Update docs

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Tuan Dang
2024-04-30 16:44:06 -07:00
parent f5964040d7
commit 46912c4c3c
14 changed files with 399 additions and 479 deletions

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@@ -1,5 +1,5 @@
---
title: Machine Identities
title: Machine Identities
description: "Learn how to use Machine Identities to programmatically interact with Infisical."
---
@@ -21,18 +21,17 @@ Key Features:
A typical workflow for using identities consists of four steps:
1. Creating the identity with a name and [role](/documentation/platform/role-based-access-controls) in Organization Access Control > Machine Identities.
This step also involves configuring an authentication method for it such as [Universal Auth](/documentation/platform/identities/universal-auth).
This step also involves configuring an authentication method for it such as [Universal Auth](/documentation/platform/identities/universal-auth).
2. Adding the identity to the project(s) you want it to have access to.
3. Authenticating the identity with the Infisical API based on the configured authentication method on it and receiving a short-lived access token back.
4. Authenticating subsequent requests with the Infisical API using the short-lived access token.
<Note>
Currently, identities can only be used to make authenticated requests to the Infisical API, SDKs, Terraform, Kubernetes Operator, and Infisical Agent. They do not work with clients such as CLI, Ansible look up plugin, etc.
Machine Identity support for the rest of the clients is planned to be released in the current quarter.
</Note>
Machine Identity support for the rest of the clients is planned to be released in the current quarter.
</Note>
## Authentication Methods
@@ -43,24 +42,16 @@ To interact with various resources in Infisical, Machine Identities are able to
## FAQ
<AccordionGroup>
<Accordion title="How do I use Machine Identities with the CLI?">
To use Machine Identities with the CLI, you need to authenticate with the Infisical API using the identity's access token. Here's how you can do it.
<Accordion title="Can I use machine identities with the CLI?">
```bash
export INFISICAL_TOKEN=$(infisical login --method=universal-auth --client-id=<your-identity-client-id> --client-secret=<your-identity-client-secret> --silent --plain)
infisical secrets --env dev --projectId=<your-project-id>
```
Yes - Identities can be used with the CLI.
You can learn more about how to do this in the CLI quickstart [here](/cli/usage).
The CLI is built to look for the `INFISICAL_TOKEN` environment variable. You can also pass the universal auth token as a `--token` flag to most commands.
</Accordion>
<Accordion title="What is the difference between an identity and service token?">
<Warning>
Service tokens are deprecated and will be removed in the near future. Please switch to Machine Identities for authenticating with Infisical.
</Warning>
A service token is a project-level authentication method that is being phased out in favor of identities.
A service token is a project-level authentication method that is being deprecated in favor of identities. The service token method will be removed in the future in accordance with the deprecation notice and timeline stated [here](https://infisical.com/blog/deprecating-api-keys).
Amongst many differences, identities provide broader access over the Infisical API, utilizes the same
permission system as user identities, and come with a significantly larger number of configurable authentication and security features.

