Merge branch 'docs/add-okta-auth' into 'master'

Add Okta authentication documentation

Related to https://gitlab.com/gitlab-org/gitlab-ce/issues/14122

See merge request !8104
This commit is contained in:
Achilleas Pipinellis 2016-12-15 23:23:15 +00:00
commit b562633e61
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and 389 Server and 389 Server
- [OmniAuth](../../integration/omniauth.md) Sign in via Twitter, GitHub, GitLab.com, Google, - [OmniAuth](../../integration/omniauth.md) Sign in via Twitter, GitHub, GitLab.com, Google,
Bitbucket, Facebook, Shibboleth, Crowd and Azure Bitbucket, Facebook, Shibboleth, Crowd and Azure
- [SAML](../../integration/saml.md) Configure GitLab as a SAML 2.0 Service Provider
- [CAS](../../integration/cas.md) Configure GitLab to sign in using CAS - [CAS](../../integration/cas.md) Configure GitLab to sign in using CAS
- [SAML](../../integration/saml.md) Configure GitLab as a SAML 2.0 Service Provider
- [Okta](okta.md) Configure GitLab to sign in using Okta

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# Okta SSO provider
Okta is a [Single Sign-on provider][okta-sso] that can be used to authenticate
with GitLab.
The following documentation enables Okta as a SAML provider.
## Configure the Okta application
1. On Okta go to the admin section and choose to **Add an App**.
1. When the app screen comes up you see another button to **Create an App** and
choose SAML 2.0 on the next screen.
1. Now, very important, add a logo
(you can choose it from https://about.gitlab.com/press/). You'll have to
crop and resize it.
1. Next, you'll need the to fill in the SAML general config. Here's an example
image.
![Okta admin panel view](img/okta_admin_panel.png)
1. The last part of the configuration is the feedback section where you can
just say you're a customer and creating an app for internal use.
1. When you have your app you'll have a few tabs on the top of the app's
profile. Click on the SAML 2.0 config instructions button which should
look like the following:
![Okta SAML settings](img/okta_saml_settings.png)
1. On the screen that comes up take note of the
**Identity Provider Single Sign-On URL** which you'll use for the
`idp_sso_target_url` on your GitLab config file.
1. **Before you leave Okta make sure you add your user and groups if any.**
---
Now that the Okta app is configured, it's time to enable it in GitLab.
## Configure GitLab
1. On your GitLab server, open the configuration file:
**For Omnibus GitLab installations**
```sh
sudo editor /etc/gitlab/gitlab.rb
```
**For installations from source**
```sh
cd /home/git/gitlab
sudo -u git -H editor config/gitlab.yml
```
1. See [Initial OmniAuth Configuration](../../integration/omniauth.md#initial-omniauth-configuration)
for initial settings.
1. To allow your users to use Okta to sign up without having to manually create
an account first, don't forget to add the following values to your
configuration:
**For Omnibus GitLab installations**
```ruby
gitlab_rails['omniauth_allow_single_sign_on'] = ['saml']
gitlab_rails['omniauth_block_auto_created_users'] = false
```
**For installations from source**
```yaml
allow_single_sign_on: ["saml"]
block_auto_created_users: false
```
1. You can also automatically link Okta users with existing GitLab users if
their email addresses match by adding the following setting:
**For Omnibus GitLab installations**
```ruby
gitlab_rails['omniauth_auto_link_saml_user'] = true
```
**For installations from source**
```yaml
auto_link_saml_user: true
```
1. Add the provider configuration.
>**Notes:**
>- Change the value for `assertion_consumer_service_url` to match the HTTPS endpoint
of GitLab (append `users/auth/saml/callback` to the HTTPS URL of your GitLab
installation to generate the correct value).
>- To get the `idp_cert_fingerprint` fingerprint, first download the
certificate from the Okta app you registered and then run:
`openssl x509 -in okta.cert -noout -fingerprint`. Substitute `okta.cert`
with the location of your certificate.
>- Change the value of `idp_sso_target_url`, with the value of the
**Identity Provider Single Sign-On URL** from the step when you
configured the Okta app.
>- Change the value of `issuer` to a unique name, which will identify the application
to the IdP.
>- Leave `name_identifier_format` as-is.
**For Omnibus GitLab installations**
```ruby
gitlab_rails['omniauth_providers'] = [
{
name: 'saml',
args: {
assertion_consumer_service_url: 'https://gitlab.example.com/users/auth/saml/callback',
idp_cert_fingerprint: '43:51:43:a1:b5:fc:8b:b7:0a:3a:a9:b1:0f:66:73:a8',
idp_sso_target_url: 'https://gitlab.oktapreview.com/app/gitlabdev773716_gitlabsaml_1/exk8odl81tBrjpD4B0h7/sso/saml',
issuer: 'https://gitlab.example.com',
name_identifier_format: 'urn:oasis:names:tc:SAML:2.0:nameid-format:transient'
},
label: 'Okta' # optional label for SAML login button, defaults to "Saml"
}
]
```
**For installations from source**
```yaml
- {
name: 'saml',
args: {
assertion_consumer_service_url: 'https://gitlab.example.com/users/auth/saml/callback',
idp_cert_fingerprint: '43:51:43:a1:b5:fc:8b:b7:0a:3a:a9:b1:0f:66:73:a8',
idp_sso_target_url: 'https://gitlab.oktapreview.com/app/gitlabdev773716_gitlabsaml_1/exk8odl81tBrjpD4B0h7/sso/saml',
issuer: 'https://gitlab.example.com',
name_identifier_format: 'urn:oasis:names:tc:SAML:2.0:nameid-format:transient'
},
label: 'Okta' # optional label for SAML login button, defaults to "Saml"
}
```
1. [Reconfigure][reconf] or [restart] GitLab for Omnibus and installations
from source respectively for the changes to take effect.
You might want to try this out on a incognito browser window.
## Configuring groups
>**Note:**
Make sure the groups exist and are assigned to the Okta app.
You can take a look of the [SAML documentation][saml] on external groups since
it works the same.
[okta-sso]: https://www.okta.com/products/single-sign-on/
[saml]: ../../integration/saml.md#external-groups
[reconf]: ../restart_gitlab.md#omnibus-gitlab-reconfigure
[restart]: ../restart_gitlab.md#installations-from-source