.end -> .wen

[exim.git] / doc / doc-txt / experimental-spec.txt

diff --git a/doc/doc-txt/experimental-spec.txt b/doc/doc-txt/experimental-spec.txt
index fbc1dfb72778af9ab995bfdfb4a2815c00180a2f..74b14fe066fbabb318e9aeb8dff57e9b868293cf 100644 (file)
--- a/doc/doc-txt/experimental-spec.txt
+++ b/doc/doc-txt/experimental-spec.txt
@@ -1,5 +1,3 @@
-$Cambridge: exim/doc/doc-txt/experimental-spec.txt,v 1.3 2005/06/27 18:32:20 tom Exp $
-

 From time to time, experimental features may be added to Exim.
 While a feature  is experimental, there  will be a  build-time
 option whose name starts  "EXPERIMENTAL_" that must be  set in
 From time to time, experimental features may be added to Exim.
 While a feature  is experimental, there  will be a  build-time
 option whose name starts  "EXPERIMENTAL_" that must be  set in


@@ -8,256 +6,66 @@ about experimenatal  features, all  of which  are unstable and
 liable to incompatibile change.
 
 
 liable to incompatibile change.
 
 

-
-1. Yahoo DomainKeys support
+OCSP Stapling support

 --------------------------------------------------------------
 
 --------------------------------------------------------------
 

-DomainKeys  (DK)  support  is   built  into  Exim  using   the
-"libdomainkeys"  reference   library  implementation.   It  is
-available at
-
-http://domainkeys.sf.net
-
-You must build  this library on  your system and  compile Exim
-against it. To build Exim with DK support, add these lines  to
-your Local/Makefile:
-
-EXPERIMENTAL_DOMAINKEYS=yes
-CFLAGS  += -I/home/tom/exim-cvs/extra/libdomainkeys
-LDFLAGS += -ldomainkeys -L/home/tom/exim-cvs/extra/libdomainkeys
-
-Remember to tweak  the CFLAGS and  LDFLAGS lines to  match the
-location of the libdomainkeys includes and lib on your system.
-
-The   current   experimental   implementation   supports   two
-independent functions:
-
-o Validate incoming DK-signed email.
-o Sign outgoing email with DK.
-
-The former is implemented in the ACLs for SMTP, the latter  as
-an extension to the SMTP transport. That means both facilities
-are limited to SMTP I/O.
-
-
-
-1) Validate incoming email
-
-Incoming messages are fed to the DK validation process as they
-are  received "on  the wire".  This happens  synchronously to
-Exim's buffering of the message in the spool.
-
-You  must  set  "control  =  dk_verify"  in  one  of  the ACLs
-preceding DATA  (you will  typically use  acl_smtp_rcpt), at a
-point  where  non-local,  non-relay,  non-submission  mail  is
-processed. If that control flag  is not set, the message  will
-NOT be verified.
-
-Example:
-
-warn log_message = Feeding message to DK validator.
-     control = dk_verify
-
-You can check for the outcome of the DK check in the ACL after
-data (acl_smtp_data), using a number of ACL conditions  and/or
-expansion variables.
-
-
-
-1.1.) DK ACL conditions
-
-  dk_sender_domains = <domain list>
-
-    This   condition   takes  a   domainlist  as argument  and
-    succeeds if the domain that DK has  been verifying  for is
-    found in the list.
-
-
-  dk_senders = <address list>
-
-    This  condition  takes  an  addresslist  as argument   and
-    succeeds  if  the address  that DK has been  verifying for
-    is  found in the list.
-
-
-  dk_sender_local_parts = <local part list>
-
-    This  condition  takes   a local_part  list   as  argument
-    and  succeeds   if  the   domain   that    DK   has   been
-    verifying  for is found in the list.
-
-
-  dk_status = <colon separated list of keywords>
-
-    This condition takes a  list of keywords as  argument, and
-    succeeds if one of the listed keywords matches the outcome
-    of the DK check. The available keywords are:
-
-    good            DK check succeeded, mail is verified.
-    bad             DK check failed.
-    no signature    Mail is not signed with DK.
-    no key          Public key missing in target domain DNS.
-    bad format      Public key available, but unuseable.
-    non-participant Target domain states not to participate in DK.
-    revoked         The signing key has been revoked by the domain.
-
-
-  dk_policy = <colon separated list of keywords>
-
-    This condition takes a  list of keywords as  argument, and
-    succeeds if one of the listed keywords matches the  policy
-    announced  by the  target domain.  The available  keywords
-    are:
-
-    signsall        The target domain signs all outgoing email.
-    testing         The target domain is currently testing DK.
-
-
-  dk_domain_source = <colon separated list of keywords>
-
-    This condition takes a  list of keywords as  argument, and
-    succeeds  if  one  of  the  listed  keywords  matches  the
-    location where DK found the sender domain it verified for.
-    The available keywords are:
-
-    from            The domain came from the "From:" header.
-    sender          The domain came from the "Sender:" header.
-    none            DK was unable to find the responsible domain.
-
-
-
-1.2.) DK verification expansion variables
-
-  $dk_sender_domain
-
-    Contains the domain that DK has verified for.
-
-
-  $dk_sender
-
-    Contains the address that DK has verified for.
-
-
-  $dk_sender_local_part
-
-    Contains the local part that DK has verified for.
-
-
-  $dk_sender_source
-
-    Contains the "source" of the above three variables, one of
-
-      "from"    The address came from the "From:" header.
-      "sender"  The address came from the "Sender:" header.
-
-    When DK was unable to find a valid address, this variable
-    is "0".
-
+X509 PKI certificates expire and can be revoked; to handle this, the
+clients need some way to determine if a particular certificate, from a
+particular Certificate Authority (CA), is still valid.  There are three
+main ways to do so.

