The simple things, sometimes…

I (re-)learned an important lesson this week: if you’re an attacker, start at the front door.

This week I’ve had an interesting conversation with an organisation with which I’m involved*.  My involvement is as a volunteer, and has nothing to do with my day job – in other words, I have nothing to do with the organisation’s security.  However, I got an email from them telling me that in order to perform a particular action, I should now fill in an online form, which would then record the information that they needed.

So this week’s blog entry will be about entering information on an online form.  One of the simplest tasks that you might want to design – and secure – for any website.  I wish I could say that it’s going to be a happy tale.

I had look at this form, and then I looked at the URL they’d given me.  It wasn’t a fully qualified URL, in that it had no protocol component, so I copied and pasted it into a browser to find out what would happen. I had a hope that it might automatically redirect to an https-served page.  It didn’t.  It was an http-served page.

Well, not necessarily so bad, except that … it wanted some personal information.  Ah.

So, I cheated: I changed the http:// … to an https:// and tried again**.  And got an error.  The certificate was invalid.  So even if they changed the URL, it wasn’t going to help.

So what did I do?  I got in touch with my contact at the organisation, advising them that there was a possibility that they might be in breach of their obligations under Data Protection legislation.

I got a phone call a little later.  Not from a technical person – though there was a techie in the background.  They said that they’d spoken with the IT and security departments, and that there wasn’t a problem.  I disagreed, and tried to explain.

The first argument was whether there was any confidential information being entered.  They said that there was no linkage between the information being entered and the confidential information held in a separate system (I’m assuming database). So I stepped back, and asked about the first piece of information requested on the form: my name.  I tried a question: “Could the fact that I’m a member of this organisation be considered confidential in any situation?”

“Yes, it could.”

So, that’s one issue out of the way.

But it turns out that the information is stored encrypted on the organisation’s systems.  “Great,” I said, “but while it’s in transit, while it’s being transmitted to those systems, then somebody could read it.”

And this is where communication stopped.  I tried to explain that unless the information from the form is transmitted over https, then people could read it.  I tried to explain that if I sent it over my phone, then people at my mobile provider could read it.  I tried a simple example: I tried to explain that if I transmitted it from a laptop in a Starbucks, then people who run the Starbucks systems – or even possibly other Starbucks customers – could see it.  But I couldn’t get through.

In the end, I gave up.  It turns out that I can avoid using the form if I want to.  And the organisation is of the firm opinion that it’s not at risk: that all the data that is collected is safe.  It was quite clear that I wasn’t going to have an opportunity to argue this with their IT or security people: although I did try to explain that this is an area in which I have some expertise, they’re not going to let any Tom, Dick or Harry*** bother their IT people****.

There’s no real end to this story, other than to say that sometimes it’s the small stuff we need to worry about.  The issues that, as security professionals, we feel are cut and dried, are sometimes the places where there’s still lots of work to be done.  I wish it weren’t the case, because frankly, I’d like to spend my time educating people on the really tricky things, and explaining complex concepts around cryptographic protocols, trust domains and identity, but I (re-)learned an important lesson this week: if you’re an attacker, start at the front door.  It’s probably not even closed: let alone locked.

*I’m not going to identify the organisation: it wouldn’t be fair or appropriate.  Suffice to say that they should know about this sort of issue.

**I know: all the skillz!

***Or “J. Random User”.  Insert your preferred non-specific identifier here.

****I have some sympathy with this point of view: you don’t want to have all of their time taken up by random “experts”.  The problem is when there really _are_ problems.  And the people calling them maybe do know their thing.

The Curious Incident of the Patch in the Night-Time

Gregory: “The patch did nothing in the night-time.”
Holmes: “That was the curious incident.”

To misquote Sir Arthur Conan-Doyle:

Gregory (cyber-security auditor) “Is there any other point to which you would wish to draw my attention?”
Holmes: “To the curious incident of the patch in the night-time.”
Gregory: “The patch did nothing in the night-time.”
Holmes: “That was the curious incident.”

I considered a variety of (munged) literary titles to head up this blog, and settled on the one above or “We Need to Talk about Patching”.  Either way round, there’s something rotten in the state of patching*.

