Tag Archives: Customer Solutions

How Wallapop improved performance of analytics workloads with Amazon Redshift Serverless and data sharing

Post Syndicated from Eduard Lopez original https://aws.amazon.com/blogs/big-data/how-wallapop-improved-performance-of-analytics-workloads-with-amazon-redshift-serverless-and-data-sharing/

Amazon Redshift is a fast, fully managed cloud data warehouse that makes it straightforward and cost-effective to analyze all your data at petabyte scale, using standard SQL and your existing business intelligence (BI) tools. Today, tens of thousands of customers run business-critical workloads on Amazon Redshift.

Amazon Redshift Serverless makes it effortless to run and scale analytics workloads without having to manage any data warehouse infrastructure.

Redshift Serverless automatically provisions and intelligently scales data warehouse capacity to deliver fast performance for even the most demanding and unpredictable workloads, and you pay only for what you use.

This is ideal when it’s difficult to predict compute needs such as variable workloads, periodic workloads with idle time, and steady-state workloads with spikes. As your demand evolves with new workloads and more concurrent users, Redshift Serverless automatically provisions the right compute resources, and your data warehouse scales seamlessly and automatically.

Amazon Redshift data sharing allows you to securely share live, transactionally consistent data in one Redshift data warehouse with another Redshift data warehouse (provisioned or serverless) across accounts and Regions without needing to copy, replicate, or move data from one data warehouse to another.

Amazon Redshift data sharing enables you to evolve your Amazon Redshift deployment architectures into a hub-and-spoke or data mesh model to better meet performance SLAs, provide workload isolation, perform cross-group analytics, and onboard new use cases, all without the complexity of data movement and data copies.

In this post, we show how Wallapop adopted Redshift Serverless and data sharing to modernize their data warehouse architecture.

Wallapop’s initial data architecture platform

Wallapop is a Spanish ecommerce marketplace company focused on second-hand items, founded in 2013. Every day, they receive around 300,000 new items from buyers to be added to their catalog. The marketplace can be accessed via mobile app or website.

The average monthly traffic is around 15 million active users. Since its creation in 2013, it has reached more than 40 million downloads and more than 700 million products have been listed.

Amazon Redshift plays a central role in their data platform on AWS for ingestion, ETL (extract, transform, and load), machine learning (ML), and consumption workloads that run their insight consumption to drive decision-making.

The initial architecture is composed of one main Redshift provisioned cluster that handled all the workloads, as illustrated in the following diagram. Their cluster was deployed with 8 nodes ra3.4xlarge and concurrency scaling enabled.

Wallapop had three main areas to improve in their initial data architecture platform:

  • Workload isolation challenges with growing data volumes and new workloads running in parallel
  • Administrative burden on data engineering teams to manage the concurrent workloads, especially at peak times
  • Cost-performance ratio while scaling during peak periods

The areas of improvement mainly focused on performance of data consumption workloads along with the BI and analytics consumption tool, where high query concurrency was impacting the final analytics preparation and its insights consumption.

Solution overview

To improve their data platform architecture, Wallapop designed and built a new distributed approach with Amazon Redshift with the support of AWS.

Their cluster size of the provisioned data warehouse didn’t change. What changed was lowering the usage concurrency scaling to 1 hour, which is in the Free Tier usage for every 24 hours of using the main cluster. The following diagram illustrates the target architecture.

Solution details

The new data platform architecture combines Redshift Serverless and provisioned data warehouses with Amazon Redshift data sharing, helping Wallapop improve their overall Amazon Redshift experience with improved ease of use, performance, and optimized costs.

Redshift Serverless measures data warehouse capacity in Redshift Processing Units (RPUs). RPUs are resources used to handle workloads. You can adjust the base capacity setting from 8 RPUs to 512 RPUs in units of 8 (8, 16, 24, and so on).

The new architecture uses a Redshift provisioned cluster with RA3 nodes to run their constant and write workloads (data ingestion and transformation jobs). For cost-efficiency, Wallapop is also benefiting from Redshift reserved instances to optimize on costs for these known, predictable, and steady workloads. This cluster acts as the producer cluster in their distributed architecture using data sharing, meaning the data is ingested into the storage layer of Amazon Redshift—Redshift Managed Storage (RMS).

For the consumption part of the data platform architecture, the data is shared with different Redshift Serverless endpoints to meet the needs for different consumption workloads.

Data sharing provides workloads isolation. With this architecture, Wallapop achieves better workload isolation and ensures that only the right data is shared with the different consumption applications. Additionally, this approach avoids data duplication in their consumer part, which optimizes costs and allows better governance processes, because they only have to manage a single version of the data warehouse data instead of different copies or versions of it.

Redshift Serverless is used as a consumer part of the data platform architecture to meet those predictable and unpredictable, non-steady, and often demanding analytics workloads, such as their CI/CD jobs and BI and analytics consumption workloads coming from their data visualization application. Redshift Serverless also helps them achieve better workload isolation due to its managed auto scaling feature that makes sure performance is consistently good for these unpredictable workloads, even at peak times. It also provides a better user experience for the Wallapop data platform team, thanks to the autonomics capabilities that Redshift Serverless provides.

The new solution combining Redshift Serverless and data sharing allowed Wallapop to achieve better performance, cost, and ease of use.

Eduard Lopez, Wallapop Data Engineering Manager, shared the improved experience of analytics users: “Our analyst users are telling us that now ‘Looker flies.’ Insights consumption went up as a result of it without increasing costs.”

Evaluation of outcome

Wallapop started this re-architecture effort by first testing the isolation of their BI consumption workload with Amazon Redshift data sharing and Redshift Serverless with the support of AWS. The workload was tested using different base RPU configurations to measure the base capacity and resources in Redshift Serverless. Base RPU ranges for Redshift Serverless range from 8–512. Wallapop tested their BI workload with two configurations: 32 base RPU and 64 base RPU, after enabling data sharing from their Redshift provisioned cluster to ensure the serverless endpoints have access to the necessary datasets.

Based on the results measured 1 week before testing, the main area for improvement was the queries that took longer than 10 seconds to complete (52%), represented by the yellow, orange, and red areas of the following chart, as well as the long-running queries represented by the red area (over 600 seconds, 9%).

The first test of this workload with Redshift Serverless using a 64 base RPU configuration immediately showed performance improvement results: the queries running longer than 10 seconds were reduced by 38% and the long-running queries (over 120 seconds) were almost completely eliminated.

Javier Carbajo, Wallapop Data Engineer, says, “Providing a service without downtime or loading times that are too long was one of our main requirements since we couldn’t have analysts or stakeholders without being able to consult the data.”

Following the first set of results, Wallapop also tested with a Redshift Serverless configuration using 32 base RPU to compare the results and select the configuration that could offer them the best price-performance for this workload. With this configuration, the results were similar to the previously test run on Redshift Serverless with 64 base RPU (still showing significant performance improvement from the original results). Based on the tests, this configuration was selected for the new architecture.

Gergely Kajtár, Wallapop Data Engineer, says, “We noticed a significant increase in the daily workflows’ stability after the change to the new Redshift architecture.”

Following this first workload, Wallapop has continued expanding their Amazon Redshift distributed architecture with CI/CD workloads running on a separated Redshift Serverless endpoint using data sharing with their Redshift provisioned (RA3) cluster.

“With the new Redshift architecture, we have noticed remarkable improvements both in speed and stability. That has translated into an increase of 2 times in analytical queries, not only by analysts and data scientists but from other roles as well such as marketing, engineering, C-level, etc. That proves that investing in a scalable architecture like Redshift Serverless has a direct consequence on accelerating the adoption of data as decision-making driver in the organization.”

– Nicolás Herrero, Wallapop Director of Data & Analytics.

Conclusion

In this post, we showed you how this platform can help Wallapop to scale in the future by adding new consumers when new needs or applications require to access data.

If you’re new to Amazon Redshift, you can explore demos, other customer stories, and the latest features at Amazon Redshift. If you’re already using Amazon Redshift, reach out to your AWS account team for support, and learn more about what’s new with Amazon Redshift.


About the Authors

Eduard Lopez is the Data Engineer Manager at Wallapop. He is a software engineer with over 6 years of experience in data engineering, machine learning, and data science.

Daniel Martinez is a Solutions Architect in Iberia Digital Native Businesses (DNB), part of the worldwide commercial sales organization (WWCS) at AWS.

Jordi Montoliu is a Sr. Redshift Specialist in EMEA, part of the worldwide specialist organization (WWSO) at AWS.

Ziad Wali is an Acceleration Lab Solutions Architect at Amazon Web Services. He has over 10 years of experience in databases and data warehousing, where he enjoys building reliable, scalable, and efficient solutions. Outside of work, he enjoys sports and spending time in nature.

Semir Naffati is a Sr. Redshift Specialist Solutions Architect in EMEA, part of the worldwide specialist organization (WWSO) at AWS.

How GamesKraft uses Amazon Redshift data sharing to support growing analytics workloads

Post Syndicated from Anshuman Varshney original https://aws.amazon.com/blogs/big-data/how-gameskraft-uses-amazon-redshift-data-sharing-to-support-growing-analytics-workloads/

This post is co-written by Anshuman Varshney, Technical Lead at Gameskraft.

Gameskraft is one of India’s leading online gaming companies, offering gaming experiences across a variety of categories such as rummy, ludo, poker, and many more under the brands RummyCulture, Ludo Culture, Pocket52, and Playship. Gameskraft holds the Guinness World Record for organizing the world’s largest online rummy tournament, and is one of India’s first gaming companies to build an ISO certified platform.

Amazon Redshift is a fully managed data warehousing service that offers both provisioned and serverless options, making it more efficient to run and scale analytics without having to manage your data warehouse. Amazon Redshift enables you to use SQL to analyze structured and semi-structured data across data warehouses, operational databases, and data lakes, using AWS-designed hardware and machine learning (ML) to deliver the best price-performance at scale.

In this post, we show how Gameskraft used Amazon Redshift data sharing along with concurrency scaling and WLM optimization to support its growing analytics workloads.

Amazon Redshift use case

Gameskraft used Amazon Redshift RA3 instances with Redshift Managed Storage (RMS) for their data warehouse. The upstream data pipeline is a robust system that integrates various data sources, including Amazon Kinesis and Amazon Managed Streaming for Apache Kafka (Amazon MSK) for handling clickstream events, Amazon Relational Database Service (Amazon RDS) for delta transactions, and Amazon DynamoDB for delta game-related information. Additionally, data is extracted from vendor APIs that includes data related to product, marketing, and customer experience. All of this diverse data is then consolidated into the Amazon Simple Storage Service (Amazon S3) data lake before being uploaded to the Redshift data warehouse. These upstream data sources constitute the data producer components.

Gameskraft used Amazon Redshift workload management (WLM) to manage priorities within workloads, with higher priority being assigned to the extract, transform, and load (ETL) queue that runs critical jobs for data producers. The downstream consumers consist of business intelligence (BI) tools, with multiple data science and data analytics teams having their own WLM queues with appropriate priority values.

As Gameskraft’s portfolio of gaming products increased, it led to an approximate five-times growth of dedicated data analytics and data science teams. Consequently, there was a fivefold rise in data integrations and a fivefold increase in ad hoc queries submitted to the Redshift cluster. These query patterns and concurrency were unpredictable in nature. Also, over time the number of BI dashboards (both scheduled and live) increased, which contributed to more queries being submitted to the Redshift cluster.

With this growing workload, Gameskraft was observing the following challenges:

  • Increase in critical ETL job runtime
  • Increase in query wait time in multiple queues
  • Impact of unpredictable ad hoc query workloads across other queues in the cluster

Gameskraft was looking for a solution that would help them mitigate all these challenges, and provide flexibility to scale ingestion and consumption workload processing independently. Gameskraft was also looking for a solution that would cater to their unpredictable future growth.

Solution overview

Gameskraft tackled these challenges in a phased manner using Amazon Redshift concurrency scaling, Amazon Redshift data sharing, Amazon Redshift Serverless, and Redshift provisioned clusters.

Amazon Redshift concurrency scaling lets you easily support thousands of concurrent users and concurrent queries, with consistently fast query performance. As concurrency increases, Amazon Redshift automatically adds query processing power in seconds to process queries without any delays. When the workload demand subsides, this extra processing power is automatically removed, so you pay only for the time when concurrency scaling clusters are in use. Amazon Redshift offers 1 hour of free concurrency scaling credits per active cluster per day, allowing you to accumulate 30 hours of free credits per month.

Gameskraft enabled concurrency scaling in selective WLM queues to ease the query wait time in those queues during peak usage and also helped reduce ETL query runtime. In the prior setup, we maintained four specialized queues for ETL, ad hoc queries, BI tools, and data science. To prevent blockages for other processes, we imposed minimal query timeouts using query monitoring rules (QMR). However, both the ETL and BI tools queues were persistently occupied, impacting the performance of the remaining queues.

Concurrency scaling helped alleviate query wait time in the ad hoc query queue. Still, the challenge of downstream consumption workloads (like ad hoc queries) impacting ingestion persisted, and Gameskraft was looking for a solution to manage these workloads independently.

The following table summarizes the workload management configuration prior to the solution implementation.

Queue Usage Concurrency Scaling Mode Concurrency on Main / Memory % Query Monitoring Rules
etl For ingestion from multiple data integration off auto Stop action on:
Query runtime (seconds) > 2700
report For scheduled reporting purposes off auto Stop action on:
Query runtime (seconds) > 600
datascience For data science workloads off auto Stop action on:
Query runtime (seconds) > 300
readonly For ad hoc and day-to-day analysis auto auto Stop action on:
Query runtime (seconds) > 120
bi_tool For BI tools auto auto Stop action on:
Query runtime (seconds) > 300

To achieve flexibility in scaling, Gameskraft used Amazon Redshift data sharing. Amazon Redshift data sharing allows you to extend the ease of use, performance, and cost benefits offered by a single cluster to multi-cluster deployments while being able to share data. Data sharing enables instant, granular, and fast data access across Amazon Redshift data warehouses without the need to copy or move it. Data sharing provides live access to data so that users always observe the most up-to-date and consistent information as it’s updated in the data warehouse. You can securely share live data across provisioned clusters, serverless endpoints within AWS account, across AWS accounts, and across AWS Regions.

Data sharing builds on Redshift Managed Storage (RMS), which underpins RA3 provisioned clusters and serverless workgroups, allowing multiple warehouses to query the same data with separate isolated compute. Queries accessing shared data run on the consumer cluster and read data from RMS directly without impacting the performance of the producer cluster. You can now rapidly onboard workloads with diverse data access patterns and SLA requirements and not be concerned about resource contention.

We chose to run all ETL workloads in the primary producer cluster to manage ETL independently. We used data sharing to share read-only access to data with a data science serverless workgroup, a BI provisioned cluster, an ad hoc query provisioned cluster, and a data integration serverless workgroup. Teams using these separate compute resources could then query the same data without copying the data between the producer and consumer. Additionally, we introduced concurrency scaling to the consumer queues, prioritizing BI tools, and extended the timeout for the remaining queues. These modifications notably enhanced overall efficiency and throughput.

The following table summarizes the new workload management configuration for the producer cluster.

Queue Usage Concurrency Scaling Mode Concurrency on Main / Memory % Query Monitoring Rules
etl For ingestion from multiple data integration auto auto Stop action on:
Query runtime (seconds) > 3600

The following table summarizes the new workload management configuration for the consumer cluster.

Queue Usage Concurrency Scaling Mode Concurrency on Main / Memory % Query Monitoring Rules
report For scheduled reporting purposes off auto Stop action on:
Query runtime (seconds) > 1200
Query queue time (seconds) > 1800
Spectrum scan row count (rows) > 100000
Spectrum scan (MB) > 3072
datascience For data science workloads off auto Stop action on:
Query runtime (seconds) > 600
Query queue time (seconds) > 1800
Spectrum scan row count (rows) > 100000
Spectrum scan (MB) > 3072
readonly For ad hoc and day-to-day analysis auto auto Stop action on:
Query runtime (seconds) > 900
Query queue time (seconds) > 3600
Spectrum scan (MB) > 3072
Spectrum scan row count (rows) > 100000
bi_tool_live For live BI tools auto auto Stop action on:
Query runtime (seconds) > 900
Query queue time (seconds) > 1800
Spectrum scan (MB) > 1024
Spectrum scan row count (rows) > 1000
bi_tool_schedule For scheduled BI tools auto auto Stop action on:
Query runtime (seconds) > 1800
Query queue time (seconds) > 3600
Spectrum scan (MB) > 1024
Spectrum scan row count (rows) > 1000

Solution implementation

Gameskraft is dedicated to maintaining uninterrupted system operations, prioritizing seamless solutions over downtime. In pursuit of this principle, strategic measures were undertaken to ensure a smooth migration process towards enabling data sharing, which included the following steps:

  • Planning:
    • Replicating users and groups to the consumer, to mitigate potential access complications for analytics, data science, and BI teams.
    • Establishing a comprehensive setup within the consumers, encompassing essential components like external schemas for Amazon Redshift Spectrum.
    • Fine-tuning WLM configurations tailored to the consumer’s requirements.
  • Implementation:
    • Introducing insightful monitoring dashboards in Grafana for CPU utilization, read/write throughputs, IOPS, and latencies specific to the consumer cluster, enhancing oversight capabilities.
    • Changing all interleaved key tables on the producer cluster to compound sortkey tables to seamlessly transition data.
    • Creating an external schema from the data share database on the consumer, mirroring that of the producer cluster with identical names. This approach minimizes the need for making query adjustments in multiple locations.
  • Testing:
    • Conducting an internal week-long regression testing and auditing process to meticulously validate all data points by running the same workload and twice the workload.
  • Final changes:
    • Updating the DNS record for the cluster endpoint, which included replacing the consumer cluster’s endpoint to the same domain as the producer cluster’s endpoint, to streamline connections and avoid making changes in multiple places.
    • Ensuring data security and access control by revoking group and user privileges from the producer cluster.

The following diagram illustrates the Gameskraft Amazon Redshift data sharing architecture.

This diagram illustrates the Gameskraft Amazon Redshift data sharing architecture

The following diagram illustrates the Amazon Redshift data sharing architecture with multiple consumer clusters.

This diagram illustrates the Amazon Redshift data sharing architecture with multiple consumer clusters.

With data sharing implementation, Gameskraft was able to isolate the producer and consumer workloads. Data sharing also provided the flexibility to independently scale the producer and consumer data warehouses.

The implementation of the overall solution helped Gameskraft support more frequent data refresh (43% reduction in overall job runtime) for its ETL workload, which runs on the producer cluster, along with capabilities to support a growing (five-times increase in users, BI workloads, and ad hoc queries) and unpredictable consumer workload.

The following dashboards show some of the critical ETL pipeline runtimes (before solution implementation and after solution implementation).

The first shows the delta P1/P2/P3 job runs before and after solution implementation (duration in minutes).

This screenshot shows the delta P1/P2/P3 job runs before and after solution implementation (duration in minutes).

The following shows the daily event ETL P1/P2/P3 job runs before and after solution implementation (duration in minutes).

This screenshot shows the daily event ETL P1/P2/P3 job runs before and after solution implementation (duration in minutes).

Key considerations

Gameskraft embraces a modern data architecture, with the data lake residing in Amazon S3. To grant seamless access to the data lake, we use the innovative capabilities of Redshift Spectrum, which is a bridge between the data warehouse (Amazon Redshift) and data lake (Amazon S3). It allows you to perform data transformations and analysis directly on data stored in Amazon S3, without having to duplicate the data into your Redshift cluster.

Gameskraft had a couple of key learnings while implementing this data sharing solution:

  • First, as of this writing, Amazon Redshift data sharing doesn’t support adding external schemas, tables, or late-binding views on external tables to the data share. To enable this, we have created an external schema as a pointer to AWS Glue database. The same AWS Glue database is referenced in the external schema on the consumer side.
  • Second, Amazon Redshift doesn’t support sharing tables with interleaved sort keys and views that refer to tables with interleaved sort keys. Due to the presence of interleaved sort keys across numerous tables and views, a prerequisite for inclusion into the data share involves revising the sort key configuration to use compound sort key.

Conclusion

In this post, we saw how Gameskraft used data sharing and concurrency scaling in Amazon Redshift with a producer and consumer cluster architecture to achieve the following:

  • Reduce query wait time for all queues in the producer and consumer
  • Scale the producer and consumer independently based on workload and queue requirements
  • Improve ETL pipeline performance and the data refresh cycle to support more frequent refreshes in the producer cluster
  • Onboard more queues and workloads (BI tools queue, data integration queue, data science queue, downstream team’s queue, ad hoc query queue) in the consumer without impacting the ETL pipeline in the producer cluster
  • Flexibility to use multiple consumers with a mix of provisioned Redshift cluster and Redshift Serverless

These Amazon Redshift features and architecture can help support a growing and unpredictable analytics workload.


About the Authors

Anshuman Varshney is Technical Lead at Gameskraft with a background in both backend and data engineering. He has a proven track record of leading and mentoring cross-functional teams to deliver high-performance, scalable solutions. Apart from work, he relishes moments with his family, indulges in cinematic experiences, and seizes every opportunity to explore new destinations through travel.

Prafulla Wani is an Amazon Redshift Specialist Solution Architect at AWS. He works with AWS customers on analytics architecture designs and Amazon Redshift proofs of concept. In his spare time, he plays chess with his son.

Saurov Nandy is a Solutions Architect at AWS. He works with AWS customers to design and implement solutions that solve complex business problems. In his spare time, he likes to explore new places and indulge in photography and video editing.

Shashank Tewari is a Senior Technical Account Manager at AWS. He helps AWS customers optimize their architectures to achieve performance, scale, and cost efficiencies. In his spare time, he likes to play video games with his kids. During vacations, he likes to trek on mountains and take up adventure sports.

Simplifying data processing at Capitec with Amazon Redshift integration for Apache Spark

Post Syndicated from Preshen Goobiah original https://aws.amazon.com/blogs/big-data/simplifying-data-processing-at-capitec-with-amazon-redshift-integration-for-apache-spark/

This post is cowritten with Preshen Goobiah and Johan Olivier from Capitec.

Apache Spark is a widely-used open source distributed processing system renowned for handling large-scale data workloads. It finds frequent application among Spark developers working with Amazon EMR, Amazon SageMaker, AWS Glue and custom Spark applications.

Amazon Redshift offers seamless integration with Apache Spark, allowing you to easily access your Redshift data on both Amazon Redshift provisioned clusters and Amazon Redshift Serverless. This integration expands the possibilities for AWS analytics and machine learning (ML) solutions, making the data warehouse accessible to a broader range of applications.

With the Amazon Redshift integration for Apache Spark, you can quickly get started and effortlessly develop Spark applications using popular languages like Java, Scala, Python, SQL, and R. Your applications can seamlessly read from and write to your Amazon Redshift data warehouse while maintaining optimal performance and transactional consistency. Additionally, you’ll benefit from performance improvements through pushdown optimizations, further enhancing the efficiency of your operations.

Capitec, South Africa’s biggest retail bank with over 21 million retail banking clients, aims to provide simple, affordable and accessible financial services in order to help South Africans bank better so that they can live better. In this post, we discuss the successful integration of the open source Amazon Redshift connector by Capitec’s shared services Feature Platform team. As a result of utilizing the Amazon Redshift integration for Apache Spark, developer productivity increased by a factor of 10, feature generation pipelines were streamlined, and data duplication reduced to zero.

The business opportunity

There are 19 predictive models in scope for utilizing 93 features built with AWS Glue across Capitec’s Retail Credit divisions. Feature records are enriched with facts and dimensions stored in Amazon Redshift. Apache PySpark was selected to create features because it offers a fast, decentralized, and scalable mechanism to wrangle data from diverse sources.

These production features play a crucial role in enabling real-time fixed-term loan applications, credit card applications, batch monthly credit behavior monitoring, and batch daily salary identification within the business.

The data sourcing problem

To ensure the reliability of PySpark data pipelines, it’s essential to have consistent record-level data from both dimensional and fact tables stored in the Enterprise Data Warehouse (EDW). These tables are then joined with tables from the Enterprise Data Lake (EDL) at runtime.

During feature development, data engineers require a seamless interface to the EDW. This interface allows them to access and integrate the necessary data from the EDW into the data pipelines, enabling efficient development and testing of features.

Previous solution process

In the previous solution, product team data engineers spent 30 minutes per run to manually expose Redshift data to Spark. The steps included the following:

  1. Construct a predicated query in Python.
  2. Submit an UNLOAD query via the Amazon Redshift Data API.
  3. Catalog data in the AWS Glue Data Catalog via the AWS SDK for Pandas using sampling.

This approach posed issues for large datasets, required recurring maintenance from the platform team, and was complex to automate.

Current solution overview

Capitec was able to resolve these problems with the Amazon Redshift integration for Apache Spark within feature generation pipelines. The architecture is defined in the following diagram.

The workflow includes the following steps:

  1. Internal libraries are installed into the AWS Glue PySpark job via AWS CodeArtifact.
  2. An AWS Glue job retrieves Redshift cluster credentials from AWS Secrets Manager and sets up the Amazon Redshift connection (injects cluster credentials, unload locations, file formats) via the shared internal library. The Amazon Redshift integration for Apache Spark also supports using AWS Identity and Access Management (IAM) to retrieve credentials and connect to Amazon Redshift.
  3. The Spark query is translated to an Amazon Redshift optimized query and submitted to the EDW. This is accomplished by the Amazon Redshift integration for Apache Spark.
  4. The EDW dataset is unloaded into a temporary prefix in an Amazon Simple Storage Service (Amazon S3) bucket.
  5. The EDW dataset from the S3 bucket is loaded into Spark executors via the Amazon Redshift integration for Apache Spark.
  6. The EDL dataset is loaded into Spark executors via the AWS Glue Data Catalog.

