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-% UBIFS Authentication
-% sigma star gmbh
-% 2018
-
-# Introduction
-
-UBIFS utilizes the fscrypt framework to provide confidentiality for file
-contents and file names. This prevents attacks where an attacker is able to
-read contents of the filesystem on a single point in time. A classic example
-is a lost smartphone where the attacker is unable to read personal data stored
-on the device without the filesystem decryption key.
-
-At the current state, UBIFS encryption however does not prevent attacks where
-the attacker is able to modify the filesystem contents and the user uses the
-device afterwards. In such a scenario an attacker can modify filesystem
-contents arbitrarily without the user noticing. One example is to modify a
-binary to perform a malicious action when executed [DMC-CBC-ATTACK]. Since
-most of the filesystem metadata of UBIFS is stored in plain, this makes it
-fairly easy to swap files and replace their contents.
-
-Other full disk encryption systems like dm-crypt cover all filesystem metadata,
-which makes such kinds of attacks more complicated, but not impossible.
-Especially, if the attacker is given access to the device multiple points in
-time. For dm-crypt and other filesystems that build upon the Linux block IO
-layer, the dm-integrity or dm-verity subsystems [DM-INTEGRITY, DM-VERITY]
-can be used to get full data authentication at the block layer.
-These can also be combined with dm-crypt [CRYPTSETUP2].
-
-This document describes an approach to get file contents _and_ full metadata
-authentication for UBIFS. Since UBIFS uses fscrypt for file contents and file
-name encryption, the authentication system could be tied into fscrypt such that
-existing features like key derivation can be utilized. It should however also
-be possible to use UBIFS authentication without using encryption.
-
-
-## MTD, UBI & UBIFS
-
-On Linux, the MTD (Memory Technology Devices) subsystem provides a uniform
-interface to access raw flash devices. One of the more prominent subsystems that
-work on top of MTD is UBI (Unsorted Block Images). It provides volume management
-for flash devices and is thus somewhat similar to LVM for block devices. In
-addition, it deals with flash-specific wear-leveling and transparent I/O error
-handling. UBI offers logical erase blocks (LEBs) to the layers on top of it
-and maps them transparently to physical erase blocks (PEBs) on the flash.
-
-UBIFS is a filesystem for raw flash which operates on top of UBI. Thus, wear
-leveling and some flash specifics are left to UBI, while UBIFS focuses on
-scalability, performance and recoverability.
-
-
-
- +------------+ +*******+ +-----------+ +-----+
- | | * UBIFS * | UBI-BLOCK | | ... |
- | JFFS/JFFS2 | +*******+ +-----------+ +-----+
- | | +-----------------------------+ +-----------+ +-----+
- | | | UBI | | MTD-BLOCK | | ... |
- +------------+ +-----------------------------+ +-----------+ +-----+
- +------------------------------------------------------------------+
- | MEMORY TECHNOLOGY DEVICES (MTD) |
- +------------------------------------------------------------------+
- +-----------------------------+ +--------------------------+ +-----+
- | NAND DRIVERS | | NOR DRIVERS | | ... |
- +-----------------------------+ +--------------------------+ +-----+
-
- Figure 1: Linux kernel subsystems for dealing with raw flash
-
-
-
-Internally, UBIFS maintains multiple data structures which are persisted on
-the flash:
-
-- *Index*: an on-flash B+ tree where the leaf nodes contain filesystem data
-- *Journal*: an additional data structure to collect FS changes before updating
- the on-flash index and reduce flash wear.
-- *Tree Node Cache (TNC)*: an in-memory B+ tree that reflects the current FS
- state to avoid frequent flash reads. It is basically the in-memory
- representation of the index, but contains additional attributes.
-- *LEB property tree (LPT)*: an on-flash B+ tree for free space accounting per
- UBI LEB.
-
-In the remainder of this section we will cover the on-flash UBIFS data
-structures in more detail. The TNC is of less importance here since it is never
-persisted onto the flash directly. More details on UBIFS can also be found in
-[UBIFS-WP].
-
-
-### UBIFS Index & Tree Node Cache
-
-Basic on-flash UBIFS entities are called *nodes*. UBIFS knows different types
-of nodes. Eg. data nodes (`struct ubifs_data_node`) which store chunks of file
-contents or inode nodes (`struct ubifs_ino_node`) which represent VFS inodes.
-Almost all types of nodes share a common header (`ubifs_ch`) containing basic
-information like node type, node length, a sequence number, etc. (see
-`fs/ubifs/ubifs-media.h`in kernel source). Exceptions are entries of the LPT
-and some less important node types like padding nodes which are used to pad
-unusable content at the end of LEBs.
