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Connectors setup guide

This is the hands-on companion to Connectors (the architecture reference) and the individual GUI pages under Administration panel → Integrations. It walks through building one connector end to end, using real screenshots and a real (sanitised) request/response captured while writing this guide.

Before you start

Two things must exist before you can even save a connector — the order below is enforced by the backend, not just a suggested reading order:

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First-run setup guide

This page is the operational counterpart to the conceptual pages in the Administration panel section. It targets operators standing up a CYPEX deployment for the first time.

For the why behind the admin IA, see the Administration panel landing and the linked per-section pages. For org / Schema Access operations specifically, see the Organizations setup guide.

Concepts you need first

Before walking through the procedures, skim the relevant admin pages:

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Upgrade to CYPEX v2.0.0

This page is the mandatory upgrade entry point for CYPEX v2.0.0. It is written for operators who run CYPEX in production and need a single walkthrough that covers every breaking change in this release.

Audience. Read this end-to-end before opening the maintenance window. It links out to detailed pages for each topic; follow every link in the order presented.

What is changing in v2.0.0

v2.0.0 introduces seven platform-level changes. Each one is breaking or behavior-changing for at least one class of deployment.

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OIDC setup guide

This is the hands-on companion to SSO (the architecture overview). It walks through adding a real provider, signing in through it, and approving the resulting user — using real screenshots captured against a Generic OIDC provider configured against Google, plus the JWT claim trace that applies to every provider identically.

Before you start

  • You need the Organizations administrator role for the target organization (or system admin).
  • The host running the SSO Gateway needs outbound HTTPS to the IdP’s discovery, authorization, token, and JWKS endpoints.
  • Register the CYPEX callback URL on the IdP side before you save the provider — the default is {app-origin}/auth/{providerType}/callback (e.g. http://localhost:4000/auth/oidc/callback in dev), and the gateway rejects a login whose stored callbackUrl doesn’t match the IdP’s registered redirect URI byte-for-byte.

Step 1 — Add a provider

Under Authentication → SSO Providers → Add provider:

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LDAP

CYPEX authenticates users against an LDAP directory as an alternative to local (integrated) accounts — the same mechanism that backs Microsoft Active Directory, OpenLDAP, and any other LDAP v3 server. Before a connection is configured, the page simply confirms that no LDAP authentication is set up yet:

No LDAP authentication configured

Click CREATE to start the connection form.

Click CREATE to start the connection form.

Connecting to your directory

Fill out the connection settings to establish a connection between CYPEX and your directory:

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Organizations setup guide

This page is the operational counterpart to the conceptual pages in the Organizations section. It targets operators who run CYPEX, the PostgreSQL Application Platform, in production and need to perform the four day-to-day jobs: create, edit, and disable organizations; give users access to an organization; configure org-scoped application visibility (Schema Access); and troubleshoot misconfigurations.

For the why behind the model, see the conceptual pages linked below.

Concepts you need first

Read these four pages before walking through the procedures:

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Pending and rejected users

Every SSO identity CYPEX has ever seen sits in sso_gateway.t_sso_user_map in exactly one of three states (sso_gateway.user_map_status): pending, active, or rejected. This page documents the full lifecycle — what moves a row between states, what each transition writes to the audit trail, and where to find evidence of a governance decision. For adding a provider and the first successful sign-in, see the OIDC setup guide.

States

StateMeaningWhat a repeat login does
PendingIdP authentication succeeded, but no t_sso_role_mapping rule matched and (if Auto-link by email is off, the default) no admin has reviewed it yet. cypex_user_id and cypex_role are both NULL.Refreshes the captured profile in place, stays pending. The exchange returns 403 pending_approval — “Your account is pending administrator approval.”
ActiveAn admin approved or linked the identity, or a role mapping matched automatically. cypex_user_id and cypex_role are set.Signs in normally; mints an access/refresh token pair like any other login.
RejectedAn admin explicitly rejected the identity. The row is kept (not deleted) — rejected_at, rejected_by, and an optional rejection_reason (≤200 characters) are recorded.Blocked. The exchange returns 403 user_rejected — a deliberately generic “This SSO identity has been blocked. Contact your administrator.” The real reason and who rejected it never reach the browser; they’re in the audit trail only.

Users → Pending SSO and Users → Rejected SSO are the two admin-facing queues for the states above:

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Building apps across organizations

This page is for people who build and ship CYPEX applications. It covers what changes about that job once a deployment has more than one Organization.

Organization scope on this page is enforced by CYPEX itself, not by the browser. Hiding a row in the admin panel would be cosmetic; what is described below holds even for a caller who manipulates the request directly.

Application visibility per organization

The Applications page does not show every application in the deployment to every admin. A system admin can pick any organization in the organization filter, or clear it to see everything. An organization admin is always restricted to their own organization — changing the filter in the browser does not widen what comes back.

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Upgrade

Operator-facing upgrade guides, one per major version. Start here before deploying a new major version of CYPEX in production.

  • Upgrade to v2.0.0 — the mandatory upgrade entry point for v2.0.0: pre-upgrade checklist, breaking changes, RLS impact, SSO migration, Organizations migration, Connectors enablement, post-upgrade verification, and rollback constraints.

See also

  • Migrations — the technical reference and step-by-step migration walkthroughs that this guide links out to.
  • Release Management — for per-application version control on top of an upgraded platform.

Sessions and tokens

v2.0.0 replaces the single long-lived JWT with an access token / refresh token pair. This page explains the model, the settings that govern it, and the two configuration mistakes that break a deployment.

Why it matters

Under the old model a token was minted at login and stayed valid for its whole lifetime. Deactivating a user or changing their role did nothing until that token expired — potentially days later.

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