Open Cloud Mesh

Introduction Open Cloud Mesh was initially conceived of in 2015 and has been deployed since 2016. OCM has been implemented by several platforms, including CERNBox, Nextcloud, OpenCloud, ownCloud, and Seafile. The goal of OCM is to provide a secure, scalable, and flexible infrastructure for securely sharing and collaborating on resources and has seen wide adoption, not least in the academic sector. The core idea of OCM is to make it simple for users to do the right thing. This is achieved by providing a protocol that abstracts away security and authentication details from the users to the servers acting on behalf of the users. Another important point of the protocol is the invitation mechanism that lets users connect over established human relationships and uses those connections to establish contact between their respective OCM servers.

Terms The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT", "SHOULD", "SHOULD NOT", "RECOMMENDED", "NOT RECOMMENDED", "MAY", and "OPTIONAL" in this document are to be interpreted as described in BCP 14 [RFC2119] [RFC8174] when, and only when, they appear in all capitals, as shown here. We define the following concepts, with some non-normative references to related concepts from OAuth [RFC6749] and elsewhere: Resource - The piece of data or interaction to which access is being granted, including but not limited to: a file or folder, a video call, a contact, a printer queue, etc. Remote Resource - A Resource provided by the Sending Server. Shared Resource - A Resource shared by an OCM Server, becoming a Remote Resource if accepted by the Invite Receiver OCM Server. Share - A policy rule stating that certain actors have specific access rights to a Resource; it MAY also refer to a record in a database representing this rule. Sending Party - A person or party who is authorized to create Shares; similar to "Resource Owner" in OAuth [RFC6749], identified by its OCM Address. Receiving Party - A person, group or party who is granted access to the Resource through the Share; similar to "Requesting Party / RqP" in OAuth-UMA, identified by its OCM Address. Share Creation Notification - A server-to-server request from the sending server to the receiving server, notifying the receiving server that a Share has been created. Sending Server - The server that: holds the Resource ("file server" or "Entreprise File Sync and Share (EFSS) server" role), provides access to it (by exposing at least one "API"), takes the decision to create the Share based on user interface gestures from the Sending Party (the "Authorization Server" role in OAuth [RFC6749]), takes the decision about authorizing attempts to access the Resource (the "Resource Server" role in OAuth [RFC6749]), sends out Share Creation Notifications when appropriate (see below). Receiving Server - The server that: receives Share Creation Notifications (see below), actively or passively notifies the receiving user or group of any incoming Share Creation Notification, acts as an API client, allowing the receiving user to access the Resource through an API (e.g., WebDAV [RFC4918]) of the sending server. Sending Gesture - A user interface interaction from the Sending Party to the Sending Server, conveying the intention to create a Share. Share Creation - The addition of a Share to the database state of the Sending Server, in response to a successful Sending Gesture or for another reason. Sharing User - A user providing access to a Resource through a Share. FQDN - Fully Qualified Domain Name, such as "cloud.example.com". OCM Server - A server that supports OCM. OCM API Discovery - Process of evaluating properties of a Remote Resource, after establishing contact with an OCM Server. Discovering Server - A server that tries to obtain information in OCM API Discovery. Discoverable Server - A server that tries to supply information in OCM API Discovery. OCM Address - identifies a user or group "at" an OCM Server. The OCM Address contains a server specific Party identifier, a host locating the OCM Server and an optional port. The OCM Address is not a URI as it does not have scheme and the identifier may contain reserved characters.

The identifier is an opaque, case-sensitive UTF-8 string. It is separated from the host by the last "@" in the OCM Address. It is possible to have multiple @-signs in a OCM-address, e.g. when an email address is the local part of the address like nomen.nescio@example.org@ocm.example.org. host is an IP literal encapsulated within square brackets, an IPv4 address in dotted decimal form, or a registered name as described in [RFC3986].

The optional port subcomponent can be used to specify a port to use for discovery (see Discovery Process). The OCM Server MUST be discoverable at the given host and optional port via the Well-Known [RFC8615] path /.well-known/ocm. The OCM Address MUST NOT contain a path. OCM Notification - A message from the Receiving Server to the Sending Server or vice versa, using the OCM Notifications endpoint. Invite Message - Out-of-band message used to establish contact between parties and servers in the Invite Flow, containing an Invite Token (see below) and the Invite Sender's OCM Address. Invite Sender - The party sending an Invite, identified by its OCM Address. Invite Receiver - The party receiving an Invite, identified by its OCM Address. Invite Sender OCM Server - The server holding an address book used by the Invite Sender, to which details of the Invite Receiver are to be added. Invite Receiver OCM Server - The server holding an address book used by the Invite Receiver, to which details of the Invite Sender are to be added. Invite Token - A hard-to-guess string used in the Invite Flow, generated by the Invite Sender OCM Server and linked uniquely to the Invite Sender's OCM Address. Invite String - A base64 encoded string containing an Invite Token and the FQDN of an Invite Sender OCM Server joined by an @-sign. Invite Creation Gesture - Gesture from the Invite Sender to the Invite Sender OCM Server, resulting in the creation of an Invite Token. Invite Acceptance Gesture - Gesture from the Invite Receiver to the Invite Receiver OCM Server, supplying the Invite Token as well as the OCM Address of the Invite Sender, effectively allowlisting the Invite Sender OCM Server for sending Share Creation Notifications to the Invite Receiver OCM Server. Invite Acceptance Request - API call from the Invite Receiver OCM Server to the Invite Sender OCM Server, supplying the Invite Token as well as the OCM Address of the Invite Receiver, effectively allowlisting the Invite Sender OCM Server for sending Share Creation Notifications to the Invite Receiver OCM Server. Invite Acceptance Response - HTTP response to the Invite Acceptance Request. Share Name - A human-readable string, provided by the Sending Party or the Sending Server, to help the Receiving Party understand which Resource the Share grants access to. Share Permissions - protocol-specific allowances granted to the Receiving Party on the modes of accessing the Resource. Share Requirements - Protocol-specific restrictions on the modes of accessing the Resource. Trusted Server - An OCM Server that is considered trustworthy by another OCM Server, based on out-of-band information, federation membership or prior interactions, SHOULD be recorded in an internal registry of trusted servers, that SHOULD be updated over time based on new information. The registry SHOULD include the FQDN of the trusted server and the Public Key used for HTTP Signatures. It MAY also include additional metadata such as the inviteAcceptDialog URL or supported capabilities. WAYF Page - A Where-Are-You-From page is a discovery service used to identify the OCM Server of an Invite Receiver. Directory Service - A third-party service that exposes a list of trusted OCM Servers.

General Flow The lifecycle of an Open Cloud Mesh Share starts with prerequisites such as establishing trust, establishing contact, and OCM API Discovery. Then the share creation involves the Sending Party making a Sending Gesture to the Sending Server, the Sending Server carrying out the actual Share Creation, and the Sending Server sending a Share Creation Notification to the Receiving Server. After this, the Receiving Server MAY notify the Receiving Party and/or the Sending Server, and will act as an API client through which the Receiving Party can access the Resource. The Receiving Party or the Sending Party MAY then update or delete the Share: the respective Server MAY send a Notification to the other party about the change.

Establishing Contact Before the Sending Server can send a Share Creation Notification to the Receiving Server, it MUST establish the Receiving Party's OCM Address (containing the Receiving Server's FQDN, and the Receiving Party's identifier), among other things. Some steps may preceed the Sending Gesture, allowing the Sending Party to establish (with some level of trust) the OCM Address of the Receiving Party. In other cases, establishing the OCM Address of the Receiving Party happens as part of the Sending Gesture.

Direct Entry The simplest way for this is if the Receiving Party shares their OCM Address with the Sending Party through some out-of-band means, and the Sending Party enters this string into the user interface of the Sending Server, by means of typing or pasting into an HTML form, or clicking a link to a URL that includes the string in some form.

Address books The Sending Server MAY offer the Sending Party an address book tool, where OCM Addresses can be stored over time in a labeled and/or searchable way. This decouples the act by which the OCM Address string is passed into the Sending Server's database from the selection of the Receiving Party in preparation for Share Creation.

Public Link Flow An interface for anonymously viewing a Resource on the Sending Server MAY allow any internet user to type or paste an OCM address into an HTML form, as a Sending Gesture. This means that the Sending Party and the Receiving Party could be the same person, so contact between them does not need to be explicitly established.

Public Invite Flow Similarly, an interface on the Sending Server MAY allow any internet user to type or paste an OCM address into an HTML form, as a Sending Gesture for a given Resource, without itself providing a way to access that particular Resource. A link to this interface could then for instance be shared on a mailing list, allowing all subscribers to effectively request access to the Resource by making a Sending Gesture to the Sending Server with their own OCM Address.

Invite Flow

Rationale Many methods for establishing contact allow unsolicited contact with the prospective Receiving Party whenever that party's OCM Address is known. The Invite Flow requires the Receiving Party to explicitly accept it before it can be used, which establishes bidirectional trust between the two parties involved. OCM Servers MAY enforce a policy to only accept Shares between such trusted contacts, or MAY display a warning to the Receiving Party when a Share Creation Notification from an unknown Sending Party is received

Steps the Invite Sender OCM Server generates a unique Invite Token and helps the Invite Sender to create the Invite Message the Invite Sender uses some out-of-band communication to send the Invite Message, containing the Invite Token and the Invite Sender OCM Server FQDN, to the Invite Receiver the Invite Receiver navigates to the Invite Receiver OCM Server and makes the Invite Acceptance Gesture. This step MAY be facilitated if the Invite Sender OCM Server implements a WAYF Page, such that the Invite Message would include a link to it for the Invite Receiver to navigate to: the Invite Receiver would then be able to indicate their OCM Server and proceed with the Invite Acceptance Gsture without manually copying the Invite Token. the Invite Receiver OCM Server discovers the OCM API of the Invite Sender OCM Server using generic OCM API Discovery (see section below) the Invite Receiver OCM Server sends the Invite Acceptance Request to the Invite Sender OCM Server

Invite Acceptance Request Details Whereas the precise syntax of the Invite Message and the Invite Acceptance Gesture will differ between implementations, the Invite Acceptance Request SHOULD be a HTTP POST request: to the /invite-accepted path in the Invite Sender OCM Server's OCM API using application/json as the Content-Type HTTP request header its request body containing a JSON document representing an object with the following string fields: REQUIRED: recipientProvider - FQDN of the Invite Receiver OCM Server. REQUIRED: token - The Invite Token. The Invite Sender OCM Server SHOULD recall which Invite Sender OCM Address this token was linked to. REQUIRED: userID - The Invite Receiver's identifier at their OCM Server. REQUIRED: email - Non-normative / informational; an email address for the Invite Receiver. Not necessarily at the same FQDN as their OCM Server. REQUIRED: name - Human-readable name of the Invite Receiver, as a suggestion for display in the Invite Sender's address book using TLS using httpsig [RFC9421] The Invite Receiver OCM Server SHOULD apply its own policies for trusting the Invite Sender OCM Server before making the Invite Acceptance Request. Since the Invite Flow does not require either Party to type or remember the userID, this string does not need to be human-memorable. Even if the Invite Receiver has a memorable username at the Invite Receiver OCM Server, this userID that forms part of their OCM Address does not need to match it. Also, a different userID could be given out to each contact, to avoid correlation of identities. If the Invite Sender OCM Server implements a WAYF Page, such a page MAY include a fixed list of servers, in addition to, or instead of, a free-text input where any OCM Server can be entered. This is especially useful if the Invite Sender is part of a federation of associated OCM Servers. In order to populate the list of associated OCM Servers, the Invite Sender's server MAY make use of a Directory Service, which is expected to follow the specification detailed in Appendix C. Implementors that provide a WAYF Page SHOULD make the URL for the API endpoint of such a Directory Service configurable, allowing the OCM Server to be part of a network of associated OCM Servers. The configuration mechanism MAY allow an OCM Server to be part of multiple networks, thus displaying a union of multiple lists in its WAYF Page.

