SSE BOF                                                     R. Moskowitz
Internet-Draft                                            HTT Consulting
Intended status: Standards Track                             I. Faynberg
Expires: December 29, 2017                    Stargazers Consulting, LLC
                                                                   H. Lu
                                                                 Retired
                                                                S. Hares
                                                 Hickory Hill Consulting
                                                             P. Giacomin
                                                               FreeLance
                                                           June 27, 2017


                       Session Security Envelope
                         draft-moskowitz-sse-05

Abstract

   This memo specifies the details of the Session Security Envelope
   (SSE).  SSE is a session protocol aiming to guarantee
   confidentiality, integrity and authentication completely
   independently by the underlying context, namely network and transport
   layers.  A single session using the SEE protocol can include a single
   transport session or multiple transport sessions.  This mean that SSE
   can survive the break-down in network and transport layers or to
   attacks carried against them.  SSE is also applicable in networks
   lacking in classic inter-networking and transport protocols SSE
   relies on modern AEAD block cipher modes of operations, a class of
   block cipher modes which allows, at the same time, to authenticate
   the message while encrypting a part of it.

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 December 29, 2017.




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Copyright Notice

   Copyright (c) 2017 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
   to this document.  Code Components extracted from this document must
   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.

Table of Contents

   1.  Introduction  . . . . . . . . . . . . . . . . . . . . . . . .   3
   2.  Terms and Definitions . . . . . . . . . . . . . . . . . . . .   3
     2.1.  Requirements Terminology  . . . . . . . . . . . . . . . .   3
     2.2.  Notations . . . . . . . . . . . . . . . . . . . . . . . .   3
     2.3.  Definitions . . . . . . . . . . . . . . . . . . . . . . .   3
   3.  SSE Security Boundary . . . . . . . . . . . . . . . . . . . .   3
   4.  API . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   3
   5.  Packet format . . . . . . . . . . . . . . . . . . . . . . . .   5
     5.1.  SSE compact format  . . . . . . . . . . . . . . . . . . .   5
     5.2.  SSE Large Format  . . . . . . . . . . . . . . . . . . . .   6
     5.3.  SSE Extreme Format  . . . . . . . . . . . . . . . . . . .   7
     5.4.  Header Fields . . . . . . . . . . . . . . . . . . . . . .   8
     5.5.  AEAD integration  . . . . . . . . . . . . . . . . . . . .   9
   6.  Packet processing and State Machine . . . . . . . . . . . . .   9
     6.1.  Establishing a session  . . . . . . . . . . . . . . . . .   9
     6.2.  Processing Outgoing Application Data  . . . . . . . . . .   9
     6.3.  Processing Incoming Application Data  . . . . . . . . . .   9
   7.  Negotiating SSE . . . . . . . . . . . . . . . . . . . . . . .  10
     7.1.  Using IKEv2 . . . . . . . . . . . . . . . . . . . . . . .  10
     7.2.  Using HIP . . . . . . . . . . . . . . . . . . . . . . . .  10
   8.  IANA Considerations . . . . . . . . . . . . . . . . . . . . .  10
   9.  Security Considerations . . . . . . . . . . . . . . . . . . .  10
   10. References  . . . . . . . . . . . . . . . . . . . . . . . . .  11
     10.1.  Normative References . . . . . . . . . . . . . . . . . .  11
     10.2.  Informative References . . . . . . . . . . . . . . . . .  11
   Authors' Addresses  . . . . . . . . . . . . . . . . . . . . . . .  12








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1.  Introduction

   This memo specifies the details of the Session Security Envelope
   (SSE).  SSE is a session protocol aiming to guarantee
   confidentiality, integrity and authentication completely
   independently by the underlying context, namely network and transport
   layers.  A single SSE session can span a single transport session or
   multiple transport sessions.  These transport sessions can use the
   same transport layer protocol (E.g.  TCP) or use different transport
   protocols.  SSE can survive the break-down in network and transport
   layers or to attacks carried against them.  Moreover SSE will relies
   on modern AEAD block cipher modes of operations, a class of block
   cipher modes which allows, at the same time, to authenticate the
   message while encrypting a part of it.

