rfc7211
Internet Engineering Task Force (IETF) S. Hartman
Request for Comments: 7211 Painless Security
Category: Informational D. Zhang
ISSN: 2070-1721 Huawei Technologies Co. Ltd.
June 2014
Operations Model for Router Keying
Abstract
The IETF is engaged in an effort to analyze the security of routing
protocol authentication according to design guidelines discussed in
RFC 6518, "Keying and Authentication for Routing Protocols (KARP)
Design Guidelines". Developing an operational and management model
for routing protocol security that works with all the routing
protocols will be critical to the deployability of these efforts.
This document gives recommendations to operators and implementors
regarding management and operation of router authentication. These
recommendations will also assist protocol designers in understanding
management issues they will face.
Status of This Memo
This document is not an Internet Standards Track specification; it is
published for informational purposes.
This document is a product of the Internet Engineering Task Force
(IETF). It represents the consensus of the IETF community. It has
received public review and has been approved for publication by the
Internet Engineering Steering Group (IESG). Not all documents
approved by the IESG are a candidate for any level of Internet
Standard; see Section 2 of RFC 5741.
Information about the current status of this document, any errata,
and how to provide feedback on it may be obtained at
http://www.rfc-editor.org/info/rfc7211.
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Copyright Notice
Copyright (c) 2014 IETF Trust and the persons identified as the
document authors. All rights reserved.
This document is subject to BCP 78 and the IETF Trust's Legal
Provisions Relating to IETF Documents
(http://trustee.ietf.org/license-info) in effect on the date of
publication of this document. Please review these documents
carefully, as they describe your rights and restrictions with respect
to this document. Code Components extracted from this document must
include Simplified BSD License text as described in Section 4.e of
the Trust Legal Provisions and are provided without warranty as
described in the Simplified BSD License.
Table of Contents
1. Introduction . . . . . . . . . . . . . . . . . . . . . . . . 3
2. Requirements Notation . . . . . . . . . . . . . . . . . . . . 3
3. Breakdown of KARP Configuration . . . . . . . . . . . . . . . 3
3.1. Integrity of the Key Table . . . . . . . . . . . . . . . 5
3.2. Management of Key Table . . . . . . . . . . . . . . . . . 5
3.3. Interactions with Automated Key Management . . . . . . . 6
3.4. Virtual Routing and Forwarding Instances (VRFs) . . . . . 6
4. Credentials and Authorization . . . . . . . . . . . . . . . . 6
4.1. Preshared Keys . . . . . . . . . . . . . . . . . . . . . 8
4.1.1. Sharing Keys and Zones of Trust . . . . . . . . . . . 9
4.1.2. Key Separation and Protocol Design . . . . . . . . . 10
4.2. Asymmetric Keys . . . . . . . . . . . . . . . . . . . . . 10
4.3. Public Key Infrastructure . . . . . . . . . . . . . . . . 11
4.4. The Role of Central Servers . . . . . . . . . . . . . . . 12
5. Grouping Peers Together . . . . . . . . . . . . . . . . . . . 12
6. Administrator Involvement . . . . . . . . . . . . . . . . . . 14
6.1. Enrollment . . . . . . . . . . . . . . . . . . . . . . . 14
6.2. Handling Faults . . . . . . . . . . . . . . . . . . . . . 15
7. Upgrade Considerations . . . . . . . . . . . . . . . . . . . 16
8. Security Considerations . . . . . . . . . . . . . . . . . . . 17
9. Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . 17
10. References . . . . . . . . . . . . . . . . . . . . . . . . . 17
10.1. Normative References . . . . . . . . . . . . . . . . . . 17
10.2. Informative References . . . . . . . . . . . . . . . . . 18
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1. Introduction
The Keying and Authentication of Routing Protocols (KARP) working
group is designing improvements to the cryptographic authentication
of IETF routing protocols. These improvements include enhancing how
integrity functions are handled within each protocol as well as
designing an automated key management solution.
This document discusses issues to consider when thinking about the
operational and management model for KARP. Each implementation will
take its own approach to management; this is one area for vendor
differentiation. However, it is desirable to have a common baseline
for the management objects allowing administrators, security
architects, and protocol designers to understand what management
capabilities they can depend on in heterogeneous environments.
