PSaaS Appliance Infrastructure Requirements: Security and Access

This document details the security and access requirements for your PSaaS Appliance instances.

SSL Certificates

You need to create and install a unique SSL certificate for each PSaaS Appliance (such as your production cluster, your development node, or your QA environment). You need additional certificates if your environments require extensions or you use custom domains. If you are using extensions, please see Webtask with Dedicated Domains.

If you are unsure of where to get SSL Certificates, please contact your network security team. They are usually the ones familiar with the required processes and working with the appropriate certificate authorities (CA) to generate new certificates.

The SSL Certificate:

  • must be created by a public certificate authority. They cannot be self-signed.
  • may be a wildcard or a multi-domain (SAN) certificate;
  • must contain all required DNS/domain names, including those for the:
    • Management Dashboard;
    • Configuration Tenant;
    • webtask;
    • App Tenant(s) (current and future) specific to that particular PSaaS Appliance instance.

Auth0 accepts the following certificate format:

  • PFX/PKCS12

If you are using CER / PEM format, you should convert to PFX format.

The PFX certificate must contain the full chain (all intermediate certificates must be included in the public key).

-----BEGIN CERTIFICATE-----
MY-PUBLIC-KEY
-----END CERTIFICATE-----
-----BEGIN CERTIFICATE-----
PARENT
-----END CERTIFICATE-----

Transparent Proxies

If you are behind a transparent proxy, you will need to:

  • obtain certificate(s) for your proxy created by a public certificate authority.
  • add an exception so that the PSaaS Appliance instance(s) may get through the proxy unauthenticated.

HTTPS or TLS

Users must connect to the PSaaS Appliance using secure protocols (HTTPS or TLS). Depending on your network design, you could terminate the Secure Channel at the load balancer or at the PSaaS Appliance. In both cases your SSL/TLS certificate must be locally installed on the PSaaS Appliance.

SMTP

You must configure an SMTP server in order for the PSaaS Appliance to send emails. The PSaaS Appliance requires an authentication SMTP server that has been configured with SMTP PLAIN authentication.

AWS SES Users: If your domain is not validated, you will not be able to send email with AWS SES.

Optionally, you may use a Transactional Email Provider (such as SendGrid, Amazon SES, Mandrill).

The PSaaS Appliance supports STARTTLS, but it is not required.

Auth0 Remote Access

Auth0 requires remote access to your PSaaS Appliance instances to perform updates, maintenance, or troubleshooting.

Initial Configuration

Auth0's remote access method for initial configuration requires SSH access via Jumphost (the preferred method) or via VPN. After the initial configuration, please feel free to disable this connection.

Updates, Maintenance, and Troubleshooting

Typically, updates are performed via the Auth0 Dashboard. In the event that Auth0 needs to remote in to identify and troubleshoot issues, an Auth0 Customer Success Engineer will need access to the PSaaS Appliance through SSH access via Jumphost (the preferred method) or over VPN. This connection may be enabled for and disabled after the agreed-upon time frames for work.