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Network Working Group                                         T. Harding
Request for Comments: 3335                              Cyclone Commerce
Category: Standards Track                                    R. Drummond
                                                          Drummond Group
                                                                 C. Shih
                                                           Gartner Group
                                                          September 2002


                     MIME-based Secure Peer-to-Peer
              Business Data Interchange over the Internet

Status of this Memo

   This document specifies an Internet standards track protocol for the
   Internet community, and requests discussion and suggestions for
   improvements.  Please refer to the current edition of the "Internet
   Official Protocol Standards" (STD 1) for the standardization state
   and status of this protocol.  Distribution of this memo is unlimited.

Copyright Notice

   Copyright (C) The Internet Society (2002).  All Rights Reserved.

Abstract

   This document describes how to exchange structured business data
   securely using SMTP transport for Electronic Data Interchange, (EDI -
   either the American Standards Committee X12 or UN/EDIFACT, Electronic
   Data Interchange for Administration, Commerce and Transport), XML or
   other data used for business to business data interchange.  The data
   is packaged using standard MIME content-types.  Authentication and
   privacy are obtained by using Cryptographic Message Syntax (S/MIME)
   or OpenPGP security body parts.  Authenticated acknowledgements make
   use of multipart/signed replies to the original SMTP message.
















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RFC 3335                 MIME-based Secure EDI            September 2002


Table of Contents

   1.0   Introduction .................................................3
   2.0   Overview .....................................................4
   2.1   Purpose of a Security Guideline for MIME EDI .................4
   2.2   Definitions ..................................................4
   2.2.1 Terms ........................................................4
   2.2.2 The Secure Transmission Loop .................................5
   2.2.3 Definition of Receipts .......................................5
   2.3   Assumptions ..................................................6
   2.3.1 EDI Process Assumptions ......................................6
   2.3.2 Flexibility Assumptions ......................................7
   3.0   Referenced RFCs and Their Contribution .......................8
   3.1   RFC 821 SMTP [7] .............................................8
   3.2   RFC 822 Text Message Format [3] ..............................8
   3.3   RFC 1847 MIME Security Multiparts [6] ........................8
   3.4   RFC 1892 Multipart/Report [9] ................................8
   3.5   RFC 1767 EDI Content [2] .....................................9
   3.6   RFC 2015, 3156, 2440 PGP/MIME [4] ............................9
   3.7   RFC 2045, 2046, and 2049 MIME [1] ............................9
   3.8   RFC 2298 Message Disposition Notification [5] ................9
   3.9   RFC 2633 and 2630 S/MIME Version 3 Message Specifications [8] 9
   4.0   Structure of an EDI MIME Message - Applicability .............9
   4.1   Introduction .................................................9
   4.2   Structure of an EDI MIME Message - PGP/MIME .................10
   4.2.1 No Encryption, No Signature .................................10
   4.2.2 No Encryption, Signature ....................................10
   4.2.3 Encryption, No Signature ....................................10
   4.2.4 Encryption, Signature .......................................10
   4.3   Structure of an EDI MIME Message - S/MIME ...................10
   4.3.1 No encryption, No Signature..................................10
   4.3.2 No encryption, Signature ....................................10
   4.3.3 Encryption, No Signature ....................................11
   4.3.4 Encryption, Signature .......................................11
   5.0   Receipts ....................................................11
   5.1   Introduction ................................................11
   5.2   Requesting a Signed Receipt .................................13
   5.2.1 Additional Signed Receipt Considerations ....................16
   5.3   Message Disposition Notification Format .....................17
   5.3.1 Message Disposition Notification Extensions .................18
   5.3.2 Disposition Mode, Type, and Modifier Use ....................19
   5.4   Message Disposition Notification Processing .................21
   5.4.1 Large File Processing .......................................21
   5.4.2 Example .....................................................22
   6.0   Public Key Certificate Handling .............................24
   6.1   Near Term Approach ..........................................24
   6.2   Long Term Approach ..........................................24
   7.0   Security Considerations .....................................25



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RFC 3335                 MIME-based Secure EDI            September 2002


   8.0   Acknowledgments .............................................26
   9.0   References ..................................................26
   Appendix IANA Registration Form ...................................28
   Authors' Addresses ................................................28
   Full Copyright Statement ..........................................29

1.0 Introduction

   Previous work on Internet EDI focused on specifying MIME content
   types for EDI data ([2] RFC 1767).  This document expands on RFC 1767
   to specify use of a comprehensive set of data security features,
   specifically data privacy, data integrity/authenticity, non-
   repudiation of origin and non-repudiation of receipt.  This document
   also recognizes contemporary RFCs and is attempting to "re-invent" as
   little as possible.  While this document focuses specifically on EDI
   data, any other data type is also supported.