Invite Acceptance Response Details The Invite Acceptance Response SHOULD be a HTTP response: in response to the Invite Acceptance Request using application/json as the Content-Type HTTP response header its response body containing a JSON document representing an object with the following string fields: REQUIRED: userID - the Invite Sender's identifier at their OCM Server REQUIRED: email - non-normative / informational; an email address for the Invite Sender. Not necessarily at the same FQDN as their OCM Server REQUIRED: name - human-readable name of the Invite Sender, as a suggestion for display in the Invite Receiver's address book A 200 response status means the Invite Acceptance Request was successful. A 400 response status means the Invite Token is invalid or does not exist. A 403 response status means the Invite Receiver OCM Server is not trusted to accept this Invite. A 409 response status means the Invite was already accepted. The Invite Sender OCM Server SHOULD verify the HTTP Signature on the Invite Acceptance Request and apply its own policies for trusting the Invite Receiver OCM Server before processing the Invite Acceptance Request and sending the Invite Acceptance Response. As with the userID in the Invite Acceptance Request, the one in the Response also doesn't need to be human-memorable, doesn't need to match the Invite Sender's username at their OCM Server.

Addition into address books Following these step, both servers MAY display the name of the other party as a trusted or allowlisted contact, and enable selecting them as a Receiving Party. OCM Servers MAY enforce a policy to only accept Share Creation Notifications from such trusted contacts, or MAY display a warning to users when a Share Creation Notification from an unknown party is received. Both servers MAY also allowlist each other as a server with which at least one of their users wishes to interact. In addition, if the identity provider of either server supports the registration of external users, it may happen that the just received email contact from the other party matches an external user already known in the local identity provider, and therefore already present in the address book. In such a case, implementers MAY support linking of the two identities belonging to that same user, so that when a Share Creation gesture is made to that recipient, both a regular share and an OCM Share Creation Notification are issued. Note that Invites act symmetrically, so once contact has been established, both the Invite Sender and the Invite Receiver MAY take on either the Sending Party or the Receiving Party role in subsequent Share Creation events. Both parties MAY delete the other party from their address book at any time without notifying them.

Invite format To accept an invite, two pieces of information are required: a token and a provider. There are two recognized formats: Invite string format: A base64-encoded string containing the token and the provider’s FQDN, joined by an @ sign. Example: If the token is a55a966e-15c1-4cb9-a39d-4e4c54399baf and the provider is my-cloud-storage.org, the combined string is a55a966e-15c1-4cb9-a39d-4e4c54399baf@my-cloud-storage.org, which when base64-encoded becomes YTU1YTk2NmUtMTVjMS00Y2I5LWEzOWQtNGU0YzU0Mzk5YmFmQG15LWNsb3VkLXN0b 3JhZ2Uub3Jn. When parsing an invite string, implementors must base64-decode it, then split on the last @ sign, taking care to allow multiple @ characters in the token part. Link format: If the inviting OCM Server supports a WAYF page, the invite may be provided as a link with the token as a request parameter. Example: https://my-cloud-storage.org/wayf?token= a55a966e-15c1-4cb9-a39d-4e4c54399baf Implementations MUST be able to accept invites in the invite string format. This format is considered canonical. The link format is only useful if the Receiving OCM Server exposes the inviteAcceptDialog in its Discovery endpoint. Implmentations SHOULD support the link format when they implement a WAYF Page that leverages those inviteAcceptDialog targets.

Security Advantages It is important to underscore the value of the Invite in this scenario, as it provides four important security advantages. First of all, if the Receiving Server blocks Share Creation Notifications from Sending Parties who are not in the address book of the Receiving Party, then this protects the Receiving Party from receiving unsolicited Shares. An attacker could still send the Receiving Party an unsolicited Share, but they would first need to convince the Receiving Party through an out-of-band communication channel to accept their invite. In many use cases, the Receiving Party has had other forms of contact with the Sending Party (e.g., in-person or email back-and-forth). The out-of-band Invite Message thus leverages the filters and context which the Receiving Party may already benefit from in that out-of-band communication. For instance, a careful Receiving Party MAY choose to only accept Invites that reach them via a private or moderated messaging platform. Second, when the Receiving Party accepts the Invite, the Receiving Server knows that the Sending Server they are about to interact with is trusted by the Sending Party, which in turn is trusted by the Receiving Party, which in turn is trusted by them. In other words, one of their users is requesting the allowlisting of a server they wish to interact with, in order to interact with a party they know out-of-band. This gives the Receiving Server reason to put more trust in the Sending Server than it would put into an arbitrary internet-hosted server. Third, equivalently, the Sending Server knows it is essentially registering the Receiving Server as an API client at the request of the Receiving Party, to whom the right to request this has been traceably delegated by the Sending Party, which is one of its registered users. Fourth, related to the second one, it removes the partial 'open relay' problem that exists when the Sending Server is allowed to include any Receiving Server FQDN in the Sending Gesture. Without the use of Invites, a Distributed Denial of Service attack could be organised if many internet users collude to flood a given OCM Server with Share Creation Notifications which will be hard to distinguish from legitimate requests without human interaction. An unsolicited (invalid) Invite Acceptance Request is much easier to filter out than an unsolicited (possibly valid, possibly invalid) Share Creation Notification Request, since the Invite Acceptance Request needs to contain an Invite Token that was previously uniquely generated at the Invite Sender OCM server.

