Docs: Consolidating encryption, fixing nav.

Bug: 12837978

Change-Id: I9328d956123605d2c93888c57ff7d95a9b1a1e3c
diff --git a/src/devices/tech/encryption/index.jd b/src/devices/tech/encryption/index.jd
index b33b3ae..87e145c 100644
--- a/src/devices/tech/encryption/index.jd
+++ b/src/devices/tech/encryption/index.jd
@@ -1,8 +1,8 @@
-page.title=Encryption Technical Information
+page.title=Encryption
 @jd:body
 
 <!--
-    Copyright 2013 The Android Open Source Project
+    Copyright 2014 The Android Open Source Project
 
     Licensed under the Apache License, Version 2.0 (the "License");
     you may not use this file except in compliance with the License.
@@ -17,5 +17,338 @@
     limitations under the License.
 -->
 <p>Encryption on Android uses the dm-crypt layer in the Linux kernel.  Read the
-detailed description of how it is tied into the Android system and what must
+detailed description below of how it is tied into the Android system and what must
 be done on a new device to get this feature working.</p>
+
+<h2 id="quick-summary-for-3rd-parties">Quick summary for 3rd parties.</h2>
+<p>If you want to enable encryption on your device based on Android 3.0
+aka Honeycomb, there are only a few requirements:</p>
+<ol>
+<li>
+<p>The /data filesystem must be on a device that presents a block device
+    interface.  eMMC is used in the first devices.  This is because the
+    encryption is done by the dm-crypt layer in the kernel, which works
+    at the block device layer.</p>
+</li>
+<li>
+<p>The function get_fs_size() in system/vold/cryptfs.c assumes the filesystem
+    used for /data is ext4.  It's just error checking code to make sure the
+    filesystem doesn't extend into the last 16 Kbytes of the partition where
+    the crypto footer is kept.  It was useful for development when sizes were
+    changing, but should not be required for release.  If you are not using
+    ext4, you can either delete it and the call to it, or fix it to understand
+    the filesystem you are using.</p>
+</li>
+<li>
+<p>Most of the code to handle the setup and teardown of the temporary framework
+    is in files that are not usually required to be changed on a per device
+    basis.  However, the init.<device>.rc file will require some changes.  All
+    services must be put in one of three classes: core, main or late_state.
+    Services in the core class are not shutdown and restarted when the
+    temporary framework gets the disk password.  Services in the main class
+    are restarted when the framework is restarted.  Services in late_start are
+    not started until after the temporary framework is restarted.  Put services
+    here that are not required to be running while the temporary framework
+    gets the disk password.</p>
+<p>Also any directories that need to be created on /data that are device
+specific need to be in the Action for post-fs-data, and that Action must end
+with the command "setprop vold.post_fs_data_done 1".  If your
+init.<device>.rc file does not have a post-fs-data Action, then the
+post-fs-data Action in the main init.rc file must end with the command
+"setprop vold.post_fs_data_done 1".</p>
+</li>
+</ol>
+<h2 id="how-android-encryption-works">How Android encryption works</h2>
+<p>Disk encryption on Android is based on dm-crypt, which is a kernel feature that
+works at the block device layer.  Therefore, it is not usable with YAFFS, which
+talks directly to a raw nand flash chip, but does work with emmc and similar
+flash devices which present themselves to the kernel as a block device.  The
+current preferred filesystem to use on these devices is ext4, though that is
+independent of whether encryption is used or not.</p>
+<p>While the actual encryption work is a standard linux kernel feature, enabling it
+on an Android device proved somewhat tricky.  The Android system tries to avoid
+incorporating GPL components, so using the cryptsetup command or libdevmapper
+were not available options.  So making the appropriate ioctl(2) calls into the
+kernel was the best choice.  The Android volume daemon (vold) already did this
+to support moving apps to the SD card, so I chose to leverage that work
+for whole disk encryption.  The actual encryption used for the filesystem for
+first release is 128 AES with CBC and ESSIV:SHA256.  The master key is
+encrypted with 128 bit AES via calls to the openssl library.</p>
+<p>Once it was decided to put the smarts in vold, it became obvious that invoking
+the encryption features would be done like invoking other vold commands, by
+adding a new module to vold (called cryptfs) and teaching it various commands.
+The commands are checkpw, restart, enablecrypto, changepw and cryptocomplete.
+They will be described in more detail below.</p>
+<p>The other big issue was how to get the password from the user on boot.  The
+initial plan was to implement a minimal UI that could be invoked from init
+in the initial ramdisk, and then init would decrypt and mount /data.  However,
+the UI engineer said that was a lot of work, and suggested instead that init
+communicate upon startup to tell the framework to pop up the password entry
+screen, get the password, and then shutdown and have the real framework started.
