Difference between revisions of "DuoSecurity"

From WHMCS Documentation
 
(13 intermediate revisions by 5 users not shown)
Line 1: Line 1:
 
[http://docs.whmcs.com/Two-Factor_Authentication < Back to Two-Factor Authentication]
 
[http://docs.whmcs.com/Two-Factor_Authentication < Back to Two-Factor Authentication]
  
−
==What is Duo Security==
+
Duo® Security increases security with [[Two Factor Authentication]] (2FA). 2FA using Duo Security combines traditional account credentials (like a username and password) with a code or other verification from a device like a smart phone. Requiring both to log in decreases the threat of a leaked password.
  
−
Duo Security increases security by adding a second identity verification to logins.  By requiring two factors: First, your password (the thing you know) and then something unique (that you have) like your phone, it protects your WHMCS installation and login accounts against unauthorized access.
+
Use of Duo Security is free for up to 10 accounts, and the Duo® Mobile app is available on all major smartphone platforms.
  
−
==Why Duo Security?==
+
<div class="docs-alert-info">
 +
In WHMCS 8.9 and later, our Duo Security integration uses [https://guide.duo.com/universal-prompt Duo Universal Prompt], which uses Duo Push by default. This pushes login or transaction details to your phone, allowing for immediate one-tap approval. If you already used Duo Security with the previous integration, you '''must''' log in to the Duo portal and upgrade your API credentials to use Duo Universal Prompt.
 +
 
 +
* Duo has announced that support for the previous iframe-based Duo Prompt will [https://duo.com/docs/universal-prompt-update-guide end on March 30, 2024]. Duo's support team cannot troubleshoot issues with iframe-based Duo Prompt after this date.
 +
* After you upgrade to WHMCS 8.9 or later, we '''strongly''' recommend activating [https://guide.duo.com/universal-prompt Duo Universal Prompt] in your Duo customer portal to ensure continued functionality. If you do not do this, your customers may experience problems.
 +
* You will require a Duo Security account with an account level of '''Duo MFA''' or higher in order to access the Duo API. [https://go.whmcs.com/918/duo-security-signup Click here to sign up].
 +
</div>
  
−
Duo Security is free up to 10 users which makes it a perfect solution for securing administrator logins.
+
== Configuring Duo Security ==
  
−
The Duo Mobile app is free and available on all major smartphone platforms, and lets users easily generate passcodes without the cost and hassle of hardware tokens.
+
Before you can configure Duo Security globally in WHMCS, you must perform additional steps to retrieve your Duo credentials.
  
−
iPhone, Android, BlackBerry, and Windows Phone users can also use Duo Push which “pushes” login or transaction details to the phone, allowing for immediate, one-tap approval.
+
To configure Duo Security in WHMCS:
  
−
<div class="docs-alert-info">
+
# Log in to [https://admin.duosecurity.com/ your Duo Security account].
−
You will require your own Duo Security account. A 'Duo MFA' or higher level account is required to access the Duo API: [https://go.whmcs.com/918/duo-security-signup Click here to signup].
+
# Click '''Applications''' in the left sidebar.
−
</div>
+
# Click '''Protect an Application'''.
 +
# Perform the appropriate step for your WHMCS version:
 +
#* For WHMCS 8.9 and later, click '''Protect this Application''' under '''Web SDK'''.
 +
#* For WHMCS 8.8 and earlier, click '''Protect this Application''' under '''Auth API'''.<div class="docs-alert-info">If you don't see this option, contact Duo support.</div>
 +
# Retrieve the following values:  [[File:duo-configuration.png|thumb|Duo Universal Prompt credentials (WHMCS 8.9 and later)]]
 +
#* For WHMCS 8.9 and later, retrieve the '''Client ID''', '''Client Secret''', and '''API hostname''' values.
 +
#* For WHMCS 8.8 and earlier, retrieve the '''Integration Key''', '''Secret Key''', and '''API hostname''' values.
 +
# Go to '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[Two Factor Authentication]]''' or, prior to WHMCS 8.0, '''Setup > Staff Management > Two-Factor Authentication'''.
 +
# Click '''Activate''' for '''Duo Security'''.
 +
# To enable Duo Security as a two-factor option for staff, check '''Enable for Staff'''.
 +
# To enable Duo Security for customers, check '''Enable for Clients'''.
 +
# Enter the credentials and hostname that you retrieved from your Duo Security account.
 +
# Click '''Save Changes'''.
 +
 
 +
== Enabling Duo Security as an Admin User ==
  
−
==Configuring Duo Security==
+
To enable Duo Security for an admin:
−
[[File:Duo1.png|thumb|Protect an Application]][[File:Duo2.png|thumb|Protect Auth API]]
 
  
−
To configure Duo Security in WHMCS, follow the steps below:
+
# Perform the steps above to configure Duo Security.
 +
# Navigate to the '''My Account''' page within the WHMCS Admin Area.
 +
# Click '''Enable Two-Factor Authentication'''.
 +
# Follow the instructions to complete the setup process.
  
