Tag Archives: Customer Solutions

Tenant portability: Move tenants across tiers in a SaaS application

Post Syndicated from Aman Lal original https://aws.amazon.com/blogs/architecture/tenant-portability-move-tenants-across-tiers-in-a-saas-application/

In today’s fast-paced software as a service (SaaS) landscape, tenant portability is a critical capability for SaaS providers seeking to stay competitive. By enabling seamless movement between tiers, tenant portability allows businesses to adapt to changing needs. However, manual orchestration of portability requests can be a significant bottleneck, hindering scalability and requiring substantial resources. As tenant volumes and portability requests grow, this approach becomes increasingly unsustainable, making it essential to implement a more efficient solution.

This blog post delves into the significance of tenant portability and outlines the essential steps for its implementation, with a focus on seamless integration into the SaaS serverless reference architecture. The following diagram illustrates the tier change process, highlighting the roles of tenants and admins, as well as the impact on new and existing services in the architecture. The subsequent sections will provide a detailed walkthrough of the sequence of events shown in this diagram.

Incorporating tenant portability within a SaaS serverless reference architecture

Figure 1. Incorporating tenant portability within a SaaS serverless reference architecture

Why do we need tenant portability?

  • Flexibility: Tier upgrades or downgrades initiated by the tenant help align with evolving customer demand, preferences, budget, and business strategies. These tier changes generally alter the service contract between the tenant and the SaaS provider.
  • Quality of service: Generally initiated by the SaaS admin in response to a security breach or when the tenant is reaching service limits, these incidents might require tenant migration to maintain service level agreements (SLAs).

High-level portability flow

Tenant portability is generally achieved through a well-orchestrated process that ensures seamless tier transitions. This process comprises of the following steps:

High-level tenant portability flow

Figure 2. High-level tenant portability flow

  1. Port identity stores: Evaluate the need for migrating the tenant’s identity store to the target tier. In scenarios where the existing identity store is incompatible with the target tier, you’ll need to provision a new destination identity store and administrative users.
  2. Update tenant configuration: SaaS applications store tenant configuration details such as tenant identifier and tier that are required for operation.
  3. Resource management: Initiate deployment pipelines to provision resources in the target tier and update infrastructure-tenant mapping tables.
  4. Data migration: Migrate tenant data from the old tier to the newly provisioned target tier infrastructure.
  5. Cutover: Redirect tenant traffic to the new infrastructure, enabling zero-downtime utilization of updated resources.

Consideration walkthrough

We’ll now delve into each step of the portability workflow, highlighting key considerations for a successful implementation.

1. Port identity stores

The key consideration for porting identity is migrating user identities while maintaining a consistent end-user experience, without requiring password resets or changes to user IDs.

Create a new identity store and associated application client that the frontend can use; after that, we’ll need a mechanism to migrate users. In the reference architecture using Amazon Cognito, a silo refers to each tenant having its own user pool, while a pool refers to multiple tenants sharing a user pool through user groups.

To ensure a smooth migration process, it’s important to communicate with users and provide them with options to avoid password resets. One approach is to notify users to log in before a deadline to avoid password resets. Employ just-in-time migration, enabling password retention during login for uninterrupted user experience with existing passwords.

However, this requires waiting for all users to migrate, potentially leading to a prolonged migration window. As a complementary measure, after the deadline, the remaining users can be migrated by using bulk import, which enforces password resets. This ensures a consistent migration within a defined timeframe, albeit inconveniencing some users.

2. Update tenant configuration

SaaS providers rely on metadata stores to maintain all tenant-related configuration. Updates to tenant metadata should be completed carefully during the porting process. When you update the tenant configuration for the new tier, two key aspects must be considered:

  • Retain tenant IDs throughout the porting process to ensure smooth integration of tenant logging, metrics, and cost allocation post-migration, providing a continuous record of events.
  • Establish new API keys and a throttling mechanism tailored to the new tier to accommodate higher usage limits for the tenants.

To handle this, a new tenant portability service can be introduced in the SaaS reference architecture. This service assigns a different AWS API Gateway usage plan to the tenant based on the requested tier change, and orchestrates calls to other downstream services. Subsequently, the existing tenant management service will need an extension to handle tenant metadata updates (tier, user-pool-id, app-client-id) based on the incoming porting request.

3. Resource management

Successful portability hinges on two crucial aspects during infrastructure provisioning:

  • Ensure tenant isolation constructs are respected in the porting process through mechanisms to prevent cross-tenant access. Either role-based access control (RBAC) or attribute-based-access control (ABAC) can be used to ensure this. ABAC isolation is generally easier to manage during porting if the tenant identifier is preserved, as in the previous step.
  • Ensure instrumentation and metric collection are set up correctly in the new tier. Recreate identical metric filters to ensure monitoring visibility for SaaS operations.

To handle infrastructure provisioning and deprovisioning in the reference architecture, extend the tenant provisioning service:

  • Update the tenant-stack mapping table to record migrated tenant stack details.
  • Initiate infrastructure provisioning or destruction pipelines as needed (for example, to run destruction pipelines after the data migration and user cutover steps).

Finally, ensure new resources comply with required compliance standards by applying relevant security configurations and deploying a compliant version of the application.

By addressing these aspects, SaaS providers can ensure a seamless transition while maintaining tenant isolation and operational continuity.

4. Data migration

The data migration strategy is heavily influenced by architectural decisions such as the storage engine and isolation approach. Minimizing user downtime during migration requires a focus on accelerating the migration process, maintaining service availability, and setting up a replication channel for incremental updates. Additionally, it’s crucial to address schema changes made by tenants in a silo model to ensure data integrity and avoid data loss when transitioning to a pool model.

Extending the reference architecture, a new data porting service can be introduced to enable Amazon DynamoDB data migration between different tiers. DynamoDB partition migration can be accomplished through multiple approaches, including AWS Glue, custom scripts, or duplicating DynamoDB tables and bulk-deleting partitions. We recommend a hybrid approach to achieve zero-downtime migration. This solution applies only when the DynamoDB schema remains consistent across tiers. If the schema has changed, a custom solution is required for data migration.

5. Cutover

The cutover phase involves redirecting users to the new infrastructure, disabling continuous data replication, and ensuring that compliance requirements are met. This includes running tests or obtaining audits/certifications, especially when moving to high-sensitivity silos. After a successful cutover, cleanup activities are necessary, including removing temporary infrastructure and deleting historical tenant data from the previous tier. However, before deleting data, ensure that audit trails are preserved and compliant with regulatory requirements, and that data deletion aligns with organizational policies.

Conclusion

In conclusion, portability is a vital feature for multi-tenant SaaS. It allows tenants to move data and configurations between tiers effortlessly and can be incorporated in reference architecture as above. Key considerations include maintaining consistent identities, staying compliant, reducing downtime and automating the process.

How Amazon GTTS runs large-scale ETL jobs on AWS using Amazon MWAA

Post Syndicated from Louis Hourcade original https://aws.amazon.com/blogs/big-data/how-amazon-gtts-runs-large-scale-etl-jobs-on-aws-using-amazon-mwaa/

The Amazon Global Transportation Technology Services (GTTS) team owns a set of products called INSITE (Insights Into Transportation Everywhere). These products are user-facing applications that solve specific business problems across different transportation domains: network topology management, capacity management, and network monitoring. As of this writing, GTTS serves around 10,000 customers globally on a monthly basis, managing the outbound transportation network.

INSITE applications are in general data intensive. They ingest and transform large volumes of data in different formats and processing patterns (such as batch and near real time) from various sources internal and external to Amazon. Datasets are often shared between applications both within domains and across domains, and are consumed in complex data pipelines that run under tight SLAs. To enable and meet these requirements, GTTS built its own data platform.

A critical component of the data platform is the data pipeline orchestrator. GTTS built its own orchestrator named Langley in 2018, and used it to schedule and monitor extract, transform, and load (ETL) jobs on a variety of compute platforms, such as Amazon EMR, Amazon Redshift, Amazon Relational Database Service (Amazon RDS).

As the Langley user base grew, GTTS engineers faced a couple of challenges on key dimensions, such as maintainability, scalability, multi-tenancy, observability, and interoperability.

Amazon GTTS partnered with AWS Professional Services to modernize their orchestration platform, relying as much as possible on managed services with auto scaling capabilities. After analyzing candidate solutions, the team decided to build a target solution relying on Amazon Managed Workflows for Apache Airflow (Amazon MWAA). This post elaborates on the drivers of the migration and its achieved benefits.

Legacy platform

Amazon GTTS works with diverse and distributed data stores, storing petabytes of data. Data engineers need a tool to define ETL jobs which run on various compute environments, as illustrated in the following diagram.

Amazon GTTS orchestration platfrom - high-level diagram

GTTS built Langley as their custom orchestrator in 2018, and have been operating it ever since. At a high level, the core of Langley’s architecture is based on a set of Amazon Simple Queue Service (Amazon SQS) queues and AWS Lambda functions, and a dedicated RDS database to store ETL job data and metadata. It also uses AWS Data Pipeline to run SQL-based workloads, Amazon Simple Storage Service (Amazon S3) to store configuration files, and Amazon CloudWatch for alarming on failures. Every day, Langley handles the lifecycle of more than 17,000 ETL jobs in Europe and 5,000 ETL jobs in North America.

The following diagram illustrates the Langley architecture.

Langley architecture diagram

Business challenges

Langley started as a simple solution to a team-internal problem, but its growth over the years surfaced key issues:

  • The maintenance of this custom solution requires considerable time from engineers, which increased over the years with the release of new features, increasing the overall complexity.
  • The Langley user base grew continuously and eventually became a key orchestration platform for multiple teams and products across Amazon. However, it wasn’t created with multi-tenancy in mind and therefore it didn’t provide the robustness and the appropriate level of isolation to guard each tenant from impacting others on the shared platform.
  • In 2023, AWS announced the upcoming deprecation of Data Pipeline, one of the core services used by Langley.

GTTS partnered with AWS to design and implement a solution to overcome those challenges. AWS used the following evaluation matrix to build a durable solution:

Maintainability The level of effort required to maintain the orchestrating system in a functional state, encompassing updates, patches, bug fixes, and routine checks for optimal performance.
Costs The overall expenditure associated with the orchestrator, including infrastructure costs, licensing fees, personnel expenses, and other relevant costs. This criterion particularly assesses the system’s ability to effectively control and reduce costs.
Scheduling The capabilities related to running and scheduling jobs, including the ability to resume an ETL job from a failed step.
User experience The overall satisfaction and usability of a system from the end-users’ perspective, considering factors such as responsiveness, accessibility, interoperability, and ease of use.
Security Mechanisms in place to safeguard data and applications from unauthorized access at all times.
Monitoring and alerting The continuous observation and analysis of system components and performance metrics to detect and address issues, optimize resource usage, and provide overall health and reliability.
Scalability The orchestrator’s capacity to efficiently adapt its resources to handle increased workload or demand, providing sustained performance.

Among the explored solutions, Amazon MWAA was finally determined as the best overall performer across this matrix.

The next section is a dive deep into the rationales that led GTTS and AWS Professional Services to choose Amazon MWAA as the best performer.

Benefits of migrating to Amazon MWAA

Amazon GTTS and AWS Professional Services worked together to release a Minimum Viable Product (MVP) of the solution described earlier, which showcases the benefits on the agreed decision criteria.

Maintainability

With their legacy system, Amazon GTTS had to manage the orchestrator database, web servers, activity queue, dispatch functions, and worker nodes.

Amazon MWAA eliminates the need for underlying infrastructure management. It takes care of provisioning and maintenance of the Apache Airflow web server, scheduler, worker nodes, and relational database, allowing GTTS teams to focus on building their ETL jobs.

Amazon MWAA offers one-click updates of the infrastructure for minor versions, like moving from Airflow version x.4.z to x.5.z. During the upgrade process, Amazon MWAA captures a snapshot of your environment metadata; upgrades the workers, schedulers, and web server to the new Airflow version; and finally restores the metadata database using the snapshot, backing it with an automated rollback mechanism.

Costs

Amazon MWAA contributes to a more cost-effective solution by automatically scaling workers depending on the workload. This dynamic scaling in and out avoids over-provisioning and allows the organization to pay for the compute they actually use, without the risk of downtime during activity spikes. Because this is an AWS-managed solution, it also reduced GTTS’s Total Cost of Ownership (TCO) by freeing up time from engineers that were managing the legacy system.

Scheduling

Amazon MWAA supports all the trigger mechanisms that the Amazon orchestrator needed:

  • Manual trigger – The users can simply invoke a Direct Acyclic Graph (DAG) using the Airflow API or even more simply via the User Interface (UI).
  • Scheduler – A scheduler can be defined as code, together with the DAG definition, to make sure it will run at specific rates (from hourly to yearly) or on specific cron schedules.
  • Event-driven trigger – Airflow provides native operators that enable invoking a downstream DAG from another DAG or from a dataset update (push approach). It also includes sensors that listen for the completion of a task external to the DAG (pull approach).
  • Partial runs on DAG failures – Another key feature for GTTS was the possibility the recover from partial DAG failures without having to rerun the whole DAG. Airflow provides task-level controls that makes this operation straightforward to implement.

User experience

In this section, we discuss three aspects of the user experience: the web UI, the interoperability, and the programming interface.

Web UI

Amazon MWAA comes with a managed web server that hosts the Airflow UI. As a result, and without any maintenance needed, you can use it to quickly run DAGs, check run history, visualize dependencies between DAGs, troubleshoot with a direct access to task logs, manage variables and database connections, and define granular permissions. The following screenshot shows an example of the UI.

Amazon MWAA User Interface - console screenshot

Interoperability

One of the most important features evaluated was the ability for the new orchestrator to effortlessly integrate with GTTS multiple data storage services, compute components, and monitoring services.

Amazon MWAA comes with a wide variety of providers preinstalled, such as apache-airflow-providers-amazon, apache-airflow-providers-postgres, and apache-airflow-providers-common-sql. This allowed GTTS to connect with those services using multiple connection methodologies, including AWS IAM Identity Center or AWS Secrets Manager password-based authentications, without having to write a single custom Airflow operator.

Amazon MWAA also makes it straightforward to upgrade providers version and install new ones. By providing a requirements.txt file, GTTS was able to change the major version of apache-airflow-providers-amazon and install the apache-airflow-providers-mysql provider.

Programming interface

Airflow is an orchestrator with a low barrier to entry, especially for those familiar with the Python programming language. Its workflow management is defined in Python scripts, with a well-documented set of native operators and external providers, making it straightforward for Python developers to get started with Airflow and create complex data pipelines.

The following are two key Airflow features:

  • TaskFlow API – The TaskFlow API removes a lot of the boilerplate code required by traditional operators by using Python decorators while simplifying the DAG editing process DAG with cleaner and more concise DAG files.
  • Dynamic DAG generation – The dynamic DAG generation capability allowed us to generate DAGs from the original legacy orchestrator’s configuration files. This enabled the platform team to build a centralized framework consumed by multiple teams to keep the code DRY (Don’t Repeat Yourself), providing a seamless migration journey from the legacy orchestrator.

The following screenshot shows an example of these features.

Airflow dynamic DAG definition - code sample

Security

The new Amazon MWAA-based architecture improves GTTS’s posture by introducing granular access control. Amazon MWAA integrates with AWS services such as AWS Key Management Service (AWS KMS), Secrets Manager, and IAM Identity Center to keep data safely encrypted at all times, both at rest and in transit using TLS-based communications. Airflow also includes a role-based access control (RBAC) model to determine what users can do on the platform and enforce the principle of least privilege. Amazon MWAA also natively integrates with AWS CloudTrail for auditing purposes.

The Airflow RBAC model enables administrators to define roles with specific privileges to access Airflow system settings and DAGs themselves. This granular access control reduces the risk of data breaches and malicious activities by limiting access to critical DAGs and sensitive Airflow environment variables. Airflow includes five default roles with different sets of permissions (as shown in the following screenshot), but it is possible to create new roles depending on your security requirements.

Airflow roles - console screenshot

GTTS used the Airflow RBAC model to restrict permissions of certain teams and consumers of the application. They also used priority weights and Airflow pools to prioritize tasks and control run concurrency. However, if you want to run a multi-tenant orchestration platform, it’s recommended to use a separate environment for each team. You can assume that everything accessible by the Amazon MWAA role is also accessible to users who can write DAGs to the environment.

To ease authentication in Amazon MWAA, GTTS federated their identity provider (IdP) through Amazon Cognito and SAML. With this integration, users log in to the Amazon MWAA UI using the same identity as in other internal systems, which removes the need for new credentials. The user’s group membership is retrieved from the IdP through Amazon Cognito, and a Lambda function redirects the user to Amazon MWAA with the appropriate Airflow role. This process is illustrated in the following architecture, and is abstracted from the user and attached to a public Application Load Balancer that redirects at the end of the process to an Amazon MWAA private cluster, making the authentication workflow seamless and secure. Refer to Accessing a private Amazon MWAA environment using federated identities to implement it using your own IdP.

Amazon MWAA federation - architecture diagram

Monitoring and alerting

Amazon MWAA integrates with CloudWatch, which manages all infrastructure logs for you. When creating an Amazon MWAA environment, you can configure what level of logs should be saved. GTTS enabled CloudWatch logging for all of the five types of components: Airflow task logs, Airflow web server logs, Airflow scheduler logs, Airflow worker logs, and Airflow DAG processing logs.

Amazon MWAA logging configuration - console screenshot

These logs are all accessible in CloudWatch for continuous monitoring, but Amazon MWAA users can also access task logs directly from the Airflow UI by looking at the DAG run history. The following screenshot shows an example of task-level logs in Airflow 2.5.1.

Amazon MWAA task-level logs - console screenshot

You can also build CloudWatch monitoring dashboards to keep an eye on the state of your environment and alert administrators when required. Amazon MWAA natively provides Airflow environment metrics and Amazon MWAA infrastructure-related metrics.

Scalability

Each Amazon MWAA environment includes the schedulers, web server, and worker nodes. Scheduler nodes are responsible for the overall orchestration and parsing of DAG files. These tasks happen in worker nodes that Amazon MWAA auto scales up and down according to system load. When creating a new Amazon MWAA environment, you need to specify the type of worker nodes, the minimum and maximum number of worker nodes, and the scheduler count, as shown in the following screenshot.

Amazon MWAA environment classes - console screenshot

There are notably two ways GTTS controlled how Amazon MWAA scales to handle the load:

  • Minimum and maximum worker count – Amazon MWAA automatically adds or deletes workers within the boundaries you set, depending on the number of tasks that are waiting to be processed. As indicated in the AWS documentation, it is possible to request a quota increase to run up to 50 workers in a single environment.
  • Size of the node – Larger worker nodes can run more concurrent tasks. For example, mw1.small instances run 5 concurrent tasks by default, whereas mw1.large instances run 20 concurrent tasks by default. The following figure shows the specification for each instance type.

Amazon MWAA environment sizes - console screenshot

With Amazon MWAA, GTTS can therefore run up to 4,000 concurrent tasks in a single Amazon MWAA environment (50 worker nodes x 80 tasks per node with mw1.2xlarge). This remains an order of magnitude for the load that can fit into the workers vCPUs and RAM, but it is possible to edit the default configuration to add even more tasks per worker. For more information regarding Amazon MWAA automatic scaling, see Configuring Amazon MWAA automatic scaling.

The Amazon MWAA based orchestration platform

After selecting Amazon MWAA as the core service for their orchestrating system, Amazon GTTS and AWS worked together to develop an end-to-end data platform with automation capabilities, access management, monitoring, and integration with downstream systems. The following diagram illustrates the solution architecture.

MWAA-based platform - architecture diagram

The following are notable components of the architecture:

  1. DAG update – GTTS Developers manage the creation, update, and deletion of Amazon MWAA DAGs through a dedicated code repository. When a developer edits DAG definitions and commits changes to the code repository, a CI/CD pipeline automatically packages the DAG definition and stores it in Amazon S3, which automatically updates DAGs in Amazon MWAA.
  2. Infrastructure as code – The entire stack is defined as IaC with the AWS CDK, which eases the process of updating components, and makes it repeatable if GTTS wants to extend the solution and redeploy the stack in multiple AWS Regions.
  3. Authentication, authorizations, and Permissions – Permissions are centrally managed with AWS Identity and Access Management (IAM) together with Airflow roles. GTTS integrated their identity provider with Amazon Cognito and Amazon MWAA, so Amazon employees can connect to the Amazon MWAA UI with the same authentication tool they are used to, and see only the DAGs they are allowed to access.
  4. UI and DAG runs – Amazon MWAA includes an AWS-managed web server that exposes the Airflow UI. Amazon employees can connect to this UI to list DAGs, run DAGs, and track their status. In addition, GTTS used the native Amazon MWAA scheduler to automatically invoke DAGs at a specific time.
  5. Airflow workers – The users can use Airflow native providers to run custom Shell or Python code directly on the workers nodes. For compute-intensive jobs, the Amazon MWAA worker can delegate the compute to a more suitable AWS service, such as Apache Spark running on Amazon EMR on Amazon EKS, which will provide compute resources only for the duration of the job, helping in optimizing costs.
  6. Data stores and external computes services – Amazon MWAA comes also with the AWS provider preloaded, allowing a seamless connectivity with more than 23 AWS compute and data services. GTTS can extend the connectivity to other AWS or external services by using Boto3 with the PythonOperator or creating dedicated custom operators.
  7. Logging and alerting – Amazon MWAA is seamlessly integrated with CloudWatch and CloudTrail to publish DAG logs, audit logs, and metrics. This enables GTTS to track completion, troubleshoot, and create an automated alerting and notifications system so DAGs owners can take remediation actions as fast as possible.

Conclusion

Amazon GTTS partnered with AWS Professional Services to overcome the challenges faced by their legacy custom orchestrator against various dimensions such as maintainability, cost efficiency, security, scalability, and observability.

The new Amazon MWAA-based architecture offers significant improvements in the context of the AWS Well-Architected Framework compared to their former system. In terms of operational excellence, the new orchestration platform is built with evolutivity in mind and enables the GTTS team to use the most adapted ETL service to run their jobs. Regarding performance efficiency, GTTS observed up to 70% improvement in end-to-end runtime on their jobs running in Amazon MWAA. In terms of security, the new solution implements best practices such as the deployment in private subnets, authentication of users through Amazon internal federation systems, and data encryption at rest and in transit. Reliability is achieved with Multi-AZ failover and built-in auto scaling to meet the workload demand at all times. Finally, cost is reduced because Amazon MWAA is an AWS-managed service, which decreases the human effort from GTTS to maintain the orchestration platform.

Amazon GTTS is now bringing the MVP into production, where it is planned to handle petabytes of data and host more than 2,000 jobs migrated from the legacy system. Additionally, the migration to Amazon MWAA has empowered GTTS to enhance its operational scalability, paving the way for the integration of new jobs and further expansion with greater efficiency and confidence.

To learn more, refer to the following resources:


About the Authors

Béntor Bautista is a Senior Data Engineer at Amazon GTTS
Louis Hourcade is a Solutions Architect at AWS
Raphael Ducay is a Senior DataOps Architect at AWS
Konstantin Zarudaev is a DevOps Consultant at AWS
Dorra Elboukari is a DevOps Architect at AWS
Marcin Zapal is an Engagement Manager at AWS
Grigorios Pikoulas is a Strategic Program Lead at AWS
Antonio Cennamo is a Senior Customer Practice Manager at AWS

How to deploy an Amazon OpenSearch cluster to ingest logs from Amazon Security Lake

Post Syndicated from Kevin Low original https://aws.amazon.com/blogs/security/how-to-deploy-an-amazon-opensearch-cluster-to-ingest-logs-from-amazon-security-lake/

January 30, 2025: This post was republished to make the instructions clearer and compatible with OCSF 1.1.


Customers often require multiple log sources across their AWS environment to empower their teams to respond and investigate security events. In part one of this two-part blog post, I show you how you can use Amazon OpenSearch Service to ingest logs collected by Amazon Security Lake to facilitate near real-time monitoring.

Many customers use Security Lake to automatically centralize security data from Amazon Web Services (AWS) environments, software as a service (SaaS) providers, on-premises workloads, and cloud sources into a purpose-built data lake in their AWS environment. OpenSearch Service is a managed service that customers can use to deploy, operate, and scale OpenSearch clusters in the AWS Cloud. It natively integrates with Security Lake to enable customers to perform interactive log analytics and searches across large datasets, create enterprise visualization and dashboards, and perform analysis across disparate applications and logs. With Amazon OpenSearch Security Analytics, customers can also gain visibility into the security posture of their organization’s infrastructure, monitor for anomalous activity, detect potential security threats in near real time, and initiate alerts to pre-configured destinations.

Without using Amazon OpenSearch Service, customers would need to build, deploy and manage infrastructure for an analytics solution, such as an ELK stack.

Prerequisites

Security Lake should already be deployed. For details on how to deploy Security Lake, see Getting started with Amazon Security Lake. You will need AWS Identity and Access Management (IAM) permissions to manage Security Lake, OpenSearch Service, Amazon Cognito, AWS Secrets Manager, and Amazon Elastic Compute Cloud (Amazon EC2), and to create IAM roles to follow along with this post. The solution can be deployed in any AWS Region that has at least 3 Availability Zones, supports Security Lake, OpenSearch, and OpenSearch Ingestion.

Solution overview

The architecture diagram in Figure 1 shows the completed architecture of the solution.

  1. The OpenSearch Service cluster is deployed within a virtual private cloud (VPC) across three Availability Zones for high availability.
  2. The OpenSearch Service cluster ingests logs from Security Lake using an OpenSearch Ingestion pipeline.
  3. The cluster is accessed by end users through a public-facing proxy hosted on an Amazon EC2 instance.
    1. To reduce costs, the template doesn’t deploy a dead letter queue (DLQ) for the OpenSearch Ingestion pipeline. You can add one later if you want.
    2. Instead of a public facing proxy, you can deploy a VPN to access your cluster.
  4. Authentication to the cluster is managed with Amazon Cognito.

Figure 1: Solution architecture

Figure 1: Solution architecture

Planning the deployment

This section will help you plan your OpenSearch service deployment, including what nodes you should choose, the amount of storage to allocate, and where to deploy the cluster.

Deciding instances for the OpenSearch Service master and data nodes

First, determine what instance type to use for the master and data nodes. If your workload generates less than 100 GB of Security Lake logs per day, we recommend using three m6g.large.search master nodes and three r6g.large.search data nodes. You can start small and scale up or scale out later. For more information about deciding the size and number of instances, see Get started with Amazon OpenSearch Service. Note the instance types that you have selected on a text editor because you will use this as an input for the AWS CloudFormation template that you will deploy later.

Configuring storage

To optimize your storage costs, you need to plan your data strategy. In this architecture, Security Lake is used for long-term log storage. Because Security Lake uses Amazon Simple Storage Service (Amazon S3), you can optimize long-term storage costs. You can configure OpenSearch Service to ingest priority logs based on the recent data that you can use for near-real time detection and alerting. Your team can query logs in Security Lake using its Zero-ETL integration with OpenSearch Service to analyze older logs.

Therefore, Security Lake should serve as your primary long-term log storage, with OpenSearch Service storing only the most recent logs.

The number of days of logs in OpenSearch Service will depend on how many days’ worth of data you need to investigate at a given time. I recommend storing 15 days of data in OpenSearch Service. This allows you to react to and investigate the most immediate security events while optimizing storage costs for older logs.

The next step is to determine the volume of logs generated by Security Lake.

  1. Sign in to the Security Lake delegated administrator account.
  2. Go to the AWS Management Console for Security Lake. Choose Usage in the navigation pane.
  3. On the Usage screen, select Last 30 days as the range of usage.
  4. Add the total Actual usage for the last 30 days for the data sources that you intend to send to OpenSearch. If you have used Security Lake for less than 30 days, you can use the Total predicted usage per month. Divide this figure by 30 to get the daily data volume.

Figure 2: Select range of usage

Figure 2: Select range of usage

To determine the total storage needed, multiply the data generated by Security Lake per day by the retention period you chose, then by 1.1 to account for the indexes, then multiply that number by 1.15 for overhead storage. For more information about calculating storage, see Get started with Amazon OpenSearch Service.

To determine the amount of Amazon Elastic Block Store (Amazon EBS) storage that you need per node, take the total amount of storage and divide it by the number of nodes that you have. Round that number up to the nearest whole number. You can increase the amount of storage after deployment when you have a better understanding of your workload. Make a note of this number in a text editor because you’ll use it as an input in the CloudFormation template later.

Example 1: 10 GB of Security Lake logs generated per day, stored for 30 days in OpenSearch Service in three nodes

  • 10 GB of Security Lake logs stored for 30 days = 10 GB * 30 = 300 GB
  • Account for additional space for indexes and overhead space = 300 GB * 1.1 * 1.15 = 379.5 GB
  • Divide the storage required across three nodes, rounded up = 379.5/3 ≈ 127 GB per node
  • You would need 127 GB per node in OpenSearch Service

Example 2: 200 GB of Security Lake logs generated per day, stored for 15 days in OpenSearch Service across six nodes

  • 200 GB of Security Lake logs stored for 15 days = 200 GB * 15 = 3000 GB
  • Account for additional space for indexes and overhead space = 3000 GB * 1.1 * 1.15 = 3795 GB
  • Divide the storage required across three nodes, rounded up = 3795/6 ≈ 633 GB per node
  • You would need 633 GB per node in OpenSearch Service

Where to deploy the cluster?

If you have an AWS Control Tower deployment or have a deployment modelled after the AWS Security Reference Architecture (AWS SRA), Security Lake should be deployed in the Log Archive account. Because security best practices recommend that the Log Archive account should not be frequently accessed, the OpenSearch Service cluster should be deployed into your Audit account or Security Tooling account.

You need to deploy your Security Lake subscriber in the same Region as your Security Lake roll-up Region. If you have more than one roll-up Region, choose the Region that collects logs from the Regions you want to monitor.

Your cluster needs to be deployed in the same Region as your Security Lake subscriber be able to access data.

Setting up the Security Lake subscriber

Before deploying the solution, create a Security Lake subscriber in your Security Lake roll-up Region so that OpenSearch Service can access data from Amazon Security Lake.

  1. Access the Security Lake console in your Log Archive account.
  2. Choose Subscribers in the navigation pane.
  3. Choose Create subscriber.
  4. On the Create subscriber page, enter a name, such as OpenSearch-subscriber.
  5. Under Data Access, select Under S3 notification type, select SQS queue.
  6. Under Subscriber credentials, enter the AWS account ID for the account you plan to deploy the OpenSearch cluster to, which should be your Security Tooling
  7. Enter OpenSearchIngestion-<AWS account ID> under External ID.

    Figure 3: Configuring the Security Lake subscriber

    Figure 3: Configuring the Security Lake subscriber

  8. Leave All log and event sources selected and choose Create.

After the subscriber has been created, you will need to collect information to facilitate the deployment.

To gather necessary information:

  1. Select the subscriber that you just created.
  2. Derive the S3 bucket name from the S3 bucket ARN and store it in a text editor. The Amazon Resource Name (ARN) is formatted as arn:aws:s3:::<bucket name>. The bucket name should look like aws-security-data-lake-<region>-xxxxx.

    Figure 4: Derive the S3 bucket name from the Subscriber details page

    Figure 4: Derive the S3 bucket name from the Subscriber details page

  3. Go to the Amazon Simple Queue Service (Amazon SQS) console and select the SQS queue created as part of the Security Lake subscriber. It should look like AmazonSecurityLake-xxxxxxxxx-Main-Queue. Note the queue’s ARN and URL in your text editor.

    Figure 5: Relevant details from the SQS queue

    Figure 5: Relevant details from the SQS queue

Deploy the solution

To deploy the solution in your Security Tooling account, use a CloudFormation template. This template deploys the OpenSearch Service cluster, OpenSearch Ingestion pipeline, and an AWS Lambda function to initialize the cluster.

To deploy the OpenSearch cluster:

  1. To deploy the CloudFormation template that builds the OpenSearch service cluster, select the Launch Stack button.

    Select this image to open a link that starts building the CloudFormation stack

  2. In the CloudFormation console, make sure that you are in the correct AWS account. You should be in your Security Tooling account. Also make sure that you have selected the same Region as your Security Lake subscriber.
  3. Enter a name for your stack. A name like os-stack-<day>-<month> can help you keep track of deployments.
  4. Enter the instance types and Amazon EBS volume size that you noted earlier.
  5. Enter the IP address range that you want to allow to access the proxy’s security group. You should limit this to your corporate IP range. You can set it as 0.0.0/0 if you want to expose it to the public internet.
  6. Fill in the details of the Security Lake bucket and the subscriber Amazon SQS queue ARN, URL, and Region.

    Figure 6: Add stack parameters

    Figure 6: Add stack parameters

  7. Check the acknowledgements in the Capabilities section.
  8. Choose Create stack to begin deploying the resources.
  9. It will take 20–30 minutes to deploy the multiple nested templates. Wait for the main stack (not the nested ones) to achieve the CREATE_COMPLETE status before proceeding to the next step.

    Note: If you encounter failures while deployment, you can download the CloudFormation file here and select Preserve successfully provisioned resources under Stack failure options while deploying. This will allow you to troubleshoot the stack deployment.

  10. Go to the Outputs pane of the main CloudFormation stack. Save the DashboardsProxyURL, OpenSearchInitRoleARN, and PipelineRole values in a text editor to refer to later.

