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Authentication
- Article
- Tue Jul 09 2024
- 4 minutes to read
- 1 contributors
The User Import - Azure utility uses API Keys to authenticate all API calls into Hornbill instances, and KeySafe to securely store Entra ID credentials.
API Keys
For the utility to read, create and update records via the Hornbill API, it requires an API Key to be securely stored alongside the client.
User
Every action within Hornbill must be performed in the context of a user account. As well as the chosen user account possessing the User Import
role (see below) which facilitates the creation of the user accounts into the Hornbill platform, and the updating of user properties, the user account must possess roles for the applications that you are granting access to via the import utility. The above comment about roles refers to the Hornbill Security Model when associating roles with user accounts. This security measure prevents you from inflating your session rights, or granting a user more rights than you have yourself.
Important
We strongly recommend that you create a Service Account in your Hornbill instance, and API Keys against that account which can then be used to perform the required API calls back into Hornbill.
Please read the API Key documentation and best practice guide before creating API keys against your user records.
The service account that you create must be of type User
(not Basic
), and be granted the following roles:
- User Import - Allows the utility to create and update users, and associated records, in the Hornbill Platform.
- Basic User Role - Allows the utility to assign Core basic user roles.
- Self Service User - Allows the utility to assign Service Manager roles.
- Board BPM Access - Allows the utility to assign Board Manager roles.
- Docmanager Portal - Allows the utility to assign Document Manager roles.
API Key Rules
The User Imports require access to the following Hornbill Platform APIs, and your API Key rules should reflect those, plus additional security hardening in the form of IP rules:
activity:profileImageSet
admin:keysafeGetKey
admin:sysOptionGet
admin:userAddGroup
admin:userAddRole
admin:userCreate
admin:userDeleteGroup
admin:userProfileSet
admin:userSetAccountStatus
admin:userUpdate
data:entityAddRecord
data:entityGetRecord
data:entityUpdateRecord
data:queryExec
session:getSystemLicenseInfo
KeySafe
For the import utility to access Entra ID data, authentication credentials are required to be stored in KeySafe.
Note
We recommend that you read the KeySafe documentation before storing credentials in KeySafe.
Entra ID App Registration
Before creating a KeySafe Key, you will first need details of an appropriate App Registration from your Entra ID tenant. Your Entra ID administrator will be able to help you with this, but the basic steps to create this are as follows:
- Log into your Azure portal
- Navigate to
Azure Active Directory
- In the
App registrations
menu item, click theNew Registration
button - Provide a name for the application, select the appropriate account type, and click the
Register
button - Once created, several API permissions need to be applied to the app. We have found that the following permissions need to be granted within Azure, though these could differ for your tenant so please rely on your internal Azure expertise:
- Application Permissions:
Group.Read.All
GroupMember.Read.All
Team.ReadBasic.All
TeamMember.Read.All
User.Read.All
- Delegated Permission:
User.Read
- Application Permissions:
- The permission settings need confirming by clicking
Grant admin consent
- The
Client ID
andTenant ID
can be found and copied from within the Overview section (asApplication (client) ID
andDirectory (tenant) ID
respectively) - Next, you will need to generate a
Client Secret
, by navigating toCertificates & Secrets
in the menu, clickingNew Client Secret
, and providing a description and expiry date, before clicking theAdd
button - Copy the
Value
of the Client Secret before continuing
Key Creation
Now you have a Client ID, Tenant ID and Client Secret for your Entra ID app registration, you can create a KeySafe key as so:
- In Hornbill, navigate to
Configuration
>Platform Configuration
>KeySafe
; - Click
+ Create New Key
- Choose a key type of
Azure Imports
- Give the KeySafe key a Title
- Optionally add a Description
- Populate the
Tenant ID
,Client ID
andClient Secret
inputs with the values copied above - Click
Create Key
Once the key has been created, you can then lock access to it down to the API Key created against your service account. See the KeySafe documentation for more information regarding this.
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