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242 lines
9.2 KiB
Markdown
242 lines
9.2 KiB
Markdown
# Guide - Authentication
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### Twitter
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1. Sign-in or sign-up for a Twitter account
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2. Go to the Twitter Application management page [here](https://apps.twitter.com/)
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3. Click on the **Create New App** button to create a new Twitter app:
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
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4. Fill out the create application form, check the developer agreement box, and click **Create Your Twitter Application**
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
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*Note: you may have to register your phone number with Twitter to create a Twitter application*
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To do this Click your profile icon --> Settings and privacy --> Mobile --> Select Country/region --> Enter phone number --> Click Continue
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5. After you receive confirmation that the Twitter application was created, click **Keys and Access Tokens**
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
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6. Obtain your Twitter Consumer Key and Consumer Secret
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
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7. Add your Consumer Key and Consumer Secret to your config.json file or pass them as environment variables:
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* config.json:
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````javascript
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{
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"production": {
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"twitter": {
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"consumerKey": "esTCJFXXXXXXXXXXXXXXXXXXX",
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"consumerSecret": "zpCs4tU86pRVXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX"
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}
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}
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}
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````
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* environment variables:
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````
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HMD_TWITTER_CONSUMERKEY=esTCJFXXXXXXXXXXXXXXXXXXX
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HMD_TWITTER_CONSUMERSECRET=zpCs4tU86pRVXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
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````
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### GitHub
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1. Sign-in or sign-up for a GitHub account
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2. Navigate to developer settings in your GitHub account [here](https://github.com/settings/developers) and select the "OAuth Apps" tab
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3. Click on the **New OAuth App** button, to create a new OAuth App:
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
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4. Fill out the new OAuth application registration form, and click **Register Application**
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
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*Note: The callback URL is <your-hackmd-url>/auth/github/callback*
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5. After successfully registering the application, you'll receive the Client ID and Client Secret for the application
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
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6. Add the Client ID and Client Secret to your config.json file or pass them as environment variables
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* config.json:
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````javascript
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{
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"production": {
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"github": {
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"clientID": "3747d30eaccXXXXXXXXX",
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"clientSecret": "2a8e682948eee0c580XXXXXXXXXXXXXXXXXXXXXX"
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}
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}
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}
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````
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* environment variables:
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````
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HMD_GITHUB_CLIENTID=3747d30eaccXXXXXXXXX
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HMD_GITHUB_CLIENTSECRET=2a8e682948eee0c580XXXXXXXXXXXXXXXXXXXXXX
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````
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### SAML (OneLogin)
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1. Sign-in or sign-up for an OneLogin account. (available free trial for 2 weeks)
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2. Go to the administration page.
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3. Select the **APPS** menu and click on the **Add Apps**.
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
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4. Find "SAML Test Connector (SP)" for template of settings and select it.
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
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5. Edit display name and icons for OneLogin dashboard as you want, and click **SAVE**.
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
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6. After that other tabs will appear, click the **Configuration**, and fill out the below items, and click **SAVE**.
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* RelayState: The base URL of your hackmd, which is issuer. (last slash is not needed)
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* ACS (Consumer) URL Validator: The callback URL of your hackmd. (serverurl + /auth/saml/callback)
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* ACS (Consumer) URL: same as above.
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* Login URL: login URL(SAML requester) of your hackmd. (serverurl + /auth/saml)
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
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7. The registration is completed. Next, click **SSO** and copy or download the items below.
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* X.509 Certificate: Click **View Details** and **DOWNLOAD** or copy the content of certificate ....(A)
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* SAML 2.0 Endpoint (HTTP): Copy the URL ....(B)
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
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8. In your hackmd server, create IdP certificate file from (A)
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9. Add the IdP URL (B) and the Idp certificate file path to your config.json file or pass them as environment variables.
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* config.json:
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````javascript
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{
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"production": {
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"saml": {
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"idpSsoUrl": "https://*******.onelogin.com/trust/saml2/http-post/sso/******",
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"idpCert": "/path/to/idp_cert.pem"
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}
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}
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}
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````
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* environment variables
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````
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HMD_SAML_IDPSSOURL=https://*******.onelogin.com/trust/saml2/http-post/sso/******
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HMD_SAML_IDPCERT=/path/to/idp_cert.pem
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````
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10. Try sign-in with SAML from your hackmd sign-in button or OneLogin dashboard (like the screenshot below).
