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Installation of idp.access-ci.org on AWS

Introduction

idp.access-ci.org is a Shibboleth Identity Provider v5.x (IdP) hosted in AWS (Amazon Web Services) infrastructure. The installation is achieved using an AWS Reference Architecture for Shibboleth IdP, which is a set of YAML files used to quickly set up and configure a CloudFormation stack of hosts and networks. This documentation describes the installation and configuration process in detail so that the Identity Provider can be reproduced and updated.

For the initial setup of your local development environment and upload of IdP secrets, see the Initial Setup section below.

Install the CloudFormation Stack

Log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "CloudFormation".

On the "Stacks" page, look for stacks named "access-idp-N". (You can toggle the "View nested" setting to view the root stacks and their child stacks.)

Select one of the links below to create a new stack with an unused stack number.

On the "Quick create stack" page, scroll to the bottom and check the two checkboxes in the "Capabilities" section, then click the "Create Stack" button.

The CloudFormation stack consists of 6 stacks: the root "access-idp-N" stack and 5 stacks for Cluster, DeploymentPipeline, LoadBalancer, Service, and VPC. It can take up to 10 minutes for the root stack to show CREATE_COMPLETE in the stack list.

But wait! It's not done yet! After the access-idp-N stack shows CREATE_COMPLETE, the Docker image might not yet be built. To check the progress of the Docker image build, click on the main access-idp-N stack, then click the "Outputs" tab. Click the PipelineUrl you find there.

On the Pipeline page, you will see 3 phases: Source, Build, and Deploy. Build will probably still be in progress. Click "Details" to view the progress. Build takes the longest, but Deploy can also take a couple of minutes.

Note: the rest of the installation instructions below assume the CloudFormation stack created is named access-idp-1.

Update the Number of Running Instances

There is a bit of a chicken-and-egg problem with CloudFormation stacks in that the deployment pipeline needs to be working before before the Elastic Container Services (ECS). So the ECS is initially deployed with 0 running instances. After the CloudFormation stack deployment is complete, you need to update the ECS "desired task count" from 0 to 1.

Log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "Elastic Container Service" or "ECS".

In the main "Clusters" window, click on the cluster that was created (e.g., access-idp-1). Then click on the Service under the "Service Name" column (e.g., access-idp-1-Service-JGWEIBGIJEI-FargateService). Click the "Update Service" button. Change the "Desired tasks" to 1, then click the "Update" button. Back on the "Clusters" page, you should see that the "Tasks" column shows "1 Pending". Eventually, the "Tasks" column will show "1 Running".

Test the Newly Deployed Stack

When you install a new stack for the service, you should test to verify that things are still working correctly before putting the new service in production. Testing idp.access-ci.org on a given CloudFormation stack is possible since all interaction with the IdP is initiated by the client (e.g., the user's browser). So to test a specific instance, you simply need to add an entry in your local /etc/hosts file which points to the stack you want to use.

Find the Load Balancer DNS Name

Log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "CloudFormation".

Locate the root CloudFormation stack that was deployed and click on it. Note that there are nested stacks, but we are looking for the root stack named access-idp-1. Under the "Outputs" tab, locate the "LoadBalancerDNSName" entry. Then find the IP address associated with this DNS name using a command like host or dig. Example:

host acces-loadb-l4tepgtf5fho-328656092.us-east-2.elb.amazonaws.com

acces-loadb-l4tepgtf5fho-328656092.us-east-2.elb.amazonaws.com has address 18.221.40.125
acces-loadb-l4tepgtf5fho-328656092.us-east-2.elb.amazonaws.com has address 18.223.191.147

Add one of the IP addresses to your local /etc/hosts file. Example:

18.221.40.125   idp.access-ci.org

Remember to remove this extra line from your local /etc/hosts file once you are finished testing.

Test ECP Login

You must test ECP (command line) access in order to verify Duo MFA works with both ECP and web-based clients. ECP testing is performed with the https://cilogon.org/ecp.pl script. Example:

wget https://cilogon.org/ecp.pl
perl ecp.pl --proxyfile --idpname access --certreq create --lifetime 12
    Enter a username for the Identity Provider: <ACCESS Kerberos username>
    Enter a password for the Identity Provider: <ACCESS Kerberos password>
    <You will be prompted to approve an automatic Duo Push.>

openssl x509 -noout -subject -issuer -enddate -in "/tmp/x509up_u${UID}"
    subject= /DC=org/DC=cilogon/C=US/O=ACCESS/CN=ACCESS User A12345
    issuer= /DC=org/DC=cilogon/C=US/O=CILogon/CN=CILogon Silver CA 1
    notAfter=Oct 26 04:41:37 2020 GMT

Test Web Login

Go to https://cilogon.org/testidp/ (preferrably using a single Private/Incognito browser window) and select "ACCESS CI (XSEDE)". Log in with your ACCESS Kerberos username and password, and verify that you got all of the User Attributes you expect.

