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--NextPart

A New Internet-Draft is available from the on-line Internet-Drafts directories.
This draft is a work item of the Routing Protocol Security Requirements Working Group of the IETF.

	Title		: Generic Threats to Routing Protocols
	Author(s)	: D. Beard, S. Murphy, Y. Yang
	Filename	: draft-ietf-rpsec-routing-threats-00.txt
	Pages		: 34
	Date		: 2003-4-2
	
Routing protocols are subject to attacks that can harm individual
users or the network operations as a whole.  The lack of a common set
of security requirements has led to the use in existing routing
protocol of a variety of different security solutions, which provide
various levels of security coverage.
The RPSEC working group intends to deliver in a separate document a
set of security requirements for consideration of routing protocol
designers.  The first step in developing the security requirements is
to analyze the threats that face routing protocols.  This document
describes the threats, including threat sources and capabilities,
threat actions, and threat consequences as well as a breakdown of
routing functions that might be separately attacked.

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From mailnull@www1.ietf.org  Thu Apr  3 09:34:37 2003
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To clarify, this document is the same as
draft-beard-rpsec-routing-threats-01.txt
but has been re-submitted with the requisite name change as a WG item.

A revised draft ought to be published in the not too distant future.

We've also updated the WG milestones to reflect our having accomplished
this first one as well as our realistic expectations for the schedule
of upcoming work.

Tony

On Thu, 3 Apr 2003 Internet-Drafts@ietf.org wrote:

> A New Internet-Draft is available from the on-line Internet-Drafts
> directories.  This draft is a work item of the Routing Protocol
> Security Requirements Working Group of the IETF.
>
> 	Title		: Generic Threats to Routing Protocols
> 	Author(s)	: D. Beard, S. Murphy, Y. Yang
> 	Filename	: draft-ietf-rpsec-routing-threats-00.txt
> 	Pages		: 34
> 	Date		: 2003-4-2

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From mailnull@www1.ietf.org  Thu Apr  3 14:46:38 2003
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Subject: [RPSEC] an anti-flooding mechanism for consideration
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Folks,

At the last RPSEC meeting, a major topic of interest was how to 
quickly determine if purported management (vs. subscriber) traffic 
directed to a router was from an authorized source. The traffic of 
interest includes BGP traffic sent between peers, SNMP traffic 
between a management station and a router, etc. The goal of the 
discussion was to find a simple mechanism that allows a router to 
make a quick determination, probably on a line card, if a packet 
represents legitimate management traffic, so as to be able to reject 
bogus traffic that might overwhelm the router's management processor.

Ideally, candidate mechanisms should be resistant to 
man-in-the-middle attacks, however there also was interest in 
mechanisms that would not provide protection in this worst cast 
context.

One approach to addressing this problem occurred to me after the 
meeting. It is based on the use of hash chains, the technique that 
underlies one-time password schemes like S/Key. For this environment 
the technique could be used as described below. I'll describe the 
management station to router case; the inter-router case, which is 
easier in most respects, is left as an exercise ...

- Each authorized source of management traffic,  identified by source 
address, generates a hash chain. The chain is generated by selecting 
a random number as a seed, then applying a one-way hash function to 
the seed, and then to the result of that application, iteratively. 
The number of iterations represents the length of the chain, which 
translates into the number of messages that can be sent before the 
chain must be re-established.

- Using an authentic, integrity-secure channel to the router, (e.g., 
an SSL connection, a protected SNMP transaction, or a local 
configuration port), the final value of the hash chain and its length 
is communicated to the router that is the target of the management 
traffic.(For the peer router case, one might accept a simpler, less 
secure initialization mechanism, under some circumstances.) This 
procedure initializes the hash chain "channel." The router also needs 
to be configured with a window that represents how much out of order 
management packets can arrive and still be accepted. More on this 
below.

- Once the channel has been established, the management station can 
send traffic to the router by tagging it with the current hash chain 
value and its ordinal position in the chain. If the chain is of 
length N, the first transmitted value is N-1, then N-2, etc. A 
management station must use a separate seed for each chain and 
maintain a separate counter for each device it manages. The station 
could recompute each hash chain as it progresses, but pre-computation 
and storage of selected, intermediate chain values would make 
generation of each tag faster and of constant duration.

- A management packet would carry the tag (consisting of the chain 
value and counter value that it represents), which could be checked 
by the target router very quickly. The router would maintain a small 
array of recently received tags, on a per-sender basis, for each 
authorized sender. The array is needed to allow for out of order 
arrival, while still rejecting duplicates. The size of the array is a 
local configuration parameter. The computation is quite fast, since 
only one or a few (a function of the window size) iterations of the 
hash function need to be performed, and since the hash function is 
applied only to the hash value in the tag, not to the whole packet.

- The tag is not bound to the packet, so it is not a substitute for a 
secure end-to-end integrity mechanism. However, the problem we are 
trying to solve is that of quickly rejecting bogus management 
packets. An MITM attacker can substitute a bogus packet for a 
legitimate one, but he can do so only at the rate at which legitimate 
packets are sent by an authorized sender. Thus, for purposes of fast 
rejection, the lack of binding to the packet does not seem to be a 
problem.

- If the checking is performed on line cards, then it may not be 
feasible to maintain synch among multiple cards re the receive 
windows, or the synch may be imperfect. (This assumes that the same 
authorized management traffic peer might legitimately send traffic 
that would arrive via any external interface. For the simpler case of 
a peer router sending IS-IS, OSPF, or BGP traffic, this is not an 
issue.)

- A residual vulnerability arises in that one might accept as valid a 
packet that was already accepted via another interface, serviced via 
a different line card. This is not ideal, but if we eventually synch 
across cards, the window of vulnerability can be limited, and in any 
case the replay vulnerability is proportional to the number of 
non-synched interfaces on a router and the size of the window allowed 
for each authorized management peer, and the number of such peers.

- One open question is where to put the tag. To maximize generality, 
one might use an IP option (or extension header in v6), since that 
would allow its use with any higher layer protocol. Is this viable 
from the perspective of network operators and router vendors, or do 
we need to find somewhere else to carry the tag?

Comments?


Steve
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> At the last RPSEC meeting, a major topic of interest was how to 
> quickly determine if purported management (vs. subscriber) traffic 
> directed to a router was from an authorized source. The traffic of 
> interest includes BGP traffic sent between peers, SNMP traffic 
> between a management station and a router, etc. The goal of the 
> discussion was to find a simple mechanism that allows a router to 
> make a quick determination, probably on a line card, if a packet 
> represents legitimate management traffic, so as to be able to reject 
> bogus traffic that might overwhelm the router's management processor.
> 
> Ideally, candidate mechanisms should be resistant to 
> man-in-the-middle attacks, however there also was interest in 
> mechanisms that would not provide protection in this worst cast 
> context.
> 
> One approach to addressing this problem occurred to me after the 
> meeting. 

one more important issue seems to be verifying whether the sucessive
information comes from the same authorized source. bradner-pbk-frame
seems to propose a solution to the problem.
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Date: Fri, 4 Apr 2003 08:37:11 -0500
To: "Ayyasamy, Senthilkumar  (UMKC-Student)" <saq66@umkc.edu>
From: Stephen Kent <kent@bbn.com>
Subject: RE: [RPSEC] an anti-flooding mechanism for consideration
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At 7:18 PM -0600 4/3/03, Ayyasamy, Senthilkumar  (UMKC-Student) wrote:
>  > At the last RPSEC meeting, a major topic of interest was how to
>>  quickly determine if purported management (vs. subscriber) traffic
>>  directed to a router was from an authorized source. The traffic of
>>  interest includes BGP traffic sent between peers, SNMP traffic
>>  between a management station and a router, etc. The goal of the
>>  discussion was to find a simple mechanism that allows a router to
>>  make a quick determination, probably on a line card, if a packet
>>  represents legitimate management traffic, so as to be able to reject
>>  bogus traffic that might overwhelm the router's management processor.
>>
>>  Ideally, candidate mechanisms should be resistant to
>>  man-in-the-middle attacks, however there also was interest in
>>  mechanisms that would not provide protection in this worst cast
>>  context.
>>
>>  One approach to addressing this problem occurred to me after the
>>  meeting.
>
>one more important issue seems to be verifying whether the sucessive
>information comes from the same authorized source. bradner-pbk-frame
>seems to propose a solution to the problem.

The mechanism I describe has the property you note, since the hash 
chains are per source/dest pair.

Steve
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From: Gregory Lebovitz <Gregory@netscreen.com>
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It appears Alex' slides from IETF56 made it to the "proceedings" page, but
not the Threat Model slides that Sandy presented.

Can we get Sandy's slides posted?


!! NETSCREEN HAS MOVED !! 
New Contact Info:
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+*******************++********************+
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Date: Thu, 10 Apr 2003 16:37:49 -0400
To: "Ayyasamy, Senthilkumar  (UMKC-Student)" <saq66@umkc.edu>
From: Stephen Kent <kent@bbn.com>
Subject: RE: [RPSEC] an anti-flooding mechanism for consideration
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At 5:20 PM -0600 4/4/03, Ayyasamy, Senthilkumar  (UMKC-Student) wrote:
>  > The mechanism I describe has the property you note, since the hash
>>  chains are per source/dest pair.
>
>Yes. I noticed them, only after senting the reply.... But, bradner's
>draft also seems to provide one way of doing.

I had forgotten about Scott's PBK I-D, but your message caused me to reread it.

It has almost nothing in common with what I discussed in my message.

PBKs are public key pairs dynamically created and bound to entities 
in dynamic challenge-response exchanges.  I saw no mechanism in the 
PBK draft that would qualify as fast-to-compute authentication 
mechanism, which was the purpose of the mechanism I described.

So, could you explain how you think the PBK notion relates to the 
problem discussed at the last RPSEC meeting, and to the features of 
the solution I offered in my message? The linkage is not at all clear 
to me.

Steve
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Undeterred by the overwhelming response to my last posting on this 
topic, I've thought some more about it and have a simpler technique 
to propose.

Recall that the problem being addressed (which was the topic of two 
presentations at the last RPSEC WG meeting) is how to quickly 
determine if purported management (vs. subscriber) traffic directed 
to a router is from an authorized source. The traffic of interest 
includes BGP traffic sent between peers, SNMP traffic between a 
management station and a router, etc. The goal is to find a simple 
mechanism that allows a router to make a quick determination, 
probably on an interface card, if a packet represents legitimate 
management traffic, so as to be able to reject bogus traffic that 
might overwhelm the router's management processor. Ideally, candidate 
mechanisms should be resistant to man-in-the-middle attacks, however 
there also was interest in mechanisms that would not provide 
protection in this worst cast context.

