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Tony Pearson is a Master Inventor and Senior Managing Consultant for the IBM System Storage product line at the
IBM Executive Briefing Center in Tucson Arizona, and featured contributor
to IBM's developerWorks. In 2011, Tony celebrated his 25th year anniversary with IBM Storage (June 16) on the same day as IBM's Centennial. He is
author of the Inside System Storage series of books. This blog is for the open exchange of ideas relating to storage and storage networking hardware, software and services. You can also follow him on Twitter @az990tony.
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Tomorrow, according to the [Mayan calendar], the end of the 5,125 year cycle rolls over, so it only makes sense to party like it's 1999!
Of course, if you were in the IT industry 13 years ago, you may remember similar hoopla around [Year 2000] when the Gregorian calendar rolled over from "99" to "00". Some of us were asked to work right up to the last day of 1999, and be on-call the first week of 2000, just in case! Tomorrow may prove to be more or less a repeat of that.
Fortunately, there was plenty of other reasons to celebrate these past few weeks.
Birthdays in December Party
The IBM Tucson employees and contractors of building 9070 got together for a combination party, celebrating both the end of 2012 and for three people with birthdays in December: my former manager Bill, my colleague Kris, and myself. Here is our birthday cake! Afterwards, we allVacation movie.
(Note: This was sponsored by my third-line manager, David Gelardi, who one way or another, is responsible for all the IBMers in this building. Thank you David! )
This will be the last year for us to do this, as we are planning to move over to join the employees of building 9032 next year!
IBM Club Event
The IBM Club had its final event at [Golf N' Stuff] family fun park. Over 700 IBM employees and their family members came to eat breakfast burritos and play miniature golf and other games. It had rained earlier in the morning, so the go-kart track was wet, and the staff were trying to dry with leaf blowers. The rest of the park was fully operational, and the weather cleared up nicely. Mo, Rafael and I played golf but the turf was still wet in a few spots. There were also video games, bumper boats, and batting cages.
IBM volunteers dressed up as fictional characters for the kids to take pictures with.
I was proud to be a member of the seven-person IBM Club board for 2012. When I was nominated, I didn't think I stood a chance to be elected, as I was running against five or six other well-qualified candidates, but somehow it happened. I am glad to have been part of the 19-year tradition of the IBM Club history.
(Note: I didn't campaign for this position, but many IBMers in Tucson knew that I had previously owned and managed Tucson Fun & Adventures that organized 15-25 events every month for hundreds of single adults in the Tucson area. This might have helped my chances for election a bit!)
Next year, the IBM Club transitions to the more-efficient "Club Central" model, which is both board-less and cash-less. Instead of a seven-person board organizing events that are fully-funded or partially-subsidized by IBM, events will now be organized by IBM volunteers who post the details on Facebook. All participants simply pay for the events they attend directly to the venue or facility involved.
While the National Aeronautics and Space Administration [NASA] has put out videos and press releases these past 10 days to assure us [there will be a 2013], this shouldn't stop anyone from having a good time! If you did anything special to celebrate the end of the Mayan Calendar, please comment below!
Today is my birthday. Another year around the sun.
Actually, there are several other famous people who have December 18 as their birthday as well. Rather than focusing on myself, I thought I would share the love with the others who share the same day. Here are a few of my favorite celebrities:
[Kari] is famous for her role on the TV show Mythbusters. While she still looks like she's in her twenties, I was surprised to learn that we are less than a decade apart in age! The show is credited with helping young students get excited for Science, Technology, Engineering and Math (STEM) topics.
Most recently, I watched her in the series covering [Punkin Chunkin], an annual contest where teams of engineers design machines to throw pumpkins the furthest across a large field. Some are able to propel the pumpkin over half a mile in distance!
[Steven] is famous for directing some of my favorite movies, including Close Encounters of the Third Kind, Jurassic Park, and Raiders of the Lost Ark and the rest of the Indiana Jones series. He won academy awards for his films Schindler's List and Saving Private Ryan.
[Christina] is singer/songwriter, and one of the judges on the TV show The Voice. I especially enjoyed her performance of her song "Reflection" in the Disney animated film Mulan.
[Ray] is famous for acting in a variety of movies, everything from a mobster in Goodfellas, to a baseball player in Field of Dreams. I immediately recognized his voice as one the characters in my favorite video game, Grand Theft Auto.
