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Provisioning new sites as part of a wide area network can be a pretty big

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challenge.

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If we think about an organization that has hundreds or potentially even

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thousands of remote

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sites and they're all part of a wide area network, then we can really start to

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see some

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of the issues here.

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But even if we're not this large, think about the challenges of provisioning a

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new network.

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So let's say we've got a new site that we're spinning up and this site could be

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somewhere
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somewhere

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pretty remote.

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Maybe it's a few hours away, maybe it's an airplane right away, maybe it's in a

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completely

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different country.

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And so we and IT tend to live over here and I could bring a router in and

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configure it

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and then ship it out to this location.

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And that's typically what we expect to do with a traditional network.

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And so hopefully somebody here can be our smart hands and they can install this

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router,

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plug it in, hopefully get us connected to the right WAN circuit provider
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plug it in, hopefully get us connected to the right WAN circuit provider

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connection,

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maybe they provide a copper handoff, something like that.

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And then we have to hope that this connectivity into the WAN space comes online

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.

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And what happens if it doesn't come online?

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What happens if there is an issue with the configuration?

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Maybe I put the wrong IP address on the interface.

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Maybe I just had a circuit settings wrong.

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Maybe the IP address I was given changes by the time it arrives to the site and
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Maybe the IP address I was given changes by the time it arrives to the site and

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the service

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provider says, you know what, don't do that IP address to this IP address

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instead.

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And now we're relying on our smart hands here to be really, really smart.

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In fact, usually we don't even need smart hands, we just need hands to get this

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thing installed

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and connected in.

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But now we're asking this person to log into this router and change an IP

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address.

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Maybe I can do a WebEx with them or screen share.

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We can tell that this is going to be very painful.
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We can tell that this is going to be very painful.

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And the larger our organization is the more often we have to worry about this

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particular

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situation.

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And so we want to not have to rely on our managers or our staff at this

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location wherever

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it is.

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And we don't want to have to do that, but we also don't want to have to travel

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to get there

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ourselves.

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Yeah, if it's a few hours away, maybe even if it's a days travel away, it

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wouldn't be the

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worst thing in the world.

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Maybe we could ship it back.
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Maybe we could ship it back.

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We've got options there.

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But as soon as it's a plane ride or again in another country on another

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continent, then

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this travel becomes very restrictive.

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And so yeah, we might just have to ship it back so that we can try to fix the

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configuration

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and hope this all doesn't happen again.

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So we want to solve this problem of provisioning.

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And we have a more sophisticated white area network architecture now.

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So can we do that?

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And the answer is, well, yes, if the answer was no, I'm not sure why we'd be
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And the answer is, well, yes, if the answer was no, I'm not sure why we'd be

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having this

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session.

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But we can address this with zero touch provisioning.

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Sometimes abbreviated as ZTP.

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So zero touch provisioning.

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The idea here is that we want to automate bringing up a new location.

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So these new, when edge devices that were shipping out and we still are going

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to have to ship

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this, we need to make sure that it gets there.
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this, we need to make sure that it gets there.

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Now, it doesn't necessarily have to come from me.

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It could actually come from, sure, from me, or it could come from the original

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manufacturer.

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In our case, we'll just say it's Cisco.

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I order a router from Cisco and I have them ship it to the site directly.

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And say, well, wait a second.

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I haven't added my configuration on there.

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If we're going to ship it directly to the site, it's not going to have any

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configuration

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and that's correct.

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Because we're going to automate these new edges coming online or onboarding to
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Because we're going to automate these new edges coming online or onboarding to

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the SD-WAN

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environment.

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So here's how this comes together.

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I as the admin now log into V-manage and I create a template that I'm going to

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use for

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this edge device.

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I also add this particular edge device into my white list.

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This is important from a security perspective because if we're going to

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automate onboarding

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new WAN edges, we would not want a thread actor, a bad guy, somebody like that,
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new WAN edges, we would not want a thread actor, a bad guy, somebody like that,

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to be able

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to add their own router into our environment.

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So I'm going to white list this new router.

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I understand that this new router is going to be coming online and so we need

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to allow

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it and we need to have a template that includes all of the key configuration

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points.

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So this is step one.

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I as the admin have to do this.

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Then step two over here is that we just need an installer to perform the
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Then step two over here is that we just need an installer to perform the

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installation

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for us.

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What does the installation look like?

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Well, it's putting the router into a rack and providing power as well as

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hopefully some

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amount of connectivity.

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So I need to connect the router into the WAN circuit and possibly not just the

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WAN circuit

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on this side but also the Ethernet connector to the rest of my network on the

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other side.
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other side.

