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Revision: 1.13
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126 .IX Title "GVPE.PROTOCOL 7"
127 .TH GVPE.PROTOCOL 7 "2013-07-19" "2.25" "GNU Virtual Private Ethernet"
128 .\" For nroff, turn off justification. Always turn off hyphenation; it makes
129 .\" way too many mistakes in technical documents.
130 .if n .ad l
131 .nh
132 .SH "The GNU-VPE Protocols"
133 .IX Header "The GNU-VPE Protocols"
134 .SH "Overview"
135 .IX Header "Overview"
136 \&\s-1GVPE\s0 can make use of a number of protocols. One of them is the \s-1GNU\s0 \s-1VPE\s0
137 protocol which is used to authenticate tunnels and send encrypted data
138 packets. This protocol is described in more detail the second part of this
139 document.
140 .PP
141 The first part of this document describes the transport protocols which
142 are used by \s-1GVPE\s0 to send it's data packets over the network.
143 .SH "PART 1: Transport protocols"
144 .IX Header "PART 1: Transport protocols"
145 \&\s-1GVPE\s0 offers a wide range of transport protocols that can be used to
146 interchange data between nodes. Protocols differ in their overhead, speed,
147 reliability, and robustness.
148 .PP
149 The following sections describe each transport protocol in more
150 detail. They are sorted by overhead/efficiency, the most efficient
151 transport is listed first:
152 .SS "\s-1RAW\s0 \s-1IP\s0"
153 .IX Subsection "RAW IP"
154 This protocol is the best choice, performance-wise, as the minimum
155 overhead per packet is only 38 bytes.
156 .PP
157 It works by sending the \s-1VPN\s0 payload using raw \s-1IP\s0 frames (using the
158 protocol set by \f(CW\*(C`ip\-proto\*(C'\fR).
159 .PP
160 Using raw \s-1IP\s0 frames has the drawback that many firewalls block \*(L"unknown\*(R"
161 protocols, so this transport only works if you have full \s-1IP\s0 connectivity
162 between nodes.
163 .SS "\s-1ICMP\s0"
164 .IX Subsection "ICMP"
165 This protocol offers very low overhead (minimum 42 bytes), and can
166 sometimes tunnel through firewalls when other protocols can not.
167 .PP
168 It works by prepending an \s-1ICMP\s0 header with type \f(CW\*(C`icmp\-type\*(C'\fR and a code
169 of \f(CW255\fR. The default \f(CW\*(C`icmp\-type\*(C'\fR is \f(CW\*(C`echo\-reply\*(C'\fR, so the resulting
170 packets look like echo replies, which looks rather strange to network
171 administrators.
172 .PP
173 This transport should only be used if other transports (i.e. raw \s-1IP\s0) are
174 not available or undesirable (due to their overhead).
175 .SS "\s-1UDP\s0"
176 .IX Subsection "UDP"
177 This is a good general choice for the transport protocol as \s-1UDP\s0 packets
178 tunnel well through most firewalls and routers, and the overhead per
179 packet is moderate (minimum 58 bytes).
180 .PP
181 It should be used if \s-1RAW\s0 \s-1IP\s0 is not available.
182 .SS "\s-1TCP\s0"
183 .IX Subsection "TCP"
184 This protocol is a very bad choice, as it not only has high overhead (more
185 than 60 bytes), but the transport also retries on it's own, which leads
186 to congestion when the link has moderate packet loss (as both the \s-1TCP\s0
187 transport and the tunneled traffic will retry, increasing congestion more
188 and more). It also has high latency and is quite inefficient.
189 .PP
190 It's only useful when tunneling through firewalls that block better
191 protocols. If a node doesn't have direct internet access but a \s-1HTTP\s0 proxy
192 that supports the \s-1CONNECT\s0 method it can be used to tunnel through a web
193 proxy. For this to work, the \f(CW\*(C`tcp\-port\*(C'\fR should be \f(CW443\fR (\f(CW\*(C`https\*(C'\fR), as
194 most proxies do not allow connections to other ports.
195 .PP
196 It is an abuse of the usage a proxy was designed for, so make sure you are
197 allowed to use it for \s-1GVPE\s0.
198 .PP
199 This protocol also has server and client sides. If the \f(CW\*(C`tcp\-port\*(C'\fR is
200 set to zero, other nodes cannot connect to this node directly. If the
201 \&\f(CW\*(C`tcp\-port\*(C'\fR is non-zero, the node can act both as a client as well as a
202 server.
203 .SS "\s-1DNS\s0"
204 .IX Subsection "DNS"
205 \&\fB\s-1WARNING:\s0\fR Parsing and generating \s-1DNS\s0 packets is rather tricky. The code
206 almost certainly contains buffer overflows and other, likely exploitable,
207 bugs. You have been warned.
