New documentation for develop (#408)

* documentation refactoring

* documentation fixes

* distilled instructions for MDK

* remove deploy TODO after creating PR

* fixes typos
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<img alt="OpenSK logo" src="img/OpenSK.svg" width="200px">
# <img alt="OpenSK logo" src="img/OpenSK.svg" width="200px">
# Installation guide
## Installation guide
This document describes in details how to turn a Nordic nRF52840 board into a
working FIDO2 security key.
This document lists required steps to start build your own OpenSK.
## Pre-requisite
### Programmers
### Hardware
OpenSK supports different ways to flash your board:
You will need one the following supported boards:
* [Nordic nRF52840-DK](https://www.nordicsemi.com/Software-and-Tools/Development-Kits/nRF52840-DK)
development kit. This board is more convenient for development and debug
scenarios as the JTAG probe is already on the board.
* [Nordic nRF52840 Dongle](https://www.nordicsemi.com/Software-and-tools/Development-Kits/nRF52840-Dongle)
to have a more practical form factor.
* [Makerdiary nRF52840-MDK USB dongle](https://wiki.makerdiary.com/nrf52840-mdk/).
* [Feitian OpenSK dongle](https://feitiantech.github.io/OpenSK_USB/).
In the case of the Nordic USB dongle, you may also need the following extra
hardware:
* a [Segger J-Link](https://www.segger.com/products/debug-probes/j-link/) JTAG
probe.
* a
[TC2050 Tag-Connect programming cable](https://www.tag-connect.com/product/tc2050-idc-nl-10-pin-no-legs-cable-with-ribbon-connector).
* a [Tag-Connect TC2050 ARM2010](http://www.tag-connect.com/TC2050-ARM2010)
adaptor
* optionally a
[Tag-Connect TC2050 retainer clip](http://www.tag-connect.com/TC2050-CLIP)
to keep the spring loaded connector pressed to the PCB.
Additionnaly, OpenSK supports other ways to flash your board:
* [OpenOCD](http://openocd.org/).
* [Segger J-Link](https://www.segger.com/products/debug-probes/j-link/)
(default method).
* [OpenOCD](http://openocd.org/).
* [pyOCD](https://pypi.org/project/pyocd/).
* [nrfutil](https://pypi.org/project/nrfutil/) for the USB dongle boards that
supports it, which allows you to directly flash a working board over USB
support it, which allows you to directly flash a working board over USB
without additional hardware.
This guide **does not** cover how to setup the JTAG probe and their related
tools on your system.
### Software
### Software requirements
In order to compile and flash a working OpenSK firmware, you will need the
following:
@@ -54,221 +25,121 @@ following:
* python3 and pip (can be installed with the `python3-pip` package on Debian)
* the OpenSSL command line tool (can be installed and configured with the
`libssl-dev` and `pkg-config` packages on Debian)
* `nrfutil` (can be installed using `pip3 install nrfutil`) if you want to flash
a device with DFU
* `uuid-runtime` if you are missing the `uuidgen` command.
The proprietary software to use the default programmer can be found on the
[Segger website](https://www.segger.com/downloads/jlink). Please follow their
instructions to appropriate binaries for your system.
The scripts provided in this project have been tested under Linux and OS X. We
haven't tested them on Windows and other platforms.
## Compiling the firmware
### Compiling the firmware
### Initial setup
If this is your first time installing OpenSK, please skip directly to
[Initial setup](#Initial-setup). Else, see
[Updating your setup](#Updating-your-setup) below.
If you just cloned this repository, you need to run the following script
(_output may differ_):
#### Updating your setup
Depending on the difference to your last state, you may need some of the
following steps:
* If you are not just testing minor changes, reset and redo the setup. This
will delete all uncommited changes.
```shell
./reset.sh
./setup.sh
```
* Flash your board according to the
[flashing instructions below](#Flashing-a-firmware]. If you come from an
OpenSK version before the 2.0 certified one, your credential storage is not
backwards compatible and you have to reset it. :warning: You will lose
logins to all websites that you registered with OpenSK. To erase your
persistent storage, run the deploy script twice: Once with the application
parameter `--erase_storage`, and once with `--opensk` as usual.
This reset also clears the certificate. For a privacy discussion, see the
[certificate section in Customization](customization.md#Certificate-considerations).
If you want to reinstall it, you also need to rerun:
```shell
./tools/configure.py \
--certificate=crypto_data/opensk_cert.pem \
--private-key=crypto_data/opensk.key
```
#### Initial setup
To clone and setup the repository for the develop branch, run the following
commands:
```shell
$ ./setup.sh
[-] Applying patch "01-persistent-storage.patch"... DONE.
[-] Applying patch "02-usb.patch"... DONE.
[-] Applying patch "03-app-memory.patch"... DONE.
