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4 <title>FreeS/WAN background</title>
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8 Written by Sandy Harris for the Linux FreeS/WAN project
9 Freely distributable under the GNU General Public License
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11 More information at www.freeswan.org
12 Feedback to users@lists.freeswan.org
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15 RCS ID: $Id: background.html,v 1.1 2004/03/15 20:35:24 as Exp $
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22
23<body>
24<h1><a name="background">Linux FreeS/WAN background</a></h1>
25
26<p>This section discusses a number of issues which have three things in
27common:</p>
28<ul>
29 <li>They are not specifically FreeS/WAN problems</li>
30 <li>You may have to understand them to get FreeS/WAN working right</li>
31 <li>They are not simple questions</li>
32</ul>
33
34<p>Grouping them here lets us provide the explanations some users will need
35without unduly complicating the main text.</p>
36
37<p>The explanations here are intended to be adequate for FreeS/WAN purposes
38(please comment to the <a href="mail.html">users mailing list</a> if you
39don't find them so), but they are not trying to be complete or definitive. If
40you need more information, see the references provided in each section.</p>
41
42<h2><a name="dns.background">Some DNS background</a></h2>
43
44<p><a href="glossary.html#carpediem">Opportunistic encryption</a> requires
45that the gateway systems be able to fetch public keys, and other
46IPsec-related information, from each other's DNS (Domain Name Service)
47records.</p>
48
49<p><a href="glossary.html#DNS">DNS</a> is a distributed database that maps
50names to IP addresses and vice versa.</p>
51
52<p>Much good reference material is available for DNS, including:</p>
53<ul>
54 <li>the <a href="http://www.linuxdoc.org/HOWTO/DNS-HOWTO.html">DNS
55 HowTo</a></li>
56 <li>the standard <a href="biblio.html#DNS.book">DNS reference</a> book</li>
57 <li><a href="http://www.linuxdoc.org/LDP/nag2/index.html">Linux Network
58 Administrator's Guide</a></li>
59 <li><a
60 href="http://www.nominum.com/resources/whitepapers/bind-white-paper.html">BIND
61 overview</a></li>
62 <li><a
63 href="http://www.nominum.com/resources/documentation/Bv9ARM.pdf">BIND 9
64 Administrator's Reference</a></li>
65</ul>
66
67<p>We give only a brief overview here, intended to help you use DNS for
68FreeS/WAN purposes.</p>
69
70<h3><a name="forward.reverse">Forward and reverse maps</a></h3>
71
72<p>Although the implementation is distributed, it is often useful to speak of
73DNS as if it were just two enormous tables:</p>
74<ul>
75 <li>the forward map: look up a name, get an IP address</li>
76 <li>the reverse map: look up an IP address, get a name</li>
77</ul>
78
79<p>Both maps can optionally contain additional data. For opportunistic
80encryption, we insert the data need for IPsec authentication.</p>
81
82<p>A system named gateway.example.com with IP address 10.20.30.40 should have
83at least two DNS records, one in each map:</p>
84<dl>
85 <dt>gateway.example.com. IN A 10.20.30.40</dt>
86 <dd>used to look up the name and get an IP address</dd>
87 <dt>40.30.20.10.in-addr.arpa. IN PTR gateway.example.com.</dt>
88 <dd>used for reverse lookups, looking up an address to get the associated
89 name. Notice that the digits here are in reverse order; the actual
90 address is 10.20.30.40 but we use 40.30.20.10 here.</dd>
91</dl>
92
93<h3>Hierarchy and delegation</h3>
94
95<p>For both maps there is a hierarchy of DNS servers and a system of
96delegating authority so that, for example:</p>
97<ul>
98 <li>the DNS administrator for example.com can create entries of the form
99 <var>name</var>.example.com</li>
100 <li>the example.com admin cannot create an entry for counterexample.com;
101 only someone with authority for .com can do that</li>
102 <li>an admin might have authority for 20.10.in-addr.arpa.</li>
103 <li>in either map, authority can be delegated
104 <ul>
105 <li>the example.com admin could give you authority for
106 westcoast.example.com</li>
107 <li>the 20.10.in-addr.arpa admin could give you authority for
108 30.20.10.in-addr.arpa</li>
109 </ul>
110 </li>
111</ul>
112
113<p>DNS zones are the units of delegation. There is a hierarchy of zones.</p>
114
115<h3>Syntax of DNS records</h3>
116
117<p>Returning to the example records:</p>
118<pre> gateway.example.com. IN A 10.20.30.40
119 40.30.20.10.in-addr.arpa. IN PTR gateway.example.com.</pre>
120
121<p>some syntactic details are:</p>
122<ul>
123 <li>the IN indicates that these records are for <strong>In</strong>ternet
