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README file for Open Federation Library
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$Id: README,v 1.13 2009/11/12 17:30:30 exu Exp $



%% Contents:
    %% 1. Contents of this directory 
    %% 2. How to use fedlet.war for demo.
    %% 3. How to embed Fedlet into existing application
    %% 4. How to integrate with existing application after Single Sign-on 
    %% 5. How to enable Fedlet to support multiple Identity Providers  
    %% 6. How to enable Identity Provider Discovery service in Fedlet
    %% 7. How to perform Fedlet Attribute Query
    %% 8. How to perform Fedlet XACML Query


%% 1. Contents of this directory 
   This README file provides information on Fedlet ZIP file with pre-configured
   IDP and Fedlet (SP) metadata.
 
   Fedlet.zip 
     |
     |- fedlet.war        Fedlet WAR file. This is a ready-to-deploy WAR 
     |                    to show the Fedlet features.
     |
     |- README            This README file. The file shows how to use Fedlet.


%% 2. How to use fedlet.war for demo 
     The fedlet.war contains all necessay bits for Fedlet to acting as a 
     light-weighted SAMLv2 Service provider. It also provides convenient ways 
     to setup and validate Fedlet deployment. 

     After deploying fedlet.war into your web container, try access the 
     Fedlet(SP) index.jsp page to start Fedlet setup, e.g.
         <SP_PROTOCOL>://<SP_HOST>:<SP_PORT>/<SP_DEPLOY_URI>/index.jsp

     If this is the first time the page is accessed, it will show that the 
     Fedlet home directory is not configured yet, and a link will be provided 
     for you to create the configuration automatically. After done, you will 
     be shown links to start Fedlet(SP) and IDP initiated Single Sign-on. 
     Click the link, you will be redirected to IDP for login, then Single 
     Sign-on to Fedlet(SP). Upon successful completion, a Fedlet(SP) side JSP 
     will be presented to show the SSO Response, Assertion and 
     AttributeStatement if any.

     
%% 3. How to embed Fedlet into your existing application WAR
  a) Extract the fedlet.war into a temporal directory. 
  b) Copy files inside "conf" directory to a sub directory named "fedlet" 
     under your web container running user's home directory (pointed by
     JVM property "user.home"). For example, assume running user's home 
     directory is "/home/webservd":
         % mkdir /home/webservd/fedlet 
         % cd conf
         % cp * /home/webservd/fedlet 
     The "fedlet" subdirectory under the web container running user's home 
     is the default location for Fedlet to read its metadata, COT and 
     configuration properties. To change this default directory, set the 
     value of a JVM run-time property "com.sun.identity.fedlet.home" to the 
     desired location.  For example:  
         -Dcom.sun.identity.fedlet.home=/export/fedlet/conf 
     this will tell Fedlet to read metadata/COT/configuration files from 
     "/export/fedlet/conf" directory instead.
  c) Copy all other files to your application WAR staging directory, overlay 
     them with your existing application WAR structure.
     Optionally you could remove index.jsp, fedletEncode.jsp and "conf" 
     directory from the temporal directory created in step a) before copying. 
  d) Create the application WAR and redeploy in your web container. 


