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Security vs. Compliance in the Cloud

Security is always top of mind for CIOs and CSOs when considering a cloud deployment. An earlier post described the main security challenges companies face in moving applications to the cloud and how CloudSwitch technology simplifies the process. In this post, I’d like to dig a little deeper into cloud security and the standards used to determine compliance.

To codify data security and privacy protection, the industry turns to auditable standards, most notably SAS 70 as well as PCI, HIPAA and ISO 27002. Each one comes with controls in a variety of categories that govern operation of a cloud provider’s data center as well as the applications you want to put there. But what does compliance really mean? For example, is SAS 70 type II good enough for your requirements, or do you need PCI? How can your company evaluate the different security claims and make a sound decision?

SAS 70 (Types I and II)

SAS 70 is a well-known auditing standard that features prominently in many compliance discussions. It encompasses a variety of controls in different categories (physical security, application security, security policies and processes, etc.). SAS 70 is not a specific set of standards; instead service organizations such as cloud providers are responsible for choosing their own controls and the goals those controls intend to achieve. With SAS 70 Type I, an independent auditor evaluates the controls and issues an opinion, while the more coveted Type II is based on at least six months of active data. Accordingly, many providers will state that they are in compliance with Type I, and Type II evaluation is underway. 

SAS 70 has some wiggle room, and you have to dig a little deeper to determine what the certification really involves. The savvy cloud customer will want to know not just whether a cloud is SAS 70 Type II compliant, but what controls they selected in order to get there. This is a question that people normally don’t ask, and under SAS 70 guidelines, service providers have no obligation to tell you. Thus, the level of transparency varies. Some providers may be quite willing to share their audit report describing their controls, objectives and methods. Others will explain that the information is confidential and delivering it would expose company secrets. Or some types of control information may be freely available and others off-limits.

PCI (and Its HIPAA Component)

A second major security standard in cloud computing is PCI. As the security standard for Mastercard and Visa, PCI has a known set of required controls, making it inherently more stringent than SAS 70 where controls are determined by the service provider. The inference is that PCI has stronger security than SAS 70 (and can command higher pricing). However this is not cast in stone—it depends on the SAS 70 controls that the service provider has chosen. Due to the more rigid compliance requirements PCI branding is usually harder to achieve than SAS 70. HIPAA is a subset of PCI, which means that if a cloud is PCI compliant, HIPAA compliance comes with it.

Compliance Building Blocks

Regardless of which standard is used, achieving compliance to run an application in a cloud involves building blocks, with the cloud provider’s physical infrastructure providing the foundation. Infrastructure controls include obvious things like protecting the facility from natural disasters, assuring reliable electrical power (such as backup distribution systems) in the event of outages, and backing up data in the event of a hardware failure. They also include controls governing the cloud provider’s processes and policies such as employee authorization to access the data center and how internal security reviews are performed and reported.

Sitting on top of the infrastructure controls is a separate set of application controls. Multiple levels of security are required, for example, the transport media must be secure and data must be encrypted once it leaves the data center with encryption keys under enterprise control. An application might meet SAS 70 or other standards within a company’s data center but not when it’s moved to a cloud because of exposures that may exist there or along the way. Likewise, a SAS 70 TII application in the cloud may not meet the controls if moved back to the enterprise datacenter, and could require a re-audit.

Deploying to the Cloud

There is a difference between compliance standards and what a company needs to feel secure. For data and applications that have regulatory requirements, compliance standards and audits are mandatory. For these types of applications, we’re still in the very early days for cloud computing—let’s face it, no company is going to put critical regulated applications into the cloud without the ability to conduct complete end-to-end audits. However, even for applications that do not require compliance, enterprises want to know that their data and applications are protected. Achieving security in these environments is where CloudSwitch is focused.

Cloud computing creates a division of responsibility between the cloud provider and the cloud customer. While the cloud provider needs to address infrastructure operation and protection, the customer is responsible for ensuring compliance for their application, and ultimately the overall solution. The central idea here is keep the controls separated between the cloud provider infrastructure and the customer application. If the controls mix, where for example the cloud provider has access to stored data, then things get very complicated. When this occurs, you have to worry about who in the cloud provider’s organization has access to your data, how and when they can access it, and how this access is audited and controlled. If the provider is opaque, then you can’t know. Even if the cloud provider is more transparent in their access polices, you have to evaluate those controls against your standards and potentially have to adjust your own controls in response. Further, you have to adjust to all changes in the cloud provider’s processes over time.

