Doctor of Philosophy

dissertationA modern software system is a composition of parts that are themselves highly complex: operating systems, middleware, libraries, servers, and so on. In principle, compositionality of interfaces means that we can understand any given module independently of the internal workings of other parts. In practice, however, abstractions are leaky, and with every generation, modern software systems grow in complexity. Traditional ways of understanding failures, explaining anomalous executions, and analyzing performance are reaching their limits in the face of emergent behavior, unrepeatability, cross-component execution, software aging, and adversarial changes to the system at run time. Deterministic systems analysis has a potential to change the way we analyze and debug software systems. Recorded once, the execution of the system becomes an independent artifact, which can be analyzed offline. The availability of the complete system state, the guaranteed behavior of re-execution, and the absence of limitations on the run-time complexity of analysis collectively enable the deep, iterative, and automatic exploration of the dynamic properties of the system. This work creates a foundation for making deterministic replay a ubiquitous system analysis tool. It defines design and engineering principles for building fast and practical replay machines capable of capturing complete execution of the entire operating system with an overhead of several percents, on a realistic workload, and with minimal installation costs. To enable an intuitive interface of constructing replay analysis tools, this work implements a powerful virtual machine introspection layer that enables an analysis algorithm to be programmed against the state of the recorded system through familiar terms of source-level variable and type names. To support performance analysis, the replay engine provides a faithful performance model of the original execution during replay

The Design, Implementation, and Evaluation of Software and Architectural Support for ARM Virtualization

The ARM architecture is dominating in the mobile and embedded markets and is making an upwards push into the server and networking markets where virtualization is a key technology. Similar to x86, ARM has added hardware support for virtualization, but there are important differences between the ARM and x86 architectural designs. Given two widely deployed computer architectures with different approaches to hardware virtualization support, we can evaluate, in practice, benefits and drawbacks of different approaches to architectural support for virtualization. This dissertation explores new approaches to combining software and architectural support for virtualization with a focus on the ARM architecture and shows that it is possible to provide virtualization services an order of magnitude more efficiently than traditional implementations. First, we investigate why the ARM architecture does not meet the classical requirements for virtualizable architectures and present an early prototype of KVM for ARM, a hypervisor using lightweight paravirtualization to run VMs on ARM systems without hardware virtualization support. Lightweight paravirtualization is a fully automated approach which replaces sensitive instructions with privileged instructions and requires no understanding of the guest OS code. Second, we introduce split-mode virtualization to support hosted hypervisor designs using ARM's architectural support for virtualization. Different from x86, the ARM virtualization extensions are based on a new hypervisor CPU mode, separate from existing CPU modes. This separate hypervisor CPU mode does not support running existing unmodified OSes, and therefore hosted hypervisor designs, in which the hypervisor runs as part of a host OS, do not work on ARM. Split-mode virtualization splits the execution of the hypervisor such that the host OS with core hypervisor functionality runs in the existing kernel CPU mode, but a small runtime runs in the hypervisor CPU mode and supports switching between the VM and the host OS. Split-mode virtualization was used in KVM/ARM, which was designed from the ground up as an open source project and merged in the mainline Linux kernel, resulting in interesting lessons about translating research ideas into practice. Third, we present an in-depth performance study of 64-bit ARMv8 virtualization using server hardware and compare against x86. We measure the performance of both standalone and hosted hypervisors on both ARM and x86 and compare their results. We find that ARM hardware support for virtualization can enable faster transitions between the VM and the hypervisor for standalone hypervisors compared to x86, but results in high switching overheads for hosted hypervisors compared to both x86 and to standalone hypervisors on ARM. We identify a key reason for high switching overhead for hosted hypervisors being the need to save and restore kernel mode state between the host OS kernel and the VM kernel. However, standalone hypervisors such as Xen, cannot leverage their performance benefit in practice for real application workloads. Other factors related to hypervisor software design and I/O emulation play a larger role in overall hypervisor performance than low-level interactions between the hypervisor and the hardware. Fourth, realizing that modern hypervisors rely on running a full OS kernel, the hypervisor OS kernel, to support their hypervisor functionality, we present a new hypervisor design which runs the hypervisor and its hypervisor OS kernel in ARM's separate hypervisor CPU mode and avoids the need to multiplex kernel mode CPU state between the VM and the hypervisor. Our design benefits from new architectural features, the virtualization host extensions (VHE), in ARMv8.1 to avoid modifying the hypervisor OS kernel to run in the hypervisor CPU mode. We show that the hypervisor must be co-designed with the hardware features to take advantage of running in a separate CPU mode and implement our changes to KVM/ARM. We show that running the hypervisor OS kernel in a separate CPU mode from the VM and taking advantage of ARM's ability to quickly switch between the VM and hypervisor results in an order of magnitude reduction in overhead for important virtualization microbenchmarks and reduces the overhead of real application workloads by more than 50%

