symmetric-encryption ==================== * http://github.com/ClarityServices/symmetric-encryption ## Introduction Any project that wants to meet PCI compliance has to ensure that the data is encrypted whilst in flight and at rest. Amongst many other other requirements all passwords in configuration files have to be encrypted This Gem helps achieve compliance by supporting encryption of data in a simple and consistent way ## Security Many solutions that encrypt data require the encryption keys to be stored in the applications source code or leave it up to the developer to secure the keys on the application servers. symmetric-encryption takes care of securing the symmetric encryption keys. The following steps are used to secure the symmetric encryption keys using symmetric-encryption: * Symmetric Encryption keys are stored in files that are not part of the application, its source code, or even stored in its source control system. These files can be created, managed and further secured by System Administrators. This prevents developers having or needing to have access to the symmetric encryption keys * The Operating System security features limit access to the Symmetric Encryption key files to System Administrators and the userid under which the Rails application runs. * The files in which the Symmetric Encryption keys are stored are further encrypted using RSA 2048 bit encryption In order for anyone to decrypt the data being encrypted in the database, they would need access to ALL of the following: * A copy of the files containing the Symmetric Encryption Keys which are secured by the Operating System * The application source code containing the RSA private key to decrypt the above files * The userid and password for the database to copy the encrypted data itself, or an unsecured copy or export of the database contents A major feature of symmetric encryption is that it makes the encryption and decryption automatically available when the Rails application is started. This includes all rake tasks and the Rails console. In this way data can be encrypted or decrypted as part of any rake task. From a security perspective it is important then to properly secure the system so that no hacker can switch to and run as the rails user and thereby gain access to the encryption and decryption capabilities ## Features * Encryption of passwords in configuration files * Encryption of ActiveRecord model attributes by prefixing attributes / column names with encrypted_ * Externalization of symmetric encryption keys so that they are not in the source code, or the source code control system * Drop in replacement for attr_encrypted. Just remove the attr_encrypted gem * Compatible with the default Encryption algorithm in attr_encrypted * More efficient replacement for attr_encrypted since only ActiveRecord Models are extended with encrypted_ behavior, rather than every object in the system * Custom validator for ActiveRecord Models * Stream based encryption and decryption so that large files can be read or written with encryption * Stream based encryption and decryption also supports compression and decompression on the fly ## Examples ### Encryption Example ```ruby SymmetricEncryption.encrypt "Sensitive data" ``` ### Decryption Example ```ruby SymmetricEncryption.decrypt "JqLJOi6dNjWI9kX9lSL1XQ==\n" ``` ### ActiveRecord Example ```ruby class User < ActiveRecord::Base # Requires table users to have a column called encrypted_bank_account_number attr_encrypted :bank_account_number # Requires table users to have a column called encrypted_social_security_number attr_encrypted :social_security_number validates :encrypted_bank_account_number, :symmetric_encryption => true validates :encrypted_social_security_number, :symmetric_encryption => true end # Create a new user instance assigning a bank account number user = User.new user.bank_account_number = '12345' # Saves the bank_account_number in the column encrypted_bank_account_number in # encrypted form user.save! # Short example using create User.create(:bank_account_number => '12345') ``` ### Mongoid Example To encrypt a field in a Mongoid document, just add ":encrypted => true" at the end of the field specifier. The field name must currently begin with "encrypted_" ```ruby # User model in Mongoid class User include Mongoid::Document field :name, :type => String field :encrypted_bank_account_number, :type => String, :encrypted => true field :encrypted_social_security_number, :type => String, :encrypted => true end # Create a new user document User.create(:bank_account_number => '12345') # When finding a document, always use the encrypted form of the field name user = User.where(:encrypted_bank_account_number => SymmetricEncryption.encrypt('12345')).first # Fields can be accessed using their unencrypted names puts user.bank_account_number ``` ### Validation Example ```ruby class MyModel < ActiveRecord::Base validates :encrypted_ssn, :symmetric_encryption => true end m = MyModel.new m.valid? # => false m.encrypted_ssn = SymmetricEncryption.encrypt('123456789') m.valid? # => true ``` ### Encrypting Passwords in configuration files Passwords can be encrypted in any YAML configuration file. For example config/database.yml ```yaml --- production: adapter: mysql host: db1w database: myapp_production username: admin password: <%= SymmetricEncryption.try_decrypt "JqLJOi6dNjWI9kX9lSL1XQ==\n" %> ``` Note: Use SymmetricEncryption.try_decrypt method which will return nil if it fails to decrypt the value, which is essential when the encryption keys differ between environments Note: In order for the above technique to work in other YAML configuration files the YAML file must be processed using ERB prior to passing to YAML. For example ```ruby config_file = Rails.root.join('config', 'redis.yml') raise "redis config not found. Create a config file at: config/redis.yml" unless config_file.file? cfg = YAML.load(ERB.new(File.new(config_file).read).result)[Rails.env] raise("Environment #{Rails.env} not defined in redis.yml") unless cfg ``` ### Large File Encryption Example: Read and decrypt a line at a time from a file ```ruby SymmetricEncryption::Reader.open('encrypted_file') do |file| file.each_line do |line| puts line end end ``` Example: Encrypt and write data to a file ```ruby SymmetricEncryption::Writer.open('encrypted_file') do |file| file.write "Hello World\n" file.write "Keep this secret" end ``` Example: Compress, Encrypt and write data to a file ```ruby SymmetricEncryption::Writer.open('encrypted_compressed.zip', :compress => true) do |file| file.write "Hello World\n" file.write "Compress this\n" file.write "Keep this safe and secure\n" end ``` ### Standalone test Before generating keys we can use SymmetricEncryption in a standalone test environment: ```ruby # Use test encryption keys SymmetricEncryption.cipher = SymmetricEncryption::Cipher.new( :key => '1234567890ABCDEF1234567890ABCDEF', :iv => '1234567890ABCDEF', :cipher => 'aes-128-cbc' ) encrypted = SymmetricEncryption.encrypt('hello world') puts SymmetricEncryption.decrypt(encrypted) ``` ### Rake Tasks For PCI compliance developers should not be the ones creating or encrypting passwords. The following rake tasks can be used by system administrators to generate and encrypt passwords for databases, or external web calls. It is safe to pass the encrypted password for say MySQL to the developers who can then put it in the config files which are kept in source control. Generate a random password and display its encrypted form: rake symmetric_encryption:random_password Encrypt a known value, such as a password: rake symmetric_encryption:encrypt Note: Passwords must be encrypted in the environment in which they will be used. Since each environment should have its own symmetric encryption keys ## Installation ### Add to an existing Rails project Add the following line to Gemfile ```ruby gem 'symmetric-encryption' ``` Install the Gem with bundler bundle install ## Rails Configuration ### Creating the configuration file The configuration file contains the path to the production encryption key files. Generally in development and test the files are not created, so supply the full path to these files in production. Once the config file has been generated it can be modified as needed. Generate the configuration file: rails generate symmetric_encryption:config /etc/rails/keys Note: Ignore the warning about "Symmetric Encryption config not found" since it is being generated #### Save to version control This configuration file should be checked into the source code control system. It does Not include the Symmetric Encryption keys. They will be generated in the next