Overview

OAuth2 authentication allows users to securely log in to Datafor using third-party identity providers (e.g., Google, Microsoft, GitHub). This guide explains how to configure OAuth2 authentication in Datafor, enabling single sign-on (SSO) functionality.

---

1. Accessing OAuth2 Configuration

1. Log in to the Datafor admin panel.

2. Navigate to Settings from the left-side menu.

3. Click on OAuth2 under System Settings.

---

2. OAuth2 Configuration Parameters

The following fields must be configured to enable OAuth2 authentication:

2.1 General Settings

Parameter	Description
Enable OAuth2 Authentication	Toggle this option to enable or disable OAuth2 authentication in Datafor.

---

2.2 OAuth2 Endpoints

Parameter	Description
Authorization Endpoint URL	The OAuth2 authorization endpoint URL, used to initiate the authentication process. Example: https://accounts.google.com/o/oauth2/v2/auth.
Token Endpoint URL	The URL used to exchange the authorization code for an access token. Example: https://oauth2.googleapis.com/token.
User Information Endpoint URL	The URL used to fetch user details after authentication. Example: https://www.googleapis.com/oauth2/v2/userinfo.

---

2.3 Client Credentials

Parameter	Description
Client ID	The unique identifier assigned to your application by the OAuth2 provider.
Client Secret	A confidential key paired with the Client ID, used for secure authentication.

---

2.4 Authorization & Token Exchange

Parameter	Description
Authorization Code Key	The parameter name for the authorization code returned by the OAuth2 provider. Default: code.
Grant Type	The OAuth2 authorization grant type. Example: authorization_code.

---

2.5 User Information Retrieval

Parameter	Description
Access Scope	The OAuth2 scopes specifying which user data should be accessed. Example: email profile.
User Info Request Method	The HTTP method used to request user information (GET or POST).

---

2.6 User Account Initialization

Parameter	Description
Auto-create User	If enabled, Datafor will automatically create user accounts upon first login.
Default User Type	The default type assigned to newly created users (e.g., Reader).
Default Role	The default roles assigned to new users created via OAuth2 authentication.

---

3. Configuring OAuth2 Authentication

Step 1: Enable OAuth2 Authentication

• Toggle Enable OAuth2 Authentication to activate the feature.

Step 2: Configure OAuth2 Endpoints

• Enter the Authorization Endpoint URL (e.g., https://accounts.google.com/o/oauth2/v2/auth).
• Enter the Token Endpoint URL (e.g., https://oauth2.googleapis.com/token).
• Enter the User Information Endpoint URL (e.g., https://www.googleapis.com/oauth2/v2/userinfo).

Step 3: Provide Client Credentials

• Enter the Client ID and Client Secret provided by your OAuth2 provider.

Step 4: Configure Authentication and Token Handling

• Set Authorization Code Key to code.
• Set Grant Type to authorization_code.

Step 5: Configure User Information Handling

• Define Access Scope (e.g., email profile).
• Select User Info Request Method (GET or POST).

Step 6: Configure User Account Management

• Enable Auto-create User if you want accounts to be created automatically.
• Assign Default User Type (Reader, Editor, etc.).
• Define Default Roles (e.g., role2, role4, role5).

---

4. Saving and Testing Configuration

1. Click Save to apply the OAuth2 settings.
2. Perform a test login using OAuth2.
   • If successful: The authentication flow should redirect to the Datafor dashboard.
   • If failed: Check the OAuth2 endpoint URLs, Client ID, Client Secret, and grant type.

---

5. Common Issues and Solutions

Issue	Possible Cause	Solution
Authentication fails	Incorrect OAuth2 credentials	Verify Client ID and Client Secret.
Redirect URI mismatch	Misconfigured redirect settings	Ensure the redirect URI is correctly set in the OAuth2 provider settings.
Invalid authorization code	Expired or incorrect code	Ensure the Authorization Code Key is set correctly.
User not created automatically	Auto-create user disabled	Enable Auto-create User in settings.
Access denied	Insufficient permissions	Check the Access Scope settings.

---

Conclusion

By properly configuring OAuth2 authentication, Datafor allows users to sign in securely using external identity providers. Ensure all parameters are correctly set and perform test logins before deploying OAuth2 authentication to end users.