Análise de malware com suporte de hardware

Orientadores: Paulo Lício de Geus, André Ricardo Abed GrégioDissertação (mestrado) - Universidade Estadual de Campinas, Instituto de ComputaçãoResumo: O mundo atual é impulsionado pelo uso de sistemas computacionais, estando estes pre- sentes em todos aspectos da vida cotidiana. Portanto, o correto funcionamento destes é essencial para se assegurar a manutenção das possibilidades trazidas pelos desenvolvi- mentos tecnológicos. Contudo, garantir o correto funcionamento destes não é uma tarefa fácil, dado que indivíduos mal-intencionados tentam constantemente subvertê-los visando benefíciar a si próprios ou a terceiros. Os tipos mais comuns de subversão são os ataques por códigos maliciosos (malware), capazes de dar a um atacante controle total sobre uma máquina. O combate à ameaça trazida por malware baseia-se na análise dos artefatos coletados de forma a permitir resposta aos incidentes ocorridos e o desenvolvimento de contramedidas futuras. No entanto, atacantes têm se especializado em burlar sistemas de análise e assim manter suas operações ativas. Para este propósito, faz-se uso de uma série de técnicas denominadas de "anti-análise", capazes de impedir a inspeção direta dos códigos maliciosos. Dentre essas técnicas, destaca-se a evasão do processo de análise, na qual são empregadas exemplares capazes de detectar a presença de um sistema de análise para então esconder seu comportamento malicioso. Exemplares evasivos têm sido cada vez mais utilizados em ataques e seu impacto sobre a segurança de sistemas é considerá- vel, dado que análises antes feitas de forma automática passaram a exigir a supervisão de analistas humanos em busca de sinais de evasão, aumentando assim o custo de se manter um sistema protegido. As formas mais comuns de detecção de um ambiente de análise se dão através da detecção de: (i) código injetado, usado pelo analista para inspecionar a aplicação; (ii) máquinas virtuais, usadas em ambientes de análise por questões de escala; (iii) efeitos colaterais de execução, geralmente causados por emuladores, também usados por analistas. Para lidar com malware evasivo, analistas tem se valido de técnicas ditas transparentes, isto é, que não requerem injeção de código nem causam efeitos colaterais de execução. Um modo de se obter transparência em um processo de análise é contar com suporte do hardware. Desta forma, este trabalho versa sobre a aplicação do suporte de hardware para fins de análise de ameaças evasivas. No decorrer deste texto, apresenta-se uma avaliação das tecnologias existentes de suporte de hardware, dentre as quais máqui- nas virtuais de hardware, suporte de BIOS e monitores de performance. A avaliação crítica de tais tecnologias oferece uma base de comparação entre diferentes casos de uso. Além disso, são enumeradas lacunas de desenvolvimento existentes atualmente. Mais que isso, uma destas lacunas é preenchida neste trabalho pela proposição da expansão do uso dos monitores de performance para fins de monitoração de malware. Mais especificamente, é proposto o uso do monitor BTS para fins de construção de um tracer e um debugger. O framework proposto e desenvolvido neste trabalho é capaz, ainda, de lidar com ataques do tipo ROP, um dos mais utilizados atualmente para exploração de vulnerabilidades. A avaliação da solução demonstra que não há a introdução de efeitos colaterais, o que per- mite análises de forma transparente. Beneficiando-se desta característica, demonstramos a análise de aplicações protegidas e a identificação de técnicas de evasãoAbstract: Today¿s world is driven by the usage of computer systems, which are present in all aspects of everyday life. Therefore, the correct working of these systems is essential to ensure the maintenance of the possibilities brought about by technological developments. However, ensuring the correct working of such systems is not an easy task, as many people attempt to subvert systems working for their own benefit. The most common kind of subversion against computer systems are malware attacks, which can make an attacker to gain com- plete machine control. The fight against this kind of threat is based on analysis procedures of the collected malicious artifacts, allowing the incident response and the development of future countermeasures. However, attackers have specialized in circumventing analysis systems and thus keeping their operations active. For this purpose, they employ a series of techniques called anti-analysis, able to prevent the inspection of their malicious codes. Among these techniques, I highlight the analysis procedure evasion, that is, the usage of samples able to detect the presence of an analysis solution and then hide their malicious behavior. Evasive examples have become popular, and their impact on systems security is considerable, since automatic analysis now requires human supervision in order to find evasion signs, which significantly raises the cost of maintaining a protected system. The most common ways for detecting an analysis environment are: i) Injected code detec- tion, since injection is used by analysts to inspect applications on their way; ii) Virtual machine detection, since they are used in analysis environments due to scalability issues; iii) Execution side effects detection, usually caused by emulators, also used by analysts. To handle evasive malware, analysts have relied on the so-called transparent techniques, that is, those which do not require code injection nor cause execution side effects. A way to achieve transparency in an analysis process is to rely on hardware support. In this way, this work covers the application of the hardware support for the evasive threats analysis purpose. In the course of this text, I present an assessment of existing hardware support technologies, including hardware virtual machines, BIOS support, performance monitors and PCI cards. My critical evaluation of such technologies provides basis for comparing different usage cases. In addition, I pinpoint development gaps that currently exists. More than that, I fill one of these gaps by proposing to expand the usage of performance monitors for malware monitoring purposes. More specifically, I propose the usage of the BTS monitor for the purpose of developing a tracer and a debugger. The proposed framework is also able of dealing with ROP attacks, one of the most common used technique for remote vulnerability exploitation. The framework evaluation shows no side-effect is introduced, thus allowing transparent analysis. Making use of this capability, I demonstrate how protected applications can be inspected and how evasion techniques can be identifiedMestradoCiência da ComputaçãoMestre em Ciência da ComputaçãoCAPE

