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35
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Authentication guide - GitHub
===
**Note:** *This guide was written before the renaming. Just replace `HackMD` with `CodiMD` in your mind :smile: thanks!*
1. Sign-in or sign-up for a GitHub account
2. Navigate to developer settings in your GitHub account [here](https://github.com/settings/developers) and select the "OAuth Apps" tab
3. Click on the **New OAuth App** button, to create a new OAuth App:
![create-oauth-app](../../images/auth/create-oauth-app.png)
4. Fill out the new OAuth application registration form, and click **Register Application**
![register-oauth-application-form](../../images/auth/register-oauth-application-form.png)
**Note:** *The callback URL is <your-codimd-url>/auth/github/callback*
5. After successfully registering the application, you'll receive the Client ID and Client Secret for the application
![application-page](../../images/auth/application-page.png)
6. Add the Client ID and Client Secret to your config.json file or pass them as environment variables
* `config.json`:
```js
{
"production": {
"github": {
"clientID": "3747d30eaccXXXXXXXXX",
"clientSecret": "2a8e682948eee0c580XXXXXXXXXXXXXXXXXXXXXX"
}
}
}
```
* environment variables:
```sh
CMD_GITHUB_CLIENTID=3747d30eaccXXXXXXXXX
CMD_GITHUB_CLIENTSECRET=2a8e682948eee0c580XXXXXXXXXXXXXXXXXXXXXX
````

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GitLab (self-hosted)
===
**Note:** *This guide was written before the renaming. Just replace `HackMD` with `CodiMD` in your mind :smile: thanks!*
1. Sign in to your GitLab
2. Navigate to the application management page at `https://your.gitlab.domain/admin/applications` (admin permissions required)
3. Click **New application** to create a new application and fill out the registration form:
![New GitLab application](../../images/auth/gitlab-new-application.png)
4. Click **Submit**
5. In the list of applications select **HackMD**. Leave that site open to copy the application ID and secret in the next step.
![Application: HackMD](../../images/auth/gitlab-application-details.png)
6. In the `docker-compose.yml` add the following environment variables to `app:` `environment:`
```
- CMD_DOMAIN=your.codimd.domain
- CMD_URL_ADDPORT=true
- CMD_PROTOCOL_USESSL=true
- CMD_GITLAB_BASEURL=https://your.gitlab.domain
- CMD_GITLAB_CLIENTID=23462a34example99XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
- CMD_GITLAB_CLIENTSECRET=5532e9dexamplXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
```
7. Run `docker-compose up -d` to apply your settings.
8. Sign in to your CodiMD using your GitLab ID:
![Sign in via GitLab](../../images/auth/gitlab-sign-in.png)

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Keycloak/Red Hat SSO (self-hosted)
===
## Prerequisites
This guide assumes you have run and configured Keycloak. If you'd like to meet this prerequisite quickly, it can be achieved by running a `jboss/keycloak` container and attaching it to your network. Set the environment variables KEYCLOAK_USER and `KEYCLOAK_PASSWORD`, and expose port 8080.
Where HTTPS is specified throughout, use HTTP instead. You may also have to specify the exposed port, 8080.
## Steps
1. Sign in to the administration portal for your Keycloak instance at https://keycloak.example.com/auth/admin/master/console
You may note that a separate realm is specified throughout this tutorial. It is best practice not to use the master realm, as it normally contains the realm-management client that federates access using the policies and permissions you can create.
2. Navigate to the client management page at `https://keycloak.example.com/auth/admin/master/console/#/realms/your-realm/clients` (admin permissions required)
3. Click **Create** to create a new client and fill out the registration form. You should set the Root URL to the fully qualified public URL of your CodiMD instance.
4. Click **Save**
5. Set the **Access Type** of the client to `confidential`. This will make your client require a client secret upon authentication.
---
### Additional steps to circumvent generic OAuth2 issue:
1. Select Client Scopes from the sidebar, and begin to create a new client scope using the Create button.
2. Ensure that the **Name** field is set to `id`.
3. Create a new mapper under the Mappers tab. This should reference the User Property `id`. `Claim JSON Type` should be String and all switches below should be enabled. Save the mapper.
4. Go to the client you set up in the previous steps using the Clients page, then choose the Client Scopes tab. Apply the scope you've created. This should mitigate errors as seen in [codimd/server#56](https://github.com/codimd/server/issues/56), as the `/userinfo` endpoint should now bring back the user's ID under the `id` key as well as `sub`.
---
6. In the `docker-compose.yml` add the following environment variables to `app:` `environment:`
```
CMD_OAUTH2_USER_PROFILE_URL=https://keycloak.example.com/auth/realms/your-realm/protocol/openid-connect/userinfo
CMD_OAUTH2_USER_PROFILE_USERNAME_ATTR=preferred_username
CMD_OAUTH2_USER_PROFILE_DISPLAY_NAME_ATTR=name
CMD_OAUTH2_USER_PROFILE_EMAIL_ATTR=email
CMD_OAUTH2_TOKEN_URL=https://keycloak.example.com/auth/realms/your-realm/protocol/openid-connect/token
CMD_OAUTH2_AUTHORIZATION_URL=https://keycloak.example.com/auth/realms/your-realm/protocol/openid-connect/auth
CMD_OAUTH2_CLIENT_ID=<your client ID>
CMD_OAUTH2_CLIENT_SECRET=<your client secret, which you can find under the Credentials tab for your client>
CMD_OAUTH2_PROVIDERNAME=Keycloak
CMD_DOMAIN=<codimd.example.com>
CMD_PROTOCOL_USESSL=true
CMD_URL_ADDPORT=false
```
7. Run `docker-compose up -d` to apply your settings.
8. Sign in to your CodiMD using your Keycloak ID