My new suggestion in this area requires a shared secret (key) between 
the router and the entity sending the management traffic, either 
another router or a management workstation. The key is one of two 
inputs to a one-way function; the other input will be a sequence 
number which will be carried with the packet. The one-way function 
transforms the key and sequence number into an output that should be 
big enough to preclude effective guessing attacks. The one-way 
function is required to prevent a passive wiretapper from being able 
to work backwards from the output and the sequence number (which is 
visible in each packet) to determine the key. The key must be changed 
before the sequence number cycles, to prevent replay attacks.

The mechanism is quite simple. Each authorized sender of management 
traffic is identified by its IP address. Associated with each sender 
is a secret (key) that must be shared with the managed device, e.g., 
a router. The sender of the management traffic maintains a packet 
counter which is initialized to 0 and is incremented for each 
transmitted packet. Before transmitting the packet, the sender 
creates the authentication tag by applying a one-way function to the 
key and the sequence number. Both the sequence number and the tag are 
carried in the packet.

A managed device such as a router maintains a separate key for each 
entity that is authorized to send management traffic to the device. 
For each authorized sender, the managed device maintains the 
following information:
	- the address of the sender
	- the shared secret
	- a receive window consisting of the sequence number for the 
most recent, valid management packet from the sender, a sequence 
number indicating the edge for "too old" packets, plus a bit map 
marking received , valid packets within the window. This is the same 
mechanism used by IPsec to reject replays while allowing out of order 
arrival.

This data is maintained on each interface card via which management 
packets from the sender may be received. So, for example, if the 
sender is a neighbor router (for BGP traffic) only one interface will 
hold the data for that sender. If the sender is a management station 
from which traffic might be received multiple interfaces, then every 
appropriate interface would maintain this data for that sender. In 
this later case there is a synchronization issue, since the window 
would be updated locally on each interface where such packets are 
received. I think it would suffice to periodically update the window 
data in a loose fashion for these senders, since the vulnerability 
that arises from imperfect sync is not very great, as explained below.

Upon receipt of a packet addressed to the router, the interface 
checks for the presence of the sequence number and authentication 
tag. If absent, the packet is discarded. If present, the sequence 
number is matched against the receive window for the indicated 
sender. If the sequence number labels the packet as too old, or if it 
matches a flag in the window indicating that it is a duplicate, the 
packet is discarded. If the packet sequence number suggests that the 
packet would be acceptable if it is authentic, the tag is checked. 
The check is simple, i.e., the key for the indicate sender is used to 
generate a tag based on the sequence number in the packet. If the 
locally generated tag matches the one in the packet, the packet is 
forwarded to the management processor and the window is updated, 
otherwise the packet is discarded.

This simple mechanism rate limits management traffic that is 
forwarded to the router's management processor. Because of the 
one-way property of the function, an attacker should have a low 
probability of generating a legitimate sequence number-tag  pair, 
proportional to the size of the tag and assuming a suitably large and 
random key. Since the authentication tag is not bound to the packet, 
a MITM attack could strip a tag from a legitimate packet and attach 
it to a bogus packet, but he cannot do so at a rate greater than an 
authorized sender sends legitimate management packets.

A residual vulnerability arises in that a router might accept as 
valid a packet that was already accepted via another interface, 
serviced via a different line card, prior to a resync. This is not 
ideal, but if we periodically synch across cards, the window of 
vulnerability is limited, and in any case the replay vulnerability is 
proportional to the number of non-synched interfaces on a router and 
the size of the window allowed for each sender who is authorized to 
send to multiple interfaces. In general I expect this would be a 
small number.

There are a few open issues:
	- where to carry the sequence number and tag
	- how big is the sequence number and how big is the tag
	- how big is the key
	- what one-way function to use

Comments?

Steve
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Subject: Re: [RPSEC] rate limiting management traffic, redux 
In-reply-to: Your message of "Thu, 17 Apr 2003 16:40:45 EDT."
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>There are a few open issues:
>	- where to carry the sequence number and tag
>	- how big is the sequence number and how big is the tag
>	- how big is the key
>	- what one-way function to use
>
>Comments?

What do you do about sequence number re-initialization?  If this is
being used to protect routing traffic, and a router restarts, do you
require stable storage to preserve the previous sequence numbers?

 - Mark
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To: Mark Handley <mjh@icir.org>
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
Cc: rpsec@ietf.org
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At 1:57 PM -0700 4/17/03, Mark Handley wrote:
>  >There are a few open issues:
>>	- where to carry the sequence number and tag
>>	- how big is the sequence number and how big is the tag
>>	- how big is the key
>>	- what one-way function to use
>>
>>Comments?
>
>What do you do about sequence number re-initialization?  If this is
>being used to protect routing traffic, and a router restarts, do you
>require stable storage to preserve the previous sequence numbers?
>
>  - Mark

Mark,

Good question.

At a minimum, stable storage is needed for the keys, but they change 
slowly, so maintaining that ought not be too hard. It would be harder 
for the per-sender window data to be saved, so we ought to have a 
plan for re-initialization.

A likely approach is to have the router that crashed initiate a 
connection to each authorized management entity to reinitialize, 
e.g., putting a new key in place and resetting the sequence number to 
zero. In the re-initialization process, the router would engage in a 
handshake with the management entities, using a nonce to ensure 
freshness, and because the router initiated the handshake, it can at 
least be protected against an attacker without access to the packets 
it sends as part of the re-initialization process. We may be able to 
be clever here too. For example, we could take the nonce generated by 
the router and use it as an input to generate the new key from the 
old key, so that the router and the management entity can very 
quickly transition to the new key and resume secure communication. 
I'll have to work out the details, but I think it's feasible with a 
quick UDP exchange.

Steve
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Subject: Re: [RPSEC] rate limiting management traffic, redux
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>Recall that the problem being addressed (which was the topic of two 
>presentations at the last RPSEC WG meeting) is how to quickly 
>determine if purported management (vs. subscriber) traffic directed 
>to a router is from an authorized source.

Now, first, I must admit that I had been meaning to read over the
previous exchanges carefully, so I might have missed a subtle shift
in the discussion, so what I say here might have been overtaken by events.

I thought that the presentations in the IETF meetings were devoted
to this problem with a bit of an addition ".... and no crypto techniques
run fast enough to solve this with authentication.  In fact, using
crypto makes the problem worse."  Given that comments on the list have
been claiming that TCP MD5 is not useful in preventing the DoS attacks
against the BGP port because it just makes the router processor work
harder for each packet, I'm not sure that a crypto-focused proposal
would win over those proposing the TTL=255 approach.

If the benefit is that it is the interface card that is doing the crypto,
not the router processor, would moving the TCP MD5 processing to the
interface card provide the same benefits as your technique?  (OK, so
TCP MD5 doesn't have sequence numbers, and this technique does, but
off-loading wise.)  Or perhaps the advantage of this approach is that the
amount of data processed by the one-way function is very small, resulting
in increased speed?

--Sandy
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Subject: Re: [RPSEC] rate limiting management traffic, redux
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On donderdag, apr 17, 2003, at 22:40 Europe/Amsterdam, Stephen Kent 
wrote:

> My new suggestion in this area requires a shared secret (key) between 
> the router and the entity sending the management traffic, either 
> another router or a management workstation. The key is one of two 
> inputs to a one-way function; the other input will be a sequence 
> number which will be carried with the packet.

This is similar to something I proposed about a month ago:

"Ok, how about this: we use a stream cipher to come up with a 
random-looking
data stream on both ends and use the IPsec anti-replay counter as a
pointer to the part of the data stream that is used as a magic cookie in
the current packet. We can then program the line card with enough data
to be able to check a certain number of packets per session"

> A managed device such as a router maintains a separate key for each 
> entity that is authorized to send management traffic to the device. 
> For each authorized sender, the managed device maintains the following 
> information:
> 	- the address of the sender
> 	- the shared secret

This means the crypto is done on the cards. Doing this beforehand 
elsewhere and then simply upload the results to the linecard is 
probably a better idea. A linecard with crypto hardware could of course 
do this on the fly but if we have such a linecard why not simply do 
IPsec AH?

> 	- a receive window consisting of the sequence number for the most 
> recent, valid management packet from the sender, a sequence number 
> indicating the edge for "too old" packets, plus a bit map marking 
> received , valid packets within the window.

I'm not sure requiring this bitmap is a good idea, as id adds 
complexity (that may need to be burnt into silicon).

> There are a few open issues:
> 	- where to carry the sequence number and tag

If we're doing IPsec, we already have the anti-replay counter that I 
think can easily do double duty here. For the tag we either have to 
create a completely new option or extend IPsec. Alternatively, the tag 
can be used as (part of) the IV for ESP processing.

> 	- how big is the sequence number and how big is the tag

The sequence number wraps all the time so 16 bits should be adequate or 
maybe 32 bits. As a typical window would be something like 64 packets, 
with a 32 bit tag an attacker has a one in 500 million chance of 
guessing a valid tag. A 10 Gbit link can carry several million packets 
per second so the attack would hit paydirt in a matter of minutes with 
32 bits. So I'd say at least 48 bits.

> 	- how big is the key
> 	- what one-way function to use

This is something the crypto experts should answer. I suspect that 
doing a one-way function over some static data and a sequence number 
doesn't provide enough entropy from one packet to the next to be 
secure, even for this purpose. My non-expert guess is that a stream 
cipher with the sequence number as a pointer to the stream would be 
better.

