open-vault/website/source/guides/identity/identity.html.md
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[Guide] Identity: Entities & Groups (#4968)
* Entities & Groups tutorial

* Re-wordig the persona section

* Incorporated the feedback

* Updated the policy requirements

* Incorporate the feedback

* Fixed grammar

* Made the final small adjustments
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guides Identity: Entities and Groups - Guides guides-identity-identity This guide demonstrates the commands to create entities, entity aliases, and groups. For the purpose of the demonstration, userpass auth method will be used.

Identity - Entities and Groups

Vault supports multiple authentication methods and also allows enabling the same type of authentication method on different mount paths. Each Vault client may have multiple accounts with various identity providers that are enabled on the Vault server.

Vault clients can be mapped as entities and their corresponding accounts with authentication providers can be mapped as aliases. In essence, each entity is made up of zero or more aliases. Identity secrets engine internally maintains the clients who are recognized by Vault.

Reference Material

~> NOTE: An interactive tutorial is also available if you do not have a Vault environment to perform the steps described in this guide.

Estimated Time to Complete

10 minutes

Personas

The steps described in this guide are typically performed by operations persona.

Challenge

Bob has accounts in both Github and LDAP. Both Github and LDAP auth methods are enabled on the Vault server that he can authenticate using either one of his accounts. Although both accounts belong to Bob, there is no association between the two accounts to set some common properties.

Solution

Create an entity representing Bob, and associate aliases representing each of his accounts as the entity member. You can set additional policies and metadata on the entity level so that both accounts can inherit.

When Bob authenticates using either one of his accounts, the entity identifier will be tied to the authenticated token. When such tokens are put to use, their entity identifiers are audit logged, marking a trail of actions performed by specific users.

Prerequisites

To perform the tasks described in this guide, you need to have a Vault environment. Refer to the Getting Started guide to install Vault. Make sure that your Vault server has been initialized and unsealed.

Policy requirements

-> NOTE: For the purpose of this guide, you can use the root token to work with Vault. However, it is recommended that root tokens are used for just enough initial setup or in emergencies. As a best practice, use tokens with an appropriate set of policies based on your role in the organization.

To perform all tasks demonstrated in this guide, your policy must include the following permissions:

# Configure auth methods
path "sys/auth" {
  capabilities = [ "read", "list" ]
}

# Configure auth methods
path "sys/auth/*" {
  capabilities = [ "create", "update", "read", "delete", "list", "sudo" ]
}

# Manage userpass auth methods
path "auth/userpass/*" {
  capabilities = [ "create", "read", "update", "delete" ]
}

# Manage github auth methods
path "auth/github/*" {
  capabilities = [ "create", "read", "update", "delete" ]
}

# Display the Policies tab in UI
path "sys/policies" {
  capabilities = [ "read", "list" ]
}

# Create and manage ACL policies from UI
path "sys/policies/acl/*" {
  capabilities = [ "create", "read", "update", "delete", "list" ]
}

# Create and manage policies
path "sys/policy" {
  capabilities = [ "read", "list" ]
}

# Create and manage policies
path "sys/policy/*" {
  capabilities = [ "create", "read", "update", "delete", "list" ]
}

# List available secret engines to retrieve accessor ID
path "sys/mounts" {
  capabilities = [ "read" ]
}

# Create and manage entities and groups
path "identity/*" {
  capabilities = [ "create", "read", "update", "delete", "list" ]
}

If you are not familiar with policies, complete the policies guide.

Steps

In this lab, you are going to learn the API-based commands to create entities, entity aliases, and groups. For the purpose of the training, you are going to leverage the userpass auth method. The challenge exercise walks you through creating an external group by mapping a GitHub group to an identity group.

  1. Create an Entity with Alias
  2. Test the Entity
  3. Create an Internal Group
  4. Create an External Group

Step 1: Create an Entity with Alias

You are going to create a new entity with base policy assigned. The entity defines two entity aliases with each has a different policy assigned.

