mirror of https://github.com/zulip/zulip.git
548 lines
24 KiB
Markdown
548 lines
24 KiB
Markdown
# Authentication methods
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Zulip supports a wide variety of authentication methods. Some of them
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require configuration to set up.
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To configure or disable authentication methods on your Zulip server,
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edit the `AUTHENTICATION_BACKENDS` setting in
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`/etc/zulip/settings.py`, as well as any additional configuration your
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chosen authentication methods require; then restart the Zulip server.
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Details on each method below.
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## Email and password
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The `EmailAuthBackend` method is the one method enabled by default,
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and it requires no additional configuration.
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Users set a password with the Zulip server, and log in with their
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email and password.
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When first setting up your Zulip server, this method must be used for
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creating the initial realm and user. You can disable it after that.
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## Plug-and-play SSO (Google, GitHub, GitLab)
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With just a few lines of configuration, your Zulip server can
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authenticate users with any of several single-sign-on (SSO)
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authentication providers:
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* Google accounts, with `GoogleAuthBackend`
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* GitHub accounts, with `GitHubAuthBackend`
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* GitHub accounts, with `GitLabAuthBackend`
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* Microsoft Azure Active Directory, with `AzureADAuthBackend`
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Each of these requires one to a handful of lines of configuration in
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`settings.py`, as well as a secret in `zulip-secrets.conf`. Details
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are documented in your `settings.py`.
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## SAML
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Zulip 2.1 and later supports SAML authentication, used by Okta,
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OneLogin, and many other IdPs (identity providers). You can configure
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it as follows:
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1. These instructions assume you have an installed Zulip server. You
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can have created an organization already using EmailAuthBackend, or
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plan to create the organization using SAML authentication.
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1. Tell your IdP how to find your Zulip server:
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* **SP Entity ID**: `https://yourzulipdomain.example.com`.
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The `Entity ID` should match the value of
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`SOCIAL_AUTH_SAML_SP_ENTITY_ID` computed in the Zulip settings.
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You can get the correct value by running the following:
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`/home/zulip/deployments/current/scripts/get-django-setting
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SOCIAL_AUTH_SAML_SP_ENTITY_ID`.
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* **SSO URL**:
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`https://yourzulipdomain.example.com/complete/saml/`. This is
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the "SAML ACS url" in SAML terminology.
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If you're
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[hosting multiple organizations](../production/multiple-organizations.html#authentication),
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you need to use `SOCIAL_AUTH_SUBDOMAIN`. For example,
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if `SOCIAL_AUTH_SUBDOMAIN="auth"` and `EXTERNAL_HOST=zulip.example.com`,
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this should be `https://auth.zulip.example.com/complete/saml/`.
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2. Tell Zulip how to connect to your SAML provider(s) by filling
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out the section of `/etc/zulip/settings.py` on your Zulip server
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with the heading "SAML Authentication".
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* You will need to update `SOCIAL_AUTH_SAML_ORG_INFO` with your
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organization name (`displayname` may appear in the IdP's
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authentication flow; `name` won't be displayed to humans).
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* Fill out `SOCIAL_AUTH_SAML_ENABLED_IDPS` with data provided by
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your identity provider. You may find [the python-social-auth
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SAML
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docs](https://python-social-auth-docs.readthedocs.io/en/latest/backends/saml.html)
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helpful. You'll need to obtain several values from your IdP's
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metadata and enter them on the right-hand side of this
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Python dictionary:
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1. Set the outer `idp_name` key to be an identifier for your IdP,
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e.g. `testshib` or `okta`. This field appears in URLs for
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parts of your Zulip server's SAML authentication flow.
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2. The IdP should provide the `url` and `entity_id` values.
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3. Save the `x509cert` value to a file; you'll use it in the
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instructions below.
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4. The values needed in the `attr_` fields are often configurable
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in your IdP's interface when setting up SAML authentication
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(referred to as "Attribute Statements" with Okta, or
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"Attribute Mapping" with GSuite). You'll want to connect
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these so that Zulip gets the email address (used as a unique
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user ID) and name for the user.
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5. The `display_name` and `display_icon` fields are used to
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display the login/registration buttons for the IdP.
