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+Side Channels
+=========================
+
+Many cryptographic systems can be easily broken by side channels. This document
+notes side channel protections which are currently implemented, as well as areas
+of the code which are known to be vulnerable to side channels. The latter are
+obviously all open for future improvement.
+
+The following text assumes the reader is already familiar with cryptographic
+implementations, side channel attacks, and common countermeasures.
+
+Modular Exponentiation
+------------------------
+
+Modular exponentiation uses a fixed window algorithm with Montgomery
+representation. A side channel silent table lookup is used to access the
+precomputed powers. The caller provides the maximum possible bit length of the
+exponent, and the exponent is zero-padded as required. For example, in a DSA
+signature with 256-bit q, the caller will specify a maximum length of exponent
+of 256 bits, even if the k that was generated was 250 bits. This avoids leaking
+the length of the exponent through the number of loop iterations.
+See monty_exp.cpp and monty.cpp
+
+Karatsuba multiplication algorithm avoids any conditional branches; in
+cases where different operations must be performed it instead uses masked
+operations. See mp_karat.cpp for details.
+
+The Montgomery reduction is written to run in constant time.
+The final reduction is handled with a masked subtraction. See mp_monty.cpp.
+
+Barrett Reduction
+--------------------
+
+The Barrett reduction code is written to avoid input dependent branches. The
+Barrett algorithm only works for inputs up to a certain size, and larger values
+fall back on a different (slower) division algorithm. This secondary algorithm
+is also const time, but the branch allows detecting when a value larger than
+2^{2k} was reduced, where k is the word length of the modulus. This leaks only
+the size of the two values, and not anything else about their value.
+
+RSA
+----------------------
+
+Blinding is always used to protect private key operations (there is no way to
+turn it off). Both base blinding and exponent blinding are used.
+
+For base blinding, as an optimization, instead of choosing a new random mask and
+inverse with each decryption, both the mask and its inverse are simply squared
+to choose the next blinding factor. This is much faster than computing a fresh
+value each time, and the additional relation is thought to provide only minimal
+useful information for an attacker. Every BOTAN_BLINDING_REINIT_INTERVAL
+(default 64) operations, a new starting point is chosen.
+
+Exponent blinding uses new values for each signature, with 64 bit masks.
+
+RSA signing uses the CRT optimization, which is much faster but vulnerable to
+trivial fault attacks [RsaFault] which can result in the key being entirely
+compromised. To protect against this (or any other computational error which
+would have the same effect as a fault attack in this case), after every private
+key operation the result is checked for consistency with the public key. This
+introduces only slight additional overhead and blocks most fault attacks; it is
+possible to use a second fault attack to bypass this verification, but such a
+double fault attack requires significantly more control on the part of an
+attacker than a BellCore style attack, which is possible if any error at all
+occurs during either modular exponentiation involved in the RSA signature
+operation.
+
+See blinding.cpp and rsa.cpp.
+
+If the OpenSSL provider is enabled, then no explicit blinding is done; we assume
+OpenSSL handles this. See openssl_rsa.cpp.
+
+Decryption of PKCS #1 v1.5 Ciphertexts
+----------------------------------------
+
+This padding scheme is used with RSA, and is very vulnerable to errors. In a
+scenario where an attacker can repeatedly present RSA ciphertexts, and a
+legitimate key holder will attempt to decrypt each ciphertext and simply
+indicates to the attacker if the PKCS padding was valid or not (without
+revealing any additional information), the attacker can use this behavior as an
+oracle to perform iterative decryption of arbitrary RSA ciphertexts encrypted
+under that key. This is the famous million message attack [MillionMsg]. A side
+channel such as a difference in time taken to handle valid and invalid RSA
+ciphertexts is enough to mount the attack [MillionMsgTiming].
+
+As a first step, the PKCS v1.5 decoding operation runs without any
+conditional jumps or indexes, with the only variance in runtime being
+based on the length of the public modulus, which is public information.