Let me start with what I hope is a fairly uncontroversial statement: “we all know that patches are important for security and stability, and that we should really take them as soon as they’re available and patch all of our systems”.

I don’t know about you, but I suspect you’re the same as me: I run ‘sudo dnf –refresh upgrade’** on my home machines and work laptop at least once every day that I turn them on.  I nearly wrote that when an update comes out to patch my phone, I take it pretty much immediately, but actually, I’ve been burned before with dodgy patches, and I’ll often have a check of the patch number to see if anyone has spotted any problems with it before downloading it. This feels like basic due diligence, particularly as I don’t have a “staging phone” which I could use to test pre-production and see if my “production phone” is likely to be impacted***.

But the overwhelming evidence from the industry is that people really don’t apply patches – including security patches – even though they understand that they ought to.  I plan to post another blog entry at some point about similarities – and differences – between patching and vaccinations, but let’s take as read, for now, the assumption that organisations know they should patch, and look at the reasons they don’t, and what we might do to improve that.

Why people don’t patch

Here are the legitimate reasons that I can think of for organisations not patching****.

  1. they don’t know about patches
    • not all patches are advertised well enough
    • organisations don’t check for patches
  2. they don’t know about their systems
    • incomplete knowledge of their IT estate
  3. legacy hardware
    • patches not compatible with legacy hardware
  4. legacy software
    • patches not  compatible with legacy software
  5. known impact with up-to-date hardware & software
  6. possible impact with up-to-date hardware & software

Some of these are down to the organisations, or their operating environment, clearly: 1b, 2, 3 and 4.  The others, however, are down to us as an industry.  What it comes down to is a balance of risk: the IT operations department doesn’t dare to update software with patches because they know that if the systems that they maintain go down, they’re in real trouble.  Sometimes they know there will be a problem (typically because they test patches in a staging environment of some type), and sometimes because they just don’t dare.  This may be because they are in the middle of their own software update process, and the combination of Operating System, middleware or integrated software updates with their ongoing changes just can’t be trusted.

What we can do

Here are some thoughts about what we as an industry can do to try to address this problem – or set of problems.


Staging – what is a staging environment for?  It’s for testing changes before they go into production, of course.  But what changes?  Changes to your software, or your suppliers’ software?  The answer has to be “both”, I think.  You may need separate estates so that you can look at changes of these two sets of software separately before seeing what combining them does, but in the end, it is the combination of the two that matters.  You may consider using the same estate at different times to test the different options, but that’s not an option for all organisations.


DevOps shouldn’t just be about allowing agile development practices to become part of the software lifecycle: it should also be about allowing agile operational practices become a part of the software lifecycle.  DevOps can really help with patching strategy if you think of it this way.  Remember, in DevOps, everybody has responsibility.  So your DevOps pipeline the perfect way to test how changes in your software are affected by changes in the underlying estate.  And because you’re updating regularly, and have unit tests to check all the key functionality*****, any changes can be spotted and addressed quickly.


Patches sometimes have dependencies.  We should be clear when a patch requires other changes, resulting a large patchset, and when a large patchset just happens to be released because multiple patches are available.  Some dependencies may be outside the control of the vendor.  This is easier to test when your patch has dependencies on an underlying Operating System, for instance, but more difficult if the dependency is on the opposite direction.  If you’re the one providing the underlying update and the customer is using software that you don’t explicitly test, then it’s incumbent on you, I’d argue, to use some of the other techniques that I’ve outlined to help your customers understand likely impact.

Visibility of likely impact

One obvious option available to those providing patches is a good description of areas of impact.  You’d hope that everyone did this already, of course, but a brief line something like “this update is for the storage subsystem, and should affect only those systems using EXT3”, for instance, is a great help in deciding the likely impact of a patch.  You can’t always get it right – there may always be unexpected consequences, and vendors can’t test for all configurations.  But they should at least test all supported configurations…

Risk statements

This is tricky, and maybe political, but is it time that we started giving those customers who need it a little more detail about the likely impact of the changes within a patch?  It’s difficult to quantify, of course: a one-character change may affect 95% of the flows through a module, whereas what may seem like a simple functional addition to a customer may actually require thousands of lines of code.  But as vendors, we should have an idea of the impact of a change, and we ought to be considering how we expose that to customers.


