How Florida School District Tames the Wild West of Education Security at Scale and On Budget

Transcript of a discussion about how a large public school system creates a new culture of computing safety at low cost and high scale. 

Listen to the podcast. Find it on iTunes. Get the mobile app. Download the transcript. Sponsor: Bitdefender.

Dana Gardner: Welcome to the next edition of BriefingsDirect. I’m Dana Gardner, Principal Analyst at Interarbor Solutions, your host and moderator.

Bringing a central IT focus to large public school systems has always been a challenge, but bringing a security focus to thousands of PCs and devices has been compared to bringing law and order to the Wild West.

For the Clay County School District in Florida, a team of IT administrators is grabbing the bull by the horns nonetheless to create a new culture of computing safety -- without breaking the bank.

Today's BriefingsDirect security insight’s discussion examines how Clay County is building a secure posture for their edge, network, and data centers while allowing the right mix and access for exploration necessary in an educational environment.

To learn how to ensure that schools are technically advanced and secure at low cost and at high scale, please join me now in welcoming Jeremy Bunkley, Supervisor of the Clay County School District Information and Technology Services Department.

Jeremy Bunkley: Pleasure to speak with you today, Dana.

Skipper

Gardner: We are also here with Jon Skipper, Network Security Specialist at the Clay County School District.

Jon Skipper: Thanks, Dana. I appreciate it.

Gardner: Lastly, we are here with Rich Perkins, Coordinator for Information Services at the Clay County School District.

Rich Perkins: Thanks, Dana. Good to be here.

Gardner: Jeremy, what's been the biggest challenge to improving security, compliance, and risk reduction there at the school district?

Change is hard

Bunkley: I think the answer actually scales across the board. The problem even bridges into businesses. It’s the culture of change -- of making people recognize security as a forethought, instead of an afterthought. It has been a challenge in education, which can be a technology laggard.

Getting people to start the recognition process of making sure that they are security-aware has been quite the battle for us. I don’t think it’s going to end anytime soon. But we are starting to get our key players on board with understanding that you can't clear-text Social Security numbers and credit card numbers and personally identifiable information (PII). It has been an interesting ride for us, let’s put it that way.

Gardner: Jon, culture is such an important part of this, but you also have to have tools and platforms in place to help give reinforcement for people when they do the right thing. Tell us about what you have needed on your network, and what your technology approach has been?

Education is one of those weird areas where the software development has always been lacking in the security side of the house.

Skipper: Education is one of those weird areas where the software development has always been lacking in the security side of the house. It has never even been inside the room. So one of the things that we have tried to do in education, at least with the Clay County School District, is try to modify that view, with doing change management. We are trying to introduce a security focus. We try to interject ourselves and highlight areas that might be a bad practice.

One of our vendors uses plain text for passwords, and so we went through with them and showed them how that’s a bad practice, and we made a little bit of improvement with that.

I evaluate our policies and how we manage the domains, maybe finding some stuff that came from a long time ago where it's no longer needed. We can pull the information out, whereas before they put all the Social Security numbers into a document that was no longer needed. We have been trying really hard to figure that stuff out and then to try and knock it down, as much as we can.

Access for all, but not all-access

Gardner: Whenever you are trying to change people's perceptions, behaviors, culture, it’s useful to have both the carrot and a stick approach.

So to you Rich, what's been working in terms of a carrot? How do you incentivize people? What works in practice there?

Perkins: That's a tough one. We don't really have a carrot that we use. We basically say, “If you are doing the wrong things, you are not going to be able to use our network.”  So we focus more on negatives.

Perkins

The positives would be you get to do your job. You get to use the Internet. We don't really give them something more. We see security as directly intertwined with our customer service. Every person we have is our customer and our job is to protect them -- and sometimes that's from themselves.

Either you are a student and you get this level of access, or you are a staff member, you get this level of access, or you don't get access.

So we don't really have a carrot-type of system. We don't allow students to play games if they have no problems. We give everybody the same access and treat everybody the same. Either you are a student and you get this level of access, or you are a staff member, you get this level of access, or you don't get access.

Gardner: Let’s get background on the Clay County School District. Tell us how many students you have, how many staff administrators, the size and scope of your school district?

Bunkley: Our school district is the 22nd largest in Florida, we are right on the edge of small and medium in Florida, which in most districts is a very large school district. We run about 38,500 students.

And as far as our IT team, which is our student information system, our Enterprise Resource Planning (ERP) system, security, down to desktop support, network infrastructure support, our web services, we have about 48 people total in our department.

Our scope is literally everything. For some reason IT means that if it plugs into a wall, we are responsible for it. That's generally a true statement in education across the board, where the IT staff tends to be a Jack-of-all-trades, and we fix everything.

Practical IT

Gardner: Where you are headed in terms of technology? Is there a one-to-one student-to-device ratio in the works? What sort of technology do you enable for them?

Bunkley: I am extremely passionate about this, because the one-to-one scenario seems to be the buzzword, and we generally despise buzzwords in this office and we prefer a more practical approach.

The idea of one-to-one is itself to me flawed, because if I just throw a device in a student's hand, what am I actually doing besides throwing a device in a student's hand? We haven't trained them. We haven’t given them the proper platform. All we have done is thrown technology.

Kids today know how to use social media, not technology. They are not production-driven, they are socially driven.

And when I hear the terms, well, kids inherently know how to use technology today; it kind of just bothers me, because kids inherently know how to use social media, not technology. They are not production-driven, they are socially driven, and that is a sticking point with me.

