Apache Syncope 2.0.4-SNAPSHOT

This document is under active development and discussion!

If you find errors or omissions in this document, please don’t hesitate to submit an issue or open a pull request with a fix. We also encourage you to ask questions and discuss any aspects of the project on the mailing lists or IRC. New contributors are always welcome!

Preface

This guide shows you how to get started with Apache Syncope services for identity management, provisioning, and compliance.

1. Introduction

Apache Syncope is an Open Source system for managing digital identities in enterprise environments, implemented in Java EE technology and released under the Apache 2.0 license.

Identity Management (or IdM) means to manage user data on systems and applications, using the combination of business processes and IT. IdM involves considering user attributes, roles, resources and entitlements in trying to answer the following thorny question:

Who has access to What, When, How, and Why?

1.1. What is Identity Management, anyway?

Account: Computers work with records of data about people. Such records contain technical information needed by the system for which the account is created and managed.
(Digital) Identity: A representation of a set of claims made by one digital subject about itself. It’s you!

Have you ever been hired by a company, entered an organization or just created a new Google account? Companies, organizations and cloud entities work with applications that need your data to function properly: username, password, e-mail, first name, surname, and more.

Where is this information going to come from? And what happens when you need to be enabled for more applications? And what if you get promoted and acquire more rights on the applications you already had access to? Most important, what happens when you quit or they gently let you go?

In brief, Identity Management takes care of managing identity data throughout what is called the Identity Lifecycle.

Figure 1. Identity Lifecycle

Users, Groups and Any Objects

With Apache Syncope 2.0.0, the managed identities are not limited anymore to Users and Groups. New object types can be defined so that Any Object’s data can be managed through Syncope: workstations, printers, folders, sensors, services, and so on. This positions Apache Syncope at the forefront for bringing Identity Management to the IoT world.

1.2. Identity and Access Management - Reference Scenario

Figure 2. IAM Scenario

The picture above shows the technologies involved in a complete IAM solution:

Identity Store (as RDBMS, LDAP, Active Directory, meta- and virtual-directories) - the repository for account data
Provisioning Engine - synchronizes account data across Identity Stores and a broad range of data formats, models, meanings and purposes
Access Manager - access mediator to all applications, focused on application front-end, taking care of authentication (Single Sign-On), authorization (OAuth, XACML) and federation (SAML, OpenID Connect).

From a technology point of view, Apache Syncope is primarily a Provisioning Engine.

1.2.1. Aren’t Identity Stores enough?

One might suppose that a single Identity Store can solve all the identity needs inside an organization, but there are a few drawbacks with this approach:

Heterogeneity of systems
Lack of a single source of information (HR for corporate id, Groupware for mail address, …)
Often applications require a local user database
Inconsistent policies across the infrastructure
Lack of workflow management
Hidden infrastructure management cost, growing with the size of the organization

1.3. A bird’s eye view on the Architecture

Figure 3. Architecture

Admin UI is the web-based console for configuring and administering running deployments, with full support for delegated administration.

End-user UI is the web-based application for self-registration, self-service and password reset.

CLI is the command-line application for interacting with Apache Syncope from scripts, particularly useful for system administrators.

Core is the central component, providing all services offered by Apache Syncope.
It exposes a fully-compliant JAX-RS 2.0 RESTful interface which enables third-party applications, written in any programming language, to consume IdM services.

Logic implements the overall business logic that can be triggered via REST services, and controls some additional features (notifications, reports and auditing)
Provisioning is involved with managing the internal (via workflow) and external (via specific connectors) representation of Users, Groups and Any Objects.
This component often needs to be tailored to meet the requirements of a specific deployment, as it is the crucial decision point for defining and enforcing the consistency and transformations between internal and external data. The default all-Java implementation can be extended for this purpose. In addition, an Apache Camel-based implementation is also available as an extension, which brings all the power of runtime changes and adaptation.
Workflow is one of the pluggable aspects of Apache Syncope: this lets every deployment choose the preferred engine from a provided list - including one based on Activiti BPM and another based on Flowable, the reference open source BPMN 2.0 implementations - or define new, custom ones.
Persistence manages all data (users, groups, attributes, resources, …) at a high level using a standard JPA 2.0 approach. The data is persisted to an underlying database, referred to as Internal Storage. Consistency is ensured via the comprehensive transaction management provided by the Spring Framework.
Globally, this offers the ability to easily scale up to a million entities and at the same time allows great portability with no code changes: MySQL, MariaDB, PostgreSQL, Oracle and MS SQL Server are fully supported deployment options.
Security defines a fine-grained set of entitlements which can be granted to administrators, thus enabling the implementation of delegated administration scenarios.

