Tag Archives: Best practices

Simplify management of Network Firewall rule groups with VPC managed prefix lists

Post Syndicated from Mojgan Toth original https://aws.amazon.com/blogs/security/simplify-management-of-network-firewall-rule-groups-with-vpc-managed-prefix-lists/

In this blog post, we will show you how to use managed prefix lists to simplify management of your AWS Network Firewall rules and policies across your Amazon Virtual Private Cloud (Amazon VPC) in the same AWS Region.

AWS Network Firewall is a stateful, managed, network firewall and intrusion detection and prevention service for your Amazon VPC. With Network Firewall, you can filter inbound and outbound traffic to or from internet gateways; AWS Direct Connect gateways; AWS PrivateLink, AWS Site-to-Site VPN, and AWS Client VPN gateways; NAT gateways; and even between other attached VPCs and subnets.

You can use Network Firewall to help prevent your VPC from accessing unauthorized domains, to block IP addresses, and to perform deep packet inspection or protocol filtering. However, it can be time consuming to update your firewall’s rule groups to add, remove, or modify the list of IP addresses across multiple Network Firewall instances that can be deployed in distributed, centralized, or combined deployment models.

With prefix lists, you can group one or more CIDR blocks into a single object. Therefore, you can group IP addresses that you frequently use in a prefix list, and reference this list in Network Firewall rule groups. With this approach, you don’t need to update individual firewall rules when scaling the network to add new IP addresses, and the Network Firewall rule groups that reference the prefix list are automatically updated.

In this post, we will show you how to build an example configuration in your test environment that uses customer-managed prefix lists in a Network Firewall rule group.

Note: This configuration will incur costs as described at AWS Network Firewall pricing.

Prerequisites

For this walkthrough, make sure that you have the following prerequisites in place:

Solution overview

In this post, we will show you how to create a simple architecture in a VPC to create three different VPC prefix lists for private and public subnets and provide protection by restricting traffic flow to the firewall subnet. Then you will create a stateful Network Firewall rule group to include IP set references that are mapped to VPC prefix lists. Figure 1 illustrates the architecture of a protected VPC.

Figure 1: Simple architecture of a protected VPC

Figure 1: Simple architecture of a protected VPC

In this example, the following three subnets are in the protected VPC:

  1. Firewall subnet: 10.1.0.0/28
    This subnet is dedicated for use by Network Firewall. The Network Firewall endpoint is deployed into a dedicated subnet of the VPC.
  2. Public subnet (protected subnet): 10.1.2.0/28
    The resources are designed to be internet-facing, so this subnet needs to communicate with the internet gateway. The NAT gateway and load balancer are also hosted on this subnet.
  3. Private subnet (protected workload subnet): 10.1.3.0/28
    This is the subnet where you host your private workload that doesn’t accept incoming traffic from the internet (in our example, this is the webservers). The private workload can send requests to the internet through the NAT gateway.

Deploy the CloudFormation template

The following AWS CloudFormation template deploys a network firewall and related resources in a distributed architecture across two Availability Zones. In production, AWS recommends that you use multiple Availability Zones to help ensure high availability and improve fault tolerance. To simplify the instructions, we will focus on a single Availability Zone for this blog post.

To deploy the CloudFormation template

  • Choose the following Launch Stack button.

    Launch Stack

    Launch the CloudFormation template in the Region of your choice. Make sure that the Region that you choose supports Network Firewall. Select the Availability Zone or Zones to be used for this deployment, and leave the rest of the options as default.

Create the VPC prefix lists

In this section, we will show you how to define your requirements and implement them within Network Firewall to only enable Secure Shell (SSH) traffic from a trusted IP range (an authorized public subnet on the protected VPC) to the private subnet. We will also show you how to block Internet Control Message Protocol (ICMP) traffic from another IP range (with CIDR 10.0.1.0/24).

You will create the following VPC prefix lists:

  • Public-ip-list — includes the protected subnet: 10.1.2.0/28
  • Private-deny-list — includes a CIDR block from the other VPC: 10.0.1.0/24
  • Private-allow-list — includes the protected workload subnet: 10.1.3.0/28

To create the VPC prefix lists

  1. Open the Amazon VPC console and choose Managed prefix lists.
  2. Choose Create prefix list, and then do the following, as shown in Figure 2:
    • For Prefix list name, enter a name for the prefix list. In our example, the name is Public-ip-list.
    • For Max entries, enter the maximum number of entries for the prefix list. In our example, this number is 10.
    • For Address family, select the prefix list that supports IPv4 entries.

      Note: Network Firewall currently supports only references to IPv4 prefix lists.

    • For Prefix list entries, choose Add new entry, and then enter the CIDR block and a description for the entry. In our example, the CIDR block is 10.1.2.0/28.
    • Choose Create prefix list.
      Figure 2: Example of managed prefix lists

      Figure 2: Example of managed prefix lists

  3. Repeat the preceding steps for the two remaining prefix lists: Private-deny-list and Private-allow-list.

When you’ve finished creating the prefix lists, you can view them under Managed prefix lists, as shown in Figure 3.

Figure 3: Example of VPC prefix lists

Figure 3: Example of VPC prefix lists

Create a Network Firewall rule group

The next step is to create a Network Firewall rule group. A Network Firewall rule group is a reusable set of criteria for inspecting and handling network traffic. As part of this configuration, we will take advantage of customer-managed VPC prefix lists as a variable to simplify the management of the rules.

To create a Network Firewall rule group

  1. In the Amazon VPC console, in the left navigation pane, choose Network Firewall rule groups.
  2. From the Rule groups tab, select Create Network Firewall rule group, and then do the following, as shown in Figure 4:
    • For Rule group type, select Stateful rule group.
    • For Name, enter your network firewall rule group.
    • For Capacity, enter 25 or another appropriate value.
    • For Stateful rule group options, select 5-tuple.
    • Under Stateful rule order, select Default.
    Figure 4: Network Firewall rule group

    Figure 4: Network Firewall rule group

  3. In the IP set references section, do the following, as shown in Figure 5:
    1. For IP set preference variable name, enter new variable names for each of your VPC prefix lists.
    2. From the IP set resource ID dropdown, select an IP set.

    In this example, you are creating three IP set references that are mapped to the VPC prefix lists that you configured in the previous sections, as shown in the following table.

    IP set references variable name Mapped VPC prefix list name to IP set references CIDR block
    IP_list_Allow_ssh_subnets public-ip-list 10.1.2.0/28
    IP_list_Private_Deny private-deny-list 10.0.1.0/24
    IP_list_private_subnets private-allow-list 10.1.3.0/28
    Figure 5: Example of IP set references

    Figure 5: Example of IP set references

  4. In the Add rule section, do the following, as shown in Figure 6:
    1. Select the protocol.
    2. For Source, select Custom and then enter the IP set reference variable name for the source IP address with the following format: <@Your_ip_set_reference_name>. In our example, the name is @IP_list_Allow_ssh_subnets.
    3. For Source port, select Custom and enter the appropriate port number.
    4. For Destination, choose Custom and then enter the IP set reference variable name for the destination IP address with the following format: <@Your_ip_set_reference_name>. In our example, the name is @IP_list_Private_subnets.
    5. For Destination port, choose Custom and enter the appropriate port number.
    6. For Traffic direction, select Any.
    7. For Action, select Pass.
    8. Choose Add rule.
    Figure 6: Example of a Network Firewall rule group with custom IP set references

    Figure 6: Example of a Network Firewall rule group with custom IP set references

  5. For the next set of rules, repeat the preceding steps and choose the appropriate protocol, source, destination, traffic direction, and action, as shown in the following table.

    Protocol Source Destination Source port Destination port Direction Action
    SSH @IP_list_Allow_ssh_subnets @IP_list_private_subnets 22 22 Forward Pass
    SSH Any @IP_list_private_subnets Any 22 Forward Drop
    ICMP @IP_list_Private_Deny Any Any Any Forward Drop

    After completion, you will have a set of stateful rules, as shown in Figure 7.

    Figure 7: Example list of Network Firewall rules

    Figure 7: Example list of Network Firewall rules

Congratulations! You have configured Network Firewall rule groups by using VPC prefix lists for a simplified management to allow SSH traffic only from authorized subnets and to deny ICMP traffic from unauthorized subnets.

For the next steps, you can test your configuration by trying to use protocols such as SSH or ICMP from unauthorized subnets to your private subnets and reviewing the behavior. You can also test your configuration by doing the same from authorized subnets and comparing the results. Furthermore, you can create logging and monitoring solutions in Network Firewall to review the dropped or allowed packets from your Network Firewall log groups in CloudWatch Logs or use contributor insights to analyze Network Firewall logs.

Clean up the resources

To clean up the resources that you created for this walkthrough, do the following:

  1. Remove all subnet associations from the route tables.
  2. Delete Network Firewall policies, rule groups, and IP set preferences.
  3. Delete the network firewall.
  4. Delete VPC prefix lists.
  5. Delete your subnets.
  6. Delete the route tables.
  7. Delete the VPC.
  8. Delete the CloudFormation stack (if you created your environment through CloudFormation).

Conclusion

In this post, you learned how to use Amazon VPC managed prefix lists to simplify management of IP addresses within Network Firewall rule groups. IP set preferences that are mapped to your VPC prefix lists are a great tool to help simplify your firewall rules and reduce operational overhead and administration as you scale your network.

For information about pricing, see AWS Network Firewall pricing. For more information about managed prefix lists, see Work with customer-managed prefix lists. For more examples and use cases, see previous Network Firewall posts on the AWS Security Blog.

If you have feedback about this post, submit comments in the Comments section below. If you have questions about this post, start a new thread on the AWS Security, Identity, & Compliance re:Post or contact AWS Support.

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Mojgan Toth

Mojgan Toth

Mojgan is a Sr. Technical Account Manager. She loves putting together solutions around well-architecture and resiliency. When it comes to personal life, she loves cooking, painting and spending time with her family specially her two little sons. They love outdoor activities such as bike rides and hikes.

Accelerating revenue growth with real-time analytics: Poshmark’s journey

Post Syndicated from Mahesh Pasupuleti original https://aws.amazon.com/blogs/big-data/accelerating-revenue-growth-with-real-time-analytics-poshmarks-journey/

This post was co-written by Mahesh Pasupuleti and Gaurav Shah from Poshmark.

Poshmark is a leading social marketplace for new and secondhand styles for women, men, kids, pets, home, and more. By combining the human connection of physical shopping with the scale, ease, and selection benefits of Ecommerce, Poshmark makes buying and selling simple, social, and sustainable. Its community of more than 80 million registered users across the US, Canada, Australia, and India is driving a more sustainable future for the fashion industry.

An important goal to achieve for any organization is to grow the top line revenue. Top line revenue refers to the total value of sales of an organization’s services or products. The two main approaches organizations employ to increase revenue are to expand geographically to enter new markets and to increase market share within a market by improving customer experience (CX).

Improving CX is a well-known guideline to attract and retain customers and thereby increase the market share. In this post, we share how Poshmark improved CX and accelerated revenue growth by using a real-time analytics solution. We discuss how to create such a solution using Amazon Kinesis Data Streams, Amazon Managed Streaming for Kafka (Amazon MSK), Amazon Kinesis Data Analytics for Apache Flink; the design decisions that went into the architecture; and the observed business benefits by Poshmark.

High-level challenge: The need for real-time analytics

Previous efforts at Poshmark for improving CX through analytics were based on batch processing of analytics data and using it on a daily basis to improve CX. Although these batch analytics-based efforts were successful to some extent, they saw opportunities to improve the customer experience with real-time personalization and security guidance during the customer’s interaction with the Poshmark app. The customer insights gathered from the batch analytics couldn’t be paired with the current customer activities in real time due to the latencies involved in enriching the current activities with the knowledge gained through batch processes. Therefore, the opportunity to provide tailored offers or showcase products based on customers’ preference and behaviors in near-real time, which contributes to a much better customer experience, was missing. Similarly, the opportunity to catch fraud within a second, before checkout, was also missing.

To improve the customer experience, Poshmark decided to invest in building a real-time analytics platform to enable real-time capabilities, as explained further in this post. Poshmark engineers worked closely with AWS architects through the AWS Data Lab program. The AWS Data Lab offers accelerated, joint engineering engagements between customers and AWS technical resources to create tangible deliverables that accelerate data and analytics modernization initiatives. The Design Lab is one half to two day engagement with customer team offering prescriptive guidance to arrive at the optimal solution architecture design before you embark on building the platform.

Designing the solution architecture through the AWS Data Lab process

The business and technical stakeholders from Poshmark and the AWS Data Lab architects discussed near-to-long-term business requirements along with the functional and non-functional capabilities required to decide on the architecture approach. They reviewed the current state architecture and constraints to understand data flow and technical integration points. The joint team discussed the pros and cons of various AWS services that already exist in Poshmark’s current architecture, as well as other AWS services that can meet the requirements.

Poshmark wanted to address the following business use cases via the real-time analytics platform:

  • Sessionization – Poshmark captures both server-side application events and client-side tracking events. They wanted to use these events to identify and analyze user sessions to track behavior.
  • Illegitimate sign-up and sign-in prevention – Poshmark wanted to detect and ban illegitimate sign-up or sign-in events from bots or non-human traffic in real time on the Poshmark application.
  • IP translation – The IP addresses present in events will be translated to city, state, and zip, and enriched with other information to implement near-real-time, location-aware services encompassing security-related functions as well as personalization functions.
  • Anonymization – Poshmark wanted to anonymize events and make the data available for internal users for querying in near-real time.
  • Personalized recommendations – User behavior based on clickstream events can be captured up to the last second before enriching it for personalization and sending it to the model to predict the recommendations.
  • Other use cases – Additional use cases relating to aggregations and machine learning (ML) inference use cases such as authorization to operate, listing spam detection, and avoiding account takeovers (ATOs), among others.

One common pattern identified for these use cases was the need for a central data enrichment pipeline to enrich incoming raw events before event data can be utilized for actual business processing. In the Design Lab, we focused on design for data enrichment pipelines aimed at enriching events with data from static files, dynamic data stores such as databases, APIs, or within the same event stream for the aforementioned streaming use cases. Later in this post, we cover the salient points discussed during the lab around design and architecture.

Batch analytics solution architecture

The following diagram shows the previous architecture at Poshmark. For brevity, only the flow pertaining to the real-time analytics platform is explained.

User interactions on Poshmark web and mobile applications generate server-side events. These events include add to cart, orders, transactions, and more on application servers, and the page view, clicks, and more on tracking servers. Fluentd with an Amazon Kinesis plugin is set up on both the application and tracking servers to send these events to Amazon Kinesis Data Streams. The Fluentd Kinesis plugin aggregates events before sending to Kinesis Data Streams. A single Kinesis data stream is currently set up to capture these events. A random partition key is configured in Fluentd for the events to allow even distribution of events across shards. The event data format is nested JSON. Poshmark maintains the same schema grammar at the first level of JSON for both server-side and client-side server events. The attributes at nested level can differ between server-side and client-side events.

Poshmark receives around 1 billion events per day (100 million per hour during peak hours, 10 million per hour during non-peak hours). The average size of the event record is 1.2 KB.

The data from the Kinesis data stream is consumed by two applications:

  • A Spark streaming application on Amazon EMR is used to write data from the Kinesis data stream to a data lake hosted on Amazon Simple Storage Service (Amazon S3) in a partitioned way. The data from the S3 data lake is used for batch processing and analytics through Amazon EMR and Amazon Redshift.
  • Druid hosted on Amazon Elastic Compute Cloud (Amazon EC2) integrates with the Kinesis data stream for streaming ingestion and allows users to run slice-and-dice OLAP queries. Operational dashboards are hosted on Grafana integrated with Druid.

Desired enhancements to the initial solution

The use cases discussed during the architecture sessions fall into one or more combinations of the following stream processing requirements:

  • Stateless event processing – For example, near-real-time anonymization.
  • External lookup – Looking up a value from external stores. For example, IP address, city, zip, state, or ID.
  • Stateful data processing – Accessing past events or aggregations or ML inferences.

To meet these requirements, the streaming platform is divided into two layers:

  • Central data enrichment – This layer runs enrichments commonly required by downstream streaming applications. This will help avoid replication of the same enrichment logic in each application and enable better operational maintenance. The enrichment should strive for per-record processing in most cases.
  • Specific streaming applications – This layer will house specific streaming applications with respect to use cases and utilize enriched data from the central data enrichment pipeline.

For central data enrichment, we made the following enhancements to the platform:

  • The total latency including ingestion and data enrichment was super critical and should be in the range of double-digit millisecond latency based on the overall latency budget of Poshmark to achieve real-time ML responses to events. The absolute lowest ingestion latency was achieved by Kafka, and the team decided to go with the managed version of Kafka, Amazon MSK.
  • Similarly, low-latency processing of data is also required, and appropriate framework should be considered accordingly.
  • Exactly-once delivery guarantees were required to avoid data duplication resulting in wrong calculations.
  • The enrichment source could be any source such as static files, databases, and APIs and latencies can vary between them. A number of server-side and client-side events are generated when a user interacts with a Poshmark application. As a result, the same information from the enrichment source is required to enrich each event. This frequently accessed information cached in a centralized cache will optimize fetch time.

Design decisions for the new solution

Poshmark made the following design decisions for central data enrichment:

  • Kafka can support double-digit millisecond latency from producer to consumer with appropriate performance tuning. Kafka can provide exactly-once semantics both at producers and consumer applications. AWS provides Kafka as part of its Amazon MSK offering, eliminating the operational overhead of maintaining and running Kafka cluster infrastructure on AWS, thereby allowing you to focus on developing and running Kafka-based applications. Poshmark decided to use Amazon MSK for their streaming ingestion and storage requirements.
  • We also decided to use Flink for streaming data enrichment applications for the following reasons:
    • Flink can provide low-latency processing even at higher throughput with exactly-once guarantees. Spark Structured Streaming on the other hand can provide low latency with low throughput due to microbatch-based processing. Spark Structured Streaming continuous processing is an experimental feature and provides at-least once guarantees.
    • The enrichment requests call to an external store if modeled in a map function (Spark’s map API or Flink’s MapFunction API) will make synchronous calls to the external store. The call will wait for a response from the external store before processing the next event, adding to delays and reducing overall throughput. The asynchronous interaction will allow sending requests and receiving responses concurrently from external stores. This will reduce wait time and improve overall throughput. Flink supports async I/O operators natively, allowing users to use asynchronous request clients with data streams. The API handles the integration with data streams, well as handling order, event time, fault tolerance, and more. Spark Structured Streaming doesn’t provide any such support natively and leaves it to users for custom implementation.
    • Poshmark selected Kinesis Data Analytics for Apache Flink to run the data enrichment application. Kinesis Data Analytics for Apache Flink provides the underlying infrastructure for your Apache Flink applications. It handles core capabilities like provisioning compute resources, parallel computation, automatic scaling, and application backups (implemented as checkpoints and snapshots).
  • An enrichment microservice accompanying Amazon ElastiCache for Redis was set up to abstract access from data enrichment applications. The AsyncFunction in the Flink async I/O operator isn’t multi-threaded and won’t work in a truly asynchronous way if the call is blocked or waiting for a response. The enrichment microservice handles requests and responses asynchronously coming from Flink async I/O operators. The data is also cached in ElastiCache for Redis to improve the latency of the microservice.
  • The Poshmark ML applications are the consumers of this enriched data. The team has built and deployed different ML models over time. These models include a learning to rank algorithm, fraud detection, personalization and recommendations, and online spam filtering. Previously, for deploying each model into production, the Poshmark team had to go through a series of infrastructure setup steps that involved data extraction from real-time sources, building real-time aggregate features from streaming data, storing these features in a low-latency database (Redis) for sub-millisecond inferences, and finally performing inferences via Amazon SageMaker hosted endpoints.
  • We also designed an ML feature storage pipeline that consumes data from the enriched streaming sources (Kinesis or Kafka), generate single-level and aggregated-level features, and ingest these generated features into a feature store repository with a very low latency of less than 80 milliseconds.
  • The ML models are now able to extract the needed features with latency less than 10 milliseconds from the feature repository and perform real-time model inferencing.

Real-time analytics solution architecture

The following diagram illustrates the solution architecture for real-time analytics with Amazon MSK and Kinesis Data Analytics for Apache Flink.

The workflow is as follows:

  1. Users interact on Poshmark’s web or mobile application.
  2. Server-side events are captured on application servers and client-side events are captured on tracking servers. These events are written in the downstream MSK cluster.
  3. The raw events will be ingested into the MSK cluster using the Fluentd plugin to produce data for Kafka.
  4. The enrichment microservice consists of reactive (asynchronous) enrichment lookup APIs fetching data from persistent data stores. ElastiCache for Redis caches frequently accessed data, reducing fetch time for enrichment lookup APIs.
  5. The Flink application running on Kinesis Data Analytics for Apache Flink consumes raw events from Amazon MSK and runs data enrichment on a per-record basis. The Flink data enrichment application uses Flink’s async I/O to read external data from the enrichment lookup store for enriching stream events.
  6. Enriched events are written in the MSK cluster under different enriched events topics.
  7. The existing Spark streaming application consumes from the enriched events topic (or raw events topic) in Amazon MSK and writes the data into an S3 data lake.
  8. Druid streaming ingestion now reads from the enriched events topic or raw events topic in Amazon MSK depending on the requirements.

Enrichment of the captured event data

In this section, we discuss the different steps to enrich the captured event data.

Enrichment processing

Kinesis Data Analytics for Apache Flink provides the underlying infrastructure for the Apache Flink applications. It handles core capabilities like provisioning compute resources, parallel computation, automatic scaling, and application backups (implemented as checkpoints and snapshots). You can use the high-level Flink programming features (such as operators, functions, sources, and sinks) in the same way that you use them when hosting the Flink infrastructure yourself.

Flink on Amazon EMR gives the flexibility to choose your Flink version, installation, configuration, instances, and storage. However, you also have to take care of cluster management and operational requirements such as scaling, application backup, and provisioning.

Enrichment lookup store

The AsyncFunction in the Flink async I/O operator isn’t multi-threaded and won’t work in a truly asynchronous way if the call is blocked or waiting for a response. The enrichment lookup API should handle requests and responses asynchronously coming from Flink async I/O operators. The enrichment lookup API can be hosted on Amazon EC2 or containers such as Amazon Elastic Container Service (Amazon ECS) or Amazon Elastic Kubernetes Service (Amazon EKS).

A number of server-side and client-side events are generated when a user interacts with a Poshmark application. As a result, the same information is required to enrich each event. This frequently accessed information cached in a centralized cache can optimize fetch time. The latency to the centralized cache can be further reduced by hosting the client (enrichment lookup API) and cache server in the same Availability Zone.

Reconciliation in case of pipeline errors

The event enrichment can fail in data enrichment applications for various reasons, such as the external store timing out or missing information in the store. The enriched fields may or may not be critical for downstream streaming applications. You should build your downstream streaming applications considering that these failures can occur and implement a fallback mechanism, for example retrying on-demand enrichment from the application. The failure handling will also be governed by latency tolerance of the application.

The processing of data is based on event time. In some situations, data can arrive late in the platform. Both Flink and Spark allow lateness and watermarks for users to handle late-arriving data by defining thresholds. Late-arriving data beyond the threshold is discarded from processing. It’s possible to get this discarded too-late data in Flink using a side output. There is no such provision in Spark Structured Streaming.

A few streaming applications require their batch counterpart to reconcile data hourly or daily to handle data mismatch or data discrepancy due to late-arriving data or missing data.

Improved customer experience

The new real-time architecture offered the following benefits for an improved customer experience:

  • Anonymization – Poshmark is now able to provide and utilize real-time anonymized data for multiple functions both internally and externally because anonymization happens in real time.
  • Fraud mitigation – Poshmark was previously able to detect and prevent 45% of ATOs with the batch-based solution. With the real-time system, Poshmark is able to prevent 80% of ATOs.
  • Personalization – By providing personalized search results, Poshmark achieved an 8% improvement on clickthrough rates for search. This is a significant increase in the top of the funnel, increasing overall search conversions.

Improvement in these three factors helped end-customers gain confidence in the Poshmark app and website, which in turn enabled customers to increase their interaction with the app and helped accelerate customer engagement and growth.

Conclusion

In this post, we discussed the ingestion of real-time clickstream and log event data into Amazon MSK. We showed how enrichment of the captured data can be performed through Kinesis Data Analytics for Apache Flink. We broke up the enrichment processing into multiple components, such as Kinesis Data Analytics for Apache Flink, the enrichment microservices and the enrichment lookup store, and an enrichment cache. We discussed the downstream applications that used this enriched customer information to perform real-time security checks and offer personalized recommendations to end-users. We also discussed some of the areas that may need attention in case there are failures in the pipeline. Lastly, we showed how Poshmark improved their customer experience and gained market share by implementing this real-time analytics pipeline.


About the authors

Mahesh Pasupuleti is a VP of Data & Machine Learning Engineering at Poshmark. He has helped several startups succeed in different domains, including media streaming, healthcare, the financial sector, and marketplaces. He loves software engineering, building high performance teams, and strategy, and enjoys gardening and playing badminton in his free time.

Gaurav Shah is Director of Data Engineering and ML at Poshmark. He and his team help build data-driven solutions to drive growth at Poshmark.

Raghu Mannam is a Sr. Solutions Architect at AWS in San Francisco. He works closely with late-stage startups, many of which have had recent IPOs. His focus is end-to-end solutioning including security, DevOps automation, resilience, analytics, machine learning, and workload optimization in the cloud.

Deepesh Malviya is Solutions Architect Manager on the AWS Data Lab team. He and his team help customers architect and build data, analytics, and machine learning solutions to accelerate their key initiatives as part of the AWS Data Lab.

Architecting for data residency with AWS Outposts rack and landing zone guardrails

Post Syndicated from Sheila Busser original https://aws.amazon.com/blogs/compute/architecting-for-data-residency-with-aws-outposts-rack-and-landing-zone-guardrails/

This blog post was written by Abeer Naffa’, Sr. Solutions Architect, Solutions Builder AWS, David Filiatrault, Principal Security Consultant, AWS and Jared Thompson, Hybrid Edge SA Specialist, AWS.

In this post, we will explore how organizations can use AWS Control Tower landing zone and AWS Organizations custom guardrails to enable compliance with data residency requirements on AWS Outposts rack. We will discuss how custom guardrails can be leveraged to limit the ability to store, process, and access data and remain isolated in specific geographic locations, how they can be used to enforce security and compliance controls, as well as, which prerequisites organizations should consider before implementing these guardrails.

Data residency is a critical consideration for organizations that collect and store sensitive information, such as Personal Identifiable Information (PII), financial, and healthcare data. With the rise of cloud computing and the global nature of the internet, it can be challenging for organizations to make sure that their data is being stored and processed in compliance with local laws and regulations.

One potential solution for addressing data residency challenges with AWS is to use Outposts rack, which allows organizations to run AWS infrastructure on premises and in their own data centers. This lets organizations store and process data in a location of their choosing. An Outpost is seamlessly connected to an AWS Region where it has access to the full suite of AWS services managed from a single plane of glass, the AWS Management Console or the AWS Command Line Interface (AWS CLI).  Outposts rack can be configured to utilize landing zone to further adhere to data residency requirements.

The landing zones are a set of tools and best practices that help organizations establish a secure and compliant multi-account structure within a cloud provider. A landing zone can also include Organizations to set policies – guardrails – at the root level, known as Service Control Policies (SCPs) across all member accounts. This can be configured to enforce certain data residency requirements.

When leveraging Outposts rack to meet data residency requirements, it is crucial to have control over the in-scope data movement from the Outposts. This can be accomplished by implementing landing zone best practices and the suggested guardrails. The main focus of this blog post is on the custom policies that restrict data snapshots, prohibit data creation within the Region, and limit data transfer to the Region.

Prerequisites

Landing zone best practices and custom guardrails can help when data needs to remain in a specific locality where the Outposts rack is also located.  This can be completed by defining and enforcing policies for data storage and usage within the landing zone organization that you set up. The following prerequisites should be considered before implementing the suggested guardrails:

1. AWS Outposts rack

AWS has installed your Outpost and handed off to you. An Outpost may comprise of one or more racks connected together at the site. This means that you can start using AWS services on the Outpost, and you can manage the Outposts rack using the same tools and interfaces that you use in AWS Regions.

2. Landing Zone Accelerator on AWS

We recommend using Landing Zone Accelerator on AWS (LZA) to deploy a landing zone for your organization. Make sure that the accelerator is configured for the appropriate Region and industry. To do this, you must meet the following prerequisites:

    • A clear understanding of your organization’s compliance requirements, including the specific Region and industry rules in which you operate.
    • Knowledge of the different LZAs available and their capabilities, such as the compliance frameworks with which you align.
    • Have the necessary permissions to deploy the LZAs and configure it for your organization’s specific requirements.

Note that LZAs are designed to help organizations quickly set up a secure, compliant multi-account environment. However, it’s not a one-size-fits-all solution, and you must align it with your organization’s specific requirements.

3. Set up the data residency guardrails

Using Organizations, you must make sure that the Outpost is ordered within a workload account in the landing zone.

Figure 1 Landing Zone Accelerator Outposts workload on AWS high level Architecture

Figure 1: Landing Zone Accelerator – Outposts workload on AWS high level Architecture

Utilizing Outposts rack for regulated components

When local regulations require regulated workloads to stay within a specific boundary, or when an AWS Region or AWS Local Zone isn’t available in your jurisdiction, you can still choose to host your regulated workloads on Outposts rack for a consistent cloud experience. When opting for Outposts rack, note that, as part of the shared responsibility model, customers are responsible for attesting to physical security, access controls, and compliance validation regarding the Outposts, as well as, environmental requirements for the facility, networking, and power. Utilizing Outposts rack requires that you procure and manage the data center within the city, state, province, or country boundary for your applications’ regulated components, as required by local regulations.

Procuring two or more racks in the diverse data centers can help with the high availability for your workloads. This is because it provides redundancy in case of a single rack or server failure. Additionally, having redundant network paths between Outposts rack and the parent Region can help make sure that your application remains connected and continue to operate even if one network path fails.

However, for regulated workloads with strict service level agreements (SLA), you may choose to spread Outposts racks across two or more isolated data centers within regulated boundaries. This helps make sure that your data remains within the designated geographical location and meets local data residency requirements.

In this post, we consider a scenario with one data center, but consider the specific requirements of your workloads and the regulations that apply to determine the most appropriate high availability configurations for your case.

