In r-lib/pkgman: Another Approach to Package Installation

This document describes a few notes specifically for Windows users on networks with custom certificates or proxy settings. For regular Windows users, things should work out of the box.

library(curl)

Multiple SSL Backends

In order to make SSL (https) connections, libcurl uses an SSL backend. Currently the Windows version of the curl package supports two SSL backends: OpenSSL and Windows Secure Channel. Only one can be enabled, which is determined when the curl package is first loaded in your R session.

| | Secure Channel | OpenSSL | |------------------------------------|---------------------------------|------------------------| | trust certificates | Windows Cert Store | Windows Cert Store or curl-ca-bundle.crt file [^1] | | supports HTTP/2 | No | Yes | | works on corporate networks | Usually Yes | Maybe not | | support http proxy server | Yes | Yes | | support https proxy server | No | Yes | | support client certificate authentication | No | Yes |

[^1]: As of version 5 we now default to CURLSSLOPT_NATIVE_CA. To use a traditional PEM bundle set the CURL_CA_BUNDLE environment variable.

The default backend on Windows 7 and up is Secure Channel. This uses the native Windows SSL API and certificates, which is the safest choice for most users.

Have a look at curl::curl_version() to see which ssl backends are available and which one is in use.

curl::curl_version()
#> $version
#> [1] "8.8.0"
#> 
#> $headers
#> [1] "8.8.0"
#> 
#> $ssl_version
#> [1] "(OpenSSL/3.3.0) Schannel"
#> ...

The part in parentheses means this backend is available but currently not in use. Hence the output above means that the current active backend is Secure Channel, but OpenSSL is also supported, but currently not in use.

To switch to OpenSSL, you need to set an environment variable CURL_SSL_BACKEND to "openssl" when starting R. A good place to set this is in your .Renviron file in your user home (Documents) directory; the ?Startup manual has more details. The following will write to your ~/.Renviron file.

write('CURL_SSL_BACKEND=openssl', file = "~/.Renviron", append = TRUE)

Now if you restart R, the default back-end should have changed:

curl::curl_version()$ssl_version
#> [1] "OpenSSL/3.3.0 (Schannel)"

Optionally, you can also set CURL_CA_BUNDLE in your ~/.Renviron to use a custom trust bundle. If CURL_CA_BUNDLE is not set, we use the Windows cert store. When using Schannel, no trust bundle can be specified because we always use the certificates from the native Windows cert store.

It is not possible to change the SSL backend once the curl package has been loaded.

Using a Proxy Server

Windows proxy servers are a complicated topic because depending on your corporate network configuration, different settings may be needed. If your company uses proxies with custom certificates, this might also interact with the previous topic.

Proxy settings can either be configured in the handle for a single request, or globally via environment variables. This is explained in detail on the curl website detail in the manual pages for CURLOPT_PROXY and libcurl-env.

If you know the address of your proxy server you can set it via the curlopt_proxy option:

h <- new_handle(proxy = "http://proxyserver:8080", verbose = TRUE)
req <- curl_fetch_memory("https://httpbin.org/get", handle = h)
#> Verbose output here...

The example above should yield some verbose output indicating if the proxy connection was successful.

If this did not work, study the verbose output from above to see what seems to be the problem. Note that curl supports many options related to proxies (types, auth, etc), the details of which you can find on the libcurl homepage.

curl_options('proxy')

To use a global proxy server for all your requests, you can set the environment variable http_proxy (lowercase!) or https_proxy or ALL_PROXY. See this page for details. This variable may be set or changed in R at runtime, for example:

Sys.setenv(ALL_PROXY = "http://proxy.mycorp.com:8080")
req <- curl_fetch_memory("https://httpbin.org/get")
#> verbose output here...

To use a default proxy server for all your R sessions, a good place to set this environment variable is in your .Renviron as explained above:

ALL_PROXY="http://proxy.mycorp.com:8080"

An additional benefit of setting these environment variables is that they are also supported by base R download.file and install.packages. The manual page for ?download.file has a special section on "Setting Proxies" which explains this.

Discovering Your Proxy Server

If you don't know what your proxy server is, the curl package has a few utilities that interact with Internet Explorer to help you find out. First have a look at ie_proxy_info() to see IE settings:

curl::ie_proxy_info() 
#> $AutoDetect
#> [1] FALSE
#> 
#> $AutoConfigUrl
#> [1] "http://173.45.10.27:8543/proxypac.pac"
#> 
#> $Proxy
#> [1] "173.45.10.27:3228"
#> 
#> $ProxyBypass
#> [1] "10.*;173.*;mail.mycorp.org;autodiscover.mycorp.org;ev.mycorp.org;ecms.mycorp.org"

There are a few settings here, such as default proxy server and a list of hosts which do not need proxying, usually hosts within the corporate intranet (these can probably be used in CURLOPT_NOPROXY).

The most complicated case is when your network uses different proxy servers for different target urls. The AutoConfigUrl field above refers to a proxy auto config (PAC) script that Internet Explorer has to run to find out which proxy server it has to use for a given host. The curl package exposes another function which calls out to Internet Explorer do it's thing and tell us the appropriate proxy server for a given host:

curl::ie_get_proxy_for_url("https://www.google.com")
#> [1] "http://173.45.10.27:3228"

curl::ie_get_proxy_for_url("http://mail.mycorp.org")
#> NULL

The exact logic that Windows uses to derive the appropriate proxy server for a given host from the settings above is very complicated and may involve some trial and error until something works.

Currently curl does not automatically set IE proxies, so you need to manually set these in the handles or environment variables. One day we could try to make the curl package automatically discover and apply Windows proxy settings. However to make sure we cover all edge cases we need more examples from users in real world corporate networks.

r-lib/pkgman documentation built on Nov. 18, 2024, 2:23 p.m.