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Update Authentication doc to cover all backends #751
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# Authentication & Backends | ||
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Netlify CMS stores content in your GitHub repository. (GitLab and Bitbucket coming soon!) In order for this to work, you need to authenticate with GitHub, and that requires a server. We have a few options for handling this. | ||
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## Git Gateway with Netlify Identity | ||
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[Git Gateway](https://github.com/netlify/git-gateway) is a Netlify open source project that allows you to add editors to your site CMS without giving them direct push access to your GitHub repository. [Netlify Identity](https://www.netlify.com/docs/identity/) service handles the authentication and provides a simple interface for user management. The Netlify CMS [Test Drive](/test-drive/) is a working example of this backend. | ||
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To use it in your own project, follow these steps: | ||
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1. Head over to the [Netlify Identity docs](https://www.netlify.com/docs/identity) and follow the | ||
steps to get started. | ||
2. Add the following lines to your `config.yml` file: | ||
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``` yaml | ||
backend: | ||
name: git-gateway | ||
accept_roles: #optional - accepts all users if left out | ||
- admin | ||
- editor | ||
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``` | ||
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3. Optionally, you can assign roles to users in your Netlify dashboard, and then limit which | ||
roles can access the CMS by defining the `accept_roles` field in the `config.yml` example above. | ||
Otherwise `accept_roles` can be left out, and all Netlify Identity users on your site will have access. | ||
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## Git Gateway without Netlify | ||
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You can use [Git Gateway](https://github.com/netlify/git-gateway) without Netlify by setting up your own Git Gateway server and connecting it with your own instance of [GoTrue](https://www.gotrueapi.org) (the open source microservice that powers Netlify Identity), or with any other identity service that can issue JSON Web Tokens (JWT). | ||
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To configure in Netlify CMS, use the same `backend` settings in your `config.yml` file as described in Step 2 of the [Git Gateway with Netlify Identity](#git-gateway-with-netlify-identity) instructions above. | ||
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## GitHub Backend | ||
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The GitHub backend allows CMS users to log in directly with their GitHub account. Note that the | ||
user's GitHub account must have push access to your content repository for this to work. | ||
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Because Github [requires a | ||
server](https://github.com/netlify/netlify-cms/issues/663#issuecomment-335023723) for | ||
authentication, Netlify facilitates basic GitHub authentication. | ||
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To enable it: | ||
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1. Follow the authentication provider setup steps in the [Netlify | ||
docs](https://www.netlify.com/docs/authentication-providers/#using-an-authentication-provider). | ||
2. Add the following lines to your `config.yml` file: | ||
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``` yaml | ||
backend: | ||
name: github | ||
repo: owner-name/repo-name # Path to your Github repository | ||
``` | ||
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. I had to indent the code blocks one more tab to make them properly display in the numbered list, here and in the Git Gateway steps. |
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### External OAuth Clients | ||
If you would like to facilitate your own OAuth authentication rather than use Netlify's service, you | ||
can use one of the community-maintained projects below. Feel free to [submit a pull request](https://github.com/netlify/netlify-cms/blob/master/CONTRIBUTING.md) if you'd like to add yours! | ||
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| Author | Supported Git hosts | Languages | Link | | ||
|------------|---------------------------|-----------|---------------------------------------------------------------------| | ||
| @vencax | GitHub, GitHub Enterprise | Node.js | [Repo](https://github.com/vencax/netlify-cms-github-oauth-provider) | | ||
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Check each project's documentation for instructions on how to configure it. | ||
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## Bitbucket and GitLab Support | ||
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Netlify CMS is meant to be platform agnostic, so we’re always looking to expand the ecosystem and | ||
find new ways to use it. Check out our active PRs in progress for | ||
[Bitbucket](https://github.com/netlify/netlify-cms/pull/525) and | ||
[Gitlab](https://github.com/netlify/netlify-cms/pull/517) backends. | ||
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Git Gateway could also be modified to support these Git hosts. If you're interested, you can file an | ||
issue (or a pull request!) in the [git-gateway repo](https://github.com/netlify/git-gateway). | ||
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## Options | ||
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Both `git-gateway` and `github` backends allow some additional optional fields for certain use | ||
cases. A full reference is below. Note that these are properties of the `backend` field, and should | ||
be nested under that field. | ||
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| Field | Default | Description | | ||
|----------------|-------------------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------| | ||
| `repo` | none | **Required** for `github` backend; ignored by `git-gateway`. Follows the pattern `[org-or-username]/[repo-name]`. | | ||
| `accept_roles` | none | `git-gateway` only. Limits CMS access to your defined array of user roles. Omitting this field gives access to all registered users. | | ||
| `branch` | `master` | The branch where published content is stored. All CMS commits and PRs are made to this branch. | | ||
| `api_root` | `https://api.github.com` (ignored for `git-gateway` backend) | The API endpoint. Only necessary in certain cases, like with GitHub Enterprise. | | ||
| `site_domain` | `location.hostname` (or `cms.netlify.com` when on `localhost`) | Sets the `site_id` query param sent to the API endpoint. Non-Netlify auth setups will often need to set this for local development to work properly. | | ||
| `base_url` | `https://api.netlify.com` | OAuth client URL for the `github` backend. **Required** when using an external OAuth server with the `github` backend. | |
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Matched the format to our other yaml code snippets