Annotation of loncom/html/adm/help/tex/Institutional_Integration_Shibboleth.tex, revision 1.4

1.1       raeburn     1: \label{Institutional_Integration_Shibboleth}
                      2: 
                      3: If your institution operates a Shibboleth Identity Provider (IdP) for your
                      4: users, then you can configure a LON-CAPA server to authenticate users by
                      5: running your server as a Shibboleth Service Provider (SP). 
                      6: 
                      7: To configure a LON-CAPA server as a Shibboleth SP you will need to:
                      8: 
                      9: \begin{itemize}
                     10: \item Install Shibboleth packages for your Linux distro, or build/install from source
                     11: \item Modify your Apache configuration to include shib.conf (which will load mod\_shib)
                     12: \item Set shibd to start on boot
                     13: \item Install mod\_ssl and Apache/SSL certificates
                     14: \item Configure your SP to work with your institution's IdP
                     15: \item Add a custom Apache config file to include some PerlVars (for logout etc.)
                     16: \end{itemize}
                     17: 
                     18: Although Shibboleth can be built on any 32 or 64 bit Linux distro on which LON-CAPA is supported,
                     19: official packages are available from http://shibboleth.net for: Red Hat/CentOS 5, 6 and 7,
1.2       raeburn    20: SLES 10 and 11, and openSuSE 12.1, 12.2, and 12.3.
1.1       raeburn    21: In addition, http://www.switch.ch provides a repository from which shibboleth packages
                     22: may be obtained for Ubuntu 12.04 LTS and 14.04 LTS.
                     23: 
                     24: 
                     25: \begin{enumerate}
                     26: 
                     27: \item Install Shibboleth
                     28: 
                     29: See:
                     30: https://wiki.shibboleth.net/confluence/display/SHIB2/NativeSPLinuxInstall
                     31: 
                     32: Shibboleth repos for RPM-based Linux distros can be found at:
                     33: 
                     34: http://download.opensuse.org/repositories/security:/shibboleth/
                     35: 
                     36: Red Hat/CentOS -- add shibboleth.repo to /etc/yum.repos.d
                     37: 
                     38: e.g., CentOS 5
                     39: 
                     40: \begin{verbatim}
                     41: 
                     42: [security_shibboleth]
                     43: name=Shibboleth (CentOS_5)
                     44: type=rpm-md
                     45: baseurl=http://download.opensuse.org/repositories/security:/shibboleth/CentOS_5/
                     46: gpgcheck=1
                     47: gpgkey=http://download.opensuse.org/repositories/security:/shibboleth/CentOS_5/
                     48: repodata/repomd.xml.key
                     49: enabled=1
                     50: \end{verbatim}
                     51: 
                     52: e.g., CentOS 6
                     53: 
                     54: \begin{verbatim}
                     55: 
                     56: [security_shibboleth]
                     57: name=Shibboleth (CentOS_6)
                     58: type=rpm-md
                     59: baseurl=http://download.opensuse.org/repositories/security:/shibboleth/
                     60: CentOS_CentOS-6/
                     61: gpgcheck=1
                     62: gpgkey=http://download.opensuse.org/repositories/security:/shibboleth/
                     63: CentOS_CentOS-6/repodata/repomd.xml.key
                     64: enabled=1
                     65: \end{verbatim}
                     66: 
                     67: Then do:
                     68: \begin{verbatim}
                     69: yum install shibboleth
                     70: \end{verbatim}
                     71: 
                     72: SLES/openSuSE:
                     73: 
                     74: e.g. SLES 11 SP3:
                     75: 
                     76: \begin{verbatim}
                     77: zypper addrepo http://download.opensuse.org/repositories/security:shibboleth/
                     78: SLE_11_SP3/security:shibboleth.repo
                     79: zypper refresh
                     80: zypper install shibboleth
                     81: \end{verbatim}
                     82: 
                     83: e.g. SuSE 12.3
                     84: \begin{verbatim}
                     85: zypper addrepo http://download.opensuse.org/repositories/security:shibboleth/
                     86: openSUSE_12.3/security:shibboleth.repo
                     87: zypper refresh
                     88: zypper install shibboleth
                     89: \end{verbatim}
                     90: 
                     91: e.g., Ubuntu 12.04LTS
                     92: 
                     93: See: https://www.switch.ch/aai/docs/shibboleth/SWITCH/2.5/sp/deployment/?os=ubuntu
                     94: 
                     95: \begin{verbatim}
                     96: sudo apt-get install curl
                     97: sudo curl -k -O http://pkg.switch.ch/switchaai/SWITCHaai-swdistrib.asc
                     98: sudo apt-key add SWITCHaai-swdistrib.asc
                     99: echo 'deb http://pkg.switch.ch/switchaai/ubuntu precise main' | 
                    100: sudo tee /etc/apt/sources.list.d/SWITCHaai-swdistrib.list $>$ /dev/null