-
-To avoid re-writing the whole B+ tree on every single change, it is implemented
-as *wandering tree*, where only the changed nodes are re-written and previous
-versions of them are obsoleted without erasing them right away. As a result,
-the index is not stored in a single place on the flash, but *wanders* around
-and there are obsolete parts on the flash as long as the LEB containing them is
-not reused by UBIFS. To find the most recent version of the index, UBIFS stores
-a special node called *master node* into UBI LEB 1 which always points to the
-most recent root node of the UBIFS index. For recoverability, the master node
-is additionally duplicated to LEB 2. Mounting UBIFS is thus a simple read of
-LEB 1 and 2 to get the current master node and from there get the location of
-the most recent on-flash index.
-
-The TNC is the in-memory representation of the on-flash index. It contains some
-additional runtime attributes per node which are not persisted. One of these is
-a dirty-flag which marks nodes that have to be persisted the next time the
-index is written onto the flash. The TNC acts as a write-back cache and all
-modifications of the on-flash index are done through the TNC. Like other caches,
-the TNC does not have to mirror the full index into memory, but reads parts of
-it from flash whenever needed. A *commit* is the UBIFS operation of updating the
-on-flash filesystem structures like the index. On every commit, the TNC nodes
-marked as dirty are written to the flash to update the persisted index.
-
-
-### Journal
-
-To avoid wearing out the flash, the index is only persisted (*commited*) when
-certain conditions are met (eg. `fsync(2)`). The journal is used to record
-any changes (in form of inode nodes, data nodes etc.) between commits
-of the index. During mount, the journal is read from the flash and replayed
-onto the TNC (which will be created on-demand from the on-flash index).
-
-UBIFS reserves a bunch of LEBs just for the journal called *log area*. The
-amount of log area LEBs is configured on filesystem creation (using
-`mkfs.ubifs`) and stored in the superblock node. The log area contains only
-two types of nodes: *reference nodes* and *commit start nodes*. A commit start
-node is written whenever an index commit is performed. Reference nodes are
-written on every journal update. Each reference node points to the position of
-other nodes (inode nodes, data nodes etc.) on the flash that are part of this
-journal entry. These nodes are called *buds* and describe the actual filesystem
-changes including their data.
-
-The log area is maintained as a ring. Whenever the journal is almost full,
-a commit is initiated. This also writes a commit start node so that during
-mount, UBIFS will seek for the most recent commit start node and just replay
-every reference node after that. Every reference node before the commit start
-node will be ignored as they are already part of the on-flash index.
-
-When writing a journal entry, UBIFS first ensures that enough space is
-available to write the reference node and buds part of this entry. Then, the
-reference node is written and afterwards the buds describing the file changes.
-On replay, UBIFS will record every reference node and inspect the location of
-the referenced LEBs to discover the buds. If these are corrupt or missing,
-UBIFS will attempt to recover them by re-reading the LEB. This is however only
-done for the last referenced LEB of the journal. Only this can become corrupt
-because of a power cut. If the recovery fails, UBIFS will not mount. An error
-for every other LEB will directly cause UBIFS to fail the mount operation.
-
-
- | ---- LOG AREA ---- | ---------- MAIN AREA ------------ |
-
- -----+------+-----+--------+---- ------+-----+-----+---------------
- \ | | | | / / | | | \
- / CS | REF | REF | | \ \ DENT | INO | INO | /
- \ | | | | / / | | | \
- ----+------+-----+--------+--- -------+-----+-----+----------------
- | | ^ ^
- | | | |
- +------------------------+ |
- | |
- +-------------------------------+
-
-
- Figure 2: UBIFS flash layout of log area with commit start nodes
- (CS) and reference nodes (REF) pointing to main area
- containing their buds
-
-
-### LEB Property Tree/Table
-
-The LEB property tree is used to store per-LEB information. This includes the
-LEB type and amount of free and *dirty* (old, obsolete content) space [1] on
-the LEB. The type is important, because UBIFS never mixes index nodes with data
-nodes on a single LEB and thus each LEB has a specific purpose. This again is
-useful for free space calculations. See [UBIFS-WP] for more details.
-
-The LEB property tree again is a B+ tree, but it is much smaller than the
-index. Due to its smaller size it is always written as one chunk on every
-commit. Thus, saving the LPT is an atomic operation.
-
-
-[1] Since LEBs can only be appended and never overwritten, there is a
-difference between free space ie. the remaining space left on the LEB to be
-written to without erasing it and previously written content that is obsolete
-but can't be overwritten without erasing the full LEB.
-
-
-# UBIFS Authentication
-
-This chapter introduces UBIFS authentication which enables UBIFS to verify
-the authenticity and integrity of metadata and file contents stored on flash.