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Subject: Re: [RPSEC] rate limiting management traffic, redux
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At 5:51 PM -0400 4/17/03, sandy@raven.gw.tislabs.com wrote:
>  >Recall that the problem being addressed (which was the topic of two
>>presentations at the last RPSEC WG meeting) is how to quickly
>>determine if purported management (vs. subscriber) traffic directed
>>to a router is from an authorized source.
>
>Now, first, I must admit that I had been meaning to read over the
>previous exchanges carefully, so I might have missed a subtle shift
>in the discussion, so what I say here might have been overtaken by events.
>
>I thought that the presentations in the IETF meetings were devoted
>to this problem with a bit of an addition ".... and no crypto techniques
>run fast enough to solve this with authentication.  In fact, using
>crypto makes the problem worse."  Given that comments on the list have
>been claiming that TCP MD5 is not useful in preventing the DoS attacks
>against the BGP port because it just makes the router processor work
>harder for each packet, I'm not sure that a crypto-focused proposal
>would win over those proposing the TTL=255 approach.
>
>If the benefit is that it is the interface card that is doing the crypto,
>not the router processor, would moving the TCP MD5 processing to the
>interface card provide the same benefits as your technique?  (OK, so
>TCP MD5 doesn't have sequence numbers, and this technique does, but
>off-loading wise.)  Or perhaps the advantage of this approach is that the
>amount of data processed by the one-way function is very small, resulting
>in increased speed?
>
>--Sandy

I think it would be wrong to maintain that "no crypto techniques run 
fast enough" since we have some pretty fast, simple techniques that 
have become available over time. Note that we don't need a MAC or 
hash function for this purpose. A simple stream cipher would probably 
suffice. Moving MD5 to the interface card would address the current 
problem for BGP neighbor traffic, but since it is a TCP-level 
mechanism, it would entail moving a lot more mechanism to the card 
than just the crypto check.

However, the TTL=255 trick is certainly tough to beat :-) in terms of 
performance, and it may be sufficient for a dedicated point-to-point 
link, e.g., as opposed to a link over a VLAN at an internet exchange. 
Maybe the more important context is the remote management workstation 
path to a router, vs. a neighbor router.

Steve
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Subject: Re: [RPSEC] rate limiting management traffic, redux 
In-reply-to: Your message of "Thu, 17 Apr 2003 17:59:56 EDT."
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>If the management entity is a peer router at the other end of a link, 
>one might decide that less stringent resync mechanisms are needed, if 
>one does not assume a MITM attack capability.

I guess I think you need to assume MITM attack capability.  Routers
are quite often peered across LANs, and I wouldn't want to count on an
ethernet switch for routing protection.

 - Mark
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Subject: Re: [RPSEC] rate limiting management traffic, redux
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>I think it would be wrong to maintain that "no crypto techniques run
>fast enough"

I'm not advocating the opinion, just wondering if your approach was
going to convince the folk who needed to be convinced.

>A simple stream cipher would probably
>suffice.

Ah, I saw "one way function" and immediately jumped to the conclusion that
you meant "cryptographic hash".

>Moving MD5 to the interface card would address the current 
>problem for BGP neighbor traffic, but since it is a TCP-level 
>mechanism, it would entail moving a lot more mechanism to the card 
>than just the crypto check.

Welllll, I was thinking that if you could accept the layer violations,
the interface card could do just the MD5 authentication, and let the
other processor do all the TCP processing.  Of course, the whole question
is moot, as you're suggesting a faster crypto.

>However, the TTL=255 trick is certainly tough to beat :-) in terms of 
>performance, and it may be sufficient for a dedicated point-to-point 
>link

I was wondering for a bit about routers that accepted IP-in-IP and
whether that would be a way to disguise traffic so it had a 255/254 TTL,
but the word I hear is that routers in general do not accept IP-in-IP
packets.  MBONE tunnels used to be IP-in-IP, but that's not used much
anymore.

>Maybe the more important context is the remote management workstation 
>path to a router, vs. a neighbor router.

Any protocol a router is likely to run in the off-data-path processor
has to be looked at.  Network management protocols are a good bet to be there.

--Sandy
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On vrijdag, apr 18, 2003, at 00:13 Europe/Amsterdam, Mark Handley wrote:

>> If the management entity is a peer router at the other end of a link,
>> one might decide that less stringent resync mechanisms are needed, if
>> one does not assume a MITM attack capability.

> I guess I think you need to assume MITM attack capability.  Routers
> are quite often peered across LANs, and I wouldn't want to count on an
> ethernet switch for routing protection.

The question is whether we need to be able to do man in the middle 
protection at line rate. If a man in the middle needs a real packet for 
every forged packet, it would be ok for the line cards to let these 
packets through and let the CPU do the strong crypto to detect this.

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Mark,

I may have gone overboard in my proposed solution.

If the management entity is a peer router at the other end of a link, 
one might decide that less stringent resync mechanisms are needed, if 
one does not assume a MITM attack capability. Even for a management 
station the vulnerability associated with not changing to a new key 
immediately may be acceptable. The reasoning is that only if an 
attacker has saved old tags for this router can he now use them to 
send bogus messages that will pass the quick discard test. Once the 
management station reestablishes contact, using its sequence number 
(hopefully capable of being retained reasonably well), then the 
receive window is reset to the correct value and old messages are 
again excluded. So, one might choose to keep things simple and allow 
for a "dumb" restart, confident that in a short time the system will 
resync and become secure (against replay) again. Still, the 
management station would be wise to initiate a re-key when feasible.

Steve
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To: Stephen Kent <kent@bbn.com>
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Subject: Re: [RPSEC] rate limiting management traffic, redux 
In-reply-to: Your message of "Thu, 17 Apr 2003 17:28:14 EDT."
             <p05100301bac4ca09472e@[128.89.88.34]> 
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>>What do you do about sequence number re-initialization?  If this is
>>being used to protect routing traffic, and a router restarts, do you
>>require stable storage to preserve the previous sequence numbers?

>Good question.
>
>At a minimum, stable storage is needed for the keys, but they change 
>slowly, so maintaining that ought not be too hard. It would be harder 
>for the per-sender window data to be saved, so we ought to have a 
>plan for re-initialization.
>
>A likely approach is to have the router that crashed initiate a 
>connection to each authorized management entity to reinitialize, 
>e.g., putting a new key in place and resetting the sequence number to 
>zero. In the re-initialization process, the router would engage in a 
>handshake with the management entities, using a nonce to ensure 
>freshness, and because the router initiated the handshake, it can at 
>least be protected against an attacker without access to the packets 
>it sends as part of the re-initialization process. We may be able to 
>be clever here too. For example, we could take the nonce generated by 
>the router and use it as an input to generate the new key from the 
>old key, so that the router and the management entity can very 
>quickly transition to the new key and resume secure communication. 

I'm not sure I understand your solution, so let me see if I can
restate it.

Suppose I have two routers, A and B that were communicating securely.
Now, A restarts.  How is B going to accept any more packets from A, as
A can no longer send packets that fall in the window?

I think you implied (trying to fill in the details myself): 

 - A sends a re-initialization packet to B with nonce_A. 

 - B replies with nonce_A and a new nonce_B. 

 - A sends nonce_A and nonce_B back to B along with the new sequence
   number it wants to use and the one-way hash of nonce_A, nonce_B,
   the new sequence number and the secret.

 - On success, B sends nonce_A and nonce_B back to A, the new sequence number
   specified by A, and the one-way hash of nonce_B (but not nonce_A to
   avoid replay) the new sequence number and the secret.

On success, the new secret becomes the hash of the old secret and the
two nonces.

The reason for the last phase is to avoid a DoS vulnerability from
someone who can see traffic from A to B.  They can flood A with
re-initialization replies giving many different values of nonce_B.
Router A will have to respond to all of them to reliably set up
communication.  So we need to add a final phase so A unambiguously
knows which one was successful.  Also need to be careful not to be
used as an oracle - I think the above is OK, but I may have missed
something.

Is this more or less what you had in mind?

 - Mark
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cc: Stephen Kent <kent@bbn.com>, rpsec@ietf.org
Subject: Re: [RPSEC] rate limiting management traffic, redux 
In-reply-to: Your message of "Fri, 18 Apr 2003 00:38:45 +0200."
             <5905CE6A-7125-11D7-A1F8-00039388672E@muada.com> 
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>On vrijdag, apr 18, 2003, at 00:13 Europe/Amsterdam, Mark Handley wrote:
>
>>> If the management entity is a peer router at the other end of a link,
>>> one might decide that less stringent resync mechanisms are needed, if
>>> one does not assume a MITM attack capability.
>
>> I guess I think you need to assume MITM attack capability.  Routers
>> are quite often peered across LANs, and I wouldn't want to count on an
>> ethernet switch for routing protection.
>
>The question is whether we need to be able to do man in the middle 
>protection at line rate. If a man in the middle needs a real packet for 
>every forged packet, it would be ok for the line cards to let these 
>packets through and let the CPU do the strong crypto to detect this.

That's true. But you've got to be careful in any re-initialization
mechanism to not allow the attacker use a MITM attack to de-sync
genuinely re-initializing peers so they can't communicate further,
while at the same time defending against flooding of the
re-initialization mechanism.

 - Mark

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To: Mark Handley <mjh@icir.org>, Stephen Kent <kent@bbn.com>
From: Damir Rajnovic <gaus@cisco.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux 
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Hi,

At 16:22 17/04/2003 -0700, Mark Handley wrote:
>Suppose I have two routers, A and B that were communicating securely.
>Now, A restarts.  How is B going to accept any more packets from A, as
>A can no longer send packets that fall in the window?
>
>I think you implied (trying to fill in the details myself): 
>
> - A sends a re-initialization packet to B with nonce_A. 

If you send nonce_A and H(secret, nonce_A) you will ensure that router A
is authenticated because (by the definition) only A knows the secret.
The router A can also offer a new sequence number in the same packet.
To make guessing even harder we can say that the router A should
send H(secret, nonce_A, new_seq_A).

By sending only nonce_A you are forcing the router B to respond to
any request it receives. It does not have any means to discriminate
which requests are legitimate and which are not. By sending a hash
in the first packet you can authenticate the sender.

> - B replies with nonce_A and a new nonce_B. 

B can reply with nonce_A, nonce_B, new sequence B and H(secret,
nonce_B, new_seq_B) and H(secret, sequence A+1). The first hash
H(secret, nonce_B, new_seq_B) server to initialize the new
sequence number for the reverse session (from A to B). The second
hash, H(secret, seq_A+1) is used normally as envisaged. The router
A will check it first to determine if it will accept the packet
or not.

I think that you can accomplish the same result with only two
messages instead of four. Since all data are sent in the clear
the strength of the protection lies in the one-way hash function
and the shared secret.

These steps could probably be abandoned.

> - A sends nonce_A and nonce_B back to B along with the new sequence
>   number it wants to use and the one-way hash of nonce_A, nonce_B,
>   the new sequence number and the secret.
>
> - On success, B sends nonce_A and nonce_B back to A, the new sequence number
>   specified by A, and the one-way hash of nonce_B (but not nonce_A to
>   avoid replay) the new sequence number and the secret.
>
>On success, the new secret becomes the hash of the old secret and the
>two nonces.

