Okta_Professional_Performance_Exam_Sections_FULL

Okta Professional Performance Exam — Exam Sections

A practical study deck: tasks • steps • tips • verification • syslog

Agenda

• Use Case 1: Account Creation & User Management
• Use Case 2: Application Setup with OIN
• Use Case 3: Attribute Mapping & Offboarding
• Use Case 4: Security Enforcement
• Use Case 5: Troubleshooting
• Use Case 6: Syslog & Okta Support

Use Case 1: Account Creation & User Management

Create a user account

Admin Console Path Admin Console → Directory → People → Add person What You'll Do 1. Click Add person. 2. Enter First name, Last name, Username (often an email), and Primary email. 3. Choose an initial password option: Set by admin / Set by user on first login. 4. Optionally assign groups now (e.g., 'Employees'). 5. Click Save to create the user; Activate if required.

Create a user account — Verification & Tips

Verify It • Open Directory → People and confirm the user appears with status 'Active' or 'Staged'. • Open the user → Profile tab to confirm attributes are present. • Check System Log for user.lifecycle.create event. Tips & Pitfalls • Usernames must be unique across the org. • If using AD/HR as a source, ensure profile source/ownership isn’t overridden by Okta. • For exam speed: have a naming scheme (e.g., test.userX@yourdomain.com). Useful System Log Queries eventType eq "user.lifecycle.create" target.displayName eq "First Last" Screenshot Guide People list and Add person dialog.

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Add a custom attribute

Admin Console Path Admin Console → Directory → Profile Editor → Okta User (or specific App/User type) → Add attribute What You'll Do 1. Open Profile Editor and select the profile (e.g., Okta User). 2. Click Add attribute. 3. Define Display name, Variable name (e.g., departmentCode), and Data type. 4. Set attribute length/format and whether it’s required or user-editable. 5. Save the attribute; review mappings if needed.

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Add a custom attribute — Verification & Tips

Verify It • Open a user’s Profile to see the new field under the chosen profile. • Edit the user → set a sample value; Save. • Check System Log for schema.update.profile event (if applicable). Tips & Pitfalls • Plan naming conventions to avoid collisions. • If attribute will map to apps, add it to those profiles too. • Consider indexing if used in group rules/filters (where available). Useful System Log Queries eventType sw "schema" debugContext.debugData.profileId pr Screenshot Guide Profile Editor → Okta User profile page and Add attribute dialog.

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Edit a user profile

Admin Console Path Admin Console → Directory → People → (select user) → Profile → Edit What You'll Do 1. Search and open the user record. 2. Click Profile tab → Edit. 3. Change desired fields (e.g., title, manager, department). 4. Click Save; if app mappings exist, verify they don’t get overwritten by source-of-truth.

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Edit a user profile — Verification & Tips

Verify It • Confirm updated values appear on Profile details. • Review Mappings to see pushes/pulls based on profile source. • Check System Log for user.account.update_profile. Tips & Pitfalls • If an external directory is the profile source, edits may be read-only or overwritten. • Use Notes or custom attributes to avoid collisions with sourced attributes. Useful System Log Queries eventType eq "user.account.update_profile" target.id eq "" Screenshot Guide User Profile page and Edit panel.

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Create a group

Admin Console Path Admin Console → Directory → Groups → Add group What You'll Do 1. Click Add group. 2. Provide a clear Name (e.g., APP_Salesforce_Users) and Description. 3. Save the group.

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Create a group — Verification & Tips

Verify It • Search for the group in Groups list. • Open it to confirm it has the expected Name and empty membership initially. Tips & Pitfalls • Adopt a naming standard like APP__ or ORG_. • Keep descriptions specific for audit/troubleshooting. Useful System Log Queries eventType eq "group.lifecycle.create" Screenshot Guide Groups list and Add group dialog.

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Manually assign users to a group

Admin Console Path Admin Console → Directory → Groups → (open group) → People → Assign people What You'll Do 1. Open the target group. 2. Go to People tab → Assign people. 3. Search/select user(s) → Assign → Done.

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Manually assign users to a group — Verification & Tips

Verify It • Confirm the user now appears as a member under the group People tab. • Open the user → Groups tab to see the membership. Tips & Pitfalls • Prefer group rules for scale; manual adds are fine for exceptions/tests. • Watch for conflicting rules that might later remove membership. Useful System Log Queries eventType eq "group.user_membership.add" target.type eq "User" and debugContext.debugData.groupId eq "" Screenshot Guide Group → People tab with Assign people flow.

