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Virtualization Decreases Security

Posted by kdawson on Thu Oct 25, 2007 10:54 AM
from the more-chances-to-blow-it dept.
ParaFan writes "In a fascinating story on KernelTrap, Theo de Raadt asserts that while virtualization can increase hardware utilization, it does not in any way improve security. In fact, he contends the exact opposite is true: 'You are absolutely deluded, if not stupid, if you think that a worldwide collection of software engineers who can't write operating systems or applications without security holes, can then turn around and suddenly write virtualization layers without security holes.' de Raadt argues that the lack of support for process isolation on x86 hardware combined with numerous bugs in the architecture are a formula for virtualization decreasing overall security, not increasing it."

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  • Uh oh (Score:5, Funny)

    by $RANDOMLUSER (804576) on Thursday October 25, @10:55AM (#21114697)

    Theo de Raadt asserts...
    CAUTION: flame war ahead.
    • Re:Uh oh (Score:4, Funny)

      by Anonymous Coward on Thursday October 25, @11:02AM (#21114805)

      CAUTION: flame war ahead.
      No there isn't! How dare you say that?? F-you! YOU GO TO HELL AND YOU DIE!!!
      [ Parent ]
      • Re:Uh oh by Corwn of Amber (Score:1) Thursday October 25, @06:36PM
    • Re:Uh oh by Anonymous Coward (Score:1) Thursday October 25, @11:17AM
      • Re:Uh oh (Score:5, Insightful)

        I don't think anybody considers DJB a leader of the Free Software movement.

        They consider him a brilliant man, and excellent programmer, and generous to let people download his code. They consider him a hero for taking on and beating the US government. They consider him a jerk. I've never heard anybody call him a leader of the Free Software Movement. I've never even heard his license-free software to be considered Free Software.

        As an aside, many people call him a jerk for his style of writing information and documentation. I had to install a DNS server, and I found his you-must-be-a-moron-so-I-will-explain-everything-in-very-simple-terms documentation very informative, clear, and helpful. The security advantage is nice, but to me, tinydns' greatest advantage was the DJB's documentation.
        [ Parent ]
      • Re:Uh oh (Score:5, Insightful)

        by XenoPhage (242134) on Thursday October 25, @11:58AM (#21115721)
        (http://blog.godshell.com/)

        We should put Theo and Daniel J. Bernstein (DJB) [cr.yp.to] and see who survives. These so-called 'visionaries' and have a hard time forming an argument without degrading the argument with words like 'stupid'. It's a real shame that men like these are considered leaders the Free Software movement.

        After reading vitriolic posts by these two fools, RMS doesn't seem all that bad.
        I disagree. He seems to call it like it is. And I would agree that anyone deluded enough to think that adding another layer to the, already complex, PC model increases security is just stupid. Sure, it may be that they are not well versed in the inner workings of both the hardware and software, but does that make their assertion any more correct? And besides, he's on a mailing list where the majority of the readers should be close to his level of knowledge.. He may not be the most tactful guy in the world, but he's a hell of a lot smarter than most...

        I've been on the fence about virtualization for a very long time now. Sure, it's quite convenient to install VMware, load up a guest OS, and tinker with new features. But to load up a server with multiple instances of the same operating system is ludicrous. It certainly doesn't scale well at all. And the marketing teams are incredibly good at making people believe that by installing their virtualization software, you'll suddenly have a bunch of "virtual" servers with the same capabilities as a single server. Sure, they all have the same capabilities from an OS standpoint, but performance isn't going to be anything close to a standalone server..

        And as far as security goes, it's nonsense. Ok, so I install 5 copies of RHEL 5.0 on my virtual server. If the virtualization software itself is attacked and compromised, all 5 servers go down. If an OS level attack is successful, then all 5 virtual servers are likely vulnerable because it's an OS level attack. The only security "benefit" I can see is if a single virtual server is compromised through something like a web application. That application may not exist on the other virtual servers, so they're "safe".. However, once you get into that one server, DDoS attacks aren't far behind. At the very least, you'll take up resources and you can potentially impact the operation of the other virtual servers.

        I'll stick with standalone servers for now.. At least until there's a better solution, of which I don't see one coming anytime soon...
        [ Parent ]
        • Re:Uh oh (Score:5, Informative)

          by CrazedWalrus (901897) on Thursday October 25, @01:03PM (#21116715)
          (Last Journal: Sunday September 16, @11:18PM)
          The fact is that very little hardening is typically done on the inside of the organization. A lot of organizations have the hard crunchy outside with a soft chewey center. (Don't remember who I heard make that analogy, but it's apt.) Most IT departments seem to have hardened servers at the border, but the inside is run-of-the-mill software and hardware. What this means is that maybe virtualization isn't great for the border proxies and firewalls, but it probably fits right into the controlled chaos on the inside, where nothing is especially secure anyway.
          [ Parent ]
        • Re:Uh oh by kyofunikushimi (Score:1) Thursday October 25, @01:16PM
          • Re:Uh oh by COMON$ (Score:2) Thursday October 25, @03:00PM
        • Re:Uh oh (Score:5, Insightful)

          by Bill_the_Engineer (772575) on Thursday October 25, @01:48PM (#21117375)

          I've been on the fence about virtualization for a very long time now. Sure, it's quite convenient to install VMware, load up a guest OS, and tinker with new features. But to load up a server with multiple instances of the same operating system is ludicrous. It certainly doesn't scale well at all. And the marketing teams are incredibly good at making people believe that by installing their virtualization software, you'll suddenly have a bunch of "virtual" servers with the same capabilities as a single server. Sure, they all have the same capabilities from an OS standpoint, but performance isn't going to be anything close to a standalone server..