124 addresses</li>
125 <li>The final periods in '.com.' and '.arpa.' are required. They indicate
126 the root of the domain name system.</li>
127</ul>
128
129<p>The capitalised strings after IN indicate the type of record. Possible
130types include:</p>
131<ul>
132 <li><strong>A</strong>ddress, for forward lookups</li>
133 <li><strong>P</strong>oin<strong>T</strong>e<strong>R</strong>, for reverse
134 lookups</li>
135 <li><strong>C</strong>anonical <strong>NAME</strong>, records to support
136 aliasing, multiple names for one address</li>
137 <li><strong>M</strong>ail e<strong>X</strong>change, used in mail
138 routing</li>
139 <li><strong>SIG</strong>nature, used in <a href="glossary.html#SDNS">secure
140 DNS</a></li>
141 <li><strong>KEY</strong>, used in <a href="glossary.html#SDNS">secure
142 DNS</a></li>
143 <li><strong>T</strong>e<strong>XT</strong>, a multi-purpose record type</li>
144</ul>
145
146<p>To set up for opportunistic encryption, you add some TXT records
147to your DNS data. Details are in our <a href="quickstart.html">quickstart</a>
148document.</p>
149
150<h3>Cacheing, TTL and propagation delay</h3>
151
152<p>DNS information is extensively cached. With no caching, a lookup by your
153system of "www.freeswan.org" might involve:</p>
154<ul>
155 <li>your system asks your nameserver for "www.freeswan.org"</li>
156 <li>local nameserver asks root server about ".org", gets reply</li>
157 <li>local nameserver asks .org nameserver about "freeswan.org", gets
158 reply</li>
159 <li>local nameserver asks freeswan.org nameserver about "www.freeswan.org",
160 gets reply</li>
161</ul>
162
163<p>However, this can be a bit inefficient. For example, if you are in the
164Phillipines, the closest a root server is in Japan. That might send you to a
165.org server in the US, and then to freeswan.org in Holland. If everyone did
166all those lookups every time they clicked on a web link, the net would grind
167to a halt.</p>
168
169<p>Nameservers therefore cache information they look up. When you click on
170another link at www.freeswan.org, your local nameserver has the IP address
171for that server in its cache, and no further lookups are required. </p>
172
173<p>Intermediate results are also cached. If you next go to
174lists.freeswan.org, your nameserver can just ask the freeswan.org nameserver
175for that address; it does not need to query the root or .org nameservers
176because it has a cached address for the freeswan.org zone server.</p>
177
178<p>Of course, like any cacheing mechanism, this can create problems of
179consistency. What if the administrator for freeswan.org changes the IP
180address, or the authentication key, for www.freeswan.org? If you use old
181information from the cache, you may get it wrong. On the other hand, you
182cannot afford to look up fresh information every time. Nor can you expect the
183freeswan.org server to notify you; that isn't in the protocols.</p>
184
185<p>The solution that is in the protocols is fairly simple. Cacheable records
186are marked with Time To Live (TTL) information. When the time expires, the
187caching server discards the record. The next time someone asks for it, the
188server fetches a fresh copy. Of course, a server may also discard records
189before their TTL expires if it is running out of cache space.</p>
190
191<p>This implies that there will be some delay before the new version of a
192changed record propagates around the net. Until the TTLs on all copies of the
193old record expire, some users will see it because that is what is in their
194cache. Other users may see the new record immediately because they don't have
195an old one cached.</p>
196
197<h2><a name="MTU.trouble">Problems with packet fragmentation</a></h2>
198
199<p>It seems, from mailing list reports, to be moderately common for problems
200to crop up in which small packets pass through the IPsec tunnels just fine
201but larger packets fail.</p>
202
203<p>These problems are caused by various devices along the way mis-handling
204either packet fragments or <a href="glossary.html#pathMTU">path MTU
205discovery</a>.</p>
206
207<p>IPsec makes packets larger by adding an ESP or AH header. This can tickle
208assorted bugs in fragment handling in routers and firewalls, or in path MTU
209discovery mechanisms, and cause a variety of symptoms which are both annoying
210and, often, quite hard to diagnose.</p>
211
212<p>An explanation from project technical lead Henry Spencer:</p>
213<pre>The problem is IP fragmentation; more precisely, the problem is that the
214second, third, etc. fragments of an IP packet are often difficult for
215filtering mechanisms to classify.
