File: vfoafssl.xml

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<?xml version="1.0" encoding="ISO-8859-1"?>
<!--
 -
 -  This file is part of the OpenLink Software Virtuoso Open-Source (VOS)
 -  project.
 -
 -  Copyright (C) 1998-2018 OpenLink Software
 -
 -  This project is free software; you can redistribute it and/or modify it
 -  under the terms of the GNU General Public License as published by the
 -  Free Software Foundation; only version 2 of the License, dated June 1991.
 -
 -  This program is distributed in the hope that it will be useful, but
 -  WITHOUT ANY WARRANTY; without even the implied warranty of
 -  MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the GNU
 -  General Public License for more details.
 -
 -  You should have received a copy of the GNU General Public License along
 -  with this program; if not, write to the Free Software Foundation, Inc.,
 -  51 Franklin St, Fifth Floor, Boston, MA 02110-1301 USA
 -
 -
-->

<sect1 id="vfoafssl"><title>WebID Protocol Support</title>
  <para>WebID Protocol is an authentication and authorization protocol that links a "Web ID" or
"<ulink url="http://virtuoso.openlinksw.com/dataspace/dav/wiki/Main/GetAPersonalURIIn5MinutesOrLess">Personal URI</ulink>"
to a public key to create a global, decentralized, distributed, and secure authentication system that
functions with existing browsers.</para>
  <para>WebID Protocol uses PKI standards - usually thought of as hierarchical trust management tools -
<ulink url="http://blogs.sun.com/bblfish/entry/foaf_ssl_pki_and_the">in a decentralized web-of-trust way</ulink>.
The web of trust is built using semantic web vocabularies (particularly <ulink url="http://www.foaf-project.org/">FOAF</ulink>) published in RESTful manner to
form Linked Data.</para>
  <para>Based on well known existing standards, WebID Protocol is currently in development, and is being discussed
on the <ulink url="http://lists.foaf-project.org/mailman/listinfo/foaf-protocols">FOAF protocols mailing list</ulink>.</para>
  <para>For the most recent description of the protocol, read the one-page
"<ulink url="http://blogs.sun.com/bblfish/entry/foaf_ssl_adding_security_to">WebID Protocol: Adding Security to
Open Distributed Social Networks</ulink>". For a more detailed explanation of how the authentication works,
see "<ulink url="http://blogs.sun.com/bblfish/entry/more_on_authorization_in_foaf">WebID Protocol: Creating a Web of Trust without Key Signing Parties</ulink>".</para>
  <para>Automatic discovery of interpersonal trust relationships enables automatic application of appropriate
permissions.</para>
  <para>In other words, data owners can set fuzzy permissions like "only let my friends see this" or "only
let my family edit this." Applications can discover the relationships between the data owner and the data
requester/user, and permit (or disallow) any attempted actions, without needing the data owner to explicitly
set permissions for each potential user.</para>
  <para>One example might be a parent setting permissions on a photo gallery, to permit viewing only by
"immediate family". The parent need not list each and every such relative specifically for this
application - and need not add new permissions for a new family member (whether by marriage, birth, or
otherwise), though they do need to be added to the owner's FOAF. When a new user comes and asks to see
the pictures, the gallery application would check the relationships declared by each person (the owner
and the visitor), and if they matched up (in other words, the visitor could not get in simply by claiming
a family relationship; the relationship must be confirmed by the owner's FOAF data), the pictures would
be shown.</para>
  <sect2 id="vfoafsslx509"><title>x.509 certificate</title>
  <para>The WebID Protocol consumer needs an x509 certificate with v3 extension "Subject Alternate Name". This
attribute is used for the owner's Web ID. For testing purposes we used OpenSSL demo CA to generate such
certificates. If you are not using the OpenSSL demo CA, you must first setup a self-signed CA; read
OpenSSL documents on how to do this.</para>
<orderedlist>
  <listitem>Add the following line to the [usr_cert] section of the openssl.cnf file:
<programlisting><![CDATA[
subjectAltName=$ENV::ALTNAME
]]></programlisting>
</listitem>
  <listitem>Set the environment variable ALTNAME to the owner's Web ID, e.g.,
<programlisting><![CDATA[
export ALTNAME=URI:http://example.com/dataspace/person/myname#this
]]></programlisting>
</listitem>
  <listitem>Make a self-signed certificate, e.g.,
<programlisting><![CDATA[
$ CA.pl -newreq (follow the dialog)
$ CA.pl -sign
]]></programlisting>
</listitem>
  <listitem>When asked to commit the certificate, make sure you see several lines above, like:
<programlisting><![CDATA[
 X509v3 Subject Alternative Name:
                URI:http://example.com/dataspace/person/myname#this
]]></programlisting>
</listitem>
  <listitem>If your browser wants a PKCS#12 bundle, you must make one:
<programlisting><![CDATA[
$ openssl pkcs12 -export -in newcert.pem -inkey newkey.pem -out mycert.p12
]]></programlisting>
</listitem>
  <listitem>Rename newcert.pem and newkey.pem, to mycert.pem and mykey.pem for example.
