WorkflowGen Technical Guide
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Okta Integration

Overview

This section provides instructions on:
It also provides additional information on SOAP services support.
In the instructions, substitute <workflowgen url> with the domain and path to your WorkflowGen instance; for example, localhost/wfgen or mycompany.com/wfgen.

Okta authentication

This section provides instructions on how to configure WorkflowGen delegated authentication with Okta. At the end of this section, you'll have a working WorkflowGen instance using Okta to authenticate your users.
If you don't need the GraphQL API, you won't need to create an authorization server. See the Configuring the authentication without the GraphQL API for instructions.

Prerequisites

  • Make sure to have a licensed copy of WorkflowGen installed and running on a server. You must be a WorkflowGen administrator.
  • Make sure to have an Okta administrator access to be able to configure it properly.
  • Make sure to have provisioned an existing Okta user that you can authenticate with to WorkflowGen and that the user has administrator privileges. This is important because once you've activated the delegation, you'll still need to be able to manage the application. (The Okta user is in fact a user of an identity provider that's linked to Okta, such GitHub or Google. You have to provision at least one of the users.)
  • AES encryption mode and its key are required for the authentication to work.
  • The WorkflowGen user's username must match their Okta user's username in order to identify and authenticate the correct user from Okta.
  • To test your configuration after the steps below, you can add an Okta user in the Okta portal's Users section.
  • When importing users into WorkflowGen from the Okta database, make sure to set the username as the email (e.g. [email protected]).

Configuring the authentication with the GraphQL API

The configuration of Okta will be done in several steps. First, you have to configure an authorization server in the web interface; then, you have to add a regular web application.
The WorkflowGen GraphQL API (authorization server) configuration is required if you want to use the WorkflowGen Plus v2 mobile app.

Step 1: Create an authorization server

An Okta authorization server is a logic element that defines the security boundaries of your system when an application wants to access your resources via an API.
An authorization server defines your security boundary, and is used to mint access and identity tokens for use with OIDC clients and OAuth 2.0 service accounts when accessing your resources via API. Within each authorization server you can define your own OAuth scopes, claims, and access policies. Source: Information sidebar in Okta's administrative panel
You can find more information on authorization servers on the Okta developer website.
To create an authorization server with a classic usage:
  1. 1.
    Go to the Okta Developer portal and log in to your account.
  2. 2.
    In the left panel, choose API under the Security menu.
  3. 3.
    Click the Add Authorization Server button on the Authorization Servers tab.
    ​
  4. 4.
    Enter the following information:
    • Name: WorkflowGen GraphQL API
    • Audience: <workflowgen url>/graphql
    • Description: WorkflowGen GraphQL API (or whatever description you want)
    ​
  5. 5.
    Click the Save button.
To create an authorization server with multi-audience support:
  1. 1.
    Go to the Okta Developer portal and log in to your account.
  2. 2.
    In the left panel, choose API under the Security menu.
  3. 3.
    Click the Add Authorization Server button on the Authorization Servers tab.
  4. 4.
    Enter the following information:
    • Name: My APIs
    • Audience: my-apis
    • Description: Authorization server for all my APIs (or whatever description you want)
    ​
  5. 5.
    Click the Save button.

Step 2: Add the scope

For classic usage:
  1. 1.
    Go to the WorkflowGen GraphQL API authorization server's Scopes tab.
  2. 2.
    Click the Add Scope button.
  3. 3.
    Enter the following information:
    • Name: default
    • Display phrase: default
    • Description: Use the default scope if no other scope is specified
    • Default scope: Check Set as a default scope
  4. 4.
    Click the Create button.
For multi-audience support:
  1. 1.
    Go to the WorkflowGen GraphQL API authorization server's Scopes tab.
  2. 2.
    Click the Add Scope button.
  3. 3.
    Enter the following information:
    • Name: wfgen-graphql-full-access
    • Display phrase: wfgen-graphql-full-access
    • Description: Full access to the WorkflowGen GraphQL API
  4. 4.
    Click the Create button.
You've now properly configured your Okta authorization server for the WorkflowGen GraphQL API.