Similarly, designing and deploying the protocol will be easier when
thought is paid to a common operational model. This will also help
with the design of NETCONF schemas or MIBs later. This document
provides recommendations to help establish such a baseline.
This document also gives recommendations for how management and
operational issues can be approached as protocols are revised and as
support is added for the key table [RFC7210].
Routing security faces interesting challenges not present with some
other security domains. Routers need to function in order to
establish network connectivity. As a result, centralized services
cannot typically be used for authentication or other security tasks;
see Section 4.4. In addition, routers' roles affect how new routers
are installed and how problems are handled; see Section 6.
2. Requirements Notation
The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT",
"SHOULD", "SHOULD NOT", "RECOMMENDED", "MAY", and "OPTIONAL" in this
document are to be interpreted as described in [RFC2119].
3. Breakdown of KARP Configuration
Routing authentication configuration includes configuration of key
material used to authenticate routers as well as parameters needed to
use these keys. Configuration also includes information necessary to
use an automated key management protocol to configure router keying.
The key table [RFC7210] describes configuration needed for manual
keying. Configuration of automated key management is a work in
progress.
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There are multiple ways of structuring configuration information.
One factor to consider is the scope of the configuration information.
Several protocols are peer-to-peer routing protocols where a
different key could potentially be used for each neighbor. Other
protocols require that the same group key be used for all nodes in an
administrative domain or routing area. In other cases, the same
group key needs to be used for all routers on an interface, but
different group keys can be used for each interface.
Within situations where a per-interface, per-area, or per-peer key
can be used for manually configured long-term keys, that flexibility
may not be desirable from an operational standpoint. For example,
consider OSPF [RFC2328]. Each router on an OSPF link needs to use
the same authentication configuration, including the set of keys used
for reception and the set of keys used for transmission, but it may
use different keys for different links. The most general management
model would be to configure keys per link. However, for deployments
where the area uses the same key, it would be strongly desirable to
configure the key as a property of the area. If the keys are
configured per link, they can get out of sync. In order to support
generality of configuration and common operational situations, it
would be desirable to have some sort of inheritance where default
configurations are made per area unless overridden per interface.
As described in [RFC7210], the cryptographic keys are separated from
the interface configuration into their own configuration store. Each
routing protocol is responsible for defining the form of the peer
specification used by that protocol. Thus, each routing protocol
needs to define the scope of keys. For group keying, the peer
specification names the group. A protocol could define a peer
specification indicating the key had a link scope and also a peer
specification for scoping a key to a specific area. For link-scoped
keys, it is generally best to define a single peer specification
indicating the key has a link scope and to use interface restrictions
to restrict the key to the appropriate link.
Operational Requirements: implementations of this model MUST support
configuration of keys at the most general scope for the underlying
protocol; protocols supporting per-peer keys MUST permit
configuration of per-peer keys, protocols supporting per-interface
keys MUST support configuration of per-interface keys, and so on for
any additional scopes. Implementations MUST NOT permit configuration
of an inappropriate key scope. For example, configuration of
separate keys per interface would be inappropriate to support for a
protocol requiring per-area keys. This restriction can be enforced
by rules specified by each routing protocol for validating key table
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entries. As such, these implementation requirements are best
addressed by care being taken in how routing protocols specify the
use of the key tables.
3.1. Integrity of the Key Table
The routing key table [RFC7210] provides a very general mechanism to
abstract the storage of keys for routing protocols. To avoid
misconfiguration and simplify problem determination, the router MUST
verify the internal consistency of entries added to the table.
Routing protocols describe how their protocol interacts with the key
table including what validation MUST be performed. At a minimum, the
router MUST verify:
o The cryptographic algorithms are valid for the protocol.
o The key derivation function is valid for the protocol.
o The direction is valid for the protocol. For example, if a
protocol requires the same session key be used in both directions,
the direction field in the key table entry associated with the
session key MUST be specified as "both".
o The peer specification is consistent with the protocol.