When you are finished testing, remove the extra line from your /etc/hosts file (or prepend with '#' to comment it out).

Increase the Number of Running Instances

Once everything is running as expected, increase the number of running instances from 1 to 2. This will provide load balancing and fail-over in case of failure of one of the service instances. See Update the Number of Running Instances above for instructions on how to do this. It's also a good idea to retest ECP and web browser login using all of the various IP addresses for the LoadBalancerDNSName.

Update DNS to the New Stack

Once you are satisfied with the new CloudFormation stack, update the DNS entry to point to the new stack.

The DNS entry for idp.access-ci.org is a CNAME record managed by NCSA, which points to idp.dyn-access-ci.org. The dyn-access-ci.org domain name is managed by AWS Route 53.

Log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "Route 53".

In the left column, click "Hosted zones". In the main window, click on the "dyn-access-ci.org" Domain name.

Check the checkbox next to "idp.dyn-access-ci.org". In the right column, click the "Edit record" button.

In the right column, click the "X" next to "dualstack.access-ci-loadb-..." to get a list of available load balancer DNS names. Select the load balancer corresponding to the DNS name you found earlier (which didn't have "dualstack" prepended). Then click the "Save" button. It can take a few minutes for DNS to propagate to your local machine.

Delete the Previous CloudFormation Stack

NOTE: Since DNS clients might be (mis)configured to update the DNS record for idp.access-ci.org less frequently than asserted by Route 53, it is prudent to wait at least an hour before deleting the previous CloudFormation stack.

After you have verified that DNS has been updated, you can delete the previous CloudFormation stack to free up AWS resources (and thus decrease the monthly bill). Deleting a CloudFormation stack is a bit tricky since resources are created during the installation process which cannot be deleted automatically during the top-level "delete stack" operation. So you will need to begin the delete stack process, and then monitor for failures. When a sub-stack delete fails, navigate to the stack's "Resources" tab to see which component failed. Click on the link which opens a new tab/window for the associated S3 bucket. Check the checkbox for the offending file/resource, and click Delete. Then try deleting the top-level CloudFormation stack again. It may require a few tries to completely delete all of the dynamically created files.

In particular the following stack resources typically require manual deletion.


Update the Shibboleth IdP Stack

When a new Shibboleth IdP Docker image is available, you will need to update the AWS deployment. In summary, this consists of the following steps:

  1. Get the list of currently installed CloudFormation stacks named "access-idp-N".
  2. Install a new CloudFormation stack with an unused number.
  3. Increase the number of running instances to '1'.
  4. Test the new stack for both ECP and web browser.
  5. Increase the number of running instances to '2'.
  6. Test the stack again to make sure ECP works with both instances.
  7. Update DNS to point to the new stack.
  8. Delete the previous CloudFormation stack.

Maintenance

View Logs

The build pipeline and Shibboleth IdP software use CloudWatch for logging.

Log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "CloudWatch".

In the left column, select "Log groups".

There are two logs associated with the deployment:

  • /aws/codebuild/access-idp-N - Logs for building the Dockerfile
  • /ecs/access-idp-N - Logs for the Shibboleth IdP Tomcat process (e.g., ACCESS user logins)

Restart the Service

Log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "Elastic Container Service" or "ECS".

In the main "Cluster" window, click on the cluster that was created (e.g., access-idp-1). Then click on the Service under the "Service Name" column (e.g., access-idp-1-Service-JGWEIBGIJEI-FargateService). Click the "Update" button.

You now have two options.

  1. Double the "Number of tasks", then click the "Skip to review" button. Then, click the "Update Service" button. Back on the Cluster page, you should see that the "Desired tasks" column shows double what was shown before. Eventually, the "Running tasks" column will also show that number. Then, repeat the process, only this time halve the "Number of tasks". ECS will stop the oldest tasks leaving you with just the newer tasks.
    -- OR --
  2. Check the "Force new deployment" checkbox, then click the "Skip to review" button. Then, click the "Update service" button. It will take several minutes to restart all of the tasks.

