How to Create a Baseline Configuration

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Reviewed by Cera Adams

Director, Assurance Services at OCD Tech

Updated Oct, 9

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Quick Overview

 

A baseline configuration is a documented set of security settings and software versions for your systems that serves as a standard for future changes and assessments. It's essentially a snapshot of the system's condition at a given time that helps ensure consistency and security.

 

Deep Dive into Creating a Baseline Configuration

 

Creating a baseline configuration means establishing a reference point for your system, identifying the expected settings, software, and configurations. This helps in detecting changes that might signify potential security issues and ensures that your systems remain compliant with security policies.

Here is how to create one:

  • Inventory your assets: List all systems, applications, and devices that need security configurations. This ensures that nothing is overlooked.
  • Define standard configurations: Establish optimal security settings, versions, and software patches for each asset. These standards often come from industry best practices and regulatory requirements.
  • Document configurations: Write down all settings, including password policies, user privileges, installed software versions, and network settings. This documentation serves as a reference for audits and future changes.
  • Implement and verify: Apply these configurations to your systems and verify their proper functionality to ensure compliance. Regular tests and verifications are key to maintaining the integrity of the baseline.
  • Monitor and update regularly: As new vulnerabilities emerge or systems change, keep the baseline updated. Regular reviews help ensure that security remains robust over time.
  • Use automated tools: Leverage configuration management and monitoring tools to automate baseline verification. Tools can continuously assess your systems against the documented baseline.
  • Engage experts when needed: For complex environments or additional assurance, we at OCD Tech recommend readiness assessments to ensure all baseline configurations align with current security standards.

By following these steps, you'll create a detailed record of how your systems are supposed to function, making it easier to spot deviations and potential security threats. This approach not only helps in maintaining consistent security posture but also streamlines communication during audits or when troubleshooting system issues.

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Frequently asked questions

What services does OCD Tech provide?

OCD Tech offers a comprehensive suite of cybersecurity and IT assurance services, including SOC 2/3 and SOC for Cybersecurity reporting, IT vulnerability and penetration testing, privileged access management, social engineering assessments, virtual CISO (vCISO) support, IT general controls audits, WISP development, and compliance assistance for frameworks like CMMC, DFARS, and FTC Safeguards.

Which industries does OCD Tech serve?

OCD Tech specializes in serving highly regulated sectors such as financial services, government, higher education, auto dealerships, enterprise organizations, and not-for-profits throughout New England.

How long does an IT security assessment take?

Typically, OCD Tech’s on-site work spans 1–2 days, depending on complexity and number of sites, followed by 1–2 weeks of analysis and reporting to deliver clear, actionable recommendations.

Why should I get SOC 2 compliant?

SOC 2 reporting demonstrates to clients and prospects that an organization follows best-in-class controls over security, availability, processing integrity, confidentiality, and privacy—boosting trust, meeting RFP/due diligence requirements, and helping secure contracts. OCD Tech helps organizations achieve and maintain this compliance.

Can OCD Tech help me with federal cybersecurity regulations?

Yes—OCD Tech provides guidance for compliance with DFARS (NIST 800‑171), CMMC (Levels 1–3), and FTC Safeguards, ensuring organizations meet specific government or industry-based cybersecurity mandates.

What is a virtual CISO (vCISO), and do I need one?

A virtual CISO delivers strategic, executive-level cybersecurity leadership as a service. OCD Tech’s vCISO service is ideal for organizations lacking a full-time CISO and helps build programs, define policy, oversee risk, and guide security maturity.

Does OCD Tech offer ongoing security training or audits for staff?

Absolutely. OCD Tech provides tailored internal IT Audit training and security awareness sessions, plus annual reviews of Written Information Security Programs (WISP), such as Massachusetts 201 CMR 17 and other state or industry-specific controls.

Audit. Security. Assurance.

IT Audit | Cybersecurity | IT Assurance | IT Security Consultants – OCD Tech is a technology consulting firm serving the IT security and consulting needs of businesses in Boston (MA), Braintree (MA) and across New England. We primarily serve Fortune 500 companies including auto dealers, financial institutions, higher education, government contractors, and not-for-profit organizations with SOC 2 reporting, CMMC readiness, IT Security Audits, Penetration Testing and Vulnerability Assessments. We also provide dark web monitoring, DFARS compliance, and IT general controls review.

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OCD Tech

25 BHOP, Suite 407, Braintree MA, 02184

844-623-8324

https://ocd-tech.com

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