OCM API Discovery

Introduction After establishing contact as discussed in the previous section, the Sharing User MAY send the Share Creation Gesture to the Sending Server. The Sharing User MUST provide the following information: Resource to be shared Protocol to be offered for access Sending Party's identifier Receiving Party's identifier Receiving Server FQDN OPTIONAL: Share Requirements OPTIONAL: Share Name OPTIONAL: Share Permissions The next step is for the Sending Server to additionally discover: if the Receiving Server is trusted if the Receiving Server supports OCM if so, which version and with which optional functionality at which URL the public key the Receiving Server will use for HTTP Signatures (if any) The Sending Server MAY first perform denylist and allowlist checks on the FQDN. If a finite allowlist of Receiving Servers exists on the Sending Server side, then this list MAY already contain all necessary information. If the FQDN passes the denylist and/or allowlist checks, but no details about its OCM API are known, the Sending Server can use the following process to try to fetch this information from the Receiving Server. This process MAY be influenced by a VPN connection and/or IP allowlisting. When OCM API Discovery can occur in preparation of a Share Creation Notification, the Sending Server takes on the 'Discovering Server' role and the Receiving Server plays the role of 'Discoverable Server'.

Process At the start of the process, the Discovering Server has either an OCM Address, or just an FQDN from for instance the recipientProvider field of an Invite Acceptance Request. Step 1: In case it has an OCM Address, it SHOULD first extract <fqdn> from it (the part after the last @ sign). Step 2: The Discovering Server SHOULD attempt OCM API Discovery via a HTTP GET request to https://<fqdn>/.well-known/ocm. Step 3: If that results in a valid HTTP response with a valid JSON response body within reasonable time, go to step 7. Step 4: If not, try a HTTP GET with https://<fqdn>/ocm-provider as the URL instead. Step 5: If that results in a valid HTTP response with a valid JSON response body within reasonable time, go to step 7. Step 6: If not, fail. Implementations MAY fallback to HTTP instead of HTTPS in testing setups and retry steps 2-5, in particular when an optional port is given in the address. Step 7: The JSON response body is the data that was discovered.

Fields The JSON response body offered by the Discoverable Server SHOULD contain the following information about its OCM API: REQUIRED: enabled (boolean) - Whether the OCM service is enabled at this endpoint REQUIRED: apiVersion (string) - The OCM API version this endpoint supports. Example: "1.2.2" REQUIRED: endPoint (string) - The URI of the OCM API available at this endpoint. Example: "https://my-cloud-storage.org/ocm" OPTIONAL: provider (string) - A friendly branding name of this endpoint. Example: "MyCloudStorage" REQUIRED: resourceTypes (array) - A list of all resource types this server supports in both the Sending Server role and the Receiving Server role, with their access protocols. Each item in this list MUST itself be an object containing the following fields: name (string) - A supported resource type (file, calendar, contact, ...). Implementations MUST offer support for at least one resource type, where file is the commonly supported one. Each resource type is identified by its name: the list MUST NOT contain more than one resource type object per given name. shareTypes (array of string) - The supported recipient share types. MUST contain "user" at a minimum, plus optionally "group" and "federation". Example: ["user"] protocols (object) - The supported protocols for accessing Shared Resources of this type. Implementations that offer file Resources MUST support at least webdav, any other combination of Resources and protocols is optional. Example: json { "webdav": "/remote/dav/ocm/", "webapp": "/app/ocm/", "talk": "/apps/spreed/api/" } Fields: webdav (string) - The top-level WebDAV [RFC4918] path at this endpoint. In order to access a Remote Resource, implementations MAY use this path as a prefix, or as the full path (see sharing examples). webapp (string) - The top-level path for web apps at this endpoint. This value is provided for documentation purposes, and it SHOULD NOT be intended as a prefix for share requests. datatx (string) - The top-level path used for data transfers. This value is provided for documentation purposes, and it SHOULD NOT be intended as a prefix. In addition, implementations are expected to execute the transfer using WebDAV [RFC4918] as the wire protocol. Any additional protocol supported for this Resource type MAY be advertised here, where the value MAY correspond to a top-level URI to be used for that protocol. OPTIONAL: capabilities (array of string) - The optional capabilities supported by this OCM Server. As implementations MUST accept Share Creation Notifications to be compliant, it is not necessary to expose that as a capability. Example: ["receive-code", "webdav-uri"]. The array MAY include for instance: _ "enforce-mfa" - to indicate that this OCM Server can apply a Sending Server's MFA requirements for a Share on their behalf. _ "webdav-uri" - to indicate that this OCM Server can append a relative URI to the path listed for WebDAV [RFC4918] in the appropriate resourceTypes entry "protocol-object" - to indicate that this OCM Server can receive a Share Creation Notification whose protocol object contains one property per supported protocol instead of containing the standard name and options properties. _ "invites" - to indicate the server would support acting as an Invite Sender or Invite Receiver OCM Server. This might be useful for suggesting to a user that existing contacts might be upgraded to the more secure (and possibly required) invite flow. _ "receive-code" - to indicate that this OCM Server can receive a code as part of a Share Creation Notification, and exchange it for a bearer token at the Sending Server's /token API endpoint. _ "invite-wayf" - to indicate that this OCM Server exposes a WAYF Page to facilitate the Invite flow. OPTIONAL: criteria (array of string) - The criteria for accepting a Share Creation Notification. As all Receiving Servers SHOULD require the use of TLS in API calls, it is not necessary to expose that as a criterium. Example: ["http-request-signatures", "code"]. The array MAY include for instance: _ "http-request-signatures" - to indicate that API requests without http signatures will be rejected. _ "code" - to indicate that API requests without code will be rejected (i.e. the sharedSecret in the protocol details will be ignored). _ "denylist" - some servers MAY be blocked based on their IP address _ "allowlist" - unknown servers MAY be blocked based on their IP address * "invite" - an invite MUST have been exchanged between the sender and the receiver before a Share Creation Notification can be sent OPTIONAL: publicKey (object) - The signatory used to sign outgoing request to confirm its origin. The signatory is optional, but if present, it MUST contain two string fields, id and publicKeyPem. properties: REQUIRED keyId (string) unique id of the key in URI format. The hostname set the origin of the request and MUST be identical to the current discovery endpoint. Example: https://my-cloud-storage.org/ocm#signature REQUIRED publicKeyPem (string) - PEM-encoded version of the public key. Example: "----BEGIN PUBLIC KEY----\n...\n----END PUBLIC KEY----\n" OPTIONAL: inviteAcceptDialog (string) - URL path of a web page where a user can accept an invite, when query parameters "token" and "providerDomain" are provided. Implementations that offer the "invites" capability SHOULD provide this URL as well in order to enhance the UX of the Invite Flow. If for example "/index.php/apps/sciencemesh/accept" is specified here then a WAYF Page SHOULD redirect the end-user to /index.php/apps/sciencemesh/accept?token=zi5kooKu3ivohr9a&providerDomain=example.com.

