Annotation of wikisrc/pkgsrc/hardening.mdwn, revision 1.33

1.1       khorben     1: [[!meta title="Hardening pkgsrc"]]
                      2: 
1.22      gdt         3: A number of mechanisms are available in
                      4: [pkgsrc](https://www.pkgsrc.org/) to improve the security of the
                      5: resulting system. This page describes the mechanisms, and gives hints
                      6: about detecting and fixing problems.
                      7: 
                      8: # Mechanisms
                      9: 
                     10: Mechanisms can be enabled individually in `mk.conf`, and are
1.27      khorben    11: individually described below. They are sorted by whether they are
1.26      khorben    12: enabled by default, and then by their ordering in `mk/defaults/mk.conf`.
1.22      gdt        13: 
1.24      gdt        14: Typically, a feature will cause some programs to fail to build or work
1.25      khorben    15: when first enabled. This can be due to latent problems in the
                     16: program, and can be due to other reasons. After enough testing to
1.24      gdt        17: have confidence that user problems will be quite rare, individual
                     18: mechanisms will be enabled by default.
                     19: 
                     20: For each mechanism, see the Caveats section below for an explanation
                     21: of what might go wrong at compile time and at run time, and how to
                     22: notice and address these problems.
1.23      gdt        23: 
1.22      gdt        24: ## Enabled by default in the stable branch
1.1       khorben    25: 
1.23      gdt        26: ### PKGSRC_USE_FORTIFY
                     27: 
                     28: This allows substitute wrappers to be used for some commonly used
                     29: library functions that do not have built-in bounds checking - but
                     30: could in some cases.
                     31: 
1.25      khorben    32: TODO: Explain FORTIFY_SOURCE 1 vs 2, and which is used. Give a link
                     33: to a good explanation of the technique. Explain if this is gcc specific.
1.23      gdt        34: 
                     35: It has been enabled by default since pkgsrc-2017Q3.
                     36: 
                     37: ### PKGSRC_USE_SSP
1.22      gdt        38: 
1.29      khorben    39: This enables a stack-smashing protection mitigation. It is done by adding a
                     40: guard variable to functions with vulnerable objects. The guards are initialized
                     41: when a function is entered and then checked when the function exits. The guard
                     42: check will fail and the program forcibly exited if the variable was modified in
                     43: the meantime. This can happen in case of buffer overflows or memory corruption,
                     44: and therefore exposing these bugs.
                     45: 
1.30      khorben    46: Different mitigation levels are available:
                     47: * the default ("yes"), which will only protect functions considered vulnerable
                     48:   by the compiler;
                     49: * "all", which will protect every function;
                     50: * "strong", which will apply a better balance between the two settings above.
                     51: 
1.29      khorben    52: This mitigation is supported by both GCC and clang. It may be supported in
                     53: additional compilers, possibly under a different name. It is particularly useful
                     54: for unsafe programming languages, such as C/C++.
1.23      gdt        55: 
1.29      khorben    56: It is enabled by default where known supported since pkgsrc-2017Q3.
1.23      gdt        57: 
1.33    ! khorben    58: More details can be found here:
1.29      khorben    59: * <https://en.wikipedia.org/wiki/Buffer_overflow_protection>
1.22      gdt        60: 
                     61: ## Enabled by default in pkgsrc HEAD
                     62: 
                     63: ## Not enabled by default
                     64: 
1.23      gdt        65: ### PKGSRC_MKPIE
                     66: 
                     67: This requests the the creation of PIE (Position Independent
1.25      khorben    68: Executables) for all executables. The PIE mechanism is normally used
1.23      gdt        69: for shared libraries so that they can be loaded at differing addresses
1.25      khorben    70: at runtime. PIE itself does not have useful security properties.
1.23      gdt        71: However, some operating systems support Address Space Layout
                     72: Randomization (ASLR), which causes different addresses to be used each
1.25      khorben    73: time a program is run. This makes it more difficult for an attacker
1.23      gdt        74: to guess addresses and thus makes exploits harder to construct.
                     75: 
1.31      khorben    76: PIE executables will only be built for toolchains that are known to support PIE.
                     77: Currently, this means NetBSD on amd64 and i386.
1.23      gdt        78: 
                     79: ### PKGSRC_USE_RELRO
                     80: 
                     81: This also makes the exploitation of some security vulnerabilities more
                     82: difficult in some cases.
1.22      gdt        83: 
1.33    ! khorben    84: Two different mitigation levels are available:
        !            85: * partial: the ELF sections are reordered so that internal data sections
        !            86:   precede the program's own data sections, and non-PLT GOT is read-only;
        !            87: * full: in addition to partial RELRO, every relocation is performed immediately
        !            88:   when starting the program (with a slight performance impact), allowing the
        !            89:   entire GOT to be read-only.