−
# Begin by logging in to your account at [https://admin.duosecurity.com/ Duo Security]
+
== Enabling Duo Security as a Client ==
−
# Click ''Applications'' in the left sidebar
 
−
# Click ''Protect an Application''
 
−
# Locate the '''Auth API''' option
 
−
#* If you are missing this option from your Duo account, you will need to contact Duo to have them activate this for your account
 
−
# Beneath it click ''Protect this Application''
 
−
# Take note of following values:
 
−
* Integration Key
 
−
* Secret Key
 
−
* API hostname
 
  
−
Now login to your WHMCS Admin area as a Full Administrator user:
+
To enable Duo Security as a client:
−
[[File:Duo3.png|thumb|Complete configuration in WHMCS]]
 
−
# Navigate to '''Setup > Staff Management > Two-Factor Authentication'''
 
−
# Click the "Activate" button next to Duo Security
 
−
# To enable Duo Security as a two-factor option for staff, tick the checkbox labelled '''Enable for Staff'''
 
−
# To enable Duo Security for customers, tick the checkbox labelled '''Enable for Clients'''
 
−
# Enter the Integration Key, Secret Key and API Hostname you noted down previously where requested
 
−
# Click ''Save Changes''
 
  
−
==Enabling Duo Security as an Admin User==
+
# Log in to the WHMCS Client Area.
 +
# Go to  '''Account > My Account > Security Settings''' or, prior to WHMCS 8.0, '''My Account > Security Settings'''.
 +
# Click '''Enable Two-Factor Authentication'''.
 +
# Follow the instructions to complete the setup process.
  
−
To enable Duo Security for your admin user account, begin by configuring Duo Security as instructed above.
+
On all future login attempts, the client will be asked to complete the Two-Factor Authentication process.
  
−
Once complete, navigate to the My Account page within the WHMCS admin area and from there you will see an option to enable Two-Factor Authentication.
+
==Using Existing Duo Accounts With WHMCS==
  
−
You will then be guided through the setup process.
+
The WHMCS Duo integration uses the following format for admins that it transmits to Duo:
  
−
On all future login attempts, you will be asked to complete the Two-Factor Authentication process.
+
<div class="source-cli">
 +
adminemailaddress:adminemailaddress:whmcslicensekey 
 +
</div>
  
−
==Enabling Duo Security as a Client==
+
You can use existing Duo accounts or users to complete two-factor authentication into the Admin Area. To do this, use the alias function in Duo to create an alias for the admin. For more information, see Duo's [https://help.duo.com/s/article/aliases-guide?language=en_US Aliases Guide ] documentation.
  
−
Login to the WHMCS client area and then navigate to My Account > Security Settings.
+
== Reactivating a user ==
 +
 +
When a user replaces or loses a two-factor device, they will need to reauthenticate DuoSecurity in order to enable the prompt. To achieve this, an admin will need to delete and restore the users from within the Duo dashboard.
 +
 +
For more information, see [https://duo.com/docs/administration-users#activating-duo-mobile Duo's documentation].
  
−
From there, click the Enable Two-Factor Authentication button.
+
== Troubleshooting ==
  
−
You will then be guided through the setup process.
+
=== The second factor you supplied was incorrect. Please try again ===
  
−
On all future login attempts, you will be asked to complete the Two-Factor Authentication process.
+
Seeing this error when activating the DuoSecurity method for the first time indicates that the code does not match what DuoSecurity expects. This is caused by the time on your server not matching DuoSecurity's clocks.
  
−
==Troubleshooting==
+
You can see the time in the top-right corner of your WHMCS Admin Area. WHMCS retrieves this directly from your server's PHP configuration and you must ensure that the server time is synced exactly with UTC. For example, if the server time is 00:01 and the time at DuoSecurity is 00:00, you will see this error. Syncing the server with [http://en.wikipedia.org/wiki/Network_Time_Protocol NTP] to verify the time will resolve this.
−
===The second factor you supplied was incorrect. Please try again===
 
−
Seeing this error when activating the DuoSecurity method for the first time means that the code being entered does not match that which DuoSecurity expects. This is caused by the time on your server not matching DuoSecurity's clocks
 
  
−
You can see the time in the top-right corner of your WHMCS admin area, it's taken directly from your server's PHP configuration. So you must ensure the server time is synced exactly with UTC. For example if the server time is 00:01 and the time at DuoSecurity is 00:00 you will see this error. Syncing the server with [http://en.wikipedia.org/wiki/Network_Time_Protocol NTP] to ensure the time is exactly right will resolve this.
+
Different timezones are taken into account, ensuring that these differences won't cause a problem.
  
−
Different time-zones are taken into account, so time-zone differences won't cause a problem.
+
=== Invalid Integration ===
 +
An Invalid Integration error is displayed on the Duo authentication screen when the keys/hostname used in Duo module  configuration are incorrect. Please reconfigure the module settings by [[#Configuring_Duo_Security|following the steps above]].

