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authorAaron Raimist <aaron@raim.ist>2019-05-01 11:55:21 -0500
committerHubert Chathi <hubert@uhoreg.ca>2019-05-14 12:55:40 -0400
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-.. Copyright 2016 OpenMarket Ltd
-..
-.. Licensed under the Apache License, Version 2.0 (the "License");
-.. you may not use this file except in compliance with the License.
-.. You may obtain a copy of the License at
-..
-.. http://www.apache.org/licenses/LICENSE-2.0
-..
-.. Unless required by applicable law or agreed to in writing, software
-.. distributed under the License is distributed on an "AS IS" BASIS,
-.. WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
-.. See the License for the specific language governing permissions and
-.. limitations under the License.
-
-
-Megolm group ratchet
-====================
-
-An AES-based cryptographic ratchet intended for group communications.
-
-.. contents::
-
-Background
-----------
-
-The Megolm ratchet is intended for encrypted messaging applications where there
-may be a large number of recipients of each message, thus precluding the use of
-peer-to-peer encryption systems such as `Olm`_.
-
-It also allows a recipient to decrypt received messages multiple times. For
-instance, in client/server applications, a copy of the ciphertext can be stored
-on the (untrusted) server, while the client need only store the session keys.
-
-Overview
---------
-
-Each participant in a conversation uses their own outbound session for
-encrypting messages. A session consists of a ratchet and an `Ed25519`_ keypair.
-
-Secrecy is provided by the ratchet, which can be wound forwards but not
-backwards, and is used to derive a distinct message key for each message.
-
-Authenticity is provided via Ed25519 signatures.
-
-The value of the ratchet, and the public part of the Ed25519 key, are shared
-with other participants in the conversation via secure peer-to-peer
-channels. Provided that peer-to-peer channel provides authenticity of the
-messages to the participants and deniability of the messages to third parties,
-the Megolm session will inherit those properties.
-
-The Megolm ratchet algorithm
-----------------------------
-
-The Megolm ratchet :math:`R_i` consists of four parts, :math:`R_{i,j}` for
-:math:`j \in {0,1,2,3}`. The length of each part depends on the hash function
-in use (256 bits for this version of Megolm).
-
-The ratchet is initialised with cryptographically-secure random data, and
-advanced as follows:
-
-.. math::
- \begin{align}
- R_{i,0} &=
- \begin{cases}
- H_0\left(R_{2^24(n-1),0}\right) &\text{if }\exists n | i = 2^24n\\
- R_{i-1,0} &\text{otherwise}
- \end{cases}\\
- R_{i,1} &=
- \begin{cases}
- H_1\left(R_{2^24(n-1),0}\right) &\text{if }\exists n | i = 2^24n\\
- H_1\left(R_{2^16(m-1),1}\right) &\text{if }\exists m | i = 2^16m\\
- R_{i-1,1} &\text{otherwise}
- \end{cases}\\
- R_{i,2} &=
- \begin{cases}
- H_2\left(R_{2^24(n-1),0}\right) &\text{if }\exists n | i = 2^24n\\
- H_2\left(R_{2^16(m-1),1}\right) &\text{if }\exists m | i = 2^16m\\
- H_2\left(R_{2^8(p-1),2}\right) &\text{if }\exists p | i = 2^8p\\
- R_{i-1,2} &\text{otherwise}
- \end{cases}\\
- R_{i,3} &=
- \begin{cases}
- H_3\left(R_{2^24(n-1),0}\right) &\text{if }\exists n | i = 2^24n\\
- H_3\left(R_{2^16(m-1),1}\right) &\text{if }\exists m | i = 2^16m\\
- H_3\left(R_{2^8(p-1),2}\right) &\text{if }\exists p | i = 2^8p\\
- H_3\left(R_{i-1,3}\right) &\text{otherwise}
- \end{cases}
- \end{align}
-
-where :math:`H_0`, :math:`H_1`, :math:`H_2`, and :math:`H_3` are different hash
-functions. In summary: every :math:`2^8` iterations, :math:`R_{i,3}` is
-reseeded from :math:`R_{i,2}`. Every :math:`2^16` iterations, :math:`R_{i,2}`
-and :math:`R_{i,3}` are reseeded from :math:`R_{i,1}`. Every :math:`2^24`
-iterations, :math:`R_{i,1}`, :math:`R_{i,2}` and :math:`R_{i,3}` are reseeded
-from :math:`R_{i,0}`.