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3. Install the certificate(s) required for SAML authentication. You
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will definitely need the public certificate of your IdP. Some IdP
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providers also support the Zulip server (Service Provider) having
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a certificate used for encryption and signing. We detail these
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steps as optional below, because they aren't required for basic
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setup, and some IdPs like Okta don't fully support Service
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Provider certificates. You should install them as follows:
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1. On your Zulip server, `mkdir -p /etc/zulip/saml/idps/`
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2. Put the IDP public certificate in `/etc/zulip/saml/idps/{idp_name}.crt`
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3. (Optional) Put the Zulip server public certificate in `/etc/zulip/saml/zulip-cert.crt`
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4. (Optional) Put the Zulip server private key in `/etc/zulip/saml/zulip-private-key.key`
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5. Set the proper permissions on these files and directories:
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```
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chown -R zulip.zulip /etc/zulip/saml/
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find /etc/zulip/saml/ -type f -exec chmod 644 -- {} +
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chmod 640 /etc/zulip/saml/zulip-private-key.key
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```
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4. (Optional) If you configured the optional public and private server
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certificates above, you can enable the additional setting
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`"authnRequestsSigned": True` in `SOCIAL_AUTH_SAML_SECURITY_CONFIG`
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to have the SAMLRequests the server will be issuing to the IdP
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signed using those certificates. Additionally, if the IdP supports
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it, you can upload the public certificate to enable encryption of
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assertions in the SAMLResponses the IdP will send about
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authenticated users.
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5. Enable the `zproject.backends.SAMLAuthBackend` auth backend, in
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`AUTHENTICATION_BACKENDS` in `/etc/zulip/settings.py`.
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6. [Restart the Zulip server](../production/settings.md) to ensure
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your settings changes take effect. The Zulip login page should now
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have a button for SAML authentication that you can use to login or
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create an account (including when creating a new organization).
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7. If the configuration was successful, the server's metadata can be
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found at `https://yourzulipdomain.example.com/saml/metadata.xml`. You
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can use this for verifying your configuration or provide it to your
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IdP.
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```eval_rst
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.. _ldap:
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```
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## LDAP (including Active Directory)
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Zulip supports retrieving information about users via LDAP, and
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optionally using LDAP as an authentication mechanism.
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In either configuration, you will need to do the following:
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1. These instructions assume you have an installed Zulip server and
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are logged into a shell there. You can have created an
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organization already using EmailAuthBackend, or plan to create the
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organization using LDAP authentication.
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1. Tell Zulip how to connect to your LDAP server:
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* Fill out the section of your `/etc/zulip/settings.py` headed "LDAP
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integration, part 1: Connecting to the LDAP server".
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* If a password is required, put it in
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`/etc/zulip/zulip-secrets.conf` by setting
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`auth_ldap_bind_password`. For example: `auth_ldap_bind_password
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= abcd1234`.
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1. Decide how you want to map the information in your LDAP database to
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users' account data in Zulip. For each Zulip user, two closely
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related concepts are:
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* their **email address**. Zulip needs this in order to send, for
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example, a notification when they're offline and another user
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sends a PM.
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* their **Zulip username**. This means the name the user types into the
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Zulip login form. You might choose for this to be the user's
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email address (`sam@example.com`), or look like a traditional
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"username" (`sam`), or be something else entirely, depending on
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your environment.
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Either or both of these might be an attribute of the user records
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in your LDAP database.
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1. Tell Zulip how to map the user information in your LDAP database to
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the form it needs for authentication. There are three supported
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ways to set up the username and/or email mapping:
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(A) Using email addresses as Zulip usernames, if LDAP has each
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user's email address:
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* Make `AUTH_LDAP_USER_SEARCH` a query by email address.
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* Set `AUTH_LDAP_REVERSE_EMAIL_SEARCH` to the same query with
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`%(email)s` rather than `%(user)s` as the search parameter.
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* Set `AUTH_LDAP_USERNAME_ATTR` to the name of the LDAP
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attribute for the user's LDAP username in the search result
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for `AUTH_LDAP_REVERSE_EMAIL_SEARCH`.
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(B) Using LDAP usernames as Zulip usernames, with email addresses
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formed consistently like `sam` -> `sam@example.com`:
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* Set `AUTH_LDAP_USER_SEARCH` to query by LDAP username
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* Set `LDAP_APPEND_DOMAIN = "example.com"`.
