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Configure Federated Authentication from Okta

This guide shows you how to configure federated authentication using Okta as your IdP .

After integrating Okta and Atlas, you can use your company's credentials to log in to Atlas and other MongoDB cloud services.

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If you are using Okta's built-in MongoDB Cloud app, you can use Okta's documentation.

If you are creating your own SAML app, use the procedures described here.

To use Okta as an IdP for Atlas, you must have:

Throughout the following procedure, it is helpful to have one browser tab open to your Atlas Federation Management Console and one tab open to your Okta account.

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  1. In the Okta top navigation, click the Applications tab.
  2. Click the Add Application button.
  3. Click the Create New App button.
  4. Select Web for the Platform field.
  5. Select SAML 2.0 for the Sign on method field.
  6. Click the Create button.
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  1. Fill in the App name text field with your desired application name.
  2. Optionally, add a logo image and set app visibility.
  3. Click the Next button.
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  1. Click the Download Okta Certificate button.
  2. Rename the downloaded file to have a .cer extension instead of .cert.
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  1. Log in to Atlas.
  2. Use the dropdown at the top-left of Atlas to select the organization for which you want to manage federation settings.
  3. Click Settings in the left navigation pane.
  4. In Manage Federation Settings, click Visit Federation Management App.
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  1. In the FMC dashboard, click the Manage Identity Providers button.
  2. Click the Setup Identity Provider button.
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  1. In the FMC dashboard, fill in the data fields with the following values:

    FieldValue
    Configuration NameA descriptive name of your choosing.
    Issuer URI and Single Sign-On URLClick the Fill With Placeholder Values button to the right of the text fields. You will get the real values from Okta in a later step.
    Identity Provider Signature CertificateClick the Choose File button to upload the .cer file you received from Okta earlier.
    Request BindingHTTP POST
    Response Signature AlgorithmSHA-256
    Apply to OrganizationsSelect organizations to connect to this IdP. When users authenticate through Okta for the first time, Atlas grants them membership in the selected organizations. Manage organization mapping to choose what role these users have within the selected organizations.
  2. Click the Next button.
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  1. In this step, copy values from the Atlas FMC to the Okta Create SAML Integration page.

    Okta Data FieldValue
    Single sign on URL

    Use the Assertion Consumer Service URL from the Atlas FMC.

    Checkboxes:

    • Check Use this for Recipient URL and Destination URL.
    • Clear Allow this app to request other SSO URLs.
    Audience URI (SP Entity ID)Use the Audience URI from the Atlas FMC.
    Default RelayStateLeave blank.
    Name ID formatUnspecified
    Application usernameEmail
    Update application username onCreate and update

  2. Click the Click Show Advanced Settings link in the Okta configuration page and ensure that the following values are set:

    Okta Data FieldValue
    ResponseSigned
    Assertion SignatureSigned
    Signature AlgorithmRSA-SHA256
    Digest AlgorithmSHA256
    Assertion EncryptionUnencrypted
  3. Leave the remaining Advanced Settings fields in their default state.

  4. Scroll down to the Attribute Statements (Optional) section and create four attributes with the following values:

    NameName FormatValue
    emailUnspecifieduser.email
    firstNameUnspecifieduser.firstName
    lastNameUnspecifieduser.lastName
    memberOfUnspecifieduser.groups
    Important With Circle IconCreated with Sketch.Important

    The values in the Name column are case-sensitive. Enter them exactly as shown.

    Info With Circle IconCreated with Sketch.Note

    These values may be different if Okta is connected to an Active Directory. For the appropriate values, use the Active Directory fields that contain a user's first name, last name, and full email address.

  5. Click the Next button in the Okta configuration.
  6. Select the radio button marked I'm an Okta customer adding an internal app.
  7. Click the Finish button.
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  1. On the Okta application page, click View Setup Instructions in the middle of the page.

    Info With Circle IconCreated with Sketch.Note

    The Okta setup instructions appear in a new browser tab.

  2. In the Atlas FMC , click the Finish button to return to the Identity Providers page. Click the Modify button for your newly created IdP .

  3. Fill in the following text fields:

    FMC Data FieldValue
    Issuer URIUse the Identity Provider Issuer value from the Okta Setup Instructions page.
    Single Sign-on URLUse the Identity Provider Single Sign-On URL value from the Okta Setup Instructions page.
  4. Close the Okta setup instructions browser tab.
  5. Click the Next button on the Atlas FMC page.
  6. Click the Finish button the FMC Edit Identity Provider page.
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  1. On the Okta application page, click the Assignments tab.
  2. Ensure that all your Atlas organization users who will use the Okta service are enrolled.

