7afecc12f4
This version has many new features, see /usr/share/doc/bind9/README for details.
391 lines
17 KiB
XML
391 lines
17 KiB
XML
<!DOCTYPE book PUBLIC "-//OASIS//DTD DocBook XML V4.2//EN"
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"http://www.oasis-open.org/docbook/xml/4.2/docbookx.dtd"
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[<!ENTITY mdash "—">]>
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<!--
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- Copyright (C) 2010 Internet Systems Consortium, Inc. ("ISC")
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-
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- Permission to use, copy, modify, and/or distribute this software for any
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- purpose with or without fee is hereby granted, provided that the above
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- copyright notice and this permission notice appear in all copies.
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-
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- THE SOFTWARE IS PROVIDED "AS IS" AND ISC DISCLAIMS ALL WARRANTIES WITH
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- REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF MERCHANTABILITY
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- AND FITNESS. IN NO EVENT SHALL ISC BE LIABLE FOR ANY SPECIAL, DIRECT,
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- INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES WHATSOEVER RESULTING FROM
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- LOSS OF USE, DATA OR PROFITS, WHETHER IN AN ACTION OF CONTRACT, NEGLIGENCE
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- OR OTHER TORTIOUS ACTION, ARISING OUT OF OR IN CONNECTION WITH THE USE OR
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- PERFORMANCE OF THIS SOFTWARE.
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-->
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<!-- $Id: pkcs11.xml,v 1.3 2010-02-06 07:42:02 marka Exp $ -->
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<sect1 id="pkcs11">
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<title>PKCS #11 (Cryptoki) support</title>
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<para>PKCS #11 (Public Key Cryptography Standard #11) defines a
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platform- independent API for the control of hardware security
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modules (HSMs) and other cryptographic support devices.</para>
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<para>BIND 9 is known to work with two HSMs: The Sun SCA 6000
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cryptographic acceleration board, tested under Solaris x86, and
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the AEP Keyper network-attached key storage device, tested with
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Debian Linux, Solaris x86 and Windows Server 2003.</para>
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<sect2>
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<title>Prerequisites</title>
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<para>See the HSM vendor documentation for information about
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installing, initializing, testing and troubleshooting the
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HSM.</para>
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<para>BIND 9 uses OpenSSL for cryptography, but stock OpenSSL
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does not yet fully support PKCS #11. However, a PKCS #11 engine
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for OpenSSL is available from the OpenSolaris project. It has
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been modified by ISC to work with with BIND 9, and to provide
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new features such as PIN management and key by
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reference.</para>
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<para>The patched OpenSSL depends on a "PKCS #11 provider".
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This is a shared library object, providing a low-level PKCS #11
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interface to the HSM hardware. It is dynamically loaded by
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OpenSSL at runtime. The PKCS #11 provider comes from the HSM
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vendor, and and is specific to the HSM to be controlled.</para>
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<para>There are two "flavors" of PKCS #11 support provided by
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the patched OpenSSL, one of which must be chosen at
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configuration time. The correct choice depends on the HSM
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hardware:</para>
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<itemizedlist>
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<listitem>
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<para>Use 'crypto-accelerator' with HSMs that have hardware
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cryptographic acceleration features, such as the SCA 6000
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board. This causes OpenSSL to run all supported
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cryptographic operations in the HSM.</para>
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</listitem>
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<listitem>
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<para>Use 'sign-only' with HSMs that are designed to
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function primarily as secure key storage devices, but lack
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hardware acceleration. These devices are highly secure, but
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are not necessarily any faster at cryptography than the
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system CPU — often, they are slower. It is therefore
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most efficient to use them only for those cryptographic
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functions that require access to the secured private key,
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such as zone signing, and to use the system CPU for all
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other computationally-intensive operations. The AEP Keyper
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is an example of such a device.</para>
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</listitem>
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</itemizedlist>
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<para>The modified OpenSSL code is included in the BIND 9.7.0
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release, in the form of a context diff against the latest OpenSSL.
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</para>
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<note>
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The latest OpenSSL version at the time of the BIND release
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is 0.9.8l.
