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Secure, Managed File Transfer and Automation Ethan Lin– APAC PreSales Technical

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Page 1: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

Secure, Managed File Transfer and Automation

Ethan Lin– APAC PreSales Technical

Page 2: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

2

Moving Files is Business-critical

Patient Records

Account Statements

Insurance Claims

Legal Documents Loan Information

X-Rays

Test Results

Purchase Orders

XML Data Files

Large Video Files

Credit Card Payments Customer Information

Page 3: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

3

MFT in Action - Banking

Page 4: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

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Many Methods & Many Reasons

Email Attachments Home Grown Scripts Cloud File Share FTP Servers

Page 5: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

5

How do we share files?

企業內外檔案交

MFT Managed File Transfer

使用者間檔案分

Inside Enterprise Cloud

Email Attachment Dropbox, Box.net

Central NAS File Sharing (Copy&Paste) iCloud Drive, Google Drive

Microsoft Lync, Sharepoint Line, WhatsApp, Skype

SMB,NFS,HTTP,FTP Web 2.0 Modern UI

Page 6: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

6

IT needs to deploy systems which

meets users’ needs & provides governance required by IT

IT requirements

Control

Visibility

Security

Compliance

Employee needs

Convenient

Straightforward

Easy to use

Fast

The Balance: Usability & Security

Page 7: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

7

Goals PCI DSS Requirements

Build and Maintain a Secure Network and Systems Install and maintain a firewall conguration to protect cardholder data Prohibit direct public access between the Internet and any system

component in the cardholder data environment.

Protect Cardholder Data

Protect stored cardholder data Encrypt transmission of cardholder data across open, public

networks Do not store sensitive authentication data after authorization Limit cardholder data storage and retention time

Maintain a Vulnerability Management Program Protect all systems against malware and regularly update anti- virus

software or programs

Implement Strong Access Control Measures Restrict access to cardholder data by business need to know Restrict physical access to cardholder data Identify and authenticate access to system components

Regularly Monitor and Test Networks

Track and monitor all access to network resources and cardholder

data Implement audit trails to link all access to system components to

each individual user.

Maintain an Information Security Policy Maintain a policy that addresses information security for all

personnel

PCI DSS Requirements

Page 8: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

8

What are businesses doing today?

Internet Trusted Network

FIREWALL FIREWALL

• Corporate tools being used incorrectly

• Exchange email

• SharePoint

• Public sharing websites

• Personal sync services

• Personal Email

• Self built ftp solutions

• Scripted home grown solutions

• USB memory sticks

• CD/DVD

Page 9: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

9

How a MOVEit System can help

Internet Trusted Network

FIREWALL FIREWALL

• FIPS 140-2 certified security

modules

• AES Encrypted data at rest

• Encrypted data during transit

• SAML/LDAP/AD/Radius/ODBC

• ICAP AV Integration

• ICAP DLP Integration

• Corporate branding

• Tamper proof audit log

• Built in reporting

• Failover / HA support

• Virtualisation Support

Page 10: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

10

How a MOVEit System can help

Internet Trusted Network

FIREWALL FIREWALL

• Multi Protocol Support

• Task Automation

• End to End Encryption

• PGP payload encryption

• FIPS 140-2 Validated

• Tamper evident logging

• Complex workflows with conditional logic

• Synchronisation of files on different systems

• Remote and delegated management

• Automatic restart and Failover

Page 11: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

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• Advanced Tasks with

Conditional Logic

• Alternate Host Failover

• Easily Clone existing settings

• Advanced API Management

• Networked UNC Paths

• PGP, ZIP, External Processing

• Tamper evident audit

• Alerting

Workflow and Automation - System to System

Page 12: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

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Introduction to MOVEit Automation

Page 13: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

13

Web Admin Screenshots

Page 14: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

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People to People on the same MOVEit System Internet Trusted Network

FIREWALL FIREWALL

Person-to-Person

Page 15: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

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Person to Person Transfers Made Easy !

Page 16: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

16

Person to Person Transfers Made Easy !

Upload attachment

and/or message

Page 17: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

17

Person to Person Transfers Made Easy !

Send email notification with link

to message and attachment

Upload attachment

and/or message

Page 18: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

18

Person to Person Transfers Made Easy !