+It was decided to go this route, and this then led to a host of other decisions
+described below.  In particular, init set a property to tell the framework to go
+into the special password entry mode, and that set the stage for much
+communication between vold, init and the framework using properties.  The
+details are described below.</p>
+<p>Finally, there were problems around killing and restarting various services
+so that /data could be unmounted and remounted.  Bringing up the temporary
+framework to get the user password requires that a tmpfs /data filesystem be
+mounted, otherwise the framework will not run.  But to unmount the tmpfs /data
+filesystem so the real decrypted /data filesystem could be mounted meant that
+every process that had open files on the tmpfs /data filesystem had to be killed
+and restarted on the real /data filesystem.  This magic was accomplished by
+requiring all services to be in 1 of 3 groups: core, main and late_start.
+Core services are never shut down after starting.  main services are shutdown
+and then restarted after the disk password is entered.  late_start services
+are not started until after /data has been decrypted and mounted.  The magic
+to trigger these actions is by setting the property vold.decrypt to various
+magic strings, which is described below.  Also, a new init command "class_reset"
+was invented to stop a service, but allow it to be restarted with a
+"class_start" command.  If the command "class_stop" was used instead of the
+new command "class_reset" the flag SVC_DISABLED was added to the state of
+any service stopped, which means it would not be started when the command
+class_start was used on its class.</p>
+<h2 id="booting-an-encrypted-system">Booting an encrypted system.</h2>
+<ol>
+<li>
+<p>When init fails to mount /data, it assumes the filesystem  is encrypted,
+    and sets several properties:
+      ro.crypto.state = "encrypted"
+      vold.decrypt = 1
+    It then mounts a /data on a tmpfs ramdisk, using parameters it picks
+    up from ro.crypto.tmpfs_options, which is set in init.rc.</p>
+<p>If init was able to mount /data, it sets ro.crypto.state to "unencrypted".</p>
+<p>In either case, init then sets 5 properties to save the initial mount
+options given for /data in these properties:
+    ro.crypto.fs_type
+    ro.crypto.fs_real_blkdev
+    ro.crypto.fs_mnt_point
+    ro.crypto.fs_options
+    ro.crypto.fs_flags (saved as an ascii 8 digit hex number preceded by 0x)</p>
+</li>
+<li>
+<p>The framework starts up, and sees that vold.decrypt is set to "1".  This
+    tells the framework that it is booting on a tmpfs /data disk, and it needs
+    to get the user password.  First, however, it needs to make sure that the
+    disk was properly encrypted.  It sends the command "cryptfs cryptocomplete"
+    to vold, and vold returns 0 if encryption was completed successfully, or -1
+    on internal error, or -2 if encryption was not completed successfully. 
+    Vold determines this by looking in the crypto footer for the
+    CRYPTO_ENCRYPTION_IN_PROGRESS flag.  If it's set, the encryption process
+    was interrupted, and there is no usable data on the device.  If vold returns
+    an error, the UI should pop up a message saying the user needs to reboot and
+    factory reset the device, and give the user a button to press to do so.</p>
+</li>
+<li>
+<p>Assuming the "cryptfs cryptocomplete" command returned success, the
+    framework should pop up a UI asking for the disk password.  The UI then
+    sends the command "cryptfs checkpw <passwd>" to vold.  If the password
+    is correct (which is determined by successfully mounting the decrypted
+    at a temporary location, then unmounting it), vold saves the name of the
+    decrypted block device in the property ro.crypto.fs_crypto_blkdev, and
+    returns status 0 to the UI.  If the password is incorrect, it returns -1
+    to the UI.</p>
+</li>
+<li>
+<p>The UI puts up a crypto boot graphic, and then calls vold with the command
+    "cryptfs restart".  vold sets the property vold.decrypt to
+    "trigger_reset_main", which causes init.rc to do "class_reset main".  This
+    stops all services in the main class, which allows the tmpfs /data to be
+    unmounted.  vold then mounts the decrypted real /data partition, and then
+    preps the new partition (which may never have been prepped if it was
+    encrypted with the wipe option, which is not supported on first release).
