Autonomous Identity 2022.11.1

Install a Single Node Deployment

This section presents instructions on deploying Autonomous Identity in a single-target machine with Internet connectivity.

Autonomous Identity deployed in a single-node target deployment
Figure 1. A single-node target deployment.

Autonomous Identity 2022.11.0 introduced a new installation script, deployer pro (Deployer for Production), letting customers manage their third-party software dependencies in their particular Autonomous Identity environments. Autonomous Identity 2022.11.1 continues to use this deployer script. For background information about the deployer, refer to About the new deployer pro script.

The procedures presented in this section are generalized examples to help you get acquainted with Autonomous Identity. Consult with your ForgeRock Professional Services or technical partner for specific assistance to install Autonomous Identity within your particular environment.

Summary of the installation steps

To set up the 2022.11.1 deployment, run the following steps:

Prerequisites

For new and clean deployments, the following are prerequisites:

  • Operating System. The target machine requires Red Hat Linux 8/CentOS Stream 8. The deployer machine can use any operating system as long as Docker is installed. For this chapter, we use CentOS Stream 8 as its base operating system.

    Autonomous Identity 2022.11.1 supports Red Hat Linux (RHEL) 7 and 8, CentOS 7, and CentOS Stream 8. If you are upgrading Autonomous Identity on a RHEL 7/CentOS 7, the upgrade to 2022.11 uses RHEL 7/CentOS 7. For new and clean installations, we recommend install Autonomous Identity on RHEL 8 or CentOS Stream 8.
  • Memory Requirements. Make sure you have enough free disk space on the deployer machine before running the deployer.sh commands. We recommend at least 500GB.

  • Default Shell. The default shell for the autoid user must be bash.

  • Deployment Requirements. Autonomous Identity provides a Docker image that creates a deployer.sh script. The script downloads additional images necessary for the installation. To download the deployment images, you must first obtain a registry key to log into the ForgeRock Google Cloud Registry. The registry key is only available to ForgeRock Autonomous Identity customers. For specific instructions on obtaining the registry key, refer to How To Configure Service Credentials (Push Auth, Docker) in Backstage.

  • Database Requirements. Decide which database you are using: Apache Cassandra or MongoDB.

  • IPv4 Forwarding. Many high security environments run their CentOS-based systems with IPv4 forwarding disabled. However, Docker Swarm does not work with a disabled IPv4 forward setting. In such environments, make sure to enable IPv4 forwarding in the file /etc/sysctl.conf:

    net.ipv4.ip_forward=1

Install third-party components

First, set up your GCP virtual machine and install the third-party package dependencies required for the Autonomous Identity deployment:

Install third-party packages:
  1. Create a GCP Red Hat Enterprise Linux (RHEL) 8 or CentOS Stream 8 virtual machine: n2-standard-4 (4 vCPU and 16GB memory). Refer to https://www.centos.org/centos-stream/.

  2. Create an autoid user with the proper privileges to run the installation. For example:

    sudo adduser autoid
    sudo passwd autoid
    echo "autoid ALL=(ALL)  NOPASSWD:ALL" | sudo tee /etc/sudoers.d/autoid
    sudo usermod -aG wheel autoid
    su - autoid
  3. Install the following packages needed in the Autonomous Identity deployment:

    • Java 11. For example, sudo dnf install java-11-openjdk-devel.

    • wget. For example, sudo dnf install wget.

    • unzip. For example, sudo dnf install unzip.

    • elinks. For example, sudo yum install -y elinks.

