- Establish policies for acceptable use of instant messaging and ensure that all users are aware of those policies and clearly understand the potential risks.
- Establish policies for Mobile device usage, including password and encryption requirements.
- Create proper configuration standards for IM products that restrict file transfers.
- In general, users should not be permitted to install software. Restrict Administrative and Power User level privileges to support personnel acting in their support capacity. If a user must have Administrative or Power User privileges, create a separate account to be used for his/her daily office functions, Internet surfing and on-line communication.
- Ensure that vendor patches are promptly applied to instant messaging software, interrelated applications, and the underlying operating system.
- Employ anti-virus and anti-spyware products.
- Do not rely on external IM servers for internal use of instant messaging; Provide a commercial grade IM proxy or internal IM server.
- Create secure communications paths when using instant messaging with trusted business partners.
- Appropriately configure intrusion detection/prevention systems. Understand that many instant messaging applications are capable of enabling associated communications to masquerade as otherwise legitimate traffic (e.g. http).
- Deploy products specifically designed for instant messaging security.
- Filter all http traffic through an authenticating proxy server to provide additional capabilities of filtering/monitoring instant messaging traffic.
- Block access to known public instant messaging servers that have not been explicitly authorized. (Note: Offers only partial protection due to the number of potential external servers.)
- Block popular instant messaging ports. (Note: Offers only partial protection, due to the number of potential protocols and associated ports, and the ability of applications to bypass port restrictions.)
- Monitor using an Intrusion Detection/Prevention system for users creating tunnels for IM or bypassing proxies.
- Educate partners with whom you share files, and teach them to delete shared files after the IM session.
- Establish “Memorandum of Understanding” agreements with partners with whom you must share confidential documents, specifying non-disclosure responsibilities.
- Use access control such as passwords to protect group sessions and presentations.
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