This document explains the strategy that was used so far in starting the migration to PSA Crypto and mentions future perspectives and open questions.
Several benefits are expected from migrating to PSA Crypto:
G1. Use PSA Crypto drivers when available. G2. Allow isolation of long-term secrets (for example, private keys). G3. Allow isolation of short-term secrets (for example, TLS session keys). G4. Have a clean, unified API for Crypto (retire the legacy API). G5. Code size: compile out our implementation when a driver is available.
As of Mbed TLS 3.2, most of (G1) and all of (G2) is implemented when MBEDTLS_USE_PSA_CRYPTO is enabled. For (G2) to take effect, the application needs to be changed to use new APIs. For a more detailed account of what's implemented, see docs/use-psa-crypto.md, where new APIs are about (G2), and internal changes implement (G1).
As of early 2023, work towards G5 is in progress: Mbed TLS 3.3 and 3.4 saw some improvements in this area, and more will be coming in future releases.
Generally speaking, the numbering above doesn't mean that each goal requires the preceding ones to be completed.
We currently have a few compile-time options that are relevant to the migration:
MBEDTLS_PSA_CRYPTO_C - enabled by default, controls the presence of the PSA Crypto APIs.MBEDTLS_USE_PSA_CRYPTO - disabled by default (enabled in “full” config), controls usage of PSA Crypto APIs to perform operations in X.509 and TLS (G1 above), as well as the availability of some new APIs (G2 above).PSA_CRYPTO_CONFIG - disabled by default, supports builds with drivers and without the corresponding software implementation (G5 above).The reasons why MBEDTLS_USE_PSA_CRYPTO is optional and disabled by default are:
MBEDTLS_ECP_RESTARTABLE: you can enable both, but then you won’t get the full effect of RESTARTBLE (see the documentation of this option in mbedtls_config.h);MBEDTLS_PSA_CRYPTO_C, for backward compatibility reasons:MBEDTLS_PSA_CRYPTO_C is enabled and used, applications need to call psa_crypto_init() before TLS/X.509 uses PSA functions. (This prevents us from even enabling the option by default.)MBEDTLS_PSA_CRYPTO_C has a hard dependency on MBEDTLS_ENTROPY_C || MBEDTLS_PSA_CRYPTO_EXTERNAL_RNG but it‘s currently possible to compile TLS and X.509 without any of the options. Also, we can’t just auto-enable MBEDTLS_ENTROPY_C as it doesn't build out of the box on all platforms, and even less MBEDTLS_PSA_CRYPTO_EXTERNAL_RNG as it requires a user-provided RNG function.The downside of this approach is that until we are able to make MBDEDTLS_USE_PSA_CRYPTO non-optional (always enabled), we have to maintain two versions of some parts of the code: one using PSA, the other using the legacy APIs. However, see next section for strategies that can lower that cost. The rest of this section explains the reasons for the incompatibilities mentioned above.
At the time of writing (early 2022) it is unclear what could be done about the backward compatibility issues, and in particular if the cost of implementing solutions to these problems would be higher or lower than the cost of maintaining dual code paths until the next major version. (Note: these solutions would probably also solve other problems at the same time.)
MBEDTLS_ECP_RESTARTABLECurrently this option controls not only the presence of restartable APIs in the crypto library, but also their use in the TLS and X.509 layers. Since PSA Crypto does not support restartable operations, there‘s a clear conflict: the TLS and X.509 layers can’t both use only PSA APIs and get restartable behaviour.
Support for restartable (aka interruptible) ECDSA sign/verify operation was added to PSA in Mbed TLS 3.4, but support for ECDH is not present yet.
It will then require follow-up work to make use of the new PSA APIs in PK/X.509/TLS in all places where we currently allow restartable operations.
MBEDTLS_USE_PSA_CRYPTO always onpsa_crypto_init() before using TLS, X.509 or PK. We can try to work around that by calling (the relevant part of) it ourselves under the hood as needed, but that would likely require splitting init between the parts that can fail and the parts that can't (see https://github.com/ARM-software/psa-crypto-api/pull/536 for that).MBEDTLS_PSA_CRYPTO_C in configurations that don’t have MBEDTLS_ENTROPY_C, and we can‘t just auto-enable the latter, as it won’t build or work out of the box on all platforms. There are two kinds of things we'd need to do if we want to work around that:ENTROPY_C. This requires going through the PSA code base to adjust dependencies. Risk: there may be annoying dependencies, some of which may be surprising.f_rng parameter (see #5238), that would be available in entropy-less builds. (Then code using those functions still needs to have one version using it, for entropy-less builds, and one version using the standard function, for driver support in build with entropy.)See https://github.com/Mbed-TLS/mbedtls/issues/5156.
