From 51a2e12ee2132182232062b130fd77210ed6956d Mon Sep 17 00:00:00 2001 From: tonin-celdran Date: Fri, 5 Dec 2025 16:23:36 +0100 Subject: [PATCH 1/2] Create specific directory for ai formatted opslab doc --- ... Migration between Netskope and Zscaler.md | 164 +++++++++ doc-for-ai/CPE Inventory Management.md | 104 ++++++ doc-for-ai/IPSEC Tunnel Commissioning.md | 153 +++++++++ doc-for-ai/SASE OpsLab FAQ.md | 255 ++++++++++++++ doc-for-ai/WhiteListing.md | 55 ++++ ...scaler to Netskope SWG Migration Opskit.md | 310 ++++++++++++++++++ 6 files changed, 1041 insertions(+) create mode 100644 doc-for-ai/Automated ZTNA Migration between Netskope and Zscaler.md create mode 100644 doc-for-ai/CPE Inventory Management.md create mode 100644 doc-for-ai/IPSEC Tunnel Commissioning.md create mode 100644 doc-for-ai/SASE OpsLab FAQ.md create mode 100644 doc-for-ai/WhiteListing.md create mode 100644 doc-for-ai/Zscaler to Netskope SWG Migration Opskit.md diff --git a/doc-for-ai/Automated ZTNA Migration between Netskope and Zscaler.md b/doc-for-ai/Automated ZTNA Migration between Netskope and Zscaler.md new file mode 100644 index 00000000..2fb701cf --- /dev/null +++ b/doc-for-ai/Automated ZTNA Migration between Netskope and Zscaler.md @@ -0,0 +1,164 @@ +# Automated Migration Between Netskope Private Apps and Zscaler App Segments +--Parent-- +--Child-- +## 1. Terminology +- **NPA (Netskope Private Access):** Provides secure, identity-based access to private applications without using traditional VPNs. +--Child-- +- **ZPA (Zscaler Private Access):** A zero-trust solution that creates direct, secure connections between users and applications, also without VPNs. +--Child-- +- **ZTNA (Zero Trust Network Access):** A security model that provides access to applications based on user identity, device posture, and policy. +--Child-- +- **App Segment / Private Application:** An application definition on NPA or ZPA, including FQDNs, IPs, ports, and policy rules. +--Child-- +- **OpsLab:** SASE automation platform/toolkit for managing and orchestrating workflows. +--Child-- +- **CSV Transformation:** Conversion of application definitions from one platform's CSV format to the other. +--Child-- +- **MVP (Minimum Viable Product):** Initial version focusing on private application migration only. +--Child-- +--- +--Parent-- +--Child-- +## 2. Problem Statement +Enterprises evolving their SASE architecture often need to migrate secure private application access from **Netskope Private Access (NPA)** to **Zscaler Private Access (ZPA)** (or vice versa) to unify networking and security in the cloud. +--Child-- +Currently, there is **no automated migration tool** between these platforms, forcing administrators to: +--Child-- +- Identify each private app configured in NPA or ZPA. +- Manually recreate the app on the target platform (FQDNs, IPs, ports, protocols). +--Child-- +This process is: + +- **Time-consuming:** Days or weeks depending on scale. +- **Error-prone:** Manual mistakes can cause downtime or security exposure. +- **Unscalable:** Difficult to manage with hundreds of apps. +--Child-- +--- +--Parent-- +--Child-- +## 3. Motivation +- Enterprises are reassessing ZTNA platforms to align with security posture, vendor strategy, cost optimization, or architectural preferences. +- Manual migration is inefficient and risky, creating demand for a **migration-as-a-service** solution. +--Child-- +--- +--Parent-- +--Child-- +## 4. Business Opportunity +--Child-- +- Provide a professional services or automation offering to **de-risk and accelerate migration** of private app definitions between NPA and ZPA. +--Child-- +- Enable enterprises to transition confidently while preserving security, compliance, and operational efficiency. +--Child-- +--- +--Parent-- +--Child-- +## 5. Solution Overview +--Child-- +The **SASE OpsLab Migration Tool** offers: + +--Child-- +1. **Accelerated Migration Time:** Bulk app and policy conversion reduces migration from weeks to hours. +--Child-- +2. **Lower Operational Costs:** Minimizes manual effort and reliance on consulting services. +--Child-- +3. **Improved Security and Consistency:** Preserves access control, app definitions, and segmentation logic, minimizing errors. +--Child-- +4. **Enhanced Compliance and Auditability:** Logs every migration step for audit reporting and rollback. +--Child-- +5. **Strategic Vendor Alignment:** Supports enterprises moving toward a Zscaler-centric environment. +--Child-- +6. **Platform-Agnostic Value:** Reusable for future migration bridges between other vendors. +--Child-- +--- +--Parent-- +--Child-- +## 6. Assumptions +--Child-- +- MVP focuses on **private application definitions** (FQDNs, IPs, ports). +--Child-- +- Group mappings and policy configurations will be addressed in post-MVP phases. +--Child-- +--- +--Parent-- +--Child-- +## 7. Personas / Use Cases + +--Child-- +### 7.1 Security Manager & Security Architect +- **Mary (Security Manager):** Maintains governance, auditability, and policy compliance during migration. +- **Angela (Security Architect):** Ensures a technically sound and consistent foundation for Zero Trust architecture. + +--Child-- +**Outcome:** Faster, safer migrations with reduced operational risk. +--Child-- +### 7.2 Managed Network Operator +- **Sebastian:** Benefits from automation, simplified operations, and smoother handover between teams and platforms. +--Child-- +--- +--Parent-- +--Child-- +## 8. Expected Product Behavior +--Child-- +The tool must support: + +--Child-- +--Child-- +- Discovery of private applications on both NPA and ZPA. +--Child-- +- Creation of private applications on the target platform based on migration direction. +--Child-- +- Bulk import of CSV files into ZPA App Segments or NPA private applications. +--Child-- +--- +--Parent-- +--Child-- +## 9. Functional Requirements + +--Child-- +### 9.1 Private Application Modeling +- Create configuration objects to **create, delete, and