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How-to and examples
<font size="6"><b>Simple Form</b></font><br>
 
[[File:Omniauth.jpg|frame|Source: https://raw.githubusercontent.com/plataformatec/simple_form/master/simple_form.png/|right]]
'''Simple Form''' is a Ruby authentication framework aimed to integrated with various types of authentication providers. It can be hooked up to any system, from social network to enterprise systems to simple username and password authentication <ref>https://github.com/intridea/omniauth/wiki</ref>. OmniAuth is designed to be a black box to which you can send users' requests in order to get authentication information back from the providers. For example, you can use OmniAuth Facebook strategies and send user's email and password to Facebook service, and then get information back to authenticate that user in your application. OmniAuth has the advantages of super simplicity and security. <br>
 
The topic writeup for this page can be found [https://docs.google.com/document/d/1Ay5OOUkcLMC-FH61fAm3cNvB3Uyk2hJ09vHnRgqwL-k/edit?pli=1 here].
 
== Background ==
=== Why Simple Form ===
With web application booming.....
Simple form has following advantages:
* Simple
* Powerful
* Flexible
* Secure
In order to use Omniauth for authentication, developers can create and leverage one or more [https://github.com/intridea/omniauth/wiki/List-of-Strategies strategies] released individually as RubyGems from different providers for OmniAuth. Each strategy is a Rack Middleware.
 
=== Rack Middleware ===
Rack provides a standard interface for developing web applications supporting Ruby and Ruby framework. And Rack middleware is a way to filter a request and response coming into your application<ref>http://railscasts.com/episodes/151-rack-middleware</ref>. Rack has quite simple architecture:
* An object that responds to the <code>call</code> method
* Taking the environment hash as a parameter
* Returning an Array with three elements: status code, environment hash and response body
We can install Rack with following command:
<pre>$ gem install rack</pre>
Then we're going to create a Rack configuration file with extension .ru in your Rails application's root directory. That tells <code>Rack::Builder</code> what middleware does it use and in which order. Or to say how to combine various internal and external middlewares to form a complete Rails Rack application<ref>http://guides.rubyonrails.org/rails_on_rack.html</ref>. <code>Rack::Builder</code> is Rails equivalent of <code>ActionDispatch::MiddlewareStack</code>. 
<pre>
#Rails.root/config.ru
require 'rack'
</pre>
To use <code>rackup</code> to start up your created app, you can put the following code inside config.ru<ref>http://guides.rubyonrails.org/rails_on_rack.html</ref>. And then run <code>rackup</code> command:
 
<pre>require ::File.expand_path('../config/environment', __FILE__)
use Rails::Rack::Debugger
use Rack::ContentLength
run Rails.application
</pre>
<pre>$ rackup config.ru</pre>
Creating a Middleware filter is just creating a Ruby class. Here is an simplest example:
<pre># ResponseTimer.rb
class ResponseTimer
  def initialize(app)
    @app = app     
  end               
 
  def call(env)     
    @app.call(env) 
  end               
end                 
</pre>
By binding HTTP requests and responses together in the simplest way, it unifies the API for web servers, web frameworks, and software into a single method <code>call</code>.
 
Rails also provides some simple configuration interface <code>config.middleware</code> for adding, modifying and removing middlewares in the middleware stack via application.rb or the environment configuration file <code>environments/<environment>.rb. </code>You can check out these methods by view Configuring Middleware Stack part of <ref>http://guides.rubyonrails.org/rails_on_rack.html</ref>.
 
===Supported Ruby Versions===
OmniAuth is tested under 1.8.7, 1.9.3, 2.0.0, 2.1.0, JRuby, and Rubinius.
 
== Getting Start ==
Because each OmniAuth strategy is a Rack Middleware, this means it can be used the same way as other Rack middleware. Here we introduce some simple steps in order to illustrate how to use Twitter strategy for OmniAuth<ref>https://github.com/intridea/omniauth</ref>.
=== Installing ===
First start by adding this gem into your Gemfile:
<pre>gem 'omniauth-twitter'</pre>
If you need to use the latest HEAD version, you can do it with:
<pre>gem 'omniauth-twitter', :github => 'arunagw/omniauth-twitter'</pre>
 
=== Usage ===
Because OmniAuth is built for multi-provider authentication, you need to build multiple strategies. For this, the Rack middleware  <code>OmniAuth::Builder</code> class gives an easy way to build up your list of OmniAuth strategies for use in your application.
 