Scenario: A user, Bob Smith at ACME Inc. happened to have two sets of credentials: bob and bsmith. He can authenticate with Vault using either one of his accounts. To manage his accounts and link them to identity Bob Smith in QA team, you are going to create an entity for Bob.

Entity Bob Smith

-> For the simplicity of this guide, you are going to work with the userpass auth method. However, in reality, the user bob might be a username exists in Active Directory, and bsmith might be Bob's username in GitHub.

Scenario Policies

base.hcl

path "secret/training_*" {
   capabilities = ["create", "read"]
}

test.hcl

path "secret/test" {
   capabilities = [ "create", "read", "update", "delete" ]
}

team-qa.hcl

path "secret/team-qa" {
   capabilities = [ "create", "read", "update", "delete" ]
}

~> NOTE: If you are running K/V Secrets Engine v2 at secret, set the policies path accordingly: secret/data/training_*, secret/data/test, and secret/data/team-qa.

Now, you are going to create bob and bsmith users with appropriate policies attached.

CLI command

  1. Create policies: base, test, and team-qa.

    # Create base policy
    $ vault policy write base base.hcl
    
    # Create test policy
    $ vault policy write test test.hcl
    
    # Create team-qa policy
    $ vault policy write team-qa team-qa.hcl
    
    # List all policies to verify that 'base', 'test' and 'team-qa' policies exist
    $ vault policy list
    base
    default
    team-qa
    test
    root
    
  2. Enable the userpass auth method.

    $ vault auth enable userpass
    
  3. Create a new user in userpass:

    • username: bob
    • password: training
    • policy: test
    $ vault write auth/userpass/users/bob password="training" policies="test"
    
  4. Create another user in userpass:

    • username: bsmith
    • password: training
    • policy: team-qa
    $ vault write auth/userpass/users/bsmith password="training" policies="team-qa"
    
  5. Execute the following command to discover the mount accessor for the userpass auth method:

    $ vault auth list -detailed
    Path                  Type        Accessor                ...
    ----                  ----        --------                ...  
    token/                token       auth_token_bec8530a     ...
    userpass/             userpass    auth_userpass_70eba76b  ...
    

    In the output, locate the Accessor value for userpass.

    Run the following command to store the userpass accessor value in a file named, accessor.txt.

    $ vault auth list -format=json | jq -r '.["userpass/"].accessor' > accessor.txt
    
  6. Create an entity for bob-smith.

    $ vault write identity/entity name="bob-smith" policies="base" \
         metadata=organization="ACME Inc." \
         metadata=team="QA"
    
    Key        Value
    ---        -----
    aliases    <nil>
    id         631256b1-8523-9838-5501-d0a1e2cdad9c         
    

    -> Make a note of the generated entity ID (id).

  7. Now, add the user bob to the bob-smith entity by creating an entity alias:

    $ vault write identity/entity-alias name="bob" \
         canonical_id=<entity_id>
         mount_accessor=<userpass_accessor>
    

    The <userpass_accessor> value is stored in accessor.txt.

    Example:

    $ vault write identity/entity-alias name="bob" \
           canonical_id="631256b1-8523-9838-5501-d0a1e2cdad9c" \
           mount_accessor=$(cat accessor.txt)
    
    Key             Value
    ---             -----
    canonical_id    631256b1-8523-9838-5501-d0a1e2cdad9c
    id              873f7b12-dec8-c182-024e-e3f065d8a9f1
    
  8. Repeat the step to add user bsmith to the bob-smith entity.

    Example:

    $ vault write identity/entity-alias name="bsmith" \
           canonical_id="631256b1-8523-9838-5501-d0a1e2cdad9c" \
           mount_accessor=$(cat accessor.txt)
    
    Key             Value
    ---             -----
    canonical_id    631256b1-8523-9838-5501-d0a1e2cdad9c
    id              55d46747-b99e-6a82-05f5-61bb60fd7d15
    
  9. Review the entity details.

    $ vault read identity/entity/id/<entity_id>
    

    The output should include the entity aliases, metadata (organization, and team), and base policy.

