Types of Configuration

The ForgeRock Identity Platform uses two types of configuration: static configuration and dynamic configuration.

Static Configuration

Static configuration consists of properties and settings used by the ForgeRock Identity Platform. Examples of static configuration include AM realms, AM authentication trees, IDM social identity provider definitions, and IDM data mapping models for reconciliation.

Static configuration is stored in JSON configuration files. Because of this, static configuration is also referred to as file-based configuration.

You build static configuration into the am and idm Docker images during development, using the following general process:

  1. Change the AM or IDM configuration in the CDK using the UIs and APIs.

  2. Export the changes to your forgeops repository clone.

  3. Build a new AM or IDM Docker image that contains the updated configuration.

  4. Restart ForgeRock Identity Platform services using the new Docker images.

  5. Test your changes. Incorrect changes to static configuration might cause the platform to become inoperable.

  6. Promote your changes to your test and production environments as desired.

See am Image and idm Image for more detailed steps.

In ForgeRock Identity Platform deployments, static configuration is immutable. Do not change static configuration in testing or production. Instead, if you need to change static configuration, return to the development phase, make your changes, and build new custom Docker images that include the changes. Then, promote the new images to your test and production environments.

Dynamic Configuration

Dynamic configuration consists of access policies, applications, and data objects used by the ForgeRock Identity Platform. Examples of dynamic configuration include AM access policies, AM agents, AM OAuth 2.0 client definitions, IDM identities, and IDM relationships.

Dynamic configuration can change at any time, including when the platform is running in production.

You’ll need to devise a strategy for managing AM and IDM dynamic configuration, so that you can:

  • Extract sample dynamic configuration for use by developers.

  • Back up and restore dynamic configuration.

Tips for Managing AM Dynamic Configuration

You can use one or both of the following techniques to manage AM dynamic configuration:

  • Use the amster utility to manage AM dynamic configuration. For example:

    1. Make modifications to AM dynamic configuration by using the AM console.

    2. Export the AM dynamic configuration to your local file system by using the amster utility. You might manage these files in a Git repository. For example:

      $ cd /path/to/forgeops/bin
      $ ./amster export ~/Desktop/amster 
      Cleaning up amster components
      Deploying amster
      job.batch/amster created
      Waiting for amster job to complete. This can take several minutes.
      pod/amster-c8r2l condition met
      tar: Removing leading `/' from member names
      Updating amster config.
      A userpassword key found in /Users/me/Desktop/amster/realms/root/OAuth2Clients/Test.json but no replacement rule was found, using default
      /Users/me/Desktop/amster/realms/root/OAuth2Clients/Test.json has password changed to &{realms.root.OAuth2Clients.Test.userpassword}
      Updating amster config complete.
      Cleaning up amster components
      job.batch "amster" deleted
    3. If desired, import these files into another AM deployment by using the amster import command.

    Note that the amster utility automatically converts passwords in AM dynamic configuration to configuration expressions. Because of this, passwords in AM configuration files will not appear in cleartext. For details about how to work with dynamic configuration that has passwords and other properties specified as configuration expressions, see Export Utilities and Configuration Expressions.

  • Write REST API applications to import and export AM dynamic configuration. For more information, see Rest API in the AM documentation.

Tips for Managing IDM Dynamic Configuration

You can use one or both of the following techniques to manage IDM dynamic configuration:

  • Migrate dynamic configuration by using IDM’s Data Migration Service. For more information, see Migrate Data in the IDM documentation.

  • Write REST API applications to import and export IDM dynamic configuration. For more information, see the Rest API Reference in the IDM documentation.

Configuration Profiles

A ForgeRock Identity Platform configuration profile is a named set of configuration that describes the operational characteristics of a running ForgeRock deployment. A configuration profile consists of:

  • AM static configuration

  • IDM static configuration

Configuration profiles reside in two locations in the forgeops repository:

  • The master directory. Holds a canonical configuration profile for the CDK and user-customized configuration profiles. User-customized configuration profiles in this directory are considered to be the source of truth for ForgeRock Identity Platform deployments.

    The master directory for configuration profiles is located at the path /path/to/forgeops/config/7.0. Use Git to manage the configuration profiles in this directory.

  • The staging area. Holds a single configuration profile. You copy a profile from the master directory to the staging area before building a customized Docker image for the ForgeRock Identity Platform.

    The staging area is located in subdirectories of the path, /path/to/forgeops/docker/7.0. Configuration profiles copied to the staging area are transient and are not managed with Git.

The script lets you copy configuration profiles between the master directory and the staging area. You run this script before you build customized Docker images for the platform. The script lets you specify which configuration profile to copy to the staging area. The cdk build command uses the profile that’s been copied to the staging area when it builds a Docker image.

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