The Crypto library in Mbed TLS currently has 3 abstraction layers that offer algorithm-agnostic APIs for a class of algorithms:
Note: key exchange (FFDH, ECDH) is not covered by an abstraction layer.
These abstraction layers typically provide, in addition to the API for crypto operations, types and numerical identifiers for algorithms (for example mbedtls_cipher_mode_t and its values). The current strategy is to keep using those identifiers in most of the code, in particular in existing structures and public APIs, even when MBEDTLS_USE_PSA_CRYPTO is enabled. (This is not an issue for G1, G2, G3 above, and is only potentially relevant for G4.)
The are multiple strategies that can be used regarding the place of those layers in the migration to PSA.
USE_PSA_CRYPTO) of wrapper functions in the abstraction layer, that calls PSA instead of the legacy crypto API.This strategy is currently (early 2023) used for all operations in the PK layer; the MD layer uses a variant where it dispatches to PSA if a driver is available and the driver subsystem has been initialized, regardless of whether USE_PSA_CRYPTO is enabled; see md-cipher-dispatch.md in the same directory for details.
This strategy is not very well suited to the Cipher layer, as the PSA implementation is currently done on top of that layer.
This strategy will probably be used for some time for the PK layer, while we figure out what the future of that layer is: parts of it (parse/write, ECDSA signatures in the format that X.509 & TLS want) are not covered by PSA, so they will need to keep existing in some way. (Also, the PK layer is a good place for dispatching to either PSA or mbedtls_xxx_restartable while that part is not covered by PSA yet, if we decide to do that.)
USE_PSA_CRYPTO)This strategy is currently (early 2023) used for the MD layer and the Cipher layer in X.509 and TLS. Crypto modules however always call to MD which may then dispatch to PSA, see md-cipher-dispatch.md.
mbedtls_pk_context).This strategy is not useful when no context is used, for example with the one-shot function mbedtls_md().
There are two variants of this strategy: one where using the new setup function also allows for key isolation (the key is only held by PSA, supporting both G1 and G2 in that area), and one without isolation (the key is still stored outside of PSA most of the time, supporting only G1).
This strategy, with support for key isolation, is currently (early 2022) used for private-key operations in the PK layer - see mbedtls_pk_setup_opaque(). This allows use of PSA-held private ECDSA keys in TLS and X.509 with no change to the TLS/X.509 code, but a contained change in the application.
This strategy, without key isolation, was also previously used (until 3.1 included) in the Cipher layer - see mbedtls_cipher_setup_psa(). This allowed use of PSA for cipher operations in TLS with no change to the application code, and a contained change in TLS code. (It only supported a subset of ciphers.)
Note: for private key operations in the PK layer, both the “silent” and the “opt-in” strategy can apply, and can complement each other, as one provides support for key isolation, but at the (unavoidable) code of change in application code, while the other requires no application change to get support for drivers, but fails to provide isolation support.
Strategies currently (early 2022) used with each abstraction layer:
USE_PSA_CRYPTO)md-cipher-dispatch.md.This section presents a plan towards G5: save code size by compiling out our software implementation when a driver is available.
Let's expand a bit on the definition of the goal: in such a configuration (driver used, software implementation and abstraction layer compiled out), we want:
a. the library to build in a reasonably-complete configuration, b. with all tests passing, c. and no more tests skipped than the same configuration with software implementation.
Criterion (c) ensures not only test coverage, but that driver-based builds are at feature parity with software-based builds.
We can roughly divide the work needed to get there in the following steps:
MBEDTLS_USE_PSA_CRYPTO.) This needs to be done in the library and tests.Note: the first two steps enable use of drivers, but not by themselves removal of the software implementation.
Note: the fact that step 1 is not achieved for all of libmbedcrypto (see below) is the reason why criterion (a) has “a reasonably-complete configuration”, to allow working around internal crypto dependencies when working on other parts such as X.509 and TLS - for example, a configuration without RSA PKCS#1 v2.1 still allows reasonable use of X.509 and TLS.