[-] Applying patch "04-rtt.patch"... DONE.
[-] Applying patch "01-linked_list_allocator.patch"... DONE.
[-] Applying patch "02-panic_console.patch"... DONE.
[-] Applying patch "03-timer.patch"... DONE.
[-] Applying patch "04-public_syscalls.patch"... DONE.
[-] Applying patch "05-bigger_heap.patch"... DONE.
[-] Applying patch "06-no_spin_allocator.patch"... DONE.
Signature ok
subject=CN = Google OpenSK CA
Getting Private key
Signature ok
subject=CN = Google OpenSK Hacker Edition
Getting CA Private Key
info: syncing channel updates for 'nightly-2020-02-03-x86_64-unknown-linux-gnu'
nightly-2020-02-03-x86_64-unknown-linux-gnu unchanged - rustc 1.42.0-nightly (f43c34a13 2020-02-02)
Requirement already up-to-date: tockloader in /usr/lib/python3/dist-packages/tockloader-1.4.0.dev0-py3.7.egg (1.4.0.dev0)
Requirement already satisfied, skipping upgrade: argcomplete>=1.8.2 in /usr/lib/python3/dist-packages (from tockloader) (1.10.0)
Requirement already satisfied, skipping upgrade: colorama>=0.3.7 in /usr/lib/python3/dist-packages (from tockloader) (0.3.7)
Requirement already satisfied, skipping upgrade: crcmod>=1.7 in /usr/lib/python3/dist-packages (from tockloader) (1.7)
Requirement already satisfied, skipping upgrade: pyserial>=3.0.1 in /usr/lib/python3/dist-packages (from tockloader) (3.4)
Requirement already satisfied, skipping upgrade: pytoml>=0.1.11 in /usr/lib/python3/dist-packages (from tockloader) (0.1.21)
info: component 'rust-std' for target 'thumbv7em-none-eabi' is up to date
Updating crates.io index
Ignored package `elf2tab v0.4.0` is already installed, use --force to override
git clone -b develop https://github.com/google/OpenSK.git
cd OpenSK
./setup.sh
```
The script performs the following steps:
The setup script performs the following steps:
1. Make sure that the git submodules are checked out
1. Make sure that the git submodules are checked out.
1. Apply our patches that haven't yet been merged upstream to both
[Tock](https://github.com/tock/tock) and
[libtock-rs](https://github.com/tock/libtock-rs)
[libtock-rs](https://github.com/tock/libtock-rs).
1. Generate a self-signed certificate authority as well as a private key and a
corresponding certificate for your OpenSK key signed by this CA. You will be
able to replace them with your own certificate and private key.
1. Generate crypto material, see [Customization](customization.md) for details.
1. Ensure that your Rust toolchain is using the same version that we tested
OpenSK with.
1. Install the correct Rust toolchain for ARM devices.
1. Install [tockloader](https://github.com/tock/tockloader).
1. Ensure that the Rust toolchain can compile code for ARM devices.
Additionally on Linux, you need to install a `udev` rule file to allow non-root
users to interact with OpenSK devices. To install it, execute:
### Replacing the certificates
```shell
sudo cp rules.d/55-opensk.rules /etc/udev/rules.d/
sudo udevadm control --reload
```
All the generated certificates and private keys are stored in the directory
`crypto_data/`.
Then, you need and replug the device for the rule to trigger.
This is the expected content after running our `setup.sh` script:
Last, if you want to use U2F or attestation, configure the certificate. If your
client does not support FIDO2 yet, this step is mandatory for your OpenSK to
work. OpenSK is incompatible with some browsers without a certificate. Please
read the
[certificate section in Customization](customization.md#Certificate-considerations)
for understand privacy tradeoffs.
File | Purpose
------------------------ | --------------------------------------------------------
`aaguid.txt` | Text file containaing the AAGUID value
`opensk_ca.csr` | Certificate sign request for the Root CA
`opensk_ca.key` | ECC secp256r1 private key used for the Root CA
`opensk_ca.pem` | PEM encoded certificate of the Root CA
`opensk_ca.srl` | File generated by OpenSSL
`opensk_cert.csr` | Certificate sign request for the attestation certificate
`opensk_cert.pem` | PEM encoded certificate used for the authenticator
`opensk.key` | ECC secp256r1 private key used for the autenticator
`opensk_upgrade.key` | Private key for signing upgrades through CTAP
`opensk_upgrade_pub.pem` | Public key added to the firmware for verifying upgrades
If you want to use your own attestation certificate and private key, simply
replace `opensk_cert.pem` and `opensk.key` files.
Our build script `build.rs` is responsible for converting the `aaguid.txt` file
into raw data that is then used by the Rust file `src/ctap/key_material.rs`.
Our configuration script `tools/configure.py` is responsible for configuring
an OpenSK device with the correct certificate and private key.