Update the InCommon SSL Cert

Since the TLS/SSL certificate from InCommon is good for just over a year, it will need to be updated periodically. In the Initial Setup instructions below, the first certificate was requested with the "Enable Auto-Renewal" setting. When the current certificate is about to expire, Certificate Services Manager will send an email to the requesters with a link to a new certificate. Use the instructions below to select the correct download links for the new certificate and intermediate certificate chain. Be sure to delete the last (root) certificate from the intermediate certificate file. Note that you will also need the idp_access-ci_org.key file you generated before which was stored in the AWS Secrets Manager as idp-access-ci-org-ssl-key. (Hint: Click "Retrieve secret value" to view the idp_access-ci_org.key file. Also see AWS CLI Commands below for a command line version of downloading the idp_acess-ci_org.key file.)

Log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "Certificate Manager".

On the Certificates page, click on the Certificate ID corresponding to the idp.access-ci.org Domain name, then click the "Reimport" button.

Paste the contents of three files into the text boxes.

  • idp_access-ci_org.crt goes into "Certificate body".
  • idp_access-ci_org.key goes into "Certificate private key".
  • intermediate.crt goes into "Certificate chain".

Then click "Reimport certificate".

Note that the ARN (AWS Registration Number) for the new TLS/SSL certificate remains unchanged.


Initial Setup

The Shibboleth Identity Provider (IdP) software relies on several credentials for functionality. These credentials are generated locally and then uploaded to the AWS Secrets Manager, where they are used by the deployed IdP. The following configuration steps are done before the IdP is deployed.

Get an AWS IAM User Account

In order to work with AWS, you must first have an AWS account which enables you to log in to the AWS Console. The account should be an IAM User account with AdministratorAccess permissions. This will allow you to create additional login credentials for deploying the CloudFormation stack and uploading IdP secrets. Contact JP Navarro [email protected] to set up a new AWS user account. Also be sure to configure MFA on the account (using Google Authenticator style TOTP codes).

Install the AWS CLI to Local Development Environment

In order to facilitate the uploading of secrets to AWS, install the AWS CLI to your local development machine. Instructions are available at https://docs.aws.amazon.com/cli/latest/userguide/install-cliv2-linux.html. Example:

curl "https://awscli.amazonaws.com/awscli-exe-linux-x86_64.zip" -o "awscliv2.zip"
unzip awscliv2.zip
sudo ./aws/install

To run the aws command, you will need an AWS Access Key ID and AWS Secret Access Key.

Log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "IAM". In the right pane, click "Users".

On the "Users" page, scroll until you find your name. You may need to use the < / > page arrow buttons to see more users than fit on the current page. Click on your User name.

On the "Summary" page, click on the "Security credentials" tab. Under "Access keys", click "Create access key". Click the "Show" link to view your "Secret access key". Record the "Access key ID" and the "Secret access key". IMPORTANT: the secret is only shown once, so record it in a safe location.

Then run aws configure using the values above when prompted. Example:

# aws configure
AWS Access Key ID [None]: ABCDEFGHIJKLMNOPQRST
AWS Secret Access Key [None]: abcdefghijklmnopqrstuvwxyz01234567891011
Default region name [None]: us-east-2
Default output format [None]: json

Note if you have multiple AWS accounts, you can use Named Profiles for the AWS CLI to easily swap between accounts.

(Optional) Install Session Manager Plugin

If you need to log in to the running IdP instance for debugging (like docker exec -it ... /bin/sh), you first need to install the AWS CLI Session Manager Plugin.

But this is just the client-side configuration. Changes also need to be made server-side to enable ECS Exec. For example, the access-ci-service.yaml file must be updated to include the EnableExecuteCommand property:

  FargateService:
    Type: AWS::ECS::Service
    Condition: Fargate
    Properties:
      EnableExecuteCommand: true
      . . .

IAM access permissions may also need to be updated to allow ECS Exec for your AWS user account.

Obtain a New InCommon SSL Cert for HTTPS

The TSL/SSL connection (https:// on port 443) is secured by an InCommon certificate.

First, generate a new certificate signing request (CSR).

openssl req \
        -nodes \
        -newkey rsa:2048 \
        -keyout idp_access-ci_org.key \
        -subj "/CN=idp.access-ci.org/[email protected]" \
        -out idp_access-ci_org.csr

IMPORTANT: Save the newly generated idp_access-ci_org.key file some place safe on your local filesystem. We will upload this key file to the Secrets Manager below since this file will be needed for certificate renewal in one year.

