One document matched: draft-ietf-rap-cops-tls-06.txt

Differences from draft-ietf-rap-cops-tls-05.txt


     Internet Draft                                       Jesse Walker 
     Expiration: November 2003                           Amol Kulkarni 
     File: draft-ietf-rap-cops-tls-06.txt                  Intel Corp. 
                                                    
     
     
                               COPS Over TLS 
     
                         Last Updated: May 23, 2003 
  
     
     
 Status of this Memo 
  
    This document is an Internet-Draft and is in full conformance with 
    all provisions of Section 10 of [RFC2026]. 
     
    Internet-Drafts are working documents of the Internet Engineering 
    Task Force (IETF), its areas, and its working groups.  Note that 
    other groups may also distribute working documents as Internet-
    Drafts. 
     
    Internet-Drafts are draft documents valid for a maximum of six 
    months and may be updated, replaced, or obsoleted by other 
    documents at any time.  It is inappropriate to use Internet-Drafts 
    as reference material or to cite them other than as "work in 
    progress." 
     
    The list of current Internet-Drafts can be accessed at 
    http://www.ietf.org/ietf/1id-abstracts.txt 
     
    The list of Internet-Draft Shadow Directories can be accessed at 
    http://www.ietf.org/shadow.html. 
     
     
 Conventions used in this document 
     
    The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT", 
    "SHOULD", "SHOULD NOT", "RECOMMENDED", "MAY", and "OPTIONAL" in 
    this document are to be interpreted as described in [RFC2119]. 
     
     
 Abstract  
         
    This memo describes how to use TLS to secure COPS connections over 
    the Internet.  
         
    Please send comments on this document to the rap@ops.ietf.org 
    mailing list.  
     
     
     
     
  
   
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 Table Of Contents 
    1  Introduction...................................................3 
    2  COPS Over TLS..................................................3 
    3  Separate Ports versus Upward Negotiation.......................3 
    3.1 The COPS/TLS approach.........................................4 
    3.2.1 The ClientSI object format..................................4 
    3.2.2 Error Codes and Sub-Codes...................................5 
    4  Usage Scenarios................................................5 
    4.1 Security Mandatory on both, Client and Server.................6 
    4.2 Security Mandatory on Client and Optional on Server...........6 
    4.3 Security Optional on Client and Mandatory on Server...........6 
    4.4 Security Optional on both, Client and Server..................6 
    4.5 Security Mandatory on Client but not supported by Server......6 
    4.6 Security Optional on Client but not supported by Server.......6 
    4.7 Security Mandatory on Server but not supported by Client......6 
    4.8 Security Optional on Server but not supported by Client.......6 
    5  Secure Connection Initiation...................................7 
    6  Connection Closure.............................................7 
    6.1.  PEP System Behavior.........................................7 
    6.2.  PDP System Behavior.........................................8 
    7  Port Number....................................................8 
    8  Endpoint Identification and Access Control.....................8 
    8.1  PDP Identity.................................................9 
    8.2  PEP Identity................................................10 
    9  Other Considerations..........................................10 
    9.1 Backward Compatibility.......................................10 
    9.2 IANA Considerations..........................................10 
    10  Security Considerations......................................10 
    11  Acknowledgements.............................................10 
    12 References....................................................10 
    12.1 Normative References........................................10 
    12.2 Informative References......................................11 
    13 Author Addresses..............................................11 




















   
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 1  Introduction  
         
    COPS [RFC2748] was designed to distribute clear-text policy 
    information from a centralized Policy Decision Point (PDP) to a set 
    of Policy Enforcement Points (PEP) in the Internet. COPS provides 
    its own security mechanisms to protect the per-hop integrity of the 
    deployed policy. However, the use of COPS for sensitive applications 
    such as some types of security policy distribution requires 
    additional security measures, such as data privacy. This is because 
    some organizations find it necessary to hide some or all of their 
    security policies, e.g., because policy distribution to devices such 
    as mobile platforms can cross domain boundaries.  
         
    TLS [RFC2246] was designed to provide channel-oriented security. TLS 
    standardizes SSL and may be used with any connection-oriented 
    service. TLS provides mechanisms for both one- and two-way 
    authentication, dynamic session keying, and data stream privacy and 
    integrity.  
         
    This document describes how to use COPS over TLS. "COPS over TLS" is 
    abbreviated COPS/TLS.  
         
