ceph/doc/dev/session_authentication.rst

==============================================
Session Authentication for the Cephx Protocol
==============================================
Peter Reiher
7/30/12

The original Cephx protocol authenticated the client to the authenticator and set up a session 
key used to authenticate the client to the server it needs to talk to.  It did not, however,
authenticate the ongoing messages between the client and server.  Based on the fact that they
share a secret key, these ongoing session messages can be easily authenticated by using the
key to sign the messages.  

This document describes changes to the code that allow such ongoing session authentication.
The changes allow for future changes that permit other authentication protocols (and the 
existing null NONE and UNKNOWN protocols) to handle signatures, but the only protocol that 
actually does signatures, at the time of the writing, is the Cephx protocol.

Introduction
-------------

This code comes into play after the Cephx protocol has completed.  At this point, the client and
server share a secret key.  This key will be used for authentication.  For other protocols, there
may or may not be such a key in place, and perhaps the actual procedures used to perform 
signing will be different, so the code is written to be general.

The "session" here is represented by an established pipe.  For such pipes, there should be a
``session\_security`` structure attached to the pipe.  Whenever a message is to be sent on the
pipe, code that handles the signature for this kind of session security will be called.  On the
other end of the pipe, code that checks this kind of session security's message signatures will
be called.  Messages that fail the signature check will not be processed further.  That implies
that the sender had better be in agreement with the receiver on the session security being used,
since otherwise messages will be uniformly dropped between them.

The code is also prepared to handle encryption and decryption of session messages, which would
add secrecy to the integrity provided by the signatures.  No protocol currently implemented
encrypts the ongoing session messages, though.

For this functionality to work, several steps are required.  First, the sender and receiver must have 
a successful run of the cephx protocol to establish a shared key.  They must store that key somewhere
that the pipe can get at later, to permit messages to be signed with it.  Sent messages must be
signed, and received messages must have their signatures checked.

The signature could be computed in a variety of ways, but currently its size is limited to 64 bits.
A message's signature is placed in its footer, in a field called ``sig``.

The signature code in Cephx can be turned on and off at runtime, using a Ceph boolean option called 
``cephx\_sign\_messages``.  It is currently set to false, by default, so no messages will be signed.  It
must be changed to true to cause signatures to be calculated and checked.

Storing the Key
---------------

The key is needed to create signatures on the sending end and check signatures on the receiving end.
In the future, if asymmetric crypto is an option, it's possible that two keys (a private one for
this end of the pipe and a public one for the other end) would need to be stored. At this time,
messages going in both directions will be signed with the same key, so only that key needs to be
saved.

The key is saved when the pipe is established.  On the client side, this happens in ``connect()``,
which is located in ``msg/Pipe.cc``.  The key is obtained from a run of the Cephx protocol,
which results in a successfully checked authorizer structure.  If there is such an authorizer
available, the code calls ``get\_auth\_session\_handler()`` to create a new authentication session handler
and stores it in the pipe data structure.  On the server side, a similar thing is done in 
``accept()`` after the authorizer provided by the client has been verified.

Once these things are done on either end of the connection, session authentication can start.

These routines (``connect()`` and ``accept()``) are also used to handle situations where a new 
session is being set up.  At this stage, no authorizer has been created yet, so there's no key.
Special cases in the code that calls the signature code skip these calls when the 
``CEPH\_AUTH\_UNKNOWN`` protocol is in use.  This protocol label is on the pre-authorizer
messages in a session, indicating that negotiation on an authentication protocol is ongoing and
thus signature is not possible.  There will be a reliable authentication operation later in this 
session before anything sensitive should be passed, so this is not a security problem.

Signing Messages
----------------

Messages are signed in the ``write\_message`` call located in ``msg/Pipe.cc``.  The actual
signature process is to encrypt the CRCs for the message using the shared key.  Thus, we must
defer signing until all CRCs have been computed.  The header CRC is computed last, so we
call ``sign\_message()`` as soon as we've calculated that CRC.  

