6. Retransmissions
ZRTP uses two retransmission timers T1 and T2. T1 is used for retransmission of Hello messages, when the support of ZRTP by the other endpoint may not be known. T2 is used in retransmissions of all the other ZRTP messages. All message retransmissions MUST be identical to the initial message including nonces, public values, etc; otherwise, hashes of the message sequences may not agree. Practical experience has shown that RTP packet loss at the start of an RTP session can be extremely high. Since the entire ZRTP message exchange occurs during this period, the defined retransmission scheme
is defined to be aggressive. Since ZRTP packets with the exception of the DHPart1 and DHPart2 messages are small, this should have minimal effect on overall bandwidth utilization of the media session. ZRTP endpoints MUST NOT exceed the bandwidth of the resulting media session as determined by the offer/answer exchange in the signaling layer. The Ping message (Section 5.15) may follow the same retransmission schedule as the Hello message, but this is not required in this specification. Ping message retransmission is subject to application-specific ZRTP proxy heuristics. Hello ZRTP messages are retransmitted at an interval that starts at T1 seconds and doubles after every retransmission, capping at 200 ms. T1 has a recommended initial value of 50 ms. A Hello message is retransmitted 20 times before giving up, which means the entire retry schedule for Hello messages is exhausted after 3.75 seconds (50 + 100 + 18*200 ms). Retransmission of a Hello ends upon receipt of a HelloACK or Commit message. The post-Hello ZRTP messages are retransmitted only by the session initiator -- that is, only Commit, DHPart2, and Confirm2 are retransmitted if the corresponding message from the responder, DHPart1, Confirm1, and Conf2ACK, are not received. Note that the Confirm2 message retransmission can also be stopped by receiving the first SRTP media (with a valid SRTP auth tag) from the responder. The GoClear, Error, and SASrelay messages may be initiated and retransmitted by either party, and responded to by the other party, regardless of which party is the overall session initiator. They are retransmitted if the corresponding response message ClearACK, ErrorACK, and RelayACK are not received. Non-Hello (and non-Ping) ZRTP messages are retransmitted at an interval that starts at T2 seconds and doubles after every retransmission, capping at 1200 ms. T2 has a recommended initial value of 150 ms. Each non-Hello message is retransmitted 10 times before giving up, which means the entire retry schedule is exhausted after 9.45 seconds (150 + 300 + 600 + 7*1200 ms). Only the initiator performs retransmissions. Each message has a response message that stops retransmissions, as shown in the table below. The higher values of T2 means that retransmissions will likely occur only in the event of packet loss.
Message Acknowledgement Message ------- ----------------------- Hello HelloACK or Commit Commit DHPart1 or Confirm1 DHPart2 Confirm1 Confirm2 Conf2ACK or SRTP media GoClear ClearACK Error ErrorACK SASrelay RelayACK Ping PingACK Table 9. Retransmitted ZRTP Messages and Responses The retry schedule must handle not only packet loss, but also slow or heavily loaded peers that need additional time to perform their DH calculations. The following mitigations are recommended: o Slow or heavily loaded ZRTP endpoints that are at risk of taking too long to perform their DH calculation SHOULD use a HelloACK message instead of a Commit message to reply to a Hello from the other party. o If a ZRTP endpoint has evidence that the other party is a ZRTP endpoint, by receiving a Hello message or Ping message, or by receiving a Hello Hash in the signaling layer, it SHOULD extend its own Hello retry schedule to span at least 12 seconds of retries. If this extended Hello retry schedule is exhausted without receiving a HelloACK or Commit message, a late Commit message from the peer SHOULD still be accepted. These recommended retransmission intervals are designed for a typical broadband Internet connection. In some high-latency communication channels, such as those provided by some mobile phone environments or geostationary satellites, a different retransmission schedule may be used. The initial value for the T1 or T2 retransmission timer should be increased to be no less than the round-trip time provided by the communications channel. It should take into account the time required to transmit the entire message and the entire reply, as well as a reasonable time estimate to perform the DH calculation. ZRTP has its own retransmission schedule because it is carried along with RTP, usually over UDP. In unusual cases, RTP can run over a non-UDP transport, such as TCP or DCCP, which provides its own built-in retransmission mechanism. It may be hard for the ZRTP endpoint to detect that TCP is being used if media relays are involved. The ZRTP endpoint may be sending only UDP, but there may be a media relay along the media path that converts from UDP to TCP for part of the journey. Or, if the ZRTP endpoint is sending TCP,
the media relay might be converting from TCP to UDP. There have been empirical observations of this in the wild. In cases where TCP is used, ZRTP and TCP might together generate some extra retransmissions. It is tempting to avoid this effect by eliminating the ZRTP retransmission schedule when connected to a TCP channel, but that would risk failure of the protocol, because it may not be TCP all the way to the remote ZRTP endpoint. It only takes a few packets to complete a ZRTP exchange, so trying to optimize out the extra retransmissions in that scenario is not worth the risk. After receiving a Commit message, but before receiving a Confirm2 message, if a ZRTP responder receives no ZRTP messages for more than 10 seconds, the responder MAY send a protocol timeout Error message and terminate the ZRTP protocol.7. Short Authentication String
This section will discuss the implementation of the Short Authentication String, or SAS in ZRTP. The SAS can be verbally compared by the human users reading the string aloud, or it can be compared by validating an OPTIONAL digital signature (described in Section 7.2) exchanged in the Confirm1 or Confirm2 messages. The use of hash commitment in the DH exchange (Section 4.4.1.1) constrains the attacker to only one guess to generate the correct SAS in his attack, which means the SAS can be quite short. A 16-bit SAS, for example, provides the attacker only one chance out of 65536 of not being detected. How the hash commitment enables the SAS to be so short is explained in Section 4.4.1.1. There is only one SAS value computed per call. That is the SAS value for the first media stream established, which is calculated in Section 4.5.2. This SAS applies to all media streams for the same session. The SAS SHOULD be rendered to the user for authentication. The rendering of the SAS value through the user interface at both endpoints depends on the SAS Type agreed upon in the Commit message. See Section 5.1.6 for a description of how the SAS is rendered to the user. The SAS is not treated as a secret value, but it must be compared to see if it matches at both ends of the communications channel. The two users verbally compare it using their human voices, human ears, and human judgement. If it doesn't match, it indicates the presence of a MiTM attack.