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
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### SAML (Other cases)
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The basic procedure is the same as the case of OneLogin which is mentioned above. If you want to match your IdP, you can use more configurations as below.
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* If your IdP accepts metadata XML of the service provider to ease configuraion, use this url to download metadata XML.
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* {{your-serverurl}}/auth/saml/metadata
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* _Note: If not accessable from IdP, download to local once and upload to IdP._
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* Change the value of `issuer`, `identifierFormat` to match your IdP.
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* `issuer`: A unique id to identify the application to the IdP, which is the base URL of your HackMD as default
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* `identifierFormat`: A format of unique id to identify the user of IdP, which is the format based on email address as default. It is recommend that you use as below.
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* urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress (default)
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* urn:oasis:names:tc:SAML:1.1:nameid-format:unspecified
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* config.json:
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````javascript
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{
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"production": {
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"saml": {
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/* omitted */
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"issuer": "myhackmd"
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"identifierFormat": "urn:oasis:names:tc:SAML:1.1:nameid-format:unspecified"
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}
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}
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}
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````
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* environment variables
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````
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HMD_SAML_ISSUER=myhackmd
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HMD_SAML_IDENTIFIERFORMAT=urn:oasis:names:tc:SAML:1.1:nameid-format:unspecified
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````
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* Change mapping of attribute names to customize the displaying user name and email address to match your IdP.
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* `attribute`: A dictionary to map attribute names
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* `attribute.id`: A primary key of user table for your HackMD
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* `attribute.username`: Attribute name of displaying user name on HackMD
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* `attribute.email`: Attribute name of email address, which will be also used for Gravatar
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* _Note: Default value of all attributes is NameID of SAML response, which is email address if `identifierFormat` is default._
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* config.json:
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````javascript
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{
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"production": {
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"saml": {
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/* omitted */
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"attribute": {
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"id": "sAMAccountName",
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"username": "displayName",
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"email": "mail"
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}
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}
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}
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}
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````
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* environment variables
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````
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HMD_SAML_ATTRIBUTE_ID=sAMAccountName
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HMD_SAML_ATTRIBUTE_USERNAME=nickName
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HMD_SAML_ATTRIBUTE_EMAIL=mail
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````
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* If you want to controll permission by group membership, add group attribute name and required group (allowed) or external group (not allowed).
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* `groupAttribute`: An attribute name of group membership
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* `requiredGroups`: Group names array for allowed access to HackMD. Use vertical bar to separate for environment variables.
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* `externalGroups`: Group names array for not allowed access to HackMD. Use vertical bar to separate for environment variables.
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* _Note: Evaluates `externalGroups` first_
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* config.json:
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````javascript
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{
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"production": {
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"saml": {
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/* omitted */
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"groupAttribute": "memberOf",
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"requiredGroups": [ "hackmd-users", "board-members" ],
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"externalGroups": [ "temporary-staff" ]
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}
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}
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}
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````
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* environment variables
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````
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HMD_SAML_GROUPATTRIBUTE=memberOf
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HMD_SAML_REQUIREDGROUPS=hackmd-users|board-members
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HMD_SAML_EXTERNALGROUPS=temporary-staff
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````
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### GitLab (self-hosted)
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1. Sign in to your GitLab
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2. Navigate to the application management page at `https://your.gitlab.domain/admin/applications` (admin permissions required)
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3. Click **New application** to create a new application and fill out the registration form:
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
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4. Click **Submit**
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5. In the list of applications select **HackMD**. Leave that site open to copy the application ID and secret in the next step.
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
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6. In the `docker-compose.yml` add the following environment variables to `app:` `environment:`
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```
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- HMD_DOMAIN=your.hackmd.domain
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- HMD_URL_ADDPORT=443
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- HMD_PROTOCOL_USESSL=true
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- HMD_GITLAB_BASEURL=https://your.gitlab.domain
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- HMD_GITLAB_CLIENTID=23462a34example99fid0943c3fde97310fb7db47fab1112
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- HMD_GITLAB_CLIENTSECRET=5532e9dexample70432secret0c37dd20ce077e6073ea9f1d6
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```
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7. Run `docker-compose up -d` to apply your settings.
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8. Sign in to your HackMD using your GitLab ID:
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
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