6676: Grammar fixes.

[arvados.git] / doc / install / install-sso.html.textile.liquid

---
layout: default
navsection: installguide
title: Install Single Sign On (SSO) server
...

h2(#dependencies). Install dependencies

h3(#install_git_curl). Install git and curl

{% include 'install_git_curl' %}

h3(#install_ruby_and_bundler). Install Ruby and Bundler

{% include 'install_ruby_and_bundler' %}

h3(#install_postgres). Install PostgreSQL

{% include 'install_postgres' %}

h2(#install). Install SSO server

h3. Get SSO server code and run bundle

<notextile>
<pre><code>~$ <span class="userinput">cd $HOME</span> # (or wherever you want to install)
~$ <span class="userinput">git clone https://github.com/curoverse/sso-devise-omniauth-provider.git</span>
~$ <span class="userinput">cd sso-devise-omniauth-provider</span>
~/sso-devise-omniauth-provider$ <span class="userinput">bundle install --without=development</span>
</code></pre></notextile>

h2. Configure the SSO server

First, copy the example configuration file:

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">cp -i config/application.yml.example config/application.yml</span>
</code></pre></notextile>

The SSO server reads the @config/application.yml@ file, as well as the @config/application.defaults.yml@ file. Values in @config/application.yml@ take precedence over the defaults that are defined in @config/application.defaults.yml@. The @config/application.yml.example@ file is not read by the SSO server and is provided for installation convenience only.

Consult @config/application.default.yml@ for a full list of configuration options.  Local configuration goes in @config/application.yml@, do not edit @config/application.default.yml@.

h3(#uuid_prefix). uuid_prefix

Generate a uuid prefix for the single sign on service.  This prefix is used to identify user records as originating from this site.  It must be exactly 5 lowercase ASCII letters and/or digits.  You may use the following snippet to generate a uuid prefix:

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">ruby -e 'puts "#{rand(2**64).to_s(36)[0,5]}"'</span>
abcde
</code></pre></notextile>

Edit @config/application.yml@ and set @uuid_prefix@ in the "common" section.

h3(#secret_token). secret_token

Generate a new secret token for signing cookies:

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">ruby -e 'puts rand(2**400).to_s(36)'</span>
zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz
</code></pre></notextile>

Edit @config/application.yml@ and set @secret_token@ in the "common" section.

h2(#database). Set up the database

Generate a new database password. Nobody ever needs to memorize it or type it, so make a strong one:

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">ruby -e 'puts rand(2**128).to_s(36)'</span>
abcdefghijklmnopqrstuvwxyz012345689
</code></pre></notextile>

Create a new database user with permission to create its own databases.

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">sudo -u postgres createuser --createdb --encrypted -R -S --pwprompt arvados_sso</span>
Enter password for new role: <span class="userinput">paste-database-password-you-generated</span>
Enter it again: <span class="userinput">paste-database-password-you-generated</span>
</code></pre></notextile>

Configure SSO server to connect to your database by creating and updating @config/database.yml@. Replace the @xxxxxxxx@ database password placeholders with the new password you generated above.  If you are planning a production system, update the @production@ section, otherwise use @development@.

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">cp -i config/database.yml.example config/database.yml</span>
~/sso-devise-omniauth-provider$ <span class="userinput">edit config/database.yml</span>
</code></pre></notextile>

Create and initialize the database. If you are planning a production system, choose the @production@ rails environment, otherwise use @development@.

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production bundle exec rake db:setup</span>
</code></pre></notextile>

Alternatively, if the database user you intend to use for the SSO server is not allowed to create new databases, you can create the database first and then populate it with rake. Be sure to adjust the database name if you are using the @development@ environment. This sequence of commands is functionally equivalent to the rake db:setup command above:

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">sudo -u postgres createdb arvados_sso_production -E UTF8 -O arvados_sso -T template0</span>
~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production bundle exec rake db:schema:load</span>
~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production bundle exec rake db:seed</span>
</code></pre></notextile>

h2(#client). Create arvados-server client

Use @rails console@ to create a @Client@ record that will be used by the Arvados API server.  The values of @app_id@ and @app_secret@ correspond to the values for @sso_app_id@ and @sso_app_secret@ in the "API server's SSO settings.":install-api-server.html#omniauth

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">ruby -e 'puts rand(2**400).to_s(36)'</span>
xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx
~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production bundle exec rails console</span>
:001 &gt; <span class="userinput">c = Client.new</span>
:002 &gt; <span class="userinput">c.name = "joshid"</span>
:003 &gt; <span class="userinput">c.app_id = "arvados-server"</span>
:004 &gt; <span class="userinput">c.app_secret = "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx"</span>
:005 &gt; <span class="userinput">c.save!</span>
:006 &gt; <span class="userinput">quit</span>
</code></pre>
</notextile>

h2(#assets). Precompile assets

If you are running in the production environment, you must precompile the assets:

