Network Working Group                                     V. Devarapalli
Internet-Draft                                                  WiChorus
Intended status: Standards Track                              K. Weniger
Expires: May 7, June 14, 2009                                         Panasonic
                                                        November 3,
                                                       December 11, 2008

                     Re-direct Mechanism for IKEv2
                draft-ietf-ipsecme-ikev2-redirect-01.txt
                draft-ietf-ipsecme-ikev2-redirect-02.txt

Status of this Memo

   By submitting this Internet-Draft, each author represents that any
   applicable patent or other IPR claims of which he or she is aware
   have been or will be disclosed, and any of which he or she becomes
   aware will be disclosed, in accordance with Section 6 of BCP 79.

   Internet-Drafts are working documents of the Internet Engineering
   Task Force (IETF), its areas, and its working groups.  Note that
   other groups may also distribute working documents as Internet-
   Drafts.

   Internet-Drafts are draft documents valid for a maximum of six months
   and may be updated, replaced, or obsoleted by other documents at any
   time.  It is inappropriate to use Internet-Drafts as reference
   material or to cite them other than as "work in progress."

   The list of current Internet-Drafts can be accessed at
   http://www.ietf.org/ietf/1id-abstracts.txt.

   The list of Internet-Draft Shadow Directories can be accessed at
   http://www.ietf.org/shadow.html.

   This Internet-Draft will expire on May 7, June 14, 2009.

Abstract

   IKEv2 is a popular protocol for setting up VPN tunnels from a remote location
   to a gateway so that the VPN client can access services in the
   network behind the gateway.  Currently there is no standard mechanism
   specified that allows an overloaded VPN gateway or a VPN gateway that
   is being shut down for maintenance to re-
   direct re-direct the VPN client to
   attach to another gateway.  This document proposes a re-direct
   mechanism for IKEv2.  The proposed mechanism can also be used for in
   Mobile IPv6 to enable the home agent to re-direct the mobile node to
   another home agent.

Table of Contents

   1.  Introduction . . . . . . . . . . . . . . . . . . . . . . . . .  3
   2.  Terminology  . . . . . . . . . . . . . . . . . . . . . . . . .  4
   3.  IKEv2 Exchange with Redirect . . . . . . . . . . . . . . . . .  4
   4.  Use of Anycast Addresses with the Re-direct Mechanism  . . . .  5
   5.  Gateway Initiated Redirect . . . . . . . . . . . . . . . . . .  6
   6.  Redirect Messages  . . . . . . . . . . . . . . . . . . . . . .  7
     6.1.  REDIRECT_SUPPORTED . . . . . . . . . . . . . . . . . . . .  7
     6.2.  REDIRECT . . . . . . . . . . . . . . . . . . . . . . . . .  7
     6.3.  REDIRECTED_FROM  . . . . . . . . . . . . . . . . . . . . .  8
     6.4.  REDIRECT_ACK . . . . . . . . . . . . . . . . . . . . . . .  9
   7.  Security Considerations  . . . . . . . . . . . . . . . . . . .  9 10
   8.  IANA Considerations  . . . . . . . . . . . . . . . . . . . . . 10
   9.  Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . 10
   10. References . . . . . . . . . . . . . . . . . . . . . . . . . . 10 11
     10.1. Normative References . . . . . . . . . . . . . . . . . . . 10 11
     10.2. Informative References . . . . . . . . . . . . . . . . . . 11
   Authors' Addresses . . . . . . . . . . . . . . . . . . . . . . . . 11
   Intellectual Property and Copyright Statements . . . . . . . . . . 12 13

1.  Introduction

   IKEv2 [2] is widely used for setting up IPsec-based VPNs.  The IP address of
   the VPN gateway can be configured on the VPN client.  But this does
   not scale well, when the number of VPN gateways is large.  Dynamic
   discovery of VPN gateways using DNS is quite widely used too.
   However, using DNS is not flexible when it comes to assigning a VPN
   gateway to the VPN client based on the load on the VPN gateways.  The
   VPN client typically tries to connect to the IP address of the VPN
   gateways that appears first in the DNS response.  If the VPN tunnel
   setup fails, then the VPN client tries to attach to the other VPN
   gateways returned in the DNS response.

