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[tor-dev] RFC: Lightweight Obfuscated Datagram Protocol (LODP)



Hello all,

Inspired by a conversation with arma, I have been working on designing a
UDP based protocol to serve as the bulk data transport for something
along the lines of "obfs3, but over UDP".  The spec document is
approaching the point where I would like to have increased public review
before I go and implement it.  People who sit in #tor-dev probably have
seen various revisions of this draft already.

Some notes:
 * This is heavily inspired by SSU from the i2p project, and Dust by
   Brandon Wiley.
 * Ensuring that data gets delivered reliably and in order is outside
   the scope of this document.  Such things are a well researched
   problem so my reference implementation will likely draw upon an
   existing protocol instead of reinventing the wheel here.
 * As far as existing work in this area, the only other protocols that
   attempt to do similar things are i2p's SSU and Dust.
 * LODP assumes that there is a shared secret between peers to attempt
   to thwart active probing attacks.
 * As part of my evil plans, "secure fingerprinting resistant UDP" is
   something useful to have.
 * Open questions/things that are subject to change are tagged with XXX.

Questions, comments, feedback appreciated.

-- 
Yawning Angel
Lightweight Obfuscated Datagram Protocol (LODP)
Yawning Angel <yawning at schwanenlied dot me>

(XXX: Preliminary Draft.  If anyone implements this, I will laugh at them,
 because there are probably problems, and parts (all?) of it may suck.  In
 particular, open questions/to-be-encorporated feedback is appended to the end
 of the document.)

0. Introduction

   This is an encrypted wire transport protocol designed to be a fingerprinting
   resistant alternative to Datagram TLS.  Its purpose is to keep a third party
   from being able to tell what protocol is in use based on message contents
   and to provide authentication and data integrity.

1. Motivation

   There is a large volume of work that allows for "reliable bulk data transfer
   over UDP", by developing a lightweight secure obfuscated datagram transport
   protocol, it would be possible to leverage existing research in these areas.

   Examples of candidates for LODP encapsulation, in no particular order, are
   SCTP-over-UDP, Reliable Data Protocol (RFC1151), enet, and UDT.

   (XXX: Add something covering I2P's SSU and Dust)

2. LODP Threat Model

   The threat model for LODP is identical to the threat model of obfs3
   [OBFS3 THREAT MODEL], with added goals:

      LODP offers protection against active scanning machines that expect the
      LODP protocol.  Such machines should not be able to verify the existence
      of the LODP protocol without compromising the authenticated encryption
      used in session initialization.

      LODP offers protection against active attackers that attempt to mount a
      man-in-the-middle attack.  The cryptographic handshake will fail, and such
      attacks will be detected.

   LODP does not protect against adversaries that are capable of measuring
   protocol entropy, or those that employ a protocol whitelist.

   Attacks on the out-of-band shared secret distribution mechanism (Eg: Tor's
   BridgeDB) are likewise outside the scope of the protocol design, however the
   most that an attacker that obtains a endpoint's shared secret is able to do
   is to censor the protocol.

3. Notation and Constants

   The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT",
   "SHOULD", "SHOULD NOT", "RECOMMENDED", "MAY", and "OPTIONAL" in this
   document are to be interpreted as described in [KEYWORDS].

   All packet fields are in network byte order.

   A byte is a 8 bit octet.

   Let a | b be the concatenation of a with b.

   All random numbers used in this protocol MUST come from a cryptographically
   strong random number generator.

4. Overview of LODP

   LODP attempts to make all traffic look like random noise.  The session
   handshake uses MAC and bulk encryption keys derived from the server's public
   Curve25519 key to mask the packet payload, and negotiates a ephemeral
   session key to provide actual data authentication, integrity and perfect
   forward secrecy.  In the event that the server's long term identity key is
   compromised, the most that an attacker can do is identify the LODP protocol.

   The LODP packet format provides for added arbitrary random padding, and
   undersized packets are silently ignored to allow the implementer flexibility
   when attempting to mask the packet size.

   To mitigate the potential of an attacker to mount a denial of service attack
   given the server's host key, LODP uses a 4 way handshake similar to SCTP or
   DTLS.

   (XXX: Does this section need more stuff???)

