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Re: Comments to SCVP ID 17



Wen-Cheng Wang wrote:
5. After reading SCVP 17, I finally understand the
   purpose of name validation algorithm. Before SCVP 17,
   I always thought it is used to specify the name
   matching rule (binary matching or X.500 name matching)
   during certificate chaining. Now I understand that it
   is use to specify the request for checking subject
   name of the "target certificate". If it is so, I think
   it is unreasonalbe to say:
 
     "The name validation is a refinement of the basic
      validation algorithm"
 
   The basic validation algorithm is an algorithm
   specifying conditions and rules for validating
   the whole certification path. In terms of RFC 3379,
   the basic validation algorithm specifies
   "certification path requirements". On th contrary,
   the name validation algorithm only specifies the
   request for checking subject name of the "target
   certificate". In terms of RFC 3379, the so-called
   name validation algorithm is simply one of the
   "end-entity certificate specific requirements".
   (Now I prefer to call them "target certificate
    specific requirements".)
   It is much like "keyUsages" and "extendedKeyUsages"
   checks, which are also "target certificate
   specific requirements". To make the protocol
   more resonable and aligned with RFC 3379, I
   suggest to take "name validation algorithm" out
   of section 3.2.4.2 and group it with "keyUsages"
   and "extendedKeyUsages", because they all belong
   to the category of "target certificate specific
   requirements".
I believe that there is still a misunderstanding.  The name validation algorithm does not *only* specify checking the subject name in the end (or target) certificate.  When the name validation algorithm is specified, the server MUST perform all of the checks required by the Basic Validation Algorithm *in addition to* checking the subject name in the end (target) certificate.  That is why the name validation algorithm is referred to as a refinement of the basic validation algorithm.  As is stated in section 3.2.4.2.1 (Basic Validation Algorithm): "That is, none of the validation requirements in the basic algorithm may be omitted from any newly defined validation algorithms."
Believe me, I understand the refinement relationship. I simply feel that
it is odd to say a "name validation algorithm" is a refinement of a path
validation algorithm. I believe that most people will not associate
path validation with the term "name validation". Maybe you should name
it "the basic validation algorithm with name checking".
I am hesitant to change the name of the algorithm, since this would seem to require making changes to the ASN.1.  However, we can certainly re-word the first sentence of section 3.2.4.2.3 to remove the word "refinement".


While name validation could have been implemented in a similar manner to the verification of keyUsage and extendedKeyUsage, specifying name validation as a different validation algorithm works just as well.  Changing the ASN.1 to group name checking with keyUsages and extendedKeyUsages would simply be a styistic change that would have no real effect on the protocol.  While Tim and I made changes to the ASN.1 to clean up the tagging since so many people insisted that they wanted the change, we really need to get this document finished, and so I think we should try to avoid making changes to the protocol that are unnecessary.
I still believe that it is better to group "name checking", "key usage checking"
and "extended key usage checking" into the category of "end/target certificate
requirements". This is not a simply a stylistic change. It is a matter of logicalness
of the protocol design. However, if we are really running out of time, I can live
with "the basic validation algorithm with name validation".
OK.  I believe that it is very important that we get this document finished.  The -00 draft of SCVP was announced on June 28, 1999 and I know several people who are anxious to see this document completed.  We could argue forever about the best way to format the request, but the changes that you propose would have no effect on the information that the client could send to the server or that the server could return to the client.  It would just shuffle the bits.
6. The current text of SCVP 17 tries to define a
   "global" default validation policy and tries to
   enforce all implementation to support that default
   validation policy. This notion of "default validation
   policy" does not align with the general understanding
   of "default validation policy".
  
   The default validation policy defined in SCVP 17 is
   actually simply a "basic" validation policy which
   adopts the basic path validation algorithm defined
   in RFC 3280, it is odd to specify it as the "global"
   default validation policy. The general understanding
   of "default validation policy" is the default one
   among the organizational validation policies.
   
   I suggest to change term "default validation policy"
   to "basic validation policy" to avoid confussion.
   With this distinction of the notion of "default
   validation policy" and the notion of the predefined
   "basic validation policy, we can clearly say that
 
     The SCVP server can define multiple vlidation
     policies and nominate one as its default
     policy. If the client does not select a
     validation policy in its request, the server
     will use the default validation policy.
 