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(C) Using LDAP usernames as Zulip usernames, with email addresses
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taken from some other attribute in LDAP (for example, `mail`):
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* Set `AUTH_LDAP_USER_SEARCH` to query by LDAP username
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* Set `LDAP_EMAIL_ATTR = "mail"`.
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* Set `AUTH_LDAP_REVERSE_EMAIL_SEARCH` to a query that will find
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an LDAP user given their email address (i.e. a search by
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`LDAP_EMAIL_ATTR`). For example:
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```
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AUTH_LDAP_REVERSE_EMAIL_SEARCH = LDAPSearch("ou=users,dc=example,dc=com",
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ldap.SCOPE_SUBTREE, "(mail=%(email)s)")
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```
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* Set `AUTH_LDAP_USERNAME_ATTR` to the name of the LDAP
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attribute for the user's LDAP username in that search result.
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You can quickly test whether your configuration works by running:
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```
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/home/zulip/deployments/current/manage.py query_ldap username
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```
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from the root of your Zulip installation. If your configuration is
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working, that will output the full name for your user (and that user's
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email address, if it isn't the same as the "Zulip username").
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**Active Directory**: Most Active Directory installations will use one
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of the following configurations:
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* To access by Active Directory username:
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```
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AUTH_LDAP_USER_SEARCH = LDAPSearch("ou=users,dc=example,dc=com",
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ldap.SCOPE_SUBTREE, "(sAMAccountName=%(user)s)")
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AUTH_LDAP_REVERSE_EMAIL_SEARCH = LDAPSearch("ou=users,dc=example,dc=com",
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ldap.SCOPE_SUBTREE, "(mail=%(email)s)")
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AUTH_LDAP_USERNAME_ATTR = "sAMAccountName"
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```
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* To access by Active Directory email address:
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```
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AUTH_LDAP_USER_SEARCH = LDAPSearch("ou=users,dc=example,dc=com",
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ldap.SCOPE_SUBTREE, "(mail=%(user)s)")
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AUTH_LDAP_REVERSE_EMAIL_SEARCH = LDAPSearch("ou=users,dc=example,dc=com",
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ldap.SCOPE_SUBTREE, "(mail=%(email)s)")
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AUTH_LDAP_USERNAME_ATTR = "mail"
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```
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**If you are using LDAP for authentication**: you will need to enable
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the `zproject.backends.ZulipLDAPAuthBackend` auth backend, in
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`AUTHENTICATION_BACKENDS` in `/etc/zulip/settings.py`. After doing so
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(and as always [restarting the Zulip server](settings.md) to ensure
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your settings changes take effect), you should be able to log into
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Zulip by entering your email address and LDAP password on the Zulip
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login form.
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You may also want to configure Zulip's settings for [inviting new
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users](https://zulipchat.com/help/invite-new-users). If LDAP is the
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only enabled authentication method, the main use case for Zulip's
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invitation feature is selecting the initial streams for invited users
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(invited users will still need to use their LDAP password to create an
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account).
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### Synchronizing data
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Zulip can automatically synchronize data declared in
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`AUTH_LDAP_USER_ATTR_MAP` from LDAP into Zulip, via the following
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management command:
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```
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/home/zulip/deployments/current/manage.py sync_ldap_user_data
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```
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This will sync the fields declared in `AUTH_LDAP_USER_ATTR_MAP` for
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all of your users.
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We recommend running this command in a **regular cron job**, to pick
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up changes made on your LDAP server.
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All of these data synchronization options have the same model:
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* New users will be populated automatically with the
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name/avatar/etc. from LDAP (as configured) on account creation.
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* The `manage.py sync_ldap_user_data` cron job will automatically
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update existing users with any changes that were made in LDAP.
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* You can easily test your configuration using `manage.py query_ldap`.
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Once you're happy with the configuration, remember to restart the
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Zulip server with
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`/home/zulip/deployments/current/scripts/restart-server` so that
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your configuration changes take effect.
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When using this feature, you may also want to
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[prevent users from changing their display name in the Zulip UI][restrict-name-changes],
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since any such changes would be automatically overwritten on the sync
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run of `manage.py sync_ldap_user_data`.
