DOKK Library

Recent Security Enhancements in NetBSD (September 2006)

Authors Elad Efrat

License CC-BY-2.5

Plaintext
                 Recent Security Enhancements in NetBSD
                               Elad Efrat <elad@NetBSD.org>

                                        September 2006

Abstract
Over the years, NetBSD obtained the position of the BSD focusing on portability.
While it is true that NetBSD offers an easily portable operating system, care is also
given to other areas, such as security. This paper presents the NetBSD philosophy of
security, design decisions, and currently offered security features. Finally, some of the
current and future research will be revealed.

1. Introduction
Running on almost twenty different architectures, and easily portable to others,
NetBSD gained its reputation as the most portable operating system on the planet.
While that may indicate high quality code, the ever demanding networked world cares
about more than just that. Over the past year, NetBSD evolved quite a bit in various
areas; this paper, however, will focus on the aspect relating to security.

This paper was written and structured to present a full overview of the recent security
enhancements in NetBSD in an easily readable and balanced form that will satisfy
new, intermediate, and experienced users. References were sprinkled across the text to
provide more information to those who want the gory details, while preserving the
continuity.

Section 2 will present the bigger picture of security in NetBSD: how NetBSD
perceives security, the design decisions of NetBSD software in general and the
security infrastructure and features more specifically. Section 3 will present a detailed
overview of the recent enhancements in the security infrastructure and features of
NetBSD including, where relevant, details about the design, implementation, and
possible future development. Section 4 will present current security-related research
and development in NetBSD, and section 5 will discuss how the described
enhancements work together to provide a more secure platform. Section 6 concludes
the paper, and summarizes availability of discussed features.

2. The Tao of NetBSD Security
We are all familiar with the mantra that security is a process, not a product. When
regarding software development, specifically operating systems, it should be part of
the design, from the ground up. As the descendent of an operating system over 20
years old, NetBSD carries a security model designed and implemented with different
threats in mind; the Internet was smaller, more naive, and less popular.

The following sections will provide background to the approach taken to enhance the
security of the NetBSD operating system: the considerations, existing approaches, and
case-studies.

2.1 Considerations




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When approaching to enhance the security of NetBSD, two of the most important
leading principles were maintaining compatibility and interoperability1. Presenting
changes that would dramatically impact the user-base was out of question, and careful
planning had to be done. In addition, any change to underlying back-ends had to be
well thought-out so it maintains existing semantics without enforcing them during
design stage.

2.2 Security Approaches
Operating system security is nothing new, and NetBSD is not the first to address the
issue. In designing software – and security software in particular, it is mandatory to
learn from the experience of previous work. Below are some common approaches to
security and real-world case-studies.

2.2.1 Code Auditing
Code auditing addresses security issues by looking for programming glitches in the
source code of the program, often with the assistant of automated tools2. Normally the
work of vulnerability researchers, when done proactively by the programmers
themselves, has the potential of locating and fixing bugs with security implications
before anyone else finds and exploits them.

While some would argue that striving to produce bug-free code is the one true way of
achieving security, this view is a fallacy for two main reasons. The first is that
security issues are not always the result of programming errors; while code auditing
tries to ensure no software bugs will be maliciously exploited because said bugs
would simply not exist, it alone ignores other important aspects, such as configuration
errors and user behavior policies.

The second reason is that it is not possible to write bug-free code3. Over the past
decade, the awareness to writing secure code rose significantly; automated tools
evolved, allowing easy pinpointing of software bugs; open-source software is
available for the review of thousands – if not millions – of people; yet, we still see
new security vulnerabilities on a daily basis. Some of those, ironically, are of the
exact same type that affected us ten or twenty years ago4.

2.2.2 Exploit Mitigation
The unorthodox approach of exploit mitigation addresses bugs from the opposite
direction of code auditing: instead of looking for them in and removing them from
software to make it more secure, it adds bugs to the exploit code to prevent it from
working. While that may be over-simplified, the purpose of exploit mitigation
technologies is to interfere with the inner-workings of the exploit, eliminating the –
often unusual – conditions that make it work.

On one hand, some would claim that exploit mitigation discourages developers from
writing secure code and vendors from quickly responding to security incidents: they

1
  Two other leading principles – not impacting the system performance and an easy user interface, will
not be discussed in this paper.
2
  Coverity, for example, offered its services to various open-source projects, including NetBSD, for
free. See http://scan.coverity.com
3
  http://www.cs.columbia.edu/~smb/papers/acm-predict.pdf
4
  http://www.cert.org/homeusers/buffer_overflow.html


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know there's a safety net guarding them, and so they pay less attention to security
when writing code, or taking their time coming up with fixes for security issues.

On the other hand, however, this is also where exploit mitigation technologies excel:
they introduce the concept of preventing the successful exploitation of security
vulnerabilities, even before a fix is available. Moreover, they prevent entire classes of
bugs, and don't require constant updating.