+
+Preventing the attack in full requires some application level changes. In
+protocols which know the expected length of the encrypted key, PK_Decryptor
+provides the function `decrypt_or_random` which first generates a random fake
+key, then decrypts the presented ciphertext, then in constant time either copies
+out the random key or the decrypted plaintext depending on if the ciphertext was
+valid or not (valid padding and expected plaintext length). Then in the case of
+an attack, the protocol will carry on with a randomly chosen key, which will
+presumably cause total failure in a way that does not allow an attacker to
+distinguish (via any timing or other side channel, nor any error messages
+specific to the one situation vs the other) if the RSA padding was valid or
+invalid.
+
+One very important user of PKCS #1 v1.5 encryption is the TLS protocol. In TLS,
+some extra versioning information is embedded in the plaintext message, along
+with the key. It turns out that this version information must be treated in an
+identical (constant-time) way with the PKCS padding, or again the system is
+broken. [VersionOracle]. This is supported by a special version of
+PK_Decryptor::decrypt_or_random that additionally allows verifying one or more
+content bytes, in addition to the PKCS padding.
+
+See eme_pkcs.cpp and pubkey.cpp.
+
+Verification of PKCS #1 v1.5 Signatures
+----------------------------------------
+
+One way of verifying PKCS #1 v1.5 signature padding is to decode it with an
+ASN.1 BER parser. However such a design commonly leads to accepting signatures
+besides the (single) valid RSA PKCS #1 v1.5 signature for any given message,
+because often the BER parser accepts variations of the encoding which are
+actually invalid. It also needlessly exposes the BER parser to untrusted inputs.
+
+It is safer and simpler to instead re-encode the hash value we are expecting
+using the PKCS #1 v1.5 encoding rules, and const time compare our expected
+encoding with the output of the RSA operation. So that is what Botan does.
+
+See emsa_pkcs.cpp.
+
+OAEP
+----------------------
+
+RSA OAEP is (PKCS#1 v2) is the recommended version of RSA encoding standard,
+because it is not directly vulnerable to Bleichenbacher attack. However, if
+implemented incorrectly, a side channel can be presented to an attacker and
+create an oracle for decrypting RSA ciphertexts [OaepTiming].
+
+This attack is avoided in Botan by making the OAEP decoding operation run
+without any conditional jumps or indexes, with the only variance in runtime
+coming from the length of the RSA key (which is public information).
+
+See eme_oaep.cpp.
+
+ECC point decoding
+----------------------
+
+The API function OS2ECP, which is used to convert byte strings to ECC points,
+verifies that all points satisfy the ECC curve equation. Points that do not
+satisfy the equation are invalid, and can sometimes be used to break
+protocols ([InvalidCurve] [InvalidCurveTLS]). See point_gfp.cpp.
+
+ECC scalar multiply
+----------------------
+
+There are several different implementations of ECC scalar multiplications which
+depend on the API invoked. This include ``PointGFp::operator*``,
+``EC_Group::blinded_base_point_multiply`` and
+``EC_Group::blinded_var_point_multiply``.
+
+The ``PointGFp::operator*`` implementation uses the Montgomery ladder, which is
+fairly resistant to side channels. However it leaks the size of the scalar,
+because the loop iterations are bounded by the scalar size. It should not be
+used in cases when the scalar is a secret.
+
+Both ``blinded_base_point_multiply`` and ``blinded_var_point_multiply`` apply
+side channel countermeasures. The scalar is masked by a multiple of the group
+order (this is commonly called Coron's first countermeasure [CoronDpa]),
+currently the mask is an 80 bit random value.
+
+Botan stores all ECC points in Jacobian representation. This form allows faster
+computation by representing points (x,y) as (X,Y,Z) where x=X/Z^2 and
+y=Y/Z^3. As the representation is redundant, for any randomly chosen non-zero r,
+(X*r^2,Y*r^3,Z*r) is an equivalent point. Changing the point values prevents an
+attacker from mounting attacks based on the input point remaining unchanged over
+multiple executions. This is commonly called Coron's third countermeasure, see
+again [CoronDpa].
+
+The base point multiplication algorithm is a comb-like technique which
+precomputes ``P^i,(2*P)^i,(3*P)^i`` for all ``i`` in the range of valid scalars.
