# Authentication
## Overview
This section provides instructions on how to configure WorkflowGen delegated authentication with Okta. At the end of this section, you'll have a working WorkflowGen instance using Okta to authenticate your users.
{% hint style="info" %}
If you don't need the GraphQL API, you won't need to create an authorization server. See the [Configuring the authentication without the GraphQL API ](#configuring-the-authentication-without-the-graphql-api)for instructions.
{% endhint %}
## Prerequisites
* Make sure to have a licensed copy of WorkflowGen installed and running on a server. You must be a WorkflowGen administrator.
* Make sure to have an Okta administrator access to be able to configure it properly.
* Make sure to have provisioned an existing Okta user that you can authenticate with to WorkflowGen and that the user has administrator privileges. This is important because once you've activated the delegation, you'll still need to be able to manage the application. (The Okta user is in fact a user of an identity provider that's linked to Okta, such GitHub or Google. You have to provision at least one of the users.)
* AES encryption mode and its key are required for the authentication to work.
{% hint style="warning" %}
* The WorkflowGen user's **username** must match their Okta user's **username** in order to identify and authenticate the correct user from Okta.
* To test your configuration after the steps below, you can add an Okta user in the Okta portal's **Users** section.
* When importing users into WorkflowGen from the Okta database, make sure to set the username as the email (e.g. `john.doe@example.com`).
{% endhint %}
## Configuring the authentication with the GraphQL API
The configuration of Okta will be done in several steps. First, you have to configure an authorization server in the web interface; then, you have to add a regular web application.
{% hint style="warning" %}
The WorkflowGen GraphQL API (authorization server) configuration is **required** if you want to use the **WorkflowGen Plus v2** mobile app.
{% endhint %}
### Step 1: Create an authorization server
An Okta authorization server is a logic element that defines the security boundaries of your system when an application wants to access your resources via an API.
> An authorization server defines your security boundary, and is used to mint access and identity tokens for use with OIDC clients and OAuth 2.0 service accounts when accessing your resources via API. Within each authorization server you can define your own OAuth scopes, claims, and access policies.\
> \
> \&#xNAN;*Source: Information sidebar in Okta's administrative panel*
You can find more information on authorization servers on the [Okta developer website](https://developer.okta.com/authentication-guide/implementing-authentication/set-up-authz-server).
#### **To create an authorization server with a classic usage:**
1. Go to the Okta Developer portal and log in to your account.
2. In the left panel, choose **API** under the **Security** menu.
3. Click the **Add Authorization Server** button on the **Authorization Servers** tab.
4. Enter the following information:
* **Name:** `WorkflowGen GraphQL API`
* **Audience:** `/graphql`
* **Description:** `WorkflowGen GraphQL API` (or whatever description you want)
5. Click the **Save** button.
#### **To create an authorization server with multi-audience support:**
1. Go to the Okta Developer portal and log in to your account.
2. In the left panel, choose **API** under the **Security** menu.
3. Click the **Add Authorization Server** button on the **Authorization Servers** tab.
\
4. Enter the following information:
* **Name:** `My APIs`
* **Audience:** `my-apis`
* **Description:** `Authorization server for all my APIs` (or whatever description you want)
5. Click the **Save** button.
### Step 2: Add the scope
#### **For classic usage:**
1. Go to the WorkflowGen GraphQL API authorization server's **Scopes** tab.\
\
2. Click the **Add Scope** button.
3. Enter the following information:
* **Name:** `default`
* **Display phrase:** `default`
* **Description:** `Use the default scope if no other scope is specified`
* **Default scope:** Check `Set as a default scope`
\
4. Click the **Create** button.
#### **For multi-audience support:**
1. Go to the WorkflowGen GraphQL API authorization server's **Scopes** tab.\
\
2. Click the **Add Scope** button.
3. Enter the following information:
* **Name:** `wfgen-graphql-full-access`
* **Display phrase**: `wfgen-graphql-full-access`
* **Description:** `Full access to the WorkflowGen GraphQL API`
\
4. Click the **Create** button.
You've now properly configured your Okta authorization server for the WorkflowGen GraphQL API.
### Step 3: Add a claim
1. Go to the **Claims** section, then click the **Add Claim** button.
2. Enter the following information:
* **Name:** `com.workflowgen.api.username`
* **Include in token type:** Select `Access Token`
* **Value Type:** Select `Expression`
* **Value:** Enter the following Okta code:
```javascript
appuser.username != null ? appuser.username : appuser.email != null ? appuser.email : appuser.nickname != null ? appuser.nickname : null
```
* **Include in:** Select `Any scope`
✏️ **Note:** This step will ensure that WorkflowGen and the GraphQL API will always get a username through the same claim instead of having to make a lot of conditional statements.\
\
3. Click the **Create** button.
4. Add a **second claim** with the same information, but this time, set the **Include in token type** property to `ID Token`.\
\
5. Click the **Create** button.
### Step 4: Add the server access policy
You now need to configure the authorization server access policy.
