RMT (TBD) Brian. Adamson Internet-Draft Naval Research Laboratory Intended status: Informational Vincent. Roca Expires: April 7, 2007 INRIA October 4, 2006 Security and Reliable Multicast Transport Protocols: Discussions and Guidelines draft-adamson-roca-rmtsec-issues-00 Status of this Memo By submitting this Internet-Draft, each author represents that any applicable patent or other IPR claims of which he or she is aware have been or will be disclosed, and any of which he or she becomes aware will be disclosed, in accordance with Section 6 of BCP 79. Internet-Drafts are working documents of the Internet Engineering Task Force (IETF), its areas, and its working groups. Note that other groups may also distribute working documents as Internet- Drafts. 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." The list of current Internet-Drafts can be accessed at http://www.ietf.org/ietf/1id-abstracts.txt. The list of Internet-Draft Shadow Directories can be accessed at http://www.ietf.org/shadow.html. This Internet-Draft will expire on April 7, 2007. Copyright Notice Copyright (C) The Internet Society (2006). Abstract This document describes some security risks of the Reliable Multicast Transport (RMT) Working Group set of building blocks and protocols. An emphasis is placed on risks that might be resolved in the scope of transport protocol design. However, relevant security issues related to IP Multicast control-plane and other concerns not strictly within the scope of reliable transport protocol design are also discussed. Adamson & Roca Expires April 7, 2007 [Page 1] Internet-Draft Security and RMT Protocols October 2006 The document also begins an exploration of approaches that could be embraced to mitigate these risks. The purpose of this document is to provide a consolidated security discussion and provide a basis for further discussion and potential resolution of any significant security issues that may exist in the current set of RMT standards. Table of Contents 1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . . 4 2. Quick Introduction to RMT Protocols and their Use . . . . . . 5 2.1. The Two Families of CDP . . . . . . . . . . . . . . . . . 5 2.2. RMT Protocol Specificities . . . . . . . . . . . . . . . . 5 2.3. Target Use Case Specificities . . . . . . . . . . . . . . 6 3. Known Security Threats . . . . . . . . . . . . . . . . . . . . 7 3.1. Control-Plane Attacks . . . . . . . . . . . . . . . . . . 8 3.1.1. Control Plane Monitoring . . . . . . . . . . . . . . . 8 3.1.2. Unauthorized (or Malicious) Group Membership . . . . . 8 3.2. Data-Plane Attacks . . . . . . . . . . . . . . . . . . . . 9 3.2.1. Rogue Traffic Generation . . . . . . . . . . . . . . . 9 3.2.2. Sender Message Spoofing . . . . . . . . . . . . . . . 10 3.2.3. Receiver Message Spoofing . . . . . . . . . . . . . . 10 3.2.4. Replay Attacks . . . . . . . . . . . . . . . . . . . . 11 4. General Security Goals . . . . . . . . . . . . . . . . . . . . 12 4.1. Network Protection . . . . . . . . . . . . . . . . . . . . 12 4.2. Protocol Protection . . . . . . . . . . . . . . . . . . . 13 4.3. Content Protection . . . . . . . . . . . . . . . . . . . . 13 5. Elementary Security Services . . . . . . . . . . . . . . . . . 13 6. Technological Building Blocks . . . . . . . . . . . . . . . . 15 6.1. IPsec . . . . . . . . . . . . . . . . . . . . . . . . . . 15 6.1.1. Benefits . . . . . . . . . . . . . . . . . . . . . . . 15 6.1.2. Requirements . . . . . . . . . . . . . . . . . . . . . 15 6.1.3. Limitations . . . . . . . . . . . . . . . . . . . . . 16 6.2. TESLA . . . . . . . . . . . . . . . . . . . . . . . . . . 16 6.2.1. Benefits . . . . . . . . . . . . . . . . . . . . . . . 16 6.2.2. Requirements . . . . . . . . . . . . . . . . . . . . . 16 6.2.3. Limitations . . . . . . . . . . . . . . . . . . . . . 17 6.3. SSM Multicast Routing . . . . . . . . . . . . . . . . . . 17 6.3.1. Benefits . . . . . . . . . . . . . . . . . . . . . . . 17 6.3.2. Requirements . . . . . . . . . . . . . . . . . . . . . 17 6.3.3. Limitations . . . . . . . . . . . . . . . . . . . . . 17 7. Global Security Infrastructure . . . . . . . . . . . . . . . . 17 7.1. Public Key Infrastructure . . . . . . . . . . . . . . . . 18 7.1.1. Benefits . . . . . . . . . . . . . . . . . . . . . . . 18 7.1.2. Requirements . . . . . . . . . . . . . . . . . . . . . 18 7.1.3. Limitations . . . . . . . . . . . . . . . . . . . . . 18 7.2. Group Key Management and Re-keying Protocols . . . . . . . 18 7.2.1. Benefits . . . . . . . . . . . . . . . . . . . . . . . 18 Adamson & Roca Expires April 7, 2007 [Page 2] Internet-Draft Security and RMT Protocols October 2006 7.2.2. Requirements . . . . . . . . . . . . . . . . . . . . . 18 7.2.3. Limitations . . . . . . . . . . . . . . . . . . . . . 18 8. New Threats Introduced by the Security Scheme Itself . . . . . 18 9. Consequences for the RMT and MSEC Working Group . . . . . . . 18 9.1. RMT Transport Message Security Encapsulation Header . . . 18 10. Security Considerations . . . . . . . . . . . . . . . . . . . 19 11. Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . 19 12. Normative References . . . . . . . . . . . . . . . . . . . . . 19 Authors' Addresses . . . . . . . . . . . . . . . . . . . . . . . . 20 Intellectual Property and Copyright Statements . . . . . . . . . . 