-
-The complete ratchet value, :math:`R_{i}`, is hashed to generate the keys used
-to encrypt each message. This scheme allows the ratchet to be advanced an
-arbitrary amount forwards while needing at most 1023 hash computations. A
-client can decrypt chat history onwards from the earliest value of the ratchet
-it is aware of, but cannot decrypt history from before that point without
-reversing the hash function.
-
-This allows a participant to share its ability to decrypt chat history with
-another from a point in the conversation onwards by giving a copy of the
-ratchet at that point in the conversation.
-
-
-The Megolm protocol
--------------------
-
-Session setup
-~~~~~~~~~~~~~
-
-Each participant in a conversation generates their own Megolm session. A
-session consists of three parts:
-
-* a 32 bit counter, :math:`i`.
-* an `Ed25519`_ keypair, :math:`K`.
-* a ratchet, :math:`R_i`, which consists of four 256-bit values,
- :math:`R_{i,j}` for :math:`j \in {0,1,2,3}`.
-
-The counter :math:`i` is initialised to :math:`0`. A new Ed25519 keypair is
-generated for :math:`K`. The ratchet is simply initialised with 1024 bits of
-cryptographically-secure random data.
-
-A single participant may use multiple sessions over the lifetime of a
-conversation. The public part of :math:`K` is used as an identifier to
-discriminate between sessions.
-
-Sharing session data
-~~~~~~~~~~~~~~~~~~~~
-
-To allow other participants in the conversation to decrypt messages, the
-session data is formatted as described in `Session-sharing format`_. It is then
-shared with other participants in the conversation via a secure peer-to-peer
-channel (such as that provided by `Olm`_).
-
-When the session data is received from other participants, the recipient first
-checks that the signature matches the public key. They then store their own
-copy of the counter, ratchet, and public key.
-
-Message encryption
-~~~~~~~~~~~~~~~~~~
-
-This version of Megolm uses AES-256_ in CBC_ mode with `PKCS#7`_ padding and
-HMAC-SHA-256_ (truncated to 64 bits). The 256 bit AES key, 256 bit HMAC key,
-and 128 bit AES IV are derived from the megolm ratchet :math:`R_i`:
-
-.. math::
-
- \begin{align}
- AES\_KEY_{i}\;\parallel\;HMAC\_KEY_{i}\;\parallel\;AES\_IV_{i}
- &= HKDF\left(0,\,R_{i},\text{"MEGOLM\_KEYS"},\,80\right) \\
- \end{align}
-
-where :math:`\parallel` represents string splitting, and
-:math:`HKDF\left(salt,\,IKM,\,info,\,L\right)` refers to the `HMAC-based key
-derivation function`_ using using `SHA-256`_ as the hash function
-(`HKDF-SHA-256`_) with a salt value of :math:`salt`, input key material of
-:math:`IKM`, context string :math:`info`, and output keying material length of
-:math:`L` bytes.
-
-The plain-text is encrypted with AES-256, using the key :math:`AES\_KEY_{i}`
-and the IV :math:`AES\_IV_{i}` to give the cipher-text, :math:`X_{i}`.
-
-The ratchet index :math:`i`, and the cipher-text :math:`X_{i}`, are then packed
-into a message as described in `Message format`_. Then the entire message
-(including the version bytes and all payload bytes) are passed through
-HMAC-SHA-256. The first 8 bytes of the MAC are appended to the message.