import** app segments on ZPA or private applications on NPA. + +--Child-- +### 9.2 Migration Automation +--Child-- +**Low-Level Workflows (per vendor):** +- Discover applications and build vendor-specific CSV files. +- Read CSV to bulk create applications. +--Child-- +**High-Level Workflow:** +--Child-- +- Trigger low-level workflows for discovery and CSV creation. +--Child-- +- Transform CSV format between NPA and ZPA. +--Child-- +- Load CSV into target platform to bulk create applications. +--Child-- +--- +--Parent-- +--Child-- +## 10. Acceptance Criteria (MVP Scope: Private Application Migration Only) + +--Child-- +### 10.1 Application Discovery +- System can authenticate and connect to both NPA and ZPA APIs. +- All private applications are accurately discovered, including FQDNs, IPs, and ports. +--Child-- +### 10.2 CSV Transformation +- Convert Netskope CSV → Zscaler CSV. +- Convert Zscaler CSV → Netskope CSV. +--Child-- +### 10.3 Application Import and Creation +--Child-- +- Create private applications on ZPA (App Segments) or NPA using transformed CSV. +--Child-- +- Migration direction (NPA → ZPA or ZPA → NPA) selectable. +--Child-- +- Applications created without duplication or overwriting unless explicitly allowed. +--Child-- +--- +--Parent-- +--Child-- +## 11. Summary +--Child-- +The SASE OpsLab Migration Tool enables **automated, error-free migration of private applications** between NPA and ZPA. It reduces manual effort, preserves security and compliance, supports auditability, and provides a scalable solution for enterprises transitioning Zero Trust architectures. + diff --git a/doc-for-ai/CPE Inventory Management.md b/doc-for-ai/CPE Inventory Management.md new file mode 100644 index 00000000..d0a171c5 --- /dev/null +++ b/doc-for-ai/CPE Inventory Management.md @@ -0,0 +1,104 @@ +--Parent-- +# CPE Inventory Management + +--Parent-- +## 1. Overview + +--Parent-- +### 1.1 Terminology +--Child-- +- **CPE (Customer Premises Equipment):** Also known as an *edge device* — equipment located at the customer premises. +--Child-- +- **ME (Managed Entity):** Represents a CPE in the Opslab data model. +--Child-- +- **Inventory:** A detailed list of CPE devices. An inventory can be represented by a structured file, such as a CSV format. + +--Parent-- +### 1.2 Purpose +--Child-- +The goal of the *CPE Inventory Management* feature is to enable users to **bulk import customer devices** (CPEs) and automatically generate the corresponding tunnel golden configurations — all **without service disruption**. + +--- + +--Parent-- +## 2. User Experience + +--Parent-- +### 2.1 User Story +--Child-- +> As a user, I must be able to bulk import a group of edge devices to avoid manual onboarding of each and every CPE. + +--Parent-- +### 2.2 Expected Outcome +--Child-- +- Users can upload a CSV file containing multiple CPE entries. +--Child-- +- The system automatically creates and configures each CPE. +--Child-- +- All imported devices appear under the customer's inventory. +--Child-- +- Configuration is generated without any service disruption. + +--- + +--Parent-- +## 3. Functional Requirements + +--Parent-- +### 3.1 Import CPE Inventory +--Child-- +The **Import CPE Inventory** OpsKit should be extended to support importing the following additional fields from the CSV file: + +--Child-- +| Field | Description | Required | +|---------------------|--------------------------------------|-----------| +| Address | Street address of the CPE location | No | +| City | City where the CPE is located | No | +| Country | Country of installation | No | +| Longitude | Geographic longitude coordinate | No | +| Latitude | Geographic latitude coordinate | No | +| Custom | User-defined field for extra data | No | +| **IP Address** | Device IP address | **Yes** | +| **External Interface** | Network interface for connectivity | **Yes** | + +--Child-- +> **Note:** The IP address and external interface fields are mandatory and must be present in the CSV file. + +--- + +--Parent-- +## 4. Implementation Details (Backend) + +--Parent-- +### 4.1 Workflow +--Child-- +For each entry in the imported CSV file: +--Child-- +1. Create a new **CPE** in the Opslab system. +--Child-- +2. Generate configuration variables for the following fields: + - Address + - City + - Country + - Longitude + - Latitude + - Custom +--Child-- +3. Associate the CPE with the correct customer location. +--Child-- +4. Apply auto-generated tunnel golden configurations. + +--Child-- +> **Note:** The CPE IP address and external interface are required for proper configuration. + +--Parent-- +### 4.2 Managed Entity (ME) Creation +--Child-- +A **Managed Entity (ME)** named **“Inventory”** will be automatically added to the customer location. This ME will represent the imported set of CPEs. + +--- + +--Parent-- +## 5. Summary +--Child-- +The *CPE Inventory Management* enhancement enables efficient bulk onboarding of edge devices, improving operational scalability and eliminating manual configuration steps. The system ensures all imported devices are represented as Managed Entities with complete metadata and valid configurations. diff --git a/doc-for-ai/IPSEC Tunnel Commissioning.md b/doc-for-ai/IPSEC Tunnel Commissioning.md new file mode 100644 index 00000000..b17e6fa6 --- /dev/null +++ b/doc-for-ai/IPSEC Tunnel Commissioning.md @@ -0,0 +1,153 @@ +--Parent-- +# IPSEC Tunnel Commissioning +## 1. Terminology +--Child-- +- **CPE (Customer Premises Equipment):** Edge devices located at the customer premises. +--Child-- +- **POP (Point of Presence):** A network location where traffic can be routed or tunneled. +--Child-- +- **SSE (Secure Service Edge) Vendor:** The service provider managing secure connectivity and network services (e.g., Netskope, Prisma Access). +--Child-- +- **ME (Managed Entity):** Represents a CPE or SSE vendor in the Opslab data model. +--Child-- +- **Failover:** Automatic switching to a backup tunnel if the