   This document proposes a re-direct mechanism for IKEv2 that enables a
   VPN gateway to re-direct the VPN client to another VPN gateway, for
   example, based on the load condition.  The re-direct is done during
   the IKE_SA_INIT exchange.  The re-direct mechanism can also be used
   in conjunction with anycast addresses.  In this case, anycast address
   for the cluster of VPN gateways is stored in the DNS instead of a
   list of unicast IP addresses of the VPN gateways.

   The re-direct can also happen because of administrative or optimal
   routing reasons.  This document does not attempt to provide an
   exhaustive list of reasons for re-directing a VPN client to another
   VPN gateway.

   Mobile IPv6 [3] may use IKEv2 for mutual authentication between the
   mobile node and the home agent.  IKEv2 may also be used for home
   address configuration and setting up IPsec security associations for
   protecting Mobile IPv6 signaling messages [4].  The IKEv2 exchange
   precedes the exchange of Mobile IPv6 signaling messages.  Therefore
   the mechanism described in this document can be also be used by a
   Mobile IPv6 home agent to re-direct a mobile node to another home
   agent.

   There is a Home Agent Switch mechanism available for re-directing a
   mobile node to another home agent, described in [5].  The Home Agent
   Switch mechanism can only be used after the binding cache had been
   created at the home agent for the mobile node.  The disadvantage with
   this is that quite a bit of state is created on the home agent before
   the mobile node can be re-directed to another home agent.  The
   mechanism described in this document can be used for re-directing a
   mobile node before any state related to the Mobile IPv6 binding is
   created on the home agent.

2.  Terminology

   The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT",
   "SHOULD", "SHOULD NOT", "RECOMMENDED", "MAY", and "OPTIONAL" in this
   document are to be interpreted as described in [1].

3.  IKEv2 Exchange with Redirect

   To redirect a an IKEv2 session to another VPN gateway, the VPN gateway
   that initially received the IKE_SA_INIT request selects another VPN
   gateway and responds to the VPN client with a REDIRECT Notification
   payload.  The mechanism by which the initial VPN gateway selects
   another VPN gateway is out of scope for this document.  The IP
   address of the selected VPN gateway is sent in the REDIRECT payload.

   The VPN client indicates support for the IKEv2 redirect mechanism by
   including a REDIRECT_SUPPORTED notification message in the initial
   IKE_SA_INIT request.  If the IKE_SA_INIT request did not include the
   REDIRECT_SUPPORTED payload, the responder MUST NOT send the REDIRECT
   payload to the VPN client.

       Initiator                    Responder (initial VPN GW)
       ---------                    -------------------------

    (IP_I:500 -> Initial_IP_R:500)
    HDR(A,0), SAi1, KEi, Ni,   -->
    N(REDIRECT_SUPPORTED)

                              (Initial_IP_R:500 -> IP_I:500)
                          <-- HDR(A,0), N(REDIRECT, IP_R)

   When the VPN client receives the IKE_SA_INIT response with the
   REDIRECT payload, it initiates a new IKE_SA_INIT exchange with the
   VPN gateway listed in the REDIRECT payload.  The VPN client includes
   the IP address of the original VPN gateway that re-directed the
   client.  The IKEv2 exchange then proceeds as normal with the selected
   VPN gateway.

       Initiator                   Responder (Selected VPN GW)
       ---------                   ---------------------------

    (IP_I:500 -> IP_R:500)
    HDR(A,0), SAi1, KEi, Ni,   -->
    N(REDIRECTED_FROM, Initial_IP_R)

                              (IP_R:500 -> IP_I:500)
                          <-- HDR(A,B), SAr1, KEr, Nr,[CERTREQ]

    (IP_I:500 -> IP_R:500)
    HDR(A,B), SK {IDi, [CERT,] [CERTREQ,]
    [IDr,]AUTH, SAi2, TSi, TSr} -->

                              (IP_R:500 -> IP_I:500)
                          <-- HDR(A,B), SK {IDr, [CERT,] AUTH,
                                                 SAr2, TSi, TSr}

   When this mechanism is used with Mobile IPv6, a mobile node's
   security associations with its home agent may expire while it still
   has a valid binding cache entry at the home agent.  In this case, the
   mobile node MUST NOT use the original home agent address as the
   destination address in the IKE_SA_INIT exchange to setup new security
   associations.  It MUST try to setup security associations with its
   existing home agent.

4.  Use of Anycast Addresses with the Re-direct Mechanism

   The use of anycast addresses will avoid having to configure a
   particular VPN gateway's IP address in the DNS.  Instead, the anycast
   address that represents the group of VPN gateways is stored in the
   DNS.  When the VPN client performs a DNS lookup for the VPN gateway,
   it receives the anycast address of the VPN gateway in the DNS
   response.