 2  COPS Over TLS  
         
    COPS/TLS is very simple: use COPS over TLS similar to how you would 
    use COPS over TCP (COPS/TCP). Apart from a specific procedure used 
    to initialize the connection, there is no difference between 
    COPS/TLS and COPS/TCP. 
  
 3 Separate Ports versus Upward Negotiation 
     
    There are two ways in which insecure and secure versions of the same 
    protocol can be run simultaneously.  
     
    In the first method, the secure version of the protocol is also 
    allocated a well-known port. This strategy of having well-known port 
    numbers for both, the secure and insecure versions, is known as 
    'Separate Ports'. The clients requiring security can simply connect 
    to the well-known secure port. The main advantage of this strategy 
    is that it is very simple to implement, with no modifications needed 
    to existing insecure implementations. Thus it is the most popular 
    approach. The disadvantage, however, is that it doesn't scale well, 
    with a new port required for each secure implementation. Hence, the 
    IESG discourages designers from using the strategy. 
     
    The second method is known as 'Upward Negotiation'. In this method, 
    the secure and insecure versions of the protocol run on the same 
    port. The client connects to the server, both discover each others' 
    capabilities, and start security negotiations if desired. This 
    method usually requires some changes in the protocol being secured 
    so that it can support the upward negotiation. There is also a high 
    handshake overhead involved in this method. 
   
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 3.1 The COPS/TLS approach 
     
    COPS/TLS uses a combination of both these approaches to achieve 
    simultaneous operation with COPS/TCP. Initially, the authors had 
    hoped to use the Separate Ports strategy for implementing COPS/TLS, 
    however, due to the reluctance of the IESG to assign a well-known 
    port, they settled on the following approach.  
     
    When the COPS/TLS server is initialized, it SHOULD bind to any non-
    well-known port of its choice. The standard COPS server running over 
    TCP MUST know the TCP port on which COPS/TLS is running. How this is 
    achieved is outside the scope of this document. 
     
    The system acting as the PEP also acts as the TLS client. It needs 
    to first connect to the COPS/TCP server, from where it can be 
    redirected to the COPS/TLS server. 
     
    During the initial negotiation with the COPS/TCP server, the Message 
    Integrity Object MUST be used to authenticate the validity of the 
    COPS messages. The use of the integrity object is described in 
    [RFC2748]. How the keys indicated by the Integrity Object are shared 
    between the Client and Server is outside the scope of this document. 
     
 3.2 Object Format and Error Codes 
  
    This section describes the ClientSI object sent in the ClientOpen 
    message and the error codes the server returns. 
     
 3.2.1 The ClientSI object format 
     
     
          0         1          2          3 
    +----------+----------+----------+----------+ 
    |    Length (Octets)  | C-Num=9  | C-Type=2 | 
    +----------+----------+----------+----------+ 
    |       Protocol      |        Flags        | 
    +----------+----------+----------+----------+ 
    |          :          :          :          | 
    //         :          :          :         // 
    +----------+----------+----------+----------+ 
    |       Protocol      |        Flags        | 
    +----------+----------+----------+----------+ 
     
     
    Protocol:  
         1 = TLS 
     
    Flags: 
         0 = Protocol Support Optional 
         1 = Protocol Support Required 
     

   
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    This ClientSI object MUST be included with the ClientOpen message 
    (Client Type = 0) when the client supports security. For each 
    supported protocol, there MUST be a 32 bit Protocol+Flags pair 
    appended to the object. At present, only one protocol (TLS) is 
    described. However, the ClientSI object definition is general enough 
    to allow addition of new protocols in the future. 
    If multiple protocols are supported by the client, it MUST ensure 
    that no more than one has the 'Protocol Support Required' flag set. 
    Note that it is also valid to mark all protocols as optional. 
     
 3.2.2 Error Codes and Sub-Codes 
     
    This section adds to, and modifies, the error codes described in 
    section 2.2.8 (Error Object) of [RFC2748]. 
     
    Error Code: 12 = Redirect to Preferred Server: 
                Sub-code: 
                  0 = Regular redirect (no security necessary) 
                  1 = Use TLS 
    Error Code: 16 = Security Failure 
                17 = Security Required 
     
    A new error sub-code has been added to the pre-existing error code 
    12. The sub-code informs the client that it SHOULD use TLS when 
    connecting to the redirected server. In the future, more sub-codes 
    may be added to specify additional protocols. 
     
    Error Code 17 SHOULD be used by either Client or Server if they 
    require security but the other side doesn't support it. 
     
 4 Usage Scenarios 
     
    When the client needs to open a secure connection with the server, 
    it SHOULD first connect to the non-secure port, and send a Client 
    Open message with a ClientType=0.  
     