21 Adamson & Roca Expires April 7, 2007 [Page 3] Internet-Draft Security and RMT Protocols October 2006 1. Introduction The Reliable Multicast Transport (RMT) Working Group has produced a set of building blocks (BB) and protocol instantiation (PI) specifications for reliable multicast data transport. The two PIs defined within the scope of RMT: ALC [RFC3450][draft-ietf-rmt-pi-alc-revised-03] and NORM [RFC3940], as well as the FLUTE application [RFC3926] built on top of ALC, are "Content Delivery Protocols" (CDP). In this document the term CDP will refer indifferently to either ALC or NORM, with their associated BBs. The use of these BBs and PIs raises new security risks. For instance, these protocols share a novel set of Forward Error Correction (FEC) and congestion control building blocks that present some new capabilities for Internet transport, but may also pose some new security risks. Yet some security risks are not related to the particular BBs used by the PIs, but are more general. Reliable multicast transport sessions are expected to involve at least one sender and multiple receivers. Thus, the risk of and avenues to attack are implicitly greater than that of point-to-point (unicast) transport sessions. Also the nature of IP multicast can expose other coexistent network flows and services to risk if malicious users exploit it. The classic any-source multicast (ASM) model of multicast routing allows any host to join an IP multicast group and send traffic to that group. This poses many potential security challenges. And, while the emerging single-source multicast (SSM) model that allows only a single sender to send traffic to a group simplifies some challenges, there remain some specific issues. For instance, possible areas of attack include those against the control plane where malicious hosts join IP multicast groups to cause multicast traffic to be directed to parts of the network where it is not needed or desired. This can indirectly cause denial-of-service (DoS) to other network flows. Also, attackers may transmit erroneous or corrupt messages to the group or employ strategies such as replay attack within the "data plane" of protocol operation. The goals of this document are therefore: 1. to define the possible general security goals. Defining what we want to protect, i.e. the network itself, and/or the protocol, and/or the content, is the first step. 2. to list the possible elementary security services that will make it possible to fullfil the general security goals. Some of these services are generic (e.g. object and/or packet integrity), while others are specific to RMT protocols (e.g. congestion control specific security schemes). Adamson & Roca Expires April 7, 2007 [Page 4] Internet-Draft Security and RMT Protocols October 2006 3. to list some technological building blocks and solutions that can provide the desired security services. 4. last but not least, to highlight the CDP specificities that will impact security and define some use-cases. Indeed, the set of solutions proposed to fulfill the security goals will greatly be impacted by the target use case. In some cases, the existing RMT documents already discuss the risks and outline approaches to solve them, at least partially. The purpose of this document is to consolidate this content and provide a basis for further discussion and potential resolution of any significant security issues that may exist. 2. Quick Introduction to RMT Protocols and their Use 2.1. The Two Families of CDP TODO: a quick introduction to the two families of solutions: ALC/LCT and NORM. 2.2. RMT Protocol Specificities This section focuses on the RMT protocol specificities that will impact the choice of the technological building blocks, and the way they can be applied. Both ALC and NORM have been designed with scalability in mind (in terms of the number of receivers). Yet if ALC targets massively scalable sessions (e.g. with millions of receivers), NORM is less ambitious, essentially because of the use of feedback messages to the source. Ideally, the use of security mechanisms should not break this scalability feature. The ALC and NORM protocols differ in the communication paths: o sender to receivers: ALC and NORM, for bulk data transfer and signaling messages; o receivers to sender: NORM only, for feedback messages; o receivers to receivers: NORM only for control messages; But the fact that ALC is capable of working on top of purely unidirectional networks does not mean that no back-channel will be available (see Section 2.3). Adamson & Roca Expires April 7, 2007 [Page 5] Internet-Draft Security and RMT Protocols October 2006 ALC defines an on-demand content delivery model where receivers can arrive at any time, at their own discretion, download the content and leave the session. This delivery model is not supported by NORM The push and streaming content delivery models are supported by both ALC and NORM. 2.3. Target Use Case Specificities This section focuses on the target use cases and their specificities. These specificities will impact both the choice of the technological building blocks and the way they can be applied. One can distinguish the following use case features: o Purely unidirectional transport versus symmetric bidirectional transport versus asymmetric bidirectional transport. Most of the time, the amount of traffic flowing to the source is limited, and one can