   If an anycast address is returned in response to DNS resolution of an
   FQDN, the IKEv2 transaction between the VPN client and the VPN
   gateway is slightly modified.  The VPN client sends the IKE_SA_INIT
   request to the anycast address.  The IKE_SA_INIT request is routed to
   one of the VPN gateways that is part of the anycast group.  The VPN
   gateway that receives the IKE_SA_INIT request responds with an
   IKE_SA_INIT reply from the anycast address.

       Initiator                    Responder (any VPN GW)
       ---------                    -------------------------

    (IP_I:500 -> ANYCAST:500)
    HDR(A,0), SAi1, KEi, Ni)   -->
    N(REDIRECT_SUPPORTED)

                              (ANYCAST:500 -> IP_I:500)
                          <-- HDR(A,0), N(REDIRECT, IP_R)

   If the destination address on the IKE_SA_INIT request is an anycast
   address, the VPN gateway that received the IKE_SA_INIT request MUST
   include the REDIRECT payload to re-direct the VPN client to a unicast
   address of one of the VPN gateway.  The VPN gateway that received the
   IKE_SA_INIT request MAY re-direct the client to its own unicast
   address, if it is not overloaded.

   The rest of the IKEv2 exchange is the same as described in Section 3.

5.  Gateway Initiated Redirect

   The re-direct mechanism may also be used by a VPN gateway to re-
   direct the client to another VPN gateway in middle of a session.  To
   re-direct a client, the gateway should send an INFORMATIONAL message
   with the REDIRECT Notify payload.  The REDIRECT payload MUST carry
   information about the new VPN gateway.  When the client receives this
   message, it MUST send an INFORMATIONAL message with the REDIRECT_ACK
   Notify payload.  Until the client responds with an INFORMATIONAL
   message with the REDIRECT_ACK payload, the gateway SHOULD re-transmit
   the re-direct INFORMATIONAL message as described in [2].  The
   following illustrates the INFORMATIONAL message exchange for gateway-
   initiated redirect.

       Initiator (VPN client)        Responder (VPN GW)
       ----------------------        ------------------

                               <--  HDR, SK {[REDIRECT]} {N[REDIRECT, IP_R/FQDN_R]}

     HDR, SK {[REDIRECT_ACK]} {N[REDIRECT_ACK]} -->

   The INFORMATIONAL message exchange described above is protected by
   the existing IKEv2 SA between the client and the gateway.

   Once the client responds to the gateway with the REDIRECT_ACK
   payload, it SHOULD delete the existing security associations with the
   old gateway.  The gateway MAY also decide to delete the security
   associations without any signaling from the client.  However, it
   should allow sufficient time for the client to setup the required
   security associations with the new security gateway.  This time
   period should be configurable on the gateway.

6.  Redirect Messages

6.1.  REDIRECT_SUPPORTED

   The REDIRECT_SUPPORTED payload is included in the initial IKE_SA_INIT
   request by the initiator to indicate support for the IKEv2 re-direct
   mechanism described in this document.

                        1                   2                   3
    0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    | Next Payload  |C|  RESERVED   |         Payload Length        |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |  Protocol ID  | SPI Size (=0) |      Notify Message Type      |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   The 'Next Payload', 'Payload Length', 'Protocol ID', 'SPI Size' and
   the 'Notify Message Type' fields are the same as described in Section
   3.10 of [2].  The 'SPI Size' field MUST be set to 0 to indicate that
   the SPI is not present in this message.

   The 'Payload Length' field MUST be set to '8'.  The 'Notify Message
   Type' field is set to indicate the REDIRECT_SUPPORTED payload <value
   to be assigned by IANA>.

6.2.  REDIRECT

   The REDIRECT payload is included in an IKE_SA_INIT response from the
   responder when the responder wants to re-direct the initiator to
   another VPN gateway.  The message includes the new responder's IP
   address.

                        1                   2                   3
    0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    | Next Payload  |C|  RESERVED   |         Payload Length        |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |  Protocol ID  | SPI Size (=0) |      Notify Message Type      |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    | GW Ident Type |                                               |
    +---------------+                                               ~
    ~                   New Responder GW Identity                   ~
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   The 'Next Payload', 'Payload Length', 'Protocol ID', 'SPI Size' and
   the 'Notify Message Type' fields are the same as described in Section
   3.10 of [2].  The 'SPI Size' field MUST be set to 0 to indicate that
   the SPI is not present in this message.

