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Flowing Identity from a Client to a Service when using RESTful WCF Part 2 – A Solution

September 1, 2008

This post will describe a technique to transparently insert a custom HTTP header into all requests generated by a WCF REST proxy, as well as a technique to extract that HTTP header from the request at the service for the purpose of flowing the digital identity of an authenticated user from a REST client to a REST service. In this case, digital identity is represented by an authorization token, which is just a string. You can read a detailed description of the problem in Part 1 of this post. A complete sample project containing the full source code of the solution is on CodePlex.

The basic idea is to insert a custom action into the WCF message pipeline that will extract a security token representing the identity of the currently logged in user and add the value of that token (just a string) to the outgoing API call (an HTTP request) by way of a custom HTTP header. Once the request is received by the service, a custom action inserted into the receive pipeline checks for the custom header and, upon finding it, de-serializes the identity token and uses the claims contained within it to set an appropriate security context (in this case by setting Thread.CurrentPrincipal).

Setting a Custom HTTP Header – The Easy Way

On the client side, I am making the assumption that a user has been authenticated somehow, is associated with a set of claims, and that a representation of the user along with her claims can be found at Thread.CurrentPrincipal. In anticipation of using Microsoft’s new Zermatt Identity framework, which introduces IClaimsPrincipal and IClaimsIdentity, we implemented our own versions of these interfaces. They will eventually be replaced by the Zermatt types once we start integrating Zermatt into our application. IClaimsPrincipal maintains a reference to IClaimsIdentity, which has a property of type IList<IClaim> that represents all the authorization relevant attributes of a user. Please see this post for a discussion of claims based identity management. The interface IClaim is pretty much just a name value pair.

Adding a custom header to a request is trivial if you add the header in the same scope as the service call made on the proxy. You can just wrap the entire call in an OperationContextScope using statement, and use the Headers property of WebOperationContext.Current:

using (var factory = new WebChannelFactory<imyservice>())
{
  IMyService proxy = factory.CreateChannel();
  using (new OperationContextScope((IClientChannel) proxy))
  {
    WebOperationContext.Current.OutgoingRequest.Headers.Add('x-mycompany-auth',
                                                            'tokenString');
    proxy.DoItToIt();
  }
}

That technique works, and would probably be just fine if you only needed to add the authorization token to a few select calls. However, in our scenario, we want to add the token to *every* call, so wrapping each API call with all that scoping garbage isn’t going to cut it. It’s ugly and about as un-DRY as it gets.

Extending WCF – The Transparent Way

The solution, of course, is to take advantage of the WCF extensibility points available to both the client and the server. We want to choose spots in the messaging pipelines as close to the actual delivery/receipt of the message as possible.That would be the the Message Inspection phase on the client and the Operation Context Initialization phase on the server.

WCF can be made to jump through our hoops by following these steps:

On the client side we need to

1. Define the MessageInspector

2. Create a behavior to register the MessageInspector

3. Install the behavior on the channel factory.

On the service side we need to

4. Define a OperationContextInitializer

5. Create a behavior to register the extension

6. Apply the behavior to the service.

The end result is that Thread.CurrentPrincipal on the service side will always reference an IClaimsPrincipal with the same claims associated with the Thread.CurrentPrincipal on the service consumer, and we can test those claims to authorize access, as demonstrated in

7. Use.

1. The MessageInspector

 public class ClientAuthMessageInspector : IClientMessageInspector
 {
        #region IClientMessageInspector Members

        public object BeforeSendRequest(ref Message request, IClientChannel channel)
        {
            //Get the HttpRequestMessage property from the Message
            var httpRequest =
                request.Properties[HttpRequestMessageProperty.Name] as HttpRequestMessageProperty;

            //Make sure we have a valid property, or create one
            if (httpRequest == null)
            {
                httpRequest = new HttpRequestMessageProperty();
                request.Properties.Add(HttpRequestMessageProperty.Name, httpRequest);
            }

            //Add your token to the header. Simple as that.
            //In real life, we injected an ITokenProvider using an IoC,
            //instead of using static methods directly, but that was
            //overkill for a sample.
            httpRequest.Headers.Add(AuthenticationHelper.AUTH_TOKEN_HEADER_NAME,
                                    AuthenticationHelper.GetAuthTokenForCurrentUser());

            return null;
        }

        public void AfterReceiveReply(ref Message reply, object correlationState)
        {
            //nop
        }

        #endregion
 }

2. The Behavior

public class ClientAuthBehavior : IEndpointBehavior
{
        private readonly ClientAuthMessageInspector _messageInspector;

        public ClientAuthBehavior(ClientAuthMessageInspector messageInspector)
        {
            _messageInspector = messageInspector;
        }

        #region IEndpointBehavior Members

        public void ApplyClientBehavior(ServiceEndpoint endpoint, ClientRuntime clientRuntime)
        {
            //Install the message inspector
            clientRuntime.MessageInspectors.Add(_messageInspector);
        }

        //no-op method implementations elided for clarity.
	//See the sample project for the complete
	//code listing.