5. Maximum Transmission Unit and Path MTU Discovery

   The MTU including IP and UDP headers MUST be a minimum of 576 bytes for IPv4
   endpoints, and 1280 bytes for IPv6 endpoints.  Implementations MAY implement
   PMTU discovery and MAY chose to send larger packets if the underlying data
   link layer is capable of doing so.

      Note: Implementations that chose to implement PMTU discover MUST ensure
      that the traffic profile is not trivially fingerprinted.

   Implementations SHOULD make attempts to avoid IP fragmentation.

   As LODP is designed as the transport for an encapsulated higher level
   transport, implementations MAY allow the higher level protocol to handle
   PMTU discovery.

   (XXX: The peer could advertise a MTU when handshaking but not sure how
         useful that is going to be.)
   (XXX: Technically the MTUs I chose will never be fragmented, but there's
         probably screwed up routers/hosts on the internet that aren't spec
         compliant, not sure "thou shalt not fragment" is better as a SHOULD or
         a MUST)

6. Cryptographic Algorithms and Keys

   LODP uses several cryptographic algorithms as part of its protocol.

   All packets are encrypted with XChaCha/20 [XCHACHA], and then the encrypted
   payload is authenticated with HMAC-SHA2-256 [RFC6234] algorithm
   (Encrypt-Then-MAC).

   IVs MUST be randomly generated and MUST NOT be reused for a given key.

     XChaCha/20 IV = 24 bytes in the packet header

   Ephemeral session keys are generated during the initial handshake via a
   modified version of the ntor [NTOR] handshake.  The 32 byte shared secret
   is then stretched to create the required HMAC-SHA2-256 and XChaCha/20 keys.

   The modified ntor handshake like the original uses the Curve25519 ECDH
   [CURVE 25519] and SHA2-256 algorithms.

   Every end point additionally has a public Curve25519 key (IntroKey) that is
   used to verify router identity and session establishment.  To provide
   fingerprinting and active scanning resistance, initial semi-public
   HMAC-SHA2-256 and XChaCha/20 keys are derived via a key stretching algorithm
   from the public Curve25519 key.

   The key stretching algorithm used is HKDF-SHA256 [RFC6234] used as the
   HMAC/hash algorithm.

      Intro Keys:

         Salt = "LODP-HKDF-Intro-SHA256"
         PRK = HKDF-Extract(Salt, PublicCurve25519Key)
         IntroKey = HKDF-Expand(PRK, Salt, 64)
         IntroMacKey = IntroKey[0:31]
         IntroXChaChaKey = IntroKey[32:63]

      Session Keys:

         Salt = "LODP-HKDF-Session-SHA256"
         PRK = SharedSecret
         SessionKey = HKDF-Expand(PRK, Salt, 128)
         InitiatorMacKey = SessionKey[0:31] (Client->Server)
         InitiatorXChaChaKey = SessionKey[32:63]
         ResponderMacKey = SessionKey[64:95] (Server->Client)
         ResponderXChaChaKey = SessionKey[96:127]

         Note: The HKDF-Extract step is carried out as part of the handshake.

   A rough overview of all the keys, their origins and lifetimes, and their
   uses are as follows:

      Host Curve25519 Identity Key:

         Long term Curve25519 key used for proving host identity and as a
         component of the modified ntor handshake.

      Intro HMAC-SHA2-256 Key:

         Long term MAC key used for providing fingerprinting resistance and
         to defeat active scanning attacks, derived via HKDF from the Curve25519
         key.

      Intro XChaCha/20 Key:

         Long term cipher key used for providing fingerprinting resistance and
         to defeat active scanning attacks, derived via HDFK from the Curve25519
         key.

      Session HMAC-SHA2-256 Key:

         Session MAC key used for data integrity.  Generated during the
         handshake.

      Session XChaCha/20 Key:

         Session cipher key used for data integrity/secrecy.  Generated during
         the handshake.

      Note: For any given session there are 2 HMAC-SHA2-256 keys and 2
            XChaCha/20 keys.  One set is used for Initiator->Responder
            traffic, and the other is used for Responder->Initiator traffic.

   To connect to a remote peer, the initiator obtains the Host Curve25519
   Identity key, and derives the Intro HMAC-SHA2-256 and XChaCha/20 keys.  The
   initiator will then connect to the remote peer and generate the ephemeral
   session MAC/cipher keys via the handshake process.  Once the handshake is
   completed, all further data sent over the connection is authenticated and
   encrypted with the ephemeral session keys.
  
