EPICS Base

Projects that follow the best practices below will be able to voluntarily self-certify and show that they've achieved a Core Infrastructure Initiative (CII) badge.

There is no set of practices that can guarantee that software will never have defects or vulnerabilities; even formal methods can fail if the specifications or assumptions are wrong. Nor is there any set of practices that can guarantee that a project will sustain a healthy and well-functioning development community. However, following best practices can help improve the results of projects. For example, some practices enable multi-person review before release, which can both help find otherwise hard-to-find technical vulnerabilities and help build trust and a desire for repeated interaction among developers from different companies. To earn a badge, all MUST and MUST NOT criteria must be met, all SHOULD criteria must be met OR be unmet with justification, and all SUGGESTED criteria must be met OR unmet (we want them considered at least). Feedback is welcome via the GitHub site as issues or pull requests There is also a mailing list for general discussion.

We gladly provide the information in several locales, however, if there is any conflict or inconsistency between the translations, the English version is the authoritative version.
If this is your project, please show your badge status on your project page! The badge status looks like this: Badge level for project 227 is in_progress Here is how to embed it:
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These are the Passing level criteria. You can also view the Silver or Gold level criteria.



 Basics 11/12

  • Identification

    Note that other projects may use the same name.

    EPICS is a set of open source software tools, libraries and applications developed collaboratively and used worldwide to create distributed soft real-time control systems for scientific instruments such as a particle accelerators, telescopes and other large scientific experiments. EPICS Base is the C/C++ software package that provides the core libraries, Input/Output Controller application and Channel Access networking used by most EPICS projects.

    What programming language(s) are used to implement the project?
    If there is more than one language, list them as comma-separated values (spaces optional) and sort them from most to least used. If there is a long list, please list at least the first three most common ones. If there is no language (e.g., this is a documentation-only or test-only project), use the single character "-". Please use a conventional capitalization for each language, e.g., "JavaScript".
    The Common Platform Enumeration (CPE) is a structured naming scheme for information technology systems, software, and packages. It is used in a number of systems and databases when reporting vulnerabilities.
  • Basic project website content


    Enough for a badge!

    The project website MUST succinctly describe what the software does (what problem does it solve?). [description_good]
    This MUST be in language that potential users can understand (e.g., it uses minimal jargon).

    First paragraph on the EPICS home page describes the EPICS project as a whole. A separate page describes the EPICS Base sub-project.



    Enough for a badge!

    The project website MUST provide information on how to: obtain, provide feedback (as bug reports or enhancements), and contribute to the software. [interact]

    The EPICS Base page on the website has sections on bug reporting and Code Management with links to the Launchpad project, and on each major release branch dating back to 1991.



    Enough for a badge!

    The information on how to contribute MUST explain the contribution process (e.g., are pull requests used?) (URL required) [contribution]
    We presume that projects on GitHub use issues and pull requests unless otherwise noted. This information can be short, e.g., stating that the project uses pull requests, an issue tracker, or posts to a mailing list (which one?)

    As a project on Launchpad.net we use the Launchpad issue tracker, code management and merge request systems, analagous to the GitHub ones. This are linked to and described on the EPICS Base webpage.



    Enough for a badge!

    The information on how to contribute SHOULD include the requirements for acceptable contributions (e.g., a reference to any required coding standard). (URL required) [contribution_requirements]

    There is no formal coding standard document, but the EPICS Base web-page does stress the requirement for portability to the variety of platforms that we support.


  • FLOSS License

    What license(s) is the project released under?
    Please use SPDX license expression format; examples include "Apache-2.0", "BSD-2-Clause", "BSD-3-Clause", "GPL-2.0+", "LGPL-3.0+", "MIT", and "(BSD-2-Clause OR Ruby)".



    Enough for a badge!

    The software produced by the project MUST be released as FLOSS. [floss_license]
    FLOSS is software released in a way that meets the Open Source Definition or Free Software Definition. Examples of such licenses include the CC0, MIT, BSD 2-clause, BSD 3-clause revised, Apache 2.0, Lesser GNU General Public License (LGPL), and the GNU General Public License (GPL). For our purposes, this means that the license MUST be: The software MAY also be licensed other ways (e.g., "GPLv2 or proprietary" is acceptable).

    EPICS Base is licensed under the EPICS Open License



    Barely enough for a badge.

    It is SUGGESTED that any required license(s) for the software produced by the project be approved by the Open Source Initiative (OSI). [floss_license_osi]
    The OSI uses a rigorous approval process to determine which licenses are OSS.

    The EPICS Open License has not been submitted to OSI for approval, although it does meet their criteria.



    Enough for a badge!

    The project MUST post the license(s) of its results in a standard location in their source repository. (URL required) [license_location]
    E.g., as a top-level file named LICENSE or COPYING. License filenames MAY be followed by an extension such as ".txt" or ".md".