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Create a group rule

Admin Console Path Admin Console → Directory → Groups → Rules → Add rule What You'll Do 1. Click Add rule. 2. Name the rule and define If conditions (e.g., user.profile.department == "Sales"). 3. Set Then action → Assign to specific group(s). 4. Save; Apply rule to evaluate existing users.

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Create a group rule — Verification & Tips

Verify It • Check affected users now appear in the destination group. • Open a user → Groups tab to confirm automatic assignment. • System Log shows group.rule.evaluate events. Tips & Pitfalls • Use Okta EL for complex conditions (e.g., startsWith, contains, toLowerCase). • Remember rule evaluation order; overlapping rules can cause surprises. • Use 'Preview' (where available) to test conditions before applying. Useful System Log Queries eventType sw "group.rule" outcome.result in {"SUCCESS","SKIP"} Screenshot Guide Group Rules list and Add rule builder with condition/action.

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Assign a standard administrator role to a group

Admin Console Path Admin Console → Security → Administrators → Assign admin → Group What You'll Do 1. Click Assign admin → Group. 2. Pick the group and choose a standard role (e.g., Read Only Admin, Group Admin, App Admin). 3. Limit scope if prompted (apps/groups) for least privilege. 4. Save.

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Assign a standard administrator role to a group — Verification & Tips

Verify It • Open the group → Admin roles tab shows the assigned role. • Test with a user of that group in a separate browser session. Tips & Pitfalls • Prefer group-based role assignment for scale/governance. • Use scopes/resource sets for safer delegation (where supported). Useful System Log Queries eventType sw "security.admin" debugContext.debugData.roleName pr Screenshot Guide Security → Administrators page showing Assign admin → Group workflow.

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Create a custom role & resource set and assign to a group

Admin Console Path Admin Console → Security → Administrators → Roles (Custom) & Resource Sets What You'll Do 1. Go to Roles → Create role → Name and select granular permissions (e.g., Manage Groups, View Users). 2. Go to Resource Sets → Create resource set → choose resources (specific apps, groups, policies). 3. Assign → Group: select the group, attach the custom role and resource set. 4. Save.

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Create a custom role & resource set and assign to a group — Verification & Tips

Verify It • Security → Administrators shows the custom assignment. • Test with a user from that group; confirm only scoped resources are manageable. Tips & Pitfalls • Design for least privilege; start narrow, expand as needed. • Document which groups get what permissions for audits. Useful System Log Queries eventType sw "security.admin" debugContext.debugData.resourceSetId pr Screenshot Guide Custom Roles and Resource Sets creation pages; Assign to Group dialog.

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Use Case 2: Application Setup with OIN

Integrate an app from the OIN using SAML SSO

Admin Console Path Admin Console → Applications → Applications → Browse App Catalog → Add Integration What You'll Do 1. Find the target app in the Okta Integration Network (OIN). 2. Choose SAML 2.0 sign-on mode and Add integration. 3. General Settings: Name the app; optionally upload logo. 4. Sign On tab: Edit SAML settings → configure ACS URL, Audience URI (SP Entity ID), NameID format. 5. Add Attribute Statements/Claims as required; Finish. 6. Download Okta metadata (XML) and provide to SP if needed.

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Integrate an app from the OIN using SAML SSO — Verification & Tips

Verify It • Assign a test user, then launch from their End-User Dashboard. • Confirm SSO works (no unexpected prompts/errors). • Check System Log for saml.authentication statements and app sign-in events. Tips & Pitfalls • Match ACS/Audience exactly; watch for trailing slashes. • Use the app’s setup guide from the catalog entry when available. • Keep NameID consistent with SP expectation (email, username, persistent). Useful System Log Queries eventType sw "app.oauth2" OR sw "app.auth.sso" OR sw "saml" debugContext.debugData.samlRequestId pr Screenshot Guide App Catalog entry, SAML settings wizard pages, Sign On tab.

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Set up user provisioning from Okta to an app (SCIM)

Admin Console Path Admin Console → Applications → Applications → (app) → Provisioning → Integration What You'll Do 1. Open the app → Provisioning tab → Integration → Configure API Integration. 2. Provide API token/credentials for SCIM connection; Test API Credentials. 3. Provisioning To App: enable Create, Update, Deactivate. 4. Review Profile Editor mappings between Okta User and AppUser; adjust as needed. 5. Save.

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Set up user provisioning from Okta to an app (SCIM) — Verification & Tips

Verify It • Assign a test user/group to the app and verify a new account is created in the target app. • In the user record → Applications tab confirm AppUser exists with correct username. • System Log shows application.user.lifecycle.create/update events. Tips & Pitfalls • Start with a dedicated test group; enable incremental provisioning safely. • Ensure unique username format matches app constraints. • Be mindful of rate limits and SCIM base URL correctness. Useful System Log Queries eventType sw "application.user.lifecycle" outcome.result in {"SUCCESS","FAILURE"} Screenshot Guide Provisioning tab → Integration pane, and Mappings page.

