Integrate Okta Data in the Pentaho Report Designer

The CData JDBC driver for Okta data enables access to live data from dashboards and reports. This article shows how to connect to Okta data as a JDBC data source and publish reports based on Okta data in Pentaho.

Connect and Create a Report

1. Copy the JAR file of the driver, located in the lib subfolder of the installation directory, to the \Report-Designer\lib\jdbc\ folder in the Pentaho directory.
2. Run the report-designer.bat file in the \Report-Designer\ folder to open the Report-Designer UI.

3. Create a new data source with the driver by clicking Data -> Add Data Source -> Advanced -> JDBC (Custom) and then creating a new Okta connection. In the resulting dialog, configure the connection properties as shown below.

   • Custom Connection URL property: Enter the JDBC URL. This starts with jdbc:okta: and is followed by a semicolon-separated list of connection properties.

     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.

     When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

     Below is a typical JDBC URL:

     jdbc:okta:Domain=dev-44876464.okta.com;InitiateOAuth=GETANDREFRESH
   • Custom Driver Class Name: Enter cdata.jdbc.okta.OktaDriver.
   • User Name: The username to authenticate with.
   • Password: The password to authenticate with.

Add Okta Data to a Report

You are now ready to create a report with Okta data.

1. Add the Okta source to your report: Click Data -> Add Data Source -> JDBC and select the data source.

2. Configure the query. This article uses the one below:

   SELECT Id, ProfileFirstName FROM Users WHERE Status = 'Active'
3. Drag a chart onto your report and double-click it to edit the chart. Run the report to display the chart. You can use the results of this query to create a simple chart for the Users table.
4. Finally, run the report to see the chart.