Beyond that, however, I think there are opportunities for customers to understand what the impact of not having accepted a previous patch is.  Maybe the risk of accepting patch A is low, but the risk of not accepting patch A and patch B is much higher.  Maybe it’s safer to accept patch A and patch C, but wait for a successor to patch B.  I’m not sure quite how to quantify this, or how it might work, but I think there’s grounds for research******.


Businesses have every right not to patch.  There are business reasons to balance the risk of patching against not patching.  But the balance is currently often tipped too far in direction of not patching.  Much too far.  And if we’re going to improve the state of IT security, we, the industry, need to do something about it.  By helping organisations with better information, by encouraging them to adopt better practices, by training them in how to assess risk, and by adopting better practices ourselves.


*see what I did there?

**your commands my vary.

***this almost sounds like a very good excuse for a second phone, though I’m not sure that my wife would agree.

****I’d certainly be interested to hear of others: please let me know via comments.

*****you do have these two things, right?  Because if you don’t, you’re really not doing DevOps.  Sorry.

******as soon as I wrote this, I realised that somebody’s bound to have done research on this issue.  Please let me know if you have: or know somebody who has.


“Zero-trust”: my love/hate relationship

… “explicit-trust networks” really is a much better way of describing what’s going on here.

A few weeks ago, I wrote a post called “What is trust?”, about how we need to be more precise about what we mean when we talk about trust in IT security.  I’m sure it’s case of confirmation bias*, but since then I’ve been noticing more and more references to “zero-trust networks”.  This both gladdens and annoys me, a set of conflicting emotions almost guaranteed to produce a new blog post.

Let’s start with the good things about the term.  “Zero-trust networks” are an attempt to describe an architectural approach which address the disappearance of macro-perimeters within the network.  In other words, people have realised that putting up a firewall or two between one network and another doesn’t have a huge amount of effect when traffic flows across an organisation – or between different organisations – are very complex and don’t just follow one or two easily defined – and easily defended – routes.  This problem is exacerbated when the routes are not only multiple – but also virtual.  I’m aware that all network traffic is virtual, of course, but in the old days**, even if you had multiple routing rules, ingress and egress of traffic all took place through a single physical box, which meant that this was a good place to put controls***.

These days (mythical as they were) have gone.  Not only do we have SDN (Software-Defined Networking) moving packets around via different routes willy-nilly, but networks are overwhelmingly porous.  Think about your “internal network”, and tell me that you don’t have desktops, laptops and mobile phones connected to it which have multiple links to other networks which don’t go through your corporate firewall.  Even if they don’t******, when they leave your network and go home for the night, those laptops and mobile phones – and those USB drives that were connected to the desktop machines – are free to roam the hinterlands of the Internet******* and connect to pretty much any system they want.

And it’s not just end-point devices, but components of the infrastructure which are much more likely to have – and need – multiple connections to different other components, some of which may be on your network, and some of which may not.  To confuse matters yet further, consider the “Rise of the Cloud”, which means that some of these components may start on “your” network, but may migrate – possibly in real time – to a completely different network.  The rise of micro-services (see my recent post describing the basics of containers) further exacerbates the problem, as placement of components seems to become irrelevant, so you have an ever-growing (and, if you’re not careful, exponentially-growing) number of flows around the various components which comprise your application infrastructure.

What the idea of “zero-trust networks” says about this – and rightly – is that a classical, perimeter-based firewall approach becomes pretty much irrelevant in this context.  There are so many flows, in so many directions, between so many components, which are so fluid, that there’s no way that you can place firewalls between all of them.  Instead, it says, each component should be responsible for controlling the data that flows in and out of itself, and should that it has no trust for any other component with which it may be communicating.

I have no problem with the starting point for this – which is as far as some vendors and architects take it: all users should always be authenticated to any system, and auhorised before they access any service provided by that system. In fact, I’m even more in favour of extending this principle to components on the network: it absolutely makes sense that a component should control access its services with API controls.  This way, we can build distributed systems made of micro-services or similar components which can be managed in ways which protect the data and services that they provide.