Send email notification with link

to message and attachment

Upload attachment

and/or message

Receive Message

Two Options

• Everything Secured

• File attachment only Secured

Page 19: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

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Person to Person Transfers Made Easy !

Read message and

download attachment

Send email notification with link

to message and attachment

Upload attachment

and/or message

Receive Message

Two Options

• Everything Secured

• File attachment only Secured

Page 20: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

20

Goals PCI DSS Requirements

Build and Maintain a Secure Network and Systems

Install and maintain a firewall configuration to protect cardholder

data Prohibit direct public access between the Internet and any system

component in the cardholder data environment.

Protect Cardholder Data

Protect stored cardholder data Encrypt transmission of cardholder data across open, public

networks Do not store sensitive authentication data after authorization Limit cardholder data storage and retention time

Maintain a Vulnerability Management Program Protect all systems against malware and regularly update anti- virus

software or programs

Implement Strong Access Control Measures Restrict access to cardholder data by business need to know Restrict physical access to cardholder data Identify and authenticate access to system components

Regularly Monitor and Test Networks

Track and monitor all access to network resources and cardholder

data Implement audit trails to link all access to system components to

each individual user.

Maintain an Information Security Policy Maintain a policy that addresses information security for all

personnel

PCI DSS Requirements

Page 21: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

21

HT

TP

S

FT

PS

, S

FT

P,

HT

TP

S

Mobile Users

Any FTPS Client

Any SFTP Client

Other Ipswitch Clients

Microsoft Outlook

Web Browser

Email Server

Any FTPS Server

Any SFTP Server

Mainframe / Unix Server

Network Share

FT

PS

, S

FT

P,

HT

TP

S

FTPS, SFTP, HTTPS, AS1/AS2/AS3

FTPS, SFTP, HTTPS,

AS1/AS2/AS3

Any FTPS Server

Email Server

Any SFTP Server

Any HTTPS Server

Any ASx Server

SMIME Server

Web Browser

Any FTPS Client

Any SFTP Client

Any AS2 or AS3 Client

Other Ipswitch Clients

Mobile Users

FIR

EW

ALL

FIR

EW

ALL

Standard Architecture

Page 22: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

22

SECURE TUNNEL

LOAD BALANCER

(OPTIONAL)

HT

TP

S

FT

PS

, S

FT

P,

HT

TP

S

Mobile Users

Any FTPS Client

Any SFTP Client

Other Ipswitch Clients

Microsoft Outlook

Web Browser

Email Server

Any FTPS Server

Any SFTP Server

Mainframe / Unix Server

Network Share

FT

PS

, S

FT

P,

HT

TP

S

FTPS, SFTP, HTTPS, AS1/AS2/AS3

FTPS, SFTP, HTTPS,

AS1/AS2/AS3

Any FTPS Server

Email Server

Any SFTP Server

Any HTTPS Server

Any ASx Server

SMIME Server

Web Browser

Any FTPS Client

Any SFTP Client

Any AS2 or AS3 Client

Other Ipswitch Clients

Mobile Users

FIR

EW

ALL

FIR

EW

ALL

Gateway-No Data in DMZ

Page 23: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

23

Goals PCI DSS Requirements

Build and Maintain a Secure Network and Systems Install and maintain a firewall conguration to protect cardholder data Prohibit direct public access between the Internet and any system

component in the cardholder data environment.

Protect Cardholder Data

Protect stored cardholder data Encrypt transmission of cardholder data across open, public

networks Do not store sensitive authentication data after authorization Limit cardholder data storage and retention time

Maintain a Vulnerability Management Program Protect all systems against malware and regularly update anti- virus

software or programs

Implement Strong Access Control Measures Restrict access to cardholder data by business need to know Restrict physical access to cardholder data Identify and authenticate access to system components

Regularly Monitor and Test Networks

Track and monitor all access to network resources and cardholder

data Implement audit trails to link all access to system components to

each individual user.