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AD LDAP auth
===
To setup your CodiMD instance with Active Directory you need the following configs:
```
CMD_LDAP_URL=ldap://internal.example.com
CMD_LDAP_BINDDN=cn=binduser,cn=Users,dc=internal,dc=example,dc=com
CMD_LDAP_BINDCREDENTIALS=<super secret password>
CMD_LDAP_SEARCHBASE=dc=internal,dc=example,dc=com
CMD_LDAP_SEARCHFILTER=(&(objectcategory=person)(objectclass=user)(|(sAMAccountName={{username}})(mail={{username}})))
CMD_LDAP_USERIDFIELD=sAMAccountName
CMD_LDAP_PROVIDERNAME=Example Inc AD
```
`CMD_LDAP_BINDDN` is either the `distinguishedName` or the `userPrincipalName`. *This can cause "username/password is invalid" when either this value or the password from `CMD_LDAP_BINDCREDENTIALS` are incorrect.*
`CMD_LDAP_SEARCHFILTER` matches on all users and uses either the email address or the `sAMAccountName` (usually the login name you also use to login to Windows).
*Only using `sAMAccountName` looks like this:* `(&(objectcategory=person)(objectclass=user)(sAMAccountName={{username}}))`
`CMD_LDAP_USERIDFIELD` says we want to use `sAMAccountName` as unique identifier for the account itself.
`CMD_LDAP_PROVIDERNAME` just the name written above the username and password field on the login page.
Same in json:
```json
"ldap": {
"url": "ldap://internal.example.com",
"bindDn": "cn=binduser,cn=Users,dc=internal,dc=example,dc=com",
"bindCredentials": "<super secret password>",
"searchBase": "dc=internal,dc=example,dc=com",
"searchFilter": "(&(objectcategory=person)(objectclass=user)(|(sAMAccountName={{username}})(mail={{username}})))",
"useridField": "sAMAccountName",
},
```
More details and example: https://www.npmjs.com/package/passport-ldapauth

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Authentication guide - Mattermost (self-hosted)
===
**Note:** *The Mattermost setup portion of this document is just a quick guide. See the [official documentation](https://docs.mattermost.com/developer/oauth-2-0-applications.html) for more details.*
This guide uses the generic OAuth2 module for compatibility with Mattermost version 5.0 and above.
1. Sign-in with an administrator account to your Mattermost instance
2. Make sure **OAuth 2.0 Service Provider** is enabled in the Main Menu (menu button next to your username in the top left corner) --> System Console --> Custom Integrations menu, which you can find at `https://your.mattermost.domain/admin_console/integrations/custom`
![mattermost-enable-oauth2](../../images/auth/mattermost-enable-oauth2.png)
3. Navigate to the OAuth integration settings through Main Menu --> Integrations --> OAuth 2.0 Applications, at `https://your.mattermost.domain/yourteam/integrations/oauth2-apps`
4. Click on the **Add OAuth 2.0 Application** button to add a new OAuth application
![mattermost-oauth-app-add](../../images/auth/mattermost-oauth-app-add.png)
5. Fill out the form and click **Save**
![mattermost-oauth-app-form](../../images/auth/mattermost-oauth-app-form.png)
*Note: The callback URL is \<your-codimd-url\>/auth/oauth2/callback*
6. After saving the application, you'll receive the Client ID and Client Secret
![mattermost-oauth-app-done](../../images/auth/mattermost-oauth-app-done.png)
7. Add the Client ID and Client Secret to your config.json file or pass them as environment variables
* `config.json`:
```javascript
{
"production": {
"oauth2": {
"baseURL": "https://your.mattermost.domain",
"userProfileURL": "https://your.mattermost.domain/api/v4/users/me",
"userProfileUsernameAttr": "id",
"userProfileDisplayNameAttr": "username",
"userProfileEmailAttr": "email",
"tokenURL": "https://your.mattermost.domain/oauth/access_token",
"authorizationURL": "https://your.mattermost.domain/oauth/authorize",
"clientID": "ii4p1u3jz7dXXXXXXXXXXXXXXX",
"clientSecret": "mqzzx6fydbXXXXXXXXXXXXXXXX"
}
}
}
```
* environment variables:
```sh
CMD_OAUTH2_BASEURL=https://your.mattermost.domain
CMD_OAUTH2_USER_PROFILE_URL=https://your.mattermost.domain/api/v4/users/me
CMD_OAUTH2_USER_PROFILE_USERNAME_ATTR=id
CMD_OAUTH2_USER_PROFILE_DISPLAY_NAME_ATTR=username
CMD_OAUTH2_USER_PROFILE_EMAIL_ATTR=email
CMD_OAUTH2_TOKEN_URL=https://your.mattermost.domain/oauth/access_token
CMD_OAUTH2_AUTHORIZATION_URL=https://your.mattermost.domain/oauth/authorize
CMD_OAUTH2_CLIENT_ID=ii4p1u3jz7dXXXXXXXXXXXXXXX
CMD_OAUTH2_CLIENT_SECRET=mqzzx6fydbXXXXXXXXXXXXXXXX
```

