I've written a password manager in Ocaml. In order to make it as secure as possible, I'd like to store a string (an encryption key) in memory in such a way that it can be overwritten. Since Ocaml is pass by value , and there's a garbage collector, this has proven difficult. I encrypt all buffers and variables I can, but I still need a "session key" stored to do this. To prevent this from being detected by automated key searching programs or put into swap, it's assembled from a bunch of random data in a buffer using a random increment. So really, all I need is a single variable that can be overwritten for the assembled key for a few seconds before it's passed into the Nocrypto library... Would a reference work for this?
According to this cornell "Refs and Arrays" page, refs are mutable and work similarly to pointers in C. That being said, I also found a stack overflow answer discussing Ocaml refs, in which the answer mentions "they act like pointers to new allocated memory". Does this mean every time, it just allocates a new thing in memory instead of actually mutating the stuff in memory? If so, you couldn't really "overwrite" a ref.
Other possible solutions I've come across are Bigarrays, and "custom blocks". I'm not entirely sure if "custom blocks" are actually allocated outside of the scope of garbage collection or not. They seem like they're used to access external C code. Are they copied around by the garbage collector? Could they be "overwritten?" There's also this idea of "opaque bytes" and opaque objects in memory. I'm having a pretty hard time wrapping my head around how this all fits together. A useful but confusing (to me) discussion of custom blocks in memory on stack overflow is here: Are custom blocks ever copied in memory? Answer says they can be moved around. Even so, could they be overwritten?
The last possible solution is to store it using a Cstruct like the Nocrypto library seems to do. They discuss it in this github issue: Secret material erasure The asker states:
"Granted, most key material is Cstruct.t, which is a Bigarray.Array1.t, which is allocated outside of the GC heap"
Is this even correct? If so, I can't seem to find a source file that actually does this. I'm pretty new to Ocaml and functional programming in general. If you're curious, my program is located on github here: ocaml-pass
TL;DR;
You shall not store any secret information in OCaml heap. Thus you must never copy your secret into any OCaml heap-allocated value, consequently, neither Bytes, nor Strings or Arrays could be used, even temporary.
Introduction to the OCaml Memory Model
OCaml values are uniformly represented as tagged machine words. The least significant bit of a word is used as a tag, that distinguishes between pointers (tag=0) and immediate values (tag=1). Thus a value has always a fixed size, and is a pointer or an immediate.
Immediate values store their data in the most significant part of the word, that is 31-bits in 32 bit systems, and 63 bits in 64-bit systems. Pointers store their data in blocks, that are located in a so-called OCaml Heap. The OCaml Heap is a set of blocks managed by the Garbage Collector (GC). A block is a chunk of data prefixed with a header. The header specifies the size of data, and some other meta information, used by the GC. Block can contain OCaml values (pointers or immediate values) or opaque data.
To summarize. All OCaml values are represented as machine words, that either store data directly in the word or are pointers to heap-allocated blocks. Each pointer points to one and only one block. Several pointers may point to the same block. Such values are considered physically equal. Some blocks are not pointed by any pointers. Such blocks are called dead and are reclaimed by the GC.
Introduction to the OCaml Garbage Collector
The GC manages blocks, by allocating, moving, and deallocating them. The GC itself uses an arena, that is either obtained from the C memory allocator (malloc) or directly from a kernel via the memmap syscall (depends on a particular system and runtime).
The GC is generational, that means that values are first allocated in a special region of a heap called minor heap. The minor heap is a contiguous region of memory of fixed size, represented in the runtime with three pointers: the pointer beg to the beginning of the minor heap, a pointer end to the end of the minor heap, and the pointer cur to the beginning of the free area of the minor heap. When a block is allocated, cur is increased by the size of the block. Then the block is initialized with data. When there is no more free space in the minor heap (i.e., then end - cur is less than the required block size), then a minor GC cycle is triggered. The GC analyzes all blocks stored in the Minor Heap and copies all blocks that are referenced by at least one pointer to the Major Heap. After that, the cur pointer is set to beg.