Log in to the InCommon Certificate Manager. (If you do not have access to the InCommon Certificate Manager, send the resulting idp_access-ci_org.csr to [email protected] asking for a new "InCommon SSL (SHA-2)" certificate.)

Once you are logged in, select the "Hamburger" menu -> Certificates -> SSL Certificates.

Click the "+" (Add) button in the upper right corner.

  1. Initial "Request SSL Certificate" Page: select "Using a Certificate Signing Request (CSR)", then click "Next".
  2. "Details" step:
    • Organization: University of Illinois (default)
    • Department: NCSA (default)
    • Certificate Profile: InCommon SSL (SHA-2)
    • Certificate Term: 398 Days
    • External Requesters: [email protected] then click "Next".
  3. "CSR" step: Paste idp_access-ci_org.csr into CSR field, then click "Next".
  4. "Domains" step: Common Name should be auto-filled with "idp.access-ci.org", then click "Next".
  5. "Auto-renewal" step: Turn on "Enable Auto-Renewal" slider, renew 30 days prior to expiration, then click "OK".

Wait a few minutes to get an email like "Enrollment Successful - Your SSL certificate for idp.access-ci.org is ready". In that email there are several download links.

  1. Select "Certificate only, PEM encoded" to download the certificate. Example:
curl -o 'idp_access-ci_org.crt' 'https://cert-manager.com/customer/InCommon/ssl?action=download&sslId=2026192&format=x509CO'
  1. Select "Intermediate(s)/Root only, PEM encoded" to download the cert chain. Example:
curl -o 'intermediate.crt' 'https://cert-manager.com/customer/InCommon/ssl?action=download&sslId=2026192&format=x509IOR'
  1. Edit intermediate.crt to remove the last certificate in the file (including the -----BEGIN CERTIFICATE----- and -----END CERTIFICATE----- lines) since it is a root CA already present in web browers.

Upload New InCommon SSL Cert to AWS Certificate Manager

For this step, you will need three of the files from the previous step.

Log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "Certificate Manager".

On the Certificates page, click the "Import" button.

Paste the contents of three files into the text boxes.

  • idp_access-ci_org.crt goes into "Certificate body".
  • idp_access-ci_org.key goes into "Certificate private key".
  • intermediate.crt goes into "Certificate chain".

Then click "Next".

For tags, enter key="WBS" value="ACCESS CONECT 1.4", then click "Next", then click "Review and import", then click "Import".

On the Certificates page, click the Certificate ID corresponding to the idp.access-ci.org Domain name.

Under Certificate status, note the ARN (AWS Registration Number) for the new idp.access-ci.org certificate. This will be used as the default value in the access-ci-aws-shibboleth-idp.yaml file.

Generate API Key for Allocations API

In order to populate name and email attributes, a query is made to an Allocations API endpoint using an API key. Open A Ticket on the ACCESS Support site with a request for anew API key for https://allocations-api.access-ci.org/identity/profiles/v1/people/ with the following information.

Subject: ACCESS Allocations API Key Request

Please generate a new ACCESS Allocations API key (and hash) to be used with
https://allocations-api.access-ci.org/identity/profiles/v1/people/ .

Agent = ACCESSIDP
Resource/hostname = idp.access-ci.org

The secret API-KEY will be given to you and eventually uploaded to the AWS Secrets Manager below.

Temporarily Install Shibboleth IdP Software

In order to generate the necessary certificates and keys for the IdP software, do a fresh install of the Shibboleth IdP software to your local development box. This step generates credentials to be used by the AWS IdP installation. The local Shibboleth IdP installation can be deleted later.

When installing locally, enter the values shown below. When you are asked to enter passwords, note them down, but don't worry too much about them since we won't need them after the initial setup.

Note: The responses entered by the user are indented in the text below to improve readability.

