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authorDag-Erling Smørgrav <des@FreeBSD.org>2013-09-30 17:23:45 +0000
committerDag-Erling Smørgrav <des@FreeBSD.org>2013-09-30 17:23:45 +0000
commit56b72efe825d4190e0e2fdbc07ebb295cac299df (patch)
tree1a2886b0de387ddff665d0e370f40ffc32778840 /contrib/bind9/doc/arm/pkcs11.xml
parent8cdb4d896719648d4d1976c133bad53d24090573 (diff)
Remove BIND.
Approved by: re (gjb)
Notes
Notes: svn path=/head/; revision=255949
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-<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.2//EN"
- "http://www.oasis-open.org/docbook/xml/4.2/docbookx.dtd"
- [<!ENTITY mdash "&#8212;">]>
-<!--
- - Copyright (C) 2010, 2012 Internet Systems Consortium, Inc. ("ISC")
- -
- - Permission to use, copy, modify, and/or distribute this software for any
- - purpose with or without fee is hereby granted, provided that the above
- - copyright notice and this permission notice appear in all copies.
- -
- - THE SOFTWARE IS PROVIDED "AS IS" AND ISC DISCLAIMS ALL WARRANTIES WITH
- - REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY
- - AND FITNESS. IN NO EVENT SHALL ISC BE LIABLE FOR ANY SPECIAL, DIRECT,
- - INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM
- - LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE
- - OR OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR
- - PERFORMANCE OF THIS SOFTWARE.
--->
-
-<!-- $Id: pkcs11.xml,v 1.7 2012/01/16 22:50:12 each Exp $ -->
-
-<sect1 id="pkcs11">
- <title>PKCS #11 (Cryptoki) support</title>
- <para>PKCS #11 (Public Key Cryptography Standard #11) defines a
- platform- independent API for the control of hardware security
- modules (HSMs) and other cryptographic support devices.</para>
- <para>BIND 9 is known to work with two HSMs: The Sun SCA 6000
- cryptographic acceleration board, tested under Solaris x86, and
- the AEP Keyper network-attached key storage device, tested with
- Debian Linux, Solaris x86 and Windows Server 2003.</para>
- <sect2>
- <title>Prerequisites</title>
- <para>See the HSM vendor documentation for information about
- installing, initializing, testing and troubleshooting the
- HSM.</para>
- <para>BIND 9 uses OpenSSL for cryptography, but stock OpenSSL
- does not yet fully support PKCS #11. However, a PKCS #11 engine
- for OpenSSL is available from the OpenSolaris project. It has
- been modified by ISC to work with with BIND 9, and to provide
- new features such as PIN management and key by
- reference.</para>
- <para>The patched OpenSSL depends on a "PKCS #11 provider".
- This is a shared library object, providing a low-level PKCS #11
- interface to the HSM hardware. It is dynamically loaded by
- OpenSSL at runtime. The PKCS #11 provider comes from the HSM
- vendor, and is specific to the HSM to be controlled.</para>
- <para>There are two "flavors" of PKCS #11 support provided by
- the patched OpenSSL, one of which must be chosen at
- configuration time. The correct choice depends on the HSM
- hardware:</para>
- <itemizedlist>
- <listitem>
- <para>Use 'crypto-accelerator' with HSMs that have hardware
- cryptographic acceleration features, such as the SCA 6000
- board. This causes OpenSSL to run all supported
- cryptographic operations in the HSM.</para>
- </listitem>
- <listitem>
- <para>Use 'sign-only' with HSMs that are designed to
- function primarily as secure key storage devices, but lack
- hardware acceleration. These devices are highly secure, but
- are not necessarily any faster at cryptography than the
- system CPU &mdash; often, they are slower. It is therefore
- most efficient to use them only for those cryptographic
- functions that require access to the secured private key,
- such as zone signing, and to use the system CPU for all
- other computationally-intensive operations. The AEP Keyper
- is an example of such a device.</para>
- </listitem>
- </itemizedlist>
- <para>The modified OpenSSL code is included in the BIND 9 release,
- in the form of a context diff against the latest verions of
- OpenSSL. OpenSSL 0.9.8 and 1.0.0 are both supported; there are
- separate diffs for each version. In the examples to follow,
- we use OpenSSL 0.9.8, but the same methods work with OpenSSL 1.0.0.
