Tag Archives: serverless

Archiving and replaying messages with Amazon SNS FIFO

Post Syndicated from Benjamin Smith original https://aws.amazon.com/blogs/compute/archiving-and-replaying-messages-with-amazon-sns-fifo/

This post is written by A Mohammed Atiq, Solutions Architect and Mithun Mallick, Principal Solutions Architect, Serverless

Amazon Simple Notification Service (SNS) offers a flexible, fully managed messaging service, allowing applications to send and receive messages. SNS acts as a channel, delivering events from publishers to subscribers.

Today, AWS is announcing a new capability that enables you to archive and replay messages published to SNS FIFO (first-in first-Out) topics. Now, when enabled with an archive policy, SNS FIFO topics automatically:

  • Archives events, with a no-code, in-place message archive that doesn’t require any external resources. You only need to define an archive policy on your topic, including the required retention period (from 1 to 365 days).
  • Replays events: subscribers benefit from a managed, no-code message replay functionality, with built-in progress reporting and message filtering capabilities. To initiate a replay, subscribers simply apply a replay policy to their subscription, defining a starting point and an ending point using timestamps.

This feature can be useful in failure recovery and state replication scenarios.

Failure recovery

In failure recovery scenarios, developers can use this to reprocess a subset of messages and recover from a downstream application failure or a dependency issue.

Consider a situation where a search application needs to reprocess messages because the search engine’s index has been erased. To initiate recovery, the search application would update the ReplayPolicy attribute in its existing subscription using the SetSubscriptionAttributes API action, to start receiving messages from a specific point in time, rather than from when the Archive policy was applied to the topic.

State replication

For state replication scenarios, this feature enables new applications to duplicate the state of previously subscribed applications.

Consider an internal data warehouse application that must replicate the state of an external search application to make the data indexed in the search engine available to product managers and other internal staff. The data warehouse application subscribes its newly created endpoint (for example, an Amazon SQS FIFO queue) to the topic using the Subscribe API action and sets the ReplayPolicy subscription attribute.

If it opts to replicate the full state of the search engine, it might set the timestamp in its ReplayPolicy to coincide with the search engine’s subscription’s creation date and time, ensuring all data ever delivered to the search engine is also delivered to the data warehouse tool.

Enabling the archive policy via the SNS console

When creating a new SNS FIFO topic, you see an option for the archive policy. This policy determines how long SNS stores your messages, making them available for potential resending to a subscription if necessary. The Archive policy does not activate by default – you must enable it for each topic manually or automate the operation.

For instance, the retention period for this FIFO topic is set at 30 days. However, you can adjust this duration anywhere from 1 to 365 days. Once you activate the archive policy, messages sent to this topic are archived for the defined period.

To confirm that the archive policy is in effect after creating the topic, check the topic details. Next to the retention policy, and its status is displayed as Active.

By subscribing an SQS FIFO queue to an SNS FIFO topic, you can replay messages, and the Replay status shows Not running. You can subscribe both FIFO and standard SQS queues to their SNS FIFO topics, providing flexibility for various use-case requirements. To initiate a replay, navigate to the SNS console, choose Replay, and then choose Start replay.

When you initiate a replay, a window appears, allowing you to specify the start and end dates, as well as the exact time from which messages are archived. This feature affords the flexibility to replay only messages of interest, instead of every archived message, by allowing you to set on a specific schedule. When you choose Start replay, the service begins sending messages to the subscriber.

You can also define settings for the SNS FIFO archive and replay features with both AWS CloudFormation and the AWS Serverless Application Model (AWS SAM).

Use Cases

Replaying events for error recovery in microservices

In a scenario where an insurance application uses multiple microservices, consider one claims processing microservice encounters an error and drops a claim. Such an oversight can cause the workload to be out of sync.

With the archive and replay feature, you can revisit and replay events from the time the error was detected. This allows the microservice to recognize the missed event and complete the necessary actions, ensuring the system remains updated and accurate.

  1. Messages are published to an SNS FIFO topic from an application.
  2. Messages are delivered to an SQS FIFO queue containing claim details to be processed by a downstream microservice.
  3. The microservice fails to process a series of messages due to an exception and discards all of the messages.
  4. The user then initiates a replay from the SNS FIFO topic, specifies the time frame of messages to replay based on when the failure occurred.
  5. The microservice is now able to successfully process the replayed messages and persists data into a DynamoDB table.

Replicating state across Regions

In situations where an application spans multiple Regions, and a microservice encounters difficulties in its primary Region, you can replicate the infrastructure to another Region using an active/standby setup.

You can reroute traffic to the standby microservice in the secondary Region, maintaining synchronization through event replays. You can set an end time in the SNS replay policy but if this isn’t defined, replaying continues until all the most recent messages are sent.

After, the SNS subscription resumes normal functioning, capturing all new messages. This approach is suitable for many state replication scenarios, such as cross-Region backup strategies, as it helps minimize downtime and prevent message loss.

  1. Messages are published to an SNS FIFO topic from an application.
  2. Messages are delivered to an SQS FIFO queue containing claim details to be processed by a downstream microservice.
  3. The microservice failed to process a series of messages due to an exception and discarded all of the messages.
  4. The user then subscribes a new SQS FIFO queue in another region, initiates a replay from the SNS FIFO topic and specifies the time frame of messages to replay based on when the failure occurred.
  5. The microservice in a different region is able to retrieve the replayed messages from the new SQS FIFO queue, successfully processes the series of messages and persists data into a DynamoDB table.

Configuring SNS FIFO archive and replay for auto insurance processing

Managing auto insurance claims requires timely coordination. This walkthrough shows the combined benefits of SNS FIFO and SQS FIFO to process claims in the correct sequence.

Both SQS FIFO and SQS standard queues can be subscribed to the SNS FIFO topic, offering versatility in handling claims. The archive and replay functionality of SNS FIFO is paramount; disruptions in downstream microservices don’t compromise claim integrity due to the replay capability.

This walkthrough guides you through deploying an auto insurance claims processing example using the AWS CLI. You create an SNS FIFO topic for claim submissions and two SQS FIFO queues. The first queue is for primary processing of the claims, while the second is specifically for message replays to support application state replication across various system instances.

Prerequisites

Step 1 – Creating resources using the AWS CLI and storing variables

Run the following commands in the terminal.

REGION=$(aws configure get region)

# Create an SNS FIFO topic for auto insurance claims
AUTO_INSURANCE_TOPIC_ARN=$(aws sns create-topic --name "AutoInsuranceClaimsTopic.fifo" --attributes "FifoTopic=true,ContentBasedDeduplication=true,DisplayName=Auto Insurance Claims Topic" --region $REGION | jq -r '.TopicArn')

# Create primary and replay SQS FIFO queues
AUTO_INSURANCE_QUEUE_URL=$(aws sqs create-queue --queue-name "AutoInsuranceClaimsQueue.fifo" --attributes "FifoQueue=true" --region $REGION | jq -r '.QueueUrl')
AUTO_INSURANCE_REPLAY_QUEUE_URL=$(aws sqs create-queue --queue-name "AutoInsuranceReplayQueue.fifo" --attributes "FifoQueue=true" --region $REGION | jq -r '.QueueUrl')

# Get ARNs for both SQS queues
AUTO_INSURANCE_QUEUE_ARN=$(aws sqs get-queue-attributes --queue-url $AUTO_INSURANCE_QUEUE_URL --attribute-names QueueArn --output text --query 'Attributes.QueueArn')
AUTO_INSURANCE_REPLAY_QUEUE_ARN=$(aws sqs get-queue-attributes --queue-url $AUTO_INSURANCE_REPLAY_QUEUE_URL --attribute-names QueueArn --region $REGION | jq -r '.Attributes.QueueArn')

# Define a policy allowing the topic to publish to both queues
SQS_POLICY_TEMPLATE="{\"Policy\" : \"{ \\\"Version\\\": \\\"2012-10-17\\\", \\\"Statement\\\": [ { \\\"Sid\\\": \\\"1\\\", \\\"Effect\\\": \\\"Allow\\\", \\\"Principal\\\": { \\\"Service\\\": \\\"sns.amazonaws.com\\\" }, \\\"Action\\\": [\\\"sqs:SendMessage\\\"], \\\"Resource\\\": [\\\"$AUTO_INSURANCE_QUEUE_ARN\\\", \\\"$AUTO_INSURANCE_REPLAY_QUEUE_ARN\\\"], \\\"Condition\\\": { \\\"ArnLike\\\": { \\\"aws:SourceArn\\\": [\\\"$AUTO_INSURANCE_TOPIC_ARN\\\"] } } } ]}\"}"

# Apply the access policy to the queues
aws sqs set-queue-attributes --queue-url $AUTO_INSURANCE_QUEUE_URL --attributes file://<(echo $SQS_POLICY_TEMPLATE)
aws sqs set-queue-attributes --queue-url $AUTO_INSURANCE_REPLAY_QUEUE_URL --attributes file://<(echo $SQS_POLICY_TEMPLATE)

# Subscribe the primary queue to the created SNS FIFO topic
aws sns subscribe --topic-arn $AUTO_INSURANCE_TOPIC_ARN --protocol sqs --notification-endpoint $AUTO_INSURANCE_QUEUE_ARN --region $REGION

Step 2 – Setting the archive policy on the SNS FIFO topic

Modify the attributes of the SNS FIFO topic to set a retention period. This determines how long a message is retained in the topic archive. This example uses 30 days.

# Set a 30-day retention period for the SNS FIFO topic

aws sns set-topic-attributes --region $REGION --topic-arn $AUTO_INSURANCE_TOPIC_ARN --attribute-name ArchivePolicy --attribute-value "{\"MessageRetentionPeriod\":\"30\"}"

Step 3- Publishing auto insurance claim details

Publish a sample claim to the SNS FIFO topic. This step mimics a real-world scenario where an insurance claim must be processed by subscribers of the topic.

# Get the current timestamp and publish a sample insurance claim
TIMESTAMP_START=$(date -u +%FT%T.000Z)
aws sns publish --region $REGION --topic-arn $AUTO_INSURANCE_TOPIC_ARN --message "{ \"claim_type\": \"collision\", \"registration\": \"AB123CDE\" }" --message-group-id "group1"

Step 4 – Reading auto insurance claim details

Retrieve the insurance claim details from the primary SQS FIFO queue. This simulates a process reading the insurance claim to take action. After reading the message, the claim is deleted from the queue to avoid reprocessing.

# Fetch the claim details from the primary queue, then delete to avoid redundancy
MESSAGE=$(aws sqs receive-message --region $REGION --queue-url $AUTO_INSURANCE_QUEUE_URL --output json)
MESSAGE_TEXT=$(echo "$MESSAGE" | jq -r '.Messages[0].Body')
MESSAGE_RECEIPT=$(echo "$MESSAGE" | jq -r '.Messages[0].ReceiptHandle')
aws sqs delete-message --region $REGION --queue-url $AUTO_INSURANCE_QUEUE_URL --receipt-handle $MESSAGE_RECEIPT
echo "Received claim details: ${MESSAGE_TEXT}"

Step 5 – Subscribing the replay SQS queue to the SNS FIFO topic

To ensure no claims are lost, configure a replay policy for your SQS FIFO queue subscription. This policy sets the schedule from which messages are replayed to the SQS FIFO queue. Here, you subscribe a replay queue with a replay policy and then monitor the status of the replay queue. Once complete, read the replayed claim details from the secondary SQS FIFO queue. If any processing issues occurred initially, there is a second chance to process the claim.

Subscribe replay queue to SNS FIFO topic:

# Subscribe the replay queue to the topic and define its replay policy
NEW_SUBSCRIPTION_ARN=$(aws sns subscribe --region $REGION --topic-arn $AUTO_INSURANCE_TOPIC_ARN --protocol sqs --return-subscription-arn --notification-endpoint $AUTO_INSURANCE_REPLAY_QUEUE_ARN --attributes "{\"ReplayPolicy\":\"{\\\"PointType\\\":\\\"Timestamp\\\",\\\"StartingPoint\\\":\\\"$TIMESTAMP_START\\\"}\"}" --output json | jq -r '.SubscriptionArn')

To monitor the replay status:

# Wait for the replay to complete
while [[ $(aws sns get-subscription-attributes --region $REGION --subscription-arn $NEW_SUBSCRIPTION_ARN --output text | awk 'END{print $9}') != 'Completed' ]]; do printf "."; sleep 5; done; echo "Replay complete";

To read the replayed message and delete the message from the queue:

# Fetch the replayed message and then remove it from the queue
REPLAYED_MESSAGE=$(aws sqs receive-message --region $REGION --queue-url $AUTO_INSURANCE_REPLAY_QUEUE_URL --output json)
REPLAYED_MESSAGE_TEXT=$(echo "$REPLAYED_MESSAGE" | jq -r '.Messages[0].Body')
REPLAYED_MESSAGE_RECEIPT=$(echo "$REPLAYED_MESSAGE" | jq -r '.Messages[0].ReceiptHandle')
aws sqs delete-message --region $REGION --queue-url $AUTO_INSURANCE_REPLAY_QUEUE_URL --receipt-handle $REPLAYED_MESSAGE_RECEIPT
echo "Received replayed claim details: ${REPLAYED_MESSAGE_TEXT}"

Cleaning up

To avoid incurring unnecessary costs, clean up the resources created in this walkthrough:

# Delete the primary SQS FIFO queue
aws sqs delete-queue --queue-url $AUTO_INSURANCE_QUEUE_URL --region $REGION

# Delete the replay SQS FIFO queue
aws sqs delete-queue --queue-url $AUTO_INSURANCE_REPLAY_QUEUE_URL --region $REGION

# Unset the 'ArchivePolicy' attribute
aws sns set-topic-attributes --region $REGION --topic-arn $AUTO_INSURANCE_TOPIC_ARN --attribute-name ArchivePolicy --attribute-value "{}"

# Delete the SNS FIFO topic
aws sns delete-topic --topic-arn $AUTO_INSURANCE_TOPIC_ARN --region $REGION

Conclusion

The new SNS FIFO archive and replay feature provides a substantial foundation for event-driven applications, emphasizing failure recovery and application state replication. These features allow developers to efficiently manage and recover from disruptions, and ensure state replication across different application instances or environments.

Get started with this new SNS FIFO capability by using the AWS Management Console, AWS CLI, AWS Software Development Kit (SDK), or AWS CloudFormation. For information on cost, see SNS pricing and SQS pricing.

For more serverless learning resources, visit Serverless Land.

Enhancing runtime security and governance with the AWS Lambda Runtime API proxy extension

Post Syndicated from Julian Wood original https://aws.amazon.com/blogs/compute/enhancing-runtime-security-and-governance-with-the-aws-lambda-runtime-api-proxy-extension/

This post is written by Anton Aleksandrov, Principal Serverless Solutions Architect,  and Shridhar Pandey, Senior AWS Lambda Product Manager.

AWS Lambda runtimes use the Lambda Runtime API to communicate with the Lambda service. Runtimes use it to retrieve inbound events to be processed by the function handler, return successful handler responses to the Lambda service, and report failures. This post shows how to intercept inbound events and outbound responses without changing function code, using the Runtime API proxy pattern.

This approach enables security vendors and engineering teams to provide enhanced, non-invasive security and governance tools for Lambda functions. Use cases include sanitizing event payload, blocking malicious events, and auditing and augmenting payloads.

Overview

The Lambda Runtime API is an HTTP endpoint available within the Lambda execution environment. It allows the Lambda runtime that executes the function code to communicate with the Lambda service. It is used by managed Lambda runtimes, such as Node.js or Python, as well as custom runtime, which enables developers to create their own Lambda runtime in any programming language of their choice.

Lambda runtimes use the Runtime API to retrieve the next incoming event to be processed by the function handler and return the handler response to the Lambda service.

Lambda Extensions enable you to integrate Lambda functions with your organization’s preferred tools for monitoring, observability, security, and governance. You can use extensions from AWS, AWS Lambda Ready partners, and open-source projects for a wide range of use cases. Extensions allow adding functionality, such as pre-fetching configurations or dispatching telemetry, without making intrusive changes to function code. Lambda Extensions are packaged as Lambda layers and run as a separate process in the execution environment.

This is how runtimes and extensions communicate with the Lambda service via the Runtime API and Extensions API endpoints:

AWS Lambda Runtime API and Extensions API endpoints

AWS Lambda Runtime API and Extensions API endpoints

When you register your extension with the Lambda service, you can specify you want to receive the INVOKE event. The Lambda service sends this event to the extension asynchronously when a function is invoked.

The information supplied contains the function invocation metadata, but not the event payload. This makes the event useful for observability, but limited for application security and governance use cases, such as inspecting payloads for vulnerabilities, sanitizing inputs, and blocking malicious events.

The Lambda Runtime API proxy is a pattern that enables you to hook into the function invocation request and response lifecycle. It allows you to use extensions to implement advanced security, compliance, governance, and observability scenarios without changes to function code. You can add runtime security mechanisms, implement audit procedures for data flowing in and out of the function, enhance observability by auto-injecting tracing headers, and many more.

Understanding the Lambda Runtime API workflow

This is how the Lambda Runtime consumes the Lambda Runtime API:

How the Lambda Runtime consumes the Lambda Runtime API

How the Lambda Runtime consumes the Lambda Runtime API

Lambda runtimes use the value of the AWS_LAMBDA_RUNTIME_API environment variable to make Runtime API requests. The two primary endpoints are /next, which is used to retrieve the next event to process, and /response, which is used to return event processing results to the Lambda service. In addition, the Runtime API also provides endpoints for reporting failures. See the full protocol and schema definitions of the Runtime API.

How the Runtime API proxy approach works

The Runtime API proxy is a component that you can build to hook into the invocation workflow. It proxies requests and responses, allowing you to augment them, and control the workflow:

Runtime API proxy hooks

Runtime API proxy hooks

When the Lambda service creates a new execution environment, it starts by initializing the extensions attached to the function. The execution environment waits for all extensions to register with the Lambda service by calling the Extensions API /register endpoint, then proceeds to initialize the runtime. This allows you to start the Runtime API proxy HTTP listener during extension initialization, making it ready to serve the runtime requests.

Runtime API proxy flow

Runtime API proxy flow

By default, the value of the AWS_LAMBDA_RUNTIME_API environment variable in the runtime process points to the Lambda Runtime API endpoint 127.0.0.1:9001. You can use a wrapper script to change that value to point to the Runtime API proxy endpoint instead.

A wrapper script enables you to customize the runtime startup behavior of your Lambda function by letting you set configuration parameters that cannot be set through language-specific environment variables. You can add a wrapper script to your function by setting the AWS_LAMBDA_EXEC_WRAPPER environment variable. The following wrapper script assumes that the Runtime API Proxy is listening on port 9009.

#!/bin/bash
export AWS_LAMBDA_RUNTIME_API="127.0.0.1:9009"
exec "$@"

You can either add this export line to an existing wrapper script or create a new one.

Runtime API proxy example

Runtime API proxy example

The Runtime API Proxy is bootstrapped by the Lambda service when a new execution environment is created and it’s ready to proxy requests from the Lambda runtime to the Runtime API before first invocation.

Implementing the Runtime API proxy logic

AWS recommends you implement extensions using a programming language that compiles to a binary executable, such as Golang or Rust. This allows you to use the extension with any Lambda runtime. Extensions implemented in interpreted languages, such as JavaScript and Python, or languages that require additional virtual machines, such as Java and C#, can only be used with that specific runtime.

This diagram shows a scenario where both incoming events and outbound responses are processed by the extension. You can use this workflow for auditing event or response payloads, sanitizing them, or injecting additional properties. You can use it for scenarios like masking account numbers, stripping personally identifiable information (PII), or injecting observability headers.

Runtime API proxy logic

Runtime API proxy logic

This diagram demonstrates an advanced scenario, where the first inbound event is identified as malicious, and rejected by the Runtime API proxy. The function handler is not invoked. The second event is not flagged as malicious, and is therefore forwarded to the handler for processing. You can use this workflow for security scenarios like runtime application protection.

Runtime API proxy security scenario

Runtime API proxy security scenario

AWS Partners using the Runtime API Proxy solution

“Using Lambda Runtime API proxy solution is a game-changing approach for us. It enables us to support multiple Lambda runtimes with a single implementation, provides comprehensive visibility into Lambda execution, and allows to detect attackers targeting serverless applications,” says Julio Guerra, Engineering Manager, Application Security Management, Datadog.

“Lambda Runtime API proxy is a simple solution that gives us a pluggable way to protect Lambda Function URLs. We can implement request authorization and enrichment with no changes to function code,” says Ilya Zilber, Senior Manager, Solutions Engineering, Okta Inc.

Security best practices

Extensions run within the same execution environment as the function, so they have the same level of access to resources such as file system, networking, and environment variables. IAM permissions assigned to the function are shared with extensions. Our guidance is to assign the least required privileges to your functions.

Always install extensions from a trusted source only. Use Infrastructure as Code (IaC) tools, such as AWS CloudFormation, to simplify the task of attaching the same extension configuration, including AWS Identity and Access Management (IAM) permissions, to multiple functions. Additionally, IaC tools allow you to have an audit record of extensions and versions you’ve used previously.

When building extensions, do not log sensitive data. Sanitize payloads and metadata before logging or persisting them for audit purposes.

Considerations

The Runtime API proxy approach allows you to hook into the Lambda request/response workflow, enabling new security and observability use cases. There are several important considerations:

  • This requires you to have a good understanding of the Lambda execution environment lifecycle and the Lambda Runtime API. You must implement proxying for all Runtime API endpoints and handle potential runtime failures.
  • Prepare your extension for composability for scenarions in which more than one extension implements the Runtime API proxy pattern. Allow your extension consumers to configure the extension via environment variables using at least two parameters – the port your proxy listens on and the Runtime API endpoint your proxy forwards requests to. The latter should default to the original value of the AWS_LAMBDA_RUNTIME_API environment variable. See sample implementations below for details.
  • Proxying API requests with default buffered responses requires additional work to support functions with response payload streaming.
  • Proxying API requests adds latency. The added overhead depends on your implementation. AWS recommends using programming languages that can be compiled to an executable binary, such as Rust and Golang, and keeping your extensions lightweight and optimized.

Samples

You can find sample extensions implementing the Runtime API Proxy at https://github.com/aws-samples/aws-lambda-extensions/. See Golang, Rust, and Node.js samples.

Follow the instructions described in README.md for a step-by-step tutorial on running the extension.

Conclusion

This post introduces and illustrates the Lambda Runtime API proxy pattern. You can use this pattern to hook into the Lambda function request and response workflow to intercept, process, audit, modify, and block inbound events and handler responses.

You can use this pattern to implement enhanced runtime security and governance scenarios, as well as scenarios from other domains.. AWS customers and partners can use this advanced solution approach to add enhanced security and observability to Lambda functions without requiring code changes.

For more serverless learning resources, visit Serverless Land.

Mask and redact sensitive data published to Amazon SNS using managed and custom data identifiers

Post Syndicated from Otavio Ferreira original https://aws.amazon.com/blogs/security/mask-and-redact-sensitive-data-published-to-amazon-sns-using-managed-and-custom-data-identifiers/

Today, we’re announcing a new capability for Amazon Simple Notification Service (Amazon SNS) message data protection. In this post, we show you how you can use this new capability to create custom data identifiers to detect and protect domain-specific sensitive data, such as your company’s employee IDs. Previously, you could only use managed data identifiers to detect and protect common sensitive data, such as names, addresses, and credit card numbers.

