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backstage/docs/auth/auth-backend-classes.md
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Fredrik Adelöw c28689c686 change all $env to ${}
Signed-off-by: Fredrik Adelöw <freben@gmail.com>
2021-04-15 13:26:44 +02:00

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id, title, description
id title description
auth-backend-classes Auth backend classes Documentation on Auth backend classes

How Does Authentication Work?

The Backstage application can use various external authentication providers for authentication. An external provider is wrapped using an AuthProviderRouteHandlers interface for handling authentication. This interface consists of four methods. Each of these methods is hosted at an endpoint (by default) /api/auth/[provider]/method, where method performs a certain operation as follows:

  /auth/[provider]/start -> Initiate a login from the web page
  /auth/[provider]/handler/frame -> Handle a finished authentication operation
  /auth/[provider]/refresh -> Refresh the validity of a login
  /auth/[provider]/logout -> Log out a logged-in user

The flow is as follows:

  1. A user attempts to sign in.
  2. A popup window is opened, pointing to the auth endpoint. That endpoint does initial preparations and then re-directs the user to an external authenticator, still inside the popup.
  3. The authenticator validates the user and returns the result of the validation (success OR failure), to the wrapper's endpoint (handler/frame).
  4. The handler/frame rendered b´webpage will issue the appropriate response to the webpage that opened the popup window, and the popup is closed.
  5. The user signs out by clicking on a UI interface and the webpage makes a request to logout the user.

There are currently two different classes for two authentication mechanisms that implement this interface: an OAuthAdapter for OAuth based mechanisms and a SAMLAuthProvider for SAML.

If you do not have an OAuth2 or SAML based authentication provider, look in the section below.

OAuth Mechanisms

For more information on how these methods are used and for which purpose, refer to the OAuth documentation.

Currently OAuth is assumed to be the de facto authentication mechanism for Backstage based applications.

Backstage comes with a "batteries-included" set of supported commonly used OAuth providers: Okta, GitHub, Google, GitLab, and a generic OAuth2 provider. For a list of available providers, look at the available wrappers in backstage/plugins/auth-backend/src/providers/.

All of these use the authorization flow of OAuth2 to implement authentication.

If your authentication provider is any of the above mentioned providers, you can configure them by setting the right variables in app-config.yaml under the auth section.

SAML

The SAML Provider is currently under development. Additional validation and profile handling is still required before use in production.

To configure the SAML Auth provider, look at the configuration parameters supported by Passport-SAML under the auth.providers.saml key

For security reasons, validate that the response from the IdP is indeed signed by also providing the cert configuration.

Configuration

Each authentication provider (except SAML) needs six parameters: an OAuth client ID, a client secret, an authorization endpoint, a token endpoint, an optional list of scopes (as a string separated by spaces) that may be required by the OAuth2 Server to enable end-user sign-on, and an app origin. The app origin is the URL at which the frontend of the application is hosted, and it is read from the app.baseUrl config. This is required because the application opens a popup window to perform the authentication, and once the flow is completed, the popup window sends a postMessage to the frontend application to indicate the result of the operation. Also this URL is used to verify that authentication requests are coming from only this endpoint.

These values are configured via the app-config.yaml present in the root of your app folder.

auth:
  providers:
    google:
      development:
        clientId: ${AUTH_GOOGLE_CLIENT_ID}
        clientSecret: ${AUTH_GOOGLE_CLIENT_SECRET}
    github:
      development:
        clientId: ${AUTH_GITHUB_CLIENT_ID}
        clientSecret: ${AUTH_GITHUB_CLIENT_SECRET}
        enterpriseInstanceUrl: ${AUTH_GITHUB_ENTERPRISE_INSTANCE_URL}
    gitlab:
      development:
        clientId: ${AUTH_GITLAB_CLIENT_ID}
    oauth2:
      development:
        clientId: ${AUTH_OAUTH2_CLIENT_ID}
        clientSecret: ${AUTH_OAUTH2_CLIENT_SECRET}
        authorizationUrl: ${AUTH_OAUTH2_AUTH_URL}
        tokenUrl: ${AUTH_OAUTH2_TOKEN_URL}
        scope: ${AUTH_OAUTH2_SCOPE}
    saml:
      entryPoint: ${AUTH_SAML_ENTRY_POINT}
      issuer: ${AUTH_SAML_ISSUER}
    ...

Implementing Your Own Auth Wrapper

The core interface of any auth wrapper is the AuthProviderRouteHandlers interface. This interface has four methods corresponding to the API described in the initial section. Any auth wrapper will have to implement this interface.

When initiating a login, a pop-up window is created by the frontend, to allow the user to initiate a login. This login request is done to the /start endpoint which is handled by the start method.

The start method re-directs to the external auth provider who authenticates the request and re-directs the request to the /frame/handler endpoint, which is handled by the frameHandler method.

The frameHandler returns an HTML response, containing a script that does a postMessage to the frontend's window, containing the result of the request. The WebMessageResponse type is the message sent by the postMessage to the frontend.

A postMessageResponse utility function wraps the logic of generating a postMessage response that ensures that CORS is successfully handled. This function takes an express.Response, a WebMessageResponse and the URL of the frontend (appOrigin) as parameters and return an HTML page with the script and the message.

OAuth Wrapping Interfaces.

Each OAuth external provider is supported by a corresponding Passport strategy. For a generic OAuth2 provider, passport has a passport-oauth2 strategy. The strategy class handles the implementation details of working with each provider.

Each strategy is wrapped by an OAuthHandlers interface.

This interface cannot be directly used as an Express HTTP request handler. To do so, OAuthHandlers are wrapped in an OAuthAdapter, which implements the AuthProviderRouterHandlers interface.

Env

The concept of an env is core to the way the auth backend works. It uses an env query parameter to identify the environment in which the application is running (development, staging, production, etc). Each runtime can simultaneously support multiple environments at the same time and the right handler for each request is identified and dispatched to, based on the env parameter.

OAuthEnvironmentHandler is a utility wrapper for an OAuthHandlers that implements the AuthProviderRouteHandlers interface while supporting multiple envs.

To instantiate OAuth providers (the same but for different environments), use OAuthEnvironmentHandler.mapConfig. It's a helper to iterate over a configuration object that is a map of environments to configurations. See one of the existing OAuth providers for an example of how it is used.

Given the following configuration:

development:
  clientId: abc
  clientSecret: secret
production:
  clientId: xyz
  clientSecret: supersecret

The OAuthEnvironmentHandler.mapConfig(config, envConfig => ...) call will split the config by the top level development and production keys, and pass on each block as envConfig.

For convenience, the AuthProviderFactory is a factory function that has to be implemented which can then generate a AuthProviderRouteHandlers for a given provider.

All of the supported providers provide an AuthProviderFactory that returns an OAuthEnvironmentHandler, capable of handling authentication for multiple environments.

OAuth2 Provider

The oauth2 provider abstracts a generic OAuth2 + OIDC based authentication provider. What this means is that after the application has been given permission by the user, the authorization code will be exchanged for an access_token, a refresh_token and an id_token. This id_token is used to obtain an email id of the user, which is then used for creating the session.