Tag Archives: Disaster Recovery

Disaster Recovery (DR) for a Third-party Interactive Voice Response on AWS

Post Syndicated from Priyanka Kulkarni original https://aws.amazon.com/blogs/architecture/disaster-recovery-dr-for-a-third-party-interactive-voice-response-on-aws/

Voice calling systems are prevalent and necessary to many businesses today. They are usually designed to provide a 24×7 helpline support across multiple domains and use cases. Reliability and availability of such systems are important for a good customer experience. The thoughtful design of a cost-optimized solution will allow your business to sustain the system into the future.

We address a scenario in which you are mandated to host the workload on a corporate data center (DC), and configure the backup site on Amazon Web Services (AWS). Since the primary objective of a backup site is disaster recovery (DR) management, this site is often referred to as a DR site.

Disaster Recovery on AWS

DR strategy defines the recovery objectives for downtime and data loss. The workload has a recovery time objective (RTO) and a recovery point objective (RPO). RTO is the maximum acceptable delay between the interruption of service and the restoration of service. RPO is the maximum acceptable amount of time since the last data recovery point. AWS defines four DR strategies in increasing order of complexity, and decreasing order of RTO and RPO. These are backup and restore, active/passive (pilot light or warm standby), or active/active.

Figure 1. Disaster recovery (DR) options

Figure 1. Disaster recovery (DR) options

In our use case, the DR site on AWS must serve the user traffic with RPO and RTO in seconds. Warm standby is the optimal choice in this case. It is a scaled-down version of a fully functional environment, and is always running in the cloud.

Amazon Connect is an omnichannel cloud contact center that helps you provide great customer service at a lower cost. But in some situations, Amazon Connect may not be available. In other cases, the customer may want to use their home developed or third-party contact center application. Our solution is designed to help in both these scenarios.

This architecture enables customers facing challenges of cost overhead with redundant Session Initiation Protocol (SIP) trunks for the DC and DR sites. It allows you to optimize your spend and yet retain a reliable workflow.

SIP trunk communication on AWS

Let’s see how the SIP trunk termination on the AWS network handles the failover scenario of a third-party IVR application installed on Amazon EC2 at the DR site.

There will be two connections made from the AWS Direct Connect location (DX). The first will be for a point-to-point connectivity between the corporate DC and the AWS DR site. The second connection will be originating from the multiplexer (MUX) of the telecom provider who is providing you the SIP trunk.

The telecom provider will lay the SIP trunk from its MUX to the customer router at the DX location. At this point, the mode of communication becomes IP-based. The telecom provider will send the call to the IP address attached to the Network Load Balancer (NLB) in Amazon Virtual Private Cloud (VPC).

Figure 2. Communication circuitry at telecom side

Figure 2. Communication circuitry at telecom side

AWS Network Load Balancers can now distribute traffic to AWS resources using their IP addresses and instance IDs as targets. You can also distribute the traffic with on-premises resources over AWS Direct Connect. Load balancing across AWS and on-premises resources using the same load balancer streamlines migrate-to-cloud, burst-to-cloud, or failover-to-cloud.

In the backup site, the NLB will point to the Session Border Controller (SBC). This is a special-purpose device that protects and regulates IP communications flows. You can bring your own SBC, or you can use an SBC offered in the AWS Marketplace.

Best practices for high availability of IVR solution on AWS

  • Configure the multiple Availability Zone (Multi-AZ) SBC setup
  • Make sure that the telecom provider for the SIP trunk is different from the internet service provider (ISP). This is for last mile connectivity for the DC from Direct Connect
  • Consider redundancy for Direct Connect by using a Site-to-Site VPN tunnel
Figure 3. Solution architecture of DR on AWS for a third-party IVR solution

Figure 3. Solution architecture of DR on AWS for a third-party IVR solution

Communication flow for an IVR solution deployed on a corporate DC and its DR on AWS

  1. The callers are received on the telecom providers SIP line, which terminates on the AWS Direct Connect location.
  2. At the DX location, you will configure a route in the AWS router to send the traffic to the IP address of the NLB. The NLB should be configured to perform health checks on the virtual machine in your on-premises DC. Based on these health checks, the NLB will do the routing and the failover.
  3. In a live scenario with successful health checks at the DC, the NLB will forward the call to the IP of the on-premises virtual machine. This is where the IVR application will be installed.
  4. The communication between the NLB in Amazon VPC and the virtual machine in DC, will happen over Direct Connect.
  5. In a DR scenario, the NLB will failover the communication to SBCs in Amazon VPC.

Conclusion

This solution is useful when a third-party IVR system is deployed in a corporate data center, and the passive DR site is hosted on AWS. Cost optimization on telecom components is an important aspect of this design. AWS Direct Connect provides dedicated connectivity to the AWS environment, from 50 Mbps up to 10 Gbps. This gives you managed and controlled latency. It also provides provisioned bandwidth, so your workload can connect to AWS resources in a reliable, scalable, and cost-effective way.

The solution in this blog explains the end-to-end flow of communication, from the user to the IVR agents. It also provides insights into managing failover and failback between DR and the DR site.

Further Reading:

Disaster recovery compliance in the cloud, part 2: A structured approach

Post Syndicated from Dan MacKay original https://aws.amazon.com/blogs/security/disaster-recovery-compliance-in-the-cloud-part-2-a-structured-approach/

Compliance in the cloud is fraught with myths and misconceptions. This is particularly true when it comes to something as broad as disaster recovery (DR) compliance where the requirements are rarely prescriptive and often based on legacy risk-mitigation techniques that don’t account for the exceptional resilience of modern cloud-based architectures. For regulated entities subject to principles-based supervision such as many financial institutions (FIs), the responsibility lies with the FI to determine what’s necessary to adequately recover from a disaster event. Without clear instructions, FIs are susceptible to making incorrect assumptions regarding their compliance requirements for DR.

In Part 1 of this two-part series, I provided some examples of common misconceptions FIs have about compliance requirements for disaster recovery in the cloud. In Part 2, I outline five steps you can take to avoid these misconceptions when architecting DR-compliant workloads for deployment on Amazon Web Services (AWS).

1. Identify workloads planned for deployment

It’s common for FIs to have a portfolio of workloads they are considering deploying to the cloud and often want to know that they can be compliant across the board. But compliance isn’t a one-size-fits-all domain—it’s based on the characteristics of each workload. For example, does the workload contain personally identifiable information (PII)? Will it be used to store, process, or transmit credit card information? Compliance is dependent on the answers to questions such as these and must be assessed on a case-by-case basis. Therefore, the first step in architecting for compliance is to identify the specific workloads you plan to deploy to the cloud. This way, you can assess the requirements of these specific workloads and not be distracted by aspects of compliance that might not be relevant.

2. Define the workload’s resiliency requirements

Resiliency is the ability of a workload to recover from infrastructure or service disruptions. DR is an important part of your resiliency strategy and concerns how your workload responds to a disaster event. DR strategies on AWS range from simple, low cost options such as backup and restore, to more complex options such as multi-site active-active, as shown in Figure 1.
 

For more information, I encourage you to read Seth Eliot’s blog series on DR Architecture on AWS as well as the AWS whitepaper Disaster Recovery of Workloads on AWS: Recovery in the Cloud.

The DR strategy you choose for a particular workload is dependent on your organization’s requirements for avoiding loss of data—known as the recovery point objective (RPO)—and reducing downtime where the workload isn’t available —known as the recovery time objective (RTO). RPO and RTO are key factors for determining the minimum architectural specifications necessary to meet the workload’s resiliency requirements. For example, can the workload’s RPO and RTO be achieved using a multi-AZ architecture in a single AWS Region, or do the resiliency requirements necessitate deploying the workload across multiple AWS Regions? Even if your workload is not subject to explicit compliance requirements for resiliency, understanding these requirements is necessary for assessing other aspects of DR compliance, including data residency and geodiversity.

3. Confirm the workload’s data residency requirements

As I mentioned in Part 1, data residency requirements might restrict which AWS Region or Regions you can deploy your workload to. Therefore, you need to confirm whether the workload is subject to any data residency requirements within applicable laws and regulations, corporate policies, or contractual obligations.

In order to properly assess these requirements, you must review the explicit language of the requirements so as to understand the specific constraints they impose. You should also consult legal, privacy, and compliance subject-matter specialists to help you interpret these requirements based on the characteristics of the workload. For example, do the requirements specifically state that the data cannot leave the country, or can the requirement be met so long as the data can be accessed from that country? Does the requirement restrict you from storing a copy of the data in another country—for example, for backup and recovery purposes? What if the data is encrypted and can only be read using decryption keys kept within the home country? Consulting subject-matter specialists to help interpret these requirements can help you avoid making overly restrictive assumptions and imposing unnecessary constraints on the workload’s architecture.

4. Confirm the workload’s geodiversity requirements

A single Region, multiple-AZ architecture is often sufficient to meet a workload’s resiliency requirements. However, if the workload is subject to geodiversity requirements, the distance between the AZs in an AWS Region might not conform to the minimum distance between individual data centers specified by the requirements. Therefore, it’s critical to confirm whether any geodiversity requirements apply to the workload.

Like data residency, it’s important to assess the explicit language of geodiversity requirements. Are they written down in a regulation or corporate policy, or are they just a recommended practice? Can the requirements be met if the workload is deployed across three or more AZs even if the minimum distance between those AZs is less than the specified minimum distance between the primary and backup data centers? If it’s a corporate policy, does it allow for exceptions if an alternative method provides equal or greater resiliency than asynchronous replication between two geographically distant data centers? Or perhaps the corporate policy is outdated and should be revised to reflect modern risk mitigation techniques. Understanding these parameters can help you avoid unnecessary constraints as you assess architectural options for your workloads.

5. Assess architectural options to meet the workload’s requirements

Now that you understand the workload’s requirements for resiliency, data residency, and geodiversity, you can assess the architectural options that meet these requirements in the cloud.

