xref: /openbmc/docs/designs/estoraged.md (revision d045c8aa)
1# eStoraged Design - Encrypted Secondary Storage Management Daemon
2
3Author: John Wedig (johnwedig@google.com)
4
5Other contributors: John Broadbent (jebr@google.com) Benjamin Fair
6(benjaminfair@google.com) Nancy Yuenn (yuenn@google.com)
7
8Created: September 2, 2021
9
10## Problem Description
11
12This daemon will serve as an abstraction for an encrypted storage device,
13encapsulating the security functionality and providing a D-Bus interface to
14manage the encrypted filesystem on the device. Using the D-Bus interface, other
15software components can interact with eStoraged to do things like create a new
16encrypted filesystem, wipe its contents, lock/unlock the device, or change the
17password.
18
19## Background and References
20
21This design is intended to manage secondary storage devices and cannot be used
22for the root filesystem, i.e. the BMC needs to be able to boot while the device
23is still locked.
24
25This design makes use of the
26[cryptsetup](https://gitlab.com/cryptsetup/cryptsetup) utility, which in turn
27uses the [dm-crypt](https://en.wikipedia.org/wiki/Dm-crypt) kernel subsystem.
28Dm-crypt provides the encryption and device mapping capability, and Cryptsetup
29provides the [LUKS](https://en.wikipedia.org/wiki/Linux_Unified_Key_Setup)
30capability, which facilitates password management so that we can do things like
31change the password without re-encrypting the entire device.
32
33This design is specifically targeted for use with eMMC devices, and we plan to
34make use of the lock/unlock feature (CMD42) at the eMMC hardware level as an
35additional security measure. This feature prohibits all read or write accesses
36to the device while locked. Some documentation on this feature can be found in
37the
38[JEDEC standard JESD84-B51A](https://www.jedec.org/document_search?search_api_views_fulltext=jesd84-b51),
39or in this document:
40[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).
41
42There are several types of keys referenced in this doc:
43
44- Volume key: The main encryption key used to encrypt the data on the block
45  device.
46- Encryption Password: The password needed to load the volume key into RAM and
47  decrypt the filesystem.
48- Device Password: The password to lock or unlock the device hardware.
49
50## Requirements
51
52This design should provide an interface for the following capabilities:
53
54- Create a new LUKS encrypted filesystem on the device
55- Securely wipe the device and verify that the data was wiped
56- Lock the device
57- Unlock the device
58- Change the password
59
60In addition, eStoraged should:
61
62- Generate a volume key using a random number generator with enough entropy,
63  making it sufficiently random and secure.
64- Utilize any security features provided by the hardware (as a defense-in-depth
65  measure).
66- Use interfaces that are generic enough, so that they can be extended to
67  support additional types of storage devices, as desired. For example,
68  different devices will have different command sets for device locking, e.g.
69  MMC, SATA, NVMe. Initially, we plan to only use eStoraged with eMMC devices,
70  but we may wish to use this with other types of storage devices in the future.
71
72The users of this design can be any other software component in the BMC. Some
73client daemon on the BMC will interact with eStoraged to set up a new encrypted
74filesystem on the eMMC. In addition, the client daemon could be configured to
75unlock the eMMC device when the BMC boots. It is the responsibility of the
76client daemon to provide a password. For example, this password could come from
77user input, fetched from a secure location, or the client daemon could generate
78the passwords itself.
79
80## Proposed Design
81
82eStoraged will represent each eMMC device as an object on D-Bus that implements
83an interface providing these methods and properties:
84
85- (method) Format
86- (method) Erase
87- (method) Lock
88- (method) Unlock
89- (method) Change Password
90- (property) Locked
91- (property) Status
92
93Upon startup, eStoraged will create a D-Bus object for each eMMC device in the
94system. Specifically, we will use udev to launch an eStoraged instance for each
95eMMC. The bus name and object name will be as follows:
96
97Bus Name: xyz.openbmc_project.eStorage.\<device name\> Object Path:
98/xyz/openbmc_project/storage/\<device name\>
99
100The object path is intended to be generic enough, so that we could ultimately
101have multiple daemons managing the same storage device, while using the same
102object path. For example, this daemon would handle the encryption, whereas
103another daemon could provide stats for the same device.
104
105To manage the encrypted filesystem, we will make use of the
106[cryptsetup API](https://mbroz.fedorapeople.org/libcryptsetup_API/). This
107library provides functions to create a new LUKS header, set the password, etc.
108
109For eMMC devices, we plan to enable the password locking feature (CMD42), to
110prevent all read or write accesses to the device while locked. So, the "Locked"
111property will mean both locked at the hardware level and locked at the
112encryption level. We will likely use the ioctl interface to send the relevant
113commands to the eMMC, similar to what
114[mmc utils](https://git.kernel.org/pub/scm/utils/mmc/mmc-utils.git/) does.
115
116Support for hardware locking on other types of devices can be added as needed,
117but at the very least, encryption-only locking will be available, even if
118hardware locking isn't supported for a particular device.
119
120As mentioned earlier, the client will provide a password. This password will be
121used by eStoraged to generate two different passwords: the encryption password
122and the device password (if hardware locking is available). The passwords will
123be different, so that in the event that one password is compromised, we still
124have some protection from the other password.
125
126The Erase method should provide a way to specify the type of erase, e.g. write
127all zeros, or do something else. Different organizations may have different
128opinions of what a secure erase entails.
129
130Since some of the D-Bus methods may take a while (e.g. installing a new
131encrypted filesystem), the D-Bus interface will be asynchronous, with the
132"Status" property that can be queried to indicate one of the following: success,
133error, or in-progress.
134
135## Alternatives Considered
136
137An alternative would be to use systemd targets to manage the eMMC. For example,
138the
139[systemd-cryptsetup@.service](https://www.freedesktop.org/software/systemd/man/systemd-cryptsetup@.service.html)
140is often used to unlock an encrypted block device, where it takes the password
141from a key file or from user input. However, the OpenBMC architecture calls for
142using D-Bus as the primary form of inter-process communication. In addition,
143using a daemon with a well-defined D-Bus interface keeps the security
144functionality more isolated, maintainable, and testable.
145
146Another related piece of software is UDisks2, which also exports a D-Bus object
147for each storage device in a system. It is capable of setting up an encrypted
148block device with the Format method:
149[org.freedesktop.UDisks2.Format](http://storaged.org/doc/udisks2-api/latest/gdbus-org.freedesktop.UDisks2.Block.html#gdbus-method-org-freedesktop-UDisks2-Block.Format).
150And it provides several additional methods related to encryption: Lock, Unlock,
151and ChangePassphrase. See the D-Bus interface
152[org.freedesktop.UDisks2.Encrypted](http://storaged.org/doc/udisks2-api/2.7.5/gdbus-org.freedesktop.UDisks2.Encrypted.html).
153The main problem preventing us from leveraging this tool is that it increases
154our image size too much. We found that the compressed image size increased by 22
155MB due to the transitive dependencies being pulled in, e.g. mozjs and python.
156
157## Impacts
158
159To make use of eStoraged, it may be necessary to provide another client daemon
160that manages the password and invokes the D-Bus API for eStoraged. Since the
161password management scheme can be unique for different platforms and
162organizations, it is outside the scope of this design.
163
164## Testing
165
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