                    101: sudo apt-get update
                    102: sudo apt-get install shibboleth
                    103: \end{verbatim}
                    104: 
                    105: The following directories will have now been created:
                    106: 
                    107: /etc/shibboleth
                    108: 
                    109: /var/log/shibboleth
                    110: 
                    111: /var/run/shibboleth
                    112: 
                    113: /var/cache/shibboleth
                    114: 
                    115: 
                    116: 
                    117: \item Apache configuration
                    118: 
                    119: Red Hat/CentOS -- httpd.conf should be modified to contain:
                    120: \begin{quotation} 
                    121: \texttt{UseCanonicalName On}
                    122: 
                    123: \texttt{Include conf/shib.conf}
                    124: \end{quotation}
                    125: 
                    126: The Include should precede the line: Include conf/loncapa\_apache.conf
                    127: 
                    128: SLES/SuSE -- modify /etc/apache2/default-server.conf and /etc/sysconfig/apache2
                    129: 
                    130: Modify /etc/sysconfig/apache2 to include:
                    131: \begin{quotation}
                    132: \texttt{APACHE\_USE\_CANONICAL\_NAME=``on''}
                    133: \end{quotation}
                    134: 
                    135: Modify /etc/apache2/default-server.conf to contain:
                    136: \begin{quotation}
                    137: \texttt{Include conf/shib.conf}
                    138: \end{quotation}
                    139: 
                    140: The Include should precede the line: Include conf/loncapa\_apache.conf
                    141: 
                    142: Note: the shib.conf file should include: ShibUseHeaders Off
                    143: so that environment variables can be used to access user attributes, if needed.
                    144: 
                    145: \item Set shibd to start on boot
                    146: \begin{quotation}
                    147: \texttt{/sbin/chkconfig shibd on}
                    148: \end{quotation}
                    149: 
                    150: 
                    151: \item Install mod\_ssl and Apache/SSL certificates
                    152: \begin{enumerate}
                    153: \item Red Hat/CentOS
                    154: \begin{quotation}
                    155: \texttt{yum install mod\_ssl}
                    156: \end{quotation}
                    157: 
                    158: 
                    159: \item SuSE/SLES
                    160: 
                    161: Use yast -$>$ Network Services -$>$ HTTP Server -$>$ Server Modules to set ssl to enabled, and rewrite to enabled
                    162: 
                    163: 
                    164: \item Ubuntu
                    165: 
                    166: \begin{quotation}
                    167: \texttt{sudo a2enmod ssl}
                    168: 
                    169: \texttt{sudo a2enmod rewrite}
                    170: 
                    171: \texttt{sudo a2ensite default-ssl.conf}
                    172: \end{quotation}
                    173: 
                    174: Edit default-ssl.conf
                    175: replace ``DocumentRoot /var/www/html'' with ``DocumentRoot /home/httpd/html''
                    176: \end{enumerate}
                    177: 
                    178: You also need to create an SSL certificate signing request and have it signed by a certificate authority,
                    179: before installing the signed certificate and the corresponding key. Also you will need to open port 443
                    180: in the firewall, and enable rewrites of http to https (see ``Encrypting server traffic with SSL'' 
                    181: \ref{Domain_Configuration_SSL} section for more information).
                    182: 
                    183: \item Configure your SP to work with your institution's IdP
                    184: 
                    185: Before customizing your Shibboleth SP to work with your IdP it is recommended to test the default configuration.
                    186: 
                    187: /usr/sbin/shibd -t should report:
                    188: 
                    189: overall configuration is loadable, check console for non-fatal problems
                    190: 
                    191: After restarting your Apache server, the result of accessing the URL:
                    192:  
                    193: https://$<$yourserver.edu$>$/Shibboleth.sso/Session
                    194: 
                    195: should be: ``A valid session was not found.''
                    196: 
                    197: A Shibboleth SP can also be tested with http://testshib.org/
                    198: 
                    199: Once preliminary testing is complete you will need to edit /etc/shibboleth/shibboleth2.xml 
                    200: based on information provided by your institution, for your SP to work with the appropriate IdP. 
                    201: At a minimum the shibboleth2.xml file will need to contain the service hostname of your LON-CAPA server, 
                    202: and the SP entityID.  You should also set an e-mail address, for users to contact in case of errors.
