Merge pull request #88 from stygianguest/patch-1
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@@ -18,48 +18,62 @@
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## Overview
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When adding an email, a phone number or any other kind of 3PID (Third-Party Identifier) in a Matrix client,
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the identity server is called to validate the 3PID.
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the identity server is contacted to validate the 3PID.
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To validate the 3PID the identity server sends a message to the 3PID (e.g. an
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email) with a hyperlink back to a web-page managed by the identity server to
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confirm ownership of the 3PID.
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Once this 3PID is validated, the Homeserver will publish the user Matrix ID on the Identity Server and
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add this 3PID to the Matrix account which initiated the request.
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## Purpose
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This serves two purposes:
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- Add the 3PID as an administrative/login info for the Homeserver directly
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- Publish, or *Bind*, the 3PID so it can be queried from Homeservers and clients when inviting someone in a room
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by a 3PID, allowing it to be resolved to a Matrix ID.
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## Federation
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Federation is based on the principle that one can get a domain name and serve services and information within that
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domain namespace in a way which can be discovered following a specific protocol or specification.
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In a federated set up, identity servers must cooperate to find the Matrix ID associated with a 3PID.
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In the Matrix eco-system, some 3PID can be federated (e.g. emails) while some others cannot (phone numbers).
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Also, Matrix users might add 3PIDs that would not point to the Identity server that actually holds the 3PID binding.
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Federation is based on the principle that each server is responsible for its own (dns) domain.
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Therefore only those 3PID can be federated that can be distinguished by their
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domain such as email addresses.
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Example: a user from Homeserver `example.org` adds an email `john@example.com`.
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Federated identity servers would try to find the identity server at `example.com` and ask it for the Matrix ID of associated with `john@example.com`.
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Nevertheless, Matrix users might add 3PIDs that are not associated to a domain, for example telephone numbers.
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Or they might even add 3PIDs associated to a different domain (such as an email address hosted by gmail).
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Such 3PIDs cannot be resolved in a federated way.
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Example: a user from Homeserver `example.org` adds an email `john@gmail.com`.
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If a federated lookup was performed, Identity servers would try to find the 3PID bind at the `gmail.com` server, and
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not `example.org`.
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To allow global publishing of 3PID bindings to be found anywhere within the current protocol specification, one would
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perform a *Remote session* and *Remote bind*, effectively starting a new 3PID session with another Identity server on
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In order to resolve such 3PIDs, i.e. 3PIDs that cannot be resolved in a Federated way, an identity server can be configured such that
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- 3PIDs that cannot be resolved locally or using federation, are fowarded to another global identity server.
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- registration of new 3PIDs that cannot be looked up in a federated fashion, is forwarded to another global identity server.
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By forwarding a 3PIDs registration the identity creates a *Remote session* and *Remote bind*, effectively starting a new 3PID session with another Identity server on
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behalf of the user.
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To ensure lookup works consistency within the current Matrix network, the central Matrix.org Identity Server should be
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used to store *remote* sessions and binds.
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On the flip side, at the time of writing, the Matrix specification and the central Matrix.org servers do not allow to
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remote a 3PID bind. This means that once a 3PID is published (email, phone number, etc.), it cannot be easily removed
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However, at the time of writing, the Matrix specification and the central Matrix.org servers do not allow to remote a 3PID bind.
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This means that once a 3PID is published (email, phone number, etc.), it cannot be easily removed
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and would require contacting the Matrix.org administrators for each bind individually.
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This poses a privacy, control and security concern, especially for groups/corporations that want to keep a tight control
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on where such identifiers can be made publicly visible.
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To ensure full control, validation management rely on two concepts:
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To ensure full control, validation management relies on two concepts:
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- The scope of 3PID being validated
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- The scope of 3PID sessions that should be possible/offered
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### 3PID scope
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3PID can either be scoped as local or remote.
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Local means that they can looked up using federation and that such federation call would end up on the local
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Local means that they can be looked up using federation and that such a federation call would end up on the local
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Identity Server.
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Remote means that they cannot be lookup using federation or that a federation call would not end up on the local
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Identity Server.
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@@ -139,7 +153,7 @@ session.policy.validation.forRemote:
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`session.policy.validation` is the core configuration to control what users configured to use your Identity server
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are allowed to do in terms of 3PID sessions.
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The policy is divided contains a global on/off switch for 3PID sessions using `.enabled`
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The policy has a global on/off switch for 3PID sessions using `.enabled`
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It is also divided into two sections: `forLocal` and `forRemote` which refers to the 3PID scopes.
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Each scope is divided into three parts:
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