%% 4. How to integrate with existing application after Single Sign-on
     There is a sample Fedlet application, fedletSampleApp.jsp, bundled 
     with fedlet.war. The fedletSampleApp.jsp first invokes a util method 
     to complete SAMLv2 protocol processing. A map containing various data, 
     including Response/Assertion/Attributes, is returned to caller for further
     processing. The fedletSampleApp.jsp also provides some sample code on 
     how to retrieve data from the returned map. 
     You could either modify fedletSampleApp.jsp to add your application
     specific logic or replace fedletSampleApp.jsp with your own servlet/jsp.
     To replace fedletSampleApp.jsp with new servlet/JSP:
     1. Modify web.xml to set servlet and servlet-mapping for your new servlet
        or JSP. You must map your new servlet/JSP to the url-pattern 
        "/fedletapplication" since it is the URI set in the Fedlet metadata 
        (the assertion consumer URL). For example:
            <servlet>
                <servlet-name>yourapplication</servlet-name>
                <jsp-file>/Your-Application.jsp</jsp-file>
            </servlet>
            <servlet-mapping>
                <servlet-name>yourapplication</servlet-name>
                <url-pattern>/fedletapplication</url-pattern>
            </servlet-mapping> 
     2. Copy following code from fedletSampleApp.jsp to your
        application processing code with proper import statement:
Map map;
try {
    // invoke the Fedlet processing logic. this will do all the
    // necessary processing conforming to SAMLv2 specifications,
    // such as XML signature validation, Audience and Recipient
    // validation etc.
    map = SPACSUtils.processResponseForFedlet(request, response);
} catch (SAML2Exception sme) {
    response.sendError(response.SC_INTERNAL_SERVER_ERROR, sme.getMessage());
    return;
} catch (IOException ioe) {
    response.sendError(response.SC_INTERNAL_SERVER_ERROR, ioe.getMessage());
    return;
} catch (SessionException se) {
    response.sendError(response.SC_INTERNAL_SERVER_ERROR, se.getMessage());
    return;
} catch (ServletException se) {
    response.sendError(response.SC_BAD_REQUEST, se.getMessage());
    return;
}
        After obtaining the returned "map" object, you could follow the sample
        code to retrieve data needed for your business logics.


%% 5. How to enable Fedlet to support multiple Identity Providers  
    To configure second Identity Provider with this Fedlet:
    a) Get the standard metadata XML file for the new Identity Provider, name 
       the XML file as "idp2.xml" and copy it to the Fedlet home directory.
    b) Decide on the circle-of-trust (COT) the new Identity Provider would 
       belong. This IDP could be added to an existing COT (e.g. "saml2cot") or
       a brand new COT. 
       ** To add the Identity Provider to an existing COT, edit the 
          corresponding COT file (e.g. "fedlet.cot") under your Fedlet home 
          directory, and append the new IDP entity ID (pointed by the 
          "entityID" attribute in the "idp2.xml" metadata file) to the 
          value of "sun-fm-trusted-providers" attribute using "," as separator.
       ** To add to a new circle-of-trust:
          -- create a new file named "fedlet2.cot" and put it under the Fedlet 
             home directory. Use the existing fedlet.cot as a template, but
             change the value of attribute "cot-name" to the actual name of 
             the new COT (e.g. "cot2"), and include both the new IDP entity ID 
             and the Fedlet entity ID as value for "sun-fm-trusted-providers"
             attribute (two entity IDs separated by ",").
          -- edit the sp-extended.xml file, add the new COT name to the value
             of "cotlist" attribute, e.g.
             <Attribute name="cotlist">
                 <Value>saml2cot</Value>
                 <Value>cot2</Value>
             </Attribute>
    c) Create a new "idp2-extended.xml" file as the extended metadata for the
       new Identity Provider. Use the existing idp-extended.xml as a template
       but change the "entityID" to the new IDP entity ID, change the value for
       "cotlist" attribute to the COT name if a new COT is created for the IDP.
       Note : make sure the second IDP is a remote IDP by setting the "hosted" 
       attribute in the EntityConfig element to "false".
    d) Send the Fedlet metadata XML file (i.e. "sp.xml" under your Fedlet home)
       to the second IDP, import the metadata in the remote IDP and add it to 
       the same circle-of-trust as the IDP. 
    Repeat the same steps for the third, fourth, ... and [x]th IDP, use 
    idpx.xml/idpx-extended.xml/fedletx.cot as standard meta/extended meta/COT
    name for the new IDP. Restart your Fedlet web container to make the change
    effective.
    Now accessing the index.jsp again, it will prompt you with a list of IDPs
    the Fedlet trusted. You could choose any of the IDP and perform Single
    sign-on.

%% 6. How to enable Identity Provider Discovery service in Fedlet
    When Fedlet is setup with multiple Identity Providers in a COT, it could be 
    configured to use IDP Discovery service to find out the preferred IDP.