Step 3: Add a claim

  1. 1.
    Go to the Claims section, then click the Add Claim button.
    ​
  2. 2.
    Enter the following information:
    • Name: com.workflowgen.api.username
    • Include in token type: Select Access Token
    • Value Type: Select Expression
    • Value: Enter the following Okta code:
      appuser.username != null ? appuser.username : appuser.email != null ? appuser.email : appuser.nickname != null ? appuser.nickname : null
    • Include in: Select Any scope
    ✏️ Note: This step will ensure that WorkflowGen and the GraphQL API will always get a username through the same claim instead of having to make a lot of conditional statements.
  3. 3.
    Click the Create button.
  4. 4.
    Add a second claim with the same information, but this time, set the Include in token type property to ID Token.
  5. 5.
    Click the Create button.

Step 4: Add the server access policy

You now need to configure the authorization server access policy.
  1. 1.
    Go to the WorkflowGen GraphQL API authorization server's Access Policies tab.
  2. 2.
    Click the Add Policy button.
    ​
  3. 3.
    Enter the following information:
    • Name: All Clients Policy
    • Description: Enables all clients to have access to this application server›.
    • Assign to: All clients
  4. 4.
    Click the Create Policy button.
  5. 5.
    Click the Add Rule button.
    ​
  6. 6.
    Enter the following information:
    • Rule Name: All Grant Types; Any Scopes; Any User assigned
    • Leave the other settings set to their defaults.
      ​
  7. 7.
    Click the Create Rule button.
You've now successfully configured the authorization server access policy. There's just one more step needed in order for the client credentials flow to work, which will enable you to use machine-to-machine authentication with Okta and the WorkflowGen GraphQL API.

Step 5: Create the WorkflowGen web application

  1. 1.
    Go to the Okta Developer portal.
  2. 2.
    In the Applications item under the Applications menu, click the Create App Integration button.
    ​
  3. 3.
    Select the following options in Create a new app integration, then click Next:
    • Sign-in method: OIDC - OpenID Connect
    • Application type: Web Application
    ​
  4. 4.
    Enter the following information:
    • App integration name: WorkflowGen
    • Grant type: Check Authorization Code
    • Sign-in redirect URIs: <workflowgen url>/auth/callback
    • Sign-out redirect URIs: <workflowgen url>/auth/logout/return
    • Base URIs: <workflowgen url> without any path (just the base URL); for example, https://localhost, if <workflowgen url> is https://localhost/wfgen
    • Controlled access: Check Allow everyone in your organization to access
    • Leave the remaining properties set to their defaults.
  5. 5.
    Click the Save button.
  6. 6.
    On the General tab of your WorkflowGen web application page, click the Edit button in the General Settings section.
    ​
  7. 7.
    Enter the following information:
    • Initiate login URI: <workflowgen url>/auth/callback
    ​
  8. 8.
    Click Save.
You've now successfully configured Okta for your WorkflowGen instance.

Review the registration

You should now have all the information you need to configure WorkflowGen to delegate the authentication to Okta. Here's a review:
  • A client ID and a client secret which can be found on the Okta WorkflowGen web application's General tab.
  • An audience and a metadata endpoint (Metadata URI) which can be found on the Okta WorkflowGen GraphQL API authorization server page.
    ​

WorkflowGen configuration

Now, you need to configure WorkflowGen to delegate its authentication to Okta.