primary tunnel fails. +--Child-- +- **IPSEC Tunnel:** A secure network tunnel using the IPSEC protocol for encrypted traffic between two endpoints. +--Child-- +- **OpsKit:** Automation toolkit used to deploy, configure, and manage network entities and tunnels. + +--- +--Parent-- +## 2. Solution Overview +--Child-- +### 2.1 Purpose +--Child-- +Enable mass orchestration of IPSEC tunnels between CPEs and POPs, with built-in failover and high availability. The solution supports: + +--Child-- +- Seamless tunnel deployment, migration, and monitoring at scale. +--Child-- +- Dual-tunnel failover to ensure continuous service. +--Child-- +- Automated key management with secure pre-shared keys to eliminate manual errors. +--Child-- +- Visualization of established VPN tunnels on a network topology view. + +--Child-- +### 2.2 Key Features +--Child-- +- Bulk deployment of CPE-to-POP tunnels. +--Child-- +- Optional failover mechanism for high availability. +--Child-- +- Graphical topology visualization for deployed tunnels. +--Child-- +- Support for multiple SSE vendors (Cisco, Prisma SDWAN, Fortigate). + +--- +--Parent-- +## 3. Expected Product Behavior +--Child-- +### 3.1 User Experience +--Child-- +As a user, I must be able to: +--Child-- +- Bulk deploy tunnels between a group of edge devices and primary/secondary SSE POPs. +--Child-- +- Enable the failover option to automatically configure failover for selected CPEs. +--Child-- +- View deployment results on a graphical interface showing the VPN tunnel topology. + +--Child-- +### 3.2 Functional Requirements +--Child-- +The **Create CPE to POP Tunnels OpsKit** must allow the user to select: +--Child-- + +- **SSE Vendor** +- **POPs**: Primary and Secondary +- **Failover option flag** +- **List of edge devices**: + - All CPEs + - Group filtered by City, Country, or Custom field + - Individual CPEs (Cherry Pick) + +--Child-- +### 3.3 Acceptance Criteria +- Users can select edge device(s) and define a new POP pair. +- VPN tunnels are established without errors. +- Traffic is successfully routed through the tunnels. +- Optional failover logic is correctly configured and tested. +- Tunnels are displayed on the topology view. + +--- +--Parent-- + +## 4. Implementation Details +--Child-- +### 4.1 Front-End +The OpsKit will support **flexible CPE selection**: +--Child-- +- **Select all CPEs at once** +--Child-- +- **Filter by group** using: + - City + - Country + - Custom field from CSV (dropdown with optional free-text) +--Child-- +- **Manually cherry-pick** individual CPEs + +--Child-- +Users can view tunnel deployment progress and results on a graphical topology interface. + +--Child-- +### 4.2 Back-End +--Child-- +- One **Managed Entity (ME)** per edge device. +--Child-- +- One **ME** per SSE vendor. +--Child-- +- Support for multiple vendors: Cisco, Prisma SDWAN, and Fortigate. +--Child-- +- Provision tunnels and failover logic based on vendor-specific workflows. + +--Parent-- +### 4.3 Workflow Details + +--Child-- +#### 4.3.1 User Input +Users choose the following in the automation catalog: +--Child-- + +| Parameter | Description | +|-------------------------------|------------| +| SSE Vendor | Netskope, Prisma Access, or Cisco/Fortigate SDWAN | +| Tunnel Type | IPSEC only | +| Primary and Secondary POPs | POP selection for tunnel endpoints | +| Edge Devices | List of CPEs with external IP, external interface, failover flag | + +--Child-- +#### 4.3.2 Vendor Failover Comparison Table + +--Child-- +| Vendor | Provision Order (Non-Failover) | Provision Order (Failover) | Failover Mechanism | +|-----------------|-------------------------------|---------------------------|------------------| +| **Cisco** | Primary → Secondary | Primary → Secondary | IPSLA monitoring configured on both tunnels | +| **Fortigate** | Primary → Secondary | Primary → Secondary | Static routes with distance and priority configured | +| **Prisma SDWAN**| Primary → Secondary | Secondary → Primary | Backup policy for primary tunnel to use secondary in case of failure | + +--Child-- +#### 4.3.3 Execution Flow +--Child-- +For each edge site: + +1. Provision SSE site (primary and backup POPs). +2. Configure primary and secondary tunnels according to vendor-specific failover logic. +3. Apply automated key management for all tunnels. +4. Update topology view with deployed tunnel information. + +--- +--Parent-- +## 5. Summary +--Child-- +The **IPSEC Tunnel Commissioning** feature enables scalable, automated deployment of VPN tunnels with optional failover, supports multiple vendors, and provides clear visualization for verification. Users can import CPE inventory, select edge devices, configure POPs, and deploy tunnels in a single streamlined workflow. diff --git a/doc-for-ai/SASE OpsLab FAQ.md b/doc-for-ai/SASE OpsLab FAQ.md new file mode 100644 index 00000000..c8ec7060 --- /dev/null +++ b/doc-for-ai/SASE OpsLab FAQ.md @@ -0,0 +1,255 @@ +# SASE OpsLab FAQ +--Parent-- +--Child-- +## Terminology +--Child-- +- **SASE (Secure Access Service Edge):** A cloud-native architecture that combines networking and security services, including SD-WAN, SWG, CASB, ZTNA, and firewall-as-a-service, delivered as a unified service. +--Child-- +- **SWG (Secure Web Gateway):** A cloud service that monitors and controls web traffic to enforce security, compliance, and data protection policies. +--Child-- +- **ZTNA (Zero Trust Network Access):** A security model that grants users access to applications based on identity and context rather than network location, minimizing trust assumptions. +--Child-- +- **DLP (Data Loss Prevention):** A set of tools and policies to prevent sensitive data from leaving an organization unauthorized. +--Child-- +- **Audit / Log-Only Mode:** A monitoring mode where policies are enforced only for logging, not blocking, allowing validation without impacting users. +--Child-- +- **Dual-Run / Parallel Mode:** Operating old and new systems simultaneously to validate behavior before a full cutover. +--Child-- +- **Traffic Steering:** Mechanisms to direct user or branch traffic to a specific security platform (e.g., GRE/IPsec tunnels, PAC file, or client). +--Child-- +- **Fallback / Rollback Strategy:** A contingency plan to revert to a previous system in case of errors or unexpected behavior during migration. +--Parent-- +--Child-- +## What is a POP?