Other checks are possible. For example, the router could verify that
if a key is associated with a peer, that peer is a configured peer
for the specified protocol. However, this may be undesirable. It
may be desirable to load a key table when some peers have not yet
been configured. Also, it may be desirable to share portions of a
key table across devices even when their current configuration does
not require an adjacency with a particular peer in the interest of
uniform configuration or preparing for fail-over. For these reasons,
these additional checks are generally undesirable.
3.2. Management of Key Table
Several management interfaces will be quite common. For service
provider deployments, the configuration management system can simply
update the key table. However, for smaller deployments, efficient
management interfaces that do not require a configuration management
system are important. In these environments, configuration
interfaces (such as web interfaces and command-line interfaces)
provided directly by the router will be important for easy management
of the router.
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As part of adding a new key, it is typically desirable to set an
expiration time for an old key. The management interface SHOULD
provide a mechanism to easily update the expiration time for a
current key used with a given peer or interface. Also, when adding a
key, it is desirable to push the key out to nodes that will need it,
allowing use for receiving packets and then later for enabling
transmit. This can be accomplished automatically by providing a
delay between when a key becomes valid for reception and
transmission. However, some environments may not be able to predict
when all the necessary changes will be made. In these cases, having
a mechanism to enable a key for sending is desirable. The management
interface SHOULD provide an easy mechanism to update the direction of
an existing key or to enable a disabled key.
Implementations SHOULD permit a configuration in which if no
unexpired key is available, existing security associations continue
using the expired key with which they were established.
Implementations MUST support a configuration in which security
associations fail if no unexpired key is available for them. See
Section 6.2 for a discussion of reporting and managing security
faults including those related to key expiration.
3.3. Interactions with Automated Key Management
Consideration is required for how an automated key management
protocol will assign key IDs for group keys. All members of the
group may need to use the same key ID. This requires careful
coordination of global key IDs. Interactions with the peer key ID
field may make this easier; this requires additional study.
Automated key management protocols also assign keys for single peers.
If the key ID is global and needs to be coordinated between the
receiver and transmitter, then there is complexity in key management
protocols that can be avoided if key IDs are not global.
3.4. Virtual Routing and Forwarding Instances (VRFs)
Many core and enterprise routers support multiple routing instances.
For example, a router serving multiple VPNs is likely to have a
forwarding/routing instance for each of these VPNs. Each VRF will
require its own routing key table.
4. Credentials and Authorization
Several methods for authentication have been proposed for KARP. The
simplest is preshared keys used directly as traffic keys. In this
mode, the traffic integrity keys are directly configured. This is
the mode supported by most of today's routing protocols.
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As discussed in [RTG-AUTH], preshared keys can be used as the input
to a key derivation function (KDF) to generate traffic keys. For
example, the TCP Authentication Option (TCP-AO) [RFC5925] derives
keys based on the initial TCP session state. Typically, a KDF will
combine a long-term key with public inputs exchanged as part of the
protocol to form fresh session keys. A KDF could potentially be used
with some inputs that are configured along with the long-term key.
Also, it's possible that inputs to a KDF will be private and
exchanged as part of the protocol, although this will be uncommon in
KARP's uses of KDFs.
Preshared keys could also be used by an automated key management
protocol. In this mode, preshared keys would be used for
authentication. However, traffic keys would be generated by some
key-agreement mechanism or transported in a key encryption key
derived from the preshared key. This mode may provide better replay
protection. Also, in the absence of active attackers, key-agreement
strategies such as Diffie-Hellman can be used to produce high-quality
traffic keys even from relatively weak preshared keys. These key-
agreement mechanisms are valuable even when active attackers are
present, although an active attacker can mount a man-in-the-middle
attack if the preshared key is sufficiently weak.
Public keys can be used for authentication within an automated key
management protocol. The KARP design guide [RFC6518] describes a
mode in which routers have the hashes of peer routers' public keys.
In this mode, a traditional public-key infrastructure is not
required. The advantage of this mode is that a router only contains
its own keying material, limiting the scope of a compromise. The
disadvantage is that when a router is added or deleted from the set
of authorized routers, all routers in that set need to be updated.
Note that self-signed certificates are a common way of communicating
public keys in this style of authentication.
