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CLOUD FEDERATION 
Are We There Yet?
Why Do We Federate? 
Tim Bell - CERN
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 3 
CERN Users – A World Wide Community
LHC Computing is a World Wide Federation 
Tier 0 (CERN) 
– Data recording 
– Initial data reconstruction 
– Data distribution 
Tier 1 (11 + KISTI,Korea In Progress) 
– Permanent storage 
– Re-processing 
– Analysis 
– 10Gbit/s links 
Tier 2 (~150 centres) 
– Simulation 
– End-user analysis 
Overall 
– Approx 160 sites, 39 countries 
– 300,000 cores 
– 200PB storage 
– 2 million jobs/day 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 4 
Tier-2 sites 
(about 150) 
Tier-1 sites 
- - - - 10 Gbit/s links
How Could CERN & WLCG Use Federated Clouds? 
• Revise computing models 
– More flexibility than current hierarchical approach 
– Address software sustainability 
• Identity federation 
– Single account and password usable in other clouds 
– Managed by your home institute 
• Resources on demand within pledges 
– Project based accounting and quotas 
–Common APIs for experiment workflows 
• Competitive marketplace between Private, Public or Hosted clouds 
–Need to consider all cost factors (including networking and support) 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 5
CERN OpenLab in a Nutshell 
• A science – industry partnership to drive R&D and innovation 
started in 2001 
• Evaluate state-of-the-art technologies in a challenging 
environment and improve them 
• Test in a research environment today what will be used in 
many business sectors tomorrow 
• Train next generation of engineers/employees 
• Disseminate results and outreach to new audiences 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 6
The Future For Federation 
Chris Jackson - Rackspace 
@chriswiggy 
www.rackspace.co.uk/devops
•Explore the feasibility of federation of OpenStack clouds 
•Demonstrate federation of: 
–Rackspace Private to Rackspace Public 
–Rackspace Private to 3rd Party OpenStack 
–Rackspace Public to 3rd Party OpenStack 
• Delivered: 
–Rackspace Private to 3rd Party OpenStack 
–De-Scoped Public Cloud due to a delay in our Keystone v3 launch 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 8 
Our CERN OpenLab Project Summary 
RAX 
Public 
RAX 
Private 
CERN 
Private
Working With CERN 
•Shared passion for Open Source 
•A great partner and ally 
• Full perspective of problems 
• Aligned a community 
•Learned about BIG Big Data 
• Full geek out in the LHC! 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 9
Why Federate? 
10
What Do We Want To Enable? 
• Identity is just step one… 
• Imagine if: 
– You could define multi-cloud in a Heat template 
– Glance images we’re available to all your endpoints 
– Business rules could define where work was done 
– Scheduling was done based on cost or features 
• What if you could: 
– Resell spare capacity in your cloud? 
– Build spot trading platforms for cloud capacity? 
FEDERATION COMPLETES THE 
COMMODITIZATION OF INFRASTRUCTURE 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 11 
Service 
Catalogue 
Template 
Repos 
Rules 
Engine 
ORCHESTRATION 
… 
Cloud 1 Cloud 2 Cloud n 
IDENTITY & REPORTING 
Image 
Library 
Identity 
Provider 
Quota 
Logging
•Discussing OpenLab 2015 with CERN 
–Proof of Concept for Federated Heat Templates 
–Glance Image availability to all federated endpoints 
–Discuss options and impact of service catalogue aggregation 
–Aim for code to be available in Kilo release 
LOOKING FOR ENTHUSIASTS AND INTERESTED 
PARTIES TO JOIN US! 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 12 
What Are We Doing Next?
Technical Deep Dive 
Marek Denis - CERN
Hybrid Cloud & Federation 
As a user I want to use my single 
set of existing credentials to 
access services across multiple 
clouds.