+    It sets the property vold.post_fs_data_done to "0", and then sets
+    vold.decrypt to "trigger_post_fs_dat".  This causes init.rc to run the
+    post-fs-data commands in init.rc and init.<device>.rc.  They will create
+    any necessary directories, links, et al, and then set vold.post_fs_data_done
+    to "1".  Vold waits until it sees the "1" in that property.  Finally, vold
+    sets the property vold.decrypt to "trigger_restart_framework" which causes
+    init.rc to start services in class main again, and also start services
+    in class late_start for the first time since boot.</p>
+<p>Now the framework boots all its services using the decrypted /data
+filesystem, and the system is ready for use.</p>
+</li>
+</ol>
+<h2 id="enabling-encryption-on-the-device">Enabling encryption on the device.</h2>
+<p>For first release, we only support encrypt in place, which requires the
+framework to be shutdown, /data unmounted, and then every sector of the
+device encrypted, after which the device reboots to go through the process
+described above.  Here are the details:</p>
+<ol>
+<li>
+<p>From the UI, the user selects to encrypt the device.  The UI ensures that
+    there is a full charge on the battery, and the AC adapter is plugged in.
+    It does this to make sure there is enough power to finish the encryption
+    process, because if the device runs out of power and shuts down before it
+    has finished encrypting, file data is left in a partially encrypted state,
+    and the device must be factory reset (and all data lost).</p>
+<p>Once the user presses the final button to encrypt the device, the UI calls
+vold with the command "cryptfs enablecrypto inplace <passwd>" where passwd
+is the user's lock screen password.</p>
+</li>
+<li>
+<p>vold does some error checking, and returns -1 if it can't encrypt, and
+    prints a reason in the log.  If it thinks it can, it sets the property
+    vold.decrypt to "trigger_shutdown_framework".  This causes init.rc to
+    stop services in the classes late_start and main.  vold then unmounts
+    /mnt/sdcard and then /data.</p>
+</li>
+<li>
+<p>If doing an inplace encryption, vold then mounts a tmpfs /data (using the
+    tmpfs options from ro.crypto.tmpfs_options) and sets the property
+    vold.encrypt_progress to "0".  It then preps the tmpfs /data filesystem as
+    mentioned in step 3 for booting an encrypted system, and then sets the
+    property vold.decrypt to "trigger_restart_min_framework".  This causes
+    init.rc to start the main class of services.  When the framework sees that
+    vold.encrypt_progress is set to "0", it will bring up the progress bar UI,
+    which queries that property every 5 seconds and updates a progress bar.</p>
+</li>
+<li>
+<p>vold then sets up the crypto mapping, which creates a virtual crypto block
+    device that maps onto the real block device, but encrypts each sector as it
+    is written, and decrypts each sector as it is read.  vold then creates and
+    writes out the crypto footer.</p>
+<p>The crypto footer contains details on the type of encryption, and an
+encrypted copy of the master key to decrypt the filesystem.  The master key
+is a 128 bit number created by reading from /dev/urandom.  It is encrypted
+with a hash of the user password created with the PBKDF2 function from the
+SSL library.  The footer also contains a random salt (also read from
+/dev/urandom) used to add entropy to the hash from PBKDF2, and prevent
+rainbow table attacks on the password.  Also, the flag
+CRYPT_ENCRYPTION_IN_PROGRESS is set in the crypto footer to detect failure
+to complete the encryption process.  See the file cryptfs.h for details
+on the crypto footer layout.  The crypto footer is kept in the last 16
+Kbytes of the partition, and the /data filesystem cannot extend into that
+part of the partition.</p>
+</li>
+<li>
+<p>If told was to enable encryption with wipe, vold invokes the command
+    "make_ext4fs" on the crypto block device, taking care to not include
+    the last 16 Kbytes of the partition in the filesystem.</p>
+<p>If the command was to enable inplace, vold starts a loop to read each sector
+of the real block device, and then write it to the crypto block device.
+This takes about an hour on a 30 Gbyte partition on the Motorola Xoom.
+This will vary on other hardware.  The loop updates the property
+vold.encrypt_progress every time it encrypts another 1 percent of the
+partition.  The UI checks this property every 5 seconds and updates
+the progress bar when it changes.</p>
+</li>
+<li>
+<p>When either encryption method has finished successfully, vold clears the
+    flag ENCRYPTION_IN_PROGRESS in the footer, and reboots the system.
+    If the reboot fails for some reason, vold sets the property
+    vold.encrypt_progress to "error_reboot_failed" and the UI should
+    display a message asking the user to press a button to reboot.
