Integrate Okta with External Services using SnapLogic

SnapLogic is an integration platform-as-a-service (iPaaS) that allows users to create data integration flows with no code. When paired with the CData JDBC Drivers, users get access to live data from more than 250+ SaaS, Big Data and NoSQL sources, including Okta, in their SnapLogic workflows.

With built-in optimized data processing, the CData JDBC Driver offers unmatched performance for interacting with live Okta data. When platforms issue complex SQL queries to Okta, the driver pushes supported SQL operations, like filters and aggregations, directly to Okta and utilizes the embedded SQL engine to process unsupported operations client-side (often SQL functions and JOIN operations). Its built-in dynamic metadata querying lets you work with Okta data using native data types.

Connect to Okta in SnapLogic

To connect to Okta data in SnapLogic, download and install the CData Okta JDBC Driver. Follow the installation dialog. When the installation is complete, the JAR file can be found in the installation directory (C:/Program Files/CData/CData JDBC Driver for Okta/lib by default).

Upload the Okta JDBC Driver

After installation, upload the JDBC JAR file to a location in SnapLogic (for example, projects/Jerod Johnson) from the Manager tab.

Configure the Connection

Once the JDBC Driver is uploaded, we can create the connection to Okta.

1. Navigate to the Designer tab
2. Expand "JDBC" from Snaps and drag a "Generic JDBC - Select" snap onto the designer
3. Click Add Account (or select an existing one) and click "Continue"
4. In the next form, configure the JDBC connection properties:
   • Under JDBC JARs, add the JAR file we previously uploaded
   • Set JDBC Driver Class to cdata.jdbc.okta.OktaDriver

   • Set JDBC URL to a JDBC connection string for the Okta JDBC Driver, for example:

     jdbc:okta:Domain=dev-44876464.okta.com;RTK=XXXXXX;InitiateOAuth=GETANDREFRESH

     NOTE: RTK is a trial or full key. Contact our Support team for more information.

     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.

     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.
5. After entering the connection properties, click "Validate" and "Apply"

Read Okta Data

In the form that opens after validating and applying the connection, configure your query.

• Set Schema name to "Okta"
• Set Table name to a table for Okta using the schema name, for example: "Okta"."Users" (use the drop-down to see the full list of available tables)
• Add Output fields for each item you wish to work with from the table

Save the Generic JDBC - Select snap.

With connection and query configured, click the end of the snap to preview the data (highlighted below).

Once you confirm the results are what you expect, you can add additional snaps to funnel your Okta data to another endpoint.

Piping Okta Data to External Services

For this article, we will load data in a Google Spreadsheet. You can use any of the supported snaps, or even use a Generic JDBC snap with another CData JDBC Driver, to move data into an external service.

1. Start by dropping a "Worksheet Writer" snap onto the end of the "Generic JDBC - Select" snap.
2. Add an account to connect to Google Sheets
3. Configure the Worksheet Writer snap to write your Okta data to a Google Spreadsheet

You can now execute the fully configured pipeline to extract data from Okta and push it into a Google Spreadsheet.

More Information & Free Trial

Using the CData JDBC Driver for Okta you can create a pipeline in SnapLogic for integrating Okta data with external services. For more information about connecting to Okta, check at our CData JDBC Driver for Okta page. Download a free, 30 day trial of the CData JDBC Driver for Okta and get started today.