-
-Finally, the authenticated message is signed using the Ed25519 keypair; the 64
-byte signature is appended to the message.
-
-The complete signed message, together with the public part of :math:`K` (acting
-as a session identifier), can then be sent over an insecure channel. The
-message can then be authenticated and decrypted only by recipients who have
-received the session data.
-
-Advancing the ratchet
-~~~~~~~~~~~~~~~~~~~~~
-
-After each message is encrypted, the ratchet is advanced. This is done as
-described in `The Megolm ratchet algorithm`_, using the following definitions:
-
-.. math::
- \begin{align}
- H_0(A) &\equiv HMAC(A,\text{"\textbackslash x00"}) \\
- H_1(A) &\equiv HMAC(A,\text{"\textbackslash x01"}) \\
- H_2(A) &\equiv HMAC(A,\text{"\textbackslash x02"}) \\
- H_3(A) &\equiv HMAC(A,\text{"\textbackslash x03"}) \\
- \end{align}
-
-where :math:`HMAC(A, T)` is the HMAC-SHA-256_ of ``T``, using ``A`` as the
-key.
-
-For outbound sessions, the updated ratchet and counter are stored in the
-session.
-
-In order to maintain the ability to decrypt conversation history, inbound
-sessions should store a copy of their earliest known ratchet value (unless they
-explicitly want to drop the ability to decrypt that history - see `Partial
-Forward Secrecy`_\ ). They may also choose to cache calculated ratchet values,
-but the decision of which ratchet states to cache is left to the application.
-
-Data exchange formats
----------------------
-
-Session-sharing format
-~~~~~~~~~~~~~~~~~~~~~~
-
-The Megolm key-sharing format is as follows:
-
-.. code::
-
- +---+----+--------+--------+--------+--------+------+-----------+
- | V | i | R(i,0) | R(i,1) | R(i,2) | R(i,3) | Kpub | Signature |
- +---+----+--------+--------+--------+--------+------+-----------+
- 0 1 5 37 69 101 133 165 229 bytes
-
-The version byte, ``V``, is ``"\x02"``.
-
-This is followed by the ratchet index, :math:`i`, which is encoded as a
-big-endian 32-bit integer; the ratchet values :math:`R_{i,j}`; and the public
-part of the Ed25519 keypair :math:`K`.
-
-The data is then signed using the Ed25519 keypair, and the 64-byte signature is
-appended.
-
-Message format
-~~~~~~~~~~~~~~
-
-Megolm messages consist of a one byte version, followed by a variable length
-payload, a fixed length message authentication code, and a fixed length
-signature.
-
-.. code::
-
- +---+------------------------------------+-----------+------------------+
- | V | Payload Bytes | MAC Bytes | Signature Bytes |
- +---+------------------------------------+-----------+------------------+
- 0 1 N N+8 N+72 bytes
-
-The version byte, ``V``, is ``"\x03"``.
-
-The payload uses a format based on the `Protocol Buffers encoding`_. It
-consists of the following key-value pairs:
-
-============= ===== ======== ================================================
- Name Tag Type Meaning
-============= ===== ======== ================================================
-Message-Index 0x08 Integer The index of the ratchet, :math:`i`
-Cipher-Text 0x12 String The cipher-text, :math:`X_{i}`, of the message
-============= ===== ======== ================================================
-
-Within the payload, integers are encoded using a variable length encoding. Each
-integer is encoded as a sequence of bytes with the high bit set followed by a
-byte with the high bit clear. The seven low bits of each byte store the bits of
-the integer. The least significant bits are stored in the first byte.
-
-Strings are encoded as a variable-length integer followed by the string itself.
-
-Each key-value pair is encoded as a variable-length integer giving the tag,
-followed by a string or variable-length integer giving the value.
-
-The payload is followed by the MAC. The length of the MAC is determined by the
-authenticated encryption algorithm being used (8 bytes in this version of the
-protocol). The MAC protects all of the bytes preceding the MAC.