These components work together to ensure that data engineers and production data pipelines have the necessary tools to implement the Amazon Redshift integration for Apache Spark, run queries, and facilitate the unloading of data from Amazon Redshift to the EDL.

Using the Amazon Redshift integration for Apache Spark in AWS Glue 4.0

In this section, we demonstrate the utility of the Amazon Redshift integration for Apache Spark by enriching a loan application table residing in the S3 data lake with client information from the Redshift data warehouse in PySpark.

The dimclient table in Amazon Redshift contains the following columns:

  • ClientKey – INT8
  • ClientAltKey – VARCHAR50
  • PartyIdentifierNumber – VARCHAR20
  • ClientCreateDate – DATE
  • IsCancelled – INT2
  • RowIsCurrent – INT2

The loanapplication table in the AWS Glue Data Catalog contains the following columns:

  • RecordID – BIGINT
  • LogDate – TIMESTAMP
  • PartyIdentifierNumber – STRING

The Redshift table is read via the Amazon Redshift integration for Apache Spark and cached. See the following code:

import pyspark.sql.functions as F
from pyspark.sql import SQLContext
sc = # existing SparkContext
sql_context = SQLContext(sc)

secretsmanager_client = boto3.client('secretsmanager')
secret_manager_response = secretsmanager_client.get_secret_value(
    SecretId='string',
    VersionId='string',
    VersionStage='string'
)
username = # get username from secret_manager_response
password = # get password from secret_manager_response
url = "jdbc:redshift://redshifthost:5439/database?user=" + username + "&password=" + password

read_config = {
    "url": url,
    "tempdir": "s3://capitec-redshift-temp-bucket/<uuid>/",
    "unload_s3_format": "PARQUET"
}

d_client = (
    spark.read.format("io.github.spark_redshift_community.spark.redshift")
    .options(**read_config)
    .option("query", f"select * from edw_core.dimclient")
    .load()
    .where((F.col("RowIsCurrent") == 1) & (F.col("isCancelled") == 0))
    .select(
        F.col("PartyIdentifierNumber"),
        F.col("ClientCreateDate")
    )
    .cache()
)

Loan application records are read in from the S3 data lake and enriched with the dimclient table on Amazon Redshift information:

import pyspark.sql.functions as F
from awsglue.context import GlueContext
from pyspark import SparkContext

glue_ctx = GlueContext(SparkContext.getOrCreate())

push_down_predicate = (
    f"meta_extract_start_utc_ms between "
    f"'2023-07-12"
    f" 18:00:00.000000' and "
    f"'2023-07-13 06:00:00.000000'"
)

database_name="loan_application_system"
table_name="dbo_view_loan_applications"
catalog_id = # Glue Data Catalog

# Selecting only the following columns
initial_select_cols=[
            "RecordID",
            "LogDate",
            "PartyIdentifierNumber"
        ]

d_controller = (glue_ctx.create_dynamic_frame.from_catalog(catalog_id=catalog_id,
                                            database=database_name,
                                            table_name=table_name,
                                            push_down_predicate=push_down_predicate)
                .toDF()
                .select(*initial_select_cols)
                .withColumn("LogDate", F.date_format("LogDate", "yyyy-MM-dd").cast("string"))
                .dropDuplicates())

# Left Join on PartyIdentifierNumber and enriching the loan application record
d_controller_enriched = d_controller.join(d_client, on=["PartyIdentifierNumber"], how="left").cache()

As a result, the loan application record (from the S3 data lake) is enriched with the ClientCreateDate column (from Amazon Redshift).

How the Amazon Redshift integration for Apache Spark solves the data sourcing problem

The Amazon Redshift integration for Apache Spark effectively addresses the data sourcing problem through the following mechanisms:

  • Just-in-time reading – The Amazon Redshift integration for Apache Spark connector reads Redshift tables in a just-in-time manner, ensuring the consistency of data and schema. This is particularly valuable for Type 2 slowly changing dimension (SCD) and timespan accumulating snapshot facts. By combining these Redshift tables with the source system AWS Glue Data Catalog tables from the EDL within production PySpark pipelines, the connector enables seamless integration of data from multiple sources while maintaining data integrity.
  • Optimized Redshift queries – The Amazon Redshift integration for Apache Spark plays a crucial role in converting the Spark query plan into an optimized Redshift query. This conversion process simplifies the development experience for the product team by adhering to the data locality principle. The optimized queries use the capabilities and performance optimizations of Amazon Redshift, ensuring efficient data retrieval and processing from Amazon Redshift for the PySpark pipelines. This helps streamline the development process while enhancing the overall performance of the data sourcing operations.

Gaining the best performance

The Amazon Redshift integration for Apache Spark automatically applies predicate and query pushdown to optimize performance. You can gain performance improvements by using the default Parquet format used for unloading with this integration.

For additional details and code samples, refer to New – Amazon Redshift Integration with Apache Spark.

Solution Benefits

The adoption of the integration yielded several significant benefits for the team:

  • Enhanced developer productivity – The PySpark interface provided by the integration boosted developer productivity by a factor of 10, enabling smoother interaction with Amazon Redshift.
  • Elimination of data duplication – Duplicate and AWS Glue cataloged Redshift tables in the data lake were eliminated, resulting in a more streamlined data environment.
  • Reduced EDW load – The integration facilitated selective data unloading, minimizing the load on the EDW by extracting only the necessary data.

By using the Amazon Redshift integration for Apache Spark, Capitec has paved the way for improved data processing, increased productivity, and a more efficient feature engineering ecosystem.

Conclusion

In this post, we discussed how the Capitec team successfully implemented the Apache Spark Amazon Redshift integration for Apache Spark to simplify their feature computation workflows. They emphasized the importance of utilizing decentralized and modular PySpark data pipelines for creating predictive model features.

Currently, the Amazon Redshift integration for Apache Spark is utilized by 7 production data pipelines and 20 development pipelines, showcasing its effectiveness within Capitec’s environment.

Moving forward, the shared services Feature Platform team at Capitec plans to expand the adoption of the Amazon Redshift integration for Apache Spark in different business areas, aiming to further enhance data processing capabilities and promote efficient feature engineering practices.

For additional information on using the Amazon Redshift integration for Apache Spark, refer to the following resources:


About the Authors

Preshen Goobiah is the Lead Machine Learning Engineer for the Feature Platform at Capitec. He is focused on designing and building Feature Store components for enterprise use. In his spare time, he enjoys reading and traveling.

Johan Olivier is a Senior Machine Learning Engineer for Capitec’s Model Platform. He is an entrepreneur and problem-solving enthusiast. He enjoys music and socializing in his spare time.

Sudipta Bagchi is a Senior Specialist Solutions Architect at Amazon Web Services. He has over 12 years of experience in data and analytics, and helps customers design and build scalable and high-performant analytics solutions. Outside of work, he loves running, traveling, and playing cricket. Connect with him on LinkedIn.

Syed Humair is a Senior Analytics Specialist Solutions Architect at Amazon Web Services (AWS). He has over 17 years of experience in enterprise architecture focusing on Data and AI/ML, helping AWS customers globally to address their business and technical requirements. You can connect with him on LinkedIn.

Vuyisa Maswana is a Senior Solutions Architect at AWS, based in Cape Town. Vuyisa has a strong focus on helping customers build technical solutions to solve business problems. He has supported Capitec in their AWS journey since 2019.

An Overview of Bulk Sender Changes at Yahoo/Gmail

Post Syndicated from Dustin Taylor original https://aws.amazon.com/blogs/messaging-and-targeting/an-overview-of-bulk-sender-changes-at-yahoo-gmail/

In a move to safeguard user inboxes, Gmail and Yahoo Mail announced a new set of requirements for senders effective from February 2024. Let’s delve into the specifics and what Amazon Simple Email Service (Amazon SES) customers need to do to comply with these requirements.

What are the new email sender requirements?

The new requirements include long-standing best practices that all email senders should adhere to in order to achieve good deliverability with mailbox providers. What’s new is that Gmail, Yahoo Mail, and other mailbox providers will require alignment with these best practices for those who send bulk messages over 5000 per day or if a significant number of recipients indicate the mail as spam.

The requirements can be distilled into 3 categories: 1) stricter adherence to domain authentication, 2) give recipients an easy way to unsubscribe from bulk mail, and 3) monitoring spam complaint rates and keeping them under a 0.3% threshold.

* This blog was originally published in November 2023, and updated on January 12, 2024 to clarify timelines, and to provide links to additional resources.

1. Domain authentication

Mailbox providers will require domain-aligned authentication with DKIM and SPF, and they will be enforcing DMARC policies for the domain used in the From header of messages. For example, gmail.com will be publishing a quarantine DMARC policy, which means that unauthorized messages claiming to be from Gmail will be sent to Junk folders.

Read Amazon SES: Email Authentication and Getting Value out of Your DMARC Policy to gain a deeper understanding of SPF and DKIM domain-alignment and maximize the value from your domain’s DMARC policy.

The following steps outline how Amazon SES customers can adhere to the domain authentication requirements:

Adopt domain identities: Amazon SES customers who currently rely primarily on email address identities will need to adopt verified domain identities to achieve better deliverability with mailbox providers. By using a verified domain identity with SES, your messages will have a domain-aligned DKIM signature.

Not sure what domain to use? Read Choosing the Right Domain for Optimal Deliverability with Amazon SES for additional best practice guidance regarding sending authenticated email. 

Configure a Custom MAIL FROM domain: To further align with best practices, SES customers should also configure a custom MAIL FROM domain so that SPF is domain-aligned.

The table below illustrates the three scenarios based on the type of identity you use with Amazon SES

Scenarios using example.com in the From header DKIM authenticated identifier SPF authenticated identifier DMARC authentication results
[email protected] as a verified email address identity amazonses.com email.amazonses.com Fail – DMARC analysis fails as the sending domain does not have a DKIM signature or SPF record that matches.
example.com as a verified domain identity example.com email.amazonses.com Success – DKIM signature aligns with sending domain which will cause DMARC checks to pass.
example.com as a verified domain identity, and bounce.example.com as a custom MAIL FROM domain example.com bounce.example.com Success – DKIM and SPF are aligned with sending domain.

Figure 1: Three scenarios based on the type of identity used with Amazon SES. Using a verified domain identity and configuring a custom MAIL FROM domain will result in both DKIM and SPF being aligned to the From header domain’s DMARC policy.

Be strategic with subdomains: Amazon SES customers should consider a strategic approach to the domains and subdomains used in the From header for different email sending use cases. For example, use the marketing.example.com verified domain identity for sending marketing mail, and use the receipts.example.com verified domain identity to send transactional mail.

Why? Marketing messages may have higher spam complaint rates and would need to adhere to the bulk sender requirements, but transactional mail, such as purchase receipts, would not necessarily have spam complaints high enough to be classified as bulk mail.

Publish DMARC policies: Publish a DMARC policy for your domain(s). The domain you use in the From header of messages needs to have a policy by setting the p= tag in the domain’s DMARC policy in DNS. The policy can be set to “p=none” to adhere to the bulk sending requirements and can later be changed to quarantine or reject when you have ensured all email using the domain is authenticated with DKIM or SPF domain-aligned authenticated identifiers.

2. Set up an easy unsubscribe for email recipients

Bulk senders are expected to include a mechanism to unsubscribe by adding an easy to find link within the message. The February 2024 mailbox provider rules will require senders to additionally add one-click unsubscribe headers as defined by RFC 2369 and RFC 8058. These headers make it easier for recipients to unsubscribe, which reduces the rate at which recipients will complain by marking messages as spam.

There are many factors that could result in your messages being classified as bulk by any mailbox provider. Volume over 5000 per day is one factor, but the primary factor that mailbox providers use is in whether the recipient actually wants to receive the mail.

If you aren’t sure if your mail is considered bulk, monitor your spam complaint rates. If the complaint rates are high or growing, it is a sign that you should offer an easy way for recipients to unsubscribe.

How to adhere to the easy unsubscribe requirement

The following steps outline how Amazon SES customers can adhere to the easy unsubscribe requirement:

Add one-click unsubscribe headers to the messages you send: Amazon SES customers sending bulk or potentially unwanted messages will need to implement an easy way for recipients to unsubscribe, which they can do using the SES subscription management feature.

Mailbox providers are requiring that large senders give recipients the ability to unsubscribe from bulk email in one click using the one-click unsubscribe header, however it is acceptable for the unsubscribe link in the message to direct the recipient to a landing page for the recipient to confirm their opt-out preferences.

To set up one-click unsubscribe without using the SES subscription management feature, include both of these headers in outgoing messages:

  • List-Unsubscribe-Post: List-Unsubscribe=One-Click
  • List-Unsubscribe: <https://example.com/unsubscribe/example>

When a recipient unsubscribes using one-click, you receive this POST request:

POST /unsubscribe/example HTTP/1.1
Host: example.com
Content-Type: application/x-www-form-urlencoded
Content-Length: 26
List-Unsubscribe=One-Click

Gmail’s FAQ and Yahoo’s FAQ both clarify that the one-click unsubscribe requirement will not be enforced until June 2024 as long as the bulk sender has a functional unsubscribe link clearly visible in the footer of each message.

Honor unsubscribe requests within 2 days: Verify that your unsubscribe process immediately removes the recipient from receiving similar future messages. Mailbox providers are requiring that bulk senders give recipients the ability to unsubscribe from email in one click, and that the senders process unsubscribe requests within two days.

If you adopt the SES subscription management feature, make sure you integrate the recipient opt-out preferences with the source of your email sending lists. If you implement your own one-click unsubscribe (for example, using Amazon API Gateway and an AWS Lambda function), make sure it designed to suppress sending to email addresses in your source email lists.

Review your email list building practices: Ensure responsible email practices by refraining from purchasing email lists, safeguarding opt-in forms from bot abuse, verifying recipients’ preferences through confirmation messages, and abstaining from automatically enrolling recipients in categories that were not requested.

Having good list opt-in hygiene is the best way to ensure that you don’t have high spam complaint rates before you adhere to the new required best practices. To learn more, read What is a Spam Trap, and Why You Should Care.

3. Monitor spam rates

Mailbox providers will require that all senders keep spam complaint rates below 0.3% to avoid having their email treated as spam by the mailbox provider. The following steps outline how Amazon SES customers can meet the spam complaint rate requirement:

Enroll with Google Postmaster Tools: Amazon SES customers should enroll with Google Postmaster Tools to monitor their spam complaint rates for Gmail recipients.

Gmail recommends spam complaint rates stay below 0.1%. If you send to a mix of Gmail recipients and recipients on other mailbox providers, the spam complaint rates reported by Gmail’s Postmaster Tools are a good indicator of your spam complaint rates at mailbox providers who don’t let you view metrics.

Enable Amazon SES Virtual Deliverability Manager: Enable Virtual Deliverability Manager (VDM) in your Amazon SES account. Customers can use VDM to monitor bounce and complaint rates for many mailbox providers. Amazon SES recommends customers to monitor reputation metrics and stay below a 0.1% complaint rate.

Segregate and secure your sending using configuration sets: In addition to segregating sending use cases by domain, Amazon SES customers should use configuration sets for each sending use case.

Using configuration sets will allow you to monitor your sending activity and implement restrictions with more granularity. You can even pause the sending of a configuration set automatically if spam complaint rates exceed your tolerance threshold.

Conclusion

These changes are planned for February 2024, but be aware that the exact timing and methods used by each mailbox provider may vary. If you experience any deliverability issues with any mailbox provider prior to February, it is in your best interest to adhere to these required best practices as a first step.

We hope that this blog clarifies any areas of confusion on this change and provides you with the information you need to be prepared for February 2024. Happy sending!

Helpful links:

Create a modern data platform using the Data Build Tool (dbt) in the AWS Cloud

Post Syndicated from Prantik Gachhayat original https://aws.amazon.com/blogs/big-data/create-a-modern-data-platform-using-the-data-build-tool-dbt-in-the-aws-cloud/

Building a data platform involves various approaches, each with its unique blend of complexities and solutions. A modern data platform entails maintaining data across multiple layers, targeting diverse platform capabilities like high performance, ease of development, cost-effectiveness, and DataOps features such as CI/CD, lineage, and unit testing. In this post, we delve into a case study for a retail use case, exploring how the Data Build Tool (dbt) was used effectively within an AWS environment to build a high-performing, efficient, and modern data platform.

dbt is an open-source command line tool that enables data analysts and engineers to transform data in their warehouses more effectively. It does this by helping teams handle the T in ETL (extract, transform, and load) processes. It allows users to write data transformation code, run it, and test the output, all within the framework it provides. dbt enables you to write SQL select statements, and then it manages turning these select statements into tables or views in Amazon Redshift.

Use case

The Enterprise Data Analytics group of a large jewelry retailer embarked on their cloud journey with AWS in 2021. As part of their cloud modernization initiative, they sought to migrate and modernize their legacy data platform. The aim was to bolster their analytical capabilities and improve data accessibility while ensuring a quick time to market and high data quality, all with low total cost of ownership (TCO) and no need for additional tools or licenses.

dbt emerged as the perfect choice for this transformation within their existing AWS environment. This popular open-source tool for data warehouse transformations won out over other ETL tools for several reasons. dbt’s SQL-based framework made it straightforward to learn and allowed the existing development team to scale up quickly. The tool also offered desirable out-of-the-box features like data lineage, documentation, and unit testing. A crucial advantage of dbt over stored procedures was the separation of code from data—unlike stored procedures, dbt doesn’t store the code in the database itself. This separation further simplifies data management and enhances the system’s overall performance.

Let’s explore the architecture and learn how to build this use case using AWS Cloud services.

Solution overview

The following architecture demonstrates the data pipeline built on dbt to manage the Redshift data warehouse ETL process.

        Figure 1 : Modern data platform using AWS Data Services and dbt

This architecture consists of the following key services and tools:

  • Amazon Redshift was utilized as the data warehouse for the data platform, storing and processing vast amounts of structured and semi-structured data
  • Amazon QuickSight served as the business intelligence (BI) tool, allowing the business team to create analytical reports and dashboards for various business insights
  • AWS Database Migration Service (AWS DMS) was employed to perform change data capture (CDC) replication from various source transactional databases
  • AWS Glue was put to work, loading files from the SFTP location to the Amazon Simple Storage Service (Amazon S3) landing bucket and subsequently to the Redshift landing schema
  • AWS Lambda functioned as a client program, calling third-party APIs and loading the data into Redshift tables
  • AWS Fargate, a serverless container management service, was used to deploy the consumer application for source queues and topics
  • Amazon Managed Workflows for Apache Airflow (Amazon MWAA) was used to orchestrate different tasks of dbt pipelines
  • dbt, an open-source tool, was employed to write SQL-based data pipelines for data stored in Amazon Redshift, facilitating complex transformations and enhancing data modeling capabilities

Let’s take a closer look at each component and how they interact in the overall architecture to transform raw data into insightful information.

Data sources

As part of this data platform, we are ingesting data from diverse and varied data sources, including:

  • Transactional databases – These are active databases that store real-time data from various applications. The data typically encompasses all transactions and operations that the business engages in.
  • Queues and topics – Queues and topics come from various integration applications that generate data in real time. They represent an instantaneous stream of information that can be used for real-time analytics and decision-making.
  • Third-party APIs – These provide analytics and survey data related to ecommerce websites. This could include details like traffic metrics, user behavior, conversion rates, customer feedback, and more.
  • Flat files – Other systems supply data in the form of flat files of different formats. These files, stored in an SFTP location, might contain records, reports, logs, or other kinds of raw data that can be further processed and analyzed.

Data ingestion

Data from various sources are grouped into two major categories: real-time ingestion and batch ingestion.

Real-time ingestion uses the following services:

  • AWS DMS – AWS DMS is used to create CDC replication pipelines from OLTP (Online Transaction Processing) databases. The data is loaded into Amazon Redshift in near-real time to ensure that the most recent information is available for analysis. You can also use Amazon Aurora zero-ETL integration with Amazon Redshift to ingest data directly from OLTP databases to Amazon Redshift.
  • Fargate –Fargate is used to deploy Java consumer applications that ingest data from source topics and queues in real time. This real-time data consumption can help the business make immediate and data-informed decisions. You can also use Amazon Redshift Streaming Ingestion to ingest data from streaming engines like Amazon Kinesis Data Streams or Amazon Managed Streaming for Apache Kafka (Amazon MSK) into Amazon Redshift.

Batch ingestion uses the following services:

  • Lambda – Lambda is used as a client for calling third-party APIs and loading the resultant data into Redshift tables. This process has been scheduled to run daily, ensuring a consistent batch of fresh data for analysis.
  • AWS Glue – AWS Glue is used to load files into Amazon Redshift through the S3 data lake. You can also use features like auto-copy from Amazon S3 (feature under preview) to ingest data from Amazon S3 to Amazon Redshift. However, the focus of this post is more on data processing within Amazon Redshift, rather than on the data loading process. Data ingestion, whether real time or batch, forms the basis of any effective data analysis, enabling organizations to gather information from diverse sources and use it for insightful decision-making.

Data warehousing using Amazon Redshift

In Amazon Redshift, we’ve established three schemas, each serving as a different layer in the data architecture:

  • Landing layer – This is where all data ingested by our services initially lands. It’s raw, unprocessed data straight from the source.
  • Certified dataset (CDS) layer – This is the next stage, where data from the landing layer undergoes cleaning, normalization, and aggregation. The cleansed and processed data is stored in this certified dataset schema. It serves as a reliable, organized source for downstream data analysis.
  • User-friendly data mart (UFDM) layer – This final layer uses data from the CDS layer to create data mart tables. These are specifically tailored to support BI reports and dashboards as per the business requirements. The goal of this layer is to present the data in a way that is most useful and accessible for end-users.

This layered approach to data management allows for efficient and organized data processing, leading to more accurate and meaningful insights.

Data pipeline

dbt, an open-source tool, can be installed in the AWS environment and set up to work with Amazon MWAA. We store our code in an S3 bucket and orchestrate it using Airflow’s Directed Acyclic Graphs (DAGs). This setup facilitates our data transformation processes in Amazon Redshift after the data is ingested into the landing schema.

To maintain modularity and handle specific domains, we create individual dbt projects. The nature of the data reporting—real-time or batch—affects how we define our dbt materialization. For real-time reporting, we define materialization as a view, loading data into the landing schema using AWS DMS from database updates or from topic or queue consumers. For batch pipelines, we define materialization as a table, allowing data to be loaded from various types of sources.

In some instances, we have had to build data pipelines that extend from the source system all the way to the UFDM layer. This can be accomplished using Airflow DAGs, which we discuss further in the next section.

To wrap up, it’s worth mentioning that we deploy a dbt webpage using a Lambda function and enable a URL for this function. This webpage serves as a hub for documentation and data lineage, further bolstering the transparency and understanding of our data processes.

ETL job orchestration

In our data pipeline, we follow these steps for job orchestration:

  1. Establish a new Amazon MWAA environment. This environment serves as the central hub for orchestrating our data pipelines.
  2. Install dbt in the new Airflow environment by adding the following dependency to your requirements.txt:
    boto3>=1.17.54
    botocore>=1.20.54
    dbt-redshift>=1.3.0
    dbt-postgres>=1.3.0

  3. Develop DAGs with specific tasks that call upon dbt commands to carry out the necessary transformations. This step involves structuring our workflows in a way that captures dependencies among tasks and ensures that tasks run in the correct order. The following code shows how to define the tasks in the DAG:
    #imports..
    ...
    
    #Define the begin_exec tasks
    start = DummyOperator(
        task_id='begin_exec',
        dag=dag 
    )
    
    #Define 'verify_dbt_install' task to check if dbt was installed properly
    verify = BashOperator(
        task_id='verify_dbt_install',
        dag=dag,
        bash_command='''
            echo "checking dbt version....";             
            /usr/local/airflow/.local/bin/dbt --version;
            if [ $? -gt 0 ]; then
                pip install dbt-redshift>=1.3.0;
            else
                echo "dbt already installed";
            fi
            python --version;
            echo "listing dbt...";      
            rm -r /tmp/dbt_project_home;
            cp -R /usr/local/airflow/dags/dbt_project_home /tmp;
            ls /tmp/dbt_project_home/<your_dbt_project_name>;
        '''
    )
    
    #Define ‘landing_to_cds_task’ task to copy from landing schema to cds schema
    landing_to_cds_task = BashOperator(
        task_id='landing_to_cds_task', 
        dag = dag,
        bash_command='''        
            /usr/local/airflow/.local/bin/dbt run --project-dir /tmp/dbt_project_home/<your_dbt_project_name> --profiles-dir /tmp/dbt_project_home/ --select <model_folder_name>.*;
        '''
    )
    
    ...
    #Define data quality check task to test a package, generate docs and copy the docs to required S3 location
    data_quality_check = BashOperator(
        task_id='data_quality_check',
        dag=dag,
        bash_command='''    
       	  /usr/local/airflow/.local/bin/dbt test –-select your_package.*               
            /usr/local/airflow/.local/bin/dbt docs generate --project-dir /tmp/dbt_project_home/<your_project_name> --profiles-dir /tmp/dbt_project_home/;        
            aws s3 cp /tmp/dbt_project_home/<your_project_name>/target/ s3://<your_S3_bucket_name>/airflow_home/dags/dbt_project_home/<your_project_name>/target --recursive;
        '''
    )

  4. Create DAGs that solely focus on dbt transformation. These DAGs handle the transformation process within our data pipelines, harnessing the power of dbt to convert raw data into valuable insights.
    #This is how we define the flow 
    start >> verify >> landing_to_cds_task >> cds_to_ufdm_task >> data_quality_check >> end_exec

The following image shows how this workflow would be seen on the Airflow UI .

