Showing posts with label bot. Show all posts
Showing posts with label bot. Show all posts

Monday, November 4, 2019

Configure a PeopleSoft instance to point to an ODA Channel/Skill

This post will cover the PeopleSoft configuration required to enable a delivered Chatbot and point to the ODA Channel/Skill.

PeopleBook References:
Creating Bot Definitions
Adding Chatbot to Application pages

PeopleBooks is self explanatory. Here are a few additional items that I found useful.

Configuring the Application Service

As delivered, both the service operations (PTCB_APPL_SVC_GET.v1 and PTCB_APPL_SVC_POST.v1) associated with the delivered REST - Chatbot Application Service - PTCB_APPL_SVC use 'Basic Authentication and SSL' as the 'Req Verification' option.

For example:


In my case, because I am using a HCM 9.2 - PI 31 instance running on OCI (created by PeopleSoft Cloud Manager) as a demo/proof of concept, I did not setup SSL. To workaround the SSL issues, I set the 'Req Verification' property to 'Basic Authentication' for both service operations.

Security to access the Bot Definition

While testing, I found that when I opened my 'Absence Assistant' chatbot, it would open the modal window but it would keep spinning endlessly without loading anything. I did not find any errors on the Browser Console either.


Note: The Chatbot window spinning could happen due to several reasons.

In this case, the issue was that the current PeopleSoft user did not have access to the Bot definition. We can provide this by adding the following Role that we used to setup the Bot definition.


Testing the Chatbot

I learnt that using the delivered JPATTERSON userid in HCM 9.2 - PI 31 was very handy because the user already had the necessary absence information setup!

DIY PeopleSoft Chatbots

Chatbots are here in PeopleSoft! The PeopleSoft Chatbot Integration Framework was delivered via Enterprise Components in various Applications (HCM, FSCM, CS, etc.). Utilizing this framework, HCM delivered the 'Absence Assistant' Chatbot in PUM Image 31.

Using an Oracle Cloud trial account, I went through the exercise of spinning up a HCM 9.2 - PI 31 instance on Oracle Cloud Infrastructure (OCI) using PeopleSoft Cloud Manager, creating an Oracle Digital Assistant (ODA) instance on OCI, uploading the delivered 'Absence Assistant' Skill to ODA, configuring the ODA Skill/Channel to point to the HCM instance and likewise configuring the HCM instance to point to the ODA Skill/Channel!

Here is a demo of the 'Absence Assistant' Chatbot in action!


Hat Tip

I am very thankful to all Oracle PeopleSoft and ODA Product Managers, PeopleSoft Development team and PeopleSoft Support team for answering all my questions and pointing me in the right direction. Too many to list them all but they know who they are! Their insights are much appreciated.

Before you get started

Use HCM 9.2 PUM Image 32

If you are just getting started, I would highly recommend you to start with HCM 9.2 PUM Image 32. I started my proof of concept on PUM Image 31 and ran into several issues that were fixed in PI 32. Among other things, I had to pull out certain bugs (30151468, 30151584, 30150506) and the web SDK (ochatjs.zip) from PI 32 and apply them to my PI 31 instance. You will save yourself a lot of time simply by starting with PI 32!

Setup the <Proxy User> userid in PeopleSoft

Before we go any further, it would be a good idea to go ahead and setup the <Proxy User> userid in the HCM instance. This will be needed in the ODA Skill configuration.

PeopleBooks: Understanding Security for Chatbot Integration Framework

Configuration Steps - Blog Series

The following steps detail all the configurations that are necessary to setup the PeopleSoft - ODA Chatbot integration. This series of blogs address several practical tips, tricks and lessons learnt that might not be covered in PeopleBooks and other documentation.

Step 1: Setup PeopleSoft Web Server for ODA
Step 2: Setup the ODA instance on OCI
Step 3: Configure the delivered Skill in ODA
Step 4: Configure PeopleSoft to point to the Skill/Channel in ODA

Wednesday, November 25, 2015

Implementing no CAPTCHA reCAPTCHA in PeopleSoft

This post is based on a great discussion concerning security on the OTN forums.

The requirement was to solve the problem of bots/hacker websites hijacking users to their malicious locations (masquerading the legitimate PeopleSoft site), scraping the credentials from the users and then posting the data into the PeopleSoft signin page in a typical phishing attack scenario.

