aboutsummaryrefslogtreecommitdiff
path: root/docs/olm.md
diff options
context:
space:
mode:
authorMatthew Hodgson <matthew@matrix.org>2019-05-20 20:38:57 +0000
committerMatthew Hodgson <matthew@matrix.org>2019-05-20 20:38:57 +0000
commitcab1edb6da2631a6ca50b8f34e6b2461d122fd09 (patch)
treee59d19dc4a44803176ed468e454d91855b4b10f8 /docs/olm.md
parent214908ace54604da669b015cfda7c0496918dfc0 (diff)
parentb6cd1690f2728d9ffc08be7bf7a3589b6e5a28e2 (diff)
Merge branch 'markdown' into 'master'
Convert docs from RST to Markdown See merge request matrix-org/olm!2
Diffstat (limited to 'docs/olm.md')
-rw-r--r--docs/olm.md328
1 files changed, 328 insertions, 0 deletions
diff --git a/docs/olm.md b/docs/olm.md
new file mode 100644
index 0000000..e9bb4ae
--- /dev/null
+++ b/docs/olm.md
@@ -0,0 +1,328 @@
+# Olm: A Cryptographic Ratchet
+
+An implementation of the double cryptographic ratchet described by
+https://whispersystems.org/docs/specifications/doubleratchet/.
+
+## Notation
+
+This document uses $`\parallel`$ to represent string concatenation. When
+$`\parallel`$ appears on the right hand side of an $`=`$ it means that
+the inputs are concatenated. When $`\parallel`$ appears on the left hand
+side of an $`=`$ it means that the output is split.
+
+When this document uses $`ECDH\left(K_A,\,K_B\right)`$ it means that each
+party computes a Diffie-Hellman agreement using their private key and the
+remote party's public key.
+So party $`A`$ computes $`ECDH\left(K_B^{public},\,K_A^{private}\right)`$
+and party $`B`$ computes $`ECDH\left(K_A^{public},\,K_B^{private}\right)`$.
+
+Where this document uses $`HKDF\left(salt,\,IKM,\,info,\,L\right)`$ it
+refers to the [HMAC-based key derivation function][] with a salt value of
+$`salt`$, input key material of $`IKM`$, context string $`info`$,
+and output keying material length of $`L`$ bytes.
+
+## The Olm Algorithm
+
+### Initial setup
+
+The setup takes four [Curve25519][] inputs: Identity keys for Alice and Bob,
+$`I_A`$ and $`I_B`$, and one-time keys for Alice and Bob,
+$`E_A`$ and $`E_B`$. A shared secret, $`S`$, is generated using
+[Triple Diffie-Hellman][]. The initial 256 bit root key, $`R_0`$, and 256
+bit chain key, $`C_{0,0}`$, are derived from the shared secret using an
+HMAC-based Key Derivation Function using [SHA-256][] as the hash function
+([HKDF-SHA-256][]) with default salt and ``"OLM_ROOT"`` as the info.
+
+```math
+\begin{aligned}
+ S&=ECDH\left(I_A,\,E_B\right)\;\parallel\;ECDH\left(E_A,\,I_B\right)\;
+ \parallel\;ECDH\left(E_A,\,E_B\right)\\
+ R_0\;\parallel\;C_{0,0}&=
+ HKDF\left(0,\,S,\,\text{"OLM\_ROOT"},\,64\right)
+\end{aligned}
+```
+
+### Advancing the root key
+
+Advancing a root key takes the previous root key, $`R_{i-1}`$, and two
+Curve25519 inputs: the previous ratchet key, $`T_{i-1}`$, and the current
+ratchet key $`T_i`$. The even ratchet keys are generated by Alice.
+The odd ratchet keys are generated by Bob. A shared secret is generated
+using Diffie-Hellman on the ratchet keys. The next root key, $`R_i`$, and
+chain key, $`C_{i,0}`$, are derived from the shared secret using
+[HKDF-SHA-256][] using $`R_{i-1}`$ as the salt and ``"OLM_RATCHET"`` as the
+info.
+
+```math
+\begin{aligned}
+ R_i\;\parallel\;C_{i,0}&=HKDF\left(
+ R_{i-1},\,
+ ECDH\left(T_{i-1},\,T_i\right),\,
+ \text{"OLM\_RATCHET"},\,
+ 64
+ \right)
+\end{aligned}
+```
+
+### Advancing the chain key
+
+Advancing a chain key takes the previous chain key, $`C_{i,j-1}`$. The next
+chain key, $`C_{i,j}`$, is the [HMAC-SHA-256][] of ``"\x02"`` using the
+previous chain key as the key.
+
+```math
+\begin{aligned}
+ C_{i,j}&=HMAC\left(C_{i,j-1},\,\text{"\x02"}\right)
+\end{aligned}
+```
+
+### Creating a message key
+
+Creating a message key takes the current chain key, $`C_{i,j}`$. The
+message key, $`M_{i,j}`$, is the [HMAC-SHA-256][] of ``"\x01"`` using the
+current chain key as the key. The message keys where $`i`$ is even are used
+by Alice to encrypt messages. The message keys where $`i`$ is odd are used
+by Bob to encrypt messages.
