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Cryptographic Security Architecture

imaginaryNumber writes "Peter Gutmann distinguishes his renowned cryptographic library, cryptlib, from other security toolkits available by claiming it provides a 'coherent security model' that other toolkits omit. His criticism goes further to say that some security toolkits 'lack real security features altogether.' It comes as no surprise, then, that his recent book, Cryptographic Security Architecture: Design and Verification, is a 320-page paean documenting the coherence and the sure-footed construction of his security toolkit. I am a student of electronic privacy, cryptography, security, and mathematics, and I am an admirer of Peter Gutmann's work. He is prolific in the security field, and Gutmann's website at the University of Auckland is a good introduction to his work. I had the pleasure of meeting him recently in New Zealand, after he agreed to field some questions about his book. As you will read in my review, I highly recommend the book even though it has a handful of flaws. And while I have a great deal of respect for the author's work, I'm not ready to accept all of his ideas as gospel." Read on for the rest of imaginaryNumber's review. Cryptographic Security Architecture: Design and Verification author Peter Gutmann pages 320 publisher Springer-Verlag rating 8 reviewer imaginaryNumber ISBN 0387953876 summary A technical book about security architectures, verification techniques, and cryptographic software and hardware

Cryptographic Security Architecture is a technical book that focuses on security architectures, verification techniques, and cryptographic software and hardware. It is an excellent reference source that intricately captures the design process of a security toolkit that has been in use for several years across the globe. The security architecture presented in the book is platform-independent, but the book does touch on platform-specific issues when necessary, especially when cryptlib implementation details are described. The toolkit has been ported to a slew of platforms.

Even though the book and the toolkit benefit from each other's companionship, both can certainly stand alone. The reader doesn't have to be familiar with or even interested in cryptlib to gain from reading Cryptographic Security Architecture . In this review of the book I will keep toolkit discussion to a minimum. The semi-GPL cryptlib security toolkit is OSI-certified open source. The security toolkit includes an excellent user manual which is a formidable 310 pages.

The Passion of the Cryptographic Security Architecture

Cryptographic Security Architecture's first chapter covers the foundational software architecture and is a bit dull. I would hope that the target audience is familiar with basic subjects like object-oriented design and inter-object communications. Too much attention is given to what should have been prerequisite knowledge at the expense of security related matter. For instance, while Gutmann gives a lot of attention to basic object synchronisation (the Kiwi spelling, which is suitably preferred by him) he only alludes to a class of security issues involved with multi-threading. If you can make it through the first chapter, rest assured that Gutmann avoids this flaw in the rest of the book. To be fair, this back-to-basics review does well at underpinning the rest of the security architecture, even though it often reads like a software architecture primer.

The second chapter covers the security architecture, which features such things as permission-based access, least privilege and isolation, mediation, and other expected elements. The design goals include some common goals, like simplicity and efficient implementation. But three of the design goals represent the core philosophy of Gutmann's architecture: The separation of policy definition and enforcement mechanism, a verifiable design (practical vs. theoretical viability), and a flexible security policy.

The separation of the policy definition from the enforcement mechanism solves problems that exist in previous attempts at security architecture (e.g. some Orange Book-based systems hardcode the policy). One claimed benefit of separation is the reduction of complexity in the enforcement mechanism and the improved verifiability that simplicity brings. But I would argue that complexity has been shifted from the toolkit to the toolkit user, who can opt to configure their specialized security policy. What mechanism is going to be used to verify these user-defined policies? It's unlikely the toolkit user's policy will receive the scrutiny that the open source community bestows upon the factory bits.

But I may not fully understand the capabilities of the security policy scheme. Perhaps, when using Gutmann's cryptlib, it is impossible for the toolkit user to configure an incoherent policy. In George Orwell's 1984, the Party worked to deconstruct the English language so that only 'legal' speech could occur. As designed, Newspeak would make illegal statements unspeakable --- and in time, unthinkable. I'm unconvinced that Gutmann's security policy scheme is such a controlled means of expression, where only safe security policies can be spoken. Granted, one could always use the predefined policies, but this path undermines a chief design goal of the architecture: a flexible security policy.