1. Go to the WorkflowGen GraphQL API authorization server's **Access Policies** tab.
2. Click the **Add Policy** button.
3. Enter the following information:
* **Name:** `All Clients Policy`
* **Description:** `Enables all clients to have access to this application server›.`
* **Assign to**: `All clients`
\
4. Click the **Create Policy** button.
5. Click the **Add Rule** button.
6. Enter the following information:
* **Rule Name:** `All Grant Types; Any Scopes; Any User assigned`
* Leave the other settings set to their defaults.
7. Click the **Create Rule** button.
You've now successfully configured the authorization server access policy. There's just one more step needed in order for the client credentials flow to work, which will enable you to use machine-to-machine authentication with Okta and the WorkflowGen GraphQL API.
### Step 5: Create the WorkflowGen web application
1. Go to the Okta Developer portal.
2. In the **Applications** item under the **Applications** menu, click the **Create App Integration** button.
3. Select the following options in **Create a new app integration**, then click **Next**:
* **Sign-in method:** `OIDC - OpenID Connect`
* **Application type:** `Web Application`
4. Enter the following information:
* **App integration name:** `WorkflowGen`
* **Grant type:** Check `Authorization Code`
* **Sign-in redirect URIs:** `/auth/callback`
* **Sign-out redirect URIs:** `/auth/logout/return`
* **Base URIs:** `` without any path (just the base URL); for example, `https://localhost`, if `` is `https://localhost/wfgen`
* **Controlled access:** Check `Allow everyone in your organization to access`
* Leave the remaining properties set to their defaults.\
\
\
\
5. Click the **Save** button.
6. On the **General** tab of your WorkflowGen web application page, click the **Edit** button in the **General Settings** section.
7. Enter the following information:
* **Initiate login URI**: `/auth/callback`
\
8. Click **Save**.
You've now successfully configured Okta for your WorkflowGen instance.
#### Review the registration
You should now have all the information you need to configure WorkflowGen to delegate the authentication to Okta. Here's a review:
* A `client ID` and a `client secret` which can be found on the Okta **WorkflowGen** web application's **General** tab.\
\
* An `audience` and a `metadata endpoint (Metadata URI)` which can be found on the Okta **WorkflowGen GraphQL API** authorization server page.\
\
### WorkflowGen configuration
Now, you need to configure WorkflowGen to delegate its authentication to Okta.
#### Step 1: Add Okta values to the WorkflowGen `web.config`
Open the WorkflowGen `web.config` file and **add/update** the following properties:
**Classic usage**:
```html
```
**With multi-audience support**:
```html
```
* Replace `` with the client ID of the **WorkflowGen** web application from Okta.
* Replace `` with the client secret of the **WorkflowGen** web application from Okta.
* Replace `` with the **Metadata URI** property found in the **WorkflowGen GraphQL API**'s **settings** page. Then, replace the last part, `/.well-known/oauth-authorization-server`, with `/.well-known/openid-configuration` (e.g. `https://{YOUR_OKTA_DOMAIN}/oauth2/{AUTH_SERVER_ID}/.well-known/openid-configuration`).
You've probably noticed that the setting with the `ApplicationSecurityAuthUsernameClaim` key is set to the value entered in a rule earlier. Therefore, you could use any value here provided that you also modify the rule.
{% hint style="info" %}
For information about available configuration options to use with your instance, see the [Web and Application Configuration Parameters](https://docs.workflowgen.com/tech/10.0/appendix-web-and-application-configuration-parameters#auth) appendix.
{% endhint %}
WorkflowGen is now linked to Okta and back. The last thing left to do is configure a few more options in order to finish the internal wiring of WorkflowGen so that it can delegate its authentication.
#### Step 2: Add some security values for session generation
In order to generate a session token, you need to add a few more settings to the `web.config` file.
1. Open the WorkflowGen `web.config` file and **add/update** the following property:
```html
```
2. Replace `` with a value that can't be easily guessed, such as a UUID.
The secret will be only accessible inside your instance of WorkflowGen, so when generating a session token, WorkflowGen will sign it with this secret in order to check the validity of all session tokens passed to it.
#### Step 3: Activate the authentication delegation
You now need to activate the delegation by replacing the authentication system in IIS and pointing WorkflowGen's modules to the correct authentication module.
**Configure IIS**
1. In IIS Manager, click on the WorkflowGen application in the tree view.
2. Click the **Authentication** button.
3. Enable **Anonymous Authentication**, and disable all other authentications.
Perform these steps for all sub-applications as well.
**Add properties to the `web.config` files of certain modules**
Certain modules need to have their authentication checked by the special `Advantys.Security.JWTAuthenticationModule` WorkflowGen authentication module, but certain other modules should not because they are either public or aren't part of the global authentication system.
1. Open the WorkflowGen `web.config` file and add/update the following property:
```html
```
2. In the `auth` module's `web.config`, **add/update** the following property:
```html
```
This line removes the authentication Node.js module from the global authentication system, because this Node.js application encapsulates the OpenID Connect authentication mechanisms.