 
 

-  $dk_signsall
+The simplest way is to serve up a Certificate Revocation List (CRL) with
+an ordinary web-server, regenerating the CRL before it expires.  The
+downside is that clients have to periodically re-download a potentially
+huge file from every certificate authority it knows of.

 
 

-    Is "1" if the target domain signs all outgoing email,
-    "0" otherwise.
+The way with most moving parts at query time is Online Certificate
+Status Protocol (OCSP), where the client verifies the certificate
+against an OCSP server run by the CA.  This lets the CA track all
+usage of the certs.  This requires running software with access to the
+private key of the CA, to sign the responses to the OCSP queries.  OCSP
+is based on HTTP and can be proxied accordingly.

 
 

+The only widespread OCSP server implementation (known to this writer)
+comes as part of OpenSSL and aborts on an invalid request, such as
+connecting to the port and then disconnecting.  This requires
+re-entering the passphrase each time some random client does this.

 
 

-  $dk_testing
+The third way is OCSP Stapling; in this, the server using a certificate
+issued by the CA periodically requests an OCSP proof of validity from
+the OCSP server, then serves it up inline as part of the TLS
+negotiation.   This approach adds no extra round trips, does not let the
+CA track users, scales well with number of certs issued by the CA and is
+resilient to temporary OCSP server failures, as long as the server
+starts retrying to fetch an OCSP proof some time before its current
+proof expires.  The downside is that it requires server support.

 
 

-    Is "1" if the target domain is testing DK, "0" otherwise.
+If Exim is built with EXPERIMENTAL_OCSP and it was built with OpenSSL,
+then it gains one new option: "tls_ocsp_file".

 
 

+The file specified therein is expected to be in DER format, and contain
+an OCSP proof.  Exim will serve it as part of the TLS handshake.  This
+option will be re-expanded for SNI, if the tls_certificate option
+contains $tls_sni, as per other TLS options.

 
 

-  $dk_is_signed
+Exim does not at this time implement any support for fetching a new OCSP
+proof.  The burden is on the administrator to handle this, outside of
+Exim.  The file specified should be replaced atomically, so that the
+contents are always valid.  Exim will expand the "tls_ocsp_file" option
+on each connection, so a new file will be handled transparently on the
+next connection.