And there’s where the problem arises.  Two words: “be managed”.

In order to make this work, there needs to be one or more policy-dictating components (let’s call them policy engines) from which other components can derive their policy for enforcing controls.  The client components must have a level of trust in these policy engines so that they can decide what level of trust they should have in the other components with which they communicate.

This exposes a concomitant issue: these components are not, in fact, in charge of making the decisions about who they trust – which is how “zero-trust networks” are often defined.  They may be in charge of enforcing these decisions, but not the policy with regards to the enforcement.  It’s like a series of military camps: sentries may control who enters and exits (enforcement), but those sentries apply orders that they’ve been given (policies) in order to make those decisions.

Here, then, is what I don’t like about “zero-trust networks” in a few nutshells:

  1. although components may start from a position of little trust in other components, that moves to a position of known trust rather than maintaining a level of “zero-trust”
  2. components do not decide what other components to trust – they enforce policies that they have been given
  3. components absolutely do have to trust some other components – the policy engines – or there’s no way to bootstrap the system, nor to enforce policies.

I know it’s not so snappy, but “explicit-trust networks” really is a much better way of describing what’s going on here.  What I do prefer about this description is it’s a great starting point to think about trust domains.  I love trust domains, because they allow you to talk about how to describe shared policy between various components, and that’s what you really want to do in the sort of architecture that’s I’ve talked about above.  Trust domains allow you to talk about issues such as how placement of components is often not irrelevant, about how you bootstrap your distributed systems, about how components are not, in the end, responsible for making decisions about how much they trust other components, or what they trust those other components to do.

So, it looks like I’m going to have to sit down soon and actually write about trust domains.  I’ll keep you posted.


*one of my favourite cognitive failures

**the mythical days that my children believe in, where people have bouffant hairdos, the Internet could fit on a single Winchester disk, and Linux Torvalds still lived in Finland.

***of course, there was no such perfect time – all I should need to say to convince you is one word: “Joshua”****

****yes, this is another filmic***** reference.

*****why, oh why doesn’t my spell-checker recognise this word?

******or you think they don’t – they do.

*******and the “Dark Web”: ooooOOOOoooo.

That Backdoor Fallacy revisited – delving a bit deeper

…if it breaks just once that becomes always,..

A few weeks ago, I wrote a post called The Backdoor Fallacy: explaining it slowly for governments.  I wish that it hadn’t been so popular.  Not that I don’t like the page views – I do – but because it seems that it was very timely, and this issue isn’t going away.  The German government is making the same sort of noises that the British government* was making when I wrote that post**.  In other words, they’re talking about forcing backdoors in encryption.  There was also an amusing/worrying story from slashdot which alleges that “US intelligence agencies” attempted to bribe the developers of Telegram to weaken the encryption in their app.

Given some of the recent press on this, and some conversations I’ve had with colleagues, I thought it was worth delving a little deeper***.  There seem to be three sets of use cases that it’s worth addressing, and I’m going to call them TSPs, CSPs and Other.  I’d also like to make it clear here that I’m talking about “above the board” access to encrypted messages: access that has been condoned by the relevant local legal system.  Not, in other words, the case of the “spooks”.  What they get up to is for another blog post entirely****.  So, let’s look at our three cases.

TSPs – telecommunications service providers

In order to get permission to run a telecommunications service(wired or wireless) in most (all?) jurisdictions, you need to get approval from the local regulator: a licence.  This licence is likely to include lots of requirements: a typical one is that you, the telco (telecoms company) must provide access at all times to emergency numbers (999, 911, 112, etc.).  And another is likely to be that, when local law enforcement come knocking with a legal warrant, you must give them access to data and call information so that they can basically do wire-taps.  There are well-established ways to do this, and fairly standard legal frameworks within which it happens: basically, if a call or data stream is happening on a telco’s network, they must provide access to it to legal authorities.  I don’t see an enormous change to this provision in what we’re talking about.