- </para>
- <note>
- The latest OpenSSL versions at the time of the BIND release
- are 0.9.8s and 1.0.0f.
- ISC will provide an updated patch as new versions of OpenSSL
- are released. The version number in the following examples
- is expected to change.</note>
- <para>
- Before building BIND 9 with PKCS #11 support, it will be
- necessary to build OpenSSL with this patch in place and inform
- it of the path to the HSM-specific PKCS #11 provider
- library.</para>
- <para>Obtain OpenSSL 0.9.8s:</para>
- <screen>
-$ <userinput>wget <ulink>http://www.openssl.org/source/openssl-0.9.8s.tar.gz</ulink></userinput>
-</screen>
- <para>Extract the tarball:</para>
- <screen>
-$ <userinput>tar zxf openssl-0.9.8s.tar.gz</userinput>
-</screen>
- <para>Apply the patch from the BIND 9 release:</para>
- <screen>
-$ <userinput>patch -p1 -d openssl-0.9.8s \
- &lt; bind9/bin/pkcs11/openssl-0.9.8s-patch</userinput>
-</screen>
- <note>(Note that the patch file may not be compatible with the
- "patch" utility on all operating systems. You may need to
- install GNU patch.)</note>
- <para>When building OpenSSL, place it in a non-standard
- location so that it does not interfere with OpenSSL libraries
- elsewhere on the system. In the following examples, we choose
- to install into "/opt/pkcs11/usr". We will use this location
- when we configure BIND 9.</para>
- <sect3>
- <!-- Example 1 -->
- <title>Building OpenSSL for the AEP Keyper on Linux</title>
- <para>The AEP Keyper is a highly secure key storage device,
- but does not provide hardware cryptographic acceleration. It
- can carry out cryptographic operations, but it is probably
- slower than your system's CPU. Therefore, we choose the
- 'sign-only' flavor when building OpenSSL.</para>
- <para>The Keyper-specific PKCS #11 provider library is
- delivered with the Keyper software. In this example, we place
- it /opt/pkcs11/usr/lib:</para>
- <screen>
-$ <userinput>cp pkcs11.GCC4.0.2.so.4.05 /opt/pkcs11/usr/lib/libpkcs11.so</userinput>
-</screen>
- <para>This library is only available for Linux as a 32-bit
- binary. If we are compiling on a 64-bit Linux system, it is
- necessary to force a 32-bit build, by specifying -m32 in the
- build options.</para>
- <para>Finally, the Keyper library requires threads, so we
- must specify -pthread.</para>
- <screen>
-$ <userinput>cd openssl-0.9.8s</userinput>
-$ <userinput>./Configure linux-generic32 -m32 -pthread \
- --pk11-libname=/opt/pkcs11/usr/lib/libpkcs11.so \
- --pk11-flavor=sign-only \
- --prefix=/opt/pkcs11/usr</userinput>
-</screen>
- <para>After configuring, run "<command>make</command>"
- and "<command>make test</command>". If "<command>make
- test</command>" fails with "pthread_atfork() not found", you forgot to
- add the -pthread above.</para>
- </sect3>
- <sect3>
- <!-- Example 2 -->
- <title>Building OpenSSL for the SCA 6000 on Solaris</title>
- <para>The SCA-6000 PKCS #11 provider is installed as a system
- library, libpkcs11. It is a true crypto accelerator, up to 4
- times faster than any CPU, so the flavor shall be
- 'crypto-accelerator'.</para>
- <para>In this example, we are building on Solaris x86 on an
- AMD64 system.</para>
- <screen>
-$ <userinput>cd openssl-0.9.8s</userinput>
-$ <userinput>./Configure solaris64-x86_64-cc \
- --pk11-libname=/usr/lib/64/libpkcs11.so \
- --pk11-flavor=crypto-accelerator \
- --prefix=/opt/pkcs11/usr</userinput>
-</screen>
- <para>(For a 32-bit build, use "solaris-x86-cc" and
- /usr/lib/libpkcs11.so.)</para>
- <para>After configuring, run
- <command>make</command> and
- <command>make test</command>.</para>
- </sect3>
- <sect3>
- <!-- Example 3 -->
- <title>Building OpenSSL for SoftHSM</title>
- <para>SoftHSM is a software library provided by the OpenDNSSEC
- project (http://www.opendnssec.org) which provides a PKCS#11
- interface to a virtual HSM, implemented in the form of encrypted
