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Remote Attestation Procedures for virtualized NSFs (vNSFs) through the I2NSF Security Controller
draft-pastor-i2nsf-vnsf-attestation-00

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This is an older version of an Internet-Draft whose latest revision state is "Replaced".
Authors Antonio Pastor , Diego Lopez
Last updated 2015-10-19
Replaced by draft-pastor-i2nsf-nsf-remote-attestation
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draft-pastor-i2nsf-vnsf-attestation-00
Network Working Group                                          A. Pastor
Internet-Draft                                                  D. Lopez
Intended status: Experimental                             Telefonica I+D
Expires: April 20, 2016                                 October 18, 2015

 Remote Attestation Procedures for virtualized NSFs (vNSFs) through the
                       I2NSF Security Controller
                 draft-pastor-i2nsf-vnsf-attestation-00

Abstract

   This document describes the procedures a user can follow to assess
   the trust on a virtualized NSF and its user-defined configuration
   through the I2NSF Security Controller.  The procedure to assess
   trustworthiness is based on a remote attestation between the user and
   the vNSF.

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
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   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 April 20, 2016.

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   Copyright (c) 2015 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
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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

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   described in the Simplified BSD License.

Table of Contents

   1.  Introduction . . . . . . . . . . . . . . . . . . . . . . . . .  3
   2.  User Expectations about Trust  . . . . . . . . . . . . . . . .  4
     2.1.  First Step: User-Agnostic Attestation  . . . . . . . . . .  4
     2.2.  Second Step: User-Specific Attestation . . . . . . . . . .  4
   3.  Application of Trusted Computing . . . . . . . . . . . . . . .  5
     3.1.  Applying Trusted Computing . . . . . . . . . . . . . . . .  8
   4.  Trusted vNSF Platforms . . . . . . . . . . . . . . . . . . . .  9
     4.1.  Requeriments for a Trusted vNSF Platform . . . . . . . . .  9
       4.1.1.  Trusted Boot . . . . . . . . . . . . . . . . . . . . .  9
       4.1.2.  Remote Attestation Service . . . . . . . . . . . . . . 10
       4.1.3.  Secure Boot  . . . . . . . . . . . . . . . . . . . . . 10
   5.  Remote Attestation Procedures  . . . . . . . . . . . . . . . . 10
     5.1.  Trusted Channel with the Security Controller . . . . . . . 11
     5.2.  Security Controller Attestation  . . . . . . . . . . . . . 12
     5.3.  Platform Attestation . . . . . . . . . . . . . . . . . . . 13
   6.  Security Considerations  . . . . . . . . . . . . . . . . . . . 13
   7.  IANA Considerations  . . . . . . . . . . . . . . . . . . . . . 14
   8.  References . . . . . . . . . . . . . . . . . . . . . . . . . . 14
     8.1.  Normative References . . . . . . . . . . . . . . . . . . . 14
     8.2.  Informative References . . . . . . . . . . . . . . . . . . 14
   Authors' Addresses . . . . . . . . . . . . . . . . . . . . . . . . 14

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1.  Introduction

   As described in [I-D.pastor-i2nsf-merged-use-cases], when
   virtualization is applied to the NSF environment (vNSF) it implies
   several additional concerns in security.  The most relevant threats
   associated with a security virtual platform are:

   o  An unknown/unauthorized user can try to impersonate another user
      that can legitimately access virtualized NSF services.  This
      attack may lead to accessing the policies and applications of the
      attacked user or to generate network traffic outside a the
      security functions with a falsified identity.

   o  An authorized user may misuse assigned privileges to alter the
      network traffic processing of other users in the virtualization
      platform.  This can become especially serious when such a user has
      administration privileges granted by the virtualization provider,
      the ISP or the local network operator.

   o  A user may try to install malformed elements (policy or
      application), trying to directly take the control of a NSF or
      virtualization platform (for example by exploiting a vulnerability
      on one of the functions or may try to intercept or modify the
      traffic of other users in the same platform.

   o  A malicious virtualization provider can modify the software
      running on it (the operating system or a concrete vNSF) to alter
      the behaviour of the latter.  This event has a high impact on all
      users accessing vNSFs as the virtualization provider has the
      highest level of privilege on the software in execution.

   o  A user with physical access to the virtualization platform can
      modify the behavior of hardware components, or the components
      themselves.  Furthermore, it can access a serial console (most
      devices offer this interface for maintenance reasons) to access
      the NSF software with the same level of privilege of the
      virtualization provider.