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Assign a group to an app

Admin Console Path Admin Console → Applications → Applications → (app) → Assignments → Assign → Assign to Groups What You'll Do 1. Open the app → Assignments. 2. Click Assign → Assign to Groups. 3. Select the desired group(s) → Done.

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Assign a group to an app — Verification & Tips

Verify It • Group members inherit the app assignment. • Spot-check a user’s Applications tab to see the app present. Tips & Pitfalls • Use app-specific access groups (APP__Users). • Attach the app’s authentication policy to manage sign-on requirements. Useful System Log Queries eventType eq "application.user_membership.add" OR "application.group.assignment.add" Screenshot Guide App → Assignments tab showing Assign to Groups dialog.

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Verify a user was successfully provisioned to an app

Admin Console Path Admin Console → Directory → People → (user) → Applications; and System Log What You'll Do 1. Open the user → Applications tab; confirm AppUser account exists and is Active. 2. Log in as/with the user (or use test) to launch the app; confirm access. 3. Check the target app’s admin portal for the new account.

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Verify a user was successfully provisioned to an app — Verification & Tips

Verify It • System Log contains application.user.lifecycle.create and possibly provisioning task audit. • End-user can see and launch the app from dashboard (if SSO assigned). Tips & Pitfalls • If provisioning failed, re-run ‘Force Sync’ (where available) or review mappings. • Check username conflicts in target app. Useful System Log Queries eventType sw "application.user.lifecycle.create" debugContext.debugData.appInstanceId pr Screenshot Guide User → Applications tab; System Log filtered by the user and app.

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Use Case 3: Attribute Mapping & Offboarding

Map attributes between Okta and an app

Admin Console Path Admin Console → Directory → Profile Editor → Mappings (Okta User ↔ AppUser) What You'll Do 1. Open Profile Editor → find the application’s AppUser profile. 2. Click Mappings (Okta User → AppName User and reverse). 3. Set expressions for target attributes (e.g., appuser.username = toLowerCase(user.email)). 4. Decide push direction and Apply updates. 5. Save mappings.

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Map attributes between Okta and an app — Verification & Tips

Verify It • Update a user’s attribute in Okta and run a push/provisioning update. • Confirm the mapped value updated in the target app account. Tips & Pitfalls • Use Okta EL functions: toLowerCase(), concat(), substringAfter(). • Avoid overwriting critical identifiers unless intended (username vs email). Useful System Log Queries eventType sw "application.user.profile" OR sw "user.account.update_profile" Screenshot Guide Profile Editor → AppUser Mappings screen.

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Deactivate a user and verify the user cannot access an app

Admin Console Path Admin Console → Directory → People → (user) → More Actions → Deactivate What You'll Do 1. Open the user → More actions → Deactivate; confirm. 2. If provisioning is enabled: app accounts should be deactivated/removed per settings. 3. Clear user’s sessions to enforce sign-out everywhere.

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Deactivate a user and verify the user cannot access an app — Verification & Tips

Verify It • User status becomes Deactivated in People list. • Target app shows the account disabled/removed; user can’t sign in or launch app. • System Log shows user.lifecycle.deactivate and application.user.lifecycle.deactivate. Tips & Pitfalls • Check app deprovision behavior (Suspend vs Delete) in Provisioning settings. • For terminations, also revoke tokens and reset MFA where appropriate. Useful System Log Queries eventType eq "user.lifecycle.deactivate" eventType sw "application.user.lifecycle.deactivate" Screenshot Guide User page with Deactivate action; app provisioning results.

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Use Case 4: Security Enforcement

Set up an authenticator and enrollment policy

Admin Console Path Admin Console → Security → Authenticators → (Enrollments) and Setup What You'll Do 1. Go to Authenticators → Setup: enable desired factors (e.g., Okta Verify, FIDO2, Email). 2. Enrollments: Create a new policy targeting specific groups (e.g., Everyone). 3. Add rules to require/enroll authenticators at sign-in or for recovery. 4. Order rules by priority; Save.

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Set up an authenticator and enrollment policy — Verification & Tips

Verify It • Test user sign-in prompts for required factors. • System Log shows user.authentication.auth_via_factor and enrollment events. Tips & Pitfalls • Balance security and usability: offer at least 2 factors for recovery. • Avoid over-restrictive constraints that block new users from enrolling. Useful System Log Queries eventType sw "user.authentication" debugContext.debugData.factor pr Screenshot Guide Authenticators page showing enabled factors and Enrollment policy builder.