Overview

Amazon SNS is a serverless messaging service that provides topics for push-based, many-to-many messaging for decoupling distributed systems, microservices, and event-driven serverless applications. As applications become more complex, it can become challenging for topic owners to manage the data flowing through their topics. These applications might inadvertently start sending sensitive data to topics, increasing regulatory risk. To mitigate the risk, you can use message data protection to protect sensitive application data using built-in, no-code, scalable capabilities.

To discover and protect data flowing through SNS topics with message data protection, you can associate data protection policies to your topics. Within these policies, you can write statements that define which types of sensitive data you want to discover and protect. Within each policy statement, you can then define whether you want to act on data flowing inbound to an SNS topic or outbound to an SNS subscription, the AWS accounts or specific AWS Identity and Access Management (IAM) principals the statement applies to, and the actions you want to take on the sensitive data found.

Now, message data protection provides three actions to help you protect your data. First, the audit operation reports on the amount of sensitive data found. Second, the deny operation helps prevent the publishing or delivery of payloads that contain sensitive data. Third, the de-identify operation can mask or redact the sensitive data detected. These no-code operations can help you adhere to a variety of compliance regulations, such as Health Insurance Portability and Accountability Act (HIPAA), Federal Risk and Authorization Management Program (FedRAMP), General Data Protection Regulation (GDPR), and Payment Card Industry Data Security Standard (PCI DSS).

This message data protection feature coexists with the message data encryption feature in SNS, both contributing to an enhanced security posture of your messaging workloads.

Managed and custom data identifiers

After you add a data protection policy to your SNS topic, message data protection uses pattern matching and machine learning models to scan your messages for sensitive data, then enforces the data protection policy in real time. The types of sensitive data are referred to as data identifiers. These data identifiers can be either managed by Amazon Web Services (AWS) or custom to your domain.

Managed data identifiers (MDI) are organized into five categories:

In a data protection policy statement, you refer to a managed data identifier using its Amazon Resource Name (ARN), as follows:

{
    "Name": "__example_data_protection_policy",
    "Description": "This policy protects sensitive data in expense reports",
    "Version": "2021-06-01",
    "Statement": [{
        "DataIdentifier": [
            "arn:aws:dataprotection::aws:data-identifier/CreditCardNumber"
        ],
        "..."
    }]
}

Custom data identifiers (CDI), on the other hand, enable you to define custom regular expressions in the data protection policy itself, then refer to them from policy statements. Using custom data identifiers, you can scan for business-specific sensitive data, which managed data identifiers can’t. For example, you can use a custom data identifier to look for company-specific employee IDs in SNS message payloads. Internally, SNS has guardrails to make sure custom data identifiers are safe and that they add only low single-digit millisecond latency to message processing.

In a data protection policy statement, you refer to a custom data identifier using only the name that you have given it, as follows:

{
    "Name": "__example_data_protection_policy",
    "Description": "This policy protects sensitive data in expense reports",
    "Version": "2021-06-01",
    "Configuration": {
        "CustomDataIdentifier": [{
            "Name": "MyCompanyEmployeeId", "Regex": "EID-\d{9}-US"
        }]
    },
    "Statement": [{
        "DataIdentifier": [
            "arn:aws:dataprotection::aws:data-identifier/CreditCardNumber",
            "MyCompanyEmployeeId"
        ],
        "..."
    }]
}

Note that custom data identifiers can be used in conjunction with managed data identifiers, as part of the same data protection policy statement. In the preceding example, both MyCompanyEmployeeId and CreditCardNumber are in scope.

For more information, see Data Identifiers, in the SNS Developer Guide.

Inbound and outbound data directions

In addition to the DataIdentifier property, each policy statement also sets the DataDirection property (whose value can be either Inbound or Outbound) as well as the Principal property (whose value can be any combination of AWS accounts, IAM users, and IAM roles).

When you use message data protection for data de-identification and set DataDirection to Inbound, instances of DataIdentifier published by the Principal are masked or redacted before the payload is ingested into the SNS topic. This means that every endpoint subscribed to the topic receives the same modified payload.

When you set DataDirection to Outbound, on the other hand, the payload is ingested into the SNS topic as-is. Then, instances of DataIdentifier are either masked, redacted, or kept as-is for each subscribing Principal in isolation. This means that each endpoint subscribed to the SNS topic might receive a different payload from the topic, with different sensitive data de-identified, according to the data access permissions of its Principal.

The following snippet expands the example data protection policy to include the DataDirection and Principal properties.

{
    "Name": "__example_data_protection_policy",
    "Description": "This policy protects sensitive data in expense reports",
    "Version": "2021-06-01",
    "Configuration": {
        "CustomDataIdentifier": [{
            "Name": "MyCompanyEmployeeId", "Regex": "EID-\d{9}-US"
        }]
    },
    "Statement": [{
        "DataIdentifier": [
            "MyCompanyEmployeeId",
            "arn:aws:dataprotection::aws:data-identifier/CreditCardNumber"
        ],
        "DataDirection": "Outbound",
        "Principal": [ "arn:aws:iam::123456789012:role/ReportingApplicationRole" ],
        "..."
    }]
}

In this example, ReportingApplicationRole is the authenticated IAM principal that called the SNS Subscribe API at subscription creation time. For more information, see How do I determine the IAM principals for my data protection policy? in the SNS Developer Guide.

Operations for data de-identification

To complete the policy statement, you need to set the Operation property, which informs the SNS topic of the action that it should take when it finds instances of DataIdentifer in the outbound payload.

The following snippet expands the data protection policy to include the Operation property, in this case using the Deidentify object, which in turn supports masking and redaction.

{
    "Name": "__example_data_protection_policy",
    "Description": "This policy protects sensitive data in expense reports",
    "Version": "2021-06-01",
    "Configuration": {
        "CustomDataIdentifier": [{
            "Name": "MyCompanyEmployeeId", "Regex": "EID-\d{9}-US"
        }]
    },
    "Statement": [{
        "Principal": [
            "arn:aws:iam::123456789012:role/ReportingApplicationRole"
        ],
        "DataDirection": "Outbound",
        "DataIdentifier": [
            "MyCompanyEmployeeId",
            "arn:aws:dataprotection::aws:data-identifier/CreditCardNumber"
        ],
        "Operation": { "Deidentify": { "MaskConfig": { "MaskWithCharacter": "#" } } }
    }]
}

In this example, the MaskConfig object instructs the SNS topic to mask instances of CreditCardNumber in Outbound messages to subscriptions created by ReportingApplicationRole, using the MaskWithCharacter value, which in this case is the hash symbol (#). Alternatively, you could have used the RedactConfig object instead, which would have instructed the SNS topic to simply cut the sensitive data off the payload.

The following snippet shows how the outbound payload is masked, in real time, by the SNS topic.

// original message published to the topic:
My credit card number is 4539894458086459

// masked message delivered to subscriptions created by ReportingApplicationRole:
My credit card number is ################

For more information, see Data Protection Policy Operations, in the SNS Developer Guide.

Applying data de-identification in a use case

Consider a company where managers use an internal expense report management application where expense reports from employees can be reviewed and approved. Initially, this application depended only on an internal payment application, which in turn connected to an external payment gateway. However, this workload eventually became more complex, because the company started also paying expense reports filed by external contractors. At that point, the company built a mobile application that external contractors could use to view their approved expense reports. An important business requirement for this mobile application was that specific financial and PII data needed to be de-identified in the externally displayed expense reports. Specifically, both the credit card number used for the payment and the internal employee ID that approved the payment had to be masked.

Figure 1: Expense report processing application

Figure 1: Expense report processing application

To distribute the approved expense reports to both the payment application and the reporting application that backed the mobile application, the company used an SNS topic with a data protection policy. The policy has only one statement, which masks credit card numbers and employee IDs found in the payload. This statement applies only to the IAM role that the company used for subscribing the AWS Lambda function of the reporting application to the SNS topic. This access permission configuration enabled the Lambda function from the payment application to continue receiving the raw data from the SNS topic.

The data protection policy from the previous section addresses this use case. Thus, when a message representing an expense report is published to the SNS topic, the Lambda function in the payment application receives the message as-is, whereas the Lambda function in the reporting application receives the message with the financial and PII data masked.

Deploying the resources

You can apply a data protection policy to an SNS topic using the AWS Management Console, AWS Command Line Interface (AWS CLI), AWS SDK, or AWS CloudFormation.

To automate the provisioning of the resources and the data protection policy of the example expense management use case, we’re going to use CloudFormation templates. You have two options for deploying the resources:

Deploy using the individual CloudFormation templates in sequence

  1. Prerequisites template: This first template provisions two IAM roles with a managed policy that enables them to create SNS subscriptions and configure the subscriber Lambda functions. You will use these provisioned IAM roles in steps 3 and 4 that follow.
  2. Topic owner template: The second template provisions the SNS topic along with its access policy and data protection policy.
  3. Payment subscriber template: The third template provisions the Lambda function and the corresponding SNS subscription that comprise of the Payment application stack. When prompted, select the PaymentApplicationRole in the Permissions panel before running the template. Moreover, the CloudFormation console will require you to acknowledge that a CloudFormation transform might require access capabilities.
  4. Reporting subscriber template: The final template provisions the Lambda function and the SNS subscription that comprise of the Reporting application stack. When prompted, select the ReportingApplicationRole in the Permissions panel, before running the template. Moreover, the CloudFormation console will require, once again, that you acknowledge that a CloudFormation transform might require access capabilities.
Figure 2: Select IAM role

Figure 2: Select IAM role

Now that the application stacks have been deployed, you’re ready to start testing.

Testing the data de-identification operation

Use the following steps to test the example expense management use case.

  1. In the Amazon SNS console, select the ApprovalTopic, then choose to publish a message to it.
  2. In the SNS message body field, enter the following message payload, representing an external contractor expense report, then choose to publish this message:
    {
        "expense": {
            "currency": "USD",
            "amount": 175.99,
            "category": "Office Supplies",
            "status": "Approved",
            "created_at": "2023-10-17T20:03:44+0000",
            "updated_at": "2023-10-19T14:21:51+0000"
        },
        "payment": {
            "credit_card_network": "Visa",
            "credit_card_number": "4539894458086459"
        },
        "reviewer": {
            "employee_id": "EID-123456789-US",
            "employee_location": "Seattle, USA"
        },
        "contractor": {
            "employee_id": "CID-000012348-CA",
            "employee_location": "Vancouver, CAN"
        }
    }
    

  3. In the CloudWatch console, select the log group for the PaymentLambdaFunction, then choose to view its latest log stream. Now look for the log stream entry that shows the message payload received by the Lambda function. You will see that no data has been masked in this payload, as the payment application requires raw financial data to process the credit card transaction.
  4. Still in the CloudWatch console, select the log group for the ReportingLambdaFunction, then choose to view its latest log stream. Now look for the log stream entry that shows the message payload received by this Lambda function. You will see that the values for properties credit_card_number and employee_id have been masked, protecting the financial data from leaking into the external reporting application.
    {
        "expense": {
            "currency": "USD",
            "amount": 175.99,
            "category": "Office Supplies",
            "status": "Approved",
            "created_at": "2023-10-17T20:03:44+0000",
            "updated_at": "2023-10-19T14:21:51+0000"
        },
        "payment": {
            "credit_card_network": "Visa",
            "credit_card_number": "################"
        },
        "reviewer": {
            "employee_id": "################",
            "employee_location": "Seattle, USA"
        },
        "contractor": {
            "employee_id": "CID-000012348-CA",
            "employee_location": "Vancouver, CAN"
        }
    }
    

As shown, different subscribers received different versions of the message payload, according to their sensitive data access permissions.

Cleaning up the resources

After testing, avoid incurring usage charges by deleting the resources that you created. Open the CloudFormation console and delete the four CloudFormation stacks that you created during the walkthrough.

Conclusion

This post showed how you can use Amazon SNS message data protection to discover and protect sensitive data published to or delivered from your SNS topics. The example use case shows how to create a data protection policy that masks messages delivered to specific subscribers if the payloads contain financial or personally identifiable information.

For more details, see message data protection in the SNS Developer Guide. For information on costs, see SNS pricing.

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 AWS re:Post or contact AWS Support.

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

Otavio-Ferreira-author

Otavio Ferreira

Otavio is the GM for Amazon SNS, and has been leading the service since 2016, responsible for software engineering, product management, technical program management, and technical operations. Otavio has spoken at AWS conferences—AWS re:Invent and AWS Summit—and written a number of articles for the AWS Compute and AWS Security blogs.

SmugMug’s durable search pipelines for Amazon OpenSearch Service

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

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

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

There are two main architectural pieces critical to the process:

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

Publishing

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

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

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

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

Here’s an example of the DynamoDB table schema:

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

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

Backfilling

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

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

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

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

Usage: queue_segments [options]

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

Along with the format of the resulting SQS message:

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

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

Mirroring

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

Conclusion

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

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


About the Authors

Lee Shepherd is a SmugMug Staff Software Engineer

Aydn Bekirov is an Amazon Web Services Principal Technical Account Manager

Serverless ICYMI Q3 2023

Post Syndicated from Benjamin Smith original https://aws.amazon.com/blogs/compute/serverless-icymi-q3-2023/

Welcome to the 23rd edition of the AWS Serverless ICYMI (in case you missed it) quarterly recap. Every quarter, we share all the most recent product launches, feature enhancements, blog posts, webinars, live streams, and other interesting things that you might have missed!

In case you missed our last ICYMI, check out what happened last quarter here.

AWS announces the general availability of Amazon Bedrock

Amazon Web Services (AWS) unveils five generative artificial intelligence (AI) innovations to democratize generative AI applications. Amazon Bedrock, now generally available, enables experimentation with top foundation models (FMs) and allows customization with proprietary data.

It supports creating managed agents for complex tasks without code and ensures security and privacy. Amazon Titan Embeddings, another FM, is generally available for various language-related use cases. Meta’s Llama 2, coming soon, enhances dialogue scenarios.

The upcoming Amazon CodeWhisperer customization capability enables secure customization using private code bases. Generative BI authoring capabilities in Amazon QuickSight simplify visualization creation for business analysts.

AWS Lambda

AWS Lambda now detects and stops recursive loops in Lambda functions. AWS Lambda now detects and halts functions caught in recursive or infinite loops, guarding against unexpected costs. Lambda identifies recursive behavior, discontinuing requests after 16 invocations. The feature addresses pitfalls stemming from misconfiguration or coding bugs, introducing detailed error messaging, and allowing users to set maximum limits on retry intervals. Notifications about recursive occurrences are relayed through the AWS Health Dashboard, emails, and CloudWatch Alarms for streamlined troubleshooting. Lambda uses AWS X-Ray trace headers for invocation tracking, requiring supported AWS SDK versions.

AWS simplifies writing .NET 6 Lambda functions. The Lambda Annotations Framework for .NET. A new programming model makes the experience of writing Lambda functions in C# feel more natural for .NET developers by using C# source generator technology. This streamlines the development workflow for .NET developers, making it easier to create serverless applications using the latest version of the .NET framework.

AWS Lambda and Amazon EventBridge Pipes now support enhanced filtering. Additional filtering capabilities include the ability to match against characters at the end of a value (suffix filtering), ignore case sensitivity (equals-ignore-case), and have a single rule match if any conditions across multiple separate fields are true (OR matching).

AWS Lambda Functions powered by AWS Graviton2 are now available in 6 additional Regions. Graviton2 processors are known for their performance benefits, and this expansion provides users with more choices for running serverless workloads.

AWS Lambda adds support for Python 3.11 allowing developers to take advantage of the latest features and improvements in the Python programming language for their serverless functions.

AWS Step Functions

AWS Step Functions enhances Workflow Studio, focusing on an Advanced Starter Template and Code Mode for efficient AWS Step Functions workflow creation. Users benefit from streamlined design-to-code transitions, pasting Amazon States Language (ASL) definitions directly into Workflow Studio, speeding up adjustments. Enhanced workflow execution and configuration allow direct execution and setting adjustments within Workflow Studio, improving user experience.

AWS Step Functions launches enhanced error handling This update helps users to identify errors with precision and refine retry strategies. Step Functions now enables detailed error messages in Fail states and precise control over retry intervals. Use the new maximum limits and jitter functionality to ensure efficient and controlled retries, preventing service overload in recovery scenarios.

AWS Step Functions distributed map is now available in the AWS GovCloud (US) Regions. This release highlights the availability of the distributed map feature in Step Functions specifically tailored for the AWS GovCloud (US) Regions. The distributed map feature is a powerful capability for orchestrating parallel and distributed processing in serverless workflows.

AWS SAM

AWS SAM CLI announces local testing and debugging support on Terraform projects.

Developers can now use AWS SAM CLI to locally test and debug AWS Lambda functions and Amazon API Gateway defined in their Terraform projects. AWS SAM CLI reads infrastructure resource information from the Terraform application, allowing users to start Lambda functions and API Gateway endpoints locally in a Docker container.

This update enables faster development cycles for Terraform users, who can use AWS SAM CLI commands like `AWS SAM local start-api`, `sam local start-lambda`, and `sam local invoke`, along with `sam local generate` for generating mock test events.

Amazon EventBridge

Amazon EventBridge Scheduler adds schedule deletion after completion. This feature offers enhanced functionality by supporting the automatic deletion of schedules upon completion of their last invocation. It is applicable to various scheduling types, including one-time, cron, and rate schedules with an end date. Amazon EventBridge Scheduler, a centralized and highly scalable service, enables the creation, execution, and management of schedules.

With the ability to schedule millions of tasks invoking over 270 AWS services and 6,000 API operations. This update streamlines the process of managing completed schedules. The automatic deletion feature reduces the need for manual intervention or custom code, saving time and simplifying scalability for users leveraging EventBridge Scheduler.

Amazon EventBridge Pipes now available in three additional Regions. This update extends the availability of Amazon EventBridge Pipes, a powerful event-routing service, to three additional Regions.

Amazon EventBridge API Destinations is now available in additional Regions. Providing users with more options for building scalable and decoupled applications.

Amazon EventBridge Schema Registry and Schema Discovery now in additional Regions. This expansion allows you to discover and store event structure – or schema – in a shared, central location. You can download code bindings for those schemas for Java, Python, TypeScript, and Golang so it’s easier to use events as objects in your code.

Amazon SNS

To enhance message privacy and security, Amazon Simple Notification Service (SNS) implemented Message Data Protection, allowing users to de-identify outbound messages via redaction or masking. Amazon SNS FIFO topics now support message delivery to Amazon SQS Standard queues. This provides users with increased flexibility in managing message delivery and ordering.

Expanding its monitoring capabilities, Amazon SNS introduced Additional Usage Metrics in Amazon CloudWatch. This enhancement allows users to gain more comprehensive insights into the performance and utilization of their SNS resources. SNS extended its global SMS sending capabilities to Israel (Tel Aviv), providing users in that Region with additional options for SMS notifications. SNS also expanded its reach by supporting Mobile Push Notifications in twelve new AWS Regions. This expansion aligns with the growing demand for mobile notification capabilities, offering a broader coverage for users across diverse Regions.

Amazon SQS

Amazon Simple Queue Service (SQS) introduced a number of updates. Attribute-Based Access Control (ABAC) was implemented for scalable access permissions, while message data protection can now de-identify outbound messages via redaction or masking. SQS FIFO topics now support message delivery to Amazon SQS Standard queues, providing enhanced flexibility. Addressing throughput demands, SQS increased the quota for FIFO High Throughput mode. JSON protocol support was previewed, offering improved message format flexibility. These updates underscore SQS’s commitment to advanced security and flexibility.

Amazon API Gateway

Amazon API Gateway undergoes a console refresh, aligning with Cloudscape Design System guidelines. Notable enhancements include improved usability, sortable tables, enhanced API key management, and direct API deployment from the Resource view. The update introduces dark mode, accessibility improvements, and visual alignment with HTTP APIs and AWS Services.

GOTO EDA day Nashville 2023

Join GOTO EDA Day in Nashville on October 26 for insights on event-driven architectures. Learn from industry leaders at Music City Center with talks, panels, and Hands-On Labs. Limited tickets available.

Serverless blog posts

July 2023

July 5- Implementing AWS Lambda error handling patterns

July 6 – Implementing AWS Lambda error handling patterns

July 7 – Understanding AWS Lambda’s invoke throttling limits

July 10 – Detecting and stopping recursive loops in AWS Lambda functions

July 11 – Implementing patterns that exit early out of a parallel state in AWS Step Functions

July 26 – Migrating AWS Lambda functions from the Go1.x runtime to the custom runtime on Amazon Linux 2

July 27 – Python 3.11 runtime now available in AWS Lambda

August 2023

August 2 – Automatically delete schedules upon completion with Amazon EventBridge Scheduler

August 7 – Using response streaming with AWS Lambda Web Adapter to optimize performance

August 15 – Integrating IBM MQ with Amazon SQS and Amazon SNS using Apache Camel

August 15 – Implementing the transactional outbox pattern with Amazon EventBridge Pipes

August 23 – Protecting an AWS Lambda function URL with Amazon CloudFront and Lambda@Edge

August 29 – Enhancing file sharing using Amazon S3 and AWS Step Functions

August 31 – Enhancing Workflow Studio with new features for streamlined authoring

September 2023

September 5 – AWS SAM support for HashiCorp Terraform now generally available

September 14 – Building a secure webhook forwarder using an AWS Lambda extension and Tailscale

September 18 – Building resilient serverless applications using chaos engineering

September 19 – Implementing idempotent AWS Lambda functions with Powertools for AWS Lambda (TypeScript)

September 19 – Centralizing management of AWS Lambda layers across multiple AWS Accounts

September 26 – Architecting for scale with Amazon API Gateway private integrations

September 26 – Visually design your application with AWS Application Composer

Videos

Serverless Office Hours – Tues 10AM PT

July 2023

July 4 – Benchmarking Lambda cold starts

July 11 – Lambda testing: AWS SAM remote invoke

July 18 – Using DynamoDB global tables

July 25 – Serverless observability with SLIC-watch

August 2023

August 1 – Step Functions versions and aliases

August 8 – Deploying Lambda with EKS and Crossplane / Managing Lambda with Kubernetes

August 15 – Serverless caching with Momento

September 2023

September 5 – Run any web app on Lambda

September 12 – Building an API platform on AWS

September 19 – Idempotency: exactly once processing

September 26 – AWS Amplify Studio + GraphQL

FooBar Serverless YouTube channel

July 2023

July 27 – Generative AI and Serverless to create a new story everyday

August 2023

August 3Getting started with Data Streaming

August 10 – Amazon Kinesis Data Streams – Shards? Provisioned? On-demand? What does all this mean?

August 17 – Put and consume events with AWS Lambda, Amazon Kinesis Data Stream and Event Source Mapping

August 24 – Create powerful data pipelines with Amazon Kinesis and EventBridge Pipes

August 31 – New Step Functions versions and alias!

September 2023

September 7 – Amazon Kinesis Data Firehose – What is this service for?

September 14 – Kinesis Data Firehose with AWS CDK – Lambda transformations

September 21 – Advanced Event Source Mapping configuration | AWS Lambda and Amazon Kinesis Data Streams

September 28 – Data Streaming Patterns

Still looking for more?

The Serverless landing page has more information. The Lambda resources page contains case studies, webinars, whitepapers, customer stories, reference architectures, and even more Getting Started tutorials.

You can also follow the Serverless Developer Advocacy team on Twitter to see the latest news, follow conversations, and interact with the team.

Filtering events in Amazon EventBridge with wildcard pattern matching

Post Syndicated from James Beswick original https://aws.amazon.com/blogs/compute/filtering-events-in-amazon-eventbridge-with-wildcard-pattern-matching/

This post is written by Rajdeep Banerjee, Sr PSA, and Brian Krygsman, Sr. Solutions Architect.

