"The book you are about to read will arm you with the knowledge you need to defend your network from attackers—both the obvious and the not so obvious.... If you are new to network security, don't put this book back on the shelf! This is a great book for beginners and I wish I had access to it many years ago. If you've learned the basics of TCP/IP protocols and run an open source or commercial IDS, you may be asking 'What's next?' If so, this book is for you."
—Ron Gula, founder and CTO, Tenable Network Security, from the Foreword
"Richard Bejtlich has a good perspective on Internet security—one that is orderly and practical at the same time. He keeps readers grounded and addresses the fundamentals in an accessible way."
—Marcus Ranum, TruSecure
"This book is not about security or network monitoring: It's about both, and in reality these are two aspects of the same problem. You can easily find people who are security experts or network monitors, but this book explains how to master both topics."
—Luca Deri, ntop.org
"This book will enable security professionals of all skill sets to improve their understanding of what it takes to set up, maintain, and utilize a successful network intrusion detection strategy."
—Kirby Kuehl, Cisco SystemsEvery network can be compromised. There are too many systems, offering too many services, running too many flawed applications. No amount of careful coding, patch management, or access control can keep out every attacker. If prevention eventually fails, how do you prepare for the intrusions that will eventually happen?
Network security monitoring (NSM) equips security staff to deal with the inevitable consequences of too few resources and too many responsibilities. NSM collects the data needed to generate better assessment, detection, and response processes—resulting in decreased impact from unauthorized activities.
In The Tao of Network Security Monitoring , Richard Bejtlich explores the products, people, and processes that implement the NSM model. By focusing on case studies and the application of open source tools, he helps you gain hands-on knowledge of how to better defend networks and how to mitigate damage from security incidents.
Inside, you will find in-depth information on the following areas.
Whether you are new to network intrusion detection and incident response, or a computer-security veteran, this book will enable you to quickly develop and apply the skills needed to detect, prevent, and respond to new and emerging threats.
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Richard Bejtlich is founder of TaoSecurity, a company that helps clients detect, contain, and remediate intrusions using Network Security Monitoring (NSM) principles. He was formerly a principal consultant at Foundstone--performing incident response, emergency NSM, and security research and training--and created NSM operations for ManTech International Corporation and Ball Aerospace & Technologies Corporation. For three years, Bejtlich defended U.S. information assets as a captain in the Air Force Computer Emergency Response Team (AFCERT). Formally trained as an intelligence officer, he is a graduate of Harvard University and of the U.S. Air Force Academy. He has authored or coauthored several security books, including The Tao of Network Security Monitoring (Addison-Wesley, 2004).
Welcome to The Tao of Network Security Monitoring: Beyond Intrusion Detection. The goal of this book is to help you better prepare your enterprise for the intrusions it will suffer. Notice the term “will.” Once you accept that your organization will be compromised, you begin to look at your situation differently. If you’ve actually worked through an intrusion—a real compromise, not a simple Web page defacement—you’ll realize the security principles and systems outlined here are both necessary and relevant.
This book is about preparation for compromise, but it’s not a book about preventing compromise. Three words sum up my attitude toward stopping intruders: prevention eventually fails. Every single network can be compromised, either by an external attacker or by a rogue insider. Intruders exploit flawed software, misconfigured applications, and exposed services. For every corporate defender, there are thousands of attackers, enumerating millions of potential targets. While you might be able to prevent some intrusions by applying patches, managing configurations, and controlling access, you can’t prevail forever. Believing only in prevention is like thinking you’ll never experience an automobile accident. Of course you should drive defensively, but it makes sense to buy insurance and know how to deal with the consequences of a collision.
