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Integration Token Management
- 05 Dec 2024
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Integration Token Management
- Updated on 05 Dec 2024
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Overview
Previously, Itential users would import an Integration Model into IAP and then add the token manually using the Configuration editor. This was inconvenient since tokens would expire relatively soon (as early as 30 minutes), and it created a less than desirable user experience since the expired token could no longer be used to authenticate automation requests.
The new Integration Token Management feature programmatically retrieves authentication tokens by using the properties provided by the Integration Model for schema integration. Specifically, the feature works by reading the securitySchema property on the Integration Model schema.
There are two types of configurations available at this time: password and clientCredentials. These must be manually configured in the Integration Model that is imported.
⚠ Important Note: Although Itential designed this new feature to work for as many services as possible, it is important to note that not all services will be compatible with the password or clientCredentials configuration. It is incumbent upon every user to check the service to see if these configurations are provided. Itential hopes to provide more usable configurations in the future.
Property Configurations
This section illustrates how to set the properties for the password and clientCredentials configuration.
An example for password is shown in Figure 1.
Figure 1: Password
An example for clientCredentials is shown in Figure 2.
Figure 2: Client Credentials
Notice the only difference is the property name in the flows object and in the case of Figure 1 there is a refreshUrl parameter included in the password flow.
Integration Configurations
Depending on which configuration is used, the user will see a specific configuration available on the Integration Details page. The user will then have to fill-in the authentication fields (see figures below) in order for the programmatic token retrieval to work properly.
For more detail on using Integrations in IAP, see the Configuring Integrations documentation page.
Authentication
Below are the configuration parameters used to support authentication.
| Authentication Parameters | Description |
|---|---|
| client_id client_secret |
Provided by the service that is in use. User must retrieve it from the service. |
| username password |
The account credentials to be used in the authentication. |
| token_url refresh_url |
The endpoints that the service provides to retrieve authentication tokens. These fields will be populated upon creating the integration instance if the values are provided in the OpenAPI specification. |
Token
Below are fields that are included in the token property of the integration configuration.
⚠ Editing these fields is not recommended, unless the user would like to manually enter an access_token as it worked in previous versions of IAP.
| Token Parameters | Description |
|---|---|
| access_token refresh_token |
Authorization tokens that are used with the integration tasks. The access_token will be retrieved programmatically if the field is empty or if the token is expired. If present with the refresh_url, the refresh_token will be utilized to retrieve a new access_token. |
| token_type | Type of token to be utilized. The default value is set to Bearer. |
| expires_in | Length of time that the access_token will be valid. |
| expires_at | Time in which the token will expire. Upon calling an integration task, this value will be used to check if a new token should be retrieved. |
| created_at | Time at which the access_token was created. |
| scope | Scope that is provided by the token. |
In Figure 3, the clientCredentials configuration is used to set authentication via the Integration UI.
Figure 3: Client Credentials Authentication
In Figure 4, the password configuration is used in the Integration UI.
Figure 4: Password Authentication
Once all configurations are completed, the user should be able to utilize the Integration Tasks seamlessly without needing to continuously configure their Integration. Additionally, once the token is retrieved programmatically, it is then stored in the Mongo Database available in IAP.
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