216
217Routers cannot rely on reassembling the packet, or remembering what was in
218earlier fragments, because the fragments may be out of order or may even
219follow different routes. So any general, worst-case filtering decision
220pretty much has to be made on each fragment independently. (If the router
221knows that it is the only route to the destination, so all fragments
222*must* pass through it, reassembly would be possible... but most routers
223don't want to bother with the complications of that.)
224
225All fragments carry roughly the original IP header, but any higher-level
226header is (for IP purposes) just the first part of the packet data... so
227only the first fragment carries that. So, for example, on examining the
228second fragment of a TCP packet, you could tell that it's TCP, but not
229what port number it is destined for -- that information is in the TCP
230header, which appears in the first fragment only.
231
232The result of this classification difficulty is that stupid routers and
233over-paranoid firewalls may just throw fragments away. To get through
234them, you must reduce your MTU enough that fragmentation will not occur.
235(In some cases, they might be willing to attempt reassembly, but have very
236limited resources to devote to it, meaning that packets must be small and
237fragments few in number, leading to the same conclusion: smaller MTU.)</pre>
238
239<p>In addition to the problem Henry describes, you may also have trouble with
240<a href="glossary.html#pathMTU">path MTU discovery</a>.</p>
241
242<p>By default, FreeS/WAN uses a large <a href="glossary.html#MTU">MTU</a> for
243the ipsec device. This avoids some problems, but may complicate others.
244Here's an explanation from Claudia:</p>
245<pre>Here are a couple of pieces of background information. Apologies if you
246have seen these already. An excerpt from one of my old posts:
247
248 An MTU of 16260 on ipsec0 is usual. The IPSec device defaults to this
249 high MTU so that it does not fragment incoming packets before encryption
250 and encapsulation. If after IPSec processing packets are larger than 1500,
251 [ie. the mtu of eth0] then eth0 will fragment them.
252
253 Adding IPSec headers adds a certain number of bytes to each packet.
254 The MTU of the IPSec interface refers to the maximum size of the packet
255 before the IPSec headers are added. In some cases, people find it helpful
256 to set ipsec0's MTU to 1500-(IPSec header size), which IIRC is about 1430.
257
258 That way, the resulting encapsulated packets don't exceed 1500. On most
259 networks, packets less than 1500 will not need to be fragmented.
260
261and... (from Henry Spencer)
262
263 The way it *ought* to work is that the MTU advertised by the ipsecN
264 interface should be that of the underlying hardware interface, less a
265 pinch for the extra headers needed.
266
267 Unfortunately, in certain situations this breaks many applications.
268 There is a widespread implicit assumption that the smallest MTUs are
269 at the ends of paths, not in the middle, and another that MTUs are
270 never less than 1500. A lot of code is unprepared to handle paths
271 where there is an "interior minimum" in the MTU, especially when it's
272 less than 1500. So we advertise a big MTU and just let the resulting
273 big packets fragment.
