Installing the Agent

BastionZero's agent, bzero, secures access to your target through MrTAP and centralized policy.

Agent installation has 2 parts:

1. Install the bzero agent on your target using one of the methods below.

2. Register the agent with BastionZero.

Step 1: Agent installation

BastionZero's agent, bzero, is compatible with x86 and amd64 platforms. It is available through apt and yum package managers, a Bash script, a guided zli Quickstart, Ansible playbook, and via helm and yaml for Kubernetes.

If you'd like to see installation instructions by use case, take a look at our guides here.

ZLI Quickstart

A guided 4-step process from the ZLI

Yum

Recommended for RHEL, Fedora, CentOS

Apt

Recommended for Debian, Ubuntu

Helm

Recommended for Kubernetes

YAML

Another option for installing the Kubernetes agent

Bash

A Bash script to install bzero

Ansible

An Ansible script to install bzero

Windows

A guide to install on your Windows servers

Terraform

A guide to install bzero using Terraform

Helm Upgrade

A guide to upgrading your Kubernetes agent

Kubernetes Multi Replica & High Availability Support

A guide to creating a highly available Kubernetes target with multiple agent replicas

Install using ZLI Quickstart

Quickstart takes as little as 3 minutes to secure your SSH targets.

It uses your existing SSH config file to identify and secure the hosts you'd like to onboard to BastionZero.

If you don't have the zli installed on your machine yet, from your terminal, run /bin/bash <(curl -fsSL https://download-zli.bastionzero.com/scripts/install-zli.sh) or see our guide for installing the zli.

1. Launch the 4-step Quickstart process. Quickstart will:

   • Ask you to log in to BastionZero. If you haven't created an account yet, you can do so from this step.

   • Select the hosts you want to secure with BastionZero. The available hosts are pulled from your SSH config.

   • Confirm your selection.

   • Install and register the BastionZero agent, bzero, on the chosen SSH target(s).

2. Once Quickstart is complete, connect to your targets using our connections guide.

zli quickstart

Video shows using zli quickstart to secure 2 SSH hosts with BastionZero.

Install using Yum

1. Use the yum-config-manager to add the BastionZero repo.

   sudo yum-config-manager --add-repo https://download-yum.bastionzero.com/bastionzero.repo

2. Install dependencies on CentOS.

   sudo yum install -y epel-release

3. Install the bzero agent.

   sudo yum install -y bzero

4. Fast forward to agent registration | Register the agent with BastionZero. See the full list of bzero arguments below. The agent must be run as root.

   sudo bzero -registrationKey *registration API key secret*

Registration keys are the only secret needed for use with BastionZero.

They are multi-use (you do not need to create a new key for every target registered) and should be stored in a secure place, such as a vault. Learn more about the role registration keys play in BastionZero here.

For more detailed information regarding how to generate or retrieve your secret and what other flags are available with the registration command, take a look at our registration overview.

// Some code

Install using Apt

1. Install the BastionZero public key from the Ubuntu key-server.

   curl -sSL "https://keyserver.ubuntu.com/pks/lookup?op=get&search=0xe5c358e613982017" | gpg --dearmor | sudo tee /usr/share/keyrings/bastionzero.gpg > /dev/null

2. Add the BastionZero repo with:

   echo "deb [signed-by=/usr/share/keyrings/bastionzero.gpg] https://download-apt.bastionzero.com/production/apt-repo stable main" | sudo tee /etc/apt/sources.list.d/bastionzero.list > /dev/null

3. Update the apt cache.

   sudo apt update

4. Install the bzero agent.

   sudo apt install -y bzero

5. Fast forward to agent registration | Register the agent with BastionZero. See the full list of bzero arguments below.

   sudo bzero -registrationKey *registration API key secret*

Registration keys are the only secret needed for use with BastionZero.

They are multi-use (you do not need to create a new key for every target registered) and should be stored in a secure place, such as a vault. Learn more about the role registration keys play in BastionZero here.

For more detailed information regarding how to generate or retrieve your secret and what other flags are available with the registration command, take a look at our registration overview.

Install using Helm

1. Add the BastionZero Helm repo.

   helm repo add bastionzero https://bastionzero.github.io/charts/

2. Install the Helm chart. This will install and register the bzero agent in your cluster. Refer to the tables below for a complete list of Helm arguments. The command below is a base for you to expand on as desired.

   helm install bctl-agent bastionzero/bctl-quickstart --set apiKey=$REGISTRATION_SECRET --set clusterName=example-helm-cluster --namespace=bastionzero --create-namespace

3. Now that your agent is registered 🎉, update your Kubernetes policy to configure which SSO users have access to your cluster.

Registration keys are the only secret needed for use with BastionZero.

They are multi-use (you do not need to create a new key for every target registered) and should be stored in a secure place, such as a vault. Learn more about the role registration keys play in BastionZero here.

For more detailed information regarding how to generate or retrieve your secret and what other flags are available with the registration command, take a look at our registration overview.

Helm does not automatically update the Helm chart when there are new changes. Check our latest release to stay up to date.

Run helm repo update bastionzero to update to the latest chart version.

