PostHeaderIcon Managed appliances: security solutions that do more

Managed appliances:

security solutions that do more

The complexity of dealing with enterprise security continues to grow, placing increasingly heavy

demands on the IT department. Vendors have attempted to meet the challenge with solutions

that strive to let the IT administrator do more with constrained resources and less time. But these

have turned out to be at best only partial solutions. This paper introduces the concept of the

managed appliance, highlighting how they serve a specific purpose (i.e. email or web security),

and how they free up time while providing improved security, visibility and peace of mind better

than any other type of security solution available today. It explains how managed appliances score

over conventional appliances in the fundamental principles of efficient security management:

reduced daily administration, an enhanced overall user experience, and proactive vendor support.

Managed appliances: security solutions that do more

Managed appliances:security solutions that do more

In today’s increasingly connected world, the challenges to maintaining business continuity

seem never-ending. Shifting operational priorities, complex and evolving networks, and mounting

internal and external security risks have led to an increasingly volatile environment. Nowhere is this

more evident than in the IT department where success is expected despite daunting project

scopes, tight timeframes, and perpetually strained resources – money, staff, and most significantly,

time.

So how are today’s IT administrators addressing the challenge of providing cost-effective, fullscope

security while ensuring that administrators have time for other, more strategic priorities? The answer is that they are increasingly choosing appliance-based security solutions on the assumption (based on vendor promises) that appliances are easier to set up and use than software.

Easily adaptable to any network infrastructure, and built on a maintenance-free operating system,

appliances are, indeed, a natural form-factor for security solutions. But do they actually fulfill the promise of effective security with less effort?

Do they enable better strategic management by providing better visibility and control? Or are they

simply software on a box, offering no realizable benefit beyond a hardened operating system? Are

they, in fact, simply a modern-day version of the emperor’s new clothes?

Appliances defined

According to Gartner, an appliance is “a computing entity that delivers predefined service(s) through

an application-specific interface, with no accessible operating software.”2

True appliances require a high level of integration between the hardware and software on a

dedicated device. An appliance is not simply pre-installed software imaged onto a generic or

re-branded server. It is a single package that is straightforward to acquire and deploy, minimizes

the degree of configuration required during installation, requires minimal IT support and

alleviates the need to manually patch, configure, and maintain the underlying operating system.

Just 7.91% of the overall IT budget in North

American and European enterprises will go

to security in 2007. 48% of respondents

also identified security initiatives as a major

theme for the IT organization.

Forrester Research, Jan 20071

Managed appliances: security solutions that do more

Conventional appliances: a promise broken

In response to the growing demand for simpler security solutions, vast numbers of appliances have

flooded the market. However, most are not fulfilling the promises of overall time and resource savings.

Further, not all devices marketed as appliances are actually appliances. They fall short of Gartner’s

definition offering neither the predefined service(s) through an application-specific interface nor the

vendor-maintained infrastructure – in many cases, the vendor simply pastes the software onto the

hardware. These appliance-like solutions in reality require substantial time to install, configure and

manage.

Those solutions which try to solve non-specific

problems or pull together non-integrated fragments

of solutions, frequently lack simplicity. As vendors

work to get product to market quickly, they invest

little thought in developing solutions that will

reduce administrator effort, bringing together

disparate functionality, delivering it on a single

server and calling it an appliance. The absence of

integrated design impacts the manageability of the

device and usability suffers dramatically.

However, the ultimate criticism of today’s

appliances is their failure to build confidence that

they are doing what they should. So although the

burden of installation might be reduced to some

degree, and although some appliances do offer

some flexibility if traffic, quarantining, or archiving

requirements change, this does not constitute a

promise fulfilled. Unless the administrator can also

have confidence in the appliance’s performance

and availability, it has not delivered its true

potential.

The managed appliance: the ideal solution

Into this field of incomplete solutions enters the managed appliance, bridging the entire spectrum

of IT concerns and delivering clear benefits in measurable time savings and peace of mind.