   With an enhancement in the area of "receipts", as described below
   (5.2), secure Internet MIME based EDI can be accomplished by using
   and complying with the following RFCs:

      -RFC 821 SMTP
      -RFC 822 Text Message Formats
      -RFC 1767 EDI Content Type
      -RFC 1847 Security Multiparts for MIME
      -RFC 1892 Multipart/Report
      -RFC 2015, 3156, 2440 MIME/PGP

      -RFC 2045 to 2049 MIME RFCs
      -RFC 2298 Message Disposition Notification
      -RFC 2630, 2633 S/MIME v3 Specification

   Our intent here is to define clearly and precisely how these are used
   together, and what is required by user agents to be compliant with
   this document.

   The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT",
   "SHOULD", "SHOULD NOT", "RECOMMENDED", "MAY", and "OPTIONAL" in this
   document are to be interpreted as described in RFC 2119.












Harding, et. al.            Standards Track                     [Page 3]

RFC 3335                 MIME-based Secure EDI            September 2002


2.0 Overview

2.1 Purpose of a Security Guideline for MIME EDI

   The purpose of these specifications is to ensure interoperability
   between EDI user agents, invoking some or all of the commonly
   expected security features.  This document is also NOT limited to
   strict EDI use, but applies to any electronic commerce application
   where business data needs to be exchanged over the Internet in a
   secure manner.

2.2 Definitions

2.2.1 Terms

   EDI                  Electronic Data Interchange

   EC                   Electronic Commerce

   Receipt              The functional message that is sent from a
                        receiver to a sender to acknowledge
                        receipt of an EDI/EC interchange.

   Signed Receipt       Same as above, but with a digital
                        signature.

   Message Disposition  The Internet messaging format used to
   Notification         convey a receipt.  This term is used
                        interchangeably with receipt.  A signed
                        MDN is a signed receipt.

   Non-repudiation of   NRR is a "legal event" that occurs when
   Receipt (NRR)        the original sender of an EDI/EC
                        interchange has verified the signed
                        receipt coming back from the receiver.
                        NRR IS NOT a functional or a technical
                        message.

   PGP/MIME             Digital envelope security based on the
                        Pretty Good Privacy (PGP) standard
                        (Zimmerman), integrated with MIME Security
                        Multiparts [6].

   S/MIME               A format and protocol for adding
                        Cryptographic signature and/or encryption
                        services to Internet MIME messages.





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RFC 3335                 MIME-based Secure EDI            September 2002


2.2.2 The secure transmission loop

   This document's focus is on the formats and protocols for exchanging
   EDI content that has had security applied to it using the Internet's
   messaging environment.

   The "secure transmission loop" for EDI involves one organization
   sending a signed and encrypted EDI interchange to another
   organization, requesting a signed receipt, followed later by the
   receiving organization sending this signed receipt back to the
   sending organization.  In other words, the following transpires:

     -The organization sending EDI/EC data signs and encrypts the data
      using either PGP/MIME or S/MIME.  In addition, the message will
      request a signed receipt to be returned to the sender of the
      message.

     -The receiving organization decrypts the message and verifies the
      signature, resulting in verified integrity of the data and
      authenticity of the sender.

     -The receiving organization then returns a signed receipt to the
      sending organization in the form of a message disposition
      notification message.  This signed receipt will contain the hash
      of the signature from the received message, indicating to the
      sender that the received message was verified and/or decrypted
      properly.

   The above describes functionality which, if implemented, would
   satisfy all security requirements.  This specification, however,
   leaves full flexibility for users to decide the degree to which they
   want to deploy those security features with their trading partners.

2.2.3 Definition of receipts

   The term used for both the functional activity and message for
   acknowledging receipt of an EDI/EC interchange is receipt, or signed
   receipt.  The first term is used if the acknowledgment is for an
   interchange resulting in a receipt which is NOT signed.  The second
   term is used if the acknowledgment is for an interchange resulting in
   a receipt which IS signed.  The method used to request a receipt or a
   signed receipt is defined in RFC 2298, "An Extensible Message Format
   for Message Disposition Notifications".