In the Major Heap, a block may also be copied several times during a process called compaction. The compactor may try to rearrange blocks in its arena in order to achieve more compact representation of the heap.
Security Consequences
As the OCaml GC is a moving GC, it may copy the heap-allocated data arbitrarily. Although it is called moving, it is still in fact just copying. I.e., when a block is moved from the minor heap to the major heap, it is in fact just bit-copied, and thus is duplicated. The block phantom in the minor heap may live for an arbitrary amount of time until it is overwritten by some newly allocated value. When an object is moved during the compaction, it is also copied, and may or may not be overwritten during the process. And, of course, it goes without saying, that once a block becomes dead, it still may survive in a heap for an arbitrary amount of time until reused by the GC.
That all means, that if a secret ends up in the OCaml heap, it will go wild, as the GC can replicate it multiple times in an arbitrary and rather unpredictable ways. Thus, we can only store secrets either in immediate values or in regions that are not controlled by the GC. As it was said before, all OCaml values that are pointers, always point to a block in the OCaml heap. A block may contain data directly, or it could contain a pointer itself, that will point outside the memory heap. The so-called custom blocks, may or may not store their information in the OCaml heap, it depeds on a particular representation of each custom block. For example, the Bigarray library provides custom blocks that store their payload outside of the OCaml heap. Thus a Bigarray is a custom block, that has two fields: a pointer and size. It is an opaque block, i.e., the GC will never treat these two values as OCaml values, and will never follow neither the size nor the pointer. The data pointed by a pointer is located outside of the OCaml heap, and is either allocated by malloc or by memmap (in fact, it could be arbitrary integer, and even point to stack, or static data, it doesn't really matter, as long as we treat bigarrays just as a ptr,len pair).
This all makes Bigarrays ideal for storing secrets. We can be sure, that they are not moved by the GC, we can overwrite them to prevent the information leakage once they are freed.
Further considerations
We should be careful, and never allow a secret to be copied into the OCaml heap from our safe place. That means, that even if our main storage is a safe bigarray the information will still leak if we will copy its contents to an OCaml string. Consequently, if we first read the information into OCaml string, and then copy it into bigarray, the information will still leak. Thus, any interface that uses OCaml heap-allocated values is unsafe and shall not be used. For example, we can't use OCaml channels to read or write secrets (we should rely on memory mapping or unbuffered IO provided by the Unix module). And again, whenever you get a string data type from a Bigarray, you get your data copied, with all the ramifications.
I would use a value of type bytes, essentially a mutable array of bytes:
# let buffer = Bytes.make 16 'x';;
val buffer : bytes = "xxxxxxxxxxxxxxxx"
# Bytes.set buffer 0 'T';;
- : unit = ()
# buffer;;
- : bytes = "Txxxxxxxxxxxxxxx"
# Bytes.fill buffer 0 16 ' ';;
- : unit = ()
# buffer;;
- : bytes = " "
You can overwrite with Bytes.fill after you're done.
Related
William Kennedy(author of go in action) said that In go, there are two semantics. Value semantics, which stored on stack, mean that we’re making a copy of the value as we go across these program boundaries. Pointer semantics, which stored on heap, mean that we’re sharing the value as we go across there program boundaries. Garbage collector will kick in sometimes to recycle the unused memory on heap. I want to know why the values of pointer semantics are stored on heap. Could you explain?
Anytime a value is shared outside the scope of a function’s stack frame, it will be placed (or allocated) on the heap. It’s the job of the escape analysis algorithms to find these situations and maintain a level of integrity in the program. The integrity is in making sure that access to any value is always accurate, consistent and efficient.