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[restrict-name-changes]: https://zulipchat.com/help/restrict-name-and-email-changes
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#### Synchronizing avatars
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Starting with Zulip 2.0, Zulip supports syncing LDAP / Active
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Directory profile pictures (usually available in the `thumbnailPhoto`
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or `jpegPhoto` attribute in LDAP) by configuring the `avatar` key in
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`AUTH_LDAP_USER_ATTR_MAP`.
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#### Synchronizing custom profile fields
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Starting with Zulip 2.0, Zulip supports syncing
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[custom profile fields][custom-profile-fields] from LDAP / Active
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Directory. To configure this, you first need to
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[configure some custom profile fields][custom-profile-fields] for your
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Zulip organization. Then, define a mapping from the fields you'd like
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to sync from LDAP to the corresponding LDAP attributes. For example,
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if you have a custom profile field `LinkedIn Profile` and the
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corresponding LDAP attribute is `linkedinProfile` then you just need
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to add `'custom_profile_field__linkedin_profile': 'linkedinProfile'`
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to the `AUTH_LDAP_USER_ATTR_MAP`.
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[custom-profile-fields]: https://zulipchat.com/help/add-custom-profile-fields
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#### Automatically deactivating users with Active Directory
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Starting with Zulip 2.0, Zulip supports synchronizing the
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disabled/deactivated status of users from Active Directory. You can
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configure this by uncommenting the sample line `"userAccountControl":
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"userAccountControl",` in `AUTH_LDAP_USER_ATTR_MAP` (and restarting
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the Zulip server). Zulip will then treat users that are disabled via
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the "Disable Account" feature in Active Directory as deactivated in
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Zulip.
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Users disabled in active directory will be immediately unable to login
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to Zulip, since Zulip queries the LDAP/Active Directory server on
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every login attempt. The user will be fully deactivated the next time
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your `manage.py sync_ldap_user_data` cron job runs (at which point
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they will be forcefully logged out from all active browser sessions,
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appear as deactivated in the Zulip UI, etc.).
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This feature works by checking for the `ACCOUNTDISABLE` flag on the
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`userAccountControl` field in Active Directory. See
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[this handy resource](https://jackstromberg.com/2013/01/useraccountcontrol-attributeflag-values/)
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for details on the various `userAccountControl` flags.
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#### Deactivating non-matching users
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Starting with Zulip 2.0, Zulip supports automatically deactivating
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users if they are not found by the `AUTH_LDAP_USER_SEARCH` query
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(either because the user is no longer in LDAP/Active Directory, or
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because the user no longer matches the query). This feature is
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enabled by default if LDAP is the only authentication backend
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configured on the Zulip server. Otherwise, you can enable this
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feature by setting `LDAP_DEACTIVATE_NON_MATCHING_USERS` to `True` in
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`/etc/zulip/settings.py`. Nonmatching users will be fully deactivated
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the next time your `manage.py sync_ldap_user_data` cron job runs.
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#### Other fields
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Other fields you may want to sync from LDAP include:
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* Boolean flags; `is_realm_admin` (the organization's administrator
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permission) is the main one. You can use the
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[AUTH_LDAP_USER_FLAGS_BY_GROUP][django-auth-booleans] feature of
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`django-auth-ldap` to configure a group to get this permissions.
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(We don't recommend using this flags feature for managing
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`is_active` because deactivating a user this way would not disable
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any active sessions the user might have; see the above discussion of
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automatic deactivation for how to do that properly).
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* String fields like `default_language` (e.g. `en`) or `timezone`, if
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you have that data in the right format in your LDAP database.
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* [Coming soon][custom-profile-fields-ldap]: Support for syncing
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[custom profile fields](https://zulipchat.com/help/add-custom-profile-fields)
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from your LDAP database.
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You can look at the [full list of fields][models-py] in the Zulip user
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model; search for `class UserProfile`, but the above should cover all
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the fields that would be useful to sync from your LDAP databases.
