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Linux/Documentation/filesystems/ubifs-authentication.rst

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  1 .. SPDX-License-Identifier: GPL-2.0
  2 
  3 .. UBIFS Authentication
  4 .. sigma star gmbh
  5 .. 2018
  6 
  7 ============================
  8 UBIFS Authentication Support
  9 ============================
 10 
 11 Introduction
 12 ============
 13 
 14 UBIFS utilizes the fscrypt framework to provide confidentiality for file
 15 contents and file names. This prevents attacks where an attacker is able to
 16 read contents of the filesystem on a single point in time. A classic example
 17 is a lost smartphone where the attacker is unable to read personal data stored
 18 on the device without the filesystem decryption key.
 19 
 20 At the current state, UBIFS encryption however does not prevent attacks where
 21 the attacker is able to modify the filesystem contents and the user uses the
 22 device afterwards. In such a scenario an attacker can modify filesystem
 23 contents arbitrarily without the user noticing. One example is to modify a
 24 binary to perform a malicious action when executed [DMC-CBC-ATTACK]. Since
 25 most of the filesystem metadata of UBIFS is stored in plain, this makes it
 26 fairly easy to swap files and replace their contents.
 27 
 28 Other full disk encryption systems like dm-crypt cover all filesystem metadata,
 29 which makes such kinds of attacks more complicated, but not impossible.
 30 Especially, if the attacker is given access to the device multiple points in
 31 time. For dm-crypt and other filesystems that build upon the Linux block IO
 32 layer, the dm-integrity or dm-verity subsystems [DM-INTEGRITY, DM-VERITY]
 33 can be used to get full data authentication at the block layer.
 34 These can also be combined with dm-crypt [CRYPTSETUP2].
 35 
 36 This document describes an approach to get file contents _and_ full metadata
 37 authentication for UBIFS. Since UBIFS uses fscrypt for file contents and file
 38 name encryption, the authentication system could be tied into fscrypt such that
 39 existing features like key derivation can be utilized. It should however also
 40 be possible to use UBIFS authentication without using encryption.
 41 
 42 
 43 MTD, UBI & UBIFS
 44 ----------------
 45 
 46 On Linux, the MTD (Memory Technology Devices) subsystem provides a uniform
 47 interface to access raw flash devices. One of the more prominent subsystems that
 48 work on top of MTD is UBI (Unsorted Block Images). It provides volume management
 49 for flash devices and is thus somewhat similar to LVM for block devices. In
 50 addition, it deals with flash-specific wear-leveling and transparent I/O error
 51 handling. UBI offers logical erase blocks (LEBs) to the layers on top of it
 52 and maps them transparently to physical erase blocks (PEBs) on the flash.
 53 
 54 UBIFS is a filesystem for raw flash which operates on top of UBI. Thus, wear
 55 leveling and some flash specifics are left to UBI, while UBIFS focuses on
 56 scalability, performance and recoverability.
 57 
 58 ::
 59 
 60         +------------+ +*******+ +-----------+ +-----+
 61         |            | * UBIFS * | UBI-BLOCK | | ... |
 62         | JFFS/JFFS2 | +*******+ +-----------+ +-----+
 63         |            | +-----------------------------+ +-----------+ +-----+
 64         |            | |              UBI            | | MTD-BLOCK | | ... |
 65         +------------+ +-----------------------------+ +-----------+ +-----+
 66         +------------------------------------------------------------------+
 67         |                  MEMORY TECHNOLOGY DEVICES (MTD)                 |
 68         +------------------------------------------------------------------+
 69         +-----------------------------+ +--------------------------+ +-----+
 70         |         NAND DRIVERS        | |        NOR DRIVERS       | | ... |
 71         +-----------------------------+ +--------------------------+ +-----+
 72 
 73             Figure 1: Linux kernel subsystems for dealing with raw flash
 74 
 75 
 76 
 77 Internally, UBIFS maintains multiple data structures which are persisted on
 78 the flash:
 79 
 80 - *Index*: an on-flash B+ tree where the leaf nodes contain filesystem data
 81 - *Journal*: an additional data structure to collect FS changes before updating
 82   the on-flash index and reduce flash wear.