** +--Child-- +A: A Point of Presence (POP) is a network location where users connect to SASE services. + +--- +--Parent-- +--Child-- +## What is a vPOP?** +--Child-- +A: A virtual POP that emulates a physical POP using cloud infrastructure. + +--- +--Parent-- +--Child-- +## What is Transit?** +--Child-- +A: Upstream ISP bandwidth used by SASE vendors for routing traffic to/from the internet. + +--- +--Parent-- +--Child-- +## What is Peering?** +--Child-- +A: Exchange of internet traffic between ISPs or content networks; may be public/private or paid/free. + +--- +--Parent-- +--Child-- +## What is the Management Plane?** +--Child-- +A: Handles configuration, control, and monitoring of services. + +--- +--Parent-- +--Child-- +## What is the Data Plane?** +--Child-- +A: Handles real-time traffic forwarding and inspection. + +--- +--Parent-- +--Child-- +## What is SASE?** +--Child-- +A: Secure Access Service Edge — converged cloud-based networking and security architecture. + +--- +--Parent-- +--Child-- +## What is SSE?** +--Child-- +A: Security Service Edge — cloud security services including SWG, DLP, CASB, and threat protection. + +--- +--Parent-- +--Child-- +## What is ZTNA?** +--Child-- +A: Zero Trust Network Access — identity-aware access to private applications without VPN. + +--- +--Parent-- +--Child-- +## What is OpsLab? +**OpsLab** is the automation and orchestration platform used to design, execute, and monitor network and security workflows. +--Child-- +It provides the foundation for building “OpsKits,” managing projects, and automating operational tasks at scale. + +--- +--Parent-- +--Child-- +## What is an OpsKit? +--Child-- +An **OpsKit** is a reusable automation module or workflow template that performs a specific operational function — for example, creating CPE tunnels, importing inventory, or deploying configurations. +--Child-- +OpsKits can be: +- Manual (step-by-step guided) +- Automated (scheduled or triggered) +- Integrated into larger projects or task chains + +--- +--Parent-- +--Child-- +## What is a Project? +A **Project** is a structured deployment initiative that organizes related tasks into phases (such as Planning, Execution, and Validation). +It provides visibility into progress through a Kanban or Gantt-style interface, showing which tasks are To Do, In Progress, or Done. +--Parent-- +--Child-- +**Typical project attributes include:** +- Status (New, In Progress, Done, Archived) +- Tasks (the set of required activities) +- Owner (responsible person or team) +- Start/End Dates (timeline tracking) + +--- +--Parent-- +--Child-- +## What is a Task? +A **Task** is an individual activity that contributes to the completion of a project. +It can represent either: +- A **human action** (manual step) +- An **OpsKit execution** (automated workflow) + +**Tasks include:** +- Status (To Do, In Progress, Done, Failed, On Hold) +- Owner and approver +- Dependencies (parent/child relationships) +- Links to OpsKits or human activities + +--- +--Parent-- +--Child-- +## What is the "Magic Button"? +--Child-- +The **Magic Button** is a one-click action that allows users to quickly reopen archived projects or perform predefined recovery or modification operations — for example: +- Restoring a CPE configuration +- Adding or removing tunnels in a deployed network +- Updating an existing branch with new infrastructure + +It streamlines routine actions and simplifies post-deployment adjustments. + +--- +--Parent-- +--Child-- +## What is a Project Lifecycle? +The **Project Lifecycle** defines the sequence of states through which a project progresses, such as: +> New → In Progress → Done → Archived → (Reopened) + +It helps users understand where the project stands and supports governance, traceability, and auditing. + +--- +--Parent-- +--Child-- +## What does “Audit Trail” mean in this context? +An **Audit Trail** records every significant activity or change within a project or task, including: +- Who performed an action +- What was changed or executed +- When it happened + +This supports accountability, compliance, and post-incident analysis. + +--- +--Parent-- +--Child-- +### Who are the main personas involved? +- **Project Manager:** Plans, tracks, and coordinates activities within a project. +- **Ops Staff:** Executes assigned tasks, updates progress, and provides feedback or results. + +Each persona interacts with the system differently — PMs manage from a top-down view, while Ops Staff focus on execution. + +--- + +--Parent-- +--Child-- +## What is Deploy (SASE Context) +--Child-- +Sase Deploy +**Definition:** +--Child-- +The process of provisioning, configuring, and activating SASE (Secure Access Service Edge) services, policies, or components in a live environment to provide secure connectivity and enforce security controls for users, devices, and applications. + +--Child-- +Deploy in Sase Context +**Key Points:** +--Child-- +- **Service Provisioning:** Setting up cloud-based SASE components such as SWG, ZTNA, CASB, or FWaaS for use. +--Child-- +- **Policy Configuration:** Applying security policies (e.g., URL filtering, access controls, DLP rules) to the deployed services. +--Child-- +- **Activation / Go-Live:** Making the configured services operational for end-users and network traffic. +--Child-- +- **Continuous Management:** Ensuring deployed services remain updated, scalable, and compliant over time. +--Child-- +- **Deployment Scope:** Can be for a single site, branch, user group, or global enterprise-wide rollout. +--Child-- +- **Automation:** Often