API call using cURL

  1. Create policies: base, test, and team-qa.

    To create a policy, use the /sys/policy endpoint:

    $ curl --header "X-Vault-Token: <TOKEN>" \
           --request PUT \
           --data <PAYLOAD> \
           <VAULT_ADDRESS>/v1/sys/policy/<POLICY_NAME>
    

    Where <TOKEN> is your valid token, and <PAYLOAD> includes the policy name and stringified policy.

    Example:

    # Create the API request payload, payload-1.json
    $ cat payload-1.json
    {
      "policy": "path \"secret/training_*\" {\n capabilities = [\"create\", \"read\"]\n } "
    }
    
    # Create base policy
    $ curl --header "X-Vault-Token: ..." \
           --request PUT \
           --data @payload-1.json \
           http://127.0.0.1:8200/v1/sys/policy/base
    
    # Create the API request payload, payload-2.json
    $ cat payload-2.json
    {
      "policy": "path \"secret/test\" {\n capabilities = [ \"create\", \"read\", \"update\", \"delete\" ]\n }"
    }
    
    # Create base policy
    $ curl --header "X-Vault-Token: ..." \
           --request PUT \
           --data @payload-2.json \
           http://127.0.0.1:8200/v1/sys/policy/test
    
    # Create the API request payload, payload-1.json
    $ cat payload-3.json
    {
      "policy": "path \"secret/team-qa\" {\n capabilities = [ \"create\", \"read\", \"update\", \"delete\" ]\n }"
    }
    
    # Create base policy
    $ curl --header "X-Vault-Token: ..." \
           --request PUT \
           --data @payload-3.json \
           http://127.0.0.1:8200/v1/sys/policy/team-qa
    
    # List all policies to verify that 'base', 'test' and 'team-qa' policies exist
    $ curl --header "X-Vault-Token: ..." \
           http://127.0.0.1:8200/v1/sys/policy | jq
    
  2. Enable the userpass auth method.

    $ curl --header "X-Vault-Token: ..." \
           --request POST \
           --data '{"type": "userpass"}' \
           http://127.0.0.1:8200/v1/sys/auth/userpass
    
  3. Create a new user in userpass:

    • username: bob
    • password: training
    • policy: test
    $ curl --header "X-Vault-Token: ..." \
           --request POST \
           --data '{"password": "training", "policies": "test"}' \
           http://127.0.0.1:8200/v1/auth/userpass/users/bob
    
  4. Create another user in userpass:

    • username: bsmith
    • password: training
    • policy: team-qa
    $ curl --header "X-Vault-Token: ..." \
           --request POST \
           --data '{"password": "training", "policies": "team-qa"}' \
           http://127.0.0.1:8200/v1/auth/userpass/users/bsmith
    
  5. Execute the following command to discover the mount accessor for the userpass auth method.

    $ curl --header "X-Vault-Token: ..." \
           http://127.0.0.1:8200/v1/sys/auth | jq
     {
       ...
       "userpass/": {
         "accessor": "auth_userpass_9b6cd254",
        ...
       },
       ...
    

    -> Make a note of the userpass accessor value (auth_userpass_XXXXX).

  6. Create an entity for bob-smith.

    $ tee payload.json <<EOF
    {
      "name": "bob-smith",
      "metadata": {
        "organization": "ACME Inc.",
        "team": "QA"
      },
      "policies": ["base"]
    }
    EOF
    
    $ curl --header "X-Vault-Token: ..." \
           --request POST \
           --data @payload.json \
           http://127.0.0.1:8200/v1/identity/entity
    {
      "request_id": "4d4d340f-f4c9-0201-c87e-42cc140a383a",
      "lease_id": "",
      "renewable": false,
      "lease_duration": 0,
      "data": {
        "aliases": null,
        "id": "6ded4d31-481f-040b-11ad-c6db0cb4d211"
      },
      ...
    

    -> Make a note of the generated entity ID (id).

  7. Now, add the user bob to the bob-smith entity by creating an entity alias. In the request body, you need to pass the userpass accessor value as mount_accessor, and the entity id as canonical_id.