   If the IP address of the new VPN gateway is sent, the 'Payload
   Length' field MUST be set to either '13' or '25' depending on whether
   an IPv4 or IPv6 address is sent in the message.  If the FQDN of the
   new VPN gateway is sent, the 'Payload Length' field is set to the
   length of the FQDN plus the fixed fields in the message.  The 'Notify
   Message Type' field is set to indicate the REDIRECT payload <value to
   be assigned by IANA>.  The 'GW Identity Type' field indicates the
   type of information that is sent to identify the new VPN gateway.
   The following values are reserved by this document.

      1 - IPv4 address of the new VPN gateway
      2 - IPv6 address of the new VPN gateway
      3 - FQDN of the new VPN gateway

   All other values for this field are reserved and MUST NOT be used.
   The identity of the new VPN gateway is carried in the 'New Responder
   GW Identity' field.

6.3.  REDIRECTED_FROM

   The REDIRECTED_FROM message type is included in the IKE_SA_INIT
   request from the initiator to the new VPN gateway to indicate the IP
   address of the original VPN gateway that re-directed the initiator.
   The original VPN gateway's IP address is included in the message.

                        1                   2                   3
    0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    | Next Payload  |C|  RESERVED   |         Payload Length        |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |  Protocol ID  | SPI Size (=0) |      Notify Message Type      |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    | GW Ident Type |                                               |
    +---------------+                                               ~
    ~                   Original Responder GW Identity              ~
    |                                                               |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   The 'Next Payload', 'Payload Length', 'Protocol ID', 'SPI Size' and
   the 'Notify Message Type' fields are the same as described in Section
   3.10 of [2] The 'SPI Size' field MUST be set to 0 to indicate that
   the SPI is not present in this message.

   The 'Payload Length' field MUST be set to either '13' or '25'
   depending on whether an IPv4 or IPv6 address of the original VPN
   gateway is sent in the message.  The 'Notify Message Type' field is
   set to indicate the REDIRECTED_FROM payload <value to be assigned by
   IANA>.  The 'GW Identity Type' field indicates the type of
   information that is sent to identify the new VPN gateway.  The
   following values are reserved by this document.

      1 - IPv4 address of the original VPN gateway
      2 - IPv6 address of the original VPN gateway

   All other values for this field are reserved and MUST NOT be used.
   The identity of the original VPN gateway is carried in the 'Original
   Responder GW Identity' field.

6.4.  REDIRECT_ACK

   The REDIRECT_ACK payload is included in the INFORMATIONAL message
   sent by the VPN client to the gateway in response to a gateway
   initiated redirect message as described in Section 5.

                        1                   2                   3
    0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1 2 3 4 5 6 7 8 9 0 1
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    | Next Payload  |C|  RESERVED   |         Payload Length        |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+
    |  Protocol ID  | SPI Size (=0) |      Notify Message Type      |
    +-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+-+

   The 'Next Payload', 'Payload Length', 'Protocol ID', 'SPI Size' and
   the 'Notify Message Type' fields are the same as described in Section
   3.10 of [2].  The 'SPI Size' field MUST be set to 0 to indicate that
   the SPI is not present in this message.

   The 'Payload Length' field MUST be set to '8'.  The 'Notify Message
   Type' field is set to indicate the REDIRECT_ACK payload <value to be
   assigned by IANA>.

7.  Security Considerations

   An eavesdropper on the path between VPN client and server may send a
   redirect to the client upon receiving an IKE_SA_INIT message from
   this client.  This is no problem regarding DoS attacks for the VPN
   connection, since an on-path-attacker can as well drop the
   IKE_SA_INIT requests to prevent VPN access for the client.  But an
   eavesdropper on the path between VPN client and server can redirect a
   large number of clients to a victim, which is then flooded with
   IKE_SA_INIT requests.  Flooding only happens if many clients initiate
   IKEv2 exchange at almost the same time, which is considered a rare
   event.  However, this may happen if a Home Agent/VPN server is
   shutdown for maintenance and all clients need to re-establish VPN
   connections with another Home Agent/VPN server or if the on-path
   attacker forces all IPsec security associations to expire by dropping
   all received IKEv2 messages.

