Setup and Installation

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The use of the User Sync tool depends on your enterprise having set up product configurations in the Adobe Admin Console. For more information about how to do this, see the Configure Services help page.

Set up a User Management API integration on Adobe I/O

The User Sync tool is a client of the User Management API. Before you install the tool, you must register it as a client of the API by adding an integration in the Adobe I/O Developer Portal. You will need to add an Enterprise Key integration in order to obtain the credentials the tool needs to access the Adobe User Management system.

The steps required for creating an integration are described in detail in the Adobe I/O Authentication Overview section of the Adobe I/O website. Look for the sections on Service Account Authentication. The process requires that you create an integration-specific certificate, which may self-signed. When the process is complete, you will be assigned an API key, a Technical account ID, an Organization ID, and a client secret that the tool will use, along with your cerficate information, to communicate securely with the Admin Console. When you install the User Sync tool, you must provide these as configuration values that the tool requires to access your organization’s user information store in Adobe.

Additional information is available in the UMAPI documentation available here or here.

Set up product-access synchronization

If you plan to use the User Sync tool to update user access to Adobe products, you must create groups in your own enterprise directory that correspond to the user groups and product configurations that you have defined in the Adobe Admin Console. Membership in a product configuration grants access to a particular set of Adobe products. You can grant or revoke access to users or to defined user groups by adding or removing them from a product configuration.

The User Sync tool can grant product access to users by adding users to user groups and product configurations based on their enterprise directory memberships, as long as the group names are correctly mapped and you run the tool with the option to process group memberships.

If you plan to use the tool in this way, you must map your enterprise directory groups to their corresponding Adobe groups in the main configuration file. To do this, you must ensure that the groups exist on both sides, and that you know the exact corresponding names.

Check your products and product configurations

Before you start configuring User Sync, you must know what Adobe products your enterprise uses, and what product configurations and user groups are defined in the Adobe User Management system. For more information, see the help page for configuring enterprise services.

If you do not yet have any product configurations, you can use the Console to create them. You must have some, and they must have corresponding groups in enterprise directory, in order to configure User Sync to update your user entitlement information.

The names of product configurations generally identify the types of product access that users will need, such as All Access or Individual Product Access. To check the exact names, go to the Products section in the Adobe Admin Console to see the products that are enabled for your enterprise. Click a product to see the details of product configurations that have been defined for that product.

Create corresponding groups in your enterprise directory

Once you have defined user groups and product configurations in the Adobe Admin Console, you must create and name corresponding groups in your own enterprise directory. For example, a directory group corresponding to a “All Apps” product configuration might be called “all_apps”.

Make a note of the names you choose for these groups, and which Adobe groups they correspond to. You will use this to set up a mapping in the main User Sync configuration file. See details in the Configure group mapping section below.

It is a best practice to note in the description field of the Product Configuration or User Group that the group is managed by User Sync and should not be edited in the Admin Console.

Figure 2: Group Mapping Overview

Installing the User Sync tool

System requirements

The User Sync tool is implemented using Python, and requires Python version 2.7.9 or higher. For each environment in which you intend to install, configure and run the script, you must make sure that Python has been installed on the operating system before moving to the next step. For more information, see the Python web site.

The tool is built using a Python LDAP package, pyldap, which in turn is built on the OpenLDAP client library. Windows Server, Apple OSX and many flavors of Linux have an OpenLDAP client installed out of the box. However, some UNIX operating systems, such as OpenBSD and FreeBSD do not have this included in the base installation.

Check your environment to be sure that an OpenLDAP client is installed before running the script. If it is not present in your system, you must install it before you install the User Sync tool.

Installation

The User Sync Tool is available from the User Sync repository on GitHub. To install the tool:

  1. Create a folder on your server where you will install the User Sync tool and place the configuration files.

  2. Click the Releases link to locate the latest release, which contains the release notes, sample configuration files, and all the built versions (as well as source archives).

  3. Select and download the compressed package for your platform (the .tar.gz file). Builds for Windows, OSX, Centos, and Ubuntu are available. (If you are building from source, you can download the Source Code package that corresponds to the release, or use the latest source off the master branch.) Python 3 builds are also available for later releases of User Sync.