   The "rule" is:

     - If a receipt is requested, explicitly specifying that the receipt
       be signed, then the receipt MUST be returned with a signature.



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RFC 3335                 MIME-based Secure EDI            September 2002


     - If a receipt is requested, explicitly specifying that the receipt
       be signed, but the recipient cannot support the requested
       protocol format or requested MIC algorithms, then a receipt,
       either signed or unsigned SHOULD  be returned.

     - If a signature is not explicitly requested, or if the signed
       receipt request parameter is not recognized by the UA, a receipt
       may or may not be returned.  This behavior is consistent with the
       MDN RFC 2298.

   A term often used in combination with receipts is "Non-Repudiation of
   Receipt (NRR).  NRR refers to a legal event which occurs only when
   the original sender of an interchange has verified the signed receipt
   coming back from recipient of the message.  Note that NRR is not
   possible without signatures.

2.3  Assumptions

2.3.1 EDI Process Assumptions

   -Encrypted object is an EDI Interchange
    This specification assumes that a typical EDI interchange is the
    lowest level object that will be subject to security services.

    In ANSI X12, this means anything between, and including segments ISA
    and IEA.  In EDIFACT, this means anything between, and including,
    segments UNA/UNB and UNZ.  In other words, the EDI interchanges
    including envelope segments remain intact and unreadable during
    secure transport.

   -EDI envelope headers are encrypted
    Congruent with the above statement, EDI envelope headers are NOT
    visible in the MIME package.  In order to optimize routing from
    existing commercial EDI networks (called Value Added Networks or
    VANs) to the Internet, work may need to be done in the future to
    define ways to pull out some of the envelope information to make
    them visible; however, this specification does not go into any
    detail on this.

   -X12.58 and UN/EDIFACT security considerations
    The most common EDI standards bodies, ANSI X12 and EDIFACT, have
    defined internal provisions for security.  X12.58 is the security
    mechanism for ANSI X12 and AUTACK provides security for EDIFACT.
    This specification DOES NOT dictate use or non-use of these security
    standards.  They are both fully compatible, though possibly
    redundant, with this specification.





Harding, et. al.            Standards Track                     [Page 6]

RFC 3335                 MIME-based Secure EDI            September 2002


2.3.2 Flexibility Assumptions

   -Encrypted or unencrypted data

    This specification allows for EDI message exchange where the EDI
    data can either be un-protected or protected by means of encryption.

   -Signed or unsigned data

    This specification allows for EDI message exchange with or without
    digital signature of the original EDI transmission.

   -Use of receipt or not

    This specification allows for EDI message transmission with or
    without a request for receipt notification.  If a signed receipt
    notification  is requested however, a mic value is REQUIRED as part
    of the returned receipt, unless an error condition occurs in which a
    mic value cannot be returned.  In error cases, an un-signed receipt
    or MDN SHOULD be returned with the correct "disposition modifier"
    error value.

   -Formatting choices

    This specification defines the use of two methods for formatting EDI
    contents that have security applied to it:

    -PGP/MIME
    -S/MIME

    This specification relies on the guidelines set forth in RFC
    2015/3156/2440, as reflected in [4] "MIME Security with Pretty Good
    Privacy" (PGP); OpenPGP Message Format, and RFC 2633/2630 [8]
    "S/MIME Version 3 Message Specification; Cryptographic Message
    Syntax".  PGP/MIME or S/MIME as defined in this Applicability
    statement.

   -Hash function, message digest choices

    When a signature is used, it is RECOMMENDED that the SHA1 hash
    algorithm be used for all outgoing messages, and that both MD5 and
    SHA1 be supported for incoming messages.

    In summary, the following eight permutations are possible in any
    given trading relationship:

    (1) Sender sends unencrypted data, does NOT request a receipt.




Harding, et. al.            Standards Track                     [Page 7]

RFC 3335                 MIME-based Secure EDI            September 2002


    (2) Sender sends unencrypted data, requests a signed or unsigned
        receipt.  The receiver sends back the signed or unsigned
        receipt.

    (3) Sender sends encrypted data, does NOT request a receipt.

    (4) Sender sends encrypted data, requests a signed or unsigned
        receipt.  The receiver sends back the signed or unsigned
        receipt.

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