It is worse than useless and absolutely unsafe to rely on a robot voice from the remote endpoint to compare the SAS, because a robot voice can be trivially forged by a MiTM. The SAS verbal comparison can only be done with a real live human at the remote endpoint.7.1. SAS Verified Flag
The SAS Verified flag (V) is set based on the user indicating that SAS comparison has been successfully performed. The SAS Verified flag is exchanged securely in the Confirm1 and Confirm2 messages (Figure 10) of the next session. In other words, each party sends the SAS Verified flag from the previous session in the Confirm message of the current session. It is perfectly reasonable to have a ZRTP endpoint that never sets the SAS Verified flag, because it would require adding complexity to the user interface to allow the user to set it. The SAS Verified flag is not required to be set, but if it is available to the client software, it allows for the possibility that the client software could render to the user that the SAS verify procedure was carried out in a previous session. Regardless of whether there is a user interface element to allow the user to set the SAS Verified flag, it is worth caching a shared secret, because doing so reduces opportunities for an attacker in the next call. If at any time the users carry out the SAS comparison procedure, and it actually fails to match, then this means there is a very resourceful MiTM. If this is the first call, the MiTM was there on the first call, which is impressive enough. If it happens in a later call, it also means the MiTM must also know the cached shared secret, because you could not have carried out any voice traffic at all unless the session key was correctly computed and is also known to the attacker. This implies the MiTM must have been present in all the previous sessions, since the initial establishment of the first shared secret. This is indeed a resourceful attacker. It also means that if at any time he ceases his participation as a MiTM on one of your calls, the protocol will detect that the cached shared secret is no longer valid -- because it was really two different shared secrets all along, one of them between Alice and the attacker, and the other between the attacker and Bob. The continuity of the cached shared secrets makes it possible for us to detect the MiTM when he inserts himself into the ongoing relationship, as well as when he leaves. Also, if the attacker tries to stay with a long lineage of calls, but fails to execute a DH MiTM attack for even one missed call, he is permanently excluded. He can no longer resynchronize with the chain of cached shared secrets.
A user interface element (i.e., a checkbox or button) is needed to allow the user to tell the software the SAS verify was successful, causing the software to set the SAS Verified flag (V), which (together with our cached shared secret) obviates the need to perform the SAS procedure in the next call. An additional user interface element can be provided to let the user tell the software he detected an actual SAS mismatch, which indicates a MiTM attack. The software can then take appropriate action, clearing the SAS Verified flag, and erase the cached shared secret from this session. It is up to the implementer to decide if this added user interface complexity is warranted. If the SAS matches, it means there is no MiTM, which also implies it is now safe to trust a cached shared secret for later calls. If inattentive users don't bother to check the SAS, it means we don't know whether there is or is not a MiTM, so even if we do establish a new cached shared secret, there is a risk that our potential attacker may have a subsequent opportunity to continue inserting himself in the call, until we finally get around to checking the SAS. If the SAS matches, it means no attacker was present for any previous session since we started propagating cached shared secrets, because this session and all the previous sessions were also authenticated with a continuous lineage of shared secrets.7.2. Signing the SAS
In most applications, it is desirable to avoid the added complexity of a PKI-backed digital signature, which is why ZRTP is designed not to require it. Nonetheless, in some applications, it may be hard to arrange for two human users to verbally compare the SAS. Or, an application may already be using an existing PKI and wants to use it to augment ZRTP. To handle these cases, ZRTP allows for an OPTIONAL signature feature, which allows the SAS to be checked without human participation. The SAS MAY be signed and the signature sent inside the Confirm1, Confirm2 (Figure 10), or SASrelay (Figure 16) messages. The signature type (Section 5.1.7), length of the signature, and the key used to create the signature (or a link to it) are all sent along with the signature. The signature is calculated across the entire SAS hash result (sashash), from which the sasvalue was derived. The signatures exchanged in the encrypted Confirm1, Confirm2, or SASrelay messages MAY be used to authenticate the ZRTP exchange. A signature may be sent only in the initial media stream in a DH or ECDH ZRTP exchange, not in Multistream mode.
Although the signature is sent, the material that is signed, the sashash, is not sent with it in the Confirm message, since both parties have already independently calculated the sashash. That is not the case for the SASrelay message, which must relay the sashash. To avoid unnecessary signature calculations, a signature SHOULD NOT be sent if the other ZRTP endpoint did not set the (S) flag in the Hello message (Section 5.2). Note that the choice of hash algorithm used in the digital signature is independent of the hash used in the sashash. The sashash is determined by the negotiated Hash Type (Section 5.1.2), while the hash used by the digital signature is separately defined by the digital signature algorithm. For example, the sashash may be based on SHA-256, while the digital signature might use SHA-384, if an ECDSA P-384 key is used. If the sashash (which is always truncated to 256 bits) is shorter than the signature hash, the security is not weakened because the hash commitment precludes the attacker from searching for sashash collisions. ECDSA algorithms may be used with either OpenPGP-formatted keys, or X.509v3 certificates. If the ZRTP key exchange is ECDH, and the SAS is signed, then the signature SHOULD be ECDSA, and SHOULD use the same size curve as the ECDH exchange if an ECDSA key of that size is available. If a ZRTP endpoint supports incoming signatures (evidenced by setting the (S) flag in the Hello message), it SHOULD be able to parse signatures from the other endpoint in OpenPGP format and MUST be able to parse them in X.509v3 format. If the incoming signature is in an unsupported format, or the trust model does not lead to a trusted introducer or a trusted certificate authority (CA), another authentication method may be used if available, such as the SAS compare, or a cached shared secret from a previous session. If none of these methods are available, it is up to the ZRTP user agent and the user to decide whether to proceed with the call, after the user is informed. Both ECDSA and DSA [FIPS-186-3] have a feature that allows most of the signature calculation to be done in advance of the session, reducing latency during call setup. This is useful for low-power mobile handsets. ECDSA is preferred because it has compact keys as well as compact signatures. If the signature along with its public key certificate are insufficiently compact, the Confirm message may become too long for the maximum transmission unit (MTU) size, and UDP fragmentation