Single local account 
Multiple cloud services 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 15 
Hybrid cloud & Federation 
Identity Provider 
(corporate 
LDAP/SQL) 
Service Provider 
(remote cloud) 
Service Provider 
(remote cloud) 
Service Provider 
(remote cloud) 
TRUST 
Service Provider 
(remote cloud)
Federation In Icehouse 
• Design Flows 
– Based on open standard federated protocol SAML2 
– Service Provider - OpenStack Identity Service (Keystone) 
– Identity Provider - SAML2 compatible Identity Management service 
– Authentication and authorization split 
– IdP has information about the user, not Keystone 
– Federated users are ephemeral 
• Requirements (OpenStack) 
– >=OpenStack Icehouse 
– >=python-keystoneclient 0.11.0 
– >=python-openstackclient 0.5 
– Identity API v3 
Service Provider 
(authZ) 
Keystone 
Identity Provider 
(authN) 
-Microsoft ADFS 
-IBM FIM 
-Shibboleth IdP
• Join or create your federation (administrative work involved) 
• Exchange Service Providers’ and Identity Providers’ metadata 
• Configure Apache webserver and Shibboleth Service Provider (NEW) 
• Enable federation extension in Keystone (NEW) 
• Prepare: 
– projects/domains 
– groups 
– create and/or assign roles to projects/domains and groups 
• Add & Configure: (NEW) 
– Trusted Identity Providers 
– Mappings 
– Protocols 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 17 
Cloud Federation – How?
Federated Authentication 
• No user in the cloud backend 
• Dynamic assertion processing 
• User’s roles are resolved by group 
membership 
• Once authenticated, an unscoped token 
is returned with a list of groups user is a 
member of 
• Token must be scoped to a project or 
domain 
• CADF as a way for accounting 
• (Still) No user in the cloud backend 
Identity Provider
Real Life Use Case 
CERN Active 
Directory 
TRUST 
IdP: CERN 
Mapping: CERN 
Protocol: saml2 
Peers metadata 
exchanged (shibboleth) 
Projects: developers 
Groups: developers 
ROLES 
group: developers 
project: developers 
GROUPS: 
developers: admin 
USERS: 
madenis 
USERS: 
admin
DEMO/VIDEO
• Modules like mod_shib/mod_mellon/others do the hard work for us: 
– parse SAML/OpenID Connect/ABFAB assertion 
– validate the signature 
– store the assertion attributes in environment 
• Keystone parses it’s own environment and applies mapping rules on it 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 22 
Mapping
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 23 
Mapping Engine 
Saml 
Assertion 
Keystone 
credentials 
LOGIN: madenis 
LANGUAGE: EN 
DEPARTMENT: IT/OIS 
FULLNAME: Marek Denis 
BLDGS:31;513;40 
[ 
{ "local”: 
[ { "user": { "name”: "{0}" } } ], 
"remote”: 
[ { "type": "LOGIN" } ] 
}, 
{ "local”: 
[ { "group": { "id": „devs" } } ], 
"remote”: 
[ { "type":“BLDGS”,"any_one_of":["1", "2", "31"] } ] 
} 
] 
{ 
“user_id”: 
“madenis” 
“groups”: [“devs”] 
}
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 24 
Mapping Rules – A Closer Look 
[ 
{ 
"local": [ 
{ "user": {"name": "{0}"} } 
], 
"remote": [ 
{ "type": "ADFS_LOGIN” } 
] 
}, 
{ 
"local": [ 
{ 
"group": { "id": "developers” } 
} 
], 
"remote":[ 
{ 
"type": "ADFS_DEP”, 
"any_one_of": ["IT/OIS"] 
}, 
{ 
"type": "ADFS_LANGUAGE", 
"any_one_of": ["PL", "EN"] 
} 
] 
} 
] 
Rule 
Map 0th attribute from ‘remote’ 
Use ADFS_LOGIN 
Rule 
Assign group “developers” 
If ADFS_DEP is “IT/OIS”… 
.... and ADFS_LANGUAGE is either “PL” or “EN”
• JSON 
• List of rules 
• Rule is a dictionary 
• Each rule has two items: 
– local 
– remote 
• Rules can be concatenated 
• One rule must map user id 
– Required for federated users identification 