Helm installation flags

Flag	Description
apiKey	(required) The secret of your BastionZero registration key.
clusterName	(required) The name your cluster will appear as in BastionZero.
image.agentImageTag	(optional, but STRONGLY recommended) The specific version of the BastionZero agent to be downloaded using Helm. Refer to docker to find the most recent version. If not specified, latest will be used as the default.
namespace	(optional, but STRONGLY recommended) The namespace you would like to add your cluster into. If omitted, the agent will be installed in the default namespace, which is not recommended.
create-namespace	(optional) If creating a new namespace, this argument must be included as --create-namespace.
replicaCount	(optional) To run multiple BastionZero agents within your cluster, set replicaCount to the total number you would like to host. For example, --set replicaCount=2 indicates you want to run 2 instances of the bzero agent in your cluster.
environmentId	(optional) Environment to put the cluster into. You must specify the ID
agentResources.limits.cpu	(optional) Limits the amount of CPU resources the agent installation can consume.
agentResources.limits.memory	(optional) Limits the amount of memory the agent installation can consume.
agentResources.requests.cpu	(optional) Limits the amount of CPU request resources the agent can consume.
agentResources.requests.memory	(optional) Limits the memory the requests from the agent installation can consume.
quickstartResources.limits.cpu	(optional) Limits the amount of CPU resources the quickstart installation script can consume.
quickstartResources.limits.memory	(optional) Limits the amount of memory the quickstart installation script can consume.
quickstartResources.requests.cpu	(optional) Limits the amount of CPU request resources the quickstart installation script can consume.
quickstartResources.requests.memory	(optional) Limits the memory the requests from the quickstart installation script can consume.
logLevel	(optional) Configure the log level of logs printed by the agent. Valid options include: disabled, trace, debug, info, warn, or error.

Pro tip: To get started faster, consider passing the following parameters to bypass additional policy setup.

Flag	Description
--set "users={SOME_ID_USERS}"	Use a list of comma separated SSO users (i.e., [e-mail]) to add users automatically to the auto-generated policy. This will allow you and others permission to connect to your cluster right away.
--set "targetUsers={SOME_KUBE_USERS}"	Use a list of comma separated Kube users to automatically add to your policy. We utilize the impersonation API to give permissions to execute commands remotely. In order to create these users, ensure that there is a ClusterRoleBinding or RoleBinding that has a user as a subject. The name of this user is what we'll impersonate.
--set "targetGroups={SOME_KUBE_GROUPS}"	Pass a list of comma separated Kube groups to automatically add to your policy. These groups must already be configured on your cluster.

Best practice with namespaces

The --namespace flag determines which namespace to install the BastionZero agent in. If the namespace already exists, omit the --create-namespace flag.

If you don't use the --namespace flag, then the agent will be installed in the default namespace, which is not recommended.

Best practice with image tag

By default**,** our Helm chart will use the tag latest for the agent. We strongly recommend that you override that using the flag:

--set  "image.agentImageTag=x.x.x"

to specify the agent version explicitly. See docker for the most recent version.

How to upgrade using Helm

If you set the image.agentImageTag when installing via Helm, then you can use helm upgrade to update this value and upgrade the agent to a newer version:

helm repo update
helm upgrade bctl-agent bastionzero/bctl-quickstart --reuse-values -n bastionzero --set "image.agentImageTag=x.x.x"

If image.agentImageTag was not specified during installation, then the agent pod is running with an image of version latest. You can use kubectl rollout to upgrade the agent to the latest version:

helm repo update
kubectl rollout restart deployment bctl-<clusterName>-agent -n bastionzero

where <clusterName> is replaced with the value you specified for clusterName during installation (e.g. example-helm-cluster if using examples above).

The example commands above assume the agent was installed in the bastionzero namespace. Please change accordingly if you installed the agent in a different namespace.

Multi-replica support for the Kubernetes agent using Helm

To take advantage of multiple replica and geo-distributed support for Kubernetes, please ensure that your Helm chart is >= v. 2.3.0.

To improve the redundancy of the Kubernetes agent, the bzero agent supports multiple replicas to prevent connection disruption if a pod is evicted or a cluster is upgraded, etc.

If you are upgrading from an existing installation using Helm, do the following:

helm repo update
helm upgrade bctl-agent bastionzero/bctl-quickstart -n {the namespace bastionzero is installed in} --set replicaCount={number of replicas you want to support} --reuse-values

The above command tells helm to upgrade the bctl-agent using the values from the last installation and to set the replica count to the number of your choosing.

If you are installing for the first time using Helm, you can append the replicaCount flag to your helm install command.

Highly available Kubernetes targets

To create a highly available bzero agent deployment with multiple replicas that exist across cluster availability zones, you must set the topologySpreadConstraints.

To do this, we recommend upgrading your existing targets using the -f <yaml> flag.

First, create a YAML file such as the following:

replicaCount: 2

clusterName: bz-multi-replica-example
apiKey: <registration-api-key-goes-here>

agent:
  deploymentName: bz-agent
  topologySpreadConstraints:
    - maxSkew: 1
      topologyKey: topology.kubernetes.io/zone
      whenUnsatisfiable: DoNotSchedule
      labelSelector:
        matchLabels:
          app: bz-agent

This file tells your Kubernetes cluster to run 2 replicas of the BastionZero agent and guarantees that they will be scheduled on nodes with different topology.kubernetes.io/zone labels.

Save this YAML file. In the command below, we reference it as multiple-replicas.yaml.

To upgrade your Kubernetes target, you'll need two commands:

helm repo update
helm upgrade bctl-agent bastionzero/bctl-quickstart -n {namespace} -f multiple-replicas.yaml --reuse-values

If you are installing for the first time using Helm, you can append the -f multiple-replicas.yaml flag to your helm install command.

