TicketDesk 3 Dev Diary – Thoughts on Security

hunts point, the bronx, new yo... by andre dos santosIn this post, I’m brainstorming new approaches to handling security in TicketDesk 3, and reviewing the limitations of TicketDesk 2’s old approach.

Security in  TicketDesk 2:

TicketDesk 2 shipped with support for either active directory, or local security. Local security via the built-in membership providers worked reasonably well for most deployments, but the AD option has always been problematic.

Windows authentication, in conjunction with the WindowsTokenRoleProvider, works well enough for the basic question, “who are you?”, but windows authentication severely limits in the amount of information you can obtain about the user. You get the windows account name and a list of the user’s AD groups –and that’s pretty much all you get.

Some features in TD required more than that. It needed display names and email addresses, and it needed to list all users in some AD groups; information the built-in providers are incapable of obtaining.

To support these requirements, TicketDesk 2 used a complicated background processes for AD concerns. It maintains a local cache of AD data to reduce the number of queries, and moved AD query processing off of the user servicing request threads.

Even with the abstractions in System.DirectoryServices, querying AD is painfully obtuse. In addition, response times for AD queries are often measured in the tens of seconds –even in single domain environments. You can’t reasonably query AD in real-time without bringing the entire application to a standstill. The custom module alleviates these issues, but was a  complete nightmare to code and maintain.

The other significant problem has been the difficulty of extending the old system to support more features, such as custom roles and permissions. This is why TicketDesk still uses hard-coded roles with pre-defined permissions –I simply never had the time or energy to re-factor the AD side of the system.

Security technologies of the present:

I’ve played a bit with the SimpleMembership and Universal Providers, which have replaced the original SqlMembership providers. ASP.NET’s security system is still based on the same provider framework that shipped with .Net 2.0 back in 2005. Sadly, the framework is a fundamentally flawed system, and in need of a complete redesign.

In recent years, there have been two attempts to modernize the ASP.NET providers, but neither really addresses the underlying problems of the core framework itself. Both are just extensions layered on top of the original infrastructure.

Universal Providers are an evolutionary upgrade of the original SQL providers from ASP.NET 2.0. They mainly just move data access into Entity Framework, which allows them to work with any database back-end supported by EF. Otherwise, there isn’t a much of a difference between them.

SimpleMembership was created for ASP.NET WebPages, but has become the officially recommended replacement in MVC projects as well. This is the default security provider in the newer MVC project templates that come with Visual Studio 2012. As I wrote in another post though, this system has some deep design flaws of its own. You almost have to learn how to hack up a customized version of SimpleMembership just to make it useful in any real-world scenario.

The good news is that both SimpleMembership and Universal Providers include oAuth support backed by the popular DotNetOpenAuth libraries. So, while flawed and build on a shaky foundation, at least they have been modernized.

Traditional windows authentication itself has not changed in any significant way, and there have been no official replacements for the windows security providers that I know of. ASP.NET still uses the same windows provider options that shipped in .Net 2.0, all of which are spectacularly terrible.

The major action for Active Directory authentication has been with Active Directory Federation Services. This is an STS token server that exposes AD to clients that support WS-federation. The Windows Identity Foundation (WIF), originally introduced in WCF, was pulled directly into the core of the .Net framework with the 4.5 release. This provides the infrastructure ASP.NET needs to leverage federated authentication and authorization. So, if you setup federation in ASP.NET you can easily connect it to ADFS to authenticate your AD users. Best of all, ADFS can share any information stored in AD.

In Windows Azure land, you have the Access Control Service (ACS), which is also a WS-Federation token service. From ASP.NET, connecting to ACS is similar to connecting to ADFS. The real advantage of ACS is that it can act as an aggregator and proxy for any number of other external authentication sources. For example, you can connect your ACS to your domain’s ADFS service and to oAuth providers.

The new identity features in .NET 4.5 also incorporate claims based identity as a pervasive and normative feature used throughout the entire framework. You don’t have to use WS-federation in order to use claims based identities, since all identities are now claims based.

Ideas for TicketDesk 3:

For TicketDesk 3, I hope to support the following authentication options:

  • local user accounts (forms with user registration)
  • oAuth (sign-in with google, facebook, twitter, etc.)
  • Windows (AD or local system accounts)
  • WS-Federation (ADFS, Azure ACS, etc.)

My challenge is to find a way to bring all these pieces together in TicketDesk 3 in a sane way.

I want TicketDesk’s business logic to make use of claims based identity for its authorization decisions. Since claims are baked in, this seems to be the most sensible way of doing things. The key will be to map all users, regardless of how they are authenticated, to a common set of claims that TicketDesk understands. The business logic can then rely on having those claims attached to every user’s identity.

For authentication, I have little choice but to rely on existing mechanisms. I am not a crypto expert, and have no intention of rolling my own password and user verification code. But, to support multiple authentication sources, I will likely need to roll my own module to intercept user requests, and dynamically route them to the appropriate pre-built authentication mechanism as needed at runtime.

Each of the possible authentication systems will produce a ClaimsIndentity, but the structure and content of those claims varies. Some authentication generates very few usable claims, while others may contain all the claims TicketDesk could ever need. To bridge the gap, TicketDesk will need an identity transformer. This component will map incoming identities, obtained during authentication, to a TicketDesk identity with all the claims TicketDesk needs. Since some claims cannot be obtained during authentication, TicketDesk will need to obtain any missing data from the user, or an administrator, then store and manage that data locally.

As you can tell, this is all in the early conceptual stages. I’m doing a lot of experiments and research, but I’m at the point where I have a good grasp of most of the pieces that I’ll need to smash together.

I have several other projects with similar security requirements, and I’ve grown tired of approaching each new project with the question, “how much hacking will ASP.NET membership need this time?” So, no matter what I come up with, I hope to roll it into a re-usage package.

3 Replies to “TicketDesk 3 Dev Diary – Thoughts on Security”

  1. I am glad I found this site we currently use redmine at work which I personally cannot stand so I have been looking for a free replacement that can give redmine a run for it’s money. Although, I don’t think this is at that point yet I do find your post interesting and feel you’ll get it built into a more robust system while still keeping it reasonable to manage. I am favoriting this site to keep up on the posts

    1. Thanks for the support Scott.

      To be fair though, redmine is more of a multi-project management tool (with a software development project focused design) and is less of a help-desk issue tracker.

      For light-weight project management I like Trello (kanban) or Pivotal tracker. Pivotal is fantastic for stable software development teams, as long as your project can be adapted to their workflow expectations (it is a very good workflow overall). For simple bugtracking though, most of the source code hosting sites (github/bitbucket/codeplex) have decent enough issue trackers built-in.

      Like help-desks, project management systems work best when they are very simple and very easy to use. Even in mid-sized software teams, large systems like Rally or MS Team System don’t seem to work very well… they demand too much time and attention.

      I have never intended TicketDesk to be a software project management application. In my opinion, the requirements for help desks and software projects are just different enough to where both roles cannot be performed very well by the same application.

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