– Keystone fails with HTTP 401 (Unauthorized) if username is not defined 
• Assertion attributes can be ‘;’ separated (e.g. list of users groups) 
• Mapping keywords: any_one_of, not_any_of 
• Mapping rules must be changed to reflect group/projects changes 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 25 
Mapping Rules 
{ 
"local": [ 
{ "user": {"name": "{0}"}}, 
{"group": { "id": "developers"}} 
], 
"remote":[ 
{ "type": "ADFS_DEP", 
"any_one_of": ["IT/OIS"] 
}, 
] 
}
• An Identity Provider can use only one mapping rules list 
• A mapping rules list can be used for many Identity Providers 
• It is a protocol that ties mapping and Identity Provider together 
• Make one rule for mapping unique username 
– user_id is the only way to distinguish your users and apply some accounting/metering/billing on them 
– make sure ids are unique across your IdPs 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 26 
Mapping Rules – Good Practices
• One federated token per cloud 
• Apache modules to handle federated protocols 
• No inter-cloud metering, image sharing, virtual networks 
Come and help with development, testing, 
evangelizing, documenting! 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 27 
Identity Federation Is Not Perfect (yet)
•Keystone2Keystone 
•Enhance mapping engine 
•Better token handling in keystoneclient 
•Explore OpenStack services? 
–nova 
–glance 
–neutron 
–heat 
RACKSPACE® HOSTING | WWW.RACKSPACE.COM 28 
What Next?
PLEASE JOIN OUR FEDERATION 
DESIGN SESSION! 
Wednesday, Nov 5th 
16:30 – 17:30 
Corot

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OpenStack Paris 2014 - Federation, are we there yet ?

  • 1. CLOUD FEDERATION Are We There Yet?
  • 2. Why Do We Federate? Tim Bell - CERN
  • 3. RACKSPACE® HOSTING | WWW.RACKSPACE.COM 3 CERN Users – A World Wide Community
  • 4. LHC Computing is a World Wide Federation Tier 0 (CERN) – Data recording – Initial data reconstruction – Data distribution Tier 1 (11 + KISTI,Korea In Progress) – Permanent storage – Re-processing – Analysis – 10Gbit/s links Tier 2 (~150 centres) – Simulation – End-user analysis Overall – Approx 160 sites, 39 countries – 300,000 cores – 200PB storage – 2 million jobs/day RACKSPACE® HOSTING | WWW.RACKSPACE.COM 4 Tier-2 sites (about 150) Tier-1 sites - - - - 10 Gbit/s links
  • 5. How Could CERN & WLCG Use Federated Clouds? • Revise computing models – More flexibility than current hierarchical approach – Address software sustainability • Identity federation – Single account and password usable in other clouds – Managed by your home institute • Resources on demand within pledges – Project based accounting and quotas –Common APIs for experiment workflows • Competitive marketplace between Private, Public or Hosted clouds –Need to consider all cost factors (including networking and support) RACKSPACE® HOSTING | WWW.RACKSPACE.COM 5
  • 6. CERN OpenLab in a Nutshell • A science – industry partnership to drive R&D and innovation started in 2001 • Evaluate state-of-the-art technologies in a challenging environment and improve them • Test in a research environment today what will be used in many business sectors tomorrow • Train next generation of engineers/employees • Disseminate results and outreach to new audiences RACKSPACE® HOSTING | WWW.RACKSPACE.COM 6
  • 7. The Future For Federation Chris Jackson - Rackspace @chriswiggy www.rackspace.co.uk/devops
  • 8. •Explore the feasibility of federation of OpenStack clouds •Demonstrate federation of: –Rackspace Private to Rackspace Public –Rackspace Private to 3rd Party OpenStack –Rackspace Public to 3rd Party OpenStack • Delivered: –Rackspace Private to 3rd Party OpenStack –De-Scoped Public Cloud due to a delay in our Keystone v3 launch RACKSPACE® HOSTING | WWW.RACKSPACE.COM 8 Our CERN OpenLab Project Summary RAX Public RAX Private CERN Private
