Saturday, 25 October 2014

Shadow TCP stacks in OpenBSD

This design outline concerns the implementation of a protocol for
dynamic routing by port-knocking in the OpenBSD packet filter
pf(4). This protocol is intended for the purpose of protecting virtual
private networks against denial of service (DoS) attacks from without.

This design is intended solely to enhance _availability_ of services
which would otherwise be open to DoS attacks; it is a dynamic routing
protocol and makes _no_ claims to do anything for the _privacy,
integrity_ or _authenticity_ of the traffic payloads. These issues are
properly addressed by transport protocols such as IPSEC and TLS.

The idea is to provide a means by which the existence of any TCP
service may be rendered undetectable by active port-scans and/or
passive traffic flow analyses of TCP/IP routing information in the
headers of packets passing over physical (as opposed to virtual,
i.e. tunnelled) networks.

Only those with a certain specific "need to know" will be able to
direct traffic to those IP addresses which are the ingress points of
protected VPNs. This need-to-know will be conferred by the device of a
one-time, time-limited pre-shared key transmitted in the 32 bit ISN
field of SYN packets used to initiate one or more TCP/IP connections
between certain combinations of host/port.

This design should make possible the implementation of e.g., proxy
servers which automatically track VPN ingress point routing changes
and manage the creation, distribution and use of pre-shared keys on
behalf of clients and servers behind pf(4) "firewalls", and
furthermore, to do this transparently; i.e. without imposing any
procedural requirements on the users, and without modification of the
client/server operating-system or application programs on either side
of the interface.

This in turn will make possible the implementation of services to
dynamically (and non-deterministically, from the point-of-view of
anyone without a VPN connection) change the physical network addresses
of the VPNs' points of ingress, and to do this rapidly and frequently,
whilst automatically distributing the necessary routing changes to
enable the subsequent key generation and distribution described in the
preceeding paragraph.

The design presented here owes a great to the TCP Stealth design of
Julian Kirsch[1]. The difference is only that instead of making the
one-time use of keys dependent on the varying TCP timestamp, which is
not universally implemented, we make the pre-shared key itself
one-time, and we extend the protocol to arbitrarily long sequences of
knocks which may be from more than source address, directed to more
than destination, and may be either synchronous or asynchronous. We
also implement the protocol as a routing mechanism, so making the
existence of services invisible to probes of active attackers as well
as passive ones who merely observe traffic flows (c.f.[1] Sec 3.2,
p10). Another reason for not using the TCP timestamp as a key
modulator is that an attacker who can block the SYN/ACK responses of a
server knock can identify TCP Stealth knocks by the fact that the
retransmissitted SYN packets have the same TCP timestamp.

One good feature of Kirch's design we have not implemented is the
prevention of session hijacking by a man-in-the-middle. This is
achieved by the device of varying the isn-key according to the first
bytes of the payload of the first packet received after the connection
is established. The benefit of this is significant because an attacker
who can intercept TCP handshakes can effect a DoS attack on the client
by hijacking successful knocks, but with TCP Stealth payload
protection the server can safely reject or divert the hijacking
attempts and still allow the genuine client to connect, possibly
through the pfsync peer.

We do not implement this because it requires further changes to the
pf(4) modulate state code path, which would significantly complicate
testing. We have however made the key_type a parameter so this feature
should be added as a second phase development once the basic
functionalty has been well-tested.

The following is an attempt to specify precisely what changes to the
existing pf(4) and related programs are required to implement the
desired functionality. Constructive comments would be much
appreciated.

Objections that this is so-called "security by obscurity" are simply
not valid because the isn-keys have time-limited validity, are
one-time use only, may be made arbitrarily complex and may be chosen
non-deterministically from the point of view of anyone who does not
have access to the protected VPNs, which already implies the required
need-to-know. We are in effect encrypting the destination addresses of
IP traffic with a one-time pad. Using a synchronous four key knock
sequence, for example, even knowing the exact length of the knock
sequence and all of the m possible source addresses and n possible
destination addresses, any would-be attacker will have a chance of far
less than one in 2^128 of correctly guessing the key.

[1] Julian Kirsh, "Improved Kernel-based Port-knocking in Linux",
    Munich, 15 August 2014.

