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docs/openid.md

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+# Configuring Synapse to authenticate against an OpenID Connect provider
+
+Synapse can be configured to use an OpenID Connect Provider (OP) for
+authentication, instead of its own local password database.
+
+Any OP should work with Synapse, as long as it supports the authorization code
+flow. There are a few options for that:
+
+ - start a local OP. Synapse has been tested with [Hydra][hydra] and
+   [Dex][dex-idp].  Note that for an OP to work, it should be served under a
+   secure (HTTPS) origin.  A certificate signed with a self-signed, locally
+   trusted CA should work. In that case, start Synapse with a `SSL_CERT_FILE`
+   environment variable set to the path of the CA.
+
+ - set up a SaaS OP, like [Google][google-idp], [Auth0][auth0] or
+   [Okta][okta]. Synapse has been tested with Auth0 and Google.
+
+It may also be possible to use other OAuth2 providers which provide the
+[authorization code grant type](https://tools.ietf.org/html/rfc6749#section-4.1),
+such as [Github][github-idp].
+
+[google-idp]: https://developers.google.com/identity/protocols/oauth2/openid-connect
+[auth0]: https://auth0.com/
+[okta]: https://www.okta.com/
+[dex-idp]: https://github.com/dexidp/dex
+[hydra]: https://www.ory.sh/docs/hydra/
+[github-idp]: https://developer.github.com/apps/building-oauth-apps/authorizing-oauth-apps
+
+## Preparing Synapse
+
+The OpenID integration in Synapse uses the
+[`authlib`](https://pypi.org/project/Authlib/) library, which must be installed
+as follows:
+
+ * The relevant libraries are included in the Docker images and Debian packages
+   provided by `matrix.org` so no further action is needed.
+
+ * If you installed Synapse into a virtualenv, run `/path/to/env/bin/pip
+   install synapse[oidc]` to install the necessary dependencies.
+
+ * For other installation mechanisms, see the documentation provided by the
+   maintainer.
+
+To enable the OpenID integration, you should then add an `oidc_config` section
+to your configuration file (or uncomment the `enabled: true` line in the
+existing section). See [sample_config.yaml](./sample_config.yaml) for some
+sample settings, as well as the text below for example configurations for
+specific providers.
+
+## Sample configs
+
+Here are a few configs for providers that should work with Synapse.
+
+### [Dex][dex-idp]
+
+[Dex][dex-idp] is a simple, open-source, certified OpenID Connect Provider.
+Although it is designed to help building a full-blown provider with an
+external database, it can be configured with static passwords in a config file.
+
+Follow the [Getting Started
+guide](https://github.com/dexidp/dex/blob/master/Documentation/getting-started.md)
+to install Dex.
+
+Edit `examples/config-dev.yaml` config file from the Dex repo to add a client:
+
+```yaml
+staticClients:
+- id: synapse
+  secret: secret
+  redirectURIs:
+  - '[synapse public baseurl]/_synapse/oidc/callback'
+  name: 'Synapse'
+```
+
+Run with `dex serve examples/config-dex.yaml`.
+
+Synapse config:
+
+```yaml
+oidc_config:
+   enabled: true
+   skip_verification: true # This is needed as Dex is served on an insecure endpoint
+   issuer: "http://127.0.0.1:5556/dex"
+   client_id: "synapse"
+   client_secret: "secret"
+   scopes: ["openid", "profile"]
+   user_mapping_provider:
+     config:
+       localpart_template: "{{ user.name }}"
+       display_name_template: "{{ user.name|capitalize }}"
+```
+
+### [Auth0][auth0]
+
+1. Create a regular web application for Synapse
+2. Set the Allowed Callback URLs to `[synapse public baseurl]/_synapse/oidc/callback`
+3. Add a rule to add the `preferred_username` claim.
