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"The Keycloak Handbook: Practical Techniques for Identity and Access Management" serves as an essential guide for IT professionals, developers, and system administrators seeking to master the open-source IAM solution, Keycloak. This comprehensive resource demystifies the complexities of identity and access management, equipping readers with the knowledge to implement secure, efficient, and scalable Keycloak solutions. Covering fundamental concepts to advanced customization, the book provides step-by-step instructions, real-world scenarios, and best practices that ensure a thorough understanding of Keycloak's rich feature set and versatility.
Readers will explore essential topics, including setting up development environments, configuring authentication and authorization processes, integrating with applications, and managing users and roles. Each chapter builds upon the last, guiding readers from foundational principles to advanced techniques, such as extending Keycloak's capabilities and optimizing performance. Whether you're deploying Keycloak in a standalone setup or integrating it into complex microservices environments, this book offers valuable insights and actionable guidance to successfully navigate the challenges of modern identity management. Embrace Keycloak's potential and transform how your organization handles identity and access management across its digital infrastructure.
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Veröffentlichungsjahr: 2025
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In today’s interconnected world, managing identities and ensuring secure access to applications and data are critical components of any successful organization. As digital ecosystems grow and expand, the complexity of managing identities and access control increases exponentially. This necessitates a robust and comprehensive framework to handle the diverse requirements of modern identity and access management (IAM).
Keycloak emerges as a leading open-source IAM solution, offering flexible, feature-rich, and comprehensive tools to address a wide range of IAM challenges. Developed by Red Hat, Keycloak provides an integrated platform that supports authentication, authorization, single sign-on (SSO), and identity federation capabilities. It allows organizations to secure applications with minimal effort while supporting the latest industry standards like OAuth 2.0, OpenID Connect, and SAML.
This book, "The Keycloak Handbook: Practical Techniques for Identity and Access Management," serves as an essential resource for professionals seeking to deepen their understanding of IAM and leverage Keycloak’s capabilities effectively. As open-source software, Keycloak offers the advantage of community-driven development and support, ensuring rapid updates and access to a wealth of knowledge shared by a global community of developers and experts.
Throughout this book, readers will discover best practices for deploying and managing Keycloak in various environments, from standalone setups to complex, large-scale deployments. Each chapter delves into different aspects of Keycloak, providing detailed instructions and insights that cover everything from initial setup and configuration to advanced customization and integration techniques.
Our discussion begins with a foundational overview of identity and access management principles, equipping readers with the context needed to appreciate the role of Keycloak in this domain. The journey continues through exploring Keycloak’s architecture, setting up development environments, configuring authentication and authorization flows, integrating with applications, managing users and roles, and delving into advanced features and customizations.
Crucially, the book also addresses ongoing management and monitoring, ensuring that Keycloak deployments remain secure, efficient, and responsive to changing organizational needs. By focusing on practical, actionable guidance, this handbook equips IT professionals, developers, and system administrators with the skills necessary to harness the full potential of Keycloak.
As technology continues to evolve, the importance of secure and efficient IAM solutions cannot be overstated. With its comprehensive feature set and adaptability, Keycloak stands as an indispensable tool for modern organizations seeking to navigate the complexities of digital identity management. This book aims to facilitate that navigation, providing readers with the knowledge and confidence to implement and maintain robust IAM solutions using Keycloak.
Identity and Access Management (IAM) is crucial for securing digital resources by ensuring the right individuals access the appropriate resources. This chapter delves into IAM’s core principles such as identification, authentication, and authorization, explores key technologies like OAuth and SAML, and discusses common implementation challenges and advantages. It also highlights IAM’s diverse use cases across various industries, underscoring its vital role in enhancing security and operational efficiency.
Identity and Access Management (IAM) is an integral part of modern computing environments, designed to ensure that the appropriate individuals are provided access to the right resources while maintaining the integrity and security of those resources. In the increasingly interconnected digital landscape, the tasks of confirming identity and granting access have become both vital and complex. This section explores the fundamental purposes of IAM, its core components, and its significance in securing digital environments.
IAM’s primary function is to manage digital identities, enabling organizations to control who has access to their systems and data. This is not merely about security; it is also about operational efficiency, compliance with regulations, and ensuring that user experiences are as seamless and secure as possible.