   Mutual authentication and, what is more important, the attestation of
   the virtualization platform and the vNSFs by users could address
   these threats to an acceptable level of risk.

   The user can have a proof that their vNSFs and policies are correctly
   (from the user point of view) enforced by the Security Controller.
   Taking into account the threat identified above, this document first
   identifies the user expectations regarding remote trust
   establishment, briefly analyzes Trusted Computing techniques, and
   finally describes the proposed mechanisms for remote establishment of

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   trust through the Security Controller.

2.  User Expectations about Trust

   From a high-level standpoint, in a virtualized I2NSF platform, the
   user connects and authenticates to the Security Controller, which
   then initialises the user's vNSFs and policies.  Afterwards, the user
   traffic reaches the Internet via the virtualized platform which hosts
   the user's vNSFs.  The user's expectations of the platform behavior
   are thus twofold:

   o  The user traffic will be treated according to the user-specified
      vNSFs and policies, and no other processing will be performed by
      the Security Controller or the platform itself (e.g. traffic
      eavesdropping).

   o  Each vNSF (and its corresponding policies) behaves as configured
      by the user.

   We will refer to the attestation of these two expectations as the
   "user-agnostic attestation" and the "user-specific attestation".

2.1.  First Step: User-Agnostic Attestation

   This is the first interaction between a user and a Security
   Controller: the user wants to attest that he is connected to a
   genuine Security Controller before he continues with the
   authentication.  In this context, two properties characterise the
   genuineness of the Security Controller:

   1.  That the identity of the Security Controller is correct

   2.  That it will process the user's credentials and set up the user
       vNSFs and policies properly.

   Once these two properties are proven to the user, the user knows that
   their credentials will only be used by the Security Controller to set
   up the execution platform for their vNSFs.

2.2.  Second Step: User-Specific Attestation

   From the security enforcement point of view, the user agnostic
   attestation focuses on the initialization of the execution platform
   for the vNSFs.  This second step aims to prove to the user that their
   security is enforced accordingly with their choices (i.e. vNSFs and
   policies).  The attestation can be performed at the initialization of
   the vNSFs, before the user traffic is processed by the vNSFs, or

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   during the execution of the vNSFs.

   Support of static vNSF attestation is REQUIRED for a Security
   Controller managing vNSFs, and MUST be performed before the user
   traffic is redirected through any set of vNSFs.  The Security
   Controller MUST provide a proof to the user that the instantiated
   vNSFs and policies are the ones chosen.

   Additionally to the vNSFs instantiation attestation, a continuous
   attestation of the vNSFs execution MAY be required by a user to
   ensure their security.

3.  Application of Trusted Computing

   In a nutshell, Trusted Computing (TC) aims at answering the following
   question: "As a user or administrator, how can I have some assurance
   that a computing system is behaving as it should?".  The major
   enterprise level TC initiative is the Trusted Computing Group [TCG],
   which has been established for more than a decade, that primarily
   focuses on developing TC for commodity computers (servers, desktops,
   laptops, etc.).

   The overall scheme proposed by TCG for using Trusted Computing is
   based on a step-by-step extension of trust, called a Chain of Trust.
   It uses a transititive mechanism: if a user can trust the first
   execution step and each step correctly attests the next executable
   software for trustworthiness, then a user can trust the system.