Step 1: Add Okta values to the WorkflowGen web.config

Open the WorkflowGen web.config file and add/update the following properties:
Classic usage:
<?xml version="1.0" encoding="UTF-8"?>
<configuration>
<appSettings>
<!-- Okta auth -->
<add key="ApplicationSecurityAuthProvider" value="okta"/>
<add key="ApplicationSecurityAuthClientId" value="<CLIENT ID>" />
<add key="ApplicationSecurityAuthClientSecret" value="<CLIENT SECRET>" />
<add key="ApplicationSecurityAuthMetadataUrl" value="<METADATA URL>" />
<add key="ApplicationSecurityAuthUsernameClaim" value="com.workflowgen.api.username" />
<add key="ApplicationSecurityAuthAppIdClaim" value="sub" />
<add key="ApplicationSecurityAuthClockTolerance" value="60" />
<add key="ApplicationSecurityAuthSessionRefreshEnableIFrame" value="Y"/>
</appSettings>
</configuration>
With multi-audience support:
<?xml version="1.0" encoding="UTF-8"?>
<configuration>
<appSettings>
<!-- Okta auth -->
<add key="ApplicationSecurityAuthProvider" value="okta"/>
<add key="ApplicationSecurityAuthClientId" value="<CLIENT ID>" />
<add key="ApplicationSecurityAuthClientSecret" value="<CLIENT SECRET>" />
<add key="ApplicationSecurityAuthMetadataUrl" value="<METADATA URL>" />
<add key="ApplicationSecurityAuthUsernameClaim" value="com.workflowgen.api.username" />
<add key="ApplicationSecurityAuthAppIdClaim" value="sub" />
<add key="ApplicationSecurityAuthClockTolerance" value="60" />
<add key="ApplicationSecurityAuthSessionRefreshEnableIFrame" value="Y"/>
<add key="ApplicationSecurityAuthAudience" value="my-apis"/>
<add key="ApplicationSecurityAuthAdditionalScopes" value="wfgen-graphql-full-access"/>
<add key="ApplicationSecurityAuthGraphQLScope" value="wfgen-graphql-full-access"/>
</appSettings>
</configuration>
  • Replace <CLIENT ID> with the client ID of the WorkflowGen web application from Okta.
  • Replace <CLIENT_SECRET> with the client secret of the WorkflowGen web application from Okta.
  • Replace <METADATA_URL> with the Metadata URI property found in the WorkflowGen GraphQL API's settings page. Then, replace the last part, /.well-known/oauth-authorization-server, with /.well-known/openid-configuration (e.g. https://{YOUR_OKTA_DOMAIN}/oauth2/{AUTH_SERVER_ID}/.well-known/openid-configuration).
You have probably noticed that the setting with the ApplicationSecurityAuthUsernameClaim key is set to the value entered in a rule earlier. Therefore, you could use any value here provided that you also modify the rule.
For information about available configuration options to use with your instance, see the Web and Application Configuration Parameters appendix.
WorkflowGen is now linked to Okta and back. The last thing left to do is configure a few more options in order to finish the internal wiring of WorkflowGen so that it can delegate its authentication.

Step 2: Add some security values for session generation

In order to generate a session token, you need to add a few more settings to the web.config file.
  1. 1.
    Open the WorkflowGen web.config file and add/update the following property:
    <?xml version="1.0" encoding="UTF-8"?>
    <configuration>
    <appSettings>
    <!-- Auth -->
    <add key="ApplicationSecurityAuthSessionTokenSigningSecret" value="<SECRET>" />
    </appSettings>
    </configuration>
  2. 2.
    Replace <SECRET> with a value that can't be easily guessed, such as a UUID.
The secret will be only accessible inside your instance of WorkflowGen, so when generating a session token, WorkflowGen will sign it with this secret in order to check the validity of all session tokens passed to it.

Step 3: Activate the authentication delegation

You now need to activate the delegation by replacing the authentication system in IIS and pointing WorkflowGen's modules to the correct authentication module.
Configure IIS
  1. 1.
    In IIS Manager, click on the WorkflowGen application in the tree view.
  2. 2.
    Click the Authentication button.
    ​
  3. 3.
    Enable Anonymous Authentication, and disable all other authentications.
Perform these steps for all sub-applications as well.
Add properties to the web.config files of certain modules
Certain modules need to have their authentication checked by the special Advantys.Security.JWTAuthenticationModule WorkflowGen authentication module, but certain other modules should not because they are either public or aren't part of the global authentication system.
  1. 1.
    Open the WorkflowGen web.config file and add/update the following property:
    <?xml version="1.0" encoding="UTF-8"?>
    <configuration>
    <system.webServer>
    <modules>
    <add name="ApplicationSecurityAuthenticationModule" type="Advantys.Security.Http.JWTAuthenticationModule" />
    </modules>
    </system.webServer>
    </configuration>
  2. 2.
    In the auth module's web.config, add/update the following property:
    <?xml version="1.0" encoding="UTF-8"?>
    <configuration>
    <system.webServer>
    <modules>
    <remove name="ApplicationSecurityAuthenticationModule"/>
    </modules>
    </system.webServer>
    </configuration>
    This line removes the authentication Node.js module from the global authentication system, because this Node.js application encapsulates the OpenID Connect authentication mechanisms.
  3. 3.
    Repeat the above two steps for the hooks and scim modules as well.
  4. 4.
    Copy the following .NET assemblies and dependency libraries from \wfgen\bin to each custom webform's \bin folder (\wfgen\wfapps\webforms\<custom webform>\bin):
    • Advantys.My.dll
    • Advantys.Security.dll
    • Newtonsoft.Json.dll
    • jose-jwt.dll
You should now have a working WorkflowGen instance with the authentication delegated to Okta through the OpenID Connect protocol. Make sure to have provisioned your users to WorkflowGen in order for them to successfully access WorkflowGen.

