VM Checkpoint Security Tagging for Malware-Resistant Disaster Recovery

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Solution Overview

Problem

Replication solutions in virtualized computing environments are vulnerable to malware and viruses, as they may infect checkpoints during data replication, leading to increased recovery time and application downtime due to the need to scan each checkpoint for validity before deployment.

Innovation Solution

An in-guest agent monitors VM behavior and synchronizes with a replication module to tag potentially infected checkpoints, allowing secure checkpoints to be used for disaster recovery, thereby reducing the need to scan all checkpoints and minimizing downtime.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If virus scans are applied to all checkpoints before deployment, then security of restored VM is improved, but recovery time and application downtime increase

Engineering Contradiction:
Improvesecurity of restored VMVSAvoidrecovery time and application downtime
Core Design Contradiction:
ReliabilityVSLoss of time

Solution Approach 1:

The system performs preliminary virus scanning and security validation on checkpoints during the replication process before they are needed for recovery. Security tags are assigned to checkpoints in advance based on their security status, so that during disaster recovery, pre-validated secure checkpoints can be immediately deployed without time-consuming scans.

Inventive Principle:
Principle #10Preliminary action

Solution Approach 2:

The patent replaces the mechanical approach of scanning all checkpoints during recovery with an information-based system using security tags and metadata. Instead of physically scanning each checkpoint file, the system uses pre-stored security information (tags, hashes, validation results) to quickly identify and select secure checkpoints, dramatically reducing recovery time.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Reliability

If all checkpoints are scanned to ensure security, then infected checkpoints are detected, but the number of checkpoints requiring scanning increases recovery time

Engineering Contradiction:
Improvedetection of infected checkpointsVSAvoiddisaster recovery speed
Core Design Contradiction:
ReliabilityVSProductivity

Solution Approach 1:

The system segments the checkpoint set into multiple groups based on security tags and validation status. Checkpoints are divided into secure, unvalidated, and infected categories, allowing the recovery process to focus only on scanning and selecting from relevant segments rather than examining every checkpoint, thereby improving both detection efficiency and recovery speed.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The patent introduces security tags and metadata as intermediary elements between the checkpoints and the recovery process. These tags serve as pre-computed security indicators that mediate the selection process, allowing the system to quickly identify secure checkpoints without performing full scans during recovery, thus maintaining detection capability while improving productivity.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Ease of operation

If security tags are associated with checkpoints during replication, then secure checkpoints can be quickly identified, but the replication process becomes more complex

Engineering Contradiction:
Improveidentification of secure checkpointsVSAvoidreplication process complexity
Core Design Contradiction:
Ease of operationVSDevice complexity

Solution Approach 1:

The system merges the security validation function with the existing replication process by integrating virus scanning and tag assignment into the checkpoint creation workflow. This consolidation allows security tags to be attached during replication without requiring separate scanning steps, making the process easier to operate while managing complexity through functional integration.

Inventive Principle:
Principle #5Merging (Combining)

Solution Approach 2:

The replication system performs self-service security validation by automatically scanning checkpoints, generating security tags, and assigning them during the replication process itself. This automated self-validation eliminates the need for manual security assessment and simplifies operation, as the system handles security tagging autonomously as part of its normal replication duties.

Inventive Principle:
Principle #25Self-service

Data Source

PatentUS11922199B2Associating security tags to continuous data protection checkpoints/snapshots/point-in-time images
Publication Date: 2024.03.05 VMWARE INC
  • US11922199B2 patent drawing
  • US11922199B2 patent drawing
  • US11922199B2 patent drawing

AI summary

An in-guest agent in a virtual machine (VM) operates in conjunction with a replication module. The replication module performs continuous data protection (CDP) by saving images of the VM as checkpoints at a disaster recovery site over time. Concurrently, the in-guest agent monitors for behavior in the VM that may be indicative of the presence of malicious code. If the in-guest agent identifies behavior (at a particular point in time) at the VM that may be indicative of the presence of malicious code, the replication module can tag a checkpoint that corresponds to the same particular point in time as a security risk. One or more checkpoints generated prior to the particular time may be determined to be secure checkpoints that are usable for restoration of the VM.