Principal Resolution

Principal resolution converts information in the authentication credential into a security principal that commonly contains additional attributes (i.e. user details such as affiliations, group membership, email, display name). A CAS principal contains a unique identifier by which the authenticated user will be known to all requesting services. A principal also contains optional attributes that may be released to services to support authorization and personalization. Principal resolution is a requisite part of the authentication process that happens after credential authentication.

The attribute retrieval and resolution process that is carried out by principal resolution is discussed here.

Configuration

CAS uses the Person Directory library to provide a flexible principal resolution services against a number of data sources. The key to configuring PersonDirectoryPrincipalResolver is the definition of an PersonAttributeDao object.

The following settings and properties are available from the CAS configuration catalog:

cas.person-directory.principal-transformation.groovy.locationThe location of the resource.
no default
Required

The location of the resource. Resources can be URLs, or files found either on the classpath or outside somewhere in the file system.

In the event the configured resource is a Groovy script, especially if the script is set to reload on changes, you may need to adjust the total number of inotify instances. On Linux, you may need to add the following line to /etc/sysctl.conf: fs.inotify.max_user_instances = 256.

You can check the current value via cat /proc/sys/fs/inotify/max_user_instances.

In situations and scenarios where CAS is able to automatically watch the underlying resource for changes and detect updates and modifications dynamically, you may be able to specify the following setting as either an environment variable or system property with a value of false to disable the resource watcher: org.apereo.cas.util.io.PathWatcherService.

Type
Resource
Default
none
Defined by
GroovyPrincipalTransformationProperties
cas.person-directory.active-attribute-repository-idsActivated attribute repository identifiers that should be used for fetching attributes if attribute resolution is enabled.
*

Activated attribute repository identifiers that should be used for fetching attributes if attribute resolution is enabled. The list here may include identifiers separated by comma.

Type
String
Default
*
Defined by
PersonDirectoryPrincipalResolverProperties
cas.person-directory.attribute-repository-selectionControl the behavior of the attribute repository selection by authentication method or handler.
no default

Control the behavior of the attribute repository selection by authentication method or handler. The map here is keyed by the authentication handler name, and the value is the attribute repository identifiers separated by comma. When the authentication handler is executed, the attribute repositories assigned to this handler will be selected to fetch attributes. Note that the resolution engine will always favor attribute repositories assigned to the service definition, if any and as part of its authentication policy, over this global setting.

Type
Map<String,String>
Default
none
Defined by
PersonDirectoryPrincipalResolverProperties
cas.person-directory.attribute-resolution-enabledWhether attribute repositories should be contacted to fetch person attributes.
undefined
Whether attribute repositories should be contacted to fetch person attributes. Defaults to true if not set. Available values are as follows:
  • TRUE: Constant to represent the true state.
  • FALSE: Constant to represent the false state.
  • UNDEFINED: Constant to represent the undefined state.
Type
TriStateBoolean
Default
undefined
Defined by
PersonDirectoryPrincipalResolverProperties
cas.person-directory.principal-attributeAttribute name to use to indicate the identifier of the principal constructed.
no default

Attribute name to use to indicate the identifier of the principal constructed. If the attribute is blank or has no values, the default principal id will be used determined by the underlying authentication engine. The principal id attribute usually is removed from the collection of attributes collected, though this behavior depends on the schematics of the underlying authentication strategy.

Type
String
Default
none
Defined by
PersonDirectoryPrincipalResolverProperties
cas.person-directory.principal-resolution-conflict-strategyIn the event that the principal resolution engine resolves more than one principal, (especially if such principals in the chain have different identifiers), this setting determines strategy by which the principal id w...
last

In the event that the principal resolution engine resolves more than one principal, (especially if such principals in the chain have different identifiers), this setting determines strategy by which the principal id would be chosen from the chain. Accepted values are: last, first.