          Performance will take a hit from the overhead involved, but availability should increase. Most server applications don't fully utilize the CPU anyway, so sacrificing some cycles to run the apps in a virtualized environment is not really a big deal. Where virtualization shines is availability. If a server is malfunctioning or overburdened, the virtualized environment can migrate to another server without the server clients knowing this has taken place (other than some latency caused by the migration). This is actually the coolest part of this technology.

          I never thought about using virtual servers to increase security. Except for running windows within Mac OS X, I really don't see virtualization making anything more secure.

          I think this is much ado about nothing. It is only here because Theo is getting upset...

          [ Parent ]
          • Re:Uh oh by COMON$ (Score:2) Thursday October 25, @03:02PM
            • Re:Uh oh by j-cloth (Score:2) Friday October 26, @08:44AM
        • Re:Uh oh by COMON$ (Score:3) Thursday October 25, @02:46PM
        • Re:Uh oh by dragonmantank (Score:1) Thursday October 25, @04:44PM
        • Re:Uh oh by drsmithy (Score:2) Thursday October 25, @09:10PM
        • Re:Uh oh by shotgunefx (Score:2) Friday October 26, @08:26AM
          • Re:Uh oh by XenoPhage (Score:2) Friday October 26, @03:40PM
        • Re:Uh oh by fuzznutz (Score:1) Friday October 26, @01:59PM
      • 1 reply beneath your current threshold.
    • Re:Uh oh by xorbe (Score:1) Thursday October 25, @11:54AM
    • Re:Uh oh by Anonymous Coward (Score:2) Thursday October 25, @12:08PM
    • It's easy to defeat Theo's argument (Score:5, Insightful)

      by Morgaine (4316) on Thursday October 25, @02:05PM (#21117581)
      > CAUTION: flame war ahead.

      There doesn't need to be a flame war, because in this particular instance Theo's argument has a gaping hole in it. Consider the following two system architectures:

      1) An ordinary multi-function Unix-type system which also runs a non-trivial component that is exposed to the world (all non-trivial components have bugs, as Theo is right to point out, and hence are attack vectors).

      2) A machine running 2-guest virtualization, in which the non-trivial component runs in one guest, and the rest of the functions run in another.

      Now consider what happens when the world-facing component gets compromised, and by one of many methods (because sysadmins are fallible) the attack gets promoted to root privilege. Security has failed in one guest, but has it failed in the other? Not necessarily, depending on whether the sysadmin has made repeated blunders and not just one. (Eg. a fool might be keeping ssh keys on the public-facing guest ...)

      In this scenario, the isolation created by virtualization has given the syadmin an additional bulkhead against his own fallibility, and that is worthwhile for security, not only for better hardware utilization. The partitioning of the application and O/S space has reduced the cross-section of software open to attack.

      Theo's argument also doesn't bear scrutiny at the hypervisor level, because while an O/S in dom0 is just as fragile as the one in domU that runs an exposed application, the instance in the hypervisor isn't exposed to attack. Theo seems to miss the distinction between endpoint fallibility and fallibility in the conveyance and resourcing that is done by hypervisors. They're different.

      I like Theo's hard stance on security, but on this issue he's handwaving.
      [ Parent ]
    • Re:Uh oh by fuliginous (Score:1) Thursday October 25, @02:35PM
      • Re:Uh oh by styrotech (Score:2) Thursday October 25, @05:37PM
        • Re:Uh oh by fuliginous (Score:1) Sunday October 28, @03:55PM
    • Re:Uh oh by Anonymous Coward (Score:1) Thursday October 25, @03:30PM
      • 1 reply beneath your current threshold.
    • In general, he may be right. In specific cases... by JimMarch(equalccw) (Score:2) Thursday October 25, @06:08PM
    • 4 replies beneath your current threshold.
  • History teaches once again... (Score:1, Interesting)

    The Irish Potato Famine happened because Ireland was growing a small range of species of potato.
    A virus hit the Potato and it spread so most of the potato's died thus causing the famine.
    Other Areas had the same virus but it didn't cause a Famine because their stock was more diverse.
    It wasn't because the other guys potatoes were immune to all virus or they were a heartier bread, but
    because they had a wider diversity of product.

    The same thing with Virtualization, each VM will not be completely secure and will have holes in it but
    spreading will be reduced because only a smaller portion of application will use that OS to virtualize.
    A Linux VM OS, a BSD VM OS, a Windows VM OS... Sure there will be security problems and patching and fixing
    the problems in the Virtual OS will need to be resolved... But if there is an outbrake you will basicly loose your
    VM application and perhaps some other ones that you may have running at the same time that uses the same OS. But now
    If your OS Gets infected all your Apps are dead.
  • You're just NOW realizing this???

  • Counterargument (Score:3, Insightful)

    by Anonymous Coward on Thursday October 25, @10:59AM (#21114763)
    Virtualization layers can be much smaller than operating systems. Hypervisors don't have to do as much as a monolithic kernel does, so they're less prone to security holes.
  • Well, here's his original post : [kerneltrap.org]

    Virtualization seems to have a lot of security benefits.

    You've been smoking something really mind altering, and I think you should share it.

    x86 virtualization is about basically placing another nearly full kernel, full of new bugs, on top of a nasty x86 architecture which barely has correct page protection. Then running your operating system on the other side of this brand new pile of shit.

    You are absolutely deluded, if not stupid, if you think that a worldwide collection of software engineers who can't write operating systems or applications without security holes, can then turn around and suddenly write virtualization layers without security holes.

    You've seen something on the shelf, and it has all sorts of pretty colours, and you've bought it.

    That's all x86 virtualization is.
    It's highly probable that Theo is right. After reading the above post, it's highly probable he is a very abrasive and one sided individual. But this is a tech forum so I won't get into judging character.