1.24      gdt        90: 
1.33    ! khorben    91: This is currently supported by GCC. Many software distributions now enable this
        !            92: feature by default, at the "partial" level.
1.24      gdt        93: 
1.33    ! khorben    94: More details can be found here:
        !            95: * <http://tk-blog.blogspot.co.at/2009/02/relro-not-so-well-known-memory.html>
1.24      gdt        96: 
1.23      gdt        97: ### PKGSRC_USE_STACK_CHECK
1.22      gdt        98: 
1.32      khorben    99: This uses `-fstack-check` with GCC for another stack protection mitigation.
                    100: 
                    101: It asks the compiler to generate code verifying that it does not corrupt the
                    102: stack. According to GCC's manual page, this is really only useful for
                    103: multi-threaded programs.
1.1       khorben   104: 
1.2       khorben   105: # Caveats
                    106: 
                    107: ## Problems with `PKGSRC_MKPIE`
                    108: 
1.19      khorben   109: ### Recent support for cwrappers
1.2       khorben   110: 
1.19      khorben   111: `PKGSRC_MKPIE` is only supported by `pkgtools/cwrappers` from the 2017Q3
                    112: release on (`USE_CWRAPPERS` in `mk.conf`).
1.2       khorben   113: 
                    114: ### Packages failing to build
                    115: 
                    116: A number of packages may fail to build with this option enabled. The failures
1.18      khorben   117: are often related to the absence of the `-fPIC` compilation flag when building
                    118: libraries or executables (or ideally `-fPIE` in the latter case). This flag is
1.2       khorben   119: added to the `CFLAGS` already, but requires the package to actually support it.
                    120: 
                    121: #### How to fix
                    122: 
                    123: These instructions are meant as a reference only; they likely need to be adapted
                    124: for many packages individually.
                    125: 
                    126: For packages using `Makefiles`:
                    127: 
                    128:     MAKE_FLAGS+=       CFLAGS=${CFLAGS:Q}
                    129:     MAKE_FLAGS+=       LDFLAGS=${LDFLAGS:Q}
                    130: 
                    131: For packages using `Imakefiles`:
                    132: 
                    133:     MAKE_FLAGS+=       CCOPTIONS=${CFLAGS:Q}
                    134:     MAKE_FLAGS+=       LOCAL_LDFLAGS=${LDFLAGS:Q}
                    135: 
                    136: ### Run-time crashes
                    137: 
                    138: Some programs may fail to run, or crash at random times once built as PIE. Two
                    139: scenarios are essentially possible:
                    140: 
                    141: * actual bug in the program crashing, exposed thanks to ASLR/mprotect;
                    142: * bug in the implementation of ASLR/mprotect in the Operating System.
                    143: 
1.4       khorben   144: ## Problems with `PKGSRC_USE_FORTIFY`
                    145: 
                    146: ### Packages failing to build
                    147: 
                    148: This feature makes use of pre-processing directives to look for hardened,
                    149: alternative implementations of essential library calls. Some programs may fail
                    150: to build as a result; this usually happens for those trying too hard to be
                    151: portable, or otherwise abusing definitions in the standard library.
                    152: 
                    153: This will require a modification to the program, or disabling this feature for
                    154: part or all of the build.
                    155: 
                    156: ### Run-time crashes
                    157: 
                    158: Just like with `PKGSRC_MKPIE` above, this feature may cause some programs to
                    159: crash, usually indicating an actual bug in the program. The fix will typically
                    160: involve patching the original program.
                    161: 
1.28      khorben   162: ### Optimization is required
                    163: 
                    164: At least in the case of GCC, FORTIFY will only be applied if optimization is
                    165: applied while compiling. This means that the CFLAGS should also contain -O, -O2
                    166: or another optimization level. This cannot easily be applied globally, as some
                    167: packages may require specific optimization levels.
                    168: 
1.7       khorben   169: ## Problems with `PKGSRC_USE_RELRO`
                    170: 
                    171: ### Performance impact
                    172: 
                    173: For better protection, full RELRO requires every symbol to be resolved when the
1.11      khorben   174: program starts, rather than simply when required at run-time. This will have
                    175: more impact on programs using a lot of symbols, or linked to libraries exposing
                    176: a lot of symbols. Therefore, daemons or programs otherwise running in
                    177: background are affected only when started. Programs loading plug-ins at
                    178: run-time are affected when loading the plug-ins.
1.7       khorben   179: 
                    180: The impact is not expected to be noticeable on modern hardware, except in some
                    181: cases for big programs.
