Securosis

Research

Learn From The Military, Don’t Emulate It

I haven’t met Richard Bejtlich yet, but I have a feeling we’d get along just fine. We’re both fans of the History Channel, have backgrounds in martial arts, love the show Human Weapon (martial arts AND the History Channel!), and have a background in the military (four years on a Navy ROTC scholarship, but I ended up becoming a paramedic instead of going active duty). That said, I have to slightly disagree with his latest post where he criticizes Jay Heiser, my friend and former colleague, for being “anti-military”. As usual, I’ll be my slimy self and take a position just between my associates. I think I lived in Boulder, Colorado for too long or something – it made me go all soft. Jay’s original article discusses how we, in non-military information security, need to leave the military mindset behind. Military defense models are great for the military, and (as Richard’s post demonstrates) often contain some extremely valuable principles and techniques we can translate into non-military security. The problem with trying to follow military principles too closely is that they don’t translate well in two dimensions: The Mission: The mission of the military is dramatically different than that of most private businesses. The military is completely defined by the mission of defending the nation, from culture, to org structure, to every policy and procedure. That mission also creates a unique risk profile that doesn’t translate well to the civilian world. Sure, on the Internet we’re all targets, but when you combine the mission and risks of the military it drives policies and procedures that will be very different than what we civvies need. There’s overlap, but the devil is in the details and trying to push military models in commercial enterprises nearly always fails (unless we stick to very abstract levels, as Richard does in his post). The Culture: Human behavior doesn’t change, but one of the most powerful aspects defining behavior is culture. All organizations have a culture, whether they want it or not. I define culture as the instinctive behavior of employees; within an organization it’s what someone does without thinking. The military culture is one of the most powerful in existence, defining everything from haircut, to dress, to speech patterns. It’s been fourteen years since I left the Navy (and I was only active for summer training), and people can still tell. Civilian corporate culture is wildly divergent from military culture, and this limits the effectiveness of many military solutions to security problems. We still have a lot we can learn from the military (and law enforcement, for that matter), and shouldn’t throw out the bath water out with the baby, but we need to pay better attention to which lessons we bring over, and increase the rigor of how we translate those for private enterprises. Some examples? Defense style data classification doesn’t work outside of defense/intelligence/government. Certification and accreditation are a waste of time and resources (probably for the government as well as the rest of us, but that’s for another post). Common Criteria below EAL-5 doesn’t provide any significant value in assessing the security of a product. I’ll keep telling budding information security pros to learn history, read Sun-Tzu, familiarize themselves with the Orange book, and study military principles, but it’s equally important to show them where these models don’t work in the private sector, why, and how to translate them into something effective for us civilians. Share:

Share:
Read Post

Why I’m Not a CISS

Over at the Network Security Blog, Martin’s been doing a great job of putting the CISSP certification (Certified Information Systems Security Professional for you non-security-geeks) in proper context. I’m not the biggest fan of the CISSP any more; I think it’s outdated and commoditized. It’s no longer the gold standard of security certifications because the world around it has changed too quickly. These days, there’s no “single” security career track, and the CISSP is diluted from attempting to remain the One Ring that Certifies Them All. Not that it’s worthless. It can give a new security prospect a reasonable grounding in some of the basics. But where it used to be a Master’s (or maybe Bachelor’s) degree, it’s now a high school diploma. About 4 years ago we didn’t have many CISSPs on our team at work, and my boss suggested I give it a shot for some professional development. I took one of those week-long intensive courses, and walked out realizing that taking the test would be, for me, a waste of time. Not that I didn’t learn anything, but I’d obviously hit the point in my career where it wouldn’t give me any advantages. I wasn’t going to learn anything else by preparing for the test (except how to pass the test), and I was in a position where the CISSP after my name wouldn’t make a difference for any job I’d ever apply for. If you’re just getting started, or need it for the resume, a CISSP still has some value. In some places we’ve hit the point where not having it is more of a career obstacle than boost. That doesn’t mean it will help you do your job better. Which is sad. Edited: Almost missed Rothman’s comments on the subject; one on-point paragraph instead of my drawn out story. Sigh. Share:

Share:
Read Post

A Short Take On Why Good Security Isn’t A Competitive Advantage

Stepping between Hoff and Curphey. Consumers always lie in surveys and claim that if a company loses their credit card or other personal info, they’ll go someplace else. In reality, they almost never do. Why? The pain of switching to a different vendor/store/service/whatever is almost always greater than that of the fraud, even when there is fraud. When it comes to credit cards the only pain is that of reversing a charge. Real ID theft is a lot rarer. We also tend to assume someone tightens the ship after a big breach, making them more secure. We’re nice people, and tend to give someone a pass on the first mistake. If TJX customers started suffering fraud on a regular basis due to negligence on the part of TJX, I bet sales would drop. Your security only needs to be good enough to avoid giving your customers more pain than that of buying from someone else. Share:

Share:
Read Post
dinosaur-sidebar

Totally Transparent Research is the embodiment of how we work at Securosis. It’s our core operating philosophy, our research policy, and a specific process. We initially developed it to help maintain objectivity while producing licensed research, but its benefits extend to all aspects of our business.