We are in fact moving to a one-to-one, but in a nontraditional sense. We have established a one-to-one platform so we can introduce a unified platform for all students and employees to see through a portal system; we happen to use ClassLink, there are various other vendors out there, that’s just the one we happen to use.

We have integrated that in moving to Google Apps for Education and we have a very close relationship with Google. It’s pretty awesome, to be quite honest with you.

So we are moving in the direction of Chromebooks, because it’s just a fiscally more responsible move for us.

I know Microsoft is coming out with Windows 10 S, it’s kind of a strong move on their part. But for us, just because we have the expertise on the Google Apps for Education, or G Suite, it just made a lot of sense for us to go that direction.

So we are moving in one-to-one now with the devices, but the device is literally the least important -- and the last -- step in our project.

Non-stop security, no shenanigans

Gardner: Tell us about the requirements now for securing the current level of devices, and then for the new one. It seems like you are going to have to keep the airplane flying while changing the wings, right? So what is the security approach that works for you that allows for that?

Skipper: Clay County School District has always followed trends as far as devices go. So we actually have a good mixture of devices in our network, which means that no one solution is ever the right solution.

We have a good mixture of devices in our network, so no solution is ever the right solution.

So, for example, we still have some iPads out in our networks, we still have some older Apple products, and then we have a mixture of Chromebooks and also Windows devices. We really need to make sure that we are running the right security platform for the full environment.

As we are transitioning more and more to a take-home philosophy -- and that’s where we as an IT department are seeing this going – so that if the decision is made to make the entire student population go home, we are going to be ready to go.

We have coordinated with our content filter company, and they have some extensions that we can deploy that lock the Chromebooks into a filter situation regardless of their network. That’s been really successful in identifying, maybe blocking students, from those late-night searches. We have also been able to identify some shenanigans that might be taking place due to some interesting web searches that they might do over YouTube, for example. That’s worked really well.

Our next objective is to figure out how to secure our Windows devices and possibly even the Mac devices. While our content filter does a good job as far as securing the content on the Internet, it’s a little bit more difficult to deploy into a Windows device, because users have the option of downloading different Internet browsers. So, content filtering doesn’t really work as well on those.

I have deployed Bitdefender to my laptops, and also to take-home Apple products. That allows me to put in more content filtering, and use that to block people from malicious websites that maybe the content filter didn’t see or was unable to see due to a different browser being used.

In those aspects we definitely are securing our network down further than it ever has been before.

Block and Lock

Perkins: With Bitdefender, one of the things we like is that if we have those devices go off network, we can actually have it turn on the Bitdefender Firewall that allows us to further lock down those machines or protect them if they are in an open environment, like at a hotel or whatever, from possible malicious activity.

And it allows us to block executables at some point. So we can actually go in and say, “No, I don’t want you to be able to run this browser, because I can’t do anything to protect you. Or I can’t watch what you do, or I can’t keep you from doing things you shouldn’t do.” So those are all very useful tools in a single pane of glass that we can see all of those devices at one time and monitor and manage. It saves us a lot of time.

We aim to defend our internal network while you are here and our network will extend directly down into the student and teacher's home.

Bunkley: I would follow up on that with a base concept, Dana, and our base concept is of an external network. We come from the concept of, we are an everywhere network. We are not only aiming to defend our internal network while you are here and maybe do some stuff while you are at our house, we are literally an externally built network, where our network will extend directly down into the student and teacher’s home.

We have gone as far as moving everything we physically can out of this network, right down to our firewall. We are moving our domain controllers, external to the network to create literally an everywhere network. And so our security focus is not just internal, it is focused on external first, then internal.

Gardner: With security products, what have you been using, what wasn't working, and where do you expect to go next given those constraints?

No free lunch

Perkins: Well, we can tell you that “free” is not always the best option; as a matter of fact, it’s almost never a good option, but we have had to deal with it.

We were previously using an antivirus called Avast, and it’s a great home product. We found out that it has not been the best business-level product. It’s very much marketed to education, and there are some really good things about it. Transferring away from it hasn’t been the easiest because it’s next to impossible to uninstall. So we have been having some problems with that.

We have also tested some other security measures and programs along the way that haven’t been so successful. And we are always in the process of evaluating where we are. We are never okay with status quo. Even if we achieve where we want to be, I don't think any of us will be satisfied, and that’s actually something that a lot of this is built on -- we always want to go that step further. And I know that’s cliché, but I would say for an institution of this size, the reason we are able to do some of the stuff is the staff that has been assembled here is second to none for an educational institution.

So even in the processes that we have identified, which were helter-skelter before we got here, we have some more issues to continue working out, but we won’t be satisfied with where we are even if we achieve the task.

Skipper: One of the things that our office actually hates is just checking the box on a security audit. I mean, we are very vocal to the auditors when they come in. We don’t do things just to satisfy their audit. We actually look at the audit and we look at the intent of the question and if we find merit in it, we are going to go and meet that expectation and then make it better. Audits are general. We are going to exceed and make it a better functioning process than just saying, “Yes, I have purchased an antivirus product,” or “I have purchased x.” To us that’s unacceptable.

Bunkley: Audits are a good thing, and nobody likes to do them because they are time-consuming. But you do them because they are required by law, for our institution anyways. So instead of just having a generic audit, where we ignore the audit, we have adopted the concept of the audit as a very useful thing for us to have as a self-reflection tool. It’s nice to not have the same set of eyes on your work all the time. And instead of taking offense to someone coming in and saying, “You are not doing this good enough,” we have literally changed our internal culture here, audits are not a bad thing; audits are a desired thing.