``sign\_message()`` is a virtual function defined in ``auth/AuthSessionHandler.h``.  Thus,
a specific version of it must be written for each authentication protocol supported.  Currently,
only UNKNOWN, NONE and CEPHX are supported.  So there is a separate version of ``sign\_message()`` in
``auth/unknown/AuthUnknownSessionHandler.h``, ``auth/none/AuthNoneSessionHandler.h`` and 
``auth/cephx/CephxSessionHandler.cc``.  The UNKNOWN and NONE versions simply return 0, indicating 
success.

The CEPHX version is more extensive.  It is found in ``auth/cephx/CephxSessionHandler.cc``.  
The first thing done is to determine if the run time option to handle signatures (see above) is on.  
If not, the Cephx version of ``sign\_message()`` simply returns success without actually calculating 
a signature or inserting it into the message.

If the run time option is enabled, ``sign\_message()`` copies all of the message's CRCs (one from the
header and three from the footer) into a buffer.  It calls ``encode\_encrypt()`` on the buffer,
using the key obtained from the pipe's ``session\_security`` structure.  64 bits of the encrypted
result are put into the message footer's signature field and a footer flag is set to indicate that
the message was signed.  (This flag is a sanity check.  It is not regarded as definitive 
evidence that the message was signed.  The presence of a ``session\_security`` structure at the
receiving end requires a signature regardless of the value of this flag.)  If this all goes well,
``sign\_message()`` returns 0.  If there is a problem anywhere along the line and no signature
was computed, it returns ``SESSION\_SIGNATURE\_FAILURE``.

Checking Signatures 
-------------------

The signature is checked by a routine called ``check\_message\_signature()``.  This is also a
virtual function, defined in ``auth/AuthSessionHandler.h``.  So again there are specific versions
for supported authentication protocols, such as UNKNOWN, NONE and CEPHX.  Again, the UNKNOWN and
NONE versions are stored in ``auth/unknown/AuthUnknownSessionHandler.h`` and 
``auth/none/AuthNoneSessionHandler.h``, respectively, and again they simply return 0, indicating
success.

The CEPHX version of ``check\_message\_signature()`` performs a real signature check.  This routine 
(stored in ``auth/cephx/CephxSessionHandler.cc``) exits with success if the run time option has 
disabled signatures.  Otherwise, it takes the CRCs from the header and footer, encrypts the result, 
and compares it to the signature stored in the footer.  Since an earlier routine has checked that
the CRCs actually match the contents of the message, it is unnecessary to recompute the CRCs
on the raw data in the message.  The encryption is performed with the same ``encode\_encrypt()``
routine used on the sending end, using the key stored in the local ``session\_security``
data structure.  

If everything checks out, the CEPHX routine returns 0, indicating succcess.  If there is a 
problem, the routine returns ``SESSION\_SIGNATURE\_FAILURE``.

Adding New Session Authentication Methods
-----------------------------------------

For the purpose of session authentication only (not the basic authentication of client and 
server currently performed by the Cephx protocol), in addition to adding a new protocol, that
protocol must have a ``sign\_message()`` routine and a ``check\_message\_signature`` routine.
These routines will take a message pointer as a parameter and return 0 on success.  The procedure
used to sign and check will be specific to the new method, but probably there will be a
``session\_security`` structure attached to the pipe that contains a cryptographic key.  This
structure will be either an ``AuthSessionHandler`` (found in ``auth/AuthSessionHandler.h``) 
or a structure derived from that type.

Adding Encryption to Sessions
-----------------------------

The existing code is partially, but not fully, set up to allow sessions to have their packets
encrypted.  Part of adding encryption would be similar to adding a new authentication method.
But one would also need to add calls to the encryption and decryption routines in ``write\_message()`` 
and ``read\_message()``.  These calls would probably go near where the current calls for
authentication are made.  You should consider whether you want to replace the existing calls
with something more general that does whatever the chosen form of session security requires,
rather than explicitly saying ``sign`` or ``encrypt``.

Session Security Statistics
---------------------------

The existing Cephx authentication code keeps statistics on how many messages were signed, how
many message signature were checked, and how many checks succeeded and failed.  It is prepared
to keep similar statistics on encryption and decryption.  These statistics can be accessed through
the call ``printAuthSessionHandlerStats`` in ``auth/AuthSessionHandler.cc``.  

If new authentication or encryption methods are added, they should include code that keeps these
statistics.