OC Authorization Support {#auth}
========================

[TOC]

###### Author: Dennis Heimbigner\
 dmh at ucar dot edu

###### Draft: 11/21/2014\
 Last Revised: 12/23/2014\
 OC Version 2.1

###### Table of Contents {.break}

1.  [Introduction](#Introduction)
2.  [URL-Based Authentication](#URL-AUTH)
3.  [RC File Authentication](#DODSRC)
4.  [Redirection-Based Authentication](#REDIR)
5.  [URL Constrained RC File Entries](#URLCONS)
6.  [Client-Side Certificates](#CLIENTCERTS)
7.  [Appendix A. All RC-File Keys](#allkeys)
8.  [Appendix B. ESG Access in Detail](#ESGDETAIL)

Introduction {.break}
------------

OC can support user authorization using those provided by the curl
library. This includes basic password authentication as well as
certificate-based authorization.

With some exceptions (e.g. see the section on [redirection](#REDIR)) The
libcurl authorization mechanisms can be accessed in two ways

1.  Inserting the username and password into the url, or
2.  Accessing information from a so-called *rc* file named either
    *.daprc* or *.dodsrc*

URL-Based Authentication {.break}
------------------------

For simple password based authentication, it is possible to directly
insert the username and the password into a url in this form.

        http://username:password@host/...

This username and password will be used if the server asks for
authentication. Note that only simple password authentication is
supported in this format. Specifically note that [redirection](#REDIR)
based authorization will not work with this.

RC File Authentication {.break}
----------------------

The oc library supports an *rc* file mechanism to allow the passing of a
number of parameters to liboc and libcurl.

The file must be called one of the following names: ".daprc" or
".dodsrc" If both .daprc and .dodsrc exist, then the .daprc file will
take precedence.

Searching for the rc file first looks in the current directory and then
in the home directory (as defined by the HOME environment variable). It
is also possible to specify a direct path using the *-R* option to
ocprint or using the *oc\_set\_rcfile* procedure (see oc.h). Note that
for these latter cases, the path must be to the file itself, not to the
containing directory.

The rc file format is a series of lines of the general form:

    [<host:port>]<key>=<value>

where the bracket-enclosed host:port is optional and will be discussed
subsequently.

The currently defined set of authorization-related keys are as follows.
The second column is the affected curl\_easy\_setopt option(s).

Key

curl\_easy\_setopt Option

HTTP.COOKIEJAR

CURLOPT\_COOKIEJAR, CURLOPT\_COOKIEFILE

HTTP.PROXY\_SERVER

CURLOPT\_PROXY, CURLOPT\_PROXYPORT, CURLOPT\_PROXYUSERPWD

HTTP.SSL.CERTIFICATE

CURLOPT\_SSLCERT

HTTP.SSL.KEY

CURLOPT\_SSLKEY

HTTP.SSL.KEYPASSWORD

CURLOPT\_KEYPASSWORD

HTTP.SSL.CAINFO

CURLOPT\_SSLCAINFO

HTTP.SSL.CAPATH

CURLOPT\_SSLCAPATH

HTTP.SSL.VERIFYPEER

CURLOPT\_SSL\_VERIFYPEER

HTTP.CREDENTIALS.USERPASSWORD

CURLOPT\_USERPASSWORD

### Password Authentication

The key HTTP.CREDENTIALS.USERPASSWORD can be used to set the simple
password authentication. This is an alternative to setting it in the
url. The value must be of the form "username:password".

### Cookie Jar

The HTTP.COOKIEJAR key specifies the name of file from which to read
cookies (CURLOPT\_COOKIEJAR) and also the file into which to store
cookies (CURLOPT\_COOKIEFILE). The same value is used for both CURLOPT
values. It defaults to in-memory storage.

### Certificate Authentication

HTTP.SSL.CERTIFICATE specifies a file path for a file containing a PEM
cerficate. This is typically used for client-side authentication.

HTTP.SSL.KEY is essentially the same as HTTP.SSL.CERTIFICATE and should
usually have the same value.

HTTP.SSL.KEYPASSWORD specifies the password for accessing the
HTTP.SSL.KEY/HTTP.SSL.CERTIFICATE file.

HTTP.SSL.CAPATH specifies the path to a directory containing trusted
certificates for validating server sertificates.

HTTP.SSL.VALIDATE is a boolean (1/0) value that if true (1) specifies
that the client should verify the server's presented certificate.

HTTP.PROXY\_SERVER specified the url for accessing the proxy:
(e.g.http://[username:password@]host[:port])

Redirection-Based Authentication {.break}
--------------------------------

Some sites provide authentication by using a third party site to to the
authentication. One example is
[URS](https://uat.urs.earthdata.nasa.gov), the EOSDIS User Registration
System.

The process is usually as follows.

1.  The client contacts the server of interest (SOI), the actual data
    provider.
2.  The SOI sends a redirect to the client to connect to the URS system.
3.  The client authenticates with URS.
4.  URS sends a redirect (with authorization information) to send the
    client back to the SOI to actually obtain the data.

