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437 lines
19 KiB
XML
437 lines
19 KiB
XML
<?xml version='1.0' encoding='UTF-8'?>
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<!DOCTYPE xep SYSTEM 'xep.dtd' [
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<!ENTITY % ents SYSTEM 'xep.ent'>
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%ents;
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]>
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<?xml-stylesheet type='text/xsl' href='xep.xsl'?>
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<xep>
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<header>
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<title>Easy User Onboarding</title>
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<abstract>This document defines a protocol and URI scheme for user invitation in order to allow a third party to register on a server. The goal of this is to make onboarding for XMPP IM newcomers as easy as possible.</abstract>
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&LEGALNOTICE;
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<number>xxxx</number>
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<status>ProtoXEP</status>
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<type>Standards Track</type>
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<sig>Standards</sig>
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<approver>Council</approver>
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<dependencies>
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<spec>XMPP Core</spec>
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<spec>XEP-0001</spec>
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<spec>XEP-0050</spec>
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<spec>XEP-0082</spec>
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<spec>XEP-0077</spec>
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<spec>XEP-0147</spec>
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<spec>XEP-0379</spec>
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</dependencies>
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<supersedes/>
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<supersededby/>
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<shortname>N/A</shortname>
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<author>
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<firstname>Marc</firstname>
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<surname>Schink</surname>
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</author>
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<revision>
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<version>0.0.1</version>
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<date>2018-01-10</date>
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<initials>ms</initials>
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<remark><p>First submission.</p></remark>
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</revision>
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</header>
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<section1 topic='Introduction' anchor='intro'>
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<p>Romeo is an active XMPP IM (Instant Messaging) user or the operator of
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an XMPP server. He convinces Juliet (who may not have an XMPP account yet)
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to install a client but she may still need to choose an XMPP server,
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create an account, and add Romeo as a contact.
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This specification defines two ways for Romeo to simplify this process for Juliet:</p>
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<section2 topic='User Invitation'>
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<p>If Romeo is an XMPP user, he can create an out-of-band link (URI)
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which allows Juliet to:</p>
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<ol>
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<li>Download an XMPP client (if needed).</li>
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<li>Optionally register an account with Romeo's server (if permitted by
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the server rules), or with a public server.</li>
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<li>Establish a mutual presence subscription between Romeo and Juliet.</li>
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</ol>
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<p>The process is designed to automatically skip steps that Juliet already
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completed, to make the overall experience as smooth as possible.</p>
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</section2>
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<section2 topic='Account Creation'>
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<p>If Romeo is an administrator of an XMPP server, he can create an
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out-of-band link (URI) which allows Juliet to:</p>
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<ol>
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<li>Download an XMPP client (if needed).</li>
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<li>Register an account on Romeo's server with a user name defined by
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Romeo and a password not known to Romeo.</li>
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<li>Establish a mutual presence subscription between Romeo and Juliet.</li>
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</ol>
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</section2>
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</section1>
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<section1 topic='Requirements' anchor='reqs'>
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<p>This specification makes use of XMPP URIs. The basic URI scheme for XMPP
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is defined in &rfc5122; and extended in &xep0147; and &xep0379;.
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Furthermore, this heavily builds upon the blocks provided in
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<cite>XEP-0379</cite> for landing page and roster subscription.
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</p>
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<p>
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To create out-of-band invitation links, Romeo's server needs to implement
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the &xep0050; commands specified in the following section, and his client
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must be able to execute them.
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</p>
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<p>
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Furthermore, Romeo's server SHOULD provide a HTTPS service hosting the
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landing page.