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                +-----------+
                |           |    extends PCR
                | Platform  +------------------------+
                |           |                        |
                +-----^-----+                        |
                      |                              |
                      |measures                      |
                +-----------+                        |
                | Security  |    extends PCR         |
                |           +---------------------+  |
                | Controller|                     |  |
                +-----^-----+                     |  |
                      |                           |  |
                      |measures                 +-v--v----------+
                +-----------+                   |               |
                |           |    extends PCR    |               |
                | Bootloader+-------------------> Root of Trust |
                |           |                   |               |
                +-----^-----+                   |               |
                      |                         +-^--^----------+
                      |measures                   |  |
                +-----------+                     |  |
                |           |    extends PCR      |  |
                | BIOS      +---------------------+  |
                |           |                        |
                +-----^-----+                        |
                      |                              |
                      |measures                      |
                +-----------+                        |
                | Bootblock |    extends PCR         |
                |  (CRTM)   +------------------------+
                |           |
                +-----------+

                   Figure 1: Applying Trusted Computing

   Effectively, during the loading of each piece of software, the
   integrity of each piece of software is measured and stored inside a
   log that reflects the different boot stages, as illustrated in the
   figure above.  Later, at the request of a user, the platform can
   present this log (signed with the unique identity of the platform) to
   the user, which can be checked by the user to prove the platform
   identity and attest the state of the system.  The base case for the
   extension of the Chain of Trust is called the Core Root of Trust.
   This Core Root of Trust (CRTM) encompasses the minimal combination of
   hardware and software elements that a remote verifier needs to trust
   in order to validate the entire Chain of Trust.

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   From the Chain of Trust extension point of view, any component that
   needs to be attested is considered an adversary and must not be able
   to modify its behaviour measurement.  It is then necessary the use of
   hardware mechanisms in combination with software components to create
   a strong unforgeable identity and provide safer storage of secrets.
   Therefore the main components of the Core Root of Trust are:

   1.  A specialized hardware component to store the log and
       measurements away from the software access

   2.  An initial isolated component that is able to measure the first
       non-trusted software, which will be then trusted to measure the
       next stage software.

   The TCG has created a standard for the the design and usage of a
   secure cryptoprocessor to address the storage of keys, general
   secrets, identities and platform integrity measurements: the Trusted
   Platform Module (TPM).  Since the TPM is located outside of the
   execution path it cannot measure it, thus the need of a second
   trusted component to do the measurements and send them to the TPM.
   The initial straightforward solution was to trust the first to-be-
   executed block of software, using extensive auditing or formal
   verification for example; but this is still an implicit trust since
   nothing guarantees the user that it is the actual executed code.  The
   CRTM can be strengthened by either an out-of-band discrete component
   or through in-band enforcement.

   When using a TPM as a root of trust, measurements of the software
   stack are stored in special on-board Platform Configuration Registers
   (PCRs) on a discrete TPM.  There are normally a small number of PCRs
   that can be used for storing measurements, however it is not possible
   to directly write to a PCR; instead measurements must be stored using
   a process called Extending PCRs.

   The extend operation can update a PCR by producing a global hash of
   the concatenated values of the previous PCR value with the new
   measurement value, for example: PCR = SHA-1 ( PCR | measurement )

   The Extend operation allows for an unlimited number of measurements
   to be captured in a single PCR, since the size of the value is always
   the same and it retains a verifiable ordered chain of all the
   previous measurements.  Furthermore, it is computationally infeasible
   for an attacker to calculate two different hashes that will match the
   same resulting value of an PCR extend operation.

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3.1.  Applying Trusted Computing

   Attestation of the virtualization platform will thus rely on a
   process of measuring the booted software and storing a chained log of
   measurements, typically referred to as Trusted Boot.  The user must
   be able to sent a nonced query of the state of a platform to the Root
   of Trust for a signed set of platform measurements.  The user will
   either validate the signed set of measurements with a trusted third
   party verifier who will assess whether the software configuration is
   trusted, or the user can check for themselves against their own set
   of reference digest values (measurements) that they have obtained a
   priori, and having already known the public endorsement key of the
   remote Root of Trust.  Optionally, to preserve the privacy of a
   platform identity, an Attestation Identity Key (AIK) can be generated
   and used by the Root of Trust for the purpose of attestation instead
   of the Public Endorsement Key. This must be done in conjunction with
   a third party Privacy Certificate Authority (CA) who is trusted to
   not reveal the real identities, but to act as an intermediary.