Amazon EventBridge recently announced support for wildcard filters in rule event patterns. An EventBridge event bus is a serverless event router that helps you decouple your event-driven systems. You can route events between your systems, AWS services, or third-party SaaS services. You attach a rule to your event bus to define logic for routing events from producers to consumers.

You set an event pattern on the rule to filter incoming events to specific consumers. The new wildcard filter lets you build more flexible event matching patterns to reduce rule management and optimize your event consumers. This shows how these EventBridge attributes work together.

How EventBridge features work together

Wildcard filters use the wildcard character (*) to match zero, single, or multiple characters in a string value. For example, a filter string like "*.png"  matches strings that end with ".png".

You can also use multiple wildcard characters in a filter. For example, a filter string like "*Title*" matches string values that include "Title" in the middle. When using wildcard filters, be careful to avoid matching more events than you intend.

This blog post describes how you can use wildcard filters in example scenarios. For more information about event-driven architectures, visit Serverless Land.

Wildcard pattern matching in S3 Event Notifications

Applications must often perform an action when new data is available. One example can be to process trading data uploaded to your Amazon S3 bucket. The data may be stored in individual folders depending on the date, time, and stock symbol. Business rules may dictate that when stock XYZ receives a file, it must send a notification to a downstream system.

This is the typical folder structure in an S3 bucket:

s3 folder structure

S3 can send an event to EventBridge when an object is written to a bucket. The S3 event includes the object key (for example, 2023-10-01/T13:22:22Z/XYZ/filename.ext). When any object is uploaded to the XYZ folder, you can use an EventBridge rule to send these events to a downstream service like an Amazon SQS.

Before this launch, you would first send the event to an AWS Lambda function. Existing prefix and suffix filters alone are insufficient because of the extra date and time folders. The function would run your code to inspect the object path for the stock symbol. Your code would then forward events to SQS when they matched.

With the new wildcard patterns in EventBridge rules, the logic is simpler. You no longer need to create a Lambda function to run custom matching code. You can instead use wildcard characters in the rule’s filter pattern, matching against portions of the S3 object key.

  1. To use this, start with creating a new rule in the EventBridge console:
    Define rule detail
  2. Choose Next. Keep the standard parameters and move to the Event pattern section. Here you can use a JSON-based event pattern.
    {
      "source": ["aws.s3"],
      "detail": {
        "bucket": {
          "name": ["intraday-trading-data"]
        },
        "object": {
          "key": [{
            "wildcard": "*/XYZ/*"
          }]
        }
      }
    }
    
  3. This pattern looks for Event Notifications from a specific bucket. The pattern then filters the events further by the object keys that match "*/XYZ/*". The rule filters out notifications from other stock symbols, listening to only “XYZ“ data, irrespective of date and time of the data feed.
  4. To use an SQS queue for the filtered event target, you must provide resource-based policies for EventBridge to send messages to the queue.
    Select target(s)
  5. Choose Next and review the rule details before saving.
  6. Before testing, enable S3 event notifications to EventBridge in the S3 console:
    Enable S3 event notifications to EventBridge in the S3 console
  7. To test the new wildcard pattern, upload any sample CSV file in the XYZ folder to launch the Event Notifications.
    Upload CSV
  8. You can monitor EventBridge CloudWatch metrics to check if the rule is invoked from the S3 upload. The SQS CloudWatch metrics show if messages are received from the EventBridge rule.
    CloudWatch metrics

Filtering based on Amazon Resource Name (ARN)

Customers often need to perform actions when AWS Identity and Access Management (IAM) policies are added to specific roles. You can achieve this by creating custom EventBridge rules, which filter the event to match or create multiple rules to achieve the same effect. With the newly introduced wildcard filter, the task to invoke an action is simplified.

Consider an IAM role with fine-grained IAM policies attached. You may need to ensure any new policy attached to this role must be from a specific ARNs. This action can be implemented like this.

When you attach a new IAM policy to a role, it generates an event like this:

{
    "version": "0",
    "id": "0b85984e-ec53-84ba-140e-9e0cff7f05b4",
    "detail-type": "AWS API Call via CloudTrail",
    "source": "aws.iam",
    "account": "123456789012",
    "time": "2023-10-07T20:23:28Z",
    "region": "us-east-1",
    "resources": [],
    "detail": {
        "eventVersion": "1.08",
        "userIdentity": {
            "arn": "arn:aws:sts::123456789012:assumed-role/Admin/UserName",
            // ... additional detail fields
        },
        "eventTime": "2023-10-07T20:23:28Z",
        "eventSource": "iam.amazonaws.com",
        "eventName": "AttachRolePolicy",
        // ... additional detail fields

    }
}

You can create a rule matching against a combination of these event properties. You can filter detail.userIdentity.arn with a wildcard to catch events that come from a particular ARN. You can then route these events to a target like an Amazon CloudWatch Logs stream to record the change. You can also route them to Amazon Simple Notification Service (SNS). You can use the SNS notification to start a review and ensure that the newly attached policies are well-crafted as part of your reconciliation and audit process. The filter looks like this:

{
  "source": ["aws.iam"],
  "detail-type": ["AWS API Call via CloudTrail"],
  "detail": {
    "eventSource": ["iam.amazonaws.com"],
    "eventName": ["AttachRolePolicy"],
    "userIdentity": {
      "arn": [{
        "wildcard": "arn:aws:sts::123456789012:assumed-role/*/*"
      }]
    }
  }
}

Filtering custom events

You can use EventBridge to build your own event-driven systems with loosely coupled, scalable application services. When building event-driven applications in AWS, you can publish events to the default event bus, or create a custom event bus. You define the structure of events emitted from your services.

This structure is known as the event schema. When you attach rules to your bus to route events from producers to consumers, you match against values from properties in your event schema. Wildcard filters allow you to match property values that are unknown ahead of time, or across multiple value variants.

Consider an ecommerce application as an example. You may have several decoupled services working together, like a shopping cart service, an inventory service, and others. Each of these services emits events onto your event bus as your customers shop.

Events may include errors, to record problems customers encounter using your system. You can use a single rule with a wildcard filter to match all error events and send them to a common target. This allows you to simplify observability across your services.

This is the event flow:

Event flow

Your shopping cart service may emit a timeout error event:

{
  "version": "0",
  "id": "24a4b957-570d-590b-c213-2a72e5dc4c66",
  "detail-type": "shopping.cart.error.timeout",
  "source": "com.mybusiness.shopping.cart",
  "account": "123456789012",
  "time": "2023-10-06T03:28:44Z",
  "region": "us-west-2",
  "resources": [],
  "detail": {
    "message": "Operation timed out.",
    "related-entity": {
      "entity-type": "order",
      "id": "123"
    },
    // ... additional detail fields
  }
}

The detail-type property of the example event determines what type of event this is. Other services may emit error events with different prefixes in detail-type. Other error types might have different suffixes in detail-type.

For example, an inventory service may emit an out-of-stock error event like this:

{
  "version": "0",
  "id": "e456f480-cc1e-47fa-8399-ab2e54116958",
  "detail-type": "shopping.inventory.error.outofstock",
  "source": "com.mybusiness.shopping.inventory",
  "account": "123456789012",
  "time": "2023-10-06T03:28:44Z",
  "region": "us-west-2",
  "resources": [],
  "detail": {
    "message": "Product cannot be added to a cart. Out of stock.",
    "related-entity": {
      "entity-type": "product",
      "id": "456"
    }
    // ... additional detail fields
  }
}

To route these events to a common target like an Amazon CloudWatch Logs stream, you can create a rule with a wildcard filter matching against detail-type. You can combine this with a prefix filter on source that filters events down to only services from your shopping system. The filter looks like this:

{
  "source": [{
    "prefix": "com.mybusiness.shopping."
  }],
  "detail-type": [{
    "wildcard": "*.error.*"
  }]
}

Without a wildcard filter you would need to create a more complex matching pattern, possibly across multiple rules.

Conclusion

Wildcard filters in EventBridge rules help simplify your event driven applications by ensuring the correct events are passed on to your targets. The new feature reduces the need for custom code, which was required previously. Try EventBridge rules with wildcard filters and experience the benefits of this new feature in your event-driven serverless applications.

For more serverless learning resources, visit Serverless Land.

Use SAML with Amazon Cognito to support a multi-tenant application with a single user pool

Post Syndicated from Neela Kulkarni original https://aws.amazon.com/blogs/security/use-saml-with-amazon-cognito-to-support-a-multi-tenant-application-with-a-single-user-pool/

Amazon Cognito is a customer identity and access management solution that scales to millions of users. With Cognito, you have four ways to secure multi-tenant applications: user pools, application clients, groups, or custom attributes. In an earlier blog post titled Role-based access control using Amazon Cognito and an external identity provider, you learned how to configure Cognito authentication and authorization with a single tenant. In this post, you will learn to configure Cognito with a single user pool for multiple tenants to securely access a business-to-business application by using SAML custom attributes. With custom-attribute–based multi-tenancy, you can store tenant identification data like tenantName as a custom attribute in a user’s profile and pass it to your application. You can then handle multi-tenancy logic in your application and backend services. With this approach, you can use a unified sign-up and sign-in experience for your users. To identify the user’s tenant, your application can use the tenantName custom attribute.

One Cognito user pool for multiple customers

Customers like the simplicity of using a single Cognito user pool for their multi-customer application. With this approach, your customers will use the same URL to access the application. You will set up each new customer by configuring SAML 2.0 integration with the customer’s external identity provider (IdP). Your customers can control access to your application by using an external identity store, such as Google Workspace, Okta, or Active Directory Federation Service (AD FS), in which they can create, manage, and revoke access for their users.

After SAML integration is configured, Cognito returns a JSON web token (JWT) to the frontend during the user authentication process. This JWT contains attributes your application can use for authorization and access control. The token contains claims about the identity of the authenticated user, such as name and email. You can use this identity information inside your application. You can also configure Cognito to add custom attributes to the JWT, such as tenantName.

In this post, we demonstrate the approach of keeping a mapping between a user’s email domain and tenant name in an Amazon DynamoDB table. The DynamoDB table will have an emailDomain field as a key and a corresponding tenantName field.

Cognito architecture

To illustrate how this works, we’ll start with a demo application that was introduced in the earlier blog post. The demo application is implemented by using Amazon Cognito, AWS Amplify, Amazon API Gateway, AWS Lambda, Amazon DynamoDB, Amazon Simple Storage Service (Amazon S3), and Amazon CloudFront to achieve a serverless architecture. This architecture is shown in Figure 1.

Figure 1: Demo application architecture

Figure 1: Demo application architecture

The workflow that happens when you access the web application for the first time using your browser is as follows (the numbered steps correspond to the numbered labels in the diagram):

  1. The client-side/frontend of the application prompts you to enter the email that you want to use to sign in to the application.
  2. The application invokes the Tenant Match API action through API Gateway, which, in turn, calls the Lambda function that takes the email address as an input and queries it against the DynamoDB table with the email domain. Figure 2 shows the data stored in DynamoDB, which includes the tenant name and IdP ID. You can add additional flexibility to this solution by adding web client IDs or custom redirect URLs. For the purpose of this example, we are using the same redirect URL for all tenants (the client application).
    Figure 2: DynamoDB tenant table

    Figure 2: DynamoDB tenant table

  3. If a matching record is found, the Lambda function returns the record to the AWS Amplify frontend application.
  4. The client application uses the IdP ID from the response and passes it to Cognito for federated login. Cognito then reroutes the login request to the corresponding IdP. The AWS Amplify frontend application then redirects the browser to the IdP.
  5. At the IdP sign-in page, you sign in with a valid user account (for example, [email protected] or [email protected]). After you sign in successfully, a SAML response is sent back from the IdP to Cognito.

    You can review the SAML content by using the instructions in How to view a SAML response in your browser for troubleshooting, as shown in Figure 3.

    Figure 3: SAML content

    Figure 3: SAML content

  6. Cognito handles the SAML response and maps the SAML attributes to a just-in-time user profile. The SAML groups attributes is mapped to a custom user pool attribute named custom:groups.
  7. To identify the tenant, additional attributes are populated in the JWT. After successful authentication, a PreTokenGeneration Lambda function is invoked, which reads the mapped custom:groups attribute value from SAML, parses it, and converts it to an array. After that, the function parses the email address and captures the domain name. It then queries the DynamoDB table for the tenantName name by using the email domain name. Finally, the function sets the custom:domainName and custom:tenantName attributes in the JWT, as shown following.
    "email": "[email protected]" ( Standard existing profile attribute )
    New attributes:
    "cognito:groups": [.                           
    "pet-app-users",
    "pet-app-admin"
    ],
    "custom:tenantName": "AnyCompany"
    "custom:domainName": "anycompany.com"

    This attribute conversion is optional and demonstrates how you can use a PreTokenGeneration Lambda invocation to customize your JWT token claims, mapping the IdP groups to the attributes your application recognizes. You can also use this invocation to make additional authorization decisions. For example, if user is a member of multiple groups, you may choose to map only one of them.

  8. Amazon Cognito returns the JWT tokens to the AWS Amplify frontend application. The Amplify client library stores the tokens and handles refreshes. This token is used to make calls to protected APIs in Amazon API Gateway.
  9. API Gateway uses a Cognito user pools authorizer to validate the JWT’s signature and expiration. If this is successful, API Gateway passes the JWT to the application’s Lambda function (also referred to as the backend).
  10. The backend application code reads the cognito:groups claim from the JWT and decides if the action is allowed. If the user is a member of the right group, then the action is allowed; otherwise the action is denied.

Implement the solution

You can implement this example application by using an AWS CloudFormation template to provision your cloud application and AWS resources.

To deploy the demo application described in this post, you need the following prerequisites:

  1. An AWS account.
  2. Familiarity with navigating the AWS Management Console or AWS CLI.
  3. Familiarity with deploying CloudFormation templates.

To deploy the template

  • Choose the following Launch Stack button to launch a CloudFormation stack in your account.

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

    Note: The stack will launch in the N. Virginia (us-east-1) Region. To deploy this solution into other AWS Regions, download the solution’s CloudFormation template from GitHub, modify it, and deploy it to the selected Region.

The stack creates a Cognito user pool called ExternalIdPDemoPoolXXXX in the AWS Region that you have specified. The CloudFormation Outputs field contains a list of values that you will need for further configuration.

IdP configuration

The next step is to configure your IdP. Each IdP has its own procedure for configuration, but there are some common steps you need to follow.

To configure your IdP

  1. Provide the IdP with the values for the following two properties:
    • Single sign on URL / Assertion Consumer Service URL / ACS URL (for this example, https://<CognitoDomainURL>/saml2/idpresponse)
    • Audience URI / SP Entity ID / Entity ID: (For this example, urn:amazon:cognito:sp:<yourUserPoolID>)
  2. Configure the field mapping for the SAML response in the IdP. Map the first name, last name, email, and groups (as a multi-value attribute) into SAML response attributes with the names firstName, lastName, email, and groups, respectively.
    • Recommended: Filter the mapped groups to only those that are relevant to the application (for example, by a prefix filter). There is a 2,048-character limit on the custom attribute, so filtering helps avoid exceeding the character limit, and also helps avoid passing irrelevant information to the application.
  3. In each IdP, create two demo groups called pet-app-users and pet-app-admins, and create two demo users, for example, [email protected] and [email protected], and then assign one to each group, respectively.

To illustrate, we set up three different IdPs to represent three different tenants. Use the following links for instructions on how to configure each IdP:

You will need the metadata URL or file from each IdP, because you will use this to configure your user pool integration. For more information, see Integrating third-party SAML identity providers with Amazon Cognito user pools.

Cognito configuration

After your IdPs are configured and your CloudFormation stack is deployed, you can configure Cognito.

To configure Cognito

  1. Use your browser to navigate to the Cognito console, and for User pool name, select the Cognito user pool.
    Figure 4: Select the Cognito user pool

    Figure 4: Select the Cognito user pool

  2. On the Sign-in experience screen, on the Federated identity provider sign-in tab, choose Add identity provider.
  3. Choose SAML for the sign-in option, and then enter the values for your IdP. You can either upload the metadata XML file or provide the metadata endpoint URL. Add mapping for the attributes as shown in Figure 5.
    Figure 5: Attribute mappings for the IdP

    Figure 5: Attribute mappings for the IdP

    Upon completion you will see the new IdP displayed as shown in Figure 6.

    Figure 6: List of federated IdPs

    Figure 6: List of federated IdPs

  4. On the App integration tab, select the app client that was created by the CloudFormation template.
    Figure 7: Select the app client

    Figure 7: Select the app client

  5. Under Hosted UI, choose Edit. Under Identity providers, select the Identity Providers that you want to set up for federated login, and save the change.
    Figure 8: Select identity providers

    Figure 8: Select identity providers

API gateway

The example application uses a serverless backend. There are two API operations defined in this example, as shown in Figure 9. One operation gets tenant details and the other is the /pets API operation, which fetches information on pets based on user identity. The TenantMatch API operation will be run when you sign in with your email address. The operation passes your email address to the backend Lambda function.

Figure 9: Example APIs

Figure 9: Example APIs

Lambda functions

You will see three Lambda functions deployed in the example application, as shown in Figure 10.

Figure 10: Lambda functions

Figure 10: Lambda functions

The first one is GetTenantInfo, which is used for the TenantMatch API operation. It reads the data from the TenantTable based on the email domain and passes the record back to the application. The second function is PreTokenGeneration, which reads the mapped custom:groups attribute value, parses it, converts it to an array, and then stores it in the cognito:groups claim. The second Lambda function is invoked by the Cognito user pool after sign-in is successful. In order to customize the mapping, you can edit the Lambda function’s code in the index.js file and redeploy. The third Lambda function is added to support the Pets API operation.

DynamoDB tables

You will see three DynamoDB tables deployed in the example application, as shown in Figure 11.

Figure 11: DynamoDB tables

Figure 11: DynamoDB tables

The TenantTable table holds the tenant details where you must add the mapping between the customer domain and the IdP ID setup in Cognito. This approach can be expanded to add more flexibility in case you want to add custom redirect URLs or Cognito app IDs for each tenant. You must create entries to correspond to the IdPs you have configured, as shown in Figure 12.

Figure 12: Tenant IdP mappings table

Figure 12: Tenant IdP mappings table

In addition to TenantTable, there is the ExternalIdPDemo-ItemsTable table, which holds the data related to the Pets application, based on user identity. There is also ExternalIdPDemo-UsersTable, which holds user details like the username, last forced sign-out time, and TTL required for the application to manage the user session.

You can now sign in to the example application through each IdP by navigating to the application URL found in the CloudFormation Outputs section, as shown in Figure 13.

Figure 13: Cognito sign-in screen

Figure 13: Cognito sign-in screen

You will be redirected to the IdP, as shown in Figure 14.

Figure 14: Google Workspace sign-in screen

Figure 14: Google Workspace sign-in screen

The AWS Amplify frontend application parses the JWT to identify the tenant name and provide authorization based on group membership, as shown in Figure 15.

Figure 15: Application home screen upon successful sign-in

Figure 15: Application home screen upon successful sign-in

If a different user logs in with a different role, the AWS Amplify frontend application provides authorization based on specific content of the JWT.

Conclusion

You can integrate your application with your customer’s IdP of choice for authentication and authorization and map information from the IdP to the application. By using Amazon Cognito, you can normalize the structure of the JWT token that is used for this process, so that you can add multiple IdPs, each for a different tenant, through a single Cognito user pool. You can do all this without changing application code. The native integration of Amazon API Gateway with the Cognito user pools authorizer streamlines your validation of the JWT integrity, and after the JWT has been validated, you can use it to make authorization decisions in your application’s backend. By following the example in this post, you can focus on what differentiates your application, and let AWS do the undifferentiated heavy lifting of identity management for your customer-facing applications.

For the code examples described in this post, see the amazon-cognito-example-for-multi-tenant code repository on GitHub. To learn more about using Cognito with external IdPs, see the Amazon Cognito documentation. You can also learn to build software as a service (SaaS) application architectures on AWS. If you have any questions about Cognito or any other AWS services, you may post them to AWS re:Post.

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

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Ray Zaman

Ray Zaman

A Principal Solutions Architect with AWS, Ray has over 30 years of experience helping customers in finance, healthcare, insurance, manufacturing, media, petrochemical, pharmaceutical, public utility, retail, semiconductor, telecommunications, and waste management industries build technology solutions.

Neela Kulkarni

Neela Kulkarni

Neela is a Solutions Architect with Amazon Web Services. She primarily serves independent software vendors in the Northeast US, providing architectural guidance and best practice recommendations for new and existing workloads. Outside of work, she enjoys traveling, swimming, and spending time with her family.

Yuri Duchovny

Yuri Duchovny

Yuri is a New York–based Solutions Architect specializing in cloud security, identity, and compliance. He supports cloud transformations at large enterprises, helping them make optimal technology and organizational decisions. Prior to his AWS role, Yuri’s areas of focus included application and networking security, DoS, and fraud protection. Outside of work, he enjoys skiing, sailing, and traveling the world.

Abdul Qadir

Abdul Qadir

Abdul is an AWS Solutions Architect based in New Jersey. He works with independent software vendors in the Northeast US and helps customers build well-architected solutions on the AWS Cloud platform.

Building a serverless document chat with AWS Lambda and Amazon Bedrock

Post Syndicated from Pascal Vogel original https://aws.amazon.com/blogs/compute/building-a-serverless-document-chat-with-aws-lambda-and-amazon-bedrock/

This post is written by Pascal Vogel, Solutions Architect, and Martin Sakowski, Senior Solutions Architect.

Large language models (LLMs) are proving to be highly effective at solving general-purpose tasks such as text generation, analysis and summarization, translation, and much more. Because they are trained on large datasets, they can use a broad generalist knowledge base. However, as training takes place offline and uses publicly available data, their ability to access specialized, private, and up-to-date knowledge is limited.

One way to improve LLM knowledge in a specific domain is fine-tuning them on domain-specific datasets. However, this is time and resource intensive, requires specialized knowledge, and may not be appropriate for some tasks. For example, fine-tuning won’t allow an LLM to access information with daily accuracy.

To address these shortcomings, Retrieval Augmented Generation (RAG) is proving to be an effective approach. With RAG, data external to the LLM is used to augment prompts by adding relevant retrieved data in the context. This allows for integrating disparate data sources and the complete separation of data sources from the machine learning model entirely.

Tools such as LangChain or LlamaIndex are gaining popularity because of their ability to flexibly integrate with a variety of data sources such as (vector) databases, search engines, and current public data sources.

In the context of LLMs, semantic search is an effective search approach, as it considers the context and intent of user-provided prompts as opposed to a traditional literal search. Semantic search relies on word embeddings, which represent words, sentences, or documents as vectors. Consequently, documents must be transformed into embeddings using an embedding model as the basis for semantic search. Because this embedding process only needs to happen when a document is first ingested or updated, it’s a great fit for event-driven compute with AWS Lambda.

This blog post presents a solution that allows you to ask natural language questions of any PDF document you upload. It combines the text generation and analysis capabilities of an LLM with a vector search on the document content. The solution uses serverless services such as AWS Lambda to run LangChain and Amazon DynamoDB for conversational memory.

Amazon Bedrock is used to provide serverless access to foundational models such as Amazon Titan and models developed by leading AI startups, such as AI21 Labs, Anthropic, and Cohere. See the GitHub repository for a full list of available LLMs and deployment instructions.

