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Caching SAML 2.0 metadata exchanges with Apereo CAS.

Apereo CAS can be configured to act as a standalone SAML2 identity provider to integrate with and support SAML2 service providers via appropriate SAML2 metadata exchanges to establish mutual trust. Such exchanges can be configured and managed using a variety of ways, the most common of which happens to via the file system or URL. In this post, we will take a look at both options to discuss modest approaches to metadata management as well as caching behavior and controls.

This post specifically requires and focuses on:

SAML2 Service Providers

In the most basic form, SAML relying parties and services can be registered with the CAS service registry similar to the following example:

{
  "@class" : "org.apereo.cas.support.saml.services.SamlRegisteredService",
  "serviceId" : "the-entity-id-of-the-sp",
  "name" : "SAML2-Service-Provider",
  "id" : 1,
  "metadataLocation" : "file:/path/to/metadata.xml"
}

The service provider metadata in the above example is directly shared with CAS as a physical file via the file system. You also have the option to use a dedicated URL to fetch and download service provider metadata if one is available and provided to you:

{
  "@class" : "org.apereo.cas.support.saml.services.SamlRegisteredService",
  "serviceId" : "the-entity-id-of-the-sp",
  "name" : "SAML2-Service-Provider",
  "id" : 1,
  "metadataLocation" : "https://sp.example.org/saml2/metadata"
}

The metadataLocation field can flexibly point to the location of service provider metadata defined from system files, classpath, or URL resources.

Metadata Query Protocol
Apereo CAS also supports the Metadata Query Protocol such as the one provided by InCommon Metadata Service.

SAML2 Metadata Trust Model

SAML2 metadata should generally be signed for integrity and authenticity, especially if it’s provided and shared with participants using a URL. Participants are strongly encouraged to verify the XML signature on the metadata file before use; failure to do so will seriously compromise the security of the SAML deployment.

An important point to emphasize here is:

A trusted metadata process MUST verify the XML signature of the metadata. It is not sufficient to request the metadata via a TLS-protected HTTP connection.

In fact and to emphasize this point, many service providers choose to publish their metadata behind an http URL to remove all illusions of security via TLS. Thankfully, it is fairly straight-forward to enable signature validation of the metadata via the same registration entry:

{
  "@class" : "org.apereo.cas.support.saml.services.SamlRegisteredService",
  "serviceId" : "the-entity-id-of-the-sp",
  "name" : "SAML2-Service-Provider",
  "id" : 1,
  "metadataLocation" : "https://sp.example.org/saml2/metadata",
  "metadataSignatureLocation": "file:/path/to/signing-certificate.crt"
}

The metadataSignatureLocation defines the location of the metadata signing certificate/public key to validate the metadata which must be defined from system files or classpath. If defined, CAS will enforce the SignatureValidationFilter validation filter on metadata.

Expiration Date Validation
Verifying the signature on a SAML metadata file does not validate the presence or value of an expiration date. The only way to validate the expiration date is to parse the XML.

SAML2 Metadata Refresh

Once metadata is downloaded and resolved, it is housed in a cache store with a controllable expiration date. The intention is that subsequent attempts to resolve metadata for a service provider should not have to parse or download the XML content again and instead, the cached and already-resolved copy of the metadata should be used until it’s invalidated and expired. Typically, the expiration and caching options can be specified in the metadata itself:

<?xml version="1.0" ?>
<md:EntityDescriptor entityID="urn:app.example.net"
  cacheDuration="PT604800S"  validUntil="2021-02-17T22:17:52Z"
  xmlns:md="urn:oasis:names:tc:SAML:2.0:metadata">
...

In the above example, the resolved metadata should be cached for approximately 7 days and shall remain valid until the indicated validity date. If the metadata does not require or suggest a validity date or cache expiration period, you can of course tweak the cache timeout on the service provider registration entry directly:

{
  "@class" : "org.apereo.cas.support.saml.services.SamlRegisteredService",
  "serviceId" : "the-entity-id-of-the-sp",
  "name" : "SAML2-Service-Provider",
  "id" : 1,
  "metadataLocation" : "https://sp.example.org/saml2/metadata",
  "metadataExpirationDuration": "PT2H"
}

In the above example, metadataExpirationDuration indicates that metadata downloaded and resolved for this service provider should be cached for 2 hours. Furthermore, you could also control the cache expiration policy globally and not have to define it for every single service provider:

cas.authn.saml-idp.metadata.core.cache-expiration=PT4H

So...

I hope this review was of some help to you and I am sure that both this post as well as the functionality it attempts to explain can be improved in any number of ways. Please feel free to engage and contribute as best as you can.

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