2.2.3 Architectural Integration
So far, the previous two approaches assume the cause of a security breach is a bug in
the code that is being exploited. The first approach tries to eliminate such bugs, and
the second one tries to make it next to impossible to successfully exploit them.
However, some environments require more than just that – for example, the ability to
define detailed usage policies and associate them with entities on the system became a
mandatory part of many security policies. In our context, we can relate that to the
Unix permissions model; simply put, due to the coarse separation between a normal
user and a superuser, it cannot be used to express many security policies as detailed as
may be required.

That led to the research of various modern security models, of which most recognized
ones are fine-grained5 discretionary access controls (DACs) and mandatory access
controls (MACs). To put things simple, DACs focus on the data owner's ability to
specify who can use it and for what; MACs focus on a mandatory policy that affects
everyone.

These systems allow an administrator – and where applicable, the users – to specify
fine-grained policies; effectively, this means that a user or a program can be made to
work with the minimal amount of privileges required for their operation (which, as
implied above, cannot be done with the traditional Unix security model), resulting in
damage containment in case of compromise or otherwise minimized impact from
security vulnerabilities.

2.2.4 Layered security
To itself, layered security6 is not a single approach. Where any of the previous three
took a different route, the layered security approach suggests that maximized security
can only be achieved by combining efforts on all fronts: code auditing is important,
but does not come in place of useful exploit mitigation technologies; and architectural
integration, of course, has little to do with any of them.

Although the above may sound obvious, it is not too often when you see an operating
system that puts an emphasis on all three aspects; it will usually be the case that only
one of the approaches is fully practiced. Following are some short case-studies that
illustrate the importance of each approach by using real-world examples.

2.2.5 Case Studies
Shortly after splitting from NetBSD in 1995, OpenBSD became widely known for its
unique – at the time – approach to security: proactive code auditing. Instead of
5
  I emphasize fine-grained because DACs already exist on Unix; however, as noted, they are too
coarse.
6
  Also known as Defense in Depth.


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retroactively responding to security issues, OpenBSD developers performed thorough
code auditing sessions, sweeping for bugs. This act proved itself more than once, after
vulnerabilities found in other operating systems were already fixed7 in OpenBSD.

This, however, did not last too long. In 2002, winds of change blew through the
OpenBSD mindset: the long standing fort of code auditing fell, adopting exploit
mitigation technologies to its lap8. While the reasons behind the move were not
published, some speculate that it was the release of an exploit allowing full system
compromise of OpenBSD's default configuration9 that finally proved that even a
group of dedicated programmers cannot find all bugs; at least not first.

Said exploit mitigation technologies made their public debut around 1996, with the
appearance of the Openwall10 project, and later evolved dramatically by the PaX11
project in 2000. Research done in both projects formed the basis of today's exploit
mitigation technologies. Another commonality of the two was that they offered an
implementation based on Linux – which only makes one wonder why it was
OpenBSD that was the first to officially adopt these technologies.

Linux, however, took a different direction. First with the addition of POSIX.1e12
capabilities in 1999, fine-grained discretionary access controls, later with SELinux13,
an implementation of mandatory access controls, and finally with the introduction of
the Linux Security Modules framework14, abstracting the implementation of both,
Linux focused mainly on offering means for an administrator to define a detailed
security policy, hoping to minimize the effect of a vulnerability.

Not lagging behind too much, though, exploit mitigation technologies also appeared
in the official Linux kernel during 2004-2005; in fact, they also made an entrance to
the official Windows world with Windows XP SP215, and Windows Vista is expected
to include even more such technologies16.

Simply put, all three major approaches have been practiced by widely used operating
systems at one point or another. It is clear to see that although initially a single
approach was chosen, eventually it was understood that layered security is the key to
stronger defense of computer systems.

2.3 The NetBSD Perception of Security
Learning from others’ experience, the approach taken by NetBSD employs three main
principles:
  Simplicity. There is no point in providing a feature, whether it’s a kernel
    subsystem or a userland tool, if it’s not intuitive and easy to use. Furthermore,
    overly complex code is harder to audit, which may lead to additional bugs.

7
  http://www.openbsd.org/security.html#process
8
  http://www.monkey.org/openbsd/archive/misc/0207/msg01977.html
9
  http://www.securityfocus.com/news/493
10
   http://www.openwall.com
11
   http://pax.grsecurity.net
12
   http://wt.xpilot.org/publications/posix.1e/
13
   http://www.nsa.gov/selinux/papers/module/t1.html
14
   http://www.kroah.com/linux/talks/usenix_security_2002_lsm_paper/lsm.pdf
15
   http://www.microsoft.com/technet/prodtechnol/winxppro/maintain/sp2mempr.mspx
16
   http://blogs.msdn.com/michael_howard/archive/2006/05/26/608315.aspx


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      Layered security. It is well understood that there is no single solution to security.
       NetBSD addresses security from a variety of angles, including code auditing,
       adequate and extensible security infrastructure, and exploit mitigation
       technologies.
      Sane defaults. Accepting that security may not be the highest priority for all
       users, NetBSD provides sane defaults to fit the common case. Detailed
       supplementary documentation helps enable and configure the various security
       features.