Third-party applications are provided full access to IdM services by leveraging the REST interface, either via the Java Client Library (the basis of Admin UI, End-user UI and CLI) or plain HTTP calls.

ConnId

The Provisioning layer relies on ConnId; ConnId is designed to separate the implementation of an application from the dependencies of the system that the application is attempting to connect to.

ConnId is the continuation of The Identity Connectors Framework (Sun ICF), a project that used to be part of market leader Sun IdM and has since been released by Sun Microsystems as an Open Source project. This makes the connectors layer particularly reliable because most connectors have already been implemented in the framework and widely tested.

The new ConnId project, featuring contributors from several companies, provides all that is required nowadays for a modern Open Source project, including an Apache Maven driven build, artifacts and mailing lists. Additional connectors – such as for SOAP, CSV, PowerShell and Active Directory – are also provided.

2. System Requirements

2.1. Hardware

The hardware requirements depend greatly on the given deployment, in particular the total number of managed entities (Users, Groups and Any Objects), their attributes and resources.

CPU: dual core, 2 GHz (minimum)
RAM: 2 GB (minimum)
Disk: 100 MB (minimum)

2.2. Java

Apache Syncope 2.0.4-SNAPSHOT requires the latest JDK 7 or JDK 8 that is available.

2.3. Java EE Container

Apache Syncope 2.0.4-SNAPSHOT is verified with the following Java EE containers:

2.4. Internal Storage

Apache Syncope 2.0.4-SNAPSHOT is verified with the recent versions of the following DBMSes, for internal storage:

3. Obtain Apache Syncope

There are several ways to obtain Apache Syncope: each of which has advantages or caveats for different types of users.

3.1. Standalone

The standalone distribution is the simplest way to start exploring Apache Syncope: it contains a fully working, in-memory Tomcat-based environment that can be easily grabbed and put at work on any modern laptop, workstation or server.

Target Audience

First approach, especially with administration console and end-user; does not require technical skills.
Not meant for any production environment.

Getting ready in a few easy steps:

download the standalone distribution
unzip the distribution archive
go into the created Apache Tomcat directory

start Apache Tomcat

GNU / Linux, Mac OS X

$ chmod 755 ./bin/*.sh
$ ./bin/startup.sh

Windows
```
> bin/startup.bat
```

Please refer to the Apache Tomcat documentation for more advanced setup and instructions.

3.1.1. Components

The set of provided components, including access URLs and credentials, is the same as reported for embedded mode, with the exception of log files, available here under $CATALINA_HOME/logs.

Internal Storage

By default, the standalone distribution is configured to use an in-memory database instance. This means that every time Tomcat is shut down all changes that have been made are lost.

If you want instead to make your changes persistent, replace

jdbc:h2:mem:syncopedb;DB_CLOSE_DELAY=-1

with

jdbc:h2:~/syncopedb;DB_CLOSE_DELAY=-1

in webapps/syncope/WEB-INF/classes/domains/Master.properties (for Master domain) or webapps/syncope/WEB-INF/classes/domains/Two.properties (for Two domain) from the Apache Tomcat directory. This will create H2 database files in the home directory of the user running Apache Syncope.

Please refer to the H2 documentation for more options.

3.2. Debian packages

Debian packages are available for use with Debian GNU / Linux, Ubuntu and their derivatives.

Target Audience

Getting up and running quickly on Debian / Ubuntu.
Difficult to extend beyond pre-sets.

