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-rw-r--r--guides/source/security.md152
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diff --git a/guides/source/security.md b/guides/source/security.md
index d0d7e12b0a..a07d583f15 100644
--- a/guides/source/security.md
+++ b/guides/source/security.md
@@ -85,46 +85,116 @@ This will also be a good idea, if you modify the structure of an object and old
* _Critical data should not be stored in session_. If the user clears their cookies or closes the browser, they will be lost. And with a client-side session storage, the user can read the data.
-### Session Storage
+### Encrypted Session Storage
NOTE: _Rails provides several storage mechanisms for the session hashes. The most important is `ActionDispatch::Session::CookieStore`._
-Rails 2 introduced a new default session storage, CookieStore. CookieStore saves the session hash directly in a cookie on the client-side. The server retrieves the session hash from the cookie and eliminates the need for a session ID. That will greatly increase the speed of the application, but it is a controversial storage option and you have to think about the security implications of it:
+The `CookieStore` saves the session hash directly in a cookie on the
+client-side. The server retrieves the session hash from the cookie and
+eliminates the need for a session ID. That will greatly increase the
+speed of the application, but it is a controversial storage option and
+you have to think about the security implications and storage
+limitations of it:
+
+* Cookies imply a strict size limit of 4kB. This is fine as you should
+ not store large amounts of data in a session anyway, as described
+ before. Storing the current user's database id in a session is common
+ practice.
+
+* Session cookies do not invalidate themselves and can be maliciously
+ reused. It may be a good idea to have your application invalidate old
+ session cookies using a stored timestamp.
+
+The `CookieStore` uses the
+[encrypted](http://api.rubyonrails.org/classes/ActionDispatch/Cookies/ChainedCookieJars.html#method-i-encrypted)
+cookie jar to provide a secure, encrypted location to store session
+data. Cookie-based sessions thus provide both integrity as well as
+confidentiality to their contents. The encryption key, as well as the
+verification key used for
+[signed](http://api.rubyonrails.org/classes/ActionDispatch/Cookies/ChainedCookieJars.html#method-i-signed)
+cookies, is derived from the `secret_key_base` configuration value.
+
+As of Rails 5.2 encrypted cookies and sessions are protected using AES
+GCM encryption. This form of encryption is a type of Authenticated
+Encryption and couples authentication and encryption in single step
+while also producing shorter ciphertexts as compared to other
+algorithms previously used. The key for cookies encrypted with AES GCM
+are derived using a salt value defined by the
+`config.action_dispatch.authenticated_encrypted_cookie_salt`
+configuration value.
+
+Prior to this version, encrypted cookies were secured using AES in CBC
+mode with HMAC using SHA1 for authentication. The keys for this type of
+encryption and for HMAC verification were derived via the salts defined
+by `config.action_dispatch.encrypted_cookie_salt` and
+`config.action_dispatch.encrypted_signed_cookie_salt` respectively.
+
+Prior to Rails version 4 in both versions 2 and 3, session cookies were
+protected using only HMAC verification. As such, these session cookies
+only provided integrity to their content because the actual session data
+was stored in plaintext encoded as base64. This is how `signed` cookies
+work in the current version of Rails. These kinds of cookies are still
+useful for protecting the integrity of certain client-stored data and
+information.
+
+__Do not use a trivial secret for the `secret_key_base`, i.e. a word
+from a dictionary, or one which is shorter than 30 characters! Instead
+use `rails secret` to generate secret keys!__
+
+It is also important to use different salt values for encrypted and
+signed cookies. Using the same value for different salt configuration
+values may lead to the same derived key being used for different
+security features which in turn may weaken the strength of the key.
+
+In test and development applications get a `secret_key_base` derived from the app name. Other environments must use a random key present in `config/credentials.yml.enc`, shown here in its decrypted state:
+
+ secret_key_base: 492f...
-* Cookies imply a strict size limit of 4kB. This is fine as you should not store large amounts of data in a session anyway, as described before. _Storing the current user's database id in a session is usually ok_.
+If you have received an application where the secret was exposed (e.g. an application whose source was shared), strongly consider changing the secret.
-* The client can see everything you store in a session, because it is stored in clear-text (actually Base64-encoded, so not encrypted). So, of course, _you don't want to store any secrets here_. To prevent session hash tampering, a digest is calculated from the session with a server-side secret (`secrets.secret_token`) and inserted into the end of the cookie.
+### Rotating Encrypted and Signed Cookies Configurations
-In Rails 4, encrypted cookies through AES in CBC mode with HMAC using SHA1 for
-verification was introduced. This prevents the user from accessing and tampering
-the content of the cookie. Thus the session becomes a more secure place to store
-data. The encryption is performed using a server-side `secrets.secret_key_base`.
-Two salts are used when deriving keys for encryption and verification. These
-salts are set via the `config.action_dispatch.encrypted_cookie_salt` and
-`config.action_dispatch.encrypted_signed_cookie_salt` configuration values.
+Rotation is ideal for changing cookie configurations and ensuring old cookies
+aren't immediately invalid. Your users then have a chance to visit your site,
+get their cookie read with an old configuration and have it rewritten with the
+new change. The rotation can then be removed once you're comfortable enough
+users have had their chance to get their cookies upgraded.