As per AWS Well-Architected best practices, you should strive for the simplest architecture necessary to meet your requirements. This includes assessing whether the workload can be accommodated within a single AWS Region. If the workload is constrained by explicit geographic diversity requirements or has resiliency requirements that cannot be accommodated by a single AWS Region, then you might need to architect the workload for deployment across multiple AWS Regions. If the workload is also constrained by explicit data residency requirements, then it might not be possible to deploy to multiple AWS Regions. In cases such as these, you can work with our AWS Solution Architects to assess hybrid options that might meet your compliance requirements, such as using AWS Outposts, Amazon Elastic Container Service (Amazon ECS) Anywhere, or Amazon Elastic Kubernetes Service (Amazon EKS) Anywhere. Another option may be to consider a DR solution in which your on-premises infrastructure is used as a backup for a workload running on AWS. In some cases, this might be a long-term solution. In others, it might be an interim solution until certain constraints can be removed—for example, a change to corporate policy or the introduction of additional AWS Regions in a particular country.

Conclusion

Let’s recap by summarizing some guiding principles for architecting compliant DR workloads as outlined in this two-part series:

  • Avoid assumptions; confirm the facts. If it’s not written down, it’s unlikely to be considered a mandatory compliance requirement.
  • Consult the experts. Legal, privacy, and compliance, as well as AWS Solution Architects, AWS security and compliance specialists, and other subject-matter specialists.
  • Avoid generalities; focus on the specifics. There is no one-size-fits-all approach.
  • Strive for simplicity, not zero risk. Don’t use multiple AWS Regions when one will suffice.
  • Don’t get distracted by exceptions. Focus on your current requirements, not workloads you’re not yet prepared to deploy to the cloud.

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

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Author

Dan MacKay

Dan is the Financial Services Compliance Specialist for AWS Canada. As a member of the Worldwide Financial Services Security & Compliance team, Dan advises financial services customers on best practices and practical solutions for cloud-related governance, risk, and compliance. He specializes in helping AWS customers navigate financial services and privacy regulations applicable to the use of cloud technology in Canada.

Disaster recovery compliance in the cloud, part 1: Common misconceptions

Post Syndicated from Dan MacKay original https://aws.amazon.com/blogs/security/disaster-recovery-compliance-in-the-cloud-part-1-common-misconceptions/

Compliance in the cloud can seem challenging, especially for organizations in heavily regulated sectors such as financial services. Regulated financial institutions (FIs) must comply with laws and regulations (often in multiple jurisdictions), global security standards, their own corporate policies, and even contractual obligations with their customers and counterparties. These various compliance requirements may impose constraints on how their workloads can be architected for the cloud, and may require interpretation on what FIs must do in order to be compliant. It’s common for FIs to make assumptions regarding their compliance requirements, which can result in unnecessary costs and increased complexity, and might not align with their strategic objectives. A modern, rationalized approach to compliance can help FIs avoid imposing unnecessary constraints while meeting their mandatory requirements.

In my role as an Amazon Web Services (AWS) Compliance Specialist, I work with our financial services customers to identify, assess, and determine solutions to address their compliance requirements as they move to the cloud. One of the most common challenges customers ask me about is how to comply with disaster recovery (DR) requirements for workloads they plan to run in the cloud. In this blog post, I share some of the typical misconceptions FIs have about DR compliance in the cloud. In Part 2, I outline a structured approach to designing compliant architectures for your DR workloads. As my primary market is Canada, the examples in this blog post largely pertain to FIs operating in Canada, but the principles and best practices are relevant to regulated organizations in any country.

“Why isn’t there a checklist for compliance in the cloud?”

Compliance requirements are sometimes prescriptive: “if X, then you must do Y.” When requirements are prescriptive, it’s usually clear what you must do in order to be compliant. For example, the Payment Card Industry Data Security Standard (PCI DSS) requirement 8.2.4 obliges companies that process, store, or transmit credit card information to “change user passwords/passphrases at least once every 90 days.” But in the financial services sector, compliance requirements for managing operational risks can be subjective. When regulators take what is known as a principles-based approach to setting regulatory expectations, each FI is required to assess their specific risks and determine the mitigating controls necessary to conform with the organization’s tolerance for operational risk. Because the rules aren’t prescriptive, there is no “checklist for achieving compliance.” Instead, principles-based requirements are guidelines that FIs are expected to consider as they design and implement technology solutions. They are, by definition, subject to interpretation and can be prone to myths and misconceptions among FIs and their service providers. To illustrate this, let’s look at two aspects of DR that are frequently misunderstood within the Canadian financial services industry: data residency and geodiversity.

“My data has to stay in country X”

Data residency or data localization is a requirement for specific data-sets processed and stored in an IT system to remain within a specific jurisdiction (for example, a country). As discussed in our Policy Perspectives whitepaper, contrary to historical perspectives, data residency doesn’t provide better security. Most cyber-attacks are perpetrated remotely and attackers aren’t deterred by the physical location of their victims. In fact, data residency can run counter to an organization’s objectives for security and resilience. For example, data residency requirements can limit the options our customers have when choosing the AWS Region or Regions in which to run their production workloads. This is especially challenging for customers who want to use multiple Regions for backup and recovery purposes.

It’s common for FIs operating in Canada to assume that they’re required to keep their data—particularly customer data—in Canada. In reality, there’s very little from a statutory perspective that imposes such a constraint. None of the private sector privacy laws include data residency requirements, nor do any of the financial services regulatory guidelines. There are some place of records requirements in Canadian federal financial services legislation such as The Bank Act and The Insurance Companies Act, but these are relatively narrow in scope and apply primarily to corporate records. For most Canadian FIs, their requirements are more often a result of their own corporate policies or contractual obligations, not externally imposed by public policies or regulations.

“My data centers have to be X kilometers apart”

Geodiversity—short for geographic diversity—is the concept of maintaining a minimum distance between primary and backup data processing sites. Geodiversity is based on the principle that requiring a certain distance between data centers mitigates the risk of location-based disruptions such as natural disasters. The principle is still relevant in a cloud computing context, but is not the only consideration when it comes to planning for DR. The cloud allows FIs to define operational resilience requirements instead of limiting themselves to antiquated business continuity planning and DR concepts like physical data center implementation requirements. Legacy disaster recovery solutions and architectures, and lifting and shifting such DR strategies into the cloud, can diminish the potential benefits of using the cloud to improve operational resilience. Modernizing your information technology also means modernizing your organization’s approach to DR.

In the cloud, vast physical distance separation is an anti-pattern—it’s an arbitrary metric that does little to help organizations achieve availability and recovery objectives. At AWS, we design our global infrastructure so that there’s a meaningful distance between the Availability Zones (AZs) within an AWS Region to support high availability, but close enough to facilitate synchronous replication across those AZs (an AZ being a cluster of data centers). Figure 1 shows the relationship between Regions, AZs, and data centers.
 

Synchronous replication across multiple AZs enables you to minimize data loss (defined as the recovery point objective or RPO) and reduce the amount of time that workloads are unavailable (defined as the recovery time objective or RTO). However, the low latency required for synchronous replication becomes less achievable as the distance between data centers increases. Therefore, a geodiversity requirement that mandates a minimum distance between data centers that’s too far for synchronous replication might prohibit you from taking advantage of AWS’s multiple-AZ architecture. A multiple-AZ architecture can achieve RTOs and RPOs that aren’t possible with a simple geodiversity mitigation strategy. For more information, refer to the AWS whitepaper Disaster Recovery of Workloads on AWS: Recovery in the Cloud.

Again, it’s a common perception among Canadian FIs that the disaster recovery architecture for their production workloads must comply with specific geodiversity requirements. However, there are no statutory requirements applicable to FIs operating in Canada that mandate a minimum distance between data centers. Some FIs might have corporate policies or contractual obligations that impose geodiversity requirements, but for most FIs I’ve worked with, geodiversity is usually a recommended practice rather than a formal policy. Informal corporate guidelines can have some value, but they aren’t absolute rules and shouldn’t be treated the same as mandatory compliance requirements. Otherwise, you might be unintentionally restricting yourself from taking advantage of more effective risk management techniques.

“But if it is a compliance requirement, doesn’t that mean I have no choice?”

Both of the previous examples illustrate the importance of not only confirming your compliance requirements, but also recognizing the source of those requirements. It might be infeasible to obtain an exception to an externally-imposed obligation such as a regulatory requirement, but exceptions or even revisions to corporate policies aren’t out of the question if you can demonstrate that modern approaches provide equal or greater protection against a particular risk—for example, the high availability and rapid recoverability supported by a multiple-AZ architecture. Consider whether your compliance requirements provide for some level of flexibility in their application.

Also, because many of these requirements are principles-based, they might be subject to interpretation. You have to consider the specific language of the requirement in the context of the workload. For example, a data residency requirement might not explicitly prohibit you from storing a copy of the content in another country for backup and recovery purposes. For this reason, I recommend that you consult applicable specialists from your legal, privacy, and compliance teams to aid in the interpretation of compliance requirements. Once you understand the legal boundaries of your compliance requirements, AWS Solutions Architects and other financial services industry specialists such as myself can help you assess viable options to meet your needs.

Conclusion

In this first part of a two-part series, I provided some examples of common misconceptions FIs have about compliance requirements for disaster recovery in the cloud. The key is to avoid making assumptions that might impose greater constraints on your architecture than are necessary. In Part 2, I show you a structured approach for architecting compliant DR workloads that can help you to avoid these preventable missteps.

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

Want more AWS Security how-to content, news, and feature announcements? Follow us on Twitter.

Author

Dan MacKay

Dan is the Financial Services Compliance Specialist for AWS Canada. As a member of the Worldwide Financial Services Security & Compliance team, Dan advises financial services customers on best practices and practical solutions for cloud-related governance, risk, and compliance. He specializes in helping AWS customers navigate financial services and privacy regulations applicable to the use of cloud technology in Canada.

Implementing Multi-Region Disaster Recovery Using Event-Driven Architecture

Post Syndicated from Vaibhav Shah original https://aws.amazon.com/blogs/architecture/implementing-multi-region-disaster-recovery-using-event-driven-architecture/

In this blog post, we share a reference architecture that uses a multi-Region active/passive strategy to implement a hot standby strategy for disaster recovery (DR).

We highlight the benefits of performing DR failover using event-driven, serverless architecture, which provides high reliability, one of the pillars of AWS Well Architected Framework.