Certificates signed by a certification authority or some other PKI
could be used for authentication within an automated key management
protocol. The advantage of this approach is that routers may not
need to be directly updated when peers are added or removed. The
disadvantage is that more complexity and cost are required.
Each of these approaches has a different set of management and
operational requirements. Key differences include how authorization
is handled and how identity works. This section discusses these
differences.
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4.1. Preshared Keys
In the protocol, manual preshared keys are either unnamed or named by
a key ID (which is a small integer -- typically 16 or 32 bits).
Implementations that support multiple keys for protocols that have no
names for keys need to try all possible keys before deciding a packet
cannot be validated [RFC4808]. Typically key IDs are names used by
one group or peer.
Manual preshared keys are often known by a group of peers rather than
just one other peer. This is an interesting security property:
unlike with digitally signed messages or protocols where symmetric
keys are known only to two parties, it is impossible to identify the
peer sending a message cryptographically. However, it is possible to
show that the sender of a message is one of the parties who knows the
preshared key. Within the routing threat model, the peer sending a
message can be identified only because peers are trusted and thus can
be assumed to correctly label the packets they send. This contrasts
with a protocol where cryptographic means such as digital signatures
are used to verify the origin of a message. As a consequence,
authorization is typically based on knowing the preshared key rather
than on being a particular peer. Note that once an authorization
decision is made, the peer can assert its identity; this identity is
trusted just as the routing information from the peer is trusted.
Doing an additional check for authorization based on the identity
included in the packet would provide little value: an attacker who
somehow had the key could claim the identity of an authorized peer,
and an attacker without the key should be unable to claim the
identity of any peer. Such a check is not required by the KARP
threat model: inside attacks are not in scope.
Preshared keys used with key derivation work similarly to manual
preshared keys. However, to form the actual traffic keys, session-
or peer-specific information is combined with the key. From an
authorization standpoint, the derivation key works the same as a
manual key. An additional routing protocol step or transport step
forms the key that is actually used.
Preshared keys that are used via automatic key management have not
yet been specified for KARP, although ongoing work suggests they will
be needed. Their naming and authorization may differ from existing
uses of preshared keys in routing protocols. In particular, such
keys may end up being known only by two peers. Alternatively, they
may also be known by a group of peers. Authorization could
potentially be based on peer identity, although it is likely that
knowing the right key will be sufficient. There does not appear to
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be a compelling reason to decouple the authorization of a key for
some purpose from the authorization of peers holding that key to
perform the authorized function.
4.1.1. Sharing Keys and Zones of Trust
Care needs to be taken when symmetric keys are used for multiple
purposes. Consider the implications of using the same preshared key
for two interfaces: it becomes impossible to cryptographically
distinguish a router on one interface from a router on another
interface. So, a router that is trusted to participate in a routing
protocol on one interface becomes implicitly trusted for the other
interfaces that share the key. For many cases, such as link-state
routers in the same routing area, there is no significant advantage
that an attacker could gain from this trust within the KARP threat
model. However, other protocols, such as BGP and RIP, permit routes
to be filtered across a trust boundary. For these protocols,
participation in one interface might be more advantageous than
another. Operationally, when this trust distinction is important to
a deployment, different keys need to be used on each side of the
trust boundary. Key derivation can help prevent this problem in
cases of accidental misconfiguration. However, key derivation cannot
protect against a situation where a system was incorrectly trusted to
have the key used to perform the derivation. This question of trust
is important to the KARP threat model because it is essential to
determining whether a party is an insider for a particular routing
protocol. A customer router that is an insider for a BGP peering
relationship with a service provider is not typically an insider when
considering the security of that service provider's IGP. Similarly,
to the extent that there are multiple zones of trust and a routing
protocol is determining whether a particular router is within a
certain zone, the question of untrusted actors is within the scope of
the routing threat model.
Key derivation can be part of a management solution for having
multiple keys for different zones of trust. A master key could be
combined with peer, link, or area identifiers to form a router-
specific preshared key that is loaded onto routers. Provided that
the master key lives only on the management server and not the
individual routers, trust is preserved. However, in many cases,
generating independent keys for the routers and storing the result is
more practical. If the master key were somehow compromised, all the
resulting keys would need to be changed. However, if independent
keys are used, the scope of a compromise may be more limited.