may result. Some firewalls and NATs may discard fragmented UDP packets, which would cause the ZRTP exchange to fail. It is RECOMMENDED that a ZRTP endpoint avoid sending signatures if they would cause UDP fragmentation. For a discussion on MTU size and PMTU discovery, see [RFC1191] and [RFC1981]. From a packet-size perspective, ECDSA and DSA both produce equally compact signatures for a given signature strength. DSA keys are much bigger than ECDSA keys, but in the case of OpenPGP signatures, the public key is not sent along with the signature. All signatures generated MUST use only NIST-approved hash algorithms, and MUST avoid using SHA1. This applies to both OpenPGP and X.509v3 signatures. NIST-approved hash algorithms are found in [FIPS-180-3] or its SHA-3 successor. All ECDSA curves used throughout this spec are over prime fields, drawn from Appendix D.1.2 of [FIPS-186-3].7.2.1. OpenPGP Signatures
If the SAS Signature Type (Section 5.1.7) specifies an OpenPGP signature ("PGP "), the signature-related fields are arranged as follows. The first field after the 4-octet Signature Type Block is the OpenPGP signature. The format of this signature and the algorithms that create it are specified by [RFC4880]. The signature is comprised of a complete OpenPGP version 4 signature in binary form (not Radix-64), as specified in RFC 4880, Section 5.2.3, enclosed in the full OpenPGP packet syntax. The length of the OpenPGP signature is parseable from the signature, and depends on the type and length of the signing key. If OpenPGP signatures are supported, an implementation SHOULD NOT generate signatures using any other signature algorithm except DSA or ECDSA (ECDSA is a reserved algorithm type in RFC 4880), but MAY accept other signature types from the other party. DSA signatures with keys shorter than 2048 bits or longer than 3072 bits MUST NOT be generated. Implementers should be aware that ECDSA signatures for OpenPGP are expected to become available when the work in progress [ECC-OpenPGP] becomes an RFC. Any use of ECDSA signatures in ZRTP SHOULD NOT generate signatures using ECDSA key sizes other than P-224, P-256, and P-384, as defined in [FIPS-186-3]. RFC 4880, Section 5.2.3.18, specifies a way to embed, in an OpenPGP signature, a URI of the preferred key server. The URI should be fully specified to obtain the public key of the signing key that created the signature. This URI MUST be present. It is up to the
recipient of the signature to obtain the public key of the signing key and determine its validity status using the OpenPGP trust model discussed in [RFC4880]. The contents of Figure 20 lie inside the encrypted region of the Confirm message (Figure 10) or the SASrelay message (Figure 16). The total length of all the material in Figure 20, including the key server URI, must not exceed 511 32-bit words (2044 octets). This length, in words, is stored in the signature length field in the Confirm or SASrelay message containing the signature. It is desirable to avoid UDP fragmentation, so the URI should be kept short. 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 +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+ | Signature Type Block = "PGP " (1 word) | +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+ | | | OpenPGP signature | | (variable length) | | . . . | | | +===============================================================+ Figure 20: OpenPGP Signature Format7.2.2. ECDSA Signatures with X.509v3 Certs
If the SAS Signature Type (Section 5.1.7) is "X509", the ECDSA signature-related fields are arranged as follows. The first field after the 4-octet Signature Type Block is the DER encoded X.509v3 certificate (the signed public key) of the ECDSA signing key that created the signature. The format of this certificate is specified by the NSA's Suite B Certificate and CRL Profile [RFC5759]. Following the X.509v3 certificate at the next word boundary is the ECDSA signature itself. The size of this field depends on the size and type of the public key in the aforementioned certificate. The format of this signature and the algorithms that create it are specified by [FIPS-186-3]. The signature is comprised of the ECDSA signature output parameters (r, s) in binary form, concatenated, in network byte order, with no truncation of leading zeros. The first half of the signature is r and the second half is s. If ECDSA P-256
is specified, the signature fills 16 words (64 octets), 32 octets each for r and s. If ECDSA P-384 is specified, the signature fills 24 words (96 octets), 48 octets each for r and s. It is up to the recipient of the signature to use information in the certificate and path discovery mechanisms to trace the chain back to the root CA. It is recommended that end user certificates issued for secure telephony should contain appropriate path discovery links to facilitate this. Figure 21 shows a certificate and an ECDSA signature. All this material lies inside the encrypted region of the Confirm message (Figure 10) or the SASrelay message (Figure 16). The total length of all the material in Figure 21, including the X.509v3 certificate, must not exceed 511 32-bit words (2044 octets). This length, in words, is stored in the signature length field in the Confirm or SASrelay message containing the signature. It is desirable to avoid UDP fragmentation, so the certificate material should be kept to a much smaller size than this. End user certs issued for this purpose should minimize the size of extraneous material such as legal notices. 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 +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+ | Signature Type Block = "X509" (1 word) | +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+ | | | Signing key's X.509v3 certificate | | (variable length) | | . . . | | | +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+ | | | ECDSA P-256 or P-384 signature | | (16 words or 24 words) | | . . . | | | +===============================================================+ Figure 21: X.509v3 ECDSA Signature Format7.2.3. Signing the SAS without a PKI
It's not strictly necessary to use a PKI to back the public key that signs the SAS. For example, it is possible to use a self-signed X.509v3 certificate or an OpenPGP key that is not signed by any other
key. In this scenario, the same key continuity technique used by SSH [RFC4251] may be used. The public key is cached locally the first time it is encountered, and when the same public key is encountered again in subsequent sessions, it's deemed not to be a MiTM attack. If there is no MiTM attack in the first session, there cannot be a MiTM attack in any subsequent session. This is exactly how SSH does it. Of course, the security rests on the assumption that the MiTM did not attack in the first session. That assumption seems to work most of the time in the SSH world. The user would have to be warned the first time a public key is encountered, just as in SSH. If possible, the SAS should be checked before the user consents to caching the new public key. If the SAS matches in the first session, there is no MiTM, and it's safe to cache the public key. If no SAS comparison is possible, it's up to the user, or up to the application, to decide whether to take a leap of faith and proceed. That's how SSH works most of the time, because SSH users don't have the chance to verbally compare an SAS with anyone. For a phone that is SIP-registered to a PBX, it may be provisioned with the public key of the PBX, using a trusted automated provisioning process. Even without a PKI, the phone knows that the public key is the correct one, since it was provisioned into the phone by a trusted provisioning mechanism. This makes it easy for the phone to access several automated services commonly offered by a PBX, such as voice mail or a conference bridge, where there is no human at the PBX to do a verbal SAS compare. The same provisioning may be used to preload the pbxsecret into the phone, which is discussed in Section 7.3.1.7.3. Relaying the SAS through a PBX
