Configure PingFederate for External OAuth¶
This topic describes how to configure Snowflake as an OAuth Resource and Ping Identity PingFederate as an External OAuth authorization server to facilitate secure, programmatic access to Snowflake data.
In this Topic:
The following two steps assume that your environment does not have anything configured relating to PingFederate OAuth authorization servers, OAuth clients, scopes, and necessary metadata. These steps are also a representative example on how to configure PingFederate.
The information from the first step will be used to create a security integration in Snowflake.
If you already have a PingFederate authorization server and client configured, it is not necessary to complete all of the steps below. Rather, skim the first step and verify that you can obtain the desired information, create scopes, assign scopes to one or more policies, and access the metadata.
If you do not have a PingFederate OAuth authorization server and client configured, complete both steps.
The steps in this topic are a representative example on how to configure PingFederate for External OAuth.
You can configure PingFederate to any desired state and use any desired OAuth flow provided that you can obtain the necessary information for the security integration (in this topic).
Note that the following steps serve as a guide to obtain the necessary information to create the security integration in Snowflake.
Be sure to consult your internal security policies with regard to configuring an authorization server to ensure your organization meets all necessary regulations and compliance requirements.
Steps 1 is derived from the PingIdentity documentation on OAuth 2.0. For more information on how PingIdentity defines its terms, its user interface, and options relating to Authorization Servers consult the following PingIdentity guide:
Step 1: Configure PingFederate¶
Navigate to the PingFederate Server downloads page and either download or upgrade your PingFederate instance based on your operating system.
Use the PingFederate installation guide for your operating system. After installation, access PingFederate.
Create the OAuth Scopes by navigating to the Exclusive Scopes interface in the OAuth Server panel.
To add a Snowflake Role as a scope, add the role to the Scope Value. The Snowflake role must have the
session:role:prefix (e.g. for the Snowflake Analyst role, enter
Enter a description for the scope in the Scope Description box and click Add.
Navigate to the OAuth Server tab and create a new client. Verify the following values.
A friendly name for the PingFederate OAuth Authorization server
A friendly description for the PingFederate OAuth Authorization Server
Select the Scopes (i.e. Snowflake Roles)
ALLOWED GRANT TYPES
Choose Refresh Token and Resource Owner Password Credentials
DEFAULT ACCESS TOKEN MANAGER
JSON Web Tokens
Navigate to the Security tab and export the certificate. Extract the public key from the certificate for use in the following steps.
Navigate to the Instance Configuration tab under the OAuth Server tab and Access Token Management | Create Access Token Management Instance. Update the ISSUER CLAIM VALUE to the unique identifier referencing this OAuth Authorization Server and the AUDIENCE CLAIM VALUE to your Snowflake Account URL (e.g.
Download the PingFederate OAuth Playground add on from the Developer Tools section. This client performs API requests.
Install the OAuth Playground.
Modifying Your External OAuth Security Integration¶
You can update your External OAuth security integration by executing an ALTER statement on the security integration.
For more information, see ALTER SECURITY INTEGRATION.
Using ANY Role with External OAuth¶
In the configuration step to create a security integration in Snowflake, the OAuth access token includes the scope definition. Therefore, at runtime, using the External OAuth security integration allows neither the OAuth client nor the user to use an undefined role in the OAuth access token.
After validating the access token and creating a session, the ANY role can allow the OAuth client and user to decide its role. If necessary, the client or the user can switch to a role that is different that the role defined in the OAuth access token.
To configure ANY role, define the scope as
SESSION:ROLE-ANY and configure the security integration with the
external_oauth_any_role_mode parameter. This parameter can have three possible string values:
DISABLEdoes not allow the OAuth client or user to switch roles (i.e.
use role <role>;). Default.
ENABLEallows the OAuth client or user to switch roles.
ENABLE_FOR_PRIVILEGEallows the OAuth client or user to switch roles only for a client or user with the
USE_ANY_ROLEprivilege. This privilege can be granted and revoked to one or more roles available to the user. For example:
grant USE_ANY_ROLE on integration external_oauth_1 to role1;
revoke USE_ANY_ROLE on integration external_oauth_1 from role1;
Define the security integration as follows:
create security integration external_oauth_1 type = external_oauth enabled = true external_oauth_any_role_mode = 'ENABLE' ...
Using Secondary Roles with External OAuth¶
The desired scope for the primary role is passed in the external token: either the default role for the user (
a specific role that was granted to the user (
By default, Snowflake does not activate the default secondary roles for a user (i.e. the DEFAULT_SECONDARY_ROLES) user in the session.
To activate the default secondary roles for a user in a session and allow executing the USE SECONDARY ROLES command while using External OAuth, complete the following steps:
Configure the security integration for the connection. Set the EXTERNAL_OAUTH_ANY_ROLE_MODE parameter value to either ENABLE or ENABLE_FOR_PRIVILEGE when you create the security integration (using CREATE SECURITY INTEGRATION) or later (using ALTER SECURITY INTEGRATION).
Configure the authorization server to pass the static value of
session:role-anyin the scope attribute of the token. For more information about the scope parameter, see External OAuth Overview.
In the context of testing OAuth while using PingFederate as an authorization server, you must:
Verify that the test user exists in PingIdentity and has a password.
Verify that the test user exists in Snowflake with their
login_nameattribute value set to the
Grant the Analyst role to this user.
Register an OAuth Client.
Allow the OAuth Client to make a POST request to the PingFederate Token endpoint as follows:
Grant type set to Resource Owner.
HTTP Basic Authorization header containing the clientID and secret.
FORM data containing the user’s username and password.
Include any necessary scopes.
The sample command requests the Analyst and that assumes the
session:role:analyst is defined in
PingFederate > OAuth Server > Exclusive Scopes.
Use the following command to obtain an access token from Ping.
curl -k 'https://10.211.55.4:9031/as/token.oauth2' \ --data 'client_id=<CLIENT_ID>&grant_type=password&username=<USERNAME>&password=<PASSWORD>&client_secret=<CLIENT_SECRET>&scope=session:role:analyst'
Connecting to Snowflake with External OAuth¶
After configuring your security integration and obtaining your access token, you can connect to Snowflake using one of the following:
Note the following:
It is necessary to set the
tokenparameter to the
When passing the
tokenvalue as a URL query parameter, it is necessary to URL-encode the
When passing the
tokenvalue to a Properties object (e.g. JDBC Driver), no modifications are necessary.
For example, if using the Python Connector, set the connection string as shown below.
ctx = snowflake.connector.connect( user="<username>", host="<hostname>", account="<account_identifier>", authenticator="oauth", token="<external_oauth_access_token>", warehouse="test_warehouse", database="test_db", schema="test_schema" )
You can now use External OAuth to connect to Snowflake securely.