    However, his technical argument is ... somewhat unsound in my humble opinion. He seems to follow the train of thought that 1) people are, by nature, erroneous coders 2) virtualization means more code therefore 3) virtualization has more errors.

    I'm going to point out some other things I know about coding. Although more lines of code usually means more bugs, this is not always the case. Correlation does not equal causation. It is correlated but only because the more lines of code, the more probability that more people contributed to the project which means it is highly probable one of them was a bad coder. Also, if you plan things out and follow a rigorous model, it is within your power to make very fully functional, very nice software.

    My second point is a different way of looking at the problem. Let's take the naive approach of assuming a primary job of the operating system is to protect the user (and applications) from completely fouling things up in the hardware & memory realm. So it does an 'ok' job at this but, as Theo noted, some bugs still exist. Let's say it's something really bad like they don't stop programs from altering a very sensitive range of memory that is very vital to the correct execution of the operating system itself. Now, hypothetically, the virtualized layer on top of this would give coders a chance to catch this and correct it and protect the user from bringing down the operating system. In this way of looking at things you have two nets. Alone one lets many things pass through so you double it up and now you're catching more fish.

    But my analogy is probably very flawed and I must confess I have coded neither of these pieces of software so I cannot confirm or deny this. I am quite shocked that Mr. de Raadt would react so abusively to a post where someone was merely saying that they 'appeared' to be receiving some amount of additional security from virtualization.

    As for the very last comment Mr. de Raadt makes, I am confused. My employer uses virtualization on a mass scale to more effectively utilize hardware. I believe it has more uses than just bright shiny colors and wrapping--in fact I am interested in its potentials for hosting web OSs and other neat applications to users. It might not be the future like some people think it is but I think Mr. de Raadt was suffering a moment of frustration or dealing with irritable people when he authored this.

    I do wish he were open to more ideas. The second you start to just outright dismiss all your options because they don't satisfy you on the surface you will find you are left with none and often miss the best.
  • by lib3rtarian (1050840) on Thursday October 25, @11:00AM (#21114769)
    Theo thinks so highly of himself, he is just wrong on this one. There is not one recorded/public example of someone breaking out of the isolation of a virtual environment! I dare someone to demonstrate otherwise, and I will eat my words.
  • VMware selloff (Score:1, Funny)

    by Anonymous Coward on Thursday October 25, @11:03AM (#21114833)
    Thanks for the insider tip Theo, I just dumped all of my VMware stock.
  • Missing the point (Score:1, Interesting)

    by Anonymous Coward on Thursday October 25, @11:06AM (#21114885)
    Virtualization layers, and their cousins Separation Kernels are the darlings of the security crowd because they can be written in a relatively small number of SLOCs, which means there is a possibility to formally analyze them. Where Formal Analysis means proofs written in a well established mathematical notation, and machine checked. Green Hills Software has a separation kernel that should shortly be certified to a very high level (EAL 6 Augmented) CCEVS [niap-ccevs.org]
  • What are the big threats now? (Score:3, Interesting)

    by timeOday (582209) on Thursday October 25, @11:06AM (#21114895)
    A few years ago, it seemed email worms were constantly ravaging Outlook. That, I noticed. But that seems to have tapered off. Haven't noticed any panicked patching of zlib or ssh or sendmail lately. What is keeping people busy these days? Spyware-infested zombie boxes? Anything else?
  • Risk profiles (Score:5, Insightful)

    by Anonymous Coward on Thursday October 25, @11:08AM (#21114919)
    Let's consider the following:
    1. Security is improved by minimizing the number of services your software layer exports.
    2. Virtualization has a relatively small, well-defined number of services.
    3. Operating systems do not.
    4. ???

    Virtualization is no doubt a complex problem to get right, but it's only one problem. There is a relatively fixed set of hardware any virtualization system claims to support. A reasonably complete virtualization system can be frozen at some level of functionality. An operating system can not; it must, by nature, constantly evolve to new requirements. Hardware, in contrast, is relatively more stable.

    Operating systems running on virtualized systems also have the advantages of operating systems running any fixed configuration. While not quite as consistent as a completely emulated environment, virtualization gets most of the benefits, under reasonable assumptions.

    So, in short, virtualization has the same sort of benefits microkernels were supposed to provide, albeit with a much more heavyweight solution: smaller core that's easier to secure. Virtualization has been used in the mainframe community for years. Virtualization is an even stronger form of process isolation than what operating systems provide.

    Virtualization is much more costly to run than a standard operating system process. This should be a clue that it probably provides stronger isolation guarantees, even if you don't buy the rest of the argument.

    I think it's a specious argument, as usual, to claim that securing the virtualization layer is no harder or easier than securing an operating system. I think securing the virtualization layer is going to be much easier, because while the problem itself is complex, it's still less complex than a complete operating system is.

    A better argument would have been to point out that guest operating systems running under virtualization are no less vulnerable to being compromised than those running on real hardware. But then that would point the finger at operating system vendors, not virtualization ones.
  • by swamp boy (151038) on Thursday October 25, @11:09AM (#21114933)
    From TFA,

    The topic is specifically about virtualization on the x86 platform.
    • 1 reply beneath your current threshold.
  • Useless (Score:4, Interesting)

    by andreyw (798182) on Thursday October 25, @11:10AM (#21114947)
    (http://andreywarkentin.livejournal.com/)
    Theo's side keeps asserting that "x86 virtualization isn't secure", but they seem to be perfectly comfortable at keeping the discussion at the level of a "I'm right, NO I'M RIGHT", without any corroborating statements (Hint: Theo's "I am familiar with x86 and its 'nastiness'" isn't one). What's not secure about SVM? What's not secure about VT-x? Why does Theo think that virtualizatio somehow has to imply legacy PC I/O emulation?