 83 - *Tree Node Cache (TNC)*: an in-memory B+ tree that reflects the current FS
 84   state to avoid frequent flash reads. It is basically the in-memory
 85   representation of the index, but contains additional attributes.
 86 - *LEB property tree (LPT)*: an on-flash B+ tree for free space accounting per
 87   UBI LEB.
 88 
 89 In the remainder of this section we will cover the on-flash UBIFS data
 90 structures in more detail. The TNC is of less importance here since it is never
 91 persisted onto the flash directly. More details on UBIFS can also be found in
 92 [UBIFS-WP].
 93 
 94 
 95 UBIFS Index & Tree Node Cache
 96 ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 97 
 98 Basic on-flash UBIFS entities are called *nodes*. UBIFS knows different types
 99 of nodes. Eg. data nodes (``struct ubifs_data_node``) which store chunks of file
100 contents or inode nodes (``struct ubifs_ino_node``) which represent VFS inodes.
101 Almost all types of nodes share a common header (``ubifs_ch``) containing basic
102 information like node type, node length, a sequence number, etc. (see
103 ``fs/ubifs/ubifs-media.h`` in kernel source). Exceptions are entries of the LPT
104 and some less important node types like padding nodes which are used to pad
105 unusable content at the end of LEBs.
106 
107 To avoid re-writing the whole B+ tree on every single change, it is implemented
108 as *wandering tree*, where only the changed nodes are re-written and previous
109 versions of them are obsoleted without erasing them right away. As a result,
110 the index is not stored in a single place on the flash, but *wanders* around
111 and there are obsolete parts on the flash as long as the LEB containing them is
112 not reused by UBIFS. To find the most recent version of the index, UBIFS stores
113 a special node called *master node* into UBI LEB 1 which always points to the
114 most recent root node of the UBIFS index. For recoverability, the master node
115 is additionally duplicated to LEB 2. Mounting UBIFS is thus a simple read of
116 LEB 1 and 2 to get the current master node and from there get the location of
117 the most recent on-flash index.
118 
119 The TNC is the in-memory representation of the on-flash index. It contains some
120 additional runtime attributes per node which are not persisted. One of these is
121 a dirty-flag which marks nodes that have to be persisted the next time the
122 index is written onto the flash. The TNC acts as a write-back cache and all
123 modifications of the on-flash index are done through the TNC. Like other caches,
124 the TNC does not have to mirror the full index into memory, but reads parts of
125 it from flash whenever needed. A *commit* is the UBIFS operation of updating the
126 on-flash filesystem structures like the index. On every commit, the TNC nodes
127 marked as dirty are written to the flash to update the persisted index.
128 
129 
130 Journal
131 ~~~~~~~
132 
133 To avoid wearing out the flash, the index is only persisted (*committed*) when
134 certain conditions are met (eg. ``fsync(2)``). The journal is used to record
135 any changes (in form of inode nodes, data nodes etc.) between commits
136 of the index. During mount, the journal is read from the flash and replayed
137 onto the TNC (which will be created on-demand from the on-flash index).
138 
139 UBIFS reserves a bunch of LEBs just for the journal called *log area*. The
140 amount of log area LEBs is configured on filesystem creation (using
141 ``mkfs.ubifs``) and stored in the superblock node. The log area contains only
142 two types of nodes: *reference nodes* and *commit start nodes*. A commit start
143 node is written whenever an index commit is performed. Reference nodes are
144 written on every journal update. Each reference node points to the position of
145 other nodes (inode nodes, data nodes etc.) on the flash that are part of this
146 journal entry. These nodes are called *buds* and describe the actual filesystem
147 changes including their data.
148 
149 The log area is maintained as a ring. Whenever the journal is almost full,
150 a commit is initiated. This also writes a commit start node so that during
151 mount, UBIFS will seek for the most recent commit start node and just replay
152 every reference node after that. Every reference node before the commit start
153 node will be ignored as they are already part of the on-flash index.
154 
155 When writing a journal entry, UBIFS first ensures that enough space is
156 available to write the reference node and buds part of this entry. Then, the
157 reference node is written and afterwards the buds describing the file changes.