Download

Download the latest .deb packages

Prepare

Install Apache Tomcat 8

sudo apt-get install tomcat8

Ubuntu LTS 14.04 LTS does not provide the tomcat8 package by default: you will need instead to download and manually install the following packages (from Ubuntu 15.04): libecj-java libtomcat8-java tomcat8-common tomcat8

Install PostgreSQL

sudo apt-get install libpostgresql-jdbc-java postgresql postgresql-client

Use the PostgreSQL JDBC driver with Tomcat

sudo ln -s /usr/share/java/postgresql-jdbc4.jar /usr/share/tomcat8/lib/

Replace JAVA_OPTS in /etc/default/tomcat8 with the following:

JAVA_OPTS="-Djava.awt.headless=true -Dfile.encoding=UTF-8 -server \
  -Xms1536m -Xmx1536m -XX:NewSize=256m -XX:MaxNewSize=256m \
  -XX:PermSize=256m -XX:MaxPermSize=256m -XX:+DisableExplicitGC"

Install

Stop Tomcat
```
sudo service tomcat8 stop
```
Install Apache Syncope core, console and enduser via the downloaded packages
```
sudo dpkg -i apache-syncope-*.deb
```

Create a database for use with Apache Syncope

sudo SYNCOPE_USER="syncope" SYNCOPE_PASS="syncope" sh /usr/share/apache-syncope/dbinit-postgresql.sh

Start Tomcat
```
sudo service tomcat8 start
```

3.2.1. Components

The following assumes that protocol, host and port reflect your Apache Tomcat installation.

Log files

Available under /var/log/apache-syncope

ConnId bundles

Available under /var/lib/apache-syncope/bundles

Complete REST API reference

protocol://host:port/syncope/index.html

Swagger UI

protocol://host:port/syncope/swagger/

Administration console

protocol://host:port/syncope-console/

End-user UI

protocol://host:port/syncope-enduser/

3.3. GUI Installer

GUI application for configuring and deploying Apache Syncope on supported DBMSes and Java EE containers.

Target Audience

Getting up and running quickly on any supported DBMS and Java EE container, independently from the underlying operating system.
Difficult to extend beyond pre-sets.

3.3.1. Prerequisites

Apache Maven (version 3.0.3 or higher) installed
one of the supported DBMSes up and running
one of the supported Java EE containers up and running
A datasource with the name syncopeDataSource configured in the selected Java EE container, for a database instance in the DBMS of choice

When deploying on Apache Tomcat, don’t forget to configure a manager user; if not done yet, ensure that the content of $CATALINA_HOME/conf/tomcat-users.xml looks like:

<?xml version='1.0' encoding='utf-8'?>
<tomcat-users>
  <role rolename="manager-gui"/>
  <role rolename="manager-script"/>
  <role rolename="manager-jmx"/>
  <role rolename="manager-status"/>
  <user username="manager" password="s3cret" roles="manager-script"/>
</tomcat-users>

3.3.2. Usage

Once downloaded, double-click the JAR file or execute via the command-line:

java -jar syncope-installer-*-uber.jar

3.3.3. Components

The following assumes that protocol, host and port reflect your Java EE container installation.

Complete REST API reference

protocol://host:port/syncope/index.html

Swagger UI

protocol://host:port/syncope/swagger/

Administration console

protocol://host:port/syncope-console/
Credentials: admin / password

End-user UI

protocol://host:port/syncope-enduser/

3.4. Maven Project

This is the preferred method for working with Apache Syncope, giving access to the whole set of customization and extension capabilities.

Target Audience

Provides access to the full capabilities of Apache Syncope, and almost all extensions that are possible.
Requires Apache Maven (and potentially DevOps) skills.

3.4.1. Prerequisites

Apache Maven (version 3.0.3 or higher) installed
Some basic knowledge about Maven
Some basic knowledge about Maven archetypes.

3.4.2. Create project

Maven archetypes are templates of projects. Maven can generate a new project from such a template. In the folder in which the new project folder should be created, type the command shown below. On Windows, run the command on a single line and leave out the line continuation characters ('\').

mvn org.apache.maven.plugins:maven-archetype-plugin:2.4:generate \
    -DarchetypeGroupId=org.apache.syncope \
    -DarchetypeArtifactId=syncope-archetype \
    -DarchetypeRepository=http://repository.apache.org/content/repositories/snapshots \
    -DarchetypeVersion=2.0.4-SNAPSHOT

Once the Maven project is generated, add the following right before </project> in the root pom.xml of the generated project:

<repositories>
  <repository>
    <id>apache.snapshots</id>
    <url>https://repository.apache.org/content/repositories/snapshots/</url>
    <snapshots>
      <enabled>true</enabled>
    </snapshots>
  </repository>
</repositories>

The archetype is configured with default values for all required properties; if you want to customize any of these property values, type 'n' when prompted for confirmation.

