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Keywords: [--------], hip, cryptographic name space, network stack names, api, application programming interface
Network Working Group T. Henderson
Request for Comments: 5338 The Boeing Company
Category: Informational P. Nikander
Ericsson Research NomadicLab
M. Komu
Helsinki Institute for Information Technology
September 2008
Using the Host Identity Protocol with Legacy Applications
Status of This Memo
This memo provides information for the Internet community. It does
not specify an Internet standard of any kind. Distribution of this
memo is unlimited.
Abstract
This document is an informative overview of how legacy applications
can be made to work with the Host Identity Protocol (HIP). HIP
proposes to add a cryptographic name space for network stack names.
From an application viewpoint, HIP-enabled systems support a new
address family of host identifiers, but it may be a long time until
such HIP-aware applications are widely deployed even if host systems
are upgraded. This informational document discusses implementation
and Application Programming Interface (API) issues relating to using
HIP in situations in which the system is HIP-aware but the
applications are not, and is intended to aid implementors and early
adopters in thinking about and locally solving systems issues
regarding the incremental deployment of HIP.
Henderson, et al. Informational [Page 1]
RFC 5338 Using HIP with Legacy Applications September 2008
Table of Contents
1. Introduction ....................................................2
2. Terminology .....................................................3
3. Enabling HIP Transparently within the System ....................4
3.1. Applying HIP to Cases in Which IP Addresses Are Used .......4
3.2. Interposing a HIP-Aware Agent in the DNS Resolution ........6
3.3. Discussion .................................................7
4. Users Invoking HIP with a Legacy Application ....................8
4.1. Connecting to a HIT or LSI .................................8
4.2. Using a Modified DNS Name ..................................9
4.3. Other Techniques ...........................................9
5. Local Address Management ........................................9
6. Security Considerations ........................................11
7. Acknowledgments ................................................12
8. Informative References .........................................12
1. Introduction
The Host Identity Protocol (HIP) [RFC5201] is an experimental effort
in the IETF and IRTF to study a new public-key-based name space for
use as host identifiers in Internet protocols. Fully deployed, the
HIP architecture would permit applications and users to explicitly
request the system to send packets to another host by expressing a
location-independent unique name of a peer host when the system call
to connect or send packets is performed. However, there will be a
transition period during which systems become HIP-enabled but
applications are not. This informational document does not propose
normative specification or even suggest that different HIP
implementations use more uniform methods for legacy application
support, but is intended instead to aid implementors and early
adopters in thinking about and solving systems issues regarding the
incremental deployment of HIP.
When applications and systems are both HIP-aware, the coordination
between the application and the system can be straightforward. For
example, using the terminology of the widely used sockets Application
Programming Interface (API), the application can issue a system call
to send packets to another host by naming it explicitly, and the
system can perform the necessary name-to-address mapping to assign
appropriate routable addresses to the packets. To enable this, a new
address family for hosts could be defined, and additional API
extensions could be defined (such as allowing IP addresses to be
passed in the system call, along with the host name, as hints of
where to initially try to reach the host).
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This document does not define a native HIP API such as described
above. Rather, this document is concerned with the scenario in which
the application is not HIP-aware and a traditional IP-address-based
API is used by the application.
The discussion so far assumes that applications are written directly
to a sockets API. However, many applications are built on top of
middleware that exports a higher-level API to the application. In
this case, for the purpose of this document, we refer to the
combination of the middleware and the middleware-based application as
an overall application, or client of the sockets API.
When HIP is enabled on a system, but the applications are not HIP-
aware, there are a few basic possibilities to use HIP, each of which
may or may not be supported by a given HIP implementation. We report
here on techniques that have been used or considered by experimental
HIP implementations. We organize the discussion around the policy
chosen to use or expose HIP to the applications. The first option is
that users are completely unaware of HIP, or are unable to control
whether or not HIP is invoked, but rather the system chooses to
enable HIP for some or all sessions based on policy. The second
option is that the user makes a decision to try to use HIP by
conveying this information somehow within the constraints of the
unmodified application. We discuss both of these use cases in detail
below.
