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Versions: 00 01 02 03 04 05 06 07 08 RFC 6290

IPsecME Working Group                                        Y. Nir, Ed.
Internet-Draft                                               Check Point
Intended status: Standards Track                           D. Wierbowski
Expires: March 7, 2011                                               IBM
                                                       September 3, 2010


                 A Quick Crash Detection Method for IKE
                draft-ietf-ipsecme-failure-detection-00

Abstract

   This document describes an extension to the IKEv2 protocol that
   allows for faster detection of SA desynchronization using a saved
   token.

   When an IPsec tunnel between two IKEv2 peers is disconnected due to a
   restart of one peer, it can take as much as several minutes for the
   other peer to discover that the reboot has occurred, thus delaying
   recovery.  In this text we propose an extension to the protocol, that
   allows for recovery immediately following the restart.

Status of this Memo

   This Internet-Draft is submitted in full conformance with the
   provisions of BCP 78 and BCP 79.

   Internet-Drafts are working documents of the Internet Engineering
   Task Force (IETF).  Note that other groups may also distribute
   working documents as Internet-Drafts.  The list of current Internet-
   Drafts is at http://datatracker.ietf.org/drafts/current/.

   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."

   This Internet-Draft will expire on March 7, 2011.

Copyright Notice

   Copyright (c) 2010 IETF Trust and the persons identified as the
   document authors.  All rights reserved.

   This document is subject to BCP 78 and the IETF Trust's Legal
   Provisions Relating to IETF Documents
   (http://trustee.ietf.org/license-info) in effect on the date of
   publication of this document.  Please review these documents



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   carefully, as they describe your rights and restrictions with respect
   to this document.  Code Components extracted from this document must
   include Simplified BSD License text as described in Section 4.e of
   the Trust Legal Provisions and are provided without warranty as
   described in the Simplified BSD License.














































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Table of Contents

   1.  Introduction . . . . . . . . . . . . . . . . . . . . . . . . .  4
     1.1.  Conventions Used in This Document  . . . . . . . . . . . .  4
   2.  RFC 4306 Crash Recovery  . . . . . . . . . . . . . . . . . . .  5
   3.  Protocol Outline . . . . . . . . . . . . . . . . . . . . . . .  5
   4.  Formats and Exchanges  . . . . . . . . . . . . . . . . . . . .  6
     4.1.  Notification Format  . . . . . . . . . . . . . . . . . . .  6
     4.2.  Passing a Token in the AUTH Exchange . . . . . . . . . . .  7
     4.3.  Replacing Tokens After Rekey or Resumption . . . . . . . .  8
     4.4.  Replacing the Token for an Existing SA . . . . . . . . . .  9
     4.5.  Presenting the Token in an INFORMATIONAL Exchange  . . . .  9
   5.  Token Generation and Verification  . . . . . . . . . . . . . . 10
     5.1.  A Stateless Method of Token Generation . . . . . . . . . . 10
     5.2.  A Stateless Method with IP addresses . . . . . . . . . . . 11
     5.3.  Token Lifetime . . . . . . . . . . . . . . . . . . . . . . 11
   6.  Backup Gateways  . . . . . . . . . . . . . . . . . . . . . . . 11
   7.  Alternative Solutions  . . . . . . . . . . . . . . . . . . . . 12
     7.1.  Initiating a new IKE SA  . . . . . . . . . . . . . . . . . 12
     7.2.  SIR  . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
     7.3.  Birth Certificates . . . . . . . . . . . . . . . . . . . . 12
     7.4.  Reducing Liveness Check Length . . . . . . . . . . . . . . 13
   8.  Interaction with Session Resumption  . . . . . . . . . . . . . 13
   9.  Operational Considerations . . . . . . . . . . . . . . . . . . 15
     9.1.  Who should implement this specification  . . . . . . . . . 15
     9.2.  Response to unknown child SPI  . . . . . . . . . . . . . . 16
     9.3.  Using Tokens that Depend on IP Addresses . . . . . . . . . 16
   10. Security Considerations  . . . . . . . . . . . . . . . . . . . 17
     10.1. QCD Token Generation and Handling  . . . . . . . . . . . . 17
     10.2. QCD Token Transmission . . . . . . . . . . . . . . . . . . 18
     10.3. QCD Token Enumeration  . . . . . . . . . . . . . . . . . . 18
   11. IANA Considerations  . . . . . . . . . . . . . . . . . . . . . 19
   12. Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . 19
   13. Change Log . . . . . . . . . . . . . . . . . . . . . . . . . . 19
     13.1. Changes from draft-nir-ike-qcd-07  . . . . . . . . . . . . 19
     13.2. Changes from draft-nir-ike-qcd-03 and -04  . . . . . . . . 19
     13.3. Changes from draft-nir-ike-qcd-02  . . . . . . . . . . . . 19
     13.4. Changes from draft-nir-ike-qcd-01  . . . . . . . . . . . . 20
     13.5. Changes from draft-nir-ike-qcd-00  . . . . . . . . . . . . 20
     13.6. Changes from draft-nir-qcr-00  . . . . . . . . . . . . . . 20
   14. References . . . . . . . . . . . . . . . . . . . . . . . . . . 20
     14.1. Normative References . . . . . . . . . . . . . . . . . . . 20
     14.2. Informative References . . . . . . . . . . . . . . . . . . 20
   Authors' Addresses . . . . . . . . . . . . . . . . . . . . . . . . 21