 
 

-    Is "1" if the message is signed, "0" otherwise.
+Exim will check for a validity next update timestamp in the OCSP proof;
+if not present, or if the proof has expired, it will be ignored.

 
 

+At this point in time, we're gathering feedback on use, to determine if
+it's worth adding complexity to the Exim daemon to periodically re-fetch
+OCSP files and somehow handling multiple files.

 
 

-  $dk_status

 
 

-    Contains the outcome of the DK check as a string, commonly
-    used to add a "DomainKey-Status:" header to messages. Will
-    contain one of:

 
 

-    good            DK check succeeded, mail is verified.
-    bad             DK check failed.
-    no signature    Mail is not signed with DK.
-    no key          Public key missing in target domain DNS.
-    bad format      Public key available, but unuseable.
-    non-participant Target domain states not to participate in DK.
-    revoked         The signing key has been revoked by the domain.

 
 

-
-  $dk_result
-
-    Contains a  human-readable result  of the  DK check,  more
-    verbose than $dk_status. Useful for logging purposes.
-
-
-
-2) Sign outgoing email with DK
-
-Outgoing messages are  signed just before  exim puts them  "on
-the wire".  The only  thing that  happens after  DK signing is
-eventual TLS encryption.
-
-Signing is implemented by setting private options on the  SMTP
-transport.  These   options  take   (expandable)  strings   as
-arguments.  The  most  important  variable  to  use  in  these
-expansions is $dk_domain. It contains the domain that DK wants
-to sign for.
-
-
-  dk_selector = <expanded string> [MANDATORY]
-
-    This  sets  the  key  selector  string.  You  can  use the
-    $dk_domain  expansion  variable  to  look  up  a  matching
-    selector.  The result  is put  in the  expansion  variable
-    $dk_selector which  should be  used in  the dk_private_key
-    option along with $dk_domain.
-
-
-  dk_private_key = <expanded string> [MANDATORY]
-
-    This  sets the  private key  to use.  You SHOULD  use  the
-    $dk_domain   and  $dk_selector   expansion  variables   to
-    determine the private key to use. The result can either
-
-      o be a valid RSA private key in ASCII armor, including
-        line breaks.
-      o start with a slash, in which case it is treated as
-        a file that contains the private key.
-      o be "0", "false" or the empty string, in which case
-        the message will not be signed. This case will not
-        result in an error, even if dk_strict is set.
-
-
-  dk_canon = <expanded string> [OPTIONAL]
-
-    This  option sets  the canonicalization  method used  when
-    signing a  message. The  DK draft  currently supports  two
-    methods:  "simple"  and "nofws".  The  option defaults  to
-    "simple" when unset.
-
-
-  dk_strict = <expanded string> [OPTIONAL]
-
-    This  option  defines  how  Exim  behaves  when  signing a
-    message that should be signed fails for some reason.  When
-    the expansion evaluates to either "1" or "true", Exim will
-    defer. Otherwise Exim will send the message unsigned.  You
-    can  and  should use  the  $dk_domain   and   $dk_selector
-    expansion  variables here.
-
-
-  dk_domain = <expanded string> [NOT RECOMMENDED]
-
-    This  option overrides  DKs autodetection  of the  signing
-    domain. You should only use  this option if you know  what
-    you are doing. The result of the string expansion is  also
-    put in $dk_domain.
-
-
-
-
-2. Brighmail AntiSpam (BMI) suppport
+Brightmail AntiSpam (BMI) suppport

 --------------------------------------------------------------
 
 Brightmail  AntiSpam  is  a  commercial  package.  Please  see
 --------------------------------------------------------------
 
 Brightmail  AntiSpam  is  a  commercial  package.  Please  see


@@ -281,7 +89,7 @@ instead  of per-message.  To use  BMI, you  need to  take the
 following steps:
 
   1) Compile Exim with BMI support
 following steps:
 
   1) Compile Exim with BMI support

-  2) Set up main BMI options (top section of exim config file)
+  2) Set up main BMI options (top section of Exim config file)