    Ugh.
    • Re:Useless (Score:5, Interesting)

      by Krondor (306666) on Thursday October 25, @11:40AM (#21115429)
      What's not secure about SVM? What's not secure about VT-x?

      VT-x and SVM provide paths for rootkits to integrate and hide. New rootkits like Blue Pill [bluepillproject.org] and Vitriol [theta44.org] utilize SVM and VT-x to virtualize the host platform and remain undetected and immune from removal. They're not widespread, but an attack vector exists, which implies the security concerns over them.

      Makes sense to me.
      [ Parent ]
      • Re:Useless by Ed Avis (Score:2) Thursday October 25, @12:09PM
        • Re:Useless by Krondor (Score:2) Thursday October 25, @12:41PM
          • Re:Useless by Ed Avis (Score:1) Thursday October 25, @02:36PM
      • VT-x? by Typoboy (Score:1) Thursday October 25, @02:09PM
      • Re:Useless by Krondor (Score:2) Thursday October 25, @12:10PM
      • 1 reply beneath your current threshold.
    • Re:Useless by the_B0fh (Score:1) Thursday October 25, @11:55AM
      • Re:Useless by andreyw (Score:2) Thursday October 25, @03:38PM
    • Re:Useless by tji (Score:2) Thursday October 25, @11:58AM
      • Re:Useless by arkanes (Score:2) Thursday October 25, @02:01PM
      • Re:Useless by BitZtream (Score:2) Thursday October 25, @05:19PM
      • 1 reply beneath your current threshold.
    • Re:Useless by Seumas (Score:1) Thursday October 25, @12:10PM
    • 2 replies beneath your current threshold.
  • The snippet presented seems to suggest that more security holes in virtualization = less secure operating system, or OS(X) + V(X), where OS(X) represents the operating system vulnerabilities and V(X) represents virtualization vulnerabilities.

    However, I see this more as if the virtualization layer actually sits under the OS layer, then the actual security for remote intrusion would be, first, Y/OS(X), THEN Y/V(X), where Y is the number of people with the knowledge to exploit each vulnerability. Thus, someone who wanted to exploit the system would both have to be capable of exploiting an OS vulnerability, and THEN also exploiting a virtualization vulnerability.

    (And we're talking about remote usage, because we all know it's virtually impossible to protect a system from anyone who has direct access to the hardware.)

    I understand that reality may not be quite as tidy, but it still seems like a virtualized system would be much more secure that a non-virtualized system, if only because the increased level of knowledge involved means a smaller number of hackers capable of exploiting both layers. What am I missing?

  • But it's so fun (Score:1, Funny)

    by Anonymous Coward on Thursday October 25, @11:14AM (#21115031)
    You mean my strategy of running Windows inside of Mac Parallels inside of Pear inside a VMWare instance in a Wine bottle isn't the most secure, stable environment ever conceived? Sheeze. Maybe I should just get a Mac. :)

    --
    http://www.metagovernment.org/ [metagovernment.org]
    GOVERNMENT BY *ALL* THE PEOPLE
    • 1 reply beneath your current threshold.
  • Theo rocks, as his usual! (Score:4, Funny)

    by VincenzoRomano (881055) on Thursday October 25, @11:16AM (#21115063)
    And as there is no engineer that can develop hardware without security bugs, the only solution is to stay with insecurity!
  • by RLiegh (247921) on Thursday October 25, @11:18AM (#21115105)
    (http://slashdot.org/ | Last Journal: Sunday July 29, @04:31PM)
    This sounds suspiciously close to his comments about journaling filesystems when asked why OpenBSD didn't support them (which boiled down to "journaling sucks, use softdeps instead"). OpenBSD has native support for exactly zero virtualisation schemes, whereas NetBSD has native Xen support (something Opensolaris is working on -if they don't have it already), FreeBSD and Linux both have support for kqemu and Linux and Windows both have support for VMWare, Virtualbox and kqemu.

    For fuck's sake, OpenBSD can't even offer a modern version of WINE in their ports (the one they offer is from 1999, and is broken to boot).

    So instead of fixing OpenBSD so that it has native support for running some sort of native virtualisation scheme, Theo does what he usually does -bitches, whines and blames the technology for the flaws in his OS.

  • credibility? (Score:4, Insightful)

    by Known Nutter (988758) on Thursday October 25, @11:22AM (#21115153)
    Theo's childish, condescending and pointless choice of language seems to undermine his credibility. Although he may be an authority on the subject, I think he owes it to himself - as well as the rest of the community he helped to create - to communicate in a more professional, civilized and respectful manner.

    He's in the same bucket as Dvorak - who wants to listen to the little twerp?

  • by rodney dill (631059) on Thursday October 25, @11:25AM (#21115209)
    (Last Journal: Sunday November 02 2003, @01:54PM)
    I do a lot of prototyping and testing out of scenarios with virtual machines. (40+ iterations for servers and client) Not all are complete builds as I do a lot of cloning. If you fire up a virtual machine that hasn't been in use for a while, you may need to spend time with security updates. Also if you didn't place or adequately configure virus protection and a firewall in an original clone you may end up with a number of machines with poor security. On the other hand cleaning up viruses is easy with my scenario, I just delete a current clone and go back to one not infected. (Assuming the virus is readily identifiable.
  • Wrong argument? (Score:2)

    by leuk_he (194174) on Thursday October 25, @11:27AM (#21115249)
    (http://emulemorph.sourceforge.net/)
    I am not sure that the argument is right. Saying that virtualizion add possible security bugs is like saying that adding a personal firewall is adding fucntionaltity and thus possible exploits.

    Virtualiztaion is more secure IMHO than current process isolation in most operating systems, but both can fail.

    Theo's argument about security just proves the argument of linux about Security is "people wanking around with their opinions" is not unrealstic.