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ISC will provide an updated patch as new versions of OpenSSL
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are released. The version number in the following examples
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is expected to change.</note>
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<para>
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Before building BIND 9 with PKCS #11 support, it will be
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necessary to build OpenSSL with this patch in place and inform
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it of the path to the HSM-specific PKCS #11 provider
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library.</para>
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<para>Obtain OpenSSL 0.9.8l:</para>
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<screen>
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$ <userinput>wget <ulink>http://www.openssl.org/source/openssl-0.9.8l.tar.gz</ulink></userinput>
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</screen>
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<para>Extract the tarball:</para>
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<screen>
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$ <userinput>tar zxf openssl-0.9.8l.tar.gz</userinput>
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</screen>
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<para>Apply the patch from the BIND 9 release:</para>
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<screen>
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$ <userinput>patch -p1 -d openssl-0.9.8l \
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< bind-9.7.0/bin/pkcs11/openssl-0.9.8l-patch</userinput>
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</screen>
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<note>(Note that the patch file may not be compatible with the
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"patch" utility on all operating systems. You may need to
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install GNU patch.)</note>
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<para>When building OpenSSL, place it in a non-standard
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location so that it does not interfere with OpenSSL libraries
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elsewhere on the system. In the following examples, we choose
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to install into "/opt/pkcs11/usr". We will use this location
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when we configure BIND 9.</para>
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<sect3>
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<!-- Example 1 -->
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<title>Building OpenSSL for the AEP Keyper on Linux</title>
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<para>The AEP Keyper is a highly secure key storage device,
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but does not provide hardware cryptographic acceleration. It
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can carry out cryptographic operations, but it is probably
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slower than your system's CPU. Therefore, we choose the
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'sign-only' flavor when building OpenSSL.</para>
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<para>The Keyper-specific PKCS #11 provider library is
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delivered with the Keyper software. In this example, we place
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it /opt/pkcs11/usr/lib:</para>
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<screen>
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$ <userinput>cp pkcs11.GCC4.0.2.so.4.05 /opt/pkcs11/usr/lib/libpkcs11.so</userinput>
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</screen>
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<para>This library is only available for Linux as a 32-bit
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binary. If we are compiling on a 64-bit Linux system, it is
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necessary to force a 32-bit build, by specifying -m32 in the
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build options.</para>
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<para>Finally, the Keyper library requires threads, so we
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must specify -pthread.</para>
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<screen>
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$ <userinput>cd openssl-0.9.8l</userinput>
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$ <userinput>./Configure linux-generic32 -m32 -pthread \
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--pk11-libname=/opt/pkcs11/usr/lib/libpkcs11.so \
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--pk11-flavor=sign-only \
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--prefix=/opt/pkcs11/usr</userinput>
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</screen>
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<para>After configuring, run "<command>make</command>"
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and "<command>make test</command>". If "<command>make
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test</command>" fails with "pthread_atfork() not found", you forgot to
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add the -pthread above.</para>
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</sect3>
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<sect3>
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<!-- Example 2 -->
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<title>Building OpenSSL for the SCA 6000 on Solaris</title>
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<para>The SCA-6000 PKCS #11 provider is installed as a system
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library, libpkcs11. It is a true crypto accelerator, up to 4
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times faster than any CPU, so the flavor shall be
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'crypto-accelerator'.</para>
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<para>In this example, we are building on Solaris x86 on an
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AMD64 system.</para>
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<screen>
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$ <userinput>cd openssl-0.9.8l</userinput>
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$ <userinput>./Configure solaris64-x86_64-cc \
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--pk11-libname=/usr/lib/64/libpkcs11.so \
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--pk11-flavor=crypto-accelerator \
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--prefix=/opt/pkcs11/usr</userinput>
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</screen>
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<para>(For a 32-bit build, use "solaris-x86-cc" and
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/usr/lib/libpkcs11.so.)</para>
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<para>After configuring, run
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<command>make</command> and
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<command>make test</command>.</para>
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<para>Once you have built OpenSSL, run
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"<command>apps/openssl engine pkcs11</command>" to confirm
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that PKCS #11 support was compiled in correctly. The output
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should be one of the following lines, depending on the flavor
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selected:</para>
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<screen>
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(pkcs11) PKCS #11 engine support (sign only)
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</screen>
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<para>Or:</para>
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<screen>
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(pkcs11) PKCS #11 engine support (crypto accelerator)
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</screen>
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<para>Next, run
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"<command>apps/openssl engine pkcs11 -t</command>". This will
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attempt to initialize the PKCS #11 engine. If it is able to
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do so successfully, it will report
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<quote><literal>[ available ]</literal></quote>.</para>
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<para>If the output is correct, run
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"<command>make install</command>" which will install the
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modified OpenSSL suite to
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<filename>/opt/pkcs11/usr</filename>.</para>
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</sect3>
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</sect2>