   The distribution method for the Identity key is left up to the implementers.
   Fingerprinting resistance is dependent on the security of the Identity key,
   so the distribution mechanism SHOULD be secure.

   (XXX: SHA-2 can be replaced with something else)
   (XXX: Consider HMAC-SHA2-256-128 as the MAC, might need rekeying then.)

7. Packet Format

   A LODP packet is comprised of a common header, the payload and optional
   arbitrary padding.  The payload contains either control or user data.

     0                   1                   2                   3
     0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |                                                               |
    +                        HMAC-SHA2-256 MAC                      +
                                   ...
    +                           (256 bits)                          +
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |                                                               |
    +                              IV                               +
                                   ...
    +                           (192 bits)                          +
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |      Type     |     Flags     |             Length            |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    \                                                               \
    /                           Packet Data                         /
    \                                                               \
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    \                                                               \
    /              Arbitrary amount of uninterpreted data           /
    \                                                               \
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   All integer fields in a LODP packet MUST be transmitted in network byte
   order.

   HMAC-SHA-256 MAC: 256 bits

      This field contains the HMAC-SHA-256 MAC of the LODP packet.  The HMAC
      algorithm is applied over the beginning of the IV field to the end of the
      packet (The encrypted optional padding is also validated).

   IV: 192 bits

      This field contains the Initialization Vector used for the XChaCha/20
      cipher.  IVs MUST NOT be reused.

   Type: 8 bits (unsigned integer)

      The type of the packet.  The values of the Type are defined as follows:

   Type Value    Type
   -----         -------------
   0            - Data (DATA)
   1            - Initiation (INIT)
   2            - Initiation Acknowledgement (INIT ACK)
   3            - Handshake (HANDSHAKE)
   4            - Handshake Acknowledgement (HANDSHAKE ACK)
   5            - Heartbeat (HEARTBEAT)
   6            - Heartbeat Acknowledgement (HEARTBEAT ACK)

   Flags: 8 bits (unsigned integer)

      Type specific flags.

   Length: 16 bits (unsigned integer)

      Payload length including the Type, Flag and Length fields ("4" for types
      with no data).

   Packet Data: variable length

      The actual packet data.

   Arbitrary amount of uninterpreted data: variable length

      Optional padding.  Implementations MAY append random padding to each
      packet to mask the packet size signature of the upper layer protocol.
      Implementations MUST NOT interpret this data beyond verifying the MAC and
      as part of the bulk decryption.

   The XChaCha/20 encryption begins from the end of the IV to the end of the
   packet (The optional padding is also encrypted).

7.1. Data (DATA)

   The following format MUST be used for Data packets.

     0                   1                   2                   3
     0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |    Type = 0   |    Reserved   |             Length            |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    \                                                               \
    /                            User Data                          /
    \                                                               \
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   Reserved: 8 bits

      Should be set to all '0's and ignored by the receiver.

   User Data: variable length

      This is the user payload data.

   The session keys derived during the handshake MUST be used for the MAC and
   encryption of DATA packets.  DATA packets received that are MACed or
   Encrypted with the IntroKeys MUST be discarded.

7.2. Initiation (INIT)

   The following format MUST be used for Initiation packets.

     0                   1                   2                   3
     0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |    Type = 1   |    Reserved   |           Length = 68         |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |                                                               |
    +              Initiator HMAC-SHA2-256 MAC IntroKey             +
                                   ...
    +                           (256 bits)                          +
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |                                                               |
    +                 Initiator XChaCha/20 IntroKey                 +
                                   ...
    +                           (256 bits)                          +
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |                         Time Stamp                            |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   Reserved: 8 bits

      Should be set to all '0's and ignored by the receiver.

   Initiator HMAC-SHA2-256 MAC IntroKey: 256 bits

      The HMAC-SHA2-256 MAC key to use when sending the INIT ACK.

   Initiator XChaCha/20 IntroKey: 256 bits

      The XChaCha/20 stream cipher key to use when sending the INIT ACK.

   Time Stamp: 32 bits (unsigned integer)

      The number of seconds from the Unix Epoch.  Implementations MAY add a
      small random offset to value transmitted in this field to mask the true
      system time.

   The Intro MAC and XChaCha/20 keys derived from the responder's Curve25519
   Identity key MUST be used for the MAC and encryption of the INIT packet.  
   INIT packets received that are MACed or Encrypted with other keys MUST be
   discarded.

