Opti ID overview

Opti ID allows you to log in once and switch between Optimizely products using Okta, Entra ID, or a local account. You can also manage all your users from one place. you can watch an interactive demo here. The Optimizely platform offers:

A single login (Single Sign-On or SSO) with support for multi-factor authentication (MFA), using your own MFA setup and directory authentication provider.
The ability to switch between apps without having to log in again.
The option to manage users, groups, and roles with Opti ID.
A dashboard for managing account information, usage, and billing.

Opti ID is currently available for the following Optimizely products:

Commerce Connect
Configured Commerce
Content Management System (CMS 12)
Optimizely CMS SaaS
Content Marketing Platform (CMP)
Digital Experience Platform (DXP)
Experimentation
Experiment Collaboration
Optimizely Data Platform (ODP)
Product Information Management (PIM)
Product Recommendations

It is easy to set up Opti ID in your solution with the following steps:

Install the NuGet Package:

dotnet add package EPiServer.OptimizelyIdentity

Enable Opti ID: In your Startup.cs file, add the following line in the ConfigureServices method to enable Opti ID globally
```
services.AddOptimizelyIdentity(useAsDefault: true);
```
This makes Opti ID, active throughout the application, including in shell modules, preview, and edit modes. You can customize authentication schemes using AuthenticationOptions if needed.
Remove Unnecessary Services: If you're not using ASP.NET Identity, remove any calls to services.AddCmsAspNetIdentity().
Virtual Roles: Opti ID automatically maps the virtual roles CmsEditors and CmsAdmins. If you already have these mappings, you'll need to remove them.
Testing: Ensure your user is assigned to at least one built-in system role for the CMS before testing. Deploy your changes to DXP or run the application locally with Opti ID set up.
Running Opti ID Locally: To configure local usage, add these settings in your appsettings.json file. These are automatically provided when deploying to the Optimizely Digital Experience Platform (DXP) or can be found in the DXP Management Portal under API > Opti ID dev key
```
{
  "EPiServer": {
    "Cms": {
      "OptimizelyIdentity": {
        "InstanceId": "xxx",
        "ClientId": "xxx",
        "ClientSecret": "xxx"
      }
    }
  }
}
```
Opti ID will work locally with the following ports:

https://localhost:5000
https://localhost:5096
https://localhost:6921
https://localhost:7595

References: https://support.optimizely.com/hc/en-us/articles/12613241464461-Get-started-with-Opti-ID

Jul 26, 2024

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