CSPs – cloud service providers

Things get a little more tricky where cloud service providers are concerned.  Now, I’m being rather broad with my definition, and I’m going to lump your Amazons, Googles, Rackspaces and such in with folks like Facebook, Microsoft and other providers who could be said to be providing “OTT” (Over-The-Top – in that they provide services over the top of infrastructure that they don’t own) services.  Here things are a little greyer*****.  As many of these companies (some of who are telcos, how also have a business operating cloud services, just to muddy the waters further) are running messaging, email services and the like, governments are very keen to apply similar rules to them as those regulating the telcos. The CSPs aren’t keen, and the legal issues around jurisdiction, geography and what the services are complicate matter.  And companies have a duty to their shareholders, many of whom are of the opinion that keeping data private from government view is to be encouraged.  I’m not sure how this is going to pan out, to be honest, but I watch it with interest.  It’s a legal battle that these folks need to fight, and I think it’s generally more about cryptographic key management – who controls the keys to decrypt customer information – than about backdoors in protocols or applications.


And so we come to other.  This bucket includes everything else.  And sadly, our friends the governments want their hands on all of that everything else.    Here’s a little list of some of that everything else.  Just a subset.  See if you can see anything on the list that you don’t think there should be unfettered access to (and remember my previous post about how once access is granted, it’s basically game over, as I don’t believe that backdoors end up staying secret only to “approved” parties…):

  • the messages you send via apps on your phone, or tablet, or laptop or PC;
  • what you buy on Amazon;
  • your banking records – whether on your phone or at the bank;
  • your emails via your company VPN;
  • the stored texts on your phone when you enquired about the woman’s shelter
  • your emails to your doctor;
  • your health records – whether stored at your insurers, your hospital or your doctor’s surgery;
  • your browser records about emergency contraception services;
  • access to your video doorbell;
  • access to your home wifi network;
  • your neighbour’s child’s chat message to the ChildLine (a charity for abused children in the UK – similar exist elsewhere)
  • the woman’s shelter’s records;
  • the rape crisis charity’s records;
  • your mortgage details.

This is a short list.  I’ve chosen emotive issues, of course I have, but they’re all legal.  They don’t even include issues like extra-marital affairs or access to legal pornography or organising dissent against oppressive regimes, all of which might well edge into any list that many people might copmile.  But remember – if a backdoor is put into encryption, or applications, then these sorts of information will start leaking.  And they will leak to people you don’t want to have them.

Our lives revolve around the Internet and the services that run on top of it.  We have expectations of privacy.  Governments have an expectation that they can breach that privacy when occasion demands.  And I don’t dispute that such an expectation is valid.  The problem that this is not the way to do it, because of that phrase “when occasion demands”.  If the occasion breaks just once, then that becomes always, and not just to “friendly” governments.  To unfriendly governments, to criminals, to abusive partners and abusive adults and bad, bad people.  This is not a fight for us to lose.

*I’m giving the UK the benefit of the doubt here: as I write, it’s unclear whether we really have a government, and if we do, for how long it’ll last, but let’s just with it for now.

**to be fair, we did have a government then.

***and not just because I like the word “delving”.  Del-ving.  Lovely.

****one which I probably won’t be writing if I know what’s good for me.

*****I’m a Brit, so I use British spelling: get over it.

Helping our governments – differently

… we may live in a new security and terrorism landscape

Two weeks ago, I didn’t write a full post, because the Manchester arena bombing was too raw.  We are only a few days on from the London Bridge attack, and I could make the same decision, but think it’s time to recognise that we have a new reality that we need to face in Britain: that we may live in a new security and terrorism landscape.  The sorts of attacks – atrocities – that have been perpetrated over the past few weeks (and the police and security services say that despite three succeeding, they’ve foiled another five) are likely to keep happening.

And they’re difficult to predict, which means that they’re difficult to stop.  There are already renewed calls for tech companies* to provide tools to allow the Good Guys[tm**] to read the correspondence of the people who are going to commit terrorist acts.  The problem is that the preferred approach requested/demanded by governments seems to be backdoors in encryption and/or communications software, which just doesn’t work – see my post The Backdoor Fallacy – explaining it slowly for governments.  I understand that “reasonable people” believe that this is a solution, but it really isn’t, for all sorts of reasons, most of which aren’t really that technical at all.