Maintain an Information Security Policy Maintain a policy that addresses information security for all

personnel

PCI DSS Requirements

Page 24: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

24

SECURE TUNNEL

LOAD BALANCER

(OPTIONAL)

HT

TP

S

FT

PS

, S

FT

P,

HT

TP

S

Mobile Users

Any FTPS Client

Any SFTP Client

Other Ipswitch Clients

Microsoft Outlook

Web Browser

Email Server

Any FTPS Server

Any SFTP Server

Mainframe / Unix Server

Network Share

FT

PS

, S

FT

P,

HT

TP

S

FTPS, SFTP, HTTPS, AS1/AS2/AS3

FTPS, SFTP, HTTPS,

AS1/AS2/AS3

Any FTPS Server

Email Server

Any SFTP Server

Any HTTPS Server

Any ASx Server

SMIME Server

Web Browser

Any FTPS Client

Any SFTP Client

Any AS2 or AS3 Client

Other Ipswitch Clients

Mobile Users

FIR

EW

ALL

FIR

EW

ALL

FIPS 140-2

AES256

Page 25: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

25

Goals PCI DSS Requirements

Build and Maintain a Secure Network and Systems Install and maintain a firewall conguration to protect cardholder data Prohibit direct public access between the Internet and any system

component in the cardholder data environment.

Protect Cardholder Data

Protect stored cardholder data Encrypt transmission of cardholder data across open, public

networks Do not store sensitive authentication data after authorization Limit cardholder data storage and retention time

Maintain a Vulnerability Management Program Protect all systems against malware and regularly update anti- virus

software or programs

Implement Strong Access Control Measures Restrict access to cardholder data by business need to know Restrict physical access to cardholder data Identify and authenticate access to system components

Regularly Monitor and Test Networks

Track and monitor all access to network resources and cardholder

data Implement audit trails to link all access to system components to

each individual user.

Maintain an Information Security Policy Maintain a policy that addresses information security for all

personnel

PCI DSS Requirements

Page 26: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

26

Anti-Virus (ICAP)

SECURE TUNNEL

LOAD BALANCER

(OPTIONAL)

HT

TP

S

FTPS, SFTP, HTTPS, AS1/AS2/AS3

FTPS, SFTP, HTTPS,

AS1/AS2/AS3

Any FTPS Server

Email Server

Any SFTP Server

Any HTTPS Server

Any ASx Server

SMIME Server

Web Browser

Any FTPS Client

Any SFTP Client

Any AS2 or AS3 Client

Other Ipswitch Clients

Mobile Users

FIR

EW

ALL

FIR

EW

ALL

FIR

EW

ALL

DATA ZONE

NAS or NAS Cluster

Antivirus ICAP Servers

SQL Server

Standalone or Cluster

Page 27: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

27

Goals PCI DSS Requirements

Build and Maintain a Secure Network and Systems Install and maintain a firewall conguration to protect cardholder data Prohibit direct public access between the Internet and any system

component in the cardholder data environment.

Protect Cardholder Data

Protect stored cardholder data Encrypt transmission of cardholder data across open, public

networks Do not store sensitive authentication data after authorization Limit cardholder data storage and retention time

Maintain a Vulnerability Management Program Protect all systems against malware and regularly update anti- virus

software or programs

Implement Strong Access Control Measures Restrict access to cardholder data by business need to know Restrict physical access to cardholder data Identify and authenticate access to system components

Regularly Monitor and Test Networks

Track and monitor all access to network resources and cardholder

data Implement audit trails to link all access to system components to

each individual user.

Maintain an Information Security Policy Maintain a policy that addresses information security for all

personnel

PCI DSS Requirements

Page 28: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

28

SECURE TUNNEL

LOAD BALANCER

(OPTIONAL)

HT

TP

S

FTPS, SFTP, HTTPS, AS1/AS2/AS3

FTPS, SFTP, HTTPS,

AS1/AS2/AS3

Any FTPS Server

Email Server

Any SFTP Server

Any HTTPS Server

Any ASx Server

SMIME Server

Web Browser

Any FTPS Client

Any SFTP Client

Any AS2 or AS3 Client

Other Ipswitch Clients

Mobile Users

FIR

EW

ALL

FIR

EW

ALL

FIR

EW

ALL

NAS or NAS Cluster

DLP and Antivirus ICAP

Servers

SQL Server

Standalone or Cluster

External DB (File and User Account)

User DB

(AD/Radius/SSO)

Page 29: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

29

Goals PCI DSS Requirements

Build and Maintain a Secure Network and Systems Install and maintain a firewall conguration to protect cardholder data Prohibit direct public access between the Internet and any system

component in the cardholder data environment.