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</p>
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</section1>
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<section1 topic='Discovery' anchor='discover'>
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<p>Romeo can query his server for the availability of "User Invitation" and
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"Account Creation" commands:</p>
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<example caption="Discover available ad-hoc commands"><![CDATA[
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<iq type='get' from='romeo@example.com' to='example.com' id='disco'>
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<query xmlns='http://jabber.org/protocol/disco#items'
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node='http://jabber.org/protocol/commands'/>
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</iq>
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]]></example>
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<p>TODO: use appropriate node namespace.</p>
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<example caption="Discovery result for available ad-hoc commands"><![CDATA[
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<iq type='result' to='romeo@example.com' from='example.com' id='disco'>
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<query xmlns='http://jabber.org/protocol/disco#items'
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node='http://jabber.org/protocol/commands'>
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<item jid='example.com'
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node='invite'
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name='Invite user'/>
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<item jid='example.com'
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node='create-account'
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name='Create account'/>
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</query>
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</iq>
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]]></example>
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<p>When performing the account creation, Juliet's client needs to ensure
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that the server supports the extended IBR protocol with a <preauth>
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token: TODO</p>
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</section1>
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<section1 topic='Glossary' anchor='glossary'>
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<p>OPTIONAL.</p>
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</section1>
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<section1 topic='Use Cases' anchor='usecases'>
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<section2 topic='Creating a User Invitation' anchor='create-invitation'>
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<p>A user can execute the 'invite' command to obtain a new invitation link
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with a unique invitation token.</p>
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<example caption="Exceute user invitation command"><![CDATA[
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<iq type='set' from='romeo@example.com' to='example.com' id='exec1'>
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<command xmlns='http://jabber.org/protocol/commands'
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node='invite'
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action='execute'/>
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</iq>
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]]></example>
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<example caption="User invitation finished"><![CDATA[
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<iq type='result' to='romeo@example.com' from='example.com' id='exec2'>
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<command xmlns='http://jabber.org/protocol/commands'
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node='invite'
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status='completed'>
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<x xmlns='jabber:x:data' type='result'>
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<item>
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<field var='uri'>
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<value>xmpp:inviter@example.com?roster;preauth=TOKEN;ibr=y</value>
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</field>
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<field var='landing-url'>
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<value>https://example.com/invite/#TOKEN</value>
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</field>
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<field var='expire'>
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<value>2017-11-06T02:56:15Z</value>
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</field>
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</item>
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</x>
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</command>
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</iq>
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]]></example>
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<p>The token should be unique, sufficiently
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long and generated by a strong random number generator.</p>
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<p>A server MUST provide the <strong>uri</strong> field which contains an
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XMPP URI of the following format:</p>
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<code>xmpp:inviter@example.com?roster;preauth=TOKEN;ibr=y</code>
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<p>The <strong>ibr</strong> query component in the XMPP URI indicates that
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the invitee is allowed to create an account on Romeo's server, using the
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'preauth' token.
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If the server does not support or allow in-band registration for invited
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users, the server MUST omit the <strong>ibr</strong> query component.</p>
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<p>Additionally, the server SHOULD provide the <strong>landing-url</strong>
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field which contains an HTTPS URL of a web-based landing page as described
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in &xep0379; § 3.3. The URL format may differ from the example shown here
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depending on where the landing page is hosted.</p>
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<p>If the server omits the <strong>landing-page</strong> field, Romeo's
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client SHOULD generate an appropriate landing page URL hosted by the
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client developer or a trusted third party.</p>
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<p>A server MAY provide a field which provides the expiration date of the
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generated token. The expiration date MUST conform to the DateTime profile
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specified in &xep0082;. If the field is not provided, the token does not
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expire.</p>
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<p>Romeo's client should provide adequate means to export the
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<strong>landing-page</strong> URL, possibly accompanied with a short
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description and the <strong>expire</strong> information, so that Romeo can
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share it with Juliet by other means than XMPP, like e-mail or a QR code.</p>
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</section2>
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<section2 topic='Landing Page' anchor='landing-page'>
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<p>The landing page that the generated URL points to should correspond to
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the format described in <cite>XEP-0379</cite> §3.3, and it needs to
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convey the following information:</p>
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<ul>
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<li>A short text that this is an XMPP invitation from Romeo.</li>
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<li>A client recommendation (based on the detected web browser/OS) with download links.</li>
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<li>A prominent button that activates the encoded <strong>xmpp:</strong> link.</li>
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</ul>
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<p>If the landing page is hosted by Romeo's server, the server MAY display
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additional information based on the supplied TOKEN value, like the name
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of the inviter or validity information.</p>
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</section2>
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<section2 topic='Redeeming a User Invitation' anchor='redeem-invitation'>
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<p>If Juliet does not have an XMPP client installed, she will not be able
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to open the <strong>xmpp:</strong> link from the invitation page.
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For this case, the landing page needs to indicate that a client must be
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installed first, and that the link will not work as intended without.