overlook whether the transport channel is symmetric or not. The nature of the underlying transport channel is of paramount importance, since many security building blocks will require a bidirectional communication; o Massively scalable versus moderately scalable session. Here we do not define precisely what the terms "massively scalable" and "moderately scalable" mean. o Known set of receivers versus unknown set of receivers: does the source know at any point of time the set of receivers or not? Of course, knowing the set of receivers is usually not compatible with massively scalable sessions; o Dynamic set of receivers versus fixed set of receivers: does the source know at some point of time the maximum set of receivers or will it evolve dynamically? In case of a dynamic set of receivers, the source might desire to provide o High rate data flow versus small rate data flow: some security building blocks are CPU intensive and are therefore incompatible with high data rate sessions (e.g. this is the case of solutions that digitally sign all the packets sent). o Protocol stack available at both ends: a solution that requires some non-usual features within the protocol stack will not always be usable. Some target environments (e.g. embedded systems) only provide a minimum set of features and extending them (e.g. to add IPsec) is not necessarily realistic; o Multicast routing other layer-3 protocols in use: for instance, SSM multicast routing is often seen as one of the key service to Adamson & Roca Expires April 7, 2007 [Page 6] Internet-Draft Security and RMT Protocols October 2006 improve the security within multicast sessions, and some security building blocks require specialized versions of layer-3 protocols (e.g. IGMP/MLD with security extensions). Depending on the target use case, these assumptions might or not be realistic; o (TBD) more items? Depending on the target goal and the associated security building block used, other features, related to the use case, might be of importance. For instance TESLA requires a loose time synchronization between the source and the receivers. Several possibilities exist to that purpose, some of them being only feasible if the target use case provide the appropriate features. 3. Known Security Threats Reliable multicast transport sessions are expected to involve at least one sender and multiple receivers. Thus, the risk of and avenues to attack are implicitly greater than that of point-to-point (unicast) transport sessions. Also the nature of IP multicast can expose other coexistent network flows and services to risk if malicious users exploit it. The classic any-source multicast (ASM) model of multicast routing allows any host to join an IP multicast group and send traffic to that group. This poses many potential security challenges. And, while the emerging single-source multicast (SSM) model that allows only a single sender to send traffic to a group simplifies some challenges, there remain some specific issues with respect to adopting standard Internet security mechanisms such as IPSec[RFC2401]. Possible areas of attack include those against the control plane where malicious hosts join IP multicast groups to cause multicast traffic to be directed to parts of the network where it is not needed or desired. This can indirectly cause denial-of- service (DoS) to other network flows. Also, attackers may transmit erroneous or corrupt messages to the group or employ strategies such as replay attack within the "data plane" of protocol operation. CDP integrate several BBs. The TCP-Friendly Multicast Congestion Control (TFMCC) [RFC4654] building block specifies protocol mechanisms where senders and receivers exchange messages to manage sender transmission rate. The IP architecture provides common access to notional control and data planes to both end and intermediate systems. For the purposes of discussion here, the "control plane" mechanisms are considered those with message exchanges between end systems (typically computers) and intermediate systems (typically routers) and while the "data plane" encompasses messages exchanged among end systems, Adamson & Roca Expires April 7, 2007 [Page 7] Internet-Draft Security and RMT Protocols October 2006 usually pertaining to the transfer of application data. 3.1. Control-Plane Attacks While control-plane attacks may be considered outside of the scope of the transport protocol specfications discussed here, it is important to understand the potential impact of such attacks with respect to the deployment and operation of these protocols. For example, awareness of possible IP Multicast control-plane manipulation that can lead to unauthorized (or unexpected) monitoring of data plane traffic by malicious users may lead a transport application or protocol implementation to support encryption to ensure data confidentiality and/or privacy. Also, these types of attack also have bearing on assessing the real risks of potentially more complex attacks against the transport mechanisms themselves. In some cases, the solutions to these control-plane risk areas may reduce the impact or possibility of some data-plane attacks that are discussed in this document. 