Security recommendation

When using the --set apiKey flag, the provided BastionZero registration key is stored as an unmasked environment variable in the pod spec. Users with Kubernetes RBAC permission to list pods or deployments can see the contents of this value. In addition, users with RBAC access to view Helm installation history can see this value stored.

Therefore, it is recommended to store the registration key as a Kubernetes secret and to follow best practices on protecting this Kubernetes secret as outlined here. For example, you should limit RBAC access to view this secret and prevent others from creating pods or deployments in the namespace you install the agent in.

Once the secret is created, you can install the agent and set the apiKeyExistingSecret value to the name of the secret instead of using --set apiKey. Please ensure the registration key is stored in secret.data['api-key']. Our Terraform example below shows how to install the agent using the apiKeyExistingSecret flag.

Example Terraform

Below is example Terraform you can use to install the agent via Helm.

terraform {
  required_providers {
    helm = {
      source  = "hashicorp/helm"
      version = "2.9.0"
    }
    kubernetes = {
      source  = "hashicorp/kubernetes"
      version = "2.18.0"
    }
  }
}

provider "helm" {
  kubernetes {
    config_path    = "~/.kube/config"
    config_context = "your-kube-ctx"
  }
}

provider "kubernetes" {
  config_path    = "~/.kube/config"
  config_context = "your-kube-ctx"
}

variable "registration_key" {
  type        = string
  description = "Registration key"
  nullable    = false
  sensitive   = true
}

variable "agent_version" {
  type        = string
  description = "Agent version to install"
  nullable    = false
}

resource "kubernetes_namespace" "bastionzero_namespace" {
  metadata {
    name = "bastionzero"
  }
}

resource "kubernetes_secret" "registration_key_secret" {
  metadata {
    name      = "bctl-agent-registration-key"
    namespace = kubernetes_namespace.bastionzero_namespace.metadata[0].name
  }

  data = {
    "api-key" = var.registration_key
  }
}

resource "helm_release" "bctl_agent" {
  name       = "bctl-agent"
  repository = "https://bastionzero.github.io/charts/"
  chart      = "bctl-quickstart"
  # version = Set this if you want to install a specifc version of the chart.
  # Otherwise, the latest chart is used.

  set {
    name  = "clusterName"
    value = "example-helm-cluster"
  }

  set {
    name  = "apiKeyExistingSecret"
    value = kubernetes_secret.registration_key_secret.metadata[0].name
  }

  set {
    name  = "image.agentImageTag"
    value = var.agent_version
  }

  reuse_values = true

  namespace = kubernetes_namespace.bastionzero_namespace.metadata[0].name
}

Install using YAML

1. Generate your YAML file, where clusterName is the name of your cluster. This command will generate a Kubernetes YAML with a Service Account, RBAC permissions/bindings, secret, and deployment.

   zli generate kubeYaml {clusterName}

2. Apply the YAML. Your existing Kubernetes credentials are used to apply the YAML and create BastionZero's agent in the cluster.

   kubectl apply -f {someFile}

3. Now that your agent is registered, update your Kubernetes policy to configure which SSO users have access to your cluster. If you intend to access the cluster yourself, you will also want to update your kubeconfig so you can connect through BastionZero.

Pro tip

To pipe the output to a file directly, use:

zli generate kubeYaml {clusterName} --outputFile {someFile}

where someFile is the name of your YAML file.

Important

This YAML file will only be valid for 10 minutes after creation due to the activation token. If more than 10 minutes has passed, generate the YAML file again.

Install using Bash

You must be a BastionZero administrator to generate the Bash script.

1. Log in to the BastionZero web app.

2. Open a new tab or window and navigate to our API specification. This link will open directly to the entry for generating the Bash autodiscovery script.

3. You will see two fields for target name and environment ID, respectively. In the target name field, select one of the four options for how you'd like to name your target: timestamp, DigitalOcean metadata, AWS EC2 metadata, or Bash hostname.

4. To specify which environment to add your target to, switch to the window containing the BastionZero web app. Navigate to the environments tab. Click the box in the top left corner that reads "Display: UUID." Copy the corresponding environment UUID from the web app into the environment ID field in the API specification.

   • For simplicity, we recommend choosing the Default environment.

   • If you'd like to create a new environment, you can do so by using the "Create" -> "Environment" option in the top right corner of the web app.

5. Click "Try." You should receive a 200 response and an output starting with "autodiscoveryScript." The value of that key is your Bash script.

   
6. Use this script in the "User-Data" field when provisioning a new remote host or integrate it with your custom setup.

There is no additional action required to register your agent with BastionZero. It is integrated into the Bash script.

Install using Ansible

You must be a BastionZero administrator to generate the Ansible script.

1. Log in to the BastionZero web app.

2. Open a new tab or window and navigate to our API specification. This link will open directly to the entry for generating the Ansible autodiscovery script.

3. You will see one field for environment ID. To specify which environment to add your target to, switch to the window containing the BastionZero web app. Navigate to the environments tab. Click the box in the top left corner that reads "Display: UUID." Copy the corresponding environment UUID from the web app into the environment ID field in the API specification.

   • For simplicity, we recommend choosing the Default environment.

   • If you'd like to create a new environment, you can do so by using the "Create" -> "Environment" option in the top right corner of the web app.

4. Click "Try." You should receive a 200 response and an output starting with "autodiscoveryScript." The value of that key is your Ansible script.

   
5. Run this script with your Ansible setup. It will both install and register the bzero agent on your Ansible targets. Note: the BastionZero target names will match the hostnames of the Ansible targets.

