Configuration Management


Configuration management is a systematic approach to ensuring that the desired state of an IT system is maintained throughout its lifecycle.

  • involves identifying and documenting all the infrastructure and devices installed at a site
  • implemented using the following elements:
    • Service assets
      • are things, processes, or people that contribute to the delivery of an IT service
      • Each asset must be identified by some sort of label
    • configuration item (CI)
      • an asset that requires specific management procedures for it to be used to deliver the service
      • defined by their attributes
    • configuration management system (CMS)
      • tools and databases that collect, store, manage, update, and present information about CIs
      • small network might capture this information in spreadsheets and diagrams
      • dedicated applications for enterprise CMSs

Configuration States

  • Configuration states:
    • baseline
      • documents the approved or authorized state of a CI
      • allows auditing processes to detect unexpected or unauthorized change
      • can be a:
        • configuration baseline
          • e.g., ACL applied to a firewall
        • performance baseline
          • e.g., throughput achieved by the firewall
      • also called a golden configuration
    • product configuration
      • the state of a CI as used within a working network
      • might deviate temporarily or persistently from the baseline
      • deviation is often referred to as configuration drift
    • backup configuration
      • a copy of the production configuration made at a particular time
      • can also suffer from configuration drift
  • Monitoring configurations requires production and backup states to be compared to the baseline
  • when configuration has drifted, either:
    • revert it to the golden configuration
    • update the baseline template
  • to prevent unexpected configuration drift
    • require effective change management procedures

Process

  1. Full asset inventory
  2. Codification of the baseline
    • formal action that includes all members of the configuration management board (CMB)
    • should be negotiated in terms of cost-benefit and risk analyses
  3. Secure baseline build
    • a version of the baseline is constructed and stored
  4. Deployment of new assets
    • when a new asset is acquired, the baseline is applied to it

Centralized Operating System, Application, and Device Management

  • centralized configuration management
    • controls endpoint configuration
    • critical role in infrastructure as code, CI/CD, and DevOps
    • allows admin to define device configuration settings on a management server and then push settings to endpoints in an automated way
    • enables consistency and enforcement
      • enforced means the central management server will overwrite changes made to an endpoint
    • can provide near-real time visibility into configuration changes
      • enables continuous compliance monitoring
      • changes will generate an immediate alert
  • tools: