xref: /openbmc/docs/designs/estoraged.md (revision a53780e9)
1
2# eStoraged Design - Encrypted Secondary Storage Management Daemon
3
4Author: John Wedig (johnwedig@google.com)
5
6Primary assignee: John Wedig
7
8Other contributors:
9John Broadbent (jebr@google.com)
10Benjamin Fair (benjaminfair@google.com)
11Nancy Yuenn (yuenn@google.com)
12
13Created: September 2, 2021
14
15## Problem Description
16
17This daemon will serve as an abstraction for an encrypted storage device,
18encapsulating the security functionality and providing a D-Bus interface to
19manage the encrypted filesystem on the device. Using the D-Bus interface, other
20software components can interact with eStoraged to do things like create a
21new encrypted filesystem, wipe its contents, lock/unlock the device, or change
22the password.
23
24## Background and References
25
26This design is intended to manage secondary storage devices and cannot be used
27for the root filesystem, i.e. the BMC needs to be able to boot while the device
28is still locked.
29
30This design makes use of the
31[cryptsetup](https://gitlab.com/cryptsetup/cryptsetup) utility, which in turn
32uses the [dm-crypt](https://en.wikipedia.org/wiki/Dm-crypt) kernel subsystem.
33Dm-crypt provides the encryption and device mapping capability, and Cryptsetup
34provides the [LUKS](https://en.wikipedia.org/wiki/Linux_Unified_Key_Setup)
35capability, which facilitates password management so that we can do things like
36change the password without re-encrypting the entire device.
37
38This design is specifically targeted for use with eMMC devices, and we plan to
39make use of the lock/unlock feature (CMD42) at the eMMC hardware level as an
40additional security measure. This feature prohibits all read or write accesses
41to the device while locked. Some documentation on this feature can be found in
42the
43[JEDEC standard JESD84-B51A](https://www.jedec.org/document_search?search_api_views_fulltext=jesd84-b51), or in this document:
44[Enabling SD/uSD Card Lock/Unlock Feature in Linux](https://media-www.micron.com/-/media/client/global/documents/products/technical-note/sd-cards/tnsd01_enable_sd_lock_unlock_in_linux.pdf?rev=03f03a6bc0f8435fafa93a8fc8e88988).
45
46There are several types of keys referenced in this doc:
47
48- Volume key: The main encryption key used to encrypt the data on the block
49  device.
50- Encryption Password: The password needed to load the volume key into RAM and
51  decrypt the filesystem.
52- Device Password: The password to lock or unlock the device hardware.
53
54## Requirements
55
56This design should provide an interface for the following capabilities:
57- Create a new LUKS encrypted filesystem on the device
58- Securely wipe the device and verify that the data was wiped
59- Lock the device
60- Unlock the device
61- Change the password
62
63In addition, eStoraged should:
64- Generate a volume key using a random number generator with enough entropy,
65  making it sufficiently random and secure.
66- Utilize any security features provided by the hardware (as a defense-in-depth
67  measure).
68- Use interfaces that are generic enough, so that they can be extended to
69  support additional types of storage devices, as desired. For example,
70  different devices will have different command sets for device locking, e.g.
71  MMC, SATA, NVMe. Initially, we plan to only use eStoraged with eMMC devices,
72  but we may wish to use this with other types of storage devices in the
73  future.
74
75The users of this design can be any other software component in the BMC. Some
76client daemon on the BMC will interact with eStoraged to set up a new encrypted
77filesystem on the eMMC. In addition, the client daemon could be configured to
78unlock the eMMC device when the BMC boots. It is the responsibility of the
79client daemon to provide a password. For example, this password could come
80from user input, fetched from a secure location, or the client daemon could
81generate the passwords itself.