If you read through the discussion, you will notice some very valid questions, concerns and suggestions provided by Greg Kelly from Oracle and others around how to ensure that such phishing emails and attacks can be prevented.

Outside of that discussion, traditionally CAPTCHA has been used in several websites to prevent bot attacks. Now Google's reCAPTCHA project is being used more commonly since its inception in 2009. The latest version (no CAPTCHA reCAPTCHA) has significant user experience improvements. Additionally, the reCAPTCHA API version 2.0 is now a RESTful API which makes server side validation a lot easier. Another great incentive to use Google's no CAPTCHA reCAPTCHA is the fact that it is FREE!

Before going down the path of implementing reCAPTCHA, please consider accessibility and user experience implications and test accordingly. Click here for an article that talks about accessibility features of reCAPTCHA.

Here are the steps to implement Google reCAPTCHA API version 2.0 in PeopleSoft.

Note: I am currently using a HCM 9.2 PUM Image 12 - PeopleTools 8.54.08.
Reference Document: Developer's Guide

Step 1: Sign up for an API key pair

Please click here to sign up on the Goolge reCAPTCHA website. Once you sign up for an API key pair to your site, you will be provided with two keys - secret key and site key.

Step 2: Client side integration

In this case, let us assume that we want to add reCAPTCHA to the PeopleSoft signin page. So the signin page will be our client side content where we would add the reCAPTCHA code.

Here are the instructions from the Google reCAPTCHA documentation:


Let us add the above code snippet to the PeopleSoft signin page (signin.html).

Note: We can locate the signin.html file in the following directory on the web server.
<PIA_HOME>/webserv/<DOMAIN>/applications/peoplesoft/PORTAL.war/WEB-INF/psftdocs/<site_name>/

Add the following script inclusion code just before </HEAD> as shown:
<!-- CSK reCAPTCHA - Start -->
<script src='https://www.google.com/recaptcha/api.js'></script>
<!-- CSK reCAPTCHA - End -->


 Add the following div (reCAPTCHA) in an appropriate location on the content page. I chose to add it right before the submit button which could be referenced by <input name="Submit" type="submit" title="<%=137%>" class="ps-button" value="<%=137%>">.

<!-- CSK reCAPTCHA - Start -->
    <div class="g-recaptcha" data-sitekey="<ENTER_YOUR_SITE_KEY_HERE>" align="center"></div>
    <br/>
<!-- CSK reCAPTCHA - End -->


Note: If you are on PeopleTools 8.54 then you might also want to perform the same customizations to signin_fmode.html file as well. This is due to a known issue that will be fixed in PeopleTools 8.55. Refer: E-FLUID - Fluid HomePage Sign Off Link Calls fmode=1 in URL, Skips Custom signout.html Page (Doc ID 2001761.1).

Please bounce and clear the cache on your web server domains. Let us now see the reCAPTCHA plugin in action on the client side.






We are not done yet! Once verified, the reCAPTCHA integration would additionally add a string with the name "g-recaptcha-response" to the payload when the user submits (form post). This string would be a key that is generated specifically for our site. The string needs to be validated on the server side which we will explore in the next section.

Step 3: Server side integration/validation

This is the step where we verify the string provided by reCAPTCHA for validity by making a REST API call. Instructions from Google reCAPTCHA documentation.


For more details: Refer API documentation.

In this case, since we are trying to validate the reCAPTCHA response string provided by the PeopleSoft signin page, the best place to add the validation logic would be in the SignOn PeopleCode.

Let us now add a new row/entry in the sequence of Signon PeopleCode events as shown in the following screenshot. I am referencing a custom function name which I will explain shortly.


Record: CSK_RECAPTCHA
Field Name: FUNCLIB
Event Name: FieldFormula
Function Name: CSK_RECAPTCHA_CHECK

Note: After making any changes to Signon PeopleCode we must bounce the app servers for them to take effect.

Now let us see how to write some custom code to validate the reCAPTCHA response string. For reference, I pasted the entire peoplecode at the very end of this post.

Click on image to zoom in!


Note: In this case, I am using Apache Commons HttpClient Java Libraries to make the REST API call. Please refer to my previous blog posts that have more details on this topic (Part I and Part II).

Details on custom function validate_reCAPTCHA_JSON is provided below. For the purposes of JSON parsing, I am using a server side scripting technique described by Jim Marion in his blog post. 