    Figure 7: The stacks in the CREATE_COMPLETE state with the outputs panel shown

    Figure 7: The stacks in the CREATE_COMPLETE state with the outputs panel shown

  11. Open the DashboardsProxyURL value in a new tab.

    Note: Because the proxy relies on a self-signed certificate, you will get an insecure certificate warning. You can safely ignore this warning and proceed. For a production workload, you should issue a trusted private certificate from your internal public key infrastructure or use AWS Private Certificate Authority.

  12. You will be presented with the Amazon Cognito sign-in page. Use administrator as the username.
  13. Access Secrets Manager to find the password. Select the secret that was created as part of the stack.

    Figure 9: Retrieve the secret value

    Figure 8: The Cognito password in Secrets Manager

  14. Choose Retrieve secret value to get the password.

    Figure 9: Retrieve the secret value

    Figure 9: Retrieve the secret value

  15. After signing in, you will be prompted to change your password and will be redirected to the OpenSearch dashboard.
  16. If you see a pop-up that states Start by adding your own data, select Explore on my own. On the next page, Introducing new OpenSearch Dashboards look & feel, choose Dismiss.
  17. If you see a pop-up that states Select your tenant, select Global, and then choose Confirm.

    Figure 10: Select and confirm your tenant

    Figure 10: Select and confirm your tenant

To initialize the OpenSearch cluster:

  1. Choose the menu icon (three stacked horizontal lines) on the top left and select Security under the Management section.

    Figure 11: Navigating to the Security page in the OpenSearch console

    Figure 11: Navigating to the Security page in the OpenSearch console

  2. Select Roles. On the Roles page, search for the all_access role and select it.
  3. Select Mapped users, and then select Manage mapping.
  4. On the Map user screen, choose Add another backend role. Paste the value for the OpenSearchInitRoleARN from the list of CloudFormation outputs. Choose Map.

    Figure 12: Mapping the role on the Security page in the OpenSearch console

    Figure 12: Mapping the role on the Security page in the OpenSearch console

  5. Leave this tab open and return to the AWS Management console. Go to the AWS Lambda console and select the function named xxxxxx-OS_INIT.
  6. In the function screen, choose Test, and then Create new test event.

    Figure 13: Creating the test event in the Lambda console

    Figure 13: Creating the test event in the Lambda console

  7. Choose Invoke. The function should run for about 30 seconds. The execution results should show the component templates that have been created. This Lambda function creates the component and index templates to ingest Open Cybersecurity Framework (OCSF) formatted data, a set of indices and aliases that correspond with the OCSF classes generated by Security Lake, and a rollover policy that will rollover the index daily or if it becomes larger than 40 GB.

    Figure 14: Invoking the Lambda function in the Lambda console

    Figure 14: Invoking the Lambda function in the Lambda console

To set up the pipeline

  1. Return to the Map user page on the OpenSearch console.
  2. Choose Add another backend role. Paste the value of the PipelineRole from the CloudFormation template output. Choose This will allow the OpenSearch Ingestion to write to the cluster.

    Figure 15: Mapping the OpenSearch Ingestion role

    Figure 15: Mapping the OpenSearch Ingestion role

  3. Access the Amazon S3 console in the Log Archive account where Security Lake is hosted.
  4. Select the Security Lake bucket in your roll-up Region. It should look like aws-security-data-lake-region-xxxxxxxxxx.
  5. Choose Permissions, then Edit under Bucket policy.
  6. Add this policy to the end of the existing bucket policy. Replace the Principal with the ARN of the PipelineRole and the name of your Security Lake bucket in the Resource section.
    {
                "Sid": "Cross Account Permissions",
                "Effect": "Allow",
                "Principal": {
                    "AWS": "<Pipeline role ARN>"
                },
                "Action": "s3:*",
                "Resource": [
                    "arn:aws:s3:::<Security Lake bucket name>/*",
                    "arn:aws:s3:::<Security Lake bucket name>"
                ]
            }

    Figure 16: The modified S3 bucket access policy

    Figure 16: The modified S3 bucket access policy

  7. Choose Save changes.

To upload the index patterns and dashboards

  1. Download the Security-lake-objects.ndjson file by right-clicking on this link and selecting Save link as.
  2. Access the Dashboards Management page through the navigation menu.
  3. Choose Saved objects in the navigation pane.
  4. On the Saved Objects page, choose Import on the right side of the screen.

    Figure 17: Import saved objects

    Figure 17: Import saved objects

  5. Choose Import and select the Security-lake-objects.ndjson file that you downloaded previously.
  6. Leave Create new objects with unique IDs selected and choose Import.
  7. You can now view the ingested logs on the Discover page and visualizations on the Dashboards page, which you can find on the navigation bar.

    Figure 18: The Discover page displaying ingested logs

    Figure 18: The Discover page displaying ingested logs

Clean up

To avoid unwanted charges, delete the main CloudFormation template, named os-stack-<day>-<month> (not the nested stacks).

Figure 19: Select the main stack in the CloudFormation console

Figure 19: Select the main stack in the CloudFormation console

Modify the Security Lake bucket policy in the logging account to remove the section you added that trusted the PipelineRole. Be careful not to modify the rest of the policy because it could impact the functioning of Security Lake and other subscribers.

Figure 20: The S3 bucket policy with the relevant sections that needed to be deleted

Figure 20: The S3 bucket policy with the relevant sections that needed to be deleted

Conclusion

In this post, you learned how to plan an OpenSearch deployment with Amazon OpenSearch Service to ingest logs from Amazon Security Lake. With this solution, you’re able to aggregate and manage logs with Security Lake and visualize and monitor those logs with OpenSearch Service. After deployment, monitor the OpenSearch Service metrics to determine if you need to scale this up or out for improved performance. In part 2, I will show you how to set up the Security Analytics detector to generate alerts to security findings in near-real time.

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

Kevin Low
Kevin Low

Kevin is a Security Solutions Architect at AWS who helps the largest customers across ASEAN build securely. He specializes in threat detection and incident response and is passionate about integrating resilience and security. Outside of work, he loves spending time with his wife and dog, a poodle called Noodle.

How Volkswagen streamlined access to data across multiple data lakes using Amazon DataZone – Part 1

Post Syndicated from Bandana Das original https://aws.amazon.com/blogs/big-data/how-volkswagen-streamlined-access-to-data-across-multiple-data-lakes-using-amazon-datazone-part-1/

Over the years, organizations have invested in creating purpose-built, cloud-based data lakes that are siloed from one another. A major challenge is enabling cross-organization discovery and access to data across these multiple data lakes, each built on different technology stacks. A data mesh addresses these issues with four principles: domain-oriented decentralized data ownership and architecture, treating data as a product, providing self-serve data infrastructure as a platform, and implementing federated governance. Data mesh enables organizations to organize around data domains with a focus on delivering data as a product.

In 2019, Volkswagen AG (VW) and Amazon Web Services (AWS) formed a strategic partnership to co-develop the Digital Production Platform (DPP), aiming to enhance production and logistics efficiency by 30 percent while reducing production costs by the same margin. The DPP was developed to streamline access to data from shop-floor devices and manufacturing systems by handling integrations and providing standardized interfaces. However, as applications evolved on the platform, a significant challenge emerged: sharing data across applications stored in multiple isolated data lakes in Amazon Simple Storage Service (Amazon S3) buckets in individual AWS accounts without having to consolidate data into a central data lake. Another challenge is discovering available data stored across multiple data lakes and facilitating a workflow to request data access across business domains within each plant. The current method is largely manual, relying on emails and general communication, which not only increases overhead but also varies from one use case to another in terms of data governance. This blog post introduces Amazon DataZone and explores how VW used it to build their data mesh to enable streamlined data access across multiple data lakes. It focuses on the key aspect of the solution, which was enabling data providers to automatically publish data assets to Amazon DataZone, which served as the central data mesh for enhanced data discoverability. Additionally, the post provides code to guide you through the implementation.

Introduction to Amazon DataZone

Amazon DataZone is a data management service that makes it faster and easier for customers to catalog, discover, share, and govern data stored across AWS, on premises, and third-party sources. Key features of Amazon DataZone include a business data catalog that allows users to search for published data, request access, and start working on data in days instead of weeks. Amazon DataZone projects enable collaboration with teams through data assets and the ability to manage and monitor data assets across projects. It also includes the Amazon DataZone portal, which offers a personalized analytics experience for data assets through a web-based application or API. Lastly, Amazon DataZone governed data sharing ensures that the right data is accessed by the right user for the right purpose with a governed workflow.

Architecture for Data Management with Amazon DataZone

Figure 1: Data mesh pattern implementation on AWS using Amazon DataZone

The architecture diagram (Figure 1) represents a high-level design based on the data mesh pattern. It separates source systems, data domain producers (data publishers), data domain consumers (data subscribers), and central governance to highlight key aspects. This cross-account data mesh architecture aims to create a scalable foundation for data platforms, supporting producers and consumers with consistent governance.

  1. A data domain producer resides in an AWS account and uses Amazon S3 buckets to store raw and transformed data. Producers ingest data into their S3 buckets through pipelines they manage, own, and operate. They are responsible for the full lifecycle of the data, from raw capture to a form suitable for external consumption.
  2. A data domain producer maintains its own ETL stack using AWS Glue, AWS Lambda to process, AWS Glue Databrew to profile the data and prepare the data asset (data product) before cataloguing it into AWS Glue Data Catalog in their account.
  3. A second pattern could be that a data domain producer prepares and stores the data asset as table within Amazon Redshift using AWS S3 Copy.
  4. Data domain producers publish data assets using datasource run to Amazon DataZone in the Central Governance account. This populates the technical metadata in the business data catalog for each data asset. The business metadata, can be added by business users to provide business context, tags, and data classification for the datasets. Producers control what to share, for how long, and how consumers interact with it.
  5. Producers can register and create catalog entries with AWS Glue from all their S3 buckets. The central governance account securely shares datasets between producers and consumers via metadata linking, with no data (except logs) existing in this account. Data ownership remains with the producer.
  6. With Amazon DataZone, once data is cataloged and published into the DataZone domain, it can be shared with multiple consumer accounts.
  7. The Amazon DataZone Data portal provides a personalized view for users to discover/search and submit requests for subscription of data assets using a web-based application. The data domain producer receives the notification of subscription requests in the Data portal and can approve/reject the requests.
  8. Once approved, the consumer account can read and further process data assets to implement various use cases with AWS Lambda, AWS Glue, Amazon Athena, Amazon Redshift query editor v2, Amazon QuickSight (Analytics use cases) and with Amazon Sagemaker (Machine learning use cases).

Manual process to publish data assets to Amazon DataZone

To publish a data asset from the producer account, each asset must be registered in Amazon DataZone as a data source for consumer subscription. The Amazon DataZone User Guide provides detailed steps to achieve this. In the absence of an automated registration process, all required tasks must be completed manually for each data asset.

How to automate publishing data assets from AWS Glue Data Catalog from the producer account to Amazon DataZone

Using the automated registration workflow, the manual steps can be automated for any new data asset that needs to be published in an Amazon DataZone domain or when there’s a schema change in an already published data asset.

The automated solution reduces the repetitive manual steps to publish the data sources (AWS Glue tables) into an Amazon DataZone domain.

Architecture for automated data asset publish

Figure 2 Architecture for automated data publish to Amazon DataZone

To automate publishing data assets:

  1. In the producer account (Account B), the data to be shared resides in an Amazon S3 bucket (Figure 2). An AWS Glue crawler is configured for the dataset to automatically create the schema using AWS Cloud Development Kit (AWS CDK).
  2. Once configured, the AWS Glue crawler crawls the Amazon S3 bucket and updates the metadata in the AWS Glue Data Catalog. The successful completion of the AWS Glue crawler generates an event in the default event bus of Amazon EventBridge.
  3. An EventBridge rule is configured to detect this event and invoke a dataset-registration AWS Lambda function.
  4. The AWS Lambda function performs all the steps to automatically register and publish the dataset in Amazon Datazone.

Steps performed in the dataset-registration AWS Lambda function

    • The AWS Lambda function retrieves the AWS Glue database and Amazon S3 information for the dataset from the Amazon Eventbridge event triggered by the successful run of the AWS Glue crawler.
    • It obtains the Amazon DataZone Datalake blueprint ID from the producer account and the Amazon DataZone domain ID and project ID by assuming an IAM role in the central governance account where the Amazon Datazone domain exists.
    • It enables the Amazon DataZone Datalake blueprint in the producer account.
    • It checks if the Amazon Datazone environment already exists within the Amazon DataZone project. If it does not, then it initiates the environment creation process. If the environment exists, it proceeds to the next step.
    • It registers the Amazon S3 location of the dataset in Lake Formation in the producer account.
    • The function creates a data source within the Amazon DataZone project and monitors the completion of the data source creation.
    • Finally, it checks whether the data source sync job in Amazon DataZone needs to be started. If new AWS Glue tables or metadata is created or updated, then it starts the data source sync job.

Prerequisites

As part of this solution, you will publish data assets from an existing AWS Glue database in a producer account into an Amazon DataZone domain for which the following prerequisites need to be performed.

  1. You need two AWS accounts to deploy the solution.
    • One AWS account will act as the data domain producer account (Account B) which will contain the AWS Glue dataset to be shared.
    • The second AWS account is the central governance account (Account A), which will have the Amazon DataZone domain and project deployed. This is the Amazon DataZone account.
    • Ensure that both the AWS accounts belong to the same AWS Organization
  2. Remove the IAMAllowedPrincipals permissions from the AWS Lake Formation tables for which Amazon DataZone handles permissions.
  3. Make sure in both AWS accounts that you have cleared the checkbox for Default permissions for newly created databases and tables under the Data Catalog settings in Lake Formation (Figure 3).

    Figure 3: Clear default permissions in AWS Lake Formation

  4. Sign in to Account A (central governance account) and make sure you have created an Amazon DataZone domain and a project within the domain.
  5. If your Amazon DataZone domain is encrypted with an AWS Key Management Service (AWS KMS) key, add Account B (producer account) to the key policy with the following actions:
    {
      "Sid": "Allow use of the key",
      "Effect": "Allow",
      "Principal": {
        "AWS": "arn:aws:iam::<Account B>:root"
      },
      "Action": [
        "kms:Encrypt",
        "kms:Decrypt",
        "kms:ReEncrypt*",
        "kms:GenerateDataKey*",
        "kms:DescribeKey"
      ],
      "Resource": "*"
    }

  6. Ensure you have created an AWS Identity and Access Management (IAM) role that Account B (producer account) can assume and this IAM role is added as a member (as contributor) of your Amazon DataZone project. The role should have the following permissions:
    • This IAM role is called dz-assumable-env-dataset-registration-role in this example. Adding this role will enable you to successfully run the dataset-registration Lambda function. Replace the account-region, account id, and DataZonekmsKey in the following policy with your information. These values correspond to where your Amazon DataZone domain is created and the AWS KMS key Amazon Resource Name (ARN) used to encrypt the Amazon DataZone domain.
      {
          "Version": "2012-10-17",
          "Statement": [
               {
                  "Action": [
                      "DataZone:CreateDataSource",
                     "DataZone:CreateEnvironment",
                     "DataZone:CreateEnvironmentProfile",
                     "DataZone:GetDataSource",
                     "DataZone:GetEnvironment",
                     "DataZone:GetEnvironmentProfile",
                     "DataZone:GetIamPortalLoginUrl",
                     "DataZone:ListDataSources",
                      "DataZone:ListDomains",
                      "DataZone:ListEnvironmentProfiles",
                      "DataZone:ListEnvironments",
                      "DataZone:ListProjectMemberships",
                     "DataZone:ListProjects",
                      "DataZone:StartDataSourceRun"
                  ],
                  "Resource": "*",
                  "Effect": "Allow"
              },
              {
                  "Action": [
                       "kms:Decrypt",
                      "kms:DescribeKey",
                      "kms:GenerateDataKey"
                  ],
                 "Resource": "arn:aws:kms:${account_region}:${account_id}:key/${DataZonekmsKey}",
                  "Effect": "Allow"
              }
          ]
      }

    • Add the AWS account in the trust relationship of this role with the following trust relationship. Replace ProducerAccountId with the AWS account ID of Account B (data domain producer account).
      {
          "Version": "2012-10-17",
          "Statement": [
              {
                  "Effect": "Allow",
                  "Principal": {
                      "AWS": [
                          "arn:aws:iam::${ProducerAccountId}:root",
                      ]
                  },
                  "Action": "sts:AssumeRole"
              }
          ]
      } }

  7. The following tools are needed to deploy the solution using AWS CDK:

Deployment Steps

After completing the pre-requisites, use the AWS CDK stack provided on GitHub to deploy the solution for automatic registration of data assets into DataZone domain

  1. Clone the repository from GitHub to your preferred IDE using the following commands.
    git clone https://github.com/aws-samples/automate-and-simplify-aws-glue-data-asset-publish-to-amazon-datazone.git
    
    cd automate-and-simplify-aws-glue-data-asset-publish-to-amazon-datazone

  2. At the base of the repository folder, run the following commands to build and deploy resources to AWS.
    npm install 
    npm run lint

  3. Sign in to the AWS account B (the data domain producer account) using AWS Command Line Interface (AWS CLI) with your profile name.
  4. Ensure you have configured the AWS Region in your credential’s configuration file.
  5. Bootstrap the CDK environment with the following commands at the base of the repository folder. Replace <PROFILE_NAME> with the profile name of your deployment account (Account B). Bootstrapping is a one-time activity and is not needed if your AWS account is already bootstrapped.
    export AWS_PROFILE=<PROFILE_NAME>
    npm run cdk bootstrap

  6. Replace the placeholder parameters (marked with the suffix _PLACEHOLDER) in the file config/DataZoneConfig.ts (Figure 4).
    • Amazon DataZone domain and project name of your Amazon DataZone instance. Make sure all names are in lowercase.
    • The AWS account ID and Region.
    • The assumable IAM role from the prerequisites.
    • The deployment role starting with cfn-xxxxxx-cdk-exec-role-.

Figure 4: Edit the DataZoneConfig file

  1. In the AWS Management Console for Lake Formation, select Administrative roles and tasks from the navigation pane (Figure 5) and make sure the IAM role for AWS CDK deployment that starts with cfn-xxxxxx-cdk-exec-role- is selected as an administrator in Data lake administrators. This IAM role needs permissions in Lake Formation to create resources, such as an AWS Glue database. Without these permissions, the AWS CDK stack deployment will fail.

Figure 5: Add cfn-xxxxxx-cdk-exec-role- as a Data Lake administrator

  1. Use the following command in the base folder to deploy the AWS CDK solution
    npm run cdk deploy --all

During deployment, enter y if you want to deploy the changes for some stacks when you see the prompt Do you wish to deploy these changes (y/n)?

  1. After the deployment is complete, sign in to your AWS account B (producer account) and navigate to the AWS CloudFormation console to verify that the infrastructure deployed. You should see a list of the deployed CloudFormation stacks as shown in Figure 6.

Figure 6: Deployed CloudFormation stacks

Test automatic data registration to Amazon DataZone

To test, we use the Online Retail Transactions dataset from Kaggle as a sample dataset to demonstrate the automatic data registration.

  1. Download the Online Retail.csv file from Kaggle dataset.
  2. Login to AWS Account B (producer account) and navigate to the Amazon S3 console, find the DataZone-test-datasource S3 bucket, and upload the csv file there (Figure 7).

Figure 7: Upload the dataset CSV file

  1. The AWS Glue crawler is scheduled to run at a specific time each day. However for testing, you can manually run the crawler by going to the AWS Glue console and selecting Crawlers from the navigation pane. Run the on-demand crawler starting with DataZone-. After the crawler has run, verify that a new table has been created.
  2. Go to the Amazon DataZone console in AWS account A (central governance account) where you deployed the resources. Select Domains in the navigation pane (Figure 8), then Select and open your domain.

    Figure 8: Amazon DataZone domains

  3. After you open the Datazone Domain, you can find the Amazon Datazone data portal URL in the Summary section (Figure 9). Select and open data portal.

    Figure 9: Amazon DataZone data portal URL

  4. In the data portal find your project (Figure 10). Then select the Data tab at the top of the window.

    Figure 10: Amazon DataZone Project overview

  5. Select the section Data Sources (Figure 11) and find the newly created data source DataZone-testdata-db.

    Figure 11:  Select Data sources in the Amazon Datazone Domain Data portal

  6. Verify that the data source has been successfully published (Figure 12).

    Figure 12:  The data sources are visible in the Published data section

  7. After the data sources are published, users can discover the published data and can submit a subscription request. The data producer can approve or reject requests. Upon approval, users can consume the data by querying data in Amazon Athena. Figure 13 illustrates data discovery in the Amazon DataZone data portal.

    Figure 13: Example data discovery in the Amazon DataZone portal

Clean up

Use the following steps to clean up the resources deployed through the CDK.

  1. Empty the two S3 buckets that were created as part of this deployment.
  2. Go to the Amazon DataZone domain portal and delete the published data assets that were created in the Amazon DataZone project by the dataset-registration Lambda function.
  3. Delete the remaining resources created using the following command in the base folder:
    npm run cdk destroy --all

Conclusion

By using AWS Glue and Amazon DataZone, organizations can make their data management easier and allow teams to share and collaborate on data smoothly. Automatically sending AWS Glue data to Amazon DataZone not only makes the process simple but also keeps the data consistent, secure, and well-governed. Simplify and standardize publishing data assets to Amazon DataZone and streamline data management with Amazon DataZone. For guidance on establishing your organization’s data mesh with Amazon DataZone, contact your AWS team today.


About the Authors

Bandana Das is a Senior Data Architect at Amazon Web Services and specializes in data and analytics. She builds event-driven data architectures to support customers in data management and data-driven decision-making. She is also passionate about enabling customers on their data management journey to the cloud.

Anirban Saha is a DevOps Architect at AWS, specializing in architecting and implementation of solutions for customer challenges in the automotive domain. He is passionate about well-architected infrastructures, automation, data-driven solutions and helping make the customer’s cloud journey as seamless as possible. Personally, he likes to keep himself engaged with reading, painting, language learning and traveling.

Chandana Keswarkar is a Senior Solutions Architect at AWS, who specializes in guiding automotive customers through their digital transformation journeys by using cloud technology. She helps organizations develop and refine their platform and product architectures and make well-informed design decisions. In her free time, she enjoys traveling, reading, and practicing yoga.

Sindi Cali is a ProServe Associate Consultant with AWS Professional Services. She supports customers in building data driven applications in AWS.

How Zurich Insurance Group built a log management solution on AWS

Post Syndicated from Jake Obi original https://aws.amazon.com/blogs/big-data/how-zurich-insurance-group-built-a-log-management-solution-on-aws/

This post is written in collaboration with Clarisa Tavolieri, Austin Rappeport and Samantha Gignac from Zurich Insurance Group.

The growth in volume and number of logging sources has been increasing exponentially over the last few years, and will continue to increase in the coming years. As a result, customers across all industries are facing multiple challenges such as:

  • Balancing storage costs against meeting long-term log retention requirements
  • Bandwidth issues when moving logs between the cloud and on premises
  • Resource scaling and performance issues when trying to analyze massive amounts of log data
  • Keeping pace with the growing storage requirements, while also being able to provide insights from the data
  • Aligning license costs for Security Information and Event Management (SIEM) vendors with log processing, storage, and performance requirements. SIEM solutions help you implement real-time reporting by monitoring your environment for security threats and alerting on threats once detected.

Zurich Insurance Group (Zurich) is a leading multi-line insurer providing property, casualty, and life insurance solutions globally. In 2022, Zurich began a multi-year program to accelerate their digital transformation and innovation through the migration of 1,000 applications to AWS, including core insurance and SAP workloads.

The Zurich Cyber Fusion Center management team faced similar challenges, such as balancing licensing costs to ingest and long-term retention requirements for both business application log and security log data within the existing SIEM architecture. Zurich wanted to identify a log management solution to work in conjunction with their existing SIEM solution. The new approach would need to offer the flexibility to integrate new technologies such as machine learning (ML), scalability to handle long-term retention at forecasted growth levels, and provide options for cost optimization. In this post, we discuss how Zurich built a hybrid architecture on AWS incorporating AWS services to satisfy their requirements.

Solution overview

Zurich and AWS Professional Services collaborated to build an architecture that addressed decoupling long-term storage of logs, distributing analytics and alerting capabilities, and optimizing storage costs for log data. The solution was based on categorizing and prioritizing log data into priority levels between 1–3, and routing logs to different destinations based on priority. The following diagram illustrates the solution architecture.

Flow of logs from source to destination. All logs are sent to Cribl which routes portions of logs to the SIEM, portions to Amazon OpenSearch, and copies of logs to Amazon S3.

The workflow steps are as follows:

  1. All of the logs (P1, P2, and P3) are collected and ingested into an extract, transform, and load (ETL) service, AWS Partner Cribl’s Stream product, in real time. Capturing and streaming of logs is configured per use case based on the capabilities of the source, such as using built-in forwarders, installing agents, using Cribl Streams, and using AWS services like Amazon Data Firehose. This ETL service performs two functions before data reaches the analytics layer:
    1. Data normalization and aggregation – The raw log data is normalized and aggregated in the required format to perform analytics. The process consists of normalizing log field names, standardizing on JSON, removing unused or duplicate fields, and compressing to reduce storage requirements.
    2. Routing mechanism – Upon completing data normalization, the ETL service will apply necessary routing mechanisms to ingest log data to respective downstream systems based on category and priority.
  2. Priority 1 logs, such as network detection & response (NDR), endpoint detection and response (EDR), and cloud threat detection services (for example, Amazon GuardDuty), are ingested directly to the existing on-premises SIEM solution for real-time analytics and alerting.
  3. Priority 2 logs, such as operating system security logs, firewall, identity provider (IdP), email metadata, and AWS CloudTrail, are ingested into Amazon OpenSearch Service to enable the following capabilities. Previously, P2 logs were ingested into the SIEM.
    1. Systematically detect potential threats and react to a system’s state through alerting, and integrating those alerts back into Zurich’s SIEM for larger correlation, reducing by approximately 85% the amount of data ingestion into Zurich’s SIEM. Eventually, Zurich plans to use ML plugins such as anomaly detection to enhance analysis.
    2. Develop log and trace analytics solutions with interactive queries and visualize results with high adaptability and speed.
    3. Reduce the average time to ingest and average time to search that accommodates the increasing scale of log data.
    4. In the future, Zurich plans to use OpenSearch’s security analytics plugin, which can help security teams quickly detect potential security threats by using over 2,200 pre-built, publicly available Sigma security rules or create custom rules.
  4. Priority 3 logs, such as logs from enterprise applications and vulnerability scanning tools, are not ingested into the SIEM or OpenSearch Service, but are forwarded to Amazon Simple Storage Service (Amazon S3) for storage. These can be queried as needed using one-time queries.
  5. Copies of all log data (P1, P2, P3) are sent in real time to Amazon S3 for highly durable, long-term storage to satisfy the following:
    1. Long-term data retention – S3 Object Lock is used to enforce data retention per Zurich’s compliance and regulatory requirements.
    2. Cost-optimized storage – Lifecycle policies automatically transition data with less frequent access patterns to lower-cost Amazon S3 storage classes. Zurich also uses lifecycle policies to automatically expire objects after a predefined period. Lifecycle policies provide a mechanism to balance the cost of storing data and meeting retention requirements.
    3. Historic data analysis – Data stored in Amazon S3 can be queried to satisfy one-time audit or analysis tasks. Eventually, this data could be used to train ML models to support better anomaly detection. Zurich has done testing with Amazon SageMaker and has plans to add this capability in the near future.
  6. One-time query analysis – Simple audit use cases require historical data to be queried based on different time intervals, which can be performed using Amazon Athena and AWS Glue analytic services. By using Athena and AWS Glue, both serverless services, Zurich can perform simple queries without the heavy lifting of running and maintaining servers. Athena supports a variety of compression formats for reading and writing data. Therefore, Zurich is able to store compressed logs in Amazon S3 to achieve cost-optimized storage while still being able to perform one-time queries on the data.

As a future capability, supporting on-demand, complex query, analysis, and reporting on large historical datasets could be performed using Amazon OpenSearch Serverless. Also, OpenSearch Service supports zero-ETL integration with Amazon S3, where users can query their data stored in Amazon S3 using OpenSearch Service query capabilities.

The solution outlined in this post provides Zurich an architecture that supports scalability, resilience, cost optimization, and flexibility. We discuss these key benefits in the following sections.

Scalability

Given the volume of data currently being ingested, Zurich needed a solution that could satisfy existing requirements and provide room for growth. In this section, we discuss how Amazon S3 and OpenSearch Service help Zurich achieve scalability.

Amazon S3 is an object storage service that offers industry-leading scalability, data availability, security, and performance. The total volume of data and number of objects you can store in Amazon S3 are virtually unlimited. Based on its unique architecture, Amazon S3 is designed to exceed 99.999999999% (11 nines) of data durability. Additionally, Amazon S3 stores data redundantly across a minimum of three Availability Zones (AZs) by default, providing built-in resilience against widespread disaster. For example, the S3 Standard storage class is designed for 99.99% availability. For more information, check out the Amazon S3 FAQs.

Zurich uses AWS Partner Cribl’s Stream solution to route copies of all log information to Amazon S3 for long-term storage and retention, enabling Zurich to decouple log storage from their SIEM solution, a common challenge facing SIEM solutions today.

OpenSearch Service is a managed service that makes it straightforward to run OpenSearch without having to manage the underlying infrastructure. Zurich’s current on-premises SIEM infrastructure is comprised of more than 100 servers, all of which have to be operated and maintained. Zurich hopes to reduce this infrastructure footprint by 75% by offloading priority 2 and 3 logs from their existing SIEM solution.

To support geographies with restrictions on cross-border data transfer and to meet availability requirements, AWS and Zurich worked together to define an Amazon OpenSearch Service configuration that would support 99.9% availability using multiple AZs in a single region.

OpenSearch Service supports cross-region and cross-cluster queries, which helps with distributing analysis and processing of logs without moving data, and provides the ability to aggregate information across clusters. Since Zurich plans to deploy multiple OpenSearch domains in different regions, they will use cross-cluster search functionality to query data seamlessly across different regional domains without moving data. Zurich also configured a connector for their existing SIEM to query OpenSearch, which further allows distributed processing from on premises, and enables aggregation of data across data sources. As a result, Zurich is able to distribute processing, decouple storage, and publish key information in the form of alerts and queries to their SIEM solution without having to ship log data.

In addition, many of Zurich’s business units have logging requirements that could also be satisfied using the same AWS services (OpenSearch Service, Amazon S3, AWS Glue, and Amazon Athena). As such, the AWS components of the architecture were templatized using Infrastructure as Code (IaC) for consistent, repeatable deployment. These components are already being used across Zurich’s business units.

Cost optimization

In thinking about optimizing costs, Zurich had to consider how they would continue to ingest 5 TB per day of security log information just for their centralized security logs. In addition, lines of businesses needed similar capabilities to meet requirements, which could include processing 500 GB per day.

With this solution, Zurich can control (by offloading P2 and P3 log sources) the portion of logs that are ingested into their primary SIEM solution. As a result, Zurich has a mechanism to manage licensing costs, as well as improve the efficiency of queries by reducing the amount of information the SIEM needs to parse on search.

Because copies of all log data are going to Amazon S3, Zurich is able to take advantage of the different Amazon S3 storage tiers, such as using S3 Intelligent-Tiering to automatically move data among Infrequent Access and Archive Access tiers, to optimize the cost of retaining multiple years’ worth of log data. When data is moved to the Infrequent Access tier, costs are reduced by up to 40%. Similarly, when data is moved to the Archive Instant Access tier, storage costs are reduced by up to 68%.

Refer to Amazon S3 pricing for current pricing, as well as for information by region. Moving data to S3 Infrequent Access and Archive Access tiers provides a significant cost savings opportunity while meeting long-term retention requirements.

The team at Zurich analyzed priority 2 log sources, and based on historical analytics and query patterns, determined that only the most recent 7 days of logs are typically required. Therefore, OpenSearch Service was right-sized for retaining 7 days of logs in a hot tier. Rather than configuring UltraWarm and cold storage tiers for OpenSearch Service, copies of the remaining logs were simultaneously being sent to Amazon S3 for long-term retention and could be queried using Athena.

The combination of cost-optimization options is projected to reduce by 53% the cost of per GB of log data ingested and stored for 13 months when compared to the previous approach.

Flexibility

Another key consideration for the architecture was the flexibility to integrate with existing alerting systems and data pipelines, as well as the ability to incorporate new technology into Zurich’s log management approach. For example, Zurich also configured a connector for their existing SIEM to query OpenSearch, which further allows distributed processing from on premises and enables aggregation of data across data sources.

Within the OpenSearch Service software, there are options to expand log analysis using security analytics with predefined indicators of compromise across common log types. OpenSearch Service also offers the capability to integrate with ML capabilities such as anomaly detection and alert correlation to enhance log analysis.

With the introduction of Amazon Security Lake, there is another opportunity to expand the solution to more efficiently manage AWS logging sources and add to this architecture. For example, you can use Amazon OpenSearch Ingestion to generate security insights on security data from Amazon Security Lake.

Summary

In this post, we reviewed how Zurich was able to build a log data management architecture that provided the scalability, flexibility, performance, and cost-optimization mechanisms needed to meet their requirements.

To learn more about components of this solution, visit the Centralized Logging with OpenSearch implementation guide, review Querying AWS service logs, or run through the SIEM on Amazon OpenSearch Service workshop.