With the multi-Region active/passive strategy, your workloads operate in primary and secondary Regions with full capacity. The main traffic flows through the primary and the secondary Region acts as a recovery Region in case of a disaster event. This makes your infrastructure more resilient and highly available and allows business continuity with minimal impact on production workloads. This blog post aligns with the Disaster Recovery Series that explains various DR strategies that you can implement based on your goals for recovery time objectives (RTO), recovery point objectives (RPO), and cost.

DR Strategies

Figure 1. DR strategies

Keeping RTO and RPO low

DR allows you to recover from various unforeseen failures that may make a Region unusable, including human errors causing misconfiguration, technical failures, natural disasters, etc. DR also mitigates the impact of disaster events and improves resiliency, which keeps Service Level Agreements high with minimum impact on business continuity.

As shown in Figure 2, the multi-Region active-passive strategy switches request traffic from primary to secondary Region via DNS records via Amazon Route 53 routing policies. This keeps RTO and RPO low.

DR implementation architecture on multi-Region active-passive workloads

Figure 2. DR implementation architecture on multi-Region active/passive workloads

Deploying your multi-Region workload with AWS CodePipeline

In the multi-Region active/passive strategy, your workload handles full capacity in primary and secondary AWS Regions using AWS CloudFormation. By using AWS CodePipeline, one deploy stage within the pipeline will deploy the stack to the primary Region (Figure 3). After that, the same stack is copied to the secondary Region.

The workloads in the primary and secondary Regions will be treated as two different environments. However, they will run the same version of your application for consistency and availability in event of a failure.

Deploying new versions to Lambda using CodePipeline and CloudFormation in two Regions

Figure 3. Deploying new versions to Lambda using CodePipeline and CloudFormation in two Regions

Fail over with event-driven serverless architecture

The event-driven serverless architecture performs failover by updating the weights of the Route 53 record. This shifts the traffic flow from the primary to the secondary Region. This operation specifies the source Region from where the failover is happening to the destination Region.

For a given application, there will be two Route 53 records with the same name. The two records will point at two different endpoints for the application deployed in two different Regions.

The record will use a weighted policy with the weight as 100 for the record pointing at the endpoint in the primary Region. This means that all the request traffic will be served by the endpoint in the primary Region. Similarly, the second record will have weight as 0 and will be pointing to the endpoint in the secondary Region. This means none of the request traffic will reach that endpoint. This process can be repeated for multiple API endpoints. The information about the applications, like DNS records, endpoints, hosted zone IDs, Regions, and weights will all be stored in a DynamoDB table.

Then the Amazon API Gateway calls an AWS Lambda function that scans each item in an Amazon DynamoDB table. The API Gateway also updates the weighted policy of the Route 53 record and the DynamoDB table weight attribute.

The API Gateway, Lambda, function and global DynamoDB table will all be deployed in the primary and secondary Regions.

Ensuring workload availability after a disaster

In the event of disaster, the data in the affected Region must be available in the recovery Region. In this section, we talk about fail over of databases like DynamoDB tables and Amazon Relational Database Service (Amazon RDS) databases.

Global DynamoDB tables

If you have two tables coexisting in two different Regions, any changes made to the table in the primary Region will be replicated to the secondary Region and vice versa. Once failover occurs, the request traffic moves through the recovery Region and connects to its databases, meaning your data and workloads are still working and available.

Amazon RDS database

Amazon RDS does not offer the same failover features that DynamoDB tables do. However, Amazon Aurora does offer a replication feature to read replicas in other Regions.

To use this feature, you’ll create an RDS database in the primary Region and enable backup replication in the configuration. In case of a DR event, you can choose to restore the replicated backup on the Amazon RDS instance in the destination Region.

Approach

Initiating DR

The DR process can be initiated manually or automatically based on certain metrics like status checks, error rates, etc. If the established thresholds are reached for these metrics, it signifies the workloads in the primary Region are failing.

You can initiate the DR process automatically by invoking an API call that can initiate backend automation. This allows you to measure how resilient and reliable your workload is and how quickly you can switch traffic to another Region if a real disaster happens.

Failover

The failover process is initiated by the API Gateway invoking a Lambda function, as shown on the left side of Figure 2. The Lambda function then performs failover by updating the weights of the Route 53 and DynamoDB table records. Similar steps can be performed for failing over database endpoints.

Once failover is complete, you’ll want to monitor traffic using Amazon CloudWatch. The List the available CloudWatch metrics for your instances user guide provides common metrics for you to monitor for Amazon Elastic Compute Cloud (Amazon EC2). The Amazon ECS CloudWatch metrics user guide provides common metrics to monitor for Amazon Elastic Container Service (Amazon ECS).

Failback

Once failover is successful and you’ve proven that traffic is being successfully routed to the new Region, you’ll failback to the primary Region. Similar metrics can be monitored in the secondary Region like you did in the Failover section.

Testing and results

Regularly test your DR process and evaluate the results and metrics. Based on the success and misses, you can make nearly continuous improvements in the DR process.

The critical applications within your organization will likely change over time, so it is important to evaluate which applications are mission critical and require an active/passive DR strategy. If an application is no longer mission critical, another DR strategy may be more appropriate.

Conclusion

The multi-Region active/passive strategy is one way to implement DR for applications hosted on AWS. It can fail over several applications in a short period of time by using serverless capabilities.

By using this strategy, your applications will be highly available and resilient to issues impacting Regional failures. It provides high business continuity, limits losses due to revenue reduction, and your customers will see minimum impact on performance efficiency, which is one of the pillars of AWS Well Architected Framework. By using this strategy, you can significantly reduce DR time by trading lower RTO and RPO for higher costs for critical applications.

Related information

Encrypt global data client-side with AWS KMS multi-Region keys

Post Syndicated from Jeremy Stieglitz original https://aws.amazon.com/blogs/security/encrypt-global-data-client-side-with-aws-kms-multi-region-keys/

Today, AWS Key Management Service (AWS KMS) is introducing multi-Region keys, a new capability that lets you replicate keys from one Amazon Web Services (AWS) Region into another. Multi-Region keys are designed to simplify management of client-side encryption when your encrypted data has to be copied into other Regions for disaster recovery or is replicated in Amazon DynamoDB global tables.

In this blog post, we give an overview of how we got here and how to get started using multi-Region keys. We include a code example for multi-Region encryption of data in DynamoDB global tables.

How we got here

From its inception, AWS KMS has been strictly isolated to a single AWS Region for each implementation, with no sharing of keys, policies, or audit information across Regions. Region isolation can help you comply with security standards and data residency requirements. However, not sharing keys across Regions creates challenges when you need to move data that depends on those keys across Regions. AWS services that use your KMS keys for server-side encryption address this challenge by transparently re-encrypting data on your behalf using the KMS keys you designate in the destination Region. If you use client-side encryption, this work adds extra complexity and latency of re-encrypting between regionally isolated KMS keys.

Multi-Region keys are a new feature from AWS KMS for client-side applications that makes KMS-encrypted ciphertext portable across Regions. Multi-Region keys are a set of interoperable KMS keys that have the same key ID and key material, and that you can replicate to different Regions within the same partition. With symmetric multi-Region keys, you can encrypt data in one Region and decrypt it in a different Region. With asymmetric multi-Region keys, you encrypt, decrypt, sign, and verify messages in multiple Regions.

Multi-Region keys are supported in the AWS KMS console, the AWS KMS API, the AWS Encryption SDK, Amazon DynamoDB Encryption Client, and Amazon S3 Encryption Client. AWS services also let you configure multi-Region keys for server-side encryption in case you want the same key to protect data that needs both server-side and client-side encryption.

Getting started with multi-Region keys

To use multi-Region keys, you create a primary multi-Region key with a new key ID and key material. Then, you use the primary key to create a related multi-Region replica key in a different Region of the same AWS partition. Replica keys are KMS keys that can be used independently; they aren’t a pointer to the primary key. The primary and replica keys share only certain properties, including their key ID, key rotation, and key origin. In all other aspects, every multi-Region key, whether primary or replica, is a fully functional, independent KMS key resource with its own key policy, aliases, grants, key description, lifecycle, and other attributes. The key Amazon Resource Names (ARN) of related multi-Region keys differ only in the Region portion, as shown in the following figure (Figure 1).

Figure 1: Multi-Region keys have unique ARNs but identical key IDs

Figure 1: Multi-Region keys have unique ARNs but identical key IDs

You cannot convert an existing single-Region key to a multi-Region key. This design ensures that all data protected with existing single-Region keys maintain the same data residency and data sovereignty properties.

When to use multi-Region keys

You can use multi-Region keys in any client-side application. Since multi-Region keys avoid cross-Region calls, they’re especially useful for scenarios where you don’t want to depend on another Region or incur the latency of a cross-Region call. For example, disaster recovery, global data management, distributed signing applications, and active-active applications that span multiple Regions can all benefit from using multi-Region keys. You can also create and use multi-Region keys in a single Region and choose to replicate those keys at some later date when you need to move protected data to additional Regions.

Note: If your application will run in only one Region, you should continue to use single-Region keys to benefit from their data isolation properties.

One significant benefit of multi-Region keys is using them with DynamoDB global tables. Let’s explore that interaction in detail.

Using multi-Region keys with DynamoDB global tables

AWS KMS multi-Region keys (MRKs) can be used with the DynamoDB Encryption Client to protect data in DynamoDB global tables. You can configure the DynamoDB Encryption Client to call AWS KMS for decryption in a different Region than the one in which the data was encrypted, as shown in the following figure (Figure 2). This is useful for disaster recovery, or simply to improve performance when using DynamoDB in a globally distributed application.

Figure 2: Using multi-Region keys with DynamoDB global tables

Figure 2: Using multi-Region keys with DynamoDB global tables

The steps described in Figure 2 are:

  1. Encrypt record with primary MRK
  2. Put encrypted record
  3. Global table replication
  4. Get encrypted record
  5. Decrypt record with replica MRK

Create a multi-Region primary key

Begin by creating a multi-Region primary key and replicating it into your backup Regions. We’ll assume that you’ve created a DynamoDB global table that’s replicated to the same Regions.

Configure the DynamoDB Encryption Client to encrypt records

To use AWS KMS multi-Region keys, you need to configure the DynamoDB Encryption Client with the Region you want to call, which is typically the Region where the application is running. Then, you need to configure the ARN of the KMS key you want to use in that Region.

