Network Working Group                                            D. Wing
Internet-Draft                                                     Cisco
Intended status: Informational                                  S. Fries
Expires: September 6, 2007                                    Siemens AG
                                                           H. Tschofenig
                                           Siemens Networks GmbH & Co KG
                                                           March 5, 2007


                      Media Security Requirements
             draft-wing-media-security-requirements-01.txt

Status of this Memo

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Copyright Notice

   Copyright (C) The IETF Trust (2007).

Abstract

   A number of proposals have been published to address the need of
   securing media traffic.  Different assumptions, requirements, and
   usage environments justify every one of them.  This document aims to
   summarize the discussed media security requirements in order progress
   the work on identifying a small subset applicable to a large range of



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   deployment environments.


Table of Contents

   1.  Introduction . . . . . . . . . . . . . . . . . . . . . . . . .  3
   2.  Terminology  . . . . . . . . . . . . . . . . . . . . . . . . .  3
   3.  Discussion of Call Scenarios . . . . . . . . . . . . . . . . .  3
     3.1.  Clipping Media Before Answer . . . . . . . . . . . . . . .  4
     3.2.  Retargeting and Forking  . . . . . . . . . . . . . . . . .  4
     3.3.  Using ICE to Associate Media and Signaling . . . . . . . .  7
     3.4.  Shared Key Conferencing  . . . . . . . . . . . . . . . . .  8
   4.  Standards Requirements . . . . . . . . . . . . . . . . . . . .  9
   5.  Requirements . . . . . . . . . . . . . . . . . . . . . . . . .  9
   6.  Clustering Requirements according to Environments  . . . . . . 12
   7.  Security Considerations  . . . . . . . . . . . . . . . . . . . 12
   8.  IANA Considerations  . . . . . . . . . . . . . . . . . . . . . 12
   9.  Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . 13
   10. References . . . . . . . . . . . . . . . . . . . . . . . . . . 13
     10.1. Normative References . . . . . . . . . . . . . . . . . . . 13
     10.2. Informative References . . . . . . . . . . . . . . . . . . 13
   Appendix 1.  Out-of-Scope  . . . . . . . . . . . . . . . . . . . . 14
   Authors' Addresses . . . . . . . . . . . . . . . . . . . . . . . . 14
   Intellectual Property and Copyright Statements . . . . . . . . . . 16



























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1.  Introduction

   The work on media security started a long time ago where the
   capability of the Session Initiation Protocol (SIP) was still at its
   infancy.  With the increased SIP deployment, the available of new SIP
   extensions and related protocols the need for end-to-end security was
   re-evaluated.  The procedure of re-evaluating prior protocol work and
   design decisions is not an uncommon strategy and, to some extend,
   considered necessary protocol work to ensure that the developed
   protocols indeed meet the previously envisioned needs for the users
   in the Internet.

   This document aims to summarize the discussed media security
   requirements, i.e., requirements for mechanisms that negotiate keys
   for SRTP.  Once a the list of requirements and architectural aspects
   have been investigated the work on the protocol proposals can be
   progressed by identifying a small number of soltuions and to complete
   the protocol work.

   This document is organized as follows.  Section 2 introduces
   terminology, Section 3 provides an overview about possible call
   scenarios, Section 5 lists requirements, Section 6 will provide a
   clustering of requirements to certain deployment environments to
   adress the problem that there might not be a single solution with
   universal applicability and Section 1 provides out-of-scope items and
   aspects for further discussion.  The document concludes with a
   security considerations Section 7, IANA considerations Section 8 and
   an acknowledgement section in Section 9.


2.  Terminology

   The keywords "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].


3.  Discussion of Call Scenarios

   The following subsections describe call scenarios, which have been
   discussed elaborately.  These call scenarios pose the most challenge
   to the key management for media data in cooperation with SIP
   signaling.  The scenarios have already been described as part of the
   key management evaluation draft [I-D.wing-rtpsec-keying-eval], and
   are stated here to give a better insight in these discussion.