Once your security is breached, everyone will ask the same question: now what? Answering this question has cost companies hundreds of thousands of dollars in incident response and computer forensics fees. I hope this book will reduce the investigative workload of your computer security incident response team (CSIRT) by posturing your organization for incident response success. If you deploy the monitoring infrastructure advocated here, your CSIRT will be better equipped to scope the extent of an intrusion, assess its impact, and propose efficient, effective remediation steps. The intruder will spend less time stealing your secrets, damaging your reputation, and abusing your resources. If you’re fortunate and collect the right information in a forensically sound manner, you might provide the evidence needed to put an intruder in jail.
Audience
This book is for security professionals of all skill levels and inclinations. The primary audience includes network security architects looking for ways to improve their understanding of their network security posture. My goal is to provide tools and techniques to increase visibility and comprehension of network traffic. If you feel let down by your network-based intrusion detection system (NIDS), this book is definitely for you. I explain why most NIDS deployments fail and how you can augment existing NIDS with open source tools.
Because this book focuses on open source tools, it is more likely to be accepted in smaller, less bureaucratic organizations that don’t mandate the use of commercial software. Furthermore, large organizations with immense bandwidth usage might find some open source tools aren’t built to handle outrageous traffic loads. I’m not convinced the majority of Internet-enabled organizations are using connections larger than T-3 lines, however. While every tool and technique hasn’t been stress-tested on high-bandwidth links, I’m confident the material in this book applies to a great majority of users and networks.
If you’re a network security analyst, this book is also for you. I wrote this book as an analyst, for other analysts. This means I concentrate on interpreting traffic, not explaining how to install and configure every single tool from source code. For example, many books on “intrusion detection” describe the Transmission Control Protocol/Internet Protocol (TCP/IP) suite and how to set up the Snort open source IDS engine with the Analysis Console for Intrusion Databases (ACID) interface. These books seldom go further because they soon encounter inherent investigative limitations that restrict the usefulness of their tools. Since my analytical techniques do not rely on a single product, I can take network-based analysis to the next level. I also limit discussion of odd packet header features, since real intrusions do not hinge on the presence of a weird TCP flag being set. The tools and techniques in this book concentrate on giving analysts the information they need to assess intrusions and make decisions, not just identify mildly entertaining reconnaissance patterns.
This book strives to not repeat material found elsewhere. You will not read how to install Snort or run Nmap. I suggest you refer to the recommended reading list in the next section if you hunger for that knowledge. I introduce tools and techniques overlooked by most authors, like the material on protocol anomaly detection by Brian Hernacki, and explain how you can use them to your advantage.
Technical managers will appreciate sections on best practices, training, and personnel issues. All the technology in the world is worthless if the staff manning it doesn’t understand their roles, responsibilities, and escalation procedures. Managers will also develop an intuition for the sorts of information a monitoring process or product should provide. Many vendors sell services and products named with combinations of the terms “network,” “security,” and “monitoring.” This book creates a specific definition for network security monitoring (NSM), built on a historical and operational foundation.
Prerequisites
I’ve tried to avoid duplicating material presented elsewhere, so I hope readers lacking prerequisite knowledge take to heart the following reading suggestions. I highly recommend reading the following three books prior to this one. If you’ve got the necessary background, consider these titles as references.
If you need an introduction to intrusion detection theory, I recommend the following book:
It helps to have a good understanding of TCP/IP beyond that presented in the aforementioned titles. The following are a few of my favorite books on TCP/IP.
One other book deserves mention, but I request you forgive a small amount of self-promotion. The Tao of Network Security Monitoring is primarily about detecting incidents through network-based means. In some senses it is also an incident response book. Effective incident response, however, reaches far beyond network-based evidence. To learn more about host-based data, such as file systems and memory dumps, I recommend Real Digital Forensics (Boston, MA: Addison-Wesley, 2005). I wrote the network monitoring sections of the book, and coauthors Keith Jones and Curtis Rose did the host- and memory-level forensics. If you’d like to see the big picture for incident response, read Real Digital Forensics.