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Add a rule to the global session policy

Admin Console Path Admin Console → Security → Global Session Policy → Add rule What You'll Do 1. Open Global Session Policy → Add rule. 2. Define conditions: groups, network zones, device, platform, risk level. 3. Set actions: session lifetime, re-auth frequency, persistent session allowed. 4. Save and order the rule appropriately.

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Add a rule to the global session policy — Verification & Tips

Verify It • Sign in with a test user and observe session length or re-auth prompts. • System Log: policy.evaluate.session and session.start/update events. Tips & Pitfalls • Keep a top ‘break glass’ rule for admins in case stricter rules cause lockouts. • Document rationale for timeouts vs security posture. Useful System Log Queries eventType sw "policy.evaluate.session" eventType eq "user.session.start" Screenshot Guide Global Session Policy with conditions/actions editor.

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Add an authentication policy

Admin Console Path Admin Console → Security → Authentication Policies → Add Policy What You'll Do 1. Click Add Policy; name it for the app(s) it will govern. 2. Add rules: define conditions (groups, network, device) and required authenticators. 3. Attach this policy to target app(s): App → Sign On tab → Authentication policy → Select your policy. 4. Save.

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Add an authentication policy — Verification & Tips

Verify It • Test app launch with a user meeting rule conditions; verify MFA prompts. • System Log shows policy.evaluate.sign_on and app access events. Tips & Pitfalls • Use different rules per risk context; place strict rules higher. • Pair with device context if available for phishing-resistant flows. Useful System Log Queries eventType sw "policy.evaluate.sign_on" Screenshot Guide Authentication Policies list, rule editor, and App → Sign On policy selector.

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Set up password policies for self-service recovery

Admin Console Path Admin Console → Security → Authentication → Password (or Security → Password) What You'll Do 1. Create a new Password policy targeting the relevant groups. 2. Set complexity (length, character sets, history) and age rules (expiry/rotation). 3. Enable Self-Service Password Reset (SSPR) recovery options (Email/SMS/Voice/Okta Verify). 4. Save and prioritize policy order.

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Set up password policies for self-service recovery — Verification & Tips

Verify It • Use a test user to perform ‘Forgot password’ and verify recovery flows. • Check System Log: user.account.reset_password or password.recovery.initiate. Tips & Pitfalls • Ensure at least one verified recovery factor; email is the minimum. • Avoid overly aggressive rotations; align with standards and UX. Useful System Log Queries eventType sw "user.account.reset_password" OR sw "user.account.update_password" Screenshot Guide Password policy configuration and Recovery options.

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Verify a user must use the required authenticators

Admin Console Path Admin Console → Security → Authentication Policies / Authenticators → Enrollment What You'll Do 1. Ensure the target app uses your Authentication policy requiring specific authenticators. 2. Ensure user’s group falls under an Enrollment policy requiring those factors. 3. Sign in as the test user; attempt app launch; observe factor prompts. 4. Adjust rule order/conditions if prompts are not as expected.

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Verify a user must use the required authenticators — Verification & Tips

Verify It • System Log shows which factor was challenged and satisfied. • End-user experience matches the policy (e.g., FIDO2 required). Tips & Pitfalls • Conflicts arise if multiple policies target the user; check ordering and scope. • For exam speed: jot down which groups each policy targets. Useful System Log Queries eventType sw "user.authentication.auth_via_factor" debugContext.debugData.amr pr Screenshot Guide Authentication policy rule and Enrollment policy scoping to groups.

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Use Case 5: Troubleshooting

Troubleshoot: user cannot sign in to the Okta Org

Admin Console Path Admin Console → Directory → People; Security → Authenticators/Policies; Reports → System Log What You'll Do 1. Check user status (Active/Locked/Deactivated). Reactivate/unlock if needed. 2. Confirm password validity; Expire/Reset password if forgotten. 3. Verify required authenticators are enrolled and available; reset MFA if blocked. 4. Review Global Session and Authentication policies for conditions blocking access (e.g., network zones). 5. Check recent System Log failures for eventType, outcome.reason, and debug data.

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Troubleshoot: user cannot sign in to the Okta Org — Verification & Tips

Verify It • User successful sign-in recorded (user.session.start). • No more FAILURE outcomes for the user in System Log. Tips & Pitfalls • Incognito window avoids cached sessions/cookies. • Network zone restrictions and device posture are common culprits. Useful System Log Queries eventType sw "user.authentication" OR eq "user.session.start" outcome.result eq "FAILURE" Screenshot Guide People → user page; System Log filters showing failures.

