2014-08-11

Implementing robust authentication strategies for any application can be a daunting task and Node.js applications are no exception to this.

In this tutorial, we will develop a Node.js application from scratch and use a relatively new but very popular authentication middleware - Passport to take care of our authentication concerns.

Passport's documentation describes it as a "simple, unobtrusive authentication middleware for Node" and rightly so.

By providing itself as a middleware, Passport does an excellent job at separating the other concerns of a web application from its authentication needs. It allows Passport to be easily configured into any Express-based web application, just like we configure other Express middleware such as logging, body-parsing, cookie-parsing, session-handling, etc.

This tutorial assumes a basic understanding of Node.js and Express framework and try to keep focus on authentication, although we do create a sample Express app from scratch and progress via adding routes to it and authenticating some of those routes.

Authentication Strategies

Passport provides us with 140+ authentication mechanisms to choose from. You can authenticate against a local/remote database instance or use the single sign-on using OAuth providers for Facebook, Twitter, Google, etc. to authenticate with your social media accounts, or you can choose from an extensive list of providers which support authentication with Passport and provide a node module for that.

But worry not: You do not need to include any strategy/mechanism that your application does not need. All these strategies are independent of each other and packaged as separate node modules which are not included by default when you install Passport's middleware:  npm install passport

In this tutorial, we will use the Local Authentication Strategy of Passport and authenticate the users against a locally configured Mongo DB instance, storing the user details in the database. For using the Local Authentication Strategy, we need to install the passport-local module: npm install passport-local

But wait: Before you fire up your terminal and start executing these commands, let's start by building a Express app from scratch and add some routes to it (for login, registration and home) and then try to add our authentication middleware to it. Note that we will be using Express 4 for the purposes of this tutorial, but with some minor differences Passport works equally well with Express 3, as well.

Setting Up the Application

If you haven't already, then go ahead and install Express & express-generator to generate a boilerplate application by simply executing express passport-mongo on the terminal. The generated application structure should look like this:

Let's remove some of the default functionality that we won't be making use of - go ahead and delete the users.js route and remove its references from the app.js file.

Adding Project Dependencies

Open up package.json and add the dependencies for passport and passport-local module.

Since we will be saving the user details in MongoDB, we will use Mongoose as our object data modeling tool. Another way to install and save the dependency to package.json is by entering:

package.json should look like this:

Now, install all the dependencies and run the boilerplate application by executing npm install && npm start. It will now download and install all of the dependencies and will start the node server. You can check the basic Express app at http://localhost:3000/ but there is nothing much to see.

Very soon, we are going to change that by creating a full-fledged express app that asks for shows a registration page for a new user, the login of a registered user, and authenticates the registered user by using Passport.

Creating Mongoose Model

Since we will be saving the user details in Mongo, let's create a User Model in Mongoose and save that in models/user.js in our app.

Basically, we are creating a Mongoose model using which we can perform CRUD operations on the underlying database.

Configuring Mongo

If you do not have Mongo installed locally then we recommend that you use cloud database services such as Modulus or MongoLab. Creating a working MongoDB instance using these is not only free but is just a matter of few clicks.

After you create a database on one of these services, it will give you a database URI likemongodb://<dbuser>:<dbpassword>@novus.modulusmongo.net:27017/<dbName> which can be used to perform CRUD operations on the database. It's a good idea to keep the database configuration in a separate file which can be pull up as and when needed. As such, we create a node module db.js which looks like:

If like me, you are using a local mMngo instance then it's time to start the mongod daemon and the db.js should look like

Now we use this configuration in app.js and connect to it using Mongoose APIs:

Configuring Passport

Passport just provides the mechanism to handle authentication leaving the onus of implementing session-handling ourselves and for that we will be using express-session. Open up app.js and paste the code below before configuring the routes:

This is needed as we want our user sessions to be persistent in nature. Before running the app, we need to install express-session and add it to our dependency list in package.json. To do that type npm install --save express-session

Serializing and Deserializing User Instances

Passport also needs to serialize and deserialize user instance from a session store in order to support login sessions, so that every subsequent request will not contain the user credentials. It provides two methods serializeUser and deserializeUser for this purpose:

Using Passport Strategies

We will now define Passport's strategies for handling login and signup. Each of them would be an instance of  the Local Authentication Strategy of Passport and would be created using the passport.use() function. We use connect-flash to help us with error handling by providing flash messages which can be displayed to user on error.

Login Strategy

The login strategy looks like this:

The first parameter to passport.use() is the name of the strategy which will be used to identify this strategy when applied later. The second parameter is the type of strategy that you want to create, here we use the username-password or the LocalStrategy. It is to be noted that by default the LocalStrategy expects to find the user credentials in username & password parameters, but it allows us to use any other named parameters as well. The passReqToCallback config variable allows us to access the request object in the callback, thereby enabling us to use any parameter associated with the request.

Next, we use the Mongoose API to find the User in our underlying collection of Users to check if the user is a valid user or not. The last parameter in our callback : done denotes a useful method using which we could signal success or failure to Passport module. To specify failure either the first parameter should contain the error, or the second parameter should evaluate to false. To signify success the first parameter should be null and the second parameter should evaluate to a truthy value, in which case it will be made available on the request object

Since passwords are inherently weak in nature, we should always encrypt them before saving them to the database. For this, we use bcrypt-nodejs to help us out with encryption and decryption of passwords.

If you are feeling uneasy with the code snippets and prefer to see the complete code in action, feel free to browse the code here.

Registration Strategy

Now, we define the next strategy which will handle registration of a new user and creates his or her entry in our underlying Mongo DB:

Here, we again use the Mongoose API to find if any user with the given username already exists or not. If not, then create a new user and saves the user information in Mongo. Else return the error using the done callback and flash messages. Note that we use bcrypt-nodejs for creating the hash of the password before saving it:

Creating Routes

If we were to see a birds eye view of our application, it would look like:

We now define our routes for the application in the following module which takes the instance of Passport created in app.js above. Save this module in routes/index.js

The most important part of the above code snippet is the use of passport.authenticate() to delegate the authentication to login and signup strategies when a HTTP POST is made to /login and /signup routes respectively. Note that it is not mandatory to name the strategies on the route path and it can be named anything.

Creating Jade Views

Next, we create the following two views for our application:

layout.jade contains the basic layout & styling information

index.jade contains the login page containing the login form and giving option to create a new account

Thanks to Bootstrap, our Login page now looks like

We need two more views for registration details and for the home page of the application:

register.jade contains the registration form

home.jade says hello and shows logged in user's details

If you are unfamiliar with Jade, check out the documentation.

Implementing Logout Functionality

Passport, being a middleware, is permitted to add certain properties and methods on request and response objects and it makes proper use of it by adding a very handy request.logout() method which invalidates the user session apart from other properties.

Protecting Routes

Passport also gives the ability to protect access to a route which is deemed unfit for an anonymous user. This means that if some user tries to access http://localhost:3000/home without authenticating in the application, he will be redirected to home page by doing

Conclusion

Passport is not the only player in this arena when its comes to authenticating Node.js applications and there exists alternatives like EveryAuth but the modularity, flexibility, community support and the fact that its just a middleware makes Passport definitely a much better choice.

For a detailed comparison between the two, here is an interesting & informative perspective from the developer of Passport himself.

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