HIP was designed to work with unmodified applications, to ease
incremental deployment. For instance, the HIT is the same size as
the IPv6 address, and the design thinking was that, during initial
experiments and transition periods, the HITs could substitute in data
structures where IPv6 addresses were expected. However, to a varying
degree depending on the mechanism employed, such use of HIP can alter
the semantics of what is considered to be an IP address by
applications. Applications use IP addresses as short-lived local
handles, long-lived application associations, callbacks, referrals,
and identity comparisons [APP-REF]. The transition techniques
described below have implications on these different uses of IP
addresses by legacy applications, and we will try to clarify these
implications in the below discussions.
2. Terminology
Callback: The application at one end retrieves the IP address of
the peer and uses that to later communicate "back" to the peer.
An example is the FTP PORT command.
Host Identity: An abstract concept applied to a computing platform.
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Host Identifier (HI): A public key of an asymmetric key pair used as
a name for a Host Identity. More details are available in
[RFC5201].
Host Identity Tag (HIT): A 128-bit quantity composed with the hash
of a Host Identity. More details are available in [RFC4843] and
[RFC5201].
Local Scope Identifier (LSI): A 32- or 128-bit quantity locally
representing the Host Identity at the IPv4 or IPv6 API.
Long-lived application associations: The IP address is retained by
the application for several instances of communication.
Referral: In an application with more than two parties, party B
takes the IP address of party A and passes that to party C. After
this, party C uses the IP address to communicate with A.
Resolver: The system function used by applications to resolve domain
names to IP addresses.
Short-lived local handle: The IP addresses is never retained by the
application. The only usage is for the application to pass it
from the DNS APIs (e.g., getaddrinfo()) and the API to the
protocol stack (e.g., connect() or sendto()).
3. Enabling HIP Transparently within the System
When both users and applications are unaware of HIP, but the host
administrator chooses to use HIP between hosts, a few options are
possible. The first basic option is to perform a mapping of the
application-provided IP address to a host identifier within the
stack. The second option, if DNS is used, is to interpose a local
agent in the DNS resolution process and to return to the application
a HIT or a locally scoped handle, formatted like an IP address.
3.1. Applying HIP to Cases in Which IP Addresses Are Used
Consider the case in which an application issues a "connect(ip)"
system call to set the default destination to a system named by
address "ip", but for which the host administrator would like to
enable HIP to protect the communications. The user or application
intends for the system to communicate with the host reachable at that
IP address. The decision to invoke HIP must be done on the basis of
host policy. For example, when an IPsec-based implementation of HIP
is being used, a policy may be entered into the security policy
database that mandates to use or to try HIP based on a match on the
source or destination IP address, port numbers, or other factors.
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The mapping of IP address to host identifier may be implemented by
modifying the host operating system or by wrapping the existing
sockets API, such as in the TESLA approach [TESLA].
There are a number of ways that HIP could be configured by the host
administrator in such a scenario.
Manual configuration:
Pre-existing Security Associations (SAs) may be available due to
previous administrative action, or a binding between an IP address
and a HIT could be stored in a configuration file or database.
Opportunistically:
The system could send an I1 to the Responder with an empty value
for Responder HIT.
Using DNS to map IP addresses to HIs:
If the Responder has host identifiers registered in the forward
DNS zone and has a PTR record in the reverse zone, the Initiator
could perform a reverse+forward lookup to learn the HIT associated
with the address. Although the approach should work under normal
circumstances, it has not been tested to verify that there are no
recursion or bootstrapping issues, particularly if HIP is used to
secure the connection to the DNS servers. Discussion of the
security implications of the use or absence of DNS Security
(DNSSEC) is deferred to the Security Considerations section.