```shell
./tools/configure.py \
--certificate=crypto_data/opensk_cert.pem \
--private-key=crypto_data/opensk.key
```
### Flashing a firmware
#### Nordic nRF52840-DK board
From here on, please follow the instructions for your hardware:
![Nordic development kit](img/devkit_annotated.jpg)
1. Connect a micro USB cable to the JTAG USB port.
1. Run our script for compiling/flashing Tock OS and OpenSK on your device
(_output may differ_):
```shell
$ ./deploy.py --board=nrf52840dk_opensk --opensk
info: Updating rust toolchain to nightly-2020-02-03
info: syncing channel updates for 'nightly-2020-02-03-x86_64-unknown-linux-gnu'
info: checking for self-updates
info: component 'rust-std' for target 'thumbv7em-none-eabi' is up to date
info: Rust toolchain up-to-date
info: Building Tock OS for board nrf52840dk_opensk
Compiling tock-registers v0.5.0 (./third_party/tock/libraries/tock-register-interface)
Compiling tock-cells v0.1.0 (./third_party/tock/libraries/tock-cells)
Compiling enum_primitive v0.1.0 (./third_party/tock/libraries/enum_primitive)
Compiling tock_rt0 v0.1.0 (./third_party/tock/libraries/tock-rt0)
Compiling nrf52840dk_opensk v0.1.0 (./third_party/tock/boards/nordic/nrf52840dk_opensk)
Compiling kernel v0.1.0 (./third_party/tock/kernel)
Compiling cortexm v0.1.0 (./third_party/tock/arch/cortex-m)
Compiling nrf5x v0.1.0 (./third_party/tock/chips/nrf5x)
Compiling capsules v0.1.0 (./third_party/tock/capsules)
Compiling cortexm4 v0.1.0 (./third_party/tock/arch/cortex-m4)
Compiling nrf52 v0.1.0 (./third_party/tock/chips/nrf52)
Compiling nrf52840 v0.1.0 (./third_party/tock/chips/nrf52840)
Compiling components v0.1.0 (./third_party/tock/boards/components)
Compiling nrf52dk_base v0.1.0 (./third_party/tock/boards/nordic/nrf52dk_base)
Finished release [optimized + debuginfo] target(s) in 13.15s
info: Converting Tock OS file into a binary
info: Building OpenSK application
Finished release [optimized] target(s) in 0.02s
info: Generating Tock TAB file for application/example ctap2
info: Erasing all installed applications
All apps have been erased.
info: Flashing file third_party/tock/boards/nordic/nrf52840dk_opensk/target/thumbv7em-none-eabi/release/nrf52840dk_opensk.bin.
info: Flashing padding application
info: Installing Tock application ctap2
info: You're all set!
```
1. Connect a micro USB cable to the device USB port.
**Note**: Due to current limitations of our implementation and Tock, you may
have to press the `BOOT/RESET` button, located next to the device USB port on
the board in order to see your OpenSK device on your system.
#### Nordic nRF52840 Dongle
##### Using external programmer (JLink, OpenOCD, etc.)
![Nordic dongle](img/dongle_front.jpg)
1. The JTAG probe used for programming won't provide power to the board.
Therefore you will need to use a USB-A extension cable to power the dongle
through its USB port.
1. Connect the TC2050 cable to the pads below the PCB:
![Nordic dongle pads](img/dongle_pads.jpg)
1. You can use the retainer clip if you have one to avoid maintaining pressure
between the board and the cable:
![Nordic dongle retainer clip](img/dongle_clip.jpg)
1. Depending on the programmer you're using, you may have to adapt the next
command line. Run our script for compiling/flashing Tock OS on your device
(_output may differ_):
```shell
$ ./deploy.py os --board=nrf52840_dongle_opensk --programmer=jlink
info: Updating rust toolchain to nightly-2020-02-03
info: syncing channel updates for 'nightly-2020-02-03-x86_64-unknown-linux-gnu'
info: checking for self-updates
info: component 'rust-std' for target 'thumbv7em-none-eabi' is up to date
info: Rust toolchain up-to-date
info: Building Tock OS for board nrf52840_dongle
Compiling tock-cells v0.1.0 (./third_party/tock/libraries/tock-cells)
Compiling tock-registers v0.5.0 (./third_party/tock/libraries/tock-register-interface)
Compiling enum_primitive v0.1.0 (./third_party/tock/libraries/enum_primitive)
Compiling tock_rt0 v0.1.0 (./third_party/tock/libraries/tock-rt0)
Compiling nrf52840_dongle v0.1.0 (./third_party/tock/boards/nordic/nrf52840_dongle)
Compiling kernel v0.1.0 (./third_party/tock/kernel)
Compiling cortexm v0.1.0 (./third_party/tock/arch/cortex-m)
Compiling nrf5x v0.1.0 (./third_party/tock/chips/nrf5x)
Compiling capsules v0.1.0 (./third_party/tock/capsules)
Compiling cortexm4 v0.1.0 (./third_party/tock/arch/cortex-m4)
Compiling nrf52 v0.1.0 (./third_party/tock/chips/nrf52)
Compiling nrf52840 v0.1.0 (./third_party/tock/chips/nrf52840)
Compiling components v0.1.0 (./third_party/tock/boards/components)
Compiling nrf52dk_base v0.1.0 (./third_party/tock/boards/nordic/nrf52dk_base)
Finished release [optimized + debuginfo] target(s) in 11.72s
info: Converting Tock OS file into a binary
info: Building OpenSK application
Finished release [optimized] target(s) in 0.02s
info: Generating Tock TAB file for application/example ctap2
info: Erasing all installed applications
All apps have been erased.