Outposts rack workload data residency guardrails

Organizations provide central governance and management for multiple accounts. Central security administrators use SCPs with Organizations to establish controls to which all AWS Identity and Access Management (IAM) principals (users and roles) adhere.

Now, you can use SCPs to set permission guardrails.  A suggested preventative controls for data residency on Outposts rack that leverage the implementation of SCPs are shown as follows. SCPs enable you to set permission guardrails by defining the maximum available permissions for IAM entities in an account. If an SCP denies an action for an account, then none of the entities in the account can take that action, even if their IAM permissions let them. The guardrails set in SCPs apply to all IAM entities in the account, which include all users, roles, and the account root user.

Upon finalizing these prerequisites, you can create the guardrails for the Outposts Organization Unit (OU).

Note that while the following guidelines serve as helpful guardrails – SCPs – for data residency, you should consult internally with legal and security teams for specific organizational requirements.

 To exercise better control over workloads in the Outposts rack and prevent data transfer from Outposts to the Region or data storage outside the Outposts, consider implementing the following guardrails. Additionally, local regulations may dictate that you set up these additional guardrails.

  1. When your data residency requirements require restricting data transfer/saving to the Region, consider the following guardrails:

a. Deny copying data from Outposts to the Region for Amazon Elastic Compute Cloud (Amazon EC2), Amazon Relational Database Service (Amazon RDS), Amazon ElastiCache and data sync “DenyCopyToRegion”.

b. Deny Amazon Simple Storage Service (Amazon S3) put action to the Region “DenyPutObjectToRegionalBuckets”.

If your data residency requirements mandate restrictions on data storage in the Region,  consider implementing this guardrail to prevent  the use of S3 in the Region.

Note: You can use Amazon S3 for Outposts.

c. If your data residency requirements mandate restrictions on data storage in the Region, consider implementing “DenyDirectTransferToRegion” guardrail.

Out of Scope is metadata such as tags, or operational data such as KMS keys.

{
  "Version": "2012-10-17",
  "Statement": [
      {
      "Sid": "DenyCopyToRegion",
      "Action": [
        "ec2:ModifyImageAttribute",
        "ec2:CopyImage",  
        "ec2:CreateImage",
        "ec2:CreateInstanceExportTask",
        "ec2:ExportImage",
        "ec2:ImportImage",
        "ec2:ImportInstance",
        "ec2:ImportSnapshot",
        "ec2:ImportVolume",
        "rds:CreateDBSnapshot",
        "rds:CreateDBClusterSnapshot",
        "rds:ModifyDBSnapshotAttribute",
        "elasticache:CreateSnapshot",
        "elasticache:CopySnapshot",
        "datasync:Create*",
        "datasync:Update*"
      ],
      "Resource": "*",
      "Effect": "Deny"
    },
    {
      "Sid": "DenyDirectTransferToRegion",
      "Action": [
        "dynamodb:PutItem",
        "dynamodb:CreateTable",
        "ec2:CreateTrafficMirrorTarget",
        "ec2:CreateTrafficMirrorSession",
        "rds:CreateGlobalCluster",
        "es:Create*",
        "elasticfilesystem:C*",
        "elasticfilesystem:Put*",
        "storagegateway:Create*",
        "neptune-db:connect",
        "glue:CreateDevEndpoint",
        "glue:UpdateDevEndpoint",
        "datapipeline:CreatePipeline",
        "datapipeline:PutPipelineDefinition",
        "sagemaker:CreateAutoMLJob",
        "sagemaker:CreateData*",
        "sagemaker:CreateCode*",
        "sagemaker:CreateEndpoint",
        "sagemaker:CreateDomain",
        "sagemaker:CreateEdgePackagingJob",
        "sagemaker:CreateNotebookInstance",
        "sagemaker:CreateProcessingJob",
        "sagemaker:CreateModel*",
        "sagemaker:CreateTra*",
        "sagemaker:Update*",
        "redshift:CreateCluster*",
        "ses:Send*",
        "ses:Create*",
        "sqs:Create*",
        "sqs:Send*",
        "mq:Create*",
        "cloudfront:Create*",
        "cloudfront:Update*",
        "ecr:Put*",
        "ecr:Create*",
        "ecr:Upload*",
        "ram:AcceptResourceShareInvitation"
      ],
      "Resource": "*",
      "Effect": "Deny"
    },
    {
      "Sid": "DenyPutObjectToRegionalBuckets",
      "Action": [
        "s3:PutObject"
      ],
      "Resource": ["arn:aws:s3:::*"],
      "Effect": "Deny"
    }
  ]
}
  1. If your data residency requirements require limitations on data storage in the Region, consider implementing this guardrail “DenySnapshotsToRegion” and “DenySnapshotsNotOutposts” to restrict the use of snapshots in the Region.

a. Deny creating snapshots of your Outpost data in the Region “DenySnapshotsToRegion”

 Make sure to update the Outposts “<outpost_arn_pattern>”.

b. Deny copying or modifying Outposts Snapshots “DenySnapshotsNotOutposts”

Make sure to update the Outposts “<outpost_arn_pattern>”.

Note: “<outpost_arn_pattern>” default is arn:aws:outposts:*:*:outpost/*

{
  "Version": "2012-10-17",
  "Statement": [

    {
      "Sid": "DenySnapshotsToRegion",
      "Effect":"Deny",
      "Action":[
        "ec2:CreateSnapshot",
        "ec2:CreateSnapshots"
      ],
      "Resource":"arn:aws:ec2:*::snapshot/*",
      "Condition":{
         "ArnLike":{
            "ec2:SourceOutpostArn":"<outpost_arn_pattern>"
         },
         "Null":{
            "ec2:OutpostArn":"true"
         }
      }
    },
    {

      "Sid": "DenySnapshotsNotOutposts",          
      "Effect":"Deny",
      "Action":[
        "ec2:CopySnapshot",
        "ec2:ModifySnapshotAttribute"
      ],
      "Resource":"arn:aws:ec2:*::snapshot/*",
      "Condition":{
         "ArnLike":{
            "ec2:OutpostArn":"<outpost_arn_pattern>"
         }
      }
    }

  ]
}
  1. This guardrail helps to prevent the launch of Amazon EC2 instances or creation of network interfaces in non-Outposts subnets. It is advisable to keep data residency workloads within the Outposts rather than the Region to ensure better control over regulated workloads. This approach can help your organization achieve better control over data residency workloads and improve governance over your AWS Organization.

Make sure to update the Outposts subnets “<outpost_subnet_arns>”.

{
"Version": "2012-10-17",
  "Statement":[{
    "Sid": "DenyNotOutpostSubnet",
    "Effect":"Deny",
    "Action": [
      "ec2:RunInstances",
      "ec2:CreateNetworkInterface"
    ],
    "Resource": [
      "arn:aws:ec2:*:*:network-interface/*"
    ],
    "Condition": {
      "ForAllValues:ArnNotEquals": {
        "ec2:Subnet": ["<outpost_subnet_arns>"]
      }
    }
  }]
}

Additional considerations

When implementing data residency guardrails on Outposts rack, consider backup and disaster recovery strategies to make sure that your data is protected in the event of an outage or other unexpected events. This may include creating regular backups of your data, implementing disaster recovery plans and procedures, and using redundancy and failover systems to minimize the impact of any potential disruptions. Additionally, you should make sure that your backup and disaster recovery systems are compliant with any relevant data residency regulations and requirements. You should also test your backup and disaster recovery systems regularly to make sure that they are functioning as intended.

Additionally, the provided SCPs for Outposts rack in the above example do not block the “logs:PutLogEvents”. Therefore, even if you implemented data residency guardrails on Outpost, the application may log data to CloudWatch logs in the Region.

Highlights

By default, application-level logs on Outposts rack are not automatically sent to Amazon CloudWatch Logs in the Region. You can configure CloudWatch logs agent on Outposts rack to collect and send your application-level logs to CloudWatch logs.

logs: PutLogEvents does transmit data to the Region, but it is not blocked by the provided SCPs, as it’s expected that most use cases will still want to be able to use this logging API. However, if blocking is desired, then add the action to the first recommended guardrail. If you want specific roles to be allowed, then combine with the ArnNotLike condition example referenced in the previous highlight.

Conclusion

The combined use of Outposts rack and the suggested guardrails via AWS Organizations policies enables you to exercise better control over the movement of the data. By creating a landing zone for your organization, you can apply SCPs to your Outposts racks that will help make sure that your data remains within a specific geographic location, as required by the data residency regulations.

Note that, while custom guardrails can help you manage data residency on Outposts rack, it’s critical to thoroughly review your policies, procedures, and configurations to make sure that they are compliant with all relevant data residency regulations and requirements. Regularly testing and monitoring your systems can help make sure that your data is protected and your organization stays compliant.

References

Disaster Recovery Solutions with AWS-Managed Services, Part 3: Multi-Site Active/Passive

Post Syndicated from Brent Kim original https://aws.amazon.com/blogs/architecture/disaster-recovery-solutions-with-aws-managed-services-part-3-multi-site-active-passive/

Welcome to the third post of a multi-part series that addresses disaster recovery (DR) strategies with the use of AWS-managed services to align with customer requirements of performance, cost, and compliance. In part two of this series, we introduced a DR concept that utilizes managed services through a backup and restore strategy with multiple Regions. The post also introduces a multi-site active/passive approach.

The multi-site active/passive approach is best for customers who have business-critical workloads with higher availability requirements over other active/passive environments. A warm-standby strategy (as in Figure 1) is more costly than other active/passive strategies, but provides good protection from downtime and data loss outside of an active/active (A/A) environment.

Warm standby

Figure 1. Warm standby

Implementing the multi-site active/passive strategy

By replicating across multiple Availability Zones in same Region, your workloads become resilient to the failure of an entire data center. Using multiple Regions provides the most resilient option to deploy workloads, which safeguards against the risk of failure of multiple data centers.

Let’s explore an application that processes payment transactions and is modernized to utilize managed services in the AWS Cloud, as in Figure 2.

Warm standby with managed services

Figure 2. Warm standby with managed services

Let’s cover each of the components of this application, as well as how managed services behave in a multisite environment.

1. Amazon Route53 – Active/Passive Failover: This configuration consists of primary resources to be available, and secondary resources on standby in the case of failure of the primary environment. You would just need to create the records and specify failover for the routing policy. When responding to queries, Amazon Route 53 includes only the healthy primary resources. If the primary record configured in the Route 53 health check shows as unhealthy, Route 53 responds to DNS queries using the secondary record.

2. Amazon EKS control plane: Amazon Elastic Kubernetes Service (Amazon EKS) control plane nodes run in an account managed by AWS. Each EKS cluster control plane is single-tenant and unique, and runs on its own set of Amazon Elastic Compute Cloud (Amazon EC2) instances. Amazon EKS is also a Regional service, so each cluster is confined to the Region where it is deployed, with each cluster being a standalone entity.

3. Amazon EKS data plane: Operating highly available and resilient applications requires a highly available and resilient data plane. It’s best practice to create worker nodes using Amazon EC2 Auto Scaling groups instead of creating individual Amazon EC2 instances and joining them to the cluster.

Figure 2 shows three nodes in the primary Region while there will only be a single node in the secondary. In case of failover, the data plane scales up to meet the workload requirements. This strategy deploys a functional stack to the secondary Region to test Region readiness before failover. You can use Velero with Portworx to manage snapshots of persistent volumes. These snapshots can be stored in an Amazon Simple Storage Service (Amazon S3) bucket in the primary Region, which is replicated to an Amazon S3 bucket in another Region using Amazon S3 cross-Region replication.

During an outage in the primary Region, Velero restores volumes from the latest snapshots in the standby cluster.

4. Amazon OpenSearch Service: With cross-cluster replication in Amazon OpenSearch Service, you can replicate indexes, mappings, and metadata from one OpenSearch Service domain to another. The domain follows an active-passive replication model where the follower index (where the data is replicated) pulls data from the leader index. Using cross-cluster replication helps to ensure recovery from disaster events and allows you to replicate data across geographically distant data centers to reduce latency.

Cross-cluster replication is available on domains running Elasticsearch 7.10 or OpenSearch 1.1 or later. Full documentation for cross-cluster replication is available in the OpenSearch documentation.

If you are using any versions prior to Elasticsearch 7.10 or OpenSearch 1.1, refer to part two of our blog series for guidance on using APIs for cross-Region replication.

5. Amazon RDS for PostgreSQL: One of the managed service offerings of Amazon Relational Database Service (Amazon RDS) for PostgreSQL is cross-Region read replicas. Cross-Region read replicas enable you to have a DR solution scaling read database workloads, and cross-Region migration.

Amazon RDS for PostgreSQL supports the ability to create read replicas of a source database (DB). Amazon RDS uses an asynchronous replication method of the DB engine to update the read replica whenever there is a change made on the source DB instance. Although read replicas operate as a DB instance that allows only read-only connections, they can be used to implement a DR solution for your production DB environment. If the source DB instance fails, you can promote your Read Replica to a standalone source server.

Using a cross-Region read replica helps ensure that you get back up and running if you experience a Regional availability issue. For more information on PostgreSQL cross-Region read replicas, visit the Best Practices for Amazon RDS for PostgreSQL Cross-Region Read Replicas blog post.

6. Amazon ElastiCache: AWS provides a native solution called Global Datastore that enables cross-Region replication. By using the Global Datastore for Redis feature, you can work with fully managed, fast, reliable, and secure replication across AWS Regions. This feature helps create cross-Region read replica clusters for ElastiCache for Redis to enable low-latency reads and DR across AWS Regions. Each global datastore is a collection of one or more clusters that replicate to one another. When you create a global datastore in Amazon ElastiCache, ElastiCache for Redis automatically replicates your data from the primary cluster to the secondary cluster. ElastiCache then sets up and manages automatic, asynchronous replication of data between the two clusters.

7. Amazon Redshift: With Amazon Redshift, there are only two ways of deploying a true DR approach: backup and restore, and an (A/A) solution. We’ll use the A/A solution as this provides a better recovery time objective (RTO) for the overall approach. The recovery point objective (RPO) is dependent upon the configured schedule of AWS Lambda functions. The application within the primary Region sends data to both Amazon Simple Notification Service (Amazon SNS) and Amazon S3, and the data is distributed to the Redshift clusters in both Regions through Lambda functions.

Amazon EKS uploads data to an Amazon S3 bucket and publishes a message to an Amazon SNS topic with a reference to the stored S3 object. S3 acts as an intermediate data store for messages beyond the maximum output limit of Amazon SNS. Amazon SNS is configured with primary and secondary Region Amazon Simple Queue Service (Amazon SQS) endpoint subscriptions. Amazon SNS supports the cross-Region delivery of notifications to Amazon SQS queues. Lambda functions deployed in the primary and secondary Region are used to poll the Amazon SQS queue in respective Regions to read the message. The Lambda functions then use the Amazon SQS Extended Client Library for Java to retrieve the Amazon S3 object referenced in the message. Once the Amazon S3 object is retrieved, the Lambda functions upload the data into Amazon Redshift.

For more on how to coordinate large messages across accounts and Regions with Amazon SNS and Amazon SQS, explore the Coordinating Large Messages Across Accounts and Regions with Amazon SNS and SQS blog post.

Conclusion

This active/passive approach covers how you can build a creative DR solution using a mix of native and non-native cross-Region replication methods. By using managed services, this strategy becomes simpler through automation of service updates, deployment using Infrastructure as a Code (IaaC), and general management of the two environments.

Related information

Want to learn more? Explore the following resources within this series and beyond!

Establishing a data perimeter on AWS: Allow only trusted resources from my organization

Post Syndicated from Laura Reith original https://aws.amazon.com/blogs/security/establishing-a-data-perimeter-on-aws-allow-only-trusted-resources-from-my-organization/

Companies that store and process data on Amazon Web Services (AWS) want to prevent transfers of that data to or from locations outside of their company’s control. This is to support security strategies, such as data loss prevention, or to comply with the terms and conditions set forth by various regulatory and privacy agreements. On AWS, a resource perimeter is a set of AWS Identity and Access Management (IAM) features and capabilities that you can use to build your defense-in-depth protection against unintended data transfers. In this third blog post of the Establishing a data perimeter on AWS series, we review the benefits and implementation considerations when you define your resource perimeter.

The resource perimeter is one of the three perimeters in the data perimeter framework on AWS and has the following two control objectives:

  • My identities can access only trusted resources – This helps to ensure that IAM principals that belong to your AWS Organizations organization can access only the resources that you trust.
  • Only trusted resources can be accessed from my network – This helps to ensure that only resources that you trust can be accessed through expected networks, regardless of the principal that is making the API call.

Trusted resources are the AWS resources, such as Amazon Simple Storage Service (Amazon S3) buckets and objects or Amazon Simple Notification Service (Amazon SNS) topics, that are owned by your organization and in which you store and process your data. Additionally, there are resources outside your organization that your identities or AWS services acting on your behalf might need to access. You will need to consider these access patterns when you define your resource perimeter.

Security risks addressed by the resource perimeter

The resource perimeter helps address three main security risks.

Unintended data disclosure through use of corporate credentials — Your developers might have a personal AWS account that is not part of your organization. In that account, they could configure a resource with a resource-based policy that allows their corporate credentials to interact with the resource. For example, they could write an S3 bucket policy that allows them to upload objects by using their corporate credentials. This could allow the intentional or unintentional transfer of data from your corporate environment — your on-premises network or virtual private cloud (VPC) — to their personal account. While you advance through your least privilege journey, you should make sure that access to untrusted resources is prohibited, regardless of the permissions granted by identity-based policies that are attached to your IAM principals. Figure 1 illustrates an unintended access pattern where your employee uses an identity from your organization to move data from your on-premises or AWS environment to an S3 bucket in a non-corporate AWS account.

Figure 1: Unintended data transfer to an S3 bucket outside of your organization by your identities

Figure 1: Unintended data transfer to an S3 bucket outside of your organization by your identities

Unintended data disclosure through non-corporate credentials usage — There is a risk that developers could introduce personal IAM credentials to your corporate network and attempt to move company data to personal AWS resources. We discussed this security risk in a previous blog post: Establishing a data perimeter on AWS: Allow only trusted identities to access company data. In that post, we described how to use the aws:PrincipalOrgID condition key to prevent the use of non-corporate credentials to move data into an untrusted location. In the current post, we will show you how to implement resource perimeter controls as a defense-in-depth approach to mitigate this risk.

Unintended data infiltration — There are situations where your developers might start the solution development process using commercial datasets, tooling, or software and decide to copy them from repositories, such as those hosted on public S3 buckets. This could introduce malicious components into your corporate environment, your on-premises network, or VPCs. Establishing the resource perimeter to only allow access to trusted resources from your network can help mitigate this risk. Figure 2 illustrates the access pattern where an employee with corporate credentials downloads assets from an S3 bucket outside of your organization.

Figure 2: Unintended data infiltration

Figure 2: Unintended data infiltration

Implement the resource perimeter

To achieve the resource perimeter control objectives, you can implement guardrails in your AWS environment by using the following AWS policy types:

  • Service control policies (SCPs) – Organization policies that are used to centrally manage and set the maximum available permissions for your IAM principals. SCPs help you ensure that your accounts stay within your organization’s access control guidelines. In the context of the resource perimeter, you will use SCPs to help prevent access to untrusted resources from AWS principals that belong to your organization.
  • VPC endpoint policy – An IAM resource-based policy that is attached to a VPC endpoint to control which principals, actions, and resources can be accessed through a VPC endpoint. In the context of the resource perimeter, VPC endpoint policies are used to validate that the resource the principal is trying to access belongs to your organization.

The condition key used to constrain access to resources in your organization is aws:ResourceOrgID. You can set this key in an SCP or VPC endpoint policy. The following table summarizes the relationship between the control objectives and the AWS capabilities used to implement the resource perimeter.

Control objective Implemented by using Primary IAM capability
My identities can access only trusted resources SCPs aws:ResourceOrgID
Only trusted resources can be accessed from my network VPC endpoint policies aws:ResourceOrgID

In the next section, you will learn how to use the IAM capabilities listed in the preceding table to implement each control objective of the resource perimeter.

My identities can access only trusted resources

The following is an example of an SCP that limits all actions to only the resources that belong to your organization. Replace <MY-ORG-ID> with your information.

{
  "Version": "2012-10-17",
  "Statement": [
    {
      "Sid": "EnforceResourcePerimeter",
      "Effect": "Deny",
      "Action": "*",
      "Resource": "*",
      "Condition": {
        "StringNotEqualsIfExists": {
          "aws:ResourceOrgID": "<MY-ORG-ID>"
        }
      }
    }
  ]
}

In this policy, notice the use of the negated condition key StringNotEqualsIfExists. This means that this condition will evaluate to true and the policy will deny API calls if the organization identifier of the resource that is being accessed differs from the one specified in the policy. It also means that this policy will deny API calls if the resource being accessed belongs to a standalone account, which isn’t part of an organization. The negated condition operators in the Deny statement mean that the condition still evaluates to true if the key is not present in the request; however, as a best practice, I added IfExists to the end of the StringNotEquals operator to clearly express the intent in the policy.

Note that for a permission to be allowed for a specific account, a statement that allows access must exist at every level of the hierarchy of your organization.

Only trusted resources can be accessed from my network

You can achieve this objective by combining the SCP we just reviewed with the use of aws:PrincipalOrgID in your VPC endpoint policies, as shown in the Establishing a data perimeter on AWS: Allow only trusted identities to access company data blog post. However, as a defense in depth, you can also apply resource perimeter controls on your networks by using aws:ResourceOrgID in your VPC endpoint policies.

The following is an example of a VPC endpoint policy that allows access to all actions but limits access to only trusted resources and identities that belong to your organization. Replace <MY-ORG-ID> with your information.

{
	"Version": "2012-10-17",
	"Statement": [
		{
			"Sid": "AllowRequestsByOrgsIdentitiesToOrgsResources",
			"Effect": "Allow",
			"Principal": {
				"AWS": "*"
			},
			"Action": "*",
			"Resource": "*",
			"Condition": {
				"StringEquals": {
					"aws:PrincipalOrgID": "<MY-ORG-ID>",
					"aws:ResourceOrgID": "<MY-ORG-ID>"
				}
			}
		}
	]
}

The preceding VPC endpoint policy uses the StringEquals condition operator. To invoke the Allow effect, the principal making the API call and the resource they are trying to access both need to belong to your organization. Compared to the SCP example that we reviewed earlier, your intent for this policy is different — you want to make sure that the Allow condition evaluates to true only if the specified key exists in the request. Additionally, VPC endpoint policies apply to principals, as long as their request flows through the VPC endpoint.

In VPC endpoint policies, you do not grant permissions; rather, you define the maximum allowed access through the network. Therefore, this policy uses an Allow effect.

Extend your resource perimeter

The previous two policies help you ensure that your identities and networks can only be used to access AWS resources that belong to your organization. However, your company might require that you extend your resource perimeter to also include AWS owned resources — resources that do not belong to your organization and that are accessed by your principals or by AWS services acting on your behalf. For example, if you use the AWS Service Catalog in your environment, the service creates and uses Amazon S3 buckets that are owned by the service to store products. To allow your developers to successfully provision AWS Service Catalog products, your resource perimeter needs to account for this access pattern. The following statement shows how to account for the service catalog access pattern. Replace <MY-ORG-ID> with your information.

{
  "Version": "2012-10-17",
  "Statement": [
    {
      "Sid": "EnforceResourcePerimeter",
      "Effect": "Deny",
      "NotAction": [
        "s3:GetObject",
        "s3:PutObject",
        "s3:PutObjectAcl"
      ],
      "Resource": "*",
      "Condition": {
        "StringNotEqualsIfExists": {
          "aws:ResourceOrgID": "<MY-ORG-ID>"
        }
      }
    },
    {
      "Sid": "ExtendResourcePerimeter",
      "Effect": "Deny",
      "Action": [
        "s3:GetObject",
        "s3:PutObject",
        "s3:PutObjectAcl"
      ],
      "Resource": [
        "*"
      ],
      "Condition": {
        "StringNotEqualsIfExists": {
          "aws:ResourceOrgID": "<MY-ORG-ID>"
        },
        "ForAllValues:StringNotEquals": {
          "aws:CalledVia": [
            "servicecatalog.amazonaws.com"
          ]
        }
      }
    }
  ]
}

Note that the EnforceResourcePerimeter statement in the SCP was modified to exclude s3:GetObject, s3:PutObject, and s3:PutObjectAcl actions from its effect (NotAction element). This is because these actions are performed by the Service Catalog to access service-owned S3 buckets. These actions are then restricted in the ExtendResourcePerimeter statement, which includes two negated condition keys. The second statement denies the previously mentioned S3 actions unless the resource that is being accessed belongs to your organization (StringNotEqualsIfExists with aws:ResourceOrgID), or the actions are performed by Service Catalog on your behalf (ForAllValues:StringNotEquals with aws:CalledVia). The aws:CalledVia condition key compares the services specified in the policy with the services that made requests on behalf of the IAM principal by using that principal’s credentials. In the case of the Service Catalog, the credentials of a principal who launches a product are used to access S3 buckets that are owned by the Service Catalog.

It is important to highlight that we are purposely not using the aws:ViaAWSService condition key in the preceding policy. This is because when you extend your resource perimeter, we recommend that you restrict access to only calls to buckets that are accessed by the service you are using.

You might also need to extend your resource perimeter to include the third-party resources of your partners. For example, you could be working with business partners that require your principals to upload or download data to or from S3 buckets that belong to their account. In this case, you can use the aws:ResourceAccount condition key in your resource perimeter policy to specify resources that belong to the trusted third-party account.

The following is an example of an SCP that accounts for access to the Service Catalog and third-party partner resources. Replace <MY-ORG-ID> and <THIRD-PARTY-ACCOUNT> with your information.

{
  "Version": "2012-10-17",
  "Statement": [
    {
      "Sid": "EnforceResourcePerimeter",
      "Effect": "Deny",
      "NotAction": [
        "s3:GetObject",
        "s3:PutObject",
        "s3:PutObjectAcl"
      ],
      "Resource": "*",
      "Condition": {
        "StringNotEqualsIfExists": {
          "aws:ResourceOrgID": "<MY-ORG-ID>"
        }
      }
    },
    {
      "Sid": "ExtendResourcePerimeter",
      "Effect": "Deny",
      "Action": [
        "s3:GetObject",
        "s3:PutObject",
        "s3:PutObjectAcl"
      ],
      "Resource": [
        "*"
      ],
      "Condition": {
        "StringNotEqualsIfExists": {
          "aws:ResourceOrgID": "<MY-ORG-ID>",
          "aws:ResourceAccount": "<THIRD-PARTY-ACCOUNT>"
        },
        "ForAllValues:StringNotEquals": {
          "aws:CalledVia": [
            "servicecatalog.amazonaws.com"
          ]
        }
      }
    }
  ]
}

To account for access to trusted third-party account resources, the condition StringNotEqualsIfExists in the ExtendResourcePerimeter statement now also contains the condition key aws:ResourceAccount. Now, the second statement denies the previously mentioned S3 actions unless the resource that is being accessed belongs to your organization (StringNotEqualsIfExists with aws:ResourceOrgID), to a trusted third-party account (StringNotEqualsIfExists with aws:ResourceAccount), or the actions are performed by Service Catalog on your behalf (ForAllValues:StringNotEquals with aws:CalledVia).

The next policy example demonstrates how to extend your resource perimeter to permit access to resources that are owned by your trusted third parties through the networks that you control. This is required if applications running in your VPC or on-premises need to be able to access a dataset that is created and maintained in your business partner AWS account. Similar to the SCP example, you can use the aws:ResourceAccount condition key in your VPC endpoint policy to account for this access pattern. Replace <MY-ORG-ID>, <THIRD-PARTY-ACCOUNT>, and <THIRD-PARTY-RESOURCE-ARN> with your information.

{
  "Version": "2012-10-17",
  "Statement": [
    {
      "Sid": "AllowRequestsByOrgsIdentitiesToOrgsResources",
      "Effect": "Allow",
      "Principal": {
        "AWS": "*"
      },
      "Action": "*",
      "Resource": "*",
      "Condition": {
        "StringEquals": {
          "aws:PrincipalOrgID": "<MY-ORG-ID>",
          "aws:ResourceOrgID": "<MY-ORG-ID>"
        }
      }
    },
    {
      "Sid": "AllowRequestsByOrgsIdentitiesToThirdPartyResources",
      "Effect": "Allow",
      "Principal": {
        "AWS": "*"
      },
      "Action": [
        "s3:GetObject",
        "s3:PutObject",
        "s3:PutObjectAcl"
      ],
      "Resource": [
        "<THIRD-PARTY-RESOURCE-ARN>"
      ],
      "Condition": {
        "StringEquals": {
          "aws:PrincipalOrgID": "<MY-ORG-ID>",
          "aws:ResourceAccount": [
            "<THIRD-PARTY-ACCOUNT>"
          ]
        }
      }
    }
  ]
}

The second statement, AllowRequestsByOrgsIdentitiesToThirdPartyResources, in the updated VPC endpoint policy allows s3:GetObject, s3:PutObject, and s3:PutObjectAcl actions on trusted third-party resources (StringEquals with aws:ResourceAccount) by principals that belong to your organization (StringEquals with aws:PrincipalOrgID).

Note that you do not need to modify your VPC endpoint policy to support the previously discussed Service Catalog operations. This is because calls to Amazon S3 made by Service Catalog on your behalf originate from the Service Catalog service network and do not traverse your VPC endpoint. However, you should consider access patterns that are similar to the Service Catalog example when defining your trusted resources. To learn about services with similar access patterns, see the IAM policy samples section later in this post.

Deploy the resource perimeter at scale

For recommendations on deploying a data perimeter at scale, see the Establishing a data perimeter on AWS: Allow only trusted identities to access company data blog post. The section titled Deploying the identity perimeter at scale provides the details on how to achieve this for your organization.

IAM policy samples

Our GitHub repository contains policy examples that illustrate how to implement perimeter controls for a variety of AWS services. The policy examples in the repository are for reference only. You will need to tailor them to suit the specific needs of your AWS environment.

Conclusion

In this blog post, you learned about the resource perimeter, the control objectives achieved by the perimeter, and how to write SCPs and VPC endpoint policies that help achieve these objectives for your organization. You also learned how to extend your perimeter to include AWS service-owned resources and your third-party partner-owned resources.

For additional learning opportunities, see the Data perimeters on AWS page. This information resource provides additional materials such as a data perimeter workshop, blog posts, whitepapers, and webinar sessions.

