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Contents
5
List of Figures
13
List of Tables
15
Preface
17
Acknowledgments
19
Chapter 1 INTRODUCTION
21
1.1 Trust and Computing
22
1.2 Instantiations
22
1.3 Design and Applications
25
1.4 Progression
27
Chapter 2 MOTIVATING SCENARIOS
29
2.1 Properties
29
2.2 Basic Usage
30
2.3 Examples of Basic Usage
32
2.4 Position and Interests
34
2.5 Examples of Positioning
35
2.6 The Idealogical Debate
38
2.7 Further Reading
38
Chapter 3 ATTACKS
39
3.1 Physical Attack
41
3.1.1 No Armor
42
3.1.2 Single Chip Devices
43
3.1.3 Multi-chip Devices
43
3.2 Software Attacks
44
3.2.1 Buffer Overflow
45
3.2.2 Unexpected Input
45
3.2.3 Interpretation Mismatches
46
3.2.4 Time-of-check vs Time-of-use
47
3.2.5 Atomicity
48
3.2.6 Design Flaws
49
3.3 Side- channel Analysis
50
3.3.1 Timing Attacks
50
3.3.2 Power Attacks
53
3.3.3 Other Avenues
54
3.4 Undocumented Functionality
55
3.4.1 Example: Microcontroller Memory
56
3.4.2 Example: FLASH Memory
57
3.4.3 Example: CPU Privileges
58
3.5 Erasing Data
58
3.6 System Context
59
3.7 Defensive Strategy
61
3.7.1 Tamper Evidence
61
3.7.2 Tamper Resistance
61
3.7.3 Tamper Detection
61
3.7.4 Tamper Response
62
3.7.5 Operating Envelope
62
3.8 Further Reading
62
Chapter 4 FOUNDATIONS
63
4.1 Applications and Integration
63
4.1.1 Kent
64
4.1.2 Abyss
64
4.1.3 Citadel
65
4.1.4 Dyad
66
4.2 Architectures
68
4.2.1 Physical Security
68
4.2.2 Hardware and Software
69
4.3 Booting
70
4.4 The Defense Community
72
4.5 Further Reading
72
Chapter 5 DESIGN CHALLENGES
75
5.1 Context
75
5.1.1 Personal
75
5.1.2 Commercial
76
5.2 Obstacles
77
5.2.1 Hardware
77
5.2.2 Software
79
5.3 Requirements
83
5.3.1 Commercial Requirements
83
5.3.2 Security Requirements
84
5.3.3 Authenticated Execution
86
5.4 Technology Decisions
87
5.5 Further Reading
91
Chapter 6 PLATFORM ARCHITECTURE
93
6.1 Overview
93
6.1.1 Security Architecture
94
6.2 Erasing Secrets
95
6.2.1 Penetration Resistance and Detection
96
6.2.2 Tamper Response
96
6.2.3 Other Physical Attacks
97
6.3 The Source of Secrets
98
6.3.1 Factory Initialization
98
6.3.2 Field Operations
99
6.3.3 Trusting the Manufacturer
101
6.4 Software Threats
101
6.4.1 Software Threat Model
102
6.4.2 Hardware Access Locks
102
6.4.3 Privacy and Integrity of Secrets
105
6.5 Code Integrity
105
6.5.1 Loading and Cryptography
106
6.5.2 Protection against Malice
106
6.5.3 Protection against Reburn Failure
107
6.5.4 Protection against Storage Errors
108
6.5.5 Secure Bootstrapping
109
6.6 Code Loading
110
6.6.1 Authorities
111
6.6.2 Authenticating the Authorities
112
6.6.3 Ownership
112
6.6.4 Ordinary Loading
113
6.6.5 Emergency Loading
116
6.7 Putting it All Together
117
6.8 What’s Next
119
6.9 Further Reading
119
Chapter 7 OUTBOUND AUTHENTICATION
121
7.1 Problem
121
7.1.1 The Basic Problem
122
7.1.2 Authentication Approach
122
7.1.3 User and Developer Scenarios
123
7.1.4 On-Platform Entities
124
7.1.5 Secret Retention
124