208 .PP
209 This is the worst choice of transport protocol with respect to overhead
210 (overhead can be 2\-3 times higher than the transferred data), and latency
211 (which can be many seconds). Some \s-1DNS\s0 servers might not be prepared to
212 handle the traffic and drop or corrupt packets. The client also has to
213 constantly poll the server for data, so the client will constantly create
214 traffic even if it doesn't need to transport packets.
215 .PP
216 In addition, the same problems as the \s-1TCP\s0 transport also plague this
217 protocol.
218 .PP
219 Its only use is to tunnel through firewalls that do not allow direct
220 internet access. Similar to using a \s-1HTTP\s0 proxy (as the \s-1TCP\s0 transport
221 does), it uses a local \s-1DNS\s0 server/forwarder (given by the \f(CW\*(C`dns\-forw\-host\*(C'\fR
222 configuration value) as a proxy to send and receive data as a client,
223 and an \f(CW\*(C`NS\*(C'\fR record pointing to the \s-1GVPE\s0 server (as given by the
224 \&\f(CW\*(C`dns\-hostname\*(C'\fR directive).
225 .PP
226 The only good side of this protocol is that it can tunnel through most
227 firewalls mostly undetected, iff the local \s-1DNS\s0 server/forwarder is sane
228 (which is true for most routers, wireless \s-1LAN\s0 gateways and nameservers).
229 .PP
230 Fine-tuning needs to be done by editing \f(CW\*(C`src/vpn_dns.C\*(C'\fR directly.
231 .SH "PART 2: The GNU VPE protocol"
232 .IX Header "PART 2: The GNU VPE protocol"
233 This section, unfortunately, is not yet finished, although the protocol
234 is stable (until bugs in the cryptography are found, which will likely
235 completely change the following description). Nevertheless, it should give
236 you some overview over the protocol.
237 .SS "Anatomy of a \s-1VPN\s0 packet"
238 .IX Subsection "Anatomy of a VPN packet"
239 The exact layout and field lengths of a \s-1VPN\s0 packet is determined at
240 compile time and doesn't change. The same structure is used for all
241 transport protocols, be it \s-1RAWIP\s0 or \s-1TCP\s0.
242 .PP
243 .Vb 3
244 \& +\-\-\-\-\-\-+\-\-\-\-\-\-+\-\-\-\-\-\-\-\-+\-\-\-\-\-\-+
245 \& | HMAC | TYPE | SRCDST | DATA |
246 \& +\-\-\-\-\-\-+\-\-\-\-\-\-+\-\-\-\-\-\-\-\-+\-\-\-\-\-\-+
247 .Ve
248 .PP
249 The \s-1HMAC\s0 field is present in all packets, even if not used (e.g. in auth
250 request packets), in which case it is set to all zeroes. The checksum
251 itself is calculated over the \s-1TYPE\s0, \s-1SRCDST\s0 and \s-1DATA\s0 fields in all cases.
252 .PP
253 The \s-1TYPE\s0 field is a single byte and determines the purpose of the packet
254 (e.g. \s-1RESET\s0, \s-1COMPRESSED/UNCOMPRESSED\s0 \s-1DATA\s0, \s-1PING\s0, \s-1AUTH\s0 \s-1REQUEST/RESPONSE\s0,
255 \&\s-1CONNECT\s0 \s-1REQUEST/INFO\s0 etc.).
256 .PP
257 \&\s-1SRCDST\s0 is a three byte field which contains the source and destination
258 node IDs (12 bits each).
259 .PP
260 The \s-1DATA\s0 portion differs between each packet type, naturally, and is the
261 only part that can be encrypted. Data packets contain more fields, as
262 shown:
263 .PP
264 .Vb 3
265 \& +\-\-\-\-\-\-+\-\-\-\-\-\-+\-\-\-\-\-\-\-\-+\-\-\-\-\-\-+\-\-\-\-\-\-\-+\-\-\-\-\-\-+
266 \& | HMAC | TYPE | SRCDST | RAND | SEQNO | DATA |
267 \& +\-\-\-\-\-\-+\-\-\-\-\-\-+\-\-\-\-\-\-\-\-+\-\-\-\-\-\-+\-\-\-\-\-\-\-+\-\-\-\-\-\-+
268 .Ve
269 .PP
270 \&\s-1RAND\s0 is a sequence of fully random bytes, used to increase the entropy of
271 the data for encryption purposes.
272 .PP
273 \&\s-1SEQNO\s0 is a 32\-bit sequence number. It is negotiated at every connection
274 initialization and starts at some random 31 bit value. \s-1GVPE\s0 currently uses
275 a sliding window of 512 packets/sequence numbers to detect reordering,
276 duplication and replay attacks.
