Roles, Accounts, Users, and Domains¶
A role represents a set of allowed functions. All CloudStack accounts have a role attached to them that enforce access rules on them to be allowed or disallowed to make an API request. Typically there are four default roles: root admin, resource admin, domain admin and user. Newer roles have been added which include Read-Only Admin, Read-Only User, Support Admin and Support User which are in turn based on the aforementioned roles.
An account typically represents a customer of the service provider or a department in a large organization. Multiple users can exist in an account.
Accounts are grouped by domains. Domains usually contain multiple accounts that have some logical relationship to each other and a set of delegated administrators with some authority over the domain and its subdomains. For example, a service provider with several resellers could create a domain for each reseller.
Beside the Root Administrator type of account (available in the root domain only), two different types of accounts can be created for each domain: Domain Administrator and User.
Users are like aliases in the account. Users in the same account are not isolated from each other, but they are isolated from users in other accounts. Most installations need not surface the notion of users; they just have one user per account. The same user cannot belong to multiple accounts.
Username is unique in a domain across accounts in that domain. The same username can exist in other domains, including sub-domains. Domain name can repeat only if the full pathname from root is unique. For example, you can create root/d1, as well as root/foo/d1, and root/sales/d1.
Administrators are accounts with special privileges in the system. There may be multiple administrators in the system. Administrators can create or delete other administrators, and change the password for any user in the system.
Domain administrators can perform administrative operations for users who belong to that domain. Domain administrators do not have visibility into physical servers or other domains.
Root administrators have complete access to the system, including managing templates, service offerings, customer care administrators, and domains
Read Only Administrator¶
A restricted admin role in which an account is only allowed to perform any list, get or find operations but not perform any other operation which can change the infrastructure, configuration or user resources.
Read Only User¶
A restricted user role in which an account is only allowed to perform list, get or find operations. It can be used by users who may only be interested in monitoring and usage of resources.
A restricted admin role in which an admin account is limited to perform axilary support and maintenance tasks which do not directly affect the infrastucture, such as creating offerings, and put resources in maintenance, but cannot change the infrastructure such as physical networks.
A restricted user role in which an account cannot create or destroy resources, but can view resources and perform auxilary and support operations such as start or stop VMs, attach or detach volumes, ISOs etc.
Resources belong to the account, not individual users in that account. For example, billing, resource limits, and so on are maintained by the account, not the users. A user can operate on any resource in the account provided the user has privileges for that operation. The privileges are determined by the role. A root administrator can change the ownership of any virtual machine from one account to any other account by using the assignVirtualMachine API. A domain or sub-domain administrator can do the same for VMs within the domain from one account to any other account in the domain or any of its sub-domains.
Using Dynamic Roles¶
In addition to the default roles, the dynamic role-based API checker feature allows CloudStack root admins to create new roles with customized permissions. The allow/deny rules can be configured dynamically during runtime without restarting the management server(s).
in versions before 4.16.1, any user given the custom roles that include permission to create and/or update accounts will have the ability to assign new custom roles to themsevles or other users, irrespective of the privileges given in those roles. This could allow such a user to escalate their own privileges to include any API they might not have had before. Therefore, the dynamic roles should be carefully designed and the createAccount and updateAccount privileges should only be given to users who you are content to have this level of privilege.
Since 4.16.1 a user will be prevented to create an account with a role that has any permissions that they do not have themselves. This check will also be performed, since that version, on updating an account-role.
For backward compatiblity, all roles resolve to one of the four role types: admin, resource admin, domain admin and user. A new role can be created using the roles tab in the UI and specifying a name, either a role type or ID of existing role, and optionally a description. When a new role is created using ID of existing role, all the rules of the existing role are copied to the new role and these rules can be modified as desired.
Role specific rules can be either configured through the rules tab on role specific details page or imported from a CSV file while creating a new role with role type. A rule is either an API name or a wildcard string that are one of allow or deny permission and optionally a description. These rules can be exported to a CSV file, name defaulted to “<RoleName>_<RoleType>.csv”.
