Configuring Okta Provisioning for Vivantio ITSM

This guide will help you configure Okta Provisioning for Vivantio ITSM.

• Features
• Requirements / Limitations
• Step by Step Instructions

If you're looking for instructions on setting up Single Sign On, please refer to Setting up Single Sign On with Okta.

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Features

The following provisioning features are supported:

• Create Contact
  When a new user is created in Okta, a Contact will be created in Vivantio
• Update Contact
  When a user is updated in Okta, the corresponding contact in Vivantio will be updated
• Deactivate Contact
  When a user is removed from Okta, the corresponding contact in Vivantio will be disabled

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Requirements / Limitations

Okta provisioning is available in both Vivantio Pro and Vivantio ITSM. No configuration is required within Vivantio. However, please note the following requirements / limitations:

• Provisioning is available for Contacts only, not Technicians
• Only basic attributes (name, email, and phone number) can be provisioned (Support for custom attributes will introduced in a future release)
• Okta provisioning is currently only supported when Client Management is not enabled within Vivantio (Support for client management will be introduced in a future release)
• Configuring multiple Okta tenants to provision to a single Vivantio tenant is not supported (This will be made available in a future release)
• Vivantio supports provisioning from Okta to Vivantio only - there are no plans to introduce provisioning from Vivantio to Okta

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Step by Step Instructions

Within the Applications area of Okta, click 'Add Application', and search for Vivantio. Vivantio's provisioning app is named "Vivantio ITSM" - select it, and click Add:


On the General Settings screen, leave the default settings as they are, and click the 'Next' button:


On the 'Sign-On Options' screen, leave the default settings as they are, and click 'Save' (these options are not used - Single Sign On is configured separately, please refer to Setting up Single Sign On with Okta):


Click the 'Provisioning' tab, then click the 'Configure API Integration' button:


Check the 'Enable API Integration' box:

Enter the following details:

• SCIM 2.0 Base Url
  https://webservices-na01.vivantio.com/scim/v2/
• Username / Password
  Use your Vivantio API Credentials (these can be found in the Vivantio Admin Area under Integration & API » Downloads)

Then click the 'Save' button. You will then see the 'Provisioning to App' screen:


Click the 'Edit' button, then enable the options to 'Create Users', 'Update User Attributes', and 'Deactivate Users'; then click 'Save'.

Success! Okta Provisioning is now enabled!

If you run into any problems, please email our support team for further assistance.