82
83## Proposed Design
84
85eStoraged will represent each eMMC device as an object on D-Bus that
86implements an interface providing these methods and properties:
87- (method) Format
88- (method) Erase
89- (method) Lock
90- (method) Unlock
91- (method) Change Password
92- (property) Locked
93- (property) Status
94
95Upon startup, eStoraged will create a D-Bus object for each eMMC device in
96the system. Specifically, we will use udev to launch an eStoraged instance for
97each eMMC. The bus name and object name will be as follows:
98
99Bus Name: xyz.openbmc\_project.eStorage.\<device name\>
100Object Path: /xyz/openbmc\_project/storage/\<device name\>
101
102The object path is intended to be generic enough, so that we could ultimately
103have multiple daemons managing the same storage device, while using the same
104object path. For example, this daemon would handle the encryption, whereas
105another daemon could provide stats for the same device.
106
107To manage the encrypted filesystem, we will make use of the
108[cryptsetup API](https://mbroz.fedorapeople.org/libcryptsetup_API/). This
109library provides functions to create a new LUKS header, set the password, etc.
110
111For eMMC devices, we plan to enable the password locking feature (CMD42),
112to prevent all read or write accesses to the device while locked. So, the
113"Locked" property will mean both locked at the hardware level and locked at the
114encryption level. We will likely use the ioctl interface to send the relevant
115commands to the eMMC, similar to what
116[mmc utils](https://git.kernel.org/pub/scm/utils/mmc/mmc-utils.git/) does.
117
118Support for hardware locking on other types of devices can be added as needed,
119but at the very least, encryption-only locking will be available, even if
120hardware locking isn't supported for a particular device.
121
122As mentioned earlier, the client will provide a password. This password will
123be used by eStoraged to generate two different passwords: the encryption
124password and the device password (if hardware locking is available). The
125passwords will be different, so that in the event that one password is
126compromised, we still have some protection from the other password.
127
128The Erase method should provide a way to specify the type of erase, e.g. write
129all zeros, or do something else. Different organizations may have different
130opinions of what a secure erase entails.
131
132Since some of the D-Bus methods may take a while (e.g. installing a new
133encrypted filesystem), the D-Bus interface will be asynchronous, with the
134"Status" property that can be queried to indicate one of the following:
135success, error, or in-progress.
136
137## Alternatives Considered
138An alternative would be to use systemd targets to manage the eMMC. For example,
139the
140[systemd-cryptsetup@.service](https://www.freedesktop.org/software/systemd/man/systemd-cryptsetup@.service.html)
141is often used to unlock an encrypted block device, where it takes the password
142from a key file or from user input. However, the OpenBMC architecture calls for
143using D-Bus as the primary form of inter-process communication. In addition,
144using a daemon with a well-defined D-Bus interface keeps the security
145functionality more isolated, maintainable, and testable.
146
147Another related piece of software is UDisks2, which also exports a D-Bus object
148for each storage device in a system. It is capable of setting up an encrypted
149block device with the Format method:
150[org.freedesktop.UDisks2.Format](http://storaged.org/doc/udisks2-api/latest/gdbus-org.freedesktop.UDisks2.Block.html#gdbus-method-org-freedesktop-UDisks2-Block.Format).
151And it provides several additional methods related to encryption: Lock, Unlock,
152and ChangePassphrase. See the D-Bus interface
153[org.freedesktop.UDisks2.Encrypted](http://storaged.org/doc/udisks2-api/2.7.5/gdbus-org.freedesktop.UDisks2.Encrypted.html).
154The main problem preventing us from leveraging this tool is that it increases
155our image size too much. We found that the compressed image size increased by
15622 MB due to the transitive dependencies being pulled in, e.g. mozjs and
157python.
158
159## Impacts
160To make use of eStoraged, it may be necessary to provide another client daemon
161that manages the password and invokes the D-Bus API for eStoraged. Since the
162password management scheme can be unique for different platforms and
163organizations, it is outside the scope of this design.
164
165## Testing
166- Unit tests to validate the various code paths in eStoraged.
167- Regression tests will exercise the various D-Bus methods: encrypt, erase,
168  lock, unlock, and change password.
169