You learn how the solution works, what design choices were made, and how you can use it as a blueprint to build your own custom serverless solutions based on LangChain that go beyond prompting individual documents. The solution code and deployment instructions are available on GitHub.

Solution overview

Let’s look at how the solution works at a high level before diving deeper into specific elements and the AWS services used in the following sections. The following diagram provides a simplified view of the solution architecture and highlights key elements:

The process of interacting with the web application looks like this:

  1. A user uploads a PDF document into an Amazon Simple Storage Service (Amazon S3) bucket through a static web application frontend.
  2. This upload triggers a metadata extraction and document embedding process. The process converts the text in the document into vectors. The vectors are loaded into a vector index and stored in S3 for later use.
  3. When a user chats with a PDF document and sends a prompt to the backend, a Lambda function retrieves the index from S3 and searches for information related to the prompt.
  4. An LLM then uses the results of this vector search, previous messages in the conversation, and its general-purpose capabilities to formulate a response to the user.

As can be seen on the following screenshot, the web application deployed as part of the solution allows you to upload documents and list uploaded documents and their associated metadata, such as number of pages, file size, and upload date. The document status indicates if a document is successfully uploaded, is being processed, or is ready for a conversation.

Web application document list view

By clicking on one of the processed documents, you can access a chat interface, which allows you to send prompts to the backend. It is possible to have multiple independent conversations with each document with separate message history.

Web application chat view

Embedding documents

Solution architecture diagram excerpt: embedding documents

When a new document is uploaded to the S3 bucket, an S3 event notification triggers a Lambda function that extracts metadata, such as file size and number of pages, from the PDF file and stores it in a DynamoDB table. Once the extraction is complete, a message containing the document location is placed on an Amazon Simple Queue Service (Amazon SQS) queue. Another Lambda function polls this queue using Lambda event source mapping. Applying the decouple messaging pattern to the metadata extraction and document embedding functions ensures loose coupling and protects the more compute-intensive downstream embedding function.

The embedding function loads the PDF file from S3 and uses a text embedding model to generate a vector representation of the contained text. LangChain integrates with text embedding models for a variety of LLM providers. The resulting vector representation of the text is loaded into a FAISS index. FAISS is an open source vector store that can run inside the Lambda function memory using the faiss-cpu Python package. Finally, a dump of this FAISS index is stored in the S3 bucket besides the original PDF document.

Generating responses

Solution architecture diagram excerpt: generating responses

When a prompt for a specific document is submitted via the Amazon API Gateway REST API endpoint, it is proxied to a Lambda function that:

  1. Loads the FAISS index dump of the corresponding PDF file from S3 and into function memory.
  2. Performs a similarity search of the FAISS vector store based on the prompt.
  3. If available, retrieves a record of previous messages in the same conversation via the DynamoDBChatMessageHistory integration. This integration can store message history in DynamoDB. Each conversation is identified by a unique ID.
  4. Finally, a LangChain ConversationalRetrievalChain passes the combination of the prompt submitted by the user, the result of the vector search, and the message history to an LLM to generate a response.

Web application and file uploads

Solution architecture diagram excerpt: web application

A static web application serves as the frontend for this solution. It’s built with React, TypeScriptVite, and TailwindCSS and deployed via AWS Amplify Hosting, a fully managed CI/CD and hosting service for fast, secure, and reliable static and server-side rendered applications. To protect the application from unauthorized access, it integrates with an Amazon Cognito user pool. The API Gateway uses an Amazon Cognito authorizer to authenticate requests.

Users upload PDF files directly to the S3 bucket using S3 presigned URLs obtained via the REST API. Several Lambda functions implement API endpoints used to create, read, and update document metadata in a DynamoDB table.

Extending and adapting the solution

The solution provided serves as a blueprint that can be enhanced and extended to develop your own use cases based on LLMs. For example, you can extend the solution so that users can ask questions across multiple PDF documents or other types of data sources. LangChain makes it easy to load different types of data into vector stores, which you can then use for semantic search.

Once your use case involves searching across multiple documents, consider moving from loading vectors into memory with FAISS to a dedicated vector database. There are several options for vector databases on AWS. One serverless option is Amazon Aurora Serverless v2 with the pgvector extension for PostgreSQL. Alternatively, vector databases developed by AWS Partners such as Pinecone or MongoDB Atlas Vector Search can be integrated with LangChain. Besides vector search, LangChain also integrates with traditional external data sources, such as the enterprise search service Amazon Kendra, Amazon OpenSearch, and many other data sources.

The solution presented in this blog post uses similarity search to find information in the vector database that closely matches the user-supplied prompt. While this works well in the presented use case, you can also use other approaches, such as maximal marginal relevance, to find the most relevant information to provide to the LLM. When searching across many documents and receiving many results, techniques such as MapReduce can improve the quality of the LLM responses.

Depending on your use case, you may also want to select a different LLM to achieve an ideal balance between quality of results and cost. Amazon Bedrock is a fully managed service that makes foundational models (FMs) from leading AI startups and Amazon available via an API, so you can choose from a wide range of FMs to find the model that’s best suited for your use case. You can use models such as Amazon Titan, Jurassic-2 from AI21 Labs, or Anthropic Claude.

To further optimize the user experience of your generative AI application, consider streaming LLM responses to your frontend in real-time using Lambda response streaming and implementing real-time data updates using AWS AppSync subscriptions or Amazon API Gateway WebSocket APIs.

Conclusion

AWS serverless services make it easier to focus on building generative AI applications by providing automatic scaling, built-in high availability, and a pay-for-use billing model. Event-driven compute with AWS Lambda is a good fit for compute-intensive, on-demand tasks such as document embedding and flexible LLM orchestration.

The solution in this blog post combines the capabilities of LLMs and semantic search to answer natural language questions directed at PDF documents. It serves as a blueprint that can be extended and adapted to fit further generative AI use cases.

Deploy the solution by following the instructions in the associated GitHub repository.

For more serverless learning resources, visit Serverless Land.

Network connectivity patterns for Amazon OpenSearch Serverless

Post Syndicated from Salman Ahmed original https://aws.amazon.com/blogs/big-data/network-connectivity-patterns-for-amazon-opensearch-serverless/

Amazon OpenSearch Serverless is an on-demand, auto-scaling configuration for Amazon OpenSearch Service. OpenSearch Serverless enables a broad set of use cases, such as real-time application monitoring, log analytics, and website search. OpenSearch Serverless lets you use OpenSearch without having to worry about scaling and managing an OpenSearch cluster. A collection can be accessed over the public internet or from your VPC. As you start accessing OpenSearch Serverless from different VPCs and accounts or from on premises, your connectivity patterns may change. In this post, we cover connectivity patterns and Domain Name System (DNS) resolution for your OpenSearch Serverless collection—whether accessed over the internet, within the VPC, within AWS, or from your on-premises location.

Foundational concepts

The following foundational concepts will help you better understand OpenSearch Serverless and DNS resolution.

Network access policy

The network access policy for OpenSearch Serverless determines whether the collection can be accessed over the internet or only through OpenSearch Serverless managed VPC endpoints. A single policy can be attached to multiple collections.

OpenSearch Serverless VPC endpoint

To access OpenSearch Serverless collections and dashboards privately from a VPC without using an internet gateway, you can create a VPC interface endpoint. When you create a VPC endpoint, it creates an elastic network interface (ENI) in each subnet that you enable for the VPC endpoint. These are requester-managed ENIs that serve as the entry point for traffic destined for the OpenSearch Serverless collection. When you create an OpenSearch Serverless VPC endpoint, the private DNS name option is enabled by default. This means that OpenSearch Serverless also creates an Amazon Route 53 private hosted zone and associates that with the VPC where the endpoint is created. This private hosted zone has a wildcard DNS record *.<region>.aoss.amazonaws.com pointing to the private DNS of the endpoint.

You create an OpenSearch Serverless VPC endpoint via the OpenSearch Serverless console or the OpenSearch Serverless API. You can’t create an OpenSearch Serverless VPC endpoint from the Amazon Virtual Private Cloud (Amazon VPC) console, although once created, you can see them on the VPC console as well.

Amazon Route 53 Resolver

Let’s understand what Amazon Route 53 Resolver does when an Amazon Elastic Compute Cloud (Amazon EC2) instance queries a DNS name. DNS queries originating from the VPC go to the Route 53 Resolver at the VPC+2 IP address. When a DNS query reaches the resolver, it checks if there are any Route 53 forward rules. If it matches, then it forwards the query to the DNS server provided by that rule. If the query remains unresolved, Route 53 Resolver proceeds to check the private hosted zones associated with the originating VPC. If it still remains unresolved, then it checks for VPC DNS, which helps to resolve EC2 DNS names. Lastly, if the query still isn’t resolved, Route 53 Resolver checks the public DNS. The following diagram illustrates this order or operations.

Route 53 DNS Overview

Route 53 Resolver inbound endpoints

Workloads utilizing resources both in a VPC and on premises need to resolve DNS records hosted on-premises and resources hosted in the VPC. With Route 53 Resolver inbound endpoints, you can resolve DNS queries to your VPC from your on-premises network or another VPC.

In the following sections, we provide an overview of connectivity patterns and DNS resolution.

Access an OpenSearch Serverless collection from Amazon EC2 (via internet gateway)

The following figure demonstrates the connectivity pattern to access an OpenSearch Serverless collection over the internet. The collection has an access type set to public, which allows authorized users to connect to the collection over the internet. An EC2 instance within the VPC can establish a connection to the collection via the internet gateway, and users outside the VPC can also access this collection over the internet.

Access an OpenSearch Serverless collection from Amazon EC2 (via internet gateway)

The workflow has the following steps, as indicated in the preceding diagram:

A. The EC2 instance performs a DNS lookup to Route 53 Resolver at a VPC+2 IP address. Route 53 Resolver returns the public IP addresses of the OpenSearch Serverless collection.

B. The EC2 instance sends a data request via an internet gateway to the OpenSearch Serverless collection using this public IP address.

C. An external client resolves to the public IP addresses of the OpenSearch Serverless collection and reaches it via the internet.

Now let’s perform a dig command for the collection or dashboard URL from the EC2 instance, and we observe that it’s resolving to a public IP address.

The following command uses an OpenSearch Serverless collection:

sh-5.2$ dig +short <collection-id>.<region>.aoss.amazonaws.com
192.0.2.10
198.51.100.204
192.0.2.45
198.51.100.55
192.0.2.100
203.0.113.66

The following command uses an OpenSearch dashboard:

sh-5.2$ dig +short dashboards.<region>.aoss.amazonaws.com
192.0.2.10
198.51.100.204
192.0.2.45
198.51.100.55
192.0.2.100
203.0.113.66

Now that you have implemented an OpenSearch Serverless collection with a network access policy as public, you can make the same collection accessible privately within the VPC. To achieve this, complete the following steps:

  1. Modify the network access policy of the collection and change the access type to VPC.
  2. Select the option Create VPC endpoints.

Access type for OpenSearch Serverless

  1. Choose the VPC and at least two subnets where you would like to have a VPC endpoint ENI for high availability.
  2. Choose Confirm to create the VPC endpoint.

Create VPC endpoints for Amazon OpenSearch Serverless

  1. Lastly, select the VPC endpoint and update the policy.

Access Type VPC Endpoint for Amazon OpenSearch Serverless

With the creation of the VPC endpoint, a Route 53 private hosted zone is also created within your account and associated with your VPC. In this setup, a CNAME record *.us-east-1.aoss.amazonaws.com is created to direct to the Regional AWS PrivateLink endpoint, as depicted in the following screenshot.

Route 53 Private Hosted Zone

Due to the private hosted zone associated with the VPC, Route 53 Resolver gives preference to the private hosted zone to resolve any DNS query originating from the VPC. DNS requests for the OpenSearch Serverless collection originating from the EC2 instance get resolved using this associated private hosted zone and resolve to the private IP addresses of the VPC endpoint, which allows Amazon EC2 to connect to the serverless collection via VPC endpoints vs. the internet gateway. We expand on this in the following section.

Access an OpenSearch Serverless collection from Amazon EC2 (via interface VPC endpoints)

The following figure demonstrates the connectivity pattern to access an OpenSearch Serverless collection privately from the VPC. The collection has an access type set to VPC endpoint, restricting access solely from the resources within the VPC via the VPC endpoint and preventing external users from connecting. With the creation of the VPC endpoint, a private hosted zone is also associated with this VPC. An EC2 instance within the VPC can establish a connection with the collection using the VPC endpoint, but resources outside of the VPC don’t have access to this collection because of the network access policy.

Access an OpenSearch Serverless collection from Amazon EC2 (via interface VPC endpoints)

The workflow consists of the following steps:

A. The EC2 instance performs a DNS lookup to Route 53 Resolver at a VPC+2 IP address. Route 53 Resolver returns the private IP addresses of the VPC endpoint because there is a private hosted zone associated with the VPC containing a CNAME record.

B. The EC2 instance sends a data request via the VPC interface endpoint to the OpenSearch Serverless collection.

C. An external client resolves to the public IP addresses of the OpenSearch Serverless collection but is unable to reach it because the network policy restricts to the VPC.

Now let’s perform a dig command for the collection or dashboard URL from the EC2 instance, and we observe that it’s resolving to the private IP addresses belonging to the VPC endpoints.

Use the following code for an OpenSearch Serverless collection:

sh-5.2$ dig +short <collection-id>.<region>.aoss.amazonaws.com
10.0.1.98
10.0.2.83

Use the following code for an OpenSearch dashboard:

sh-5.2$ dig +short dashboards.<region>.aoss.amazonaws.com
10.0.1.98
10.0.2.83

Access an OpenSearch Serverless collection from many VPCs (via interface VPC endpoints) with a VPC endpoint in each VPC

The following figure demonstrates the connectivity pattern to use the same VPC endpoint to connect to multiple OpenSearch Serverless collections. In this scenario, a VPC endpoint is created in each VPC to enable EC2 instances within the VPCs to utilize the VPC endpoint as the connectivity path to OpenSearch Serverless. A private hosted zone is auto generated for each endpoint and associated with the corresponding VPC. Network policies of OpenSearch Serverless collections are updated to allow both VPC Endpoint-1 and VPC Endpoint-2, which allows the EC2 instance in VPC-1 to access both collections via VPC Endpoint-1 and EC2 instances in VPC-2 to access both collections via VPC Endpoint-2.

Access an OpenSearch Serverless collection from many VPCs (via interface VPC endpoints) with a VPC endpoint in each VPC

The workflow consists of the following steps:

A. The EC2 instance performs a DNS lookup to Route 53 Resolver at a VPC+2 IP address. Route 53 Resolver returns the private IP addresses of the VPC endpoint (the EC2 instance in VPC-1 gets the IP address of VPC Endpoint-1 and the EC2 instance in VPC-2 gets the IP address of VPC Endpoint-2), because there is a private hosted zone associated with each of the VPCs containing a CNAME record.

B. The EC2 instance sends a data request via the VPC interface endpoint to the OpenSearch Serverless collection.

Access an OpenSearch Serverless collection from many VPCs (via interface VPC endpoints) with a VPC endpoint in a centralized VPC

In the previous connectivity pattern, we had one endpoint in each VPC through which VPC resources accessed OpenSearch Serverless collections. Many organizations would like to maintain control of these endpoints and keep these in a centralized VPC.

The following figure demonstrates the connectivity pattern to use a centralized VPC endpoint to connect to multiple OpenSearch Serverless collections from multiple VPCs. In this scenario, a VPC interface endpoint is created in a centralized VPC. A private hosted zone is auto generated for this VPC endpoint and associated with the centralized VPC, and then manually associated with VPC-1 and VPC-2. The DNS query for OpenSearch Serverless collections from VPC-1 and VPC-2 gets resolved to the centralized VPC endpoint due to the private hosted zone association. Network policies for both collections allow access from the centralized VPC endpoint only. All three VPCs (centralized, VPC-1, and VPC-2) are connected via AWS Transit Gateway and route tables have routes to direct traffic between VPC-1 and VPC-2 to the centralized VPC and vice versa.

Access an OpenSearch Serverless collection from many VPCs (via interface VPC endpoints) with a VPC endpoint in a centralized VPC

The workflow consists of the following steps:

A. The EC2 instance performs a DNS lookup to Route 53 Resolver at a VPC+2 IP address. Route 53 Resolver returns the private IP addresses of the centralized VPC endpoint, because there is a private hosted zone associated with each VPC containing a CNAME record.

B. The EC2 instance sends a data request to the Transit Gateway ENI in its own VPC. The Transit Gateway route table is checked and the data request is forwarded to the Transit Gateway ENI in the centralized VPC. The Transit Gateway ENI in the centralized VPC sends it to the OpenSearch Serverless collection via the VPC interface endpoint.

Access an OpenSearch Serverless collection from on premises (via AWS Site-to-Site VPN or AWS Direct Connect)

The following figure demonstrates the connectivity pattern for accessing OpenSearch Serverless collections from on premises. You can use either AWS Direct Connect or AWS Site-to-Site VPN to establish connectivity between on-premises and AWS resources. In the following example, Direct Connect is used for the connectivity between AWS and on premises. An OpenSearch Serverless VPC endpoint is created in the VPC, and a private hosted zone is automatically generated and associated with this VPC. The network policy of the OpenSearch Serverless collection is updated to allow connectivity only from the VPC endpoint.

To access these OpenSearch Serverless collections privately from the on-premises environment, resources need to resolve the OpenSearch Serverless collection DNS to the OpenSearch Serverless VPC endpoint IP address. By default, OpenSearch Serverless DNS resolves to the public IP addresses and attempts to access OpenSearch Serverless via the internet. To ensure that OpenSearch Serverless is accessed via the VPC endpoint from on premises, you need to ensure that DNS queries are resolved to a VPC endpoint’s private IP address. Resources inside the VPC use Route 53 Resolver, available at a VPC+2 IP address, to resolve these queries to the VPC endpoint. Route 53 Resolver checks the associated private hosted zone to resolve the query to the VPC endpoint. However, the VPC+2 IP address is not accessible from on premises. To address this, you can utilize the Route 53 Resolver inbound endpoint.

To achieve this, you can create an inbound endpoint in your VPC by following the steps outlined in Configuring inbound forwarding, and then update the on-premises DNS server to forward all the DNS requests for *.<region>.aoss.amazonaws.com to the IP address of the Route 53 Resolver inbound endpoint. When the on-premises client obtains the IP address of the VPC endpoint, it can use Direct Connect or Site-to-Site VPN to establish a private connection to the OpenSearch Serverless collection.

Access an OpenSearch Serverless collection from on premises (via AWS Site-to-Site VPN or AWS Direct Connect)

The workflow contains the following steps:

A. The on-premises client sends a DNS lookup to the on-premises DNS resolver. The on-premises DNS resolver forwards this request to the Route 53 Resolver inbound endpoint. The Route 53 Resolver inbound endpoint sends a DNS lookup to Route 53 Resolver at a VPC+2 IP address. Route 53 Resolver returns the private IP addresses of the VPC endpoint, because there is a private hosted zone associated with this VPC containing a CNAME record.

B. The on-premises client sends a data request to the OpenSearch Serverless collection, which routes via Direct Connect or Site-to-site VPN to the VPC interface endpoint and finally to the OpenSearch Serverless collection.

Conclusion

In this post, we showed you various connectivity patterns for OpenSearch Serverless. We covered the use of hybrid DNS and using a Route 53 Resolver inbound endpoint to allow connectivity from on premises for OpenSearch Serverless. You can choose from various centralization models for reaching multiple OpenSearch Serverless collections within the AWS Cloud or from on-premises locations. Get started today by connecting to OpenSearch Serverless from the various network patterns we discussed.


About the authors

Salman AhmedSalman Ahmed is a Sr. Technical Account Manager in AWS Enterprise Support. He enjoys working with Enterprise Support customers to help them with design, implementation and supporting cloud infrastructure. He also has a passion for networking services and with 12+ years of experience, he leverages that to help customers with adoption of AWS Transit Gateway, AWS Direct Connect and various other AWS networking services.

Ankush GoyalAnkush Goyal is Enterprise Support Lead in AWS Enterprise Support who helps enterprise support customers streamline their cloud operations on AWS. He is a results-driven IT professional with over 18 years of experience.

Rohit AswaniRohit Aswani is a Senior Specialist Solutions Architect focussed on Networking at AWS, where he helps customers build and design scalable, highly-available, secure, resilient and cost effective networks. He holds a MS in Telecommunication Systems Management from Northeastern University, specializing in Computer Networking. In his spare time, Rohit enjoys hiking, traveling and exploring new coffee places.

Visually design your application with AWS Application Composer

Post Syndicated from James Beswick original https://aws.amazon.com/blogs/compute/visually-design-your-application-with-aws-application-composer/

This post is written by Paras Jain, Senior Technical Account Manager and Curtis Darst, Senior Solutions Architect.

AWS Application Composer allows you to design and build applications visually using 13 AWS CloudFormation resource types. Today, the service expands the support to all available CloudFormation resource types.

Overview

AWS Application Composer provides you with an interactive canvas for visually designing your applications. You use a drag-and-drop interface to create an application design from scratch or import an existing application definition to edit it.

Modern event-driven applications are built on many services. Visualizing an architecture helps you better understand the relationship between those services and identify gaps and areas of improvements.

You can use AWS Application Composer in local sync mode to connect to your local file system. That way your changes are updated to your file system. This way, you can integrate with existing version control systems and development and deployment workflow.

AWS Application Composer provides a drag-and-drop canvas view and a code editor template view. Changes made to one view reflect on the other view. Similarly, changes made in AWS Application Composer are reflected in your local code editor and vice versa.

What is AWS releasing today?

AWS Application Composer already supports 13 serverless resource types. For these resource types, AWS Application Composer provides enhanced component cards.

Enhanced component cards allow you to configure and join components together. Today’s release gives you the ability to drag and drop 1,134 resource types to the canvas and configure these using resource configuration pane.

This blog post shows how you can create a fault tolerant compute architecture involving an Application Load Balancer, two Amazon Elastic Compute Cloud (EC2) instances in different Availability Zones, and an Amazon Relational Database Service (RDS) instance.

Conceptually, this is the application design:

Application design

Designing a scalable and fault tolerant compute stack

For this blog post, you create a fault tolerant compute stack consisting of an ALB, two EC2 instances in two different Availability Zones with automatic scaling capabilities and an RDS instance.