Configuring the authentication without the GraphQL API

If for some reason you can't add an authorization server in your Okta account and you don't need GraphQL API authentication configured with the provider, you can avoid creating the server and configure WorkflowGen with the default Okta authorization server.

Step 1: Create the WorkflowGen web application

  1. 1.
    Go to the Okta Developer portal.
  2. 2.
    In the Applications item under the Applications menu, click the Create App Integration button.
    ​
  3. 3.
    Select the following options in Create a new app integration, then click Next:
    • Sign-in method: OIDC - OpenID Connect
    • Application type: Web Application
    ​
  4. 4.
    Enter the following information:
    • App integration name: WorkflowGen
    • Grant type: Check Authorization Code
    • Sign-in redirect URIs: <workflowgen url>/auth/callback
    • Sign-out redirect URIs: <workflowgen url>/auth/logout/return
    • Base URIs: <workflowgen url> without any path (just the base URL); for example, https://localhost, if <workflowgen url> is https://localhost/wfgen
    • Controlled access: Check Allow everyone in your organization to access
    • Leave the remaining properties set to their defaults.
  5. 5.
    Click the Save button.
  6. 6.
    On the General tab of your WorkflowGen web application page, click the Edit button in the General Settings section.
    ​
  7. 7.
    Enter the following information:
    • Initiate login URI: <workflowgen url>/auth/callback
    ​
  8. 8.
    Click Save.
You've now successfully configured Okta for your WorkflowGen instance.

Step 2: Configure WorkflowGen

Add or update the following configuration options in the WorkflowGen web.config file.
  • Change MetadataUrl to https://<YOUR OKTA DOMAIN>/.well-known/openid-configuration.
  • Change UsernameClaim to preferred_username.
  • Change AuthAudience to the client ID of the configured WorkflowGen web application from Okta.
  • Set the ApplicationSecurityAuthDecodeAccessToken option to N.
  • Keep in mind that by setting ApplicationSecurityAuthDecodeAccessToken=N, the expiration date of the session token generated by WorkflowGen will be based on that of the ID token.
  • You won't be able to use the access token received from Okta to query the GraphQL API. This access token will give you access to the Okta API and nothing else. To query the GraphQL API, you'll need to configure its authentication with another method, like Basic authentication.
Classic usage:
<?xml version="1.0" encoding="UTF-8"?>
<configuration>
<appSettings>
<!-- Okta auth -->
<add key="ApplicationSecurityAuthProvider" value="okta"/>
<add key="ApplicationSecurityAuthClientId" value="<CLIENT ID>" />
<add key="ApplicationSecurityAuthClientSecret" value="<CLIENT SECRET>" />
<add key="ApplicationSecurityAuthMetadataUrl" value="https://<YOUR OKTA DOMAIN>/.well-known/openid-configuration" />
<add key="ApplicationSecurityAuthUsernameClaim" value="preferred_username" />
<add key="ApplicationSecurityAuthAppIdClaim" value="sub" />
<add key="ApplicationSecurityAuthClockTolerance" value="60" />
<add key="ApplicationSecurityAuthSessionRefreshEnableIFrame" value="Y"/>
<add key="ApplicationSecurityAuthAudience" value="<CLIENT ID>"/>
<add key="ApplicationSecurityAuthDecodeAccessToken" value="N"/>
</appSettings>
</configuration>

Step 3: Add some security values for session generation

In order to generate a session token, you need to add a few more settings to the web.config file.
  1. 1.
    Open the WorkflowGen web.config file and add/update the following property:
    <?xml version="1.0" encoding="UTF-8"?>
    <configuration>
    <appSettings>
    <!-- Auth -->
    <add key="ApplicationSecurityAuthSessionTokenSigningSecret" value="<SECRET>" />
    </appSettings>
    </configuration>
  2. 2.
    Replace <SECRET> with a value that can't be easily guessed, such as a UUID.
The secret will be only accessible inside your instance of WorkflowGen, so when generating a session token, WorkflowGen will sign it with this secret in order to check the validity of all session tokens passed to it.