A typical IAM system encompasses mechanisms for identification, authentication, and authorization, along with provisions for auditing. It guarantees that individuals are who they claim to be (identification), verifies that identities are legitimate (authentication), determines what actions identities can perform or what resources they can access (authorization), and records these activities for later review (auditing).
The Architecture of IAM
IAM architectures are often multifaceted, with components that handle user provisioning, risk management, role management, and policy administration. The architecture is designed to be comprehensive and adaptable to varying organizational needs.
User provisioning is the process of creating, managing, and deleting user accounts and the associated permissions within the IT infrastructure. It is closely linked to the life cycle of identity within an organization. Automation in user provisioning through IAM systems can significantly reduce the risk of human error and ensure consistency in access control policies.
Role management involves defining roles that correspond to job functions within an organization. Each role is associated with a set of permissions, simplifying the process of assigning or revoking access rights. This approach also complies with the principle of least privilege, wherein users are given no more access than is necessary for their duties.
The following illustrates a simple role-based access control (RBAC) configuration using pseudocode:
This example highlights how roles dictate the access capabilities of users, allowing organizations to manage access rights efficiently through centralized control.
IAM in Practice
The implementation of IAM can help organizations meet compliance requirements by providing evidence of effective access controls. Such regulations might include the General Data Protection Regulation (GDPR), the Health Insurance Portability and Accountability Act (HIPAA), and the Sarbanes-Oxley Act.
A robust IAM system will support multiple authentication methods, such as passwords, biometrics, two-factor authentication, and tokens. Each method has different strengths in security and user convenience, and the choice often depends on an organization’s risk assessment and security posture.
For example, two-factor authentication (2FA) adds an extra layer of security by requiring users to provide two different authentication factors. The first factor is typically something the user knows (a password), and the second factor could be something the user has (a smartphone or a hardware token). This drastically reduces the likelihood of unauthorized access, even if passwords are compromised.
This code snippet outlines a basic implementation of a two-factor authentication system where the OTP (One-Time Password) is generated and then validated.
Significance of IAM in Modern Enterprises
In the modern enterprise, IAM is not merely a security mechanism but a fundamental part of business strategy. Effective identity management allows organizations to optimize user experiences while robustly protecting sensitive information. By simplifying user access, IAM systems enhance productivity by ensuring that employees spend less time on access issues and more time on primary business tasks.
IAM systems support scalability and adaptability, critical characteristics as organizations grow and evolve. The security landscape is dynamic, with threats emerging and technologies advancing. IAM solutions must be flexible enough to incorporate new technologies and methodologies, such as cloud services, mobile access, and Internet of Things (IoT) integrations.
Cloud computing, in particular, poses unique challenges and opportunities for IAM. The shift from on-premises infrastructure to the cloud changes how access is controlled and necessitates a rethink of traditional IAM paradigms. Cloud-based IAM solutions offer advantages such as reduced infrastructure costs and improved resource accessibility, but they must address concerns about data sovereignty and regulatory compliance.
IAM and the Future of Digital Identity
In anticipation of a future increasingly reliant on digital interaction, IAM systems are evolving to manage not just identities but also the context and risk associated with access requests. Dynamic, context-aware authentication methods, where decisions are based on user behavior and environmental factors, are becoming more commonplace. These methods use machine learning algorithms to analyze patterns and create a baseline of normal behavior, which can then alert administrators to anomalies that might indicate security threats.
In addition, privacy concerns are pushing IAM towards a model that provides users with more control over their own identities—sometimes referred to as self-sovereign identity. This decentralized approach empowers users to store and manage their credentials independently, potentially reducing the burden on organizations to defend large stores of user data against breaches.
Implementing IAM effectively requires a strategic approach that balances security, user experience, and cost-effectiveness. It demands coordination across IT, security, and business units, along with a commitment to continuous improvement and adaptation to the shifting technological and regulatory landscapes.
IAM will likely continue to grow in complexity and importance, especially as organizations aim to bolster their defense mechanisms against increasingly sophisticated cyber threats. Its role in ensuring a secure, compliant, and efficient enterprise cannot be overstated, making it a pivotal component in the digital infrastructure of any modern organization.