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[models-py]: https://github.com/zulip/zulip/blob/master/zerver/models.py
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[django-auth-booleans]: https://django-auth-ldap.readthedocs.io/en/latest/users.html#easy-attributes
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[custom-profile-fields-ldap]: https://github.com/zulip/zulip/issues/10976
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### Multiple LDAP searches
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To do the union of multiple LDAP searches, use `LDAPSearchUnion`. For example:
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```
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AUTH_LDAP_USER_SEARCH = LDAPSearchUnion(
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LDAPSearch("ou=users,dc=example,dc=com", ldap.SCOPE_SUBTREE, "(uid=%(user)s)"),
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LDAPSearch("ou=otherusers,dc=example,dc=com", ldap.SCOPE_SUBTREE, "(uid=%(user)s)"),
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)
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```
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### Restricting access to an LDAP group
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You can restrict access to your Zulip server to a set of LDAP groups
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using the `AUTH_LDAP_REQUIRE_GROUP` and `AUTH_LDAP_DENY_GROUP`
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settings in `/etc/zulip/settings.py`. See the
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[upstream django-auth-ldap documentation][upstream-ldap-groups] for
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details.
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[upstream-ldap-groups]: https://django-auth-ldap.readthedocs.io/en/latest/groups.html#limiting-access
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### Troubleshooting
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Most issues with LDAP authentication are caused by misconfigurations of
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the user and email search settings. Some things you can try to get to
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the bottom of the problem:
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* Review the instructions for the LDAP configuration type you're
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using: (A), (B) or (C) (described above), and that you have
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configured all of the required settings documented in the
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instructions for that configuration type.
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* Use the `manage.py query_ldap` tool to verify your configuration.
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The output of the command will usually indicate the cause of any
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configuration problem. For the LDAP integration to work, this
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command should be able to successfully fetch a complete, correct set
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of data for the queried user.
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* You can find LDAP-specific logs in `/var/log/zulip/ldap.log`. If
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you're asking for help with your setup, please provide logs from
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this file (feel free to anonymize any email addresses to
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`username@example.com`) in your report.
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## Apache-based SSO with `REMOTE_USER`
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If you have any existing SSO solution where a preferred way to deploy
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it (a) runs inside Apache, and (b) sets the `REMOTE_USER` environment
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variable, then the `ZulipRemoteUserBackend` method provides you with a
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straightforward way to deploy that SSO solution with Zulip.
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### Setup instructions for Apache-based SSO
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1. In `/etc/zulip/settings.py`, configure two settings:
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* `AUTHENTICATION_BACKENDS`: `'zproject.backends.ZulipRemoteUserBackend'`,
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and no other entries.
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* `SSO_APPEND_DOMAIN`: see documentation in `settings.py`.
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|
|
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Make sure that you've restarted the Zulip server since making this
|
|
configuration change.
|
|
|
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2. Edit `/etc/zulip/zulip.conf` and change the `puppet_classes` line to read:
|
|
|
|
```
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puppet_classes = zulip::voyager, zulip::apache_sso
|
|
```
|
|
|
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3. As root, run `/home/zulip/deployments/current/scripts/zulip-puppet-apply`
|
|
to install our SSO integration.
|
|
|
|
4. To configure our SSO integration, edit a copy of
|
|
`/etc/apache2/sites-available/zulip-sso.example`, saving the result
|
|
as `/etc/apache2/sites-available/zulip-sso.conf`. The example sets
|
|
up HTTP basic auth, with an `htpasswd` file; you'll want to replace
|
|
that with configuration for your SSO solution to authenticate the
|
|
user and set `REMOTE_USER`.
|
|
|
|
For testing, you may want to move ahead with the rest of the setup
|
|
using the `htpasswd` example configuration and demonstrate that
|
|
working end-to-end, before returning later to configure your SSO
|
|
solution. You can do that with the following steps:
|
|
```
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/home/zulip/deployments/current/scripts/restart-server
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|
cd /etc/apache2/sites-available/
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|
cp zulip-sso.example zulip-sso.conf
|
|
htpasswd -c /home/zulip/zpasswd username@example.com # prompts for a password
|
|
```
|
|
|
|
5. Run `a2ensite zulip-sso` to enable the SSO integration within Apache.
|
|
|
|
6. Run `service apache2 reload` to use your new configuration. If
|
|
Apache isn't already running, you may need to run `service apache2
|
|
start` instead.
|
|
|
|
Now you should be able to visit your Zulip server in a browser (e.g.,
|
|
at `https://zulip.example.com/`) and log in via the SSO solution.
|
|
|
|
### Troubleshooting Apache-based SSO
|
|
|
|
Most issues with this setup tend to be subtle issues with the
|
|
hostname/DNS side of the configuration. Suggestions for how to
|
|
improve this SSO setup documentation are very welcome!
