HackMD/docs/guides/auth/saml.md
Claudius 54edec8900 striving for consistency across various docs
Signed-off-by: Claudius <opensource@amenthes.de>
2019-04-01 01:03:36 +02:00

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Authentication guide - SAML
===
**Note:** *This guide was written before the renaming. Just replace `HackMD` with `CodiMD` in your mind :smile: thanks!*
The basic procedure is the same as the case of OneLogin which is mentioned in [OneLogin-Guide](./saml-onelogin.md). If you want to match your IdP, you can use more configurations as below.
* If your IdP accepts metadata XML of the service provider to ease configuration, use this url to download metadata XML.
* {{your-serverurl}}/auth/saml/metadata
* _Note: If not accessible from IdP, download to local once and upload to IdP._
* Change the value of `issuer`, `identifierFormat` to match your IdP.
* `issuer`: A unique id to identify the application to the IdP, which is the base URL of your CodiMD as default
* `identifierFormat`: A format of unique id to identify the user of IdP, which is the format based on email address as default. It is recommend that you use as below.
* urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress (default)
* urn:oasis:names:tc:SAML:1.1:nameid-format:unspecified
* `config.json`:
```javascript
{
"production": {
"saml": {
/* omitted */
"issuer": "mycodimd"
"identifierFormat": "urn:oasis:names:tc:SAML:1.1:nameid-format:unspecified"
}
}
}
```
* environment variables
```
CMD_SAML_ISSUER=mycodimd
CMD_SAML_IDENTIFIERFORMAT=urn:oasis:names:tc:SAML:1.1:nameid-format:unspecified
```
* Change mapping of attribute names to customize the displaying user name and email address to match your IdP.
* `attribute`: A dictionary to map attribute names
* `attribute.id`: A primary key of user table for your CodiMD
* `attribute.username`: Attribute name of displaying user name on CodiMD
* `attribute.email`: Attribute name of email address, which will be also used for Gravatar
* _Note: Default value of all attributes is NameID of SAML response, which is email address if `identifierFormat` is default._
* `config.json`:
```javascript
{
"production": {
"saml": {
/* omitted */
"attribute": {
"id": "sAMAccountName",
"username": "displayName",
"email": "mail"
}
}
}
}
```
* environment variables
```sh
CMD_SAML_ATTRIBUTE_ID=sAMAccountName
CMD_SAML_ATTRIBUTE_USERNAME=nickName
CMD_SAML_ATTRIBUTE_EMAIL=mail
```
* If you want to control permission by group membership, add group attribute name and required group (allowed) or external group (not allowed).
* `groupAttribute`: An attribute name of group membership
* `requiredGroups`: Group names array for allowed access to CodiMD. Use vertical bar to separate for environment variables.
* `externalGroups`: Group names array for not allowed access to CodiMD. Use vertical bar to separate for environment variables.
* _Note: Evaluates `externalGroups` first_
* `config.json`:
```javascript
{
"production": {
"saml": {
/* omitted */
"groupAttribute": "memberOf",
"requiredGroups": [ "codimd-users", "board-members" ],
"externalGroups": [ "temporary-staff" ]
}
}
}
```
* environment variables
```sh
CMD_SAML_GROUPATTRIBUTE=memberOf
CMD_SAML_REQUIREDGROUPS=codimd-users|board-members
CMD_SAML_EXTERNALGROUPS=temporary-staff
```