+   <details>
+    <summary>Code sample</summary>
+
+    ```js
+    function addPersistenceAttribute(user, context, callback) {
+      user.user_metadata = user.user_metadata || {};
+      user.user_metadata.preferred_username = user.user_metadata.preferred_username || user.user_id;
+      context.idToken.preferred_username = user.user_metadata.preferred_username;
+
+      auth0.users.updateUserMetadata(user.user_id, user.user_metadata)
+        .then(function(){
+            callback(null, user, context);
+        })
+        .catch(function(err){
+            callback(err);
+        });
+    }
+    ```
+  </details>
+
+Synapse config:
+
+```yaml
+oidc_config:
+   enabled: true
+   issuer: "https://your-tier.eu.auth0.com/" # TO BE FILLED
+   client_id: "your-client-id" # TO BE FILLED
+   client_secret: "your-client-secret" # TO BE FILLED
+   scopes: ["openid", "profile"]
+   user_mapping_provider:
+     config:
+       localpart_template: "{{ user.preferred_username }}"
+       display_name_template: "{{ user.name }}"
+```
+
+### GitHub
+
+GitHub is a bit special as it is not an OpenID Connect compliant provider, but
+just a regular OAuth2 provider.
+
+The [`/user` API endpoint](https://developer.github.com/v3/users/#get-the-authenticated-user)
+can be used to retrieve information on the authenticated user. As the Synaspse
+login mechanism needs an attribute to uniquely identify users, and that endpoint
+does not return a `sub` property, an alternative `subject_claim` has to be set.
+
+1. Create a new OAuth application: https://github.com/settings/applications/new.
+2. Set the callback URL to `[synapse public baseurl]/_synapse/oidc/callback`.
+
+Synapse config:
+
+```yaml
+oidc_config:
+   enabled: true
+   discover: false
+   issuer: "https://github.com/"
+   client_id: "your-client-id" # TO BE FILLED
+   client_secret: "your-client-secret" # TO BE FILLED
+   authorization_endpoint: "https://github.com/login/oauth/authorize"
+   token_endpoint: "https://github.com/login/oauth/access_token"
+   userinfo_endpoint: "https://api.github.com/user"
+   scopes: ["read:user"]
+   user_mapping_provider:
+     config:
+       subject_claim: "id"
+       localpart_template: "{{ user.login }}"
+       display_name_template: "{{ user.name }}"
+```
+
+### [Google][google-idp]
+
+1. Set up a project in the Google API Console (see
+   https://developers.google.com/identity/protocols/oauth2/openid-connect#appsetup).
+2. add an "OAuth Client ID" for a Web Application under "Credentials".
+3. Copy the Client ID and Client Secret, and add the following to your synapse config:
+   ```yaml
+   oidc_config:
+     enabled: true
+     issuer: "https://accounts.google.com/"
+     client_id: "your-client-id" # TO BE FILLED
+     client_secret: "your-client-secret" # TO BE FILLED
+     scopes: ["openid", "profile"]
+     user_mapping_provider:
+       config:
+         localpart_template: "{{ user.given_name|lower }}"
+         display_name_template: "{{ user.name }}"
+   ```
+4. Back in the Google console, add this Authorized redirect URI: `[synapse
+   public baseurl]/_synapse/oidc/callback`.
+
+### Twitch
+
+1. Setup a developer account on [Twitch](https://dev.twitch.tv/)
+2. Obtain the OAuth 2.0 credentials by [creating an app](https://dev.twitch.tv/console/apps/)
+3. Add this OAuth Redirect URL: `[synapse public baseurl]/_synapse/oidc/callback`
+
+Synapse config:
+
+```yaml
+oidc_config:
+   enabled: true
+   issuer: "https://id.twitch.tv/oauth2/"
+   client_id: "your-client-id" # TO BE FILLED
+   client_secret: "your-client-secret" # TO BE FILLED
+   client_auth_method: "client_secret_post"
+   user_mapping_provider:
+     config:
+       localpart_template: '{{ user.preferred_username }}'
+       display_name_template: '{{ user.name }}'
+```