There is no additional action required to register your agent with BastionZero. It is integrated into the Ansible script.

Install for Windows

BastionZero's Windows agent supports Windows Server 2019 and 2022 as well as Windows 10 and 11 Pro. Use the Windows agent to configure both RDP targets and SQL Server targets.

1. Run Powershell as administrator and create a dedicated directory for the agent and its program files.

   New-Item -ItemType Directory -Force -Path C:\ProgramData\BastionZero

2. Download the agent.

   Invoke-WebRequest -Uri "https://download-agent.bastionzero.com/release/latest/bin/bzero-agent.exe" -Outfile "C:\ProgramData\BastionZero\bzero-agent.exe"

3. Fast forward to agent registration | Register the agent with BastionZero. See the full list of agent arguments below.

   C:\ProgramData\BastionZero\bzero-agent.exe -registrationKey *registration API key secret*

Registration keys are the only secret needed for use with BastionZero.

They are multi-use (you do not need to create a new key for every target registered) and should be stored in a secure place, such as a vault. Learn more about the role registration keys play in BastionZero here.

For more detailed information regarding how to generate or retrieve your secret and what other flags are available with the registration command, take a look at our registration overview.

Step 2: Agent Registration

For non-administrators to perform agent registration, you must have access to the registration key secret, such as through a vault.

Registration keys are the only secret needed for use with BastionZero.

They are multi-use (you do not need to create a new key for every target registered) and should be stored in a secure place, such as a vault. Learn more about the role registration keys play in BastionZero here.

If you do not have an existing secret, instructions on how to generate a registration secret are here.

If you already have a registration secret but are unable to access it, administrators can retrieve the default secret from an autodiscovery script or by using the API. Please contact your BastionZero administrator if this is the case.

Flags that can be specified during registration are listed in the table below. Any number of flags can be specified after bzero.

Bzero flags

Important: the -registrationKey flag is required.

Flag	Description
-configureOnly	Updates the agent's configuration and exits. Available on agent version >= 8.2.0.
-environmentId	(optional) The uuid of the existing environment you want to put the agent in. This flag will not create a new environment for you. If environmentId is not provided, the target will be placed in the default environment and can be assigned a new environment via cloud.bastionzero.com.
-keyshards	Linux agent only. (optional) Use for managing split private keys for SplitCert access. get - Print the agent’s keyshard config as a JSON string that can be saved to other agents. clear - Remove all keyshards from this agent. Any SplitCert targets using this agent as a proxy will be inaccessible. addKeys - Add keyshard data from the file returned by a zli generate certificate command when the --agentKey flag was used. Example: bzero keyshards -addKeys path/to/keys.json. addTargets - Add one or more targetIds to this agent’s keyshard config. These targets will be accessible via SplitCert access if they use this agent as a proxy. Example: bzero keyShards -addTargets target1 target2. removeTargets - Remove one or more targetIds from this agent’s keyshard config. These targets will no longer be accessible via SplitCert access from this agent. Example: bzero keyShards -removeTargets target1 target2.
-logLevel	(optional) Sets the log level when running the agent. Allowed values are trace, info, error,. The default is info, the less verbose; trace is very verbose, and error only covers failure cases. You can use this flag in combination with the configureOnly command to change the log level in the agent config. For this new log level to take effect, you will need to restart the agent. Ex: sudo bzero -logLevel trace -configureOnly. This feature is available for agents with version >= 8.2.0.
-orgId	(optional) The unique identifier for your SSO instance. In Google, it’s referred to as orgID. In Microsoft, this is the tenantID. In Okta or OneLogin, this is the unique component of your domain: https://[orgId].okta.com. and https://[orgId].onelogin.com. In Keycloak, this is your realm's whole domain URL which can be found in the OpenID configuration in realm settings.
-orgProvider	(optional) Your identity provider, e.g., “Google”, “Microsoft”, “Okta”, etc. If neither the -orgId nor the -orgProvider are set, the information defaults to values provided by BastionZero during the registration process.
-registrationKey	(required) The registration secret provisioned using the web app. It is an API key used only for registering new targets. It is formatted as a base64 string.
-service	Windows agent only. (optional) Allows the agent state to be changed. Options include start, stop, restart, install, and uninstall. We strongly recommend this command is only used if the Windows service manager is unavailable. For example, Stop-Service BastionZeroAgent in Powershell or sc stop BastionZeroAgent in CMD.
-targetName	(optional) The desired name of the target. If no name is provided, this will default to the target’s host name.
-y	(optional) If you’re attempting to register a new version or re-register the same version of the agent on a target that already had an agent installed, use the -y flag to force re-registration and create a new target. The old target will be deactivated. You must to restart the agent using sudo systemctl restart bzero.

Autodiscovery

BastionZero can autodiscover targets without public IPs, open ports, or VPNs. The BastionZero agent, bzero, will initiate an outbound connection to the BastionZero SaaS from any private or public cloud. In some cases, like an application-based firewall, the administrator may need to allow the BastionZero DNS entry or IP, but that is organization-specific. The only requirement for autodiscovery is that the agent can get out to the Internet.

Diagram of autodiscovery flow in BastionZero

Autodiscovery is initiated by a provisioner. Examples of provisioners may include:

• Package managers

• Bash scripts

• Ansible playbook

• Helm chart

• YAML

It is the provisioner's responsibility to use a registration API key's secret to request the one time activation code from BastionZero. The activation code is used by the agent to identify itself to BastionZero as a resource within a specific organization. If an issue arises, bzero agents support error handling and recovery as part of the registration and activation process.