In order for this to work with libcurl, the client will usually need to
provide a .netrc file so that the redirection will work correctly. The
format of this .netrc file will contain content that typically look like
this.

    machine uat.urs.earthdata.nasa.gov login xxxxxx password yyyyyy

where the machine is the one to which the client is redirected for
authorization, and the login and password are those needed to
authenticate.

The .netrc file can be specified in two ways.

1.  Specify the netrc file to liboc using the procedure in oc.h:

        oc_set_netrc(OClink* link, const char* file)

    (This is equivalent to the -N flag to ocprint).

2.  Put the following line in your .daprc/.dodsrc file.

        HTTP.NETRC=<path to netrc file>

One final note. In using this, it is probable that you will need to
specify a cookie jar (HTTP.COOKIEJAR) so that the redirect site can pass
back authorization information.

URL Constrained RC File Entries {.break}
-------------------------------

Each line of the rc file can begin with a host+port enclosed in square
brackets. The form is "host:port". If the port is not specified then the
form is just "host". The reason that more of the url is not used is that
libcurl's authorization grain is not any finer than host level.

Examples.

    [remotetest.unidata.ucar.edu]HTTP.VERBOSE=1
    or
    [fake.ucar.edu:9090]HTTP.VERBOSE=0

If the url request from, say, the *oc\_open* method has a host+port
matchine one of the prefixes in the rc file, then the corresponding
entry will be used, otherwise ignored.

For example, the URL

    http://remotetest.unidata.ucar.edu/thredds/dodsC/testdata/testData.nc

will have HTTP.VERBOSE set to 1.

Similarly,

    http://fake.ucar.edu:9090/dts/test.01

will have HTTP.VERBOSE set to 0.

Client-Side Certificates {.break}
------------------------

Some systems, notably ESG (Earth System Grid), requires the use of
client-side certificates, as well as being [re-direction based](#REDIR).
This requires setting the following entries:

-   HTTP.COOKIEJAR — a file path for storing cookies across
    re-direction.
-   HTTP.NETRC — the path to the netrc file.
-   HTTP.SSL.CERTIFICATE — the file path for the client side certificate
    file.
-   HTTP.SSL.KEY — this should have the same value as
    HTTP.SSL.CERTIFICATE.
-   HTTP.SSL.CAPATH — the path to a "certificates" directory.
-   HTTP.SSL.VALIDATE — force validation of the server certificate.

Note that the first two are to support re-direction based
authentication.

##### Appendix A. All RC-File Keys {.break}

For completeness, this is the list of all rc-file keys.

Key

curl\_easy\_setopt Option

HTTP.DEFLATE

CUROPT\_DEFLATE\
with value "deflate,gzip"

HTTP.VERBOSE

CUROPT\_VERBOSE

HTTP.TIMEOUT

CUROPT\_TIMEOUT

HTTP.USERAGENT

CUROPT\_USERAGENT

HTTP.COOKIEJAR

CUROPT\_COOKIEJAR

HTTP.COOKIE\_JAR

CUROPT\_COOKIEJAR

HTTP.PROXY\_SERVER

CURLOPT\_PROXY,\
CURLOPT\_PROXYPORT,\
CURLOPT\_PROXYUSERPWD

HTTP.SSL.CERTIFICATE

CUROPT\_SSLCERT

HTTP.SSL.KEY

CUROPT\_SSLKEY

HTTP.SSL.KEYPASSWORD

CUROPT\_KEYPASSWORD

HTTP.SSL.CAINFO

CUROPT\_SSLCAINFO

HTTP.SSL.CAPATH

CUROPT\_SSLCAPATH

HTTP.SSL.VERIFYPEER

CUROPT\_SSL\_VERIFYPEER

HTTP.CREDENTIALS.USERPASSWORD

CUROPT\_USERPASSWORD

HTTP.NETRC

CURLOPT\_NETRC,CURLOPT\_NETRC\_FILE

##### Appendix B. ESG Access in Detail {.break}

It is possible to access Earth Systems Grid (ESG) datasets from ESG
servers through the OC API using the techniques described in the section
on [Client-Side Certificates](#CLIENTCERTS).

In order to access ESG datasets, however, it is necessary to register as
a user with ESG and to setup your environment so that proper
authentication is established between an oc client program and the ESG
data server. Specifically, it is necessary to use what is called
"client-side keys" to enable this authentication. Normally, when a
client accesses a server in a secure fashion (using "https"), the server
provides an authentication certificate to the client. With client-side
keys, the client must also provide a certificate to the server so that
the server can know with whom it is communicating.

The oc library uses the *curl* library and it is that underlying library
that must be properly configured.

### Terminology

The key elements for client-side keys requires the constructions of two
"stores" on the client side.

-   Keystore - a repository to hold the client side key.
-   Truststore - a repository to hold a chain of certificates that can
    be used to validate the certificate sent by the server to the
    client.

The server actually has a similar set of stores, but the client need not
be concerned with those.

### Initial Steps

The first step is to obtain authorization from ESG. Note that this
information may evolve over time, and may be out of date. This
discussion is in terms of BADC and NCSA. You will need to substitute as
necessary.