     The SCVP server MAY list the "basic validation
     policy" defined in this specification as one
     of its supported validation policies. The SCVP
     server MAY select the "basic validation
     policy" as its default policy.
 
   Please note that I also suggest that the
   "validationPolicy" field in the "Query" data type
   should be changed to be an optional field. This
   allow the client to ommit the selection of
   the validation policy in its request and simply
   let the server use its default policy.
The "default validation policy" really is the default validation policy for the organiztion; it is not a "global" validation policy.

Section 3.2.4.1.1 states that the default validation policy MUST use the basic validation algorithm as its default validation algorithm, but each individual SCVP server is free to set the default values for all other parameters (e.g., trust anchors) of the validation policy as it wishes.  The server specifies the default parameter values that it uses in its default validation policy in its validation policy response (in the defaultPolicyValues item).
Basically, I agree that the validation algorithm adopt by the server MUST be based
on the basic path validation algorithm defined by RFC 3280 or its descendant, but
it is not necessary to force every organization to accept that "basic path validation
algorithm" as the alogorithm of their organizational default validation policy. What
if the organization want to adopt an extended/refined version of  path validation
algorithm in their organizational default validation policy? To allow organizations
to define their own organizational default validation policy, I still think it is better to
name the validation policy defined by the SCVP spec as "basic validation policy".
It is analogy to that RFC 3280 named its path validation algorithm as "basic path
validation algorithm" (not "default validation algorithm").
 
The point is that SCVP should give freedom to organizations to define their own
organizational default validation policy. Nevertheless, SCVP could ask organization
to adopt PKIX-compliant validation algorithm no mater if they define their own
organizational default validation policy.
 
I understand that it is good if SCVP defines a validat policy and its OID for the
convenience of organization unwilling/unable to define their own validat policy/OID.
However, it should not be "the default validation policy". It should simply be "a basic
validation policy".
I would not agree to changing the name from "default validation policy" to "basic validation policy" since SCVP does not define the policy.  This is not the same as the "basic validation algorithm", since the "basic validation algorithm" is an actual algorithm.  That is, it is fully defined in SCVP.  SCVP has assigned an OID for the "default validation policy" but leaves it to each organization to define the validation policy that corresponds to that OID.  The only aspect of the "default validation policy" that SCVP defines is the "default validation algorithm".

I would have no objection to removing the requirement that the "default validation policy" MUST use the "basic validation algorithm" as its default algorithm, but I'd need some evidence that this change would satisfy working group consensus.  I also think there would still need to be some restrictions imposed.  For example, it would make no sense to use the "name validation algorithm" as a default validation algorithm since the "name validation algorithm" requires a query-specific parameter.  Since the client would need to include the validation algorithm in its request in order to specify the algorithm parameter (the subject name(s) to look for), the "name validation algorithm" would not make an appropriate default.  A default validation algorithm for a validation policy should either be one that does not have any parameters or only has parameters for which reasonable default values can be defined.  The "basic validation algorithm" satisfies this.  I would guess that a "proxy certificate validation algorithm" might satisfy this requirement as well, but it seems very unlikely that one would want to use that as part of an organizational default validation policy.


So, if a client wants to use the organizational default validation policy, it simply specifies the OID for the default validation policy.  Rather than make the validationPolicy field OPTIONAL, the editors chose to define an OID for the default validation policy.  The effect is the same, it is just a slightly different encoding.  This was done before I became involved with SCVP, but it may have been done in order to make it possible for the server to reject requests that specify the default policy OID (the server can simply not list that OID in the validationPolices item of its validation policy response.
I know that this is the way SCVP letting organizations overwrite the globally
defined "default validation policy". However, in the situation where an organization
only supports one validation policy and naturally uses that validation policy as its
default organizational validation policy, isn't it superfluous to request all its clients
to specify the organizational validation policy OID? In such situation, clients usually
want to omit the validation polict item in their request and let the server use its
default policy. With current syntax, it is impossible to do that.
Yes.  As written, the client would need to include the validationPolicy item with validationPolRef specifying the default validation policy OID and with all other fields of the validationPolicy absent.  While this does add a few bits to the request over making this validation policy the default in an ASN.1 encoding sense, it doesn't actually make things more difficult for the organization since these are just implementation details that would be hidden from the organization.