  4. Locate the Python executable file (user-sync or user-sync.pex for Windows) and place it in your User Sync folder.

  5. Download the example-configurations.tar.gz archive of sample configuration files. Within the archive, there is a folder for “config files – basic”. The first 3 files in this folder are required. Other files in the package are optional and/or alternate versions for specific purposes. You can copy these to your root folder, then rename and edit them to make your own configuration files. (See the following section, Configuring the User Sync Tool.)

  6. In Windows only:

    Before running the user-sync.pex executable in Windows, you might need to work around a Windows-only Python execution issue:

    The Windows operating system enforces a file path length limit of 260 characters. When executing a Python PEX file, it creates a temporary location to extract the contents of the package. If the path to that location exceeds 260 characters, the script will not execute properly.

    By default, the temporary cache is in your home folder, which may cause pathnames to exceed the limit. To work around this issue, create an environment variable in Windows called PEX_ROOT, a set the path to C:\pex. The OS uses this variable for the cache location, which prevents the path from exceeding the 260 character limit.

    This step may not be necessary if:

    • You are running Windows 10
    • You are running Python 3.6 or later, 64 bit version (also called X86-64, for AMD64), and
    • You have enabled the long pathname support in Windows 10 as described in the Maximum Path Length Limitation section of this Microsoft Dev Note. You can also enable long pathname support by pressing the button in the Python Windows executable installer (in the final dialog box, when installation finishes) that performs this action.

    If these conditions are met, you can run without setting PEX_ROOT.

  7. To run the User Sync tool, run the Python executable file, user-sync (or execute python user-sync.pex on Windows).

Security Considerations

Because the User Sync application accesses sensitive information on both the enterprise and Adobe sides, its use involves a number of different files that contain sensitive information. Great care should be taken to keep these files safe from unauthorized access.

User Sync release 2.1 or later allow you to store credentials in the operating system’s secure credential store as an alternative to storing them in files and securing those files, or to store umapi and ldap configuration files in a secure way that you can define. See section Security recommendations for more details.

Configuration files

Configuration files must include sensitive information, such as your Adobe User Management API key, the path to your certificate private key, and the credentials for your enterprise directory (if you have one). You must take necessary steps to protect all configuration files and ensure that only authorized users are able to access them. In particular: do not allow read access to any file containing sensitive information except from the user account that runs the sync process.

If you choose to use the operating system to store credentials, you still create the same configuration files but rather than storing the actual credentials, they store key ids that are used to look up the actual credentials. Details are shown in Security recommendations.

If you are having User Sync access your corporate directory, it must be configured to read from the directory server using a service account. This service account only needs read access and it is recommended that it not be given write access (so that unauthorized disclousre of the credential does not allow write access to whomever receives it).

Certificate files

The files that contains the public and private keys, but especially the private key, contain sensitive information. You must retain the private key securely. It cannot be recovered or replaced. If you lose it or it is compromised, you must delete the corresponding certificate from your account. If necessary, you must create and upload a new certificate. You must protect these files at least as well as you would protect an account name and password. The best practice is to store the private key file in a credential management system, in the operating system secure storage, or use file system protection so that it can only be accessed by authorized users.

Log files

Logging is enabled by default, and outputs all transactions against the User Management API to the console. You can configure the tool to write to a log file as well. The files created during execution are date stamped and written to the file system in a folder specified in the configuration file.

The User Management API treats a user’s email address as the unique identifier. Every action, along with the email address associated with the user, is written to the log. If you choose to log data to files, those files contain this information.

User Sync does not provide any log retention control or management. It starts a new log file every day. If you choose to log data to files, take necessary precautions to manage the lifetime and access to these files.

If your company’s security policy does not allow any personally identifiable information to be persisted on disk, configure the tool to disable logging to file. The tool continues to output the log transactions to the console, where the data is stored temporarily in memory during execution.

Support for the User Sync tool

Adobe Enterprise customers can use their normal support channels to get support for User Sync.

Since this is an open source project, you can also open an issue in GitHub. To help with the debugging process, include your platform, command line options, and any log files that are generated during the application execution in your support request (as long as they contain no confidential information).


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