  • Documentation


    Enough for a badge!

    The project MUST provide basic documentation for the software produced by the project. [documentation_basics]
    This documentation must be in some media (such as text or video) that includes: how to install it, how to start it, how to use it (possibly with a tutorial using examples), and how to use it securely (e.g., what to do and what not to do) if that is an appropriate topic for the software. The security documentation need not be long. The project MAY use hypertext links to non-project material as documentation. If the project does not produce software, choose "not applicable" (N/A).

    Each release of the software comes with several documents, and also gets its own page on the EPICS website with links to documentation specific to that release. The set of documents available includes a README file with getting-started instructions. For example http://www.aps.anl.gov/epics/base/R3-15/4.php



    Enough for a badge!

    The project MUST provide reference documentation that describes the external interface (both input and output) of the software produced by the project. [documentation_interface]
    The documentation of an external interface explains to an end-user or developer how to use it. This would include its application program interface (API) if the software has one. If it is a library, document the major classes/types and methods/functions that can be called. If it is a web application, define its URL interface (often its REST interface). If it is a command-line interface, document the parameters and options it supports. In many cases it's best if most of this documentation is automatically generated, so that this documentation stays synchronized with the software as it changes, but this isn't required. The project MAY use hypertext links to non-project material as documentation. Documentation MAY be automatically generated (where practical this is often the best way to do so). Documentation of a REST interface may be generated using Swagger/OpenAPI. Code interface documentation MAY be generated using tools such as JSDoc (JavaScript), ESDoc (JavaScript), pydoc (Python), and Doxygen (many). Merely having comments in implementation code is not sufficient to satisfy this criterion; there needs to be an easy way to see the information without reading through all the source code. If the project does not produce software, choose "not applicable" (N/A).

    Alongside each release and linked from the release-specific webpage we publish PDF and HTML versions of the EPICS Application Developers Guide to provide reference documentation, e.g. http://www.aps.anl.gov/epics/base/R3-15/4-docs/AppDevGuide/


  • Other


    Not enough for a badge.

    The project sites (website, repository, and download URLs) MUST support HTTPS using TLS. [sites_https]
    You can get free certificates from Let's Encrypt. Projects MAY implement this criterion using (for example) GitHub pages, GitLab pages, or SourceForge project pages. If you are using GitHub pages with custom domains, you MAY use a content delivery network (CDN) as a proxy to support HTTPS, such as described in the blog post "Secure and fast GitHub Pages with CloudFlare", to satisfy this criterion. If you support HTTP, we urge you to redirect the HTTP traffic to HTTPS.

    The Launchpad pages and Bazaar repository and the main website's wiki and downloads areas are available using HTTPS; other purely informational parts of the main website are currently HTTP-only.



    Enough for a badge!

    The project MUST have one or more mechanisms for discussion (including proposed changes and issues) that are searchable, allow messages and topics to be addressed by URL, enable new people to participate in some of the discussions, and do not require client-side installation of proprietary software. [discussion]
    Examples of acceptable mechanisms include archived mailing list(s), GitHub issue and pull request discussions, Bugzilla, Mantis, and Trac. Asynchronous discussion mechanisms (like IRC) are acceptable if they meet these criteria; make sure there is a URL-addressable archiving mechanism. Proprietary JavaScript, while discouraged, is permitted.

    The EPICS project provides several mailing lists; the main support list is called tech-talk and additional lists are provided for discussions between developers. We use Launchpad for bug-reporting and issue tracking.



    Enough for a badge!

    The project SHOULD provide documentation in English and be able to accept bug reports and comments about code in English. [english]
    English is currently the lingua franca of computer technology; supporting English increases the number of different potential developers and reviewers worldwide. A project can meet this criterion even if its core developers' primary language is not English.

    All project business and documentation is in English.






The EPICS project encompasses many parts which are developed separately, most of which have their own separate repositories and websites. The main EPICS website provides a central reference location for these in addition to supporting the EPICS Base subproject.

 Change Control 9/9

  • Public version-controlled source repository


    Enough for a badge!

    The project MUST have a version-controlled source repository that is publicly readable and has a URL. [repo_public]
    The URL MAY be the same as the project URL. The project MAY use private (non-public) branches in specific cases while the change is not publicly released (e.g., for fixing a vulnerability before it is revealed to the public).

    The EPICS Base source repositories are hosted at Launchpad.net using Bazaar, with a git mirror available on github. Each major release series has its own separate Bazaar branch, e.g. https://code.launchpad.net/~epics-core/epics-base/3.15



    Enough for a badge!

    The project's source repository MUST track what changes were made, who made the changes, and when the changes were made. [repo_track]

    Implemented by Bazaar.



    Enough for a badge!