+
+```math
+\begin{aligned}
+ M_{i,j}&=HMAC\left(C_{i,j},\,\text{"\x01"}\right)
+\end{aligned}
+```
+
+## The Olm Protocol
+
+### Creating an outbound session
+
+Bob publishes the public parts of his identity key, $`I_B`$, and some
+single-use one-time keys $`E_B`$.
+
+Alice downloads Bob's identity key, $`I_B`$, and a one-time key,
+$`E_B`$. She generates a new single-use key, $`E_A`$, and computes a
+root key, $`R_0`$, and a chain key $`C_{0,0}`$. She also generates a
+new ratchet key $`T_0`$.
+
+### Sending the first pre-key messages
+
+Alice computes a message key, $`M_{0,j}`$, and a new chain key,
+$`C_{0,j+1}`$, using the current chain key. She replaces the current chain
+key with the new one.
+
+Alice encrypts her plain-text with the message key, $`M_{0,j}`$, using an
+authenticated encryption scheme (see below) to get a cipher-text,
+$`X_{0,j}`$.
+
+She then sends the following to Bob:
+ * The public part of her identity key, $`I_A`$
+ * The public part of her single-use key, $`E_A`$
+ * The public part of Bob's single-use key, $`E_B`$
+ * The current chain index, $`j`$
+ * The public part of her ratchet key, $`T_0`$
+ * The cipher-text, $`X_{0,j}`$
+
+Alice will continue to send pre-key messages until she receives a message from
+Bob.
+
+### Creating an inbound session from a pre-key message
+
+Bob receives a pre-key message as above.
+
+Bob looks up the private part of his single-use key, $`E_B`$. He can now
+compute the root key, $`R_0`$, and the chain key, $`C_{0,0}`$, from
+$`I_A`$, $`E_A`$, $`I_B`$, and $`E_B`$.
+
+Bob then advances the chain key $`j`$ times, to compute the chain key used
+by the message, $`C_{0,j}`$. He now creates the
+message key, $`M_{0,j}`$, and attempts to decrypt the cipher-text,
+$`X_{0,j}`$. If the cipher-text's authentication is correct then Bob can
+discard the private part of his single-use one-time key, $`E_B`$.
+
+Bob stores Alice's initial ratchet key, $`T_0`$, until he wants to
+send a message.
+
+### Sending normal messages
+
+Once a message has been received from the other side, a session is considered
+established, and a more compact form is used.
+
+To send a message, the user checks if they have a sender chain key,
+$`C_{i,j}`$. Alice uses chain keys where $`i`$ is even. Bob uses chain
+keys where $`i`$ is odd. If the chain key doesn't exist then a new ratchet
+key $`T_i`$ is generated and a new root key $`R_i`$ and chain key
+$`C_{i,0}`$ are computed using $`R_{i-1}`$, $`T_{i-1}`$ and
+$`T_i`$.
+
+A message key,
+$`M_{i,j}`$ is computed from the current chain key, $`C_{i,j}`$, and
+the chain key is replaced with the next chain key, $`C_{i,j+1}`$. The
+plain-text is encrypted with $`M_{i,j}`$, using an authenticated encryption
+scheme (see below) to get a cipher-text, $`X_{i,j}`$.
+
+The user then sends the following to the recipient:
+ * The current chain index, $`j`$
+ * The public part of the current ratchet key, $`T_i`$
+ * The cipher-text, $`X_{i,j}`$
+
+### Receiving messages
+
+The user receives a message as above with the sender's current chain index, $`j`$,
+the sender's ratchet key, $`T_i`$, and the cipher-text, $`X_{i,j}`$.
+
+The user checks if they have a receiver chain with the correct
+$`i`$ by comparing the ratchet key, $`T_i`$. If the chain doesn't exist
+then they compute a new root key, $`R_i`$, and a new receiver chain, with
+chain key $`C_{i,0}`$, using $`R_{i-1}`$, $`T_{i-1}`$ and
+$`T_i`$.
+
+If the $`j`$ of the message is less than
+the current chain index on the receiver then the message may only be decrypted
+if the receiver has stored a copy of the message key $`M_{i,j}`$. Otherwise
+the receiver computes the chain key, $`C_{i,j}`$. The receiver computes the
+message key, $`M_{i,j}`$, from the chain key and attempts to decrypt the
+cipher-text, $`X_{i,j}`$.
+
+If the decryption succeeds the receiver updates the chain key for $`T_i`$
+with $`C_{i,j+1}`$ and stores the message keys that were skipped in the
+process so that they can decode out of order messages. If the receiver created
+a new receiver chain then they discard their current sender chain so that
+they will create a new chain when they next send a message.
+
+## The Olm Message Format
+
+Olm uses two types of messages. The underlying transport protocol must provide
+a means for recipients to distinguish between them.
+
+### Normal Messages
+
+Olm messages start with a one byte version followed by a variable length
+payload followed by a fixed length message authentication code.
+
+```
+ +--------------+------------------------------------+-----------+
+ | Version Byte | Payload Bytes | MAC Bytes |
+ +--------------+------------------------------------+-----------+
+```
+
+The version byte is ``"\x03"``.