CSV file format:
rule,permission,description <Rule1>,<Permission1>,<Description1> <Rule2>,<Permission2>,<Description2> <Rule3>,<Permission3>,<Description3> … so on
When a user makes an API request, the backend checks the requested API against configured rules (in the order the rules were configured) for the caller user-account’s role. It will iterate through the rules and would allow the API request if the API matches an allow rule, else if it matches a deny rule it would deny the request. Next, if the request API fails to match any of the configured rules it would allow if the requested API’s default authorized annotaions allow that user role type and finally deny the user API request if it fails to be explicitly allowed/denied by the role permission rules or the default API authorize annotations. Note: to avoid root admin being locked out of the system, all root admin accounts are allowed all APIs.
The dynamic-roles feature is enabled by default only for all new CloudStack installations since version 4.9.x.
After an upgrade, existing deployments can be migrated to use this feature by
running a migration tool by the CloudStack admin. The migration tool is located
NOTE: If you have not changed your commands.properties file at any time, then it is recommended to use the -D (default) option as otherwise new API commands may not be added to the dynamic roles database.
During migration, this tool enables an internal flag in the database,
copies existing static role-based rules from provided commands.properties file
/etc/cloudstack/management/commands.properties) to the database
and renames the commands.properties file (typically to
/etc/cloudstack/management/commands.properties.deprecated). The migration
process does not require restarting the management server(s).
migrate-dynamicroles.py [options] [-h for help]
|-b DB||The name of the database, default: cloud|
|-u USER||User name a MySQL user with privileges on cloud database, default: cloud|
|-p PASSWORD||Password of a MySQL user with privileges on cloud database|
|-H HOST||Host or IP of the MySQL server|
|-P PORT||Host or IP of the MySQL server, default: 3306|
|-f FILE||The commands.properties file, default: /etc/cloudstack/management/commands.properties|
|-d||Dry run and debug operations this tool will perform|
|-D||Use the default configuration for Dynamic Roles (does not import commands.properties)|
sudo python /usr/share/cloudstack-common/scripts/util/migrate-dynamicroles.py -u cloud -p cloud -H localhost -P 3306 -f /etc/cloudstack/management/commands.properties sudo python /usr/share/cloudstack-common/scripts/util/migrate-dynamicroles.py -u cloud -p cloud -H localhost -P 3306 -D
If you’ve multiple management servers, remove or rename the commands.properties file on all management servers typically in /etc/cloudstack/management path, after running the migration tool for the first management server
Dedicating Resources to Accounts and Domains¶
The root administrator can dedicate resources to a specific domain or account that needs private infrastructure for additional security or performance guarantees. A zone, pod, cluster, or host can be reserved by the root administrator for a specific domain or account. Only users in that domain or its subdomain may use the infrastructure. For example, only users in a given domain can create guests in a zone dedicated to that domain.
There are several types of dedication available:
- Explicit dedication. A zone, pod, cluster, or host is dedicated to an account or domain by the root administrator during initial deployment and configuration.
- Strict implicit dedication. A host will not be shared across multiple accounts. For example, strict implicit dedication is useful for deployment of certain types of applications, such as desktops, where no host can be shared between different accounts without violating the desktop software’s terms of license.
- Preferred implicit dedication. The VM will be deployed in dedicated infrastructure if possible. Otherwise, the VM can be deployed in shared infrastructure.
How to Dedicate a Zone, Cluster, Pod, or Host to an Account or Domain¶
For explicit dedication: When deploying a new zone, pod, cluster, or host, the root administrator can click the Dedicated checkbox, then choose a domain or account to own the resource.
To explicitly dedicate an existing zone, pod, cluster, or host: log in as the root admin, find the resource in the UI, and click the Dedicate button.
