Files
lmxopcua/src/ZB.MOM.WW.OtOpcUa.Server/Security
Joseph Doherty 4886a5783f Phase 3 PR 31 — Live-LDAP integration test + Active Directory compatibility. Closes LMX follow-up #4 with 6 live-bind tests in Server.Tests/LdapUserAuthenticatorLiveTests.cs against the dev GLAuth instance at localhost:3893 (skipped cleanly when unreachable via Assert.Skip + a clear SkipReason — matches the GalaxyRepositoryLiveSmokeTests pattern). Coverage: valid credentials bind + surface DisplayName; wrong password fails; unknown user fails; empty credentials fail pre-flight without touching the directory; writeop user's memberOf maps through GroupToRole to WriteOperate (the exact string WriteAuthzPolicy.IsAllowed expects); admin user surfaces all four mapped roles (WriteOperate + WriteTune + WriteConfigure + AlarmAck) proving memberOf parsing doesn't stop after the first match. While wiring this up, the authenticator's hard-coded user-lookup filter 'uid=<name>' didn't match GLAuth (which keys users by cn and doesn't populate uid) — AND it doesn't match Active Directory either, which uses sAMAccountName. Added UserNameAttribute to LdapOptions (default 'uid' for RFC 2307 backcompat) so deployments override to 'cn' / 'sAMAccountName' / 'userPrincipalName' as the directory requires; authenticator filter now interpolates the configured attribute. The default stays 'uid' so existing test fixtures and OpenLDAP installs keep working without a config change — a regression guard in LdapUserAuthenticatorAdCompatTests.LdapOptions_default_UserNameAttribute_is_uid_for_rfc2307_compat pins this so a future 'helpful' default change can't silently break anyone.
Active Directory compatibility. LdapOptions xml-doc expanded with a cheat-sheet covering Server (DC FQDN), Port 389 vs 636, UseTls=true under AD LDAP-signing enforcement, dedicated read-only service account DN, sAMAccountName vs userPrincipalName vs cn trade-offs, memberOf DN shape (CN=Group,OU=...,DC=... with the CN= RDN stripped to become the GroupToRole key), and the explicit 'nested groups NOT expanded' call-out (LDAP_MATCHING_RULE_IN_CHAIN / tokenGroups is a future authenticator enhancement, not a config change). docs/security.md §'Active Directory configuration' adds a complete appsettings.json snippet with realistic AD group names (OPCUA-Operators → WriteOperate, OPCUA-Engineers → WriteConfigure, OPCUA-AlarmAck → AlarmAck, OPCUA-Tuners → WriteTune), LDAPS port 636, TLS on, insecure-LDAP off, and operator-facing notes on each field. LdapUserAuthenticatorAdCompatTests (5 unit guards): ExtractFirstRdnValue parses AD-style 'CN=OPCUA-Operators,OU=...,DC=...' DNs correctly (case-preserving — operators' GroupToRole keys stay readable); also handles mixed case and spaces in group names ('Domain Users'); also works against the OpenLDAP ou=<group>,ou=groups shape (GLAuth) so one extractor tolerates both memberOf formats common in the field; EscapeLdapFilter escapes the RFC 4515 injection set (\, *, (, ), \0) so a malicious login like 'admin)(cn=*' can't break out of the filter; default UserNameAttribute regression guard.
Test posture — Server.Tests Unit: 43 pass / 0 fail (38 prior + 5 new AD-compat guards). Server.Tests LiveLdap category: 6 pass / 0 fail against running GLAuth (would skip cleanly without). Server build clean, 0 errors, 0 warnings.
Deferred: the session-identity end-to-end check (drive a full OPC UA UserName session, then read a 'whoami' node to verify the role landed on RoleBasedIdentity). That needs a test-only address-space node and is scoped for a separate PR.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-04-18 15:23:22 -04:00
..