Step 4: Activate the authentication delegation

You now need to activate the delegation by replacing the authentication system in IIS and pointing WorkflowGen's modules to the correct authentication module.
Configure IIS
  1. 1.
    In IIS Manager, click on the WorkflowGen application in the tree view.
  2. 2.
    Click the Authentication button.
    ​
  3. 3.
    Enable Anonymous Authentication, and disable all other authentications.
Perform these steps for all sub-applications as well.
Add properties to the web.config files of certain modules
Certain modules need to have their authentication checked by the special Advantys.Security.JWTAuthenticationModule WorkflowGen authentication module, but certain other modules should not because they are either public or aren't part of the global authentication system.
  1. 1.
    Open the WorkflowGen web.config file and add/update the following property:
    <?xml version="1.0" encoding="UTF-8"?>
    <configuration>
    <system.webServer>
    <modules>
    <add name="ApplicationSecurityAuthenticationModule" type="Advantys.Security.Http.JWTAuthenticationModule" />
    </modules>
    </system.webServer>
    </configuration>
  2. 2.
    In the auth module's web.config, add/update the following property:
    <?xml version="1.0" encoding="UTF-8"?>
    <configuration>
    <system.webServer>
    <modules>
    <remove name="ApplicationSecurityAuthenticationModule"/>
    </modules>
    </system.webServer>
    </configuration>
    This line removes the authentication Node.js module from the global authentication system, because this Node.js application encapsulates the OpenID Connect authentication mechanisms.
  3. 3.
    Repeat the above two steps for the hooks and scim modules as well.
  4. 4.
    Copy the following .NET assemblies and dependency libraries from \wfgen\bin to each custom webform's \bin folder (\wfgen\wfapps\webforms\<custom webform>\bin):
    • Advantys.My.dll
    • Advantys.Security.dll
    • Newtonsoft.Json.dll
    • jose-jwt.dll
You should now have a working WorkflowGen instance with the authentication delegated to Okta through the OpenID Connect protocol. Make sure to have provisioned your users to WorkflowGen in order for them to successfully access WorkflowGen.

Okta user provisioning

The self-provisioning connector is a directory connector that automatically creates and synchronizes a user based on the user's session token claims that contain claims from the OpenID Connect provider ID token. This feature is only compatible with an OpenID Connect authentication.

Prerequisites

  • Make sure to have a working WorkflowGen instance.
  • Make sure to know the instance's IP address or its fully qualified name.
  • Make sure to know the address of the instance.
  • Make sure to have configured Okta or one of the other OIDC-compliant authentication methods (Azure Active Directory, AD FS, Auth0, or Microsoft Identity Platform v2.0).

WorkflowGen configuration

This section will guide you through the WorkflowGen configurations necessary to set up the self-provisioning feature with a directory.

Step 1: Create a self-provisioning directory

This directory will contain all of the users that are not provisioned elsewhere. To create a self-provisioning directory, do the following:
  1. 1.
    On the Directories page in the WorkflowGen Administration Module, click New directory.
  2. 2.
    Fill in the form:
    • Name: SELF_PROVISONING(or something else)
    • Description: A good description of the directory
    • Directory connector: Self-provisioning
      ​
  3. 3.
    Click Save.