+This means the scalar multiplication involves only point additions and no
+doublings, which may help against attacks which rely on distinguishing between
+point doublings and point additions. The elements of the table are accessed by
+masked lookups, so as not to leak information about bits of the scalar via a
+cache side channel. However, whenever 3 sequential bits of the (masked) scalar
+are all 0, no operation is performed in that iteration of the loop. This exposes
+the scalar multiply to a cache-based side channel attack; scalar blinding is
+necessary to prevent this attack from leaking information about the scalar.
+
+The variable point multiplication algorithm uses a fixed-window algorithm. Since
+this is normally invoked using untrusted points (eg during ECDH key exchange) it
+randomizes all inputs to prevent attacks which are based on chosen input
+points. The table of precomputed multiples is accessed using a masked lookup
+which should not leak information about the secret scalar to an attacker who can
+mount a cache-based side channel attack.
+
+See point_gfp.cpp and point_mul.cpp
+
+ECDH
+----------------------
+
+ECDH verifies (through its use of OS2ECP) that all input points received from
+the other party satisfy the curve equation. This prevents twist attacks. The
+same check is performed on the output point, which helps prevent fault attacks.
+
+ECDSA
+----------------------
+
+Inversion of the ECDSA nonce k must be done in constant time, as any leak of
+even a single bit of the nonce can be sufficient to allow recovering the private
+key. In Botan all inverses modulo an odd number are performed using a constant
+time algorithm due to Niels Möller.
+
+x25519
+----------------------
+
+The x25519 code is independent of the main Weierstrass form ECC code, instead
+based on curve25519-donna-c64.c by Adam Langley. The code seems immune to cache
+based side channels. It does make use of integer multiplications; on some old
+CPUs these multiplications take variable time and might allow a side channel
+attack. This is not considered a problem on modern processors.
+
+TLS CBC ciphersuites
+----------------------
+
+The original TLS v1.0 CBC Mac-then-Encrypt mode is vulnerable to an oracle
+attack. If an attacker can distinguish padding errors through different error
+messages [TlsCbcOracle] or via a side channel attack like [Lucky13], they can
+abuse the server as a decryption oracle.
+
+The side channel protection for Lucky13 follows the approach proposed in the
+Lucky13 paper. It is not perfectly constant time, but does hide the padding
+oracle in practice. Tools to test TLS CBC decoding are included in the timing
+tests. See https://github.com/randombit/botan/pull/675 for more information.
+
+The Encrypt-then-MAC extension, which completely avoids the side channel, is
+implemented and used by default for CBC ciphersuites.
+
+CBC mode padding
+----------------------
+
+In theory, any good protocol protects CBC ciphertexts with a MAC. But in
+practice, some protocols are not good and cannot be fixed immediately. To avoid
+making a bad problem worse, the code to handle decoding CBC ciphertext padding
+bytes runs in constant time, depending only on the block size of the cipher.
+
+AES
+----------------------
+
+Some x86, ARMv8 and POWER processors support AES instructions which
+are fast and are thought to be side channel silent. These instructions
+are used when available.
+
+On CPUs which do not have hardware AES instructions but do support SIMD vectors
+with a byte shuffle (including x86's SSSE3, ARM's NEON and PowerPC AltiVec), a
+version of AES is implemented which is side channel silent. This implementation
+is based on code by Mike Hamburg [VectorAes], see aes_vperm.cpp.
+
+On all other processors, a constant time bitsliced implementation is used. This
+is typically slower than the vector permute implementation, and additionally for
+best performance multiple blocks must be processed in parellel. So modes such
+as CTR, GCM or XTS are relatively fast, but others such as CBC encryption
+suffer.
+
+GCM
+---------------------
+
+On platforms that support a carryless multiply instruction (ARMv8 and recent x86),
+GCM is fast and constant time.
