Securosis

Research

Monitoring the Hybrid Cloud: Solution Architectures

The good old days: Monitoring employees on company-owned PCs, accessing the company data center across corporate networks. You knew where everything was, and who was using it. And the company owned it all, so you could pretty much dictate where and how you performed security monitoring. With cloud and mobile? Not so much. To take advantage of cloud computing you will need to embrace new approaches to collecting event data if you hope to continue security monitoring. The sources, and the information they contain, are different. Equally important – although initially more subtle – is how to deploy monitoring services. Deployment architectures are critical to deploying and scaling any Security Operations Center; defining how you manage security monitoring infrastructure and what event data you can capture. Furthermore, how you deploy the SOC platform impacts performance and data management. There are a variety of different architectures, intended to meet the use cases outlined in our last post. So now we can focus on alternative ways to deploy collectors in the cloud, and the possibility of using a cloud security gateway as a monitoring point. Then we will take a look at the basic cloud deployment models for a SOC architected to monitor the hybrid cloud, focusing on how to manage pools of event data coming from distributed environments – both inside and outside the organization. Data collection strategies API: Automated, elastic, and self-service are all intrinsic characteristics for cloud computing. Most cloud service providers offer a management dashboard for convenience (and unsophisticated users), but advanced cloud features are typically exposed only via scripts and programs. Application Programming Interfaces (APIs) are the primary interfaces to cloud services; they are essential for configuring a cloud environment, configuring and activating monitoring, and gathering data. These APIs can be called from any program or service, running either on-premise or within a cloud environment. So APIs are the cloud equivalent to platform agents, providing many of the same capabilities in the cloud where a ‘platform’ becomes a virtualized abstraction and a traditional agent wouldn’t really work. API calls return data in a variety of ways, including the familiar syslog format, JSON files, and even various formats specific to different cloud providers. Regardless, aggregating data returned by API calls is a new key source of information for monitoring hybrid clouds. Cloud Gateways: Hybrid cloud monitoring often hinges on a gateway – typically an appliance deployed at the ‘edge’ of the network to collect events. Leveraging the existing infrastructure for data management and SOC interfaces, this approach requires all cloud usage to first be authenticated to the cloud gateway as a choke point; after inspection, traffic is passed on to the appropriate cloud service. The resulting events are then passed to event collection services, comparable to on-premise infrastructure. This enables tight integration with existing security operations and monitoring platforms, and the initial authentication allows all resource requests to be tied to specific user credentials. Cloud 2 Cloud: A newer option is to have one cloud service – in this case a monitoring service – act as a proxy to another cloud service; tapping into user requests and parsing out relevant data, metadata, and application calls. Similarly to using a managed service for email security, traffic passes through a cloud provider to parse incoming requests before they are forwarded to internal or cloud applications. This model can incorporate mobile devices and events – which otherwise never touch on-premise networks – by passing their traffic through an inspection point before they reach cloud service providers such as Salesforce and Microsoft Azure. This enables the SOC to provide real-time event analysis and alert on policy violations, with collected events forwarded to the SOC (either on-premise or in the cloud) for storage. In some cases by proxying traffic these services can also add additional security – such as checks against on-premise identity stores, to ensure employees are still employed before granting access to cloud resources. App Telemetry: Like cloud providers, mobile carriers, mobile OS providers, and handset manufacturers don’t provide much in the way of logging capabilities. Mobile platforms are intended to be secured from outsiders and not leak information between apps. But we are beginning to see mobile apps developed specifically for corporate use, as well as company-specific mobile app containers on devices, which send basic telemetry back to the corporate customer to provide visibility into device activity. Some telemetry feeds include basic data about the device, such as jailbreak detection, while others append user ‘fingerprints’ to authorize requests for remote application access. These capabilities are compiled into individual mobile apps or embedded into app containers which protect corporate apps and data. This capability is very new, and will eventually help to detect fraud and misuse on mobile endpoints. Agents: You are highly unlikely to deploy agentry in SaaS or PaaS clouds; but there are cases where agents have an important role to play in hybrid clouds, private clouds, and Infrastructure as a Service (IaaS) clouds – generally when you control the infrastructure. Because network architecture is virtualized in most clouds, agents offer a way to collect events and configuration information when traditional visibility and taps are unavailable. Agents also call out to cloud APIs to check application deployment. Supplementary Services: Cloud SOCs often rely on third-party intelligence feeds to correlate hostile acts or actors attacking other customers, helping you identify and block attempts to abuse your systems. These are almost always cloud-based services that provide intelligence, malware analysis, or policies based on a broader analysis of data from a broad range of sites and data in order to detect unwanted behavior patterns. This type of threat intelligence supplements hybrid SOCs and helps organizations detect potential attacks faster, but it is not itself a SOC platform. You can refer to our other threat intelligence papers to dig deeper into this topic. (link to threat intel research) Deployment Strategies The following are all common ways to deploy event collectors, monitoring systems, and operations centers to support security monitoring: On-premise: We will forgo

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.