   Implementations MAY chose to use ephemeral MAC/XChaCha keys for the keys
   transmitted in a INIT ACK packet.

7.3. Initiation Acknowledgement (INIT ACK)

   The following format MUST be used for Initiation Acknowledgement packets.

     0                   1                   2                   3
     0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |    Type = 2   |    Reserved   |             Length            |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |         Initiator Port        |    Initiator Address Length   |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |               Initiator Address (32 or 128 bits)              |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    \                                                               \
    /                             Cookie                            /
    \                                                               \
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   Reserved: 8 bits

      Should be set to all '0's and ignored by the receiver.

   Initiator Port: 16 bits (unsigned integer)

      The IP Port that the INIT packet was received from.

   Initiator Address Length: 16 bits (unsigned integer)

      The length of the IP address that the INIT packet was received from.
      "4" for IPv4 addresses, "16" for IPv6 addresses.

   Initiator Address: 32/128 bits (unsigned integer)

      The IP address that the INIT packet was received from.

   Cookie: variable length

      An opaque cookie.  The format is up to the implementation however
      implementations SHOULD generate cookies that can be validated without
      maintaining per-connection state, and SHOULD contain timestamping
      information to prevent cookies from being reused.

   The IntroKeys received in the INIT packet that triggered the INIT ACK MUST
   be used for the MAC and encryption of INIT ACK packets.

7.4. Handshake (HANDSHAKE)

   The following format MUST be used for Handshake packets.

     0                   1                   2                   3
     0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |    Type = 3   |    Reserved   |             Length            |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |                                                               |
    +              Initiator HMAC-SHA2-256 MAC IntroKey             +
                                   ...
    +                           (256 bits)                          +
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |                                                               |
    +                 Initiator XChaCha/20 IntroKey                 +
                                   ...
    +                           (256 bits)                          +
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |                                                               |
    +                Initiator Curve25519 Public Key                +
                                   ...
    +                           (256 bits)                          +
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    \                                                               \
    /                             Cookie                            /
    \                                                               \
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   Reserved: 8 bits

      Should be set to all '0's and ignored by the receiver.

   Initiator HMAC-SHA2-256 MAC IntroKey: 256 bits

      The HMAC-SHA2-256 MAC key to use when sending the HANDSHAKE ACK.  This
      key MUST be identical to the key transmitted in the INIT packet.

   Initiator XChaCha/20 IntroKey: 256 bits

      The XChaCha/20 stream cipher key to use when sending the HANDSHAKE ACK.
      This key MUST be identical to the key transmitted in the INIT packet.

   Initiator Curve25519 Public Key: 256 bits

      The Curve25519 public key to use when deriving the session keys.

   Cookie: variable length

      The opaque cookie received in the INIT ACK, echoed exactly.

   The Intro MAC and XChaCha/20 keys derived from the responder's Curve25519
   Identity key MUST be used for the MAC and encryption of the HANDSHAKE
   packet.  HANDSHAKE packets received that are MACed or Encrypted with other
   keys MUST be discarded.

7.5. Handshake Acknowledgement (HANDSHAKE ACK)

   The following format MUST be used for Handshake Acknowledgement packets.

     0                   1                   2                   3
     0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |    Type = 4   |    Reserved   |          Length = 136         |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |                                                               |
    +                Responder Curve25519 Public Key                +
                                   ...
    +                           (256 bits)                          +
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |                                                               |
    +                Handshake Authentication Digest                +
                                   ...
    +                           (256 bits)                          +
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   Reserved: 8 bits

      Should be set to all '0's and ignored by the receiver.

   Responder Curve25519 Public Key: 256 bits

      The Curve25519 public key to use when deriving the session keys.

   Handshake Authentication Digest: 256 bits

      The SHA2-256 digest (Auth) to used when verifying the remote identity as
      part of the handshake.

   The IntroKeys received in the HANDSHAKE packet that triggered the HANDSHAKE
   ACK MUST be used for the MAC and encryption of HANDSHAKE ACK packets.

7.6. Heartbeat (HEARTBEAT)

   The following format MUST be used for Heartbeat packets.

     0                   1                   2                   3
     0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |    Type = 5   |    Reserved   |             Length            |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    \                                                               \
    /                        Heartbeat Data                         /
    \                                                               \
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   Reserved: 8 bits

      Should be set to all '0's and ignored by the receiver.