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4.1.2. Key Separation and Protocol Design
More subtle problems with key separation can appear in protocol
design. Two protocols that use the same traffic keys may work
together in unintended ways permitting one protocol to be used to
attack the other. Consider two hypothetical protocols. Protocol A
starts its messages with a set of extensions that are ignored if not
understood. Protocol B has a fixed header at the beginning of its
messages but ends messages with extension information. It may be
that the same message is valid both as part of protocol A and
protocol B. An attacker may be able to gain an advantage by getting
a router to generate this message with one protocol under situations
where the other protocol would not generate the message. This
hypothetical example is overly simplistic; real-world attacks
exploiting key separation weaknesses tend to be complicated and
involve specific properties of the cryptographic functions involved.
The key point is that whenever the same key is used in multiple
protocols, attacks may be possible. All the involved protocols need
to be analyzed to understand the scope of potential attacks.
Key separation attacks interact with the KARP operational model in a
number of ways. Administrators need to be aware of situations where
using the same manual traffic key with two different protocols (or
the same protocol in different contexts) creates attack
opportunities. Design teams should consider how their protocol might
interact with other routing protocols and describe any attacks
discovered so that administrators can understand the operational
implications. When designing automated key management or new
cryptographic authentication within routing protocols, we need to be
aware that administrators expect to be able to use the same preshared
keys in multiple contexts. As a result, we should use appropriate
key derivation functions so that different cryptographic keys are
used even when the same initial input key is used.
4.2. Asymmetric Keys
Outside of a PKI, public keys are expected to be known by the hash of
a key or (potentially self-signed) certificate. The Session
Description Protocol provides a standardized mechanism for naming
keys (in that case, certificates) based on hashes (Section 5 of
[RFC4572]). KARP SHOULD adopt this approach or another approach
already standardized within the IETF rather than inventing a new
mechanism for naming public keys.
A public key is typically expected to belong to one peer. As a peer
generates new keys and retires old keys, its public key may change.
For this reason, from a management standpoint, peers should be
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thought of as associated with multiple public keys rather than as
containing a single public-key hash as an attribute of the peer
object.
Authorization of public keys could be done either by key hash or by
peer identity. Performing authorizations by peer identity should
make it easier to update the key of a peer without risk of losing
authorizations for that peer. However, management interfaces need to
be carefully designed to avoid making this extra level of indirection
complicated for operators.
4.3. Public Key Infrastructure
When a PKI is used, certificates are used. The certificate binds a
key to a name of a peer. The key management protocol is responsible
for exchanging certificates and validating them to a trust anchor.
Authorization needs to be done in terms of peer identities not in
terms of keys. One reason for this is that when a peer changes its
key, the new certificate needs to be sufficient for authentication to
continue functioning even though the key has never been seen before.
Potentially, authorization could be performed in terms of groups of
peers rather than single peers. An advantage of this is that it may
be possible to add a new router with no authentication-related
configuration of the peers of that router. For example, a domain
could decide that any router with a particular keyPurposeID signed by
the organization's certificate authority is permitted to join the
IGP. Just as in configurations where cryptographic authentication is
not used, automatic discovery of this router can establish
appropriate adjacencies.
Assuming that self-signed certificates are used by routers that wish
to use public keys but that do not need a PKI, then PKI and the
"infrastructure-less" mode of public-key operation described in the
previous section can work well together. One router could identify
its peers based on names and use certificate validation. Another
router could use hashes of certificates. This could be very useful
for border routers between two organizations. Smaller organizations
could use public keys and larger organizations could use PKI.
A PKI has significant operational concerns including certification
practices, handling revocation, and operational practices around
certificate validation. The Routing PKI (RPKI) has addressed these
concerns within the scope of BGP and the validation of address
ownership. Adapting these practices to routing protocol
authentication is outside the scope of this document.
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4.4. The Role of Central Servers
An area to explore is the role of central servers like RADIUS or
directories. Routers need to securely operate in order to provide
network routing services. Routers cannot generally contact a central
server while establishing routing because the router might not have a
functioning route to the central service until after routing is
established. As a result, a system where keys are pushed by a
central management system is an undesirable result for router keying.
