Step 1: Enable console access
Having read-only access to the interface of your technology allows Expel to dig deeper when performing incident investigations. Our device health team uses this access to investigate potential health issues with your tech.
- Create a user in Okta for Expel.
- Select Directory and People.
- Under People select Add person.
- User type: User
- First name: Expel
- Last name: SOC
- Username: soc+[customer name]@expel.io
- Primary email: same as username
- Password: Set by user
- Select Send user activation email now
- Click Save.
- Select Directory and People.
Step 2: Generate API Credentials
To integrate the technology with Expel, we need to create secure credentials to the API. Depending on the permissions allowed in Step 1, Expel may be able to generate API credentials. If you're unsure, reach out to your Expel Customer Success Engineer, or email customerhealth@expel.io.
- Sign into your Okta organization as a user with Read-Only Admin privileges. API tokens have the same permissions as the user who creates them, and if the user permissions change, the API token permissions also change.
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- Okta permissions table:
https://help.okta.com/oie/en-us/Content/Topics/Security/administrators-admin-comparison.htm
- Okta permissions table:
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- Open the API page.
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- If you use the Developer Console, select Tokens from the API menu.
- If you use the Administrator Console (Classic UI), select API from the Security menu, and then select Tokens.
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- Click Create Token.
- Name your token ExpelAPI and click Create Token.
- Make note of your API token, as you only see it 1 time.
- Collect your Okta URL (also called an Okta domain).
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- Sign in to your Okta organization with your administrator account.
- Look for the Okta domain in the top right corner of the dashboard.
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Step 3: Configure the technology in Workbench
Now that we have the correct access configured and noted the credentials, we can integrate Okta with Expel.
- Log into https://workbench.expel.io.
- Navigate to Settings > Security Devices.
- At the top right of the page, select Add New Device.
- Search for and select Okta (first option).
- Click Save.
After a few minutes, refresh the Security Devices page and you see your device status reporting as Healthy, or if there is an issue, you see details of what the issue may be.
To check if alerts are coming through, navigate to Alerts on the console page. Click the icon in the upper right to switch to grid view, then check the list for device alerts.
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