Index: openacs-4/packages/acs-core-docs/www/ext-auth-requirements.html =================================================================== RCS file: /usr/local/cvsroot/openacs-4/packages/acs-core-docs/www/ext-auth-requirements.html,v diff -u -N -r1.33 -r1.34 --- openacs-4/packages/acs-core-docs/www/ext-auth-requirements.html 17 Jul 2006 05:38:31 -0000 1.33 +++ openacs-4/packages/acs-core-docs/www/ext-auth-requirements.html 7 Jun 2008 20:28:49 -0000 1.34 @@ -1,4 +1,5 @@ -External Authentication Requirements

External Authentication Requirements

Vision

People have plenty of usernames and passwords already, we + +External Authentication Requirements

External Authentication Requirements

Vision

People have plenty of usernames and passwords already, we don't want them to have yet another. We want people to be able to log in to OpenACS with the same password they use to log in to any other system.

Besides, administrators have better things to do than create @@ -7,7 +8,7 @@ log on to OpenACS, an account will automatically be created for them here.

Finally, security is increased with fewer passwords, since users generally can't remember all those passwords, so they tend to -keep them all the same and never change them.

Design Goals

  • Transparent: Users don't have to do anything special to +keep them all the same and never change them.

Design Goals

  • Transparent: Users don't have to do anything special to get an account on the local OpenACS system, if they already have an account on the external authentication server.

  • Fall-back: Users who don't have an account on the external authentication server are still allowed to create a local @@ -35,19 +36,19 @@ the other hand very modular to enable a start with minimal requirements (driver implementations) as soon as possible.

The problem can be split into several logically separate -parts. Each has a section below.

Terminology

  • Authority: The name of an authority trusted to authenticate +parts. Each has a section below.

Terminology

  • Authority: The name of an authority trusted to authenticate users.

  • Authentication Driver: An implementation of the authentication service contract, which talks to an authentication of a certain type, e.g. PAM, RADIUS, LDAP, or Active Directory.

  • Authentication API: The API through which login pages and applications talk to the authentication service. There's one and only one implementation of the authentication API, namly the one included in OpenACS Core.

  • Authentication Driver API: The service contract which - authentication drivers implement.

Conceptual Pictures

Authentication:

-

Account Management (NO PICTURE YET)

Batch Synchronization (NO PICTURE YET)

Requirements

New API

FeatureStatusDescription
New API
EXT-AUTH-01AExtend Authentication/Acct Status API
EXT-AUTH-03AAccount Creation API
EXT-AUTH-05APassword Management API
EXT-AUTH-30AAuthority Management API

Login

FeatureStatusDescription
Login
EXT-AUTH-04ARewrite login, register, and admin pages to use APIs
EXT-AUTH-38Aad_form complain feature
EXT-AUTH-19ARewrite password recovery to use API
EXT-AUTH-21ARewrite email verification with API
EXT-AUTH-28AUsername is email switch

Users will log in using a username, a authority, and a + authentication drivers implement.

Conceptual Pictures

Authentication:

+

Account Management (NO PICTURE YET)

Batch Synchronization (NO PICTURE YET)

Requirements

New API

FeatureStatusDescription
New API
EXT-AUTH-01AExtend Authentication/Acct Status API
EXT-AUTH-03AAccount Creation API
EXT-AUTH-05APassword Management API
EXT-AUTH-30AAuthority Management API

Login

FeatureStatusDescription
Login
EXT-AUTH-04ARewrite login, register, and admin pages to use APIs
EXT-AUTH-38Aad_form complain feature
EXT-AUTH-19ARewrite password recovery to use API
EXT-AUTH-21ARewrite email verification with API
EXT-AUTH-28AUsername is email switch

Users will log in using a username, a authority, and a password. The authority is the source for user/password verification. OpenACS can be an authority itself.

Each user in OpenACS will belong to exactly one authority, which -can either be the "local" OpenACS users table, in which case the +can either be the "local" OpenACS users table, in which case the password column is used, or it can be some external authority, which will be communicated with using some protocol, as implemented by an authentication driver.

