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docs(migrate): Generalize migration from zitadel (#5661)
* collapse sidebar * generalize and simplify guide
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---
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title: Migrate from v1
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sidebar_label: From ZITADEL v1
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---
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## Export from V1 to Import into V2
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To migrate from ZITADEL V1 to V2 the API provides you with a possibility to export all resources which are under your organizations.
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Currently, this doesn't include the following points:
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* Global policies
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* IAM members
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* Global IDPs
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* Global second/multi factors
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* Machine keys
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* Personal Access Tokens
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* Application keys
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* Passwordless authentication
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Which results in that if you want to import, and you have no defined organization-specific custom policies, the experience for your users will not be exactly like in your old instance.
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:::note
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Note that the resources will be migrated without the event stream. This means that you will not have the audit trail for the imported objects.
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:::
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### Use the API
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To export all necessary data you only have to use one request, as an example:
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```bash
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curl --request POST \
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--url {your_domain}/admin/v1/export \
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--header 'Authorization: Bearer XXXX' \
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--header 'Content-Type: application/json' \
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--data '{
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"org_ids": [ "70669144072186707", "70671105999825752" ],
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"excluded_org_ids": [ ],
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"with_passwords": true,
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"with_otp": true,
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"timeout": "30s",
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"response_output": true
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}' -o export.json
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```
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* "org_ids": to select which organizations should be exported
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* "excluded_org_ids": to exclude several organization, if for example no organizations are selected
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* "with_passwords": to include the hashed_passwords of the users in the export
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* "with_otp": to include the OTP-code of the users in the export
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* "timeout": timeout of the call to export the data
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* "response_output": to output the export as response to the call
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:::note
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To import the exported data into you new instance, you have to have an already existing instance on a ZITADEL V2, with all desired configuration and global resources.
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:::
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Then as an example you can use one request for the import:
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```bash
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curl --request POST \
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--url {your_domain}/admin/v1/import \
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--header 'Authorization: Bearer XXXX' \
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--header 'Content-Type: application/json' \
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--data '{
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"timeout": "10m",
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"data_orgsv1": '$(cat export.json)'
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}'
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```
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* "timeout": timeout of the call to import the data
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* "data_orgsv1": data which was exported from ZITADEL V1
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### Use a Google Cloud Storage
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:::note
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To use this requests you have to have an access token with enough permissions to export and import.
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The used serviceaccount has to have at least the role "Storage Object Creator" to create objects on GCS
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:::
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To export all necessary data you only have to use one request which results in a file in your GCS, as an example:
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```bash
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curl --request POST \
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--url {your_domain}/admin/v1/export \
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--header 'Authorization: Bearer XXXX' \
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--header 'Content-Type: application/json' \
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--data ' "{
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"org_ids": [ "70669144072186707", "70671105999825752" ],
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"excluded_org_ids": [ ],
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"with_passwords": true,
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"with_otp": true,
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"timeout": "10m",
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"gcs_output": {
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"path": "export.json",
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"bucket": "caos-zitadel-exports",
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"serviceaccount_json": "XXXX"
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}
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}'
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```
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* "org_ids": to select which organizations should be exported
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* "excluded_org_ids": to exclude several organization, if for example no organizations are selected
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* "with_passwords": to include the hashed_passwords of the users in the export
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* "with_otp": to include the OTP-code of the users in the export
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* "timeout": timeout for the call to export the data
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* "gcs_output": to write a file into GCS as output to the call
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* "path": path to the output file on GCS
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* "bucket": used bucket for output on GCS
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* "serviceaccount_json": base64-encoded serviceaccount.json used to output the file on GCS
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:::note
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To import the exported data into you new instance, you have to have an already existing instance on a ZITADEL V2, with all desired configuration and global resources.