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3.1.  Clipping Media Before Answer

   Per the SDP Offer/Answer Model [RFC3264],

      "Once the offerer has sent the offer, it MUST be prepared to
      receive media for any recvonly streams described by that offer.
      It MUST be prepared to send and receive media for any sendrecv
      streams in the offer, and send media for any sendonly streams in
      the offer (of course, it cannot actually send until the peer
      provides an answer with the needed address and port information)."

   To meet this requirement with SRTP, the offerer needs to know the
   SRTP key for arriving media.  If encrypted SRTP media arrives before
   the associated SRTP key, the offerer cannot play the media -- causing
   clipping.

   For key exchange mechanisms that send the answerer's key in SDP, a
   SIP provisional response [RFC3261], such as 183 (session progress),
   is useful.  However, the 183 messages are not reliable unless both
   the calling and called end point support PRACK [RFC3262], use TCP
   across all SIP proxies, implement Security Preconditions
   [I-D.ietf-mmusic-securityprecondition], or the both ends implement
   ICE [I-D.ietf-mmusic-ice] and the answerer implements the reliable
   provisional response mechanism described in ICE.  Unfortunately,
   there is not wide deployment of any of these techniques and there is
   industry reluctance to set requirements regarding these techniques to
   avoid the problem described in this section.

   Note that the receipt of an SDP answer is not always sufficient to
   allow media to be played to the offerer.  Sometimes, the offerer must
   send media in order to open up firewall holes or NAT bindings before
   media can be received.  In this case a solution that makes the key
   available before the SDP answer arrives will not help.  Here
   additional measures as using ICE may provide a solution space.

   Requirements are created due to early media, in the sense of pre-
   offer/answer media, as described in [I-D.barnes-sip-em-ps-req-sol].
   Fixes to early media might might make the requirements to become
   obsolete.

3.2.  Retargeting and Forking

   In SIP, a request sent to a specific AOR but delivered to a different
   AOR is called a "retarget".  A typical scenario is a "call
   forwarding" feature.  In Figure 1 Alice sends an Invite in step 1
   that is sent to Bob in step 2.  Bob responds with a redirect (SIP
   response code 3xx) pointing to Carol in step 3.  This redirect
   typically does not propagate back to Alice but only goes to a proxy



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   (i.e., the retargeting proxy) that sends the original Invite to Carol
   in step 4.


                                    +-----+
                                    |Alice|
                                    +--+--+
                                       |
                                       | Invite (1)
                                       V
                                  +----+----+
                                  |  proxy  |
                                  ++-+-----++
                                   | ^     |
                        Invite (2) | |     | Invite (4)
                    & redirect (3) | |     |
                                   V |     V
                                  ++-++   ++----+
                                  |Bob|   |Carol|
                                  +---+   +-----+

                           Figure 1: Retargeting

   The mechanism used by SIP for identifying the calling party is SIP
   Identity [RFC3261].  However, due to SIP retargeting issues
   [I-D.peterson-sipping-retarget], SIP Identity can only identify the
   calling party (that is, the party that initiated the SIP request).
   Some key exchange mechanisms predate SIP Identity and include their
   own identity mechanism.  However, those built-in identity mechanism
   suffer from the same SIP retargeting problem described in the above
   draft.  Going forward, it is anticipated that Connected Identity
   [I-D.ietf-sip-connected-identity] may allow identifying the called
   party.  This is also described as the 'retargeting identity' problem.

   In SIP, 'forking' is the delivery of a request to multiple locations.
   This happens when a single AOR is registered more than once.  An
   example of forking is when a user has a desk phone, PC client, and
   mobile handset all registered with the same AOR.













