CoRE Working Group                                          Namhi Kang
Internet Draft                              Duksung Women's University
Intended status: Standard Track                       October 15, 2013
Expires: April 15, 2014




    Secure initial-key reconfiguration for resource constrained devices
                 draft-kang-core-secure-reconfiguration-00





Abstract

   This document presents a secure method to configure a key for a node
   when it initially joins to network that is currently in operation.
   The method is suited for a scenario, where resource constrained
   objects are interconnected with each other and thus form a network
   called Internet of Things. It is assumed that communications for all
   nodes are based on TCP/IP protocols and some of the nodes use the
   constrained application protocol (CoAP). The method does not cover
   all operations of secure bootstrapping, but it is intended to
   securely support self-reconfiguration of the pre-installed temporary
   key of new node.



Status of this Memo

   This Internet-Draft is submitted to IETF in full conformance with the
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   Internet-Drafts are working documents of the Internet Engineering
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   This Internet-Draft will expire on January 14, 2014.






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Copyright Notice

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Table of Contents


   1. Introduction ................................................ 4
   2. Terminology ................................................. 5
   3. System Architecture ......................................... 6
   4. Process Flow ................................................ 8
   5. Security Considerations ..................................... 9
   6. IANA Considerations ........................................ 10
   7. Acknowledgments ............................................ 10
   8. References ................................................. 10
      8.1. Normative References .................................. 10
      8.2. Informative References ................................ 11



































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1. Introduction

   A rapidly growing number and various types of devices including smart
   small things such as sensors and actuators are trying to connect with
   Internet as time goes by. This draft presents a simple but efficient
   approach to reconfigure a secure key for resource constrained small
   things that are often defined as network nodes having 8 bit
   processing microcontrollers with limited amounts of memory. The
   network is also constrained one (e.g. 6LoWPAN having high packet
   error rates and a typical throughput of 10s of kbit/s) [CoAP].

   Pre-shared key (PSK) based secure schemes are well known and
   frequently used for various security services in Internet. All such
   schemes strictly assume that the PSK is only known to two entities
   involved in current security service. Consequently, the security of
   the schemes are compromised if the assumption is broken.

   However, it is still not clear how PSK of resource constrained node
   can be initially configured in a secure manner in Internet of things
   (IoT). Typically, things used for IoT might be manufactured and
   installed by different subjects (simply person) [SecCons]. That is,
   in general situation, a system administrator may make orders to
   several different installers. After that, each of the installers
   purchases one or more different set of things from one or more
   different manufacturers. It is also unlikely that a single subject
   installs all nodes used for a large application domain (e.g. all
   nodes in huge building).

   This draft considers a scenario, where nodes are initially configured
   by an installer during bootstrapping phase. If a PSK is also required
   to be configured in this phase, the trust between installer and
   system administrator is extremely important. This is not easy process.
   Even further, if the case is settled, there are several secure
   threats and vulnerabilities to be handled.

   The basic idea of the method specified in this document is motivated
   from a lock of suitcase. Simple and default password such as '0000'
   or '1234' is initially setup on a lock of suitcase in selling. Owner
   can change the password after purchasing. In our method, similarly,
   initial key of a node is configured by installer during bootstrapping
   phase. When the node join to an existing network, the key (i.e. PSK)
   can be securely reconfigured.





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2. Terminology

   The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT",
   "SHOULD", "SHOULD NOT", "RECOMMENDED", "NOT RECOMMENDED", "MAY", and
   "OPTIONAL" in this document are to be interpreted as described in
   [RFC2119] when they appear in ALL CAPS. These words may also appear
   in this document in lower case as plain English words, absent their
   normative meanings.

   This draft uses notations and abbreviations as follows.

   SBI(i)

       Shorten abbreviation of a secure bootstrapping initiator i (i.e.
       new node required to be reconfigured)

   SBR(c)

       Shorten abbreviation of a secure bootstrapping respondent c (i.e.
       a type of controller)

   SBS(s)

       Shorten abbreviation of a secure bootstrapping server s (i.e. an
       authenticated register or authentication server)

   ID_A

       Denoting 32bits identifier (ID) of entity A

   NID_A

       Denoting network ID used for access to communication entity A
       (e.g. IPv4 or IPv6 address and port number).

   RN_A

       Denoting 128bits integer used for a secure random number
       generated by entity A; for example, a random number generated by
       SBI is referred to as RN_i.