Below is an example that you can put into a Rails initializer at <code> config/initializers/omniauth.rb </code> or add it to your middleware:
<pre>
Rails.application.config.middleware.use OmniAuth::Builder do
  provider :developer unless Rails.env.production?
  provider :twitter, ENV['TWITTER_KEY'], ENV['TWITTER_SECRET']
end
</pre>
You can create your twitter application [https://apps.twitter.com/ here], after that, you can obtain <code>TWITTER_KEY</code> and <code>TWITTER_SECRET</code> as shown below:
[[File: twitter.png|center]]
 
=== Integrating OmniAuth into Rails Application ===
To use OmniAuth, you need to redirect users to <code>/auth/:provider</code> , where <code>:provider</code> is the name of the strategy (for example, <code>facebook</code> or <code>twitter</code> ). From there, OmniAuth will take over and take the user through the necessary steps to authenticate them with the chosen strategy.
 
Once the user has authenticated, OmniAuth simply set a special hash called Authentication Hash on Rack environment of a request to <code>/auth/:provider/callback</code>. This hash includes information about the user that OmniAuth collects from the utilized strategy. You should set up an endpoint in your application that matches to the callback URL and then performs whatever steps are necessary for your application.
 
For example, in a Rails app you can add a line in <code>routes.rb</code> file like this:
<pre>get '/auth/:provider/callback', to: 'sessions#create'</pre>
Then you can add code in <code>SessionsController</code> with something like this:
<pre>class SessionsController < ApplicationController
  def create
    @user = User.find_or_create_from_auth_hash(auth_hash)
    self.current_user = @user
    redirect_to '/'
  end
 
  protected
 
  def auth_hash
    request.env['omniauth.auth']
  end
end</pre>
The <code>omniauth.auth</code> key in the environment hash gives you the Authentication Hash which will contain information about the just authenticated user. The information includes a unique id, the strategy used for authentication, and personal details such as name and email address.
 
Note that OmniAuth does not perform any actions beyond setting some environment information on the callback request. It depends on how you want to implement the particulars of your application's authentication flow.
 
=== Logging ===
OmniAuth supports a configurable logger. By default, OmniAuth will log to <code>STDOUT</code> but you can configure this using <code> OmniAuth.config.logger</code>:
<pre># Rails application example
OmniAuth.config.logger = Rails.logger</pre>
 
== Other Examples ==
=== OmniAuth Facebook ===
==== Installing ====
To use Facebook OmniAuth Strateges<ref>https://github.com/mkdynamic/omniauth-facebook</ref>, first, add this gem into your Gemfile, and then run <code>bundle install</code>:
<pre>gem 'omniauth-facebook'</pre>
==== Usage====
Adding the middleware to a Rails app in <code>config/initializers/omniauth.rb</code>:
<pre>Rails.application.config.middleware.use OmniAuth::Builder do
  provider :facebook, ENV['FACEBOOK_KEY'], ENV['FACEBOOK_SECRET']
end</pre>
==== Configuring ====
You can configure several options, which you pass in to the <code>provider</code> method via a <code>Hash</code>:
{| class="wikitable"  style="font-size: 100%; text-align: left; width: auto;"
 
|-
! Option name
! Default
! Explanation
 
|-
| <code>scope</code>
| <code>email</code>           
| A comma-separated list of permissions you want to request from the user. See the [https://developers.facebook.com/docs/reference/login/ Facebook docs] for a full list of available permissions
 
|-
| <code>display</code>
| <code>page</code>
| The display context to show the authentication page. Options are: <code>page</code>, <code>popup</code> and <code>touch</code>. Read the [https://developers.facebook.com/docs/reference/dialogs/oauth/ Facebook docs] for more details
 
|-
| <code>image_size</code>
| <code>square</code>
| Set the size for the returned image url in the auth hash. Valid options include <code>square</code> (50x50), <code>small</code> (50 pixels wide, variable height), <code>normal</code> (100 pixels wide, variable height), or <code>large</code> (about 200 pixels wide, variable height). Additionally, you can request a picture of a specific size by setting this option to a hash with <code>:width</code> and <code>:height</code> as keys. This will return an available profile picture closest to the requested size and requested aspect ratio. If only <code>:width</code> or <code>:height</code> is specified, we will return a picture whose width or height is closest to the requested size, respectively.
 