For implicit dedication: The administrator creates a compute service offering and in the Deployment Planner field, chooses ImplicitDedicationPlanner. Then in Planner Mode, the administrator specifies either Strict or Preferred, depending on whether it is permissible to allow some use of shared resources when dedicated resources are not available. Whenever a user creates a VM based on this service offering, it is allocated on one of the dedicated hosts.
How to Use Dedicated Hosts¶
To use an explicitly dedicated host, use the explicit-dedicated type of affinity group (see “Affinity Groups”). For example, when creating a new VM, an end user can choose to place it on dedicated infrastructure. This operation will succeed only if some infrastructure has already been assigned as dedicated to the user’s account or domain.
Behavior of Dedicated Hosts, Clusters, Pods, and Zones¶
The administrator can live migrate VMs away from dedicated hosts if desired, whether the destination is a host reserved for a different account/domain or a host that is shared (not dedicated to any particular account or domain). CloudStack will generate an alert, but the operation is allowed.
Dedicated hosts can be used in conjunction with host tags. If both a host tag and dedication are requested, the VM will be placed only on a host that meets both requirements. If there is no dedicated resource available to that user that also has the host tag requested by the user, then the VM will not deploy.
If you delete an account or domain, any hosts, clusters, pods, and zones that were dedicated to it are freed up. They will now be available to be shared by any account or domain, or the administrator may choose to re-dedicate them to a different account or domain.
System VMs and virtual routers affect the behavior of host dedication. System VMs and virtual routers are owned by the CloudStack system account, and they can be deployed on any host. They do not adhere to explicit dedication. The presence of system vms and virtual routers on a host makes it unsuitable for strict implicit dedication. The host can not be used for strict implicit dedication, because the host already has VMs of a specific account (the default system account). However, a host with system VMs or virtual routers can be used for preferred implicit dedication.
Using an LDAP Server for User Authentication¶
You can use an external LDAP server such as Microsoft Active Directory or ApacheDS to authenticate CloudStack end-users. CloudStack will search the external LDAP directory tree starting at a specified base directory and gets user info such as first name, last name, email and username.
Starting with CloudStack 4.11, an LDAP connection per domain can be defined. In this domain autosync per account can be configured, keeping the users in the domain up to date with their group membership in LDAP.
A caveat with this is that ApacheDS does not yet support the virtual ‘memberOf’ attribute needed to check if a user moved to another account. Microsoft AD and OpenLDAP as well as OpenDJ do support this. It is a planned feature for ApacheDS that can be tracked in https://issues.apache.org/jira/browse/DIRSERVER-1844.
There are now three ways to link LDAP users to CloudStack users. These three ways where developed as extensions on top of each other.
To authenticate, in all three cases username and password entered by the user are used.
manual import. A user is explicitely mapped to a domain/account and created as a user in that account.
- CloudStack does a search for a user with the given username.
- If it exists, it checks if the user is enabled.
- If the user is enabled, CloudStack searches for it in LDAP
by the configured
- If the LDAP user is found, CloudStack does a bind request with the returned principal for that LDAP user and the entered password.
- The authentication result from LAP is honoured.
autoimport. A domain is configured to import any user if it does not yet exist in that domain. For these users, an account in the same name as the user is automatically created and the user is created in that account.
- If the domain is configured to be used with LDAP,
- CloudStack searches for it in LDAP by the configured
- If an LDAP user is found, CloudStack does a bind request with the returned principal for that LDAP user and the entered password.
- If LDAP authentication checks out, CloudStack checks if the
authenticated user exists in the domain it is trying to log
- If the user exists in CloudStack, it is ensured to be enabled.
- If it doesn’t exist it is created in a new account with the username as names for both account and user.
- In case authentication fails the user will be disabled in
cloudstack after the configured
incorrect.login.attempts.allowednumber of attempts.
autosync. A domain is configured to use a LDAP server and in this domain a number of accounts are ‘mapped’ against LDAP groups. Any user that is in one of these configured accounts will be checked against the current state of LDAP and if they exist they will be asserted to be in the right account according to their LDAP group. If they do not exist in LDAP they will be disabled in CloudStack.