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The automatic installation of an appropriate IM client when a user
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clicks on an <strong>xmpp:</strong> is outside of the scope of this
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document.</p>
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<p>With an XMPP client installed, Juliet can open the
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<strong>xmpp:</strong> link and have the client process it
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appropriately, as follows:</p>
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<section3 topic='Pre-Configured Account' anchor='redeem-preconfigured'>
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<p>If Juliet's client is already configured with an account, the default
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action for the presented
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<strong>xmpp:inviter@example.com?roster;...</strong> URI is to add the
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inviter to Juliet's roster. This should be performed as described in
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§3.4 of <cite>XEP-0379</cite>, by sending a presence subscription
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request containing the 'preauth' token.</p>
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<p>If Juliet already has Romeo in her roster, her client should open the
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appropriate chat interface instead.</p>
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</section3>
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<section3 topic='No Configured Account' anchor='redeem-no-account'>
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<p>If Juliet's client does not have an XMPP account configured, she
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needs to login or register an account first. Therefore, the client
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should provide an interface with the following options:</p>
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<ul>
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<li>Login with an existing XMPP account.</li>
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<li>Register an account with Romeo's server (if the URI contains a
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<strong>ibr=y</strong> parameter).</li>
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<li>Register an account with a public or client-endorsed server.</li>
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</ul>
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<p>If the <strong>xmpp:</strong> URI provided by Romeo contains the
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<strong>ibr=y</strong> parameter, it indicates that the server
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supports the <link url="#preauth-ibr">Pre-Authenticated In-Band
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Registration</link> defined in this document. If Juliet chooses this
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approach, the server will ensure that after the registration, Romeo is
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added to her roster with a full presence subscription.</p> <p>If
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Juliet chooses to login or register with a different server, her
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client must complete the respective process and issue a subscription
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request as described in §3.4 of <cite>XEP-0379</cite>.</p>
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</section3>
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</section2>
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<section2 topic='Initiating Account Creation' anchor='account-creation'>
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<p>If Romeo is the administrator of an XMPP server, he might want to
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ensure that Juliet obtains an account on this server, with a username
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defined either by Romeo or by Juliet, and in a way that does not require
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the out-of-band communication of user passwords.</p>
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<p>TODO: description of overall process steps, design motivation.</p>
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<example caption="Exceute account creation command"><![CDATA[
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<iq type='set' from='romeo@example.com' to='example.com' id='exec1'>
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<command xmlns='http://jabber.org/protocol/commands'
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node='create-account'
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action='execute'/>
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</iq>
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]]></example>
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<example caption="Service returns form for account creation"><![CDATA[
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<iq type='result' to='romeo@example.com' from='example.com' id='exec1'>
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<command xmlns='http://jabber.org/protocol/commands'
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sessionid='config:20020923T213616Z-700'
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node='create-account'
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status='executing'>
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<actions execute='complete'>
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<complete/>
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</actions>
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<x xmlns='jabber:x:data' type='form'>
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<field var='username' label='Username' type='text-single'/>
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<field var='roster-subscription' label='Roster subscription' type='boolean'/>
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</x>
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</command>
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</iq>
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]]></example>
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<p>A server MAY require a username to be specified for account creation.
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In this case, the server MUST add the <required/> element to the
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username field.
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The username MUST be a valid localpart as defined in &rfc6122; §2.3.</p>
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<example caption="Account creation with specified username"><![CDATA[
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<iq type='set' from='romeo@example.com' to='example.com' id='exec2'>
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<command xmlns='http://jabber.org/protocol/commands'
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sessionid='config:20020923T213616Z-700'
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node='create-account'>
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<x xmlns='jabber:x:data' type='submit'>
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<field var='username'>
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<value>juliet</value>
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</field>
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</x>
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</command>
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</iq>
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]]></example>
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<example caption="Account creation finished"><![CDATA[
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<iq type='result' to='romeo@example.com' from='example.com' id='exec2'>
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<command xmlns='http://jabber.org/protocol/commands'
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sessionid='config:20020923T213616Z-700'
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node='create-account'
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status='completed'>
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<x xmlns='jabber:x:data' type='result'>
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<item>
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<field var='uri'>
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<value>xmpp:juliet@example.com?register;preauth=TOKEN</value>
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</field>
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<field var='landing-url'>
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<value>https://example.com/invite/#TOKEN</value>
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</field>
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<field var='expire'>
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<value>2017-11-06T02:56:15Z</value>
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</field>
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</item>
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</x>
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</command>
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</iq>
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]]></example>
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<p>The server's response for account creation is the same as for user
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invitation except for the format of the <strong>uri</strong> field which
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contains an XMPP URI of the following format:</p>
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<code>xmpp:juliet@example.com?register;preauth=TOKEN</code>
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<p>If no username was specified during the account creation process, the
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local part of the JID in the XMPP URI is omitted by the server which
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results in the following format:</p>
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<code>xmpp:example.com?register;preauth=TOKEN</code>
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<p>TODO: note about sensitivity of TOKEN</p>
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</section2>
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<section2 topic='Pre-Authenticated In-Band Registration' anchor='preauth-ibr'>
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<p>In order to allow invited users to register on a server, the
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registration processs as defined in &xep0077; needs to be extended. The
