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ARCHITECTURE.md

File metadata and controls

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Foreword

This describes the implementation of an infinitely scalable storage with retainable performance. The main aspect of scaling a file storage infinitely is detaching it from storage itself and handle the aspect of distributing.

There are certain challenges to solve, which are efficient file operations, with and without encryption.

The distribution platform

The concept is quite simple, we separate metadata from storage. Our service only is capable of talking to s3 servers (and eventually other protocols) and storing metadata to its own database. The database itself is kept scalable by choosing a proper model to run a db. If the expected scale is truly infinite a good target is cockroachdb. If the expected scale is in a lower boundary, a 1-3TB RAM postgres instance or KV service would probably do well as well.

Our service does the following things upon storing data:

  • It receives the upload stream and directly streams it to the s3

This is important to check and enforce policies and requirements around uploaded files and also to get corruption checkups in place. This aspect is scalable, but more or less compute expensive.

  • It creates stores and file references in its metadata db
  • It creates a file uuid for the object on the target s3 instead of using the real name
  • It provides RBAC permission capabilities on store and file level
  • It issues temporary file accesses (a few seconds) on the s3 upon a download request
  • It stores encryption metadata
  • It handles lifecycle events (deleting, moving, copying)
  • It handles locking mechanisms
  • It handles authentication

What it can not do:

  • Search efficiently for content inside of files (this might be possible to mitigate if no encryption is involved)
  • Edit files without completely reuploading them (unless a non object store implementation would exist)

Data structure

The data structure consists out of a storage reference, files and a directory listing. The storage reference contains either one or many files. They can enforce certain things on the files it contains (may be separated into policies instead though), but may also just contain only a single file. A file is referencing one container and actually references a file stored on some storage location specified either in the global store or the storage reference. Last but not least the directory listing lists a hirarchical structure. The directory listing itself only contains directories, files reference their actual storage directory and can be found in the file metadata table.

Encryption

To secure files an operator may want to encrypt all their data. To make this as secure as possible, every file has its own encryption key. This encryption key gets stored optionally once encrypted for the service itself, or in an e2e mode encrypted for every individual user.

A user based encryption works the following way: The key is exposed to the user who encrypts the same in their own end. The encryption is done with the users password and a backend provided encryption salt. The backend never gets to know the users password itself. The hashing is also not the same as the one used for authentication.

The backend now simply saves the encrypted payload for the user. The user can request this payload by successfully authenticating theirself.

Integration

This services may be used by other services which integrate with it. Certain aspects require this services to do certain things to avoid breaking with the system.

The integrating system may not use the same hashing procedure to authenticate its users, as used by the encryption.

Efficient encryption operations

To ensure that encryption can operate in the most efficient manner possible there should be multiple models. A server side encryption (which we will not focus on at all in the initial implementation) and the client side encryption.

Server side some things are easier to solve, since the backend takes care of encrypting and decrypting things, so it is pretty straightfoward. If we however want to detach the backend from the duty of downloading data, the client must be capable of decrypting data individually.

Efficient client side operations

To make this things efficient, a copy operation should not need to download an asset and reencrypt + reupload it. Instead the file reference should be duplicated and the decryption key should be encrypted for the new user individually.

This way a file copy operation is not incurring any load at all. File move operations should be also purely metadata based unless the goal is to move the file to a different filer location.

The drawbacks

This however opens new attack vectors:

  • Keys are exposed to the user

To mitigate the risk access to files is restricted by issuing only short lived file requests. Short means a matter of seconds. This means upon querying a file for download, the service will tell the client the download url, which can only be accessed to start the download for a few seconds. A download that is running will continue, but the url becomes useless. This comes from the believe that if you granted a user access to a file, the file should be considered compromised already anyway in that regard. So exposing the file is equal to exposing its encryption key. The second mitigation is to use an individual key for every single file.

  • Keys are eventually retrievable on a leaked database

When the databases gets hacked for whatever reason, then an attacker can try to recover the encryption keys. With every user having their individual encrypted instance of the file encryption key, the risk increases of a poorly protected one, since they are protected with passwords. To mitigate this we split the encryption key in two parts. One part we store encrypted with the systems pepper. Additionally the db should enable encryption at rest. This way when a database got leaked, but not the configuration of the running service was leaked, all the encryption secrets remain safe. If an attacker gets knowledge of both, security degrades to the weakest link (user password). Additionally we store a second layer encryption inside the file based encrypted password part. This way the users password becomes mostly irrelevant to security.

Additionally we will offer a certificate based login and encryption system with enforcing policies for systems that require to get even higher security standards.

Security enhancements

The beforementioned passwords to the encryptionKeys are actually secured by asymmetric encryption. What is being decrypted by the users password, is their own private key. The same is true for the system portion of the encryption. The pepper of the system decrypts the systems private key.

The way a user actually encrypts a file is by generating a unique encryption key phrase and splitting it in half. One half it encrypts with its own private key, the other half with the systems public key. The next step is that it transfers these to the system to store them.

We can enhance the total system security by actually separating the storage of the keys split from the main service. We will skip this step in the beginning as our system already will be more secure than the other systems out there. However this is on the horizon to be introduced and migration of those keys is a rather easy process.

Versioning

Versioning can be easily supported but wont be part of the first standard implementation.