Securosis

Research

Securing Cloud Data with Virtual Private Storage

For a couple of weeks I’ve had a tickler on my to do list to write up the concept of virtual private storage, since everyone seems all fascinated with virtualization and clouds these days. Luck for me, Hoff unintentionally gave me a kick in the ass with his post today on EMC’s ATMOS. Not that he mentioned me personally, but I’ve had “baby brain” for a couple of months now and sometimes need a little external motivation to write something up. (I’ve learned that “baby brain” isn’t some sort of lovely obsession with your child, but a deep seated combination of sleep deprivation and continuous distraction). Virtual Private Storage is a term/concept I started using about six years ago to describe the application of encryption to protect private data in shared storage. It’s a really friggin’ simple concept many of you either already know, or will instantly understand. I didn’t invent the architecture or application, but, as foolish analysts are prone to, coined the term to help describe how it worked. (Not that since then I’ve seen the term used in other contexts, so I’ll be specific in my meaning). Since then, shared storage is now called “the cloud”, and internal shared storage an “internal private cloud”, while outsourced storage is some variant of “external cloud”, which may be public or private. See how much simpler things get over time? The concept of Virtual Private Storage is pretty simple, and I like the name since it ties in well with Virtual Private Networks, which are well understood and part of our common lexicon. With a VPN we secure private communications over a public network by encrypting and encapsulating packets. The keys aren’t ever stored in the packets, but on the end nodes. With Virtual Private Storage we follow the same concept, but with stored data. We encrypt the data before it’s placed into the shared repository, and only those who are authorized for access have the keys. The original idea was that if you had a shared SAN, you could buy a SAN encryption appliance and install it on your side of the connection, protecting all your data before it hits storage. You manage the keys and access, and not even the SAN administrator can peek inside your files. In some cases you can set it up so remote admins can still see and interact with the files, but not see the content (encrypt the file contents, but not the metadata). A SaaS provider that assigns you an encryption key for your data, then manages that key, is not providing Virtual Private Storage. In VPS, only the external end-nodes which access the data hold the keys. To be more specific, as with a VPN, it’s only private if only you hold your own keys. It isn’t something that’s applicable in all cloud manifestations, but conceptually works well for shared storage (including cloud applications where you’ve separated the data storage from the application layer). In terms of implementation there are a number of options, depending on exactly what you’re storing. We’ve seen practical examples at the block level (e.g., a bunch of online backup solutions), inline appliances (a weak market now, but they do work well), software (file/folder), and application level. Again, this is a pretty obvious application, but I like the term because it gets us thinking about properly encrypting our data in shared environments, and ties well with another core technology we all use and love. And since it’s Monday and I can’t help myself, here’s the obligatory double-entendre analogy. If you decide to… “share your keys” at some sort of… “key party”, with a… “partner”, the… “sanctity” of your relationship can’t be guaranteed and your data is “open”. Share:

Share:
Read Post

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.