Dynamic host catalogs on Azure
Dynamic updates to host catalogs is an important differentiator for Boundary from traditional access methods that rely on manual target configuration, and enables even tighter integrations with major cloud providers for seamlessly onboarding cloud tenant identities, roles, and targets.
Boundary 0.7 introduces a key Boundary component by enabling automated discovery of target hosts and services. Starting with support for Azure and AWS, dynamic connections to any service registry ensures that hosts and host catalogs are consistently up-to-date. This critical workflow offers access-on-demand and eliminates the need to manually configure targets for dynamic, cloud-based infrastructure.
This tutorial demonstrates configuring a dynamic host catalog using Microsoft Azure.
Dynamic hosts catalog overview
- Get setup
- Dynamic host catalogs background
- Set up cloud hosts
- Build a host catalog
- Verify catalog membership
Prerequisites
A Boundary binary greater than 0.7.1 in your
PATH
.This tutorial assumes you can connect to an HCP Boundary cluster or launch Boundary in dev mode.
A Microsoft Azure account. This tutorial requires the creation of new cloud resources and will incur costs associated with the deployment and management of these resources.
Installing the Azure CLI provides an optional workflow for this tutorial.The executable must be available within your
PATH
.Installing Terraform 0.14.9 or greater provides an optional workflow for this tutorial. The binary must be available in your
PATH
.
Get setup
In this tutorial, you will test dynamic host catalog integrations using HCP Boundary or by running a Boundary controller locally using dev mode.
The HCP Quickstart tutorials provide an overview of getting started with an HCP Boundary cluster.
If you have an HCP Boundary cluster deployed, the Access HCP Boundary tutorial provides an overview of configuring your local machine to authenticate with your HCP cluster.
This tutorial provides both CLI and UI workflows for setting up OIDC authentication.
To proceed with the CLI workflow:
Log in to the Boundary web UI and copy your org ID by clicking the copy icon.
Open a terminal session and set a environment variable for the org ID.
In the Boundary web UI, click Projects and copy your project ID by clicking the copy icon.
Open a terminal session and set a environment variable for the project ID.
In the Boundary web UI, click Orgs in the left navigation menu to return to the global scope, and then click Auth Methods.
Click the copy icon for the Password auth method.
In your terminal set an environment variable named
BOUNDARY_AUTH_METHOD_ID
to the copied ID.Close the Boundary web UI.
Return to the HCP web Portal Boundary page, then click the copy icon for the Cluster URL in the Getting started with Boundary section.
In your terminal, set the
BOUNDARY_ADDR
environment variable to the copied URL.Log in with the administrator credentials you created when you deployed the HCP Boundary instance. Enter your password at the
Please enter the password (it will be hidden):
prompt.
You are now logged into your HCP Boundary instance's Global scope via the CLI. This is the default scope for all new Boundary clusters.
Dynamic host catalogs background
In a cloud operating model infrastructure resources are highly dynamic and ephemeral. Boundary lacks an on-target agent or daemon, and as a result cannot recognize when a host service migrates or is redeployed. Instead, Boundary relies on an external entity, such as manual configuration by an administrator or IaC application (such as Terraform), to ensure host definitions route to the appropriate network location. This is a pattern followed by many other secure access solutions.
Dynamic host catalog plugins provide an alternative mechanism for automating the discovery and configuration of Boundary hosts and targets by delegating the host registry and their connection information to a cloud infrastructure provider. Administrators provide credentials to the catalog provider and a set of tag-based rules for discovery resources in the catalog. For example, "this catalog contains all VMs in Azure's useast region within the marketing subscription". This model differs from other that rely on either IaC target discovery or agent-based target discovery.
To accommodate this model, Boundary 0.7.0 introduces plugin support via Go-Plugin for expanding the dynamic host catalog ecosystem. While this initial release of Boundary plug-ins are limited to dynamic host catalogs, plugins enable a future ecosystem of partner and community contributed integrations across each step in the Boundary access workflow.
Host tag filtering
To successfully maintain a dynamic host catalog, hosts should be tagged in a logical way that enables sorting into the appropriate host sets identifiable by filters.
For examples, this tutorial configures hosts on Azure using the following tags:
"tagName eq 'service-type' and tagValue eq 'database'"
"tagName eq 'application' and tagValue eq 'dev'"
"tagName eq 'application' and tagValue eq 'production'"
Hosts with these tags will be sorted into any host catalogs and host sets configured using these filtering attributes.