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1.  Introduction

   IKEv2, as described in [IKEv2bis] and its predecessor RFC 4306, has a
   method for recovering from a reboot of one peer.  As long as traffic
   flows in both directions, the rebooted peer should re-establish the
   tunnels immediately.  However, in many cases the rebooted peer is a
   VPN gateway that protects only servers, or else the non-rebooted peer
   has a dynamic IP address.  In such cases, the rebooted peer will not
   be able to re-establish the tunnels.  Section 2 describes how
   recovery works under RFC 4306, and explains why it may take several
   minutes.

   The method proposed here, is to send an octet string, called a "QCD
   token" in the IKE_AUTH exchange that establishes the tunnel.  That
   token can be stored on the peer as part of the IKE SA.  After a
   reboot, the rebooted implementation can re-generate the token, and
   send it to the peer, so as to delete the IKE SA.  Deleting the IKE SA
   results is a quick establishment of new IPsec tunnels.  This is
   described in Section 3.

1.1.  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].

   The term "token" refers to an octet string that an implementation can
   generate using only the properties of a protected IKE message (such
   as IKE SPIs) as input.  A conforming implementation MUST be able to
   generate the same token from the same input even after rebooting.

   The term "token maker" refers to an implementation that generates a
   token and sends it to the peer as specified in this document.

   The term "token taker" refers to an implementation that stores such a
   token or a digest thereof, in order to verify that a new token it
   receives is identical to the old token it has stored.

   The term "non-volatile storage" in this document refers to a data
   storage module, that persists across restarts of the token maker.
   Examples of such a storage module include an internal disk, an
   internal flash memory module, an external disk and an external
   database.  A small non-volatile storage module is required for a
   token maker, but a larger one can be used to enhance performance, as
   described in Section 9.2.






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2.  RFC 4306 Crash Recovery

   When one peer loses state or reboots, the other peer does not get any
   notification, so unidirectional IPsec traffic can still flow.  The
   rebooted peer will not be able to decrypt it, however, and the only
   remedy is to send an unprotected INVALID_SPI notification as
   described in section 3.10.1 of [IKEv2bis].  That section also
   describes the processing of such a notification:

         "If this Informational Message is sent outside the
     context of an IKE_SA, it should be used by the recipient
     only as a "hint" that something might be wrong (because it
     could easily be forged)."

   Since the INVALID_SPI can only be used as a hint, the non-rebooted
   peer has to determine whether the IPsec SA, and indeed the parent IKE
   SA are still valid.  The method of doing this is described in section
   2.4 of [IKEv2bis].  This method, called "liveness check" involves
   sending a protected empty INFORMATIONAL message, and awaiting a
   response.  This procedure is sometimes referred to as "Dead Peer
   Detection" or DPD.

   Section 2.4 does not mandate how many times the liveness check
   message should be retransmitted, or for how long, but does recommend
   the following:

                                                               "It is
    suggested that messages be retransmitted at least a dozen times over
    a period of at least several minutes before giving up on an SA..."

   Those "at least several minutes" are a time during which both peers
   are active, but IPsec cannot be used.


3.  Protocol Outline

   Supporting implementations will send a notification, called a "QCD
   token", as described in Section 4.1 in the last IKE_AUTH exchange
   messages.  These are the final IKE_AUTH request and final IKE_AUTH
   response that contain the AUTH payloads.  The generation of these
   tokens is a local matter for implementations, but considerations are
   described in Section 5.  Implementations that send such a token will
   be called "token makers".

   A supporting implementation receiving such a token MUST store it (or
   a digest thereof) along with the IKE SA.  Implementations that
   support this part of the protocol will be called "token takers".
   Section 9.1 has considerations for which implementations need to be



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   token takers, and which should be token makers.  Implementation that
   are not token takers will silently ignore QCD tokens.

   When a token maker receives a protected IKE request message with
   unknown IKE SPIs, it SHOULD generate a new token that is identical to
   the previous token, and send it to the requesting peer in an
   unprotected IKE message as described in Section 4.5.

