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Editing: README.rootcerts
DOS/Windows-oriented notes on Root Certificates To use certificates or a cert bundle within an SSL enabled application such as lynx you must place your certificate files into a known directory, and set the environment variables to a proper value (e.g. in CONFIG.SYS file). set SSL_CERT_DIR=x:/usr/local/ssl/certs set SSL_CERT_FILE=x:/usr/local/ssl/cert.pem (See "What are root certificates" below.) Q. Why would I want to install openssl.exe? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ openssl.exe is used to manage certificates. (See "What are root certificates" below.) Q. How to install openssl.exe? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Put openssl.exe in a directory in your PATH and the DLLs to a directory in your LIBPATH. Copy conf\openssl.cnf.demoCA to a directory of your choice, rename it to openssl.conf and set the environment variable OPENSSL_CONF by putting SET OPENSSL_CONF=<your-directory>\openssl.cnf into CONFIG.SYS. Q. Why is this document so paranoid? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ If you want to use OpenSSL, then probably your Internet transactions have *real* monetary value embedded in them. And as usual, the security is as good as the weakest link. This document unravels only the tip of the iceberg of what can go wrong with improperly established "secure" connections. And given the monetary value involved, "bad guys" have a high incentive to exploit the weakest links. As experience shows, do not underestimate the intelligence of bad guys... Really, with security, a little knowledge is a dangerous thing; one can suspect that many people, if they really understood the trust structures associated with SSL, would be rather careful about checking the details of certificates. Q. What are root certificates? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Making a secure connection is like sending your valuables (for storage or consumption) to somebody who agreed to be at a prearranged place. To guard the valuables on the way there, you can ask for a police escort; this is what https:// connections are about. However, it does not make any sense to have an escort if the goods are transferred to a random person who happens to be at this place; one needs to certify the identity of the receiver as well. The certification process is a chain; when site A wants to certify that it is actually what it claims, it actually says "Check this certificate with site B"; to proceed, one needs to certify that site B is what it claims, so B may redirect to site C etc. For this process to stop, some sites claim "You must know my certificate, check it yourself". These certificates are "root certificates"; one cannot verify such a site unless one has the certificate for the "end of its certification chain". If you don't have the relevant root certificate in your local certificates file, it means that you don't trust anyone to vouch for the authenticity of the site. So one should have a collection of known certificates from several well-known sites known as "Root Certification Authorities". Most sites for large-scale businesses have certificates which will eventually resolve to these places. Such certificates represent people like Verisign that are in the business of confirming the identity of servers, etc. Additionally, since having yourself certified through another site costs, some sites avoid this cost via presenting "end-of-chain certificates". One should have a way to obtain these certificates via other means than insecure Internet connection (e.g., one can walk into the office and copy the certificate file to a floppy). These are so-called "Self-signed certificates"; they are "root certificates" as well. The locally-installed securely obtained copies of such certificates are referred to as "local certificates". (See 'What is "Snake Oil Ltd."' below.) If you are presented with a locally-unresolvable root certificate, and you *believe* that you are really talking to the site, and not someone in between (who is either completely simulating the site or relaying your requests onto the real site - called a "man in the middle" attack), you will still have an encrypted connection. Otherwise, you should act as though the site was an impostor, unless and until you manage to get a root certificate from a trustworthy source, and that root certificate represents someone that you would trust to have vetted the site you want to connect to. Local certificates are stored in SSL_CERT_FILE (this "cert bundle", usually named cert.pem, contains several signatures for "Root Certification Authorities") and SSL_CERT_DIR (which has a signature per file, and usually contain local copies of self-signed certificates). There are three crucial considerations to be added to this picture: a) While there are ways to ensure that the receivers are who they claim, there is absolutely no technological way to verify how *trustworthy* the receiving party is. It does not make sense to secure-send your valuables to a certified receiver if this receiver is a crook (or will just keep them later in a publicly accessible place). b) "VeriSign Syndrome". For the above scheme of "a chain of trust" to work, the "Root Certification Authorities" should be *very* trustworthy high-integrity entities. Unfortunately, there are certain doubts that this is so. E.g., fall 2003, VeriSign started an attack on DNS scheme which could disrupt the whole architecture of Internet (hijacking *all* unclaimed Internet addresses and redirecting them to a promotional site; google for VeriSign DNS hijack). One major company even issued a Microsoft certificate to a company other than Microsoft, and there had to be a Windows critical update to block that certificate. c) Keep in mind that the "big 2 browsers" are adding an increasing number of root certificates, and most users fail to realise that they are putting a trust in the supply chain for the browser to give them the certificates of reliable organisations (the browser suppliers could make bad choices, or the browser could have been hacked before you got it). Incidentally, standard browsers come with certificates representing very different levels of identity verification, but most people accept all of those supplied with the big 2 as equally valid. Q. How to obtain root certificates? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Certificate files, such as cert.pem, are security critical; you have to trust whoever supplies it to you; all your certification process is no more trustworthy than the site you downloaded cert.pem from. So you shouldn't just accept any offer. One way is to copy them from a machine which already obtained them in a secure way. Another one is to extract them from a web browser which was itself obtained in a secure way (see "How to extract certificates from Internet Explorer" below). If anything else fails, obtaining a privately-generated bundle from third-parties, such as http://www.kfu.com/~nsayer/encryption/ca-bundle.crt.text is *not* much better than no certificates at all, but may avoid some warnings from applications. One of the places which has a bundle is the mod_ssl site. Q. Should you trust this distribution system? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ It is very hard to imagine a situation when the answer is different from "Absolutely not!". Indeed, obtaining the certificates is only half of the problem. The certificates are going to be checked by the SSL library. Can you trust these executables (DLLs)? Did you obtain the library via a secure connection? Are you sure that the place you obtained it from has reasonable security practice, so that the archive could not be tampered with? The latter place most probably did not build the DLLs themselves; chances are they just store what a fourth-party supplied them. Was *that* file transfer done via secure channels? Can you trust this fourth-party so that it did not insert Trojans? Chances are that all of these questions are answered "No". There are still major problems with bootstrapping security via the Internet... What about the application which uses these DLLs? Do you have any reason to trust it? What about the OS itself? Did it come from a trustworthy source via trustworthy channels? Are you sure it was not tampered with? Q. How to compile and link with OpenSSL libraries? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Put the files from include and lib to your emx directory, or directories on C_INCLUDE_PATH and LIBRARY_PATH. Note that openssl should become a subdirectory of your include directory. If you need .lib files you can create them using emxomf. The supplied library files link against the new renamed dlls open_ssl and cryptsll. See the doc directory for some information and visit http://www.columbia.edu/~ariel/ssleay/ for more infos. Q. Why do you need your own keys and certificates? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ There are several situations: having a server which accepts secure connections; authenticating yourself to a server by means other than login/password, sending S-Mime crypto-mail, authenticating from a client browser to a server. In each of these situations one needs keys. The following sites may be useful: http://www.pseudonym.org/ssl/ssl_cook.html#environment http://the.earth.li/~sgtatham/putty/0.53b/htmldoc/Chapter8.html#8.2 Q. How to generate your own keys and certificates? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ There are many ways. A good solution is to use sslRexx. It provides everything you need. PuTTYgen is a key generator that will work. Below is a short description of how I made my own Certification Authority, a Server Key for Apache and a client Key/Certificate for me, signed by my own CA. Q. Howto: Root CA (needed to self-sign all certificates) ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Generate a CA-Key and store it in sub-directory private: openssl genrsa -des3 -out private/MyOwnCA.pem 2048 Make a selfsigned certificate based on above key. openssl req -new -x509 -days 730 -key private/CAkey.pem -out CAcert.pem This certificate will expire in 2 years. Optional: generate text output of this certificate: openssl x509 -in ./CAcert.pem -text > CAcert.txt Now you have a key and certificate for your own CA which can be used to sign user and server keys. The CAcert is also needed to configure Apache and Netscape. You can/should give away the CA certificate but never give the CA key to anybody. Q. Howto: Your Client Certificate/Key ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ Generate a private key ---------------------- openssl genrsa -des3 -out hrom-key.pem 2048 Create a signing request (same command again) ------------------------ openssl req -new -key hrom-key.pem -out hrom-req.pem Let the CA sign it (same command again) ------------------ openssl ca -in hrom-req.pem -out hrom-cert.pem -outdir MyOwnCA/newcerts After you get back the certificate from the CA, combine it with your private key and store the result as p12 file. This file can be imported into your browser. The browser will use this file to present to a server requiring it for access. openssl pkcs12 -export -name Hromadka -in hrom-cert.pem -inkey hrom-key.pem -out hrom.p12 Security Notes: Never give your private key to a CA, they only need the signing request. Never give away your p12 file. Always secure your private keys with a passphrase. Q. How to use c_rehash? ~~~~~~~~~~~~~~~~~~~~~~ One needs a working port of Perl and cp.exe to run this. Set OPENSSL to the full name of openssl executable. One may also need to change some ':' to $Config{path_sep}. c_rehash finds certs from environment variables and allows them to be recognized by openssl. Q. How to extract certificates from Internet Explorer? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ To make your own file of certificates, go to the "Tools/Internet Options/Content/Certificates/Trusted Root Certificates" section of IE. Select all the certificates, then "export" to a file. It will be saved as a PKCS#7 file, with suffix ".p7b". You can call it "ca_bundle.p7b". Then use openssl to convert it with the command: "openssl pkcs7 -inform DER -in ca_bundle.p7b -print_certs -text -out cert.pem". Ask your system administrator to put the file "cert.pem" in the openssl directory and c_rehash it. Then lynx can check the certificates against the set of certificates that you (or Microsoft) trusts, and you won't get the warning message any more. Q. How to install a self-signed certificate? ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ When you would like to trust a self-signed (non-commercial) certificate you will need to get hold of the actual file. If it's a cert local to your network you can ask the sysadmin to make it available for download as a link on a webpage. If such file is not human-readable it's probably DER formatted and will need to be converted to PEM format to allow openssl to use it. To convert DER formatted certificates into something openssl can deal with: Save the cert as site_name.crt in a directory. In that directory, type: openssl x509 -inform DER -in site_name.crt -outform PEM -out site_name.pem You can now copy this individual cert into the directory for that and hash the cert by running c_rehash. A complete discussion of this procedure for unix is in the document README.sslcerts.
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