Using the above guidelines, a variety of security solutions were evaluated to address
different threat models. With emphasis on implementing a solution that would fix a
real problem and provide an intuitive and easy to use interface (when one is required),
a variety of changes – ranging from tiny hooks, through additional kernel subsystems,
to architectural modifications, NetBSD has made important first steps in improving its
overall security.

3. Overview of Recent NetBSD Security Enhancements

3.1 Kernel Authorization
The introduction of kernel authorization, often referred to as kauth(9), in the NetBSD
kernel has been one of the larger-scale changes ever done in NetBSD. The interface is
modeled after an interface of the same name developed by Apple for Mac OS X17,
though unfortunately due to licensing issues it was impossible to make use of existing
code, and so the NetBSD implementation was written completely from scratch.

Kernel authorization redefines the way credentials are handled by the kernel, and
offers a simple and easy to use – yet powerful and extensible – kernel programming
interface to enforce security policies. It is important to emphasize that kernel
authorization does not provide any additional security by itself, but rather provides an
interface on top of which security policies can be easily implemented. The strength of
the security directly depends on the strength of the policy used.

The kernel authorization infrastructure is required for supporting fine-grained
capabilities, ACLs, and pluggable security models among other things. It will allow
NetBSD administrators and users to maintain the existing traditional Unix security
model, offer capabilities to replace set-user-id and set-group-id programs, and allow
third-party developers and appliance manufacturers to implement a custom security
model to either replace or sit on-top of the existing one.

3.1.1 Related Work
Similar infrastructures are Linux's LSM (discussed earlier) and TrustedBSD's (now in
FreeBSD) MAC framework18. Both have been in use for a couple of years, but like
kernel authorization, are still very young to backup with real-world experiences.

3.1.2 Design
Apple did most of the design work for the kernel authorization infrastructure. A large
part of the design is available online, and it’s merely the implementation that was

17
     http://developer.apple.com/technotes/tn2005/tn2127.html
18
     http://www.trustedbsd.org/trustedbsd-discex3.pdf


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unavailable. Therefore, most of the design-related work in doing the native NetBSD
port focused on completing the missing parts from the online documentation and
taking care of compatibility issues.

Kernel authorization maps the privilege landscape of the kernel to actions grouped as
scopes. For example, the process scope groups actions such as “can trace”, “can see”,
and “can signal” – which are all operations on processes.

When a request for an operation is made, the action is passed to the authorization
wrapper of the relevant scope, together with related context. The context is variable:
it is different for each request. The authorization wrapper dispatches the request and
the context to the listeners associated with the scope. Each listener can return a
decision – either allow, deny, or defer (indicating the decision should be left to the
other listeners) – and the authorization wrapper evaluates the responses from all
listeners to decide whether to allow or deny the request.

In order for a request to be allowed, no listener may return a deny decision. If all
listeners return a defer decision, the request is denied.

3.1.3 Implementation
The implementation of kernel authorization in NetBSD was done in several stages.
First, the backend was written. This included the majority of the code that worked
behind the scenes to implement the credential memory management and reference
counting, locking, and scope and listener management. It was then tested to ensure all
parts work as a black-boxes, allowing initial integration in the NetBSD code. Part of
that work included merging the contents of the ucred and pcred structs into a single,
opaque (as possible) type called kauth_cred_t.

The next step was a series of mechanical kernel programming interface changes.
Credentials could no longer be allocated on the stack, and so a lot of code had to be
modified to use the kauth(9) memory management routines. Additionally, code that
directly referenced members of the ucred and pcred structures had to be modified to
use the accessor and mutator routines provided by the kauth(9) interface. Existing
interfaces such as suser(9) and groupmember(9) were deprecated in favor of calls to
kernel authorization wrappers, and others such as sys_setgroups(2) and
sys_getgroups(2) were modified to use the new interfaces.

The following step consisted of thorough testing – to ensure transparent integration
and equivalent semantics – which uncovered some bugs with the kernel authorization
code, most of them in the NFS portion of the kernel.

3.1.4 Future Development
While implementing the kernel authorization back-end and making the kernel
dispatch its authorization requests to it was an important ground preparation, there is
more work to be done before declaring this interface useful.

The first step in the integration of kernel authorization was mostly mechanical and
transparent to users, intended to preserve existing semantics. The next logical step is
to examine the kernel to ensure the interface abstracts the security model used in
NetBSD.


