h2(#dependencies). Install dependencies
-Make sure you have "Ruby and Bundler":install-manual-prerequisites-ruby.html installed.
+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 create database
+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</span>
-~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production bundle exec rake db:create</span>
-~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production bundle exec rake db:migrate</span>
-</code></pre>
-</notextile>
+~/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>
-h3. Configure Rails secret
+Edit @config/application.yml@ and set @uuid_prefix@ in the "common" section.
-Create a secret:
+h3(#secret_token). secret_token
+
+Generate a new secret token for signing cookies:
<notextile>
-<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">cp -i config/initializers/secret_token.rb.example config/initializers/secret_token.rb</span>
-~/sso-devise-omniauth-provider$ <span class="userinput">ruby -e 'puts rand(2**400).to_s(36)'</span>
+<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">ruby -e 'puts rand(2**400).to_s(36)'</span>
zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz
-</code></pre>
-</notextile>
+</code></pre></notextile>
-Edit @config/initializers/secret_token.rb@ to set @config.secret_token@ to the string produced by @rand@ above.
+Edit @config/application.yml@ and set @secret_token@ in the "common" section.
-h3. Configure upstream authentication provider
+h2(#database). Set up the database
-This will enable users to log in using their existing Google accounts. If you don't want to use Google for account services, you can also "add accounts manually.":#manual-accounts
+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">cp -i config/environments/production.rb.example config/environments/production.rb</span>
-</code></pre>
-</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>
-Edit @config/environments/production.rb@ to set @config.google_oauth2_client_id@ and @config.google_oauth2_client_secret@. See "Omniauth Google OAuth2 gem documentation":https://github.com/zquestz/omniauth-google-oauth2 and "Using OAuth 2.0 to Access Google APIs":https://developers.google.com/accounts/docs/OAuth2 for information about using the "Google Developers Console":https://console.developers.google.com to get a Google client id and client secret.
+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>
-h3(#client). Create arvados-server client
+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 @APP_ID@ and @APP_SECRET@ that must be set in in "Setting up Omniauth in the API server.":install-api-server.html#omniauth
+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>
</code></pre>
</notextile>
-h2(#manual-accounts). Adding user accounts manually
+h2(#assets). Precompile assets
-Instead of relying on an upstream authentication such as Google, you can create accounts on the SSO server manually.
+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>
</code></pre>
</notextile>
-To log in using a manually created account:
+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 https://auth.your.domain/users/sign_in
-# Enter the email address and password and click on "Sign in"
-# You will arrive at a page "You are now signed in as test@example.com"
-# Go to https://workbench.@uuid_prefix@.your.domain/
-# Click on the Workbench "Log in" button.
-# You should now be logged in to Workbench. Confirm by looking for the email address displayed in the upper right.
+# 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:
-h2. Start the SSO server
+<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>
-h3. Run a simple standalone server
+h2(#start). Set up a Web server
-You can use the Webrick server that is bundled with Ruby to quickly verify that your installation is functioning:
+For best performance, we recommend you use Nginx as your Web server front-end, with a Passenger backend to serve the SSO server. To do that:
<notextile>
-<pre><code>~/arvados/services/api$ <span class="userinput">RAILS_ENV=production bundle exec rails server</span>
+<ol>
+<li><a href="https://www.phusionpassenger.com/documentation/Users%20guide%20Nginx.html">Install Nginx and Phusion Passenger</a>.</li>
+
+<li><p>Edit the http section of your Nginx configuration to run the Passenger server, and act as a front-end for it. You might add a block like the following, adding SSL and logging parameters to taste:</p>
+
+<pre><code>server {
+ listen 127.0.0.1:8900;
+ server_name localhost-sso;
+
+ root <span class="userinput">/YOUR/PATH/TO/sso-devise-omniauth-provider/public</span>;
+ index index.html index.htm index.php;
+
+ passenger_enabled on;
+ # If you're using RVM, uncomment the line below.
+ #passenger_ruby /usr/local/rvm/wrappers/default/ruby;
+}
+
+upstream sso {
+ server 127.0.0.1:8900 fail_timeout=10s;
+}
+
+proxy_http_version 1.1;
+
+server {
+ listen <span class="userinput">[your public IP address]</span>:443 ssl;
+ server_name auth.<span class="userinput">your.domain</span>;
+
+ ssl on;
+ ssl_certificate <span class="userinput">/YOUR/PATH/TO/cert.pem</span>;
+ ssl_certificate_key <span class="userinput">/YOUR/PATH/TO/cert.key</span>;
+
+ index index.html index.htm index.php;
+
+ location / {
+ proxy_pass http://sso;
+ proxy_redirect off;
+ proxy_connect_timeout 90s;
+ proxy_read_timeout 300s;
+
+ proxy_set_header X-Forwarded-Proto https;
+ proxy_set_header Host $http_host;
+ proxy_set_header X-Real-IP $remote_addr;
+ proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+ }
+}
</code></pre>
+</li>
+
+<li>Restart Nginx.</li>
+
+</ol>
</notextile>
-h3. Production environment
+{% include 'notebox_begin' %}
+
+If you see the following warning "you may safely ignore it":https://stackoverflow.com/questions/10374871/no-secret-option-provided-to-racksessioncookie-warning:
+
+<pre>
+SECURITY WARNING: No secret option provided to Rack::Session::Cookie.
+This poses a security threat. It is strongly recommended that you
+provide a secret to prevent exploits that may be possible from crafted
+cookies. This will not be supported in future versions of Rack, and
+future versions will even invalidate your existing user cookies.
+
+Called from: /var/lib/gems/2.1.0/gems/actionpack-3.2.8/lib/action_dispatch/middleware/session/abstract_store.rb:28:in `initialize'.
+</pre>
-As a Ruby on Rails application, the SSO server should be compatible with any Ruby application server that supports Rack applications. We recommend "Passenger":https://www.phusionpassenger.com/ to run the SSO server in production.
+{% include 'notebox_end' %}
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