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                                  +-----+
                                  |Alice|
                                  +--+--+
                                     |
                                     | Invite
                                     V
                               +-----+-----+
                               |   proxy   |
                               ++---------++
                                |         |
                         Invite |         | Invite
                                V         V
                             +--+--+   +--+--+
                             |Bob-1|   |Bob-2|
                             +-----+   +-----+

                             Figure 2: Forking

   With forking, both Bob-1 and Bob-2 might send back SDP answers in SIP
   responses.  Alice will see those intermediate (18x) and final (200)
   responses.  It is useful for Alice to be able to associate the SIP
   response with the incoming media stream.  Although this association
   can be done with ICE [I-D.ietf-mmusic-ice], and ICE is useful to make
   this association with RTP, it is not desirable to require ICE to
   accomplish this association.

   Forking and retargeting are often used together.  For example, a boss
   and secretary might have both phones ring and rollover to voice mail
   if neither phone is answered.

   To maintain security of the media traffic, only the end point that
   answers the call should know the SRTP keys for the session.  This is
   only an issue with public key encryption and not with DH-based
   approaches.  For key exchange mechanisms that do not provide secure
   forking or secure retargeting, one workaround is to rekey immediately
   after forking or retargeting (that is, perform a re-Invite).
   However, because the originator may not be aware that the call forked
   this mechanism requires rekeying immediately after every session is
   established.  This doubles the Invite messages processed by the
   network.

   Retargeting securely introduces a more significant problem.  With
   retargeting, the actual recipient of the request is not the original
   recipient.  This means that if the offerer encrypted material (such
   as the session key or the SDP) using the original recipient's public
   key, the actual recipient will not be able to decrypt that material
   because the recipient won't have the original recipient's private
   key.  In some cases, this is the intended behavior, i.e., you wanted



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   to establish a secure connection with a specific individual.  In
   other cases, it is not intended behavior (you want all voice media to
   be encrypted, regardless of who answers).

   For some forms of key management the calling party needs to know in
   advance the certificate or shared secret of the called party, and
   retargeting can interfere with this.

   Further compounding this problem is a particularity of SIP that when
   forking is used, there is always only one final error response
   delivered to the sender of the request: the forking proxy is
   responsible for choosing which final response to choose in the event
   where forking results in multiple final error responses being
   received by the forking proxy.  This means that if a request is
   rejected, say with information that the keying information was
   rejected and providing the far end's credentials, it is very possible
   that the rejection will never reach the sender.  This problem, called
   the Heterogeneous Error Response Forking Problem (HERFP)
   [I-D.mahy-sipping-herfp-fix], is difficult to solve in SIP.

3.3.  Using ICE to Associate Media and Signaling

   In the absence of a technique in the key exchange to associate SIP
   signaling with the media, ICE may be used.  This technique does not
   need an external STUN server or external TURN server; rather, what is
   used are ICE connectivity checks:

   o  The offer has at least one a=candidate line, matching the m/c
      lines

   o  The answerer has to minimally support the new 'lite' mode of ICE.
      This means the answerer's SDP also has an a=candidate line that
      matches its m/c lines.  In ICE's 'lite' mode, the answerer only
      responds to STUN Binding Requests.

   o  There are two ways the offerer will notice forking occurred:

      *  media (RTP or SRTP) arrives from different transport addresses

      *  STUN connectivity checks with different STUN usernames arrive
         from different transport addresses

      *  multiple answers arrive in SIP signaling

   o  When the offerer notices forking occurred, and the offerer needs
      to associate an SDP answer with the media path, the offerer can
      send a STUN Binding Request to the address specified in the SDP
      and perform ICE triggered checks, as specified by ICE.  This



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      allows correlating the media path with the endpoint that generated
      the SDP answer.

   [Editor's Note: Even though this describes a possible solution in a
   requirements document, we listed it for further comments.]

3.4.  Shared Key Conferencing

   For efficient scaling, large audio and video conference bridges
   operate most efficiently by encrypting the current speaker once and
   distributing that stream to the conference attendees.  Typically,
   inactive participants receive the same streams -- they hear (or see)
   the active speaker(s), and the active speakers receive distinct
   streams that don't include themselves.  In order to maintain
   confidentiality of such conferences where listeners share a common
   key, all listeners must rekeyed when a listener joins or leaves a
   conference.