Virtualization of Micro-architectural Components Using Software Solutions

Cloud computing has become a dominant computing paradigm in the information technology industry due to its flexibility and efficiency in resource sharing and management. The key technology that enables cloud computing is virtualization. Essential requirements in a virtualized system where several virtual machines (VMs) run on a same physical machine include performance isolation and predictability. To enforce these properties, the virtualization software (called the hypervisor) must find a way to divide physical resources (e.g., physical memory, processor time) of the system and allocate them to VMs with respect to the amount of virtual resources defined for each VM. However, modern hardware have complex architectures and some microarchitectural-level resources such as processor caches, memory controllers, interconnects cannot be divided and allocated to VMs. They are globally shared among all VMs which compete for their use, leading to contention. Therefore, performance isolation and predictability are compromised. In this thesis, we propose software solutions for preventing unpredictability in performance due to micro-architectural components. The first contribution is called Kyoto, a solution to the cache contention issue, inspired by the polluters pay principle. A VM is said to pollute the cache if it provokes significant cache replacements which impact the performance of other VMs. Henceforth, using the Kyoto system, the provider can encourage cloud users to book pollution permits for their VMs. The second contribution addresses the problem of efficiently virtualizing NUMA machines. The major challenge comes from the fact that the hypervisor regularly reconfigures the placement of a VM over the NUMA topology. However, neither guest operating systems (OSs) nor system runtime libraries (e.g., HotSpot) are designed to consider NUMA topology changes at runtime, leading end user applications to unpredictable performance. We presents eXtended Para-Virtualization (XPV), a new principle to efficiently virtualize a NUMA architecture. XPV consists in revisiting the interface between the hypervisor and the guest OS, and between the guest OS and system runtime libraries so that they can dynamically take into account NUMA topology changes