Mapping your domain to the IdP lets Atlas know that users from your domain should be directed to the Login URL for your identity provider configuration.

When users visit the Atlas login page, they enter their email address. If the email domain is associated with an IdP, they are sent to the Login URL for that IdP.

Important With Circle IconCreated with Sketch.Important

You can map a single domain to multiple identity providers. If you do, users who log in using the MongoDB Cloud console are automatically redirected to the first matching IdP mapped to the domain.

To log in using an alternative identity provider, users must either:

  • Initiate the MongoDB Cloud login through the desired IdP , or
  • Log in using the Login URL associated with the desired IdP .

Use the Federation Management Console to map your domain to the IdP :

1
  1. Log in to Atlas.
  2. Use the dropdown at the top-left of Atlas to select the organization for which you want to manage federation settings.
  3. Click Settings in the left navigation pane.
  4. In Manage Federation Settings, click Visit Federation Management App.
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  1. Click Add a Domain.
  2. On the Domains screen, click Add Domain.

  3. Enter the following information for your domain mapping:

    FieldDescription
    Display NameName to easily identify the domain.
    Domain NameDomain name to map.
  4. Click Next.
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You can choose the verification method once. It cannot be modified. To select a different verification method, delete and recreate the domain mapping.

Select the appropriate tab based on whether you are verifying your domain by uploading an HTML file or creating a DNS TXT record:

Upload an HTML file containing a verification key to verify that you own your domain.

  1. Click HTML File Upload.
  2. Click Next.
  3. Download the mongodb-site-verification.html file that Atlas provides.
  4. Upload the HTML file to a web site on your domain. You must be able to access the file at <https://host.domain>/mongodb-site-verification.html.
  5. Click Finish.
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The Domains screen displays both unverified and verified domains you've mapped to your IdP . To verify your domain, click the target domain's Verify button. Atlas shows whether the verification succeeded in a banner at the top of the screen.

After successfully verifying your domain, use the Federation Management Console to associate the domain with Okta:

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Before you begin testing, copy and save the Bypass SAML Mode URL for your IdP . Use this URL to bypass federated authentication in the event that you are locked out of your Atlas organization.

While testing, keep your session logged in to the Federation Management Console to further ensure against lockouts.

To learn more about Bypass SAML Mode, see Bypass SAML Mode.

Use the Federation Management Console to test the integration between your domain and Okta:

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In a private browser window, navigate to the Atlas log in page.
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Beaker IconExample

If your verified domain is mongodb.com, enter alice@mongodb.com.

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If you mapped your domain correctly, you're redirected to your IdP to authenticate. If authenticating with your IdP succeeds, you're redirected back to Atlas.

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You can bypass the Atlas log in page by navigating directly to your IdP 's Login URL. The Login URL takes you directly to your IdP to authenticate.

(Optional) Map an Organization

Use the Federation Management Console to assign your domain's users access to specific Atlas organizations:

1
  1. Log in to Atlas.
  2. Use the dropdown at the top-left of Atlas to select the organization for which you want to manage federation settings.
  3. Click Settings in the left navigation pane.
  4. In Manage Federation Settings, click Visit Federation Management App.
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  1. Click View Organizations.

    Atlas displays all organizations where you are an Organization Owner.

    Organizations which are not already connected to the Federation Application have Connect button in the Actions column.

  2. Click the desired organization's Connect button.
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From the Organizations screen in the management console:

  1. Click the Name of the organization you want to map to an IdP .

  2. On the Identity Provider screen, click Apply Identity Provider.

    Atlas directs you to the Identity Providers screen which shows all IdPs you have linked to Atlas.

  3. For the IdP you want to apply to the organization, click Modify.
  4. At the bottom of the Edit Identity Provider form, select the organizations to which this IdP applies.
  5. Click Next.
  6. Click Finish.
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  1. Click Organizations in the left navigation.
  2. In the list of Organizations, ensure that your desired organization(s) now have the expected Identity Provider.

(Optional) Configure Advanced Federated Authentication Options

You can configure the following advanced options for federated authentication for greater control over your federated users and authentication flow:

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The following advanced options for federated authentication require you to map an organization.

All users you assigned to the Okta application can log in to Atlas using their Okta credentials on the Login URL. Users have access to the organizations you mapped to your IdP .

Important With Circle IconCreated with Sketch.Important

You can map a single domain to multiple identity providers. If you do, users who log in using the MongoDB Cloud console are automatically redirected to the first matching IdP mapped to the domain.

To log in using an alternative identity provider, users must either:

  • Initiate the MongoDB Cloud login through the desired IdP , or
  • Log in using the Login URL associated with the desired IdP .

If you selected a default organization role, new users who log in to Atlas using the Login URL have the role you specified.

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