Even using the modified handshake you can derive the new key in the
same manner. A and B are mutually authenticated and H(secret, nonce_A,
nonce_B) was never transmitted.

Gaus
==============
Damir Rajnovic <psirt@cisco.com>, PSIRT Incident Manager, Cisco Systems
<http://www.cisco.com/go/psirt>      Telephone: +44 7715 546 033
200 Longwater Avenue, Green Park, Reading, Berkshire RG2 6GB, GB
==============
There are no insolvable problems. 
The question is can you accept the solution? 

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Subject: Re: [RPSEC] rate limiting management traffic, redux
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Damir Rajnovic <gaus@cisco.com> wrote:
> If you send nonce_A and H(secret, nonce_A) you will ensure that router A
> is authenticated because (by the definition) only A knows the secret.
> The router A can also offer a new sequence number in the same packet.
> To make guessing even harder we can say that the router A should
> send H(secret, nonce_A, new_seq_A).
> 
> By sending only nonce_A you are forcing the router B to respond to
> any request it receives. It does not have any means to discriminate
> which requests are legitimate and which are not. By sending a hash
> in the first packet you can authenticate the sender.
[...]
> B can reply with nonce_A, nonce_B, new sequence B and H(secret,
> nonce_B, new_seq_B) and H(secret, sequence A+1). The first hash
> H(secret, nonce_B, new_seq_B) server to initialize the new
> sequence number for the reverse session (from A to B). The second
> hash, H(secret, seq_A+1) is used normally as envisaged. The router
> A will check it first to determine if it will accept the packet
> or not.

Your two message scheme exposes router B to replay attacks. I.e. what
is to prevent me from recording the initial packet
	nonce_A, new_seq_A, H(secret, nonce_A, new_seq_A) 
and sending it to B every now and then? What should A do when it
receives the reply from B? Can I capture A's reply and feed it to
B later on?

If the process of verifying the incoming message and computing the
reply (new seq num, etc) is expensive, then you also expose B to DOS
attacks.

Must we rediscover the wheel in this group? Why don't we all take a break
to read a good book on communications security and return after a week
or so.

**vp

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Date: Fri, 18 Apr 2003 08:33:35 -0400
To: Iljitsch van Beijnum <iljitsch@muada.com>
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
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At 12:00 AM +0200 4/18/03, Iljitsch van Beijnum wrote:
>On donderdag, apr 17, 2003, at 22:40 Europe/Amsterdam, Stephen Kent wrote:
>
>>My new suggestion in this area requires a shared secret (key) 
>>between the router and the entity sending the management traffic, 
>>either another router or a management workstation. The key is one 
>>of two inputs to a one-way function; the other input will be a 
>>sequence number which will be carried with the packet.
>
>This is similar to something I proposed about a month ago:
>
>"Ok, how about this: we use a stream cipher to come up with a random-looking
>data stream on both ends and use the IPsec anti-replay counter as a
>pointer to the part of the data stream that is used as a magic cookie in
>the current packet. We can then program the line card with enough data
>to be able to check a certain number of packets per session"

I don't recall seeing your message on RPSEC. Also, it's still a bit 
hard to translate what you said above, into a more general 
description of the sort I provided, complete with a rationale of why 
it might suffice. Some stream ciphers are slow to compute an 
arbitrary value in the stream, vs. the "next" value, so the 
description you have above is more specific that my general proposal 
(in specifying stream ciphers) but it still needs to be narrowed to 
select the right sort of one-way function.

>
>>A managed device such as a router maintains a separate key for each 
>>entity that is authorized to send management traffic to the device. 
>>For each authorized sender, the managed device maintains the 
>>following information:
>>	- the address of the sender
>>	- the shared secret
>
>This means the crypto is done on the cards. Doing this beforehand 
>elsewhere and then simply upload the results to the linecard is 
>probably a better idea. A linecard with crypto hardware could of 
>course do this on the fly but if we have such a linecard why not 
>simply do IPsec AH?

One could pre-compute sequence number/tag values and download them to 
line cards, but I would suggest this only if the function was too 
slow to effect in real time on the cards. There is a big difference 
between doign what I suggested and doing AH. The integrity check in 
AH covers most of the packet and thus will take longer to compute 
than a function that has only a key and a sequence number as inputs. 
Also, the AH integrity check skips some but not all IP header fields, 
making it complex to compute. So, this is an "apples/oranges" sort of 
comparison!

>>	- a receive window consisting of the sequence number for the 
>>most recent, valid management packet from the sender, a sequence 
>>number indicating the edge for "too old" packets, plus a bit map 
>>marking received , valid packets within the window.
>
>I'm not sure requiring this bitmap is a good idea, as id adds 
>complexity (that may need to be burnt into silicon).

Huh? You refer to the IPsec sequence number management mechanism in 
your quote, but the use of a bit map to track arrived packets within 
the window is exactly the nominal implementation approach for this, 
as described in RFC 2406 & 2406. What did you mean when you referred 
to IPsec sequence number management?

>
>>There are a few open issues:
>>	- where to carry the sequence number and tag
>
>If we're doing IPsec, we already have the anti-replay counter that I 
>think can easily do double duty here. For the tag we either have to 
>create a completely new option or extend IPsec. Alternatively, the 
>tag can be used as (part of) the IV for ESP processing.

Yes, if we use IPsec for end-to-end security, one could definitely 
use that sequence number field, but I didn't know if people wanted to 
make that assumption for this mechanism.

>
>>	- how big is the sequence number and how big is the tag
>
>The sequence number wraps all the time so 16 bits should be adequate 
>or maybe 32 bits. As a typical window would be something like 64 
>packets, with a 32 bit tag an attacker has a one in 500 million 
>chance of guessing a valid tag. A 10 Gbit link can carry several 
>million packets per second so the attack would hit paydirt in a 
>matter of minutes with 32 bits. So I'd say at least 48 bits.

Recall that for IPsec we moved to support 64 bit sequence numbers 
(vs. 32 bit numbers) to better accommodate high speed links, so I a 
32 bit sequence number is probably the smallest I would consider, and 
64 would be preferable. The tag size is a crypto issue, as well as 
the key size, so all of these parameters need to be considered as a 
whole.

>
>>	- how big is the key
>>	- what one-way function to use
>
>This is something the crypto experts should answer. I suspect that 
>doing a one-way function over some static data and a sequence number 
>doesn't provide enough entropy from one packet to the next to be 
>secure, even for this purpose. My non-expert guess is that a stream 
>cipher with the sequence number as a pointer to the stream would be 
>better.

Yes, let's not play cryptographer here.

Steve
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Date: Fri, 18 Apr 2003 08:35:51 -0400
To: Mark Handley <mjh@icir.org>
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
Cc: rpsec@ietf.org
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At 3:13 PM -0700 4/17/03, Mark Handley wrote:
>  >If the management entity is a peer router at the other end of a link,
>>one might decide that less stringent resync mechanisms are needed, if
>>one does not assume a MITM attack capability.
>
>I guess I think you need to assume MITM attack capability.  Routers
>are quite often peered across LANs, and I wouldn't want to count on an
>ethernet switch for routing protection.
>
>  - Mark

OK. As a security guy I'm accustomed to thinking in terms of MITM 
attacks, but I didn't want to impose my biases on the problem space.

Steve
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Date: Fri, 18 Apr 2003 08:44:25 -0400
To: Iljitsch van Beijnum <iljitsch@muada.com>
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
Cc: Mark Handley <mjh@icir.org>, rpsec@ietf.org
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At 12:38 AM +0200 4/18/03, Iljitsch van Beijnum wrote:
>On vrijdag, apr 18, 2003, at 00:13 Europe/Amsterdam, Mark Handley wrote:
>
>>>If the management entity is a peer router at the other end of a link,
>>>one might decide that less stringent resync mechanisms are needed, if
>>>one does not assume a MITM attack capability.
>
>>I guess I think you need to assume MITM attack capability.  Routers
>>are quite often peered across LANs, and I wouldn't want to count on an
>>ethernet switch for routing protection.
>
>The question is whether we need to be able to do man in the middle 
>protection at line rate. If a man in the middle needs a real packet 
>for every forged packet, it would be ok for the line cards to let 
>these packets through and let the CPU do the strong crypto to detect 
>this.

Yes that is exactly the rationale underlying why it seems to be OK to 
not tie the authentication tag to the packet.

But, I interpreted Mark's comment to be a response to the question of 
what sort of attacks we have to worry about under restart conditions, 
where I suggested that we could relax the constraints after a crash 
where the sequence number info was lost.

Steve
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Date: Fri, 18 Apr 2003 09:16:24 -0400
To: Mark Handley <mjh@icir.org>
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
Cc: rpsec@ietf.org
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At 4:23 PM -0700 4/17/03, Mark Handley wrote:
>  >On vrijdag, apr 18, 2003, at 00:13 Europe/Amsterdam, Mark Handley wrote:
>>
>>>>  If the management entity is a peer router at the other end of a link,
>>>>  one might decide that less stringent resync mechanisms are needed, if
>>>>  one does not assume a MITM attack capability.
>>
>>>  I guess I think you need to assume MITM attack capability.  Routers
>>>  are quite often peered across LANs, and I wouldn't want to count on an
>>>  ethernet switch for routing protection.
>>
>>The question is whether we need to be able to do man in the middle
>>protection at line rate. If a man in the middle needs a real packet for
>>every forged packet, it would be ok for the line cards to let these
>>packets through and let the CPU do the strong crypto to detect this.
>
>That's true. But you've got to be careful in any re-initialization
>mechanism to not allow the attacker use a MITM attack to de-sync
>genuinely re-initializing peers so they can't communicate further,
>while at the same time defending against flooding of the
>re-initialization mechanism.
>
>  - Mark

Mark,

Right.  My off the cuff protocol should be viewed just as a starting 
point for discussion, but this is a generally tricky area, because 
it's hard to defend against attacks that focus on DoS, and 
initialization is hard, and ...

