keystone/doc/source/contributor/services.rst
Lance Bragstad 429e115686 Add contributor/ directory for docs
The specification detailing the great documentation migration
requires a doc/source/contributor/ directory for all contributor
documentation. Keystone had a directory specifically for this type
of content but it was in doc/source/devref/.

This commit renames devref/ to contributor/ because the term
`contributor` is more inclusive of other community members that
aren't necessarily developers. The specification also requires this
convention for consistency with other projects.

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Keystone for other services

This document provides a summary of some things that other services need to know about how keystone works, and specifically about how they can take advantage of the v3 API.

The v3 API was introduced as a stable API in the Grizzly release and included in the default pipeline ever since. Until recently, its use has been hidden from other services because the auth_token middleware translated the token format so that both versions look the same. Once the services need to make use of v3 features they need to know about how it works.

Glossary

Service

OpenStack services like identity, compute, image, etc.

Project

A project provides namespace and resource isolation for groups of OpenStack entities. Users must be assigned a role on a project in order to interact with it. Prior to the introduction of the v3 API, projects were referred to as tenants and the term is still used in reference to the v2.0 API.

Domains

A major new feature in v3 is domains. Every project, user, and user group is owned by a domain (reflected by their domain_id value) which provides them their own namespace. For example, unlike in v2.0, usernames are no longer unique across the deployment. You can have two users with the same name, but they must be in different domains. However, user IDs are assigned to users by keystone and are expected to be unique across the deployment. All of this logic applies to both projects and user groups as well. Note that roles are not namespaced by domains.

One of the great things about domains is that you can have one domain backed by SQL (for service users) and another backed by LDAP (the cloud is deployed into existing infrastructure).

The "default" domain

Conventionally the "default" domain has a domain ID of default and a domain name of Default. It is created by keystone-manage db_sync and thus should always exist, although the domain ID is configurable in keystone.conf and the domain name is mutable through the v3 API.

Because only the v3 API is domain-aware, we must work to avoid perceived namespace conflicts to v2.0 clients. The solution to this is to have a single domain serve as the implied namespace for all user and tenant references in v2.0. Thus, v2.0 clients can continue to be domain-unaware and avoid the security risk posed by potential namespace conflicts. This is the only purpose of the default domain.

For example, I could otherwise create a domain in v3, create a user in that domain called "admin", authenticate using v2.0, and a domain-unaware v2.0 client might assume I'm the same "admin" user it has seen before and grant me escalated privileges. Instead, users outside of the default domain simply cannot authenticate against v2.0, nor can such tokens with references to users and projects outside the default domain be validated on the v2.0 API.

From a v2.0 client's perspective, there's no way to specify the domain, so v2.0 operations implicitly work against the default domain. So if your client is only capable of using v2.0 and you need to get a token, then you can only get tokens for users and tenants (projects) in the default domain. In the real world, this means that if your default domain is backed by SQL and you have a separate domain for LDAP users, then you can't authenticate as an LDAP user using v2.0. Conversely, if your default domain is backed by a read-only LDAP driver, then you won't be able to create the service users using v2.0 clients because any SQL-backed domain is unreachable.

From a v3 client's perspective, the default domain is not special, other than the fact that such a domain can generally be assumed to exist (assuming the deployment is also running the v2.0 API). It would be reasonable for a v3 client to assume a default user domain ID of default and a default project domain ID of default unless overridden by more specific configuration.

To summarize, avoiding namespace conflicts in the v2.0 API is achieved by limiting the v2.0 API and its clients to working with users and projects which are namespaced by a single, arbitrary domain in v3.

Token differences

The keystone service runs both v2.0 and v3, where v2.0 requests go to the /v2.0 endpoint and v3 requests go to the /v3 endpoint. If you're using the default pipeline that ships with keystone, then you don't need "enable" the v3 API in keystone, as it runs by default as a parallel pipeline to the v2.0 API.

If you get a token using the v2.0 API, then you can use it to do v3 operations (such as list users). The reverse, using a v3 token against v2.0, is possible only in certain circumstances. For example, if you're using a project-scoped token wherein the user and project are both owned by the "default" domain, everything will work. Otherwise, token validation against the v2.0 API will fail.

You can get a v2.0 token using POST /v2.0/tokens. You can get a v3 token using POST /v3/auth/tokens. Note that the responses are significantly different. For example, the service catalog is in a different format, and the v3 token conveys additional context (such as the user's domain and the project's domain).

Domain-scoped tokens

Domain-scoped tokens are scoped to a domain rather than a project. These are useful for operating against keystone but are generally useless in other services that don't have use cases for domain-level operations. Unless a service has a real case for handling such authorization, they don't need to concern themselves with domain-scoped tokens.

Auth Token middleware

The auth_token middleware handles token validation for the different services. Conceptually, what happens is that auth_token pulls the token out of the X-Auth-Token request header, validates the token using keystone, produces information about the identity (the API user) and authorization context (the project, roles, etc) of the token, and sets environment variables with that data. The services typically take the environment variables, put them in the service's "context", and use the context for policy enforcement via oslo.policy.

Service tokens

Service tokens are a feature where the auth_token middleware will also accept a service token in the X-Service-Token header. It does the same thing with the service token as the user token, but the results of the token are passed separately in environment variables for the service token (the service user, project, and roles). If the service knows about these then it can put this info in its "context" and use it for policy checks. For example, assuming there's a special policy rule called service_role that works like the role rule except checks the service roles, you could have an oslo.policy rule like service_role:service and user_id:%(user_id)s such that a service token is required along with the user owning the object.

v2.0 or v3?

By default, the auth_token middleware will use discovery to determine the best available API to use, or can be explicitly configured to use either v2.0 or v3. When discovery is used, auth_token will use v3 if keystone reports that v3 is available. If auth_token is configured to use v2.0, then it will fail when it receives a v3 token wherein the user is not in the default domain (for example, the domain that heat creates users in). So if at all possible, the auth_token middleware should be allowed to use v3.

Additionally, as other services begin to utilize features which are only found in the v3 API, you'll need to use the v3 API in order to utilize those services. For example, heat creates users in an isolated domain, and thus requires the v3 API.

Do this, not that

Config options for authentication

If you need to get a token, don't define options for username and password and get a token using v2.0. We've got an interface for using authentication plugins where there's an option for that supports v2.0 or v3 and potentially other authentication mechanisms (X.509 client certs!).

If your config file doesn't have the domain for the user, it's not going to be able to use v3 for authentication.

Picking the version

Use version discovery to figure out what version the identity server supports rather than configuring the version.

Use OpenStack CLI not keystone CLI

The keystone CLI is deprecated and will be removed soon. The OpenStack CLI has all the keystone CLI commands and even supports v3.

Hierarchical Multitenancy

This feature allows maintenance of a hierarchy of projects with "parent" projects operating as domains.

The token format is the same (the token doesn't contain any info about the hierarchy). If the service needs to know the hierarchy it will have to use the v3 API to fetch the hierarchy.

While you can't use v2.0 to set up the hierarchy, you can get a v2.0 token scoped to a project that's part of a hierarchy.