Secure Remote Server Boot via Cryptoprocessor Mutual Authentication

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Solution Overview

Problem

Deploying servers in semi-trusted environments poses security risks, including physical access, secret data interception, and compromised systems, due to lack of control and trustworthiness of external image sources during boot processes.

Innovation Solution

Implementing a secure remote boot process using a client-server environment that boots software assemblies from a network, combined with a secure cryptoprocessor like TPM, to ensure integrity and provide a root of trust, leveraging technologies such as iPXE and GRUB for immutable boot mechanisms and mutual authentication.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Productivity

If servers are deployed in semi-trusted environments to improve network performance and user access, then network performance and accessibility are improved, but security risks increase due to physical access threats and lack of control

Engineering Contradiction:
Improvenetwork performanceVSAvoidsecurity
Core Design Contradiction:
ProductivityVSReliability

Solution Approach 1:

The system separates the boot process into distinct secure stages: cryptographic verification of boot components, secure key management through TPM, and authenticated network boot. This segmentation allows performance optimization in trusted stages while maintaining security boundaries.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

A trusted platform module (TPM) acts as an intermediary between the server hardware and the network boot process, providing cryptographic verification and secure key management. This intermediary ensures that even in semi-trusted environments, the boot process maintains integrity through cryptographic proofs.

Inventive Principle:
Principle #24Intermediary (Mediator)

2Object-affected harmful factors

If diskless boot is used to prevent physical access to storage media, then protection against physical access is improved, but reliance on external image sources creates new security vulnerabilities

Engineering Contradiction:
Improvephysical access protectionVSAvoidtrustworthiness of external image source
Core Design Contradiction:
Object-affected harmful factorsVSReliability

Solution Approach 1:

The system implements cryptographic feedback mechanisms where the TPM verifies the integrity of boot images before execution. Each boot component is cryptographically signed and verified, creating a feedback loop that ensures only authenticated images are loaded, preventing reliance on untrusted external sources.

Inventive Principle:
Principle #23Feedback

Solution Approach 2:

Security verification is performed preliminarily during the boot process before any operational code executes. The TPM verifies cryptographic signatures of boot images, network boot protocols, and system components before allowing system operation, ensuring that trust is established before reliance on external sources.

Inventive Principle:
Principle #10Preliminary action

3Ease of operation

If remote servers are deployed without local storage to improve security control, then control over server contents is improved, but the boot process becomes dependent on network availability and external sources

Engineering Contradiction:
Improvecontrol over server contentsVSAvoidboot process complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The TPM provides multiple security functions within a single component: cryptographic key generation, secure storage of boot keys, verification of boot images, and attestation of system state. This multi-functionality simplifies the overall system architecture while maintaining comprehensive security control.

Inventive Principle:
Principle #6Universality (Multi-functionality)

Solution Approach 2:

The system performs self-verification through cryptographic proofs generated by the TPM. The boot process automatically verifies its own integrity components without requiring external trust, enabling the server to self-authenticate its state to the network while maintaining control over its contents.

Inventive Principle:
Principle #25Self-service

4Reliability

If cryptographic verification is implemented to ensure boot integrity, then system integrity is improved, but boot time and system complexity increase

Engineering Contradiction:
Improveboot integrityVSAvoidboot time
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

Cryptographic verification of critical boot components is performed preliminarily during the early boot stages before full system initialization. The TPM verifies signatures of bootloaders and kernel components before they are loaded into memory, ensuring integrity without delaying the main boot process.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The system extracts and verifies only the critical cryptographic signatures and essential boot components rather than verifying entire system images. This selective verification approach maintains boot integrity while minimizing the time overhead of cryptographic checks.

Inventive Principle:
Principle #2Taking out (Extraction)

Data Source

PatentUS10963570B2Secure boot of remote servers
Publication Date: 2021.03.30 VERIZON PATENT & LICENSING INC
  • US10963570B2 patent drawing
  • US10963570B2 patent drawing
  • US10963570B2 patent drawing

AI summary

Systems and methods for diskless booting a remote server. The remote server includes a secure cryptoprocessor having a root key that is unique to the cryptoprocessor. Keying information can be fetched from an image server, which includes a certificate associated with the remote server and a private key of a key pair associated with the remote server. The key pair can be generated by the secure cryptoprocessor based on the root key. The client certificate can be created from a public key of the key pair. A mutually authenticated secure channel between the servers can be established by authenticating the servers based at least in part on the loaded keying information. Images of components of the remote server can be fetched from the image server via the secure channel, and then the remote server can be further booted accordingly.