Files
certctl/docs
shankar0123 00c708524d auth-bundle-2 Phase 11: 6 per-IdP OIDC runbooks + index + docs/README wiring
Closes Phase 11 of cowork/auth-bundle-2-prompt.md. Operators can now
configure each major IdP against certctl's OIDC SSO surface with
documented steps, no guessing.

Files
=====

docs/operator/oidc-runbooks/index.md (NEW):
* Index page linking all six per-IdP runbooks.
* Comparison matrix (free vs paid, group-claim shape, special quirks)
  so operators pick the right runbook in <30 seconds.
* "Common shape" section pinning the consistent five-section layout
  every runbook follows.
* "Cross-IdP recurring concepts" section consolidating the
  redirect-URI / client-secret-rotation / JWKS-cache-TTL / fail-closed-
  group-mapping / PKCE-S256 / IdP-downgrade-attack-defense behaviors
  so each per-IdP runbook can stay focused on what differs.

docs/operator/oidc-runbooks/keycloak.md (NEW):
* Canonical reference. Mirrors the testfixtures/keycloak-realm.json
  shape from Phase 10's integration test fixture so the operator's
  hand-config matches the CI-verified config exactly.
* Step-by-step IdP-side: realm → client → groups → group-mapper →
  user. Cites the exact Keycloak admin-console paths (Clients →
  certctl → Client scopes → certctl-dedicated → Add mapper, etc.).
* GUI + API + MCP equivalents for the certctl-side configuration.
* JWKS-rotation drill mapped to the Phase 10 integration test that
  exercises the same flow.
* 6 most-common troubleshooting paths mapped to certctl service-
  layer sentinel errors (ErrIssuerMismatch / ErrGroupsUnmapped /
  ErrPreLoginNotFound / ErrStateMismatch / IdP-downgrade-defense
  rejection / clock-skew on iat).

docs/operator/oidc-runbooks/authentik.md (NEW):
* Authentik-specific deltas vs Keycloak: provider/application split,
  property-mapping abstraction, explicit `groups` scope requirement,
  hashed-vs-email subject mode, signing-key rotation via Crypto/Tokens.

docs/operator/oidc-runbooks/okta.md (NEW):
* Okta-specific deltas: Org server vs custom auth server distinction,
  the load-bearing "Define groups claim" step (Okta does NOT emit
  groups by default), group-filter regex on the claim definition,
  access-policy gotcha, optional Okta smoke test pointer to
  Phase 10's integration_okta_smoke_test.go.

docs/operator/oidc-runbooks/auth0.md (NEW):
* Auth0's namespaced-custom-claim quirk documented up front: any
  Action-emitted claim MUST use a URL-shape namespaced key (e.g.
  https://your-namespace/groups), and certctl's hand-rolled
  groupclaim resolver recognizes URL-shape paths as a single literal
  key (no path-walking through `/`). Walks operators through writing
  the Login Action that emits groups from app_metadata. Three
  alternative group-modeling options (app_metadata vs Authorization
  Extension vs Roles+Permissions) with tradeoffs.

docs/operator/oidc-runbooks/azure-ad.md (NEW):
* The big Entra ID quirk documented up front: groups claim emits
  GROUP OBJECT IDs (GUIDs), NOT human-readable names. Certctl group→
  role mappings MUST be configured against the GUIDs. The
  cloud-only-display-names alternative is documented but not
  recommended for hybrid AD environments. Covers the >200 groups
  truncation case (Microsoft's `hasgroups: true` claim) + the v1.0
  vs v2.0 endpoint distinction (certctl supports v2.0 only).

docs/operator/oidc-runbooks/google-workspace.md (NEW):
* The big Google Workspace quirk documented up front: Google does
  NOT emit a groups claim in the ID token. Recommended pattern is
  to broker through Keycloak (or Authentik) as a federated identity
  provider — the user authenticates at Google but certctl talks to
  Keycloak. Walks operators through wiring Google as a federated IdP
  in Keycloak, four group-assignment options (manual vs default-group
  vs claim-derived vs SCIM), and the end-to-end browser flow. The
  "direct integration without groups" anti-pattern is documented at
  the bottom with explicit "NOT RECOMMENDED" framing so operators
  understand why the broker pattern is the right call.

docs/README.md (MODIFIED):
* Adds the OIDC / SSO runbooks index to the operator-facing docs nav
  table, between "Auth threat model" and "Control plane TLS".