Username will be separate from email address. It can be an @@ -70,7 +71,7 @@ [Forgot my password] [New user registration]

If there's only one active authority, we don't display the -authority drop-down element at all.

Configuration

FeatureStatusDescription
Configuration
EXT-AUTH-07AAdmin pages to control Ext-Auth parameters

The site-wide systems administrator can configure the +authority drop-down element at all.

Configuration

FeatureStatusDescription
Configuration
EXT-AUTH-07AAdmin pages to control Ext-Auth parameters

The site-wide systems administrator can configure the authentication process from a page linked under /acs-admin.

  • Authorities - ordered list of authorities defined

  • Account Registration Allowed: Yes/No. Account registration can be disabled altogether.

  • Registration authority - the authority in which accounts should be created, using the relevant driver, if account registration is @@ -83,7 +84,7 @@ other drivers call external functions. The possible functions for each authority are split into several drivers for convenience. One driver handles authentication, one account creation, and one - changing passwords.

    FeatureStatusDescription
    create service contract
    EXT-AUTH-16ACreate service contract for Authentication
    EXT-AUTH-17ACreate service contract for Acct. Creation
    EXT-AUTH-29ACreate service contract for Passwd Management
    FeatureStatusDescription
    EXT-AUTH-18AAuthority configuration data model

    Each authority is defined like this:

    • Authority pretty-name, e.g. "URZ"

    • Authentication Driver, e.g. "RADIUS". In practice, this + changing passwords.

      FeatureStatusDescription
      create service contract
      EXT-AUTH-16ACreate service contract for Authentication
      EXT-AUTH-17ACreate service contract for Acct. Creation
      EXT-AUTH-29ACreate service contract for Passwd Management
      FeatureStatusDescription
      EXT-AUTH-18AAuthority configuration data model

      Each authority is defined like this:

      • Authority pretty-name, e.g. "URZ"

      • Authentication Driver, e.g. "RADIUS". In practice, this would be a reference to a service contract implementation.

      • Authentication Driver configuration settings, e.g. host name, port, etc., as required by the particular driver. Note that @@ -95,7 +96,7 @@ trying to use the authentication driver's password management features.

      • ChangePasswordUrl - a URL to redirect to instead of trying to use the authentication driver's password management - features.

      • Account Creation Driver, e.g. "RADIUS". In practice, this + features.

      • Account Creation Driver, e.g. "RADIUS". In practice, this would be a reference to a service contract implementation. The reason we have separate drivers for authentication and account creation is that organizations are likely to have a home-grown @@ -113,10 +114,10 @@ find a mechanism for the driver to tell us which configuration options are available, a way to set these, and a way for the driver to access these settings.

        OpenACS will come pre-configured with one authority, which is -the "local" authority, meaning we'll authenticate as normal using the +the "local" authority, meaning we'll authenticate as normal using the local users table. This will, just like any other authority, be implemetned using a service contract.

      Synchronizing -and Linking Users

      FeatureStatusDescription
      Synchronizing and linking users
      EXT-AUTH-28ACreate service contract for Batch Sync.
      EXT-AUTH-38ABatch User Synchronization API
      EXT-AUTH-38AIMS Synchronization driver
      EXT-AUTH-08AAutomation of batch Synchronization
      EXT-AUTH-15BOn-demand syncronization

      Regardless of the login method, the user needs to have a row +and Linking Users

FeatureStatusDescription
Synchronizing and linking users
EXT-AUTH-28ACreate service contract for Batch Sync.
EXT-AUTH-38ABatch User Synchronization API
EXT-AUTH-38AIMS Synchronization driver
EXT-AUTH-08AAutomation of batch Synchronization
EXT-AUTH-15BOn-demand syncronization

Regardless of the login method, the user needs to have a row in the OpenACS users table. This can happen through a batch job, in real-time, or both in combination. We use the IMS Enterprise 1.1 specification.