About the Authors

Clarisa Tavolieri is a Software Engineering graduate with qualifications in Business, Audit, and Strategy Consulting. With an extensive career in the financial and tech industries, she specializes in data management and has been involved in initiatives ranging from reporting to data architecture. She currently serves as the Global Head of Cyber Data Management at Zurich Group. In her role, she leads the data strategy to support the protection of company assets and implements advanced analytics to enhance and monitor cybersecurity tools.

Austin RappeportAustin Rappeport is a Computer Engineer who graduated from the University of Illinois Urbana/Champaign in 2011 with a focus in Computer Security. After graduation, he worked for the Federal Energy Regulatory Commission in the Office of Electric Reliability, working with the North American Electric Reliability Corporation’s Critical Infrastructure Protection Standards on both the audit and enforcement side, as well as standards development. Austin currently works for Zurich Insurance as the Global Head of Detection Engineering and Automation, where he leads the team responsible for using Zurich’s security tools to detect suspicious and malicious activity and improve internal processes through automation.

Samantha Gignac is a Global Security Architect at Zurich Insurance. She graduated from Ferris State University in 2014 with a Bachelor’s degree in Computer Systems & Network Engineering. With experience in the insurance, healthcare, and supply chain industries, she has held roles such as Storage Engineer, Risk Management Engineer, Vulnerability Management Engineer, and SOC Engineer. As a Cybersecurity Architect, she designs and implements secure network systems to protect organizational data and infrastructure from cyber threats.

Claire Sheridan is a Principal Solutions Architect with Amazon Web Services working with global financial services customers. She holds a PhD in Informatics and has more than 15 years of industry experience in tech. She loves traveling and visiting art galleries.

Jake Obi is a Principal Security Consultant with Amazon Web Services based in South Carolina, US, with over 20 years’ experience in information technology. He helps financial services customers improve their security posture in the cloud. Prior to joining Amazon, Jake was an Information Assurance Manager for the US Navy, where he worked on a large satellite communications program as well as hosting government websites using the public cloud.

Srikanth Daggumalli is an Analytics Specialist Solutions Architect in AWS. Out of 18 years of experience, he has over a decade of experience in architecting cost-effective, performant, and secure enterprise applications that improve customer reachability and experience, using big data, AI/ML, cloud, and security technologies. He has built high-performing data platforms for major financial institutions, enabling improved customer reach and exceptional experiences. He is specialized in services like cross-border transactions and architecting robust analytics platforms.

Freddy Kasprzykowski is a Senior Security Consultant with Amazon Web Services based in Florida, US, with over 20 years’ experience in information technology. He helps customers adopt AWS services securely according to industry best practices, standards, and compliance regulations. He is a member of the Customer Incident Response Team (CIRT), helping customers during security events, a seasoned speaker at AWS re:Invent and AWS re:Inforce conferences, and a contributor to open source projects related to AWS security.

How PostNL processes billions of IoT events with Amazon Managed Service for Apache Flink

Post Syndicated from Çağrı Çakır original https://aws.amazon.com/blogs/big-data/how-postnl-processes-billions-of-iot-events-with-amazon-managed-service-for-apache-flink/

This post is co-written with Çağrı Çakır and Özge Kavalcı from PostNL.

PostNL is the designated universal postal service provider for the Netherlands and has three main business units offering postal delivery, parcel delivery, and logistics solutions for ecommerce and cross-border solutions. With 5,800 retail points, 11,000 mailboxes, and over 900 automated parcel lockers, the company plays an important role in the logistics value chain. It aims to be the delivery organization of choice by making it as easy as possible to send and receive parcels and mail. With almost 34,000 employees, PostNL is at the heart of society. On a typical weekday, the company delivers an average of 1.1 million parcels and 6.9 million letters across Belgium, Netherlands, and Luxemburg.

In this post, we describe the legacy PostNL stream processing solution, its challenges, and why PostNL chose Amazon Managed Service for Apache Flink to help modernize their Internet of Things (IoT) data stream processing platform. We provide a reference architecture, describe the steps we took to migrate to Apache Flink, and the lessons learned along the way.

With this migration, PostNL has been able to build a scalable, robust, and extendable stream processing solution for their IoT platform. Apache Flink is a perfect fit for IoT. Scaling horizontally, it allows processing the sheer volume of data generated by IoT devices. With event time semantics, you can correctly handle events in the order they were generated, even from occasionally disconnected devices.

PostNL is excited about the potential of Apache Flink, and now plans to use Managed Service for Apache Flink with other streaming use cases and shift more business logic upstream into Apache Flink.

Apache Flink and Managed Service for Apache Flink

Apache Flink is a distributed computation framework that allows for stateful real-time data processing. It provides a single set of APIs for building batch and streaming jobs, making it straightforward for developers to work with bounded and unbounded data. Managed Service for Apache Flink is an AWS service that provides a serverless, fully managed infrastructure for running Apache Flink applications. Developers can build highly available, fault-tolerant, and scalable Apache Flink applications with ease and without needing to become an expert in building, configuring, and maintaining Apache Flink clusters on AWS.

The challenge of real-time IoT data at scale

Today, PostNL’s IoT platform, Roller Cages solution, tracks more than 380,000 assets with Bluetooth Low Energy (BLE) technology in near real time. The IoT platform was designed to provide availability, geofencing, and bottom state events of each asset by using telemetry sensor data such as GPS points and accelerometers that are coming from Bluetooth devices. Those events are used by different internal consumers to make logistical operations straightforward to plan, more efficient, and sustainable.

PostNL Roller cages tracking solution

Tracking this high volume of assets emitting different sensor readings inevitably creates billions of raw IoT events for the IoT platform as well as for the downstream systems. Handling this load repeatedly both within the IoT platform and throughout the downstream systems was neither cost-efficient nor easy to maintain. To reduce the cardinality of events, the IoT platform uses stream processing to aggregate data over fixed time windows. These aggregations must be based on the moment when the device emitted the event. This type of aggregation based on event time becomes complex when messages may be delayed and arrive out of order, which may frequently happen with IoT devices that can get disconnected temporarily.

The following diagram illustrates the overall flow from edge to the downstream systems.

PostNL IoT workflow

The workflow consists of the following components:

  1. The edge architecture includes IoT BLE devices that serve as sources of telemetry data, and gateway devices that connect these IoT devices to the IoT platform.
  2. Inlets contain a set of AWS services such as AWS IoT Core and Amazon API Gateway to collect IoT detections using MQTTS or HTTPS and deliver them to the source data stream using Amazon Kinesis Data Streams.
  3. The aggregation application filters IoT detections, aggregates them for a fixed time window, and sinks aggregations to the destination data stream.
  4. Event producers are the combination of different stateful services that generate IoT events such as geofencing, availability, bottom state, and in-transit.
  5. Outlets, including services such as Amazon EventBridge, Amazon Data Firehose, and Kinesis Data Streams, deliver produced events to consumers.
  6. Consumers, which are internal teams, interpret IoT events and build business logic based on them.

The core component of this architecture is the aggregation application. This component was originally implemented using a legacy stream processing technology. For several reasons, as we discuss shortly, PostNL decided to evolve this critical component. The journey of replacing the legacy stream processing with Managed Service for Apache Flink is the focus of the rest of this post.

The decision to migrate the aggregation application to Managed Service for Apache Flink

As the number of connected devices grows, so does the necessity for a robust and scalable platform capable of handling and aggregating massive volumes of IoT data. After thorough analysis, PostNL opted to migrate to Managed Service for Apache Flink, driven by several strategic considerations that align with evolving business needs:

  • Enhanced data aggregation – Using Apache Flink’s strong capabilities in real-time data processing enables PostNL to efficiently aggregate raw IoT data from various sources. The ability to extend the aggregation logic beyond what was provided by the current solution can unlock more sophisticated analytics and more informed decision-making processes.
  • Scalability – The managed service provides the ability to scale your application horizontally. This allows PostNL to handle increasing data volumes effortlessly as the number of IoT devices grows. This scalability means that data processing capabilities can expand in tandem with the business.
  • Focus on core business – By adopting a managed service, the IoT platform team can focus on implementing business logic and develop new use cases. The learning curve and overhead of operating Apache Flink at scale would have diverted valuable energies and resources of the relatively small team, slowing down the adoption process.
  • Cost-effectiveness – Managed Service for Apache Flink employs a pay-as-you-go model that aligns with operational budgets. This flexibility is particularly beneficial for managing costs in line with fluctuating data processing needs.

Challenges of handling late events

Common stream processing use cases require aggregating events based on when they were generated. This is called event time semantics. When implementing this type of logic, you may encounter the problem of delayed events, in which events reach your processing system late, long after other events generated around the same time.

Late events are common in IoT due to reasons inherent to the environment, such as network delays, device failures, temporarily disconnected devices, or downtime. IoT devices often communicate over wireless networks, which can introduce delays in transmitting data packets. And sometimes they may experience intermittent connectivity issues, resulting in data being buffered and sent in batches after connectivity is restored. This may result in events being processed out of order—some events may be processed several minutes after other events that were generated around the same time.

Imagine you want to aggregate events generated by devices within a specific 10-second window. If events can be several minutes late, how can you be sure you have received all events that were generated in those 10 seconds?

A simple implementation may just wait for several minutes, allowing late events to arrive. But this method means that you can’t calculate the result of your aggregation until several minutes later, increasing the output latency. Another solution would be waiting a few seconds, and then dropping any events arriving later.

Increasing latency or dropping events that may contain critical information are not palatable options for the business. The solution must be a good compromise, a trade-off between latency and completeness.

Apache Flink offers event time semantics out of the box. In contrast to other stream processing frameworks, Flink offers multiple options for dealing with late events. We dive into how Apache Flink deal with late events next.

A powerful stream processing API

Apache Flink provides a rich set of operators and libraries for common data processing tasks, including windowing, joins, filters, and transformations. It also includes over 40 connectors for various data sources and sinks, including streaming systems like Apache Kafka and Amazon Managed Streaming for Apache Kafka, or Kinesis Data Streams, databases, and also file system and object stores like Amazon Simple Storage Service (Amazon S3).

But the most important characteristic for PostNL is that Apache Flink offers different APIs with different level of abstractions. You can start with a higher level of abstraction, SQL, or Table API. These APIs abstract streaming data as more familiar tables, making them easier to learn for simpler use cases. If your logic becomes more complex, you can switch to the lower level of abstraction of the DataStream API, where streams are represented natively, closer to the processing happening inside Apache Flink. If you need the finest-grained level of control on how each single event is handled, you can switch to the Process Function.

A key learning has been that choosing one level of abstraction for your application is not an irreversible architectural decision. In the same application, you can mix different APIs, depending on the level of control you need at that specific step.

Scaling horizontally

To process billions of raw events and grow with the business, the ability to scale was an essential requirement for PostNL. Apache Flink is designed to scale horizontally, distributing processing and application state across multiple processing nodes, with the ability to scale out further when the workload grows.

For this particular use case, PostNL had to aggregate the sheer volume of raw events with similar characteristics and over time, to reduce their cardinality and make the data flow manageable for the other systems downstream. These aggregations go beyond simple transformations that handle one event at a time. They require a framework capable of stateful stream processing. This is exactly the type of use case Apache Flink was designed for.

Advanced event time semantics

Apache Flink emphasizes event time processing, which enables accurate and consistent handling of data with respect to the time it occurred. By providing built-in support for event time semantics, Flink can handle out-of-order events and late data gracefully. This capability was fundamental for PostNL. As mentioned, IoT generated events may arrive late and out of order. However, the aggregation logic must be based on the moment the measurement was actually taken by the device—the event time—and not when it’s processed.

Resiliency and guarantees

PostNL had to make sure no data sent from the device is lost, even in case of failure or restart of the application. Apache Flink offers strong fault tolerance guarantees through its distributed snapshot-based checkpointing mechanism. In the event of failures, Flink can recover the state of the computations and achieve exactly-once semantics of the result. For example, each event from a device is never missed nor counted twice, even in the event of an application failure.

The journey of choosing the right Apache Flink API

A key requirement of the migration was reproducing exactly the behavior of the legacy aggregation application, as expected by the downstream systems that can’t be modified. This introduced several additional challenges, in particular around windowing semantics and late event handling.

As we have seen, in IoT, events may be out of order by several minutes. Apache Flink offers two high-level concepts for implementing event time semantics with out-of-order events: watermarks and allowed lateness.

Apache Flink provides a range of flexible APIs with different levels of abstraction. After some initial research, Flink-SQL and the Table API were discarded. These higher levels of abstraction provide advanced windowing and event time semantics, but couldn’t provide the fine-grained control PostNL needed to reproduce exactly the behavior of the legacy application.

The lower level of abstraction of the DataStream API also offers windowing aggregation capabilities, and allows you to customize the behaviors with custom triggers, evictors, and handling late events by setting an allowed lateness.

Unfortunately, the legacy application was designed to handle late events in a peculiar way. The result was a hybrid event time and processing time logic that couldn’t be easily reproduced using high-level Apache Flink primitives.

Fortunately, Apache Flink offers a further lower level of abstraction, the ProcessFunction API. With this API, you have the finest-grained control on application state, and you can use timers to implement virtually any custom time-based logic.

PostNL decided to go in this direction. The aggregation was implemented using a KeyedProcessFunction that provides a way to perform arbitrary stateful processing on keyed streams—logically partitioned streams. Raw events from each IoT device are aggregated based on their event time (the timestamp written on the event by the source device) and the results of each window is emitted based on processing time (the current system time).

This fine-grained control finally allowed PostNL to reproduce exactly the behavior expected by the downstream applications.

The journey to production readiness

Let’s explore the journey of migrating to Managed Service for Apache Flink, from the start of the project to the rollout to production.

Identifying requirements

The first step of the migration process focused on thoroughly understanding the existing system’s architecture and performance metrics. The goal was to provide a seamless transition to Managed Service for Apache Flink with minimal disruption to ongoing operations.

Understanding Apache Flink

PostNL needed to familiarize themselves with the Managed Service for Apache Flink application and its streaming processing capabilities, including built-in windowing strategies, aggregation functions, event time vs. processing time differences, and finally KeyProcessFunction and mechanisms for handling late events.

Different options were considered, using primitives provided by Apache Flink out of the box, for event time logic and late events. The biggest requirement was to reproduce exactly the behavior of the legacy application. The ability to switch to using a lower level of abstraction helped. Using the finest-grained control allowed by the ProcessFunction API, PostNL was able to handle late events exactly as the legacy application.

Designing and implementing ProcessFunction

The business logic is designed using ProcessFunction to emulate the peculiar behavior of the legacy application in handling late events without excessively delaying the initial results. PostNL decided to use Java for the implementation, because Java is the primary language for Apache Flink. Apache Flink allows you to develop and test your application locally, in your preferred integrated development environment (IDE), using all the available debug tools, before deploying it to Managed Service for Apache Flink. Java 11 with Maven compiler was used for implementation. For more information about IDE requirements, refer to Getting started with Amazon Managed Service for Apache Flink (DataStream API).

Testing and validation

The following diagram shows the architecture used to validate the new application.

Testing architecture

To validate the behavior of the ProcessFunction and late event handling mechanisms, integration tests were designed to run both the legacy application and the Managed Service for Flink application in parallel (Steps 3 and 4). This parallel execution allowed PostNL to directly compare the results generated by each application under identical conditions. Multiple integration test cases push data to the source stream (2) in parallel (7) and wait until their aggregation window is complete, then they pull the aggregated results from the destination stream to compare (8). Integration tests are automatically triggered by the CI/CD pipeline after deployment of the infrastructure is complete. During the integration tests, the primary focus was on achieving data consistency and processing accuracy between the legacy application and the Managed Service for Flink application. The output streams, aggregated data, and processing latencies were compared to validate that the migration didn’t introduce any unexpected discrepancies. For writing and running the integration tests, Robot Framework, an open source automation framework, was utilized.

After the integration tests are passed, there is one more validation layer: end-to-end tests. Similar to the integration tests, end-to-end tests are automatically invoked by the CI/CD pipeline after the deployment of the platform infrastructure is complete. This time, multiple end-to-end test cases send data to AWS IoT Core (1) in parallel (9) and check the aggregated results from the destination S3 bucket (5, 6) dumped from the output stream to compare (10).

Deployment

PostNL decided to run the new Flink application on shadow mode. The new application ran for some time in parallel with the legacy application, consuming exactly the same inputs, and sending output from both applications to a data lake on Amazon S3. This allowed them to compare the results of the two applications using real production data, and also to test the stability and performance of the new one.

Performance optimization

During migration, the PostNL IoT platform team learned how the Flink application can be fine-tuned for optimal performance, considering factors such as data volume, processing speed, and efficient late event handling. A particularly interesting aspect was to verify that the state size wasn’t increasing unbounded over the long term. A risk of using the finest-grained control of ProcessFunction is state leak. This happens when your implementation, directly controlling the state in the ProcessFunction, misses some corner cases where a state is never deleted. This causes the state to grow unbounded. Because streaming applications are designed to run continuously, an expanding state can degrade performance and eventually exhaust memory or local disk space.

With this phase of testing, PostNL found the right balance of application parallelism and resources—including compute, memory, and storage—to process the normal daily workload profile without lag, and handle occasional peaks without over-provisioning, optimizing both performance and cost-effectiveness.

Final switch

After running the new application in shadow mode for some time, the team decided the application was stable and emitting the expected output. The PostNL IoT platform finally switched over to production and shut down the legacy application.

Key takeaways

Among the several learnings gathered in the journey of adopting Managed Service for Apache Flink, some are particularly important, and proving key when expanding to new and diverse use cases:

  • Understand event time semantics – A deep understanding of event time semantics is crucial in Apache Flink for accurately implementing time-dependent data operations. This knowledge makes sure events are processed correctly relative to when they actually occurred.
  • Use the powerful Apache Flink API – Apache Flink’s API allows for the creation of complex, stateful streaming applications beyond basic windowing and aggregations. It’s important to fully grasp the extensive capabilities offered by the API to tackle sophisticated data processing challenges.
  • With power comes more responsibility – The advanced functionality of Apache Flink’s API brings significant responsibility. Developers must make sure applications are efficient, maintainable, and stable, requiring careful resource management and adherence to best practices in coding and system design.
  • Don’t mix event time and processing time logic – Combining event time and processing time for data aggregation presents unique challenges. It prevents you from using higher-level functionalities provided out of the box by Apache Flink. The lowest level of abstractions among Apache Flink APIs allow for implementing custom time-based logic, but require a careful design to achieve accuracy and timely results, alongside extensive testing to validate good performance.

Conclusion

In the journey of adopting Apache Flink, the PostNL team learned how the powerful Apache Flink APIs allow you to implement complex business logic. The team came to appreciate how Apache Flink can be utilized to solve several and diverse problems, and they are now planning to extend it to more stream processing use cases.

With Managed Service for Apache Flink, the team was able to focus on the business value and implementing the required business logic, without worrying about the heavy lifting of setting up and managing an Apache Flink cluster.

To learn more about Managed Service for Apache Flink and choosing the right managed service option and API for your use case, see What is Amazon Managed Service for Apache Flink. To experience hands-on how to develop, deploy, and operate Apache Flink applications on AWS, see the Amazon Managed Service for Apache Flink Workshop.


About the Authors

Çağrı ÇakırÇağrı Çakır is the Lead Software Engineer for the PostNL IoT platform, where he manages the architecture that processes billions of events each day. As an AWS Certified Solutions Architect Professional, he specializes in designing and implementing event-driven architectures and stream processing solutions at scale. He is passionate about harnessing the power of real-time data, and dedicated to optimizing operational efficiency and innovating scalable systems.

Ozge KavalciÖzge Kavalcı works as Senior Solution Engineer for the PostNL IoT platform and loves to build cutting-edge solutions that integrate with the IoT landscape. As an AWS Certified Solutions Architect, she specializes in designing and implementing highly scalable serverless architectures and real-time stream processing solutions that can handle unpredictable workloads. To unlock the full potential of real-time data, she is dedicated to shaping the future of IoT integration.

Amit SinghAmit Singh works as a Senior Solutions Architect at AWS with enterprise customers on the value proposition of AWS, and participates in deep architectural discussions to make sure solutions are designed for successful deployment in the cloud. This includes building deep relationships with senior technical individuals to enable them to be cloud advocates. In his free time, he likes to spend time with his family and learn more about everything cloud.

Lorenzo NicoraLorenzo Nicora works as Senior Streaming Solutions Architect at AWS helping customers across EMEA. He has been building cloud-centered, data-intensive systems for several years, working in the finance industry both through consultancies and for fintech product companies. He has used open-source technologies extensively and contributed to several projects, including Apache Flink.

Protein similarity search using ProtT5-XL-UniRef50 and Amazon OpenSearch Service

Post Syndicated from Camillo Anania original https://aws.amazon.com/blogs/big-data/protein-similarity-search-using-prott5-xl-uniref50-and-amazon-opensearch-service/

A protein is a sequence of amino acids that, when chained together, creates a 3D structure. This 3D structure allows the protein to bind to other structures within the body and initiate changes. This binding is core to the working of many drugs.

A common workflow within drug discovery is searching for similar proteins, because similar proteins likely have similar properties. Given an initial protein, researchers often look for variations that exhibit stronger binding, better solubility, or reduced toxicity. Despite advances in protein structure prediction, it’s still sometimes necessary to predict protein properties based on sequence alone. Thus, there is a need to quickly and at-scale get similar sequences based on an input sequence. In this blog post, we propose a solution based on Amazon OpenSearch Service for similarity search and the pretrained model ProtT5-XL-UniRef50, which we will use to generate embeddings. A repository providing such solution is available here. ProtT5-XL-UniRef50 is based on the t5-3b model and was pretrained on a large corpus of protein sequences in a self-supervised fashion.

Before diving into our solution, it’s important to understand what embeddings are and why they’re crucial for our task. Embeddings are dense vector representations of objects—proteins in our case—that capture the essence of their properties in a continuous vector space. An embedding is essentially a compact vector representation that encapsulates the significant features of an object, making it easier to process and analyze. Embeddings play an important role in understanding and processing complex data. They not only reduce dimensionality but also capture and encode intrinsic properties. This means that objects (such as words or proteins) with similar characteristics result in embeddings that are closer in the vector space. This proximity allows us to perform similarity searches efficiently, making embeddings invaluable for identifying relationships and patterns in large datasets.

Consider the analogy of fruits and their properties. In an embedding space, fruits such as mandarins and oranges would be close to each other because they share some characteristics, such as being round, color, and having similar nutritional properties. Similarly, bananas would be close to plantains, reflecting their shared properties. Through embeddings, we can understand and explore these relationships intuitively.

ProtT5-XL-UniRef50 is a machine learning (ML) model specifically designed to understand the language of proteins by converting protein sequences into multidimensional embeddings. These embeddings capture biological properties, allowing us to identify proteins with similar functions or structures in a multi-dimensional space because similar proteins will be encoded close together. This direct encoding of proteins into embeddings is crucial for our similarity search, providing a robust foundation for identifying potential drug targets or understanding protein functions.

Embeddings for the UniProtKB/Swiss-Prot protein database, which we use for this post, have been pre-computed and are available for download. If you have your own novel proteins, you can compute embeddings using ProtT5-XL-UniRef50, and then use these pre-computed embeddings to find known proteins with similar properties

In this post, we outline the broad functionalities of the solution and its components. Following this, we provide a brief explanation of what embeddings are, discussing the specific model used in our example. We then show how you can run this model on Amazon SageMaker. In addition, we dive into how to use the OpenSearch Service as a vector database. Finally, we demonstrate some practical examples of running similarity searches on protein sequences.

Solution overview

Let’s walk through the solution and all its components. Code for this solution is available on GitHub.

  1. We use OpenSearch Service vector database (DB) capabilities to store a sample of 20 thousand pre-calculated embeddings. These will be used to demonstrate similarity search. OpenSearch Service has advanced vector DB capabilities supporting multiple popular vector DB algorithms. For an overview of such capabilities see Amazon OpenSearch Service’s vector database capabilities explained.
  2. The open source prot_t5_xl_uniref50 ML model, hosted on Huggingface Hub, was used to calculate protein embeddings. We use the SageMaker Huggingface Inference Toolkit to quickly customize and deploy the model on SageMaker.
  3. The model is deployed and the solution is ready to calculate embeddings on any input protein sequence and perform similarity search against the protein embeddings we have preloaded on OpenSearch Service.
  4. We use a SageMaker Studio notebook to show how to deploy the model on SageMaker and then use an endpoint to extract protein features in the form of embeddings.
  5. After we have generated the embeddings in real time from the SageMaker endpoint, we run a query on OpenSearch Service to determine the five most similar proteins currently stored on OpenSearch Service index.
  6. Finally, the user can see the result directly from the SageMaker Studio notebook.
  7. To understand if the similarity search works well, we choose the Immunoglobulin Heavy Diversity 2/OR15-2A protein and we calculate its embeddings. The embeddings returned by the model are pre-residue, which is a detailed level of analysis where each individual residue (amino acid) in the protein is considered. In our case, we want to focus on the overall structure, function, and properties of the protein, so we calculate the per-protein embeddings. We achieve that by doing dimensionality reduction, calculating the mean overall per-residue features. Finally, we use the resulting embeddings to perform a similarity search and the first five proteins ordered by similarity are:
    • Immunoglobulin Heavy Diversity 3/OR15-3A
    • T Cell Receptor Gamma Joining 2
    • T Cell Receptor Alpha Joining 1
    • T Cell Receptor Alpha Joining 11
    • T Cell Receptor Alpha Joining 50

These are all immune cells with T cell receptors being a subtype of immunoglobulin. The similarity surfaced proteins that are all bio-functionally similar.

Costs and clean up

The solution we just walked through creates an OpenSearch Service domain which is billed according to number and instance type selected during creation time, see the OpenSearch Service Pricing page for the rate of those. You will also be charged for the SageMaker endpoint created by the deploy-and-similarity-search notebook, which is currently using a ml.g4dn.8xlarge instance type. See SageMaker pricing for details.

Finally, you are charged for the SageMaker Studio Notebooks according to the instance type you are using as detailed on the pricing page.

To clean up the resources created by this solution:

Conclusion

In this blog post we described a solution capable of calculating protein embeddings and performing similarity searches to find similar proteins. The solution uses the open source ProtT5-XL-UniRef50 model to calculate the embeddings and it deploys it on SageMaker Inference. We used OpenSearch Service as the vector DB. OpenSearch Service is pre-populated with 20 thousand human proteins from UniProt. Finally, the solution was validated by performing a similarity search on the Immunoglobulin Heavy Diversity 2/OR15-2A protein. We successfully evaluated that the proteins returned from OpenSearch Service are all in the immunoglobulin family and are bio-functionally similar. Code for this solution is available in GitHub.

The solution can be further tuned by testing different supported OpenSearch Service KNN algorithms and scaled by importing additional protein embeddings into OpenSearch Service indexes.

Resources:

  • Elnaggar A, et al. “ProtTrans: Toward Understanding the Language of Life Through Self-Supervised Learning”. IEEE Trans Pattern Anal Mach Intell. 2020.
  • Mikolov, T.; Yih, W.; Zweig, G. “Linguistic Regularities in Continuous Space Word Representations”. HLT-Naacl: 746–751. 2013.

About the Authors

that's meCamillo Anania is a Senior Solutions Architect at AWS. He is a tech enthusiast who loves helping healthcare and life science startups get the most out of the cloud. With a knack for cloud technologies, he’s all about making sure these startups can thrive and grow by leveraging the best cloud solutions. He is excited about the new wave of use cases and possibilities unlocked by GenAI and does not miss a chance to dive into them.

Adam McCarthy is the EMEA Tech Leader for Healthcare and Life Sciences Startups at AWS. He has over 15 years’ experience researching and implementing machine learning, HPC, and scientific computing environments, especially in academia, hospitals, and drug discovery.

How EchoStar ingests terabytes of data daily across its 5G Open RAN network in near real-time using Amazon Redshift Serverless Streaming Ingestion

Post Syndicated from Balaram Mathukumilli original https://aws.amazon.com/blogs/big-data/how-echostar-ingests-terabytes-of-data-daily-across-its-5g-open-ran-network-in-near-real-time-using-amazon-redshift-serverless-streaming-ingestion/

This post was co-written with Balaram Mathukumilli, Viswanatha Vellaboyana and Keerthi Kambam from DISH Wireless, a wholly owned subsidiary of EchoStar.

EchoStar, a connectivity company providing television entertainment, wireless communications, and award-winning technology to residential and business customers throughout the US, deployed the first standalone, cloud-native Open RAN 5G network on AWS public cloud.

Amazon Redshift Serverless is a fully managed, scalable cloud data warehouse that accelerates your time to insights with fast, simple, and secure analytics at scale. Amazon Redshift data sharing allows you to share data within and across organizations, AWS Regions, and even third-party providers, without moving or copying the data. Additionally, it allows you to use multiple warehouses of different types and sizes for extract, transform, and load (ETL) jobs so you can tune your warehouses based on your write workloads’ price-performance needs.

You can use the Amazon Redshift Streaming Ingestion capability to update your analytics data warehouse in near real time. Redshift Streaming Ingestion simplifies data pipelines by letting you create materialized views directly on top of data streams. With this capability in Amazon Redshift, you can use SQL to connect to and directly ingest data from data streams, such as Amazon Kinesis Data Streams or Amazon Managed Streaming for Apache Kafka (Amazon MSK), and pull data directly to Amazon Redshift.

EchoStar uses Redshift Streaming Ingestion to ingest over 10 TB of data daily from more than 150 MSK topics in near real time across its Open RAN 5G network. This post provides an overview of real-time data analysis with Amazon Redshift and how EchoStar uses it to ingest hundreds of megabytes per second. As data sources and volumes grew across its network, EchoStar migrated from a single Redshift Serverless workgroup to a multi-warehouse architecture with live data sharing. This resulted in improved performance for ingesting and analyzing their rapidly growing data.

“By adopting the strategy of ‘parse and transform later,’ and establishing an Amazon Redshift data warehouse farm with a multi-cluster architecture, we leveraged the power of Amazon Redshift for direct streaming ingestion and data sharing.

“This innovative approach improved our data latency, reducing it from two–three days to an average of 37 seconds. Additionally, we achieved better scalability, with Amazon Redshift direct streaming ingestion supporting over 150 MSK topics.”

—Sandeep Kulkarni, VP, Software Engineering & Head of Wireless OSS Platforms at EchoStar

EchoStar use case

EchoStar needed to provide near real-time access to 5G network performance data for downstream consumers and interactive analytics applications. This data is sourced from the 5G network EMS observability infrastructure and is streamed in near real-time using AWS services like AWS Lambda and AWS Step Functions. The streaming data produced many small files, ranging from bytes to kilobytes. To efficiently integrate this data, a messaging system like Amazon MSK was required.

EchoStar was processing over 150 MSK topics from their messaging system, with each topic containing around 1 billion rows of data per day. This resulted in an average total data volume of 10 TB per day. To use this data, EchoStar needed to visualize it, perform spatial analysis, join it with third-party data sources, develop end-user applications, and use the insights to make near real-time improvements to their terrestrial 5G network. EchoStar needed a solution that does the following:

  • Optimize parsing and loading of over 150 MSK topics to enable downstream workloads to run simultaneously without impacting each other
  • Allow hundreds of queries to run in parallel with desired query throughput
  • Seamlessly scale capacity with the increase in user base and maintain cost-efficiency

Solution overview

EchoStar migrated from a single Redshift Serverless workgroup to a multi-warehouse Amazon Redshift architecture in partnership with AWS. The new architecture enables workload isolation by separating streaming ingestion and ETL jobs from analytics workloads across multiple Redshift compute instances. At the same time, it provides live data sharing using a single copy of the data between the data warehouse. This architecture takes advantage of AWS capabilities to scale Redshift streaming ingestion jobs and isolate workloads while maintaining data access.

The following diagram shows the high-level end-to-end serverless architecture and overall data pipeline.

Architecture Diagram

The solution consists of the following key components:

  • Primary ETL Redshift Serverless workgroup – A primary ETL producer workgroup of size 392 RPU
  • Secondary Redshift Serverless workgroups – Additional producer workgroups of varying sizes to distribute and scale near real-time data ingestion from over 150 MSK topics based on price-performance requirements
  • Consumer Redshift Serverless workgroup – A consumer workgroup instance to run analytics using Tableau

To efficiently load multiple MSK topics into Redshift Serverless in parallel, we first identified the topics with the highest data volumes in order to determine the appropriate sizing for secondary workgroups.

We began by sizing the system initially to Redshift Serverless workgroup of 64 RPU. Then we onboarded a small number of MSK topics, creating related streaming materialized views. We incrementally added more materialized views, evaluating overall ingestion cost, performance, and latency needs within a single workgroup. This initial benchmarking gave us a solid baseline to onboard the remaining MSK topics across multiple workgroups.

In addition to a multi-warehouse approach and workgroup sizing, we optimized such large-scale data volume ingestion with an average latency of 37 seconds by splitting ingestion jobs into two steps:

  • Streaming materialized views – Use JSON_PARSE to ingest data from MSK topics in Amazon Redshift
  • Flattening materialized views – Shred and perform transformations as a second step, reading data from the respective streaming materialized view

The following diagram depicts the high-level approach.