  1. Navigate to the AWS Application Composer service in the AWS Management Console. Create a new project by choosing Create Project.
  2. If you are using one of the browsers that support local sync (Google Chrome and Microsoft Edge at this time), you can connect the project to the local file system and edit using command line interface or integrated development environment. To do so:
    1. Choose Menu, and Local sync.
    2. Select a folder on your file system and allow the necessary permissions from the browser when prompted.
  3. Some components in architecture diagrams, like security groups, can be visualized in the canvas but you don’t necessarily want to represent them as prominent part of architectures. Therefore, for brevity, instead of dragging and dropping, you only configure them in the template mode.
    Template mode

    1. Choose Template to switch to the template view.
    2. Paste the following code in the template editor:
      Resources:
        DBEC2SecurityGroup:
          Type: AWS::EC2::SecurityGroup
          Properties:
            GroupDescription: Open database for access
            SecurityGroupIngress:
              - IpProtocol: tcp
                FromPort: '3306'
                ToPort: '3306'
                SourceSecurityGroupId: !Ref WebServerSecurityGroup
            VpcId:
              ParameterId: VpcId
              Format: AWS::EC2::VPC::Id
        WebServerSecurityGroup:
          Type: AWS::EC2::SecurityGroup
          Properties:
            GroupDescription: Enable HTTP access via port 80 locked down to the load balancer + SSH access.
            SecurityGroupIngress:
              - IpProtocol: tcp
                FromPort: '80'
                ToPort: '80'
                SourceSecurityGroupId: !Select
                  - 0
                  - !GetAtt LoadBalancer.SecurityGroups
              - IpProtocol: tcp
                FromPort: '22'
                ToPort: '22'
                CidrIp:
                  ParameterId: SSHLocation
                  Format: String
                  Default: 0.0.0.0/0
            VpcId:
              ParameterId: VpcId
              Format: AWS::EC2::VPC::Id
        WebServerGroup:
          Type: AWS::AutoScaling::AutoScalingGroup
          Properties:
            VPCZoneIdentifier:
              ParameterId: Subnets
              Format: List<AWS::EC2::Subnet::Id>
            LaunchConfigurationName: !Ref LaunchConfiguration
            MinSize: '1'
            MaxSize: '5'
            DesiredCapacity:
              ParameterId: WebServerCapacity
              Format: Number
              Default: '1'
            TargetGroupARNs:
              - !Ref TargetGroup
      
    3. Switch back to canvas view.
  4. Add an Application Load Balancer, Load Balancer Listener, Load Balancer Target Group, Auto Scaling Launch Configuration and an RDS DB instance.
    Add components

    1. Under the resources pane on the left, enter loadbalancer in the search bar.
    2. Drag and drop AWS::ElasticLoadBalancingV2::LoadBalancer from the resources pane to the canvas.
  5. Repeat these steps for other four resource types. Choose Arrange. Your canvas now appears as follows:
    Canvas layout
  6. Start configuring the remaining component cards. You can connect two cards visually by connecting the right connection port of one card to the left connection port of another card. At the moment, not all component cards support visual connectivity. For those cards you can establish connectivity using the resource configuration pane. You can also update the template code directly. Either way, the connectivity is reflected in the canvas.
  7. You configure the components in the architecture using the Resource configuration pane. First, configure the Application Load Balancer listener:
    Configure components

    1. Choose the Listener Card in the canvas.
    2. Choose Details.
    3. Paste the following code in the Resource Configuration Section:
      DefaultActions:
           Type: forward
      TargetGroupArn: !Ref TargetGroup
      LoadBalancerArn: !Ref LoadBalancer
      Port: '80'
      Protocol: HTTP
    4. Choose Save.
  8. Repeat the same for remaining resource types with the following code. The code for the Load Balancer Card is:
    Subnets:
    ParameterId: Subnets
    Format: List<AWS::EC2::Subnet::Id>

  9. The code for the Target Group card is:
    HealthCheckPath: /
    HealthCheckIntervalSeconds: 10
    HealthCheckTimeoutSeconds: 5
    HealthyThresholdCount: 2
    Port: 80
    Protocol: HTTP
    UnhealthyThresholdCount: 5
    VpcId:
      ParameterId: VpcId
      Format: AWS::EC2::VPC::Id
    TargetGroupAttributes:
      - Key: stickiness.enabled
        Value: 'true'
      - Key: stickiness.type
        Value: lb_cookie
      - Key: stickiness.lb_cookie.duration_seconds
        Value: '30'
    
  10. This is the code for the Launch Configuration. Replace <image-id>with the right image id for your Region.
    ImageId: <image-id>
    InstanceType: t2.small
    SecurityGroups: !Ref WebServerSecurityGroup
    
  11. The code for DBInstance is:
    DBName:
      ParameterId: DBName
      Format: String
      Default: wordpressdb
    Engine: MySQL
    MultiAZ:
      ParameterId: MultiAZDatabase
      Format: String
      Default: 'false'
    MasterUsername:
      ParameterId: DBUser
      Format: String
    MasterUserPassword:
      ParameterId: DBPassword
      Format: String
    DBInstanceClass:
      ParameterId: DBClass
      Format: String
      Default: db.t2.small
    AllocatedStorage:
      ParameterId: DBAllocatedStorage
      Format: Number
      Default: '5'
    VPCSecurityGroups:
      - !GetAtt DBEC2SecurityGroup.GroupId
    
  12. Choose Arrange. Your canvas looks like this:
    Canvas layout
  13. This completes the visualization portion of the application architecture. You can export this visualization by using the Export Canvas option in the menu.

Adding observability

After adding the core application components, you now add observability to your application. Observability enables you to collect and analyze important events and metrics for your applications.

To be notified of any changes to the RDS database configuration, use a serverless design pattern to avoid running instances when they are not needed. Conceptually, your observability stack looks like:

Architecture

  1. Amazon EventBridge captures the events emitted by Amazon RDS.
  2. For any event matching the EventBridge rule, EventBridge invokes AWS Lambda.
  3. Lambda runs the custom logic and send an email to an Amazon Simple Notification Service(SNS) topic. You can subscribe interested parties to this SNS topic.

There are now two distinct sets of components in the architecture. One set of components comprises the core application while another comprises the observability logic.

AWS Application Composer allows you to organize different components in groups. This allows you and your team to focus on one portion of the architecture at a time. Before adding observability components, first create a group of the existing components.

Adding components

  1. Select a component card.
  2. While holding the ‘shift’ key, select the other cards. Once all resources are selected, select Group action.

Once the group is created, follow these steps to rename the group.

Rename the group

  1. Select the Group card.
  2. Rename the group to Application Stack.
  3. Choose Save.

Now add the observability components. Repeat the process of searching then dragging and dropping of the following components from the Resources pane to the canvas outside the Application Stack group.

    1. EventBridge Event rule
    2. Lambda Function
    3. SNS Topic
    4. SNS Subscription

Repeat the process for grouping these 4 components in a group with the name Observability.

Some of the components have a small circle on their sides. These are connector ports. A port on the right side of a card indicates an opportunity for the card to invoke another card. A port on the left side indicates an opportunity for a card to be invoked by another card. You can connect two cards by clicking the right port of a card and dragging to the left port of another card.

Create the observability stack by following the following steps:

  1. Connect the right port of EventBridge Event Rule card to the left port of Lambda Function Card. This makes the Lambda function a target for the EventBridge rule.
  2. Connect the right port of the Lambda function to the left port of the SNS topic. This adds the necessary AWS Identity and Management(IAM) permissions policies and environment variable to the Lambda function to provide it the ability to interact with the SNS topic.
  3. Select the EventBridge event rule card and replace the event pattern code in the resource properties pane with the following code. This event pattern monitors the RDS instance for an instance change event and pushes this event to Lambda.
    source:
      - aws.rds
    detail-type:
      - RDS DB Instance Event
    
  4. Select the SNS subscription to see the resource configuration pane. Add the following code to the resource configuration. Replace [email protected] with your email address.
        Endpoint: [email protected]
        Protocol: email
        TopicArn: !Ref Topic
    
  5. Repeat the group creating steps to create an observability group comprising an EventBridge event rule, Lambda function, SNS topic, and SNS subscription. Name the group Observability. Your group appears as follows:
    Observability group

Deploying your AWS Architecture

Before you can provision the resources for your architecture, you must make the configuration changes as per development and deployment best practices for your organization.

For example, you must provide a strong DB password, name the resources as per the naming conventions of your organization. You must also add the Lambda code with your custom logic.

AWS Application Composer provides you the ability to configure each resource via resource configuration panel. This enables you to always stay in-context while creating a complex architecture. You can quickly find the resource you want to edit instead of scrolling through a large template file. If you prefer to edit the template file directly, you can use the Template View of AWS Application Composer.

Alternatively, if you have enabled the local sync, you can edit the file directly in your integrated development environment (IDE) where changes made in AWS Application Composer are saved in real-time. If you have not enabled the local sync, you can export the template using the Save Template File option in the menu. After concluding your changes, you can provision the AWS infrastructure either by using AWS CloudFormation Console or by command line interface.

Pricing

AWS Application Composer does not provision any AWS resources. Using AWS Application Composer to design your application architecture is free. You are only charged when you provision AWS Resources using the template file created by AWS Application Composer.

Conclusion

This blog post shows how to use AWS Application Composer to create and update an application architecture using any of the 1,134 CloudFormation resource types. It covers how to configure local sync mode to integrate the AWS Application to your development workflow. The post demonstrates how to organize your architecture into two distinct groups. Changes made in Canvas view are reflected in the template view and vice versa.

To learn more about AWS Application Composer visit https://aws.amazon.com/application-composer/.

For more serverless learning resources, visit Serverless Land.

Architecting for scale with Amazon API Gateway private integrations

Post Syndicated from James Beswick original https://aws.amazon.com/blogs/compute/architecting-for-scale-with-amazon-api-gateway-private-integrations/

This post is written by Lior Sadan, Sr. Solutions Architect, and Anandprasanna Gaitonde,
Sr. Solutions Architect.

Organizations use Amazon API Gateway to build secure, robust APIs that expose internal services to other applications and external users. When the environment evolves to many microservices, customers must ensure that the API layer can handle the scale without compromising security and performance. API Gateway provides various API types and integration options, and builders must consider how each option impacts the ability to scale the API layer securely and performantly as the microservices environment grows.

This blog post compares architecture options for building scalable, private integrations with API Gateway for microservices. It covers REST and HTTP APIs and their use of private integrations, and shows how to develop secure, scalable microservices architectures.

Overview

Here is a typical API Gateway implementation with backend integrations to various microservices:

A typical API Gateway implementation with backend integrations to various microservices

API Gateway handles the API layer, while integrating with backend microservices running on Amazon EC2, Amazon Elastic Container Service (ECS), or Amazon Elastic Kubernetes Service (EKS). This blog focuses on containerized microservices that expose internal endpoints that the API layer then exposes externally.

To keep microservices secure and protected from external traffic, they are typically implemented within an Amazon Virtual Private Cloud (VPC) in a private subnet, which is not accessible from the internet. API Gateway offers a way to expose these resources securely beyond the VPC through private integrations using VPC link. Private integration forwards external traffic sent to APIs to private resources, without exposing the services to the internet and without leaving the AWS network. For more information, read Best Practices for Designing Amazon API Gateway Private APIs and Private Integration.

The example scenario has four microservices that could be hosted in one or more VPCs. It shows the patterns integrating the microservices with front-end load balancers and API Gateway via VPC links.

While VPC links enable private connections to microservices, customers may have additional needs:

  • Increase scale: Support a larger number of microservices behind API Gateway.
  • Independent deployments: Dedicated load balancers per microservice enable teams to perform blue/green deployments independently without impacting other teams.
  • Reduce complexity: Ability to use existing microservice load balancers instead of introducing additional ones to achieve API Gateway integration
  • Low latency: Ensure minimal latency in API request/response flow.

API Gateway offers HTTP APIs and REST APIs (see Choosing between REST APIs and HTTP APIs) to build RESTful APIs. For large microservices architectures, the API type influences integration considerations:

VPC link supported integrations Quota on VPC links per account per Region
REST API

Network Load Balancer (NLB)

20

HTTP API

Network Load Balancer (NLB), Application Load Balancer (ALB), and AWS Cloud Map

10

This post presents four private integration options taking into account the different capabilities and quotas of VPC link for REST and HTTP APIs:

  • Option 1: HTTP API using VPC link to multiple NLBs or ALBs.
  • Option 2: REST API using multiple VPC links.
  • Option 3: REST API using VPC link with NLB.
  • Option 4: REST API using VPC link with NLB and ALB targets.

Option 1: HTTP API using VPC link to multiple NLBs or ALBs

HTTP APIs allow connecting a single VPC link to multiple ALBs, NLBs, or resources registered with an AWS Cloud Map service. This provides a fan out approach to connect with multiple backend microservices. However, load balancers integrated with a particular VPC link should reside in the same VPC.

Option 1: HTTP API using VPC link to multiple NLB or ALBs

Two microservices are in a single VPC, each with its own dedicated ALB. The ALB listeners direct HTTPS traffic to the respective backend microservice target group. A single VPC link is connected to two ALBs in that VPC. API Gateway uses path-based routing rules to forward requests to the appropriate load balancer and associated microservice. This approach is covered in Best Practices for Designing Amazon API Gateway Private APIs and Private Integration – HTTP API. Sample CloudFormation templates to deploy this solution are available on GitHub.

You can add additional ALBs and microservices within VPC IP space limits. Use the Network Address Usage (NAU) to design the distribution of microservices across VPCs. Scale beyond one VPC by adding VPC links to connect more VPCs, within VPC link quotas. You can further scale this by using routing rules like path-based routing at the ALB to connect more services behind a single ALB (see Quotas for your Application Load Balancers). This architecture can also be built using an NLB.

Benefits:

  • High degree of scalability. Fanning out to multiple microservices using single VPC link and/or multiplexing capabilities of ALB/NLB.
  • Direct integration with existing microservices load balancers eliminates the need for introducing new components and reducing operational burden.
  • Lower latency for API request/response thanks to direct integration.
  • Dedicated load balancers per microservice enable independent deployments for microservices teams.

Option 2: REST API using multiple VPC links

For REST APIs, the architecture to support multiple microservices may differ due to these considerations:

  • NLB is the only supported private integration for REST APIs.
  • VPC links for REST APIs can have only one target NLB.

Option 2: REST API using multiple VPC links

A VPC link is required for each NLB, even if the NLBs are in the same VPC. Each NLB serves one microservice, with a listener to route API Gateway traffic to the target group. API Gateway path-based routing sends requests to the appropriate NLB and corresponding microservice. The setup required for this private integration is similar to the example described in Tutorial: Build a REST API with API Gateway private integration.

To scale further, add additional VPC link and NLB integration for each microservice, either in the same or different VPCs based on your needs and isolation requirements. This approach is limited by the VPC links quota per account per Region.

Benefits:

  • Single NLB in the request path reduces operational complexity.
  • Dedicated NLBs for each enable independent microservice deployments.
  • No additional hops in the API request path results in lower latency.

Considerations:

  • Limits scalability due to a one-to-one mapping of VPC links to NLBs and microservices limited by VPC links quota per account per Region.

Option 3: REST API using VPC link with NLB

The one-to-one mapping of VPC links to NLBs and microservices in option 2 has scalability limits due to VPC link quotas. An alternative is to use multiple microservices per NLB.

Option 3: REST API using VPC link with NLB

A single NLB fronts multiple microservices in a VPC by using multiple listeners, with each listener on a separate port per microservice. Here, NLB1 fronts two microservices in one VPC. NLB2 fronts two other microservices in a second VPC. With multiple microservices per NLB, routing is defined for the REST API when choosing the integration point for a method. You define each service using a combination of selecting the VPC Link, which is integrated with a specific NLB, and a specific port that is assigned for each microservice at the NLB Listener and addressed from the Endpoint URL.

To scale out further, add additional listeners to existing NLBs, limited by Quotas for your Network Load Balancers. In cases where each microservice has its dedicated load balancer or access point, those are configured as targets to the NLB. Alternatively, integrate additional microservices by adding additional VPC links.

Benefits:

  • Larger scalability – limited by NLB listener quotas and VPC link quotas.
  • Managing fewer NLBs supporting multiple microservices reduces operational complexity.
  • Low latency with a single NLB in the request path.

Considerations:

  • Shared NLB configuration limits independent deployments for individual microservices teams.

Option 4: REST API using VPC link with NLB and ALB targets

Customers often build microservices with ALB as their access point. To expose these via API Gateway REST APIs, you can take advantage of ALB as a target for NLB. This pattern also increases the number of microservices supported compared to the option 3 architecture.

Option 4: REST API using VPC link with NLB and ALB targets

A VPC link (VPCLink1) is created with NLB1 in a VPC1. ALB1 and ALB2 front-end the microservices mS1 and mS2, added as NLB targets on separate listeners. VPC2 has a similar configuration. Your isolation needs and IP space determine if microservices can reside in one or multiple VPCs.

To scale out further:

  • Create additional VPC links to integrate new NLBs.
  • Add NLB listeners to support more ALB targets.
  • Configure ALB with path-based rules to route requests to multiple microservices.

Benefits:

  • High scalability integrating services using NLBs and ALBs.
  • Independent deployments per team is possible when each ALB is dedicated to a single microservice.

Considerations:

  • Multiple load balancers in the request path can increase latency.

Considerations and best practices

Beyond the scaling considerations of scale with VPC link integration discussed in this blog, there are other considerations:

Conclusion

This blog explores building scalable API Gateway integrations for microservices using VPC links. VPC links enable forwarding external traffic to backend microservices without exposing them to the internet or leaving the AWS network. The post covers scaling considerations based on using REST APIs versus HTTP APIs and how they integrate with NLBs or ALBs across VPCs.

While API type and load balancer selection have other design factors, it’s important to keep the scaling considerations discussed in this blog in mind when designing your API layer architecture. By optimizing API Gateway implementation for performance, latency, and operational needs, you can build a robust, secure API to expose microservices at scale.

For more serverless learning resources, visit Serverless Land.

Centralizing management of AWS Lambda layers across multiple AWS Accounts

Post Syndicated from James Beswick original https://aws.amazon.com/blogs/compute/centralizing-management-of-aws-lambda-layers-across-multiple-aws-accounts/

This post is written by Debasis Rath, Sr. Specialist SA-Serverless, Kanwar Bajwa, Enterprise Support Lead, and Xiaoxue Xu, Solutions Architect (FSI).

Enterprise customers often manage an inventory of AWS Lambda layers, which provide shared code and libraries to Lambda functions. These Lambda layers are then shared across AWS accounts and AWS Organizations to promote code uniformity, reusability, and efficiency. However, as enterprises scale on AWS, managing shared Lambda layers across an increasing number of functions and accounts is best handled with automation.

This blog post centralizes the management of Lambda layers to ensure compliance with your enterprise’s governance standards, and promotes consistency across your infrastructure. This centralized management uses a detective configuration approach to identify non-compliant Lambda functions systematically using outdated Lambda layer versions, and corrective measures to remediate these Lambda functions by updating them with the right layer version.

This solution uses AWS services such as AWS Config, Amazon EventBridge Scheduler, AWS Systems Manager (SSM) Automation, and AWS CloudFormation StackSets.

Solution overview

This solution offers two parts for layers management:

  1. On-demand visibility into outdated Lambda functions.
  2. Automated remediation of the affected Lambda functions.

1.	On-demand visibility into outdated Lambda functions

This is the architecture for the first part. Users with the necessary permissions can use AWS Config advanced queries to obtain a list of outdated Lambda functions.

The current configuration state of any Lambda function is captured by the configuration recorder within the member account. This data is then aggregated by the AWS Config Aggregator within the management account. The aggregated data can be accessed using queries.

2.	Automated remediation of the affected Lambda functions

This diagram depicts the architecture for the second part. Administrators must manually deploy CloudFormation StackSets to initiate the automatic remediation of outdated Lambda functions.

The manual remediation trigger is used instead of a fully automated solution. Administrators schedule this manual trigger as part of a change request to minimize disruptions to the business. All business stakeholders owning affected Lambda functions should receive this change request notification and have adequate time to perform unit tests to assess the impact.

Upon receiving confirmation from the business stakeholders, the administrator deploys the CloudFormation StackSets, which in turn deploy the CloudFormation stack to the designated member account and Region. After the CloudFormation stack deployment, the EventBridge scheduler invokes an AWS Config custom rule evaluation. This rule identifies the non-compliant Lambda functions, and later updates them using SSM Automation runbooks.

Centralized approach to layer management

The following walkthrough deploys the two-part architecture described, using a centralized approach to layer management as in the preceding diagram. A decentralized approach scatters management and updates of Lambda layers across accounts, making enforcement more difficult and error-prone.

This solution is also available on GitHub.

Prerequisites

For the solution walkthrough, you should have the following prerequisites:

Writing an on-demand query for outdated Lambda functions

First, you write and run an AWS Config advanced query to identify the accounts and Regions where the outdated Lambda functions reside. This is helpful for end users to determine the scope of impact, and identify the responsible groups to inform based on the affected Lambda resources.

Follow these procedures to understand the scope of impact using the AWS CLI:

  1. Open CloudShell in your AWS account.
  2. Run the following AWS CLI command. Replace YOUR_AGGREGATOR_NAME with the name of your AWS Config aggregator, and YOUR_LAYER_ARN with the outdated Lambda layer Amazon Resource Name (ARN).
    aws configservice select-aggregate-resource-config \
    --expression "SELECT accountId, awsRegion, configuration.functionName, configuration.version WHERE resourceType = 'AWS::Lambda::Function' AND configuration.layers.arn = 'YOUR_LAYER_ARN'" \
    --configuration-aggregator-name 'YOUR_AGGREGATOR_NAME' \
    --query "Results" \
    --output json | \
    jq -r '.[] | fromjson | [.accountId, .awsRegion, .configuration.functionName, .configuration.version] | @csv' > output.csv
    
  3. The results are saved to a CSV file named output.csv in the current working directory. This file contains the account IDs, Regions, names, and versions of the Lambda functions that are currently using the specified Lambda layer ARN. Refer to the documentation on how to download a file from AWS CloudShell.

To explore more configuration data and further improve visualization using services like Amazon Athena and Amazon QuickSight, refer to Visualizing AWS Config data using Amazon Athena and Amazon QuickSight.

Deploying automatic remediation to update outdated Lambda functions

Next, you deploy the automatic remediation CloudFormation StackSets to the affected accounts and Regions where the outdated Lambda functions reside. You can use the query outlined in the previous section to obtain the account IDs and Regions.

Updating Lambda layers may affect the functionality of existing Lambda functions. It is essential to notify affected development groups, and coordinate unit tests to prevent unintended disruptions before remediation.

To create and deploy CloudFormation StackSets from your management account for automatic remediation:

  1. Run the following command in CloudShell to clone the GitHub repository:
    git clone https://github.com/aws-samples/lambda-layer-management.git
  2. Run the following CLI command to upload your template and create the stack set container.
    aws cloudformation create-stack-set \
      --stack-set-name layers-remediation-stackset \
      --template-body file://lambda-layer-management/layer_manager.yaml
    
  3. Run the following CLI command to add stack instances in the desired accounts and Regions to your CloudFormation StackSets. Replace the account IDs, Regions, and parameters before you run this command. You can refer to the syntax in the AWS CLI Command Reference. “NewLayerArn” is the ARN for your updated Lambda layer, while “OldLayerArn” is the original Lambda layer ARN.
    aws cloudformation create-stack-instances \
    --stack-set-name layers-remediation-stackset \
    --accounts <LIST_OF_ACCOUNTS> \
    --regions <YOUR_REGIONS> \
    --parameter-overrides ParameterKey=NewLayerArn,ParameterValue='<NEW_LAYER_ARN>' ParameterKey=OldLayerArn,ParameterValue='=<OLD_LAYER_ARN>'
    
  4. Run the following CLI command to verify that the stack instances are created successfully. The operation ID is returned as part of the output from step 3.
    aws cloudformation describe-stack-set-operation \
      --stack-set-name layers-remediation-stackset \
      --operation-id <OPERATION_ID>

This CloudFormation StackSet deploys an EventBridge Scheduler that immediately triggers the AWS Config custom rule for evaluation. This rule, written in AWS CloudFormation Guard, detects all the Lambda functions in the member accounts currently using the outdated Lambda layer version. By using the Auto Remediation feature of AWS Config, the SSM automation document is run against each non-compliant Lambda function to update them with the new layer version.

Other considerations

The provided remediation CloudFormation StackSet uses the UpdateFunctionConfiguration API to modify your Lambda functions’ configurations directly. This method of updating may lead to drift from your original infrastructure as code (IaC) service, such as the CloudFormation stack that you used to provision the outdated Lambda functions. In this case, you might need to add an additional step to resolve drift from your original IaC service.