    You need to have the Identity Provider Discovery service set up before
    performing following steps. If you installed the OpenSSO WAR, the 
    IDP discovery service is bundled in the products already. Or you could
    follow the document to create a separate WAR for the IDP discovery 
    service  using the OpenSSO WAR. Please refer to the OpenSSO
    document set on how to setup and use the Identity Provider
    Discovery service. After set up the IDP discovery service, have the
    reader service URL (URL to find out preferred IDP) and writer service
    URL (URL to write the preferred IDP) ready, they are needed in step
    a) and c) below. If you are using OpenSSO server instance
    or the IDP discovery only WAR instance, the reader service URL is:
    <protocol>://<host>:<port>/<deploy_uri>/saml2reader  
    (e.g :  http://discovery.common.com/opensso/saml2reader)
    the writer service URL is :
    <protocol>://<host>:<port>/<deploy_uri>/saml2writer
    (e.g :  http://discovery.common.com/opensso/saml2writer)

    To setup IDP discovery in the Fedlet:
    a) edit the COT file (e.g. "fedlet.cot"), and set the value for attribute 
       "sun-fm-saml2-readerservice-url" to the SAML2 reader service URL 
       (e.g. http://discovery.common.com/opensso/saml2reader), set the value 
       for attribute "sun-fm-saml2-writerservice-url" to the SAML2 writer 
       service URL (e.g. http://discovery.common.com/opensso/saml2writer).
    b) Restart your Fedlet web container to make the change to be effective. 
    c) Setup IDP discovery on each of your IDPs. If your IDP is an OpenSSO
       server instance, need to goto console, find the COT for
       the IDP and Fedlet, and specify the SAML2 reader service URL and
       SAML2 writer service URL. 
    d) Access the Fedlet index.jsp page, you will be presented with IDP 
       selection page. Don't click the "use IDP discovery service ..."
       link yet, as your preferred IDP has not been set yet. Choose one
       of the IDPs, and complete the Single Sign-on process. The preferred IDP
       is set right now by the IDP discovery service.
    c) Access the Fedlet index.jsp page again, and choose the
       "use IDP discovery service to find out preferred IDP" link.
       You will be redirected to the IDP discovery service to find out
       the preferred IDP and send back to Fedlet side with the chosen
       IDP to start the Fedlet initiated single sign-on.

%% 7. How to perform Fedlet Attribute Query:

      I.  Signing
      II. Signing and Encryption
     III. Testing

I. Signing
==========

      Step 1)
      Following steps need to be performed on hosted IDP:

      a) When creating the IDP entity metadata, make sure that you specify that
         particular entity with Attribute Authority role. Also the reponse from
         Attribute Authority needs to be signed. Enable signing for Attribute
         Authority role.
      b) Specify the list of attributes to be fetched in the Attribute Map
	 IDP Entity -> Assertion Processing -> Attribute Map
	 ex : CommonName=cn
	      GiveName=sn
	      UserStatus=inetUserStatus
      c) Create the Fedlet.

      Step 2)
      Following steps need to be performed on Fedlet side:

      a) Deploy fedlet.war and configure the fedlet

      b) The Attribute Query needs to be signed. Please follow the below
	 link on creating a KeyStore, importing the certificate. 
	   http://wikis.sun.com/display/OpenSSO/Enabling+XML+Signing+and+Decryption+in+the+OpenSSO+Java+Fedlet
	 
	 Add the certificate to the "RoleDescriptor" element as shown below
	 inside "sp.xml".

         <RoleDescriptor xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
	  xmlns:query="urn:oasis:names:tc:SAML:metadata:ext:query" 
	  xsi:type="query:AttributeQueryDescriptorType" 
	  protocolSupportEnumeration= "urn:oasis:names:tc:SAML:2.0:protocol">
	      <KeyDescriptor use="signing">
	      <ds:KeyInfo xmlns:ds="http://www.w3.org/2000/09/xmldsig#">
	      <ds:X509Data>
	      <ds:X509Certificate>
		--certificate--
              </ds:X509Certificate>
              </ds:X509Data>
              </ds:KeyInfo>
              </KeyDescriptor>
         </RoleDescriptor>

      c) In the "sp-extended.xml", specify the correct value for
         "signingCertAlias" inside the AttributeQueryConfig element as follows:
             <Attribute name="signingCertAlias">
                 <Value>test</Value>
             </Attribute>

      d) Goto Step (1) i.e to Hosted IDP side

      e) Delete existing fedlet metadata and obtain the standard metadata 
	 from Fedlet(i.e sp.xml) and import the same.