   When a token taker receives the QCD token in an unprotected
   notification, it MUST verify that the TOKEN_SECRET_DATA matches the
   token stored with the matching IKE SA.  If the verification fails, or
   if the IKE SPIs in the message do not match any existing IKE SA, it
   SHOULD log the event.  If it succeeds, it MUST silently delete the
   IKE SA associated with the IKE_SPI fields, and all dependant child
   SAs.  This event MAY also be logged.  The token taker MUST accept
   such tokens from any IP address and port combination, so as to allow
   different kinds of high-availability configurations of the token
   maker.

   A supporting token taker MAY immediately create new SAs using an
   Initial exchange, or it may wait for subsequent traffic to trigger
   the creation of new SAs.

   See Section 8 for a short discussion about this extensions's
   interaction with IKEv2 Session Resumption ([RFC5723]).


4.  Formats and Exchanges

4.1.  Notification Format

   The notification payload called "QCD token" is formatted as follows:

                            1                   2                   3
        0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
       +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
       ! Next Payload  !C!  RESERVED   !         Payload Length        !
       +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
       !  Protocol ID  !   SPI Size    ! QCD Token Notify Message Type !
       +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
       !                                                               !
       ~                       TOKEN_SECRET_DATA                       ~
       !                                                               !
       +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   o  Protocol ID (1 octet) MUST be 1, as this message is related to an
      IKE SA.




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   o  SPI Size (1 octet) MUST be zero, in conformance with section 3.10
      of [IKEv2bis].
   o  QCD Token Notify Message Type (2 octets) - MUST be xxxxx, the
      value assigned for QCD token notifications.  TBA by IANA.
   o  TOKEN_SECRET_DATA (16-128 octets) contains a generated token as
      described in Section 5.

4.2.  Passing a Token in the AUTH Exchange

   For brevity, only the EAP version of an AUTH exchange will be
   presented here.  The non-EAP version is very similar.  The figures
   below are based on appendix C.3 of [IKEv2bis].

    first request       --> IDi,
                            [N(INITIAL_CONTACT)],
                            [[N(HTTP_CERT_LOOKUP_SUPPORTED)], CERTREQ+],
                            [IDr],
                            [CP(CFG_REQUEST)],
                            [N(IPCOMP_SUPPORTED)+],
                            [N(USE_TRANSPORT_MODE)],
                            [N(ESP_TFC_PADDING_NOT_SUPPORTED)],
                            [N(NON_FIRST_FRAGMENTS_ALSO)],
                            SA, TSi, TSr,
                            [V+]

    first response      <-- IDr, [CERT+], AUTH,
                            EAP,
                            [V+]

                      / --> EAP
    repeat 1..N times |
                      \ <-- EAP

    last request        --> AUTH
                            [N(QCD_TOKEN)]

    last response       <-- AUTH,
                            [N(QCD_TOKEN)]
                            [CP(CFG_REPLY)],
                            [N(IPCOMP_SUPPORTED)],
                            [N(USE_TRANSPORT_MODE)],
                            [N(ESP_TFC_PADDING_NOT_SUPPORTED)],
                            [N(NON_FIRST_FRAGMENTS_ALSO)],
                            SA, TSi, TSr,
                            [N(ADDITIONAL_TS_POSSIBLE)],
                            [V+]

   Note that the QCD_TOKEN notification is marked as optional because it



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   is not required by this specification that every implementation be
   both token maker and token taker.  If only one peer sends the QCD
   token, then a reboot of the other peer will not be recoverable by
   this method.  This may be acceptable if traffic typically originates
   from the other peer.

   In any case, the lack of a QCD_TOKEN notification MUST NOT be taken
   as an indication that the peer does not support this standard.
   Conversely, if a peer does not understand this notification, it will
   simply ignore it.  Therefore a peer MAY send this notification
   freely, even if it does not know whether the other side supports it.

   The QCD_TOKEN notification is related to the IKE SA and MUST follow
   the AUTH payload and precede the Configuration payload and all
   payloads related to the child SA.

4.3.  Replacing Tokens After Rekey or Resumption

   After rekeying an IKE SA, the IKE SPIs are replaced, so the new SA
   also needs to have a token.  If only the responder in the rekey
   exchange is the token maker, this can be done within the
   CREATE_CHILD_SA exchange.  If the initiator is a token maker, then we
   need an extra informational exchange.