- If the domain is configured to be used by LDAP,
- CloudStack searches for it in LDAP by the configured
- If an LDAP user is found, it is checked for
memberships of mapped account, i.e. accounts for which LDAP
groups are configured.
- If the LDAP user has 0, 2 or more memberships the account is disabled and authentication fails.
- CloudStack then does a bind request with the returned principal for that LDAP user and the entered password.
- If no CloudStack user exists it is created in the appropriate account.
- If a CloudStack user exists but is not in the appropriate account its credentials will be moved.
To set up LDAP authentication in CloudStack, call the CloudStack API
addLdapConfiguration and provide Hostname or IP address
and listening port of the LDAP server. Optionally a domain id can be
given for the domain for which this LDAP connection is valid. You could
configure multiple servers as well, for the same domain. These are expected to be
replicas. If one fails, the next one is used.
cloudmonkey add ldapconfiguration hostname=localhost\ port=389\ domainid=12345678-90ab-cdef-fedc-ba0987654321
This is all that is required to enable the manual importing of LDAP users, the LisLdapUsers API can be used to query for users to import.
For the auto import method, a CloudStack Domain needs to be linked to LDAP. For instance
cloudmonkey link domaintoldap domainid=12345678-90ab-cdef-fedc-ba0987654321\ accounttype=2\ ldapdomain="ou=people,dc=cloudstack,dc=apache,dc=org"\ type=OU
When you want to use auto sync, no domain is linked to ldap but one or more accounts. Within a CloudStack domain one needs to link accounts to LDAP groups. The linkage of the domain is implicit and nit needed to be applied through the API call described above.
#!/bin/bash [ -z "$LDAP1PASSWORD" -o -z "$LDAP2PASSWORD" ] && exit 1 ROOTDOMAIN=`cloudmonkey -d json list domains name=ROOT filter=id | jq .domain.id` # mapping domain and account(s) from ldap server 1 MAPPEDDOMAIN1=`cloudmonkey -d json create domain name=mappedDomain1 parentdomainid=$ROOTDOMAIN | jq .domain.id` cloudmonkey -d json add ldapconfiguration hostname=10.1.2.5 port=389 domainid=$MAPPEDDOMAIN1 cloudmonkey -d json update configuration domainid=$MAPPEDDOMAIN1 name="ldap.basedn" value="dc=cloudstack,dc=apache,dc=org" cloudmonkey -d json update configuration domainid=$MAPPEDDOMAIN1 name='ldap.bind.principal' value='cn=admin,dc=cloudstack,dc=apache,dc=org' cloudmonkey -d json update configuration domainid=$MAPPEDDOMAIN1 name='ldap.bind.password' value=$LDAP1PASSWORD cloudmonkey -d json update configuration domainid=$MAPPEDDOMAIN1 name='ldap.search.group.principle' value='cn=AcsAccessGroup,dc=cloudstack,dc=apache,dc=org' cloudmonkey -d json update configuration domainid=$MAPPEDDOMAIN1 name='ldap.user.memberof.attribute' value='memberOf' cloudmonkey -d json ldap createaccount account='seniors' accounttype=2 domainid=$MAPPEDDOMAIN1 username=guru cloudmonkey -d json link accounttoldap account='seniors' accounttype=2 domainid=$MAPPEDDOMAIN1 ldapdomain='cn=AcsSeniorAdmins,ou=AcsGroups,dc=cloudstack,dc=apache,dc=org' type=GROUP cloudmonkey -d json ldap createaccount account='juniors' accounttype=0 domainid=$MAPPEDDOMAIN1 username=bystander cloudmonkey -d json link accounttoldap account='juniors' accounttype=0 domainid=$MAPPEDDOMAIN1 ldapdomain='cn=AcsJuniorAdmins,ou=AcsGroups,dc=cloudstack,dc=apache,dc=org' type=GROUP
In addition to those shown in the example script above, the following configuration items can be configured (the default values are for openldap)
ldap.basedn: Sets the basedn for LDAP. Ex: OU=APAC,DC=company,DC=com
ldap.bind.password: DN and password for a user who can list all the users in the above basedn. Ex: CN=Administrator, OU=APAC, DC=company, DC=com
ldap.user.object: object type of users within LDAP. Defaults value is user for AD and interorgperson for openldap.