   An important use case for mixers/translators is a conference bridge:


                                         +----+
                             A --- 1 --->|    |
                               <-- 2 ----| M  |
                                         | I  |
                             B --- 3 --->| X  |
                               <-- 4 ----| E  |
                                         | R  |
                             C --- 5 --->|    |
                               <-- 6 ----|    |
                                         +----+

                       Figure 3: Centralized Keying

   In the figure above, 1, 3, and 5 are RTP media contributions from
   Alice, Bob, and Carol, and 2, 4, and 6 are the RTP flows to those
   devices carrying the 'mixed' media.

   Several scenarios are possible:

   a.  Multiple inbound sessions: 1, 3, and 5 are distinct RTP sessions,

   b.  Multiple outbound sessions: 2, 4, and 6 are distinct RTP
       sessions,

   c.  Single inbound session: 1, 3, and 5 are just different sources
       within the same RTP session,




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   d.  Single outbound session: 2, 4, and 6 are different flows of the
       same (multi-unicast) RTP session

   If there are multiple inbound sessions and multiple outbound sessions
   (scenarios a and b), then every keying mechanism behaves as if the
   mixer were an end point and can set up a point-to-point secure
   session between the participant and the mixer.  This is the simplest
   situation, but is computationally wasteful, since SRTP processing has
   to be done independently for each participant.  The use of multiple
   inbound sessions (scenario a) doesn't waste computational resources,
   though it does consume additional cryptographic context on the mixer
   for each participant and has the advantage of non-repudiation of the
   originator of the incoming stream.

   To support a single outbound session (scenario d), the mixer has to
   dictate its encryption key to the participants.  Some keying
   mechanisms allow the transmitter to determine its own key, and others
   allow the offerer to determine the key for the offerer and answerer.
   Depending on how the call is established, the offerer might be a
   participant (such as a participant dialing into a conference bridge)
   or the offerer might be the mixer (such as a conference bridge
   calling a participant).  The use of offerless Invites may help some
   keying mechanisms reverse the role of offerer/answerer.  A
   difficulty, however, is knowing a priori if the role should be
   reversed for a particular call.


4.  Standards Requirements

   The United States Government can only purchase and use crypto
   implementations that have been validated by the FIPS-140 [FIPS-140-2]
   process:

      "The FIPS-140 standard is applicable to all Federal agencies that
      use cryptographic-based security systems to protect sensitive
      information in computer and telecommunication systems, including
      voice systems.  The adoption and use of this standard is available
      to private and commercial organizations."[cryptval]

   Some commercial organizations, such as banks and defense contractors,
   also require or prefer equipment which has validated by the FIPS-140
   process.


5.  Requirements






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   R1:    Negotiation of SRTP keys MUST NOT cause the call setup to fail
          in forked and retargeted calls where all end points are
          willing to use SRTP.

   R2:    Forking and retargeting MUST allow establishing SRTP or RTP
          with a mixture of SRTP- and RTP-capable targets, such that
          SRTP is performed with SRTP-capable targets and RTP targets do
          not cause Heterogeneous Error Response Forking Problem
          (HERFP).

   R3:    Forked end points SHOULD NOT know the SRTP key of any call
          established with another forked end point.

          A solution MAY support the ability to utilize an initially
          established security context that was established as part of
          the first call setup with a remote end point.

          Specialized devices may need to avoid public key operations or
          Diffie-Hellman operations as much as possible because of the
          computational cost or because of the additional call setup
          delay.  For example, it can take a second or two to perform a
          Diffie-Hellman operation in certain devices.  Examples of
          these specialized devices would include some handsets,
          intelligent SIMs, and PSTN gateways.  For the typical case
          because a phone call has not yet been established, ancillary
          processing cycles can be utilized to perform the PK or DH
          operation; for example, in a PSTN gateway the DSP, which is
          not yet involved with typical DSP operations, could be used to
          perform the calculation, so as to avoid having the central
          host processor perform the calculation.  Some devices, such as
          handsets, and intelligent SIMs do not have such ancillary
          processing capability.