    Example:

    $ tee payload-bob.json <<EOF
    {
      "name": "bob",
      "canonical_id": "6ded4d31-481f-040b-11ad-c6db0cb4d211",
      "mount_accessor": "auth_userpass_9b6cd254"
    }
    
    $ curl --header "X-Vault-Token: ..." \
           --request POST \
           --data @payload-bob.json \
           http://127.0.0.1:8200/v1/identity/entity-alias
    
  8. Repeat the step to add user bsmith to the bob-smith entity.

    Example:

    $ tee payload-bsmith.json <<EOF
    {
      "name": "bsmith",
      "canonical_id": "6ded4d31-481f-040b-11ad-c6db0cb4d211",
      "mount_accessor": "auth_userpass_9b6cd254"
    }
    
    $ curl --header "X-Vault-Token: ..." \
           --request POST \
           --data @payload-bsmith.json \
           http://127.0.0.1:8200/v1/identity/entity-alias
    
  9. Review the entity details. (NOTE: Be sure to enter the entity ID matching your environment.)

    $ curl --header "X-Vault-Token: ..." \
           http://127.0.0.1:8200/v1/identity/entity/id/<ENTITY_ID>
    {
       "request_id": "cc0793bf-fafe-4b2c-fd82-88855712845c",
       "lease_id": "",
       "renewable": false,
       "lease_duration": 0,
       "data": {
         "aliases": [
           {
             "canonical_id": "6ded4d31-481f-040b-11ad-c6db0cb4d211",
             ...
             "mount_type": "userpass",
             "name": "bob"
           },
           {
             "canonical_id": "6ded4d31-481f-040b-11ad-c6db0cb4d211",
             ...
             "mount_type": "userpass",
             "name": "bsmith"
           }
         ],
         ...
    

    The bob and bsmith users should appear in the entity alias list.

Web UI

  1. Open a web browser and launch the Vault UI (e.g. http://127.0.01:8200/ui) and then login.

  2. Click the Policies tab, and then select Create ACL policy.

  3. Enter base in the Name field, and paste in the base.hcl policy rules in the Policy text editor.

    Create Policy

  4. Click Create Policy to complete.

  5. Repeat the steps to create policies for test and team-qa as well.

    Create Policy

  6. Click the Access tab, and select Enable new method.

  7. Select Username & Password from the Type drop-down menu.

    Create Policy

  8. Click Enable Method.

  9. Click the Vault CLI shell icon (>_) to open a command shell. Enter the following command to create a new user, bob:

    $ vault write auth/userpass/users/bob password="training" policies="test"
    

    Create Policy

  10. Enter the following command to create a new user, bsmith:

    $ vault write auth/userpass/users/bsmith password="training" policies="team-qa"
    

    Create Policy

  11. Click the icon (>_) again to hide the shell.

  12. From the Access tab, select Entities and then Create entity.

  13. Populate the Name, Policies and Metadata fields as shown below:

    Create Policy

  14. Click Create.

  15. Select Add alias. Enter bob in the Name field and select userpass/ (userpass) from the Auth Backend drop-down list.

    Create Policy

  16. Click Create.

  17. Return to the Entities list. Select Add alias from the bob-smith entity menu.

    Create Policy

  18. Enter bsmith in the Name field and select userpass/ (userpass) from the Auth Backend drop-down list, and then click Create.

Step 2: Test the Entity

To better understand how a token inherits the capabilities from the entity's policy, you are going to test it by logging in as bob.

CLI Command

First, login as bob.

$ vault login -method=userpass username=bob password=training

Key                    Value
---                    -----
token                  ac318416-0dc1-4311-67e4-b58381c86fde
token_accessor         79cced7b-51df-9523-920f-a1579687516b
token_duration         768h
token_renewable        true
token_policies         ["default" "test"]
identity_policies      ["base"]
policies               ["base" "default" "test"]
token_meta_username    bob

Upon a successful authentication, a token will be returned. Notice that the output displays token_policies and identity_policies. The generated token has both test and base policies attached.