    You have torealize that the alternative to virtualisation is getting an extra box with hardware or run 2 application on the same box. 2 machines is more secure, second solutions sounds LESS secure.
  • I have no idea with Theo's point here is. His statement is like saying, "Firewalls are programmed by the same people who write operating systems. If you think Firewalls have no security issues, then you're deluded, if not stupid." Therefore, Firewalls are useless and just increase complexity.

    Virtualization, from a security standpoint, is just a firewalling method. It increases isolation between instances, and more isolation is ALWAYS good.

    • Oh yeah? by Ambitwistor (Score:2) Thursday October 25, @12:03PM
    • Re:Dumb by Sloppy (Score:2) Thursday October 25, @01:07PM
    • Re:Dumb by Chandon Seldon (Score:2) Thursday October 25, @04:37PM
  • by sribe (304414) on Thursday October 25, @11:40AM (#21115433)

    I believe that he is working from the unstated assumption that the virtualization host and guest OSen all have approximately equivalent levels of security. If so, then virtualization does just increase the number of holes available for exploit. Rather like the way a RAID system increases the overall chance of a drive failing, because of using more drives. The difference of course, is that the RAID system is able to effectively isolate the failed drive, where a security exploit in one OS can potentially provide a path for breaching other OSen.

    So his point makes sense given an assumption. But what if there were some OS "A" that was much more secure than some other OS "B". In that case, it is at least possible to increase the security of an installation of OS "B" by hosting it under "A", where "A" (and the virtualization software, which of course also needs to be much more secure), can protect it from a variety of attacks. So the question remains: what if? Hmm...

  • Theo tends to be cynical and pessimistic about just about anything that's got to do with security, and he's got good reasons to be... things that people push as security features turn out to be irrelevant or even actually dangerous a large proportion of the time. They're not batting 1.000, or even 0.500, by any means.

    This doesn't mean that OpenBSD won't get some kind of virtualization support, it just means that he's being careful and conservative and letting other people be the pioneers. I think this is a good thing, on balance... you don't want to be pulling arrows out of your back because your secure OS decided to take you through unknown territory.

    Yeh, he's got an emphatic way of putting things. You just gotta deal with it. Several years ago I asked him about stack protection and his response was eerily similar to this. A few years later OpenBSD enabled stack protection by default.

    I think he's got a point, but he's comparing running separate computers to running separate OS instances on the same computer. If that's how you're using VMs, then yes, the resulting system is less secure overall... and for Windows that's often how VMs get used because Windows tends to make it unreasonably hard to run multiple instances of the same application on the same computer. If you're replacing less extreme isolation mechanisms on the same computer with VMs, though, then you're adding an extra layer of defence. Think of it as a hierarchy...

    * Same application instance (eg, web server modules)
    * Separate applications (running multiple instances of apache)
    * User level separation (multiple accounts for the separate instances)
    * File system separation (multiple chrooted instances of apache)
    * OS-level separation (eg, FreeBSD jails and I think Solaris domains)
    * Hardware-assisted software virtualization (VMware, Xen)
    * Hardware virtualization (IBM VM "penguin farms")
    * Separate physical computers

    It might be argued that IBM's virtual machines should be lumped with virtualization, or that separate computers should be split from blades, and things like NAS and SAN complicate things, but you get the idea.

    Theo's looking at the hierarchy starting at the bottom, and seeing a reduction in security. Other people are starting at the top, and seeing an increase in security. Both sides are correct, it depends on where you start.
  • by cpm99352 (939350) on Thursday October 25, @11:52AM (#21115623)
    As another person pointed out on the OpenBSD list, see http://taviso.decsystem.org/virtsec.pdf [decsystem.org] for Tavis Ormandy's analysis of various VM's -- attack methods were exploiting bugs in the x86 architecture as well as invalid I/O device communication.
  • by LukeCrawford (918758) on Thursday October 25, @11:55AM (#21115665)
    (http://prgmr.com/~lsc | Last Journal: Friday June 09 2006, @06:50PM)
    say I have two applications that need to be run; a mailserver and a webserver, say. The most secure configuration is to have one hardware box for the mailserver, and another for the webserver; each box running nothing else.

    Now, if I want to save money, I could combine both onto one box without virtualization. This is the least secure way to do it, as if someone compromized the mail server, they would only need to overcome the user-level isolation to then gain access to the mailserver.

    If I want a setup that is not quite as secure as the first option, but much better than the second, I could create two virtual servers, one for the webserver and one for the mailserver; this way, if someone compromised the mailserver, they would need to overcome both the os-level protections and then find a hole in the virtualization isolation (which, from what I understand, hasn't yet happened with paravirtualized xen- HVM xen is much less secure.)

    when you are running a paravirtualized xen setup, the big thing to be concerned about is the Dom0; you should never have an external IP on the Dom0, as if the dom0 is compromised, it is all over.

  • Okay, here's what happened (Score:3, Informative)

    Theo de Raadt argues that it's more secure to put applications on separate machines than to consolidate them into a single machine.

    L. V. Lammert very inarticulately argues that having a VM provides more security, because otherwise, you're not going to put applications on separate machines, because it's too expensive.

  • Security == managing complexity (Score:5, Interesting)

    by kscguru (551278) on Thursday October 25, @12:08PM (#21115865)
    Virtualization is NOT intended for security. Period, end of story, full stop. Security is a secondary effect from having smaller interfaces, and you DO get smaller interfaces with inherent security advantages.

    Here's the first truth of security: your ability to secure a system is INVERSELY PROPORTIONAL to the size of the interface to that system. Every interface point is a potential attack vector, whether direct (an attacker can exploit the interface) or indirect (something outside your control is loaded at interface A, then an attacker at interface B causes A to exploit something). Most security products try to reduce the size of interfaces (e.g. a firewall limits the number of open ports, then further excludes some types of traffic from those ports).