    To enable collaborative review, the project's source repository MUST include interim versions for review between releases; it MUST NOT include only final releases. [repo_interim]
    Projects MAY choose to omit specific interim versions from their public source repositories (e.g., ones that fix specific non-public security vulnerabilities, may never be publicly released, or include material that cannot be legally posted and are not in the final release).

    All revisions are included in both the Bazaar repository and the github mirror.



    Enough for a badge!

    It is SUGGESTED that common distributed version control software be used (e.g., git) for the project's source repository. [repo_distributed]
    Git is not specifically required and projects can use centralized version control software (such as subversion) with justification.

    EPICS Base is available using either Bazaar or git.


  • Unique version numbering


    Enough for a badge!

    The project results MUST have a unique version identifier for each release intended to be used by users. [version_unique]
    This MAY be met in a variety of ways including a commit IDs (such as git commit id or mercurial changeset id) or a version number (including version numbers that use semantic versioning or date-based schemes like YYYYMMDD).

    Unique version numbers are used; the latest release was 3.15.4 and a stable release series 3.14.12.x is also maintained. New features are being added to the 3.16 branch.



    Barely enough for a badge.

    It is SUGGESTED that the Semantic Versioning (SemVer) format be used for releases. [version_semver]
    Other version numbering schemes, such as commit IDs (such as git commit id or mercurial changeset id) or date-based schemes like YYYYMMDD, MAY be used as version numbers, since they are unique. Some alternatives can cause problems, because users may not be able to easily determine if they are up-to-date. SemVer may be less helpful for identifying software releases if all recipients only run the latest version (e.g., it is the code for a single website or internet service that is constantly updated via continuous delivery).

    Our version numbering scheme predates the development of the SemVer scheme, and has slightly different characteristics. We don't always guarantee API compatibility between minor versions, although we do try to ensure that any incompatible changes will cause a build-time failure. We have never promised ABI compatibility between releases.

    Version numbers that contain components with a zero (e.g. 3.16.0.1) are for developer use and are not recommended for production use; the first production-quality release in the 3.16 series will be numbered 3.16.1.



    Enough for a badge!

    It is SUGGESTED that projects identify each release within their version control system. For example, it is SUGGESTED that those using git identify each release using git tags. [version_tags]

    All releases are tagged in the Bazaar version control system.


  • Release notes


    Enough for a badge!

    The project MUST provide, in each release, release notes that are a human-readable summary of major changes in that release to help users determine if they should upgrade and what the upgrade impact will be. The release notes MUST NOT be the raw output of a version control log (e.g., the "git log" command results are not release notes). Projects whose results are not intended for reuse in multiple locations (such as the software for a single website or service) AND employ continuous delivery MAY select "N/A". (URL required) [release_notes]
    The release notes MAY be implemented in a variety of ways. Many projects provide them in a file named "NEWS", "CHANGELOG", or "ChangeLog", optionally with extensions such as ".txt", ".md", or ".html". Historically the term "change log" meant a log of every change, but to meet these criteria what is needed is a human-readable summary. The release notes MAY instead be provided by version control system mechanisms such as the GitHub Releases workflow.

    Each release contains a copy of a Release Notes file which is also available on the website, for example http://www.aps.anl.gov/epics/base/R3-15/4-docs/RELEASE_NOTES.html



    Enough for a badge!

    The release notes MUST identify every publicly known vulnerability that is fixed in each new release. This is "N/A" if there are no release notes or there have been no publicly known vulnerabilities. [release_notes_vulns]

    We try to link entries in the Release Notes file to any associated bug-tracker entry, although some bugs may be fixed without entries in the bug-tracker.


 Reporting 8/8

  • Bug-reporting process


    Enough for a badge!

    The project MUST provide a process for users to submit bug reports (e.g., using an issue tracker or a mailing list). (URL required) [report_process]

    Users can submit reports to our public mailing lists, or file issues directly using the bug tracker on Launchpad.



    Enough for a badge!

    The project SHOULD use an issue tracker for tracking individual issues. [report_tracker]

    We use the bug tracker on Launchpad.



    Enough for a badge!

    The project MUST acknowledge a majority of bug reports submitted in the last 2-12 months (inclusive); the response need not include a fix. [report_responses]

    Bug reports and mailing list posts are monitored examined by the core developers who normally respond within 1-2 business days.



    Enough for a badge!

    The project SHOULD respond to a majority (>50%) of enhancement requests in the last 2-12 months (inclusive). [enhancement_responses]
    The response MAY be 'no' or a discussion about its merits. The goal is simply that there be some response to some requests, which indicates that the project is still alive. For purposes of this criterion, projects need not count fake requests (e.g., from spammers or automated systems). If a project is no longer making enhancements, please select "unmet" and include the URL that makes this situation clear to users. If a project tends to be overwhelmed by the number of enhancement requests, please select "unmet" and explain.