Going beyond Open Source Research, and a far cry from the traditional syndicated research model, we think it’s the best way to produce independent, objective, quality research.

Here’s how it works:

  • Content is developed ‘live’ on the blog. Primary research is generally released in pieces, as a series of posts, so we can digest and integrate feedback, making the end results much stronger than traditional “ivory tower” research.
  • Comments are enabled for posts. All comments are kept except for spam, personal insults of a clearly inflammatory nature, and completely off-topic content that distracts from the discussion. We welcome comments critical of the work, even if somewhat insulting to the authors. Really.
  • Anyone can comment, and no registration is required. Vendors or consultants with a relevant product or offering must properly identify themselves. While their comments won’t be deleted, the writer/moderator will “call out”, identify, and possibly ridicule vendors who fail to do so.
  • Vendors considering licensing the content are welcome to provide feedback, but it must be posted in the comments - just like everyone else. There is no back channel influence on the research findings or posts.
    Analysts must reply to comments and defend the research position, or agree to modify the content.
  • At the end of the post series, the analyst compiles the posts into a paper, presentation, or other delivery vehicle. Public comments/input factors into the research, where appropriate.
  • If the research is distributed as a paper, significant commenters/contributors are acknowledged in the opening of the report. If they did not post their real names, handles used for comments are listed. Commenters do not retain any rights to the report, but their contributions will be recognized.
  • All primary research will be released under a Creative Commons license. The current license is Non-Commercial, Attribution. The analyst, at their discretion, may add a Derivative Works or Share Alike condition.
  • Securosis primary research does not discuss specific vendors or specific products/offerings, unless used to provide context, contrast or to make a point (which is very very rare).
    Although quotes from published primary research (and published primary research only) may be used in press releases, said quotes may never mention a specific vendor, even if the vendor is mentioned in the source report. Securosis must approve any quote to appear in any vendor marketing collateral.
  • Final primary research will be posted on the blog with open comments.
  • Research will be updated periodically to reflect market realities, based on the discretion of the primary analyst. Updated research will be dated and given a version number.
    For research that cannot be developed using this model, such as complex principles or models that are unsuited for a series of blog posts, the content will be chunked up and posted at or before release of the paper to solicit public feedback, and provide an open venue for comments and criticisms.
  • In rare cases Securosis may write papers outside of the primary research agenda, but only if the end result can be non-biased and valuable to the user community to supplement industry-wide efforts or advances. A “Radically Transparent Research” process will be followed in developing these papers, where absolutely all materials are public at all stages of development, including communications (email, call notes).
    Only the free primary research released on our site can be licensed. We will not accept licensing fees on research we charge users to access.
  • All licensed research will be clearly labeled with the licensees. No licensed research will be released without indicating the sources of licensing fees. Again, there will be no back channel influence. We’re open and transparent about our revenue sources.

In essence, we develop all of our research out in the open, and not only seek public comments, but keep those comments indefinitely as a record of the research creation process. If you believe we are biased or not doing our homework, you can call us out on it and it will be there in the record. Our philosophy involves cracking open the research process, and using our readers to eliminate bias and enhance the quality of the work.

On the back end, here’s how we handle this approach with licensees:

  • Licensees may propose paper topics. The topic may be accepted if it is consistent with the Securosis research agenda and goals, but only if it can be covered without bias and will be valuable to the end user community.
  • Analysts produce research according to their own research agendas, and may offer licensing under the same objectivity requirements.
  • The potential licensee will be provided an outline of our research positions and the potential research product so they can determine if it is likely to meet their objectives.
  • Once the licensee agrees, development of the primary research content begins, following the Totally Transparent Research process as outlined above. At this point, there is no money exchanged.
  • Upon completion of the paper, the licensee will receive a release candidate to determine whether the final result still meets their needs.
  • If the content does not meet their needs, the licensee is not required to pay, and the research will be released without licensing or with alternate licensees.
  • Licensees may host and reuse the content for the length of the license (typically one year). This includes placing the content behind a registration process, posting on white paper networks, or translation into other languages. The research will always be hosted at Securosis for free without registration.

Here is the language we currently place in our research project agreements:

Content will be created independently of LICENSEE with no obligations for payment. Once content is complete, LICENSEE will have a 3 day review period to determine if the content meets corporate objectives. If the content is unsuitable, LICENSEE will not be obligated for any payment and Securosis is free to distribute the whitepaper without branding or with alternate licensees, and will not complete any associated webcasts for the declining LICENSEE. Content licensing, webcasts and payment are contingent on the content being acceptable to LICENSEE. This maintains objectivity while limiting the risk to LICENSEE. Securosis maintains all rights to the content and to include Securosis branding in addition to any licensee branding.

Even this process itself is open to criticism. If you have questions or comments, you can email us or comment on the blog.