"Stone Cold" Steve Austin
While I am not a big fan of wrestling, I prefer to think of [Steve] in his roles in various action movies, including The Condemned, The Stranger, and The Expendables.
[Katie] is an actress in movies like Abandon and Batman Begins, but is more famous for having married, and then later divorced, Tom Cruise.
[Brad] is famous for acting in a variety of movies, including Seven, 12 Monkeys, and The Curious Case of Benjamin Button. For those who still don't fully understand "big data" analytics, I highly recommend the movie Moneyball, in which Brad plays the General Manager Billy Beane of the Oakland A's baseball team, during their wildly successful 2002 season.
While I have never met of these celebrities in person, I wish them all a happy birthday today!
In my last blog post [Full Disk Encryption for Your Laptop] explained my decisions relating to Full-Disk Encryption (FDE) for my laptop. Wrapping up my week's theme of Full-Disk Encryption, I thought I would explain the steps involved to make it happen.
Last April, I switched from running Windows and Linux dual-boot, to one with Linux running as the primary operating system, and Windows running as a Linux KVM guest. I have Full Disk Encryption (FDE) implemented using Linux Unified Key Setup (LUKS).
Here were the steps involved for encrypting my Thinkpad T410:
Step 0: Backup my System
Long-time readers know how I feel about taking backups. In my blog post [Separating Programs from Data], I emphasized this by calling it "Step 0". I backed up my system three ways:
Backed up all of my documents and home user directory with IBM Tivoli Storage Manager.
Backed up all of my files, including programs, bookmarks and operating settings, to an external disk drive (I used rsync for this). If you have a lot of bookmarks on your browser, there are ways to dump these out to a file to load them back in the later step.
Backed up the entire hard drive using [Clonezilla].
Clonezilla allows me to do a "Bare Machine Recovery" of my laptop back to its original dual-boot state in less than an hour, in case I need to start all over again.
Step 1: Re-Partition the Drive
"Full Disk Encryption" is a slight misnomer. For external drives, like the Maxtor BlackArmor from Seagate (Thank you Allen!), there is a small unencrypted portion that contains the encryption/decryption software to access the rest of the drive. Internal boot drives for laptops work the same way. I created two partitions:
A small unencrypted partition (2 GB) to hold the Master Boot Record [MBR], Grand Unified Bootlloader [GRUB], and the /boot directory. Even though there is no sensitive information on this partition, it is still protected the "old way" with the hard-drive password in the BIOS.
The rest of the drive (318GB) will be one big encrypted Logical Volume Manager [LVM] container, often referred to as a "Physical Volume" in LVM terminology.
Having one big encrypted partition means I only have to enter my ridiculously-long encryption password once during boot-up.
Step 2: Create Logical Volumes in the LVM container
I create three logical volumes on the encrypted physical container: swap, slash (/) directory, and home (/home). Some might question the logic behind putting swap space on an encrypted container. In theory, swap could contain sensitive information after a system [hybernation]. I separated /home from slash(/) so that in the event I completely fill up my home directory, I can still boot up my system.
Step 3: Install Linux
Ideally, I would have lifted my Linux partition "as is" for the primary OS, and a Physical-to-Virtual [P2V] conversion of my Windows image for the guest VM. Ha! To get the encryption, it was a lot simpler to just install Linux from scratch, so I did that.
Step 4: Install Windows guest KVM image
The folks in our "Open Client for Linux" team made this step super-easy. Select Windows XP or Windows 7, and press the "Install" button. This is a fresh install of the Windows operating system onto a 30GB "raw" image file.
(Note: Since my Thinkpad T410 is Intel-based, I had to turn on the 'Intel (R) Virtualization Technology' option in the BIOS!)
There are only a few programs that I need to run on Windows, so I installed them here in this step.
Step 5: Set up File Sharing between Linux and Windows
In my dual-boot set up, I had a separate "D:" drive that I could access from either Windows or Linux, so that I would only have to store each file once. For this new configuration, all of my files will be in my home directory on Linux, and then shared to the Windows guest via CIFS protocol using [samba].
In theory, I can share any of my Linux directories using this approach, but I decide to only share my home directory. This way, any Windows viruses will not be able to touch my Linux operating system kernels, programs or settings. This makes for a more secure platform.
Step 6: Transfer all of my files back
Here I used the external drive from "Step 0" to bring my data back to my home directory. This was a good time to re-organize my directory folders and do some [Spring cleaning].