Set up cloud hosts
Warning
This tutorial deploys cloud machines to test host catalog plugin configuration. You are responsible for any costs incurred by following the steps in this tutorial. Recommendations for destroying the associated cloud resources are detailed in the Cleanup and teardown section.
A Microsoft Azure account and sample application are required to setup the Boundary Azure host plugin. If you don't have an account, sign up for Azure. A free account is suitable for the steps outlined in this tutorial, but please note that you are responsible for any charges incurred by following the steps in this tutorial.
This tutorial enables configuration of the test hosts using the Azure CLI, Terraform, or the Azure Portal UI.
There are four tasks necessary to set up hosts using the Azure CLI.
- Create an Application in Azure Active Directory with an associated Service Principal
- Create a role assignment granting the new application Reader permissions to your subscription
- Generate a Client Secret for the Azure Active Directory Application, enabling Boundary to authenticate
- Tag the hosts, so they can be filtered into catalogs by Boundary.
Register a new Azure AD application
First, log in to Azure. You will need to know the Tenant domain name. If you need to add a new Tenant to your Subscription, create a new Tenant and then copy its domain.
A browser window will open prompting you to login with your Azure credentials.
Upon successful authentication, you should receive a confirmation message that
You have logged into Microsoft Azure!
, and you can then close the browser tab.
Returning to the terminal session, you should see updated output containing the
tenantID
.
Example output:
Copy the Tenant ID (0e3e2e88-8caf-41ca-b4da-q3b33b6c43tz
in this example).
Additionally, copy the id
field, which contains the Subscription ID
(c9ed8610-47a3-4107-a2b2-a322114dkd78
in this example). These values will be
used in the next step and when configuring Boundary.
Note
Subscription and Tenant IDs can also be gathered using the az
account list
command.
Export the Tenant ID and Subscription ID as environment variables for use in the following steps.
The Azure AD application needs a service principle that enables role-based
access control (RBAC) to other resources, in this case the ability to read
subscription information. This will allow Boundary to filter for hosts that
match its filter criteria later on. This type of application is created using
the az ad sp create-for-rbac
command.
Copy the appId
from the output (c2f9b423-9aa1-4ed4-809d-0af5b28397f9
in this
example). This is the Application or Client ID. Export it as an environment
variable.
Now, create a role assignment for the new application granting it the Reader
role within your subscription. Supply the appID
and Subscription ID using the
environment variables exported earlier.
Example output:
Generate a client secret for the application
With the application created and Reader role assigned, generate an application client secret for Boundary to use for authentication.
The az add app credential reset
command is used to append or overwrite an
application's password or certificate credentials.
Example output:
Export the password
returned in the output
(FJY4nDv7P_bKgQBrY-k2MWwrfm-mj130Bq
in this example) as an environment
variable for use when configuring Boundary later on. Store this value
somewhere safe, because it cannot be accessed again.
Create hosts
With the Azure AD application in place, hosts can be deployed to test the dynamic host catalog integration.
To easily deploy a set of pre-configured hosts, a template file is available for use with the Azure Resource Manager (ARM).
Clone down the sample template repository.
Navigate into the azure
directory.
Next, deploy a new resource group using the provided azure-dynamic-hosts
template.
First, create a new resource group within your subscription that will contain
the hosts. This tutorial uses the eastus
location, but you can use any
location you want. Check the available locations with az account
list-locations
.
Example output:
With the new resource group created, the host template file can be deployed.
The output will prompt Please provide securestring value for 'adminPasswordOrKey'
(? for help):
This is a required password or SSH key to access the VMs.
Note
This tutorial does not log into the associated VMs, but it is best practice to copy the password or retain the private key for the duration of the tutorial.
After entering a password, hit Enter
to proceed.
The deployment will take a few minutes. When complete, a large amount of output will be displayed containing details for the newly created hosts and associated resources.
Check the template deployment completed successfully by querying the deployment
group. List all resources in the boundary-dynamic-hosts_group
using the
--query
option on the az
command.
Gather plugin details
To use the Boundary Azure hosts plugin, the following details must be gathered from Azure:
- ARM Tenant (Directory) ID
- ARM Subscription ID
- ARM Client (Application) ID
- ARM Client Secret
These values should be available as environment variables within the terminal session, or copied to a safe location for use when setting up Boundary.
Host catalog plugins
For Boundary, the process for creating a dynamic host catalog has two steps:
- Create a plugin-type host catalog
- Create a host set that defines membership using filters
A plugin-type host catalog can be created using some cloud provider resource details, and the host set is then defined using a filter that selects hosts for membership based on the tags defined when setting up the hosts.