# bin/install.sh
Source (Distribution) Directory (press <enter> to accept default):
    <ENTER>
Installation Directory: [/opt/shibboleth-idp] ?
    ~/opt/shibboleth-idp
Host Name: [serge.ncsa.illinois.edu] ?
    idp.access-ci.org
Creating idp-signing, CN = idp.access-ci.org URI = https://idp.access-ci.org/idp/shibboleth, keySize=3072
Creating idp-encryption, CN = idp.access-ci.org URI = https://idp.access-ci.org/idp/shibboleth, keySize=3072
Backchannel PKCS12 Password:
    <PASSWORD1>
Re-enter password:
    <PASSWORD1>
Creating backchannel keystore, CN = idp.access-ci.org URI = https://idp.access-ci.org/idp/shibboleth, keySize=3072
Cookie Encryption Key Password:
    <PASSWORD2>
Re-enter password:
    <PASSWORD2>
Creating backchannel keystore, CN = idp.access-ci.org URI = https://idp.access-ci.org/idp/shibboleth, keySize=3072
INFO  - No existing versioning property, initializing...
SAML EntityID: [https://idp.access-ci.org/idp/shibboleth] ?
    https://access-ci.org/idp
Attribute Scope: [access-ci.org] ?
    <ENTER>
. . .
BUILD SUCCESSFUL

The resulting credentials are in ~/opt/shibboleth-idp/credentials. Save these files for future commands.

The key for the backchannel is stored in the idp-backchanne.p12 file. We need to extract it to a PEM-formatted file.

openssl pkcs12 -info -in idp-backchannel.p12 -nodes -nocerts | tee idp-backchannel.key
### Enter PASSWORD1 from above

Upload IdP Certs and Keys to AWS Secrets Manager

Now that we have the certificates and keys for the IdP, we need to upload them to the AWS Secrets Manager. We will use the AWS CLI utility for this step since special formatting is required.

After each cert/key is uploaded, note the resulting ARNs (AWS Registration Numbers), which will be used as default values in the access-ci-aws-shibboleth-idp.yaml file.

export SECRETPREFIX=idp-access-ci-org
export KEY=$(sed -z  's/\n/\\n/g' idp-encryption.key)
export CERT=$(sed -z 's/\n/\\n/g' idp-encryption.crt)
aws secretsmanager create-secret \
    --name "${SECRETPREFIX}-encryption" \
    --description "Encryption certificate and key for idp.access-ci.org" \
    --tags '[{"Key":"WBS","Value":"ACCESS CONECT 1.4"}]' \
    --secret-string '{"key":"'"${KEY}"'","cert":"'"${CERT}"'"}'

export KEY=$(sed -z  's/\n/\\n/g' idp-signing.key)
export CERT=$(sed -z 's/\n/\\n/g' idp-signing.crt)
aws secretsmanager create-secret \
    --name "${SECRETPREFIX}-signing" \
    --description "Signing certificate and key for idp.access-ci.org" \
    --tags '[{"Key":"WBS","Value":"ACCESS CONECT 1.4"}]' \
    --secret-string '{"key":"'"${KEY}"'","cert":"'"${CERT}"'"}'

export KEY=$(sed -z  's/\n/\\n/g' idp-backchannel.key)
export CERT=$(sed -z 's/\n/\\n/g' idp-backchannel.crt)
aws secretsmanager create-secret \
    --name "${SECRETPREFIX}-backchannel" \
    --description "Backchannel certificate and key for idp.access-ci.org" \
    --tags '[{"Key":"WBS","Value":"ACCESS CONECT 1.4"}]' \
    --secret-string '{"key":"'"${KEY}"'","cert":"'"${CERT}"'"}'

export JKS=$(base64 -w 0 sealer.jks)
export PWD=$(grep "^idp.sealer.storePassword" secrets.properties | sed -e 's/.* = //')
aws secretsmanager create-secret \
    --name "${SECRETPREFIX}-sealer-key" \
    --description "The sealer JKS and password for idp.access-ci.org, base64-encoded" \
    --tags '[{"Key":"WBS","Value":"ACCESS CONECT 1.4"}]' \
    --secret-string '{"jks":"'"${JKS}"'","pwd":"'"${PWD}"'"}'

export SALT=$(openssl rand -hex 15)
aws secretsmanager create-secret \
    --name "${SECRETPREFIX}-persistentid-salt" \
    --description "The salt to use for computed / persistent IDs" \
    --tags '[{"Key":"WBS","Value":"ACCESS CONECT 1.4"}]' \
    --secret-string '{"salt":"'"${SALT}"'"}'

export API_KEY=<API-KEY GENERATED FOR XDCDB API ABOVE>
aws secretsmanager create-secret \
    --name "${SECRETPREFIX}-api-key" \
    --description "The API-KEY used when contacting the XDCDB API" \
    --tags '[{"Key":"WBS","Value":"ACCESS CONECT 1.4"}]' \
    --secret-string '{"key":"'"${API_KEY}"'"}'

export KEY=$(sed -z  's/\n/\\n/g' idp_access-ci_org.key)
aws secretsmanager create-secret \
    --name "${SECRETPREFIX}-ssl-key" \
    --description "Key for SSL/TLS certificate for idp.access-ci.org" \
    --tags '[{"Key":"WBS","Value":"ACCESS CONECT 1.4"}]' \
    --secret-string '{"key":"'"${KEY}"'"}'