7.1.6 Authentication Scenarios
125
7.1.7 Internal Certification
127
7.2 Theory
128
7.2.1 What the Entity Says
129
7.2.2 What the Relying Party Concludes
129
7.2.3 Dependency
130
7.2.4 Soundness
131
7.2.5 Completeness
132
7.2.6 Achieving Both Soundness and Completeness
132
7.2.7 Design Implications
133
7.3 Design and Implementation
134
7.3.1 Layer Separation
135
7.3.2 The Code-Loading Code
135
7.3.3 The OA Manager
136
7.3.4 Naming
139
7.3.5 Summary
139
7.3.6 Implementation
140
7.4 Further Reading
141
Chapter 8 VALIDATION
143
8.1 The Validation Process
144
8.1.1 Evolution
144
8.1.2 FIPS 140-1
145
8.1.3 The Process
146
8.2 Validation Strategy
146
8.3 Formalizing Security Properties
149
8.3.1 Building Blocks
150
8.3.2 Easy Invariants
151
8.3.3 Controlling Code
151
8.3.4 Keeping Secrets
152
8.4 Formal Verification
154
8.5 Other Validation Tasks
156
8.6 Reflection
158
8.7 Further Reading
159
Chapter 9 APPLICATION CASE STUDIES
161
9.1 Basic Building Blocks
161
9.2 Hardened Web Servers
162
9.2.1 The Problem
162
9.2.2 Using a TCP
164
9.2.3 Implementation Experience
169
9.3 Rights Management for Big Brother’s Computer
172
9.3.1 The Problem
172
9.3.2 Using a TCP
173
9.3.3 Implementation Experience
174
9.4 Private Information
175
9.4.1 The Problem
175
9.4.2 Using a TCP: Initial View
177
9.4.3 Implementation Experience
178
9.4.4 Using Oblivious Circuits
180
9.4.5 Reducing TCP Memory Requirements
183
9.4.6 Adding the Ability to Update
185
9.5 Other Projects
187
9.5.1 Postal Meters
187
9.5.2 Kerberos KDC
187
9.5.3 Mobile Agents
187
9.5.4 Auctions
187
9.5.5 Marianas
188
9.5.6 Trusted S/MIME Gateways
189
9.5.7 Grid Tools
189
9.6 Lessons Learned
190
9.7 Further Reading
191
Chapter 10 TCPA/ TCG
193
10.1 Basic Structure
195
10.2 Outbound Authentication
198
10.3 Physical Attacks
199
10.4 Applications
200
10.5 Experimentation
200
10.6 TPM 1.2 Changes
201
10.7 Further Reading
201
Chapter 11 EXPERIMENTING WITH TCPA/TCG
203
11.1 Desired Properties
204
11.2 The Lifetime Mismatch
204
11.3 Architecture
205
11.4 Implementation Experience
209
11.5 Application: Hardened Apache
210
11.6 Application: OpenCA
211
11.7 Application: Compartmented Attestation
213
11.8 Further Reading
214
Chapter 12 NEW HORIZONS
215
12.1 Privilege Architectures
215
12.2 Hardware Research
217
12.2.1 XOM
217
12.2.2 MIT AEGIS
218
12.2.3 Cerium
219
12.2.4 Virtual Secure Coprocessing
219
12.2.5 Virtual Machine Monitors
219
12.2.6 Others
220
12.3 Software Research
221
12.3.1 Software-based Attestation
222
12.3.2 Hiding in Plain Sight
222
12.4 Current Industrial Platforms
223
12.4.1 Crypto Coprocessors and Tokens
223
12.4.2 Execution Protection
223
12.4.3 Capability-based Machines
224
12.5 Looming Industry Platforms
224
12.5.1 LaGrande
224
12.5.2 TrustZone
226
12.5.3 NGSCB
226
12.6 Secure Coprocessing Revisited
228
12.7 Further Reading
229
Glossary
231
References
241
About the Author
255
Index
257
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