3.1.1. Control Plane Monitoring While this may not be a direct attack on the transport system, it may be possible for an attacker to gain useful information in advancing attack goals by monitoring IP Multicast control plane traffic including group membership and multicast routing information. Indentification of hosts and/or routers participating in specific multicast groups may readily identify systems vulnerable to protocol- specific exploitation. And, with regards to user privacy concerns, such "side information" may be relevant to this emerging aspect of network security. 3.1.2. Unauthorized (or Malicious) Group Membership One of the simplest attacks is that where a malicious host joins an IP multicast group so that potentially unwanted traffic is routed to the host's network interface. This type of attack can turn a legitimate source of IP traffic into a "attacker" without requiring any access privileges to the source host or routers involved. This type of attack can be used for denial-of-service purposes or for the real attacker (the malicious joiner) to gain access to the information content being sent. Similarly, some routing protocols may permit any sender (whether joined to the specific group or not) to transmit messages to a multicast group. It is possible that malicious hosts could also spoof IGMP messages, joining groups posing as legitimate hosts (or spoof source traffic from legitimate hosts). This may be done at intermediate locations in the network or by hosts co-resident with the authorized hosts on Adamson & Roca Expires April 7, 2007 [Page 8] Internet-Draft Security and RMT Protocols October 2006 local area networks. Such spoofing could be done by raw packet generation or with replay of previously-recorded control messages. For the sake of completeness, it should be noted that multicast routing protocol control messaging may be subject to similar threats if insufficient protocol security mechanisms are enabled in the routing infrastructure. The presence of these types of attack may necessitate that policy- based controls be emplaced in routers to limit the distribution (including transmission and reception) of multicast traffic (on a group-wise and/or traffic volume basis) to different parts of the network. Such policy-based controls are beyond the scope of the RMT protocol specifications. However, such network protection mechanisms may reduce the opportunities for or effectiveness of of some of the data-plane attacks discussed later. For example, reverse-path checks can significantly limit opportunities for attackers to conduct replay attacks when hosts actually do use IPSec. Also, future IP Multicast control protocols may wish to consider providing security mechanism to prevent unauthorized monitoring or manipulation of messages related to group membership, routing, and activity. 3.2. Data-Plane Attacks This section discusses some types of active attacks that might be conducted "in-band" with respect to the reliable multicast transport protocol operating within the data plane of network data transfer. The passive attack of unauthorized data-plan monitoring is discussed above since such activity might be made possible by the vulnerabilities of the IP Multicast control plane. To cover the two classes of RMT protocols, the active data-plane attacks are categorized as 1) those where the attacker generates messages posing as a data sender, and 2) those where the attacker generates messages posing as a receiver providing feedback to the sender(s) or group. Additionally, a common threat to protocol operation is that of brute- force, rogue packet generation. This is discussed briefly below, but the more subtle attacks that might be conducted are given more attention as those fall within the scope of the RMT transport protocol design. Additionally, special consideration is given to that of the "replay attack" [see Section 3.2.4], as it can be applied across these different categories. 3.2.1. Rogue Traffic Generation If an attacker is able to successfully inject packets into the multicast distribution tree, the most obvious denial-of-service attack is for the attacker to generate a large volume of apparently authenticate (when authentication mechanisms are used, a "replay" attack strategy might be used and this is discussed in more in detail Adamson & Roca Expires April 7, 2007 [Page 9] Internet-Draft Security and RMT Protocols October 2006 in ) traffic. The impact of this type of attack can be significant since the potential for routers to relay the traffic to multiple portions of a networks (as compared to a single unicast routing path). However, other than the amplified negative impact to the network, this type of attack is no different than what is possible with rogue unicast packet generation and similar measures used to protect the network from such attacks could be used to contain this type of brute-force attack. Of course, the pragmatic question of whether current implementations of such protection mechanisms support IP Multicast should be considered. 