158 On replay, UBIFS will record every reference node and inspect the location of
159 the referenced LEBs to discover the buds. If these are corrupt or missing,
160 UBIFS will attempt to recover them by re-reading the LEB. This is however only
161 done for the last referenced LEB of the journal. Only this can become corrupt
162 because of a power cut. If the recovery fails, UBIFS will not mount. An error
163 for every other LEB will directly cause UBIFS to fail the mount operation.
164 
165 ::
166 
167        | ----    LOG AREA     ---- | ----------    MAIN AREA    ------------ |
168 
169         -----+------+-----+--------+----   ------+-----+-----+---------------
170         \    |      |     |        |   /  /      |     |     |               \
171         / CS |  REF | REF |        |   \  \ DENT | INO | INO |               /
172         \    |      |     |        |   /  /      |     |     |               \
173          ----+------+-----+--------+---   -------+-----+-----+----------------
174                  |     |                  ^            ^
175                  |     |                  |            |
176                  +------------------------+            |
177                        |                               |
178                        +-------------------------------+
179 
180 
181                 Figure 2: UBIFS flash layout of log area with commit start nodes
182                           (CS) and reference nodes (REF) pointing to main area
183                           containing their buds
184 
185 
186 LEB Property Tree/Table
187 ~~~~~~~~~~~~~~~~~~~~~~~
188 
189 The LEB property tree is used to store per-LEB information. This includes the
190 LEB type and amount of free and *dirty* (old, obsolete content) space [1]_ on
191 the LEB. The type is important, because UBIFS never mixes index nodes with data
192 nodes on a single LEB and thus each LEB has a specific purpose. This again is
193 useful for free space calculations. See [UBIFS-WP] for more details.
194 
195 The LEB property tree again is a B+ tree, but it is much smaller than the
196 index. Due to its smaller size it is always written as one chunk on every
197 commit. Thus, saving the LPT is an atomic operation.
198 
199 
200 .. [1] Since LEBs can only be appended and never overwritten, there is a
201    difference between free space ie. the remaining space left on the LEB to be
202    written to without erasing it and previously written content that is obsolete
203    but can't be overwritten without erasing the full LEB.
204 
205 
206 UBIFS Authentication
207 ====================
208 
209 This chapter introduces UBIFS authentication which enables UBIFS to verify
210 the authenticity and integrity of metadata and file contents stored on flash.
211 
212 
213 Threat Model
214 ------------
215 
216 UBIFS authentication enables detection of offline data modification. While it
217 does not prevent it, it enables (trusted) code to check the integrity and
218 authenticity of on-flash file contents and filesystem metadata. This covers
219 attacks where file contents are swapped.
220 
221 UBIFS authentication will not protect against rollback of full flash contents.
222 Ie. an attacker can still dump the flash and restore it at a later time without
223 detection. It will also not protect against partial rollback of individual
224 index commits. That means that an attacker is able to partially undo changes.
225 This is possible because UBIFS does not immediately overwrites obsolete
226 versions of the index tree or the journal, but instead marks them as obsolete
227 and garbage collection erases them at a later time. An attacker can use this by
228 erasing parts of the current tree and restoring old versions that are still on
229 the flash and have not yet been erased. This is possible, because every commit
230 will always write a new version of the index root node and the master node
231 without overwriting the previous version. This is further helped by the
232 wear-leveling operations of UBI which copies contents from one physical
233 eraseblock to another and does not atomically erase the first eraseblock.
234 
235 UBIFS authentication does not cover attacks where an attacker is able to
236 execute code on the device after the authentication key was provided.
237 Additional measures like secure boot and trusted boot have to be taken to
238 ensure that only trusted code is executed on a device.
239 
240 
241 Authentication
242 --------------
243 
244 To be able to fully trust data read from flash, all UBIFS data structures
245 stored on flash are authenticated. That is:
246 
247 - The index which includes file contents, file metadata like extended
248   attributes, file length etc.
249 - The journal which also contains file contents and metadata by recording changes
250   to the filesystem
251 - The LPT which stores UBI LEB metadata which UBIFS uses for free space accounting
252 
253 
254 Index Authentication
255 ~~~~~~~~~~~~~~~~~~~~
256 
257 Through UBIFS' concept of a wandering tree, it already takes care of only
258 updating and persisting changed parts from leaf node up to the root node
259 of the full B+ tree. This enables us to augment the index nodes of the tree
260 with a hash over each node's child nodes. As a result, the index basically also
261 a Merkle tree. Since the leaf nodes of the index contain the actual filesystem
262 data, the hashes of their parent index nodes thus cover all the file contents
263 and file metadata. When a file changes, the UBIFS index is updated accordingly
264 from the leaf nodes up to the root node including the master node. This process
265 can be hooked to recompute the hash only for each changed node at the same time.