MSK to Redshift

Best practices

In this section, we share some of the best practices we observed while implementing this solution:

  • We performed an initial Redshift Serverless workgroup sizing based on three key factors:
    • Number of records per second per MSK topic
    • Average record size per MSK topic
    • Desired latency SLA
  • Additionally, we created only one streaming materialized view for a given MSK topic. Creation of multiple materialized views per MSK topic can slow down the ingestion performance because each materialized view becomes a consumer for that topic and shares the Amazon MSK bandwidth for that topic.
  • While defining the streaming materialized view, we avoided using JSON_EXTRACT_PATH_TEXT to pre-shred data, because json_extract_path_text operates on the data row by row, which significantly impacts ingestion throughput. Instead, we adopted JSON_PARSE with the CAN_JSON_PARSE function to ingest data from the stream at lowest latency and to guard against errors. The following is a sample SQL query we used for the MSK topics (the actual data source names have been masked due to security reasons):
CREATE MATERIALIZED VIEW <source-name>_streaming_mvw AUTO REFRESH YES AS
SELECT
    kafka_partition,
    kafka_offset,
    refresh_time,
    case when CAN_JSON_PARSE(kafka_value) = true then JSON_PARSE(kafka_value) end as Kafka_Data,
    case when CAN_JSON_PARSE(kafka_value) = false then kafka_value end as Invalid_Data
FROM
    external_<source-name>."<source-name>_mvw";
  • We kept the streaming materialized views simple and moved all transformations like unnesting, aggregation, and case expressions to a later step as flattening materialized views. The following is a sample SQL query we used to flatten data by reading the streaming materialized views created in the previous step (the actual data source and column names have been masked due to security reasons):
CREATE MATERIALIZED VIEW <source-name>_flatten_mvw AUTO REFRESH NO AS
SELECT
    kafka_data."<column1>" :: integer as "<column1>",
    kafka_data."<column2>" :: integer as "<column2>",
    kafka_data."<column3>" :: bigint as "<column3>",
    … 
    …
    …
    …
FROM
    <source-name>_streaming_mvw;
  • The streaming materialized views were set to auto refresh so that they can continuously ingest data into Amazon Redshift from MSK topics.
  • The flattening materialized views were set to manual refresh based on SLA requirements using Amazon Managed Workflows for Apache Airflow (Amazon MWAA).
  • We skipped defining any sort key in the streaming materialized views to further accelerate the ingestion speed.
  • Lastly, we used SYS_MV_REFRESH_HISTORY and SYS_STREAM_SCAN_STATES system views to monitor the streaming ingestion refreshes and latencies.

For more information about best practices and monitoring techniques, refer to Best practices to implement near-real-time analytics using Amazon Redshift Streaming Ingestion with Amazon MSK.

Results

EchoStar saw improvements with this solution in both performance and scalability across their 5G Open RAN network.

Performance

By isolating and scaling Redshift Streaming Ingestion refreshes across multiple Redshift Serverless workgroups, EchoStar met their latency SLA requirements. We used the following SQL query to measure latencies:

WITH curr_qry as (
    SELECT
        mv_name,
        cast(partition_id as int) as partition_id,
        max(query_id) as current_query_id
    FROM
        sys_stream_scan_states
    GROUP BY
        mv_name,
        cast(partition_id as int)
)
SELECT
    strm.mv_name,
    tmp.partition_id,
    min(datediff(second, stream_record_time_max, record_time)) as min_latency_in_secs,
    max(datediff(second, stream_record_time_min, record_time)) as max_latency_in_secs
FROM
    sys_stream_scan_states strm,
    curr_qry tmp
WHERE
    strm.query_id = tmp.current_query_id
    and strm.mv_name = tmp.mv_name
    and strm.partition_id = tmp.partition_id
GROUP BY 1,2
ORDER BY 1,2;

When we further aggregate the preceding query to only the mv_name level (removing partition_id, which uniquely identifies a partition in an MSK topic), we find the average daily performance results we achieved on a Redshift Serverless workgroup size of 64 RPU as shown in the following chart. (The actual materialized view names have been hashed for security reasons because it maps to an external vendor name and data source.)

S.No. stream_name_hash min_latency_secs max_latency_secs avg_records_per_day
1 e022b6d13d83faff02748d3762013c 1 6 186,395,805
2 a8cc0770bb055a87bbb3d37933fc01 1 6 186,720,769
3 19413c1fc8fd6f8e5f5ae009515ffb 2 4 5,858,356
4 732c2e0b3eb76c070415416c09ffe0 3 27 12,494,175
5 8b4e1ffad42bf77114ab86c2ea91d6 3 4 149,927,136
6 70e627d11eba592153d0f08708c0de 5 5 121,819
7 e15713d6b0abae2b8f6cd1d2663d94 5 31 148,768,006
8 234eb3af376b43a525b7c6bf6f8880 6 64 45,666
9 38e97a2f06bcc57595ab88eb8bec57 7 100 45,666
10 4c345f2f24a201779f43bd585e53ba 9 12 101,934,969
11 a3b4f6e7159d9b69fd4c4b8c5edd06 10 14 36,508,696
12 87190a106e0889a8c18d93a3faafeb 13 69 14,050,727
13 b1388bad6fc98c67748cc11ef2ad35 25 118 509
14 cf8642fccc7229106c451ea33dd64d 28 66 13,442,254
15 c3b2137c271d1ccac084c09531dfcd 29 74 12,515,495
16 68676fc1072f753136e6e992705a4d 29 69 59,565
17 0ab3087353bff28e952cd25f5720f4 37 71 12,775,822
18 e6b7f10ea43ae12724fec3e0e3205c 39 83 2,964,715
19 93e2d6e0063de948cc6ce2fb5578f2 45 45 1,969,271
20 88cba4fffafd085c12b5d0a01d0b84 46 47 12,513,768
21 d0408eae66121d10487e562bd481b9 48 57 12,525,221
22 de552412b4244386a23b4761f877ce 52 52 7,254,633
23 9480a1a4444250a0bc7a3ed67eebf3 58 96 12,522,882
24 db5bd3aa8e1e7519139d2dc09a89a7 60 103 12,518,688
25 e6541f290bd377087cdfdc2007a200 71 83 176,346,585
26 6f519c71c6a8a6311f2525f38c233d 78 115 100,073,438
27 3974238e6aff40f15c2e3b6224ef68 79 82 12,770,856
28 7f356f281fc481976b51af3d76c151 79 96 75,077
29 e2e8e02c7c0f68f8d44f650cd91be2 92 99 12,525,210
30 3555e0aa0630a128dede84e1f8420a 97 105 8,901,014
31 7f4727981a6ba1c808a31bd2789f3a 108 110 11,599,385

All 31 materialized views running and refreshing concurrently and continuously show a minimum latency of 1 second and a maximum latency of 118 seconds over the last 7 days, meeting EchoStar’s SLA requirements.

Scalability

With this Redshift data sharing enabled multi-warehouse architecture approach, EchoStar can now quickly scale their Redshift compute resources on demand by using the Redshift data sharing architecture to onboard the remaining 150 MSK topics. In addition, as their data sources and MSK topics increase further, they can quickly add additional Redshift Serverless workgroups (for example, another Redshift Serverless 128 RPU workgroup) to meet their desired SLA requirements.

Conclusion

By using the scalability of Amazon Redshift and a multi-warehouse architecture with data sharing, EchoStar delivers near real-time access to over 150 million rows of data across over 150 MSK topics, totaling 10 TB ingested daily, to their users.

This split multi-producer/consumer model of Amazon Redshift can bring benefits to many workloads that have similar performance characteristics as EchoStar’s warehouse. With this pattern, you can scale your workload to meet SLAs while optimizing for price and performance. Please reach out to your AWS Account Team to engage an AWS specialist for additional help or for a proof of concept.


About the authors

Balaram Mathukumilli is Director, Enterprise Data Services at DISH Wireless. He is deeply passionate about Data and Analytics solutions. With 20+ years of experience in Enterprise and Cloud transformation, he has worked across domains such as PayTV, Media Sales, Marketing and Wireless. Balaram works closely with the business partners to identify data needs, data sources, determine data governance, develop data infrastructure, build data analytics capabilities, and foster a data-driven culture to ensure their data assets are properly managed, used effectively, and are secure

Viswanatha Vellaboyana, a Solutions Architect at DISH Wireless, is deeply passionate about Data and Analytics solutions. With 20 years of experience in enterprise and cloud transformation, he has worked across domains such as Media, Media Sales, Communication, and Health Insurance. He collaborates with enterprise clients, guiding them in architecting, building, and scaling applications to achieve their desired business outcomes.

Keerthi Kambam is a Senior Engineer at DISH Network specializing in AWS Services. She builds scalable data engineering and analytical solutions for dish customer faced applications. She is passionate about solving complex data challenges with cloud solutions.

Raks KhareRaks Khare is a Senior Analytics Specialist Solutions Architect at AWS based out of Pennsylvania. He helps customers across varying industries and regions architect data analytics solutions at scale on the AWS platform. Outside of work, he likes exploring new travel and food destinations and spending quality time with his family.

Adi Eswar has been a core member of the AI/ML and Analytics Specialist team, leading the customer experience of customer’s existing workloads and leading key initiatives as part of the Analytics Customer Experience Program and Redshift enablement in AWS-TELCO customers. He spends his free time exploring new food, cultures, national parks and museums with his family.

Shirin Bhambhani is a Senior Solutions Architect at AWS. She works with customers to build solutions and accelerate their cloud migration journey. She enjoys simplifying customer experiences on AWS.

Vinayak Rao is a Senior Customer Solutions Manager at AWS. He collaborates with customers, partners, and internal AWS teams to drive customer success, delivery of technical solutions, and cloud adoption.

How to use SES Mail Manager SMTP Relay action to deliver inbound email to Google Workspace and Microsoft 365

Post Syndicated from Zip Zieper original https://aws.amazon.com/blogs/messaging-and-targeting/how-to-use-ses-mail-manager-smtp-relay-action-to-deliver-inbound-email-to-google-workspace-and-microsoft-365/

Introduction

Customers often ask us if the Amazon Simple Email Service (SES) inbound capabilities they use with applications hosted on AWS infrastructure can also be used to process and automate employee email hosted on public services like Google Workspace and Microsoft 365. The answer has typically been “yes, but with some limitations”, as until now, SES inbound has been somewhat constrained by the fact that it didn’t support relaying messages for an existing domain. This limitation makes it very difficult to fully manage email flows across hybrid email environments.

Such conversations led the SES team to create Amazon Simple Email Service (SES) Mail Manager which offers a set of capabilities that simplify managing large volumes of email communications within an organization. Mail Manager’s rules set conditions and actions can optimize routing for improved delivery and communication flow, both for incoming and outgoing emails. Mail Manager’s email security features can be augmented by optional add-ons from industry-leading, vetted third-party providers. Flexible archiving features help organizations meet stringent compliance and record-keeping requirements.

In this blog, we position Mail Manager as a central ingress gateway for a fictitious company, Nutrition.co, that is based on real-world AWS customers. We discuss the customer challenges and explain how to configure Mail Manager’s SMTP Relay action to intercept, archive then deliver emails destined for employees’ Google Workspace hosted Gmail and Microsoft 365 hosted Exchange Online mailboxes. Similar mail flows can be used to process, automate and archive emails destined for their AWS hosted apps.

You can learn more about all of Mail Manager’s capabilities here.

Customer background and use case

Our fictitious company, Nutrition.co, is an online retail business with multiple employee departments, including administration, marketing, sales and fulfillment. The company has acquired several smaller rivals that use both Google Workspace and Microsoft 365 to host their employee inboxes, and plan to consolidate all users onto the same domain ( such as [email protected] and [email protected]). They also host several applications on Amazon Web Services (AWS) that use Amazon SES’ inbound capability to receive emails using a subdomain *customer-support*.nutrition.co, such as orders@*customer-support*.nutrition.co and returns@*customer-support*.nutrition.co.

Nutrition.co is looking for a solution to unify all their email domain routing, security and archiving processes onto one centralized management system to simplify their email infrastructure. They want an approach that provides more flexibility to control which addresses and domains are used for apps and automation as well as employee mail. They also want to enhance email compliance and governance with a flexible solution for screening, processing and archiving inbound emails to both employees and applications, before delivering those emails to recipient inboxes on Google Workspace and Microsoft 365 and applications hosted on AWS.

The SES Mail Manger based central ingress and egress gateway architecture we propose will allow Nutrition.co to manage their peer-to-peer and application-driven emails in one place, Amazon SES. It will simplify email security and management, and make it easy to unlock new cloud-enabled email use cases. The architecture can be modified to acommodate a wide variety of email infrastructure, including fully cloud hosted, on-premises, and hybrid mailbox hosting environments.

What is an Inbound SMTP Gateway?

An Inbound SMTP Gateway is an SMTP server that accepts inbound email via an Open Ingress Point, and then delivers those messages to another email environment’s inbound SMTP server. In the diagram below, Mail Manger is configured as an inbound SMTP Gateway:

Figure 1: Diagram of the inbound gateway mail flow to a mailbox hosting environment

Figure 1: Diagram of the inbound gateway mail flow to a mailbox hosting environment

“Inbound email” refers to email traffic flows where the originator of the message can be either a trusted (for example: the UK division of Nutrition.co) or an untrusted (for example: a Nutrition.co customer or vendor) entity. To send an email, the originating email system looks up the recipient domain’s MX record in the global DNS system to determine the address for the recipient’s inbound mail server. Once a connection is established on port 25, the originating server delivers the email message using the SMTP protocol typically using STARTTLS for transport level encryption. Inbound messages are typically authenticated using the SPF, DKIM, and DMARC industry standard protocols, which help ensure the messages are coming from the legitimate sender’s domain.

An Inbound SMTP gateway can act on messages, for example to process and/or archive, before passing them along to the end recipient’s email server. To learn more about archiving emails in transit, visit this blog.

Configuring Mail Manager as an Inbound SMTP Gateway

Before we can configure Mail Manager as an Inbound Gateway for Nutrition.co’s Google Workspace and Microsoft 365 hosted mailboxes, we need to “allow-list” Mail Manager in Nutrition.co’s Google Workspace and Microsoft 365 settings. Allow-listing in this context refers to configuring the hosted mailbox environments such that Mail Manager is not identified as the source of messages, but rather as an SMTP relay.

This configuration is necessary because the messages being relayed through Mail Manager originate from both trusted and untrusted senders. This mail flow will contain both wanted and, potentially, unwanted messages. Mail Manager is the intermediary, not the source of potentially unwanted email passing through Mail Manager’s Open Ingress Point before being relayed to the destination mailbox environment.

If Mail Manager is not allow-listed, inbound email that is relayed thru Mail Manager’s Open Ingress Point will fail SPF checks because the IP addresses of the intermediary server are not authorized by the domain’s SPF policy. Since DMARC relies on SPF, messages from intermediary mail servers will fail the domain’s DMARC policy if they are not signed with a domain-aligned DKIM signature.

Mailbox hosting environments and their anti-spam algorithms rely on SPF, DKIM and DMARC for authenticating different inbound mail flow configurations before making an assessment about the message’s disposition. Properly authenticated messages, if not otherwise identified as unwanted by recipients and their security administrator, are delivered to Inboxes. Messages that are not authenticated are more likely to be treated as spam. Messages from intermediary servers can sometimes be mistaken as spoofed or unwanted messages.

By allow-listing the egress IP addresses of the Mail Manager servers, Nutrition.co’s Google Workspace and Microsoft 365 hosting environments will be able to assess the correct SPF result when receiving inbound email from Mail Manager.

Note: Do not include Mail Manager’s IP addresses in the domain’s SPF policy, These IP addresses are shared by other Mail Manager customers so including them in the domain’s SPF policy can introduce a security risk.

Note: It is also possible to use DKIM and ARC for allow-listing mail streams, but Gmail and Exchange Online both support IP allow-listing.

Note: Nutrition.co’s Google Workspace and Microsoft 365 hosting environments may still make a spam assessment about the messages under the context that Mail Manager is not the original sender, but this is not common.

Figure 2: Diagram of the SES Mail Manager architecture to accept inbound email via an open Ingress endpoint and configured with a Rule set condition to relay messages with the SMTP Relay action.

Figure 2: Diagram of the SES Mail Manager architecture to accept inbound email via an open Ingress endpoint and configured with a Rule set condition to relay messages with the SMTP Relay action.

In the diagram above, the interaction points are as follows:

1. Email senders look in DNS to discover the MX record for example.com.
2. The value of the domain’s MX record is the A record of the Mail Manager Ingress endpoint. The Ingress endpoint is configured as an ‘open’ Ingress endpoint so that it can receive inbound email without requiring SMTP Auth
3. The Ingress endpoint traffic policy is configured to allow and deny traffic
4. The Rule Set conditions determine which messages are to be relayed
5. The SMTP Relay action relays messages for recipients that are SES verified identities

Configuring Mail Manager as an Inbound SMTP Gateway

Prerequisites

  • Access to the administrative console for Nutrition.co’s Google Workspace and Microsoft 365 hosted mailboxes
  • Access to the DNS zone hosting the MX records for the Nutrition.co’s domains

Step 1: Allow-list the regional Mail Manager IP addresses in Nutrition.co’s Google Workspace and Microsoft 365, and create the Mail Manager relay action(s) in AWS SES console.

  • If you do not configure the allow-list Nutrition.co’s Google Workspace and Microsoft 365 hosted, it may cause those mailbox providers to reject as spam or send to junk the emails replayed from your Mail Manager environment.

Step 1-a: Follow the instructions to allow-list Mail Manager to relay email to Nutrition.co’s Google Workspace and Microsoft 365 environments.

Step1-b: Create an SMTP relay for your mailbox hosting environment

* See Creating an SMTP relay in the SES console

Figure 3: Screenshot of an SMTP Relay rule action configured for Microsoft 365 Exchange Online inbound receiving

Figure 3: Screenshot of an SMTP Relay rule action configured for Microsoft 365 Exchange Online inbound receiving

Figure 4: Screenshot of an SMTP Relay rule action configured for Google Workspaces Gmail inbound receiving

Figure 4: Screenshot of an SMTP Relay rule action configured for Google Workspaces Gmail inbound receiving

Because Nutrition.co hosts email in both Google Workspace and Microsoft 365, we must create SMTP Relay actions for both.

Step 2: In SES console, verify Nutrition.co’s email domain, which is nutrition.co

SES needs to prove that Nutrition.co owns the domain of each of the recipient addresses before it will begin relaying inbound email. If you cannot verify ownership of the recipient email destinations, SES will not relay messages.

Follow the instructions to verify Nutrition.co’s SES domain identity for the recipient email addresses within Nutrition.co’s Google Workspace and Microsoft 365 environments. (*note that subdomains such as customer-support.nutrition.co inherit verification from the parent domain*).

Figure 5: Screenshot of a successfully verified domain in the SES console.

Figure 5: Screenshot of a successfully verified domain in the SES console.

Step 3: Configure Mail Manager with an Open Ingress Point and Rule Set Action to relay inbound email to the mailbox hosting environment.

Step 3-a: See Create a Traffic Policy to accept inbound email from the internet.

  • Default action: Allow
    (Optional) Add Policy statements, depending on your requirements. Choose the action to be taken when the filter conditions are met: Deny

    • While Nutrition.co does not want to apply additional security via the SMTP Relay gateway, Mail Manager supports both native capabilities and optional add-on subscriptions to 3rd party tools from vetted industry leaders such as Spamhaus and Abusix.
Figure 6: Screenshot of a traffic policy for accepting all email from the internet

Figure 6: Screenshot of a traffic policy for accepting all email from the internet

Step 3-b: Follow the instructions for creating rule sets and rules in the SES console.

  • Select the SMTP Relay that you created in Step 1-b and enable the **Preserve Mail From** option.
    • The ‘Preserve Mail From’ setting is necessary so that the mailbox provider can be configured to make the correct assessment of the message’s SPF policy evaluation, assuming that the allow-list configuration Step 1 is complete.
  • Add any conditions and exceptions for each rule, depending on your needs.
    • You may want to create a condition for the SMTP Relay rule so that only messages destined for recipients within your domain are relayed to the appropriate SMTP Relay action, and choose a different action for the recipients who are not hosted in your environment, such as the Archive action.
    • If you have both Google Workspace and Microsoft 365 configured as SMTP Relay destinations, you may combine the SMTP Relay actions in a single rule if the conditions are the same, or create them as separate rules if the conditions need to be different
Figure 7: A Mail Manager rule configured with an SMTP Relay action for Google Workspaces and another SMTP Relay actions for Microsoft 365

Figure 7: A Mail Manager rule configured with an SMTP Relay action for Google Workspaces and another SMTP Relay actions for Microsoft 365

Step 3-c: Follow the documentation for Creating an Ingress Point.

The Mail Manager Ingress point needs to be ‘Open“ for this use case because internet mail senders need to connect to port 25 and send without SMTP authentication for inbound mail flows.

  • Type: Open
    Traffic policy: Choose the traffic policy that you created step 3-a
    Rule set: Choose the rule set that you created in step 3-b

After saving the ingress endpoint settings, you should see something similar in the console.

Figure 8: Screenshot of an ‘open’ Mail Manager Ingress endpoint configured with a rule set and traffic policy

Figure 8: Screenshot of an ‘open’ Mail Manager Ingress endpoint configured with a rule set and traffic policy

Step 4. Verify your configuration and change your domain’s MX record

Once you have finished configuring Mail Manager with an Inbound Gateway configuration you will have:

  • An Open ingress point that does not require authentication and has an open traffic policy to allow messages from the internet.
  • A Rule set with SMTP Relay actions that will relay inbound messages to Google Workspace and/or Microsoft 365.

Step 4-a: Test your configuration

  • Ingress point: You can test that the Ingress endpoint receives email by using an SMTP capable client application, such as “openssl s_client” from a host that allows for outbound port 25 connections to the A Record of your Open Ingress Point (many ISPs and cloud infrastructure providers block port 25 by default to stop the proliferation of spam on the internet). If you get a “250 OK” response from the SMTP transaction, the Ingress point is configured correctly.
  • Rule set: You can test your Rule set by sending a message to your Ingress endpoint that has a recipient destination that is both a verified domain, and a domain that is hosted by your mailbox environment. You may want to add the Archive and/or Save to S3 rule actions to occur prior to SMTP Relay. This enables you to view message headers and diagnose issues that may occur during the SMTP relay to the mailbox hosting environments.
  • Final delivery: You can test the entire mail flow by looking at the received messages in your mailbox hosting environment.
    • How to look at received messages in a mailbox hosting environment
      • Google Workspace – From within the Gmail interface, find the message and open the message menu options.
      • Figure 9: Screenshot of Gmail’s interface for selecting message options
      • Choose “Show original”.
      • Screenshot of Gmail’s “Original message” summary showing SPF and DKIM passing and aligned with gmail.com, which was the source of the original message
      • Screenshot of the Gmail ‘Show original“ message headers. The Mail From address (also appears as the Return-path header, and envelope-from value in other headers) is preserved within the @gmail.com domain, and Gmail’s assessment of SPF correctly attributed the message as originating from 209.85.216.51 even though the message was relayed through 206.55.129.47. Since the 209.x.x.x address is in the SPF policy for gmail.com, the message passes SPF due to the allow-list configuration
      • (The Screenshot above shows the Gmail ‘Show original“ message headers. The Mail From address (also appears as the Return-path header, and envelope-from value in other headers) is preserved within the @gmail.com domain, and Gmail’s assessment of SPF correctly attributed the message as originating from 209.85.216.51 even though the message was relayed through 206.55.129.47. Since the 209.x.x.x address is in the SPF policy for gmail.com, the message passes SPF due to the allow-list configuration)
      • Microsoft 365 – From within the Outlook on the Web interface, find the message and open the message menu options.
      • Screenshot of Outlook on the Web’s interface for selecting message options
      • Choose “View message details”. You will see the message headers similar to the Gmail example above.

Step 4-b: Change the MX record for your domain.

Note: We recommend using a new subdomain so that you can test this mail flow configuration for a period of time prior to changing the MX record for the primary domain that is actively being used by end users and applications.

Once you have finished testing, you can change the MX record for the domain. The value of the MX record should be the **A Record** of the Open Ingress point along with the priority value.

Figure 13: A screenshot of an MX record configured in Amazon Route 53

Figure 13: A screenshot of an MX record configured in Amazon Route 53

Conclusion

In this blog post, we’ve explored how to leverage SES Mail Manager’s SMTP Relay action to simplify the handling of inbound email for organizations that use a mix of email hosting environments, specifically Google Workspace and Microsoft 365. By configuring Mail Manager as an inbound SMTP gateway, our fictitious customer, Nutrition.co was able to centralize the management of their email flows, enhance security through features like traffic policies and rule sets, and ensure compliance through flexible archiving.

The key steps involved setting up allow-listing in the Google Workspace and Microsoft 365 environments, creating SMTP relay configurations in Mail Manager, and updating Nutrition.co domain’s MX record to point to the Mail Manager ingress endpoint. This allowed Nutrition.co to seamlessly route inbound emails destined for both their cloud-hosted employee mailboxes and on-premises applications, processing and archiving the messages before final delivery.

The flexibility of Mail Manager’s SMTP Relay action makes it a powerful tool for organizations looking to unify their email infrastructure, especially in hybrid environments. By acting as a centralized ingress and egress gateway, Mail Manager can help streamline email management, improve security, and unlock new cloud-enabled email use cases. As email continues to be a critical communication channel, solutions like Mail Manager will become increasingly important for businesses looking to maximize the value of their email ecosystem.

Please visit AWS Re:Post to ask and find answers to questions about SES Mail Manager. Talk with your AWS account team if you are interested in exploring Mail Manager in more depth.

Additional blogs related to Mail Manager:

About the Authors

Jesse Thompson
Jesse Thompson is an Email Deliverability Manager with the Amazon Simple Email Service team. His background is in enterprise 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.
Alexey Kurbatsky

Alexey Kurbatsky

Alexey is a Senior Software Development Engineer at AWS, specializing in building distributed and scalable services. Outside of work, he enjoys exploring nature thru hiking as well as playing guitar.

Zip

Zip

Zip is a Sr. Specialist Solutions Architect at AWS, working with Amazon Pinpoint and Simple Email Service and WorkMail. Outside of work he enjoys time with his family, cooking, mountain biking, boating, learning and beach plogging.

Three ways Amazon Q Developer agent for code transformation accelerates Java upgrades

Post Syndicated from Venugopalan Vasudevan original https://aws.amazon.com/blogs/devops/three-ways-amazon-q-developer-agent-for-code-transformation-accelerates-java-upgrades/

When Amazon Web Services (AWS) launched Amazon Q Developer agent for code transformation as a preview last year to upgrade Java applications, we saw many organizations desire to significantly accelerate their Java upgrades. Previously, these upgrades were considered daunting, a time-consuming manual task requiring weeks if not months of effort and with Amazon Q Developer they could significantly reduce that burden. Companies such as Toyota, Novacamp, Pragma and Persistent saw productivity gains not only in reducing the amount of time the upgrades would take, but re-prioritizing that time saved into other business priorities related to the software development lifecycle (SDLC). In addition, a small team of AWS developers upgraded over 1000 carefully chosen applications from multiple independent services. These applications used less than 10 dependencies and required minimal mandatory changes to the application code for the upgrade. While we saw a high degree of upgrade success for simpler applications, we also heard from customers who wanted even more capabilities in the Amazon Q Developer agent for code transformation. They expected the agent to upgrade their libraries to the latest major versions, replace deprecated API calls, and provide more explainability of changes made.

We added these and more capabilities to the agent at General Availability (GA). Today, we’re going into detail on the following four categories for what Amazon Q Developer can do for your Java upgrades: major version upgrades of popular frameworks, directly replacing deprecated API calls on your behalf, clear explainability on code changes, and using some examples of our unprecedented AI technology powered by Amazon Bedrock, that is capable, for example, of correcting more compilation errors that can be encountered when attempting the build in Java 17.

This blog post will dive deeper into these three ways we improved the product experience through an example application. You can download the application from this GitHub repository.

About the application

This is a Java 1.8 based microservice application which displays free list of movies for the month based on configuration stored in AWS AppConfig service using AWS SDK. This application was first open sourced in 2020 and uses legacy versions of libraries such as Spring Boot 2.x, Log4j 2.13.x, Mockito 1.x, Javax and Junit 4. You can download the sample project to try it for yourself.

(1) Popular framework upgrades

While Spring Boot version 2.7 is compatible with Java 17, Amazon Q Developer agent for code transformation can bring your applications up to version 3.2. This has been helpful because it can be time consuming to correct all the changes in annotations and code implementation that are no longer compatible when going into the new major version upgrade. Moreover, this version of Spring Boot provides improved observability, performance improvements, modernized security, and overall enhanced development experience. Let’s dive into some examples of where you see Amazon Q Developer accelerate some of this heavy lifting during the upgrade process.

When working with file uploads in Spring Boot v2, you would typically use the @RequestParam("file") annotation to bind the uploaded file to a method parameter. However, in Spring Boot v3.2, this approach has been updated to better align with the Jakarta EE specifications. Instead of using a plain String parameter, you’ll need to use the MultipartFile class from the org.springframework.web.multipart package. Here is an example before and after code transformation with Amazon Q Developer:

Java 8 code with Spring v2

@RequestMapping(value = "/movies/{movie}/edit", method = POST)
public String processUpdateMovie(@Valid Movie movie, BindingResult result, 
                           @PathVariable("movieId") int movieId) {
   
   ...
} 

Java 17 code upgraded by Amazon Q Developer with Spring v3

@PostMapping("/movies/{movie}/edit")
public String processUpdateMovie(@Valid Movie movie, BindingResult result,
                           @PathVariable int movieId) {

... 
}

Associated dependency updates in pom.xml

<parent>
    <groupId>org.springframework.boot</groupId>
    <artifactId>spring-boot-starter-parent</artifactId>
    <version>2.0.5.RELEASE</version>
</parent>
to
<parent>
    <groupId>org.springframework.boot</groupId>
    <artifactId>spring-boot-starter-parent</artifactId>
    <version>3.2.5</version>
</parent>

The following lists some common libraries we’ve seen you all use, with the corresponding compatible version in Java 8 and what we’re capable of upgrading to using Q Developer. This list isn’t comprehensive of all libraries, the intent is to show some common ones. This could change in the future and is up-to-date as of the time of this publication.

Table-QCT

Let’s review a few examples from the Sample project.

Java 8 code with Junit 4

import org.junit.Test;
import org.junit.runner.RunWith;
import org.springframework.boot.test.context.SpringBootTest;
import org.springframework.test.context.junit4.SpringRunner;
import com.amazonaws.samples.appconfig.movies.MoviesController;

@RunWith(SpringRunner.class)
@SpringBootTest
public class MovieTest {
  ...
}
@Before
public void setUp() {
    MockitoAnnotations.initMocks(this);
    moviesController = new MoviesController();
    moviesController.env = env;
}
<dependency>
    <groupId>junit</groupId>
    <artifactId>junit</artifactId>
    <version>4.13.1</version>
    <scope>test</scope>
</dependency>

Java 17 code upgraded by Amazon Q Developer with Junit 5:

import org.junit.jupiter.api.Test;
import org.springframework.boot.test.context.SpringBootTest;
import com.amazonaws.samples.appconfig.movies.MoviesController;

@SpringBootTest
public class MovieTest {
  ...
}
@BeforeEach
public void setUp() {
    MockitoAnnotations.initMocks(this);
    moviesController = new MoviesController();
    moviesController.env = env;
}
<dependency>
    <groupId>org.junit.jupiter</groupId>
    <artifactId>junit-jupiter</artifactId>
    <scope>test</scope>
</dependency>

(2) Deprecated APIs

One of the biggest challenges organizations face when upgrading to a newer version of Java is dealing with deprecated APIs. As new language features and libraries are introduced, older APIs are often marked as deprecated and eventually removed in subsequent releases. This can lead to compilation errors and compatibility issues, requiring developers to manually identify and replace these deprecated APIs throughout their codebase – a time-consuming and error-prone process.

In our sample application, you will see a variety of deprecated APIs that are addressed by Q Developer as an output of the transformation to Java 17. Here are some examples:

Before:

bd.divide(bd2, BigDecimal.ROUND_DOWN);
bd.divide(bd2, 1, BigDecimal.ROUND_CEILING);     

After:

bd.divide(bd2, RoundingMode.DOWN);
bd.divide(bd2, 1, RoundingMode.CEILING);

Before:

String enc1 = new sun.misc.BASE64Encoder().encode(bytes);

After:

import java.util.Base64;
String enc1 = Base64.getEncoder().encodeToString(bytes);

Before:

import javax.security.cert.*;

After:

import java.security.cert.*;

Before:

import static org.mockito.Matchers.anyInt;
...
when(mocklist.get(anyInt())).thenReturn("Movies");

After:

import static org.mockito.ArgumentMatchers.anyInt;
...
when(mocklist.get(anyInt())).thenReturn("Movies");

Java versions before 15 required explicit line terminators, string concatenations, and delimiters to embed multi-line code snippets. Java 15 introduced text blocks to simplify embedding code snippets and text sequences, particularly useful for literals like HTML, JSON, and SQL. Text blocks are an alternative string representation that can replace traditional double-quoted string literals, allowing multi-line strings without explicit line terminators or concatenations. Amazon Q Developer agent for code transformation will migrate your complex multi-line text which not so readable to text blocks.

