Hub 2017.2 Help

OAuth 2.0 Authentication Module

An OAuth 2.0 authentication module lets users log in to Hub and any connected services with credentials that are stored in an external authorization service. Hub provides pre-configured authentication modules for Amazon, Azure AD 2.0, Facebook, Microsoft Live, Facebook, PayPal, and Yandex Passport. You can also use the generic OAuth 2.0 authentication module to let users log in to Hub with accounts from other third-party services that support OAuth 2.0, like Basecamp, Stack Exchange, and Zendesk.

When you enable an OAuth 2.0 authentication module in Hub:

  • Your users log in to Hub with the credentials they use in an external service.
  • Your Hub users have fewer accounts and passwords to remember.
  • New users with accounts in the connected service can create their own accounts in Hub.

Enable OAuth 2.0 Authentication

To allow users with existing accounts in an external authorization service to log in to Hub, enable an OAuth 2.0 authentication module.

This procedure takes place in three steps:

  1. Generate a Redirect URI in Hub. When you create an authentication module, Hub generates a redirect URI to use with the authorization service. This URI identifies the source of each login request.
  2. Generate a Client ID and Secret in the authorization service. Every login request sent from Hub includes a unique identifier. The ID and secret you store in the authentication module tell the authorization service that each login request is authorized.
  3. Enable the Auth Module in Hub. When you have generated the information Hub uses to authenticate with the authorization service, copy the values into Hub and enable the module.

Generate a Redirect URI in Hub

  1. In the Access Management section of the Administration menu, select Auth Modules.
  2. From the New Module drop-down list, select one of the pre-configured OAuth 2.0 authentication modules, for example, Facebook. To connect another third-party authorization service, select OAuth 2.0, enter the Name and Authorization URL in the sidebar, then click the Create button.
    • The Auth Modules page displays the settings for a new OAuth 2.0 authentication module.
    • Hub generates a redirect URI for you to use in the authorization service.
    /help/img/hub/2017.2/oauth20redirectURI.png
  3. If the feature is supported by your browser, use the Copy button to copy the redirect URI to your clipboard.

Generate a Client ID and Secret in the Authorization Service

The next step is to register the authorized redirect URI for Hub in the authorization service. This process varies by service. The instructions in the following table describe how to register Hub as an application for pre-configured OAuth 2.0 authorization services. The procedures for other third-party authorization services are similar.

Authorization ServiceSetup Instructions
Amazon
  1. Access Login with Amazon.
  2. From the Applications menu, click the Register new application button.
  3. Fill in the Application Information form and click the Save button.
  4. Expand the Web Settings section and click the Edit button.
  5. Paste the redirect URI from Hub into the Allowed Return URLs input field and click the Save button.
  6. Use the values that are stored as the Client ID and Client Secret to enable the authentication module in Hub.
Azure AD 2.0
  1. Access the Microsoft Application Console. You can also access this page from the current version of the Microsoft Azure Portal (select App registrations in the Manage section of the Azure Active Directory menu).
  2. On the My applications page, click the Add an app button.
  3. Enter a name and click the Create button.
  4. In the Platforms section of the registration page, click the Add Platform button and select the Web option from the dialog.
  5. Paste the redirect URI from Hub into the Redirect URIs input field and click the Save button.
  6. In the Microsoft Graph Permissions section of the registration page, verify that the User.Read permission is included in the Delegated Permissions list. If not, click the Add button and select this permission from the list in the Select Permission dialog.
  7. Use the value that is stored as the Application Id in the Properties section of the registration page as the Client ID setting in Hub.
  8. Click the Generate New Password button in the Application Secrets section of the registration page to generate password. Copy the generated value and paste it into the Client secret setting in Hub.
Facebook
  1. Access the Facebook for Developers service.
  2. Click the Add a new app button.
  3. Fill in the Create a New App ID form and click the Create App ID button.
  4. From the Products menu, select Add Product and choose Facebook Login.
  5. Paste the redirect URI from Hub into the Valid OAuth redirect URIs input field and click the Save Changes button.
  6. Open the Settings page and use the values that are stored as the App ID and App Secret to enable the authentication module in Hub.
Microsoft Live
  1. Access the Microsoft Application Registration Portal.
  2. On the My applications page, click the Add an app button.
  3. Enter a name and click the Create application button.
  4. In the Platforms section, click the Add Platform button and select the Web option.
  5. Paste the redirect URI from Hub into the Redirect URIs input field and click the Save button.
  6. Use the value that is stored as the Application Id for the Client ID setting in Hub.
  7. Use the Generate New Password option to generate a value for the Client secret setting in Hub.
PayPal
  1. Access the PayPal Developer service.
  2. Open the Dashboard and select My Apps & Credentials.
  3. In the REST API apps section, click the Create app button.
  4. Fill in the Application Details form and click the Create App button.
  5. In the App Settings section, click Show to display the Return URL input field.
  6. Paste the redirect URI from Hub into the Return URL input field and click the Save button.
  7. Use the values that are stored as the Client ID and Secret to enable the authentication module in Hub.
Yandex Passport
  1. Access Yandex OAuth.
  2. Click the Create new client button.
  3. Fill in the New Client form.
  4. In the Scopes section, select Yandex.Passport API, then enable the Access to email address, Access to user avatar, and Access to username, first name and surname, gender options.
  5. Expand the Web Settings section and click the Edit button.
  6. Paste the redirect URI from Hub into the Callback URL input field and click the Submit button.
  7. Use the values that are stored as the ID and Password to enable the authentication module in Hub.