If you have questions, comments, or concerns, contact AWS Support or browse AWS re:Post. If you have feedback about this post, submit comments in the Comments section below.

Want more AWS Security news? Follow us on Twitter.

Author

Laura Reith

Laura is an Identity Solutions Architect at Amazon Web Services. Before AWS, she worked as a Solutions Architect in Taiwan focusing on physical security and retail analytics.

Tatyana Yatskevich

Tatyana Yatskevich

Tatyana is a Principal Solutions Architect in AWS Identity. She works with customers to help them build and operate in AWS in the most secure and efficient manner.

Improve productivity by using keyboard shortcuts in Amazon Athena query editor

Post Syndicated from Naresh Gautam original https://aws.amazon.com/blogs/big-data/improve-productivity-by-using-keyboard-shortcuts-in-amazon-athena-query-editor/

Amazon Athena is a serverless, interactive analytics service built on open-source frameworks, supporting open-table and file formats. Athena provides a simplified, flexible way to analyze petabytes of data where it lives. You can analyze data or build applications from an Amazon Simple Storage Service (Amazon S3) data lake and over 25 data sources, including on-premises data sources or other cloud systems using SQL or Python. Athena is built on open-source Trino and Presto engines and Apache Spark frameworks, with no provisioning or configuration effort required.

Different types of users rely on Athena, including business analysts, data scientists, security, and operations engineers. Athena provides a query editor to enter and run queries on data using structured query language (SQL). The query editor provides features like run, cancel, and save queries or statements. Additionally, it provides keyboard shortcuts for user-friendly operation.

This post discusses the keyboard shortcuts available and how you can use them.

Accessing the Athena console

If you’re new to Athena and don’t know how to access the Athena console and run queries and statements, refer to the following getting started tutorial. This tutorial walks you through using Athena to query data. You’ll create a table based on sample data stored in Amazon S3, query the table, and check the results of the query.

Keyboard shortcuts

The query editor provides keyboard shortcuts for different action types like running a query, formatting a query, line operations, selection, multi-cursor, go to, find/replace, and folding. Compared to reaching for the mouse or navigating a menu, a single keyboard shortcut saves a moment of your time.

With keyboard shortcuts, you can use key combinations to edit your SQL statement without using a mouse. For example, you can use multiple cursors in your editing window for selecting all instances of text you wish to edit, and edit your text, fold or unfold selected text, find and replace text, and perform line operations like remove line, move lines, and more.

You can also find these keyboard shortcuts on the query editor on the bottom right corner, as highlighted in the following screenshot.

The following table shows the keyboards shortcuts for Window/Linux and Mac.

Action Type Action Windows/Linux Mac
Other Execute query Ctrl-Enter Cmd-Enter, Ctrl-Enter
Other Format query Ctrl-Alt-L Opt-Cmd-L
Other Previous query Ctrl-Up Ctrl-Shift-Up
Other Next query Ctrl-Down Ctrl-Shift-Down
Other Close tab Alt-X Opt-X
Other Previous tab Ctrl-, Ctrl-,
Other Next tab Ctrl-. Ctrl-.
Other Indent Tab Tab
Other Outdent Shift-Tab Shift-Tab
Other Save Ctrl-S Cmd-S
Other Undo Ctrl-Z Cmd-Z
Other Redo Ctrl-Shift-Z, Ctrl-Y Cmd-Shift-Z, Cmd-Y
Other Toggle comment Ctrl-/ Cmd-/
Other Transpose letters Ctrl-T Ctrl-T
Other Change to lower case Ctrl-Shift-U Ctrl-Shift-U
Other Change to upper case Ctrl-U Ctrl-U
Other Overwrite Insert Insert
Other Delete Delete –
Line Operations Remove line Ctrl-D Cmd-D
Line Operations Copy lines down Alt-Shift-Down Cmd-Opt-Down
Line Operations Copy lines up Alt-Shift-Up Cmd-Opt-Up
Line Operations Move lines down Alt-Down Opt-Down
Line Operations Move lines up Alt-Up Opt-Up
Line Operations Remove to line end Alt-Delete Ctrl-K
Line Operations Remove to line start Alt-Backspace Cmd-Backspace
Line Operations Remove word left Ctrl-Backspace Opt-Backspace, Ctrl-Opt-Backspace
Line Operations Remove word right Ctrl-Delete Opt-Delete
Line Operations Split line – Ctrl-O
Selection Select all Ctrl-A Cmd-A
Selection Select left Shift-Left Shift-Left
Selection Select right Shift-Right Shift-Right
Selection Select word left Ctrl-Shift-Left Opt-Shift-Left
Selection Select word right Ctrl-Shift-Right Opt-Shift-Right
Selection Select line start Shift-Home Shift-Home
Selection Select line end Shift-End Shift-End
Selection Select to line end Alt-Shift-Right Cmd-Shift-Right
Selection Select to line start Alt-Shift-Left Cmd-Shift-Left
Selection Select up Shift-Up Shift-Up
Selection Select down Shift-Down Shift-Down
Selection Select page up Shift-PageUp Shift-PageUp
Selection Select page down Shift-PageDown Shift-PageDown
Selection Select to start Ctrl-Shift-Home Cmd-Shift-Up
Selection Select to end Ctrl-Shift-End Cmd-Shift-Down
Selection Duplicate selection Ctrl-Shift-D Cmd-Shift-D
Selection Select to matching bracket Ctrl-Shift-P –
Multicursor Add multi-cursor above Ctrl-Alt-Up Ctrl-Opt-Up
Multicursor Add multi-cursor below Ctrl-Alt-Down Ctrl-Opt-Down
Multicursor Add next occurrence to multi-selection Ctrl-Alt-Right Ctrl-Opt-Right
Multicursor Add previous occurrence to multi-selection Ctrl-Alt-Left Ctrl-Opt-Left
Multicursor Move multi-cursor from current line to the line above Ctrl-Alt-Shift-Up Ctrl-Opt-Shift-Up
Multicursor Move multi-cursor from current line to the line below Ctrl-Alt-Shift-Down Ctrl-Opt-Shift-Down
Multicursor Remove current occurrence from multi-selection and move to next Ctrl-Alt-Shift-Right Ctrl-Opt-Shift-Right
Multicursor Remove current occurrence from multi-selection and move to previous Ctrl-Alt-Shift-Left Ctrl-Opt-Shift-Left
Multicursor Select all from multi-selection Ctrl-Shift-L Ctrl-Shift-L
Go to Go to left Left Left, Ctrl-B
Go to Go to right Right Right, Ctrl-F
Go to Go to word left Ctrl-Left Opt-Left
Go to Go to word right Ctrl-Right Opt-Right
Go to Go line up Up Up, Ctrl-P
Go to Go line down Down Down, Ctrl-N
Go to Go to line start Alt-Left, Home Cmd-Left, Home, Ctrl-A
Go to Go to line end Alt-Right, End Cmd-Right, End, Ctrl-E
Go to Go to page up PageUp Opt-PageUp
Go to Go to page down PageDown Opt-PageDown, Ctrl-V
Go to Go to start Ctrl-Home Cmd-Home, Cmd-Up
Go to Go to end Ctrl-End Cmd-End, Cmd-Down
Go to Scroll line down Ctrl-Down Cmd-Down
Go to Scroll line up Ctrl-Up –
Go to Go to matching bracket Ctrl-P –
Go to Scroll page down – Opt-PageDown
Go to Scroll page up – Opt-PageUp
Find/Replace Find Ctrl-F Cmd-F
Find/Replace Replace Ctrl-H Cmd-Opt-F
Find/Replace Find next Ctrl-K Cmd-G
Find/Replace Find previous Ctrl-Shift-K Cmd-Shift-G
Folding Fold selection Alt-L, Ctrl-F1 Cmd-Opt-L, Cmd-F1
Folding Unfold Alt-Shift-L, Ctrl-Shift-F1 Cmd-Opt-Shift-L, Cmd-Shift-F1
Folding Unfold all Alt-Shift-0 Cmd-Opt-Shift-0
Other Autocomplete Ctrl-Space Ctrl-Space
Other Focus out Esc Esc

For illustration, you can perform the Format query action by using the keyboard shortcut (Ctrl-Alt-L for Windows/Linux, Opt-Cmd-L for Mac). It converts unformatted SQL to a well-formatted SQL, as shown in the following screenshots.

Similarly, you can try out the Toggle comment command (Ctrl-/ for Windows/Linux, Cmd-/ for Mac) to comment or uncomment lines of SQL in the Athena query editor. This comes in very handy when you want to quickly comment out specific lines in your query, as shown in the following screenshots.

You can do line operations like Remove line, Copy lines down, Copy lines up, and more. The following screenshots show an example of the Remove line action (Ctrl-D for Windows/Linux, Cmd-D for Mac).

You can do a line selection like Select all, Select left, Select line start, and more. The following screenshots show an example the Select all action (Ctrl-A for Windows/Linux, Cmd-A for Mac).

You can do multi-cursor actions like Add multi-cursor above, Add multi-cursor below, Add next occurrence to multi-selection, Add previous occurrence to multi-selection, Move multi-cursor from current line to the line above, and more. The following example is of the Add multi-cursor above action (Ctrl-Alt-Up for Windows/Linux, Ctrl-Opt-Up for Mac).

You can do go to actions like Go to left, Go to right, Go to word left, and more. The following is an example of the Go to left action (Ctrl-B).

You can do find and replace actions like Find, Replace, Find next, and more. The following is an example of the Replace action (Ctrl-H for Windows/Linux, Cmd-Opt-F for Mac).

You can also do folding actions like Fold selection, Unfold, and Unfold all. The following example is of the Unfold action (Alt-Shift-L or Ctrl-Shift-F1 for Windows/Linux, Cmd-Opt-Shift-L or Cmd-Shift-F1 for Mac).

Conclusion

In this post, we saw how Athena provides an array of native options to help you improve productivity when analyzing your data. You can go to the Athena console and start running SQL statements or querying data using the built-in query editor. The query editor provides key shortcuts to improve your productivity by using key combinations to edit SQL statements, instead of using a mouse.

If you have any questions or suggestions, please leave a comment.


About the Authors

Naresh Gautam is a Data Analytics and AI/ML leader at AWS with 20 years of experience, who enjoys helping customers architect highly available, high-performance, and cost-effective data analytics and AI/ML solutions to empower customers with data-driven decision-making. In his free time, he enjoys meditation and cooking.

Srikanth Sopirala is a Principal Analytics Specialist Solutions Architect at AWS. He is a seasoned leader with over 20 years of experience, who is passionate about helping customers build scalable data and analytics solutions to gain timely insights and make critical business decisions. In his spare time, he enjoys reading, spending time with his family, and road biking.

Harsh Vardhan is an AWS Solutions Architect, specializing in analytics. He has over 5 years of experience working in the field of big data and data science. He is passionate about helping customers adopt best practices and discover insights from their data.

Boosting Resiliency with an ML-based Telemetry Analytics Architecture

Post Syndicated from Shibu Nair original https://aws.amazon.com/blogs/architecture/boosting-resiliency-with-an-ml-based-telemetry-analytics-architecture/

Data proliferation has become a norm and as organizations become more data driven, automating data pipelines that enable data ingestion, curation, and processing is vital. Since many organizations have thousands of time-bound, automated, complex pipelines, monitoring their telemetry information is critical. Keeping track of telemetry data helps businesses monitor and recover their pipelines faster which results in better customer experiences.

In our blog post, we explain how you can collect telemetry from your data pipeline jobs and use machine learning (ML) to build a lower- and upper-bound threshold to help operators identify anomalies in near-real time.

The applications of anomaly detection on telemetry data from job pipelines are wide-ranging, including these and more:

  • Detecting abnormal runtimes
  • Detecting jobs running slower than expected
  • Proactive monitoring
  • Notifications

Key tenets of telemetry analytics

There are five key tenets of telemetry analytics, as in Figure 1.

Key tenets of telemetry analytics

Figure 1. Key tenets of telemetry analytics

The key tenets for near real-time telemetry analytics for data pipelines are:

  1. Collecting the metrics
  2. Aggregating the metrics
  3. Identify anomaly
  4. Notify and resolve issues
  5. Persist for compliance reasons, historical trend analysis, and to visualize

This blog post describes how customers can easily implement these steps by using AWS native no-code, low-code (AWS LCNC) solutions.

ML-based telemetry analytics solution architecture

The architecture defined here helps customers incrementally enable features with AWS LCNC solutions by leveraging AWS managed services to avoid the overhead of infrastructure provisioning. Most of the steps are configurations of the features provided by AWS services. This enables customers to make their applications resilient by tracking and resolving anomalies in near real time, as in Figure 2.

ML-based telemetry analytics solution architecture

Figure 2. ML-based telemetry analytics solution architecture

Let’s explore each of the architecture steps in detail.

1. Indicative AWS data analytics services: Choose from a broad range of AWS analytics services, including data movement, data storage, data lakes, big data analytics, log analytics, and streaming analytics to business intelligence, ML, and beyond. This diagram shows a subset of these data analytics services. You may use one or a combination of many, depending on your use case.

2. Amazon CloudWatch metrics for telemetry analytics: Collecting and visualizing real-time logs, metrics, and event data is a key step in any process. CloudWatch helps you accomplish these tasks without any infrastructure provisioning. Almost every AWS data analytics service is integrated with CloudWatch to enable automatic capturing of the detailed metrics needed for telemetry analytics.

3. Near real-time use case examples: Step three presents practical, near real-time use cases that represent a range of real-world applications, one or more of which may apply to your own business needs.

Use case 1: Anomaly detection

CloudWatch provides the functionality to apply anomaly detection for a metric. The key business use case of this feature is to apply statistical and ML algorithms on a per-metrics basis of business critical applications to proactively identify issues and raise alarms.

The focus is on a single set of metrics that will be important for the application’s functioning—for example, AWS Lambda metrics of a 24/7 credit card company’s fraud monitoring application.

Use case 2: Unified metrics using Amazon Managed Grafana

For proper insights into telemetry data, it is important to unify metrics and collaboratively identify and troubleshoot issues in analytical systems. Amazon Managed Grafana helps to visualize, query, and corelate metrics from CloudWatch in near real-time.

For example, Amazon Managed Grafana can be used to monitor container metrics for Amazon EMR running on Amazon Elastic Kubernetes Service (Amazon EKS), which supports processing high-volume data from business critical Internet of Things (IoT) applications like connected factories, offsite refineries, wind farms, and more.

Use case 3: Combined business and metrics data using Amazon OpenSearch Service

Amazon OpenSearch Service provides the capability to perform near real-time, ML-based interactive log analytics, application monitoring, and search by combining business and telemetry data.

As an example, customers can combine AWS CloudTrail logs for AWS logins, Amazon Athena, and Amazon RedShift query access times with employee reference data to detect insider threats.

This log analytics use case architecture integrates into OpenSearch, as in Figure 3.

Log analytics use case architecture overview with OpenSearch

Figure 3. Log analytics use case architecture overview with OpenSearch

Use case 4: ML-based advanced analytics

Using Amazon Simple Storage Service (Amazon S3) as data storage, data lake customers can tap into AWS analytics services such as the AWS Glue Catalog, AWS Glue DataBrew, and Athena for preparing and transforming data, as well as build trend analysis using ML models in Amazon SageMaker. This mechanism helps with performing ML-based advanced analytics to identify and resolve recurring issues.

4. Anomaly resolution: When an alert is generated either by CloudWatch alarm, OpenSearch, or Amazon Managed Grafana, you have the option to act on the alert in near-real time. Amazon Simple Notification Service (Amazon SNS) and Lambda can help build workflows. Lambda also helps integrate with ServiceNow ticket creation, Slack channel notifications, or other ticketing systems.

Simple data pipeline example

Let’s explore another practical example using an architecture that demonstrates how AWS Step Functions orchestrates Lambda, AWS Glue jobs, and crawlers.

To report an anomaly on AWS Glue jobs based on total number of records processed, you can leverage the glue.driver.aggregate.recordsRead CloudWatch metric and set up a CloudWatch alarm based on anomaly detection, Amazon SNS topic for notifications, and Lambda for resolution, as in Figure 4.

AWS Step Functions orchestrating Lamba, AWS Glue jobs, and crawlers

Figure 4. AWS Step Functions orchestrating Lamba, AWS Glue jobs, and crawlers

Here are the steps involved in the architecture proposed:

  • CloudWatch automatically captures the metric glue.driver.aggregate.recordsRead from AWS Glue jobs.
  • Customers set a CloudWatch alarm based on the anomaly detection of glue.driver.aggregate.recordsRead metric and set a notification to Amazon SNS topic.
  • CloudWatch applies a ML algorithm to the metric’s past data and creates a model of metric’s expected values.
  • When the number of records increases significantly, the metric from the CloudWatch anomaly detection model notifies the Amazon SNS topic.
  • Customers can notify an email group and trigger a Lambda function to resolve the issue, or create tickets in their operational monitoring system.
  • Customers can also unify all the AWS Glue metrics using Amazon Managed Grafana. Using Amazon S3, data lake customers can crawl and catalog the data in the AWS Glue catalog and make it available for ad-hoc querying. Amazon SageMaker can be used for custom model training and inferencing.

Conclusion

In this blog post, we covered a recommended architecture to enable near-real time telemetry analytics for data pipelines, anomaly detection, notification, and resolution. This provides resiliency to the customer applications by proactively identifying and resolving issues.

Use Apache Iceberg in a data lake to support incremental data processing

Post Syndicated from Flora Wu original https://aws.amazon.com/blogs/big-data/use-apache-iceberg-in-a-data-lake-to-support-incremental-data-processing/

Apache Iceberg is an open table format for very large analytic datasets, which captures metadata information on the state of datasets as they evolve and change over time. It adds tables to compute engines including Spark, Trino, PrestoDB, Flink, and Hive using a high-performance table format that works just like a SQL table. Iceberg has become very popular for its support for ACID transactions in data lakes and features like schema and partition evolution, time travel, and rollback.

Apache Iceberg integration is supported by AWS analytics services including Amazon EMR, Amazon Athena, and AWS Glue. Amazon EMR can provision clusters with Spark, Hive, Trino, and Flink that can run Iceberg. Starting with Amazon EMR version 6.5.0, you can use Iceberg with your EMR cluster without requiring a bootstrap action. In early 2022, AWS announced general availability of Athena ACID transactions, powered by Apache Iceberg. The recently released Athena query engine version 3 provides better integration with the Iceberg table format. AWS Glue 3.0 and later supports the Apache Iceberg framework for data lakes.

In this post, we discuss what customers want in modern data lakes and how Apache Iceberg helps address customer needs. Then we walk through a solution to build a high-performance and evolving Iceberg data lake on Amazon Simple Storage Service (Amazon S3) and process incremental data by running insert, update, and delete SQL statements. Finally, we show you how to performance tune the process to improve read and write performance.

How Apache Iceberg addresses what customers want in modern data lakes

More and more customers are building data lakes, with structured and unstructured data, to support many users, applications, and analytics tools. There is an increased need for data lakes to support database like features such as ACID transactions, record-level updates and deletes, time travel, and rollback. Apache Iceberg is designed to support these features on cost-effective petabyte-scale data lakes on Amazon S3.

Apache Iceberg addresses customer needs by capturing rich metadata information about the dataset at the time the individual data files are created. There are three layers in the architecture of an Iceberg table: the Iceberg catalog, the metadata layer, and the data layer, as depicted in the following figure (source).

The Iceberg catalog stores the metadata pointer to the current table metadata file. When a select query is reading an Iceberg table, the query engine first goes to the Iceberg catalog, then retrieves the location of the current metadata file. Whenever there is an update to the Iceberg table, a new snapshot of the table is created, and the metadata pointer points to the current table metadata file.

The following is an example Iceberg catalog with AWS Glue implementation. You can see the database name, the location (S3 path) of the Iceberg table, and the metadata location.

The metadata layer has three types of files: the metadata file, manifest list, and manifest file in a hierarchy. At the top of the hierarchy is the metadata file, which stores information about the table’s schema, partition information, and snapshots. The snapshot points to the manifest list. The manifest list has the information about each manifest file that makes up the snapshot, such as location of the manifest file, the partitions it belongs to, and the lower and upper bounds for partition columns for the data files it tracks. The manifest file tracks data files as well as additional details about each file, such as the file format. All three files work in a hierarchy to track the snapshots, schema, partitioning, properties, and data files in an Iceberg table.

The data layer has the individual data files of the Iceberg table. Iceberg supports a wide range of file formats including Parquet, ORC, and Avro. Because the Iceberg table tracks the individual data files instead of only pointing to the partition location with data files, it isolates the writing operations from reading operations. You can write the data files at any time, but only commit the change explicitly, which creates a new version of the snapshot and metadata files.

Solution overview

In this post, we walk you through a solution to build a high-performing Apache Iceberg data lake on Amazon S3; process incremental data with insert, update, and delete SQL statements; and tune the Iceberg table to improve read and write performance. The following diagram illustrates the solution architecture.

To demonstrate this solution, we use the Amazon Customer Reviews dataset in an S3 bucket (s3://amazon-reviews-pds/parquet/). In real use case, it would be raw data stored in your S3 bucket. We can check the data size with the following code in the AWS Command Line Interface (AWS CLI):

//Run this AWS CLI command to check the data size
aws s3 ls --summarize --human-readable --recursive s3://amazon-reviews-pds/parquet

The total object count is 430, and total size is 47.4 GiB.

To set up and test this solution, we complete the following high-level steps:

  1. Set up an S3 bucket in the curated zone to store converted data in Iceberg table format.
  2. Launch an EMR cluster with appropriate configurations for Apache Iceberg.
  3. Create a notebook in EMR Studio.
  4. Configure the Spark session for Apache Iceberg.
  5. Convert data to Iceberg table format and move data to the curated zone.
  6. Run insert, update, and delete queries in Athena to process incremental data.
  7. Carry out performance tuning.

Prerequisites

To follow along with this walkthrough, you must have an AWS account with an AWS Identity and Access Management (IAM) role that has sufficient access to provision the required resources.

Set up the S3 bucket for Iceberg data in the curated zone in your data lake

Choose the Region in which you want to create the S3 bucket and provide a unique name:

s3://iceberg-curated-blog-data

Launch an EMR cluster to run Iceberg jobs using Spark

You can create an EMR cluster from the AWS Management Console, Amazon EMR CLI, or AWS Cloud Development Kit (AWS CDK). For this post, we walk you through how to create an EMR cluster from the console.

  1. On the Amazon EMR console, choose Create cluster.
  2. Choose Advanced options.
  3. For Software Configuration, choose the latest Amazon EMR release. As of January 2023, the latest release is 6.9.0. Iceberg requires release 6.5.0 and above.
  4. Select JupyterEnterpriseGateway and Spark as the software to install.
  5. For Edit software settings, select Enter configuration and enter [{"classification":"iceberg-defaults","properties":{"iceberg.enabled":true}}].
  6. Leave other settings at their default and choose Next.
  7. For Hardware, use the default setting.
  8. Choose Next.
  9. For Cluster name, enter a name. We use iceberg-blog-cluster.
  10. Leave the remaining settings unchanged and choose Next.
  11. Choose Create cluster.

Create a notebook in EMR Studio

We now walk you through how to create a notebook in EMR Studio from the console.

  1. On the IAM console, create an EMR Studio service role.
  2. On the Amazon EMR console, choose EMR Studio.
  3. Choose Get started.

The Get started page appears in a new tab.

  1. Choose Create Studio in the new tab.
  2. Enter a name. We use iceberg-studio.
  3. Choose the same VPC and subnet as those for the EMR cluster, and the default security group.
  4. Choose AWS Identity and Access Management (IAM) for authentication, and choose the EMR Studio service role you just created.
  5. Choose an S3 path for Workspaces backup.
  6. Choose Create Studio.
  7. After the Studio is created, choose the Studio access URL.
  8. On the EMR Studio dashboard, choose Create workspace.
  9. Enter a name for your Workspace. We use iceberg-workspace.
  10. Expand Advanced configuration and choose Attach Workspace to an EMR cluster.
  11. Choose the EMR cluster you created earlier.
  12. Choose Create Workspace.
  13. Choose the Workspace name to open a new tab.

In the navigation pane, there is a notebook that has the same name as the Workspace. In our case, it is iceberg-workspace.

  1. Open the notebook.
  2. When prompted to choose a kernel, choose Spark.

Configure a Spark session for Apache Iceberg

Use the following code, providing your own S3 bucket name:

%%configure -f
{
"conf": {
"spark.sql.catalog.demo": "org.apache.iceberg.spark.SparkCatalog",
"spark.sql.catalog.demo.catalog-impl": "org.apache.iceberg.aws.glue.GlueCatalog",
"spark.sql.catalog.demo.warehouse": "s3://iceberg-curated-blog-data",
"spark.sql.extensions":"org.apache.iceberg.spark.extensions.IcebergSparkSessionExtensions",
"spark.sql.catalog.demo.io-impl":"org.apache.iceberg.aws.s3.S3FileIO"
}
}

This sets the following Spark session configurations:

  • spark.sql.catalog.demo – Registers a Spark catalog named demo, which uses the Iceberg Spark catalog plugin.
  • spark.sql.catalog.demo.catalog-impl – The demo Spark catalog uses AWS Glue as the physical catalog to store Iceberg database and table information.
  • spark.sql.catalog.demo.warehouse – The demo Spark catalog stores all Iceberg metadata and data files under the root path defined by this property: s3://iceberg-curated-blog-data.
  • spark.sql.extensions – Adds support to Iceberg Spark SQL extensions, which allows you to run Iceberg Spark procedures and some Iceberg-only SQL commands (you use this in a later step).
  • spark.sql.catalog.demo.io-impl – Iceberg allows users to write data to Amazon S3 through S3FileIO. The AWS Glue Data Catalog by default uses this FileIO, and other catalogs can load this FileIO using the io-impl catalog property.

Convert data to Iceberg table format

You can use either Spark on Amazon EMR or Athena to load the Iceberg table. In the EMR Studio Workspace notebook Spark session, run the following commands to load the data:

// create a database in AWS Glue named reviews if not exist
spark.sql("CREATE DATABASE IF NOT EXISTS demo.reviews")

// load reviews - this load all the parquet files
val reviews_all_location = "s3://amazon-reviews-pds/parquet/"
val reviews_all = spark.read.parquet(reviews_all_location)

// write reviews data to an Iceberg v2 table
reviews_all.writeTo("demo.reviews.all_reviews").tableProperty("format-version", "2").createOrReplace()

After you run the code, you should find two prefixes created in your data warehouse S3 path (s3://iceberg-curated-blog-data/reviews.db/all_reviews): data and metadata.

Process incremental data using insert, update, and delete SQL statements in Athena

Athena is a serverless query engine that you can use to perform read, write, update, and optimization tasks against Iceberg tables. To demonstrate how the Apache Iceberg data lake format supports incremental data ingestion, we run insert, update, and delete SQL statements on the data lake.

Navigate to the Athena console and choose Query editor. If this is your first time using the Athena query editor, you need to configure the query result location to be the S3 bucket you created earlier. You should be able to see that the table reviews.all_reviews is available for querying. Run the following query to verify that you have loaded the Iceberg table successfully:

select * from reviews.all_reviews limit 5;

Process incremental data by running insert, update, and delete SQL statements:

//Example update statement
update reviews.all_reviews set star_rating=5 where product_category = 'Watches' and star_rating=4

//Example delete statement
delete from reviews.all_reviews where product_category = 'Watches' and star_rating=1

Performance tuning

In this section, we walk through different ways to improve Apache Iceberg read and write performance.

Configure Apache Iceberg table properties

Apache Iceberg is a table format, and it supports table properties to configure table behavior such as read, write, and catalog. You can improve the read and write performance on Iceberg tables by adjusting the table properties.

For example, if you notice that you write too many small files for an Iceberg table, you can config the write file size to write fewer but bigger size files, to help improve query performance.

Property Default Description
write.target-file-size-bytes 536870912 (512 MB) Controls the size of files generated to target about this many bytes

Use the following code to alter the table format:

//Example code to alter table format in EMR Studio Workspace notebook
spark.sql("ALTER TABLE demo.reviews.all_reviews 
SET TBLPROPERTIES ('write_target_data_file_size_bytes'='536870912')")

Partitioning and sorting

To make a query run fast, the less data read the better. Iceberg takes advantage of the rich metadata it captures at write time and facilitates techniques such as scan planning, partitioning, pruning, and column-level stats such as min/max values to skip data files that don’t have match records. We walk you through how query scan planning and partitioning work in Iceberg and how we use them to improve query performance.

Query scan planning

For a given query, the first step in a query engine is scan planning, which is the process to find the files in a table needed for a query. Planning in an Iceberg table is very efficient, because Iceberg’s rich metadata can be used to prune metadata files that aren’t needed, in addition to filtering data files that don’t contain matching data. In our tests, we observed Athena scanned 50% or less data for a given query on an Iceberg table compared to original data before conversion to Iceberg format.

There are two types of filtering:

  • Metadata filtering – Iceberg uses two levels of metadata to track the files in a snapshot: the manifest list and manifest files. It first uses the manifest list, which acts as an index of the manifest files. During planning, Iceberg filters manifests using the partition value range in the manifest list without reading all the manifest files. Then it uses selected manifest files to get data files.
  • Data filtering – After selecting the list of manifest files, Iceberg uses the partition data and column-level stats for each data file stored in manifest files to filter data files. During planning, query predicates are converted to predicates on the partition data and applied first to filter data files. Then, the column stats like column-level value counts, null counts, lower bounds, and upper bounds are used to filter out data files that can’t match the query predicate. By using upper and lower bounds to filter data files at planning time, Iceberg greatly improves query performance.

Partitioning and sorting

Partitioning is a way to group records with the same key column values together in writing. The benefit of partitioning is faster queries that access only part of the data, as explained earlier in query scan planning: data filtering. Iceberg makes partitioning simple by supporting hidden partitioning, in the way that Iceberg produces partition values by taking a column value and optionally transforming it.

In our use case, we first run the following query on the Iceberg table not partitioned. Then we partition the Iceberg table by the category of the reviews, which will be used in the query WHERE condition to filter out records. With partitioning, the query could scan much less data. See the following code:

//Example code in EMR Studio Workspace notebook to create an Iceberg table all_reviews_partitioned partitioned by product_category
reviews_all.writeTo("demo.reviews.all_reviews_partitioned").tableProperty("format-version", "2").partitionedBy($"product_category").createOrReplace()

Run the following select statement on the non-partitioned all_reviews table vs. the partitioned table to see the performance difference:

//Run this query on all_reviews table and the partitioned table for performance testing
select marketplace,customer_id, review_id,product_id,product_title,star_rating from reviews.all_reviews where product_category = 'Watches' and review_date between date('2005-01-01') and date('2005-03-31')

//Run the same select query on partitioned dataset
select marketplace,customer_id, review_id,product_id,product_title,star_rating from reviews.all_reviews_partitioned where product_category = 'Watches' and review_date between date('2005-01-01') and date('2005-03-31')

The following table shows the performance improvement of data partitioning, with about 50% performance improvement and 70% less data scanned.