ZRTP is designed to use end-to-end encryption. The two parties' verbal comparison of the short authentication string (SAS) depends on this assumption. But in some PBX environments, such as Asterisk, there are usage scenarios that have the PBX acting as a trusted MiTM, which means there are two back-to-back ZRTP connections with separate session keys and separate SASs. For example, imagine that Bob has a ZRTP-enabled VoIP phone that has been registered with his company's PBX, so that it is regarded as an extension of the PBX. Alice, whose phone is not associated with the PBX, might dial the PBX from the outside, and a ZRTP connection is negotiated between her phone and the PBX. She then selects Bob's extension from the company directory in the PBX. The PBX makes a call to Bob's phone (which might be offsite, many miles away from the PBX through the Internet) and a separate ZRTP connection is
negotiated between the PBX and Bob's phone. The two ZRTP sessions have different session keys and different SASs, which would render the SAS useless for verbal comparison between Alice and Bob. They might even mistakenly believe that a wiretapper is present because of the SAS mismatch, causing undue alarm. ZRTP has a mechanism for solving this problem by having the PBX relay the Alice/PBX SAS to Bob, sending it through to Bob in a special SASrelay message as defined in Section 5.13, which is sent after the PBX/Bob ZRTP negotiation is complete, after the Confirm messages. Only the PBX, acting as a special trusted MiTM (trusted by the recipient of the SASrelay message), will relay the SAS. The SASrelay message protects the relayed SAS from tampering via an included MAC, similar to how the Confirm message is protected. Bob's ZRTP-enabled phone accepts the relayed SAS for rendering only because Bob's phone had previously been configured to trust the PBX. This special trusted relationship with the PBX can be established through a special security enrollment procedure (Section 7.3.1). After that enrollment procedure, the PBX is treated by Bob as a special trusted MiTM. This results in Alice's SAS being rendered to Bob, so that Alice and Bob may verbally compare them and thus prevent a MiTM attack by any other untrusted MiTM. A real "bad-guy" MiTM cannot exploit this protocol feature to mount a MiTM attack and relay Alice's SAS to Bob, because Bob has not previously carried out a special registration ritual with the bad guy. The relayed SAS would not be rendered by Bob's phone, because it did not come from a trusted PBX. The recognition of the special trust relationship is achieved with the prior establishment of a special shared secret between Bob and his PBX, which is called pbxsecret (defined in Section 7.3.1), also known as the trusted MiTM key. The trusted MiTM key can be stored in a special cache at the time of the initial enrollment (which is carried out only once for Bob's phone), and Bob's phone associates this key with the ZID of the PBX, while the PBX associates it with the ZID of Bob's phone. After the enrollment has established and stored this trusted MiTM key, it can be detected during subsequent ZRTP session negotiations between the PBX and Bob's phone, because the PBX and the phone MUST pass the hash of the trusted MiTM key in the DH message. It is then used as part of the key agreement to calculate s0. The PBX can determine whether it is trusted by the ZRTP user agent of a phone. The presence of a shared trusted MiTM key in the key negotiation sequence indicates that the phone has been enrolled with this PBX and therefore trusts it to act as a trusted MiTM. During a key agreement with two other ZRTP endpoints, the PBX may have a
shared trusted MiTM key with both endpoints, only one endpoint, or neither endpoint. If the PBX has a shared trusted MiTM key with neither endpoint, the PBX MUST NOT relay the SAS. If the PBX has a shared trusted MiTM key with only one endpoint, the PBX MUST relay the SAS from one party to the other by sending an SASrelay message to the endpoint with which it shares a trusted MiTM key. If the PBX has a (separate) shared trusted MiTM key with each of the endpoints, the PBX MUST relay the SAS to only one endpoint, not both endpoints. Note: In the case of a PBX sharing trusted MiTM keys with both endpoints, it does not matter which endpoint receives the relayed SAS as long as only one endpoint receives it. The relayed SAS fields contain the SAS rendering type and the complete sashash. The receiver absolutely MUST NOT render the relayed SAS if it does not come from a specially trusted ZRTP endpoint. The security of the ZRTP protocol depends on not rendering a relayed SAS from an untrusted MiTM, because it may be relayed by a MiTM attacker. See the SASrelay message definition (Figure 16) for further details. To ensure that both Alice and Bob will use the same SAS rendering scheme after the keys are negotiated, the PBX also sends the SASrelay message to the unenrolled party (which does not regard this PBX as a trusted MiTM), conveying the SAS rendering scheme, but not the sashash, which it sets to zero. The unenrolled party will ignore the relayed SAS field, but will use the specified SAS rendering scheme. It is possible to route a call through two ZRTP-enabled PBXs using this scheme. Assume Alice is a ZRTP endpoint who trusts her local PBX in Atlanta, and Bob is a ZRTP endpoint who trusts his local PBX in Biloxi. The call is routed from Alice to the Atlanta PBX to the Biloxi PBX to Bob. Atlanta would relay the Atlanta-Biloxi SAS to Alice because Alice is enrolled with Atlanta, and Biloxi would relay the Atlanta-Biloxi SAS to Bob because Bob is enrolled with Biloxi. The two PBXs are not assumed to be enrolled with each other in this example. Both Alice and Bob would view and verbally compare the same relayed SAS, the Atlanta-Biloxi SAS. No more than two trusted MiTM nodes can be traversed with this relaying scheme. This behavior is extended to two PBXs that are enrolled with each other, via this rule: In the case of a PBX sharing trusted MiTM keys with both endpoints (i.e., both enrolled with this PBX), one of which is another PBX (evidenced by the M-flag) and one of which is a non-PBX, the MiTM PBX must always relay the PBX-to-PBX SAS to the non-PBX endpoint.
A ZRTP endpoint phone that trusts a PBX to act as a trusted MiTM is effectively delegating its own policy decisions of algorithm negotiation to the PBX. When a PBX is between two ZRTP endpoints and is terminating their media streams at the PBX, the PBX presents its own ZID to the two parties, eclipsing the ZIDs of the two parties from each other. For example, if several different calls are routed through such a PBX to several different ZRTP-enabled phones behind the PBX, only a single ZID is presented to the calling party in every case -- the ZID of the PBX itself. The next section describes the initial enrollment procedure that establishes a special shared secret, a trusted MiTM key, between a PBX and a phone, so that the phone will learn to recognize the PBX as a trusted MiTM.7.3.1. PBX Enrollment and the PBX Enrollment Flag
Both the PBX and the endpoint need to know when enrollment is taking place. One way of doing this is to set up an enrollment extension on the PBX that a newly configured endpoint would call and establish a ZRTP session. The PBX would then play audio media that offers the user an opportunity to configure his phone to trust this PBX as a trusted MiTM. The PBX calculates and stores the trusted MiTM shared secret in its cache and associates it with this phone, indexed by the phone's ZID. The trusted MiTM PBX shared secret is derived from ZRTPSess via the ZRTP key derivation function (Section 4.5.1) in this manner: pbxsecret = KDF(ZRTPSess, "Trusted MiTM key", (ZIDi || ZIDr), 256) The pbxsecret is calculated for the whole ZRTP session, not for each stream within a session, thus the KDF Context field in this case does not include any stream-specific nonce material. The PBX signals the enrollment process by setting the PBX Enrollment flag (E) in the Confirm message (Figure 10). This flag is used to trigger the ZRTP endpoint's user interface to prompt the user to see if it wants to trust this PBX and calculate and store the pbxsecret in the cache. If the user decides to respond by activating the appropriate user interface element (a menu item, checkbox, or button), his ZRTP user agent calculates pbxsecret using the same formula, and saves it in a special cache entry associated with this PBX.