   The following figure shows the CREATE_CHILD_SA exchange for rekeying
   the IKE SA.  Only the responder sends a QCD token.

      request             --> SA, Ni, [KEi]

      response            <-- SA, Nr, [KEr], N(QCD_TOKEN)

   If the initiator is also a token maker, it SHOULD soon initiate an
   INFORMATIONAL exchange as follows:

      request             --> N(QCD_TOKEN)

      response            <--

   For session resumption, as specified in [RFC5723], the situation is
   similar.  The responder, which is necessarily the peer that has
   crashed, SHOULD send a new ticket within the protected payload of the
   IKE_SESSION_RESUME exchange.  If the Initiator is also a token maker,
   it needs to send a QCD_TOKEN in a separate INFORMATIONAL exchange.

   The INFORMATIONAL exchange described in this section can also be used
   if QCD tokens need to be replaced due to a key rollover.  However,
   since token takers are required to verify at least 4 QCD tokens, this
   is only necessary if secret QCD keys are rolled over more than four



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   times as often as IKE SAs are rekeyed.

4.4.  Replacing the Token for an Existing SA

   With some token generation methods, such as that described in
   Section 5.2, a QCD token may sometimes become invalid, although the
   IKE SA is still perfectly valid.

   In such a case, the token maker MUST send the new token in a
   protected message under that IKE SA.  That exchange could be a simple
   INFORMATIONAL, such as in the last figure in the previous section, or
   else it can be part of a MOBIKE INFORMATIONAL exchange such as in the
   following figure taken from section 2.2 of [RFC4555] and modified by
   adding a QCD_TOKEN notification:

     (IP_I2:4500 -> IP_R1:4500)
     HDR, SK { N(UPDATE_SA_ADDRESSES),
               N(NAT_DETECTION_SOURCE_IP),
               N(NAT_DETECTION_DESTINATION_IP) }  -->

                           <-- (IP_R1:4500 -> IP_I2:4500)
                               HDR, SK { N(NAT_DETECTION_SOURCE_IP),
                                    N(NAT_DETECTION_DESTINATION_IP) }

                           <-- (IP_R1:4500 -> IP_I2:4500)
                               HDR, SK { N(COOKIE2), [N(QCD_TOKEN)] }

     (IP_I2:4500 -> IP_R1:4500)
     HDR, SK { N(COOKIE2), [N(QCD_TOKEN)] }  -->

   A token taker MUST accept such gratuitous QCD_TOKEN notifications as
   long as they are carried in protected exchanges.  A token maker
   SHOULD NOT generate them unless it is no longer able to generate the
   old QCD_TOKEN.

4.5.  Presenting the Token in an INFORMATIONAL Exchange

   This QCD_TOKEN notification is unprotected, and is sent as a response
   to a protected IKE request, which uses an IKE SA that is unknown.

            request             --> N(INVALID_IKE_SPI), N(QCD_TOKEN)+

   If child SPIs are persistently mapped to IKE SPIs as described in
   Section 9.2, a token taker may get the following unprotected message
   in response to an ESP or AH packet.

            request             --> N(INVALID_SPI), N(QCD_TOKEN)+




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   The QCD_TOKEN and INVALID_IKE_SPI notifications are sent together to
   support both implementations that conform to this specification and
   implementations that don't.  Similar to the description in section
   2.21 of [IKEv2bis], The IKE SPI and message ID fields in the packet
   headers are taken from the protected IKE request.

   To support a periodic rollover of the secret used for token
   generation, the token taker MUST support at least four QCD_TOKEN
   notifications in a single packet.  The token is considered verified
   if any of the QCD_TOKEN notifications matches.  The token maker MAY
   generate up to four QCD_TOKEN notifications, based on several
   generations of keys.

   If the QCD_TOKEN verifies OK, an empty response MUST be sent.  If the
   QCD_TOKEN cannot be validated, a response MUST NOT be sent.
   Section 5 defines token verification.


5.  Token Generation and Verification

   No token generation method is mandated by this document.  Two method
   are documented in the following sub-sections, but they only serve as
   examples.

   The following lists the requirements from a token generation
   mechanism:
   o  Tokens MUST be at least 16 octets long, and no more than 128
      octets long, to facilitate storage and transmission.  Tokens
      SHOULD be indistinguishable from random data.
   o  It should not be possible for an external attacker to guess the
      QCD token generated by an implementation.  Cryptographic
      mechanisms such as PRNG and hash functions are RECOMMENDED.
   o  The token maker, MUST be able to re-generate or retrieve the token
      based on the IKE SPIs even after it reboots.
   o  The method of token generation MUST be such, that a collision of
      QCD tokens between different pairs of IKE SPI will be highly
      unlikely.

5.1.  A Stateless Method of Token Generation

   This describes a stateless method of generating a token:
   o  At installation or immediately after the first boot of the token
      maker, 32 random octets are generated using a secure random number
      generator or a PRNG.
   o  Those 32 bytes, called the "QCD_SECRET", are stored in non-
      volatile storage on the machine, and kept indefinitely.