Gardner: Let’s go around the table and hear how you began your journey into IT and security, and how the transition to an educational environment went.

IT’s the curriculum

Education is to educate children, so we have decided to go to instruction, professional development.

Bunkley: I started in the banking industry. Those hours were crazy and the pressure was pretty high. So as soon as I left that after a year, I entered education, and honestly, I entered education because I thought the schedule was really easy and I kind of copped out on that. Come to find out, I am working almost as many hours, but that’s because I have come to love it.

This is my 17^th year in education, so I have been in a few districts now. Wholesale change is what I have been hired to do, that’s also what I was hired here to do in Clay. We want to change the culture, make IT part of the instruction instead of a separate segment of education.

We have to be interwoven into everything, otherwise we are going to be on an island, and the last time I heard the definition of education is to educate children. So IT can never by itself be a high-functioning department in education. So we have decided instead to go to instruction, and go to professional development, and go to administration and intervene ourselves.

Gardner: Jon, tell us about your background and how the transition has been for you.

Skipper: I was at active-duty Air Force until 2014 when I retired after 20 years. And then I came into education on the side. I didn’t really expect this job, wasn’t mentally searching for it. I tried it out, and that was three years ago.

It’s been an interesting environment. Education, and especially a small IT department like this one, is one of those interesting places where you can come and really expand on your weak areas. So that’s what I actually like about this. If I need to practice on my group policy knowledge, I can dive in there and I can affect that change. Overall this has been an effective change, totally different from the military, a lot looser as far as a lot of things go, but really interesting.

Gardner: Rick, same question to you, your background and how did the transition go?

Perkins: I spent 21 years in the military, I was Navy. When I retired in 2010, I actually went to work for a smaller district in education mainly because they were the first one to offer me a job. In that smaller district, just like here, we have eight people doing operations, and we have this big department. Jeremy understands from where he came from. It was pretty much me doing every aspect of it, so you do a little security, you do a little bit of everything, which I enjoyed because you are your own boss, but you are not your own boss.

You have to be flexible because education is not the military, so you can't be that stringent. That's a challenge.

You still have people residing over you and dictating how you are going to work, but I really enjoyed the challenge. Coming from IT security in the military and then coming into education, it’s almost a role reversal where we came in and found next to no policies.

I am used to a black-and-white world. So we are trying to interject some of that and some of the security best practices into education. You have to be flexible because education is not the military, so you can’t be that stringent. So that’s a challenge.

Gardner: What are you using to put policies in place enforce them? How does that work?

Policy plans

Perkins: From a [Microsoft] Active Directory side, we use group policy like most people do, and we try and automate it as much as we can. We are switching over, on the student side, very heavily to Google. They effectively have their own version of Active Directory with group policy. And then I will let Jon speak more to the security side though we have used various programs like PDQ for our patch management system that allows us to push out stuff. We use some logging systems with ManageEngine. And then as we have said before we use Bitdefender to push a lot of policy and security out as well, and we've been reevaluating some other stuff.

One of the first things we did was identify what we can lock down, and the easiest one was the filter.

We also use SolarWinds to monitor our network and we actually manage changes to our network and switching using SolarWinds, but on the actual security side, I will let Jon get more specific for you.

Skipper: When we came in … there was a fear of having too much in policy equated to too much auditing overhead. One of the first things we did was identify what we can lock down, and the easiest one was the filter.

The content filter met such stipulations as making sure adult material is not acceptable on the network. We had that down. But it didn't really take into account the dynamic of the Internet as far as sites are popping up every minute or second, and how do you maintain that for unclassified and uncategorized sites?

So one of the things we did was we looked at a vendor, like, okay, does this vendor have a better product for that aspect of it, and we got that working, I think that's been working a lot better. And then we started moving down, we were like, okay, cool, so now we have content filtering down, luckily move on to active network, actually not about finding someone else who is doing it, and borrowing their work and making their own.

We look into some of the bigger school districts and see how they are doing it. I think Chicago, Los Angeles. We both looked at some of their policies where we can find it. I found a lot of higher education in some of the universities. Their policies are a lot more along the lines of where we want to be. I think they have it better than what some of the K-12s do.

So we have been going through there and we are going to have to rewrite policy – we are in an active rewrite of our policies right now, we are taking all of those in and we are looking at them, and we are trying to figure out which ones work in our environment and then make sure we do a really good search and replace.

Gardner: We have talked about people, process and technology. We have heard that you are on a security journey and that it’s long-term and culturally oriented.

Let's look at this then as to what you get when you do it right, particularly vis-à-vis education. Do you have any examples of where you have been able to put in the right technology, add some policy and process improvements, and then culturally attune the people? What does that get for you? How do you turn a problem student into a computer scientist at some point? Tell us some of the examples of when it works, what it gets you.

Positive results

Skipper: When we first got in here, we were a Microsoft district. We had some policies in place to help prevent data loss, and stuff like that.

One of the first things we did is review those policies and activate them, and we started getting some hits. We were surprised at some of hits that we saw, and what we saw going out. We already knew we were moving to the Google networks, continuing the process.

As far as taking a student who may be on the wrong path and reeducating them, Bitdefender has helped.