ldap.email.attribute: email attribute within ldap for a user. Default value for AD and openldap is mail.
ldap.firstname.attribute: firstname attribute within ldap for a user. Default value for AD and openldap is givenname.
ldap.lastname.attribute: lastname attribute within ldap for a user. Default value for AD and openldap is sn.
ldap.username.attribute: username attribute for a user within LDAP. Default value is SAMAccountName for AD and uid for openldap.
Restricting LDAP users to a group:¶
ldap.search.group.principle: this is optional and if set only users from this group are listed.
If the LDAP server requires SSL, you need to enable the below configurations. Before enabling SSL for LDAP, you need to get the certificate which the LDAP server is using and add it to a trusted keystore. You will need to know the path to the keystore and the password.
ldap.truststore: truststore path
ldap.truststore.password: truststore password
ldap.group.object: object type of groups within LDAP. Default value is group for AD and groupOfUniqueNames for openldap.
ldap.group.user.uniquemember: attribute for uniquemembers within a group. Default value is member for AD and uniquemember for openldap.
Once configured, on Add Account page, you will see an “Add LDAP Account” button which opens a dialog and the selected users can be imported.
You could also use api commands:
listLdapUsers, to list users in LDAP that could or would be imported in CloudStack
ldapCreateAccount, to manually create a user in a specific account
importLdapUsers, to batch import users from LDAP
Once LDAP is enabled, the users will not be allowed to changed password directly in CloudStack.
Using a SAML 2.0 Identity Provider for User Authentication¶
You can use a SAML 2.0 Identity Provider with CloudStack for user
authentication. This will require enabling the SAML 2.0 service provider plugin
in CloudStack. To do that first, enable the SAML plugin by setting
true and restart management server.
Starting 4.5.2, the SAML plugin uses an authorization workflow where users should
be authorized by an admin using
authorizeSamlSso API before those users can
use Single Sign On against a specific IDP. This can be done by ticking the enable
SAML Single Sign On checkbox and selecting a IDP when adding or importing users.
For existing users, admin can go to the user’s page and click on configure
SAML SSO option to enable/disable SSO for a user and select a Identity Provider.
A user can be authorized to authenticate against only one IDP.
The CloudStack service provider metadata is accessible using the
getSPMetadata API command, or from the URL
http://acs-server:8080/client/api?command=getSPMetadata where acs-server is the
domain name or IP address of the management server. The IDP administrator can
get the SP metadata from CloudStack and add it to their IDP server.
To start a SAML 2.0 Single Sign-On authentication, on the login page users need to
select the Identity Provider or Institution/Department they can authenticate with
and click on Login button. This action call the
samlsso API command which
will redirect the user to the Identity Provider’s login page. Upon successful
authentication, the IdP will redirect the user to CloudStack. In case a user has
multiple user accounts with the same username (across domains) for the same
authorized IDP, that user would need to specify domainpath after selecting their
IDP server from the dropdown list. By default, users don’t need to specify any
domain path. After a user is successfully authenticated by an IDP server, the SAML
authentication plugin finds user accounts whose username match the username
attribute value returned by the SAML authentication response; it fails
only when it finds that there are multiple user accounts with the same user name
for the specific IDP otherwise the unique useraccount is allowed to proceed and
the user is logged into their account.
- The plugin uses a user attribute returned by the IDP server in the SAML response to find and map the authorized user in CloudStack. The default attribute is uid.
- The SAML authentication plugin supports HTTP-Redirect and HTTP-Post bindings.