Alternatively, you might want to update your IaC code directly, referencing the latest version of the Lambda layer, instead of deploying the remediation CloudFormation StackSet as described in the previous section.

Cleaning up

Refer to the documentation for instructions on deleting all the created stack instances from your account. After, proceed to delete the CloudFormation StackSet.

Conclusion

Managing Lambda layers across multiple accounts and Regions can be challenging at scale. By using a combination of AWS Config, EventBridge Scheduler, AWS Systems Manager (SSM) Automation, and CloudFormation StackSets, it is possible to streamline the process.

The example provides on-demand visibility into affected Lambda functions and allows scheduled remediation of impacted functions. AWS SSM Automation further simplifies maintenance, deployment, and remediation tasks. With this architecture, you can efficiently manage updates to your Lambda layers and ensure compliance with your organization’s policies, saving time and reducing errors in your serverless applications.

To learn more about using Lambda layer, visit the AWS documentation. For more serverless learning resources, visit Serverless Land.

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

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

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

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

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

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

Problem statement

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

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

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

Solution overview

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

The design included the following key components:

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

AWS Glue pipeline implementation deep dive

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

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

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

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

Conclusion

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

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

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


About the Authors

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

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

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

Implementing idempotent AWS Lambda functions with Powertools for AWS Lambda (TypeScript)

Post Syndicated from Pascal Vogel original https://aws.amazon.com/blogs/compute/implementing-idempotent-aws-lambda-functions-with-powertools-for-aws-lambda-typescript/

This post is written by Alexander Schüren, Sr Specialist SA, Powertools.

One of the design principles of AWS Lambda is to “develop for retries and failures”. If your function fails, the Lambda service will retry and invoke your function again with the same event payload. Therefore, when your function performs tasks such as processing orders or making reservations, it is necessary for your Lambda function to handle requests idempotently to avoid duplicate payment or order processing, which can result in a poor customer experience.

This article explains what idempotency is and how to make your Lambda functions idempotent using the idempotency utility for Powertools for AWS Lambda (TypeScript). The Powertools idempotency utility for TypeScript was co-developed with Vanguard and is now generally available.

Understanding idempotency

Idempotency is the property of an operation that can be applied multiple times without changing the result beyond the initial execution. You can safely run an idempotent operation multiple times without side effects, such as duplicate records or data inconsistencies. This is especially relevant for payment and order processing or third-party API integrations.

There are key concepts to consider when implementing idempotency in AWS Lambda. For each invocation, you specify which subset of the event payload you want to use to identify an idempotent request. This is called the idempotency key. This key can be a single field such as transactionId, a combination of multiple fields such as customerId and requestId, or the entire event payload.

Because timestamps, dates, and other generated values within the payload affect the idempotency key, we recommend that you define specific fields rather than using the entire event payload.

By evaluating the idempotency key, you can then decide if the function needs to run again or send an existing response to the client. To do this, you need to store the following information for each request in a persistence layer (i.e., Amazon DynamoDB):

  • Status: IN_PROGRESS, EXPIRED, COMPLETE
  • Response data: the response to send back to the client instead of executing the function again
  • Expiration timestamp: when the idempotency record becomes invalid for reuse

The following diagram shows a successful request flow for this idempotency scenario:

Request flow for idempotent Lambda function

When you invoke a Lambda function with a particular event for the first time, it stores a record with a unique idempotency key tied to an event payload in the persistence layer.

The function then executes its code and updates the record in the persistence layer with the function response. For subsequent invocations with the same payload, you must check if the idempotency key exists in the persistence layer. If it exists, the function returns the same response to the client. This prevents multiple invocations of the function, making it idempotent.

There are more edge cases to be mindful of, such as when the idempotency record has expired, or handling of failures between the client, the Lambda function, and the persistence layer. The Powertools for AWS Lambda (TypeScript) documentation covers all request flows in detail.

Idempotency with Powertools for AWS Lambda (TypeScript)

Powertools for AWS Lambda, available in PythonJava, .NET, and TypeScript, provides utilities for Lambda functions to ease the adoption of best practices and to reduce the amount of code needed to perform recurring tasks. In particular, it provides a module to handle idempotency.

This post shows examples using the TypeScript version of Powertools. To get started with the Powertools idempotency module, you must install the library and configure it within your build process. For more details, follow the Powertools for AWS Lambda documentation.

Getting started

Powertools for AWS Lambda (TypeScript) is modular, meaning you can install the idempotency utility independently from the Logger, Tracing, Metrics, or other packages. Install the idempotency utility library and the AWS SDK v3 client for DynamoDB in your project using npm:

npm i @aws-lambda-powertools/idempotency @aws-sdk/client-dynamodb @aws-sdk/lib-dynamodb

Before getting started, you need to create a persistent storage layer where the idempotency utility can store its state. Your Lambda function AWS Identity and Access Management (IAM) role must have dynamodb:GetItem, dynamodb:PutItem, dynamodb:UpdateItem and dynamodb:DeleteItem permissions.

Currently, DynamoDB is the only supported persistent storage layer, so you’ll need to create a table first. Use the AWS Cloud Development Kit (CDK), AWS CloudFormation, AWS Serverless Application Model (SAM) or any Infrastructure as Code tool of your choice that supports DynamoDB resources.

The following sections illustrate how to instrument your Lambda function code to make it idempotent using a wrapper function or using middy middleware.

Using the function wrapper

Assuming you have created a DynamoDB table with the name IdempotencyTable, create a persistence layer in your Lambda function code:

import { makeIdempotent } from "@aws-lambda-powertools/idempotency";
import { DynamoDBPersistenceLayer } from "@aws-lambda-powertools/idempotency/dynamodb";

const persistenceStore = new DynamoDBPersistenceLayer({
  tableName: "IdempotencyTable",
});

Now, apply the makeIdempotent function wrapper to your Lambda function handler to make it idempotent and use the previously configured persistence store.

import { makeIdempotent } from '@aws-lambda-powertools/idempotency';
import { DynamoDBPersistenceLayer } from '@aws-lambda-powertools/idempotency/dynamodb';
import type { Context } from 'aws-lambda';
import type { Request, Response, SubscriptionResult } from './types';

export const handler = makeIdempotent(
  async (event: Request, _context: Context): Promise<Response> => {
    try {
      const payment = … // create payment
	  
      return {
        paymentId: payment.id,
        message: 'success',
        statusCode: 200,
      };

    } catch (error) {
      throw new Error('Error creating payment');
    }
  },
  {
    persistenceStore,
  }
);

The function processes the incoming event to create a payment and return the paymentId, message, and status back to the client. Making the Lambda function handler idempotent ensures that payments are only processed once, despite multiple Lambda invocations with the same event payload. You can also apply the makeIdempotent function wrapper to any other function outside of your handler.

Use the following type definitions for this example by adding a types.ts file to your source folder:

type Request = {
  user: string;
  productId: string;
};

type Response = {
  [key: string]: unknown;
};

type SubscriptionResult = {
  id: string;
  productId: string;
};

Using middy middleware

If you are using middy middleware, Powertools provides makeHandlerIdempotent middleware to make your Lambda function handler idempotent:

import { makeHandlerIdempotent } from '@aws-lambda-powertools/idempotency/middleware';
import { DynamoDBPersistenceLayer } from '@aws-lambda-powertools/idempotency/dynamodb';
import middy from '@middy/core';
import type { Context } from 'aws-lambda';
import type { Request, Response, SubscriptionResult } from './types';

const persistenceStore = new DynamoDBPersistenceLayer({
  tableName: 'IdempotencyTable',
});

export const handler = middy(
  async (event: Request, _context: Context): Promise<Response> => {
    try {
      const payment = … // create payment object
	  
      return {
        paymentId: payment.id,
        message: 'success',
        statusCode: 200,
      };
    } catch (error) {
      throw new Error('Error creating payment');
    }
  }
).use(
    makeHandlerIdempotent({
      persistenceStore,
  })
);

Configuration options

The Powertools idempotency utility comes with several configuration options to change the idempotency behavior that will fit your use case scenario. This section highlights the most common configurations. You can find all available customization options in the AWS Powertools for Lambda (TypeScript) documentation.

Persistence layer options

When you create a DynamoDBPersistenceLayer object, only the tableName attribute is required. Powertools will expect the table with a partition key id and will create other attributes with default values.

You can change these default values if needed by passing the options parameter:

import { DynamoDBPersistenceLayer } from '@aws-lambda-powertools/idempotency/dynamodb';

const persistenceStore = new DynamoDBPersistenceLayer({
  tableName: 'idempotencyTableName',
  keyAttr: 'idempotencyKey', // default: id
  expiryAttr: 'expiresAt', // default: expiration
  inProgressExpiryAttr: 'inProgressExpiresAt', // default: in_progress_expiration
  statusAttr: 'currentStatus', // default: status
  dataAttr: 'resultData', // default: data
  validationKeyAttr: 'validationKey', .// default validation
});

Using a subset of the event payload

When you configure idempotency for your Lambda function handler, Powertools will use the entire event payload for idempotency handling by hashing the object.

However, events from AWS services such as Amazon API Gateway or Amazon Simple Queue Service (Amazon SQS) often have generated fields, such as timestamp or requestId. This results in Powertools treating each event payload as unique.

To prevent that, create an IdempotencyConfig and configure which part of the payload should be hashed for the idempotency logic.

Create the IdempotencyConfig and set eventKeyJmespath to a key within your event payload:

import { IdempotencyConfig } from '@aws-lambda-powertools/idempotency';

// Extract the idempotency key from the request headers
const config = new IdempotencyConfig({
  eventKeyJmesPath: 'headers."X-Idempotency-Key"',
});

Use the X-Idempotency-Key header for your idempotency key. Subsequent invocations with the same header value will be idempotent.

You can then add the configuration to the makeIdempotent function wrapper from the previous example:

export const handler = makeIdempotent(
  async (event: Request, _context: Context): Promise<Response> => {
    try {
      const payment = … // create payment
      
	  return {
        paymentId: payment.id,
        message: 'success',
        statusCode: 200,
      };
    } catch (error) {
      throw new Error('Error creating payment');
    }
  },
  {
    persistenceStore,
    config
  }
);

The event payload should contain X-Idempotency-Key in the headers, so Powertools can use this field to handle idempotency:

{
  "version": "2.0",
  "routeKey": "ANY /createpayment",
  "rawPath": "/createpayment",
  "rawQueryString": "",
  "headers": {
    "Header1": "value1",
    "X-Idempotency-Key": "abcdefg"
  },
  "requestContext": {
    "accountId": "123456789012",
    "apiId": "api-id",
    "domainName": "id.execute-api.us-east-1.amazonaws.com",
    "domainPrefix": "id",
    "http": {
      "method": "POST",
      "path": "/createpayment",
      "protocol": "HTTP/1.1",
      "sourceIp": "ip",
      "userAgent": "agent"
    },
    "requestId": "id",
    "routeKey": "ANY /createpayment",
    "stage": "$default",
    "time": "10/Feb/2021:13:40:43 +0000",
    "timeEpoch": 1612964443723
  },
  "body": "{\"user\":\"xyz\",\"productId\":\"123456789\"}",
  "isBase64Encoded": false
}

There are other configuration options you can apply, such as payload validation, expiration duration, local caching, and others. See the Powertools for AWS Lambda (TypeScript) documentation for more information.

Customizing the AWS SDK configuration

The DynamoDBPersistenceLayer is built-in and allows you to store the idempotency data for all your requests. Under the hood, Powertools uses the AWS SDK for JavaScript v3. Change the SDK configuration by passing a clientConfig object.

The following sample sets the region to eu-west-1:

import { DynamoDBPersistenceLayer } from '@aws-lambda-powertools/idempotency/dynamodb';

const persistenceStore = new DynamoDBPersistenceLayer({
  tableName: 'IdempotencyTable',
  clientConfig: {
    region: 'eu-west-1',
  },
});

If you are using your own client, you can pass it the persistence layer:

import { DynamoDBPersistenceLayer } from '@aws-lambda-powertools/idempotency/dynamodb';
import { DynamoDBClient } from '@aws-sdk/client-dynamodb';

const ddbClient = new DynamoDBClient({ region: 'eu-west-1' });

const dynamoDBPersistenceLayer = new DynamoDBPersistenceLayer({
  tableName: 'IdempotencyTable',
  awsSdkV3Client: ddbClient,
});

Conclusion

Making your Lambda functions idempotent can be a challenge and, if not done correctly, can lead to duplicate data, inconsistencies, and a bad customer experience. This post shows how to use Powertools for AWS Lambda (TypeScript) to process your critical transactions only once when using AWS Lambda.

For more details on the Powertools idempotency feature and its configuration options, see the full documentation.

For more serverless learning resources, visit Serverless Land.

Building resilient serverless applications using chaos engineering

Post Syndicated from Marcia Villalba original https://aws.amazon.com/blogs/compute/building-resilient-serverless-applications-using-chaos-engineering/

This post is written by Suranjan Choudhury (Head of TME and ITeS SA) and Anil Sharma (Sr PSA, Migration) 

Chaos engineering is the process of stressing an application in testing or production environments by creating disruptive events, such as outages, observing how the system responds, and implementing improvements. Chaos engineering helps you create the real-world conditions needed to uncover hidden issues and performance bottlenecks that are challenging to find in distributed applications.

You can build resilient distributed serverless applications using AWS Lambda and test Lambda functions in real world operating conditions using chaos engineering.  This blog shows an approach to inject chaos in Lambda functions, making no change to the Lambda function code. This blog uses the AWS Fault Injection Simulator (FIS) service to create experiments that inject disruptions for Lambda based serverless applications.

AWS FIS is a managed service that performs fault injection experiments on your AWS workloads. AWS FIS is used to set up and run fault experiments that simulate real-world conditions to discover application issues that are difficult to find otherwise. You can improve application resilience and performance using results from FIS experiments.

The sample code in this blog introduces random faults to existing Lambda functions, like an increase in response times (latency) or random failures. You can observe application behavior under introduced chaos and make improvements to the application.

Approaches to inject chaos in Lambda functions

AWS FIS currently does not support injecting faults in Lambda functions. However, there are two main approaches to inject chaos in Lambda functions: using external libraries or using Lambda layers.

Developers have created libraries to introduce failure conditions to Lambda functions, such as chaos_lambda and failure-Lambda. These libraries allow developers to inject elements of chaos into Python and Node.js Lambda functions. To inject chaos using these libraries, developers must decorate the existing Lambda function’s code. Decorator functions wrap the existing Lambda function, adding chaos at runtime. This approach requires developers to change the existing Lambda functions.

You can also use Lambda layers to inject chaos, requiring no change to the function code, as the fault injection is separated. Since the Lambda layer is deployed separately, you can independently change the element of chaos, like latency in response or failure of the Lambda function. This blog post discusses this approach.

Injecting chaos in Lambda functions using Lambda layers

A Lambda layer is a .zip file archive that contains supplementary code or data. Layers usually contain library dependencies, a custom runtime, or configuration files. This blog creates an FIS experiment that uses Lambda layers to inject disruptions in existing Lambda functions for Java, Node.js, and Python runtimes.

The Lambda layer contains the fault injection code. It is invoked prior to invocation of the Lambda function and injects random latency or errors. Injecting random latency simulates real world unpredictable conditions. The Java, Node.js, and Python chaos injection layers provided are generic and reusable. You can use them to inject chaos in your Lambda functions.

The Chaos Injection Lambda Layers

Java Lambda Layer for Chaos Injection

Java Lambda Layer for Chaos Injection

The chaos injection layer for Java Lambda functions uses the JAVA_TOOL_OPTIONS environment variable. This environment variable allows specifying the initialization of tools, specifically the launching of native or Java programming language agents. The JAVA_TOOL_OPTIONS has a javaagent parameter that points to the chaos injection layer. This layer uses Java’s premain method and the Byte Buddy library for modifying the Lambda function’s Java class during runtime.

When the Lambda function is invoked, the JVM uses the class specified with the javaagent parameter and invokes its premain method before the Lambda function’s handler invocation. The Java premain method injects chaos before Lambda runs.

The FIS experiment adds the layer association and the JAVA_TOOL_OPTIONS environment variable to the Lambda function.

Python and Node.js Lambda Layer for Chaos Injection

Python and Node.js Lambda Layer for Chaos Injection

When injecting chaos in Python and Node.js functions, the Lambda function’s handler is replaced with a function in the respective layers by the FIS aws:ssm:start-automation-execution action. The automation, which is an SSM document, saves the original Lambda function’s handler to in AWS Systems Manager Parameter Store, so that the changes can be rolled back once the experiment is finished.

The layer function contains the logic to inject chaos. At runtime, the layer function is invoked, injecting chaos in the Lambda function. The layer function in turn invokes the Lambda function’s original handler, so that the functionality is fulfilled.

The result in all runtimes (Java, Python, or Node.js), is invocation of the original Lambda function with latency or failure injected. The observed changes are random latency or failure injected by the layer.

Once the experiment is completed, an SSM document is provided. This rolls back the layer’s association to the Lambda function and removes the environment variable, in the case of the Java runtime.

Sample FIS experiments using SSM and Lambda layers

In the sample code provided, Lambda layers are provided for Python, Node.js and Java runtimes along with sample Lambda functions for each runtime.

The sample deploys the Lambda layers and the Lambda functions, FIS experiment template, AWS Identity and Access Management (IAM) roles needed to run the experiment, and the AWS Systems Manger (SSM) Documents. AWS CloudFormation template is provided for deployment.

Step 1: Complete the prerequisites

  • To deploy the sample code, clone the repository locally:
    git clone https://github.com/aws-samples/chaosinjection-lambda-samples.git
  • Complete the prerequisites documented here.

Step 2: Deploy using AWS CloudFormation

The CloudFormation template provided along with this blog deploys sample code. Execute runCfn.sh.

When this is complete, it returns the StackId that CloudFormation created:

Step 3: Run the chaos injection experiment

By default, the experiment is configured to inject chaos in the Java sample Lambda function. To change it to Python or Node.js Lambda functions, edit the experiment template and configure it to inject chaos using steps from here.

Step 4: Start the experiment

From the FIS Console, choose Start experiment.

 Start experiment

Wait until the experiment state changes to “Completed”.

Step 5: Run your test

At this stage, you can inject chaos into your Lambda function. Run the Lambda functions and observe their behavior.

1. Invoke the Lambda function using the command below:

aws lambda invoke --function-name NodeChaosInjectionExampleFn out --log-type Tail --query 'LogResult' --output text | base64 -d

2. The CLI commands output displays the logs created by the Lambda layers showing latency introduced in this invocation.

In this example, the output shows that the Lambda layer injected 1799ms of random latency to the function.

The experiment injects random latency or failure in the Lambda function. Running the Lambda function again results in a different latency or failure. At this stage, you can test the application, and observe its behavior under conditions that may occur in the real world, like an increase in latency or Lambda function’s failure.

Step 6: Roll back the experiment

To roll back the experiment, run the SSM document for rollback. This rolls back the Lambda function to the state before chaos injection. Run this command:

aws ssm start-automation-execution \
--document-name “InjectLambdaChaos-Rollback” \
--document-version “\$DEFAULT” \
--parameters \
‘{“FunctionName”:[“FunctionName”],”LayerArn”:[“LayerArn”],”assumeRole”:[“RoleARN
”]}’ \
--region eu-west-2

Cleaning up

To avoid incurring future charges, clean up the resources created by the CloudFormation template by running the following CLI command. Update the stack name to the one you provided when creating the stack.

aws cloudformation delete-stack --stack-name myChaosStack

Using FIS Experiments results

You can use FIS experiment results to validate expected system behavior. An example of expected behavior is: “If application latency increases by 10%, there is less than a 1% increase in sign in failures.” After the experiment is completed, evaluate whether the application resiliency aligns with your business and technical expectations.

Conclusion

This blog explains an approach for testing reliability and resilience in Lambda functions using chaos engineering. This approach allows you to inject chaos in Lambda functions without changing the Lambda function code, with clear segregation of chaos injection and business logic. It provides a way for developers to focus on building business functionality using Lambda functions.

The Lambda layers that inject chaos can be developed and managed separately. This approach uses AWS FIS to run experiments that inject chaos using Lambda layers and test serverless application’s performance and resiliency. Using the insights from the FIS experiment, you can find, fix, or document risks that surface in the application while testing.

For more serverless learning resources, visit Serverless Land.

Best Practices for Writing Step Functions Terraform Projects

Post Syndicated from Patrick Guha original https://aws.amazon.com/blogs/devops/best-practices-for-writing-step-functions-terraform-projects/

Terraform by HashiCorp is one of the most popular infrastructure-as-code (IaC) platforms. AWS Step Functions is a visual workflow service that helps developers use AWS services to build distributed applications, automate processes, orchestrate microservices, and create data and machine learning (ML) pipelines. In this blog, we showcase best practices for users leveraging Terraform to deploy workflows, also known as Step Functions state machines. We will create a state machine using Workflow Studio for AWS Step Functions, deploy the state machine with Terraform, and introduce best operating practices on topics such as project structure, modules, parameter substitution, and remote state.

We recommend that you have a working understanding of both Terraform and Step Functions before going through this blog. If you are brand new to Step Functions and/or Terraform, please visit the Introduction to Terraform on AWS Workshop and the Terraform option in the Managing State Machines with Infrastructure as Code section of The AWS Step Functions Workshop to learn more.

Step Functions and Terraform Project Structure

One of the most important parts of any software project is its structure. It must be clear and well-organized for yourself or any member of your team to pick up and start coding efficiently. A Step Functions project using Terraform can potentially have many moving parts and components, so it is especially important to modularize and label wherever possible. Let’s take a look at a project structure that will allow for modularization, re-usability, and extensibility:

mkdir sfn-tf-example
cd sfn-tf-example
mkdir -p -- statemachine modules functions/first-function/src
touch main.tf outputs.tf variables.tf .gitignore functions/first-function/src/lambda.py
tree

Before moving forward, let’s analyze the directory, subdirectories, and files created above:

  • /statemachine will hold our Amazon States Language (ASL) JSON code describing the Step Functions state machine definition. This is where the orchestration logic will reside, so it is prudent to keep it separated from the infrastructure code. If you are deploying multiple state machines in your project, each definition will have its own JSON file. If you prefer, you can specify separate folders for each state machine to further modularize and isolate the logic.
  • /functions subdirectory includes the actual code for AWS Lambda functions used in our state machine. Keeping this code here will be much easier to read than writing it inline in our main.tf file.
  • The last subdirectory we have is /modules. Terraform modules are higher level abstracts explaining new concepts in your architecture. However, do not fall into the trap of making a custom module for everything. Doing so will make your code harder to maintain, and AWS provider resources will often suffice. There are also very popular modules that you can use from the Terraform Registry, such as Terraform AWS modules. Whenever possible, one should re-use modules to avoid code duplication in your project.
  • The remaining files in the root of the project are common to all Terraform projects. There are going to be hidden files created by your Terraform project after running terraform init, so we will include a .gitignore. What you include in .gitignore is largely dependent on your codebase and what your tools silently create in the background. In a later section, we will explicitly call out *.tfstate files in our .gitignore, and go over best practices for managing Terraform state securely and remotely.

