.. fyl1552681364538
.. _use-uefi-secure-boot:

====================
Use UEFI Secure Boot
====================

Secure Boot is supported in |UEFI| installations only. It is not used when
booting |prod| as a legacy boot target.

|prod| currently does not support switching from legacy to |UEFI| mode after a
system has been installed. Doing so requires a reinstall of the system. This
also means that upgrading from a legacy install to a secure boot install
\(UEFI) is not supported.

When upgrading a |prod| system from a version which does not support secure
boot to a version that does, do not enable secure boot in |UEFI| firmware until
the upgrade is complete.

For each node that is going to use secure boot, you must populate the |prod|
public certificate/key in the |UEFI| Secure Boot authorized database in
accordance with the board manufacturer's process. This must be done for each
node before starting installation.

You may need to work with your hardware vendor to have the certificate
installed.

There is often an option in the UEFI setup utility which allows a user to
browse to a file containing a certificate to be loaded in the authorized
database. This option may be hidden in the UEFI setup utility unless UEFI
mode is enabled, and secure boot is enabled.

Many motherboards ship with Microsoft secure boot certificates
pre-programmed in the |UEFI| certificate database. These certificates may be
required to boot |UEFI| drivers for video cards, RAID controllers, or NICs
\(for example, the |PXE| boot software for a NIC may have been signed by a
Microsoft certificate). While certificates can usually be removed from the
certificate database (again, this is UEFI implementation specific) it
may be required that you keep the Microsoft certificates to allow for
complete system operation.

Mixed combinations of secure boot and non-secure boot nodes are supported.
For example, a controller node may secure boot, while a worker node may not.
Secure boot must be enabled in the |UEFI| firmware of each node for that node
to be protected by secure boot.

.. only:: partner

    .. include:: /_includes/extract-certificate-from-iso-181be684e2e5.rest

.. only:: starlingx

    ------------------------------------------------------------------------------
    Build considerations for signing packages for UEFI Secure Boot -- CentOS build
    ------------------------------------------------------------------------------

    The |prod| build environment has provisions for calling out to a signing
    server for purposes of creating a secure boot load.  At this time |prod|
    does not include an implementation of the signing server.  The following
    describes how the signing process is intended to work in the context of a
    CentOS build. You may find it helpful in implementing your own signing
    server.

    The following environmental variables should be defined before attempting
    to request a secure boot signing:

    .. code-block:: none

        export SIGNING_SERVER=<signing-host>
        export SIGNING_USER=<signing-user>
        export SIGNING_SERVER_SCRIPT=<path-to-signing-script>

        'build-pkgs' further requires that "$USER" == "jenkins", and

        export FORMAL_BUILD=1

    If the above criteria is met, it calls into ``sign-secure-boot``.

    This is an example of the call sequence:

    .. code-block:: none

        # Set up the server side directory for files transfers.
        UPLOAD_PATH=`ssh $SIGNING_USER@$SIGNING_SERVER sudo $SIGNING_SCRIPT -r`

        # upload the original package
        scp -q $FILE $SIGNING_USER@$SIGNING_SERVER:$UPLOAD_PATH

        # Request that the package be signed
        ssh $SIGNING_USER@$SIGNING_SERVER sudo $SIGNING_SCRIPT -v -i $UPLOAD_PATH/$(basename $FILE) $UNSIGNED_OPTION -t $TYPE > $TMPFILE

        # Download the file from the signing server
        DOWNLOAD_FILENAME=$(basename $OUTPUT_FILE)
        scp -q $SIGNING_USER@$SIGNING_SERVER:$OUTPUT_FILE $(dirname $FILE)


        Within the signing server there are two keys used for signing, known as
        the `boot` key and the `shim` key. The public half of the `boot` key
        must be manually added to the secure boot keychain in the firmware. The
        `boot` key signs the first executable loaded, contained in the `shim`
        package. The first executable must then install the public half of the
        `shim` key (automatically) before passing control to the grub, and
        ultimately the kernel, both of which are signed by the private `shim`
        key.

        Three packages need to be passed to the signing server. The RPMs need
        to be unpacked, the relevant binaries signed with the correct keys, and
        the RPMs reassembled.

    .. code-block:: none

        package    key   files to sign
        =========  ====  ===========================
        shim       boot  BOOTX64, shim, shimx64
                   shim  MokManager, fallback, mmx64, fbx64
        grub       shim  grubx64.efi, gcdx64.efi
        kernel     shim

    .. note::

        `shim` files that are required to be signed might might include a ``.efi``
        or ``.EFI`` suffix.