   As well as for providing a signed audit log of boot measurements, the
   PCR values can also be used as an identity for dynamically decrypting
   encrypted blobs on the platform (such as encryption keys or
   configurations that belong to operating system components).  Software
   can choose to submit pieces of data to be encrypted by the Root of
   Trust (which has its own private asymmetric key and PCR registers)
   and only have it decrypted based on a criteria.  This criteria can be
   that the platform booted into a particular state (e.g. a set of PCR
   values).  Once the desired criteria is described and the sensitive
   data is encrypted by the root of trust, the data has been sealed to
   that platform state.  The sealed data will only be decrypted when the
   platform measurements held in the the root of trust match the
   particular state.

   As described above, Trusted Boot requires the use of a root of trust
   for safely storing measurements and secrets.  Since the Root of Trust
   is self-contained and isolated from all the software that is
   measured, it is able to produce a signed set of platform measurements
   to a local or remote user.  Trusted Boot however does not provide
   enforcement of a configuration, since the root of trust is a passive
   component not in the execution path, and is solely used for safe
   independent storage of secrets and platform measurements.  It will
   respond to attestation requests with the exact measurements that were
   made during the software boot process.  Sealing and unsealing of
   sensitive data is also a strong advantage of Trusted Boot, since it
   prevents leakage of secrets in the event of an untrusted software
   configuration.

   Trusted Boot should not be confused with a different mechanism known

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   as "Secure Boot", as they both are designed to solve different
   problems.  Secure Boot is a mechanism for a platform owner to lock a
   platform to only execute particular software.  Software components
   that do not match the configuration digests will not be loaded or
   executed.  This mechanism is particularly useful in preventing
   bootkits from successfully infecting a platform on reboot.  A common
   standard for implementing Secure Boot is described in [UEFI].  Secure
   Boot only enforces a particular configuration of software, it does
   not allow a user to attest or quote for a series of measurements.

4.  Trusted vNSF Platforms

   In the I2NSF environment users directly interact with the Security
   Controller, which will become the essential element to implement the
   measurements described in the procedures described above, relaying on
   a TPM for the Root of Trust.

4.1.  Requeriments for a Trusted vNSF Platform

   Although a discrete hardware TPM is RECOMMENDED, relaxed alternatives
   (such as embedded CPU TPMs, or memory and execution isolation
   mechanisms) MAY also be applied when the required level of assurance
   is lower.  This reduced level of assurance MUST be communicated to
   the user by the Security Controller during the initial mutual
   authentication phase.

4.1.1.  Trusted Boot

   All users who interact with a Security Controller MUST be able to:

   a.  Identify the Security Controller based on the public key of a
       Root of Trust.

   b.  Retrieve a set of measurements of all the base software the
       Security Controller has booted (i.e. the vNSF platform).

   This requires that firmware and software MUST be measured before
   loading, with the resulting value being used to extend the
   appropriate PCR register.  The following list describes which PCR
   registers SHOULD be used during a Trusted Boot process:

   o  PCRs 00-03: for use by the CRTM (Initial EEPROM or PC BIOS)

   o  PCRs 04-07: for use by the bootloader stages

   o  PCRs 08-15: for use by the booted base system

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4.1.2.  Remote Attestation Service

   A service MUST be present for providing signed measurements from the
   RoT to the end user.

   NOTE: The details for the remote attestation protocol have to be
   defined.

4.1.3.  Secure Boot

   Using a mechanism such as Secure Boot helps provide strong prevention
   of software attacks.  Furthermore, in combination with a hardware-
   based TPM, Secure Boot can provide some resilience to physical
   attacks (e.g. preventing a class of offline attacks and unauthorised
   system replacement).  For vNSF platform providers, it is RECOMMENDED
   that Secure Boot is employed wherever possible with an appropriate
   firmware update mechanism, due to the possible threat of software/
   firmware modifications in either public places or privately with
   inside attackers.