   3) Set up ACL control statement (ACL section of the config
      file)
   4) Set up your routers to use BMI verdicts (routers section
   3) Set up ACL control statement (ACL section of the config
      file)
   4) Set up your routers to use BMI verdicts (routers section


@@ -300,7 +108,7 @@ These four steps are explained in more details below.
   with  these lines in Local/Makefile:
 
   EXPERIMENTAL_BRIGHTMAIL=yes
   with  these lines in Local/Makefile:
 
   EXPERIMENTAL_BRIGHTMAIL=yes

-  CFLAGS=-DBRIGHTMAIL -I/path/to/the/dir/with/the/includefile
+  CFLAGS=-I/path/to/the/dir/with/the/includefile

   EXTRALIBS_EXIM=-L/path/to/the/dir/with/the/library -lbmiclient_single
 
   If  you use  other CFLAGS  or EXTRALIBS_EXIM  settings then
   EXTRALIBS_EXIM=-L/path/to/the/dir/with/the/library -lbmiclient_single
 
   If  you use  other CFLAGS  or EXTRALIBS_EXIM  settings then


@@ -317,15 +125,15 @@ These four steps are explained in more details below.
   able to find the library file.
 
 
   able to find the library file.
 
 

-2) Setting up BMI support in the exim main configuration
+2) Setting up BMI support in the Exim main configuration

 
 

-  To enable BMI  support in the  main exim configuration,  you
+  To enable BMI  support in the  main Exim configuration,  you

   should set the path to the main BMI configuration file  with
   the "bmi_config_file" option, like this:
 
   bmi_config_file = /opt/brightmail/etc/brightmail.cfg
 
   should set the path to the main BMI configuration file  with
   the "bmi_config_file" option, like this:
 
   bmi_config_file = /opt/brightmail/etc/brightmail.cfg
 

-  This must go into section 1 of exims configuration file (You
+  This must go into section 1 of Exim's configuration file (You

   can  put it  right on  top). If  you omit  this option,  it
   defaults to /opt/brightmail/etc/brightmail.cfg.
 
   can  put it  right on  top). If  you omit  this option,  it
   defaults to /opt/brightmail/etc/brightmail.cfg.
 


@@ -344,7 +152,7 @@ These four steps are explained in more details below.
   an "accept"  block in  the "acl_check_rcpt"  ACL. You should
   use the "accept" block(s)  that accept messages from  remote
   servers for your own domain(s). Here is an example that uses
   an "accept"  block in  the "acl_check_rcpt"  ACL. You should
   use the "accept" block(s)  that accept messages from  remote
   servers for your own domain(s). Here is an example that uses

-  the "accept" blocks from exims default configuration file:
+  the "accept" blocks from Exim's default configuration file:

 
 
   accept  domains       = +local_domains
 
 
   accept  domains       = +local_domains


@@ -367,7 +175,7 @@ These four steps are explained in more details below.
   more "verdicts" are  present. Different recipients  can have
   different verdicts. Each  recipient is treated  individually
   during routing, so you  can query the verdicts  by recipient
   more "verdicts" are  present. Different recipients  can have
   different verdicts. Each  recipient is treated  individually
   during routing, so you  can query the verdicts  by recipient

-  at  that stage.  From Exims  view, a  verdict can  have the
+  at  that stage.  From Exim's  view, a  verdict can  have the

   following outcomes:
 
   o deliver the message normally
   following outcomes:
 
   o deliver the message normally


@@ -505,7 +313,7 @@ These four steps are explained in more details below.
   server and are  queried by the  BMI server itself.  However,
   you can also  pass opt-in data  for each recipient  from the
   MTA to the  BMI server. This  is particularly useful  if you
   server and are  queried by the  BMI server itself.  However,
   you can also  pass opt-in data  for each recipient  from the
   MTA to the  BMI server. This  is particularly useful  if you