                    203: 
                    204: e.g.,
                    205: 
                    206: \begin{verbatim}
                    207: 
                    208: <SPConfig xmlns="urn:mace:shibboleth:2.0:native:sp:config"
                    209:     xmlns:conf="urn:mace:shibboleth:2.0:native:sp:config"
                    210:     xmlns:saml="urn:oasis:names:tc:SAML:2.0:assertion"
                    211:     xmlns:samlp="urn:oasis:names:tc:SAML:2.0:protocol"    
                    212:     xmlns:md="urn:oasis:names:tc:SAML:2.0:metadata"
                    213:     logger="syslog.logger" clockSkew="180">
                    214: 
                    215:     <InProcess logger="native.logger"> 
                    216:         <ISAPI normalizeRequest="true" safeHeaderNames="true">
                    217:             <Site id="1" name="yourserver.someplace.edu"/>
                    218:         </ISAPI>
                    219:     </InProcess>
                    220: 
                    221:     <Host name="yourserver.someplace.edu">
                    222:         <Path name="secure" authType="shibboleth" requireSession="true"/>
                    223:     </Host>
                    224: 
                    225:     <ApplicationDefaults id="default" policyId="default"
                    226:         entityID="https://yourserver.someplace.edu/shibboleth"
                    227:         REMOTE_USER="eppn persistent-id targeted-id"
                    228:         signing="false" encryption="false">
                    229: 
                    230:         <Sessions lifetime="28800" timeout="3600" checkAddress="false"
                    231:             handlerURL="/Shibboleth.sso" handlerSSL="true"
                    232: 
                    233:         </Sessions>
                    234:  
                    235:         <Errors supportContact="helpdesk@someplace.edu"
                    236:             logoLocation="/shibboleth-sp/logo.jpg"
                    237:             styleSheet="/shibboleth-sp/main.css"/>
                    238:     </ApplicationDefaults>
                    239: </SPConfig>
                    240: 
                    241: \end{verbatim}
                    242: 
                    243: REMOTE\_USER is used to pass on the primary identifier of the authenticated user.  It should be set
                    244: to match an attribute or alias defined in the attribute-map.xml file.  LON-CAPA uses this value
                    245: (\$r-$>$user in the mod\_perl environment) as the username of the user. The user's domain will be
                    246: either the value of the PerlVar lonSSOUserDomain, or if that is undefined, the PerlVar lonDefDomain.
                    247: If the attribute used for REMOTE\_USER is in the form: username@somewhere.edu, and somewhere.edu is
                    248: the ``internet domain'' (i.e., the last item in the colon separated list of entries for your server
                    249: in /home/httpd/lonTabs/hosts.tab), then LON-CAPA will automatically remove the @somewhere.edu, such
                    250: that \$r-$>$user will be just username.
                    251: 
                    252: \item Add a custom Apache config file to include some PerlVars (for logout etc.)
                    253: 
                    254: Add a file to your Apache conf directory named loncapa\_apache\_local$<$dom$>$.conf, where $<$dom$>$ 
                    255: is domain, to include items such as:
                    256: 
                    257: \begin{verbatim}
1.4     ! raeburn   258: PerlSetVar lonSSOUserLogoutHeadFile_<dom>/home/httpd/html/adm/sso_logout_head
        !           259: PerlSetVar lonSSOUserLogoutMessageFile_<dom> /home/httpd/html/adm/sso_logout_body
1.1       raeburn   260: PerlSetVar lonSSOUserUnknownRedirect /adm/sso_failed_login.html
                    261: PerlSetVar lonSSOUserDomain <dom>
                    262: \end{verbatim}
                    263: 
                    264: and add the corresponding files owned by www:www in /home/httpd/html/adm/
                    265: 
                    266: Notes:
                    267: \begin{enumerate}
                    268: \item
1.4     ! raeburn   269: All files will contain HTML mark-up, but the sso\_logout\_head item is a fragment 
1.3       raeburn   270: inserted into the head block of the standard LON-CAPA logout page, and similarly,
1.4     ! raeburn   271: the sso\_logout\_body is a fragment inserted into the body of the page, 
1.3       raeburn   272: whereas the sso\_failed\_login.html file should be a complete HTML document.
                    273: 
                    274: If the name of the PerlVar ends \_$<$dom$>$ then the HTML fragment is only displayed
                    275: to SSO users from that particular domain.  It is possible that a LON-CAPA user from another
                    276: domain might have used SSO authentication on a server in his/her home domain, and then switched
                    277: session to your server, (e.g., for co-author access to an Authoring Space in your domain).