          =========================================

The implementation will be maintained as a patch to the standard
OpenBSD source tree, affecting the pf(4), pfsync(4), tcpdump(8) and
pfctl(8) programs.

We require the implementation to satisfy the following conditions:

   1. The code changes should be _trivially_ proven to not affect
      potential security in _any_ way, if the features provided are
      not in fact explicitly enabled in the pf(4) configuration.

   2. When the features it provides _are_ used, it should be stated
      exactly (and verifiably, so with explicitly stated reasons) what
      negative security effects they potentially have on the operation
      of pf(4).

   3. Changes to existing code should be the minimum required to
      implement the required functionality, and they should be such
      that (a) their operational effects can be easily verified to be
      conditional on the explicit enabling of the feature, and (b)
      they are absolutely necessary for the implementation of that
      feature.

   4. A strategy for exhaustively testing _all_ significant conditions
      on _all_ the modified code-paths must be laid out in advance of
      implementation, and an exhaustive list of test cases developed
      as the modifications are added.

The following design satisfies condition (1) because the default
maximum no of isn-keys in the isn_key tree is 0, hence it must be
explicitly set to a value > 0 by an ioctl(2) call, or the appearence
of "set limit isn-keys n" in the ruleset. But the first line of the
rule match testing (see step 9. below) requires the ISN appear in the
isn-keys tree, otherwise the packet is passed by that rule. Hence
unless explicitly enabled, this feature has no effect whatsoever on
any packet routing: all packets are passed as if the rule did not
exist.

Likewise any ioctl(2) operations will fail (see step 6. below) if the
isn-keys table size is found to be zero. Also, since no
isn-key-related pfsync(4) operations will occur if isn-keys is zero
(see step 12. below) and since all new pfctl(8) operations are via
ioctl(2) calls, (see steps 2. & 3. below) there will be no change to
the operation of either pfctl(8) or tcpdump(8), which will not receive
isn-key-related packets from the pfsync i/f. In addition, since the
default maxisnkeytmo timeout is 30s, no keys will affect routing
decisions, or use pf(4) resources for more than 30 seconds, unless
explicitly enabled.

The following design satisfies condition (2) because the first line of
the rule match testing (see step 9. below) requires the keys must all
have dst/src address in the anchor-local isn_key_{dst,src}
table. Therefore the only effect the isn-key rule option can have is
on packets where addresses of both endpoints have been explicitly
added to the respective tables.

Furthermore, since every isn-key is removed from the isn_keys table on
first use, and since connections are deferred until the pfsync(4) peer
ACKs these removals, in normal operation (i.e. with an congestion-free
pfsync(4) physical i/f between the peers), no isn-key will effect the
establishment of more than one TCP connection.

To show that condition (3) is also satisfied, the satisfaction of each
of the requirements 3a and 3b will be noted for each change in turn in
the steps below.

Condition (4) will be satisfied by a testing framework based on qemu
emulations of one or more systems (the test machines) "instrumented"
by debug log messages redirected by syslogd(8) to a pipe program which
writes them to a serial device /dev/cuaXX, from whence they will be
read by the test framework running on the test host monitoring the
associated qdev pipe. The test frame workwill match a certain "test"
prefix with an event code to a particular test event. The test
framework will be able to respond to events by executing programs as
root as necessary to set up configurations, configure interfaces etc,
by writing commands to, and reading output from, a pipe which will
correspond to the stdin/stdout of a root shell on the test
machines. The test framework will also be able to communicate with
arbitrary other programs on the test machines to make certain ioctl(2)
calls, etc, based on input from serial devices via qemu ipies on the
test host. The test framework will also have access to tunnels via
which it can send and receive raw packets on the test network. The
test framework will be scripted by a command language allowing the
specification of stte machines which respond to events and timeouts by
actions and state-change changes. Actions will include the ability to
schedule timeouts, send packets, log test results etc.

The details of the test framework have yet to be specified. For now we
will simply note the facilities that will be required to test the
changes below.

1. Add a new pool and RB trees, in sys/net/pf.c, for isn keys, if and
   only if PF_LIMIT_IKS > 0. Fields are:

      keyid, proto,
      src_add, src_port, dst_add, dst_port, anchor,
      keyseq, async, seqno,
      isn_key, key_type, timeout, uid, gid

      Where src_add and/or dst_add may be specified as addresses are
      specified in pf rules, i.e. as table names, route labels, etc.