  • 9. Working With CERN •Shared passion for Open Source •A great partner and ally • Full perspective of problems • Aligned a community •Learned about BIG Big Data • Full geek out in the LHC! RACKSPACE® HOSTING | WWW.RACKSPACE.COM 9
  • 11. What Do We Want To Enable? • Identity is just step one… • Imagine if: – You could define multi-cloud in a Heat template – Glance images we’re available to all your endpoints – Business rules could define where work was done – Scheduling was done based on cost or features • What if you could: – Resell spare capacity in your cloud? – Build spot trading platforms for cloud capacity? FEDERATION COMPLETES THE COMMODITIZATION OF INFRASTRUCTURE RACKSPACE® HOSTING | WWW.RACKSPACE.COM 11 Service Catalogue Template Repos Rules Engine ORCHESTRATION … Cloud 1 Cloud 2 Cloud n IDENTITY & REPORTING Image Library Identity Provider Quota Logging
  • 12. •Discussing OpenLab 2015 with CERN –Proof of Concept for Federated Heat Templates –Glance Image availability to all federated endpoints –Discuss options and impact of service catalogue aggregation –Aim for code to be available in Kilo release LOOKING FOR ENTHUSIASTS AND INTERESTED PARTIES TO JOIN US! RACKSPACE® HOSTING | WWW.RACKSPACE.COM 12 What Are We Doing Next?
  • 13. Technical Deep Dive Marek Denis - CERN
  • 14. Hybrid Cloud & Federation As a user I want to use my single set of existing credentials to access services across multiple clouds.
  • 15. Single local account Multiple cloud services RACKSPACE® HOSTING | WWW.RACKSPACE.COM 15 Hybrid cloud & Federation Identity Provider (corporate LDAP/SQL) Service Provider (remote cloud) Service Provider (remote cloud) Service Provider (remote cloud) TRUST Service Provider (remote cloud)
  • 16. Federation In Icehouse • Design Flows – Based on open standard federated protocol SAML2 – Service Provider - OpenStack Identity Service (Keystone) – Identity Provider - SAML2 compatible Identity Management service – Authentication and authorization split – IdP has information about the user, not Keystone – Federated users are ephemeral • Requirements (OpenStack) – >=OpenStack Icehouse – >=python-keystoneclient 0.11.0 – >=python-openstackclient 0.5 – Identity API v3 Service Provider (authZ) Keystone Identity Provider (authN) -Microsoft ADFS -IBM FIM -Shibboleth IdP
  • 17. • Join or create your federation (administrative work involved) • Exchange Service Providers’ and Identity Providers’ metadata • Configure Apache webserver and Shibboleth Service Provider (NEW) • Enable federation extension in Keystone (NEW) • Prepare: – projects/domains – groups – create and/or assign roles to projects/domains and groups • Add & Configure: (NEW) – Trusted Identity Providers – Mappings – Protocols RACKSPACE® HOSTING | WWW.RACKSPACE.COM 17 Cloud Federation – How?
  • 18. Federated Authentication • No user in the cloud backend • Dynamic assertion processing • User’s roles are resolved by group membership • Once authenticated, an unscoped token is returned with a list of groups user is a member of • Token must be scoped to a project or domain • CADF as a way for accounting • (Still) No user in the cloud backend Identity Provider
  • 19. Real Life Use Case CERN Active Directory TRUST IdP: CERN Mapping: CERN Protocol: saml2 Peers metadata exchanged (shibboleth) Projects: developers Groups: developers ROLES group: developers project: developers GROUPS: developers: admin USERS: madenis USERS: admin
  • 21.