Dataset Name Non-Partitioned Dataset Partitioned Dataset
Runtime (seconds) 8.20 4.25
Data Scanned (MB) 131.55 33.79

Note that the runtime is the average runtime with multiple runs in our test.

We saw good performance improvement after partitioning. However, this can be further improved by using column-level stats from Iceberg manifest files. In order to use the column-level stats effectively, you want to further sort your records based on the query patterns. Sorting the whole dataset using the columns that are often used in queries will reorder the data in such a way that each data file ends up with a unique range of values for the specific columns. If these columns are used in the query condition, it allows query engines to further skip data files, thereby enabling even faster queries.

Copy-on-write vs. read-on-merge

When implementing update and delete on Iceberg tables in the data lake, there are two approaches defined by the Iceberg table properties:

  • Copy-on-write – With this approach, when there are changes to the Iceberg table, either updates or deletes, the data files associated with the impacted records will be duplicated and updated. The records will be either updated or deleted from the duplicated data files. A new snapshot of the Iceberg table will be created and pointing to the newer version of data files. This makes the overall writes slower. There might be situations that concurrent writes are needed with conflicts so retry has to happen, which increases the write time even more. On the other hand, when reading the data, there is no extra process needed. The query will retrieve data from the latest version of data files.
  • Merge-on-read – With this approach, when there are updates or deletes on the Iceberg table, the existing data files will not be rewritten; instead new delete files will be created to track the changes. For deletes, a new delete file will be created with the deleted records. When reading the Iceberg table, the delete file will be applied to the retrieved data to filter out the delete records. For updates, a new delete file will be created to mark the updated records as deleted. Then a new file will be created for those records but with updated values. When reading the Iceberg table, both the delete and new files will be applied to the retrieved data to reflect the latest changes and produce the correct results. So, for any subsequent queries, an extra step to merge the data files with the delete and new files will happen, which will usually increase the query time. On the other hand, the writes might be faster because there is no need to rewrite the existing data files.

To test the impact of the two approaches, you can run the following code to set the Iceberg table properties:

//Run code to alter Iceberg table property to set copy-on-write and merge-on-read in EMR Studio Workspace notebook
spark.sql(“ALTER TABLE demo.reviews.all_reviews 
SET TBLPROPERTIES (‘write.delete.mode’=’copy-on-write’,’write.update.mode’=’copy-on-write’)”)

Run the update, delete, and select SQL statements in Athena to show the runtime difference for copy-on-write vs. merge-on-read:

//Example update statement
update reviews.all_reviews set star_rating=5 where product_category = ‘Watches’ and star_rating=4

//Example delete statement
delete from reviews.all_reviews where product_category = ‘Watches’ and star_rating=1

//Example select statement
select marketplace,customer_id, review_id,product_id,product_title,star_rating from reviews.all_reviews where product_category = ‘Watches’ and review_date between date(‘2005-01-01’) and date(‘2005-03-31’)

The following table summarizes the query runtimes.

Query Copy-on-Write Merge-on-Read
UPDATE DELETE SELECT UPDATE DELETE SELECT
Runtime (seconds) 66.251 116.174 97.75 10.788 54.941 113.44
Data scanned (MB) 494.06 3.07 137.16 494.06 3.07 137.16

Note that the runtime is the average runtime with multiple runs in our test.

As our test results show, there are always trade-offs in the two approaches. Which approach to use depends on your use cases. In summary, the considerations come down to latency on the read vs. write. You can reference the following table and make the right choice.

. Copy-on-Write Merge-on-Read
Pros Faster reads Faster writes
Cons Expensive writes Higher latency on reads
When to use Good for frequent reads, infrequent updates and deletes or large batch updates Good for tables with frequent updates and deletes

Data compaction

If your data file size is small, you might end up with thousands or millions of files in an Iceberg table. This dramatically increases the I/O operation and slows down the queries. Furthermore, Iceberg tracks each data file in a dataset. More data files lead to more metadata. This in turn increases the overhead and I/O operation on reading metadata files. In order to improve the query performance, it’s recommended to compact small data files to larger data files.

When updating and deleting records in Iceberg table, if the read-on-merge approach is used, you might end up with many small deletes or new data files. Running compaction will combine all these files and create a newer version of the data file. This eliminates the need to reconcile them during reads. It’s recommended to have regular compaction jobs to impact reads as little as possible while still maintaining faster write speed.

Run the following data compaction command, then run the select query from Athena:

//Data compaction 
optimize reviews.all_reviews REWRITE DATA USING BIN_PACK

//Run this query before and after data compaction
select marketplace,customer_id, review_id,product_id,product_title,star_rating from reviews.all_reviews where product_category = 'Watches' and review_date between date('2005-01-01') and date('2005-03-31')

The following table compares the runtime before vs. after data compaction. You can see about 40% performance improvement.

Query Before Data Compaction After Data Compaction
Runtime (seconds) 97.75 32.676 seconds
Data scanned (MB) 137.16 M 189.19 M

Note that the select queries ran on the all_reviews table after update and delete operations, before and after data compaction. The runtime is the average runtime with multiple runs in our test.

Clean up

After you follow the solution walkthrough to perform the use cases, complete the following steps to clean up your resources and avoid further costs:

  1. Drop the AWS Glue tables and database from Athena or run the following code in your notebook:
// DROP the table 
spark.sql("DROP TABLE demo.reviews.all_reviews") 
spark.sql("DROP TABLE demo.reviews.all_reviews_partitioned") 

// DROP the database 
spark.sql("DROP DATABASE demo.reviews")
  1. On the EMR Studio console, choose Workspaces in the navigation pane.
  2. Select the Workspace you created and choose Delete.
  3. On the EMR console, navigate to the Studios page.
  4. Select the Studio you created and choose Delete.
  5. On the EMR console, choose Clusters in the navigation pane.
  6. Select the cluster and choose Terminate.
  7. Delete the S3 bucket and any other resources that you created as part of the prerequisites for this post.

Conclusion

In this post, we introduced the Apache Iceberg framework and how it helps resolve some of the challenges we have in a modern data lake. Then we walked you though a solution to process incremental data in a data lake using Apache Iceberg. Finally, we had a deep dive into performance tuning to improve read and write performance for our use cases.

We hope this post provides some useful information for you to decide whether you want to adopt Apache Iceberg in your data lake solution.


About the Authors

Flora Wu is a Sr. Resident Architect at AWS Data Lab. She helps enterprise customers create data analytics strategies and build solutions to accelerate their businesses outcomes. In her spare time, she enjoys playing tennis, dancing salsa, and traveling.

Daniel Li is a Sr. Solutions Architect at Amazon Web Services. He focuses on helping customers develop, adopt, and implement cloud services and strategy. When not working, he likes spending time outdoors with his family.

Three ways to boost your email security and brand reputation with AWS

Post Syndicated from Michael Davie original https://aws.amazon.com/blogs/security/three-ways-to-boost-your-email-security-and-brand-reputation-with-aws/

If you own a domain that you use for email, you want to maintain the reputation and goodwill of your domain’s brand. Several industry-standard mechanisms can help prevent your domain from being used as part of a phishing attack. In this post, we’ll show you how to deploy three of these mechanisms, which visually authenticate emails sent from your domain to users and verify that emails are encrypted in transit. It can take as little as 15 minutes to deploy these mechanisms on Amazon Web Services (AWS), and the result can help to provide immediate and long-term improvements to your organization’s email security.

Phishing through email remains one of the most common ways that bad actors try to compromise computer systems. Incidents of phishing and related crimes far outnumber the incidents of other categories of internet crime, according to the most recent FBI Internet Crime Report. Phishing has consistently led to large annual financial losses in the US and globally.

Overview of BIMI, MTA-STS, and TLS reporting

An earlier post has covered how you can use Amazon Simple Email Service (Amazon SES) to send emails that align with best practices, including the IETF internet standards: Sender Policy Framework (SPF), DomainKeys Identified Mail (DKIM), and Domain-based Message Authentication, Reporting, and Conformance (DMARC). This post will show you how to build on this foundation and configure your domains to align with additional email security standards, including the following:

  • Brand Indicators for Message Identification (BIMI) – This standard allows you to associate a logo with your email domain, which some email clients will display to users in their inbox. Visit the BIMI Group’s Where is my BIMI Logo Displayed? webpage to see how logos are displayed in the user interfaces of BIMI-supporting mailbox providers; Figure 1 shows a mock-up of a typical layout that contains a logo.
  • Mail Transfer Agent Strict Transport Security (MTA-STS) – This standard helps ensure that email servers always use TLS encryption and certificate-based authentication when they send messages to your domain, to protect the confidentiality and integrity of email in transit.
  • SMTP TLS reporting – This reporting allows you to receive reports and monitor your domain’s TLS security posture, identify problems, and learn about attacks that might be occurring.
Figure 1: A mock-up of how BIMI enables branded logos to be displayed in email user interfaces

Figure 1: A mock-up of how BIMI enables branded logos to be displayed in email user interfaces

These three standards require your Domain Name System (DNS) to publish specific records, for example by using Amazon Route 53, that point to web pages that have additional information. You can host this information without having to maintain a web server by storing it in Amazon Simple Storage Service (Amazon S3) and delivering it through Amazon CloudFront, secured with a certificate provisioned from AWS Certificate Manager (ACM).

Note: This AWS solution works for DKIM, BIMI, and DMARC, regardless of what you use to serve the actual email for your domains, which services you use to send email, and where you host DNS. For purposes of clarity, this post assumes that you are using Route 53 for DNS. If you use a different DNS hosting provider, you will manually configure DNS records in your existing hosting provider.

Solution architecture

The architecture for this solution is depicted in Figure 2.

Figure 2: The architecture diagram showing how the solution components interact

Figure 2: The architecture diagram showing how the solution components interact

The interaction points are as follows:

  1. The web content is stored in an S3 bucket, and CloudFront has access to this bucket through an origin access identity, a mechanism of AWS Identity and Access Management (IAM).
  2. As described in more detail in the BIMI section of this blog post, the Verified Mark Certificate is obtained from a BIMI-qualified certificate authority and stored in the S3 bucket.
  3. When an external email system receives a message claiming to be from your domain, it looks up BIMI records for your domain in DNS. As depicted in the diagram, a DNS request is sent to Route 53.
  4. To retrieve the BIMI logo image and Verified Mark Certificate, the external email system will make HTTPS requests to a URL published in the BIMI DNS record. In this solution, the URL points to the CloudFront distribution, which has a TLS certificate provisioned with ACM.

A few important warnings

Email is a complex system of interoperating technologies. It is also brittle: a typo or a missing DNS record can make the difference between whether an email is delivered or not. Pay close attention to your email server and the users of your email systems when implementing the solution in this blog post. The main indicator that something is wrong is the absence of email. Instead of seeing an error in your email server’s log, users will tell you that they’re expecting to receive an email from somewhere and it’s not arriving. Or they will tell you that they sent an email, and their recipient can’t find it.

The DNS uses a lot of caching and time-out values to improve its efficiency. That makes DNS records slow and a little unpredictable as they propagate across the internet. So keep in mind that as you monitor your systems, it can be hours or even more than a day before the DNS record changes have an effect that you can detect.

This solution uses AWS Cloud Development Kit (CDK) custom resources, which are supported by AWS Lambda functions that will be created as part of the deployment. These functions are configured to use CDK-selected runtimes, which will eventually pass out of support and require you to update them.

Prerequisites

You will need permission in an AWS account to create and configure the following resources:

  • An Amazon S3 bucket to store the files and access logs
  • A CloudFront distribution to publicly deliver the files from the S3 bucket
  • A TLS certificate in ACM
  • An origin access identity in IAM that CloudFront will use to access files in Amazon S3
  • Lambda functions, IAM roles, and IAM policies created by CDK custom resources

You might also want to enable these optional services:

  • Amazon Route 53 for setting the necessary DNS records. If your domain is hosted by another DNS provider, you will set these DNS records manually.
  • Amazon SES or an Amazon WorkMail organization with a single mailbox. You can configure either service with a subdomain (for example, [email protected]) such that the existing domain is not disrupted, or you can create new email addresses by using your existing email mailbox provider.

BIMI has some additional requirements:

  • BIMI requires an email domain to have implemented a strong DMARC policy so that recipients can be confident in the authenticity of the branded logos. Your email domain must have a DMARC policy of p=quarantine or p=reject. Additionally, the domain’s policy cannot have sp=none or pct<100.

    Note: Do not adjust the DMARC policy of your domain without careful testing, because this can disrupt mail delivery.

  • You must have your brand’s logo in Scaled Vector Graphics (SVG) format that conforms to the BIMI standard. For more information, see Creating BIMI SVG Logo Files on the BIMI Group website.
  • Purchase a Verified Mark Certificate (VMC) issued by a third-party certificate authority. This certificate attests that the logo, organization, and domain are associated with each other, based on a legal trademark registration. Many email hosting providers require this additional certificate before they will show your branded logo to their users. Others do not currently support BIMI, and others might have alternative mechanisms to determine whether to show your logo. For more information about purchasing a Verified Mark Certificate, see the BIMI Group website.

    Note: If you are not ready to purchase a VMC, you can deploy this solution and validate that BIMI is correctly configured for your domain, but your branded logo will not display to recipients at major email providers.

What gets deployed in this solution?

This solution deploys the DNS records and supporting files that are required to implement BIMI, MTA-STS, and SMTP TLS reporting for an email domain. We’ll look at the deployment in more detail in the following sections.

BIMI

BIMI is described by the Internet Engineering Task Force (IETF) as follows:

Brand Indicators for Message Identification (BIMI) permits Domain Owners to coordinate with Mail User Agents (MUAs) to display brand-specific Indicators next to properly authenticated messages. There are two aspects of BIMI coordination: a scalable mechanism for Domain Owners to publish their desired Indicators, and a mechanism for Mail Transfer Agents (MTAs) to verify the authenticity of the Indicator. This document specifies how Domain Owners communicate their desired Indicators through the BIMI Assertion Record in DNS and how that record is to be interpreted by MTAs and MUAs. MUAs and mail-receiving organizations are free to define their own policies for making use of BIMI data and for Indicator display as they see fit.

If your organization has a trademark-protected logo, you can set up BIMI to have that logo displayed to recipients in their email inboxes. This can have a positive impact on your brand and indicates to end users that your email is more trustworthy. The BIMI Group shows examples of how brand logos are displayed in user inboxes, as well as a list of known email service providers that support the display of BIMI logos.

As a domain owner, you can implement BIMI by publishing the relevant DNS records and hosting the relevant files. To have your logo displayed by most email hosting providers, you will need to purchase a Verified Mark Certificate from a BIMI-qualified certificate authority.

This solution will deploy a valid BIMI record in Route 53 (or tell you what to publish in the DNS if you’re not using Route 53) and will store your provided SVG logo and Verified Mark Certificate files in Amazon S3, to be delivered through CloudFront with a valid TLS certificate from ACM.

To support BIMI, the solution makes the following changes to your resources:

  1. A DNS record of type TXT is published at the following host:
    default._bimi.<your-domain>. The value of this record is: v=BIMI1; l=<url-of-your-logo> a=<url-of-verified-mark-certificate>. The value of <your-domain> refers to the domain that is used in the From header of messages that your organization sends.
  2. The logo and optional Verified Mark Certificate are hosted publicly at the HTTPS locations defined by <url-of-your-logo> and <url-of-verified-mark-certificate>, respectively.

MTA-STS

MTA-STS is described by the IETF in RFC 8461 as follows:

SMTP (Simple Mail Transport Protocol) MTA Strict Transport Security (MTA-STS) is a mechanism enabling mail service providers to declare their ability to receive Transport Layer Security (TLS) secure SMTP connections and to specify whether sending SMTP servers should refuse to deliver to MX hosts that do not offer TLS with a trusted server certificate.

Put simply, MTA-STS helps ensure that email servers always use encryption and certificate-based authentication when sending email to your domains, so that message integrity and confidentiality are preserved while in transit across the internet. MTA-STS also helps to ensure that messages are only sent to authorized servers.

This solution will deploy a valid MTA-STS policy record in Route 53 (or tell you what value to publish in the DNS if you’re not using Route 53) and will create an MTA-STS policy document to be hosted on S3 and delivered through CloudFront with a valid TLS certificate from ACM.

To support MTA-STS, the solution makes the following changes to your resources:

  1. A DNS record of type TXT is published at the following host: _mta-sts.<your-domain>. The value of this record is: v=STSv1; id=<unique value used for cache invalidation>.
  2. The MTA-STS policy document is hosted at and obtained from the following location: https://mta-sts.<your-domain>/.well-known/mta-sts.txt.
  3. The value of <your-domain> in both cases is the domain that is used for routing inbound mail to your organization and is typically the same domain that is used in the From header of messages that your organization sends externally. Depending on the complexity of your organization, you might receive inbound mail for multiple domains, and you might choose to publish MTA-STS policies for each domain.

Is it ever bad to encrypt everything?

In the example MTA-STS policy file provided in the GitHub repository and explained later in this post, the MTA-STS policy mode is set to testing. This means that your email server is advertising its willingness to negotiate encrypted email connections, but it does not require TLS. Servers that want to send mail to you are allowed to connect and deliver mail even if there are problems in the TLS connection, as long as you’re in testing mode. You should expect reports when servers try to connect through TLS to your mail server and fail to do so.

Be fully prepared before you change the MTA-STS policy to enforce. After this policy is set to enforce, servers that follow the MTA-STS policy and that experience an enforceable TLS-related error when they try to connect to your mail server will not deliver mail to your mail server. This is a difficult situation to detect. You will simply stop receiving email from servers that comply with the policy. You might receive reports from them indicating what errors they encountered, but it is not guaranteed. Be sure that the email address you provide in SMTP TLS reporting (in the following section) is functional and monitored by people who can take action to fix issues. If you miss TLS failure reports, you probably won’t receive email. If the TLS certificate that you use on your email server expires, and your MTA-STS policy is set to enforce, this will become an urgent issue and will disrupt the flow of email until it is fixed.

SMTP TLS reporting

SMTP TLS reporting is described by the IETF in RFC 8460 as follows:

A number of protocols exist for establishing encrypted channels between SMTP Mail Transfer Agents (MTAs), including STARTTLS, DNS-Based Authentication of Named Entities (DANE) TLSA, and MTA Strict Transport Security (MTA-STS). These protocols can fail due to misconfiguration or active attack, leading to undelivered messages or delivery over unencrypted or unauthenticated channels. This document describes a reporting mechanism and format by which sending systems can share statistics and specific information about potential failures with recipient domains. Recipient domains can then use this information to both detect potential attacks and diagnose unintentional misconfigurations.

As you gain the security benefits of MTA-STS, SMTP TLS reporting will allow you to receive reports from other internet email providers. These reports contain information that is valuable when monitoring your TLS security posture, identifying problems, and learning about attacks that might be occurring.

This solution will deploy a valid SMTP TLS reporting record on Route 53 (or provide you with the value to publish in the DNS if you are not using Route 53).

To support SMTP TLS reporting, the solution makes the following changes to your resources:

  1. A DNS record of type TXT is published at the following host: _smtp._tls.<your-domain>. The value of this record is: v=TLSRPTv1; rua=mailto:<report-receiver-email-address>
  2. The value of <report-receiver-email-address> might be an address in your domain or in a third-party provider. Automated systems that process these reports must be capable of processing GZIP compressed files and parsing JSON.

Deploy the solution with the AWS CDK

In this section, you’ll learn how to deploy the solution to create the previously described AWS resources in your account.

  1. Clone the following GitHub repository:

    git clone https://github.com/aws-samples/serverless-mail
    cd serverless-mail/email-security-records

  2. Edit CONFIG.py to reflect your desired settings, as follows:
    1. If no Verified Mark Certificate is provided, set VMC_FILENAME = None.
    2. If your DNS zone is not hosted on Route 53, or if you do not want this app to manage Route 53 DNS records, set ROUTE_53_HOSTED = False. In this case, you will need to set TLS_CERTIFICATE_ARN to the Amazon Resource Name (ARN) of a certificate hosted on ACM in us-east-1. This certificate is used by CloudFront and must support two subdomains: mta-sts and your configured BIMI_ASSET_SUBDOMAIN.
  3. Finalize the preparation, as follows:
    1. Place your BIMI logo and Verified Mark Certificate files in the assets folder.
    2. Create an MTA-STS policy file at assets/.well-known/mta-sts.txt to reflect your mail exchange (MX) servers and policy requirements. An example file is provided at assets/.well-known/mta-sts.txt.example
  4. Deploy the solution, as follows:
    1. Open a terminal in the email-security-records folder.
    2. (Recommended) Create and activate a virtual environment by running the following commands.
      python3 -m venv .venv
      source .venv/bin/activate
    3. Install the Python requirements in your environment with the following command.
      pip install -r requirements.txt
    4. Assume a role in the target account that has the permissions outlined in the Prerequisites section of this post.

      Using AWS CDK version 2.17.0 or later, deploy the bootstrap in the target account by running the following command. To learn more, see Bootstrapping in the AWS CDK Developer Guide.
      cdk bootstrap

    5. Run the following command to synthesize the CloudFormation template. Review the output of this command to verify what will be deployed.
      cdk synth
    6. Run the following command to deploy the CloudFormation template. You will be prompted to accept the IAM changes that will be applied to your account.
      cdk deploy

      Note: If you use Route53, these records are created and activated in your DNS zones as soon as the CDK finishes deploying. As the records propagate through the DNS, they will gradually start affecting the email in the affected domains.

    7. If you’re not using Route53 and instead are using a third-party DNS provider, create the CNAME and TXT records as indicated. In this case, your email is not affected by this solution until you create the records in DNS.

Testing and troubleshooting

After you have deployed the CDK solution, you can test it to confirm that the DNS records and web resources are published correctly.

BIMI

  1. Query the BIMI DNS TXT record for your domain by using the dig or nslookup command in your terminal.

    dig +short TXT default._bimi.<your-domain.example>

    Verify the response. For example:

    "v=BIMI1; l=https://bimi-assets.<your-domain.example>/logo.svg"

  2. In your web browser, open the URL from that response (for example, https://bimi-assets.<your-domain.example>/logo.svg) to verify that the logo is available and that the HTTPS certificate is valid.
  3. The BIMI group provides a tool to validate your BIMI configuration. This tool will also validate your VMC if you have purchased one.

MTA-STS

  1. Query the MTA-STS DNS TXT record for your domain.

    dig +short TXT _mta-sts.<your-domain.example>

    The value of this record is as follows:

    v=STSv1; id=<unique value used for cache invalidation>

  2. You can load the MTA-STS policy document using your web browser. For example, https://mta-sts.<your-domain.example>/.well-known/mta-sts.txt
  3. You can also use third party tools to examine your MTA-STS configuration, such as MX Toolbox.

TLS reporting

  1. Query the TLS reporting DNS TXT record for your domain.

    dig +short TXT _smtp._tls.<your-domain.example>

    Verify the response. For example:

    "v=TLSRPTv1; rua=mailto:<your email address>"

  2. You can also use third party tools to examine your TLS reporting configuration, such as Easy DMARC.

Depending on which domains you communicate with on the internet, you will begin to see TLS reports arriving at the email address that you have defined in the TLS reporting DNS record. We recommend that you closely examine the TLS reports, and use automated analytical techniques over an extended period of time before changing the default testing value of your domain’s MTA-STS policy. Not every email provider will send TLS reports, but examining the reports in aggregate will give you a good perspective for making changes to your MTA-STS policy.

Cleanup

To remove the resources created by this solution:

  1. Open a terminal in the cdk-email-security-records folder.
  2. Assume a role in the target account with permission to delete resources.
  3. Run cdk destroy.

Note: The asset and log buckets are automatically emptied and deleted by the cdk destroy command.

Conclusion

When external systems send email to or receive email from your domains they will now query your new DNS records and will look up your domain’s BIMI, MTA-STS, and TLS reporting information from your new CloudFront distribution. By adopting the email domain security mechanisms outlined in this post, you can improve the overall security posture of your email environment, as well as the perception of your brand.

 
If you have feedback about this post, submit comments in the Comments section below. If you have questions about this post, contact AWS Support.

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Michael Davie

Michael Davie

Michael is a Senior Industry Specialist with AWS Security Assurance. He works with our customers, their regulators, and AWS teams to help raise the bar on secure cloud adoption and usage. Michael has over 20 years of experience working in the defence, intelligence, and technology sectors in Canada and is a licensed professional engineer.

Jesse Thompson

Jesse Thompson

Jesse is an Email Deliverability Manager with the Amazon Simple Email Service team. His background is in enterprise IT development and operations, with a focus on email abuse mitigation and encouragement of authenticity practices with open standard protocols. Jesse’s favorite activity outside of technology is recreational curling.

Proactive Insights with Amazon DevOps Guru for RDS

Post Syndicated from Kishore Dhamodaran original https://aws.amazon.com/blogs/devops/proactive-insights-with-amazon-devops-guru-for-rds/

Today, we are pleased to announce a new Amazon DevOps Guru for RDS capability: Proactive Insights. DevOps Guru for RDS is a fully-managed service powered by machine learning (ML), that uses the data collected by RDS Performance Insights to detect and alert customers of anomalous behaviors within Amazon Aurora databases. Since its release, DevOps Guru for RDS has empowered customers with information to quickly react to performance problems and to take corrective actions. Now, Proactive Insights adds recommendations related to operational issues that may prevent potential issues in the future.

Proactive Insights requires no additional set up for customers already using DevOps Guru for RDS, for both Amazon Aurora MySQL-Compatible Edition and Amazon Aurora PostgreSQL-Compatible Edition.

The following are example use cases of operational issues available for Proactive Insights today, with more insights coming over time:

  • Long InnoDB History for Aurora MySQL-Compatible engines – Triggered when the InnoDB history list length becomes very large.
  • Temporary tables created on disk for Aurora MySQL-Compatible engines – Triggered when the ratio of temporary tables created versus all temporary tables breaches a threshold.
  • Idle In Transaction for Aurora PostgreSQL-Compatible engines – Triggered when sessions connected to the database are not performing active work, but can keep database resources blocked.

To get started, navigate to the Amazon DevOps Guru Dashboard where you can see a summary of your system’s overall health, including ongoing proactive insights. In the following screen capture, the number three indicates that there are three ongoing proactive insights. Click on that number to see the listing of the corresponding Proactive Insights, which may include RDS or other Proactive Insights supported by Amazon DevOps Guru.

Amazon DevOps Guru Dashboard where you can see a summary of your system’s overall health, including ongoing proactive insights

Figure 1. Amazon DevOps Guru Dashboard where you can see a summary of your system’s overall health, including ongoing proactive insights.

Ongoing problems (including reactive and proactive insights) are also highlighted against your database instance on the Database list page in the Amazon RDS console.

Proactive and Reactive Insights are highlighted against your database instance on the Database list page in the Amazon RDS console

Figure 2. Proactive and Reactive Insights are highlighted against your database instance on the Database list page in the Amazon RDS console.

In the following sections, we will dive deep on these use cases of DevOps Guru for RDS Proactive Insights.

Long InnoDB History for Aurora MySQL-Compatible engines

The InnoDB history list is a global list of the undo logs for committed transactions. MySQL uses the history list to purge records and log pages when transactions no longer require the history.  If the InnoDB history list length grows too large, indicating a large number of old row versions, queries and even the database shutdown process can become slower.

DevOps Guru for RDS now detects when the history list length exceeds 1 million records and alerts users to close (either by commit or by rollback) any unnecessary long-running transactions before triggering database changes that involve a shutdown (this includes reboots and database version upgrades).

From the DevOps Guru console, navigate to Insights, choose Proactive, then choose “RDS InnoDB History List Length Anomalous” Proactive Insight with an ongoing status. You will notice that Proactive Insights provides an “Insight overview”, “Metrics” and “Recommendations”.

Insight overview provides you basic information on this insight. In our case, the history list for row changes increased significantly, which affects query and shutdown performance.

Long InnoDB History for Aurora MySQL-Compatible engines Insight overview

Figure 3. Long InnoDB History for Aurora MySQL-Compatible engines Insight overview.

The Metrics panel gives you a graphical representation of the history list length and the timeline, allowing you to correlate it with any anomalous application activity that may have occurred during this window.

Long InnoDB History for Aurora MySQL-Compatible engines Metrics panel

Figure 4. Long InnoDB History for Aurora MySQL-Compatible engines Metrics panel.

The Recommendations section suggests actions that you can take to mitigate this issue before it leads to a bigger problem. You will also notice the rationale behind the recommendation under the “Why is DevOps Guru recommending this?” column.

The Recommendations section suggests actions that you can take to mitigate this issue before it leads to a bigger problem

Figure 5. The Recommendations section suggests actions that you can take to mitigate this issue before it leads to a bigger problem.

Temporary tables created on disk for Aurora MySQL-Compatible engines

Sometimes it is necessary for the MySQL database to create an internal temporary table while processing a query. An internal temporary table can be held in memory and processed by the TempTable or MEMORY storage engine, or stored on disk by the InnoDB storage engine. An increase of temporary tables created on disk instead of in memory can impact the database performance.

DevOps Guru for RDS now monitors the rate at which the database creates temporary tables and the percentage of those temporary tables that use disk. When these values cross recommended levels over a given period of time, DevOps Guru for RDS creates an insight exposing this situation before it becomes critical.

From the DevOps Guru console, navigate to Insights, choose Proactive, then choose “RDS Temporary Tables On Disk Anomalous” Proactive Insight with an ongoing status. You will notice this Proactive Insight provides an “Insight overview”, “Metrics” and “Recommendations”.

Insight overview provides you basic information on this insight. In our case, more than 58% of the total temporary tables created per second were using disk, with a sustained rate of two temporary tables on disk created every second, which indicates that query performance is degrading.

Temporary tables created on disk insight overview

Figure 6. Temporary tables created on disk insight overview.

The Metrics panel shows you a graphical representation of the information specific for this insight. You will be presented with the evolution of the amount of temporary tables created on disk per second, the percentage of temporary tables on disk (out of the total number of database-created temporary tables), and of the overall rate at which the temporary tables are created (per second).