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But that's it. This is back to not needing smart hands.

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This installer can be anybody.

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It could be a local manager or some other staff person and I can just over the

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phone, ideally,

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walk them through getting the router into the rack and power it on and connect

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it.

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So here's how this works.

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There's a little bit of glue in the middle to connect this new WAN edge to the

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rest of

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our environment.

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And so it can't just go out directly to V-manage for example and download its
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And so it can't just go out directly to V-manage for example and download its

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configuration.

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That's not going to work because this WAN edge device does not know which

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customer it

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belongs to.

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We are setting it potentially directly from Cisco.

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So this is just a blank WAN edge no configuration included device that's being

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shipped to this

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location.

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So it's going to be configured to reach out to a ZTP cloud server that Cisco

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manages.
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manages.

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And this ZTP cloud server is going to connect the device to the V-bond in our

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organization.

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The V-bond is ultimately the glue that holds everything together as we've said.

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And so it's going to push the configuration info down to this device and tell

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it how to

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connect in and start to download its configuration which at that point it's

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going to be able to

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do thanks to the V-bond getting it connected into our environment.
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do thanks to the V-bond getting it connected into our environment.

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So that's the gist of zero touch provisioning.

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Now there are a few requirements that we need to consider and it really has to

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do with

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making sure that this connection can happen here.

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It needs to be able to reach out to the ZTP cloud server.

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So what does it need for that?

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Well first and foremost it's going to need an IP address and it's going to need

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to go through

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the internet for this so it's going to need a default gateway and it's going to
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the internet for this so it's going to need a default gateway and it's going to

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need to

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be able to perform name resolution to find this ZTP cloud server.

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So we need DNS servers configured.

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Well ideally all of this just comes from DHCP.

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If I connect into my service provider and I'm given DHCP then I should have an

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IP address

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to default gateway and DNS servers.

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Unfortunately if I don't have DHCP from the service provider and I have no
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Unfortunately if I don't have DHCP from the service provider and I have no

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other network

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connectivity that I can use to go out to the internet and find out all this

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information

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then I can actually also ship out a USB boot disk, some kind of USB key that

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can have

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a bootstrap configuration loaded up.

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So it will require a little bit more information from the admin because then I

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would also have

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to ship out this USB potentially.

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But again this is in a perfect world not going to be required because we can
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But again this is in a perfect world not going to be required because we can

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just rely on

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our DHCP.

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Now a very important component in all of this as we already mentioned is

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security.

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As if I have a staff member on my IT team maybe leave the company and they bear

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some amount

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of ill will towards the company or maybe just somebody who has intimate working

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knowledge

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of how our company operates.

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There's no reason in theory why a threat actor couldn't spin up their own SD-
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There's no reason in theory why a threat actor couldn't spin up their own SD-

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WAN router

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and attempt to take advantage of this process.

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We would want to prevent this at all costs because as soon as their router is

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part of our SD-WAN

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environment they can do all kinds of attacks.

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They can look at our route information.

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They can do man in the middle attacks by advertising routes and doing all kinds

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of bad behavior

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and mischief and mayhem.

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Ultimately it would be detrimental to my organization if this was remotely a
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Ultimately it would be detrimental to my organization if this was remotely a

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possibility.

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Now fortunately we already mentioned one of the techniques we have to avoid

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this and that

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would be to white list any edge devices that are coming online.

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So as these devices get shipped out I can manage them through my Cisco portal

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to make sure

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that I can provision only the routers that I know are part of my network.

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But the other aspect to security which is so important with all of this is

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going to be

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the use of certificates.
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the use of certificates.

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All of our WAN edge devices are going to come with certificates.

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And this certificate is going to be used in a couple of different ways.

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First of all it allows the WAN edge device to authenticate itself to the rest

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of the network.

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So to my SD-WAN environment I know that you are an authentic WAN edge device

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and not just

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some software designed to emulate it.
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some software designed to emulate it.

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The other thing it allows me to do is it allows me to ensure that the other

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devices in the

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network such as my V-Bond and V-Smart, my controllers they can also authent

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icate to the

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WAN edge.

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And so this allows me to make sure that I am not talking to a controller that

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isn't a valid

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controller because they also have certificates.

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And so now we can make sure that I am not only running an authentic SD-WAN
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And so now we can make sure that I am not only running an authentic SD-WAN

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device but again

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I could deploy this authentic device and it connects to the threat actor who

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spun up

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their own V-Manage or V-Bond or whatever the situation is.

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And so the security level is very, very important for us in managing and

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maintaining our SD-WAN

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environment.