Share Creation Notification To create a Share, the Sending Server SHOULD make a HTTP POST request to the /shares path in the Receiving Server's OCM API using application/json as the Content-Type HTTP request header its request body containing a JSON document representing an object with the fields as described below using TLS using httpsig [RFC9421]

Fields REQUIRED shareWith (string) OCM Address of the user, group or federation the provider wants to share the Resource with. This MUST be known in advance, either via a previous Invitation or through other means. Example: "51dc30ddc473d43a6011e9ebba6ca770@geant.org" REQUIRED name (string) Name of the Resource (file or folder). Example: "resource.txt" OPTIONAL description (string) Optional description of the Resource (file or folder). Example: "This is the Open API Specification file (in YAML format) of the Open Cloud Mesh API." REQUIRED providerId (string) Opaque value to identify the Shared Resource at the provider side. This MUST be unique per Resource and per share, such that multiple shares of a given Resource are guaranteed to get different values. Example: 7c084226-d9a1-11e6-bf26-cec0c932ce01 REQUIRED owner (string) - OCM Address of the user who owns the Resource. Example: "6358b71804dfa8ab069cf05ed1b0ed2a@apiwise.nl" REQUIRED sender (string) - OCM Address of the user that wants to share the Resource. Example: "527bd5b5d689e2c32ae974c6229ff785@apiwise.nl" OPTIONAL ownerDisplayName (string) Display name of the owner of the Resource Example: "Dimitri" OPTIONAL senderDisplayName (string) Display name of the user that wants to share the Resource Example: "John Doe" REQUIRED shareType (string) SHOULD have a value of "user", "group", or "federation", to indicate that the first part of the shareWith OCM Address refers to a Receiving Party who is a single user of the Receiving Server, a group of users at the Receiving Server, or a group of users that spans multiple OCM Servers belonging to a federation as exposed by a Directory Service, including at least one user at the Receiving Server. In the federation case, OCM Servers MAY resolve the actual recipients by either querying external AAI systems, or exchanging the groups' metadata between themselves. Such exchange is out of scope for this version of the this specification. Alternatively, the Receiving Server MAY hold the federated groups' metadata and act as an OCM proxy, forwarding the OCM requests to the actual members of the federation. REQUIRED resourceType (string) Resource type (file, folder, calendar, contact, ...). If the Resource is a folder, implementations SHOULD advertise it as folder rather than file, in order to streamline the processing by the Receiving Server. OPTIONAL expiration (integer) The expiration time for the OCM share, in seconds of UTC time since Unix epoch. If omitted, it is assumed that the share does not expire. OPTIONAL code (string) A nonce to be exchanged for a (potentially short-lived) bearer token at the Sending Server's /token endpoint. REQUIRED protocol (object) JSON object with specific options for each protocol. The supported protocols are: - webdav, to access the data - webapp, to access remote web applications - datatx, to transfer the data to the remote endpoint.

If multi is given, one or more protocol endpoints are expected to be defined according to the optional properties specified below. Otherwise, at least webdav is expected to be supported, and its options MAY be given in the opaque options payload for compatibility with v1.0 implementations (see examples). Note though that this format is deprecated. Warning: client implementers should be aware that v1.1 servers MAY support both webdav and multi, but v1.0 servers MAY only support webdav. Protocol details for webdav MAY contain: REQUIRED uri (string) A URI to access the Remote Resource. The URI SHOULD be relative, in which case the prefix exposed by the /.well-known/ocm endpoint MUST be used. Absolute URIs are deprecated. OPTIONAL sharedSecret (string) - REQUIRED if no code field is given for the Share as a whole (see above). An optional secret to be used to access the Resource, such as a bearer token. To prevent leaking it in logs it MUST NOT appear in any URI. OPTIONAL permissions (array of strings) - The permissions granted to the sharee. A subset of: - read allows read-only access including download of a copy. - write allows create, update, and delete rights on the Resource. - share allows re-share rights on the Resource. OPTIONAL requirements (array of strings) - The requirements that the sharee MUST fulfill to access the Resource. A subset of: - mfa-enforced requires the consumer to be MFA-authenticated. This MAY be used if the recipient provider exposes the enforce-mfa capability. - use-code requires the consumer to exchange the given code via a signed HTTPS request. This MAY be used if the recipient provider exposes the receive-code capability. Protocol details for webapp MAY contain: REQUIRED uri (string) A URI to a client-browsable view of the Shared Resource, such that users MAY use the web applications available at the site. The URI SHOULD be relative, in which case the prefix exposed by the /.well-known/ocm endpoint MUST be used. Absolute URIs are deprecated. REQUIRED viewMode (string) The permissions granted to the sharee. A subset of: - view allows access to the web app in view-only mode. - read allows read and download access via the web app. - write allows full editing rights via the web app. OPTIONAL sharedSecret (string) An optional secret to be used to access the remote web app, for example in the form of a bearer token. Protocol details for datatx MAY contain: REQUIRED srcUri (string) A URI to access the Remote Resource. The URI SHOULD be relative, in which case the prefix exposed by the /.well-known/ocm endpoint MUST be used. Absolute URIs are deprecated. OPTIONAL sharedSecret (string) An optional secret to be used to access the Resource, for example in the form of a bearer token. To prevent leaking it in logs it MUST NOT appear in any URI. OPTIONAL size (integer) The size of the file to be transferred from the sending server.