+
+The payload consists of key-value pairs where the keys are integers and the
+values are integers and strings. The keys are encoded as a variable length
+integer tag where the 3 lowest bits indicates the type of the value:
+0 for integers, 2 for strings. If the value is an integer then the tag is
+followed by the value encoded as a variable length integer. If the value is
+a string then the tag is followed by the length of the string encoded as
+a variable length integer followed by the string itself.
+
+Olm uses a variable length encoding for integers. 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.
+
+**Name**|**Tag**|**Type**|**Meaning**
+:-----:|:-----:|:-----:|:-----:
+Ratchet-Key|0x0A|String|The public part of the ratchet key, Ti, of the message
+Chain-Index|0x10|Integer|The chain index, j, of the message
+Cipher-Text|0x22|String|The cipher-text, Xi, j, of the message
+
+The length of the MAC is determined by the authenticated encryption algorithm
+being used. (Olm version 1 uses [HMAC-SHA-256][], truncated to 8 bytes). The
+MAC protects all of the bytes preceding the MAC.
+
+### Pre-Key Messages
+
+Olm pre-key messages start with a one byte version followed by a variable
+length payload.
+
+```
+ +--------------+------------------------------------+
+ | Version Byte | Payload Bytes |
+ +--------------+------------------------------------+
+```
+
+The version byte is ``"\x03"``.
+
+The payload uses the same key-value format as for normal messages.
+
+**Name**|**Tag**|**Type**|**Meaning**
+:-----:|:-----:|:-----:|:-----:
+One-Time-Key|0x0A|String|The public part of Bob's single-use key, Eb.
+Base-Key|0x12|String|The public part of Alice's single-use key, Ea.
+Identity-Key|0x1A|String|The public part of Alice's identity key, Ia.
+Message|0x22|String|An embedded Olm message with its own version and MAC.
+
+## Olm Authenticated Encryption
+
+### Version 1
+
+Version 1 of Olm uses [AES-256][] in [CBC][] mode with [PKCS#7][] padding for
+encryption and [HMAC-SHA-256][] (truncated to 64 bits) for authentication. The
+256 bit AES key, 256 bit HMAC key, and 128 bit AES IV are derived from the
+message key using [HKDF-SHA-256][] using the default salt and an info of
+``"OLM_KEYS"``.
+
+```math
+\begin{aligned}
+ AES\_KEY_{i,j}\;\parallel\;HMAC\_KEY_{i,j}\;\parallel\;AES\_IV_{i,j}
+ &= HKDF\left(0,\,M_{i,j},\text{"OLM\_KEYS"},\,80\right) \\
+\end{aligned}
+```
+
+The plain-text is encrypted with AES-256, using the key $`AES\_KEY_{i,j}`$
+and the IV $`AES\_IV_{i,j}`$ to give the cipher-text, $`X_{i,j}`$.
+
+Then the entire message (including the Version Byte and all Payload Bytes) are
+passed through [HMAC-SHA-256][]. The first 8 bytes of the MAC are appended to the message.
+
+## Message authentication concerns
+
+To avoid unknown key-share attacks, the application must include identifying
+data for the sending and receiving user in the plain-text of (at least) the
+pre-key messages. Such data could be a user ID, a telephone number;
+alternatively it could be the public part of a keypair which the relevant user
+has proven ownership of.
+
+### Example attacks
+
+1. Alice publishes her public [Curve25519][] identity key, $`I_A`$. Eve
+ publishes the same identity key, claiming it as her own. Bob downloads
+ Eve's keys, and associates $`I_A`$ with Eve. Alice sends a message to
+ Bob; Eve intercepts it before forwarding it to Bob. Bob believes the
+ message came from Eve rather than Alice.
+
+ This is prevented if Alice includes her user ID in the plain-text of the
+ pre-key message, so that Bob can see that the message was sent by Alice
+ originally.
+
+2. Bob publishes his public [Curve25519][] identity key, $`I_B`$. Eve
+ publishes the same identity key, claiming it as her own. Alice downloads
+ Eve's keys, and associates $`I_B`$ with Eve. Alice sends a message to
+ Eve; Eve cannot decrypt it, but forwards it to Bob. Bob believes the
+ Alice sent the message to him, wheras Alice intended it to go to Eve.
+
+ This is prevented by Alice including the user ID of the intended recpient
+ (Eve) in the plain-text of the pre-key message. Bob can now tell that the
+ message was meant for Eve rather than him.
+
+## IPR
+
+The Olm specification (this document) is hereby placed in the public domain.
+
+## Feedback
+
+Can be sent to olm at matrix.org.
+
+## Acknowledgements
+
+The ratchet that Olm implements was designed by Trevor Perrin and Moxie
+Marlinspike - details at https://whispersystems.org/docs/specifications/doubleratchet/. Olm is
+an entirely new implementation written by the Matrix.org team.
+
+[Curve25519]: http://cr.yp.to/ecdh.html
+[Triple Diffie-Hellman]: https://whispersystems.org/blog/simplifying-otr-deniability/
+[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