Installing
There are four ways to install P4 AS as an application, plus the alternative of installing P4 Authentication Service as a Windows service.
Prerequisites
- Administrative expertise with the software of your Identity Provider (IdP)
- Expertise in security administration sufficient to work with both your IdP and your Perforce server product.
-
A web browser. Any client using the authentication service requires a web browser.
- Source code for P4 AS from the Downloads page (or from the GitHub repository).
-
Any client (even the p4 command-line client) is still required to authenticate through your IdP's website. We recommend that at least one user with super level access use P4 Server authentication instead of P4 AS. See the Authorizing Access in the P4 Server Administration Documentation.
-
Two valid certificates:
-
A server certificate for P4 Authentication Service.
-
A client certificate for the other half of the solution, such as:
-
P4 Server Extension
-
P4 Code Review
-
Perforce ALM License Server
-
P4 Plan Server
-
-
- One or more of the following:
Product Note P4 Server, version 2019.1 or later
You must have knowledge of P4 administration for authentication with tickets - see Authenticating using passwords and tickets in the P4 Server Administration Documentation.
- To configure P4 AS for Helix Core Server (P4D) and a P4 client, such as the P4 Visual client (P4V) or P4 Sync, you must configure a P4 Server Extension. See the Administrator's Guide for Helix Authentication Extension in the docs directory of the Helix Authentication Extension repository on GitHub.
The Helix Authentication Extension provides a mechanism to test the P4 AS with a select group of users prior to rolling out the service organization-wide. See the Testing the extension section in the Administrator's Guide for Helix Authentication Extension in the
docs
directory of the Helix Authentication Extension repository on GitHub.Perforce ALM, version 2019.4 or later, or Surround SCM, version 2019.2 or later
To use the P4 AS to authenticate from Perforce ALM or Surround SCM, you must configure Helix ALM License Server. see the Helix ALM License Server Admin Guide. P4 Plan 11.0 or later See Integrating with identity providers for single sign-on in the P4 Plan System Administrator Guide
Multi-factor authentication
If you want to use multi-factor authentication (MFA) with the P4 AS, consider using the multi-factor authentication solution provided by your IdP.
We do not recommend using the Helix MFA Authenticator with P4 AS. The Helix MFA Authenticator should only be implemented when your password store and MFA service are separated. The typical use case for the Helix MFA Authenticator is to have an on-prem password store (such as LDAP) and a cloud-based MFA service.
Four ways to install as an application
You can install P4 AS as an application by using any of the following:
Method | Note |
---|---|
Docker |
The easiest option is the pre-build Docker container for download. For more information, see https://hub.docker.com/r/perforce/helix-auth-svc |
|
The next easiest option is the package installation. Supported operating systems for package installation:
|
|
Supported operating systems for the installation script:
|
|
Supported operating systems for manual installation
Requires an installation of:
|
Package installation
If your operating system is one of the Supported operating systems for package installation:, perform the package installation because it allows you to use the YUM or APT package manager.
Package installation requires sudo
or root
level privileges.
A package installation creates an operating system user account named perforce
and a group named perforce
for running P4 Authentication Service. Do not run P4 Authentication Service with the Linux root
user account.
-
Follow the instructions for how to configure APT or YUM repositories at Perforce Packages.
-
Install the
helix-auth-svc
package:
-
For APT, run
sudo apt-get install helix-auth-svc
Alternatively, browse the repository and download a Deb file directly from https://package.perforce.com/apt/
-
For YUM, run
sudo yum install helix-auth-svc
Alternatively, you can browse the repository and download an RPM file directly from https://package.perforce.com/yum/
Next
See the configuration steps in the Configuring section.
Installation script
If your operating system is not one of the Supported operating systems for package installation: but is one of the Supported operating systems for the installation script:, we recommend using the installation script rather than performing a Manual installation.
The installation script creates an operating system user account named perforce
and a group named perforce
for running P4 Authentication Service. Do not run P4 Authentication Service with the Linux root
user account.
Installation steps
- Download P4 AS from the Perforce download page by selecting Plugins & Integrations.
- For Family, choose Platform Independent, select TGZ or ZIP, and Download.
- Expand the downloaded .tgz or .zip file.
- Verify that you now have a README file, an example.env file, and an install.sh file. The install.sh is the bash installation script.
- Verify that the bin subdirectory contains the configure-auth-service.sh file.
- Run the bash script named install.sh, which installs Node.js and then builds the service dependencies.
- Modify the service configuration by creating your own editing the .env file. Configuration consists of defining the identity provider (IdP) details for either OIDC or SAML, and setting the SVC_BASE_URI of the authentication service.
- For better security, replace the example self-signed SSL certificates with ones signed by a trusted certificate authority.
- Restart the service by using the systemctl restart helix-auth command. (The
systemctl
command is part of the systemd process manager for Linux.)
When you type
./install.sh -h
the output is:
Installation script for authentication service.
Usage:
install.sh [-m] [-n]
Description:
Install the authentication service and its dependencies.
-m
Monochrome; no colored text.
-n
Non-interactive; does not prompt for confirmation.
-h | --help
Display this help message.
Next
See the configuration steps in the Configuring section.
Manual installation
If your operating system in not one of the Supported operating systems for package installation: or Supported operating systems for the installation script:, it might be one of the Supported operating systems for manual installation.
- Download P4 AS from the Perforce download page by selecting Plugins & Integrations.
- Expand the .tgz or .zip file you downloaded.
- Verify that you now have a README file and an package.json file.
