Configure Zortex with SAML authentication. This guide will walk you through the setup process for Okta. Other identity providers will have a similar process. Please contact us if you need help with a different identity provider.
SAML authentication requires building Zortex images from source!See details in the Docker Compose guide.

Guide

1

Create Okta Application

Navigate to the Okta Admin ConsoleApplicationsCreate App Integration.Okta Create Integration Page
2

Configure Okta Application

Select SAML 2.0.Name your application Zortex and upload the Zortex logo.
If you are white-labeling Zortex, you can freely name your application and upload your own logo.
Add a Sign sign-on URL
Add an Audience URI (SP Entity ID)
Add an Attribute Statement where Name is email and Value is user.email.
3

Assign Users to Application

Create the application and navigate to the Assignments tab to assign users.
4

Configure Zortex for SAML

Navigate to zortex/backend/ee/zortex/configs/saml_config and copy the template settings file.
Edit the settings.yaml file with the following values:
Go to the Sign On tab of your application in Okta, copy the Metadata URL, and paste it into your browser. You should see XML like:
Copy the entityID value and paste it into idp: entityId in settings.yaml.
In the XML from the previous step, find the ds:X509Certificate element.
Copy the certificate value and paste it into idp: x509cert in settings.yaml.
Go to the General tab of your application in Okta and copy the Embed Link.
This is the same as the Audience URI (SP Entity ID) you added to the Okta application.
This is the same as the Sign sign-on URL you added to the Okta application.
Generate a self-signed certificate:
Copy the certificate value and paste it into sp: x509cert in settings.yaml.
5

Set Zortex Environment Variables

Set the following environment variables in your .env or values.yaml file (Docker and Kubernetes, respectively).
.env
If you’re using Docker but don’t have a .env file, copy zortex/deployment/docker_compose/env.prod.template to a new .env file in the same directory.
values.yaml