doc/interactive-service-notes.rst
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 OpenVPN Interactive Service Notes
 =================================
 
 
 Introduction
 ------------
 
 OpenVPN Interactive Service, also known as "iservice" or
 "OpenVPNServiceInteractive", is a Windows system service which allows
 unprivileged openvpn.exe process to do certain privileged operations, such as
 adding routes. This removes the need to always run OpenVPN as administrator,
 which was the case for a long time, and continues to be the case for OpenVPN
 2.3.x.
 
 The 2.4.x release and git "master" versions of OpenVPN contain the Interactive
 Service code and OpenVPN-GUI is setup to use it by default. Starting from
 version 2.4.0, OpenVPN-GUI is expected to be started as user (do not right-click
 and "run as administrator" or do not set the shortcut to run as administrator).
 This ensures that OpenVPN and the GUI run with limited privileges.
 
 
 How It Works
 ------------
 
 Here is a brief explanation of how the Interactive Service works, based on
 `Gert's email`_ to openvpn-devel mailing list. The example user, *joe*, is not
 an administrator, and does not have any other extra privileges.
 
 - OpenVPN-GUI runs as user *joe*.
 
 - Interactive Service runs as a local Windows service with maximum privileges.
 
 - OpenVPN-GUI connects to the Interactive Service and asks it to "run
   openvpn.exe with the given command line options".
 
 - Interactive Service starts openvpn.exe process as user *joe*, and keeps a
   service pipe between Interactive Service and openvpn.exe.
 
 - When openvpn.exe wants to perform any operation that require elevation (e.g.
   ipconfig, route, configure DNS), it sends a request over the service pipe to
   the Interactive Service, which will then execute it (and clean up should
   openvpn.exe crash).
 
 - ``--up`` scripts are run by openvpn.exe itself, which is running as user
   *joe*, all privileges are nicely in place.
 
 - Scripts run by the GUI will run as user *joe*, so that automated tasks like
   mapping of drives work as expected.
 
 This avoids the use of scripts for privilege escalation (as was possible by
 running an ``--up`` script from openvpn.exe which is run as administrator).
 
 
 Client-Service Communication
 ----------------------------
 
 Connecting
 ~~~~~~~~~~
 
 The client (OpenVPN GUI) and the Interactive Service communicate using a named
 message pipe. By default, the service provides the ``\\.\pipe\openvpn\service``
 named pipe.
 
 The client connects to the pipe for read/write and sets the pipe state to
 ``PIPE_READMODE_MESSAGE``::
 
    HANDLE pipe = CreateFile(_T("\\\\.\\pipe\\openvpn\\service"),
        GENERIC_READ | GENERIC_WRITE,
        0,
        NULL,
        OPEN_EXISTING,
        FILE_FLAG_OVERLAPPED,
        NULL);
 
    if (pipe == INVALID_HANDLE_VALUE)
    {
        // Error
    }
 
    DWORD dwMode = PIPE_READMODE_MESSAGE;
    if (!SetNamedPipeHandleState(pipe, &dwMode, NULL, NULL)
    {
        // Error
    }
 
 
 openvpn.exe Startup
 ~~~~~~~~~~~~~~~~~~~
 
 After the client is connected to the service, the client must send a startup
 message to have the service start the openvpn.exe process. The startup message
 is comprised of three UTF-16 strings delimited by U0000 zero characters::
 
    startupmsg     = workingdir WZERO openvpnoptions WZERO stdin WZERO
 
    workingdir     = WSTRING
    openvpnoptions = WSTRING
    stdin          = WSTRING
 
    WSTRING        = *WCHAR
    WCHAR          = %x0001-FFFF
    WZERO          = %x0000
 
 ``workingdir``
    Represents the folder openvpn.exe process should be started in.
 
 ``openvpnoptions``
    String contains ``--config`` and other OpenVPN command line options, without
    the ``argv[0]`` executable name ("openvpn" or "openvpn.exe"). When there is
    only one option specified, the ``--config`` option is assumed and the option
    is the configuration filename.
 