Understanding the core principles of Identity and Access Management (IAM) is essential to effectively deploying and managing IAM systems within an organization. These principles encompass several key concepts: identification, authentication, authorization, and auditing. Each plays a crucial role in ensuring that access to resources is suitably protected and that access workflows maintain compliance with security policies. This section delves into these fundamental principles, exploring their intricacies and interdependencies.
Identification is the foundational step in any IAM process, where an entity proclaims its identity within a system. This is typically performed through a unique identifier, such as a username or user ID. The aim of identification is straightforward: ensure that each entity within the system’s domain has a unique identity that can be referenced and tracked.
The uniqueness of identification allows systems to associate actions or requests with specific users, a critical capability for both functionality and security. Identification must be managed consistently across different platforms to maintain integrity. Organizations often deploy single sign-on (SSO) solutions to facilitate unified identification across multiple systems.
The following is a Python code snippet demonstrating a simple registration and login process to emphasize the identification step:
In this example, users uniquely identify themselves during registration, providing a basis for authentication and subsequent steps in the IAM process.
Authentication is the process of verifying that an entity is indeed who it claims to be. Effective authentication is critical to any security model because it is the gatekeeper against unauthorized access. Various authentication methods exist, ranging from traditional passwords to more advanced mechanisms like biometrics and multi-factor authentication (MFA).
The choice of authentication method is influenced by an organization’s security requirements and usability considerations. Passwords are a common choice due to their simplicity, but they are often vulnerable to attacks like phishing and brute-forcing. Consequently, MFA has grown in popularity as it reduces reliance on a single factor for authentication.
The code below demonstrates a basic password-based authentication system:
The function checks whether the supplied password matches the one stored in the database for a given username, allowing or denying access.
Authorization is concerned with determining what an authenticated entity is permitted to do within a system. It defines access rights by specifying the actions a user can perform on a resource or resource set. Authorization models vary widely and include discretionary access control (DAC), mandatory access control (MAC), and role-based access control (RBAC), among others.
RBAC is particularly prevalent due to its flexibility and scalability. It allows administrators to assign permissions to roles rather than individual users, thus simplifying the management of access policies, especially in large organizations.
Here is a Python example illustrating a basic authorization check:
With this approach, managing permissions becomes a matter of altering roles and associated permissions, rather than managing each user’s permissions individually.
Auditing in IAM is the systematic examination of user access and activity within the system. It provides a record of events that have occurred, enabling administrators to understand who accessed what and when. This information is invaluable for forensic analysis, compliance reporting, and ongoing security assessments.
Effective auditing requires logging relevant events with sufficient detail. Logs need to be protected from tampering and should be available for review and analysis. Advanced IAM systems use analytics to detect anomalies, which can be indicative of potential security breaches.
An example of an event logging system is illustrated below:
This example records each user action with relevant details, forming a basis for thorough access reviews and security checks.
The effectiveness of an IAM system relies on how these core principles interrelate and reinforce each other. Identification provides a basis for authentication, which in turn is essential for authorization. Auditing serves as a mechanism to evaluate and enhance the other three principles by providing data to monitor compliance and identify areas for improvement.
Implementing IAM comprehensively involves careful planning and an understanding of organizational needs. It requires a balance of security and usability, ensuring that legitimate users can access resources smoothly while protecting against threats.
An effective IAM strategy is also adaptive, allowing for policy and technology updates as threats evolve and organizational requirements change. It involves continuous education and training for users, as awareness is a critical component of maintaining data security and privacy.
IAM is not a singular solution but a suite of integrated processes and technologies. Organizations must view IAM as a dynamic set of practices that aligns with their strategic goals, providing a foundation upon which secure and efficient operations are built. With its robust application, IAM contributes to an organization’s resilience in the face of growing cyber threats, fostering an environment where opportunities can be pursued with confidence in security structures.
The landscape of Identity and Access Management (IAM) is heavily influenced by evolving technologies and global standards that offer frameworks and protocols for secure and efficient implementation. This section examines prominent IAM technologies and standards, shedding light on their functionalities and the roles they play within the IAM ecosystem. We will focus on OAuth, Security Assertion Markup Language (SAML), and OpenID Connect, exploring their distinct features, applications, and importance in building secure digital infrastructures.
OAuth: Delegated Authorization
OAuth is an open standard for access delegation, widely used for token-based authentication and authorization. It allows third-party applications to access a user’s data without exposing credentials, facilitating safer and more efficient interactions between services. The current most prevalent version, OAuth 2.0, simplifies the processes for developers and enhances security mechanisms.