   Heartbeat Data: variable length

      The data that the receiver should echo in a Heartbeat Acknowledgement.
      The format is left unspecified.

   The session keys derived during the handshake MUST be used for the MAC and
   encryption of HEARTBEAT packets.  HEARTBEAT packets received that are MACed
   or Encrypted with any other keys MUST be discarded.

7.7. Heartbeat Acknowledgement (HEARTBEAT ACK)

   The following format MUST be used for Heartbeat Acknowledgement packets.

     0                   1                   2                   3
     0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |    Type = 6   |    Reserved   |             Length            |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    \                                                               \
    /                     Echoed Heartbeat Data                     /
    \                                                               \
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   Reserved: 8 bits

      Should be set to all '0's and ignored by the receiver.

   Echoed Heartbeat Data: variable length

      The Heartbeat Data received in the Heartbeat packet that triggered the
      Heartbeat Acknowledgement, echoed exactly.

   The session keys derived during the handshake MUST be used for the MAC and
   encryption of HEARTBEAT ACK packets.  HEARTBEAT ACK packets received that
   are MACed or Encrypted with any other keys MUST be discarded.

8. The Modified ntor Handshake

   Set PROTOID == "ntor-lodp-curve25519-sha256-1".

   Set EXP(a,b) == curve25519(.,b,a), and g = 9.  Both parties MUST check that
   the operation did not procude the point at infinity, and MUST abort the
   handshake otherwise.

   Set X,x = The initiator's Curve25519 key pair (X is the public component
             transmitted in the HANDSHAKE packet).

   Set Y,y = The responder's Curve25519 key pair (Y is the public component
             transmitted in the HANDSHAKE ACK packet).

   Set B,b = The responder's Curve25519 Identity key pair (B is the public
             component distributed to the initator out-of-band).

   The responder side of the handshake computes:

      SecretInput = EXP(X,y) | EXP(X,b) | B | X | Y | PROTOID
      SharedSecret = SHA2-256(SecretInput, PROTOID | ":key_extract")
      Verify = SHA2-256(SecretInput, PROTOID | ":key_verify")
      AuthInput = Verify | B | Y | X | PROTOID | "Responder"
      Auth = SHA2-256(AuthInput, PROTOID | ":mac")

      The responder then transmits Y and Auth to the initiator in the HANDSHAKE
      ACK packet.

   The initiator side computes:

      SecretInput = EXP(Y,x) | EXP(B,x) | B | X | Y | PROTOID
      SharedSecret = SHA2-256(SecretInput, PROTOID | ":key_extract")
      Verify = SHA2-256(SecretInput, PROTOID | ":key_verify")
      AuthInput = Verify | B | Y | X | PROTOID | "Responder"
      Auth = SHA2-256(AuthInput, PROTOID | ":mac")

      The initiator verifies that the Auth value it computed is identical to the
      one received in the HANDSHAKE ACK packet.

   Ephemeral session keys are then derived from the SharedSecret value per
   section 6.

9. Packet Processing

   When a new packet has been received, implementations should process it as
   follows:

      0. Optionally packets that are obviously malformed MAY be silently
         discarded before further processing is applied to conserve resources.

      1. If there is (a) existing session(s) associated with the packet's
         Address/Port combination.

         a) The MAC is verified with the SessionKey in the existing TCB.  If
            the verification fails the packet is processed as part of a new
            handshake (Step 2).

              Note: There may be more than one Session originating from a given
                    Address/Port.  It is left up to implementations if they
                    allow this or not, however implementations MUST account for
                    retransmitted HANDSHAKE packets in the event that HANDSHAKE
                    ACKs are lost.

         b) The packet is decrypted with the cipher SessionKey in the existing
            TCB.

         c) If the packet type is DATA, HEARTBEAT or HEARTBEAT ACK, the packet
            is processed.  Otherwise the packet MUST be silently discarded.

               Note: Implementations MAY ignore HEARTBEAT packets if under load
               or to prevent excess traffic.

      2. If there is no existing session associated with the packet's
         Address/Port combination.

         a) The MAC is verified with the MAC IntroKey.  If the verification
            fails, the packet MUST be silenty discarded.

         b) The packet is decrypted with the cipher IntroKey.

         c) If the packet type is INIT, INIT ACK, HANDSHAKE or HANDSHAKE ACK,
            the packet is processed (See "Session Establishment").  Otherwise
            the packet MUST be silently discarded.

