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This document gives you the basics on securely managing secrets. Most of this document is not directly related to httr, but it’s common to have some secrets to manage whenever you are using an API.
What is a secret? Some secrets are short alphanumeric sequences:
Passwords are clearly secrets, e.g. the second argument to
authenticate()
. Passwords are particularly important
because people (ill-advisedly) often use the same password in multiple
places.
Personal access tokens (e.g. github) should be kept secret: they are basically equivalent to a user name password combination, but are slightly safer because you can have multiple tokens for different purposes and it’s easy to invalidate one token without affecting the others.
Surprisingly, the “client secret” in an oauth_app()
is
not a secret. It’s not equivalent to a password, and if
you are writing an API wrapper package, it should be included in the
package. (If you don’t believe me, here are google’s
comments on the topic.)
Other secrets are files:
The JSON web token (jwt) used for server-to-server OAuth (e.g. google) is a secret because it’s equivalent to a personal access token.
The .httr-oauth
file is a secret because it stores
OAuth access tokens.
The goal of this vignette is to give you the tools to manage these secrets in a secure way. We’ll start with best practices for managing secrets locally, then talk about sharing secrets with selected others (including travis), and finish with the challenges that CRAN presents.
Here, I assume that the main threat is accidentally sharing your secrets when you don’t want to. Protecting against a committed attacker is much harder. And if someone has already hacked your computer to the point where they can run code, there’s almost nothing you can do. If you’re concerned about those scenarios, you’ll need to take a more comprehensive approach that’s outside the scope of this document.
Working with secret files locally is straightforward because it’s ok to store them in your project directory as long as you take three precautions:
Ensure the file is only readable by you, not by any other user on
the system. You can use the R function Sys.chmod()
to do
so:
It’s good practice to verify this setting by examining the file metadata with your local filesystem GUI tools or commands.
If you use git: make sure the files are listed in
.gitignore
so they don’t accidentally get included in a
public repository.
If you’re making a package: make sure they are listed in
.Rbuildignore
so they don’t accidentally get included in a
public R package.
httr proactively takes all of these steps for you whenever it creates
a .httr-oauth
file.
The main remaining risk is that you might share the entire directory (i.e. zipping and emailing, or in a public dropbox directory). If you’re worried about this scenario, store your secret files outside of the project directory. If you do this, make sure to provide a helper function to locate the file and provide an informative message if it’s missing.
my_secrets <- function() {
path <- "~/secrets/secret.json"
if (!file.exists(path)) {
stop("Can't find secret file: '", path, "'")
}
jsonlite::read_json(path)
}
Storing short secrets is harder because it’s tempting to record them as a variable in your R script. This is a bad idea, because you end up with a file that contains a mix of secret and public code. Instead, you have three options:
Regardless of how you store them, to use your secrets you will still need to read them into R variables. Be careful not to expose them by printing them or saving them to a file.
For scripts that you only use every now and then, a simple solution is to simply ask for the password each time the script is run. If you use RStudio an easy and secure way to request a password is with the rstudioapi package:
If you don’t use RStudio, use a more general solution like the getPass package.
You should never type your password into the R
console: this will typically be stored in the .Rhistory
file, and it’s easy to accidentally share without realising it.
Asking each time is a hassle, so you might want to store the secret across sessions. One easy way to do that is with environment variables. Environment variables, or envvars for short, are a cross platform way of passing information to processes.
For passing envvars to R, you can list name-value pairs in a file
called .Renviron
in your home directory. The easiest way to
edit it is to run:
The file looks something like
VAR1 = value1
VAR2 = value2
And you can access the values in R using
Sys.getenv()
:
Note that .Renviron
is only processed on startup, so
you’ll need to restart R to see changes.
These environment variables will be available in every running R process, and can easily be read by any other program on your computer to access that file directly. For more security, use the keyring package.
The keyring package provides a way to store (and retrieve) data in your OS’s secure secret store. Keyring has a simple API:
By default, keyring will use the system keyring. This is unlocked by default when you log in, which means while the password is stored securely pretty much any process can access it.
If you want to be even more secure, you can create custom keyring and keep it locked. That will require you to enter a password every time you want to access your secret.
Note that accessing the key always unlocks the keyring, so if you’re being really careful, make sure to lock it again afterwards.
You might wonder if we’ve actually achieved anything here because we still need to enter a password! However, that one password lets you access every secret, and you can control how often you need to re-enter it by manually locking and unlocking the keyring.
There is no way to securely share information with arbitrary R users,
including CRAN. That means that if you’re developing a package, you need
to make sure that R CMD check
passes cleanly even when
authentication is not available. This tends to primarily affect the
documentation, vignettes, and tests.
Like any R package, an API client needs clear and complete
documentation of all functions. Examples are particularly useful but may
need to be wrapped in \donttest{}
to avoid challenges of
authentication, rate limiting, lack of network access, or occasional API
server down time.
Vignettes pose additional challenges when an API requires authentication, because you don’t want to bundle your own credentials with the package! However, you can take advantage of the fact that the vignette is built locally, and only checked by CRAN. In a setup chunk, do:
NOT_CRAN <- identical(tolower(Sys.getenv("NOT_CRAN")), "true")
knitr::opts_chunk$set(purl = NOT_CRAN)
And then use eval = NOT_CRAN
in any chunk that requires
access to a secret.
Use testthat::skip()
to automatically skip tests that
require authentication. I typically will wrap this into a little helper
function that I call at the start of every test requiring auth.
These binaries (installable software) and packages are in development.
They may not be fully stable and should be used with caution. We make no claims about them.
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