Reference: https://www.ardanlabs.com/blog/2017/05/language-mechanics-on-escape-analysis.html
After some tests with help of Task Manager, I understood one thing about gcnew — memory allocated for local variables remaines allocated even if control leaves function, and is re-allocated only when control re-enters this function — so I'm in perplexity, how to deallocate memory myself. Here is some example of the problem:
void Foo(void)
{
System::Text::StringBuilder ^ t = gcnew System::Text::StringBuilder("");
int i = 0;
while(++i < 20000000) t->Append(i);
return;
}
As I mentioned, memory for variable t remains after leaving Foo(), delete not work as it works for new, and calling Foo() once, only gives me pointless allocated memory.
This is gcnew, which means garbage collected allocation. It will be disposed and deallocated by GC thread
Your function uses memory for code and data. The code is a fixed amount and will be used the entire time the library or program is loaded. The data is only used when the function is executing.
Data used by a program is either static or dynamic. Static data is laid out by the compiler and is basically equivalent to code (except that it might be marked as non-executable and/or read-only to prevent accidents). Dynamic data is temporary and allocated from a stack or heap (or CPU registers).
In a classic program, the stack and heap share the same memory address range with the stack at one end, growing toward the heap and the heap at the other end, trying not to grow into the stack. However, with modern address ranges on the order of 1TB, a heap generally has a lot of room.
Keep in mind that when a program requests an address range, it's just signaling to the operating system that it's okay to use that address for data reading, data writing and/or code execution. Until it actually puts something there, there is no load on the system. Also keep in mind with a virtual memory system, process memory is effectively allocated on the swap file/device (hard drive) with optimizations especially using RAM for caching, copy on write and many other techniques. (Data written to a memory address might never make it to the swap file, but that's up to the operating system.)
The data your function needs is for the two variables: t and i. t is a reference to a garbage collected object. i is an integer. Both are quite small and short-lived. You could think of them as being on the stack. When the function returns, the stack frame is popped and their memory is reused by the next stack operation. If you are looking at memory allocation, there won't be a change because the amount of memory allocated to the stack would not be changed.
Now in the execution of your function, a new object is created and, the way it's filled with data, it takes up quite a bit of memory. You could consider that object to be created in the heap. You don't need to delete it since it is a garbage collection object. When the garbage collector runs by walking all objects reachable from a set of root objects, it will find that the object is not reachable and add its space to a free list. When space for a new object is needed that doesn't fit into any blocks on the free list, more of the heap's address range will be used.
The CLR heap is compactable, which means it can move objects around in order to coalesce free blocks. Using this ability, it can move objects out of areas of allocated memory and give it back to the operating system, thereby freeing up space in the swap file.
So, there are three things that have to happen for you to see a reduction in the amount of memory allocated to the process:
The garbage collection has run to find unreachable objects.
The heap has been compacted.
The heap allocation has been reduced.
None of these things are really necessary until the swap file can't grow anymore. Obviously, the system has been designed for performance and to be a good citizen so it wouldn't take it that far. You can influence when garbage collection runs but this is only very rarely helpful and is generally not done.
I directly started with managed languages and have barely any experience with C++, hence this question might be too basic.
In a managed language like .net, GC frees the memory. From what I read, in C++ this is done by calling delete. But what does it do to free memory? Does it it set all the bits at a memory location to zero? Or does it in some other way tell the operating system that the memory is available for reuse?
Update:
I have been thru this before and I know what GC does. But thats not my question. I am not trying to ask how GC works. What I am trying to understand is, how do you tell some memory is free?
delete does three different things:
Runs the destructor of the object (or of all objects in the array in the case of delete[]).
Marks the chunk of memory previously used by the object as free.
If possible, informs the operating system that a chunk of memory is free for other programs to use.
Your question is about #2 and #3 together, but they are very different things. To understand how #2 works, remember that the (typically) single "heap" provided by the operating system is segmented into smaller chunks of different sizes. When you allocate a chunk of memory with new, you get a pointer to a previously free part of the heap, and the runtime performs the necessary bookkeeping that marks that region as unavailable for further allocations. delete does the reverse: it performs the bookkeeping that marks the region as available again, optionally coalescing it with adjacent free regions to reduce fragmentation. Subsequent calls to new will consider that region when looking for free memory to return.