Conventions held
================

* Every runbook carries `> Last reviewed: 2026-05-10` per the
  docs convention.
* Every runbook follows the prompt-mandated five-section layout:
  Prerequisites → IdP-side configuration → certctl-side
  configuration → Verification → Troubleshooting → Validation
  checklist (with operator sign-off line).
* Internal-link sweep clean — every relative link resolves to an
  existing file (verified via shell loop checking each `](../...)`
  and `](*.md)` reference). External links to IdP vendor sites are
  the canonical https URLs.
* No leakage of cowork/ workspace paths as Markdown links — the
  azure-ad.md initially had a `[auth-bundles-index.md](../../../../cowork/...)`
  reference; replaced with prose-only mention to match the existing
  convention from rbac.md + migration/api-keys-to-rbac.md.
* The 7 files share a "Validation checklist" footer with operator
  sign-off line; per the prompt's exit criterion, each runbook must
  be validated end-to-end by either the operator or an external
  tester before Bundle 2 ships.

Verification
============

* Last-reviewed dates: 7/7 runbooks dated 2026-05-10.
* Internal-link sweep: 0 broken (every `]( ...)` reference resolves).
* docs/README.md → operator/oidc-runbooks/index.md link resolves.
* No backend / frontend / Go-test impact — pure docs commit. The
  pre-commit `make verify` gate is unchanged; this commit doesn't
  touch any Go file.

Phase 11 deviation note
=======================

The merge-gate criterion's "≥ 2 external testers" requirement is
operator-driven and post-tag — Phase 11 ships the runbooks; the
operator runs each end-to-end against a real production-tier IdP and
fills in the sign-off footers before flipping Bundle 2 to "merged."
Sandbox cannot exercise live Keycloak / Okta / Auth0 / Entra ID /
Google Workspace tenants; the Phase 10 testcontainers Keycloak
integration is the load-bearing automated test on the Keycloak axis,
and the per-IdP runbooks document the manual-validation matrix the
operator runs against the other five IdPs.
2026-05-10 15:49:56 +00:00
..

certctl Documentation

Last reviewed: 2026-05-05

The full docs index, organized by audience. Pick the section that matches what you need to do; each link below opens a focused doc rather than a wall of text.

For the elevator pitch and quickstart commands, see the repo README.md at the root. For the marketing site, see certctl.io.


Getting Started

You're new to certctl, just cloned the repo, or want to understand what it does before installing.

Doc What it covers
Concepts TLS certificates explained for beginners — CAs, ACME, EST, private keys, the full glossary
Quickstart Five-minute setup with Docker Compose, dashboard tour, API tour
Examples Five turnkey scenarios — ACME+NGINX, wildcard DNS-01, private CA+Traefik, step-ca+HAProxy, multi-issuer
Advanced demo End-to-end certificate lifecycle with technical depth at each step
Why certctl Positioning vs ACME clients, agent-based SaaS, enterprise platforms; when to look elsewhere

Reference

You're operating certctl in production or building integrations and need authoritative technical detail.

Doc What it covers
Architecture System design, data flow, security model, deployment topologies
Profiles CertificateProfile policy object — issuer wiring, EKUs, RequiresApproval gate (Phase 9 closure)
API OpenAPI 3.1 spec, integration patterns, client SDK generation
CLI certctl-cli command reference and CI/CD integration patterns
Configuration CERTCTL_* environment variable reference (scheduler, rate limits, deploy verify, audit, agent)
MCP server Model Context Protocol integration for AI assistants
Release verification Cosign / SLSA / SBOM verification procedure
Intermediate CA hierarchy Multi-level CA tree management — RFC 5280 §3.2/§4.2.1.9/§4.2.1.10 enforcement
Deployment model Atomic write, post-deploy verify, rollback semantics across all targets
Vendor matrix Tested vendor versions per target connector

Connectors

The connector index is the canonical catalog (interfaces, registry, scanners, plus an inline reference per built-in). Per-connector deep-dive siblings cover operator-grade material — vendor edges, troubleshooting, rotation playbooks, when-to-use vs alternatives.

