OAuth/OpenID Single Sign On (SSO) into Confluence using GitHub

Step 3: User Profile

We will be setting up user profile attributes for Confluence. If your users are stored in a directory that is Read Only, please check Disable Attribute Mapping in User Profile tab and follow steps given in Matching a User.



a. Finding correct attributes

• Go to Configure OAuth tab. Scroll down and click on Test Configuration.
• You will see all the values returned by your OAuth/OpenID Provider to Confluence in a table. If you don't see a value for First Name, Last Name, Email or Username, make the required settings in your OAuth/OpenID Provider to return this information.
• Once you see all the values in Test Configuration, keep the window open and go to User Profile tab.



b. Setting profile attributes

• In this tab, fill the values by matching the name of the attribute. For instance, if the Attribute Name in the Test Configuration window is NameID, enter NameID against Username
• Setting up both Username and Email is required if you want to let users register. If you want existing users to the only login, configure the attribute using which you will match the user in Confluence.



c. Matching a User

When the user logs into Confluence, one of the user's data/attribute coming in from the OAuth/OpenID Provider is used to search the user in Confluence. This is used to detect the user in Confluence and log in the user to the same account.
• Go to User Profile tab
• Select Username or Email for Login/Search Confluence user account by
• Enter the attribute name from OAuth/OpenID Provider which corresponds to Username or Email using Finding Correct Attributes



d. Custom Attribute Mapping

• The custom attributes recieved in the OAuth/OpenID response can be configured using Configure User Properties(Custom Attributes) option.
• Click Add Attributes .
• Enter the attribute name( E.g. department) as User Property Key.
• This option will be added in the profiles of Confluence Users.
• Corresponding to this key, fill the attribute value you recieved in Test Configuration window. For instance, if the Attribute Name in the Test Configuration window is Department, enter Department as Attribute.
• Another attribute e.g. location can be added by reclicking on Add Attributes option.

Step 4: User Groups

We will be setting up user group attributes for Confluence. If your users are stored in a directory that is Read Only, please check Disable Group Mapping in User Groups tab and skip to Setting default group.



a. Setting default group

• Select the users' Default Group in the tab User Groups. If no group is mapped, users are added by default to this group.
• You can enable default groups for All Users or New Users using the option.Select None if you don't want to assign any default group to SSO users, using the option Assign Default Group To.



b. Finding Group Attribute

• Just like we found Attribute Name for User Profile attributes, we find group attribute.
• Go to Configure OAuth tab. Scroll down and click on Test Configuration.
• You will see all the values returned by your OAuth/OpenID Provider to Confluence in a table. If you don't see value with groups, make the required settings in your OAuth Providerto return group names.
• Once you see all the values in Test Configuration, keep the window open and go to User Groups tab.
• Enter the Attribute Name of group against Group Attribute.
• Check Disable Group Mapping option if you don't want to update groups of existing users.



c. Group Mapping

Group Mapping can be done in two ways:
• Manual group mapping: If the names of groups in Confluence are different than the corresponding groups in OAuth/OpenID Provider, then you should use Manual group mapping.
• On-The-Fly group mapping: If the names of groups in Confluence and OAuth/OpenID Provider are same, you should use On-The-Fly group mapping.

• I. Manual Group Mapping

  • Check Restrict User Creation Based on Group Mapping option if you want new users to be created only if at least one of the user's OAuth/OpenID Provider groups is mapped to a group in the application.
  • For mapping, first select a Confluence group from the dropdown which lists all groups present in Confluence and then enter the name of the OAuth/OpenID Provider group to be mapped in the textbox beside
  • For example, if you want all users in 'dev' group in OAuth/OpenID Provider to be added to confluence-users, you will need to select confluence-users from the dropdown and enter 'dev' against confluence-users.
  • Use '+1' and '+10' buttons to add extra mapping fields.
  • Use '-' button next to each mapping to delete that mapping.
  

• II. On-The Fly Group Mapping

  • Check Create New Groups option if you want new groups from OAuth/OpenID Provider to be created if not found in Confluence.
  • If the user is part of some group in Confluence and that group is not present in the OAuth/OpenID response returned by OAuth/OpenID Provider, then the user will be removed from that group in Confluence.
  • If you don't want On-The-Fly group mapping to affect Confluence groups which are managed locally then add those groups in Exclude Groups field.
  