Before:

private static String getMovieItemsHtml(Movie[] movies) {
        StringBuilder movieItemsHtml = new StringBuilder();
        for (Movie movie : movies) {
            movieItemsHtml.append("<div class='movie-item'>"
                    + "<p>ID: ").append(movie.getId()).append("</p>"
                    + "<h3>").append(movie.getMovieName()).append("</h3>"
                    + "<hr width=\"100%\" size=\"2\" color=\"blue\" noshade>"
                    + "</div>");
        }
        return movieItemsHtml.toString();
    }

After:

private static String getMovieItemsHtml(Movie[] movies) {
        StringBuilder movieItemsHtml = new StringBuilder();
        for (Movie movie : movies) {
            movieItemsHtml.append("""
                    <div class='movie-item'>\
                    <p>ID: \
                    """).append(movie.getId()).append("""
                    </p>\
                    <h3>\
                    """).append(movie.getMovieName()).append("""
                    </h3>\
                    <hr width="100%" size="2" color="blue" noshade>\
                    </div>\
                    """);
        }
        return movieItemsHtml.toString();
    }

Including these examples above in the sample app, Q Developer supports a wide range of abilities to address deprecated APIs across various domains, including primitive type constructors and conversions, character and string utilities, date and time handling, mathematical operations, networking and sockets, security and cryptography, concurrent programming and atomics, reflection and bytecode generation, as well as a significant number of deprecated methods related to Swing and AWT components. Whether it’s replacing outdated methods for handling dates, encoding URLs, or working with BigDecimal arithmetic, we can automatically update your code to use their modern equivalents. It also addresses deprecations in areas like multicast sockets, atomic variables, and even bytecode generation using ASM.

With the Q Developer agent for code transformation, we’ve made it easier than ever to handle deprecated APIs during your Java 17 migration. Q Developer is capable of automatically detecting and replacing deprecated API calls with their modern equivalents, saving you countless hours of manual effort and reducing the risk of introducing bugs or regressions.

(3) Unprecedented AI technology

Even after addressing deprecated APIs and framework upgrades, the process of migrating to a new Java version can still encounter compilation errors or unexpected behavior. These issues can arise from subtle changes in language semantics, incompatibilities between libraries, or other factors that are difficult to anticipate and diagnose.

To tackle this challenge, the Q Developer agent for code transformation leverages our self-debugging technology powered by Bedrock which analyzes the context of compilation errors and is capable of implementing targeted code modifications to resolve them. Here are some examples.

Java 1.8 with javax.security.X509Certificate:

import javax.security.cert.*;
import java.io.File;
import java.io.FileInputStream;
import java.io.FileNotFoundException;
import java.io.InputStream;
import java.util.Date;

public class Security {
    public Certificate getCertificate(File certFile) throws CertificateExpiredException, CertificateNotYetValidException {
        X509Certificate cert = null;
        try {
            InputStream inStream = new FileInputStream(certFile);
            cert = X509Certificate.getInstance(inStream);
        } catch (CertificateException e) {
            throw new RuntimeException(e);
        } catch (FileNotFoundException e) {
            throw new RuntimeException(e);
        }
        cert.checkValidity(new Date());
        return cert;
    }

}

Amazon Q changing dependency from javax.security to java.security package and fixing compilation errors related to X509Certificate . It modified the code to get the X509Certificate from CertificateFactory instead of directly getting from the X509Certificate.getInstance.

import java.security.cert.*;
import java.io.File;
import java.io.FileInputStream;
import java.io.FileNotFoundException;
import java.io.InputStream;
import java.util.Date;

public class Security {
    public Certificate getCertificate(File certFile) throws CertificateExpiredException, CertificateNotYetValidException {
        X509Certificate cert = null;
        try {
            InputStream inStream = new FileInputStream(certFile);
            CertificateFactory cf = CertificateFactory.getInstance("X.509");
            cert = (X509Certificate) cf.generateCertificate(inStream);
        } catch (CertificateException e) {
            throw new RuntimeException(e);
        } catch (FileNotFoundException e) {
            throw new RuntimeException(e);
        }
        cert.checkValidity(new Date());
        return cert;
    }

}

With Q Developer’s AI technology, it can automatically correct a wider range of issues that would otherwise require manual intervention, further streamlining the upgrade process and reducing the risk of costly delays or regressions.

AI Technology GIF

Conclusion

Throughout this blog post, we explored the three major areas of improvement in the Amazon Q Developer agent for code transformation since its general availability: major version upgrades of popular frameworks, direct replacement of deprecated library calls, and leveraging our AI technology using Amazon Bedrock capabilities to correct compilation errors during Java 17 migration. By addressing these critical aspects, the Q Developer agent has become an even more powerful tool for organizations seeking to unlock the benefits of Java 17 while minimizing the time and effort required for application upgrades. As we continue to enhance the Q Developer agent based on customer feedback, we encourage you to explore the open source example application provided and experience firsthand how this tool can streamline your Java modernization journey. See Getting Started with Amazon Q Developer agent for code transformation for a step by step process to transforming a java application with Q Developer.

About the authors

Jonathan-VogelJonathan 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.

 

 

 

Venugopalan Vasudevan

Venugopalan is a Senior Specialist Solutions Architect at Amazon Web Services (AWS), where he specializes in AWS Generative AI services. His expertise lies in helping customers leverage cutting-edge services like Amazon Q, and Amazon Bedrock to streamline development processes, accelerate innovation, and drive digital transformation.

How Swisscom automated Amazon Redshift as part of their One Data Platform solution using AWS CDK – Part 2

Post Syndicated from Asad Bin Imtiaz original https://aws.amazon.com/blogs/big-data/how-swisscom-automated-amazon-redshift-as-part-of-their-one-data-platform-solution-using-aws-cdk-part-2/

In this series, we talk about Swisscom’s journey of automating Amazon Redshift provisioning as part of the Swisscom One Data Platform (ODP) solution using the AWS Cloud Development Kit (AWS CDK), and we provide code snippets and the other useful references.

In Part 1, we did a deep dive on provisioning a secure and compliant Redshift cluster using the AWS CDK and the best practices of secret rotation. We also explained how Swisscom used AWS CDK custom resources to automate the creation of dynamic user groups that are relevant for the AWS Identity and Access Management (IAM) roles matching different job functions.

In this post, we explore using the AWS CDK and some of the key topics for self-service usage of the provisioned Redshift cluster by end-users as well as other managed services and applications. These topics include federation with the Swisscom identity provider (IdP), JDBC connections, detective controls using AWS Config rules and remediation actions, cost optimization using the Redshift scheduler, and audit logging.

Scheduled actions

To optimize cost-efficiency for provisioned Redshift cluster deployments, Swisscom implemented a scheduling mechanism. This functionality is driven by the user configuration of the cluster, as described in Part 1 of this series, wherein the user may enable dynamic pausing and resuming of clusters based on specified cron expressions:

redshift_options:
...
  use_scheduler: true                                         # Whether to use Redshift scheduler
  scheduler_pause_cron: "cron(00 18 ? * MON-FRI *)"           # Cron expression for scheduler pause
  scheduler_resume_cron: "cron(00 08 ? * MON-FRI *)"          # Cron expression for scheduler resume
...

This feature allows Swisscom to reduce operational costs by suspending cluster activity during off-peak hours. This leads to significant cost savings by pausing and resuming clusters at appropriate times. The scheduling is achieved using the AWS CloudFormation action CfnScheduledAction. The following code illustrates how Swisscom implemented this scheduling:

if config.use_scheduler:
    cfn_scheduled_action_pause = aws_redshift.CfnScheduledAction(
        scope, "schedule-pause-action",
        # ...
        schedule=config.scheduler_pause_cron,
        # ...
        target_action=aws_redshift.CfnScheduledAction.ScheduledActionTypeProperty(
                         pause_cluster=aws_redshift.CfnScheduledAction.ResumeClusterMessageProperty(
                            cluster_identifier='cluster-identifier'
                         )
                      )
    )

    cfn_scheduled_action_resume = aws_redshift.CfnScheduledAction(
        scope, "schedule-resume-action",
        # ...
        schedule=config.scheduler_resume_cron,
        # ...
        target_action=aws_redshift.CfnScheduledAction.ScheduledActionTypeProperty(
                         resume_cluster=aws_redshift.CfnScheduledAction.ResumeClusterMessageProperty(
                            cluster_identifier='cluster-identifier'
                         )
                      )
    )

JDBC connections

The JDBC connectivity for Amazon Redshift clusters was also very flexible, adapting to user-defined subnet types and security groups in the configuration:

redshift_options:
...
  subnet_type: "routable-private"         # 'routable-private' OR 'non-routable-private'
  security_group_id: "sg-test_redshift"   # Security Group ID for Amazon Redshift (referenced group must exists in Account)
...

As illustrated in the ODP architecture diagram in Part 1 of this series, a considerable part of extract, transform, and load (ETL) processes is anticipated to operate outside of Amazon Redshift, within the serverless AWS Glue environment. Given this, Swisscom needed a mechanism for AWS Glue to connect to Amazon Redshift. This connectivity to Redshift clusters is provided through JDBC by creating an AWS Glue connection within the AWS CDK code. This connection allows ETL processes to interact with the Redshift cluster by establishing a JDBC connection. The subnet and security group defined in the user configuration guide the creation of JDBC connectivity. If no security groups are defined in the configuration, a default one is created. The connection is configured with details of the data product from which the Redshift cluster is being provisioned, like ETL user and default database, along with network elements like cluster endpoint, security group, and subnet to use, providing secure and efficient data transfer. The following code snippet demonstrates how this was achieved:

jdbc_connection = glue.Connection(
    scope, "redshift-glue-connection",
    type=ConnectionType("JDBC"),
    connection_name="redshift-glue-connection",
    subnet=connection_subnet,
    security_groups=connection_security_groups,
    properties={
        "JDBC_CONNECTION_URL": f"jdbc:redshift://{cluster_endpoint}/{database_name}",
        "USERNAME": etl_user.username,
        "PASSWORD": etl_user.password.to_string(),
        "redshiftTmpDir": f"s3://{data_product_name}-redshift-work"
    }
)

By doing this, Swisscom made sure that serverless ETL workflows in AWS Glue can securely communicate with newly provisioned Redshift cluster running within a secured virtual private cloud (VPC).

Identity federation

Identity federation allows a centralized system (the IdP) to be used for authenticating users in order to access a service provider like Amazon Redshift. A more general overview of the topic can be found in Identity Federation in AWS.

Identity federation not only enhances security due to its centralized user lifecycle management and centralized authentication mechanism (for example, supporting multi-factor authentication), but also improves the user experience and reduces the overall complexity of identity and access management and thereby also its governance.

In Swisscom’s setup, Microsoft Active Directory Services are used for identity and access management. At the initial build stages of ODP, Amazon Redshift offered two different options for identity federation:

In Swisscom’s context, during the initial implementation, Swisscom opted for IAM-based SAML 2.0 IdP federation because this is a more general approach, which can also be used for other AWS services, such as Amazon QuickSight (see Setting up IdP federation using IAM and QuickSight).

At 2023 AWS re:Invent, AWS announced a new connection option to Amazon Redshift based on AWS IAM Identity Center. IAM Identity Center provides a single place for workforce identities in AWS, allowing the creation of users and groups directly within itself or by federation with standard IdPs like Okta, PingOne, Microsoft Entra ID (Azure AD), or any IdP that supports SAML 2.0 and SCIM. It also provides a single sign-on (SSO) experience for Redshift features and other analytics services such as Amazon Redshift Query Editor V2 (see Integrate Identity Provider (IdP) with Amazon Redshift Query Editor V2 using AWS IAM Identity Center for seamless Single Sign-On), QuickSight, and AWS Lake Formation. Moreover, a single IAM Identity Center instance can be shared with multiple Redshift clusters and workgroups with a simple auto-discovery and connect capability. It makes sure all Redshift clusters and workgroups have a consistent view of users, their attributes, and groups. This whole setup fits well with ODP’s vision of providing self-service analytics across the Swisscom workforce with necessary security controls in place. At the time of writing, Swisscom is actively working towards using IAM Identity Center as the standard federation solution for ODP. The following diagram illustrates the high-level architecture for the work in progress.

Audit logging

Amazon Redshift audit logging is useful for auditing for security purposes, monitoring, and troubleshooting. The logging provides information, such as the IP address of the user’s computer, the type of authentication used by the user, or the timestamp of the request. Amazon Redshift logs the SQL operations, including connection attempts, queries, and changes, and makes it straightforward to track the changes. These logs can be accessed through SQL queries against system tables, saved to a secure Amazon Simple Storage Service (Amazon S3) location, or exported to Amazon CloudWatch.

Amazon Redshift logs information in the following log files:

  • Connection log – Provides information to monitor users connecting to the database and related connection information like their IP address.
  • User log – Logs information about changes to database user definitions.
  • User activity log – Tracks information about the types of queries that both the users and the system perform in the database. It’s useful primarily for troubleshooting purposes.

With the ODP solution, Swisscom wanted to write all the Amazon Redshift logs to CloudWatch. This is currently not directly supported by the AWS CDK, so Swisscom implemented a workaround solution using the AWS CDK custom resources option, which invokes the SDK on the Redshift action enableLogging. See the following code:

    custom_resources.AwsCustomResource(self, f"{self.cluster_identifier}-custom-sdk-logging",
           on_update=custom_resources.AwsSdkCall(
               service="Redshift",
               action="enableLogging",
               parameters={
                   "ClusterIdentifier": self.cluster_identifier,
                   "LogDestinationType": "cloudwatch",
                   "LogExports": ["connectionlog","userlog","useractivitylog"],
               },
               physical_resource_id=custom_resources.PhysicalResourceId.of(
                   f"{self.account}-{self.region}-{self.cluster_identifier}-logging")
           ),
           policy=custom_resources.AwsCustomResourcePolicy.from_sdk_calls(
               resources=[f"arn:aws:redshift:{self.region}:{self.account}:cluster:{self.cluster_identifier}"]
           )
        )

AWS Config rules and remediation

After a Redshift cluster has been deployed, Swisscom needed to make sure that the cluster meets the governance rules defined in every point in time after creation. For that, Swisscom decided to use AWS Config.

AWS Config provides a detailed view of the configuration of AWS resources in your AWS account. This includes how the resources are related to one another and how they were configured in the past so you can see how the configurations and relationships change over time.

An AWS resource is an entity you can work with in AWS, such as an Amazon Elastic Compute Cloud (Amazon EC2) instance, Amazon Elastic Block Store (Amazon EBS) volume, security group, or Amazon VPC.

The following diagram illustrates the process Swisscom implemented.

If an AWS Config rule isn’t compliant, a remediation can be applied. Swisscom defined the pause cluster action as default in case of a non-compliant cluster (based on your requirements, other remediation actions are possible). This is covered using an AWS Systems Manager automation document (SSM document).

Automation, a capability of Systems Manager, simplifies common maintenance, deployment, and remediation tasks for AWS services like Amazon EC2, Amazon Relational Database Service (Amazon RDS), Amazon Redshift, Amazon S3, and many more.

The SSM document is based on the AWS document AWSConfigRemediation-DeleteRedshiftCluster. It looks like the following code:

description: | 
  ### Document name - PauseRedshiftCluster-WithCheck 

  ## What does this document do? 
  This document pauses the given Amazon Redshift cluster using the [PauseCluster](https://docs.aws.amazon.com/redshift/latest/APIReference/API_PauseCluster.html) API. 

  ## Input Parameters 
  * AutomationAssumeRole: (Required) The ARN of the role that allows Automation to perform the actions on your behalf. 
  * ClusterIdentifier: (Required) The identifier of the Amazon Redshift Cluster. 

  ## Output Parameters 
  * PauseRedshiftClusterWithoutSnapShot.Response: The standard HTTP response from the PauseCluster API. 
  * PauseRedshiftClusterWithSnapShot.Response: The standard HTTP response from the PauseCluster API. 
schemaVersion: '0.3' 
assumeRole: '{{ AutomationAssumeRole }}' 
parameters: 
  AutomationAssumeRole: 
    type: String 
    description: (Required) The ARN of the role that allows Automation to perform the actions on your behalf. 
    allowedPattern: '^arn:aws[a-z0-9-]*:iam::\d{12}:role\/[\w-\/.@+=,]{1,1017}$' 
  ClusterIdentifier: 
    type: String 
    description: (Required) The identifier of the Amazon Redshift Cluster. 
    allowedPattern: '[a-z]{1}[a-z0-9_.-]{0,62}' 
mainSteps: 
  - name: GetRedshiftClusterStatus 
    action: 'aws:executeAwsApi' 
    inputs: 
      ClusterIdentifier: '{{ ClusterIdentifier }}' 
      Service: redshift 
      Api: DescribeClusters 
    description: |- 
      ## GetRedshiftClusterStatus 
      Gets the status for the given Amazon Redshift Cluster. 
    outputs: 
      - Name: ClusterStatus 
        Selector: '$.Clusters[0].ClusterStatus' 
        Type: String 
    timeoutSeconds: 600 
  - name: Condition 
    action: 'aws:branch' 
    inputs: 
      Choices: 
        - NextStep: PauseRedshiftCluster 
          Variable: '{{ GetRedshiftClusterStatus.ClusterStatus }}' 
          StringEquals: available 
      Default: Finish 
  - name: PauseRedshiftCluster 
    action: 'aws:executeAwsApi' 
    description: | 
      ## PauseRedshiftCluster 
      Makes PauseCluster API call using Amazon Redshift Cluster identifier and pauses the cluster without taking any final snapshot. 
      ## Outputs 
      * Response: The standard HTTP response from the PauseCluster API. 
    timeoutSeconds: 600 
    isEnd: false 
    nextStep: VerifyRedshiftClusterPause 
    inputs: 
      Service: redshift 
      Api: PauseCluster 
      ClusterIdentifier: '{{ ClusterIdentifier }}' 
    outputs: 
      - Name: Response 
        Selector: $ 
        Type: StringMap 
  - name: VerifyRedshiftClusterPause 
    action: 'aws:assertAwsResourceProperty' 
    timeoutSeconds: 600 
    isEnd: true 
    description: | 
      ## VerifyRedshiftClusterPause 
      Verifies the given Amazon Redshift Cluster is paused. 
    inputs: 
      Service: redshift 
      Api: DescribeClusters 
      ClusterIdentifier: '{{ ClusterIdentifier }}' 
      PropertySelector: '$.Clusters[0].ClusterStatus' 
      DesiredValues: 
        - pausing 
  - name: Finish 
    action: 'aws:sleep' 
    inputs: 
      Duration: PT1S 
    isEnd: true

The SSM automations document is deployed with the AWS CDK:

from aws_cdk import aws_ssm as ssm  

ssm_document_content = #read yaml document as dict  

document_id = 'automation_id'   
document_name = 'automation_name' 

document = ssm.CfnDocument(scope, id=document_id, content=ssm_document_content,  
                           document_format="YAML", document_type='Automation', name=document_name) 

To run the automation document, AWS Config needs the right permissions. You can create an IAM role for this purpose:

from aws_cdk import iam 

#Create role for the automation 
role_name = 'role-to-pause-redshift'
automation_role = iam.Role(scope, 'role-to-pause-redshift-cluster', 
                           assumed_by=iam.ServicePrincipal('ssm.amazonaws.com'), 
                           role_name=role_name) 

automation_policy = iam.Policy(scope, "policy-to-pause-cluster", 
                               policy_name='policy-to-pause-cluster', 
                               statements=[ 
                                   iam.PolicyStatement( 
                                       effect=iam.Effect.ALLOW, 
                                       actions=['redshift:PauseCluster', 
                                                'redshift:DescribeClusters'], 
                                       resources=['*'] 
                                   ) 
                               ]) 

automation_role.attach_inline_policy(automation_policy) 

Swisscom defined the rules to be applied following AWS best practices (see Security Best Practices for Amazon Redshift). These are deployed as AWS Config conformance packs. A conformance pack is a collection of AWS Config rules and remediation actions that can be quickly deployed as a single entity in an AWS account and AWS Region or across an organization in AWS Organizations.

Conformance packs are created by authoring YAML templates that contain the list of AWS Config managed or custom rules and remediation actions. You can also use SSM documents to store your conformance pack templates on AWS and directly deploy conformance packs using SSM document names.

This AWS conformance pack can be deployed using the AWS CDK:

from aws_cdk import aws_config  
  
conformance_pack_template = # read yaml file as str 
conformance_pack_content = # substitute `role_arn_for_substitution` and `document_for_substitution` in conformance_pack_template

conformance_pack_id = 'conformance-pack-id' 
conformance_pack_name = 'conformance-pack-name' 


conformance_pack = aws_config.CfnConformancePack(scope, id=conformance_pack_id, 
                                                 conformance_pack_name=conformance_pack_name, 
                                                 template_body=conformance_pack_content) 

Conclusion

Swisscom is building its next-generation data-as-a-service platform through a combination of automated provisioning processes, advanced security features, and user-configurable options to cater for diverse data handling and data products’ needs. The integration of the Amazon Redshift construct in the ODP framework is a significant stride in Swisscom’s journey towards a more connected and data-driven enterprise landscape.

In Part 1 of this series, we demonstrated how to provision a secure and compliant Redshift cluster using the AWS CDK as well as how to deal with the best practices of secret rotation. We also showed how to use AWS CDK custom resources in automating the creation of dynamic user groups that are relevant for the IAM roles matching different job functions.

In this post, we showed, through the usage of the AWS CDK, how to address key Redshift cluster usage topics such as federation with the Swisscom IdP, JDBC connections, detective controls using AWS Config rules and remediation actions, cost optimization using the Redshift scheduler, and audit logging.

The code snippets in this post are provided as is and will need to be adapted to your specific use cases. Before you get started, we highly recommend speaking to an Amazon Redshift specialist.


About the Authors

Asad bin Imtiaz is an Expert Data Engineer at Swisscom, with over 17 years of experience in architecting and implementing enterprise-level data solutions.

Jesús Montelongo Hernández is an Expert Cloud Data Engineer at Swisscom. He has over 20 years of experience in IT systems, data warehousing, and data engineering.

Samuel Bucheli is a Lead Cloud Architect at Zühlke Engineering AG. He has over 20 years of experience in software engineering, software architecture, and cloud architecture.

Srikanth Potu is a Senior Consultant in EMEA, part of the Professional Services organization at Amazon Web Services. He has over 25 years of experience in Enterprise data architecture, databases and data warehousing.

How Swisscom automated Amazon Redshift as part of their One Data Platform solution using AWS CDK – Part 1

Post Syndicated from Asad Bin Imtiaz original https://aws.amazon.com/blogs/big-data/how-swisscom-automated-amazon-redshift-as-part-of-their-one-data-platform-solution-using-aws-cdk-part-1/

Swisscom is a leading telecommunications provider in Switzerland. Swisscom’s Data, Analytics, and AI division is building a One Data Platform (ODP) solution that will enable every Swisscom employee, process, and product to benefit from the massive value of Swisscom’s data.

In a two-part series, we talk about Swisscom’s journey of automating Amazon Redshift provisioning as part of the Swisscom ODP solution using the AWS Cloud Development Kit (AWS CDK), and we provide code snippets and the other useful references.

In this post, we deep dive into provisioning a secure and compliant Redshift cluster using the AWS CDK and discuss the best practices of secret rotation. We also explain how Swisscom used AWS CDK custom resources in automating the creation of dynamic user groups that are relevant for the AWS Identity and Access management (IAM) roles matching different job functions.

In Part 2 of this series, we explore using the AWS CDK and some of the key topics for self-service usage of the provisioned Redshift cluster by end-users as well as other managed services and applications. These topics include federation with the Swisscom identity provider (IdP), JDBC connections, detective controls using AWS Config rules and remediation actions, cost optimization using the Redshift scheduler, and audit logging.

Amazon Redshift is a fast, scalable, secure, fully managed, and petabyte scale data warehousing service empowering organizations and users to analyze massive volumes of data using standard SQL tools. Amazon Redshift benefits from seamless integration with many AWS services, such as Amazon Simple Storage Service (Amazon S3), AWS Key Management Service (AWS KMS), IAM, and AWS Lake Formation, to name a few.

The AWS CDK helps you build reliable, scalable, and cost-effective applications in the cloud with the considerable expressive power of a programming language. The AWS CDK supports TypeScript, JavaScript, Python, Java, C#/.Net, and Go. Developers can use one of these supported programming languages to define reusable cloud components known as constructs. A data product owner in Swisscom can use the ODP AWS CDK libraries with a simple config file to provision ready-to-use infrastructure, such as S3 buckets; AWS Glue ETL (extract, transform, and load) jobs, Data Catalog databases, and crawlers; Redshift clusters; JDBC connections; and more, with all the needed permissions in just a few minutes.

One Data Platform

The ODP architecture is based on the AWS Well Architected Framework Analytics Lens and follows the pattern of having raw, standardized, conformed, and enriched layers as described in Modern data architecture. By using infrastructure as code (IaC) tools, ODP enables self-service data access with unified data management, metadata management (data catalog), and standard interfaces for analytics tools with a high degree of automation by providing the infrastructure, integrations, and compliance measures out of the box. At the same time, the ODP will also be continuously evolving and adapting to the constant stream of new additional features being added to the AWS analytics services. The following high-level architecture diagram shows ODP with different layers of the modern data architecture. In this series, we specifically discuss the components specific to Amazon Redshift (highlighted in red).

Harnessing Amazon Redshift for ODP

A pivotal decision in the data warehousing migration process involves evaluating the extent of a lift-and-shift approach vs. re-architecture. Balancing system performance, scalability, and cost while taking into account the rigid system pieces requires a strategic solution. In this context, Amazon Redshift has stood out as a cloud-centered data warehousing solution, especially with its straightforward and seamless integration into the modern data architecture. Its straightforward integration and fluid compatibility with AWS services like Amazon QuickSight, Amazon SageMaker, and Lake Formation further solidifies its choice for forward-thinking data warehousing strategies. As a columnar database, it’s particularly well suited for consumer-oriented data products. Consequently, Swisscom chose to provide a solution wherein use case-specific Redshift clusters are provisioned using IaC, specifically using the AWS CDK.

A crucial aspect of Swisscom’s strategy is the integration of these data domain and use case-oriented individual clusters into a virtually single and unified data environment, making sure that data ingestion, transformation, and eventual data product sharing remains convenient and seamless. This is achieved by custom provisioning of the Redshift clusters based on user or use case needs, in a shared virtual private cloud (VPC), with data and system governance policies and remediation, IdP federation, and Lake Formation integration already in place.

Although many controls for governance and security were put in place in the AWS CDK construct, Swisscom users also have the flexibility to customize their clusters based on what they need. The cluster configurator allows users to define the cluster characteristics based on individual use case requirements while remaining within the bounds of defined best practices. The key configurable parameters include node types, sizing, subnet types for routing based on different security policies per user case, enabling scheduler, integration with IdP setup, and any additional post-provisioning setup, like the creation of specific schemas and group-level access on it. This flexibility in configuration is achieved for the Amazon Redshift AWS CDK construct through a Python data class, which serves as a template for users to specify aspects like subnet types, scheduler cron expressions, and specific security groups for the cluster, among other configurations. Users are also able to select the type of subnets (routable-private or non-routable-private) to adhere to network security policies and architectural standards. See the following data class options:

class RedShiftOptions:
    node_type: NodeType
    number_of_nodes: int
    vpc_id: str
    security_group_id: Optional[str]
    subnet_type: SubnetType
    use_redshift_scheduler: bool
    scheduler_pause_cron: str
    scheduler_resume_cron: str
    maintenance_window: str
    # Additional configuration options ...

The separation of configuration in the RedShiftOptions data class from the cluster provisioning logic in the RedShiftCluster AWS CDK construct is in line with AWS CDK best practices, wherein both constructs and stacks should accept a property object to allow for full configurability completely in code. This separates the concerns of configuration and resource creation, enhancing the readability and maintainability. The data class structure reflects the user configuration from a configuration file, making it straightforward for users to specify their requirements. The following code shows what the configuration file for the Redshift construct looks like:

# ===============================
# Amazon Redshift Options
# ===============================
# The enriched layer is based on Amazon Redshift.
# This section has properties for Amazon Redshift.
#
redshift_options:
  provision_cluster: true                                     # Skip provisioning Amazon Redshift in enriched layer (required)
  number_of_nodes: 2                                          # Number of nodes for redshift cluster to provision (optional) (default = 2)
  node_type: "ra3.xlplus"                                     # Type of the cluster nodes (optional) (default = "ra3.xlplus")
  use_scheduler: true                                        # Whether to use the Amazon Redshift scheduler (optional)
  scheduler_pause_cron: "cron(00 18 ? * MON-FRI *)"           # Cron expression for scheduler pause (optional)
  scheduler_resume_cron: "cron(00 08 ? * MON-FRI *)"          # Cron expression for scheduler resume (optional)
  maintenance_window: "sun:23:45-mon:00:15"                   # Maintenance window for Amazon Redshift (optional)
  subnet_type: "routable-private"                             # 'routable-private' OR 'non-routable-private' (optional)
  security_group_id: "sg-test-redshift"                       # Security group ID for Amazon Redshift (optional) (reference must exist)
  user_groups:                                                # User groups and their privileges on default DB
    - group_name: dba
      access: [ 'ALL' ]
    - group_name: data_engineer
      access: [ 'SELECT' , 'INSERT' , 'UPDATE' , 'DELETE' , 'TRUNCATE' ]
    - group_name: qa_engineer
      access: [ 'SELECT' ]
  integrate_all_groups_with_idp: false

Admin user secret rotation

As part of the cluster deployment, an admin user is created with its credentials stored in AWS Secrets Manager for database management. This admin user is used for automating several setup operations, such as the setup of database schemas and integration with Lake Formation. For the admin user, as well as other users created for Amazon Redshift, Swisscom used AWS KMS for encryption of the secrets associated with cluster users. The use of Secrets Manager made it simple to adhere to IAM security best practices by supporting the automatic rotation of credentials. Such a setup can be quickly implemented on the AWS Management Console or may be integrated in AWS CDK code with friendly methods in the aws_redshift_alpha module. This module provides higher-level constructs (specifically, Layer 2 constructs), including convenience and helper methods, as well as sensible default values. This module is experimental and under active development and may have changes that aren’t backward compatible. See the following admin user code:

admin_secret_kms_key_options = KmsKeyOptions(
    ...
    key_name='redshift-admin-secret',
    service="secretsmanager"
)
admin_secret_kms_key = aws_kms.Key(
    scope, 'AdminSecretKmsKey,
    # ...
)

# ...

cluster = aws_redshift_alpha.Cluster(
            scope, cluster_identifier,
            # ...
            master_user=aws_redshift_alpha.Login(
                master_username='admin',
                encryption_key=admin_secret_kms_key
                ),
            default_database_name=database_name,
            # ...
        )

See the following code for secret rotation:

self.cluster.add_rotation_single_user(aws_cdk.Duration.days(60))

Methods such as add_rotation_single_user internally rely on a serverless application hosted in the AWS Serverless Application Model repository, which may be in a different AWS Region outside of the organization’s permission boundary. To effectively use such functions, make sure access to this serverless repository within the organization’s service control policies. If the access is not feasible, consider implementing solutions such as custom AWS Lambda functions replicating these functionalities (within your organization’s permission boundary).

AWS CDK custom resource

A key challenge Swisscom faced was automating the creation of dynamic user groups tied to specific IAM roles at deployment time. As an initial and simple solution, Swisscom’s approach was creating an AWS CDK custom resource using the admin user to submit and run SQL statements. This allowed Swisscom to embed the logic for the database schema, user group assignments, and Lake Formation-specific configurations directly within AWS CDK code, making sure that these crucial steps are automatically handled during cluster deployment. See the following code:

sql = get_rendered_stacked_sqls()

custom_resources.AwsCustomResource(scope, 'RedshiftSQLCustomResource',
                                           on_update=custom_resources.AwsSdkCall(
                                               service='RedshiftData',
                                               action='executeStatement',
                                               parameters={
                                                   'ClusterIdentifier': cluster_identifier,
                                                   'SecretArn': secret_arn,
                                                   'Database': database_name,
                                                   'Sql': f'{sqls}',
                                               },
                                               physical_resource_id=custom_resources.PhysicalResourceId.of(
                                                   f'{account}-{region}-{cluster_identifier}-groups')
                                           ),
                                           policy=custom_resources.AwsCustomResourcePolicy.from_sdk_calls(
                                               resources=[f'arn:aws:redshift:{region}:{account}:cluster:{cluster_identifier}']
                                           )
                                        )


cluster.secret.grant_read(groups_cr)

This method of dynamic SQL, embedded within the AWS CDK code, provides a unified deployment and post-setup of the Redshift cluster in a convenient manner. Although this approach unifies the deployment and post-provisioning configuration with SQL-based operations, it remains an initial strategy. It is tailored for convenience and efficiency in the current context. As ODP further evolves, Swisscom will iterate this solution to streamline SQL operations during cluster provisioning. Swisscom remains open to integrating external schema management tools or similar approaches where they add value.

Another aspect of Swisscom’s architecture is the dynamic creation of IAM roles tailored for the user groups for different job functions within the Amazon Redshift environment. This IAM role generation is also driven by the user configuration, acting as a blueprint for dynamically defining user role to policy mappings. This allowed them to quickly adapt to evolving requirements. The following code illustrates the role assignment:

policy_mappings = {
    "role1": ["Policy1", "Policy2"],
    "role2": ["Policy3", "Policy4"],
    ...
    # Example:
    # "dba-role": ["AmazonRedshiftFullAccess", "CloudWatchFullAccess"],
    # ...
}

def create_redshift_role(role_name, policy_list):
   # Implementation to create Redshift role with provided policies
   ...

redshift_role_1 = create_redshift_role(
    data_product_name, "role1", policy_names=policy_mappings["role1"])
redshift_role_1 = create_redshift_role(
    data_product_name, "role1", policy_names=policy_mappings["role1"])
# Example:
# redshift_dba_role = create_redshift_role(
#   data_product_name, "dba-role", policy_names=policy_mappings["dba-role"])
...