Click on image to zoom in!


Message Catalog Entry that contains the JSON Parsing Script:


Script for reference:

var result = (function() {

     var json = JSON.parse(json_string);

     if (json.success) {
          return "true";
     } else {
          return "false";
     }

}());


This completes our server side integration/validation. Now we are relatively free of bot attacks! :)

Note: The same feature can be applied to any content page within the PeopleSoft application as well. If not easier, the effort should be the same as what we just went through in this post.

PeopleCode Functions for reference:

Function validate_reCAPTCHA_JSON(&json As string) Returns boolean;
  
   Local string &success;
  
   /* Instantiate ScriptEngine Manager and Engine objects */
   Local JavaObject &manager = CreateJavaObject("javax.script.ScriptEngineManager");
   Local JavaObject &engine = &manager.getEngineByName("JavaScript");
  
   /* Pass JSON string */
   &engine.put("json_string", &json);
   /* Get JSON Parse JavaScript from Message Catalog */
   Local string &jsFunction = MsgGetExplainText(26000, 1, "NONE");
  
   If &jsFunction <> "NONE" Then
      &engine.eval(&jsFunction);
      &success = &engine.get("result").toString();
   End-If;
  
   If Upper(&success) = "TRUE" Then
      Return True;
   Else
      Return False;
   End-If;
  
End-Function;

Function CSK_RECAPTCHA_CHECK()
  
   /* Get reCaptcha parameter from the Request */
   Local string &reCAPTCHA = %Request.GetParameter("g-recaptcha-response");
  
   If &reCAPTCHA = "" Then
      /* Fail Authentication */
      SetAuthenticationResult( False, %SignonUserId, "", False);
   Else
      /* Do further validation if required. Refer: https://developers.google.com/recaptcha/docs/verify */
      /* Post user's reCAPTCHA response and server's private key to API: https://www.google.com/recaptcha/api/siteverify */
      try
        
         /* Using Apache HttpClient for REST - Post Method */
         Local JavaObject &jHttp, &jMethod, &filePart, &partArray, &mPartReqEntity;
        
         /* Initialize HttpClient and set parameters */
         &jHttp = CreateJavaObject("org.apache.commons.httpclient.HttpClient");
         &jHttp.getHttpConnectionManager().getParams().setConnectionTimeout(20000);
        
         /* Initialize PostMethod */
         /* !!!!!! Avoid hardcoding !!!!!!!! Replace below URL with a URL definition that is configurable. */
         Local string &sURL = "https://www.google.com/recaptcha/api/siteverify";
         &jMethod = CreateJavaObject("org.apache.commons.httpclient.methods.PostMethod", &sURL);
         &jMethod.setFollowRedirects( False);
        
         /* Add Multi-Part Message - Start */
         /* Create String Part - secret */
         &secretPart = CreateJavaObject("org.apache.commons.httpclient.methods.multipart.StringPart", "secret", "<ENTER_YOUR_SECRET_KEY_HERE>");
         /* Create String Part - response */
         &responsePart = CreateJavaObject("org.apache.commons.httpclient.methods.multipart.StringPart", "response", &reCAPTCHA);
         /* Add Parts to Part Array */
         &partArray = CreateJavaObject("org.apache.commons.httpclient.methods.multipart.Part[]", &secretPart, &responsePart);
         /* Create Multi-Part Request Entity */
         &mPartReqEntity = CreateJavaObject("org.apache.commons.httpclient.methods.multipart.MultipartRequestEntity", &partArray, &jMethod.getParams());
         /* Add Multi-Part Request Entity to the Post Method */
         &jMethod.setRequestEntity(&mPartReqEntity);
         /* Add Multi-Part Message - End */
        
         /* Invoke PostMethod */
         Local integer &return = &jHttp.executeMethod(&jMethod);
         Local string &responseBody = &jMethod.getResponseBodyAsString();
        
         If (validate_reCAPTCHA_JSON(&responseBody)) Then
            /* reCaptcha success: allow user */
            SetAuthenticationResult( True, %SignonUserId, "", False);
         Else
            /* reCaptcha failure: deny */
            SetAuthenticationResult( False, %SignonUserId, "", False);
         End-If;
        
      catch Exception &ex
         /* Unknown Exception */
         SetAuthenticationResult( False, %SignonUserId, "", False);
      end-try;
   End-If;
End-Function;