|-
| <code>info_fields</code>
|
| Specify exactly which fields should be returned when getting the user's info.  Value should be a comma-separated string as per <ref>https://developers.facebook.com/docs/graph-api/reference/user/</ref>
 
|-
| <code>locale</code>
|
| Specify locale which should be used when getting the user's info. Value should be locale string as per <ref>https://developers.facebook.com/docs/reference/api/locale/</ref>
 
|-
| <code>auth_type</code>
|
| Optionally specifies the requested authentication features as a comma-separated list <ref>https://developers.facebook.com/docs/facebook-login/reauthentication/</ref>. Valid values are <code>https</code> (checks for the presence of the secure cookie and asks for re-authentication if it is not present), and <code>reauthenticate</code> (asks the user to re-authenticate unconditionally). Default is <code>nil</code>.
 
|-
| <code>secure_image_url</code>
| <code>false</code>
| Set to <code>true</code> to use https for the avatar image url returned in the auth hash
 
|-
| <code>callback_url /
callback_path</code>
|
| Specify a custom callback URL used during the server-side flow. Note this must be allowed by your app configuration on Facebook
|}
For example, to request <code>email</code>, <code>user_birthday</code> and <code>read_stream</code> permissions:
<pre>Rails.application.config.middleware.use OmniAuth::Builder do
  provider :facebook, ENV['FACEBOOK_KEY'], ENV['FACEBOOK_SECRET'],
          :scope => 'email,user_birthday,read_stream'
end</pre>
 
=== OmniAuth GitHub ===
==== Install ====
To use GitHub OmniAuth Strateges<ref>https://github.com/intridea/omniauth-github</ref>, first, add this gem into your Gemfile, and then run <code>bundle install</code>:
<pre>gem 'omniauth-github'</pre>
==== Usage ====
Adding the middleware to a Rails app in <code>config/initializers/omniauth.rb</code>:
<pre>Rails.application.config.middleware.use OmniAuth::Builder do
  provider :github, ENV['GITHUB_KEY'], ENV['GITHUB_SECRET']
end</pre>
==== Scopes ====
GitHub API v3 lets you set scopes to provide granular access to different types of data:
<pre>use OmniAuth::Builder do
  provider :github, ENV['GITHUB_KEY'], ENV['GITHUB_SECRET'], scope: "user,repo,gist"
end</pre>
More scope info is shown below:
{| class="wikitable"  style="font-size: 100%; text-align: left; width: auto;"
 
|-
! Name
! Description
 
|-
| <code>(no scope)</code>     
| Grants read-only access to public information (includes public user profile info, public repository info, and gists)
 
|-
| <code>user</code>
| Grants read/write access to profile info only. Note that this scope includes <code>user:email</code> and <code>user:follow</code>
 
|-
| <code>user:email</code>
| Grants read access to a user’s email addresses
 
|-
| <code>user:follow</code>
| Grants access to follow or unfollow other users
 
|-
| <code>public_repo</code>
| Grants read/write access to code, commit statuses, and deployment statuses for public repositories and organizations
 
|-
| <code>repo</code>
| Grants read/write access to code, commit statuses, and deployment statuses for public and private repositories and organizations
 
|-
| <code>repo_deployment</code>
| Grants access to deployment statuses for public and private repositories. This scope is only necessary to grant other users or services access to deployment statuses, without granting access to the code
 
|-
| <code>repo:status</code>
| Grants read/write access to public and private repository commit statuses. This scope is only necessary to grant other users or services access to private repository commit statuses without granting access to the code
 