Phase 3 PR 26 — server-layer write authorization gating by role. Per the user's ACL-at-server-layer directive (saved as feedback_acl_at_server_layer.md in memory), write authorization is enforced in DriverNodeManager.OnWriteValue and never delegated to the driver or to driver-specific auth (the v1 Galaxy-provided security path is explicitly not part of v2 — drivers report SecurityClassification as discovery metadata only). New WriteAuthzPolicy static class in Server/Security/ maps SecurityClassification → required role per the table documented in docs/Configuration.md: FreeAccess = no role required (anonymous sessions can write), Operate + SecuredWrite = WriteOperate, Tune = WriteTune, VerifiedWrite + Configure = WriteConfigure, ViewOnly = deny regardless of roles. Role matching is case-insensitive and role requirements do NOT cascade — a session with WriteConfigure can write Configure attributes but needs WriteOperate separately to write Operate attributes; this is deliberate so escalation is an explicit LDAP group assignment, not a hierarchy the policy silently grants. DriverNodeManager gains a _securityByFullRef Dictionary populated during Variable() registration (parallel to the existing _variablesByFullRef) so OnWriteValue can look up the classification in O(1) on the hot path. OnWriteValue casts the session's context.UserIdentity to the new IRoleBearer interface (implemented by OtOpcUaServer.RoleBasedIdentity from PR 19) — empty Roles collection when the session is anonymous; the same WriteAuthzPolicy.IsAllowed check then either short-circuits true (FreeAccess), false (ViewOnly), or walks the roles list looking for the required one. On deny, OnWriteValue logs 'Write denied for {FullRef}: classification=X userRoles=[...]' at Information level (readable trail for operator complaints) and returns BadUserAccessDenied without touching IWritable.WriteAsync — drivers never see a request we'd have refused. IRoleBearer kept as a minimal server-side interface rather than reusing some abstraction from Core.Abstractions because the concept is OPC-UA-session-scoped and doesn't generalize (the driver side has no notion of a user session). Tests — WriteAuthzPolicyTests (17 new cases): FreeAccess allows write with empty role set + arbitrary roles; ViewOnly denies write even with every role; Operate requires WriteOperate; role match is case-insensitive; Operate denies empty role set + wrong role; SecuredWrite shares Operate's requirement; Tune requires WriteTune; Tune denies WriteOperate-only (asserts roles don't cascade — this is the test that catches a future regression where someone 'helpfully' adds a role-escalation table); Configure requires WriteConfigure; VerifiedWrite shares Configure's requirement; multi-role session allowed when any role matches; unrelated roles denied; RequiredRole theory covering all 5 classified-and-mapped rows + null for FreeAccess/ViewOnly special cases. lmx-followups.md follow-up #2 marked DONE with a back-reference to this PR and the memory note. Full Server.Tests Unit suite: 38 pass / 0 fail (17 new WriteAuthz + 14 SecurityConfiguration from PR 19 + 2 NodeBootstrap + 5 others). Server.Tests Integration (Category=Integration) 2 pass — existing PR 17 anonymous-endpoint smoke tests stay green since the read path doesn't hit OnWriteValue.
2026-04-18 13:01:01 -04:00
Phase 3 PR 19 — LDAP user identity + Basic256Sha256 security profile. Replaces the anonymous-only endpoint with a configurable security profile and an LDAP-backed UserName token validator. New IUserAuthenticator abstraction in Backend/Security/: LdapUserAuthenticator binds to the configured directory (reuses the pattern from Admin.Security.LdapAuthService without the cross-app dependency — Novell.Directory.Ldap.NETStandard 3.6.0 package ref added to Server alongside the existing OPCFoundation packages) and maps group membership to OPC UA roles via LdapOptions.GroupToRole (case-insensitive). DenyAllUserAuthenticator is the default when Ldap.Enabled=false so UserName token attempts return a clean BadUserAccessDenied rather than hanging on a localhost:3893 bind attempt. OpcUaSecurityProfile enum + LdapOptions nested record on OpcUaServerOptions. Profile=None keeps the PR 17 shape (SecurityPolicies.None + Anonymous token only) so