In other words, it is wrong to ask what happens with the memory when it is deallocated. The real magic happens in the bookkeeping region! To learn about implementation of generic allocators, google for implementation of malloc.
As for #3, it is an optional step and in many cases impossible to perform. It is only possible to "give back" freed memory that happens to reside at the very end of the allocated heap. A single allocation situated after a large region will remove the possibility of giving back.
In C++, if you allocate memory using "new", that portion of memory will be allocated by the OS to that particular process, until you release that memory or until that process exits.
If some portion of memory allocated for a process means that OS does not allow other process to use that portion of memory until that process release that memory. In C++, you have to use "delete" to release memory.
By releasing memory portion, process just inform the OS that it does not use this portion any more so that OS can allocate that memory portion whenever other processes request memory. In that case content of the memory portion will not be changed.
Garbage collection is just automatic memory management (so you never need to delete anything, the system will take care of it for you). I'm not 100% on whether it sets memory locations to 0, but I would assume it doesnt, since when you delete in c++, thats not what happens, it just allows the space to be used for storage. Writing zeros over everything is much more inefficient and not necessary. Here's some links that might be able to help explain this more thoroughly:
How does garbage collection and scoping work in C#?
http://en.wikipedia.org/wiki/Garbage_collection_(computer_science)
Inside each application, dynamic memory are managed by "heaps". When your code asks for a block of memory, it asks the heap manager to allocate a block of memory, when your application frees that block of memory, it returns it back to the heap manager. In a traditional application, you must explicitly return each memory you allocated. Otherwise you will eventually run out of memory.
In languages like C# or Java, the runtime offers a garbage collector. A garbage collector automatically identify "unreachable" memory block and free them. An unreable memory block is a block that is no longer referenced by any variables. For example, if you have a global variable p1 that points to a block of memory, because p1 is global, so it is visible to anywhere in your code, then it is always reachable. Thus it will never be released by garbage collector. On the other hand, if you have local variable p2 in one of your function Foo, vairable p2 is no longer reachable after Foo has returned. The garbage collector is able to identify such variables and free any memory block pointed by them.
As application/garbage collector interact with the heap, the heap may decide to ask for more memory from the OS or return it to the OS. The OS manages all these memory request from different process and it then decide how to allocate the actual physical memory to different process.
No, it does not set the bits to zero. In a very simplified explanation,
First the garbage collector must determine, not what objects are no longer accessible ("not reachable"), but which ones are still accessible or reachable. It does this by simply listing all object roots. A root is a memory location containing a pointer to a reference object (an object on the heap). Then, recursively, it flags as "reachable" every object referenced by a root, or referenced by a field or property of a object already flagged as reachable.
There are four types of roots.
static variables containing reference objects
reference objects on the stack for any currently active thread.
reference types in method parameters
reference objects pointed to by CPU registers.
After determining what reference objects are still accessible (reachable) by any code in the App Domain, it takes all those objects that are still reachable, and if there are any gaps in physical memory between them, it "defragments" them by moving some of them so they are all contiguous, then it sets the pointer which represents the "end" od "used" memory to the end of this new compressed defragmented list. All new memory allocations, for newly instantiated objects, are then allocated from the memory immediately after this pointer location.
If there are no gaps in the memory used by the reachable objects, it just resets the pointer to the end of the last reachable object in the list.
No, deleting a pointer does not set the bytes to zero.
It's not in the standard of course, but it would be a performance overhead and serious implementations don't bother doing it, and it does not even make sense, when the memory is used for complex objects (floats, objects, strings, etc)
You can always try it out.
Declare a pointer to an int, write an integer, delete the pointer.