        #endregion
}

3. Apply

 private void InitializeChannelFactory()
 {
    _channelFactory = new WebChannelFactory<imonkeyshavingservice>("shavingService");
    _channelFactory.Endpoint.Behaviors.Add(new ClientAuthBehavior());
 }

4. On the Service Side…OperationContextInitializer

 public class ClaimsAuthContextInitializer : ICallContextInitializer
 {
     #region ICallContextInitializer Members
      public Object BeforeInvoke(InstanceContext instanceContext,
                                IClientChannel channel,
                                Message message)
     {
         DetectCurrentUser();
         return null;
     }

     public void AfterInvoke(Object correlationState)
     {
     }
     #endregion

     private static void DetectCurrentUser()
     {
         if (WebOperationContext.Current == null)
             throw new InvalidOperationException("Only HTTP web requests are supported for this version of the API");

          string authToken = WebOperationContext.Current
             .IncomingRequest
             .Headers[AuthenticationHelper.AUTH_TOKEN_HEADER_NAME];

         if (AuthenticationHelper.SetCurrentUserFromAuthToken(authToken) == false)
         {
             WebOperationContext.Current.OutgoingResponse.StatusCode = HttpStatusCode.Forbidden;
                throw new UnauthorizedAccessException(
                 "No authentication token was found in the headers of the current request.");
         }
    }
 }

5. The Behavior

[AttributeUsage(AttributeTargets.Class, AllowMultiple = false)]
    public class ClaimsAuthServiceBehavior : Attribute, IServiceBehavior
    {
        #region IServiceBehavior Members

        public void Validate(ServiceDescription serviceDescription, ServiceHostBase serviceHostBase)
        {
        }

        public void AddBindingParameters(ServiceDescription serviceDescription, ServiceHostBase serviceHostBase,
                                         Collection<serviceendpoint> endpoints,
                                         BindingParameterCollection bindingParameters)
        {
        }

        public void ApplyDispatchBehavior(ServiceDescription serviceDescription, ServiceHostBase serviceHostBase)
        {
            foreach (ChannelDispatcherBase cdb in serviceHostBase.ChannelDispatchers)
            {
                var cd = cdb as ChannelDispatcher;

                if (cd != null)
                {
                    foreach (EndpointDispatcher ed in cd.Endpoints)
                    {

                        foreach (var dispatchOperation in
                            ed.DispatchRuntime.Operations)
                        {
                            dispatchOperation.CallContextInitializers
                                .Add(new ClaimsAuthContextInitializer());
                        }

                    }
                }
            }
        }

        #endregion

6. Apply

 static void Main(string[] args)
 {
      _host = new WebServiceHost(typeof(MonkeyShavingService),
                                 new Uri("http://localhost:8000"));

      _host.Description.Behaviors.Add(new ClaimsAuthServiceBehavior());

       var binding = new WebHttpBinding();
       _host.AddServiceEndpoint(typeof(IMonkeyShavingService), binding, "");

       _host.Open();

       Console.WriteLine("Press any key to exit.");
       Console.ReadKey();
 }

7. Last but not least, Use (this is a sample service method that restricts access to certain users)

 public Monkey PutMonkeyInShaver(Monkey monkey)
 {
      //Only authenticated users can add monkeys to the shaver
      if (CurrentUser == null)
      {
       SetStatusCode(HttpStatusCode.Forbidden,
                     "Only authenticated users can put monkeys in the shaver.");
       return null;
      }

      _monkeys.Add(monkey);
      ShaveMonkey(monkey);
      return monkey;
 }

 private IClaimsPrincipal CurrentUser
 {
     get { return Thread.CurrentPrincipal as IClaimsPrincipal; }
 }

It works, but…

Our ultimate solution does not extend or take advantage of any of the claims based security features built into WCF. While it may be possible to do so, it wasn’t immediately obvious to us how to go about it, so the solution presented here handles authorization out of band from the built in WCF authorization mechanisms.

