Configuring Okta on HCL Discover

Okta supports only SSL Portal website on Google Chrome, Mozilla Firefox, and Microsoft Edge browsers.
Use a valid certificate. Do not use IIS Developer certificate.

The scenarios for configuration of Okta are as follows:

Upgrading to 12.2.0

Before you begin

Backup all files before you modify them. These changes are applicable only in the Portal/Report server.

Procedure

Navigate to the <Discover_Installed_Dir>\Portal\WebApp location and open the Web.config file.
Within the AppSettings section, add the following new key to continue with DB/NT Authentication:
```
<add key="owin:AutomaticAppStartup" value="false" />
```
Restart all services of Portal/Report server.

Upgrading to 12.2.0 and Setting Authentication Mode to Okta

Before you begin

Backup all files before you modify them. These changes are applicable only in the Portal/Report server.

Procedure

In ReportConfig.exe, select OKTA for Authentication Method.
On Docker and SoFy environment, use the following script to change the Authentication Method for Okta.
```
#To update value Authentication Mode
Set-ItemProperty -Path "HKLM:HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Unica Discover\DataStore\ReportServer" -Name "Authentication Mode" -Value "OKTA"
```

Navigate to the <Discover_Installed_Dir>\Portal\WebApp location and make the following changes in the Web.config file.

Within the AppSettings section, configure the following settings:

Note: The following settings are case-sensitive and must exactly match the configurations done on your organization-specific Okta website.

<add key="okta:OktaDomain" value="https://xxxxxxx.okta.com/"/>
<add key="okta:AuthorizationServerId" value="default" />
<add key="okta:ClientId" value="xxxxxxxxx" />
<add key="okta:ClientSecret" value="xxxxxxxx" />
<add key="okta:RedirectUri" value="https://<Domain_Name>/Portal/authorization-code/callback"/>     
<add key="okta:PostLogoutRedirectUri" value="https://<Domain_Name>/Portal/SignOut.aspx"/>
<add key="autoFormsAuthentication" value="false"/>
<add key="enableSimpleMembership" value="false"/>
<add key="aspnet:SuppressSameSiteNone" value="true" />

Comment out the machineKey section.

<machineKey validationKey="AutoGenerate,IsolateApps" decryptionKey="AutoGenerate,IsolateApps" validation="3DES" decryption="Auto"/>

TargetFramework must be version 4.7.2 or above. The version should be match the installed OKTA version and should be selected in Server Manager's roles.
```
<compilation debug="false" targetFramework="4.7">
```

Comment out authorization section.

<authorization>
	<deny users="?"/>
</authorization>

Add the following libraries within the Runtime → assemblyBinding section.

<dependentAssembly>
	<assemblyIdentity name="Newtonsoft.Json" publicKeyToken="30ad4fe6b2a6aeed" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-11.0.0.0" newVersion="13.0.0.0"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="Microsoft.IdentityModel.Tokens" publicKeyToken="31bf3856ad364e35" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-6.30.1.0" newVersion="6.30.1.0"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="System.IdentityModel.Tokens.Jwt" publicKeyToken="31bf3856ad364e35" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-6.30.1.0" newVersion="6.30.1.0"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="Okta.AspNet.Abstractions" publicKeyToken="a5a8152428dc4790" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-5.0.0.0" newVersion="5.0.0.0"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="Microsoft.IdentityModel.Protocols.OpenIdConnect" publicKeyToken="31bf3856ad364e35" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-6.30.1.0" newVersion="6.30.1.0"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="Microsoft.IdentityModel.Protocols" publicKeyToken="31bf3856ad364e35" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-6.30.1.0" newVersion="6.30.1.0"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="IdentityModel" publicKeyToken="e7877f4675df049f" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-6.1.0.0" newVersion="6.1.0.0"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="System.Text.Json" publicKeyToken="cc7b13ffcd2ddd51" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-8.0.0.5" newVersion="8.0.0.5"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="System.Text.Encodings.Web" publicKeyToken="cc7b13ffcd2ddd51" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-7.0.0.0" newVersion="7.0.0.0"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="System.Buffers" publicKeyToken="cc7b13ffcd2ddd51" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-4.0.3.0" newVersion="4.0.3.0"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="System.Memory" publicKeyToken="cc7b13ffcd2ddd51" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-4.0.1.2" newVersion="4.0.1.2"/>
</dependentAssembly>
<dependentAssembly>
	<assemblyIdentity name="System.Runtime.CompilerServices.Unsafe" publicKeyToken="b03f5f7f11d50a3a" culture="neutral"/>
	<bindingRedirect oldVersion="0.0.0.0-6.0.0.0" newVersion="6.0.0.0"/>
</dependentAssembly>

Within the Authentication mode ="Form" section, change the loginUrl value from Default.aspx to Login.aspx.
If you have completed Upgrading to 12.2.0, comment out the following line:
```
<add key="owin:AutomaticAppStartup" value="false" />
```

Restart all services of Portal/Report server.

Changing Authentication Mode back to DB (3DES) from Okta

Before you begin

Backup all files before you modify them. These changes are applicable only in the Portal/Report server.

Procedure

In ReportConfig.exe, select 3DES for Authentication Method.
On Docker and SoFy environment, use the following script to change the Authentication Method for DB (3DES).
```
#To update value Authentication Mode
Set-ItemProperty -Path "HKLM:HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Unica Discover\DataStore\ReportServer" -Name "Authentication Mode" -Value "3DES"
```
Navigate to the <Discover_Installed_Dir>\Portal\WebApp location and make the following changes in the Web.config file.
1. Uncomment the machineKey section.
```
<machineKey validationKey="AutoGenerate,IsolateApps" decryptionKey="AutoGenerate,IsolateApps" validation="3DES" decryption="Auto"/>
```
2. Uncomment the authorization section.
```
<authorization>
	<deny users="?"/>
</authorization>
```
3. Within the Authentication mode ="Form" section, change the loginUrl value from Login.aspx to Default.aspx.
4. Within the AppSettings section, add the following new key to continue with DB/NT Authentication:
```
<add key="owin:AutomaticAppStartup" value="false" />
```
Restart all services of Portal/Report server.