During a PBX enrollment, the GoClear features are disabled. If the (E) flag is set by the PBX, the PBX MUST NOT set the Allow Clear (A) flag. Thus, (E) implies not (A). If a received Confirm message has the (E) flag set, the (A) flag MUST be disregarded and treated as false. If the user elects not to enroll, perhaps because he dialed a wrong number or does not yet feel comfortable with this PBX, he can simply hang up and not save the pbxsecret in his cache. The PBX will have it saved in the PBX cache, but that will do no harm. The SASrelay scheme does not depend on the PBX trusting the phone. It only depends on the phone trusting the PBX. It is the phone (the user) who is at risk if the PBX abuses its MiTM privileges. An endpoint MUST NOT store the pbxsecret in the cache without explicit user authorization. After this enrollment process, the PBX and the ZRTP-enabled phone both share a secret that enables the phone to recognize the PBX as a trusted MiTM in future calls. This means that when a future call from an outside ZRTP-enabled caller is relayed through the PBX to this phone, the phone will render a relayed SAS from the PBX. If the SASrelay message comes from a MiTM that does not know the pbxsecret, the phone treats it as a bad-guy MiTM, and refuses to render the relayed SAS. Regardless of which party initiates any future phone calls through the PBX, the enrolled phone or the outside phone, the PBX will relay the SAS to the enrolled phone. This enrollment procedure is designed primarily for phones that are already associated with the PBX -- enterprise phones that are "behind" the PBX. It is not intended for the countless outside phones that are not registered to this PBX's SIP server. It should be regarded as part of the installation and provisioning process for a new phone in the organization. There are more streamlined methods to configure ZRTP user agents to trust a PBX. In large scale deployments, the pbxsecret may be configured into the phone by an automated provisioning process, which may be less burdensome for the users and less error prone. This specification does not require a manual enrollment process. Any process that results in a pbxsecret to be computed and shared between the PBX and the phone will suffice, as long as the user is made aware that this puts the PBX in a position to wiretap the calls. It is recommended that a ZRTP client not proceed with the PBX enrollment procedure without evidence that a MiTM attack is not taking place during the enrollment session. It would be especially damaging if a MiTM tricks the client into enrolling with the wrong
PBX. That would enable the malevolent MiTM to wiretap all future calls without arousing suspicion, because he would appear to be trusted.8. Signaling Interactions
This section discusses how ZRTP, SIP, and SDP work together. Note that ZRTP may be implemented without coupling with the SIP signaling. For example, ZRTP can be implemented as a "bump in the wire" or as a "bump in the stack" in which RTP sent by the SIP User Agent (UA) is converted to ZRTP. In these cases, the SIP UA will have no knowledge of ZRTP. As a result, the signaling path discovery mechanisms introduced in this section should not be definitive -- they are a hint. Despite the absence of an indication of ZRTP support in an offer or answer, a ZRTP endpoint SHOULD still send Hello messages. ZRTP endpoints that have control over the signaling path include a ZRTP SDP attributes in their SDP offers and answers. The ZRTP attribute, a=zrtp-hash, is used to indicate support for ZRTP and to convey a hash of the Hello message. The hash is computed according to Section 8.1. Aside from the advantages described in Section 8.1, there are a number of potential uses for this attribute. It is useful when signaling elements would like to know when ZRTP may be utilized by endpoints. It is also useful if endpoints support multiple methods of SRTP key management. The ZRTP attribute can be used to ensure that these key management approaches work together instead of against each other. For example, if only one endpoint supports ZRTP, but both support another method to key SRTP, then the other method will be used instead. When used in parallel, an SRTP secret carried in an a=keymgt [RFC4567] or a=crypto [RFC4568] attribute can be used as a shared secret for the srtps computation defined in Section 8.2. The ZRTP attribute is also used to signal to an intermediary ZRTP device not to act as a ZRTP endpoint, as discussed in Section 10. The a=zrtp-hash attribute can only be included in the SDP at the media level since Hello messages sent in different media streams will have unique hashes.
The ABNF for the ZRTP attribute is as follows: zrtp-attribute = "a=zrtp-hash:" zrtp-version zrtp-hash-value zrtp-version = token zrtp-hash-value = 1*(HEXDIG) Here's an example of the ZRTP attribute in an initial SDP offer or answer used at the media level, using the <allOneLine> convention defined in RFC 4475, Section 2.1 [RFC4475]: v=0 o=bob 2890844527 2890844527 IN IP4 client.biloxi.example.com s= c=IN IP4 client.biloxi.example.com t=0 0 m=audio 3456 RTP/AVP 97 33 a=rtpmap:97 iLBC/8000 a=rtpmap:33 no-op/8000 <allOneLine> a=zrtp-hash:1.10 fe30efd02423cb054e50efd0248742ac7a52c8f91bc2 df881ae642c371ba46df </allOneLine> A mechanism for carrying this same zrtp-hash information in the Jingle signaling protocol is defined in [XEP-0262]. It should be safe to send ZRTP messages even when there is no evidence in the signaling that the other party supports it, because ZRTP has been designed to be clearly different from RTP, having a similar structure to STUN packets sent during an ICE exchange.8.1. Binding the Media Stream to the Signaling Layer via the Hello Hash
Tying the media stream to the signaling channel can help prevent a third party from inserting false media packets. If the signaling layer contains information that ties it to the media stream, false media streams can be rejected. To accomplish this, the entire Hello message (Figure 3) is hashed, using the hash algorithm defined in Section 5.1.2.2. The ZRTP packet framing from Figure 2 is not included in the hash. The resulting hash image is made available without truncation to the signaling layer, where it is transmitted as a hexadecimal value in the SIP channel using the SDP attribute a=zrtp-hash, defined in this specification. Assuming Section 5.1.2.2 defines a 256-bit hash length, the a=zrtp-hash field in the SDP attribute carries 64
hexadecimal digits. Each media stream (audio or video) will have a separate Hello message, and thus will require a separate a=zrtp-hash in an SDP attribute. The recipient of the SIP/SDP message can then use this hash image to detect and reject false Hello messages in the media channel, as well as identify which media stream is associated with this SIP call. Each Hello message hashes uniquely, because it contains the H3 field derived from a random nonce, defined in Section 9. The Hello Hash as an SDP attribute is not a REQUIRED feature, because some ZRTP endpoints do not have the ability to add SDP attributes to the signaling. For example, if ZRTP is implemented in a hardware bump-in-the-wire device, it might only have the ability to modify the media packets, not the SIP packets, especially if the SIP packets are integrity protected and thus cannot be modified on the wire. If the SDP has no hash image of the ZRTP Hello message, the recipient's ZRTP user agent cannot check it, and thus will not be able to reject Hello messages based on this hash. After the Hello Hash is used to properly identify the ZRTP Hello message as belonging to this particular SIP call, the rest of the ZRTP message sequence is protected from false packet injection by other protection mechanisms, such as the hash chaining mechanism defined in Section 9. An attacker who controls only the signaling layer, such as an uncooperative VoIP service provider, may be able to deny service by corrupting the hash of the Hello message in the SDP attribute, which would force ZRTP to reject perfectly good Hello messages. If there is reason to believe this is happening, the ZRTP endpoint MAY allow Hello messages to be accepted that do not match the hash image in the SDP attribute. Even in the absence of SIP integrity protection, the inclusion of the a=zrtp-hash SDP attribute, when coupled with the hash chaining mechanism defined in Section 9, meets the R-ASSOC requirement in the Media Security Requirements [RFC5479], which requires: ...a mechanism for associating key management messages with both the signaling traffic that initiated the session and with protected media traffic. It is useful to associate key management messages with call signaling messages, as this allows the SDP offerer to avoid performing CPU-consuming operations (e.g., Diffie-Hellman or public key operations) with attackers that have not seen the signaling messages.