The specific provisioning implementation is described in greater detail below in Installation by Use Case.

Looking for how to connect to your resources instead? See Connecting To Your Resources in the User Guide.

Installation by use case

Servers

Secure access to your Linux server

Databases

Secure access to your databases

Kubernetes

Secure access to your Kubernetes clusters

Windows Servers

Secure access to your Windows servers (RDP & SQL Server)

Web Servers

Secure access to your web servers

Dynamic Access Targets

Secure access to ephemeral servers

SSH Tunnels, SCP, & SFTP

Secure access to SSH tunnels and file copy

Servers

To configure your Linux server, you will need to:

• Download the zli on your client machine.

• Install and register the bzero agent on your Linux server.

• Author policy for users to access your server.

The bzero agent can be installed on your remote server in a variety of ways: yum and apt package managers, Bash script, Ansible playbook, or zli Quickstart.

Once the agent is installed on your target, it needs to register with BastionZero. If you've installed it using Bash, Ansible, or zli Quickstart, this process is already completed for you. For package managers, the registration process is detailed under yum and apt.

Bash

The Bash script allows installation of the bzero agent through the zli, during instance launch (i.e., by using the "User-Data" with AWS EC2), a Terraform deployment, or other deployment system.

The Bash script implements the autodiscovery process. Using your organization's default registration secret, or an administrator's registration secret, the script will request an activation token from BastionZero and then phone home to the service with an outbound connection. Registration in this case does not require any additional action from you. See here for more about registration API keys.

The script contains logic to autodiscover the Linux distribution and microarchitecture (x86 or ARM) in order to download and install the appropriate agent. The script also contains error recovery logic in the event the registration does not succeed for any reason. By default, the script will always download and install the latest BastionZero agent.

Ansible

BastionZero supports installing the bzero agent via an Ansible playbook. The Ansible playbook implements the autodiscovery process. Using your organization's default registration secret, or an administrator's registration secret, the playbook will request an activation token from BastionZero and then phone home to the service with an outbound connection. Registration in this case does not require any additional action from you. See here to learn more about generating a registration API key.

The playbook contains logic to autodiscover your Linux distribution and microarchitecture (X86 or ARM) in order to download and install the appropriate agent. By default, the playbook will always download and install the latest BastionZero agent.

Databases

To configure your database target using the proxy method, you will need to:

• Download the zli on your client machine.

• Install and register the bzero agent on your proxy (further explained below).

• Configure your database target.

• Author policy for users to access your database.

If you are looking to set up passwordless database access, see our how-to guides here.

BastionZero relies on a proxy target in order to make a secure connection to your database. The proxy target must be able to resolve a DNS hostname or reach the IP specified by the database target configuration. No configuration, outside of the proxy target having network access to the database, is required.

This feature utilizes our zli for end users to make connections. When connecting to a database target, traffic destined for the database will use local port forwarding through the zli and the proxy target to make a secure MrZAP connection to the database. Upon requesting a connection, the user is returned a local port number, which is used in the database client configuration. The database username, password, and role continue to be managed independent of BastionZero.

Install and Register the BastionZero Agent

The bzero agent can be installed on your database proxy target in a variety of ways: yum and apt package managers, Bash script, Ansible playbook, or zli Quickstart.

Once the agent is installed on your proxy target, it needs to register with BastionZero. If you've installed it using Bash, Ansible, or zli Quickstart, this process is already completed for you. For package managers, the registration process is detailed under yum and apt.

Accessing Databases Through a Kubernetes Cluster

Database Access Through Kubernetes Architecture

Database support is available on the BastionZero agent v.4.0.0+.

We recommend installing via Helm, and YAML is supported as well. Make sure to complete the Kubernetes setup to ensure the agent is registered with BastionZero.

Configure Your Database Target

Database target configuration is part of the "Create" function on the BastionZero web app, or you can use the API. The "Create" target screen in the web app is shown below:

Update the database target fields with the needed context as explained below.

Field	Description
Name	The name of the database target. This is assigned to an environment or used in a policy.
Proxy Target	The name of the backing proxy target. One of proxy target or proxy environment must be set when creating a database target.
Proxy Environment	The name of the backing proxy environment. One of proxy target or proxy environment must be set when creating a database target.
Remote Host	The DNS hostname or the IP address of the database target.
Remote Port	The remote port number that the database target is listening on, usually 443 for HTTPS.
Local Host	The localhost that the BastionZero zli will listen on. This should not need modification.
Local Port	The local port number, which the BastionZero zli will use to intercept traffic. If you leave it blank, an open port on the client machine will be selected for the user.
Environment	The environment to which this target should be added.

A database target’s proxy can now be set to an environment rather than an explicitly named target. When a user connects to the database target, BastionZero will use an available target within the specified environment to proxy the connection. Note that when creating a database target, you will need to specify whether the proxy type is environment or target. This is true both in the web app and through the API.

Add a Database Policy

The database policy will allow a user to connect to the database. For this type of access, BastionZero utilizes a proxy policy. Create a policy using the type proxy and update and save the fields per the descriptions below.

Proxy Policy

Field	Description
Policy Name	The name of your policy.
Description	Information useful for describing the purpose or context of your policy.
Users	A list of identity provider users who will be authorized to use this policy.
Groups	A list of identity provider groups who will be authorized to use this policy.
Resource Type	Either an envrionment or a list of targets which are the resource(s) authorized for access by this policy.