    Note that the interactive service validates the options. OpenVPN
    configuration file must reside in the configuration folder defined by
    ``config_dir`` registry value. The configuration file can also reside in any
    subfolder of the configuration folder. For all other folders the invoking
    user must be a member of local Administrators group, or a member of the group
    defined by ``ovpn_admin_group`` registry value ("OpenVPN Administrators" by
    default).
 
 ``stdin``
    The content of the ``stdin`` string is sent to the openvpn.exe process to its
    stdin stream after it starts.
 
    When a ``--management ... stdin`` option is present, the openvpn.exe process
    will prompt for the management interface password on start. In this case, the
    ``stdin`` must contain the password appended with an LF (U000A) to simulate
    the [Enter] key after the password is "typed" in.
 
    The openvpn.exe's stdout is redirected to ``NUL``. Should the client require
    openvpn.exe's stdout, one should specify ``--log`` option.
 
 The message must be written in a single ``WriteFile()`` call.
 
 Example::
 
    // Prepare the message.
    size_t msg_len =
        wcslen(workingdir) + 1 +
        wcslen(options   ) + 1 +
        wcslen(manage_pwd) + 1;
    wchar_t *msg_data = (wchar_t*)malloc(msg_len*sizeof(wchar_t));
    _snwprintf(msg_data, msg_len, L"%s%c%s%c%s",
        workingdir, L'\0',
        options, L'\0',
        manage_pwd)
 
    // Send the message.
    DWORD dwBytesWritten;
    if (!WriteFile(pipe,
        msg_data,
        msg_len*sizeof(wchar_t),
        &dwBytesWritten,
        NULL))
    {
        // Error
    }
 
    // Sanitize memory, since the stdin component of the message
    // contains the management interface password.
    SecureZeroMemory(msg_data, msg_len*sizeof(wchar_t));
    free(msg_data);
 
 
 openvpn.exe Process ID
 ~~~~~~~~~~~~~~~~~~~~~~
 
 After receiving the startup message, the Interactive Service validates the user
 and specified options before launching the openvpn.exe process.
 
 The Interactive Service replies with a process ID message. The process ID
 message is comprised of three UTF-16 strings delimited by LFs (U000A)::
 
    pidmsg  = L"0x00000000" WLF L"0x" pid WLF L"Process ID"
 
    pid     = 8*8WHEXDIG
 
    WHEXDIG = WDIGIT / L"A" / L"B" / L"C" / L"D" / L"E" / L"F"
    WDIGIT  = %x0030-0039
    WLF     = %x000a
 
 ``pid``
    A UTF-16 eight-character hexadecimal process ID of the openvpn.exe process
    the Interactive Service launched on client's behalf.
 
 
 openvpn.exe Monitoring and Termination
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
 After the openvpn.exe process is launched, the client can disconnect the pipe to
 the interactive service. However, it should monitor the openvpn.exe process
 itself. OpenVPN Management Interface is recommended for this.
 
 The client may choose to stay connected to the pipe. When the openvpn.exe
 process terminates, the service disconnects the pipe. Should the openvpn.exe
 process terminate with an error, the service sends an error message to the
 client before disconnecting the pipe.
 
 Note that Interactive Service terminates all child openvpn.exe processes when
 the service is stopped or restarted. This allows a graceful elevation-required
 clean-up (e.g. restore ipconfig, route, DNS).
 
 
 Error Messages
 ~~~~~~~~~~~~~~
 
 In case of an error, the Interactive Service sends an error message to the
 client. Error messages are comprised of three UTF-16 strings delimited by LFs
 (U000A)::
 
    errmsg = L"0x" errnum WLF func WLF msg
 
    errnum = 8*8WHEXDIG
    func   = WSTRING
    msg    = WSTRING
 
 ``errnum``
    A UTF-16 eight-character hexadecimal error code. Typically, it is one of the
    Win32 error codes returned by ``GetLastError()``.
 