Notwithstanding my nitpicking about the policy, the security architecture chapter is a good example of how the book shines. Gutmann covers in detail his design process and chocks the chapter full of references for the reader's further study. In all, there are almost 700 reference listings, which consume 15% of the book's 320 pages.

The policy definition scheme is followed by a detailed discussion of the security kernel implementation. (The kernel is the policy enforcement mechanism, referred to earlier.) Like most of the book, the writing is as dense as most detailed architectural designs and sometimes sleep-inducing. But Gutmann's writing style is clear, concise, and sometimes funny. Gutmann's writing talent makes even descriptions of "Access Control List for public-key/certificate access" and "Access Control List for an attribute that triggers an object state change" endurable.

Verification techniques for the security architecture are a major theme of the book. Anyone who has attempted to verify that software does what it was specified to do, especially in the security field, will find Gutmann's insights worthwhile reading. This is especially true for anyone who has ever done a Common Criteria-based evaluation, or a verification employing any of its ilk. Gutmann makes an excellent point about the semantic pitfalls of formal methods: "As with ISO 9000, it's possible to produce an arbitrarily bad product but still claim it's correct, since it complies with the paperwork."

Cryptographic Security Architecture also contains the obligatory chapter on random number generation. The chapter includes more of Gutmann's trademark insights. He discusses many software and hardware implementations, including the generators contained in: PGP (Pretty Good Privacy), /dev/random, ssh, Capstone / Fortezza, Intel Pentium III, Microsoft's CryptoAPI, cryptlib, and others. Random number generation flaws abound. For example, he discusses the flaws in the ssh and SSLeay/OpenSSL generators that make it possible to "...suck infinite amounts of state information out of [the random number generators] by repeatedly connecting to the server..."

Towards the end of the book, Gutmann includes a dessert-like discussion of hardware encryption modules. Gutmann's predilection for security hardware is evident as he writes about problems with crypto on end-user systems. This chapter includes all sorts of cryptographic hardware including the designed-for-hostile-environments HiDan embedded PC. One interesting technique to secure modules like the HiDan is to pour a hardening material (e.g. epoxy) into the chamber before sealing it shut.

Regarding the book's construction, while the references are excellent, the glossary and index are poor. Even if you rely on external sources for acronyms, as the author suggests, some of his acronyms are not included in the glossary. For instance, it took me awhile to determine that CMP stood for Certificate Mismanagement Protocol. The index is also oddly incomplete, considering Gutmann's otherwise good documentation habits.

Conclusion I expected Cryptographic Security Architecture to treat the topic of security architecture in a general way, offering many alternatives for designers to ponder while designing their own security architecture. The book does this, but often Gutmann whittles down the prudent design options to one, with most paths arriving at a single destination, namely Gutmann's cryptlib. Don't get me wrong: It's good to be decisive when faced with many architectural tradeoffs, and the ugly alternative is all too often design paralysis. And it's no surprise that cryptlib, according to Gutmann, contains the best architectural elements - he is the author of both the book and the toolkit. Still, the homage to cryptlib often made me unsure that a wide spectrum of design options had been considered: Did the security architecture spawn the cryptlib implementation, or did the implementation spawn the architecture?

To be clear, the strong points of the book (and concepts therein) far outnumber the weak ones, and I highly recommend it to anyone interested in security architectures, verification techniques, and cryptographic software and hardware in general. Simply put, the book is excellent and it should expand most reader's knowledge of cryptographic security.

You can purchase Cryptographic Security Architecture: Design and Verification from bn.com. Slashdot welcomes readers' book reviews -- to see your own review here, read the book review guidelines, then visit the submission page.

15 of 134 comments (clear)

  1. An interesting crypto library by WilliamsDA · · Score: 3, Informative

    Tom St. Denis has a nice crypto library at libtomcrypt.org. I like it, anyway.. it's worth a look :)

  2. Paean by Anonymous Coward · · Score: 5, Funny

    Had to look it up. Now I will never be quite sure if some is saying 'A pain in the ass' or a 'A paean in the ass'. They mean very different things.

