Documentation: OIDC conformance test setup
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Eric Stroczynski
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Documentation/oidc-certification-setup.md
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Documentation/oidc-certification-setup.md
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# OpenID Connect Provider Certification
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The OpenID Foundation provides a set of [conformance test profiles][oidc-conf-profiles] that test both Relying Party and OpenID Provider (OP) OpenID Connect implementations. Upon submission of [results][oidc-result-submission] and an affirmative response, the affirmed OP will be listed as a [certified OP][oidc-certified-ops] on the OpenID Connect website and allowed to use the [certification mark][oidc-cert-mark] according to the certification [terms and conditions][oidc-terms-conds], section 3(d).
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## Basic OpenID Provider Tests
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Dex is an OP that implements the [mandatory set][oidc-core-spec-mandatory] of OpenID Connect features, and can be tested against the Basic OpenID Provider profile ([profile outline][oidc-conf-profiles], section 2.1.1). These tests ensure that all features required by a [basic client][oidc-basic-client-spec] work as expected.
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### Setup
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There are two ways to set up an OpenID test instance:
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1. Configure a test instance provided by The OpenID Foundation by following [instructions][oidc-test-config] on their website.
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1. Download their test runner from [GitHub][oidc-github] and follow the instructions in the [README][oidc-github-readme].
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* Requires `docker` and `docker-compose`
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Configuration is essentially the same for either type of OpenID test instance. We will proceed with option 1 in this example, and set up an [AWS EC2 instance][aws-ec2-instance] to deploy dex:
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* Create an [AWS EC2 instance][aws-ec2-quick-start] and connect to your instance using [SSH][aws-ec2-ssh].
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* Install [dex][dex-install].
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* Ensure whatever port dex is listening on (usually 5556) is open to ingress traffic in your security group configuration.
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* In this example the public DNS name, automatically assigned to each internet-facing EC2 instance, is **my-test-ec2-server.com**. You can find your instances' in the AWS EC2 management console.
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### Configuring an OpenID test instance
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1. Navigate to [https://op.certification.openid.net:60000][oidc-test-start].
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1. Click 'New' configuration.
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1. Input your issuer url: `http://my-test-ec2-server.com:5556/dex`.
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1. Select `code` as the response type.
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1. Click 'Create' to further configure your OpenID instance.
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1. On the next page, copy and paste the `redirect_uris` into the `redirectURIs` config field (see below).
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1. At this point we can run dex, as we have all the information necessary to create a config file (`oidc-config.yaml` in this example):
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```yaml
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issuer: http://my-test-ec2-server.com:5556/dex
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storage:
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type: sqlite3
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config:
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file: examples/dex.db
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web:
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http: 0.0.0.0:5556
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oauth2:
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skipApprovalScreen: true
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staticClients:
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- id: example-app
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redirectURIs:
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- 'https://op.certification.openid.net:${OPENID_SERVER_PORT}/authz_cb'
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name: 'Example App'
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secret: ZXhhbXBsZS1hcHAtc2VjcmV0
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connectors:
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- type: mockCallback
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id: mock
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name: Example
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```
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* Substitute `OPENID_SERVER_PORT` for your OpenID test instance port number, assigned after configuring that instance.
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* Set the `oauth2` field `skipApprovalScreen: true` to automate some clicking.
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1. Run dex:
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```bash
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$ ./bin/dex serve oidc-config.yaml
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time="2017-08-25T06:34:57Z" level=info msg="config issuer: http://my-test-ec2-server.com:5556/dex"
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...
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```
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1. Input `client_id` and `client_secret` from your config file.
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* The `id` and `secret` used here are from the example config file [`staticClients` field](../examples/config-dev.yaml#L50-L55).
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1. Use data returned by the `GET /.well-known/openid-configuration` API call to fill in the rest of the configuration forms:
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```bash
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[home@localhost ~]$ curl http://my-test-ec2-server.com:5556/dex/.well-known/openid-configuration
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{
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"issuer": "http://my-test-ec2-server.com:5556/dex",
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"authorization_endpoint": "http://my-test-ec2-server.com:5556/dex/auth",
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"token_endpoint": "http://my-test-ec2-server.com:5556/dex/token",
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"jwks_uri": "http://my-test-ec2-server.com:5556/dex/keys",
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"response_types_supported": [
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"code"
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],
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"subject_types_supported": [
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"public"
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],
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"id_token_signing_alg_values_supported": [
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"RS256"
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],
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"scopes_supported": [
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"openid",
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"email",
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"groups",
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"profile",
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"offline_access"
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],
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"token_endpoint_auth_methods_supported": [
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"client_secret_basic"
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],
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"claims_supported": [
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"aud",
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"email",
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"email_verified",
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"exp",
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"iat",
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"iss",
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"locale",
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"name",
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"sub"
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]
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}
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```
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* Fill in all configuration information that the `/.well-known/openid-configuration` endpoint returns, althgouh this is not strictly necessary. We should give the test cases as much information about dex's OP implementation as possible.
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1. Press the 'Save and Start' button to start your OpenID test instance.
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1. Follow the provided link.
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1. Run through each test case, following all instructions given by individual cases.
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* In order to pass certain cases, screenshots of OP responses might be required.
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## Result Submission
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Once all test cases pass, submit your results by following instructions listed [on the website][oidc-result-submission].
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[dex-install]: https://github.com/coreos/dex/blob/master/Documentation/getting-started.md#building-the-dex-binary
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[aws-ec2-instance]: http://docs.aws.amazon.com/AWSEC2/latest/UserGuide/concepts.htmlSSH
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[aws-ec2-ssh]: http://docs.aws.amazon.com/AWSEC2/latest/UserGuide/AccessingInstancesLinux.html
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[aws-ec2-quick-start]: http://docs.aws.amazon.com/quickstarts/latest/vmlaunch/step-1-launch-instance.html
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[oidc-core-spec-mandatory]: http://openid.net/specs/openid-connect-core-1_0.html#ServerMTI
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[oidc-basic-client-spec]: http://openid.net/specs/openid-connect-basic-1_0.html
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[oidc-conf-profiles]: http://openid.net/wordpress-content/uploads/2016/12/OpenID-Connect-Conformance-Profiles.pdf
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[oidc-test-config]: http://openid.net/certification/testing/
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[oidc-test-start]: https://op.certification.openid.net:60000
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[oidc-result-submission]: http://openid.net/certification/submission/
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[oidc-cert-mark]: http://openid.net/certification/mark/
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[oidc-certified-ops]: http://openid.net/developers/certified/
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[oidc-terms-conds]: http://openid.net/wordpress-content/uploads/2015/03/OpenID-Certification-Terms-and-Conditions.pdf
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[oidc-github]: https://github.com/openid-certification/oidctest
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[oidc-github-readme]: https://github.com/openid-certification/oidctest/blob/master/README.md
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