Update documentation about SSO mapping providers (#7458)

changelog.d/7458.doc

@@ -0,0 +1 @@
+Update information about mapping providers for SAML and OpenID.

docs/saml_mapping_providers.md

@@ -1,77 +0,0 @@
-# SAML Mapping Providers
-
-A SAML mapping provider is a Python class (loaded via a Python module) that
-works out how to map attributes of a SAML response object to Matrix-specific
-user attributes. Details such as user ID localpart, displayname, and even avatar
-URLs are all things that can be mapped from talking to a SSO service.
-
-As an example, a SSO service may return the email address
-"john.smith@example.com" for a user, whereas Synapse will need to figure out how
-to turn that into a displayname when creating a Matrix user for this individual.
-It may choose `John Smith`, or `Smith, John [Example.com]` or any number of
-variations. As each Synapse configuration may want something different, this is
-where SAML mapping providers come into play.
-
-## Enabling Providers
-
-External mapping providers are provided to Synapse in the form of an external
-Python module. Retrieve this module from [PyPi](https://pypi.org) or elsewhere,
-then tell Synapse where to look for the handler class by editing the
-`saml2_config.user_mapping_provider.module` config option.
-
-`saml2_config.user_mapping_provider.config` allows you to provide custom
-configuration options to the module. Check with the module's documentation for
-what options it provides (if any). The options listed by default are for the
-user mapping provider built in to Synapse. If using a custom module, you should
-comment these options out and use those specified by the module instead.
-
-## Building a Custom Mapping Provider
-
-A custom mapping provider must specify the following methods:
-
-* `__init__(self, parsed_config)`
-   - Arguments:
-     - `parsed_config` - A configuration object that is the return value of the
-       `parse_config` method. You should set any configuration options needed by
-       the module here.
-* `saml_response_to_user_attributes(self, saml_response, failures)`
-    - Arguments:
-      - `saml_response` - A `saml2.response.AuthnResponse` object to extract user
-                          information from.
-      - `failures` - An `int` that represents the amount of times the returned
-                     mxid localpart mapping has failed.  This should be used
-                     to create a deduplicated mxid localpart which should be
-                     returned instead. For example, if this method returns
-                     `john.doe` as the value of `mxid_localpart` in the returned
-                     dict, and that is already taken on the homeserver, this
-                     method will be called again with the same parameters but
-                     with failures=1. The method should then return a different
-                     `mxid_localpart` value, such as `john.doe1`.
-    - This method must return a dictionary, which will then be used by Synapse
-      to build a new user. The following keys are allowed:
-       * `mxid_localpart` - Required. The mxid localpart of the new user.
-       * `displayname` - The displayname of the new user. If not provided, will default to
-                         the value of `mxid_localpart`.
-* `parse_config(config)`
-    - This method should have the `@staticmethod` decoration.
-    - Arguments:
-        - `config` - A `dict` representing the parsed content of the
-          `saml2_config.user_mapping_provider.config` homeserver config option.
-           Runs on homeserver startup. Providers should extract any option values
-           they need here.
-    - Whatever is returned will be passed back to the user mapping provider module's
-      `__init__` method during construction.
-* `get_saml_attributes(config)`
-    - This method should have the `@staticmethod` decoration.
-    - Arguments:
-        - `config` - A object resulting from a call to `parse_config`.
-    - Returns a tuple of two sets. The first set equates to the saml auth
-      response attributes that are required for the module to function, whereas
-      the second set consists of those attributes which can be used if available,
-      but are not necessary.
-
-## Synapse's Default Provider
-
-Synapse has a built-in SAML mapping provider if a custom provider isn't
-specified in the config. It is located at
-[`synapse.handlers.saml_handler.DefaultSamlMappingProvider`](../synapse/handlers/saml_handler.py).