    Look at a general purpose operating system kernel. There are hundreds of system calls (direct attack vectors), hundreds more driver interfaces (indirect attack vectors - driver interfaces are privileged and thus drivers must be bug-free), a few thousand more configuration points (Windows Registery, Linux /sys and /proc trees). Add the libraries that make up the rest of the operating system, and the number of APIs has exploded to thousands, if not tens of thousands.

    Now look at a hypervisor stack. The hypervisor::guest interface is the CPU instruction set (extremely well documented and easy to programatically verify, especially when 99% of instructions can be verified to have no side effects!). Much narrower interface than a general-purpose API. The driver::hypervisor interface is narrower too, since the hypervisor only uses a lower-level interface (e.g. Xen's block device interface, VMware's SCSI interface) that happens to be simpler and better documented. Configuration API is smaller, since it only needs to manage virtual machines, not every possible combination of user-level program and device.

    It's the old microkernel / monolithic kernel debate all over again, where a hypervisor is a microkernel and a general-purpose OS is a monolithic kernel, and the performance loss is small enough that companies are using it in production today. Microkernel have advantages in being easier to secure, more robust in the face of bugs ... monolithic kernels are faster. Is the smaller API (and increased security) worth the loss in performance?

    Here's some security thoughts, based on actual experience with virtualization bugs.

    • The largest number of security vulnerabilities appear in user-level servers, e.g. NAT, DHCP, ssh, apache. Potential commands to these services are unlimited (wide API), often involve text-parsing in C code (inherently difficult), and so they are hardest to secure.
    • A moderate number of security vulnerabilities appear in paravirtualized device emulations. Paravirtual devices are less well specified (medium-width API), so the implementations have more bugs, often from ways the paravirtual device spec doesn't anticipate. (Yes, hardware folks write more complete specs than software folks).
    • Extremely few security vulnerabilities appear in the hypervisor::guest boundary. This boundary is extremely well specified via data sheets and architectural manuals. (narrow API).
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  • When did segment registers and page tables quit working? I guess I must have missed that errata!
  • by He Who Waits (1102491) on Thursday October 25, @12:25PM (#21116145)
    Virtualization increases security against nastyware that isn't aware it's running in a virtual layer. There's nothing to stop nastyware that's written to penetrate (or even exploit) virtual layers. So, yes, virtualization increases security. But not by much, and not for long.
  • by Egdiroh (1086111) on Thursday October 25, @12:35PM (#21116307)
    I think Theo is making some unstated assumptions. If you assume that in the absence of virtualization would result in the different virtual machines each being their own server, then if root level access on one VM would allow you to take over the host OS, then the security of each machine on the server has been reduced to the security of the weakest machine on the server. And since it is his assertion that virtualization would increase utilization, it is reasonable to conclude that there is a good chance that that is the assumption he is making.

    The counter assumption is that in the absence of virtualization all the services that would have run on the VMs would just all run on the same server, then virtualization can increase security because no one service may constitute a top to bottom root exploit but some combination of them may. Of course adding the extra overhead of the VMs potentially decreases the utilization your services get from the machine. However most of the time when security is discussed it is this scenario they are talking about.

    And of course the reality of what happens in the field is that there is a little of both going on. You have both server that did too many things being broken up into VMs, and clumps of smaller servers being replaced with a single larger capacity VM server.
  • He's right, in theory (Score:5, Insightful)

    by Chris Snook (872473) on Thursday October 25, @12:38PM (#21116353)
    [disclosure text="I work for a company that sells virtualization."]

    Theo's expertise, and indeed that of the entire OpenBSD project, is in the realm of provably correct security. Virtualization adds yet another layer where something can go wrong. Sure there are and will be bugs. We're finding them and fixing them, just as we've always done. From an absolute security standpoint, Theo's right.

    Of course, most businesses couldn't care less. Businesses don't view security as an absolute thing, because human factors make it generally impossible. Businesses view security as a risk, with associated probabilities and costs, worst-case scenarios, likely scenarios, mitigation strategies, and ultimately, diminishing marginal returns. For businesses using virtualization to consolidate systems, it generally reduces risk because it makes it easier to implement policies that mitigate human factors.

    To be precise, virtualization *technology* decreases security, but virtualization *solutions* increase security, at least when done well, which is much more practical than the technical absolute of "done right".

    [/disclosure]
  • Security granularity too big (Score:3, Interesting)

    by Animats (122034) on Thursday October 25, @12:51PM (#21116533)
    (http://www.animats.com)

    I'm always amazed that virtualization on x86 works at all. The architecture didn't support it, and VMware dealt with that by dynamic code patching. Then Intel and AMD both added some hardware support, but 1) incompatible between Intel and AMD, and 2) single-layer (you can't run a VM on a VM on a VM, unlike IBM mainframes, where that works quite nicely. And then there's the issue that you now have two levels of scheduler, which may or may not play well together.

    But those aren't the real problems. From a security standpoint, a VM running a whole operating system is an overly large security domain. It doesn't even contain, say, exploitable PHP scripts on a server, let alone a rootkit. In fact, almost any exploit that will work on a standalone server will work on the same server inside a VM, and can cause just as much trouble on the net. Now you can have multiple corrupted VM partitions!

    What we're really seeing is that server virtualization is a way to unload security worries from the server farm operator (be it a hosting company or an in-house operation) onto the user. If the server operator just gives the user an empty partition and takes no responsibility for maintaining it, it's cheaper to be a server operator. Server management is easier. But it's no more secure from the standpoint of network, user, or data protection. Too much code in one security box.