   R5:    A solution SHOULD avoid clipping media before SDP answer
          without additional SIP signalling.

   R6:    A solution MUST provide protection against passive attacks on
          the media path and MUST protect against passive attacks of a
          SIP proxy that is legitimately routing SIP messages.

   R7:    A solution MUST be able to support Perfect Forward Secrecy.

   R8:    A solution MUST support negotiation of the key exchange
          algorithm without incurring per-algorithm computational
          expense.






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   R9:    A solution MUST support multiple SRTP cipher suites without
          additional computational expense.

   R10:   When DH is used to establish session keys performance aspect
          SHOULD be taken into account.

          For example, if using a Diffie-Hellman keying technique with
          security preconditions that forks to 20 end points, the call
          initiator would get 20 provisional responses containing 20
          signed Diffie-Hellman key pairs.  Calculating 20 DH secrets
          and validating signatures can be a difficult task depending on
          the device capabilities.  Hence, in the case of forking, it is
          not desirable to perform a DH or PK operation with every
          party, but rather only with the party that answers the call
          (and incur some media clipping).

   R11:   A solution MUST NOT require 3rd parties to sign certificates.

          This requirements points to the fact that a global PKI cannot
          be assumed and opportunistic security approaches should be
          considered in the solution.  However, if two parties share an
          authentication infrastructure that has 3rd parties signing
          certificates, they may use it.

   R12:   A solution SHOULD use algorithms that allow FIPS 140-2
          [FIPS-140-2] certification.

   R13:   Key exchange SHOULD be able to associate the signaling with
          the media.  This is useful with forking.

          [Editor's Note: There are different options to achieve the
          association of signaling and media, which need to be
          discussed.  One option may be requiring the use of symmetric
          RTP when applying SRTP.  The only time this doesn't work is
          when NATs are involved.  For this case we may rely on ICE (see
          "Interactions with Forking" in [I-D.ietf-mmusic-ice] or also
          the in section Section 3.3

   R14:   A solution SHOULD allow to start with RTP and then upgrade to
          SRTP.

   R15:   A solution SHOULD consider active attacks, including DoS
          attacks.

   R16:   From an architectural point of view solutions can exchange key
          exchange messages along the media path, along the signaling
          path or on both paths.  A solution SHOULD require the
          adversary to be located on the media as well as on the



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          signaling path.

   R17:   A solution SHOULD support the possibility to protect non-RTP-
          based data traffic.

   R18:   A solution MUST protect cipher suite negotiation against
          downgrading attacks.

   R19:   A solution MUST provide crypto-agility.

   R20:   A solution MUST allow a SIP UA to negotiate media security
          parameters for each individual session.

   R21:   A solution SHOULD allow establishing SRTP keying between
          different call signaling protocols (e.g., between Jabber, SIP,
          H.323, MGCP)

   R22:   A solution SHOULD support media recording.

   R23:   A solution SHOULD NOT allow end users to determine whether
          their end-to-end interaction is subject to lawful
          interception.  (This is something for discussion, obviously.)


6.  Clustering Requirements according to Environments

   It is not possible to fulfill all requirements presented in Section 5
   to be useful in all environments.  This section aims to describe the
   usage environments and to cluster solutions with respect to these
   environments to distil a small set of solutions fulfilling these
   requirements.

   [Editor's Note: Text will be provided in a future version of this
   document.]


7.  Security Considerations

   This document lists requirements for securing media traffic.  As
   such, it addresses security throughout the document.


8.  IANA Considerations

   This document does not require actions by IANA.






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9.  Acknowledgements

   The authors would like to thank the active participants of the RTPSEC
   BoF and on the RTPSEC mailing list.  The authors would furthermore
   like to thank Wolfgang Buecker, Guenther Horn, Peter Howard, Hans-
   Heinrich Grusdt, Srinath Thiruvengadam, Martin Euchner, Eric
   Rescorla, Matt Lepinski, Dan York, Werner Dittmann, and Richard
   Barnes for their feedback to this document.  We would like to
   particularly thank Francois Audet for the work on the key management
   evaluation.