-
-The length of the signature is determined by the signing algorithm being used
-(64 bytes in this version of the protocol). The signature covers all of the
-bytes preceding the signature.
-
-Limitations
------------
-
-Message Replays
----------------
-
-A message can be decrypted successfully multiple times. This means that an
-attacker can re-send a copy of an old message, and the recipient will treat it
-as a new message.
-
-To mitigate this it is recommended that applications track the ratchet indices
-they have received and that they reject messages with a ratchet index that
-they have already decrypted.
-
-Lack of Transcript Consistency
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-In a group conversation, there is no guarantee that all recipients have
-received the same messages. For example, if Alice is in a conversation with Bob
-and Charlie, she could send different messages to Bob and Charlie, or could
-send some messages to Bob but not Charlie, or vice versa.
-
-Solving this is, in general, a hard problem, particularly in a protocol which
-does not guarantee in-order message delivery. For now it remains the subject of
-future research.
-
-Lack of Backward Secrecy
-~~~~~~~~~~~~~~~~~~~~~~~~
-
-Once the key to a Megolm session is compromised, the attacker can decrypt any
-future messages sent via that session.
-
-In order to mitigate this, the application should ensure that Megolm sessions
-are not used indefinitely. Instead it should periodically start a new session,
-with new keys shared over a secure channel.
-
-.. TODO: Can we recommend sensible lifetimes for Megolm sessions? Probably
- depends how paranoid we're feeling, but some guidelines might be useful.
-
-Partial Forward Secrecy
-~~~~~~~~~~~~~~~~~~~~~~~
-
-Each recipient maintains a record of the ratchet value which allows them to
-decrypt any messages sent in the session after the corresponding point in the
-conversation. If this value is compromised, an attacker can similarly decrypt
-those past messages.
-
-To mitigate this issue, the application should offer the user the option to
-discard historical conversations, by winding forward any stored ratchet values,
-or discarding sessions altogether.
-
-Dependency on secure channel for key exchange
-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
-
-The design of the Megolm ratchet relies on the availability of a secure
-peer-to-peer channel for the exchange of session keys. Any vulnerabilities in
-the underlying channel are likely to be amplified when applied to Megolm
-session setup.
-
-For example, if the peer-to-peer channel is vulnerable to an unknown key-share
-attack, the entire Megolm session become similarly vulnerable. For example:
-Alice starts a group chat with Eve, and shares the session keys with Eve. Eve
-uses the unknown key-share attack to forward the session keys to Bob, who
-believes Alice is starting the session with him. Eve then forwards messages
-from the Megolm session to Bob, who again believes they are coming from
-Alice. Provided the peer-to-peer channel is not vulnerable to this attack, Bob
-will realise that the key-sharing message was forwarded by Eve, and can treat
-the Megolm session as a forgery.
-
-A second example: if the peer-to-peer channel is vulnerable to a replay
-attack, this can be extended to entire Megolm sessions.
-
-License
--------
-
-The Megolm specification (this document) is licensed under the `Apache License,
-Version 2.0 <http://www.apache.org/licenses/LICENSE-2.0>`_.
-
-
-.. _`Ed25519`: http://ed25519.cr.yp.to/
-.. _`HMAC-based key derivation function`: https://tools.ietf.org/html/rfc5869
-.. _`HKDF-SHA-256`: https://tools.ietf.org/html/rfc5869
-.. _`HMAC-SHA-256`: https://tools.ietf.org/html/rfc2104
-.. _`SHA-256`: https://tools.ietf.org/html/rfc6234
-.. _`AES-256`: http://csrc.nist.gov/publications/fips/fips197/fips-197.pdf
-.. _`CBC`: http://csrc.nist.gov/publications/nistpubs/800-38a/sp800-38a.pdf
-.. _`PKCS#7`: https://tools.ietf.org/html/rfc2315
-.. _`Olm`: ./olm.html
-.. _`Protocol Buffers encoding`: https://developers.google.com/protocol-buffers/docs/encoding