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DDoS Open Threat Signaling over UDP
draft-mortensen-dots-over-udp-00

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This is an older version of an Internet-Draft whose latest revision state is "Expired".
Author Andrew Mortensen
Last updated 2016-10-31
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draft-mortensen-dots-over-udp-00
DOTS                                                        A. Mortensen
Internet-Draft                                      Arbor Networks, Inc.
Intended status: Standards Track                        October 31, 2016
Expires: May 4, 2017

                  DDoS Open Threat Signaling over UDP
                    draft-mortensen-dots-over-udp-00

Abstract

   This document describes the use of the Distributed-Denial-of-Service
   (DDoS) Open Threat Signaling (DOTS) protocol over UDP [RFC0768].

Status of This Memo

   This Internet-Draft is submitted in full conformance with the
   provisions of BCP 78 and BCP 79.

   Internet-Drafts are working documents of the Internet Engineering
   Task Force (IETF).  Note that other groups may also distribute
   working documents as Internet-Drafts.  The list of current Internet-
   Drafts is at http://datatracker.ietf.org/drafts/current/.

   Internet-Drafts are draft documents valid for a maximum of six months
   and may be updated, replaced, or obsoleted by other documents at any
   time.  It is inappropriate to use Internet-Drafts as reference
   material or to cite them other than as "work in progress."

   This Internet-Draft will expire on May 4, 2017.

Copyright Notice

   Copyright (c) 2016 IETF Trust and the persons identified as the
   document authors.  All rights reserved.

   This document is subject to BCP 78 and the IETF Trust's Legal
   Provisions Relating to IETF Documents
   (http://trustee.ietf.org/license-info) in effect on the date of
   publication of this document.  Please review these documents
   carefully, as they describe your rights and restrictions with respect
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   include Simplified BSD License text as described in Section 4.e of
   the Trust Legal Provisions and are provided without warranty as
   described in the Simplified BSD License.

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Table of Contents

   1.  Introduction  . . . . . . . . . . . . . . . . . . . . . . . .   2
     1.1.  Terminology . . . . . . . . . . . . . . . . . . . . . . .   2
   2.  Architecture  . . . . . . . . . . . . . . . . . . . . . . . .   3
   3.  Protocol  . . . . . . . . . . . . . . . . . . . . . . . . . .   3
     3.1.  Provisioning  . . . . . . . . . . . . . . . . . . . . . .   3
       3.1.1.  DOTS Server Discovery . . . . . . . . . . . . . . . .   3
       3.1.2.  Keying Material . . . . . . . . . . . . . . . . . . .   3
     3.2.  Signal Channel  . . . . . . . . . . . . . . . . . . . . .   4
       3.2.1.  Initialization  . . . . . . . . . . . . . . . . . . .   4
       3.2.2.  Messaging . . . . . . . . . . . . . . . . . . . . . .   4
     3.3.  Data Channel  . . . . . . . . . . . . . . . . . . . . . .   5
   4.  Congestion Control Considerations . . . . . . . . . . . . . .   5
   5.  Security Considerations . . . . . . . . . . . . . . . . . . .   5
   6.  Contributors  . . . . . . . . . . . . . . . . . . . . . . . .   5
   7.  References  . . . . . . . . . . . . . . . . . . . . . . . . .   5
     7.1.  Normative References  . . . . . . . . . . . . . . . . . .   5
     7.2.  Informative References  . . . . . . . . . . . . . . . . .   7
   Author's Address  . . . . . . . . . . . . . . . . . . . . . . . .   7

1.  Introduction

   The DOTS protocol described in [I-D.teague-dots-protocol] defines the
   protocol message format and message exchanges, but purposely divides
   the protocol from the transport in order to make DOTS adaptable to
   arbitrary transports.

   This division is meant to simplify the process of bringing DOTS to
   modern secure transports like QUIC
   [I-D.hamilton-quic-transport-protocol] and the experimental CurveCP
   [CURVECP], as well as application-layer protocols like CoAP [RFC7252]
   and HTTP/2 [RFC7540].

   This document defines the most basic option for a DOTS protocol
   transport, implementing the protocol over UDP, using DTLS1.3
   [I-D.rescorla-tls-dtls13] to secure the signaling session.

1.1.  Terminology

   The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT",
   "SHOULD", "SHOULD NOT", "RECOMMENDED", "MAY", and "OPTIONAL" in this
   document are to be interpreted as described in [RFC2119].