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Given its heritage, the NetBSD kernel is too tightly coupled with the Unix security
model, and the concept of a single super-user with a user-id of zero is often hard-
coded. For example, a lot of privileged operations check for an effective user-id of
zero directly in the process’ credentials structure, not making use of the suser(9)
interface.

The next logical step will be to identify these locations, and properly replace these
vague effective user-id checks with calls to the kernel authorization interface,
describing the privilege required to complete the operation. The same applies to any
authorization wrapper calls acting as placeholders, checking for super-user rights.

The above work will result in the complete abstraction of the security model used in
the NetBSD kernel, allowing switching easy as a one-line change in the kernel
configuration between the Unix security model, a finer-grained capabilities model, or
a third-party security model possibly implemented using an LKM.

3.2 Veriexec
Veriexec is NetBSD’s file-integrity subsystem, allowing the verification of a file's
digital fingerprint before accessing it. Introduced in NetBSD by Brett Lymn in 200219
and later integrating work from Vexec of the Stephanie project20 in 2005, Veriexec
provides means to ensure real-time file integrity and monitoring combined with
intrusion detection and prevention capabilities.

Initially self-contained, Veriexec’s core – the interface for associating meta-data with
files regardless of file-system support using in-kernel memory – was recently
abstracted21 to form the Fileassoc interface to satisfy similar needs from other
features.

3.2.1 Related Work
Integrity checker implementations have been around for decades. Used for various
purposes such as virus protection in DOS and file changes notifications in Unix, the
concept itself is not new to the security industry. Dr. Fred Cohen's research was
among the first to offer insight about using integrity checkers to protect from
malicious software22. Tripwire23, presented by Eugene Spafford and Gene Kim,
allowed system administrators to be notified about corrupted or altered files in a
timely fashion.

Yet, while there are numerous products for every computing environment, they all
share a common set of flaws that prevents them from realizing their potential.

First, none of them integrates with the operating system deep enough to provide real-
time protection: most are retroactive tools used to notify after changes were detected.

19
   http://mail-index.netbsd.org/tech-security/2002/10/30/0000.html
20
   http://ethernet.org/~brian/Stephanie/
21
   http://mail-index.netbsd.org/tech-kern/2006/06/08/0007.html
22
   http://vx.netlux.org/lib/afc03.html. Dr. Fred Cohen also introduced the concept of integrity shells,
with which Veriexec is sharing some commonalities; no implementation was made available, however,
and therefore it is impossible to tell whether the faults mentioned also apply to them.
23
   http://portal.acm.org/citation.cfm?id=191183


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This approach does not address potential damage that be caused in the time-window
between a file was altered and improperly used since and when the administrator
receives notification of the matter and handles it. It also does not guarantee the
integrity of the integrity checker itself: a successful compromise has the potential of
remaining under the radar.

Furthermore, some implementations use weak algorithms24 to calculate a file's
checksum, or rely on a small data-set for checksum calculation. Other
implementations rely on a file's attributes rather than data to evaluate integrity. The
impact of the above is that a file can be modified in such ways that even if the
integrity checker tries to evaluate it after the change, it will not be able to detect it.
Whether it's by altering the file in a way to defeat the checksum algorithm, or modify
areas of the file that the integrity checker is known to ignore, or even tamper with the
file's attributes – these implementation flaws can all be bypassed by an attacker quite
easily.

And last, they all leave out an important aspect in today's reality: the network. Our
environments become more and more inter-connected; we access files from untrusted
locations on a daily basis; some architectures rely on a networked environment for
everyday operation: centralized storage, backup, and so on. Existing products may
provide a certain level of local protection on a host, but leave an important – and
interesting – question unanswered: how do you cope with the compromise of a remote
resource?

While we cannot deal with all aspects of compromise of a remote resource we use,
and it is certainly not our goal either, it is important to try and address the ones that
can be solved by using an integrity checker integrated in the operating system.

3.2.2 Design
Veriexec was designed to be a file-system independent integrity subsystem protected
from users, including root, by operating solely from the kernel. Recent attacks against
various hashing algorithms once thought secure proven the need for interface
flexibility – such that can be used both for easy addition of support for new hashing
algorithms, as well as future work on digitally signed files.

Careful analysis of the bottlenecks for file access and other file-system semantics
(such as rename and remove) resulted in generic hooks, to be called with the required
context for decision-making and policy enforcement. At the time of writing, it is
impossible to implement the Veriexec policy on top of kauth(9) due to lack of
required scopes.

The design process also took into account various environments for Veriexec – from
workstations, through servers and critical systems, to embedded task-oriented
appliances. Strict levels with varying implications were introduced to support multiple
uses, and were named semi-descriptively to hint for said uses: learning mode (level
0), intrusion detection system (IDS) mode (level 1), intrusion prevention system (IPS)
mode (level 2), and lockdown mode (level 3).