In essence, OAuth delegates access rights by using tokens. Here is a simplified overview of the OAuth 2.0 authorization flow:
Resource Owner: The user who owns the account or resource being accessed.
Client: The application requesting access to the resource owner’s data.
Authorization Server: Issues access tokens after successful authentication of the resource owner.
Resource Server: Holds the protected data and accepts tokens for access.
A typical OAuth flow involves the following steps:
1.
The client requests authorization from the resource owner.
2.
The resource owner gives consent and an authorization grant is issued.
3.
The client exchanges the authorization grant for an access token with the authorization server.
4.
The client uses the access token to access the protected resources on the resource server.
The following Python example illustrates how a simple OAuth 2.0 client might be implemented using a library:
This example elucidates a straightforward client-side interaction where a user is prompted to approve access, subsequently receiving an access token.
SAML: Federated Identity Management
Security Assertion Markup Language (SAML) is an XML-based framework for exchanging authentication and authorization information between parties, particularly beneficial in Single Sign-On (SSO) scenarios. SAML enables identity providers (IdP) to issue assertions about a user’s identity and rights, which service providers (SP) can consume.
SAML’s key components include:
Assertions: Statements about authentication, attributes, and authorization issued by the IdP.
Protocol: Defines how SAML requests and responses are made, typically using HTTP redirects or POST.
Bindings: Specify how SAML messages are mapped onto standard messaging or communication protocols.
Profiles: Outlines specific use cases like Web SSO, detailing how SAML exchanges are structured for each scenario.
In a typical SAML SSO flow, the user access request triggers the SP to redirect the user to the IdP. Once authenticated by the IdP, the user is redirected back to the SP with a SAML assertion that confirms their identity and privileges.
SAML is integral to enterprise environments where federated identity management streamlines user workflows and enhances security.
OpenID Connect: Authentication Layer on OAuth 2.0
OpenID Connect (OIDC) is an identity layer built on top of OAuth 2.0, allowing for secure, federated authentication. It adds an identity access component to the OAuth framework by using JWTs (JSON Web Tokens) to convey identity information about authenticated users. OIDC provides a seamless, standardized protocol for consuming services like profile data across multiple platforms without revealing passwords.
The architecture of OIDC includes:
End User: The entity being authenticated.
Relying Party: The application which requires user authentication.
OpenID Provider: Authenticates the end user and provides identity assertions.
OIDC facilitates a more user-centric approach, maintaining simplicity while providing robust security features. This is demonstrated in the exchange below where a user logs into a third-party application via an OpenID Connect provider, leading to an identity token being issued:
The above code demonstrates an OpenID Connect client interaction and illustrates how users are authenticated and identity tokens are obtained.
The standards and technologies underpinning IAM, such as OAuth, SAML, and OpenID Connect, are critical for preserving secure and seamless digital transactions. By adhering to these protocols, organizations standardize their identity management processes, ensuring reliability and interoperability across diverse platforms and services.
The complexity and breadth of IAM frameworks necessitate continuous innovation and adaptation. Organizations must remain vigilant, implementing technologies that not only serve today’s requirements but also foresee tomorrow’s challenges, including integration with advanced analytics, artificial intelligence in user behavior analysis, and evolving methods of decentralized identity management. These technologies and standards will indubitably remain the backbone of security in digital identity management, enabling organizations to safeguard access and identity regardless of the technological shifts on the horizon.
Identity and Access Management (IAM) systems are a cornerstone of modern organizational security, facilitating controlled access to digital resources. Despite their importance, implementing IAM systems poses numerous challenges. However, overcoming these challenges yields significant benefits that enhance organizational security and efficiency. This section explores the common obstacles faced during IAM implementation and the substantial advantages these systems provide when successfully deployed.
Challenges in Implementing IAM
Complexity of Integration
Integrating IAM systems into existing IT infrastructure is inherently complex. Organizations often use a diverse set of technologies and applications, each with unique requirements and access protocols. Ensuring compatibility and seamless integration can be difficult and time-consuming.
Integrating IAM involves mapping roles and permissions across various systems and ensuring the consistent propagation of changes across the network. This requires a deep understanding of the organization’s infrastructure and potentially significant modifications to align with IAM standards.
