format = unspecified
    3. Value = 4-Sep-12-2022-07-08-59-29-PM
  13. Select Next. 
  14. On the next step (Feedback) select the following: 
    1. I'm an Okta customer adding an internal app.
    2. This is an internal app that we've created.5-Sep-12-2022-07-10-52-44-PM
  15. Select Finish.
  16. Navigate to the Sign On tab.
  17. Under SAML Signing Certificates, select Actions in the SHA-2 row, select View IdP Metadata, as shown below. 6-3
  18. Selecting View IdP Metadata will automatically open a new tab. Copy the URL (keep this handy for a later step) of the new tab.

Step 2: Assign Users to Application 

  1. Navigate to the Assignments tab.
  2. Select Assign to add Users or Groups. 7-3

Step 3: Add Metadata URL to Casebook

  1. Paste the Metadata URL (previously copied) into Step 3 Casebook Metadata. Screen Shot 2022-09-29 at 11.57.43 AM 3
  2. Type "email" into Step 4 Map Your SSO Email Field in Casebook. 
  3. Select Turn on Single Sign On.Screen Shot 2022-09-29 at 11.57.43 AM 4-1