involves using orchestration tools or workflows to deploy SASE services at scale efficiently and consistently. + +--Child-- +SASE Deploy +**Example:** +- Deploying a new SWG policy set across all branch offices using the SASE platform’s cloud management console, ensuring all traffic is inspected and filtered according to corporate security rules. + +--- +--Parent-- +--Child-- +## What is Migrate (SASE Context) +--Child-- +SASE Migrate +**Definition:** +--Child-- +The process of transferring users, devices, applications, and security policies from one SASE (Secure Access Service Edge) platform to another while maintaining connectivity, security, and compliance. +--Child-- Migrate in Sase Context +**Key Points:** +--Child-- +- **Policy Migration:** Moving firewall rules, SWG policies, ZTNA rules, DLP rules, and threat detection configurations. +--Child-- +- **Traffic & Network Migration:** Redirecting user or branch traffic (GRE/IPsec tunnels, PAC files, or agents) to the new SASE provider. +--Child-- +- **Identity & Access Migration:** Replicating user, group, and role definitions for seamless access. +--Child-- +- **Application & Resource Access Migration:** Recreating private/internal application access on the new platform. +--Child-- +- **Operational Continuity & Validation:** Running in audit or parallel mode to ensure service continuity and validate behavior. +--Child-- +- **Compliance & Reporting:** Maintaining logging, reporting, and audit trails equivalent to the original platform. + +--- +--Parent-- +--Child-- +## What is Run (SASE Context) +--Child-- Sase Run +**Definition:** +--Child-- +The process of operating, monitoring, and maintaining SASE (Secure Access Service Edge) services and policies in a live production environment to ensure secure connectivity, policy enforcement, and continuous service availability. +--Child-- +Sase Run +**Key Points:** +--Child-- +- **Continuous Operation:** Keeping SASE services such as SWG, ZTNA, CASB, and FWaaS active and handling live traffic. +--Child-- +- **Monitoring & Visibility:** Observing traffic, policy hits, alerts, and security events to detect anomalies or violations. +--Child-- +- **Policy Enforcement:** Ensuring security and access policies are actively applied to all users, devices, and applications. +--Child-- +- **Maintenance & Updates:** Applying updates, patches, or configuration changes without disrupting service. +--Child-- +- **Incident Response:** Detecting, troubleshooting, and remediating security or connectivity issues in real-time. +--Child-- +- **Performance Optimization:** Continuously analyzing logs and metrics to optimize throughput, latency, and reliability. +--Child-- Sase Run +**Example:** +--Child-- +Running a SASE environment with SWG policies actively filtering web traffic, ZTNA controlling application access, and CASB monitoring cloud app usage while alerting administrators of suspicious activities. diff --git a/doc-for-ai/WhiteListing.md b/doc-for-ai/WhiteListing.md new file mode 100644 index 00000000..70dfa385 --- /dev/null +++ b/doc-for-ai/WhiteListing.md @@ -0,0 +1,55 @@ +--Parent-- +# Problem Statement +--Child-- +As enterprises transition to SASE (Secure Access Service Edge), they are required to build secure tunnels from their locations to the SSE (Security Service Edge) PoPs (Points of Presence). However, for these tunnels to function correctly, legacy edge firewalls and CPE (routers) must also be configured to allow traffic to the SSE PoPs. +--Child-- +SSE vendors typically provide large IP subnet ranges for these PoPs—often with far more addresses than are actually in use. Whitelisting such broad IP ranges introduces significant security risks, as it expands the attack surface and violates the principle of least privilege. +--Child-- +To reduce this risk, customers prefer to allow traffic only to the specific IP addresses of the PoPs actually in use. However, identifying and managing these specific IPs across hundreds or even thousands of firewalls is operationally burdensome and error-prone. This complexity creates a major obstacle to SASE adoption, particularly in large, distributed environments. + +--Parent-- +# Motivation +--Child-- +Without a precise and scalable method for whitelisting only the necessary IP addresses, organizations are forced to choose between weakening their security posture or facing high operational overhead. +--Child-- +A solution that enables dynamic, fine-grained whitelisting—automated and aligned with actual PoP usage—would drastically reduce risk, simplify operations, and accelerate SASE deployments at scale. It would also help network and security teams maintain consistent policy enforcement across all locations, ensuring that SASE does not become a new point of vulnerability. + +--Parent-- +# Business Opportunity +--Child-- +SASE OpsLab addresses this challenge by providing automated, dynamic whitelisting to: +--Child-- +- Reduce operational complexity for network and security teams by centralizing and simplifying firewall rule management across heterogeneous and distributed firewalls at the edge +--Child-- +- Improve the security posture by enforcing least-privilege access—ensuring that only the exact, actively-used PoP IPs are permitted, not entire vendor subnets +--Child-- +- Allow for policy consistency and the ability to audit across legacy and virtualized firewalls from different vendors. +--Child-- +By integrating SASE OpsLab into the deployment process, enterprises can accelerate SASE rollouts, reduce misconfiguration risk, and maintain strict security standards without overwhelming their operational teams. + +--Parent-- +# Detailed Use Cases (per personas) +--Child-- +## Mary & Angela: Security Manager & Security Architect +--Child-- +As members of the security leadership team we want to be sure that our firewall policy posture complies with the principle of the least privilege. +--Child-- +Therefore, we want