So what can we do?  Three things spring to mind, and before I go into them, I’d like to make something clear, and it’s that I have a huge amount of respect for the men and women who make up our security services and intelligence community.  All those who I’ve met have a strong desire to perform their job to the best of their ability, and to help protect us from people and threats which could damage us, our property, and our way of life.  Many of these people and threats we know nothing about, and neither do we need to.  The job that the people in the security services do is vital, and I really don’t see any conspiracy to harm us or take huge amounts of power because it’s there for the taking.  I’m all for helping them, but not at the expense of the rights and freedoms that we hold dear.  So back to the question of what we can do.  And by “we” I mean the nebulous Security Community****.  Please treat these people with respect, and be aware they they work very, very hard, and often in difficult and stressful jobs*****.

The first is to be more aware of our environment.  We’re encouraged to do this in our daily lives (“Report unaccompanied luggage”…), but what more could we do in our professional lives?  Or what could we do in our daily lives by applying our professional capabilities and expertise to everyday activities?  What suspicious activities – from traffic on networks from unexpected place to new malware – might be a precursor to something else?  I’m not saying that we’re likely to spot the next terrorism attack – though we might – but helping to combat other crime more effectively both reduces the attack surface for terrorists and increases the available resourcing for counter-intelligence.

Second: there are, I’m sure, many techniques that are available to the intelligence community that we don’t know about.  But there is a great deal of innovation within enterprise, health and telco (to choose three sectors that I happen to know quite well******) that could well benefit our security services.  Maybe your new network analysis tool, intrusion detector, data aggregator has some clever smarts in it, or creates information which might be of interest to the security community.  I think we need to be more open to the idea of sharing these projects, products and skills – proactively.

The third is information sharing.  I work for Red Hat, an Open Source company which also tries to foster open thinking and open management styles.  We’re used to sharing, and industry, in general, is getting better about sharing information with other organisations, government and the security services.  We need to get better at sharing both active data from systems which are running as designed and bad data from systems that are failing, under attack or compromised.  Open, I firmly believe, should be our default state*******.

If we get better at sharing information and expertise which can help the intelligence services in ways which don’t impinge negatively on our existing freedoms, maybe we can reduce the calls for laws that will do so.  And maybe we can help stop more injuries, maimings and deaths.  Stand tall, stand proud.  We will win.

*who isn’t a tech company, these days, though?  If you sell home-made birthday cards on Etsy, or send invoices via email, are you a tech company?  Who knows.

**this an ironic tm***

***not that I don’t think that there are good guys – and gals – but just that it’s difficult to define them.  Read on: you’ll see.

****I’ve talked about this before – some day I’ll define it.

*****and most likely for less money than most of the rest of us.

******feel free to add or substitute your own.

*******OK, DROP for firewall and authorisation rules, but you get my point.

“What is trust?”

I trust my brother and my sister with my life.

Academic discussions about trust abound*.  Particularly in the political and philosophical spheres, the issue of how people trust in institutions, and when and where they don’t, is an important topic of discussion, particularly in the current political climate.  Trust is also a concept which is very important within security, however, and not always well-defined or understood.  It’s central,to my understanding of what security means, and how I discuss it, so I’m going to spend this post trying to explain what I mean by “trust”.

Here’s my definition of trust, and three corollaries.

  • “Trust is the assurance that one entity holds that another will perform particular actions according to a specific expectation.”
  • My first corollary**: “Trust is always contextual.”
  • My second corollary:” One of the contexts for trust is always time”.
  • My third corollary: “Trust relationships are not symmetrical.”

Why do we need this set of definitions?  Surely we all know what trust is?

The problem is that whilst humans are very good at establishing trust with other humans (and sometimes betraying it), we tend to do so in a very intuitive – and therefore imprecise – way.  “I trust my brother” is all very well as a statement, and may well be true, but such a statement is always made contextually, and that context is usually implicit.  Let me provide an example.