      If keyseq == keyid then
          If seqno == 1 then this is a simple key.
          Otherwise it's the last in a sequence of seqno knocks

      A synchronous knock sequence is made in reverse order of seqno,
          Otherwise it's asynchronous and the knocks can be
             made in any order, except the last must have
             keyseq == keyid

      Add pf_isn_key_insert
      Add pf_find_isn_key_byid etc.

      Add pf_status.isn_keys          - pfvar.h line 1415
      Add pf_status.maxisnkeytmo       - pfvar.h around line 1406
      Add pf_status.isnkeyid

      Also add ioctls for setting/getting maxisnkeytmo, see step 6
      below.

   Implementation conditions:
  
   (3a) the allocation of the new pool and RB trees are conditional on
        the explicit enabling of the service by setting the
        PF_LIMIT_IKS to a non-zero value.

   (3b) It is absolutely necessary to store the pre-shared keys in the
        pf(4) address space if it is to check for their existence in
        filtered packets.

    (4) Test framework events corresponding to LOG messages at level
        DEBUG with an event identifier. TEST:EVENT:test1.X referring
        to this step.

2. Add pfctl.c functions:

      Add pfctl.maxisnkeytmo - pfctl_parser.h line 92
      Add syntax for maxisnkeytmo at parse.y, around line 678
      Add pfctl_{set,load}_maxisnkeytmo to pfctl.c line 1890

      void pfctl_set_maxisnkeytmo(struct pfctl *pf, u_int32_t seconds)
      int pfctl_load_maxisnkeytmo(struct pfctl *pf, u_int32_t seconds)

   Implementation conditions:

   (3a) pfctl implements the change via iocrl(2) calls, so by the
        condition on step 6. below, the timeout can only be extended
        if the limit[PF_LIMIT_IKS] > 0

   (3b) The ability to extend the maximum key timeout is a necessary
        contingency for the case where exposed transport networks are
        congested, possibly because of an ongoing DoS attack flooding
        one or more links.

    (4) Test framework for running pfctl with arbitrary commands to
        load rulesets and test for errors.

3. Add a new limit (pfctl_set_limit) counter:

#define PFIKS_HIWAT        0    /* default isn-key tree max size */
    { "isn-keys",        PF_LIMIT_IKS }, /* sbin/pfctl/pfctl.c line 143 */

   Implementation conditions:
  
   (3a) This requirement dropped due to circularity.

   (3b) It is self-evident that this feature is absolutely necessary.

    (4) Test framework for running arbitrary isn-key related ioctl(2) commands to
        load rulesets and report results and errors.

4. Add isn-key keyword for matching rules

   sbin/pfctl/parse.y line 2395
       "  "   "            1834

   Add post-parse checks for:
        no multiple use,
        only with IPPROTO_TCP,
        only with keep-state outgoing rules if SYN_PROXY is used

   Add filter_opts.isn_key flag        - sbin/pfctl/parse.y line 250
   Add pf_rules.isn_key flag           - pfvar.h, line 625

     u_int8_t         isn_key;

   Implementation conditions:
  
   (3a) Although rules may be introduced without having explicitly
        enabled the feature by setting limit[PF_LIMIT_IKS] > 0, the
        setting of the flag has no effect on routing if the feature is
        not enabled, as per the first match-test condition of step
        9. below.

   (3b) It is self-evident that this feature is absolutely necessary.

    (4) Test framework for running pfctl with arbitrary commands to
        load rulesets and test for errors.

5. Add purge_thread function for clearing isn key tree:

    pf_unlink_isn_key pf.c line 1273
    pf_free_isn_key
    pf_purge_expired_isn_keys

   The above functions should either panic, or return immediately if
   limit[PF_LIMIT_IKS] == 0.

   Implementation conditions:
  
   (3a) If there are no keys in the isn-keys table, then these
        functions will return immediately.

   (3b) This feature is absolutely necessary because isn-keys are
        time-limited, and must be removed from the tree when timed
        out to free the limited tree space.

    (4) Test framework for running pfctl with arbitrary commands to
        load rulesets and test for errors.