  3. quick synopsis by spangineer · · Score: 4, Informative

    Quick synopsis of the book (if you don't have time to read the whole review):

    "A cryptographic security architecture constitutes the collection of hardware and software that protects encryption keys and other related security parameters from misuse. If the process used to generate the cryptographic code is insecure then even the most sophisticated protection mechanics will not do any good. This topic is extremely important, especially for "embedded"-hardware products and services like smart cards. The author offers a novel design that allows for a great deal of customization."

  4. Re:Reverse Security by namidim · · Score: 5, Interesting

    Relying on secret design to ensure security is what is known as seucrity through obscurity and is generally frowned upon by the security community the first thing you do when designing a secure system is assume that the attacker knows exactly how it is set up. In the case of ATMs if one designs the security around the attacker not knowing the design what happens when an ex-employee decides to make a quick buck?

  5. Re:Dear Gibson/Gutmann by grub · · Score: 3, Funny


    Isn't it The Passion of the Christ Security Architecture?

    J.C. was very well secured; those fancy nails has large, flat heads on them so he couldn't slip off. Rumour has it they were going to resort to washers before they found those.

    --
    Trolling is a art,
  6. Re:Reverse Security by Abcd1234 · · Score: 4, Insightful

    Umm, if you can reverse engineer a security device, and by doing this, defeat the security of that device, then the device wasn't secure to begin with.

    Okay, I'll put it another way. Everyone knows how to do DES. The math is quite well understood. However, this doesn't make DES any less secure. In fact, it makes it more secure, because people, due to the openness of DES, have been able to find flaws in the algorithm (such as weak key groups).

    Now, in the case of the ATM, if an ATM is designed such that breaking the machine open is sufficient to nullify the bank's security systems, then the bank needs to rethink how it's ATM's work, as their system isn't truly secure.

  7. Re:Reverse Security by taniwha · · Score: 3, Interesting
    Everyone knows how to do DES. The math is quite well understood. However, this doesn't make DES any less secure.

    exactly - in fact suppose I want to hack into an ATM - if I'm bright I'll certainly look at the open source ATM code ... and if it is indeed well designed and protected by lots of lovelly large primes that I don't know I'll probably look elsewhere. On the other hand Diebold's recent voting machine snafu's would probably have me looking long and hard at any ATM they make (or in my case be looking for a different bank to put my money in should my bank start using them)

  8. Re:Paean (yes it is funny) by fishybell · · Score: 4, Informative

    For all of those moderators out there that are unaware, the above post is indeed funny.

    From Dictionary.com:

    paean also pean
    n.

    1. A song of joyful praise or exultation.
    2. A fervent expression of joy or praise: "The art... was a paean to paganism" (Will Durant).
    3. An ancient Greek hymn of thanksgiving or invocation, especially to Apollo.

    So "A paean in the ass" or "A [fervent expression of joy] in the ass" is indeed very different from "a pain in the ass."

    --
    ><));>
  9. Cryptlib contains code that violates GPL by Puzzleer · · Score: 4, Interesting

    The funny thing is that Cryptlib is supposedly GPL, but it contains cryptography code by Eric Young (author of the original ssleay that became OpenSSL). Eric Young's code has an advertising clause. Hence, some of the code in the supposedly GPL'd cryptlib violates the GPL.

    1. Re:Cryptlib contains code that violates GPL by tomstdenis · · Score: 4, Insightful

      oh, sorry my bad. You're right I am an asshole.

      --
      Someday, I'll have a real sig.
  10. Re:Reverse Security by Neil+Blender · · Score: 5, Funny

    I'm halfway there. Your IP is 127.0.0.1, right? I'm about to fuck your box to high heaven.

  11. Self Promotion, and Incoherent Policies by Sensitive+Claude · · Score: 5, Insightful

    His criticism goes further to say that some security toolkits 'lack real security features altogether.' It comes as no surprise, then, that his recent book... is a 320-page paean documenting... his (own) security toolkit.

    Wouldn't it be more helpful, not to mention better motivation to purchase his own security toolkit, if he were to go into more detail of what is wrong with other toolkits than just saying they 'lack real security features altogether.'

    Why not write a short critique of other toolkits, ideally explaing advantages and disadvantages each one has..... or is this not supposed to be a book on Security in general, but just documentation on his own toolkit?