  4. Install Python 3.8.13.

    1. Refer to https://docs.python.org/release/3.8.13/.

    2. Make sure no other Python versions are installed on the machine. Remove those versions. For example:

      sudo rm -rf /usr/bin/python3
      sudo rm -rf /usr/bin/python3.6
      sudo rm -rf /usr/bin/python3m
      sudo rm -rf /usr/bin/pip3
      sudo rm -rf /usr/bin/easy_install-3
      sudo rm -rf /usr/bin/easy_install-3.6
    3. Create symlinks for python3:

      sudo ln -s /usr/bin/python 3.8 /usr/bin/python3
      sudo ln -s /usr/bin/eash_install-3.8 /usr/bin/easy_install-3
      sudo ln -s /usr/bin/pip3.8 /usr/bin/pip3
  5. Install Cassandra 4.0.6. Refer to https://cassandra.apache.org/doc/latest/cassandra/getting_started/index.html. (For MongoDB installations, follow the instructions in Download MongoDB.)

    1. Log in to the Cassandra shell. For example:

      cassandra/bin/cqlsh <$ipaddress> -u cassandra -p cassandra
    2. Create the Cassandra roles for Autonomous Identity. Refer to https://cassandra.apache.org/doc/latest/cassandra/cql/security.html. For example:

      cassandra/bin/cqlsh <$ipaddress> -u cassandra -p cassandra -e "CREATE ROLE zoran_dba WITH PASSWORD = 'password' AND SUPERUSER = true AND LOGIN = true;"
      cassandra/bin/cqlsh <$ipaddress> -u cassandra -p cassandra -e "CREATE ROLE zoranuser WITH PASSWORD = ''password' AND LOGIN = true;"
      cassandra/bin/cqlsh <$ipaddress> -u zoran_dba -p 'password -e "ALTER ROLE cassandra WITH PASSWORD='randompassword123' AND SUPERUSER=false AND LOGIN = false;"
      cassandra/bin/cqlsh <$ipaddress> -u zoran_dba -p 'password -e "ALTER KEYSPACE "system_auth" WITH REPLICATION = {'class' :'NetworkTopologyStrategy','datacenter1' : 1};"
    3. Configure security for Cassandra. Refer to https://cassandra.apache.org/doc/latest/cassandra/operating/security.html.

  1. Install MongoDB 4.4. Follow the instructions in https://www.mongodb.com/docs/v4.4/tutorial/install-mongodb-on-red-hat/.

    1. Create a MongoDB user with username mongoadmin with admin privileges. Follow the instructions in https://www.mongodb.com/docs/v4.4/core/security-users/.

      For example:

      db.createUser({ user: "mongoadmin",pwd: "~@C~O>@%^()-_+=|<Y*$$rH&&/m#g{?-o!z/1}2??3=!*&", roles: [ { role: "userAdminAnyDatabase", db: "admin" }, "readWriteAnyDatabase" ]})
    2. Set up SSL, refer to https://www.mongodb.com/docs/v4.4/tutorial/configure-ssl/#procedures—​using-net.ssl-settings. For example, the MongoDB configuration file (/etc/mongod.conf) would include a section similar to the following:

      net:
         tls:
            mode: requireTLS
            certificateKeyFile: /etc/ssl/mongodb.pem
            CAFile: /etc/ssl/rootCA.pem
      IMPORTANT

      Make sure that the CN entry in the mongodb.pem certificate is the IP address/hostname of the mongodb instance. You need to add this same CN value to the hosts file during the Autonomous Identity deployment.

    3. Restart the daemon and MongoDB.

      sudo systemctl daemon-reload
      sudo systemctl restart mongod
  2. Install Apache Spark 3.3.1. Refer to https://spark.apache.org/downloads.html.

    1. Configure the SPARK_HOME in your bashrc file. For example:

      SPARK_HOME=/opt/spark/spark-3.3.1-bin-hadoop3
      export PATH=$PATH:$SPARK_HOME/bin:$SPARK_HOME/sbin
    2. Configure authentication on Spark, refer to https://spark.apache.org/docs/latest/security.html#authentication. For example:

      spark.authenticate          true
      spark.authenticate.secret   <your-secret>
    3. Enable and start the Spark main and secondary servers:

      sudo chown -R $USER:USER $SPARK_HOME
    4. Spark 3.3.1 no longer uses log4j1 and has upgraded to log4j2. Copy or move the log4j template file to the log4j2.properties file. For example:

      mv /opt/spark/spark-3.3.1-bin-hadoop3/conf/log4j.properties.template /opt/spark/spark-3.3.1-bin-hadoop3/conf/log4j2.properties
      You will install Apache Livy in a later step. Refer to Install Apache Livy.
  3. Install OpenSearch 1.3.6 and OpenSearch Dashboards 1.3.6. Refer to https://opensearch.org/versions/opensearch-1-3-6.html.

