homepage-data/Technology
2017-09-17 10:00:44 -04:00

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title: Technology
author: someone
abstract: some abstract
---
We develop digital infrastructure with a minimal footprint. Where other approaches
try to patch general purpose operating systems by adding more layers of indirection,
we strive to build a secure system from the ground up.
Each piece of digital infrastructure or service is written in a high-level
memory-safe programming language and tailored to only contain the
required functionality at compilation time. This reduces the attack vectors
and the attack surface.
The resulting service is executed as a virtual machine on a modern hypervisor.
Its size is usually around 1-10 MB, much smaller than a UNIX / Linux system, and boots within milliseconds.
## MirageOS - bespoke operating systems
Our work is based on MirageOS, a suite to build operating systems. It has been developed
since 2009 at University of Cambridge, UK and is written in the programming language
OCaml (see [Why OCaml](#Why-OCaml)).
Most libraries are developed as open source (MIT/ISC/BSD2/Apache2).
MirageOS is a library operating system. It composes OCaml libraries into a
bespoke operating system, called a unikernel. A unikernel can be a compiled as a
UNIX binary, or a standalone virtual machine image. To build the right
unikernel for your custom business logic, we can pick from hundreds of libraries which
implement network protocols, storage on block devices, or interfaces to network devices
via the hypervisor.
On top of the hypervisor, a small layer of C code unifies
the interface on which OCaml runs.
OCaml is a functional programming language that minimizes side effects and mutable state.
Its functional programming concepts give us a list of security advantages for MirageOS.
## Running unikernel, system security
Aside from automated memory management to avoid memory corruption, and type checking to avoid many common
programming errors, the major advantage of functional programming is localized reasoning about program code.
All inputs, outputs and effects of a function are known.
Immutable datastructures and cooperative multitasking allow us to reason about the state of the entire system,
even if we use parallelism and complex distributed systems.
### Simple config management model with localized reasoning
There are three ways to feed a virtual machine with configuration data, such as
network configuration or TLS certificate and key.
- Compile the information into the virtual machine image, which requires
recompilation on configuration change.
- Pass the information as boot parameters, which requires reboot on
configuration change.
- Store this information in a virtual block device which is attached to the
virtual machine.
For example, logs can be written from the unikernel to a syslog collector with UDP, TCP, or TLS as
transport. The transport needs to be chosen at compile time because TLS
requires the TLS library to be linked into the kernel image, but the log destination is passed
as boot parameter.
### Simple concurrency model with localized reasoning
MirageOS is an event based operating system with asynchronous tasks. A task
yields the CPU once its execution is finished, or if it has to wait for IO.
This concurrency model leads to a cooperative multitasking programming style,
rather than the error prone preemptive multitasking, where each code block needs
to make sure to use appropriate locking strategies to avoid reentrant execution errors.
A recent example for code which is not safe under reentrant execution
[in Ethereum](http://hackingdistributed.com/2016/06/18/analysis-of-the-dao-exploit/)
lead to a huge amount of ether being transferred.
Established software like the [Firefox JavaScript engine](http://www.nist.org/news.php?extend.175),
or [PHP](https://bugs.php.net/bug.php?id=74308) shows similar problems on a regular basis.
### Simple process memory model with localized reasoning
The virtual memory subsystem in contemporary operating systems provides an
address mapping for each process. Since a unikernel is only a single service, it
uses a single address space, avoiding the need for complex address mapping code
altogether.
An example for corrupting the page table is [Xen's XSA-182](http://xenbits.xen.org/xsa/advisory-182.html).
### Simple library model with localized reasoning
A MirageOS unikernel is much smaller than a comparable UNIX
virtual machine. By avoiding superfluous code we decrease the attack surface
immensly.