5.  Remote Attestation Procedures

   The establishment of trust with the Security Controller and the vNSF
   platform consists of three main phases, which need to be coordinated
   by the user through a trusted application executed by a trusted
   network-attached device:

   1.  Trusted channel with the Security Controller.  During this phase,
       the user securely connects to the Security Controller to avoid
       that user data can be tampered with or modified by an attacker if
       the network cannot be considered trusted.  The establishment of
       the trusted channel is completed after the next step.

   2.  Security Controller attestation.  During this phase, the user
       verifies that the Security Controller components responsible for
       handling the user's credentials and for the isolation with
       respect to other potential users are behaving correctly.
       Furthermore, it is verified that the identity of the platform
       attested is the same of the one presented by the Security
       Controller during the establishment of the secure connection.

   3.  Platform attestation.  During this step, that can be repeated
       periodically until the user connection is terminated, the
       Security Controller verifies the integrity of the elements
       composing the user vNSF platform.  The components responsible for
       this task have been already attested during the previous phase.

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                                   +----------+
                  3. Attestatation | Trusted  |  3. Attestatation
              +-------------------->  Third   <----------+
              |                    |  Party   |          |
              |                    +----------+ +----------------+
   +----------v-------+                         |  +-----v-----+ |
   | User Application |                         |  | Security  | |
   |                  |  1. Trusted channel     |  | Controller| |
   | 2. Get Cert      +------+ handshake+---------->           | |
   | 3. Attestatation |                         |  +-----------+ |
   | 4.Cont. handshake|                         |                |
   |                  |                         |                |
   |                  |                         |  +---------+   |
   |                  |                         |  |   vNSF  |   |
   |                  |                         |  +---------+   |
   +------------------+                         +----------------+

                  Figure 2: Steps for remote attestation

   In the following each step, as depicted in the above figure, is
   discussed in more detail.

5.1.  Trusted Channel with the Security Controller

   A trusted channel is an enhanced version of the secured channel that,
   differently from the latter, requires the integrity verification of
   the contacted endpoint by the other peer during the initial
   handshake.  However, simply transmitting the integrity measurements
   over the channel does not guarantee that the platform verified is the
   channel endpoint.  The public key or the certificate for the secure
   communication MUST be included as part of the measurements presented
   by the contacted endpoint during the remote attestation.  This way, a
   malicious platform cannot relay the attestation to another platform
   as its certificate will not be present in the measurements list of
   the genuine platform.

   In addition, the problem of a potential loss of control of the
   private key must be addressed (a malicious endpoint could prove the
   identity of the genuine endpoint).  This is done by defining a long-
   lived Platform Property Certificate.  Since this certificate connects
   the platform identity to the AIK public key, an attacker cannot use a
   stolen private key without revealing his identity, as it may use the
   certificate of the genuine endpoint but cannot create a quote with
   the AIK of the other platform.

   Finally, since the platform identity can be verified from the

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   Platform Property Certificate, the information in the certificate to
   be presented during the establishment of a secure communication are
   redundant.  This allows for the use of self-signed certificates, what
   would simplify operational procedures in virtualized environments,
   especially when they are multi-tenant.  Thus, in place of
   certificates signed by trusted CAs, the use of self-signed
   certificates (which still need to be included in the measurements
   list) is RECOMMENDED.

   The steps required for the establishment of a trusted channel with
   the Security Controller are as follows:

   1.  The user application begins the trusted channel handshake with
       the selected Security Controller.

   2.  The certificate of the Security Controller is collected and used
       for verifying the binding of the attestation result to the
       contacted endpoint.

   3.  The user application performs Security Controller attestation
       either locally or with the help of a Trusted Third Party.

   4.  If the result of the attestation is positive, the application
       continues the handshake and establishes the trusted channel.
       Otherwise, it closes the connection.

