"I believe The Craft of System Security is one of the best software security books on the market today. It has not only breadth, but depth, covering topics ranging from cryptography, networking, and operating systems--to the Web, computer-human interaction, and how to improve the security of software systems by improving hardware. Bottom line, this book should be required reading for all who plan to call themselves security practitioners, and an invaluable part of every university's computer science curriculum."
--Edward Bonver, CISSP, Senior Software QA Engineer, Product Security, Symantec Corporation
"Here's to a fun, exciting read: a unique book chock-full of practical examples of the uses and the misuses of computer security. I expect that it will motivate a good number of college students to want to learn more about the field, at the same time that it will satisfy the more experienced professional."
--L. Felipe Perrone, Department of Computer Science, Bucknell University
Whether you're a security practitioner, developer, manager, or administrator, this book will give you the deep understanding necessary to meet today's security challenges--and anticipate tomorrow's. Unlike most books, The Craft of System Security doesn't just review the modern security practitioner's toolkit: It explains why each tool exists, and discusses how to use it to solve real problems.
After quickly reviewing the history of computer security, the authors move on to discuss the modern landscape, showing how security challenges and responses have evolved, and offering a coherent framework for understanding today's systems and vulnerabilities. Next, they systematically introduce the basic building blocks for securing contemporary systems, apply those building blocks to today's applications, and consider important emerging trends such as hardware-based security.
After reading this book, you will be able to
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Professor Sean Smith has been working in information security--attacks and defenses, for industry and government--since before there was a Web. As a post-doc and staff member at Los Alamos National Laboratory, he performed security reviews, designs, analyses, and briefings for a wide variety of public-sector clients; at IBM T.J. Watson Research Center, he designed the security architecture for (and helped code and test) the IBM 4758 secure coprocessor, and then led the formal modeling and verification work that earned it the world's first FIPS 140-1 Level 4 security validation. In July 2000, Sean left IBM for Dartmouth, since he was convinced that the academic education and research environment is a better venue for changing the world. His current work, as PI of the Dartmouth PKI/Trust Lab, investigates how to build trustworthy systems in the real world. Sean was educated at Princeton (A.B., Math) and CMU (M.S., Ph.D., Computer Science), and is a member of Phi Beta Kappa and Sigma Xi.
Dr. John Marchesini received a B.S. in Computer Science from the University of Houston in 1999 and, after spending some time developing security software for BindView, headed to Dartmouth to pursue a Ph.D. There, he worked under Professor Sean Smith in the PKI/Trust lab designing, building, and breaking systems. John received his Ph.D. in Computer Science from Dartmouth in 2005 and returned to BindView, this time working in BindView's RAZOR security research group. He conducted numerous application penetration tests and worked closely with architects and developers to design and build secure systems. In 2006, BindView was acquired by Symantec and he became a member of Symantec's Product Security Group, where his role remained largely unchanged. John recently left Symantec and is now the Principal Security Architect at EminentWare LLC.Excerpt. © Reprinted by permission. All rights reserved.:
Computer security, once the arcane concern of specialists, is becoming everyone's problem in society. Because so many aspects of society now depend on computing, coaxing or tricking a computer into misbehaving can have serious consequences. Attempts to grasp the nuances of this problem are bedeviled by its sheer complexity--in the individual components and computer hardware, in the operating systems that make this hardware useful, in the application programs, in the network protocols--and in the human processes that use and maintain these systems.
Since security is everyone's problem, a natural question is how to give each cybercitizen the knowledge and perspective needed to reason about these issues. In navigating their careers as software engineers, managers, lawyers, or anything else, students and practitioners need to be exposed to not only the breadth of the space of this security challenge but also what trends and principles to look out for.
Too many existing texts seem to focus on hacks-du-jour or system administration or cryptographic specialists or the OrangeBook/NSA criteria. The computer science student or computer security practitioner can easily find books detailing particular tools that can be used to assess the security of a system but not books that take the reader into the deeper world of why these tools exist or explain how and when to apply the appropriate tool to a particular problem. Furthermore, many of the popular texts fail to aid one who is trying to build a system; many of the tool catalogs out there are geared toward the auditor, not the artisan.
We wrote this book to be that missing doorway. This book presents the modern security practitioner's toolkit; more important, this book also explains why these tools exist and how to use them in order to solve real problems. We want to give students enough practical knowledge to be useful and to give practitioners enough of the fundamentals to foster a deep understanding of the issues. Such mastery of the toolkit is necessary to understand the craft of system security.
How does one get such a security education? One could read through a bookshelf of material or access a large set of CD-ROMs to get the necessary depth, but most people do not have that time. Furthermore, much of that material may pertain to fine details of current systems and is thus doomed to a short shelf life. The material will likely be stale by the time the reader finishes reading it all.