We researched a lot and one of the things we discovered is that just by a minor tweak in a user’s procedures, we were able to identify that we could introduce that user to and get them used to using email encryption, for example. With the Gmail solution, we are able to add an extension, and that extension actually looks at their email as it goes out and finds keywords -- or it may be PII -- and automatically encrypt the email, preventing those kinds of breaches from going out there. So that’s really been helpful.

As far as taking a student who may be on the wrong path and reeducating them and bringing them back into the fold, Bitdefender has actually helped out on that one.

We had a student a while back who went out to YouTube and find out how he could just do a simple search on how to crash the school network, and he found about five links. And he researched those links and went out there and found that this batch filed with this type will crash a school server.

He was able to implement it and started trying to get that attack out there, and Bitdefender was able to actually go out there and see the batch file, see what it did and prevent it. By quarantining the file, I was able to get that reported very quickly from the moment that he introduced the attack, and it identified the student and we were able to sit down with the administrators and talk to the student about that process and educate them on the dangers of actually attacking a school network and the possible repercussions of it.

Gardner: It certainly helps when you can let them know that you are able to track and identify those issues, and then trace them back to an individual. Any other anecdotes about where the technology process and people have come together for a positive result?

Applied IT knowledge for the next generation

A high-school student can graduate and walk away with a CCNA, which is a major industry certification.

Skipper: One of the things that’s really worked well for the school district is what we call Network Academy. It’s taught by one of our local retired master chiefs, and he is actually going in there and teaching students at the high school level how to go as far as earning a Cisco Certified Network Associate (CCNA)-level IT certificate.

If a student comes in and they try hard enough, they will actually figure it out and they can leave when they graduate with a CCNA, which is pretty awesome. A high school student can walk away with a pretty major industry certification.

We like to try and grab these kids as soon as they leave high school, or even before they leave high school, and start introducing them to our network. They may have a different viewpoint on how to do something that’s revolutionary to us.

But we like having that aspect of it, we can educate those kids who are coming in and  getting their industry certifications, and we are able to utilize them before they move on to a college or another job that pays more than we do.

Bunkley: Charlie Thompson leads this program that Jon is speaking of, and actually over half of our team has been through the program. We didn’t create it, we have just taken advantage of the opportunity. We even tailor the classes to some of the specific things that we need. We have effectively created our own IT hiring pipeline out of this program.

Gardner: Next let’s take a look to the future. Where do you see things going, such as more use of cloud services, interest in unified consoles and controls from the cloud as APIs come into play more for your overall IT management? Encryption? Where do you take it from here?

Holistic solutions in the cloud

Bunkley: Those are some of the areas we are focusing on heavily as we move that “anywhere network.” The unified platform for management is going to be a big deal to us. It is a big deal to us already. Encryption is something we take very seriously because we have a team of eight protecting the data of  about 42,000 users..

If you consider the perfect cyber crime reaching down into a 7^th or an 8^th grader and stealing all of their personal information, taking that kid’s identity and using it, that kid won’t even know that their identity has been stolen.

We consider that a very serious charge of ours to take on. So we will continue to improve our protection of the students’ and teachers’ PII -- even if it sometimes means protecting them from themselves. We take it very seriously.

As we move to the cloud, that unified management platform leads to a more unified security platform. As the operating systems continue to mature, they seem to be going different ways. And what’s good for Mac is not always good for Chrome, is not always good for Windows. But as we move forward with our projects we bring everything back to that central point -- can the three be operated from the single point of connection, so that we can save money moving forward? Just because it’s a cool technology and we want to do, it doesn't mean it's the right thing for us.

Sometimes we have to choose an option that we don’t necessarily like as much, but pick it because it is better for the whole. As we continue to move forward, everything will be focused on that centralization. We can remain a small and flexible department to continue making sure that we are able to provide the services needed internally as well as protect our users.

Skipper: I think Jeremy hit it pretty solid on that one. As we integrate more with the cloud services, Google, etc., we are utilizing those APIs and we are leading our vendors that we use and forcing

We are leaning heavily on more cloud services and the interoperability between APIs and vendors.

them into new areas. Lightspeed, for instance, is integrating more-and-more with Google and utilizing their API to ensure that content filtering -- even to the point of mobile device management (MDM) that is more integrated into the Google and Apple platforms to make sure that students are well protected and we have all the tools available that they need at any given time.

We are really leaning heavily on more cloud services, and also the interoperability between APIs and vendors.

Perkins: Public education is changing more to the realm of college education where the classroom is not a classroom -- a classroom is anywhere in the world. We are tasked with supporting them and protecting them no matter where they are located. We have to take care of our customers either way.

Gardner: I’m afraid we’ll have to leave it there. You’ve been listening to a sponsored BriefingsDirect discussion on how Clay County is building a secure posture for their edge, network and data centers while allowing the right mix of access and exploration necessary in an educational environment.

And we have learned how bringing a security focus to thousands of PCs and devices can ensure that schools are technically advanced and secure at low cost and at high scale.

So please join me now in thanking our guests, Jeremy Bunkley, Supervisor of the Information and Technology Services Department; Jon Skipper, Network Security Specialist, Rich Perkins, Coordinator of Information Services, all at the Clay County School District in Florida.

This is Dana Gardner, Principal Analyst at Interarbor Solutions, your host and moderator for this ongoing series of BriefingsDirect discussions. A big thank you to our sponsor, Bitdefender, for supporting these presentations, and also a big thank you to our audience for joining us. Do come back next time.