24
     For example, CRC: https://www.kb.cert.org/vuls/id/25309


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3.2.3 Implementation
The most recent version of Veriexec is implemented using the Fileassoc subsystem
for management of meta-data and file association, greatly simplifying the Veriexec
code, and a device for kernel-userland interaction.

Veriexec is implemented by hooking policy enforcement routines in various parts of
the kernel, monitoring execution of normal executables as well as scripts, opening of
regular files, and rename and remove operations.

When a file is opened or executed, the evaluation routine, is called with the context of
the request (LWP, vnode, filename if any, and access flag indicating how the file was
accessed) to make a decision whether the file can be accessed or not. The result is
cached to speed-up further evaluations of the same file.

3.2.4 Future Development
During research work on Veriexec, Thor Lancelot Simon pointed out a potential
attack25. Although Veriexec ensures integrity of files on local file-systems, where all
access is done via the kernel, it cannot ensure integrity of files located on remote
hosts, imported via NFS, for example.

While Veriexec could be told not to cache the evaluation of such files, the attack
vector is when a process, or part of it, is paged-out and later paged in. Because the
disk read is done by the VM system, and only of pieces (pages) of the program,
Veriexec wasn’t aware of it. If the remote host would be compromised, an attacker
could write malicious data to the on-disk program, force a memory flush, which
would later force a page-in, effectively injecting the malicious data into the address
space of the running process on the Veriexec-protected host.

The remedy to this problem is in the form of per-page fingerprints. During fingerprint
database generation, the administrator can add the untrusted flag to entries located on
remote hosts. Veriexec will generate per-page fingerprints for them, and hook the VM
system so that when a page-in occurs, the fingerprints of the relevant pages will be
evaluated and compared to those calculated previously.

Another natural development for Veriexec would be to introduce support for digital
signatures; that is discussed in subsection 4.2.

3.3 Exploit Mitigation
Exploit mitigation techniques are part of the layered security approach of NetBSD,
complementing code auditing and more traditional security features, not intending on
replacing them.

The purpose of exploit mitigation technologies is to interfere with the exploit code
itself, preventing entire classes of exploits from working by short-circuiting common
exploitation techniques. One popular example is making sure areas of the memory
that are writable, such as the stack and the heap, are non-executable, and vice versa:
areas that are executable, such as the where the program's code is, are not writable.


25
     http://mail-index.netbsd.org/tech-security/2002/11/01/0010.html


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This prevents exploits that rely on injecting malicious code to a program's memory
from working, because said code cannot be executed.

3.3.1 PaX MPROTECT
For a while NetBSD had support for non-executable mappings26 on hardware
platforms that allow it. However, experienced hackers have found a variety of ways to
bypass them. Two of these are return-to-lib exploits27 and trashing arguments to
mprotect(2) to change the protection of memory28.

The PaX MPROTECT29 feature was developed to address the latter. It enforces a
policy where memory that was once writable will not be able to later gain executable
permission, and vice versa.

Naturally, this policy may break existing applications that make valid use of writable
and executable memory, such as programs that load dynamic modules. For this
reason, a tool is provided allowing marking executables as excluded from the PaX
MPROTECT policy. It is also possible to revert the policy, applying it only to
executables marked with an explicit enable flag.

While it is possible to modify programs that currently violate the PaX MPROTECT
policy to continue working correctly without doing so, this would be an unfeasible
effort with third-party applications.

3.3.2 SSP (Stack Smashing Protection) Compiler Extensions
Hiroaki Etoh developed SSP (also known as ProPolice) in IBM Research30. Its
purpose is making exploitation of certain buffer overflows harder by placing random
canary values right before the function return address on the stack, as well as
reordering variables on the stack making it harder – if not impossible – to overflow
stack buffers in order to overwrite integers or function pointers, preventing
exploitation even without altering the return address.

First introduced in the OpenBSD 3.4 release, a similar functionality is now available
in the stock gcc 4.1 compiler, recently integrated in NetBSD by Matthew Green.

3.3.3 Future Development
One of the planned features in this area for NetBSD is implementing PaX Address
Space Layout Randomization31. Also developed by the PaX author, ASLR addresses
exploitation via return-to-lib attacks32 by randomizing the location in memory of
shared libraries used by the application, thus making it a lot harder to correctly guess
the location of library functions within the application address space.




26
   http://netbsd.org/Documentation/kernel/non-exec.html
27
   http://seclists.org/lists/bugtraq/1999/Mar/0004.html
28
   See thread http://seclists.org/dailydave/2004/q2/0045.html.
29
   http://pax.grsecurity.net/docs/mprotect.txt
30
   http://www.trl.ibm.com/projects/security/ssp/
31
   http://pax.grsecurity.net/docs/aslr.txt
32
   PaX ASLR addresses more than that; it also randomizes stack/heap base addresses for both userland
and kernel threads.


