Originally Posted by dino00
You ask what would happen if a user decided to disable such a feature (and a wise decision that is)? As a matter of fact the rootkit would eventually be installed just the same. You see, in order for the cd to be played on a PC, you have to install the software that comes along with the given cd (that means you also install the rootkit).
Alex and I are working on an academic paper, “Lessons from the Sony CD DRM Episode”, which will analyze several not-yet-discussed aspects of the XCP and MediaMax CD copy protection technologies, and will try to put the Sony CD episode in context and draw lessons for the future. We’ll post the complete paper here later in the week. Until then, we’ll post drafts of a few sections here. We have two reasons for this: we hope the postings will be interesting in themselves, and we hope your comments will help us improve the paper. Today’s section is part of the technical core of the paper. Please note that this is a draft and should not be formally quoted or cited. The final version of our entire paper will be posted here when it is ready Attacks on Installation Active protection measures cannot begin to operate until the DRM software is installed on the user's system. In this section we consider attacks that either prevent installation of the DRM software, or try to capture music files from the disc in the interval after the disc has been inserted but before the DRM software is installed on the computer. Autorun Both XCP and MediaMax relies on the autorun feature of Windows. Whenever removable media, such as a floppy disc or CD, is inserted into a Windows PC (and autorun is enabled), Windows looks on the disc for a file called autorun.ini; if a file with that name is found, Windows executes commands found in it. Autorun allows a disc to pop up a splash screen or simple menu, for example to offer to install software found on the disc. However, the autorun mechanism will run any program that the disc specifies. Other popular operating systems, including MacOS and Linux, do not have an autorun feature, so this mechanism does not work on these other systems. XCP ships only Windows code and so has no effect on other operating systems. MediaMax ships with both Windows and MacOS code on the CD, but only the Windows code can autorun. The MacOS code relies on the user to double-click an installer on the CD, which few users will do. Current versions of Windows ship with autorun enabled by default, but the user can choose to disable it. Many security experts advise users to disable autorun, to protect against disc-borne malware. If autorun is disabled, the XCP or MediaMax active protection software will not load or run. Even if autorun is enabled, the user can block autorun for a particular disc by holding down the Shift key while inserting the disc. This will prevent the active protection software from running. Even without disabling autorun, a user can prevent the active protection software from loading by covering up the portion of the disc on which it is stored. Both XCP and MediaMax discs contain two sessions, with the first session containing the music files and the second session containing DRM content, including the active protection software and the autorun command file. The first session begins at the center of the disc and extends outward; the second session is near the outer edge of the disc. By covering the outer edge of the disc, the user can cover up the second session's files, effectively converting the disc back to an ordinary single-session disc. The edge of the disc can be covered with nontransparent material such as masking tape, or by writing over it with a felt-tip marker. Exactly how much of the disc to cover can be determined by iteratively covering more and more until the disc's behavior changes, or by visually inspecting the disc to look for a difference in appearance of the disc's surface which is often visible at the boundary between the two sessions. Temporary Protection Even if the copy protection software is allowed to autorun, there is a period of time, between when a protected disc is inserted and when the active protection software is installed, when the music is vulnerable to copying. It would be possible to have the discs immediately and automatically install the active protection software, minimizing this window of vulnerability, but legal and ethical requirements should preclude this option. Installing software without first obtaining the user's consent appears to be illegal in the U.S. under the Computer Fraud and Abuse Act (CFAA) as well as various state anti-spyware laws . Software vendors conventionally obtain the user's consent to installation of their software by displaying an End User License Agreement (EULA) and asking the user to agree to it. Only after the user agrees to the EULA is the software installed. The EULA informs the user, in theory at least, of the general scope and purpose of the software being installed, and the user has the option to withhold consent by declining the EULA, in which case no software is installed. As we will see below, the DRM vendors do not always follow this procedure. If the discs didn't use any other protection measures, the music would be vulnerable to copying while the installer waited for the user to accept or reject the EULA. Users could just ignore the installer's EULA window and switch tasks to a CD ripping or copying application. Both XCP and MediaMax employ temporary protection mechanisms to protect the music during this time. XCP Temporary Protection The first time an XCP-protected disc is inserted into a Windows machine, the Windows autorun feature launches the XCP installer, the file go.exe located in the contents folder on the CD. The installer displays a license agreement and prompts the user to accept or decline it. If the user accepts the agreement, the installer installs the XCP active protection software onto the machine; if the user declines, the installer ejects the CD and exits. While the EULA is being displayed, the XCP installer continuously monitors the list of processes running on the system. It compares the image name of each process to a blacklist of nearly 200 ripping and copying applications hard coded into the go.exe program. If one or more blacklisted applications are running, the installer replaces the EULA display with a warning (shown at right ) indicating that the applications need to be closed in order for the installation to continue. It also initiates a 30-second countdown timer; if the any of the applications are still running when the countdown reaches zero, the installer ejects the CD and quits. ] This technique might prevent some unsophisticated users from copying the disc while the installer is running, but it can be bypassed with a number of widely known techniques. For instance, users might kill the installer process (using the Windows Task Manager) before it could eject the CD, or they might use a ripping or copying application that locks the CD tray, preventing the installer from ejecting the disc. The greatest limitation of the XCP temporary protection system is the blacklist. Users might find ripping or copying applications that are not on the list, or they might use a blacklisted application but rename its executable file to prevent the installer from recognizing it. Since there is no mechanism for updating the blacklist on existing CDs, they will gradually become easier to rip and copy as new applications not on the blacklist come into widespread use. Application developers may also adapt their software to the blacklisting technique by randomizing their process image names or taking other measures to avoid detection. MediaMax