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Unless you are running a domain out of your home, there is not a lot of call for anti-spam. However, for folks who run a domain’s mailserver, spam is a real problem. The current estimate is that over 75% of all e-mail traversing the net is spam. Spam traffic is a burden on any network, and as previously stated, e-mail accounts for one of the largest vectors for malware infection, either as attachments or through referred malicious web-sites.

pfSense does not currently provide an anti-spam solution. For that solution, you need to drop to the underlying operating system, FREEBSD, which offers numerous packages. There are two significant open source projects for controlling spam: SpamD and SpamAssassin. Notably, in the next release of pfSense, version 2.0, support for SpamAssassin is planned.

FreeBSD LogoThe Perl-based SpamAssassin is a complex spam filtering tool, analyzing the e-mail stream for tell-tale indications that the mail being received isn’t legit. This includes the use of White and Blacklist to vet the e-mail. Beyond filtering, it also can be configured to use ClamAV for malware scanning of the e-mail payload. Depending on your e-mail load, this can be processor intensive.

SpamD takes a much simpler, but clever approach to thwarting Spam. It pretends to be a sendmail-like daemon for mail processing, analyzing the sender against three lists: a white list of approved senders, a black list of known spammers, and a grey list of yet-to-be verified senders.

If on a whitelist, it passes the connection on to the proper mail processing daemon behind the firewall. If it doesn’t know the sender, it responds with a “Please Send Later” message, deferring delivery and adding the sender to the grey list. If the mail is actually resent later, the sender is added to the whitelist, and the mail connection passed on for delivery.

If the sender has been black listed, SpamD tarpits the connection, very slowly and repeatedly asking for details, like a brain-damaged sendmail.

The grey list process counts on the fact that most spam is delivered by hit and run bots, and if delivery fails, the process will just move on. The black list process just screws with the process, slowing down or stopping the ultimate delivery of spam to recipients.

Notably, when it comes to threats, pfSense creates an overlapping field of fire approach with many packages working in conjunction to avert the success of a threat. With spam, Snort provides a set of spam/phishing rules. Country Block content filtering provides a list of the countries most responsible for spam (I personally don’t see a lot of correspondence from Korea, the number one source of spam). IP Blocklist and DNS Blacklist both provide lists for blocking spammers. This is also true of content management where Snort has a set of rules defining inappropriate content. Phrases like “XXX Teen” and other more colorful words can trigger the source address to be blocked.

pfSense Grade: D

Traffic Control

Part of threat management is the ability to control traffic on your network. This includes Quality of Service (QOS) and protocol/application blocking such as P2P, IM, and Gaming or Tor proxy traffic. pfSense doesn’t provide a single point of traffic control. Snort provides protocol blocking – a set of rules that block specific traffic, like P2P.

QOS, the allotting of particular levels of bandwidth to specific applications/hosts or protocols, is accomplished through a Traffic Shaping Wizard that allows you to both prioritize and limit different types or destinations of traffic. The Wizard is very good at simplifying a complex problem, but does not allow a high degree of fine tuning. Additionally, the current version of traffic is limited to single-WAN/LAN prioritization. Version 2.0 of pfSense, now in beta, allows for Multi-WAN/LAN configurations.

The pfSense traffic shaping wizard uses your real world speed to allocate bandwidth, and steps you through a series of pages that allow you to “Shape” specific traffic. These include VOIP, P2P, Gaming, and other application traffic such as HTTP, Instant Messengers, VPN, and Multimedia traffic. You are also allowed to penalize (limit) bandwidth for either a single IP or a Single set of IPs.

Squid logoThe Squid Package is a tunable caching proxy server, which provides both a high speed cache, and the ability to throttle traffic.  You can throttle all HTTP traffic, per host traffic, specific traffic by category  such as binary or multimedia,  or by specific user defined extensions, say avi, mp3, and zip extensions. You can also set maximum upload and download sizes to further limit bandwidth usage..

Another aspect of Traffic Control is the ability to encrypt traffic via a VPN. Three different VPN standards are supported: OpenVPN, IPSec, and PPTP. Under the current version of pfSense, both PPTP and IPSec have NAT limitations, making OpenVPN the most flexible solution. These limitations are well documented and a thumbnail of the issues is covered on the pfSense Capabilities Page.

pfSense Grade:  B

Enterprise Capabilities

To paraphrase Doctor Strangelove, “What use is threat management if you don’t have a network?” Safe network access has become indispensable. Any primary network gateway needs to provide for failover, at both the hardware and the provider level.

pfSense provides for hardware failover, network load balancing and failover, and a plethora of ways of monitoring its current and historical status. Hardware failover is handled through synchronized clustering of two separate pfSense boxes, utilizing the pfSense package CARP. Setting up CARP is outside the scope of this article (I don’t have two pfSense boxes, but it appears to be straightforward).

pfSense has built -in Multi-Wan failover and load balancing, utilizing three tiers of cascading gateways:  a single load balancer gateway and a gateway for each ISP fail-over point, each having a separate ping heartbeat (say the IPs for Google or Yahoo) that points to the gateway to the ISP. Here is the diagram from the pfSense tutorial.

pfSense multi-WAN

Fail-over is pretty straightforward, active standby is dead simple. The tricky part comes with load balancing, which uses a connection-based simple round-robin algorithm. Quite a few applications/protocols are stateful when it comes to your IP address, such as P2P, games, and IM applications. For each of these you’ll need to set up routing rules that bypass the load balancer and direct the traffic through a particular ISP.

With HTTP connections, pfSense attempts to be sticky, that is, routing the same host through the same ISP, but this is hit and miss. You may see problems with web sites that count on your IP Address not changing, such as cloud based e-mail services and banks.

Regretfully, in the current stable version of pfSense, On-Demand connections, passive standby—like using USB Wi-Fi modems—is not currently supported. But this has been added in version 2.0. Without passive standby, failover is not very attractive to home networks, unless you are willing to incur two ISP bills a month. If you are, then load balancing becomes compelling, even with the routing hassles. Who wants to pay for bandwidth they don’t use?

Enterprise capabilities would not be complete without talking about monitoring, pfSense offers out-of-the-box Syslog and SNMP logging, and several adaptor packages for other protocols, such as RADIUS, NetFlow, and Zabbix protocols. For bandwidth monitoring there is both RRD and a mostly integrated BandwidthHD web display, which breaks out traffic by host IP.

pfSense Grade:  C

Closing Thoughts

One important factor that can’t be ignored is that up-to-date content is needed for a UTM appliance to do its job. Without regular updates of IDS rules, host lists, and malware signatures, threat management is no better than a firewall.

For commercial vendors of these appliances, this is a major source of revenue. With pfSense, this content is largely free – making pfSense, with all of its patchwork flaws, very compelling. The value proposition of pfSense is significant. It is free, open, and no expensive subscriptions are needed to protect your network. Free something is better than nothing. So in Part 2, I'll step you through adding and configuring these UTM features to pfSense.

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