However, central servers may play a role in authorization and key
rollover. For example, a node could send a hash of a public key to a
RADIUS server.
If central servers do play a role, it will be critical to make sure
that they are not required during routine operation or a cold-start
of a network. They are more likely to play a role in enrollment of
new peers or key migration/compromise.
Another area where central servers may play a role is for group key
agreement. As an example, [OSPF-AUTO] discusses the potential need
for key-agreement servers in OSPF. Other routing protocols that use
multicast or broadcast such as IS-IS are likely to need a similar
approach. Multicast key-agreement protocols need to allow operators
to choose which key servers will generate traffic keys. The quality
of random numbers [RFC4086] is likely to differ between systems. As
a result, operators may have preferences for where keys are
generated.
5. Grouping Peers Together
One significant management consideration will be the grouping of
management objects necessary to determine who is authorized to act as
a peer for a given routing action. As discussed previously, the
following objects are potentially required:
o Key objects are required. Symmetric keys may be preshared, and
knowledge of the key may be used as the decision factor in
authorization. Knowledge of the private key corresponding to
asymmetric public keys may be used directly for authorization as
well. During key transitions, more than one key may refer to a
given peer. Group preshared keys may refer to multiple peers.
o Peer objects are required. A peer is a router that this router
might wish to communicate with. Peers may be identified by names
or keys.
o Objects representing peer groups are required. Groups of peers
may be authorized for a given routing protocol.
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Establishing a management model is difficult because of the complex
relationships between each set of objects. As discussed, there may
be more than one key for a peer. However, in the preshared key case,
there may be more than one peer for a key. This is true both for
group security association protocols such as an IGP or one-to-one
protocols where the same key is used administratively. In some of
these situations, it may be undesirable to explicitly enumerate the
peers in the configuration; for example, IGP peers are auto-
discovered for broadcast links but not for non-broadcast multi-access
links.
Peers may be identified either by name or key. If peers are
identified by key, it is strongly desirable from an operational
standpoint to consider any peer identifiers or names to be a local
matter and not require the identifiers or names to be synchronized.
Obviously, if peers are identified by names (for example, with
certificates in a PKI), identifiers need to be synchronized between
the authorized peer and the peer making the authorization decision.
In many cases, peers will explicitly be identified in routing
protocol configuration. In these cases, it is possible to attach the
authorization information (keys or identifiers) to the peer's
configuration object. Two cases do not involve enumerating peers.
The first is the case where preshared keys are shared among a group
of peers. It is likely that this case can be treated from a
management standpoint as a single peer representing all the peers
that share the keys. The other case is one where certificates in a
PKI are used to introduce peers to a router. In this case, rather
than configuring peers, the router needs to be configured with
information on which certificates represent acceptable peers.
Another consideration is which routing protocols share peers. For
example, it may be common for LDP peers to also be peers of some
other routing protocol. Also, RSVP - Traffic Engineering (RSVP-TE)
may be associated with some TE-based IGP. In some of these cases, it
would be desirable to use the same authorization information for both
routing protocols.
Finally, as discussed in Section 7, it is sometimes desirable to
override some aspect of the configuration for a peer in a group. As
an example, when rotating to a new key, it is desirable to be able to
roll that key out to each peer that will use the key, even if in the
stable state the key is configured for a peer group.
In order to develop a management model for authorization, the working
group needs to consider several questions. What protocols support
auto-discovery of peers? What protocols require more configuration
of a peer than simply the peer's authorization information and
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network address? What management operations are going to be common
as security information for peers is configured and updated? What
operations will be common while performing key transitions or while
migrating to new security technologies?
6. Administrator Involvement
One key operational question is what areas will administrator
involvement be required. Likely areas where involvement may be
useful include enrollment of new peers. Fault recovery should also
be considered.
6.1. Enrollment
One area where the management of routing security needs to be
optimized is the deployment of a new router. In some cases, a new
router may be deployed on an existing network where routing to
management servers is already available. In other cases, routers may
be deployed as part of connecting or creating a site. Here, the
router and infrastructure may not be available until the router has
securely authenticated.
