In Chris Peake's article, he discusses information security broadly but also how Red Teaming may be used by companies to perform security assessments on their networks/systems. There is an "Infosec Process" containing five components:
1) Assess the current state of risk by evaluating the existing security methods, measures and policies.
2) Based on the Assessment, design a security posture by creating policies that effectively manage the risk to the system/network.
3) Identify and implement the technical tools and physical controls necessary to manage risk.
4) Provide awareness training to the company to protect sensitive information through the cooperation and involvement of the employees.
5) Audit the system/network to confirm that the controls and employees adhere to policy.
This is a revolving process that should be performed continually by companies according to Peake. Red Teaming falls under the assessment stage of the Infosec Process (#1). The Red Team uses tools to probe for vulnerabilities and can project possible threats based on the scope of the assessment requested by the customer. However, the Red Teaming approach is attempting to circumvent security only need to find a single vulnerability, while security professionals need to find all possible vulnerabilities for a given system in order to assess the associated risk. A thorough Red Team assessment should provide an accurate situational awareness of the security posture of a given system/network. But identifying risk through Red Teaming and other methods cannot provide information security alone; the company/organization must continue through the Infosec process in order to appropriately manage risk and provide security protection.
A Red Team assessment evaluates various areas of security in a multi-layered approach. The Red Team tests policy compliance of the security controls at each layer (Operating System, Application, Host, LAN, Perimeter) and the control is tested in a manner specific to the area of security to which it applies. There are six areas of security where vulnerability assessment testing occurs:
Red Teaming is “ethical hacking.” As such, it must be carried out with the utmost confidentiality, discretion, and clarity. Typically, Red Teams are third-party entities hired to make an impartial assessment of the network or system. The customer sets the scope of the project to specify the area of information to be assessed. The Red Team is responsible for supplying the customer with a detailed plan as well as a list of methods and tools that will be used during the evaluation. Any testing performed outside the scope stated by the customer, can be considered an unwarranted attack by the Red Team.
The most important requirement for Red Teaming is customer consent. Because, by definition and purpose, the Red Team takes an attacker-like approach to testing security, to begin an assessment without explicit permission is legally perceived as an unwarranted attack on the system/network. This being said, many Red Team evaluations are purposefully kept from network and system administrators as a means of testing personnel response to security events. The scope of the Red Teaming assessment can be very general or very specific when defining what the assessment will include or address. The scope of the project depends on time or cost of the assessment and/or on the objective of the assessment as defined by the customer.
Red Teaming is commonly mistaken as just penetration testing (pen-testing) when in fact, pen-testing is a component of the Red Teaming assessment. But pen-testing cannot provide a complete security analysis alone. If a system/network is penetrated, the test proves that there is at least one vulnerability that can be used to gain access to the system/network. And if the pen-test was unsuccessful, the test only proves that the person performing the pen-test was unable to find any exploits in the system, it doesn't guarantee that there are no vulnerabilities present.
A good rule of thumb for companies to follow when planning Red Team assessments is to identify the weakest areas or the "low-hanging fruit" and have these areas tested for vulnerabilities. Hackers will target a specific vulnerability to gain access (rather than numerous) to avoid detection.
Ethical hacking must strictly follow pre-approved testing guidelines that are established with the customer. The team must also document all the steps/procedures in testing in order to retrace the team’s actions in case of an incident due to testing or for retesting/verification of results if necessary. Upon completion of the Red Teaming effort all results should be submitted to the customer in a final report detailing the vulnerabilities that were discovered and how each was discovered. The report should also make an assessment of the overall level of risk of the network/system in addition to the risk level of each vulnerability. The final report is as important as the testing itself because it will direct the customer to take additional security steps.
Finally, when assembling a Red Team it is important to have specialists in a wide variety of areas (Peake lists 21 separate specialties) in order to provide the most thorough security assessment.