Temporary tables created on disk evolution of the amount of temporary tables created on disk per second

Figure 7. Temporary tables created on disk – evolution of the amount of temporary tables created on disk per second.

Temporary tables created on disk the percentage of temporary tables on disk (out of the total number of database-created temporary tables)

Figure 8. Temporary tables created on disk – the percentage of temporary tables on disk (out of the total number of database-created temporary tables).

Temporary tables created on disk overall rate at which the temporary tables are created (per second)

Figure 9. Temporary tables created on disk – overall rate at which the temporary tables are created (per second).

The Recommendations section suggests actions to avoid this situation when possible, such as not using BLOB and TEXT data types, tuning tmp_table_size and max_heap_table_size database parameters, data set reduction, columns indexing and more.

Temporary tables created on disk actions to avoid this situation when possible, such as not using BLOB and TEXT data types, tuning tmp_table_size and max_heap_table_size database parameters, data set reduction, columns indexing and more

Figure 10. Temporary tables created on disk – actions to avoid this situation when possible, such as not using BLOB and TEXT data types, tuning tmp_table_size and max_heap_table_size database parameters, data set reduction, columns indexing and more.

Additional explanations on this use case can be found by clicking on the “View troubleshooting doc” link.

Idle In Transaction for Aurora PostgreSQL-Compatible engines

A connection that has been idle in transaction  for too long can impact performance by holding locks, blocking other queries, or by preventing VACUUM (including autovacuum) from cleaning up dead rows.
PostgreSQL database requires periodic maintenance, which is known as vacuuming. Autovacuum in PostgreSQL automates the execution of VACUUM and ANALYZE commands. This process gathers the table statistics and deletes the dead rows. When vacuuming does not occur, this negatively impacts the database performance. It leads to an increase in table and index bloat (the disk space that was used by a table or index and is available for reuse by the database but has not been reclaimed), leads to stale statistics and can even end in transaction wraparound (when the number of unique transaction ids reaches its maximum of about two billion).

DevOps Guru for RDS monitors the time spent by sessions in an Aurora PostgreSQL database in idle in transaction state and raises initially a warning notification, followed by an alarm notification if the idle in transaction state continues (the current thresholds are 1800 seconds for the warning and 3600 seconds for the alarm).

From the DevOps Guru console, navigate to Insights, choose Proactive, then choose “RDS Idle In Transaction Max Time Anomalous” Proactive Insight with an ongoing status. You will notice this Proactive Insights provides an “Insight overview”, “Metrics” and “Recommendations”.

In our case, a connection has been in “idle in transaction” state for more than 1800 seconds, which could impact the database performance.

A connection has been in “idle in transaction” state for more than 1800 seconds, which could impact the database performance

Figure 11. A connection has been in “idle in transaction” state for more than 1800 seconds, which could impact the database performance.

The Metrics panel shows you a graphical representation of when the long-running “idle in transaction” connections started.

The Metrics panel shows you a graphical representation of when the long-running “idle in transaction” connections started

Figure 12. The Metrics panel shows you a graphical representation of when the long-running “idle in transaction” connections started.

As with the other insights, recommended actions are listed and a troubleshooting doc is linked for even more details on this use case.

Recommended actions are listed and a troubleshooting doc is linked for even more details on this use case

Figure 13. Recommended actions are listed and a troubleshooting doc is linked for even more details on this use case.

Conclusion

With Proactive Insights, DevOpsGuru for RDS enhances its abilities to help you monitor your databases by notifying you about potential operational issues, before they become bigger problems down the road. To get started, you need to ensure that you have enabled Performance Insights on the database instance(s) you want monitored, as well as ensure and confirm that DevOps Guru is enabled to monitor those instances (for example by enabling it at account level, by monitoring specific CloudFormation stacks or by using AWS tags for specific Aurora resources). Proactive Insights is available in all regions where DevOps Guru for RDS is supported. To learn more about Proactive Insights, join us for a free hands-on Immersion Day (available in three time zones) on March 15th or April 12th.

About the authors:

Kishore Dhamodaran

Kishore Dhamodaran is a Senior Solutions Architect at AWS.

Raluca Constantin

Raluca Constantin is a Senior Database Engineer with the Relational Database Services (RDS) team at Amazon Web Services. She has 16 years of experience in the databases world. She enjoys travels, hikes, arts and is a proud mother of a 12y old daughter and a 7y old son.

Jonathan Vogel

Jonathan is a Developer Advocate at AWS. He was a DevOps Specialist Solutions Architect at AWS for two years prior to taking on the Developer Advocate role. Prior to AWS, he practiced professional software development for over a decade. Jonathan enjoys music, birding and climbing rocks.

Patterns for enterprise data sharing at scale

Post Syndicated from Venkata Sistla original https://aws.amazon.com/blogs/big-data/patterns-for-enterprise-data-sharing-at-scale/

Data sharing is becoming an important element of an enterprise data strategy. AWS services like AWS Data Exchange provide an avenue for companies to share or monetize their value-added data with other companies. Some organizations would like to have a data sharing platform where they can establish a collaborative and strategic approach to exchange data with a restricted group of companies in a closed, secure, and exclusive environment. For example, financial services companies and their auditors, or manufacturing companies and their supply chain partners. This fosters development of new products and services and helps improve their operational efficiency.

Data sharing is a team effort, it’s important to note that in addition to establishing the right infrastructure, successful data sharing also requires organizations to ensure that business owners sponsor data sharing initiatives. They also need to ensure that data is of high quality. Data platform owners and security teams should encourage proper data use and fix any privacy and confidentiality issues.

This blog discusses various data sharing options and common architecture patterns that organizations can adopt to set up their data sharing infrastructure based on AWS service availability and data compliance.

Data sharing options and data classification types

Organizations operate across a spectrum of security compliance constraints. For some organizations, it’s possible to use AWS services like AWS Data Exchange. However, organizations working in heavily regulated industries like federal agencies or financial services might be limited by the allow listed AWS service options. For example, if an organization is required to operate in a Fedramp Medium or Fedramp High environment, their options to share data may be limited by the AWS services that are available and have been allow listed. Service availability is based on platform certification by AWS, and allow listing is based on the organizations defining their security compliance architecture and guidelines.

The kind of data that the organization wants to share with its partners may also have an impact on the method used for data sharing. Complying with data classification rules may further limit their choice of data sharing options they may choose.

The following are some general data classification types:

  • Public data – Important information, though often freely available for people to read, research, review and store. It typically has the lowest level of data classification and security.
  • Private data – Information you might want to keep private like email inboxes, cell phone content, employee identification numbers, or employee addresses. If private data were shared, destroyed, or altered, it might pose a slight risk to an individual or the organization.
  • Confidential or restricted data – A limited group of individuals or parties can access sensitive information often requiring special clearance or special authorization. Confidential or restricted data access might involve aspects of identity and authorization management. Examples of confidential data include Social Security numbers and vehicle identification numbers.

The following is a sample decision tree that you can refer to when choosing your data sharing option based on service availability, classification type, and data format (structured or unstructured). Other factors like usability, multi-partner accessibility, data size, consumption patterns like bulk load/API access, and more may also affect the choice of data sharing pattern.

decisiontree

In the following sections, we discuss each pattern in more detail.

Pattern 1: Using AWS Data Exchange

AWS Data Exchange makes exchanging data easier, helping organizations lower costs, become more agile, and innovate faster. Organizations can choose to share data privately using AWS Data Exchange with their external partners. AWS Data Exchange offers perimeter controls that are applied at identity and resource levels. These controls decide which external identities have access to specific data resources. AWS Data Exchange provides multiple different patterns for external parties to access data, such as the following:

The following diagram illustrates an example architecture.

pattern1

With AWS Data Exchange, once the dataset to share (or sell) is configured, AWS Data Exchange automatically manages entitlements (and billing) between the producer and the consumer. The producer doesn’t have to manage policies, set up new access points, or create new Amazon Redshift data shares for each consumer, and access is automatically revoked if the subscription ends. This can significantly reduce the operational overhead in sharing data.

Pattern 2: Using AWS Lake Formation for centralized access management

You can use this pattern in cases where both the producer and consumer are on the AWS platform with an AWS account that is enabled to use AWS Lake Formation. This pattern provides a no-code approach to data sharing. The following diagram illustrates an example architecture.

pattern2

In this pattern, the central governance account has Lake Formation configured for managing access across the producer’s org accounts. Resource links from the production account Amazon Simple Storage Service (Amazon S3) bucket are created in Lake Formation. The producer grants Lake Formation permissions on an AWS Glue Data Catalog resource to an external account, or directly to an AWS Identity and Access Management (IAM) principal in another account. Lake Formation uses AWS Resource Access Manager (AWS RAM) to share the resource. If the grantee account is in the same organization as the grantor account, the shared resource is available immediately to the grantee. If the grantee account is not in the same organization, AWS RAM sends an invitation to the grantee account to accept or reject the resource grant. To make the shared resource available, the consumer administrator in the grantee account must use the AWS RAM console or AWS Command Line Interface (AWS CLI) to accept the invitation.

Authorized principals can share resources explicitly with an IAM principal in an external account. This feature is useful when the producer wants to have control over who in the external account can access the resources. The permissions the IAM principal receives are a union of direct grants and the account-level grants that are cascaded down to the principals. The data lake administrator of the recipient account can view the direct cross-account grants, but can’t revoke permissions.

Pattern 3: Using AWS Lake Formation from the producer external sharing account

The producer may have stringent security requirements where no external consumer should access their production account or their centralized governance account. They may also not have Lake Formation enabled on their production platform. In such cases, as shown in the following diagram, the producer production account (Account A) is dedicated to its internal organization users. The producer creates another account, the producer external sharing account (Account B), which is dedicated for external sharing. This gives the producer more latitude to create specific policies for specific organizations.

The following architecture diagram shows an overview of the pattern.

pattern3

The producer implements a process to create an asynchronous copy of data in Account B. The bucket can be configured for Same Region Replication (SRR) or Cross Region Replication (CRR) for objects that need to be shared. This facilitates automated refresh of data to the external account to the “External Published Datasets” S3 bucket without having to write any code.

Creating a copy of the data allows the producer to add another degree of separation between the external consumer and its production data. It also helps meet any compliance or data sovereignty requirements.

Lake Formation is set up on Account B, and the administrator creates resources links for the “External Published Datasets” S3 bucket in its account to grant access. The administrator follows the same process to grant access as described earlier.

Pattern 4: Using Amazon Redshift data sharing

This pattern is ideally suited for a producer who has most of their published data products on Amazon Redshift. This pattern also requires the producer’s external sharing account (Account B) and the consumer account (Account C) to have an encrypted Amazon Redshift cluster or Amazon Redshift Serverless endpoint that meets the prerequisites for Amazon Redshift data sharing.

The following architecture diagram shows an overview of the pattern.

pattern4

Two options are possible depending on the producer’s compliance constraints:

  • Option A – The producer enables data sharing directly on the production Amazon Redshift cluster.
  • Option B – The producer may have constraints with respect to sharing the production cluster. The producer creates a simple AWS Glue job that copies data from the Amazon Redshift cluster in the production Account A to the Amazon Redshift cluster in the external Account B. This AWS Glue job can be scheduled to refresh data as needed by the consumer. When the data is available in Account B, the producer can create multiple views and multiple data shares as needed.

In both options, the producer maintains complete control over what data is being shared, and the consumer admin maintains full control over who can access the data within their organization.

After both the producer and consumer admins approve the data sharing request, the consumer user can access this data as if it were part of their own account without have to write any additional code.

Pattern 5: Sharing data securely and privately using APIs

You can adopt this pattern when the external partner doesn’t have a presence on AWS. You can also use this pattern when published data products are spread across various services like Amazon S3, Amazon Redshift, Amazon DynamoDB, and Amazon OpenSearch Service but the producer would like to maintain a single data sharing interface.

Here’s an example use case: Company A would like to share some of its log data in near-real time with its partner Company B, who uses this data to generate predictive insights for Company A. Company A stores this data in Amazon Redshift. The company wants to share this transactional information with its partner after masking the personally identifiable information (PII) in a cost-effective and secure way to generate insights. Company B doesn’t use the AWS platform.

Company A establishes a microbatch process using an AWS Lambda function or AWS Glue that queries Amazon Redshift to get incremental log data, applies the rules to redact the PII, and loads this data to the “Published Datasets” S3 bucket. This instantiates an SRR/CRR process that refreshes this data in the “External Sharing” S3 bucket.

The following diagram shows how the consumer can then use an API-based approach to access this data.

pattern5

The workflow contains the following steps:

  1. An HTTPS API request is sent from the API consumer to the API proxy layer.
  2. The HTTPS API request is forwarded from the API proxy to Amazon API Gateway in the external sharing AWS account.
  3. Amazon API Gateway calls the request receiver Lambda function.
  4. The request receiver function writes the status to a DynamoDB control table.
  5. A second Lambda function, the poller, checks the status of the results in the DynamoDB table.
  6. The poller function fetches results from Amazon S3.
  7. The poller function sends a presigned URL to download the file from the S3 bucket to the requestor via Amazon Simple Email Service (Amazon SES).
  8. The requestor downloads the file using the URL.
  9. The network perimeter AWS account only allows egress internet connection.
  10. The API proxy layer enforces both the egress security controls and perimeter firewall before the traffic leaves the producer’s network perimeter.
  11. The AWS Transit Gateway security egress VPC routing table only allows connectivity from the required producer’s subnet, while preventing internet access.

Pattern 6: Using Amazon S3 access points

Data scientists may need to work collaboratively on image, videos, and text documents. Legal and audit groups may want to share reports and statements with the auditing agencies. This pattern discusses an approach to sharing such documents. The pattern assumes that the external partners are also on AWS. Amazon S3 access points allow the producer to share access with their consumer by setting up cross-account access without having to edit bucket policies.

Access points are named network endpoints that are attached to buckets that you can use to perform S3 object operations, such as GetObject and PutObject. Each access point has distinct permissions and network controls that Amazon S3 applies for any request that is made through that access point. Each access point enforces a customized access point policy that works in conjunction with the bucket policy attached to the underlying bucket.

The following architecture diagram shows an overview of the pattern.

pattern6

The producer creates an S3 bucket and enables the use of access points. As part of the configuration, the producer specifies the consumer account, IAM role, and privileges for the consumer IAM role.

The consumer users with the IAM role in the consumer account can access the S3 bucket via the internet or restricted to an Amazon VPC via VPC endpoints and AWS PrivateLink.

Conclusion

Each organization has its unique set of constraints and requirements that it needs to fulfill to set up an efficient data sharing solution. In this post, we demonstrated various options and best practices available to organizations. The data platform owner and security team should work together to assess what works best for your specific situation. Your AWS account team is also available to help.

Related resources

For more information on related topics, refer to the following:


About the Authors


Venkata Sistla
is a Cloud Architect – Data & Analytics at AWS. He specializes in building data processing capabilities and helping customers remove constraints that prevent them from leveraging their data to develop business insights.

Santosh Chiplunkar is a Principal Resident Architect at AWS. He has over 20 years of experience helping customers solve their data challenges. He helps customers develop their data and analytics strategy and provides them with guidance on how to make it a reality.

Securely validate business application resilience with AWS FIS and IAM

Post Syndicated from Dr. Rudolf Potucek original https://aws.amazon.com/blogs/devops/securely-validate-business-application-resilience-with-aws-fis-and-iam/

To avoid high costs of downtime, mission critical applications in the cloud need to achieve resilience against degradation of cloud provider APIs and services.

In 2021, AWS launched AWS Fault Injection Simulator (FIS), a fully managed service to perform fault injection experiments on workloads in AWS to improve their reliability and resilience. At the time of writing, FIS allows to simulate degradation of Amazon Elastic Compute Cloud (EC2) APIs using API fault injection actions and thus explore the resilience of workflows where EC2 APIs act as a fault boundary. 

In this post we show you how to explore additional fault boundaries in your applications by selectively denying access to any AWS API. This technique is particularly useful for fully managed, “black box” services like Amazon Simple Storage Service (S3) or Amazon Simple Queue Service (SQS) where a failure of read or write operations is sufficient to simulate problems in the service. This technique is also useful for injecting failures in serverless applications without needing to modify code. While similar results could be achieved with network disruption or modifying code with feature flags, this approach provides a fine granular degradation of an AWS API without the need to re-deploy and re-validate code.

Overview

We will explore a common application pattern: user uploads a file, S3 triggers an AWS Lambda function, Lambda transforms the file to a new location and deletes the original:

S3 upload and transform logical workflow: User uploads file to S3, upload triggers AWS Lambda execution, Lambda writes transformed file to a new bucket and deletes original. Workflow can be disrupted at file deletion.

Figure 1. S3 upload and transform logical workflow: User uploads file to S3, upload triggers AWS Lambda execution, Lambda writes transformed file to a new bucket and deletes original. Workflow can be disrupted at file deletion.

We will simulate the user upload with an Amazon EventBridge rate expression triggering an AWS Lambda function which creates a file in S3:

S3 upload and transform implemented demo workflow: Amazon EventBridge triggers a creator Lambda function, Lambda function creates a file in S3, file creation triggers AWS Lambda execution on transformer function, Lambda writes transformed file to a new bucket and deletes original. Workflow can be disrupted at file deletion.

Figure 2. S3 upload and transform implemented demo workflow: Amazon EventBridge triggers a creator Lambda function, Lambda function creates a file in S3, file creation triggers AWS Lambda execution on transformer function, Lambda writes transformed file to a new bucket and deletes original. Workflow can be disrupted at file deletion.

Using this architecture we can explore the effect of S3 API degradation during file creation and deletion. As shown, the API call to delete a file from S3 is an application fault boundary. The failure could occur, with identical effect, because of S3 degradation or because the AWS IAM role of the Lambda function denies access to the API.

To inject failures we use AWS Systems Manager (AWS SSM) automation documents to attach and detach IAM policies at the API fault boundary and FIS to orchestrate the workflow.

Each Lambda function has an IAM execution role that allows S3 write and delete access, respectively. If the processor Lambda fails, the S3 file will remain in the bucket, indicating a failure. Similarly, if the IAM execution role for the processor function is denied the ability to delete a file after processing, that file will remain in the S3 bucket.

Prerequisites

Following this blog posts will incur some costs for AWS services. To explore this test application you will need an AWS account. We will also assume that you are using AWS CloudShell or have the AWS CLI installed and have configured a profile with administrator permissions. With that in place you can create the demo application in your AWS account by downloading this template and deploying an AWS CloudFormation stack:

git clone https://github.com/aws-samples/fis-api-failure-injection-using-iam.git
cd fis-api-failure-injection-using-iam
aws cloudformation deploy --stack-name test-fis-api-faults --template-file template.yaml --capabilities CAPABILITY_NAMED_IAM

Fault injection using IAM

Once the stack has been created, navigate to the Amazon CloudWatch Logs console and filter for /aws/lambda/test-fis-api-faults. Under the EventBridgeTimerHandler log group you should find log events once a minute writing a timestamped file to an S3 bucket named fis-api-failure-ACCOUNT_ID. Under the S3TriggerHandler log group you should find matching deletion events for those files.

Once you have confirmed object creation/deletion, let’s take away the permission of the S3 trigger handler lambda to delete files. To do this you will attach the FISAPI-DenyS3DeleteObject  policy that was created with the template:

ROLE_NAME=FISAPI-TARGET-S3TriggerHandlerRole
ROLE_ARN=$( aws iam list-roles --query "Roles[?RoleName=='${ROLE_NAME}'].Arn" --output text )
echo Target Role ARN: $ROLE_ARN

POLICY_NAME=FISAPI-DenyS3DeleteObject
POLICY_ARN=$( aws iam list-policies --query "Policies[?PolicyName=='${POLICY_NAME}'].Arn" --output text )
echo Impact Policy ARN: $POLICY_ARN

aws iam attach-role-policy \
  --role-name ${ROLE_NAME}\
  --policy-arn ${POLICY_ARN}

With the deny policy in place you should now see object deletion fail and objects should start showing up in the S3 bucket. Navigate to the S3 console and find the bucket starting with fis-api-failure. You should see a new object appearing in this bucket once a minute:

S3 bucket listing showing files not being deleted because IAM permissions DENY file deletion during FIS experiment.

Figure 3. S3 bucket listing showing files not being deleted because IAM permissions DENY file deletion during FIS experiment.

If you would like to graph the results you can navigate to AWS CloudWatch, select “Logs Insights“, select the log group starting with /aws/lambda/test-fis-api-faults-S3CountObjectsHandler, and run this query:

fields @timestamp, @message
| filter NumObjects >= 0
| sort @timestamp desc
| stats max(NumObjects) by bin(1m)
| limit 20

This will show the number of files in the S3 bucket over time:

AWS CloudWatch Logs Insights graph showing the increase in the number of retained files in S3 bucket over time, demonstrating the effect of the introduced failure.

Figure 4. AWS CloudWatch Logs Insights graph showing the increase in the number of retained files in S3 bucket over time, demonstrating the effect of the introduced failure.

You can now detach the policy:

ROLE_NAME=FISAPI-TARGET-S3TriggerHandlerRole
ROLE_ARN=$( aws iam list-roles --query "Roles[?RoleName=='${ROLE_NAME}'].Arn" --output text )
echo Target Role ARN: $ROLE_ARN

POLICY_NAME=FISAPI-DenyS3DeleteObject
POLICY_ARN=$( aws iam list-policies --query "Policies[?PolicyName=='${POLICY_NAME}'].Arn" --output text )
echo Impact Policy ARN: $POLICY_ARN

aws iam detach-role-policy \
  --role-name ${ROLE_NAME}\
  --policy-arn ${POLICY_ARN}

We see that newly written files will once again be deleted but the un-processed files will remain in the S3 bucket. From the fault injection we learned that our system does not tolerate request failures when deleting files from S3. To address this, we should add a dead letter queue or some other retry mechanism.

Note: if the Lambda function does not return a success state on invocation, EventBridge will retry. In our Lambda functions we are cost conscious and explicitly capture the failure states to avoid excessive retries.

Fault injection using SSM

To use this approach from FIS and to always remove the policy at the end of the experiment, we first create an SSM document to automate adding a policy to a role. To inspect this document, open the SSM console, navigate to the “Documents” section, find the FISAPI-IamAttachDetach document under “Owned by me”, and examine the “Content” tab (make sure to select the correct region). This document takes the name of the Role you want to impact and the Policy you want to attach as parameters. It also requires an IAM execution role that grants it the power to list, attach, and detach specific policies to specific roles.

Let’s run the SSM automation document from the console by selecting “Execute Automation”. Determine the ARN of the FISAPI-SSM-Automation-Role from CloudFormation or by running:

POLICY_NAME=FISAPI-DenyS3DeleteObject
POLICY_ARN=$( aws iam list-policies --query "Policies[?PolicyName=='${POLICY_NAME}'].Arn" --output text )
echo Impact Policy ARN: $POLICY_ARN

Use FISAPI-SSM-Automation-Role, a duration of 2 minutes expressed in ISO8601 format as PT2M, the ARN of the deny policy, and the name of the target role FISAPI-TARGET-S3TriggerHandlerRole:

Image of parameter input field reflecting the instructions in blog text.

Figure 5. Image of parameter input field reflecting the instructions in blog text.

Alternatively execute this from a shell:

ASSUME_ROLE_NAME=FISAPI-SSM-Automation-Role
ASSUME_ROLE_ARN=$( aws iam list-roles --query "Roles[?RoleName=='${ASSUME_ROLE_NAME}'].Arn" --output text )
echo Assume Role ARN: $ASSUME_ROLE_ARN

ROLE_NAME=FISAPI-TARGET-S3TriggerHandlerRole
ROLE_ARN=$( aws iam list-roles --query "Roles[?RoleName=='${ROLE_NAME}'].Arn" --output text )
echo Target Role ARN: $ROLE_ARN

POLICY_NAME=FISAPI-DenyS3DeleteObject
POLICY_ARN=$( aws iam list-policies --query "Policies[?PolicyName=='${POLICY_NAME}'].Arn" --output text )
echo Impact Policy ARN: $POLICY_ARN

aws ssm start-automation-execution \
  --document-name FISAPI-IamAttachDetach \
  --parameters "{
      \"AutomationAssumeRole\": [ \"${ASSUME_ROLE_ARN}\" ],
      \"Duration\": [ \"PT2M\" ],
      \"TargetResourceDenyPolicyArn\": [\"${POLICY_ARN}\" ],
      \"TargetApplicationRoleName\": [ \"${ROLE_NAME}\" ]
    }"

Wait two minutes and then examine the content of the S3 bucket starting with fis-api-failure again. You should now see two additional files in the bucket, showing that the policy was attached for 2 minutes during which files could not be deleted, and confirming that our application is not resilient to S3 API degradation.

Permissions for injecting failures with SSM

Fault injection with SSM is controlled by IAM, which is why you had to specify the FISAPI-SSM-Automation-Role:

Visual representation of IAM permission used for fault injections with SSM. It shows the SSM execution role permitting access to use SSM automation documents as well as modify IAM roles and policies via the SSM document. It also shows the SSM user needing to have a pass-role permission to grant the SSM execution role to the SSM service.

Figure 6. Visual representation of IAM permission used for fault injections with SSM.

This role needs to contain an assume role policy statement for SSM to allow assuming the role:

      AssumeRolePolicyDocument:
        Statement:
          - Action:
             - 'sts:AssumeRole'
            Effect: Allow
            Principal:
              Service:
                - "ssm.amazonaws.com"

The role also needs to contain permissions to describe roles and their attached policies with an optional constraint on which roles and policies are visible:

          - Sid: GetRoleAndPolicyDetails
            Effect: Allow
            Action:
              - 'iam:GetRole'
              - 'iam:GetPolicy'
              - 'iam:ListAttachedRolePolicies'
            Resource:
              # Roles
              - !GetAtt EventBridgeTimerHandlerRole.Arn
              - !GetAtt S3TriggerHandlerRole.Arn
              # Policies
              - !Ref AwsFisApiPolicyDenyS3DeleteObject

Finally the SSM role needs to allow attaching and detaching a policy document. This requires

  1. an ALLOW statement
  2. a constraint on the policies that can be attached
  3. a constraint on the roles that can be attached to

In the role we collapse the first two requirements into an ALLOW statement with a condition constraint for the Policy ARN. We then express the third requirement in a DENY statement that will limit the '*' resource to only the explicit role ARNs we want to modify:

          - Sid: AllowOnlyTargetResourcePolicies
            Effect: Allow
            Action:  
              - 'iam:DetachRolePolicy'
              - 'iam:AttachRolePolicy'
            Resource: '*'
            Condition:
              ArnEquals:
                'iam:PolicyARN':
                  # Policies that can be attached
                  - !Ref AwsFisApiPolicyDenyS3DeleteObject
          - Sid: DenyAttachDetachAllRolesExceptApplicationRole
            Effect: Deny
            Action: 
              - 'iam:DetachRolePolicy'
              - 'iam:AttachRolePolicy'
            NotResource: 
              # Roles that can be attached to
              - !GetAtt EventBridgeTimerHandlerRole.Arn
              - !GetAtt S3TriggerHandlerRole.Arn

We will discuss security considerations in more detail at the end of this post.

Fault injection using FIS

With the SSM document in place you can now create an FIS template that calls the SSM document. Navigate to the FIS console and filter for FISAPI-DENY-S3PutObject. You should see that the experiment template passes the same parameters that you previously used with SSM:

Image of FIS experiment template action summary. This shows the SSM document ARN to be used for fault injection and the JSON parameters passed to the SSM document specifying the IAM Role to modify and the IAM Policy to use.

Figure 7. Image of FIS experiment template action summary. This shows the SSM document ARN to be used for fault injection and the JSON parameters passed to the SSM document specifying the IAM Role to modify and the IAM Policy to use.

You can now run the FIS experiment and after a couple minutes once again see new files in the S3 bucket.

Permissions for injecting failures with FIS and SSM

Fault injection with FIS is controlled by IAM, which is why you had to specify the FISAPI-FIS-Injection-EperimentRole:

Visual representation of IAM permission used for fault injections with FIS and SSM. It shows the SSM execution role permitting access to use SSM automation documents as well as modify IAM roles and policies via the SSM document. It also shows the FIS execution role permitting access to use FIS templates, as well as the pass-role permission to grant the SSM execution role to the SSM service. Finally it shows the FIS user needing to have a pass-role permission to grant the FIS execution role to the FIS service.

Figure 8. Visual representation of IAM permission used for fault injections with FIS and SSM. It shows the SSM execution role permitting access to use SSM automation documents as well as modify IAM roles and policies via the SSM document. It also shows the FIS execution role permitting access to use FIS templates, as well as the pass-role permission to grant the SSM execution role to the SSM service. Finally it shows the FIS user needing to have a pass-role permission to grant the FIS execution role to the FIS service.

This role needs to contain an assume role policy statement for FIS to allow assuming the role:

      AssumeRolePolicyDocument:
        Statement:
          - Action:
              - 'sts:AssumeRole'
            Effect: Allow
            Principal:
              Service:
                - "fis.amazonaws.com"

The role also needs permissions to list and execute SSM documents:

            - Sid: RequiredReadActionsforAWSFIS
              Effect: Allow
              Action:
                - 'cloudwatch:DescribeAlarms'
                - 'ssm:GetAutomationExecution'
                - 'ssm:ListCommands'
                - 'iam:ListRoles'
              Resource: '*'
            - Sid: RequiredSSMStopActionforAWSFIS
              Effect: Allow
              Action:
                - 'ssm:CancelCommand'
              Resource: '*'
            - Sid: RequiredSSMWriteActionsforAWSFIS
              Effect: Allow
              Action:
                - 'ssm:StartAutomationExecution'
                - 'ssm:StopAutomationExecution'
              Resource: 
                - !Sub 'arn:aws:ssm:${AWS::Region}:${AWS::AccountId}:automation-definition/${SsmAutomationIamAttachDetachDocument}:$DEFAULT'

Finally, remember that the SSM document needs to use a Role of its own to execute the fault injection actions. Because that Role is different from the Role under which we started the FIS experiment, we need to explicitly allow SSM to assume that role with a PassRole statement which will expand to FISAPI-SSM-Automation-Role:

            - Sid: RequiredIAMPassRoleforSSMADocuments
              Effect: Allow
              Action: 'iam:PassRole'
              Resource: !Sub 'arn:aws:iam::${AWS::AccountId}:role/${SsmAutomationRole}'

Secure and flexible permissions

So far, we have used explicit ARNs for our guardrails. To expand flexibility, we can use wildcards in our resource matching. For example, we might change the Policy matching from:

            Condition:
              ArnEquals:
                'iam:PolicyARN':
                  # Explicitly listed policies - secure but inflexible
                  - !Ref AwsFisApiPolicyDenyS3DeleteObject

or the equivalent:

            Condition:
              ArnEquals:
                'iam:PolicyARN':
                  # Explicitly listed policies - secure but inflexible
                  - !Sub 'arn:${AWS::Partition}:iam::${AWS::AccountId}:policy/${FullPolicyName}

to a wildcard notation like this:

            Condition:
              ArnEquals:
                'iam:PolicyARN':
                  # Wildcard policies - secure and flexible
                  - !Sub 'arn:${AWS::Partition}:iam::${AWS::AccountId}:policy/${PolicyNamePrefix}*'

If we set PolicyNamePrefix to FISAPI-DenyS3 this would now allow invoking FISAPI-DenyS3PutObject and FISAPI-DenyS3DeleteObject but would not allow using a policy named FISAPI-DenyEc2DescribeInstances.