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Authentication guide - Nextcloud (self-hosted)
===
*This has been constructed using the [Nextcloud OAuth2 Documentation](https://docs.nextcloud.com/server/14/admin_manual/configuration_server/oauth2.html?highlight=oauth2) combined with [this issue comment on the nextcloud bugtracker](https://github.com/nextcloud/server/issues/5694#issuecomment-314761326).*
This guide uses the generic OAuth2 module for compatibility with Nextcloud 13 and above (this guide has been tested successfully with Nextcloud 14).
1. Sign-in with an administrator account to your Nextcloud server
2. Navigate to the OAuth integration settings: Profile Icon (top right) --> Settings
Then choose Security Settings from the *Administration* part of the list - Don't confuse this with Personal Security Settings, where you would change your personal password!
At the top there's OAuth 2.0-Clients.
![Where to find OAuth2 in Nextcloud](../../images/auth/nextcloud-oauth2-1-settings.png)
3. Add your CodiMD instance by giving it a *name* (perhaps CodiMD, but could be anything) and a *Redirection-URI*. The Redirection-URI will be `\<your-codimd-url\>/auth/oauth2/callback`. Click <kbd>Add</kbd>.
![Adding a client to Nextcloud](../../images/auth/nextcloud-oauth2-2-client-add.png)
4. You'll now see a line containing a *client identifier* and a *Secret*.
![Successfully added OAuth2-client](../../images/auth/nextcloud-oauth2-3-clientid-secret.png)
5. That's it for Nextcloud, the rest is configured in your CodiMD `config.json` or via the `CMD_` environment variables!
6. Add the Client ID and Client Secret to your `config.json` file or pass them as environment variables. Make sure you also replace `<your-nextcloud-domain>` with the right domain name.
* `config.json`:
```javascript
{
"production": {
"oauth2": {
"clientID": "ii4p1u3jz7dXXXXXXXXXXXXXXX",
"clientSecret": "mqzzx6fydbXXXXXXXXXXXXXXXX",
"authorizationURL": "https://<your-nextcloud-domain>/apps/oauth2/authorize",
"tokenURL": "https://<your-nextcloud-domain>/apps/oauth2/api/v1/token",
"userProfileURL": "https://<your-nextcloud-domain>/ocs/v2.php/cloud/user?format=json",
"userProfileUsernameAttr": "ocs.data.id",
"userProfileDisplayNameAttr": "ocs.data.display-name",
"userProfileEmailAttr": "ocs.data.email"
}
}
}
```
* environment variables:
```sh
CMD_OAUTH2_CLIENT_ID=ii4p1u3jz7dXXXXXXXXXXXXXXX
CMD_OAUTH2_CLIENT_SECRET=mqzzx6fydbXXXXXXXXXXXXXXXX
CMD_OAUTH2_AUTHORIZATION_URL=https://<your-nextcloud-domain>/apps/oauth2/authorize
CMD_OAUTH2_TOKEN_URL=https://<your-nextcloud-domain>/apps/oauth2/api/v1/token
CMD_OAUTH2_USER_PROFILE_URL=https://<your-nextcloud-domain>/ocs/v2.php/cloud/user?format=json
CMD_OAUTH2_USER_PROFILE_USERNAME_ATTR=ocs.data.id
CMD_OAUTH2_USER_PROFILE_DISPLAY_NAME_ATTR=ocs.data.display-name
CMD_OAUTH2_USER_PROFILE_EMAIL_ATTR=ocs.data.email
```

