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Open Source Middleware for the
     Cloud: WSO2 Stratos


 by
 Afkham Azeez
 Director of Architecture
 WSO2 Inc.
… the complete open source PaaS & CMP
Agenda

   What is a PaaS?
   What are the differentiations?
   What to look for in a PaaS?
   What is Stratos?
What is a middleware Platform?
What is a middleware Platform?
What is Platform as a Service?
The Key Players




                  7
What to look for in a PaaS (1/2)
• Lean
   • All the on-premise benefits are magnified in a cloud
   • Efficiency that is valuable in fixed deployments is
     invaluable in large dynamic deployments!
• Available on private, public, on-premise
   • Getting locked into a specific public PaaS will have long
     term repercussions
   • Open Source is a huge protection against this
• The correct set of core “services”
   • Not just App Server, but Identity, Registry, Data, Cache,
     ESB, BPMS, Billing, Logging, etc
What to look for in a PaaS (2/2)
• Open Standard interfaces to common services
• Self-service, multi-tenancy, elasticity, metering,
  incremental deployment and testing
• Offers a basis for both single-tenant and multi-
  tenant models
  • Lots of tenants each with their own stuff, and/or
  • One application that is offered to all or many tenants
Cloud Native Middleware
Cloud Middleware Platform and PaaS
   • A PaaS requires an underlying software base
     •   Cloud Middleware Platform (CMP), or
     •   Cloud Enabled Application Platform (CEAP – Gartner)
   • Not all PaaS have redistributable CMPs
   • The benefit of having a CMP is choice:
     •   Run your own PaaS in a private cloud
     •   More than one PaaS provider
   • Open PaaS / Open CMP fights lock-in
   • WSO2’s CMP = Stratos
                                                               11
   • WSO2’s PaaS = StratosLive
Stratos Overview

 • A full middleware platform available as a service, with self
   service
   • Fast provisioning
 • Based on OSGi
   • Modular, componentized, standard
 • Multi-tenant, Elastic, Metered and Billed
   • Effective and powerful
 • Available under the Apache License
    • Open Source, Open License, Open Development
StratosLive




              13
Complete PaaS

• Gartner is forecasting that it will be 2015 before
  vendors have true, integrated, complete CMP & PaaS
  frameworks
• We believe Stratos & StratosLive is that today!




                                                       14
Services available in Stratoslive
One Enterprise Platform wherever you need it:
 WSO2 Carbon               WSO2 Stratos                 WSO2 StratosLive

 On Premise:                In Private Cloud:             As a Service in the Public
 • In Production at         • A single managed            Cloud:
   Fortune 1000                platform                   • We manage, run and
   companies                • Elastic, Self-Service,         maintain your
 • Handling 1bn                Multi-tenant                  application platform
   transactions/day         • Accelerates your private    • Complete Pay as you
 • The only modular open       cloud beyond virtual          Use
   source middleware           machines to provide real   • ESB-as-a-Service
   stack                       Enterprise Cloud           • Governance-as-a-
 • Everything you need to      Services                      Service
   build Enterprise         • Use only what you need      • Identity-as-a-Service
   Applications                                           • With appropriate SLAs
 • From Core Logic to                                        and simple monthly
   Mobile Apps                                               billing
• A single code continuum
• Completely modular based on OSGi
• Complete Enterprise SOA Architecture:
    • AppServer, ESB, Governance, Portal, BPMS, BAM, Identity and more
• Supported 24x7 with phone, web and full SLAs
WSO2 Carbon & Stratos
User Experience of Stratos
Multi-tenancy
Multi-tenancy

• Three possible ways
  •   Machine per tenant
  •   VM per tenant
  •   Share machine/VM across tenants


• Challenges
  •   Data isolation
  •   Logic isolation
  •   Security
Achieving Tenant Isolation




•   Each Tenant is given a Security Domain
•   Each domain may have its own User Store and Permissions, thus
    have a set of users and permissions enabling users to access
    resources
•   Each domain is isolated and do not have access to other domains
Achieving Execution Isolation




•   Axis2 have stateless executions and keep all state in a
    Context.
•   Different contexts are created for each tenant
•   Lazy loaded
Security

• Tenants cannot write code with privilege
  operations
     • Otherwise tenants can write malicious code
     • Tenants can't write to file system, can't open port
     • Java Security Manager can be used to prevent it
     • Sandbox environment, similar to applets


