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okta / terraform-provider-oktapam

Terraform Provider for Okta PAM
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Terraform Provider for Okta's Privileged Access Management (Okta's PAM)

Requirements

Building The Provider

Clone repository to: $PROJECT_DIR/terraform-provider-oktapam

where $PROJECT_DIR is a directory within your local machine.

$ git clone git@github.com:okta/terraform-provider-oktapam $PROJECT_DIR/terraform-provider-oktapam

Go to the provider directory and build the provider

$ cd $PROJECT_DIR/terraform-provider-oktapam
$ make build

Using the provider

  1. You will need to create a service user
  2. Keep a copy of the new service user key and secret, you will be prompted with those after creating the service user
  3. Make sure the new service user is added to the appropriate PAM Groups and have the needed capabilities
  4. Set the following environment variables prior to running:
export OKTAPAM_KEY=<service user key>
export OKTAPAM_SECRET=<service user secret>
export OKTAPAM_TEAM=<team name>

If you want to test against a non-production server, you need to set the URL via:

export OKTAPAM_API_HOST=<root url for host here>

If the non-production server is not within the scaleft.com or okta.com domains, you will need to set the OKTAPAM_TRUSTED_DOMAIN_OVERRIDE environment variable to the full domain being used, e.g.:

export OKTAPAM_API_HOST="https://my.testing.domain"
export OKTAPAM_TRUSTED_DOMAIN_OVERRIDE="my.testing.domain"

Security Policy Resources

We are in the process of transitioning security policy resources, so expect some churn. The existing "oktapam_security_policy" resource will continue to exist for the foreseeable future. It will not, however, be getting any new features. If it suits your needs as-is, continue to use it.

Its replacement is the intaptly-named "oktpam_security_policy_v2". This resource more closely aligns with OPA's internal APIs and thus can be fleshed out to include all current and future functionality at the cost of some ergonomics. We plan to continue to develop and iterate on this security policy resource.

Note: The "oktapam_security_policy_v2" resource is still under active development and breaking changes may occur. Please report any issues you encounter.

Developing the Provider

Building Provider

To compile the provider, run make build. This will build the provider and put in the project directory

$ make build

To install the provider on your local machine, run make install. This will build the provider and install it within the ~/.terraform.d/plugins/hashicorp.com/okta/oktapam/[VERSION]/[OS_ARCH]/terraform-provider-oktapam directory.

$ make install

If you are using terraform 0.12.x, you will need to run make link_legacy. This will create a symlink in ~/.terraform.d/plugins/ to the binary that is created by make install. You will only need to run make link_legacy once.

$ make link_legacy

Developing with Terraform Provider Framework

To add a new resource or data source using the new Terraform Provider Framework:

  1. Create a new file in the oktapam directory with the name resource_<resource_name>.go or data_source_<data_source_name>.go.

  2. Define a new struct that implements the resource.Resource or resource.DataSource interface. reference: terraform provider framework resource

  3. Implement the required methods:

    • Metadata(): Returns the resource type name.
    • Schema(): Defines the schema for the resource or data source.
    • Create(), Read(), Update(), and Delete() for resources.
    • Read() for data sources.

  4. Register the new resource or data source in the Resources/DataSources method in provider_pluginframework.go.

  5. Add any necessary helper functions or API client methods in oktapam/client/.

  6. Create corresponding test files (resource_<resource_name>_test.go or data_source_<data_source_name>_test.go) and implement acceptance tests.

  7. Create documentation in docs/resources/<resource_name>.md or docs/data-sources/<data_source_name>.md. Docs should be generated by terraform-plugin-docs by running the following command:

    make generate

  8. Run go fmt ./... to format your code if needed.

  9. Run make test to ensure all tests pass or you can run specific tests by setting the TESTARGS environment variable. Check out below section for more details on running tests.

Remember to follow the existing patterns and coding standards in the project when adding new resources or data sources. take a look at existing resources for examples.(resource_server_checkout_settings.go)

Terraform Settings for Dev Environment

dev_overrides

While developing provider if you want to try a test configuration against development build of a provider then dev_overrides setting comes handy.

Terraform init command creates .terraform.lock.hcl file to store the version and checksums for the required providers. Normally, Terraform verifies version and checksums to ensure operations are made with the intended version of a provider. These version and checksum rules are inconvenient while developing a provider, because every time you build a new binary checksum is going to be different and require developer to delete the exiting .terraform.lock.hcl file and re-initialize it via init command.

To avoid all this hassle, set the dev_overrides in terraform config file. By default, terraform look for .terraformrc file under ${HOME} directory. If you want to change it then set TF_CLI_CONFIG_FILE env variable.

export TF_CLI_CONFIG_FILE=/home/developer/tmp/dev.tfrc

Terraform config file content:

provider_installation {
  dev_overrides {
    "okta.com/pam/oktapam" = "<path to terraform-provider-oktapam locally built binary>" 
  }

  # For all other providers, install them directly from their origin provider
  # registries as normal. If you omit this, Terraform will _only_ use
  # the dev_overrides block, and so no other providers will be available.
  direct {}
}

After performing above steps, there is no need to run terraform init command. You can directly perform other operations like terraform plan/apply etc.

Terraform Documentation for more details.

Note: If the test configuration file has references to multiple providers and for some of them you don't want development overrides then this may not be a preferred approach. Please refer githhub open issue.

Running Tests

In order to test the provider, you can simply run make test.

$ make test

We have two sets of acceptance tests, one for an Advanced Server Access team, and one for an Okta Privileged Access team. There are some tests that are shared between the two suites.

Note: Acceptance tests create real resources, and often cost money to run. If you wish to test against a dev/test server, ensure that you have the OKTAPAM_API_HOST variable set.

Some tests rely on a server already being enrolled for your team. The ID of this server should be assigned to the TF_ACC_VALID_SERVER_ID environment variable.

 export TF_ACC_VALID_SERVER_ID=<server id>

To run the full test suite of Acceptance tests for ASA, run make testacc.:

$ make testacc

To run the full test suite of Acceptance tests for Okta PA, run make testaccpam.:

$ make testaccpam

If you want to run specific acceptance tests then set TESTARGS variable. TestCaseFunctionName(t *testing.T) can be a regular expression too.

$ TESTARGS='-run TestcaseFunctionName' make testacc

Note that you'll need to sub testacc for testaccpam if the tests is an Okta PA test.

Releasing the Provider

  1. Bump version in Makefile.
  2. Add last version to tag-checks.yml.
  3. Merge and make tag corresponding to the new version.
  4. Make release corresponding to new tag.

Warnings