Scalability and Flexibility
As organizations grow, their IAM solutions must scale accordingly. Many IAM platforms struggle with scalability, particularly if they rely heavily on legacy systems that were not designed with growth in mind. This can result in performance bottlenecks and inefficiencies.
Flexibility is equally critical. IAM systems must adapt to emerging technologies, such as cloud computing and the Internet of Things (IoT), which introduce new security paradigms and challenges. Without flexibility, IAM solutions can quickly become outdated.
Security Risks
Ironically, improperly implemented IAM systems can introduce security vulnerabilities. Misconfigured permissions or poorly managed access controls can result in unauthorized access. It is essential to establish sound practice for IAM deployments to mitigate these risks effectively.
Additionally, IAM systems are attractive targets for cyber-attacks because they hold the keys to sensitive data. Consequently, they must be fortified against threats like brute force attacks, phishing, and insider threats.
Compliance and Regulatory Challenges
IAM deployments must comply with an array of regulatory requirements, such as GDPR, HIPAA, and PCI-DSS. These frameworks necessitate rigorous access management processes, thorough auditing and tracking, and robust data protection measures.
Compliance mandates can complicate IAM implementations by enforcing constraints that require system adjustments. Organizations must maintain meticulous documentation of their IAM processes to ensure compliance and reduce liability.
User Adaptation and Training
Introducing an IAM system necessitates changes in workflow for end-users. Ensuring users understand how to interact with the system, and securing their buy-in, is critical for smooth operation. However, this change management is challenging, as users may resist new technologies, especially if perceived as cumbersome.
Organizations must invest in comprehensive user training programs and support services to ease the transition and encourage adoption.
This code snippet reveals an IAM system’s user enrollment process, showcasing typical tasks staff must be trained to manage effectively.
Benefits of Implementing IAM
Enhanced Security
IAM provides a robust framework for ensuring secure access to resources. By enforcing authentication, authorization, and auditing policies, IAM systems mitigate the risk of data breaches. They also deter insider threats by imposing strict access controls and providing end-to-end traceability of user actions.
The deployment of multifactor authentication (MFA) and encrypted communications further strengthen security. The layered security model afforded by IAM limits the window of opportunity for potential attackers.
This example demonstrates password hashing, a critical element of IAM security practices to protect credentials.
Operational Efficiency
IAM systems streamline access management, allowing for rapid provisioning and de-provisioning, thereby reducing administrative burden and enhancing employee productivity. With features like single sign-on (SSO), users can access multiple applications with a single set of credentials, minimizing strain on help desks for password resets.
Role-based access control (RBAC) simplifies managing permissions, ensuring that users receive only the access necessary to perform their tasks. This reduces the complexity and overhead of managing access rights at an individual level.
Improved Compliance and Auditability
IAM systems are fundamental in achieving compliance with stringent regulatory requirements. They enable detailed logging and monitoring of user activities, pivotal for audit trails that satisfy regulatory obligations. Automated reporting capabilities allow organizations to generate compliance reports swiftly and accurately.
By ensuring adherence to security policies and access controls, IAM systems reduce the risk of non-compliance and the associated financial penalties and reputational damage.
Scalability and Futureproofing
Modern IAM solutions are designed with scalability and flexible architecture in mind. They support growth by adapting to new needs, whether the addition of new employees, adoption of new business units, or integration with emerging technologies.
Cloud-based IAM solutions offer additional scalability benefits, accommodating increasing user loads without the need for substantial infrastructure investments. They provide the elasticity required to adjust resources based on demand.
User Experience Enhancement
A well-implemented IAM solution significantly improves the user experience. Users benefit from efficient, secure access without cumbersome login processes, facilitating smooth and unhindered operations.
The centralization of access management fosters consistency across applications, enhancing user confidence. The use of self-service for password management empowers users while freeing IT resources.
While the implementation of IAM systems presents a series of challenges, successfully navigating these obstacles results in profound organizational and security improvements. IAM not only fortifies an enterprise’s defenses against unauthorized access but also streamlines operations, ensuring compliance and enhancing user satisfaction. As the digital landscape evolves, IAM remains a pivotal pillar in safeguarding and optimizing access to information systems.
