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Deploy Smart ID

This article includes updates for Smart ID 23.04.

All the components in the Smart ID Workforce solution are deployed as Docker containers, except Smart ID Certificate Manager (CM) and Nexus OCSP Responder

Smart ID deployment configuration release note

Prerequisites

Docker Compose V2

From Docker Compose V2 the compose features are integrated into the Docker platform. If you use Compose V2, use the command "docker compose" (instead of "docker-compose"), that is, remove the dash and replace it with a space. Smart ID will not be affected by Compose V2 and can be used as today.

Smart ID deployment recommendations

See Smart ID deployment recommendations.

Smart ID components requirements and interoperability

For more information on the full support of databases, operating systems, browsers, and more, see:

Docker prerequisites

  • Docker client and engine version 20.10.10 or later

  • Docker Compose version 1.25.5 or later and Docker Compose file version 3.7 or later

Kubernetes is supported, but there is no example configuration available.

General prerequisites

  • Supported host operating systems:

    • Linux that supports the Docker and Docker Compose versions above

    • Windows on request 

  • Valid licenses for all components to be used.

  • A database must be installed and in running mode. Supported databases are listed in Smart ID deployment recommendations.

  • Valid Support account at https://support.nexusgroup.com

  • For online deployment, as described below, your hosts need internet access.

    • If this is a offline deployment, the docker containers needs to be downloaded and transferred to the hosts.

  • DNS records must be created for each application to each Smart ID host:

    DNS examples

    # Identity Manager idm.smartid.example.com selfservice.smartid.example.com admin.smartid.example.com tenant.smartid.example.com # Digital Access access.smartid.example.com # Physical Access physicalaccess.smartid.example.com pa-maintenance.smartid.example.com pa-arx.smartid.example.com # Messaging Hermod mb.smartid.example.com

    If you do not have the possibility to create DNS records, for example in a test environment, then you can add the wanted DNS records in your localhost file. Add them both on the Smart ID host and on the clients that you want to use to access Smart ID.

Install Docker and Docker compose

Installation of Docker and Docker compose varies depending on your operating system.

Install Docker

To install Docker, go to the official documentation (Install Docker Engine | Docker Documentation) and chose the system on which you plan to install it. Then follow the installation guide.

Install Docker compose

To install Docker compose, follow the installation guide (Install Docker Compose | Docker Documentation).

Rootless Docker

Docker engine is by default run as root. If you do not want to run containers with root, but with a specific user, read more here: 

Deploy Smart ID

Configure services

Create Smart ID user account (Not required for Digital Access)

To avoid any permission issues, it is recommended that you create a dedicated Smart ID user account and run the Smart ID applications on the user's home directory.

  1. On each host, create a user account for Smart ID and add that user to the docker group.

    Create Smart ID User Ubuntu

    sudo adduser --disabled-password --gecos "" --shell /bin/bash nexus sudo usermod -aG docker nexus

     

    Create Smart ID User CentOS

    sudo adduser -r -d /home/nexus --shell /bin/bash nexus sudo usermod -aG docker nexus

     

  2. Switch to a Smart ID user: 

    Switch to Smart ID user

Download Smart ID files

  1. Browse to support.nexusgroup.com/ and login with your account.

    1. Click on Download Portal and click on Smart ID.

    2. Click on SmartID-<version>-deployment<release-date>.tgz to download the deployment file to your computer. Where <version> represents the version you want to download.

    3. Click on SmartID-<version>-configuration.zip to download the configuration file to your computer. Where <version> represents the version you want to download.
      This file contains standard Smart ID configurations that can later be uploaded to Identity Manager.

    4. Transfer the SmartID-<version>-deployment<release-date>.tgz file to your Smart ID hosts and extract it in your Smart ID home folder <SMARTIDHOME>/:

      Go to home folder of Smart ID user

    5. The structure of sub folders in the Smart ID home directory, <SMARTIDHOME>/, is as follows: 

      Sub folder structure of Smart ID home

Edit environment variables

You must change at least these variables, see instructions below:

  • SMARTID_INGRESS_DOMAIN

  • DBHOST

  • TRAEFIK_ACME_EMAIL

Other variables are optional to change, but in a production environment you must change the credentials.