- data on the local filesystem. It uses the Botan library for
- encryption and SQLite3 for data storage. Though less secure
- than a true HSM, it can provide more secure key storage than
- traditional key files, and can allow you to experiment with
- PKCS#11 when an HSM is not available.</para>
- <para>The SoftHSM cryptographic store must be installed and
- initialized before using it with OpenSSL, and the SOFTHSM_CONF
- environment variable must always point to the SoftHSM configuration
- file:</para>
- <screen>
-$ <userinput> cd softhsm-1.3.0 </userinput>
-$ <userinput> configure --prefix=/opt/pkcs11/usr </userinput>
-$ <userinput> make </userinput>
-$ <userinput> make install </userinput>
-$ <userinput> export SOFTHSM_CONF=/opt/pkcs11/softhsm.conf </userinput>
-$ <userinput> echo "0:/opt/pkcs11/softhsm.db" > $SOFTHSM_CONF </userinput>
-$ <userinput> /opt/pkcs11/usr/bin/softhsm --init-token 0 --slot 0 --label softhsm </userinput>
-</screen>
- <para>SoftHSM can perform all cryptographic operations, but
- since it only uses your system CPU, there is no need to use it
- for anything but signing. Therefore, we choose the 'sign-only'
- flavor when building OpenSSL.</para>
- <screen>
-$ <userinput>cd openssl-0.9.8s</userinput>
-$ <userinput>./Configure linux-x86_64 -pthread \
- --pk11-libname=/opt/pkcs11/usr/lib/libpkcs11.so \
- --pk11-flavor=sign-only \
- --prefix=/opt/pkcs11/usr</userinput>
-</screen>
- <para>After configuring, run "<command>make</command>"
- and "<command>make test</command>".</para>
- </sect3>
- <para>Once you have built OpenSSL, run
- "<command>apps/openssl engine pkcs11</command>" to confirm
- that PKCS #11 support was compiled in correctly. The output
- should be one of the following lines, depending on the flavor
- selected:</para>
- <screen>
- (pkcs11) PKCS #11 engine support (sign only)
-</screen>
- <para>Or:</para>
- <screen>
- (pkcs11) PKCS #11 engine support (crypto accelerator)
-</screen>
- <para>Next, run
- "<command>apps/openssl engine pkcs11 -t</command>". This will
- attempt to initialize the PKCS #11 engine. If it is able to
- do so successfully, it will report
- <quote><literal>[ available ]</literal></quote>.</para>
- <para>If the output is correct, run
- "<command>make install</command>" which will install the
- modified OpenSSL suite to
- <filename>/opt/pkcs11/usr</filename>.</para>
- </sect2>
- <sect2>
- <title>Building BIND 9 with PKCS#11</title>
- <para>When building BIND 9, the location of the custom-built
- OpenSSL library must be specified via configure.</para>
- <sect3>
- <!-- Example 4 -->
- <title>Configuring BIND 9 for Linux with the AEP Keyper</title>
- <para>To link with the PKCS #11 provider, threads must be
- enabled in the BIND 9 build.</para>
- <para>The PKCS #11 library for the AEP Keyper is currently
- only available as a 32-bit binary. If we are building on a
- 64-bit host, we must force a 32-bit build by adding "-m32" to
- the CC options on the "configure" command line.</para>
- <screen>
-$ <userinput>cd ../bind9</userinput>
-$ <userinput>./configure CC="gcc -m32" --enable-threads \
- --with-openssl=/opt/pkcs11/usr \
- --with-pkcs11=/opt/pkcs11/usr/lib/libpkcs11.so</userinput>
-</screen>
- </sect3>
- <sect3>
- <!-- Example 5 -->
- <title>Configuring BIND 9 for Solaris with the SCA 6000</title>
- <para>To link with the PKCS #11 provider, threads must be
- enabled in the BIND 9 build.</para>
- <screen>
-$ <userinput>cd ../bind9</userinput>
-$ <userinput>./configure CC="cc -xarch=amd64" --enable-threads \
- --with-openssl=/opt/pkcs11/usr \
- --with-pkcs11=/usr/lib/64/libpkcs11.so</userinput>
-</screen>
- <para>(For a 32-bit build, omit CC="cc -xarch=amd64".)</para>
- <para>If configure complains about OpenSSL not working, you
- may have a 32/64-bit architecture mismatch. Or, you may have
- incorrectly specified the path to OpenSSL (it should be the