Initial Code and Project Setup

We are going to create a simple Step Functions state machine that will only execute a single Lambda function. However, we will need to create the Lambda function that the state machine will reference. We first need to create our Lambda function code and save it in the following the directory structure and file mentioned above: functions/first-function/src/lambda.py.

import boto3

def lambda_handler(event, context):
# Minimal function for demo purposes
	return True

In Terraform, the main configuration file is named main.tf. This is the file that the Terraform CLI will look for in the local directory. Although you can break down your template into multiple .tf files, main.tf must be one of them. In this file, we will define the required providers and their minimum version, along with the resource definition of our template. In the example below, we define the minimum resources needed for a simple state machine that only executes a Lambda function. We define the two AWS Identity and Access Management (IAM) roles that our Lambda function and state machine will use, respectively. We define a data resource that zips the Lambda function code, which is then used in the Lambda function definition. Also notice that we use the aws_iam_policy_document data source throughout. Using the official IAM policy document means both your integrated development environment (IDE) and Terraform can see if your policy is malformed before running terraform apply. Finally, we define an Amazon CloudWatch Log group that will be used by the Lambda function to store its execution logs.

Terraform {
  required_providers {
    aws = {
      source  = "hashicorp/aws"
      version = "~>4.0"
    }
  }
}

provider "aws" {}

provider "random" {}

data "aws_caller_identity" "current_account" {}

data "aws_region" "current_region" {}

resource "random_string" "random" {
  length  = 4
  special = false
}

data "aws_iam_policy_document" "lambda_assume_role_policy" {
  statement {
    effect = "Allow"

    principals {
      type        = "Service"
      identifiers = ["lambda.amazonaws.com"]
    }

    actions = [
      "sts:AssumeRole",
    ]
  }
}

resource "aws_iam_role" "function_role" {
  assume_role_policy  = data.aws_iam_policy_document.lambda_assume_role_policy.json
  managed_policy_arns = ["arn:aws:iam::aws:policy/service-role/AWSLambdaBasicExecutionRole"]
}

# Create the function
data "archive_file" "lambda" {
  type        = "zip"
  source_file = "functions/first-function/src/lambda.py"
  output_path = "functions/first-function/src/lambda.zip"
}

resource "aws_kms_key" "log_group_key" {}

resource "aws_kms_key_policy" "log_group_key_policy" {
  key_id = aws_kms_key.log_group_key.id
  policy = jsonencode({
    Id = "log_group_key_policy"
    Statement = [
      {
        Action = "kms:*"
        Effect = "Allow"
        Principal = {
          AWS = "arn:aws:iam::${data.aws_caller_identity.current_account.account_id}:root"
        }

        Resource = "*"
        Sid      = "Enable IAM User Permissions"
      },
      {
        Effect = "Allow",
        Principal = {
          Service : "logs.${data.aws_region.current_region.name}.amazonaws.com"
        },
        Action = [
          "kms:Encrypt*",
          "kms:Decrypt*",
          "kms:ReEncrypt*",
          "kms:GenerateDataKey*",
          "kms:Describe*"
        ],
        Resource = "*"
      }
    ]
    Version = "2012-10-17"
  })
}

resource "aws_lambda_function" "test_lambda" {
  function_name    = "HelloFunction-${random_string.random.id}"
  role             = aws_iam_role.function_role.arn
  handler          = "lambda.lambda_handler"
  runtime          = "python3.9"
  filename         = "functions/first-function/src/lambda.zip"
  source_code_hash = data.archive_file.lambda.output_base64sha256
}

# Explicitly create the function’s log group to set retention and allow auto-cleanup
resource "aws_cloudwatch_log_group" "lambda_function_log" {
  retention_in_days = 1
  name              = "/aws/lambda/${aws_lambda_function.test_lambda.function_name}"
  kms_key_id        = aws_kms_key.log_group_key.arn
}

# Create an IAM role for the Step Functions state machine
data "aws_iam_policy_document" "state_machine_assume_role_policy" {
  statement {
    effect = "Allow"

    principals {
      type        = "Service"
      identifiers = ["states.amazonaws.com"]
    }

    actions = [
      "sts:AssumeRole",
    ]
  }
}

resource "aws_iam_role" "StateMachineRole" {
  name               = "StepFunctions-Terraform-Role-${random_string.random.id}"
  assume_role_policy = data.aws_iam_policy_document.state_machine_assume_role_policy.json
}

data "aws_iam_policy_document" "state_machine_role_policy" {
  statement {
    effect = "Allow"

    actions = [
      "logs:CreateLogStream",
      "logs:PutLogEvents",
      "logs:DescribeLogGroups"
    ]

    resources = ["${aws_cloudwatch_log_group.MySFNLogGroup.arn}:*"]
  }

  statement {
    effect = "Allow"
    actions = [
      "cloudwatch:PutMetricData",
      "logs:CreateLogDelivery",
      "logs:GetLogDelivery",
      "logs:UpdateLogDelivery",
      "logs:DeleteLogDelivery",
      "logs:ListLogDeliveries",
      "logs:PutResourcePolicy",
      "logs:DescribeResourcePolicies",
    ]
    resources = ["*"]
  }

  statement {
    effect = "Allow"

    actions = [
      "lambda:InvokeFunction"
    ]

    resources = ["${aws_lambda_function.test_lambda.arn}"]
  }

}

# Create an IAM policy for the Step Functions state machine
resource "aws_iam_role_policy" "StateMachinePolicy" {
  role   = aws_iam_role.StateMachineRole.id
  policy = data.aws_iam_policy_document.state_machine_role_policy.json
}

# Create a Log group for the state machine
resource "aws_cloudwatch_log_group" "MySFNLogGroup" {
  name_prefix       = "/aws/vendedlogs/states/MyStateMachine-"
  retention_in_days = 1
  kms_key_id        = aws_kms_key.log_group_key.arn
}

Workflow Studio and Terraform Integration

It is important to understand the recommended steps given the different tools we have available for creating Step Functions state machines. You should use a combination of Workflow Studio and local development with Terraform. This workflow assumes you will define all resources for your application within the same Terraform project, and that you will be leveraging Terraform for managing your AWS resources.

Workflow for creating Step Functions state machine via Terraform

Figure 1 – Workflow for creating Step Functions state machine via Terraform

  1. You will write the Terraform definition for any resources you intend to call with your state machine, such as Lambda functions, Amazon Simple Storage Service (Amazon S3) buckets, or Amazon DynamoDB tables, and deploy them using the terraform apply command. Doing this prior to using Workflow Studio will be useful in designing the first version of the state machine. You can define additional resources after importing the state machine into your local Terraform project.
  2. You can use Workflow Studio to visually design the first version of the state machine. Given that you should have created the necessary resources already, you can drag and drop all of the actions and states, link them, and see how they look. Finally, you can execute the state machine for testing purposes.
  3. Once your initial design is ready, you will export the ASL file and save it in your Terraform project. You can use the Terraform resource type aws_sfn_state_machine and reference the saved ASL file in the definition field.
  4. You will then need to parametrize the ASL file given that Terraform will dynamically name the resources, and the Amazon Resource Name (ARN) may eventually change. You do not want to hardcode an ARN in your ASL file, as this will make updating and refactoring your code more difficult.
  5. Finally, you deploy the state machine via Terraform by running terraform apply.

Simple changes should be made directly in the parametrized ASL file in your Terraform project instead of going back to Workflow Studio. Having the ASL file versioned as part of your project ensures that no manual changes break the state machine. Even if there is a breaking change, you can easily roll back to a previous version. One caveat to this is if you are making major changes to the state machine. In this case, taking advantage of Workflow Studio in the console is preferable.

However, you will most likely want to continue seeing a visual representation of the state machine while developing locally. The good news is that you have another option directly integrated into Visual Studio Code (VS Code) that visually renders the state machine, similar to Workflow Studio. This functionality is part of the AWS Toolkit for VS Code. You can learn more about the state machine integration with the AWS Toolkit for VS Code here. Below is an example of a parametrized ASL file and its rendered visualization in VS Code.

Step Functions state machine displayed visually in VS Code

Figure 2 – Step Functions state machine displayed visually in VS Code

Parameter Substitution

In the Terraform template, when you define the Step Functions state machine, you can either include the definition in the template or in an external file. Leaving the definition in the template can cause the template to be less readable and difficult to manage. As a best practice, it is recommended to keep the definition of the state machine in a separate file. This raises the question of how to pass parameters to the state machine. In order to do this, you can use the templatefile function of Terraform. The templatefile function reads a file and renders its content with the supplied set of variables. As shown in the code snippet below, we will use the templatefile function to render the state machine definition file with the Lambda function ARN and any other parameters to pass to the state machine.

resource "aws_sfn_state_machine" "sfn_state_machine" {
  name     = "MyStateMachine-${random_string.random.id}"
  role_arn = aws_iam_role.StateMachineRole.arn
  definition = templatefile("${path.module}/statemachine/statemachine.asl.json", {
    ProcessingLambda = aws_lambda_function.test_lambda.arn
    }
  )
  logging_configuration {
    log_destination        = "${aws_cloudwatch_log_group.MySFNLogGroup.arn}:*"
    include_execution_data = true
    level                  = "ALL"
  }
}

Inside the state machine definition, you have to specify a string template using the interpolation sequences delimited with ${}. Similar to the code snippet below, you will define the state machine with the variable name that will be passed by the templatefile function.

"Lambda Invoke": {
    "Type": "Task",
    "Resource": "arn:aws:states:::lambda:invoke",
    "Parameters": {
        "Payload.$": "$",
        "FunctionName": "${ProcessingLambda}"
    },
    "End": true
}

After the templatefile function runs, it will replace the variable ${ProcessingLambda} with the actual Lambda function ARN generated when the template is deployed.

Remote Terraform State Management

Every time you run Terraform, it stores information about the managed infrastructure and configuration in a state file. By default, Terraform creates the state file called terraform.tfstate in the local directory. As mentioned earlier, you will want to include any .tfstate files in your .gitignore file. This will ensure you do not commit it to source control, which could potentially expose secrets and would most likely lead to errors in state. If you accidentally delete this local file, Terraform cannot track the infrastructure that was previously created. In that case, if you run terraform apply on an updated configuration, Terraform will create it from scratch, which will lead to conflicts. It is recommended that you store the Terraform state remotely in secure storage to enable versioning, encryption, and sharing. Terraform supports storing state in S3 buckets by using the backend configuration block. In order to configure Terraform to write the state file to an S3 bucket, you need to specify the bucket name, the region, and the key name.

It is also recommended that you enable versioning in the S3 bucket and MFA delete to protect the state file from accidental deletion. In addition, you need to make sure that Terraform has the right IAM permissions on the target S3 bucket. In case you have multiple developers working with the same infrastructure simultaneously, Terraform can also use state locking to prevent concurrent runs against the same state. You can use a DynamoDB table to control locking. The DynamoDB table you use must have a partition key named LockID with type String, and Terraform must have the right IAM permissions on the table.

terraform {
    backend "s3" {
        bucket         = "mybucket"
        key            = "path/to/state/file"
        region         = "us-east-1"
        attach_deny_insecure_transport_policy = true # only allow HTTPS connections 
        encrypt        = true
        dynamodb_table = "Table-Name"
    }
}

With this remote state configuration, you will maintain the state securely stored in S3. With every change you apply to your infrastructure, Terraform will automatically pull the latest state from the S3 bucket, lock it using the DynamoDB table, apply the changes, push the latest state again to the S3 bucket and then release the lock.

Cleanup

If you were following along and deployed resources such as the Lambda function, the Step Functions state machine, the S3 bucket for backend state storage, or any of the other associated resources by running terraform apply, to avoid incurring charges on your AWS account, please run terraform destroy to tear these resources down and clean up your environment.

Conclusion

In conclusion, this blog provides a comprehensive guide to leveraging Terraform for deploying AWS Step Functions state machines. We discussed the importance of a well-structured project, initial code setup, integration between Workflow Studio and Terraform, parameter substitution, and remote state management. By following these best practices, developers can create and manage their state machines more effectively while maintaining clean, modular, and reusable code. Embracing infrastructure-as-code and using the right tools, such as Workflow Studio, VS Code, and Terraform, will enable you to build scalable and maintainable distributed applications, automate processes, orchestrate microservices, and create data and ML pipelines with AWS Step Functions.

If you would like to learn more about using Step Functions with Terraform, please check out the following patterns and workflows on Serverless Land and view the Step Functions Developer Guide.

About the authors

Ahmad Aboushady

Ahmad Aboushady is a Senior Technical Account Manager at AWS based in UAE. He works with Enterprise Support customers across the region to help them optimize their workloads on AWS and make the best out of their cloud journey.

Patrick Guha

Patrick Guha is a Solutions Architect at AWS based in Austin, TX. He supports non-profit, research customers focused on genomics, healthcare, and high-performance compute workloads in the cloud. Patrick has a BS in Electrical and Computer Engineering, and is currently working towards an MS in Engineering Management.

Aryam Gutierrez

Aryam Gutierrez is a Senior Partner Solutions Architect at AWS based in Madrid. He supports strategic partners to either build highly-scalable solutions or navigate through the various partner programs to differentiate their business, with the ultimate goal of growing business with AWS.

Building a secure webhook forwarder using an AWS Lambda extension and Tailscale

Post Syndicated from James Beswick original https://aws.amazon.com/blogs/compute/building-a-secure-webhook-forwarder-using-an-aws-lambda-extension-and-tailscale/

This post is written by Duncan Parsons, Enterprise Architect, and Simon Kok, Sr. Consultant.

Webhooks can help developers to integrate with third-party systems or devices when building event based architectures.

However, there are times when control over the target’s network environment is restricted or targets change IP addresses. Additionally, some endpoints lack sufficient security hardening, requiring a reverse proxy and additional security checks to inbound traffic from the internet.

It can be complex to set up and maintain highly available secure reverse proxies to inspect and send events to these backend systems for multiple endpoints. This blog shows how to use AWS Lambda extensions to build a cloud native serverless webhook forwarder to meet this need with minimal maintenance and running costs.

The custom Lambda extension forms a secure WireGuard VPN connection to a target in a private subnet behind a stateful firewall and NAT Gateway. This example sets up a public HTTPS endpoint to receive events, selectively filters, and proxies requests over the WireGuard connection. This example uses a serverless architecture to minimize maintenance overhead and running costs.

Example overview

The sample code to deploy the following architecture is available on GitHub. This example uses AWS CodePipeline and AWS CodeBuild to build the code artifacts and deploys this using AWS CloudFormation via the AWS Cloud Development Kit (CDK). It uses Amazon API Gateway to manage the HTTPS endpoint and the Lambda service to perform the application functions. AWS Secrets Manager stores the credentials for Tailscale.

To orchestrate the WireGuard connections, you can use a free account on the Tailscale service. Alternatively, set up your own coordination layer using the open source Headscale example.

Reference architecture

  1. The event producer sends an HTTP request to the API Gateway URL.
  2. API Gateway proxies the request to the Lambda authorizer function. It returns an authorization decision based on the source IP of the request.
  3. API Gateway proxies the request to the Secure Webhook Forwarder Lambda function running the Tailscale extension.
  4. On initial invocation, the Lambda extension retrieves the Tailscale Auth key from Secrets Manager and uses that to establish a connection to the appropriate Tailscale network. The extension then exposes the connection as a local SOCKS5 port to the Lambda function.
  5. The Lambda extension maintains a connection to the Tailscale network via the Tailscale coordination server. Through this coordination server, all other devices on the network can be made aware of the running Lambda function and vice versa. The Lambda function is configured to refuse incoming WireGuard connections – read more about the --shields-up command here.
  6. Once the connection to the Tailscale network is established, the Secure Webhook Forwarder Lambda function proxies the request over the internet to the target using a WireGuard connection. The connection is established via the Tailscale Coordination server, traversing the NAT Gateway to reach the Amazon EC2 instance inside a private subnet. The EC2 instance responds with an HTML response from a local Python webserver.
  7. On deployment and every 60 days, Secrets Manager rotates the Tailscale Auth Key automatically. It uses the Credential Rotation Lambda function, which retrieves the OAuth Credentials from Secrets Manager and uses these to create a new Tailscale Auth Key using the Tailscale API and stores the new key in Secrets Manager.

To separate the network connection layer logically from the application code layer, a Lambda extension encapsulates the code required to form the Tailscale VPN connection and make this available to the Lambda function application code via a local SOCK5 port. You can reuse this connectivity across multiple Lambda functions for numerous use cases by attaching the extension.

To deploy the example, follow the instructions in the repository’s README. Deployment may take 20–30 minutes.

How the Lambda extension works

The Lambda extension creates the network tunnel and exposes it to the Lambda function as a SOCKS5 server running on port 1055. There are three stages of the Lambda lifecycle: init, invoke, and shutdown.

Lambda extension deep dive

With the Tailscale Lambda extension, the majority of the work is performed in the init phase. The webhook forwarder Lambda function has the following lifecycle:

  1. Init phase:
    1. Extension Init – Extension connects to Tailscale network and exposes WireGuard tunnel via local SOCKS5 port.
    2. Runtime Init – Bootstraps the Node.js runtime.
    3. Function Init – Imports required Node.js modules.
  2. Invoke phase:
    1. The extension intentionally doesn’t register to receive any invoke events. The Tailscale network is kept online until the function is instructed to shut down.
    2. The Node.js handler function receives the request from API Gateway in 2.0 format which it then proxies to the SOCKS5 port to send the request over the WireGuard connection to the target. The invoke phase ends once the function receives a response from the target EC2 instance and optionally returns that to API Gateway for onward forwarding to the original event source.
  3. Shutdown phase:
    1. The extension logs out of the Tailscale network and logs the receipt of the shutdown event.
    2. The function execution environment is shut down along with the Lambda function’s execution environment.

Extension file structure

The extension code exists as a zip file along with some metadata set at the time the extension is published as an AWS Lambda layer. The zip file holds three folders:

  1. /extensions – contains the extension code and is the directory that the Lambda service looks for code to run when the Lambda extension is initialized.
  2. /bin –includes the executable dependencies. For example, within the tsextension.sh script, it runs the tailscale, tailscaled, curl, jq, and OpenSSL binaries.
  3. /ssl –stores the certificate authority (CA) trust store (containing the root CA certificates that are trusted to connect with). OpenSSL uses these to verify SSL and TLS certificates.

The tsextension.sh file is the core of the extension. Most of the code is run in the Lambda function’s init phase. The extension code is split into three stages. The first two stages relate to the Lambda function init lifecycle phase, with the third stage covering invoke and shutdown lifecycle phases.

Extension phase 1: Initialization

In this phase, the extension initializes the Tailscale connection and waits for the connection to become available.

The first step retrieves the Tailscale auth key from Secrets Manager. To keep the size of the extension small, the extension uses a series of Bash commands instead of packaging the AWS CLI to make the Sigv4 requests to Secrets Manager.

The temporary credentials of the Lambda function are made available as environment variables by the Lambda execution environment, which the extension uses to authenticate the Sigv4 request. The IAM permissions to retrieve the secret are added to the Lambda execution role by the CDK code. To optimize security, the secret’s policy restricts reading permissions to (1) this Lambda function and (2) Lambda function that rotates it every 60 days.

The Tailscale agent starts using the Tailscale Auth key. Both the tailscaled and tailscale binaries start in userspace networking mode, as each Lambda function runs in its own container on its own virtual machine. More information about userspace networking mode can be found in the Tailscale documentation.

With the Tailscale processes running, the process must wait for the connection to the Tailnet (the name of a Tailscale network) to be established and for the SOCKS5 port to be available to accept connections. To accomplish this, the extension simply waits for the ‘tailscale status’ command not to return a message with ‘stopped’ in it and then moves on to phase 2.

Extension phase 2: Registration

The extension now registers itself as initialized with the Lambda service. This is performed by sending a POST request to the Lambda service extension API with the events that should be forwarded to the extension.

The runtime init starts next (this initializes the Node.js runtime of the Lambda function itself), followed by the function init (the code outside the event handler). In the case of the Tailscale Lambda extension, it only registers the extension to receive ‘SHUTDOWN’ events. Once the SOCKS5 service is up and available, there is no action for the extension to take on each subsequent invocation of the function.

Extension phase 3: Event processing

To signal the extension is ready to receive an event, a GET request is made to the ‘next’ endpoint of the Lambda runtime API. This blocks the extension script execution until a SHUTDOWN event is sent (as that is the only event registered for this Lambda extension).

When this is sent, the extension logs out of the Tailscale service and the Lambda function shuts down. If INVOKE events are also registered, the extension processes the event. It then signals back to the Lambda runtime API that the extension is ready to receive another event by sending a GET request to the ‘next’ endpoint.

Access control

A sample Lambda authorizer is included in this example. Note that it is recommended to use the AWS Web Application Firewall service to add additional protection to your public API endpoint, as well as hardening the sample code for production use.

For the purposes of this demo, the implementation demonstrates a basic source IP CIDR range restriction, though you can use any property of the request to base authorization decisions on. Read more about Lambda authorizers for HTTP APIs here. To use the source IP restriction, update the CIDR range of the IPs you want to accept on the Lambda authorizer function AUTHD_SOURCE_CIDR environment variable.

Costs

You are charged for all the resources used by this project. The NAT Gateway and EC2 instance are destroyed by the pipeline once the final pipeline step is manually released to minimize costs. The AWS Lambda Power Tuning tool can help find the balance between performance and cost while it polls the demo EC2 instance through the Tailscale network.

The following result shows that 256 MB of memory is the optimum for the lowest cost of execution. The cost is estimated at under $3 for 1 million requests per month, once the demo stack is destroyed.

Power Tuning results

Conclusion

Using Lambda extensions can open up a wide range of options to extend the capability of serverless architectures. This blog shows a Lambda extension that creates a secure VPN tunnel using the WireGuard protocol and the Tailscale service to proxy events through to an EC2 instance inaccessible from the internet.

This is set up to minimize operational overhead with an automated deployment pipeline. A Lambda authorizer secures the endpoint, providing the ability to implement custom logic on the basis of the request contents and context.

For more serverless learning resources, visit Serverless Land.

Build streaming data pipelines with Amazon MSK Serverless and IAM authentication

Post Syndicated from Marvin Gersho original https://aws.amazon.com/blogs/big-data/build-streaming-data-pipelines-with-amazon-msk-serverless-and-iam-authentication/

Currently, MSK Serverless only directly supports IAM for authentication using Java. This example shows how to use this mechanism. Additionally, it provides a pattern creating a proxy that can easily be integrated into solutions built in languages other than Java.

The rising trend in today’s tech landscape is the use of streaming data and event-oriented structures. They are being applied in numerous ways, including monitoring website traffic, tracking industrial Internet of Things (IoT) devices, analyzing video game player behavior, and managing data for cutting-edge analytics systems.

Apache Kafka, a top-tier open-source tool, is making waves in this domain. It’s widely adopted by numerous users for building fast and efficient data pipelines, analyzing streaming data, merging data from different sources, and supporting essential applications.

Amazon’s serverless Apache Kafka offering, Amazon Managed Streaming for Apache Kafka (Amazon MSK) Serverless, is attracting a lot of interest. It’s appreciated for its user-friendly approach, ability to scale automatically, and cost-saving benefits over other Kafka solutions. However, a hurdle encountered by many users is the requirement of MSK Serverless to use AWS Identity and Access Management (IAM) access control. At the time of writing, the Amazon MSK library for IAM is exclusive to Kafka libraries in Java, creating a challenge for users of other programming languages. In this post, we aim to address this issue and present how you can use Amazon API Gateway and AWS Lambda to navigate around this obstacle.