Step 7: Re-establish my backup routine
Previously in my dual-boot configuration, I was using the TSM backup/archive client on the Windows partition to backup my C: and D: drives. Occasionally I would tar a few of my Linux directories and storage the tarball on D: so that it got included in the backup process. With my new Linux-based system, I switched over to the Linux version of TSM client. I had to re-work the include/exclude list, as the files are different on Linux than Windows.
One of my problems with the dual-boot configuration was that I had to manually boot up in Windows to do the TSM backup, which was disruptive if I was using Linux. With this new scheme, I am always running Linux, and so can run the TSM client any time, 24x7. I made this even better by automatically scheduling the backup every Monday and Thursday at lunch time.
There is no Linux support for my Maxtor BlackArmor external USB drive, but it is simple enough to LUKS-encrypt any regular external USB drive, and rsync files over. In fact, I have a fully running (and encrypted) version of my Linux system that I can boot directly from a 32GB USB memory stick. It has everyting I need except Windows (the "raw" image file didn't fit.)
I can still use Clonezilla to make a "Bare Machine Recovery" version to restore from. However, with the LVM container encrypted, this renders the compression capability worthless, and so takes a lot longer and consumes over 300GB of space on my external disk drive.
Backing up my Windows guest VM is just a matter of copying the "raw" image file to another file for safe keeping. I do this monthly, and keep two previous generations in case I get hit with viruses or "Patch Tuesday" destroys my working Windows image. Each is 30GB in size, so it was a trade-off between the number of versions and the amount of space on my hard drive. TSM backup puts these onto a system far away, for added protection.
Step 8: Protect your Encryption setup
In addition to backing up your data, there are a few extra things to do for added protection:
Add a second passphrase. The first one is the ridiculously-long one you memorize faithfully to boot the system every morning. The second one is a ridiculously-longer one that you give to your boss or admin assistant in case you get hit by a bus. In the event that your boss or admin assistant leaves the company, you can easily disable this second passprhase without affecting your original.
Backup the crypt-header. This is the small section in front that contains your passphrases, so if it gets corrupted, you would not be able to access the rest of your data. Create a backup image file and store it on an encrypted USB memory stick or external drive.
If you are one of the lucky 70,000 IBM employees switching from Windows to Linux this year, Welcome!
Earlier this year, IBM mandated that every employee provided a laptop had to implement Full-Disk Encryption for their primary hard drive, and any other drive, internal or external, that contained sensitive information. An exception was granted to anyone who NEVER took their laptop out of the IBM building. At IBM Tucson, we have five buildings, so if you are in the habit of taking your laptop from one building to another, then encryption is required!
The need to secure the information on your laptop has existed ever since laptops were given to employees. In my blog post [Biggest Mistakes of 2006], I wrote the following:
"Laptops made the news this year in a variety of ways. #1 was exploding batteries, and #6 were the stolen laptops that exposed private personal information. Someone I know was listed in one of these stolen databases, so this last one hits close to home. Security is becoming a bigger issue now, and IBM was the first to deliver device-based encryption with the TS1120 enterprise tape drive."
Not surprisingly, IBM laptops are tracked and monitored. In my blog post [Using ILM to Save Trees], I wrote the following:
"Some assets might be declared a 'necessary evil' like laptops, but are tracked to the n'th degree to ensure they are not lost, stolen or taken out of the building. Other assets are declared "strategically important" but are readily discarded, or at least allowed to [walk out the door each evening]."
Unfortunately, dual-boot environments won't cut it for Full-Disk Encryption. For Windows users, IBM has chosen Pretty Good Privacy [PGP]. For Linux users, IBM has chosen Linux Unified Key Setup [LUKS]. PGP doesn't work with Linux, and LUKS doesn't work with Windows.
For those of us who may need access to both Operating Systems, we have to choose. Select one as the primary OS, and run the other as a guest virtual machine. I opted for Red Hat Enterprise Linux 6 as my primary, with LUKS encryption, and Linux KVM to run Windows as the guest.
I am not alone. While I chose the Linux method voluntarily, IBM has decided that 70,000 employees must also set up their systems this way, switching them from Windows to Linux by year end, but allowing them to run Windows as a KVM guest image if needed.