    The policies implemented on the client dictate whether security is 
    mandatory or optional.  
     
    If the policies specify that security is mandatory, the above-
    mentioned ClientSI object MUST be included in the Client Open 
    message. This object MUST list one protocol as required by setting 
    the corresponding flag to 1.  
     
    If the policies do not explicitly specify that a secure connection 
    is required, the client SHOULD include the ClientSI object, listing 
    protocol support as optional. 
     
    Note that if the client's policies specifically prohibit a secure 
    connection, it MAY attempt to establish a non-secure connection. 
     
    Based on the client's policies and the server's policy requirements 
    for the client, the following scenarios occur: 
   
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 4.1 Security Mandatory on both, Client and Server  
     
    The server MUST send a ClientClose message with a Redirect object, 
    redirecting the client to the COPS/TLS secure port. Additionally, 
    the error object included in the ClientClose message MUST have the 
    error code = 12 and sub code = 1. 
     
 4.2 Security Mandatory on Client and Optional on Server  
     
    The server SHOULD send a ClientClose message with a Redirect object, 
    redirecting the client to the COPS/TLS secure port. Additionally, 
    the error object included in the ClientClose message MUST have the 
    error code = 12 and sub code = 1. 
     
    If the server does not redirect the client to the secure port, it 
    MUST send a ClientClose with the error code 16. 
     
 4.3 Security Optional on Client and Mandatory on Server 
     
    The server MUST send a ClientClose message with a Redirect object, 
    redirecting the client to the COPS/TLS secure port. Additionally, 
    the error object included in the ClientClose message MUST have the 
    error code = 12 and sub code = 1. 
  
 4.4 Security Optional on both, Client and Server 
     
    The server SHOULD send a ClientClose message with a Redirect object, 
    redirecting the client to the COPS/TLS secure port. Additionally, 
    the error object included in the ClientClose message MUST have the 
    error code = 12 and sub code = 1. 
     
    Optionally, the server MAY proceed to establish an insecure 
    connection over COPS/TCP. 
  
 4.5 Security Mandatory on Client but not supported by Server 
     
    The server MUST send a ClientClose with the error code 16. 
     
 4.6 Security Optional on Client but not supported by Server 
     
    The server SHOULD attempt to establish a non-secure connection with 
    the client.  
     
 4.7 Security Mandatory on Server but not supported by Client 
     
    If security is required by the server it MUST send a ClientClose 
    with the error code 16.  
     
 4.8 Security Optional on Server but not supported by Client 
     
    The server it MAY attempt to establish a non-secure connection with 
    the client. 
   
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 5 Secure Connection Initiation  
         
    Once the PEP receives a redirect from the COPS/TCP server, it 
    initiates a connection to the PDP to the secure COPS port. When this 
    succeeds, the PEP system sends the TLS ClientHello to begin the TLS 
    handshake. When the TLS handshake completes, the PEP MAY initiate 
    the first COPS message. All COPS data MUST be sent as TLS 
    "application data". Normal COPS behavior follows.  
         
    All PEP implementations of COPS/TLS MUST support an access control 
    mechanism to identify authorized PDPs. This requirement provides a 
    level of assurance that the policy arriving at the PEP is actually 
    valid. The access control mechanism implemented is outside the scope 
    of this document. PEP implementations SHOULD require the use of this 
    access control mechanism for operation of COPS over TLS. When access 
    control is enabled, the PEP implementation MUST NOT initiate 
    COPS/TLS connections to systems not authorized as PDPs by the access 
    control mechanism.  
         
    Similarly, PDP COPS/TLS implementations MUST support an access 
    control mechanism permitting them to restrict their services to 
    authorized PEP systems only. However, implementations MUST NOT 
    require the use of an access control mechanism at the PDP, as 
    organizations might not consider the types of policy being deployed 
    as sensitive, and therefore do not need to incur the expense of 
    managing credentials for the PEP systems. If access controls are 
    used, however, the PDP implementation MUST terminate COPS/TLS 
    connections from unauthorized PEP systems and log an error if an 
    auditable logging mechanism is present.  
  
 6 Connection Closure  
         
    TLS provides facilities to securely close its connections. Reception 
    of a valid closure alert assures an implementation that no further 
    data will arrive on that connection. The TLS specification requires 
    TLS implementations to initiate a closure alert exchange before 
    closing a connection. It also permits TLS implementations to close 
    connections without waiting to receive closure alerts from the peer, 
    provided they send their own first. A connection closed in this way 
    is known as an "incomplete close". TLS allows implementations to 
    reuse the session in this case, but COPS/TLS makes no use of this 
    capability.  
         