step. ### Generating and securing the Symmetric Encryption keys Once development and testing is complete we need to generate secure encryption key files for production. It is recommended that the step below be run on only one of the production servers. The generated key files must then be copied to all the production web servers. Note: Do not run this step more than once, otherwise new keys will be generated and any encrypted data will no longer be accessible. Note: Do not run this step on more than one server in each environment otherwise each server will be encrypting with it's own key and the servers will not be able to decrypt data encrypted on another server. Just copy the generated files to each server The symmetric encryption key consists of the key itself and an optional initialization vector. To generate the keys run the following Rake task once only in each environment: rails generate symmetric_encryption:new_keys production Replace 'production' as necessary for each environment. Make sure that the current user has read and write access to the folder listed in the config file option key_filename. Note: Ignore the warning about the key files "not found or readable" since they are being generated Once the Symmetric Encryption keys have been generated, secure them further by making the files read-only to the Rails user and not readable by any other user. Change ownership of the keys to the rails user and only give it access to read the key files: chown rails /etc/rails/keys/* chmod 0400 /etc/rails/keys/* Change 'rails' above to the userid under which your Rails processes are run and update the path to the one supplied when generating the config file or look in the config file itself When running multiple Rails servers in a particular environment copy the same key files to every server in that environment. I.e. All Rails servers in each environment must run the same encryption keys. Note: The generate step above must only be run once in each environment ## Using in non-Rails environments SymmetricEncryption can also be used in non-Rails environment. Install SymmetricEncryption gem install symmetric-encryption Manually create a symmetric-encryption.yml configuration file based on the one supplied in examples/symmetric-encryption.yml. At application startup, run the code below to initialize symmetric-encryption prior to attempting to encrypt or decrypt any data ```ruby require 'symmetric-encryption' SymmetricEncryption.load!('config/symmetric-encryption.yml', 'production') ``` Parameters: * Filename of the configuration file created above * Name of the environment to load the configuration for To manually generate the symmetric encryption keys, run the code below ```ruby require 'symmetric-encryption' SymmetricEncryption.generate_symmetric_key_files('config/symmetric-encryption.yml', 'production') ``` Parameters: * Filename of the configuration file created above * Name of the environment to load the configuration for ## Supporting Multiple Encryption Keys According to the PCI Compliance documentation: "Cryptographic keys must be changed on an annual basis." During the transition period of moving from one encryption key to another symmetric-encryption supports multiple Symmetric Encryption keys. If decryption with the current key fails, any previous keys will also be tried automatically. By default the latest key is used for encrypting data. Another key can be specified for encryption so that old data can be looked in queries, etc. Since just the Symmetric Encryption keys are being changed, we can still continue to use the same RSA Private key for gaining access to the Symmetric Encryption Keys ### Configuring multiple Symmetric Encryption keys Create a configuration file in config/symmetric-encryption.yml per the following example: ```yaml # # Symmetric Encryption for Ruby # --- # For the development and test environments the test symmetric encryption keys # can be placed directly in the source code. # And therefore no RSA private key is required development: &development_defaults key: 1234567890ABCDEF1234567890ABCDEF iv: 1234567890ABCDEF cipher: aes-128-cbc test: <<: *development_defaults production: # Since the key to encrypt and decrypt with must NOT be stored along with the # source code, we only hold a RSA key that is used to unlock the file # containing