This example encrypts records in us-east-1 (US East (N. Virginia)) and decrypts records in us-west-2 (US West (Oregon)). If you use the following example configuration code, be sure to replace the example key ARNs with valid key ARNs for your multi-Region keys.

// Specify the multi-Region key in the us-east-1 Region
String encryptRegion = "us-east-1";
String cmkArnEncrypt = "arn:aws:kms:us-east-1:<111122223333>:key/<mrk-1234abcd12ab34cd56ef12345678990ab>";

// Set up SDK clients for KMS and DDB in us-east-1
AWSKMS kmsEncrypt = AWSKMSClientBuilder.standard().withRegion(encryptRegion).build();
AmazonDynamoDB ddbEncrypt = AmazonDynamoDBClientBuilder.standard().withRegion(encryptRegion).build();

// Configure the example global table
String tableName = "global-table-example";
String employeeIdAttribute = "employeeId";
String nameAttribute = "name";

// Configure attribute actions for the Dynamo DB Encryption Client
//   Sign the employee ID field
//   Encrypt and sign the name field
Map<String, Set<EncryptionFlags>> actions = new HashMap<>();
actions.put(employeeIdAttribute, EnumSet.of(EncryptionFlags.SIGN));
actions.put(nameAttribute, EnumSet.of(EncryptionFlags.ENCRYPT, EncryptionFlags.SIGN));

// Set an encryption context. This is an optional best practice.
final EncryptionContext encryptionContext = new EncryptionContext.Builder()
        .withTableName(tableName)
        .withHashKeyName(employeeIdAttribute)
        .build();

// Use the Direct KMS materials provider and the DynamoDB encryptor
// Specify the key ARN of the multi-Region key in us-east-1
DirectKmsMaterialProvider cmpEncrypt = new DirectKmsMaterialProvider(kmsEncrypt, cmkArnEncrypt);
DynamoDBEncryptor encryptor = DynamoDBEncryptor.getInstance(cmpEncrypt);

// Create a record, encrypt it, 
// and put it in the DynamoDB global table
Map<String, AttributeValue> rec = new HashMap<>();
rec.put(nameAttribute, new AttributeValue().withS("Andy"));
rec.put(employeeIdAttribute, new AttributeValue().withS("1234"));

final Map<String, AttributeValue> encryptedRecord = encryptor.encryptRecord(rec, actions, encryptionContext);
ddbEncrypt.putItem(tableName, encryptedRecord);

When you save the newly encrypted record, DynamoDB global tables automatically replicates this encrypted record to the replica tables in the us-west-2 Region.

Configure the DynamoDB Encryption Client to decrypt data

Now you’re ready to configure a DynamoDB client to decrypt the record in us-west-2 where both the replica table and the replica multi-Region key exist.

// Specify the Region and key ARN to use when decrypting          
String decryptRegion = "us-west-2";
String cmkArnDecrypt = "arn:aws:kms:us-west-2:<111122223333>:key/<mrk-1234abcd12ab34cd56ef12345678990ab>";

// Set up SDK clients for KMS and DDB in us-west-2
AWSKMS kmsDecrypt = AWSKMSClientBuilder.standard()
    .withRegion(decryptRegion)
    .build();

AmazonDynamoDB ddbDecrypt = AmazonDynamoDBClientBuilder.standard()
    .withRegion(decryptRegion)
    .build();

// Configure the DynamoDB Encryption Client
// Use the Direct KMS materials provider and the DynamoDB encryptor
// Specify the key ARN of the multi-Region key in us-west-2
final DirectKmsMaterialProvider cmpDecrypt = new DirectKmsMaterialProvider(kmsDecrypt, cmkArnDecrypt);
final DynamoDBEncryptor decryptor = DynamoDBEncryptor.getInstance(cmpDecrypt);

// Set up your query
Map<String, AttributeValue> query = new HashMap<>();
query.put(employeeIdAttribute, new AttributeValue().withS("1234"));

// Get a record from DDB and decrypt it
final Map<String, AttributeValue> retrievedRecord = ddbDecrypt.getItem(tableName, query).getItem();
final Map<String, AttributeValue> decryptedRecord = decryptor.decryptRecord(retrievedRecord, actions, encryptionContext);

Note: This example encrypts with the primary multi-Region key and then decrypts with a replica multi-Region key. The process could also be reversed—every multi-Region key can be used in the encryption or decryption of data.

Summary

In this blog post, we showed you how to use AWS KMS multi-Region keys with client-side encryption to help secure data in global applications without sacrificing high availability or low latency. We also showed you how you can start working with a global application with a brief example of using multi-Region keys with the DynamoDB Encryption Client and DynamoDB global tables.

This blog post is a brief introduction to the ways you can use multi-Region keys. We encourage you to read through the Using multi-Region keys topic to learn more about their functionality and design. You’ll learn about:

If you have feedback about this post, submit comments in the Comments section below. If you have questions about this post, start a new thread on the AWS KMS forum.

Want more AWS Security how-to content, news, and feature announcements? Follow us on Twitter.

Author

Jeremy Stieglitz

Jeremy is the Principal Product Manager for AWS Key Management Service (KMS) where he drives global product strategy and roadmap for AWS KMS. Jeremy has more than 20 years of experience defining new products and platforms, launching and scaling cryptography solutions, and driving end-to-end product strategies. Jeremy is the author or co-author of 23 patents in network security, user authentication and network automation and control.

Author

Peter Zieske

Peter is a Senior Software Developer on the AWS Key Management Service team, where he works on developing features on the service-side front-end. Outside of work, he enjoys building with LEGO, gaming, and spending time with family.

Author

Ben Farley

Ben is a Senior Software Developer on the AWS Crypto Tools team, where he works on client-side encryption libraries that help customers protect their data. Before that, he spent time focusing on the scalability and availability of services like AWS Identity and Access Management and AWS Key Management Service. Outside of work, he likes to explore the mountains with his fiancée and dog.

How to replicate secrets in AWS Secrets Manager to multiple Regions

Post Syndicated from Fatima Ahmed original https://aws.amazon.com/blogs/security/how-to-replicate-secrets-aws-secrets-manager-multiple-regions/

On March 3, 2021, we launched a new feature for AWS Secrets Manager that makes it possible for you to replicate secrets across multiple AWS Regions. You can give your multi-Region applications access to replicated secrets in the required Regions and rely on Secrets Manager to keep the replicas in sync with the primary secret. In scenarios such as disaster recovery, you can read replicated secrets from your recovery Regions, even if your primary Region is unavailable. In this blog post, I show you how to automatically replicate a secret and access it from the recovery Region to support a disaster recovery plan.

With Secrets Manager, you can store, retrieve, manage, and rotate your secrets, including database credentials, API keys, and other secrets. When you create a secret using Secrets Manager, it’s created and managed in a Region of your choosing. Although scoping secrets to a Region is a security best practice, there are scenarios such as disaster recovery and cross-Regional redundancy that require replication of secrets across Regions. Secrets Manager now makes it possible for you to easily replicate your secrets to one or more Regions to support these scenarios.

With this new feature, you can create Regional read replicas for your secrets. When you create a new secret or edit an existing secret, you can specify the Regions where your secrets need to be replicated. Secrets Manager will securely create the read replicas for each secret and its associated metadata, eliminating the need to maintain a complex solution for this functionality. Any update made to the primary secret, such as a secret value updated through automatic rotation, will be automatically propagated by Secrets Manager to the replica secrets, making it easier to manage the life cycle of multi-Region secrets.

Note: Each replica secret is billed as a separate secret. For more details on pricing, see the AWS Secrets Manager pricing page.

Architecture overview

Suppose that your organization has a requirement to set up a disaster recovery plan. In this example, us-east-1 is the designated primary Region, where you have an application running on a simple AWS Lambda function (for the example in this blog post, I’m using Python 3). You also have an Amazon Relational Database Service (Amazon RDS) – MySQL DB instance running in the us-east-1 Region, and you’re using Secrets Manager to store the database credentials as a secret. Your application retrieves the secret from Secrets Manager to access the database. As part of the disaster recovery strategy, you set up us-west-2 as the designated recovery Region, where you’ve replicated your application, the DB instance, and the database secret.

To elaborate, the solution architecture consists of:

  • A primary Region for creating the secret, in this case us-east-1 (N. Virginia).
  • A replica Region for replicating the secret, in this case us-west-2 (Oregon).
  • An Amazon RDS – MySQL DB instance that is running in the primary Region and configured for replication to the replica Region. To set up read replicas or cross-Region replicas for Amazon RDS, see Working with read replicas.
  • A secret created in Secrets Manager and configured for replication for the replica Region.
  • AWS Lambda functions (running on Python 3) deployed in the primary and replica Regions acting as clients to the MySQL DBs.

This architecture is illustrated in Figure 1.

Figure 1: Architecture overview for a multi-Region secret replication with the primary Region active

Figure 1: Architecture overview for a multi-Region secret replication with the primary Region active

In the primary region us-east-1, the Lambda function uses the credentials stored in the secret to access the database, as indicated by the following steps in Figure 1:

  1. The Lambda function sends a request to Secrets Manager to retrieve the secret value by using the GetSecretValue API call. Secrets Manager retrieves the secret value for the Lambda function.
  2. The Lambda function uses the secret value to connect to the database in order to read/write data.

The replicated secret in us-west-2 points to the primary DB instance in us-east-1. This is because when Secrets Manager replicates the secret, it replicates the secret value and all the associated metadata, such as the database endpoint. The database endpoint details are stored within the secret because Secrets Manager uses this information to connect to the database and rotate the secret if it is configured for automatic rotation. The Lambda function can also use the database endpoint details in the secret to connect to the database.

To simplify database failover during disaster recovery, as I’ll cover later in the post, you can configure an Amazon Route 53 CNAME record for the database endpoint in the primary Region. The database host associated with the secret is configured with the database CNAME record. When the primary Region is operating normally, the CNAME record points to the database endpoint in the primary Region. The requests to the database CNAME are routed to the DB instance in the primary Region, as shown in Figure 1.

