Securosis

Research

Advanced Endpoint and Server Protection [New Series]

Endpoint protection has become the punching bag of security. Every successful attack seems to be blamed on a failure of endpoint protection. Not that this is totally unjustified – most solutions for endpoint protection have failed to keep pace with attackers. In our 2014 Endpoint Security Buyers Guide, we discussed many of the issues around endpoint hygiene and mobility. We also explored the human element underlying many of attacks, and how to prepare your employees for social engineering attacks in Security Awareness Training Evolution. But realistically, hygiene and awareness won’t deter an advanced attacker long. We frequently say advanced attackers are only advanced as they need to be – they take the path of least resistance. But the converse is also true. When this class of adversaries needs advanced techniques they use them. Traditional malware defenses such as antivirus don’t stand much chance against a zero-day attack. So our new series, Advanced Endpoint and Server Protection, will dig into protecting devices against advanced attackers. We will highlight a number of new alternatives for preventing and detecting advanced malware, and examine new techniques and tools to investigate attacks and search for indicators of compromise within your environment. But first let’s provide some context for what has been happening with traditional endpoint protection because you need to understand the current state of AV technology for perspective on how these advanced alternatives help. AV Evolution Signature-based AV no longer works. Everyone has known that for years. It is not just because blocking a file you know is bad isn’t enough any more. But there are simply too many bad files to, and new ones crop up too quickly, for it to be possible to compare every file against a list of bad files. The signature-based AV algorithm still works as well as it ever did, but it is no longer even remotely adequate. Nor is it comprehensive enough to catch the varying types of attacks in the wild today. So the industry adapted, focusing on broadening the suite of endpoint protection technologies to include host intrusion prevention, which blocks known-bad actions at the kernel level. The industry also started sharing information across its broad customer base to identify IP addresses known to do bad things, and files which contain embedded malware. That shared information is known as threat intelligence, and can help you learn from attacks targeting other organizations. Endpoint security providers also keep adding modules to their increasingly broad and heavy endpoint protection suites. Things like server host intrusion prevention, patch/configuration management, and even full application white listing – all attempting to ensure no unauthorized executables run on protected devices. To be fair, the big AV vendors have not been standing still. They are adapting and working to broaden their protection to keep pace with attackers. But even with all their tools packaged together, it cannot be enough. It’s software and it will never be perfect or defect-free. Their tools will always be vulnerable and under attack. We need to rethink how we do threat management as an industry, in light of these attacks and the cold hard reality that not all of them can be stopped. We have been thinking about what the threat management process will come to look like. We presented some ideas in the CISO’s Guide to Advanced Attackers, but that was focused on what needs to happen to respond to an advanced attack. Now we want to document a broader threat management process, which we will refine through 2014. Threat Management Reimagined Threat management is a hard concept to get your arms around. Where does it start? Where does it end? Isn’t threat management really just another way of describing security? Those are hard questions without absolute answers. For the purposes of this research, threat management is about dealing with an attack. It’s not about compliance, even though most mandates are responses to attacks that happened 5 years ago. It’s not really about hygiene – keeping your devices properly configured and patched is good operational practices, not tied to a specific attack. It’s not about finding resources to actually execute on these plans, nor is it an issue of communicating the value of the security team. Those are all responsibilities of the broader security program. Threat management is a subset of the larger security program – typically the most highly visible capability. So let’s explain how we think about threat management (for the moment, anyway) and let you pick it apart. Assessment: You cannot protect what you don’t know about – that hasn’t changed. So the first step is gaining visibility into all devices, data sources, and applications that present risk to your environment. And you need to understand the current security posture of anything to protect. Prevention: Next you try to stop an attack from being successful. This is where most of the effort in security has been for the past decade, with mixed (okay, lousy) results. A number of new tactics and techniques are modestly increasing effectiveness, but the simple fact is that you cannot prevent every attack. It has become a question of reducing your attack surface as much as practical. If you can stop the simplistic attacks, you can focus on the more advanced ones. Detection: You cannot prevent every attack, so you need a way to detect attacks after they get through your defenses. There are a number of different options for detection – most based on watching for patterns that indicate a compromised device. The key is to shorten the time between when the device is compromised and when you discover it has been compromised. Investigation: Once you detect an attack you need to verify the compromise and understand what it actually did. This typically involves a formal investigation, including a structured process to gather forensic data from devices, triage to determine the root cause of the attack, and searching to determine how broadly the attack has spread within your environment. Remediation: Once you understand what happened you can put a

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.