In the last post I showed how it takes only 1 line of code to ensure that a web service client signs all messages with a UsernameToken by creating a send-side policy with the WSE 2.0 Security Settings Tool.  In this post I show the same feat can be achieved with an X509Token without writing a single line of code.  I also show how this functionality powers WSE's support for automatic secure conversation without having to write any code, something that blew me away the first time I saw it.

X509Tokens can be located through Policy and Config
In the last post I covered how the PolicyEnforcementOutputFilter checks the send-side policy when processing output messages through the Pipeline and attempts to find a matching token to fulfil the policy.  In the case of UsernameTokens, this means searching the SoapContext.Security.Tokens collection or looking in the PolicyEnforcementTokenCache (hence the one line of code).  However, with X509Tokens it is possible for WSE to locate the certificate without a single line of code.  The Security Settings Tool allows you to configure which X509 certificate you would like to use and stores an identifier for this key in the policy file.  This information is combined with the the <x509> element in the Microsoft.Web.Services2 config section handler that specifies which certificate store to find the token in.  So the combination of the policy file and the config file gives WSE enough information to find the correct X509 certificate without writing any security-related code within the service.

Policy saves code on the receive-side as well
Policy files can be used to save writing code on the receive-side as well.  On the receive-side the PolicyValidationInputFilter is used to validate that the incoming message meets the assertions defined in the policy file.  The policy file can perform checks such as whether the message is signed and/or encrypted with a specific token type or token as well as whether particular message parts have been signed.  If an incoming message does not satisfy these assertions then a security fault exception is raised before your service code is even executed.  As with send-side policy, the WSE 2.0 Security Settings Tool can help you author this policy, saving you from paying the XML angle bracket tax. 

The samples provided with WSE 2.0 have examples of solutions that rely on code and the same solutions using policy.  Comparing these solutions side-by-side highlights the many benefits of using policy instead of code to perform receive-side validation.  The first is that it keeps your service code much cleaner.  Second, it saves you having to remember to make the same calls at the start of each service.  Third, you can change your security configuration without having to recompile the code.

Putting it all together: automatic secure conversation
The best example I've seen of the power of no-code security through policy and configuration files is the support in WSE 2.0 for automatic secure conversation.  WSE supports the WS-SecureConversation specification that defines a SecurityContextToken that is a fast, light-weight security token that can provide message-level secure communication across multiple calls between a client and a service.  It's fast because it is based on a shared symmetric key, rather than an asymmetric key (which is over 1,000 times slower to process).  WS-SecureConversation builds upon WS-Trust which defines the notion of a Security Token Service that receives RequestSecurityToken messages and returns the issued SecurityContextToken as part of a RequestSecurityTokenResponse message.  WS-SecureConversation uses these mechanisms to request and retrieve the SecurityContextToken.  While all of this may sound a little complicated, it is possible to achieve all of this in WSE using the Security Settings Tool.  Using the ideas presented above, if you use X509Tokens then all of this can be achieved without writing any code.  This is the first demo I showed in my TechEd presentation.

Here's my take on how it performs this magic under the covers (feel free to chime in any time Hervey).  On the send-side, the PolicyEnforcementOutputFilter loads the policy file which specifies that all sent messages must be signed and encrypted with a SecurityContextToken.  I think that WSE makes an assumption that the web service can act as a SecurityTokenService and issue SecurityContextTokens (This is enabled on the service by adding the automaticSecureConversation element to the config file).  So when a SecurityContextToken assertion is found in the policy file WSE loads the SecurityContextTokenManager class and calls the LoadTokenFromSecurityTokenAssertion() method.  This method retrieves the tokens that will be used to sign the request before calling the RequestTokenFromIssuer() method that sends the RequestSecurityToken message and unpacks the SecurityContextToken from the RequestSecurityTokenResponse message sent back from the token issuer (which is often the same location as the service).  The PolicyEnforcmentOutputFilter then uses this SecurityContextToken to sign and encrypt the outgoing messages.

Phew, that certainly was a lot of digging with Reflector.  But it illustrates how powerful policy can be: you can request tokens from a token issuer and use them to sign and encrypt messages without writing a single line of code.  This blew me away the first time I saw it working (I didn't believe it until I saw the wire-level traces).  I pinged John Bristowe and Christian Weyer asking 'how does this work?  It seems like Magic but I know it can't be'.  When I thought about it more I realised that this was a demonstration of the power of the concepts such as aspect oriented programming or the Pipes and Filters pattern from Gregor Hohpe's Enterprise Integration Patterns.  More on this in a future post.

Making more of a good thing: custom policy assertions
As well as using the built-in WS-SecurityPolicy features that WSE enables with its Security Settings Tool, it is also possible to create your own custom policy assertions as John Bristowe has demonstrated.  Aaron Skonnard also has more about custom policy assertions.  WSE has great extensibility hooks that let you write code that uses your own policy assertions, allowing you to write validation code in one location that can be hooked into your service through the config file without having to reference it in your code.