Step 2: Configure the user fields-to-claims mapping

Now that you've created a new directory with the self-provisioning connector, you need to define which claims are mapped to which WorkflowGen user field. To do this:
  1. 1.
    On the new directory's page, click Edit mapping.
    ​
  2. 2.
    To the right of the name of the WorkflowGen user field, enter the name of the claim in the session token that you want to map.
    Here's an example of a session token generated by the auth node application from the Okta ID token connected with Google Apps:
    {
    "sub": "[email protected]",
    "iss": "https://<workflowgen_url>/auth",
    "aud": "https://<workflowgen_url>",
    "exp": 1535627127,
    "https://api.workflowgen.com/username": "[email protected]",
    "given_name": "Some",
    "family_name": "User",
    "nickname": "some-user",
    "name": "Some User",
    "picture": "https://lh4.googleusercontent.com/path/to/photo.jpg",
    "gender": "male",
    "locale": "en",
    "updated_at": "1970-01-01T00:00:00Z",
    "email": "[email protected]",
    "email_verified": true,
    "nonce": "ffdd6d95-31e6-4466-84c4-43f8c0fbaae7",
    "iat": 1535591128
    }
    These claims could be mapped in WorkflowGen like this:
    ​
    ✏️ Note: The Username and Name fields are required.
  3. 3.
    Click Save.

Okta configuration for WorkflowGen Plus v2

Mobile applications must use an approach similar to that of regular web applications, which is called Authorization Code Flow with Proof Key for Code Exchange (PKCE). The main difference between this and the classic Authorization Code Flow is that the mobile application doesn't get a client secret, but instead exchanges a pair of codes to prove the origin of the authentication attempt. The issue is that a mobile application can't be trusted with a client secret because it's distributed directly to users and is therefore no longer under the developer's control, and the sources can be decompiled and analyzed to find secrets like this.
This section provides instructions on how to configure Okta for mobile apps so that your mobile users can benefit from delegated authentication as well.

Prerequisites

  • Make sure to have a licensed copy of WorkflowGen installed and running on a server.
  • Make sure to have administrative access to Okta to be able to configure it properly.
  • Make sure to have provisioned an existing Okta user with which you can authenticate to WorkflowGen so that you can use the application afterwards.
  • Make sure to have the WorkflowGen Plus mobile application installed on a device that you have access to.
  • Make sure to have the latest WorkflowGen Plus version installed on your device and that your device is supported.
  • Make sure to have successfully configured delegated authentication to Okta on your WorkflowGen instance following the instructions in the Okta authentication section.

Okta configuration

Step 1: Create the WorkflowGen Plus native application

  1. 1.
    In your Okta developer portal, go to the Applications item under the Applications menu, then click the Create App Integration button.
  2. 2.
    Select the following options under Create a new app integration, then click Next:
    • Sign-in method: OIDC - OpenID Connect
    • Application type: Native Application
    ​
  3. 3.
    Enter the following information:
    • App integration name: WorkflowGen Plus
    • Grant type: Check Authorization Code and Refresh Token
    • Sign-in redirect URIs: workflowgenplus://oidc
    • Sign-out redirect URIs: workflowgenplus://oidc
    • Controlled access: Check Allow everyone in your organization to access
    ​
    ​
  4. 4.
    Click the Save button.

Step 2: Add an Initiate login URI

  1. 1.
    On your Okta WorkflowGen Plus native application page, go to the General Settings section on the General tab, then click the Edit button.
  2. 2.
    Enter the following information:
    • Initiate login URI: workflowgenplus://oidc
    ​
    ​
  3. 3.
    Click Save.

Review the registration

If you've set up delegated authentication to Okta on your WorkflowGen server, you should have an access policy on your Okta WorkflowGen GraphQL API authorization server that will let any configured client access it. Therefore, there's nothing left to do on the Okta side. Here's a review of the information you need:
  • A client ID, which can be found on the Okta WorkflowGen Plus native application page's Settings tab.
  • Your Okta domain name, which can be found directly to the left of your profile picture on the top right corner of the page.
All of this information must be given to the users who will be using the mobile application; they'll need to copy them directly into the app.

Okta configuration for server-side scripts

In some cases, you'll want to perform a specific task that can be automated but needs access to the WorkflowGen GraphQL API; this use case is often in the form of a server-side script. For this, OAuth2 provides a type of grant called Client Credentials that simply exchanges a client ID and secret for an access token. There's no ID token since it's not part of the OpenID Connect standard and there's no user involved.
This section provides instructions on how to configure Okta with a server-side script that has access to the GraphQL API. First, you'll need to configure a new web application in the Okta portal; then, you'll need to configure a new application in WorkflowGen.