As you may have guessed, I am NOT a WCF expert. That means that the approach outlined here could very well be a cheap hack for a problem solvable in a much more elegant way. If by some chance you happen across this post and know that to be the case, I’d love to hear your thoughts on the subject :) I wasn’t able to find any guidance during my own research that hinted at a more appropriate approach to solving this problem, but that certainly doesn’t mean one doesn’t exist.

About the Sample Application

The sample application can be downloaded here and includes a complete, end to end REST API implemented in WCF. It includes separate DLL’s to represent the Service, the Contracts, the Client, a Service Host and a Utility DLL that contains shared authentication and authorization code. To get the most from the sample you should run the Service Consumer project, a Windows Forms application that allows you to invoke various operations of the API while impersonating users with various roles. In addition to demonstrating a possible approach to flowing a claims-based security token through a REST API, the sample demonstrates a fully functional, RESTful WCF service, which may be useful to you in its own right.

Here is a screen shot of the sample Windows Forms service client:

What’s Next

In the future I will be enhancing the sample to demonstrate our approach to defining authorization policies that operate against a set of claims using our Simple Expression Evaluator project, currently on CodePlex. This technique will show how a simple but powerful and flexible claims-aware rules engine can easily be constructed using any expression evaluator and a set of claims.

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Flowing Identity from a Client to a Service when using RESTful WCF Part 1 – The Problem

The digital representation (or identity) of users accessing connected applications will be increasingly modeled using the the concept of Claims. If you’re workingimage with SOAP based web services then the problem of how to implement claims based access control into your WCF services is is a fully solved problem. Whether or not you are using the new Zermatt framework or the claims based identity support in the System.IdentityModel namespace there exists plenty of guidance, available on the web and in books, to help you get everything wired together in a predetermined way. If you’re writing a REST API, however, things aren’t so simple.

SOAP vs REST in WCF – who cares? A service is a service, right?

All of the claims based security support in WCF relies on SOAP envelope headers to transmit a user’s claims from the service consumer to the service. This is to be expected, as several WS-* specs play an important role in WCF’s security support. As a result, if you are using a SOAPless WCF binding such as the RESTful WebHttpBinding, the best you can get for free is transport level security. That means you’re pretty much limited to transmitting authentication credentials, such as a username/password pair (via Http Basic Auth) , a Certificate, etc. If you have a security token containing claims you’d like to pass along, such as a SAML token, it isn’t immediately obvious how to flow that token from the service consumer to the service provider.

Hey, SOAP doesn’t have a patent on Envelopes!

In a RESTful API there is no “envelope” inherent in the message payload itself like there is with SOAP messages.  Indeed, when retrieving data from a RESTful service, there is no message payload at all. The entire scope of a GET request is communicated via the URL. Unlike SOAP, however, the transport protocol you will be using with REST is not a configurable, deploy-time variable. REST operates over HTTP by definition, and the HTTP protocol specifies its own message envelope that supports message headers. These are just the standard, everyday HTTP headers you already know and love. Therefore, we decided the best place for a security token to be stashed when working with RESTful WCF was in a custom HTTP header.

Where do you get a security token from in the first place?

Actually, I’m not going to go into how you go about authenticating a user and obtaining a claim-laden security token (usually a signed, encrypted SAML token). Zermatt should be able to help out with this (see this post for how), and there are also inexpensive .NET libraries you can buy that will abstract away the yucky cryptography/SAML aspects of creating and consuming a proper token. You can even leave these details until the Last Responsible Moment if you want, and, like we are doing, stub out the process of building or obtaining a proper interoperable token and temporarily substitute a simple plain text, character-delimited or XML serialized list of claims to getting everything working and tested and then plug in the gory details later in the process when you’ve selected a vendor/platform/framework as your Security Token Service (STS). For more info on building or buying an STS, see here and here.

The problem distilled

So that leaves us with only a single problem: how do we send a custom HTTP Header containing the logged in users security token with each service request without giving up the convenience of runtime-generated proxies via the WebHttpChannelFactory? Ok, there is another (small) part to the problem: how do we read this custom header on the service side of the wire early enough in the WCF lifecycle so we can unpack the embedded claims and make them available to the service implementation for making authorization decisions?

WCF Extensibility to the rescue!

The specifics of the solution, and code samples, will be presented in the next post.

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