You will be asked for:

groupId: something like 'com.mycompany'
artifactId: something like 'myproject'
version number: You can use the default; it is good practice to have 'SNAPSHOT' in the version number during development and the maven release plugin makes use of that string. But ensure to comply with the desired numbering scheme for your project.
package name: The java package name. A folder structure according to this name will be generated automatically; by default, equal to the groupId.
secretKey: Provide any pseudo-random string here that will be used in the generated project for AES ciphering.
anonymousKey: Provide any pseudo-random string here that will be used as an authentication key for anonymous requests.

Maven will create a project for you (in a newly created directory named after the value of the artifactId property specified above) containing four modules: common, core, console and enduser.

You are now able to perform the first build via

mvn clean install

After downloading all of the needed dependencies, three WAR files will be produced:

core/target/syncope.war
console/target/syncope-console.war
enduser/target/syncope-enduser.war

If no failures are encountered, your basic Apache Syncope project is now ready to go.

Before actual deployment onto a standalone Java EE container, you need to further check the Customization chapter of the Apache Syncope Reference Guide

3.4.3. Embedded Mode

Every Apache Syncope project has the ability to run a full-blown in-memory environment, particularly useful either when evaluating the product and during the development phase of an IdM solution.

Don’t forget that this environment is completely in-memory: this means that every time Maven is stopped, all changes made are lost.

From the top-level directory of your project, execute:

mvn -P all clean install

then, from the enduser subdirectory, execute:

mvn -P embedded,all

Paths and Components

Log files

Available under core/target/log, console/target/log and enduser/target/log

ConnId bundles

Available under core/target/bundles

Complete REST API reference

http://localhost:9080/syncope/index.html

Swagger UI

http://localhost:9080/syncope/swagger/

Administration console

http://localhost:9080/syncope-console/
Credentials: admin / password

End-user UI

http://localhost:9080/syncope-enduser/

Internal storage

A SQL web interface is available at http://localhost:9080/syncope/db.jsp

Choose configuration 'Generic H2 (Embedded)'
Insert jdbc:h2:mem:syncopedb as JDBC URL
Click 'Connect' button

External resource: LDAP

An Apache DS instance is available.
You can configure any LDAP client (such as JXplorer, for example) with the following information:

host: localhost
port: 1389
base DN: o=isp
bind DN: uid=admin,ou=system
bind password: secret

External resource: SOAP

An example SOAP service is available at http://localhost:9080/syncope-fit-build-tools/cxf/soap

External resource: REST

An example REST service is available at http://localhost:9080/syncope-fit-build-tools/cxf/rest

External resource: database

H2 TCP database is available.

A SQL web interface is available at http://localhost:9082/

Choose configuration 'Generic H2 (Server)'
Insert jdbc:h2:tcp://localhost:9092/mem:testdb as JDBC URL
Set 'sa' as password
Click 'Connect' button

3.5. CLI

The command-line interface (CLI) client is an utility tool meant for interacting with Apache Syncope deployments from shell scripts.

Once downloaded and uncompressed, you will find a lib directory and two scripts: syncopeadm.sh and syncopeadm.bat, which will be used depending on the operating system.

The installation process creates cli.properties, which contains all the required information to invoke the Apache Syncope REST API services. The file content looks like the following:

syncope.rest.services=http://localhost:9080/syncope/rest
syncope.admin.user=admin
syncope.admin.password=QePSFVTnzwQowM4ohhaUYcE6aW47MVZ/

where:

syncope.rest.services: the base URL where the Apache Syncope REST API services are listening;
syncope.admin.user: the username which will be used to invoke the Syncope APIs;
syncope.admin.password: the password for the admin user configured above.

As shown above, the password value is encrypted for security reasons.

Help message

Usage: install [options]
  Options:
    --help
    --setup
    --setup-debug

3.5.1. Installation

After the file is unzipped you can start with CLI client using the syncopeadm file. If you have tried to run a CLI command before the installation process, the script will return

 - Error: It seems you need to first setup the CLI client. Run install --setup.