• Only allow privilege operations to codes signed by
  a particular key
Identity
Every tenant has access to an Identity Service
Identity Server / Service
 •   Each tenant is identified by the @tenant-domain
 •   Each tenant admin can choose to manage their tenants
     user store either within the Stratos-internal LDAP store
     or using an external LDAP
 •   Bulk import
 •   Each tenant user has a OpenId/Infocard as well as
     SAML2 tokens
     • Single-signon & Single-Signoff
 •   SAML2 is used across the Stratos deployment to ensure a
     smooth transition (single sign-on) between Stratos
     services
     • SAML2 is also available as sign-on for webapps, gadgets and
       other user-deployed content
web.xml – Integrating Identity into WebApps

<login-config>
     <auth-method>BASIC</auth-method>
     <realm-name>Basic Auth</realm-name>
</login-config>


Automatically ties into Stratos Identity
Google Authentication

   Enable sign into Stratos using Google Apps
    username/password.
   For successful sign in using Google Apps,
       If a tenant does not exist, it will be created with the
        same name as Google Apps domain. The IdP of this
        domain is Google Apps
Login with Google Apps Domain
Direct Access From Gmail

   Google Apps administrator can add Stratos to your
    domain. Direct access to Stratos.
Cloud Data Solutions
WSO2 Cloud Data Solutions

•   WSO2 Data Server
    •   Carbonized Cassandra Cluster
    •   Database cluster
    •   Carbonized HDFS Cluster
•   <Data> PaaS Offerings
    •   Apache Cassandra as a Service
    •   Relational Database as a Service
    •   HDFS as a Service
•   We are also planning MapReduce as a Service as
    Future work.
Polyglot Data Architecture
Database as a Service




• Users can log in to the Stratos data page and create a Database
  and receive a JDBC URL.
• A DB will be allocated from an Amazon RDS cluster
  • Tenant isolation & and integrated with WSO2 Security model.
Column Family Storage as a Service




• Users can log in to the Web Console (both in Stratos and in WSO2
  Data Server) and create Cassandra key spaces.
Column Family Storage (Contd.)

•   Key spaces
    •   will be allocated from a Cassandra clusters
    •   they are isolated from other tenants in Stratos
    •   it is integrated with WSO2 Security model.
•   Users can manage and share his key spaces through Stratos Web
    Console and use those key spaces through Hector Client (Java
    Client for Cassandra)
•   In essence we provide
    •   Cassandra as a part of Stratos as a Service
    •   Multi-tenancy support
    •   Security integration with WSO2 security model
HDFS as a Service




•   Users can log in to the Stratos data page and create a
    HDFS volume (File system volume for user).
HDFS as a Service

• The volume
  • will be allocated from a HDFS cluster
  • they are isolated from other tenants in Stratos
  • it is integrated with WSO2 Security model.
• Users can manage and share his File system
  through Stratos Web Console and use the file
  system like any other file system.
Cloud Services Gateway
Elasticity
Elasticity

• Fault tolerance, High availability and scalability
• Traditional solution: Buying safety-net capacity
• Better Solution: Scale up and down
• Pay for the actual use
• Elastic, Service & tenant aware load balancer
Metering & Billing
Metering

•   Each services collects
       •   Number of service calls
       •   Request/response bandwidth
       •   Registry bandwidth (upload, download)
       •   Total registry space usage


•   Send above to BAM publishers, which sends the data to the
    BAM Service

•   BAM summarizes periodically

•   Summarized data will be accessible by Stratos Manager
Throttling


• Restrict tenants from using more than the allocated
  resources, depending on the usage plan
     • Number of users per tenant
     • Storage space
     • Number of requests to webapps, services etc
Usage Metering/Throttling
                         Usage Metering
  • Registry Resource Volume
  • Number of users
  • Appserver Service Bandwidths/Request Response count
  • ESB Mediation Data(Bandwidths Data)



                               Throttling
  • Number of users
  • Registry Resource Volume
  • Number of Request and Response counts
  • Service incoming and outgoing bandwidths
Stratos Billing

• Scheduled invoice generation

• Ability to view past invoices and the current(interim)
  invoice
• Securely pay the invoice via Paypal

• Notifies the customer via email on received payments
• Notifies the super-admin on customers exceeding the
  credit limit
• Presents a summary view to the super-admin
Logging
Distributed Logging

• Every service and custom applications logs are
  captured by the log4j/commons loggings settings
• Logs are partitioned & stored by tenant
• Logs are sent to the Manager service via syslog
• Logs are then viewable / downloadable by tenant
  admins
MT-Logging Deployment Architecture
Log Viewer – Stratos Manager {Super-Tenant}
Log Viewer – Stratos Data Services Server {Tenant User}
Messaging

• A full AMQP message broker
  •   Pub/Sub and Queuing
  •   Queues and Topics are partitioned by tenant
      • Authorized against the tenant identity store
• JMS
  •   Backed by a multi-tenant JNDI implementation based
      on our Registry
• Amazon SQS API
• WS-Eventing
Tooling
QUESTIONS
THANK YOU!