Using HIP in the above fashion can cause additional setup delays
compared to using plain IP. For opportunistic mode, a host must wait
to learn whether the peer is HIP-capable, although the delays may be
mitigated in some implementations by sending initial packets (e.g.,
TCP SYN) in parallel to the HIP I1 packet and waiting some time to
receive a HIP R1 before processing a TCP SYN/ACK. Note that there
presently does not exist specification for how to invoke such
connections in parallel. Resolution latencies may also be incurred
when using DNS in the above fashion.
A possible way to reduce the above-noted latencies, in the case that
the application uses DNS, would be for the system to
opportunistically query for HIP records in parallel to other DNS
resource records, and to temporarily cache the HITs returned with a
DNS lookup, indexed by the IP addresses returned in the same entry,
and pass the IP addresses up to the application as usual. If an
application connects to one of those IP addresses within a short time
after the lookup, the host should initiate a base exchange using the
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cached HITs. The benefit is that this removes the uncertainty/delay
associated with opportunistic HIP, because the DNS record suggests
that the peer is HIP-capable.
3.2. Interposing a HIP-Aware Agent in the DNS Resolution
In the previous section, it was noted that a HIP-unaware application
might typically use the DNS to fetch IP addresses prior to invoking
socket calls. A HIP-enabled system might make use of DNS to
transparently fetch host identifiers for such domain names prior to
the onset of communication.
A system with a local DNS agent could alternately return a Local
Scope Identifier (LSI) or HIT rather than an IP address, if HIP
information is available in the DNS or other directory that binds a
particular domain name to a host identifier, and otherwise to return
an IP address as usual. The system can then maintain a mapping
between LSI and host identifier and perform the appropriate
conversion at the system call interface or below. The application
uses the LSI or HIT as it would an IP address. This technique has
been used in overlay networking experiments such as the Internet
Indirection Infrastructure (i3) and by at least one HIP
implementation.
In the case when resolvers can return multiple destination
identifiers for an application, it may be configured that some of the
identifiers can be HIP-based identifiers, and the rest can be IPv4 or
IPv6 addresses. The system resolver may return HIP-based identifiers
in front of the list of identifiers when the underlying system and
policies support HIP. An application processing the identifiers
sequentially will then first try a HIP-based connection and only then
other non-HIP based connections. However, certain applications may
launch the connections in parallel. In such a case, the non-HIP
connections may succeed before HIP connections. Based on local
system policies, a system may disallow such behavior and return only
HIP-based identifiers when they are found from DNS.
If the application obtains LSIs or HITs that it treats as IP
addresses, a few potential hazards arise. First, applications that
perform referrals may pass the LSI to another system that has no
system context to resolve the LSI back to a host identifier or an IP
address. Note that these are the same type of applications that will
likely break if used over certain types of network address
translators (NATs). Second, applications may cache the results of
DNS queries for a long time, and it may be hard for a HIP system to
determine when to perform garbage collection on the LSI bindings.
However, when using HITs, the security of using the HITs for identity
comparison may be stronger than in the case of using IP addresses.
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Finally, applications may generate log files, and administrators or
other consumers of these log files may become confused to find LSIs
or HITs instead of IP addresses. Therefore, it is recommended that
the HIP software logs the HITs, LSIs (if applicable), corresponding
IP addresses, and Fully Qualified Domain Name (FQDN)-related
information so that administrators can correlate other logs with HIP
identifiers.
It may be possible for an LSI or HIT to be routable or resolvable,
either directly or through an overlay, in which case it would be
preferable for applications to handle such names instead of IP
addresses. However, such networks are out of scope of this document.
3.3. Discussion
Solutions preserving the use of IP addresses in the applications have
the benefit of better support for applications that use IP addresses
for long-lived application associations, callbacks, and referrals,
although it should be noted that applications are discouraged from
using IP addresses in this manner due to the frequent presence of
NATs [RFC1958]. However, they have weaker security properties than
the approaches outlined in Section 3.2 and Section 4, because the
binding between host identifier and address is weak and not visible
to the application or user. In fact, the semantics of the
application's "connect(ip)" call may be interpreted as "connect me to
the system reachable at IP address ip" but perhaps no stronger
semantics than that. HIP can be used in this case to provide perfect
forward secrecy and authentication, but not to strongly authenticate
the peer at the onset of communications.