This book itself grew out of a college course the first author developed (and then the second author helped with) to solve just this problem: to provide the right security education to students who may only ever take one security course and then move on toward a wide range of professional careers. We wanted to arm these students with a deep understanding of what they need to know in order to meet today's and tomorrow's security challenges. In the course, and throughout this book, we draw on our experience as security practitioners and try to relay some of the lessons we have learned.
One of us had the good fortune to be working in a government security laboratory at the dawn of the Web--when the very first forward-thinking government agencies started considering using this new medium for service delivery to wide populations. 1 This experience provided some important lessons to frame what has followed. Computing technology will keep changing explosively, in ways that affect everyone, not only computer scientists--compare the state of home or office computing and of the Web in 1994 to today. However, security must be viewed in the context of the social impact of the systems. If one is going to build, deploy, work with, manage, or perhaps simply use the systems that keep flooding society, one needs to understand these issues.
The other author has spent time working in the security software industry, shipping security products to such institutions as banks, airlines, and government agencies. This experience has made it clear why vendors deal with security by shipping patches on a regular schedule. Software vendors are under continual pressure to release products that are loaded with new features and must get these releases out as quickly as possible. At every stage of the development cycle, security is at odds with this goal. The requirement phase tends to favor features--and thus complexity--over robustness; the design phase typically favors elegance and reuse over durability; the implementation phase usually favors speed over safety; the quality assurance phase traditionally focuses on feature testing rather than crash testing. The result is that many companies ship software that is neither robust, durable, nor safe and that has not been tested to see how well it holds up against malicious users. An essentially infinite list of BugTraq identifiers is just waiting to get assigned to such products. If one hopes to build systems that break this mold, one needs to understand these types of issues as well.
The dynamic nature of the security game makes it different from other types of engineering, such as building a bridge or building a safe. When building a bridge, one calculates the strength required, buys the appropriate materials, and constructs the bridge according to the specification. In security, the building blocks age quickly--sometimes faster than predicted and sometimes dramatically faster. Staying on top of this situation requires continued vigilance, as well as a solid grasp of the fundamentals. That's why we wrote this book.
Structure of the Book
We begin by presenting the historical background of computer security (Part I). We then describe the modern computing landscape (Part II), present the basic building blocks for securing systems (Part III), apply these blocks to modern computing applications (Part IV), and consider emerging tools and trends that will change the future landscape of system security (Part V).
Part I looks at history. Today, computers permeate nearly every aspect of life. Decades ago, however, the migration of computation from laboratory toys to real world applications was just beginning. Military and defense provided many of these early applications, as well as significant funding. These domains traditionally featured real adversaries interested in such matters as espionage, sabotage, and war fighting. The move into computerized settings brought along these concerns. These early days of computing gave rise to much thinking about new problems of computer security. Some in our field regard this thinking as gospel, never to be challenged or extended; others dismiss it out of hand. We believe that the truth lies somewhere in between.
Introduction. We use these roots as the foundation for our journey. Our discussion of computer system security starts out in Chapter 1 with discussions of the terms security and system. We consider the standard notion of "system" as a computer providing simple information applications and "security" as the standard confidentiality, integrity, and availability (CIA) rubric. We also introduce the basics of access control/protection--subjects, domains, and objects--and the matrix that describes who can do what to whom when. We finish by talking about the theoretical implications and practical instantiations of this matrix.
The Old Testament. A subset of the security community believes that all computer security problems were solved a few decades ago, in the body of Department of Defense (DoD)-sponsored work popularly identified with the Orange Book. When Roger Schell espoused this view at a December 2001 talk, a curmudgeon in the audience characterized him as the Old Testament prophet Jeremiah, castigating the community for turning away from the true path. It is important to understand Schell's point of view, whether or not one accepts it. In Chapter 2, we present this point of view.
Old Principles, New World. In Chapter 3, we discuss how the "ancient history" from Chapters 1 and 2 applies--and fails to apply--to modern computing scenarios. We look at how the confidentiality-integrity-availability rubric can, when applied carelessly, miss important aspects of system security, and we present an alternative characterization in terms of correctness against adversaries. We also look at the difficulty of establishing the system boundary. We critique the Orange Book--what works now and what doesn't. We close by reviewing some other system design principles and discuss how they still apply to this new world.
After studying the history, we examine where that history has taken us. In Part II, we look at the security of the elements used to build applications.
OS Security. In the cyber infrastructure, the operating system (OS) lies between a user's computing experience and the rest of the world. The OS provides the first line of defense between the user and external adversaries and, since it shapes and confines the user's computing experience, also provides the first line of defense against internal adversaries. Chapter 4 presents the basic structures and tools the OS brings to the security battle. We present the basic principles and discuss how they are manifested in common Windows systems and the UNIX family (e.g., OS X, Linux, BSD, Solaris).
