Internet DRAFT - draft-kang-core-secure-reconfiguration

draft-kang-core-secure-reconfiguration



CoRE Working Group                                          Namhi Kang 
Internet Draft                              Duksung Women's University 
Intended status: Standard Track                           Seung-Hun Oh 
Expires: August 11, 2014                                 Shimkwon Yoon 
                                                                  ETRI 
                                                     February 11, 2014 
                   
                                   
 
                                      
    Secure initial-key reconfiguration for resource constrained devices 
                 draft-kang-core-secure-reconfiguration-01 


                                      


Abstract 

   This document presents a secure method to configure a key for a 
   resource constrained node when it initially joins to network that is 
   currently in operation. The method is suited for a scenario, where 
   resource constrained nodes are interconnected with each other and 
   thus form a network called Internet of Things. It is assumed that 
   communications for all nodes are based on TCP/IP protocols and the 
   nodes use the constrained application protocol (CoAP). The presented 
   method does not cover all operations of secure bootstrapping for IoT 
   networks, but it is intended to securely support self-reconfiguration 
   of the pre-installed temporary key of joined node.  

    

Status of this Memo          

   This Internet-Draft is submitted to IETF in full conformance with the 
   provisions of BCP 78 and BCP 79. 

   Internet-Drafts are working documents of the Internet Engineering 
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   This Internet-Draft will expire on August 11, 2014. 

 
 
 
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Table of Contents 

    
   1. Introduction ................................................ 4 
   2. Terminology ................................................. 5 
   3. System Architecture ......................................... 7 
   4. Process Flow ................................................ 8 
   5. Security Considerations .................................... 10 
   6. IANA Considerations ........................................ 10 
   7. Acknowledgments ............................................ 11 
   8. References ................................................. 11 
      8.1. Normative References................................... 11 
      8.2. Informative References................................. 11 
    
































 
 
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1. Introduction 

   A rapidly growing number and various types of devices including smart 
   small things such as sensors and actuators are trying to connect with 
   Internet as time goes by. This draft presents a simple but efficient 
   approach to reconfigure a secure key for resource constrained small 
   things that are often defined as network nodes having 8 bit 
   processing microcontrollers with limited amounts of memory. The 
   network is also constrained one (e.g. 6LoWPAN having high packet 
   error rates and a typical throughput of 10s of kbit/s) [CoAP]. 

   Pre-shared key (PSK) based secure schemes are well known and 
   frequently used for various security services in Internet. All such 
   schemes strictly assume that the PSK is only known to two entities 
   involved in current security service. Consequently, the security of 
   the schemes are compromised if the assumption is broken. 

   However, it is still not clear how PSK of resource constrained node 
   can be initially configured in a secure manner in Internet of things 
   (IoT). Typically, things used for IoT might be manufactured and 
   installed by different subjects (simply person) [SecCons]. That is, 
   in general situation, a system administrator may make orders to 
   several different installers. After that, each of the installers 
   purchases one or more different set of things from one or more 
   different manufacturers. It is also unlikely that a single subject 
   installs all nodes used for a large application domain (e.g. all 
   nodes in huge building). 

   This draft considers a scenario, where nodes are initially configured 
   by an installer (or a manufacturer in some cases) during 
   bootstrapping phase (or manufacturing/factory configuration phase). 
   If secure credential including PSK is required to be configured in 
   this phase, the trust between installer (or manufacturer) and system 
   administrator is extremely important. However, this is not easy 
   process because manufacturer, installer and service provider do not 
   share a tight and trust relationships in general cases. Even if the 
   case is properly settled, there might be several secure threats and 
   vulnerabilities to be handled. 

   As a conceptual solution, this draft presents an initial setup method 
   that might be a part of secure bootstrapping scheme. The basic idea 
   of the method specified in this document is motivated from a lock of 
   suitcase. Simple and default password such as '0000' or '1234' is 
   initially setup on a lock of suitcase in selling. Owner can change 
   the password after purchasing. In our method, similarly, initial key 
 
 
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   of a node is configured by installer during bootstrapping phase. When 
   the node join to an existing network, the key (i.e. PSK) can be 
   securely reconfigured. 