Listen to the podcast. Find it on iTunes. Get the mobile app. Download the transcript. Sponsor: Bitdefender.

Transcript of a discussion about how a large public school system creates a new culture of computing safety at low cost and high scale. Copyright Interarbor Solutions, LLC, 2005-2017. All rights reserved.

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The Next Line of Defense—How Security Leverages Virtualization to Counter Sophisticated Threats

Transcript of a discussion on how adaptive companies are leveraging their virtualization environments to become more secure and reduce cyber risks.

Listen to the podcast. Find it on iTunes. Get the mobile app. Download the transcript.

Dana Gardner: Welcome to the next edition of BriefingsDirect. I’m Dana Gardner, Principal Analyst at Interarbor Solutions, your host and moderator.

When it comes to securing systems and data, the bad guys are constantly upping their games -- finding new ways to infiltrate businesses and users. Those who protect systems from these cascading threats must be ever vigilant for new technical advances in detection and protection. In fact, they must out-innovate their assailants.

Today’s BriefingsDirect security insights discussion examines the relationship between security and virtualization. We will now delve into how adaptive companies are finding ways to leverage their virtualization environments to become more resilient, more intelligent, and how they can protect themselves in new ways.

To learn how to ensure that virtualized data centers do not pose risks -- but in fact prove more defensible -- we are joined by two security-focused executives.

Roemer

Please join me now in welcoming Kurt Roemer, Chief Security Strategist at Citrix. Welcome, Kurt.

Kurt Roemer: Thanks, Dana.

Gardner: We’re also here with Harish Agastya, Vice President for Enterprise Solutions at Bitdefender. Welcome, Harish.

Harish Agastya: Hello, Dana.

Gardner: Kurt, virtualization has become widespread and dominant within data centers over the past decade. At that same time, security has risen to the very top of IT leadership’s concerns. What is it about the simultaneous rise of virtualization and the rise of security concerns? Is there any intersection? Is there any relationship that most people may miss?

Soup to nuts security

Roemer: The rise of virtualization and security has been concurrent. A lot of original deployments for virtualization technologies were for remote access, but they were also for secure remote access. The apps that people needed to get access to remotely were usually very substantial applications for the organization --  things like order processing or partner systems; they might have been employee access to email or internal timecard systems. These were things that you didn’t really want an attacker messing with -- or arbitrary people getting access to.

Security has grown from just providing basic access to virtualization to really meeting a lot of the risks of these virtualized applications being exposed to the Internet in general, as well as now expanding out into the cloud. So, we have had to grow security capabilities to be able to not only keep up with the threat, but try to keep ahead of it as well.

Security has grown from just providing basic access to virtualization to really meeting a lot of the risks of these virtualized applications being exposed to the Internet in general, as well as now expanding out into the cloud.

Gardner: Hasn’t it historically been true that most security prevention technologies have been still focused at the operating system (OS)-level, not so much at the virtualization level? How has that changed over the past several years?

Roemer: That’s a good question. There have been a lot of technologies that are associated with virtualization, and as you go through and secure and harden your virtual environments, you really need to do it from the hardware level, through the hypervisor, through the operating system level, and up into the virtualization system and the applications themselves.

We are now seeing people take a much more rigorous approach at each of those layers, hardening the virtualization system and the OS and integrating in all the familiar security technologies that we’re used to, like antivirus, but also going through and providing for application-specific security.

So if you have a SAP system or something else where you need to protect some very sensitive company data and you don’t want that data to be accessed outside the office arbitrarily, you can provide very set interfaces into that system, being able to control the clipboard or copy and paste, what peripherals the application can interface with; i.e., turn off the camera, turn off the microphone if it’s not needed, and even get down to the level of with the browser, whether things like JavaScript is enabled or Flash is available.

So it helps to harden the overall environment and cut down on a lot of the vulnerabilities that would be inherent by just leaving things completely wide open. One of the benefits of virtualization is that you can get security to be very specific to the application.

Gardner: Harish, now that we are seeing this need for comprehensive security, what else is it that people perhaps don’t understand that they can do in the virtualization layer? Why is virtualization still uncharted territory as we seek to get even better security across the board?

Let’s get better than physical

Agastya

Agastya: Customers often don’t realize when they are dealing with security in physical or virtual environments. The opportunities that virtual environments provide to them are to have the ability to take security to a higher level than physical-only. So better than physical is, I think, a key value proposition that they can benefit from -- and the technology innovation of today has enabled that.

There is a wave of innovation among security vendors in this space. How do we run resource-intensive security workloads in a way that does not compromise the service-level agreements (SLAs) that those information technology operations (IT Ops) administrators need to deliver?

There is a lot of work happening to offload security-scanning mechanisms on to dedicated security virtual appliances, for example. Bitdefender has been working withpartners like Citrix to enable that.

Now, the huge opportunity is to take that story further in terms of being able to provide higher levels of visibility, detection, and prevention from the attacks of today, which are advanced persistent threats. We seek to detect how they manifest in the data center and -- in a virtual environment -- what you have the opportunity to do, and how you can respond. That game is really changing now.

Gardner: Kurt, is there something about the ability to spin up virtualized environments, and then take them down that provides a risk that the bad guys can target or does that also provide an opportunity to start fresh: To eliminate vulnerabilities, or learn quickly and adapt quickly? Is there something about the rapid change that virtualization enables that is a security plus?