                    278: In that particular case, if you wanted to display custom HTML, you should add a PerlVar with a 
                    279: name ending in \_$<$otherdom$>$. If you include PerlVars for lonSSOUserLogoutHeadFile
                    280: and/or lonSSOUserLogoutMessageFile they will be included for SSO users who use the Logout link
                    281: on your LON-CAPA regardless of the user's domain.
1.1       raeburn   282: 
                    283: \item
                    284: SAML 2 Single Logout (SLO) has limited support starting with IdP's running Shibboleth 2.4.
                    285: The $<$Logout$>$ element is used to enable and configure support for Logout protocols and behavior 
                    286: within the SP, e.g., 
                    287: \begin{verbatim}
                    288: <Logout>SAML2 Local</Logout>
                    289: \end{verbatim}
                    290: to support both local, i.e., for the SP itself (Local), and also in a limited way for the IdP (SAML2).  
                    291: In pre-2.4 Shibboleth2 /etc/shibboleth2.xml LogoutInitiators enable SP-initiated local logout
                    292: e.g.,  https://yourserver/Shibboleth.sso/Logout.
                    293: 
                    294: Depending on the availability of SLO support from your institution's IdP you should craft an appropriate 
1.4     ! raeburn   295: message to include in sso\_logout\_body. If you include a link to the URL for a local logout,
1.1       raeburn   296: you should indicate that access to other web applications using SSO may continue to be available, even
                    297: after logout from the specific SP.  If no local logout is provided, then after logout from LON-CAPA,
                    298: the web browser needs to be quit, to ensure access to LON-CAPA requires re-authentication.
                    299: 
                    300: \item
                    301: If you enable self-creation of SSO-authenticated users, then the sso\_failed\_login.html
                    302: document need not be created.
                    303: 
                    304: Attributes provided to the SP by the IdP are available to LON-CAPA as Environment variables.
                    305: For Shibboleth SSO users, mapping of Shibboleth environment variable names to user data fields 
                    306: can be set so that the appropriate user information is available at account creation time. The
                    307: mapping of variable name to LON-CAPA data name will be set by a domain cordinator using the 
                    308: domain configuration screen for ``Users self-creating accounts''.
                    309: 
                    310: Note: user data for a new user need not come from Environment variables populated by Shibboeth;
                    311: instead it can come from a customized get\_userinfo() routine in /home/httpd/lib/perl/localenroll.pm
                    312: (see Directory Information \ref{Institutional_Integration_Identity_Management} section).
                    313: 
                    314: \end{enumerate}
                    315: 
1.4     ! raeburn   316: e.g., sso\_logout\_body
1.1       raeburn   317: 
                    318: \begin{verbatim}
                    319: 
                    320: <p>
                    321: As your original log-in to LON-CAPA was authenticated by a central Shibboleth 
                    322: Single Sign On service, your Shibboleth credentials are still valid.<br />
                    323: Until you close your web browser, web applications which support Shibboleth 
                    324: Single Sign-on (including LON-CAPA) will not require you to re-enter your 
                    325: username and password</p> 
                    326: <p>
                    327: To expire your active Shibboleth authentication token you must quit your web 
                    328: browser.
                    329: </p>
                    330: 
                    331: \end{verbatim}
                    332: 
                    333: e.g., sso\_failed\_login.html
                    334: 
                    335: \begin{verbatim}
                    336: 
                    337: <!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" 
                    338: "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
                    339: <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en">
                    340: 
                    341: <head>
                    342: <meta http-equiv="Content-Type" content="text/html;charset=utf-8" />
                    343: <title>No LON-CAPA Account</title>
                    344: </head>
                    345: <body bgcolor="#ffffff">
                    346: <p>
                    347: You have authentication using Shibboleth Single Sign On service was 
                    348: successful.<br />
                    349: However, you do not currently have a LON-CAPA account with the username 
                    350: with which you authenticated.<br />
                    351: Policies at your institution do not allow you to create a LON-CAPA account 
                    352: yourself, after successful authentication. 
                    353: Please contact the <a href="/adm/helpdesk">LON-CAPA Helpdesk</a> for your 
                    354: domain.
                    355: </p>
                    356: <p>
                    357: Your Shibboleth credentials are still valid.<br />
                    358: Until you close your web browser, web applications which support Shibboleth 
                    359: Single Sign-on will not require you to re-enter your username and password
                    360: </p>
                    361: <p>
                    362: To expire your active Shibboleth authentication token you must quit your web 
                    363: browser.
                    364: </p>
                    365: </body>
                    366: </html>
                    367: 
                    368: \end{verbatim}
                    369: 
                    370: \end{enumerate}

FreeBSD-CVSweb <freebsd-cvsweb@FreeBSD.org>