Prerequisites

  • Make sure to have a licensed copy of WorkflowGen installed and running on a server.
  • Make sure to have administrative access to WorkflowGen.
  • Make sure to have administrative access to Okta to be able to configure it properly.
  • Make sure to have successfully configured delegated authentication to Okta on your WorkflowGen instance following the instructions in the Okta authentication section.

Okta configuration

Create a new API services application

  1. 1.
    In the Applications item under the Applications menu in your Okta developer portal, click the Create App Integration button.
  2. 2.
    Select the API Services sign-in method, then click Next.
  3. 3.
    Enter the name of your application, then click Save.
    ​

Review the registration

Here's a review of the information you need:
  • A client ID and a client secret, which can be found on the newly registered service application's general tab.
  • The WorkflowGen GraphQL API identifier, which can be found on its settings page.

WorkflowGen configuration

As with user provisioning, WorkflowGen needs to know which application is accessing the GraphQL API. Therefore, you have to register the application, which consists of your script.

Register a new application

  1. 1.
    On the Applications page in the WorkflowGen Administration Module, click New application.
  2. 2.
    Fill in the form:
    • Name: My API Services App
    • Description: A description that clearly identifies the script
    • Type: Non-interactive Client
    • Impersonate username: Any username that has the required access to the GraphQL API
    • Client ID: The client ID you retrieved earlier from your registered service app (e.g. My API Services App)
    • Active: Check this checkbox
  3. 3.
    Click Save.
Your application should now appear in the list of applications.
You should now have the necessary components in place to make GraphQL API requests with your script by passing the access token received from Okta from a Client Credentials Grant flow.

Okta configuration for single-page applications

JavaScript applications running in a browser are often hard to secure due to the open nature of the Web. Secure storage is nonexistent, and everything is in clear text (for HTTP version 1.1). Here's a quote from the Azure Active Directory team that summarizes the state of authentication with single-page applications:
The OAuth2 implicit grant is notorious for being the grant with the longest list of security concerns in the OAuth2 specification. And yet, that is the approach implemented by ADAL JS and the one we recommend when writing SPA applications. What gives? It’s all a matter of tradeoffs: and as it turns out, the implicit grant is the best approach you can pursue for applications that consume a Web API via JavaScript from a browser.
(Source: https://docs.microsoft.com/en-us/azure/active-directory/develop/active-directory-dev-understanding-oauth2-implicit-grant)
It's therefore important that you make all of the necessary checks to verify the validity of your requests and the responses.
This section provides instructions on how to configure Okta with a single-page application (SPA) so that users can authenticate through it and make requests to the WorkflowGen GraphQL API. This configuration is done in two steps: registering your SPA, then setting some redirect URLs.

Prerequisites

  • Make sure to have a licensed copy of WorkflowGen installed and running on a server.
  • Make sure to have administrative access to Okta to be able to configure it properly.
  • Make sure to have provisioned an existing Okta user with which you can authenticate to WorkflowGen so that you can use the application afterwards.
  • Make sure to have successfully configured delegated authentication to Okta on your WorkflowGen instance following the instructions in the Okta authentication section.

Okta configuration

Create a new single-page application

  1. 1.
    In your Okta developer portal, go to the Applications item under the Applications menu, then click the Create App Integration button.
  2. 2.
    Select the OIDC - OpenID Connect sign-in method, select Single-Page Application as the application type, then click Next.
  3. 3.
    Enter the following information:
    • App integration name: My SPA, or the name of your single-page application
    • Grant type: Check Authorization Code
    • Sign-in redirect URIs: The login redirect URI for your single-page application
    • Sign-out redirect URIs: The logout redirect URI for your single-page application
    • Base URIs: The base URI of your single-page application
    • Controlled access: Check Allow everyone in your organization to access
  4. 4.
    Click Save.

Review the registration

  • You need a client ID, which can be found on the General tab on your single-page application page.
Your application should now successfully linked to the Okta infrastructure and users can log in through it. If you have met the prerequisites, your application will receive an access token that it can send to the WorkflowGen GraphQL API to make authorized requests as a Bearer token via the Authorization header.

