This section shows how to set up ODBC connectivity and configure DSNs on macOS.

Minimum macOS Version

The CData ODBC Driver for Okta driver requires macOS Sierra (10.12) or above.

Licensing the Driver

In a terminal, run the following commands to license the driver. To activate a trial, omit the <key> input.

cd "/Applications/CData ODBC Driver for Okta/bin"
sudo ./install-license.sh <key>

You'll be prompted for a name and password. These refer to your name and your machine's password.

Connecting to Okta

To connect to Okta, set this parameter:

• Domain: Your Okta domain.

Authenticating to Okta

Okta supports OAuth authentication only. To enable this authentication from all OAuth flows, you must create a custom OAuth application.

The following subsections describe how to authenticate to Okta from three common authentication flows.

For information about how to create a custom OAuth application, see Creating a Custom OAuth Application.

For a complete list of connection string properties available in Okta, see Connection.

Desktop Applications

To connect via a desktop application, you must set and refresh the OAuth acess token.

Get and Refresh the OAuth Access Token

After setting the following, you are ready to connect:

• OAuthClientId: The Key displayed when you created your custom OAuth application.
• OAuthClientSecret: The Secret displayed when you created your custom OAuth application.
• CallbackURL: The Callback URL defined when you registered your application. This is typically set to http://localhost:33333.

When you connect, the driver opens Okta's OAuth endpoint in your default browser. Log in and grant permissions to the application.

When the access token expires, the driver refreshes it automatically.

Automatic Refresh of the OAuth Access Token

To have the driver automatically refresh the OAuth access token:

1. Before connecting to data for the first time, set these connection parameters:
   • InitiateOAuth: REFRESH.
   • OAuthClientId: The Key displayed when you created your custom OAuth application.
   • OAuthClientSecret: The Secret displayed when you created your custom OAuth application.
   • OAuthAccessToken: The access token returned by GetOAuthAccessToken.
   • OAuthSettingsLocation: The path where you want the driver to save the OAuth values, which persist across connections.

2. On subsequent data connections, set:
   • InitiateOAuth
   • OAuthSettingsLocation

Manual refresh of the OAuth access token:

The only value needed to manually refresh the OAuth access token is the OAuth refresh token.

1. To manually refresh the OAuthAccessToken after the ExpiresIn period (returned by GetOAuthAccessToken) has elapsed, call the RefreshOAuthAccessToken stored procedure.
2. Set these connection properties:
   • OAuthClientId: The Client Id in your custom OAuth application settings.
   • OAuthClientSecret: The Client Secret in your custom OAuth application settings.

3. Call RefreshOAuthAccessToken with OAuthRefreshToken set to the OAuth refresh token returned by GetOAuthAccessToken.
4. After the new tokens have been retrieved, set the OAuthAccessToken property to the value returned by RefreshOAuthAccessToken. This opens a new connection.

Store the OAuth refresh token so that you can use it to manually refresh the OAuth access token after it has expired.

Headless Machines

To configure the driver to use OAuth with a user account on a headless machine, you need to authenticate on another device that has an internet browser.

Note: Depending on whether AuthScheme is set to code or client, authentication is performed with either an authorization code or a client credentials grant type.

You can do this in either of the following ways:

• Option 1: Obtain the OAuthVerifier value.
• Option 2: Install the driver on a machine with an internet browser and transfer the OAuth authentication values after you authenticate through the usual browser-based flow.

After you execute either Option 1 or Option 2, configure the driver to automatically refresh the access token on the headless machine.

Option 1: Obtain and Exchange a Verifier Code

To obtain a verifier code, you must authenticate at the OAuth authorization URL as follows:

1. Authenticate from the machine with an internet browser and obtain the OAuthVerifier connection property.

   Set these properties:

   • InitiateOAuth: OFF.
   • OAuthClientId: The Key displayed when you created your custom OAuth application.
   • OAuthClientSecret: The Secret displayed when you created your custom OAuth application.

2. Call the GetOAuthAuthorizationURL stored procedure. The stored procedure returns the CallbackURL established when the custom OAuth application was registered. (See Creating a Custom OAuth Application.)

   Copy this URL and paste it into a new browser tab.

3. Log in and grant permissions to the driver. The OAuth application redirects you the redirect URI, with a parameter called code appended. Note the value of this parameter; you will need it later, to configure the OAuthVerifier connection property.

4. Exchange the OAuth verifier code for OAuth refresh and access tokens.

   On the headless machine, to obtain the OAuth authentication values, set these properties:

   • InitiateOAuth: REFRESH.
   • OAuthVerifier: The verifier code (the value of the code parameter in the Callback URL).
   • OAuthClientId: The Key displayed when you created your custom OAuth application.
   • OAuthClientSecret: The Secret displayed when you created your custom OAuth application.
   • OAuthSettingsLocation: Persist the encrypted OAuth authentication values to the specified location.

5. Test the connection to generate the OAuth settings file.

6. You are ready to connect after you re-set these properties:

   • InitiateOAuth: REFRESH.
   • OAuthClientId: The Key displayed when you created your custom OAuth application.
   • OAuthClientSecret: The Secret displayed when you created your custom OAuth application.
   • OAuthSettingsLocation: The location containing the encrypted OAuth authentication values. To enable the automatic refreshing of the access token, be sure that this file gives read and write permissions to the driver.

Option 2: Transfer OAuth Settings

Prior to connecting on a headless machine, you must install and create a connection with the driver on a device that supports an internet browser. Set the connection properties as described above in "Desktop Applications".

After completing the instructions in "Desktop Applications", the resulting authentication values are encrypted and written to the path specified by OAuthSettingsLocation. The default filename is OAuthSettings.txt.

Test the connection to generate the OAuth settings file, then copy the OAuth settings file to your headless machine.

To connect to data via the headless machine, set these connection properties:

• InitiateOAuth: REFRESH.
• OAuthClientId: The Secret displayed when you created your custom OAuth application.
• OAuthSettingsLocation: The location of the OAuth settings file you copied from the machine with the browser. To enable automatic refreshing of the access token, ensure that this file gives read and write permissions to the driver.

Uninstalling the Driver

The easiest way to uninstall the driver is to open a terminal and run the included uninstall.sh script, located in the installation directory. For example:

cd "/Applications/CData ODBC Driver for Okta"
sudo ./uninstall.sh

Note: The script needs to be run from the installation directory.