Documentation Index

Fetch the complete documentation index at: https://docs.safe.security/llms.txt

Use this file to discover all available pages before exploring further.

Asset Categorization: Classification Logic and Taxonomy

Prev Next

Introduction

The Asset Categorization system is designed to automatically classify every asset in the network. Rather than relying on a single rule, the system uses a weighted hierarchy of multiple observations, ranging from machine learning models to API integrations, to assign a specific Type and Subtype to every asset.

This document outlines the operation of the classification engine and defines the standard taxonomy used for reporting and policy creation.

Categorization Engine: A Hierarchy of Experts

The classification logic is not a single algorithm but an Ensemble Hierarchy of Experts. Think of this as a committee where different "experts" analyze specific attributes of an asset to determine its identity.

The logic follows a "Last Man Standing" principle: decisions made in earlier steps (like the Base Prediction) can be overwritten by later steps (like Cloud Integrations or Manual Overrides).

How Assets Get Classified

The system evaluates multiple signals to determine the nature of an asset. These signals are processed in order of reliability—when a more authoritative source provides classification data, it takes precedence over less certain methods.

Classification Priority (highest to lowest):

  1. Manual Classification: When a user or administrator explicitly sets an asset's type, that decision is final. This is the highest authority because humans understand context that automated systems cannot infer.

  2. Cloud Provider Data: If the asset exists in AWS, Azure, or GCP, the cloud provider's API provides definitive identification. AWS knows with certainty that a resource is a Lambda function or an RDS database—this is more reliable than inferring from network behavior.

  3. Pattern-matching Rules: Predefined pattern-matching logic for well-known asset signatures. For example, "Cisco IOS in the OS field indicates a networking asset" or "a Meraki MR model number indicates a wireless access point."

  4. Operating System: The most reliable automated signal. When we detect a specific OS like "Windows Server 2019" or "Cisco IOS", we can confidently classify the asset. Generic operating systems (like "Linux" alone) are less conclusive and defer to other signals.

  5. Asset Tags: Labels from third-party integrations (Armis, Claroty, Medigate) or internal tagging systems. Particularly valuable for specialized equipment, such as medical assets, where OS detection is often unavailable or proprietary.

  6. Manufacturer: The asset manufacturer, derived from the network adapter's MAC address. Certain manufacturers produce specific asset types; for example, Axis Communications primarily manufactures security cameras, while Zebra Technologies specializes in barcode scanners.

  7. Hostname Patterns: Semantic clues in the asset’s name. Organizations often follow naming conventions: "MBP" typically indicates a MacBook Pro, "VDI" suggests virtual desktop infrastructure.

  8. Software Inventory: The installed software stack provides hints about the asset’s purpose. A machine running Redis Server is likely a database; one running Cisco Unity is likely a VoIP system.

  9. Combined Feature Analysis: When no single signal is definitive, the system evaluates all available data together to make the most accurate classification possible. If confidence remains low, the asset is marked as needing review.

After determining the primary type, the system refines the subtype using additional context. For example, a "Server" is further classified as a Virtual Machine (VMware), Cloud Virtual Machine (Amazon/Azure/GCP), or Physical Server based on manufacturer and deployment indicators.

Asset Visibility: Understanding Data Quality

What Qualifies as "Poor Visibility"?

Poor visibility occurs when an asset lacks sufficient distinguishing characteristics for reliable categorization. Assets with poor visibility are marked as 'Unexamined' until they are enriched with better data.

The following conditions indicate poor visibility:

  • Insufficient Identifying Information

  • No operating system detected, or only a generic OS (like "Linux") without additional context

  • No hostname, or hostname contains only an IP address

  • No MAC address available to determine manufacturer

  • No tags from third-party integrations or manual labeling

Conflicting Signals

When different data sources suggest contradictory classifications with no clear winner. For example, OS information suggests "Server" while hostname patterns suggest "Desktop", and no manufacturer data is available to break the tie.

Sparse Data

Assets where only minimal data is available, such as a generic Linux OS with no hostname, no tags, and no manufacturer information. These assets cannot be confidently classified and require enrichment.

Data Requirements for Categorization

What Data Enables Classification?