Conclusion

Swisscom is building its data-as-a-service platform, and Amazon Redshift has a crucial role as part of the solution. In this post, we discussed the aspects that need to be covered in your IaC best practices to deploy secure and maintainable Redshift clusters using the AWS CDK. Although Amazon Redshift supports industry-leading security, there are aspects organizations need to adjust to their specific requirements. It is therefore important to define the configurations and best practices that are right for your organization and bring it to your IaC to make it available for your end consumers.

We also discussed how to provision a secure and compliant Redshift cluster using the AWS CDK and deal with the best practices of secret rotation. We also showed how to use AWS CDK custom resources in automating the creation of dynamic user groups that are relevant for the IAM roles matching different job functions.

In Part 2 of this series, we will delve into enhancing self-service capabilities for end-users. We will cover topics like integration with the Swisscom IdP, setting up JDBC connections, and implementing detective controls and remediation actions, among others.

The code snippets in this post are provided as is and will need to be adapted to your specific use cases. Before you get started, we highly recommend speaking to an Amazon Redshift specialist.


About the Authors

Asad bin Imtiaz is an Expert Data Engineer at Swisscom, with over 17 years of experience in architecting and implementing enterprise-level data solutions.

Jesús Montelongo Hernández is an Expert Cloud Data Engineer at Swisscom. He has over 20 years of experience in IT systems, data warehousing, and data engineering.

Samuel Bucheli is a Lead Cloud Architect at Zühlke Engineering AG. He has over 20 years of experience in software engineering, software architecture, and cloud architecture.

Srikanth Potu is a Senior Consultant in EMEA, part of the Professional Services organization at Amazon Web Services. He has over 25 years of experience in Enterprise data architecture, databases and data warehousing.

How Cloudinary transformed their petabyte scale streaming data lake with Apache Iceberg and AWS Analytics

Post Syndicated from Yonatan Dolan original https://aws.amazon.com/blogs/big-data/how-cloudinary-transformed-their-petabyte-scale-streaming-data-lake-with-apache-iceberg-and-aws-analytics/

This post is co-written with Amit Gilad, Alex Dickman and Itay Takersman from Cloudinary. 

Enterprises and organizations across the globe want to harness the power of data to make better decisions by putting data at the center of every decision-making process. Data-driven decisions lead to more effective responses to unexpected events, increase innovation and allow organizations to create better experiences for their customers. However, throughout history, data services have held dominion over their customers’ data. Despite the potential separation of storage and compute in terms of architecture, they are often effectively fused together. This amalgamation empowers vendors with authority over a diverse range of workloads by virtue of owning the data. This authority extends across realms such as business intelligence, data engineering, and machine learning thus limiting the tools and capabilities that can be used.

The landscape of data technology is swiftly advancing, driven frequently by projects led by the open source community in general and the Apache foundation specifically. This evolving open source landscape allows customers complete control over data storage, processing engines and permissions expanding the array of available options significantly. This approach also encourages vendors to compete based on the value they provide to businesses, rather than relying on potential fusing of storage and compute. This fosters a competitive environment that prioritizes customer acquisition and prompts vendors to differentiate themselves through unique features and offerings that cater directly to the specific needs and preferences of their clientele.

A modern data strategy redefines and enables sharing data across the enterprise and allows for both reading and writing of a singular instance of the data using an open table format. The open table format accelerates companies’ adoption of a modern data strategy because it allows them to use various tools on top of a single copy of the data.

Cloudinary is a cloud-based media management platform that provides a comprehensive set of tools and services for managing, optimizing, and delivering images, videos, and other media assets on websites and mobile applications. It’s widely used by developers, content creators, and businesses to streamline their media workflows, enhance user experiences, and optimize content delivery.

In this blog post, we dive into different data aspects and how Cloudinary breaks the two concerns of vendor locking and cost efficient data analytics by using Apache Iceberg, Amazon Simple Storage Service (Amazon S3), Amazon Athena, Amazon EMR, and AWS Glue.

Short overview of Cloudinary’s infrastructure

Cloudinary infrastructure handles over 20 billion requests daily with every request generating event logs. Various data pipelines process these logs, storing petabytes (PBs) of data per month, which after processing data stored on Amazon S3, are then stored in Snowflake Data Cloud. These datasets serve as a critical resource for Cloudinary internal teams and data science groups to allow detailed analytics and advanced use cases.

Until recently, this data was mostly prepared by automated processes and aggregated into results tables, used by only a few internal teams. Cloudinary struggled to use this data for additional teams who had more online, real time, lower-granularity, dynamic usage requirements. Making petabytes of data accessible for ad-hoc reports became a challenge as query time increased and costs skyrocketed along with growing compute resource requirements. Cloudinary data retention for the specific analytical data discussed in this post was defined as 30 days. However, new use cases drove the need for increased retention, which would have led to significantly higher cost.

The data is flowing from Cloudinary log providers into files written into Amazon S3 and notified through events pushed to Amazon Simple Queue Service (Amazon SQS). Those SQS events are ingested by a Spark application running in Amazon EMR Spark, which parses and enriches the data. The processed logs are written in Apache Parquet format back to Amazon S3 and then automatically loaded to a Snowflake table using Snowpipe.

Why Cloudinary chose Apache Iceberg

Apache Iceberg is a high-performance table format for huge analytic workloads. Apache Iceberg brings the reliability and simplicity of SQL tables to big data, while making it possible for processing engines such as Apache Spark, Trino, Apache Flink, Presto, Apache Hive, and Impala to safely work with the same tables at the same time.

A solution based on Apache Iceberg encompasses complete data management, featuring simple built-in table optimization capabilities within an existing storage solution. These capabilities, along with the ability to use multiple engines on top of a singular instance of data, helps avoid the need for data movement between various solutions.

While exploring the various controls and options in configuring Apache Iceberg, Cloudinary had to adapt its data to use AWS Glue Data Catalog, as well as move a significant volume of data to Apache Iceberg on Amazon S3. At this point it became clear that costs would be significantly reduced, and while it had been a key factor since the planning phase, it was now possible to get concrete numbers. One example is that Cloudinary was now able to store 6 months of data for the same storage price that was previously paid for storing 1 month of data. This cost saving was achieved by using Amazon S3 storage tiers as well as improved compression (Zstandard), further enhanced by the fact that Parquet files were sorted.

Since Apache Iceberg is well supported by AWS data services and Cloudinary was already using Spark on Amazon EMR, they could integrate writing to Data Catalog and start an additional Spark cluster to handle data maintenance and compaction. As exploration continued with Apache Iceberg, some interesting performance metrics were found. For example, for certain queries, Athena runtime was 2x–4x faster than Snowflake.

Integration of Apache Iceberg

The integration of Apache Iceberg was done before loading data to Snowflake. The data is written to an Iceberg table using Apache Parquet data format and AWS Glue as the data catalog. In addition, a Spark application on Amazon EMR runs in the background handling compaction of the Parquet files to optimal size for querying through various tools such as Athena, Trino running on top of EMR, and Snowflake.

Challenges faced

Cloudinary faced several challenges while building its petabyte-scale data lake, including:

  • Determining optimal table partitioning
  • Optimizing ingestion
  • Solving the small files problem to improve query performance
  • Cost effectively maintaining Apache Iceberg tables
  • Choosing the right query engine

In this section, we describe each of these challenges and the solutions implemented to address them. Many of the tests to check performance and volumes of data scanned have used Athena because it provides a simple to use, fully serverless, cost effective, interface without the need to setup infrastructure.

Determining optimal table partitioning

Apache Iceberg makes partitioning easier for the user by implementing hidden partitioning. Rather than forcing the user to supply a separate partition filter at query time, Iceberg tables can be configured to map regular columns to the partition keys. Users don’t need to maintain partition columns or even understand the physical table layout to get fast and accurate query results.

Iceberg has several partitioning options. One example is when partitioning timestamps, which can be done by year, month, day, and hour. Iceberg keeps track of the relationship between a column value and its partition without requiring additional columns. Iceberg can also partition categorical column values by identity, hash buckets, or truncation. In addition, Iceberg partitioning is user-friendly because it also allows partition layouts to evolve over time without breaking pre-written queries. For example, when using daily partitions and the query pattern changes over time to be based on hours, it’s possible to evolve the partitions to hourly ones, thus making queries more efficient. When evolving such a partition definition, the data in the table prior to the change is unaffected, as is its metadata. Only data that is written to the table after the evolution is partitioned with the new definition, and the metadata for this new set of data is kept separately. When querying, each partition layout’s respective metadata is used to identify the files that need to be accessed; this is called split-planning. Split-planning is one of many Iceberg features that are made possible due to the table metadata, which creates a separation between the physical and the logical storage. This concept makes Iceberg extremely versatile.

Determining the correct partitioning is key when working with large data sets because it affects query performance and the amount of data being scanned. Because this migration was from existing tables from Snowflake native storage to Iceberg, it was crucial to test and provide a solution with the same or better performance for the existing workload and types of queries.

These tests were possible due to Apache Iceberg’s:

  1. Hidden partitions
  2. Partition transformations
  3. Partition evolution

These allowed altering table partitions and testing which strategy works best without data rewrite.

Here are a few partitioning strategies that were tested:

  1. PARTITIONED BY (days(day), customer_id)
  2. PARTITIONED BY (days(day), hour(timestamp))
  3. PARTITIONED BY (days(day), bucket(N, customer_id))
  4. PARTITIONED BY (days(day))

Each partitioning strategy that was reviewed generated significantly different results both during writing as well as during query time. After careful results analysis, Cloudinary decided to partition the data by day and combine it with sorting, which allows them to sort data within partitions as would be elaborated in the compaction section.

Optimizing ingestion

Cloudinary receives billions of events in files from its providers in various formats and sizes and stores those on Amazon S3, resulting in terabytes of data processed and stored every day.

Because the data doesn’t come in a consistent manner and it’s not possible to predict the incoming rate and file size of the data, it was necessary to find a way of keeping cost down while maintaining high throughput.

This was achieved by using EventBridge to push each file received into Amazon SQS, where it was processed using Spark running on Amazon EMR in batches. This allowed processing the incoming data at high throughput and scale clusters according to queue size while keeping costs down.

Example of fetching 100 messages (files) from Amazon SQS with Spark:

var client = AmazonSQSClientBuilder.standard().withRegion("us-east-1").build()
var getMessageBatch: Iterable[Message] = DistributedSQSReceiver.client.receiveMessage(new ReceiveMessageRequest().withQueueUrl(queueUrl).withMaxNumberOfMessages(10)).getMessages.asScala
sparkSession.sparkContext.parallelize(10) .map(_ => getMessageBatch) .collect().flatMap(_.toList) .toList

When dealing with a high data ingestion rate for a specific partition prefix, Amazon S3 might potentially throttle requests and return a 503 status code (service unavailable). To address this scenario, Cloudinary used an Iceberg table property called write.object-storage.enabled, which incorporates a hash prefix into the stored Amazon S3 object path. This approach was deemed efficient and effectively mitigated Amazon S3 throttling problems.

Solving the small file problem and improving query performance

In modern data architectures, stream processing engines such as Amazon EMR are often used to ingest continuous streams of data into data lakes using Apache Iceberg. Streaming ingestion to Iceberg tables can suffer from two problems:

  • It generates many small files that lead to longer query planning, which in turn can impact read performance.
  • Poor data clustering, which can make file pruning less effective. This typically occurs in the streaming process when there is insufficient new data to generate optimal file sizes for reading, such as 512 MB.

Because partition is a key factor in the number of files produced and Cloudinary’s data is time based and most queries use a time filter, it was decided to address the optimization of our data lake in multiple ways.

First, Cloudinary set all the necessary configurations that helped reduce the number of files while appending data in the table by setting write.target-file-size-bytes, which allows defining the default target file size. Setting spark.sql.shuffle.partitions in Spark can reduce the number of output files by controlling the number of partitions used during shuffle operations, which affects how data is distributed across tasks, consequently minimizing the number of output files generated after transformations or aggregations.

Because the above approach only addressed the small file problem but didn’t eliminate it entirely, Cloudinary used another capability of Apache Iceberg that can compact data files in parallel using Spark with the rewriteDataFiles action. This action combines small files into larger files to reduce metadata overhead and minimize the amount of Amazon S3 GetObject API operation usage.

Here is where it can get complicated. When running compaction, Cloudinary needed to choose which strategy to apply out of the three that Apache Iceberg offers; each one having its own advantages and disadvantages:

  1. Binpack – simply rewrites smaller files to a target size
  2. Sort – data sorting based on different columns
  3. Z-order – a technique to colocate related data in the same set of files

At first, the Binpack compaction strategy was evaluated. This strategy works fastest and combines small files together to reach the target file size defined and after running it a significant improvement in query performance was observed.

As mentioned previously, data was partitioned by day and most queries ran on a specific time range. Because data comes from external vendors and sometimes arrives late, it was noticed that when running queries on compacted days, a lot of data was being scanned, because the specific time range could reside across many files. The query engine (Athena, Snowflake, and Trino with Amazon EMR) needed to scan the entire partition to fetch only the relevant rows.

To increase query performance even further, Cloudinary decided to change the compaction process to use sort, so now data is partitioned by day and sorted by requested_at (timestamp when the action occurred) and customer ID.

This strategy is costlier for compaction because it needs to shuffle the data in order to sort it. However, after adopting this sort strategy, two things were noticeable: the same queries that ran before now scanned around 50 percent less data, and query run time was improved by 30 percent to 50 percent.

Cost effectively maintaining Apache Iceberg tables

Maintaining Apache Iceberg tables is crucial for optimizing performance, reducing storage costs, and ensuring data integrity. Iceberg provides several maintenance operations to keep your tables in good shape. By incorporating these operations Cloudinary were able to cost-effectively manage their Iceberg tables.

Expire snapshots

Each write to an Iceberg table creates a new snapshot, or version, of a table. Snapshots can be used for time-travel queries, or the table can be rolled back to any valid snapshot.

Regularly expiring snapshots is recommended to delete data files that are no longer needed and to keep the size of table metadata small. Cloudinary decided to retain snapshots for up to 7 days to allow easier troubleshooting and handling of corrupted data which sometimes arrives from external sources and aren’t identified upon arrival. SparkActions.get().expireSnapshots(iceTable).expireOlderThan(TimeUnit.DAYS.toMillis(7)).execute()

Remove old metadata files

Iceberg keeps track of table metadata using JSON files. Each change to a table produces a new metadata file to provide atomicity.

Old metadata files are kept for history by default. Tables with frequent commits, like those written by streaming jobs, might need to regularly clean metadata files.

Configuring the following properties will make sure that only the latest ten metadata files are kept and anything older is deleted.

write.metadata.delete-after-commit.enabled=true 
write.metadata.previous-versions-max=10

Delete orphan files

In Spark and other distributed processing engines, when tasks or jobs fail, they might leave behind files that aren’t accounted for in the table metadata. Moreover, in certain instances, the standard snapshot expiration process might fail to identify files that are no longer necessary and not delete them.

Apache Iceberg offers a deleteOrphanFiles action that will take care of unreferenced files. This action might take a long time to complete if there are a large number of files in the data and metadata directories. A metadata or data file is considered orphan if it isn’t reachable by any valid snapshot. The set of actual files is built by listing the underlying storage using the Amazon S3 ListObjects operation, which makes this operation expensive. It’s recommended to run this operation periodically to avoid increased storage usage; however, too frequent runs can potentially offset this cost benefit.

A good example of how critical it is to run this procedure is to look at the following diagram, which shows how this procedure removed 112 TB of storage.

Rewriting manifest files

Apache Iceberg uses metadata in its manifest list and manifest files to speed up query planning and to prune unnecessary data files. Manifests in the metadata tree are automatically compacted in the order that they’re added, which makes queries faster when the write pattern aligns with read filters.

If a table’s write pattern doesn’t align with the query read filter pattern, metadata can be rewritten to re-group data files into manifests using rewriteManifests.

While Cloudinary already had a compaction process that optimized data files, they noticed that manifest files also required optimization. It turned out that in certain cases, Cloudinary reached over 300 manifest files—which were small, often under 8Mb in size—and due to late arriving data, manifest files were pointing to data in different partitions. This caused query planning to run for 12 seconds for each query.

Cloudinary initiated a separate scheduled process of rewriteManifests, and after it ran, the number of manifest files was reduced to approximately 170 files and as a result of more alignment between manifests and query filters (based on partitions), query planning was improved by three times to approximately 4 seconds.

Choosing the right query engine

As part of Cloudinary exploration aimed at testing various query engines, they initially outlined several key performance indicators (KPIs) to guide their search, including support for Apache Iceberg alongside integration with existing data sources such as MySQL and Snowflake, the availability of a web interface for effortless one-time queries, and cost optimization. In line with these criteria, they opted to evaluate various solutions including Trino on Amazon EMR, Athena, and Snowflake with Apache Iceberg support (at that time it was available as a Private Preview). This approach allowed for the assessment of each solution against defined KPIs, facilitating a comprehensive understanding of their capabilities and suitability for Cloudinary’s requirements.

Two of the more quantifiable KPIs that Cloudinary was planning to evaluate were cost and performance. Cloudinary realized early in the process that different queries and usage types can potentially benefit from different runtime engines. They decided to focus on four runtime engines.

Engine Details
Snowflake native XL data warehouse on top of data stored within Snowflake
Snowflake with Apache Iceberg support XL data warehouse on top of data stored in S3 in Apache Iceberg tables
Athena On-demand mode
Amazon EMR Trino Opensource Trino on top of eight nodes (m6g.12xl) cluster

The test included four types of queries that represent different production workloads that Cloudinary is running. They’re ordered by size and complexity from the simplest one to the most heavy and complex.

Query Description Data scanned Returned results set
Q1 Multi-day aggregation on a single tenant Single digit GBs <10 rows
Q2 Single-day aggregation by tenant across multiple tenant Dozens of GBs 100 thousand rows
Q3 Multi-day aggregation across multiple tenants Hundreds of GBs <10 rows
Q4 Heavy series of aggregations and transformations on a multi-tenant dataset to derive access metrics Single digit TBs >1 billion rows

The following graphs show the cost and performance of the four engines across the different queries. To avoid chart scaling issues, all costs and query durations were normalized based on Trino running on Amazon EMR. Cloudinary considered Query 4 to be less suitable for Athena because it involved processing and transforming extremely large volumes of complex data.

Some important aspects to consider are:

  • Cost for EMR running Trino was derived based on query duration only, without considering cluster set up, which on average launches in just under 5 minutes.
  • Cost for Snowflake (both options) was derived based on query duration only, without considering cold start (more than 10 seconds on average) and a Snowflake warehouse minimum charge of 1 minute.
  • Cost for Athena was based on the amount of data scanned; Athena doesn’t require cluster set up and the query queue time is less than 1 second.
  • All costs are based on list on-demand (OD) prices.
  • Snowflake prices are based on Standard edition.

The above chart shows that, from a cost perspective, Amazon EMR running Trino on top of Apache Iceberg tables was superior to other engines, in certain cases up to ten times less expensive. However, Amazon EMR setup requires additional expertise and skills compared to the no-code, no infrastructure management offered by Snowflake and Athena.

In terms of query duration, it’s noticeable that there’s no clear engine of choice for all types of queries. In fact, Amazon EMR, which was the most cost-effective option, was only fastest in two out of the four query types. Another interesting point is that Snowflake’s performance on top of Apache Iceberg is almost on-par with data stored within Snowflake, which adds another great option for querying their Apache Iceberg data-lake. The following table shows the cost and time for each query and product.

. Amazon EMR Trino Snowflake (XL) Snowflake (XL) Iceberg Athena
Query1 $0.01
5 seconds
$0.08
8 seconds
$0.07
8 seconds
$0.02
11 seconds
Query2 $0.12
107 seconds
$0.25
28 seconds
$0.35
39 seconds
$0.18
94 seconds
Query3 $0.17
147 seconds
$1.07
120 seconds
$1.88
211 seconds
$1.22
26 seconds
Query4 $6.43
1,237 seconds
$11.73
1,324 seconds
$12.71
1,430 seconds
N/A

Benchmarking conclusions

While every solution presents its own set of advantages and drawbacks—whether in terms of pricing, scalability, optimizing for Apache Iceberg, or the contrast between open source versus closed source—the beauty lies in not being constrained to a single choice. Embracing Apache Iceberg frees you from relying solely on a single solution. In certain scenarios where queries must be run frequently while scanning up to hundreds of gigabytes of data with an aim to evade warm-up periods and keep costs down, Athena emerged as the best choice. Conversely, when tackling hefty aggregations that demanded significant memory allocation while being mindful of cost, the preference leaned towards using Trino on Amazon EMR. Amazon EMR was significantly more cost efficient when running longer queries, because boot time cost could be discarded. Snowflake stood out as a great option when queries could be joined with other tables already residing within Snowflake. This flexibility allowed harnessing the strengths of each service, strategically applying them to suit the specific needs of various tasks without being confined to a singular solution.

In essence, the true power lies in the ability to tailor solutions to diverse requirements, using the strengths of different environments to optimize performance, cost, and efficiency.

Conclusion

Data lakes built on Amazon S3 and analytics services such as Amazon EMR and Amazon Athena, along with the open source Apache Iceberg framework, provide a scalable, cost-effective foundation for modern data architectures. It enables organizations to quickly construct robust, high-performance data lakes that support ACID transactions and analytics workloads. This combination is the most refined way to have an enterprise-grade open data environment. The availability of managed services and open source software helps companies to implement data lakes that meet their needs.

Since building a data lake solution on top of Apache Iceberg, Cloudinary has seen major enhancements. The data lake infrastructure enables Cloudinary to extend their data retention by six times while lowering the cost of storage by over 25 percent. Furthermore, query costs dropped by more than 25–40 percent thanks to the efficient querying capabilities of Apache Iceberg and the query optimizations provided in the Athena version 3, which is now based on Trino as its engine. The ability to retain data for longer as well as providing it to various stakeholders while reducing cost is a key component in allowing Cloudinary to be more data driven in their operation and decision-making processes.

Using a transactional data lake architecture that uses Amazon S3, Apache Iceberg, and AWS Analytics services can greatly enhance an organization’s data infrastructure. This allows for sophisticated analytics and machine learning, fueling innovation while keeping costs down and allowing the use of a plethora of tools and services without limits.


About the Authors

Yonatan Dolan is a Principal Analytics Specialist at Amazon Web Services. He is located in Israel and helps customers harness AWS analytical services to leverage data, gain insights, and derive value. Yonatan is an Apache Iceberg evangelist.

Amit Gilad is a Senior Data Engineer on the Data Infrastructure team at Cloudinar. He is currently leading the strategic transition from traditional data warehouses to a modern data lakehouse architecture, utilizing Apache Iceberg to enhance scalability and flexibility.

Alex Dickman is a Staff Data Engineer on the Data Infrastructure team at Cloudinary. He focuses on engaging with various internal teams to consolidate the team’s data infrastructure and create new opportunities for data applications, ensuring robust and scalable data solutions for Cloudinary’s diverse requirements.

Itay Takersman is a Senior Data Engineer at Cloudinary data infrastructure team. Focused on building resilient data flows and aggregation pipelines to support Cloudinary’s data requirements.

AVB accelerates search in LINQ with Amazon OpenSearch Service

Post Syndicated from Patrick Duffy original https://aws.amazon.com/blogs/big-data/avb-accelerates-search-in-linq-with-amazon-opensearch-service/

This post is co-written with Mike Russo from AVB Marketing.

AVB Marketing delivers custom digital solutions for their members across a wide range of products. LINQ, AVB’s proprietary product information management system, empowers their appliance, consumer electronics, and furniture retailer members to streamline the management of their product catalog.

A key challenge for AVB’s members is the ability to retrieve, sort, and search through product data, which is crucial for sales activities within their stores. Floor sales use AVB’s Hub, a custom in-store customer relationship management (CRM) product, which relies on LINQ. Initially, searches from Hub queried LINQ’s Microsoft SQL Server database hosted on Amazon Elastic Compute Cloud (Amazon EC2), with search times averaging 3 seconds, leading to reduced adoption and negative feedback.

In this post, we share how AVB reduced their average search time from 3 seconds to 300 milliseconds in LINQ by adopting Amazon OpenSearch Service while processing 14.5 million record updates daily.

Overview of solution

To meet the demands of their users, the LINQ team set a goal to reduce search time response to under 2 seconds while supporting retrieval of over 60 million product data records. Additionally, the team aimed to reduce operational costs, reduce administrative overhead, and scale the solution to meet demand, especially during peak retail periods. Over a 6-month period, the team evaluated multiple architecture options, eventually moving forward with a solution using OpenSearch Service, Amazon EventBridge, AWS Lambda, Amazon Simple Queue Service (Amazon SQS), and AWS Step Functions.

During implementation, the LINQ team worked with OpenSearch Service specialists to optimize the OpenSearch Service cluster configuration to maximize performance and optimize cost of the solution. Following the best practices section of the OpenSearch Service Developer Guide, AVB selected an optimal cluster configuration with three dedicated cluster manager nodes and six data nodes, across three Availability Zones, while keeping shard size between 10–30 GiB.

Updates to the primary LINQ database come from various sources, including partner APIs for manufacturer metadata updates, LINQ’s frontend, and LINQ PowerTools. A Lambda function reads the updates from change data capture (CDC) tables on a schedule, which sends the updated records to a Step Functions workflow. This workflow prepares and indexes the record into OpenSearch Service in JSON format, allowing for individual customizations of the record on a per-customer basis. The LINQ team exposes access to the OpenSearch Service index through a search API hosted on Amazon EC2. The following figure outlines the solution.

Overview of the solution

AVB developed the LINQ Product Data Search solution with the expertise of a diverse team including software engineers and database administrators. Despite their limited experience with AWS, they set a timeline to complete the project in 6 months. AVB had several goals for this new workload, including search APIs to support in-store sales floor associates’ ability to quickly find products based on customer requirements, scalability to support future growth, and real-time analytics to support AVB’s needs around understanding their data.

AVB split this project into three key phases:

  • Research and development
  • Proof of concept
  • Implementation and iteration

Research and development

AVB’s LINQ team received a task to identify the most efficient solution to expedite product searches across AVB’s suite of software products. The team completed a comprehensive evaluation of various technologies and techniques to meet their requirements, including a close examination of various NoSQL databases and caching mechanisms. Following this exploration, AVB selected OpenSearch Service, an open source, distributed search and analytics suite, for use in a proof of concept. AVB chose OpenSearch Service for its powerful search capabilities, including full-text search and complex query support, as well as its ability to integrate seamlessly with other AWS services.

Proof of concept

In the proof of concept phase, the AVB team focused on validating the effectiveness of their chosen technology stack, with a particular emphasis on data loading and synchronization processes. This was essential to achieve real-time data consistency with their primary system of record to provide correct and up-to-date information to floor sales agents. A significant part of this phase involved the innovative process of data flattening, a technique crucial for managing complex product data.

For example, let’s explore a use case of a refrigerator listed in the SQL Server database. This product is linked to several related tables: one for basic details like model number and manufacturer, another for pricing, and another for features such as energy efficiency and capacity. The original database stores elements separately but connected through relational keys. The following figure provides an example data schema of the SQL Server database.

Microsoft SQL Server Schema

To enhance search capabilities in OpenSearch Service, the team merged all these disparate data elements into a single, comprehensive JSON document. This document includes both standard manufacturer details and member-specific customizations, like special pricing or additional features. This results in an optimized record for each product for quick and efficient search in OpenSearch Service. The following figure shows the data schema in OpenSearch Service.

Amazon OpenSearch Service Schema

Transforming relational data into a consolidated, searchable format allowed the LINQ team to ingest the data into OpenSearch Service. In the proof of concept, AVB shifted to updating data by using reference IDs, which are directly linked to the primary IDs of the product records or their relational entities in the SQL database. This approach allows updates to be executed independently and asynchronously. Crucially, it supports non-first in, first out (FIFO) processing models, which are vital in high-scale environments susceptible to data discrepancies like drops or replays. By using reference IDs, the system fetches the most current data for each entity at the time a change occurs, ensuring that the latest data is always used when processed. This method maintains data integrity by preventing outdated data from superseding newer information, thereby keeping the database accurate and current. A noteworthy technique used in the proof of concept was index aliases, allowing for zero downtime re-indexes for adding new fields or fixing bugs. AVB built robust performance monitoring and alerts using Amazon CloudWatch and Splunk, which enabled swift identification of issues.

The proof of concept improved search relevance by flattening relational data, which improved indexing and queryability. This restructuring reduced search response latency to 300 milliseconds, which was well under the 2-second goal set for this proof of concept. With this successful proof of concept demonstrating the effectiveness of the architectural approach, AVB moved on to the next phase of implementation and iteration.

Implementation and iteration

With AVB exceeding their initial goal of reducing search latency to under 2 seconds, the team then adopted an iterative approach to implement the complete solution, with a series of deployments designed to make data available in OpenSearch Service from different business verticals. Each business vertical has records consisting of different attributes, and this incremental approach allowed AVB to bring in and inspect data to make sure the documents in OpenSearch Service are what the team expected. Each deployment focused on specific data categories and included refinements to the indexing process from lessons learned in prior deployments. AVB also places a strong emphasis on cost optimization and security of the solution, and deployed OpenSearch Service into a private VPC to allow strict access control. Access to the new search capabilities is controlled through their Hub product using a middleware service provided by LINQ’s API. AVB uses robust API keys and tokens to provide API security to the new search product. This systematic progression meant that the completed LINQ Product Data Search catalog met AVB’s speed and accuracy requirements.

Conclusion

In this post, you learned how AVB reduced their average search time from 3 seconds to 300 milliseconds in LINQ by adopting OpenSearch Service while processing 14.5 million record updates daily, resulting in a 500% increase in adoption by AVB’s internal teams. Tim Hatfield, AVB Marketing’s VP of Engineering, reflected on the project and stated, “By partnering with AWS, we’ve not only supercharged Hub’s search speeds but also forged a cost-efficient foundation for LINQ’s future, where swift searches translate into reduced operating costs and maintain the competitive edge in retail technology.”

To get started with OpenSearch Service, see Getting started with Amazon OpenSearch Service.


About the Authors

Mike RussoMike Russo is a Director of Software Engineering at AVB Marketing. He leads the software delivery for AVB’s e-commerce and product catalog solutions. Outside work, Mike enjoys spending time with his family and playing basketball.

Patrick Duffy is a Senior Solutions Architect in the at AWS. He is passionate about raising awareness and increasing security of AWS workloads. Outside work, he loves to travel and try new cuisines, and you may match up against him in a game on Magic Arena.

Breaking barriers in geospatial: Amazon Redshift, CARTO, and H3

Post Syndicated from Ravi Animi original https://aws.amazon.com/blogs/big-data/breaking-barriers-in-geospatial-amazon-redshift-carto-and-h3/

This post is co-written with Javier de la Torre from CARTO.

In this post, we discuss how Amazon Redshift spatial index functions such as Hexagonal hierarchical geospatial indexing system (or H3) can be used to represent spatial data using H3 indexing for fast spatial lookups at scale. Navigating the vast landscape of data-driven insights has always been an exciting endeavor. As technology continues to evolve, one specific facet of this journey is reaching unprecedented proportions: geospatial data. In our increasingly interconnected world, where every step we take, every location we visit, and every event we encounter leaves a digital footprint, the volume and complexity of geospatial data are expanding at an astonishing pace. From GPS-enabled smartphones to remote sensing satellites, the sources of geospatial information are multiplying, generating an immense gold mine of location-based insights.

However, visualizing and analyzing large-scale geospatial data presents a formidable challenge due to the sheer volume and intricacy of information. This often overwhelms traditional visualization tools and methods. The need to balance detail and context while maintaining real-time interactivity can lead to issues of scalability and rendering complexity.

Because of this, many organizations are turning to novel ways of approaching geospatial data, such as spatial indexes such as H3.

Figure 1 – Map built with CARTO Builder and the native support to visualize H3 indexes

Figure 1 – Map built with CARTO Builder and the native support to visualize H3 indexes

What are spatial indexes?

Spatial indexes are global grid systems that exist at multiple resolutions. But what makes them special? Traditionally, spatial data is represented through a geography or geometry in which features are geolocated on the earth by a long reference string describing the coordinates of every vertex. Unlike geometries, spatial indexes are georeferenced by a short ID string. This makes them far smaller to store and lightning fast to process! Because of this, many organizations are utilizing them as a support geography, aggregating their data to these grids to optimize both their storage and analysis.

Figure 2 shows some of the possible types of savings with spatial indexes. To learn more details about their benefits, see Introduction to Spatial Indexes.

Figure 2 – Comparison of performance between geometries and spatial indexes. Learn more about these differences in CARTO’s free ebook Spatial Indexes

Figure 2 – Comparison of performance between geometries and spatial indexes. Learn more about these differences in CARTO’s free ebook Spatial Indexes

Benefits of H3

One of the flagship examples of spatial indexes is H3, which is a hexagonal spatial index. Originally developed by Uber, it is now used far beyond the ridesharing industry. Unlike square-based grids, H3’s well-structured hexagons accurately represent intricate geographic features like rivers and roads, enabling precise depiction of nonperpendicular shapes. The hexagonal geometry excels at capturing gradual spatial changes and movement, and its consistent distance between one centroid and neighboring centroids eliminates outliers. This ensures robust data representation in all directions. Learn more about the benefits of using hexagons for location intelligence at Hexagons for Location Intelligence.

Figure 3 – H3: the relationships between different resolutions

Figure 3 – H3: the relationships between different resolutions

H3 available now in Amazon Redshift

Given the immense benefits of H3 for spatial analysis, we’re very excited to announce the availability of H3 in Amazon Redshift. Seamlessly accessible through the powerful infrastructure of Amazon Redshift, H3 unlocks a new realm of possibilities for visualizing, analyzing, and deriving insights from geospatial data.