Kubernetes

To secure a Kubernetes cluster with BastionZero, you'll need to:

• Download the zli on your client machine.

• Install and register the bzero agent on your Kubernetes cluster.

• Set up your Kubernetes policy.

Users must have access to the cluster being secured (i.e., are able to create new deployments, secrets, and modify RBAC permissions). It is also recommended that the cluster have existing clusterRoles and clusterRoleBindings.

To install the bzero agent, we recommend using Helm. YAML is also supported.

If you're using Helm, you'll need a registration secret to install and register your agent. You can find those instructions here.

Verify the Agent Is Running

Once the agent is installed, ensure it has phoned home by listing your targets using

zli list-targets

You should see a list of any existing targets in addition to your newly added Kubernetes cluster, {clusterName}.

List of targets within a Kubernetes cluster that is secured by BastionZero

You can also check that the agent has been installed using

kubectl get pods -n bastionzero

The output should look similar to the following:

➜  ~ kubectl get pods -n bastionzero
| NAME                                  | READY | STATUS  | RESTARTS | AGE   |
| ------------------------------------- | ----- | ------  | -------- | ---   |
| bzdemo-cluster-agent-7f57c754b9-9qpnq | 1/1   | Running | 0        | 3m12s |

Update Your Kubernetes Policy

Both Helm and YAML agent installation will create an environment and policy for your cluster. It must be updated to grant access to your desired users and target roles.

The auto-created environment and policy take the form "{clusterName}-policy" and "{clusterName}-env" respectively.

• To update the target users:

  zli policy add-targetuser dev-cluster-policy cluster-admin

  This tells BastionZero that the cluster-admin is an approved Kubernetes user that can access the cluster. Notably, this does not create a Kube policy on the cluster itself for access.

• To update the target groups:

  zli policy add-targetgroup dev-cluster-policy system:authenticated

  This updates the Kubernetes groups that are allowed to be assumed for this cluster.

• To update the users:

  zli policy add-user dev-cluster-policy user@domain

  This updates the SSO users allowed to access the cluster.

Ensure the users, roles, and groups are correct by viewing the updated policy.

zli policy list kubernetes

Example of a Kubernetes policy

Connect to your cluster via BastionZero

Once the agent has been installed in your cluster and you've configured your Kubernetes policy accordingly, you're ready to connect.

zli connect {role}@{clusterName}

See here for more details and helpful tips on connecting to Kubernetes targets.

Windows Servers

To configure your Windows server, you will need to:

• Download the zli on your client machine.

• Install and register the bzero agent on your Windows server.

• Ensure your Windows agent is in the right environment.

• Author policy for users to access your Windows target, which could be an RDP target and/or a SQL Server target.

Follow the guides linked above to install the zli on your client machine and the bzero agent on the Windows server you want to secure access to. Make sure you follow steps 1-3 in the bzero installation guide to complete agent registration with BastionZero.

Once those tasks are completed, navigate to the BastionZero web app and log in to your organization. You should see an online agent of type "Windows" with the hostname of your Windows server.

An online Windows agent in the BastionZero cloud app

In this guide, we'll be writing policy against an environment. If you prefer to write policy against explicit targets, you can skip this next step.

Ensure your Windows agent is in the right environment

If you have not already created the environment you want your Windows agent in, navigate to Environments, and press the "Create" button in the top righthand corner. Select "Environment." Fill in the name, description (if desired), and set your offline target removal policy if you want a duration other than 90 days.

Navigate back to your Targets tab, locate your Windows agent, and click the pencil icon on the far right. Modify the environment field to be your desired environment.

Author policy for your Windows target(s)

Now that we've confirmed the Windows agent is online and configured, it's time to write policy.

Navigate to the Policies tab in the web app, and press the "Create" button again in the top righthand corner. Select "Policy."

You want to create a "Target Access" policy. Now depending on your use case, you may want to grant users RDP access and/or SQL Server access (if you have an associated SQL Server database you want users to be able to access on your Windows server too).

Example of the different types of access you can grant for WIndows targets

Continue filling out the remainder of the modal. This will include selecting the IdP users, groups, and/or service accounts you want to have access to your Windows targets. When selecting the "Resource Type," be sure to select "Environments" and the matching environment to your Windows agent. See our example below:

This example policy grants the Product org RDP and SQL Server access to any Windows agents in the Desktop App environment.

Once you save your policy, you have now set up access to your Windows RDP and SQL Server targets!

Connect to your RDP or SQL Server targets via BastionZero

Connect to your Windows target using:

zli connect {RDP/SQL Server target name}

See here for more details and helpful tips on connecting to Windows targets.

Web Servers

To configure your web server target, you will need to:

• Download the zli on your client machine.

• Install and register the bzero agent on your proxy (further explained below).

• Configure your web server target.

• Author policy for users to access your web server.

Webserver Architecture

BastionZero relies on a proxy target in order to make a secure connection to your web server. The proxy target must be able to resolve a DNS hostname or reach the IP specified by the web server target configuration. No configuration, outside of the proxy target having network access to the web server, is required.

This feature utilizes the zli for end users to make connections. When connecting to a web server target, the user's default browser will open a new tab with the connection to the web service. This new connection will utilize a local port via a TCP socket to the BastionZero SaaS. This connection is made through the MrZAP protocol. As a result, BastionZero can authenticate and authorize the access, but it cannot alter any commands sent across.