-
-
-## Threat Model
-
-UBIFS authentication enables detection of offline data modification. While it
-does not prevent it, it enables (trusted) code to check the integrity and
-authenticity of on-flash file contents and filesystem metadata. This covers
-attacks where file contents are swapped.
-
-UBIFS authentication will not protect against rollback of full flash contents.
-Ie. an attacker can still dump the flash and restore it at a later time without
-detection. It will also not protect against partial rollback of individual
-index commits. That means that an attacker is able to partially undo changes.
-This is possible because UBIFS does not immediately overwrites obsolete
-versions of the index tree or the journal, but instead marks them as obsolete
-and garbage collection erases them at a later time. An attacker can use this by
-erasing parts of the current tree and restoring old versions that are still on
-the flash and have not yet been erased. This is possible, because every commit
-will always write a new version of the index root node and the master node
-without overwriting the previous version. This is further helped by the
-wear-leveling operations of UBI which copies contents from one physical
-eraseblock to another and does not atomically erase the first eraseblock.
-
-UBIFS authentication does not cover attacks where an attacker is able to
-execute code on the device after the authentication key was provided.
-Additional measures like secure boot and trusted boot have to be taken to
-ensure that only trusted code is executed on a device.
-
-
-## Authentication
-
-To be able to fully trust data read from flash, all UBIFS data structures
-stored on flash are authenticated. That is:
-
-- The index which includes file contents, file metadata like extended
- attributes, file length etc.
-- The journal which also contains file contents and metadata by recording changes
- to the filesystem
-- The LPT which stores UBI LEB metadata which UBIFS uses for free space accounting
-
-
-### Index Authentication
-
-Through UBIFS' concept of a wandering tree, it already takes care of only
-updating and persisting changed parts from leaf node up to the root node
-of the full B+ tree. This enables us to augment the index nodes of the tree
-with a hash over each node's child nodes. As a result, the index basically also
-a Merkle tree. Since the leaf nodes of the index contain the actual filesystem
-data, the hashes of their parent index nodes thus cover all the file contents
-and file metadata. When a file changes, the UBIFS index is updated accordingly
-from the leaf nodes up to the root node including the master node. This process
-can be hooked to recompute the hash only for each changed node at the same time.
-Whenever a file is read, UBIFS can verify the hashes from each leaf node up to
-the root node to ensure the node's integrity.
-
-To ensure the authenticity of the whole index, the UBIFS master node stores a
-keyed hash (HMAC) over its own contents and a hash of the root node of the index
-tree. As mentioned above, the master node is always written to the flash whenever
-the index is persisted (ie. on index commit).
-
-Using this approach only UBIFS index nodes and the master node are changed to
-include a hash. All other types of nodes will remain unchanged. This reduces
-the storage overhead which is precious for users of UBIFS (ie. embedded
-devices).
-
-
- +---------------+
- | Master Node |
- | (hash) |
- +---------------+
- |
- v
- +-------------------+
- | Index Node #1 |
- | |
- | branch0 branchn |
- | (hash) (hash) |
- +-------------------+
- | ... | (fanout: 8)
- | |
- +-------+ +------+
- | |
- v v
- +-------------------+ +-------------------+
- | Index Node #2 | | Index Node #3 |
- | | | |
- | branch0 branchn | | branch0 branchn |
- | (hash) (hash) | | (hash) (hash) |
- +-------------------+ +-------------------+
- | ... | ... |
- v v v
- +-----------+ +----------+ +-----------+
- | Data Node | | INO Node | | DENT Node |
- +-----------+ +----------+ +-----------+
-
-
- Figure 3: Coverage areas of index node hash and master node HMAC
-
-
-
-The most important part for robustness and power-cut safety is to atomically
-persist the hash and file contents. Here the existing UBIFS logic for how
-changed nodes are persisted is already designed for this purpose such that
-UBIFS can safely recover if a power-cut occurs while persisting. Adding
-hashes to index nodes does not change this since each hash will be persisted
-atomically together with its respective node.
-
-
-### Journal Authentication
-
-The journal is authenticated too. Since the journal is continuously written
-it is necessary to also add authentication information frequently to the
-journal so that in case of a powercut not too much data can't be authenticated.
-This is done by creating a continuous hash beginning from the commit start node
-over the previous reference nodes, the current reference node, and the bud
-nodes. From time to time whenever it is suitable authentication nodes are added
-between the bud nodes. This new node type contains a HMAC over the current state
-of the hash chain. That way a journal can be authenticated up to the last
-authentication node. The tail of the journal which may not have a authentication
-node cannot be authenticated and is skipped during journal replay.
-
-We get this picture for journal authentication:
-
- ,,,,,,,,
- ,......,...........................................
- ,. CS , hash1.----. hash2.----.