docs/sso_mapping_providers.md

@@ -0,0 +1,146 @@
+# SSO Mapping Providers
+
+A mapping provider is a Python class (loaded via a Python module) that
+works out how to map attributes of a SSO response to Matrix-specific
+user attributes. Details such as user ID localpart, displayname, and even avatar
+URLs are all things that can be mapped from talking to a SSO service.
+
+As an example, a SSO service may return the email address
+"john.smith@example.com" for a user, whereas Synapse will need to figure out how
+to turn that into a displayname when creating a Matrix user for this individual.
+It may choose `John Smith`, or `Smith, John [Example.com]` or any number of
+variations. As each Synapse configuration may want something different, this is
+where SAML mapping providers come into play.
+
+SSO mapping providers are currently supported for OpenID and SAML SSO
+configurations. Please see the details below for how to implement your own.
+
+External mapping providers are provided to Synapse in the form of an external
+Python module. You can retrieve this module from [PyPi](https://pypi.org) or elsewhere,
+but it must be importable via Synapse (e.g. it must be in the same virtualenv
+as Synapse). The Synapse config is then modified to point to the mapping provider
+(and optionally provide additional configuration for it).
+
+## OpenID Mapping Providers
+
+The OpenID mapping provider can be customized by editing the
+`oidc_config.user_mapping_provider.module` config option.
+
+`oidc_config.user_mapping_provider.config` allows you to provide custom
+configuration options to the module. Check with the module's documentation for
+what options it provides (if any). The options listed by default are for the
+user mapping provider built in to Synapse. If using a custom module, you should
+comment these options out and use those specified by the module instead.
+
+### Building a Custom OpenID Mapping Provider
+
+A custom mapping provider must specify the following methods:
+
+* `__init__(self, parsed_config)`
+   - Arguments:
+     - `parsed_config` - A configuration object that is the return value of the
+       `parse_config` method. You should set any configuration options needed by
+       the module here.
+* `parse_config(config)`
+    - This method should have the `@staticmethod` decoration.
+    - Arguments:
+        - `config` - A `dict` representing the parsed content of the
+          `oidc_config.user_mapping_provider.config` homeserver config option.
+           Runs on homeserver startup. Providers should extract and validate
+           any option values they need here.
+    - Whatever is returned will be passed back to the user mapping provider module's
+      `__init__` method during construction.
+* `get_remote_user_id(self, userinfo)`
+    - Arguments:
+      - `userinfo` - A `authlib.oidc.core.claims.UserInfo` object to extract user
+                     information from.
+    - This method must return a string, which is the unique identifier for the
+      user. Commonly the ``sub`` claim of the response.
+* `map_user_attributes(self, userinfo, token)`
+    - This method should be async.
+    - Arguments:
+      - `userinfo` - A `authlib.oidc.core.claims.UserInfo` object to extract user
+                     information from.
+      - `token` - A dictionary which includes information necessary to make
+                  further requests to the OpenID provider.
+    - Returns a dictionary with two keys:
+      - localpart: A required string, used to generate the Matrix ID.
+      - displayname: An optional string, the display name for the user.
+
+### Default OpenID Mapping Provider
+
+Synapse has a built-in OpenID mapping provider if a custom provider isn't
+specified in the config. It is located at
+[`synapse.handlers.oidc_handler.JinjaOidcMappingProvider`](../synapse/handlers/oidc_handler.py).
+
+## SAML Mapping Providers
+
+The SAML mapping provider can be customized by editing the
+`saml2_config.user_mapping_provider.module` config option.
+
+`saml2_config.user_mapping_provider.config` allows you to provide custom
+configuration options to the module. Check with the module's documentation for
+what options it provides (if any). The options listed by default are for the
+user mapping provider built in to Synapse. If using a custom module, you should
+comment these options out and use those specified by the module instead.
+
+### Building a Custom SAML Mapping Provider
+
+A custom mapping provider must specify the following methods:
+
+* `__init__(self, parsed_config)`
+   - Arguments:
+     - `parsed_config` - A configuration object that is the return value of the
+       `parse_config` method. You should set any configuration options needed by
+       the module here.
+* `parse_config(config)`
+    - This method should have the `@staticmethod` decoration.
+    - Arguments:
+        - `config` - A `dict` representing the parsed content of the
+          `saml_config.user_mapping_provider.config` homeserver config option.
+           Runs on homeserver startup. Providers should extract and validate
+           any option values they need here.
+    - Whatever is returned will be passed back to the user mapping provider module's
+      `__init__` method during construction.
+* `get_saml_attributes(config)`
+    - This method should have the `@staticmethod` decoration.
+    - Arguments:
+        - `config` - A object resulting from a call to `parse_config`.
+    - Returns a tuple of two sets. The first set equates to the SAML auth
+      response attributes that are required for the module to function, whereas
+      the second set consists of those attributes which can be used if available,
+      but are not necessary.
+* `get_remote_user_id(self, saml_response, client_redirect_url)`
+    - Arguments:
+      - `saml_response` - A `saml2.response.AuthnResponse` object to extract user
+                          information from.
+      - `client_redirect_url` - A string, the URL that the client will be
+                                redirected to.
+    - This method must return a string, which is the unique identifier for the
+      user. Commonly the ``uid`` claim of the response.
+* `saml_response_to_user_attributes(self, saml_response, failures, client_redirect_url)`
+    - Arguments:
+      - `saml_response` - A `saml2.response.AuthnResponse` object to extract user
+                          information from.
+      - `failures` - An `int` that represents the amount of times the returned
+                     mxid localpart mapping has failed.  This should be used
+                     to create a deduplicated mxid localpart which should be
+                     returned instead. For example, if this method returns
+                     `john.doe` as the value of `mxid_localpart` in the returned
+                     dict, and that is already taken on the homeserver, this
+                     method will be called again with the same parameters but
+                     with failures=1. The method should then return a different
+                     `mxid_localpart` value, such as `john.doe1`.
+      - `client_redirect_url` - A string, the URL that the client will be
+                                redirected to.
+    - This method must return a dictionary, which will then be used by Synapse
+      to build a new user. The following keys are allowed:
+       * `mxid_localpart` - Required. The mxid localpart of the new user.
+       * `displayname` - The displayname of the new user. If not provided, will default to
+                         the value of `mxid_localpart`.
+
+### Default SAML Mapping Provider
+
+Synapse has a built-in SAML mapping provider if a custom provider isn't
+specified in the config. It is located at
+[`synapse.handlers.saml_handler.DefaultSamlMappingProvider`](../synapse/handlers/saml_handler.py).