The PEM format of the certificate will be needed below.</listitem>
</orderedlist>
  </sect2>
  <sect2 id="vfoafsslsethttps"><title>Setting up Virtuoso HTTPS</title>
  <para>To enable the HTTPS listener, you will need another certificate. Existing certificates may not
have Subject Alternate Name, so you may want to generate one as in the previous section.</para>
<orderedlist>
  <listitem>The next step is to move newcert.pem, newkey.pem, and cacert.pem into the server's
working directory. In our test case, we put the keys in a 'keys' sub-directory, and added the following
lines to the [HTTPServer] section of the Virtuoso INI file, virtuoso.ini:
<programlisting><![CDATA[
SSLPort                     = 4443
SSLCertificate              = ./keys/localhost.cert.pem
SSLPrivateKey               = ./keys/localhost.key.pem
X509ClientVerifyCAFile      = ./keys/localhost.ca.pem
X509ClientVerify            = 1
X509ClientVerifyDepth       = 15
]]></programlisting>
</listitem>
  <listitem>Also in the Virtuoso INI file, in the [URIQA] section, DefaultHost (localhost:8890 below)
must be edited to correspond to the DNS-resolvable host name ("CNAME") of the Virtuoso host, combined
with the ServerPort as set in the [HTTPServer] section of the same INI file.
<programlisting><![CDATA[
[URIQA]
DynamicLocal = 1
DefaultHost  = localhost:8890
]]></programlisting>
  <para>For instance, if the CNAME of the host is virtuoso.example.com, and the ServerPort is 4321,
the DefaultHost should be set to virtuoso.example.com:4321</para>
<programlisting><![CDATA[
[URIQA]
DynamicLocal = 1
DefaultHost  = virtuoso.example.com:4321
]]></programlisting>
</listitem>
  <listitem>Start the Virtuoso server, and look at the log file. Once HTTPS is up, you should see
something like:
<programlisting><![CDATA[
HTTPS Using X509 Client CA ....
HTTPS/X509 server online at 4443
]]></programlisting>
</listitem>
</orderedlist>
  </sect2>
  <sect2 id="vfoafsslff"><title>Setting Up Firefox</title>
<orderedlist>
   <listitem>
     <figure id="foafssl1" float="1">
       <title>Setting Up Firefox</title>
       <graphic fileref="ui/foafssl1.png"/>
     </figure>
</listitem>
   <listitem>Click the "Add exception" button and enter the address of the HTTPS server you've just
configured, i.e., https://virtuoso.example.com:4443/</listitem>
   <listitem>Click OK, and confirm the exception.
