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[DOCS] Adds file realm configuration details (#30221)
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lcawl committed May 1, 2018
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106 changes: 106 additions & 0 deletions x-pack/docs/en/security/authentication/configuring-file-realm.asciidoc
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[role="xpack"]
[[configuring-file-realm]]
=== Configuring a file realm

You can manage and authenticate users with the built-in `file` internal realm.
All the data about the users for the `file` realm is stored in two files on each
node in the cluster: `users` and `users_roles`. Both files are located in
`CONFIG_DIR/` and are read on startup.

[IMPORTANT]
==============================
The `users` and `users_roles` files are managed locally by the node and are
**not** managed globally by the cluster. This means that with a typical
multi-node cluster, the exact same changes need to be applied on each and every
node in the cluster.
A safer approach would be to apply the change on one of the nodes and have the
files distributed or copied to all other nodes in the cluster (either manually
or using a configuration management system such as Puppet or Chef).
==============================

The `file` realm is added to the realm chain by default. You don't need to
explicitly configure a `file` realm.

For more information about file realms, see
{xpack-ref}/file-realm.html[File-based user authentication].

. (Optional) Add a realm configuration of type `file` to `elasticsearch.yml`
under the `xpack.security.authc.realms` namespace. At a minimum, you must set
the realm `type` to `file`. If you are configuring multiple realms, you should
also explicitly set the `order` attribute.
+
--
//See <<ref-users-settings>> for all of the options you can set for a `file` realm.

For example, the following snippet shows a `file` realm configuration that sets
the `order` to zero so the realm is checked first:

[source, yaml]
------------------------------------------------------------
xpack:
security:
authc:
realms:
file1:
type: file
order: 0
------------------------------------------------------------
--

. Restart {es}.

. Add user information to the `CONFIG_DIR/users` file on each node in the
cluster.
+
--
The `users` file stores all the users and their passwords. Each line in the file
represents a single user entry consisting of the username and **hashed** password.

[source,bash]
----------------------------------------------------------------------
rdeniro:$2a$10$BBJ/ILiyJ1eBTYoRKxkqbuDEdYECplvxnqQ47uiowE7yGqvCEgj9W
alpacino:$2a$10$cNwHnElYiMYZ/T3K4PvzGeJ1KbpXZp2PfoQD.gfaVdImnHOwIuBKS
jacknich:$2a$10$GYUNWyABV/Ols/.bcwxuBuuaQzV6WIauW6RdboojxcixBq3LtI3ni
----------------------------------------------------------------------

{security} uses `bcrypt` to hash the user passwords.

While it is possible to modify this files directly using any standard text
editor, we strongly recommend using the <<users-command>> tool to apply the
required changes.

IMPORTANT: As the administrator of the cluster, it is your responsibility to
ensure the same users are defined on every node in the cluster.
{security} does not deliver any mechanism to guarantee this.

--

. Add role information to the `CONFIG_DIR/users_roles` file on each node
in the cluster.
+
--
The `users_roles` file stores the roles associated with the users. For example:

[source,shell]
--------------------------------------------------
admin:rdeniro
power_user:alpacino,jacknich
user:jacknich
--------------------------------------------------

Each row maps a role to a comma-separated list of all the users that are
associated with that role.

You can use the <<users-command>> tool to update this file. You must ensure that
the same changes are made on every node in the cluster.
--

. (Optional) Change how often the `users` and `users_roles` files are checked.
+
--
By default, {security} checks these files for changes every 5 seconds. You can
change this default behavior by changing the `resource.reload.interval.high`
setting in the `elasticsearch.yml` file (as this is a common setting in {es},
changing its value may effect other schedules in the system).
--
105 changes: 5 additions & 100 deletions x-pack/docs/en/security/authentication/file-realm.asciidoc
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@@ -1,8 +1,8 @@
[[file-realm]]
=== File-based User Authentication

You can manage and authenticate users with the built-in `file` internal realm.
With the `file` realm users are defined in local files on each node in the cluster.
You can manage and authenticate users with the built-in `file` realm.
With the `file` realm, users are defined in local files on each node in the cluster.

IMPORTANT: As the administrator of the cluster, it is your responsibility to
ensure the same users are defined on every node in the cluster.
Expand All @@ -20,102 +20,7 @@ realms you specify are used for authentication. To use the

To define users, {security} provides the {ref}/users-command.html[users]
command-line tool. This tool enables you to add and remove users, assign user
roles and manage user passwords.
roles, and manage user passwords.