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<sect2>
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<title>Building BIND 9 with PKCS#11</title>
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<para>When building BIND 9, the location of the custom-built
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OpenSSL library must be specified via configure.</para>
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<sect3>
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<!-- Example 3 -->
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<title>Configuring BIND 9 for Linux</title>
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<para>To link with the PKCS #11 provider, threads must be
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enabled in the BIND 9 build.</para>
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<para>The PKCS #11 library for the AEP Keyper is currently
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only available as a 32-bit binary. If we are building on a
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64-bit host, we must force a 32-bit build by adding "-m32" to
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the CC options on the "configure" command line.</para>
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<screen>
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$ <userinput>cd ../bind-9.7.0</userinput>
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$ <userinput>./configure CC="gcc -m32" --enable-threads \
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--with-openssl=/opt/pkcs11/usr \
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--with-pkcs11=/opt/pkcs11/usr/lib/libpkcs11.so</userinput>
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</screen>
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</sect3>
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<sect3>
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<!-- Example 4 -->
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<title>Configuring BIND 9 for Solaris</title>
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<para>To link with the PKCS #11 provider, threads must be
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enabled in the BIND 9 build.</para>
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<screen>
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$ <userinput>cd ../bind-9.7.0</userinput>
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$ <userinput>./configure CC="cc -xarch=amd64" --enable-threads \
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--with-openssl=/opt/pkcs11/usr \
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--with-pkcs11=/usr/lib/64/libpkcs11.so</userinput>
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</screen>
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<para>(For a 32-bit build, omit CC="cc -xarch=amd64".)</para>
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<para>If configure complains about OpenSSL not working, you
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may have a 32/64-bit architecture mismatch. Or, you may have
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incorrectly specified the path to OpenSSL (it should be the
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same as the --prefix argument to the OpenSSL
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Configure).</para>
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</sect3>
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<para>After configuring, run
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"<command>make</command>",
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"<command>make test</command>" and
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"<command>make install</command>".</para>
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</sect2>
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<sect2>
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<title>PKCS #11 Tools</title>
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<para>BIND 9 includes a minimal set of tools to operate the
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HSM, including
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<command>pkcs11-keygen</command> to generate a new key pair
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within the HSM,
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<command>pkcs11-list</command> to list objects currently
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available, and
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<command>pkcs11-destroy</command> to remove objects.</para>
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<para>In UNIX/Linux builds, these tools are built only if BIND
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9 is configured with the --with-pkcs11 option. (NOTE: If
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--with-pkcs11 is set to "yes", rather than to the path of the
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PKCS #11 provider, then the tools will be built but the
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provider will be left undefined. Use the -m option or the
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PKCS11_PROVIDER environment variable to specify the path to the
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provider.)</para>
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</sect2>
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<sect2>
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<title>Using the HSM</title>
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<para>First, we must set up the runtime environment so the
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OpenSSL and PKCS #11 libraries can be loaded:</para>
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<screen>
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$ <userinput>export LD_LIBRARY_PATH=/opt/pkcs11/usr/lib:${LD_LIBRARY_PATH}</userinput>
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</screen>
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<para>When operating an AEP Keyper, it is also necessary to
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specify the location of the "machine" file, which stores
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information about the Keyper for use by PKCS #11 provider
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library. If the machine file is in
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<filename>/opt/Keyper/PKCS11Provider/machine</filename>,
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use:</para>
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<screen>
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$ <userinput>export KEYPER_LIBRARY_PATH=/opt/Keyper/PKCS11Provider</userinput>
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</screen>
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<!-- TODO: why not defined at compile time? -->
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<para>These environment variables must be set whenever running
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any tool that uses the HSM, including
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<command>pkcs11-keygen</command>,
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<command>pkcs11-list</command>,
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<command>pkcs11-destroy</command>,
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<command>dnssec-keyfromlabel</command>,
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<command>dnssec-signzone</command>,
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<command>dnssec-keygen</command>(which will use the HSM for
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random number generation), and
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<command>named</command>.</para>
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<para>We can now create and use keys in the HSM. In this case,
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we will create a 2048 bit key and give it the label
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"sample-ksk":</para>
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<screen>
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$ <userinput>pkcs11-keygen -b 2048 -l sample-ksk</userinput>
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</screen>
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<para>To confirm that the key exists:</para>
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<screen>
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$ <userinput>pkcs11-list</userinput>
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Enter PIN:
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object[0]: handle 2147483658 class 3 label[8] 'sample-ksk' id[0]
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object[1]: handle 2147483657 class 2 label[8] 'sample-ksk' id[0]
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</screen>
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<para>Before using this key to sign a zone, we must create a
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pair of BIND 9 key files. The "dnssec-keyfromlabel" utility
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does this. In this case, we will be using the HSM key
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"sample-ksk" as the key-signing key for "example.net":</para>
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<screen>
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$ <userinput>dnssec-keyfromlabel -l sample-ksk -f KSK example.net</userinput>