- Tested with Shibboleth 2.4, SSOCircle, Microsoft ADFS, OneLogin, Feide OpenIDP, PingIdentity.
The following global configuration should be configured:
saml2.enabled: Indicates whether SAML SSO plugin is enabled or not true. Default is false
saml2.sp.id: SAML2 Service Provider Identifier string
saml2.idp.metadata.url: SAML2 Identity Provider Metadata XML Url or Filename. If a URL is not provided, it will look for a file in the config directory /etc/cloudstack/management
saml2.default.idpid: The default IdP entity ID to use only in case of multiple IdPs
saml2.sigalg: The algorithm to use to when signing a SAML request. Default is SHA1, allowed algorithms: SHA1, SHA256, SHA384, SHA512.
saml2.redirect.url: The CloudStack UI url the SSO should redirected to when successful. Default is http://localhost:8080/client
saml2.sp.org.name: SAML2 Service Provider Organization Name
saml2.sp.org.url: SAML2 Service Provider Organization URL
saml2.sp.contact.email: SAML2 Service Provider Contact Email Address
saml2.sp.contact.person: SAML2 Service Provider Contact Person Name
saml2.sp.slo.url: SAML2 CloudStack Service Provider Single Log Out URL
saml2.sp.sso.url: SAML2 CloudStack Service Provider Single Sign On URL
saml2.user.attribute: Attribute name to be looked for in SAML response that will contain the username. Default is uid
saml2.timeout: SAML2 IDP Metadata refresh interval in seconds, minimum value is set to 300. Default is 1800
Using Two Factor Authentication For Users¶
CloudStack supports two factor authentication wherein users need to provide a 2FA code after the regular login using username and password. CloudStack currently supports Google Authenticator or other TOTP authenticators and static PIN as the 2FA providers. Other 2FA providers can be easily integrated with CloudStack using its plugin model.
2FA is applicable to authentication mechanisms in CloudStack using username/password, LDAP, SAML. While using apikey/secretkey 2FA checks will be bypassed.
For admins, the following are the settings available at global and domain level to configure 2FA.
|Global setting||Default values||Description|
|enable.user.2fa||false||Determines whether 2FA is enabled or not|
|mandate.user.2fa||false||Determines whether to make the 2FA mandatory or not for the users|
|user.2fa.default.provider||totp||The default user 2FA provider plugin. Eg. totp, staticpin|
If 2FA is configured for the user, the 2FA verification page looks like below after the login.
The verification page when the user configures 2FA using Google or other TOTP Authenticators.
The verification page when the user configures 2FA using Static PIN.
Users can configure 2FA in CloudStack using the action button in user form.
In the 2FA setup form, the user needs to select one of the providers. CloudStack currently supports Google Authenticator or other TOTP Authenticators and static PIN as the 2FA providers.
When the Google Authenticator or other TOTP 2FA provider is selected, the user must setup the account in the respective application in their device by either scanning the QR code or using the setup key provided by CloudStack. Once this is set up in the authenticator application, the user must always use the provided 2FA codes to log in.
When the static PIN 2FA provider is selected, the user must use the static PIN as the code to verify 2FA with CloudStack. The user must input this static PIN as a 2FA code every time they need to login.
The admin has the capability to mandate 2FA for users via the setting
In this case the user must configure 2FA during their first login into CloudStack.
The user’s first login page to configure 2FA looks like the below.
For the existing users, the admin can mandate 2FA using the ‘updateUser’ API with the parameter ‘mandate2FA’.
The admin can also disable 2FA for a user using the action button as shown below.
[2FA Recovery process] : If the user loses the authenticator application or forgets the static PIN, then the user must contact admin to disable 2FA. If the admin themself loses the authenticator application or forgets the static PIN, then the admin will have to either use apikey to disable 2FA using the API setupUserTwoFactorAuthentication with enable flag to false or to do the database changes in ‘user’ table by clearing the columns ‘is_user_2fa_enabled’, ‘key_for_2fa’, ‘user_2fa_provider’ for the specific entry.