Host set filter expressions are defined by the plugin provider, in this case
Azure. The Azure plugin uses simple filter queries to specify tags associated
with hosts based on tagName
and tagValue
.
For example, a host set filter that selects all hosts tagged with
"service_type": "database"
is written as:
Resources within Azure can generally be filtered by tag names and values, and
additional operators such as ne
(not equals) can be utilized.
To learn more about Azure filters for listing resources, visit the $filter
section in the Azure API
docs.
Build a host catalog
With the cloud provider details gathered, a plugin host catalog can now be created that will contain the respective host sets for the database and application filters.
Create a host catalog plugin
Check that the ARM parameter environment variable values were set correctly in your session.
If necessary, authenticate to Boundary as the admin user.
Next, create a new plugin-type host catalog with a -plugin-name
of azure
,
providing the ARM Tenant ID, Subscription ID, and Client ID using the -attr
flag, and the ARM Client Secret using the -secret
flag. These values should
map to the environment variables defined above.
Command flags:
-plugin-name
: This corresponds to the host catalog plugin's name, such asazure
oraws
disable_credential_rotation
: This tutorial utilizes a static secret by setting this value totrue
tenant_id
: The ARM Tenant(Directory) ID, supplied as an environment variablesubscription_id
: The ARM Subscription ID, supplied as an environment variableclient_id
: The ARM Client (Application) ID, supplied as an environment variablesecret_value
: The ARM Client Secret, supplied as an environment variable
Note
Although credentials are stored encrypted within Boundary, by
default this plugin attempts to rotate credentials supplied through the
secrets
object during a create or update call to the host catalog resource.
The given credentials will be used to create a new credential, and then the
given credential will be revoked. In this way, after rotation, only Boundary
knows the client secret in use by this plugin. Credential rotation will be
generally available in a future release of Boundary.
Sample output:
Copy the host catalog ID from the output (hcplg_zZfpE9UHlz
in this example) and
store it in the HOST_CATALOG_ID
environment variable.
Create the host sets
With the dynamic host catalog created, host sets can now be defined that correspond to the service-type and application tags added to the hosts.
Recall the three host sets we wish to create:
- All hosts with a
service-type
tag ofdatabase
- All hosts with an
application
tag ofdev
- All hosts with an
application
tag ofproduction
The respective host set filters can be constructed as:
"tagName eq 'service-type' and tagValue eq 'database'"
"tagName eq 'application' and tagValue eq 'dev'"
"tagName eq 'application' and tagValue eq 'production'"
Create the first plugin host set containing hosts tagged with a service-type
of database
, supplying the host catalog ID copied above and the needed filter
using the -attr
flag.
Sample output:
Copy the database host set ID from the output (hsplg_IiQgeZYxKJ
in this example) and
store it in the DATABASE_HOST_SET_ID
environment variable.
Wait a moment, then list all available hosts within the azure
host catalog,
which contains the newly created database
host set.
Note
It may take up to five minutes for the host catalog to sync with the cloud provider.
Troubleshooting
If the boundary hosts list
command returns No hosts
found
, expand the accordion below to check your work.
If the host catalog is misconfigured, hosts will not be discoverable by Boundary. There are two issues to check:
- The host catalog ARM ID's supplied as environment variables are incorrect
- The Azure subscription role of
Reader
has not been applied to the application
Note
Depending on the type of configuration issue, you will need to wait approximately 5 - 10 minutes for the existing host catalog or host sets to sync with the provider and refresh their values. If you do not want to wait a new host catalog and host set can be created from scratch, but these will also take several minutes to sync upon creation.
If incorrect, update the managed group filter. This process can also be used to update the managed group filter criteria in the future for any existing managed groups.
First, check the environment variables defined when creating a host catalog plugin. Ensure these are the correct values gathered when setting up the cloud hosts in the Azure portal.
If these are incorrectly defined, set the environment variables again, and update the host catalog:
Second, check is the Reader role assignment to the Azure AD application's subscription. If incorrect permissions are assigned or the wrong application is selected, Boundary will not be able to view the hosts from the application granting it access.
Review the steps for granting the application access to manage resources in your Azure Subscription.
After correcting the role, give Boundary up to five minutes to refresh the connection to Azure, and list the available hosts again.
Now create a host set that correspond to the application
tag of dev
.
Sample output:
Copy the dev host set ID from the output (hsplg_sqcZJGNxHD
in this example) and
store it in the DEV_HOST_SET_ID
environment variable.