- same as the --prefix argument to the OpenSSL
- Configure).</para>
- </sect3>
- <sect3>
- <!-- Example 6 -->
- <title>Configuring BIND 9 for SoftHSM</title>
- <screen>
-$ <userinput>cd ../bind9</userinput>
-$ <userinput>./configure --enable-threads \
- --with-openssl=/opt/pkcs11/usr \
- --with-pkcs11=/opt/pkcs11/usr/lib/libpkcs11.so</userinput>
-</screen>
- </sect3>
- <para>After configuring, run
- "<command>make</command>",
- "<command>make test</command>" and
- "<command>make install</command>".</para>
- <para>(Note: If "make test" fails in the "pkcs11" system test, you may
- have forgotten to set the SOFTHSM_CONF environment variable.)</para>
- </sect2>
- <sect2>
- <title>PKCS #11 Tools</title>
- <para>BIND 9 includes a minimal set of tools to operate the
- HSM, including
- <command>pkcs11-keygen</command> to generate a new key pair
- within the HSM,
- <command>pkcs11-list</command> to list objects currently
- available, and
- <command>pkcs11-destroy</command> to remove objects.</para>
- <para>In UNIX/Linux builds, these tools are built only if BIND
- 9 is configured with the --with-pkcs11 option. (NOTE: If
- --with-pkcs11 is set to "yes", rather than to the path of the
- PKCS #11 provider, then the tools will be built but the
- provider will be left undefined. Use the -m option or the
- PKCS11_PROVIDER environment variable to specify the path to the
- provider.)</para>
- </sect2>
- <sect2>
- <title>Using the HSM</title>
- <para>First, we must set up the runtime environment so the
- OpenSSL and PKCS #11 libraries can be loaded:</para>
- <screen>
-$ <userinput>export LD_LIBRARY_PATH=/opt/pkcs11/usr/lib:${LD_LIBRARY_PATH}</userinput>
-</screen>
- <para>When operating an AEP Keyper, it is also necessary to
- specify the location of the "machine" file, which stores
- information about the Keyper for use by PKCS #11 provider
- library. If the machine file is in
- <filename>/opt/Keyper/PKCS11Provider/machine</filename>,
- use:</para>
- <screen>
-$ <userinput>export KEYPER_LIBRARY_PATH=/opt/Keyper/PKCS11Provider</userinput>
-</screen>
- <!-- TODO: why not defined at compile time? -->
- <para>These environment variables must be set whenever running
- any tool that uses the HSM, including
- <command>pkcs11-keygen</command>,
- <command>pkcs11-list</command>,
- <command>pkcs11-destroy</command>,
- <command>dnssec-keyfromlabel</command>,
- <command>dnssec-signzone</command>,
- <command>dnssec-keygen</command>(which will use the HSM for
- random number generation), and
- <command>named</command>.</para>
- <para>We can now create and use keys in the HSM. In this case,
- we will create a 2048 bit key and give it the label
- "sample-ksk":</para>
- <screen>
-$ <userinput>pkcs11-keygen -b 2048 -l sample-ksk</userinput>
-</screen>
- <para>To confirm that the key exists:</para>
- <screen>
-$ <userinput>pkcs11-list</userinput>
-Enter PIN:
-object[0]: handle 2147483658 class 3 label[8] 'sample-ksk' id[0]
-object[1]: handle 2147483657 class 2 label[8] 'sample-ksk' id[0]
-</screen>
- <para>Before using this key to sign a zone, we must create a
- pair of BIND 9 key files. The "dnssec-keyfromlabel" utility
- does this. In this case, we will be using the HSM key
- "sample-ksk" as the key-signing key for "example.net":</para>
- <screen>
-$ <userinput>dnssec-keyfromlabel -l sample-ksk -f KSK example.net</userinput>
-</screen>
- <para>The resulting K*.key and K*.private files can now be used
- to sign the zone. Unlike normal K* files, which contain both
- public and private key data, these files will contain only the
- public key data, plus an identifier for the private key which
- remains stored within the HSM. The HSM handles signing with the
- private key.</para>
- <para>If you wish to generate a second key in the HSM for use
- as a zone-signing key, follow the same procedure above, using a
