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export { Layout as default } from '@issue-ops/gatsby-theme-doctocat-typescript' | ||
import { Note } from '@issue-ops/gatsby-theme-doctocat-typescript' | ||
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If your IssueOps workflow requires access to anything outside of the repository, | ||
you will need to provide it with a token. This token is used to authenticate | ||
with the GitHub API and should be scoped to the minimum permissions needed to do | ||
the job. | ||
If your IssueOps workflow requires access to anything outside of the repository | ||
it is running in, you will need to provide it with a token. This token is used | ||
to authenticate with the GitHub API and should be scoped to the minimum | ||
permissions needed to do the job. Tokens can be provided two ways: | ||
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- [Personal access tokens (PAT)](https://docs.github.com/en/authentication/keeping-your-account-and-data-secure/managing-your-personal-access-tokens) | ||
- [GitHub App installation tokens](https://docs.github.com/en/apps/creating-github-apps/authenticating-with-a-github-app/authenticating-as-a-github-app-installation) | ||
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Since PATs are scoped to a single user, they are not recommended for use in | ||
IssueOps workflows. GitHub Apps are a better choice because they can be scoped | ||
to a repository or organization to provide access to the APIs you need. | ||
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<Note variant="warning"> | ||
GitHub Apps cannot currently be created at the enterprise level for access to | ||
administrative APIs. If you need access to these APIs, you will need to use a | ||
PAT. In these cases, creating a "machine user" account is recommended over a | ||
personal account. | ||
</Note> | ||
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## Ownership | ||
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When creating a GitHub App, you have the option to specify your personal account | ||
or an organization as the owner. Choosing an organization as the owner allows | ||
you to grant access to multiple repositories in the organization and simplifies | ||
permissions management. | ||
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## Setup | ||
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### Create a GitHub App | ||
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For instructions on how to create a GitHub App, see | ||
[Creating GitHub Apps](https://docs.github.com/en/apps/creating-github-apps/about-creating-github-apps/about-creating-github-apps). | ||
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The following settings are a good starting point for IssueOps workflows: | ||
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| Setting | Value | | ||
| ------------ | ----------------------------------------------------------- | | ||
| Name | A clear name that describes its purpose and permissions | | ||
| Description | A description of what the app does and what it can access | | ||
| Homepage URL | The URL to the repository with your IssueOps code | | ||
| Webhook | Disable webhooks | | ||
| Permissions | Select the **minimum** permissions needed for your workflow | | ||
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### Create a private key | ||
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For instructions on how to create a private key, see | ||
[Managing private keys for GitHub Apps](https://docs.github.com/en/apps/creating-github-apps/authenticating-with-a-github-app/managing-private-keys-for-github-apps). | ||
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<Note variant="danger"> | ||
Make sure to save the private key in a secure location! | ||
</Note> | ||
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### Create GitHub Actions secrets | ||
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After creating your GitHub App, you will need to create secrets that your | ||
IssueOps workflows can use to authenticate with the GitHub API. You can create | ||
these at the organization, repository, or environment level depending on your | ||
needs. | ||
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You will need to create the following secrets. Make sure to note the names you | ||
give them as you will need to reference them in your workflows. | ||
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| Name | Description | | ||
| ----------- | --------------------------- | | ||
| App ID | The ID of your GitHub App | | ||
| Private Key | The private key you created | | ||
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<Note> | ||
The GitHub App ID is not a sensitive value and can be stored as a variable | ||
instead of a secret. It can be found on the settings page for your GitHub App. | ||
</Note> | ||
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For instructions on how to create secrets, see the following links: | ||
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- [Creating secrets for a repository](https://docs.github.com/en/actions/security-guides/using-secrets-in-github-actions#creating-secrets-for-a-repository) | ||
- [Creating secrets for an environment](https://docs.github.com/en/actions/security-guides/using-secrets-in-github-actions#creating-secrets-for-an-environment) | ||
- [Creating secrets for an organization](https://docs.github.com/en/actions/security-guides/using-secrets-in-github-actions#creating-secrets-for-an-organization) | ||
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## Usage | ||
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### Update the workflow permissions | ||
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In any workflow that needs to authenticate as a GitHub App, the following | ||
permissions **must** be specified at the workflow or job level. | ||
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```yaml | ||
permissions: | ||
contents: read | ||
id-token: write | ||
``` | ||
### Generate the installation access token | ||
There are various examples and open source actions available to create | ||
installation access tokens for GitHub Actions workflows. In this documentation, | ||
we will use the | ||
[`actions/create-github-app-token`](https://github.com/actions/create-github-app-token) | ||
action. | ||
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Within any workflow job that needs to authenticate as your GitHub App, you will | ||
need to include the following step. | ||
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```yaml | ||
steps: | ||
- uses: actions/[email protected] | ||
id: token | ||
with: | ||
app_id: ${{ secrets.MY_GITHUB_APP_ID }} | ||
private_key: ${{ secrets.MY_GITHUB_APP_PEM }} | ||
owner: ${{ github.repository_owner }} | ||
``` | ||
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Make sure to update the following: | ||
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- Set the version (`vX.X.X`) of the action to the latest published version. | ||
- Update the secret names to match the ones you created previously. | ||
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<Note> | ||
In the previous example, the `owner` property is set to the owner of the | ||
repository where this workflow is defined. If your GitHub App is installed | ||
under another owner, you will need to specify that instead. | ||
</Note> | ||
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### Use the token in your workflow | ||
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Now that the token is being generated, you can reference it in your workflows as | ||
an output from the token generation step! This can be referenced as | ||
`${{ steps.<step-id>.outputs.token }}` (e.g. | ||
`${{ steps.token.outputs.token }}`). | ||
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```yaml | ||
steps: | ||
- uses: actions/[email protected] | ||
id: create-org-project | ||
with: | ||
github-token: ${{ steps.token.outputs.token }} | ||
script: | | ||
await github.rest.projects.createForOrg({ | ||
org: 'octo-org', | ||
name: 'My awesome project' | ||
}) | ||
``` | ||
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<Note variant="warning"> | ||
Make sure to check which steps in your workflow will need to use the GitHub | ||
App token versus the workflow token. For example, if you add the `issues: | ||
write` permission to your workflow, you do not need to use the GitHub App | ||
token to update issues in the _same_ repository as your workflows. However, | ||
you will need to use the GitHub App token to update issues in _other_ | ||
repositories! | ||
</Note> | ||
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## Example | ||
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The following can be used as a starting point for your own workflows. Make sure | ||
to update the following information: | ||
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```yaml | ||
name: Example Workflow | ||
# This workflow runs any time an issue is opened or edited. | ||
on: | ||
issues: | ||
types: | ||
- opened | ||
- edited | ||
jobs: | ||
example-job: | ||
name: Example Job | ||
runs-on: ubuntu-latest | ||
permissions: | ||
contents: read | ||
id-token: write | ||
steps: | ||
# Get the GitHub App installation access token. | ||
- uses: actions/[email protected] | ||
id: token | ||
with: | ||
app_id: ${{ secrets.MY_GITHUB_APP_ID }} | ||
private_key: ${{ secrets.MY_GITHUB_APP_PEM }} | ||
owner: ${{ github.repository_owner }} | ||
- run: echo "Add your custom steps here!" | ||
``` |
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