Version 5.X.X.
This guide describes the procedure to setup user authentication in DocMinder®with Okta. This guide is intended for System Administrators who are responsible for user identity and access management.
If you run into difficulties or have a question, you can email Technical support at support@wordtech.com, or contact us by phone at (913) 722-3334.
To setup Okta with DocMinder®, follow the procedure listed below.
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Log into the Okta Administration portal.
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Go to Applications from the top-navigation bar and choose Applications.
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Choose Add Application.
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Click on Create New App.
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Select Web from the Platform dropdown.
Then, choose the SAML 2.0 option for the Sign on method.
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Enter the App Name into the textbox provided.
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Enter your DocMinder®Server Single Sign on URL followed by /login.aspx.
The Audience URI will match the value entered for SAML_Audience in DocMinder®.
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Click on Attribute Statements (Optional) and enter the following three (3) items:
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Name “mail”; and the value user.email
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Name “firstname”; and the value user.firstName
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Name “lastname”; and the value user.lastName
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Click Next and select I’m a Okta customer adding an internal app.
Then, click Finish.
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Go back to the Sign On tab and click on View Setup Instructions.
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Copy the Identity Provider Single Sign-on URL and;
Paste the URL into the SAML_IDP_URL value textbox in DocMinder®.
Assign Okta to the necessary users.
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Go to DocMinder®and hit the SSO button. It will post the necessary information followed by a thumbprint.
Copy the thumbprint, and;
Paste into the value for the SAML_Thumbprint setting in DocMinder®.