  • Two types of security (Score:3, Interesting)

    by QuasiEvil (74356) on Thursday October 25, @12:52PM (#21116555)
    Ugh, I hate it when I have to agree with Theo, but in this case, I think he's got a point. Hypervisors will have bugs, and some small portion of those will lead to security holes. I don't care how carefully the code is audited, when you're dealing with handling an architecture this nasty, there will be bugs. Because of the smaller amount of code and services that a hypervisor provides, it should be easier to get all the big bugs out, but I'd be willing to bet that some small ones will hang on, undiscovered, for some time.

    As far as VMs and security, there are two types of security - defense against the malicious, and defense against the retarded. While VMs may not add much in the long term against the malicious (and may even expose more risk), I'd argue right now they're reasonable tools of isolation, until virtualization becomes mainstream and crackers get wise to exploiting the host machine.

    They are effective, from a defense against the malicious standpoint, for isolating old platforms that you continue to need, but can't be exposed to the world. We have a proprietary tool that only runs on NT 4 (we've tried 2k, XP, etc. and no dice) that we absolutely must have at work. NT4 is no longer patched when security issues are found, and there are no longer drivers for the hardware we've had to move it to. So we run it in a VMWare VM that has no network access. Problem solved.

    I'd argue that VMs are very effective on the "defense against the retarded" side. We have a shared departmental webserver here my job. I'm the main admin in my spare time. However, when they merged a bunch of groups, they made us share the box with them. Thus, management mandated they be allowed to change things as root to fit their needs - adding users, resizing LVs, fiddling with apache, etc. They kept fucking up the box and breaking our stuff. So eventually I loaded up Xen and gave them their own VM that they could break in any way they wanted. Tada - their virtual box is always screwed up, mine stays up all the time, and management is happy because we didn't need more hardware.

    Arguably, the above also fits within the greater utilization purpose that I see being the big driver for virtualization. Realistically, most production boxes are far oversized for what they do. If you could stack virtual boxes on real iron to get better asset utilization, that's going to be the driving force for business, as it's a simple, quick way to reduce costs.
  • by erroneus (253617) on Thursday October 25, @12:56PM (#21116605)
    (http://slashdot.org/)
    You're Broadcasting an IP Address!!!!

    Seriously. It goes a bit too far to suggest that virtualization decreases security simply because of the added accessibility or mode of operation. But it's not "untrue" either. But to ignore the benefits of virtualization because of unknown but presumed added risk would be like securing your server by removing the networking from it. Yes, there are risks, but they must be balanced against the benefits.

    And as for attack angles against a virtualized server? Well, you'd just about have to compromise the host first anyway and by that time, the game is already lost. (Now if someone were stupid enough to make the virtual machine's management interfaces available to the internet, that's ANOTHER problem) But otherwise, all the same steps needed to compromise a virtual server are pretty much the same as compromising a server running directly on the hardware.
  • I know that this will be probably marked as flamebait, but I have to at least partially agree with my fellow Canadian (Theo). To me, all forms of virtualization are never going to provide 100% security. To me, virtualization is a lot like using a NAT in a network: For a person smart enough, the 'security' in a NAT is easy to get around (check out http://www.google.com/search?q=+site:www.merit.edu+nanog+nat+security [google.com] for evidence).

    However, what Theo skips over is that both NAT and virtualization are great for keeping out the riff-raff. At least on my home connection, the network traffic outside of the NAT is at least 2 packets/second of bad stuff (measured via FreeBSD 7.0's security log/emails), and inside the NAT the traffic is less than a packet/day of bad stuff (when all Winblows machines are off). I believe virtualization can do the same and keep virii/spyware/bugs/etc. contained and better monitored.

    So in conclusion:
    In theory, I believe Theo is right.
    In practice, virtualization is probably a good thing for enterprises, just as NAT is a good thing for home users.

    I am hoping that people will stop yelling at each other and realize that Theo likes everything to be practically and theoretically secure, and most of us just care that our machines are "practically secure enough." However, as botnets perhaps become more profitable, it seems that they are getting smarter, and have been using multiple exploits for quite some time, so Theo might have a point.
  • Once again... (Score:1)

    by WK2 (1072560) on Thursday October 25, @01:06PM (#21116781)
    The technology itself does not add or subtract security. It all comes down to how you use the technology.

    A lot of people use virtualization to combine physical machines into one. They do this for utilization, and not for security. I can see how this might make the machines less secure, since if you hack one virtual machine, and break out of the hypervisor, you now have 20 (virtual) machines hacked.

    However, there is another common way to use virtualization. A desktop user might surf the web in a virtual machine. We have been told that this enhances security. It does, using the classic "layers" solution. Not only does a hacker have to exploit the user's browser, but he also has to break out of the hypervisor. The hacker doesn't know what hypervisor he needs to break into beforehand, and his time is limited to the amount of time the user spends surfing the web. Most likely, the exploit was automated, will not break out of the hypervisor, but instead die when the hypervisor is shut down, and the hacker will never even notice. Compare that to having your machine compromised as soon as a hacker exploits one of the flaws in firefox.
  • by ceeam (39911) on Thursday October 25, @02:24PM (#21117847)
    Tits... sorry, exploit examples, or GTFO.
  • by rahvin112 (446269) on Thursday October 25, @03:45PM (#21119011)
    What Theo is really saying is that virtualization is insecure until OpenBSD has a virtualization system integrated into the kernel in 2020.

    Theo criticizes the security of every new technology until it's implemented into OpenBSD (I bet a quick search would show 100's of examples of this, in fact I think he said something similar about SMP when Linux first implemented it), it's part of his jealousy of the gnu/Linux system having more developers and resources than OpenBSD and his belief that only OpenBSD is secure.
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  • *sigh* (Score:2)

    by jon3k (691256) on Thursday October 25, @04:05PM (#21119309)
    He's such a bright guy, why does he continually have to act like a spoiled child?