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   o  If key rollover is required by policy, the implementation MAY
      periodically generate a new QCD_SECRET and keep up to 3 previous
      generations.  When sending an unprotected QCD_TOKEN, as many as 4
      notification payloads may be sent, each from a different
      QCD_SECRET.
   o  The TOKEN_SECRET_DATA is calculated as follows:


            TOKEN_SECRET_DATA = HASH(QCD_SECRET | SPI-I | SPI-R)


5.2.  A Stateless Method with IP addresses

   This method is similar to the one in the previous section, except
   that the IP address of the token taker is also added to the block
   being hashed.  This has the disadvantage that the token needs to be
   replaced (as described in Section 4.4) whenever the token taker
   changes its address.

   The reason to use this method is described in Section 9.3.  When
   using this method, the TOKEN_SECRET_DATA field is calculated as
   follows:


         TOKEN_SECRET_DATA = HASH(QCD_SECRET | SPI-I | SPI-R | IPaddr-T)


   The IPaddr-T field specifies the IP address of the token taker.
   Secret rollover considerations are similar to those in the previous
   section.

5.3.  Token Lifetime

   The token is associated with a single IKE SA, and SHOULD be deleted
   by the token taker when the SA is deleted or expires.  More formally,
   the token is associated with the pair (SPI-I, SPI-R).


6.  Backup Gateways

   Making crash detection and recovery quick is a worthy goal, but since
   rebooting a gateway takes a non-zero amount of time, many
   implementations choose to have a stand-by gateway ready to take over
   as soon as the primary gateway fails for any reason. [cluster]
   describes consideration for such clusters of gateways with
   synchronized state, but the rest of this section is relevant even
   when there is no synchnorized state.




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   If such a configuration is available, it is RECOMMENDED that the
   stand-by gateway be able to generate the same token as the active
   gateway. if the method described in Section 5.1 is used, this means
   that the QCD_SECRET field is identical in both gateways.  This has
   the effect of having the crash recovery available immediately.

   Note that this refers to "high availability" configurations, where
   only one gateway is active at any given moment.  This is different
   from "load sharing" configurations where more than one gateway is
   active at the same time.  For load sharing configurations, please see
   Section 10.2 for security considerations.


7.  Alternative Solutions

7.1.  Initiating a new IKE SA

   Instead of sending a QCD token, we could have the rebooted
   implementation start an Initial exchange with the peer, including the
   INITIAL_CONTACT notification.  This would have the same effect,
   instructing the peer to erase the old IKE SA, as well as establishing
   a new IKE SA with fewer rounds.

   The disadvantage here, is that in IKEv2 an authentication exchange
   MUST have a piggy-backed Child SA set up.  Since our use case is such
   that the rebooted implementation does not have traffic flowing to the
   peer, there are no good selectors for such a Child SA.

   Additionally, when authentication is asymmetric, such as when EAP is
   used, it is not possible for the rebooted implementation to initiate
   IKE.

7.2.  SIR

   Another proposal that was considered for this work item is the SIR
   extension, which is described in [recovery].  Under that proposal,
   the non-rebooted peer sends a non-protected query to the possibly
   rebooted peer, asking whether the IKE SA exists.  The peer replies
   with either a positive or negative response, and the absence of a
   positive response, along with the existence of a negative response is
   taken as proof that the IKE SA has really been lost.

   The working group preferred the QCD proposal to this one.

7.3.  Birth Certificates

   Birth Certificates is a method of crash detection that has never been
   formally defined.  Bill Sommerfeld suggested this idea in a mail to



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   the IPsec mailing list on August 7, 2000, in a thread discussing
   methods of crash detection:

       If we have the system sign a "birth certificate" when it
       reboots (including a reboot time or boot sequence number),
       we could include that with a "bad spi" ICMP error and in
       the negotiation of the IKE SA.

   We believe that this method would have some problems.  First, it
   requires Alice to store the certificate, so as to be able to compare
   the public keys.  That requires more storage than does a QCD token.
   Additionally, the public-key operations needed to verify the self-
   signed certificates are more expensive for Alice.

   We believe that a symmetric-key operation such as proposed here is
   more light-weight and simple than that implied by the Birth
   Certificate idea.

7.4.  Reducing Liveness Check Length

   Some have suggested that the RFC 4306 procedure described in
   Section 2 can be tweaked by requiring fewer retransmissions over a
   shorter period of time for cases of liveness check started because of
   an INVALID_SPI or INVALID_IKE_SPI notification.

   We believe that the default retransmission policy should represent a
   good balance between the need for a timely discovery of a dead peer,
   and a low probability of false detection.  We expect the policy to be
   set to take the shortest time such that this probability achieves a
   certain target.  Therefore, reducing elapsed time and retransmission
   count will create an unacceptably high probability of false
   detection, and this can be triggered by a single INVALID_IKE_SPI
   notification.