5.2.  Security Controller Attestation

   During the establishment of the trusted channel, the user attests the
   Security Controller by verifying the identity of the contacted
   endpoint and its integrity.  Initially the Security Controller
   measures all the hardware and software components involved in the
   boot process, in order to build the chain of trust.

   Since a user terminal may not have enough capabilities to perform the
   integrity verification of a Security Controller the user application
   MAY request the status of a Security Controller to a Trusted Third
   Party (TTP), which is in charge of communicating with it.  This
   choice has the additional advantage of preventing an attacker from
   easily determining the software running at the Security Controller.

   If the user application directly performs the remote attestation it
   performs the following steps:

   1.  Ask the Security Controller to generate an integrity report with
       the format defined in [TSCGIRSS].

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   2.  The Security Controller retrieves the measurements and asks the
       TPM to sign the PCRs with an Attestation Identity Key (AIK).
       This signature provides the user with the evidence that the
       measurements received belong to the Security Controller being
       attested.

   3.  Once the integrity report has been generated it is sent back to
       the user application.

   4.  The user application first checks if the integrity report is
       valid by verifying the quote and the certificate associated to
       the AIK, and then determines if the Security Controller is
       behaving as expected, i.e. its software has not been compromised
       and isolation among the users connected to it is enforced.  As
       part of the verification, the application also checks that the
       digest of the certificate, received during the trusted channel
       handshake, is present among measurements.

   If the user application is running on a terminal with low computation
   resources, it may contact a TTP which, in turn, attests the Security
   Controller and returns the result of the integrity evaluation to the
   user, following the same steps depicted above.

5.3.  Platform Attestation

   The main outcome of the Security Controller attestation is to detect
   whether or not it is correctly configuring the virtualization
   container for the vNSFs belonging to the connecting user (the
   virtualization platform, or vNSF platform) in a way that the user's
   traffic is processed only by the NSFs within the container.  The
   platform attestation, instead, evaluates the integrity of the NSFs
   running within the platform.  The steps are essentially similar to
   the ones described in the previous section.

   Attesting vNSFs typically running as virtual machines can become a
   rather costly operation, especially if periodic monitoring is
   required by the requested level of assurance, and there are several
   proposals to make them feasible, from the proposal of virtual TPMs in
   [VTPM] to the application of Virtual Machine Introspection through an
   integrity monitor described by [VMIA].

6.  Security Considerations

   This document is specifically oriented to security and it is
   considered along the whole text.

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7.  IANA Considerations

   This document requires no IANA actions.

8.  References

8.1.  Normative References

   [I-D.pastor-i2nsf-merged-use-cases]
              Pastor, A., Lopez, D., Wang, K., Zhuang, X., Qi, M.,
              Zarny, M., Majee, S., Leymann, N., Dunbar, L., and M.
              Georgiades, "Use Cases and Requirements for an Interface
              to Network Security Functions",
              draft-pastor-i2nsf-merged-use-cases-00 (work in progress),
              June 2015.

   [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>.

   [TCG]      "Trusted Computing Group (TCG)",
              <https://www.trustedcomputinggroup.org/>.

   [TSCGIRSS]
              "Infrastructure Work Group Integrity Report Schema
              Specification, Version 1.0",
              <https://www.trustedcomputinggroup.org/>.

8.2.  Informative References

   [UEFI]     "UEFI Specification Version 2.2 (Errata D), Tech. Rep.".

   [VMIA]     "Verifying system integrity by proxy".

   [VTPM]     "vTPM:Virtualizing the Trusted Platform Module", <https://
              www.usenix.org/legacy/events/sec06/tech/berger.html>.

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Internet-Draft         Remote Attestation for vNFs          October 2015

Authors' Addresses

   Antonio Pastor
   Telefonica I+D
   Zurbaran, 12
   Madrid,   28010
   Spain

   Phone: +34 913 128 778
   Email: antonio.pastorperales@telefonica.com

   Diego R. Lopez
   Telefonica I+D
   Zurbaran, 12
   Madrid,   28010
   Spain

   Phone: +34 913 129 041
   Email: diego.r.lopez@telefonica.com

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