I trust my brother and my sister with my life.  This is literally true for me, and you’ll notice that I’ve already contextualised the statement already: “with my life”.  Let’s be a little more precise.  My brother is a doctor, and my sister a trained scuba diving professional.  I would trust my brother to provide me with emergency medical aid, and I would trust my sister to service my diving gear****.  But I wouldn’t trust my brother to service my diving gear, nor my sister to provide me with emergency medical aid.  In fact, I need to be even more explicit, because there are times which I would trust my sister in the context of emergency medical aid: I’m sure she’d be more than capable of performing CPR, for example.  On the other hand, my brother is a paediatrician, not a surgeon, so I’d not be very confident about allowing him to perform an appendectomy on me.

Let’s look at what we’ve addressed.  First, we dealt with my definition:

  • the entities are me and my siblings;
  • the actions ranged from performing an emergency appendectomy to servicing my scuba gear;
  • the expectation was actually fairly complex, even in this simple example: it turns out that trusting someone “with my life” can mean a variety of things from performing specific actions to remedy an emergency medical conditions to performing actions which, if neglected or incorrectly carried out, could cause death in the future.

We also addressed the first corollary:

  • the contexts included my having a cardiac arrest, requiring an appendectomy, and planning to go scuba diving.

Let’s add time – the second corollary:

  • my sister has not recently renewed her diving instructor training, so I might feel that I have less trust in her to service my diving gear than I might have done five years ago.

The third corollary is so obvious in human trust relationships that we often ignore it, but it’s very clear in our examples:

  • I’m neither a doctor nor a trained scuba diving instructor, so my brother and my sister trust me neither to provide emergency medical care nor to service their scuba gear.******

What does this mean to us in the world of IT security?  It means that we need to be a lot more precise about trust, because humans come to this arena with a great many assumptions.  When we talk about a “trusted platform”, what does that mean?  It must surely mean that the platform is trusted by an entity (the workload?) to perform particular actions (provide processing time and memory?) whilst meeting particular expectations (not inspecting program memory? maintaining the integrity of data?).  The context of what we mean for a “trusted platform” is likely to be very different between a mobile phone, a military installation and an IoT gateway.  And that trust may erode over time (are patches applied? is there a higher likelihood that an attacker my have compromised the platform a day, a month or a year after the workload was provisioned to it?).

We should also never simply say, following the third corollary, that “these entities trust each other”.  A web server and a browser may have established trust relationships, for example, but these are not symmetrical.  The browser has  probably established with sufficient assurance for the person operating it to give up credit card details that the web server represents the provider of particular products and services.  The web server has probably established that the browser currently has permission to access the account of the user operating it.

Of course, we don’t need to be so explicit every time we make such a statement.  We can explain these relationships in definitions of documents, but we must be careful to clarify what the entities, the expectations, the actions, the contexts and possible changes in context.  Without this, we risk making dangerous assumptions about how these entities operate and what breakdowns in trust mean and could entail.

*Which makes me thinks of rabbits.

**I’m hoping that we can all agree on these – otherwise we may need to agree on a corollary bypass.***

***I’m sorry.

****I’m a scuba diver, too.  At least in theory.*****

*****Bringing up children is expensive and time-consuming, it turns out.

******I am, however, a trained CFR, so I hope they’d trust me to perform CPR on them.

Service degradation: actually a good thing

…here’s the interesting distinction between the classic IT security mindset and that of “the business”: the business generally want things to keep running.

Well, not all the time, obviously*.  But bear with me: we spend most of our time ensuring that all of our systems are up and secure and working as expected, because that’s what we hope for, but there’s a real argument for not only finding out what happens when they don’t, and not just planning for when they don’t, but also planning for how they shouldn’t.  Let’s start by examining some techniques for how we might do that.

Part 1 – planning

There’s a story** that the oil company Shell, in the 1970’s, did some scenario planning that examined what were considered, at the time, very unlikely events, and which allowed it to react when OPEC’s strategy surprised most of the rest of the industry a few years later.  Sensitivity modelling is another technique that organisations use at the financial level to understand what impact various changes – in order fulfilment, currency exchange or interest rates, for instance – make to the various parts of their business.  Yet another is war gaming, which the military use to try to understand what will happen when failures occur: putting real people and their associated systems into situations and watching them react.  And Netflix are famous for taking this a step further in the context of the IT world and having a virtual Chaos Monkey (a set of processes and scripts) which they use to bring down parts of their systems in real time to allow them to understand how resilient they the wider system is.