Install and Register the BastionZero Agent

The bzero agent can be installed on your web server proxy target in a variety of ways: yum and apt package managers, Bash script, Ansible playbook, or zli Quickstart.

Once the agent is installed on your proxy target, it needs to register with BastionZero. If you've installed it using Bash, Ansible, or zli Quickstart, this process is already completed for you. For package managers, the registration process is detailed under yum and apt.

Accessing Web Servers Through a Kubernetes Cluster

Webserver Access Through Kubernetes Architecture

Web server support is available on the BastionZero agent v.4.0.0+.

We recommend installing via Helm, and YAML is supported as well. Make sure to complete the Kubernetes setup to ensure the agent is registered with BastionZero.

Configure Your Web Server Target

The web target configuration is part of the "Create" function on the BastionZero web app, or you can use the API. The "Create" target screen in the web app is shown below:

Update the web target fields with the needed context as explained below.

Field	Description
Name	The name of the web target. This is assigned to an environment or used in a policy.
Proxy Target	The name of the backing proxy target. One of proxy target or proxy environment must be set when creating a web target.
Proxy Environment	The name of the backing proxy environment. One of proxy target or proxy environment must be set when creating a web target.
Remote Host	The DNS hostname or the IP address of the webserver target.
Remote Port	The remote port number that the webserver target is listening on, usually 443 for HTTPS.
Local Host	The localhost that the BastionZero zli will listen on. This should not need modification.
Local Port	The local port number, which the BastionZero zli will use to intercept traffic. If you leave it blank, an open port on the client machine will be selected for the user.
Environment	The environment to which this target should be added.

A web target’s proxy can now be set to an environment rather than an explicitly named target. When a user connects to the web target, BastionZero will use an available target within the specified environment to proxy the connection. Note that when creating a web target, you will need to specify whether the proxy type is environment or target. This is true both in the web app and through the API.

Add a Web Server Policy

The web server policy will allow a user to connect to the web server. For this type of access, BastionZero utilizes a proxy policy. Create a policy using the type proxy and update and save the fields per the descriptions below.

Proxy Policy

Field	Description
Policy Name	The name of your policy.
Description	Information useful for describing the purpose or context of your policy.
Users	A list of identity provider users who will be authorized to use this policy.
Groups	A list of identity provider groups who will be authorized to use this policy.
Resource Type	Either an environment or a list of targets which are the resource(s) authorized for access by this policy.

Dynamic Access Targets

Dynamic access targets (DATs) are machines discovered by querying a provisioning server that runs outside of BastionZero. The targets are dynamic because given a specific Dynamic Access configuration, the state, and number of targets online are constantly changing. The provisioning server has two main responsibilities:

1. Spin up and register a target. A target can be a server, container, virtual machine (e.g. EC2 instance), etc. The provisioning server can spin these targets up on-demand or have a pool of targets waiting to be registered; the way these machines are created is up to the provisioning server's implementation. The only requirement is that the server must install bzero agent and register itself with BastionZero on each spawned target. The server should also assign a UUID to the spawned target so that it can be torn down when it is no longer needed. When BastionZero calls out to the provisioning server, the required parameters needed to execute bzero -registrationKey on the spawned target will be provided.

2. Tear down a target. The provisioning server must have the ability to stop and spin down the spawned targets. BastionZero will remember the UUID the server assigned in step (1) and provide the same identifier when asking the server to stop a specific target.

Both of these functionalities should be abstracted behind two distinct HTTP POST endpoints, which the provisioning server must implement. Details on the full API specification, including a Python Flask reference implementation, is available here.

The provisioning server's architecture, due to being designed as POST webhooks, allows for dynamic targets without requiring BastionZero to have privileged access or special roles in an organization's cloud/network.

Why Use DATs

DATs encourage users to use ephemeral targets to access certain resources in an organization's network. Once the resources have been polluted by a user's access, the target may be torn down. For instance, one may require that any hands-on-keyboard database migration be performed from a fresh target container that is killed once the migration is complete.

Configuring DAT

Because DATs are dynamically created by querying a provisioning server, an organization administrator must first add a Dynamic Access configuration before other users in the organization can ask to connect to a DAT. Every DAT has a backing Dynamic Access configuration which determines how the target is spun up (provisioned) and torn down (destroyed).

An organization administrator has the ability to add a Dynamic Access configuration in the Create dropdown menu found in the top-right corner of the BastionZero web app.

Image of a DAT configuration

Below is an explanation of each configuration option.

Argument	Description
Name	A unique name that is used to refer to this Dynamic Access configuration. This is the name that appears in the Targets screen and Connect screen on the BastionZero web app. It is also the name that is used when a user wishes to connect to a DAT via the zli.
Environment	The environment that contains all DATs registered by the backing provisioning server. The environment determines the policies to apply to the spawned targets and therefore which users can access them.
Start webhook	The URL of the provisioning server's POST start endpoint. This endpoint is queried by BastionZero when it requests the server to spin up and register a target. Example: https://dynamic-access.example.com/start.
Stop webhook	The URL of the provisioning server's POST stop endpoint. This endpoint is queried by BastionZero when it requests the server to tear down a target. Example: https://dynamic-access.example.com/stop.
Health webhook	The URL of the provisioning server's GET health endpoint. This endpoint is queried by BastionZero periodically to check that the provisioning server is still online and accessible. Example: https://dynamic-access.example.com/health.
Shared secret (base64)	A shared secret between the provisioning server and BastionZero that is used to ensure only BastionZero is authorized to query the provisioning server. See more details in the reference specification's README found here.

