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OpenSK/docs/install.md
kaczmarczyck 5fdc6e0739 Removes the nordicsemi pip dependency (#669)
Tested on Linux, should work on Mac.
We leave the responsibility to install `nrfutil` in version 6 to the
user.
2023-12-15 16:26:31 +01:00

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# <img alt="OpenSK logo" src="img/OpenSK.svg" width="200px">
## Installation guide
This document lists required steps to start build your own OpenSK.
### Programmers
OpenSK supports different ways to flash your board:
* [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
support it, which allows you to directly flash a working board over USB
without additional hardware.
### Software requirements
In order to compile and flash a working OpenSK firmware, you will need the
following:
* rustup (can be installed with [Rustup](https://rustup.rs/))
* 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` (pip package of the same name), if you want to flash
a device with DFU. Read the disclaimer below.
* `uuid-runtime` if you are missing the `uuidgen` command.
* `llvm` and `gcc-arm-none-eabi` if you want to use the upgradability feature.
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.
You need `nrfutil` version 6, if you want to flash over DFU.
The tool doesn't support Python newer than 3.10. Therefore, we don't officially
support DFU for other versions. If you want to try regardless,
[Nordic's new tool](https://www.nordicsemi.com/Products/Development-tools/nrf-util)
might work for you.
### Compiling the firmware
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.
#### 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
git clone -b develop https://github.com/google/OpenSK.git
cd OpenSK
./setup.sh
```
The setup script performs the following steps:
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).
1. Generate crypto material, see [Customization](customization.md) for details.
1. Install the correct Rust toolchain for ARM devices.
1. Install [tockloader](https://github.com/tock/tockloader).
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:
```shell
sudo cp rules.d/55-opensk.rules /etc/udev/rules.d/
sudo udevadm control --reload
```
Then, you need and replug the device for the rule to trigger.
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.
```shell
./tools/configure.py \
--certificate=crypto_data/opensk_cert.pem \
--private-key=crypto_data/opensk.key
```
### Flashing a firmware
From here on, please follow the instructions for your hardware:
* [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
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`
* 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.
If your board is already flashed with Tock OS, you may skip installing it:
`./deploy.py --board=nrf52840dk_opensk --opensk --no-tockos`
For more options, we invite you to read the help of our `deploy.py` script by
running `./deploy.py --help`.
### Upgradability
We experiment with a new CTAP command to allow upgrading your device without
access to its debugging port. For that purpose, the flash storage is split into
4 parts:
* the bootloader to decide with partition to boot
* firmware partition A
* firmware partition B
* the persistent storage for credentials
The storage is backward compatible to non-upgradable boards. Deploying an
upgradable board automatically installs the bootloader. Please keep in mind that
you have to safely store your private signing key for upgrades if you want to
use this feature. For more information on the cryptographic material, see
[Customization](customization.md).
So far, upgradability is only supported for the development board. See the
instructions on the [board specific page](boards/nrf52840dk.md).