OpenSearch/shield/docs/public/mapping-roles.asciidoc

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[[mapping-roles]]
=== Mapping Users and Groups to Roles
If you authenticate users with an `esusers` realm, you can assign roles when you <<esusers-add,add a user>> and use the <<esusers-roles,`roles`>> command to add or remove roles.
For other types of realms, you configure role mappings for users and groups in a YAML file
and copy it to each node in the cluster. Tools like Puppet or Chef can help with this.
By default, role mappings are stored in `CONF_DIR/shield/users/role_mapping.yml`, where `CONF_DIR`
is `ES_HOME/config` (zip/tar installations) or `/etc/elasticsearch` (package installations).
To specify a different location, you configure the `role_mapping` settings in `elasticsearch.yml`.
The `role_mapping` settings enable you to use a different set of mappings for each realm type:
`shield.authc.ldap.files.role_mapping` :: The location of the role mappings for LDAP realms.
`shield.authc.active_directory.files.role_mapping` :: The location of the role mappings for Active Directory realms.
`shield.authc.pki.files.role_mapping` :: The location of the role mappings for PKI realms.
IMPORTANT: For Shield to read the mapping file, it must be stored in the Elasticsearch `CONF_DIR`.
Within the role mapping file, Shield roles are keys and groups and users are values.
The mappings can have a many-to-many relationship. When you map roles to groups, the roles of a
user in that group are the combination of the roles assigned to that group and the roles assigned
to that user.
[[ad-role-mapping]]
The available roles are defined in the <<defining-roles, roles file>>. To specify users and
groups in the role mappings, you use their _Distinguished Names_ (DNs). A DN
is a string that uniquely identifies the user or group, for example
`"cn=John Doe,cn=contractors,dc=example,dc=com"`.
[[ldap-role-mapping]]
LDAP and Active Directory realms support mapping both users and groups to roles. For example:
[source, yaml]
------------------------------------------------------------
monitoring: <1>
- "cn=admins,dc=example,dc=com" <2>
user:
- "cn=John Doe,cn=contractors,dc=example,dc=com" <3>
- "cn=users,dc=example,dc=com"
- "cn=admins,dc=example,dc=com"
------------------------------------------------------------
<1> The name of a Shield role defined in the <<defining-roles, roles file>>.
<2> The distinguished name of an LDAP or Active Directory group.
<3> The distinguished name of an LDAP or Active Directory user. added[1.1.0]
[[pki-role-mapping]]
PKI realms only support mapping users to roles, as there is no notion of a group in PKI. For example:
[source, yaml]
------------------------------------------------------------
monitoring:
- "cn=Admin,ou=example,o=com"
user:
- "cn=John Doe,ou=example,o=com"
------------------------------------------------------------