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As expected, hackers found ways to bypass ASLR. The two most commonly used
attacks either combine an information leak bug leading to the disclosure of the
location of libraries33, or brute-force exploitation on respawning daemons in an
attempt to guess the correct address in one of many attempts34.

An ASLR implementation would not be complete without a solution to the latter
technique. Such a solution, developed by Rafal Wojtczuk, is Segvguard35, employing
the basic concept of monitoring the rate of SIGSEGV signals sent to an application in
a given time-frame, in an attempt to detect when a brute-force exploitation attack is
taking place and prevent it by denying execution of the offending application.

A similar monitor will be introduced in NetBSD once ASLR is implemented.

3.4 Misc. Features

3.4.1 Information Filtering
One of the most common requirements from multi-user systems (such as public shell
providers) is that users will not be able to tell what other users are doing – such as
running programs, active network connections, login/logout times, etc.

NetBSD implements the above using the kernel authorization interface, and presents
the administrator with a single knob that can be either enabled or disabled. When
enabled, the authorization wrappers will match credentials of the two objects (the
looker and the lookee) and return the decision.

This abstraction makes it easier to change the behavior of this feature in the future.

3.4.2 Strong Digital Checksum Support
Support for SHA2 checksums has been available in the NetBSD kernel for a while,
mainly for the use of the IPSec network stack. Userland, however, was largely
neglected. Tools such as cksum(1) and mtree(8) were able to make use only of hashes
that were proven weak36. Given mtree(8) can be used to evaluate file-system integrity,
this was rather dangerous.

The recent improvements to Veriexec, allowing it to support SHA2 hashes, amplified
the need for userland support for SHA2 hashes, and were the trigger to adding SHA2
hash routines to libc, as well as support in cksum(1) and mtree(8).

3.4.3 Fileassoc
Fileassoc is one of the latest additions to the NetBSD kernel. It allows associating
custom meta-data with files, independent of file-system support (such as extended
attributes) using in-kernel memory. The interface is the result of research of other
security features that stressed the need for an abstraction of code previously used
exclusively by Veriexec.

3.4.3.1 Design

33
   http://artofhacking.com/files/phrack/phrack59/P59-0X09.TXT (mirror)
34
   http://artofhacking.com/files/phrack/phrack58/P58-0X04.TXT (mirror)
35
   Ibid.
36
   http://www.schneier.com/essay-074.html


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The Fileassoc interface extends an already-existing design used by Veriexec. The
requirements for the design were performance – so that using it in performance-
critical code would not cause a notable impact on system performance – and ease of
use. The interface was extended, allowing more than one hook to add its own file
meta-data.

Designed with simplicity in mind, the interface allows multiple subsystems to hook
private data on a per-file and/or per-device basis.

3.4.3.2 Implementation
To achieve the desired goal of near-zero performance impact of entry lookup, the
Fileassoc subsystem makes use of hash tables and linked-lists to resolve collisions.
The interface operates on struct mount * and struct vnode * to identify file-system
mounts and files, respectively. While the internal implementation identifies a file as a
pair of struct mount * and a file-id – the contents of va_fileid after a successful
VOP_GETATTR() call – this is planned to change in the near future (see subsection
3.4.3.3).

In the current implementation, Fileassoc allows four hooks (which can be modified
with a kernel option) to add private data to each file. This is transparent to the users of
the interface, allowing changing in the future, if such is required.

3.4.3.3 Future Development
As previously mentioned, Fileassoc still relies on the va_fileid field as the unique
identifier for files. This is an internal implementation detail, and expected to replaced
in the future with file-handles by using calls to the file-system specific vptofh()
routines.

3.4.4 Password Policy
Administrators often need to enforce a password policy on the system – either a
system-global policy, per-application policy, or even a network-global policy. To
address that issue, the password policy, or pw_policy(3), interface was developed.

With flexibility and simplicity in mind, the pw_policy(3) interface was designed to
allow an administrator to specify password policies via a collection of keywords, and
applying them to named entities.

The interface is part of libutil and is small enough to be used from within any existing
application. It was designed in a modular way, allowing future support for more
keywords and evaluation routines.

4. Current NetBSD Security Research and Development
Discussed so far are solutions already implemented and available in NetBSD. Below
you will find the current goals of the security research done in NetBSD, some of
which are planned to be introduced as soon as the NetBSD 5.0 release.

4.1 Deprecating The Kernel Virtual Memory Interface kmem(4)
The kmem(4) device allows raw reading of kernel memory. It was introduced to allow
programs that needed information from the kernel a way to extract it by reading the
symbol list from the live kernel’s on-disk image and seeking to it.


