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Table of Contents

1. Intro

ocas - plural of oca, a edible tuber of Oxalis Tuberosa, a wood sorrel of the Andes; or maybe it's an acronym OCAS - OpenC2 API Simulator.

Ocas is an OTP application written in Erlang to:

  • prove out the OpenC2 spec (see http://openc2.org/ and https://github.com/OpenC2-org/)
  • be a viable simulator for testing OpenC2 code and scenarios
  • be a template for developing actual OpenC2 applications (i.e. replace the simulator code with code to actually perform the real function)

Ocas is being developed in Erlang because:

  • Concurrent, parallel, cloud computing
  • Five 9’s or greater of reliability
  • Erlang facilitates using the actor model and message passing for simulation (ie scales well for complex network simulations)

2. Ground Rules

2.1 License

© 2016 sFractal Consulting

Licensed under the Apache License, Version 2.0 (the "License"); you may not use this file except in compliance with the License. You may obtain a copy of the License at

http://www.apache.org/licenses/LICENSE-2.0

Unless required by applicable law or agreed to in writing, software distributed under the License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the License for the specific language governing permissions and limitations under the License.

2.2 Code of Conduct

TL;DR - Don't be a jerk!

To make sure there are no barriers to ocas development for any developers who want to get involved, a Code of Conduct was adopted and can be found at code_of_conduct.md. Please read and ahere to it. This Code of Conduct is adapted from the Contributor Covenant, version 1.4.0, available at http://contributor-covenant.org/.

2.3 Collective Code Construction Contract (C4)

C4 provides a standard process for contributing, evaluating and discussing improvements on software projects. It defines specific technical requirements for projects like a style guide, unit tests, git and similar platforms. It also establishes different personas for projects, with clear and distinct duties. C4 specifies a process for documenting and discussing issues including seeking consensus and clear descriptions, use of "pull requests" and systematic reviews.

This C4 was adopted from https://rfc.zeromq.org/spec:42/C4/ under GNU GPLv3.

Need to actually add the C4 to the repo. Need to edit ZeroMQ - Apache license instead of GPL, any other?

2.4 Style Guide

A standalong style guide needs to be established. Elvis is used for verifying and for now the style guide is the rules in elvis.config.

3. Getting it running

3.1 Build

$ rebar3 compile

3.2 Build & Test

To run complete set of test suites:

$ rebar3 ct

To run an individual test suite:

$ rebar3 ct --suite=test/query_SUITE

3.3 Pull Requests

As part of the quality checks on merging, GitHub pull requests automagically run gadgetci, which:

  • validates the code compiles error free
  • runs elvis
  • runs xref
  • runs dialyzer

3.4 Release

not done yet. For now, you can

$ rebar3 shell

to build and run from command line

4. Vision

The vision is to have this code running on a cloud server, with a protected interface, that could be used for interworking testing. See TBD for the glue to do this.

4.1 Single-command Verification

A primary purpose (and first use) of the simulator is to uncover bugaboos in the openC2 specification. One such has already been uncovered (the mixed case issue). The penC2 specification is an attempt to simplify and standardize the command and control of all aspects of security. Alternative implementations, particularly if they can interoperate, help uncover discrepancies and different interpretations allowing the spec to be improved. Having ocas and the python reference implementation interact will go a long way towards validating the OpenC2 specification.

The first phase of software development will focus on getting an ocas generic consumer up and running and accepting a single command. The software is being architected to both allow for easily scaling to a full network simulation and for using as the base for either an orchestrator or an actuator. But the generic consumer only accepts a single command (ie does not have state information about the system being simulated) and only verifies the command is 'valid from a language viewpoint'.

4.2 Single-command Orchestrator/Actuator Consumer Simulator

The next phase of development (still future at this writing) will include state information for instantiating either an orchestrator-consumer (eg as seen from another orchestrator) or an actuator-consumer (eg as seen from an orchestor). The state information 'informs' the simulator as to the 'context' of the environment so it can respond appropriately. One use of this is still for specification validation for error conditions such as requesting resources that are not present.

4.3 Playbook Simulator

Once the single-command simulator is fully functional, it will be extended to multi-command to allow playbook simulation of a full network. This will involve retaining state information which will be then extended to allow multiple orchestrators and the study of race conditions and temporal vulnerabilities.

4.4 Implementation Template

Another vision is for this code be forked and 'filled in' as actual working implementations. The software has been architected to serve as a base for production security software as either an orchestrator or an actuator. See TBD for one example.