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@@ -4,7 +4,10 @@ description: "Infisical service tokens allow users to programmatically interact
---
<Warning>
Service tokens are deprecated and will be removed in the near future. Please switch to [Machine Identities](/documentation/platform/identities/machine-identities) for authenticating with Infisical.
Service tokens are being deprecated in favor of [machine identities](/documentation/platform/identities/machine-identities).
They will be removed in the future in accordance with the deprecation notice and timeline stated [here](https://infisical.com/blog/deprecating-api-keys).
</Warning>
Service tokens are authentication credentials that services can use to access designated endpoints in the Infisical API to manage project resources like secrets.
@@ -21,8 +24,8 @@ Service Token (ST) is the current widely-used authentication method for managing
Here's a few pointers to get you acquainted with it:
- When you create a ST, you get a token prefixed with `st`. The part after the last `.` delimiter is a symmetric key; everything
before it is an access token. When authenticating with the Infisical API, it is important to send in only the access token portion
of the token.
before it is an access token. When authenticating with the Infisical API, it is important to send in only the access token portion
of the token.
- ST supports expiration; it gets deleted automatically upon expiration.
- ST supports provisioning `read` and/or `write` permissions broadly applied to all accessible environment(s) and path(s).
- ST is not editable.
@@ -39,7 +42,7 @@ the token access to. Here's some guidance for each field:
- Name: A friendly name for the token.
- Scopes: The environment(s) and path(s) the token should have access to.
- Permissions: You can indicate whether or not the token should have `read/write` access to the paths.
Also, note that Infisical supports [glob patterns](https://www.malikbrowne.com/blog/a-beginners-guide-glob-patterns/) when defining access scopes to path(s).
Also, note that Infisical supports [glob patterns](https://www.malikbrowne.com/blog/a-beginners-guide-glob-patterns/) when defining access scopes to path(s).
- Expiration: The time when this token should be rendered inactive.
![token add](../../images/project-token-old-permissions.png)
@@ -48,28 +51,31 @@ In the above screenshot, you can see that we are creating a token token with `re
of the `/common` path within the development environment of the project; the token expires in 6 months and can be used from any IP address.
<Note>
For a deeper understanding of service tokens, it is recommended to read [this guide](https://infisical.com/docs/internals/service-tokens).
For a deeper understanding of service tokens, it is recommended to read [this
guide](https://infisical.com/docs/internals/service-tokens).
</Note>
**FAQ**
<AccordionGroup>
<Accordion title="Why is the Infisical API rejecting my service token?">
There are a few reasons for why this might happen:
<Accordion title="Why is the Infisical API rejecting my service token?">
There are a few reasons for why this might happen:
- The service token has expired.
- The service token is insufficiently permissioned to interact with the secrets in the given environment and path.
- You are attempting to access a `/raw` secrets endpoint that requires your project to disable E2EE.
- (If using ST V3) The service token has not been activated yet.
- (If using ST V3) The service token is being used from an untrusted IP.
</Accordion>
<Accordion title="Can you provide examples for using glob patterns?">
1. `/**`: This pattern matches all folders at any depth in the directory structure. For example, it would match folders like `/folder1/`, `/folder1/subfolder/`, and so on.
- The service token has expired.
- The service token is insufficiently permissioned to interact with the secrets in the given environment and path.
- You are attempting to access a `/raw` secrets endpoint that requires your project to disable E2EE.
- (If using ST V3) The service token has not been activated yet.
- (If using ST V3) The service token is being used from an untrusted IP.
2. `/*`: This pattern matches all immediate subfolders in the current directory. It does not match any folders at a deeper level. For example, it would match folders like `/folder1/`, `/folder2/`, but not `/folder1/subfolder/`.
</Accordion>
<Accordion title="Can you provide examples for using glob patterns?">
1. `/**`: This pattern matches all folders at any depth in the directory structure. For example, it would match folders like `/folder1/`, `/folder1/subfolder/`, and so on.
3. `/*/*`: This pattern matches all subfolders at a depth of two levels in the current directory. It does not match any folders at a shallower or deeper level. For example, it would match folders like `/folder1/subfolder/`, `/folder2/subfolder/`, but not `/folder1/` or `/folder1/subfolder/subsubfolder/`.
2. `/*`: This pattern matches all immediate subfolders in the current directory. It does not match any folders at a deeper level. For example, it would match folders like `/folder1/`, `/folder2/`, but not `/folder1/subfolder/`.
4. `/folder1/*`: This pattern matches all immediate subfolders within the `/folder1/` directory. It does not match any folders outside of `/folder1/`, nor does it match any subfolders within those immediate subfolders. For example, it would match folders like `/folder1/subfolder1/`, `/folder1/subfolder2/`, but not `/folder2/subfolder/`.
</Accordion>
3. `/*/*`: This pattern matches all subfolders at a depth of two levels in the current directory. It does not match any folders at a shallower or deeper level. For example, it would match folders like `/folder1/subfolder/`, `/folder2/subfolder/`, but not `/folder1/` or `/folder1/subfolder/subsubfolder/`.
4. `/folder1/*`: This pattern matches all immediate subfolders within the `/folder1/` directory. It does not match any folders outside of `/folder1/`, nor does it match any subfolders within those immediate subfolders. For example, it would match folders like `/folder1/subfolder1/`, `/folder1/subfolder2/`, but not `/folder2/subfolder/`.
</Accordion>
</AccordionGroup>