The a=zrtp-hash SDP attribute becomes especially useful if the SDP is integrity-protected end-to-end by SIP Identity [RFC4474] or better still, Dan Wing's SIP Identity using Media Path [SIP-IDENTITY]. This leads to an ability to stop MiTM attacks independent of ZRTP's SAS mechanism, as explained in Section 8.1.1.8.1.1. Integrity-Protected Signaling Enables Integrity-Protected DH Exchange
If and only if the signaling path and the SDP is protected by some form of end-to-end integrity protection, such as one of the abovementioned mechanisms, so that it can guarantee delivery of the a=zrtp-hash attribute without any tampering by a third party, and if there is good reason to trust the signaling layer to protect the interests of the end user, it is possible to authenticate the key exchange and prevent a MiTM attack. This can be done without requiring the users to verbally compare the SAS, by using the hash chaining mechanism defined in Section 9 to provide a series of MAC keys that protect the entire ZRTP key exchange. Thus, an end-to-end integrity-protected signaling layer automatically enables an integrity-protected Diffie-Hellman exchange in ZRTP, which in turn means immunity from a MiTM attack. Here's how it works. The integrity-protected SIP SDP contains a hash commitment to the entire Hello message. The Hello message contains H3, which provides a hash commitment for the rest of the hash chain H0-H2 (Section 9). The Hello message is protected by a 64-bit MAC, keyed by H2. The Commit message is protected by a 64-bit MAC, keyed by H1. The DHPart1 or DHPart2 messages are protected by a 64-bit MAC, keyed by H0. The MAC protecting the Confirm messages is computed by a different MAC key derived from the resulting key agreement. Each message's MAC is checked when the MAC key is received in the next message. If a bad MAC is discovered, it MUST be treated as a security exception indicating a MiTM attack, perhaps by logging or alerting the user, and MUST NOT be treated as a random error. Random errors are already discovered and quietly rejected by bad CRCs (Figure 2). The Hello message must be assembled before any hash algorithms are negotiated, so an implicit predetermined hash algorithm and MAC algorithm (both defined in Section 5.1.2.2) must be used. All of the aforementioned MACs keyed by the hashes in the aforementioned hash chain MUST be computed with the MAC algorithm defined in Section 5.1.2.2, with the MAC truncated to 64 bits. The Media Security Requirements [RFC5479] R-EXISTING requirement can be fully met by leveraging a certificate-backed PKI in the signaling layer to integrity protect the delivery of the a=zrtp-hash SDP
attribute. This would thereby protect ZRTP against a MiTM attack, without requiring the user to check the SAS, without adding any explicit signatures or signature keys to the ZRTP key exchange and without any extra public key operations or extra packets. Without an end-to-end integrity-protection mechanism in the signaling layer to guarantee delivery of the a=zrtp-hash SDP attribute without modification by a third party, these MACs alone will not prevent a MiTM attack. In that case, ZRTP's built-in SAS mechanism will still have to be used to authenticate the key exchange. At the time of this writing, very few deployed VoIP clients offer a fully implemented SIP stack that provides end-to-end integrity protection for the delivery of SDP attributes. Also, end-to-end signaling integrity becomes more problematic if E.164 numbers [RFC3824] are used in SIP. Thus, real-world implementations of ZRTP endpoints will continue to depend on SAS authentication for quite some time. Even after there is widespread availability of SIP user agents that offer integrity protected delivery of SDP attributes, many users will still be faced with the fact that the signaling path may be controlled by institutions that do not have the best interests of the end user in mind. In those cases, SAS authentication will remain the gold standard for the prudent user. Even without SIP integrity protection, the Media Security Requirements [RFC5479] R-ACT-ACT requirement can be met by ZRTP's SAS mechanism. Although ZRTP may benefit from an integrity-protected SIP layer, it is fortunate that ZRTP's self-contained MiTM defenses do not actually require an integrity-protected SIP layer. ZRTP can bypass the delays and problems that SIP integrity faces, such as E.164 number usage, and the complexity of building and maintaining a PKI. In contrast, DTLS-SRTP [RFC5764] appears to depend heavily on end-to- end integrity protection in the SIP layer. Further, DTLS-SRTP must bear the additional cost of a signature calculation of its own, in addition to the signature calculation the SIP layer uses to achieve its integrity protection. ZRTP needs no signature calculation of its own to leverage the signature calculation carried out in the SIP layer.8.2. Deriving the SRTP Secret (srtps) from the Signaling Layer
The shared secret calculations defined in Section 4.3 make use of the SRTP secret (srtps), if it is provided by the signaling layer. It is desirable for only one SRTP key negotiation protocol to be used, and that protocol should be ZRTP. But in the event the signaling layer negotiates its own SRTP master key and salt, using
the SDP Security Descriptions (SDES [RFC4568]) or [RFC4567], it can be passed from the signaling to the ZRTP layer and mixed into ZRTP's own shared secret calculations, without compromising security by creating a dependency on the signaling for media encryption. ZRTP computes srtps from the SRTP master key and salt parameters provided by the signaling layer in this manner, truncating the result to 256 bits: srtps = KDF(SRTP master key, "SRTP Secret", (ZIDi || ZIDr || SRTP master salt), 256) It is expected that the srtps parameter will be rarely computed or used in typical ZRTP endpoints, because it is likely and desirable that ZRTP will be the sole means of negotiating SRTP keys, needing no help from [RFC4568] or [RFC4567]. If srtps is computed, it will be stored in the auxiliary shared secret auxsecret, defined in Section 4.3 and used in Section 4.3.1.8.3. Codec Selection for Secure Media
Codec selection is negotiated in the signaling layer. If the signaling layer determines that ZRTP is supported by both endpoints, this should provide guidance in codec selection to avoid variable bitrate (VBR) codecs that leak information. When voice is compressed with a VBR codec, the packet lengths vary depending on the types of sounds being compressed. This leaks a lot of information about the content even if the packets are encrypted, regardless of what encryption protocol is used [Wright1]. It is RECOMMENDED that VBR codecs be avoided in encrypted calls. It is not a problem if the codec adapts the bitrate to the available channel bandwidth. The vulnerable codecs are the ones that change their bitrate depending on the type of sound being compressed. It also appears that voice activity detection (VAD) leaks information about the content of the conversation, but to a lesser extent than VBR. This effect can be mitigated by lengthening the VAD hangover time by a random amount between 1 and 2 seconds, if this is feasible in your application. Only short bursts of speech would benefit from lengthening the VAD hangover time. The security problems of VBR and VAD are addressed in detail by the guidelines in [VBR-AUDIO]. It is RECOMMENDED that ZRTP endpoints follow these guidelines.