                   Licensed under a Creative Commons Attribution 2.5 License            12
Several issues were raised regarding this device37, and with 4.4BSD a new interface
meant to replace kmem(4) was introduced, named sysctl. Sysctl allowed structured
and controlled access to kernel information via syscalls carrying a management
information base (MIB). The kernel held a tree-like hierarchy of information it can
provide, and the MIB described what information is looked up.

From a security point of view, the kmem(4) device allows malicious processes
running with kmem or root privileges to directly read or write kernel memory38. The
attack vector here is widely abused39 40 mainly to introduce stealth rootkits into
compromised systems.

Currently, NetBSD is doing loose usage of the kmem(4) interface, using it for more
than a few userland utilities. There is an on-going effort to gradually convert
programs using kmem(4) to sysctl with proper kernel support, allowing us to
deprecate daily use of kmem(4) and maintain the interface for debugging needs only,
if required.

4.2 Digitally Signed Files
At the moment, the Veriexec subsystem provides integrity based entirely on data.
While it is strong enough to maintain file-system integrity on servers and critical
systems, it lacks two important features: ability to securely modify the baseline during
runtime, and ability to associate an identity with a file-system object.

Securely modifying the baseline during runtime is forbidden, even for the super-user,
for security reasons: a possible scenario is that the host can be fully compromised and
trojanned by an attacker; preventing the super-user from modifying critical programs
can prevent that.

Associating a digital signature with a file-system object, regardless of
implementation, could solve the above two by allowing an administrator to specify
trusted entities. These could run any programs – as long as they are signed by them.
That would mean that introducing a new program on the system required digital
signing by a trusted entity, rather than a super-user adding its digital checksum to a
database and rebooting.

It is planned to extend the Veriexec subsystem with this capability, in either one of
two possible directions for the implementation; either delegating the digital signature
processing to a user-space daemon, or making use of the BSD-licensed BPG inside
the kernel.

4.3 Access Control Lists
Perhaps one of the longest remaining Unix relics in NetBSD is the file-system
security model. Proven weak over time, modern operating systems implemented file-
system access control lists, or ACLs.
37
   “The Design and Implementation of the 4.4BSD OS”, pages 509-510.
38
   The use of raw access to bypass a security guard isn't limited to kernel memory: on-disk inodes could
be modified using raw disk access, for example.
39
   http://artofhacking.com/files/phrack/phrack58/P58-0X07.TXT (mirror)
40
   “Rootkits: Subverting the Windows Kernel”, chapter 7.


                      Licensed under a Creative Commons Attribution 2.5 License                      13
An ACL allows finer-grained file access, extending the owner-group-other scheme
currently used.

There are two main issues when approaching file-system ACLs. The first is where to
store them, and how to associate a potentially variable sized data-structure with a file.
The second is what ACL model to use, which may dictate interoperability with other
operating systems.

For the former, NetBSD provides both the UFS2 file-system41, where extended
attributes were introduced especially to address this issue, as well as the Fileassoc
kernel interface, allowing file-system independent association of meta-data, after such
data has been loaded via a driver.

Given recent standardization in ACL structure between Windows NT, Mac OS X, and
NFSv4, it was decided to go with the same model for the latter, allowing NetBSD to
properly operate in a heterogeneous environment.

4.4 Capabilities
Part of Unix's long-standing weaknesses is the use of set-id programs to elevate
privileges of a normal user, either temporarily or permanently, required to complete
an operation restricted to the super-user – for example, open a raw socket, bind to a
reserved port, and so on.

The above lead to the absurdity that bugs in often trivial and non-critical programs
could result in privilege abuse or even full system compromise.

Introducing capabilities, implemented as a set of kernel authorization listeners, will
replace the role of the set-id bit in today's systems. Providing a fine-grained privilege
model, each program will run with the minimal set of capabilities required for its
operation. Furthermore, associating capabilities with users will allow us to define user
roles, dividing the work-load of the super-user – possibly eliminating it entirely!

While a design for NetBSD capabilities hasn’t been laid out yet, it is expected that
support for capabilities will be provided on the file-system layer, allowing the
association of capabilities with a program using extended attributes, as well as an API
a la OpenSolaris ppriv(3) for dropping unneeded capabilities during runtime, and a
mechanism for associating capabilities with users on the system.

5. Component Interaction
So far the focus was on introducing the new infrastructure and features in NetBSD, as
well as some on-going development. However, no emphasis was put on the
interaction between the various components, and how they all cooperate and
contribute to NetBSD's layered security model.

Throughout this section we'll examine the role of each feature in the layered security
model.


41
     http://www.usenix.org/events/bsdcon03/tech/mckusick.html


                       Licensed under a Creative Commons Attribution 2.5 License      14
5.1 Attack Vectors
Attacks can be conducted on various parts of the system, most commonly exploiting
bugs in services (remote and local), misconfigurations, general program misuse, and
user actions monitoring. Furthermore, post-compromise attacks include implanting
trojan horses, backdoors, and rootkits.