  1. Create DAGs with AWS Glue for ingestion. These DAGs use AWS Glue for data ingestion tasks. AWS Glue is a fully managed ETL service that makes it easy to prepare and load data for analysis. We create DAGs that orchestrate AWS Glue jobs for extracting data from various sources, transforming it, and loading it into our data warehouse.
          #Create boto3 client for Glue 
          glue_client = boto3.client('glue', region_name='us-east-1')
    
          #Define callback function to start the Glue job using boto3 client 
          def run_glue_ingestion_job():
       glue_client.start_job_run(JobName='glue_ingestion_job')  
    
    #Define the task for glue job for ingestion
       glue_job_step = PythonOperator(
           task_id=’glue_task_for_source_to_landing’, 
           python_callable=run_glue_ingestion_job
       )
    #This is how we define the flow 
    start >> verify >> glue_task_for_source_to_landing >> landing_to_cds_task >> cds_to_ufdm_task >> data_quality_check >> end_exec
    

The following image shows how this workflow would be seen on the Airflow UI.

  1. Create DAGs with Lambda for ingestion. Lambda lets us run code without provisioning or managing servers. These DAGs use Lambda functions to call third-party APIs and load data into our Redshift tables, which can be scheduled to run at certain intervals or in response to specific events.
    #Create boto3 client for Lambda 
    lambda_client = boto3.client('lambda')
    
    #Define callback function to invoke the lambda function using boto3 client 
    def run_lambda_ingestion_job():
       Lambda_client.invoke(FunctionName='<funtion_arn>')
    )  
    
    #Define the task for glue job for ingestion
    glue_job_step = PythonOperator(
       task_id=’lambda_task_for_api_to_landing’, 
       python_callable=run_lambda_ingestion_job
    )

The following image shows how this workflow would be seen on the Airflow UI.

We now have a comprehensive, well-orchestrated process that uses a variety of AWS services to handle different stages of our data pipeline, from ingestion to transformation.

Conclusion

The combination of AWS services and the dbt open-source project provides a powerful, flexible, and scalable solution for building modern data platforms. It’s a perfect blend of manageability and functionality, with its easy-to-use, SQL-based framework and features like data quality checks, configurable load types, and detailed documentation and lineage. Its principles of “code separate from data” and reusability make it a convenient and efficient tool for a wide range of users. This practical use case of building a data platform for a retail organization demonstrates the immense potential of AWS and dbt for transforming data management and analytics, paving the way for faster insights and informed business decisions.

For more information about using dbt with Amazon Redshift, see Manage data transformations with dbt in Amazon Redshift.


About the Authors

Prantik Gachhayat is an Enterprise Architect at Infosys having experience in various technology fields and business domains. He has a proven track record helping large enterprises modernize digital platforms and delivering complex transformation programs. Prantik specializes in architecting modern data and analytics platforms in AWS. Prantik loves exploring new tech trends and enjoys cooking.

Ashutosh Dubey is a Senior Partner Solutions Architect and Global Tech leader at Amazon Web Services based out of New Jersey, USA. He has extensive experience specializing in the Data and Analytics and AIML field including generative AI, contributed to the community by writing various tech contents, and has helped Fortune 500 companies in their cloud journey to AWS.

How Gilead used Amazon Redshift to quickly and cost-effectively load third-party medical claims data

Post Syndicated from Rajiv Arora original https://aws.amazon.com/blogs/big-data/how-gilead-used-amazon-redshift-to-quickly-and-cost-effectively-load-third-party-medical-claims-data/

This post was co-written with Rajiv Arora, Director of Data Science Platform at Gilead Life Sciences.

Gilead Sciences, Inc. is a biopharmaceutical company committed to advancing innovative medicines to prevent and treat life-threatening diseases, including HIV, viral hepatitis, inflammation, and cancer. A leader in virology, Gilead historically relied on these drugs for growth but now through strategic investments, Gilead is expanding and increasing their focus in oncology, having acquired Kite and Immunomedics to boost their exposure to cell therapy and non-cell therapy, making it the primary growth engine. Because Gilead is expanding into biologics and large molecule therapies, and has an ambitious goal of launching 10 innovative therapies by 2030, there is heavy emphasis on using data with AI and machine learning (ML) to accelerate the drug discovery pipeline.

Amazon Redshift Serverless is a fully managed cloud data warehouse that allows you to seamlessly create your data warehouse with no infrastructure management required. You pay only for the compute resources and storage that you use. Redshift Serverless measures data warehouse capacity in Redshift Processing Units (RPUs), which are part of the compute resources. All of the data stored in your warehouse, such as tables, views, and users, make up a namespace in Redshift Serverless.

One of the benefits of Redshift Serverless is that you don’t need to size your data warehouse for your peak workload. The peak workload includes loading periodic large datasets in multi-terabyte range. You can set a base RPU from 8 up to 512 and Redshift Serverless will automatically scale the RPUs to meet your workload demands. This makes it straightforward to manage your data warehouse in a cost-effective manner.

In this post, we share how Gilead collaborated with AWS to redesign their data ingestion process. They used Redshift Serverless as their data producer to load third-party medical claims data in a fast and cost-effective way, reducing load times from days to hours.

Gilead use case

Gilead loads a variety of data from hundreds of sources to their R&D data environment. They recently needed to do a monthly load of 140 TB of uncompressed healthcare claims data in under 24 hours after receiving it to provide analysts and data scientists with up-to-date information on a patient’s healthcare journey. This data volume is expected to increase monthly and is fully refreshed each month. The 3-node RA3 16XL provisioned cluster that had previously been hosting their warehouse was taking around 12 hours to ingest this data to Amazon Redshift, and Gilead was looking to optimize the data ingestion process in a more dynamic manner. Working with Amazon Redshift specialists from AWS, Gilead chose Redshift Serverless as a way to cost-effectively load this data and then use Redshift data sharing to share the final dataset to two additional Redshift data warehouses for end-user queries.

Loading data is a key process for any analytical system, including Amazon Redshift. When loading very large datasets, it’s important to not only load the data as quickly as possible but also in a way that optimizes the consumption queries.

Gilead’s healthcare claims data took 40 hours to load, which meant delays in using the data for downstream processes. The teams sought improvements, targeting a maximum 24-hour SLA for the load. They achieved the load in 8 hours, an 80% reduction in time to make data available.

Solution overview

After collaborating, the Gilead and AWS teams decided on a two-step process to load the data to Amazon Redshift. First, the data was loaded without a distkey and sortkey, which let the load process use the full parallel resources of the cluster. Then we used a deep copy to redistribute this data and add the desired distribution and sort characteristics.

The solution uses Redshift Serverless. The team wanted to ingest data to meet the required SLA, and the following approaches were benchmarked:

  • COPY command – The COPY command uses the Amazon Redshift massively parallel processing (MPP) architecture to read and load data in parallel from files on Amazon Simple Storage Service (Amazon S3)
  • Data lake analytics – Amazon Redshift Spectrum is used to query data directly from files on Amazon S3 by selecting a subset of columns and avoiding the intermediate step of copying data to staging table

Initial Solution approach: Single COPY command

The team determined it would be more effective to apply the distribution and sort keys in a post-copy step. The data was loaded first using automatic distribution of data. This took roughly 12 hours to complete. The team created open and closed claims tables with defined dist keys and with 20% of the columns to alleviate the need to query the larger table. With this success, we learned that we can still improve the big copy, as detailed in the following sections.

Proposed Solution approach 1: Parallel COPY command

Based on the initial solution approach above, the team tested yearly parallel copy commands as illustrated in the following diagram.

Yearly Parallel Copy Commands

Below are the findings and learnings from this approach:

  • Ingesting data for 4 years using parallel copy showed a 25% performance improvement over the single copy command.
  • Compared to Initial solution approach, where we were taking 12 hours to ingest the data, we further optimized this runtime by 67% by segregating the data ingestion into separate yearly staging tables and running parallel copy commands.
  • After the data was loaded into staging yearly tables, we created the open and closed claim tables with an auto distkey with the subset of columns required for larger reporting groups. It took an additional 1 hour to create.

The team used a manifest file to make sure that the COPY command loads all of the required files for the respective year for ingesting.

Proposed Solution approach 2: Data Lake analytics

The team used this approach with Redshift Spectrum to load only the required columns to Redshift Serverless, which avoided loading data into multiple yearly tables and directly to a single table. The following diagram illustrates this approach.

Using Spectrum Approach

The workflow consists of the following steps:

  1. Crawl the files using AWS Glue.
  2. Create a data lake external schema and table in Redshift Serverless.
  3. Create two separate claims table for open and closed claims because open claims are most frequently consumed and are 20% of the columns and 100% of the data.
  4. Create open and closed tables with selective columns needed for optimal performance optimization during consumption instead of all columns in the original third-party dataset. The data volume distribution is as follows:
    • Total number of open claims records = 50 billion
    • Total number of closed claims records = 200 billion
    • Overall, total number of records = 250 billion
  5. Distribute open and closed tables with a customer-identified distkey.
  6. Configure data ingestion into open and closed claims tables combined using Redshift Serverless with 512 RPUs. This took 1.5 hours, which is further improved by 70% compared to scenario 1. We chose 512 RPUs in order to load data in the fastest way possible.

In this method, data ingestion was streamlined by only loading essential fields from the medical claims dataset and by splitting the table into open and closed claims. Open claims data is most frequently accessed and constitutes only 20% of columns so by splitting the tables. The team not only improved the ingestion performance but also consumption.

Amazon Redshift recently launched automatic mounting of AWS Glue Data Catalog, making it easier to run data lake analytics without manually creating external schemas. You can query data lake tables directly from Amazon Redshift Query Editor v2 or your favorite SQL editors.

Recommendations and best practices

Consider the following recommendations when loading large-scale data in Amazon Redshift.

  • Use Redshift Serverless with maximum 512 RPUs to efficiently and quickly load data
  • Depending on consumption use case and query pattern, adopt either of the following approaches:
    • When consumption queries require only selected fields from the dataset and most frequently access a subset of data, use data lake queries to load only the relevant columns from Amazon S3 into Amazon Redshift
    • When consumption queries require all fields, use COPY commands with a manifest file to ingest data in parallel into multiple logically separated tables and create a database view with UNION ALL of all tables
  • Avoid using varchar(max) while creating tables and create VARCHAR columns with the right size

Final Architecture

The following diagram shows the high-level final architecture that was implemented.

Final Architecture

Conclusion

With the scalability of Redshift Serverless, data sharing to decouple ingestion from consumption workloads, and data lake analytics to ingest data, Gilead made their 140 TB dataset available to their analysts within hours of it being delivered. The innovative architecture of using a serverless ingestion data warehouse, a serverless consumption data warehouse for power users, and their original 3-node provisioned cluster for standard queries gives Gilead isolation to ensure data loads don’t affect their users. The architecture provides scalability to serve infrequent large queries with their serverless consumer along with the benefit of a fixed-cost and fixed-performance option of their provisioned cluster for their standard user queries. Due to the monthly schedule of the data load and the variable need for large queries by consumers, Redshift Serverless proved to be a cost-effective option compared to simply increasing the provisioned cluster to serve each of these use cases.

This split producer/consumer model of using Redshift serverless can bring benefits to many workloads that have similar performance characteristics to Gilead’s warehouse. Customers regularly run large data loads infrequently, and those processes compete with user queries. With this pattern, you can rely on your queries to perform consistently regardless of whether new data is being loaded to the system. This strikes a balance between minimizing cost while maintaining performance and frees the system administrators to load data without affecting users.


About the Authors

Rajiv Arora is a Director of Clinical Data Science at Gilead Sciences with over 20 years of experience in the industry. He is responsible for the multi-modal data platform for the development organization and supports all statistical and predictive analytical infrastructure for RWE and Advanced Analytical functions.

Ritesh Kumar Sinha is an Analytics Specialist Solutions Architect based out of San Francisco. He has helped customers build scalable data warehousing and big data solutions for over 16 years. He loves to design and build efficient end-to-end solutions on AWS. In his spare time, he loves reading, walking, and doing yoga.

Raks KhareRaks Khare is an Analytics Specialist Solutions Architect at AWS based out of Pennsylvania. He helps customers architect data analytics solutions at scale on the AWS platform.

Brent Strong is a Senior Solutions Architect in the Healthcare and Life Sciences team at AWS. He has more than 15 years of experience in the industry, focusing on data and analytics and DevOps. At AWS, he works closely with large Life Sciences customers to help them deliver new and innovative treatments.

Phil Bates is a Senior Analytics Specialist Solutions Architect at AWS with over 25 years of data warehouse experience.

GoDaddy benchmarking results in up to 24% better price-performance for their Spark workloads with AWS Graviton2 on Amazon EMR Serverless

Post Syndicated from Mukul Sharma original https://aws.amazon.com/blogs/big-data/godaddy-benchmarking-results-in-up-to-24-better-price-performance-for-their-spark-workloads-with-aws-graviton2-on-amazon-emr-serverless/

This is a guest post co-written with Mukul Sharma, Software Development Engineer, and Ozcan IIikhan, Director of Engineering from GoDaddy.

GoDaddy empowers everyday entrepreneurs by providing all the help and tools to succeed online. With more than 22 million customers worldwide, GoDaddy is the place people come to name their ideas, build a professional website, attract customers, and manage their work.

GoDaddy is a data-driven company, and getting meaningful insights from data helps us drive business decisions to delight our customers. At GoDaddy, we embarked on a journey to uncover the efficiency promises of AWS Graviton2 on Amazon EMR Serverless as part of our long-term vision for cost-effective intelligent computing.

In this post, we share the methodology and results of our benchmarking exercise comparing the cost-effectiveness of EMR Serverless on the arm64 (Graviton2) architecture against the traditional x86_64 architecture. EMR Serverless on Graviton2 demonstrated an advantage in cost-effectiveness, resulting in significant savings in total run costs. We achieved 23.85% improvement in price-performance for sample production Spark workloads—an outcome that holds tremendous potential for businesses striving to maximize their computing efficiency.

Solution overview

GoDaddy’s intelligent compute platform envisions simplification of compute operations for all personas, without limiting power users, to ensure out-of-box cost and performance optimization for data and ML workloads. As a part of this vision, GoDaddy’s Data & ML Platform team plans to use EMR Serverless as one of the compute solutions under the hood.

The following diagram shows a high-level illustration of the intelligent compute platform vision.

Benchmarking EMR Serverless for GoDaddy

EMR Serverless is a serverless option in Amazon EMR that eliminates the complexities of configuring, managing, and scaling clusters when running big data frameworks like Apache Spark and Apache Hive. With EMR Serverless, businesses can enjoy numerous benefits, including cost-effectiveness, faster provisioning, simplified developer experience, and improved resilience to Availability Zone failures.

At GoDaddy, we embarked on a comprehensive study to benchmark EMR Serverless using real production workflows at GoDaddy. The purpose of the study was to evaluate the performance and efficiency of EMR Serverless and develop a well-informed adoption plan. The results of the study have been extremely promising, showcasing the potential of EMR Serverless for our workloads.

Having achieved compelling results in favor of EMR Serverless for our workloads, our attention turned to evaluating the utilization of the Graviton2 (arm64) architecture on EMR Serverless. In this post, we focus on comparing the performance of Graviton2 (arm64) with the x86_64 architecture on EMR Serverless. By conducting this apples-to-apples comparative analysis, we aim to gain valuable insights into the benefits and considerations of using Graviton2 for our big data workloads.

By using EMR Serverless and exploring the performance of Graviton2, GoDaddy aims to optimize their big data workflows and make informed decisions regarding the most suitable architecture for their specific needs. The combination of EMR Serverless and Graviton2 presents an exciting opportunity to enhance the data processing capabilities and drive efficiency in our operations.

AWS Graviton2

The Graviton2 processors are specifically designed by AWS, utilizing powerful 64-bit Arm Neoverse cores. This custom-built architecture provides a remarkable boost in price-performance for various cloud workloads.

In terms of cost, Graviton2 offers an appealing advantage. As indicated in the following table, the pricing for Graviton2 is 20% lower compared to the x86 architecture option.

   x86_64  arm64 (Graviton2) 
per vCPU per hour $0.052624 $0.042094
per GB per hour $0.0057785 $0.004628
per storage GB per hour* $0.000111

*Ephemeral storage: 20 GB of ephemeral storage is available for all workers by default—you pay only for any additional storage that you configure per worker.

For specific pricing details and current information, refer to Amazon EMR pricing.

AWS benchmark

The AWS team performed benchmark tests on Spark workloads with Graviton2 on EMR Serverless using the TPC-DS 3 TB scale performance benchmarks. The summary of their analysis are as follows:

  • Graviton2 on EMR Serverless demonstrated an average improvement of 10% for Spark workloads in terms of runtime. This indicates that the runtime for Spark-based tasks was reduced by approximately 10% when utilizing Graviton2.
  • Although the majority of queries showcased improved performance, a small subset of queries experienced a regression of up to 7% on Graviton2. These specific queries showed a slight decrease in performance compared to the x86 architecture option.
  • In addition to the performance analysis, the AWS team considered the cost factor. Graviton2 is offered at a 20% lower cost than the x86 architecture option. Taking this cost advantage into account, the AWS benchmark set yielded an overall 27% better price-performance for workloads. This means that by using Graviton2, users can achieve a 27% improvement in performance per unit of cost compared to the x86 architecture option.

These findings highlight the significant benefits of using Graviton2 on EMR Serverless for Spark workloads, with improved performance and cost-efficiency. It showcases the potential of Graviton2 in delivering enhanced price-performance ratios, making it an attractive choice for organizations seeking to optimize their big data workloads.

GoDaddy benchmark

During our initial experimentation, we observed that arm64 on EMR Serverless consistently outperformed or performed on par with x86_64. One of the jobs showed a 7.51% increase in resource usage on arm64 compared to x86_64, but due to the lower price of arm64, it still resulted in a 13.48% cost reduction. In another instance, we achieved an impressive 43.7% reduction in run cost, attributed to both the lower price and reduced resource utilization. Overall, our initial tests indicated that arm64 on EMR Serverless delivered superior price-performance compared to x86_64. These promising findings motivated us to conduct a more comprehensive and rigorous study.

Benchmark results

To gain a deeper understanding of the value of Graviton2 on EMR Serverless, we conducted our study using real-life production workloads from GoDaddy, which are scheduled to run at a daily cadence. Without any exceptions, EMR Serverless on arm64 (Graviton2) is significantly more cost-effective compared to the same jobs run on EMR Serverless on the x86_64 architecture. In fact, we recorded an impressive 23.85% improvement in price-performance across the sample GoDaddy jobs using Graviton2.

Like the AWS benchmarks, we observed slight regressions of less than 5% in the total runtime of some jobs. However, given that these jobs will be migrated from Amazon EMR on EC2 to EMR Serverless, the overall total runtime will still be shorter due to the minimal provisioning time in EMR Serverless. Additionally, across all jobs, we observed an average speed up of 2.1% in addition to the cost savings achieved.

These benchmarking results provide compelling evidence of the value and effectiveness of Graviton2 on EMR Serverless. The combination of improved price-performance, shorter runtimes, and overall cost savings makes Graviton2 a highly attractive option for optimizing big data workloads.

Benchmarking methodology

As an extension of a larger benchmarking EMR Serverless for GoDaddy study, where we divided Spark jobs into brackets based on total runtime (quick-run, medium-run, long-run), we measured effect of architecture (arm64 vs. x86_64) on total cost and total runtime. All other parameters were kept the same to achieve an apples-to-apples comparison.

The team followed these steps:

  1. Prepare the data and environment.
  2. Choose two random production jobs from each job bracket.
  3. Make necessary changes to avoid inference with actual production outputs.
  4. Run tests to execute scripts over multiple iterations to collect accurate and consistent data points.
  5. Validate input and output datasets, partitions, and row counts to ensure identical data processing.
  6. Gather relevant metrics from the tests.
  7. Analyze results to draw insights and conclusions.

The following table shows the summary of an example Spark job.

Metric  EMR Serverless (Average) – X86_64  EMR Serverless (Average) – Graviton  X86_64 vs Graviton (% Difference) 
Total Run Cost $2.76 $1.85 32.97%

Total Runtime

(hh:mm:ss)

00:41:31 00:34:32 16.82%
EMR Release Label emr-6.9.0
Job Type Spark
Spark Version Spark 3.3.0
Hadoop Distribution Amazon 3.3.3
Hive/HCatalog Version Hive 3.1.3, HCatalog 3.1.3

Summary of results

The following table presents a comparison of job performance between EMR Serverless on arm64 (Graviton2) and EMR Serverless on x86_64. For each architecture, every job was run at least three times to obtain the accurate average cost and runtime.

 Job  Average x86_64 Cost Average arm64 Cost Average x86_64 Runtime (hh:mm:ss) Average arm64 Runtime (hh:mm:ss)  Average Cost Savings %  Average Performance Gain % 
1 $1.64 $1.25 00:08:43 00:09:01 23.89% -3.24%
2 $10.00 $8.69 00:27:55 00:28:25 13.07% -1.79%
3 $29.66 $24.15 00:50:49 00:53:17 18.56% -4.85%
4 $34.42 $25.80 01:20:02 01:24:54 25.04% -6.08%
5 $2.76 $1.85 00:41:31 00:34:32 32.97% 16.82%
6 $34.07 $24.00 00:57:58 00:51:09 29.57% 11.76%
Average  23.85% 2.10%

Note that the improvement calculations are based on higher-precision results for more accuracy.

Conclusion

Based on this study, GoDaddy observed a significant 23.85% improvement in price-performance for sample production Spark jobs utilizing the arm64 architecture compared to the x86_64 architecture. These compelling results have led us to strongly recommend internal teams to use arm64 (Graviton2) on EMR Serverless, except in cases where there are compatibility issues with third-party packages and libraries. By adopting an arm64 architecture, organizations can achieve enhanced cost-effectiveness and performance for their workloads, contributing to more efficient data processing and analytics.


About the Authors

Mukul Sharma is a Software Development Engineer on Data & Analytics (DnA) organization at GoDaddy. He is a polyglot programmer with experience in a wide array of technologies to rapidly deliver scalable solutions. He enjoys singing karaoke, playing various board games, and working on personal programming projects in his spare time.

Ozcan Ilikhan is a Director of Engineering on Data & Analytics (DnA) organization at GoDaddy. He is passionate about solving customer problems and increasing efficiency using data and ML/AI. In his spare time, he loves reading, hiking, gardening, and working on DIY projects.

Harsh Vardhan Singh Gaur is an AWS Solutions Architect, specializing in analytics. He has over 6 years of experience working in the field of big data and data science. He is passionate about helping customers adopt best practices and discover insights from their data.

Ramesh Kumar Venkatraman is a Senior Solutions Architect at AWS who is passionate about containers and databases. He works with AWS customers to design, deploy, and manage their AWS workloads and architectures. In his spare time, he loves to play with his two kids and follows cricket.

SmugMug’s durable search pipelines for Amazon OpenSearch Service

Post Syndicated from Lee Shepherd original https://aws.amazon.com/blogs/big-data/smugmugs-durable-search-pipelines-for-amazon-opensearch-service/

SmugMug operates two very large online photo platforms, SmugMug and Flickr, enabling more than 100 million customers to safely store, search, share, and sell tens of billions of photos. Customers uploading and searching through decades of photos helped turn search into critical infrastructure, growing steadily since SmugMug first used Amazon CloudSearch in 2012, followed by Amazon OpenSearch Service since 2018, after reaching billions of documents and terabytes of search storage.

Here, Lee Shepherd, SmugMug Staff Engineer, shares SmugMug’s search architecture used to publish, backfill, and mirror live traffic to multiple clusters. SmugMug uses these pipelines to benchmark, validate, and migrate to new configurations, including Graviton based r6gd.2xlarge instances from i3.2xlarge, along with testing Amazon OpenSearch Serverless. We cover three pipelines used for publishing, backfilling, and querying without introducing spiky unrealistic traffic patterns, and without any impact on production services.

There are two main architectural pieces critical to the process:

  • A durable source of truth for index data. It’s best practice and part of our backup strategy to have a durable store beyond the OpenSearch index, and Amazon DynamoDB provides scalability and integration with AWS Lambda that simplifies a lot of the process. We use DynamoDB for other non-search services, so this was a natural fit.
  • A Lambda function for publishing data from the source of truth into OpenSearch. Using function aliases helps run multiple configurations of the same Lambda function at the same time and is key to keeping data in sync.

Publishing

The publishing pipeline is driven from events like a user entering keywords or captions, new uploads, or label detection through Amazon Rekognition. These events are processed, combining data from a few other asset stores like Amazon Aurora MySQL Compatible Edition and Amazon Simple Storage Service (Amazon S3), before writing a single item into DynamoDB.

Writing to DynamoDB invokes a Lambda publishing function, through the DynamoDB Streams Kinesis Adapter, that takes a batch of updated items from DynamoDB and indexes them into OpenSearch. There are other benefits to using the DynamoDB Streams Kinesis Adapter such as reducing the number of concurrent Lambdas required.

The publishing Lambda function uses environment variables to determine what OpenSearch domain and index to publish to. A production alias is configured to write to the production OpenSearch domain, off of the DynamoDB table or Kinesis Stream

When testing new configurations or migrating, a migration alias is configured to write to the new OpenSearch domain but use the same trigger as the production alias. This enables dual indexing of data to both OpenSearch Service domains simultaneously.

Here’s an example of the DynamoDB table schema:

 "Id": 123456,  // partition key
 "Fields": {
  "format": "JPG",
  "height": 1024,
  "width": 1536,
  ...
 },
 "LastUpdated": 1600107934,

The ‘LastUpdated’ value is used as the document version when indexing, allowing OpenSearch to reject any out-of-order updates.

Backfilling

Now that changes are being published to both domains, the new domain (index) needs to be backfilled with historical data. To backfill a newly created index, a combination of Amazon Simple Queue Service (Amazon SQS) and DynamoDB is used. A script populates an SQS queue with messages that contain instructions for parallel scanning a segment of the DynamoDB table.

The SQS queue launches a Lambda function that reads the message instructions, fetches a batch of items from the corresponding segment of the DynamoDB table, and writes them into an OpenSearch index. New messages are written to the SQS queue to keep track of progress through the segment. After the segment completes, no more messages are written to the SQS queue and the process stops itself.

