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SharePoint Access Control


Jonathan Schultz (@SharePointValue)
      Skyline Technologies, Inc.



             01/18/2012
About Skyline Technologies
•   Leading Microsoft solutions provider
     – Develops and tailors IT applications to meet the business and
       technical objectives of customers
     – Serves clients in the manufacturing and retail to healthcare,
       transportation, and logistics industries
•   Microsoft Partner with Gold competencies in Business Intelligence,
    Content Management, Portals and Collaboration, and Web Development
    and Silver competencies in Data Platform, Project and Portfolio
    Management, Search, and Software Development.
•   Provides a pathway to speed your company toward its vision.
•   Recognized by businesses nationwide as a team of smart, experienced
    people and a Microsoft Gold Certified Partner organization specializing in
    adapting Microsoft solutions to individual client’s needs.
Agenda
•   SharePoint Access Control
•   What are Claims?
•   Why would you use them?
•   Claims-Based Authentication
•   Reality of Claims Based Authentication
•   Reference Materials
SharePoint Access Control
• Authentication vs. Authorization
  – Authentication = Who are you?
  – Authorization = What can you do?
• Information Rights Management
  – Windows Server 2008 Active Directory Rights
    Management Server
  – CSS Print Suppression
     • @media print { .NoPrint { display: none; } }
Security Environments

Loosely Managed                Tightly Managed
• Distributed Accountability   • Centralized Authority
• Low Risk Content             • Auditing Requirements
• Flexible                        – Content
                                  – Process
Groups

SharePoint Groups      Active Directory Groups
• Distributed          • Centralized
• SharePoint Only      • Enterprise
• Auditing             • Auditing
   – 3rd Party Tools      – Member Of
What are Claims?
• Attributes about a User
• Need to Come from Someone You Trust

• Driver’s License Example
  – Trusted Provider = State of Wisconsin
  – Claims
     • Name = Jonathan Schultz
     • Age = 35
     • Organ Donor = No
UWEBC Claims Example
• Trusted Provider = Cavinda
• My Claims
  – Name = Jonathan Schultz
  – Company = Skyline Technologies
  – Presenter = Yes
Why Use Claims?
• Claim Augmentation
  – Security Groups from Active Directory
  – HRMS/CRM Attributes
     • Title/Role
• Federation
  – Partner Network
     • Business to Business
  – Subsidiaries
  – Web 2.0 (Windows Live, Facebook, etc.)
• Advanced Authentication & Authorization
Basic Claims Scenario
Claims Based Architecture
Terminology
• Security Token Service (STS)
  – Identity Provider (IP-STS)
  – Relying Party (RP-STS)
• Security Assertion Markup Language (SAML)
• Windows Identity Framework (formerly Geneva)
• Trusted Login Provider
Under the Covers
Claims-to-Windows Token Service
Claims Based Architecture Notes
• New in SharePoint 2010
• Authentication Prompt for Multiple Providers
• All Intra/Inter Farm Calls are Claims Based
  – i.e. Service Applications
• Claims-to-Windows Token Service Needed for
  Some Service Applications, i.e. PerformancePoint
  Services
Claims Development Tasks
• Custom Login Pages
  –   Extranet Scenarios
  –   Branding
  –   “Remember Me” Capability
  –   Home Realm Discovery
• Custom Claim Providers
  – Claims Augmentation
  – Claims Picking / Resolution
• Trusted Login Providers
  – WIF SDK
Reality of Claims Based Authentication
• Claims Authorization uses OR logic, not AND
  – Scenario: Authorize US HR User
     • Location Claim = US
     • Department Claim = HR
     • Will also succeed for US IT because of US OR HR
• Trusted Identity Providers
  – Cookie Driven (Watch out for domains/paths)
  – Time Based Expiration (Server Times)
• Claims + Kerberos + SSRS = Problem
Reference Materials
• Claims and Security Technical Articles for
  SharePoint 2010
• Implementing Claims-Based Authentication with
  SharePoint Server 2010 – White Paper
• A Guide to Claims-Based Identity and Access
  Control – Patterns & Practices
• Custom Claims-Based Security in SharePoint
  2010
• Steve Peschka’s Blog: Share-n-dipity