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</screen>
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<para>The resulting K*.key and K*.private files can now be used
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to sign the zone. Unlike normal K* files, which contain both
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public and private key data, these files will contain only the
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public key data, plus an identifier for the private key which
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remains stored within the HSM. The HSM handles signing with the
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private key.</para>
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<para>If you wish to generate a second key in the HSM for use
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as a zone-signing key, follow the same procedure above, using a
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different keylabel, a smaller key size, and omitting "-f KSK"
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from the dnssec-keyfromlabel arguments:</para>
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<screen>
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$ <userinput>pkcs11-keygen -b 1024 -l sample-zsk</userinput>
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$ <userinput>dnssec-keyfromlabel -l sample-zsk example.net</userinput>
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</screen>
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<para>Alternatively, you may prefer to generate a conventional
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on-disk key, using dnssec-keygen:</para>
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<screen>
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$ <userinput>dnssec-keygen example.net</userinput>
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</screen>
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<para>This provides less security than an HSM key, but since
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HSMs can be slow or cumbersome to use for security reasons, it
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may be more efficient to reserve HSM keys for use in the less
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frequent key-signing operation. The zone-signing key can be
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rolled more frequently, if you wish, to compensate for a
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reduction in key security.</para>
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<para>Now you can sign the zone. (Note: If not using the -S
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option to
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<command>dnssec-signzone</command>, it will be necessary to add
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the contents of both
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<filename>K*.key</filename> files to the zone master file before
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signing it.)</para>
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<screen>
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$ <userinput>dnssec-signzone -S example.net</userinput>
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Enter PIN:
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Verifying the zone using the following algorithms:
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NSEC3RSASHA1.
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Zone signing complete:
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Algorithm: NSEC3RSASHA1: ZSKs: 1, KSKs: 1 active, 0 revoked, 0 stand-by
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example.net.signed
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</screen>
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</sect2>
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<sect2>
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<title>Specifying the engine on the command line</title>
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<para>The OpenSSL engine can be specified in
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<command>named</command> and all of the BIND
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<command>dnssec-*</command> tools by using the "-E
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<engine>" command line option. If BIND 9 is built with
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the --with-pkcs11 option, this option defaults to "pkcs11".
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Specifying the engine will generally not be necessary unless
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for some reason you wish to use a different OpenSSL
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engine.</para>
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<para>If you wish to disable use of the "pkcs11" engine —
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for troubleshooting purposes, or because the HSM is unavailable
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— set the engine to the empty string. For example:</para>
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<screen>
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$ <userinput>dnssec-signzone -E '' -S example.net</userinput>
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</screen>
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<para>This causes
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<command>dnssec-signzone</command> to run as if it were compiled
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without the --with-pkcs11 option.</para>
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</sect2>
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<sect2>
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<title>Running named with automatic zone re-signing</title>
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<para>If you want
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<command>named</command> to dynamically re-sign zones using HSM
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keys, and/or to to sign new records inserted via nsupdate, then
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named must have access to the HSM PIN. This can be accomplished
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by placing the PIN into the openssl.cnf file (in the above
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examples,
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<filename>/opt/pkcs11/usr/ssl/openssl.cnf</filename>).</para>
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<para>The location of the openssl.cnf file can be overridden by
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setting the OPENSSL_CONF environment variable before running
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named.</para>
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<para>Sample openssl.cnf:</para>
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<programlisting>
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openssl_conf = openssl_def
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[ openssl_def ]
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engines = engine_section
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[ engine_section ]
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pkcs11 = pkcs11_section
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[ pkcs11_section ]
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PIN = <replaceable><PLACE PIN HERE></replaceable>
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</programlisting>
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<para>This will also allow the dnssec-* tools to access the HSM
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without PIN entry. (The pkcs11-* tools access the HSM directly,
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not via OpenSSL, so a PIN will still be required to use
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them.)</para>
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<!--
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If the PIN is not known, I believe the first time named needs the
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PIN to open a key, it'll ask you to type in the PIN, which will be
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a problem because it probably won't be running on a terminal
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-->
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<warning>
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<para>Placing the HSM's PIN in a text file in
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this manner may reduce the security advantage of using an
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HSM. Be sure this is what you want to do before configuring
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OpenSSL in this way.</para>
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</warning>
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</sect2>
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<!-- TODO: what is alternative then for named dynamic re-signing? -->
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<!-- TODO: what happens if PIN is not known? named will log about it? -->
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</sect1>
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