   Additionally, even if the retransmission policy is reduced to, say,
   one minute, it is still a very noticeable delay from a human
   perspective, from the time that the gateway has come up until the
   tunnels are active, or from the time the backup gateway has taken
   over until the tunnels are active.


8.  Interaction with Session Resumption

   Session Resumption, specified in [RFC5723] proposes to make setting
   up a new IKE SA consume less computing resources.  This is
   particularly useful in the case of a remote access gateway that has
   many tunnels.  A failure of such a gateway would require all these
   many remote access clients to establish an IKE SA either with the



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   rebooted gateway or with a backup gateway.  This tunnel re-
   establishment should occur within a short period of time, creating a
   burden on the remote access gateway.  Session Resumption addresses
   this problem by having the clients store an encrypted derivative of
   the IKE SA for quick re-establishment.

   What Session Resumption does not help, is the problem of detecting
   that the peer gateway has failed.  A failed gateway may go undetected
   for as long as the lifetime of a child SA, because IPsec does not
   have packet acknowledgement, and applications cannot signal the IPsec
   layer that the tunnel "does not work".  Before establishing a new IKE
   SA using Session Resumption, a client should ascertain that the
   gateway has indeed failed.  This could be done using either a
   liveness check (as in RFC 4306) or using the QCD tokens described in
   this document.

   A remote access client conforming to both specifications will store
   QCD tokens, as well as the Session Resumption ticket, if provided by
   the gateway.  A remote access gateway conforming to both
   specifications will generate a QCD token for the client.  When the
   gateway reboots, the client will discover this in either of two ways:
   1.  The client does regular liveness checks, or else the time for
       some other IKE exchange has come.  Since the gateway is still
       down, the IKE exchange times out after several minutes.  In this
       case QCD does not help.
   2.  Either the primary gateway or a backup gateway (see Section 6) is
       ready and sends a QCD token to the client.  In that case the
       client will quickly re-establish the IPsec tunnel, either with
       the rebooted primary gateway or the backup gateway as described
       in this document.

   The full combined protocol looks like this:



















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        Initiator                Responder
        -----------              -----------
       HDR, SAi1, KEi, Ni  -->

                           <--    HDR, SAr1, KEr, Nr, [CERTREQ]

       HDR, SK {IDi, [CERT,]
       [CERTREQ,] [IDr,]
       AUTH, N(QCD_TOKEN)
       SAi2, TSi, TSr,
       N(TICKET_REQUEST)}  -->
                           <--    HDR, SK {IDr, [CERT,] AUTH,
                                  N(QCD_TOKEN), SAr2, TSi, TSr,
                                  N(TICKET_LT_OPAQUE) }

                ---- Reboot -----

       HDR, {}             -->
                           <--  HDR, N(QCD_TOKEN)

       HDR, [N(COOKIE),]
       Ni, N(TICKET_OPAQUE)
       [,N+]               -->
                           <--  HDR, Nr [,N+]



9.  Operational Considerations

9.1.  Who should implement this specification

   Throughout this document, we have referred to reboot time
   alternatingly as the time that the implementation crashes and the
   time when it is ready to process IPsec packets and IKE exchanges.
   Depending on the hardware and software platforms and the cause of the
   reboot, rebooting may take anywhere from a few seconds to several
   minutes.  If the implementation is down for a long time, the benefit
   of this protocol extension is reduced.  For this reason critical
   systems should implement backup gateways as described in Section 6.

   Implementing the "token maker" side of QCD makes sense for IKE
   implementation where protected connections originate from the peer,
   such as inter-domain VPNs and remote access gateways.  Implementing
   the "token taker" side of QCD makes sense for IKE implementations
   where protected connections originate, such as inter-domain VPNs and
   remote access clients.

   To clarify the requirements:



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   o  A remote-access client MUST be a token taker and MAY be a token
      maker.
   o  A remote-access gateway MAY be a token taker and MUST be a token
      maker.
   o  An inter-domain VPN gateway MUST be both token maker and token
      taker.

   In order to limit the effects of DoS attacks, a token taker SHOULD
   limit the rate of QCD_TOKENs verified from a particular source.

   If excessive amounts of IKE requests protected with unknown IKE SPIs
   arrive at a token maker, the IKE module SHOULD revert to the behavior
   described in section 2.21 of [IKEv2bis] and either send an
   INVALID_IKE_SPI notification, or ignore it entirely.