|-
| <code>delete_repo</code>
| Grants access to delete adminable repositories
 
|-
| <code>notifications</code>
| Grants read access to a user’s notifications. repo also provides this access
 
|-
| <code>gist</code>
| Grants write access to gists
 
|-
| <code>read:repo_hook</code>
| Grants read and ping access to hooks in public or private repositories
 
|-
| <code>write:repo_hook</code>
| Grants read, write, and ping access to hooks in public or private repositories
 
|-
| <code>admin:repo_hook</code>
| Grants read, write, ping, and delete access to hooks in public or private repositories
 
|-
| <code>admin:org_hook</code>
| Grants read, write, ping, and delete access to organization hooks. Note: OAuth tokens will only be able to perform these actions on organization hooks which were created by the OAuth application. Personal access tokens will only be able to perform these actions on organization hooks created by a user
 
|-
| <code>read:org</code>
| Read-only access to organization, teams, and membership
 
|-
| <code>write:org</code>
| Publicize and unpublicize organization membership
 
|-
| <code>admin:org</code>
| Fully manage organization, teams, and memberships
 
|-
| <code>read:public_key</code>
| List and view details for public keys
 
|-
| <code>write:public_key</code>
| Create, list, and view details for public keys
 
|-
| <code>admin:public_key</code>
| Fully manage public keys
|}
 
=== More Examples ===
* [https://github.com/arunagw/omniauth-foursquare OmniAuth Foursquare ]
* [https://github.com/geoloqi/omniauth-geoloqi OmniAuth Geoloqi]
* [https://github.com/intridea/omniauth-identity OmniAuth Identity]
* [https://github.com/skorks/omniauth-linkedin OmniAuth Linkedin]
* [https://github.com/arunagw/omniauth-picplz OmniAuth Picplz]
* [https://github.com/intridea/omniauth-openid OmniAuth Openid]
 
== References ==
<references/>

Revision as of 19:48, 18 February 2015

Simple Form

Source: https://raw.githubusercontent.com/plataformatec/simple_form/master/simple_form.png/

Simple Form is a Ruby authentication framework aimed to integrated with various types of authentication providers. It can be hooked up to any system, from social network to enterprise systems to simple username and password authentication <ref>https://github.com/intridea/omniauth/wiki</ref>. OmniAuth is designed to be a black box to which you can send users' requests in order to get authentication information back from the providers. For example, you can use OmniAuth Facebook strategies and send user's email and password to Facebook service, and then get information back to authenticate that user in your application. OmniAuth has the advantages of super simplicity and security.

The topic writeup for this page can be found here.

Background

Why Simple Form

With web application booming..... Simple form has following advantages:

  • Simple
  • Powerful
  • Flexible
  • Secure

In order to use Omniauth for authentication, developers can create and leverage one or more strategies released individually as RubyGems from different providers for OmniAuth. Each strategy is a Rack Middleware.

Rack Middleware

Rack provides a standard interface for developing web applications supporting Ruby and Ruby framework. And Rack middleware is a way to filter a request and response coming into your application<ref>http://railscasts.com/episodes/151-rack-middleware</ref>. Rack has quite simple architecture:

  • An object that responds to the call method
  • Taking the environment hash as a parameter
  • Returning an Array with three elements: status code, environment hash and response body

We can install Rack with following command:

$ gem install rack

Then we're going to create a Rack configuration file with extension .ru in your Rails application's root directory. That tells Rack::Builder what middleware does it use and in which order. Or to say how to combine various internal and external middlewares to form a complete Rails Rack application<ref>http://guides.rubyonrails.org/rails_on_rack.html</ref>. Rack::Builder is Rails equivalent of ActionDispatch::MiddlewareStack.

#Rails.root/config.ru
require 'rack'

To use rackup to start up your created app, you can put the following code inside config.ru<ref>http://guides.rubyonrails.org/rails_on_rack.html</ref>. And then run rackup command:

require ::File.expand_path('../config/environment', __FILE__)
 
use Rails::Rack::Debugger
use Rack::ContentLength
run Rails.application
$ rackup config.ru

Creating a Middleware filter is just creating a Ruby class. Here is an simplest example:

# ResponseTimer.rb
class ResponseTimer
  def initialize(app)
    @app = app       
  end                

  def call(env)      
    @app.call(env)   
  end                
end                  

By binding HTTP requests and responses together in the simplest way, it unifies the API for web servers, web frameworks, and software into a single method call.