3.2.2. Sender Message Spoofing These types of attacks are applicable to both general types of RMT protocols (e.g., ALC (sender-only transmission) and NORM (sender- receiver exhanges)). Without an authentication mechanism, it is easily possible for a computer to generate sender messages that could disrupt a reliable multicast transfer session. And with FEC-based transport mechanisms, a single packet with an apparently-correct FEC payload identifier [RFC3452] but a corrupted FEC payload could potentially render an entire block of transported data invalid. Thus, a modest injection rate of corrupt traffic could cause severe impairment of data transport. Additionallly, such invalid sender packets could convey out-of-bound indices (payload symbol or block identifiers, etc) that could lead to buffer overflow exploits in receivers or other similar issues in implementations with insufficient checks for invalid data. An indirect use of sender message spoofing would be to generate messages that would cause receivers to take inappropriate congestion- control action. In the case of the layered congestion control mechanisms proposed for ALC use, this could lead to the receivers erroneusly leaving groups associated with higher bandwidth transport layers and suffering unnecessarily low transport rates. Similarly, receivers may be misled to join inappropriate groups directing unwanted traffic to their part of the network. Attacks with similar effect could be conducted against the TFMCC approach proposed for NORM operation with spoofing of sender messages carrying congestion control state to receivers. 3.2.3. Receiver Message Spoofing These atacks are limited to RMT protocols that use feedback from receivers in the group to influence sender and other receiver operation. In the NORM protocol, this includes negative- acknowledgement (NACK) messages fed back to the sender to achieve reliable transfer, congestion control feedback content, and the optional positive acknowledgement features of the specification. It Adamson & Roca Expires April 7, 2007 [Page 10] Internet-Draft Security and RMT Protocols October 2006 is also important to note that for ASM operation, NORM receivers pay attention to the messages of other receivers for the purpose of suppression to avoid feedback implosion as group size grows large. An attacker that can generate false feedback can manipulate the NORM sender to unnecessarily transmit repair information and reduce the goodput of the reliable transfer regardless of the sender's transmit rate. Contrived congestion control feedback could also cause the sender to transmit at an unfairly low rate. As mentioned, spoofed receiver messaging may not be directed only at senders, but also at receivers participating in the session. For example, an attacker may direct phony receiver feedback messages to selected receivers in the group causing those receivers to suppress feedback that might have otherwise been transmitted. This attack could compromise the ability of those receivers to achieve reliable transfer. Also, suppressed congestion control feedback could cause the sender to perhaps transmit at a rate unfair to those attacked receivers if their fair congestion control rate were lower than other receivers in the group. 3.2.4. Replay Attacks The infamous "replay attack" (injection of a previously transmitted packet (or at least its payload) into the reliable transport group or directly to one or more of its participants) is given special attention here because of the special consequences it can have on RMT protocol operation. Without specific protection mechanisms against replay (e.g. duplicate message detection), it is possible for these attacks to be successful even when security mechanisms such as packet authentication and/or encryption are employed. 3.2.4.1. Replay of Sender Messages Generally, replay of recent protocol messages from the sender will not harm transport, and could potentially assist it, unless it is of sufficient volume to result in the same type of impact as the "rogue traffic generation" described above. However, it is possible that replay of sufficiently old messages may cause receivers to think they are "out of sync" with the sender and reset state, compromising the transfer. Also, if sender transport data identifiers are reused (object identifiers, FEC payload identifiers, etc), it is possible that replay of old messages could corrupt data of a current transfer. 3.2.4.2. Replay of Receiver Messages Replay of receiver messages are problematic for the NORM protocol, because replay of NACK messages could cause the sender unnecessarily Adamson & Roca Expires April 7, 2007 [Page 11] Internet-Draft Security and RMT Protocols October 2006 transmit repair information for an FEC coding block. Similarly, the sender transmission rate might be manipulated by replay of congestion control feedback messages from receivers in the group. And the way that NORM senders estimate group round-trip timing (GRTT) could allow a replay attack to manipulate the senders' GRTT estimate to an unnecessarily large value, adding latency to the reliable transport process. 