Steve
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Date: Fri, 18 Apr 2003 09:25:09 -0400
To: Damir Rajnovic <gaus@cisco.com>
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
Cc: rpsec@ietf.org
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At 8:32 AM +0100 4/18/03, Damir Rajnovic wrote:
>Hi,
>
>At 16:22 17/04/2003 -0700, Mark Handley wrote:
>>Suppose I have two routers, A and B that were communicating securely.
>>Now, A restarts.  How is B going to accept any more packets from A, as
>>A can no longer send packets that fall in the window?
>>
>>I think you implied (trying to fill in the details myself):
>>
>>  - A sends a re-initialization packet to B with nonce_A.
>
>If you send nonce_A and H(secret, nonce_A) you will ensure that router A
>is authenticated because (by the definition) only A knows the secret.
>The router A can also offer a new sequence number in the same packet.
>To make guessing even harder we can say that the router A should
>send H(secret, nonce_A, new_seq_A).
>
>By sending only nonce_A you are forcing the router B to respond to
>any request it receives. It does not have any means to discriminate
>which requests are legitimate and which are not. By sending a hash
>in the first packet you can authenticate the sender.

Very good point.

Do we need to choose a new sequence number, rather than  just 
starting at 0 again? I guess we get some benefit from a new sequence 
starting point in terms of rejecting old or random traffic faster, 
assuming that the attacker does not have passive wiretap ability 
(often true, but not always).

>  > - B replies with nonce_A and a new nonce_B.
>
>B can reply with nonce_A, nonce_B, new sequence B and H(secret,
>nonce_B, new_seq_B) and H(secret, sequence A+1). The first hash
>H(secret, nonce_B, new_seq_B) server to initialize the new
>sequence number for the reverse session (from A to B). The second
>hash, H(secret, seq_A+1) is used normally as envisaged. The router
>A will check it first to determine if it will accept the packet
>or not.
>
>I think that you can accomplish the same result with only two
>messages instead of four. Since all data are sent in the clear
>the strength of the protection lies in the one-way hash function
>and the shared secret.

Right. And, this hash function need not be the same as the function I 
called for using to generate per-packet tags. This hash function 
could be slower, since it is used less frequently.

>
>These steps could probably be abandoned.
>
>>  - A sends nonce_A and nonce_B back to B along with the new sequence
>>    number it wants to use and the one-way hash of nonce_A, nonce_B,
>>    the new sequence number and the secret.
>>
>>  - On success, B sends nonce_A and nonce_B back to A, the new sequence number
>>    specified by A, and the one-way hash of nonce_B (but not nonce_A to
>>    avoid replay) the new sequence number and the secret.
>>
>>On success, the new secret becomes the hash of the old secret and the
>>two nonces.
>
>Even using the modified handshake you can derive the new key in the
>same manner. A and B are mutually authenticated and H(secret, nonce_A,
>nonce_B) was never transmitted.
>
>Gaus

I like the style of your proposed exchanges. The goals of the (re) 
initialization protocol are to put in place a new secret and, maybe, 
to reset the sequence number and to minimize the opportunities for an 
attacker to waste router resources in the process.

Steve
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Date: Fri, 18 Apr 2003 08:38:38 -0400
To: sandy@raven.gw.tislabs.com
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
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At 6:32 PM -0400 4/17/03, sandy@raven.gw.tislabs.com wrote:
>  >I think it would be wrong to maintain that "no crypto techniques run
>>fast enough"
>
>I'm not advocating the opinion, just wondering if your approach was
>going to convince the folk who needed to be convinced.

I didn't mean to suggest that this was your opinion, but I did want 
to make the point that not all crypto is slow.

>
>>A simple stream cipher would probably
>>suffice.
>
>Ah, I saw "one way function" and immediately jumped to the conclusion that
>you meant "cryptographic hash".

Understandable, but not the only option.

>  >Moving MD5 to the interface card would address the current
>>problem for BGP neighbor traffic, but since it is a TCP-level
>>mechanism, it would entail moving a lot more mechanism to the card
>>than just the crypto check.
>
>Welllll, I was thinking that if you could accept the layer violations,
>the interface card could do just the MD5 authentication, and let the
>other processor do all the TCP processing.  Of course, the whole question
>is moot, as you're suggesting a faster crypto.

Also, the MD5 checksum is computed over the whole TCP payload, and 
that IS a lot slower than a function computed over just two, small 
values.

>  >However, the TTL=255 trick is certainly tough to beat :-) in terms of
>>performance, and it may be sufficient for a dedicated point-to-point
>>link
>
>I was wondering for a bit about routers that accepted IP-in-IP and
>whether that would be a way to disguise traffic so it had a 255/254 TTL,
>but the word I hear is that routers in general do not accept IP-in-IP
>packets.  MBONE tunnels used to be IP-in-IP, but that's not used much
>anymore.
>
>>Maybe the more important context is the remote management workstation
>>path to a router, vs. a neighbor router.
>
>Any protocol a router is likely to run in the off-data-path processor
>has to be looked at.  Network management protocols are a good bet to be there.

Right.

Steve
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Date: Fri, 18 Apr 2003 09:28:59 -0400
To: Mark Handley <mjh@icir.org>
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
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At 4:22 PM -0700 4/17/03, Mark Handley wrote:
>  >>What do you do about sequence number re-initialization?  If this is
>>>being used to protect routing traffic, and a router restarts, do you
>>>require stable storage to preserve the previous sequence numbers?
>
>>Good question.
>>
>>At a minimum, stable storage is needed for the keys, but they change
>>slowly, so maintaining that ought not be too hard. It would be harder
>>for the per-sender window data to be saved, so we ought to have a
>>plan for re-initialization.
>>
>>A likely approach is to have the router that crashed initiate a
>>connection to each authorized management entity to reinitialize,
>>e.g., putting a new key in place and resetting the sequence number to
>>zero. In the re-initialization process, the router would engage in a
>>handshake with the management entities, using a nonce to ensure
>>freshness, and because the router initiated the handshake, it can at
>>least be protected against an attacker without access to the packets
>>it sends as part of the re-initialization process. We may be able to
>>be clever here too. For example, we could take the nonce generated by
>>the router and use it as an input to generate the new key from the
>>old key, so that the router and the management entity can very
>>quickly transition to the new key and resume secure communication.
>
>I'm not sure I understand your solution, so let me see if I can
>restate it.
>
>Suppose I have two routers, A and B that were communicating securely.
>Now, A restarts.  How is B going to accept any more packets from A, as
>A can no longer send packets that fall in the window?
>
>I think you implied (trying to fill in the details myself):
>
>  - A sends a re-initialization packet to B with nonce_A.
>
>  - B replies with nonce_A and a new nonce_B.
>
>  - A sends nonce_A and nonce_B back to B along with the new sequence
>    number it wants to use and the one-way hash of nonce_A, nonce_B,
>    the new sequence number and the secret.
>
>  - On success, B sends nonce_A and nonce_B back to A, the new sequence number
>    specified by A, and the one-way hash of nonce_B (but not nonce_A to
>    avoid replay) the new sequence number and the secret.
>
>On success, the new secret becomes the hash of the old secret and the
>two nonces.
>
>The reason for the last phase is to avoid a DoS vulnerability from
>someone who can see traffic from A to B.  They can flood A with
>re-initialization replies giving many different values of nonce_B.
>Router A will have to respond to all of them to reliably set up
>communication.  So we need to add a final phase so A unambiguously
>knows which one was successful.  Also need to be careful not to be
>used as an oracle - I think the above is OK, but I may have missed
>something.
>
>Is this more or less what you had in mind?
>
>  - Mark
Mark,

I like the suggestions Damir made, to include data in each message to 
make forgery hard and thus allow a router to reject bogus 
re-initialization attempts.

When I dashed off the quick message late yesterday afternoon I was 
thinking more about the router-to-management station case, where 
there is less of a need to worry about processing for bogus 
re-initialization messages. The router-to-router case was not 
foremost on my mind. But, it is nice to have a unified way to deal 
with both cases and I think we are heading in that direction.

Steve
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Subject: Re: [RPSEC] rate limiting management traffic, redux
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On vrijdag, apr 18, 2003, at 14:33 Europe/Amsterdam, Stephen Kent wrote:

>> This is similar to something I proposed about a month ago:

> I don't recall seeing your message on RPSEC. Also, it's still a bit 
> hard to translate what you said above, into a more general description 
> of the sort I provided, complete with a rationale of why it might 
> suffice.

It was part of a more extensive discussion, but I agree your 
description is more thorough and more general.

> Some stream ciphers are slow to compute an arbitrary value in the 
> stream, vs. the "next" value, so the description you have above is 
> more specific that my general proposal (in specifying stream ciphers) 
> but it still needs to be narrowed to select the right sort of one-way 
> function.

Of course.

>> This means the crypto is done on the cards. Doing this beforehand 
>> elsewhere and then simply upload the results to the linecard is 
>> probably a better idea. A linecard with crypto hardware could of 
>> course do this on the fly but if we have such a linecard why not 
>> simply do IPsec AH?

> One could pre-compute sequence number/tag values and download them to 
> line cards, but I would suggest this only if the function was too slow 
> to effect in real time on the cards.

Even if you _can_ do it on the fly, that doesn't mean it is preferable 
to do it that way. The whole point of the earlier stuff I mentioned 
above was to not have to do crypto for each incoming packet, but rather 
for each expected valid packet. This should be doable in software, or 
with the assistence of crypto hardware without the requirement that 
this crypto hardware be able to keep up with line rate on all 
interfaces.

> There is a big difference between doign what I suggested and doing AH. 
> The integrity check in AH covers most of the packet and thus will take 
> longer to compute than a function that has only a key and a sequence 
> number as inputs. Also, the AH integrity check skips some but not all 
> IP header fields, making it complex to compute. So, this is an 
> "apples/oranges" sort of comparison!

Yes, but if you have a perfectly good apple tree, is a craving for the 
occasional orange reason enough to build a green house so you can grow 
them?

In other words: yes, your integrety check is cheaper than full AH, but 
is it worth the trouble to implement a new protocol in hardware? If I 
were buying crypto hardware, I'd rather have it do full line rate IPsec.

>> 'm not sure requiring this bitmap is a good idea, as id adds 
>> complexity (that may need to be burnt into silicon).

> Huh? You refer to the IPsec sequence number management mechanism in 
> your quote, but the use of a bit map to track arrived packets within 
> the window is exactly the nominal implementation approach for this, as 
> described in RFC 2406 & 2406. What did you mean when you referred to 
> IPsec sequence number management?

I don't think I mentioned the management of the sequence number, just 
the replay counter field. Having the bitmap processing would be a good 
feature, I'm just not sure it's a good idea to require it. Let the 
implementers worry about this.

>> If we're doing IPsec, we already have the anti-replay counter that I 
>> think can easily do double duty here. For the tag we either have to 
>> create a completely new option or extend IPsec. Alternatively, the 
>> tag can be used as (part of) the IV for ESP processing.