Amazon Redshift support for H3 offers an easy way to index spatial coordinates into a hexagonal grid, down to a square meter resolution. Indexed data can be quickly joined across different datasets and aggregated at different levels of precision. H3 enables several spatial algorithms and optimizations based on the hexagonal grid, including nearest neighbors, shortest path, gradient smoothing, and more. H3 indexes refer to cells that can be either hexagons or pentagons. The space is subdivided hierarchically, and given a resolution. H3 supports 16 resolutions from 0–15, inclusive, with 0 being the coarsest and 15 being the finest. H3 indexing and related H3 spatial functions are now available for Amazon Redshift spatial analytics.

Support for the three new H3 indexing related spatial functions, H3_FromLongLat, H3_FromPoint, and H3_PolyFill spatial functions, is now available in all commercial AWS Regions. For more information or to get started with Amazon Redshift spatial analytics, see the documentation for querying spatial data, spatial functions, and the spatial tutorial.

Examples of H3 functions in Amazon Redshift:

To create or access the indexed values of the hexagonal tiles, you use one of the three H3 indexing functions Amazon Redshift has released for the particular spatial GEOMETRY object you want to index. For example, a polygon (a series of Cartesian X Y points that makes a closed 2D object), a point (a single Cartesian X Y value) or a point as a latitude, longitude value (a single latitude, longitude value). For example, if you have a spatial polygon already, you would use the H3_PolyFill function to get the index values of the hexagonal tiles that cover or fit the polygon vertices. Imagine you have a polygon with the following Cartesian (X Y) coordinates:

(0 0, 0 1, 1 1, 1 0, 0 0) , which is just a 1 x 1 unit square. You would then invoke the H3_PolyFill() function by converting the text values of the Cartesian coordinates to a GEOMETRY data type and then use the POLYGON() function to convert those coordinates to a polygon object of GEOMETRY data type. This is what you would call:

SELECT H3_Polyfill(ST_GeomFromText('POLYGON((0 0, 0 1, 1 1, 1 0, 0 0))'), 4);

The return values from the this function are the actual index values to the individual hexagonal tiles that cover the 1 x 1 polygon. Of course, you could define arbitrary polygons of any shape just by using vertices of the enclosing 2D polygon of GEOMETRY data type. The actual H3 tile index values that are returned as Amazon Redshift SUPER data type arrays for the preceding example are:

h3_polyfill
_____________________________________________________________________
[596538848238895103,596538805289222143,596538856828829695,596538813879156735,596537920525959167,596538685030137855,596538693620072447,596538839648960511]
_____________________________________________________________________

So there are eight hexagonal tiles when the resolution of four is used when you call the H3_PolyFill function.

Similarly, the following SQL returns the H3 cell ID from longitude 0, latitude 0, and resolution 10.

SELECT H3_FromLongLat(0, 0, 10);

 h3_fromlonglat
______________________________________________________________
 623560421467684863
______________________________________________________________

As does this SQL that returns the H3 cell ID from point 0,0 with resolution 10.

SELECT H3_FromPoint(ST_GeomFromText('POINT(0 0)'), 10);

 h3_frompoint
_____________________________________________________________________________________
 623560421467684863
_____________________________________________________________________________________

Data visualization and analysis made easy with H3 and CARTO

To illustrate how H3 can be used in action, let’s turn to CARTO. As an AWS Partner, CARTO offers a software solution on the curated digital catalog AWS Marketplace that seamlessly integrates distinctive capabilities for spatial visualization, analysis, and app development directly within the AWS data warehouse environment. Notably setting CARTO apart from certain GIS platforms is its strategy of query optimization by using the data warehouse and conducting analytical tasks and computations within Amazon Redshift through the use of user-defined functions (UDFs).

Figure 4 – Basic workflow build with CARTO to polyfill a set of polygons into H3 indexes

Figure 4 – Basic workflow build with CARTO to polyfill a set of polygons into H3 indexes

Amazon Redshift comes equipped with a variety of preexisting spatial functions, and CARTO enhances this foundation by providing additional spatial functions within its Analytics Toolbox for Amazon Redshift, thereby expanding the range of analytical possibilities even further. Let’s dive into a use case to see how this can be used to solve an example spatial analysis problem.

Unveiling H3 spatial indexes in logistics

Logistics, particularly in last-mile delivery, harness substantial benefits from utilizing H3 spatial indexes in operational analytics. This framework has revolutionized geospatial analysis, particularly in efficiently managing extensive datasets.

H3 divides earth’s surface into varying-sized hexagons, precisely representing different geographic areas across multiple hierarchy levels. This precision allows detailed location representation at various scales, offering versatility in analyses and optimizations—from micro to macro, spanning neighborhoods to cities—efficiently managing vast datasets.

H3-based analytics empower the processing and understanding of delivery data patterns, such as peak times, popular destinations, and high-demand areas. This insight aids in predicting future demand and facilitates operations-related decisions. H3 can also help create location-based profiling features for predictive machine learning (ML) models such as risk-mitigation models. Further use cases can include adjustments to inventory, strategic placement of permanent or temporary distribution centers, or even refining pricing strategies to become more effective and adaptive.

The uniform scalability and size consistency of H3 make it an ideal structure for organizing data, effectively replacing traditional zip codes in day-to-day operations.

In essence, insights derived from H3-based analytics empower businesses to make informed decisions, swiftly adapt to market changes, and elevate customer satisfaction through efficient deliveries.

The feature is eagerly anticipated by Amazon Redshift and CARTO customers. “The prospect of leveraging H3’s advanced spatial capabilities within the robust framework of Amazon Redshift has us excited about the new insights and efficiencies we can unlock for our geospatial analysis. This partnership truly aligns with our vision for smarter, data-driven decision-making,” says the Data Science Team at Aramex.

Figure 5 – Diagram illustrating the process of using H3-powered analytics for strategic decision-making

Figure 5 – Diagram illustrating the process of using H3-powered analytics for strategic decision-making

Let’s talk about your use case

You can experience the future of location intelligence firsthand by requesting a demo from CARTO today. Discover how H3’s hexagonal spatial index, seamlessly integrated with Amazon Redshift, can empower your organization with efficiency in handling large-scale geospatial data.

About Amazon Redshift

Thousands of customers rely on Amazon Redshift to analyze data from terabytes to petabytes and run complex analytical queries.

With Amazon Redshift, you can get real-time insights and predictive analytics on all of your data across your operational databases, data lake, data warehouse, and third-party datasets. It delivers this at a price performance that’s up to three times better than other cloud data warehouses out of the box, helping you keep your costs predictable.

Amazon Redshift provides capabilities likeAmazon Redshift spatial analytics, Amazon Redshift streaming analytics, Amazon Redshift ML and Amazon Redshift Serverless to further simplify application building and make it easier, simpler, and faster for independent software vendors (ISVs) to embed rich data analytics capabilities within their applications.

With Amazon Redshift serverless, ISVs can run and scale analytics quickly without the need to set up and manage data warehouse infrastructure. Developers, data analysts, business professionals, and data scientists can go from data to insights in seconds by simply loading and querying in the data warehouse.

To request a demo of Amazon Redshift, visit Amazon Redshift free trial or to get started on your own, visit Getting started with Amazon Redshift.

About CARTO

From smartphones to connected cars, location data is changing the way we live and the way we run businesses. Everything happens somewhere, but visualizing data to see where things are isn’t the same as understanding why they happen there. CARTO is the world’s leading cloud-based location intelligence platform, enabling organizations to use spatial data and analysis for more efficient delivery routes, better behavioral marketing, strategic store placements, and much more.

Data scientists, developers, and analysts use CARTO to optimize business processes and predict future outcomes through the power of spatial data science. To learn more, visit CARTO.


About the authors

Ravi Animi is a senior product leader in the Amazon Redshift team and manages several functional areas of the Amazon Redshift cloud data warehouse service, including spatial analytics, streaming analytics, query performance, Spark integration, and analytics business strategy. He has experience with relational databases, multidimensional databases, IoT technologies, storage and compute infrastructure services, and more recently, as a startup founder in the areas of artificial intelligence (AI) and deep learning, computer vision, and robotics.

Ioanna Tsalouchidou is a software development engineer in the Amazon Redshift team focusing on spatial analytics and query processing. She holds a PhD in graph algorithms from UPF Spain and a Masters in distributed systems and computing from KTH Sweden and UPC Spain.

Hinnerk Gildhoff is a senior engineering leader in the Amazon Redshift team leading query processing, spatial analytics, materialized views, autonomics, query languages and more. Prior to joining Amazon, Hinnerk spent over a decade as both an engineer and a manager in the field of in-memory and cluster computing, specializing in building databases and distributed systems.

Javier de la Torre is founder and Chief Strategy Officer of CARTO, has been instrumental in advancing the geospatial industry. At CARTO, he’s led innovations in location intelligence. He also serves on the Open Geospatial Consortium board, aiding in the development of standards like geoparquet. Javier’s commitment extends to environmental causes through his work with Tierra Pura, focusing on climate change and conservation, demonstrating his dedication to using data for global betterment.

How Fujitsu implemented a global data mesh architecture and democratized data

Post Syndicated from Kanehito Miyake original https://aws.amazon.com/blogs/big-data/how-fujitsu-implemented-a-global-data-mesh-architecture-and-democratized-data/

This is a guest post co-authored with Kanehito Miyake, Engineer at Fujitsu Japan. 

Fujitsu Limited was established in Japan in 1935. Currently, we have approximately 120,000 employees worldwide (as of March 2023), including group companies. We develop business in various regions around the world, starting with Japan, and provide digital services globally. To provide a variety of products, services, and solutions that are better suited to customers and society in each region, we have built business processes and systems that are optimized for each region and its market.

However, in recent years, the IT market environment has changed drastically, and it has become difficult for the entire group to respond flexibly to the individual market situation. Moreover, we are challenged not only to revisit individual products, services, and solutions, but also to reinvent entire business processes and operations.

To transform Fujitsu from an IT company to a digital transformation (DX) company, and to become a world-leading DX partner, Fujitsu has declared a shift to data-driven management. We built the OneFujitsu program, which standardizes business projects and systems throughout the company, including the domestic and overseas group companies, and tackles the major transformation of the entire company under the program.

To achieve data-driven management, we built OneData, a data utilization platform used in the four global AWS Regions, which started operation in April 2022. As of November 2023, more than 200 projects and 37,000 users were onboarded. The platform consists of approximately 370 dashboards, 360 tables registered in the data catalog, and 40 linked systems. The data size stored in Amazon Simple Storage Service (Amazon S3) exceeds 100 TB, including data processed for use in each project.

In this post, we introduce our OneData initiative. We explain how Fujitsu worked to solve the aforementioned issues and introduce an overview of the OneData design concept and its implementation. We hope this post will provide some guidance for architects and engineers.

Challenges

Like many other companies struggling with data utilization, Fujitsu faced some challenges, which we discuss in this section.

Siloed data

In Fujitsu’s long history, we restructured organizations by merging affiliated companies into Fujitsu. Although organizational integration has progressed, there are still many systems and mechanisms customized for individual context. There are also many systems and mechanisms overlapping across different organizations. For this reason, it takes a lot of time and effort to discover, search, and integrate data when analyzing the entire company using a common standard. This situation makes it difficult for management to grasp business trends and make decisions in a timely manner.

Under these circumstances, the OneFujitsu program is designed have one system per one business globally. Core systems such as ERP and CRM are being integrated and unified in order to not have silos. It will make it easier for users to utilize data across different organizations for specific business areas.

However, to spread a culture of data-driven decision-making not only in management but also in every organization, it is necessary to have a mechanism that enables users to easily discover various types of data in organizations, and then analyze the data quickly and flexibly when needed.

Excel-based data utilization

Microsoft Excel is available on almost everyone’s PC in the company, and it helps lower the hurdles when starting to utilize data. However, Excel is mainly designed for spreadsheets; it’s not designed for large-scale data analytics and automation. Excel files tend to contain a mixture of data and procedures (functions, macros), and many users casually copy files for one-time use cases. It introduces complexity to keep both data and procedures up to date. Furthermore, it tends to require domain-specific knowledge to manage the Excel files for individual context.

For those reasons, it was extremely difficult for Fujitsu to manage and utilize data at scale with Excel.

Solution overview

OneData defines three personas:

  • Publisher – This role includes the organizational and management team of systems that serve as data sources. Responsibilities include:
    • Load raw data from the data source system at the appropriate frequency.
    • Provide and keep up to date with technical metadata for loaded data.
    • Perform the cleansing process and format conversion of raw data as needed.
    • Grant access permissions to data based on the requests from data users.
  • Consumer – Consumers are organizations and projects that use the data. Responsibilities include:
    • Look for the data to be used from the technical data catalog and request access to the data.
    • Handle the process and conversion of data into a format suitable for their own use (such as fact-dimension) with granted referencing permissions.
    • Configure business intelligence (BI) dashboards to provide data-driven insights to end-users targeted by the consumer’s project.
    • Use the latest data published by the publisher to update data as needed.
    • Promote and expand the use of databases.
  • Foundation – This role encompasses the data steward and governance team. Responsibilities include:
    • Provide a preprocessed, generic dataset of data commonly used by many consumers.
    • Manage and guide metrics for the quality of data published by each publisher.

Each role has sub-roles. For example, the consumer role has the following sub-roles with different responsibilities:

  • Data engineer – Create data process for analysis
  • Dashboard developer – Create a BI dashboard
  • Dashboard viewer – Monitor the BI dashboard

The following diagram describes how OneData platform works with those roles.

Let’s look at the key components of this architecture in more detail.

Publisher and consumer

In the OneData platform, the publisher is per each data source system, and the consumer is defined per each data utilization project. OneData provides an AWS account for each.

This enables the publisher to cleanse data and the consumer to process and analyze data at scale. In addition, by properly separating data and processing, it becomes effortless for the teams and organizations to share, manage, and inherit processes that were traditionally confined to individual PCs.

Foundation

When the teams don’t have a robust enough skillset, it can require more time to model and process data, and cause longer latency and lower data quality. It can also contribute to lower utilization by end-users. To address this, the foundation role provides an already processed dataset as a generic data model for data commonly use cases used by many consumers. This enables high-quality data available to each consumer. Here, the foundation role takes the lead in compiling the knowledge of domain experts and making data suitable for analysis. It is also an effective approach that eliminates duplicates for consumers. In addition, the foundation role monitors the state of the metadata, data quality indicators, data permissions, information classification labels, and so on. It is crucial in data governance and data management.

BI and visualization

Individual consumers have a dedicated space in a BI tool. In the past, if users wanted to go beyond simple data visualization using Excel, they had to build and maintain their own BI tools, which caused silos. By unifying these BI tools, OneData lowers the difficulty for consumers to use BI tools, and centralizes operation and maintenance, achieving optimization on a company-wide scale.

Additionally, to keep portability between BI tools, OneData recommends users transform data within the consumer AWS account instead of transforming data in the BI tool. With this approach, BI tool loads data from AWS Glue Data Catalog tables through an Amazon Athena JDBC/ODBC driver without any further transformations.

Deployment and operational excellence

To provide OneData as a common service for Fujitsu and group companies around the world, Regional OneData has been deployed in several locations. Regional OneData represents a unit of system configurations, and is designed to provide lower network latency for platform users, and be optimized for local languages, working hours for system operations and support, and region-specific legal restrictions, such as data residency and personal information protection.

The Regional Operations Unit (ROU), a virtual organization that brings together members from each region, is responsible for operating regional OneData in each of these regions. OneData HQ is responsible for supervising these ROUs, as well as planning and managing the entire OneData.

In addition, we have a specially positioned OneData called Global OneData, where global data utilization spans each region. Only the properly cleansed and sanitized data is transferred between each Regional OneData and Global OneData.

Systems such as ERP and CRM are accumulating data as a publisher for Global OneData, and the dashboards for executives in various regions to monitor business conditions with global metrics are also acting as a consumer for Global OneData.

Technical concepts

In this section, we discuss some of the technical concepts of the solution.

Large scale multi-account

We have adopted a multi-account strategy to provide AWS accounts for each project. Many publishers and consumers are already onboarded into OneData, and the number is expected to increase in the future. With this strategy, future usage expansion at scale can be achieved without affecting the users.

Also, this strategy allowed us to have clear boundaries in security, costs, and service quotas for each AWS service.

All the AWS accounts are deployed and managed through AWS Organizations and AWS Control Tower.

Serverless

Although we provide independent AWS accounts for each publisher and consumer, both operational costs and resource costs would be enormous if we accommodated individual user requests, such as, “I want a virtual machine or RDBMS to run specific tools for data processing.” To avoid such continuous operational and resource costs, we have adopted AWS serverless services for all the computing resources necessary for our activities as a publisher and consumer.

We use AWS Glue to preprocess, cleanse, and enrich data. Optionally, AWS Lambda or Amazon Elastic Container Service (Amazon ECS) with AWS Fargate can also be used based on preferences. We allow users to set up AWS Step Functions for orchestration and Amazon CloudWatch for monitoring. In addition, we provide Amazon Aurora Serverless PostgreSQL as standard for consumers, to meet their needs for data processing with extract, load, and transform (ELT) jobs. With this approach, only the consumer who requires those services will incur charges based on usage. We are able to take advantage of lower operational and resource costs thanks to the unique benefit of serverless (or more accurately, pay-as-you-go) services.

AWS provides many serverless services, and OneData has integrated them to provide scalability that allows active users to quickly provide the required capability as needed, while minimizing the cost for non-frequent users.

Data ownership and access control

In OneData, we have adopted a data mesh architecture where each publisher maintains ownership of data in a distributed and decentralized manner. When the consumer discovers the data they want to use, they request access from the publisher. The publisher accepts the request and grants permissions only when the request meets their own criteria. With the AWS Glue Data Catalog and AWS Lake Formation, there is no need to update S3 bucket policies or AWS Identity and Access Management (IAM) policies every time we allow access for individual data on an S3 data lake, and we can effortlessly grant the necessary permissions for the databases, tables, columns, and rows when needed.

Conclusion

Since the launch of OneData in April 2022, we have been persistently carrying out educational activities to expand the number of users and introducing success stories on our portal site. As a result, we have been promoting change management within the company and are actively utilizing data in each department. Regional OneData is being rolled out gradually, and we plan to further expand the scale of use in the future.

With its global expansion, the development of basic functions as a data utilization platform will reach a milestone. As we move forward, it will be important to make sure that OneData platform is used effectively throughout Fujitsu, while incorporating new technologies related to data analysis as appropriate. For example, we are preparing to provide more advanced machine learning functions using Amazon SageMaker Studio with OneData users and investigating the applicability of AWS Glue Data Quality to reduce the manual quality monitoring efforts. Furthermore, we are currently in the process of implementing Amazon DataZone through various initiatives and efforts, such as verifying its functionality and examining how it can operate while bridging the gap between OneData’s existing processes and to the ideal process we are aiming for ideals.

We have had the opportunity to discuss data utilization with various partners and customers and although individual challenges may differ in size and its context, the issues that we are currently trying to solve with OneData are common to many of them.

This post describes only a small portion of how Fujitsu tackled challenges using the AWS Cloud, but we hope the post will give you some inspiration to solve your own challenges.


About the Author


Kanehito Miyake is an engineer at Fujitsu Japan and in charge of OneData’s solution and cloud architecture. He spearheaded the architectural study of the OneData project and contributed greatly to promoting data utilization at Fujitsu with his expertise. He loves rockfish fishing.

Junpei Ozono is a Go-to-market Data & AI solutions architect at AWS in Japan. Junpei supports customers’ journeys on the AWS Cloud from Data & AI aspects and guides them to design and develop data-driven architectures powered by AWS services.

Orchestrate an end-to-end ETL pipeline using Amazon S3, AWS Glue, and Amazon Redshift Serverless with Amazon MWAA

Post Syndicated from Radhika Jakkula original https://aws.amazon.com/blogs/big-data/orchestrate-an-end-to-end-etl-pipeline-using-amazon-s3-aws-glue-and-amazon-redshift-serverless-with-amazon-mwaa/

Amazon Managed Workflows for Apache Airflow (Amazon MWAA) is a managed orchestration service for Apache Airflow that you can use to set up and operate data pipelines in the cloud at scale. Apache Airflow is an open source tool used to programmatically author, schedule, and monitor sequences of processes and tasks, referred to as workflows. With Amazon MWAA, you can use Apache Airflow and Python to create workflows without having to manage the underlying infrastructure for scalability, availability, and security.

By using multiple AWS accounts, organizations can effectively scale their workloads and manage their complexity as they grow. This approach provides a robust mechanism to mitigate the potential impact of disruptions or failures, making sure that critical workloads remain operational. Additionally, it enables cost optimization by aligning resources with specific use cases, making sure that expenses are well controlled. By isolating workloads with specific security requirements or compliance needs, organizations can maintain the highest levels of data privacy and security. Furthermore, the ability to organize multiple AWS accounts in a structured manner allows you to align your business processes and resources according to your unique operational, regulatory, and budgetary requirements. This approach promotes efficiency, flexibility, and scalability, enabling large enterprises to meet their evolving needs and achieve their goals.

This post demonstrates how to orchestrate an end-to-end extract, transform, and load (ETL) pipeline using Amazon Simple Storage Service (Amazon S3), AWS Glue, and Amazon Redshift Serverless with Amazon MWAA.

Solution overview

For this post, we consider a use case where a data engineering team wants to build an ETL process and give the best experience to their end-users when they want to query the latest data after new raw files are added to Amazon S3 in the central account (Account A in the following architecture diagram). The data engineering team wants to separate the raw data into its own AWS account (Account B in the diagram) for increased security and control. They also want to perform the data processing and transformation work in their own account (Account B) to compartmentalize duties and prevent any unintended changes to the source raw data present in the central account (Account A). This approach allows the team to process the raw data extracted from Account A to Account B, which is dedicated for data handling tasks. This makes sure the raw and processed data can be maintained securely separated across multiple accounts, if required, for enhanced data governance and security.

Our solution uses an end-to-end ETL pipeline orchestrated by Amazon MWAA that looks for new incremental files in an Amazon S3 location in Account A, where the raw data is present. This is done by invoking AWS Glue ETL jobs and writing to data objects in a Redshift Serverless cluster in Account B. The pipeline then starts running stored procedures and SQL commands on Redshift Serverless. As the queries finish running, an UNLOAD operation is invoked from the Redshift data warehouse to the S3 bucket in Account A.

Because security is important, this post also covers how to configure an Airflow connection using AWS Secrets Manager to avoid storing database credentials within Airflow connections and variables.

The following diagram illustrates the architectural overview of the components involved in the orchestration of the workflow.

The workflow consists of the following components:

  • The source and target S3 buckets are in a central account (Account A), whereas Amazon MWAA, AWS Glue, and Amazon Redshift are in a different account (Account B). Cross-account access has been set up between S3 buckets in Account A with resources in Account B to be able to load and unload data.
  • In the second account, Amazon MWAA is hosted in one VPC and Redshift Serverless in a different VPC, which are connected through VPC peering. A Redshift Serverless workgroup is secured inside private subnets across three Availability Zones.
  • Secrets like user name, password, DB port, and AWS Region for Redshift Serverless are stored in Secrets Manager.
  • VPC endpoints are created for Amazon S3 and Secrets Manager to interact with other resources.
  • Usually, data engineers create an Airflow Directed Acyclic Graph (DAG) and commit their changes to GitHub. With GitHub actions, they are deployed to an S3 bucket in Account B (for this post, we upload the files into S3 bucket directly). The S3 bucket stores Airflow-related files like DAG files, requirements.txt files, and plugins. AWS Glue ETL scripts and assets are stored in another S3 bucket. This separation helps maintain organization and avoid confusion.
  • The Airflow DAG uses various operators, sensors, connections, tasks, and rules to run the data pipeline as needed.
  • The Airflow logs are logged in Amazon CloudWatch, and alerts can be configured for monitoring tasks. For more information, see Monitoring dashboards and alarms on Amazon MWAA.

Prerequisites

Because this solution centers around using Amazon MWAA to orchestrate the ETL pipeline, you need to set up certain foundational resources across accounts beforehand. Specifically, you need to create the S3 buckets and folders, AWS Glue resources, and Redshift Serverless resources in their respective accounts prior to implementing the full workflow integration using Amazon MWAA.

Deploy resources in Account A using AWS CloudFormation

In Account A, launch the provided AWS CloudFormation stack to create the following resources:

  • The source and target S3 buckets and folders. As a best practice, the input and output bucket structures are formatted with hive style partitioning as s3://<bucket>/products/YYYY/MM/DD/.
  • A sample dataset called products.csv, which we use in this post.

Upload the AWS Glue job to Amazon S3 in Account B

In Account B, create an Amazon S3 location called aws-glue-assets-<account-id>-<region>/scripts (if not present). Replace the parameters for the account ID and Region in the sample_glue_job.py script and upload the AWS Glue job file to the Amazon S3 location.

Deploy resources in Account B using AWS CloudFormation

In Account B, launch the provided CloudFormation stack template to create the following resources:

  • The S3 bucket airflow-<username>-bucket to store Airflow-related files with the following structure:
    • dags – The folder for DAG files.
    • plugins – The file for any custom or community Airflow plugins.
    • requirements – The requirements.txt file for any Python packages.
    • scripts – Any SQL scripts used in the DAG.
    • data – Any datasets used in the DAG.
  • A Redshift Serverless environment. The name of the workgroup and namespace are prefixed with sample.
  • An AWS Glue environment, which contains the following:
    • An AWS Glue crawler, which crawls the data from the S3 source bucket sample-inp-bucket-etl-<username> in Account A.
    • A database called products_db in the AWS Glue Data Catalog.
    • An ELT job called sample_glue_job. This job can read files from the products table in the Data Catalog and load data into the Redshift table products.
  • A VPC gateway endpointto Amazon S3.
  • An Amazon MWAA environment. For detailed steps to create an Amazon MWAA environment using the Amazon MWAA console, refer to Introducing Amazon Managed Workflows for Apache Airflow (MWAA).

launch stack 1

Create Amazon Redshift resources

Create two tables and a stored procedure on an Redshift Serverless workgroup using the products.sql file.

In this example, we create two tables called products and products_f. The name of the stored procedure is sp_products.

Configure Airflow permissions

After the Amazon MWAA environment is created successfully, the status will show as Available. Choose Open Airflow UI to view the Airflow UI. DAGs are automatically synced from the S3 bucket and visible in the UI. However, at this stage, there are no DAGs in the S3 folder.

Add the customer managed policy AmazonMWAAFullConsoleAccess, which grants Airflow users permissions to access AWS Identity and Access Management (IAM) resources, and attach this policy to the Amazon MWAA role. For more information, see Accessing an Amazon MWAA environment.

The policies attached to the Amazon MWAA role have full access and must only be used for testing purposes in a secure test environment. For production deployments, follow the least privilege principle.

Set up the environment

This section outlines the steps to configure the environment. The process involves the following high-level steps:

  1. Update any necessary providers.
  2. Set up cross-account access.
  3. Establish a VPC peering connection between the Amazon MWAA VPC and Amazon Redshift VPC.
  4. Configure Secrets Manager to integrate with Amazon MWAA.
  5. Define Airflow connections.

Update the providers

Follow the steps in this section if your version of Amazon MWAA is less than 2.8.1 (the latest version as of writing this post).

Providers are packages that are maintained by the community and include all the core operators, hooks, and sensors for a given service. The Amazon provider is used to interact with AWS services like Amazon S3, Amazon Redshift Serverless, AWS Glue, and more. There are over 200 modules within the Amazon provider.

Although the version of Airflow supported in Amazon MWAA is 2.6.3, which comes bundled with the Amazon provided package version 8.2.0, support for Amazon Redshift Serverless was not added until the Amazon provided package version 8.4.0. Because the default bundled provider version is older than when Redshift Serverless support was introduced, the provider version must be upgraded in order to use that functionality.

The first step is to update the constraints file and requirements.txt file with the correct versions. Refer to Specifying newer provider packages for steps to update the Amazon provider package.

  1. Specify the requirements as follows:
    --constraint "/usr/local/airflow/dags/constraints-3.10-mod.txt"
    apache-airflow-providers-amazon==8.4.0

  2. Update the version in the constraints file to 8.4.0 or higher.
  3. Add the constraints-3.11-updated.txt file to the /dags folder.

Refer to Apache Airflow versions on Amazon Managed Workflows for Apache Airflow for correct versions of the constraints file depending on the Airflow version.

  1. Navigate to the Amazon MWAA environment and choose Edit.
  2. Under DAG code in Amazon S3, for Requirements file, choose the latest version.
  3. Choose Save.

This will update the environment and new providers will be in effect.

  1. To verify the providers version, go to Providers under the Admin table.

The version for the Amazon provider package should be 8.4.0, as shown in the following screenshot. If not, there was an error while loading requirements.txt. To debug any errors, go to the CloudWatch console and open the requirements_install_ip log in Log streams, where errors are listed. Refer to Enabling logs on the Amazon MWAA console for more details.

Set up cross-account access

You need to set up cross-account policies and roles between Account A and Account B to access the S3 buckets to load and unload data. Complete the following steps:

  1. In Account A, configure the bucket policy for bucket sample-inp-bucket-etl-<username> to grant permissions to the AWS Glue and Amazon MWAA roles in Account B for objects in bucket sample-inp-bucket-etl-<username>:
    {
        "Version": "2012-10-17",
        "Statement": [
            {
                "Effect": "Allow",
                "Principal": {
                    "AWS": [
                        "arn:aws:iam::<account-id-of- AcctB>:role/service-role/<Glue-role>",
                        "arn:aws:iam::<account-id-of-AcctB>:role/service-role/<MWAA-role>"
                    ]
                },
                "Action": [
                    "s3:GetObject",
    "s3:PutObject",
    		   "s3:PutObjectAcl",
    		   "s3:ListBucket"
                ],
                "Resource": [
                    "arn:aws:s3:::sample-inp-bucket-etl-<username>/*",
                    "arn:aws:s3:::sample-inp-bucket-etl-<username>"
                ]
            }
        ]
    }
    

  2. Similarly, configure the bucket policy for bucket sample-opt-bucket-etl-<username> to grant permissions to Amazon MWAA roles in Account B to put objects in this bucket:
    {
        "Version": "2012-10-17",
        "Statement": [
            {
                "Effect": "Allow",
                "Principal": {
                    "AWS": "arn:aws:iam::<account-id-of-AcctB>:role/service-role/<MWAA-role>"
                },
                "Action": [
                    "s3:GetObject",
                    "s3:PutObject",
                    "s3:PutObjectAcl",
                    "s3:ListBucket"
                ],
                "Resource": [
                    "arn:aws:s3:::sample-opt-bucket-etl-<username>/*",
                    "arn:aws:s3:::sample-opt-bucket-etl-<username>"
                ]
            }
        ]
    }
    

  3. In Account A, create an IAM policy called policy_for_roleA, which allows necessary Amazon S3 actions on the output bucket:
    {
        "Version": "2012-10-17",
        "Statement": [
            {
                "Sid": "VisualEditor0",
                "Effect": "Allow",
                "Action": [
                    "kms:Decrypt",
                    "kms:Encrypt",
                    "kms:GenerateDataKey"
                ],
                "Resource": [
                    "<KMS_KEY_ARN_Used_for_S3_encryption>"
                ]
            },
            {
                "Sid": "VisualEditor1",
                "Effect": "Allow",
                "Action": [
                    "s3:PutObject",
                    "s3:GetObject",
                    "s3:GetBucketAcl",
                    "s3:GetBucketCors",
                    "s3:GetEncryptionConfiguration",
                    "s3:GetBucketLocation",
                    "s3:ListAllMyBuckets",
                    "s3:ListBucket",
                    "s3:ListBucketMultipartUploads",
                    "s3:ListBucketVersions",
                    "s3:ListMultipartUploadParts"
                ],
                "Resource": [
                    "arn:aws:s3:::sample-opt-bucket-etl-<username>",
                    "arn:aws:s3:::sample-opt-bucket-etl-<username>/*"
                ]
            }
        ]
    }

  4. Create a new IAM role called RoleA with Account B as the trusted entity role and add this policy to the role. This allows Account B to assume RoleA to perform necessary Amazon S3 actions on the output bucket.
  5. In Account B, create an IAM policy called s3-cross-account-access with permission to access objects in the bucket sample-inp-bucket-etl-<username>, which is in Account A.
  6. Add this policy to the AWS Glue role and Amazon MWAA role:
    {
        "Version": "2012-10-17",
        "Statement": [
            {
                "Effect": "Allow",
                "Action": [
                    "s3:GetObject",
                    "s3:PutObject",
                    "s3:PutObjectAcl"
                ],
                "Resource": "arn:aws:s3:::sample-inp-bucket-etl-<username>/*"
            }
        ]
    }

  7. In Account B, create the IAM policy policy_for_roleB specifying Account A as a trusted entity. The following is the trust policy to assume RoleA in Account A:
    {
        "Version": "2012-10-17",
        "Statement": [
            {
                "Sid": "CrossAccountPolicy",
                "Effect": "Allow",
                "Action": "sts:AssumeRole",
                "Resource": "arn:aws:iam::<account-id-of-AcctA>:role/RoleA"
            }
        ]
    }

  8. Create a new IAM role called RoleB with Amazon Redshift as the trusted entity type and add this policy to the role. This allows RoleB to assume RoleA in Account A and also to be assumable by Amazon Redshift.
  9. Attach RoleB to the Redshift Serverless namespace, so Amazon Redshift can write objects to the S3 output bucket in Account A.
  10. Attach the policy policy_for_roleB to the Amazon MWAA role, which allows Amazon MWAA to access the output bucket in Account A.