Then read the content of the deleted pointer again.
Does it have the same content?
int *ptr = new int;
*ptr = 13;
cout << "Before delete: " << *ptr << endl;
delete ptr;
cout << "After delete: " << *ptr << endl;
Yes probably it will, BUT ptr is just a dangling pointer you have there, the memory has been returned to the system and it will be available when you allocate memory again, it's likely that when you allocate another int* it will be pointing where ptr was pointing.
Let's say I have an allocation in memory containing a string, "ABCDEFG", but I only have a pointer to the 'E'. Is it possible, on win32, to free that block, given a pointer that is within the block, but not at the start? Any allocation method would work, but a Heap* function would be the path of least resistance.
If not a native solution, have there been any custom memory managers written which offer this feature?
EDIT: This isn't an excuse to be sloppy. I'm developing an automatic memory management system using 100% compile-time metadata. This odd requirement seems to be the only thing standing in the way of getting it working, and even then it's needed only for data types based on arrays (which are slicable).
It would be possible for the memory allocation routines in the runtime library to check a given memory address against the beginning and end of every allocated block. That search accomplished, it would be easy to release the block from the beginning.
Even with clever algorithms behind it, this would incur some kind of search with each memory deallocation. And why? Just to support erroneous programs too stupid to keep track of the beginning of the blocks of memory they allocated?
The standard C idiom thrives on treating blocks of allocated memory like arrays. The pointer returned from *alloc is a pointer to the beginning of an array, and the pointer can be used with subscripts to access any element of that array, subscripts starting at 0. This has worked well enough for 40 years that I can't think of a sensible reason to introduce a change here.
I suppose if you know what the malloc() guard blocks look like, you could write a function that backs up from the pointer you pass it until it finds a 'best guess' of the original memory address and then calls free(). Why not just keep a copy of the base pointer around?
If you use VirtualAlloc to allocate memory, you can use VirtualQuery to figure out which block a pointer belongs to. Once you have the base address, you can pass this to VirtualFree to free the entire block.
Is there such a thing? I mean some function that would reallocate memory without moving it if possible or do nothing if not possible. In Visual C there is _expand which does what I want. Does anybody know about equivalents for other platforms, gcc/linux in particular? I'm mostly interested in shrinking memory in-place when possible (and standard realloc may move memory even when its size decreases, in case somebody asks).
I know there is no standard way to do this, and I'm explicitly asking for implementation-dependent dirty hackish tricks. List anything you know that works somewhere.
Aside from using mmap and munmap to eliminate the excess you don't need (or mremap, which could do the same but is non-standard), there is no way to reduce the size of an allocated block of memory. And mmap has page granularity (normally 4k) so unless you're dealing with very large objects, using it would be worse than just leaving the over-sized objects and not shrinking them at all.
With that said, shrinking memory in-place is probably not a good idea, since the freed memory will be badly fragmented. A good realloc implementation will want to move blocks when significantly shrinking them as an opportunity to defragment memory.
I would guess your situation is that you have an allocated block of memory with lots of other structures holding pointers into it, and you don't want to invalidate those pointers. If this is the case, here is a possible general solution:
Break your resizable object up into two allocations, a "head" object of fixed size which points to the second variable-sized object.
For other objects which need to point into the variable-size object, store a pointer to the head object and an integer offset (size_t or ptrdiff_t) into the variable-size object.
Now, even if the variable-size object moves to a new address, none of the references to it are invalidated.
If you're using these objects from multiple threads, you should put a read-write lock in the head object, read-locking it whenever you need to access the variable-sized object, and write-locking it whenever resizing the variable-sized object.
A similar question was asked on another forum. One of the more reasonable answers I saw involved using mmap for the initial allocation (using the MAP_ANONYMOUS flag) and calling mremap without the MREMAP_MAYMOVE flag. A limitation of this approach, though, is that the allocation sizes must be exact multiples to the system's page size.