277 .PP
278 The encryption is done on \s-1RAND+SEQNO+DATA\s0 in \s-1CBC\s0 mode with zero \s-1IV\s0 (or,
279 equivalently, the \s-1IV\s0 is \s-1RAND+SEQNO\s0, encrypted with the block cipher,
280 unless \s-1RAND\s0 size is decreased or increased over the default value).
281 .PP
282 The random prefix itself is generated by using \s-1AES\s0 in \s-1CTR\s0 mode with a
283 random key and starting value, which should make them unpredictable even
284 before encrypting them again. The sequence number additionally ensures
285 that the \s-1IV\s0 is unique.
286 .SS "The authentication/key exchange protocol"
287 .IX Subsection "The authentication/key exchange protocol"
288 Before nodes can exchange packets, they need to establish authenticity of
289 the other side and a key. Every node has a private \s-1RSA\s0 key and the public
290 \&\s-1RSA\s0 keys of all other nodes.
291 .PP
292 When a node wants to establish a connection to another node, it sends an
293 RSA-OEAP-encrypted challenge and an \s-1ECDH\s0 key. The other node replies with
294 it's own \s-1ECDH\s0 key and a \s-1HKDF\s0 of the challange and both \s-1ECDH\s0 keys to proof
295 it's identity.
296 .PP
297 The remote node enganges in exactly the same protocol. When both nodes
298 have exchanged their challenge and verified the response, they calculate a
299 cipher key and a \s-1HMAC\s0 key and start exchanging data packets.
300 .PP
301 In detail, the challenge consist of:
302 .PP
303 .Vb 1
304 \& RSA\-OAEP (SEQNO MAC CIPHER SALT EXTRA\-AUTH) ECDH1
305 .Ve
306 .PP
307 That is, it encrypts (with the public key of the remote node) an initial
308 sequence number for data packets, key material for the \s-1HMAC\s0 key, key
309 material for the cipher key, a salt used by the \s-1HKDF\s0 (as shown later) and
310 some extra random bytes that are unused except for authentication. It also
311 sends the public key of a curve25519 exchange.
312 .PP
313 The remote node decrypts the \s-1RSA\s0 data, generates it's own \s-1ECDH\s0 key (\s-1ECDH2\s0), and
314 replies with:
315 .PP
316 .Vb 1
317 \& HKDF\-Expand (HKDF\-Extract (ECDH2, RSA), ECDH1, AUTH_DIGEST_SIZE) ECDH2
318 .Ve
319 .PP
320 That is, it extracts from the decrypted \s-1RSA\s0 challenge, using it's \s-1ECDH\s0
321 key as salt, and then expands using the requesting node's \s-1ECDH1\s0 key. The
322 resulting has is returned as a proof that the node could decrypt the \s-1RSA\s0
323 challenge data, together with the \s-1ECDH\s0 key.
324 .PP
325 After both nodes have done this to each other, they calculate the shared
326 \&\s-1ECDH\s0 secrets, cipher and \s-1HMAC\s0 keys for the session (each
327 node generates two cipher and \s-1HMAC\s0 keys, one for sending and one for
328 receiving).
329 .PP
330 The \s-1HMAC\s0 key for sending is generated as follow:
331 .PP
332 .Vb 1
333 \& HMAC_KEY = HKDF\-Expand (HKDF\-Extract (REMOTE_SALT, MAC ECDH_SECRET), info, HMAC_MD_SIZE)
334 .Ve
335 .PP
336 It extracts from \s-1MAC\s0 and \s-1ECDH_SECRET\s0 using the \fIremote\fR \s-1SALT\s0, then
337 expands using a static info string.
338 .PP
339 The cipher key is generated in the same way, except using the \s-1CIPHER\s0 part
340 of the original challenge.
341 .PP
342 The result of this process is to authenticate each node to the other
343 node, while exchanging keys using both \s-1RSA\s0 and \s-1ECDH\s0, the latter providing
344 perfect forward secrecy.
345 .PP
346 The protocol has been overdesigned where this was possible without
347 increasing implementation complexity, in an attempt to protect against
348 implementation or protocol failures. For example, if the \s-1ECDH\s0 challenge
349 was found to be flawed, perfect forward secrecy would be lost, but
350 the data would still be protected. Likewise, standard algorithms and
351 implementations are used where possible.
352 .SS "Retrying"
353 .IX Subsection "Retrying"
354 When there is no response to an auth request, the node will send auth
355 requests in bursts with an exponential back-off. After some time it will
356 resort to \s-1PING\s0 packets, which are very small (8 bytes + protocol header)
357 and lightweight (no \s-1RSA\s0 operations required). A node that receives ping
358 requests from an unconnected peer will respond by trying to create a
359 connection.