Refer to How do I provide cross-account access to objects that are in Amazon S3 buckets? for more details on setting up cross-account access to objects in Amazon S3 from AWS Glue and Amazon MWAA. Refer to How do I COPY or UNLOAD data from Amazon Redshift to an Amazon S3 bucket in another account? for more details on setting up roles to unload data from Amazon Redshift to Amazon S3 from Amazon MWAA.

Set up VPC peering between the Amazon MWAA and Amazon Redshift VPCs

Because Amazon MWAA and Amazon Redshift are in two separate VPCs, you need to set up VPC peering between them. You must add a route to the route tables associated with the subnets for both services. Refer to Work with VPC peering connections for details on VPC peering.

Make sure that CIDR range of the Amazon MWAA VPC is allowed in the Redshift security group and the CIDR range of the Amazon Redshift VPC is allowed in the Amazon MWAA security group, as shown in the following screenshot.

If any of the preceding steps are configured incorrectly, you are likely to encounter a “Connection Timeout” error in the DAG run.

Configure the Amazon MWAA connection with Secrets Manager

When the Amazon MWAA pipeline is configured to use Secrets Manager, it will first look for connections and variables in an alternate backend (like Secrets Manager). If the alternate backend contains the needed value, it is returned. Otherwise, it will check the metadata database for the value and return that instead. For more details, refer to Configuring an Apache Airflow connection using an AWS Secrets Manager secret.

Complete the following steps:

  1. Configure a VPC endpoint to link Amazon MWAA and Secrets Manager (com.amazonaws.us-east-1.secretsmanager).

This allows Amazon MWAA to access credentials stored in Secrets Manager.

  1. To provide Amazon MWAA with permission to access Secrets Manager secret keys, add the policy called SecretsManagerReadWrite to the IAM role of the environment.
  2. To create the Secrets Manager backend as an Apache Airflow configuration option, go to the Airflow configuration options, add the following key-value pairs, and save your settings.

This configures Airflow to look for connection strings and variables at the airflow/connections/* and airflow/variables/* paths:

secrets.backend: airflow.providers.amazon.aws.secrets.secrets_manager.SecretsManagerBackend secrets.backend_kwargs: {"connections_prefix" : "airflow/connections", "variables_prefix" : "airflow/variables"}

  1. To generate an Airflow connection URI string, go to AWS CloudShell and enter into a Python shell.
  2. Run the following code to generate the connection URI string:
    import urllib.parse
    conn_type = 'redshift'
    host = 'sample-workgroup.<account-id-of-AcctB>.us-east-1.redshift-serverless.amazonaws.com' #Specify the Amazon Redshift workgroup endpoint
    port = '5439'
    login = 'admin' #Specify the username to use for authentication with Amazon Redshift
    password = '<password>' #Specify the password to use for authentication with Amazon Redshift
    role_arn = urllib.parse.quote_plus('arn:aws:iam::<account_id>:role/service-role/<MWAA-role>')
    database = 'dev'
    region = 'us-east-1' #YOUR_REGION
    conn_string = '{0}://{1}:{2}@{3}:{4}?role_arn={5}&database={6}&region={7}'.format(conn_type, login, password, host, port, role_arn, database, region)
    print(conn_string)
    

The connection string should be generated as follows:

redshift://admin:<password>@sample-workgroup.<account_id>.us-east-1.redshift-serverless.amazonaws.com:5439?role_arn=<MWAA role ARN>&database=dev&region=<region>
  1. Add the connection in Secrets Manager using the following command in the AWS Command Line Interface (AWS CLI).

This can also be done from the Secrets Manager console. This will be added in Secrets Manager as plaintext.

aws secretsmanager create-secret --name airflow/connections/secrets_redshift_connection --description "Apache Airflow to Redshift Cluster" --secret-string "redshift://admin:<password>@sample-workgroup.<account_id>.us-east-1.redshift-serverless.amazonaws.com:5439?role_arn=<MWAA role ARN>&database=dev&region=us-east-1" --region=us-east-1

Use the connection airflow/connections/secrets_redshift_connection in the DAG. When the DAG is run, it will look for this connection and retrieve the secrets from Secrets Manager. In case of RedshiftDataOperator, pass the secret_arn as a parameter instead of connection name.

You can also add secrets using the Secrets Manager console as key-value pairs.

  1. Add another secret in Secrets Manager in and save it as airflow/connections/redshift_conn_test.

Create an Airflow connection through the metadata database

You can also create connections in the UI. In this case, the connection details will be stored in an Airflow metadata database. If the Amazon MWAA environment is not configured to use the Secrets Manager backend, it will check the metadata database for the value and return that. You can create an Airflow connection using the UI, AWS CLI, or API. In this section, we show how to create a connection using the Airflow UI.

  1. For Connection Id, enter a name for the connection.
  2. For Connection Type, choose Amazon Redshift.
  3. For Host, enter the Redshift endpoint (without port and database) for Redshift Serverless.
  4. For Database, enter dev.
  5. For User, enter your admin user name.
  6. For Password, enter your password.
  7. For Port, use port 5439.
  8. For Extra, set the region and timeout parameters.
  9. Test the connection, then save your settings.

Create and run a DAG

In this section, we describe how to create a DAG using various components. After you create and run the DAG, you can verify the results by querying Redshift tables and checking the target S3 buckets.

Create a DAG

In Airflow, data pipelines are defined in Python code as DAGs. We create a DAG that consists of various operators, sensors, connections, tasks, and rules:

  • The DAG starts with looking for source files in the S3 bucket sample-inp-bucket-etl-<username> under Account A for the current day using S3KeySensor. S3KeySensor is used to wait for one or multiple keys to be present in an S3 bucket.
    • For example, our S3 bucket is partitioned as s3://bucket/products/YYYY/MM/DD/, so our sensor should check for folders with the current date. We derived the current date in the DAG and passed this to S3KeySensor, which looks for any new files in the current day folder.
    • We also set wildcard_match as True, which enables searches on bucket_key to be interpreted as a Unix wildcard pattern. Set the mode to reschedule so that the sensor task frees the worker slot when the criteria is not met and it’s rescheduled at a later time. As a best practice, use this mode when poke_interval is more than 1 minute to prevent too much load on a scheduler.
  • After the file is available in the S3 bucket, the AWS Glue crawler runs using GlueCrawlerOperator to crawl the S3 source bucket sample-inp-bucket-etl-<username> under Account A and updates the table metadata under the products_db database in the Data Catalog. The crawler uses the AWS Glue role and Data Catalog database that were created in the previous steps.
  • The DAG uses GlueCrawlerSensor to wait for the crawler to complete.
  • When the crawler job is complete, GlueJobOperator is used to run the AWS Glue job. The AWS Glue script name (along with location) and is passed to the operator along with the AWS Glue IAM role. Other parameters like GlueVersion, NumberofWorkers, and WorkerType are passed using the create_job_kwargs parameter.
  • The DAG uses GlueJobSensor to wait for the AWS Glue job to complete. When it’s complete, the Redshift staging table products will be loaded with data from the S3 file.
  • You can connect to Amazon Redshift from Airflow using three different operators:
    • PythonOperator.
    • SQLExecuteQueryOperator, which uses a PostgreSQL connection and redshift_default as the default connection.
    • RedshiftDataOperator, which uses the Redshift Data API and aws_default as the default connection.

In our DAG, we use SQLExecuteQueryOperator and RedshiftDataOperator to show how to use these operators. The Redshift stored procedures are run RedshiftDataOperator. The DAG also runs SQL commands in Amazon Redshift to delete the data from the staging table using SQLExecuteQueryOperator.

Because we configured our Amazon MWAA environment to look for connections in Secrets Manager, when the DAG runs, it retrieves the Redshift connection details like user name, password, host, port, and Region from Secrets Manager. If the connection is not found in Secrets Manager, the values are retrieved from the default connections.

In SQLExecuteQueryOperator, we pass the connection name that we created in Secrets Manager. It looks for airflow/connections/secrets_redshift_connection and retrieves the secrets from Secrets Manager. If Secrets Manager is not set up, the connection created manually (for example, redshift-conn-id) can be passed.

In RedshiftDataOperator, we pass the secret_arn of the airflow/connections/redshift_conn_test connection created in Secrets Manager as a parameter.

  • As final task, RedshiftToS3Operator is used to unload data from the Redshift table to an S3 bucket sample-opt-bucket-etl in Account B. airflow/connections/redshift_conn_test from Secrets Manager is used for unloading the data.
  • TriggerRule is set to ALL_DONE, which enables the next step to run after all upstream tasks are complete.
  • The dependency of tasks is defined using the chain() function, which allows for parallel runs of tasks if needed. In our case, we want all tasks to run in sequence.

The following is the complete DAG code. The dag_id should match the DAG script name, otherwise it won’t be synced into the Airflow UI.

from datetime import datetime
from airflow import DAG 
from airflow.decorators import task
from airflow.models.baseoperator import chain
from airflow.providers.amazon.aws.sensors.s3 import S3KeySensor
from airflow.providers.amazon.aws.operators.glue import GlueJobOperator
from airflow.providers.amazon.aws.operators.glue_crawler import GlueCrawlerOperator
from airflow.providers.amazon.aws.sensors.glue import GlueJobSensor
from airflow.providers.amazon.aws.sensors.glue_crawler import GlueCrawlerSensor
from airflow.providers.amazon.aws.operators.redshift_data import RedshiftDataOperator
from airflow.providers.common.sql.operators.sql import SQLExecuteQueryOperator
from airflow.providers.amazon.aws.transfers.redshift_to_s3 import RedshiftToS3Operator
from airflow.utils.trigger_rule import TriggerRule


dag_id = "data_pipeline"
vYear = datetime.today().strftime("%Y")
vMonth = datetime.today().strftime("%m")
vDay = datetime.today().strftime("%d")
src_bucket_name = "sample-inp-bucket-etl-<username>"
tgt_bucket_name = "sample-opt-bucket-etl-<username>"
s3_folder="products"
#Please replace the variable with the glue_role_arn
glue_role_arn_key = "arn:aws:iam::<account_id>:role/<Glue-role>"
glue_crawler_name = "products"
glue_db_name = "products_db"
glue_job_name = "sample_glue_job"
glue_script_location="s3://aws-glue-assets-<account_id>-<region>/scripts/sample_glue_job.py"
workgroup_name = "sample-workgroup"
redshift_table = "products_f"
redshift_conn_id_name="secrets_redshift_connection"
db_name = "dev"
secret_arn="arn:aws:secretsmanager:us-east-1:<account_id>:secret:airflow/connections/redshift_conn_test-xxxx"
poll_interval = 10

@task
def get_role_name(arn: str) -> str:
    return arn.split("/")[-1]

@task
def get_s3_loc(s3_folder: str) -> str:
    s3_loc  = s3_folder + "/year=" + vYear + "/month=" + vMonth + "/day=" + vDay + "/*.csv"
    return s3_loc

with DAG(
    dag_id=dag_id,
    schedule="@once",
    start_date=datetime(2021, 1, 1),
    tags=["example"],
    catchup=False,
) as dag:
    role_arn = glue_role_arn_key
    glue_role_name = get_role_name(role_arn)
    s3_loc = get_s3_loc(s3_folder)


    # Check for new incremental files in S3 source/input bucket
    sensor_key = S3KeySensor(
        task_id="sensor_key",
        bucket_key=s3_loc,
        bucket_name=src_bucket_name,
        wildcard_match=True,
        #timeout=18*60*60,
        #poke_interval=120,
        timeout=60,
        poke_interval=30,
        mode="reschedule"
    )

    # Run Glue crawler
    glue_crawler_config = {
        "Name": glue_crawler_name,
        "Role": role_arn,
        "DatabaseName": glue_db_name,
    }

    crawl_s3 = GlueCrawlerOperator(
        task_id="crawl_s3",
        config=glue_crawler_config,
    )

    # GlueCrawlerOperator waits by default, setting as False to test the Sensor below.
    crawl_s3.wait_for_completion = False

    # Wait for Glue crawler to complete
    wait_for_crawl = GlueCrawlerSensor(
        task_id="wait_for_crawl",
        crawler_name=glue_crawler_name,
    )

    # Run Glue Job
    submit_glue_job = GlueJobOperator(
        task_id="submit_glue_job",
        job_name=glue_job_name,
        script_location=glue_script_location,
        iam_role_name=glue_role_name,
        create_job_kwargs={"GlueVersion": "4.0", "NumberOfWorkers": 10, "WorkerType": "G.1X"},
    )

    # GlueJobOperator waits by default, setting as False to test the Sensor below.
    submit_glue_job.wait_for_completion = False

    # Wait for Glue Job to complete
    wait_for_job = GlueJobSensor(
        task_id="wait_for_job",
        job_name=glue_job_name,
        # Job ID extracted from previous Glue Job Operator task
        run_id=submit_glue_job.output,
        verbose=True,  # prints glue job logs in airflow logs
    )

    wait_for_job.poke_interval = 5

    # Execute the Stored Procedure in Redshift Serverless using Data Operator
    execute_redshift_stored_proc = RedshiftDataOperator(
        task_id="execute_redshift_stored_proc",
        database=db_name,
        workgroup_name=workgroup_name,
        secret_arn=secret_arn,
        sql="""CALL sp_products();""",
        poll_interval=poll_interval,
        wait_for_completion=True,
    )

    # Execute the Stored Procedure in Redshift Serverless using SQL Operator
    delete_from_table = SQLExecuteQueryOperator(
        task_id="delete_from_table",
        conn_id=redshift_conn_id_name,
        sql="DELETE FROM products;",
        trigger_rule=TriggerRule.ALL_DONE,
    )

    # Unload the data from Redshift table to S3
    transfer_redshift_to_s3 = RedshiftToS3Operator(
        task_id="transfer_redshift_to_s3",
        s3_bucket=tgt_bucket_name,
        s3_key=s3_loc,
        schema="PUBLIC",
        table=redshift_table,
        redshift_conn_id=redshift_conn_id_name,
    )

    transfer_redshift_to_s3.trigger_rule = TriggerRule.ALL_DONE

    #Chain the tasks to be executed
    chain(
        sensor_key,
        crawl_s3,
        wait_for_crawl,
        submit_glue_job,
        wait_for_job,
        execute_redshift_stored_proc,
        delete_from_table,
        transfer_redshift_to_s3
        )
    

Verify the DAG run

After you create the DAG file (replace the variables in the DAG script) and upload it to the s3://sample-airflow-instance/dags folder, it will be automatically synced with the Airflow UI. All DAGs appear on the DAGs tab. Toggle the ON option to make the DAG runnable. Because our DAG is set to schedule="@once", you need to manually run the job by choosing the run icon under Actions. When the DAG is complete, the status is updated in green, as shown in the following screenshot.

In the Links section, there are options to view the code, graph, grid, log, and more. Choose Graph to visualize the DAG in a graph format. As shown in the following screenshot, each color of the node denotes a specific operator, and the color of the node outline denotes a specific status.

Verify the results

On the Amazon Redshift console, navigate to the Query Editor v2 and select the data in the products_f table. The table should be loaded and have the same number of records as S3 files.

On the Amazon S3 console, navigate to the S3 bucket s3://sample-opt-bucket-etl in Account B. The product_f files should be created under the folder structure s3://sample-opt-bucket-etl/products/YYYY/MM/DD/.

Clean up

Clean up the resources created as part of this post to avoid incurring ongoing charges:

  1. Delete the CloudFormation stacks and S3 bucket that you created as prerequisites.
  2. Delete the VPCs and VPC peering connections, cross-account policies and roles, and secrets in Secrets Manager.

Conclusion

With Amazon MWAA, you can build complex workflows using Airflow and Python without managing clusters, nodes, or any other operational overhead typically associated with deploying and scaling Airflow in production. In this post, we showed how Amazon MWAA provides an automated way to ingest, transform, analyze, and distribute data between different accounts and services within AWS. For more examples of other AWS operators, refer to the following GitHub repository; we encourage you to learn more by trying out some of these examples.


About the Authors


Radhika Jakkula is a Big Data Prototyping Solutions Architect at AWS. She helps customers build prototypes using AWS analytics services and purpose-built databases. She is a specialist in assessing wide range of requirements and applying relevant AWS services, big data tools, and frameworks to create a robust architecture.

Sidhanth Muralidhar is a Principal Technical Account Manager at AWS. He works with large enterprise customers who run their workloads on AWS. He is passionate about working with customers and helping them architect workloads for costs, reliability, performance, and operational excellence at scale in their cloud journey. He has a keen interest in data analytics as well.

Architecting for Disaster Recovery on AWS Outposts Racks with AWS Elastic Disaster Recovery

Post Syndicated from Macey Neff original https://aws.amazon.com/blogs/compute/architecting-for-disaster-recovery-on-aws-outposts-racks-with-aws-elastic-disaster-recovery/

This blog post is written by Brianna Rosentrater, Hybrid Edge Specialist SA.

AWS Elastic Disaster Recovery Service (AWS DRS) now supports disaster recovery (DR) architectures that include on-premises Windows and Linux workloads running on AWS Outposts. AWS DRS minimizes downtime and data loss with fast, reliable recovery of on-premises and cloud-based applications using affordable storage, minimal compute, and point-in-time recovery. Both services are billed and managed from your AWS Management Console.

Like workloads running in AWS Regions, it’s critical to plan for failures. Outposts are designed with resiliency in mind, providing redundant power, networking, and are available to order with N+M active compute instance capacity. In other words, for every physical N compute servers, you have the option of including M redundant hosts capable of handling the workload during a failure. When leveraging AWS DRS with Outpost, you can plan for larger-scale failure modes, such as data center outages, by replicating mission-critical workloads to other remote data center locations or the AWS Region.

In this post, you’ll learn how AWS DRS can be used with Outpost rack to architect for high availability in the event of a site failure. The post will examine several different architectures enabled by AWS DRS that provide DR for Outpost, and the benefits of each method described.

Prerequisites

Each of these architectures described below need the following:

Public internet access isn’t needed, AWS PrivateLink and AWS Direct Connect are supported for replication and failback which is a significant security benefit.

Planning for failure

Disasters come in many forms and are often unplanned and unexpected events. Regardless of whether your workload resides on premises, in a colocation facility, or in an AWS Region, it’s critical to define the Recovery Time Objective (RTO) and Recovery Point Objective (RPO) which are often workload-specific. These two metrics profile how long a service can be down during recovery and quantify the acceptable amount of data loss. RTO and RPO guide you in choosing the appropriate strategy such as backup and recovery, pilot light, warm standby, or a multi-site (active-active) approach.

With AWS DRS, while failing back to a test machine (not the original source server), replication of the source server continues. This allows failback drills without impacting RPO, and non-disruptive failback drills are an important part of disaster planning to validate your recovery plan meets your expected RPO/RTO as per your business requirements.

How AWS DRS integrates with Outpost

AWS DRS uses an AWS Replication Agent at the source to capture the workload and transfer it to a lightweight staging area, which resides on an Outpost equipped with Amazon S3 on Outposts. This method also provides the ability to perform low-effort, non-disruptive DR drills before making the final cutover. The AWS Replication Agent doesn’t need a reboot nor does it impact your applications during installation.

When an Outpost’s subnet is selected as the target for replication or launch, all associated AWS DRS components remain within the Outpost, including the AWS DRS server conversion technology. These conversion servers convert source disks of servers being migrated so that they can boot and run in the target infrastructure, Amazon EBS volumes, snapshots, and replication servers. The replication servers replicate the disks to the target infrastructure. With AWS DRS you can control the data replication path using private connectivity options such as a virtual private network (VPN), AWS Direct Connect, VPC peering, or another private connection. Learn more about using a private IP for data replication.

AWS DRS provides nearly continuous replication for mission-critical workloads and supports deployment patterns including on-premises to Outpost, Outpost to Region, Region to Outpost, and between two logical Outposts through local networks. To leverage Outpost with AWS DRS, simply select the Outpost subnet as your target or source for replication when configuring AWS DRS for your workload. If you are currently using CloudEndure DR for disaster recovery with Outpost, see these detailed instructions for migrating to AWS DRS from CloudEndure DR.

DR from on-premises to Outpost

Outpost can be used as a DR target for on-premises workloads. By deploying an Outpost in a remote data center or colocation a significant distance from the source within the same geo-political boundary, you can replicate workloads across great distances and increase resiliency of the data while ensuring adherence to data residency policies or legislation.

DR from on-premises to Outposts

Figure 1 – DR from on-premises to Outposts

In Figure 1, on premises sources replicate traffic from a LAN to a staging area residing in an Outpost subnet via the local gateway. This allows workloads to failover from their on-premises environment to an Outpost in a different physical location during a disaster.

The staging areas and replication servers run on Amazon Elastic Compute Cloud (Amazon EC2) with Amazon EBS volumes and require Amazon S3 on Outposts where the Amazon EBS snapshots reside.

The replication agent is responsible for providing nearly continuous, block-level replication from your LAN using TCP/1500 with traffic routing to Amazon EC2 instances using the Outposts local gateway.

DR from Outpost to Region

Since its initial release, Outpost has supported Amazon EBS snapshots written to Amazon S3 located in the AWS Region. Backup to an AWS Region is one of the most cost-effective and easiest-to-configure DR approaches, enabling data redundancy outside of your Outpost and data center.

This method also offers flexibility for restoration within an AWS Region if the original deployment is irrecoverable. However, depending on the frequency of the snapshots and the timing of the failure, backup, and recovery to the Region has the potential to have an RPO/RTO spanning hours depending on the throughput of the service link.

For critical workloads, AWS DRS can reduce RTO to minutes and RPO in the sub-second range. After creating an initial replication of workloads that reside on the Outpost, AWS DRS provides nearly continuous, block-level replication in the Region. Just like replication from non-AWS virtual machines or bare metal servers, AWS DRS resources, including Replication Servers, Conversion Servers, Amazon EBS Volumes, and Snapshots reside in the Region.

DR from Outpost to Region

Figure 2 – DR from Outpost to Region

In Figure 2, data replication is performed over the service link from Amazon EC2 instances running locally on an Outpost to an AWS Region. The service link traverses either public Region connectivity or AWS Direct Connect.

AWS Direct Connect is the recommended option because it provides low latency and consistent bandwidth for the service link back to a Region, which also improves the reliability of transmission for AWS DRS replication traffic.

The service link is comprised of redundant, encrypted VPN tunnels. Replication traffic can also be sent privately without traversing the public internet by leveraging Private Virtual Interfaces with Direct Connect for the service link.

With this architecture in place, you can mitigate disasters and reduce downtime by failing over to the AWS Region using AWS DRS.

DR from Region to Outpost

AWS provides multiple Availability Zones (AZs) within a Region and isolated AWS Regions globally for the greatest possible fault tolerance and stability. The reliability pillar of AWS’s Well-Architected Framework encourages distributing workloads across AZs and replicating data between Regions when the need for distances exceeds those of AZs.

AWS DRS supports nearly continuous replication of workloads from a Region to an Outpost within your data center or colocation facility for DR. This deployment model provides increased durability from a source AWS Region to an Outpost anchored to a different Region.

In this model, AWS DRS components remain on-premises within the Outpost, but data charges are applicable as data egresses from the Region back to the data center and Amazon S3 on Outposts is required on the destination Outpost.

DR from Region to Outpost

Figure 3 – DR from Region to Outpost

Implementing the preceding architecture diagram enables failover of critical workloads from the Region to on-premises Outposts seamlessly. Keep in mind that AWS Regions provide the management and control plane for Outpost, making it critical to consider probability and frequency of service link interruptions as a part of your DR planning. Scenarios such as warm standby with pre-allocated Amazon EC2 and Amazon EBS resources may prove more resilient during service link disruptions.

DR between two Outposts

Each logical Outpost is comprised of one or more physical racks. Logical Outposts are in independent colocations of one another, and support deployments in disparate data centers or colocation facilities. You can elect to have multiple logical Outposts anchored to different Availability Zones or Regions. AWS DRS unlocks options for replication between two logical Outposts, leading to increased resiliency and reducing the impact of your data center as a single point of failure. In the following architecture, nearly continuous replication captured from a single Outpost source is applied at a second logical Outpost.

DR between two Outposts

Figure 4 – DR between two Outposts

Supporting both directional and bidirectional replication between Outposts can minimize disruption caused by events that take down a data center, Availability Zone, or even the entire Region result in minimal disruption. In the following architecture diagram, bidirectional data replication occurs between the Outposts by routing traffic via the local gateways, minimizing outbound data charges from the Region and allowing for more direct routing between deployment sites that could potentially span significant distances. AWS DRS cannot communicate with resources directly utilizing a customer-owned IP address pool (CoIP pool).

Figure 5 – DR between two Outposts – bidirectional 

Architecture Considerations

When planning an Outpost deployment leveraging AWS DRS, it’s critical to consider the impact on storage. As a general best practice, AWS recommends planning for a 2:1 ratio consisting of EBS volumes used for nearly continuous replication and Amazon EBS snapshots on Amazon S3 for point-in-time recovery. While it’s unlikely that all servers would need recovery simultaneously, it’s also important to allocate a reserve of EBS volume capacity, which will launch at the time of recovery. Amazon S3 on Outpost is needed for each Outpost used as a replication destination, and the recommendation is to plan for a 1:1 ratio consisting of S3 on Outposts storage, plus the rate of data change. For example, if your data change rate is 10%, you’d want to plan for 110% S3 on Outpost use with AWS DRS.

Amazon CloudWatch has integrated metrics for EC2, Amazon EBS, and Amazon S3 capacity on Outposts, making it easy to create custom tailored dashboards and integrate with Simple Notification Service (Amazon SNS) for alerts at defined thresholds. Monitoring these metrics is critical in making sure that proper free space is available for data replication to occur unimpeded. CloudWatch has metrics available for AWS DRS as well. You can also use the AWS DRS service page in the AWS Console to monitor the status of your recovery instances.

Consider taking advantage of Recovery Plans within AWS DRS to make sure that related services are recovered in a particular order. For example, during a disaster, it might be critical to first bring up a database before recovering application tiers. Recovery plans provide the ability to group related services and apply wait times to individual targets.

Conclusion

AWS Outpost enables low latency, data residency, or data gravity-constrained workloads by supplying managed cloud compute and storage services within your data center or colocation. When coupled with AWS DRS, you can decrease RPO and RTO through a variety of flexible deployment models with sources and destinations ranging from on-premises, the Region, or another AWS Outpost.

How Salesforce optimized their detection and response platform using AWS managed services

Post Syndicated from Atul Khare original https://aws.amazon.com/blogs/big-data/how-salesforce-optimized-their-detection-and-response-platform-using-aws-managed-services/

This is a guest blog post co-authored with Atul Khare and Bhupender Panwar from Salesforce.

Headquartered in San Francisco, Salesforce, Inc. is a cloud-based customer relationship management (CRM) software company building artificial intelligence (AI)-powered business applications that allow businesses to connect with their customers in new and personalized ways.

The Salesforce Trust Intelligence Platform (TIP) log platform team is responsible for data pipeline and data lake infrastructure, providing log ingestion, normalization, persistence, search, and detection capability to ensure Salesforce is safe from threat actors. It runs miscellaneous services to facilitate investigation, mitigation, and containment for security operations. The TIP team is critical to securing Salesforce’s infrastructure, detecting malicious threat activities, and providing timely responses to security events. This is achieved by collecting and inspecting petabytes of security logs across dozens of organizations, some with thousands of accounts.

In this post, we discuss how the Salesforce TIP team optimized their architecture using Amazon Web Services (AWS) managed services to achieve better scalability, cost, and operational efficiency.

TIP existing architecture bird’s eye view and scale of the platform

The main key performance indicator (KPI) for the TIP platform is its capability to ingest a high volume of security logs from a variety of Salesforce internal systems in real time and process them with high velocity. The platform ingests more than 1 PB of data per day, more than 10 million events per second, and more than 200 different log types. The platform ingests log files in JSON, text, and Common Event Format (CEF) formats.

The message bus in TIP’s existing architecture mainly uses Apache Kafka for ingesting different log types coming from the upstream systems. Kafka had a single topic for all the log types before they were consumed by different downstream applications including Splunk, Streaming Search, and Log Normalizer. The Normalized Parquet Logs are stored in an Amazon Simple Storage Service (Amazon S3) data lake and cataloged into Hive Metastore (HMS) on an Amazon Relational Database Service (Amazon RDS) instance based on S3 event notifications. The data lake consumers then use Apache Presto running on Amazon EMR cluster to perform one-time queries. Other teams including the Data Science and Machine Learning teams use the platform to detect, analyze, and control security threats.

Challenges with the existing TIP log platform architecture

Some of the main challenges that TIP’s existing architecture was facing include:

  • Heavy operational overhead and maintenance cost managing the Kafka cluster
  • High cost to serve (CTS) to meet growing business needs
  • Compute threads limited by partitions’ numbers
  • Difficult to scale out when traffic increases
  • Weekly patching creates lags
  • Challenges with HMS scalability

All these challenges motivated the TIP team to embark on a journey to create a more optimized platform that’s easier to scale with less operational overhead and lower CTS.

New TIP log platform architecture

The Salesforce TIP log platform engineering team, in collaboration with AWS, started building the new architecture to replace the Kafka-based message bus solution with the fully managed AWS messaging and notification solutions Amazon Simple Queue Service (Amazon SQS) and Amazon Simple Notification Service (Amazon SNS). In the new design, the upstream systems send their logs to a central Amazon S3 storage location, which invokes a process to partition the logs and store them in an S3 data lake. Consumer applications such as Splunk get the messages delivered to their system using Amazon SQS. Similarly, the partitioned log data through Amazon SQS events initializes a log normalization process that delivers the normalized log data to open source Delta Lake tables on an S3 data lake. One of the major changes in the new architecture is the use of an AWS Glue Data Catalog to replace the previous Hive Metastore. The one-time analysis applications use Apache Trino on an Amazon EMR cluster to query the Delta Tables cataloged in AWS Glue. Other consumer applications also read the data from S3 data lake files stored in Delta Table format. More details on some of the important processes are as follows:

Log partitioner (Spark structured stream)

This service ingests logs from the Amazon S3 SNS SQS-based store and stores them in the partitioned (by log types) format in S3 for further downstream consumptions from the Amazon SNS SQS subscription. This is the bronze layer of the TIP data lake.

Log normalizer (Spark structured stream)

One of the downstream consumers of log partitioner (Splunk Ingestor is another one), the log normalizer ingests the data from Partitioned Output S3, using Amazon SNS SQS notifications, and enriches them using Salesforce custom parsers and tags. Finally, this enriched data is landed in the data lake on S3. This is the silver layer of the TIP data lake.

Machine learning and other data analytics consumers (Trino, Flink, and Spark Jobs)

These consumers consume from the silver layer of the TIP data lake and run analytics for security detection use cases. The earlier Kafka interface is now converted to delta streams ingestion, which concludes the total removal of the Kafka bus from the TIP data pipeline.

Advantages of the new TIP log platform architecture

The main advantages realized by the Salesforce TIP team based on this new architecture using Amazon S3, Amazon SNS, and Amazon SQS include:

  • Cost savings of approximately $400 thousand per month
  • Auto scaling to meet growing business needs
  • Zero DevOps maintenance overhead
  • No mapping of partitions to compute threads
  • Compute resources can be scaled up and down independently
  • Fully managed Data Catalog to reduce the operational overhead of managing HMS

Summary

In this blog post we discussed how the Salesforce Trust Intelligence Platform (TIP) optimized their data pipeline by replacing the Kafka-based message bus solution with fully managed AWS messaging and notification solutions using Amazon SQS and Amazon SNS. Salesforce and AWS teams worked together to make sure this new platform seamlessly scales to ingest more than 1 PB of data per day, more than 10 millions events per second, and more than 200 different log types. Reach out to your AWS account team if you have similar use cases and you need help architecting your platform to achieve operational efficiencies and scale.


About the authors

Atul Khare is a Director of Engineering at Salesforce Security, where he spearheads the Security Log Platform and Data Lakehouse initiatives. He supports diverse security customers by building robust big data ETL pipeline that is elastic, resilient, and easy to use, providing uniform & consistent security datasets for threat detection and response operations, AI, forensic analysis, analytics, and compliance needs across all Salesforce clouds. Beyond his professional endeavors, Atul enjoys performing music with his band to raise funds for local charities.

Bhupender Panwar is a Big Data Architect at Salesforce and seasoned advocate for big data and cloud computing. His background encompasses the development of data-intensive applications and pipelines, solving intricate architectural and scalability challenges, and extracting valuable insights from extensive datasets within the technology industry. Outside of his big data work, Bhupender loves to hike, bike, enjoy travel and is a great foodie.

Avijit Goswami is a Principal Solutions Architect at AWS specialized in data and analytics. He supports AWS strategic customers in building high-performing, secure, and scalable data lake solutions on AWS using AWS managed services and open-source solutions. Outside of his work, Avijit likes to travel, hike in the San Francisco Bay Area trails, watch sports, and listen to music.

Vikas Panghal is the Principal Product Manager leading the product management team for Amazon SNS and Amazon SQS. He has deep expertise in event-driven and messaging applications and brings a wealth of knowledge and experience to his role, shaping the future of messaging services. He is passionate about helping customers build highly scalable, fault-tolerant, and loosely coupled systems. Outside of work, he enjoys spending time with his family outdoors, playing chess, and running.