During disaster recovery, you can failover to the replica Region, us-west-2, to make it possible for your application running in this Region to access the Amazon RDS read replica in us-west-2 by using the secret stored in the same Region. As part of your failover script, the database CNAME record should also be updated to point to the database endpoint in us-west-2. Because the database CNAME is used to point to the database endpoint within the secret, your application in us-west-2 can now use the replicated secret to access the database read replica in this Region. Figure 2 illustrates this disaster recovery scenario.

Figure 2: Architecture overview for a multi-Region secret replication with the replica Region active

Figure 2: Architecture overview for a multi-Region secret replication with the replica Region active

Prerequisites

The procedure described in this blog post requires that you complete the following steps before starting the procedure:

  1. Configure an Amazon RDS DB instance in the primary Region, with replication configured in the replica Region.
  2. Configure a Route 53 CNAME record for the database endpoint in the primary Region.
  3. Configure the Lambda function to connect with the Amazon RDS database and Secrets Manager by following the procedure in this blog post.
  4. Sign in to the AWS Management Console using a role that has SecretsManagerReadWrite permissions in the primary and replica Regions.

Enable replication for secrets stored in Secrets Manager

In this section, I walk you through the process of enabling replication in Secrets Manager for:

  1. A new secret that is created for your Amazon RDS database credentials
  2. An existing secret that is not configured for replication

For the first scenario, I show you the steps to create a secret in Secrets Manager in the primary Region (us-east-1) and enable replication for the replica Region (us-west-2).

To create a secret with replication enabled

  1. In the AWS Management Console, navigate to the Secrets Manager console in the primary Region (N. Virginia).
  2. Choose Store a new secret.
  3. On the Store a new secret screen, enter the Amazon RDS database credentials that will be used to connect with the Amazon RDS DB instance. Select the encryption key and the Amazon RDS DB instance, and then choose Next.
  4. Enter the secret name of your choice, and then enter a description. You can also optionally add tags and resource permissions to the secret.
  5. Under Replicate Secret – optional, choose Replicate secret to other regions.

    Figure 3: Replicate a secret to other Regions

    Figure 3: Replicate a secret to other Regions

  6. For AWS Region, choose the replica Region, US West (Oregon) us-west-2. For Encryption Key, choose Default to store your secret in the replica Region. Then choose Next.

    Figure 4: Configure secret replication

    Figure 4: Configure secret replication

  7. In the Configure Rotation section, you can choose whether to enable rotation. For this example, I chose not to enable rotation, so I selected Disable automatic rotation. However, if you want to enable rotation, you can do so by following the steps in Enabling rotation for an Amazon RDS database secret in the Secrets Manager User Guide. When you enable rotation in the primary Region, any changes to the secret from the rotation process are also replicated to the replica Region. After you’ve configured the rotation settings, choose Next.
  8. On the Review screen, you can see the summary of the secret configuration, including the secret replication configuration.

    Figure 5: Review the secret before storing

    Figure 5: Review the secret before storing

  9. At the bottom of the screen, choose Store.
  10. At the top of the next screen, you’ll see two banners that provide status on:
    • The creation of the secret in the primary Region
    • The replication of the secret in the Secondary Region

    After the creation and replication of the secret is successful, the banners will provide you with confirmation details.

At this point, you’ve created a secret in the primary Region (us-east-1) and enabled replication in a replica Region (us-west-2). You can now use this secret in the replica Region as well as the primary Region.

Now suppose that you have a secret created in the primary Region (us-east-1) that hasn’t been configured for replication. You can also configure replication for this existing secret by using the following procedure.

To enable multi-Region replication for existing secrets

  1. In the Secrets Manager console, choose the secret name. At the top of the screen, choose Replicate secret to other regions.
    Figure 6: Enable replication for existing secrets

    Figure 6: Enable replication for existing secrets

    This opens a pop-up screen where you can configure the replica Region and the encryption key for encrypting the secret in the replica Region.

  2. Choose the AWS Region and encryption key for the replica Region, and then choose Complete adding region(s).
    Figure 7: Configure replication for existing secrets

    Figure 7: Configure replication for existing secrets

    This starts the process of replicating the secret from the primary Region to the replica Region.

  3. Scroll down to the Replicate Secret section. You can see that the replication to the us-west-2 Region is in progress.
    Figure 8: Review progress for secret replication

    Figure 8: Review progress for secret replication

    After the replication is successful, you can look under Replication status to review the replication details that you’ve configured for your secret. You can also choose to replicate your secret to more Regions by choosing Add more regions.

    Figure 9: Successful secret replication to a replica Region

    Figure 9: Successful secret replication to a replica Region

Update the secret with the CNAME record

Next, you can update the host value in your secret to the CNAME record of the DB instance endpoint. This will make it possible for you to use the secret in the replica Region without making changes to the replica secret. In the event of a failover to the replica Region, you can simply update the CNAME record to the DB instance endpoint in the replica Region as a part of your failover script

To update the secret with the CNAME record

  1. Navigate to the Secrets Manager console, and choose the secret that you have set up for replication
  2. In the Secret value section, choose Retrieve secret value, and then choose Edit.
  3. Update the secret value for the host with the CNAME record, and then choose Save.

    Figure 10: Edit the secret value

    Figure 10: Edit the secret value

  4. After you choose Save, you’ll see a banner at the top of the screen with a message that indicates that the secret was successfully edited.Because the secret is set up for replication, you can also review the status of the synchronization of your secret to the replica Region after you updated the secret. To do so, scroll down to the Replicate Secret section and look under Region Replication Status.

     

    Figure 11: Successful secret replication for a modified secret

    Figure 11: Successful secret replication for a modified secret

Access replicated secrets from the replica Region

Now that you’ve configured the secret for replication in the primary Region, you can access the secret from the replica Region. Here I demonstrate how to access a replicated secret from a simple Lambda function that is deployed in the replica Region (us-west-2).

To access the secret from the replica Region

  1. From the AWS Management Console, navigate to the Secrets Manager console in the replica Region (Oregon) and view the secret that you configured for replication in the primary Region (N. Virginia).

    Figure 12: View secrets that are configured for replication in the replica Region

    Figure 12: View secrets that are configured for replication in the replica Region

  2. Choose the secret name and review the details that were replicated from the primary Region. A secret that is configured for replication will display a banner at the top of the screen stating the replication details.

    Figure 13: The replication status banner

    Figure 13: The replication status banner

  3. Under Secret Details, you can see the secret’s ARN. You can use the secret’s ARN to retrieve the secret value from the Lambda function or application that is deployed in your replica Region (Oregon). Make a note of the ARN.

    Figure 14: View secret details

    Figure 14: View secret details

During a disaster recovery scenario when the primary Region isn’t available, you can update the CNAME record to point to the DB instance endpoint in us-west-2 as part of your failover script. For this example, my application that is deployed in the replica Region is configured to use the replicated secret’s ARN.

Let’s suppose your sample Lambda function defines the secret name and the Region in the environment variables. The REGION_NAME environment variable contains the name of the replica Region; in this example, us-west-2. The SECRET_NAME environment variable is the ARN of your replicated secret in the replica Region, which you noted earlier.

Figure 15: Environment variables for the Lambda function

Figure 15: Environment variables for the Lambda function

In the replica Region, you can now refer to the secret’s ARN and Region in your Lambda function code to retrieve the secret value for connecting to the database. The following sample Lambda function code snippet uses the secret_name and region_name variables to retrieve the secret’s ARN and the replica Region values stored in the environment variables.

secret_name = os.environ['SECRET_NAME']
region_name = os.environ['REGION_NAME']

def openConnection():
    # Create a Secrets Manager client
    session = boto3.session.Session()
    client = session.client(
        service_name='secretsmanager',
        region_name=region_name
    )
    try:
        get_secret_value_response = 
client.get_secret_value(
            SecretId=secret_name
        )
    except ClientError as e:
        if e.response['Error']['Code'] == 
'DecryptionFailureException':

Alternately, you can simply use the Python 3 sample code for the replicated secret to retrieve the secret value from the Lambda function in the replica Region. You can review the provided sample codes by navigating to the secret details in the console, as shown in Figure 16.

Figure 16: Python 3 sample code for the replicated secret

Figure 16: Python 3 sample code for the replicated secret

Summary

When you plan for disaster recovery, you can configure replication of your secrets in Secrets Manager to provide redundancy for your secrets. This feature reduces the overhead of deploying and maintaining additional configuration for secret replication and retrieval across AWS Regions. In this post, I showed you how to create a secret and configure it for multi-Region replication. I also demonstrated how you can configure replication for existing secrets across multiple Regions.

I showed you how to use secrets from the replica Region and configure a sample Lambda function to retrieve a secret value. When replication is configured for secrets, you can use this technique to retrieve the secrets in the replica Region in a similar way as you would in the primary Region.

You can start using this feature through the AWS Secrets Manager console, AWS Command Line Interface (AWS CLI), AWS SDK, or AWS CloudFormation. To learn more about this feature, see the AWS Secrets Manager documentation. If you have feedback about this blog post, submit comments in the Comments section below. If you have questions about this blog post, start a new thread on the AWS Secrets Manager forum.

Want more AWS Security how-to content, news, and feature announcements? Follow us on Twitter.

Author

Fatima Ahmed

Fatima is a Security Global Practice Lead at AWS. She is passionate about cybersecurity and helping customers build secure solutions in the AWS Cloud. When she is not working, she enjoys time with her cat or solving cryptic puzzles.

Using Route 53 Private Hosted Zones for Cross-account Multi-region Architectures

Post Syndicated from Anandprasanna Gaitonde original https://aws.amazon.com/blogs/architecture/using-route-53-private-hosted-zones-for-cross-account-multi-region-architectures/

This post was co-written by Anandprasanna Gaitonde, AWS Solutions Architect and John Bickle, Senior Technical Account Manager, AWS Enterprise Support

Introduction

Many AWS customers have internal business applications spread over multiple AWS accounts and on-premises to support different business units. In such environments, you may find a consistent view of DNS records and domain names between on-premises and different AWS accounts useful. Route 53 Private Hosted Zones (PHZs) and Resolver endpoints on AWS create an architecture best practice for centralized DNS in hybrid cloud environment. Your business units can use flexibility and autonomy to manage the hosted zones for their applications and support multi-region application environments for disaster recovery (DR) purposes.

