Consider the case of an environment with a single server, properly
configured with SPF but without DKIM:

   - Original messages from this server are considered authenticated based
   on SPF Pass with alignment, but
   - Bounce messages from this server are considered unauthenticated
   because messages with a null sender require DKIM.

This inconsistency is illogical and impossible to justify.   In general,
configuring DKIM for bounce messages is likely to be harder than
configuring messages for original messages.   So for consistency, our rule
should be one of these:

   - Because DKIM is required for bounce messages, DMARC requires DKIM for
   all messages,
   OR
   - Because DKIM is optional for original messages, DKIM is also optional
   for bounce messages.

We have rejected the idea of mandatory DKIM, so we need a solution to
validate the From address when we have a null sender and no signature.
Clearly, SPF on HELO is NOT that solution.

The workable solution is the following:

   - When the Mail From address is null, the From address is used to
   compute an SPF result, and that result is used to determine the DMARC
   result.

When this test produces PASS, it is interpreted to mean:
"Because this server is trusted to send regular messages on behalf of this
>From domain, it is also trusted to send bounces and other null sender
messages on behalf of this domain."

Similarly, when the test produces FAIL, it is interpreted to mean:
"Because this server is NOT trusted to send regular messages for this From
domain, it is also not trusted to send bounce messages or other null sender
messages on behalf of this domain."

Doug Foster
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