9.2.  Response to unknown child SPI

   After a reboot, it is more likely that an implementation receives
   IPsec packets than IKE packets.  In that case, the rebooted
   implementation will send an INVALID_SPI notification, triggering a
   liveness check.  The token will only be sent in a response to the
   liveness check, thus requiring an extra round-trip.

   To avoid this, an implementation that has access to enough non-
   volatile storage MAY store a mapping of child SPIs to owning IKE
   SPIs, or to generated tokens.  If such a mapping is available and
   persistent across reboots, the rebooted implementation SHOULD respond
   to the IPsec packet with an INVALID_SPI notification, along with the
   appropriate QCD_Token notifications.  A token taker SHOULD verify the
   QCD token that arrives with an INVALID_SPI notification the same as
   if it arrived with the IKE SPIs of the parent IKE SA.

   However, a persistent storage module might not be updated in a timely
   manner, and could be populated with tokens relating to IKE SPIs that
   have already been rekeyed.  A token taker MUST NOT take an invalid
   QCD Token sent along with an INVALID_SPI notification as evidence
   that the peer is either malfunctioning or attacking, but it SHOULD
   limit the rate at which such notifications are processed.

9.3.  Using Tokens that Depend on IP Addresses

   This section describes the rationale for token generation methods
   such as the one described in Section 5.2.  Note that this section
   merely provides a possible rationale, and does not specify or
   recommend any kind of configuration.

   Some configurations of security gateway use a load-sharing cluster of
   hosts, all sharing the same IP addresses, where the SAs (IKE and



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   child) are not synchronized between the cluster members.  In such a
   configuration, a single member does not know about all the IKE SAs
   that are active for the configuration.  A load balancer (usually a
   networking switch) sends IKE and IPsec packets to the several members
   based on source IP address.

   In such a configuration, an attacker can send a forged protected IKE
   packet with the IKE SPIs of an existing IKE SA, but from a different
   IP address.  This packet will likely be processed by a different
   cluster member from the one that owns the IKE SA.  Since no IKE SA
   state is stored on this member, it will send a QCD token to the
   attacker.  If the QCD token does not depend on IP address, this token
   can immediately be used to tell the token taker to tear down the IKE
   SA using an unprotected QCD_TOKEN notification.

   To thwart this possible attack, such configurations should use a
   method that considers the taker's IP address, such as the method
   described in Section 5.2.


10.  Security Considerations

10.1.  QCD Token Generation and Handling

   Tokens MUST be hard to guess.  This is critical, because if an
   attacker can guess the token associated with an IKE SA, she can tear
   down the IKE SA and associated tunnels at will.  When the token is
   delivered in the IKE_AUTH exchange, it is encrypted.  When it is sent
   again in an unprotected notification, it is not, but that is the last
   time this token is ever used.

   An aggregation of some tokens generated by one maker together with
   the related IKE SPIs MUST NOT give an attacker the ability to guess
   other tokens.  Specifically, if one taker does not properly secure
   the QCD tokens and an attacker gains access to them, this attacker
   MUST NOT be able to guess other tokens generated by the same maker.
   This is the reason that the QCD_SECRET in Section 5.1 needs to be
   sufficiently long.

   The token taker MUST store the token in a secure manner.  No attacker
   should be able to gain access to a stored token.

   The QCD_SECRET MUST be protected from access by other parties.
   Anyone gaining access to this value will be able to delete all the
   IKE SAs for this token maker.

   The QCD token is sent by the rebooted peer in an unprotected message.
   A message like that is subject to modification, deletion and replay



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   by an attacker.  However, these attacks will not compromise the
   security of either side.  Modification is meaningless because a
   modified token is simply an invalid token.  Deletion will only cause
   the protocol not to work, resulting in a delay in tunnel re-
   establishment as described in Section 2.  Replay is also meaningless,
   because the IKE SA has been deleted after the first transmission.

10.2.  QCD Token Transmission

   A token maker MUST NOT send a QCD token in an unprotected message for
   an existing IKE SA.  This implies that a conforming QCD token maker
   MUST be able to tell whether a particular pair of IKE SPIs represent
   a valid IKE SA.

   This requirement is obvious and easy in the case of a single gateway.
   However, some implementations use a load balancer to divide the load
   between several physical gateways.  It MUST NOT be possible even in
   such a configuration to trick one gateway into sending a QCD token
   for an IKE SA which is valid on another gateway.

   This document does not specify how a load sharing sharing
   configuration of IPsec gateways would work, but in order to support
   this specification, all members MUST be able to tell whether a
   particular IKE SA is active anywhere in the cluster.  One way to do
   it is to synchronize a list of active IKE SPIs among all the cluster
   members.