info: Flashing file third_party/tock/boards/nordic/nrf52840_dongle/target/thumbv7em-none-eabi/release/nrf52840_dongle.bin.
info: Flashing padding application
info: Installing Tock application ctap2
info: You're all set!
```
1. Remove the programming cable and the USB-A extension cable.
* [Nordic nRF52840-DK](boards/nrf52840dk.md)
* [Nordic nRF52840 Dongle](boards/nrf52840_dongle.md)
* [Makerdiary nRF52840-MDK USB dongle](boards/nrf52840_mdk.md)
* [Feitian OpenSK dongle](boards/nrf52840_feitian.md)
### Advanced installation
Although flashing using a Segger JLink probe is the officially supported way,
our tool, `deploy.py` also supports other methods:
We recommend that you flash your development board with JTAG and dongles with
DFU, as described in the [board documentation](#Flashing-a-firmware) linked
above. However, we support other programmers:
* OpenOCD: `./deploy.py --board=nrf52840_dongle_opensk --opensk
--programmer=openocd`
* pyOCD: `./deploy.py --board=nrf52840_dongle_opensk --opensk
--programmer=pyocd`
* Nordic DFU: `./deploy.py --board=nrf52840_dongle_dfu --opensk
--programmer=nordicdfu`
* Custom: `./deploy.py --board=nrf52840_dongle_opensk --opensk
--programmer=none`. In this case, an IntelHex file will be created and how
to program a board is left to the user.
@@ -278,67 +149,3 @@ If your board is already flashed with Tock OS, you may skip installing it:
For more options, we invite you to read the help of our `deploy.py` script by
running `./deploy.py --help`.
### Installing the udev rule (Linux only)
By default on Linux, a USB device will require root privilege in order interact
with it. As it is not recommended to run your web browser with such a high
privileged account, we made a `udev` rule file to allow regular users to
interact with OpenSK authenticators.
To install it, you need to execute the following commands:
```shell
sudo cp rules.d/55-opensk.rules /etc/udev/rules.d/
sudo udevadm control --reload
```
Then, you will need to unplug and replug the key for the rule to trigger.
## Troubleshooting
To test whether the installation was successful, visit a
[demo website](https://webauthn.io/) and try to register and login.
### Linux
If you have issues with the demo website, the following commands should help you
understand whether OpenSK was installed properly.
When plugging in the USB key, the following line should appear in `lsusb`.
```shell
$ lsusb
...
Bus XXX Device YYY: ID 1915:521f Nordic Semiconductor ASA OpenSK
```
You should also see lines similar to the following in `dmesg`.
```shell
$ dmesg
...
[XXX] usb A-BB: new full-speed USB device number 00 using xhci_hcd
[XXX] usb A-BB: New USB device found, idVendor=1915, idProduct=521f, bcdDevice= 0.01
[XXX] usb A-BB: New USB device strings: Mfr=1, Product=2, SerialNumber=3
[XXX] usb A-BB: Product: OpenSK
[XXX] usb A-BB: Manufacturer: Nordic Semiconductor ASA
[XXX] usb A-BB: SerialNumber: v0.1
[XXX] hid-generic 0000:0000:0000.0000: hiddev0,hidraw0: USB HID v1.10 Device [Nordic Semiconductor ASA OpenSK] on usb-0000:00:00.0-00/input0
```
### Mac OS X
If you have issues with the demo website, the following commands should help you
understand whether OpenSK was installed properly.
When plugging in the USB key, you should see a similar line by using the `ioreg`
tool:
```shell
$ ioreg -p IOUSB
+-o Root <class IORegistryEntry, id 0x100000100, retain 21>
...
+-o AppleUSBXHCI Root Hub Simulation@14000000 <class AppleUSBRootHubDevice, id 0x100000a00, registered, matched, active, busy 0 (0 ms), retain 9>
+-o OpenSK@14400000 <class AppleUSBDevice, id 0x100003c04, registered, matched, active, busy 0 (0 ms), retain 13>
```