Using IP addresses at the application layer may not provide the full
potential benefits of HIP mobility support. It allows for mobility
if the system is able to readdress long-lived, connected sockets upon
a HIP readdress event. However, as in current systems, mobility will
break in the connectionless case, when an application caches the IP
address and repeatedly calls sendto(), or in the case of TCP when the
system later opens additional sockets to the same destination.
Section 4.1.6 of the base HIP protocol specification [RFC5201] states
that implementations that learn of HIT-to-IP address bindings through
the use of HIP opportunistic mode must not enforce those bindings on
later communications sessions. This implies that when IP addresses
are used by the applications, systems that attempt to
opportunistically set up HIP must not assume that later sessions to
the same address will communicate with the same host.
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The legacy application is unaware of HIP and therefore cannot notify
the user when the application uses HIP. However, the operating
system can notify the user of the usage of HIP through a user agent.
Further, it is possible for the user agent to name the network
application that caused a HIP-related event. This way, the user is
aware when he or she is using HIP even though the legacy network
application is not. Based on usability tests from initial
deployments, displaying the HITs and LSIs should be avoided in user
interfaces. Instead, traditional security measures (lock pictures,
colored address bars) should be used where possible.
One drawback to spoofing the DNS resolution is that some
applications, or selected instances of an application, actually may
want to fetch IP addresses (e.g., diagnostic applications such as
ping). One way to provide finer granularity on whether the resolver
returns an IP address or an LSI is to have the user form a modified
domain name when he or she wants to invoke HIP. This leads us to
consider, in the next section, use cases for which the end user
explicitly and selectively chooses to enable HIP.
4. Users Invoking HIP with a Legacy Application
The previous section described approaches for configuring HIP for
legacy applications that did not necessarily involve the user.
However, there may be cases in which a legacy application user wants
to use HIP for a given application instance by signaling to the HIP-
enabled system in some way. If the application user interface or
configuration file accepts IP addresses, there may be an opportunity
to provide a HIT or an LSI in its place. Furthermore, if the
application uses DNS, a user may provide a specially crafted domain
name to signal to the resolver to fetch HIP records and to signal to
the system to use HIP. We describe both of these approaches below.
4.1. Connecting to a HIT or LSI
Section 3.2 above describes the use of HITs or LSIs as spoofed return
values of the DNS resolution process. A similar approach that is
more explicit is to configure the application to connect directly to
a HIT (e.g., "connect(HIT)" as a socket call). This scenario has
stronger security semantics, because the application is asking the
system to send packets specifically to the named peer system. HITs
have been defined as Overlay Routable Cryptographic Hash Identifiers
(ORCHIDs) such that they cannot be confused with routable IP
addresses; see [RFC4843].
This approach also has a few challenges. Using HITs can be more
cumbersome for human users (due to the flat HIT name space) than
using either IPv6 addresses or domain names. Another challenge with
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this approach is in actually finding the IP addresses to use, based
on the HIT. Some type of HIT resolution service would be needed in
this case. A third challenge of this approach is in supporting
callbacks and referrals to possibly non-HIP-aware hosts. However,
since most communications in this case would likely be to other HIP-
aware hosts (else the initial HIP associations would fail to
establish), the resulting referral problem may be that the peer host
supports HIP but is not able to perform HIT resolution for some
reason.
4.2. Using a Modified DNS Name
Specifically, if the application requests to resolve "HIP-
www.example.com" (or some similar prefix string), then the system
returns an LSI, while if the application requests to resolve
"www.example.com", IP address(es) are returned as usual. The use of
a prefix rather than suffix is recommended, and the use of a string
delimiter that is not a dot (".") is also recommended, to reduce the
likelihood that such modified DNS names are mistakenly treated as
names rooted at a new top-level domain. Limits of domain name length
or label length (255 or 63, respectively) should be considered when
prepending any prefixes.