    Core developers monitor the mailing lists and bug tracker and will respond as they see fit, usually within 1-2 business days.



    Enough for a badge!

    The project MUST have a publicly available archive for reports and responses for later searching. (URL required) [report_archive]

    Mailing lists are archived tech-talk core-talk and the archives are searchable, as is the bug tracker.


  • Vulnerability report process


    Enough for a badge!

    The project MUST publish the process for reporting vulnerabilities on the project site. (URL required) [vulnerability_report_process]
    E.g., a clearly designated mailing address on https://PROJECTSITE/security, often in the form security@example.org. This MAY be the same as its bug reporting process. Vulnerability reports MAY always be public, but many projects have a private vulnerability reporting mechanism.

    A section on the EPICS Base page describes how to report vulnerabilties through our Launchpad bug tracker.



    Enough for a badge!

    If private vulnerability reports are supported, the project MUST include how to send the information in a way that is kept private. (URL required) [vulnerability_report_private]
    Examples include a private defect report submitted on the web using HTTPS (TLS) or an email encrypted using OpenPGP. If vulnerability reports are always public (so there are never private vulnerability reports), choose "not applicable" (N/A).

    The Launchpad bug tracker supports the ability to mark bug reports as private security issues, and is configured to limit access to those bug reports to the core developers.



    Enough for a badge!

    The project's initial response time for any vulnerability report received in the last 6 months MUST be less than or equal to 14 days. [vulnerability_report_response]
    If there have been no vulnerabilities reported in the last 6 months, choose "not applicable" (N/A).

    The core developers usually respond to bug reports within 1-2 business days. We have not received any vulnerability reports in the last 6 months.


 Quality 13/13

  • Working build system


    Enough for a badge!

    If the software produced by the project requires building for use, the project MUST provide a working build system that can automatically rebuild the software from source code. [build]
    A build system determines what actions need to occur to rebuild the software (and in what order), and then performs those steps. For example, it can invoke a compiler to compile the source code. If an executable is created from source code, it must be possible to modify the project's source code and then generate an updated executable with those modifications. If the software produced by the project depends on external libraries, the build system does not need to build those external libraries. If there is no need to build anything to use the software after its source code is modified, select "not applicable" (N/A).

    EPICS Base comes with an extensive and highly capable set of Makefiles which require GNUmake.



    Enough for a badge!

    It is SUGGESTED that common tools be used for building the software. [build_common_tools]
    For example, Maven, Ant, cmake, the autotools, make, or rake.

    The build process requires GNUmake.



    Enough for a badge!

    The project SHOULD be buildable using only FLOSS tools. [build_floss_tools]

    No proprietary tools are required to build EPICS Base on any supported OS.


  • Automated test suite


    Enough for a badge!

    The project MUST use at least one automated test suite that is publicly released as FLOSS (this test suite may be maintained as a separate FLOSS project). [test]
    The project MAY use multiple automated test suites (e.g., one that runs quickly, vs. another that is more thorough but requires special equipment).

    Automated test programs are included with the software.



    Enough for a badge!

    A test suite SHOULD be invocable in a standard way for that language. [test_invocation]
    For example, "make check", "mvn test", or "rake test".

    The test suite is invoked by running make runtests.



    Barely enough for a badge.

    It is SUGGESTED that the test suite cover most (or ideally all) the code branches, input fields, and functionality. [test_most]

    Large parts of the software were originally designed (in the 1990s) for a cross-build environment where automated testing was not feasible, so all tests were initiated manually. An automated test suite was added in 2006 and has expanded significantly since then, although some parts of the software still require manual testing.



    Enough for a badge!

    It is SUGGESTED that the project implement continuous integration (where new or changed code is frequently integrated into a central code repository and automated tests are run on the result). [test_continuous_integration]

    The project now uses a Jenkins CI server to check out and build the software for 15 different target architectures after every commit, and runs the tests for 9 of those builds.


  • New functionality testing


    Enough for a badge!

    The project MUST have a general policy (formal or not) that as major new functionality is added to the software produced by the project, tests of that functionality should be added to an automated test suite. [test_policy]
    As long as a policy is in place, even by word of mouth, that says developers should add tests to the automated test suite for major new functionality, select "Met."

    Additional tests are being added in newer versions; we try to ensure all significant new features come with their own tests.



    Enough for a badge!

    The project MUST have evidence that the test_policy for adding tests has been adhered to in the most recent major changes to the software produced by the project. [tests_are_added]
    Major functionality would typically be mentioned in the release notes. Perfection is not required, merely evidence that tests are typically being added in practice to the automated test suite when new major functionality is added to the software produced by the project.

    Compare the number of automated tests in the 3.14 release series (currently 2,617) with the number in the unreleased 3.16 series (currently 9,791). These figures can be seen on the Jenkins CI view.



    Enough for a badge!