In general, security configuration can be treated as an additional
configuration item that needs to be set up to establish service.
There is no significant security value in protecting routing protocol
keys more than administrative password or Authentication,
Authorization, and Accounting (AAA) secrets that can be used to gain
login access to a router. These existing secrets can be used to make
configuration changes that impact routing protocols as much as
disclosure of a routing protocol key. Operators already have
procedures in place for these items. So, it is appropriate to use
similar procedures for routing protocol keys. It is reasonable to
improve existing configuration procedures and the routing protocol
procedures over time. However, it is more desirable to deploy KARP
with security similar to that used for managing existing secrets than
to delay deploying KARP.
Operators MAY develop higher assurance procedures for dealing with
keys. For example, asymmetric keys can be generated on a router and
never exported from the router. Operators can evaluate the cost vs.
security and the availability tradeoffs of these procedures.
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6.2. Handling Faults
Faults may interact with operational practice in at least two ways.
First, security solutions may introduce faults. For example, if
certificates expire in a PKI, previous adjacencies may no longer
form. Operational practice will require a way of repairing these
errors. This may end up being very similar to repairing other faults
that can partition a network.
Notifications will play a critical role in avoiding security faults.
Implementations SHOULD use appropriate mechanisms to notify operators
as security resources are about to expire. Notifications can include
messages to consoles, logged events, Simple Network Management
Protocol (SNMP) traps, or notifications within a routing protocol.
One strategy is to have increasing escalations of notifications.
Monitoring will also play an important role in avoiding security
faults such as certificate expiration. Some classes of security
fault, including issues with certificates, will affect only key
management protocols. Other security faults can affect routing
protocols directly. However, the protocols MUST still have adequate
operational mechanisms to recover from these situations. Also, some
faults, such as those resulting from a compromise or actual attack on
a facility, are inherent and may not be prevented.
A second class of faults is equipment faults that impact security.
For example, if keys are stored on a router and never exported from
that device, failure of a router implies a need to update security
provisioning on the replacement router and its peers.
One approach, recommended by work on securing BGP [KEYING] is to
maintain the router's keying material so that when a router is
replaced the same keys can be used. Router keys can be maintained on
a central server. These approaches permit the credentials of a
router to be recovered. This provides valuable options in case of
hardware fault. The failing router can be recovered without changing
credentials on other routers or waiting for keys to be certified.
One disadvantage of this approach is that even if public-key
cryptography is used, the private keys are located on more than just
the router. A system in which keys were generated on a router and
never exported from that router would typically make it more
difficult for an attacker to obtain the keys. For most environments,
the ability to quickly replace a router justifies maintaining keys
centrally.
More generally, keying is another item of configuration that needs to
be restored to reestablish service when equipment fails. Operators
typically perform the minimal configuration necessary to get a router
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back in contact with the management server. The same would apply for
keys. Operators who do not maintain copies of key material for
performing key recovery on routers would need to perform a bit more
work to regain contact with the management server. It seems
reasonable to assume that management servers will be able to cause
keys to be generated or distributed sufficiently to fully restore
service.
7. Upgrade Considerations
It needs to be possible to deploy automated key management in an
organization without either having to disable existing security or
disrupting routing. As a result, it needs to be possible to perform
a phased upgrade from manual keying to automated key management.
This upgrade procedure needs to be easy and have a very low risk of
disrupting routing. Today, many operators do not update keys because
the perceived risk of an attack is lower than the cost of an update
combined with the potential cost of routing disruptions during the
update. Even when a routing protocol has technical mechanisms that
permit an update with no disruption in service, there is still a
potential cost of service disruptions as operational procedures and
practices need to correctly use the technical mechanisms.
For peer-to-peer protocols such as BGP, upgrading to automated key
management can be relatively easy. First, code that supports
automated key management needs to be loaded on both peers. Then, the
adjacency can be upgraded. The configuration can be updated to
switch to automated key management when the second router reboots.
Alternatively, if the key management protocols involved can detect
that both peers now support automated key management, then a key can
potentially be negotiated for an existing session.