    I suppose even if you don't want to buy his toolkit you can get ideas from reading about it.

    But I may not fully understand the capabilities of the security policy scheme. Perhaps, when using Gutmann's cryptlib, it is impossible for the toolkit user to configure an incoherent policy. In George Orwell's 1984, the Party worked to deconstruct the English language so that only 'legal' speech could occur. As designed, Newspeak would make illegal statements unspeakable --- and in time, unthinkable. I'm unconvinced that Gutmann's security policy scheme is such a controlled means of expression, where only safe security policies can be spoken. Granted, one could always use the predefined policies, but this path undermines a chief design goal of the architecture: a flexible security policy.

    Problem with this is that Managment who don't understand the software are often making the decisions, and that is why there are incoherent policies. Maybe if you have pre-defined policies to work with, all of which will work, then Management can choose from the pre-defined policy, resulting in much less hair pulling frustration to the admin.

    --
    Promote Sensitivity on Slashdot, make me your friend.
  12. Crypto only as safe as the math under it by G4from128k · · Score: 5, Informative

    Having not read this book, I don't know if the author addresses the issue, but one key potential weakness in many crypto systems is the math at the core of them. Although the difficulating in cracking many crypto systems scales exponentially with the number of bits in the key, no one can gaurantee that a given size key is intractable. The formula for the time required is a*b^N, but nobody can gaurantee that a and b aren't small numbers.

    If some mathematician creates an easy way to factor large numbers (and they have been finding better and better ways to do this), then systems like RSA become vulnerable even if they use umpteen bits. Any math-based crypto system faces this challenge. Ironically, the strength of the system is, in part, based on the weakness of out understand of the math. Unless someone can prove that a lower bounds exists, the system is of unknown uncrackability.

    --
    Two wrongs don't make a right, but three lefts do.
  13. Working on it... by Coryoth · · Score: 4, Informative

    The second chapter covers the security architecture, which features such things as permission-based access, least privilege and isolation, mediation, and other expected elements. ... But three of the design goals represent the core philosophy of Gutmann's architecture: The separation of policy definition and enforcement mechanism, a verifiable design (practical vs. theoretical viability), and a flexible security policy.

    It is worth noting that this is exactly what SELinux from the NSA was seeking to apply to Linux at a kernel level. The principle is to confine all user programs and system daemons to an absolute minimum required level of access. That is there is an access manager in the kernel that mediates requests. In turn, there is a policy manager (seperate from the access manager) that maintains policy. Effectively the access manager queries the policy manager and then applies whatever access decision the policy manager returns. This means buffer overflows don't get you anywhere - there is no root account with universal access to exploit!

    The system is, in fact, even more flexible than that - seperate access managers exist for processes, filesystem access, and IPC (socket or System V), but the hooks are provided in a way that this is completely modular, and new access managers can be added/written for whatever else you want to control (database access for instance).

    The point is, a very fine, well thought out, secure system for access conrol has already been implemented for Linux (and has been folded into the 2.6 kernel). People ought to be using it! If you're running a 2.6 kernel, see if you've got LSM compiled in, if not, do a recompile to include it. Example policies can be found here, and policy management tools (even GUI ones) can be found here. If you're serious about security, the you ought to to be using this stuff. If you're not serious about security, use it anyway and help make Linux as secure as we like to pretend it is.

    Jedidiah.

  14. Re:Reverse Security by quetzalc0atl · · Score: 3, Insightful

    this may be true of algorithms, but you may still want to keep the implementation secret.

    most practical attacks utilize flaws in the implementation, not the algorithms.

    to use the atm analogy, most atms use hardware that is protected by anti-reverse engineering schemes such as X-ray detectors, temperature detectors (to prevent someone from freezing the memory cells - which can sometimes keep data around for up to several weeks!), and a +-ground mesh that has been potted in polymer resin. a short in any of the things will erase the keying material in SRAM.

    in other words...alot of work and money has gone into keeping the hardware secure, not the kind of thing that is "open source"! altho the crypto algorithms themselves, as you have pointed out, are better served by having peer review and full disclosure.