4.3. Other Techniques
Alternatives to using a modified DNS name that have been experimented
with include the following. Command-line tools or tools with a
graphical user interface (GUI) can be provided by the system to allow
a user to set the policy on which applications use HIP. Another
common technique, for dynamically linked applications, is to
dynamically link the application to a modified library that wraps the
system calls and interposes HIP layer communications on them; this
can be invoked by the user by running commands through a special
shell, for example.
5. Local Address Management
The previous two sections focused mainly on controlling client
behavior (HIP initiator). We must also consider the behavior for
servers. Typically, a server binds to a wildcard IP address and
well-known port. In the case of HIP use with legacy server
implementations, there are again a few options. The system may be
configured manually to always, optionally (depending on the client
behavior), or never use HIP with a particular service, as a matter of
policy, when the server specifies a wildcard (IP) address.
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When a system API call such as getaddrinfo [RFC3493] is used for
resolving local addresses, it may also return HITs or LSIs, if the
system has assigned HITs or LSIs to internal virtual interfaces
(common in many HIP implementations). The application may use such
identifiers as addresses in subsequent socket calls.
Some applications may try to bind a socket to a specific local
address, or may implement server-side access control lists based on
socket calls such as getsockname() and getpeername() in the C-based
socket APIs. If the local address specified is an IP address, again,
the underlying system may be configured to still use HIP. If the
local address specified is a HIT (Section 4), the system should
enforce that connections to the local application can only arrive to
the specified HIT. If a system has many HIs, an application that
binds to a single HIT cannot accept connections to the other HIs but
the one corresponding to the specified HIT.
When a host has multiple HIs and the socket behavior does not
prescribe the use of any particular HI as a local identifier, it is a
matter of local policy as to how to select a HI to serve as a local
identifier. However, systems that bind to a wildcard may face
problems when multiple HITs or LSIs are defined. These problems are
not specific to HIP per se, but are also encountered in non-HIP
multihoming scenarios with applications not designed for multihoming.
As an example, consider a client application that sends a UDP
datagram to a server that is bound to a wildcard. The server
application receives the packet using recvfrom() and sends a response
using sendto(). The problem here is that sendto() may actually use a
different server HIT than the client assumes. The client will drop
the response packet when the client implements access control on the
UDP socket (e.g., using connect()).
Reimplementing the server application using the sendmsg() and
recvmsg() to support multihoming (particularly considering the
ancillary data) would be the ultimate solution to this problem, but
with legacy applications is not an option. As a workaround, we make
suggestion for servers providing UDP-based services with non-
multihoming-capable services. Such servers should announce only the
HIT or public key that matches to the default outgoing HIT of the
host to avoid such problems.
Finally, some applications may create a connection to a local HIT.
In such a case, the local system may use NULL encryption to avoid
unnecessary encryption overhead, and may be otherwise more permissive
than usual such as excluding authentication, Diffie-Hellman exchange,
and puzzle.
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6. Security Considerations
In this section, we discuss the security of the system in general
terms, outlining some of the security properties. However, this
section is not intended to provide a complete risk analysis. Such an
analysis would, in any case, be dependent on the actual application
using HIP, and is therefore considered out of scope.
The scenarios outlined above differ considerably in their security
properties. When the DNS is used, there are further differences
related to whether or not DNSSEC [RFC4033] is used, and whether the
DNS zones are considered trustworthy enough. Here we mean that there
should exist a delegation chain to whatever trust anchors are
available in the respective trees, and the DNS zone administrators in
charge of the netblock should be trusted to put in the right
information.
When IP addresses are used by applications to name the peer system,
the security properties depend on the configuration method. With
manual configuration, the security of the system is comparable to a
non-HIP system with similar IPsec policies. The security semantics
of an initial opportunistic key exchange are roughly equal to non-
secured IP; the exchange is vulnerable to man-in-the-middle attacks.