-  already look  up recipient  data in  exim anyway  (which can
+  already look  up recipient  data in  Exim anyway  (which can

   also be  stored in  a SQL  database or  other source).  This
   implementation enables you  to pass opt-in  data to the  BMI
   server  in  the  RCPT   ACL.  This  works  by   setting  the
   also be  stored in  a SQL  database or  other source).  This
   implementation enables you  to pass opt-in  data to the  BMI
   server  in  the  RCPT   ACL.  This  works  by   setting  the


@@ -533,7 +341,7 @@ These four steps are explained in more details below.
             control       = bmi_run
 
   Of course,  you can  also use  any other  lookup method that
             control       = bmi_run
 
   Of course,  you can  also use  any other  lookup method that

-  exim supports, including LDAP, Postgres, MySQL, Oracle etc.,
+  Exim supports, including LDAP, Postgres, MySQL, Oracle etc.,

   as long as  the result is  a list of  colon-separated opt-in
   strings.
 
   as long as  the result is  a list of  colon-separated opt-in
   strings.
 


@@ -543,10 +351,10 @@ These four steps are explained in more details below.
 
 
 
 
 
 

-3. Sender Policy Framework (SPF) support
+Sender Policy Framework (SPF) support

 --------------------------------------------------------------
 
 --------------------------------------------------------------
 

-To learn  more  about  SPF, visit   http://spf.pobox.com. This
+To learn  more  about  SPF, visit   http://www.openspf.org. This

 document does   not explain  the SPF  fundamentals, you should
 read and understand the implications of deploying SPF on  your
 system before doing so.
 document does   not explain  the SPF  fundamentals, you should
 read and understand the implications of deploying SPF on  your
 system before doing so.


@@ -559,7 +367,7 @@ to obtain  a copy,  then compile  and install  it. By default,
 this will  put headers  in /usr/local/include  and the  static
 library in /usr/local/lib.
 
 this will  put headers  in /usr/local/include  and the  static
 library in /usr/local/lib.
 

-To compile exim with SPF support, set these additional flags in
+To compile Exim with SPF support, set these additional flags in

 Local/Makefile:
 
 EXPERIMENTAL_SPF=yes
 Local/Makefile:
 
 EXPERIMENTAL_SPF=yes


@@ -599,7 +407,7 @@ which the spf condition should succeed. Valid strings are:
               record of the queried domain. This should be
               treated like "none".
   o err_temp  This indicates a temporary error during all
               record of the queried domain. This should be
               treated like "none".
   o err_temp  This indicates a temporary error during all

-              processing, including exim's SPF processing.
+              processing, including Exim's SPF processing.

               You may defer messages when this occurs.
 
 You can prefix each string with an exclamation mark to  invert
               You may defer messages when this occurs.
 
 You can prefix each string with an exclamation mark to  invert


@@ -610,11 +418,12 @@ the SPF check, the condition  succeeds. If none of the  listed
 strings matches the  outcome of the  SPF check, the  condition
 fails.
 
 strings matches the  outcome of the  SPF check, the  condition
 fails.
 

-Here is a simple example to fail forgery attempts from domains
-that publish SPF records:
+Here is an example to fail forgery attempts from domains that
+publish SPF records:

 
 /* -----------------
 
 /* -----------------

-deny message = $sender_host_address is not allowed to send mail from $sender_address_domain
+deny message = $sender_host_address is not allowed to send mail from ${if def:sender_address_domain {$sender_address_domain}{$sender_helo_name}}.  \
+              Please see http://www.openspf.org/Why?scope=${if def:sender_address_domain {mfrom}{helo}};identity=${if def:sender_address_domain {$sender_address}{$sender_helo_name}};ip=$sender_host_address

      spf = fail
 --------------------- */
 
      spf = fail
 --------------------- */
 


@@ -642,11 +451,14 @@ variables.
   it for logging purposes.
 
   $spf_received
   it for logging purposes.
 
   $spf_received

-  This contains a complete SPF-Received: header that can be
+  This contains a complete Received-SPF: header that can be

   added to the message. Please note that according to the SPF
   draft, this header must be added at the top of the header
   list. Please see section 10 on how you can do this.
 
   added to the message. Please note that according to the SPF
   draft, this header must be added at the top of the header
   list. Please see section 10 on how you can do this.
 