266 Whenever a file is read, UBIFS can verify the hashes from each leaf node up to
267 the root node to ensure the node's integrity.
268 
269 To ensure the authenticity of the whole index, the UBIFS master node stores a
270 keyed hash (HMAC) over its own contents and a hash of the root node of the index
271 tree. As mentioned above, the master node is always written to the flash whenever
272 the index is persisted (ie. on index commit).
273 
274 Using this approach only UBIFS index nodes and the master node are changed to
275 include a hash. All other types of nodes will remain unchanged. This reduces
276 the storage overhead which is precious for users of UBIFS (ie. embedded
277 devices).
278 
279 ::
280 
281                              +---------------+
282                              |  Master Node  |
283                              |    (hash)     |
284                              +---------------+
285                                      |
286                                      v
287                             +-------------------+
288                             |  Index Node #1    |
289                             |                   |
290                             | branch0   branchn |
291                             | (hash)    (hash)  |
292                             +-------------------+
293                                |    ...   |  (fanout: 8)
294                                |          |
295                        +-------+          +------+
296                        |                         |
297                        v                         v
298             +-------------------+       +-------------------+
299             |  Index Node #2    |       |  Index Node #3    |
300             |                   |       |                   |
301             | branch0   branchn |       | branch0   branchn |
302             | (hash)    (hash)  |       | (hash)    (hash)  |
303             +-------------------+       +-------------------+
304                  |   ...                     |   ...   |
305                  v                           v         v
306                +-----------+         +----------+  +-----------+
307                | Data Node |         | INO Node |  | DENT Node |
308                +-----------+         +----------+  +-----------+
309 
310 
311            Figure 3: Coverage areas of index node hash and master node HMAC
312 
313 
314 
315 The most important part for robustness and power-cut safety is to atomically
316 persist the hash and file contents. Here the existing UBIFS logic for how
317 changed nodes are persisted is already designed for this purpose such that
318 UBIFS can safely recover if a power-cut occurs while persisting. Adding
319 hashes to index nodes does not change this since each hash will be persisted
320 atomically together with its respective node.
321 
322 
323 Journal Authentication
324 ~~~~~~~~~~~~~~~~~~~~~~
325 
326 The journal is authenticated too. Since the journal is continuously written
327 it is necessary to also add authentication information frequently to the
328 journal so that in case of a powercut not too much data can't be authenticated.
329 This is done by creating a continuous hash beginning from the commit start node
330 over the previous reference nodes, the current reference node, and the bud
331 nodes. From time to time whenever it is suitable authentication nodes are added
332 between the bud nodes. This new node type contains a HMAC over the current state
333 of the hash chain. That way a journal can be authenticated up to the last
334 authentication node. The tail of the journal which may not have a authentication
335 node cannot be authenticated and is skipped during journal replay.
336 
337 We get this picture for journal authentication::
338 
339     ,,,,,,,,
340     ,......,...........................................
341     ,. CS  ,               hash1.----.           hash2.----.
342     ,.  |  ,                    .    |hmac            .    |hmac
343     ,.  v  ,                    .    v                .    v
344     ,.REF#0,-> bud -> bud -> bud.-> auth -> bud -> bud.-> auth ...
345     ,..|...,...........................................
346     ,  |   ,
347     ,  |   ,,,,,,,,,,,,,,,
348     .  |            hash3,----.
349     ,  |                 ,    |hmac
350     ,  v                 ,    v
351     , REF#1 -> bud -> bud,-> auth ...
352     ,,,|,,,,,,,,,,,,,,,,,,
353        v
354       REF#2 -> ...
355        |
356        V
357       ...
358 
359 Since the hash also includes the reference nodes an attacker cannot reorder or
360 skip any journal heads for replay. An attacker can only remove bud nodes or
361 reference nodes from the end of the journal, effectively rewinding the
362 filesystem at maximum back to the last commit.