By keeping your systems isolated from the cloud provider’s infrastructure, you can minimize this mixing of controls. Placing protection mechanisms into your resources in the cloud can assure that data moving across the cloud provider’s networks and all data stored in their systems is encrypted. Combined with external key storage and management, your applications can be separated from the cloud provider’s infrastructure. This still requires that the cloud provider run its data center with proper physical security, power management, etc, but can greatly enhance the application level security that the enterprise needs. Finally, this separation can simplify the process of achieving compliance at the application level when running in the cloud. This isolation layer can address a number of the data protection controls by providing a uniform and repeatable process for encrypting data.

The days of cloud computing are just beginning, but with the right combination of cloud providers and additional technologies, it’s not too early to start doing real work in the cloud and to reap the benefits of this new computing paradigm. Our early customers are doing it, and so can you.

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Cloud Federation and the Intercloud

Last week’s post explored federation in the cloud, allowing enterprises to move workloads seamlessly across internal and external clouds according to business and application requirements. Advances in federation are good news for companies considering a move to the cloud since deployments no longer need to be custom projects and applications no longer have to be tightly coupled to a particular cloud.

To follow up, there’s been lots of discussion recently about the concept of the “Intercloud,” a direction for cloud computing that is closely related to federation and ties in with much of our work at CloudSwitch. A term introduced by Cisco, the Intercloud refers to a mesh of clouds that are interconnected based on open standards to provide a universal environment for cloud computing. Like the name suggests, it’s similar to the Internet model, where everything is federated in a ubiquitous, multiple-provider infrastructure.

The primary difference between the Intercloud and federation is that the Intercloud is based on future standards and open interfaces, while federation uses a vendor version of the control plane. With the Intercloud vision, all clouds will have a common understanding of how applications should be deployed. Eventually workloads submitted to a cloud will include enough of a definition (resources, security, service level, geo-location, etc.) that the cloud is able to process the request and deploy the application. This will create the true utility model, where all the requirements are met by the definition and the application can execute “as is” in any cloud with the resources to support it.

What shape the Intercloud will take and what standards will emerge to make it work are part of an ongoing debate. Some industry watchers believe it will happen sooner than later. Others believe that discussion of the Intercloud is premature, wary that embracing standards too quickly will hold back innovation, and therefore the Intercloud will remain only a vision for the foreseeable future. When these debates will be resolved is anyone’s guess, but major progress in cloud integration is already underway, so there’s no need for enterprises to put their cloud plans on hold.   

At CloudSwitch, we believe that the Intercloud is likely to emerge organically as the result of continuing innovations throughout the cloud ecosystem. Federation is one of the prerequisites toward that goal, providing ongoing improvements in cloud interoperability aimed at giving enterprises many new options from which to choose. The ability to federate identity, access and dataset migration is also one of the key requirements for Intercloud activity. This interoperability at the infrastructure level has to work transparently in order to launch applications into the cloud environment and manage the integration. 

The benefits of the Intercloud are in many ways already a practical reality. A significant part of the Intercloud vision can be achieved with a strong federation technology that provides a gateway between different clouds and the internal data center. Users and their companies can avoid lock-in and run workloads in the environment that best matches their needs, based on cost, performance, security, compliance, geography, latency, etc.  In short, some of the most important Intercloud goals can be achieved using technology already coming to market.

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2010 is the Year of the Federated Cloud

In this first post of 2010, I’d like to look at one of the most important cloud issues that enterprises want to tackle: federation in the cloud — across clouds and between the cloud and the data center. Also known as hybrid clouds, the notion of federation has been around since cloud computing began, but as a long-term vision rather than a working solution. This year that gap is going to close.

What Is Cloud Federation?