Okta configuration for the WorkflowGen CLI

Interactive mode

Create a new native application

  1. 1.
    In your Okta developer portal, go to the Applications item under the Applications menu, then click Create App Integration.
  2. 2.
    Select the OIDC - OpenID Connect sign-in method, select Native Application as the application type, then click Next.
  3. 3.
    Enter the following information:
    • Name: WorkflowGen CLI
    • Grant type: Check Authorization Code and Refresh token
    • Sign-in redirect URIs: Define the URL as http://127.0.0.1:8888/callback
      ✏️ Note: Port 8888 is defined by default; you can change it if it's already in use on your computer.
    • Sign-out redirect URIs: Don't define a URL. Clear the field if there's a default value.
    • Controlled access: Check Allow everyone in your organization to access
  4. 4.
    Click the Save button.

Review the registration

If you've configured delegated authentication to Okta on your WorkflowGen server, you should have an access policy on your Okta authorization server from the WorkflowGen GraphQL API that will allow all configured users to access it; there's nothing left to do on the Okta side. Here's a summary of the information you'll need:
  • A client ID, which can be found on the General tab on the WorkflowGen CLI native application's page.
  • A metadata endpoint, which consists of the value of Metadata URI property from the Settings tab of your WorkflowGen GraphQL API authorization server with /.well-known/oauth-authorization-server replaced by /.well-known/openid-configuration.
All of this information must be given to users who will be using the WorkflowGen CLI.

Non-interactive mode

The configuration of non-interactive mode is the same as in the Okta configuration for server-side scripts section.
Here's a review of the information of the information you'll need:
  • A client ID, which can be found on the registered application's parameters tab.
  • A client secret, which can be found on the registered application's parameters tab.
  • The domain, which can be found on the registered application's parameters tab.
You can now use the WorkflowGen CLI in Client credentials mode.
As of WorkflowGen server version 7.14.0, you can generate a universal link to simplify the Okta login process for your WorkflowGen Plus mobile app users.

Base URL

  • protocol: workflowgenplus://
    ​
  • hostname: auth.init

Parameters

You'll need to specify the following parameters:
  • provider: okta
  • server_address: Your WorkflowGen application URL, whose value must be URL encoded (e.g. https://mycompany.com/wfgen)
  • client_id: Use the client ID you created earlier in the configuration (e.g. 0o7gdj4hs92yh7) from the step Okta configuration for WorkflowGen Plus v2.
  • metadata_url: The metadata URL, which consists of the value of Metadata URI property from the Settings tab of your WorkflowGen GraphQL API authorization server with /.well-known/oauth-authorization-server replaced by /.well-known/openid-configuration (e.g. https://{YOUR_OKTA_DOMAIN}/oauth2/{AUTH_SERVER_ID}/.well-known/openid-configuration). The value must be URL encoded.
  • audience: Your WorkflowGen GraphQL API URL, whose value must be URL encoded (e.g. https://mycompany.com/wfgen/graphql)
The universal link should follow this format:
workflowgenplus://auth.init?provider=okta&server_address=https%3A%2F%2Fmycompany.com%2Fwfgen&client_id=0o7gdj4hs92yh7&metadata_url=https%3A%2F%2F{YOUR_OKTA_DOMAIN}%2Foauth2%2F{AUTH_SERVER_ID}%2F.well-known%2Fopenid-configuration&audience=https%3A%2F%2Fmycompany.com%2Fwfgen%2Fgraphql
Once you've generated the universal link, give it to your users, who can use it to sign in to WorkflowGen Plus with the preset sign-in method.

Additional information on Okta integration

SOAP services support

WorkflowGen only supports requests to the SOAP API using classic authentication methods. If you still need to use this API, you have to perform some additional steps to configure it properly.
  1. 1.
    Create a new separate WorkflowGen directory for the SOAP API users.
  2. 2.
    Provision it with users and groups as needed.
  3. 3.
    In the IIS Manager, enable the Basic authentication method for the \ws\wfgen application.
  4. 4.
    In the web.config file (located in \Inetpub\wwwroot\wfgen), add the following under <location path="ws" inheritInChildApplications="false"> :
    <system.webServer>
    <modules>
    <remove name="ApplicationSecurityAuthenticationModule" />
    </modules>
    </system.webServer
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