Obtain a Kerberos Keytab file for HTTP-idp.access-ci.org

The IdP is configured to authenticate users using Kerberos. For this, we need a keytab file.

Submit a request at ACCESS Support asking for a keytab file for service principal HTTP/[email protected]. You should get kadmin access to the KDC server. Then generate a local keytab file on a machine with NCSA kadmin access:

kadmin -r TERAGRID.ORG -s kadmin.teragrid.org -p [email protected]
# Enter your XSEDE password

# Once in kadmin, create the principal:
addprinc -randkey HTTP/[email protected]

# Then generate the keytab file:
ktadd -k HTTP-idp.access-ci.org.keytab HTTP/[email protected]

exit

The resulting keytab file is ./HTTP-idp.access-ci.org.keytab.

Upload the Kerberos Keytab file to AWS Secrets Manager

export SECRETPREFIX=idp-access-ci-org
export KEYTAB=$(base64 -w 0 HTTP-idp.access-ci.org.keytab)
aws secretsmanager create-secret \
    --name "${SECRETPREFIX}-HTTP-keytab" \
    --description "The krb5.keytab file for idp.access-ci.org, base64-encoded" \
    --tags '[{"Key":"WBS","Value":"ACCESS CONECT 1.4"}]' \
    --secret-string '{"keytab":"'"${KEYTAB}"'"}'

After the keytab file is uploaded, note the ARN (AWS Registration Number). This will be used as the default value in the access-ci-aws-shibboleth-idp.yaml file.

Obtain Duo Application Secrets

The IdP uses Duo as a second authentication factor. Several new Duo "Applications" must be created and the resulting keys uploaded to AWS.

Submit a request at ACCESS Support asking for 2 new Duo Applications:

Application 1
Type: Web SDK
Name idp.access-ci.org

Application 2
Type: Auth API
Name: idp.access-ci.org ECP

These should be configured similarly to the existing idp.xsede.org Applications.

Next, generate an application keys for the non-browser (ECP) flow. This is a value that is kept secret from Duo and should be at least 40 characters long.

export E_APP_KEY=$(openssl rand -hex 20)
echo "ecp_app_key = ${E_APP_KEY}"

Record the resulting secrets/keys in a text file ACCESS-Duo.txt. (Note that the values below are not the actual keys.)

idp.access-ci.org (Web SDK)
oidc_int_key = FGHIJKLMNOPQRSTUVWXY
oidc_sec_key = pqrstuvwxyz0123456789010abcdefghijklmnop
oidc_api_host = api-12345678.duosecurity.com

idp.access-ci.org ECP (Auth API)
ecp_app_key = bcdefghijklmnopqrstuvwxyz0123456789abcde
ecp_int_key = EFGHIJKLMNOPQRSTUVWX
ecp_sec_key = 7890101abcdefghijklmnopqrstuvwxyz0123456
ecp_api_host = api-12345678.duosecurity.com

Upload the Duo Application Secrets to AWS Secrets Manager

Using the file ACCESS-Duo.txt created above, use the AWS CLI to upload them to the AWS Secrets Manager.

export SECRETPREFIX=idp-access-ci-org
export E_APP=$(grep "^ecp_app_key" ACCESS-Duo.txt | sed -e 's/.* = //')
export E_INT=$(grep "^ecp_int_key" ACCESS-Duo.txt | sed -e 's/.* = //')
export E_SEC=$(grep "^ecp_sec_key" ACCESS-Duo.txt | sed -e 's/.* = //')
export O_INT=$(grep "^oidc_int_key" ACCESS-Duo.txt | sed -e 's/.* = //')
export O_SEC=$(grep "^oidc_sec_key" ACCESS-Duo.txt | sed -e 's/.* = //')
aws secretsmanager create-secret \
    --name "${SECRETPREFIX}-duo-settings" \
    --description "The keys for Duo MFA" \
    --tags '[{"Key":"WBS","Value":"ACCESS CONECT 1.4"}]' \
    --secret-string \
    '"ecp_app_key":"'"${E_APP}"'","ecp_int_key":"'"${E_INT}"'","ecp_sec_key":"'"${E_SEC}"'","oidc_int_key":"'"${O_INT}"'","oidc_sec_key":"'"${O_SEC}"'"}'

After the Duo secrets are uploaded, note the ARN (AWS Registration Number). This will be used as the default value in the access-ci-aws-shibboleth-idp.yaml file.