360 .PP
361 In addition to the exponential back-off, there is a global rate-limit on
362 a per-IP base. It allows long bursts but will limit total packet rate to
363 something like one control packet every ten seconds, to avoid accidental
364 floods due to protocol problems (like a \s-1RSA\s0 key file mismatch between two
365 nodes).
366 .PP
367 The intervals between retries are limited by the \f(CW\*(C`max\-retry\*(C'\fR
368 configuration value. A node with \f(CW\*(C`connect\*(C'\fR = \f(CW\*(C`always\*(C'\fR will always retry,
369 a node with \f(CW\*(C`connect\*(C'\fR = \f(CW\*(C`ondemand\*(C'\fR will only try (and re-try) to connect
370 as long as there are packets in the queue, usually this limits the retry
371 period to \f(CW\*(C`max\-ttl\*(C'\fR seconds.
372 .PP
373 Sending packets over the \s-1VPN\s0 will reset the retry intervals as well, which
374 means as long as somebody is trying to send packets to a given node, \s-1GVPE\s0
375 will try to connect every few seconds.
376 .SS "Routing and Protocol translation"
377 .IX Subsection "Routing and Protocol translation"
378 The \s-1GVPE\s0 routing algorithm is easy: there isn't much routing to speak
379 of: When routing packets to another node, \s-1GVPE\s0 tries the following
380 options, in order:
381 .IP "If the two nodes should be able to reach each other directly (common protocol, port known), then \s-1GVPE\s0 will send the packet directly to the other node." 4
382 .IX Item "If the two nodes should be able to reach each other directly (common protocol, port known), then GVPE will send the packet directly to the other node."
383 .PD 0
384 .ie n .IP "If this isn't possible (e.g. because the node doesn't have a \*(C`hostname\*(C' or known port), but the nodes speak a common protocol and a router is available, then \s-1GVPE\s0 will ask a router to ""mediate"" between both nodes (see below)." 4
385 .el .IP "If this isn't possible (e.g. because the node doesn't have a \f(CW\*(C`hostname\*(C'\fR or known port), but the nodes speak a common protocol and a router is available, then \s-1GVPE\s0 will ask a router to ``mediate'' between both nodes (see below)." 4
386 .IX Item "If this isn't possible (e.g. because the node doesn't have a hostname or known port), but the nodes speak a common protocol and a router is available, then GVPE will ask a router to mediate between both nodes (see below)."
387 .ie n .IP "If a direct connection isn't possible (no common protocols) or forbidden (\*(C`deny\-direct\*(C') and there are any routers, then \s-1GVPE\s0 will try to send packets to the router with the highest priority that is connected already \fIand\fR is able (as specified by the config file) to connect directly to the target node." 4
388 .el .IP "If a direct connection isn't possible (no common protocols) or forbidden (\f(CW\*(C`deny\-direct\*(C'\fR) and there are any routers, then \s-1GVPE\s0 will try to send packets to the router with the highest priority that is connected already \fIand\fR is able (as specified by the config file) to connect directly to the target node." 4
389 .IX Item "If a direct connection isn't possible (no common protocols) or forbidden (deny-direct) and there are any routers, then GVPE will try to send packets to the router with the highest priority that is connected already and is able (as specified by the config file) to connect directly to the target node."
390 .IP "If no such router exists, then \s-1GVPE\s0 will simply send the packet to the node with the highest priority available." 4
391 .IX Item "If no such router exists, then GVPE will simply send the packet to the node with the highest priority available."
392 .IP "Failing all that, the packet will be dropped." 4
393 .IX Item "Failing all that, the packet will be dropped."
394 .PD
395 .PP
396 A host can usually declare itself unreachable directly by setting it's
397 port number(s) to zero. It can declare other hosts as unreachable by using
398 a config-file that disables all protocols for these other hosts. Another
399 option is to disable all protocols on that host in the other config files.
400 .PP
401 If two hosts cannot connect to each other because their \s-1IP\s0 address(es)
402 are not known (such as dial-up hosts), one side will send a \fImediated\fR
403 connection request to a router (routers must be configured to act as
404 routers!), which will send both the originating and the destination host
405 a connection info request with protocol information and \s-1IP\s0 address of the
406 other host (if known). Both hosts will then try to establish a direct
407 connection to the other peer, which is usually possible even when both
408 hosts are behind a \s-1NAT\s0 gateway.
409 .PP
410 Routing via other nodes works because the \s-1SRCDST\s0 field is not encrypted,
411 so the router can just forward the packet to the destination host. Since
412 each host uses it's own private key, the router will not be able to
413 decrypt or encrypt packets, it will just act as a simple router and
414 protocol translator.