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Added REKEY section
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ar committed Oct 2, 2024
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69 changes: 62 additions & 7 deletions doc/src/asciidoc/module_cryptoservice.adoc
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=== Crypto Service

The `cryptoservice` module uses AES-256 to encrypt sensitive data, such as
primary account numbers and protects the encryption key using PGP.
primary account numbers, and protects the encryption key using PGP.

At start-up time, and at regular intervals, the crypto service generates a
new AES-256 key, encrypts it using PGP using one or more recipient ids (custodians),
and stores the resulting encrypted message in the sysconfig table, using the
"key." prefix, and a unique key UUID, i.e.:
At startup and at regular intervals, the crypto service generates a new AES-256
key, encrypts it using PGP with one or more recipient IDs (custodians), and
stores the resulting encrypted message using a KeyStoreProvider.

[source]
--------
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[NOTE]
======
The transient encryption key is still in memory, so core dumps and swap should be
disabled at the operating system level. This approach is still more secure
The transient encryption key for the current session is still in memory, so core dumps
and swap should be disabled at the operating system level. This approach is still more secure
than obfuscating encryption keys.
======

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gpg --armor --export-secret-keys [email protected] [email protected] > cfg/keyring.priv
--------

==== Rotating custodian keys

The list of custodians defined in the `CryptoService` can vary over time. New
custodians can be added, and old ones can be revoked. Existing custodians may
also rotate or update their encryption key-pairs. To migrate custodian keys, it
is possible to do so in real time without disrupting operations by temporarily
keeping both the old and new custodian keys in the public keychain.

For example, if the system is configured with one custodian:

[source,xml]
------------
<crypto-service class='org.jpos.crypto.CryptoService' logger='Q2'>
<property name="custodian" value='[email protected]' />
...
...
</crypto-service>
------------


all dynamic keys are encrypted with this particular custodian. You can add a
second custodian, provided that their public key is available in the public
keyring, by using a configuration like this:


[source,xml]
------------
<crypto-service class='org.jpos.crypto.CryptoService' logger='Q2'>
<property name="custodian" value='[email protected]' />
<property name="custodian" value='[email protected]' />
...
...
</crypto-service>
------------

Keys registered before the change are encrypted using only `custodian-1`'s public
key, while newly autogenerated keys after the change will use both recipients
(`custodian-1` and `custodian-2`).

The CryptoService's `rekey(UUID uuid)` operation can be triggered by a batch
process to transition the key from the old set of custodians to the new ones.
Alternatively, the convenient `REKEY` CLI command, available under the crypto
subsystem, can be used to achieve the same result.

Once all of the old keys have been transitioned to the new set of custodians,
the node's private keys can be updated to use custodian-2 with its appropriate
unlock passphrase.

After all nodes have been updated with the new private key, the process can be
repeated by removing custodian-1 from the list of recipients.

[NOTE]
======
The REKEY process is highly sensitive. It is recommended to back up the JE
store or sysconfig table (depending on the provider in use) before proceeding.
======

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