4. General Security Goals The term "security" is extremely vast and encompasses many different meanings. The goal of this section is to clarify what "security" means when considering the reliable multicast transport (RMT) protocols being defined in the IETF RMT working group. The scope can also encompass additional group communication applications, for instance streaming applications. This section only focuses on the desired general goals. The following sections will then discuss the possible elementary services that will be required to fulfill these general goals, as well as the underlying technological building blocks. The possible final goals include, in decreasing order of importance: o network protection: the goal is to protect the network from attacks, no matter whether these attacks are voluntary (i.e. launched by one or several attackers) or non voluntary (i.e. caused by a misbehaving system, where "system" can designate a building block, a protocol, an application, or a user); o protocol protection: the goal is to protect the RMT protocol itself, e.g. to avoid that a misbehaving receiver prevents other receivers to get the content, no matter whether this is done intentionally or not; o and content protection: to goal is to protect the content itself, for instance to guaranty the integrity of the content, or to make sure that only authorized clients can access the content. 4.1. Network Protection Protecting the network is of course of primary importance. An attacker should not be able to damage the whole infrastructure by exploiting some features of the RMT protocol. Unfortunately, recent past has shown that the multicast routing infrastructure is relatively fragile, as well as the applications built on top of it. (TBD) develop... Adamson & Roca Expires April 7, 2007 [Page 12] Internet-Draft Security and RMT Protocols October 2006 4.2. Protocol Protection Protecting the protocols is also importance, since the higher the number of clients, the more serious the consequences of an attack. This is all the more true as scalability is often one of the desired goals of RMT protocols. Ideally, receivers should be sufficiently isolated from one another, so that a single misbehaving receiver does not affect others. Similarly, an external attacker should not be able to break the system. (TBD) develop... 4.3. Content Protection Finally, the content itself should be protected when meaningful. This level of security is often the concern of the content provider (and its responsibility). For instance, in case of confidential (or non-free) content, the typical solution consists in encrypting the content. It can be done within the upper application, i.e. above the RMT protocol, or within the transport system. But other requirements may exist, like verifying the integrity of a received object, or authenticating the sender of the received packets. To that goal, one can rely on the use of building blocks integrated within, or above, or beneath the RMT protocol. One may also consider that offering the packet sender authentication and content integrity services are basic requirements that should fulfill any RMT system that operates within an open network, where any attacker can easily inject spurious traffic in an ongoing NORM or ALC session. In that case this goal is not the responsibility of the content provider but the responsibility of the administrator who deploys the RMT system itself. 5. Elementary Security Services The goals defined in Section 4 will be fulfilled by means of underlying elementary services, provided by one or several technological building blocks. This section only focuses on these elementary services. The services traditionally listed are: o packet source authentication and integrity: the goal is to enable a receiver to verify the source of a packet and that the packet has not been modified in transit; Adamson & Roca Expires April 7, 2007 [Page 13] Internet-Draft Security and RMT Protocols October 2006 o packet group authentication and integrity: the goal is to enable a receiver to verify that a packet originated within the group and has not been modified by nonmembers in transit; o packet non-repudiation: the goal is to enable any third party to verify the source of a packet. In that case the source cannot repudiate having sent the packet; o packet anti-replay: the goal is to enable a receiver to detect that a given packet has already been received; o object integrity: the goal is to enable a receiver to verify the integrity of the whole object; o object confidentiality: the goal is to enable a source to guaranty that only authorized receivers can access the object data; o (TBD) more items? To this list, one must add the services specific to the RMT protocols: o congestion control security: the goal is to prevent an attacker from modifying the congestion control protocol normal behavior. Possible goals for an attacker can be to reduce the transmission (NORM) and/or reception rate (ALC or NORM) up to a point where no/ little traffic will flow, or on the opposite, to increase this rate up to a point where it will congest the network; o group management: the goal is to make sure that only authorized receivers (as defined by a certain group management policy), join the RMT session and possibly inform the source; o backward group secrecy: the goal is to prevent a new group member to access the information in clear sent to the group before he joined the group; o forward group secrecy: the goal is to prevent a former group member to access the information in clear sent to the group after he left the group; o (TBD) more items? These services are usually achieved by means of one or several technological building blocks. The target use case where the RMT system will be deployed will greatly impact the choice of the technological building block(s) used to provide these services, as explained in Section 2.3. Adamson & Roca Expires April 7, 2007 [Page 14] Internet-Draft Security and RMT Protocols October 2006 6. Technological Building Blocks Here is a list of techniques and building blocks that are likely to fulfill one or several of the goals listed above: o IPsec; o TESLA; o use of SSM (Source Specific Multicast) multicast routing; o Digital Signature; o (TBD) add other BBs Each of them is now quickly discussed. In particular we identify what service it can offer, its limitations, and its field of application (adequacy W.R.T. the CDP and the target use case). 