So, as suggested, you have to run the install command to use the CLI:

$ ./syncopeadm.sh install --setup

A successful result will be:

You are running: install --setup

###############################################
#                                             #
# Welcome to Syncope CLI installation process #
#                                             #
###############################################

Path to config files of Syncope CLI client will be: ./
- File system permission checked

Syncope server schema [http/https]: http
Syncope server hostname [e.g. localhost]: localhost
Syncope server port [e.g. 8080]: 9080
Syncope server rest context [e.g. /syncope/rest/]: /syncope/rest
Syncope admin user: admin
Syncope admin password: password
Installation parameters checked on Syncope core version: 2.0.4-SNAPSHOT

###############################################
#                                             #
#           Installation successful           #
#     now you can use Syncope CLI client      #
#                                             #
###############################################

During the installation you have to provide:

Syncope server schema: the http protocol used by the Apache Syncope core, it will be http or https;
Syncope server hostname: the hostname where the core is deployed;
Syncope server port: the port where the services are listening;
Syncope server rest context: the context where the rest services are deployed (/syncope/rest is the default);
Syncope admin user: the user with the permission to call the Syncope APIs;
Syncope admin password: the user password.

3.5.2. Troubleshooting

Various error messages are possible on installation. Here are some sample error messages:

Syncope unreachable (or wrong address):

Provided address: http://localhost:9080/syncope/rest

###############################################
#                                             #
#       Provided address is unreachable!      #
#         Check it and if it is wrong         #
#        START the installation AGAIN!        #
#                                             #
###############################################

Authentication failed:

###############################################
#                                             #
#   Username or password provided are wrong   #
#        START the installation AGAIN!        #
#                                             #
###############################################

As the message suggests you have to start the installation again when this error occurrs.

3.5.3. Debug

To work with the debug environment provided by Syncope we added a particular installation option for it. It enough to run the script with the --setup-debug option

$ ./syncopeadm.sh install --setup-debug

You are running: install --setup-debug

###############################################
#                                             #
# Welcome to Syncope CLI installation process #
#                                             #
###############################################

Path to config files of Syncope CLI client will be: ./
- File system permission checked

Installation parameters checked on Syncope core version: 2.0.4-SNAPSHOT

###############################################
#                                             #
#           Installation successful           #
#     now you can use Syncope CLI client      #
#                                             #
###############################################

3.6. Eclipse IDE Plugin

The Eclipse IDE plugin allows remote management of notification e-mail and report templates.

3.6.1. Installation

After download, start the most recent Eclipse IDE distribution then go to Help > Install New Software:

Click on Add:

Click on Local then Archive and find the downloaded zip file:

Select Apache Syncope and click on Next:

Click on Finish and wait for installation to complete:

3.6.2. Setup

After Eclipse IDE restart, go to Window > Show View > Other

Select Apache Syncope Templates:

In the new view, click on Login:

Provide the base URL for Apache Syncope deployment, username and password:

If the information above is correct, two folders should now appear:

By double-clicking on each folder, the list of available templates is shown:

Each template is now ready for authoring or removal; new templates can also be created.

3.7. Netbeans IDE Plugin

The Netbeans IDE plugin allows remote management of notification e-mail and report templates.

3.7.1. Installation

After download, start the most recent Netbeans IDE then go to Tools > Plugins:

Click on Downloaded > Add Plugins…:

Select Apache Syncope Netbeans IDE Plugin and click on Install:

3.7.2. Setup

Once installed go to Window > Apache Syncope:

The first time the plugin is run, it will prompt for connection details:

Once a connection to the given Apache Syncope deployment is established, a panel showing Mail and Report templates will appear on the left; by double-clicking on each folder, the list of available templates is shown:

To refresh the list of available templates, or to update the connection details, right-click on the Apache Syncope root node:

To create a new template, right-click on the Mail Templates or Report XSLTs folder and then click on New:

Before creating or editing a template, a modal window will be shown to select the edit format:

To edit a template, double-click on the template name and an editor will appear. On save, the template content will be uploaded to the configured Apache Syncope deployment.

To delete an existing template, right-click on the template and then click on Delete:

4. Moving Forward

Once you have obtained a working installation of Apache Syncope using one of the methods reported above, you should consider reading the Apache Syncope Reference Guide to understand how to configure, extend, customize and deploy your new Apache Syncope project.

Apache Syncope - Getting Started

Preface

Help message