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Objective: To avoid breaches of legal, statutory, regulatory or contractual obligations related to information security and of any security requirements.

This document is a WORKING DRAFT of an ISA99 committee work product. It may not be accurate of complete and is subject to change without notice. It is provided SOLELY for the purpose of review in support of further development of committee work products. This document may not be copied, distributed to others, or offered for further reproduction or for sale.

18.1.1 Identification of applicable legislation and contractual requirements 4240

Control 4241

All relevant legislative statutory, regulatory, contractual requirements and the organization’s approach 4242

to meet these requirements shall be explicitly identified, documented and kept up to date for each 4243

information system and the organization. 4244

Implementation guidance 4245

The specific controls and individual responsibilities to meet these requirements should also be defined 4246

and documented. 4247

Managers should identify all legislation applicable to their organization in order to meet the 4248

requirements for their type of business. If the organization conducts business in other countries, 4249

managers should consider compliance in all relevant countries. 4250

18.1.2 Intellectual property rights

4251

Control 4252

Appropriate procedures should be implemented to ensure compliance with legislative, regulatory and 4253

contractual requirements related to intellectual property rights and use of proprietary software products. 4254

Implementation guidance 4255

The following guidelines should be considered to protect any material that may be considered 4256

intellectual property: 4257

a) publishing an intellectual property rights compliance policy which defines the legal use of the 4258

IACS; 4259

b) acquiring software only through known and reputable sources, to ensure that copyright is not 4260

violated; 4261

c) maintaining awareness of policies to protect intellectual property rights and giving notice of the 4262

intent to take disciplinary action against personnel breaching them; 4263

d) maintaining appropriate asset registers and identifying all assets with requirements to protect 4264

intellectual property rights; 4265

e) maintaining proof and evidence of ownership of licenses, master disks, manuals, etc.; 4266

f) implementing controls to ensure that any maximum number of users permitted within the license 4267

is not exceeded; 4268

g) carrying out reviews that only authorized software and licensed products are installed; 4269

h) providing a policy for maintaining appropriate license conditions; 4270

i) providing a policy for disposing of or transferring software to others; 4271

j) complying with terms and conditions for software and information obtained from public 4272

networks; 4273

k) not duplicating, converting to another format or extracting from commercial recordings (film, 4274

audio) other than permitted by copyright law; 4275

l) not copying in full or in part, books, articles, reports or other documents, other than 4276

permitted by copyright law. 4277

Other information 4278

Intellectual property rights include software or document copyright, design rights, trademarks, patents 4279

and source code licenses. 4280 This document is a WORKING DRAFT of an ISA99 committee work product. It may not be accurate of complete and is subject to change without notice. It is provided SOLELY for the purpose of review in support of further development of committee work products. This document may not be copied, distributed to others, or offered for further reproduction or for sale.

Proprietary software products are usually supplied under a license agreement that specifies license 4281

terms and conditions, for example, limiting the use of the products to specified machines or limiting 4282

copying to the creation of backup copies only. The importance and awareness of intellectual property 4283

rights should be communicated to staff for software developed by the organization. 4284

Legislative, regulatory and contractual requirements may place restrictions on the copying of 4285

proprietary material. In particular, they may require that only material that is developed by the 4286

organization or that is licensed or provided by the developer to the organization, can be used. 4287

Copyright infringement can lead to legal action, which may involve fines and criminal proceedings. 4288

18.1.3 Protection of records

4289

Control 4290

Records shall be protected from loss, destruction, falsification, unauthorized access and unauthorized 4291

release, in accordance with legilated, regulatory, contractual and business requirements. 4292

Implementation guidance 4293

When deciding upon protection of specific organizational records, their corresponding classification 4294

based on the organization’s classification scheme, should be considered. I A C S r ecords o r 4295

c l a s s i f i e d i n f o r m a t i o n should be categorized into record types, e.g. critical and/or 4296

classified records,accounting records, database records, transaction logs, audit logs and 4297

operational procedures, each with details of retention periods and type of allowable storage 4298

media, e.g. paper, microfiche, magnetic, optical. Any related cryptographic keys and programs 4299

associated with encrypted archives or digital signatures (see 10), should also be stored to enable 4300

decryption of the records for the length of time the records are retained. 4301

Consideration should be given to the possibility of deterioration of media used for storage of records. 4302