So that gives us four approaches that are applicable, with various options for automation:

  1. scenario planning – trying to understand what impact large scale events might have on your systems;
  2. sensitivity planning – modelling the impact on your systems of specific changes to the operating environment;
  3. wargaming – putting your people and systems through simulated events to see what happens;
  4. real outages – testing your people and systems with actual events and failures.

Actually going out of your way to sabotage your own systems might seem like insane behaviour, but it’s actually a work of genius.  If you don’t plan for failure, what are you going to do when it happens?

So let’s say that you’ve adopted all of these practices****: what are you going to do with the information?  Well, there are some obvious things you can do, such as:

  • removing discovered weaknesses;
  • improving resilience;
  • getting rid of single points of failure;
  • ensuring that you have adequately trained staff;
  • making sure that your backups are protected, but available to authorised entities.

I won’t try to compile an exhaustive list, because there are loads books and articles and training courses about this sort of thing, but there’s another, maybe less obvious, course of action which I believe we must take, and that’s plan for managed degradation.

Part 2 – managed degradation

What do I mean by that?  Well, it’s simple.  We***** are trained and indoctrinated to take the view that if something fails, it must always “fail to safe” or “fail to secure”.  If something stops working right, it should stop working at all.

There’s value in this approach, of course there is, and we’re paid****** to ensure everything is secure, right?  Wrong.  We’re actually paid to help keep the business running, and here’s the interesting distinction between the classic IT security mindset and that of “the business”: the business generally want things to keep running.  Crazy, right?  “The business” want to keep making money and servicing customers even if things aren’t perfectly secure!  Don’t they know the risks?

And the answer to that question is “no”.  They don’t know the risks.  And that’s our real job: we need to explain the risks and the mitigations, and allow a balancing act to take place.  In fact, we’re always making those trade-offs and managing that balance – after all, the only truly secure computer is one with no network connection, no keyboard, no mouse and no power connection*******.  But most of the time, we don’t need to explain the decisions we make around risk: we just take them, following best industry practice, regulatory requirements and the rest.  Nor are the trade-offs usually so stark, because when failure strikes – whether through an attack, accident or misfortune – it’s often a pretty simple choice between maintaining a particular security posture and keeping the lights on.  So we need to think about and plan for some degradation, and realise that on occasion, we may need to adopt a different security posture to the perfect (or at least preferred) one in which we normally operate.

How would we do that?  Well, the approach I’m advocating is best described as “managed degradation”.  We allow our systems – including, where necessary our security systems – to degrade to a managed (and preferably planned) state, where we know that they’re not operating at peak efficiency, but where they are operating.  Key, however, is that we know the conditions under which they’re working, so we understand their operational parameters, and can explain and manage the risks associated with this new posture.  That posture may change, in response to ongoing events, and the systems and our responses to those events, so we need to plan ahead (using the techniques I discussed above) so that we can be flexible enough to provide real resiliency.

We need to find modes of operation which don’t expose the crown jewels******** of the business, but do allow key business operations to take place.  And those key business operations may not be the ones we expect – maybe it’s more important to be able to create new orders than to collect payments for them, for instance, at least in the short term.  So we need to discuss the options with the business, and respond to their needs.  This planning is not just security resiliency planning: it’s business resiliency planning.  We won’t be able to consider all the possible failures – though the techniques I outlined above will help us to identify many of them – but the more we plan for, the better we will be at reacting to the surprises.  And, possibly best of all, we’ll be talking to the business, informing them, learning from them, and even, maybe just a bit, helping them understand that the job we do does have some value after all.

*I’m assuming that we’re the Good Guys/Gals**.

**Maybe less story than MBA*** case study.

***There’s no shame in it.

****Well done, by the way.

*****The mythical security community again – see past posts.


*******Preferably at the bottom of a well, encased in concrete, with all storage already removed and destroyed.

********Probably not the actual Crown Jewels, unless you work at the Tower of London.