The test policy grants CRUD operations on the secret/test path.
Test to make sure that you can write secrets in the path.

$ vault kv put secret/test owner="bob"
Success! Data written to: secret/test

Although the username bob does not have base policy attached, the token inherits the capabilities granted in the base policy because bob is a member of the bob-smith entity, and the entity has base policy attached.

Check to see that the bob's token inherited the capabilities.

$ vault token capabilities secret/training_test
create, read

The base policy grants create and read capabilities on secret/training_* path; therefore, bob is permitted to run create and read operations against any path starting with secret/training_*.

What about the secret/team-qa path?

$ vault token capabilities secret/team-qa
deny

The user bob only inherits capability from its associating entity's policy. The user can access the secret/team-qa path only if he logs in with bsmith credentials.

~> Log back in with the token you used to configure the entity before proceed to Step 3.

API call using cURL

First, login as bob.

$ curl --request POST \
       --data '{"password": "training"}' \
       http://127.0.0.1:8200/v1/auth/userpass/login/bob
{
 ...
 "auth": {
   "client_token": "b3c2ac10-9f8f-4e64-9a1c-337236ba20f6",
   "accessor": "92204429-6555-772e-cf51-52492d7f1686",
   "policies": [
     "base",
     "default",
     "test"
   ],
   "token_policies": [
      "default",
      "test"
    ],
    "identity_policies": [
      "base"
    ],
   ...

Upon a successful authentication, a token will be returned. Notice that the output displays token_policies and identity_policies. The generated token has both test and base policies attached.

The test policy grants CRUD operations on the secret/test path. Test to make sure that you can write secrets in the path.

$ curl --header "X-Vault-Token: ..." \
       --request POST \
       --data '{"owner": "bob"}' \
       http://127.0.0.1:8200/v1/secret/test

Although the username bob does not have base policy attached, the token inherits the capabilities granted in the base policy because bob is a member of the bob-smith entity, and the entity has base policy attached.

Check to see that the bob's token inherited the capabilities.

$ curl --header "X-Vault-Token: ..." \
         --request POST \
         --data '{"paths": ["secret/training_test"]}'
         http://127.0.0.1:8200/v1/sys/capabilities-self | jq
{
 "secret/training_test": [
   "create",
   "read"
 ],
 ...

The base policy grants create and read capabilities on secret/training_* path; therefore, bob is permitted to run create and read operations against any path starting with secret/training_*.

What about the secret/team-qa path?

$ curl --header "X-Vault-Token: ..." \
       --request POST \
       --data '{"paths": ["secret/team-qa"]}'
       http://127.0.0.1:8200/v1/sys/capabilities-self | jq
{
 "secret/team-qa": [
   "deny"
 ],
 ...

The user bob only inherits capability from its associating entity's policy. The user can access the secret/team-qa path only if he logs in with bsmith credentials.

!> NOTE: Log back in with the token you used to configure the entity before proceed to Step 3.

Step 3: Create an Internal Group

Now, you are going to create an internal group named, engineers. Its member is bob-smith entity that you created in Step 1.

Entity Bob Smith

The group policy, team-eng defines the following: team-eng.hcl

path "secret/team/eng" {
  capabilities = [ "create", "read", "update", "delete"]
}

CLI Command

  1. Create a new policy named, team-eng:

    $ vault policy write team-eng ./team-eng.hcl
    
  2. Create an internal group named, engineers and add bob-smith entity as a group member and attach team-eng.

    $ vault write identity/group name="engineers" \
          policies="team-eng" \
          member_entity_ids=<entity_id> \
          metadata=team="Engineering" \
          metadata=region="North America"
    

    Where <entity_id> is the value you copied at Step 1.

    Example:

    $ vault write identity/group name="engineers" \
          policies="team-eng" \
          member_entity_ids="631256b1-8523-9838-5501..."  \
          metadata=team="Engineering" \
          metadata=region="North America"
    Key     Value
    ---     -----
    id      81bdac90-284a-7b8c-6289-5fa7693bcb4a
    name    engineers
    

Now, when you login as bob or bsmith, its generated token inherits the group-level policy, team-eng. You can perform similar tests demonstrated in Step 2 to verify that.

