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1  ENGINE
2  ======
3
4  With OpenSSL 0.9.6, a new component was added to support alternative
5  cryptography implementations, most commonly for interfacing with external
6  crypto devices (eg. accelerator cards). This component is called ENGINE,
7  and its presence in OpenSSL 0.9.6 (and subsequent bug-fix releases)
8  caused a little confusion as 0.9.6** releases were rolled in two
9  versions, a "standard" and an "engine" version. In development for 0.9.7,
10  the ENGINE code has been merged into the main branch and will be present
11  in the standard releases from 0.9.7 forwards.
12
13  There are currently built-in ENGINE implementations for the following
14  crypto devices:
15
16      o Microsoft CryptoAPI
17      o VIA Padlock
18      o nCipher CHIL
19
20  In addition, dynamic binding to external ENGINE implementations is now
21  provided by a special ENGINE called "dynamic". See the "DYNAMIC ENGINE"
22  section below for details.
23
24  At this stage, a number of things are still needed and are being worked on:
25
26      1 Integration of EVP support.
27      2 Configuration support.
28      3 Documentation!
29
301 With respect to EVP, this relates to support for ciphers and digests in
31  the ENGINE model so that alternative implementations of existing
32  algorithms/modes (or previously unimplemented ones) can be provided by
33  ENGINE implementations.
34
352 Configuration support currently exists in the ENGINE API itself, in the
36  form of "control commands". These allow an application to expose to the
37  user/admin the set of commands and parameter types a given ENGINE
38  implementation supports, and for an application to directly feed string
39  based input to those ENGINEs, in the form of name-value pairs. This is an
40  extensible way for ENGINEs to define their own "configuration" mechanisms
41  that are specific to a given ENGINE (eg. for a particular hardware
42  device) but that should be consistent across *all* OpenSSL-based
43  applications when they use that ENGINE. Work is in progress (or at least
44  in planning) for supporting these control commands from the CONF (or
45  NCONF) code so that applications using OpenSSL's existing configuration
46  file format can have ENGINE settings specified in much the same way.
47  Presently however, applications must use the ENGINE API itself to provide
48  such functionality. To see first hand the types of commands available
49  with the various compiled-in ENGINEs (see further down for dynamic
50  ENGINEs), use the "engine" openssl utility with full verbosity, ie;
51       openssl engine -vvvv
52
533 Documentation? Volunteers welcome! The source code is reasonably well
54  self-documenting, but some summaries and usage instructions are needed -
55  moreover, they are needed in the same POD format the existing OpenSSL
56  documentation is provided in. Any complete or incomplete contributions
57  would help make this happen.
58
59  STABILITY & BUG-REPORTS
60  =======================
61
62  What already exists is fairly stable as far as it has been tested, but
63  the test base has been a bit small most of the time. For the most part,
64  the vendors of the devices these ENGINEs support have contributed to the
65  development and/or testing of the implementations, and *usually* (with no
66  guarantees) have experience in using the ENGINE support to drive their
67  devices from common OpenSSL-based applications. Bugs and/or inexplicable
68  behaviour in using a specific ENGINE implementation should be sent to the
69  author of that implementation (if it is mentioned in the corresponding C
70  file), and in the case of implementations for commercial hardware
71  devices, also through whatever vendor support channels are available.  If
72  none of this is possible, or the problem seems to be something about the
73  ENGINE API itself (ie. not necessarily specific to a particular ENGINE
74  implementation) then you should mail complete details to the relevant
75  OpenSSL mailing list. For a definition of "complete details", refer to
76  the OpenSSL "README" file. As for which list to send it to;
77
78     openssl-users: if you are *using* the ENGINE abstraction, either in an
79          pre-compiled application or in your own application code.
80
81     openssl-dev: if you are discussing problems with OpenSSL source code.
82
83  USAGE
84  =====
85
86  The default "openssl" ENGINE is always chosen when performing crypto
87  operations unless you specify otherwise. You must actively tell the
88  openssl utility commands to use anything else through a new command line
89  switch called "-engine". Also, if you want to use the ENGINE support in
90  your own code to do something similar, you must likewise explicitly
91  select the ENGINE implementation you want.
92
93  Depending on the type of hardware, system, and configuration, "settings"
94  may need to be applied to an ENGINE for it to function as expected/hoped.
95  The recommended way of doing this is for the application to support
96  ENGINE "control commands" so that each ENGINE implementation can provide
97  whatever configuration primitives it might require and the application
98  can allow the user/admin (and thus the hardware vendor's support desk
99  also) to provide any such input directly to the ENGINE implementation.
100  This way, applications do not need to know anything specific to any
101  device, they only need to provide the means to carry such user/admin
102  input through to the ENGINE in question. Ie. this connects *you* (and
103  your helpdesk) to the specific ENGINE implementation (and device), and
104  allows application authors to not get buried in hassle supporting
105  arbitrary devices they know (and care) nothing about.