-Rails 5.2 uses AES-GCM for the encryption which couples authentication
-and encryption in one faster step and produces shorter ciphertexts.
+It's possible to rotate the ciphers and digests used for encrypted and signed cookies.
-Encrypted cookies are automatically upgraded if the
-`config.action_dispatch.use_authenticated_cookie_encryption` is enabled.
+For instance to change the digest used for signed cookies from SHA1 to SHA256,
+you would first assign the new configuration value:
-_Do not use a trivial secret, i.e. a word from a dictionary, or one which is shorter than 30 characters! Instead use `rails secret` to generate secret keys!_
+```ruby
+Rails.application.config.action_dispatch.signed_cookie_digest = "SHA256"
+```
-Applications get `secrets.secret_key_base` initialized to a random key present in `config/secrets.yml`, e.g.:
+Then you'd set up a rotation with the old configuration to keep it alive.
- development:
- secret_key_base: a75d...
+```ruby
+Rails.application.config.action_dispatch.cookies_rotations.tap do |cookies|
+ cookies.rotate :signed, digest: "SHA256"
+end
+```
- test:
- secret_key_base: 492f...
+Then any written signed cookies will be digested with SHA256. Old cookies
+that were written with SHA1 can still be read, and if accessed will be written
+with the new digest so they're upgraded and won't be invalid when you remove the
+rotation.
- production:
- secret_key_base: <%= ENV["SECRET_KEY_BASE"] %>
+Once users with SHA1 digested signed cookies should no longer have a chance to
+have their cookies rewritten, remove the rotation.
-Older versions of Rails use CookieStore, which uses `secret_token` instead of `secret_key_base` that is used by EncryptedCookieStore. Read the upgrade documentation for more information.
+While you can setup as many rotations as you'd like it's not common to have many
+rotations going at any one time.
-If you have received an application where the secret was exposed (e.g. an application whose source was shared), strongly consider changing the secret.
+For more details on key rotation with encrypted and signed messages as
+well as the various options the `rotate` method accepts, please refer to
+the
+[MessageEncryptor API](api.rubyonrails.org/classes/ActiveSupport/MessageEncryptor.html)
+and
+[MessageVerifier API](api.rubyonrails.org/classes/ActiveSupport/MessageVerifier.html)
+documentation.
### Replay Attacks for CookieStore Sessions
@@ -189,7 +259,7 @@ class Session < ApplicationRecord
end
```
-The section about session fixation introduced the problem of maintained sessions. An attacker maintaining a session every five minutes can keep the session alive forever, although you are expiring sessions. A simple solution for this would be to add a created_at column to the sessions table. Now you can delete sessions that were created a long time ago. Use this line in the sweep method above:
+The section about session fixation introduced the problem of maintained sessions. An attacker maintaining a session every five minutes can keep the session alive forever, although you are expiring sessions. A simple solution for this would be to add a `created_at` column to the sessions table. Now you can delete sessions that were created a long time ago. Use this line in the sweep method above:
```ruby
delete_all "updated_at < '#{time.ago.to_s(:db)}' OR
@@ -1032,27 +1102,33 @@ Environmental Security
It is beyond the scope of this guide to inform you on how to secure your application code and environments. However, please secure your database configuration, e.g. `config/database.yml`, and your server-side secret, e.g. stored in `config/secrets.yml`. You may want to further restrict access, using environment-specific versions of these files and any others that may contain sensitive information.
-### Custom secrets
+### Custom credentials
+
+Rails generates a `config/credentials.yml.enc` to store third-party credentials
+within the repo. This is only viable because Rails encrypts the file with a master
+key that's generated into a version control ignored `config/master.key` — Rails
+will also look for that key in `ENV["RAILS_MASTER_KEY"]`. Rails also requires the
+key to boot in production, so the credentials can be read.
+
+To edit stored credentials use `bin/rails credentials:edit`.
-Rails generates a `config/secrets.yml`. By default, this file contains the
-application's `secret_key_base`, but it could also be used to store other
-secrets such as access keys for external APIs.
+By default, this file contains the application's
+`secret_key_base`, but it could also be used to store other credentials such as
+access keys for external APIs.
-The secrets added to this file are accessible via `Rails.application.secrets`.
-For example, with the following `config/secrets.yml`:
+The credentials added to this file are accessible via `Rails.application.credentials`.
+For example, with the following decrypted `config/credentials.yml.enc`:
- development:
- secret_key_base: 3b7cd727ee24e8444053437c36cc66c3
- some_api_key: SOMEKEY
+ secret_key_base: 3b7cd727ee24e8444053437c36cc66c3
+ some_api_key: SOMEKEY
-`Rails.application.secrets.some_api_key` returns `SOMEKEY` in the development
-environment.
+`Rails.application.credentials.some_api_key` returns `SOMEKEY` in any environment.
If you want an exception to be raised when some key is blank, use the bang
version:
```ruby
-Rails.application.secrets.some_api_key! # => raises KeyError: key not found: :some_api_key
+Rails.application.credentials.some_api_key! # => raises KeyError: :some_api_key is blank
```
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