1.  Register at http://badc.nerc.ac.uk/register to obtain access to badc
    and to obtain an openid, which will looks something like:

        https://ceda.ac.uk/openid/Firstname.Lastname

2.  Ask BADC for access to whatever datasets are of interest.
3.  Obtain short term credentials at
    http://grid.ncsa.illinois.edu/myproxy/MyProxyLogon/ You will need to
    download and run the MyProxyLogon program. This will create a
    keyfile in, typically, the directory ".globus". The keyfile will
    have a name similar to this: "x509up\_u13615" The other elements in
    ".globus" are certificates to use in validating the certificate your
    client gets from the server.
4.  Obtain the program source ImportKey.java from this location:
    http://www.agentbob.info/agentbob/79-AB.html (read the whole page,
    it will help you understand the remaining steps).

### Building the KeyStore

You will have to modify the keyfile in the previous step and then create
a keystore and install the key and a certificate. The commands are
these:

        openssl pkcs8 -topk8 -nocrypt -in x509up_u13615 -inform PEM -out key.der -outform DER

        openssl x509 -in x509up_u13615 -inform PEM -out cert.der -outform DER

        java -classpath  -Dkeypassword="" -Dkeystore=./ key.der cert.der

Note, the file names "key.der" and "cert.der" can be whatever you
choose. It is probably best to leave the .der extension, though.

### Building the TrustStore

Building the truststore is a bit tricky because as provided, the
certificates in ".globus" need some massaging. See the script below for
the details. The primary command is this, which is executed for every
certificate, c, in globus. It sticks the certificate into the file named
"truststore"

      keytool -trustcacerts -storepass "password" -v -keystore "truststore"  -importcert -file "${c}"

### Running the C Client

Refer to the section on [Client-Side Certificates](#CLIENTCERTS). The
keys specified there must be set in the rc file to support ESG access.

-   HTTP.COOKIEJAR=\~/.dods\_cookies
-   HTTP.NETRC=\~/.netrc
-   HTTP.SSL.CERTIFICATE=\~/esgkeystore
-   HTTP.SSL.KEY=\~/esgkeystore
-   HTTP.SSL.CAPATH=\~/.globus
-   HTTP.SSL.VALIDATE=1

Of course, the file paths above are suggestions only; you can modify as
needed. The HTTP.SSL.CERTIFICATE and HTTP.SSL.KEY entries should have
same value, which is the file path for the certificate produced by
MyProxyLogon. The HTTP.SSL.CAPATH entry should be the path to the
"certificates" directory produced by MyProxyLogon.

As noted, also uses re-direction based authentication. So, when it
receives an initial connection from a client, it redirects to a separate
authentication server. When that server has authenticated the client, it
redirects back to the original url to complete the request.

### Script for creating Stores

The following script shows in detail how to actually construct the key
and trust stores. It is specific to the format of the globus file as it
was when ESG support was first added. It may have changed since then, in
which case, you will need to seek some help in fixing this script. It
would help if you communicated what you changed to the author so this
document can be updated.

    #!/bin/sh -x
    KEYSTORE="esgkeystore"
    TRUSTSTORE="esgtruststore"
    GLOBUS="globus"
    TRUSTROOT="certificates"
    CERT="x509up_u13615"
    TRUSTROOTPATH="$GLOBUS/$TRUSTROOT"
    CERTFILE="$GLOBUS/$CERT"
    PWD="password"

    D="-Dglobus=$GLOBUS"
    CCP="bcprov-jdk16-145.jar" 
    CP="./build:${CCP}" 
    JAR="myproxy.jar"

    # Initialize needed directories
    rm -fr build
    mkdir build
    rm -fr $GLOBUS
    mkdir $GLOBUS
    rm -f $KEYSTORE
    rm -f $TRUSTSTORE

    # Compile MyProxyCmd and ImportKey
    javac -d ./build -classpath "$CCP" *.java
    javac -d ./build ImportKey.java

    # Execute MyProxyCmd
    java -cp "$CP myproxy.MyProxyCmd

    # Build the keystore
    openssl pkcs8 -topk8 -nocrypt -in $CERTFILE -inform PEM -out key.der -outform DER
    openssl x509 -in $CERTFILE -inform PEM -out cert.der -outform DER
    java -Dkeypassword=$PWD -Dkeystore=./${KEYSTORE} -cp ./build ImportKey key.der cert.der

    # Clean up the certificates in the globus directory
    for c in ${TRUSTROOTPATH}/*.0 ; do
        alias=`basename $c .0`
        sed -e '0,/---/d' <$c >/tmp/${alias}
        echo "-----BEGIN CERTIFICATE-----" >$c       
        cat /tmp/${alias} >>$c
    done
     
    # Build the truststore
    for c in ${TRUSTROOTPATH}/*.0 ; do
        alias=`basename $c .0`
        echo "adding: $TRUSTROOTPATH/${c}"
        echo "alias: $alias"
        yes | keytool -trustcacerts -storepass "$PWD" -v -keystore ./$TRUSTSTORE -alias $alias -importcert -file "${c}"
    done
    exit