Network Security. Funny things happen when one lets computers talk to each other. In Chapter 5, we present some of the basic pieces of networking and highlight some of the principal areas of concern for security practitioners. We also focus on the emerging networking technology of wireless. Rare four years ago, wireless technology is now standard on new laptops. For hotels, industrial campuses, and universities, not offering wireless almost seems as backward as not offering electricity. However, the new technology also comes with risks. As we have personally seen, information practices that were safe with a tethered network become rather dangerous when migrated to wireless; one can enliven boring conferences by discovering and browsing the Bluetooth-equipped devices in range that have accidentally been left open to the world.
Implementation Security. Abstractions are all well and good, but computing eventually consists of real code executing on real machines. A longtime source of computer security problems consists of basic flaws in these implementations. In Chapter 6, we survey these flaws--both common blunders, such as buffer overflow, lack of argument validation, escape sequences, and time-of-check/time-of-use, and more subtle problems, such as development process, tool-chain issues, and hardware issues. For each, we present real examples and general principles and discuss defensive coding practices and other counter measures. We also discuss how programming language techniques and software development processes can impact security--and what we can do about it.
Building Blocks for Secure Systems
In Part III, we survey the basic building blocks critical to designing, building, and deploying secure systems today.
Using Cryptography. Cryptographic primitives are a fundamental building block for secure systems today. Computer professionals need to have a good working understanding of what these primitives are and how to use them in larger applications. Chapter 7 introduces the standard primitives (public key, symmetric block ciphers, and so on) and the standard ways of using them (hashing functions, padding algorithms, hybrid cryptography, and MACs, and so on). In our teaching experience, we have encountered too many students who have "learned RSA" but have not known about all the steps involved in constructing digital signatures.
Subverting Cryptography. Humans like to deal with simple abstractions. However, dangers have often lurked in the messy details of realizing cryptographic primitives in real systems. These dangers can break a system that seemed safe when examined as clean abstractions. As with cryptographic primitives, computer professionals need to have a good working understanding of the types of issues that can arise in practice. Chapter 8 considers problem areas and real-world case studies in order to help cultivate a healthy wariness.
Authentication. Talking about "secure systems" makes sense only when there's a possibility of more than one player being involved. Chapter 9 covers the basics of authentication, as well as techniques when authenticating humans and systems in various settings: direct machine access, over an untrusted network, or over an untrusted network through an untrusted client. We also discuss the difference between authentication and authorization.
Public Key Infrastructure. By removing the need for sharing secrets a priori, public key cryptography enables trusted communication across boundaries of space, time, and organizations. However, the infrastructure necessary to realize the public key vision is still emerging; some dissidents even feel that the whole approach is fundamentally flawed. In Chapter 10, we look at the problem space, the main approaches, the issues that complicate deployment and progress in this space, and the dissenting points of view.
Validation, Standards, and Testing. Why should one believe that a given system is secure? Whether one is a vendor, an implementer, an administrator, or a customer, this question is fundamental. In Chapter 11, we talk about penetration testing, validation, and standards: how they can work to help achieve security and privacy and what their limitations are. We draw on our own experience in validation an testing and provide some suggestions to guide the reader through the cloud of emerging standards.
We have examined the history and the building blocks. In Part IV, we now apply these principles and tools to principal ways in which our society uses computing.
The Web and Security. Created by physicists too lazy to go to the library, the Web is now the central medium for electronic services in our society. We review how the Web works and then present the various security and privacy threats it faces--and the principal solutions. In Chapter 12, we cover both the standard material (e.g., SSL and cookies) and more subtle material.
We also discuss recent case studies of how institutions that should have known better ended up inadvertently disclosing information via Web-based services. For example, had editorial writers read this chapter, they would not have condemned the business school applicants for "hacking" the Apply Yourself site to learn application decisions prematurely; had the schools in question read this chapter, they might have disciplined the IT staff who approved that site, rather than summarily reject the applicants.
Office Tools and Security. Productivity tools, such as the Microsoft Office suite, Lotus 1-2-3, and rich graphical HTML email, etc., have become standard in nearly all settings. However, the richness and the complexity of these tools have continually led to interesting security and privacy issues. Since these tools work with electronic objects that look like familiar paper objects and provide manipulation functions that feel like familiar paper manipulation, users tend to assume that electronic objects behave like their paper counterparts and proceed to make trust decisions based on this assumption. However, this assumption is incorrect, and often, so are the resulting trust decisions. Chapter 13 explores these issues.
Money, Time, Property. Bits are not paper. Our social systems rest on the p...
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