To successfully categorize an asset, the system needs at least one of the following:

Data Type

What It Provides

Examples

Operating System

Identifies the asset platform and purpose

Windows Server 2019, iOS 17, Cisco IOS, macOS Ventura

Cloud Provider Data

Definitive resource identification from AWS/Azure/GCP APIs

EC2 instances, Lambda functions, RDS databases, S3 buckets

Asset Tags

Asset type labels from integrations or manual input

Medical asset tags from Medigate, IoT tags from Armis

Manufacturer

Asset maker from the MAC address

Apple, Dell, Axis Communications, Zebra Technologies

Hostname

Naming convention clues

Patterns like "MBP" (MacBook Pro), "VDI" (virtual desktop)

Software Inventory

Installed applications and services

Redis Server, Cisco Unity, medical imaging software

Open Ports

Network service signatures

Web servers, databases, and specialized protocols

Where Does This Data Come From?

Data Type

Collection Methods

Operating System

Endpoint agents, network scans, vulnerability scanners

Cloud Resources

Eg, AWS, Azure, GCP, Wiz, and other cloud-connector integrations where the cloud resource-type drives category

Asset Tags

Third-party security tools (Armis, Claroty, Medigate), manual tagging

Manufacturer

MAC address resolution from network discovery

Hostname

DNS, NetBIOS, Active Directory, endpoint agents

Software Inventory

Endpoint agents, vulnerability scanners

Open Ports

Network scans, traffic analysis

Asset Tag Analysis for Asset Categorization

Asset tags are key-value labels that help classify assets. Tags follow a prefix: value format where the prefix indicates the source or category, and the value describes the asset.

Default Supported Prefixes

The following tag prefixes are automatically recognized:

Prefix

Source

Device Type:

Generic asset classification

Asset Type: / Asset Subtype:

Manual or CMDB classifications

Armis Asset Type: / Armis Asset Category:

Armis IoT security platform

Orca Inventory Type:

Orca cloud security

Firemon:

FireMon network security

Example Tags

Tag

Resulting Classification

Device Type: MRI

Medical asset → MRI

Device Type: security cameras

IoT Asset → Security Cameras

Asset Type: server

Servers

Device Type: barcode scanners

IoT Asset → Barcode Scanners

Custom Tag Prefixes

Organizations using custom tagging conventions can request configuration of additional prefixes. Contact support to enable recognition of organization-specific tag formats.

Improving Categorization Coverage

To reduce the number of Poor Visibility/Low-Fidelity assets, focus on enriching data based on asset type:

For Servers and Desktops

  • Deploy endpoint agents to collect OS, hostname, and software inventory

  • Integrate with cloud providers (AWS, Azure, GCP) for cloud VM classification

  • Enable SNMP for network asset discovery

For IoT, Medical, and OT Assets

  • Configure asset tags in third-party security tools (Armis, Claroty, Medigate)

  • Use manual tagging to classify specialized equipment

  • Ensure network visibility to capture MAC addresses for manufacturer identification

For Cloud Assets

  • Enable cloud connectors with appropriate API permissions

  • Apply consistent resource tagging in cloud environments

  • Configure account-level integrations for complete visibility into IAM and serverless resources

Asset Categorization: Samples by Type

Type

Subtype

Potential Indicators & Examples

Serverless

Messaging Service

Cloud Connector: AWS::SNS::Topic, AWS::SQS::Queue

IoT Asset

Automotive

Tags: Device Type: automotives, Firmware: bmw_head_unit, honda_civic_firmware

Serverless

Cloud Account

Cloud Connector: AWS::Account::Account, Microsoft.Subscription/subscription

Serverless

Compute

Cloud Connector: AWS::Lambda::Function, Tags: Device Type: lambda

Cloud Security Infrastructure

Identity and Access Management

Cloud Connector: AWS::IAM::User, AWS::IAM::Role, GCP_IAM_USER, AZURE_IAM_USER

Container

Workload / Image

Cloud Connector: AWS::EKS::Cluster, Microsoft.ContainerInstance, Tags: Device Type: kubernetescluster

Serverless

API Service

Cloud Connector: Microsoft.Synapse/workspaces (Mapped via Data Analytics/Query Service)