Step 5: Sign In Settings

The settings in the SSO Settings tab define the user experience for Single Sign On.


a. Sign In Settings

• Set Enable SSO for Confluence to allow SSO for Confluence users.
• Change the text on the SSO button on the login page using the Login Button Text option.
• Set the Relay State to the URL to which the users would be redirected after login. Keep this empty to redirect users to the same page they started with.
• Enable Auto-redirect to OAuth/OpenId Provider if you want to allow users to login only using OAuth/OpenId Provider. Enable backdoor for emergency.
• Restrict the access of backdoor URL to limited users by using the Restrict backdoor URL access based on user groups feature.
• Use Domain Restriction to allow login to only a specific set of users. You can configure multiple domains (semicolon-separated).
• For example, if only 'miniorange.in' and 'gmail.com' domains are allowed then, the user test@miniorange.in and test@gmail.com will be able to log in and user test@yahoo.com will not be able to login.
• Select Secure Admin Login Options to control admin access. User needs to authenticate again to access admin settings or to perform any admin operation. This helps you to add an extra level of security for admin access.



b. Sign Out Settings

• Set Logout URL or Logout Template to redirect users after logout action.



d. SSO Error Settings

• Set error template to redirect users to a custom error page instead of login page. Use this if you have Auto-redirect to Provider enabled.

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Step 3: User Profile

• Click on User Profile from the left sidebar. We will be setting up user profile attributes for Confluence. If your users are stored in a directory that is Read Only, please disable the option User Profile Mapping in the User Profile tab and skip to the step, Matching a User.


a. Finding correct attributes

• Go to the SSO Endpoints tab. Scroll down and click on Test Configuration.
• You will see all the values returned by your OAuth/OpenID Provider to Confluence in a table. If you don't see a value for First Name, Last Name, Email or Username, make the required settings in your OAuth/OpenID Provider to return this information.
• Once you see all the values in Test Configuration, keep the window open and go to the User Profile tab.

b. Setting profile attributes

• In this User Profile tab, fill the values by matching the name of the attribute. For instance, if the Attribute Name in the Test Configuration window is NameID, enter NameID against Username.
• Setting up both Username and Email is required if you want to let users register. You can allow only existing users to log in, by unchecking the Allow User Creation attribute in the Advance SSO Options tab.

c. Matching a User

When the user logs into Confluence, one of the user's data/ attributes coming in from the OAuth/OpenID Provider is used to search the user in Confluence. This is used to detect the user in Confluence and log in the user to the same account.

• Go to the User Profile tab.
• Select Username or Email for Login Confluence user account by.
• Enter the attribute name from OAuth/OpenID Provider which corresponds to Username or Email using Finding Correct Attributes.

d. Custom Attribute Mapping

• The custom attributes received in the OAuth/OpenID response can be configured using the Configure User Properties(Extended Attributes) section.
• Click Add Attribute Mapping.
• Enter the attribute name (E.g. department) as User Property Key in the Select Confluence Attribute to Map field.
• Corresponding to this key, fill the attribute value you receive from the Test Configuration window into Attributes from IDP tab. For instance, if the Attribute Name in the Test Configuration window is Department, enter Department as the Attribute Value.
• Another attribute e.g. location can be added by clicking on Add Attribute Mapping option.

Step 4: User Groups

We will be setting up user group attributes for Confluence. If you want to enable group mapping then you will need to select please check Eisable Group Mapping in the User Groups tab else you can skip to Setting default group.

a. Setting default group

• Select the users' Default Group in the tab User Groups. If no group is mapped, users are added by default to this group.
• You can enable default groups for All Users or New Users using the option Assign Default Group To. Select None if you don't want to assign any default group to SSO users.


b. Finding Group Attribute

• Just like we found Attribute Name for User Profile attributes, we can find group attributes. Go to the Configure OAuth tab and click on Test Configuration.
• You will see all the values returned by your OAuth/OpenID Provider to Confluence in a table. If you don't see value with groups, make the required settings in your OAuth Provider to return group names.
• Once you see all the values in Test Configuration, keep the window open and go to the User Groups tab.
• Enter the Attribute Name of the group against Group Attribute.
• Check Disable Group Mapping option if you don't want to update groups of existing users.

c. Group Mapping

Group Mapping can be done in two ways:

• Manual group mapping: If the names of groups in Confluence are different from the corresponding groups in OAuth/OpenID Provider, then you should use Manual group mapping.
• On-The-Fly group mapping: If the names of groups in Confluence and OAuth/OpenID Provider are the same, you should use On-The-Fly group mapping.