Concurrency is determined by the number of segments, with additional controls provided by Lambda concurrency scaling. SmugMug is able to index more than 1 billion documents per hour on their OpenSearch configuration while incurring zero impact to the production domain.

A NodeJS AWS-SDK based script is used to seed the SQS queue. Here’s a snippet of the SQS configuration script’s options:

Usage: queue_segments [options]

Options:
--search-endpoint <url>  OpenSearch endpoint url
--sqs-url <url>          SQS queue url
--index <string>         OpenSearch index name
--table <string>         DynamoDB table name
--key-name <string>      DynamoDB table partition key name
--segments <int>         Number of parallel segments

Along with the format of the resulting SQS message:

{
  searchEndpoint: opts.searchEndpoint,
  sqsUrl: opts.sqsUrl,
  table: opts.table,
  keyName: opts.keyName,
  index: opts.index,
  segment: i,
  totalSegments: opts.segments,
  exclusiveStartKey: <lastEvaluatedKey from previous iteration>
}

As each segment is processed, the ‘lastEvaluatedKey’ from the previous iteration is added to the message as the ‘exclusiveStartKey’ for the next iteration.

Mirroring

Last, our mirrored search query results run by sending an OpenSearch query to an SQS queue, in addition to our production domain. The SQS queue launches a Lambda function that replays the query to the replica domain. The search results from these requests are not sent to any user but allow replicating production load on the OpenSearch service under test without impact to production systems or customers.

Conclusion

When evaluating a new OpenSearch domain or configuration, the main metrics we are interested in are query latency performance, namely the took latencies (latencies per time), and most importantly latencies for searching. In our move to Graviton R6gd, we saw about 40 percent lower P50-P99 latencies, along with similar gains in CPU usage compared to i3’s (ignoring Graviton’s lower costs). Another welcome benefit was the more predictable and monitorable JVM memory pressure with the garbage collection changes from the addition of G1GC on R6gd and other new instances.

Using this pipeline, we’re also testing OpenSearch Serverless and finding its best use-cases. We’re excited about that service and fully intend to have an entirely serverless architecture in time. Stay tuned for results.


About the Authors

Lee Shepherd is a SmugMug Staff Software Engineer

Aydn Bekirov is an Amazon Web Services Principal Technical Account Manager

Enabling highly available connectivity from on premises to AWS Local Zones

Post Syndicated from Macey Neff original https://aws.amazon.com/blogs/compute/enabling-highly-available-connectivity-from-on-premises-to-aws-local-zones/

This post is written by Leonardo Solano, Senior Hybrid Cloud SA and Robert Belson SA Developer Advocate.

Planning your network topology is a foundational requirement of the reliability pillar of the AWS Well-Architected Framework. REL02-BP02 defines how to provide redundant connectivity between private networks in the cloud and on-premises environments using AWS Direct Connect for resilient, redundant connections using AWS Site-to-Site VPN, or AWS Direct Connect failing over to AWS Site-to-Site VPN. As more customers use a combination of on-premises environments, Local Zones, and AWS Regions, they have asked for guidance on how to extend this pillar of the AWS Well-Architected Framework to include Local Zones. As an example, if you are on an application modernization journey, you may have existing Amazon EKS clusters that have dependencies on persistent on-premises data.

AWS Local Zones enables single-digit millisecond latency to power applications such as real-time gaming, live streaming, augmented and virtual reality (AR/VR), virtual workstations, and more. Local Zones can also help you meet data sovereignty requirements in regulated industries  such as healthcare, financial services, and the public sector. Additionally, enterprises can leverage a hybrid architecture and seamlessly extend their on-premises environment to the cloud using Local Zones. In the example above, you could extend Amazon EKS clusters to include node groups in a Local Zone (or multiple Local Zones) or on premises using AWS Outpost rack.

To provide connectivity between private networks in Local Zones and on-premises environments, customers typically consider Direct Connect or software VPNs available in the AWS Marketplace. This post provides a reference implementation to eliminate single points of failure in connectivity while offering automatic network impairment detection and intelligent failover using both Direct Connect and software VPNs in AWS Market place. Moreover, this solution minimizes latency by ensuring traffic does not hairpin through the parent AWS Region to the Local Zone.

Solution overview

In Local Zones, all architectural patterns based on AWS Direct Connect follow the same architecture as in AWS Regions and can be deployed using the AWS Direct Connect Resiliency Toolkit. As of the date of publication, Local Zones do not support AWS managed Site-to-Site VPN (view latest Local Zones features). Thus, for customers that have access to only a single Direct Connect location or require resiliency beyond a single connection, this post will demonstrate a solution using an AWS Direct Connect failover strategy with a software VPN appliance. You can find a range of third-party software VPN appliances as well as the throughput per VPN tunnel that each offering provides in the AWS Marketplace.

Prerequisites:

To get started, make sure that your account is opt-in for Local Zones and configure the following:

  1. Extend a Virtual Private Cloud (VPC) from the Region to the Local Zone, with at least 3 subnets. Use Getting Started with AWS Local Zones as a reference.
    1. Public subnet in Local Zone (public-subnet-1)
    2. Private subnets in Local Zone (private-subnet-1 and private-subnet-2)
    3. Private subnet in the Region (private-subnet-3)
    4. Modify DNS attributes in your VPC, including both “enableDnsSupport” and “enableDnsHostnames”;
  2. Attach an Internet Gateway (IGW) to the VPC;
  3. Attach a Virtual Private Gateway (VGW) to the VPC;
  4. Create an ec2 vpc-endpoint attached to the private-subnet-3;
  5. Define the following routing tables (RTB):
    1. Private-subnet-1 RTB: enabling propagation for VGW;
    2. Private-subnet-2 RTB: enabling propagation for VGW;
    3. Public-subnet-1 RTB: with a default route with IGW-ID as the next hop;
  6. Configure a Direct Connect Private Virtual Interface (VIF) from your on-premises environment to Local Zones Virtual Gateway’s VPC. For more details see this post: AWS Direct Connect and AWS Local Zones interoperability patterns;
  7. Launch any software VPN appliance from AWS Marketplace on Public-subnet-1. In this blog post on simulating Site-to-Site VPN customer gateways using strongSwan, you can find an example that provides the steps to deploy a third-party software VPN in AWS Region;
  8. Capture the following parameters from your environment:
    1. Software VPN Elastic Network Interface (ENI) ID
    2. Private-subnet-1 RTB ID
    3. Probe IP, which must be an on-premises resource that can respond to Internet Control Message Protocol (ICMP) requests.

High level architecture

This architecture requires a utility Amazon Elastic Compute Cloud (Amazon EC2) instance in a private subnet (private-subnet-2), sending ICMP probes over the Direct Connect connection. Once the utility instance detects lost packets to on-premises network from the Local Zone it initiates a failover by adding a static route with the on-premises CIDR range as the destination and the VPN Appliance ENI-ID as the next hop in the production private subnet (private-subnet-1), taking priority over the Direct Connect propagated route. Once healthy, this utility will revert back to the default route to the original Direct Connect connection.

On-premises considerations

To add redundancy in the on-premises environment, you can use two routers using any First Hop Redundancy Protocol (FHRP) as Hot Standby Router Protocol (HSRP) or Virtual Router Redundancy Protocol (VRRP). The router connected to the Direct Connect link has the highest priority, taking the Primary role in the FHRP process while the VPN router remain the Secondary router. The failover mechanism in the FHRP relies on interface or protocol state as BGP, which triggers the failover mechanism.

High level HA architecture for Software VPN

Figure 1. High level HA architecture for Software VPN

Failover by modifying the production subnet RTB

Figure 2. Failover by modifying the production subnet RTB

Step-by-step deployment

Create IAM role with permissions to create and delete routes in your private-subnet-1 route table:

  1. Create ec2-role-trust-policy.json file on your local machine:
cat > ec2-role-trust-policy.json <<EOF
{
    "Version": "2012-10-17",
    "Statement": [
        {
            "Effect": "Allow",
            "Principal": {
                "Service": "ec2.amazonaws.com"
            },
            "Action": "sts:AssumeRole"
        }
    ]
}
EOF
  1. Create your EC2 IAM role, such as my_ec2_role:
aws iam create-role --role-name my_ec2_role --assume-role-policy-document file://ec2-role-trust-policy.json
  1. Create a file with the necessary permissions to attach to the EC2 IAM role. Name it ec2-role-iam-policy.json.
aws iam create-policy --policy-name my-ec2-policy --policy-document file://ec2-role-iam-policy.json
  1. Create the IAM policy and attach the policy to the IAM role my_ec2_role that you previously created:
aws iam create-policy --policy-name my-ec2-policy --policy-document file://ec2-role-iam-policy.json

aws iam attach-role-policy --policy-arn arn:aws:iam::<account_id>:policy/my-ec2-policy --role-name my_ec2_role
  1. Create an instance profile and attach the IAM role to it:
aws iam create-instance-profile –instance-profile-name my_ec2_instance_profile
aws iam add-role-to-instance-profile –instance-profile-name my_ec2_instance_profile –role-name my_ec2_role   

Launch and configure your utility instance

  1. Capture the Amazon Linux 2 AMI ID through CLI:
aws ec2 describe-images --filters "Name=name,Values=amzn2-ami-kernel-5.10-hvm-2.0.20230404.1-x86_64-gp2" | grep ImageId 

Sample output:

            "ImageId": "ami-069aabeee6f53e7bf",

  1. Create an EC2 key for the utility instance:
aws ec2 create-key-pair --key-name MyKeyPair --query 'KeyMaterial' --output text > MyKeyPair.pem
  1. Launch the utility instance in the Local Zone (replace the variables with your account and environment parameters):
aws ec2 run-instances --image-id ami-069aabeee6f53e7bf --key-name MyKeyPair --count 1 --instance-type t3.medium  --subnet-id <private-subnet-2-id> --iam-instance-profile Name=my_ec2_instance_profile_linux

Deploy failover automation shell script on the utility instance

  1. Create the following shell script in your utility instance (replace the health check variables with your environment values):
cat > vpn_monitoring.sh <<EOF
// Copyright Amazon.com, Inc. or its affiliates. All Rights Reserved.
// SPDX-License-Identifier: MIT-0
# Health Check variables
Wait_Between_Pings=2
RTB_ID=<private-subnet-1-rtb-id>
PROBE_IP=<probe-ip>
remote_cidr=<remote-cidr>
GW_ENI_ID=<software-vpn-eni_id>
Active_path=DX

echo `date` "-- Starting VPN monitor"

while [ . ]; do
  # Check health of main VPN Appliance path to remote probe ip
  pingresult=`ping -c 3 -W 1 $PROBE_IP | grep time= | wc -l`
  # Check to see if any of the health checks succeeded
  if ["$pingresult" == "0"]; then
    if ["$Active_path" == "DX"]; then
      echo `date` "-- Direct Connect failed. Failing over vpn"
      aws ec2 create-route --route-table-id $RTB_ID --destination-cidr-block $remote_cidr --network-interface-id $GW_ENI_ID --region us-east-1
      Active_path=VPN
      DX_tries=10
      echo "probe_ip: unreachable – active_path: vpn"
    else
      echo "probe_ip: unreachable – active_path: vpn"
    fi
  else     
    if ["$Active_path" == "VPN"]; then
      let DX_tries=DX_tries-1
      if ["$DX_tries" == "0"]; then
        echo `date` "-- failing back to Direct Connect"
        aws ec2 delete-route --route-table-id $RTB_ID --destination-cidr-block $remote_cidr --region us-east-1
        Active_path=DX
        echo "probe_ip: reachable – active_path: Direct Connect"
      else
        echo "probe_ip: reachable – active_path: vpn"
      fi
    else
      echo "probe:ip: reachable – active_path: Direct Connect"	    
    fi
  fi    
done EOF
  1. Modify permissions to your shell script file:
chmod +x vpn_monitoring.sh
  1. Start the shell script:
./vpn_monitoring.sh

Test the environment

Failover process between Direct Connect and software VPN

Figure 3. Failover process between Direct Connect and software VPN

Simulate failure of the Direct Connect link, breaking the available path from the Local Zone to the on-premises environment. You can simulate the failure using the failure test feature in Direct Connect console.

Bringing BGP session down

Figure 4. Bringing BGP session down

Setting the failure time

Figure 5. Setting the failure time

In the utility instance you will see the following logs:

Thu Sep 21 14:39:34 UTC 2023 -- Direct Connect failed. Failing over vpn

The shell script in action will detect packet loss by ICMP probes against a probe IP destination on premises, triggering the failover process. As a result, it will make an API call (aws ec2 create-route) to AWS using the EC2 interface endpoint.

The script will create a static route in the private-subnet-1-RTB toward on-premises CIDR with the VPN Elastic-Network ID as the next hop.

private-subnet-1-RTB during the test

Figure 6. private-subnet-1-RTB during the test

The FHRP mechanisms detect the failure in the Direct Connect Link and then reduce the FHRP priority on this path, which triggers the failover to the secondary link through the VPN path.

Once you cancel the test or the test finishes, the failback procedure will revert the private-subnet-1 route table to its initial state, resulting in the following logs to be emitted by the utility instance:

Thu Sep 21 14:42:34 UTC 2023 -- failing back to Direct Connect

private-subnet-1 route table initial state

Figure 7. private-subnet-1 route table initial state

Cleaning up

To clean up your AWS based resources, run following AWS CLI commands:

aws ec2 terminate-instances --instance-ids <your-utility-instance-id>
aws iam delete-instance-profile --instance-profile-name my_ec2_instance_profile
aws iam delete-role my_ec2_role

Conclusion

This post demonstrates how to create a failover strategy for Local Zones using the same resilience mechanisms already established in the AWS Regions. By leveraging Direct Connect and software VPNs, you can achieve high availability in scenarios where you are constrained to a single Direct Connect location due to geographical limitations. In the architectural pattern illustrated in this post, the failover strategy relies on a utility instance with least-privileged permissions. The utility instance identifies network impairment and dynamically modify your production route tables to keep the connectivity established from a Local Zone to your on-premises location. This same mechanism provides capabilities to automatically failback from the software VPN to Direct Connect once the utility instance validates that the Direct Connect Path is sufficiently reliable to avoid network flapping. To learn more about Local Zones, you can visit the AWS Local Zones user guide.

Quickly Restore Amazon EC2 Mac Instances using Replace Root Volume capability

Post Syndicated from Macey Neff original https://aws.amazon.com/blogs/compute/new-reset-amazon-ec2-mac-instances-to-a-known-state-using-replace-root-volume-capability/

This post is written by Sebastien Stormacq, Principal Developer Advocate.

Amazon Elastic Compute Cloud (Amazon EC2) now supports replacing the root volume on a running EC2 Mac instance, enabling you to restore the root volume of an EC2 Mac instance to its initial launch state, to a specific snapshot, or to a new Amazon Machine Image (AMI).

Since 2021, we have offered on-demand and pay-as-you-go access to Amazon EC2 Mac instances, in the same manner as our Intel, AMD and Graviton-based instances. Amazon EC2 Mac instances integrate all the capabilities you know and love from macOS with dozens of AWS services such as Amazon Virtual Private Cloud (VPC) for network security, Amazon Elastic Block Store (EBS) for expandable storage, Elastic Load Balancing (ELB) for distributing build queues, Amazon FSx for scalable file storage, and AWS Systems Manager Agent (SSM Agent) for configuring, managing, and patching macOS environments.

Just like for every EC2 instance type, AWS is responsible for protecting the infrastructure that runs all of the services offered in the AWS cloud. To ensure that EC2 Mac instances provide the same security and data privacy as other Nitro-based EC2 instances, Amazon EC2 performs a scrubbing workflow on the underlying Dedicated Host as soon as you stop or terminate an instance. This scrubbing process erases the internal SSD, clears the persistent NVRAM variables, and updates the device firmware to the latest version enabling you to run the latest macOS AMIs. The documentation has more details about this process.

The scrubbing process ensures a sanitized dedicated host for each EC2 Mac instance launch and takes some time to complete. Our customers have shared two use cases where they may need to set back their instance to a previous state in a shorter time period or without the need to initiate the scrubbing workflow. The first use case is when patching an existing disk image to bring OS-level or applications-level updates to your fleet, without manually patching individual instances in-place. The second use case is during continuous integration and continuous deployment (CI/CD) when you need to restore an Amazon EC2 Mac instance to a defined well-known state at the end of a build.

To restart your EC2 Mac instance in its initial state without stopping or terminating them, we created the ability to replace the root volume of an Amazon EC2 Mac instance with another EBS volume. This new EBS volume is created either from a new AMI, an Amazon EBS Snapshot, or from the initial volume state during boot.

You just swap the root volume with a new one and initiate a reboot at OS-level. Local data, additional attached EBS volumes, networking configurations, and IAM profiles are all preserved. Additional EBS volumes attached to the instance are also preserved, as well as the instance IP addresses, IAM policies, and security groups.

Let’s see how Replace Root Volume works

To prepare and initiate an Amazon EBS root volume replacement, you can use the AWS Management Console, the AWS Command Line Interface (AWS CLI), or one of our AWS SDKs. For this demo, I used the AWS CLI to show how you can automate the entire process.

To start the demo, I first allocate a Dedicated Host and then start an EC2 Mac instance, SSH-connect to it, and install the latest version of Xcode. I use the open-source xcodeinstall CLI tool to download and install Xcode. Typically, you also download, install, and configure a build agent and additional build tools or libraries as required by your build pipelines.

Once the instance is ready, I create an Amazon Machine Image (AMI). AMIs are disk images you can reuse to launch additional and identical EC2 Mac instances. This can be done from any machine that has the credentials to make API calls on your AWS account. In the following, you can see the commands I issued from my laptop’s Terminal application.

#
# Find the instance’s ID based on the instance name tag
#
~ aws ec2 describe-instances \
--filters "Name=tag:Name,Values=RRV-Demo" \
--query "Reservations[].Instances[].InstanceId" \
--output text 

i-0fb8ffd5dbfdd5384

#
# Create an AMI based on this instance
#
~ aws ec2 create-image \
--instance-id i-0fb8ffd5dbfdd5384 \
--name "macOS_13.3_Gold_AMI"	\
--description "macOS 13.2 with Xcode 13.4.1"

{
 
"ImageId": "ami-0012e59ed047168e4"
}

It takes a few minutes to complete the AMI creation process.

After I created this AMI, I can use my instance as usual. I can use it to build, test, and distribute my application, or make any other changes on the root volume.

When I want to reset the instance to the state of my AMI, I initiate the replace root volume operation:

~ aws ec2 create-replace-root-volume-task	\
--instance-id i-0fb8ffd5dbfdd5384 \
--image-id ami-0012e59ed047168e4
{
"ReplaceRootVolumeTask": {
"ReplaceRootVolumeTaskId": "replacevol-07634c2a6cf2a1c61", "InstanceId": "i-0fb8ffd5dbfdd5384",
"TaskState": "pending", "StartTime": "2023-05-26T12:44:35Z", "Tags": [],
"ImageId": "ami-0012e59ed047168e4", "SnapshotId": "snap-02be6b9c02d654c83", "DeleteReplacedRootVolume": false
}
}

The root Amazon EBS volume is replaced with a fresh one created from the AMI, and the system triggers an OS-level reboot.

I can observe the progress with the DescribeReplaceRootVolumeTasks API

~ aws ec2 describe-replace-root-volume-tasks \
--replace-root-volume-task-ids replacevol-07634c2a6cf2a1c61

{
"ReplaceRootVolumeTasks": [
{
"ReplaceRootVolumeTaskId": "replacevol-07634c2a6cf2a1c61", "InstanceId": "i-0fb8ffd5dbfdd5384",
"TaskState": "succeeded", "StartTime": "2023-05-26T12:44:35Z",
"CompleteTime": "2023-05-26T12:44:43Z", "Tags": [],
"ImageId": "ami-0012e59ed047168e4", "DeleteReplacedRootVolume": false
}
]
}

After a short time, the instance becomes available again, and I can connect over ssh.

~ ssh [email protected]
Warning: Permanently added '3.0.0.86' (ED25519) to the list of known hosts.
Last login: Wed May 24 18:13:42 2023 from 81.0.0.0

┌───┬──┐	 |  |_ )
│ ╷╭╯╷ │	_| (	/
│ └╮	│   |\  |  |
│ ╰─┼╯ │ Amazon EC2
└───┴──┘ macOS Ventura 13.2.1
 
ec2-user@ip-172-31-58-100 ~ %

Additional thoughts

There are a couple of additional points to know before using this new capability:

  • By default, the old root volume is preserved. You can pass the –-delete-replaced-root-volume option to delete it automatically. Do not forget to delete old volumes and their corresponding Amazon EBS Snapshots when you don’t need them anymore to avoid being charged for them.
  • During the replacement, the instance will be unable to respond to health checks and hence might be marked as unhealthy if placed inside an Auto Scaled Group. You can write a custom health check to change that behavior.
  • When replacing the root volume with an AMI, the AMI must have the same product code, billing information, architecture type, and virtualization type as that of the instance.
  • When replacing the root volume with a snapshot, you must use snapshots from the same lineage as the instance’s current root volume.
  • The size of the new volume is the largest of the AMI’s block device mapping and the size of the old Amazon EBS root volume.
  • Any non-root Amazon EBS volume stays attached to the instance.
  • Finally, the content of the instance store (the internal SSD drive) is untouched, and all other meta-data of the instance are unmodified (the IP addresses, ENI, IAM policies etc.).

Pricing and availability

Replace Root Volume for EC2 Mac is available in all AWS Regions where Amazon EC2 Mac instances are available. There is no additional cost to use this capability. You are charged for the storage consumed by the Amazon EBS Snapshots and AMIs.

Check other options available on the API or AWS CLI and go configure your first root volume replacement task today!

Modernize a legacy real-time analytics application with Amazon Managed Service for Apache Flink

Post Syndicated from Bhupesh Sharma original https://aws.amazon.com/blogs/big-data/modernize-a-legacy-real-time-analytics-application-with-amazon-managed-service-for-apache-flink/

Organizations with legacy, on-premises, near-real-time analytics solutions typically rely on self-managed relational databases as their data store for analytics workloads. To reap the benefits of cloud computing, like increased agility and just-in-time provisioning of resources, organizations are migrating their legacy analytics applications to AWS. The lift and shift migration approach is limited in its ability to transform businesses because it relies on outdated, legacy technologies and architectures that limit flexibility and slow down productivity. In this post, we discuss ways to modernize your legacy, on-premises, real-time analytics architecture to build serverless data analytics solutions on AWS using Amazon Managed Service for Apache Flink.

Near-real-time streaming analytics captures the value of operational data and metrics to provide new insights to create business opportunities. In this post, we discuss challenges with relational databases when used for real-time analytics and ways to mitigate them by modernizing the architecture with serverless AWS solutions. We introduce you to Amazon Managed Service for Apache Flink Studio and get started querying streaming data interactively using Amazon Kinesis Data Streams.

Solution overview

In this post, we walk through a call center analytics solution that provides insights into the call center’s performance in near-real time through metrics that determine agent efficiency in handling calls in the queue. Key performance indicators (KPIs) of interest for a call center from a near-real-time platform could be calls waiting in the queue, highlighted in a performance dashboard within a few seconds of data ingestion from call center streams. These metrics help agents improve their call handle time and also reallocate agents across organizations to handle pending calls in the queue.

Traditionally, such a legacy call center analytics platform would be built on a relational database that stores data from streaming sources. Data transformations through stored procedures and use of materialized views to curate datasets and generate insights is a known pattern with relational databases. However, as data loses its relevance with time, transformations in a near-real-time analytics platform need only the latest data from the streams to generate insights. This may require frequent truncation in certain tables to retain only the latest stream of events. Also, the need to derive near-real-time insights within seconds requires frequent materialized view refreshes in this traditional relational database approach. Frequent materialized view refreshes on top of constantly changing base tables due to streamed data can lead to snapshot isolation errors. Also, a data model that allows table truncations at a regular frequency (for example, every 15 seconds) to store only relevant data in tables can cause locking and performance issues.

The following diagram provides the high-level architecture of a legacy call center analytics platform. In this traditional architecture, a relational database is used to store data from streaming data sources. Datasets used for generating insights are curated using materialized views inside the database and published for business intelligence (BI) reporting.

Modernizing this traditional database-driven architecture in the AWS Cloud allows you to use sophisticated streaming technologies like Amazon Managed Service for Apache Flink, which are built to transform and analyze streaming data in real time. With Amazon Managed Service for Apache Flink, you can gain actionable insights from streaming data with serverless, fully managed Apache Flink. You can use Amazon Managed Service for Apache Flink to quickly build end-to-end stream processing applications and process data continuously, getting insights in seconds or minutes. With Amazon Managed Service for Apache Flink, you can use Apache Flink code or Flink SQL to continuously generate time-series analytics over time windows and perform sophisticated joins across streams.

The following architecture diagram illustrates how a legacy call center analytics platform running on databases can be modernized to run on the AWS Cloud using Amazon Managed Service for Apache Flink. It shows a call center streaming data source that sends the latest call center feed in every 15 seconds. The second streaming data source constitutes metadata information about the call center organization and agents that gets refreshed throughout the day. You can perform sophisticated joins over these streaming datasets and create views on top of it using Amazon Managed Service for Apache Flink to generate KPIs required for the business using Amazon OpenSearch Service. You can analyze streaming data interactively using managed Apache Zeppelin notebooks with Amazon Managed Service for Apache Flink Studio in near-real time. The near-real-time insights can then be visualized as a performance dashboard using OpenSearch Dashboards.

In this post, you perform the following high-level implementation steps:

  1. Ingest data from streaming data sources to Kinesis Data Streams.
  2. Use managed Apache Zeppelin notebooks with Amazon Managed Service for Apache Flink Studio to transform the stream data within seconds of data ingestion.
  3. Visualize KPIs of call center performance in near-real time through OpenSearch Dashboards.