Being a multipurpose operating system, NetBSD's security was designed to also be
flexible and without a single point of failure: acknowledging different needs in
different environments, the various security features are fully customizable, and the
system is configured with sane defaults to ease administration.

5.2 Layer One: Exploit Mitigation and Privacy
In attempt to render an exploitation attempt itself as useless, the exploit mitigation
features in NetBSD provide the first layer of security. The curtain hooks help protect
the privacy of users in a multi-user environment, minimizing the potential of pre-
attack information gathering and reconnaissance.

5.3 Layer Two: Capabilities
As discussed in subsection 4.4, capabilities are planned to replace the set-id bit. This
effectively reduces the amount of privilege each program is running with. Successful
exploitation of programs that today could result in pivoting42 or super-user account
compromise will result in a less critical privilege elevation in the worst case, limiting
the impact of vulnerabilities on the overall security of the host.

5.4 Layer Three: Signed Files
Mentioned in subsection 4.2, signed files are the natural evolution of Veriexec,
basically associating a signing entity with a file in addition to its digital fingerprint.
The immediate benefit is obviously in introducing trust in networked environments,
where files can be safely exchanged without fear of attacks such as man-in-the-
middle43.

Accessing files – in particular, running programs – that are signed by "trusted" entities
in the default configuration could help reduce the possibility of running manipulated
binaries even in face of attacks on the digital checksum algorithm. Doing so in the
event of a compromise, combined with Veriexec's lockdown mode, will allow real-
time investigation and remedy.

5.5 Layer Four: File-System Integrity
Interesting uses for Veriexec (presented in subsection 3.2) are its IDS and IPS modes.
With functionality somewhat resembling a fly-trap, Veriexec in IDS mode can be
used to silently monitor operations on critical system files (services, configuration
files) in real-time, preventing any access to them once changed. This can make post-
mortem analysis an easier task. IPS mode can be used to prevent access to these files
altogether and generate proper log-files to help identify the source of the attack.

These two modes of operation can ensure file-system integrity even in the face of a
super-user compromise, making it easier for an administrator to handle an attack

42
     Transition from one user to another.
43
     Assuming, of course, that the kernel itself cannot be manipulated.


                         Licensed under a Creative Commons Attribution 2.5 License     15
without fear of trojanned, backdoored, or otherwise modified (via configuration files)
services.

5.6 Layer Five: Protected Kernel Memory
Aimed at preserving kernel memory integrity, the work-in-progress for deprecating
kmem(4) usage should result in the ability to remove the interface altogether44,
preventing the possibility of kernel memory manipulation by a malicious superuser on
a compromised host. The benefit is obvious: no sophisticated rootkits or kernel-level
backdoors can be implemented45.

6. Conclusion
Throughout this paper I’ve outlined the recent enhancements in NetBSD security in
terms of infrastructure and features, and how they conform to NetBSD's perception of
security. Finally, I've exposed some on-going research and development, and showed
how it all works together to create a more secure platform

While it is true that a lot of work is still ahead of us, this paper exposed the lot of
work that is behind us. Over the past year NetBSD improved a lot on the security
front, and it is expected that these efforts will pay off – if not already – within the next
major release.

6.1 Availability
NetBSD 4.0 will include kernel authorization46, PaX MPROTECT47, GCC 4.1 with
ProPolice, the information filtering hooks48, fileassoc(9) 49, and pw_policy(3) 50.

Complete abstraction of the security model using kernel authorization is being
considered for NetBSD 5.0, as well as PaX ASLR and a SegvGuard, Veriexec support
for per-page fingerprints and digital signatures, file-system ACLs, and capabilities.

7. Credits
Thanks to the folks who reviewed this paper, either in part or in whole, helping
improve its accuracy, readability, and quality. Jason V. Miller, Brian Mitchell and the
guys at ISS, the PaX author, and Sean Trifero, Johnny Zackrisson, and Christos
Zoulas.

Thanks to Brett Lymn, the PaX author, Bill Studenmund, YAMAMOTO Takashi,
Matt Thomas, Jason R. Thorpe, and Christos Zoulas for helping with implementing
the features discussed in this paper.




44
   From most systems. X would still require it without the use of an aperture driver.
45
   Unless, of course, a kernel vulnerability is successfully exploited.
46
   http://netbsd.gw.com/cgi-bin/man-cgi?kauth++NetBSD-current
47
   http://netbsd.gw.com/cgi-bin/man-cgi?paxctl++NetBSD-current
48
   See the security.curtain knob.
49
   http://netbsd.gw.com/cgi-bin/man-cgi?fileassoc++NetBSD-current
50
   http://netbsd.gw.com/cgi-bin/man-cgi?pw_policy++NetBSD-current. No programs were made aware
of the interface yet, though.


                    Licensed under a Creative Commons Attribution 2.5 License              16