The situation is more complex for organizations that have not
upgraded from TCP MD5 [RFC2385] to the TCP Authentication Option
[RFC5925]. Today, routers typically need to understand whether a
given peer supports TCP MD5 or TCP-AO before opening a TCP
connection. In addition, many implementations support grouping
configuration (including security configuration) of related peers
together. Implementations make it challenging to move from TCP MD5
to TCP-AO before all peers in the group are ready. Operators
perceive it as high risk to update the configuration of a large
number of peers. One particularly risky situation is upgrading the
configuration of Internal BGP (iBGP) peers.
The situation is more complicated for multicast protocols. It's
typically not desirable to bring down an entire link to reconfigure
it as using automated key management. Two approaches should be
considered. One is to support key table rows that enable the
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automated key management and manually configured keying for the same
link at the same time. Coordinating this may be challenging from an
operational standpoint. Another possibility is for the automated key
management protocol to actually select the same traffic key that is
being used manually. This could be accomplished by having an option
in the key management protocol to export the current manual group key
through the automated key management protocol. Then after all nodes
are configured with automated key management, manual key entries can
be removed. The next re-key after all nodes have manual entries
removed will generate a new fresh key. Group key management
protocols are RECOMMENDED to support an option to export existing
manual keys during initial deployment of automated key management.
8. Security Considerations
This document does not define a protocol. It does discuss the
operational and management implications of several security
technologies.
Close synchronization of time can impact the security of routing
protocols in a number of ways. Time is used to control when keys MAY
begin being used and when they MUST NOT be used any longer as
described in [RFC7210]. Routers need to have tight enough time
synchronization that receivers permit a key to be utilized for
validation prior to the first use of that key for generation of
integrity-protected messages; otherwise, availability will be
impacted. If time synchronization is too loose, then a key can be
used beyond its intended lifetime. The Network Time Protocol (NTP)
can be used to provide time synchronization. For some protocols,
time synchronization is also important for replay detection.
9. Acknowledgments
Funding for Sam Hartman's work on this memo is provided by Huawei.
The authors would like to thank Bill Atwood, Randy Bush, Wes George,
Gregory Lebovitz, and Russ White for valuable reviews.
10. References
10.1. Normative References
[RFC2119] Bradner, S., "Key words for use in RFCs to Indicate
Requirement Levels", BCP 14, RFC 2119, March 1997.
[RFC7210] Housley, R., Polk, T., Hartman, S., and D. Zhang,
"Database of Long-Lived Symmetric Cryptographic Keys", RFC
7210, April 2014.
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10.2. Informative References
[KEYING] Turner, S., Patel, K., and R. Bush, "Router Keying for
BGPsec", Work in Progress, May 2014.
[OSPF-AUTO]
Liu, Y., "OSPFv3 Automated Group Keying Requirements",
Work in Progress, July 2007.
[RFC2328] Moy, J., "OSPF Version 2", STD 54, RFC 2328, April 1998.
[RFC2385] Heffernan, A., "Protection of BGP Sessions via the TCP MD5
Signature Option", RFC 2385, August 1998.
[RFC4086] Eastlake, D., Schiller, J., and S. Crocker, "Randomness
Requirements for Security", BCP 106, RFC 4086, June 2005.
[RFC4572] Lennox, J., "Connection-Oriented Media Transport over the
Transport Layer Security (TLS) Protocol in the Session
Description Protocol (SDP)", RFC 4572, July 2006.
[RFC4808] Bellovin, S., "Key Change Strategies for TCP-MD5", RFC
4808, March 2007.
[RFC5925] Touch, J., Mankin, A., and R. Bonica, "The TCP
Authentication Option", RFC 5925, June 2010.
[RFC6518] Lebovitz, G. and M. Bhatia, "Keying and Authentication for
Routing Protocols (KARP) Design Guidelines", RFC 6518,
February 2012.
[RTG-AUTH] Polk, T. and R. Housley, "Routing Authentication Using A
Database of Long-Lived Cryptographic Keys", Work in
Progress, November 2010.
Authors' Addresses
Sam Hartman
Painless Security
EMail: hartmans-ietf@mit.edu
Dacheng Zhang
Huawei Technologies Co. Ltd.
EMail: zhangdacheng@huawei.com
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ERRATA