Let's take a look at the pros and cons:
LUKS allows for up to 8 passphrases, so you can give one to your boss, one to your admin assistant, and in the event they leave the company, you can disable their passphrase without impacting anyone else or having to memorize a new one. PGP on Windows supports only a single passphrase.
Linux is a rock-solid operating system. I found that Windows as a KVM guest runs better than running it natively in a dual-boot configuration.
Linux is more secure against viruses. Most viruses run only on Windows operating systems. The Windows guest is well isolated from the Linux operating system files. Recovering from an infected or corrupted Windows guest is merely re-cloning a new "raw" image file.
Linux has a vibrant community of support. I am very impressed that anytime I need help, I can find answers or assistance quickly from other Linux users. Linux is also supported by our help desk, although in my experience, not as well as the community offers.
Employees that work with multiple clients can have a separate Windows guest for each one, preventing any cross-contamination between systems.
Linux is different from Windows, and some learning curve may be required. Not everyone is happy with this change.
(I often joke that the only people who are comfortable with change are babies with soiled diapers and prisoners on death row!)
Implementation is a full re-install of Linux, followed by a fresh install of Windows.
Not all software required for our jobs at IBM runs on Linux, so a Windows guest VM is a necessity. If you thought Windows ran slowly on a fully-encrypted disk, imagine how much slower it runs as a VM guest with limited memory resources.
In theory, I could have tried the Windows/PGP method for a few weeks, then gone through the entire process to switch over to Linux/LUKS, and then draw my comparisons that way. Instead, I just chose the Linux/LUKS method, and am happy with my decision.
For the past three decades, IBM has offered security solutions to protect against unauthorized access. Let's take a look at three different approaches available today for the encryption of data.
Approach 1: Server-based
Server-based encryption has been around for a while. This can be implemented in the operating system itself, such as z/OS on the System z mainframe platform, or with an applicaiton, such as IBM Tivoli Storage Manager for backup and archive.
While this has the advantage that you can selectively encrypt individual files, data sets, or columns in databases, it has several drawbacks. First, you consume server resources to perform the encryption. Secondly, as I mention in the video above, if you only encrypt selected data, the data you forget to, or choose not to, encrypt may result in data exposure. Third, you have to manage your encryption keys on a server-by-server basis. Fourth, you need encryption capability in the operating system or application. And fifth, encrypting the data first will undermine any storage or network compression capability down-line.
Approach 2: Network-based
Network-based solutions perform the encryption between the server and the storage device. Last year, when I was in Auckland, New Zealand, I covered the IBM SAN32B-E4 switch in my presentation [Understanding IBM's Storage Encryption Options]. This switch receives data from the server, encrypts it, and sends it on down to the storage device.
This has several advantages over the server-based approach. First, we offload the server resources to the switch. Second, you can encrypt all the files on the volume. You can select which volumes get encrypted, so there is still the risk that you encrypt only some volumes, and not others, and accidently expose your data. Third, the SAN32B-E4 can centralized the encryption key management to the IBM Tivoli Key Lifecycle Manager (TKLM). This is also operating system and application agnostic. However, network-based encryption has the same problem of undermining any storage device compression capability, and often has a limit on the amount of data bandwidth it can process. The SAN32B-E4 can handle 48 GB/sec, with a turbo-mode option to double this to 96 GB/sec.
Approach 3: Device-based
Device-based solutions perform the encryption at the storage device itself. Back in 2006, IBM was the first to introduce this method on its [TS1120 tape drive]. Later, it was offered on Linear Tape Open (LTO-4) drives. IBM was also first to introduce Full Disk Encryption (FDE) on its IBM System Storage DS8000. See my blog post [1Q09 Disk Announcements] for details.
As with the network-based approach, the device-based method offloads server resources, allows you to encrypt all the files on each volume, can centrally manage all of your keys with TKLM, and is agnostic to operating system and application used. The device can compress the data first, then encrypt, resulting in fewer tape cartridges or less disk capacity consumed. IBM's device-based approach scales nicely. IBM has an encryption chip is placed in each tape drive or disk drive. No matter how many drives you have, you will have all the encryption horsepower you need to scale up.
Not all device-based solutions use an encryption chip per drive. Some of our competitors encrypt in the controller instead, which operates much like the network-based approach. As more and more disk drives are added to your storage system, the controller may get overwhelmed to perform the encryption.
The need for security grows every year. Enterprise Systems are Security-ready to protect your most mission critical application data.