existing integration tests stay green; Profile=Basic256Sha256SignAndEncrypt adds a second ServerSecurityPolicy (Basic256Sha256 + SignAndEncrypt) to the collection and, when Ldap.Enabled=true, adds a UserName token policy scoped to SecurityPolicies.Basic256Sha256 only — passwords must ride an encrypted channel, the stack rejects UserName over None. OtOpcUaServer.OnServerStarted hooks SessionManager.ImpersonateUser: AnonymousIdentityToken passes through; UserNameIdentityToken delegates to IUserAuthenticator.AuthenticateAsync — rejected identities throw ServiceResultException(BadUserAccessDenied); accepted identities get a RoleBasedIdentity that carries the resolved roles through session.Identity so future PRs can gate writes by role. OpcUaApplicationHost + OtOpcUaServer constructors take IUserAuthenticator as a dependency. Program.cs binds the new OpcUaServer:Ldap section from appsettings (Enabled defaults false, GroupToRole parsed as Dictionary<string,string>), registers IUserAuthenticator as LdapUserAuthenticator when enabled or DenyAllUserAuthenticator otherwise. PR 17 integration test updated to pass DenyAllUserAuthenticator so it keeps exercising the anonymous-only path unchanged. Tests — SecurityConfigurationTests (new, 13 cases): DenyAllAuthenticator rejects every credential; LdapAuthenticator rejects blank creds without hitting the server; rejects when Enabled=false; rejects plaintext when both UseTls=false AND AllowInsecureLdap=false (safety guard matching the Admin service); EscapeLdapFilter theory (4 rows: plain passthrough, parens/asterisk/backslash → hex escape) — regression guard against LDAP injection; ExtractOuSegment theory (3 rows: finds ou=, returns null when absent, handles multiple ou segments by returning first); ExtractFirstRdnValue theory (3 rows: strips cn= prefix, handles single-segment DN, returns plain string unchanged when no =). OpcUaServerOptions_default_is_anonymous_only asserts the default posture preserves PR 17 behavior. InternalsVisibleTo('ZB.MOM.WW.OtOpcUa.Server.Tests') added to Server csproj so ExtractOuSegment and siblings are reachable from the tests. Full solution: 0 errors, 180 tests pass (8 Core + 14 Proxy + 24 Configuration + 6 Shared + 91 Galaxy.Host + 19 Server (17 unit + 2 integration) + 18 Admin). Live-LDAP integration test (connect via Basic256Sha256 endpoint with a real user from GLAuth, assert the session.Identity carries the mapped role) is deferred to a follow-up — it requires the GLAuth dev instance to be running at localhost:3893 which is dev-machine-specific, and the test harness for that also needs a fresh client-side certificate provisioned by the live server's trusted store.
2026-04-18 08:49:46 -04:00
Phase 3 PR 31 — Live-LDAP integration test + Active Directory compatibility. Closes LMX follow-up #4 with 6 live-bind tests in Server.Tests/LdapUserAuthenticatorLiveTests.cs against the dev GLAuth instance at localhost:3893 (skipped cleanly when unreachable via Assert.Skip + a clear SkipReason — matches the GalaxyRepositoryLiveSmokeTests pattern). Coverage: valid credentials bind + surface DisplayName; wrong password fails; unknown user fails; empty credentials fail pre-flight without touching the directory; writeop user's memberOf maps through GroupToRole to WriteOperate (the exact string WriteAuthzPolicy.IsAllowed expects); admin user surfaces all four mapped roles (WriteOperate + WriteTune + WriteConfigure + AlarmAck) proving memberOf parsing doesn't stop after the first match. While wiring this up, the authenticator's hard-coded user-lookup filter 'uid=<name>' didn't match GLAuth (which keys users by cn and doesn't populate uid) — AND it doesn't match Active Directory either, which uses sAMAccountName. Added UserNameAttribute to LdapOptions (default 'uid' for RFC 2307 backcompat) so deployments override to 'cn' / 'sAMAccountName' / 'userPrincipalName' as the directory requires; authenticator filter now interpolates the configured attribute. The default stays 'uid' so existing test fixtures and OpenLDAP installs keep working without a config change — a regression guard in LdapUserAuthenticatorAdCompatTests.LdapOptions_default_UserNameAttribute_is_uid_for_rfc2307_compat pins this so a future 'helpful' default change can't silently break anyone.