Persistent protection anywhere

Roemer: You really hit on the two sides of the coin. On one side, virtualization does oftentimes provide an image of the application or the applications plus OS that could be fairly easy for a hacker to steal and be able to spin up offline and be able to get access to secrets. So you want to be able to protect your images, to make sure that they are not something that can be easily stolen.

On the other side, having the ability to define persistence -- what do you want to have to persist between reboots versus what’s non-persistent -- allows you to have a constantly refreshed system. So when you reboot it, it’s exactly back to the golden image -- and everything is as it should be. As you patch and update you are working with a known quantity as opposed to the endpoint where somebody might have administrative access and it has installed personal applications and plug-ins to their browser and other things like that that you may or may not want to have in placer.

The nice thing with virtualization is that it’s independent of the OS, the applications, the endpoints, and the varied situations that we all access our apps and data from.

Layering also comes into play and helps to make sure that you can dynamically layer in applications or components of the OS, depending on what’s needed. So if somebody is accessing a certain set of functionality in the office, maybe they have 100% functionality. But when they go home, because they are no longer in a trusted environment or maybe not working on a trusted PC from their home system, they get a degraded experience, seeing fewer applications and having less functionality layered onto the OS. Maybe they can’t save to local drives or print to local printers. All of that’s defined by policy. The nice thing with virtualization is that it’s independent of the OS, the applications, the endpoints, and the varied situations that we all access our apps and data from.

Gardner: Harish, with virtualization that there is a certain level of granularity as to how one can manage their security environment parameters. Can you expand on why having that granular capability to manage parameters is such a strong suit, and why virtualization is a great place to make that happen?

On the move, virtually

Agastya: That is one of the opportunities and challenges that security solutions need to be able to cope with.

As workloads are moving across different subgroups, sub-networks, that virtual machine (VM) needs to have a security policy that moves with it. It depends on what type of application is running, and it is not specific to the region or sub-network that that particular VM is resident on. That is something that security solutions that are designed to operate in virtual environments have the ability to do.

Security moves with the workload, as the workload is spawned off and new VMs are created. The same set of security policies associated with that workload now can protect that workload without needing to have a human step in and determine what security posture needs to belong to that VM. 

See the IDC White Paper, Hypervisor Introspection: A Transformative Approach to Advanced Attack Detection.

That is the opportunity that virtualization provides. But it’s also a challenge. For example, maybe the previous generations of solutions predated all of this. We now need to try and address that.

We love the fact that virtualization is happening and that it has become a very elastic software-defined mechanism that moves around and gives the IT operations people so much more control. It allows an opportunity to be able to sit very well in that environment and provide security that works tightly integrated with the virtualization layer.

Gardner: I hear this so much these days that IT operations people are looking for more automation, and more control.

Kurt, I think it’s important to understand that when we talk about security within a virtualization layer, that doesn’t obviate the value of security that other technologies provide at the OS level or network level. So this isn’t either-or, this is an augmentation, isn’t that correct, when we talk about virtualization and security?

The virtual focus

Roemer: Yes, that’s correct. Virtualization provides some very unique assets that help extend security, but there are some other things that we want to be sure to focus on in terms of virtualization. One of them is Bitdfender Hypervisor Introspection (HVI). It’s the ability for the hypervisor to provide a set of direct inspect application programming interfaces (APIs) that allow for inspection of guest memory outside of the guest.

When you look at Windows or Linux guests that are running on a hypervisor, typically when you have tried to secure those it’s been through technology installed in the guest. So you have the guest that’s self-protecting, and they are relying on OS APIs to be able to effect security. Sometimes that works really well and sometimes the attackers get around OS privileges and are successful, even with security solutions in place.

One of the things that HVI does is it looks for the techniques that would be associated with an attack against the memory of the guest from outside the guest. It’s not relying on the OS APIs and can therefore catch attacks that otherwise would have slipped past the OS-based security functionality.

Gardner: Harish, maybe you can tell us about how Citrix and Bitdefender are working together?

Step into the breach, together

Agastya: The solution is Bitdefender HVI. It works tightly with Citrix’s XenServer hypervisor, and it has been available in a controlled release for the last several months. We have had some great customer traction on it. At Citrix Synergy this year wewill be making that solution generally available.

We have been working together for the last four years to bring this groundbreaking technology to the market.

What is the problem we are trying to solve? It is the issue of advanced attacks that hit the data center when, as Kurt mentioned, advanced attackers are able to skirt past endpoint security defense mechanisms by having root access and operating at the same level of privilege as the endpoint security that may be running within the VM.

They can then essentially create a blind spot where the attackers can do anything they want while the endpoint security solution continues to run. 

See the IDC White Paper, Hypervisor Introspection: A Transformative Approach to Advanced Attack Detection.

These types of attacks stay in the environment and the customer suffers on average 200 days before a breach is discovered. The marketplace is filled with stories like this and it’s something that we have been working together with Citrix to address.

The fundamental solution leverages the power of the hypervisor to be able to monitor attacks that modify memory. It does that by looking for the common attack mechanisms that all these attackers use, whether it’s buffer overflows or it’s heap spraying, the list goes on.

They all result in memory modification that the endpoint security solution within the VM is blinded to. However, if you are leveraging the direct inspect APIs that Kurt talked about -- available as part of Citrix’s XenServer solution – then we have the ability to look into that VM without having a footprint in there. It is a completely agentless solution that runs outside the security virtual appliance. It monitors all of the VMs in the data center against these types of attacks. It allows you to take action immediately, reduces the time to detection and blocks the attack.

