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feat: Dev Portal SAML SSO #8118

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feat: Dev Portal SAML SSO #8118

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cloudjumpercat
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@cloudjumpercat cloudjumpercat commented Nov 4, 2024

Description

SAML SSO is being added to Dev Portal. This PR adds instructions for it and creates SSO includes so that org SSO and Dev Portal SSO content can be shared.

This PR also fixes some outdated Okta SSO language, see DOCU-4120 for more information.

DOCU-4135

Testing instructions

Preview links:

Checklist

@cloudjumpercat cloudjumpercat added the review:sme Request for SME review, external to the docs team. label Nov 4, 2024
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@cloudjumpercat
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I'm still working on testing team mappings and Dev Portal SAML, but the draft docs are now ready for tech review!

  • Dev Portal Generic SSO how to and Konnect Generic SSO how to
    • In the PR, the content for these pages now lives primarily in an include since the content for both generic SSO pages is so similar. As you look over these docs, I'd appreciate any feedback if I missed anything or need to fix any instructions that relates to one (ex. Konnect org) but not the other (ex. Dev Portal) that I missed on accident.
  • Konnect Okta SSO how to and Dev Portal Okta SSO how to
    • Same comment here about how we're now using an include for the content because the two sets of instructions are very similar. This just makes it easier to keep the content consistent since the updates to one will show up in the other.
  • SSO attribute mapping reference
    • This content already existed, I just moved it to it's own page. I still have an open question about what the Konnect values are and where in Konnect those values map to

## Set up SSO in {{site.konnect_short_name}}
{% navtabs %}
{% navtab OIDC%}
{% if include.desc == "Konnect Org" %}
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For reviewers: This label in the include file pulls the content from the {% if include.desc == "Konnect Org" %} to the next {% endif %} into only the Konnect org SSO docs, not the Dev Portal SSO docs. This lets us share most of the content and conditionally render content that is specific to one feature and not the other, like the UI instructions to get to the SSO settings in Konnect.

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Very powerful! Thank you!

{% if include.desc == "Konnect Org" %}
1. In [{{site.konnect_saas}}](https://cloud.konghq.com/login), click {% konnect_icon organizations %} **Organization** > **Settings**, and then click the **Authentication Scheme** tab.
{% endif %}
{% if include.desc == "Dev Portal" %}
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Same comment here as the previous, but everything in this if tag is only pulled into the Dev Portal SSO docs, not the Konnect org SSO docs.

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Very powerful! Thank you!

* **Single Sign-On URL**: `https://global.api.konghq.com/v2/authenticate/login_path/saml/acs`
* **Audience URI (SP Entity ID)**: `https://cloud.konghq.com/sp/SP_ID`

1. Optional: In the **Attribute Statements**, add the following three attributes:
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This doesn't mention why a user would want to configure this and I'm not sure what the answer to that is.


1. [Add users to the Okta application](https://help.okta.com/en-us/content/topics/users-groups-profiles/usgp-assign-apps.htm).

1. [Generate a signing certificate](https://help.okta.com/en-us/content/topics/apps/manage-signing-certificates.htm) to use in {{site.konnect_short_name}}.
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There's no place to put the cert in konnect, so I just need to generate it and activate it?

## Set up SSO in {{site.konnect_short_name}}
{% navtabs %}
{% navtab OIDC%}
{% if include.desc == "Konnect Org" %}
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Very powerful! Thank you!

{% if include.desc == "Konnect Org" %}
1. In [{{site.konnect_saas}}](https://cloud.konghq.com/login), click {% konnect_icon organizations %} **Organization** > **Settings**, and then click the **Authentication Scheme** tab.
{% endif %}
{% if include.desc == "Dev Portal" %}
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Very powerful! Thank you!

{% endnavtab %}
{% navtab SAML %}

The {{site.konnect_short_name}} SAML integration allows you to configure various identity providers. While technically any SAML-compliant provider can be used, the following have been verified:
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Do we want to add a similar list for OIDC as well?

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Sure, I'll add that!


## Troubleshooting

<details><summary>Troubleshooting authentication issues with large numbers of groups</summary>
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@Daniel2218 / @joshcman
Do we want to add a section similar to https://docs.konghq.com/konnect/org-management/sso/#reference for Dev Portal?

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I moved that section to it's own page: https://deploy-preview-8118--kongdocs.netlify.app/konnect/reference/sso/ (trying to separate reference content from how to content). I can add to that reference page if we have mappings that are specific to Dev Portal.

* [Configure generic SSO for a Konnect Org](/konnect/org-management/sso/)
* [IdP SSO attribute mapping reference](/konnect/reference/sso)
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Should we add this section for Dev Portal "Configure Okta" page as well: https://docs.konghq.com/konnect/org-management/okta-idp/#add-a-user-to-your-application?

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@cloudjumpercat cloudjumpercat Nov 8, 2024

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Adding users to the application is one of the steps in this section (it's step 3 for OIDC and step 4 for SAML). That step is a link to the Okta doc because if we write out the steps ourselves like we did in the current Org Okta SSO doc, they quickly become out-dated. And I tested the flow with the Okta doc and thought it was accurate and helpful.

So, it is annoying as a user to have to go to yet another link for more instructions, but the instructions are more likely to be accurate this way if we use Okta's.

Signed-off-by: Diana <[email protected]>
{% endif %}
{% if include.desc == "Konnect Org" %}
1. Optional: To map existing teams from IdP groups to {{site.konnect_short_name}}, do the following:
1. Configure group claims in your IdP application. Be sure to add the following to the scope: `openid`, `email`, `profile`
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I feel slightly unsure about this step. I needed to make it generic, and I think groups claim is the correct name.

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