Risk Management in Voice Solutions: Baseline VoIP Security
Brian Wilson, a Senior Security Architect with my team, specializes in the area of Risk Management and Compliance. With this post he begins a series of articles related to identifying and documenting a baseline security architecture for voice systems using a risk management approach. Lawrence
Part 1 – Establishing Security Requirements
The objective of this series of blog posts is to take the reader through the process of designing a baseline security architecture for voice solutions base on a generic Implementation. Part 1 of this series will focus on how and where security requirements fit in to the Risk Management process.
The process of risk management (RM) is continuous and is based on defining and establishing an acceptable level of risk. Once initiated, the process adapts to the following methodology:

- Plan: Establish voice security requirements based on compliance to laws and regulations, threat and risk assessments and specific voice implementation issues.
- Do: Select and implement security controls related to the voice implementation that meet these security requirements.
- Check: continuously re-assess the threats and risks to the security architecture ensuring the implemented security controls maintain an acceptable level of risk.
- Act: Take corrective and preventive actions, based on the results of changes, assessments and audits.
To start the process one must establish and document security requirements which in turn will be used to define a baseline security architecture.
Establishing a set of security requirements begins with identifying the environment in which the system will operate. For example, a hospital environment would require the security practitioner take in to account regulatory and legislative requirements such as the Health Insurance Portability and Accountability Act (HIPAA) in the U.S.A, the Personal Information Protection and Electronic Documents Act (PIPEDA) in Canada, and/or the European Union Data Protection Act in the EU, among various others. These regulatory requirements will then lead to specific mandatory security requirements. Using the example of the hospital, one might have a security requirement similar to: “The hospital shall implement hardware, software, and/or procedural mechanisms that record and examine activity in information systems that contain or use electronic protected health information.”
Once these “mandatory” security requirements are documented, there will be a need to identify more implementation specific security requirements. In these cases, security requirements can be based on assessing the risks associated with a particular voice implementation or derived from existing organizational policies, local laws, and special needs associated with the organization’s service offerings. An example of this would be an organization that has many public areas were internal staff phones may be exposed. There may be specific needs for positioning phones so that they are observable at all times. This could be expressed through requirements such as “IP phones must be positioned such that any unauthorized use can be easily detected.”
Once the security requirements are documented, security controls must be selected (Part 2 of this series) that map back to the requirements, and then appropriately applied to the architecture. After all of the appropriate controls have been selected and applied, the resulting configuration becomes the baseline security architecture of the platform.
Once placed into a production setting, this baseline is then monitored and adjusted to account for:
- an incident resulting in a compromise of the voice solution, which results in a loss of confidentiality, integrity, or availability of the information/data processed, stored, or transmitted by the system;
- an identified evolving threat which affects the voice solution’s operation, or its assets, based on security advisory information, security research, and/or other credible sources of security information;
- significant changes made to the configuration of the voice solution’s design through the removal or addition of new hardware, software, or firmware; changes are made in the operational environment which may potentially degrade the security posture of the implementation; or
- any other time when the security posture of the system is affected.
In part 2 of this series we will look at Selecting Controls. This will cover mapping controls to security requirements and ensuring the controls selected are aligned with international standards and industry best practices.
Brian Wilson, CD, CISSP, CISA
Senior Security Architect
Nortel

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