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production bundle exec rake assets:precompile</span>
</code></pre>
</notextile>

h2(#authentication_methods). Authentication methods

Authentication methods are configured in @application.yml@.  Currently three authentication methods are supported: local accounts, LDAP, and Google+.  If neither Google+ nor LDAP are enabled, the SSO server defaults to local user accounts.   Only one authentication mechanism should be in use at a time.

h3(#local_accounts). Local account authentication

There are two configuration options for local accounts:

<pre>
  # If true, allow new creation of new accounts in the SSO server's internal
  # user database.
  allow_account_registration: false

  # If true, send an email confirmation before activating new accounts in the
  # SSO server's internal user database (otherwise users are activated immediately.)
  require_email_confirmation: false
</pre>

For more information about configuring backend support for sending email (required to send email confirmations) see "Configuring Action Mailer":http://guides.rubyonrails.org/configuring.html#configuring-action-mailer

If @allow_account_registration@ is false, you may manually create local accounts on the SSO server from the rails console:

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production bundle exec rails console</span>
:001 &gt; <span class="userinput">user = User.new(:email =&gt; "test@example.com")</span>
:002 &gt; <span class="userinput">user.password = "passw0rd"</span>
:003 &gt; <span class="userinput">user.save!</span>
:004 &gt; <span class="userinput">quit</span>
</code></pre>
</notextile>

h3(#ldap). LDAP authentication

The following options are available to configure LDAP authentication.  Note that you must preserve the indentation of the fields listed under @use_ldap@.

<pre>
  use_ldap:
    title: Example LDAP
    host: ldap.example.com
    port: 636
    method: ssl
    base: "ou=Users, dc=example, dc=com"
    uid: uid
    email_domain: example.com
    #bind_dn: "some_user"
    #password: "some_password"
</pre>

table(table).
|_. Option|_. Description|
|title |Title displayed to the user on the login page|
|host  |LDAP server hostname|
|port  |LDAP server port|
|method|One of "plain", "ssl", "tls"|
|base  |Directory lookup base|
|uid   |User id field used for directory lookup|
|email_domain|Strip off specified email domain from login and perform lookup on bare username|
|bind_dn|If required by server, username to log with in before performing directory lookup|
|password|If required by server, password to log with before performing directory lookup|

h3(#google). Google+ authentication

In order to use Google+ authentication, you must use the <a href="https://console.developers.google.com" target="_blank">Google Developers Console</a> to create a set of client credentials.

# Go to the <a href="https://console.developers.google.com" target="_blank">Google Developers Console</a> and select or create a project; this will take you to the project page.
# On the sidebar, click on *APIs & auth* then select *APIs*.
## Search for *Contacts API* and click on *Enable API*.
## Search for *Google+ API* and click on *Enable API*.
# On the sidebar, click on *Credentials*; under *OAuth* click on *Create new Client ID* to bring up the *Create Client ID* dialog box.
# Under *Application type* select *Web application*.
# If the authorization origins are not displayed, clicking on *Create Client ID* will take you to *Consent screen* settings.
## On consent screen settings, enter the appropriate details and click on *Save*.
## This will return you to the *Create Client ID* dialog box.
# You must set the authorization origins.  Edit @sso.your-site.com@ to the appropriate hostname that you will use to access the SSO service:
## JavaScript origin should be @https://sso.your-site.com/@
## Redirect URI should be @https://sso.your-site.com/users/auth/google_oauth2/callback@
# Copy the values of *Client ID* and *Client secret* from the Google Developers Console into the Google section of @config/application.yml@, like this:

<notextile>
<pre><code>  # Google API tokens required for OAuth2 login.
  google_oauth2_client_id: <span class="userinput">"---YOUR---CLIENT---ID---HERE--"-</span>
  google_oauth2_client_secret: <span class="userinput">"---YOUR---CLIENT---SECRET---HERE--"-</span></code></pre></notextile>

h2(#start). Start the SSO server

h3. Run a standalone passenger server

<notextile>
<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production passenger start</span>
=============== Phusion Passenger Standalone web server started ===============
...
</code></pre>
</notextile>

You can now test your installation by going to the page reported by passenger as "Accessible via: ..."

Note: if you get the following warning "you may safely ignore it:":https://stackoverflow.com/questions/10374871/no-secret-option-provided-to-racksessioncookie-warning

<pre>
Connecting to database specified by database.yml
App 4574 stderr:         SECURITY WARNING: No secret option provided to Rack::Session::Cookie.
App 4574 stderr:         This poses a security threat. It is strongly recommended that you
App 4574 stderr:         provide a secret to prevent exploits that may be possible from crafted
App 4574 stderr:         cookies. This will not be supported in future versions of Rack, and
App 4574 stderr:         future versions will even invalidate your existing user cookies.
App 4574 stderr:
App 4574 stderr:         Called from: /var/lib/gems/2.1.0/gems/actionpack-3.2.8/lib/action_dispatch/middleware/session/abstract_store.rb:28:in `initialize'.
App 4592 stdout:
</pre>