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Expire a user’s password and clear the user’s sessions

Admin Console Path Admin Console → Directory → People → (user) → More actions What You'll Do 1. Open the user → More actions → Expire password → Confirm. 2. More actions → Clear user sessions → Confirm. 3. Optionally Reset Multifactor if needed.

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Expire a user’s password and clear the user’s sessions — Verification & Tips

Verify It • System Log records user.account.password.expire and user.session.end events. • User must set a new password at next sign-in and is logged out of active sessions. Tips & Pitfalls • Communicate timing to the user before clearing sessions. • Combine with SSPR instructions to reduce support burden. Useful System Log Queries eventType sw "user.account.password.expire" eventType eq "user.session.end" Screenshot Guide User → More actions menu showing Expire password & Clear sessions.

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Troubleshoot: user cannot access an app from their dashboard

Admin Console Path Admin Console → Applications → Applications → (app) → Assignments; Security → Authentication Policies; Reports → System Log What You'll Do 1. Confirm the user (or their group) is assigned to the app. 2. Check the app’s Authentication policy: does the user meet the rule requirements? 3. Verify app visibility settings aren’t hiding it for the user. 4. Review provisioning status: is the AppUser active with correct username? 5. Check System Log for app access failures (policy.evaluate.sign_on, forbidden, or provisioning errors).

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Troubleshoot: user cannot access an app from their dashboard — Verification & Tips

Verify It • User sees the app tile on the dashboard and can launch it successfully. • System Log shows SUCCESS for app sign-on events. Tips & Pitfalls • Group-based assignment is preferred; spot-check the group membership. • Look for app-level ‘Assigned’ vs ‘Hidden’ options. Useful System Log Queries eventType sw "policy.evaluate.sign_on" eventType sw "application.user_membership" Screenshot Guide App → Assignments tab; user’s Applications tab; System Log filtered by the app.

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Troubleshoot incorrect group assignment for users

Admin Console Path Admin Console → Directory → Groups → Rules; Directory → People → (user) → Profile/Groups; Reports → System Log What You'll Do 1. Open Group Rules; inspect conditions and ordering; edit if necessary. 2. Use Preview (where available) to test whether a user should match a rule. 3. Apply the rule to re-evaluate existing users. 4. Check the user profile values driving the rule (e.g., department, title) for correctness/source conflicts.

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Troubleshoot incorrect group assignment for users — Verification & Tips

Verify It • User’s Groups tab reflects correct memberships after evaluation. • System Log shows group.rule.evaluate SUCCESS and group.user_membership.add/remove. Tips & Pitfalls • Normalize case (toLowerCase) in conditions to avoid case-sensitivity mismatches. • Remember external directory imports may overwrite attributes used by rules. Useful System Log Queries eventType sw "group.rule.evaluate" eventType sw "group.user_membership" Screenshot Guide Group Rules list with a sample rule; user’s Groups tab.

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Use Case 6: Syslog & Okta Support

Find an event in Syslog

Admin Console Path Admin Console → Reports → System Log What You'll Do 1. Open System Log; filter by time, user, app, IP, and eventType. 2. Use common queries (examples below) and add columns like debugContext.debugData. 3. Drill into an event to inspect targets, actor, outcome, and transaction ID.

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Find an event in Syslog — Verification & Tips

Verify It • Event appears with expected outcome and accurate target/actor. • Use the same filters to find related events in the chain. Tips & Pitfalls • Save frequent queries; export CSV for audits. • Correlate with application logs by transactionId/requestId where available. Useful System Log Queries eventType eq "user.session.start" eventType sw "policy.evaluate.sign_on" outcome.result eq "FAILURE" Screenshot Guide System Log page with filters and details pane.

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Identify Okta resources for getting help and support

Admin Console Path Okta Help Center, Okta Docs, Developer Docs, Okta Community, Support Portal, Status Page What You'll Do 1. Use Okta Help Center and Docs for admin guides and best practices. 2. Developer Docs for API/SAML/OIDC/SCIM technical details. 3. Okta Community for Q&A and implementation patterns. 4. Support Portal to open and track support cases. 5. Status Page to verify platform incidents/outages during troubleshooting.

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Identify Okta resources for getting help and support — Verification & Tips

Verify It • Bookmark key URLs; confirm your support plan details and case severity process. Tips & Pitfalls • Collect HAR files or timestamps/transaction IDs before opening support cases. • Leverage catalog app setup guides directly from the OIN listing. Screenshot Guide Support Portal and Docs landing pages (replace with your org’s access).

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