Storage and handling procedures should be implemented in accordance with manufacturer’s 4303

recommendations. 4304

Where electronic storage media are chosen, procedures to ensure the ability to access data 4305

(both media and format readability) throughout the retention period should be established to safeguard 4306

against loss due to future technology change. 4307

Data storage systems should be chosen such that required data can be retrieved in an acceptable 4308

timeframe and format, depending on the requirements to be fulfilled. 4309

The system of storage and handling should ensure identification of records and of their retention 4310

period as defined by national or regional legislation or regulations, if applicable. This system should 4311

permit appropriate destruction of records after that period if they are not needed by the organization. 4312

To meet these record safeguarding objectives, the following steps should be taken within an 4313

organization: 4314

a) guidelines should be issued on the retention, storage, handling and disposal of records and 4315

information; 4316

b) a retention schedule should be drawn up based on the type of record and/or information and 4317

the period of time for which they should be retained; 4318

c) an inventory of these records and/or information should be maintained. 4319

Other information 4320

Some records may need to be securely retained to meet statutory, regulatory or contractual 4321

requirements, as well as to support essential business activities. Examples include records that may 4322

be required as evidence that an organization operates within statutory or regulatory rules, to ensure 4323

defense against potential civil or criminal action or to confirm the financial status of an organization 4324 This document is a WORKING DRAFT of an ISA99 committee work product. It may not be accurate of complete and is subject to change without notice. It is provided SOLELY for the purpose of review in support of further development of committee work products. This document may not be copied, distributed to others, or offered for further reproduction or for sale.

to shareholders, external parties and auditors. National law or regulation may set the time period and 4325

data content for information retention. 4326

Further information about managing organizational records can be found in ISO 15489-1. 4327

18.1.4 Privacy and protection of personally identifiable information

4328

Control 4329

Privacy and protection of personally identifiable information should be ensured as required in relevant 4330

legislation and regulation where applicable. 4331

Implementation guidance 4332

An organization’s data policy for privacy and protection of personally identifiable information should be 4333

developed and implemented. This policy should be communicated to all persons involved in the 4334

processing of personally identifiable information. 4335

Compliance with this policy and all relevant legislation and regulations concerning the protection of 4336

the privacy of people and the protection of personally identifiable information requires appropriate 4337

management structure and control. Often this is best achieved by the appointment of a person 4338

responsible, such as a privacy officer, who should provide guidance to managers, users and service 4339

providers on their individual responsibilities and the specific procedures that should be followed. 4340

Responsibility for handling personally identifiable information and ensuring awareness of the privacy 4341

principles should be dealt with in accordance with relevant legislation and regulations. Appropriate 4342

technical and organizational measures to protect personally identifiable information should be 4343

implemented. 4344

Other information 4345

ISO/IEC 29100 provides a high-level framework for the protection of personally identifiable information 4346

within information and communication technology systems. A number of countries have introduced 4347

legislation placing controls on the collection, processing and transmission of personally identifiable 4348

information (generally information on living individuals who can be identified from that information). 4349

Depending on the respective national legislation, such controls may impose duties on those collecting, 4350

processing and disseminating personally identifiable information, and may also restrict the ability to 4351

transfer personally identifiable information to other countries. 4352

18.1.5 Regulation of cryptographic controls

4353

Control 4354

Cryptographic controls should be used in compliance with all relevant agreements, legislation and 4355

regulations. 4356

Implementation guidance 4357

The following items should be considered for compliance with the relevant agreements, laws and 4358

regulations: 4359

a) restrictions on import or export of computer hardware and software for performing cryptographic 4360

functions; 4361

b) restrictions on import or export of computer hardware and software which is designed to have 4362

cryptographic functions added to it; 4363

c) restrictions on the usage of encryption; 4364

d) mandatory or discretionary methods of access by the countries’ authorities to information 4365

encrypted by hardware or software to provide confidentiality of content. 4366 This document is a WORKING DRAFT of an ISA99 committee work product. It may not be accurate of complete and is subject to change without notice. It is provided SOLELY for the purpose of review in support of further development of committee work products. This document may not be copied, distributed to others, or offered for further reproduction or for sale.

Legal advice should be sought to ensure compliance with relevant legislation and regulations. Before 4367

encrypted information or cryptographic controls are moved across jurisdictional borders, legal advice 4368

should also be taken. 4369

18.2 Information security review

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