Batch job means that we do a synchronization (import new users, modify changed, purge deleted) on a regular interval, e.g. @@ -129,23 +130,23 @@ be remedied by using the real-time solution. The batch job will also require error logging and an admin interface to view logs.

If an email already belongs to some other user, we log it as an error.

A user will always belong to exactly one authority, which can be -either the "local" authority or some other. Thus, the OpenACS user's +either the "local" authority or some other. Thus, the OpenACS user's table will have to be augmented with the following columns:

  • Authority. Reference to the site-wide authorities list. The authority which can authenticate this user.

  • Authority-specific username.

Real-time means that the first time the user logs into OpenACS, we'll query the authority that authenticated him for information about this user. That authentication authority will then give us at least first names, last name and email. The pros and cons are the opposite of batch jobs. Using both in combination -is ideal.

Note: One solution to the "two users from different authorities -have the same email" problem above would be to allow users to +is ideal.

Note: One solution to the "two users from different authorities +have the same email" problem above would be to allow users to belong to multiple authorities. Then we would notice that the email already exists, ask the user if he thinks he's the same person, and if so, ask him to prove so by authenticating using the other authority. Thus he'll have just authenticated in two different authorities, and we can record that this is the same person. We'd still have a problem if there was an email conflict between two accounts on the same authority. Hm. I don't think it's worth spending too much -time trying to solve this problem through software.

FeatureStatusDescription
EXT-AUTH-31
EXT-AUTH-31AUpgrade user data model for ext-auth

After having authenticated using the relevant authority driver, +time trying to solve this problem through software.

FeatureStatusDescription
EXT-AUTH-31
EXT-AUTH-31AUpgrade user data model for ext-auth

After having authenticated using the relevant authority driver, we'll look for the username/authority pair in the users table.

If we don't find any, that means that we're either not doing batch synchronizing, or that the user has been added since the last sync. In that case, we'll try to do a real-time synchronization, if @@ -154,9 +155,9 @@ create a row in the local users table using that information.

If that doesn't work, we'll tell the user that their account isn't yet available, and the driver will supply a message for us, -which could say "The account should be available tomorrow. If not, -contact X."

Account -Registration

If a user doesn't have an account, the site-wide +which could say "The account should be available tomorrow. If not, +contact X."

Account +Registration

If a user doesn't have an account, the site-wide configuration can allow the user to register for one, as defined in the configuration discussed above. This section is about normal account registration through a authority driver.

The account creation service contract implementation will @@ -166,45 +167,45 @@ message.

  • Account status: Is the account ready for use?

  • User information: first_names, last_name, email, url, password, password_hash, secret_question, secret_answer. The driver only needs to return the columns which were changed or added - through the registration process. Typically, only the "local" + through the registration process. Typically, only the "local" driver will return password and secret question/answer.

  • After creating the remote account, a local account is created with the information gathered through the form/returned by the driver.

    By default, a local account creation implementation is provided, which will create a new OpenACS user, and, in addition to the default local account creation above, also store the password in hashed form.

    Password -Management

    Password management is about changing password, retrieving +Management

    Password management is about changing password, retrieving password, and resetting password.

    It's up to the authority driver implementation to decide whether to support any or all of these features, and to say so using the CanXXX methods (see driver API below).

    Additionally, the authority can be configured with a URL to redirect to in the case of forgotten passwords, or when the user desires to change password.

    Login Pages Over -HTTPS

    FeatureStatusDescription
    EXT-AUTH-20
    EXT-AUTH-20ALogin over HTTPS

    Login pages must be able to be sent over a secure connection +HTTPS

    FeatureStatusDescription
    EXT-AUTH-20
    EXT-AUTH-20ALogin over HTTPS

    Login pages must be able to be sent over a secure connection (https), so your password won't get sent over the wire in cleartext, while leaving the rest of the site non-secure (http). I believe that this requires some (minor) changes to the current session handling code.

    Email -Verification

    Email verification needs to be handled both at registration +Verification

    Email verification needs to be handled both at registration and at login.