Prerequisites

This post requires you to set up the Amazon Kinesis Data Generator (KDG) to send data to a Kinesis data stream using an AWS CloudFormation template. For the template and setup information, refer to Test Your Streaming Data Solution with the New Amazon Kinesis Data Generator.

We use two datasets in this post. The first dataset is fact data, which contains call center organization data. The KDG generates a fact data feed in every 15 seconds that contains the following information:

  • AgentId – Agents work in a call center setting surrounded by other call center employees answering customers’ questions and referring them to the necessary resources to solve their problems.
  • OrgId – A call center contains different organizations and departments, such as Care Hub, IT Hub, Allied Hub, Prem Hub, Help Hub, and more.
  • QueueId – Call queues provide an effective way to route calls using simple or sophisticated patterns to ensure that all calls are getting into the correct hands quickly.
  • WorkMode – An agent work mode determines your current state and availability to receive incoming calls from the Automatic Call Distribution (ACD) and Direct Agent Call (DAC) queues. Call Center Elite does not route ACD and DAC calls to your phone when you are in an Aux mode or ACW mode.
  • WorkSkill – Working as a call center agent requires several soft skills to see the best results, like problem-solving, bilingualism, channel experience, aptitude with data, and more.
  • HandleTime – This customer service metric measures the length of a customer’s call.
  • ServiceLevel – The call center service level is defined as the percentage of calls answered within a predefined amount of time—the target time threshold. It can be measured over any period of time (such as 30 minutes, 1 hour, 1 day, or 1 week) and for each agent, team, department, or the company as a whole.
  • WorkStates – This specifies what state an agent is in. For example, an agent in an available state is available to handle calls from an ACD queue. An agent can have several states with respect to different ACD devices, or they can use a single state to describe their relationship to all ACD devices. Agent states are reported in agent-state events.
  • WaitingTime – This is the average time an inbound call spends waiting in the queue or waiting for a callback if that feature is active in your IVR system.
  • EventTime – This is the time when the call center stream is sent (via the KDG in this post).

The following fact payload is used in the KDG to generate sample fact data:

{
"AgentId" : {{random.number(
{
"min":2001,
"max":2005
}
)}},
"OrgID" : {{random.number(
{
"min":101,
"max":105
}
)}},
"QueueId" : {{random.number(
{
"min":1,
"max":5
}
)}},
"WorkMode" : "{{random.arrayElement(
["TACW","ACW","AUX"]
)}}",
"WorkSkill": "{{random.arrayElement(
["Problem Solving","Bilingualism","Channel experience","Aptitude with data"]
)}}",
"HandleTime": {{random.number(
{
"min":1,
"max":150
}
)}},
"ServiceLevel":"{{random.arrayElement(
["Sev1","Sev2","Sev3"]
)}}",
"WorkSates": "{{random.arrayElement(
["Unavailable","Available","On a call"]
)}}",
"WaitingTime": {{random.number(
{
"min":10,
"max":150
}
)}},
"EventTime":"{{date.utc("YYYY-MM-DDTHH:mm:ss")}}"
}

The following screenshot shows the output of the sample fact data in an Amazon Managed Service for Apache Flink notebook.

The second dataset is dimension data. This data contains metadata information like organization names for their respective organization IDs, agent names, and more. The frequency of the dimension dataset is twice a day, whereas the fact dataset gets loaded in every 15 seconds. In this post, we use Amazon Simple Storage Service (Amazon S3) as a data storage layer to store metadata information (Amazon DynamoDB can be used to store metadata information as well). We use AWS Lambda to load metadata from Amazon S3 to another Kinesis data stream that stores metadata information. The following JSON file stored in Amazon S3 has metadata mappings to be loaded into the Kinesis data stream:

[{"OrgID": 101,"OrgName" : "Care Hub","Region" : "APAC"},
{"OrgID" : 102,"OrgName" : "Prem Hub","Region" : "AMER"},
{"OrgID" : 103,"OrgName" : "IT Hub","Region" : "EMEA"},
{"OrgID" : 104,"OrgName" : "Help Hub","Region" : "EMEA"},
{"OrgID" : 105,"OrgName" : "Allied Hub","Region" : "LATAM"}]

Ingest data from streaming data sources to Kinesis Data Streams

To start ingesting your data, complete the following steps:

  1. Create two Kinesis data streams for the fact and dimension datasets, as shown in the following screenshot. For instructions, refer to Creating a Stream via the AWS Management Console.

  1. Create a Lambda function on the Lambda console to load metadata files from Amazon S3 to Kinesis Data Streams. Use the following code:
    import boto3
    import json
    
    # Create S3 object
    s3_client = boto3.client("s3")
    S3_BUCKET = '<S3 Bucket Name>'
    kinesis_client = boto3.client("kinesis")
    stream_name = '<Kinesis Stream Name>'
        
    def lambda_handler(event, context):
      
      # Read Metadata file on Amazon S3
      object_key = "<S3 File Name.json>"  
      file_content = s3_client.get_object(
          Bucket=S3_BUCKET, Key=object_key)["Body"].read()
      
      #Decode the S3 object to json
      decoded_data = file_content.decode("utf-8").replace("'", '"')
      json_data = json.dumps(decoded_data)
      
      #Upload json data to Kinesis data stream
      partition_key = 'OrgID'
      for record in json_data:
        response = kinesis_client.put_record(
          StreamName=stream_name,
          Data=json.dumps(record),
          PartitionKey=partition_key)

Use managed Apache Zeppelin notebooks with Amazon Managed Service for Apache Flink Studio to transform the streaming data

The next step is to create tables in Amazon Managed Service for Apache Flink Studio for further transformations (joins, aggregations, and so on). To set up and query Kinesis Data Streams using Amazon Managed Service for Apache Flink Studio, refer to Query your data streams interactively using Amazon Managed Service for Apache Flink Studio and Python and create an Amazon Managed Service for Apache Flink notebook. Then complete the following steps:

  1. In the Amazon Managed Service for Apache Flink Studio notebook, create a fact table from the facts data stream you created earlier, using the following query.

The event time attribute is defined using a WATERMARK statement in the CREATE table DDL. A WATERMARK statement defines a watermark generation expression on an existing event time field, which marks the event time field as the event time attribute.

The event time refers to the processing of streaming data based on timestamps that are attached to each row. The timestamps can encode when an event happened. Processing time (PROCTime) refers to the machine’s system time that is running the respective operation.

%flink.ssql
CREATE TABLE <Fact Table Name> (
AgentId INT,
OrgID INT,
QueueId BIGINT,
WorkMode VARCHAR,
WorkSkill VARCHAR,
HandleTime INT,
ServiceLevel VARCHAR,
WorkSates VARCHAR,
WaitingTime INT,
EventTime TIMESTAMP(3),
WATERMARK FOR EventTime AS EventTime - INTERVAL '4' SECOND
)
WITH (
'connector' = 'kinesis',
'stream' = '<fact stream name>',
'aws.region' = '<AWS region ex. us-east-1>',
'scan.stream.initpos' = 'LATEST',
'format' = 'json',
'json.timestamp-format.standard' = 'ISO-8601'
);

  1. Create a dimension table in the Amazon Managed Service for Apache Flink Studio notebook that uses the metadata Kinesis data stream:
    %flink.ssql
    CREATE TABLE <Metadata Table Name> (
    AgentId INT,
    AgentName VARCHAR,
    OrgID INT,
    OrgName VARCHAR,
    update_time as CURRENT_TIMESTAMP,
    WATERMARK FOR update_time AS update_time
    )
    WITH (
    'connector' = 'kinesis',
    'stream' = '<Metadata Stream Name>',
    'aws.region' = '<AWS region ex. us-east-1> ',
    'scan.stream.initpos' = 'LATEST',
    'format' = 'json',
    'json.timestamp-format.standard' = 'ISO-8601'
    );

  1. Create a versioned view to extract the latest version of metadata table values to be joined with the facts table:
    %flink.ssql(type=update)
    CREATE VIEW versioned_metadata AS 
    SELECT OrgID,OrgName
      FROM (
          SELECT *,
          ROW_NUMBER() OVER (PARTITION BY OrgID
             ORDER BY update_time DESC) AS rownum 
          FROM <Metadata Table>)
    WHERE rownum = 1;

  1. Join the facts and versioned metadata table on orgID and create a view that provides the total calls in the queue in each organization in a span of every 5 seconds, for further reporting. Additionally, create a tumble window of 5 seconds to receive the final output in every 5 seconds. See the following code:
    %flink.ssql(type=update)
    
    CREATE VIEW joined_view AS
    SELECT streamtable.window_start, streamtable.window_end,metadata.OrgName,streamtable.CallsInQueue
    FROM
    (SELECT window_start, window_end, OrgID, count(QueueId) as CallsInQueue
      FROM TABLE(
        TUMBLE( TABLE <Fact Table Name>, DESCRIPTOR(EventTime), INTERVAL '5' SECOND))
      GROUP BY window_start, window_end, OrgID) as streamtable
    JOIN
        <Metadata table name> metadata
        ON metadata.OrgID = streamtable.OrgID

  1. Now you can run the following query from the view you created and see the results in the notebook:
%flink.ssql(type=update)

SELECT jv.window_end, jv.CallsInQueue, jv.window_start, jv.OrgName
FROM joined_view jv where jv.OrgName = ‘Prem Hub’ ;

Visualize KPIs of call center performance in near-real time through OpenSearch Dashboards

You can publish the metrics generated within Amazon Managed Service for Apache Flink Studio to OpenSearch Service and visualize metrics in near-real time by creating a call center performance dashboard, as shown in the following example. Refer to Stream the data and validate output to configure OpenSearch Dashboards with Amazon Managed Service for Apache Flink. After you configure the connector, you can run the following command from the notebook to create an index in an OpenSearch Service cluster.

%flink.ssql(type=update)

drop table if exists active_call_queue;
CREATE TABLE active_call_queue (
window_start TIMESTAMP,
window_end TIMESTAMP,
OrgID int,
OrgName varchar,
CallsInQueue BIGINT,
Agent_cnt bigint,
max_handle_time bigint,
min_handle_time bigint,
max_wait_time bigint,
min_wait_time bigint
) WITH (
‘connector’ = ‘elasticsearch-7’,
‘hosts’ = ‘<Amazon OpenSearch host name>’,
‘index’ = ‘active_call_queue’,
‘username’ = ‘<username>’,
‘password’ = ‘<password>’
);

The active_call_queue index is created in OpenSearch Service. The following screenshot shows an index pattern from OpenSearch Dashboards.

Now you can create visualizations in OpenSearch Dashboards. The following screenshot shows an example.

Conclusion

In this post, we discussed ways to modernize a legacy, on-premises, real-time analytics architecture and build a serverless data analytics solution on AWS using Amazon Managed Service for Apache Flink. We also discussed challenges with relational databases when used for real-time analytics and ways to mitigate them by modernizing the architecture with serverless AWS solutions.

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


About the Authors

Bhupesh Sharma is a Senior Data Engineer with AWS. His role is helping customers architect highly-available, high-performance, and cost-effective data analytics solutions to empower customers with data-driven decision-making. In his free time, he enjoys playing musical instruments, road biking, and swimming.

Devika Singh is a Senior Data Engineer at Amazon, with deep understanding of AWS services, architecture, and cloud-based best practices. With her expertise in data analytics and AWS cloud migrations, she provides technical guidance to the community, on architecting and building a cost-effective, secure and scalable solution, that is driven by business needs. Beyond her professional pursuits, she is passionate about classical music and travel.

Blue/Green deployments using AWS CDK Pipelines and AWS CodeDeploy

Post Syndicated from Luiz Decaro original https://aws.amazon.com/blogs/devops/blue-green-deployments-using-aws-cdk-pipelines-and-aws-codedeploy/

Customers often ask for help with implementing Blue/Green deployments to Amazon Elastic Container Service (Amazon ECS) using AWS CodeDeploy. Their use cases usually involve cross-Region and cross-account deployment scenarios. These requirements are challenging enough on their own, but in addition to those, there are specific design decisions that need to be considered when using CodeDeploy. These include how to configure CodeDeploy, when and how to create CodeDeploy resources (such as Application and Deployment Group), and how to write code that can be used to deploy to any combination of account and Region.

Today, I will discuss those design decisions in detail and how to use CDK Pipelines to implement a self-mutating pipeline that deploys services to Amazon ECS in cross-account and cross-Region scenarios. At the end of this blog post, I also introduce a demo application, available in Java, that follows best practices for developing and deploying cloud infrastructure using AWS Cloud Development Kit (AWS CDK).

The Pipeline

CDK Pipelines is an opinionated construct library used for building pipelines with different deployment engines. It abstracts implementation details that developers or infrastructure engineers need to solve when implementing a cross-Region or cross-account pipeline. For example, in cross-Region scenarios, AWS CloudFormation needs artifacts to be replicated to the target Region. For that reason, AWS Key Management Service (AWS KMS) keys, an Amazon Simple Storage Service (Amazon S3) bucket, and policies need to be created for the secondary Region. This enables artifacts to be moved from one Region to another. In cross-account scenarios, CodeDeploy requires a cross-account role with access to the KMS key used to encrypt configuration files. This is the sort of detail that our customers want to avoid dealing with manually.

AWS CodeDeploy is a deployment service that automates application deployment across different scenarios. It deploys to Amazon EC2 instances, On-Premises instances, serverless Lambda functions, or Amazon ECS services. It integrates with AWS Identity and Access Management (AWS IAM), to implement access control to deploy or re-deploy old versions of an application. In the Blue/Green deployment type, it is possible to automate the rollback of a deployment using Amazon CloudWatch Alarms.

CDK Pipelines was designed to automate AWS CloudFormation deployments. Using AWS CDK, these CloudFormation deployments may include deploying application software to instances or containers. However, some customers prefer using CodeDeploy to deploy application software. In this blog post, CDK Pipelines will deploy using CodeDeploy instead of CloudFormation.

A pipeline build with CDK Pipelines that deploys to Amazon ECS using AWS CodeDeploy. It contains at least 5 stages: Source, Build, UpdatePipeline, Assets and at least one Deployment stage.

Design Considerations

In this post, I’m considering the use of CDK Pipelines to implement different use cases for deploying a service to any combination of accounts (single-account & cross-account) and regions (single-Region & cross-Region) using CodeDeploy. More specifically, there are four problems that need to be solved:

CodeDeploy Configuration

The most popular options for implementing a Blue/Green deployment type using CodeDeploy are using CloudFormation Hooks or using a CodeDeploy construct. I decided to operate CodeDeploy using its configuration files. This is a flexible design that doesn’t rely on using custom resources, which is another technique customers have used to solve this problem. On each run, a pipeline pushes a container to a repository on Amazon Elastic Container Registry (ECR) and creates a tag. CodeDeploy needs that information to deploy the container.

I recommend creating a pipeline action to scan the AWS CDK cloud assembly and retrieve the repository and tag information. The same action can create the CodeDeploy configuration files. Three configuration files are required to configure CodeDeploy: appspec.yaml, taskdef.json and imageDetail.json. This pipeline action should be executed before the CodeDeploy deployment action. I recommend creating template files for appspec.yaml and taskdef.json. The following script can be used to implement the pipeline action:

##
#!/bin/sh
#
# Action Configure AWS CodeDeploy
# It customizes the files template-appspec.yaml and template-taskdef.json to the environment
#
# Account = The target Account Id
# AppName = Name of the application
# StageName = Name of the stage
# Region = Name of the region (us-east-1, us-east-2)
# PipelineId = Id of the pipeline
# ServiceName = Name of the service. It will be used to define the role and the task definition name
#
# Primary output directory is codedeploy/. All the 3 files created (appspec.json, imageDetail.json and 
# taskDef.json) will be located inside the codedeploy/ directory
#
##
Account=$1
Region=$2
AppName=$3
StageName=$4
PipelineId=$5
ServiceName=$6
repo_name=$(cat assembly*$PipelineId-$StageName/*.assets.json | jq -r '.dockerImages[] | .destinations[] | .repositoryName' | head -1) 
tag_name=$(cat assembly*$PipelineId-$StageName/*.assets.json | jq -r '.dockerImages | to_entries[0].key')  
echo ${repo_name} 
echo ${tag_name} 
printf '{"ImageURI":"%s"}' "$Account.dkr.ecr.$Region.amazonaws.com/${repo_name}:${tag_name}" > codedeploy/imageDetail.json                     
sed 's#APPLICATION#'$AppName'#g' codedeploy/template-appspec.yaml > codedeploy/appspec.yaml 
sed 's#APPLICATION#'$AppName'#g' codedeploy/template-taskdef.json | sed 's#TASK_EXEC_ROLE#arn:aws:iam::'$Account':role/'$ServiceName'#g' | sed 's#fargate-task-definition#'$ServiceName'#g' > codedeploy/taskdef.json 
cat codedeploy/appspec.yaml
cat codedeploy/taskdef.json
cat codedeploy/imageDetail.json

Using a Toolchain

A good strategy is to encapsulate the pipeline inside a Toolchain to abstract how to deploy to different accounts and regions. This helps decoupling clients from the details such as how the pipeline is created, how CodeDeploy is configured, and how cross-account and cross-Region deployments are implemented. To create the pipeline, deploy a Toolchain stack. Out-of-the-box, it allows different environments to be added as needed. Depending on the requirements, the pipeline may be customized to reflect the different stages or waves that different components might require. For more information, please refer to our best practices on how to automate safe, hands-off deployments and its reference implementation.

In detail, the Toolchain stack follows the builder pattern used throughout the CDK for Java. This is a convenience that allows complex objects to be created using a single statement:

 Toolchain.Builder.create(app, Constants.APP_NAME+"Toolchain")
        .stackProperties(StackProps.builder()
                .env(Environment.builder()
                        .account(Demo.TOOLCHAIN_ACCOUNT)
                        .region(Demo.TOOLCHAIN_REGION)
                        .build())
                .build())
        .setGitRepo(Demo.CODECOMMIT_REPO)
        .setGitBranch(Demo.CODECOMMIT_BRANCH)
        .addStage(
                "UAT",
                EcsDeploymentConfig.CANARY_10_PERCENT_5_MINUTES,
                Environment.builder()
                        .account(Demo.SERVICE_ACCOUNT)
                        .region(Demo.SERVICE_REGION)
                        .build())                                                                                                             
        .build();

In the statement above, the continuous deployment pipeline is created in the TOOLCHAIN_ACCOUNT and TOOLCHAIN_REGION. It implements a stage that builds the source code and creates the Java archive (JAR) using Apache Maven.  The pipeline then creates a Docker image containing the JAR file.

The UAT stage will deploy the service to the SERVICE_ACCOUNT and SERVICE_REGION using the deployment configuration CANARY_10_PERCENT_5_MINUTES. This means 10 percent of the traffic is shifted in the first increment and the remaining 90 percent is deployed 5 minutes later.

To create additional deployment stages, you need a stage name, a CodeDeploy deployment configuration and an environment where it should deploy the service. As mentioned, the pipeline is, by default, a self-mutating pipeline. For example, to add a Prod stage, update the code that creates the Toolchain object and submit this change to the code repository. The pipeline will run and update itself adding a Prod stage after the UAT stage. Next, I show in detail the statement used to add a new Prod stage. The new stage deploys to the same account and Region as in the UAT environment:

... 
        .addStage(
                "Prod",
                EcsDeploymentConfig.CANARY_10_PERCENT_5_MINUTES,
                Environment.builder()
                        .account(Demo.SERVICE_ACCOUNT)
                        .region(Demo.SERVICE_REGION)
                        .build())                                                                                                                                      
        .build();

In the statement above, the Prod stage will deploy new versions of the service using a CodeDeploy deployment configuration CANARY_10_PERCENT_5_MINUTES. It means that 10 percent of traffic is shifted in the first increment of 5 minutes. Then, it shifts the rest of the traffic to the new version of the application. Please refer to Organizing Your AWS Environment Using Multiple Accounts whitepaper for best-practices on how to isolate and manage your business applications.

Some customers might find this approach interesting and decide to provide this as an abstraction to their application development teams. In this case, I advise creating a construct that builds such a pipeline. Using a construct would allow for further customization. Examples are stages that promote quality assurance or deploy the service in a disaster recovery scenario.

The implementation creates a stack for the toolchain and another stack for each deployment stage. As an example, consider a toolchain created with a single deployment stage named UAT. After running successfully, the DemoToolchain and DemoService-UAT stacks should be created as in the next image:

Two stacks are needed to create a Pipeline that deploys to a single environment. One stack deploys the Toolchain with the Pipeline and another stack deploys the Service compute infrastructure and CodeDeploy Application and DeploymentGroup. In this example, for an application named Demo that deploys to an environment named UAT, the stacks deployed are: DemoToolchain and DemoService-UAT

CodeDeploy Application and Deployment Group

CodeDeploy configuration requires an application and a deployment group. Depending on the use case, you need to create these in the same or in a different account from the toolchain (pipeline). The pipeline includes the CodeDeploy deployment action that performs the blue/green deployment. My recommendation is to create the CodeDeploy application and deployment group as part of the Service stack. This approach allows to align the lifecycle of CodeDeploy application and deployment group with the related Service stack instance.

CodePipeline allows to create a CodeDeploy deployment action that references a non-existing CodeDeploy application and deployment group. This allows us to implement the following approach:

  • Toolchain stack deploys the pipeline with CodeDeploy deployment action referencing a non-existing CodeDeploy application and deployment group
  • When the pipeline executes, it first deploys the Service stack that creates the related CodeDeploy application and deployment group
  • The next pipeline action executes the CodeDeploy deployment action. When the pipeline executes the CodeDeploy deployment action, the related CodeDeploy application and deployment will already exist.

Below is the pipeline code that references the (initially non-existing) CodeDeploy application and deployment group.

private IEcsDeploymentGroup referenceCodeDeployDeploymentGroup(
        final Environment env, 
        final String serviceName, 
        final IEcsDeploymentConfig ecsDeploymentConfig, 
        final String stageName) {

    IEcsApplication codeDeployApp = EcsApplication.fromEcsApplicationArn(
            this,
            Constants.APP_NAME + "EcsCodeDeployApp-"+stageName,
            Arn.format(ArnComponents.builder()
                    .arnFormat(ArnFormat.COLON_RESOURCE_NAME)
                    .partition("aws")
                    .region(env.getRegion())
                    .service("codedeploy")
                    .account(env.getAccount())
                    .resource("application")
                    .resourceName(serviceName)
                    .build()));

    IEcsDeploymentGroup deploymentGroup = EcsDeploymentGroup.fromEcsDeploymentGroupAttributes(
            this,
            Constants.APP_NAME + "-EcsCodeDeployDG-"+stageName,
            EcsDeploymentGroupAttributes.builder()
                    .deploymentGroupName(serviceName)
                    .application(codeDeployApp)
                    .deploymentConfig(ecsDeploymentConfig)
                    .build());

    return deploymentGroup;
}

To make this work, you should use the same application name and deployment group name values when creating the CodeDeploy deployment action in the pipeline and when creating the CodeDeploy application and deployment group in the Service stack (where the Amazon ECS infrastructure is deployed). This approach is necessary to avoid a circular dependency error when trying to create the CodeDeploy application and deployment group inside the Service stack and reference these objects to configure the CodeDeploy deployment action inside the pipeline. Below is the code that uses Service stack construct ID to name the CodeDeploy application and deployment group. I set the Service stack construct ID to the same name I used when creating the CodeDeploy deployment action in the pipeline.

   // configure AWS CodeDeploy Application and DeploymentGroup
   EcsApplication app = EcsApplication.Builder.create(this, "BlueGreenApplication")
           .applicationName(id)
           .build();

   EcsDeploymentGroup.Builder.create(this, "BlueGreenDeploymentGroup")
           .deploymentGroupName(id)
           .application(app)
           .service(albService.getService())
           .role(createCodeDeployExecutionRole(id))
           .blueGreenDeploymentConfig(EcsBlueGreenDeploymentConfig.builder()
                   .blueTargetGroup(albService.getTargetGroup())
                   .greenTargetGroup(tgGreen)
                   .listener(albService.getListener())
                   .testListener(listenerGreen)
                   .terminationWaitTime(Duration.minutes(15))
                   .build())
           .deploymentConfig(deploymentConfig)
           .build();

CDK Pipelines roles and permissions

CDK Pipelines creates roles and permissions the pipeline uses to execute deployments in different scenarios of regions and accounts. When using CodeDeploy in cross-account scenarios, CDK Pipelines deploys a cross-account support stack that creates a pipeline action role for the CodeDeploy action. This cross-account support stack is defined in a JSON file that needs to be published to the AWS CDK assets bucket in the target account. If the pipeline has the self-mutation feature on (default), the UpdatePipeline stage will do a cdk deploy to deploy changes to the pipeline. In cross-account scenarios, this deployment also involves deploying/updating the cross-account support stack. For this, the SelfMutate action in UpdatePipeline stage needs to assume CDK file-publishing and a deploy roles in the remote account.

The IAM role associated with the AWS CodeBuild project that runs the UpdatePipeline stage does not have these permissions by default. CDK Pipelines cannot grant these permissions automatically, because the information about the permissions that the cross-account stack needs is only available after the AWS CDK app finishes synthesizing. At that point, the permissions that the pipeline has are already locked-in­­. Hence, for cross-account scenarios, the toolchain should extend the permissions of the pipeline’s UpdatePipeline stage to include the file-publishing and deploy roles.