106
107  A new "openssl" utility, "openssl engine", has been added in that allows
108  for testing and examination of ENGINE implementations. Basic usage
109  instructions are available by specifying the "-?" command line switch.
110
111  DYNAMIC ENGINES
112  ===============
113
114  The new "dynamic" ENGINE provides a low-overhead way to support ENGINE
115  implementations that aren't pre-compiled and linked into OpenSSL-based
116  applications. This could be because existing compiled-in implementations
117  have known problems and you wish to use a newer version with an existing
118  application. It could equally be because the application (or OpenSSL
119  library) you are using simply doesn't have support for the ENGINE you
120  wish to use, and the ENGINE provider (eg. hardware vendor) is providing
121  you with a self-contained implementation in the form of a shared-library.
122  The other use-case for "dynamic" is with applications that wish to
123  maintain the smallest foot-print possible and so do not link in various
124  ENGINE implementations from OpenSSL, but instead leaves you to provide
125  them, if you want them, in the form of "dynamic"-loadable
126  shared-libraries. It should be possible for hardware vendors to provide
127  their own shared-libraries to support arbitrary hardware to work with
128  applications based on OpenSSL 0.9.7 or later. If you're using an
129  application based on 0.9.7 (or later) and the support you desire is only
130  announced for versions later than the one you need, ask the vendor to
131  backport their ENGINE to the version you need.
132
133  How does "dynamic" work?
134  ------------------------
135    The dynamic ENGINE has a special flag in its implementation such that
136    every time application code asks for the 'dynamic' ENGINE, it in fact
137    gets its own copy of it. As such, multi-threaded code (or code that
138    multiplexes multiple uses of 'dynamic' in a single application in any
139    way at all) does not get confused by 'dynamic' being used to do many
140    independent things. Other ENGINEs typically don't do this so there is
141    only ever 1 ENGINE structure of its type (and reference counts are used
142    to keep order). The dynamic ENGINE itself provides absolutely no
143    cryptographic functionality, and any attempt to "initialise" the ENGINE
144    automatically fails. All it does provide are a few "control commands"
145    that can be used to control how it will load an external ENGINE
146    implementation from a shared-library. To see these control commands,
147    use the command-line;
148
149       openssl engine -vvvv dynamic
150
151    The "SO_PATH" control command should be used to identify the
152    shared-library that contains the ENGINE implementation, and "NO_VCHECK"
153    might possibly be useful if there is a minor version conflict and you
154    (or a vendor helpdesk) is convinced you can safely ignore it.
155    "ID" is probably only needed if a shared-library implements
156    multiple ENGINEs, but if you know the engine id you expect to be using,
157    it doesn't hurt to specify it (and this provides a sanity check if
158    nothing else). "LIST_ADD" is only required if you actually wish the
159    loaded ENGINE to be discoverable by application code later on using the
160    ENGINE's "id". For most applications, this isn't necessary - but some
161    application authors may have nifty reasons for using it. The "LOAD"
162    command is the only one that takes no parameters and is the command
163    that uses the settings from any previous commands to actually *load*
164    the shared-library ENGINE implementation. If this command succeeds, the
165    (copy of the) 'dynamic' ENGINE will magically morph into the ENGINE
166    that has been loaded from the shared-library. As such, any control
167    commands supported by the loaded ENGINE could then be executed as per
168    normal. Eg. if ENGINE "foo" is implemented in the shared-library
169    "libfoo.so" and it supports some special control command "CMD_FOO", the
170    following code would load and use it (NB: obviously this code has no
171    error checking);
172
173       ENGINE *e = ENGINE_by_id("dynamic");
174       ENGINE_ctrl_cmd_string(e, "SO_PATH", "/lib/libfoo.so", 0);
175       ENGINE_ctrl_cmd_string(e, "ID", "foo", 0);
176       ENGINE_ctrl_cmd_string(e, "LOAD", NULL, 0);
177       ENGINE_ctrl_cmd_string(e, "CMD_FOO", "some input data", 0);
178
179    For testing, the "openssl engine" utility can be useful for this sort
180    of thing. For example the above code excerpt would achieve much the
181    same result as;
182
183       openssl engine dynamic \
184                 -pre SO_PATH:/lib/libfoo.so \
185                 -pre ID:foo \
186                 -pre LOAD \
187                 -pre "CMD_FOO:some input data"
188
189    Or to simply see the list of commands supported by the "foo" ENGINE;
190
191       openssl engine -vvvv dynamic \
192                 -pre SO_PATH:/lib/libfoo.so \
193                 -pre ID:foo \
194                 -pre LOAD
195
196    Applications that support the ENGINE API and more specifically, the
197    "control commands" mechanism, will provide some way for you to pass
198    such commands through to ENGINEs. As such, you would select "dynamic"
199    as the ENGINE to use, and the parameters/commands you pass would
200    control the *actual* ENGINE used. Each command is actually a name-value
201    pair and the value can sometimes be omitted (eg. the "LOAD" command).
