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fix: improvements to the oidc document #5063

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28 changes: 20 additions & 8 deletions docs/self-managed/setup/guides/connect-to-an-oidc-provider.md
Original file line number Diff line number Diff line change
Expand Up @@ -43,6 +43,10 @@ configuration](#component-specific-configuration) to ensure the components are c
- Audience
4. Set the following environment variables or Helm values for the component you are configuring an app for:

:::note
You can connect to your OIDC provider through either environment variables or Helm values. Ensure only one configuration option is used.
:::

<Tabs groupId="optionsType" defaultValue="env" queryString values={[{label: 'Environment variables', value: 'env' },{label: 'Helm values', value: 'helm' }]} >
<TabItem value="env">

Expand All @@ -51,9 +55,9 @@ configuration](#component-specific-configuration) to ensure the components are c
CAMUNDA_IDENTITY_BASE_URL=<IDENTITY_URL>
CAMUNDA_IDENTITY_ISSUER=<URL_OF_ISSUER>
CAMUNDA_IDENTITY_ISSUER_BACKEND_URL=<URL_OF_ISSUER> // this is used for container to container communication
CAMUNDA_IDENTITY_CLIENT_ID=<Client ID from Step 2>
CAMUNDA_IDENTITY_CLIENT_SECRET=<Client secret from Step 2>
CAMUNDA_IDENTITY_AUDIENCE=<Audience from Step 2>
CAMUNDA_IDENTITY_CLIENT_ID=<Client ID from Step 3>
CAMUNDA_IDENTITY_CLIENT_SECRET=<Client secret from Step 3>
CAMUNDA_IDENTITY_AUDIENCE=<Audience from Step 3>
IDENTITY_INITIAL_CLAIM_NAME=<Initial claim name if not using the default "oid">
IDENTITY_INITIAL_CLAIM_VALUE=<Initial claim value>
SPRING_PROFILES_ACTIVE=oidc
Expand Down Expand Up @@ -124,13 +128,20 @@ Ensure you register a new application for each component.
:::

1. Within the Entra ID admin center, [register a new application](https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app) for **each** component you would like to connect.
2. Navigate to the new application's **Overview** page, and make note of the **Client ID**.
2. Navigate to the new application's **Overview** page, and make note of the **Client ID**. This will also be used as the audience ID.
3. Within your new application, [configure a platform](https://learn.microsoft.com/en-gb/entra/identity-platform/quickstart-register-app#configure-platform-settings) for the appropriate component:
- **Web**: Operate, Tasklist, Optimize, Identity
- **Single-page application**: Modeler, Console
4. Add your component's **Microsoft Entra ID** redirect URI, found under [Component-specific configuration](#component-specific-configuration).
5. [Create a new client secret](https://learn.microsoft.com/en-gb/entra/identity-platform/quickstart-register-app?tabs=client-secret#add-credentials), and note the new secret's value for later use.
6. Set the following environment variables for the component you are configuring an app for:
:::note
In Microsoft Entra ID, redirect URIs serve as an approved list of destinations. Only the URLs specified in the redirect URIs configuration will be permitted as valid redirection targets for authentication responses. This security measure ensures that tokens and authorization codes are only sent to pre-approved locations, preventing potential unauthorized access or token theft.
:::
5. [Create a new client secret](https://learn.microsoft.com/en-gb/entra/identity-platform/quickstart-register-app?tabs=client-secret#add-credentials), and note the new secret's value for later use. The secret ID is not needed, only the secret value is required.
6. Set the following environment variables or Helm values for the component you are configuring an app for:

:::note
You can connect to your OIDC provider through either environment variables or Helm values. Ensure only one configuration option is used.
:::

<Tabs groupId="optionsType" defaultValue="env" queryString values={[{label: 'Environment variables', value: 'env' },{label: 'Helm values', value: 'helm' }]} >
<TabItem value="env">
Expand Down Expand Up @@ -165,8 +176,8 @@ global:
identity:
clientId: <Client ID from Step 2>
existingSecret: <Client secret from Step 5>
audience: <Audience from Step 1>
initialClaimName: <Initial claim name if not using the default "oid">
audience: <Audience from Step 2>
# This is the object ID of the first user. A role mapping in Identity will automatically be generated for this user.
initialClaimValue: <Initial claim value>
redirectUrl: <See the Helm value in the table below>
operate:
Expand Down Expand Up @@ -198,6 +209,7 @@ global:
clientId: <Client ID from Step 2>
audience: <Client ID from Step 2>
redirectUrl: <See the Helm value in the table below>
wellKnown: <Found in the "Endpoints" section of the app registrations page>
connectors:
clientId: <Client ID from Step 2>
existingSecret: <Client secret from Step 5>
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -36,13 +36,17 @@ configuration](#component-specific-configuration) to ensure the components are c
1. In your OIDC provider, create an application for each of the components you want to connect. The expected redirect URI of the component you are configuring an app for can be found in [component-specific configuration](#component-specific-configuration).
2. For all Components, ensure the appropriate application type is used:
- **Operate, Tasklist, Optimize, Identity:** Web applications requiring confidential access/a confidential client
- **Modeler, Console:** Single-page applications requiring public access/a public client
- **Web Modeler, Console:** Single-page applications requiring public access/a public client
3. Make a note of the following values for each application you create:
- Client ID
- Client secret
- Audience
4. Set the following environment variables or Helm values for the component you are configuring an app for:

:::note
You can connect to your OIDC provider through either environment variables or Helm values. Ensure only one configuration option is used.
:::

<Tabs groupId="optionsType" defaultValue="env" queryString values={[{label: 'Environment variables', value: 'env' },{label: 'Helm values', value: 'helm' }]} >
<TabItem value="env">

Expand All @@ -51,9 +55,9 @@ configuration](#component-specific-configuration) to ensure the components are c
CAMUNDA_IDENTITY_BASE_URL=<IDENTITY_URL>
CAMUNDA_IDENTITY_ISSUER=<URL_OF_ISSUER>
CAMUNDA_IDENTITY_ISSUER_BACKEND_URL=<URL_OF_ISSUER> // this is used for container to container communication
CAMUNDA_IDENTITY_CLIENT_ID=<Client ID from Step 2>
CAMUNDA_IDENTITY_CLIENT_SECRET=<Client secret from Step 2>
CAMUNDA_IDENTITY_AUDIENCE=<Audience from Step 2>
CAMUNDA_IDENTITY_CLIENT_ID=<Client ID from Step 3>
CAMUNDA_IDENTITY_CLIENT_SECRET=<Client secret from Step 3>
CAMUNDA_IDENTITY_AUDIENCE=<Audience from Step 3>
IDENTITY_INITIAL_CLAIM_NAME=<Initial claim name if not using the default "oid">
IDENTITY_INITIAL_CLAIM_VALUE=<Initial claim value>
SPRING_PROFILES_ACTIVE=oidc
Expand Down Expand Up @@ -124,13 +128,20 @@ Ensure you register a new application for each component.
:::

1. Within the Entra ID admin center, [register a new application](https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app) for **each** component you would like to connect.
2. Navigate to the new application's **Overview** page, and make note of the **Client ID**.
2. Navigate to the new application's **Overview** page, and make note of the **Client ID**. This will also be used as the audience ID.
3. Within your new application, [configure a platform](https://learn.microsoft.com/en-gb/entra/identity-platform/quickstart-register-app#configure-platform-settings) for the appropriate component:
- **Web**: Operate, Tasklist, Optimize, Identity
- **Single-page application**: Modeler, Console
4. Add your component's **Microsoft Entra ID** redirect URI, found under [Component-specific configuration](#component-specific-configuration).
5. [Create a new client secret](https://learn.microsoft.com/en-gb/entra/identity-platform/quickstart-register-app?tabs=client-secret#add-credentials), and note the new secret's value for later use.
6. Set the following environment variables for the component you are configuring an app for:
:::note
In Microsoft Entra ID, redirect URIs serve as an approved list of destinations. Only the URLs specified in the redirect URIs configuration will be permitted as valid redirection targets for authentication responses. This security measure ensures that tokens and authorization codes are only sent to pre-approved locations, preventing potential unauthorized access or token theft.
:::
5. [Create a new client secret](https://learn.microsoft.com/en-gb/entra/identity-platform/quickstart-register-app?tabs=client-secret#add-credentials), and note the new secret's value for later use. The secret ID is not needed, only the secret value is required.
6. Set the following environment variables or Helm values for the component you are configuring an app for:

:::note
You can connect to your OIDC provider through either environment variables or Helm values. Ensure only one configuration option is used.
:::

<Tabs groupId="optionsType" defaultValue="env" queryString values={[{label: 'Environment variables', value: 'env' },{label: 'Helm values', value: 'helm' }]} >
<TabItem value="env">
Expand Down Expand Up @@ -165,8 +176,8 @@ global:
identity:
clientId: <Client ID from Step 2>
existingSecret: <Client secret from Step 5>
audience: <Audience from Step 1>
initialClaimName: <Initial claim name if not using the default "oid">
audience: <Audience from Step 2>
# This is the object ID of the first user. A role mapping in Identity will automatically be generated for this user.
initialClaimValue: <Initial claim value>
redirectUrl: <See the Helm value in the table below>
operate:
Expand Down Expand Up @@ -198,6 +209,7 @@ global:
clientId: <Client ID from Step 2>
audience: <Client ID from Step 2>
redirectUrl: <See the Helm value in the table below>
wellKnown: <Found in the "Endpoints" section of the app registrations page>
connectors:
clientId: <Client ID from Step 2>
existingSecret: <Client secret from Step 5>
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -43,6 +43,10 @@ configuration](#component-specific-configuration) to ensure the components are c
- Audience
4. Set the following environment variables or Helm values for the component you are configuring an app for:

:::note
You can connect to your OIDC provider through either environment variables or Helm values. Ensure only one configuration option is used.
:::

<Tabs groupId="optionsType" defaultValue="env" queryString values={[{label: 'Environment variables', value: 'env' },{label: 'Helm values', value: 'helm' }]} >
<TabItem value="env">

Expand All @@ -51,9 +55,9 @@ configuration](#component-specific-configuration) to ensure the components are c
CAMUNDA_IDENTITY_BASE_URL=<IDENTITY_URL>
CAMUNDA_IDENTITY_ISSUER=<URL_OF_ISSUER>
CAMUNDA_IDENTITY_ISSUER_BACKEND_URL=<URL_OF_ISSUER> // this is used for container to container communication
CAMUNDA_IDENTITY_CLIENT_ID=<Client ID from Step 2>
CAMUNDA_IDENTITY_CLIENT_SECRET=<Client secret from Step 2>
CAMUNDA_IDENTITY_AUDIENCE=<Audience from Step 2>
CAMUNDA_IDENTITY_CLIENT_ID=<Client ID from Step 3>
CAMUNDA_IDENTITY_CLIENT_SECRET=<Client secret from Step 3>
CAMUNDA_IDENTITY_AUDIENCE=<Audience from Step 3>
IDENTITY_INITIAL_CLAIM_NAME=<Initial claim name if not using the default "oid">
IDENTITY_INITIAL_CLAIM_VALUE=<Initial claim value>
SPRING_PROFILES_ACTIVE=oidc
Expand Down Expand Up @@ -124,13 +128,20 @@ Ensure you register a new application for each component.
:::

1. Within the Entra ID admin center, [register a new application](https://learn.microsoft.com/en-us/entra/identity-platform/quickstart-register-app) for **each** component you would like to connect.
2. Navigate to the new application's **Overview** page, and make note of the **Client ID**.
2. Navigate to the new application's **Overview** page, and make note of the **Client ID**. This will also be used as the audience ID.
3. Within your new application, [configure a platform](https://learn.microsoft.com/en-gb/entra/identity-platform/quickstart-register-app#configure-platform-settings) for the appropriate component:
- **Web**: Operate, Tasklist, Optimize, Identity
- **Single-page application**: Modeler, Console
4. Add your component's **Microsoft Entra ID** redirect URI, found under [Component-specific configuration](#component-specific-configuration).
5. [Create a new client secret](https://learn.microsoft.com/en-gb/entra/identity-platform/quickstart-register-app?tabs=client-secret#add-credentials), and note the new secret's value for later use.
6. Set the following environment variables for the component you are configuring an app for:
:::note
In Microsoft Entra ID, redirect URIs serve as an approved list of destinations. Only the URLs specified in the redirect URIs configuration will be permitted as valid redirection targets for authentication responses. This security measure ensures that tokens and authorization codes are only sent to pre-approved locations, preventing potential unauthorized access or token theft.
:::
5. [Create a new client secret](https://learn.microsoft.com/en-gb/entra/identity-platform/quickstart-register-app?tabs=client-secret#add-credentials), and note the new secret's value for later use. The secret ID is not needed, only the secret value is required.
6. Set the following environment variables or Helm values for the component you are configuring an app for:

:::note
You can connect to your OIDC provider through either environment variables or Helm values. Ensure only one configuration option is used.
:::

<Tabs groupId="optionsType" defaultValue="env" queryString values={[{label: 'Environment variables', value: 'env' },{label: 'Helm values', value: 'helm' }]} >
<TabItem value="env">
Expand Down Expand Up @@ -165,8 +176,8 @@ global:
identity:
clientId: <Client ID from Step 2>
existingSecret: <Client secret from Step 5>
audience: <Audience from Step 1>
initialClaimName: <Initial claim name if not using the default "oid">
audience: <Audience from Step 2>
# This is the object ID of the first user. A role mapping in Identity will automatically be generated for this user.
initialClaimValue: <Initial claim value>
redirectUrl: <See the Helm value in the table below>
operate:
Expand Down Expand Up @@ -198,6 +209,7 @@ global:
clientId: <Client ID from Step 2>
audience: <Client ID from Step 2>
redirectUrl: <See the Helm value in the table below>
wellKnown: <Found in the "Endpoints" section of the app registrations page>
connectors:
clientId: <Client ID from Step 2>
existingSecret: <Client secret from Step 5>
Expand Down
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