OAuth 2 authentication: Difference between revisions

From MoodleDocs
(troubleshooting - how to get a green tick from https://moodle.org/mod/forum/discuss.php?d=353000)
m (clean up, typos fixed: ’s → 's (2))
 
(15 intermediate revisions by 6 users not shown)
Line 1: Line 1:
{{Authentication}}{{New features}}
{{Authentication}}
The OAuth 2 authentication plugin enables users to log in using their Google, Microsoft and/or Facebook account. If enabled, when a user first logs in, a new account will be created. Otherwise, they will be prompted to [[Linked logins|link it to their existing account]] with the same email address.
== Overview ==
[[File:oauth 2 auth.png|thumb|Login page with options to log in with an OAuth 2 service]]
OAuth 2.0 is the de facto industry standard protocol for user authorisation. OAuth 2 authentication enables users to access Moodle via buttons on the login page using their credentials from popular service providers, such as Google, Microsoft, Facebook, and LinkedIn.
[[File:OAuth Login.png|border|center|frameless|600x600px]]
The following high-level interaction process illustrates how OAuth 2 authentication works in a Moodle context:
[[File:OAuth - Service Provider Authentication.png|border|center|frameless|600x600px]]


==Enabling OAuth 2 authentication==


To use OAuth 2 authentication, an administrator must first create the required OAuth 2 services.
An OAuth service provider is an external system (“in the cloud”) that provides identity (via the authorisation server) and API access (via the resource server) by issuing OAuth access tokens to a client (Moodle). Let's go through the interactions from top to bottom:
# A user sends an authorisation request; that is, a user logs in to the service provider via the client. This step is initiated via the service provider buttons on the Moodle login screen.
# The authorisation server issues an authorisation code if the entered credentials are valid. Once this has taken place, the user is authenticated with Moodle. If account creation is enabled (the Prevent account creation when authenticating setting), a new account will be created. Otherwise, the user will be prompted to link the authorisation to an existing account with the same email address. An entry can be found in the [[Linked logins]] section in the user's preferences.
# An access token will be issued when the user logs in using the stored authorisation code. A scheduled task exists to regularly update the OAuth 2 tokens (\core\oauth2\refresh_ system_tokens_task).
# Moodle uses this access token for any internal services that require a resource from the service provider, for instance, a link to files in a repository. Some internal services require a system account to be connected.
==Setting up OAuth 2 authentication==
To use OAuth 2 authentication, an administrator must follow the following steps:
# Configure OAuth 2 services: Go to '''Site administration > Server > OAuth 2 services''', and following the instructions on the [[OAuth 2 services]] page.
# Enable OAuth 2: Go to '''Site administration > Plugins > Authentication''', enable '''OAuth 2'''.
# Configure OAuth 2 lock user fields: To control if and how certain user data fields are being populated, click on the '''Settings''' link and configure your '''Lock user fields'''.
# Prevent account creation: By default, account creation is enabled. If you wish to prevent account creation, go to '''Site administration > Plugins > Authentication''' and enable the setting "authpreventaccountcreation".
# Testing, testing, testing: To verify that your OAuth 2 configuration is working, go to '''Site administration > Plugins > Authentication''' and click on the '''Test settings''' link in the '''OAuth 2''' row. Here, you can select a service and test its connection.


# Go to 'OAuth 2 services' in Site administration > Server and click the button to create a new service.
The following Moodle features require an OAuth2 service:
# Follow the instructions in [[OAuth 2 Google service]], [[OAuth 2 Microsoft service]] or [[OAuth 2 Facebook service]] and obtain a client ID and secret.
# Enter the client ID and secret, make sure 'Show on login page' is ticked, then save changes.


Repeat for additional services as desired.
* Repositories: [[Dropbox repository]], [[Google Drive repository]], Microsoft [[OneDrive repository]], and [[Nextcloud repository]]
 
* Portfolios: [[Google Drive portfolio]]
Next:
* Badges: [[Backpacks|Open Badges 2.1]]
 
* Mail: Incoming and outgoing [[mail configuration]]
# Go to 'Manage authentication' in Site administration and enable the OAuth 2 authentication plugin.
* Document converters: [[Google Drive converter]]
# Optional: In the OAuth 2 settings, lock selected user data fields and save changes.
 
==Preventing new account creation==
 
If you don't want new accounts to be created when users log in with an OAuth 2 service:
 
# Go to 'Manage authentication' in Site administration and tick the box 'Prevent account creation when authenticating' (authpreventaccountcreation).
# Click the 'Save changes' button.
 
==Troubleshooting==
 
===On the 'OAuth 2 services' page, there is a red cross for 'Allow login'===
 
To get a green tick for Allow login, edit the OAuth 2 service and make sure that the setting 'Show on login page' is ticked.


==See also==
* [[OAuth 2 Troubleshooting|OAuth 2 troubleshooting]]
[[Category:OAuth 2]]
[[Category:OAuth 2]]
[[es:Autenticación OAuth 2]]
[[es:Autenticación OAuth 2]]
[[de:OAuth2 Authentifizierung]]
[[de:OAuth2 Authentifizierung]]
[[ja: OAuth 2認証]]

Latest revision as of 14:45, 25 April 2024

Overview

OAuth 2.0 is the de facto industry standard protocol for user authorisation. OAuth 2 authentication enables users to access Moodle via buttons on the login page using their credentials from popular service providers, such as Google, Microsoft, Facebook, and LinkedIn.

OAuth Login.png

The following high-level interaction process illustrates how OAuth 2 authentication works in a Moodle context:

OAuth - Service Provider Authentication.png


An OAuth service provider is an external system (“in the cloud”) that provides identity (via the authorisation server) and API access (via the resource server) by issuing OAuth access tokens to a client (Moodle). Let's go through the interactions from top to bottom:

  1. A user sends an authorisation request; that is, a user logs in to the service provider via the client. This step is initiated via the service provider buttons on the Moodle login screen.
  2. The authorisation server issues an authorisation code if the entered credentials are valid. Once this has taken place, the user is authenticated with Moodle. If account creation is enabled (the Prevent account creation when authenticating setting), a new account will be created. Otherwise, the user will be prompted to link the authorisation to an existing account with the same email address. An entry can be found in the Linked logins section in the user's preferences.
  3. An access token will be issued when the user logs in using the stored authorisation code. A scheduled task exists to regularly update the OAuth 2 tokens (\core\oauth2\refresh_ system_tokens_task).
  4. Moodle uses this access token for any internal services that require a resource from the service provider, for instance, a link to files in a repository. Some internal services require a system account to be connected.

Setting up OAuth 2 authentication

To use OAuth 2 authentication, an administrator must follow the following steps:

  1. Configure OAuth 2 services: Go to Site administration > Server > OAuth 2 services, and following the instructions on the OAuth 2 services page.
  2. Enable OAuth 2: Go to Site administration > Plugins > Authentication, enable OAuth 2.
  3. Configure OAuth 2 lock user fields: To control if and how certain user data fields are being populated, click on the Settings link and configure your Lock user fields.
  4. Prevent account creation: By default, account creation is enabled. If you wish to prevent account creation, go to Site administration > Plugins > Authentication and enable the setting "authpreventaccountcreation".
  5. Testing, testing, testing: To verify that your OAuth 2 configuration is working, go to Site administration > Plugins > Authentication and click on the Test settings link in the OAuth 2 row. Here, you can select a service and test its connection.

The following Moodle features require an OAuth2 service:

See also