Set variables in the environment file to match your environment:  

  1. Open the environment file <SMARTIDHOME>/compose/smartid.env for editing. 

  2. Change timezone (TZ) to fit your environment.

  3. Change TRAEFIK_ACME_EMAIL to fit your deployment. You must do this even if you do not use ACME.

    Example: Change TRAEFIK_ACME_EMAIL

  4. Change the database host (DBHOST) for Identity Manager, Hermod, or Digital Access to fit your deployment. If it is a test deployment and database is running on the same host, the host IP-address or the docker-ip of the Postgres deployment must be used. localhost or 127.0.0.1 will not work.

    Example: Change timezone and database host

  5. Change the version of Smart ID if needed: 

    Example: Change Smart ID Version

  6. Change the value of SMARTID_INGRESS_DOMAIN to fit your deployment. It is recommended to use a sub-domain with wildcard for Smart ID. For example *.smartid.example.com and point that domain to your host.

    Example: Set Smart ID Ingress domain

  7. Change database credentials
    To change the type or database name or password, change the following variables. If this is a test deployment, you don't have to change anything here. Note that the Physical Access database hosts is specified using the variable PA_DB_HOST.

    Example: Change database credentials

Initialize your deployment

To initialize the deployment:

  1. Make the initialization scripts executable if they are not already:

    Make init scripts executable

  2. Run the initialization script for Smart ID. The script checks if docker and docker-compose are installed; if not, the script will exit. It creates docker networks, symbolic links, directories and users, and sets permissions for Smart ID.

    Run init script

    Then, the script asks a few questions:

    1. The script asks if a Postgres database should be deployed.

      Script snippet: ask for Postgres

      For a production deployment, type n for No. Then, the script will skip this step.

      For a test deployment, type y for Yes. Then the script will create and start a Postgres database.

      Script snippet: ask for Postgres answered Yes

    2. The script asks if traefik should be used as Ingres/proxy. Typing y for Yes will create acme.json and set the permissions.

      Not required for Digital Access. 

      Script snippet: ask for Traefik answered Yes

    3. The script asks if Digital Access will be deployed to the host. Typing y for Yes will create the user "pwuser" and set permissions.

      Script snippet: ask for Digital Access answered Yes

    4. After that, the script finishes and you can proceed to the next step. See Edit environment variables.

      Script snippet: script ran successfully

  3. To see exactly what steps have been done, see the log file init-smartid.log after executing the script.

 

Only for Digital Access and CentOS:
If you are deploying Digital Access on a CentOS >=7 and you want to use port 443, you must redirect the network traffic internally on the host. This can be done in many ways, here is one example. As a result of this you must also change the listening port for the Access Point to 9001. If this is not changed, the startup of the Access Point container will fail. The result after the change is that all incoming traffic on 443 will be redirected internally to 9001.

  1. Redirect traffic from 443 to 9001

    Redirect traffic

  2. Change listening port for Access Point in Digital Access Admin:

    1. Go to Manage System > Access Points.

    2. Click on the Service ID for the Access Point that you want to edit.

    3. Change Portal Port and Sandbox Port to 9001.

    4. Click Save.

    5. Publish the configuration.

Configure certificates (Not required for Digital Access)

Configure TLS certificate

To change TLS Certificate:

  1. Make sure your certificate and key are in PEM format.

  2. Put your certificate and key in <SMARTIDHOME>/compose/certs.

  3. Change permissions of the certificate and key file:

    Example: Change permissions

  4. Open <SMARTIDHOME>/compose/smartid.env for editing.

  5. Change the default certificates by editing the filenames smartidtls_cer.pem and smartidtls_key.pem:

    Example: Change default certificates

Enable Strict SNI

Strict server name indication (SNI) can be used as an extra security measure. By default, strict SNI is set to false.  

