By Jason Yuan, McAfee Group Product Manager for Virtualization
Hello from Moscone Center, San Francisco, where it is the third day of RSA Conference, 2008. There’s a lot of talk these days about virtualization. A lot of talk. Why all the excitement? The answer is simple: Virtualization can save companies a lot of money. That’s why half of North American enterprises have a virtualization deployment, with EMEA following close behind at 35 percent. Virtualization is one of the hottest technologies we’ve seen in the past 20 years, and it’s only getting hotter.
At the highest level, virtualization allows a single piece of hardware to run multiple “virtual machines.” That means cost savings through server consolidation, where a single physical server can now do what used to take anywhere from eight to 20 individual units. This not only saves money on hardware and human resources, but also in power costs, which suck up some 30 percent of the average datacenter expenses and account for 1.5 percent of all U.S. electricity use. Talk about going green in a big way. Virtualization also facilitates more efficient business continuity planning (BCP), allowing companies to scale instantly by turning additional virtual machines on or off to accommodate spikes (or dips) based on actual or anticipated loads. And it leads to better manageability of the desktop because virtualized images allow for standardized configuration, management and security of hundreds to thousands of desktops from a centralized location.
There’s no question that virtualization can dramatically reduce IT costs, which is an attractive incentive for any enterprise. From a security perspective, however, virtual machines are subject to the same threats as traditional physical systems. And virtualization technology has its own set of challenges, so it’s important to be prepared—or you might end up flat on your face.
What are some of the risks of virtualization technology? For one it has become a prime target for hackers. To borrow a line from our CTO Christopher Bolin, “when a platform or application becomes broadly used, it will be attacked.” If the bad guys were to gain access to the virtualization infrastructure, they would have direct access to the data-rich hard drive, CPU and memory, bypassing traditional security measures, and without the knowledge of users. At McAfee we saw the amount of vulnerabilities associated with virtualization software code double from 2006 to 2007.
Virtualized environments also face the threat of contamination. Good security practice calls for segregated network zones, especially when different servers or dozens of desktops share the same physical resources. However, today’s virtual infrastructure does not offer any network-based segmentation inside a physical system. A worm or virus can spread quickly from virtual machine to virtual machine, much like a contagious disease can spread if the first person to get sick isn’t quarantined. By design a virtualized environment has no gates, and thus no natural protective segregation.
In a twist of irony, another risk of virtualization software lies in the images that are regularly taken to back up the system. Due to the ease of taking these snapshots, they are much more plentiful than in a traditional physical environment. These backups are often dormant, often for months. Several months is plenty of time in security terms. A recently developed threat can easily take down an unpatched operating system or application. When the virtual images are brought back online, they are immediately plugged into the production environment. In one instance, a worm was injected into a production network by an infected virtual machine, which brought down thousands of servers.
Not to say that I’m not a fan of virtualization software, or that it isn’t secure. Far from it. I believe virtualization is where we are all headed, but as a security professional it’s my job to take the safest route there. So if you’re going to jump on the bandwagon, here’s some advice on how to do it:
1. Invite the security folks to the table
If you’re going to launch a virtualization initiative, have security be part of it. It’s that simple, yet a surprising number of cross-functional tiger teams are still comprised solely of operations, applications and server groups. This oversight could be a resource issue, or an ignorance issue, or maybe a fear that the security people will slow everything down. But regardless of the reason, it needs to change.
2. Apply certified security countermeasure to your virtualized environment
Just like physical machines, virtual machines are at risk of attack by viruses, worms, malware, etc., so it’s important to apply your existing security countermeasures to them. When picking security products, ask the vendors how these products are supported in your intended virtualization environment. If you run into issues with a specific deployment, make sure the vendor’s entire support staff (Tier 1, Tier 2 and Tier 3) is equipped to handle your configuration. In addition, be mindful of added management overhead you may introduce. It’s a good idea to use the same security measure for both virtual and physical systems, so you don’t have to use one set of security clients and management console for virtualized environment, and a different set for your physical environment.
3. Engage a vendor-agnostic security consultant who knows virtualization
Deploying a secure virtualized environment involves more than just the technology. Objective, experienced consultants can help you manage the entire transition, from installing the software to training the people who are going to manage it. They can also make sure your keep the proper security processes in place to accommodate the new environment.
There is no “perfect” security system, but there are proven best practices for security, whether the environment is physical or virtualized. The problem is that not all companies that are migrating to virtualization are applying the correct security processes. Such process can admittedly be extremely expensive just to mitigate risk, but gambling with valuable company data, including customer data, is not an option for any company worthy of having customers. Research shows just one out of eight keep the same processes in place after the transition, which means seven others are inviting real trouble to walk through their virtual door.
So go ahead and virtualize. Just do it the secure way.
- Jason Yuan yuan@mcafee.com
Jason Yuan, McAfee Group Product Manager for Virtualization