In cross-account environments it is possible to manually add these permissions to the UpdatePipeline stage. To accomplish that, the Toolchain stack may be used to hide this sort of implementation detail. In the end, a method like the one below can be used to add these missing permissions. For each different mapping of stage and environment in the pipeline it validates if the target account is different than the account where the pipeline is deployed. When the criteria is met, it should grant permission to the UpdatePipeline stage to assume CDK bootstrap roles (tagged using key aws-cdk:bootstrap-role) in the target account (with the tag value as file-publishing or deploy). The example below shows how to add permissions to the UpdatePipeline stage:

private void grantUpdatePipelineCrossAccoutPermissions(Map<String, Environment> stageNameEnvironment) {

    if (!stageNameEnvironment.isEmpty()) {

        this.pipeline.buildPipeline();
        for (String stage : stageNameEnvironment.keySet()) {

            HashMap<String, String[]> condition = new HashMap<>();
            condition.put(
                    "iam:ResourceTag/aws-cdk:bootstrap-role",
                    new String[] {"file-publishing", "deploy"});
            pipeline.getSelfMutationProject()
                    .getRole()
                    .addToPrincipalPolicy(PolicyStatement.Builder.create()
                            .actions(Arrays.asList("sts:AssumeRole"))
                            .effect(Effect.ALLOW)
                            .resources(Arrays.asList("arn:*:iam::"
                                    + stageNameEnvironment.get(stage).getAccount() + ":role/*"))
                            .conditions(new HashMap<String, Object>() {{
                                    put("ForAnyValue:StringEquals", condition);
                            }})
                            .build());
        }
    }
}

The Deployment Stage

Let’s consider a pipeline that has a single deployment stage, UAT. The UAT stage deploys a DemoService. For that, it requires four actions: DemoService-UAT (Prepare and Deploy), ConfigureBlueGreenDeploy and Deploy.

When using CodeDeploy the deployment stage is expected to have four actions: two actions to create CloudFormation change set and deploy the ECS or compute infrastructure, an action to configure CodeDeploy and the last action that deploys the application using CodeDeploy. In the diagram, these are (in the diagram in the respective order): DemoService-UAT.Prepare and DemoService-UAT.Deploy, ConfigureBlueGreenDeploy and Deploy.

The
DemoService-UAT.Deploy action will create the ECS resources and the CodeDeploy application and deployment group. The
ConfigureBlueGreenDeploy action will read the AWS CDK
cloud assembly. It uses the configuration files to identify the Amazon Elastic Container Registry (Amazon ECR) repository and the container image tag pushed. The pipeline will send this information to the
Deploy action.  The
Deploy action starts the deployment using CodeDeploy.

Solution Overview

As a convenience, I created an application, written in Java, that solves all these challenges and can be used as an example. The application deployment follows the same 5 steps for all deployment scenarios of account and Region, and this includes the scenarios represented in the following design:

A pipeline created by a Toolchain should be able to deploy to any combination of accounts and regions. This includes four scenarios: single-account and single-Region, single-account and cross-Region, cross-account and single-Region and cross-account and cross-Region

Conclusion

In this post, I identified, explained and solved challenges associated with the creation of a pipeline that deploys a service to Amazon ECS using CodeDeploy in different combinations of accounts and regions. I also introduced a demo application that implements these recommendations. The sample code can be extended to implement more elaborate scenarios. These scenarios might include automated testing, automated deployment rollbacks, or disaster recovery. I wish you success in your transformative journey.

Luiz Decaro

Luiz is a Principal Solutions architect at Amazon Web Services (AWS). He focuses on helping customers from the Financial Services Industry succeed in the cloud. Luiz holds a master’s in software engineering and he triggered his first continuous deployment pipeline in 2005.

Automate legacy ETL conversion to AWS Glue using Cognizant Data and Intelligence Toolkit (CDIT) – ETL Conversion Tool

Post Syndicated from Deepak Singh original https://aws.amazon.com/blogs/big-data/automate-legacy-etl-conversion-to-aws-glue-using-cognizant-data-and-intelligence-toolkit-cdit-etl-conversion-tool/

This blog post is co-written with Govind Mohan and Kausik Dhar from Cognizant. 

Migrating on-premises data warehouses to the cloud is no longer viewed as an option but a necessity for companies to save cost and take advantage of what the latest technology has to offer. Although we have seen a lot of focus toward migrating data from legacy data warehouses to the cloud and multiple tools to support this initiative, data is only part of the journey. Successful migration of legacy extract, transform, and load (ETL) processes that acquire, enrich, and transform the data plays a key role in the success of any end-to-end data warehouse migration to the cloud.

The traditional approach of manually rewriting a large number of ETL processes to cloud-native technologies like AWS Glue is time consuming and can be prone to human error. Cognizant Data & Intelligence Toolkit (CDIT) – ETL Conversion Tool automates this process, bringing in more predictability and accuracy, eliminating the risk associated with manual conversion, and providing faster time to market for customers.

Cognizant is an AWS Premier Tier Services Partner with several AWS Competencies. With its industry-based, consultative approach, Cognizant helps clients envision, build, and run more innovative and efficient businesses.

In this post, we describe how Cognizant’s Data & Intelligence Toolkit (CDIT)- ETL Conversion Tool can help you automatically convert legacy ETL code to AWS Glue quickly and effectively. We also describe the main steps involved, the supported features, and their benefits.

Solution overview

Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool automates conversion of ETL pipelines and orchestration code from legacy tools to AWS Glue and AWS Step Functions and eliminates the manual processes involved in a customer’s ETL cloud migration journey.

It comes with an intuitive user interface (UI). You can use these accelerators by selecting the source and target ETL tool for conversion and then uploading an XML file of the ETL mapping to be converted as input.

The tool also supports continuous monitoring of the overall progress, and alerting mechanisms are in place in the event of any failures, errors, or operational issues.

Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool internally uses many native AWS services, such as Amazon Simple Storage Service (Amazon S3) and Amazon Relational Database Service (Amazon RDS) for storage and metadata management; Amazon Elastic Compute Cloud (Amazon EC2) and AWS Lambda for processing; Amazon CloudWatch, AWS Key Management Service (AWS KMS), and AWS IAM Identity Center (successor to AWS Single Sign-On) for monitoring and security; and AWS CloudFormation for infrastructure management. The following diagram illustrates this architecture.

How to use CDIT: ETL Conversion Tool for ETL migration.

Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool supports the following legacy ETL tools as source and supports generating corresponding AWS Glue ETL scripts in both Python and Scala:

  • Informatica
  • DataStage
  • SSIS
  • Talend

Let’s look at the migration steps in more detail.

Assess the legacy ETL process

Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool enables you to assess in bulk the potential automation percentage and complexity of a set of ETL jobs and workflows that are in scope for migration to AWS Glue. The assessment option helps you understand what kind of saving can be achieved using Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool, the complexity of the ETL mappings, and the extent of manual conversion needed, if any. You can upload a single ETL mapping or a folder containing multiple ETL mappings as input for assessment and generate an assessment report, as shown in the following figure.

Convert the ETL code to AWS Glue

To convert legacy ETL code, you upload the XML file of the ETL mapping as input to the tool. User inputs are stored in the internal metadata repository of the tool and Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool parses these XML input files and breaks them down to a patented canonical model, which is then forward engineered into the target AWS Glue scripts in Python or Scala. The following screenshot shows an example of the Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool GUI and Output Console pane.

If any part of the input ETL job couldn’t be converted completely to the equivalent AWS Glue script, it’s tagged between comment lines in the output so that it can be manually fixed.

Convert the workflow to Step Functions

The next logical step after converting the legacy ETL jobs is to orchestrate the run of these jobs in the logical order. Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool lets you automate the conversion of on-premises ETL workflows by converting them to corresponding Step Functions workflows. The following figure illustrates a sample input Informatica workflow.

Workflow conversion follows the similar pattern as that of the ETL mapping. XML files for ETL workflows are uploaded as input and Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool it generates the equivalent Step Functions JSON file based on the input XML file data.

Benefits of using Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool

The following are the key benefits of using Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool to automate legacy ETL conversion:

  • Cost reduction – You can reduce the overall migration effort by as much as 80% by automating the conversion of ETL and workflows to AWS Glue and Step Functions
  • Better planning and implementation – You can assess the ETL scope and determine automation percentage, complexity, and unsupported patterns before the start of the project, resulting in accurate estimation and timelines
  • Completeness – Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool offers one solution with support for multiple legacy ETL tools like Informatica, DataStage, Talend, and more.
  • Improved customer experience – You can achieve migration goals seamlessly without errors caused by manual conversion and with high automation percentage

Case study: Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool proposed implementation

A large US-based insurance and annuities company wanted to migrate their legacy ETL process in Informatica to AWS Glue as part of their cloud migration strategy.

As part of this engagement, Cognizant helped the customer successfully migrate their Informatica based data acquisition and integration ETL jobs and workflows to AWS. A proof of concept (PoC) using Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool was completed first to showcase and validate automation capabilities.

Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool was used to automate the conversion of over 300 Informatica mappings and workflows to equivalent AWS Glue jobs and Step Functions workflows, respectively. As a result, the customer was able to migrate all legacy ETL code to AWS as planned and retire the legacy application.

The following are key highlights from this engagement:

  • Migration of over 300 legacy Informatica ETL jobs to AWS Glue
  • Automated conversion of over 6,000 transformations from legacy ETL to AWS Glue
  • 85% automation achieved using CDIT: ETL Conversion Tool
  • The customer saved licensing fees and retired their legacy application as planned

Conclusion

In this post, we discussed how migrating legacy ETL processes to the cloud is critical to the success of a cloud migration journey. Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool enables you to perform an assessment of the existing ETL process to derive complexity and automation percentage for better estimation and planning. We also discussed the ETL technologies supported by Cognizant Data & Intelligence Toolkit (CDIT): ETL Conversion Tool and how ETL jobs can be converted to corresponding AWS Glue scripts. Lastly, we demonstrated how to use existing ETL workflows to automatically generate corresponding Step Functions orchestration jobs.

To learn more, please reach out to Cognizant.


About the Authors

Deepak Singh is a Senior Solutions Architect at Amazon Web Services with 20+ years of experience in Data & AIA. He enjoys working with AWS partners and customers on building scalable analytical solutions for their business outcomes. When not at work, he loves spending time with family or exploring new technologies in analytics and AI space.

Piyush Patra is a Partner Solutions Architect at Amazon Web Services where he supports partners with their Analytics journeys and is the global lead for strategic Data Estate Modernization and Migration partner programs.

Govind Mohan is an Associate Director with Cognizant with over 18 year of experience in data and analytics space, he has helped design and implement multiple large-scale data migration, application lift & shift and legacy modernization projects and works closely with customers in accelerating the cloud modernization journey leveraging Cognizant Data and Intelligence Toolkit (CDIT) platform.

Kausik Dhar is a technology leader having more than 23 years of IT experience – primarily focused on Data & Analytics, Data Modernization, Application Development, Delivery Management, and Solution Architecture. He has played a pivotal role in guiding clients through the designing and executing large-scale data and process migrations, in addition to spearheading successful cloud implementations. Kausik possesses expertise in formulating migration strategies for complex programs and adeptly constructing data lake/Lakehouse architecture employing a wide array of tools and technologies.

Stitch Fix seamless migration: Transitioning from self-managed Kafka to Amazon MSK

Post Syndicated from Karthik Kondamudi original https://aws.amazon.com/blogs/big-data/stitch-fix-seamless-migration-transitioning-from-self-managed-kafka-to-amazon-msk/

This post is co-written with Karthik Kondamudi and Jenny Thompson from Stitch Fix.

Stitch Fix is a personalized clothing styling service for men, women, and kids. At Stitch Fix, we have been powered by data science since its foundation and rely on many modern data lake and data processing technologies. In our infrastructure, Apache Kafka has emerged as a powerful tool for managing event streams and facilitating real-time data processing. At Stitch Fix, we have used Kafka extensively as part of our data infrastructure to support various needs across the business for over six years. Kafka plays a central role in the Stitch Fix efforts to overhaul its event delivery infrastructure and build a self-service data integration platform.

If you’d like to know more background about how we use Kafka at Stitch Fix, please refer to our previously published blog post, Putting the Power of Kafka into the Hands of Data Scientists. This post includes much more information on business use cases, architecture diagrams, and technical infrastructure.

In this post, we will describe how and why we decided to migrate from self-managed Kafka to Amazon Managed Streaming for Apache Kafka (Amazon MSK). We’ll start with an overview of our self-managed Kafka, why we chose to migrate to Amazon MSK, and ultimately how we did it.

  1. Kafka clusters overview
  2. Why migrate to Amazon MSK
  3. How we migrated to Amazon MSK
  4. Navigating challenges and lessons learned
  5. Conclusion

Kafka Clusters Overview

At Stitch Fix, we rely on several different Kafka clusters dedicated to specific purposes. This allows us to scale these clusters independently and apply more stringent SLAs and message delivery guarantees per cluster. This also reduces overall risk by minimizing the impact of changes and upgrades and allows us to isolate and fix any issues that occur within a single cluster.

Our main Kafka cluster serves as the backbone of our data infrastructure. It handles a multitude of critical functions, including managing business events, facilitating microservice communication, supporting feature generation for machine learning workflows, and much more. The stability, reliability, and performance of this cluster are of utmost importance to our operations.

Our logging cluster plays a vital role in our data infrastructure. It serves as a centralized repository for various application logs, including web server logs and Nginx server logs. These logs provide valuable insights for monitoring and troubleshooting purposes. The logging cluster ensures smooth operations and efficient analysis of log data.

Why migrate to Amazon MSK

In the past six years, our data infrastructure team has diligently managed our Kafka clusters. While our team has acquired extensive knowledge in maintaining Kafka, we have also faced challenges such as rolling deployments for version upgrades, applying OS patches, and the overall operational overhead.

At Stitch Fix, our engineers thrive on creating new features and expanding our service offerings to delight our customers. However, we recognized that allocating significant resources to Kafka maintenance was taking away precious time from innovation. To overcome this challenge, we set out to find a managed service provider that could handle maintenance tasks like upgrades and patching while granting us complete control over cluster operations, including partition management and rebalancing. We also sought an effortless scaling solution for storage volumes, keeping our costs in check while being ready to accommodate future growth.

After thorough evaluation of multiple options, we found the perfect match in Amazon MSK because it allows us to offload cluster maintenance to the highly skilled Amazon engineers. With Amazon MSK in place, our teams can now focus their energy on developing innovative applications unique and valuable to Stitch Fix, instead of getting caught up in Kafka administration tasks.

Amazon MSK streamlines the process, eliminating the need for manual configurations, additional software installations, and worries about scaling. It simply works, enabling us to concentrate on delivering exceptional value to our cherished customers.

How we migrated to Amazon MSK

While planning our migration, we desired to switch specific services to Amazon MSK individually with no downtime, ensuring that only a specific subset of services would be migrated at a time. The overall infrastructure would run in a hybrid environment where some services connect to Amazon MSK and others to the existing Kafka infrastructure.

We decided to start the migration with our less critical logging cluster first and then proceed to migrating the main cluster. Although the logs are essential for monitoring and troubleshooting purposes, they hold relatively less significance to the core business operations. Additionally, the number and types of consumers and producers for the logging cluster is smaller, making it an easier choice to start with. Then, we were able to apply our learnings from the logging cluster migration to the main cluster. This deliberate choice enabled us to execute the migration process in a controlled manner, minimizing any potential disruptions to our critical systems.

Over the years, our experienced data infrastructure team has employed Apache Kafka MirrorMaker 2 (MM2) to replicate data between different Kafka clusters. Currently, we rely on MM2 to replicate data from two different production Kafka clusters. Given its proven track record within our organization, we decided to use MM2 as the primary tool for our data migration process.

The general guidance for MM2 is as follows:

  1. Begin with less critical applications.
  2. Perform active migrations.
  3. Familiarize yourself with key best practices for MM2.
  4. Implement monitoring to validate the migration.
  5. Accumulate essential insights for migrating other applications.

MM2 offers flexible deployment options, allowing it to function as a standalone cluster or be embedded within an existing Kafka Connect cluster. For our migration project, we deployed a dedicated Kafka Connect cluster operating in distributed mode.

This setup provided the scalability we needed, allowing us to easily expand the standalone cluster if necessary. Depending on specific use cases such as geoproximity, high availability (HA), or migrations, MM2 can be configured for active-active replication, active-passive replication, or both. In our case, as we migrated from self-managed Kafka to Amazon MSK, we opted for an active-passive configuration, where MirrorMaker was used for migration purposes and subsequently taken offline upon completion.

MirrorMaker configuration and replication policy

By default, MirrorMaker renames replication topics by prefixing the name of the source Kafka cluster to the destination cluster. For instance, if we replicate topic A from the source cluster “existing” to the new cluster “newkafka,” the replicated topic would be named “existing.A” in “newkafka.” However, this default behavior can be modified to maintain consistent topic names within the newly created MSK cluster.

To maintain consistent topic names in the newly created MSK cluster and avoid downstream issues, we utilized the CustomReplicationPolicy jar provided by AWS. This jar, included in our MirrorMaker setup, allowed us to replicate topics with identical names in the MSK cluster. Additionally, we utilized MirrorCheckpointConnector to synchronize consumer offsets from the source cluster to the target cluster and MirrorHeartbeatConnector to ensure connectivity between the clusters.

Monitoring and metrics

MirrorMaker comes equipped with built-in metrics to monitor replication lag and other essential parameters. We integrated these metrics into our MirrorMaker setup, exporting them to Grafana for visualization. Since we have been using Grafana to monitor other systems, we decided to use it during migration as well. This enabled us to closely monitor the replication status during the migration process. The specific metrics we monitored will be described in more detail below.

Additionally, we monitored the MirrorCheckpointConnector included with MirrorMaker, as it periodically emits checkpoints in the destination cluster. These checkpoints contained offsets for each consumer group in the source cluster, ensuring seamless synchronization between the clusters.

Network layout

At Stitch Fix, we use several virtual private clouds (VPCs) through Amazon Virtual Private Cloud (Amazon VPC) for environment isolation in each of our AWS accounts. We have been using separate production and staging VPCs since we initially started using AWS. When necessary, peering of VPCs across accounts is handled through AWS Transit Gateway. To maintain the strong isolation between environments we have been using all along, we created separate MSK clusters in their respective VPCs for production and staging environments.

Side note: It will be easier now to quickly connect Kafka clients hosted in different virtual private clouds with recently announced Amazon MSK multi-VPC private connectivity, which was not available at the time of our migration.

Migration steps: High-level overview

In this section, we outline the high-level sequence of events for the migration process.

Kafka Connect setup and MM2 deploy

First, we deployed a new Kafka Connect cluster on an Amazon Elastic Compute Cloud (Amazon EC2) cluster as an intermediary between the existing Kafka cluster and the new MSK cluster. Next, we deployed the 3 MirrorMaker connectors to this Kafka Connect cluster. Initially, this cluster was configured to mirror all the existing topics and their configurations into the destination MSK cluster. (We eventually changed this configuration to be more granular, as described in the “Navigating challenges and lessons learned” section below.)

Monitor replication progress with MM metrics

Take advantage of the JMX metrics offered by MirrorMaker to monitor the progress of data replication. In addition to comprehensive metrics, we primarily focused on key metrics, namely replication-latency-ms and checkpoint-latency-ms. These metrics provide invaluable insights into the replication status, including crucial aspects such as replication lag and checkpoint latency. By seamlessly exporting these metrics to Grafana, you gain the ability to visualize and closely track the progress of replication, ensuring the successful reproduction of both historical and new data by MirrorMaker.

Evaluate usage metrics and provisioning

Analyze the usage metrics of the new MSK cluster to ensure proper provisioning. Consider factors such as storage, throughput, and performance. If required, resize the cluster to meet the observed usage patterns. While resizing may introduce additional time to the migration process, it is a cost-effective measure in the long run.

Sync consumer offsets between source and target clusters

Ensure that consumer offsets are synchronized between the source in-house clusters and the target MSK clusters. Once the consumer offsets are in sync, redirect the consumers of the existing in-house clusters to consume data from the new MSK cluster. This step ensures a seamless transition for consumers and allows uninterrupted data flow during the migration.

Update producer applications

After confirming that all consumers are successfully consuming data from the new MSK cluster, update the producer applications to write data directly to the new cluster. This final step completes the migration process, ensuring that all data is now being written to the new MSK cluster and taking full advantage of its capabilities.

Navigating challenges and lessons learned

During our migration, we encountered three challenges that required careful attention: scalable storage, more granular configuration of replication configuration, and memory allocation.

Initially, we faced issues with auto scaling Amazon MSK storage. We learned storage auto scaling requires a 24-hour cool-off period before another scaling event can occur. We observed this when migrating the logging cluster, and we applied our learnings from this and factored in the cool-off period during production cluster migration.

Additionally, to optimize MirrorMaker replication speed, we updated the original configuration to divide the replication jobs into batches based on volume and allocated more tasks to high-volume topics.

During the initial phase, we initiated replication using a single connector to transfer all topics from the source to target clusters, encompassing a significant number of tasks. However, we encountered challenges such as increasing replication lag for high-volume topics and slower replication for specific topics. Upon careful examination of the metrics, we adopted an alternative approach by segregating high-volume topics into multiple connectors. In essence, we divided the topics into categories of high, medium, and low volumes, assigning them to respective connectors and adjusting the number of tasks based on replication latency. This strategic adjustment yielded positive outcomes, allowing us to achieve faster and more efficient data replication across the board.

Lastly, we encountered Java virtual machine heap memory exhaustion, resulting in missing metrics while running MirrorMaker replication. To address this, we increased memory allocation and restarted the MirrorMaker process.

Conclusion

Stitch Fix’s migration from self-managed Kafka to Amazon MSK has allowed us to shift our focus from maintenance tasks to delivering value for our customers. It has reduced our infrastructure costs by 40 percent and given us the confidence that we can easily scale the clusters in the future if needed. By strategically planning the migration and using Apache Kafka MirrorMaker, we achieved a seamless transition while ensuring high availability. The integration of monitoring and metrics provided valuable insights during the migration process, and Stitch Fix successfully navigated challenges along the way. The migration to Amazon MSK has empowered Stitch Fix to maximize the capabilities of Kafka while benefiting from the expertise of Amazon engineers, setting the stage for continued growth and innovation.

Further reading


About the Authors

Karthik Kondamudi is an Engineering Manager in the Data and ML Platform Group at StitchFix. His interests lie in Distributed Systems and large-scale data processing. Beyond work, he enjoys spending time with family and hiking. A dog lover, he’s also passionate about sports, particularly cricket, tennis, and football.

Jenny Thompson is a Data Platform Engineer at Stitch Fix. She works on a variety of systems for Data Scientists, and enjoys making things clean, simple, and easy to use. She also likes making pancakes and Pavlova, browsing for furniture on Craigslist, and getting rained on during picnics.

Rahul Nammireddy is a Senior Solutions Architect at AWS, focusses on guiding digital native customers through their cloud native transformation. With a passion for AI/ML technologies, he works with customers in industries such as retail and telecom, helping them innovate at a rapid pace. Throughout his 23+ years career, Rahul has held key technical leadership roles in a diverse range of companies, from startups to publicly listed organizations, showcasing his expertise as a builder and driving innovation. In his spare time, he enjoys watching football and playing cricket.

Todd McGrath is a data streaming specialist at Amazon Web Services where he advises customers on their streaming strategies, integration, architecture, and solutions. On the personal side, he enjoys watching and supporting his 3 teenagers in their preferred activities as well as following his own pursuits such as fishing, pickleball, ice hockey, and happy hour with friends and family on pontoon boats. Connect with him on LinkedIn.

Accelerate Amazon Redshift secure data use with Satori – Part 1

Post Syndicated from Jagadish Kumar original https://aws.amazon.com/blogs/big-data/accelerate-amazon-redshift-secure-data-use-with-satori-part-1/

This post is co-written by Lisa Levy, Content Specialist at Satori.

Data democratization enables users to discover and gain access to data faster, improving informed data-driven decisions and using data to generate business impact. It also increases collaboration across teams and organizations, breaking down data silos and enabling cross-functional teams to work together more effectively.

A significant barrier to data democratization is ensuring that data remains secure and compliant. The ability to search, locate, and mask sensitive data is critical for the data democratization process. Amazon Redshift provides numerous features such as role-based access control (RBAC), row-level security (RLS), column-level security (CLS), and dynamic data masking to facilitate the secure use of data.

In this two-part series, we explore how Satori, an Amazon Redshift Ready partner, can help Amazon Redshift users automate secure access to data and provide their data users with self-service data access. Satori integrates natively with both Amazon Redshift provisioned clusters and Amazon Redshift Serverless for easy setup of your Amazon Redshift data warehouse in the secure Satori portal.

In part 1, we provide detailed steps on how to integrate Satori with your Amazon Redshift data warehouse and control how data is accessed with security policies.

In part 2, we will explore how to set up self-service data access with Satori to data stored in Amazon Redshift.

Satori’s data security platform

Satori is a data security platform that enables frictionless self-service access for users with built-in security. Satori accelerates implementing data security controls on datawarehouses like Amazon Redshift, is straightforward to integrate, and doesn’t require any changes to your Amazon Redshift data, schema, or how your users interact with data.

Integrating Satori with Amazon Redshift accelerates organizations’ ability to make use of their data to generate business value. This faster time-to-value is achieved by enabling companies to manage data access more efficiently and effectively.

By using Satori with the Modern Data Architecture on AWS, you can find and get access to data using a personalized data portal, and companies can set policies such as just-in-time access to data and fine-grained access control. Additionally, all data access is audited. Satori seamlessly works with native Redshift objects, external tables that can be queried through Amazon Redshift Spectrum, as well shared database objects through Redshift data sharing.

Satori anonymizes data on the fly, based on your requirements, according to users, roles, and datasets. The masking is applied regardless of the underlying database and doesn’t require writing code or making changes to your databases, data warehouses, and data lakes. Satori continuously monitors data access, identifies the location of each dataset, and classifies the data in each column. The result is a self-populating data inventory, which also classifies the data for you and allows you to add your own customized classifications.

Satori integrates with identity providers to enrich its identity context and deliver better analytics and more accurate access control policies. Satori interacts with identity providers either via API or by using the SAML protocol. Satori also integrates with business intelligence (BI) tools like Amazon QuickSight, Tableau, Power BI etc. to monitor and enforce security and privacy policies for data consumers who use BI tools to access data.