    It is SUGGESTED that this policy on adding tests (see test_policy) be documented in the instructions for change proposals. [tests_documented_added]
    However, even an informal rule is acceptable as long as the tests are being added in practice.

    Policy is described in this wiki page.


  • Warning flags


    Enough for a badge!

    The project MUST enable one or more compiler warning flags, a "safe" language mode, or use a separate "linter" tool to look for code quality errors or common simple mistakes, if there is at least one FLOSS tool that can implement this criterion in the selected language. [warnings]
    Examples of compiler warning flags include gcc/clang "-Wall". Examples of a "safe" language mode include JavaScript "use strict" and perl5's "use warnings". A separate "linter" tool is simply a tool that examines the source code to look for code quality errors or common simple mistakes. These are typically enabled within the source code or build instructions.

    Builds using GCC and clang are compiled with the flag -Wall. Most Perl scripts in the latest versions contain use strict.



    Enough for a badge!

    The project MUST address warnings. [warnings_fixed]
    These are the warnings identified by the implementation of the warnings criterion. The project should fix warnings or mark them in the source code as false positives. Ideally there would be no warnings, but a project MAY accept some warnings (typically less than 1 warning per 100 lines or less than 10 warnings).

    Project builds on Linux using GCC currently generate single-digit numbers of warnings from a code-base of over 150,000 lines of C & C++ code.



    Barely enough for a badge.

    It is SUGGESTED that projects be maximally strict with warnings in the software produced by the project, where practical. [warnings_strict]
    Some warnings cannot be effectively enabled on some projects. What is needed is evidence that the project is striving to enable warning flags where it can, so that errors are detected early.

    The code must compile for a wide variety of targets using several different compilers. Different compilers and compiler versions generate different warnings, and it is not feasible to eliminate all of them.


 Security 16/16

  • Secure development knowledge


    Enough for a badge!

    The project MUST have at least one primary developer who knows how to design secure software. [know_secure_design]
    This requires understanding the following design principles, including the 8 principles from Saltzer and Schroeder:
    • economy of mechanism (keep the design as simple and small as practical, e.g., by adopting sweeping simplifications)
    • fail-safe defaults (access decisions should deny by default, and projects' installation should be secure by default)
    • complete mediation (every access that might be limited must be checked for authority and be non-bypassable)
    • open design (security mechanisms should not depend on attacker ignorance of its design, but instead on more easily protected and changed information like keys and passwords)
    • separation of privilege (ideally, access to important objects should depend on more than one condition, so that defeating one protection system won't enable complete access. E.G., multi-factor authentication, such as requiring both a password and a hardware token, is stronger than single-factor authentication)
    • least privilege (processes should operate with the least privilege necessary)
    • least common mechanism (the design should minimize the mechanisms common to more than one user and depended on by all users, e.g., directories for temporary files)
    • psychological acceptability (the human interface must be designed for ease of use - designing for "least astonishment" can help)
    • limited attack surface (the attack surface - the set of the different points where an attacker can try to enter or extract data - should be limited)
    • input validation with whitelists (inputs should typically be checked to determine if they are valid before they are accepted; this validation should use whitelists (which only accept known-good values), not blacklists (which attempt to list known-bad values)).
    A "primary developer" in a project is anyone who is familiar with the project's code base, is comfortable making changes to it, and is acknowledged as such by most other participants in the project. A primary developer would typically make a number of contributions over the past year (via code, documentation, or answering questions). Developers would typically be considered primary developers if they initiated the project (and have not left the project more than three years ago), have the option of receiving information on a private vulnerability reporting channel (if there is one), can accept commits on behalf of the project, or perform final releases of the project software. If there is only one developer, that individual is the primary developer.

    The core developers are software professionals with many years experience working at US DOE laboratories and similar large organizations.



    Enough for a badge!

    At least one of the project's primary developers MUST know of common kinds of errors that lead to vulnerabilities in this kind of software, as well as at least one method to counter or mitigate each of them. [know_common_errors]
    Examples (depending on the type of software) include SQL injection, OS injection, classic buffer overflow, cross-site scripting, missing authentication, and missing authorization. See the CWE/SANS top 25 or OWASP Top 10 for commonly used lists.

  • Use basic good cryptographic practices

    Note that some software does not need to use cryptographic mechanisms.

    Enough for a badge!

    The software produced by the project MUST use, by default, only cryptographic protocols and algorithms that are publicly published and reviewed by experts (if cryptographic protocols and algorithms are used). [crypto_published]
    These cryptographic criteria do not always apply because some software has no need to directly use cryptographic capabilities.

    EPICS Base does not use or contain cryptographic software.



    Enough for a badge!

    If the software produced by the project is an application or library, and its primary purpose is not to implement cryptography, then it SHOULD only call on software specifically designed to implement cryptographic functions; it SHOULD NOT re-implement its own. [crypto_call]

    Enough for a badge!