    A connection closed without first sending a closure alert is known 
    as a "premature close". Note that a premature close does not call 
    into question the security of the data already received, but simply 
    indicates that subsequent data might have been truncated. Because 
    TLS is oblivious to COPS message boundaries, it is necessary to 
    examine the COPS data itself (specifically the Message header) to 
    determine whether truncation occurred.  
         
 6.1.  PEP System Behavior  
   
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    PEP implementations MUST treat premature closes as errors and any 
    data received as potentially truncated. The COPS protocol allows the 
    PEP system to find out whether truncation took place. A PEP system 
    detecting an incomplete close SHOULD recover gracefully.  
         
    PEP systems MUST send a closure alert before closing the connection. 
    Clients unprepared to receive any more data MAY choose not to wait 
    for the PDP system's closure alert and simply close the connection, 
    thus generating an incomplete close on the PDP side.  
     
 6.2.  PDP System Behavior  
         
    COPS permits a PEP to close the connection at any time, and requires 
    PDPs to recover gracefully. In particular, PDPs SHOULD be prepared 
    to receive an incomplete close from the PEP, since a PEP often shuts 
    down for operational reasons unrelated to the transfer of policy 
    information between the PEP and PDP.  
          
        Implementation note: The PDP ordinarily expects to be able to      
        signal end of data by closing the connection. However, the PEP 
        may have already sent the closure alert and dropped the 
        connection.  
         
    PDP systems MUST attempt to initiate an exchange of closure alerts 
    with the PEP system before closing the connection. PDP systems MAY 
    close the connection after sending the closure alert, thus 
    generating an incomplete close on the PEP side.  
     
 7 Port Number  
     
    The first data a PDP expects to receive from the PEP is a Client-
    Open message. The first data a TLS server (and hence a COPS/TLS 
    server) expects to receive is the ClientHello. Consequently, 
    COPS/TLS runs over a separate port in order to distinguish it from 
    COPS alone. When COPS/TLS runs over a TCP/IP connection, the TCP 
    port is any non-well-known port of the PDP's choice. This port MUST 
    be communicated to the COPS/TCP server running on the well-known 
    COPS TCP port. The PEP may use any TCP port. This does not preclude 
    COPS/TLS from running over another transport. TLS only presumes a 
    reliable connection-oriented data stream.  
         
 8  Endpoint Identification and Access Control  
         
    Implementations of COPS/TLS MUST use X.509 v3 certificates 
    conforming to [RFC2459] to identify PDP and PEP systems. COPS/TLS 
    systems MUST perform certificate verification processing conforming 
    to [RFC2459]. In case the Certificate Authority cannot be accessed, 
    communication MAY revert to insecure. 
         
    If a subjectAltName extension of type dNSName or iPAddress is 
    present in the PDP's certificate, that MUST be used as the PDP 

   
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    identity. Otherwise, the most specific Common Name field in the 
    Subject field of the certificate MUST be used.  
         
    Matching is performed using the matching rules specified by 
    [RFC2459]. If more than one identity of a given type is present in 
    the certificate (e.g. more than one dNSName name, a match in any one 
    of the set is considered acceptable.), the COPS system uses the 
    first name to match, except as noted below in the IP address 
    checking requirements. Names may contain the wildcard character * 
    which is considered to match any single domain name component or 
    component fragment. For example, *.a.com matches foo.a.com but not 
    bar.foo.a.com. f*.com matches foo.com but not foo.bar.com.  
     
 8.1  PDP Identity  
         
    Generally, COPS/TLS requests are generated by the PEP consulting 
    bootstrap policy information identifying authorized PDPs. As a 
    consequence, the hostname or IP address for the PDP is known to the 
    PEP. How this bootstrap policy information arrives at the PEP is 
    outside the scope of this document. However, all PEP implementations 
    MUST provide a mechanism to securely deliver or configure the 
    bootstrap policy. In particular, all PEP implementations MUST 
    support a mechanism to securely acquire the signing certificate of 
    the authorized certificate authorities issuing PDP certificates, and 
    MUST support a mechanism to securely acquire an access control list 
    or filter identifying its set of authorized PDPs.  
         
    PEP implementations that participate in multiple domains, such as 
    those on mobile platforms, MAY use different certificate authorities 
    and access control lists in each domain.  
         