Upload Templates and Code to AWS S3

There are 6 YAML template files used by AWS CloudFormation to create the resources needed for the IdP. Additionally, there is one ZIP file containing the Dockerfile needed to build the Docker image, as well as configuration files stored in the Docker image. These files need to be uploaded to a new AWS S3 bucket for access by AWS CloudFormation.

The files are:

To create code.zip, change into the code directory and zip the contents of the current directory. Note that the code directory is NOT part of the resulting zip file, i.e., the contents of the code directory are at the top level of the zip file.

cd code
zip -r ../code.zip .

The main AWS CloudFormation template file is access-ci-aws-shibboleth-idp.yaml. The other template files are referenced by this file. This template file also contains the "Default" ARNs for the certificates and secrets uploaded to the AWS Secrets Manager above.

Log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "S3".

On the "Buckets" page, click "Create bucket".

For "Bucket name" enter access-idp-templates. UNcheck "Block all public access". Then click "Create bucket".

To upload the YAML templates and the code.zip file to the new access-idp-templates bucket, use the AWS CLI.

for i in *.yaml ; do aws s3 cp "${i}" s3://access-idp-templates/ ; done
aws s3 cp code.zip s3://access-idp-templates/

Sign Up for Shibboleth IdP Updates

To be informed of updates to the Shibboleth IdP Docker container image, log in to the InCommon Trusted Access Platform Release page using your University IdP, and click the "(Eye) Watch" icon at the top right of the page. You will get emails when anything on that page is updated. The Shibboleth IdP Docker Container is the package to monitor.

To be informed of updates to the Shibboleth IdP software and related plugins, sign up for the Shibboleth Announce mailing list.


Notes

Source Configuration Files

The configuration (yaml) files used for setting up the ACCESS IdP CloudFormation stack are stored in this repository for version tracking, but ultimately they reside in an S3 bucket 'access-idp-templates'. These templates are modified versions of the AWS Reference Architecture for Shibboleth IdP configuration files:

Of these files, code.zip may need to be updated when a new version of the Shibboleth IdP Software is released, due to configuration file changes. If so, make changes as necessary, create a new code.zip file, and re-upload the file to the S3 bucket. Files in the S3 bucket are version controlled, so you can revert to a previous version if necessary. After a new code.zip file has been uploaded, you will need to redeploy the stack (using a new stack number) to read the updated configuration files.

Note that the code.zip file does NOT contain a top-level code directory like stored in this repository. Create the code.zip file as follows.

cd code
zip -r ../code.zip .

AWS Components

The following AWS componenets are used by the CloudFormation stack.

AWS CLI Commands

While it's probably easier to interact with the AWS Console, many of the actions can be done using the AWS CLI utility. You will need to install the jq utility, version 1.6 or higher.

Get ARN for SSL Certificate

aws acm list-certificates |
    jq '.CertificateSummaryList[] |
        select(.DomainName == "idp.access-ci.org") |
        .CertificateArn' |
    sed -e 's/^"//' -e 's/"$//'

Get ARNs for Secrets

aws secretsmanager list-secrets |
    jq '.SecretList[] |
        select (.Name | test ("^idp-access-ci-org-")) |
        .ARN' |
    sed -e 's/^"//' -e 's/"$//'

Download idp_access-ci_org.key File for Updating the SSL/TLS Certificate

aws secretsmanager get-secret-value --secret-id idp-access-ci-org-ssl-key |
    jq -r '.SecretString' |
    jq -r '.key' > idp_access-ci_org.key

Update an Existing Secret Value

Example update of the existing XDCDB API_KEY:

export SECRET_ARN=`aws secretsmanager list-secrets |
       jq '.SecretList[] |
       select (.Name | test ("^idp-access-ci-org-api-key")) |
       .ARN' |
       sed -e 's/^"//' -e 's/"$//'`
export API_KEY=<NEW XDCDB API-KEY>
aws secretsmanager update-secret \
    --secret-id "${SECRET_ARN}" \
    --secret-string '{"key":"'"${API_KEY}"'"}'

