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Improve documentation about CredentialsContainer
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Issue gh-15398
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Chu3laMan authored and sjohnr committed Nov 13, 2024
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10 changes: 6 additions & 4 deletions docs/modules/ROOT/pages/servlet/authentication/architecture.adoc
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By default, `ProviderManager` tries to clear any sensitive credentials information from the `Authentication` object that is returned by a successful authentication request.
This prevents information, such as passwords, being retained longer than necessary in the `HttpSession`.

> **Note:** The `CredentialsContainer` interface plays a critical role in the authentication process. It allows for the erasure of credential information once it is no longer needed, thereby enhancing security by ensuring sensitive data is not retained longer than necessary.

This may cause issues when you use a cache of user objects, for example, to improve performance in a stateless application.
If the `Authentication` contains a reference to an object in the cache (such as a `UserDetails` instance) and this has its credentials removed, it is no longer possible to authenticate against the cached value.
You need to take this into account if you use a cache.
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image:{icondir}/number_3.png[] If authentication fails, then __Failure__.

* The <<servlet-authentication-securitycontextholder>> is cleared out.
* `RememberMeServices.loginFail` is invoked.ƒ
* `RememberMeServices.loginFail` is invoked.
If remember me is not configured, this is a no-op.
See the javadoc:org.springframework.security.web.authentication.rememberme.package-summary[rememberme] package.
See the javadoc:org.springframework.security.web.authentication.rememberme.package-summary[] package.
* `AuthenticationFailureHandler` is invoked.
See the javadoc:org.springframework.security.web.authentication.AuthenticationFailureHandler[] interface.

image:{icondir}/number_4.png[] If authentication is successful, then __Success__.

* `SessionAuthenticationStrategy` is notified of a new login.
See the javadoc:org.springframework.security.web.authentication.session.SessionAuthenticationStrategy[] interface.
See the {security-api-url}org/springframework/security/web/authentication/session/SessionAuthenticationStrategy.html[`SessionAuthenticationStrategy`] interface.
* The <<servlet-authentication-authentication>> is set on the <<servlet-authentication-securitycontextholder>>.
Later, if you need to save the `SecurityContext` so that it can be automatically set on future requests, `SecurityContextRepository#saveContext` must be explicitly invoked.
See the javadoc:org.springframework.security.web.context.SecurityContextHolderFilter[] class.

* `RememberMeServices.loginSuccess` is invoked.
If remember me is not configured, this is a no-op.
See the javadoc:org.springframework.security.web.authentication.rememberme.package-summary[rememberme] package.
See the javadoc:org.springframework.security.web.authentication.rememberme.package-summary[] package.
* `ApplicationEventPublisher` publishes an `InteractiveAuthenticationSuccessEvent`.
* `AuthenticationSuccessHandler` is invoked.
See the javadoc:org.springframework.security.web.authentication.AuthenticationSuccessHandler[] interface.
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== Password Erasure

After successful authentication, it's a security best practice to erase credentials from memory to prevent them from being exposed to potential memory dump attacks. `ProviderManager` and most `AuthenticationProvider` implementations in Spring Security support this practice through the `eraseCredentials` method, which should be invoked after the authentication process completes.

=== Best Practices

. *Immediate Erasure*: Credentials should be erased immediately after they are no longer needed. This minimizes the window during which the credentials are exposed in memory.
. *Automatic Erasure*: Configure `ProviderManager` to automatically erase credentials post-authentication by setting `eraseCredentialsAfterAuthentication` to `true`.
. *Custom Erasure Strategies*: Implement custom erasure strategies in custom `AuthenticationProvider` implementations if the default erasure behavior does not meet specific security requirements.

=== Risk Assessment

Failure to properly erase credentials can lead to several risks:

. *Memory Access Attacks*: Attackers can access raw credentials from memory through exploits like buffer overflow attacks or memory dumps.
. *Insider Threats*: Malicious insiders with access to systems could potentially extract credentials from application memory.
. *Accidental Exposure*: In multi-tenant environments, lingering credentials in memory could accidentally be exposed to other tenants.

=== Implementation

[source,java]
----
public class CustomAuthenticationProvider extends AbstractUserDetailsAuthenticationProvider {
@Override
protected void additionalAuthenticationChecks(UserDetails userDetails,
UsernamePasswordAuthenticationToken authentication)
throws AuthenticationException {
// Perform authentication checks
if (!passwordEncoder.matches(authentication.getCredentials().toString(), userDetails.getPassword())) {
throw new BadCredentialsException(messages.getMessage(
"AbstractUserDetailsAuthenticationProvider.badCredentials",
"Bad credentials"));
}
// Erase credentials post-check
authentication.eraseCredentials();
}
}
----

By implementing these practices, organizations can significantly enhance the security of their authentication systems by ensuring that credentials are not left exposed in system memory.
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javadoc:org.springframework.security.core.userdetails.UserDetails[] is returned by the xref:servlet/authentication/passwords/user-details-service.adoc#servlet-authentication-userdetailsservice[`UserDetailsService`].
The xref:servlet/authentication/passwords/dao-authentication-provider.adoc#servlet-authentication-daoauthenticationprovider[`DaoAuthenticationProvider`] validates the `UserDetails` and then returns an xref:servlet/authentication/architecture.adoc#servlet-authentication-authentication[`Authentication`] that has a principal that is the `UserDetails` returned by the configured `UserDetailsService`.

== Credentials Management

Implementing the `CredentialsContainer` interface in classes that store user credentials, such as those extending or implementing `UserDetails`, is strongly recommended, especially in applications where user details are not cached. This practice enhances security by ensuring that sensitive data, such as passwords, are not retained in memory longer than necessary.

=== When to Implement CredentialsContainer

Applications that do not employ caching mechanisms for `UserDetails` should particularly consider implementing `CredentialsContainer`. This approach helps in mitigating the risk associated with retaining sensitive information in memory, which can be vulnerable to attack vectors such as memory dumps.

[source,java]
----
public class MyUserDetails implements UserDetails, CredentialsContainer {
private String username;
private String password;
// UserDetails implementation...
@Override
public void eraseCredentials() {
this.password = null; // Securely erase the password field
}
}
----

=== Implementation Guidelines

* *Immediate Erasure*: Credentials should be erased immediately after they are no longer needed, typically post-authentication.
* *Automatic Invocation*: Ensure that `eraseCredentials()` is automatically called by your authentication framework, such as `AuthenticationManager` or `AuthenticationProvider`, once the authentication process is complete.
* *Consistency*: Apply this practice uniformly across all applications to prevent security lapses that could lead to data breaches.

=== Beyond Basic Interface Implementation

While interfaces like `CredentialsContainer` provide a framework for credential management, the practical implementation often depends on specific classes and their interactions. For example, the `DaoAuthenticationProvider` class, adhering to the `AuthenticationProvider`'s contract, does not perform credential erasure within its own `authenticate` method.

Instead, it relies on `ProviderManager`—Spring Security's default implementation of `AuthenticationManager`—to handle the erasure of credentials and other sensitive data post-authentication. This separation emphasizes the principle that the authentication process itself should not assume the responsibility for credential management. It is worth noting that the `AuthenticationManager` API documentation specifies that the implementation should return "a fully authenticated object including credentials" via the `authenticate` method, underscoring the distinction between authentication and credential management.

Incorporating `CredentialsContainer` into your `UserDetails` implementation aligns with security best practices, reducing potential exposure to data breaches by minimizing the lifespan of sensitive data in memory.

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