> Yes, if we use IPsec for end-to-end security, one could definitely use 
> that sequence number field, but I didn't know if people wanted to make 
> that assumption for this mechanism.

Currently IPsec ESP supports authentication and encryption, maybe this 
could be an additional IPsec service?

>>> 	- how big is the sequence number and how big is the tag

>> The sequence number wraps all the time so 16 bits should be adequate 
>> or maybe 32 bits. As a typical window would be something like 64 
>> packets, with a 32 bit tag an attacker has a one in 500 million 
>> chance of guessing a valid tag. A 10 Gbit link can carry several 
>> million packets per second so the attack would hit paydirt in a 
>> matter of minutes with 32 bits. So I'd say at least 48 bits.

> Recall that for IPsec we moved to support 64 bit sequence numbers (vs. 
> 32 bit numbers) to better accommodate high speed links, so I a 32 bit 
> sequence number is probably the smallest I would consider, and 64 
> would be preferable.

Note that the requirements here are very different from those in 
regular IPsec. In IPsec, data rates may be very high, and the overhead 
in creating a new SA is considerable. In this scheme, the data rates 
are in the order of one Mbps or less and the overhead of increasing the 
window is very small. So there is no need to support a large sequence 
number space, a simple sliding window pointer is sufficient. Even 6 
bits could be enough. The other end can simply fill in the missing bits 
to arrive at the desired sequence number length.

> The tag size is a crypto issue, as well as the key size, so all of 
> these parameters need to be considered as a whole.

It's not a traditional crypto issue. After thinking about it a bit more 
I realized my earlier reasoning that the tag should be at least 48 bits 
doesn't hold. With a 32 bit tag an attacker has a 1 in 4 billion chance 
of guessing a valid tag/sequence combination. Even with millions 
abusive packets per second that means the CPU only gets to see a hand 
full per hour. That's more than adequate. And a smaller tag has the 
advantage that it makes analysis by an attacker more difficult, I think 
there are some remarks about this in one of the IPsec documents on 
authentication.

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Subject: Re: [RPSEC] rate limiting management traffic, redux
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At 4:52 PM +0200 4/18/03, Iljitsch van Beijnum wrote:
>
>>One could pre-compute sequence number/tag values and download them 
>>to line cards, but I would suggest this only if the function was 
>>too slow to effect in real time on the cards.
>
>Even if you _can_ do it on the fly, that doesn't mean it is 
>preferable to do it that way. The whole point of the earlier stuff I 
>mentioned above was to not have to do crypto for each incoming 
>packet, but rather for each expected valid packet. This should be 
>doable in software, or with the assistence of crypto hardware 
>without the requirement that this crypto hardware be able to keep up 
>with line rate on all interfaces.
>
>>There is a big difference between doign what I suggested and doing 
>>AH. The integrity check in AH covers most of the packet and thus 
>>will take longer to compute than a function that has only a key and 
>>a sequence number as inputs. Also, the AH integrity check skips 
>>some but not all IP header fields, making it complex to compute. 
>>So, this is an "apples/oranges" sort of comparison!
>
>Yes, but if you have a perfectly good apple tree, is a craving for 
>the occasional orange reason enough to build a green house so you 
>can grow them?

Must be an old Dutch proverb ?

>In other words: yes, your integrety check is cheaper than full AH, 
>but is it worth the trouble to implement a new protocol in hardware? 
>If I were buying crypto hardware, I'd rather have it do full line 
>rate IPsec.

No disagreement about what would be ideal, just a matter of 
complexity and cost, which I have been told are concerns for some 
folks :-)

>
>>>'m not sure requiring this bitmap is a good idea, as id adds 
>>>complexity (that may need to be burnt into silicon).
>
>>Huh? You refer to the IPsec sequence number management mechanism in 
>>your quote, but the use of a bit map to track arrived packets 
>>within the window is exactly the nominal implementation approach 
>>for this, as described in RFC 2406 & 2406. What did you mean when 
>>you referred to IPsec sequence number management?
>
>I don't think I mentioned the management of the sequence number, 
>just the replay counter field. Having the bitmap processing would be 
>a good feature, I'm just not sure it's a good idea to require it. 
>Let the implementers worry about this.

Yes, the implementation details are a local matter.

>
>>>If we're doing IPsec, we already have the anti-replay counter that 
>>>I think can easily do double duty here. For the tag we either have 
>>>to create a completely new option or extend IPsec. Alternatively, 
>>>the tag can be used as (part of) the IV for ESP processing.
>
>>Yes, if we use IPsec for end-to-end security, one could definitely 
>>use that sequence number field, but I didn't know if people wanted 
>>to make that assumption for this mechanism.
>
>Currently IPsec ESP supports authentication and encryption, maybe 
>this could be an additional IPsec service?

ESP mandates support for confidentiality plus integrity, or integrity 
only, or confidentiality only. Since the IPsec WG is trying to 
simplify the range of options, we're dropping mandatory support for 
confidentiality only. I don't see it as likely that we would add an 
"authentication tag not tied to the payload" option.

>
>>>>	- how big is the sequence number and how big is the tag
>
>>>The sequence number wraps all the time so 16 bits should be 
>>>adequate or maybe 32 bits. As a typical window would be something 
>>>like 64 packets, with a 32 bit tag an attacker has a one in 500 
>>>million chance of guessing a valid tag. A 10 Gbit link can carry 
>>>several million packets per second so the attack would hit paydirt 
>>>in a matter of minutes with 32 bits. So I'd say at least 48 bits.
>
>>Recall that for IPsec we moved to support 64 bit sequence numbers 
>>(vs. 32 bit numbers) to better accommodate high speed links, so I a 
>>32 bit sequence number is probably the smallest I would consider, 
>>and 64 would be preferable.
>
>Note that the requirements here are very different from those in 
>regular IPsec. In IPsec, data rates may be very high, and the 
>overhead in creating a new SA is considerable. In this scheme, the 
>data rates are in the order of one Mbps or less and the overhead of 
>increasing the window is very small. So there is no need to support 
>a large sequence number space, a simple sliding window pointer is 
>sufficient. Even 6 bits could be enough. The other end can simply 
>fill in the missing bits to arrive at the desired sequence number 
>length.

Yes, legitimate management traffic should arrive at relatively low 
data rates, so maybe a smaller sequence number size would suffice. 
But, the tag size should be big enough to not allow an attacker to 
flood the system with bogus packets for which a non-trivial number 
pass this test.

>
>>The tag size is a crypto issue, as well as the key size, so all of 
>>these parameters need to be considered as a whole.
>
>It's not a traditional crypto issue. After thinking about it a bit 
>more I realized my earlier reasoning that the tag should be at least 
>48 bits doesn't hold. With a 32 bit tag an attacker has a 1 in 4 
>billion chance of guessing a valid tag/sequence combination. Even 
>with millions abusive packets per second that means the CPU only 
>gets to see a hand full per hour. That's more than adequate. And a 
>smaller tag has the advantage that it makes analysis by an attacker 
>more difficult, I think there are some remarks about this in one of 
>the IPsec documents on authentication.


A tag formed from a truncated hash function output has the advantage 
that an attacker is not able to see all the output bits to try to 
work backwards to the key. But, we have not yet specified the 
function we will use to generate the tag, and so it's a bit premature 
to talk about whether a truncated output from that unspecified 
function is appropriate :-).

Steve
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On vrijdag, apr 18, 2003, at 22:08 Europe/Amsterdam, Stephen Kent wrote:

>> In other words: yes, your integrety check is cheaper than full AH, 
>> but is it worth the trouble to implement a new protocol in hardware? 
>> If I were buying crypto hardware, I'd rather have it do full line 
>> rate IPsec.

> No disagreement about what would be ideal, just a matter of complexity 
> and cost, which I have been told are concerns for some folks :-)

They are. Maybe we'll see hardware that can do line rate crypto in some 
places in the forseeable future, for instance at the edges to protect 
against denial of service. But I'm pretty confident most people will 
not be happy doing line rate crypto on a 40 Gbps linecard just to 
protect a 1 Mbps max BGP session.

>> Currently IPsec ESP supports authentication and encryption, maybe 
>> this could be an additional IPsec service?

> ESP mandates support for confidentiality plus integrity, or integrity 
> only, or confidentiality only. Since the IPsec WG is trying to 
> simplify the range of options, we're dropping mandatory support for 
> confidentiality only. I don't see it as likely that we would add an 
> "authentication tag not tied to the payload" option.

Does it make sense to reinvent the wheel here? Especially as we can at 
least reuse the anti-replay counter and possibly borrow some space from 
the initialization vector to store the tag. Obviously this mechanism 
would be entirely optional.

> A tag formed from a truncated hash function output has the advantage 
> that an attacker is not able to see all the output bits to try to work 
> backwards to the key. But, we have not yet specified the function we 
> will use to generate the tag, and so it's a bit premature to talk 
> about whether a truncated output from that unspecified function is 
> appropriate :-).

Agree. I was just pointing out that a bigger tag isn't necessarily 
better.

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On Mon, 7 Apr 2003, Gregory Lebovitz wrote:

> It appears Alex' slides from IETF56 made it to the "proceedings"
> page, but not the Threat Model slides that Sandy presented.
>
> Can we get Sandy's slides posted?

All,

The minutes and all slides have now made it to the IETF
Proceedings page and we'll work to get them posted to the
rpsec.org website also.

Send further comments along if there are any.

Tony

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Date: Tue, 22 Apr 2003 07:59:19 +0100
To: Vassilis Prevelakis <vp@mcs.drexel.edu>, rpsec@ietf.org
From: Damir Rajnovic <gaus@cisco.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
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Hello,

At 04:43 18/04/2003 -0400, Vassilis Prevelakis wrote:
>Your two message scheme exposes router B to replay attacks. I.e. what
>is to prevent me from recording the initial packet
>        nonce_A, new_seq_A, H(secret, nonce_A, new_seq_A) 
>and sending it to B every now and then? What should A do when it
>receives the reply from B? Can I capture A's reply and feed it to
>B later on?

Valid points. We can add a time stamp to prevent reply attacks. If
a packet is older than some_time_period it will be discarded.

Let me try again. The proposed exchange may look like this:

*) Router A sends:
nonce_A, time_stamp_A, new_seq_A, H(secret, nonce_A, tim_stamp_A, new_seq_A)

*) After receiving this packet router B will perform the following
   tests:

   1) calculate the hash using his secret that is shared with the
      router A and compare the result with the hash received in
      the packet. If they do not match the packet will be rejected.