This blog presents an architecture that provides a unified view of the DNS while allowing different AWS accounts to manage subdomains. It utilizes PHZs with overlapping namespaces and cross-account multi-region VPC association for PHZs to create an efficient, scalable, and highly available architecture for DNS.

Architecture Overview

You can set up a multi-account environment using services such as AWS Control Tower to host applications and workloads from different business units in separate AWS accounts. However, these applications have to conform to a naming scheme based on organization policies and simpler management of DNS hierarchy. As a best practice, the integration with on-premises DNS is done by configuring Amazon Route 53 Resolver endpoints in a shared networking account. Following is an example of this architecture.

Route 53 PHZs and Resolver Endpoints

Figure 1 – Architecture Diagram

The customer in this example has on-premises applications under the customer.local domain. Applications hosted in AWS use subdomain delegation to aws.customer.local. The example here shows three applications that belong to three different teams, and those environments are located in their separate AWS accounts to allow for autonomy and flexibility. This architecture pattern follows the option of the “Multi-Account Decentralized” model as described in the whitepaper Hybrid Cloud DNS options for Amazon VPC.

This architecture involves three key components:

1. PHZ configuration: PHZ for the subdomain aws.customer.local is created in the shared Networking account. This is to support centralized management of PHZ for ancillary applications where teams don’t want individual control (Item 1a in Figure). However, for the key business applications, each of the teams or business units creates its own PHZ. For example, app1.aws.customer.local – Application1 in Account A, app2.aws.customer.local – Application2 in Account B, app3.aws.customer.local – Application3 in Account C (Items 1b in Figure). Application1 is a critical business application and has stringent DR requirements. A DR environment of this application is also created in us-west-2.

For a consistent view of DNS and efficient DNS query routing between the AWS accounts and on-premises, best practice is to associate all the PHZs to the Networking Account. PHZs created in Account A, B and C are associated with VPC in Networking Account by using cross-account association of Private Hosted Zones with VPCs. This creates overlapping domains from multiple PHZs for the VPCs of the networking account. It also overlaps with the parent sub-domain PHZ (aws.customer.local) in the Networking account. In such cases where there is two or more PHZ with overlapping namespaces, Route 53 resolver routes traffic based on most specific match as described in the Developer Guide.

2. Route 53 Resolver endpoints for on-premises integration (Item 2 in Figure): The networking account is used to set up the integration with on-premises DNS using Route 53 Resolver endpoints as shown in Resolving DNS queries between VPC and your network. Inbound and Outbound Route 53 Resolver endpoints are created in the VPC in us-east-1 to serve as the integration between on-premises DNS and AWS. The DNS traffic between on-premises to AWS requires an AWS Site2Site VPN connection or AWS Direct Connect connection to carry DNS and application traffic. For each Resolver endpoint, two or more IP addresses can be specified to map to different Availability Zones (AZs). This helps create a highly available architecture.

3. Route 53 Resolver rules (Item 3 in Figure): Forwarding rules are created only in the networking account to route DNS queries for on-premises domains (customer.local) to the on-premises DNS server. AWS Resource Access Manager (RAM) is used to share the rules to accounts A, B and C as mentioned in the section “Sharing forwarding rules with other AWS accounts and using shared rules” in the documentation. Account owners can now associate these shared rules with their VPCs the same way that they associate rules created in their own AWS accounts. If you share the rule with another AWS account, you also indirectly share the outbound endpoint that you specify in the rule as described in the section “Considerations when creating inbound and outbound endpoints” in the documentation. This implies that you use one outbound endpoint in a region to forward DNS queries to your on-premises network from multiple VPCs, even if the VPCs were created in different AWS accounts. Resolver starts to forward DNS queries for the domain name that’s specified in the rule to the outbound endpoint and forward to the on-premises DNS servers. The rules are created in both regions in this architecture.

This architecture provides the following benefits:

  1. Resilient and scalable
  2. Uses the VPC+2 endpoint, local caching and Availability Zone (AZ) isolation
  3. Minimal forwarding hops
  4. Lower cost: optimal use of Resolver endpoints and forwarding rules

In order to handle the DR, here are some other considerations:

  • For app1.aws.customer.local, the same PHZ is associated with VPC in us-west-2 region. While VPCs are regional, the PHZ is a global construct. The same PHZ is accessible from VPCs in different regions.
  • Failover routing policy is set up in the PHZ and failover records are created. However, Route 53 health checkers (being outside of the VPC) require a public IP for your applications. As these business applications are internal to the organization, a metric-based health check with Amazon CloudWatch can be configured as mentioned in Configuring failover in a private hosted zone.
  • Resolver endpoints are created in VPC in another region (us-west-2) in the networking account. This allows on-premises servers to failover to these secondary Resolver inbound endpoints in case the region goes down.
  • A second set of forwarding rules is created in the networking account, which uses the outbound endpoint in us-west-2. These are shared with Account A and then associated with VPC in us-west-2.
  • In addition, to have DR across multiple on-premises locations, the on-premises servers should have a secondary backup DNS on-premises as well (not shown in the diagram).
    This ensures a simple DNS architecture for the DR setup, and seamless failover for applications in case of a region failure.

Considerations

  • If Application 1 needs to communicate to Application 2, then the PHZ from Account A must be shared with Account B. DNS queries can then be routed efficiently for those VPCs in different accounts.
  • Create additional IP addresses in a single AZ/subnet for the resolver endpoints, to handle large volumes of DNS traffic.
  • Look at Considerations while using Private Hosted Zones before implementing such architectures in your AWS environment.

Summary

Hybrid cloud environments can utilize the features of Route 53 Private Hosted Zones such as overlapping namespaces and the ability to perform cross-account and multi-region VPC association. This creates a unified DNS view for your application environments. The architecture allows for scalability and high availability for business applications.

Integrating CloudEndure Disaster Recovery into your security incident response plan

Post Syndicated from Gonen Stein original https://aws.amazon.com/blogs/security/integrating-cloudendure-disaster-recovery-into-your-security-incident-response-plan/

An incident response plan (also known as procedure) contains the detailed actions an organization takes to prepare for a security incident in its IT environment. It also includes the mechanisms to detect, analyze, contain, eradicate, and recover from a security incident. Every incident response plan should contain a section on recovery, which outlines scenarios ranging from single component to full environment recovery. This recovery section should include disaster recovery (DR), with procedures to recover your environment from complete failure. Effective recovery from an IT disaster requires tools that can automate preparation, testing, and recovery processes. In this post, I explain how to integrate CloudEndure Disaster Recovery into the recovery section of your incident response plan. CloudEndure Disaster Recovery is an Amazon Web Services (AWS) DR solution that enables fast, reliable recovery of physical, virtual, and cloud-based servers on AWS. This post also discusses how you can use CloudEndure Disaster Recovery to reduce downtime and data loss when responding to a security incident, and best practices for maintaining your incident response plan.

How disaster recovery fits into a security incident response plan

The AWS Well-Architected Framework security pillar provides guidance to help you apply best practices and current recommendations in the design, delivery, and maintenance of secure AWS workloads. It includes a recommendation to integrate tools to secure and protect your data. A secure data replication and recovery tool helps you protect your data if there’s a security incident and quickly return to normal business operation as you resolve the incident. The recovery section of your incident response plan should define recovery point objectives (RPOs) and recovery time objectives (RTOs) for your DR-protected workloads. RPO is the window of time that data loss can be tolerated due to a disruption. RTO is the amount of time permitted to recover workloads after a disruption.

Your DR response to a security incident can vary based on the type of incident you encounter. For example, your DR plan for responding to a security incident such as ransomware—which involves data corruption—should describe how to recover workloads on your secondary DR site using a recovery point prior to the data corruption. This use case will be discussed further in the next section.

In addition to tools and processes, your security incident response plan should define the roles and responsibilities necessary during an incident. This includes the people and roles in your organization who perform incident mitigation steps, in addition to those who need to be informed and consulted. This can include technology partners, application owners, or subject matter experts (SMEs) outside of your organization who can offer additional expertise. DR-related roles for your incident response plan include:

  • A person who analyzes the situation and provides visibility to decision-makers.
  • A person who decides whether or not to trigger a DR response.
  • A person who actively triggers the DR response.

Be sure to include all of the stakeholders you identify in your documented security incident response procedures and runbooks. Test your plan to verify that the people in these roles have the pre-provisioned access they need to perform their defined role.

How to use CloudEndure Disaster Recovery during a security incident

CloudEndure Disaster Recovery continuously replicates your servers—including OS, system state configuration, databases, applications, and files—to a staging area in your target AWS Region. The staging area contains low-cost resources automatically provisioned and managed by CloudEndure Disaster Recovery. This reduces the cost of provisioning duplicate resources during normal operation. Your fully provisioned recovery environment is launched only during an incident or drill.

If your organization experiences a security incident that can be remediated using DR, you can use CloudEndure Disaster Recovery to perform failover to your target AWS Region from your source environment. When you perform failover, CloudEndure Disaster Recovery orchestrates the recovery of your environment in your target AWS Region. This enables quick recovery, with RPOs of seconds and RTOs of minutes.

To deploy CloudEndure Disaster Recovery, you must first install the CloudEndure agent on the servers in your environment that you want to replicate for DR, and then initiate data replication to your target AWS Region. Once data replication is complete and your data is in sync, you can launch machines in your target AWS Region from the CloudEndure User Console. CloudEndure Disaster Recovery enables you to launch target machines in either Test Mode or Recovery Mode. Your launched machines behave the same way in either mode; the only difference is how the machine lifecycle is displayed in the CloudEndure User Console. Launch machines by opening the Machines page, shown in the following figure, and selecting the machines you want to launch. Then select either Test Mode or Recovery Mode from the Launch Target Machines menu.
 

Figure 1: Machines page on the CloudEndure User Console

Figure 1: Machines page on the CloudEndure User Console

You can launch your entire environment, a group of servers comprising one or more applications, or a single server in your target AWS Region. When you launch machines from the CloudEndure User Console, you’re prompted to choose a recovery point from the Choose Recovery Point dialog box (shown in the following figure).