Issuers (13 deep-dives): ACME · ADCS · AWS ACM Private CA · DigiCert · EJBCA / Keyfactor · Entrust · GlobalSign Atlas HVCA · Google CAS · Local CA · OpenSSL / Custom CA · Sectigo SCM · step-ca / Smallstep · Vault PKI

Targets (15 deep-dives): Apache · AWS Certificate Manager · Azure Key Vault · Caddy · Envoy · F5 BIG-IP · HAProxy · IIS · Java Keystore · Kubernetes Secrets · NGINX · Postfix / Dovecot · SSH (agentless) · Traefik · Windows Certificate Store

Protocols

Doc What it covers
ACME server Run certctl as an RFC 8555 + RFC 9773 ARI ACME server
ACME server threat model Security posture for the ACME server endpoint
SCEP server RFC 8894 native SCEP server — RA cert config, multi-profile dispatch, must-staple, mTLS sibling route
SCEP for Microsoft Intune Intune-specific deployment guide — NDES replacement playbook
EST server RFC 7030 EST server — 802.1X / Wi-Fi enrollment, IoT bootstrap, channel binding
CRL & OCSP RFC 5280 CRL + RFC 6960 OCSP responder for relying parties
Async CA polling Bounded polling for async-CA issuer connectors

Operator

You're running certctl in production and need operational guidance.

Doc What it covers
Security posture Auth, rate limits, encryption at rest, key rotation, RBAC primitive (Bundle 1), bootstrap
RBAC operator reference Roles, permissions, scopes, scope-down + bootstrap flow (Bundle 1)
Auth threat model API-key compromise, role-grant abuse, bootstrap-token leak, audit-mutation, compliance mapping (Bundle 1)
OIDC / SSO runbooks Per-IdP setup guides — Keycloak, Authentik, Okta, Auth0, Entra ID, Google Workspace (Bundle 2)
Control plane TLS Self-signed bootstrap, operator-supplied Secret, cert-manager Certificate CR
Database TLS PostgreSQL transport encryption
Approval workflow Two-person integrity gate for high-stakes issuance + Phase 9 profile-edit closure
Helm deployment Kubernetes installation via the bundled chart
Performance baselines Operator-runnable benchmarks for regression spot checks
Legacy clients (TLS 1.2) Reverse-proxy runbook for embedded EST/SCEP clients on TLS 1.2

Runbooks

Runbook When
Cloud targets AWS ACM + Azure Key Vault deployment, debugging, rollback
Expiry alerts Per-policy multi-channel routing matrix, severity tiers
Disaster recovery CRL cache, OCSP responder cert, CA private-key rotation, Postgres restore

Migration

You're moving from another cert-management tool to certctl, or running both in parallel.

From Doc
Certbot migration/from-certbot.md
acme.sh migration/from-acmesh.md
cert-manager (coexistence, not replacement) migration/cert-manager-coexistence.md
Caddy ACME (point Caddy at certctl) migration/acme-from-caddy.md
cert-manager ACME (point cert-manager at certctl) migration/acme-from-cert-manager.md
Traefik ACME (point Traefik at certctl) migration/acme-from-traefik.md
API keys → RBAC (v2.0.x → v2.1.0) migration/api-keys-to-rbac.mdAUDIT YOUR API KEYS post-upgrade

Contributor

You're contributing to certctl, running tests locally, or trying to understand the CI pipeline.

Doc What it covers
Testing strategy What we test and why; per-PR fast gates vs daily deep-scan
Test environment Local environment with real CAs (Pebble, step-ca, etc.)
QA prerequisites Before running QA: stack boot, demo data baseline, env vars
QA test suite qa_test.go reference for release QA
GUI QA checklist Manual GUI verification pass for release
Release sign-off Release-day checklist — code state, automated gates, manual QA, artefact verification
CI pipeline CI shape, regression guards, adding new checks

Archive

Historical docs preserved for reference. Most operators don't need these.

Doc Why archived
Upgrade to TLS (v2.2) Pre-v2.2 HTTPS-everywhere upgrade procedure
Upgrade past v2 JWT removal G-1 milestone JWT auth removal procedure

Reading order by role

First-time operator: ConceptsQuickstartExamples. About 90 minutes end to end.

Production operator: ArchitectureSecurity postureControl plane TLSDisaster recovery runbook. About 4 hours end to end.

PKI engineer: ACME serverSCEP serverEST serverIntermediate CA hierarchy. About 6 hours end to end.

Contributor: ArchitectureTesting strategyTest environmentCI pipeline. About 3 hours end to end.