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Set Up Root-Verity

Goals​

Configuring root-verity offers good protection against modification of the root (/) partition.

info

An alternative (both cannot be configured) is to instead configure usr-verity to protect against modification of the usr (/usr) partition.

The goal of this document is to create a Trident Host Configuration file and a COSI file that can be used to install and service an image with a root-verity partition.

Prerequisites​

  1. Ensure that oras is installed.
  2. Ensure Image Customizer container is accessible.

Instructions​

Step 1: Download the minimal base image​

Pull minimal-os as a base image from MCR by running:

mkdir -p $HOME/staging
pushd $HOME/staging
oras pull mcr.microsoft.com/azurelinux/3.0/image/minimal-os:latest --platform linux/amd64
popd

Step 2: Build Trident RPMs​

Build the Trident RPMs by running:

make bin/trident-rpms.tar.gz

After running this make command, the RPMs will be built and packaged into bin/trident-rpms.tar.gz and unpacked into bin/RPMS/x86_64:

$ ls bin/RPMS/x86_64/
trident-0.3.DATESTRING-dev.COMMITHASH.azl3.x86_64.rpm
trident-install-service-0.3.DATESTRING-dev.COMMITHASH.azl3.x86_64.rpm
trident-provisioning-0.3.DATESTRING-dev.COMMITHASH.azl3.x86_64.rpm
trident-service-0.3.DATESTRING-dev.COMMITHASH.azl3.x86_64.rpm
trident-static-pcrlock-files-0.3.DATESTRING-dev.COMMITHASH.azl3.x86_64.rpm
trident-update-poll-0.3.DATESTRING-dev.COMMITHASH.azl3.x86_64.rpm

Copy RPMs to staging folder:

cp -r bin/RPMS $HOME/staging

Step 3: Define COSI Configuration​

To create a root-verity volume, there are a few Image Customizer configuration sections that are important. These sections are detailed in the docs on root-verity. Putting them together and following the Image Customizer documentation, the full configuration $HOME/staging/ic-config.yaml can look like this:

storage:
  disks:
  - partitionTableType: gpt
    maxSize: 5G
    partitions:
    - id: esp
      type: esp
      size: 8M

    - id: boot
      size: 1G

    - label: root-data
      id: root-data
      size: 2G

    - label: root-hash
      id: root-hash
      size: 128M

    - id: var
      size: grow

  bootType: efi

  verity:
  - id: root
    name: root
    dataDeviceId: root-data
    hashDeviceId: root-hash
    dataDeviceMountIdType: part-label
    hashDeviceMountIdType: part-label

  filesystems:
  - deviceId: esp
    type: fat32
    mountPoint:
      path: /boot/efi
      options: umask=0077

  - deviceId: boot
    type: ext4
    mountPoint:
      path: /boot

  - deviceId: root
    type: ext4
    mountPoint:
      path: /
      options: defaults,ro

  - deviceId: var
    type: ext4
    mountPoint:
      path: /var

os:
  bootloader:
    resetType: hard-reset
  hostname: root-verity-image

  selinux:
    mode: enforcing

  kernelCommandLine:
    extraCommandLine:
    - log_buf_len=1M

  packages:
    remove:
      - grub2-efi-binary

    install:
      # replace grub2-efi-binary with grub2-efi-binary-noprefix
      - grub2-efi-binary-noprefix
      - curl
      - device-mapper
      - dracut-overlayfs
      - efibootmgr
      - iproute
      - iptables
      - lsof
      - lvm2
      - mdadm
      - netplan
      - openssh-server
      - systemd-udev
      - tpm2-tools
      - trident-service
      - veritysetup
      - vim

  services:
    enable:
    - trident

Step 4: Invoke Image Customizer​

Assuming RPMs, a base image image.vhdx and Image Customizer configuration ic-config.yaml found in $HOME/staging.

Invoke Image Customizer, paying special attention to specify --output-image-format=cosi:

pushd $HOME/staging
docker run \
    --rm \
    --privileged=true \
    -v /dev:/dev \
    -v ".:/staging:z" \
    mcr.microsoft.com/azurelinux/imagecustomizer:0.18.0 \
        --image-file "/staging/image.vhdx" \
        --config-file "/staging/ic-config.yaml" \
        --rpm-source "/staging/RPMS/x86_64" \
        --build-dir "/build" \
        --output-image-format "cosi" \
        --output-image-file "/staging/out/image.cosi"
popd

Step 5: Trident Host Configuration​

Create a Trident Host Configuration file that aligns to the Image Customizer COSI that was created in step 4. The esp, root, root-hash, and var partitions/filesystems should reflect what was specified in the Image Customizer configuration.

Some things to note that are defined in the Host Configuration below:

The remainder of the Trident Host Configuration file describes things like where to find the COSI file (can be a local path, an HTTP url, or an OCI url) and what the disk device path is (in this case, /dev/sda):

image:
  url: image.cosi
  sha384: ignored
storage:
  disks:
    - id: os
      device: /dev/sda
      partitionTableType: gpt
      partitions:
        - id: esp
          type: esp
          size: 1G
        - id: boot
          type: xbootldr
          size: 200M
        - id: root-data-a
          type: root
          size: 4G
        - id: root-data-b
          type: root
          size: 4G
        - id: root-hash-a
          type: root-verity
          size: 1G
        - id: root-hash-b
          type: root-verity
          size: 1G
        - id: var
          type: linux-generic
          size: 1G

  abUpdate:
    volumePairs:
      - id: root-data
        volumeAId: root-data-a
        volumeBId: root-data-b
      - id: root-hash
        volumeAId: root-hash-a
        volumeBId: root-hash-b

  verity:
    - id: root
      name: root
      dataDeviceId: root-data
      hashDeviceId: root-hash

  filesystems:
    - deviceId: esp
      mountPoint:
        path: /boot/efi
        options: umask=0077
    - deviceId: boot
      mountPoint: /boot
    - deviceId: var
      mountPoint: /var
    - deviceId: root
      mountPoint:
        path: /
        options: defaults,ro

os:
  selinux:
    mode: enforcing
  netplan:
    version: 2
    ethernets:
      vmeths:
        match:
          name: enp*
        dhcp4: true

Troubleshooting​

With root-verity, configurations can be difficult as the configuration files are often on the root partition. In the future, this section will be expanded to include learnings and hints for how to navigate these challenges.