  • 22. • Modules like mod_shib/mod_mellon/others do the hard work for us: – parse SAML/OpenID Connect/ABFAB assertion – validate the signature – store the assertion attributes in environment • Keystone parses it’s own environment and applies mapping rules on it RACKSPACE® HOSTING | WWW.RACKSPACE.COM 22 Mapping
  • 23. RACKSPACE® HOSTING | WWW.RACKSPACE.COM 23 Mapping Engine Saml Assertion Keystone credentials LOGIN: madenis LANGUAGE: EN DEPARTMENT: IT/OIS FULLNAME: Marek Denis BLDGS:31;513;40 [ { "local”: [ { "user": { "name”: "{0}" } } ], "remote”: [ { "type": "LOGIN" } ] }, { "local”: [ { "group": { "id": „devs" } } ], "remote”: [ { "type":“BLDGS”,"any_one_of":["1", "2", "31"] } ] } ] { “user_id”: “madenis” “groups”: [“devs”] }
  • 24. RACKSPACE® HOSTING | WWW.RACKSPACE.COM 24 Mapping Rules – A Closer Look [ { "local": [ { "user": {"name": "{0}"} } ], "remote": [ { "type": "ADFS_LOGIN” } ] }, { "local": [ { "group": { "id": "developers” } } ], "remote":[ { "type": "ADFS_DEP”, "any_one_of": ["IT/OIS"] }, { "type": "ADFS_LANGUAGE", "any_one_of": ["PL", "EN"] } ] } ] Rule Map 0th attribute from ‘remote’ Use ADFS_LOGIN Rule Assign group “developers” If ADFS_DEP is “IT/OIS”… .... and ADFS_LANGUAGE is either “PL” or “EN”
  • 25. • JSON • List of rules • Rule is a dictionary • Each rule has two items: – local – remote • Rules can be concatenated • One rule must map user id – Required for federated users identification – Keystone fails with HTTP 401 (Unauthorized) if username is not defined • Assertion attributes can be ‘;’ separated (e.g. list of users groups) • Mapping keywords: any_one_of, not_any_of • Mapping rules must be changed to reflect group/projects changes RACKSPACE® HOSTING | WWW.RACKSPACE.COM 25 Mapping Rules { "local": [ { "user": {"name": "{0}"}}, {"group": { "id": "developers"}} ], "remote":[ { "type": "ADFS_DEP", "any_one_of": ["IT/OIS"] }, ] }
  • 26. • An Identity Provider can use only one mapping rules list • A mapping rules list can be used for many Identity Providers • It is a protocol that ties mapping and Identity Provider together • Make one rule for mapping unique username – user_id is the only way to distinguish your users and apply some accounting/metering/billing on them – make sure ids are unique across your IdPs RACKSPACE® HOSTING | WWW.RACKSPACE.COM 26 Mapping Rules – Good Practices
  • 27. • One federated token per cloud • Apache modules to handle federated protocols • No inter-cloud metering, image sharing, virtual networks Come and help with development, testing, evangelizing, documenting! RACKSPACE® HOSTING | WWW.RACKSPACE.COM 27 Identity Federation Is Not Perfect (yet)
  • 28. •Keystone2Keystone •Enhance mapping engine •Better token handling in keystoneclient •Explore OpenStack services? –nova –glance –neutron –heat RACKSPACE® HOSTING | WWW.RACKSPACE.COM 28 What Next?
  • 29. PLEASE JOIN OUR FEDERATION DESIGN SESSION! Wednesday, Nov 5th 16:30 – 17:30 Corot

Editor's Notes

  1. It is becoming increasingly apparent that most organizations will need to use multiple clouds to effectively serve the range of workloads they will run. Whether they want a blend of low-cost, high-performance, secure or optimized for things like GPU work. However, even in the current phase of cloud adoption, we are seeing the complexity businesses are facing to integrate just one cloud into their business. Federation is an opportunity to re-use that initial integration for future clouds you want to run your business on, making multi-cloud a business benefit choice rather than a business cost one.