3. Repeat the above two steps for the `hooks` and `scim` modules as well.
4. Copy the following .NET assemblies and dependency libraries from `\wfgen\bin` to each custom webform's `\bin` folder (`\wfgen\wfapps\webforms\\bin`):
* `Advantys.My.dll`
* `Advantys.Security.dll`
* `Newtonsoft.Json.dll`
* `jose-jwt.dll`
{% hint style="success" %}
You should now have a working WorkflowGen instance with the authentication delegated to Okta through the OpenID Connect protocol. Make sure to have provisioned your users to WorkflowGen in order for them to successfully access WorkflowGen.
{% endhint %}
## Configuring the authentication without the GraphQL API
If for some reason you can't add an authorization server in your Okta account and you don't need GraphQL API authentication configured with the provider, you can avoid creating the server and configure WorkflowGen with the default Okta authorization server.
### Step 1: Create the WorkflowGen web application
1. Go to the Okta Developer portal.
2. In the **Applications** item under the **Applications** menu, click the **Create App Integration** button.
3. Select the following options in **Create a new app integration**, then click **Next**:
* **Sign-in method:** `OIDC - OpenID Connect`
* **Application type:** `Web Application`
4. Enter the following information:
* **App integration name:** `WorkflowGen`
* **Grant type:** Check `Authorization Code`
* **Sign-in redirect URIs:** `/auth/callback`
* **Sign-out redirect URIs:** `/auth/logout/return`
* **Base URIs:** `` without any path (just the base URL); for example, `https://localhost`, if `` is `https://localhost/wfgen`
* **Controlled access:** Check `Allow everyone in your organization to access`
* Leave the remaining properties set to their defaults.\
\
\
\
5. Click the **Save** button.
6. On the **General** tab of your WorkflowGen web application page, click the **Edit** button in the **General Settings** section.
7. Enter the following information:
* **Initiate login URI**: `/auth/callback`
\
8. Click **Save**.
You've now successfully configured Okta for your WorkflowGen instance.
### Step 2: Configure WorkflowGen
Add or update the following configuration options in the WorkflowGen `web.config` file.
* Change `MetadataUrl` to `https:///.well-known/openid-configuration`.
* Change `UsernameClaim` to `preferred_username`.
* Change `AuthAudience` to the client ID of the configured **WorkflowGen** web application from Okta.
* Set the `ApplicationSecurityAuthDecodeAccessToken` option to `N`.
{% hint style="warning" %}
* Keep in mind that by setting `ApplicationSecurityAuthDecodeAccessToken=N`, the expiration date of the session token generated by WorkflowGen will be based on that of the ID token.
* You won't be able to use the access token received from Okta to query the GraphQL API. This access token will give you access to the Okta API and nothing else. To query the GraphQL API, you'll need to configure its authentication with another method, like **Basic** authentication.
{% endhint %}
#### **Classic usage:**
```html
```
### Step 3: Add some security values for session generation
In order to generate a session token, you need to add a few more settings to the `web.config` file.
1. Open the WorkflowGen `web.config` file and **add/update** the following property:
```html
```
2. Replace `` with a value that can't be easily guessed, such as a UUID.
The secret will be only accessible inside your instance of WorkflowGen, so when generating a session token, WorkflowGen will sign it with this secret in order to check the validity of all session tokens passed to it.
### Step 4: Activate the authentication delegation
You now need to activate the delegation by replacing the authentication system in IIS and pointing WorkflowGen's modules to the correct authentication module.
#### **Configure IIS**
1. In IIS Manager, click on the WorkflowGen application in the tree view.
2. Click the **Authentication** button.
3. Enable **Anonymous Authentication**, and disable all other authentications.
Perform these steps for all sub-applications as well.
#### **Add properties to the `web.config` files of certain modules**
Certain modules need to have their authentication checked by the special `Advantys.Security.JWTAuthenticationModule` WorkflowGen authentication module, but certain other modules should not because they are either public or aren't part of the global authentication system.
1. Open the WorkflowGen `web.config` file and add/update the following property:
```html
```
2. In the `auth` module's `web.config`, **add/update** the following property:
```html
```
This line removes the authentication Node.js module from the global authentication system, because this Node.js application encapsulates the OpenID Connect authentication mechanisms.
3. Repeat the above two steps for the `hooks` and `scim` modules as well.
4. Copy the following .NET assemblies and dependency libraries from `\wfgen\bin` to each custom webform's `\bin` folder (`\wfgen\wfapps\webforms\\bin`):
* `Advantys.My.dll`
* `Advantys.Security.dll`
* `Newtonsoft.Json.dll`
* `jose-jwt.dll`
{% hint style="success" %}
You should now have a working WorkflowGen instance with the authentication delegated to Okta through the OpenID Connect protocol. Make sure to have provisioned your users to WorkflowGen in order for them to successfully access WorkflowGen.
{% endhint %}