Skip to main content

Okta & Other SCIM Directories

Any SCIM-enabled user directory or Identity Provider (IDP) can be configured to automatically provision phone directories within NEONNOW.

info

This guide uses Okta as an example, however this SCIM principles can be applied to any other SCIM-enabled directory.

The following are a list of pre-requisites for this integration:

  • NEONNOW Admin Access – to configure the new NEONNOW directory
  • IDP/Directory admin access – to configure an application
  • IDP/Directory user & group setup – a user group should be set up, that your users are members of
  • All users that will be ingested should have a valid E164 phone number configured. Note – this phone number field should have any spaces removed to ensure the Call History search functions correctly in NEONNOW

Adding a New External Directory​

Once the pre-requisites are complete, to add a new Directory click the Add Directory button on the Contact Centre > Customise > Integrations > External Directories page. If you have not added any other external directories, this button will be in the middle of the page, otherwise, the top right as per the screenshot below.

External directories list

External directories list page in admin

Setup in Admin​

  • Enter a meaningful name & click Other Directory then click Next Step.

Create directory step 1

  • Take a note of the security token (save it somewhere secure) that is displayed and expand SCIM Configuration and save the base URL. You will need these later in the setup (but you can come back to it). Then, click the Next Step option.

Create directory step 2

  • Simply click Finish.

Create directory step 3

Setup On Okta​

Now, the NEONNOW configure is complete, and it is time to configure the SCIM application in the User Directory system, in this case, Okta.

  • Sign in to the Okta Portal
  • Click Applications, then Browse App Catalog
  • In the search bar, enter SCIM and click SCIM 2.0 Test App (Header Auth), then Add Integration

Okta app catalog

  • Provide a name in the Application Label field under General Settings and click next
  • Accept defaults on Sign-On Options page & click DONE
  • Now navigate to the Provisioning Tab and click Configure API Integration, then tick Enable API Integration

Okta app summary

  • In the Base URL, enter the URL saved from NEONNOW in earlier step
  • In the API Token, enter bearer {APIKEY}``. e.g. if your API key is ABC123, enter bearer ABC123 (without single quotes).
  • Now click Test API Credentials. Below shows a screenshot of the successful test. Click Save.

Okta app verified

  • On the Provisioning tab, under To App click Edit and ensure the following tick-boxes are set:

Okta provisioning checklist

  • Scroll down to Attribute Mappings section, and ensure that the mapping are set exactly like below

Okta app SCIM mappings

You can also reference the NEONNOW mappings in the directory wizard screen, which contains the following information:

Directory AttributeSCIM Attribute
userName (or equivalent)
Required string		userName
id (or equivalent)
Required string		externalld
phoneNumber (or equivalent)
Optional E164 string		phoneNumbers[type eq "work"].value
firstName (or equivalent)
Optional (surname provided) string		name.givenName
lastName (or equivalent)
Optional (given name provided) string		name.familyName
email (or equivalent)
Optional string		emails[type eq "work"].value
jobTitle (or equivalent)
Optional string		title
  • Now navigate to the Assignments section` and add a group or set of users. This should trigger provisioning automatically. Check Reports/System Log in Okta to check for any issues

External Directory Contacts in NEONNOW​

External contacts should now load in the Organisation tab of Directory within NEONNOW. Selecting a contact avatar will display more information about the contact.

info

You may need to reload NEONNOW if the directory did not exist when it was first loaded.

contact overlay

More information about a contact in NEONNOW