                    182: 
1.12      khorben   183: ### Run-time crashes
                    184: 
                    185: Some programs handle plug-ins and dependencies in a way that conflicts with
                    186: RELRO: for instance, with an initialization routine listing any other plug-in
                    187: required. With full RELRO, the missing symbols are resolved before the
                    188: initialization routine can run, and the dynamic loader will not be able to find
                    189: them directly and abort as a result. Unfortunately, this is how Xorg loads its
                    190: drivers. Partial RELRO can be applied instead in this case.
                    191: 
1.3       khorben   192: ## Problems with `PKGSRC_USE_SSP`
                    193: 
                    194: ### Packages failing to build
                    195: 
                    196: The stack-smashing protection provided by this option does not work for some
                    197: programs. The two most common situations in which this happens are:
                    198: 
                    199: * the program makes use of the `alloca(3)` library call (memory allocator on the
                    200:   stack)
                    201: * the program allocates variables on the stack, with the size determined at
                    202:   run-time.
                    203: 
                    204: Both cases will require a modification to the program, or disabling this feature
                    205: for part or all of the build.
                    206: 
                    207: ### Run-time crashes
                    208: 
1.4       khorben   209: Again, this feature may cause some programs to crash, usually indicating an
                    210: actual bug in the program. Patching the original program is then required.
1.3       khorben   211: 
1.8       khorben   212: ### Performance impact
                    213: 
                    214: The compiler emits extra code when using this feature: a check for buffer
                    215: overflows is performed when entering and exiting functions, requiring an extra
                    216: variable on the stack. The level of protection can otherwise be adjusted to
                    217: affect only those functions considered more sensitive by the compiler (with
                    218: `-fstack-protector` instead of `-fstack-protector-all`).
                    219: 
                    220: The impact is not expected to be noticeable on modern hardware. However,
                    221: programs with a hard requirement to run at the fastest possible speed should
                    222: avoid using this feature, or using libraries built with this feature.
                    223: 
1.5       khorben   224: # Auditing the system
                    225: 
                    226: The illusion of security is worse than having no security at all. This section
                    227: lists a number of ways to ensure the security features requested are actually
                    228: effective.
                    229: 
                    230: _These instructions were obtained and tested on a system derived from NetBSD 7
                    231: (amd64). YMMV._
                    232: 
                    233: ## Checking for PIE
                    234: 
                    235: The ELF executable type in use changes for binaries built as PIE; without:
                    236: 
                    237:     $ file /path/to/bin/ary
                    238:     /path/to/bin/ary: ELF 64-bit LSB executable, x86-64, version 1 (SYSV), dynamically linked (uses shared libs), for NetBSD 7.0, not stripped
                    239: 
                    240: as opposed to the following binary, built as PIE:
                    241: 
                    242:     $ file /path/to/pie/bin/ary
                    243:     /path/to/pie/bin/ary: ELF 64-bit LSB shared object, x86-64, version 1 (SYSV), dynamically linked (uses shared libs), for NetBSD 7.0, not stripped
                    244: 
                    245: The latter result is then what is expected.
                    246: 
1.13      khorben   247: ## Checking for partial RELRO
1.5       khorben   248: 
                    249: The following command should list a section called `RELRO`:
                    250: 
                    251:     $ objdump -p /path/to/bin/ary
                    252: 
                    253:     /path/to/bin/ary:     file format elf64-x86-64
                    254: 
                    255:     Program Header:
                    256:     [...]
                    257:        RELRO off    0x0000000000000d78 vaddr 0x0000000000600d78 paddr 0x0000000000600d78 align 2**0
1.6       khorben   258: 
1.17      khorben   259: This check is now performed automatically if `PKG_DEVELOPER` is set and `RELRO`
                    260: is enabled.
                    261: 
1.13      khorben   262: ## Checking for full RELRO
                    263: 
                    264: The dynamic loader will apply RELRO immediately when detecting the presence of
                    265: the `BIND_NOW` flag:
                    266: 
                    267:     $ objdump -x /path/to/bin/ary
                    268: 
                    269:     /path/to/bin/ary:     file format elf64-x86-64
                    270: 
                    271:     Dynamic Section:
                    272:     [...]
                    273:       BIND_NOW             0x0000000000000000
                    274: 
                    275: This has to be combined with partial RELRO (see above) to be fully efficient.
                    276: 
1.6       khorben   277: ## Checking for SSP
                    278: 
                    279: Building objects, binaries and libraries with SSP will affect the presence of
                    280: additional symbols in the resulting file:
                    281: 
                    282:     $ nm /path/to/bin/ary
                    283:     [...]
                    284:                      U __stack_chk_fail
                    285:     0000000000600ea0 B __stack_chk_guard
                    286: 
                    287: This is an indicator that the program was indeed built with support for SSP.

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