5. Organization of this software

The directory structure is follows the erlang OTP convention. Of interest:

  • rebar.config contains the dependencies for building
    • Cowboy is used for the webserver
    • jsx is used for JSON creation/parsing
    • lager is used for logging
    • shotgun is used just in testing as an http test client
  • test/ contains tests for ct to execute. Test-driven development is being attempted (eg first write a test, have it fail, and then develop the code to get it to pass, iterate).
  • apps/ocas/src/ contains the meat
    • ocas.app.src - OTP application resource file
    • ocas_sup.erl - OTP supervisor
    • ocas_app.erl - API for ocas

The start/2 module in ocas_app.erl is the callback run when the webserver is started. This module calls start_webserver() which contains the ocas specific software including a set of compiled routes which map URLs to the handler callbacks to run:

  • /status will run status_hander callbacks
    • for admin to find status
  • /ok will run `status_ok_handler callbacks
    • keepalive that just returns ok when all is ok
  • /openc2 will run openc2_handler callbacks
    • receives the OpenC2 JSON, validates it, and executes what is in the OpenC2 command in the simulator

5.1 ok_handler

This is a command to simulator (not an OpenC2 command) to allow those with administrative access to validate simulator is running. This api returns a simple “ok” in either text, html, or JSON. This is to serve as a keepalive if one is needed.

5.2 init_handler

This is a command to simulator (not an OpenC2 command) to allow those with administrative access to initialize (or re-initialize) the simulator. For more information on initialization, please see (add link here).

5.3 status_handler

This is a command to simulator (not an OpenC2 command) to allow those with administrative access to get status information about the simulator itself (as opposed to about the network being simulated which would use OpenC2 commands). At the current point this api takes no parameters and returns the JSON for the state of the env server (if running). The env server is what maintains the high level state of the simulator.

5.4 openc2_handler

This module is the heart of the simulator. When the URL path is /openc2 then the openc2_handler is used. Right now, only the verbose version of JSON is accepted. It may be that different url paths will be used for the 3 different versions (eg /openc2/verbose, /openc2/terse, /openc2/whatever). openc2_handler contains the following for its API:

  • rest_init/2 - to tell cowboy this is a REST API
  • allowed_methods/2 – to tell cowboy to only allow the POST method
  • content_types_accepted/2 – to tell cowboy that only JSON is allowed, and to pass control to handle_json/2 when json is posted on this url
  • handle_json/2 (and it’s helper routines) :
    • verifies there is a body in the http request
    • decodes and verifies the json
    • spawns the necessary processes for action/target/actuator/modifier (more on this further down)
    • does the simulation
    • sends the appropriate http response

The OpenC2 language is in JSON and consists of two mandatory top-level fields (action, target) and two optional top-level fields (actuator, modifiers). The nature of the Openc2 command set poses some interesting challenges in how to organize the software (see add ref to MulitMode talk on 29-Sep-2016 at OpenC2 face2face). Ocas is organized taking advantage of erlang’s concurrency, small lightweight processes, and messaging. This allows the action/target/actuator/modifier code to remain independent of each other. For example, if a new actuator is added, it should not require changes to the actions software.

This is accomplished by spinning up an erlang process to handle orchestrating that particular command based on the action in that commmand. For example {action=deny, target=network connection, actuator=network firewall, and modifier=acknowledge} will spin up a deny_server which will validate those other parameters (eg target=network connection is a valid target for deny command) spinning up other processes as needed for validation (eg target process) and for simulation (the particular network connection instantiation). These processes interact via messages to accomplish the desired simulation result. This architecture allows separation of the functionality such that new targets can added without changing the action code. Similarly for new actuators. It also allows for the context and scope to be mimimized in the simulator to just what is needed.

Although this may be overkill in these first phases of the project (specification validation and one-time, single-command simulator); it allows the same code to scale up for the full network simulation including initializing the network to be simulated, playbook simulation, multiple concurrent orchestrators (eg looking for race conditions and time-dependent security vulnerabilities), and red-teaming via simulation.

The establishment of a separate erlang process for each entity and each action allows the simulator to scale both the scope (processes) and the context (messaging) of the network being simulated in addition to the modularizing the software that was mentioned earlier.

5.5 Actions

The module actions.erl contains spawn_action/3 which both verifies the request’s JSON action is valid, and it spawns the process for that action. The spawned process runs the function for that action in the action_servers directory (eg deny in the JSON action field spawns the process running the module act_deny.erl. As of this report, skeleton code exists for some, but not all of the 35 actions defined in the OpenC2 specification. It verifies a valid action, but not target/actuator/modifiers that are semantically correct for that action. For each of the actions the processes are actually spun up (albeit they only do a simple keepalive).

5.6 More on software design

See README.md in apps/ocas/src for more on the software design including a sunny day walk thru the modules/functions.

6. Development Status

Development status will attempt to be explained using test status. Tests that pass show functioning code. Work to be done is shown thru tests that are incomplete, non-existent, or failing. See dev_test_status.md for current status from test viewpoint.

Another way to look at development status is from the viewpoint of how much flesh is put on the architectural bones. See (put link here) for a sunny day walkthru of architecture and (put link here) for status of what is done and what is still to do.

7. Specification Coverage

Another way to consider status is how much of the specification is covered by what has so far been implemented. See specstatus.md for current status of this.

8. Examples

put stuff here

9. How to help

Find a bug? or something missing? or something dumb? Want to complete more features? If yes to any of these then create an issue. Or ideally send a pull request with the changes you'd like.

10. Bill can finally contribute

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