Gardner: Kurt, what are some of the major benefits for the end-user organization in deploying something like HVI? What is the payback in business terms?

Performance gains

Roemer: Hypervisor Introspection, which we introduced in XenServer 7.1, allows an organization to deploy virtualization with security technologies behind it at the hypervisor level. What that means for the business is that every guest you bring up has protection associated with it. Even if it’s a new version of Linux that you haven’t previously tested and you really don’t know which antivirus you would have integrated with it; or something that you are working on from an appliance perspective -- anything that can run on XenServer would be protected through these direct inspect APIs, and the Bitdefender HVI solution. That’s really exciting.

It also has performance benefits because you don’t have to run antivirus in every guest at the same level. By knowing what’s being protected at the hypervisor level, you can configure for a higher level of performance.

Now, of course, we always recommend having antivirus in guests, as you still have file-based access and so you need to look for malware, and sometimes files get emailed in or out or produced, and so having access to the files from an anti-malware perspective is very valuable.

So for the business, HVI gives you higher security, it gives you better performance, and the assurance that you are covered.

But you may need to cut down some of the scanning functionality and be able to meet much higher performance objectives. 

Gardner: Harish, it sounds like this ability to gain introspection into that hypervisor is wonderful for security and does it in such a way that it doesn’t degrade performance. But it seems to me that there are also other ancillary benefits in addition to security, when you have that ability to introspect and act quickly. Is there more than just a security benefit, that the value could go quite a bit further?

The benefits of introspection

Agastya: That’s true. The ability to introspect into memory has huge potential in the market. First of all, with this solution right now, we address the ability to detect advanced attacks, which is a very big problem in the industry -- where you have everything from nation-sponsored attacks to deep dark web, malicious components, attack components available to common citizens who can do bad things with them.

The capability to reduce that window to advanced attack detection is huge. But now with the power of introspection, we also have the ability to inject, on the fly, into the VM, additional solutions tools that can do deep forensics, measure network operations and the technology can expand to cover more. The future is bright for where we can take this between our companies.

Gardner: Kurt, anything to add on the potential for this memory introspection capability?

Specific, secure browsers

Roemer: There are a couple things to add. One is taking a look at the technologies and just rolling back through a lot of the exploits that we have seen, even throughout the last three months. There have been exploits against Microsoft Windows, exploits against Internet Explorer and Edge, hypervisors, there’s been EternalBlue and the Server Message Block (SMB) exploits. You can go back and be able to try these out against the solution and be able to see exactly how it would catch them, and what would have happened to your system had those exploits actually taken effect.

If you have a team that is doing forensics and trying to go through and determine whether systems had previously been exploited, you are giving that team additional functionality to be able to look back and see exactly how the exploits would have worked. Then they can understand better how things would have happened within their environment. Because you are doing that outside of the guest, you have a lot of visibility and a lot of information you otherwise wouldn't have had.

One big expanded use-case here is to get the capability for HVI between Citrix and Bitdefender in the hands of your security teams, in the hands of your forensics teams, and in the hands of your auditors -- so that they can see exactly what this tool brings to the table.

See the IDC White Paper, Hypervisor Introspection: A Transformative Approach to Advanced Attack Detection.

Something else you want to look at is the use-case that allows users to expand what they are doing and makes their lives easier -- and that's secured browsing.

Today, when people go out and browse the Internet or hit a popular application like Facebook or Outlook Web Access -- or if you have an administrator who is hitting an administrative console for your Domain Name System (DNS) environment, your routers, your Cisco, Microsoft environments, et cetera, oftentimes they are doing that via a web browser.

One big expanded use-case here is to get the capability for HVI between Citrix and Bitdefender in the hands of your security teams.

Well, if that's the same web browser that they use to do everything else on their PC, it's over-configured, it presents excessive risk, and you now have the opportunity with this solution to publish browsers that are very specific to each use.

For example, you publish one browser specifically for administrative access, and you know that you have advanced malware detection. Even if somebody is trying to target your administrators, you are able to thwart their ability to get in and take over the environments that the administrators are accessing.

As more things move to the browser -- and more very sensitive and critical applications move to the cloud -- it's extremely important to set up secured browsing. We strongly recommend doing this with XenServer and HVI along with Bitdefender providing security.

Agastya: The problem in the market with respect to the human who is sitting in front of the browser being the weakest link in the chain is a very important one. Many, many different technology approaches have been taken to address this problem -- and most of them have struggled to make it work.

The value of XenApp coming in with its secured browser model is this: You can stream your browser and you are just presenting, rendering an interface on the client device, but the browser is actually running in the backend, in the data center, running on XenServer, protected by Bitdefender HVI. This model not only allows you to shift the threat away from the client device, but also kill it completely, because that exploit which previously would have run on the client device is not on the client device anymore. It’s not even on the server anymore because HVI has gotten to it and stopped it.

Roemer: I bring up the browser benefit as an example because when you think of the lonely browser today, it is the interface to some of your most critical applications. A browser, at the same time, is also connected to your file system, your network, your Windows registry, your certificate chain and keys -- it’s basically connected to everything you do and everything you have access to in most OSes.

What we are talking about here is publishing a browser that is very specific to purpose and configured for an individual application. Just put an icon out there, users click on it and everything works for them silently in the background. By being able to redirect hyperlinks over to the new joint XenServer-Bitdefender solution, you are not only protecting against known applications and things that you would utilize -- but you can also redirect arbitrary links.

