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Re: [STDS-802-16] Fw: [STDS-802-16] [Security] Cleaning up 802.16e security



Title: [Àüüȸ½Å] [STDS-802-16] Cleaning up 802.16e security
I second DJ's views on this. We have an opportunity with PKMv2 to design a security solution for portable and mobile operation that is cryptographically sound and addresses new requirements that arise with such form of communication (bilateral authentication, credential flexibility, key sharing/exchange, soft HO support and so on). As folks on this thread have pointed out, compatibility will not be broken. A 16e BS can support PKMv1 and PKMv2 and in so doing (with appropriate version signalling) can support fixed and portable/mobile terminals.
 
In terms of a fixed base station supporting a mobile user terminal (like a PDA or laptop) we should have some discussion on what interop really means. PKM v1 was really designed for a DOCSIS-modem like authentication model where the CPE does not authenticate the BS and there is no support for EAP or any of these other requirements brought on by portable and mobile operation. As Chulsik and others agree, putting bandaids on PKMv1 to support more advanced scenarios will be a less than optimal (perhaps even futile) exercise. If the fixed BS wants to support mobile users (lets say nomadic access), then presumably it will need to support EAP, bilateral authentication and so on. It would be much cleaner for that BS to support PKMv2 rather than a patched up PKM v1. If the BS was to evolve to support advanced mobile usage scenarios, PKM v2 will anyways be the preferred path.
 
-Prakash


From: owner-stds-802-16@LISTSERV.IEEE.ORG [mailto:owner-stds-802-16@LISTSERV.IEEE.ORG] On Behalf Of Johnston, Dj
Sent: Thursday, July 22, 2004 7:10 AM
To: STDS-802-16@LISTSERV.IEEE.ORG
Subject: Re: [STDS-802-16] Fw: [STDS-802-16] [Security] Cleaning up 802.16e security

Yigal, I think (and hope) that you misunderstand the current discussion.
 
We have been very careful to maintain fixed/mobile backwards compatibility, by using existing negotiation features to enable new security behaviours and using the mandatory/optional tables to enforce backwards compatibility.
 
The difference appears (to me at least) to be over how different PKMv2 is from PKMv1. I prefer a clean sheet design of the broken bits for simplicity and security. Chulsik is arguing that PKMv1 and v2 should have more in common to reduce the implementation burden.
 
As in my previous email, I am rebutting suggestions that the security changes in .16e (or the key hierarchy in particular) break fixed/mobile backwards compatibility. They simply don't.
 
DJ
 


From: owner-stds-802-16@listserv.ieee.org [mailto:owner-stds-802-16@listserv.ieee.org] On Behalf Of Yigal
Sent: Thursday, July 22, 2004 1:36 AM
To: STDS-802-16@listserv.ieee.org
Subject: Re: [STDS-802-16] Fw: [STDS-802-16] [Security] Cleaning up 802.16e security

Hi Philip, Chulsik,
 
I fully support Chulsik.
I believe that what Chulsik is trying to say is that we expect a mobile subscriber to be able to communicate with a fixed BS, and we expect a fixed BS to handle mobile subscribers. It is a very simple concept, and very important from deployment point of view (this is also the main point that distinguishes our group from 802.20).
 
BR,
Yigal Leiba
 
 
-----Original Message-----
From: owner-stds-802-16@listserv.ieee.org [mailto:owner-stds-802-16@listserv.ieee.org]On Behalf Of Phillip Barber
Sent: Thursday, July 22, 2004 7:08 AM
To: STDS-802-16@listserv.ieee.org
Subject: [STDS-802-16] Fw: [STDS-802-16] [Security] Cleaning up 802.16e security

Chulsook,
 
I must disagree with your definition of 'backwards compatability'. Maybe it is an issue of language.
 
It is not necessary that all features adopted in 16e be backwards compatable to fixed, only that functions and features that replace or add-on to existing fixed methods maintain a mode of operation that is completely backwards campatable.  New features or functions need not be represented in fixed mode at all--after all, that is the function of an Amendment PAR TG, to add new material and/or amend existing material in an existing standards document.  New features like mobility, sleep, and idle mode are examples of new features that are not previously represented in the fixed document and have no basis for compatability. Security is an example of a function/feature that is existant in the fixed document, so in 16e we are required to maintain a mode of operation exactly the same as in the fixed document, and we cannot alter the existing security messaging structure in such a way that it is not compatable with the fixed document.  Other than that, we are certainly free to add any new security feature, be it PKMv2 or UltimateSecurityMethodvN.
 
After due deliberation, we find it necessary and prudent to provide methods of higher security operation for mobile environment with its higher requirements. We are fortunate that the state-of-the-art in security continues to evolve and provide us tools to enhance, and continue to enhance in the future, our security methods.  The new security methods were considered by a dedicated group over substantial time prior to arriving at the agreed solutions. Keying size, key components, keying method, all of these were considered and appropriate decisions made based on that available state-of-the-art. You make no compelling new argument as to why employing the previous key structure into PKMv2 would decrease complexity while supporting similar security assurance.
 
The previous method for RSA-DES is completely unchanged.  That is all the backwards compatability we need.
 
Thanks,
Phil
 
----- Original Message -----
Sent: Wednesday, July 21, 2004 9:12 PM
Subject: [STDS-802-16] [Àüüȸ½Å] [STDS-802-16] Cleaning up 802.16e security

Hi, DJ and all.


I would like to comment on the approaches of PKMv2 to upgrade the current PKMv1.

In my opinion, when we upgrade or revise the currently fixed specifications, we shall provide the backward compatibility to the older one. Even in the case of backward compatibility cannot be fully supported, we should clearly resolve the known problems in the current specification by maximizing the reusability of the current one. But, the PKMv2 overlooked these issues.