10. Session Establishment

   The session establishment process and the keys used for each packet is as
   follows:

      Initiator                                 Responder
      ---------                                 ---------

      [Obtain the responder
       Identity key]

      [Derive the responder
       IntroKeys]

      [Create TCB]

      INIT (IntroKeys)               -------->

                                                [INIT packet timestamp is
                                                 verified to be sufficiently
                                                 fresh]

                                                [Create cryptographically
                                                 strong cookie]

                                     <--------  INIT ACK (Initiator IntroKeys
                                                   contained in INIT)

      HANDSHAKE (IntroKeys)          -------->

                                                [Validate cookie]

                                                [Create TCB]

                                                [Complete ntor handshake]

                                                [Connection state ->
                                                 ESTABLISHED]

                                     <--------  HANDSHAKE ACK (Initiator
                                                   IntroKeys contained in
                                                   HANDSHAKE)

      [Complete ntor handshake]

      [Validate ntor digest]

      [Connection state -> ESTABLISHED]

       DATA (Initiator SessionKeys)  <------->  DATA (Responder SessionKeys)

   The responder MUST NOT allocate any session state till it receives a valid
   HANDSHAKE packet from the initiator.

   Implementations MUST allow for a reasonable clock skew between initiator and
   responder when verifying the INIT packet timestamp to allow for the
   possibility that the clocks are out of sync (Due to systems not using a time
   synchronization service or implementations chosing to send a value with a
   random offset to avoid client identification).
   
   The responder MUST NOT automatically retransmit HANDSHAKE ACKs.  The
   initiator SHOULD handle the possibility of a HANDSHAKE ACK getting lost by
   retransmitting HANDSHAKE packets.  The responder MAY cache the payload of
   the HANDSHAKE ACK packet to conserve CPU, however the retransmitted HANDSHAKE
   ACK MUST have unique IV.

11. Session Teardown

   As LODP is designed for encapsulated transport, session teardown is
   generally handled by the upper level protocol.  Implementations MUST allow
   the user to specify that a given session has terminated, and reclaim
   resources when this occurs.

   Implementations MAY additionally implement detection of idle connections by
   using the HEARTBEAT and HEARTBEAT ACK packets.

12. Security Considerations

   In the event that an attacker can obtain the responder's Identity key, it is
   able to decrypt the handshake's bulk encryption and thus identify LODP
   traffic.  However this event implies that the distribution mechanism or one
   of the peers participating in protocol has been attacked, and thus censoring
   LODP is possible due to the attacker knowing the IP address/Port associated
   with the responder.  Additionally as ephemeral session keys are used, this
   does not compromise the secrecy or integrity of the transported data.

   Most stateful protocols are vulnerable to SYN flood like DDOS attacks.  In
   LODP this attack is mitigated by the use of a 4 way handshake preventing
   INIT packets with spoofed source addresses from consuming server resources
   apart from the processing power required to create INIT ACK responses.

   As randomized IVs are used, the odds of collisions due to the birthday
   problem cannot be ignored.  However since the IV is 192 bits, the odds of
   this occurring are astronomically small given a cryptographically strong
   random number generator.

   The protocol is vulnerable to replay attacks unless proper defenses are
   present.  The susceptibility to this is dependent on what state the
   connection is in.  The handshake is protected against replay attacks by the
   inclusion of a timestamp field in the INIT packet and by the opaque cookie
   included in the INIT ACK and HANDSHAKE packets.  Implementations SHOULD
   incorporate additional defenses such as rejecting duplicate IVs.

   Data packets have no replay protection under the assumption that the
   encapsulated higher level protocol handles this on it's own.  As most
   protocols that attempt to provide reliable data services include sequence
   numbering, common use cases should be adequately defended against this
   attack.

13. References

   [OBFS3 THREAT MODEL]  Kadianakis, G., "Threat model for the obfs3
                         obfuscation protocol",
                         (https://gitweb.torproject.org/pluggable-transports/
                          obfsproxy.git/blob/HEAD:/doc/obfs3/
                          obfs3-threat-model.txt)

   [KEYWORDS]     Bradner, S., "Key words for use in RFCs to Indicate
                  Requirement Levels", BCP 14, RFC 2119, March 1997.