  • Really? (Score:1)

    by lordSaurontheGreat (898628) on Thursday October 25, @04:48PM (#21119989)
    (http://www.fsdev.net/)
    In other news, researchers have recently concluded that levels of personal privacy increase inversely to the number of people you live with!
    In other words, THANK YOU CAPTAIN OBVIOUS!!! WE WOULD HAVE NEVER KNOWN!
  • by eer (526805) on Thursday October 25, @08:47PM (#21123011)
    It IS possible to create secure hypervisors and secure virtualization (see significant research results summarized in P.A. Karger, M.E. Zurko, D.W. Bonin, A.H. Mason, C.E. Kahn, "A Retrospective on the VAX VMM Security Kernel," IEEE Transactions on Software Engineering, vol. 17, no. 11, pp. 1147-1165, Nov., 1991. The abstract and the opportunity to purchase a PDF of the full paper are at http://doi.ieeecomputersociety.org/10.1109/32.106971 [ieeecomputersociety.org] ).

    But they're rare, and the current raft of hypervisors don't rate as being possibly secure.

    One area in which they fail to pass muster is in regard to their layering. From the DEC paper:

    "Strict levels of abstraction . . . as a means of reducing complexity and providing precise and understandable specifications. Each layer of the design implements some abstraction in part by making calls on lower layers. In no case does a lower layer invoke of depend upon high layer abstractions."

    One noted security practioner (not me) has opined in private correspondence that, while "[c]learly much more than this is required (as reflected in the rest of the DEC paper), but without such a strict layering a VMM design cannot be considered a serious candidate, and is probably not worth spending time and energy on. The precise number of layers will depend on the particular design, but consistent experience over several decades indicates that for the kind of functionality in a VMM something on the order of the 16 layers in the DEC design are essential to "minimizing the complexity". A small integer number of layers is an immediate tip-off that something "smells rotten" in the design."

    Such minimization of complexity is necessary to support the formal modeling and analysis that would allow you to verify that, for instance, there is no unnecessary code in the hypervisor that might be exploited by an attacker (whether deliberately inserted or not).

    ...sarcasm on
    But, in today's world, who cares? These lessons were learned decades ago - they couldn't be relevant today...
    ...sarcasm off

  • by madbawa (929673) on Thursday October 25, @11:47PM (#21124591)
    (Last Journal: Tuesday September 05 2006, @02:49AM)
    ...virtually impossible.
  • by TheLink (130905) on Friday October 26, @01:57AM (#21125373)
    (Last Journal: Saturday January 06 2007, @01:13AM)
    Theo does has a point. I've personally caused a VMware host to crash from a vmware guest by changing the date on the guest O/S to something invalid. I doubt that's exploitable other than as a DoS attack but given the weird sort of stuff that's needed to enable copy and paste and other "magic", I won't be surprised if there are more exploitable bugs.

    But, VM technology is old stuff. It's just the x86 people are reinventing it and sometimes poorly. Heard something like this from one of the "new VM" people, "If we have VM problems we just go ask the IBM guys what they used to do in the old days to deal with that" ;).

    Sure there's probably exploitable security bugs in many VM implementations. But that does not mean there will be exploitable security bugs in all VM implementations.

    You could run a pure x86 PC emulator and I think it'll be quite safe, though rather slow :). It's not going to be so easy to break out of an Apple II emulator and get the Windows machine it's running on 0w3ned.

    Can one really claim that it is impossible to get a virtualized machine as secure as an emulated machine (in practice anyway)?
  • Ideally we should run apps on dedicated boxes. Virtualisation is good for saving money and for some "virtual" security against script kiddies, newbie crackers, or your own users (or yourself). VMs can't defend you against real crackers, and in fact they will make you less secure. Do it for the money or for protecting against script-kiddies and users, but not for real security. Always use multiple boxes for various apps if you can do so.

  • by ben kohler (1109391) on Thursday October 25, @11:15AM (#21115045)

    This guy is just grabbing for attention.
    wait, did theo submit the story to /.?
    [ Parent ]
  • by maxwell demon (590494) on Thursday October 25, @04:39PM (#21119855)
    (Last Journal: Wednesday August 14 2002, @12:33PM)
    Of course all virtualization won't help much if anything important happens out of the control of the VM. This includes your DVD/whatever drive, your graphics card/monitor, and the license server you have to contact to with some DRM schemes. VMs may help with the breaking of such DRM schemes by making the data streams visible, but it cannot reveal anything going on in your hardware and/or on external servers.

    For a simple example how a DRM scheme might work: The DVD drive and the graphics card set up an encrypted data stream (basically the same way two computers set up an ssh connection through the untrusted internet), and the computer only issues commands to the drive and graphics card, and transports encrypted data from one to the other. There's no way to break this scheme just through a VM; you'll have to analyze your hardware to find out the secret keys.
    [ Parent ]
  • Oh, you've just got sour grapes that Theo's such a genius... wait a second...
    [ Parent ]
  • If you're running exploitable services on the host as well as running virtual machines, you're doing something seriously, seriously wrong. But hey, all security can be screwed up by a sufficiently incompetent admin, right? Just run all processes as root under OpenBSD and see what happens.
    [ Parent ]
  • by mrpdaemon (671575) on Thursday October 25, @11:53PM (#21124647)

    VMs do add some interesting security twists...especially giving people root access they can have lots of fun with network access (ping -f works:) (L2/L3) and mess with the operation of other virtual machines by configuring bridges and stealing data transiting the network.
    Not necessarily. For example, in VMware ESX server the default configuration is that a VM can not switch any of its virtual NIC's to promiscuous mode unless explicitly allowed to do so.
    [ Parent ]
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