        Some files may be absent in newer packages.

    Example:

    .. code-block:: none

        sbsign --key $KEYPATH/$KEYNAME.key --cert $KEYPATH/$KEYNAME.crt  --output $SIGNEDFILE $UNSIGNEDFILE

    Keys and certificates:

    .. code-block:: none

        boot.crt - Certificate to boot (to be programmed in firmware)
        boot.key - Private key with which to sign shim
        shim.crt - Certificated embedded within shim used to validate kernel, grub
        shim.key - Private key with which to sign kernel/grub

    Key generation:

    .. code-block:: none

        openssl req -new -x509 -newkey rsa:2048 -keyout $KEY.key -out $KEY.pem -days 3650
        openssl x509 -in $KEY.pem -out $KEY.crt -outform DER

    .. note::

        ``boot.crt`` should be copied to
        ``cgcs-root/build-tools/certificates/TiBoot.crt`` for inclusion during the
        ``build-iso`` step.

    ------------------------------------------------------------------------------
    Build considerations for signing packages for UEFI Secure Boot -- Debian build
    ------------------------------------------------------------------------------

    The |prod| build environment has provisions for calling out to a signing
    server for purposes of creating a secure boot load.  At this time |prod|
    does not include an implementation of the signing server.  The following
    describes how the signing process is intended to work in the context of a
    ``Debian`` build. You may find it helpful in implementing your own signing
    server.

    The secure boot verification sequence of StarlingX Debian is:
    UEFI firmware verify shim image;
    shim verify grub image;
    grub verify kernel image and initramfs image.

    Bootloader shim will enroll the public key to verify grub image.
    Bootloader grub-efi will enroll the public key to verify kernel and initramfs image.

    The following process should be followed to request a secure boot signing:

    .. code-block:: none

        ......
        stx control keys-add --key-type=signing-server --key=[key file]
        stx shell
        downloader
        build-pkgs
        export SIGNING_SERVER="signing_user@signing_server_ip"
        sign-secure-boot_debian
        build-image

    The "key file" is the private key generated by "ssh-keygen -t rsa"
    and used to setup signing server access without password.

    The signing script ``sign-secure-boot_debian`` does secure boot signing for
    |prod| Debian in this way:

    .. code-block:: none

        (1) Sign shim / grub images
        The shim/grub efi images are obtained from extracted shim/grub
        packages, and they are sent to signing server and signed there and
        copied back. Then the shim/grub packages are repacked with the
        signed efi images.

        (2) Sign kernel images and LockDown.efi
        The file sign_rootfs-post-scripts is inserted to where the
        hook script "rootfs-post-scripts" is defined in the LAT config file
        base-bullseye.yaml. This will sign kernel images and LockDown.efi
        on signing server in the LAT build process.
        The "rootfs-post-scripts" is the hook in LAT tool running after rootfs
        is created.

        (3) Sign initramfs and mini initrd
        The file sign_initramfs-sign-script is inserted to where the hook
        script "initramfs-sign-script" is defined in the LAT config file
        base-bullseye.yaml. This will sign initramfs and mini initrd on signing server in
        the LAT build process.
        The "initramfs-sign-script" is the hook in LAT tool running after initramfs
        is created.

        Above (2) and (3) prepare the signing codes in LAT config file.
        After build-image is triggered, the signing codes inserted in LAT config files will
        run on LAT container in the right sequence.

    Here is an example for signing an image file in sign-secure-boot_debian:

    .. code-block:: none

        # Request upload path from signing server.
        REQUEST=$(ssh ${SSH_OPTION_NOCHECKING} ${SIGNING_SERVER} sudo /opt/signing/sign-debian.sh -r)
        UPLOAD_PATH=${REQUEST#*Upload: }

        # Copy shimx64.efi to signing server
        scp ${SSH_OPTION_NOCHECKING} shimx64.efi ${SIGNING_SERVER}:${UPLOAD_PATH}
        # Sign shimx64.efi
        ssh ${SSH_OPTION_NOCHECKING} ${SIGNING_SERVER} sudo /opt/signing/sign-debian.sh -i ${UPLOAD_PATH}/shimx64.efi -t shim
        # Copy back signed shimx64.efi which is renamed as bootx64.efi
        sudo scp ${SSH_OPTION_NOCHECKING} ${SIGNING_SERVER}:${UPLOAD_PATH}/bootx64.efi ./

    The sign-debian.sh in above code is the script running on signing server whose interface
    is defined as below:

    .. code-block:: none

        Usage:
        sign-debian.sh [options]

        [-i <file>] - input unsigned file
        [-t <type>] - type of signing to do
        [-r]        - request an upload path

        Types of signing:
        -t shim     - signs a shim EFI binary with the boot key
        -t grub     - signs a GRUB EFI binary with the shim key
        -t shimtool - signs a shim tool EFI binary with the shim key
        -t grub-gpg - signs a kernel/initrd/grub.cfg with the grub gpg key


    Keys management:

    .. code-block:: none

        Upstream stx public keys repo: https://opendev.org/starlingx/public-keys

        The keys under cgcs-root/public-keys are the public keys used in
        the verification process of secure boot process for StarlingX
        Debian.

        Keys Introduction:
        tis-boot.crt: it is the public key flashed into UEFI to verify
          bootx64.efi (signed shim image shimx64.efi);
        tis-shim.der: it is the public key used by shim to verify
          grubx64.efi (signed grub image) and mmx64.efi
          (signed shim tool image);
        boot_pub_key: it is the public key used by grub to verify signed
          kernel image and initramfs image and efitools image and so on.
        TiBoot.crt: it is the same pub key with tis-boot.crt (pem) as a
          der format. It is installed as /CERTS/TiBoot.crt in the efi.img
          which is in the iso image.

        The following ways can be used to create substitute keys:
        (1)example to create tis-boot.crt/TiBoot.crt
        openssl req -new -x509 -newkey rsa:2048 -keyout BOOT.priv -outform DER -out BOOT.der -days 36500 -subj "/CN=My Boot/" -nodes
        openssl x509 -inform der -in BOOT.der -out BOOT.pem
        cp BOOT.pem tis-boot.crt
        cp BOOT.priv tis-boot.key
        cp BOOT.der TiBoot.crt
        The tis-boot.crt and tis-boot.key are used to sign images mentioned above (shim image).

        The tis-shim.crt/tis-shim.der/tis-shim.key can be created in the same way, and used to sign images mentioned above (grub image and shim tool image).

        (2)example to create boot_pub_key

        #!/bin/bash
        key_dir="./"
        priv_key="${key_dir}/BOOT-GPG-PRIVKEY-SecureBootCore"
        pub_key="${key_dir}/BOOT-GPG-KEY-SecureBootCore"
        name_real="SecureBootCore"
        pw="PASSWORD"
        USE_PW="Passphrase: PASSWORD"
        cat >"${key_dir}/gen_keyring" <<EOF
        Key-Type: RSA
        Key-Length: 4096
        Name-Real: ${name_real}
        Name-Comment: EXAMPLE
        Name-Email: a@b.com
        Expire-Date: 0
        ${USE_PW}
        %commit
        %echo keyring ${name_real} created
        EOF

        gpg --homedir "${key_dir}" --batch --yes --gen-key "${key_dir}/gen_keyring"
        gpg --homedir "${key_dir}" -k
        gpg --homedir "${key_dir}" --export --armor "${name_real}" > "${pub_key}"
        gpg --homedir "${key_dir}" --export-secret-keys --pinentry-mode=loopback --passphrase "${pw}" --armor "${name_real}" > "${priv_key}"
        gpg --homedir "${key_dir}" --export "${name_real}" > ${key_dir}/boot_pub_key

        The BOOT-GPG-PRIVKEY-SecureBootCore is used to sign images mentioned above (kernel image and initramfs image and efitools image and so on).

    Signing commands to sign image files:

    .. code-block:: none

        Signing command to sign type shim/grub/shimtool image files:
                sbsign --key $KEYPATH/$KEYNAME.key \
                        --cert $KEYPATH/$KEYNAME.crt \
                        --output $SIGNEDFILE \
                        $UNSIGNEDFILE

        for "-t shim", the output file name is bootx64.efi;
        for "-t grub", the output file name is grubx64.efi;
        for "-t shimtool", the output file name is ${UNSIGNEDFILE}.signed.

        Signing command to sign type grub-gpg files:
                gpg2 --batch \
                    --homedir ${GPGHOME} \
                    --passphrase PASSWORD \
                    --import ${KEYPATH}/${BOOT_GPG_PRI_KEY}
                echo 'PASSWORD' | \
                gpg2 --pinentry-mode loopback \
                    --batch \
                    --homedir ${GPGHOME} \
                    -u SecureBootCore \
                    --detach-sign \
                    --passphrase-fd 0 \
                        ${FILEIN}

        Please pay attention to the keys they should use according to [Keys management] section.