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[weblabels.fsf.org.git] / crm.fsf.org / 20131203 / files / sites / all / modules-new / cas / README.txt
1 Introduction
2 ============
3
4 Central Authentication Services (CAS) is a commonly used Single Sign-On
5 protocol used by many universities and large organizations. For a brief
6 introduction, please see the Jasig website: http://www.jasig.org/cas/about
7
8 The Drupal CAS project has two modules:
9
10 * CAS:
11 Drupal acts as a CAS client, allowing users to authenticate with a
12 separate single sign-on CAS server.
13
14 * CAS Server:
15 Drupal acts as a CAS server.
16
17 Do NOT enable both modules at the same time, as it may lead to unpredictable
18 results.
19
20 The following README.txt covers the CAS module only. If you are interested in
21 the CAS Server module, please see README_SERVER.txt
22
23 Requirements
24 ============
25 PHP 5 with the following extensions:
26 curl, openssl, dom, zlib, and xml
27 phpCAS version 1.0.0 or later.
28
29 Installation
30 ============
31
32 * Place the cas folder in your Drupal modules directory.
33
34 * Download phpCAS from https://wiki.jasig.org/display/CASC/phpCAS. You will
35 need version 1.3.2 or later (1.3.3 for CAS 3.0 support). The most recent
36 release is available at http://downloads.jasig.org/cas-clients/php/current.tgz
37
38 * There are several locations you can install the phpCAS library.
39
40 1. Module directory installation. This means installing the library folder
41 under the modules directory, so that the file
42 sites/<site>/modules/cas/CAS/CAS.php exists.
43
44 2. System wide installation. See the phpCAS installation guide, currently at
45 https://wiki.jasig.org/display/CASC/phpCAS+installation+guide
46
47 3. Libraries API installation. Install and enable the Libraries API module,
48 available at http://drupal.org/project/libraries. Then extract phpCAS so
49 that sites/<site>/libraries/CAS/CAS.php exists. For example:
50 $ cd sites/all/libraries
51 $ curl http://downloads.jasig.org/cas-clients/php/current.tgz | tar xz
52 $ mv CAS-* CAS
53
54 * Go to Administer > Modules and enable this module.
55
56 * Go to Administer > Configuration > People > CAS to configure the CAS module.
57 Depending on where and how you installed the phpCAS library, you may need
58 to configure the path to CAS.php. The current library version will be
59 displayed if the library is found.
60
61 Configuration & Workflow
62 ========================
63
64 For the purposes of this example, assume the following configuration:
65 * https://auth.example.com/cas - Your organization's CAS server
66 * http://site.example.com/ - This Drupal site using the CAS module
67
68 Configure the CAS module:
69 * Log in to the Drupal site and navigate to Admin > Configuration > People >
70 Central Authentication Services.
71 * Point the CAS module at the CAS server:
72 - Hostname: auth.example.com
73 - Port: 443
74 - URI: /cas
75 * Configure user accounts:
76 - Decide if you want to automatically create Drupal user accounts for each
77 CAS-authenticated user. If you leave this option deselected, you will
78 have to manually add a paired Drupal account for every one of your users
79 in advance.
80 - Hide the Drupal password field if your users will never know (or need to
81 know) their Drupal password.
82 * Configure the login form(s):
83 - There are four ways that a user can start the CAS authentication
84 process:
85 1. Visit http://site.example.com/cas
86 This option is always available and is good for embedding a text
87 "Login" link in your theme. (See the note to themers below).
88
89 2. Click on a CAS Login menu link.
90 The menu item is disabled by default, but may be enabled in
91 Admin > Structure > Menus. You should find the link in the
92 "Navigation" menu.
93
94 3. Select the CAS login option on the Drupal login form.
95 The CAS login option needs to be added to the login form in the
96 CAS settings.
97
98 4. Use the CAS login block.
99 The CAS login block may be enabled in Admin > Structure > Blocks.
100
101 Note to Themers
102 ===============
103
104 You may want to include a text CAS "Login" link in your theme. If you simply
105 link to "/cas", you will find that your users are redirected to the site
106 frontpage after they are authenticated. To redirect your users to the page
107 they were previously on, instead use:
108
109 <?php
110 print l(t('Login'), 'cas', array('query' => drupal_get_destination()));
111 ?>
112
113 Upgrading from 6.x-2.x / Associating CAS usernames with Drupal users
114 =====================================================================
115
116 The following options have been depreciated:
117 * "Is Drupal also the CAS user repository?"
118 * "If Drupal is not the user repository, should CAS hijack users with the same name?"
119
120 The CAS module uses a lookup table (cas_user) to associate CAS usernames with
121 their corresponding Drupal user ids. The depreciated options bypassed this
122 lookup table and let users log in if their CAS username matched their Drupal
123 name. The update.php script has automatically inserted entries into the lookup
124 table so that your users will continue to be able to log in as before.
125
126 You can see the results of the update script and manage CAS usernames on the
127 "Administration >> People" (admin/people) page. A new column displays CAS
128 usernames, and the bulk operations drop-down includes options for rapidly
129 creating and removing CAS usernames. The "Create CAS username" option will
130 assign a CAS username to each selected account that matches their Drupal name.
131 The "Remove CAS usernames" option will remove all CAS usernames from the
132 selected accounts.
133
134 API Changes Since 6.x-2.x
135 =========================
136 The hooks hook_auth_name() and hook_auth_filter() were combined and renamed
137 to hook_cas_user_alter(). See cas.api.php.
138
139 Testing
140 =======
141 The CAS module comes with built-in test routines. To enable testing on a
142 development site, enable the 'Testing' module. Then navigate to Admin >
143 Configuration > Development > Testing. The CAS test routines are available
144 under "Central Authentication Service".
145
146 Note, the CAS test routines will automatically download phpCAS from the JASIG
147 website, to ensure a version compatible with the test routines, and so that
148 the tests may run successfully on qa.drupal.org.