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# OAuth general information
| service | callback URL (after the server URL) |
| ------- | --------- |
| facebook | `/auth/facebook/callback` |
| twitter | `/auth/twitter/callback` |
| github | `/auth/github/callback` |
| gitlab | `/auth/gitlab/callback` |
| dropbox | `/auth/dropbox/callback` |
| google | `/auth/google/callback` |
| saml | `/auth/saml/callback` |

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Authentication guide - SAML (OneLogin)
===
**Note:** *This guide was written before the renaming. Just replace `HackMD` with `CodiMD` in your mind :smile: thanks!*
1. Sign-in or sign-up for an OneLogin account. (available free trial for 2 weeks)
2. Go to the administration page.
3. Select the **APPS** menu and click on the **Add Apps**.
![onelogin-add-app](../../images/auth/onelogin-add-app.png)
4. Find "SAML Test Connector (SP)" for template of settings and select it.
![onelogin-select-template](../../images/auth/onelogin-select-template.png)
5. Edit display name and icons for OneLogin dashboard as you want, and click **SAVE**.
![onelogin-edit-app-name](../../images/auth/onelogin-edit-app-name.png)
6. After that other tabs will appear, click the **Configuration**, and fill out the below items, and click **SAVE**.
* RelayState: The base URL of your CodiMD, which is issuer. (last slash is not needed)
* ACS (Consumer) URL Validator: The callback URL of your CodiMD. (serverurl + /auth/saml/callback)
* ACS (Consumer) URL: same as above.
* Login URL: login URL(SAML requester) of your CopiMD. (serverurl + /auth/saml)
![onelogin-edit-sp-metadata](../../images/auth/onelogin-edit-sp-metadata.png)
7. The registration is completed. Next, click **SSO** and copy or download the items below.
* X.509 Certificate: Click **View Details** and **DOWNLOAD** or copy the content of certificate ....(A)
* SAML 2.0 Endpoint (HTTP): Copy the URL ....(B)
![onelogin-copy-idp-metadata](../../images/auth/onelogin-copy-idp-metadata.png)
8. In your CodiMD server, create IdP certificate file from (A)
9. Add the IdP URL (B) and the Idp certificate file path to your config.json file or pass them as environment variables.
* `config.json`:
```javascript
{
"production": {
"saml": {
"idpSsoUrl": "https://*******.onelogin.com/trust/saml2/http-post/sso/******",
"idpCert": "/path/to/idp_cert.pem"
}
}
}
```
* environment variables
```sh
CMD_SAML_IDPSSOURL=https://*******.onelogin.com/trust/saml2/http-post/sso/******
CMD_SAML_IDPCERT=/path/to/idp_cert.pem
```
10. Try sign-in with SAML from your CodiMD sign-in button or OneLogin dashboard (like the screenshot below).
![onelogin-use-dashboard](../../images/auth/onelogin-use-dashboard.png)

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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
```

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Authentication guide - Twitter
===
**Note:** *This guide was written before the renaming. Just replace `HackMD` with `CodiMD` in your mind :smile: thanks!*
1. Sign-in or sign-up for a Twitter account
2. Go to the Twitter Application management page [here](https://apps.twitter.com/)
3. Click on the **Create New App** button to create a new Twitter app:
![create-twitter-app](../../images/auth/create-twitter-app.png)
4. Fill out the create application form, check the developer agreement box, and click **Create Your Twitter Application**
![register-twitter-application](../../images/auth/register-twitter-application.png)
*Note: you may have to register your phone number with Twitter to create a Twitter application*
To do this Click your profile icon --> Settings and privacy --> Mobile --> Select Country/region --> Enter phone number --> Click Continue
5. After you receive confirmation that the Twitter application was created, click **Keys and Access Tokens**
![twitter-app-confirmation](../../images/auth/twitter-app-confirmation.png)
6. Obtain your Twitter Consumer Key and Consumer Secret
![twitter-app-keys](../../images/auth/twitter-app-keys.png)
7. Add your Consumer Key and Consumer Secret to your `config.json` file or pass them as environment variables:
* `config.json`:
```javascript
{
"production": {
"twitter": {
"consumerKey": "esTCJFXXXXXXXXXXXXXXXXXXX",
"consumerSecret": "zpCs4tU86pRVXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX"
}
}
}
```
* environment variables:
```sh
CMD_TWITTER_CONSUMERKEY=esTCJFXXXXXXXXXXXXXXXXXXX
CMD_TWITTER_CONSUMERSECRET=zpCs4tU86pRVXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
```