   [XCHACHA]      Bernstein, D. J., "Extending the Salsa20 nonce",
                  (http://cr.yp.to/snuffle/xsalsa-20110204.pdf)

   [RFC6234]      Eastlake, D. and T. Hansen, "US Secure Hash Algorithms
                  (SHA and SHA-based HMAC and HKDF)", RFC 6234, May 2011.

   [CURVE 25519]  Bernstein, D. J., "A state-of-the-art Diffie-Hellman
                  function", (https://cr.yp.to/ecdh.html)

   [NTOR]         Matthewson, N., "Improved circuit-creation key exchange",
                  (https://gitweb.torproject.org/torspec.git/blob_plain/HEAD:
                   /proposals/216-ntor-handshake.txt)

14. Acknowledgements

   The author would like to thank Roger Dingledine, George Kadianakis, Mike
   Perry, Nick Mathewson, Brandon Wiley, Zachary Weinberg and the various
   denizens of #tor-dev for their useful comments.

   Much of LODP's design has been inspired by the SSU protocol developed by the
   I2P project and the Stream Control Transmission Protocol.

   (XXX: Did I miss anyone?)

XXX: Stuff that I want input on (my comments below)

   * HMAC-SHA2-256 is kind of heavy, in terms of packet header overhead
     (truncate?) and processing speed (Different algorithm?).  The inital draft
     used Poly1305-AES, but people didn't seem to like that because it pulled
     in AES (side channel attacks are sad).

     Some people have suggested using OCB (patent issues), but that requires
     finding a non-suck block cypher (I could use ChaCha in a LIONESS construct
     but then I might as well just use AES CCM or something)

   * The fact that I have 64 bytes worth of headers is kind of worrying.  If
     it's an issue I could just use ChaCha/20 (64 bit IV) and truncate the HMAC
     output down to 128 bits and half the header size (32 bytes) but I will need
     to add support for rekeying.  Just using truncated HMAC cuts the header
     down to 48 bytes.  Note that the large header does not weaken the
     fingerprinting resistance as undersized packets are silently ignored so
     implementations are free to send undersized packets as cover traffic).

   * Is adding support for rekeying a good idea?  I don't foresee IV collisions
     to be a realistic problem unless I switch the bulk crypto algorithm to
     ChaCha.

   * Per zwol: elligator instead of preshared secret?
     (No implementation, I'm not smart enough to do it, not sure if applying
      elligator to all incoming unknown packets will kill the server's CPU or
      not.  Probaby a bigger hit than HMAC-SHA2-256....  Additionally that still
      requires some form of shared secret or I'll be vulnerable to active
      probing attacks, and using a shared secret in itself isn't a issue for
      Tor PTs because an attacker obtaining the shared secret also gives up the
      IP/Port to a censor, and we lose anyway.)

   * Is it ok to derive the Intro HMAC/encryption keys from the public identity
     key?  It's relatively unlikely than an IV would get reused for the 2
     packets that it's relevant for and there are more cost effective attacks
     to defeat the fingerprinting resistance ("just attack bridgedb")...

     I mean, I *could* do something like "append the date to the HMACed
     init/handshake data" and rotate the HMAC/encrpytion intro keys once aday
     without too much extra overhead.  With a 192 bit IV, unless certain
     platforms have a utterly horrific PRNG, this is unlikely.

   * Is this actually secure?  I'm not a cryptographer.  Are the primitives I'm
     using safe?

XXX: Stuff that's probably ok, but want a second opinion on

   * The ntor variant I use doesn't have a notion of NODEID, but otherwise is
     near identical (Some of the personalization strings I use are different).
     Did I inadvertently break the security? (Don't think so)

   * Is it ok to say "the encapsulated transport should handle graceful
     teardown, implementations can implement an idle timer to reap stale
     connections"?

   * Should I generate errors on handshake failure or is saying "Well, it fails
     when your timer expires sufficient"?

   * Per zwol: look at what crypto_box in NaCl does and adjust my bulk crypto.
     (It looks like the same thing that I do, at least for crypto_securebox,
      just with Poly1305-AES instead of HMAC-SHA2-256)

   * The INIT packet includes a second granular timestamp.  This is just to
     prevent replay attacks from trivially detecting the protocol, so the
     time doesn't need to be all that accurate (+- 5-10 mins should be a
     reasonable window).  So the spec says that the client can add random jitter
     to the value to prevent leaking it's system clock.

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