   2) Check the time_stamp_A against its own current time. If it is
      older than some predefined (or negotiated) time interval the
      packet will be dropped.

   If packet passes these checks it will be accepted as a legitimate
   request from the router A to negotiate a new sequence number and
   new secret

*) After successful verification the router B will send back:

nonce_A, nonce_B, new_seq_B, time_stamp_B, 
H(secret, nonce_A, nonce_B, new_seq_B, time_stamp_B)

   At the same time router B will set the new shared key to be
   H(secret, nonce_A, nonce_B). However, it will still accept packets
   where only the "old secret" was used.

*) After receiving this packet the router A will perform the following
   checks:

   1) calculate the hash using his secret that is shared with the
      router B and compare the result with the hash received in
      the packet. If they do not match the packet will be rejected.

   2) Check the time_stamp_A against its own current time. If it is
      older than some predefined (or negotiated) time interval the
      packet will be dropped.

*) After successful verification the router A will set its new shared
   key to be H(secret, nonce_A, nonce_B)

Please note that here we can safely drop nonces and use time stamps
instead. That can speed calculation of the hash and would not compromise
the scheme.

>If the process of verifying the incoming message and computing the
>reply (new seq num, etc) is expensive, then you also expose B to DOS
>attacks.

True again. Unfortunately, there is no easy way out of this. You will
either perform a superficial check and then accept a packet as genuine
or you will spend a bit more time verifying legitimacy of the packet
before accepting it. If we can have a check that will provide a
satisfactory level of assurance that the packet is legitimate and that
will take only 10%-15% (preferably even less) of the total processing
time of the packet, then I would classify this as a success IMHO.

Gaus
==============
Damir Rajnovic <psirt@cisco.com>, PSIRT Incident Manager, Cisco Systems
<http://www.cisco.com/go/psirt>      Telephone: +44 7715 546 033
200 Longwater Avenue, Green Park, Reading, Berkshire RG2 6GB, GB
==============
There are no insolvable problems. 
The question is can you accept the solution? 

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To: Iljitsch van Beijnum <iljitsch@muada.com>
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
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At 7:46 PM +0200 4/19/03, Iljitsch van Beijnum wrote:
>...
>
>>>Currently IPsec ESP supports authentication and encryption, maybe 
>>>this could be an additional IPsec service?
>
>>ESP mandates support for confidentiality plus integrity, or 
>>integrity only, or confidentiality only. Since the IPsec WG is 
>>trying to simplify the range of options, we're dropping mandatory 
>>support for confidentiality only. I don't see it as likely that we 
>>would add an "authentication tag not tied to the payload" option.
>
>Does it make sense to reinvent the wheel here? Especially as we can 
>at least reuse the anti-replay counter and possibly borrow some 
>space from the initialization vector to store the tag. Obviously 
>this mechanism would be entirely optional.

Well, having invented this particular wheel, I am comfortable saying 
that the sequence number and windowing mechanisms should be reused, 
but nothing else :-)
We're not really reinventing here; we're reusing that mechanism.

More seriously, the focus of this proposal is a rate limiting 
authentication mechanism, and that is not very closely aligned with 
the security services that IPsec offers. So I do not think it likely 
that we will add this sort of facility, even as an option, to AH or 
ESP (said the editor of those documents).

Finally, the really hard problem we face is the (re)initialization 
protocol. This is a difficult problem to solve, since we want to 
minimize the opportunity for DoS attacks at both ends (so that we can 
use this between routers, not just between a management station and a 
router), to a greater extent that existing protocols like IKE (v2).

Steve
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Subject: Re: [RPSEC] rate limiting management traffic, redux
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On woensdag, apr 23, 2003, at 03:30 Europe/Amsterdam, Stephen Kent 
wrote:

>> Does it make sense to reinvent the wheel here? Especially as we can 
>> at least reuse the anti-replay counter and possibly borrow some space 
>> from the initialization vector to store the tag. Obviously this 
>> mechanism would be entirely optional.

> Well, having invented this particular wheel, I am comfortable saying 
> that the sequence number and windowing mechanisms should be reused, 
> but nothing else :-)

Any particular reason for this?

> More seriously, the focus of this proposal is a rate limiting 
> authentication mechanism, and that is not very closely aligned with 
> the security services that IPsec offers.

The phrase "rate limiting authentication mechanism" isn't clearly 
defined (or I'm unaware of this definition) but if you mean something 
that can effectively rate limit unauthentic traffic to very low levels 
without impacting authentic traffic, we are in agreement. Now obviously 
we can't immediately rule out any synergy between the simple 
authentication mechanism and the full-fledged one that IPsec 
provides... And in practice I think it's safe to assume (or mandate) 
that the new scheme will always be used together with ESP 
authentication or AH.

> So I do not think it likely that we will add this sort of facility, 
> even as an option, to AH or ESP (said the editor of those documents).

I don't care all that much what goes in which document, but I'd hate to 
see this take up unneeded space in the headers. Also, the hardware 
builders are probably not going to like this as option processing uses 
up silicon. This wouldn't be a problem for linecards implementing this, 
but the packets must also be forwarded using the fast path in routers 
that don't implement this, unless we can be positive that packets 
containing this option never traverse any routers in the middle. (Which 
we can't for iBGP.)

> Finally, the really hard problem we face is the (re)initialization 
> protocol. This is a difficult problem to solve, since we want to 
> minimize the opportunity for DoS attacks at both ends (so that we can 
> use this between routers, not just between a management station and a 
> router), to a greater extent that existing protocols like IKE (v2).

Does IKE have explicit support for negotiation in the presence of DoS?

I guess what we need for this is for the two endpoints to establish 
some bootstrapping authentication state without actually communicating. 
This should be doable in the presence of a pre-shared key for this 
purpose along with something that changes over time in a predictable 
way (such as the clock...).

_______________________________________________
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Date: Fri, 25 Apr 2003 13:41:46 -0400
To: Iljitsch van Beijnum <iljitsch@muada.com>
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
Cc: rpsec@ietf.org
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At 10:44 AM +0200 4/23/03, Iljitsch van Beijnum wrote:
>On woensdag, apr 23, 2003, at 03:30 Europe/Amsterdam, Stephen Kent wrote:
>
>>>Does it make sense to reinvent the wheel here? Especially as we 
>>>can at least reuse the anti-replay counter and possibly borrow 
>>>some space from the initialization vector to store the tag. 
>>>Obviously this mechanism would be entirely optional.
>
>>Well, having invented this particular wheel, I am comfortable 
>>saying that the sequence number and windowing mechanisms should be 
>>reused, but nothing else :-)
>
>Any particular reason for this?

Yes, as I noted, ESP or AH compute integrity checks over payloads, 
whereas ll we need for rate limiting is a function computed over a 
secret value and a sequence number. That means that we can perform a 
much faster computation, with an equivalent level of security 
(relative to working back to find the key). Thus it makes sense to 
explore this approach vs. just saying "implement a line-rate capable 
IPsec chip on each interface."

>
>>More seriously, the focus of this proposal is a rate limiting 
>>authentication mechanism, and that is not very closely aligned with 
>>the security services that IPsec offers.
>
>The phrase "rate limiting authentication mechanism" isn't clearly 
>defined (or I'm unaware of this definition) but if you mean 
>something that can effectively rate limit unauthentic traffic to 
>very low levels without impacting authentic traffic, we are in 
>agreement. Now obviously we can't immediately rule out any synergy 
>between the simple authentication mechanism and the full-fledged one 
>that IPsec provides... And in practice I think it's safe to assume 
>(or mandate) that the new scheme will always be used together with 
>ESP authentication or AH.

Agreed.

>
>>So I do not think it likely that we will add this sort of facility, 
>>even as an option, to AH or ESP (said the editor of those 
>>documents).
>
>I don't care all that much what goes in which document, but I'd hate 
>to see this take up unneeded space in the headers. Also, the 
>hardware builders are probably not going to like this as option 
>processing uses up silicon. This wouldn't be a problem for linecards 
>implementing this, but the packets must also be forwarded using the 
>fast path in routers that don't implement this, unless we can be 
>positive that packets containing this option never traverse any 
>routers in the middle. (Which we can't for iBGP.)

Only the destination router needs to look at these values, not 
intermediate routers.


>>Finally, the really hard problem we face is the (re)initialization 
>>protocol. This is a difficult problem to solve, since we want to 
>>minimize the opportunity for DoS attacks at both ends (so that we 
>>can use this between routers, not just between a management station 
>>and a router), to a greater extent that existing protocols like IKE 
>>(v2).
>
>Does IKE have explicit support for negotiation in the presence of DoS?
>
>I guess what we need for this is for the two endpoints to establish 
>some bootstrapping authentication state without actually 
>communicating. This should be doable in the presence of a pre-shared 
>key for this purpose along with something that changes over time in 
>a predictable way (such as the clock...).

IKE embodies mechanisms to make IT less susceptible to certain forms 
of DoS attacks. ESP is engineered to be able to process packets in a 
fashion to minimize opportunities for DoS, but not to the extent that 
we are discussing here.

It's not that the endpoints ought not communicate to establish fresh 
state (that would be a neat trick!). rather, we want the 
communication to be such that the responder to a re-init request to 
expend minimal effort, to avoid using this sort of request as yet 
another form of DoS. We can ensure (via an extra round trip) that we 
are having an exchange with a live partner (to reject replays) and we 
can ensure that after doing a crypto operation that the partner is 
who it claims to be.

Steve
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Subject: Re: [RPSEC] rate limiting management traffic, redux
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On vrijdag, apr 25, 2003, at 19:41 Europe/Amsterdam, Stephen Kent wrote:

>>> Well, having invented this particular wheel, I am comfortable saying 
>>> that the sequence number and windowing mechanisms should be reused, 
>>> but nothing else :-)

>> Any particular reason for this?

> Yes, as I noted, ESP or AH compute integrity checks over payloads, 
> whereas ll we need for rate limiting is a function computed over a 
> secret value and a sequence number. That means that we can perform a 
> much faster computation, with an equivalent level of security 
> (relative to working back to find the key). Thus it makes sense to 
> explore this approach vs. just saying "implement a line-rate capable 
> IPsec chip on each interface."

I agree here, but that's not that I was getting at. What I meant was 
that it makes sense to somehow make this new scheme part of the larger 
world of IPsec rather than create a new, independent protocol that 
handles this.