+
+On all other platforms, GCM uses an algorithm based on precomputing all powers
+of H from 1 to 128. Then for every bit of the input a mask is formed which
+allows conditionally adding that power without leaking information via a cache
+side channel. There is also an SSSE3 variant of this algorithm which is somewhat
+faster on processors which have SSSE3 but no AES-NI instructions.
+
+OCB
+-----------------------
+
+It is straightforward to implement OCB mode in a efficient way that does not
+depend on any secret branches or lookups. See ocb.cpp for the implementation.
+
+Poly1305
+----------------------
+
+The Poly1305 implementation does not have any secret lookups or conditionals.
+The code is based on the public domain version by Andrew Moon.
+
+DES/3DES
+----------------------
+
+The DES implementation uses table lookups, and is likely vulnerable to side
+channel attacks. DES or 3DES should be avoided in new systems. The proper fix
+would be a scalar bitsliced implementation, this is not seen as worth the
+engineering investment given these algorithms end of life status.
+
+Twofish
+------------------------
+
+This algorithm uses table lookups with secret sboxes. No cache-based side
+channel attack on Twofish has ever been published, but it is possible nobody
+sufficiently skilled has ever tried.
+
+ChaCha20, Serpent, Threefish, ...
+-----------------------------------
+
+Some algorithms including ChaCha, Salsa, Serpent and Threefish are 'naturally'
+silent to cache and timing side channels on all recent processors.
+
+IDEA
+---------------
+
+IDEA encryption, decryption, and key schedule are implemented to take constant
+time regardless of their inputs.
+
+Hash Functions
+-------------------------
+
+Most hash functions included in Botan such as MD5, SHA-1, SHA-2, SHA-3, Skein,
+and BLAKE2 do not require any input-dependent memory lookups, and so seem to not be
+affected by common CPU side channels. However the implementations of Whirlpool
+and Streebog use table lookups and probably can be attacked by side channels.
+
+Memory comparisons
+----------------------
+
+The function same_mem in header mem_ops.h provides a constant-time comparison
+function. It is used when comparing MACs or other secret values. It is also
+exposed for application use.
+
+Memory zeroizing
+----------------------
+
+There is no way in portable C/C++ to zero out an array before freeing it, in
+such a way that it is guaranteed that the compiler will not elide the
+'additional' (seemingly unnecessary) writes to zero out the memory.
+
+The function secure_scrub_memory (in mem_ops.cpp) uses some system specific
+trick to zero out an array. If possible an OS provided routine (such as
+``RtlSecureZeroMemory`` or ``explicit_bzero``) is used.
+
+On other platforms, by default the trick of referencing memset through a
+volatile function pointer is used. This approach is not guaranteed to work on
+all platforms, and currently there is no systematic check of the resulting
+binary function that it is compiled as expected. But, it is the best approach
+currently known and has been verified to work as expected on common platforms.
+
+If BOTAN_USE_VOLATILE_MEMSET_FOR_ZERO is set to 0 in build.h (not the default) a
+byte at a time loop through a volatile pointer is used to overwrite the array.
+
+Memory allocation
+----------------------
+
+Botan's secure_vector type is a std::vector with a custom allocator. The
+allocator calls secure_scrub_memory before freeing memory.
+
+Some operating systems support an API call to lock a range of pages
+into memory, such that they will never be swapped out (``mlock`` on POSIX,
+``VirtualLock`` on Windows). On many POSIX systems ``mlock`` is only usable by
+root, but on Linux, FreeBSD and possibly other systems a small amount
+of memory can be locked by processes without extra credentials.
+
+If available, Botan uses such a region for storing key material. A page-aligned
+block of memory is allocated and locked, then the memory is scrubbed before
+freeing. This memory pool is used by secure_vector when available. It can be
+disabled at runtime setting the environment variable BOTAN_MLOCK_POOL_SIZE to 0.
+
+Automated Analysis
+---------------------
+
+Currently the main tool used by the Botan developers for testing for side
+channels at runtime is valgrind; valgrind's runtime API is used to taint memory
+values, and any jumps or indexes using data derived from these values will cause
+a valgrind warning. This technique was first used by Adam Langley in ctgrind.
+See header ct_utils.h.