However, the system is less vulnerable to connection hijacking
attacks. If the DNS is used, if both zones are secured (or the HITs
are stored in the reverse DNS record) and the client trusts the
DNSSEC signatures, the system may provide a fairly high security
level. However, much depends on the details of the implementation,
the security and administrative practices used when signing the DNS
zones, and other factors.
Using the forward DNS to map a domain name into an LSI is a case that
is closest to the most typical use scenarios today. If DNSSEC is
used, the result is fairly similar to the current use of certificates
with Transport Layer Security (TLS). If DNSSEC is not used, the
result is fairly similar to the current use of plain IP, with the
additional protection of data integrity, confidentiality, and
prevention of connection hijacking that opportunistic HIP provides.
If DNSSEC is used, data integrity and data origin authentication
services are added to the normal DNS query protocol, thereby
providing more certainty that the desired host is being contacted, if
the DNS records themselves are trustworthy.
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If the application is basing its operations on HITs, the connections
become automatically secured due to the implicit channel bindings in
HIP. That is, when the application makes a connect(HIT) system call,
either the resulting packets will be sent to a node possessing the
corresponding private key or the security association will fail to be
established.
When the system provides (spoofs) LSIs or HITs instead of IP
addresses as the result of name resolution, the resultant fields may
inadvertently show up in user interfaces and system logs, which may
cause operational concerns for some network administrators.
Therefore, it is recommended that the HIP software logs the HITs,
LSIs (if applicable), corresponding IP addresses, and FQDN-related
information so that administrators can correlate other logs with HIP
identifiers.
7. Acknowledgments
Jeff Ahrenholz, Gonzalo Camarillo, Alberto Garcia, Teemu Koponen,
Julien Laganier, and Jukka Ylitalo have provided comments on
different versions of this document. The document received
substantial and useful comments during the review phase from David
Black, Lars Eggert, Peter Koch, Thomas Narten, and Pekka Savola.
8. Informative References
[RFC5201] Moskowitz, R., Nikander, P., Jokela, P., Ed., and T.
Henderson, "Host Identity Protocol", RFC 5201, April 2008.
[RFC4843] Nikander, P., Laganier, J., and F. Dupont, "An IPv6
Prefix for Overlay Routable Cryptographic Hash Identifiers
(ORCHID)", RFC 4843, April 2007.
[TESLA] Salz, J., Balakrishnan, H., and A. Snoeren, "TESLA: A
Transparent, Extensible Session-Layer Architecture for
End-to-end Network Services", Proceedings of USENIX
Symposium on Internet Technologies and Systems (USITS),
pages 211-224, March 2003.
[RFC1958] Carpenter, B., Ed., "Architectural Principles of the
Internet", RFC 1958, June 1996.
[RFC4033] Arends, R., Austein, R., Larson, M., Massey, D., and S.
Rose, "DNS Security Introduction and Requirements", RFC
4033, March 2005.
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RFC 5338 Using HIP with Legacy Applications September 2008
[RFC3493] Gilligan, R., Thomson, S., Bound, J., McCann, J., and W.
Stevens, "Basic Socket Interface Extensions for IPv6", RFC
3493, February 2003.
[APP_REF] Nordmark, E., "Shim6 Application Referral Issues", Work in
Progress, July 2005.
Authors' Addresses
Thomas Henderson
The Boeing Company
P.O. Box 3707
Seattle, WA
USA
EMail: thomas.r.henderson@boeing.com
Pekka Nikander
Ericsson Research NomadicLab
JORVAS FIN-02420
FINLAND
Phone: +358 9 299 1
EMail: pekka.nikander@nomadiclab.com
Miika Komu
Helsinki Institute for Information Technology
Metsaenneidonkuja 4
Helsinki FIN-02420
FINLAND
Phone: +358503841531
EMail: miika@iki.fi
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