Memory Subsystems for Security, Consistency, and Scalability

In response to the continuous demand for the ability to process ever larger datasets, as well as discoveries in next-generation memory technologies, researchers have been vigorously studying memory-driven computing architectures that shall allow data-intensive applications to access enormous amounts of pooled non-volatile memory. As applications continue to interact with increasing amounts of components and datasets, existing systems struggle to eÿciently enforce the principle of least privilege for security. While non-volatile memory can retain data even after a power loss and allow for large main memory capacity, programmers have to bear the burdens of maintaining the consistency of program memory for fault tolerance as well as handling huge datasets with traditional yet expensive memory management interfaces for scalability. Today’s computer systems have become too sophisticated for existing memory subsystems to handle many design requirements. In this dissertation, we introduce three memory subsystems to address challenges in terms of security, consistency, and scalability. Specifcally, we propose SMVs to provide threads with fne-grained control over access privileges for a partially shared address space for security, NVthreads to allow programmers to easily leverage nonvolatile memory with automatic persistence for consistency, and PetaMem to enable memory-centric applications to freely access memory beyond the traditional process boundary with support for memory isolation and crash recovery for security, consistency, and scalability

Security and trust in cloud computing and IoT through applying obfuscation, diversification, and trusted computing technologies

Cloud computing and Internet of Things (IoT) are very widely spread and commonly used technologies nowadays. The advanced services offered by cloud computing have made it a highly demanded technology. Enterprises and businesses are more and more relying on the cloud to deliver services to their customers. The prevalent use of cloud means that more data is stored outside the organization’s premises, which raises concerns about the security and privacy of the stored and processed data. This highlights the significance of effective security practices to secure the cloud infrastructure. The number of IoT devices is growing rapidly and the technology is being employed in a wide range of sectors including smart healthcare, industry automation, and smart environments. These devices collect and exchange a great deal of information, some of which may contain critical and personal data of the users of the device. Hence, it is highly significant to protect the collected and shared data over the network; notwithstanding, the studies signify that attacks on these devices are increasing, while a high percentage of IoT devices lack proper security measures to protect the devices, the data, and the privacy of the users. In this dissertation, we study the security of cloud computing and IoT and propose software-based security approaches supported by the hardware-based technologies to provide robust measures for enhancing the security of these environments. To achieve this goal, we use obfuscation and diversification as the potential software security techniques. Code obfuscation protects the software from malicious reverse engineering and diversification mitigates the risk of large-scale exploits. We study trusted computing and Trusted Execution Environments (TEE) as the hardware-based security solutions. Trusted Platform Module (TPM) provides security and trust through a hardware root of trust, and assures the integrity of a platform. We also study Intel SGX which is a TEE solution that guarantees the integrity and confidentiality of the code and data loaded onto its protected container, enclave. More precisely, through obfuscation and diversification of the operating systems and APIs of the IoT devices, we secure them at the application level, and by obfuscation and diversification of the communication protocols, we protect the communication of data between them at the network level. For securing the cloud computing, we employ obfuscation and diversification techniques for securing the cloud computing software at the client-side. For an enhanced level of security, we employ hardware-based security solutions, TPM and SGX. These solutions, in addition to security, ensure layered trust in various layers from hardware to the application. As the result of this PhD research, this dissertation addresses a number of security risks targeting IoT and cloud computing through the delivered publications and presents a brief outlook on the future research directions.Pilvilaskenta ja esineiden internet ovat nykyään hyvin tavallisia ja laajasti sovellettuja tekniikkoja. Pilvilaskennan pitkälle kehittyneet palvelut ovat tehneet siitä hyvin kysytyn teknologian. Yritykset enenevässä määrin nojaavat pilviteknologiaan toteuttaessaan palveluita asiakkailleen. Vallitsevassa pilviteknologian soveltamistilanteessa yritykset ulkoistavat tietojensa käsittelyä yrityksen ulkopuolelle, minkä voidaan nähdä nostavan esiin huolia taltioitavan ja käsiteltävän tiedon turvallisuudesta ja yksityisyydestä. Tämä korostaa tehokkaiden turvallisuusratkaisujen merkitystä osana pilvi-infrastruktuurin turvaamista. Esineiden internet -laitteiden lukumäärä on nopeasti kasvanut. Teknologiana sitä sovelletaan laajasti monilla sektoreilla, kuten älykkäässä terveydenhuollossa, teollisuusautomaatiossa ja älytiloissa. Sellaiset laitteet keräävät ja välittävät suuria määriä informaatiota, joka voi sisältää laitteiden käyttäjien kannalta kriittistä ja yksityistä tietoa. Tästä syystä johtuen on erittäin merkityksellistä suojata verkon yli kerättävää ja jaettavaa tietoa. Monet tutkimukset osoittavat esineiden internet -laitteisiin kohdistuvien tietoturvahyökkäysten määrän olevan nousussa, ja samaan aikaan suuri osuus näistä laitteista ei omaa kunnollisia teknisiä ominaisuuksia itse laitteiden tai niiden käyttäjien yksityisen tiedon suojaamiseksi. Tässä väitöskirjassa tutkitaan pilvilaskennan sekä esineiden internetin tietoturvaa ja esitetään ohjelmistopohjaisia tietoturvalähestymistapoja turvautumalla osittain laitteistopohjaisiin teknologioihin. Esitetyt lähestymistavat tarjoavat vankkoja keinoja tietoturvallisuuden kohentamiseksi näissä konteksteissa. Tämän saavuttamiseksi työssä sovelletaan obfuskaatiota ja diversifiointia potentiaalisiana ohjelmistopohjaisina tietoturvatekniikkoina. Suoritettavan koodin obfuskointi suojaa pahantahtoiselta ohjelmiston takaisinmallinnukselta ja diversifiointi torjuu tietoturva-aukkojen laaja-alaisen hyödyntämisen riskiä. Väitöskirjatyössä tutkitaan luotettua laskentaa ja luotettavan laskennan suoritusalustoja laitteistopohjaisina tietoturvaratkaisuina. TPM (Trusted Platform Module) tarjoaa turvallisuutta ja luottamuksellisuutta rakentuen laitteistopohjaiseen luottamukseen. Pyrkimyksenä on taata suoritusalustan eheys. Työssä tutkitaan myös Intel SGX:ää yhtenä luotettavan suorituksen suoritusalustana, joka takaa suoritettavan koodin ja datan eheyden sekä luottamuksellisuuden pohjautuen suojatun säiliön, saarekkeen, tekniseen toteutukseen. Tarkemmin ilmaistuna työssä turvataan käyttöjärjestelmä- ja sovellusrajapintatasojen obfuskaation ja diversifioinnin kautta esineiden internet -laitteiden ohjelmistokerrosta. Soveltamalla samoja tekniikoita protokollakerrokseen, työssä suojataan laitteiden välistä tiedonvaihtoa verkkotasolla. Pilvilaskennan turvaamiseksi työssä sovelletaan obfuskaatio ja diversifiointitekniikoita asiakaspuolen ohjelmistoratkaisuihin. Vankemman tietoturvallisuuden saavuttamiseksi työssä hyödynnetään laitteistopohjaisia TPM- ja SGX-ratkaisuja. Tietoturvallisuuden lisäksi nämä ratkaisut tarjoavat monikerroksisen luottamuksen rakentuen laitteistotasolta ohjelmistokerrokseen asti. Tämän väitöskirjatutkimustyön tuloksena, osajulkaisuiden kautta, vastataan moniin esineiden internet -laitteisiin ja pilvilaskentaan kohdistuviin tietoturvauhkiin. Työssä esitetään myös näkemyksiä jatkotutkimusaiheista

