SSH – Start to Finish Architecture – The Basic Setup

Once upon a long time ago in a place not too far away, the internet was born. In its early days, people used basic protocols to interact with each other and share information. One batch of these protocols allowed people to connect remotely to another machine and either login for an interactive shell, or pass remote commands to be run for processing. These were telnet, rsh, and rlogin. There were also rcp and ftp for file transfers. All of these were great until people started needing to lock their doors at night because the neighbors got too nosey. Security became a concern, and SSH was born.

Today, most people think of OpenSSH as the defacto software for SSH services. It contains both a server component (sshd), an sftp subsystem (to replace FTP) and a few clients for handling remote logins and file transfers (ssh and scp.) The truth is, there are plenty of packages to choose from, for both server side and client side communication with these new protocols. I may cover some of these, but this series is going to start with OpenSSH as a focus simply because it is the most popular at this time. We’ll start with a basic setup, and then progress through more complex setups to cover various needs based on scale of the operation needing this kind of access arrangement.

An initial explanation of how this works is a user on workstation A wants to be able to log in remotely to server B to run some kind of work load. Remember that every SSH session is composed of pieces of information at its most basic level. A user (User_A) on a workstation or server (Workstation_A) wants to connect remotely to a server (Server_B) as some user (User_B) to run a work load. We will use these labels moving forward to describe how to configure the software for each kind of scenario we want to cover. Eventually there will be a third system involved (either LDAP, or a Certificate Authority, or both) so we’ll toss in an _C label when we get to that. For now, just remember “_A” will represent “coming from” and “_B” will represent “going to” for directionality of each session flow.

So before User_A can connect to Server_B with SSH, Server_B needs to have an SSH service running. The software can be installed from source, or it can be installed from whatever package management system your server OS supports. RPM/yum and DPKG/apt-get are common for RedHat and Debian based systems, respectively. AIX has installp/RPM. HP-UX has swinstall. Just use the appropriate software for the system you are supporting, but understand that some of the more advanced features will require newer versions of OpenSSH, so if you try something and it doesn’t work, check your server version.

Now that OpenSSH sshd has been installed via whatever means you chose, User_A needs client software. It should be the same deal, here. Use whatever package management software you choose. There is an OpenSSH client via the Cygwin project for Windows for the “follow along” when your workstation is Windows, but other clients may work better for most of these scenarios. PuTTy and its derivatives, WinSCP, MobaXTerm are all excellent Windows clients. However, when we get to certificate based connections, these may not be sufficient. Just install OpenSSH client for now on whatever platform you’re coming from, and let’s move on.

Now Workstation_A and Server_B have the software needed to make a connection. If User_A wants to connect to Server_B as User_B, a “User_B” account will need to exist on the server, or at least be a user that can authenticate (LDAP or similar.) For now we will assume local accounts are in use. So to make a connection, User_A on Workstation_A will need to know the password for User_B on Server_B. Then typing the following will allow a connection to be established (assuming the account is active and not locked.)

As User_A from a terminal prompt:
ssh User_B@Server_B

It’s that simple. This is almost not worth covering, I know. However, every post in this series will take a step toward making things work more smoothly from an operations and security perspective, so stick with me. Next week we’ll cover setting up public/private key pairs for authentication without a password.