the actual symmetric encryption key # # Sample RSA Key, DO NOT use this RSA key, generate a new one using # openssl genrsa 2048 private_rsa_key: | -----BEGIN RSA PRIVATE KEY----- MIIEpAIBAAKCAQEAxIL9H/jYUGpA38v6PowRSRJEo3aNVXULNM/QNRpx2DTf++KH 6DcuFTFcNSSSxG9n4y7tKi755be8N0uwCCuOzvXqfWmXYjbLwK3Ib2vm0btpHyvA qxgqeJOOCxKdW/cUFLWn0tACUcEjVCNfWEGaFyvkOUuR7Ub9KfhbW9cZO3BxZMUf IPGlHl/gWyf484sXygd+S7cpDTRRzo9RjG74DwfE0MFGf9a1fTkxnSgeOJ6asTOy fp9tEToUlbglKaYGpOGHYQ9TV5ZsyJ9jRUyb4SP5wK2eK6dHTxTcHvT03kD90Hv4 WeKIXv3WOjkwNEyMdpnJJfSDb5oquQvCNi7ZSQIDAQABAoIBAQCbzR7TUoBugU+e ICLvpC2wOYOh9kRoFLwlyv3QnH7WZFWRZzFJszYeJ1xr5etXQtyjCnmOkGAg+WOI k8GlOKOpAuA/PpB/leJFiYL4lBwU/PmDdTT0cdx6bMKZlNCeMW8CXGQKiFDOcMqJ 0uGtH5YD+RChPIEeFsJxnC8SyZ9/t2ra7XnMGiCZvRXIUDSEIIsRx/mOymJ7bL+h Lbp46IfXf6ZuIzwzoIk0JReV/r+wdmkAVDkrrMkCmVS4/X1wN/Tiik9/yvbsh/CL ztC55eSIEjATkWxnXfPASZN6oUfQPEveGH3HzNjdncjH/Ho8FaNMIAfFpBhhLPi9 nG5sbH+BAoGBAOdoUyVoAA/QUa3/FkQaa7Ajjehe5MR5k6VtaGtcxrLiBjrNR7x+ nqlZlGvWDMiCz49dgj+G1Qk1bbYrZLRX/Hjeqy5dZOGLMfgf9eKUmS1rDwAzBMcj M9jnnJEBx8HIlNzaR6wzp3GMd0rrccs660A8URvzkgo9qNbvMLq9vyUtAoGBANll SY1Iv9uaIz8klTXU9YzYtsfUmgXzw7K8StPdbEbo8F1J3JPJB4D7QHF0ObIaSWuf suZqLsvWlYGuJeyX2ntlBN82ORfvUdOrdrbDlmPyj4PfFVl0AK3U3Ai374DNrjKR hF6YFm4TLDaJhUjeV5C43kbE1N2FAMS9LYtPJ44NAoGAFDGHZ/E+aCLerddfwwun MBS6MnftcLPHTZ1RimTrNfsBXipBw1ItWEvn5s0kCm9X24PmdNK4TnhqHYaF4DL5 ZjbQK1idEA2Mi8GGPIKJJ2x7P6I0HYiV4qy7fe/w1ZlCXE90B7PuPbtrQY9wO7Ll ipJ45X6I1PnyfOcckn8yafUCgYACtPAlgjJhWZn2v03cTbqA9nHQKyV/zXkyUIXd /XPLrjrP7ouAi5A8WuSChR/yx8ECRgrEM65Be3qBEtoGCB4AS1G0NcigM6qhKBFi VS0aMXr3+V8argcUIwJaWW/x+p2go48yXlJpLHPweeXe8mXEt4iM+QZte6p2yKQ4 h9PGQQKBgQCqSydmXBnXGIVTp2sH/2GnpxLYnDBpcJE0tM8bJ42HEQQgRThIChsn PnGA91G9MVikYapgI0VYBHQOTsz8rTIUzsKwXG+TIaK+W84nxH5y6jUkjqwxZmAz r1URaMAun2PfAB4g2N/kEZTExgeOGqXjFhvvjdzl97ux2cTyZhaTXg== -----END RSA PRIVATE KEY----- # List Symmetric Key files in the order of current / latest first ciphers: - # Filename containing Symmetric Encryption Key encrypted using the # RSA public key derived from the private key above key_filename: /etc/rails/.rails.key iv_filename: /etc/rails/.rails.iv # Encryption cipher # Recommended values: # aes-256-cbc # 256 AES CBC Algorithm. Very strong # Ruby 1.8.7 MRI Approximately 100,000 encryptions or decryptions per second # JRuby 1.6.7 with Ruby 1.8.7 Approximately 22,000 encryptions or decryptions per second # aes-128-cbc # 128 AES CBC Algorithm. Less strong. # Ruby 1.8.7 MRI Approximately 100,000 encryptions or decryptions per second # JRuby 1.6.7 with Ruby 1.8.7 Approximately 22,000 encryptions or decryptions per second cipher: aes-256-cbc - # OPTIONAL: # # Any previous Symmetric Encryption Keys # # Only used when old data still exists that requires old decryption keys # to be used key_filename: /etc/rails/.rails_old.key iv_filename: /etc/rails/.rails_old.iv cipher: aes-256-cbc ``` ## Future Enhancements * Ability to randomly generate a new initialization vector (iv) with every encryption and put the iv in the encrypted data as its header * With file encryption randomly generate a new key and initialization vector (iv) with every file encryption and put the key and iv in the encrypted data as its header which is encrypted using the global key and iv Submit an issue ticket to request any of the following features: * Ability to entirely disable encryption for a specific environment. SymmetricEncryption.encrypt() would return the supplied data without encrypting it and SymmetricEncryption.decrypt() would return the supplied data without decrypting it * Support for automatically compressing data prior to encrypting it when the data exceeds some predefined size. And automatically decompressing the data during decryption Meta ---- * Code: `git clone git://github.com/ClarityServices/symmetric-encryption.git` * Home: * Issues: * Gems: This project uses [Semantic Versioning](http://semver.org/). Authors ------- Reid Morrison :: reidmo@gmail.com :: @reidmorrison License ------- Copyright 2012 Clarity Services, Inc. Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at http://www.apache.org/licenses/LICENSE-2.0 Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License. Compliance ---------- Although this library has assisted Clarity in meeting PCI Compliance it in no way guarantees that PCI Compliance will be met by anyone using this library for encryption purposes.