Type
String
Default
last
Defined by
PersonDirectoryPrincipalResolverProperties
cas.person-directory.principal-resolution-failure-fatalWhen true, throws an error back indicating that principal resolution has failed and no principal can be found based on the authentication requirements.
undefined
When true, throws an error back indicating that principal resolution has failed and no principal can be found based on the authentication requirements. Otherwise, logs the condition as an error without raising a catastrophic error. Available values are as follows:
  • TRUE: Constant to represent the true state.
  • FALSE: Constant to represent the false state.
  • UNDEFINED: Constant to represent the undefined state.
Type
TriStateBoolean
Default
undefined
Defined by
PersonDirectoryPrincipalResolverProperties
cas.person-directory.principal-transformation.blocking-patternA regular expression that will be used against the username to match for blocking/forbidden values.
no default
SpEL

A regular expression that will be used against the username to match for blocking/forbidden values. If a match is found, an exception will be thrown and principal transformation will fail.

Type
String
Default
none
Defined by
PrincipalTransformationProperties
Supports
Spring Expression Language
cas.person-directory.principal-transformation.case-conversionIndicate whether the principal identifier should be transformed into upper-case, lower-case, etc.
NONE
Indicate whether the principal identifier should be transformed into upper-case, lower-case, etc. Available values are as follows:
  • NONE: No conversion.
  • LOWERCASE: Lowercase conversion.
  • UPPERCASE: Uppercase conversion.
Type
PrincipalTransformationProperties.CaseConversion
Default
NONE
Defined by
PrincipalTransformationProperties
cas.person-directory.principal-transformation.patternA regular expression that will be used against the provided username for username extractions.
no default
SpEL

A regular expression that will be used against the provided username for username extractions. On a successful match, the first matched group in the pattern will be used as the extracted username.

Type
String
Default
none
Defined by
PrincipalTransformationProperties
Supports
Spring Expression Language
cas.person-directory.principal-transformation.prefixPrefix to add to the principal id prior to authentication.
no default
SpEL

Prefix to add to the principal id prior to authentication.

Type
String
Default
none
Defined by
PrincipalTransformationProperties
Supports
Spring Expression Language
cas.person-directory.principal-transformation.suffixSuffix to add to the principal id prior to authentication.
no default
SpEL

Suffix to add to the principal id prior to authentication.

Type
String
Default
none
Defined by
PrincipalTransformationProperties
Supports
Spring Expression Language
cas.person-directory.return-nullReturn a null principal object if no attributes can be found for the principal.
undefined
Return a null principal object if no attributes can be found for the principal. Available values are as follows:
  • TRUE: Constant to represent the true state.
  • FALSE: Constant to represent the false state.
  • UNDEFINED: Constant to represent the undefined state.
Type
TriStateBoolean
Default
undefined
Defined by
PersonDirectoryPrincipalResolverProperties
cas.person-directory.use-existing-principal-idUses an existing principal id that may have already been established in order to run person directory queries.
undefined
Uses an existing principal id that may have already been established in order to run person directory queries. This is generally useful in situations where authentication is delegated to an external identity provider and a principal is first established to then query an attribute source. Available values are as follows:
  • TRUE: Constant to represent the true state.
  • FALSE: Constant to represent the false state.
  • UNDEFINED: Constant to represent the undefined state.
Type
TriStateBoolean
Default
undefined
Defined by
PersonDirectoryPrincipalResolverProperties

Required settings may be needed to activate or affect the feature; review them even when they have a default. Optional settings only need to be set to change a default or to turn on the behavior they control. Third party settings belong to libraries such as Spring Boot that CAS builds on; their own documentation may have more detail.

Groovy scripting

CAS takes advantage of Apache Groovy in forms of either embedded or external scripts that allow one to, by default, dynamically build constructs, attributes, access strategies and a lot more. To activate the functionality described here, you may need to prepare CAS to support and integrate with Apache Groovy.

Please review this guide to configure your build.