II. Signing and Encryption
==========================

     Step 1)
      Following steps need to be performed on hosted IDP:

      a) When creating the IDP entity metadata, make sure that you specify that
         particular entity with Attribute Authority role. Also the response from
         Attribute Authority needs to be signed. Enable signing for Attribute 
         Authority role. Enable encryption for the IDP Attribute Authority 
         entity.
      b) Specify the list of attributes to be fetched in the Attribute Map
	 IDP Entity -> Assertion Processing -> Attribute Map
	 ex : CommonName=cn
	      GiveName=sn
	      UserStatus=inetUserStatus
      c) Specify the Attribute Authority Mapper.
	  IDP Entity -> Attribute Authority -> Subject Data Store 
          Specify the Attribute name which contains X.509 Subject DN.
      d) Create the Fedlet.


     Step 2)
     Following steps need to be performed on hosted SP:

      a) Deploy fedlet.war and configure the fedlet

      b) For signing and encryption follow the below link:
	   http://wikis.sun.com/display/OpenSSO/Enabling+XML+Signing+and+Decryption+in+the+OpenSSO+Java+Fedlet

	 Add the certificate to the "RoleDescriptor" element as shown below
	 inside "sp.xml".

         <RoleDescriptor xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" 
	  xmlns:query="urn:oasis:names:tc:SAML:metadata:ext:query" 
	  xsi:type="query:AttributeQueryDescriptorType" 
	  protocolSupportEnumeration= "urn:oasis:names:tc:SAML:2.0:protocol">
	      <KeyDescriptor use="signing">
	        <ds:KeyInfo xmlns:ds="http://www.w3.org/2000/09/xmldsig#">
	          <ds:X509Data>
	             <ds:X509Certificate>
		        --certificate--
                     </ds:X509Certificate>
                   </ds:X509Data>
                </ds:KeyInfo>
              </KeyDescriptor>
	      <KeyDescriptor use="encryption">
		<ds:KeyInfo xmlns:ds="http://www.w3.org/2000/09/xmldsig#">
		   <ds:X509Data>
		      <ds:X509Certificate>
			 --certificate--
		      </ds:X509Certificate>
		   </ds:X509Data>
		</ds:KeyInfo>
		<EncryptionMethod Algorithm="http://www.w3.org/2001/04/xmlenc#aes128-cbc">
		    <xenc:KeySize xmlns:xenc="http://www.w3.org/2001/04/xmlenc#">128</xenc:KeySize>
                </EncryptionMethod>
              </KeyDescriptor>
         </RoleDescriptor>
     
      c) In the "sp-extended.xml", specify the correct value for
         "encryptionCertAlias". If you want Assertion to be encrypted by IDP, 
         the NameID from Fedlet needs to be encrypted. Please specify the 
         value of "true" to the attribute "wantNameIDEncrypted" in 
         AttributeQueryConfig element as follows:
             <Attribute name="encryptionCertAlias">
                 <Value>test</Value>
             </Attribute>
             <Attribute name="wantNameIDEncrypted">
                 <Value>true</Value>
             </Attribute>

      d) Goto Step (1) i.e to Hosted IDP side

      e) Delete existing fedlet metadata and obtain the standard metadata 
	 from Fedlet(i.e sp.xml) and import the same.

III. Testing:
===========
Two JSP files are bundled along inside fedlet.war. fedletAttrQuery.jsp and
fedletAttrResp.jsp
a) fedletAttrQuery.jsp:
   Gets the list of attributes from the form whose values needs to be 
   fetched from IDP. Please make sure you define the correct mapping in the IDP.

b) fedletAttrResp.jsp
   Retrieves the attribute names from the previous jsp and invokes the 
   below method to get the attribute values and display the same. 
   
