openstack-manuals/doc/security-guide/ch004_book-introduction.xml
Don Domingo 5fca287eb5 Apply service name conventions for Block Storage
There are several instances of "Block Storage Service" in the
upstream documentation. As was recently clarified in the docs
mailing list, these should be "Block Storage service". This patch
applies the fix.

Change-Id: I591c100ab031b75f1c0d27d45f53e32401a26e30
Partial-Bug: #1217503
2014-03-26 15:31:17 +10:00

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<?xml version="1.0" encoding="UTF-8"?>
<chapter xmlns:xi="http://www.w3.org/2001/XInclude"
xmlns:xlink="http://www.w3.org/1999/xlink"
xmlns="http://docbook.org/ns/docbook"
xmlns:db="http://docbook.org/ns/docbook" version="5.0"
xml:id="ch004_book-introduction">
<?dbhtml stop-chunking?>
<title>Introduction to OpenStack</title>
<para>This guide provides security insight into OpenStack
deployments. The intended audience is cloud architects, deployers,
and administrators. In addition, cloud users will find the guide
both educational and helpful in provider selection, while auditors
will find it useful as a reference document to support their
compliance certification efforts. This guide is also recommended
for anyone interested in cloud security.</para>
<para>Each OpenStack deployment embraces a wide variety of
technologies, spanning Linux distributions, database systems,
messaging queues, OpenStack components themselves, access control
policies, logging services, security monitoring tools, and much
more. It should come as no surprise that the security issues
involved are equally diverse, and their in-depth analysis would
require several guides. We strive to find a balance, providing
enough context to understand OpenStack security issues and their
handling, and provide external references for further information.
The guide could be read from start to finish or sampled as
necessary like a reference.</para>
<para>We briefly introduce the kinds of clouds: private, public, and
hybrid before presenting an overview of the OpenStack components
and their related security concerns in the remainder of the
chapter.</para>
<section xml:id="ch004_book-introduction-idp117824">
<title>Cloud types</title>
<para>OpenStack is a key enabler in adoption of cloud technology
and has several common deployment use cases. These are commonly
known as Public, Private, and Hybrid models. The following
sections use the National Institute of Standards and Technology
(NIST) <link
xlink:href="http://csrc.nist.gov/publications/nistpubs/800-145/SP800-145.pdf"
>definition of cloud</link> to introduce these different types
of cloud as they apply to OpenStack.</para>
<section xml:id="ch004_book-introduction-idp119328">
<title>Public cloud</title>
<para>According to NIST, a public cloud is one in which the
infrastructure is open to the general public for consumption.
OpenStack public clouds are typically run by a service
provider and can be consumed by individuals, corporations, or
any paying customer. A public cloud provider may expose a full
set of features such as software-defined networking, block
storage, in addition to multiple instance types. Due to the
nature of public clouds, they are exposed to a higher degree
of risk. As a consumer of a public cloud you should validate
that your selected provider has the necessary certifications,
attestations, and other regulatory considerations. As a public
cloud provider, depending on your target customers, you may be
subject to one or more regulations. Additionally, even if not
required to meet regulatory requirements, a provider should
ensure tenant isolation as well as protecting management
infrastructure from external attacks.</para>
</section>
<section xml:id="ch004_book-introduction-idp121488">
<title>Private cloud</title>
<para>At the opposite end of the spectrum is the private cloud.
As NIST defines it, a private cloud is provisioned for
exclusive use by a single organization comprising multiple
consumers, such as business units. It may be owned, managed,
and operated by the organization, a third-party, or some
combination of them, and it may exist on or off premises.
Private cloud use cases are diverse, as such, their individual
security concerns vary.</para>
</section>
<section xml:id="ch004_book-introduction-idp123456">
<title>Community cloud</title>
<para>NIST defines a community cloud as one whose
 infrastructure is provisioned for the exclusive use by a
specific community of consumers from organizations that have
shared concerns. For example, mission, security requirements,
policy, and compliance considerations. It may be owned,
managed, and operated by one or more of the organizations in
the community, a third-party, or some combination of them, and
it may exist on or off premises.</para>
</section>
<section xml:id="ch004_book-introduction-idp125312">
<title>Hybrid cloud</title>
<para>A hybrid cloud is defined by NIST as a composition of two
or more distinct cloud infrastructures, such as private, community, or
public, that remain unique entities, but are bound together by
standardized or proprietary technology that enables data and
application portability, such as cloud bursting for load
balancing between clouds. For example an online retailer may
have their advertising and catalogue presented on a public
cloud that allows for elastic provisioning. This would enable
them to handle seasonal loads in a flexible, cost-effective
fashion. Once a customer begins to process their order, they
are transferred to the more secure private cloud backend that
is PCI compliant.</para>
<para>For the purposes of this document, we treat Community and
Hybrid similarly, dealing explicitly only with the extremes of
Public and Private clouds from a security perspective. Your
security measures depend where your deployment falls upon the
private public continuum.</para>
</section>
</section>
<section xml:id="ch004_book-introduction-idp128528">
<title>OpenStack service overview</title>
<para>OpenStack embraces a modular architecture to provide a set
of core services that facilitates scalability and elasticity as
core design tenets. This chapter briefly reviews OpenStack