    

2. Terminology 

   The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT", 
   "SHOULD", "SHOULD NOT", "RECOMMENDED", "NOT RECOMMENDED", "MAY", and 
   "OPTIONAL" in this document are to be interpreted as described in 
   [RFC2119] when they appear in ALL CAPS. These words may also appear 
   in this document in lower case as plain English words, absent their 
   normative meanings. 

   This draft uses notations and abbreviations as follows.  

   SBI(i) 

       Shorten abbreviation of a secure bootstrapping initiator i (i.e. 
       new node required to be reconfigured); it is a constrained device 
       having poor input/output interfaces.   

   SBR(c) 

       Shorten abbreviation of a secure bootstrapping respondent c; it 
       is generally regarded as a controller (not highly constrained) of 
       a service domain.  

   SBS(s) 

       Shorten abbreviation of a secure bootstrapping server s; it can 
       be an authenticated register or authentication server. 

   ID_A 

       Denoting 32bits identifier (ID) of entity A. 

   NID_A 

       Denoting network ID used for access to communication entity A; it 
       can be a socket ID (i.e. IPv4 or IPv6 address and port number). 

   RN_A 



 
 
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       Denoting 128bits integer used for a secure random number 
       generated by entity A; for example, a random number generated by 
       SBI is referred to as RN_i. 

   IK_N 

       Denoting 128bits symmetric key pre-installed by installer or 
       manufacturer for node N; the key is used for a partial 
       transaction of mutual authentication and derivation of PSK (see 
       section 4 in detail). 

   PSK 

       Shorten abbreviation of a 128bits pre-shared key derived from the 
       IK. The PSK is a shared key between a node and authenticated 
       register (or authentication server) in a specific service domain. 
       A PSK can be used to derive session keys for various security 
       protocols designed by service administrator (see [RFC4764] for 
       example).  

   TS 

       Denoting time stamp of operation; it enables sender (TS 
       generator) to inform timeliness and uniqueness to receiver. 

   SK_cs 

       Denoting a 128bits symmetric key shared between entity c and s. 

   ||  

       Notation used to denote concatenation of data. 

   V  

       Notation used to denote a logical operator Exclusive OR.  

   E(M, SK) 

       Denoting a function to encrypt a plain text 'M' by using a 
       symmetric key SK. 

   D(C, SK) 

       Denoting a function to decrypt a cipher text 'C' by using a 
       symmetric key SK. 

 
 
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   Other security related terminologies used in this document are based 
   on [RFC4949]. 

    

3. System Architecture 

   Secure bootstrapping is regarded as a difficult problem in Internet 
   of Things. This is mainly because lots of things connected to 
   Internet are resource constrained. Especially, user-device interfaces 
   they have are not enough for doing configurations manually by person 
   (i.e. inadequate or even no input/output equipment such as display or 
   keyboard).  

   As one of solutions, this document proposes a method which allows a 
   node to reconfigure a symmetric key (i.e. PSK) automatically upon 
   joining to existing network. After the reconfiguration phase, an 
   installer (or manufacturer) cannot read/modify/insert any 
   communication data even though he did initial pre-setup of secure 
   credential of communicating nodes. 

   The method of this document is based on a straightforward scenario, 
   where resource constrained things such as sensors or actuators are 
   generally designed and manufactured according to their own specific 
   tasks in advance. Also, a pre-defined controller covers and 
   communicates with his associated things according to his rolls 
   defined in a service domain. For example, a thermostat, which is a 
   controller, manages and communicates several temperature sensors, 
   humidity sensors, window handle devices, heating controller, air 
   conditioner, and more.  

   This document does not assume that a system administrator trusts an 
   installer even though he makes orders for the installer. This is 
   because trust and responsibility of installer, who buys and install 
   devices, are different from those of system administrator.  

   In this scenario, the following transactions MUST be done prior to 
   the secure key reconfiguration.  