==== Configuring a File Realm

The `file` realm is added to the realm chain by default. You don't need to
explicitly configure a `file` realm to manage users with the `users` tool.

Like other realms, you can configure options for a `file` realm in the
`xpack.security.authc.realms` namespace in `elasticsearch.yml`.

To configure an `file` realm:

. Add a realm configuration of type `file` to `elasticsearch.yml` under the
`xpack.security.authc.realms` namespace. At a minimum, you must set the realm `type` to
`file`. If you are configuring multiple realms, you should also explicitly set
the `order` attribute. See <<file-realm-settings>> for all of the options you can set
for a `file` realm.
+
For example, the following snippet shows a `file` realm configuration that sets
the `order` to zero so the realm is checked first:
+
[source, yaml]
------------------------------------------------------------
xpack:
security:
authc:
realms:
file1:
type: file
order: 0
------------------------------------------------------------

. Restart Elasticsearch.

[[file-realm-settings]]
===== File Realm Settings

See {ref}/security-settings.html#ref-users-settings[File Realm Settings].

==== A Look Under the Hood

All the data about the users for the `file` realm is stored in two files, `users`
and `users_roles`. Both files are located in `CONFIG_DIR/x-pack/` and are read
on startup.

By default, {security} checks these files for changes every 5 seconds. You can
change this default behavior by changing the `resource.reload.interval.high` setting in
the `elasticsearch.yml` file (as this is a common setting in Elasticsearch,
changing its value may effect other schedules in the system).

[IMPORTANT]
==============================
These files are managed locally by the node and are **not** managed
globally by the cluster. This means that with a typical multi-node cluster,
the exact same changes need to be applied on each and every node in the
cluster.
A safer approach would be to apply the change on one of the nodes and have the
`users` and `users_roles` files distributed/copied to all other nodes in the
cluster (either manually or using a configuration management system such as
Puppet or Chef).
==============================

While it is possible to modify these files directly using any standard text
editor, we strongly recommend using the {ref}/users-command.html[`bin/elasticsearch-users`]
command-line tool to apply the required changes.

[float]
[[users-file]]
===== The `users` File
The `users` file stores all the users and their passwords. Each line in the
`users` file represents a single user entry consisting of the username and
**hashed** password.

[source,bash]
----------------------------------------------------------------------
rdeniro:$2a$10$BBJ/ILiyJ1eBTYoRKxkqbuDEdYECplvxnqQ47uiowE7yGqvCEgj9W
alpacino:$2a$10$cNwHnElYiMYZ/T3K4PvzGeJ1KbpXZp2PfoQD.gfaVdImnHOwIuBKS
jacknich:$2a$10$GYUNWyABV/Ols/.bcwxuBuuaQzV6WIauW6RdboojxcixBq3LtI3ni
----------------------------------------------------------------------

NOTE: {security} uses `bcrypt` to hash the user passwords.

[float]
[[users_defining-roles]]
==== The `users_roles` File

The `users_roles` file stores the roles associated with the users, as in the
following example:

[source,shell]
--------------------------------------------------
admin:rdeniro
power_user:alpacino,jacknich
user:jacknich
--------------------------------------------------

Each row maps a role to a comma-separated list of all the users that are
associated with that role.
For more information, see
{ref}/configuring-file-realm.html[Configuring a file realm].
4 changes: 3 additions & 1 deletion x-pack/docs/en/security/configuring-es.asciidoc
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@@ -1,6 +1,6 @@
[role="xpack"]
[[configuring-security]]
== Configuring Security in {es}
== Configuring security in {es}
++++
<titleabbrev>Configuring Security</titleabbrev>
++++
Expand Down Expand Up @@ -72,6 +72,7 @@ user API.

. Choose which types of realms you want to use to authenticate users.
** <<configuring-ad-realm,Configure an Active Directory realm>>.
** <<configuring-file-realm,Configure a file realm>>.
** <<configuring-pki-realm,Configure a PKI realm>>.

. Set up roles and users to control access to {es}.
Expand Down Expand Up @@ -133,6 +134,7 @@ include::securing-communications/configuring-tls-docker.asciidoc[]
include::securing-communications/enabling-cipher-suites.asciidoc[]
include::securing-communications/separating-node-client-traffic.asciidoc[]
include::authentication/configuring-active-directory-realm.asciidoc[]
include::authentication/configuring-file-realm.asciidoc[]
include::authentication/configuring-pki-realm.asciidoc[]
include::{xes-repo-dir}/settings/security-settings.asciidoc[]
include::{xes-repo-dir}/settings/audit-settings.asciidoc[]

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