202    Whilst the syntax demonstrated in "openssl engine" uses a colon to
203    separate the command name from the value, applications may provide
204    their own syntax for making that separation (eg. a win32 registry
205    key-value pair may be used by some applications). The reason for the
206    "-pre" syntax in the "openssl engine" utility is that some commands
207    might be issued to an ENGINE *after* it has been initialised for use.
208    Eg. if an ENGINE implementation requires a smart-card to be inserted
209    during initialisation (or a PIN to be typed, or whatever), there may be
210    a control command you can issue afterwards to "forget" the smart-card
211    so that additional initialisation is no longer possible. In
212    applications such as web-servers, where potentially volatile code may
213    run on the same host system, this may provide some arguable security
214    value. In such a case, the command would be passed to the ENGINE after
215    it has been initialised for use, and so the "-post" switch would be
216    used instead. Applications may provide a different syntax for
217    supporting this distinction, and some may simply not provide it at all
218    ("-pre" is almost always what you're after, in reality).
219
220  How do I build a "dynamic" ENGINE?
221  ----------------------------------
222    This question is trickier - currently OpenSSL bundles various ENGINE
223    implementations that are statically built in, and any application that
224    calls the "ENGINE_load_builtin_engines()" function will automatically
225    have all such ENGINEs available (and occupying memory). Applications
226    that don't call that function have no ENGINEs available like that and
227    would have to use "dynamic" to load any such ENGINE - but on the other
228    hand such applications would only have the memory footprint of any
229    ENGINEs explicitly loaded using user/admin provided control commands.
230    The main advantage of not statically linking ENGINEs and only using
231    "dynamic" for hardware support is that any installation using no
232    "external" ENGINE suffers no unnecessary memory footprint from unused
233    ENGINEs. Likewise, installations that do require an ENGINE incur the
234    overheads from only *that* ENGINE once it has been loaded.
235
236    Sounds good? Maybe, but currently building an ENGINE implementation as
237    a shared-library that can be loaded by "dynamic" isn't automated in
238    OpenSSL's build process. It can be done manually quite easily however.
239    Such a shared-library can either be built with any OpenSSL code it
240    needs statically linked in, or it can link dynamically against OpenSSL
241    if OpenSSL itself is built as a shared library. The instructions are
242    the same in each case, but in the former (statically linked any
243    dependencies on OpenSSL) you must ensure OpenSSL is built with
244    position-independent code ("PIC"). The default OpenSSL compilation may
245    already specify the relevant flags to do this, but you should consult
246    with your compiler documentation if you are in any doubt.
247
248    This example will show building the "atalla" ENGINE in the
249    crypto/engine/ directory as a shared-library for use via the "dynamic"
250    ENGINE.
251    1) "cd" to the crypto/engine/ directory of a pre-compiled OpenSSL
252       source tree.
253    2) Recompile at least one source file so you can see all the compiler
254       flags (and syntax) being used to build normally. Eg;
255           touch hw_atalla.c ; make
256       will rebuild "hw_atalla.o" using all such flags.
257    3) Manually enter the same compilation line to compile the
258       "hw_atalla.c" file but with the following two changes;
259         (a) add "-DENGINE_DYNAMIC_SUPPORT" to the command line switches,
260	 (b) change the output file from "hw_atalla.o" to something new,
261             eg. "tmp_atalla.o"
262    4) Link "tmp_atalla.o" into a shared-library using the top-level
263       OpenSSL libraries to resolve any dependencies. The syntax for doing
264       this depends heavily on your system/compiler and is a nightmare
265       known well to anyone who has worked with shared-library portability
266       before. 'gcc' on Linux, for example, would use the following syntax;
267          gcc -shared -o dyn_atalla.so tmp_atalla.o -L../.. -lcrypto
268    5) Test your shared library using "openssl engine" as explained in the
269       previous section. Eg. from the top-level directory, you might try;
270          apps/openssl engine -vvvv dynamic \
271              -pre SO_PATH:./crypto/engine/dyn_atalla.so -pre LOAD
272       If the shared-library loads successfully, you will see both "-pre"
273       commands marked as "SUCCESS" and the list of control commands
274       displayed (because of "-vvvv") will be the control commands for the
275       *atalla* ENGINE (ie. *not* the 'dynamic' ENGINE). You can also add
276       the "-t" switch to the utility if you want it to try and initialise
277       the atalla ENGINE for use to test any possible hardware/driver
278       issues.
279
280  PROBLEMS
281  ========
282
283  It seems like the ENGINE part doesn't work too well with CryptoSwift on Win32.
284  A quick test done right before the release showed that trying "openssl speed
285  -engine cswift" generated errors. If the DSO gets enabled, an attempt is made
286  to write at memory address 0x00000002.
287
288