10.  References

10.1.  Normative References

   [FIPS-140-2]
              NIST, "Security Requirements for Cryptographic Modules",
              June 2005, <http://csrc.nist.gov/publications/fips/
              fips140-2/fips1402.pdf>.

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

   [RFC3261]  Rosenberg, J., Schulzrinne, H., Camarillo, G., Johnston,
              A., Peterson, J., Sparks, R., Handley, M., and E.
              Schooler, "SIP: Session Initiation Protocol", RFC 3261,
              June 2002.

   [RFC3262]  Rosenberg, J. and H. Schulzrinne, "Reliability of
              Provisional Responses in Session Initiation Protocol
              (SIP)", RFC 3262, June 2002.

   [RFC3264]  Rosenberg, J. and H. Schulzrinne, "An Offer/Answer Model
              with Session Description Protocol (SDP)", RFC 3264,
              June 2002.

   [cryptval]
              NIST, "Cryptographic Module Validation Program",
              December 2006,
              <http://csrc.nist.gov/cryptval/140-2APP.htm>.

10.2.  Informative References

   [I-D.barnes-sip-em-ps-req-sol]
              Barnes, R. and M. Lepinski, "Early Media in SIP: Problem
              Statement, Requirements, and Analysis of  Solutions",
              draft-barnes-sip-em-ps-req-sol-00 (work in progress),



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              February 2007.

   [I-D.ietf-mmusic-ice]
              Rosenberg, J., "Interactive Connectivity Establishment
              (ICE): A Methodology for Network  Address Translator (NAT)
              Traversal for Offer/Answer Protocols",
              draft-ietf-mmusic-ice-13 (work in progress), January 2007.

   [I-D.ietf-mmusic-securityprecondition]
              Andreasen, F. and D. Wing, "Security Preconditions for
              Session Description Protocol (SDP) Media  Streams",
              draft-ietf-mmusic-securityprecondition-03 (work in
              progress), October 2006.

   [I-D.ietf-sip-connected-identity]
              Elwell, J., "Connected Identity in the Session Initiation
              Protocol (SIP)", draft-ietf-sip-connected-identity-05
              (work in progress), February 2007.

   [I-D.mahy-sipping-herfp-fix]
              Mahy, R., "A Solution to the Heterogeneous Error Response
              Forking Problem (HERFP) in  the Session Initiation
              Protocol (SIP)", draft-mahy-sipping-herfp-fix-01 (work in
              progress), March 2006.

   [I-D.peterson-sipping-retarget]
              Peterson, J., "Retargeting and Security in SIP: A
              Framework and Requirements",
              draft-peterson-sipping-retarget-00 (work in progress),
              February 2005.

   [I-D.wing-rtpsec-keying-eval]
              Audet, F. and D. Wing, "Evaluation of SRTP Keying with
              SIP", draft-wing-rtpsec-keying-eval-02 (work in progress),
              February 2007.


1.  Out-of-Scope

   Discussions concluded that key management for shared-key encryption
   of conferencing is outside the scope of this document.  As the
   priority is point-to-point unicast SRTP session keying, resolving
   shared-key SRTP session keying is deferred to later and left as an
   item for future investigations.







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Authors' Addresses

   Dan Wing
   Cisco
   170 West Tasman Drive
   San Jose, CA  95134
   USA

   Email: dwing@cisco.com


   Steffen Fries
   Siemens AG
   Otto-Hahn-Ring 6
   Munich, Bavaria  81739
   Germany

   Email: steffen.fries@siemens.com


   Hannes Tschofenig
   Siemens Networks GmbH & Co KG
   Otto-Hahn-Ring 6
   Munich, Bavaria  81739
   Germany

   Email: Hannes.Tschofenig@siemens.com
























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