|
|
|
|
* For example, common issues have to do with `/etc/hosts` not mapping
|
|
`settings.EXTERNAL_HOST` to the Apache listening on
|
|
`127.0.0.1`/`localhost`.
|
|
|
|
* While debugging, it can often help to temporarily change the Apache
|
|
config in `/etc/apache2/sites-available/zulip-sso` to listen on all
|
|
interfaces rather than just `127.0.0.1`.
|
|
|
|
* While debugging, it can also be helpful to change `proxy_pass` in
|
|
`/etc/nginx/zulip-include/app.d/external-sso.conf` to point to a
|
|
more explicit URL, possibly not over HTTPS.
|
|
|
|
* The following log files can be helpful when debugging this setup:
|
|
|
|
* `/var/log/zulip/{errors.log,server.log}` (the usual places)
|
|
* `/var/log/nginx/access.log` (nginx access logs)
|
|
* `/var/log/apache2/zulip_auth_access.log` (from the
|
|
`zulip-sso.conf` Apache config file; you may want to change
|
|
`LogLevel` in that file to "debug" to make this more verbose)
|
|
|
|
### Life of an Apache-based SSO login attempt
|
|
|
|
Here's a summary of how the Apache `REMOTE_USER` SSO system works,
|
|
assuming you're using the example configuration with HTTP basic auth.
|
|
This summary should help with understanding what's going on as you try
|
|
to debug.
|
|
|
|
* Since you've configured `/etc/zulip/settings.py` to only define the
|
|
`zproject.backends.ZulipRemoteUserBackend`, `zproject/settings.py`
|
|
configures `/accounts/login/sso/` as `HOME_NOT_LOGGED_IN`. This
|
|
makes `https://zulip.example.com/` (a.k.a. the homepage for the main
|
|
Zulip Django app running behind nginx) redirect to
|
|
`/accounts/login/sso/` for a user that isn't logged in.
|
|
|
|
* nginx proxies requests to `/accounts/login/sso/` to an Apache
|
|
instance listening on `localhost:8888`, via the config in
|
|
`/etc/nginx/zulip-include/app.d/external-sso.conf` (using the
|
|
upstream `localhost_sso`, defined in `/etc/nginx/zulip-include/upstreams`).
|
|
|
|
* The Apache `zulip-sso` site which you've enabled listens on
|
|
`localhost:8888` and (in the example config) presents the `htpasswd`
|
|
dialogue. (In a real configuration, it takes the user through
|
|
whatever more complex interaction your SSO solution performs.) The
|
|
user provides correct login information, and the request reaches a
|
|
second Zulip Django app instance, running behind Apache, with
|
|
`REMOTE_USER` set. That request is served by
|
|
`zerver.views.remote_user_sso`, which just checks the `REMOTE_USER`
|
|
variable and either logs the user in or, if they don't have an
|
|
account already, registers them. The login sets a cookie.
|
|
|
|
* After succeeding, that redirects the user back to `/` on port 443.
|
|
This request is sent by nginx to the main Zulip Django app, which
|
|
sees the cookie, treats them as logged in, and proceeds to serve
|
|
them the main app page normally.
|
|
|
|
## Adding more authentication backends
|
|
|
|
Adding an integration with any of the more than 100 authentication
|
|
providers supported by [python-social-auth][python-social-auth] (e.g.,
|
|
Facebook, Twitter, etc.) is easy to do if you're willing to write a
|
|
bit of code, and pull requests to add new backends are welcome.
|
|
|
|
For example, the
|
|
[Azure Active Directory integration](https://github.com/zulip/zulip/commit/49dbd85a8985b12666087f9ea36acb6f7da0aa4f)
|
|
was about 30 lines of code, plus some documentation and an
|
|
[automatically generated migration][schema-migrations]. We also have
|
|
helpful developer documentation on
|
|
[testing auth backends](../development/authentication.md).
|
|
|
|
[schema-migrations]: ../subsystems/schema-migrations.md
|
|
[python-social-auth]: https://python-social-auth.readthedocs.io/en/latest/
|
|
|
|
## Development only
|
|
|
|
The `DevAuthBackend` method is used only in development, to allow
|
|
passwordless login as any user in a development environment. It's
|
|
mentioned on this page only for completeness.
|