2.  Terms and Definitions

2.1.  Requirements 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 RFC 2119 [RFC2119].  .

2.2.  Notations

   This section will contain notations

2.3.  Definitions

   AEAD Block Cypher: (definition needed)

   SSE: Session Specific Envelope

3.  SSE Security Boundary

   The security boundary comes at layer above the IP transport layers
   (TCP, SCTP, UDP).  This security allows the data to be secure prior
   to entering into a specific transport layer.  A single SSE session
   can span 1 or N transport protocol connections.  The multiple
   transport connections running under an SSE session may all use one
   protocol (e.g.  TCP) or multiple protocols (e.g.  TCP, SCTP, UDP).
   The higher layer security boundary provides a common security layer.

4.  API

   The initial API is part of a shim with socket call over a TCP socket.

   s = int socket(int domain, int type, int protocol)



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   where:

      domain: AF_INET and AF_INET6 supported

      type: SOCK_SECURE

      protocol: Transport protocol (TCP (6), UDP (6), SCTP (132))


    int setsockopt(int sockfd, int level, int optname,
               const void *optval, socklen_t optlen);

   int getsocketopt(int sockfd, int level, int optname
                      const void *optval, socket
    where:
     sockfd:      # socket file descriptor
     optname:     # option name (see below)
     optval;          # points to *sse_transport structure;
     optlen;          # length of option

     optval values:
     ADD_SSE_Transport[1];     # add transport to SSE
     DELETE_SSE_Transport[2];  # delete transport to SSE
     Query_SSE_Transport [3];  # Query transport

     optval        *sse_transport[MAX_SSE_TRANSPORTS]; - for add/deletes


    struct *sse_add_transport
           int nt_sockfd;   # new transport socket
           int protocol;    # new protocol
           );


  int getsockopt(int sockfd, int level, int optname,
               void *optval, socklen_t *optlen);

  int setsockopt(int sockfd, int level, int optname,
               const void *optval, socklen_t optlen);

                           Figure 1 - Example SSE Socket API


   Note: The prototype for this SECURE_SOCKET is on a FREEBSD OS.







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5.  Packet format

   An SSE PDU is a Session Layer PDU (SPDU).  In order to accommodate
   various use cases three formats are available for the PDU.  The only
   difference between those formats is the size of length and sequence
   number fields.  Following these fields is the encrypted payload and
   Integrity Check Value (ICV).  Encrypted payload and ICV has a
   substructure depending on the choice of encryption algorithm and
   mode.

5.1.  SSE compact format

   SSE compact format aims to provide a Session Security Layer to
   applications leveraging on constrained network media with packet size
   limitations or high cost per bit transport.

   In the SSE compact format:

   SPI is 24 bits.

   FLAGS is 8 bits.

   Length is 12 bits

   Sequence Number is 20 bits

   12 bits of Length allows (2^12) 4096 bytes in the Encrypted Payload
   (does not include the ICV). 20 bits in the Sequence Number allows to
   send (2^20) 1048576 packets before renegotiating the key.  (The ICV
   length is set by the KMP parameters, so the length is known and
   therefore is not included in the length calculation)

   The SPI internally is 32 bits to maintain SPI length consistancy.
   The high order 8 bits are always ZERO, allowing for only sending the
   lower 24 bits in the header.
















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       0                   1                   2                   3
       0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |                             SPI               |    FLAGS      |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |       Length          |             Sequence Number           |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |              Encrypted Payload and ICV (Variable)             |
      ~                                                               ~
      |                                                               |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

      Figure 2 - Compact format

5.2.  SSE Large Format

   SSE large format aims provide a Session Security Layer to
   applications which have common sizes of transport packets.

   In the SSE compact format:

   SPI is 32 bits.

   FLAGS is 8 bits.

   Length is 32 bits

   Sequence Number is 32 bits

   32 bits of Length allows (2^32)or ~4Gbytes in the Encrypted Payload
   (does not include the ICV). 32 bits in the Sequence Number allows to
   send (2^32) ~40 billion packets packets before renegotiating the key.

   The 32 bits of length allows an IPv6 jumbogram to be included as in
   the SSE Large Format Payload
















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       0                   1                   2                   3
       0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |                             SPI                               |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |                      RESERVED                 |    FLAGS      |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |                            Length                             |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |                        Sequence Number                        |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |              Encrypted Payload and ICV (Variable)             |
      ~                                                               ~
      |                                                               |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

        Figure 3 - Large Format

5.3.  SSE Extreme Format

   SSE large format aims provide a Session Security Layer to high
   performance networks.