    All functionality in the software produced by the project that depends on cryptography MUST be implementable using FLOSS. [crypto_floss]

    Enough for a badge!

    The security mechanisms within the software produced by the project MUST use default keylengths that at least meet the NIST minimum requirements through the year 2030 (as stated in 2012). It MUST be possible to configure the software so that smaller keylengths are completely disabled. [crypto_keylength]
    These minimum bitlengths are: symmetric key 112, factoring modulus 2048, discrete logarithm key 224, discrete logarithmic group 2048, elliptic curve 224, and hash 224 (password hashing is not covered by this bitlength, more information on password hashing can be found in the crypto_password_storage criterion). See http://www.keylength.com for a comparison of keylength recommendations from various organizations. The software MAY allow smaller keylengths in some configurations (ideally it would not, since this allows downgrade attacks, but shorter keylengths are sometimes necessary for interoperability).


    Enough for a badge!

    The default security mechanisms within the software produced by the project MUST NOT depend on broken cryptographic algorithms (e.g., MD4, MD5, single DES, RC4, Dual_EC_DRBG) or use cipher modes that are inappropriate to the context (e.g., ECB mode is almost never appropriate because it reveals identical blocks within the ciphertext as demonstrated by the ECB penguin, and CTR mode is often inappropriate because it does not perform authentication and causes duplicates if the input state is repeated). [crypto_working]
    In many cases it's best to choose a block cipher algorithm mode designed to combine secrecy and authentication, e.g., Galois/Counter Mode (GCM) and EAX. Projects MAY allow users to enable broken mechanisms where necessary for compatibility, but then users know they're doing it.


    Enough for a badge!

    The default security mechanisms within the software produced by the project SHOULD NOT depend on cryptographic algorithms or modes with known serious weaknesses (e.g., the SHA-1 cryptographic hash algorithm or the CBC mode in SSH). [crypto_weaknesses]
    Concerns about CBC mode in SSH are discussed in CERT: SSH CBC vulnerability.


    Enough for a badge!

    The security mechanisms within the software produced by the project SHOULD implement perfect forward secrecy for key agreement protocols so a session key derived from a set of long-term keys cannot be compromised if one of the long-term keys is compromised in the future. [crypto_pfs]

    Enough for a badge!

    If the software produced by the project causes the storing of passwords for authentication of external users, the passwords MUST be stored as iterated hashes with a per-user salt by using a key stretching (iterated) algorithm (e.g., PBKDF2, Bcrypt or Scrypt). [crypto_password_storage]
    This criterion applies only when the software is enforcing authentication of users using passwords, such as server-side web applications. It does not apply in cases where the software stores passwords for authenticating into other systems (e.g., the software implements a client for some other system), since at least parts of that software must have often access to the unhashed password.


    Enough for a badge!

    The security mechanisms within the software produced by the project MUST generate all cryptographic keys and nonces using a cryptographically secure random number generator, and MUST NOT do so using generators that are cryptographically insecure. [crypto_random]
    A cryptographically secure random number generator may be a hardware random number generator, or it may be a cryptographically secure pseudo-random number generator (CSPRNG) using an algorithm such as Hash_DRBG, HMAC_DRBG, CTR_DRBG, Yarrow, or Fortuna. Examples of calls to secure random number generators include Java's java.security.SecureRandom and JavaScript's window.crypto.getRandomValues. Examples of calls to insecure random number generators include Java's java.util.Random and JavaScript's Math.random.

  • Secured delivery against man-in-the-middle (MITM) attacks


    Enough for a badge!

    The project MUST use a delivery mechanism that counters MITM attacks. Using https or ssh+scp is acceptable. [delivery_mitm]
    An even stronger mechanism is releasing the software with digitally signed packages, since that mitigates attacks on the distribution system, but this only works if the users can be confident that the public keys for signatures are correct and if the users will actually check the signature.

    Software downloads and repository access are available over HTTPS or ssh.



    Enough for a badge!

    A cryptographic hash (e.g., a sha1sum) MUST NOT be retrieved over http and used without checking for a cryptographic signature. [delivery_unsigned]
    These hashes can be modified in transit.

    GPG signatures of the download files are available over HTTPS.


  • Publicly known vulnerabilities fixed


    Enough for a badge!

    There MUST be no unpatched vulnerabilities of medium or high severity that have been publicly known for more than 60 days. [vulnerabilities_fixed_60_days]
    The vulnerability must be patched and released by the project itself (patches may be developed elsewhere). A vulnerability becomes publicly known (for this purpose) once it has a CVE with publicly released non-paywalled information (reported, for example, in the National Vulnerability Database) or when the project has been informed and the information has been released to the public (possibly by the project). A vulnerability is medium to high severity if its CVSS 2.0 base score is 4 or higher. Note: this means that users might be left vulnerable to all attackers worldwide for up to 60 days. This criterion is often much easier to meet than what Google recommends in Rebooting responsible disclosure, because Google recommends that the 60-day period start when the project is notified even if the report is not public.

