Automated Continuous Okta Replication to SQL Server



Use CData Sync for automated, continuous, customizable Okta replication to SQL Server.

Always-on applications rely on automatic failover capabilities and real-time data access. CData Sync integrates live Okta data into your SQL Server instance, allowing you to consolidate all of your data into a single location for archiving, reporting, analytics, machine learning, artificial intelligence and more.

Configure SQL Server as a Replication Destination

Using CData Sync, you can replicate Okta data to SQL Server. To add a replication destination, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select SQL Server as a destination.
  3. Enter the necessary connection properties. To connect to SQL Server, set the following:
    • Server: The name or network address of the computer running SQL Server.
    • User: The username provided for authentication with SQL Server, if using forms authentication.
    • Password: The password provided for authentication with SQL Server, if using forms authentication.
    • Database: The name of the SQL Server database.

    Java Edition

    The Java version requires the Microsoft SQL Server JDBC driver, which can be downloaded from the Microsoft Download Center. Copy the JDBC driver to the lib folder of your Java Web server to make a connection.

  4. Click Test Connection to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure the Okta Connection

You can configure a connection to Okta from the Connections tab. To add a connection to your Okta account, navigate to the Connections tab.

  1. Click Add Connection.
  2. Select a source (Okta).
  3. Configure the 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.
  4. Click Connect to ensure that the connection is configured properly.
  5. Click Save Changes.

Configure Replication Queries

CData Sync enables you to control replication with a point-and-click interface and with SQL queries. For each replication you wish to configure, navigate to the Jobs tab and click Add Job. Select the Source and Destination for your replication.

Replicate Entire Tables

To replicate an entire table, click Add Tables in the Tables section, choose the table(s) you wish to replicate, and click Add Selected Tables.

Customize Your Replication

You can use the Columns and Query tabs of a task to customize your replication. The Columns tab allows you to specify which columns to replicate, rename the columns at the destination, and even perform operations on the source data before replicating. The Query tab allows you to add filters, grouping, and sorting to the replication.

Schedule Your Replication

In the Schedule section, you can schedule a job to run automatically, configuring the job to run after specified intervals ranging from once every 10 minutes to once every month.

Once you have configured the replication job, click Save Changes. You can configure any number of jobs to manage the replication of your Okta data to SQL Server.

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