Decision to Discard The Receiving Server MAY discard the notification if any of the following hold true: the HTTP Signature is missing but the Sending Server does expose a keypair discoverable from the FQDN part of the sender field in the request body the HTTP Signature is missing the HTTP Signature is not valid no keypair is trusted or discoverable from the FQDN part of the sender field in the request body the keypair used to generate the HTTP Signature doesn't match the one trusted or discoverable from the FQDN part of the sender field in the request body the Sending Server is denylisted the Sending Server is not allowlisted the Sending Party is not trusted by the Receiving Party (e.g., no Invite was exchanged and/or the Sending Party's OCM Address does not appear in the Receiving Party's address book) the Receiving Server is unable to act as an API client for (any of) the protocol(s) listed for accessing the Resource an initial check shows that the Resource cannot successfully be accessed through (any of) the protocol(s) listed

Receiving Party Notification If the Share Creation Notification is not discarded by the Receiving Server, they MAY notify the Receiving Party passively by adding the Share to some inbox list, and MAY also notify them actively through for instance a push notification or an email message. They could give the Receiving Party the option to accept or reject the share, or add the share automatically and only send an informational notification that this happened.

Share Acceptance Notification In response to a Share Creation Notification, the Receiving Server MAY discover the OCM API of the Sending Server, starting from the <fqdn> part of the sender field in the Share Creation Notification. If the OCM API of the Sending Server is successfully discovered, the Receiving Server MAY make a HTTP POST request to the /notifications path in the Sending Server's OCM API using application/json as the Content-Type HTTP request header its request body containing a JSON document representing an object with the fields as described below using TLS using httpsig [RFC9421]

Fields REQUIRED notificationType (string) - in a Share Acceptance Notification it MUST be one of: 'SHARE_ACCEPTED' 'SHARE_DECLINED' REQUIRED providerId (string) - copied from the Share Creation Notification for the Share this notification is about OPTIONAL resourceType (string) - copied from the Share Creation Notification for the Share this notification is about OPTIONAL notification (object) - optional additional parameters, depending on the notification and the resource type For example, a notification MAY be sent by a recipient to let the provider know that the recipient declined a share. In this case, the provider site MAY mark the share as declined for its user(s). Similarly, it MAY be sent by a provider to let the recipient know that the provider removed a given share, such that the recipient MAY clean it up from its database. A notification MAY also be sent to let a recipient know that the provider removed that recipient from the list of trusted users, along with any related share. The recipient MAY reciprocally remove that provider from the list of trusted users, along with any related share. Notifications from Sending Server to Receiving Server SHOULD use httpsig [RFC9421] so the Receiving Server can authenticate the origin of the notification. Receiving Servers SHOULD decline notifications from Sending Servers without httpsig as it can't identify where the notification is coming from.

Receiving Party Notification If the Share Creation Notification is not discarded by the Receiving Server, they MAY notify the Receiving Party passively by adding the Share to some inbox list, and MAY also notify them actively through for instance a push notification or an email message. They could give the Receiving Party the option to accept or reject the Share, or add the Share automatically and only send an informational notification that this happened.

Resource Access To access the Resource, the Receiving Server MAY use multiple ways, depending on the body of the Share Creation Notification. The procedure is as follows: The receiver MUST extract the OCM Server FQDN from the sender field of the received share, and MUST query the Discovery endpoint at that address: the resourceTypes[0].protocols.webdav value is the <sender-ocm-path> to be used in step 3. If code is not empty, the receiver SHOULD make a signed POST request to the /token path inside the Sending Server's OCM API, to exchange the code for a short-lived bearer token, and then use that bearer token to access the Resource. If protocol.name = webdav, the receiver SHOULD inspect the protocol.options property. If it contains a sharedSecret, as in the legacy example, then the receiver SHOULD make a HTTP PROPFIND request to https://<sharedSecret>:@<sender-host><sender-ocm-path>. Note that this access method, based on Basic Auth, is deprecated and may be removed in a future release of the Protocol. Otherwise, if protocol.name = multi, the receiver MUST inspect the protocol.webdav.uri property: if it's a complete URI, the receiver MUST make a HTTP PROPFIND request against it to access the Remote Resource. If it only contains an identifier <key>, the receiver MUST make a HTTP PROPFIND request to https://<sender-host><sender-ocm-path>/<key> in order to access the Remote Resource. Additionally, the receiver MUST pass an Authorization: bearer header with either the short-lived bearer token obtained in step 2, if applicable, or the protocol.webdav.sharedSecret value. In all cases, in case the Shared Resource is a folder and the Receiving Server accesses a Resource within that shared folder, it SHOULD append its relative path to that URL. In other words, the Sending Server SHOULD support requests to URLs such as https://<sender-host><sender-ocm-path>/path/to/resource.txt. Additionally, if protocol.<protocolname>.requirements includes mfa-enforced, the Receiving Server MUST ensure that the Receiving Party has been authenticated with MFA, or prompt the consumer in order to elevate their session, if applicable.

