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Enterprise SSO (SAML) documentation #3019

Merged
merged 13 commits into from
Jul 10, 2024
Merged

Enterprise SSO (SAML) documentation #3019

merged 13 commits into from
Jul 10, 2024

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shaunmulligan
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@shaunmulligan shaunmulligan commented Jul 3, 2024

Draft of SSO/SAML docs, still needs:

  • Updated screenshots
  • Check wording on "Merge Account" naming.

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### Setting up a new SAML user

To log in using your enterprise SAML authentication, you must first have or [create](https://dashboard.balena-cloud.com/signup) a standard balenaCloud account using your company email address. Once logged in to this account, navigate to your [user preferences](https://dashboard.balena-cloud.com/preferences/details) and click "Merge Account".
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To log in using your enterprise SAML authentication, you must first have or [create](https://dashboard.balena-cloud.com/signup) a standard balenaCloud account using your company email address. Once logged in to this account, navigate to your [user preferences](https://dashboard.balena-cloud.com/preferences/details) and click "Merge Account".
To log in using your enterprise SAML authentication, you must first have an existing balenaCloud account using your company email address. If you don't have an account, you can [create a new balenaCloud account](https://dashboard.balena-cloud.com/signup). Once logged in, navigate to [user preferences](https://dashboard.balena-cloud.com/preferences/details) from the top right profile icon in the dashboard header and click "Merge Account".

* Data and Privacy: Your personal data associated with the account will be transferred to the company. The company will be responsible for the protection and use of your data in accordance with the existing privacy policy.
* Consent: By proceeding with this transfer, you confirm that you have the authority to transfer the account to the company and that you consent to the changes outlined above.

By clicking the "Merge account" button, you agree to the above terms. If you have any questions or concerns, please contact our support team before completing the transfer.
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By clicking the "Merge account" button, you agree to the above terms. If you have any questions or concerns, please contact our support team before completing the transfer.
By clicking the "Merge account" button, you agree to the above terms. For any queries or questions, contact our [support team](https://balena.io/support) before completing the transfer.

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<!-- NOTE: we link to this FAQ in the dashboard -->
#### How do I delete a SAML account?
To delete a SAML account, you must use the `sdk`. This is only necessary if you are looking to [delete your Idp](#how-do-i-delete-an-identity-provider-in-balenacloud). Removing the user from your IdP will block their balenaCloud access. If you really want to delete your SAML users, execute the following command:
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Only admins would be able to run this and actually delete. Better to mention that.

Suggested change
To delete a SAML account, you must use the `sdk`. This is only necessary if you are looking to [delete your Idp](#how-do-i-delete-an-identity-provider-in-balenacloud). Removing the user from your IdP will block their balenaCloud access. If you really want to delete your SAML users, execute the following command:
To delete a SAML account, you must use the [balenaSDK](https://docs.balena.io/reference/sdk/node-sdk/). This is only necessary if you are looking to [delete your Idp](#how-do-i-delete-an-identity-provider-in-balenacloud). Removing the user from your IdP will block their balenaCloud access. If you really want to delete your SAML users, execute the following command:

@otaviojacobi
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We also probably want to update the guides screenshots on google/microsoft to show a balena-cloud.com url rather balena-staging.com

@shaunmulligan shaunmulligan changed the title First pass of SAML docs Enterprise SSO (SAML) documentation Jul 8, 2024
@shaunmulligan shaunmulligan marked this pull request as ready for review July 10, 2024 08:01
@flowzone-app flowzone-app bot enabled auto-merge July 10, 2024 08:04
<!-- TODO: Update to latest screenshot -->
<img alt="Enable SSO modal with SSO identifier filled in." src="/img/common/saml/add-sso-identifier-merge-modal.png" width="60%">

__Important:__ By activating SAML, you are transferring your personal account to a company account. The following changes will occur:
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We should probably add a comment mentioning that this is non (at least trivially) roll back, e.g. once a user becomes saml managed it can't be easily undone (it will require intervention from us)


<!-- NOTE: we link to this FAQ in the dashboard -->
#### How do I delete a SAML account?
To delete a SAML account, you must use the `sdk`. This is only necessary if you are looking to [delete your Idp](#how-do-i-delete-an-identity-provider-in-balenacloud). Removing the user from your IdP will block their balenaCloud access.
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I think we can maybe put the Removing the user from your IdP will block their balenaCloud access. in bold. and also mention that this blocks users from login in but their current session (that can be up to 12h long) will still remain valid for this 12hours.


## Link a SAML Identity Provider

To enable Single Sign-On (SSO) for balenaCloud organizations, you must establish a connection with your external Identity Provider (IdP). This process assumes that you have already configured a [SAML 2.0 IdP and possess an XML certificate][ms-saml] ready for upload.
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I think we need to make a little bit more clear that we support all SAML 2.0 Identity providers, we just showed the examples of how to do with MS/and google workspace as they are more common but any SAML 2.0 IdP is supported (okta, etc)

@@ -0,0 +1,45 @@
---
title: Configure a SAML app for Google Workspace
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title: Configure a SAML app for Google Workspace
title: SAML app for Google Workspace

NIT

@@ -0,0 +1,45 @@
---
title: Configure a SAML app for Google Workspace
excerpt: prepare your Google Workspace organization to integrate with balenaCloud
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excerpt: prepare your Google Workspace organization to integrate with balenaCloud
excerpt: Configure your Google Workspace organization with balenaCloud to enable SAML

excerpt: prepare your Google Workspace organization to integrate with balenaCloud
---

# Google Workspace SAML
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# Google Workspace SAML
# Configure a SAML app for Google Workspace

And since this page is a guide this title suits it better than being in the sidebar


# Google Workspace SAML

This guide will walk you through the steps to create a SAML Identity Provider (IdP) using Google Workspace to integrate with balenaCloud.
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This guide will walk you through the steps to create a SAML Identity Provider (IdP) using Google Workspace to integrate with balenaCloud.
This guide will walk you through the steps to create a SAML Identity Provider (IdP) using Google Workspace to integrate with balenaCloud. At the end of this guide, you can start using Single Sign-On functionality from your IdP in balenaCloud.

Giving the guide a purpose for folks to know what's the final stage is going to be fulfilling.


This guide will walk you through the steps to create a SAML Identity Provider (IdP) using Google Workspace to integrate with balenaCloud.

##### Prerequisites
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##### Prerequisites
## Prerequisites


##### Prerequisites

Access to a Google Workspace admin account capable of creating apps and users for the organization.
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Access to a Google Workspace admin account capable of creating apps and users for the organization.
1. Access to a Google Workspace admin account capable of creating apps and users for the organization.

Still a list of prereqs


Access to a Google Workspace admin account capable of creating apps and users for the organization.

##### Steps to Create a SAML Identity Provider in Google Workspace
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##### Steps to Create a SAML Identity Provider in Google Workspace
## Steps

We already know what we are here for

Comment on lines 40 to 43

##### Final Steps
Finally, you should a custom SAML app in your Google Workspace that looks similar to this:
<img alt="Download XML" src="/img/common/saml/google-workspace-saml-app-final.png" width="100%">
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I say make this step 7, better flow so people don't miss out tbh

And add a heading below called Conclusion

NIT

otaviojacobi and others added 2 commits July 10, 2024 10:18
Change-type: patch
Change-type: patch
@flowzone-app flowzone-app bot merged commit 60a039d into master Jul 10, 2024
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@flowzone-app flowzone-app bot deleted the enterprise-sso branch July 10, 2024 15:27
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4 participants