Securosis

Research

Pragmatic Security for Cloud and Hybrid Networks: Building Your Cloud Network Security Program

This is the fourth post in a new series I’m posting for public feedback, licensed by Algosec. Well, that is if they like it – we are sticking to our Totally Transparent Research policy. I’m also live-writing the content on GitHub if you want to provide any feedback or suggestions. Click here for the first post in the series, here for post two. There is no single ‘best’ way to secure a cloud or hybrid network. Cloud computing is moving faster than any other technology in decades, with providers constantly struggling to out-innovate each other with new capabilities. You cannot lock yourself into any single architecture, but instead need to build out a program capable of handling diverse and dynamic needs. There are four major focus areas when building out this program. Start by understanding the key considerations for the cloud platform and application you are working with. Design the network and application architecture for security. Design your network security architecture including additional security tools (if needed) and management components. Manage security operations for your cloud deployments – including everything from staffing to automation. Understand Key Considerations Building applications in the cloud is decidedly not the same as building them on traditional infrastructure. Sure, you can do it, but the odds are high something will break. Badly. As in “update that resume” breakage. To really see the benefits of cloud computing, applications must be designed specifically for the cloud – including security controls. For network security this means you need to keep a few key things in mind before you start mapping out security controls. Provider-specific limitations or advantages: All providers are different. Nothing is standard, and don’t expect it to ever become standard. One provider’s security group is another’s ACL. Some allow more granular management. There may be limits on the number of security rules available. A provider might offer both allow and deny rules, or allow only. Take the time to learn the ins and outs of your provider’s capabilities. They all offer plenty of documentation and training, and in our experience most organizations limit themselves to no more than one to three infrastructure providers, keeping the problem manageable. Application needs: Applications, especially those using the newer architectures we will mention in a moment, often have different needs than applications deployed on traditional infrastructure. For example application components in your private network segment may still need Internet access to connect to a cloud component – such as storage, a message bus, or a database. These needs directly affect architectural decisions – both security and otherwise. New architectures: Cloud applications use different design patterns than apps on traditional infrastructure. For example, as previously mentioned, components are typically distributed across diverse network locations for resiliency, and tied tightly to cloud-based load balancers. Early cloud applications often emulated traditional architectures but modern cloud applications make extensive use of advanced cloud features, particularly Platform as a Service, which may be deeply integrated into a particular cloud provider. Cloud-based databases, message queues, notification systems, storage, containers, and application platforms are all now common due to cost, performance, and agility benefits. You often cannot even control the network security of these services, which are instead fully managed by the cloud provider. Continuous deployment, DevOps, and immutable servers are the norm rather than exceptions. On the upside, used properly these architectures and patterns are far more secure, cost effective, resilient, and agile than building everything yourself, but you do need to understand how they work. Data Analytics Design Pattern Example A common data analytics design pattern highlights these differences (see the last section for a detailed example). Instead of keeping a running analytics pool and sending it data via SFTP, you start by loading data into cloud storage directly using an (encrypted) API call. This, using a feature of the cloud, triggers the launch of a pool of analytics servers and passes the job on to a message queue in the cloud. The message queue distributes the jobs to the analytics servers, which use a cloud-based notification service to signal when they are done, and the queue automatically redistributes failed jobs. Once it’s all done the results are stored in a cloud-based NoSQL database and the source files are archived. It’s similar to ‘normal’ data analytics except everything is event-driven, using features and components of the cloud service. This model can handle as many concurrent jobs as you need, but you don’t have anything running or racking up charges until a job enters the system. Elasticity and a high rate of change are standard in the cloud: Beyond auto scaling, cloud applications tend to alter the infrastructure around them to maximize the benefits of cloud computing. For example one of the best ways to update a cloud application is not to patch servers, but instead to create an entirely new installation of the app, based on a template, running in parallel; and then to switch traffic over from the current version. This breaks familiar security approaches, including relying on IP addresses for: server identification, vulnerability scanning, and logging. Server names and addresses are largely meaningless, and controls that aren’t adapted for cloud are liable to be useless. Managing and monitoring security changes: You either need to learn how to manage cloud security using the provider’s console and APIs, or choose security tools that integrate directly. This may become especially complex if you need to normalize security between your data center and cloud provider when building a hybrid cloud. Additionally, few cloud providers offer good tools to track security changes over time, so you will need to track them yourself or use a third-party tool. Design the Network Architecture Unlike traditional networks, security is built into cloud networks by default. Go to any major cloud provider, spin up a virtual network, launch a server, and the odds are very high it is already well-defended – with most or all access blocked by default. Because security and core networking are so intertwined, and every cloud application has its own virtual network (or networks), the first step toward security is to work with the application team and design it into the architecture. Here are some

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.