    

      1. System administrator makes orders and requests initial setup of 
         devices to an installer. Pre-setup information is a set of 
         values that include ID and NID of controller for each of the 
         devices, and a temporary key used as an initial key (i.e. IK_N). 
         Note that, all devices handled by a single installer can share 

 
 
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         the same IK_N. This concept is similar to the default password 
         for all suitcases manufactured by a single company.  

      2. System administrator also stores the same initial information 
         for each of nodes in authentication server (or authenticated 
         register). Note that a controller can also perform operations 
         of an authentication server in case of a small network.  

      3. Installer purchases devices and then configures the information 
         requested by the administrator in doing installation phase. 
         Some of the information for a node may be pre-configured by 
         manufacturer.  

      4. When a node joins to network, it knows NID of his associated 
         controller with which he can communicate. Also, authentication 
         server has lists of IDs for new nodes.  

      5. PSK reconfiguration phase is then started. 

       

   In order to make a practical and reasonable method, the proposed 
   method requires only a single cryptographic primitive that is AES 
   with 128bits length of key [AES]. All cryptographic primitives cannot 
   be installed on resource restricted devices, mainly because of 
   limited size of flash or RAM. For this reason, CoAP also does not 
   consider all modes of cryptographic operations in DTLS which is a 
   regarded secure protocol for CoAP applications. In case of 
   establishing a CoAP session using a pre-shared key mod of DTLS, 
   implementation of cipher suite TLS_PSK_WITH_AES_128_CCM_8 specified 
   in [RFC6655] is mandatory. 

    

4. Process Flow 

   There are three message exchanges between new node SBI(i) and network 
   node(s) (i.e. SBR(c) and SBS(s)). A controller SBR(c) may include 
   functions of both SBR(c) and SBS(s) depending on the size of 
   application domain or the ability of SBR (i.e. computing power and 
   memory). 

   Mutual authentication and PSK reconfiguration procedures are shown in 
   Figure 1. 



 
 
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   -------                       ------                          ------ 
    SBI(i)                        SBR(c)                          SBS(s) 
   -------                       ------                          ------  
      |                            |                                | 
      |         ID_i, RN_i         |                                | 
      | -------------------------->|                                | 
      |                            |ID_i, ID_c, RN_i, RN_c, TS, TID | 
      |                            |------------------------------->|   
      |                            |                                | 
      |                            |                                | 
      |                            | E(IK_i || ID_i || TID, SK_cs)  | 
      |                            |<-------------------------------| 
      |                            |                                | 
      |                            |                                | 
      | ID_c, E(RN_i || RN_c, IK_i)|                                | 
      |<---------------------------|                                | 
      |                            |                                | 
      |                            |                                | 
      |       E(RN_c, PSK)         |                                | 
      | -------------------------->|                                | 
      |                            |                                | 
      |                            |                                | 
   
             Figure 1 Message Exchange for PSK Reconfiguration 

    

   When a new node SBI(i) joins an existing network, he generates a 
   random number RN_i and sends it with his identifier ID_i to his 
   controller SBR(c). NID_SBR(c) has been pre-configured by installer of 
   the SBI(i) at the initial setup phase as specified in section 3 of 
   this draft.   

   Upon receiving the message, SBR(c) generates a random number RN_c and 
   a serial number used as a transaction ID (i.e. TID). Then he sends 
   the two values with his ID_c, time stamp (TS) and the message 
   received from SBI(i) to the authentication server SBS(s). TS allows 
   SBR(s) to derive the valid time of key and verify the freshness of 
   the arrived message. Specific period of the expiration of key (i.e. 
   PSK) does not covered in this document.  

   The authentication server SBS(s) first discovers the IK_i for node 
   ID_i in his secure repository. SBS(s) now can derive a new PSK for 
   the node SBI(i) and replace the IK_i with the PSK, where the PSK for 
   SBI(i) is derived as follows.  