6.1. IPsec 6.1.1. Benefits One direct approach using existing standards is to apply IPSec [RFC2401] to achieve the following properties for message transmission: 1. Authentication (IPSec AH or ESP) 2. Confidentiality (IPSec ESP) 6.1.2. Requirements It is expected that the approach to apply IPSec for reliable multicast transport sessions is similar to that described for OSPFv3 security[RFC4552]. The following list proposes the IPSec capabilities needed to support a similar approach to RMT protocol security: 1. Mode - Transport mode IPSec security is required; 2. Selectors - source and destination addresses and ports, protocol. 3. For some uses, preplaced manual key support may be required to support application deployment and operation. For automated key management for group communication the Group Secure Association Key Management Protocol (GSAKMP) described in [RFC4535] may be used to emplace the keys for IPSec operation. Adamson & Roca Expires April 7, 2007 [Page 15] Internet-Draft Security and RMT Protocols October 2006 Note that a periodic rekeying procedure similar to that described in RFC 4552 can also be applied with the additional benefit that the reliable transport aspects of the RMT protocols provide robustness to any message loss that might occur due to ANY timing discrepencies among the participants in the reliable multicast session. 6.1.3. Limitations It should be noted that current IPSec implementations may not provide the capability for anti-replay protection for multicast operation. In the case of the NORM protocol, a sequence number is provided for packet loss measurement to support congestion control operation. This sequence number can also be used within a NORM implementation for detecting duplicate (replayed) messages from sources (senders or receivers) within the transport session group. In this way, protection against replay attack can be achieved in conjunction with the authentication and possibly confidentiality properties provided by an IPSec encapsulation of NORM messages. NORM receivers generate a very low volume of feedback traffic and it is expected that the 16- bit sequence space provided by NORM will be sufficient for replay attack protection. When a NORM session is long-lived, the limits of the sender repair window are expected to provide protection from replayed NACKs as they would typically be outside of the sender's current repair window. It is suggested that IPSec implementations that can provide anti-replay protection for IP Multicast traffic, even when there are multiple senders within a group, be adopted. The GSAKMP document has some discussion in this area. 6.2. TESLA 6.2.1. Benefits TESLA [TESLA_4_ALC_NORM] offers a loss tolerant, lightweight, authentication/integrity service for the packets generated by the session's sender. Depending on the time synchronization method used, TESLA is compatible with massively scalable sessions. TESLA CPU processing remains limited, in particular because it essentially relies on symmetric cryptographic building blocks. 6.2.2. Requirements The security offered by TESLA relies heavily on time. Therefore the session's sender and each receiver need to be time synchronized in a secure way. To that purpose, several methods exist, depending on the use case: direct time synchronization (which requires a bidirectional transport channel); using a secure NTP infrastructure (which also requires a bidirectional transport channel); or a GPS or Galileo device; or a clock with a time-drift that is negligible in front of Adamson & Roca Expires April 7, 2007 [Page 16] Internet-Draft Security and RMT Protocols October 2006 the TESLA time accuracy requirements. So TESLA can be used with both bidirectional and unidirectional transport channels, in the later case on condition an appropriate indirect time synchronization method exists. 6.2.3. Limitations TESLA does not consider the packets that will be generated by receivers, for instance the feedback packets of NORM, which must be protected by other means. Another limitation is that TESLA requires some buffering capabilities at the receivers in order to enable the delayed authentication feature. This is not considered though as a major issue in the general case (e.g. FEC decoding of objects within an ALC session already requires some buffering capabilities, that often exceed that of TESLA), but it might be one in case of embedded environments. 