10.3.  QCD Token Enumeration

   An attacker may try to attack QCD if the generation algorithm
   described in Section 5.1 is used.  The attacker will send several
   fake IKE requests to the gateway under attack, receiving and
   recording the QCD Tokens in the responses.  This will allow the
   attacker to create a dictionary of IKE SPIs to QCD Tokens, which can
   later be used to tear down any IKE SA.

   Three factors mitigate this threat:
   o  The space of all possible IKE SPI pairs is huge: 2^128, so making
      such a dictionary is impractical.  Even if we assume that one
      implementation always generates predictable IKE SPIs, the space is
      still at least 2^64 entries, so making the dictionary is extremely
      hard.
   o  Throttling the amount of QCD_TOKEN notifications sent out, as
      discussed in Section 9.1, especially when not soon after a crash
      will limit the attacker's ability to construct a dictionary.
   o  The methods in Section 5.1 and Section 5.2 allow for a periodic
      change of the QCD_SECRET.  Any such change invalidates the entire
      dictionary.



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11.  IANA Considerations

   IANA is requested to assign a notify message type from the status
   types range (16406-40959) of the "IKEv2 Notify Message Types"
   registry with name "QUICK_CRASH_DETECTION".


12.  Acknowledgements

   We would like to thank Hannes Tschofenig and Yaron Sheffer for their
   comments about Session Resumption.

   Frederic D'etienne and Pratima Sethi contributed the ideas in
   Section 9.3 and Section 5.2.

   Others who have contrinuted valuable comments are, in alphabetical
   order, Lakshminath Dondeti, Scott C Moonen and Dave Wierbowski.


13.  Change Log

   This section lists all changes in this document

   NOTE TO RFC EDITOR : Please remove this section in the final RFC

13.1.  Changes from draft-nir-ike-qcd-07

   o  First WG version.
   o  Addressed Scott C Moonen's concern about collisions of QCD tokens.
   o  Updated references to point to IKEv2bis instead of RFC 4306 and
      4718.  Also converted draft reference for resumption to RFC 5723.
   o  Added Dave Wiebrowski as author, and removed Pratima and Frederic.

13.2.  Changes from draft-nir-ike-qcd-03 and -04

   Mostly editorial changes and cleaning up.

13.3.  Changes from draft-nir-ike-qcd-02

   o  Described QCD token enumeration, following a question by
      Lakshminath Dondeti.
   o  Added the ability to replace the QCD token for an existing IKE SA.
   o  Added tokens dependant on peer IP address and their interaction
      with MOBIKE.







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13.4.  Changes from draft-nir-ike-qcd-01

   o  Removed stateless method.
   o  Added discussion of rekeying and resumption.
   o  Added discussion of non-synchronized load-balanced clusters of
      gateways in the security considerations.
   o  Other wording fixes.

13.5.  Changes from draft-nir-ike-qcd-00

   o  Merged proposal with draft-detienne-ikev2-recovery
   o  Changed the protocol so that the rebooted peer generates the
      token.  This has the effect, that the need for persistent storage
      is eliminated.
   o  Added discussion of birth certificates.

13.6.  Changes from draft-nir-qcr-00

   o  Changed name to reflect that this relates to IKE.  Also changed
      from quick crash recovery to quick crash detection to avoid
      confusion with IFARE.
   o  Added more operational considerations.
   o  Added interaction with IFARE.
   o  Added discussion of backup gateways.


14.  References

14.1.  Normative References

   [IKEv2bis]
              Kaufman, C., Hoffman, P., Nir, Y., and P. Eronen,
              "Internet Key Exchange Protocol: IKEv2",
              draft-ietf-ipsecme-ikev2bis-11 (work in progress),
              May 2010.

   [RFC2119]  Bradner, S., "Key words for use in RFCs to Indicate
              Requirement Levels", BCP 14, RFC 2119, March 1997.

   [RFC4555]  Eronen, P., "IKEv2 Mobility and Multihoming Protocol
              (MOBIKE)", RFC 4555, June 2006.

14.2.  Informative References

   [RFC5723]  Sheffer, Y. and H. Tschofenig, "IKEv2 Session Resumption",
              RFC 5723, January 2010.

   [cluster]  Nir, Y., Ed., "IPsec Cluster Problem Statement",



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              draft-ietf-ipsecme-ipsec-ha (work in progress), July 2010.

   [recovery]
              Detienne, F., Sethi, P., and Y. Nir, "Safe IKE Recovery",
              draft-detienne-ikev2-recovery (work in progress),
              January 2010.


Authors' Addresses

   Yoav Nir (editor)
   Check Point Software Technologies Ltd.
   5 Hasolelim st.
   Tel Aviv  67897
   Israel

   Email: ynir@checkpoint.com


   David Wierbowski
   International Business Machines
   1701 North Street
   Endicott, New York  13760
   United States

   Email: wierbows@us.ibm.com

























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