Consider the breakdown of the code of the example system [Bitcoin Piñata](/Projects/Pinata) compared
to a virtual machine using Linux and OpenSSL, measured in thousands of lines of code:
<table>
<tr><th></th><th>Linux</th><th>MirageOS</th></tr>
<tr><td>Kernel</td><td>1600</td><td>48</td></tr>
<tr><td>Runtime</td><td>689</td><td>25</td></tr>
<tr><td>Crypto</td><td>230</td><td>23</td></tr>
<tr><td>TLS</td><td>41</td><td>6</td></tr>
<tr><td>Total</td><td>2560</td><td>102</td></tr>
</table>
### Secure updates
If a security flaw is discovered in a library, and there is a security update,
all unikernels depending on this library need to be updated as well.
This can be done with the [OCaml package manager](https://opam.ocaml.org).
It resolves dependencies and lets [authors sign their releases](https://github.com/hannesm/conex),
so there is no need for a central package repository server.
Central repository servers are known targets for attackers and have been breached in the past, amongst them
the [Linux kernel](https://lwn.net/Articles/57135/), [FreeBSD
infrastructure](https://www.freebsd.org/news/2012-compromise.html),
[Debian](https://www.debian.org/News/2003/20031202) and
[PHP](http://php.net/archive/2013.php#id2013-10-24-2).
## Why OCaml
### Functional programming style
As discussed in the system security paragraph, many security advantages of MirageOS are
based on the choice of a programming language in which problems can be solved in a functional style.
This style allows us to reason about the possible states of a system.
### Performance
OCaml code compiles to native code, which is
as performant as compiled C++ code. As
an example, our [TLS library](https://usenix15.nqsb.io) has up to 85% of the bulk throughput of OpenSSL (using
AES128-CBC). The TLS handshake performance is comparable with OpenSSL.
### Dependency management
MirageOS leverages OCaml's module system to adapt the unikernel to the compilation target.
Each operating system service in MirageOS is a module, for example the console, the
network stack, the random number generator.
Each of the services has multiple implementations that are chosen based on the target.
On UNIX, the sockets API of the host is used as networking stack. On a
unikernel, the TCP/IP stack natively implemented in OCaml is being used.
A MirageOS developer does not need to reason about compilation targets, just about the
module interface.
### Verification
A large subset of the OCaml semantics has been
[mechanically proven sound](http://www.cl.cam.ac.uk/~so294/ocaml/) in a theorem prover.
OCaml is the implementation language of the well-known proof assistant
[Coq](https://coq.inria.fr). Development in Coq can be extracted to OCaml code,
as demonstrated by [compcert](http://compcert.inria.fr/), a formally verified
optimizing C compiler, in order to be compiled and executed. The other
direction is also possible: OCaml code can be translated into Coq definitions
(using [Coq of OCaml](https://github.com/clarus/coq-of-ocaml/)).
The National Cybersecurity Agency of France reviewed the implementation of the
OCaml runtime system, [their
report](http://www.ssi.gouv.fr/agence/publication/lafosec-securite-et-langages-fonctionnels/)
prompted some language modifications, such as that strings are no longer mutable.
### Modern dialects and compile targets
OCaml is a mature programming language that is used both in
industry (Facebook, Jane Street Capital, Docker, ahrefs,
simcorp, lexifi) and academia.
The OCaml compiler generates native code for x86, arm, etc., and has a bytecode
backend, which can target microcontrollers (PIC18 family in the [OcaPIC project](http://www.algo-prog.info/ocapic/web/?id=OCAPIC:OCAPIC)).
OCaml can also be compiled to JavaScript, so both client
and server side of a web application can be developed in the same language with shared interface code (more details at the [ocsigen project](http://ocsigen.org/)).
In 2016, Facebook developed [reason](https://reasonml.github.io/), a dialect of
OCaml which syntax is closer to JavaScript, and easier to comprehend for
beginners. Reason and OCaml code can be easily combined into a single
application, since they use the same compiler.
More literature on why OCaml is a good choice has been
written by Yaron Minsky (Jane Street) in the article [OCaml for the masses](http://queue.acm.org/detail.cfm?id=2038036), and more recently by the crypto-ledger [tezos](https://www.tezos.com/static/papers/position_paper.pdf).