Federation brings together different cloud flavors and internal resources so companies can select a computing environment on demand that makes sense for a particular workload. It opens the door to a range of useful scenarios that take advantage of cloud capabilities:

  • Using multiple clouds for different applications to match business needs. For example, Amazon AWS or Rackspace could be used for applications that need large horizontal scale, and Savvis or Terremark for applications that need stronger SLAs and higher security. An internal cloud is another federation option for applications that need to live behind the corporate firewall.
  • Allocating different elements of an application to different environments, whether internal or external. For example, an application could run in a cloud while accessing data stored internally as a security precaution. (We call this concept “application stretching.”)
  • Moving an application to meet requirements at different stages in its lifecycle, whether between public clouds or back to the data center. For example, Amazon or Terremark's vCloud Express could be used for development, and when the application is ready for production it could move to Terremark's Enterprise Cloud or similar clouds. This is also important as applications move towards the end of their lifecycle, where they can be moved to lower-cost cloud infrastructure as their importance and duty-cycle patterns diminish.

Enterprise users don’t typically talk about federation per se; they speak in terms of application-specific and general business requirements. While some applications will always belong in their data center, they may have others (possibly hundreds) that could run more cost-effectively in the right cloud. Our customers and prospects tell us that they would love to take advantage of different clouds to get the computing performance they need, along with the desired service levels, scalability, security and price points. And since they aren’t that clear yet on their cloud requirements, and cloud services are in early stages and will continue to evolve, they want the ability to pick up their applications if necessary and move them to other clouds or back to the data center with minimal effort.

The problem is that the cloud is not a homogenous entity, but covers a broad landscape of computing environments, with no consistency between any of them or with the enterprise data center. Federation is the missing link, providing a structure that bridges these disparate environments so enterprise cloud computing can become as seamless and straightforward as it needs to be. Let’s examine some of the key issues and see what CloudSwitch is doing to make federation work.

Bridging the Differences

An application should to be able to run “as is” in any cloud with the resources to support it. But each cloud has its own server platforms, operating system versions, APIs, network settings, storage options—a whole landscape of varied characteristics. Without federation, each cloud deployment becomes a custom “one-off” exercise to meet the requirements of a particular cloud environment. That’s not acceptable internally, and companies are now demanding the ability to leverage different clouds without the underlying engineering efforts required to make it happen.

A unique capability of CloudSwitch is the ability to integrate at an infrastructure level between the data center and different clouds. We sit in the middle of all of these resources and automatically bridge the differences, regardless of variations in virtualization platforms, operating systems, APIs, storage infrastructures or other characteristics of the different clouds. Both internal and cloud resources appear as if they’re running locally, using a common interface spanning multiple clouds and the local environment.

Setting Consistent Rules

Rules and permissions about what employees can do in the cloud must be consistent with those in the data center. Role-based controls are required, for example, to enable a particular individual or group to create servers but not to delete or modify them. However, in these early days of cloud computing, the standard procedure is to allow cloud users access to the cloud credentials; essentially every user has full control and access to the cloud resources. This not only causes control issues but makes auditing and problem resolution difficult since it is unclear who is responsible for any particular action.

CloudSwitch solves this problem by holding the credentials for external clouds and serving as the gateway to cloud accounts. Rather than users accessing their accounts directly, they interact with the cloud through the gateway, which consolidates permissions for all users and multiple clouds for management by an administrator. The approach provides consistent policies governing user and management roles, whether internal or external.  

Streamlining Cloud Management

Federation also means that administrators should be able to manage applications running in one or more clouds as if they were running locally, using their familiar tools and processes for application lifecycle management, monitoring, compliance management, etc. But cloud computing involves a wide assortment of isolated environments to keep track of and manage. Adding to the complexity, cloud providers often have their own management tools that users or administrators need to learn, all different from each other and from what enterprises have internally.

CloudSwitch keeps things simple for the enterprise by replicating the existing IT infrastructure and mapping it to the target cloud. The approach allows current management tools to work seamlessly in the cloud, just as if an application were running locally. Using consistent tools and policies, applications and resources can be managed with the same flexibility, security and control regardless of their location.

Bringing the Vision to Life

Federation is required for cloud computing to be successful, particularly as computing needs continue to expand. Enterprise users want to take advantage of all the capabilities available in the cloud, but without the complexity or risk. The ability to federate this heterogeneous ecosystem—to create a uniform environment spanning external and internal clouds—is going to allow IT organizations to meet user and corporate needs with an agility and economy not previously possible. CloudSwitch is part of an emerging ecosystem that’s making federated cloud a reality.

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