       Map attrMap = AttributeQueryUtil.getAttributeMapForFedlet(
                                                      spEntityID, 
                                                      idpEntityID, 
                                                      newNameIDValue, 
                                                      attrsList,
                                                      attrQueryProfile ,
                                                      subjectDN);
c) Select either the "Default" or "X.509" profile. If "X.509" profile is
   selected, specify the right value for the "X.509 Subject DN".

%% 8. How to perform Fedlet XACML Query

      I.  General Information
      II.  Signing
      III. Encryption
      IV. Testing

I.  General Information
======================
Following steps are common for all the scenarios (including Signing and 
Encryption). Unlike Fedlet Attribute Query which required query signing 
to be done on the Fedlet side, no such requirement is there for Fedlet 
XACML Query. Signing and Encryption are optional.

      Step 1)
        Following steps need to be performed on hosted IDP:

          a) When creating the IDP entity metadata, make sure that you specify that
             particular entity with XACML PDP role. 
          b) Specify the Request Handler for SAMLv2 SOAP Binding. Log into 
	     the OpenSSO console.
	       Configuration tab -> Global -> SAMLv2 SOAP Binding -> New
               Key = /pdp (This should be the same metaAlias specified while 
                         creating the IDP)
               class = com.sun.identity.xacml.plugins.XACMLAuthzDecisionQueryHandler
               Click the "Save" button.
          c) Create the Fedlet.
          d) Specify the right URL policies for the resources for which the Fedlet 
	     is issuing a XACML query. Right URL policies with right actions 
	     (GET or POST) should be specified for the XACML query to get the 
	     policy decisions for the resoruce.
	       Access Control -> Realm Name -> Policies -> New Policy

      Step 2)
         Following steps need to be performed on Fedlet side:

           a) Deploy fedlet.war and configure the fedlet
           b) If Signing or Encryption is enabled, please make sure when you
              create PDP on IDP, signing cert or encryption cert should have a
	      valid value. Also the updated Fedlet metadata is loaded on IDP
	      side.
           c) If Signing and Encryption are not enabled, skip to Step IV.

II. Signing
==========
      Please follow the below link on creating a KeyStore, importing the certificate.
	   http://wikis.sun.com/display/OpenSSO/Enabling+XML+Signing+and+Decryption+in+the+OpenSSO+Java+Fedlet
	 
         Add the certificate to the "XACMLAuthzDecisionQueryDescriptor" 
         element as shown below inside "sp.xml".

         <XACMLAuthzDecisionQueryDescriptor WantAssertionsSigned="false" protocolSupportEnumeration="urn:oasis:names:tc:SAML:2.0:protocol">
	   <KeyDescriptor use="signing">
	      <ds:KeyInfo xmlns:ds="http://www.w3.org/2000/09/xmldsig#">
	        <ds:X509Data>
	           <ds:X509Certificate>
		      --certificate--
                   </ds:X509Certificate>
                 </ds:X509Data>
                </ds:KeyInfo>
            </KeyDescriptor>
         </XACMLAuthzDecisionQueryDescriptor>


   a) In the "sp-extended.xml", specify the correct value for
         "signingCertAlias" inside the XACMLAuthzDecisionQueryConfig element as 
         follows:
             <Attribute name="signingCertAlias">
                 <Value>test</Value>
             </Attribute>

    b) If Fedlet wants have the Authorization Decision Response signed, it 
       will specify the following.
       