In this post, we explore how organizations can accelerate secure data use in Amazon Redshift with Satori, including the benefits of integration and the necessary steps to start. We’ll go through an example of integrating Satori with a Redshift cluster and view how security policies are applied dynamically when queried through DBeaver.

Prerequisites

You should have the following prerequisites:

  • An AWS account.
  • A Redshift cluster and Redshift Severless endpoint to store and manage data. You can create and manage your cluster through the AWS Management Console, AWS Command Line Interface (AWS CLI), or Redshift API.
  • A Satori account and the Satori connector for Amazon Redshift.
  • A Redshift security group. You’ll need to configure your Redshift security group to allow inbound traffic from the Satori connector for Amazon Redshift. Note that Satori can be deployed as a software as a service (SaaS) data access controller or within your VPC.

Prepare the data

To set up our example, complete the following steps:

  1. On the Amazon Redshift console, navigate to Query Editor v2.

If you’re familiar with SQL Notebooks, you can download this SQL notebook for the demonstration and import it to quickly get started.

  1. In the Amazon Redshift provisioned Cluster, Use the following code to create a table, populate it, and create roles and users:
-- 1- Create Schema
create schema if not exists customer_schema;

-- 2- Create customer and credit_cards table
CREATE TABLE customer_schema.credit_cards (
customer_id INT,
name TEXT,
is_fraud BOOLEAN,
credit_card TEXT
);


create table customer_schema.customer (
id INT,
first_name TEXT,
last_name TEXT,
email TEXT,
gender TEXT,
ssn TEXT
);

-- 3- Populate the tables with sample data
INSERT INTO customer_schema.credit_cards
VALUES
(100,'John Smith','n', '4532109867542837'),
(101,'Jane Doe','y', '4716065243786267'),
(102,'Mahendra Singh','n', '5243111024532276'),
(103,'Adaku Zerhouni','n', '6011011238764578'),
(104,'Miguel Salazar','n', '6011290347689234'),
(105,'Jack Docket','n', '3736165700234635');

INSERT INTO customer_schema.customer VALUES
(1,'Yorke','Khomishin','[email protected]','Male','866-95-2246'),
(2,'Tedd','Donwell','[email protected]','Male','726-62-3033'),
(3,'Lucien','Keppe','[email protected]','Male','865-28-6322'),
(4,'Hester','Arnefield','[email protected]','Female','133-72-9078'),
(5,'Abigale','Bertouloume','[email protected]','Female','780-69-6814'),
(6,'Larissa','Bremen','[email protected]','Female','121-78-7749');

-- 4-  GRANT  SELECT permissions on the table
GRANT SELECT ON customer_schema.credit_cards TO PUBLIC;
GRANT SELECT ON customer_schema.customer TO PUBLIC;

-- 5- create roles
CREATE ROLE customer_service_role;
CREATE ROLE auditor_role;
CREATE ROLE developer_role;
CREATE ROLE datasteward_role;


-- 6- create four users
CREATE USER Jack WITH PASSWORD '1234Test!';
CREATE USER Kim WITH PASSWORD '1234Test!';
CREATE USER Mike WITH PASSWORD '1234Test!';
CREATE USER Sarah WITH PASSWORD '1234Test!';


-- 7- Grant roles to above users
GRANT ROLE customer_service_role TO Jack;
GRANT ROLE auditor_role TO Kim;
GRANT ROLE developer_role TO Mike;
GRANT ROLE datasteward_role TO Sarah;
  1. Get namespaces for the Redshift provisioned cluster and Redshift Serverless endpoint

Connect to provisioned cluster through Query Editor V2 and run the following SQL:

select current_namespace; -- (Save as <producer_namespace>)

Repeat the above step for Redshift Serverless endpoint and get the namespace:

select current_namespace; -- (Save as <consumer_namespace>
  1. Connect to Redshift provisioned cluster and create an outbound data share (producer) with the following SQL
-- Creating a datashare

CREATE DATASHARE cust_share SET PUBLICACCESSIBLE TRUE;

-- Adding schema to datashare

ALTER DATASHARE cust_share ADD SCHEMA customer_schema;

-- Adding customer table to datshares. We can add all the tables also if required

ALTER DATASHARE cust_share ADD TABLE customer_schema.credit_cards;

GRANT USAGE ON DATASHARE cust_share TO NAMESPACE '<consumer_namespace>'; -- (replace with consumer namespace created in prerequisites 4)
  1. Connect to Redshift Serverless endpoint and execute the below statements to setup the inbound datashare.
CREATE DATABASE cust_db FROM DATASHARE cust_share OF NAMESPACE '< producer_namespace >'; -- (replace with producer namespace created in prerequisites 4)
  1. Optionally, create the credit_cards table as an external table by using this sample file in Amazon S3 and adding the table to AWS Glue Data Catalog through Glue Crawler. Once the table is available in Glue Data Catalog, you can create the external schema in your Amazon Redshift Serverless endpoint using the below SQL
CREATE external SCHEMA satori_external

FROM data catalog DATABASE 'satoriblog'

IAM_ROLE default

CREATE external DATABASE if not exists;

Verify that the external table credit_cards is available from your Redshift Serverless endpoint

select * from satori_external.credit_cards ;

Connect to Amazon Redshift

If you don’t have a Satori account, you can either create a test drive account or get Satori from the AWS Marketplace. Then complete the following steps to connect to Amazon Redshift:

  1. Log in to Satori.
  2. Choose Data Stores in the navigation pane, choose Add Datastore, and choose Amazon Redshift.

DatastoreSetup001

  1. Add your cluster identifier from the Amazon Redshift console. Satori will automatically detect the Region where your cluster resides within your AWS account.
  2. Satori will generate a Satori hostname for your cluster, which you will use to connect to your Redshift cluster
  3. In this demonstration, we will add a Redshift provisioned cluster and a Redshift Serverless endpoint to create two datastores in Satori

DatastoreProvisioned003

Datastore Serverless002

  1. Allow inbound access for the Satori IP addresses listed in your Redshift cluster security group.

For more details on connecting Satori to your Redshift cluster, refer to Adding an AWS Redshift Data Store to Satori.

  1. Under Authentication Settings, enter your root or superuser credentials for each datastore.

AuthenticationSettings004

  1. Leave the rest of the tabs with their default settings and choose Save.

Now your data stores are ready to be accessed through Satori.

Create a dataset

Complete the following steps to create a dataset:

  1. Choose Datasets in the navigation pane and choose Add New Dataset.
  2. Select your datastore and enter the details of your dataset.

CustomerDataset005

A dataset can be a collection of database objects that you categorize as a dataset. For Redshift provisioned cluster, we created a customer dataset with details on the database and schema. You can also optionally choose to focus on a specific table within the schema or even exclude certain schemas or tables from the dataset.

For Redshift Serverless, we created a dataset that with all datastore locations, to include the shared table and External table

ServerlessDataset006

  1. Choose Save.
  1. For each dataset, navigate to User Access Rules and create dataset user access policies for the roles we created.

UserAccessRoles007

  1. Enable Give Satori Control Over Access to the Dataset.
  2. Optionally, you can add expiration and revoke time configurations to the access policies to limit how long access is granted to the Redshift cluster.

Create a security policy for the dataset

Satori provides multiple masking profile templates that you can use as a baseline and customize before adding them to your security policies. Complete the following steps to create your security policy:

  1. Choose Masking Profiles in the navigation pane and use the Restrictive Policy template to create a masking policy.

MaskingProfiles008

  1. Provide a descriptive name for the policy.
  2. You can customize the policy further to add custom fields and their respective masking policies. The following example shows the additional field Credit Card Number that was added with the action to mask everything but the last four characters.

  1. Choose Security Policies in the navigation pane and create a security policy called Customer Data Security Policy.

  1. Associate the policy with the masking profile created in the previous step.

  1. Associate the created security policy with the datasets by editing the dataset and navigating to the Security Policies tab.

Now that the integration, policy, and access controls are set, let’s query the data through DBeaver.

Query secure data

To query your data, connect to the Redshift cluster and Redshift Serverless endpoint using their respective Satori hostname that was obtained earlier.

When you query the data in Redshift provisioned cluster, you will see the security policies applied to the result set at runtime.

When you query the data in Redshift Serverless endpoint, you will see the security policies applied to credit_cards table shared from the Redshift provisioned cluster.

You will get similar results with policies applied if you query the external table in Amazon S3 from Redshift Serverless endpoint

Summary

In this post, we described how Satori can help you with secure data access from your Redshift cluster without requiring any changes to your Redshift data, schema, or how your users interact with data. In part 2, we will explore how to set up self-service data access to data stored in Amazon Redshift with the different roles we created as part of the initial setup.

Satori is available on the AWS Marketplace. To learn more, start a free trial or request a demo meeting.


About the authors

Jagadish Kumar is a Senior Analytics Specialist Solutions Architect at AWS focused on Amazon Redshift. He is deeply passionate about Data Architecture and helps customers build analytics solutions at scale on AWS.

LisaLevyLisa Levy is a Content Specialist at Satori. She publishes informative content to effectively describe how Satori’s data security platform enhances organizational productivity.

How Chime Financial uses AWS to build a serverless stream analytics platform and defeat fraudsters

Post Syndicated from Khandu Shinde original https://aws.amazon.com/blogs/big-data/how-chime-financial-uses-aws-to-build-a-serverless-stream-analytics-platform-and-defeat-fraudsters/

This is a guest post by Khandu Shinde, Staff Software Engineer and Edward Paget, Senior Software Engineering at Chime Financial.

Chime is a financial technology company founded on the premise that basic banking services should be helpful, easy, and free. Chime partners with national banks to design member first financial products. This creates a more competitive market with better, lower-cost options for everyday Americans who aren’t being served well by traditional banks. We help drive innovation, inclusion, and access across the industry.

Chime has a responsibility to protect our members against unauthorized transactions on their accounts. Chime’s Risk Analysis team constantly monitors trends in our data to find patterns that indicate fraudulent transactions.

This post discusses how Chime utilizes AWS Glue, Amazon Kinesis, Amazon DynamoDB, and Amazon SageMaker to build an online, serverless fraud detection solution — the Chime Streaming 2.0 system.

Problem statement

In order to keep up with the rapid movement of fraudsters, our decision platform must continuously monitor user events and respond in real-time. However, our legacy data warehouse-based solution was not equipped for this challenge. It was designed to manage complex queries and business intelligence (BI) use cases on a large scale. However, with a minimum data freshness of 10 minutes, this architecture inherently didn’t align with the near real-time fraud detection use case.

To make high-quality decisions, we need to collect user event data from various sources and update risk profiles in real time. We also need to be able to add new fields and metrics to the risk profiles as our team identifies new attacks, without needing engineering intervention or complex deployments.

We decided to explore streaming analytics solutions where we can capture, transform, and store event streams at scale, and serve rule-based fraud detection models and machine learning (ML) models with milliseconds latency.

Solution overview

The following diagram illustrates the design of the Chime Streaming 2.0 system.

The design included the following key components:

  1. We have Amazon Kinesis Data Streams as our streaming data service to capture and store event streams at scale. Our stream pipelines capture various event types, including user enrollment events, user login events, card swipe events, peer-to-peer payments, and application screen actions.
  2. Amazon DynamoDB is another data source for our Streaming 2.0 system. It acts as the application backend and stores data such as blocked devices list and device-user mapping. We mainly use it as lookup tables in our pipeline.
  3. AWS Glue jobs form the backbone of our Streaming 2.0 system. The simple AWS Glue icon in the diagram represents thousands of AWS Glue jobs performing different transformations. To achieve the 5-15 seconds end-to-end data freshness service level agreement (SLA) for the Steaming 2.0 pipeline, we use streaming ETL jobs in AWS Glue to consume data from Kinesis Data Streams and apply near-real-time transformation. We choose AWS Glue mainly due to its serverless nature, which simplifies infrastructure management with automatic provisioning and worker management, and the ability to perform complex data transformations at scale.
  4. The AWS Glue streaming jobs generate derived fields and risk profiles that get stored in Amazon DynamoDB. We use Amazon DynamoDB as our online feature store due to its millisecond performance and scalability.
  5. Our applications call Amazon SageMaker Inference endpoints for fraud detections. The Amazon DynamoDB online feature store supports real-time inference with single digit millisecond query latency.
  6. We use Amazon Simple Storage Service (Amazon S3) as our offline feature store. It contains historical user activities and other derived ML features.
  7. Our data scientist team can access the dataset and perform ML model training and batch inferencing using Amazon SageMaker.

AWS Glue pipeline implementation deep dive

There are several key design principles for our AWS Glue Pipeline and the Streaming 2.0 project.

  • We want to democratize our data platform and make the data pipeline accessible to all Chime developers.
  • We want to implement cloud financial backend services and achieve cost efficiency.

To achieve data democratization, we needed to enable different personas in the organization to use the platform and define transformation jobs quickly, without worrying about the actual implementation details of the pipelines. The data infrastructure team built an abstraction layer on top of Spark and integrated services. This layer contained API wrappers over integrated services, job tags, scheduling configurations and debug tooling, hiding Spark and other lower-level complexities from end users. As a result, end users were able to define jobs with declarative YAML configurations and define transformation logic with SQL. This simplified the onboarding process and accelerated the implementation phase.

To achieve cost efficiency, our team built a cost attribution dashboard based on AWS cost allocation tags. We enforced tagging with the above abstraction layer and had clear cost attribution for all AWS Glue jobs down to the team level. This enabled us to track down less optimized jobs and work with job owners to implement best practices with impact-based priority. One common misconfiguration we found was sizing of AWS Glue jobs. With data democratization, many users lacked the knowledge to right-size their AWS Glue jobs. The AWS team introduced AWS Glue auto scaling to us as a solution. With AWS Glue Auto Scaling, we no longer needed to plan AWS Glue Spark cluster capacity in advance. We could just set the maximum number of workers and run the jobs. AWS Glue monitors the Spark application execution, and allocates more worker nodes to the cluster in near-real time after Spark requests more executors based on our workload requirements. We noticed a 30–45% cost saving across our AWS Glue Jobs once we turned on Auto Scaling.

Conclusion

In this post, we showed you how Chime’s Streaming 2.0 system allows us to ingest events and make them available to the decision platform just seconds after they are emitted from other services. This enables us to write better risk policies, provide fresher data for our machine learning models, and protect our members from unauthorized transactions on their accounts.

Over 500 developers in Chime are using this streaming pipeline and we ingest more than 1 million events per second. We follow the sizing and scaling process from the AWS Glue streaming ETL jobs best practices blog and land on a 1:1 mapping between Kinesis Shard and vCPU core. The end-to-end latency is less than 15 seconds, and it improves the model score calculation speed by 1200% compared to legacy implementation. This system has proven to be reliable, performant, and cost-effective at scale.

We hope this post will inspire your organization to build a real-time analytics platform using serverless technologies to accelerate your business goals.


About the Authors

Khandu Shinde Khandu Shinde is a Staff Engineer focused on Big Data Platforms and Solutions for Chime. He helps to make the platform scalable for Chime’s business needs with architectural direction and vision. He’s based in San Francisco where he plays cricket and watches movies.

Edward Paget Edward Paget is a Software Engineer working on building Chime’s capabilities to mitigate risk to ensure our members’ financial peace of mind. He enjoys being at the intersection of big data and programming language theory. He’s based in Chicago where he spends his time running along the lake shore.

Dylan Qu is a Specialist Solutions Architect focused on Big Data & Analytics with Amazon Web Services. He helps customers architect and build highly scalable, performant, and secure cloud-based solutions on AWS.

How Vercel Shipped Cron Jobs in 2 Months Using Amazon EventBridge Scheduler

Post Syndicated from Marcia Villalba original https://aws.amazon.com/blogs/aws/how-vercel-shipped-cron-jobs-in-2-months-using-amazon-eventbridge-scheduler/

Vercel implemented Cron Jobs using Amazon EventBridge Scheduler, enabling their customers to create, manage, and run scheduled tasks at scale. The adoption of this feature was rapid, reaching over 7 million weekly cron invocations within a few months of release. This article shows how they did it and how they handle the massive scale they’re experiencing.

Vercel builds a front-end cloud that makes it easier for engineers to deploy and run their front-end applications. With more than 100 million deployments in Vercel in the last two years, Vercel helps users take advantage of best-in-class AWS infrastructure with zero configuration by relying heavily on serverless technology. Vercel provides a lot of features that help developers host their front-end applications. However, until the beginning of this year, they hadn’t built Cron Jobs yet.

A cron job is a scheduled task that automates running specific commands or scripts at predetermined intervals or fixed times. It enables users to set up regular, repetitive actions, such as backups, sending notification emails to customers, or processing payments when a subscription needs to be renewed. Cron jobs are widely used in computing environments to improve efficiency and automate routine operations, and they were a commonly requested feature from Vercel’s customers.

In December 2022, Vercel hosted an internal hackathon to foster innovation. That’s where Vincent Voyer and Andreas Schneider joined forces to build a prototype cron job feature for the Vercel platform. They formed a team of five people and worked on the feature for a week. The team worked on different tasks, from building a user interface to display the cron jobs to creating the backend implementation of the feature.

Amazon EventBridge Scheduler
When the hackathon team started thinking about solving the cron job problem, their first idea was to use Amazon EventBridge rules that run on a schedule. However, they realized quickly that this feature has a limit of 300 rules per account per AWS Region, which wasn’t enough for their intended use. Luckily, one of the team members had read the announcement of Amazon EventBridge Scheduler in the AWS Compute blog and they thought this would be a perfect tool for their problem.

By using EventBridge Scheduler, they could schedule one-time or recurrently millions of tasks across over 270 AWS services without provisioning or managing the underlying infrastructure.

How cron jobs work

For creating a new cron job in Vercel, a customer needs to define the frequency in which this task will run and the API they want to invoke. Vercel, in the backend, uses EventBridge Scheduler and creates a new schedule when a new cron job is created.

To call the endpoint, the team used an AWS Lambda function that receives the path that needs to be invoked as input parameters.

How cron jobs works

When the time comes for the cron job to run, EventBridge Scheduler invokes the function, which then calls the customer website endpoint that was configured.

By the end of the week, Vincent and his team had a working prototype version of the cron jobs feature, and they won a prize at the hackathon.

Building Vercel Cron Jobs
After working for one week on this prototype in December, the hackathon ended, and Vincent and his team returned to their regular jobs. In early January 2023, Vicent and the Vercel team decided to take the project and turn it into a real product.

During the hackathon, the team built the fundamental parts of the feature, but there were some details that they needed to polish to make it production ready. Vincent and Andreas worked on the feature, and in less than two months, on February 22, 2023, they announced Vercel Cron Jobs to the public. The announcement tweet got over 400 thousand views, and the community loved the launch.

Tweet from Vercel announcing cron jobs

The adoption of this feature was very rapid. Within a few months of launching Cron Jobs, Vercel reached over 7 million cron invocations per week, and they expect the adoption to continue growing.

Cron jobs adoption

How Vercel Cron Jobs Handles Scale
With this pace of adoption, scaling this feature is crucial for Vercel. In order to scale the amount of cron invocations at this pace, they had to make some business and architectural decisions.

From the business perspective, they defined limits for their free-tier customers. Free-tier customers can create a maximum of two cron jobs in their account, and they can only have hourly schedules. This means that free customers cannot run a cron job every 30 minutes; instead, they can do it at most every hour. Only customers on Vercel paid tiers can take advantage of EventBridge Scheduler minute granularity for scheduling tasks.

Also, for free customers, minute precision isn’t guaranteed. To achieve this, Vincent took advantage of the time window configuration from EventBridge Scheduler. The flexible time window configuration allows you to start a schedule within a window of time. This means that the scheduled tasks are dispersed across the time window to reduce the impact of multiple requests on downstream services. This is very useful if, for example, many customers want to run their jobs at midnight. By using the flexible time window, the load can spread across a set window of time.

From the architectural perspective, Vercel took advantage of hosting the APIs and owning the functions that the cron jobs invoke.

Validating the calls

This means that when the Lambda function is started by EventBridge Scheduler, the function ends its run without waiting for a response from the API. Then Vercel validates if the cron job ran by checking if the API and Vercel function ran correctly from its observability mechanisms. In this way, the function duration is very short, less than 400 milliseconds. This allows Vercel to run a lot of functions per second without affecting their concurrency limits.

Lambda invocations and duration dashboard

What Was The Impact?
Vercel’s implementation of Cron Jobs is an excellent example of what serverless technologies enable. In two months, with two people working full time, they were able to launch a feature that their community needed and enthusiastically adopted. This feature shows the completeness of Vercel’s platform and is an important feature to convince their customers to move to a paid account.

If you want to get started with EventBridge Scheduler, see Serverless Land patterns for EventBridge Scheduler, where you’ll find a broad range of examples to help you.

— Marcia

Using and Managing Security Groups on AWS Snowball Edge devices

Post Syndicated from Macey Neff original https://aws.amazon.com/blogs/compute/using-and-managing-security-groups-on-aws-snowball-edge-devices/

This blog post is written by Jared Novotny & Tareq Rajabi, Specialist Hybrid Edge Solution Architects. 

The AWS Snow family of products are purpose-built devices that allow petabyte-scale movement of data from on-premises locations to AWS Regions. Snow devices also enable customers to run Amazon Elastic Compute Cloud (Amazon EC2) instances with Amazon Elastic Block Storage (Amazon EBS), and Amazon Simple Storage Service (Amazon S3) in edge locations.

Security groups are used to protect EC2 instances by controlling ingress and egress traffic. Once a security group is created and associated with an instance, customers can add ingress and egress rules to control data flow. Just like the default VPC in a region, there is a default security group on Snow devices. A default security group is applied when an instance is launched and no other security group is specified.  This default security group in a region allows all inbound traffic from network interfaces and instances that are assigned to the same security group, and allows and all outbound traffic. On Snowball Edge, the default security group allows all inbound and outbound traffic.

In this post, we will review the tools and commands required to create, manage and use security groups on the Snowball Edge device.

Some things to keep in mind:

  1. AWS Snowball Edge is limited to 50 security groups.
  2. An instance will only have one security group, but each group can have a total of 120 rules. This is comprised of 60 inbound and 60 outbound rules.
  3. Security groups can only have allow statements to allow network traffic.
  4. Deny statements aren’t allowed.
  5. Some commands in the Snowball Edge client (AWS CLI) don’t provide an output.
  6. AWS CLI commands can use the name or the security group ID.

Prerequisites and tools

Customers must place an order for Snowball Edge from their AWS Console to be able to run the following AWS CLI commands and configure security groups to protect their EC2 instances.

The AWS Snowball Edge client is a standalone terminal application that customers can run on their local servers and workstations to manage and operate their Snowball Edge devices. It supports Windows, Mac, and Linux systems.

AWS OpsHub is a graphical user interface that you can use to manage your AWS Snowball devices. Furthermore, it’s the easiest tool to use to unlock Snowball Edge devices. It can also be used to configure the device, launch instances, manage storage, and provide monitoring.

Customers can download and install the Snowball Edge client and AWS OpsHub from AWS Snowball resources.

Getting Started

To get started, when a Snow device arrives at a customer site, the customer must unlock the device and launch an EC2 instance. This can be done via AWS OpsHub or the AWS Snowball Edge Client. AWS Snow Family of devices support both Virtual Network Interfaces (VNI) and Direct Network interfaces (DNI), customers should review the types of interfaces before deciding which one is best for their use case. Note that security groups are only supported with VNIs, so that is what was used in this post. A post explaining how to use these interfaces should be reviewed before proceeding.

Viewing security group information

Once the AWS Snowball Edge is unlocked, configured, and has an EC2 instance running, we can dig deeper into using security groups to act as a virtual firewall and control incoming and outgoing traffic.

Although the AWS OpsHub tool provides various functionalities for compute and storage operations, it can only be used to view the name of the security group associated to an instance in a Snowball Edge device:

view the name of the security group associated to an instance in a Snowball Edge device

Every other interaction with security groups must be through the AWS CLI.

The following command shows how to easily read the outputs describing the protocols, sources, and destinations. This particular command will show information about the default security group, which allows all inbound and outbound traffic on EC2 instances running on the Snowball Edge.

In the following sections we review the most common commands with examples and outputs.

View (all) existing security groups:

aws ec2 describe-security-groups --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge
{
    "SecurityGroups": [
        {
            "Description": "default security group",
            "GroupName": "default",
            "IpPermissions": [
                {
                    "IpProtocol": "-1",
                    "IpRanges": [
                        {
                            "CidrIp": "0.0.0.0/0"
                        }
                    ]
                }
            ],
            "GroupId": "s.sg-8ec664a23666db719",
            "IpPermissionsEgress": [
                {
                    "IpProtocol": "-1",
                    "IpRanges": [
                        {
                            "CidrIp": "0.0.0.0/0"
                        }
                    ]
                }
            ]
        }
    ]
}

Create new security group:

aws ec2 create-security-group --group-name allow-ssh--description "allow only ssh inbound" --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

The output returns a GroupId:

{  "GroupId": "s.sg-8f25ee27cee870b4a" }

Add port 22 ingress to security group:

aws ec2 authorize-security-group-ingress --group-ids.sg-8f25ee27cee870b4a --protocol tcp --port 22 --cidr 10.100.10.0/24 --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

{    "Return": true }

Note that if you’re using the default security group, then the outbound rule is still to allow all traffic.

Revoke port 22 ingress rule from security group

aws ec2 revoke-security-group-ingress --group-ids.sg-8f25ee27cee870b4a --ip-permissions IpProtocol=tcp,FromPort=22,ToPort=22, IpRanges=[{CidrIp=10.100.10.0/24}] --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

{ "Return": true }

Revoke default egress rule:

aws ec2 revoke-security-group-egress --group-ids.sg-8f25ee27cee870b4a  --ip-permissions IpProtocol="-1",IpRanges=[{CidrIp=0.0.0.0/0}] --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

{ "Return": true }

Note that this rule will remove all outbound ephemeral ports.