       PSK_i = E(RN_i V RN_c, IK_i) 
 
 
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   After reconfiguration of the PSK for node SBI(i), SBS(s) encrypts the 
   concatenation value of IK_i, ID_i and TID with the symmetric key 
   SK_cs which is a shared key between SBS(s) and SBR(c). This is 
   because SBR(c) does not have the key IK_i at this moment. SBS(s) then 
   sends the encrypted value to SBR(c).  

   On receiving the encrypted value from SBS(s), SBR(c) can know the key 
   IK_i thereby calculating PSK. SBR(c) encrypts the concatenation value 
   of RN_i and RN_c with key IK_i. Then it sends the encryption value 
   and his ID_c to SBI(i). Note that, SBR(c) does not transmit PSK over 
   the network.  

   SBI(i) can verify the SBR(c) by using the decrypted RN_i value from 
   the received message. Finally, SBI(i) can reconfigure his PSK 
   thereafter sending the encryption value of RN_c with the new key PSK 
   to SBR(c) for authenticity validation. 

    

5. Security Considerations 

   The method of this draft uses a single cryptographic primitive AES 
   [AES] which is used for secure bootstrapping (exactly in the PSK 
   reconfiguration phase). Single cryptographic primitive implementation 
   is rationally suited for the scenario where applications or services 
   require a secure session (confidentiality of data) in IoT. Because 
   small devices with low computing power and little storage are major 
   entities. According to a full bootstrapping policy, the PSK can be 
   used for mechanisms of session key derivation and/or entity 
   authentication. 

   As discussed in ESP-PSK [RFC4764], it goes without saying that a 
   single cryptographic primitive may not support extensible security 
   services such as identity protection, perfect forward secrecy and 
   others. However, small devices consisting of Internet of Things might 
   not support all of security services inherently. Service developer 
   should therefore define a scope of his service strictly and consider 
   trade-off between capability and security. 

   Security analysis and evaluation of various aspects of the method 
   remain to be done. 

    

6. IANA Considerations 

   This memo includes no request to IANA 
 
 
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7. Acknowledgments 

   (TBD) 

    

8. References 

       8.1. Normative References 

   [RFC4764] F. Bersani, H. Tschofenig, "The EAP-PSK Protocol: A Pre-
             Shared Key Extensible Authentication Protocol (EAP) Method", 
             RFC 4764, January 2007. 

   [RFC4949] Shirey, R., "Internet Security Glossary, Version 2", RFC 
             4949, August 2007. 

   [RFC6655]  McGrew, D. and D. Bailey, "AES-CCM Cipher Suites for 
             Transport Layer Security (TLS)", RFC 6655, July 2012. 

   [CoAP] Shelby, Z., Hartke, K., Bormann, C., and B. Frank, 
             "Constrained Application Protocol (CoAP)", draft-ietf-core-
             coap-18 (work in progress), June 2013. 

   [SecCons] O. Garcia-Morchon, S. Kumar, S. Keoh, R. Hummen, R. Struik, 
             "Security Considerations in the IP-based Internet of 
             Things", Internet draft (draft-garcia-core-security-06), 
             September 2013. 

   [AES] National Institute of Standards and Technology, "Specification 
             for the Advanced Encryption Standard (AES)", Federal 
             Information Processing Standards (FIPS) 197, November 2001. 

    

       8.2. Informative References 

   [RFC2119] S. Brander, "Key words for use in RFCs to Indicate 
             Requirement Levels", BCP 14, RFC 2119, March 1997. 

    




 
 
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Author's Addresses 

   Namhi Kang 
   Duksung Women's University 
   Seoul Korea  
   Email: kang@duksung.ac.kr 
   URI:  http://www.duksung.ac.kr 
    
   Seung-Hun Oh 
   ETRI 
   1000-6 Oryong-dong, Buk-gu, Gwangju, 500-480, 
   Korea  
   Phone: +82-62-970-6655 
   Email: osh93@etri.re.kr 
    
   Shimkwon Yoon 
   ETRI 
   1000-6 Oryong-dong, Buk-gu, Gwangju, 500-480, 
   Korea  
   Phone: +82-62-970-6655 
   Email: skyoon@etri.re.kr 
    
























 
 
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