Similarly, we could change the Resource matching from:

            NotResource: 
              # Explicitly listed roles - secure but inflexible
              - !GetAtt EventBridgeTimerHandlerRole.Arn
              - !GetAtt S3TriggerHandlerRole.Arn

to a wildcard equivalent like this:

            NotResource: 
              # Wildcard policies - secure and flexible
              - !Sub 'arn:${AWS::Partition}:iam::${AWS::AccountId}:role/${RoleNamePrefixEventBridge}*'
              - !Sub 'arn:${AWS::Partition}:iam::${AWS::AccountId}:role/${RoleNamePrefixS3}*'
and setting RoleNamePrefixEventBridge to FISAPI-TARGET-EventBridge and RoleNamePrefixS3 to FISAPI-TARGET-S3.

Finally, we would also change the FIS experiment role to allow SSM documents based on a name prefix by changing the constraint on automation execution from:

            - Sid: RequiredSSMWriteActionsforAWSFIS
              Effect: Allow
              Action:
                - 'ssm:StartAutomationExecution'
                - 'ssm:StopAutomationExecution'
              Resource: 
                # Explicitly listed resource - secure but inflexible
                # Note: the $DEFAULT at the end could also be an explicit version number
                # Note: the 'automation-definition' is automatically created from 'document' on invocation
                - !Sub 'arn:aws:ssm:${AWS::Region}:${AWS::AccountId}:automation-definition/${SsmAutomationIamAttachDetachDocument}:$DEFAULT'

to

            - Sid: RequiredSSMWriteActionsforAWSFIS
              Effect: Allow
              Action:
                - 'ssm:StartAutomationExecution'
                - 'ssm:StopAutomationExecution'
              Resource: 
                # Wildcard resources - secure and flexible
                # 
                # Note: the 'automation-definition' is automatically created from 'document' on invocation
                - !Sub 'arn:aws:ssm:${AWS::Region}:${AWS::AccountId}:automation-definition/${SsmAutomationDocumentPrefix}*'

and setting SsmAutomationDocumentPrefix to FISAPI-. Test this by updating the CloudFormation stack with a modified template:

aws cloudformation deploy --stack-name test-fis-api-faults --template-file template2.yaml --capabilities CAPABILITY_NAMED_IAM

Permissions governing users

In production you should not be using administrator access to use FIS. Instead we create two roles FISAPI-AssumableRoleWithCreation and FISAPI-AssumableRoleWithoutCreation for you (see this template). These roles require all FIS and SSM resources to have a Name tag that starts with FISAPI-. Try assuming the role without creation privileges and running an experiment. You will notice that you can only start an experiment if you add a Name tag, e.g. FISAPI-secure-1, and you will only be able to get details of experiments and templates that have proper Name tags.

If you are working with AWS Organizations, you can add further guard rails by defining SCPs that control the use of the FISAPI-* tags similar to this blog post.

Caveats

For this solution we are choosing to attach policies instead of permission boundaries. The benefit of this is that you can attach multiple independent policies and thus simulate multi-step service degradation. However, this means that it is possible to increase the permission level of a role. While there are situations where this might be of interest, e.g. to simulate security breaches, please implement a thorough security review of any fault injection IAM policies you create. Note that modifying IAM Roles may trigger events in your security monitoring tools.

The AttachRolePolicy and DetachRolePolicy calls from AWS IAM are eventually consistent, meaning that in some cases permission propagation when starting and stopping fault injection may take up to 5 minutes each.

Cleanup

To avoid additional cost, delete the content of the S3 bucket and delete the CloudFormation stack:

# Clean up policy attachments just in case
CLEANUP_ROLES=$(aws iam list-roles --query "Roles[?starts_with(RoleName,'FISAPI-')].RoleName" --output text)
for role in $CLEANUP_ROLES; do
  CLEANUP_POLICIES=$(aws iam list-attached-role-policies --role-name $role --query "AttachedPolicies[?starts_with(PolicyName,'FISAPI-')].PolicyName" --output text)
  for policy in $CLEANUP_POLICIES; do
    echo Detaching policy $policy from role $role
    aws iam detach-role-policy --role-name $role --policy-arn $policy
  done
done
# Delete S3 bucket content
ACCOUNT_ID=$( aws sts get-caller-identity --query Account --output text )
S3_BUCKET_NAME=fis-api-failure-${ACCOUNT_ID}
aws s3 rm --recursive s3://${S3_BUCKET_NAME}
aws s3 rb s3://${S3_BUCKET_NAME}
# Delete cloudformation stack
aws cloudformation delete-stack --stack-name test-fis-api-faults
aws cloudformation wait stack-delete-complete --stack-name test-fis-api-faults

Conclusion 

AWS Fault Injection Simulator provides the ability to simulate various external impacts to your application to validate and improve resilience. We’ve shown how combining FIS with IAM to selectively deny access to AWS APIs provides a generic path to explore fault boundaries across all AWS services. We’ve shown how this can be used to identify and improve a resilience problem in a common S3 upload workflow. To learn about more ways to use FIS, see this workshop.

About the authors:

Dr. Rudolf Potucek

Dr. Rudolf Potucek is Startup Solutions Architect at Amazon Web Services. Over the past 30 years he gained a PhD and worked in different roles including leading teams in academia and industry, as well as consulting. He brings experience from working with academia, startups, and large enterprises to his current role of guiding startup customers to succeed in the cloud.

Rudolph Wagner

Rudolph Wagner is a Premium Support Engineer at Amazon Web Services who holds the CISSP and OSCP security certifications, in addition to being a certified AWS Solutions Architect Professional. He assists internal and external Customers with multiple AWS services by using his diverse background in SAP, IT, and construction.

Improve collaboration between teams by using AWS CDK constructs

Post Syndicated from Joerg Woehrle original https://aws.amazon.com/blogs/devops/improve-collaboration-between-teams-by-using-aws-cdk-constructs/

There are different ways to organize teams to deliver great software products. There are companies that give the end-to-end responsibility for a product to a single team, like Amazon’s Two-Pizza teams, and there are companies where multiple teams split the responsibility between infrastructure (or platform) teams and application development teams. This post provides guidance on how collaboration efficiency can be improved in the case of a split-team approach with the help of the AWS Cloud Development Kit (CDK).

The AWS CDK is an open-source software development framework to define your cloud application resources. You do this by using familiar programming languages like TypeScript, Python, Java, C# or Go. It allows you to mix code to define your application’s infrastructure, traditionally expressed through infrastructure as code tools like AWS CloudFormation or HashiCorp Terraform, with code to bundle, compile, and package your application.

This is great for autonomous teams with end-to-end responsibility, as it helps them to keep all code related to that product in a single place and single programming language. There is no need to separate application code into a different repository than infrastructure code with a single team, but what about the split-team model?

Larger enterprises commonly split the responsibility between infrastructure (or platform) teams and application development teams. We’ll see how to use the AWS CDK to ensure team independence and agility even with multiple teams involved. We’ll have a look at the different responsibilities of the participating teams and their produced artifacts, and we’ll also discuss how to make the teams work together in a frictionless way.

This blog post assumes a basic level of knowledge on the AWS CDK and its concepts. Additionally, a very high level understanding of event driven architectures is required.

Team Topologies

Let’s first have a quick look at the different team topologies and each team’s responsibilities.

One-Team Approach

In this blog post we will focus on the split-team approach described below. However, it’s still helpful to understand what we mean by “One-Team” Approach: A single team owns an application from end-to-end. This cross-functional team decides on its own on the features to implement next, which technologies to use and how to build and deploy the resulting infrastructure and application code. The team’s responsibility is infrastructure, application code, its deployment and operations of the developed service.

If you’re interested in how to structure your AWS CDK application in a such an environment have a look at our colleague Alex Pulver’s blog post Recommended AWS CDK project structure for Python applications.

Split-Team Approach

In reality we see many customers who have separate teams for application development and infrastructure development and deployment.

Infrastructure Team

What I call the infrastructure team is also known as the platform or operations team. It configures, deploys, and operates the shared infrastructure which other teams consume to run their applications on. This can be things like an Amazon SQS queue, an Amazon Elastic Container Service (Amazon ECS) cluster as well as the CI/CD pipelines used to bring new versions of the applications into production.
It is the infrastructure team’s responsibility to get the application package developed by the Application Team deployed and running on AWS, as well as provide operational support for the application.

Application Team

Traditionally the application team just provides the application’s package (for example, a JAR file or an npm package) and it’s the infrastructure team’s responsibility to figure out how to deploy, configure, and run it on AWS. However, this traditional setup often leads to bottlenecks, as the infrastructure team will have to support many different applications developed by multiple teams. Additionally, the infrastructure team often has little knowledge of the internals of those applications. This often leads to solutions which are not optimized for the problem at hand: If the infrastructure team only offers a handful of options to run services on, the application team can’t use options optimized for their workload.

This is why we extend the traditional responsibilities of the application team in this blog post. The team provides the application and additionally the description of the infrastructure required to run the application. With “infrastructure required” we mean the AWS services used to run the application. This infrastructure description needs to be written in a format which can be consumed by the infrastructure team.

While we understand that this shift of responsibility adds additional tasks to the application team, we think that in the long term it is worth the effort. This can be the starting point to introduce DevOps concepts into the organization. However, the concepts described in this blog post are still valid even if you decide that you don’t want to add this responsibility to your application teams. The boundary of who is delivering what would then just move more into the direction of the infrastructure team.

To be successful with the given approach, the two teams need to agree on a common format on how to hand over the application, its infrastructure definition, and how to bring it to production. The AWS CDK with its concept of Constructs provides a perfect means for that.

Primer: AWS CDK Constructs

In this section we take a look at the concepts the AWS CDK provides for structuring our code base and how these concepts can be used to fit a CDK project into your team topology.

Constructs

Constructs are the basic building block of an AWS CDK application. An AWS CDK application is composed of multiple constructs which in the end define how and what is deployed by AWS CloudFormation.

The AWS CDK ships with constructs created to deploy AWS services. However, it is important to understand that you are not limited to the out-of-the-box constructs provided by the AWS CDK. The true power of AWS CDK is the possibility to create your own abstractions on top of the default constructs to create solutions for your specific requirement. To achieve this you write, publish, and consume your own, custom constructs. They codify your specific requirements, create an additional level of abstraction and allow other teams to consume and use your construct.

We will use a custom construct to separate the responsibilities between the the application and the infrastructure team. The application team will release a construct which describes the infrastructure along with its configuration required to run the application code. The infrastructure team will consume this construct to deploy and operate the workload on AWS.

How to use the AWS CDK in a Split-Team Setup

Let’s now have a look at how we can use the AWS CDK to split the responsibilities between the application and infrastructure team. I’ll introduce a sample scenario and then illustrate what each team’s responsibility is within this scenario.

Scenario

Our fictitious application development team writes an AWS Lambda function which gets deployed to AWS. Messages in an Amazon SQS queue will invoke the function. Let’s say the function will process orders (whatever this means in detail is irrelevant for the example) and each order is represented by a message in the queue.

The application development team has full flexibility when it comes to creating the AWS Lambda function. They can decide which runtime to use or how much memory to configure. The SQS queue which the function will act upon is created by the infrastructure team. The application team does not have to know how the messages end up in the queue.

With that we can have a look at a sample implementation split between the teams.

Application Team

The application team is responsible for two distinct artifacts: the application code (for example, a Java jar file or an npm module) and the AWS CDK construct used to deploy the required infrastructure on AWS to run the application (an AWS Lambda Function along with its configuration).

The lifecycles of these artifacts differ: the application code changes more frequently than the infrastructure it runs in. That’s why we want to keep the artifacts separate. With that each of the artifacts can be released at its own pace and only if it was changed.

In order to achieve these separate lifecycles, it is important to notice that a release of the application artifact needs to be completely independent from the release of the CDK construct. This fits our approach of separate teams compared to the standard CDK way of building and packaging application code within the CDK construct.

But how will this be done in our example solution? The team will build and publish an application artifact which does not contain anything related to CDK.
When a CDK Stack with this construct is synthesized it will download the pre-built artifact with a given version number from AWS CodeArtifact and use it to create the input zip file for a Lambda function. There is no build of the application package happening during the CDK synth.

With the separation of construct and application code, we need to find a way to tell the CDK construct which specific version of the application code it should fetch from CodeArtifact. We will pass this information to the construct via a property of its constructor.

For dependencies on infrastructure outside of the responsibility of the application team, I follow the pattern of dependency injection. Those dependencies, for example a shared VPC or an Amazon SQS queue, are passed into the construct from the infrastructure team.

Let’s have a look at an example. We pass in the external dependency on an SQS Queue, along with details on the desired appPackageVersion and its CodeArtifact details:

export interface OrderProcessingAppConstructProps {
    queue: aws_sqs.Queue,
    appPackageVersion: string,
    codeArtifactDetails: {
        account: string,
        repository: string,
        domain: string
    }
}

export class OrderProcessingAppConstruct extends Construct {

    constructor(scope: Construct, id: string, props: OrderProcessingAppConstructProps) {
        super(scope, id);

        const lambdaFunction = new lambda.Function(this, 'OrderProcessingLambda', {
            code: lambda.Code.fromDockerBuild(path.join(__dirname, '..', 'bundling'), {
                buildArgs: {
                    'PACKAGE_VERSION' : props.appPackageVersion,
                    'CODE_ARTIFACT_ACCOUNT' : props.codeArtifactDetails.account,
                    'CODE_ARTIFACT_REPOSITORY' : props.codeArtifactDetails.repository,
                    'CODE_ARTIFACT_DOMAIN' : props.codeArtifactDetails.domain
                }
            }),
            runtime: lambda.Runtime.NODEJS_16_X,
            handler: 'node_modules/order-processing-app/dist/index.lambdaHandler'
        });
        const eventSource = new SqsEventSource(props.queue);
        lambdaFunction.addEventSource(eventSource);
    }
}

Note the code lambda.Code.fromDockerBuild(...): We use AWS CDK’s functionality to bundle the code of our Lambda function via a Docker build. The only things which happen inside of the provided Dockerfile are:

  • the login into the AWS CodeArtifact repository which holds the pre-built application code’s package
  • the download and installation of the application code’s artifact from AWS CodeArtifact (in this case via npm)

If you are interested in more details on how you can build, bundle and deploy your AWS CDK assets I highly recommend a blog post by my colleague Cory Hall: Building, bundling, and deploying applications with the AWS CDK. It goes into much more detail than what we are covering here.

Looking at the example Dockerfile we can see the two steps described above:

FROM public.ecr.aws/sam/build-nodejs16.x:latest

ARG PACKAGE_VERSION
ARG CODE_ARTIFACT_AWS_REGION
ARG CODE_ARTIFACT_ACCOUNT
ARG CODE_ARTIFACT_REPOSITORY

RUN aws codeartifact login --tool npm --repository $CODE_ARTIFACT_REPOSITORY --domain $CODE_ARTIFACT_DOMAIN --domain-owner $CODE_ARTIFACT_ACCOUNT --region $CODE_ARTIFACT_AWS_REGION
RUN npm install order-processing-app@$PACKAGE_VERSION --prefix /asset

Please note the following:

  • we use --prefix /asset with our npm install command. This tells npm to install the dependencies into the folder which CDK will mount into the container. All files which should go into the output of the docker build need to be placed here.
  • the aws codeartifact login command requires credentials with the appropriate permissions to proceed. In case you run this on for example AWS CodeBuild or inside of a CDK Pipeline you need to make sure that the used role has the appropriate policies attached.

Infrastructure Team

The infrastructure team consumes the AWS CDK construct published by the application team. They own the AWS CDK Stack which composes the whole application. Possibly this will only be one of several Stacks owned by the Infrastructure team. Other Stacks might create shared infrastructure (like VPCs, networking) and other applications.

Within the stack for our application the infrastructure team consumes and instantiates the application team’s construct, passes any dependencies into it and then deploys the stack by whatever means they see fit (e.g. through AWS CodePipeline, GitHub Actions or any other form of continuous delivery/deployment).

The dependency on the application team’s construct is manifested in the package.json of the infrastructure team’s CDK app:

{
  "name": "order-processing-infra-app",
  ...
  "dependencies": {
    ...
    "order-app-construct" : "1.1.0",
    ...
  }
  ...
}

Within the created CDK Stack we see the dependency version for the application package as well as how the infrastructure team passes in additional information (like e.g. the queue to use):

export class OrderProcessingInfraStack extends cdk.Stack {
  constructor(scope: Construct, id: string, props?: cdk.StackProps) {
    super(scope, id, props);   

    const orderProcessingQueue = new Queue(this, 'order-processing-queue');

    new OrderProcessingAppConstruct(this, 'order-processing-app', {
       appPackageVersion: "2.0.36",
       queue: orderProcessingQueue,
       codeArtifactDetails: { ... }
     });
  }
}

Propagating New Releases

We now have the responsibilities of each team sorted out along with the artifacts owned by each team. But how do we propagate a change done by the application team all the way to production? Or asked differently: how can we invoke the infrastructure team’s CI/CD pipeline with the updated artifact versions of the application team?

We will need to update the infrastructure team’s dependencies on the application teams artifacts whenever a new version of either the application package or the AWS CDK construct is published. With the dependencies updated we can then start the release pipeline.

One approach is to listen and react to events published by AWS CodeArtifact via Amazon EventBridge. On each release AWS CodeArtifact will publish an event to Amazon EventBridge. We can listen to that event, extract the version number of the new release from its payload and start a workflow to update either our dependency on the CDK construct (e.g. in the package.json of our CDK application) or a update the appPackageVersion which the infrastructure team passes into the consumed construct.

Here’s how a release of a new app version flows through the system:

A release of the application package triggers a change and deployment of the infrastructure team's CDK Stack

Figure 1 – A release of the application package triggers a change and deployment of the infrastructure team’s CDK Stack

  1. The application team publishes a new app version into AWS CodeArtifact
  2. CodeArtifact triggers an event on Amazon EventBridge
  3. The infrastructure team listens to this event
  4. The infrastructure team updates its CDK stack to include the latest appPackageVersion
  5. The infrastructure team’s CDK Stack gets deployed

And very similar the release of a new version of the CDK Construct:

A release of the application team's CDK construct triggers a change and deployment of the infrastructure team's CDK Stack

Figure 2 – A release of the application team’s CDK construct triggers a change and deployment of the infrastructure team’s CDK Stack

  1. The application team publishes a new CDK construct version into AWS CodeArtifact
  2. CodeArtifact triggers an event on Amazon EventBridge
  3. The infrastructure team listens to this event
  4. The infrastructure team updates its dependency to the latest CDK construct
  5. The infrastructure team’s CDK Stack gets deployed

We will not go into the details on how such a workflow could look like, because it’s most likely highly custom for each team (think of different tools used for code repositories, CI/CD). However, here are some ideas on how it can be accomplished:

Updating the CDK Construct dependency

To update the dependency version of the CDK construct the infrastructure team’s package.json (or other files used for dependency tracking like pom.xml) needs to be updated. You can build automation to checkout the source code and issue a command like npm install sample-app-construct@NEW_VERSION (where NEW_VERSION is the value read from the EventBridge event payload). You then automatically create a pull request to incorporate this change into your main branch. For a sample on what this looks like see the blog post Keeping up with your dependencies: building a feedback loop for shared librares.

Updating the appPackageVersion

To update the appPackageVersion used inside of the infrastructure team’s CDK Stack you can either follow the same approach outlined above, or you can use CDK’s capability to read from an AWS Systems Manager (SSM) Parameter Store parameter. With that you wouldn’t put the value for appPackageVersion into source control, but rather read it from SSM Parameter Store. There is a how-to for this in the AWS CDK documentation: Get a value from the Systems Manager Parameter Store. You then start the infrastructure team’s pipeline based on the event of a change in the parameter.

To have a clear understanding of what is deployed at any given time and in order to see the used parameter value in CloudFormation I’d recommend using the option described at Reading Systems Manager values at synthesis time.

Conclusion

You’ve seen how the AWS Cloud Development Kit and its Construct concept can help to ensure team independence and agility even though multiple teams (in our case an application development team and an infrastructure team) work together to bring a new version of an application into production. To do so you have put the application team in charge of not only their application code, but also of the parts of the infrastructure they use to run their application on. This is still in line with the discussed split-team approach as all shared infrastructure as well as the final deployment is in control of the infrastructure team and is only consumed by the application team’s construct.

About the Authors

Picture of the author Joerg Woehrle As a Solutions Architect Jörg works with manufacturing customers in Germany. Before he joined AWS in 2019 he held various roles like Developer, DevOps Engineer and SRE. With that Jörg enjoys building and automating things and fell in love with the AWS Cloud Development Kit.
Picture of the author Mohamed Othman Mo joined AWS in 2020 as a Technical Account Manager, bringing with him 7 years of hands-on AWS DevOps experience and 6 year as System operation admin. He is a member of two Technical Field Communities in AWS (Cloud Operation and Builder Experience), focusing on supporting customers with CI/CD pipelines and AI for DevOps to ensure they have the right solutions that fit their business needs.

How to use granular geographic match rules with AWS WAF

Post Syndicated from Mohit Mysore original https://aws.amazon.com/blogs/security/how-to-use-granular-geographic-match-rules-with-aws-waf/

In November 2022, AWS introduced support for granular geographic (geo) match conditions in AWS WAF. This blog post demonstrates how you can use this new feature to customize your AWS WAF implementation and improve the security posture of your protected application.

AWS WAF provides inline inspection of inbound traffic at the application layer. You can use AWS WAF to detect and filter common web exploits and bots that could affect application availability or security, or consume excessive resources. Inbound traffic is inspected against web access control list (web ACL) rules. A web ACL rule consists of rule statements that instruct AWS WAF on how to inspect a web request.

The AWS WAF geographic match rule statement functionality allows you to restrict application access based on the location of your viewers. This feature is crucial for use cases like licensing and legal regulations that limit the delivery of your applications outside of specific geographic areas.

AWS recently released a new feature that you can use to build precise geographic rules based on International Organization for Standardization (ISO) 3166 country and area codes. With this release, you can now manage access at the ISO 3166 region level. This capability is available across AWS Regions where AWS WAF is offered and for all AWS WAF supported services. In this post, you will learn how to use this new feature with Amazon CloudFront and Elastic Load Balancing (ELB) origin types.

Summary of concepts

Before we discuss use cases and setup instructions, make sure that you are familiar with the following AWS services and concepts:

  • Amazon CloudFront: CloudFront is a web service that gives businesses and web application developers a cost-effective way to distribute content with low latency and high data transfer speeds.
  • Amazon Simple Storage Service (Amazon S3): Amazon S3 is an object storage service built to store and retrieve large amounts of data from anywhere.
  • Application Load Balancer: Application Load Balancer operates at the request level (layer 7), routing traffic to targets—Amazon Elastic Compute Cloud (Amazon EC2) instances, IP addresses, and Lambda functions—based on the content of the request.
  • AWS WAF labels: Labels contain metadata that can be added to web requests when a rule is matched. Labels can alter the behavior or default action of managed rules.
  • ISO (International Organization for Standardization) 3166 codes: ISO codes are internationally recognized codes that designate for every country and most of the dependent areas a two- or three-letter combination. Each code consists of two parts, separated by a hyphen. For example, in the code AU-QLD, AU is the ISO 3166 alpha-2 code for Australia, and QLD is the subdivision code of the state or territory—in this case, Queensland.

How granular geo labels work

Previously, geo match statements in AWS WAF were used to allow or block access to applications based on country of origin of web requests. With updated geographic match rule statements, you can control access at the region level.

In a web ACL rule with a geo match statement, AWS WAF determines the country and region of a request based on its IP address. After inspection, AWS WAF adds labels to each request to indicate the ISO 3166 country and region codes. You can use labels generated in the geo match statement to create a label match rule statement to control access.

AWS WAF generates two types of labels based on origin IP or a forwarded IP configuration that is defined in the AWS WAF geo match rule. These labels are the country and region labels.

By default, AWS WAF uses the IP address of the web request’s origin. You can instruct AWS WAF to use an IP address from an alternate request header, like X-Forwarded-For, by enabling forwarded IP configuration in the rule statement settings. For example, the country label for the United States with origin IP and forwarded IP configuration are awswaf:clientip:geo:country:US and awswaf:forwardedip:geo:country:US, respectively. Similarly, the region labels for a request originating in Oregon (US) with origin and forwarded IP configuration are awswaf:clientip:geo:region:US-OR and awswaf:forwardedip:geo:region:US-OR, respectively.

To demonstrate this AWS WAF feature, we will outline two distinct use cases.

Use case 1: Restrict content for copyright compliance using AWS WAF and CloudFront

Licensing agreements might prevent you from distributing content in some geographical locations, regions, states, or entire countries. You can deploy the following setup to geo-block content in specific regions to help meet these requirements.

In this example, we will use an AWS WAF web ACL that is applied to a CloudFront distribution with an S3 bucket origin. The web ACL contains a geo match rule to tag requests from Australia with labels, followed by a label match rule to block requests from the Queensland region. All other requests with source IP originating from Australia are allowed.

To configure the AWS WAF web ACL rule for granular geo restriction

  1. Follow the steps to create an Amazon S3 bucket and CloudFront distribution with the S3 bucket as origin.
  2. After the CloudFront distribution is created, open the AWS WAF console.
  3. In the navigation pane, choose Web ACLs, select Global (CloudFront) from the dropdown list, and then choose Create web ACL.
  4. For Name, enter a name to identify this web ACL.
  5. For Resource type, choose the CloudFront distribution that you created in step 1, and then choose Add.
  6. Choose Next.
  7. Choose Add rules, and then choose Add my own rules and rule groups.
  8. For Name, enter a name to identify this rule.
  9. For Rule type, choose Regular rule.
  10. Configure a rule statement for a request that matches the statement Originates from a Country and select the Australia (AU) country code from the dropdown list.
  11. Set the IP inspection configuration parameter to Source IP address.
  12. Under Action, choose Count, and then choose Add Rule.
  13. Create a new rule by following the same actions as in step 7 and enter a name to identify the rule.
  14. For Rule type, choose Regular rule.
  15. Configure a rule statement for a request that matches the statement Has a Label and enter awswaf:clientip:geo:region:AU-QLD for the match key.
  16. Set the action to Block and choose Add rule.
  17. For Actions, keep the default action of Allow.
  18. For Amazon CloudWatch metrics, select the AWS WAF rules that you created in steps 8 and 14.
  19. For Request sampling options, choose Enable sampled requests, and then choose Next.
  20. Review and create the web ACL rule.

After the web ACL is created, you should see the web ACL configuration, as shown in the following figures. Figure 1 shows the geo match rule configuration.

Figure 1: Web ACL rule configuration

Figure 1: Web ACL rule configuration

Figure 2 shows the Queensland regional geo restriction.

Figure 2: Queensland regional geo restriction - web ACL configuration<

Figure 2: Queensland regional geo restriction – web ACL configuration<

The setup is now complete—you have a web ACL with two regular rules. The first rule matches requests that originate from Australia and adds geographic labels automatically. The label match rule statement inspects requests with Queensland granular geo labels and blocks them. To understand where requests are originating from, you can configure logging on the AWS WAF web ACL.

You can test this setup by making requests from Queensland, Australia, to the DNS name of the CloudFront distribution to invoke a block. CloudFront will return a 403 error, similar to the following example.

$ curl -IL https://abcdd123456789.cloudfront.net
HTTP/2 403 
server: CloudFront
date: Tue, 21 Feb 2023 22:06:25 GMT
content-type: text/html
content-length: 919
x-cache: Error from cloudfront
via: 1.1 abcdd123456789.cloudfront.net (CloudFront)
x-amz-cf-pop: SYD1-C1

As shown in these test results, requests originating from Queensland, Australia, are blocked.

Use case 2: Allow incoming traffic from specific regions with AWS WAF and Application Load Balancer

We recently had a customer ask us how to allow traffic from only one region, and deny the traffic from other regions within a country. You might have similar requirements, and the following section will explain how to achieve that. In the example, we will show you how to allow only visitors from Washington state, while disabling traffic from the rest of the US.

This example uses an AWS WAF web ACL applied to an application load balancer in the US East (N. Virginia) Region with an Amazon EC2 instance as the target. The web ACL contains a geo match rule to tag requests from the US with labels. After we enable forwarded IP configuration, we will inspect the X-Forwarded-For header to determine the origin IP of web requests. Next, we will add a label match rule to allow requests from the Washington region. All other requests from the United States are blocked.

To configure the AWS WAF web ACL rule for granular geo restriction

  1. Follow the steps to create an internet-facing application load balancer in the US East (N. Virginia) Region.
  2. After the application load balancer is created, open the AWS WAF console.
  3. In the navigation pane, choose Web ACLs, and then choose Create web ACL in the US east (N. Virginia) Region.
  4. For Name, enter a name to identify this web ACL.
  5. For Resource type, choose the application load balancer that you created in step 1 of this section, and then choose Add.
  6. Choose Next.
  7. Choose Add rules, and then choose Add my own rules and rule groups.
  8. For Name, enter a name to identify this rule.
  9. For Rule type, choose Regular rule.
  10. Configure a rule statement for a request that matches the statement Originates from a Country in, and then select the United States (US) country code from the dropdown list.
  11. Set the IP inspection configuration parameter to IP address in Header.
  12. Enter the Header field name as X-Forwarded-For.
  13. For Match, choose Fallback for missing IP address. Web requests without a valid IP address in the header will be treated as a match and will be allowed.
  14. Under Action, choose Count, and then choose Add Rule.
  15. Create a new rule by following the same actions as in step 7 of this section, and enter a name to identify the rule.
  16. For Rule type, choose Regular rule.
  17. Configure a rule statement for a request that matches the statement Has a Label, and for the match key, enter awswaf:forwardedip:geo:region:US-WA.
  18. Set the action to Allow and add choose Add Rule.
  19. For Default web ACL action for requests that don’t match any rules, set the Action to Block.
  20. For Amazon CloudWatch metrics, select the AWS WAF rules that you created in steps 8 and 14 of this section.
  21. For Request sampling options, choose Enable sampled requests, and then choose Next.
  22. Review and create the web ACL rule.