    1. Configure OpenSearch Dashboards using the /opensearch-dashboards/config/opensearch_dashboards.yml file. Refer to https://opensearch.org/docs/1.3/dashboards/install/index/.

    2. Configure TLS/SSL security:

  4. Set up Docker using the procedures in https://docs.docker.com/engine/install/centos/.

Set Up SSH on the Deployer

This section shows how to set up SSH keys for the autoid user to the target machine. This is a critical step and necessary for a successful deployment.

  1. On the deployer machine, change to the SSH directory.

    cd ~/.ssh
  2. Run ssh-keygen to generate a 2048-bit RSA keypair for the autoid user, and then click Enter. Use the default settings, and do not enter a passphrase for your private key.

    ssh-keygen -t rsa -C "autoid"

    The public and private rsa key pair is stored in home-directory/.ssh/id_rsa and home-directory/.ssh/id_rsa.pub.

  3. Copy the SSH key to the autoid-config directory.

    cp id_rsa ~/autoid-config
  4. Change the privileges and owner to the file.

    chmod 400 ~/autoid-config/id_rsa
  5. Copy your public SSH key, id_rsa.pub , to the target machine’s ~/.ssh/authorized_keys folder. If your target system does not have an ~/.ssh/authorized_keys, create it using sudo mkdir -p ~/.ssh, then sudo touch ~/.ssh/authorized_keys.

    This example uses ssh-copy-id to copy the public key to the target machine, which may or may not be available on your operating system. You can also manually copy-n-paste the public key to your ~/.ssh/authorized_keys on the target machine.

    ssh-copy-id -i id_rsa.pub autoid@<Target IP Address>
    The ssh-copy-id command requires that you have public key authentication enabled on the target server. You can enable it by editing the /etc/ssh/sshd_config file on the target machine. For example: sudo vi /etc/ssh/sshd_config, set PubkeyAuthentication yes, and save the file. Next, restart sshd: sudo systemctl restart sshd.
  6. On the deployer machine, test your SSH connection to the target machine. This is a critical step. Make sure the connection works before proceeding with the installation.

    ssh -i ~/.ssh/id_rsa autoid@<Target IP Address>
    
    Last login: Tue Dec 14 14:06:06 2020
  7. While SSH’ing into the target node, set the privileges on your ~/.ssh and ~/.ssh/authorized_keys.

    chmod 700 ~/.ssh && chmod 600 ~/.ssh/authorized_keys
  8. If you successfully accessed the remote server and changed the privileges on the ~/.ssh , enter exit to end your SSH session.

Install Autonomous Identity

Make sure you have the following prerequisites:

  • IP address of machines running OpenSearch, MongoDB, or Cassandra.

  • The Autonomous Identity user should have permission to write to /opt/autoid on all machines

  • To download the deployment images for the install, you still need your registry key to log into the ForgeRock Google Cloud Registry to download the artifacts.

  • Make sure you have the proper OpenSearch certificates with the exact names for both pem and JKS files copied to ~/autoid-config/certs/elastic:

    • esnode.pem

    • esnode-key.pem

    • root-ca.pem

    • elastic-client-keystore.jks

    • elastic-server-truststore.jks

  • Make sure you have the proper MongoDB certificates with exact names for both pem and JKS files copied to ~/autoid-config/certs/mongo:

    • mongo-client-keystore.jks

    • mongo-server-truststore.jks

    • mongodb.pem

    • rootCA.pem

  • Make sure you have the proper Cassandra certificates with exact names for both pem and JKS files copied to ~/autoid-config/certs/cassandra:

    • Zoran-cassandra-client-cer.pem

    • Zoran-cassandra-client-keystore.jks

    • Zoran-cassandra-server-cer.pem

    • zoran-cassandra-server-keystore.jks

    • Zoran-cassandra-client-key.pem

    • Zoran-cassandra-client-truststore.jks

    • Zoran-cassandra-server-key.pem

    • Zoran-cassandra-server-truststore.jks

Install Autonomous Identity:
  1. Create the autoid-config directory.

    mkdir autoid-config
  2. Change to the directory.

    cd autoid-config
  3. Log in to the ForgeRock Google Cloud Registry using the registry key. The registry key is only available to ForgeRock Autonomous Identity customers. For specific instructions on obtaining the registry key, refer to How To Configure Service Credentials (Push Auth, Docker) in Backstage.

    docker login -u _json_key -p "$(cat autoid_registry_key.json)" https://gcr.io/forgerock-autoid

    The following output is displayed:

    Login Succeeded
  4. Run the create-template command to generate the deployer.sh script wrapper and configuration files. Note that the command sets the configuration directory on the target node to /config. The --user parameter eliminates the need to use sudo while editing the hosts file and other configuration files.

    docker run --user=$(id -u) -v ~/autoid-config:/config -it https://gcr.io/forgerock-autoid/deployer-pro:2022.11.1 create-template
  5. Create a certificate directory for elastic.

    mkdir -p autoid-config/certs/elastic
  6. Copy the OpenSearch certificates and JKS files to autoid-config/certs/elastic.

  7. Create a certificate directory for MongoDB.

    mkdir -p autoid-config/certs/mongo
  8. Copy the MongoDB certificates and JKS files to autoid-config/certs/mongo.

  9. Create a certificate directory for Cassandra.

    mkdir -p autoid-config/certs/cassandra
  10. Copy the Cassandra certificates and JKS files to autoid-config/certs/cassandra.

  11. Update the hosts file with the IP addresses of the machines. The hosts file must include the IP addresses for Docker nodes, Spark main/livy, and the MongoDB master. While the deployer pro does not install or configure the MongoDB main server, the entry is required to run the MongoDB CLI to seed the Autonomous Identity schema.

    [docker-managers]
    
    [docker-workers]
    
    [docker:children]
    docker-managers
    docker-workers
    
    [spark-master-livy]
    
    [cassandra-seeds]
    #For replica sets, add the IPs of all Cassandra nodes
    
    [mongo_master]
    # Add the MongoDB main node in the cluster deployment
    # For example: 10.142.15.248 mongodb_master=True
    
    [odfe-master-node]
    # Add only the main node in the cluster deployment
    
    [kibana-node]
    # Please add only the master node in cluster deployment
  12. Update the vars.yml file:

    1. Set db_driver_type to mongo or cassandra.

    2. Set elastic_host, elastic_port, and elastic_user properties.

    3. Set kibana_host.

    4. Set the Apache livy install directory.

    5. Ensure the elastic_user, elastic_port, and mongo_part are correctly configured.

    6. Update the vault.yml passwords for elastic and mongo to refect your installation.

    7. Set the Cassandra-related parameters in the vars.yml file. Default values are:

      cassandra:
        enable_ssl: "true"
        contact_points: 10.142.15.248 # comma separated values in case of replication set
        port: 9042
        username: zoran_dba
        cassandra_keystore_password: "Acc#1234"
        cassandra_truststore_password: "Acc#1234"
        ssl_client_key_file: "zoran-cassandra-client-key.pem"
        ssl_client_cert_file: "zoran-cassandra-client-cer.pem"
        ssl_ca_file: "zoran-cassandra-server-cer.pem"
        server_truststore_jks: "zoran-cassandra-server-truststore.jks"
        client_truststore_jks: "zoran-cassandra-client-truststore.jks"
        client_keystore_jks: "zoran-cassandra-client-keystore.jks"
  13. Download images:

    ./deployer.sh download-images
  1. Install Apache Livy.