I also asked one of the other editors about this and was told that this issue was debated and that a decision was made to require the request to explicitly specify the validation policy it wanted the server to use.  So, I don't think this is something that I could change without evidence that there is a working group consensus in favor of the change.  Without that, I have to assume that the consensus is in favor of the current ASN.1.

7. The title of section 1.3 is "validation Policies", but
   in the middle of that section it mentions:
 
     "The inputs to the basic certification path processing
      algorithm used by SCVP are defined by [PKIX-1] in
      section 6.1.1 and comprise:
    
        Certificate to be validated (by value or by reference);
    
        Validation time;
    
        Set of Trust Anchors (by value or by reference);
    
        The initial policy set;
    
        Initial inhibit policy mapping setting;
    
        Initial inhibit anyPolicy setting; and
    
        Initial require explicit policy setting."
 
   Isn't it be odd to define inputs to "validation
   algorithm" in a section titled "validation
   policies"?
 
   It reveals that even the authors of SCVP have no
   good distinction between the notion of "validation
   policy" and the notion of "validation algorithm",
   no to say an implementator who try to implement SCVP.
 
   Even several reviewers (for example Denis and I)
   clearly express that the notion of "validation algorithm"
   is redundant to the notion of "validation policy"
   and can be removed, how strange it is that the
   authors always to reject the suggestions.
 
   Now, even with SCVP 17 which authors says "the text
   for validation policies, validation algoriothms and
   name validation algorithms has all been revised for
   clarity, the distinction still vague.
 
   I sugest to remove the notion of "validation
   algorithm" from SCVP, and change the text to:
 
     "The certification path specific parameters to the
      basic validation policy defined by this specification
      are defined by [PKIX-1] in its section 6.1.1 and
      comprise:
    
        Certificate to be validated (by value or by reference);
    
        Validation time;
    
        Set of Trust Anchors (by value or by reference);
    
        The initial policy set;
    
        Initial inhibit policy mapping setting;
    
        Initial inhibit anyPolicy setting; and
    
        Initial require explicit policy setting."
I still believe that it is useful to have both a validation policy and a validation algorithm.  You suggest that it is odd for the validation policy to specify the inputs to the validation algorithm, but I disagree.  The basic validation algorithm, for example, is simply an algorithm.  It specifies the rules for creating a set of outputs from a set of inputs.  The validation algorithm does not, however, specify the *values* for the inputs.  The validation policy specifies not only what algorithm should be used to determine whether the certificate is valid, but also the *values* for the inputs to the algorithm (e.g., trust anchors, user initial policy set, etc.).

If the validation algorithm were removed as a parameter then it would not be possible to specify the use of an algorithm other than the basic validation algorithm for determining whether a certificate were valid given the other inputs specified by the policy.

At the moment, there are only two validation algorithms defined for use with SCVP and as you stated, subject name checking could have been implemented with defining a new validation algorithm.  However, including the validation algorithm as a parameter of the validation policy allows for other validation algorithms to be specified in the future.  For example, someone could define a validation algorithm that verifies whether a certificate is a valid proxy certificate according to RFC 3820.  This proxy certificate algorithm could either be used as the default validation algorithm for a validation policy or it use could be specified by the client in the request.  So, a client could, for example, specify the use of the default validation policy, but with the proxy certificate validation algorithm.  The result would be that the organizational default values would be used for the inputs (trusts anchors, user intial policy set, etc.), but the certificate(s) would be validated as a proxy certificate (RFC 3820) rather than being validated using the normal validation algorithm (RFC 3280).
The question is what is the relationship between "validation policy" and
"validation algorithm"? Will it be normally one-to-one relationship or
one-to-many relationship? By one-to-one relationship, I mean one validation
policy can only support one validation algorithm. By one-to-many relationship,
I mean one validation policy can support multiple validation algorithms.
In one-to-many relationship, a client might need to select one of the multiple
validation algorithms supported by the validation policy it specifies in the request.
In one-to-one relationship, since the validation policy implies the validation
algorithm, it is superfluous to ask the client to specify both of them.
 