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Open Source Middleware for the Cloud: WSO2 Stratos

  • 1. Open Source Middleware for the Cloud: WSO2 Stratos by Afkham Azeez Director of Architecture WSO2 Inc.
  • 2. … the complete open source PaaS & CMP
  • 3. Agenda  What is a PaaS?  What are the differentiations?  What to look for in a PaaS?  What is Stratos?
  • 4. What is a middleware Platform?
  • 5. What is a middleware Platform?
  • 6. What is Platform as a Service?
  • 8. What to look for in a PaaS (1/2) • Lean • All the on-premise benefits are magnified in a cloud • Efficiency that is valuable in fixed deployments is invaluable in large dynamic deployments! • Available on private, public, on-premise • Getting locked into a specific public PaaS will have long term repercussions • Open Source is a huge protection against this • The correct set of core “services” • Not just App Server, but Identity, Registry, Data, Cache, ESB, BPMS, Billing, Logging, etc
  • 9. What to look for in a PaaS (2/2) • Open Standard interfaces to common services • Self-service, multi-tenancy, elasticity, metering, incremental deployment and testing • Offers a basis for both single-tenant and multi- tenant models • Lots of tenants each with their own stuff, and/or • One application that is offered to all or many tenants
  • 11. Cloud Middleware Platform and PaaS • A PaaS requires an underlying software base • Cloud Middleware Platform (CMP), or • Cloud Enabled Application Platform (CEAP – Gartner) • Not all PaaS have redistributable CMPs • The benefit of having a CMP is choice: • Run your own PaaS in a private cloud • More than one PaaS provider • Open PaaS / Open CMP fights lock-in • WSO2’s CMP = Stratos 11 • WSO2’s PaaS = StratosLive
  • 12. Stratos Overview • A full middleware platform available as a service, with self service • Fast provisioning • Based on OSGi • Modular, componentized, standard • Multi-tenant, Elastic, Metered and Billed • Effective and powerful • Available under the Apache License • Open Source, Open License, Open Development
  • 14. Complete PaaS • Gartner is forecasting that it will be 2015 before vendors have true, integrated, complete CMP & PaaS frameworks • We believe Stratos & StratosLive is that today! 14
  • 15. Services available in Stratoslive
  • 16. One Enterprise Platform wherever you need it: WSO2 Carbon  WSO2 Stratos  WSO2 StratosLive On Premise: In Private Cloud: As a Service in the Public • In Production at • A single managed Cloud: Fortune 1000 platform • We manage, run and companies • Elastic, Self-Service, maintain your • Handling 1bn Multi-tenant application platform transactions/day • Accelerates your private • Complete Pay as you • The only modular open cloud beyond virtual Use source middleware machines to provide real • ESB-as-a-Service stack Enterprise Cloud • Governance-as-a- • Everything you need to Services Service build Enterprise • Use only what you need • Identity-as-a-Service Applications • With appropriate SLAs • From Core Logic to and simple monthly Mobile Apps billing • A single code continuum • Completely modular based on OSGi • Complete Enterprise SOA Architecture: • AppServer, ESB, Governance, Portal, BPMS, BAM, Identity and more • Supported 24x7 with phone, web and full SLAs
  • 17. WSO2 Carbon & Stratos
  • 20. Multi-tenancy • Three possible ways • Machine per tenant • VM per tenant • Share machine/VM across tenants • Challenges • Data isolation • Logic isolation • Security
  • 21. Achieving Tenant Isolation • Each Tenant is given a Security Domain • Each domain may have its own User Store and Permissions, thus have a set of users and permissions enabling users to access resources • Each domain is isolated and do not have access to other domains
  • 22. Achieving Execution Isolation • Axis2 have stateless executions and keep all state in a Context. • Different contexts are created for each tenant • Lazy loaded
  • 23. Security • Tenants cannot write code with privilege operations • Otherwise tenants can write malicious code • Tenants can't write to file system, can't open port • Java Security Manager can be used to prevent it • Sandbox environment, similar to applets • Only allow privilege operations to codes signed by a particular key
  • 25. Every tenant has access to an Identity Service
