Analyze Okta Data in Infragistics Reveal
Reveal is a data visualization solution provided by Infragistics and can be paired with the CData API Server to build dynamic dashboards from live Okta data. The CData API Server generates an OData API for Okta, which is natively consumable in Reveal. In this article, we walk through connecting to Okta in API Server and connecting to the API Server from Infragistics Reveal to create a simple dashboard.
Connect to Okta from API Server
CData API Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.
- Open API Server and click Settings -> Connection -> Add Connection
- Select "Okta"
- Enter the necessary authentication properties to connect to Okta.
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:
- Sign in to your Okta developer edition organization with your administrator account.
- In the Admin Console, go to Applications > Applications.
- Click Create App Integration.
- For the Sign-in method, select OIDC - OpenID Connect.
- For Application type, choose Web Application.
- Enter a name for your custom application.
- Set the Grant Type to Authorization Code. If you want the token to be automatically refreshed, also check Refresh Token.
- 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.
- In the Assignments section, either select Limit access to selected groups and add a group, or skip group assignment for now.
- Save the OAuth application.
- 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.
- Check the Assignments tab to confirm that all users who must access the application are assigned to the application.
- 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.
Add Okta Resource Definitions in API Server
After connecting to Okta, create Resources, which represent API endpoints for Okta data.
- Click Settings -> Resources -> Add Resource
- Select the Okta connection
- Select the table you wish to retrieve and click Next
- (Optional) Edit the resource to select specific fields and more
- Save the settings
Add an API Server User
Create a User to connect to Okta from Reveal through API Server.
- Click Settings -> Users
- Click Add
- Configure a User with access to the Okta Connection and Resource(s)
(Optional) Configure Cross-Origin Resource Sharing (CORS)
When accessing and connecting to multiple different domains from an application such as Ajax, there is a possibility of violating the limitations of cross-site scripting. In that case, configure the CORS settings in Settings -> Server.
- Enable cross-origin resource sharing (CORS): ON
- Allow all domains without '*': ON
- Access-Control-Allow-Methods: GET, PUT, POST, OPTIONS
- Access-Control-Allow-Headers: Authorization
Save the changes to the settings.
Create a Dashboard in Reveal
With the API Server configured, we can visualize Okta data in Reveal.
- Log into Reveal and click Dashboards -> New
- Click Data Source -> OData Feed
- Specify the API Server API endpoint URL, for example: https://serverurl/api.rsc
- Select Generic Credentials and specify the API Server username and authentication token
- Select the entity you wish to visualize
- Select fields and choose a chart type
More Information & Free Trial
At this point, you have created a simple dashboard from live Okta data. For more information on creating OData feeds from Okta (and more than 150 other sources), visit the API Server page. Download a free, 30-day trial and start working live Okta data in tools that consume OData APIs.