   IK_N

       Denoting 128bits symmetric key pre-installed by installer or
       manufacturer for node N; The key is used for a partial
       transaction of mutual authentication and derivation of PSK (see
       section 4 in detail).


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   PSK

       Shorten abbreviation of a 128bits pre-shared key derived from the
       IK. The PSK is a shared key between a node and authenticated
       register (or authentication server) in a specific service domain.
       A PSK can be used to derive session keys for various security
       protocols designed by service administrator (see [RFC4764] for
       example).

   TS

       Denoting time stamp of operation; it enables sender (TS
       generator) to inform timeliness and uniqueness to receiver.

   SK_cs

       Denoting a 128bits symmetric key shared between entity c and s.

   ||

       Notation used to denote concatenation of data.

   V

       Notation used to denote a logical operator Exclusive OR.

   E(M, SK)

       Denoting a function to encrypt a plain text 'M' by using a
       symmetric key SK.

   D(C, SK)

       Denoting a function to decrypt a cipher text 'C' by using a
       symmetric key SK.

   Other security related terminologies used in this document are based
   on [RFC4949].



3. System Architecture

   Secure bootstrapping is regarded as a difficult problem in Internet
   of Things. This is mainly because lots of things connected to
   Internet are resource constrained. Especially, user interface they



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   have is not enough for doing configurations manually by person (i.e.
   inadequate or even no in/out equipment such as display or keyboard).

   As one of solutions, this document proposes a method which allows a
   node to reconfigure a symmetric key automatically upon joining to
   existing network.

   The method of this document is based on a straightforward scenario,
   where resource constrained things in IoT such as sensors or actuators
   are generally designed and manufactured according to their own
   specific tasks in advance. Also, a pre-defined controller covers and
   communicates with his associated things according to his rolls
   defined in a service domain. For example, a thermostat manages and
   communicates several temperature sensors, humidity sensors, windows,
   heating controller, air conditioner, and more. This document does not
   assume that a system administrator trusts an installer even though he
   makes orders for the installer. This is because trust and
   responsibility of installer who buys and install devices is different
   from those of system administrator.

   In this scenario, the following transactions MUST be done prior to
   the key reconfiguration.

      1. System administrator makes orders including setup information
         required to be initially configured. These are ID and NID of
         controller for each of nodes, temporary key used as an IK. In
         particular, all nodes handled by a single installer can share
         the same IK similarly to the default password for all suitcases
         manufactured by a single company.

      2. System administrator also stores the same initial information
         for each of nodes in authentication server (or authenticated
         register). Note that a controller can also perform operations
         of an authentication server in case of a small network.

      3. Installer purchases devices and then configures the information
         requested by the administrator in doing installation. Some of
         the information for a node may be pre-configured by
         manufacturer.

      4. When a node joins to network, it knows NID of his associated
         controller with which he can communicate. Also, authentication
         server has lists of IDs for new nodes.

      5. PSK reconfiguration phase is then started.




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   In order to make a practical and reasonable method, the proposed
   method requires only a single cryptographic primitive that is AES
   with 128bits length of key [AES]. All cryptographic primitives cannot
   be installed on resource restricted devices, mainly because of
   limited size of flash or RAM. For this reason, CoAP also do not
   consider all modes of cryptographic operations in DTLS which is a
   regarded secure protocol for CoAP applications. In case of
   establishing a CoAP session using a pre-shared key mod of DTLS,
   implementation of cipher suite TLS_PSK_WITH_AES_128_CCM_8 specified
   in [RFC6655] is mandatory.



4. Process Flow

   There are three message exchanges between new node SBI(i) and network
   (SBR(c) and SBS(s)). A controller SBR(c) MAY include functions of
   both SBR(c) and SBS(s) depending on the size of application domain.
   Mutual authentication and PSK reconfiguration procedures are shown in
   Figure 1.