  • 26. Identity Server / Service • Each tenant is identified by the @tenant-domain • Each tenant admin can choose to manage their tenants user store either within the Stratos-internal LDAP store or using an external LDAP • Bulk import • Each tenant user has a OpenId/Infocard as well as SAML2 tokens • Single-signon & Single-Signoff • SAML2 is used across the Stratos deployment to ensure a smooth transition (single sign-on) between Stratos services • SAML2 is also available as sign-on for webapps, gadgets and other user-deployed content
  • 27. web.xml – Integrating Identity into WebApps <login-config> <auth-method>BASIC</auth-method> <realm-name>Basic Auth</realm-name> </login-config> Automatically ties into Stratos Identity
  • 28. Google Authentication  Enable sign into Stratos using Google Apps username/password.  For successful sign in using Google Apps,  If a tenant does not exist, it will be created with the same name as Google Apps domain. The IdP of this domain is Google Apps
  • 29. Login with Google Apps Domain
  • 30. Direct Access From Gmail  Google Apps administrator can add Stratos to your domain. Direct access to Stratos.
  • 32. WSO2 Cloud Data Solutions • WSO2 Data Server • Carbonized Cassandra Cluster • Database cluster • Carbonized HDFS Cluster • <Data> PaaS Offerings • Apache Cassandra as a Service • Relational Database as a Service • HDFS as a Service • We are also planning MapReduce as a Service as Future work.
  • 34. Database as a Service • Users can log in to the Stratos data page and create a Database and receive a JDBC URL. • A DB will be allocated from an Amazon RDS cluster • Tenant isolation & and integrated with WSO2 Security model.
  • 35.
  • 36.
  • 37.
  • 38. Column Family Storage as a Service • Users can log in to the Web Console (both in Stratos and in WSO2 Data Server) and create Cassandra key spaces.
  • 39. Column Family Storage (Contd.) • Key spaces • will be allocated from a Cassandra clusters • they are isolated from other tenants in Stratos • it is integrated with WSO2 Security model. • Users can manage and share his key spaces through Stratos Web Console and use those key spaces through Hector Client (Java Client for Cassandra) • In essence we provide • Cassandra as a part of Stratos as a Service • Multi-tenancy support • Security integration with WSO2 security model
  • 40. HDFS as a Service • Users can log in to the Stratos data page and create a HDFS volume (File system volume for user).
  • 41. HDFS as a Service • The volume • will be allocated from a HDFS cluster • they are isolated from other tenants in Stratos • it is integrated with WSO2 Security model. • Users can manage and share his File system through Stratos Web Console and use the file system like any other file system.
  • 44. Elasticity • Fault tolerance, High availability and scalability • Traditional solution: Buying safety-net capacity • Better Solution: Scale up and down • Pay for the actual use • Elastic, Service & tenant aware load balancer
  • 46. Metering • Each services collects • Number of service calls • Request/response bandwidth • Registry bandwidth (upload, download) • Total registry space usage • Send above to BAM publishers, which sends the data to the BAM Service • BAM summarizes periodically • Summarized data will be accessible by Stratos Manager
  • 47. Throttling • Restrict tenants from using more than the allocated resources, depending on the usage plan • Number of users per tenant • Storage space • Number of requests to webapps, services etc
  • 48. Usage Metering/Throttling Usage Metering • Registry Resource Volume • Number of users • Appserver Service Bandwidths/Request Response count • ESB Mediation Data(Bandwidths Data) Throttling • Number of users • Registry Resource Volume • Number of Request and Response counts • Service incoming and outgoing bandwidths
  • 49. Stratos Billing • Scheduled invoice generation • Ability to view past invoices and the current(interim) invoice • Securely pay the invoice via Paypal • Notifies the customer via email on received payments • Notifies the super-admin on customers exceeding the credit limit • Presents a summary view to the super-admin
  • 50.
  • 52. Distributed Logging • Every service and custom applications logs are captured by the log4j/commons loggings settings • Logs are partitioned & stored by tenant • Logs are sent to the Manager service via syslog • Logs are then viewable / downloadable by tenant admins
  • 54. Log Viewer – Stratos Manager {Super-Tenant}
  • 55. Log Viewer – Stratos Data Services Server {Tenant User}
  • 56. Messaging • A full AMQP message broker • Pub/Sub and Queuing • Queues and Topics are partitioned by tenant • Authorized against the tenant identity store • JMS • Backed by a multi-tenant JNDI implementation based on our Registry • Amazon SQS API • WS-Eventing