2026-04-18 15:23:22 -04:00
Phase 3 PR 31 — Live-LDAP integration test + Active Directory compatibility. Closes LMX follow-up #4 with 6 live-bind tests in Server.Tests/LdapUserAuthenticatorLiveTests.cs against the dev GLAuth instance at localhost:3893 (skipped cleanly when unreachable via Assert.Skip + a clear SkipReason — matches the GalaxyRepositoryLiveSmokeTests pattern). Coverage: valid credentials bind + surface DisplayName; wrong password fails; unknown user fails; empty credentials fail pre-flight without touching the directory; writeop user's memberOf maps through GroupToRole to WriteOperate (the exact string WriteAuthzPolicy.IsAllowed expects); admin user surfaces all four mapped roles (WriteOperate + WriteTune + WriteConfigure + AlarmAck) proving memberOf parsing doesn't stop after the first match. While wiring this up, the authenticator's hard-coded user-lookup filter 'uid=<name>' didn't match GLAuth (which keys users by cn and doesn't populate uid) — AND it doesn't match Active Directory either, which uses sAMAccountName. Added UserNameAttribute to LdapOptions (default 'uid' for RFC 2307 backcompat) so deployments override to 'cn' / 'sAMAccountName' / 'userPrincipalName' as the directory requires; authenticator filter now interpolates the configured attribute. The default stays 'uid' so existing test fixtures and OpenLDAP installs keep working without a config change — a regression guard in LdapUserAuthenticatorAdCompatTests.LdapOptions_default_UserNameAttribute_is_uid_for_rfc2307_compat pins this so a future 'helpful' default change can't silently break anyone.
2026-04-18 15:23:22 -04:00
Phase 3 PR 26 — server-layer write authorization gating by role. Per the user's ACL-at-server-layer directive (saved as feedback_acl_at_server_layer.md in memory), write authorization is enforced in DriverNodeManager.OnWriteValue and never delegated to the driver or to driver-specific auth (the v1 Galaxy-provided security path is explicitly not part of v2 — drivers report SecurityClassification as discovery metadata only). New WriteAuthzPolicy static class in Server/Security/ maps SecurityClassification → required role per the table documented in docs/Configuration.md: FreeAccess = no role required (anonymous sessions can write), Operate + SecuredWrite = WriteOperate, Tune = WriteTune, VerifiedWrite + Configure = WriteConfigure, ViewOnly = deny regardless of roles. Role matching is case-insensitive and role requirements do NOT cascade — a session with WriteConfigure can write Configure attributes but needs WriteOperate separately to write Operate attributes; this is deliberate so escalation is an explicit LDAP group assignment, not a hierarchy the policy silently grants. DriverNodeManager gains a _securityByFullRef Dictionary populated during Variable() registration (parallel to the existing _variablesByFullRef) so OnWriteValue can look up the classification in O(1) on the hot path. OnWriteValue casts the session's context.UserIdentity to the new IRoleBearer interface (implemented by OtOpcUaServer.RoleBasedIdentity from PR 19) — empty Roles collection when the session is anonymous; the same WriteAuthzPolicy.IsAllowed check then either short-circuits true (FreeAccess), false (ViewOnly), or walks the roles list looking for the required one. On deny, OnWriteValue logs 'Write denied for {FullRef}: classification=X userRoles=[...]' at Information level (readable trail for operator complaints) and returns BadUserAccessDenied without touching IWritable.WriteAsync — drivers never see a request we'd have refused. IRoleBearer kept as a minimal server-side interface rather than reusing some abstraction from Core.Abstractions because the concept is OPC-UA-session-scoped and doesn't generalize (the driver side has no notion of a user session). Tests — WriteAuthzPolicyTests (17 new cases): FreeAccess allows write with empty role set + arbitrary roles; ViewOnly denies write even with every role; Operate requires WriteOperate; role match is case-insensitive; Operate denies empty role set + wrong role; SecuredWrite shares Operate's requirement; Tune requires WriteTune; Tune denies WriteOperate-only (asserts roles don't cascade — this is the test that catches a future regression where someone 'helpfully' adds a role-escalation table); Configure requires WriteConfigure; VerifiedWrite shares Configure's requirement; multi-role session allowed when any role matches; unrelated roles denied; RequiredRole theory covering all 5 classified-and-mapped rows + null for FreeAccess/ViewOnly special cases. lmx-followups.md follow-up #2 marked DONE with a back-reference to this PR and the memory note. Full Server.Tests Unit suite: 38 pass / 0 fail (17 new WriteAuthz + 14 SecurityConfiguration from PR 19 + 2 NodeBootstrap + 5 others). Server.Tests Integration (Category=Integration) 2 pass — existing PR 17 anonymous-endpoint smoke tests stay green since the read path doesn't hit OnWriteValue.
2026-04-18 13:01:01 -04:00