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Promote Configurations Across Environments

This guide outlines the recommended workflow for promoting resource configurations seamlessly between environments. By leveraging the IAM-CTL tool, you can efficiently manage configurations, automate deployments, and ensure consistency across your environments.

Why use IAM-CTL tool?

The IAM-CTL tool is a command-line utility designed to simplify the management of configurations.

  • Bulk Configuration Management: Handle large-scale configurations in your target environment effortlessly.
  • Environment Promotion: Promote resources across multiple environments with ease.
  • Backup and Restore: Act as a backup solution for environment configurations.
  • CI/CD Integration: Automate deployment processes and resource propagation using CI/CD pipelines. To integrate with GitHub workflows, refer to the sample workflow guide.

Supported Resource Types

IAM-CTL currently supports the following resource types:

  • Applications
  • Identity Providers
  • Claims
  • User Stores

Getting Started

Setting up

Follow the steps below to learn how you can configure IAM-CTL.

  1. Download the latest release from releases based on your Operating System.

  2. Extract the release.

  3. Open a terminal and create an alias (depending on your platform):

    alias iamctl="<IAM-CTL-PATH>/bin/iamctl"
    
    doskey iamctl="<IAM-CTL-PATH>\bin\iamctl.exe" $*
    
  4. Run the following command to view the available commands:

    iamctl -h
    
  5. Register an M2M application with the following API authorization and take note of client ID and client secret.

Management --> Application Management API Create Application, Update Application, Delete Application, View Application
Management --> Claim Management API Create Claim, Update Claim, Delete Claim, View Claim
Management --> Identity Provider Management API Create Identity Provider, Update Identity Provider, Delete Identity Provider, View Identity Provider
Management --> Userstore Management API Create Userstore, Update Userstore, Delete Userstore, View Userstore

Running the tool

  1. Create a new folder and navigate to it from your terminal.
  2. Run the following command to create the configuration files needed.

    iamctl setupCLI
    
  3. A new folder named configs will be created with an env folder inside it. The env folder will contain three configuration files, serverConfig.json, toolConfig.json, and keywordConfig.json.

    Note

    If you have multiple environments, get a copy of the env folder and rename it according to the environments you have.

  4. Open the serverConfig.json file and provide the client ID and client secret of the M2M application you created earlier.

    {
        "SERVER_URL" : "{server_url}",
        "CLIENT-ID" : "{client_id}",
        "CLIENT-SECRET" : "{client_secret}",
        "TENANT-DOMAIN" : "{tenant_domain}"
    }
    
    {
        "SERVER_URL" : "https://localhost:9443",
        "CLIENT-ID" : "bsjhjlb64crOL58bKV3UQmwA9QQa",
        "CLIENT-SECRET" : "TC45TBkLaZ6kFxqZuSmhOgelSG2ZBvFYKFlUFmfhKlYa",
        "TENANT-DOMAIN" : "carbon.super"
    }
    
  5. Run the following commands to export and import configurations.

    a. Export

    iamctl exportAll -c ./configs/env
    

    b. Import

    iamctl importAll -c ./configs/env
    

Customization Options

IAM-CTL provides several advanced customization options to handle environment-specific needs and streamline configuration management:

Keyword Mapping

When managing multiple environments, resource configuration files often contain environment-specific variables. IAM-CTL supports dynamic keyword replacement to handle these variables during import or export. Keyword mapping can also be defined for specific resources within that environment.

For more details, refer to the environment-specific variables guide.

Partial Propagation

IAM-CTL supports partial propagation of resources using the below properties.

  • EXCLUDE: Exclude specific resource types or a set of individual resources during import or export.
  • INCLUDE_ONLY: Include only specific resource types or a set of individual resources during import or export.

Resource Deletion

By default, IAM-CTL does not delete any resources during import. However, it can be configured to either replace all existing resources with the imported resources or merge the imported resources with the existing ones using the ALLOW_DELETE property.

Secret Handling

IAM-CTL provides options to manage sensitive data securely. By default, secrets fields are masked. The EXCLUDE_SECRETS property can be used to override this behavior and include the secrets in the exported resources.

Learn more about these configurations in the tool configurations documentation.