Currently proposed PKMv2 is a new and separate PKM protocol with PKMv1. The Key hierarchy (C802.16e-188r2) is different with that of PKMv1 (It is more systematically designed and conceptually better than the older one, but it is not compatible with that). The Key lengths are different and the input parameters are different, even if to the same algorithms:

-       PKMv1 AK = 160 bits, PKMv2 AK = 128 bits;
-       PKMv1 & PKMv2 HMAC Key Derivation Function is different, even though the SHA-1 algorithm is used to both, and its key length (160 vs. 128) and input parameters too.

And the PKMv2 uses the newly defined AES_Key_Wrap for transferring keys as mandatory feature for PKMv2 (In session #32, the AES_Key_Wrap was accepted already. But, I hope it will to be modified to include the older key transferring mechanisms).

Anyway, we can say the current PKMv2 (and its key hierarchy (188r2)) is not backward compatible with PKMv1. And it is not fully supported one of the most important goals and  requirements of the PKMv2 - "It should be backward compatible with the existing PKMv1." (See Ad Hoc documents: Jeff Mandin, "PKMv2 - Goals and Requirements"; David Johnston, "A New PKM for 802.16")

 
As you know, TGe PAR (IEEE 802.16-02/48r4, approved in 2002-12-11, and the only valid one) state that the following two types of interoperability (or backward compatibility) should be supported: "Subscriber stations specified herein, within stationary, shall interoperate with base stations in IEEE Std 802.16a. Base stations specified herein shall interoperate with stationary subscriber stations specified in IEEE Std 802.16a." The exact meaning of IEEE Std 802.16a should be interpreted as IEEE Std 802.16-2004.

On the basis of that PAR statement, the TGe-based MSS, when stationary, shall be interoperable with the TGd-based BSs (supporting PKMv1 only), but the PKMv2 is not backward compatible with PKMv1 so that the requirements are not fulfilled. And the TGd-based BS shall interoperate with the TGd-based SS (supporting PKMv1 only), but when the TGe-based BS cannot provide the PKMv1 capability, the requirements are not satisfied, too.

Therefore, in order to provide the backward compatibility (and/or interoperability) with TGd, the TGe-based MSSs and BSs shall provide both of the PKMv1 and PKMv2 capabilities. It is a too much burden and the duplicated functionality to the MSSs. 

Generally speaking, I hope that the PKMv2 should support the various possibilities of authorization and encryption modes as a superset of including PKMv1 concepts.

Fortunately, DJ proposed and showed me the modified Key hierarchy mechanism (188r3) to mitigate our uneasiness by introducing the HMAC SHA-1 key generation, and modified to change the proposal to allow EAP-only mode. We have been reviewing the proposal and we would like to propose an alternative by slightly change the DJ's proposal to maximize the backward compatible and reusable features with PKMv1. By doing that, we can reduce the overhead of implementing the two completely different mechanisms in each Mobile subscriber station, and will get a soft-landing from PKMv1 to PKMv2.


Sincerely,

Chulsik Yoon,
Senior Engineer, ETRI


P.S.

I would like to mention the data encryption issue of PKMv2, not relating to the Key hierarchy issue.

In PKMv2, we have generally agreed on using the AES algorithm for key management and data encryption. So, in my thought, if we select the PKMv2 based key management methodology, then we will also use the AES algorithm (not the DES algorithm) for data encryption. In the current specification, only the AES-CCM mode can be provided to data encryption using AES algorithm. Even thought, the AES-CCM can provide the high security capabilities by using the Counter and Message Integrity Check with AES, it needs a large amount of overhead (total 12 bytes of overhead per PDU; 4 bytes PN and 8 bytes of Cypertext ICV). In my opinion, most of the user service needs not this type of highly secure mechanisms, except the monetary transactions such as internet banking, mobile commerce, etc. Therefore, the another AES mode (not CCM), not having too much overhead for data encryption transaction, need to be added to the current security mechanisms in IEEE 802.16 specifications.

Thank You.

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º¸³½»ç¶÷: owner-stds-802-16@listserv.ieee.org[dj.johnston@INTEL.COM]
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Á¦¸ñ: [STDS-802-16] Cleaning up 802.16e security
¹ÞÀº³¯Â¥: 2004/07/17 Åä 12:15


All,
I think the input to the security work went rather well. We got most of the underlying mechanisms in the spec. Compare this with the time it took 802.11i to get to this stage. Of course we had the benefit of their hindsight.

As some of us discussed in the meeting, there are a few things to be done with the security work but also there seems to be agreement that we need to identify and limit the list of things we need to do, in order to bring the work to a close.

My list of things to be done is as follows:
    EAP Key agreement
    Generic Management Frame Protection
    PKMv2 Key Hierarchy
    PKMv2 Security State Machines
    Test Vectors (for the crypto algorithms operating over packets)
    Vulnerability analysis/corrections
    General clean up of the contributions that were accepted (we have LB14c for that)
I have vague memories of Jeff having another item for this list but its leaked from my head.
I will try to coordinate a consensus position on what the key heirarchy should be. So I'd appreciate comment on it. Particularly from anyone who disliked the current proposal enough to vote against it. I don't think the discussion in the meeting shed much light on what the concerns were, since I still don't know.

EAP Key agreement is in a similar situation. Jeff provided text, but it didn't pass. Therefore any input on what is needed to make it pass is welcome.

Anyone who can commit to filling in other parts of the framework should declare their interest, so people interested in contributing to the same areas can compare notes.

Hopefully we can reach some sort of consensus before the next meeting.
Regards,
DJ