to open only the traffic to the POPs of our SASE provider. For that we want a solution that automatically collects and maintains the list of POP IP addresses associated with our SASE tenant (organization), and dynamically update firewall whitelisting rules on all edge devices accordingly. +--Child-- +So that the redirection of all outgoing traffic from the edge/branch to the internet and DCs are allowed to be sent to the right SASE POPs +--Child-- +## Sebastian: Managed SASE Provider Operator +--Child-- +Sebastian receives repeated requests to configure access only to the specific IPs of the PoPs actually used by its customer's users. He must manually configure numerous NGFW which is cumbersome and time-consuming. He may have created scripts but those are not productized nor dynamic. +--Child-- +Sebastian uses SASE OpsLab as an automation and orchestration layer to simplify and secure this process. The SASE OpsLab queries the SSE vendor APIs to determine which PoPs are actively used by each customer/site. It then pushes the necessary firewall rules to the appropriate customer edge devices. + +--Parent-- +# Product Behavior +--Child-- +The OpsLab stores the complete list of IP addresses (IPv4 and/or IPv6) associated with the customer's assigned POPs. +--Child-- +## Rule Generation and Deployment: +--Child-- +Based on the maintained list, the OpsKit generates or updates firewall rules to whitelist only these IPs. These rules are pushed and enforced across all customer-associated edge devices (e.g., CPE, uCPE, vCPE). + diff --git a/doc-for-ai/Zscaler to Netskope SWG Migration Opskit.md b/doc-for-ai/Zscaler to Netskope SWG Migration Opskit.md new file mode 100644 index 00000000..3b207235 --- /dev/null +++ b/doc-for-ai/Zscaler to Netskope SWG Migration Opskit.md @@ -0,0 +1,310 @@ +# Zscaler to Netskope SWG Migration OpsKit +--Parent-- +## 1. Terminology +--Child-- +- **SWG (Secure Web Gateway):** Cloud service controlling and monitoring web traffic for security and compliance. +--Child-- +- **Zscaler SWG:** Cloud SWG platform by Zscaler. +--Child-- +- **Netskope SWG:** Cloud SWG platform by Netskope. +--Child-- +- **URL Category:** Grouping of web domains by risk or business type (e.g., social media, malware). +--Child-- +- **URL List / Custom Object:** Explicit whitelist or blacklist of URLs, domains, or IPs. +--Child-- +- **Policy / Rule:** Set of controls applied to traffic, such as allow, block, or inspect. +--Child-- +- **SSL Inspection / Decryption:** Process of inspecting encrypted traffic for threats. +--Child-- +- **Traffic Steering:** Mechanism to direct traffic to the SWG (e.g., GRE/IPsec tunnels, PAC file, agent). +--Child-- +- **Audit / Log-only Mode:** Monitoring mode where policies are enforced only for logging, not blocking. +--Child-- +- **Dual-run / Parallel Mode:** Running both old and new SWG in parallel to validate behavior. +--Child-- +- **Fallback / Rollback Strategy:** Contingency plan to revert to the previous system if issues arise. + +--- +--Parent-- +## 2. Introduction +Migrating SWG policies from **Zscaler to Netskope** is non-trivial due to platform differences, traffic steering, and policy validation requirements. This OpsKit provides a structured approach to plan, execute, and validate the migration. + +--- +--Parent-- +## 3. Key Migration Phases +--Child-- +Phase 1: Planning & Discovery +Phase 2: Mapping & Transformation +Phase 3: Implementation in Netskope +Phase 4: Cut-over & Validation +Phase 5: Optimization & Decommissioning +--> + +--Parent-- +--Child-- +### 3.1 Planning & Discovery +--Child-- +- **Inventory current Zscaler SWG policies:** +--Child-- + - URL categories, filters, file-type controls + - Threat & DLP rules + - User-/group-scoped policies + - Bypasses/exemptions + - SSL inspection settings +--Child-- +- **Identify traffic steering mechanisms:** +--Child-- + - GRE/IPsec tunnels from SD-WAN + - Zscaler client + - PAC file configuration +--Child-- +- **Determine migration strategy:** +--Child-- + - What will be replicated vs refactored in Netskope + - Identify category mismatches or gaps + - Timing, rollback strategy, pilot groups, and parallel mode + +--Parent-- +### 3.2 Mapping & Transformation +--Child-- +- Map Zscaler policies to Netskope equivalents: + - URL categories → Netskope URL categories + - Whitelists/blacklists → Netskope URL lists or custom objects + - File-type filters → Netskope file-type controls + - User/group scoping → Netskope user groups + - SSL/TLS inspection → Netskope SSL inspection configuration + - Threat & DLP rules → Netskope threat/DLP modules +--Child-- +- Create a **mapping document** listing: + - Zscaler policy rule + - Intent + - Equivalent Netskope rule (with adjustments) +--Child-- +- Decide migration order (e.g., deny risky categories first, allow known good next). +--Child-- +- Clean up old policies if needed. + +--Parent-- +### 3.3 Implementation in Netskope +--Child-- +- Build reusable objects: + - URL lists, custom categories, file types, user groups +--Child-- +- Create Netskope SWG policies in **audit/log-only mode** initially. +--Child-- +- Steer traffic to Netskope: + - Configure SD-WAN/tunnel/PAC file/agent + - Use parallel mode for initial validation +--Child-- +- Enable logging and monitoring to compare behavior against Zscaler. + +--Parent-- +### 3.4 Cut-over & Validation +--Child-- +- Switch traffic fully to Netskope SWG. +--Child-- +- Monitor: + - False positives: legitimate traffic blocked + - False negatives: threats not detected +--Child-- +- Validate critical business applications (real-time apps, large file transfers). +--Child-- +- Keep Zscaler in fallback mode for a short period. +--Child-- +- Retire Zscaler policies once Netskope is stable. + +--Parent-- +### 3.5 Optimization & Decommissioning +--Child-- +- Review Netskope logs to refine policies and reduce noise. +--Child-- +- Remove or repurpose Zscaler infrastructure (tunnels, clients, licenses). +--Child-- +- Document