It adds value in critical areas such as system health monitoring, tracking of and assisting with

anomalous traffic behavior, and one of the most time-consuming administrative tasks – internal

help desk support.

The ‘managed’ part of a managed appliance becomes apparent when one looks at two

aspects of its design: how it reduces day-to-day administrative overhead and saves time, and how

it is supported by the vendor both proactively and reactively.

Day-to-day administration

Determining the time saved in any IT process

can be difficult to measure. Yet such assessment

becomes important when evaluating the added

value of a security solution. All aspects of an

appliance’s design contribute toward its overall

impact on administration and an experienced

security vendor’s insight into the latest network

security issues can translate into more effective

policy creation and deployment and better overall

user experience.

Streamlined installation

An appliance should be ready to perform within minutes of being taken out of the box, without the administrator having to read tomes of documentation. A well-designed managed appliance provides easy access to an array of

features that makes this possible. For example:

Configuration wizards can save a great deal of time and effort, minimizing data entry and

offering access to targeted help topics when relevant.

Automatic verification of network settings will ensure that the appliance is configured

correctly the first time.

Automatic detection of user authentication systems such as Active Directory® servers

help pre-configure the appliance for the local environment and reduce the amount of time

needed for installation and configuration.

Finally, many administrators want clear confirmation that the appliance is indeed in

regular, scheduled contact with the vendor’s security and software update services.

Instant policy set-up

Security policy optimization is a balance between efficiency and control. Achieving the right

balance should be the vendor’s challenge, not the administrator’s. Vendors with extensive expertise in

dealing with threats and who truly understand the challenges currently faced by IT departments will

offer the optimal combination of powerful default settings and easily accessible (but not excessive)

customization options, available through a wizard-based interface.

Task automation/elimination

There are myriad tasks and events that

administrators should never have to do manually:

download threat definition updates, back up

configuration data, archive logs, upgrade software,

synchronize with LDAP servers for authentication

and policy enforcement, and many more. Yet

most security solutions, including appliances,

fail to deliver even these most basic time-saving

functions. One of the key differentiators of

managed appliances is that they are designed

to reduce or eliminate as many of these tasks as

possible, without forcing compromises in other

areas, such as acceptable use policies, protection

of confidential business data and overall visibility

and control.

Easier access to information

Easy access to relevant, actionable information is the critical foundation to any appliance interface.

The administrator should only require a single graphic user interface (GUI) to manage all

functions of the appliance, and should never need command line access for any task. Frequently

accessed information – such as protection status, traffic patterns, throughput and system health –

should be visible from a central dashboard. When more detail is required, the administrator should

also be able to navigate the interface quickly using as few clicks as possible, regardless of the starting

point or desired destination.

By providing quick, intuitive access to information, through a point-and-click interface with drill-down

capabilities, and separate off-box archiving, a managed appliance makes it easy to carry out

in depth investigation.

Managed appliances do more than simply

cut down on administrative overhead – they

engender the sense of confidence that comes

from knowing that they are operating as

expected and will continue to do so.

Managed appliances: security solutions that do more

Better reporting and visibility

When done properly, a good reporting system helps paint a clear picture of network traffic and

enables better enforcement of security policies. A good reporting system also helps administrators

plan for the future, by watching and predicting the impact of traffic on the overall network, not just

the appliance. A managed appliance goes beyond the narrower scope of functionality addressed by

traditional appliances by providing visibility into how it is affecting or being affected by upstream

and downstream components.

Ongoing vendor support

A key area in which managed appliances score over other solutions, whether hardware- or

software-based, is in the redefinition of the role of the vendor as an extension of an organization’s IT

department. Managed appliances do more than simply cut down on administrative overhead – they

engender the sense of confidence that comes from knowing that they are operating as expected

and will continue to do so. This is achieved by the vendor committing to both local and remote monitoring, and offering high standards of proactive and reactive support – offering an

agreed service level that provides the clearest differentiation between a traditional appliance and

a managed appliance.