    A search of the NVD for the keyword "EPICS" on 2016-06-29 returned zero results. We are not aware of any CVE's associated with EPICS.



    Enough for a badge!

    Projects SHOULD fix all critical vulnerabilities rapidly after they are reported. [vulnerabilities_critical_fixed]

    Core developers monitor the mailing lists and bug tracker and usually respond within 1-2 business days. Patches for serious issues are made available via a release-specific Known Problems webpage, e.g. http://www.aps.anl.gov/epics/base/R3-15/4-docs/KnownProblems.html


  • Other security issues


    Enough for a badge!

    The public repositories MUST NOT leak a valid private credential (e.g., a working password or private key) that is intended to limit public access. [no_leaked_credentials]
    A project MAY leak "sample" credentials for testing and unimportant databases, as long as they are not intended to limit public access.

    Source code repositories do not contain any credentials.


 Analysis 8/8

  • Static code analysis


    Enough for a badge!

    At least one static code analysis tool MUST be applied to any proposed major production release of the software before its release, if there is at least one FLOSS tool that implements this criterion in the selected language. [static_analysis]
    A static code analysis tool examines the software code (as source code, intermediate code, or executable) without executing it with specific inputs. For purposes of this criterion, compiler warnings and "safe" language modes do not count as static code analysis tools (these typically avoid deep analysis because speed is vital). Examples of such static code analysis tools include cppcheck, clang static analyzer, FindBugs (including FindSecurityBugs), PMD, Brakeman, Coverity Quality Analyzer, and HP Fortify Static Code Analyzer. Larger lists of tools can be found in places such as the Wikipedia list of tools for static code analysis, OWASP information on static code analysis, NIST list of source code security analyzers, and Wheeler's list of static analysis tools. The SWAMP is a no-cost platform for assessing vulnerabilities in software using a variety of tools. If there are no FLOSS static analysis tools available for the implementation language(s) used, select 'N/A'.

    New releases are currently being checked using the cppcheck tool. Additional or alternate tools may be substituted as we have time to experiment with them.



    Enough for a badge!

    It is SUGGESTED that at least one of the static analysis tools used for the static_analysis criterion include rules or approaches to look for common vulnerabilities in the analyzed language or environment. [static_analysis_common_vulnerabilities]

    The cppcheck tool mentioned above reports common vulnerabilities.



    Enough for a badge!

    All medium and high severity exploitable vulnerabilities discovered with static code analysis MUST be fixed in a timely way after they are confirmed. [static_analysis_fixed]
    A vulnerability is medium to high severity if its CVSS 2.0 is 4 or higher.

    The core developers aim to fix all reported vulnerabilities as soon as possible.



    Barely enough for a badge.

    It is SUGGESTED that static source code analysis occur on every commit or at least daily. [static_analysis_often]

    We plan to have our Jenkins CI server run cppcheck on every commit.


  • Dynamic code analysis


    Barely enough for a badge.

    It is SUGGESTED that at least one dynamic analysis tool be applied to any proposed major production release of the software before its release. [dynamic_analysis]
    A dynamic analysis tool examines the software by executing it with specific inputs. For example, the project MAY use a fuzzing tool (e.g., American Fuzzy Lop) or a web application scanner (e.g., OWASP ZAP or w3af). In some cases the OSS-Fuzz project may be willing to apply fuzz testing to your project. For purposes of this criterion the dynamic analysis tool needs to vary the inputs in some way to look for various kinds of problems or be an automated test suite with at least 80% branch coverage. The Wikipedia page on dynamic analysis and the OWASP page on fuzzing identify some dynamic analysis tools. The analysis tool(s) MAY be focused on looking for security vulnerabilities, but this is not required.

    TBD.



    Enough for a badge!

    It is SUGGESTED that if the software produced by the project includes software written using a memory-unsafe language (e.g., C or C++), then at least one dynamic tool (e.g., a fuzzer or web application scanner) be routinely used in combination with a mechanism to detect memory safety problems such as buffer overwrites. If the project does not produce software written in a memory-unsafe language, choose "not applicable" (N/A). [dynamic_analysis_unsafe]
    Examples of mechanisms to detect memory safety problems include Address Sanitizer (ASAN) (available in GCC and LLVM), Memory Sanitizer, and valgrind. Other potentially-used tools include thread sanitizer and undefined behavior sanitizer. Widespread assertions would also work.

    Memory allocation code has been instrumented for and is frequently tested using valgrind.



    Enough for a badge!