new architecture, policies, and responsibilities. + +--- + +--Parent-- +## 4. Key Considerations & Tips + +--Child-- +- **Category mismatches:** Expect imperfect 1:1 mappings between Zscaler and Netskope categories. +--Child-- +- **Dynamic policy controls:** Netskope supports application-context policies; adjust rules from category-based to instance-aware if needed. +--Child-- +- **Traffic steering:** Avoid proxy loops or latency issues during cutover. +--Child-- +- **SSL inspection & certificates:** Test SSL/TLS behavior; re-issue certificates if needed. +--Child-- +- **Performance/latency:** Pilot key users/groups to benchmark performance. +--Child-- +- **Business apps & exceptions:** Port exceptions for legacy apps, IoT devices, printers, etc. +--Child-- +- **Logging & visibility:** Ensure dashboards, alerts, and reports meet operational needs. +--Child-- +- **Change management & training:** Train teams on Netskope policy model and workflow. +--Child-- +- **Audit & compliance:** Maintain equivalent reporting and controls in Netskope. +--Child-- +- **Fallback strategy:** Plan for rapid reversion to Zscaler if necessary. +--Child-- +- **Licensing & vendor coordination:** Align license termination/transition and gather vendor migration guidance. +--Child-- +- **Third-party dependencies:** Review SIEM, threat feeds, CASB integrations for Netskope compatibility. + +--- + +--Parent-- +## 5. Sample Migration Checklist +--Child -- +Sample Migration Checklist +Phase 1: Planning & Discovery +Phase 2: Mapping & Transformation +Phase 3: Implementation +Phase 4: Pilot & Dual-run +Phase 5: Cut-over +Phase 6: Optimization +Phase 7: Decommission +--> + +--Child-- +- Phase: Planning & Discovery + - Action: Export Zscaler policies and exceptions + - Owner: SecOps + - Notes: Include SSL, DLP, file-type controls +--> + +--Child-- +- Phase: Mapping & Transformation + - Action: Map Zscaler categories → Netskope categories/objects + - Owner: SecOps + - Notes: Document gaps and adjustments +--> + +--Child-- +- Phase: Implementation + - Action: Create Netskope objects (URL lists, groups, file types) + - Owner: SecOps + - Notes: Start in audit/log-only mode +--> + +--Child-- +- Phase: Pilot & Dual-run + - Action: Configure small user group in audit mode + - Owner: SecOps + - Notes: Compare logs/hits vs Zscaler +--> + +--Child-- +- Phase: Cut-over + - Action: Redirect all traffic to Netskope + - Owner: SecOps / NetOps + - Notes: Validate critical apps and SSL inspection +--> + +--Child-- +- Phase: Optimization + - Action: Refine policies based on hits/logs + - Owner: SecOps + - Notes: Reduce false positives/negatives +--> + +--Child-- +- Phase: Decommission + - Action: Retire Zscaler policies, infrastructure, and licenses + - Owner: SecOps + - Notes: Update documentation +--> + +--Parent-- +| Phase | Action | Owner | Notes | +|------------------------|-------------------------------------------|---------|-------| +| Planning & Discovery | Export Zscaler policies and exceptions | SecOps | Include SSL, DLP, file-type controls | +| Mapping & Transformation | Map Zscaler categories → Netskope categories/objects | SecOps | Document gaps and adjustments | +| Implementation | Create Netskope objects (URL lists, groups, file types) | SecOps | Start in audit/log-only mode | +| Pilot & Dual-run | Configure small user group in audit mode | SecOps | Compare logs/hits vs Zscaler | +| Cut-over | Redirect all traffic to Netskope | SecOps/NetOps | Validate critical apps and SSL inspection | +| Optimization | Refine policies based on hits/logs | SecOps | Reduce false positives/negatives | +| Decommission | Retire Zscaler policies, infrastructure, and licenses | SecOps | Update documentation | + +--- + +--Parent-- +## 6. Business Value + +--Child-- +- **Policy cleanup & consolidation:** Opportunity to remove stale rules and optimize SWG posture. +--Child-- +- **SSE/SASE alignment:** Realign SWG with broader cloud security architecture (CASB, DLP, cloud-app visibility). +--Child-- +- **Cost savings:** Potential licensing optimizations when moving to Netskope. +--Child-- +- **Operational efficiency:** Reduced errors, better audibility, and streamlined management. + +--- + +--Parent-- +## 7. Next Steps / Recommendations + +1. Define **pilot group** and dual-run timeline. +2. Create **policy mapping document** between Zscaler and Netskope. +3. Build reusable objects in Netskope for smooth policy import. +4. Execute migration in stages: audit → dual-run → full cutover. +5. Monitor, refine, and validate continuously. +6. Decommission Zscaler once Netskope is fully operational. + +--- +--Parent-- +8. Migration Flow Diagram +--Child-- +Current State: +Users → Zscaler SWG +--Child-- +Planning & Discovery Phase +- Inventory Zscaler policies +- Identify traffic steering +- Define gaps & migration scope +--Child-- +Mapping & Transformation Phase +- Map Zscaler categories → Netskope +- Map whitelists/blacklists +- Map user/group policies +--Child-- +Implementation in Netskope +- Build reusable objects +- Create policies in audit mode +- Pilot traffic subset +--Child-- +Dual-run / Validation Phase +- Parallel traffic (Zscaler + Netskope) +- Compare logs and hits +- Refine policies +--Child-- +Full Cut-over & Monitoring +- Redirect all traffic to Netskope +- Validate critical apps +- Monitor false positives/negatives +--Child-- +Optimization & Decommissioning +- Refine rules based on logs +- Retire Zscaler policies/infrastructure +- Document architecture & processes +--Child-- + +--Parent-- +**Diagram Description:** +--Child-- +1. Current State: Users sending traffic to Zscaler SWG. +--Child-- +1. Planning & Discovery: Inventory policies, traffic steering, identify gaps. +--Child-- +1. Mapping & Transformation: Map categories, rules, user/groups, SSL inspection, DLP. +--Child-- +1. Implementation: Build Netskope objects, create policies in audit mode, pilot subset. +--Child-- +1. Dual-run / Validation: Run Zscaler + Netskope in parallel, compare logs, refine policies. +--Child-- +1. Full Cut-over: Redirect all traffic to Netskope, validate applications. +--Child-- +1. Optimization & Decommissioning: Refine rules, retire Zscaler infrastructure, document. + From f89286d0c1e449398315d9afde72038d55ce09f2 Mon Sep 17 00:00:00 2001 From: tonin-celdran Date: Fri, 5 Dec 2025 16:46:09 +0100 Subject: [PATCH 2/2] Remove complex structures --- doc-for-ai/CPE Inventory Management.md | 26 ++++++++------ doc-for-ai/IPSEC Tunnel Commissioning.md | 35 ++++++++++++------- ...scaler to Netskope SWG Migration Opskit.md | 11 ------ 3 files changed, 39 insertions(+), 33 deletions(-) diff --git a/doc-for-ai/CPE Inventory Management.md b/doc-for-ai/CPE Inventory Management.md index d0a171c5..4638ab66 100644 --- a/doc-for-ai/CPE Inventory Management.md +++ b/doc-for-ai/CPE Inventory Management.md @@ -50,16 +50,22 @@ The goal of the *CPE Inventory Management* feature is to enable users to **bulk The **Import CPE Inventory** OpsKit should be extended to support importing the following additional fields from the CSV file: --Child-- -| Field | Description | Required | -|---------------------|--------------------------------------|-----------| -| Address | Street address of the CPE location | No | -| City | City where the CPE is located | No | -| Country | Country of installation | No | -| Longitude | Geographic longitude coordinate | No | -| Latitude | Geographic latitude coordinate | No | -| Custom | User-defined field for extra data | No | -| **IP Address** | Device IP address | **Yes** | -| **External Interface** | Network interface for connectivity | **Yes** | +Address: Street address of the CPE location. (Not required) +--Child-- +City: City where the CPE is located. (Not required) +--Child-- +Country: Country of installation. (Not required) +--Child-- +Longitude: Geographic longitude coordinate. (Not required) +--Child-- +Latitude: Geographic latitude coordinate. (Not required) +--Child-- +Custom: User-defined field for extra data. (Not required) +--Child-- +IP Address: Device IP address. (Required) +--Child-- +External Interface: Network interface for connectivity. (Required) + --Child-- > **Note:** The IP address and external interface fields are mandatory and must be present in the CSV file. diff --git a/doc-for-ai/IPSEC Tunnel Commissioning.md b/doc-for-ai/IPSEC Tunnel Commissioning.md index b17e6fa6..e8a4e9a4 100644 --- a/doc-for-ai/IPSEC Tunnel Commissioning.md +++ b/doc-for-ai/IPSEC Tunnel Commissioning.md @@ -118,23 +118,34 @@ Users can view tunnel deployment progress and results on a graphical topology in #### 4.3.1 User Input Users choose the following in the automation catalog: --Child-- - -| Parameter | Description | -|-------------------------------|------------| -| SSE Vendor | Netskope, Prisma Access, or Cisco/Fortigate SDWAN | -| Tunnel Type | IPSEC only | -| Primary and Secondary POPs | POP selection for tunnel endpoints | -| Edge Devices | List of CPEs with external IP, external interface, failover flag | +Parameters are: +--Child-- +SSE Vendor: Netskope, Prisma Access, or Cisco/Fortigate SDWAN. +--Child-- +Tunnel Type: IPSEC only. +--Child-- +Primary and Secondary POPs: POP selection for tunnel endpoints. +--Child-- +Edge Devices: List of CPEs with external IP, external interface, and failover flag. --Child-- #### 4.3.2 Vendor Failover Comparison Table --Child-- -| Vendor | Provision Order (Non-Failover) | Provision Order (Failover) | Failover Mechanism | -|-----------------|-------------------------------|---------------------------|------------------| -| **Cisco** | Primary → Secondary | Primary → Secondary | IPSLA monitoring configured on both tunnels | -| **Fortigate** | Primary → Secondary | Primary → Secondary | Static routes with distance and priority configured | -| **Prisma SDWAN**| Primary → Secondary | Secondary → Primary | Backup policy for primary tunnel to use secondary in case of failure | +Vendor: Cisco +- Provision Order (Non-Failover): Primary → Secondary +- Provision Order (Failover): Primary → Secondary +- Failover Mechanism: IPSLA monitoring configured on both tunnels +--Child-- +Vendor: Fortigate +- Provision Order (Non-Failover): Primary → Secondary +- Provision Order (Failover): Primary → Secondary +- Failover Mechanism: Static routes with distance and priority configured +--Child-- +Vendor: Prisma SDWAN +- Provision Order (Non-Failover): Primary → Secondary +- Provision Order (Failover): Secondary → Primary +- Failover Mechanism: Backup policy allowing the primary tunnel to use the secondary in case of failure --Child-- #### 4.3.3 Execution Flow diff --git a/doc-for-ai/Zscaler to Netskope SWG Migration Opskit.md b/doc-for-ai/Zscaler to Netskope SWG Migration Opskit.md index 3b207235..1513eac0 100644 --- a/doc-for-ai/Zscaler to Netskope SWG Migration Opskit.md +++ b/doc-for-ai/Zscaler to Netskope SWG Migration Opskit.md @@ -216,17 +216,6 @@ Phase 7: Decommission - Notes: Update documentation --> ---Parent-- -| Phase | Action | Owner | Notes | -|------------------------|-------------------------------------------|---------|-------| -| Planning & Discovery | Export Zscaler policies and exceptions | SecOps | Include SSL, DLP, file-type controls | -| Mapping & Transformation | Map Zscaler categories → Netskope categories/objects | SecOps | Document gaps and adjustments | -| Implementation | Create Netskope objects (URL lists, groups, file types) | SecOps | Start in audit/log-only mode | -| Pilot & Dual-run | Configure small user group in audit mode | SecOps | Compare logs/hits vs Zscaler | -| Cut-over | Redirect all traffic to Netskope | SecOps/NetOps | Validate critical apps and SSL inspection | -| Optimization | Refine policies based on hits/logs | SecOps | Reduce false positives/negatives | -| Decommission | Retire Zscaler policies, infrastructure, and licenses | SecOps | Update documentation | - --- --Parent--