Blame docs/v2.2.0-ReleaseNotes

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Cryptsetup 2.2.0 Release Notes
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==============================
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Stable release with new experimental features and bug fixes.
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Cryptsetup 2.2 version introduces a new LUKS2 online reencryption
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extension that allows reencryption of mounted LUKS2 devices
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(device in use) in the background.
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Online reencryption is a complex feature. Please be sure you
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have a full data backup before using this feature.
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Changes since version 2.1.0
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~~~~~~~~~~~~~~~~~~~~~~~~~~~
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LUKS2 online reencryption
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~~~~~~~~~~~~~~~~~~~~~~~~~
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The reencryption is intended to provide a reliable way to change
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volume key or an algorithm change while the encrypted device is still
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in use.
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It is based on userspace-only approach (no kernel changes needed)
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that uses the device-mapper subsystem to remap active devices on-the-fly
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dynamically. The device is split into several segments (encrypted by old
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key, new key and so-called hotzone, where reencryption is actively running).
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The flexible LUKS2 metadata format is used to store intermediate states
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(segment mappings) and both version of keyslots (old and new keys).
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Also, it provides a binary area (in the unused keyslot area space)
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to provide recovery metadata in the case of unexpected failure during
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reencryption. LUKS2 header is during the reencryption marked with
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"online-reencryption" keyword. After the reencryption is finished,
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this keyword is removed, and the device is backward compatible with all
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older cryptsetup tools (that support LUKS2).
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The recovery supports three resilience modes:
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  - checksum: default mode, where individual checksums of ciphertext hotzone
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    sectors are stored, so the recovery process can detect which sectors were
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    already reencrypted. It requires that the device sector write is atomic.
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  - journal: the hotzone is journaled in the binary area
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    (so the data are written twice)
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  - none: performance mode; there is no protection
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    (similar to old offline reencryption)
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These resilience modes are not available if reencryption uses data shift.
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Note: until we have full documentation (both of the process and metadata),
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please refer to Ondrej's slides (some slight details are no longer relevant)
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https://okozina.fedorapeople.org/online-disk-reencryption-with-luks2-compact.pdf
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The offline reencryption tool (cryptsetup-reencrypt) is still supported
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for both LUKS1 and LUKS2 format.
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Cryptsetup examples for reencryption
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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The reencryption feature is integrated directly into cryptsetup utility
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as the new "reencrypt" action (command).
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There are three basic modes - to perform reencryption (change of already
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existing LUKS2 device), to add encryption to plaintext device and to remove
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encryption from a device (decryption).
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In all cases, if existing LUKS2 metadata contains information about
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the ongoing reencryption process, following reencrypt command continues
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with the ongoing reencryption process until it is finished.
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You can activate a device with ongoing reencryption as the standard LUKS2
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device, but the reencryption process will not continue until the cryptsetup
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reencrypt command is issued.
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1) Reencryption
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~~~~~~~~~~~~~~~
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This mode is intended to change any attribute of the data encryption
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(change of the volume key, algorithm or sector size).
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Note that authenticated encryption is not yet supported.
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You can start the reencryption process by specifying a LUKS2 device or with
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a detached LUKS2 header.
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The code should automatically recognize if the device is in use (and if it
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should use online mode of reencryption).
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If you do not specify parameters, only volume key is changed
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(a new random key is generated).
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# cryptsetup reencrypt <device> [--header <hdr>]
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You can also start reencryption using active mapped device name:
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  # cryptsetup reencrypt --active-name <name>
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You can also specify the resilience mode (none, checksum, journal) with
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--resilience=<mode> option, for checksum mode also the hash algorithm with
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--resilience-hash=<alg> (only hash algorithms supported by cryptographic
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backend are available).
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The maximal size of reencryption hotzone can be limited by
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--hotzone-size=<size> option and applies to all reencryption modes.
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Note that for checksum and journal mode hotzone size is also limited
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by available space in binary keyslot area.
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2) Encryption
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~~~~~~~~~~~~~
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This mode provides a way to encrypt a plaintext device to LUKS2 format.
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This option requires reduction of device size (for LUKS2 header) or new
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detached header.
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  # cryptsetup reencrypt <device> --encrypt --reduce-device-size <size>
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Or with detached header:
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  # cryptsetup reencrypt <device> --encrypt --header <hdr>
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3) Decryption
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~~~~~~~~~~~~~
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This mode provides the removal of existing LUKS2 encryption and replacing
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a device with plaintext content only.
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For now, we support only decryption with a detached header.
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  # cryptsetup reencrypt <device> --decrypt --header <hdr>
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For all three modes, you can split the process to metadata initialization
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(prepare keyslots and segments but do not run reencryption yet) and the data
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reencryption step by using --init-only option.
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Prepares metadata:
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  # cryptsetup reencrypt --init-only <parameters>
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Starts the data processing:
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  # cryptsetup reencrypt <device>
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Please note, that due to the Linux kernel limitation, the encryption or
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decryption process cannot be run entirely online - there must be at least
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short offline window where operation adds/removes device-mapper crypt (LUKS2) layer.
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This step should also include modification of /etc/crypttab and fstab UUIDs,
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but it is out of the scope of cryptsetup tools.
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Limitations
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~~~~~~~~~~~
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Most of these limitations will be (hopefully) fixed in next versions.
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* Only one active keyslot is supported (all old keyslots will be removed
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  after reencryption).