Note: this is a conceptual division that will sometimes translate to how the work is divided into PRs, sometimes not. For example, in situations where it's not possible to achieve good test coverage at the end of step 1 or step 2, it is preferable to group with the next step(s) in the same PR until good test coverage can be reached.
Status as of end of March 2023 (shortly after 3.4):
MBEDTLS_USE_PSA_CRYPTO is enabled with only a few gaps remaining (see docs/use-psa-crypto.md).ctr_drbg.c calls the legacy API mbedtls_aes.MBEDTLS_USE_PSA_CRYPTO is enabled.Strategy for step 1:
Regarding PK, X.509, and TLS, this is mostly achieved with only a few gaps. (The strategy was outlined in the previous section.)
Regarding libmbedcrypto:
md-cipher-dispatch.md in the same directory;ECP_C which in turn depends on BIGNUM_C. So, direct calls from TLS, X.509 and PK to ECP and Bignum will need to be replaced; see https://github.com/Mbed-TLS/mbedtls/issues/6839 and linked issues for a summary of intermediate steps and open points.Strategy for step 2:
The most satisfying situation here is when we can just use the PSA Crypto API for information management as well. However sometimes it may not be convenient, for example in parts of the code that accept old-style identifiers (such as mbedtls_md_type_t) in their API and can't assume PSA to be compiled in (such as rsa.c).
When using an existing abstraction layer such as MD, it can provide information management functions. In other cases, information that was in a low-level module but logically belongs in a higher-level module can be moved to that module (for example, TLS identifiers of curves and there conversion to/from PSA or legacy identifiers belongs in TLS, not ecp.c).
Strategy for step 3:
There are currently two (complementary) ways for crypto-using code to check if a particular algorithm is supported: using MBEDTLS_xxx macros, and using PSA_WANT_xxx macros. For example, PSA-based code that want to use SHA-256 will check for PSA_WANT_ALG_SHA_256, while legacy-based code that wants to use SHA-256 will check for MBEDTLS_SHA256_C if using the mbedtls_sha256 API, or for MBEDTLS_MD_C && MBEDTLS_SHA256_C if using the mbedtls_md API.
Code that obeys MBEDTLS_USE_PSA_CRYPTO will want to use one of the two dependencies above depending on whether MBEDTLS_USE_PSA_CRYPTO is defined: if it is, the code want the algorithm available in PSA, otherwise, it wants it available via the legacy API(s) is it using (MD and/or low-level).
As much as possible, we're trying to create for each algorithm a single new macro that can be used to express dependencies everywhere (except pure PSA code that should always use PSA_WANT). For example, for hashes this is the MBEDTLS_MD_CAN_xxx family. For ECC algorithms, we have similar MBEDTLS_PK_CAN_xxx macros.
Note that in order to achieve that goal, even for code that obeys USE_PSA_CRYPTO, it is useful to impose that all algorithms that are available via the legacy APIs are also available via PSA.
Executing step 3 will mostly consist of using the right dependency macros in the right places (once the previous steps are done).
Note on testing
Since supporting driver-only builds is not about adding features, but about supporting existing features in new types of builds, testing will not involve adding cases to the test suites, but instead adding new components in all.sh that build and run tests in newly-supported configurations. For example, if we're making some part of the library work with hashes provided only by drivers when MBEDTLS_USE_PSA_CRYPTO is defined, there should be a place in all.sh that builds and run tests in such a configuration.
There is however a risk, especially in step 3 where we change how dependencies are expressed (sometimes in bulk), to get things wrong in a way that would result in more tests being skipped, which is easy to miss. Care must be taken to ensure this does not happen. The following criteria can be used:
outcome-analysis.sh in the present directory.tests/scripts/analyze_outcomes.py. See the analyze_driver_vs_reference_xxx actions in the script and the comments above their declaration for how to do that locally.This section briefly introduces questions and possible plans towards G4, mainly as they relate to choices in previous stages.
We‘re currently taking advantage of the existing PK layer in order to reduce the number of places where library code needs to be changed. It’s only natural to consider using the same strategy (with the PK, MD and Cipher layers) for facilitating migration of application code.
