Octiv

Before You Begin

Introduction

This document describes how to configure Oracle Identity Cloud Service to provide Single Sign-On (SSO) for Octiv using SAML.

About Octiv

Octiv provides a sales productivity platform designed to create and manage sales presentations, contracts, proposals, and quotes.

After integrating Octiv with Oracle Identity Cloud Service:

• Users can access Octiv using their Oracle Identity Cloud Service login credentials.
• Users can start Octiv using the Oracle Identity Cloud Service My Apps console.
• Admins can assign and revoke user access to the Octiv app using the Oracle Identity Cloud Service administration console.

What Do You Need?

• An Oracle Identity Cloud Service account with authorization rights to manage apps and users (Identity Domain Administrator or Application Administrator).
• A Octiv account with authorization rights to configure federated authentication.
• Make sure that the email ID of each user in Octiv matches the primary email ID of the Oracle Identity Cloud Service account.

Configuring the Octiv App in Oracle Identity Cloud Service

Use this section to register and activate the Octiv app, and then assign users to the app.

Prerequisite Steps

A domain name is required before you can register and activate the Octiv app. You obtain that domain name from Octiv.

The Octiv domain name appears in the Octiv home URL: https://<Domain_Name>.octiv.com/.

Registering and Activating the Octiv App

1. Access the Oracle Identity Cloud Service administration console, select Applications, and then click Add.

2. Click App Catalog.

3. Search for Octiv, and then click Add.

4. In the App Details section, enter your Octiv Domain Name, and then click Next.

   Note: This is the domain name that you obtained while performing the steps in the "Prerequisite Steps" section.

5. Click Download Identity Provider Metadata.

   Tip: Use this file later during the Octiv configuration in the "Configuring SSO for Octiv" section.

6. Click Download Signing Certificate.

   Tip: Use this file later during the Octiv configuration in the "Configuring SSO for Octiv" section.

7. Click Finish. Oracle Identity Cloud Service displays a confirmation message.

8. Click Activate, and then click Activate Application. Oracle Identity Cloud Service displays a confirmation message.

Assigning Users to the Octiv App

1. On the Octiv app page in Oracle Identity Cloud Service, select Users, and then click Assign. The Assign Users window appears.

2. Select users that you want to assign to Octiv, and then click OK. Oracle Identity Cloud Service displays a confirmation message stating that the Octiv app is assigned to the users that you selected.

Configuring SSO for Octiv

Send an email to Octiv support team with downloaded Oracle Identity Provider metadata file and request to configure SSO for your Octiv account.

Note: After the SSO configuration, you need to confirm the below attribute settings.

1. Access Octiv as an administrator using the URL: https://<Domain_Name>.octiv.com/. The Octiv home page appears.

2. In the upper-right corner, click the user icon, and then select Administration.

3. Click Integrations, and then click SAML.

4. Use the table to check the federated authentication attributes and update the below fields (if required), and then click Save.

   This table lists the mandatory federated authentication attributes that you must set to complete the SSO configuration.

   Attribute	Settings
   Enable SAML	Keep the check box checked.
   Provider Name	Enter your provider name. Use this provider name later to access Octiv in the "Verifying Service Provider Initiated SSO from Octiv" section.
   IDP SSO Target URL	Keep the IDP SSO target URL: https://<IDCS-Service-Instance>.identity.oraclecloud.com/fed/v1/idp/initiatesso?providerid=https://<Domain_Name>.octiv.com.
   Protocol Binding	Keep HTTP-POST selected from the drop-down list.
   Authn Context	Keep PasswordProtectedTransport selected from the drop-down list.
   Certificate	Click Browse, and upload the certificate that you downloaded during Octiv registration in Oracle Identity Cloud Service. See the "Registering and Activating the Octiv App" section.
   Name Identifier Format	Keep urn:oasis:names:tc:SAML:2.0:nameid-format:persistent selected from the drop-down list.
   Automatically Initiate SP Login (bypass Octiv login page)	Keep the No radio button selected.
   Auto-Provision Users	Keep the No radio button selected.

Verifying the Integration

Use this section to verify that SSO works when initiated from Oracle Identity Cloud Service (IdP initiated SSO) or from Octiv (SP initiated SSO).

Verifying Identity Provider Initiated SSO from Oracle Identity Cloud Service

1. Access the Oracle Identity Cloud Service My Profile console using the URL: https://<IDCS-Service-Instance>.identity.oraclecloud.com/ui/v1/myconsole.

2. Log in using credentials for a user that is assigned to the Octiv app. Oracle Identity Cloud Service displays a shortcut to Octiv under My Apps.

3. Click Octiv. The Octiv home page appears.

4. In the upper-right corner, click the user icon, and then confirm that the user that is logged in is the same for both Octiv and Oracle Identity Cloud Service.

   This confirms that SSO that is initiated from Oracle Identity Cloud Service works.

Verifying Service Provider Initiated SSO from Octiv

1. Access Octiv using the URL: https://<Domain_Name>.octiv.com/, and then click Log in with < Provider Name >. You are redirected to the Oracle Identity Cloud Service login page.

   Tip: For your provider name, see the "Configuring SSO for Octiv" section.

2. Log in using credentials for a user that is assigned to the Octiv app. The Octiv home page appears.

3. In the upper-right corner, click the user icon, and then confirm that the user that is logged in is the same for both Octiv and Oracle Identity Cloud Service.

   This confirms that SSO that is initiated from Octiv works.

Troubleshooting

Use this section to locate solutions to common integration issues.

Known Issues

Octiv displays the message, "No associated Octiv account was found. Please contact your account administrator."

Cause: The email attribute sent by Oracle Identity Cloud Service during SSO doesn't match any existing user in Octiv.

Solution: Ensure that the user that you assign to the Octiv app has an account in both Oracle Identity Cloud Service and Octiv with the same email address.

Oracle Identity Cloud Service displays the message, "You are not authorized to access the app. Contact your system administrator." or “There is a problem with your account. Please contact Support."

Cause: The SAML 2.0 integration between the Oracle Identity Cloud Service Octiv app and Octiv is deactivated.

Solution:

• Access the Oracle Identity Cloud Service administration console, select Applications, and then select Octiv.
• In the App Details section, click Activate, and then click Activate Application. Oracle Identity Cloud Service displays a confirmation message.

Oracle Identity Cloud Service displays the message, "You are not authorized to access the app. Contact your system administrator."

Cause: The administrator revokes access for the user at the same time that the user tries to access the Octiv app using Oracle Identity Cloud Service.

Solution:

• Access the Oracle Identity Cloud Service administration console, select Applications, and then select Octiv.
• In the App Details section, select Users, and then click Assign to re-assign the user.

Unknown Issues

For unknown issues, contact Oracle Support:

1. Go to https://support.oracle.com.

2. Select Cloud Support, and then sign in with your support credentials.

3. In the Cloud Dashboard, confirm that there are no planned outages in Oracle Identity Cloud Service, and then click Create Service Request.

4. Select Oracle Identity Cloud Service as the service type.

5. Complete your service request.