       1) On the Fedlet side, specify the value for 
          "wantXACMLAuthzDecisionResponseSigned" inside the 
          XACMLAuthzDecisionQueryConfig as shown below:

             <Attribute name="wantXACMLAuthzDecisionResponseSigned">
                 <Value>true</Value>
             </Attribute>

    c) Goto to Hosted IDP side

    d) If IDP wants the XACML Query signed, it will enable the below
      property on the XACML PDP tab for the IDP Entity
	  Authorization Decision Query Signed

    e) Specify the below value for the attribute 
       "wantXACMLAuthzDecisionQuerySigned" in "idp-extended.xml" on the Fedlet
       side for this change to happen.
             <Attribute name="wantXACMLAuthzDecisionQuerySigned">
                 <Value>true</Value>
             </Attribute>

    f) Delete existing fedlet metadata and obtain the standard metadata 
	 from Fedlet(i.e sp.xml) and import the same.

    g) If Authorization Decision Response Signed is required (Step b), click 
       on the XACML PEP entity that was added. Enable the attribute 
       "Authorization Decision Response Signed".

III. Encryption
===============

      In addition to above section, the Fedlet might want to get the Assertion
      from IDP to be encrypted. It will do the following.
      
      a) Enable the following in "sp-extended.xml" inside 
         XACMLAuthzDecisionQueryConfig element.
           <Attribute name="wantAssertionEncrypted">
		<Value>true</Value>
           </Attribute>

      b) For signing and encryption follow the below link:
	   http://wikis.sun.com/display/OpenSSO/Enabling+XML+Signing+and+Decryption+in+the+OpenSSO+Java+Fedlet

         Add the certificate to the "XACMLAuthzDecisionQueryDescriptor" 
         element as shown below inside "sp.xml".

         <XACMLAuthzDecisionQueryDescriptor WantAssertionsSigned="false" protocolSupportEnumeration="urn:oasis:names:tc:SAML:2.0:protocol">
	   <KeyDescriptor use="signing">
	      <KeyDescriptor use="signing">
	        <ds:KeyInfo xmlns:ds="http://www.w3.org/2000/09/xmldsig#">
	          <ds:X509Data>
	             <ds:X509Certificate>
		        --certificate--
                     </ds:X509Certificate>
                   </ds:X509Data>
                </ds:KeyInfo>
              </KeyDescriptor>
	      <KeyDescriptor use="encryption">
		<ds:KeyInfo xmlns:ds="http://www.w3.org/2000/09/xmldsig#">
		   <ds:X509Data>
		      <ds:X509Certificate>
			 --certificate--
		      </ds:X509Certificate>
		   </ds:X509Data>
		</ds:KeyInfo>
		<EncryptionMethod Algorithm="http://www.w3.org/2001/04/xmlenc#aes128-cbc">
		    <xenc:KeySize xmlns:xenc="http://www.w3.org/2001/04/xmlenc#">128</xenc:KeySize>
                </EncryptionMethod>
              </KeyDescriptor>
         </XACMLAuthzDecisionQueryDescriptor>
     
      c) In the "sp-extended.xml", specify the correct value for
         "encryptionCertAlias". 
             <Attribute name="encryptionCertAlias">
                 <Value>test</Value>
             </Attribute>

      d) Goto to Hosted IDP side

      e) Delete existing fedlet metadata and obtain the standard metadata 
	 from Fedlet(i.e sp.xml) and import the same.

      f) Click on the XACML PEP entity that was added. Enable the attribute 
         "Assertion Encrypted".

IV. Testing:
===========
Two JSP files are bundled along inside fedlet.war. fedletXACMLQuery.jsp and
fedletXACMLResp.jsp

a) fedletXACMLQuery.jsp:
   Prompts the user to enter the Resource URL, Action (GET or POST).  Fedlet 
   then passes this information along with other parameters (pepEntityID, 
   pdpEntityID, NameID) to fedletXACMLResp.jsp

b) fedletXACMLResp.jsp
   Retrieves the Resource URL from the previous jsp and invokes the 
   below method to get the policy decision for the Resource URL and display the 
   same. The decision can be either "Permit" (if the right policy decision is 
   provided", else "Deny" (if no policy is found) or "Indeterminate" 
   (if the user session has expired).
   
       String policy_decision = XACMLQueryUtil.getPolicyDecisionForFedlet(
						      request,
                                                      pepEntityID, 
                                                      pdpEntityID, 
                                                      nameIDValue, 
                                                      serviceName, 
                                                      resource,
                                                      action);