6.3. SSM Multicast Routing 6.3.1. Benefits 6.3.2. Requirements 6.3.3. Limitations 7. Global Security Infrastructure Deploying the elementary technological building blocks often requires that a global security infrastructure exists. This security infrastructure: o can provide a PKI (Public Key Infrastructure): this PKI provides for trusted third party vetting of, and vouching for, user identities. It also allows the binding of public keys to users, usually by means of certificates. o can provide a group key management service: this service usually provides rekeying schemes, either periodic or triggered by some higher level event. It is required in particular when the group is dynamic and forward/backward secrecy are important. This is also required to improve the scalability of the CDP (since key management is done automatically, using a key server topology), or the security provided by the CDP (since the underlying cryptographic keys will be changed frequently). Adamson & Roca Expires April 7, 2007 [Page 17] Internet-Draft Security and RMT Protocols October 2006 o (TBD): add more... TBD: more information on group key management, etc. 7.1. Public Key Infrastructure 7.1.1. Benefits 7.1.2. Requirements 7.1.3. Limitations 7.2. Group Key Management and Re-keying Protocols 7.2.1. Benefits 7.2.2. Requirements 7.2.3. Limitations 8. New Threats Introduced by the Security Scheme Itself Introducing a security scheme, as a side effect, can sometimes introduce new security threats. For instance, signing all packets with asymmetric cryptographic schemes (to provide a source authentication/content integrity/anti-replay service) opens the door to DoS attacks. Indeed, verifying asymmetric-based cryptographic signatures is a CPU intensive task. Therefore an attacker can easily overload a receiver (or a sender in case of NORM) by injecting a significant number of faked packets. XXX: TODO... 9. Consequences for the RMT and MSEC Working Group (TBD) discuss here the possible recommendations for the RMT and MSEC groups... Or remove this section altogether... 9.1. RMT Transport Message Security Encapsulation Header An alternative approach to using IPSec to provide the necessary properties to protect RMT protocol operation from the application attacks described earlier, is to extend the RMT protocol message set to include a message encapsulation option. This encapsulation header could be used to provide authentication, confidientiality, and anti- replay protection as needed. Since this would be independent of the Adamson & Roca Expires April 7, 2007 [Page 18] Internet-Draft Security and RMT Protocols October 2006 IP layer, the header might need to provide a source identifier to be used as a "selector" for recalling security state (including authentication certificate(s), sequence state, etc) for a given message. In the case of the NORM protocol, a NormNodeId field exists that could be used for this purpose. In the case of ALC, the security encapsulation mechanism would need to add this function. The security encapsulation mechanism, although resident "above" the IP layer, could use GSAKMP [RFC4535] or a similar approach for automated key managment. 10. Security Considerations Not applicable since this document does not introduce any new technique. 11. Acknowledgments 12. Normative References [RFC2119] Bradner, S., "Key words for use in RFCs to Indicate Requirement Levels", BCP 14, RFC 2119, March 1997. [RFC2401] Kent, S. and R. Atkinson, "Security Architecture for the Internet Protocol", RFC 2401, November 1998. [RFC3450] Luby, M., Gemmell, J., Vicisano, L., Rizzo, L., and J. Crowcroft, "Asynchronous Layered Coding (ALC) Protocol Instantiation", RFC 3450, December 2002. [RFC3451] Luby, M., Gemmell, J., Vicisano, L., Rizzo, L., Handley, M., and J. Crowcroft, "Layered Coding Transport (LCT) Building Block", RFC 3451, December 2002. [RFC3452] Luby, M., Vicisano, L., Gemmell, J., Rizzo, L., Handley, M., and J. Crowcroft, "Forward Error Correction (FEC) Building Block", RFC 3452, December 2002. [RFC3926] Paila, T., Luby, M., Lehtonen, R., Roca, V., and R. Walsh, "FLUTE - File Delivery over Unidirectional Transport", RFC 3926, October 2004. [RFC3940] Adamson, B., Bormann, C., Handley, M., and J. Macker, "Negative-acknowledgment (NACK)-Oriented Reliable Multicast (NORM) Protocol", RFC 3940, November 2004. Adamson & Roca Expires April 7, 2007 [Page 19] Internet-Draft Security and RMT Protocols October 2006 [RFC4535] Harney, H., Meth, U., Colegrove, A., and G. Gross, "GSAKMP: Group Secure Association Key Management Protocol", RFC 4535, June 2006. [RFC4552] Gupta, M. and N. Melam, "Authentication/Confidentiality for OSPFv3", RFC 4552, June 2006. [RFC4654] Widmer, J. and M. Handley, "TCP-Friendly Multicast Congestion Control (TFMCC): Protocol Specification", RFC 4654, August 2006. [TESLA_4_ALC_NORM] Roca, V., Francillon, A., and S. Faurite, "The Use of TESLA in the ALC and NORM Protocols", draft-ietf-msec-tesla-for-alc-norm-00.txt (work in progress), June 2006. [draft-ietf-rmt-pi-alc-revised-03] Luby, M., Watson, M., and L. Vicisano, "Asynchronous Layered Coding (ALC) Protocol Instantiation", draft-ietf-rmt-pi-alc-revised-03.txt (work in progress), April 2006. Authors' Addresses Brian Adamson Naval Research Laboratory Washington, DC 20375 USA Email: adamson@itd.nrl.navy.mil URI: http://cs.itd.nrl.navy.mil Vincent Roca INRIA 655, av. de l'Europe Zirst; Montbonnot, ST ISMIER cedex 38334 France Email: vincent.roca@inrialpes.fr URI: http://planete.inrialpes.fr/~roca/ Adamson & Roca Expires April 7, 2007 [Page 20] Internet-Draft Security and RMT Protocols October 2006 Full Copyright Statement Copyright (C) The Internet Society (2006). This document is subject to the rights, licenses and restrictions contained in BCP 78, and except as set forth therein, the authors retain all their rights. 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