components, their use cases and security considerations.</para>
<para><inlinemediaobject>
<imageobject role="html">
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fileref="static/marketecture-diagram.png" format="PNG"
scalefit="1"/>
</imageobject>
<imageobject role="fo">
<imagedata contentdepth="100%"
fileref="static/marketecture-diagram.png" format="PNG"
scalefit="1" width="100%"/>
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<section xml:id="ch004_book-introduction-idp134736">
<title>Compute</title>
<para>OpenStack Compute service (nova) provides services to
support the management of virtual machine instances at scale,
instances that host multi-tiered applications, dev/test
environments, "Big Data" crunching Hadoop clusters, and/or
high performance computing.</para>
<para>The Compute service facilitates this management through an
abstraction layer that interfaces with supported hypervisors,
which we address later on in more detail.</para>
<para>Later in the guide, we focus generically on the
virtualization stack as it relates to hypervisors.</para>
<para>For information about the current state of feature
support, see <link
xlink:href="https://wiki.openstack.org/wiki/HypervisorSupportMatrix"
>OpenStack Hypervisor Support Matrix</link>.</para>
<para>The security of Compute is critical for an OpenStack
deployment. Hardening techniques should include support for
strong instance isolation, secure communication between
Compute sub-components, and resiliency of public-facing
<glossterm>API</glossterm> endpoints.</para>
</section>
<section xml:id="ch004_book-introduction-idp138800">
<title>Object Storage</title>
<para>The OpenStack Object Storage Service (Swift) provides
support for storing and retrieving arbitrary data in the
cloud. The Object Storage Service provides both a native API
and an Amazon Web Services S3 compatible API. The service
provides a high degree of resiliency through data replication
and can handle petabytes of data.</para>
<para>It is important to understand that object storage differs
from traditional file system storage. It is best used for
static data such as media files (MP3s, images, videos),
virtual machine images, and backup files.</para>
<para>Object security should focus on access control and
encryption of data in transit and at rest. Other concerns may
relate to system abuse, illegal or malicious content storage,
and cross authentication attack vectors.</para>
</section>
<section xml:id="ch004_book-introduction-idp141536">
<title>Block Storage</title>
<para>The OpenStack Block Storage service (Cinder) provides
persistent block storage for compute instances. The Block
Storage service is responsible for managing the life-cycle of
block devices, from the creation and attachment of volumes to
instances, to their release.</para>
<para>Security considerations for block storage are similar to
that of object storage.</para>
</section>
<section xml:id="ch004_book-introduction-idp143424">
<title>OpenStack Networking</title>
<para>The OpenStack Networking Service (Neutron, previously
called Quantum) provides various networking services to cloud
users (tenants) such as IP address management,
<glossterm>DNS</glossterm>, <glossterm>DHCP</glossterm>,
load balancing, and security groups (network access rules,
like firewall policies). It provides a framework for software
defined networking (SDN) that allows for pluggable integration
with various networking solutions.</para>
<para>OpenStack Networking allows cloud tenants to manage their
guest network configurations. Security concerns with the
networking service include network traffic isolation,
availability, integrity and confidentiality.</para>
</section>
<section xml:id="ch004_book-introduction-idp145600">
<title>Dashboard</title>
<para>The OpenStack Dashboard Service (Horizon) provides a
web-based interface for both cloud administrators and cloud
tenants. Through this interface administrators and tenants can
provision, manage, and monitor cloud resources. Horizon is
commonly deployed in a public facing manner with all the usual
security concerns of public web portals.</para>
</section>
<section xml:id="ch004_book-introduction-idp147104">
<title>Identity Service</title>
<para>The OpenStack Identity Service (Keystone) is a <emphasis
role="bold">shared service</emphasis> that provides
authentication and authorization services throughout the
entire cloud infrastructure. The Identity Service has
pluggable support for multiple forms of authentication.</para>
<para>Security concerns here pertain to trust in authentication,
management of authorization tokens, and secure
communication.</para>
</section>
<section xml:id="ch004_book-introduction-idp149712">
<title>Image Service</title>
<para>The OpenStack Image Service (Glance) provides disk image
management services. The Image Service provides image
discovery, registration, and delivery services to the
Compute service, as needed.</para>
<para>Trusted processes for managing the life cycle of disk
images are required, as are all the previously mentioned
issues with respect to data security.</para>
</section>
<section xml:id="ch004_book-introduction-idp152400">
<title>Other supporting technology</title>
<para>OpenStack relies on messaging for internal communication
between several of its services. By default, OpenStack uses
message queues based on the Advanced Message Queue Protocol
(<glossterm>AMQP</glossterm>). Similar to most OpenStack
services, it supports pluggable components. Today the
implementation backend could be
<glossterm>RabbitMQ</glossterm>,
<glossterm>Qpid</glossterm>, or
<glossterm>ZeroMQ</glossterm>.</para>
<para>As most management commands flow through the message
queueing system, it is a primary security concern for any
OpenStack deployment. Message queueing security is discussed
in detail later in this guide.</para>
<para>Several of the components use databases though it is not
explicitly called out. Securing the access to the databases
and their contents is yet another security concern, and
consequently discussed in more detail later in this
guide.</para>
</section>
</section>
</chapter>