After the web ACL is created, you should see the web ACL configuration, as shown in the following figures. Figure 3 shows the geo match rule

Figure 3: Geo match rule

Figure 3: Geo match rule

Figure 4 shows the Washington regional geo restriction.

Figure 4: Washington regional geo restriction - web ACL configuration

Figure 4: Washington regional geo restriction – web ACL configuration

The following is a JSON representation of the rule:

{
  "Name": "WashingtonRegionAllow",
  "Priority": 1,
  "Statement": {
    "LabelMatchStatement": {
      "Scope": "LABEL",
      "Key": "awswaf:forwardedip:geo:region:US-WA"
    }
  },
  "Action": {
    "Allow": {}
  },
  "VisibilityConfig": {
    "SampledRequestsEnabled": true,
    "CloudWatchMetricsEnabled": true,
    "MetricName": "USRegionalRestriction"
  }
}

The setup is now complete—you have a web ACL with two regular rules. The first rule matches requests that originate from the US after inspecting the origin IP in the X-Forwarded-For header, and adds geographic labels. The label match rule statement inspects requests with the Washington region granular geo labels and allows these requests.

If a user makes a web request from outside of the Washington region, the request will be blocked and a HTTP 403 error response will be returned, similar to the following.

curl -IL https://GeoBlock-1234567890.us-east-1.elb.amazonaws.com
HTTP/1.1 403 Forbidden
Server: awselb/2.0
Date: Tue, 21 Feb 2023 22:07:54 GMT
Content-Type: text/html
Content-Length: 118
Connection: keep-alive

Conclusion

AWS WAF now supports the ability to restrict traffic based on granular geographic labels. This gives you further control based on geographic location within a country.

In this post, we demonstrated two different use cases that show how this feature can be applied with CloudFront distributions and application load balancers. Note that, apart from CloudFront and application load balancers, this feature is supported by other origin types that are supported by AWS WAF, such as Amazon API Gateway and Amazon Cognito.

If you have feedback about this post, submit comments in the Comments section below. If you have questions about this post, start a new thread on the AWS WAF re:Post or contact AWS Support.

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Mohit Mysore

Mohit Mysore

Mohit is a Technical Account Manager with over 5 years of experience working with AWS Customers. He is passionate about network and system administration. Outside work, He likes to travel, watch soccer and F1 and spend time with his family.

Maintaining Code Quality with Amazon CodeCatalyst Reports

Post Syndicated from Imtranur Rahman original https://aws.amazon.com/blogs/devops/maintaining-code-quality-with-amazon-codecatalyst-reports/

Amazon CodeCatalyst reports contain details about tests that occur during a workflow run. You can create tests such as unit tests, integration tests, configuration tests, and functional tests. You can use a test report to help troubleshoot a problem during a workflow.

Introduction

In prior posts in this series, I discussed reading The Unicorn Project, by Gene Kim, and how the main character, Maxine, struggles with a complicated Software Development Lifecycle (SDLC) after joining a new team. One of the challenges she encounters is the difficulties in shipping secure, functioning code without an automated testing mechanism. To quote Gene Kim, “Without automated testing, the more code we write, the more money it takes for us to test.”

Software Developers know that shipping vulnerable or non-functioning code to a production environment is to be avoided at all costs; the monetary impact is high and the toll it takes on team morale can be even greater. During the SDLC, developers need a way to easily identify and troubleshoot errors in their code.

In this post, I will focus on how developers can seamlessly run tests as a part of workflow actions as well as configure unit test and code coverage reports with Amazon CodeCatalyst. I will also outline how developers can access these reports to gain insights into their code quality.

Prerequisites

If you would like to follow along with this walkthrough, you will need to:

Walkthrough

As with the previous posts in the CodeCatalyst series, I am going to use the Modern Three-tier Web Application blueprint. Blueprints provide sample code and CI/CD workflows to help you get started easily across different combinations of programming languages and architectures. To follow along, you can re-use a project you created previously, or you can refer to a previous post that walks through creating a project using the Three-tier blueprint.

Once the project is deployed, CodeCatalyst opens the project overview. This view shows the content of the README file from the project’s source repository, workflow runs, pull requests, etc. The source repository and workflow are created for me by the project blueprint. To view the source code, I select Code → Source Repositories from the left-hand navigation bar. Then, I select the repository name link from the list of source repositories.

Figure 1. List of source repositories including Mythical Mysfits source code.

Figure 1. List of source repositories including Mythical Mysfits source code.

From here I can view details such as the number of branches, workflows, commits, pull requests and source code of this repo. In this walkthrough, I’m focused on the testing capabilities of CodeCatalyst. The project already includes unit tests that were created by the blueprint so I will start there.

From the Files list, navigate to web → src → components→ __tests__ → TheGrid.spec.js. This file contains the front-end unit tests which simply check if the strings “Good”, “Neutral”, “Evil” and “Lawful”, “Neutral”, “Chaotic” have rendered on the web page. Take a moment to examine the code. I will use these tests throughout the walkthrough.

Figure 2. Unit test for the front-end that test strings have been rendered properly.

Figure 2. Unit test for the front-end that test strings have been rendered properly. 

Next, I navigate to the  workflow that executes the unit tests. From the left-hand navigation bar, select CI/CD → Workflows. Then, find ApplicationDeploymentPipeline, expand Recent runs and select  Run-xxxxx . The Visual tab shows a graphical representation of the underlying YAML file that makes up this workflow. It also provides details on what started the workflow run, when it started,  how long it took to complete, the source repository and whether it succeeded.

Figure 3. The Deployment workflow open in the visual designer.

Figure 3. The Deployment workflow open in the visual designer.

Workflows are comprised of a source and one or more actions. I examined test reports for the back-end in a prior post. Therefore, I will focus on the front-end tests here. Select the build_and_test_frontend action to view logs on what the action ran, its configuration details, and the reports it generated. I’m specifically interested in the Unit Test and Code Coverage reports under the Reports tab:

Figure 4. Reports tab showing line and branch coverage.

Figure 4. Reports tab showing line and branch coverage.

Select the report unitTests.xml (you may need to scroll). Here, you can see an overview of this specific report with metrics like pass rate, duration, test suites, and the test cases for those suites:

Figure 5. Detailed report for the front-end tests

Figure 5. Detailed report for the front-end tests.

This report has passed all checks.  To make this report more interesting, I’ll intentionally edit the unit test to make it fail. First, navigate back to the source repository and open web → src → components→ __tests__→TheGrid.spec.js. This test case is looking for the string “Good” so change it to say “Best” instead and commit the changes.

Figure 6. Front-End Unit Test Code Change.

Figure 6. Front-End Unit Test Code Change.

This will automatically start a new workflow run. Navigating back to CI/CD →  Workflows, you can see a new workflow run is in progress (takes ~7 minutes to complete).

Once complete, you can see that the build_and_test_frontend action failed. Opening the unitTests.xml report again, you can see that the report status is in a Failed state. Notice that the minimum pass rate for this test is 100%, meaning that if any test case in this unit test ever fails, the build fails completely.

There are ways to configure these minimums which will be explored when looking at Code Coverage reports. To see more details on the error message in this report, select the failed test case.

Figure 7. Failed Test Case Error Message.

Figure 7. Failed Test Case Error Message.

As expected, this indicates that the test was looking for the string “Good” but instead, it found the string “Best”. Before continuing, I return to the TheGrid.spec.js file and change the string back to “Good”.

CodeCatalyst also allows me to specify code and branch coverage criteria. Coverage is a metric that can help you understand how much of your source was tested. This ensures source code is properly tested before shipping to a production environment. Coverage is not configured for the front-end, so I will examine the coverage of the back-end.

I select Reports on the left-hand navigation bar, and open the report called backend-coverage.xml. You can see details such as line coverage, number of lines covered, specific files that were scanned, etc.

Figure 8. Code Coverage Report Succeeded.

Figure 8. Code Coverage Report Succeeded.

The Line coverage minimum is set to 70% but the current coverage is 80%, so it succeeds. I want to push the team to continue improving, so I will edit the workflow to raise the minimum threshold to 90%. Navigating back to CI/CD → Workflows → ApplicationDeploymentPipeline, select the Edit button. On the Visual tab, select build_backend. On the Outputs tab, scroll down to Success Criteria and change Line Coverage to 90%.

Figure 9. Configuring Code Coverage Success Criteria.

Figure 9. Configuring Code Coverage Success Criteria.

On the top-right, select Commit. This will push the changes to the repository and start a new workflow run. Once the run has finished, navigate back to the Code Coverage report. This time, you can see it reporting a failure to meet the minimum threshold for Line coverage.

Figure 10. Code Coverage Report Failed.

There are other success criteria options available to experiment with. To learn more about success criteria, see Configuring success criteria for tests.

Cleanup

If you have been following along with this workflow, you should delete the resources you deployed so you do not continue to incur charges. First, delete the two stacks that CDK deployed using the AWS CloudFormation console in the AWS account you associated when you launched the blueprint. These stacks will have names like mysfitsXXXXXWebStack and mysfitsXXXXXAppStack. Second, delete the project from CodeCatalyst by navigating to Project settings and choosing Delete project.

Summary

In this post, I demonstrated how Amazon CodeCatalyst can help developers quickly configure test cases, run unit/code coverage tests, and generate reports using CodeCatalyst’s workflow actions. You can use these reports to adhere to your code testing strategy as a software development team. I also outlined how you can use success criteria to influence the outcome of a build in your workflow.  In the next post, I will demonstrate how to configure CodeCatalyst workflows and integrate Software Composition Analysis (SCA) reports. Stay tuned!

About the authors:

Imtranur Rahman

Imtranur Rahman is an experienced Sr. Solutions Architect in WWPS team with 14+ years of experience. Imtranur works with large AWS Global SI partners and helps them build their cloud strategy and broad adoption of Amazon’s cloud computing platform.Imtranur specializes in Containers, Dev/SecOps, GitOps, microservices based applications, hybrid application solutions, application modernization and loves innovating on behalf of his customers. He is highly customer obsessed and takes pride in providing the best solutions through his extensive expertise.

Wasay Mabood

Wasay is a Partner Solutions Architect based out of New York. He works primarily with AWS Partners on migration, training, and compliance efforts but also dabbles in web development. When he’s not working with customers, he enjoys window-shopping, lounging around at home, and experimenting with new ideas.

How to use AWS Private Certificate Authority short-lived certificate mode

Post Syndicated from Zachary Miller original https://aws.amazon.com/blogs/security/how-to-use-aws-private-certificate-authority-short-lived-certificate-mode/

AWS Private Certificate Authority (AWS Private CA) is a highly available, fully managed private certificate authority (CA) service that you can use to create CA hierarchies and issue private X.509 certificates. You can use these private certificates to establish endpoints for TLS encryption, cryptographically sign code, authenticate users, and more.

Based on customer feedback for prorated certificate pricing options, AWS Private CA now offers short-lived certificate mode, a lower cost mode of AWS Private CA that is designed to issue short-lived certificates. In this blog post, we will compare the original general-purpose and new short-lived CA modes and discuss use cases for each of them.

The general-purpose mode of AWS Private CA supports certificates of any validity period. The addition of short-lived CA mode is intended to facilitate use cases where you want certificates with a short validity period, defined as 7 days or less. Keep in mind this doesn’t mean that the root CA certificate must also be short lived. Although a typical root CA certificate is valid for 10 years, you can customize the certificate validity period for CAs in either mode when you install the CA certificate.

You select the CA mode when you create a certificate authority. The CA mode cannot be changed for an existing CA. Both modes (general-purpose and short-lived) have distinct pricing for the different use cases that they support.

The short-lived CA mode offers an accessible pricing model for customers who need to issue certificates with a short-term validity period. You can use these short-lived certificates for on-demand AWS workloads and align the validity of the certificate with the lifetime of the certificate holder. For example, if you’re using certificate-based authentication for a virtual workstation that is rebuilt each day, you can configure your certificates to expire after 24 hours.

In this blog post, we will compare the two CA modes, examine their pricing models, and discuss several potential use cases for short-lived certificates. We will also provide a walkthrough that shows you how to create a short-lived mode CA by using the AWS Command Line Interface (AWS CLI). To create a short-lived mode CA using the AWS Management Console, see Procedure for creating a CA (console).

Comparing general-purpose mode CAs to short-lived mode CAs

You might be wondering, “How is the short-lived CA mode different from the general-purpose CA mode? I can already create certificates with a short validity period by using AWS Private CA.” The key difference between these two CA modes is cost. Short-lived CA mode is priced to better serve use cases where you reissue private certificates frequently, such as for certificate-based authentication (CBA).

With CBA, users can authenticate once and then seamlessly access resources, including Amazon WorkSpaces and Amazon AppStream 2.0, without re-entering their credentials. This use case demonstrates the security value of short-lived certificates. A short validity period for the certificate reduces the impact of a compromised certificate because the certificate can only be used for authentication during a small window before it’s automatically invalidated. This method of authentication is useful for customers who are looking to adopt a Zero Trust security strategy.

Before the release of the short-lived CA mode, using AWS Private CA for CBA could be cost prohibitive for some customers. This is because CBA needs a new certificate for each user at regular intervals, which can require issuing a high volume of certificates. The best practice for CBA is to use short-lived CA mode, which can issue certificates at a lower cost that can be used to authenticate a user and then expire shortly afterward.

Let’s take a closer look at the pricing models for the two CA modes that are available when you use AWS Private CA.

Pricing model comparison

You can issue short-lived certificates from both the general-purpose and short-lived CA modes of AWS Private CA. However, the general-purpose mode CAs incur a monthly charge of $400 per CA. The cost of issuing certificates from a general-purpose mode CA is based on the number of certificates that you issue per month, per AWS Region.

The following table shows the pricing tiers for certificates issued by AWS Private CA by using a general-purpose mode CA.

Number of private certificates created each month (per Region) Price (per certificate)
1–1,000 $0.75 USD
1,001–10,000 $0.35 USD
10,001 and above $0.001 USD

The short-lived mode CA will only incur a monthly charge of $50 per CA. The cost of issuing certificates from a short-lived mode CA is the same regardless of the volume of certificates issued: $0.058 per certificate. This pricing structure is more cost effective than general-purpose mode if you need to frequently issue new, short-lived certificates for a use case like certificate-based authentication. Figure 1 compares costs between modes at different certificate volumes.

Figure 1: Cost comparison of AWS Private CA modes

Figure 1: Cost comparison of AWS Private CA modes

It’s important to note that if you already issue a high volume of certificates each month from AWS Private CA, the short-lived CA mode might not be more cost effective than the general-purpose mode. Consider a customer who has one CA and issues 80,000 certificates per month using the general-purpose CA mode: This will incur a total monthly cost of $4,370. A breakdown of the total cost per month in this scenario is as follows.

1 private CA x 400 USD per month = 400 USD per month for operation of AWS Private CA

Tiered price for 80,000 issued certificates:
1,000 issued certificates x 0.75 USD = 750 USD
9,000 issued certificates x 0.35 USD = 3,150 USD
70,000 issued certificates x 0.001 USD = 70 USD
Total tier cost: 750 USD + 3,150 USD + 70 USD = 3,970 USD per month for certificates issued
400 USD for instances + 3,970 USD for certificate issued = 4,370 USD
Total cost (monthly): 4,370 USD

Now imagine that same customer chose to use a short-lived mode CA to issue the same number of private certificates. Although the cost per month of the short-lived mode CA instance is lower, the price of issuing short-lived certificates would still be greater than the 70,000 certificates issued at a cost of $0.001 with the general-purpose mode CA. The total cost of issuing this many certificates from a single short-lived mode CA is $4,690. A breakdown of the total cost per month in this scenario is as follows.

1 private CA x 50 USD per month = 50 USD per month for operation of AWS Private CA (short-lived CA mode)

Price for 80,000 issued certificates (short-lived CA mode):
80,000 issued certificates x 0.058 USD = 4,640 USD
50 USD for instances + 4,640 USD for certificate issued = 4,690 USD
Total cost (monthly): 4,690 USD

At very high volumes of certificate issuance, the short-lived CA mode is not as cost effective as the general-purpose CA mode. It’s important to consider the volume of certificates that your organization will be issuing when you decide which CA mode to use. Figure 1 shows the cost difference at various volumes of certificate issuance. This difference will vary based on the number of certificates issued, as well as the number of CAs that your organization used.

You should also evaluate the various use cases that your organization has for using private certificates. For example, private certificates that are used to terminate TLS traffic typically have a validity of a year or more, meaning that the short-lived CA mode could not facilitate this use case. The short-lived CA mode can only issue certificates with a validity of 7 days or less.

However, you can create multiple private CAs and select the appropriate certificate authority mode for each CA based on your requirements. We recommend that you evaluate your use cases and estimate your certificate volume when you consider which CA mode to use.

In general, you should use the new short-lived CA mode for use cases where you require certificates with a short validity period (less than 7 days) and you are not planning to issue more than 75,000 certificates per month. You should use the general-purpose CA mode for scenarios where you need to issue certificates with a validity period of more than 7 days, or when you need short-lived certificates but will be issuing very high volumes of certificates each month (for example, over 75,000).

Use cases

The short-lived certificate feature was initially developed for certificate-based authentication with Amazon WorkSpaces and Amazon AppStream 2.0. For a step-by-step guide on how to configure certificate-based authentication for Amazon Workspaces, see How to configure certificate-based authentication for Amazon WorkSpaces. However, there are other ways to get value from the AWS Private CA short-lived CA mode, which we will describe in the following sections.

IAM Roles Anywhere

For customers who use AWS Identity and Access Management (IAM) Roles Anywhere, you might want to reduce the time period for which a certificate can be used to retrieve temporary credentials to assume an IAM role. If you frequently issue X.509 certificates to servers outside of AWS for use with IAM Roles Anywhere, and you want to use short-lived certificates, the pricing model for short-lived CA mode will be more cost effective in most cases (see Figure 1).

Short-lived credentials are useful for administrative personas that have broad permissions to AWS resources. For instance, you might use IAM Roles Anywhere to allow an entity outside AWS to assume an IAM role with the AdministratorAccess AWS managed policy attached. To help manage the risk of this access pattern, we want the certificate to expire relatively quickly, which reduces the time period during which a compromised certificate could potentially be used to authenticate to a highly privileged IAM role.

Furthermore, IAM Roles Anywhere requires that you manually upload a certificate revocation list (CRL), and does not support the CRL and Online Certificate Status Protocol (OCSP) mechanisms that are native to AWS Private CA. Using short-lived certificates is a way to reduce the impact of a potential credential compromise without needing to configure revocation for IAM Roles Anywhere. The need for certificate revocation is greatly reduced if the certificates are only valid for a single day and can’t be used to retrieve temporary credentials to assume an IAM role after the certificate expires.

Mutual TLS between workloads

Consider a highly sensitive workload running on Amazon Elastic Kubernetes Service (Amazon EKS). AWS Private CA supports an open-source plugin for cert-manager, a widely adopted solution for TLS certificate management in Kubernetes, that offers a more secure CA solution for Kubernetes containers. You can use cert-manager and AWS Private CA to issue certificates to identify cluster resources and encrypt data in transit with TLS.

If you use mutual TLS (mTLS) to protect network traffic between Kubernetes pods, you might want to align the validity period of the private certificates with the lifetime of the pods. For example, if you rebuild the worker nodes for your EKS cluster each day, you can issue certificates that expire after 24 hours and configure your application to request a new short-lived certificate before the current certificate expires.

This enables resource identification and mTLS between pods without requiring frequent revocation of certificates that were issued to resources that no longer exist. As stated previously, this method of issuing short-lived certificates is possible with the general-purpose CA mode—but using the new short-lived CA mode makes this use case more cost effective for customers who issue fewer than 75,000 certificates each month.

Create a short-lived mode CA by using the AWS CLI

In this section, we show you how to use the AWS CLI to create a new private certificate authority with the usage mode set to SHORT_LIVED_CERTIFICATE. If you don’t specify a usage mode, AWS Private CA creates a general-purpose mode CA by default. We won’t use a form of revocation, because the short-lived CA mode makes revocation less useful. The certificates expire quickly as part of normal operations. For more examples of how to create CAs with the AWS CLI, see Procedure for creating a CA (CLI). For instructions to create short-lived mode CAs with the AWS console, see Procedure for creating a CA (Console).

This walkthrough has the following prerequisites:

  1. A terminal with the .aws configuration directory set up with a valid default Region, endpoint, and credentials. For information about configuring your AWS CLI environment, see Configuration and credential file settings.
  2. An AWS Identity and Access Management (IAM) user or role that has permissions to create a certificate authority by using AWS Private CA.
  3. A certificate authority configuration file to supply when you create the CA. This file provides the subject details for the CA certificate, as well as the key and signing algorithm configuration.

    Note: We provide an example CA configuration file, but you will need to modify this example to meet your requirements.

To use the create-certificate-authority command with the AWS CLI

  1. We will use the following ca_config.txt file to create the certificate authority. You will need to modify this example to meet your requirements.
    {
       "KeyAlgorithm":"RSA_2048",
       "SigningAlgorithm":"SHA256WITHRSA",
       "Subject":{
          "Country":"US",
          "Organization":"Example Corp",
          "OrganizationalUnit":"Sales",
          "State":"WA",
          "Locality":"Seattle",
          "CommonName":"Example Root CA G1"
       }
    }

  2. Enter the following command to create a short-lived mode root CA by using the parameters supplied in the ca_config.txt file.

    Note: Make sure that ca_config.txt is located in your current directory, or specify the full path to the file.

    aws acm-pca create-certificate-authority \
    --certificate-authority-configuration file://ca_config.txt \
    --certificate-authority-type "ROOT" \
    --usage-mode SHORT_LIVED_CERTIFICATE \
    --tags Key=usageMode,Value=SHORT_LIVED_CERTIFICATE

  3. Use the describe-certificate-authority command to view the status of your new root CA. The status will show Pending_Certificate, until you install a self-signed root CA certificate. You will need to replace the certificate authority Amazon Resource Name (ARN) in the following command with your own CA ARN.

    sh-4.2$ aws acm-pca describe-certificate-authority --certificate-authority-arn arn:aws:acm-pca:region:account:certificate-authority/CA_ID

    The output of this command is as follows:

    {
        "CertificateAuthority": {
            "Arn": "arn:aws:acm-pca:region:account:certificate-authority/CA_ID",
            "OwnerAccount": "account",
            "CreatedAt": "2022-11-02T23:12:46.916000+00:00",
            "LastStateChangeAt": "2022-11-02T23:12:47.779000+00:00",
            "Type": "ROOT",
            "Status": "PENDING_CERTIFICATE",
            "CertificateAuthorityConfiguration": {
                "KeyAlgorithm": "RSA_2048",
                "SigningAlgorithm": "SHA256WITHRSA",
                "Subject": {
                    "Country": "US",
                    "Organization": "Example Corp",
                    "OrganizationalUnit": "Sales",
                    "State": "WA",
                    "CommonName": "Example Root CA G1",
                    "Locality": "Seattle"
                }
            },
            "RevocationConfiguration": {
                "CrlConfiguration": {
                    "Enabled": false
                },
                "OcspConfiguration": {
                    "Enabled": false
                }
            },
            "KeyStorageSecurityStandard": "FIPS_140_2_LEVEL_3_OR_HIGHER",
            "UsageMode": "SHORT_LIVED_CERTIFICATE"
        }
    }

  4. Generate a certificate signing request for your root CA certificate by running the following command. Make sure to replace the certificate authority ARN in the command with your own CA ARN.

    aws acm-pca get-certificate-authority-csr \
    --certificate-authority-arn arn:aws:acm-pca:region:account:certificate-authority/CA_ID \
    --output text > ca.csr

  5. Using the ca.csr file from the previous step as the argument for the --csr parameter, issue the root certificate with the following command. Make sure to replace the certificate authority ARN in the command with your own CA ARN.

    aws acm-pca issue-certificate \
    --certificate-authority-arn arn:aws:acm-pca:region:account:certificate-authority/CA_ID \
    --csr fileb://ca.csr \
    --signing-algorithm SHA256WITHRSA \
    --template-arn arn:aws:acm-pca:::template/RootCACertificate/V1 \
    --validity Value=10,Type=YEARS

  6. The response will include the CertificateArn for the issued root CA certificate. Next, use your CA ARN and the certificate ARN provided in the response to retrieve the certificate by using the get-certificate CLI command, as follows.

    aws acm-pca get-certificate \
    --certificate-authority-arn arn:aws:acm-pca:region:account:certificate-authority/CA_ID \
    --certificate-arn arn:aws:acm-pca:region:account:certificate-authority/CA_ID/certificate/CERTIFICATE_ID \
    --output text > cert.pem

  7. Notice that we created a new file, cert.pem, that contains the certificate we retrieved in the previous command. We will import this certificate to our short-lived mode root CA by running the following command. Make sure to replace the certificate authority ARN in the command with your own CA ARN.

    aws acm-pca import-certificate-authority-certificate \
    --certificate-authority-arn arn:aws:acm-pca:region:account:certificate-authority/CA_ID \
    --certificate fileb://cert.pem

  8. Check the status of your short-lived mode CA again by using the describe-certificate-authority command. Make sure to replace the certificate authority ARN in the following command with your own CA ARN.

    sh-4.2$ aws acm-pca describe-certificate-authority \
    > --certificate-authority-arn arn:aws:acm-pca:region:account:certificate-authority/CA_ID \
    > --output json

    The output of this command is as follows:

    {
        "CertificateAuthority": {
            "Arn": "arn:aws:acm-pca:region:account:certificate-authority/CA_ID",
            "OwnerAccount": "account",
            "CreatedAt": "2022-11-02T23:12:46.916000+00:00",
            "LastStateChangeAt": "2022-11-02T23:39:23.482000+00:00",
            "Type": "ROOT",
            "Serial": "serial",
            "Status": "ACTIVE",
            "NotBefore": "2022-11-02T22:34:50+00:00",
            "NotAfter": "2032-11-02T23:34:50+00:00",
            "CertificateAuthorityConfiguration": {
                "KeyAlgorithm": "RSA_2048",
                "SigningAlgorithm": "SHA256WITHRSA",
                "Subject": {
                    "Country": "US",
                    "Organization": "Example Corp",
                    "OrganizationalUnit": "Sales",
                    "State": "WA",
                    "CommonName": "Example Root CA G1",
                    "Locality": "Seattle"
                }
            },
            "RevocationConfiguration": {
                "CrlConfiguration": {
                    "Enabled": false
                },
                "OcspConfiguration": {
                    "Enabled": false
                }
            },
            "KeyStorageSecurityStandard": "FIPS_140_2_LEVEL_3_OR_HIGHER",
            "UsageMode": "SHORT_LIVED_CERTIFICATE"
        }
    }

  9. Great! As shown in the output from the preceding command, the new short-lived mode root CA has a status of ACTIVE, meaning it can now issue certificates. This certificate authority will be able to issue end-entity certificates that have a validity period of up to 7 days, as shown in the UsageMode: SHORT_LIVED_CERTIFICATE parameter.

Conclusion

In this post, we introduced the short-lived CA mode that is offered by AWS Private CA, explained how it differs from the general-purpose CA mode, and compared the pricing models for both CA modes. We also provided some recommendations for choosing the appropriate CA mode based on your certificate issuance volume and use cases. Finally, we showed you how to create a short-lived mode CA by using the AWS CLI.

Get started using AWS Private CA, and consult the AWS Private CA User Guide for more details on the short-lived CA mode.

If you have feedback about this post, submit comments in the Comments section below. If you have questions about this post, start a new thread on the AWS Certificate Manager re:Post or contact AWS Support.

Want more AWS Security news? Follow us on Twitter.

Zach Miller

Zach Miller

Zach is a Senior Security Specialist Solutions Architect at AWS. His background is in data protection and security architecture, focused on a variety of security domains, including cryptography, secrets management, and data classification. Today, he is focused on helping enterprise AWS customers adopt and operationalize AWS security services to increase security effectiveness and reduce risk.

Rushir Patel

Rushir Patel

Rushir is a Senior Security Specialist at AWS focused on data protection and cryptography services. His goal is to make complex topics simple for customers and help them adopt better security practices. Prior to AWS, he worked in security product management, engineering, and operations roles.

Trevor Freeman

Trevor Freeman

Trevor is an innovative and solutions-oriented Product Manager at Amazon Web Services, focusing on AWS Private CA. With over 20 years of experience in software and service development, he became an expert in Cloud Services, Security, Enterprise Software, and Databases. Being adept in product architecture and quality assurance, Trevor takes great pride in providing exceptional customer service.

How to Connect Business and Technology to Embrace Strategic Thinking (Book Review)

Post Syndicated from Danilo Poccia original https://aws.amazon.com/blogs/aws/how-to-connect-business-and-technology-to-embrace-strategic-thinking-book-review/

The Value Flywheel Effect: Power the Future and Accelerate Your Organization to the Modern Cloud
by David Anderson with Mark McCann and Michael O’Reilly

With this post, I’d like to share a new book that got my attention. It’s a book at the intersection of business, technology, and people. This is a great read for anyone who wants to understand how organizations can evolve to maximize the business impact of new technologies and speed up their internal processes.

The Value FlyWheel Effect book with David Anderson and Danilo Poccia

Last year at re:Invent, I had the opportunity to meet David Anderson. As Director of Technology at Liberty Mutual, he drove the technology change when the global insurance company, founded in 1912, moved its services to the cloud and adopted a serverless-first strategy. He created an environment where experimentation was normal, and software engineers had time and space to learn. This worked so well that, at some point, he had four AWS Heroes in his extended team.

A few months before, I heard that David was writing a book with Mark McCann and Michael O’Reilly. They all worked together at Liberty Mutual, and they were distilling their learnings to help other organizations implement a similar approach. The book was just out when we met, and I was curious to learn more, starting from the title. We met in the expo area, and David was kind enough to give me a signed copy of the book.