Use point-in-time recovery to respond to security incidents that involve data corruption, such as ransomware. Your incident response plan should include a mechanism to determine when data corruption occurred. Knowing how to determine which recovery point to choose in the CloudEndure User Console helps you minimize response time during a security incident. Each recovery point is a point-in-time snapshot of your servers that you can use to launch recovery machines in your target AWS Region. Select the latest recovery point before the data corruption to restore your workloads on AWS, and then choose Continue With Launch.
 

Figure 2: Selection of an earlier recovery point from the Choose Recovery Point dialog box

Figure 2: Selection of an earlier recovery point from the Choose Recovery Point dialog box

Run your recovered workloads in your target AWS Region until you’ve resolved the security incident. When the incident is resolved, you can perform failback to your primary environment using CloudEndure Disaster Recovery. You can learn more about CloudEndure Disaster Recovery setup, operation, and recovery by taking this online CloudEndure Disaster Recovery Technical Training.

Test and maintain the recovery section of your incident response plan

Your entire incident response plan must be kept accurate and up to date in order to effectively remediate security incidents if they occur. A best practice for achieving this is through frequently testing all sections of your plan, including your tools. When you first deploy CloudEndure Disaster Recovery, begin running tests as soon as all of your replicated servers are in sync on your target AWS Region. DR solution implementation is generally considered complete when all initial testing has succeeded.

By correctly configuring the networking and security groups in your target AWS Region, you can use CloudEndure Disaster Recovery to launch a test workload in an isolated environment without impacting your source environment. You can run tests as often as you want. Tests don’t incur additional fees beyond payment for the fully provisioned resources generated during tests.

Testing involves two main components: launching the machines you wish to test on AWS, and performing user acceptance testing (UAT) on the launched machines.

  1. Launch machines to test.
     
    Select the machines to test from the Machines page of the CloudEndure User Console by selecting the check box next to the machine. Then choose Test Mode from the Launch Target Machines menu, as shown in the following figure. You can select the latest recovery point or an earlier recovery point.
     
    Figure 3: Select Test Mode to launch selected machines

    Figure 3: Select Test Mode to launch selected machines

     

    The following figure shows the CloudEndure User Console. The Disaster Recovery Lifecycle column shows that the machines have been Tested Recently.

    Figure 4: Machines launched in Test Mode display purple icons in the Status column and Tested Recently in the Disaster Recovery Lifecycle column

    Figure 4: Machines launched in Test Mode display purple icons in the Status column and Tested Recently in the Disaster Recovery Lifecycle column

  2. Perform UAT testing.
     
    Begin UAT testing when the machine launch job is successfully completed and your target machines have booted.

After you’ve successfully deployed, configured, and tested CloudEndure Disaster Recovery on your source environment, add it to your ongoing change management processes so that your incident response plan remains accurate and up-to-date. This includes deploying and testing CloudEndure Disaster Recovery every time you add new servers to your environment. In addition, monitor for changes to your existing resources and make corresponding changes to your CloudEndure Disaster Recovery configuration if necessary.

How CloudEndure Disaster Recovery keeps your data secure

CloudEndure Disaster Recovery has multiple mechanisms to keep your data secure and not introduce new security risks. Data replication is performed using AES 256-bit encryption in transit. Data at rest can be encrypted by using Amazon Elastic Block Store (Amazon EBS) encryption with an AWS managed key or a customer key. Amazon EBS encryption is supported by all volume types, and includes built-in key management infrastructure that has no performance impact. Replication traffic is transmitted directly from your source servers to your target AWS Region, and can be restricted to private connectivity such as AWS Direct Connect or a VPN. CloudEndure Disaster Recovery is ISO 27001 and GDPR compliant and HIPAA eligible.

Summary

Each organization tailors its incident response plan to meet its unique security requirements. As described in this post, you can use CloudEndure Disaster Recovery to improve your organization’s incident response plan. I also explained how to recover from an earlier point in time when you respond to security incidents involving data corruption, and how to test your servers as part of maintaining the DR section of your incident response plan. By following the guidance in this post, you can improve your IT resilience and recover more quickly from security incidents. You can also reduce your DR operational costs by avoiding duplicate provisioning of your DR infrastructure.

Visit the CloudEndure Disaster Recovery product page if you would like to learn more. You can also view the AWS Raise the Bar on Data Protection and Security webinar series for additional information on how to protect your data and improve IT resilience on AWS.

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

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Author

Gonen Stein

Gonen is the Head of Product Strategy for CloudEndure, an AWS company. He combines his expertise in business, cloud infrastructure, storage, and information security to assist enterprise organizations with developing and deploying IT resilience and business continuity strategies in the cloud.

Automated Disaster Recovery using CloudEndure

Post Syndicated from Ryan Jaeger original https://aws.amazon.com/blogs/architecture/automated-disaster-recovery-using-cloudendure/

There are any number of events that cause IT outages and impact business continuity. These could include the unexpected infrastructure or application outages caused by flooding, earthquakes, fires, hardware failures, or even malicious attacks. Cloud computing opens a new door to support disaster recovery strategies, with benefits such as elasticity, agility, speed to innovate, and cost savings—all which aid new disaster recovery solutions.

With AWS, organizations can acquire IT resources on-demand, and pay only for the resources they use. Automating disaster recovery (DR) has always been challenging. This blog post shows how you can use automation to allow the orchestration of recovery to eliminate manual processes. CloudEndure Disaster Recovery, an AWS Company, Amazon Route 53, and AWS Lambda are the building blocks to deliver a cost-effective automated DR solution. The example in this post demonstrates how you can recover a production web application with sub-second Recovery Point Objects (RPOs) and Recovery Time Objectives (RTOs) in minutes.

As part of a DR strategy, knowing RPOs and RTOs will determine what kind of solution architecture you need. The RPO represents the point in time of the last recoverable data point (for example, the “last backup”). Any disaster after that point would result in data loss.

The time from the outage to restoration is the RTO. Minimizing RTO and RPO is a cost tradeoff. Restoring from backups and recreating infrastructure after the event is the lowest cost but highest RTO. Conversely, the highest cost and lowest RTO is a solution running a duplicate auto-failover environment.

Solution Overview

CloudEndure is an automated IT resilience solution that lets you recover your environment from unexpected infrastructure or application outages, data corruption, ransomware, or other malicious attacks. It utilizes block-level Continuous Data Replication (CDP), which ensures that target machines are spun up in their most current state during a disaster or drill, so that you can achieve sub-second RPOs. In the event of a disaster, CloudEndure triggers a highly automated machine conversion process and a scalable orchestration engine that can spin up machines in the target AWS Region within minutes. This process enables you to achieve RTOs in minutes. The CloudEndure solution uses a software agent that installs on physical or virtual servers. It connects to a self-service, web-based use console, which then issues an API call to the selected AWS target Region to create a Staging Area in the customer’s AWS account designated to receive the source machine’s replicated data.

Architecture

In the above example, a webserver and database server have the CloudEndure Agent installed, and the disk volumes on each server replicated to a staging environment in the customer’s AWS account. The CloudEndure Replication Server receives the encrypted data replication traffic and writes to the appropriate corresponding EBS volumes. It’s also possible to configure data replication traffic to use VPN or AWS Direct Connect.

With this current setup, if an infrastructure or application outage occurs, a failover to AWS is executed by manually starting the process from the CloudEndure Console. When this happens, CloudEndure creates EC2 instances from the synchronized target EBS volumes. After the failover completes, additional manual steps are needed to change the website’s DNS entry to point to the IP address of the failed over webserver.

Could the CloudEndure failover and DNS update be automated? Yes.

Amazon Route 53 is a highly available and scalable Domain Name System (DNS) web service with three main functions: domain registration, DNS routing, and health checking. A configured Route 53 health check monitors the endpoint of a webserver. If the health check fails over a specified period, an alarm is raised to execute an AWS Lambda function to start the CloudEndure failover process. In addition to health checks, Route 53 DNS Failover allows the DNS record for the webserver to be automatically update based on a healthy endpoint. Now the previously manual process of updating the DNS record to point to the restored web server is automated. You can also build Route 53 DNS Failover configurations to support decision trees to handle complex configurations.

To illustrate this, the following builds on the example by having a primary, secondary, and tertiary DNS Failover choice for the web application:

How Health Checks Work in Complex Amazon Route 53 Configurations

When the CloudEndure failover action executes, it takes several minutes until the target EC2 is launched and configured by CloudEndure. An S3 static web page can be returned to the end-user to improve communication while the failover is happening.

To support this example, Amazon Route 53 DNS failover decision tree can be configured to have a primary, secondary, and tertiary failover. The decision tree logic to support the scenario is the following:

  1. If the primary health check passes, return the primary webserver.
  2. Else, if the secondary health check passes, return the failover webserver.
  3. Else, return the S3 static site.

When the Route 53 health check fails when monitoring the primary endpoint for the webserver, a CloudWatch alarm is configured to ALARM after a set time. This CloudWatch alarm then executes a Lambda function that calls the CloudEndure API to begin the failover.

In the screenshot below, both health checks are reporting “Unhealthy” while the primary health check is in a state of ALARM. At the point, the DNS failover logic should be returning the path to the static S3 site, and the Lambda function executed to start the CloudEndure failover.

The following architecture illustrates the completed scenario:

Conclusion

Having a disaster recovery strategy is critical for business continuity. The benefits of AWS combined with CloudEndure Disaster Recovery creates a non-disruptive DR solution that provides minimal RTO and RPO while reducing total cost of ownership for customers. Leveraging CloudWatch Alarms combined with AWS Lambda for serverless computing are building blocks for a variety of automation scenarios.

 

 

How to migrate your EC2 Oracle Transparent Data Encryption (TDE) database encryption wallet to CloudHSM

Post Syndicated from Tracy Pierce original https://aws.amazon.com/blogs/security/how-to-migrate-your-ec2-oracle-transparent-data-encryption-tde-database-encryption-wallet-to-cloudhsm/

In this post, I’ll show you how to migrate an encryption wallet for an Oracle database installed on Amazon EC2 from using an outside HSM to using AWS CloudHSM. Transparent Data Encryption (TDE) for Oracle is a common use case for Hardware Security Module (HSM) devices like AWS CloudHSM. Oracle TDE uses what is called “envelope encryption.” Envelope encryption is when the encryption key used to encrypt the tables of your database is in turn encrypted by a master key that resides either in a software keystore or on a hardware keystore, like an HSM. This master key is non-exportable by design to protect the confidentiality and integrity of your database encryption. This gives you a more granular encryption scheme on your data.