    In both cases, it'll be handled by the driver sending automatically sending the email containing a link for the user to verify his account. Then the driver will return an account status -of "closed,temporary", and a message that says "Check your inbox -and click the link in the email".

    OpenACS will have a page which receives the email +of "closed,temporary", and a message that says "Check your inbox +and click the link in the email".

    OpenACS will have a page which receives the email verification, for use by local accounts. Other authorities will have to implement their own page, most likely on the authority's -own server.

    Other Items

    There are a number of items which touch on external +own server.

    Other Items

    There are a number of items which touch on external authentication and session management. And even though they're not directly linked to external authentication, I would recommend that we handle a number of them, either because they're important for security, or because it makes sense to fix them while we're messing with this part of the codebase anyway.

    Recommended: -Untrusted Logins and Login Levels

    FeatureStatusDescription
    EXT-AUTH-33
    EXT-AUTH-33AUntrusted Logins

    I like the idea of having multiple login levels:

    1. Not logged in

    2. Untrusted login: We'll show you un-sensitive personal +Untrusted Logins and Login Levels

    FeatureStatusDescription
    EXT-AUTH-33
    EXT-AUTH-33AUntrusted Logins

    I like the idea of having multiple login levels:

    1. Not logged in

    2. Untrusted login: We'll show you un-sensitive personal content, but won't let you modify anything or see personal data. A normal login becomes untrusted after a certain amount of time, and the user will have to re-enter his/her password in order to gain access to personal data. Untrusted login never expires, unless explicitly done so through either changing password or clicking a - special "expire all logins" link.

    3. Normal login: The user is logged, and has type his + special "expire all logins" link.

    4. Normal login: The user is logged, and has type his password sufficiently recently that we trust the login. All normal operations are allowed. Will degrade to untrusted login after a specified amount of time.

    5. Secure login: The user is logged in over a secure @@ -223,19 +224,19 @@ example, we could let you browse publically available forums, and only when you want to post do you need to log in. This makes it even more feasible to have a more secure login expiration -setting.

      By default, auth::require_login would +setting.

      By default, auth::require_login would bounce to the login page if the user is only logged in at the untrusted level. Only if you explicitly say -auth::require_login -untrusted will we give you +auth::require_login -untrusted will we give you the user_id of a user who's only logged in in untrusted -mode.

      Similarly, ad_conn user_id will continue +mode.

      Similarly, ad_conn user_id will continue to return 0 (not logged in) when the user is only logged in -untrusted, and we'll supply another variable, ad_conn -untrusted_user_id, which wlll be set to the user_id for +untrusted, and we'll supply another variable, ad_conn +untrusted_user_id, which wlll be set to the user_id for all login levels.

      This should ensure that we get full access to the new feature, while leaving all current code just as secure as it was before.

    Recommended: -Make Non-Persistent Login Work

    FeatureStatusDescription
    EXT-AUTH-34
    EXT-AUTH-34AExpire Logins

    Currently, OpenACS is unusable in practice without persistent +Make Non-Persistent Login Work

    FeatureStatusDescription
    EXT-AUTH-34
    EXT-AUTH-34AExpire Logins

    Currently, OpenACS is unusable in practice without persistent login. The login will expire after just a few minutes of inactivity, and you'll get bounced to the login page where you have to enter both email and password again. Unacceptable in @@ -247,14 +248,14 @@ should be configurable and default to something reasonable like an hour or so.

    This will require looking into and changing the design of the current session handling code.

    Recommended: -Single-Sign-On

    FeatureStatusDescription
    EXT-AUTH-23
    EXT-AUTH-23Single sign-on

    Instead of redirecting to the login page, auth::require_login +Single-Sign-On

    FeatureStatusDescription
    EXT-AUTH-23
    EXT-AUTH-23Single sign-on

    Instead of redirecting to the login page, auth::require_login can redirect to an authentication server, which can redirect back to a page that logs the user in. This should be very easy to implement.

    Alternatively, if you want to combine this with fallback to OpenACS accounts, we would instead present the normal login screen, -but put a button which says "Login using X", where X is the +but put a button which says "Login using X", where X is the redirection-based external authority.