I. Manual Group Mapping

• Check Allow User Creation based on Group Mapping option if you want new users to be created only if at least one of the user's OAuth/OpenID Provider groups is mapped to a group in the application.
• For mapping, first select a Confluence group from the dropdown which lists all groups present in Confluence and then enter the name of the OAuth/OpenID Provider group to be mapped in the textbox Groups from Application.
• For example, if you want all users in 'dev' group of OAuth/OpenID Provider to be added to Confluence-software-users, you will need to select Confluence-software-users from the dropdown and enter 'dev' against Confluence-software-users.
• Use '+' and '+10' buttons to add extra mapping fields. Use the '-' button next to each mapping to delete that mapping.


II. On-The Fly Group Mapping

• Check Create New Groups option if you want new groups from OAuth/OpenID Provider to be created if not found in Confluence.
• You can preserve existing user groups by selecting the Keep Existing User Groups option. Unticking this option will result in the user being removed from a group in Confluence if that group is not present in the OAuth/OpenID response returned by the OAuth/OpenID provider.
• If you don't want On-The-Fly group mapping to affect Confluence groups which are managed locally, then deselect the option Keep Existing User Groups and add those groups in the Exclude Groups field.

Step 5: SSO Settings

The settings in the SSO Settings tab define the user experience for Single Sign On.

a.Sign In Settings

• Enable Auto Redirect to Application feature to redirect users to an OAuth/OIDC provider when the Confluence login page is accessed. You can even set the delay before redirecting to the provider.
• Enable Backdoor Login will allow you to use a backdoor URL in case of an emergency. You can even restrict access to backdoor URL for specific groups using Restrict Backdoor URL Access feature.
• Use Domain Restriction to allow login to only a specific set of users. You can configure multiple domains (semicolon-separated).
• For example, if only 'miniorange.in' and 'gmail.com' domains are allowed then, the user test@miniorange.in and test@gmail.com will be able to log in and user test@yahoo.com will not be able to log in.
• Secure Admin Login Option will ensure reauthentication of admin user before accessing the pages with administrative permissions.

• Secure Admin Login Option can be enabled to ensure the admins will also log in via SSO.


b. Redirection Rules

• This section lets you set rules to redirect users to the login page/providers based on their email domains. This feature is more useful in case you have multiple providers configured. For example, You can set a rule of checking domain name while logging in and redirect users to different providers. You can add a rule by clicking on the Add Rule button.

• When a rule such as given above is configured example, a login form will be displayed to the users where they will have to input their Username/email address.
• Here you can set domain-based rules for redirecting users to the specific provider. Also, you can set the default rule that will execute if the condition of any other rule does not satisfy.


c. Seesion Management

• Enable User Session Management option to set Remember Me-Cookie to keep users logged in until they are explicitly logged out.


d. Global SSO Settings

• SSO can be enabled/disabled from the Global SSO Settings tab in the left sidebar. You can enable SSO for Confluence software and service desk using options Enable SSO for Confluence Software and Enable SSO for Confluence Service Desk.
• If you want to enforce SSO to the Service Desk Agents only then you can select the Enable SSO Only For ServiceDesk Agents option.
• You can change additional settings as Allow Users to Change Password, Restrict access to plugin APIs and Auto Activate Users on SSO.
• You can enable Set Remember Me-Cookie in the Session Management tab to keep users logged in until they are explicitly logged out.


e. Look and Feel

These settings will allow you to change the look and feel of the login page and error message. To access these settings click on the Look and Feel tab from the left sidebar.

• You can customize the default login button text as well as you can completely design the login page using a customizable template.
• You can also have a custom login page and template for customer portal.
• The SSO Error Message section allows you to modify how error messages will be displayed to your users.
• If you want to redirect users to an URL after they log out then you can use Custom Logout URL under Post Logout Configuration tab.
• Similar to the customizable login template, you can also design the Logout page to improve the user experience.

Configure SCIM with OAuth

Configure SCIM with OAuth for your choosen IDP by following the step by step guide linked here.

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Two Factor Authentication

Enable 2FA/MFA for users & groups and let users configure 2FA during their first login.

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API Token Authentication

Secure your Confluence Data Center/Server REST API using API Tokens.

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