+
+To check, install valgrind, configure the build with --with-valgrind, and run
+the tests.
+
+.. highlight:: shell
+
+There is also a test utility built into the command line util, `timing_test`,
+which runs an operation on several different inputs many times in order to
+detect simple timing differences. The output can be processed using the
+Mona timing report library (https://github.com/seecurity/mona-timing-report).
+To run a timing report (here for example pow_mod)::
+
+ $ ./botan timing_test pow_mod > pow_mod.raw
+
+This must be run from a checkout of the source, or otherwise ``--test-data-dir=``
+must be used to point to the expected input files.
+
+Build and run the Mona report as::
+
+ $ git clone https://github.com/seecurity/mona-timing-report.git
+ $ cd mona-timing-report
+ $ ant
+ $ java -jar ReportingTool.jar --lowerBound=0.4 --upperBound=0.5 --inputFile=pow_mod.raw --name=PowMod
+
+This will produce plots and an HTML file in subdirectory starting with
+``reports_`` followed by a representation of the current date and time.
+
+References
+---------------
+
+[Aes256Sc] Neve, Tiri "On the complexity of side-channel attacks on AES-256"
+(https://eprint.iacr.org/2007/318.pdf)
+
+[AesCacheColl] Bonneau, Mironov "Cache-Collision Timing Attacks Against AES"
+(http://www.jbonneau.com/doc/BM06-CHES-aes_cache_timing.pdf)
+
+[CoronDpa] Coron,
+"Resistance against Differential Power Analysis for Elliptic Curve Cryptosystems"
+(https://citeseer.ist.psu.edu/viewdoc/summary?doi=10.1.1.1.5695)
+
+[InvalidCurve] Biehl, Meyer, Müller: Differential fault attacks on
+elliptic curve cryptosystems
+(https://www.iacr.org/archive/crypto2000/18800131/18800131.pdf)
+
+[InvalidCurveTLS] Jager, Schwenk, Somorovsky: Practical Invalid Curve
+Attacks on TLS-ECDH
+(https://www.nds.rub.de/research/publications/ESORICS15/)
+
+[SafeCurves] Bernstein, Lange: SafeCurves: choosing safe curves for
+elliptic-curve cryptography. (https://safecurves.cr.yp.to)
+
+[Lucky13] AlFardan, Paterson "Lucky Thirteen: Breaking the TLS and DTLS Record Protocols"
+(http://www.isg.rhul.ac.uk/tls/TLStiming.pdf)
+
+[MillionMsg] Bleichenbacher "Chosen Ciphertext Attacks Against Protocols Based
+on the RSA Encryption Standard PKCS1"
+(https://citeseerx.ist.psu.edu/viewdoc/summary?doi=10.1.1.19.8543)
+
+[MillionMsgTiming] Meyer, Somorovsky, Weiss, Schwenk, Schinzel, Tews: Revisiting
+SSL/TLS Implementations: New Bleichenbacher Side Channels and Attacks
+(https://www.nds.rub.de/research/publications/mswsst2014-bleichenbacher-usenix14/)
+
+[OaepTiming] Manger, "A Chosen Ciphertext Attack on RSA Optimal Asymmetric
+Encryption Padding (OAEP) as Standardized in PKCS #1 v2.0"
+(http://archiv.infsec.ethz.ch/education/fs08/secsem/Manger01.pdf)
+
+[RsaFault] Boneh, Demillo, Lipton
+"On the importance of checking cryptographic protocols for faults"
+(https://citeseerx.ist.psu.edu/viewdoc/summary?doi=10.1.1.48.9764)
+
+[RandomMonty] Le, Tan, Tunstall "Randomizing the Montgomery Powering Ladder"
+(https://eprint.iacr.org/2015/657)
+
+[VectorAes] Hamburg, "Accelerating AES with Vector Permute Instructions"
+https://shiftleft.org/papers/vector_aes/vector_aes.pdf
+
+[VersionOracle] Klíma, Pokorný, Rosa "Attacking RSA-based Sessions in SSL/TLS"
+(https://eprint.iacr.org/2003/052)