    Recommended: -Expire All Logins

    FeatureStatusDescription
    EXT-AUTH-22
    EXT-AUTH-22Brewrite cookie handling

    Currently, if you've ever left a permanent login cookie on +Expire All Logins

    FeatureStatusDescription
    EXT-AUTH-22
    EXT-AUTH-22Brewrite cookie handling

    Currently, if you've ever left a permanent login cookie on someone elses machine, that person will be forever logged in until he/she explicitly logs out. You can change your password, you can do anything you want, but unless a logout is requested from that @@ -270,28 +271,28 @@ so we'll need to cache the secret token, or only check it when refreshing the session cookie, which, I believe, normally happens every 10 minutes or so.

    Recommended: -Email account owner on password change

    FeatureStatusDescription
    EXT-AUTH-24
    EXT-AUTH-24AEmail on password change

    As an additional security measure, we should email the +Email account owner on password change

    FeatureStatusDescription
    EXT-AUTH-24
    EXT-AUTH-24AEmail on password change

    As an additional security measure, we should email the account's email address whenever the password is changed, so that he/she is at least alerted to the fact.

    Optional: -Password policy

    FeatureStatusDescription
    EXT-AUTH-25
    EXT-AUTH-25AImplement password policy

    Again, to increase security, we should add password policies, +Password policy

    FeatureStatusDescription
    EXT-AUTH-25
    EXT-AUTH-25AImplement password policy

    Again, to increase security, we should add password policies, such as passwords needing to be changed after a certain number of days, change on next login (after a new random password has been generated), or requiring that the password satisfies certain complexity rules, i.e. both upper and lowercase characters, numbers, special chars, etc.

    It would good to extend the current maximum password length from 10 to at least 32 characters.

    Optional: -Login Without Explicit Authority

    FeatureStatusDescription
    EXT-AUTH-26
    EXT-AUTH-26BLogin without explicit domain

    In order to make it easier for people, we've been toying with -the idea of a functionality like this:

    FeatureStatusDescription
    EXT-AUTH-26
    EXT-AUTH-26BLogin without explicit domain

    In order to make it easier for people, we've been toying with +the idea of a functionality like this:

    If this is deemed desirable, a way to implement this would be + username = "foo@bar.com", authority = "local".

    If this is deemed desirable, a way to implement this would be through these settings:

    Optional: Who's Online

    FeatureStatusDescription
    EXT-AUTH-27
    EXT-AUTH-27BWho's online list

    While we're touching the session handling code, anyway, it +

    Optional: Who's Online

    FeatureStatusDescription
    EXT-AUTH-27
    EXT-AUTH-27BWho's online list

    While we're touching the session handling code, anyway, it would be nice to add a feature to show who's currently online, a nice real-time collaboration feature frequently requested by members of the community. This is particularly interesting when @@ -313,16 +314,16 @@ which authenticated users have requested pags on the site in the last x minutes (typically about 5), and thus are considered to be currently online. There's nothing more to it. This lets us display -a list of "active users" somewhere on the site, and make their name +a list of "active users" somewhere on the site, and make their name a link to a real-time chat service like Jabber.

    We've already made the changes necessary to security-procs.tcl to do this on an earlier project, but haven't quite finished the work and put it back into the tree.

    Optional: -Subsite-level configuration

    FeatureStatusDescription
    EXT-AUTH-28
    EXT-AUTH-28implement subsite-level config

    If we want to, we could let subsite administrators configure +Subsite-level configuration

    FeatureStatusDescription
    EXT-AUTH-28
    EXT-AUTH-28implement subsite-level config

    If we want to, we could let subsite administrators configure the login process for that particular subsite. This would probably only entail letting the subsite admin leave out certain authorities defined site-wide, and change the sort order.

    I think we should leave this out until we have a use case for it, someone who'd need it.