+  Note: in case of "Best-guess" (see below), the convention is
+  to put this string in a header called X-SPF-Guess: instead.
+

   $spf_result
   This contains the outcome of the SPF check in string form,
   one of pass, fail, softfail, none, neutral, err_perm or
   $spf_result
   This contains the outcome of the SPF check in string form,
   one of pass, fail, softfail, none, neutral, err_perm or


@@ -656,9 +468,40 @@ variables.
   This contains a string that can be used in a SMTP response
   to the calling party. Useful for "fail".
 
   This contains a string that can be used in a SMTP response
   to the calling party. Useful for "fail".
 

+In addition to SPF, you can also perform checks for so-called
+"Best-guess".  Strictly speaking, "Best-guess" is not standard
+SPF, but it is supported by the same framework that enables SPF
+capability.  Refer to http://www.openspf.org/FAQ/Best_guess_record
+for a description of what it means.

 
 

+To access this feature, simply use the spf_guess condition in place
+of the spf one.  For example:

 
 

-4. SRS (Sender Rewriting Scheme) Support
+/* -----------------
+deny message = $sender_host_address doesn't look trustworthy to me
+     spf_guess = fail
+--------------------- */
+
+In case you decide to reject messages based on this check, you
+should note that although it uses the same framework, "Best-guess"
+is NOT SPF, and therefore you should not mention SPF at all in your
+reject message.
+
+When the spf_guess condition has run, it sets up the same expansion
+variables as when spf condition is run, described above.
+
+Additionally, since Best-guess is not standarized, you may redefine
+what "Best-guess" means to you by redefining spf_guess variable in
+global config.  For example, the following:
+
+/* -----------------
+spf_guess = v=spf1 a/16 mx/16 ptr ?all
+--------------------- */
+
+would relax host matching rules to a broader network range.
+
+
+SRS (Sender Rewriting Scheme) Support

 --------------------------------------------------------------
 
 Exiscan  currently  includes SRS  support  via Miles  Wilton's
 --------------------------------------------------------------
 
 Exiscan  currently  includes SRS  support  via Miles  Wilton's


@@ -677,6 +520,60 @@ EXPERIMENTAL_SRS=yes
 in your Local/Makefile.
 
 
 in your Local/Makefile.
 
 

+DCC Support
+--------------------------------------------------------------
+
+*) Building exim
+
+In order to build exim with DCC support add
+
+EXPERIMENTAL_DCC=yes
+
+to your Makefile. (Re-)build/install exim. exim -d should show
+EXPERIMENTAL_DCC under "Support for".
+
+
+*) Configuration
+
+In the main section of exim.cf add at least
+  dccifd_address = /usr/local/dcc/var/dccifd
+or
+  dccifd_address = <ip> <port>
+
+In the DATA ACL you can use the new condition
+        dcc = *
+
+After that "$dcc_header" contains the X-DCC-Header.
+
+Returnvalues are:
+  fail    for overall "R", "G" from dccifd
+  defer   for overall "T" from dccifd
+  accept  for overall "A", "S" from dccifd
+
+dcc = */defer_ok works as for spamd.
+
+The "$dcc_result" variable contains the overall result from DCC
+answer.  There will an X-DCC: header added to the mail.
+
+Usually you'll use
+  defer   !dcc = *
+to greylist with DCC.
+
+If you set, in the main section,
+  dcc_direct_add_header = true
+then the dcc header will be added "in deep" and if the spool
+file was already written it gets removed. This forces Exim to
+write it again if needed.  This helps to get the DCC Header
+through to eg. SpamAssassin.
+
+If you want to pass even more headers in the middle of the
+DATA stage you can set
+  $acl_m_dcc_add_header
+to tell the DCC routines add more information; eg, you might set
+this to some results from ClamAV.  Be careful.  Header syntax is
+not checked and is added "as is".
+
+

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