List Existing CloudFormation Stacks

aws cloudformation list-stacks |
    jq '.StackSummaries[] |
        select (.StackName | test ("^access-idp-\\d$")) |
        select (.StackStatus == "CREATE_COMPLETE") |
        .StackName' |
    sed -e 's/^"//' -e 's/"$//'

Update Number of Running Instances

export STACK_NAME=access-idp-1
export DESIRED=1

cluster=`aws ecs list-clusters |
    jq '.clusterArns[]' |
    sed -e 's/^"//' -e 's/"$//' |
    grep "${STACK_NAME}"` &&
service=`aws ecs list-services --cluster "${cluster}" |
    jq '.serviceArns[]' |
    sed -e 's/^"//' -e 's/"$//'` &&
aws ecs update-service --cluster "${cluster}" --service "${service}" --desired-count ${DESIRED}

Force Service Restart

export STACK_NAME=access-idp-1

cluster=`aws ecs list-clusters |
    jq '.clusterArns[]' |
    sed -e 's/^"//' -e 's/"$//' |
    grep "${STACK_NAME}"` &&
service=`aws ecs list-services --cluster "${cluster}" |
    jq '.serviceArns[]' |
    sed -e 's/^"//' -e 's/"$//'` &&
aws ecs update-service --cluster "${cluster}" --service "${service}" --force-new-deployment

Find the Load Balancer DNS Name

export STACK_NAME=access-idp-1

lbstack=`aws cloudformation list-stacks |
    jq '.StackSummaries[] |
        select (.StackName | test("'${STACK_NAME}'-LoadBalancer-")) |
        select (.StackStatus == "CREATE_COMPLETE") |
        .StackName' |
    sed -e 's/^"//' -e 's/"$//'` &&
dnsname=`aws cloudformation describe-stacks --stack-name "${lbstack}" |
    jq '.Stacks[].Outputs[] |
        select (.OutputKey == "DNSName") |
        .OutputValue' |
    sed -e 's/^"//' -e 's/"$//'` &&
echo "dualstack.${dnsname}" | tr '[:upper:]' '[:lower:]'

Working with the CodeCommit Repository

During the CloudFormation stack creation, a new CodeCommit repository was created. The repo has the configuration files used by the Shibboleth IdP (i.e., code.zip). If you want to make immediate, short-term changes to configuration (e.g., for testing purposes), you can clone the repository, make changes, and push the changes to the repo. This will trigger a new Deployment Pipeline build/deploy.

To clone the repo, log in to the AWS Console using your XSEDE/ACCESS IAM User account.

In the "Search for services" box at the top of the page, enter "IAM". In the right pane, click "Users".

On the "Users" page, scroll until you find your name. You may need to use the < / > page arrow buttons to see more users than fit on the current page. Click on your User name.

On the "Summary" page, click on the "Security credentials" tab. Under "HTTPS Git credentials for AWS CodeCommit", click the "Generate credentials" button. You will be shown a popup window with a new "User name" and "Password". Click the "Show" link to show your "Password". Record these values somewhere safe. The password will not be shown again. This user name and password are used for HTTPS git operations with CodeCommit.

In the "Search for services" box at the top of the page, enter "CodeCommit".

In the repository list page, click the "HTTPS" link for the "access-idp-1" repo, which will be used for a git clone URL operation.

Alternatively, you can clone the repo with the AWS CLI as follows.

export STACK_NAME=access-idp-1

url=`aws codecommit get-repository --repository-name "${STACK_NAME}" |
    jq '.repositoryMetadata.cloneUrlHttp' |
    sed -e 's/^"//' -e 's/"$//'` && git clone $url

Make any changes you want to the configuration files in the access-idp-1 directory. Then commit those changes and push them back to the CodeCommit repo. This will trigger a new Deployment Pipeline build/deploy. Example:

export STACK_NAME=access-idp-1

cd "${STACK_NAME}"
echo >> Dockerfile
git commit -am "Trigger service re-build/deploy"
git push -u origin main

You can watch the new build/deploy operation on the CodePipeline page corresponding to access-idp-1.

NOTE: changes made to the CodeCommit repo affect only the currently running instance. If you want to make longer-term changes, update the configuration files in the code.zip file and deploy a new instance of the CloudFormation stack.

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Instructions for installing idp.access-ci.org on AWS

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