Integrate Okta Data in Your Informatica Cloud Instance

Informatica Cloud allows you to perform extract, transform, and load (ETL) tasks in the cloud. With the Cloud Secure Agent and the CData JDBC Driver for Okta, you get live access to Okta data, directly within Informatica Cloud. In this article, we will walk through downloading and registering the Cloud Secure Agent, connecting to Okta through the JDBC Driver and generating a mapping that can be used in any Informatica Cloud process.

Informatica Cloud Secure Agent

To work with the Okta data through the JDBC Driver, install the Cloud Secure Agent.

1. Navigate to the Administrator page in Informatica Cloud
2. Select the Runtime Environments tab
3. Click "Download Secure Agent"
4. Make note of the Install Token
5. Run the installer on the client machine and register the Cloud Secure Agent with your username and install token

NOTE: It may take some time for all of the Cloud Secure Agent services to get up and running.

Connecting to the Okta JDBC Driver

With the Cloud Secure Agent installed and running, you are ready to connect to Okta through the JDBC Driver.

Adding the JDBC Driver to the Secure Agent Machine

1. Navigate to the following directory on the Secure Agent machine:
   %Secure Agent installation directory%/ext/connectors/thirdparty/
2. Create a folder and add the driver JAR file (cdata.jdbc.okta.jar) based on the type of mapping that you want to configure.

   For mappings, create the following folder and add the driver JAR file:

   informatica.jdbc_v2/common

   For mappings in advanced mode, also create the following folder and add the driver JAR file:

   informatica.jdbc_v2/spark
3. Restart the Secure Agent.

Connecting to Okta in Informatica Cloud

• Connection Name: Name your connection (i.e.: CData Okta Connection)
• Type: Select "JDBC_V2"
• Runtime Environment: Select the runtime environment where you installed the Secure Agent
• JDBC Driver Class Name: The name of the JDBC driver class: cdata.jdbc.okta.OktaDriver
• JDBC Connection URL: Set this to the JDBC URL for Okta. Your URL will look similar to the following:
  
  jdbc:okta:Domain=dev-44876464.okta.com;InitiateOAuth=GETANDREFRESH;

  To connect to Okta, set the Domain connection string property to your Okta domain.

  You will use OAuth to authenticate with Okta, so you need to create a custom OAuth application.

  Creating a Custom OAuth Application

  From your Okta account:

  1. Sign in to your Okta developer edition organization with your administrator account.
  2. In the Admin Console, go to Applications > Applications.
  3. Click Create App Integration.
  4. For the Sign-in method, select OIDC - OpenID Connect.
  5. For Application type, choose Web Application.
  6. Enter a name for your custom application.
  7. Set the Grant Type to Authorization Code. If you want the token to be automatically refreshed, also check Refresh Token.
  8. Set the callback URL:
     • For desktop applications and headless machines, use http://localhost:33333 or another port number of your choice. The URI you set here becomes the CallbackURL property.
     • For web applications, set the callback URL to a trusted redirect URL. This URL is the web location the user returns to with the token that verifies that your application has been granted access.
  9. In the Assignments section, either select Limit access to selected groups and add a group, or skip group assignment for now.
  10. Save the OAuth application.
  11. The application's Client Id and Client Secret are displayed on the application's General tab. Record these for future use. You will use the Client Id to set the OAuthClientId and the Client Secret to set the OAuthClientSecret.
  12. Check the Assignments tab to confirm that all users who must access the application are assigned to the application.
  13. On the Okta API Scopes tab, select the scopes you wish to grant to the OAuth application. These scopes determine the data that the app has permission to read, so a scope for a particular view must be granted for the driver to have permission to query that view. To confirm the scopes required for each view, see the view-specific pages in Data Model < Views in the Help documentation.

  Built-In Connection String Designer

  For assistance in constructing the JDBC URL, use the connection string designer built into the Okta JDBC Driver. Either double-click the .jar file or execute the .jar file from the command-line.

  java -jar cdata.jdbc.okta.jar

  Fill in the connection properties and copy the connection string to the clipboard.

• Username: Set this to a placeholder value (since Okta does not require a username)
• Password: Set this to a placeholder value (since Okta does not require a password)

Create a Mapping for Okta Data

With the connection to Okta configured, we can now access Okta data in any Informatica process. The steps below walk through creating a mapping for Okta to another data target.

1. Navigate to the Data Integration page
2. Click New.. and select Mapping from the Mappings tab
3. Click the Source Object and in the Source tab, select the Connection and set the Source Type
4. Click "Select" to choose the table to map
5. In the Fields tab, select the fields from the Okta table to map
6. Click the Target object and configure the Target source, table and fields. In the Field Mapping tab, map the source fields to the target fields.

With the mapping configured, you are ready to start integrating live Okta data with any of the supported connections in Informatica Cloud. Download a free, 30-day trial of the CData JDBC Driver for Okta and start working with your live Okta data in Informatica Cloud today.