Connecting To A DAT

Once the Dynamic Access configuration has been added, authorized users, as defined by the organization's policies, can connect to a DAT provisioned by the server specified in the configuration.

Connecting Via the zli

To connect to a dynamic access target via the zli, a user executes a command similar to the following one:

zli connect ssm-user@db-dat --dynamic

db-dat is the name of the Dynamic Access configuration, and ssm-user is a default user that exists on all DATs. The user can specify a username not equal to ssm-user as long as the specified username actually exists on the provisioned machine, and there exists a policy that allows access to such Target User.

DATs Vs. Targets

Once a DAT is fully provisioned and registered, a DAT does not appear differently from the user's perspective. It is listed as an SSH target in the list of the organization's targets (Targets screen), and the user connects to it through the same flow as described above. In fact, the provisioned target is running the same bzero agent that is installed when registering a target via any autodiscovery method.

DATs differ from standard SSH targets in three ways:

1. How they are discovered and initially connected to by BastionZero.

2. The lifetime of DATs.

3. The policies involving DATs.

Discovery and Initial Connection

Unlike SSH targets, which are discovered by BastionZero once an administrator installs the bzero agent, DATs are discovered on a per-user basis when the user asks to connect to a DAT. A single user cannot have more than one DAT target created by the same Dynamic Access configuration. The name of discovered DATs hint at this exact property: DAT-<name-of-dynamic-access-config>-<User's full name>.

When processing the connect request, BastionZero sends a POST request to the start webhook as defined in the Dynamic Access configuration. This request notifies the provisioning server that a fresh target should be created.

Because it can take the provisioning server some time to spin up a target, the terminal shell that appears after making the initial connection will be in the loading state. The shell cannot receive any input until the target is fully provisioned - that is until the target is fully registered, online, and reachable by BastionZero.

This initial connection experience is different than when connecting to an SSH target because of the nature of a DAT. A DAT's existence is known at the time of an initial, user-initiated connection. An SSH target, on the other hand, is known at the time of registration, which happens during the autodiscovery process. Due to this difference, an initial connection to a DAT will often take longer than when connecting to an SSH target whose existence is already known ahead of time.

Notice, however, that once the initial connection is made and not closed, future DAT connections made by the same user who initially connected, will finish connecting much faster than before. This is because all future connections to the same Dynamic Access configuration will connect to the already provisioned and running DAT created for the specific user.

Lifetime of DATs

DATs are meant to be used as ephemeral targets; therefore, the lifetime of a DAT is fairly short compared to an SSH target. A DAT target is automatically deleted once there are no more connections to it. When the last connection is closed, BastionZero sends a POST request to the stop webhook as defined in the Dynamic Access configuration. This request notifies the provisioning server that the backing machine should be destroyed and is no longer needed.

An SSH target, on the other hand, will not be deleted unless the user explicitly deletes it from the Targets screen or if the environment's offline target removal policy timeout is reached.

Policies of DATs

Similar to other kinds of targets, DATs are protected by the organization's policies. The two types of Target Access policies, environment-specific and target-specific, are applicable to DATs. However, there is a notable difference in a target-specific policy compared to SSH targets. A target-specific policy cannot refer to one of the spawned DATs; it can only refer to a specific Dynamic Access configuration.

The effect of this difference is as follows:

• If the organization only has a target-specific policy for some Dynamic Access configuration, authorized users can only access the DATs created for them (i.e., the ones with the name DAT-<name-of-dynamic-access-config>-<User's full name>).

• If an administrator wants to allow users to access DATs that were not created for them, then an environment-specific policy that refers to the Dynamic Access configuration's environment must be used.

SSH Tunnels & Secure File Copy

To configure your server target to utilize tunnels or file copy, ensure the BastionZero agent is already installed, registered, and online.

With BastionZero SSH tunneling, there is no need to utilize SSH keys; instead, BastionZero automatically sets up a one-time-use SSH key for each tunnel. You can then use your native SSH clients and scripts to connect to targets that are autodiscovered to BastionZero.

Diagram of ssh tunneling in BastionZero

The figure shows the architecture for the SSH tunnel. The connection from your SSH client is routed through BastionZero's zli. The zli then creates an SSH tunnel directly to the target. The SSH tunnel is passed over a web socket from the zli to BastionZero. From there, it is passed over a different web socket from BastionZero to the target.

If a user wants to access a target via an SSH tunnel, there must a policy in BastionZero that allows that user to do so.

At this time, BastionZero does not have the ability to read the contents of the SSH tunnel so command logging is not possible with SSH tunneling. However, BastionZero logs do capture the establishment of the SSH tunnel and its duration.

Setting It Up

Run zli generate ssh-proxy and configure your .ssh/config file with two lines:

host bzero-\*
    IdentityFile /home/user/.config/bastionzero-zli-nodejs/bzero-temp-key
ProxyCommand /home/user/zli ssh-proxy -s %h %r %p /home/user/.config/bastionzero-zli-nodejs/bzero-temp-key

For simple access, just prefix the host with bzero:

$ ssh ssm-user@bzero-centos-machine1

You can tunnel to a remote server application using the below.

$ ssh -L 6100:127.0.0.1:5432 ssm-user@bzero-postgresDB

You can also tunnel using a client browser to reach an HTTP application on your local network.

$ ssh -L 8080:10.0.0.1:80 ssm-user@bzero-httpRedirectServer

For more information on SSH tunnels, check out the SSH tunneling man page.