Rails also provides some simple configuration interface config.middleware for adding, modifying and removing middlewares in the middleware stack via application.rb or the environment configuration file environments/<environment>.rb. You can check out these methods by view Configuring Middleware Stack part of <ref>http://guides.rubyonrails.org/rails_on_rack.html</ref>.

Supported Ruby Versions

OmniAuth is tested under 1.8.7, 1.9.3, 2.0.0, 2.1.0, JRuby, and Rubinius.

Getting Start

Because each OmniAuth strategy is a Rack Middleware, this means it can be used the same way as other Rack middleware. Here we introduce some simple steps in order to illustrate how to use Twitter strategy for OmniAuth<ref>https://github.com/intridea/omniauth</ref>.

Installing

First start by adding this gem into your Gemfile:

gem 'omniauth-twitter'

If you need to use the latest HEAD version, you can do it with:

gem 'omniauth-twitter', :github => 'arunagw/omniauth-twitter'

Usage

Because OmniAuth is built for multi-provider authentication, you need to build multiple strategies. For this, the Rack middleware OmniAuth::Builder class gives an easy way to build up your list of OmniAuth strategies for use in your application.

Below is an example that you can put into a Rails initializer at config/initializers/omniauth.rb or add it to your middleware:

Rails.application.config.middleware.use OmniAuth::Builder do
  provider :developer unless Rails.env.production?
  provider :twitter, ENV['TWITTER_KEY'], ENV['TWITTER_SECRET']
end

You can create your twitter application here, after that, you can obtain TWITTER_KEY and TWITTER_SECRET as shown below:

Integrating OmniAuth into Rails Application

To use OmniAuth, you need to redirect users to /auth/:provider , where :provider is the name of the strategy (for example, facebook or twitter ). From there, OmniAuth will take over and take the user through the necessary steps to authenticate them with the chosen strategy.

Once the user has authenticated, OmniAuth simply set a special hash called Authentication Hash on Rack environment of a request to /auth/:provider/callback. This hash includes information about the user that OmniAuth collects from the utilized strategy. You should set up an endpoint in your application that matches to the callback URL and then performs whatever steps are necessary for your application.

For example, in a Rails app you can add a line in routes.rb file like this:

get '/auth/:provider/callback', to: 'sessions#create'

Then you can add code in SessionsController with something like this:

class SessionsController < ApplicationController
  def create
    @user = User.find_or_create_from_auth_hash(auth_hash)
    self.current_user = @user
    redirect_to '/'
  end

  protected

  def auth_hash
    request.env['omniauth.auth']
  end
end

The omniauth.auth key in the environment hash gives you the Authentication Hash which will contain information about the just authenticated user. The information includes a unique id, the strategy used for authentication, and personal details such as name and email address.

Note that OmniAuth does not perform any actions beyond setting some environment information on the callback request. It depends on how you want to implement the particulars of your application's authentication flow.

Logging

OmniAuth supports a configurable logger. By default, OmniAuth will log to STDOUT but you can configure this using OmniAuth.config.logger:

# Rails application example
OmniAuth.config.logger = Rails.logger

Other Examples

OmniAuth Facebook

Installing

To use Facebook OmniAuth Strateges<ref>https://github.com/mkdynamic/omniauth-facebook</ref>, first, add this gem into your Gemfile, and then run bundle install:

gem 'omniauth-facebook'

Usage

Adding the middleware to a Rails app in config/initializers/omniauth.rb:

Rails.application.config.middleware.use OmniAuth::Builder do
  provider :facebook, ENV['FACEBOOK_KEY'], ENV['FACEBOOK_SECRET']
end

Configuring

You can configure several options, which you pass in to the provider method via a Hash:

Option name Default Explanation
scope email A comma-separated list of permissions you want to request from the user. See the Facebook docs for a full list of available permissions
display page The display context to show the authentication page. Options are: page, popup and touch. Read the Facebook docs for more details
image_size square Set the size for the returned image url in the auth hash. Valid options include square (50x50), small (50 pixels wide, variable height), normal (100 pixels wide, variable height), or large (about 200 pixels wide, variable height). Additionally, you can request a picture of a specific size by setting this option to a hash with :width and :height as keys. This will return an available profile picture closest to the requested size and requested aspect ratio. If only :width or :height is specified, we will return a picture whose width or height is closest to the requested size, respectively.
info_fields Specify exactly which fields should be returned when getting the user's info. Value should be a comma-separated string as per <ref>https://developers.facebook.com/docs/graph-api/reference/user/</ref>
locale Specify locale which should be used when getting the user's info. Value should be locale string as per <ref>https://developers.facebook.com/docs/reference/api/locale/</ref>
auth_type Optionally specifies the requested authentication features as a comma-separated list <ref>https://developers.facebook.com/docs/facebook-login/reauthentication/</ref>. Valid values are https (checks for the presence of the secure cookie and asks for re-authentication if it is not present), and reauthenticate (asks the user to re-authenticate unconditionally). Default is nil.
secure_image_url false Set to true to use https for the avatar image url returned in the auth hash
callback_url /

callback_path

Specify a custom callback URL used during the server-side flow. Note this must be allowed by your app configuration on Facebook

For example, to request email, user_birthday and read_stream permissions:

Rails.application.config.middleware.use OmniAuth::Builder do
  provider :facebook, ENV['FACEBOOK_KEY'], ENV['FACEBOOK_SECRET'],
           :scope => 'email,user_birthday,read_stream'
end

OmniAuth GitHub

Install

To use GitHub OmniAuth Strateges<ref>https://github.com/intridea/omniauth-github</ref>, first, add this gem into your Gemfile, and then run bundle install:

gem 'omniauth-github'

Usage

Adding the middleware to a Rails app in config/initializers/omniauth.rb:

Rails.application.config.middleware.use OmniAuth::Builder do
  provider :github, ENV['GITHUB_KEY'], ENV['GITHUB_SECRET']
end

Scopes

GitHub API v3 lets you set scopes to provide granular access to different types of data:

use OmniAuth::Builder do
  provider :github, ENV['GITHUB_KEY'], ENV['GITHUB_SECRET'], scope: "user,repo,gist"
end

More scope info is shown below:

Name Description
(no scope) Grants read-only access to public information (includes public user profile info, public repository info, and gists)
user Grants read/write access to profile info only. Note that this scope includes user:email and user:follow
user:email Grants read access to a user’s email addresses
user:follow Grants access to follow or unfollow other users
public_repo Grants read/write access to code, commit statuses, and deployment statuses for public repositories and organizations
repo Grants read/write access to code, commit statuses, and deployment statuses for public and private repositories and organizations
repo_deployment Grants access to deployment statuses for public and private repositories. This scope is only necessary to grant other users or services access to deployment statuses, without granting access to the code
repo:status Grants read/write access to public and private repository commit statuses. This scope is only necessary to grant other users or services access to private repository commit statuses without granting access to the code
delete_repo Grants access to delete adminable repositories
notifications Grants read access to a user’s notifications. repo also provides this access
gist Grants write access to gists
read:repo_hook Grants read and ping access to hooks in public or private repositories
write:repo_hook Grants read, write, and ping access to hooks in public or private repositories
admin:repo_hook Grants read, write, ping, and delete access to hooks in public or private repositories
admin:org_hook Grants read, write, ping, and delete access to organization hooks. Note: OAuth tokens will only be able to perform these actions on organization hooks which were created by the OAuth application. Personal access tokens will only be able to perform these actions on organization hooks created by a user
read:org Read-only access to organization, teams, and membership
write:org Publicize and unpublicize organization membership
admin:org Fully manage organization, teams, and memberships
read:public_key List and view details for public keys
write:public_key Create, list, and view details for public keys
admin:public_key Fully manage public keys

More Examples

References

<references/>