- Create an operating system user account named
perforce
and a group namedperforce
for running P4 Authentication Service. Do not run P4 Authentication Service with the Linuxroot
user account.
Easy way to install Node.js
If you are going to do a manual installation of P4 Authentication Service, a prerequisite is an installation of Node.js. Various packages for Node.js make it easy to install Node.js.
Installing Node.js on Ubuntu
16, 18, 20, 22 |
---|
Packages from NodeSource are easy to install: $ sudo apt-get install build-essential curl git |
Installing Node.js on CentOS/RHEL 8
$ sudo yum install curl git gcc-c++ make
$ curl -sL https://rpm.nodesource.com/setup_20.x | sudo -E bash -
$ dnf --repo=nodesource download nodejs
$ sudo rpm -i --nodeps nodejs-20.*.rpm
$ rm -f nodejs-20.*.rpm
Installing Node.js on RedHat Fedora 31
This release of RedHat Fedora provides a compatible version of Node.js, so installation is simple.
$ sudo dnf install nodejs
CentOS/RHEL 8, RedHat Fedora 31, Ubuntu 16, 18, 20, 22
- Make sure you have an installation of Node.js, version 20 or later (see Easy way to install Node.js ).
- Install the module dependencies:
- Open a terminal window.
- Use the cd command to change to the directory containing the service code. This is the directory that was created when you extracted the .zip or tar.gz file.
- Verify that this directory has the package.json file, and run:
npm install
which copies dependencies from the Node.js package site into the node_modules directory within P4 AS.
Other Linux distributions
- Download and install the Linux Binaries for Node.js, version 20 or later, making sure that the bin folder is added to the PATH environment variable when installing and starting the service.
- Install the module dependencies:
- Open a terminal window.
- Use the cd command to change to the directory containing the service code. This is the directory that was created when you extracted the .zip or tar.gz file.
- Verify that this directory has the package.json file, and run:
npm install
which copies dependencies from the Node.js package site into the node_modules directory within P4 AS.
Windows service installation
P4 AS can be deployed to Windows-based systems, and managed as a Windows service.
-
Download the zip file for the service from Downloads.
-
Select P4 Clients, Plugins, and Integrations > P4 Authentication Service > Download > Family - Platform Independent > Platform - OS Independent > Version - zip > Download.
-
Extract the zip file.
-
- Download and run both:
- The Windows-based installer for Git because it is a precondition for installing the Node.js runtime environment.
- The Windows-based installer for Node.js LTS for Long Term Support.
- Install the module dependencies.
- Open a Windows PowerShell window as an administrator.
- Change to the directory containing the authentication service.
- Run the following commands:
Copycd helix-authentication-service
npm ci --omit=dev --omit=optional
npm install --omit=dev --omit=optional node-windows
node .\bin\install-windows-service.js
(Although you can run the commands as a normal user, several User Access Control prompts will request your permission.)
P4 Authentication Service is now installed and running as a Windows service. When the system restarts, the service starts automatically.
If the service does not appear to be installed and running, run the uninstall script and then install a second time:
node .\bin\uninstall-windows-service.js
node .\bin\install-windows-service.js
Starting and Stopping the Window Service
You can start and stop the P4 Authentication Service Windows service by using the Windows service utilities. The Services application provides a graphical interface for this purpose.
Alternatively, the net
command can be run as administrator from the command shell:
To stop the service,
net stop helixauthentication.exe
To start the service,
net start helixauthentication.exe
Configuration options for Windows
Two options:
Easiest |
Customized |
---|---|
The easiest configuration is to run the
This option assumes that you have an installation of Node.js and Git, and that the administrator has installed the module dependencies by using the This basic Windows configuration does not use Windows event logging and is not connected with Windows service integration. |
The configuration of the authentication service is managed through environment variables. You can set the variables for the service is with a file named
When specifying values in the .env configuration file, you can enclose the values in single ( |
For additional settings, see Configuring.
Logging
The output of the authentication service is captured in text files in the bin\daemon
directory within the directory containing the authentication service. The error output is in a file named helixauthentication.err.log
and the normal output is in a file named helixauthentication.out.log
.
By default, basic logging of the service executable is written to the Windows event log in a source named helixauthentication.exe
, which shows when the service starts, stops, or has critical errors. There might also be a second source named Helix Authentication wrapper
that is created by the program that runs the authentication service as a Windows service.
The authentication service supports writing its own logging to the events
log, and this can be enabled by configuring the logging. See the LOGGING section. To enable logging to the Windows event log, use the transport
value of event
, and optionally define additional properties, as described below.
Name | Description | Default |
---|---|---|
eventLog
|
Selects the event log scope, either APPLICATION or SYSTEM |
APPLICATION
|
source
|
Label used as the source of the logging event | HelixAuthentication
|
An example of logging all messages at levels from info
up to error
, to the SYSTEM
events log, with a source named Auth-Service
:
module.exports = {
level: 'info',
transport: 'event',
event: {
eventLog: 'SYSTEM',
source: 'Auth-Service'
}
}
Be aware that some versions of node-windows
might send all logging to the Application
category in the event viewer, despite the value of the eventLog
setting above.
Removal
To remove P4 Authentication Service as a Windows service, open the PowerShell and execute the following commands from the installation directory of P4 AS.
net stop helixauthentication.exe
node .\bin\uninstall-windows-service.js
The Windows service can also be stopped from Windows' Services
application, where its name is Helix Authentication
, however uninstall-windows-service.js
must still be run from the shell.
Next
See the configuration steps in the Configuring section.