Note: a necessary first step for that would be to make sure PSA is no longer implemented of top of the concerned layers
The most favourable case is if we can have a zero-cost abstraction (no runtime, RAM usage or code size penalty), for example just a bunch of #defines, essentially mapping mbedtls_ APIs to their psa_ equivalent.
Unfortunately that's unlikely to fully work. For example, the MD layer uses the same context type for hashes and HMACs, while the PSA API (rightfully) has distinct operation types. Similarly, the Cipher layer uses the same context type for unauthenticated and AEAD ciphers, which again the PSA API distinguishes.
It is unclear how much value, if any, a zero-cost compatibility layer that's incomplete (for example, for MD covering only hashes, or for Cipher covering only AEAD) or differs significantly from the existing API (for example, introducing new context types) would provide to users.
Another possibility is to keep most or all of the existing API for the PK, MD and Cipher layers, implemented on top of PSA, aiming for the lowest possible cost. For example, mbedtls_md_context_t would be defined as a (tagged) union of psa_hash_operation_t and psa_mac_operation_t, then mbedtls_md_setup() would initialize the correct part, and the rest of the functions be simple wrappers around PSA functions. This would vastly reduce the complexity of the layers compared to the existing (no need to dispatch through function pointers, just call the corresponding PSA API).
Since this would still represent a non-zero cost, not only in terms of code size, but also in terms of maintenance (testing, etc.) this would probably be a temporary solution: for example keep the compatibility layers in 4.0 (and make them optional), but remove them in 5.0.
Again, this provides the most value to users if we can manage to keep the existing API unchanged. Their might be conflicts between this goal and that of reducing the cost, and judgment calls may need to be made.
Note: when it comes to holding public keys in the PK layer, depending on how the rest of the code is structured, it may be worth holding the key data in memory controlled by the PK layer as opposed to a PSA key slot, moving it to a slot only when needed (see current ecdsa_verify_wrap when MBEDTLS_USE_PSA_CRYPTO is defined) For example, when parsing a large number, N, of X.509 certificates (for example the list of trusted roots), it might be undesirable to use N PSA key slots for their public keys as long as the certs are loaded. OTOH, this could also be addressed by merging the “X.509 parsing on-demand” (#2478), and then the public key data would be held as bytes in the X.509 CRT structure, and only moved to a PK context / PSA slot when it's actually used.
Note: the PK layer actually consists of two relatively distinct parts: crypto operations, which will be covered by PSA, and parsing/writing (exporting) from/to various formats, which is currently not fully covered by the PSA Crypto API.
It should be easy to provide the user with a bunch of #defines for algorithm identifiers, for example #define MBEDTLS_MD_SHA256 PSA_ALG_SHA_256; most of those would be in the MD, Cipher and PK compatibility layers mentioned above, but there might be some in other modules that may be worth considering, for example identifiers for elliptic curves.
Generally speaking, we would retire all of the low-level, non-generic modules, such as AES, SHA-256, RSA, DHM, ECDH, ECP, bignum, etc, without providing compatibility APIs for them. People would be encouraged to switch to the PSA API. (The compatibility implementation of the existing PK, MD, Cipher APIs would mostly benefit people who already used those generic APis rather than the low-level, alg-specific ones.)
Public APIs in TLS and X.509 may be affected by the migration in at least two ways:
APIs that rely on a legacy mbedtls_ crypto type: for example mbedtls_ssl_conf_own_cert() to configure a (certificate and the associated) private key. Currently the private key is passed as a mbedtls_pk_context object, which would probably change to a psa_key_id_t. Since some users would probably still be using the compatibility PK layer, it would need a way to easily extract the PSA key ID from the PK context.
APIs the accept list of identifiers: for example mbedtls_ssl_conf_curves() taking a list of mbedtls_ecp_group_ids. This could be changed to accept a list of pairs (psa_ecc_family_t, size) but we should probably take this opportunity to move to a identifier independent from the underlying crypto implementation and use TLS-specific identifiers instead (based on IANA values or custom enums), as is currently done in the new mbedtls_ssl_conf_groups() API, see #4859).
An question that needs careful consideration when we come around to removing the low-level crypto APIs and making PK, MD and Cipher optional compatibility layers is to be sure to preserve testing quality. A lot of the existing test cases use the low level crypto APIs; we would need to either keep using that API for tests, or manually migrate tests to the PSA Crypto API. Perhaps a combination of both, perhaps evolving gradually over time.