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Michael S. Mimoso, Editorial DirectorOne of the most innovative and insidious creations of malware propagators has undoubtedly been the advent of metamorphic malware. To understand the concept -- and its cousin, polymorphic malware -- requires a basic understanding of underlying malware encryption techniques. In the simplest of models, an encrypted virus consists of a virus decryption routine (VDR) and an encrypted virus body (EVB). Execution of an infected application enables the VDR to decrypt the EVB, which in turn causes the virus to perform its intended function. In the propagation phase, the virus is re-encrypted and appended onto another host application. A new key is randomly generated with each copy, thus altering the appearance of the code. However, the VDR remains constant and this is its inherent weakness, resulting in detection via signature recognition.
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Evolving from the deficiencies of polymorphism, metamorphic malware brought virus mutation to the next level. Instead of mutating the EVB and reapplying a cryptographic cover, metamorphism employs the ME to transform the virus itself. Using a disassembly phase, the code is represented as a meta-language that characterizes its end function, disregarding how the code achieves this function. Thus, after analysis, code morphing and reassembling, the end result is new code that bears no resemblance to its original syntax, yet it's functionally the same.
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While no definitive all-encompassing detection methodologies exist for this continually evolving class of malware, identification is possible. Metamorphism reveals its inherent weakness in its need for self-analysis. As an entity, it can analyze its own code, thus theoretically it can be analyzed by other programs. Effective methods have been developed using emulation techniques to heuristically examine the post-morphed function of the code. Furthermore, research in methods such as automated replication systems, similarity indices, geometric analysis, and tracing emulators continue to grow. Despite the advancements in detection and prevention, virus writers are creating more sophisticated and efficient mutation engines and new obfuscation techniques. Until a method for definitive identification is developed, new forms of metamorphic code will continue to propagate and pose a challenge for the security community.
Protection from any type of metamorphic malware is best addressed by blended threat management platforms using a multi-layered approach. Antivirus software, updated frequently, remote access restrictions and compliance monitoring should be employed at the server and end-user levels. Network and personal firewalls should have any unused service ports shut down. Email servers should employ content filters and file scanning. Finally, any corporate setting should develop, maintain and enforce a well-defined and effective set of security policies. In extreme situations, when dealing with highly sensitive data, extra security measures such as real-time emulation analysis and specialized network segmentation may be considered.
About the author:
Noah Schiffman is a reformed former black-hat hacker who has spent nearly a quarter century penetrating the defenses of Fortune 500 companies. Today he works as an independent IT security consultant specializing in risk assessment, pen testing, cryptography and digital forensics, predictive analysis models, security metrics and corporate security policy. He holds degrees in psychology and mechanical engineering, as well as a doctorate in medicine from the Medical University of South Carolina. Schiffman is based in Charleston, S.C.
This was first published in August 2007