Principal transformation

Authentication handlers that generally deal with username-password credentials can be configured to transform the user id prior to executing the authentication sequence. Each authentication strategy in CAS provides settings to properly transform the principal. Refer to the relevant settings for the authentication strategy at hand to learn more.

Authentication handlers as part of principal transformation may also be provided a path to a Groovy script to transform the provided username. The outline of the script may take on the following form:

1
2
3
4
String run(final Object... args) {
    def (providedUsername,logger) = args
    return providedUsername.concat("SomethingElse")
}

To prepare CAS to support and integrate with Apache Groovy, please review this guide.

Notes on configuration

Configuration Metadata

The collection of configuration properties listed in this section are automatically generated from the CAS source and components that contain the actual field definitions, types, descriptions, modules, etc. This metadata may not always be 100% accurate, or could be lacking details and sufficient explanations.

Be Selective

This section is meant as a guide only. Do NOT copy/paste the entire collection of settings into your CAS configuration; rather pick only the properties that you need. Do NOT enable settings unless you are certain of their purpose and do NOT copy settings into your configuration only to keep them as reference. All these ideas lead to upgrade headaches, maintenance nightmares and premature aging.

YAGNI

Note that for nearly ALL use cases, declaring and configuring properties listed here is sufficient. You should NOT have to explicitly massage a CAS XML/Java/etc configuration file to design an authentication handler, create attribute release policies, etc. CAS at runtime will auto-configure all required changes for you. If you are unsure about the meaning of a given CAS setting, do NOT turn it on without hesitation. Review the codebase or better yet, ask questions to clarify the intended behavior.

Naming Convention

Property names can be specified in very relaxed terms. For instance cas.someProperty, cas.some-property, cas.some_property are all valid names. While all forms are accepted by CAS, there are certain components (in CAS and other frameworks used) whose activation at runtime is conditional on a property value, where this property is required to have been specified in CAS configuration using kebab case. This is both true for properties that are owned by CAS as well as those that might be presented to the system via an external library or framework such as Spring Boot, etc.

:information_source: Note

When possible, properties should be stored in lower-case kebab format, such as cas.property-name=value. The only possible exception to this rule is when naming actuator endpoints; The name of the actuator endpoints (i.e. ssoSessions) MUST remain in camelCase mode.

Settings and properties that are controlled by the CAS platform directly always begin with the prefix cas. All other settings are controlled and provided to CAS via other underlying frameworks and may have their own schemas and syntax. BE CAREFUL with the distinction. Unrecognized properties are rejected by CAS and/or frameworks upon which CAS depends. This means if you somehow misspell a property definition or fail to adhere to the dot-notation syntax and such, your setting is entirely refused by CAS and likely the feature it controls will never be activated in the way you intend.

Validation

Configuration properties are automatically validated on CAS startup to report issues with configuration binding, especially if defined CAS settings cannot be recognized or validated by the configuration schema. Additional validation processes are also handled via Configuration Metadata and property migrations applied automatically on startup by Spring Boot and family.

Indexed Settings

CAS settings able to accept multiple values are typically documented with an index, such as cas.some.setting[0]=value. The index [0] is meant to be incremented by the adopter to allow for distinct multiple configuration blocks.

Custom

You may also design and register your own principal resolution strategy by supplying an implementation of the PrincipalResolver component and registering it with the runtime context:

1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
@AutoConfiguration
public static class MyConfiguration {

    @Bean
    public PrincipalResolver myPrincipalResolver() {
        return new MyPrincipalResolver();
    }

    @Bean
    public PrincipalResolutionExecutionPlanConfigurer myExecutionPlanConfigurer(
        @Qualifier("myPrincipalResolver")
        final PrincipalResolver myPrincipalResolver) {
        return plan -> {
            plan.registerPrincipalResolver(myPrincipalResolver);
        };
    }
}

See this guide to learn more about how to register configurations into the CAS runtime.