- ,. | , . |hmac . |hmac
- ,. v , . v . v
- ,.REF#0,-> bud -> bud -> bud.-> auth -> bud -> bud.-> auth ...
- ,..|...,...........................................
- , | ,
- , | ,,,,,,,,,,,,,,,
- . | hash3,----.
- , | , |hmac
- , v , v
- , REF#1 -> bud -> bud,-> auth ...
- ,,,|,,,,,,,,,,,,,,,,,,
- v
- REF#2 -> ...
- |
- V
- ...
-
-Since the hash also includes the reference nodes an attacker cannot reorder or
-skip any journal heads for replay. An attacker can only remove bud nodes or
-reference nodes from the end of the journal, effectively rewinding the
-filesystem at maximum back to the last commit.
-
-The location of the log area is stored in the master node. Since the master
-node is authenticated with a HMAC as described above, it is not possible to
-tamper with that without detection. The size of the log area is specified when
-the filesystem is created using `mkfs.ubifs` and stored in the superblock node.
-To avoid tampering with this and other values stored there, a HMAC is added to
-the superblock struct. The superblock node is stored in LEB 0 and is only
-modified on feature flag or similar changes, but never on file changes.
-
-
-### LPT Authentication
-
-The location of the LPT root node on the flash is stored in the UBIFS master
-node. Since the LPT is written and read atomically on every commit, there is
-no need to authenticate individual nodes of the tree. It suffices to
-protect the integrity of the full LPT by a simple hash stored in the master
-node. Since the master node itself is authenticated, the LPTs authenticity can
-be verified by verifying the authenticity of the master node and comparing the
-LTP hash stored there with the hash computed from the read on-flash LPT.
-
-
-## Key Management
-
-For simplicity, UBIFS authentication uses a single key to compute the HMACs
-of superblock, master, commit start and reference nodes. This key has to be
-available on creation of the filesystem (`mkfs.ubifs`) to authenticate the
-superblock node. Further, it has to be available on mount of the filesystem
-to verify authenticated nodes and generate new HMACs for changes.
-
-UBIFS authentication is intended to operate side-by-side with UBIFS encryption
-(fscrypt) to provide confidentiality and authenticity. Since UBIFS encryption
-has a different approach of encryption policies per directory, there can be
-multiple fscrypt master keys and there might be folders without encryption.
-UBIFS authentication on the other hand has an all-or-nothing approach in the
-sense that it either authenticates everything of the filesystem or nothing.
-Because of this and because UBIFS authentication should also be usable without
-encryption, it does not share the same master key with fscrypt, but manages
-a dedicated authentication key.
-
-The API for providing the authentication key has yet to be defined, but the
-key can eg. be provided by userspace through a keyring similar to the way it
-is currently done in fscrypt. It should however be noted that the current
-fscrypt approach has shown its flaws and the userspace API will eventually
-change [FSCRYPT-POLICY2].
-
-Nevertheless, it will be possible for a user to provide a single passphrase
-or key in userspace that covers UBIFS authentication and encryption. This can
-be solved by the corresponding userspace tools which derive a second key for
-authentication in addition to the derived fscrypt master key used for
-encryption.
-
-To be able to check if the proper key is available on mount, the UBIFS
-superblock node will additionally store a hash of the authentication key. This
-approach is similar to the approach proposed for fscrypt encryption policy v2
-[FSCRYPT-POLICY2].
-
-
-# Future Extensions
-
-In certain cases where a vendor wants to provide an authenticated filesystem
-image to customers, it should be possible to do so without sharing the secret
-UBIFS authentication key. Instead, in addition the each HMAC a digital
-signature could be stored where the vendor shares the public key alongside the
-filesystem image. In case this filesystem has to be modified afterwards,
-UBIFS can exchange all digital signatures with HMACs on first mount similar
-to the way the IMA/EVM subsystem deals with such situations. The HMAC key
-will then have to be provided beforehand in the normal way.
-
-
-# References
-
-[CRYPTSETUP2] http://www.saout.de/pipermail/dm-crypt/2017-November/005745.html
-
-[DMC-CBC-ATTACK] http://www.jakoblell.com/blog/2013/12/22/practical-malleability-attack-against-cbc-encrypted-luks-partitions/
-
-[DM-INTEGRITY] https://www.kernel.org/doc/Documentation/device-mapper/dm-integrity.txt
-
-[DM-VERITY] https://www.kernel.org/doc/Documentation/device-mapper/verity.txt
-
-[FSCRYPT-POLICY2] https://www.spinics.net/lists/linux-ext4/msg58710.html
-
-[UBIFS-WP] http://www.linux-mtd.infradead.org/doc/ubifs_whitepaper.pdf