9. False ZRTP Packet Rejection
An attacker who is not in the media path may attempt to inject false ZRTP protocol packets, possibly to effect a denial-of-service attack or to inject his own media stream into the call. VoIP, by its nature, invites various forms of denial-of-service attacks and requires protocol features to reject such attacks. While bogus SRTP packets may be easily rejected via the SRTP auth tag field, that can only be applied after a key agreement is completed. During the ZRTP key negotiation phase, other false packet rejection mechanisms are needed. One such mechanism is the use of the total_hash in the final shared secret calculation, but that can only detect false packets after performing the computationally expensive Diffie-Hellman calculation. A lot of work has been done on the analysis of denial-of-service attacks, especially from attackers who are not in the media path. Such an attacker might inject false ZRTP packets to force a ZRTP endpoint to engage in an endless series of pointless and expensive DH calculations. To detect and reject false packets cheaply and rapidly as soon as they are received, ZRTP uses a one-way hash chain, which is a series of successive hash images. Before each session, the following values are computed: H0 = 256-bit random nonce (different for each party) H1 = hash (H0) H2 = hash (H1) H3 = hash (H2) This one-way hash chain MUST use the hash algorithm defined in Section 5.1.2.2, truncated to 256 bits. Each 256-bit hash image is the preimage of the next, and the sequence of images is sent in reverse order in the ZRTP packet sequence. The hash image H3 is sent in the Hello message, H2 is sent in the Commit message, H1 is sent in the DHPart1 or DHPart2 messages, and H0 is sent in the Confirm1 or Confirm2 messages. The initial random H0 nonces that each party generates MUST be unpredictable to an attacker and unique within a ZRTP session, which thereby forces the derived hash images H1-H3 to also be unique and unpredictable. The recipient checks if the packet has the correct hash preimage, by hashing it and comparing the result with the hash image for the preceding packet. Packets that contain an incorrect hash preimage MUST NOT be used by the recipient, but they MAY be processed as security exceptions, perhaps by logging or alerting the user. As
long as these bogus packets are not used, and correct packets are still being received, the protocol SHOULD be allowed to run to completion, thereby rendering ineffective this denial-of-service attack. Note that since H2 is sent in the Commit message, and the initiator does not receive a Commit message, the initiator computes the responder's missing H2 by hashing the responder's H1. An analogous interpolation is performed by both parties to handle the skipped DHPart1 and DHPart2 messages in Preshared (Section 3.1.2) or Multistream (Section 3.1.3) modes. Because these hash images alone do not protect the rest of the contents of the packet they reside in, this scheme assumes the attacker cannot modify the packet contents from a legitimate party, which is a reasonable assumption for an attacker who is not in the media path. This covers an important range of denial-of-service attacks. For dealing with the remaining set of attacks that involve packet modification, other mechanisms are used, such as the total_hash in the final shared secret calculation, and the hash commitment in the Commit message. Hello messages injected by an attacker may be detected and rejected by the inclusion of a hash of the Hello message in the signaling, as described in Section 8. This mechanism requires that each Hello message be unique, and the inclusion of the H3 hash image meets that requirement. If and only if an integrity-protected signaling channel is available, the MACs that are keyed by this hash chaining scheme can be used to authenticate the entire ZRTP key exchange, and thereby prevent a MiTM attack, without relying on the users verbally comparing the SAS. See Section 8.1.1 for details. Some ZRTP user agents allow the user to manually switch to clear mode (via the GoClear message) in the middle of a secure call, and then later initiate secure mode again. Many consumer client products will omit this feature, but those that allow it may return to secure mode again in the same media stream. Although the same chain of hash images will be reused and thus rendered ineffective the second time, no real harm is done because the new SRTP session keys will be derived in part from a cached shared secret, which was safely protected from the MiTM in the previous DH exchange earlier in the same session.
10. Intermediary ZRTP Devices
This section discusses the operation of a ZRTP endpoint that is actually an intermediary. For example, consider a device that proxies both signaling and media between endpoints. There are three possible ways in which such a device could support ZRTP. An intermediary device can act transparently to the ZRTP protocol. To do this, a device MUST pass non-RTP protocols multiplexed on the same port as RTP (to allow ZRTP and STUN). This is the RECOMMENDED behavior for intermediaries as ZRTP and SRTP are best when done end- to-end. An intermediary device could implement the ZRTP protocol and act as a ZRTP endpoint on behalf of non-ZRTP endpoints behind the intermediary device. The intermediary could determine on a call-by-call basis whether the endpoint behind it supports ZRTP based on the presence or absence of the ZRTP SDP attribute flag (a=zrtp-hash). For non-ZRTP endpoints, the intermediary device could act as the ZRTP endpoint using its own ZID and cache. This approach SHOULD only be used when there is some other security method protecting the confidentiality of the media between the intermediary and the inside endpoint, such as IPsec or physical security. The third mode, which is NOT RECOMMENDED, is for the intermediary device to attempt to back-to-back the ZRTP protocol. The only exception to this case is where the intermediary device is a trusted element providing services to one of the endpoints -- e.g., a Private Branch Exchange or PBX. In this mode, the intermediary would attempt to act as a ZRTP endpoint towards both endpoints of the media session. This approach MUST NOT be used except as described in Section 7.3 as it will always result in a detected MiTM attack and will generate alarms on both endpoints and likely result in the immediate termination of the session. The PBX MUST uses a single ZID for all endpoints behind it. In cases where centralized media mixing is taking place, the SAS will not match when compared by the humans. This situation can sometimes be known in the SIP signaling by the presence of the isfocus feature tag [RFC4579]. As a result, when the isfocus feature tag is present, the DH exchange can be authenticated by the mechanism defined in Section 8.1.1 or by validating signatures (Section 7.2) in the Confirm or SASrelay messages. For example, consider an audio conference call with three participants Alice, Bob, and Carol hosted on a conference bridge in Dallas. There will be three ZRTP encrypted media streams, one encrypted stream between each participant and Dallas. Each will have a different SAS. Each participant will be able to validate their SAS with the conference bridge by using
signatures optionally present in the Confirm messages (described in Section 7.2). Or, if the signaling path has end-to-end integrity protection, each DH exchange will have automatic MiTM protection by using the mechanism in Section 8.1.1. SIP feature tags can also be used to detect if a session is established with an automaton such as an Interactive Voice Response (IVR), voicemail system, or speech recognition system. The display of SAS strings to users should be disabled in these cases. It is possible that an intermediary device acting as a ZRTP endpoint might still receive ZRTP Hello and other messages from the inside endpoint. This could occur if there is another inline ZRTP device that does not include the ZRTP SDP attribute flag. An intermediary acting as a ZRTP endpoint receiving ZRTP Hello and other messages from the inside endpoint MUST NOT pass these ZRTP messages.11. The ZRTP Disclosure Flag
There are no back doors defined in the ZRTP protocol specification. The designers of ZRTP would like to discourage back doors in ZRTP- enabled products. However, despite the lack of back doors in the actual ZRTP protocol, it must be recognized that a ZRTP implementer might still deliberately create a rogue ZRTP-enabled product that implements a back door outside the scope of the ZRTP protocol. For example, they could create a product that discloses the SRTP session key generated using ZRTP out-of-band to a third party. They may even have a legitimate business reason to do this for some customers. For example, some environments have a need to monitor or record calls, such as stock brokerage houses who want to discourage insider trading, or special high-security environments with special needs to monitor their own phone calls. We've all experienced automated messages telling us that "This call may be monitored for quality assurance". A ZRTP endpoint in such an environment might unilaterally disclose the session key to someone monitoring the call. ZRTP-enabled products that perform such out-of-band disclosures of the session key can undermine public confidence in the ZRTP protocol, unless we do everything we can in the protocol to alert the other user that this is happening. If one of the parties is using a product that is designed to disclose their session key, ZRTP requires them to confess this fact to the other party through a protocol message to the other party's ZRTP client, which can properly alert that user, perhaps by rendering it in a graphical user interface. The disclosing party does this by sending a Disclosure flag (D) in Confirm1 and Confirm2 messages as described in Section 5.7.