Database

In-Memory Data Store

Software: Redis Server, Tags: Device Type: redis cache

Database

Document Data Storage

Tags: Device Type: cosmos db, Device Type: dynamodb

Database

RDBMS

Cloud Connector: AWS::RDS::DBInstance, Tags: Device Type: rds

Database

Search Engine

Cloud Connector: AWS::Elasticsearch::Domain, Tags: Device Type: elasticsearch

End-User Compute

Physical

OS: Windows 10/11, macOS, Hostname: Contains "desktop" or "laptop", Manufacturer: Dell, Apple, Lenovo

End-User Compute

VDI

Manufacturer: VMWare, Xen, VBox, Parallels

End-User Compute

Physical Workstation

Hostname: USER'S MACBOOK PRO or contains MBP + Manufacturer Apple

IoT Asset

Barcode Scanner

Tags: Device type: barcode scanners

IoT Asset

Building Automation

Tags: Generic building automation tags

IoT Asset

POS System

Tags: Generic POS tags

IoT Asset

Security Camera

Manufacturer: Axis Communications, Tags: Device Type: security equipment

IoT Asset

Wearable Asset

Tags: Device Type: wearables watches

IoT Asset

Sensor

Tags: Device Type: Sensor Instrument

IoT Asset

Attendance System

Tags: Device Type: generic iots attendance systems

Medical Asset

Infusion Pump

Tags: Device Type: medical infusion pumps

Medical Asset

X-Ray

Tags: Device Type: medical xrays

Medical Asset

MRI

Tags: Device Type: medical mri

Medical Asset

CT

Tags: Device Type: medical ct scanners

Medical Asset

Patient Monitor

Tags: Device Type: medical patient monitors

Medical Asset

Nurse Call

Tags: Device Type: medical nurse call

Medical Asset

PACS

Tags: Device Type: pacs/picture archiving

Medical Asset

Medical Printer

Tags: Device Type: medical printers

Multimedia Asset

Gaming Console

Tags: Device Type: multimedia game consoles

Multimedia Asset

Projector

Manufacturer: Barco Projection Systems, Tags: Device Type: multimedia projectors

Multimedia Asset

Speaker

Tags: Device Type: multimedia speakers

Networking Asset

Router/Switch

OS: cisco_meraki_mr, Tags: Device Type: networking switch

Networking Asset

Access Point

OS: cisco_meraki_mr74, Tags: Device Type: WAP Network

Networking Asset

Firewall

OS: paloaltonetworks_pan-os, f5, Tags: Device Type: security firewalls

Networking Asset

CDN

Cloud Connector: AWS::CloudFront::Distribution, Tags: Device Type: cloudfront

Networking Asset

WAF

Cloud Connector: AWS::WAF::Rule

Cloud Security Infrastructure

Audit Logging

Cloud Connector: AWS::CloudTrail::Trail

OT Asset

HVAC

Tags: Generic HVAC tags

OT Asset

Power Management

Manufacturer: APC by Schneider Electric, Tags: Device Type: Power Management

Printer/Fax/Scanner

Manufacturer: Ricoh, Lexmark, Zebra, Sharp, Tags: Device Type: printer, Device Type: scanner

Server

Physical Server

Manufacturer: Any manufacturer that is NOT a Cloud or VM provider (e.g., NOT VMWare, NOT AWS)

Server

Cloud Virtual Machine

Cloud Connector: AWS::EC2::Instance, Microsoft.Compute/virtualMachines, Manufacturer: Amazon, Google

Server

On-Prem Virtual Machine

Manufacturer: VMWare, Xen, Ovirt, Microsoft

Storage Asset

On-Prem Storage

Manufacturer: PURE Storage, OS: Linux (combinatorial logic)

Storage Asset

Cloud Object Storage

Cloud Connector: AWS::S3::Bucket, Tags: Device Type: s3

Cloud Security Infrastructure

Network Security

Cloud Connector: AWS::SecretsManager, Azure-Key-Vault, Tags: AWS Type: key vault

Handheld

OS: iOS, Android, User Agents: iPhone/Android strings, Tags: Device Type: iPad tablet, Device Type: Android Smartphones