Protect Cardholder Data

Protect stored cardholder data Encrypt transmission of cardholder data across open, public

networks Do not store sensitive authentication data after authorization Limit cardholder data storage and retention time

Maintain a Vulnerability Management Program Protect all systems against malware and regularly update anti- virus

software or programs

Implement Strong Access Control Measures Restrict access to cardholder data by business need to know Restrict physical access to cardholder data Identify and authenticate access to system components

Regularly Monitor and Test Networks

Track and monitor all access to network resources and cardholder

data Implement audit trails to link all access to system components to

each individual user.

Maintain an Information Security Policy Maintain a policy that addresses information security for all

personnel

PCI DSS Requirements

Page 30: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

30

Robust Log Files and Extensive Reporting

Page 31: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

31

Monitor File Transfer Activity and Track Performance

Failed Transfers by End-Point Peak Transfer Analysis

Page 32: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

32

Architecture & Components

HTTPS

• Consolidated reporting

metadata

• Secure webserver

Analytics Server Agent

• Lightweight agent install

on same server as

MOVEit

• Minimal impact on

MOVEit processing

Client

• HTML5 Browser UI

• Easy to use analytics

& reporting

• Create, publish, and

share

Ipswitch Confidential – Do Not Copy or Distribute – Shown only under NDA

Page 33: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

33

Goals PCI DSS Requirements

Build and Maintain a Secure Network and Systems Install and maintain a firewall conguration to protect cardholder data Prohibit direct public access between the Internet and any system

component in the cardholder data environment.

Protect Cardholder Data

Protect stored cardholder data Encrypt transmission of cardholder data across open, public

networks Do not store sensitive authentication data after authorization Limit cardholder data storage and retention time

Maintain a Vulnerability Management Program Protect all systems against malware and regularly update anti- virus

software or programs

Implement Strong Access Control Measures Restrict access to cardholder data by business need to know Restrict physical access to cardholder data Identify and authenticate access to system components

Regularly Monitor and Test Networks

Track and monitor all access to network resources and cardholder

data Implement audit trails to link all access to system components to

each individual user.

Maintain an Information Security Policy Maintain a policy that addresses information security for all

personnel

PCI DSS Requirements

Page 34: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

34

SECURE TUNNEL

LOAD BALANCER

(OPTIONAL)

HT

TP

S

FTPS, SFTP, HTTPS, AS1/AS2/AS3

FTPS, SFTP, HTTPS,

AS1/AS2/AS3

Any FTPS Server

Email Server

Any SFTP Server

Any HTTPS Server

Any ASx Server

SMIME Server

Web Browser

Any FTPS Client

Any SFTP Client

Any AS2 or AS3 Client

Other Ipswitch Clients

Mobile Users

FIR

EW

ALL

FIR

EW

ALL

FIR

EW

ALL

NAS or NAS Cluster

Antivirus ICAP Servers

SQL Server

Standalone or Cluster

External DB (File and User Account)

User DB

(AD/Radius/SSO)

DLP

Page 35: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

35

HA Architecture – Web Farm

SECURE TUNNEL

LOAD

BALANCER

SQL

SERVER

SAN, NAS

OR NAS

CLUSTER

NODE 1

NODE 2

Mobile Users

Any FTPS Client

Any SFTP Client

Other Ipswitch Clients

Microsoft Outlook

Web Browser

FT

PS

, S

FT

P,

HT

TP

S

SECURE TUNNEL

FIR

EW

ALL

FIR

EW

ALL

FIR

EW

ALL

FIR

EW

ALL

Web Browser

Any FTPS Client

Any SFTP Client

Any AS2 or AS3 Client

Other Ipswitch Clients

Mobile Users

Page 36: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

36

File Transfer Affects the Bottom Line

Errors / Exceptions / Problems affected

4-5% of all annual

file transfer volume

Average time to correct errors / problems

related to file transfer:

4-5 hours PER INCIDENT

Security and compliance incidents

increased

4% year-over-year

REDUCING RISK

IMPROVING EFFICIENCY LOW COSTS

Page 37: Secure, Managed File Transfer and Automation• Personal Email • Self built ftp solutions • Scripted home grown solutions • USB memory sticks • CD/DVD 9 How a MOVEit System

37