API call using cURL

  1. Create a new policy named, team-eng:

    # API request payload containing stringified policy
    $ cat payload.json
    {
      "policy": "path \"secret/team/eng\" {\n capabilities = [\"create\", \"read\", \"delete\", \"update\"]\n }"
    }
    
    # Create base policy
    $ curl --header "X-Vault-Token: ..." \
           --request PUT \
           --data @payload-1.json \
           http://127.0.0.1:8200/v1/sys/policy/team-eng
    
  2. Create an internal group named, engineers and add bob-smith entity as a group member and attach team-eng.

    # API request msg payload.  Be sure to replace <ENTITY_ID> with correct value
    $ tee payload-group.json <<<EOF
    {
      "name": "engineers",
      "policies": ["team-eng"],
      "member_entity_ids": ["<ENTITY_ID>"],
      "metadata": {
        "team": "Engineering",
        "region": "North America"
      }
    }
    EOF
    
    # Use identity/group endpoint
    $ curl --header "X-Vault-Token: ..." \
           --request PUT \
           --data @payload-group.json \
           http://127.0.0.1:8200/v1/identity/group | jq
    {
       "request_id": "2b6eefd6-67a6-31c7-dbc3-11c1c132e2cf",
       "lease_id": "",
       "renewable": false,
       "lease_duration": 0,
       "data": {
         "id": "d62157aa-b5f6-b6fe-aa40-0ffc54defc41",
         "name": "engineers"
       },
       ...
    

Now, when you login as bob or bsmith, its generated token inherits the group-level policy, team-eng. You can perform similar tests demonstrated in Step 2 to verify that.

Web UI

  1. Click the Policies tab, and then select Create ACL policy.

  2. Enter team-eng in the Name field, and paste in the team-eng.hcl policy rules in the Policy text editor, and then click Create Policy.

  3. Click the Access tab and select Entities.

  4. Select the bob-smith entity and copy its ID displayed under the Details tab.

  5. Now, click Groups from the left navigation, and select Create group.

  6. Enter the group information as shown below.

    Group

    ~> NOTE: Make sure to enter the bob-smith entity ID you copied in the Member Entity IDs field.

  7. Click Create.

Now, when you login as bob or bsmith, its generated token inherits the group-level policy, team-eng. You can perform similar tests demonstrated in Step 3 to verify that.


Summary: By default, Vault creates an internal group. When you create an internal group, you specify the group members rather than group alias. Group aliases are mapping between Vault and external identity providers (e.g. LDAP, GitHub, etc.). Therefore, you define group aliases only when you create external groups. For internal groups, you specify member_entity_ids and/or member_group_ids.

Step 4: Create an External Group

It is common for organizations to enable auth methods such as LDAP, Okta and perhaps GitHub to handle the Vault user authentication, and individual user's group memberships are defined within those identity providers.

In order to manage the group-level authorization, you can create an external group to link Vault with the external identity provider (auth provider) and attach appropriate policies to the group.

Example Scenario

Any user who belongs to training team in GitHub organization, example-inc are permitted to perform all operations against the secret/education path.

NOTE: This scenario assumes that the GitHub organization, example-inc exists as well as training team within the organization.