- different keylabel, a smaller key size, and omitting "-f KSK"
- from the dnssec-keyfromlabel arguments:</para>
- <screen>
-$ <userinput>pkcs11-keygen -b 1024 -l sample-zsk</userinput>
-$ <userinput>dnssec-keyfromlabel -l sample-zsk example.net</userinput>
-</screen>
- <para>Alternatively, you may prefer to generate a conventional
- on-disk key, using dnssec-keygen:</para>
- <screen>
-$ <userinput>dnssec-keygen example.net</userinput>
-</screen>
- <para>This provides less security than an HSM key, but since
- HSMs can be slow or cumbersome to use for security reasons, it
- may be more efficient to reserve HSM keys for use in the less
- frequent key-signing operation. The zone-signing key can be
- rolled more frequently, if you wish, to compensate for a
- reduction in key security.</para>
- <para>Now you can sign the zone. (Note: If not using the -S
- option to
- <command>dnssec-signzone</command>, it will be necessary to add
- the contents of both
- <filename>K*.key</filename> files to the zone master file before
- signing it.)</para>
- <screen>
-$ <userinput>dnssec-signzone -S example.net</userinput>
-Enter PIN:
-Verifying the zone using the following algorithms:
-NSEC3RSASHA1.
-Zone signing complete:
-Algorithm: NSEC3RSASHA1: ZSKs: 1, KSKs: 1 active, 0 revoked, 0 stand-by
-example.net.signed
-</screen>
- </sect2>
- <sect2>
- <title>Specifying the engine on the command line</title>
- <para>The OpenSSL engine can be specified in
- <command>named</command> and all of the BIND
- <command>dnssec-*</command> tools by using the "-E
- &lt;engine&gt;" command line option. If BIND 9 is built with
- the --with-pkcs11 option, this option defaults to "pkcs11".
- Specifying the engine will generally not be necessary unless
- for some reason you wish to use a different OpenSSL
- engine.</para>
- <para>If you wish to disable use of the "pkcs11" engine &mdash;
- for troubleshooting purposes, or because the HSM is unavailable
- &mdash; set the engine to the empty string. For example:</para>
- <screen>
-$ <userinput>dnssec-signzone -E '' -S example.net</userinput>
-</screen>
- <para>This causes
- <command>dnssec-signzone</command> to run as if it were compiled
- without the --with-pkcs11 option.</para>
- </sect2>
- <sect2>
- <title>Running named with automatic zone re-signing</title>
- <para>If you want
- <command>named</command> to dynamically re-sign zones using HSM
- keys, and/or to to sign new records inserted via nsupdate, then
- named must have access to the HSM PIN. This can be accomplished
- by placing the PIN into the openssl.cnf file (in the above
- examples,
- <filename>/opt/pkcs11/usr/ssl/openssl.cnf</filename>).</para>
- <para>The location of the openssl.cnf file can be overridden by
- setting the OPENSSL_CONF environment variable before running
- named.</para>
- <para>Sample openssl.cnf:</para>
- <programlisting>
- openssl_conf = openssl_def
- [ openssl_def ]
- engines = engine_section
- [ engine_section ]
- pkcs11 = pkcs11_section
- [ pkcs11_section ]
- PIN = <replaceable>&lt;PLACE PIN HERE&gt;</replaceable>
-</programlisting>
- <para>This will also allow the dnssec-* tools to access the HSM
- without PIN entry. (The pkcs11-* tools access the HSM directly,
- not via OpenSSL, so a PIN will still be required to use
- them.)</para>
-<!--
-If the PIN is not known, I believe the first time named needs the
-PIN to open a key, it'll ask you to type in the PIN, which will be
-a problem because it probably won't be running on a terminal
--->
- <warning>
- <para>Placing the HSM's PIN in a text file in
- this manner may reduce the security advantage of using an
- HSM. Be sure this is what you want to do before configuring
- OpenSSL in this way.</para>
- </warning>
- </sect2>
- <!-- TODO: what is alternative then for named dynamic re-signing? -->
- <!-- TODO: what happens if PIN is not known? named will log about it? -->
-</sect1>