>> I don't care all that much what goes in which document, but I'd hate 
>> to see this take up unneeded space in the headers. Also, the hardware 
>> builders are probably not going to like this as option processing 
>> uses up silicon. This wouldn't be a problem for linecards 
>> implementing this, but the packets must also be forwarded using the 
>> fast path in routers that don't implement this, unless we can be 
>> positive that packets containing this option never traverse any 
>> routers in the middle. (Which we can't for iBGP.)

> Only the destination router needs to look at these values, not 
> intermediate routers.

I talked to some vendors at the IETF meeting in Atlanta and they told 
me that due to the fact that customers demand filtering on TCP/UDP port 
numbers on all interfaces, their IPv6 ASICs must support following the 
protocol chain to find the TCP/UDP header, and for this they must know 
about all the intermediate option headers to some extent, even though 
the router isn't supposed to look at these. This means that having 
"strange" options in an IPv6 packet will make said packet take the slow 
(software) path.

So if you want to implement an IPv6 option, be sure to consult with a 
good number of vendors first to make sure you're not shooting yourself 
in the foot. Hopefully this problem will go away at some point but I 
gather it's very real now.

I just now realized that we might be talking IPv4 and not IPv6 here.  
:-)

Another way to do this what would work in both IPv4 and IPv6 is 
encapsulate the whole thing in UDP...

>>> Finally, the really hard problem we face is the (re)initialization 
>>> protocol.

>> I guess what we need for this is for the two endpoints to establish 
>> some bootstrapping authentication state without actually 
>> communicating. This should be doable in the presence of a pre-shared 
>> key for this purpose along with something that changes over time in a 
>> predictable way (such as the clock...).

> It's not that the endpoints ought not communicate to establish fresh 
> state (that would be a neat trick!). rather, we want the communication 
> to be such that the responder to a re-init request to expend minimal 
> effort, to avoid using this sort of request as yet another form of 
> DoS. We can ensure (via an extra round trip) that we are having an 
> exchange with a live partner (to reject replays) and we can ensure 
> that after doing a crypto operation that the partner is who it claims 
> to be.

However, if a box goes down and the correspondent is still doing 
accelerated pre-authentication, the session re-establishement packets 
probably won't make it through to the CPU. NOT having the pre-auth 
isn't an attractive option as an attacker can now saturate the path to 
the CPU.

But maybe we don't really have to solve this. Would it be extremely 
hard to implement a feature that automatically stops traffic being 
_routed_ towards a router or management station if the management or 
routing session with this station is down? (Locally source packet 
should still be allowed through so sessions can be reestablished.)

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Date: Fri, 25 Apr 2003 16:22:15 -0400
To: Iljitsch van Beijnum <iljitsch@muada.com>
From: Stephen Kent <kent@bbn.com>
Subject: Re: [RPSEC] rate limiting management traffic, redux
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At 9:49 PM +0200 4/25/03, Iljitsch van Beijnum wrote:
>>...
>
>I agree here, but that's not that I was getting at. What I meant was 
>that it makes sense to somehow make this new scheme part of the 
>larger world of IPsec rather than create a new, independent protocol 
>that handles this.

OK, I understand. Let me say why I think it is very unlikely for that 
to happen. IPsec is trying to remove complexity from implementations, 
whereas adding this functionality would add complexity. Moreover, the 
rate-limiting goal for this mechanism is not one that the IPsec WG, 
or most IPsec customers, see as relevant to the overall set of 
security features that IPsec offers. Thus I doubt that IPsec would 
add this feature.

>
>>>I don't care all that much what goes in which document, but I'd 
>>>hate to see this take up unneeded space in the headers. Also, the 
>>>hardware builders are probably not going to like this as option 
>>>processing uses up silicon. This wouldn't be a problem for 
>>>linecards implementing this, but the packets must also be 
>>>forwarded using the fast path in routers that don't implement 
>>>this, unless we can be positive that packets containing this 
>>>option never traverse any routers in the middle. (Which we can't 
>>>for iBGP.)
>
>>Only the destination router needs to look at these values, not 
>>intermediate routers.
>
>I talked to some vendors at the IETF meeting in Atlanta and they 
>told me that due to the fact that customers demand filtering on 
>TCP/UDP port numbers on all interfaces, their IPv6 ASICs must 
>support following the protocol chain to find the TCP/UDP header, and 
>for this they must know about all the intermediate option headers to 
>some extent, even though the router isn't supposed to look at these. 
>This means that having "strange" options in an IPv6 packet will make 
>said packet take the slow (software) path.
>
>So if you want to implement an IPv6 option, be sure to consult with 
>a good number of vendors first to make sure you're not shooting 
>yourself in the foot. Hopefully this problem will go away at some 
>point but I gather it's very real now.

OK. Then we just need to be defined as "not strange" :-)

>I just now realized that we might be talking IPv4 and not IPv6 here.  :-)
>
>Another way to do this what would work in both IPv4 and IPv6 is 
>encapsulate the whole thing in UDP...

yes, that might be an option.

>
>>>>Finally, the really hard problem we face is the 
>>>>(re)initialization protocol.
>
>>>I guess what we need for this is for the two endpoints to 
>>>establish some bootstrapping authentication state without actually 
>>>communicating. This should be doable in the presence of a 
>>>pre-shared key for this purpose along with something that changes 
>>>over time in a predictable way (such as the clock...).
>
>>It's not that the endpoints ought not communicate to establish 
>>fresh state (that would be a neat trick!). rather, we want the 
>>communication to be such that the responder to a re-init request to 
>>expend minimal effort, to avoid using this sort of request as yet 
>>another form of DoS. We can ensure (via an extra round trip) that 
>>we are having an exchange with a live partner (to reject replays) 
>>and we can ensure that after doing a crypto operation that the 
>>partner is who it claims to be.
>
>However, if a box goes down and the correspondent is still doing 
>accelerated pre-authentication, the session re-establishement 
>packets probably won't make it through to the CPU. NOT having the 
>pre-auth isn't an attractive option as an attacker can now saturate 
>the path to the CPU.
>
>But maybe we don't really have to solve this. Would it be extremely 
>hard to implement a feature that automatically stops traffic being 
>_routed_ towards a router or management station if the management or 
>routing session with this station is down? (Locally source packet 
>should still be allowed through so sessions can be reestablished.)

since a correspondent does not always know when its peer has crashed 
and recovered, our goal is to have a way to re-initialize without 
involving the CPU, to avoid the problems you cite.

Steve
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Subject: Re: [RPSEC] rate limiting management traffic, redux
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On vrijdag, apr 25, 2003, at 22:22 Europe/Amsterdam, Stephen Kent wrote:

>> I agree here, but that's not that I was getting at. What I meant was 
>> that it makes sense to somehow make this new scheme part of the 
>> larger world of IPsec rather than create a new, independent protocol 
>> that handles this.

> OK, I understand. Let me say why I think it is very unlikely for that 
> to happen. IPsec is trying to remove complexity from implementations, 
> whereas adding this functionality would add complexity.

Ok, not doing this is less complex than doing it. The real question is 
whether implementing the pre-authentication is more complex with or 
without IPsec. I think it could very well be the former.

>> So if you want to implement an IPv6 option, be sure to consult with a 
>> good number of vendors first to make sure you're not shooting 
>> yourself in the foot. Hopefully this problem will go away at some 
>> point but I gather it's very real now.

> OK. Then we just need to be defined as "not strange" :-)

Good luck doing that for the installed base.  (-:

>> But maybe we don't really have to solve this. Would it be extremely 
>> hard to implement a feature that automatically stops traffic being 
>> _routed_ towards a router or management station if the management or 
>> routing session with this station is down? (Locally source packet 
>> should still be allowed through so sessions can be reestablished.)

> since a correspondent does not always know when its peer has crashed 
> and recovered, our goal is to have a way to re-initialize without 
> involving the CPU, to avoid the problems you cite.

Re-initialize without involving the CPU... Talk about neat tricks!

Detecting failures is usually done with periodic keepalives. I don't 
see why this can't work here.

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At 5:21 PM +0200 4/28/03, Iljitsch van Beijnum wrote:
>On vrijdag, apr 25, 2003, at 22:22 Europe/Amsterdam, Stephen Kent wrote:
>
>>>I agree here, but that's not that I was getting at. What I meant 
>>>was that it makes sense to somehow make this new scheme part of 
>>>the larger world of IPsec rather than create a new, independent 
>>>protocol that handles this.
>
>>OK, I understand. Let me say why I think it is very unlikely for 
>>that to happen. IPsec is trying to remove complexity from 
>>implementations, whereas adding this functionality would add 
>>complexity.
>
>Ok, not doing this is less complex than doing it. The real question 
>is whether implementing the pre-authentication is more complex with 
>or without IPsec. I think it could very well be the former.

I don't see why you say this. The only thing we are reusing from 
IPsec is the anti-replay mechanism.  The authentication tag is not 
really related to what we do in AH or ESP.

>
>>>So if you want to implement an IPv6 option, be sure to consult 
>>>with a good number of vendors first to make sure you're not 
>>>shooting yourself in the foot. Hopefully this problem will go away 
>>>at some point but I gather it's very real now.
>
>>OK. Then we just need to be defined as "not strange" :-)
>
>Good luck doing that for the installed base.  (-:

Well, as you suggested, the best bet is probably to encapsulate the 
traffic, so that intermediate systems do not see any reason to 
examine the packets more closely.

>
>>>But maybe we don't really have to solve this. Would it be 
>>>extremely hard to implement a feature that automatically stops 
>>>traffic being _routed_ towards a router or management station if 
>>>the management or routing session with this station is down? 
>>>(Locally source packet should still be allowed through so sessions 
>>>can be reestablished.)
>
>>since a correspondent does not always know when its peer has 
>>crashed and recovered, our goal is to have a way to re-initialize 
>>without involving the CPU, to avoid the problems you cite.
>
>Re-initialize without involving the CPU... Talk about neat tricks!
>
>Detecting failures is usually done with periodic keepalives. I don't 
>see why this can't work here.

Your observation suggests a possible, hybrid approach. For peer 
router management communication (e.g., BGP), one could rely on higher 
level detection of failure as a precursor to initiating a response to 
a resynch message. But for management communication between a router 
and a management station, where we don't have as good info about 
router status, we might be more willing to process a resynch, because 
the management station has the resources to devote to this.

Steve


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