    • The official release of Apache Livy does not support Apache Spark 3.3.1. Use the zip file located at autoid-config/apache-livy/apache-livy-0.8.0-incubating-SNAPSHOT-bin.zip to install Apache Livy on the Spark-Livy machine.

    • For Livy configuration, refer to https://livy.apache.org/get-started/.

  2. On the Spark-Livy machine, run the following commands to install the python package dependencies:

    1. Change to the /opt/autoid directory:

      cd /opt/autoid
    2. Create a requirements.txt file with the following content:

      six==1.11
      certifi==2019.11.28
      python-dateutil==2.8.1
      jsonschema==3.2.0
      cassandra-driver
      numpy==1.19.5
      pyarrow==0.16.0
      wrapt==1.11.0
      PyYAML==5.4
      requests
      pymongo
      pandas==1.0.5
      tabulate
      openpyxl
    3. Install the requirements file:

      pip3 install -r requirements.txt
  3. Make sure that the /opt/autoid directory exists and that it is both readable and writable.

  4. Run the deployer script:

    ./deployer.sh run
  5. On the Spark-Livy machine, run the following commands to install the Python egg file:

    1. Install the egg file:

      sudo /usr/local/bin/pip3.8 install setuptools==46.00
      cd /opt/autoid/eggs
      sudo /usr/local/bin/easy_install-3.8 autoid_analytics-2021.3-py3.6.egg
    2. Source the .bashrc file:

      source ~/.bashrc
    3. Restart Spark and Livy.

      ./spark/sbin/stop-all.sh
      ./livy/bin/livy-server stop
      
      ./spark/sbin/start-all.sh
      ./livy/bin/livy-server start

Resolve Hostname

After installing Autonomous Identity, set up the hostname resolution for your deployment.

Resolve the hostname:
  1. Configure your DNS servers to access Autonomous Identity dashboard on the target node. The following domain names must resolve to the IP address of the target node: <target-environment>-ui.<domain-name>.

  2. If DNS cannot resolve target node hostname, edit it locally on the machine that you want to access Autonomous Identity using a browser. Open a text editor and add an entry in the /etc/hosts (Linux/Unix) file or C:\Windows\System32\drivers\etc\hosts (Windows) for the self-service and UI services for each managed target node.

    <Target IP Address>  <target-environment>-ui.<domain-name>

    For example:

    34.70.190.144  autoid-ui.forgerock.com
  3. If you set up a custom domain name and target environment, add the entries in /etc/hosts. For example:

    34.70.190.144  myid-ui.abc.com

    For more information on customizing your domain name, see Customize Domains.

Access the Dashboard

Access the Autonomous Identity console UI:
  1. Open a browser. If you set up your own url, use it for your login.

  2. Log in as a test user.

    test user: bob.rodgers@forgerock.com
    password: <password>

Check Apache Cassandra

Check Cassandra:
  1. Make sure Cassandra is running in cluster mode. For example

    /opt/autoid/apache-cassandra-3.11.2/bin/nodetool status

Check MongoDB

Check MongoDB:
  1. Make sure MongoDB is running. For example:

    mongo --tls \
    --host <Host IP> \
    --tlsCAFile /opt/autoid/mongo/certs/rootCA.pem  \
    --tlsAllowInvalidCertificates  \
    --tlsCertificateKeyFile /opt/autoid/mongo/certs/mongodb.pem

Check Apache Spark

Check Spark:
  1. SSH to the target node and open Spark dashboard using the bundled text-mode web browser

    elinks http://localhost:8080

    Spark Master status should display as ALIVE and worker(s) with State ALIVE.

    Click to See an Example of the Spark Dashboard
    Spark Dashboard

Start the Analytics

If the previous installation steps all succeeded, you must now prepare your data’s entity definitions, data sources, and attribute mappings prior to running your analytics jobs. These step are required and are critical for a successful analytics process.

For more information, see Set Entity Definitions.

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