    Organizations may choose to deliver some or all of the bootstrap 
    policy configuration from an untrusted source, such as DHCP. In this 
    circumstance, COPS over TLS provides no protection from attack when 
    this untrusted source is compromised.  
     
    If the PDP hostname or IP address is available via the access 
    control mechanism, the PEP MUST check it against the PDP's identity 
    as presented in the PDP's TLS Certificate message.  
         
    In some cases the bootstrap policy will identify the authorized PDP 
    only by an IP address of the PDP system. In this case, the 
    subjectAltName MUST be present in the certificate, and it MUST 
    include an iPAdress format matching the expected name of the policy 
    server.  
         
    If the hostname of the PDP does not match the identity in the 
    certificate, a PEP on a user oriented system MUST either notify the 
    user (PEP systems MAY afford the user the opportunity to continue 
    with the connection in any case) or terminate the connection with a 
    bad certificate error. PEPs on unattended systems MUST log the error 
    to an appropriate audit log (if available) and MUST terminate the 
    connection (with a bad certificate error). Unattended PEP systems 
   
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    MAY provide a configuration setting that disables this check, but 
    then MUST provide a setting which enables it.  
         
 8.2  PEP Identity  
         
    When PEP systems are not access controlled, the PDP need have no 
    external knowledge of what the PEP's identity ought to be and so 
    checks are neither possible nor necessary. In this case, there is no 
    requirement for PEP systems to register with a certificate 
    authority, and COPS over TLS uses one-way authentication, of the PDP 
    to the PEP.  
         
    When PEP systems are access controlled, PEPs must be PKI clients in 
    the sense of [RFC2459]. In this case, COPS over TLS uses two-way 
    authentication, and the PDP MUST perform the same identity checks 
    for the PEPs as described above for the PDP.  
         
    When access controls are in effect at the PDP, PDP implementations 
    MUST have a mechanism to securely acquire the signing certificates 
    of the certificate authorities issuing certificates to any of the 
    PEPs they support.  
     
 9 Other Considerations 
     
 9.1 Backward Compatibility 
    The client and server SHOULD be backward compatible with peers that 
    do not support security. A client SHOULD be able to handle errors 
    generated by a server which does not understand the ClientSI object 
    mentioned above. Similarly, if a server receives a ClientOpen for 
    Client type=0, which does not contain the ClientSI object, it SHOULD 
    assume that the client wishes to open a non-secure connection and 
    proceed accordingly. 
     
 9.2 IANA Considerations  
         
    This draft defines some new error codes and sub codes which require 
    IANA approval. Section 3.2.2 has more details on these codes. 
     
 10  Security Considerations  
         
    This entire document concerns security.  
         
 11  Acknowledgements  
         
    This document freely plagiarizes and adapts Eric Rescorla's similar 
    document [RFC2818] that specifies how HTTP runs over TLS. 
    Discussions with David Durham, Scott Hahn and Ylian Sainte-Hillaire 
    also lead to improvements in this document.  
         
 12  References  
 12.1 Normative References 
         

   
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       [RFC2026] Bradner, S., "The Internet Standards Process - Revision 
       3", RFC 2026, October 1996  
         
       [RFC2119] Bradner, S., "Key Words for use in RFCs to indicate  
       Requirement Levels", RFC 2119, March 1997.  
     
       [RFC2748] Durham, D., Boyle, J., Cohen, R., Herzog, R., Rajan, 
       R., Sastry, A., "The COPS (Common Open Policy Service) Protocol", 
       RFC 2748, January 200.  
         
       [RFC2459] Housley, R., Ford, W., Polk, W., Solo, D., "Internet        
       Public Key Infrastructure: Part I: X.509 Certificate and CRL 
       Profile", RFC 2459, January 1999.  
             
       [RFC2246] Dierks, T., Allen, C., "The TLS Protocol", RFC 2246, 
       January 1999.  
         
 12.2 Informative References 
     
       [RFC2818] Rescorla, E., "HTTP Over TLS", RFC2818, May 2000. 
     
 13  Author Addresses  
         
       Jesse R. Walker  
       Intel Corporation  
       2111 N.E. 25th Avenue  
       Hillsboro, OR  97214  
       USA  
       jesse.walker[at]intel.com  
     
       Amol Kulkarni 
       Intel Corporation  
       JF3-206 
       2111 N.E. 25th Avenue  
       Hillsboro, OR  97214  
       USA  
       amol.kulkarni[at]intel.com  
     
     
     
     
     











   
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