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Windows 7 : Developing Applications with Enhanced Security - CONSIDERING MODERN APPLICATION SECURITY REQUIREMENTS (part 1)

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1. Using Traditional NT Security

You can't access the root directory for direct file manipulation any longer (unless you pull some interesting tricks). Applications must create subdirectories now, which are easier to control from a security perspective. Most applications created today don't even fully implement this basic level of security. It's important that you give users only the rights they actually need. When users only have to read files, then giving them write rights is a security violation, even if it does make writing your application easier.

2. Using New NT Security Features

Many applications fail to work on Windows 7 because they don't implement new NT security features. For example, applications commonly place files in the \Windows or \Windows\System32 directories, even when they don't need to do so. Always verify that the user has rights to directories other than those in the user's own \Users\ UserName directory. In addition, use the \Users\ UserName directory whenever possible to store user files.

Rely on shared folders next. Only use system directories when absolutely required (which is almost never with the Windows 7 setup). Rather than store application-wide information in the \Program Files\ ApplicationName directory, store it in the \Users\All Users\ ApplicationName directory. When using the \Users\All Users\ ApplicationName directory, you must set security appropriate for your application because the security inherited from the \Users\All Users won't actually allow the user to do anything. This added security ensures that users can access application-wide data but can't create anything in the \Users\All Users directory itself.

For years now, developers have abused common storage areas such as the registry. Using the registry presents many problems, not the least of which is that the registry is hard to back up and prone to failure at the worst possible times. It's far better to use the \Users\ Username \AppData\Roaming directory to store individual application settings as serialized XML. You can also store serialized XML settings in the \Users\All Users\ ApplicationName directory as needed.

NOTE

XML serialization is a powerful data storage technique that's incredibly easy to implement, flexible, and less prone to errors than many other ways of storing data. In addition, it's easy to store both group and individual settings using XML serialization in a way that makes it less likely the group or individuals will lose their settings. You can read more about this technique at http://www.devsource.com/c/a/Techniques/XML-Serialization-Better-than-the-Registry/.

It's important to remember that the User Account Control (UAC) severely limits the acquisition of certain information. For example, the UAC specifically limits the amount of information you can obtain from Windows Management Instrumentation (WMI). If your application counts on the availability of certain types of restricted WMI information, your application could fail, despite not having any issue that your debugger can easily detect. Look for these sorts of issues as you debug applications that suddenly stop working on Windows 7 (see http://msdn.microsoft.com/library/aa826699.aspx for details). On the other hand, Windows 7 also provides access to a number of new WMI features, as described at http://msdn.microsoft.com/library/aa394053.aspx.

3. Working with Zones

The concept of security zones originated with Internet Explorer, and you can still see this concept at work in the Internet Options applet shown in Figure 1. In this case, selecting a particular zone for an Internet location changes the security for that site. Likewise, you can change the zone in which an application is operating to modify the privileges that the application (and by extension the user) enjoys. Zone-based security makes sense because you can preconfigure several scenarios and then select the scenario that matches the user's current location. For example, you can use one zone when the user works in a coffee shop and another when the user is at the office. The concept of a zone is also relatively easy to understand, so explaining the different security setups to end users is easier.

Figure 1. The use of zones makes it easy to change application functionality to match a situation.

Modern software requires the use of zones. You can't be sure where a user is going to work. Users often work at a coffee shop, the library, the beach, or other unsecure locations. The .NET Framework currently recognizes six zones (in order of trustworthiness).

  • MyComputer: This is the local computer. The code isn't accessing anything outside the local computer, so it receives the highest trust level.

  • LocalIntranet: This is the local network. The code is using a local server or other source for data and code. Because the risk of contamination is slightly higher, the code receives fewer permissions to perform tasks automatically.

  • Trusted: This is an override zone that enables the developer to create a special configuration for trusted locations outside the local computer. Use this zone with care because it can cause untold woe when the code performs tasks that end up infecting the local computer, damaging data, or compromising the system in other ways.

  • Internet: This is the external network. The Internet zone can include the actual Internet or simply locations outside the local network. You use the Internet zone to strictly control access to data and code, but not to cut it off completely.

  • Untrusted: This is an external location that the code must access, but that you don't trust. The code can still execute, but with significant restrictions. In some cases, the code may not actually execute because it can't access most local resources. You use this zone when you must access something externally, but you can't validate the external access to meet company standards.

  • NoZone: The default state of all .NET code that doesn't specify a zone. If you don't specify a zone, the code can do anything anywhere. In short, you should never use this zone.

    Zones are part of Code Access Security (CAS). In fact, they form part of the evidence you receive about an assembly, and you can use this information to determine how to react to the code. Code can come from anywhere today, so knowing the code's origin and security features is important. You might normally execute a piece of code when it comes from the local drive, but not execute precisely the same piece of code when it originates on the Internet. Here's a listing of the evidence presented as part of CAS for an assembly:

  • Application directory: The location of the code. You might decide that a local assembly is acceptable, but an assembly originating on a network drive isn't.

  • Hash: The cryptographic hash used to encrypt the assembly. Some hashes are easy to compromise, while others aren't.

  • Publisher: This is the signature of the publisher who created the assembly. You may decide that you'll accept assemblies signed by ABC Corporation but not those signed by XYZ Company.

  • Site: The domain of origin for the code. For example, this evidence might be www.abc_corporation.com. You won't see both a site and an application directory presented as evidence.

  • Strong name: The signed name of the assembly. This is the full identifier for the assembly and includes the public key used to sign the assembly, version number, and simple assembly name (among other items).

  • URL: The actual download location for the code. In most cases, you'll see the site and URL used together. For example, this entry might be http://www.abc_corporation.com/mydownload/simplestuff.dll.

  • Zone: The zone of origin for the code. For example, if the application obtains the code from the Internet, you'll see Internet in this category.

4. Adding Security Roles

Role-Based Security (RBS) is the counterpart to CAS. While CAS strives to control security by controlling the tasks that code can perform (regardless of what the user can do), RBS places the user in a specific role to control what the application presents as functionality. A user can have several roles, depending on need, location, and task. For example, a user can easily be in the manager role when creating new accounts, but the standard user role when adding data to a database. The idea is to control what the user does based on the user's specific need. A user can also fill the roles of local user and remote user based on location. When the user works from a coffee shop, the application can place the user in the remote user role to help prevent possible data corruption. In addition, the remote user role may help prevent an outsider from eavesdropping on sensitive information. In short, RBS controls the user, while CAS controls the code. This two-pronged approach provides considerable flexibility.

RBS roles are completely free-form. You can create as many roles as needed to define an application completely (unlike zones, where the zones are predefined). The methods used to manage RBS appear in the Principal and PrincipalPermission classes. You use methods such as IsInRole() to determine the current user's role and configure the application appropriately. It's also possible to use RBS in several ways:

  • Imperative security: As part of an in-code Demand()

  • Declarative security: As part of an attribute-based Demand()

  • Directly: Using code to examine the evidence presented by the Principal object

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