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invited user's client MUST add a <preauth> element in the 'TODO'
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namespace to the 'jabber:iq:register' query in order to inform the
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server that it wants to perform Pre-Authenticated IBR:</p>
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<example caption="Retrieving registration fields"><![CDATA[
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<iq type='get' id='reg1' to='example.com'>
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<query xmlns='jabber:iq:register'>
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<preauth xmlns='urn:xmpp:invite:0'/>
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</query>
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</iq>
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]]></example>
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<p>If the server supports and is ready to perform Pre-Authenticated IBR,
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it MUST add a <token> element to the response (TODO: 'token' or
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'preauth'?):</p>
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<example caption="Receiving registration fields"><![CDATA[
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<iq type='result' to='romeo@example.com' from='example.com' id='reg1'>
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<query xmlns='jabber:iq:register'>
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<username/>
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<password/>
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<token/>
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</query>
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</iq>
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]]></example>
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<example caption='Registration process aborted (invalid token)'><![CDATA[
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<iq type='error' from='example.com' id='reg1'>
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<query xmlns='jabber:iq:register'>
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<username>juliet</username>
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<password>m1cro$oft</password>
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<token>BADTOKEN</token>
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</query>
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<error type='cancel'>
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<invalid-token xmlns='urn:xmpp:invite:0'/>
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</error>
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</iq>
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]]></example>
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<example caption='Registration process aborted (token expired)'><![CDATA[
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<iq type='error' from='example.com' id='reg1'>
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<query xmlns='jabber:iq:register'>
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<username>juliet</username>
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<password>m1cro$oft</password>
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<token>OLDTOKEN</token>
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</query>
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<error type='cancel'>
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<token-expired xmlns='urn:xmpp:invite:0'/>
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</error>
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</iq>
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]]></example>
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<p>After the invitee has successfully registered on the inviter's server
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and roster subscription is enabled for account creation, the server MUST
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use roster pushes as defined in &rfc6121; §2.1.6 in order to inform the
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inviter about the invitee's new account without the need to reconnect.</p>
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<example caption="Push roster item of invitee to inviter"><![CDATA[
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<iq type='set' from='romeo@example.com' id='push'>
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<query xmlns='jabber:iq:roster'>
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<item subscription='both' jid='juliet@example.com'/>
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</query>
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</iq>
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]]></example>
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</section2>
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</section1>
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<section1 topic='Business Rules' anchor='rules'>
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<section2 topic='Fallback to Client-Side PARS'>
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<p>If the inviter's server does not support user invitation, the client
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application SHOULD silently fall back to &xep0379; for a good user
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experience.</p>
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</section2>
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<section2 topic='Account Creation'>
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<p>If a username was specified during the account creation process, the
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server SHOULD NOT create an account on the server until the invitee
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actually registers it with the corresponding token.
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The server MUST reserve the username at least until the corresponding
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token expires.</p>
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</section2>
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</section1>
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<section1 topic='Implementation Notes' anchor='impl'>
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<section2 topic='XMPP Server Suggestion for Invitees'>
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<p>If the invitee opens an invitation URI with <strong>ibr=y</strong> and
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chooses to create a new account, the client SHOULD pre-fill the
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inviter JID's domain part as the new account's domain. The client MAY
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provide a mechanism to enter or choose a different server, though.</p>
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</section2>
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</section1>
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<section1 topic='Accessibility Considerations' anchor='access'>
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<p>OPTIONAL.</p>
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</section1>
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<section1 topic='Internationalization Considerations' anchor='i18n'>
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<p>OPTIONAL.</p>
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</section1>
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<section1 topic='Security Considerations' anchor='security'>
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<p>See security considerations in &xep0379;.</p>
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</section1>
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<section1 topic='IANA Considerations' anchor='iana'>
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<p>This document requires no interaction with &IANA;.</p>
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</section1>
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<section1 topic='XMPP Registrar Considerations' anchor='registrar'>
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<p>As authorized by &xep0147;, the XMPP Registrar maintains a registry of
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queries and key-value pairs for use in XMPP URIs (see &QUERYTYPES;).</p>
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<p>The key-value parameter <strong>preauth</strong> is added to the
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<strong>register</strong> query action as defined in &xep0077;</p>
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<code><![CDATA[
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<querytype>
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<name>register</name>
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...
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<key>
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<name>preauth</name>
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<desc>the token used to allow one-time in-band registration on the inviter's server</desc>
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</key>
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</querytype>
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]]></code>
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<p>In addition to the <strong>preauth</strong> key-value parameter define
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in &xep0379;, the <strong>ibr</strong> parameter is added to the
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<strong>roster</strong> query action.</p>
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<code><![CDATA[
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<querytype>
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<name>roster</name>
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|
...
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|
<key>
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|
<name>ibr</name>
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|
<value>y</value>
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|
<desc>the parameter to indicate that the token allows the invitee to create an account on the inviter's server via in-band registration</desc>
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|
</key>
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</querytype>
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|
]]></code>
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|
</section1>
|
|
<section1 topic='XML Schema' anchor='schema'>
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|
<p>REQUIRED for protocol specifications.</p>
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|
</section1>
|
|
</xep>
|