Temporary Protection The MediaMax system employs a different—and highly controversial, if not illegal—temporary protection measure. It defends the music while the installer is running by installing, and at least temporarily activating, the active protection software before displaying the EULA. The software is installed without obtaining consent, and it remains installed (and in some cases, permanently active) even if the user explicitly denies consent by declining the license agreement. This practice is uncomfortably close to the behavior of spyware and may be illegal. Prior to license acceptance, both MediaMax version 3 and version 5 discs install the active protection driver. (At this writing, version 5 is the current version. To our knowledge, there was no version 4.) The driver file sbcphid.sys is copied to the Windows drivers directory, configured as a service in the registry, and launched. Initially, the driver's startup type is set to "Manual,'' so it will not re-launch the next time the computer boots; however, it remains running until the computer is shut down and remains installed permanently. Albums that use MediaMax version 5 additionally install components of the MediaMax player software before displaying a license agreement—almost 12 megabytes of programs and data that are stored in %programfiles%Common FilesSunnComm Shared. These files are not removed if the EULA is declined. Even more troublingly, under some common circumstances the MediaMax installer will permanently activate the active protection software (by setting its startup type to "Auto,'' which causes it to be launched every time the computer boots). This behavior is related to a mechanism in the installer apparently intended to upgrade the active protection software if an older version is already installed. Under the following scenarios, it is triggered even if the user previously declined the EULA: The user inserted a CD-3 (older version of MediaMax) album, then sometime later inserts an MM-5 (current version of MediaMax at this writing) album. The user inserted an MM-5 album, then sometime later inserts a CD-3 album. The user inserted an MM-5 album, reboots, then sometime later inserts the same album or another MM-5 album. These steps do not have to take place in a single session. They can happen over a period of weeks or months, as users purchase new albums. We can think of two possible explanations for this behavior. Perhaps the vendor, SunnComm, did not test these scenarios to determine what their software did, and so did not realize that they were activating the software without consent. Or perhaps they did know what would happen in these cases and deliberately chose these behaviors. Either possibility is troubling, indicating either a badly deficient design and testing procedure or a deliberate decision to install software after the user denied permission to do so. Even if poor testing is the explanation for activating the software without consent, it is clear that SunnComm deliberately chose to install the MediaMax software code on the user's system even if the user did not consent. These decisions are difficult to reconcile with the ethical and legal requirements on software companies. But they are easy to reconcile with the vendor's platform building strategy, which rewards the vendor for placing its software on as many computers as possible. Even the activation of temporary protection software before the user consents to anything raises troubling ethical questions. It is hard to argue that the user has consented to loading and running software merely by the act of inserting the disc. Most users do not expect the insertion of a compact disc to load software, and although many (but not all) of the affected discs did contain a statement about protection software being on the discs, the statements generally were confusingly worded, were written in tiny print, and did not say explicitly that software would install or run immediately upon insertion of the disc. Some in the record industry argue that the industry's need to block potential infringement justifies the short-term execution of the temporary protection software on every user's computer. We think this issue deserves more ethical and legal debate. Passive Protection Another way to prevent copying before active protection software is installed is to use passive protection measures. Passive protection exploits subtle differences between the way computers read CDs and the way ordinary CD players do. By changing the layout of data on the CD, it is sometimes possible to confuse computers without affecting ordinary players. In practice, the distinction between computers and CD players is less precise. Older generations of CD copy protection, which relied entirely on passive protection, proved easy to copy in some computers and impossible to play on some CD players . Furthermore, computer hardware and software has tended to get better at reading the passive protected CDs over time as it became more robust to all manner of damaged or poorly formatted discs. For these reasons, more recent CD DRM schemes rely mainly on active protection. XCP uses a mild variety of passive protection as an added layer of security against ripping and copying. This form of passive protection exploits a quirk in the way Windows handle multisession CDs. When CD burners came to market in the early 1990s, the multisession CD format was introduced to allow data to be appended to partially recorded discs. (This was especially desirable at a time when recordable CD media cost tens of dollars per disc.) Each time data is added to the disc, it is written as an independent series of tracks called a session. Multi-session compatible CD drives see all the sessions, but ordinary CD players, which generally do not support the multisession format, recognize only the first session. Some commercial discs use a variant of the multisession format to combine CD audio and computer accessible on a single CD. These discs adhere to the Blue Book or "stamped multisession'' format. According to the Blue Book specification, stamped multisession discs must contain two sessions: a first session with 1–99 CD audio tracks, and a second session with one data track. The Windows CD audio driver contains special support for Blue Book discs. It presents the CD to playing and ripping applications as if it was a normal audio CD. Windows treats other multisession discs as data-only CDs. XCP discs deviate from the Blue Book format by adding a second data track in the second session. This causes Windows to treat the disc as a regular multisession data CD, so the primary data track is mounted as a file system, but the audio tracks are invisible to player and ripper applications that use the Windows audio CD driver. This includes Windows Media Player, iTunes, and most other widely used applications. Using a specialized procedure, it is possible to create discs with this flavor of passive protection with standard CD burning hardware and software . Limitations This variety of passive protection provides only limited resistance to ripping and copying. There are a number of well-known methods for defeating it. Advanced ripping and copying applications avoid the Windows CD audio driver altogether and issue MMC commands directly to the drive. This allows programs such as Nero and Exact Audio Copy to recognize and read all the audio tracks. Non-Windows platforms, including Mac and Linux systems, read multisession CD more robustly and don't suffer from the limitation that causes ripping problems on Windows. The felt-tip marker trick can also defeat this kind of passive protection, as noted above.
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