+    This is not expected to ever occur.</p>
+</li>
+<li>
+<p>If vold detects an error during the encryption process, and if no data has
+    been destroyed yet and the framework is up, vold sets the property
+    vold.encrypt_progress to "error_not_encrypted" and the UI should give the
+    user the option to reboot, telling them that the encryption process
+    never started.  If the error occurs after the framework has been torn
+    down, but before the progress bar UI is up, vold will just reboot the
+    system.  If the reboot fails, it sets vold.encrypt_progress to
+    "error_shutting_down" and returns -1, but there will not be anyone
+    to catch the error.  This is not expected to happen.</p>
+<p>If vold detects an error during the encryption process, it sets
+vold.encrypt_progress to "error_partially_encrypted" and returns -1.
+The UI should then display a message saying the encryption failed, and
+provide a button for the user to factory reset the device.</p>
+</li>
+</ol>
+<h2 id="changing-the-password">Changing the password</h2>
+<p>To change the password for the disk encryption, the UI sends the command
+"cryptfs changepw <newpw>" to vold, and vold re-encrypts the disk master
+key with the new password.</p>
+<h2 id="summary-of-related-properties">Summary of related properties</h2>
+<p>Here is a table summarizing the various properties, their possible values,
+and what they mean:</p>
+<pre><code>vold.decrypt  1                               Set by init to tell the UI to ask
+                                              for the disk pw
+
+vold.decrypt  trigger_reset_main              Set by vold to shutdown the UI
+                                              asking for the disk password
+
+vold.decrypt  trigger_post_fs_data            Set by vold to prep /data with
+                                              necessary dirs, et al.
+
+vold.decrypt  trigger_restart_framework       Set by vold to start the real
+                                              framework and all services
+
+vold.decrypt  trigger_shutdown_framework      Set by vold to shutdown the full
+                                              framework to start encryption
+
+vold.decrypt  trigger_restart_min_framework   Set by vold to start the progress
+                                              bar UI for encryption.
+
+vold.enrypt_progress                          When the framework starts up, if
+                                              this property is set, enter the
+                                              progress bar UI mode.
+
+vold.encrypt_progress  0 to 100               The progress bar UI should display
+                                              the percentage value set.
+
+vold.encrypt_progress  error_partially_encrypted  The progress bar UI should
+                                                  display a message that the
+                                                  encryption failed, and give
+                                                  the user an option to factory
+                                                  reset the device.
+
+vold.encrypt_progress  error_reboot_failed    The progress bar UI should display
+                                              a message saying encryption
+                                              completed, and give the user a
+                                              button to reboot the device.
+                                              This error is not expected to
+                                              happen.
+
+vold.encrypt_progress  error_not_encrypted    The progress bar UI should display
+                                              a message saying an error occured,
+                                              and no data was encrypted or lost,
+                                              and give the user a button to
+                                              reboot the system.
+
+vold.encrypt_progress  error_shutting_down    The progress bar UI is not
+                                              running, so it's unclear who
+                                              will respond to this error,
+                                              and it should never happen
+                                              anyway.
+
+vold.post_fs_data_done  0                     Set by vold just before setting
+                                              vold.decrypt to
+                                              trigger_post_fs_data.
+
+vold.post_fs_data_done  1                     Set by init.rc or init.&lt;device&gt;.rc
+                                              just after finishing the task
+                                              post-fs-data.
+
+ro.crypto.fs_crypto_blkdev                    Set by the vold command checkpw
+                                              for later use by the vold command
+                                              restart.
+
+ro.crypto.state unencrypted                   Set by init to say this system is
+                                              running with an unencrypted /data
+
+ro.crypto.state encrypted                     Set by init to say this system is
+                                              running with an encrypted /data
+
+ro.crypto.fs_type                             These 5 properties are set by init
+ro.crypto.fs_real_blkdev                      when it tries to mount /data with
+ro.crypto.fs_mnt_point                        parameters passed in from init.rc.
+ro.crypto.fs_options                          vold uses these to setup the
+ro.crypto.fs_flags                            crypto mapping.
+
+ro.crypto.tmpfs_options                       Set by init.rc with the options
+                                              init should use when mounting
+                                              the tmpfs /data filesystem.
+</code></pre>
+<h2 id="summary-of-new-init-actions">Summary of new init actions</h2>
+<p>A list of the new Actions that are added to init.rc and/or init.<device>.rc:</p>
+<pre><code>on post-fs-data
+on nonencrypted
+on property:vold.decrypt=trigger_reset_main
+on property:vold.decrypt=trigger_post_fs_data
+on property:vold.decrypt=trigger_restart_min_framework
+on property:vold.decrypt=trigger_restart_framework
+on property:vold.decrypt=trigger_shutdown_framework
+</code></pre>