Identity and Access Management (IAM) systems play a critical role across various industries, helping organizations manage digital identities and protect sensitive information. This section delves into several real-world use cases of IAM, illustrating its application and value in different sectors including healthcare, finance, and education, while exploring how these implementations address industry-specific challenges and enhance security and efficiency.
The healthcare industry handles vast amounts of sensitive patient data, necessitating rigorous data protection measures. IAM systems are indispensable in ensuring access control, compliance with regulations like the Health Insurance Portability and Accountability Act (HIPAA), and protecting patient privacy.
In a healthcare setting, IAM systems manage permissions to access Electronic Health Records (EHRs), ensuring that only authorized personnel can view or modify patient records. These systems enforce the principle of least privilege, granting access based on professional roles, ensuring that staff can only access information pertinent to their function within the hospital or clinic.
This code snippet demonstrates how IAM systems in healthcare enforce access permissions based on professional roles, ensuring data confidentiality and integrity.
IAM facilitates compliance with HIPAA by providing detailed logs and audit trails of who accessed patient records and when. This is crucial for both internal oversight and external compliance audits, helping healthcare providers demonstrate adherence to privacy standards.
The ability to produce automated reports on access activities increases transparency and accountability, which is vital for maintaining patient trust and meeting stringent regulatory requirements.
In the finance sector, IAM systems are essential for safeguarding client information, supporting regulatory compliance, and preventing financial fraud. Financial institutions manage countless transactions and sensitive data, making robust IAM frameworks crucial for their operations.
IAM assists in mitigating fraud risk by implementing strict authentication protocols, such as multi-factor authentication (MFA), and monitoring user access patterns for anomalies. This allows for the early detection of potentially fraudulent activities and mitigating actions to be taken.
This example demonstrates a simplistic OTP (One-Time Password) approach, a staple in ensuring layered security within financial transactions.
Financial services are bound by stringent regulations like the Sarbanes-Oxley Act (SOX). IAM systems streamline compliance efforts by regulating access to financial systems and maintaining thorough records of all access and transactions, facilitating quick responses to audit inquiries.
IAM systems also provide necessary documentation and transparency, which are vital for reporting to regulatory bodies and ensuring institutional compliance.
Educational institutions manage diverse users, including students, faculty, and administrative staff, each requiring tailored access to resources. IAM systems streamline operations by efficiently managing these varied access needs and protecting sensitive educational and personal information.
Educational IAM solutions employ Single Sign-On (SSO) functionality, providing students and staff with seamless access to multiple applications through a single authentication point. This reduces complexity, enhances user experience, and decreases the IT department’s workload regarding credential management issues.
This chapter provides a foundational understanding of Keycloak, outlining its capabilities as an open-source identity and access management solution. Readers will find step-by-step instructions for installing Keycloak across different platforms, alongside guidance on navigating the Admin Console. Key insights into setting up realms and configuring clients are included to facilitate successful deployments. The chapter also explores basic deployment strategies, empowering users to efficiently integrate Keycloak into their environment for secure and streamlined identity management.
Keycloak stands as a robust, open-source solution for identity and access management (IAM), designed to cater to a variety of authentication and authorization needs within modern infrastructures. Fundamentally, Keycloak is engineered to alleviate the complexity of managing users, consolidating security protocols, and harmonizing integration across diverse applications and services. Its extensive suite of functionalities enables organizations to enforce secure access control, facilitate seamless user experiences, and ensure compatibility with existing systems. This section provides an in-depth examination of Keycloak’s core features, architectural attributes, and its integration potential in enterprise environments.
Keycloak’s architecture is built upon the JBoss community’s WildFly application server, leveraging Java EE standards for scalability and flexibility. At its core, Keycloak is engineered to support single sign-on (SSO), allowing users to authenticate once and gain access to multiple applications. This capability is crucial for enhancing user experience and reducing the overhead associated with repeated logins, thus improving productivity and operational efficiency.
Keycloak’s approach to authentication is centered around the implementation of standardized protocols including OpenID Connect (OIDC), OAuth 2.0, and SAML 2.0. These protocols are pivotal in ensuring secure data exchange between identity providers (IdP) and service providers (SP). OpenID Connect sits atop the OAuth 2.0 framework, adding an additional identity layer. It defines how client applications can securely verify the identity of users, a foundational requirement for SSO.