   -------                       ------                          ------
    SBI(i)                       SBR(c)                          SBS(s)
   -------                       ------                          ------
      |                            |                                |
      |         ID_i, RN_i         |                                |
      | -------------------------->|                                |
      |                            |ID_i, ID_c, RN_i, RN_c, TS, TID |
      |                            |------------------------------->|
      |                            |                                |
      |                            |                                |
      |                            |       E(IK_i || TID,SK_cs)     |
      |                            |<-------------------------------|
      |                            |                                |
      |                            |                                |
      | ID_c, E(RN_i || RN_c, IK_i)|                                |
      |<---------------------------|                                |
      |                            |                                |
      |                            |                                |
      |       E(RN_c, PSK)         |                                |
      |--------------------------->|                                |
      |                            |                                |
      |                            |                                |

             Figure 1 Message Exchange for PSK Reconfiguration




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   When a new node SBI(i) joins an existing network, he generates a
   random number RN_i and sends it with his identifier ID_i to SBR(s).

   Upon receiving the message, SBR(c) generates a random number RN_c and
   a serial number used as a transaction ID (i.e. TID). Then he sends
   the two numbers with his ID_c, time stamp (TS) and the message
   received from SBI(i) to the authentication server SBS(s). TS allows
   SBR(s) to derive an expiration of key and verify the freshness of the
   arrived message. Specific period of the expiration of key (i.e. PSK)
   does not covered in this document.

   The authentication server SBS(s) now can derive a new PSK for the
   node SBI(i) and replace the IK_i, which he initially stored, to the
   PSK, where the PSK for SBI(i) is derived as follows.

       PSK_i = E(RN_i V RN_c, IK_i)

   At this moment, IK_i does not known to SBS(c). After reconfiguration
   of key for node SBI(i), SBS(s) encrypts the concatenation value of
   IK_i and ID_i with the symmetric key SK_cs which is a shared key
   between SBS(s) and SBR(c).

   On receiving the encrypted value from SBS(s), SBR(c) can know the key
   IK_i thereby calculating PSK. SBR(c) encrypts the concatenation value
   of RN_i and RN_c with key IK_i. Then it sends the encryption value
   and his ID_r to SBI(i).

   Finally, SBI(i) can reconfigure his PSK thereafter sending the
   encryption value of RN_c with the new key PSK to SBR(c) to verify
   himself.



5. Security Considerations

   The method of this draft uses a single cryptographic primitive AES
   [AES]. Single cryptographic primitive implementation is rationally
   suited for the scenario where applications or services require a
   secure session (confidentiality of data) in IoT. Because small
   devices with low computing power and little storage are major
   entities. In this draft, a single primitive AES is used for secure
   bootstrapping (exactly PSK reconfiguration phase). Further, the PSK
   can be used for session key derivation and entity authentication.

   As discussed in ESP-PSK [RFC4764], it goes without saying that a
   single cryptographic primitive may not support extensible security
   services such as identity protection, perfect forward secrecy and


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   others. However, small devices consisting of Internet of Things might
   not support all of security services inherently. Service developer
   should therefore define a scope of his service strictly and consider
   trade-off between capability and security.

   Security analysis and evaluation of various aspects of the method
   remain to be done.



6. IANA Considerations

   This memo includes no request to IANA



7. Acknowledgments

   (TBD)



8. References

       8.1. Normative References

   [RFC4764] F. Bersani, H. Tschofenig, "The EAP-PSK Protocol: A Pre-
             Shared Key Extensible Authentication Protocol (EAP) Method",
             RFC 4764, January 2007.

   [RFC4949] Shirey, R., "Internet Security Glossary, Version 2", RFC
             4949, August 2007.

   [RFC6655]  McGrew, D. and D. Bailey, "AES-CCM Cipher Suites for
             Transport Layer Security (TLS)", RFC 6655, July 2012.

   [CoAP] Shelby, Z., Hartke, K., Bormann, C., and B. Frank,
             "Constrained Application Protocol (CoAP)", draft-ietf-core-
             coap-18 (work in progress), June 2013.

   [SecCons] O. Garcia-Morchon, S. Kumar, S. Keoh, R. Hummen, R. Struik,
             "Security Considerations in the IP-based Internet of
             Things", Internet draft (draft-garcia-core-security-06),
             September 2013.





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   [AES] National Institute of Standards and Technology, "Specification
             for the Advanced Encryption Standard (AES)", Federal
             Information Processing Standards (FIPS) 197, November 2001.



       8.2. Informative References

   [RFC2119] S. Brander, "Key words for use in RFCs to Indicate
             Requirement Levels", BCP 14, RFC 2119, March 1997.








Author's Addresses

   Namhi Kang
   Duksung Women's University
   Seoul Korea
   Email: kang@duksung.ac.kr
   URI:  http://www.duksung.ac.kr























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