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' %}
<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</span>
+~/sso-devise-omniauth-provider$ <span class="userinput">bundle install --without=development</span>
</code></pre></notextile>
h2. Configure the SSO server
<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.
+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. Always put your local configuration in @config/application.yml@, never edit @config/application.default.yml@.
+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
-Define your @uuid_prefix@ in @config/application.yml@ by setting the @uuid_prefix@ field in the section for your environment. This prefix is used for all database identifiers to identify the record as originating from this site. It must be exactly 5 alphanumeric characters (lowercase ASCII letters and digits).
+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
zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz
</code></pre></notextile>
-Then put that value in the @secret_token@ field.
-
-h3(#authentication_methods). Authentication methods
+Edit @config/application.yml@ and set @secret_token@ in the "common" section.
-Three authentication methods are supported: Google+, LDAP, and local accounts.
-
-h3(#google). Google+ authentication
-
-In order to use Google+ authentication, you must use the "Google Developers Console":https://console.developers.google.com to create a set of client credentials. In short:
-
-* Enable the Contacts and Google+ APIs.
-* Create an OAuth Client ID for a web application.
-** JavaScript origins: @https://sso.example.com/@
-** Redirect URIs: @https://sso.example.com/auth/google_oauth2/callback@
-
-Copy the "Client ID" and "Client secret" values 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.
- #
- # See https://github.com/zquestz/omniauth-google-oauth2
- #
- # and https://developers.google.com/accounts/docs/OAuth2
- google_oauth2_client_id: "<span class="userinput">---YOUR---CLIENT---ID---HERE---</span>"
- google_oauth2_client_secret: "<span class="userinput">---YOUR---CLIENT---SECRET---HERE---</span>"
-
- # Set this to your OpenId 2.0 realm to enable migration from Google OpenId
- # 2.0 to Google OAuth2 OpenId Connect (Google will provide OpenId 2.0 user
- # identifiers via the openid.realm parameter in the OAuth2 flow until 2017).
- google_openid_realm: <span class="userinput">false</span></code></pre></notextile>
-
-h3(#ldap). LDAP authentication
-
-LDAP authentication can be configured with these options. Make sure to preserve the indentation of the fields beyond @use_ldap@.
-
-<pre>
- # Enable LDAP support.
- #
- # If you want to use LDAP, you need to provide
- # the following set of fields under the use_ldap key.
- #
- # use_ldap: false
- # 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"
- use_ldap: false
-</pre>
-
-h3(#local_accounts). Local account authentication
-
-If neither Google OAuth2 nor LDAP are enabled, the SSO server automatically
-falls back to local accounts. 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.
- require_email_confirmation: false
-</pre>
-
-You can also 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 > <span class="userinput">user = User.new(:email => "test@example.com")</span>
-:002 > <span class="userinput">user.password = "passw0rd"</span>
-:003 > <span class="userinput">user.save!</span>
-:004 > <span class="userinput">quit</span>
-</code></pre>
-</notextile>
-
-h2. Set up the database
+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:
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.
+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.sample config/database.yml</span>
+<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>
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">su postgres createdb arvados_sso_production -E UTF8 -O arvados_sso</span>
+<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(#assets). Generate assets
-
-If you are running in the production environment, you'll want to generate 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(#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. Start the SSO server
+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 > <span class="userinput">user = User.new(:email => "test@example.com")</span>
+:002 > <span class="userinput">user.password = "passw0rd"</span>
+:003 > <span class="userinput">user.save!</span>
+:004 > <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:
-h3. Run a simple standalone 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>
+
+h2(#start). Start the SSO server
-You can use the Webrick server that is bundled with Ruby to quickly verify that your installation is functioning:
+h3. Run a standalone passenger server
<notextile>
-<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production bundle exec rails server</span>
+<pre><code>~/sso-devise-omniauth-provider$ <span class="userinput">RAILS_ENV=production passenger start</span>
+=============== Phusion Passenger Standalone web server started ===============
+...
</code></pre>
</notextile>
-h3. Production environment
+You can now test your installation by going to the page reported by passenger as "Accessible via: ..."
-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.
+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>
projects / arvados.git / commitdiff