Latest revision as of 15:30, 18 March 2024

< Back to Two-Factor Authentication

Duo® Security increases security with Two Factor Authentication (2FA). 2FA using Duo Security combines traditional account credentials (like a username and password) with a code or other verification from a device like a smart phone. Requiring both to log in decreases the threat of a leaked password.

Use of Duo Security is free for up to 10 accounts, and the Duo® Mobile app is available on all major smartphone platforms.

In WHMCS 8.9 and later, our Duo Security integration uses Duo Universal Prompt, which uses Duo Push by default. This pushes login or transaction details to your phone, allowing for immediate one-tap approval. If you already used Duo Security with the previous integration, you must log in to the Duo portal and upgrade your API credentials to use Duo Universal Prompt.

  • Duo has announced that support for the previous iframe-based Duo Prompt will end on March 30, 2024. Duo's support team cannot troubleshoot issues with iframe-based Duo Prompt after this date.
  • After you upgrade to WHMCS 8.9 or later, we strongly recommend activating Duo Universal Prompt in your Duo customer portal to ensure continued functionality. If you do not do this, your customers may experience problems.
  • You will require a Duo Security account with an account level of Duo MFA or higher in order to access the Duo API. Click here to sign up.

Configuring Duo Security

Before you can configure Duo Security globally in WHMCS, you must perform additional steps to retrieve your Duo credentials.

To configure Duo Security in WHMCS:

  1. Log in to your Duo Security account.
  2. Click Applications in the left sidebar.
  3. Click Protect an Application.
  4. Perform the appropriate step for your WHMCS version:
    • For WHMCS 8.9 and later, click Protect this Application under Web SDK.
    • For WHMCS 8.8 and earlier, click Protect this Application under Auth API.
      If you don't see this option, contact Duo support.
  5. Retrieve the following values:
    Duo Universal Prompt credentials (WHMCS 8.9 and later)
    • For WHMCS 8.9 and later, retrieve the Client ID, Client Secret, and API hostname values.
    • For WHMCS 8.8 and earlier, retrieve the Integration Key, Secret Key, and API hostname values.
  6. Go to Configuration () > System Settings > Two Factor Authentication or, prior to WHMCS 8.0, Setup > Staff Management > Two-Factor Authentication.
  7. Click Activate for Duo Security.
  8. To enable Duo Security as a two-factor option for staff, check Enable for Staff.
  9. To enable Duo Security for customers, check Enable for Clients.
  10. Enter the credentials and hostname that you retrieved from your Duo Security account.
  11. Click Save Changes.

Enabling Duo Security as an Admin User

To enable Duo Security for an admin:

  1. Perform the steps above to configure Duo Security.
  2. Navigate to the My Account page within the WHMCS Admin Area.
  3. Click Enable Two-Factor Authentication.
  4. Follow the instructions to complete the setup process.

Enabling Duo Security as a Client

To enable Duo Security as a client:

  1. Log in to the WHMCS Client Area.
  2. Go to Account > My Account > Security Settings or, prior to WHMCS 8.0, My Account > Security Settings.
  3. Click Enable Two-Factor Authentication.
  4. Follow the instructions to complete the setup process.

On all future login attempts, the client will be asked to complete the Two-Factor Authentication process.

Using Existing Duo Accounts With WHMCS

The WHMCS Duo integration uses the following format for admins that it transmits to Duo:

adminemailaddress:adminemailaddress:whmcslicensekey

You can use existing Duo accounts or users to complete two-factor authentication into the Admin Area. To do this, use the alias function in Duo to create an alias for the admin. For more information, see Duo's Aliases Guide documentation.

Reactivating a user

When a user replaces or loses a two-factor device, they will need to reauthenticate DuoSecurity in order to enable the prompt. To achieve this, an admin will need to delete and restore the users from within the Duo dashboard.

For more information, see Duo's documentation.

Troubleshooting

The second factor you supplied was incorrect. Please try again

Seeing this error when activating the DuoSecurity method for the first time indicates that the code does not match what DuoSecurity expects. This is caused by the time on your server not matching DuoSecurity's clocks.

You can see the time in the top-right corner of your WHMCS Admin Area. WHMCS retrieves this directly from your server's PHP configuration and you must ensure that the server time is synced exactly with UTC. For example, if the server time is 00:01 and the time at DuoSecurity is 00:00, you will see this error. Syncing the server with NTP to verify the time will resolve this.

Different timezones are taken into account, ensuring that these differences won't cause a problem.

Invalid Integration

An Invalid Integration error is displayed on the Duo authentication screen when the keys/hostname used in Duo module configuration are incorrect. Please reconfigure the module settings by following the steps above.

Retrieved from "http://3.17.75.209/index.php?title=DuoSecurity&oldid=34488"