   Terms used to define entity relationships, transmitted data, and
   methods of communication are drawn from the terminology defined in
   [I-D.ietf-dots-requirements].

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2.  Architecture

   The architecture in which the DOTS protocol operates is assumed to be
   derived from the architectural components and concepts described in
   [I-D.ietf-dots-architecture].

3.  Protocol

   This document uses the signal channel message exchanges and message
   serialization defined in [I-D.teague-dots-protocol], except as
   specified below.

3.1.  Provisioning

3.1.1.  DOTS Server Discovery

   DOTS server address discovery is implementation-specific, but
   anticipates methods such as direct configuration (i.e., DOTS server
   address is manually provided to the DOTS client) and DNS SRV records
   will be the most common.

3.1.2.  Keying Material

   A key challenge to deploying DOTS unsurprisingly is provisioning DOTS
   clients, including the distribution of keying material to DOTS
   clients to make possible the required mutual authentication of DOTS
   agents.  DOTS over UDP relies on Enrollment over Secure Transport
   (EST) [RFC7030] to overcome this.  EST defines a method of
   certificate enrollment by which domains operating DOTS servers may
   provision DOTS clients with all necessary cryptographic keying
   material, including a private key and certificate with which to
   authenticate itself.

   This document does not specify which EST mechanism the DOTS client
   uses to achieve initial enrollment.  Each mechanism has certain
   advantages balanced by obvious drawbacks.  For example, HTTP-based
   client authentication for initial enrollment is by far the simplest,
   allowing DOTS clients to enroll with just a username and one-time-use
   password, but is also by far the most easily abused.  Client
   authentication using a previously installed certificate improves on
   HTTP-based client authentication, but requires either a manufacturer-
   installed certificate, or yet another mechanism to install the client
   certificate.  The EST mechanism for initial enrollment is therefore
   left to the operators of the DOTS deployment.

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3.2.  Signal Channel

3.2.1.  Initialization

   [I-D.teague-dots-protocol] defines a DOTS signal channel
   initialization message exchange in which the DOTS client initiates
   contact with the DOTS server by connecting to the DOTS server on port
   4646, but leaves instantiation of the signal channel's security
   context up to DOTS transport documents.

   DOTS over UDP uses DTLS1.3 [I-D.rescorla-tls-dtls13] to secure the
   signal channel and provide the requisite confidentiality, integrity,
   and authenticity for messages exchanged between DOTS agents
   [I-D.ietf-dots-requirements].  Signal channel initialization assumes
   the presence of a DOTS client certificate and DOTS server certificate
   obtained through EST as described in Section 3.1 above.

   As described in [I-D.teague-dots-protocol], the DOTS client begins
   creation of the security context for the the signaling session after
   successfully connecting to the DOTS server on port 4646.  The DOTS
   over UDP client makes that connection over UDP.

   Once connected, DOTS over UDP clients SHOULD attempt session
   resumption through use of pre-shared keys (PSKs) created during
   previous signaling sessions with the DOTS server.  Session resumption
   using PSKs from a previous DTLS session is described in
   [I-D.ietf-tls-tls13].

   If a DOTS client does not have a PSK from a previous signaling
   session, or if the PSK is expired or otherwise invalid, the DOTS
   client will fallback to a full DTLS1.3 handshake, using the private
   key and certificates obtained through EST at the time of client
   provisioning.  After performing a full DTLS handshake, the DOTS
   server SHOULD send a NewSessionTicket message to the client after
   receiving the client's Finished message, as described in
   [I-D.ietf-tls-tls13].  The DOTS client SHOULD cache the PSK identity
   and use it for future session resumption.

   Once the DTLS handshake is complete, the DOTS signal channel security
   context is established, the DOTS over UDP client proceeds to
   establish the signaling session by sending a channel initiatlization
   method, as described in [I-D.teague-dots-protocol].

3.2.2.  Messaging

   Once the signal channel security context is established through DTLS
   and the signaling session is active, all messaging proceeds as

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   defined in [I-D.teague-dots-protocol], relying on DTLS to provide the
   requisite channel security.

3.2.2.1.  Heartbeats

   DOTS over UDP purposely avoids using DTLS heartbeats [RFC6520] to
   maintain the signaling session, depending instead on DOTS protocol
   heartbeats to track signal session health.

3.2.2.2.  DTLS Alerts

   DOTS over UDP is subject to any condition triggering DTLS Alert
   messages as described in [I-D.rescorla-tls-dtls13].  Should the alert
   lead to connection termination, the DOTS over UDP MAY attempt to
   reestablish the

3.3.  Data Channel

   DOTS over UDP adopts the data channel as specified in [I-D.teague-
   dots-protocol] with modification or extension.