Share Deletion A "SHARE_ACCEPTED" notification followed by a "SHARE_UNSHARED" notification is equivalent to a "SHARE_DECLINED" notification. Note that the Sending Server MAY at any time revoke access to a Resource (effectively undoing or deleting the Share) without notifying the Receiving Server.

Share Updating Some implementations have experimented with a "RESHARE_CHANGE_PERMISSION"notification, but the payload and side effects such a notification may have are out of scope of this version of this specification. The Receiving Party sending such a notification has no way of knowing if the Sending Party understood and processed the reshare request or not.

Resharing The "REQUEST_RESHARE" and "RESHARE_UNDO" notification types MAY be used by the Receiving Server to persuade the Sending Server to share the same Resource with another Receiving Party. The details of the payload and side effects such a notification may have are out of scope of this version of this specification. Note that the Receiving Party sending such a notification has no way of knowing if the Sending Party understood and processed the reshare request or not. In all cases, the Receiving Server MUST NOT reshare a Resource without an explicit grant from the Sending Server.

IANA Considerations

Well-Known URI for the Discovery The following value is to be registered in the "Well-Known URIs" registry (using the template from [RFC5785]): URI suffix: ocm Change controller: IETF Specification document(s): the present Draft, once in RFC form Related information: N/A

Security Considerations

Trust There are several areas that are not covered by this specification. Most importantly we do not provide a way of establishing trust between servers, even though some features of the protocol rely on trust, such as the mfa-enforced requirement. Trust needs to be established out of band, but there are some features of the protocol that can be used to assist operators in establishing trust. For instance, invite flow can be used to establish that users know and have out of band connections with other users on an OCM server. Further more the Directory Service feature can be used to establish a trusted federation, where a central authority can be trusted to implement measures for auditing and adding only trusted servers into the discovery service.

httpsig It is RECOMMENDED to use signed messages, "httpsig" [RFC9421], to verify that an OCM server is the server you expect it to be, and SHOULD be done unless you have a niche use case.

Legacy shared secrets The legacy format of an OCM Share Notification with shared secrets is only provided for backwards compatibility with existing implementations. Implementers SHOULD NOT use it and prefer short-lived tokens instead.

References

Normative References [RFC2119] Bradner, S. "Key words for use in RFCs to Indicate Requirement Levels", March 1997. [RFC4918] Dusseault, L. M. "HTTP Extensions for Web Distributed Authoring and Versioning", June 2007. [RFC8174] Leiba, B. "Ambiguity of Uppercase vs Lowercase in RFC 2119 Key Words", May 2017. [RFC9421] Backman, A., Richer, J. and Sporny, M. "HTTP Message Signatures", February 2024. [RFC3986] Berners-Lee, T., Fielding, R. and Masinter, L. "Uniform Resource Identifier (URI): Generic Syntax ", January 2005 [RFC8615] Nottingham, M. "Well-Known Uniform Resource Identifiers (URIs)", May 2019

Informative References [RFC6749] Hardt, D. (ed), "The OAuth 2.0 Authorization Framework", October 2012.

Appendix A: Multi-factor Authentication If a Receiving Server exposes the capability enforce-mfa, it indicates that it will try and comply with a MFA requirement set on a Share. If the Sending Server trusts the Receiving Server, the Sending Server MAY set the requirement mfa-enforced on a Share, which the Receiving Server MUST honor. A compliant Receiving Server that signals that it is MFA-capable MUST NOT allow access to a Resource protected with the mfa-enforced requirement, if the Receiving Party has not provided a second factor to establish their identity with greater confidence. Since there is no way to guarantee that the Receiving Server will actually enforce the MFA requirement, it is up to the Sending Server to establish a trust with the Receiving Server such that it is reasonable to assume that the Receiving Server will honor the MFA requirement. This establishment of trust will inevitably be implementation dependent, and can be done for example using a pre approved allow list of trusted Receiving Servers. The procedure of establishing trust is out of scope for this specification: a mechanism similar to the ScienceMesh integration for the Invite capability may be envisaged.

Appendix B: Request Signing A request is signed by adding the signature in the headers. The sender also needs to expose the public key used to generate the signature. The receiver can then validate the signature and therefore the origin of the request. To help debugging, it is RECOMMENDED to also add all properties used in the signature as headers, even if they can easily be re-generated from the payload. Note: Signed requests prove the identity of the sender but do not encrypt nor affect its payload. Here is an example of headers needed to sign a request. { "@request-target": "post /path", "content-length": 380, "date": "Mon, 08 Jul 2024 14:16:20 GMT", "content-digest": "SHA-256=U7gNVUQiixe5BRbp4...", "host": "hostname.of.the.recipient", "Signature": "keyId=\"https://author.hostname/key\",algorithm= \"rsa-sha256\",headers=\"content-length date digest host\", signature=\"DzN12OCS1rsA[...]o0VmxjQooRo6HHabg==\"" } '@request-target' (optional) contains the reached endpoint and the used method, 'content-length' is the total length of the payload of the request, 'date' is the date and time when the request has been sent, 'content-digest' is a checksum of the payload of the request, 'host' is the hostname of the recipient of the request (remote when signing outgoing request, local on incoming request), 'Signature' contains the signature generated using the private key and details on its generation: 'keyId' is a unique id, formatted as an url; hostname is used to retrieve the public key via custom discovery 'algorithm' specify the algorithm used to generate signature 'headers' specify the properties used when generating the signature 'signature' the signature of an array containing the properties listed in 'headers'. Some properties like content-length, date, content-digest, and host are mandatory to protect against authenticity override.