        Test framework events corresponding to LOG messages at level
        DEBUG with an event identifier. TEST:EVENT:test5.X referring
        to this step.

6. Add ioctl(2) calls to get/set/clear entries, in groups

   In sys/net/pf_ioctl.c:

#define DIOCCLRIKS    _IOWR('D', 97, struct pfioc_ik_kill)
#define DIOCGETIK    _IOWR('D', 98, struct pfioc_ik)
#define DIOCGETIKS    _IOWR('D', 99, struct pfioc_iks)
#define DIOCADDIKS    _IOWR('D', 100, struct pfioc_iks)
#define DIOCSETMAXISNKEYTMO    _IOWR('D', 101, u_int32_t)
#define DIOCGETMAXISNKEYTMO    _IOWR('D', 102, u_int32_t)

   Or can we use 51--56?

   Always fail any of the above ioctl(2) calls whenever
   limit[PF_LIMIT_IKS] == 0

   In DIOCADDIKS: the timeouts must be >0 and <= maxisnkeytmo
                  a simple key shall have seqno == 1 and async == 0
                  if seqno > 1 then there must be at least seqno - 1
                      following keys in the input structure and if
                      the seqno of each of this set are in strictly
                      descending order from seqno ... 1, then those n
                      keys will form a single compound knock.
                  in either case, the keyseq values must all be 0,
                      and will be filled in and set equal to the keyid
                      of the first key in the sequence.
                  async should be 0 or 1 and must be the same for all
                      keys in a sequence.

        If any of the above checks fail, EINVAL is returned without
        altering the key tree in any way: i.e. all keys must be
        correct, or none will be added.
                  the keyseq values must all be 0, and will be filled
                      in and set equal to the keyid of the first key.

   Add EACCESS permission checks for new ioctls

   Add ioctls for maxisnkeytmo

       Add pf_trans_set.maxisnkeytmo around pf_ioctl.c line 130

    u_int32_t    maxisnkeytmo;

 #define    PF_TSET_MAXISNKEYTMO        0x10

       Add PF_TSET_* case for pf_trans_set_commit() around line 2733

   If real uid is non-zero, then only get/add/clr isn-keys with that
      particular real uid/gid.  Get ruid, rgid from
      p_cred->p_r{uid,gid} thus:

       uid_t ruid = p->p_cred->p_ruid;
       gid_t rgid = p->p_cred->p_rgid;

       isn_key->uid = ruid == 0 ? pfik->pfsync_ik->uid : ruid;
       isn_key->gid = ruid == 0 ? pfik->pfsync_ik->gid : rgid;

   sbin/pfctl/pfctl.c option changes:
  
   Add -F option modifier 'Keys' to flush isn-keys table

   Add -s option modifier 'Keys' to show isn keys, line 2376:
   Add isn-keys show on 'show all' option.

   Implementation conditions:

   (3a) The ioctl(2) calls fail if limit[PF_LIMIT_IKS] == 0, and the
        extra pfctl(8) options are implemented by these ioctl(2)
        calls.

   (3b) The ADDIKS ioctl is self-evidently necessary and the CLRIKS
        ioctl is necessary to disable the feature. The GETIKS/GETIK
        are necessary to find out what keys are currently enabled. The
        GET/SETMAXISNKEYTMO ioctls are necessary to allow this to be
        changed at run-time without flushing and reloading the entire
        pf(4) ruleset.

        We do not use the existing mechanism for setting default
        timeouts because this is not a default timeout, it is the
        _maximum_ timeout.

        The -s and -F modifiers are necessary to allow the key table to
        be examined and/or flushed quickly and easily.

    (4) Test framework for running pfctl with arbitrary commands under
        arbitrary real uids/gids (via sudo) to load rulesets and test
        for errors.

        Test framework events corresponding to LOG messages at level
        DEBUG with an event identifier. TEST:EVENT:test6.X referring
        to this step.

7. Add reason codes for dropping packets

   #define PFRES_PRE_ISN_KEY    16        /* isn-key */
   #define PFRES_BAD_ISN_KEY    17        /* bad isn-key */

   Implementation conditions (3a) and (3b) and (4) are satisfied where
   these codes are used in steps 9. and 10. below.

8. Add field pf_desc.isn_key to keep the ISN of the incoming SYN packet.

   Implementation conditions:

   (3a) Has no effect in itself, regardless of whether or not the
        feature is enabled.

