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Endpoint Security Management Buyer’s Guide: Platform Buying Considerations

As we wrap up the Endpoint Security Management Buyer’s Guide, we have already looked at the business impact of managing endpoint security and the endpoint security management lifecycle, and dug into the periodic controls (patch and configuration management) and ongoing controls (device control and file integrity monitoring). We have alluded to the platform throughout the posts, but what exactly does that mean? What do you need the platform to do? Platform Selection As with most other technology categories (at least in security), the management console (or ‘platform’, as we like to call it) connects the sensors, agents, appliances, and any other security controls. Let’s list the platform capabilities you need. Dashboard: The dashboard provides the primary exposure to the technology, so you will want to have user-selectable elements and defaults for technical and non-technical users. You will want to be able to only show certain elements, policies, and/or alerts to authorized users or groups, with the entitlements typically stored in the enterprise directory. Nowadays with the state of widget-based interface design, you can expect a highly customizable environment, letting each user configure what they need and how they want to see it. Discovery: You can’t protect an endpoint (or any other device, for that matter) if you don’t know it exists. So once you get past the dashboard, the first key feature of the platform is discovery. The enemy of the security professional is surprise, so make sure you know about new devices as quickly as possible – including mobile devices. Asset Repository Integration: Closely related to discovery is the ability to integrate with an enterprise asset management system/CMDB to get a heads-up whenever a new device is provisioned. This is essential for monitoring and enforcing policies. You can learn about new devices proactively via integration or reactively via discovery. But either way you need to know what’s out there. Alert Management: A security team is only as good as its last incident response, so alert management is key. This allows administrators to monitor and manage policy violations which could represent a breach. Time is of the essence during any response, so the ability to provide deeper detail via drill down and send information into an incident response process is critical. The interface should be concise, customizable, and easy to read at a glance – response time is critical. When an administrator drills down into an alert the display should cleanly and concisely summarize the reason for the alert, the policy violated, the user(s) involved, and any other information helpful for assessing the criticality and severity of the situation. This is important so we will dig deeper later. Policy Creation and Management: Alerts are driven by the policies you implement in the system, so policy creation and management is also critical. We will delve further into this later. System Administration: You can expect the standard system status and administration capabilities within the platform, including user and group administration. Keep in mind that for a larger more distributed environment you will want some kind of role-based access control (RBAC) and hierarchical management to manage access and entitlements for a variety of administrators with varied responsibilities within your environment. Reporting: As we mentioned when discussing the specific controls, compliance tends to funding and drive these investments, so substantiating their efficacy is necessary. Look for a mixture of customizable pre-built reports and tools to facilitate ad hoc reporting – both at the specific control level and across the entire platform. In light of the importance of managing your policy base and dealing with the resulting alerts – which could represent attacks and/or breaches – let’s go deeper into each of those functions. Policy Creation and Management Once you know what endpoint devices are out there, assessing their policy compliance (and remediating as necessary) is where the platform provides value. The resource cost to validate and assess each alert makes filtering relevant alerts becomes critical for successful endpoint security management. So policy creation and management can be the most difficult part of managing endpoint security. The policy creation interface should be accessible to both technical and non-technical users, although creation of heavily customized policies almost always requires technical skill. For policy creation the system should provide some baselines to get you started. For patching you might start with a list of common devices and then configure the assessment and patching cycles accordingly. This works for the other controls as well. Every environment has its own unique characteristics but the platform vendor should provide out-of-the-box policies to make customization easier and faster. All policies should be usable as templates for new policies. We are big fans of wizards to walk administrators through this initial setup process, but more sophisticated users need an “Advanced” tab or equivalent to set up more granular policies for more sophisticated requirements. Not all policies are created equal, so the platform should be able to grade the sensitivity of each alert and support severity thresholds. Most administrators tend to prefer interfaces that use clear, graphical layouts for policies – preferably with an easy-to-read grid showing the relevant information for each policy. The more complex a policy the easier it is to create internal discrepancies or accidentally define an incorrect remediation. Remember that every policy needs some level of tuning, and a good tool will enable you to create a policy in test mode to see how it would react in production, without firing all sorts of alerts or requiring remediation. Alert Management Security folks earn their keep when bad things happen. So you will want all your tools to accelerate and facilitate the triage, investigation, root cause analysis, and process in which you respond to alerts. On a day to day basis admins will spend most of their time working through the various alerts generated by the platform. So alert management/workflow is the most heavily used part of the endpoint security management platform. When assessing the alert management capabilities of any product or service, first evaluate them in terms of supporting

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