Even if you tell people, “don’t click on any links”, you know every once in a while it’s going to happen. When that one person clicks on the link and takes down the entire network, it’s awful. Ransomware attacks happen like that all the time. With this solution, that arbitrary link would be redirected over to a one-time use browser. Bitdefender would come up and say, “Hey, yup, there’s definitely a problem here, we are going to shut this down,” and the attack never would have had a chance to get anywhere.

What we are talking about here is publishing a browser that is very specific to purpose and configured for an individual application.

The organization is notified and can take additional remediatative actions. It’s a great opportunity to really change how people are working and take this arbitrary link problem and the ransomware problem and neutralize it.

Gardner: It sounds revolutionary rather than evolutionary when it comes to security. It’s quite impressive. I have learned a lot in just the last week or two in looking into this. Harish, you mentioned earlier that before the general availability being announced in May for Bitdefender HVI on XenServer that you have had this in beta. Do you have any results from that? Can you offer any metrics of what’s happened in the real world when people deploy this? Are the results as revolutionary as it sounds?

Real-world rollout

Agastya: The product was first in beta and then released in controlled availability mode, so the product is actually in production deployment at several companies in both North America and Europe. We have a few financial services companies, and we have some hospitals. We have put the product to use in production deployments for virtual desktop infrastructure (VDI) deployments where the customers are running XenApp and XenDesktop on top of XenServer with Bitdefender HVI.

We have server workloads running straight on XenServer, too. These are typically application workloads that the financial services companies or the hospitals need to run. We have had some great feedback from them. Some of them have become references as well, and we will be talking more about it at Citrix Synergy 2017, so stay tuned. We are very excited about the fact that the product is able to provide value in the real world.

Roemer: We have a very detailed white paper on how to set up the secured browsing solution, the joint solution between Citrix and Bitdefender. Even if you are running other hypervisors in your environment, I would recommend that you set up this solution and try redirecting some arbitrary hyperlinks over to it, to see what value you are going to get in your organization. It’s really straightforward to set up and provides a considerable amount of additional security visibility.

See the IDC White Paper, Hypervisor Introspection: A Transformative Approach to Advanced Attack Detection.

Bitdefender also has some really amazing videos that show exactly how the solution can block some of the more popular exploits from this year. They are really impressive to watch.

Gardner: Kurt, we are about out of time, but I was curious, what’s the low-lying fruit? Harish mentioned government, VDI, healthcare. Is it the usual suspects with compliance issues hanging over their heads that are the low-lying fruit, or are there other organizations that would be ripe to enjoy the benefits?

Roemer: I would say compliance environments and anybody with regulatory requirements would very much be low-lying fruit for this, but anybody who has sensitive applications or very sensitive use-cases, too. Oftentimes, we hear things like outsourcing as being one of the more sensitive use-cases because you have external third parties who are getting in and either developing code for you, administering part of the operating environment, or something else.

We have also seen a pretty big uptick in terms of people being interested in this for administering the cloud. As you move up to cloud environments and you are defining new operating environments in the cloud while putting new applications up in the cloud, you need to make sure that your administrative model is protected.

Oftentimes, you use a browser directly to provide all of the security interfaces for the cloud, and by publishing that browser and putting this solution in front of it, you can make sure that malware is not interrupting your ability to securely administer the cloud environment.

Gardner: Last question to you, Harish. What should organizations do to get ready for this? I hope we have enticed them to learn more about it. For those organizations that actually might want to deploy, what do they need to think about in order to be in the best position to do that?

A new way of life

Agastya: Organizations need to think aboutsecure virtualization as a way of life within organizational behavior. As a result, I think we will start to see more people with titles like Security DevOps (SecDevOps).

As far as specifically using HVI, organizations should be worried about how advanced attacks could enter their data center and potentially result in a very, very dangerous breach and the loss of confidential intellectual property.

If you are worried about that, you are worried about ransomware because an end-user sitting in front of a client browser is potentially putting out your address. You will want to think about a technology like HVI. The first step for that is to talk to us and there is a lot of information on the Bitdefender website as well as on Citrix’s website.

Gardner: I’m afraid we will have to leave it there. You’ve been listening to a sponsored BriefingsDirect discussion that examines the relationship between security and virtualization. We have learned how adaptive companies are finding new ways to leverage their virtualization environments to become more resilient and proactive in how they can thwart threats by putting in distinct browsers for specific uses and reduce their threat exposure.

So please join me now in thanking our guests, Kurt Roemer, Chief Security Strategist at Citrix. Thank you, Kurt.

Roemer: Thank you, Dana. Thanks, Harish.

Agastya: Thank you, Kurt. Thank you, Dana.

Gardner: And we have been here with Harish Agastya, Vice President for Enterprise Solutions at Bitdefender. Thank you, Harish.

I'm Dana Gardner, Principal Analyst at Interarbor Solutions, your host and moderator for this ongoing series of BriefingsDirect Discussions. I want to also thank our sponsor, Bitdefender, for supporting these presentations. And of course, a big thank you as well to our audience. And please come back next time.

Listen to the podcast. Find it on iTunes. Get the mobile app. Download the transcript. Sponsor: Bitdefender.

Transcript of a discussion on how adaptive companies are leveraging their virtualization environments to become more secure and reduce cyber risks. Copyright Interarbor Solutions, LLC, 2005-2017. All rights reserved.

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