   (3b) required for step 10. below.

9. Add isn-key rule matching/key dropping code around pf_test_rule pf.c line 3245

   This only works for outgoing TCP connections if they are matched by
     isn-key rules which specify SYN_PROXY keep_state, which must then
     use exactly this isn-key for the ISN on the server-side of the
     connection.

   To test packets, look up all isn-keys matching anchor/proto and
     where {dst,src}_add are each in the anchor-local
     isn_key_{dst,src} table (resp.) Then test each one for detals:
     address/uid/gid/etc as follows:

 (*) If nothing then
       pass
     Otherwise
       Match incoming connects on dst_add/port and isn_key
       Match outgoing connects on dst_add/port and
         src_add/port(0 is wildcard) and test that if non-zero,
         the uid/gid of the isn-key entry match those of the
         src_add/port sockets.
 
       The result of this will be a single key, or nothing
       If nothing then
         pass
       Otherwise
         If the matching isn-key has keyid == keyseq then
           If either seqno == 1 or this is the only key with this keyseq then
              set pf_desc.isn_key to the matching isn_key
              match
           Otherwise
              DEL the entire sequence keyseq == this_keyseq && keyid != this_keyid
              log BAD_NOCK
              pass PFRES_BAD_ISN_KEY
    
         Otherwise
           If async == 1 then
              pass PFRES_PRE_ISN_KEY
           Otherwise
              If this_keyid is first in a list of isn-keys with
                        keyseq == this_keyid sorted by descending order of seqno then
                 pass PFRES_PRE_ISN_KEY
              Otherwise
                 DEL the entire sequence keyseq == this_keyseq && keyid != this_keyid
                 log BAD_NOCK
                 pass PFRES_BAD_ISN_KEY

         DEL the key with keyid == this_keyid

    On receipt of a valid SYN/ACK with a final matching ISN key, wait
      for pfsync to DEL_ACK this before making the connection.

    Other protocols (currently there are none): hold the first packet
      until the pfsync DEL_ACK arrives.

      This prevents a race with another firewall. For this to work,
      the interface must have been set up for pfsync(4) deferral using
      ifconfig(4), and the pfsync physical i/f must be congestion-free
      so that deferrals are not timed out (at present, this means they
      must be ACKed by pfsync within 20 ms. which is hard-coded.)

   Implementation conditions:

   (3a) The first step (*) of the match test requires the isn-key
        table to be non-empty, so that if the feature is not enabled
        by setting limit[PF_LIMIT_IKS] > 0 then the candidate key list
        will be empty and no packet routing changes will be made.

   (3b) It self-evident that this is absolutely necessary to implement
        the required functionality.

    (4) Test framework for running pfctl with arbitrary commands under
        arbitrary real uids/gids (via sudo) to load rulesets and test
        for errors.

        Test framework actions to send TCP packets

        Test framework events corresponding to LOG messages at level
        DEBUG with an event identifier. TEST:EVENT:test9.X referring
        to this step.

        Test framework events corresponding to receipt of TCP packets
        with certain matching SEQ and ACK fields, flags, src and
        destination addresses:ports. These could be implemented using
        a bpf(4) filter attached to the test machine tunnel i/f on the
        test host.

10. Modify SYN_PROXY and MODULATE_STATE to preserve ISN for outgoing
    isn-keyed connections pf.c lines 3547 and 3652 (We want the SYN flood
    protection, but we need to be able to choose the ISN)

    Always make changes to the existing routing code conditional on
    both pf_desc.r->isn_key and pf_desc.isn_key being non-zero, so
    that it is easy to show there are no changes to the routing of any
    packet which is _not_ matched by some isn-key rule and some
    particular key in the isn-key tree.

   Implementation conditions:

   (3a) The pf_desc.isn_key is only non-zero when a match with some
        entry in the isn-key tree has occurred, and this can only
        happen when the feature has been explicitly enabled.

   (3b) These changes are absolutely necessary to implement the
        feature because the SYN_PROXY code would otherwise change the
        ISN of outgoing TCP SYN packets thus preventing the feature
        from working for outgoing connections.

    (4) As for step 9 above.