SASL/SCRAM authentication vs. IAM authentication

Compared to the traditional authentication methods like Salted Challenge Response Authentication Mechanism (SCRAM), the IAM extension into Apache Kafka through MSK Serverless provides a lot of benefits. Before we delve into those, it’s important to understand what SASL/SCRAM authentication is. Essentially, it’s a traditional method used to confirm a user’s identity before giving them access to a system. This process requires users or clients to provide a user name and password, which the system then cross-checks against stored credentials (for example, via AWS Secrets Manager) to decide whether or not access should be granted.

Compared to this approach, IAM simplifies permission management across AWS environments, enables the creation and strict enforcement of detailed permissions and policies, and uses temporary credentials rather than the typical user name and password authentication. Another benefit of using IAM is that you can use IAM for both authentication and authorization. If you use SASL/SCRAM, you have to additionally manage ACLs via a separate mechanism. In IAM, you can use the IAM policy attached to the IAM principal to define the fine-grained access control for that IAM principal. All of these improvements make the IAM integration a more efficient and secure solution for most use cases.

However, for applications not built in Java, utilizing MSK Serverless becomes tricky. The standard SASL/SCRAM authentication isn’t available, and non-Java Kafka libraries don’t have a way to use IAM access control. This calls for an alternative approach to connect to MSK Serverless clusters.

But there’s an alternative pattern. Without having to rewrite your existing application in Java, you can employ API Gateway and Lambda as a proxy in front of a cluster. They can handle API requests and relay them to Kafka topics instantly. API Gateway takes in producer requests and channels them to a Lambda function, written in Java using the Amazon MSK IAM library. It then communicates with the MSK Serverless Kafka topic using IAM access control. After the cluster receives the message, it can be further processed within the MSK Serverless setup.

You can also utilize Lambda on the consumer side of MSK Serverless topics, bypassing the Java requirement on the consumer side. You can do this by setting Amazon MSK as an event source for a Lambda function. When the Lambda function is triggered, the data sent to the function includes an array of records from the Kafka topic—no need for direct contact with Amazon MSK.

Solution overview

This example walks you through how to build a serverless real-time stream producer application using API Gateway and Lambda.

For testing, this post includes a sample AWS Cloud Development Kit (AWS CDK) application. This creates a demo environment, including an MSK Serverless cluster, three Lambda functions, and an API Gateway that consumes the messages from the Kafka topic.

The following diagram shows the architecture of the resulting application including its data flows.

The data flow contains the following steps:

  1. The infrastructure is defined in an AWS CDK application. By running this application, a set of AWS CloudFormation templates is created.
  2. AWS CloudFormation creates all infrastructure components, including a Lambda function that runs during the deployment process to create a topic in the MSK Serverless cluster and to retrieve the authentication endpoint needed for the producer Lambda function. On destruction of the CloudFormation stack, the same Lambda function gets triggered again to delete the topic from the cluster.
  3. An external application calls an API Gateway endpoint.
  4. API Gateway forwards the request to a Lambda function.
  5. The Lambda function acts as a Kafka producer and pushes the message to a Kafka topic using IAM authentication.
  6. The Lambda event source mapping mechanism triggers the Lambda consumer function and forwards the message to it.
  7. The Lambda consumer function logs the data to Amazon CloudWatch.

Note that we don’t need to worry about Availability Zones. MSK Serverless automatically replicates the data across multiple Availability Zones to ensure high availability of the data.

The demo additionally shows how to use Lambda Powertools for Java to streamline logging and tracing and the IAM authenticator for the simple authentication process outlined in the introduction.

The following sections take you through the steps to deploy, test, and observe the example application.

Prerequisites

The example has the following prerequisites:

  • An AWS account. If you haven’t signed up, complete the following steps:
  • The following software installed on your development machine, or use an AWS Cloud9 environment, which comes with all requirements preinstalled:
  • Appropriate AWS credentials for interacting with resources in your AWS account.

Deploy the solution

Complete the following steps to deploy the solution:

  1. Clone the project GitHub repository and change the directory to subfolder serverless-kafka-iac:
git clone https://github.com/aws-samples/apigateway-lambda-msk-serverless-integration
cd apigateway-lambda-msk-serverless-integration/serverless-kafka-iac
  1. Configure environment variables:
export CDK_DEFAULT_ACCOUNT=$(aws sts get-caller-identity --query 'Account' --output text)
export CDK_DEFAULT_REGION=$(aws configure get region)
  1. Prepare the virtual Python environment:
python3 -m venv .venv

source .venv/bin/activate

pip3 install -r requirements.txt
  1. Bootstrap your account for AWS CDK usage:
cdk bootstrap aws://$CDK_DEFAULT_ACCOUNT/$CDK_DEFAULT_REGION
  1. Run cdk synth to build the code and test the requirements (ensure docker daemon is running on your machine):
cdk synth
  1. Run cdk deploy to deploy the code to your AWS account:
cdk deploy --all

Test the solution

To test the solution, we generate messages for the Kafka topics by sending calls through the API Gateway from our development machine or AWS Cloud9 environment. We then go to the CloudWatch console to observe incoming messages in the log files of the Lambda consumer function.

  1. Open a terminal on your development machine to test the API with the Python script provided under /serverless_kafka_iac/test_api.py:
python3 test-api.py

  1. On the Lambda console, open the Lambda function named ServerlessKafkaConsumer.

  1. On the Monitor tab, choose View CloudWatch logs to access the logs of the Lambda function.

  1. Choose the latest log stream to access the log files of the last run.

You can review the log entry of the received Kafka messages in the log of the Lambda function.

Trace a request

All components integrate with AWS X-Ray. With AWS X-Ray, you can trace the entire application, which is useful to identify bottlenecks when load testing. You can also trace method runs at the Java method level.

Lambda Powertools for Java allows you to shortcut this process by adding the @Trace annotation to a method to see traces on the method level in X-Ray.

To trace a request end to end, complete the following steps:

  1. On the CloudWatch console, choose Service map in the navigation pane.
  2. Select a component to investigate (for example, the Lambda function where you deployed the Kafka producer).
  3. Choose View traces.

  1. Choose a single Lambda method invocation and investigate further at the Java method level.

Implement a Kafka producer in Lambda

Kafka natively supports Java. To stay open, cloud native, and without third-party dependencies, the producer is written in that language. Currently, the IAM authenticator is only available to Java. In this example, the Lambda handler receives a message from an API Gateway source and pushes this message to an MSK topic called messages.

Typically, Kafka producers are long-living and pushing a message to a Kafka topic is an asynchronous process. Because Lambda is ephemeral, you must enforce a full flush of a submitted message until the Lambda function ends by calling producer.flush():

// Copyright Amazon.com, Inc. or its affiliates. All Rights Reserved.
// SPDX-License-Identifier: MIT-0
package software.amazon.samples.kafka.lambda;
 
// This class is part of the AWS samples package and specifically deals with Kafka integration in a Lambda function.
// It serves as a simple API Gateway to Kafka Proxy, accepting requests and forwarding them to a Kafka topic.
public class SimpleApiGatewayKafkaProxy implements RequestHandler<APIGatewayProxyRequestEvent, APIGatewayProxyResponseEvent> {
 
    // Specifies the name of the Kafka topic where the messages will be sent
    public static final String TOPIC_NAME = "messages";
 
    // Logger instance for logging events of this class
    private static final Logger log = LogManager.getLogger(SimpleApiGatewayKafkaProxy.class);
    
    // Factory to create properties for Kafka Producer
    public KafkaProducerPropertiesFactory kafkaProducerProperties = new KafkaProducerPropertiesFactoryImpl();
    
    // Instance of KafkaProducer
    private KafkaProducer<String, String>[KT1]  producer;
 
    // Overridden method from the RequestHandler interface to handle incoming API Gateway proxy events
    @Override
    @Tracing
    @Logging(logEvent = true)
    public APIGatewayProxyResponseEvent handleRequest(APIGatewayProxyRequestEvent input, Context context) {
        
        // Creating a response object to send back 
        APIGatewayProxyResponseEvent response = createEmptyResponse();
        try {
            // Extracting the message from the request body
            String message = getMessageBody(input);
 
            // Create a Kafka producer
            KafkaProducer<String, String> producer = createProducer();
 
            // Creating a record with topic name, request ID as key and message as value 
            ProducerRecord<String, String> record = new ProducerRecord<String, String>(TOPIC_NAME, context.getAwsRequestId(), message);
 
            // Sending the record to Kafka topic and getting the metadata of the record
            Future<RecordMetadata>[KT2]  send = producer.send(record);
            producer.flush();
 
            // Retrieve metadata about the sent record
            RecordMetadata metadata = send.get();
 
            // Logging the partition where the message was sent
            log.info(String.format("Message was send to partition %s", metadata.partition()));
 
            // If the message was successfully sent, return a 200 status code
            return response.withStatusCode(200).withBody("Message successfully pushed to kafka");
        } catch (Exception e) {
            // In case of exception, log the error message and return a 500 status code
            log.error(e.getMessage(), e);
            return response.withBody(e.getMessage()).withStatusCode(500);
        }
    }
 
    // Creates a Kafka producer if it doesn't already exist
    @Tracing
    private KafkaProducer<String, String> createProducer() {
        if (producer == null) {
            log.info("Connecting to kafka cluster");
            producer = new KafkaProducer<String, String>(kafkaProducerProperties.getProducerProperties());
        }
        return producer;
    }
 
    // Extracts the message from the request body. If it's base64 encoded, it's decoded first.
    private String getMessageBody(APIGatewayProxyRequestEvent input) {
        String body = input.getBody();
 
        if (input.getIsBase64Encoded()) {
            body = decode(body);
        }
        return body;
    }
 
    // Creates an empty API Gateway proxy response event with predefined headers.
    private APIGatewayProxyResponseEvent createEmptyResponse() {
        Map<String, String> headers = new HashMap<>();
        headers.put("Content-Type", "application/json");
        headers.put("X-Custom-Header", "application/json");
        APIGatewayProxyResponseEvent response = new APIGatewayProxyResponseEvent().withHeaders(headers);
        return response;
    }
}

Connect to Amazon MSK using IAM authentication

This post uses IAM authentication to connect to the respective Kafka cluster. For information about how to configure the producer for connectivity, refer to IAM access control.

Because you configure the cluster via IAM, grant Connect and WriteData permissions to the producer so that it can push messages to Kafka:

{
    “Version”: “2012-10-17”,
    “Statement”: [
        {            
            “Effect”: “Allow”,
            “Action”: [
                “kafka-cluster:Connect”
            ],
            “Resource”: “arn:aws:kafka:region:account-id:cluster/cluster-name/cluster-uuid “
        }
    ]
}
 
 
{
    “Version”: “2012-10-17”,
    “Statement”: [
        {            
            “Effect”: “Allow”,
            “Action”: [
                “kafka-cluster:Connect”,
                “kafka-cluster: DescribeTopic”,
            ],
            “Resource”: “arn:aws:kafka:region:account-id:topic/cluster-name/cluster-uuid/topic-name“
        }
    ]
}

This shows the Kafka excerpt of the IAM policy, which must be applied to the Kafka producer. When using IAM authentication, be aware of the current limits of IAM Kafka authentication, which affect the number of concurrent connections and IAM requests for a producer. Refer to Amazon MSK quota and follow the recommendation for authentication backoff in the producer client:

        Map<String, String> configuration = Map.of(
                “key.serializer”, “org.apache.kafka.common.serialization.StringSerializer”,
                “value.serializer”, “org.apache.kafka.common.serialization.StringSerializer”,
                “bootstrap.servers”, getBootstrapServer(),
                “security.protocol”, “SASL_SSL”,
                “sasl.mechanism”, “AWS_MSK_IAM”,
                “sasl.jaas.config”, “software.amazon.msk.auth.iam.IAMLoginModule required;”,
                “sasl.client.callback.handler.class”,
				“software.amazon.msk.auth.iam.IAMClientCallbackHandler”,
                “connections.max.idle.ms”, “60”,
                “reconnect.backoff.ms”, “1000”
        );

Additional considerations

Each MSK Serverless cluster can handle 100 requests per second. To reduce IAM authentication requests from the Kafka producer, place it outside of the handler. For frequent calls, there is a chance that Lambda reuses the previously created class instance and only reruns the handler.

For bursting workloads with a high number of concurrent API Gateway requests, this can lead to dropped messages. Although this might be tolerable for some workloads, for others this might not be the case.

In these cases, you can extend the architecture with a buffering technology like Amazon Simple Queue Service (Amazon SQS) or Amazon Kinesis Data Streams between API Gateway and Lambda.

To reduce latency, reduce cold start times for Java by changing the tiered compilation level to 1, as described in Optimizing AWS Lambda function performance for Java. Provisioned concurrency ensures that polling Lambda functions don’t need to warm up before requests arrive.

Conclusion

In this post, we showed how to create a serverless integration Lambda function between API Gateway and MSK Serverless as a way to do IAM authentication when your producer is not written in Java. You also learned about the native integration of Lambda and Amazon MSK on the consumer side. Additionally, we showed how to deploy such an integration with the AWS CDK.

The general pattern is suitable for many use cases where you want to use IAM authentication but your producers or consumers are not written in Java, but you still want to take advantage of the benefits of MSK Serverless, like its ability to scale up and down with unpredictable or spikey workloads or its little to no operational overhead of running Apache Kafka.

You can also use MSK Serverless to reduce operational complexity by automating provisioning and the management of capacity needs, including the need to constantly monitor brokers and storage.

For more serverless learning resources, visit Serverless Land.

For more information on MSK Serverless, check out the following:


About the Authors

Philipp Klose is a Global Solutions Architect at AWS based in Munich. He works with enterprise FSI customers and helps them solve business problems by architecting serverless platforms. In this free time, Philipp spends time with his family and enjoys every geek hobby possible.

Daniel Wessendorf is a Global Solutions Architect at AWS based in Munich. He works with enterprise FSI customers and is primarily specialized in machine learning and data architectures. In his free time, he enjoys swimming, hiking, skiing, and spending quality time with his family.

Marvin Gersho is a Senior Solutions Architect at AWS based in New York City. He works with a wide range of startup customers. He previously worked for many years in engineering leadership and hands-on application development, and now focuses on helping customers architect secure and scalable workloads on AWS with a minimum of operational overhead. In his free time, Marvin enjoys cycling and strategy board games.

Nathan Lichtenstein is a Senior Solutions Architect at AWS based in New York City. Primarily working with startups, he ensures his customers build smart on AWS, delivering creative solutions to their complex technical challenges. Nathan has worked in cloud and network architecture in the media, financial services, and retail spaces. Outside of work, he can often be found at a Broadway theater.

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

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

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

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

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

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

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

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

How cron jobs work

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

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

How cron jobs works

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

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

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

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

Tweet from Vercel announcing cron jobs

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

Cron jobs adoption

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

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

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

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

Validating the calls

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

Lambda invocations and duration dashboard

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

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

Marcia

AWS SAM support for HashiCorp Terraform now generally available

Post Syndicated from Eric Johnson original https://aws.amazon.com/blogs/compute/aws-sam-support-for-hashicorp-terraform-now-generally-available/

In November 2022, AWS announced the public preview of AWS Serverless Application Model (AWS SAM) support for HashiCorp Terraform. The public preview introduces a subset of features to help Terraform users test serverless applications locally. Today, AWS is announcing the general availability of Terraform support in AWS SAM. This GA release expands AWS SAM’s feature set to enhance the local development of serverless applications.

Terraform and AWS SAM are both open-source frameworks allowing developers to define infrastructure as code (IaC). Developers can version and share infrastructure definitions in the same way they share code. However, because AWS SAM is specifically designed for serverless, it includes a command line interface (CLI) designed for serverless development. The CLI enables developers to create, debug, and deploy serverless applications using local emulators along with build and deployment tools. In this release, AWS SAM is making a subset of those tools to Terraform users as well.

Terraform support

The public preview blog demonstrated the initial support for Terraform. This blog demonstrates AWS SAM’s expanded feature set for local development. The blog also simplifies the implementation by using the Serverless.tf modules for AWS Lambda functions and layers rather than the native Terraform resources.

Modules can build the deployment artifacts for the Lambda functions and layers. Additionally, the module automatically generates the metadata required by AWS SAM to interface with the Terraform resources. To use the native Terraform resources, refer to the preview blog for metadata configuration.

Downloading the code

To explore AWS SAM’s support for Terraform, visit the aws-sam-terraform-examples repository. Clone the repository and change to the ga directory to get started:

git clone https://github.com/aws-samples/aws-sam-terraform-examples

cd ga

In this directory, there are two demo applications. Both of the applications are identical except for api_gateway_v1 uses an Amazon API Gateway REST API (v1) and api_gateway_v2 uses an Amazon API Gateway HTTP API (v2). Choose one and change to the tf-resources folder in that directory.

cd api_gateway_v1/tf-resources

Unless indicated otherwise, examples in this post reference the api_gateway_v1 application.

Code structure

Code structure diagram

Code structure diagram

Terraform supports spreading IaC across multiple files. Because of this, developers often collect all the Terraform files in a single directory and keep the resource files elsewhere. The example applications are configured this way.

Any Terraform or AWS SAM command must run from the location of the main.tf file, in this case, the tf-resources directory. Because AWS SAM commands are generally run from the project root, AWS SAM has a command to support nested structures. If running the sam build command from a nested folder, pass the flag terraform-project-root-path with a relative or absolute path to the root of the project.

Local invoke

The preview version of Terraform supported local invocation but the team simplified the experience with support for Serverless.tf. The demonstration applications have two functions in them. A responder function is the backend integration for the API Gateway endpoints and the Auth function is a custom authorizer. Find both module definitions in the functions.tf file.

Responder function

module "lambda_function_responder" {
  source        = "terraform-aws-modules/lambda/aws"
  version       = "~> 6.0"
  timeout       = 300
  source_path   = "${path.module}/src/responder/"
  function_name = "responder"
  handler       = "app.open_handler"
  runtime       = "python3.9"
  create_sam_metadata = true
  publish       = true
  allowed_triggers = {
    APIGatewayAny = {
      service    = "apigateway"
      source_arn = "${aws_api_gateway_rest_api.api.execution_arn}/*/*"
    }
  }
}

There are two important parameters:

  • source_path, which points to a local folder. Because this is not a zip file, Serverless.tf builds the artifacts as needed.
  • create_sam_data, which generates the metadata required for AWS SAM to locate the necessary files and modules.

To invoke the function locally, run the following commands:

  1. Run build to run any build scripts
    sam build --hook-name terraform --terraform-project-root-path ../
  2. Run local invoke to invoke the desired Lambda function
    sam local invoke --hook-name terraform --terraform-project-root-path ../ 'module.lambda_function_responder.aws_lambda_function.this[0]’

Because the project is Terraform, the hook-name parameter with the value terraform is required to let AWS SAM know how to proceed. The function name is a combination of the module name and the resource type that it becomes. If you are unsure of the name, run the command without the name:

sam local invoke --hook-name terraform

AWS SAM evaluates the template. If there is only one function, AWS SAM proceeds to invoke it. If there are more than one, as is the case here, AWS SAM asks you which one and provides a list of options.

Example error text

Example error text

Auth function

The authorizer function requires some input data as a mock event. To generate a mock event for the api_gateway_v1 project:

sam local generate-event apigateway authorizer

For the api_gateway_v2 project use:

sam local generate-event apigateway request-authorizer

The resulting events are different because API Gateway REST and HTTP APIs can handle custom authorizers differently. In these examples, REST uses a standard token authorizer and returns the proper AWS Identity and Access Management (IAM) role. The HTTP API example uses a simple pass or fail option.

Each of the examples already has the properly formatted event for testing included at events/auth.json. To invoke the Auth function, run the following:

sam local invoke --hook-name terraform 'module.lambda_function_auth.aws_lambda_function.this[0]' -e events/auth.json

There is no need to run the sam build command again because the application has not changed.

Local start-api

You can now emulate a local version of API Gateway with the generally available release. Each of these examples have two endpoints. One endpoint is open and a custom authorizer secures the other. Both return the same response:

{
  “message”: “Hello TF World”,
  “location”: “ip address”
}

To start the local emulator, run the following:

sam local start-api –hook-name terraform

AWS SAM starts the emulator and exposes the two endpoints for local testing.

Open endpoint

Using curl, test the open endpoint:

curl --location http://localhost:3000/open

The local emulator processes the request and provides a response in the terminal window. The emulator also includes logs from the Lambda function.

Open endpoint example output

Open endpoint example output

Auth endpoint

Test the secure endpoint and pass the extra required header, myheader:

curl -v --location http://localhost:3000/secure --header 'myheader: 123456789'

The endpoint returns an authorized response with the “Hello TF World” messaging. Try the endpoint again with an invalid header value:

curl --location http://localhost:3000/secure --header 'myheader: IamInvalid'

The endpoint returns an unauthenticated response.

Unauthenticated response

Unauthenticated response

Parameters

There are several options when using AWS SAM with Terraform:

  • Hook-name: required for every command when working with Terraform. This informs AWS SAM that the project is a Terraform application.
  • Skip-prepare-infra: AWS SAM uses the terraform plan command identify and process all the required artifacts. However, it should only be run when new resources are added or modified. This option keeps AWS SAM from running the terraform plan command. If this flag is passed and a plan does not exist, AWS SAM ignores the flag and run the terraform plan command anyway.
  • Prepare-infra: forces AWS SAM to run the terraform plan command.
  • Terraform-project-root-path: overrides the current directory as the root of the project. You can use an absolute path (/path/to/project/root) or relative path (../ or ../../).
  • Terraform-plan-file: allows a developer to specify a specific Terraform plan file. This command also enables Terraform users to use local commands.

Combining these options can create long commands:

sam build --hook-name terraform --terraform-project-root-path ../

or

sam local invoke –hook-name terraform –skip-prepare-infra 'module.lambda_function_responder.aws_lambda_function.this[0]'

You can use the samconfig file to set defaults, shorten commands, and optimize the development process. Using the new samconfig YAML support, the file looks like this:

version: 0.1
default:
  global:
    parameters:
      hook_name: terraform
      skip_prepare_infra: true
  build:
    parameters:
      terraform_project_root_path: ../

By setting these defaults, the command is now shorter:

sam local invoke 'module.lambda_function_responder.aws_lambda_function.this[0]'

AWS SAM now knows it is a Terraform project and skips the preparation task unless the Terraform plan is missing. If a plan refresh is required, add the –prepare-infra flag to override the default setting.

Deployment and remote debugging

The applications in these projects are regular Terraform applications. Deploy them as any other Terraform project.

terraform plan
terraform apply

Currently, AWS SAM accelerate does not support Terraform projects. However, because Terraform deploys using the API method, serverless applications deploy quickly. Use a third party watch and the terraform apply –auto-approve command to approximate this experience.

For logging, take advantage of the sam logs command. Refer to the deploy output of the projects for an example of tailing the logs for one or all of the resources.

HashiCorp Cloud Platform

HashiCorp Cloud Platform allows developers to run deployments using a centralized location to maintain security and state. When developers run builds in the cloud, a local plan file is not available for AWS SAM to use in local testing and debugging. However, developers can generate a plan in the cloud and use the plan locally for development. For instructions, refer to the documentation.

Conclusion

HashiCorp Terraform is a popular IaC framework for building applications in the AWS Cloud. AWS SAM is an IaC framework and the CLI is specifically designed to help developers build serverless applications.

This blog covers the new AWS SAM support for Terraform and how developers can use them together to maximize the development experience. The blog covers locally invoking a single function, emulating API Gateway endpoints locally, and testing a Lambda authorizer locally before deploying. Finally, the blog deploys the application and uses AWS SAM to monitor the deployed resources.

For more serverless learning resources, visit Serverless Land.