Lastly, create a host set that correspond to the application
tag of
production
.
Sample output:
Copy the production host set ID from the output (hsplg_qUm6k52Tmu
in this
example) and store it in the PRODUCTION_HOST_SET_ID
environment variable.
Verify catalog membership
With the database
, dev
, and prod
host sets defined within the azure host
catalog, the next step is to verify that the four VM hosts listed as members of
the catalog are dynamically included in the correct host sets.
Host membership can be verified by reading the host set details and verifying its membership IDs.
First, verify that the database
host set contains all four members of the
azure host catalog.
Perform a read on the host set named database
to view its members.
If the Host IDs
section is missing, expand the troubleshooting accordion to
diagnose what could be wrong.
If the host catalog is misconfigured, hosts will not be discoverable by Boundary.
At this point in the tutorial hosts are contained within the host catalog, but not appearing in one or more host sets. This implies that the host set itself is misconfigured.
Above, you performed a read
on the database host set. Check the Attributes
section, and verify it matches the correctly defined filter:
If the tag is incorrectly assigned, perform an update on the affected host set to fix the filter:
After updating the filter, Boundary will automatically refresh the host set.
Note
Depending on the type of configuration issue, you will need to wait approximately 5 - 10 minutes for the existing host catalog or host sets to sync with the provider and refresh their values. If you do not want to wait a new host catalog and host set can be created from scratch, but these will also take several minutes to sync upon creation.
Check that the updated filter is working by performing another read
on the
database
host set.
If the dev
or production
host sets are affected by incorrect filters, follow
the same procedure to update their filters accordingly.
Next, read the dev
host set details. Verify the Host IDs are the correctly
tagged hosts from the cloud provider.
Notice the Host IDs
section of the output, which returns the two dev VMs
configured in Azure.
Next, read the production host set and verify its Host IDs.
Notice the Host IDs
section of this output. Even though there are two production
VMs, only one is listed in the host set.
To figure out what could be wrong, compare the members of the production
host
set to the members of the database
host set. Remember, members of the
production
and dev
host sets are a sub-set of the database
host set.
By comparing the Host IDs
of the dev
host catalog to the production
catalog, notice that host hplg_cxiWeokxkJ
is missing from the production
host
set, although it is contained within database
.
Update the misconfigured host
Perform a read on the missing host.
The External ID
field shows the name of the misconfigured host:
boundary-vm-4-production
(Scroll to the right in the output to find
/virtualMachines/boundary-vm-4-production
).
Note
Your configuration may show either boundary-vm-3-production
or
boundary-vm-4-production
as the misconfigured VM. Continue with the host that
is misconfigured.
Recall that host set membership is defined based on the VM tags.
List the details for the boundary-vm-4-production
VM, and query for its tag
values.
Notice that the application
tag is misconfigured as prod
, instead of
production
. An easy mistake to make!
Remember the filter defined for the production
host set:
"tagName eq 'application' and tagValue eq 'production'"
The tagValue
must equal production
exactly to be included in this host set.
Note
It is possible to create a more generic filter that could include
tagName
values that can be selected by prefix, but this would require a
restructure of the tagging schema for the VMs. To learn more about filters and
resource tagging, check the Azure API
docs.
Update the application
tag to production
.
The output will display the updated tags, but you can re-run az vm show
to
directly query for the tag values.
Boundary will update the production
host set automatically the next time it
refreshes. This process could take up to ten minutes.
After waiting, read the production
host set again and verify that its Host
IDs
contain the updated host as a member.
Cleanup and teardown
Destroy the
boundary-dynamic-hosts_group
resource group in Azure.Delete all resources using
az group delete
. Entery
when prompted to confirm the operation.This will take some time.
Verify that the resource group has been destroyed by listing the available resource groups.
Delete the
Boundary Dynamic Hosts Test
sample application from Azure AD.Delete the
Boundary Dynamic Hosts Test
app usingaz ad app delete
.Check that the application has been destroyed by attempting to query its ID.
This operation also removes the client secrets and certificates created to access the application.
Stop Boundary
Log in to the HCP portal and delete the HCP Boundary instance.
Next steps
This tutorial demonstrated the steps to set up a dynamic host catalog using the Azure host plugin. You deployed and tagged hosts within Azure, configured a plugin-type host catalog within Boundary, and created three host sets that filtered for the hosts based on their tag values.
To learn more about integrating Boundary with cloud providers like AWS and Azure, check out the OIDC Authentication tutorial.