xref: /openbmc/docs/designs/estoraged.md (revision ba560cc31297caddfc157c540ae9e6d760d630e5)
1# eStoraged Design - Encrypted Secondary Storage Management Daemon
2
3Author: John Wedig <johnwedig@google.com>
4
5Other contributors:
6
7- John Broadbent <jebr@google.com>
8- Benjamin Fair <benjaminfair@google.com>
9- Nancy Yuenn <yuenn@google.com>
10
11Created: September 2, 2021
12
13## Problem Description
14
15This daemon will serve as an abstraction for an encrypted storage device,
16encapsulating the security functionality and providing a D-Bus interface to
17manage the encrypted filesystem on the device. Using the D-Bus interface, other
18software components can interact with eStoraged to do things like create a new
19encrypted filesystem, wipe its contents, lock/unlock the device, or change the
20password.
21
22## Background and References
23
24This design is intended to manage secondary storage devices and cannot be used
25for the root filesystem, i.e. the BMC needs to be able to boot while the device
26is still locked.
27
28This design makes use of the
29[cryptsetup](https://gitlab.com/cryptsetup/cryptsetup) utility, which in turn
30uses the [dm-crypt](https://en.wikipedia.org/wiki/Dm-crypt) kernel subsystem.
31Dm-crypt provides the encryption and device mapping capability, and Cryptsetup
32provides the [LUKS](https://en.wikipedia.org/wiki/Linux_Unified_Key_Setup)
33capability, which facilitates password management so that we can do things like
34change the password without re-encrypting the entire device.
35
36This design is specifically targeted for use with eMMC devices, and we plan to
37make use of the lock/unlock feature (CMD42) at the eMMC hardware level as an
38additional security measure. This feature prohibits all read or write accesses
39to the device while locked. Some documentation on this feature can be found in
40the
41[JEDEC standard JESD84-B51A](https://www.jedec.org/document_search?search_api_views_fulltext=jesd84-b51),
42or in this document:
43[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).
44
45There are several types of keys referenced in this doc:
46
47- Volume key: The main encryption key used to encrypt the data on the block
48  device.
49- Encryption Password: The password needed to load the volume key into RAM and
50  decrypt the filesystem.
51- Device Password: The password to lock or unlock the device hardware.
52
53## Requirements
54
55This design should provide an interface for the following capabilities:
56
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
65- Generate a volume key using a random number generator with enough entropy,
66  making it sufficiently random and secure.
67- Utilize any security features provided by the hardware (as a defense-in-depth
68  measure).
69- Use interfaces that are generic enough, so that they can be extended to
70  support additional types of storage devices, as desired. For example,
71  different devices will have different command sets for device locking, e.g.
72  MMC, SATA, NVMe. Initially, we plan to only use eStoraged with eMMC devices,
73  but we may wish to use this with other types of storage devices in the 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 from
80user input, fetched from a secure location, or the client daemon could generate
81the passwords itself.
82
83## Proposed Design
84
85eStoraged will represent each eMMC device as an object on D-Bus that implements
86an interface providing these methods and properties:
87
88- (method) Format
89- (method) Erase
90- (method) Lock
91- (method) Unlock
92- (method) Change Password
93- (property) Locked
94- (property) Status
95
96Upon startup, eStoraged will create a D-Bus object for each eMMC device in the
97system. Specifically, we will use udev to launch an eStoraged instance for each
98eMMC. The bus name and object name will be as follows:
99
100Bus Name: xyz.openbmc_project.eStorage.\<device name\> Object Path:
101/xyz/openbmc_project/storage/\<device name\>
102
103The object path is intended to be generic enough, so that we could ultimately
104have multiple daemons managing the same storage device, while using the same
105object path. For example, this daemon would handle the encryption, whereas
106another daemon could provide stats for the same device.
107
108To manage the encrypted filesystem, we will make use of the
109[cryptsetup API](https://mbroz.fedorapeople.org/libcryptsetup_API/). This
110library provides functions to create a new LUKS header, set the password, etc.
111
112For eMMC devices, we plan to enable the password locking feature (CMD42), to
113prevent all read or write accesses to the device while locked. So, the "Locked"
114property will mean both locked at the hardware level and locked at the
115encryption level. We will likely use the ioctl interface to send the relevant
116commands to the eMMC, similar to what
117[mmc utils](https://git.kernel.org/pub/scm/utils/mmc/mmc-utils.git/) does.
118
119Support for hardware locking on other types of devices can be added as needed,
120but at the very least, encryption-only locking will be available, even if
121hardware locking isn't supported for a particular device.
122
123As mentioned earlier, the client will provide a password. This password will be
124used by eStoraged to generate two different passwords: the encryption password
125and the device password (if hardware locking is available). The passwords will
126be different, so that in the event that one password is compromised, we still
127have some protection from the other password.
128
129The Erase method should provide a way to specify the type of erase, e.g. write
130all zeros, or do something else. Different organizations may have different
131opinions of what a secure erase entails.
132
133Since some of the D-Bus methods may take a while (e.g. installing a new
134encrypted filesystem), the D-Bus interface will be asynchronous, with the
135"Status" property that can be queried to indicate one of the following: success,
136error, or in-progress.
137
138## Alternatives Considered
139
140An alternative would be to use systemd targets to manage the eMMC. For example,
141the
142[systemd-cryptsetup@.service](https://www.freedesktop.org/software/systemd/man/systemd-cryptsetup@.service.html)
143is often used to unlock an encrypted block device, where it takes the password
144from a key file or from user input. However, the OpenBMC architecture calls for
145using D-Bus as the primary form of inter-process communication. In addition,
146using a daemon with a well-defined D-Bus interface keeps the security
147functionality more isolated, maintainable, and testable.
148
149Another related piece of software is UDisks2, which also exports a D-Bus object
150for each storage device in a system. It is capable of setting up an encrypted
151block device with the Format method:
152[org.freedesktop.UDisks2.Format](http://storaged.org/doc/udisks2-api/latest/gdbus-org.freedesktop.UDisks2.Block.html#gdbus-method-org-freedesktop-UDisks2-Block.Format).
153And it provides several additional methods related to encryption: Lock, Unlock,
154and ChangePassphrase. See the D-Bus interface
155[org.freedesktop.UDisks2.Encrypted](http://storaged.org/doc/udisks2-api/2.7.5/gdbus-org.freedesktop.UDisks2.Encrypted.html).
156The main problem preventing us from leveraging this tool is that it increases
157our image size too much. We found that the compressed image size increased by 22
158MB due to the transitive dependencies being pulled in, e.g. mozjs and python.
159
160## Impacts
161
162To make use of eStoraged, it may be necessary to provide another client daemon
163that manages the password and invokes the D-Bus API for eStoraged. Since the
164password management scheme can be unique for different platforms and
165organizations, it is outside the scope of this design.
166
167## Testing
168
169- Unit tests to validate the various code paths in eStoraged.
170- Regression tests will exercise the various D-Bus methods: encrypt, erase,
171  lock, unlock, and change password.
172