363 
364 The location of the log area is stored in the master node. Since the master
365 node is authenticated with a HMAC as described above, it is not possible to
366 tamper with that without detection. The size of the log area is specified when
367 the filesystem is created using `mkfs.ubifs` and stored in the superblock node.
368 To avoid tampering with this and other values stored there, a HMAC is added to
369 the superblock struct. The superblock node is stored in LEB 0 and is only
370 modified on feature flag or similar changes, but never on file changes.
371 
372 
373 LPT Authentication
374 ~~~~~~~~~~~~~~~~~~
375 
376 The location of the LPT root node on the flash is stored in the UBIFS master
377 node. Since the LPT is written and read atomically on every commit, there is
378 no need to authenticate individual nodes of the tree. It suffices to
379 protect the integrity of the full LPT by a simple hash stored in the master
380 node. Since the master node itself is authenticated, the LPTs authenticity can
381 be verified by verifying the authenticity of the master node and comparing the
382 LTP hash stored there with the hash computed from the read on-flash LPT.
383 
384 
385 Key Management
386 --------------
387 
388 For simplicity, UBIFS authentication uses a single key to compute the HMACs
389 of superblock, master, commit start and reference nodes. This key has to be
390 available on creation of the filesystem (`mkfs.ubifs`) to authenticate the
391 superblock node. Further, it has to be available on mount of the filesystem
392 to verify authenticated nodes and generate new HMACs for changes.
393 
394 UBIFS authentication is intended to operate side-by-side with UBIFS encryption
395 (fscrypt) to provide confidentiality and authenticity. Since UBIFS encryption
396 has a different approach of encryption policies per directory, there can be
397 multiple fscrypt master keys and there might be folders without encryption.
398 UBIFS authentication on the other hand has an all-or-nothing approach in the
399 sense that it either authenticates everything of the filesystem or nothing.
400 Because of this and because UBIFS authentication should also be usable without
401 encryption, it does not share the same master key with fscrypt, but manages
402 a dedicated authentication key.
403 
404 The API for providing the authentication key has yet to be defined, but the
405 key can eg. be provided by userspace through a keyring similar to the way it
406 is currently done in fscrypt. It should however be noted that the current
407 fscrypt approach has shown its flaws and the userspace API will eventually
408 change [FSCRYPT-POLICY2].
409 
410 Nevertheless, it will be possible for a user to provide a single passphrase
411 or key in userspace that covers UBIFS authentication and encryption. This can
412 be solved by the corresponding userspace tools which derive a second key for
413 authentication in addition to the derived fscrypt master key used for
414 encryption.
415 
416 To be able to check if the proper key is available on mount, the UBIFS
417 superblock node will additionally store a hash of the authentication key. This
418 approach is similar to the approach proposed for fscrypt encryption policy v2
419 [FSCRYPT-POLICY2].
420 
421 
422 Future Extensions
423 =================
424 
425 In certain cases where a vendor wants to provide an authenticated filesystem
426 image to customers, it should be possible to do so without sharing the secret
427 UBIFS authentication key. Instead, in addition the each HMAC a digital
428 signature could be stored where the vendor shares the public key alongside the
429 filesystem image. In case this filesystem has to be modified afterwards,
430 UBIFS can exchange all digital signatures with HMACs on first mount similar
431 to the way the IMA/EVM subsystem deals with such situations. The HMAC key
432 will then have to be provided beforehand in the normal way.
433 
434 
435 References
436 ==========
437 
438 [CRYPTSETUP2]        https://www.saout.de/pipermail/dm-crypt/2017-November/005745.html
439 
440 [DMC-CBC-ATTACK]     https://www.jakoblell.com/blog/2013/12/22/practical-malleability-attack-against-cbc-encrypted-luks-partitions/
441 
442 [DM-INTEGRITY]       https://www.kernel.org/doc/Documentation/device-mapper/dm-integrity.rst
443 
444 [DM-VERITY]          https://www.kernel.org/doc/Documentation/device-mapper/verity.rst
445 
446 [FSCRYPT-POLICY2]    https://www.spinics.net/lists/linux-ext4/msg58710.html
447 
448 [UBIFS-WP]           http://www.linux-mtd.infradead.org/doc/ubifs_whitepaper.pdf

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