Ory Kratos is a new software archetype Identity Infrastructure Service. Traditional identity systems - sometimes referred to as Identity and Access Management (IAM), Identity Management (IdM), Identity Provider (IP/IdP), or Identity as a Service (IDaaS) - have shortcomings that highlight the main differences between Ory Kratos and other systems.
Ory Kratos solves identity on the network. It isn't an on-device, for instance mobile phones, user database. In Ory Kratos there is always an exchange of credentials. In the case of web applications and identity:
- Username + Password -> Cookie, Token, ...
- Email + Password -> Cookie, Token, ...
- Passwordless login -> Cookie, Token, ...
Even for alternative use cases for example mobile, browser, or native application there is either a cookie, which accesses the application directly through the browser, or a token that accesses the application using a programmatic client via an API. While it's nowadays common - but bad practice - to use tokens for "Single Page Apps" or apps running on the client-side browser, there is no real difference between these two approaches as both represent a set of credentials valid for a certain domain or a number of domains.
Still, many identity systems primarily rely on OAuth2 and OpenID Connect. The reasons for this would perhaps include the following:
- Assumption - it's certifiable;
- Assumption - it offloads complexity to developers who need to interact with and figure out for example
PassportJS, and similar OAuth2 and OpenID Connect SDKs developed by open source communities;
- Assumption - selling complexity as security;
- Assumption - the nature of closed source doesn't allow for new, open and de-facto standards to emerge and instead uses a consenus driven feature set, even if it doesn't fit the use case 100%.
While Ory Kratos is not certifiable, it tackles these topics as follows:
- With inspiration from the approach taken in the Kubernetes Project, Ory provides an open source project that hopefully becomes an open standard in the future.
- Prioritize simplicity and ease of use for developers. Ory Kratos integrates critical security components without relying on complex flows and protocols.
Using Ory Kratos it's possible to consume OAuth2 and OpenID Connect, and/or create an OAuth2 and OpenID Connect Provider by combining Ory Kratos with Ory Hydra .
With a primary developer audience, Ory designs, secures, and tests critical network flows, system architectures, user flows, protocols, and business logic.
Let's take a look at different approaches and software systems today.
Full-stack Identity and Access Management (IAM)
_Disclaimer: There are neither product nor project names in this section. This section's goal is to describe circumstances and problems that mostly stem from the community's experience.
Full-stack IAM is usually sold as a one-size-fits-all solution. Due to size and complexity, these full-stack solutions are typically written in an enterprise class programming language such as Java EE. The full-stack products have rich feature sets that include:
- theming to customize the user experience, and to constrain the anticipated theming use case;
- HTML Template Engines specific to the language used, such as Java Server Pages or Apache FreeMarker™;
- plugin loaders and APIs to add custom logic or even custom API endpoints, specific to the language used by the project; and
- features such as integrated Load Balancers, Service Discovery, and other features designed prior to today's mature cloud architectures.
Full-stack software projects come with some overhead:
- the software has a large disk, CPU, and memory footprint;
- while scaling and clustering for High Availability is possible, it's complex since inter-process-communication for caches and other features is required for example using protocols such as JGroups; and
- starting off with pre-defined use cases is easy, yet customization and application specific features require much more work.
Most full-stack projects we've seen are in-house solutions for IAM problems. Imagine Google releasing their IAM as an open source product. It's certainly great, and it covers a lot of ground, but it also comes with drawbacks:
- Strict data models specific to the company developing the product:
- Inflexible login process with either a username or an email for login, but not both or unable to change it later;
- Any application specific additional attributes are stored as unstructured data, sometimes even as plain key/value pairs;
- Complex build pipelines when using modern frontend frameworks like React or Angular in the HTML Rendering engine;
- The user model stays the same, even when differentiating between customers and employees in your system; and
- API consumption is usually an after-thought because most flows are built around the user doing something in the browser. All of the above leads to added complexity in application development and deployment due to session management, cookie management, CSRF protection, and other mechanisms related to identity and security.
Identity as a Service (IDaaS)
In today's market, with many proprietary SAAS companies offering Identity as a Service, it seems easy to make sign-on cumbersome for both developers and users. Even with delegated third party login processes such as "Login with Google," where OAuth2 and OpenID Connect are often the primary protocols, the challenge is making a secure and simple login without any extra overhead, for instance, with Oauth2 and OpenID.
Ory's focus is on simplicity, user experience, and above all, using the right tools and technologies for the target application. Feedback from Ory's user community as well as the open source development efforts in creating the OAuth2 and OpenID Connect server Ory Hydra, show that implementing OAuth2 or OpenID Connect is often frustrating and too complex. These technologies aren't one size fits all, and not designed for every implementation scenario.
