1. © 2003 CigitalSSI 2003 Getting Past Why Architecture is the Key to Software Security Gary McGraw, Ph.D. CTO, Cigital http://www.cigital.com

2. © 2003 CigitalSSI 2003 Old school security is reactive Defend the perimeter with a firewall To keep stuff out Over-rely on crypto We use SSL Review products when theyre done Why your code is bad Promulgate penetrate and patch Disallow advanced technologies Extensible systems (Java and.NET) are dangerous The fat guy with keys does not really understand software development.

3. © 2003 CigitalSSI 2003 Modern security is about managing risks There is no such thing as 100% secure Must make tradeoffs Should be business decisions Proactive security is about building things right Design for security Security analysis Secure coding practice Security testing Its all about the software Most security problems are caused by software bugs and flaws We must build secure software Software vulnerability reports to CERT/CC

4. © 2003 CigitalSSI 2003 Software Security Pitfalls

5. © 2003 CigitalSSI 2003 Technology choices are glossed Language (#1) C/C++ Java, C# Perl, python, PHP Operating system Windows 9X Windows NT/XP Unix flavors The environment in which software operates is critical Container systems CORBA EJB DCOM Authentication mechanism Biometrics Password systems Tokens Smart cards PCI keys Network 802.11b (wireless)

6. © 2003 CigitalSSI 2003 Sociology problems Most security organizations are made up of network security people MIS, IT focus CISSP Network people do not often understand software development Code reviews alone do not cut it! Most development shops have good intentions, but little security knowledge Want to build stuff No good knowledge source See security review as a waste of time and a big hassle Software security is currently nobodys job.

7. © 2003 CigitalSSI 2003 Security problems are complicated IMPLEMENTATION BUGS THAT PROBLEM String format One-stage attacks Race conditions TOCTOU (time of check to time of use) Unsafe environment variables Unsafe system calls System() Untrusted input problems ARCHITECTURAL FLAWS Misuse of cryptography Privileged block protection failure Catastrophic security failure (fragility) Type safety confusion error Insecure auditing Broken or illogical access control

8. © 2003 CigitalSSI 2003 FLAW: Architectural problems with Java Javas classloading architecture flawed Separate instantiate class from manage name spaces Every release had problems March 96: JDK 1.0 March 97: JDK 1.0.7 July 98: JDK 1.2 What is Java anyway? (and what is.NET?!) J2EE J2SE JavaCard J2ME MicroChai TINI More resources

9. © 2003 CigitalSSI 2003 Principles and Guidelines for Better Design

10. © 2003 CigitalSSI 2003 Reaching for the brass ring Design for security is critical Teaching people HOW to do this is very hard Apprenticeship is the state of the art today Guidelines can help (but tend to be unsatisfyingly high level) Guidelines can help, but are no magic bullet

11. © 2003 CigitalSSI 2003 Ten guiding principles for secure design 1. Secure the weakest link 2. Practice defense in depth 3. Fail securely 4. Follow the principle of least privilege 5. Compartmentalize 6. Keep it simple 7. Promote privacy 8. Remember that hiding secrets is hard 9. Be reluctant to trust 10. Use your community resources

12. © 2003 CigitalSSI 2003 Twelve guidelines for writing safer Java 1. dont depend on initialization 2. limit access to entities 3. make everything final 4. dont depend on package scope 5. dont use inner classes 6. avoid signing your code 7. put all signed code in one archive 8. make classes uncloneable 9. make classes unserializeable 10. make classes undeserializeable 11. dont compare classes by name 12. dont store secrets

13. © 2003 CigitalSSI 2003 Problem: Serialization While serialized, objects arent protected by access controls An attacker can read or modify the object in its serialized form An attacker can create a serialized representation from scratch to insert into the system with bad data Serialized data can be modified in several ways Extending objects and overriding read/writeObject() Extending ObjectInputStream/ObjectOutputStream Capturing the data through network monitoring

14. © 2003 CigitalSSI 2003 Fix: Serialization Declare sensitive fields as transient if possible If class will be serialized Implement final writeObject() and readObject() methods to prevent subclasses overriding Make sure readObject() was called - initialized set If class should not be serialized Prevent subclasses from overriding methods private final void writeObject()(ObjectOutputStream out) throws java.io.IOException { throw new java.io.IOException(Object can not be serialized); } private final void readObject()(ObjectOutputStream out) throws java.io.IOException { throw new java.io.IOException(Object can not be deserialized); }

15. © 2003 CigitalSSI 2003 Fix: Serialization Disallow permissions that allow modification to IO streams SerializablePermission(enableSubclassImplementation) SerializablePermission(enableSubstitution) Encrypt serialized streams At application level (key management is hard) Through network mechanisms (SSL, IPSEC) Consider using externalization as an alternative Less data is transferred Less ability for attacker to inject new classes Guidelines: Make your classes Unserializable, Make your classes Undeserializable

16. © 2003 CigitalSSI 2003 Why Design?

17. © 2003 CigitalSSI 2003 On Bricks and Walls Proper use of dangerous system calls is equivalent to using solid bricks Without an architecture, using all the right system calls wont help

18. © 2003 CigitalSSI 2003 On architectural analysis Designers should not do this Build a one page white board design model (like that ) Use hypothesis testing to categorize risks Threat modeling/Attack patterns Rank risks Tie to business context Suggest fixes Repeat

19. © 2003 CigitalSSI 2003 Defects at Each Stage of Software Development Requirements Design Testing Coding Maintenance 0 10 20 30 40 50 60 Percentage of Defects Source: TRW

20. © 2003 CigitalSSI 2003 Cost of Fixing Defects at Each Stage of Software Development Requirements Design Testing Coding Maintenance 0 $3,000 $6,000 $9,000 $12,000 $15,000 Cost Per Defect Source: TRW

21. © 2003 CigitalSSI 2003 @stake: Security Defects Source: 2002 @stake - The Hoover Project (n=45)

22. © 2003 CigitalSSI 2003 @stake: Early is Good Although benefits can be found throughout the lifecycle, earlier involvement is most beneficial Vulnerabilities are harder to address post-design System-wide changes may be required at later stages Enabling improvements can be made at design state Source: 2002 @stake - The Hoover Project

23. © 2003 CigitalSSI 2003 Microsofts software security process Secure questions during interviews ConceptDesigns Complete Test plans Complete Code Complete ShipPost Ship Threat analysis Security Review Team member training Data mutation & Least Priv Tests Review old defects Check-ins checked Secure coding guidelines Use tools Security push/audit = on-going Learn & Refine External review Where we need new tools and techniques

24. © 2003 CigitalSSI 2003 Open Questions How is security best integrated into a standard engineering-based approach? Do all engineers need to understand security? What kind of organization can build secure software? Is expertise and experience necessary for good security analysis? Where does it come from? How does auditing designs differ from auditing source code? What role should security testing play in analysis?

25. © 2003 CigitalSSI 2003 Suggested research agenda Quantify, analyze, and explain bug/flaw categories Do more cost/benefit analysis proving that early is good Untangle security software from software security at the requirements stage Explain why the software security problem is growing Build tools for earlier in the lifecycle Find out how to teach this stuff Invent measures and metrics

26. © 2003 CigitalSSI 2003 Pointers Cigitals Software Security Group invents and practices Software Quality Management Get Building Secure Software Send e-mail: gem@cigital.com So now, when we face a choice between adding features and resolving security issues, we need to choose security. -Bill Gates