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The used serviceaccount has to have at least the role "Storage Object Viewer" to read objects from GCS
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:::
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Then as an example you can use one request for the import:
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```bash
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curl --request POST \
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--url {your_domain}/admin/v1/import \
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--header 'Authorization: Bearer XXXX' \
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--header 'Content-Type: application/json' \
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--data '{
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"timeout": "10m",
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"data_orgsv1_gcs": {
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"path": "export.json",
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"bucket": "caos-zitadel-exports",
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"serviceaccount_json": "XXXX"
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}
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}'
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```
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* "timeout": timeout for the import task
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* "data_orgsv1_gcs": to read the export from GCS directly
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* "path": path to the exported file on GCS
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* "bucket": used bucket to read from GCS
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* "serviceaccount_json": base64-encoded serviceaccount.json used to read the file from GCS
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196
docs/docs/guides/migrate/sources/zitadel.md
Normal file
196
docs/docs/guides/migrate/sources/zitadel.md
Normal file
@ -0,0 +1,196 @@
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---
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title: Migrate from ZITADEL
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sidebar_label: From ZITADEL
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---
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This guide explains how to migrate from ZITADEL, this includes
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* ZITADEL Cloud to self-hosted
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* ZITADEL self-hosted to ZITADEL Cloud
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* ZITADEL v1 (deprecated) to ZITADEL v2.x
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## Considerations
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The following scripts don't include:
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* Global policies
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* IAM members
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* Global IDPs
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* Global second/multi factors
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* Machine keys
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* Personal Access Tokens
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* Application keys
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* Passwordless authentication
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Which results in that if you want to import, and you have no defined organization-specific custom policies, the experience for your users will not be exactly like in your old instance.
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:::note
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Note that the resources will be migrated without the event stream. This means that you will not have the audit trail for the imported objects.
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:::
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## Authorization
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You need a PAT from a service user with IAM Owner permissions in both the source and target system.
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### Source system
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1. Go to your default organization
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2. Create a service user "import_user" with Access Token Type "Bearer"
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3. Create a [personal access token](/docs/guides/integrate/pat)
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4. Go to the global instance settings
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5. Add the import_user as [manager](/docs/guides/manage/console/managers) with the role "IAM Owner"
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Save the PAT to the environment variabel `PAT_EXPORT_TOKEN` and the source domain as `ZITADEL_EXPORT_DOMAIN` to run the following scripts.
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### Target system
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1. Go to your default organization
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2. Create a service user "export_user" with Access Token Type "Bearer"
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3. Create a [personal access token](/docs/guides/integrate/pat)
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4. Go to the global instance settings
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5. Add the export_user as [manager](/docs/guides/manage/console/managers) with the role "IAM Owner"
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Save the PAT to the environment variabel `PAT_IMPORT_TOKEN` and the source domain as `ZITADEL_IMPORT_DOMAIN` to run the following scripts.
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:::warning Clean-up
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You should let the PAT expire as soon as possible.
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Make sure to delete the created users after you are done with the migration.
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:::
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## Use file
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### Export to file
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To export all necessary data you only have to use one request, as an example:
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```bash
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curl --request POST \
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--url $ZITADEL_EXPORT_DOMAIN/admin/v1/export \
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--header "Authorization: Bearer $PAT_EXPORT_TOKEN" \
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--header 'Content-Type: application/json' \
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--data '{
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"org_ids": [ ],
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"excluded_org_ids": [ ],
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"with_passwords": true,
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"with_otp": true,
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"timeout": "30s",
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"response_output": true
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}' -o export.json
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```
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| Field | Type | Description |
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| --- | --- | --- |
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| org_ids | list of strings | provide a list of organizationIDs to select which organizations should be exported (eg, `[ "70669144072186707", "70671105999825752" ]`); leave empty to export all |
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| excluded_org_ids | list of strings | to exclude several organization, if for example no organizations are selected |
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| with_passwords | bool | to include the hashed_passwords of the users in the export |
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| with_otp | bool | to include the OTP-code of the users in the export |
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| timeout | duration string | timeout of the call to export the data |
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| response_output | bool | to output the export as response to the call |
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### Import from file
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:::note
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To import the exported data into you new instance, you have to have an already existing instance on a ZITADEL, with all desired configuration and global resources.