Enable the Auth Module in Hub

  1. Copy the client ID from the authorization service and paste it into the Client ID input field in Hub.
  2. Copy the client secret from the authorization service and paste it into the Client secret input field in Hub.
  3. Configure the optional settings for the authentication module. For more information, see Connection Settings and User Management Options.
  4. Click the Enable module button.
    • The OAuth 2.0 authentication module is enabled.
    • The icon stored in the Button image setting is added to the login dialog window. Users can click this icon to log in to Hub with an account from the connected authorization service.

Settings

The first section of the settings page displays the general settings for the authentication module. Here, you also find the redirect URI that you use to register Hub in the authorization service and the input fields that store the Client ID and Client Secret that are generated in the authorization service.

SettingDescription
TypeDisplays the type of authorization service that is enabled for third-party authentication in Hub.
NameStores the name of the authentication module. Use this setting to distinguish this module from other authentication modules in the Auth Modules list.
Button imageDisplays the image used for the button that a user clicks to log in to Hub with a their account in the connected authorization service. You can upload a JPG, GIF or PNG file. The image is resized to 48 x 48 pixels automatically.
Redirect URIDisplays the authorized redirect URI that is used to register the connection to Hub in the authorization service.
Client IDStores the identifier that the authorization service uses to validate a login request. You generate this value in the authorization service when you configure the authorization settings for a web application and enter an authorized redirect URI.
Client SecretStores the secret or password used to validate the client ID. You generate this value in the authorization service together with the client ID.

Authorization Service Endpoints

The settings in this section of the page store the OAuth 2.0 endpoints used by the authorization service. Additional settings let you define the request scope, and choose how to authenticate with the service.

For pre-configured OAuth 2.0 modules, the values that are used by the selected authorization service are set automatically.

SettingDescription
AuthorizationStores the endpoint that Hub uses to obtain authorization from the resource owner via user-agent redirection.
TokenStores the endpoint that Hub uses to exchange an authorization grant for an access token.
User dataStores the endpoint used to locate profile data for the authenticated user.
ScopeSets the scope for the access request. Enter a list of scopes, separated by spaces.
AuthenticationDetermines how credentials are passed to the authorization service.

Field Mapping

When a user profile response object is returned by the authorization service, values from the specified field paths are copied to the user profile in Hub. Use the following settings to define the endpoint that locates profile data for the authenticated user and map fields that are stored in the authorization service to user accounts in Hub.

For pre-configured OAuth 2.0 modules, the values that are used by the selected authorization service are set automatically.

Use a sequence of path segments separated by slashes (/) to specify a path to a field inside a nested object.

FieldDescription
User IDMaps to the field that stores the value to copy to the User ID property in Hub.
EmailMaps to the field that stores the value to copy to the Email field in the Hub profile.
Verified emailMaps to the field that stores the value to copy to the verified email property in Hub.
Full nameMaps to the field that stores the value to copy to the Full name field in the Hub profile.
AvatarMaps to the field that stores the image to use as the Avatar in the Hub profile.
Image URL patternGenerates an image URL for avatars that are referenced by an ID. Use the <picture-id> placeholder to reference the field that stores the avatar.

Connection Settings

The settings in this section of the page let you reduce the loss of processing resources consumed by idle connections.

SettingDescription
Connection timeoutSets the period of time to wait to establish a connection to the authorization service. The default setting is 5000 milliseconds (5 seconds).
Read timeoutSets the period of time to wait to read and retrieve user profile data from the authorization service. The default setting is 5000 milliseconds (5 seconds).

User Management Options

The following options are located at the bottom of the page. Use these settings to manage Hub account creation and group membership.

OptionDescription
User creationEnables creation of Hub accounts for unregistered users who log in with an account that is stored in the connected authorization service. Hub uses the email address to determine whether the user has an existing account.
Auto-join groupsAdds users to a group when they log in with an account that is stored in the connected authorization service. You can select one or more groups. New users that auto-join a group inherit all of the permissions assigned to this group.
We recommend that you add users to at least one group. Otherwise, a new user is only granted the permissions that are currently assigned to the All Users group.
Last modified: 19 July 2017