CLI Command

# Write a new policy file
# If you are running KV v2, set the path to "secret/data/education" instead
$ tee education.hcl <<EOF
path "secret/education" {
  capabilities = [ "create", "read", "update", "delete", "list" ]
}
EOF

# Create a new policy named 'education'
$ vault policy write education education.hcl

# Enable GitHub auth method
$ vault auth enable github

# Retrieve the mount accessor for the GitHub auth method and save it in accessor.txt
$ vault auth list -format=json | jq -r '.["github/"].accessor' > accessor.txt

# Configure to point to your GitHub organization (e.g. hashicorp)
$ vault write auth/github/config organization=example-inc

# Create an external group named, "education"
# Be sure to copy the generated group ID
$ vault write identity/group name="education" \
       policies="education" \
       type="external" \
       metadata=organization="Product Education"

# Create a group alias where canonical_id is the group ID
# 'name' is the actual GitHub team name (NOTE: Use slugified team name.)
$ vault write identity/group-alias name="training" \
       mount_accessor=$(cat accessor.txt) \
       canonical_id="<group_ID>"

API call using cURL

# API request payload containing stringfied policy
# If you are running KV v2, set the path to "secret/data/education" instead
$ cat payload-pol.json
{
  "policy": "path \"secret/education\" {\n capabilities = [\"create\", \"read\", \"delete\", \"update\", \"list\"]\n }"
}

# Create education policy
$ curl --header "X-Vault-Token: ..." \
       --request PUT \
       --data @payload-pol.json \
       http://127.0.0.1:8200/v1/sys/policy/education

# Enable GitHub Auth Method at github
$ curl --header "X-Vault-Token: ..." \
       --request POST \
       --data '{"type": "github"}' \
       http://127.0.0.1:8200/v1/sys/auth/github

# Configure GitHub auth method by setting organization
$ curl --header "X-Vault-Token: ..." \
       --request POST \
       --data '{"organization": "example-inc"}' \
       http://127.0.0.1:8200/v1/auth/github/config

# Get the github accessor value (**`auth_github_XXXXX`**)
$ curl --header "X-Vault-Token: ..." \
      http://127.0.0.1:8200/v1/sys/auth | jq
{
  ...
  "userpass/": {
    "accessor": "auth_github_91010f60",
   ...
  },
  ...
}

# API request msg payload to create an external group  
$ tee payload-edu.json <<<EOF
{
   "name": "education",
   "policies": ["education"],
   "type": "external",
   "metadata": {
     "organization": "Product Education"
   }
}
EOF

# Create an external group named, "education"
# Be sure to copy the group ID (id)
$ curl --header "X-Vault-Token: ..." \
       --request POST \
       --data @payload-edu.json \
       http://127.0.0.1:8200/v1/identity/group | jq
{
   "request_id": "a8161086-13db-f982-4216-7d996eae3fd9",
   "lease_id": "",
   "renewable": false,
   "lease_duration": 0,
   "data": {
     "id": "ea18cb62-2478-d370-b726-a77d1700de80",
     "name": "education"
   },
  ...

# API request msg payload to create a group aliases, training
$ tee payload-training.json <<EOF
{
  "canonical_id": "<GROUP_ID>",
  "mount_accessor": "auth_github_XXXXX",
  "name": "training"
}
EOF

# Create 'training' group alias
$ curl --header "X-Vault-Token: ..." \
       --request POST \
       --data @payload-training.json \
       http://127.0.0.1:8200/v1/identity/group-alias | jq

Web UI

  1. Click the Policies tab, and then select Create ACL policy.

  2. Enter education in the Name field, and enter the following policy in the Policy text editor, and then click Create Policy. (NOTE: If you are running KV v2, set the path to secret/data/education instead.)

    path "secret/education" {
      capabilities = [ "create", "read", "update", "delete", "list" ]
    }
    
  3. Click the Access tab and select Auth Methods.

  4. Select Enable new method.

  5. Select GitHub from the Type drop-down menu, and then enter example-inc in the Organization field.

  6. Click Enable Method.

  7. Click the Access tab and select Groups.

  8. Select Create group. Enter the group information as shown below.

    Create Policy

  9. Click Create.

  10. Select Add alias and enter training in the Name field. Select github/ (github) from the Auth Backend drop-down list.

    Create Policy

  11. Click Create.


Summary: At this point, any GitHub user who belongs to training team within the example-inc organization can authenticate with Vault. The generated token for the user has education policy attached.

Next steps

Now that you have learned about managing user identity using entities and groups, read the AppRole Pull Authentication guide to learn how apps or machines can authenticate with Vault.