    However, it can be one of the Interactive Service specific error codes:
 
    ===================== ==========
    Error                 Code
    ===================== ==========
    ERROR_OPENVPN_STARTUP 0x20000000
    ERROR_STARTUP_DATA    0x20000001
    ERROR_MESSAGE_DATA    0x20000002
    ERROR_MESSAGE_TYPE    0x20000003
    ===================== ==========
 
 ``func``
    The name of the function call that failed or an error description.
 
 ``msg``
   The error description returned by a
   ``FormatMessageW(FORMAT_MESSAGE_FROM_SYSTEM, 0, errnum, ...)`` call.
 
 
 Interactive Service Configuration
 ---------------------------------
 
 The Interactive Service settings are read from the
 ``HKEY_LOCAL_MACHINE\SOFTWARE\OpenVPN`` registry key by default.
 
 All the following registry values are of the ``REG_SZ`` type:
 
 *Default*
    Installation folder (required, hereinafter ``install_dir``)
 
 ``exe_path``
    The absolute path to the openvpn.exe binary; defaults to
    ``install_dir "\bin\openvpn.exe"``.
 
 ``config_dir``
    The path to the configuration folder; defaults to ``install_dir "\config"``.
 
 ``priority``
    openvpn.exe process priority; one of the following strings:
 
    - ``"IDLE_PRIORITY_CLASS"``
    - ``"BELOW_NORMAL_PRIORITY_CLASS"``
    - ``"NORMAL_PRIORITY_CLASS"`` (default)
    - ``"ABOVE_NORMAL_PRIORITY_CLASS"``
    - ``"HIGH_PRIORITY_CLASS"``
 
 ``ovpn_admin_group``
    The name of the local group, whose members are authorized to use the
    Interactive Service unrestricted; defaults to ``"OpenVPN Administrators"``
 
 
 Multiple Interactive Service Instances
 --------------------------------------
 
 OpenVPN 2.4.5 extended the Interactive Service to support multiple side-by-side
 running instances. This allows clients to use different Interactive Service
 versions with different settings and/or openvpn.exe binary version on the same
 computer.
 
 OpenVPN installs the default Interactive Service instance only. The default
 instance is used by OpenVPN GUI client and also provides backward compatibility.
 
 
 Installing a Non-default Interactive Service Instance
 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 
 1. Choose a unique instance name. For example: "$v2.5-test". The instance name
    is appended to the default registry path and service name. We choose to start
    it with a dollar "$" sign analogous to Microsoft SQL Server instance naming
    scheme. However, this is not imperative.
 
    Appending the name to the registry path and service name also implies the
    name cannot contain characters not allowed in Windows paths: "<", ">", double
    quote etc.
 
 2. Create an ``HKEY_LOCAL_MACHINE\SOFTWARE\OpenVPN$v2.5-test`` registry key and
    configure the Interactive Service instance configuration appropriately.
 
    This allows using slightly or completely different settings from the default
    instance.
 
    See the `Interactive Service Configuration`_ section for the list of registry
    values.
 
 3. Create and start the instance's Windows service from an elevated command
    prompt::
 
       sc create "OpenVPNServiceInteractive$v2.5-test" \
          start= auto \
          binPath= "<path to openvpnserv.exe> -instance interactive $v2.5-test" \
          depend= tap0901/Dhcp \
          DisplayName= "OpenVPN Interactive Service (v2.5-test)"
 
       sc start "OpenVPNServiceInteractive$v2.5-test"
 
    This allows using the same or a different version of openvpnserv.exe than the
    default instance.
 
    Note the space after "=" character in ``sc`` command line options.
 
 4. Set your OpenVPN client to connect to the
    ``\\.\pipe\openvpn$v2.5-test\service``.
 
    This allows the client to select a different installed Interactive Service
    instance at run-time, thus allowing different OpenVPN settings and versions.
 
    At the time writing, the OpenVPN GUI client supports connecting to the
    default Interactive Service instance only.
 
 .. _`Gert's email`: https://www.mail-archive.com/openvpn-devel@lists.sourceforge.net/msg00097.html