The main point is that OAuth2 and OpenID Connect protocols solve identity federation. For instance, when the target application authenticates an identity or authorizes access by using a system outside of the application's control, for example within an enterprise, company domain or another third party service. These protocols don't solve processes like updating a user's profile, adding a secondary recovery email, solving 2FA, storing and managing sessions, or solving global logout. These processes are the developer's responsibility and while the OAuth2 and OpenID Connect protocols offer a way to securely solve identity federation over the browser, they don't solve:
- Storage and management of all these tokens. These would often end up in the localStore making them vulnerable to XSS attacks. Or in a cookie issued by an HTTP server; here an extra function would need to be developed.
- Managing and storing the user session. This would require the developer to create the cookie for the session, delete the cookie at log out, and to make sure that the cookie implements best security practices.
- Refreshing expiring tokens. While this function is straightforward for one request, synchronizing for example fifteen concurrent requests can be difficult.
The point is that OAuth2 is hard to use because the intended use cases (for instance "Facebook Photo Backups") are very specific, and the proper security mechanisms need to be in place to deal with malicious third parties. Ory Kratos simplifies user login.
Use a library
Due to the multitude of programming languages across front end, backend and core infrastructure, Ory Kratos embraced a polyglot design. In other words Ory Kratos provides Software Development Kits (SDK) and libraries for the main programming languages.
As software development teams grow, product requirements change. During a development lifecycle different parts, for instance humans, servers, and code, need to scale to size. Over time, the original product splits into smaller, more manageable chunks. The libraries chosen at the outset will need to run on the newest version of the programming language. Sometimes even the programming language or implementation framework are subject to change as a whole. Still, the identity system is often so interlinked with all of the source code, middlewares, annotations, shared state, etc., that it becomes an absolute nightmare to decouple.
Roll your own
Starting from scratch is sometimes the only option to fulfill the product's architectural requirements. In this case, the following are some of the main considerations and challenges in Ory's efforts:
- To manage changing user models;
- To choose and use some encryption algorithms such as BCrypt, PBKDF2, Scrypt, Argon2, Argon2i, Argon2id, Argon2d. There are many alternatives and most of the algorithms have numerous versions and parametrization options for example "Salt length parameter." The multitude of options makes it hard to configure the most secure setting;
- To consider and implement a wide range of processes and process variants. For instance, the user signs up via email, and later uses "Sign up with Google" that has the same email address. Or, the user previously signed up using the email/password process or flow, and then signs up using "Sign up with Google" and vice versa. Even these fairly simple use cases warrant considerable development effort to implement with some degree of user friendliness;
- To prevent security threats for example account enumeration attacks;
- To implement two factor authentication (2FA). When the user loses access to a registered and approved device, there should be a fallback phone number for SMS or offline security codes;
- To understand and use all of the important rules such as activation, welcome, etc., around sending emails that don't alert spam filters;
- To support a broad ecosystem of products and services. For example in the event that a target application needs to notify Stripe when a new customer signs up.
The list above is purposely kept short. There are very many things to consider when building Kratos in concert with the other products Ory Keto, Ory Hydra, and Ory Oathkeeper. The list is really, really long.
Introducing Ory Kratos
Considering all of the information above, there would be enough context to understand why and how Ory Kratos started, and why it's different from other more conventional approaches. Ory Kratos uses a new stack, is open source, and peer reviewed and developed in a broad community of experts.
Solving a specific problem domain
Ory Kratos addresses a defined problem domain:
- managing credentials such as passwords, recovery email addresses, and security questions;
- authentication including secure login, keeping track of sessions and devices;
- self-service account management for example update profile, add/update email addresses, and changing passwords;
- account/identity administration such as create, read, delete, update, import, and get; and
- managing identity data for example first name, last name, profile picture, and birthday, etc.
Ory's Software Architecture and Philosophy document, explains the architectural beliefs and framework behind the Ory Products in particular:
- Small runtime footprint with an about five (5) MB binary running on all operating systems without any system, library, or VM dependencies;
- Fully virtualized in a fifteen (15) MB Docker image;
- Easy to manage with one binary for the server and the cli;
- Run-time orchestration using the latest Kubernetes providing fast and easy to use Helm charts;
- Horizontal scaling with no etcd key value store or memcached or adjacent tool required.
Bring your own User Interface (Framework)
For more details about each individual flow, consult the Self-Service Flows Chapter.
Bring your own Identity Schema(s)
Sometimes it's necessary to store more than one type of identity in your system:
- A customer that uses email + password to login, and needs to set a birthdate; or
- An employee that uses a unique username + password to login with a cost center attached to the profile.
Ory Kratos implements both scenarios by using Identity Schemas
Forget passport-js, oidc-client, ...
While proprietary and bespoke middleware can protect APIs and Web endpoints, Ory Open Source provides a base solution for many use cases. For example, Ory Kratos integrates with Ory Oathkeeper, a Reverse Proxy solution. Defining Access Rules is as easy as writing some JSON / JSON5 / YAML!
Please consult the Quickstart documentation, for further information.