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:::
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Then as an example you can use one request for the import:
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```bash
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curl --request POST \
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--url $ZITADEL_IMPORT_DOMAIN/admin/v1/import \
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--header "Authorization: Bearer $PAT_IMPORT_TOKEN" \
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--header 'Content-Type: application/json' \
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--data '{
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"timeout": "10m",
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"data_orgsv1": '"$(cat export.json)"'
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}'
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```
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| Field | Type | Description |
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| --- | --- | --- |
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| timeout | duration string | timeout of the call to import the data |
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| data_orgsv1 | string | data which was exported from ZITADEL V1 |
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## Use Google Cloud Storage
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### Export to GCS
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:::note
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To use this requests you have to have an access token with enough permissions to export and import.
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The used serviceaccount has to have at least the role "Storage Object Creator" to create objects on GCS
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:::
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To export all necessary data you only have to use one request which results in a file in your GCS, as an example:
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```bash
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curl --request POST \
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--url $ZITADEL_EXPORT_DOMAIN/admin/v1/export \
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--header "Authorization: Bearer $PAT_EXPORT_TOKEN" \
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--header 'Content-Type: application/json' \
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--data '{
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"org_ids": [ ],
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"excluded_org_ids": [ ],
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"with_passwords": true,
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"with_otp": true,
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"timeout": "30s",
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"gcs_output": {
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"path": "export.json",
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"bucket": "caos-zitadel-exports",
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"serviceaccount_json": "XXXX"
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}
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}' -o export.json
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```
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| Field | Type | Description |
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| --- | --- | --- |
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| org_ids | list of strings | provide a list of organizationIDs to select which organizations should be exported (eg, `[ "70669144072186707", "70671105999825752" ]`); leave empty to export all |
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| excluded_org_ids | list of strings | to exclude several organization, if for example no organizations are selected |
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| with_passwords | bool | to include the hashed_passwords of the users in the export |
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| with_otp | bool | to include the OTP-code of the users in the export |
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| timeout | duration string | timeout of the call to export the data |
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| gcs_output | object(data_orgsv1_gcs) | to write a file into GCS as output to the call |
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data_orgsv1_gcs object:
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| Field | Type | Description |
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| --- | --- | --- |
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| path | string | path to the output file on GCS |
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| bucket | string | used bucket for output on GCS |
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| serviceaccount_json | string | base64-encoded serviceaccount.json used to output the file on GCS |
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### Import to GCS
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:::note
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To import the exported data into you new instance, you have to have an already existing instance on a ZITADEL, with all desired configuration and global resources.
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The used serviceaccount has to have at least the role "Storage Object Viewer" to read objects from GCS
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:::
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Then as an example you can use one request for the import:
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```bash
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curl --request POST \
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--url $ZITADEL_IMPORT_DOMAIN/admin/v1/import \
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--header "Authorization: Bearer $PAT_IMPORT_TOKEN" \
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--header 'Content-Type: application/json' \
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--data '{
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"timeout": "10m",
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"data_orgsv1_gcs": {
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"path": "export.json",
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"bucket": "caos-zitadel-exports",
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"serviceaccount_json": "XXXX"
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}
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}'
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```
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| Field | Type | Description |
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| --- | --- | --- |
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| timeout | duration string | timeout of the call to import the data |
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| data_orgsv1_gcs | object(data_orgsv1_gcs) | to read the export from GCS directly |
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data_orgsv1_gcs object:
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| Field | Type | Description |
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| --- | --- | --- |
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| path | string | path to the exported file on GCS |
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| bucket | string | used bucket to read from GCS |
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| serviceaccount_json | string | base64-encoded serviceaccount.json used to read the file from GCS|
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@ -108,7 +108,7 @@ module.exports = {
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{
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type: "category",
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label: "Migrate",
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collapsed: false,
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collapsed: true,
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items: [
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"guides/migrate/introduction",
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"guides/migrate/users",
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@ -117,7 +117,7 @@ module.exports = {
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label: "Sources",
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collapsed: true,
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items: [
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"guides/migrate/sources/zitadel-v1",
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"guides/migrate/sources/zitadel",
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"guides/migrate/sources/auth0",
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]
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},
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