Add default outbound rule (revoked above):

aws ec2 authorize-security-group-egress --group-id s.sg-8f25ee27cee870b4a --ip-permissions IpProtocol="-1", IpRanges=[{CidrIp=0.0.0.0/0}] --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

{  "Return": true }

Changing an instance’s existing security group:

aws ec2 modify-instance-attribute --instance-id s.i-852971d05144e1d63 --groups s.sg-8f25ee27cee870b4a --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

Note that this command produces no output. We can verify that it worked with the “aws ec2 describe-instances” command. See the example as follows (command output simplified):

aws ec2 describe-instances --instance-id s.i-852971d05144e1d63 --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge


    "Reservations": [{
            "Instances": [{
                    "InstanceId": "s.i-852971d05144e1d63",
                    "InstanceType": "sbe-c.2xlarge",
                    "LaunchTime": "2022-06-27T14:58:30.167000+00:00",
                    "PrivateIpAddress": "34.223.14.193",
                    "PublicIpAddress": "10.100.10.60",
                    "SecurityGroups": [
                        {
                            "GroupName": "allow-ssh",
                            "GroupId": "s.sg-8f25ee27cee870b4a"
                        }      ], }  ] }

Changing and instance’s security group back to default:

aws ec2 modify-instance-attribute --instance-ids.i-852971d05144e1d63 --groups s.sg-8ec664a23666db719 --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

Note that this command produces no output. You can verify that it worked with the “aws ec2 describe-instances” command. See the example as follows:

aws ec2 describe-instances –instance-ids.i-852971d05144e1d63 –endpoint Https://MySnowIPAddress:8008 –profile SnowballEdge

{
    "Reservations": [
        {  "Instances": [ {
                    "AmiLaunchIndex": 0,
                    "ImageId": "s.ami-8b0223704ca8f08b2",
                    "InstanceId": "s.i-852971d05144e1d63",
                    "InstanceType": "sbe-c.2xlarge",
                    "LaunchTime": "2022-06-27T14:58:30.167000+00:00",
                    "PrivateIpAddress": "34.223.14.193",
                    "PublicIpAddress": "10.100.10.60",
                             "SecurityGroups": [
                        {
                            "GroupName": "default",
                            "GroupId": "s.sg-8ec664a23666db719" ] }

Delete security group:

aws ec2 delete-security-group --group-ids.sg-8f25ee27cee870b4a --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

Sample walkthrough to add a SSH Security Group

As an example, assume a single EC2 instance “A” running on a Snowball Edge device. By default, all traffic is allowed to EC2 instance “A”. As per the following diagram, we want to tighten security and allow only the management PC to SSH to the instance.

1. Create an SSH security group:

aws ec2 create-security-group --group-name MySshGroup--description “ssh access” --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

2. This will return a “GroupId” as an output:

{   "GroupId": "s.sg-8a420242d86dbbb89" }

3. After the creation of the security group, we must allow port 22 ingress from the management PC’s IP:

aws ec2 authorize-security-group-ingress --group-name MySshGroup -- protocol tcp --port 22 -- cidr 192.168.26.193/32 --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

4. Verify that the security group has been created:

aws ec2 describe-security-groups ––group-name MySshGroup –endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

{
	“SecurityGroups”:   [
		{
			“Description”: “SG for web servers”,
			“GroupName”: :MySshGroup”,
			“IpPermissinos”:  [
				{ “FromPort”: 22,
			 “IpProtocol”: “tcp”,
			 “IpRanges”: [
			{
				“CidrIp”: “192.168.26.193.32/32”
						} ],
					“ToPort”:  22 }],}

5. After the security group has been created, we must associate it with the instance:

aws ec2 modify-instance-attribute –-instance-id s.i-8f7ab16867ffe23d4 –-groups s.sg-8a420242d86dbbb89 --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

6. Optionally, we can delete the Security Group after it is no longer required:

aws ec2 delete-security-group --group-id s.sg-8a420242d86dbbb89 --endpoint Http://MySnowIPAddress:8008 --profile SnowballEdge

Note that for the above association, the instance ID is an output of the “aws ec2 describe-instances” command, while the security group ID is an output of the “describe-security-groups” command (or the “GroupId” returned by the console in Step 2 above).

Conclusion

This post addressed the most common commands used to create and manage security groups with the AWS Snowball Edge device. We explored the prerequisites, tools, and commands used to view, create, and modify security groups to ensure the EC2 instances deployed on AWS Snowball Edge are restricted to authorized users. We concluded with a simple walkthrough of how to restrict access to an EC2 instance over SSH from a single IP address. If you would like to learn more about the Snowball Edge product, there are several resources available on the AWS Snow Family site.

How Ontraport reduced data processing cost by 80% with AWS Glue

Post Syndicated from Elijah Ball original https://aws.amazon.com/blogs/big-data/how-ontraport-reduced-data-processing-cost-by-80-with-aws-glue/

This post is written in collaboration with Elijah Ball from Ontraport.

Customers are implementing data and analytics workloads in the AWS Cloud to optimize cost. When implementing data processing workloads in AWS, you have the option to use technologies like Amazon EMR or serverless technologies like AWS Glue. Both options minimize the undifferentiated heavy lifting activities like managing servers, performing upgrades, and deploying security patches and allow you to focus on what is important: meeting core business objectives. The difference between both approaches can play a critical role in enabling your organization to be more productive and innovative, while also saving money and resources.

Services like Amazon EMR focus on offering you flexibility to support data processing workloads at scale using frameworks you’re accustomed to. For example, with Amazon EMR, you can choose from multiple open-source data processing frameworks such as Apache Spark, Apache Hive, and Presto, and fine-tune workloads by customizing things such as cluster instance types on Amazon Elastic Compute Cloud (Amazon EC2) or use containerized environments running on Amazon Elastic Kubernetes Service (Amazon EKS). This option is best suited when migrating workloads from big data environments like Apache Hadoop or Spark, or when used by teams that are familiar with open-source frameworks supported on Amazon EMR.

Serverless services like AWS Glue minimize the need to think about servers and focus on offering additional productivity and DataOps tooling for accelerating data pipeline development. AWS Glue is a serverless data integration service that helps analytics users discover, prepare, move, and integrate data from multiple sources via a low-code or no-code approach. This option is best suited when organizations are resource-constrained and need to build data processing workloads at scale with limited expertise, allowing them to expedite development and reduced Total Cost of Ownership (TCO).

In this post, we show how our AWS customer Ontraport evaluated the use of AWS Glue and Amazon EMR to reduce TCO, and how they reduced their storage cost by 92% and their processing cost by 80% with only one full-time developer.

Ontraport’s workload and solution

Ontraport is a CRM and automation service that powers businesses’ marketing, sales and operations all in one place—empowering businesses to grow faster and deliver more value to their customers.

Log processing and analysis is critical to Ontraport. It allows them to provide better services and insight to customers such as email campaign optimization. For example, email logs alone record 3–4 events for every one of the 15–20 million messages Ontraport sends on behalf of their clients each day. Analysis of email transactions with providers such as Google and Microsoft allow Ontraport’s delivery team to optimize open rates for the campaigns of clients with big contact lists.

Some of the big log contributors are web server and CDN events, email transaction records, and custom event logs within Ontraport’s proprietary applications. The following is a sample breakdown of their daily log contributions:

Cloudflare request logs 75 million records
CloudFront request logs 2 million records
Nginx/Apache logs 20 million records
Email logs 50 million records
General server logs 50 million records
Ontraport app logs 6 million records

Ontraport’s solution uses Amazon Kinesis and Amazon Kinesis Data Firehose to ingest log data and write recent records into an Amazon OpenSearch Service database, from where analysts and administrators can analyze the last 3 months of data. Custom application logs record interactions with the Ontraport CRM so client accounts can be audited or recovered by the customer support team. Originally, all logs were retained back to 2018. Retention is multi-leveled by age:

  • Less than 1 week – OpenSearch hot storage
  • Between 1 week and 3 months – OpenSearch cold storage
  • More than 3 months – Extract, transform, and load (ETL) processed in Amazon Simple Storage Service (Amazon S3), available through Amazon Athena

The following diagram shows the architecture of their log processing and analytics data pipeline.

Evaluating the optimal solution

In order to optimize storage and analysis of their historical records in Amazon S3, Ontraport implemented an ETL process to transform and compress TSV and JSON files into Parquet files with partitioning by the hour. The compression and transformation helped Ontraport reduce their S3 storage costs by 92%.

In phase 1, Ontraport implemented an ETL workload with Amazon EMR. Given the scale of their data (hundreds of billions of rows) and only one developer, Ontraport’s first attempt at the Apache Spark application required a 16-node EMR cluster with r5.12xlarge core and task nodes. The configuration allowed the developer to process 1 year of data and minimize out-of-memory issues with a rough version of the Spark ETL application.

To help optimize the workload, Ontraport reached out to AWS for optimization recommendations. There were a considerable number of options to optimize the workload within Amazon EMR, such as right-sizing Amazon Elastic Compute Cloud (Amazon EC2) instance type based on workload profile, modifying Spark YARN memory configuration, and rewriting portions of the Spark code. Considering the resource constraints (only one full-time developer), the AWS team recommended exploring similar logic with AWS Glue Studio.

Some of the initial benefits with using AWS Glue for this workload include the following:

  • AWS Glue has the concept of crawlers that provides a no-code approach to catalog data sources and identify schema from multiple data sources, in this case, Amazon S3.
  • AWS Glue provides built-in data processing capabilities with abstract methods on top of Spark that reduce the overhead required to develop efficient data processing code. For example, AWS Glue supports a DynamicFrame class corresponding to a Spark DataFrame that provides additional flexibility when working with semi-structured datasets and can be quickly transformed into a Spark DataFrame. DynamicFrames can be generated directly from crawled tables or directly from files in Amazon S3. See the following example code:
    dyf = glueContext.create_dynamic_frame.from_options(
    
    connection_type = 's3',
    connection_options = {'paths': [s3://<bucket/paths>]},
    format = 'json')

  • It minimizes the need for Ontraport to right-size instance types and auto scaling configurations.
  • Using AWS Glue Studio interactive sessions allows Ontraport to quickly iterate when code changes where needed when detecting historical log schema evolution.

Ontraport had to process 100 terabytes of log data. The cost of processing each terabyte with the initial configuration was approximately $500. That cost came down to approximately $100 per terabyte after using AWS Glue. By using AWS Glue and AWS Glue Studio, Ontraport’s cost of processing the jobs was reduced by 80%.

Diving deep into the AWS Glue workload

Ontraport’s first AWS Glue application was a PySpark workload that ingested data from TSV and JSON files in Amazon S3, performed basic transformations on timestamp fields, and converted the data types of a couple fields. Finally, it writes output data into a curated S3 bucket as compressed Parquet files of approximately 1 GB in size and partitioned in 1-hour intervals to optimize for queries with Athena.

With an AWS Glue job configured with 10 workers of the type G.2x configuration, Ontraport was able to process approximately 500 million records in less than 60 minutes. When processing 10 billion records, they were able to increase the job configuration to a maximum of 100 workers with auto scaling enabled to complete the job within 1 hour.

What’s next?

Ontraport has been able to process logs as early as 2018. The team is updating the processing code to allow for scenarios of schema evolution (such as new fields) and parameterized some components to fully automate the batch processing. They are also looking to fine-tune the number of provisioned AWS Glue workers to obtain optimal price-performance.

Conclusion

In this post, we showed you how Ontraport used AWS Glue to help reduce development overhead and simplify development efforts for their ETL workloads with only one full-time developer. Although services like Amazon EMR offer great flexibility and optimization, the ease of use and simplification in AWS Glue often offer a faster path for cost-optimization and innovation for small and medium businesses. For more information about AWS Glue, check out Getting Started with AWS Glue.


About the Authors

Elijah Ball has been a Sys Admin at Ontraport for 12 years. He is currently working to move Ontraport’s production workloads to AWS and develop data analysis strategies for Ontraport.

Pablo Redondo is a Principal Solutions Architect at Amazon Web Services. He is a data enthusiast with over 16 years of FinTech and healthcare industry experience and is a member of the AWS Analytics Technical Field Community (TFC). Pablo has been leading the AWS Gain Insights Program to help AWS customers achieve better insights and tangible business value from their data analytics initiatives.

Vikram Honmurgi is a Customer Solutions Manager at Amazon Web Services. With over 15 years of software delivery experience, Vikram is passionate about assisting customers and accelerating their cloud journey, delivering frictionless migrations, and ensuring our customers capture the full potential and sustainable business advantages of migrating to the AWS Cloud.

Estimating Scope 1 Carbon Footprint with Amazon Athena

Post Syndicated from Thomas Burns original https://aws.amazon.com/blogs/big-data/estimating-scope-1-carbon-footprint-with-amazon-athena/

Today, more than 400 organizations have signed The Climate Pledge, a commitment to reach net-zero carbon by 2040. Some of the drivers that lead to setting explicit climate goals include customer demand, current and anticipated government relations, employee demand, investor demand, and sustainability as a competitive advantage. AWS customers are increasingly interested in ways to drive sustainability actions. In this blog, we will walk through how we can apply existing enterprise data to better understand and estimate Scope 1 carbon footprint using Amazon Simple Storage Service (S3) and Amazon Athena, a serverless interactive analytics service that makes it easy to analyze data using standard SQL.

The Greenhouse Gas Protocol

The Greenhouse Gas Protocol (GHGP) provides standards for measuring and managing global warming impacts from an organization’s operations and value chain.

The greenhouse gases covered by the GHGP are the seven gases required by the UNFCCC/Kyoto Protocol (which is often called the “Kyoto Basket”). These gases are carbon dioxide (CO2), methane (CH4), nitrous oxide (N2O), the so-called F-gases (hydrofluorocarbons and perfluorocarbons), sulfur hexafluoride (SF6) nitrogen trifluoride (NF3). Each greenhouse gas is characterized by its global warming potential (GWP), which is determined by the gas’s greenhouse effect and its lifetime in the atmosphere. Since carbon dioxide (CO2) accounts for about 76 percent of total man-made greenhouse gas emissions, the global warming potential of greenhouse gases are measured relative to CO2, and are thus expressed as CO2-equivalent (CO2e).

The GHGP divides an organization’s emissions into three primary scopes:

  • Scope 1 – Direct greenhouse gas emissions (for example from burning fossil fuels)
  • Scope 2 – Indirect emissions from purchased energy (typically electricity)
  • Scope 3 – Indirect emissions from the value chain, including suppliers and customers

How do we estimate greenhouse gas emissions?

There are different methods to estimating GHG emissions that includes the Continuous Emissions Monitoring System (CEMS) Method, the Spend-Based Method, and the Consumption-Based Method.

Direct Measurement – CEMS Method

An organization can estimate its carbon footprint from stationary combustion sources by performing a direct measurement of carbon emissions using the CEMS method. This method requires continuously measuring the pollutants emitted in exhaust gases from each emissions source using equipment such as gas analyzers, gas samplers, gas conditioning equipment (to remove particulate matter, water vapor and other contaminants), plumbing, actuated valves, Programmable Logic Controllers (PLCs) and other controlling software and hardware. Although this approach may yield useful results, CEMS requires specific sensing equipment for each greenhouse gas to be measured, requires supporting hardware and software, and is typically more suitable for Environment Health and Safety applications of centralized emission sources. More information on CEMS is available here.

Spend-Based Method

Because the financial accounting function is mature and often already audited, many organizations choose to use financial controls as a foundation for their carbon footprint accounting. The Economic Input-Output Life Cycle Assessment (EIO LCA) method is a spend-based method that combines expenditure data with monetary-based emission factors to estimate the emissions produced. The emission factors are published by the U.S. Environment Protection Agency (EPA) and other peer-reviewed academic and government sources. With this method, you can multiply the amount of money spent on a business activity by the emission factor to produce the estimated carbon footprint of the activity.

For example, you can convert the amount your company spends on truck transport to estimated kilograms (KG) of carbon dioxide equivalent (CO₂e) emitted as shown below.

Estimated Carbon Footprint = Amount of money spent on truck transport * Emission Factor [1]

Although these computations are very easy to make from general ledgers or other financial records, they are most valuable for initial estimates or for reporting minor sources of greenhouse gases. As the only user-provided input is the amount spent on an activity, EIO LCA methods aren’t useful for modeling improved efficiency. This is because the only way to reduce EIO-calculated emissions is to reduce spending. Therefore, as a company continues to improve its carbon footprint efficiency, other methods of estimating carbon footprint are often more desirable.

Consumption-Based Method

From either Enterprise Resource Planning (ERP) systems or electronic copies of fuel bills, it’s straightforward to determine the amount of fuel an organization procures during a reporting period. Fuel-based emission factors are available from a variety of sources such as the US Environmental Protection Agency and commercially-licensed databases. Multiplying the amount of fuel procured by the emission factor yields an estimate of the CO2e emitted through combustion. This method is often used for estimating the carbon footprint of stationary emissions (for instance backup generators for data centers or fossil fuel ovens for industrial processes).

If for a particular month an enterprise consumed a known amount of motor gasoline for stationary combustion, the Scope 1 CO2e footprint of the stationary gasoline combustion can be estimated in the following manner:

Estimated Carbon Footprint = Amount of Fuel Consumed * Stationary Combustion Emission Factor[2]

Organizations may estimate their carbon emissions by using existing data found in fuel and electricity bills, ERP data, and relevant emissions factors, which are then consolidated in to a data lake. Using existing analytics tools such as Amazon Athena and Amazon QuickSight an organization can gain insight into its estimated carbon footprint.

The data architecture diagram below shows an example of how you could use AWS services to calculate and visualize an organization’s estimated carbon footprint.

Analytics Architecture

Customers have the flexibility to choose the services in each stage of the data pipeline based on their use case. For example, in the data ingestion phase, depending on the existing data requirements, there are many options to ingest data into the data lake such as using the AWS Command Line Interface (CLI), AWS DataSync, or AWS Database Migration Service.

Example of calculating a Scope 1 stationary emissions footprint with AWS services

Let’s assume you burned 100 standard cubic feet (scf) of natural gas in an oven. Using the US EPA emission factors for stationary emissions we can estimate the carbon footprint associated with the burning. In this case the emission factor is 0.05449555 Kg CO2e /scf.[3]

Amazon S3 is ideal for building a data lake on AWS to store disparate data sources in a single repository, due to its virtually unlimited scalability and high durability. Athena, a serverless interactive query service, allows the analysis of data directly from Amazon S3 using standard SQL without having to load the data into Athena or run complex extract, transform, and load (ETL) processes. Amazon QuickSight supports creating visualizations of different data sources, including Amazon S3 and Athena, and the flexibility to use custom SQL to extract a subset of the data. QuickSight dashboards can provide you with insights (such as your company’s estimated carbon footprint) quickly, and also provide the ability to generate standardized reports for your business and sustainability users.

In this example, the sample data is stored in a file system and uploaded to Amazon S3 using the AWS Command Line Interface (CLI) as shown in the following architecture diagram. AWS recommends creating AWS resources and managing CLI access in accordance with the Best Practices for Security, Identity, & Compliance guidance.

The AWS CLI command below demonstrates how to upload the sample data folders into the S3 target location.

aws s3 cp /path/to/local/file s3://bucket-name/path/to/destination

The snapshot of the S3 console shows two newly added folders that contains the files.

S3 Bucket Overview of Files

To create new table schemas, we start by running the following script for the gas utilization table in the Athena query editor using Hive DDL. The script defines the data format, column details, table properties, and the location of the data in S3.

CREATE EXTERNAL TABLE `gasutilization`(
`fuel_id` int,
`month` string,
`year` int,
`usage_therms` float,
`usage_scf` float,
`g-nr1_schedule_charge` float,
`accountfee` float,
`gas_ppps` float,
`netcharge` float,
`taxpercentage` float,
`totalcharge` float)
ROW FORMAT DELIMITED
FIELDS TERMINATED BY ','
STORED AS INPUTFORMAT
'org.apache.hadoop.mapred.TextInputFormat'
OUTPUTFORMAT
'org.apache.hadoop.hive.ql.io.HiveIgnoreKeyTextOutputFormat'
LOCATION
's3://<bucketname>/Scope 1 Sample Data/gasutilization'
TBLPROPERTIES (
'classification'='csv',
'skip.header.line.count'='1')

Athena Hive DDLThe script below shows another example of using Hive DDL to generate the table schema for the gas emission factor data.

CREATE EXTERNAL TABLE `gas_emission_factor`(
`fuel_id` int,
`gas_name` string,
`emission_factor` float)
ROW FORMAT DELIMITED
FIELDS TERMINATED BY ','
STORED AS INPUTFORMAT
'org.apache.hadoop.mapred.TextInputFormat'
OUTPUTFORMAT
'org.apache.hadoop.hive.ql.io.HiveIgnoreKeyTextOutputFormat'
LOCATION
's3://<bucketname>/Scope 1 Sample Data/gas_emission_factor'
TBLPROPERTIES (
'classification'='csv',
'skip.header.line.count'='1')

After creating the table schema in Athena, we run the below query against the gas utilization table that includes details of gas bills to show the gas utilization and the associated charges, such as gas public purpose program surcharge (PPPS) and total charges after taxes for the year of 2020:

SELECT * FROM "gasutilization" where year = 2020;

Athena gas utilization overview by month

We are also able to analyze the emission factor data showing the different fuel types and their corresponding CO2e emission as shown in the screenshot.

athena co2e emission factor

With the emission factor and the gas utilization data, we can run the following query below to get an estimated Scope 1 carbon footprint alongside other details. In this query, we joined the gas utilization table and the gas emission factor table on fuel id and multiplied the gas usage in standard cubic foot (scf) by the emission factor to get the estimated CO2e impact. We also selected the month, year, total charge, and gas usage measured in therms and scf, as these are often attributes that are of interest for customers.

SELECT "gasutilization"."usage_scf" * "gas_emission_factor"."emission_factor" 
AS "estimated_CO2e_impact", 
"gasutilization"."month", 
"gasutilization"."year", 
"gasutilization"."totalcharge", 
"gasutilization"."usage_therms", 
"gasutilization"."usage_scf" 
FROM "gasutilization" 
JOIN "gas_emission_factor" 
on "gasutilization"."fuel_id"="gas_emission_factor"."fuel_id";

athena join

Lastly, Amazon QuickSight allows visualization of different data sources, including Amazon S3 and Athena, and the flexibility to use custom SQL to get a subset of the data. The following is an example of a QuickSight dashboard showing the gas utilization, gas charges, and estimated carbon footprint across different years.

QuickSight sample dashboard

We have just estimated the Scope 1 carbon footprint for one source of stationary combustion. If we were to do the same process for all sources of stationary and mobile emissions (with different emissions factors) and add the results together, we could roll up an accurate estimate of our Scope 1 carbon emissions for the entire business by only utilizing native AWS services and our own data. A similar process will yield an estimate of Scope 2 emissions, with grid carbon intensity in the place of Scope 1 emission factors.

Summary

This blog discusses how organizations can use existing data in disparate sources to build a data architecture to gain better visibility into Scope 1 greenhouse gas emissions. With Athena, S3, and QuickSight, organizations can now estimate their stationary emissions carbon footprint in a repeatable way by applying the consumption-based method to convert fuel utilization into an estimated carbon footprint.

Other approaches available on AWS include Carbon Accounting on AWS, Sustainability Insights Framework, Carbon Data Lake on AWS, and general guidance detailed at the AWS Carbon Accounting Page.

If you are interested in information on estimating your organization’s carbon footprint with AWS, please reach out to your AWS account team and check out AWS Sustainability Solutions.

References

  1. An example from page four of Amazon’s Carbon Methodology document illustrates this concept.
    Amount spent on truck transport: $100,000
    EPA Emission Factor: 1.556 KG CO2e /dollar of truck transport
    Estimated CO₂e emission: $100,000 * 1.556 KG CO₂e/dollar of truck transport = 155,600 KG of CO2e ↑
  2. For example,
    Gasoline consumed: 1,000 US Gallons
    EPA Emission Factor: 8.81 Kg of CO2e /gallon of gasoline combusted
    Estimated CO2e emission = 1,000 US Gallons * 8.81 Kg of CO2e per gallon of gasoline consumed= 8,810 Kg of CO2e.
    EPA Emissions Factor for stationary emissions of motor gasoline is 8.78 kg CO2 plus .38 grams of CH4, plus .08 g of N2O.
    Combining these emission factors using 100-year global warming potential for each gas (CH4:25 and N2O:298) gives us Combined Emission Factor = 8.78 kg + 25*.00038 kg + 298 *.00008 kg = 8.81 kg of CO2e per gallon.↑
  3. The Emission factor per scf is 0.05444 kg of CO2 plus 0.00103 g of CH4 plus 0.0001 g of N2O. To get this in terms of CO2e we need to multiply the emission factor of the other two gases by their global warming potentials (GWP). The 100-year GWP for CH4  and N2O are 25 and 298 respectively. Emission factors and GWPs come from the US EPA website. ↑


About the Authors


Thomas Burns
, SCR, CISSP is a Principal Sustainability Strategist and Principal Solutions Architect at Amazon Web Services. Thomas supports manufacturing and industrial customers world-wide. Thomas’s focus is using the cloud to help companies reduce their environmental impact both inside and outside of IT.

Aileen Zheng is a Solutions Architect supporting US Federal Civilian Sciences customers at Amazon Web Services (AWS). She partners with customers to provide technical guidance on enterprise cloud adoption and strategy and helps with building well-architected solutions. She is also very passionate about data analytics and machine learning. In her free time, you’ll find Aileen doing pilates, taking her dog Mumu out for a hike, or hunting down another good spot for food! You’ll also see her contributing to projects to support diversity and women in technology.