I believe that it is easier to adopt one-to-one relationship model, let one
validation policy imply a validation algorithm, and remove the validation
algorithm item from the syntax. With one-to-one relationship model, if
an organization want to support multiple validation algorithm, they can
define multiple validation policies and let each imply one validation algorithm
respectively.
 
The point is a validation policy can imply a validation algorithm, and therefore
the notion of validation algorithm can be removed from SCVP.
I do not understand the objection.  A validation policy MUST specify a default validation algorithm.  So, if there is a one-to-one relationship between policies and algorithms, the client would NEVER have to specify the validation algorithm.

As the document is currently written, an SCVP server could mandate a one-to-one relationship between policies and algorithms.  If the server supported multiple algorithms, it could define multiple policies with each specifying a different default validation algorithm.  The server could also reject any requests that specified a non-default validation algorithm.  Removing validationAlg from the validationPolicy item would simply force this one-to-one relationship on all SCVP servers.  Since the inclusion of validationAlg as an optional parameter of the validationPolicy does not preclude SCVP servers from having a one-to-one relationship between policies and algorithms, I don't see any benefit to preventing others from implementing a one-to-many relationship if they choose to do so.
9. I give the following comment before but get no response,
   so here I raise it again.
 
   There are situations where the certificate-using
   applications need to check whether a certificate
   was valid during a period of time, not only validate
   it with respect to a specific moment. For example,
   an application verifying an archived long-term
   signature might need to check whether a certificate
   was valid during a period of time in which the
   signature was generated. Therefore, I suggest to
   extend the structure of the "validationTime" field
   of the "Query" data type to support this. A CHOICE
   between a moment and a period of time is sufficient.

I have not been involved with SCVP for very long, but I have not heard this one before and it is not clear why it is needed.  If you specify a validationTime equal to "end" (as defined in your ASN.1 below) and the response is that the certificate is not valid, then it was not valid.  If the certificate was valid at time "end", then there must be a valid certification path in which all of the certificates were valid at time "end".  If the certificates were valid at time "end", then they could not have been revoked before time "end".  So, the only way the certification path could have been invalid at any point between "start" and "end" is if "start" preceded the notBefore time in any of the certificates in the certification path.  If this is a concern, you could send a second query with a validationTime of "start".  If the server reports that the certificate is valid at both "start" and "end", then it seems that one can safely conclude that the certificate was valid during the entire interval.
The current SCVP syntax and semantics only support validating certificates against
a retrospective moment. Please not that it is not the same to say "a certificate is
valid at time t1" as to say "a certificate is valid before time t1", because the validity of
the certificate could be suspended and then resumed before time t1. It is certainly
different with "a certificate is valid from time t2 to time t1".
I would be against trying to add such a feature for two reasons.  First, there have been conflicting ideas about how certificate suspension should be interpreted.  In my opinion, if a certificate is suspended but then removed from suspension, then once it has been removed from suspension it can be treated as if it had always been good.  That is, one suspends a certificate if there is a question about the status of the certificate and then removes the certificate from suspension only if it turns out that there was no problem.  Since the conclusion was that there was no problem, there is no reason to suspect that the private key was misused.

I understand that some view suspension differently.  In their view, even if a certificate is removed from suspension any use of the private key while the certificate was suspended should be considered invalid.

Second, even if there was universal agreement that any use of the private key corresponding to a certificate while the certificate is suspended (on hold) is not legitimate, I don't believe that functionality you want could be implemented.  If the client provided the SCVP server with a certificate and a time interval, how could the server ensure that the certificate was never on hold during that time period?  Remember that if a certificate is on hold (suspended) then the CA includes it on the CRL, but once the certificate is removed from hold it is simply no longer included on any subsequently issued CRLs.  Since no CRL issued after (or before) the certificate was removed from suspension would indicate that the certificate had ever been suspended, the SCVP server would only know that the certificate had been suspended if it looked at a CRL that was issued during the time that the certificate was on hold.

So, would the SCVP server be required to check every CRL issued in the interval [t2 ... t1] to verify that the certificate was not listed one any CRL during the interval?  If so, how could the SCVP server be sure that it really checked every CRL issued during that interval?  If not, how could the SCVP server be sure that the certificate had not been suspended at any point in the interval?


Dave