  1. Set TRAEFIK_TLS_STRICTSNI to true in smartid.env

    Enable Strict SNI

Change Cipher Suites and TLS version

  1. Open <SMARTIDHOME>/docker/compose/traefik/config/traefik-tls.yml for editing.

    traefik-tls.yml

  2. Add or delete any Cipher Suites.

  3. To change TLS version for traefik, use minVersion and maxVersionminVersion is the minimum allowed TLS version, and maxVersion is the maximum allowed TLS version. Default, the allowed version of TLS is 1.2.

    Note that some mobile devices do not have full support for TLS 1.3 and can cause compatibility issues.

    TLS Versions

Start and verify services

Start ingress/proxy Traefik

  • Start the ingress/proxy Traefik: 

    Start Traefik

Start Identity Manager

  1. Start the initialization of the database. This is only required at the first startup: 

    Initialize the database

    1. Information is written on the screen, and if it was successful, you should see this text at the end:
      smartid-idm-updatedb exited with code 0

    2. To instead write all information only to the log file, add -d to the command, like this:
      docker-compose up -d

  2. Check the logs of the database initialization:

    Check logs for initialization

  3. Start Identity Manager components:

    1. Location of services

      Example - Location of Identity Manager services

    2. Start the services:

      Example - Start Identity Manager Admin

       

Start Hermod

  • Start Hermod: 

    Start Hermod

Start Smart ID Self-Service

  • Start Smart ID Self-Service: 

    Start Self-Service

Start Physical Access

  1. Give permission to use the logs/rabbitmq directory:

    Give permission

  2. Start Physical Access with one or more PACS connectors. See the list of PACS connector services below.
    The services smartid-pa-rabbitmq, smartid-pa-scimapi and smartid-pa-maintenance must be started for all Physical Access use cases: 

    Syntax: Start Physical Access with PACS connectors

     

    Example: Start Physical Access with ASSA ARX connector

PACS

PACS connector service name

For more information

PACS

PACS connector service name

For more information

ASSA ARX

smartid-pa-arx

Set up integration with ASSA ARX

Bewator Omnis

smartid-pa-omnis

Set up integration with Bewator Omnis

Bravida Integra

smartid-pa-integra

Set up integration with Bravida Integra

Interflex IF-6040

smartid-pa-interflex

Set up integration with Interflex IF-6040

Kaba exos 9300

smartid-pa-kabaexos

Set up integration with Dorma Kaba Exos

RCO R-CARD M5 Admin API

smartid-pa-rcom5

Set up integration with RCO R-CARD M5 Admin API

RCO R-CARD M5

smartid-pa-rco

Set up integration with RCO R-CARD M5

Salto (we have 2 Salto: SALTO ProAccess and SALTO ProAccess SPACE)

smartid-pa-salto

Set up integration with Salto

Security Shells iSecure

smartid-pa-isecure

Set up integration with Security Shells iSecure for connection with HID controllers

SiPass

smartid-pa-sipass

Set up integration with SiPass Integrated

SiPort

smartid-pa-siport

Set up integration with SiPort

Unilock

smartid-pa-unilock

Set up integration with UniLock

Unison Pacom

smartid-pa-unison

Set up integration with Unison Pacom

PACS demo service

smartid-pa-demo

Set up PACS demo service

Start Digital Access

  1. Start Digital Access sub components, by going into the wanted component folder:

    Digital Access - services location

     

    Example: Start Dígital Access Administration service

Verify services

Verify the Smart ID installation: 

  1. Verify each component, by browsing to the DNS names and the configured port, for example:

    Example DNS names

    1. For Physical Access, verify the started Physical Access services by browsing to the DNS names, for example:

      Example DNS names

      Or browse to the IP address for all started services, for example:

      IP address

      The default port for each Physical Access service can be found in Default ports in Smart ID.

  2. List all running docker containers:

    Example: List containers

  3. Check the logs:

    1. To check a log, go to the application folder, for example <SMARTIDHOME>/compose/identitymanager and run this command:

      Example: Check logs

    2. To check all logs with tail, go to the application folder, for example <SMARTIDHOME>/compose/identitymanager and run this command:

      Example: Check all logs with tail

Stop services

  • To stop a specific service, go to the application folder, for example <SMARTIDHOME>/compose/identitymanager/operator and run this command:

Stop services

Configure Smart ID

Continue with Configure Smart ID.

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