How to generate the Signature for outgoing request After properties are set in the headers, the Signature is generated and added to the list. This is a pseudo-code example for generating the Signature header for outgoing requests: ``` headers = { 'content-length': length_of(payload), # Use a function to get the current GMT date as 'D, d M Y H:i:s T' 'date': current_gmt_datetime(), 'content-digest': 'SHA-256=' + base64_encode(hash('sha256', utf8_encode(payload))), 'host': 'recipient-fqdn', } signed = ssl_sign(concatenate_with_newlines(headers), private_key, 'sha256') signature = { 'keyId': 'sender.fqdn', # The sending server's FQDN 'algorithm': 'rsa-sha256', 'headers': 'content-length date content-digest host', 'signature': signed, } headers['Signature'] = format_signature(signature) ```

How to confirm Signature on incoming request The first step would be to confirm the validity of each properties: content-length and content-digest can be regenerated and compared from the payload of the request, a maximum TTL MUST be applied to date and current timestamp, regarding data contained in the Signature header: using keyId to get the public key from remote signatory, headers is used to generate the clear version of the signature and MUST contain at least content-length, date, content-digest and host, signature is the encrypted version of the signature. Here is an example of how to verify the signature using the headers, the signature and the public key: ``` clear = { 'content-length': length_of(payload), 'date': 'Mon, 08 Jul 2024 14:16:20 GMT', 'content-digest': 'SHA-256=' + base64_encode(hash('sha256', utf8_encode(payload))), # Recompute digest for verification 'host': 'sender-fqdn', } signed = headers['Signature'] verification_result = ssl_verify(concatenate_with_newlines(clear), signed, public_key, 'sha256') if not verification_result then raise InvalidSignatureException ```

Validating the payload Following the validation of the signature, the host SHOULD also confirm the validity of the payload, that is ensuring that the actions implied in the payload actually initiated on behalf of the source of the request. As an example, if the payload is about initiating a new share, the file owner has to be an account from the instance at the origin of the request.

Appendix C: Directory Service A third-party Directory Service is a back-end service used to federate multiple OCM Servers and facilitate the Invite flow. It is expected to expose, via anonymous HTTP GET, a JSON document with the following format: REQUIRED: federation - a human-readable name for the list of OCM Servers exposed by the Directory Service REQUIRED: servers - a JSON array of objects to describe the list of OCM Servers with the following string fields: REQUIRED: url - an absolute URL identifying the OCM Server. It MUST: include scheme: either https:// or (for testing purposes) http:// include host (either a FQDN or an IP address) MAY include a non-default port MUST NOT include a base path (e.g., /ocm) MUST NOT include userinfo, query, or fragment REQUIRED: displayName - a human-readable name for the OCM Server Example: json { "federation": "The ScienceMesh Directory", "servers": [ { "url": "https://ocm-server-1.example.org", "displayName": "OCM Server 1" }, { "url": "https://ocm-server-2.example.org:4443", "displayName": "OCM Server 2" }, { "url": "http://192.168.1.1:8080", "displayName": "OCM Server 3" } ] }

Acknowledgements Our deepest thanks and appreciation go to the people who started the work on what would become this specification in 2015. In particular we want to thank (in alphabetical order) Guido Aben, Russell Albert, Holger Angenent, David Antoš, Hrachya Astsatryan, Kurt Bauer, Charles du Jeu, Andreas Eckey, David Gillard, Andranik Hayrapetyan Wahi, Dimitri van Hees, Christoph Herzog, David Jericho, Frank Karlitschek, Christian Kracher, Ralph Krimmel, Massimo Lamanna, Simon Leinen, Jari Miettinen, Jakub Moscicki, Frederik Orellana, Vlad Roman, Christian Schmitz, Woojin Seok, Rogier Spoor, Christian Sprajc, Peter Szegedi, Ron Trompert, Benedikt Wegmann and Jonathan Xu. We would also like to thank Ishank Arora, Gianmaria Del Monte, Jörn Friedrich Dreyer, Richard Freitag, Hugo González Labrador, Matthias Kraus, Maxence Lange, Lovisa Lugnegård, Sandro Mesterheide, Antoon Prins and Björn Schießle for their direct contributions to the specification. Over the years many more people have been involved in the development of OCM. We would like to thank all of them for their contributions, including Jean-Thomas Acquaviva, Samuel Alfageme Sainz, Karsten Asshauer, Miroslav Bauer, Felix Böhm, Maciej Brzeźniak, Diogo Castro, Gavin Charles Kennedy, Jarosław Czub, Milan Danecek, Michael D'Silva, Lukasz Dutka, Pedro Ferreira, Renato Furter, Klaas Freitag, Raman Ganguly, Eva Gergely, Hilary Goodson, Daniel Halbe, Dave Heyns, Jan Holesovsky, Jan Hornicek, Carina Kemp, Fergus Kerins, Andreas Klotz, Matthias Knoll, Christian Kracher, Mario Lassnig, Claudius Laumanns, Anthony Leroy, Patrick Maier, Vladislav Makarenko, Anna Manou, Rita Meneses, Zheng Meyer-Zhao, Crystal Michelle Chua, Yoann Moulin, Daniel Müller, Frederik Müller, Rasmus Munk, Michał Orzechowski, Jacek Pawel Kitowski, Iosif Peterfi, Alessandro Petraro, Rene Ranger, Angelo Romasanta, David Rousse, Carla Sauvanaud, Klaus Scheibenberger, Marcin Sieprawski, Tilo Steiger, C.D. Tiwari, Alejandro Unger and Tom Wezepoel.