   In the SSE compact format:

   SPI is 32 bits.

   FLAGS is 8 bits.

   Length is 32 bits

   Sequence Number is 64 bits

   32 bits of Length allows (2^32) 4294967296 bytes (4Gbytes) in the
   Encrypted Payload (excluding the ICV). 32 bits in the Sequence Number
   allows to send (2^64) 18446744073709551616 (around 18 * 10^18)
   packets before renegotiating the key.














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       0                   1                   2                   3
       0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |                             SPI                               |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |                      RESERVED                   |    FLAGS    |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |                            Length                             |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |                        Sequence Number                        |
      +                                                               +
      |                                                               |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
      |              Encrypted Payload and ICV (Variable)             |
      ~                                                               ~
      |                                                               |
      +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

           Figure 4 -  Extreme Format

5.4.  Header Fields

   SPI is the Security Parameter Index, a 32 bit number received from
   the external KMP.  It is the index into the Security Association and
   is typically unidirectional.  That is each direction in has its own
   SPI.  A KMP for a unicast communication would provide the two SPIs.
   Multicast is different.  Depending on the requirements, there can be
   one SPI for all transmitters or one per transmitter.

   The compact format only transmits 24 bits of the 32 bit SPI.  The SPI
   is internally kept as both the 32 bits SPI from the KMP and a 24 bit
   truncated SPI (with the 8 high order bits of zero).  If this
   truncation results in a duplicate SPI, the negotiation is rejected
   and the KMP is called again.

   Length is the length in bytes of the encrypted payload.  This does
   not include the ICV.  The length of the ICV depends on the block
   cipher settings.

   FLAGS is a set of 8 options flags.  Bit 7 is the GPComp
   [I-D.moskowitz-gpcomp] bit compression option bit.

       0 1 2 3 4 5 6 7
      +-+-+-+-+-+-+-+-+
      |              C|
      +-+-+-+-+-+-+-+-+

           Figure 5 -  FLAGS field



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   Sequence Number is a, strictly increasing by 1, counter.  When the
   field cannot be increased without wrapping a key renegotiation MUST
   be performed.  Please note that this Sequence Number has not the same
   meaning and implications of a Transport Layer sequence number, hence
   increasing by 1 is a good idea.

   Note: It is common practice to rekey some time BEFORE the number
   space is exhausted.

5.5.  AEAD integration

   SSE MUST use AEAD block cipher modes.  AEAD block cypher modes will
   ensure confidentiality on the payload and integrity of both the
   payload and the headers (SPI, length and sequence number).

6.  Packet processing and State Machine

   SSE will spawn across several ports and protocols, hence each
   listened port and protocol can be a different SSE instance.  See
   Architecture Draft.

6.1.  Establishing a session

   An application can establish a session via the SSE API, which in turn
   will interact with a KMP daemon.  SSE instance will get all
   parameters related to the session from the KMP daemon.

   Editorial note: Is this a local vulnerability?

6.2.  Processing Outgoing Application Data

   After having established an SSE session, an application can send
   application- level data using the normal socket calls.  The SSE layer
   will encapsulate the packet, and send it on the appropriate transport
   session.  The application doesn't need to know SPI, sequence number
   or key.  The local SSE knows these facts, and keeps it within the SSE
   data associated with a set of transport connections.

6.3.  Processing Incoming Application Data

   After having established an SSE session, the packets will be sent to
   the transport layer for de-encapsulation.  After header removal, the
   socket processing will hand it to the SEE processing for security
   check.  If the packet is deemed secure, the socket will remove the
   SSE envelope.  The application see the byte stream as data from a
   transport connection.





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   The application doesn't need to know SPI, sequence number or key,
   relying on a fake connection. (but its local SSE instance knows it,
   hence the application own memory where those are stored).

7.  Negotiating SSE

   The use of SSE and its options (e.g.  AES mode of operation) should
   be part of the communication start up process.  Although SSE can be
   manually set up, this may result in a lack of crypto agility .  That
   is, only one algorithm is used and cannot easily be changed.  Thus
   manual set up for SSE should be limited to testing needs.

7.1.  Using IKEv2

   At set up, and application may call IKEv2 [RFC7296].  Currently there
   are no defined options for SSE in IKEv2 and it have to be amended.
   It should be able to follow ESP in Transport Mode [RFC4303].