     <figure id="foafssl2" float="1">
       <title>Setting Up Firefox</title>
       <graphic fileref="ui/foafssl2.png"/>
     </figure>
</listitem>
   <listitem>Click to the "Your Certificates" tab, and import mycert.p12.</listitem>
</orderedlist>
  </sect2>
  <sect2 id="vfoafsslconf"><title>Configuring ODS Account to use WebID Protocol</title>
<orderedlist>
  <listitem>Log in to your ODS account, and edit your profile. </listitem>
  <listitem>Click to the Security Tab, and scroll to the bottom, where you will
find the X.509 certificate entry area. </listitem>
  <listitem>Copy and paste the PEM format of the certificate (i.e., the content of mykey.pem,
from earlier). </listitem>
  <listitem>Press "Save Certificate" button, and you are set.</listitem>
</orderedlist>
  </sect2>
  <sect2 id="vfoafssltst"><title>Testing the setup</title>
    <para>To test, we recommend <ulink url="http://www.mozilla.com/firefox/">Firefox</ulink> v3 with the
<ulink url="https://addons.mozilla.org/en-US/firefox/addon/5596">Tabulator extension</ulink>. Firefox must
be set to ask for RDF, as instructed in the <ulink url="http://dig.csail.mit.edu/2007/tab/">Tabulator documentation</ulink>.
    </para>
<orderedlist>
   <listitem>Enter an ODS user's URI in the address bar.</listitem>
   <listitem>You should see a protected document's URI. Note that there is no specific "address" data seen:
     <figure id="foafssl3" float="1">
       <title>Testing the setup</title>
       <graphic fileref="ui/foafssl3.png"/>
     </figure>
</listitem>
   <listitem>When clicked, the browser will ask the user to select a certificate (note: certificate details
are erased in the picture below).
     <figure id="foafssl4" float="1">
       <title>Testing the setup</title>
       <graphic fileref="ui/foafssl4.png"/>
     </figure>
</listitem>
   <listitem>Now the protected document includes the private address data alongside the previously visible
public data!
     <figure id="foafssl5" float="1">
       <title>Testing the setup</title>
       <graphic fileref="ui/foafssl5.png"/>
     </figure>
</listitem>
</orderedlist>
  </sect2>
  <sect2 id="vfoafsslacl"><title>WebID Protocol ACLs</title>
    <para>You can <link linkend="sparqloauthendpointfoafssl">set WebID Protocol ACLs</link> from the Virtuoso Authentication Server UI. </para>
  </sect2>
  <sect2 id="sparqloauthendpointfoafsslsparql"><title>SPARQL-WebID based Endpoint</title>
    <para>See details how to <link linkend="sparqloauthendpointfoafssl">create and use a SPARQL-WebID based Endpoint</link>.</para>
  </sect2>
  <sect2 id="vfoafsslcacondt"><title>CA Keys Import using Conductor</title>
  <para>The Virtuoso Conductor allows easy import of user-level CA (Certificate Authority) Keys through
System Admin -&gt; User Accounts -&gt; Edit.</para>
  <para>The dba user (typically) or other users may need CA keys to execute different services.</para>
  <para>For ODS, the dba user must import a certificate with primary key and with name id_rsa. The process
takes the following steps:</para>
<orderedlist>
  <listitem>A signing authority (e.g., RSA Labs) generates a site certificate.</listitem>
  <listitem>The site certificate is used to generate certificates for ODS users.</listitem>
  <listitem>The site certificate is imported with name id_rsa for user dba using the Conductor.
     <figure id="foafssl27" float="1">
       <title>Conductor CA Keys Import</title>
       <graphic fileref="ui/foafssl27.png"/>
     </figure>
</listitem>
  <listitem>As a result, the ODS user certificates can be authenticated against the site certificate.</listitem>
</orderedlist>
  <para>If there is a service that requires a different key, the Conductor can be used to import another
certificate for the relevant user.</para>
  <para>You can use a Key from a global signing authority or produce a self-signed key using the <ulink url="http://s3.amazonaws.com/opldownload/uda/vad-packages/6.1/virtuoso/conductor_dav.vad">Virtuoso Conductor</ulink>.</para>
  <para>Details and more information how to generate the key see in the next section.</para>
  </sect2>
  <sect2 id="vfoafsslst509issuer"><title>Set Up X.509 certificate issuer, HTTPS listener and generate ODS user's certificates</title>
  <para>The following Step-by-Step guide walks you through set up of an X.509 certificate issuer and HTTPS listener, and generation of ODS user certificates.</para>
<orderedlist>
   <listitem>Install <ulink url="http://download.openlinksw.com/packages/5.0/virtuoso/ods_framework_dav.vad">ODS</ulink> and <ulink url="http://s3.amazonaws.com/opldownload/uda/vad-packages/6.1/virtuoso/conductor_dav.vad">Virtuoso Conductor</ulink> VAD packages.