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SharePoint Access Control and Claims Based Authentication

  • 1. SharePoint Access Control Jonathan Schultz (@SharePointValue) Skyline Technologies, Inc. 01/18/2012
  • 2. About Skyline Technologies • Leading Microsoft solutions provider – Develops and tailors IT applications to meet the business and technical objectives of customers – Serves clients in the manufacturing and retail to healthcare, transportation, and logistics industries • Microsoft Partner with Gold competencies in Business Intelligence, Content Management, Portals and Collaboration, and Web Development and Silver competencies in Data Platform, Project and Portfolio Management, Search, and Software Development. • Provides a pathway to speed your company toward its vision. • Recognized by businesses nationwide as a team of smart, experienced people and a Microsoft Gold Certified Partner organization specializing in adapting Microsoft solutions to individual client’s needs.
  • 3. Agenda • SharePoint Access Control • What are Claims? • Why would you use them? • Claims-Based Authentication • Reality of Claims Based Authentication • Reference Materials
  • 4. SharePoint Access Control • Authentication vs. Authorization – Authentication = Who are you? – Authorization = What can you do? • Information Rights Management – Windows Server 2008 Active Directory Rights Management Server – CSS Print Suppression • @media print { .NoPrint { display: none; } }
  • 5. Security Environments Loosely Managed Tightly Managed • Distributed Accountability • Centralized Authority • Low Risk Content • Auditing Requirements • Flexible – Content – Process
  • 6. Groups SharePoint Groups Active Directory Groups • Distributed • Centralized • SharePoint Only • Enterprise • Auditing • Auditing – 3rd Party Tools – Member Of
  • 7. What are Claims? • Attributes about a User • Need to Come from Someone You Trust • Driver’s License Example – Trusted Provider = State of Wisconsin – Claims • Name = Jonathan Schultz • Age = 35 • Organ Donor = No
  • 8. UWEBC Claims Example • Trusted Provider = Cavinda • My Claims – Name = Jonathan Schultz – Company = Skyline Technologies – Presenter = Yes
  • 9. Why Use Claims? • Claim Augmentation – Security Groups from Active Directory – HRMS/CRM Attributes • Title/Role • Federation – Partner Network • Business to Business – Subsidiaries – Web 2.0 (Windows Live, Facebook, etc.) • Advanced Authentication & Authorization
  • 12. Terminology • Security Token Service (STS) – Identity Provider (IP-STS) – Relying Party (RP-STS) • Security Assertion Markup Language (SAML) • Windows Identity Framework (formerly Geneva) • Trusted Login Provider
  • 15. Claims Based Architecture Notes • New in SharePoint 2010 • Authentication Prompt for Multiple Providers • All Intra/Inter Farm Calls are Claims Based – i.e. Service Applications • Claims-to-Windows Token Service Needed for Some Service Applications, i.e. PerformancePoint Services
  • 16. Claims Development Tasks • Custom Login Pages – Extranet Scenarios – Branding – “Remember Me” Capability – Home Realm Discovery • Custom Claim Providers – Claims Augmentation – Claims Picking / Resolution • Trusted Login Providers – WIF SDK
  • 17. Reality of Claims Based Authentication • Claims Authorization uses OR logic, not AND – Scenario: Authorize US HR User • Location Claim = US • Department Claim = HR • Will also succeed for US IT because of US OR HR • Trusted Identity Providers – Cookie Driven (Watch out for domains/paths) – Time Based Expiration (Server Times) • Claims + Kerberos + SSRS = Problem
  • 18. Reference Materials • Claims and Security Technical Articles for SharePoint 2010 • Implementing Claims-Based Authentication with SharePoint Server 2010 – White Paper • A Guide to Claims-Based Identity and Access Control – Patterns & Practices • Custom Claims-Based Security in SharePoint 2010 • Steve Peschka’s Blog: Share-n-dipity