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okta: Update documentation #17993

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Description

@kcreddy

Update Okta documentation to match with new doc template.

Activity

  1. elasticmachine commented on Mar 24, 2026

    @elasticmachine

    Pinging @elastic/security-service-integrations (Team:Security-Service Integrations)

  2. github-actions commented on Mar 24, 2026

    @github-actions
    Contributor

    tl;dr: I recommend updating packages/okta/_dev/build/docs/README.md to the current integration doc template structure (Data streams / Requirements / Setup / Troubleshooting / Logs reference), then regenerating packages/okta/docs/README.md with elastic-package build.

    Recommendation

    Use the same template migration pattern used in CrowdStrike (#15972 -> PR #15927), but scoped to Okta.

    Specifically:

    1. Edit source template: packages/okta/_dev/build/docs/README.md.
    2. Reorganize current content from Agentless Enabled Integration, Logs, and Types Of Authentication into guideline-aligned sections.
    3. Keep generated blocks ({{event "system"}}, {{fields "system"}}) in the source template.
    4. Run elastic-package build to regenerate packages/okta/docs/README.md.
    Findings
    • Issue asks to align Okta docs with new template: #17993.
    • Repo guidance says README source is _dev/build/docs/README.md, generated output is docs/README.md:
      • docs/extend/finishing-touches.md:49-53,61-67
      • docs/extend/tips-for-building.md:207
    • Current Okta structure is older/custom and missing common template sections:
      • packages/okta/_dev/build/docs/README.md:5 (## Agentless Enabled Integration)
      • packages/okta/_dev/build/docs/README.md:10 (## Logs)
      • packages/okta/_dev/build/docs/README.md:16 (## Types Of Authentication)
    • Newer packages show expected structure:
      • packages/wiz/docs/README.md:7,21,38,101,112 (Data streams, Requirements, Setup, Troubleshooting, Logs reference)
      • packages/canva/docs/README.md:13,19,25,76
      • packages/openai/docs/README.md:11,26,32
    • Direct precedent in this repo:
      • Issue #15972 (“Update ... README.md as per documentation guidelines”)
      • Merged PR #15927 implemented that migration for CrowdStrike.
    Verification

    I ran local checks to confirm source-vs-generated behavior and heading mismatch:

    $ grep -n '^## ' packages/okta/_dev/build/docs/README.md
    5:## Agentless Enabled Integration
    10:## Logs
    16:## Types Of Authentication
    
    $ grep -n '^## ' packages/wiz/docs/README.md | head -n 12
    7:## Data streams
    21:## Requirements
    25:## Elastic Agent
    32:## Agentless-enabled integration
    38:## Setup
    112:## Logs reference
    
    $ grep -nE '\{\{(event|fields|inputDocs)' packages/okta/_dev/build/docs/README.md
    55:{{event "system"}}
    57:{{fields "system"}}
    
    $ grep -nE '\{\{(event|fields|inputDocs)' packages/okta/docs/README.md
    # no matches (as expected; generated output)
    Detailed Action Plan
    1. Update packages/okta/_dev/build/docs/README.md heading structure:
      • Add/rename to ## Data streams, ## Requirements, ## Setup, optional ## Troubleshooting, ## Logs reference.
    2. Move existing authentication guidance under ## Setup with clear subsections:
      • API key auth
      • OAuth2 auth
      • OIN auth
    3. Keep agentless notes under ## Requirements or a dedicated ## Agentless-enabled integration subsection (matching current guideline style).
    4. Ensure logs section uses standard format:
      • dataset subsection (### System)
      • example event block
      • exported fields block
      • preserve template functions at end ({{event "system"}}, {{fields "system"}}).
    5. Regenerate docs:
      • cd packages/okta && elastic-package build
    6. Validate output and consistency:
      • check regenerated packages/okta/docs/README.md
      • verify no unresolved template markers in generated file.
    Related Items
    Type Link Relevance
    Issue #17993 Current request (Okta docs update to template)
    Issue #15972 Prior package-specific docs-template migration request
    PR #15927 Merged implementation of #15972 (CrowdStrike docs/layout update)
    File packages/okta/_dev/build/docs/README.md Editable README source for Okta
    File packages/okta/docs/README.md Generated README output
    File docs/extend/finishing-touches.md:49-67 Source/build README workflow + required sections
    File docs/extend/tips-for-building.md:207 Confirms generated README flow
    File packages/wiz/docs/README.md Good in-repo template reference
    File packages/canva/docs/README.md Good in-repo template reference
    File packages/openai/docs/README.md Good in-repo template reference

    What is this? | From workflow: Issue Triage

    Give us feedback! React with 🚀 if perfect, 👍 if helpful, 👎 if not.

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    Category: Integration qualityCategory: Quality used for SI planningIntegration:oktaOktaTeam:SDE-CrestCrest developers on the Security Integrations team [elastic/sit-crest-contractors]Team:Security-Service IntegrationsSecurity Service Integrations team [elastic/security-service-integrations]

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