    Future: -Making the Authentication API itself a service contract

    FeatureStatusDescription
    EXT-AUTH-32
    EXT-AUTH-32AParameters for Service Contract Implementation
    EXT-AUTH-35AMake the Authentication API a service contract

    For completely free-form authentication logic and mechanisms, +Making the Authentication API itself a service contract

    FeatureStatusDescription
    EXT-AUTH-32
    EXT-AUTH-32AParameters for Service Contract Implementation
    EXT-AUTH-35AMake the Authentication API a service contract

    For completely free-form authentication logic and mechanisms, something like Andrew Grumet's Pluggable Authentication for OACS Draft is interesting. He's @@ -333,10 +334,10 @@ people are going to want to use a username/password-based scheme, and having easy configuration through a web UI is more important than total flexibility at this point.

    Besides, we can always do this in the future, by letting the -public Authentication API (auth::require_login -and auth::authenticate) be implemented through a +public Authentication API (auth::require_login +and auth::authenticate) be implemented through a service contract.

    Future: -Authenticating against multiple servers simultaneously

    FeatureStatusDescription
    EXT-AUTH-36
    EXT-AUTH-36AAuthenticate against multiple servers

    Both OKI and OpenACS supports a form of stacking, where you +Authenticating against multiple servers simultaneously

    FeatureStatusDescription
    EXT-AUTH-36
    EXT-AUTH-36AAuthenticate against multiple servers

    Both OKI and OpenACS supports a form of stacking, where you can be logged into multiple authorities at the same time. This is useful if, for example, you need to get login tokens such as Kerberos tickets for access to shared resources.

    I can see the value in this, but for simplicity's sake, I'm @@ -350,15 +351,15 @@ etc. But at the moment, we don't have any users of such things that are ready. We have some who are on the steps, but let's wait till they're there.

    Implement -Specific Drivers

    FeatureStatusDescription
    Implement specific drivers
    EXT-AUTH-09ACreate Auth. drivers for Local Authority
    EXT-AUTH-10ACreate Acct. Creation driver for Local Authority
    EXT-AUTH-11ACreate Auth. driver for PAM
    EXT-AUTH-12XCreate Acct. Creation driver for PAM - this - functionality is explicitly excluded from PAM
    EXT-AUTH-13ACreate Acct. Creation driver for LDAP
    EXT-AUTH-14ACreate Auth. driver for LDAP

    We'll need drivers for:

    FeatureStatusDescription
    Implement specific drivers
    EXT-AUTH-09ACreate Auth. drivers for Local Authority
    EXT-AUTH-10ACreate Acct. Creation driver for Local Authority
    EXT-AUTH-11ACreate Auth. driver for PAM
    EXT-AUTH-12XCreate Acct. Creation driver for PAM - this + functionality is explicitly excluded from PAM
    EXT-AUTH-13ACreate Acct. Creation driver for LDAP
    EXT-AUTH-14ACreate Auth. driver for LDAP

    We'll need drivers for:

    RADIUS

    RADIUS is a simple username/password-type authentication + supported).

  • RADIUS

  • LDAP

  • RADIUS

    RADIUS is a simple username/password-type authentication server.

    It also supports sending a challenge to which the user must respond with the proper answer (e.g. mother's maiden name, or could be additional password), but we will not support this @@ -367,12 +368,12 @@ in Python can be found in the exUserFolder module for Zope -(documentation).

    Feedback

    We'd really appreciate feedback on this proposal. Please +(documentation).

    Feedback

    We'd really appreciate feedback on this proposal. Please follow up at this -openacs.org forums thread.

    References

    References

    Revision History

    Document Revision #Action Taken, NotesWhen?By Whom?
    1Updated work-in-progress for consortium-sponsored ext-auth work at Collaboraid.20 Aug 2003Joel Aufrecht
    View comments on this page at openacs.org
    + Passport.

    Revision History

    Document Revision #Action Taken, NotesWhen?By Whom?
    1Updated work-in-progress for consortium-sponsored ext-auth work at Collaboraid.20 Aug 2003Joel Aufrecht
    View comments on this page at openacs.org