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June 2007

Vista's BitLocker Drive Encryption

Lock down your data when you shut down your laptop
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The special system volume brings up an important requirement for using BDE:Before or when you begin Vista installation, you must make sure your system has at least two volumes:one volume to install the Vista OS (the encrypted OS volume in Figure 1) and another volume (the system volume in Figure 1) to store the BDE integrity-protected boot files and FVEK. Microsoft recommends that you set aside at least 1. 5GB of disk space for the special system volume. Also, you must mark the system volume as active and assign it the S drive letter. After Vista is installed, BDE isn ’t enabled by default, but you can enable it from the BitLocker Drive Encryption Control Panel applet. BDE supports state-of-the-art encryption and security technologies. It can use the Advanced Encryption Standard (AES)cipher and a 128-bit or 256-bit symmetric FVEK to encrypt the BDE-protected volume.

BDE can also optionally leverage a TPM to secure access to the FVEK and to verify the integrity of boot files. A TPM is a specialized security hardware module that ’s integrated with a computer ’s motherboard. It can provide tamper-proof security services to a computer and its users. These security services include protected storage for cryptographic keys, platform integrity verification, and strong device and user authentication.

A key TPM characteristic is that it can provide hardware-rooted security services. The problem with software-based security mechanisms is that malicious code can circumvent them by inserting itself in the protected system before the security mechanisms are operational. When a system uses TPM hardware for its security mechanisms, there is no practical way for malicious software to insert itself before the security mechanisms.

A TPM is built according to the specifications of the Trusted Computing Group (TCG), an industry consortium that defines specifications for trusted computing platforms and networking architectures. See http://www.rusted-computing.org for more information about the TCG and its specifications. An important detail is that BDE requires a TCG-compliant computer BIOS and a TPM that ’s architected according to the 1. 2 version of the TCG specifications. New computer systems from leading hardware vendors such as IBM, HP, and Dell can support TPM1. 2.

BDE supports four authentication modes for unlocking the FVEK and deciding whether BDE will decrypt the OS volume and allow the OS to start:

TPM-only mode —The TPM protects the BDE FVEK, and no additional input is required from the user to start the OS.

USB token –only mode —The user must provide a valid USB token to unlock the FVEK and start the OS. This scenario is for users of machines without a TPM.

TPM/PIN mode —The TPM protects the BDE FVEK. The user must also provide a valid PIN to unlock the FVEK and start the OS. The PIN can be 4 to 20 digits long.

TPM/USB token mode —The TPM protects the BDE FVEK. The user must also provide a valid USB token to unlock the FVEK and start the OS.

BDE has no special requirements with regard to the use of USB tokens, so any Vista-compatible USB memory token will do. I recommend that you use the TPM/PIN or TPM/USB token BDE authentication modes because they leverage two authentication factors for better security. Also note that BDE can be used on computer systems that don’t have a TPM installed:BDE can leverage a USB token to unlock the FVEK. An important side effect of BDE’s TPM or USB token requirement is that currently you can’t test BDE if you have Vista installed on a Microsoft Virtual PC or Virtual Server environment. VMWare supports USB tokens, but at the time of writing it lacks TPM support.

If BDE authentication fails (if a system’s TPM is missing, changed, or corrupt; if the boot files have been modified; or if a user can’t provide the correct PIN or USB token), BDE enters recovery mode. In this case, the user needs a recovery key or password to regain access to the OS and the BDE-protected data stored on the system.

Managing BDE
BDE is a complex technology that requires a significant amount of planning if you want to deploy it properly in an enterprise. Proof of BDE management complexity is the many passwords and PINs for using and managing BDE. Some of them are optional, but there are still quite a few to look after. Below a short list of the required ones and a couple of the optional ones:

The BIOS password —A BIOS password is required to enable the TPM in BIOS. On new computer systems, the TPM is typically disabled by default in BIOS.

The Windows administrator password —This isn’t a BDE-specific password, but I included it on this list for completeness. You need to know an administrator password to manage and configure many of a Vista machine’s settings, including BDE settings. In the Vista Control Panel, the BDE applet is marked with the User Account Control UAC)shield icon (as Figure 2 shows) to indicate that Vista requires administrator-level credentials for initializing the TPM and for BDE-protecting a Windows volume.

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