7.2.  Using HIP

   At set up, and application may call HIPv2 [RFC7401] or HIP-DEX
   [I-D.ietf-hip-dex].

   HIP does not currently include a negotiation for SSE.  SSE can be
   added by assigning a HIP parameter value for an SSE Transform that is
   higher than ESP.  A value of 4101 can be used for this purpose.  The
   negotiation will mirror the ESP transform negotiation [RFC7402] and
   be carried in the R1 and I2 payloads as is ESP transform.  This
   parameter and negotiation may be explicitly expanded here at in a
   later revision.

8.  IANA Considerations

   IANA is requested to assign a HIP parameter value for the SSE
   Transform.  This parameter value should be higher than ESP.  A value
   of 4101 is recommended.

9.  Security Considerations

   As SSE uses an AEAD block cipher, it is vulnerable to attack if a
   sequence number is reused for a given key.  Thus implementations of
   SSE MUST provide for rekeying prior to Sequence Number rollover.  An
   implementation should never assume that for a given context, the
   sequence number space will never be exhausted.  Key Management
   Protocols like IKEv2 [RFC7296] or HIP [RFC7401] could be used to
   provide for rekeying management.  The KMP SHOULD not create a network
   layer fate-sharing limitation.




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   As any security protocol can be used for a resource exhaustion
   attack, implementations should consider methods to mitigate flooding
   attacks of messages with valid SPIs but invalid content.  Even with
   the ICV check, resources are still consumed to validate the ICV.

   SSE makes no attempt to recommend the ICV length.  For constrained
   network implementations, other sources should guide the
   implementation as to ICV length selection.  The ICV length selection
   SHOULD be the the responsibility of the KMP.

   As with any layered security protocol, SSE makes no claims of
   protecting lower or higher processes in the communication stack.
   Each layer's risks and liabilities need be addressed at that level.

10.  References

10.1.  Normative References

   [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>.

10.2.  Informative References

   [I-D.ietf-hip-dex]
              Moskowitz, R. and R. Hummen, "HIP Diet EXchange (DEX)",
              draft-ietf-hip-dex-05 (work in progress), February 2017.

   [I-D.moskowitz-gpcomp]
              Moskowitz, R., Hares, S., Faynberg, I., Lu, H., and P.
              Giacomin, "GPCOMP", draft-moskowitz-gpcomp-01 (work in
              progress), October 2016.

   [RFC4303]  Kent, S., "IP Encapsulating Security Payload (ESP)",
              RFC 4303, DOI 10.17487/RFC4303, December 2005,
              <http://www.rfc-editor.org/info/rfc4303>.

   [RFC7296]  Kaufman, C., Hoffman, P., Nir, Y., Eronen, P., and T.
              Kivinen, "Internet Key Exchange Protocol Version 2
              (IKEv2)", STD 79, RFC 7296, DOI 10.17487/RFC7296, October
              2014, <http://www.rfc-editor.org/info/rfc7296>.

   [RFC7401]  Moskowitz, R., Ed., Heer, T., Jokela, P., and T.
              Henderson, "Host Identity Protocol Version 2 (HIPv2)",
              RFC 7401, DOI 10.17487/RFC7401, April 2015,
              <http://www.rfc-editor.org/info/rfc7401>.




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   [RFC7402]  Jokela, P., Moskowitz, R., and J. Melen, "Using the
              Encapsulating Security Payload (ESP) Transport Format with
              the Host Identity Protocol (HIP)", RFC 7402,
              DOI 10.17487/RFC7402, April 2015,
              <http://www.rfc-editor.org/info/rfc7402>.

Authors' Addresses

   Robert Moskowitz
   HTT Consulting
   Oak Park, MI  48237

   Email: rgm@labs.htt-consult.com


   Igor Faynberg
   Stargazers Consulting, LLC
   East Brunswick, NJ  08816
   USA

   Email: igorfaynberg@gmail.com


   Huilan Lu
   Retired

   Email: huilanlu2@gmail.com


   Susan Hares
   Hickory Hill Consulting
   7453 Hickory Hill
   Saline, MI  48176
   USA

   Email: shares@ndzh.com


   Pierpaolo Giacomin
   FreeLance

   Email: yrz@anche.no









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