The book is published by IT Revolution, the same publisher behind some of my favorite books such as The Phoenix Project, Team Topologies, and Accelerate. The book is titled The Value Flywheel Effect because when you connect business and technology in an organization, you start to turn a flywheel that builds momentum with each small win.

The Value Flywhell
The four phases of the Value Flywheel are:

  1. Clarity of Purpose – This is the part where you look at what is really important for your organization, what makes your company different, and define your North Star and how to measure your distance from it. In this phase, you look at the company through the eyes of the CEO.
  2. Challenge & Landscape – Here you prepare the organization and set up the environment for the teams. We often forget the social aspect of technical teams and great focus is given here on how to set up the right level of psychological safety for teams to operate. This phase is for engineers.
  3. Next Best Action – In this phase, you think like a product leader and plan the next steps with a focus on how to improve the developer experience. One of the key aspects is that “code is a liability” and the less code you write to solve a business problem, the better it is for speed and maintenance. For example, you can avoid some custom implementations and offload their requirements to capabilities offered by cloud providers.
  4. Long-Term Value – This is the CTO perspective, looking at how to set up a problem-preventing culture with well-architected systems and a focus on observability and sustainability. Sustainability here is not just considering the global environment but also the teams and the people working for the organization.

As you would expect from a flywheel, you should iterate on these four phases so that every new spin gets easier and faster.

Wardley Mapping
One thing that I really appreciate from the book is how it made it easy for me to use Wardley mapping (usually applied to a business context) in a technical scenario. Wardley maps, invented by Simon Wardley, provide a visual representation of the landscape in which a business operates.

Each map consists of a value chain, where you draw the components that your customers need. The components are connected to show how they depend on each other. The position of the components is based on how visible they are to customers (vertical) and their evolution status from genesis to being a product or a commodity (horizontal). Over time, some components evolve from being custom-built to becoming a product or being commoditized. This displays on the map with a natural movement to the right as things evolve. For example, data centers were custom-built in the past, but then they became a standard product, and cloud computing made them available as a commodity.

Wardley mapping – Basic elements of a map

Basic elements of a map – Provided courtesy of Simon Wardley, CC BY-SA 4.0.

With mapping, you can more easily understand what improvements you need and what gaps you have in your technical solution. In this way, engineers can identify which components they should focus on to maximize their impact and what parts are not strategic and can be offloaded to a SaaS solution. It’s a sort of evolutionary architecture where mapping gives a way to look ahead at how the system should evolve over time and where inertia can slow down the evolution of part of the system.

Sometimes it seems the same best practices apply everywhere but this is not true. An advantage of mapping is that it helps identify the best team and methodology to use based on a component evolution status as described by its horizontal position on a map. For example, an “explorer” attitude is best suited for components in their genesis or being custom built, a “villager” works best on products, and when something becomes a commodity you need a “town planner.”

More Tools and Less Code
The authors look at many available tools and frameworks. For example, the book introduces the North Star Framework, a way to manage products by first identifying their most important metric (the North Star), and Gojko Adzic‘s Impact Mapping, a collaborative planning technique that focuses on leading indicators to help teams make a big impact with their software products. By the way, Gojko is also an AWS Serverless Hero.

Another interesting point is how to provide engineers with the necessary time and space to learn. I specifically like how internal events are called out and compared to public conferences. In internal events, engineers have a chance to use a new technology within their company environment, making it easier to demonstrate what can be done with all the limits of an actual scenario.

Finally, I’d like to highlight this part that clearly defines what the book intends by the statements, “code is a liability”:

“When you ask a software team to build something, they deliver a system, not lines of code. The asset is not the code; the asset is the system. The less code in the system, the less overhead you have bought. Some developers may brag about how much code they’ve written, but this isn’t something to brag about.”

This is not a programming book, and serverless technologies are used as examples of how you can speed up the flywheel. If you are looking for a technical deep dive on serverless technologies, you can find more on Serverless Land, a site that brings together the latest information and learning resources for serverless computing, or have a look at the Serverless Architectures on AWS book.

Now that every business is a technology business, The Value Flywheel Effect is about how to accelerate and transform an organization. It helps set the right environment, purpose, and stage to modernize your applications as you adopt cloud computing and get the benefit of it.

You can meet David, Mark, and Michael at the Serverless Edge, where a team of engineers, tech enthusiasts, marketers, and thought leaders obsessed with technology help learn and communicate how serverless can transform a business model.

— Danilo

How to create custom health checks for your Amazon EC2 Auto Scaling Fleet

Post Syndicated from Sheila Busser original https://aws.amazon.com/blogs/compute/how-to-create-custom-health-checks-for-your-amazon-ec2-auto-scaling-fleet/

This blog post is written by Gaurav Verma, Cloud Infrastructure Architect, Professional Services AWS.

Amazon EC2 Auto Scaling helps you maintain application availability and lets you automatically add or remove Amazon Elastic Compute Cloud (Amazon EC2) instances according to the conditions that you define. You can use dynamic and predictive scaling to scale-out and scale-in EC2 instances. Auto Scaling helps to maintain the self-healing Amazon EC2 environment for an application where Auto Scaling can use the status of Amazon EC2 health checks to determine if an instance is faulty and needs replacement. Amazon EC2 Auto Scaling provides three types of health checks, which are discussed below.

EC2 Status check: AWS provides two types of health checks for EC2 instances: System status check and instance status check. System status checks monitor the AWS system on which an instance is running. If the problem is with underlying system, AWS will fix the problem. Instance status check monitors the software and network configuration of an instance. If the instance status check fails, then you can fix the problem by following the steps in the troubleshoot instances with failed status checks documentation.

Elastic Load Balancer Health Check: Auto Scaling groups are generally connected to Elastic Load Balancers (ELB). ELB provides the application-level health check by monitoring the endpoint (a webpage, or a health page in a web application) of an application. ELB health check monitors the application and marks the instance unhealthy if there is no response from an instance in the configured time.

Custom Health Check: You can use custom health checks to mark any instance as unhealthy if the instance fails for the check you define. Custom health checks can be used to implement various user requirements, such as the presence of instance tags added upon completion of a required workflow. The user data script is executed at instance boot time, and it can perform additional investigation into whether or not the user requirements are met before confirming that the instance is ready to accept load. For example, this approach could be used to confirm that the instance was successfully integrated with other parts of a complex application stack.

In some cases, a customer may add multiple checks either in the Amazon EC2 AMI or in the boot sequence to keep the instance secure and compliant. These checks can increase the boot time for the EC2 instance, and they can reboot the EC2 instance multiple times before an instance can be marked as compliant. Therefore, in some cases, an EC2 instance boot period can take forty to fifty minutes or longer.

If an EC2 instance isn’t marked as healthy within a defined time, Auto Scaling will mark an instance unhealthy, even though the instance wasn’t yet ready for evaluation. Custom health checks can help manage these situations. You can write the Amazon EC2 user data script to perform the custom health check and force Auto Scaling to wait until the instance is truly healthy (i.e., functional, secure, and compliant).

This blog describes a method to write a custom health check. We write an Amazon EC2 user data script to perform the custom health check and automate it for future EC2 instances in the Auto Scaling group. This script can wait for an instance to successfully complete the boot process and then mark the instance as healthy.

Prerequisites

You must have an AWS Identity and Access Management (IAM) role for Amazon EC2 with an Auto Scaling policy, which has these two actions allowed for the Auto Scaling group:

autoscaling:CompleteLifecycleAction

autoscaling:RecordLifecycleActionHeartbeat

Furthermore, we use the Amazon EC2 Auto Scaling lifecycle hooks. Lifecycle hooks let you create a solutions that are aware of events in Auto Scaling instance lifecycle, and then perform a custom action on instances when the lifecycle event occurs. As mentioned previously, typically a custom health check is needed when determining the workload readiness of an instance would be longer than the usual boot time for an EC2 instance that Auto Scaling assumes. Therefore, we utilize lifecycle hooks to keep the checks running until the instance is marked healthy.

Create custom health check

Let’s look at an example where an instance can only be marked as healthy if the instance has a tag with the key “Compliance-Check” and value “Successful”. Until this tag is both (a) present and (b) carries the value “Successful”, the instance shouldn’t be marked as “InService”.

  1. Create the Auto Scaling launch template for Amazon EC2 Auto Scaling. Name your Launch template “test”. In the additional configuration for user data, use this shell script as text.

The Following script will install the AWS Command Line Interface (AWS CLI) to interact with the AWS tagging and Auto Scaling APIs. Then, the script will run the while loop until the instance has a tag with the key “Compliance-Check” and value “Successful”. Once the instance has a tag, it will mark the instance as healthy and the instance will move into the “InService” state.

#!/bin/bash
curl "https://awscli.amazonaws.com/awscli-exe-linux-x86_64.zip" -o "awscliv2.zip"
unzip awscliv2.zip
sudo ./aws/install
#get instance id
instance=$(curl http://169.254.169.254/latest/meta-data/instance-id)

#Checking instance status
while true
do
readystatus=$(aws ec2 describe-instances --instance-ids $instance --filters "Name=tag: Compliance-Check,Values= Successful" |grep -i $instance)
if [[ $readystatus = *"InstanceId"* ]]; then
        echo $readystatus >> /home/ec2-user/user-script-output.txt
        aws autoscaling set-instance-health --instance-id $instance --health-status Healthy
        aws autoscaling complete-lifecycle-action --lifecycle-action-result CONTINUE --instance-id $instance --lifecycle-hook-name test --auto-scaling-group-name my-asg
        break 
else
	aws autoscaling set-instance-health --instance-id $instance --health-status Unhealthy
	sleep 5  
fi

done
  1. Create an Amazon EC2 Auto Scaling group using the AWS CLI with the “test” launch template that you just created and a predefined lifecycle hook. First, create a JSON file “config.json” in a system where you will run the AWS command to create the Auto Scaling group.
{
    "AutoScalingGroupName": "my-asg",
    "LaunchTemplate": {"LaunchTemplateId": "lt-1234567890abcde12"} ,
    "MinSize": 2,
    "MaxSize": 4,
    "DesiredCapacity": 2,
    "VPCZoneIdentifier": "subnet-12345678, subnet-90123456",
    "NewInstancesProtectedFromScaleIn": true,
    "LifecycleHookSpecificationList": [
        {
            "LifecycleHookName": "test",
            "LifecycleTransition": "autoscaling:EC2_INSTANCE_LAUNCHING",
            "HeartbeatTimeout": 300,
            "DefaultResult": "ABANDON"
        }
    ],
    "Tags": [
        {
            "ResourceId": "my-asg",
            "ResourceType": "auto-scaling-group",
            "Key": "Compliance-Check",
            "Value": "UnSuccessful",
            "PropagateAtLaunch": true
        }
    ]
}

To create the Auto Scaling group with the AWS CLI, you must run the following command at the same location where you saved the preceding JSON file. Make sure to replace the relevant subnets that you intend to use in the VPCZoneIdentifier.

>> aws autoscaling create-auto-scaling-group –cli-input-json file://config.json

This command will create the Auto Scaling group with a configuration defined in the JSON file. This Auto Scaling group should have two instances and a lifecycle hook called “test” with a 300 second wait period at the time of launch of an instance.

Tests

Now is the time to test the newly-created instances with a custom health check. Instances in Auto Scaling should be in the “Pending:Wait” stage, not the “InService” stage. Instances will be in this stage for approximately five minutes because we have a lifecycle hook time of 300 seconds in the config.json file.

If the workload readiness evaluation takes more than 300 seconds in your environment, then you can increase the lifecycle hook period to as long as 7200 seconds.

Change the tag value for one instance from “UnSuccessful” to “Successful”. If you’ve changed the tag within the five minutes of instances creation, then the instance should be in the “InService” state and marked as healthy.

Change Compliance-Check value from "UnSuccessful" to "Successful".

This test is a simulation of the situation where the health check of an instance depends on the tag values, and the tag values are only updated if the instance passes all of the checks as per the organization standards. Here we change the tag value manually, but in a real use case scenario, this value would be changed by the booting process when instances are marked as compliant.

Another test case could be that an instance should be marked as healthy if it’s added to the configuration management database, but not before that. For these checks, you can use the API with the curl command and look for the desired result. An example to call an API is in the above script, where it calls the AWS API to get the instance ID.

In case your custom health check script needs more than 7200 seconds, you can use this command to increase the lifecycle hook time:

>> aws autoscaling record-lifecycle-action-heartbeat –lifecycle-hook-name <lh_
name> –auto-scaling-group-name <asg_name> –instance-id <instance_id>

This command will give you the extra time equal to the time that you have configured in the life cycle hook.

Cleanup

Once you successfully test the solution, to avoid ongoing charges for resources you created, you should delete the resources.

To delete the Amazon EC2 Auto Scaling group, run the following command:

aws autoscaling delete-auto-scaling-group --auto-scaling-group-name my-asg

To delete the launch template, run the following command:

aws ec2 delete-launch-template --launch-template-id lt-1234567890abcde12

Delete the role and policy as well if you no longer need it.

Conclusion

EC2 Auto Scaling custom health checks are useful when system or instance health is insufficient, and you want instances to be marked as healthy only after additional checks. Typically, because of these different checks, the Amazon EC2 boot period can be longer than usual, and this may impact the scale-out process when an application needs more resources.

You can start by exploring EC2 Auto Scaling warm pools for these environments. You can keep the healthy marked instances in the warm pool in the Stopped stage. Then, these instances can be brought into the main pool at the time of scale-out without spending time on the boot process and lengthy health check. If you enable scale-in protection, then these healthy instances can move back to the warm pool at the time of scale-in rather than being terminated altogether.

Scaling an ASG using target tracking with a dynamic SQS target

Post Syndicated from Sheila Busser original https://aws.amazon.com/blogs/compute/scaling-an-asg-using-target-tracking-with-a-dynamic-sqs-target/

This blog post is written by Wassim Benhallam, Sr Cloud Application Architect AWS WWCO ProServe, and Rajesh Kesaraju, Sr. Specialist Solution Architect, EC2 Flexible Compute.

Scaling an Amazon EC2 Auto Scaling group based on Amazon Simple Queue Service (Amazon SQS) is a commonly used design pattern in decoupled applications. For example, an EC2 Auto Scaling Group can be used as a worker tier to offload the processing of audio files, images, or other files sent to the queue from an upstream tier (e.g., web tier). For latency-sensitive applications, AWS guidance describes a common pattern that allows an Auto Scaling group to scale in response to the backlog of an Amazon SQS queue while accounting for the average message processing duration (MPD) and the application’s desired latency.

This post builds on that guidance to focus on latency-sensitive applications where the MPD varies over time. Specifically, we demonstrate how to dynamically update the target value of the Auto Scaling group’s target tracking policy based on observed changes in the MPD. We also cover the utilization of Amazon EC2 Spot instances, mixed instance policies, and attribute-based instance selection in the Auto Scaling Groups as well as best practice implementation to achieve greater cost savings.

The challenge

The key challenge that this post addresses is applications that fail to honor their acceptable/target latency in situations where the MPD varies over time. Latency refers here to the time required for any queue message to be consumed and fully processed.

Consider the example of a customer using a worker tier to process image files (e.g., resizing, rescaling, or transformation) uploaded by users within a target latency of 100 seconds. The worker tier consists of an Auto Scaling group configured with a target tracking policy. To achieve the target latency mentioned previously, the customer assumes that each image can be processed in one second, and configures the target value of the scaling policy so that the average image backlog per instance is maintained at approximately 100 images.

In the first week, the customer submits 1000 images to the Amazon SQS queue for processing, each of which takes one second of processing time. Therefore, the Auto Scaling group scales to 10 instances, each of which processes 100 images in 100s, thereby honoring the target latency of 100s.

In the second week, the customer submits 1000 slightly larger images for processing. Since an image’s processing duration scales with its size, each image takes two seconds to process. As in the first week, the Auto Scaling group scales to 10 instances, but this time each instance processes 100 images in 200s, which is twice as long as was needed in the first round. As a result, the application fails to process the latter images within its acceptable latency.

Therefore, the challenge is common to any latency-sensitive application where the MPD is subject to change. Applications where the processing duration scales with input data size are particularly vulnerable to this problem. This includes image processing, document processing, computational jobs, and others.

Solution overview

Before we dive into the solution, let’s briefly review the target tracking policy’s scaling metric and its corresponding target value. A target tracking scaling policy works by adjusting the capacity to keep a scaling metric at, or close to, the specified target value. When scaling in response to an Amazon SQS backlog, it’s good practice to use a scaling metric known as the Backlog Per Instance (BPI) and a target value based on the acceptable BPI. These are computed as follows:

BPI equation, Saling metric and target value.

Given the acceptable BPI equation, a longer MPD requires us to use a smaller target value if we are to process these messages in the same acceptable latency, and vice versa. Therefore, the solution we propose here works by monitoring the average MPD over time and dynamically adjusting the target value of the Auto Scaling group’s target tracking policy (acceptable BPI) based on the observed changes in the MPD. This allows the scaling policy to adapt to variations in the average MPD over time, and thus enables the application to honor its acceptable latency.

Solution architecture

To demonstrate how the approach above can be implemented in practice, we put together an example architecture highlighting the services involved (see the following figure). We also provide an automated deployment solution for this architecture using an AWS Serverless Application Model (AWS SAM) template and some Python code (repository link). The repository also includes a README file with detailed instructions that you can follow to deploy the solution. The AWS SAM template deploys several resources, including an autoscaling group, launch template, target tracking scaling policy, an Amazon SQS queue, and a few AWS Lambda functions that serve various functions described as follows.

The Amazon SQS queue is used to accumulate messages intended for processing, while the Auto Scaling group instances are responsible for polling the queue and processing any messages received. To do this, a launch template defines a bootstrap script that allows the group’s instances to download and execute a Python code when first launched. The Python code consumes messages from the Amazon SQS queue and simulates their processing by sleeping for the MPD duration specified in the message body. After processing each message, the instance publishes the MPD as an Amazon CloudWatch metric (see the following figure).

Figure 1: Architecture diagram showing the components deployed by the AWS SAM template. These include an SQS queue, an Auto Scaling group responsible for polling and processing queue messages, a Lambda function that regularly updates the BPI CloudWatch metric, and a “Target Setter” Lambda function that regularly updates the Auto Scaling group’s target tracking scaling policy.

Figure 1: Architecture diagram showing the components deployed by the AWS SAM template.

To enable scaling, the Auto Scaling group is configured with a target tracking scaling policy that specifies BPI as the scaling metric and with an initial target value provided by the user.

The BPI CloudWatch metric is calculated and published by the “Metric-Publisher” Lambda function which is invoked every one minute using an Amazon EventBridge rate expression. To calculate BPI, the Lambda function simply takes the ratio of the number of messages visible in the Amazon SQS queue by the total number of in-service instances in the Auto Scaling group, as shown in equation (2) above.

On the other hand, the scaling policy’s target value is updated by the “Target-Setter” Lambda function, which is invoked every 30 minutes using another EventBridge rate expression. To calculate the new target value, the Lambda function simply takes the ratio of the user-defined acceptable latency value by the current average MPD queried from the corresponding CloudWatch metric, as shown in the previous equation (1).

Finally, to help you quickly test this solution, a Lambda function “Testing Lambda” is also provided and can be used to send messages to the Amazon SQS queue with a processing duration of your choice. This is specified within each message’s body. You can invoke this Lambda function with different MPDs (by modifying the corresponding environment variable) to verify how the Auto Scaling group scales in response. A CloudWatch dashboard is also deployed to enable you to track key scaling metrics through time. These include the number of messages visible in the queue, the number of in-service instances in the Auto Scaling group, the MPD, and BPI vs acceptable BPI.

Solution testing

To demonstrate the solution in action and its impact on application latency, we conducted two tests that you can reproduce by following the instructions described in the “Testing” section of the repository’s README file (repository link). In both tests, we assume a hypothetical application with a target latency of 300s. We also modified the invocation frequency of the “Target Setter” Lambda function to one minute to quickly assess the impact of target value changes. In both tests, we submit 50 messages to the Amazon SQS queue through the provided helper lambda. An MPD of 25s and 50s was used for the first and second test, respectively. The provided CloudWatch dashboard shows that the ASG scales to a total of four instances in the first test, and eight instances in the second (see the following figure). See README file for a detailed description of how various metrics evolve over time.

Comparison of Tests 1 and 2

Since Test 2 messages take twice as long to process, the Auto Scaling group launched twice as many instances to attempt to process all of the messages in the same amount of time as Test 1 (latency). The following figure shows that the total time to process all 50 messages in Test 1 was 9 mins vs 10 mins in Test 2. In contrast, if we were to use a static/fixed acceptable BPI of 12, then a total of four instances would have been operational in Test 2, thereby requiring double the time of Test 1 (~20 minutes) to process all of the messages. This demonstrates the value of using a dynamic scaling target when processing messages from Amazon SQS queues, especially in circumstances where the MPD is prone to vary with time.

Figure 2: CloudWatch dashboard showing Auto Scaling group scaling test results (Test 1 and 2). Although Test 2 messages require double the MPD of Test 1 messages, the Auto Scaling group processed Test 2 messages in the same amount of time as Test 1 by launching twice as many instances.

Figure 2: CloudWatch dashboard showing Auto Scaling group scaling test results (Test 1 and 2).

Recommended best practices for Auto Scaling groups

This section highlights a few key best practices that we recommend adopting when deploying and working with Auto Scaling groups.

Reducing cost using EC2 Spot instances

Amazon SQS helps build loosely coupled application architectures, while providing reliable asynchronous communication between the various layers/components of an application. If a worker node fails to process a message within the Amazon SQS message visibility time-out, then the message is returned to the queue and another worker node can pick up and process that message. This makes Amazon SQS-backed applications fault-tolerant by design and thus a great fit for EC2 Spot instances. EC2 spot instances are spare compute capacity in the AWS cloud that is available to you at steep discounts as compared to On-Demand prices.

Maximizing capacity using attribute-based instance selection

With the recently released attribute-based instance selection feature, you can define infrastructure requirements based on application needs such as vCPU, RAM, and processor family (e.g., x86, ARM). This removes the need to define specific instances in your Auto Scaling group configuration, and it eliminates the burden of identifying the correct instance families and sizes. In addition, newly released instance types will be automatically considered if they fit your requirements. Attribute-based instance selection lets you tap into hundreds of different EC2 instance pools, which increases the chance of getting EC2 (Spot/On-demand) instances. When using attribute-based instance selection with the capacity optimized allocation strategy, Amazon EC2 allocates instances from deeper Spot capacity pools, thereby further reducing the chance of Spot interruption.

The following sample configuration creates an Auto Scaling group with attribute-based instance selection:

AutoScalingGroupName: 'my-asg' # [REQUIRED] 
MixedInstancesPolicy:
  LaunchTemplate:
    LaunchTemplateSpecification:
      LaunchTemplateId: 'lt-0537239d9aef10a77'
    Overrides:
    - InstanceRequirements:
        VCpuCount: # [REQUIRED] 
          Min: 2
          Max: 4
        MemoryMiB: # [REQUIRED] 
          Min: 2048
  InstancesDistribution:
    SpotAllocationStrategy: 'capacity-optimized'
MinSize: 0 # [REQUIRED] 
MaxSize: 100 # [REQUIRED] 
DesiredCapacity: 4
VPCZoneIdentifier: 'subnet-e76a128a,subnet-e66a128b,subnet-e16a128c'

Conclusion

As can be seen from the test results, this approach demonstrates how an Auto Scaling group can honor a user-provided acceptable latency constraint while accomodating variations in the MPD over time. This is possible because the average MPD is monitored and regularly updated as a CloudWatch metric. In turn, this is continously used to update the target value of the group’s target tracking policy. Moreover, we have covered additional Auto Scaling group best practices suitable for this use case, including the use of Spot instances to reduce costs and attribute-based instance selection to simplify the selection of relevant instance types.

For more information on scaling options for Auto Scaling groups, visit the Amazon EC2 Auto Scaling documentation page and the SQS-based scaling guide.

How to choose between CoIP and Direct VPC routing modes on AWS Outposts rack

Post Syndicated from Sheila Busser original https://aws.amazon.com/blogs/compute/how-to-choose-between-coip-and-direct-vpc-routing-modes-on-aws-outposts-rack/

This blog post is written by Sumit Menaria, Senior Hybrid Solutions Architect AWS WWSO Core Services.

AWS Outposts Rack is a fully-managed service that extends AWS infrastructure, services, APIs, and tools to customer premises. By providing local access to AWS managed infrastructure and services, Outposts rack enables customers to build and run applications on premises using the same programming interfaces as in AWS Regions, while using local compute and storage resources for low latency, local data processing, and data residency needs.

There are various data sources on premises that you might want to connect from your Outpost. These sources can include field devices, on-premises databases, mainframes, storage arrays, or end users. Each Outpost supports a single Local Gateway (LGW) construct, which enables connectivity from your Outpost subnets to an on-premises network. Note that this post is specific to Outposts racks and a different method of local communication is used for AWS Outposts servers.

Two different options for facilitating communication between your Outpost based resources and on-premises network: Direct VPC routing and customer-owned IP pool. Both of these are mutually exclusive options, and routing works differently based on your choice of the mode. The two modes are the attributes of the LGW route table that your Outpost subnets’ VPC is associated with, which specifies the communication mode for the Outpost subnets.

Direct VPC routing mode

Direct VPC routing uses the private IP address of the instances in the VPC CIDR block to facilitate communication with your on-premises network. These addresses are advertised to your on-premises network with Border Gateway Protocol (BGP). Advertisement via BGP is only for the private IP addresses that belong to the subnets on your Outpost and have a route pointing to the LGW via the subnet’s route table. This type of routing is the default mode for Outposts Rack. In this mode, the LGW doesn’t perform Network Address Translation (NAT) for instances. Furthermore, you don’t have to assign an Elastic IP address to your Amazon Elastic Compute Cloud (Amazon EC2) instance from a (CoIP) to enable communication with your on-premises resources.

A diagram showing how an EC2 instance on an Outpost communicates with on-premises network using direct VPC routing mode

In this diagram, when the instance Y wants to communicate with an on-premises server, it traverses the LGW and can talk to the on-premises server using its source address (10.0.1.11) in the Subnet CIDR range (10.0.1.0/24) that is advertised over BGP from the LGW to the Customer Network Device. Similarly when the on-premises server wants to initiate communication with the Outpost based EC2 instance, it uses the instance’s private IP address (10.0.1.11) as the destination IP address to set up the connection.

CoIP mode

Utilizing CoIP mode means that you must provide a separate IP address range from your on-premises IP space for AWS to create an address pool, known as a CoIP. With CoIP, when an Outpost based resources, such as EC2 instances, Application Load Balancer (ALB), or Amazon Relational Database Service (Amazon RDS) instances, need to communicate to your on-premises network, the Local Gateway will perform 1:1 NAT from the resource’s private IP address from the Outpost subnet range to an IP address from the CoIP pool. The subnet-to-CoIP address mapping is done by assigning an Elastic IP (EIP) from the CoIP address range allocated for resources such as EC2 instances. To enable the communication with the CoIP pool from the on-premises network, and then the LGW advertises the CoIP pool through BGP over its peering with the Customer Network Device.

A diagram showing how an EC2 instance on an Outpost communicates with on-premises network using CoIP mode

In this diagram, when the instance Y wants to talk to an on-premises server, the traffic traverses the LGW and the source IP address (10.0.1.11) of the instance gets translated to an IP address (192.168.0.11) in the CoIP range that is associated with the instance. Similarly, when the on-premises server initiates the communication, the request will be sent with the CoIP address (192.168.0.11) of the instance as the destination IP address. This will be changed to the instance’s private IP address (10.0.1.11) via NAT at the LGW. The CoIP pool (192.168.0.0/26) is advertised via BGP to the Customer Network Device to provide the route to the on-premises environment for reaching the Outpost based resources.

When to choose CoIP routing mode

CoIP is particularly useful when you want to isolate your Outpost based workloads from the on-premises infrastructure and only need specific resources on the Outpost to be able to communicate to the on-premises infrastructure. This is useful in situations where large enterprise networks have hundreds of IP pools allocated and there is a high chance of overlap between IP addresses allocated to Outpost based VPCs/Subnets and those allocated to on-premises infrastructure. Furthermore, CoIP can act as another layer of security, as you may choose to allocate the CoIP addresses to only the resources which must communicate with the on-premises network. Then you can allocate for the rest of them using the subnet private IP address range for communication within the Outpost or Region based resources.

This means that you don’t need to have the number of IPs in the CoIP pool be equal to the number of resources on your Outpost. For example, you may choose to configure a /26 CoIP range and a /22 pool for subnets to meet your workload requirements.

CoIP mode can also be useful when using an external ALB on Outpost and you want to make it routable through the local internet connectivity. By using a smaller internet routable CoIP address range assignment for your external ALB, you can route traffic to the ALB on the Outpost without needing to traverse through the internet gateway (IGW) in the parent Region.

When to choose Direct VPC routing mode

You can choose Direct VPC routing if you don’t want the operational overhead of managing the additional IP pools for NAT between your Outpost based resources and on-premises network. There are also few applications which may not work well if there is an NAT of IPs between the two endpoints communicating with each other. Some examples you may see are Active Directory communication with on-premises based servers, or iSCSI mount of your instances as an additional storage to on-premises Storage Area Network (SAN). These applications may not work or may need additional tuning if they encounter NATed IP addresses between an Outpost based client on an EC2 instance and on-premises based server for a two-way communication.

When Direct VPC routing mode is used, multiple VPCs can be associated to an Outpost LGW route table, and the Outpost subnets with the LGW as the route target, are automatically advertised to the on-premises network through BGP. Therefore, you must make sure that appropriate IP planning is in place to avoid any overlap of the Outpost VPC/Subnet IP range with the on-premises IP range, as they are directly advertised from LGW toward the Customer Network Device. Having overlapping IP subnets in your network can lead to undesired effects on your application connectivity and you must pay special attention when allocating IP pools for your on-premises and Outpost based VPC address space. You can use Amazon VPC IP Address Manager (IPAM) to plan the IP space of your VPCs and CoIP pools, as well as add on-premises based IP Pools using manual allocation.

Conclusion

You can select either Direct VPC routing or CoIP mode for routing through an Outpost Local Gateway. Since this selection affects the routing for all of the subnets on your Outpost associated with the LGW route table, it should be selected based on your workload requirements and existing IP infrastructure planning. You can also change the LGW route table mode at a later stage. However, that involves network disruption and the creation of a new LGW route table. To learn more about Outposts Racks routing, visit the LGW Route table documentation.