    It is SUGGESTED that the software produced by the project include many run-time assertions that are checked during dynamic analysis. [dynamic_analysis_enable_assertions]

    Code is liberally sprinkled with assert() statements.



    Enough for a badge!

    All medium and high severity exploitable vulnerabilities discovered with dynamic code analysis MUST be fixed in a timely way after they are confirmed. [dynamic_analysis_fixed]
    A vulnerability is medium to high severity if its CVSS 2.0 base score is 4. If you are not running dynamic code analysis and thus have not found any vulnerabilities in this way, choose "not applicable" (N/A).

    The core developers aim to fix all reported vulnerabilities as soon as possible.


 Future 8/8


These are criteria we intend to add in the near future, but are not currently required for a badge. This grace period allows projects to update to changed criteria and retain their badge as best practices improve.

Enough for a badge!

(Future criterion) The project SHOULD provide a way to easily install and uninstall the software produced by the project using a commonly-used convention. [installation_common]
Examples include using a package manager (at the system or language level), "make install/uninstall" (supporting DESTDIR), a container in a standard format, or a virtual machine image in a standard format. The installation and uninstallation process (e.g., its packaging) MAY be implemented by a third party as long as it is FLOSS.

Debian packages are available for EPICS Base and a number of related modules.



Barely enough for a badge.

(Future criterion) It is SUGGESTED that the project have a reproducible build. If no building occurs (e.g., scripting languages where the source code is used directly instead of being compiled), select "not applicable" (N/A). [build_reproducible]
A reproducible build means that multiple parties can independently redo the process of generating information from source files and get exactly the same bit-for-bit result. In some cases, this can be resolved by forcing some sort order. JavaScript developers may consider using npm shrinkwrap and webpack OccurenceOrderPlugin. GCC and clang users may find the -frandom-seed option useful. The build environment (including the toolset) can often be defined for external parties by specifying the cryptographic hash of a specific container or virtual machine that they can use for rebuilding. The reproducible builds project has documentation on how to do this.

The majority of our users build the software themselves from source anyway.



Barely enough for a badge.

(Future criterion) The software produced by the project SHOULD support secure protocols for all of its network communications, such as SSHv2 or later, TLS1.2 or later (HTTPS), IPsec, SFTP, and SNMPv3. Insecure protocols such as FTP, HTTP, telnet, SSLv3 or earlier, and SSHv1 SHOULD be disabled by default, and only enabled if the user specifically configures it. If the software produced by the project does not support network comunications, select "not applicable" (N/A). [crypto_used_network]

The Channel Access network protocol implemented in this software is unencrypted by design and this cannot be changed. Channel Access was intended for use only inside protected private networks, and many of the devices that use it could not support encryption and still perform the other duties for which they were built.



Enough for a badge!

(Future criterion) The software produced by the project SHOULD, if it supports or uses TLS, support at least TLS version 1.2. Note that the predecessor of TLS was called SSL. If the software does not use TLS, select "not applicable" (N/A). [crypto_tls12]

Enough for a badge!

(Future criterion) The software produced by the project MUST, if it supports TLS, perform TLS certificate verification by default when using TLS, including on subresources. If the software does not use TLS, select "not applicable" (N/A). [crypto_certificate_verification]

Enough for a badge!

(Future criterion) The software produced by the project SHOULD, if it supports TLS, perform certificate verification before sending HTTP headers with private information (such as secure cookies). If the software does not use TLS, select "not applicable" (N/A). [crypto_verification_private]

Barely enough for a badge.

(Future criterion) It is SUGGESTED that the project website, repository (if accessible via the web), and download site (if separate) include key hardening headers with nonpermissive values. [hardened_site]
Note that GitHub is known to meet this. Sites such as https://securityheaders.io/ can quickly check this. The key hardening headers are: Content Security Policy (CSP), HTTP Strict Transport Security (HSTS), X-Content-Type-Options (as "nosniff"), X-Frame-Options, and X-XSS-Protection.

X-Content-Type-Options was not set to "nosniff".



Barely enough for a badge.

(Future criterion) It is SUGGESTED that hardening mechanisms be used in the software produced by the project so that software defects are less likely to result in security vulnerabilities. [hardening]
Hardening mechanisms may include HTTP headers like Content Security Policy (CSP), compiler flags to mitigate attacks (such as -fstack-protector), or compiler flags to eliminate undefined behavior. For our purposes least privilege is not considered a hardening mechanism (least privilege is important, but separate).

TBD



This data is available under the Creative Commons Attribution version 3.0 license (CC-BY-3.0) per the Core Infrastructure Initiative terms of use. All are free to share and adapt the data, but must give appropriate credit. Please credit Andrew Johnson and the CII Best Practices badge contributors.

Project badge entry owned by: Andrew Johnson.
Entry created on 2016-06-28 22:37:02 UTC, last updated on 2016-12-09 22:50:45 UTC.

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