   The use of REDIRECTED_FROM payload is intended to discourage a rogue
   VPN gateway from re-directing a large number of VPN clients to a
   particular VPN gateway.  It does not prevent such a DoS attack.

8.  IANA Considerations

   This document defines four new IKEv2 Notification Message types as
   described in Section 6.  The four Notify Message Types must be
   assigned values between 16396 and 40959.

   o  REDIRECT_SUPPORTED
   o  REDIRECT
   o  REDIRECTED_FROM
   o  REDIRECT_ACK

9.  Acknowledgements

   The use of anycast address with IKEv2 was first described in [6].  It
   was then added to an early draft version of RFC 5026 and later
   removed before the RFC was published.  Therefore the authors of [6]
   and RFC 5026 are acknowledged.

   Thanks to Pasi Eronen, with who, whom the solution described in this
   document was extensively discussed.  Thanks to Tero Kivinen for
   suggesting the use of REDIRECTED_FROM payload.  The authors would
   also like to thank Yaron Sheffer, Sunil Kumar Kumar, Fan Zhao, Yoav Nir and
   Arnaud Ebalard for their reviews and comments.

10.  References

10.1.  Normative References

   [1]  Bradner, S., "Key words for use in RFCs to Indicate Requirement
        Levels", BCP 14, RFC 2119, March 1997.

   [2]  Kaufman, C., Hoffman, P., Nir, Y., and P. Eronen, "Internet Key Exchange Protocol: IKEv2", draft-ietf-ipsecme-ikev2bis-01 (work
        in progress), October 2008. (IKEv2) Protocol", RFC 4306,
        December 2005.

10.2.  Informative References

   [3]  Johnson, D., Perkins, C., and J. Arkko, "Mobility Support in
        IPv6", RFC 3775, June 2004.

   [4]  Giaretta, G., Kempf, J., and V. Devarapalli, "Mobile IPv6
        Bootstrapping in Split Scenario", RFC 5026, October 2007.

   [5]  Haley, B., Devarapalli, V., Deng, H., and J. Kempf, "Mobility
        Header Home Agent Switch Message", RFC 5142, January 2008.

   [6]  Weniger, K. and F. Dupont, "IKEv2-based Home Agent Assignment in
        Mobile IPv6/NEMO Bootstrapping", draft-dupont-ikev2-haassign-02
        (work in progress), January 2007.

Authors' Addresses

   Vijay Devarapalli
   WiChorus
   3590 North First St
   San Jose, CA  95134
   USA

   Email: vijay@wichorus.com
   Killian Weniger
   Panasonic R&D Center Germany
   Monzastr. 4c
   Langen  63225
   Germany

   Email: kilian.weniger@eu.panasonic.com

Full Copyright Statement

   Copyright (C) The IETF Trust (2008).

   This document is subject to the rights, licenses and restrictions
   contained in BCP 78, and except as set forth therein, the authors
   retain all their rights.

   This document and the information contained herein are provided on an
   "AS IS" basis and THE CONTRIBUTOR, THE ORGANIZATION HE/SHE REPRESENTS
   OR IS SPONSORED BY (IF ANY), THE INTERNET SOCIETY, THE IETF TRUST AND
   THE INTERNET ENGINEERING TASK FORCE DISCLAIM ALL WARRANTIES, EXPRESS
   OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY WARRANTY THAT THE USE OF
   THE INFORMATION HEREIN WILL NOT INFRINGE ANY RIGHTS OR ANY IMPLIED
   WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

Intellectual Property

   The IETF takes no position regarding the validity or scope of any
   Intellectual Property Rights or other rights that might be claimed to
   pertain to the implementation or use of the technology described in
   this document or the extent to which any license under such rights
   might or might not be available; nor does it represent that it has
   made any independent effort to identify any such rights.  Information
   on the procedures with respect to rights in RFC documents can be
   found in BCP 78 and BCP 79.

   Copies of IPR disclosures made to the IETF Secretariat and any
   assurances of licenses to be made available, or the result of an
   attempt made to obtain a general license or permission for the use of
   such proprietary rights by implementers or users of this
   specification can be obtained from the IETF on-line IPR repository at
   http://www.ietf.org/ipr.

   The IETF invites any interested party to bring to its attention any
   copyrights, patents or patent applications, or other proprietary
   rights that may cover technology that may be required to implement
   this standard.  Please address the information to the IETF at
   ietf-ipr@ietf.org.