Local monitoring and alerting

In order to focus valuable time on other more

mission-critical activities, administrators should be

able to avoid interacting with non-strategic systems

such as security appliances unless a condition exists

that cannot be resolved automatically.

To achieve this goal, the role of the managed

appliance is clear:

Keep track of what’s going on – a comprehensive array of built-in sensors will monitor system

performance and availability and should cover traffic anomalies, security updates and hardware

performance (e.g. temperature or capacity), and more.

Try to fix the problem if one arises – e.g. initiate an FTP backup of logs or quarantine to make

space for new traffic.

Alert the administrator to take some action if necessary – e.g. investigate downstream mail

servers for queue delays, or isolate a spywareinfected client computer for cleanup.

Proactive support

Where managed appliances really stand apart from the crowd is in the domain of proactive support.

With alerts being sent to the vendor as well as the administrator, the vendor is able to confirm that

appliances are being updated on schedule and remotely monitor the health and performance of the

appliance.

In addition, the ability to initiate contact and offer high-quality technical support even before the

customer is aware there might be a problem, means that the vendor is able to prevent costly service

interruptions, stop important data from being lost and avert critical failures that might occur at a

later time if the condition were to go unnoticed. For example, if the FTP server that archives log and

configuration data becomes unavailable, the vendor can contact the administrator directly.

appliances: security solutions that do more

Similarly, if a condition occurs that can fatally interrupt system performance or availability (e.g.

failing hard drive or defective power supply), the normal operating environment can be

rapidly restored with the vendor dispatching a replacement part or unit as soon as possible.

Reactive support

As well as looking for proactive support, appliance

users will have many occasions where they look

to the vendor to react quickly to specific requests.

Changes to the network infrastructure, evolution of

policy, or training a new administrator unfamiliar

with the appliance, might lead the administrator

to want help and guidance from the vendor and it

is in the response to this type of request that the

vendor of a managed appliance again differs from

other appliance vendors.

Traditional support can come in different forms: built into the appliance and accessible via the

GUI, in an online knowledgebase on the vendor’s website, via email, or via live online or telephone

contact with support engineers. But for a managed appliance vendor, there is an additional layer of

reactive support that surpasses the speed and quality of support associated with traditional

appliances and represents the responsibility assumed by the vendor for ensuring appliance

uptime and availability.

This extra layer involves on-demand remote assistance, through which the vendor can log

onto the customer’s appliance and troubleshoot it remotely. Naturally, this service should be heavily

guarded by security, leaving the customer with ongoing control over the remote session and giving

them access to detailed logs of any modification made by the vendor.

Summary

The challenges faced by organizations in maintaining network security while protecting

business information and client confidentiality have become increasingly complex and timeconsuming.

Dealing with emerging security issues while trying to accomplish more strategic

initiatives is an increasingly fine balancing act for IT administrators. Organizations that seek reduced

administrative effort without compromising security or business practices now have a new

choice: managed appliance solutions. Retaining insight and control, avoiding costly down-time,

and ensuring efficient, effective and reliable security can only be achieved by working with

vendors that understand the challenges facing IT departments, and offer solutions that add real

value beyond security.

The Sophos solution

Sophos managed appliances for email and web

security provide the performance, reliability,

insight and support that IT administrators need,

freeing up time to focus on their business and not

on their infrastructure. Every Sophos appliance

is built on a robust, easy-to-install platform

that features a highly intuitive, easy-to-use

management console for quick access to relevant,

actionable information. They include timesaving

features such as automated installation

and configuration, automatic updates to threat

definitions and software every five minutes, an

advanced alerting system, remote heartbeat

monitoring and on-demand remote assistance. In

addition, all appliances come with 24/7 proactive

technical support.

This article was provided by Sophos and is published here with their full permission. Sophos provides full data protection services including: security software, encryption software, antivirus, and malware protection.

This article was provided by Sophos and is reproduced here with their full permission. Sophos provides full data protection services including: security software, encryption software, antivirus, and malware.

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