Note that the intention here is to have the Disclosure flag identify products that are designed to disclose their session keys, not to identify which particular calls are compromised on a call-by-call basis. This is an important legal distinction, because most government sanctioned wiretap regulations require a VoIP service provider to not reveal which particular calls are wiretapped. But there is nothing illegal about revealing that a product is designed to be wiretap-friendly. The ZRTP protocol mandates that such a product "out" itself. You might be using a ZRTP-enabled product with no back doors, but if your own graphical user interface tells you the call is (mostly) secure, except that the other party is using a product that is designed in such a way that it may have disclosed the session key for monitoring purposes, you might ask him what brand of secure telephone he is using, and make a mental note not to purchase that brand yourself. If we create a protocol environment that requires such back-doored phones to confess their nature, word will spread quickly, and the "invisible hand" of the free market will act. The free market has effectively dealt with this in the past. Of course, a ZRTP implementer can lie about his product having a back door, but the ZRTP standard mandates that ZRTP-compliant products MUST adhere to the requirement that a back door be confessed by sending the Disclosure flag to the other party. There will be inevitable comparisons to Steve Bellovin's 2003 April fool joke, when he submitted RFC 3514 [RFC3514], which defined the "Evil bit" in the IPv4 header, for packets with "evil intent". But we submit that a similar idea can actually have some merit for securing VoIP. Sure, one can always imagine that some implementer will not be fazed by the rules and will lie, but they would have lied anyway even without the Disclosure flag. There are good reasons to believe that it will improve the overall percentage of implementations that at least tell us if they put a back door in their products, and may even get some of them to decide not to put in a back door at all. From a civic hygiene perspective, we are better off with having the Disclosure flag in the protocol. If an endpoint stores or logs SRTP keys or information that can be used to reconstruct or recover SRTP keys after they are no longer in use (i.e., the session is active), or otherwise discloses or passes SRTP keys or information that can be used to reconstruct or recover SRTP keys to another application or device, the Disclosure flag D MUST be set in the Confirm1 or Confirm2 message.
11.1. Guidelines on Proper Implementation of the Disclosure Flag
Some implementers have asked for guidance on implementing the Disclosure flag. Some people have incorrectly thought that a connection secured with ZRTP cannot be used in a call center, with voluntary voice recording, or even with a voicemail system. Similarly, some potential users of ZRTP have over considered the protection that ZRTP can give them. These guidelines clarify both concerns. The ZRTP Disclosure flag only governs the ZRTP/SRTP stream itself. It does not govern the underlying RTP media stream, nor the actual media itself. Consequently, a PBX that uses ZRTP may provide conference calls, call monitoring, call recording, voicemail, or other PBX features and still say that it does not disclose the ZRTP key material. A video system may provide DVR features and still say that it does not disclose the ZRTP key material. The ZRTP Disclosure flag, when not set, means only that the ZRTP cryptographic key material stays within the bounds of the ZRTP subsystem. If an application has a need to disclose the ZRTP cryptographic key material, the easiest way to comply with the protocol is to set the flag to the proper value. The next easiest way is to overestimate disclosure. For example, a call center that commonly records calls might choose to set the Disclosure flag even though all recording is an analog recording of a call (and thus outside the ZRTP scope) because it sets an expectation with clients that their calls might be recorded. Note also that the ZRTP Disclosure Flag does not require an implementation to preclude hacking or malware. Malware that leaks ZRTP cryptographic key material does not create a liability for the implementer from non-compliance with the ZRTP specification. A user of ZRTP should note that ZRTP is not a panacea against unauthorized recording. ZRTP does not and cannot protect against an untrustworthy partner who holds a microphone up to the speaker. It does not protect against someone else being in the room. It does not protect against analog wiretaps in the phone or in the room. It does not mean your partner has not been hacked with spyware. It does not mean that the software has no flaws. It means that the ZRTP subsystem is not knowingly leaking ZRTP cryptographic key material.12. Mapping between ZID and AOR (SIP URI)
The role of the ZID in the management of the local cache of shared secrets is explained in Section 4.9. A particular ZID is associated with a particular ZRTP endpoint, typically a VoIP client. A single
SIP URI (also known as an Address-of-Record, or AOR) may be hosted on several different soft VoIP clients, desktop phones, and mobile handsets, and each of them will have a different ZID. Further, a single VoIP client may have several SIP URIs configured into its profiles, but only one ZID. There is not a one-to-one mapping between a ZID and a SIP URI. A single SIP URI may be associated with several ZIDs, and a single ZID may be associated with several SIP URIs on the same client. Not only that, but ZRTP is independent of which signaling protocol is used. It works equally well with SIP, Jingle, H.323, or any proprietary signaling protocol. Thus, a ZRTP ZID has little to do with SIP, per se, which means it has little to do with a SIP URI. Even though a ZID is associated with a device, not a human, it is often the case that a ZRTP endpoint is controlled mainly by a particular human. For example, it may be a mobile phone. To get the full benefit of the key continuity features, a local cache entry (and thus a ZID) should be associated with some sort of name of the remote party. That name could be a human name, or it could be made more precise by specifying which ZRTP endpoint he's using. For example "Jon Callas", or "Jon Callas on his iPhone", or "Jon on his iPad", or "Alice on her office phone". These name strings can be stored in the local cache, indexed by ZID, and may have been initially provided by the local user by hand. Or the local cache entry may contain a pointer to an entry in the local address book. When a secure session is established, if a prior session has established a cache entry, and the new session has a matching cache entry indexed by the same ZID, and the SAS has been previously verified, the person's name stored in that cache entry should be displayed. If the remote ZID originates from a PBX, the displayed name would be the name of that PBX, which might be the name of the company who owns that PBX. If it is desirable to associate some key material with a particular AOR, digital signatures (Section 7.2) may be used, with public key certificates that associate the signature key with an AOR. If more than one ZRTP endpoint shares the same AOR, they may all use the same signature key and provide the same public key certificate with their signatures.