Securing Arm Platform: From Software-Based To Hardware-Based Approaches

With the rapid proliferation of the ARM architecture on smart mobile phones and Internet of Things (IoT) devices, the security of ARM platform becomes an emerging problem. In recent years, the number of malware identified on ARM platforms, especially on Android, shows explosive growth. Evasion techniques are also used in these malware to escape from being detected by existing analysis systems. In our research, we first present a software-based mechanism to increase the accuracy of existing static analysis tools by reassembleable bytecode extraction. Our solution collects bytecode and data at runtime, and then reassemble them offline to help static analysis tools to reveal the hidden behavior in an application. Further, we implement a hardware-based transparent malware analysis framework for general ARM platforms to defend against the traditional evasion techniques. Our framework leverages hardware debugging features and Trusted Execution Environment (TEE) to achieve transparent tracing and debugging with reasonable overhead. To learn the security of the involved hardware debugging features, we perform a comprehensive study on the ARM debugging features and summarize the security implications. Based on the implications, we design a novel attack scenario that achieves privilege escalation via misusing the debugging features in inter-processor debugging model. The attack has raised our concern on the security of TEEs and Cyber-physical System (CPS). For a better understanding of the security of TEEs, we investigate the security of various TEEs on different architectures and platforms, and state the security challenges. A study of the deploying the TEEs on edge platform is also presented. For the security of the CPS, we conduct an analysis on the real-world traffic signal infrastructure and summarize the security problems