        Test framework events corresponding to LOG messages at level
        DEBUG with an event identifier. TEST:EVENT:test9.X referring
        to this step.

11. Add pfsync structures and packets for isn keys

#define PFSYNC_ACT_INS_IK    16    /* insert isn key */
#define PFSYNC_ACT_DEL_IK    17    /* delete isn key */
#define PFSYNC_ACT_DEL_IK_ACK    18    /* delete isn key ACK */
#define PFSYNC_ACT_CLR_IK    19    /* clear all isn keys */

Add to if_pfsync.h line 285:

#define PFSYNC_S_IKDACK    0x06

// One hopes there is some administrative mechanism to reserve numbers
// in this space so that patches can be applied to consecutive OpenBSD
// releases without prejudicing the compatibility of patched pfsync(4)
// implementations in consecutive releases.

struct pfsync_isn_key {
    u_int64_t     keyid;
    u_int64_t     keyseq;
    u_int32_t     anchor;
    u_int8_t     seqno;
    u_int32_t     isn_key;
    u_int32_t     timeout;
    u_int32_t     keytype;
    u_int8_t     async;
    struct pf_rule_addr     src;
    struct pf_rule_addr     dst;
    uid_t           uid;
    gid_t         gid;
    u_int8_t     proto;
    u_int32_t     creation;
    u_int32_t     expire;
    u_int32_t     creatorid;
    u_int8_t     sync_flags;
};

struct pfsync_clr_ik {
       char                anchor[MAXPATHLEN];
       u_int32_t            creatorid;
} __packed;

struct pfsync_del_ik {
    u_int64_t            keyid;
    u_int64_t            keyseq;
    u_int32_t            creatorid;
} __packed;

struct pfsync_del_ik_ack {
    u_int64_t            id;
    u_int32_t            creatorid;
} __packed;

   Implementation conditions:

   (3a) These changes only have operational effects when code in steps
        12. and 13. below uses them.

   (3b) Ditto.

    (4) Ditto

12. Add pfsync(4) glue fns in if_pfsync.c:

   (*) The following should immediately test limit[PF_LIMIT_IKS] > 0
       and log and return an error otherwise, eg:

       log(LOG_ERR, "if_pfsync: pfsync_isn_key_xx: isn-key tree is empty.");
       return (EINVAL);

   pfsync_isn_key_import
   pfsync_isn_key_export
   pfsync_in_isn_key_clr
   pfsync_in_isn_key_del
   pfsync_in_isn_key_del_ack(caddr_t buf, int len, int count, int flags)
   pfsync_in_isn_key_ins
   pf_unlink_isn_key
   pf_isn_key_copyin

   Implementation conditions:

   (3a) Satisified by the condition (*)

   (3b) This is absolutely necessary if the feature is to operate in
        fail-over configurations where routing is effected by more than
        one pfsync peer. Without this facility dynamic routing
        protocols such OSPF could not be used to route around VPN
        points of ingress which were under DoS attacks, for example.

    (4) Test framework events corresponding to LOG messages at level
        DEBUG with an event identifier. TEST:EVENT:test12.X referring
        to this step.

        Test framework events corresponding to receipt of TCP packets
        from pfsync(4) interfaces. These could be implemented using
        a bpf(4) filter attached to the test machine tunnel i/f on the
        test host.

13. Add sbin/tcpdump/print-pfsync.c functions:

    pfsync_print_isn_key_ins
    pfsync_print_isn_key_del
    pfsync_print_isn_key_del_ack
    pfsync_print_isn_key_clr

    Add sbin/tcpdump/pf_print_isn_key.c

    print_isn_key(struct pf_sync_isn_key *isn_key, int flags)

   Implementation conditions:

   (3a) These functions will only be called when pfsync packets with
        isn-key specific subheaders are received, which is conditional on
        the explicit enabling of the feature as ensured by the
        relevant conditions on step 12. above.

   (3b) These changes are absolutely necessary if the operation of the
        pfsync features is to be observable by tcpdump(8).

    (4) Test framework events corresponding to LOG messages at level
        DEBUG with an event identifier. TEST:EVENT:test13.X referring
        to this step.

        Instrumenting tcpdump(8) with appropriate TEST:EVENT logging.

        Test framework events corresponding to receipt of messages
        from tcpdump(8)

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