     <figure id="foafssl6" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl6.png"/>
     </figure>
</listitem>
   <listitem>Go to the http://cname:port/identity_manager URL, enter the DBA user credentials in the dialog presented.
     <figure id="foafssl7" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl7.png"/>
     </figure>
</listitem>
   <listitem>Enter the Issuer details and click generate.
     <figure id="foafssl8" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl8.png"/>
     </figure>
</listitem>
   <listitem>Go to Conductor -&gt; Web Application Server -&gt; Virtual Domains &amp; Directories,
and add a new listener.
     <figure id="foafssl9" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl9.png"/>
     </figure>
</listitem>
   <listitem>Edit the new listener, and generate new key.
     <figure id="foafssl10" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl10.png"/>
     </figure>
</listitem>
   <listitem>Go to Packages list and select Configure for ODS Framework.
     <figure id="foafssl11" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl11.png"/>
     </figure>
</listitem>
   <listitem>Select Create New Endpoint.
     <figure id="foafssl12" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl12.png"/>
     </figure>
</listitem>
   <listitem>Enter the home path for ODS, and save.
     <figure id="foafssl13" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl13.png"/>
     </figure>
</listitem>
   <listitem>The new endpoint should now appear in the endpoint list.
     <figure id="foafssl14" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl14.png"/>
     </figure>
</listitem>
   <listitem>Go to the HTTPS site, e.g., https://cname:port/ods; in our example, https://localhost:4433/ods/.
If Firefox is used, it will complain that the certificate is not valid, so we must register the site's
certificate.
     <figure id="foafssl15" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl15.png"/>
     </figure>
</listitem>
   <listitem>In Firefox certificate manager, in Site's certificates, add an exception.
     <figure id="foafssl16" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl16.png"/>
     </figure>
</listitem>
   <listitem>Confirm exception.
     <figure id="foafssl17" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl17.png"/>
     </figure>
</listitem>
   <listitem>Return to ODS site, and register new user.
     <figure id="foafssl18" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl18.png"/>
     </figure>
</listitem>
   <listitem>Edit the user's profile and enter his/her name(s). If this step is skipped, the certificate
will not have a human readable name.
     <figure id="foafssl19" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl19.png"/>
     </figure>
</listitem>
   <listitem>Open the Security tab in the Profile Editor, and generate the client key.
     <figure id="foafssl20" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl20.png"/>
     </figure>
</listitem>
   <listitem>If all is set up correctly, you should see this message. It means Firefox has the private key,
and has obtained a new certificate from the server.
     <figure id="foafssl21" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl21.png"/>
     </figure>
</listitem>
   <listitem>Refresh the Security tab by clicking on same tab.
     <figure id="foafssl22" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl22.png"/>
     </figure>
</listitem>
   <listitem>Select automatic login option, and save.
     <figure id="foafssl23" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl23.png"/>
     </figure>
</listitem>
   <listitem>Log out from ODS and refresh browser to simulate opening the ODS site. The browser will
ask for a certificate; select the one generated in the steps above.
     <figure id="foafssl24" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl24.png"/>
     </figure>
</listitem>
   <listitem>ODS presents your card, and asks to login with certificate. Confirm it.
     <figure id="foafssl25" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl25.png"/>
     </figure>
</listitem>
   <listitem>You should now be logged in to ODS via WebID Protocol.
     <figure id="foafssl26" float="1">
       <title>Setting-Up issuer CA</title>
       <graphic fileref="ui/foafssl26.png"/>
     </figure>
</listitem>
</orderedlist>
  </sect2>
  <sect2 id="vfoafsslsethttpsfoafsll"><title>WebID Protocol ODBC Login</title>
    <para>See details and examples <link linkend="secureodbcx509foafsll">here</link>.</para>
  </sect2>
</sect1>