274
275This usually works, but we do get bitten in cases where some intermediate
276point can't handle all that fragmentation. We can't win on this one.</pre>
277
278<p>The MTU can be changed with an <var>overridemtu=</var> statement in the
279<var>config setup</var> section of <a
280href="manpage.d/ipsec.conf.5.html">ipsec.conf.5</a>.</p>
281
282<p>For a discussion of MTU issues and some possible solutions using Linux
283advanced routing facilities, see the <a
284href="http://www.linuxguruz.org/iptables/howto/2.4routing-15.html#ss15.6">Linux
2852.4 Advanced Routing HOWTO</a>.
286
287For a discussion of MTU and NAT (Network Address Translation), see
288<A HREF="http://harlech.math.ucla.edu/services/ipsec.html">James Carter's MTU
289notes</A>.</p>
290
291<h2><a name="nat.background">Network address translation (NAT)</a></h2>
292
293<p><strong>N</strong>etwork <strong>A</strong>ddress
294<strong>T</strong>ranslation is a service provided by some gateway machines.
295Calling it NAPT (adding the word <strong>P</strong>ort) would be more
296precise, but we will follow the widespread usage.</p>
297
298<p>A gateway doing NAT rewrites the headers of packets it is forwarding,
299changing one or more of:</p>
300<ul>
301 <li>source address</li>
302 <li>source port</li>
303 <li>destination address</li>
304 <li>destination port</li>
305</ul>
306
307<p>On Linux 2.4, NAT services are provided by the <a
308href="http://netfilter.samba.org">netfilter(8)</a> firewall code. There are
309several <a
310href="http://netfilter.samba.org/documentation/index.html#HOWTO">Netfilter
311HowTos</a> including one on NAT.</p>
312
313<p>For older versions of Linux, this was referred to as "IP masquerade" and
314different tools were used. See this <a
315href="http://www.e-infomax.com/ipmasq/">resource page</a>.</p>
316
317<p>Putting an IPsec gateway behind a NAT gateway is not recommended. See our
318<a href="firewall.html#NAT">firewalls document</a>.</p>
319
320<h3>NAT to non-routable addresses</h3>
321
322<p>The most common application of NAT uses private <a
323href="glossary.html#non-routable">non-routable</a> addresses.</p>
324
325<p>Often a home or small office network will have:</p>
326<ul>
327 <li>one connection to the Internet</li>
328 <li>one assigned publicly visible IP address</li>
329 <li>several machines that all need access to the net</li>
330</ul>
331
332<p>Of course this poses a problem since several machines cannot use one
333address. The best solution might be to obtain more addresses, but often this
334is impractical or uneconomical.</p>
335
336<p>A common solution is to have:</p>
337<ul>
338 <li><a href="glossary.html#non-routable">non-routable</a> addresses on the
339 local network</li>
340 <li>the gateway machine doing NAT</li>
341 <li>all packets going outside the LAN rewritten to have the gateway as
342 their source address</li>
343</ul>
344
345<p>The client machines are set up with reserved <a
346href="#non-routable">non-routable</a> IP addresses defined in RFC 1918. The
347masquerading gateway, the machine with the actual link to the Internet,
348rewrites packet headers so that all packets going onto the Internet appear to
349come from one IP address, that of its Internet interface. It then gets all
350the replies, does some table lookups and more header rewriting, and delivers
351the replies to the appropriate client machines.</p>
352
353<p>As far as anyone else on the Internet is concerned, the systems behind the
354gateway are completely hidden. Only one machine with one IP address is
355visible.</p>
356
357<p>For IPsec on such a gateway, you can entirely ignore the NAT in:</p>
358<ul>
359 <li><a href="manpage.d/ipsec.conf.5.html">ipsec.conf(5)</a></li>
360 <li>firewall rules affecting your Internet-side interface</li>
361</ul>
362
363<p>Those can be set up exactly as they would be if your gateway had no other
364systems behind it.</p>
365
366<p>You do, however, have to take account of the NAT in firewall rules which
367affect packet forwarding.</p>
368
369<h3>NAT to routable addresses</h3>
370
371<p>NAT to routable addresses is also possible, but is less common and may
372make for rather tricky routing problems. We will not discuss it here. See the
373<a href="http://netfilter.samba.org/documentation/index.html#HOWTO">Netfilter
374HowTos</a>.</p>
375</body>
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