4.  Congestion Control Considerations

   DOTS over UDP is subject to the congestion control discussion in
   [RFC5405].

5.  Security Considerations

   [I-D.teague-dots-protocol] describes general DOTS protocol security
   considerations.  Additionally, all security considerations in
   [I-D.rescorla-tls-dtls13] apply to DOTS over UDP.

   When provisioning DOTS clients using EST, all considerations in
   [RFC7030] also apply to DOTS over UDP.

6.  Contributors

   Nik Teague Verisign, Inc.  nteague@verisign.com

7.  References

7.1.  Normative References

   [RFC0768]  Postel, J., "User Datagram Protocol", STD 6, RFC 768,
              DOI 10.17487/RFC0768, August 1980,
              <http://www.rfc-editor.org/info/rfc768>.

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   [RFC2119]  Bradner, S., "Key words for use in RFCs to Indicate
              Requirement Levels", BCP 14, RFC 2119,
              DOI 10.17487/RFC2119, March 1997,
              <http://www.rfc-editor.org/info/rfc2119>.

   [RFC5405]  Eggert, L. and G. Fairhurst, "Unicast UDP Usage Guidelines
              for Application Designers", BCP 145, RFC 5405,
              DOI 10.17487/RFC5405, November 2008,
              <http://www.rfc-editor.org/info/rfc5405>.

   [RFC6520]  Seggelmann, R., Tuexen, M., and M. Williams, "Transport
              Layer Security (TLS) and Datagram Transport Layer Security
              (DTLS) Heartbeat Extension", RFC 6520,
              DOI 10.17487/RFC6520, February 2012,
              <http://www.rfc-editor.org/info/rfc6520>.

   [RFC7030]  Pritikin, M., Ed., Yee, P., Ed., and D. Harkins, Ed.,
              "Enrollment over Secure Transport", RFC 7030,
              DOI 10.17487/RFC7030, October 2013,
              <http://www.rfc-editor.org/info/rfc7030>.

   [RFC7540]  Belshe, M., Peon, R., and M. Thomson, Ed., "Hypertext
              Transfer Protocol Version 2 (HTTP/2)", RFC 7540,
              DOI 10.17487/RFC7540, May 2015,
              <http://www.rfc-editor.org/info/rfc7540>.

   [I-D.ietf-dots-architecture]
              Mortensen, A., Andreasen, F., Reddy, T.,
              christopher_gray3@cable.comcast.com, c., Compton, R., and
              N. Teague, "Distributed-Denial-of-Service Open Threat
              Signaling (DOTS) Architecture", draft-ietf-dots-
              architecture-00 (work in progress), July 2016.

   [I-D.ietf-dots-requirements]
              Mortensen, A., Moskowitz, R., and T. Reddy, "Distributed
              Denial of Service (DDoS) Open Threat Signaling
              Requirements", draft-ietf-dots-requirements-02 (work in
              progress), July 2016.

   [I-D.ietf-tls-tls13]
              Rescorla, E., "The Transport Layer Security (TLS) Protocol
              Version 1.3", draft-ietf-tls-tls13-18 (work in progress),
              October 2016.

   [I-D.rescorla-tls-dtls13]
              Rescorla, E. and H. Tschofenig, "The Datagram Transport
              Layer Security (DTLS) Protocol Version 1.3", draft-
              rescorla-tls-dtls13-00 (work in progress), October 2016.

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7.2.  Informative References

   [RFC7252]  Shelby, Z., Hartke, K., and C. Bormann, "The Constrained
              Application Protocol (CoAP)", RFC 7252,
              DOI 10.17487/RFC7252, June 2014,
              <http://www.rfc-editor.org/info/rfc7252>.

   [I-D.hamilton-quic-transport-protocol]
              Hamilton, R., Iyengar, J., Swett, I., and A. Wilk, "QUIC:
              A UDP-Based Multiplexed and Secure Transport", draft-
              hamilton-quic-transport-protocol-00 (work in progress),
              July 2016.

   [CURVECP]  Bernstein, D., "CurveCP: Usable security for the
              Internet", 2014, <https://curvecp.org/>.

Author's Address

   Andrew Mortensen
   Arbor Networks, Inc.
   2727 S. State St
   Ann Arbor, MI  48104
   United States

   Email: amortensen@arbor.net

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