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* Only block devices are now supported as parameters. As a workaround
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  for images in a file, please explicitly map a loop device over the image
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  and use the loop device as the parameter.
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* Devices with authenticated encryption are not supported. (Later it will
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  be limited by the fixed per-sector metadata, per-sector metadata size
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  cannot be changed without a new device format operation.)
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* The reencryption uses userspace crypto library, with fallback to
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  the kernel (if available). There can be some specific configurations
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  where the fallback does not provide optimal performance.
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* There are no translations of error messages until the final release
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  (some messages can be rephrased as well).
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* The repair command is not finished; the recovery of interrupted
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  reencryption is made automatically on the first device activation.
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* Reencryption triggers too many udev scans on metadata updates (on closing
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  write enabled file descriptors). This has a negative performance impact on the whole
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  reencryption and generates excessive I/O load on the system.
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New libcryptsetup reencryption API
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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The libcryptsetup contains new API calls that are used to setup and
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run the reencryption.
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Note that there can be some changes in API implementation of these functions
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and/or some new function can be introduced in final cryptsetup 2.2 release.
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New API symbols (see documentation in libcryptsetup.h)
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* struct crypt_params_reencrypt - reencryption parameters
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* crypt_reencrypt_init_by_passphrase
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* crypt_reencrypt_init_by_keyring
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  - function to configure LUKS2 metadata for reencryption;
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    if metadata already exists, it configures the context from this metadata
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* crypt_reencrypt
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  - run the reencryption process (processing the data)
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  - the optional callback function can be used to interrupt the reencryption
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    or report the progress.
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* crypt_reencrypt_status
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  - function to query LUKS2 metadata about the reencryption state
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Other changes and fixes
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~~~~~~~~~~~~~~~~~~~~~~~
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* Add optional global serialization lock for memory hard PBKDF.
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  (The --serialize-memory-hard-pbkdf option in cryptsetup and
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  CRYPT_ACTIVATE_SERIALIZE_MEMORY_HARD_PBKDF in activation flag.)
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  This is an "ugly" optional workaround for a situation when multiple devices
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  are being activated in parallel (like systemd crypttab activation).
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  The system instead of returning ENOMEM (no memory available) starts
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  out-of-memory (OOM) killer to kill processes randomly.
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  Until we find a reliable way how to work with memory-hard function
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  in these situations, cryptsetup provide a way how to serialize memory-hard
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  unlocking among parallel cryptsetup instances to workaround this problem.
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  This flag is intended to be used only in very specific situations,
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  never use it directly :-)
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* Abort conversion to LUKS1 with incompatible sector size that is
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  not supported in LUKS1.
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* Report error (-ENOENT) if no LUKS keyslots are available. User can now
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  distinguish between a wrong passphrase and no keyslot available.
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* Fix a possible segfault in detached header handling (double free).
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* Add integritysetup support for bitmap mode introduced in Linux kernel 5.2.
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  Integritysetup now supports --integrity-bitmap-mode option and
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  --bitmap-sector-per-bit and --bitmap-flush-time commandline options.
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  In the bitmap operation mode, if a bit in the bitmap is 1, the corresponding
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  region's data and integrity tags are not synchronized - if the machine
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  crashes, the unsynchronized regions will be recalculated.
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  The bitmap mode is faster than the journal mode because we don't have
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  to write the data twice, but it is also less reliable, because if data
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  corruption happens when the machine crashes, it may not be detected.
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  This can be used only for standalone devices, not with dm-crypt.
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* The libcryptsetup now keeps all file descriptors to underlying device
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  open during the whole lifetime of crypt device context to avoid excessive
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  scanning in udev (udev run scan on every descriptor close).
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* The luksDump command now prints more info for reencryption keyslot
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  (when a device is in-reencryption).
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* New --device-size parameter is supported for LUKS2 reencryption.
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  It may be used to encrypt/reencrypt only the initial part of the data
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  device if the user is aware that the rest of the device is empty.
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  Note: This change causes API break since the last rc0 release
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  (crypt_params_reencrypt structure contains additional field).
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* New --resume-only parameter is supported for LUKS2 reencryption.
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  This flag resumes reencryption process if it exists (not starting
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  new reencryption).
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* The repair command now tries LUKS2 reencryption recovery if needed.
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* If reencryption device is a file image, an interactive dialog now
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  asks if reencryption should be run safely in offline mode
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  (if autodetection of active devices failed).
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* Fix activation through a token where dm-crypt volume key was not
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  set through keyring (but using old device-mapper table parameter mode).
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* Online reencryption can now retain all keyslots (if all passphrases
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  are provided). Note that keyslot numbers will change in this case.
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* Allow volume key file to be used if no LUKS2 keyslots are present.
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  If all keyslots are removed, LUKS2 has no longer information about
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  the volume key size (there is only key digest present).
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  Please use --key-size option to open the device or add a new keyslot
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  in these cases.
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* Print a warning if online reencrypt is called over LUKS1 (not supported).
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* Fix TCRYPT KDF failure in FIPS mode.
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  Some crypto backends support plain hash in FIPS mode but not for PBKDF2.
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* Remove FIPS mode restriction for crypt_volume_key_get.
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  It is an application responsibility to use this API in the proper context.
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* Reduce keyslots area size in luksFormat when the header device is too small.
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  Unless user explicitly asks for keyslots areas size  (either via
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  --luks2-keyslots-size or --offset) reduce keyslots size so that it fits
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  in metadata device.
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* Make resize action accept --device-size parameter (supports units suffix).