A Note on Operating Systems
All of the tools I discuss in this book run on the FreeBSD (http://www.freebsd.org) operating system. FreeBSD is a UNIX-like, open source environment well suited for building network security monitoring platforms. If you’re familiar with Linux or any other Berkeley Software Distribution (OpenBSD or NetBSD), you’ll have no trouble with FreeBSD. I strongly recommend running NSM tools on UNIX-like platforms like the BSDs and Linux.
You might consider trying a live CD-ROM FreeBSD distribution prior to committing a hard drive to installation. You may already know about Knoppix (http://www.knopper.net/knoppix/index-en.html), the most famous Linux-based live CD-ROM operating system. FreeBSD offers the FreeSBIE distribution (http://www.freesbie.org). FreeSBIE recently shipped version 1.0, based on the FreeBSD 5.2.1 RELEASE edition.
Live distributions boot from the CD-ROM and run all programs within memory. They can be configured to write to removable media like USB thumb drives or the hard drive of the host computer. Live distributions are a good way to test hardware compatibility before going through the time and effort to install a new operating system on a system’s hard drive. For example, before upgrading a FreeBSD 4.9–based system to version 5.2.1, I booted a FreeBSD 5.2.1–based live distribution and checked whether it saw all of the hardware properly.
Many security tools are included in the distribution, including Nessus, Nmap and NmapFE, Snort, and Ethereal. I am investigating building an NSM-minded FreeBSD-based live distribution to run the tools discussed in this book.
If you want to learn about FreeBSD, I suggest these books.
I’m often asked why I use FreeBSD and not OpenBSD. I use FreeBSD because I believe it is the best general-purpose operating system available. It has more applications in its ports tree, a larger development community, and better network and multiprocessor performance. I develop and test all of my applications and techniques on FreeBSD.
OpenBSD is more innovative in terms of security, with integrated defensive features like Systrace, the Pf firewall, increased use of privilege separation, and relentless removal of coding flaws. I believe OpenBSD may be a superior platform for building dedicated “security appliances.” Once the application is tested under a general-purpose operating system like FreeBSD, it can be deployed on a security-minded platform like OpenBSD.
As the TrustedBSD project (http://www.trustedbsd.org) brings additional security features into the FreeBSD 5.x tree, FreeBSD’s security features are competing well with OpenBSD. FreeBSD is beginning to adopt security systems like mandatory access control that are found in commercial operating systems like Trusted Solaris. In reality all three major BSD projects feed security ideas into each other, so competition among the projects is not a huge concern.
Linux and Windows users might wonder where I stand on their operating systems. I believe Linux benefits from having a very large development community. Because so many coders run Linux, users are more likely to see patches introduced to improve Tcpdump’s performance or implement other features useful to security professionals. I still prefer the BSDs to Linux because Linux is a kernel supplemented by tools selected by various distribution aggregators. There is also doubt about which Linux distribution is most likely to be used by the community. Prior to the arrival of Fedora Core, Red Hat Linux was more or less the de facto standard. Debian may be the heir to Red Hat’s throne, but that situation remains in flux. This is not the best environment for developing security applications and standards.
Windows is an operating system for consumers. It was designed to “make life easy” at the expense of security and operational transparency. The underlying Windows design model has not withstood connectivity to the Internet very well. The operating system provides far too many services on single ports. How can one disable port 135 or 139 TCP, for example, without breaking a dozen built-in applications?
I believe the supposed ease of use of a Windows system, even if one accepted this feature to be true, is far outweighed by the risk of introducing the operating system in a critical security role. Those adding a security platform to a network should not violate the first rule of the Hippocratic Oath: do no harm. I have far more confidence in the reliability and resiliency of a FreeBSD or other UNIX system compared to a Windows system.
Scope
The book is broken into five major parts, followed by an epilogue and appendices. You can focus on the areas that interest you, as the sections were written in a modular manner. You may wonder why greater attention is not paid to popular tools like Nmap or Snort. With The Tao of Network Security Monitoring, I hope to break new ground by highlighting ideas and tools seldom seen elsewhere. If I don’t address a widely popular product, it’s because it has received plenty of...
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