An encryption wallet is an encrypted container used to store the TDE master key for your database. The encryption wallet needs to be opened manually after a database startup and prior to the TDE encrypted data being accessed, so the master key is available for data decryption. The process I talk about in this post can be used with any non-AWS hardware or software encryption wallet, or a hardware encryption wallet that utilizes AWS CloudHSM Classic. For my examples in this tutorial, I will be migrating from a CloudHSM Classic to a CloudHSM cluster. It is worth noting that Gemalto has announced the end-of-life for Luna 5 HSMs, which our CloudHSM Classic fleet uses.

Note: You cannot migrate from an Oracle instance in
Amazon Relational Database Service (Amazon RDS) to AWS CloudHSM. You must install the Oracle database on an Amazon EC2 instance. Amazon RDS is not currently integrated with AWS CloudHSM.

When you move from one type of encryption wallet to another, new TDE master keys are created inside the new wallet. To ensure that you have access to backups that rely on your old HSM, consider leaving the old HSM running for your normal recovery window period. The steps I discuss will perform the decryption of your TDE keys and then re-encrypt them with the new TDE master key for you.

Once you’ve migrated your Oracle databases to use AWS CloudHSM as your encryption wallet, it’s also a good idea to set up cross-region replication for disaster recovery efforts. With copies of your database and encryption wallet in another region, you can be back in production quickly should a disaster occur. I’ll show you how to take advantage of this by setting up cross-region snapshots of your Oracle database Amazon Elastic Block Store (EBS) volumes and copying backups of your CloudHSM cluster between regions.

Solution overview

For this solution, you will modify the Oracle database’s encryption wallet to use AWS CloudHSM. This is completed in three steps, which will be detailed below. First, you will switch from the current encryption wallet, which is your original HSM device, to a software wallet. This is done by reverse migrating to a local wallet. Second, you’ll replace the PKCS#11 provider of your original HSM with the CloudHSM PKCS#11 software library. Third, you’ll switch the encryption wallet for your database to your CloudHSM cluster. Once this process is complete, your database will automatically re-encrypt all data keys using the new master key.

To complete the disaster recovery (DR) preparation portion of this post, you will perform two more steps. These consist of copying over snapshots of your EC2 volumes and your CloudHSM cluster backups to your DR region. The following diagram illustrates the steps covered in this post.
 

Figure 1: Steps to migrate your EC2 Oracle TDE database encryption wallet to CloudHSM

Figure 1: Steps to migrate your EC2 Oracle TDE database encryption wallet to CloudHSM

  1. Switch the current encryption wallet for the Oracle database TDE from your original HSM to a software wallet via a reverse migration process.
  2. Replace the PKCS#11 provider of your original HSM with the AWS CloudHSM PKCS#11 software library.
  3. Switch your encryption wallet to point to your AWS CloudHSM cluster.
  4. (OPTIONAL) Set up cross-region copies of the EC2 instance housing your Oracle database
  5. (OPTIONAL) Set up a cross-region copy of your recent CloudHSM cluster backup

Prerequisites

This process assumes you have the below items already set up or configured:

Deploy the solution

Now that you have the basic steps, I’ll go into more detail on each of them. I’ll show you the steps to migrate your encryption wallet to a software wallet using a reverse migration command.

Step 1: Switching the current encryption wallet for the Oracle database TDE from your original HSM to a software wallet via a reverse migration process.

To begin, you must configure the sqlnet.ora file for the reverse migration. In Oracle databases, the sqlnet.ora file is a plain-text configuration file that contains information like encryption, route of connections, and naming parameters that determine how the Oracle server and client must use the capabilities for network database access. You will want to create a backup so you can roll back in the event of any errors. You can make a copy with the below command. Make sure to replace </path/to/> with the actual path to your sqlnet.ora file location. The standard location for this file is “$ORACLE_HOME/network/admin“, but check your setup to ensure this is correct.

cp </path/to/>sqlnet.ora </path/to/>sqlnet.ora.backup

The software wallet must be created before you edit this file, and it should preferably be empty. Then, using your favorite text editor, open the sqlnet.ora file and set the below configuration. If an entry already exists, replace it with the below text.


ENCRYPTION_WALLET_LOCATION=
  (SOURCE=(METHOD=FILE)(METHOD_DATA=
    (DIRECTORY=<path_to_keystore>)))

Make sure to replace the <path_to_keystore> with the directory location of your destination wallet. The destination wallet is the path you choose for the local software wallet. You will notice in Oracle the words “keystore” and “wallet” are interchangeable for this post. Next, you’ll configure the wallet for the reverse migration. For this, you will use the ADMINISTER KEY MANAGEMENT statement with the SET ENCRYPTION KEY and REVERSE MIGRATE clauses as shown in the example below.

By using the REVERSE MIGRATE USING clause in your statement, you ensure the existing TDE table keys and tablespace encryption keys are decrypted by the hardware wallet TDE master key and then re-encrypted with the software wallet TDE master key. You will need to log into the database instance as a user that has been granted the ADMINISTER KEY MANAGEMENT or SYSKM privileges to run this statement. An example of the login is below. Make sure to replace the <sec_admin> and <password> with your administrator user name and password for the database.


sqlplus c##<sec_admin> syskm
Enter password: <password> 
Connected.

Once you’re connected, you’ll run the SQL statement below. Make sure to replace <password> with your own existing wallet password and <username:password> with your own existing wallet user ID and password. We are going to run this statement with the WITH BACKUP parameter, as it’s always ideal to take a backup in case something goes incorrectly.

ADMINISTER KEY MANAGEMENT SET ENCRYPTION KEY IDENTIFIED BY <password> REVERSE MIGRATE USING “<username:password>” WITH BACKUP;

If successful, you will see the text keystore altered. When complete, you do not need to restart your database or manually re-open the local wallet as the migration process loads this into memory for you.

With the migration complete, you’ll now move onto the next step of replacing the PKCS#11 provider of your original HSM with the CloudHSM PKCS#11 software library. This library is a PKCS#11 standard implementation that communicates with the HSMs in your cluster and is compliant with PKCS#11 version 2.40.

Step 2: Replacing the PKCS#11 provider of your original HSM with the AWS CloudHSM PKCS#11 software library.

You’ll begin by installing the software library with the below two commands.

wget https://s3.amazonaws.com/cloudhsmv2-software/CloudHsmClient/EL6/cloudhsm-client-pkcs11-latest.el6.x86_64.rpm

sudo yum install -y ./cloudhsm-client-pkcs11-latest.el6.x86_64.rpm

When installation completes, you will be able to find the CloudHSM PKCS#11 software library files in the directory, the default directory for AWS CloudHSM’s software library installs. To ensure processing speed and throughput capabilities of the HSMs, I suggest installing a Redis cache as well. This cache stores key handles and attributes locally, so you may access them without making a call to the HSMs. As this step is optional and not required for this post, I will leave the link for installation instructions here. With the software library installed, you want to ensure the CloudHSM client is running. You can check this with the command below.

sudo start cloudhsm-client

Step 3: Switching your encryption wallet to point to your AWS CloudHSM cluster.

Once you’ve verified the client is running, you’re going to create another backup of the sqlnet.ora file. It’s always a good idea to take backups before making any changes. The command would be similar to below, replacing </path/to/> with the actual path to your sqlnet.ora file.

cp </path/to/>sqlnet.ora </path/to/>sqlnet.ora.backup2

With this done, again open the sqlnet.ora file with your favorite text editor. You are going to edit the line encryption_wallet_location to resemble the below text.


ENCRYPTION_WALLET_LOCATION=
  (SOURCE=(METHOD=HSM))

Save the file and exit. You will need to create the directory where your Oracle database will expect to find the library file for the AWS CloudHSM PKCS#11 software library. You do this with the command below.

sudo mkdir -p /opt/oracle/extapi/64/hsm

With the directory created, you next copy over the CloudHSM PKCS#11 software library from the original installation directory to this one. It is important this new directory only contain the one library file. Should any files exist in the directory that are not directly related to the way you installed the CloudHSM PKCS#11 software library, remove them. The command to copy is below.

sudo cp /opt/cloudhsm/lib/libcloudhsm_pkcs11_standard.so /opt/oracle/extapi/64/hsm

Now, modify the ownership of the directory and everything inside. The Oracle user must have access to these library files to run correctly. The command to do this is below.

sudo chown -R oracle:dba /opt/oracle

With that done, you can start your Oracle database. This completes the migration of your encryption wallet and TDE keys from your original encryption wallet to a local wallet, and finally to CloudHSM as the new encryption wallet. Should you decide you wish to create new TDE master encryption keys on CloudHSM, you can follow the steps here to do so.

These steps are optional, but helpful in the event you must restore your database to production quickly. For customers that leverage DR environments, we have two great blog posts here and here to walk you through each step of the cross-region replication process. The first uses a combination of AWS Step Functions and Amazon CloudWatch Events to copy your EBS snapshots to your DR region, and the second showcases how to copy your CloudHSM cluster backups to your DR region.

Summary

In this post, I walked you through how to migrate your Oracle TDE database encryption wallet to point it to CloudHSM for secure storage of your TDE. I showed you how to properly install the CloudHSM PKCS#11 software library and place it in the directory for Oracle to find and use. This process can be used to migrate most on-premisis encryption wallet to AWS CloudHSM to ensure security of your TDE keys and meet compliance requirements.

If you have feedback about this blog post, submit comments in the Comments section below. If you have questions about this blog post, start a new thread on the AWS CloudHSM forum.

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Author

Tracy Pierce

Tracy Pierce is a Senior Cloud Support Engineer at AWS. She enjoys the peculiar culture of Amazon and uses that to ensure every day is exciting for her fellow engineers and customers alike. Customer Obsession is her highest priority and she shows this by improving processes, documentation, and building tutorials. She has her AS in Computer Security & Forensics from SCTD, SSCP certification, AWS Developer Associate certification, and AWS Security Specialist certification. Outside of work, she enjoys time with friends, her Great Dane, and three cats. She keeps work interesting by drawing cartoon characters on the walls at request.