Split README documentation into multiple files inside the docs folder

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Jan-Eric Hellenberg
2021-07-29 14:24:59 +02:00
committed by Tobias Kantusch
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commit a1366a9f76
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README.md
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[![pipeline status](https://gitlab.hpi.de/codeocean/codemoon/poseidon/badges/main/pipeline.svg)](https://gitlab.hpi.de/codeocean/codemoon/poseidon/-/commits/main)
[![coverage report](https://gitlab.hpi.de/codeocean/codemoon/poseidon/badges/main/coverage.svg)](https://gitlab.hpi.de/codeocean/codemoon/poseidon/-/commits/main)
## Setup
If you haven't installed Go on your system yet, follow the [golang installation guide](https://golang.org/doc/install).
To get your local setup going, run `make bootstrap`. It will install all required dependencies as well as setting up our git hooks. Run `make help` to get an overview of available make targets.
The project can be compiled using `make build`. This should create a binary which can then be executed.
Alternatively, the `go run ./cmd/poseidon` command can be used to automatically compile and run the project.
### Docker
The CI builds a Docker image and pushes it to our Docker registry at `drp.codemoon.xopic.de`. In order to pull an image from the registry you have to login with `sudo docker login drp.codemoon.xopic.de`. Execute `sudo docker run -p 7200:7200 drp.codemoon.xopic.de/<image name>` to run the image locally. You can find the image name in the `dockerimage` CI job. You can then interact with the webserver on your local port 7200.
You can also build the Docker image locally by executing `make docker` in the root directory of this project. It builds the binary first and a container with the tag `poseidon:latest` afterwards. You can then start a Docker container with `sudo docker run --rm -p 7200:7200 poseidon:latest`.
### Linter
To lint our source code and ensure a common code style amongst our codebase we use [Golang CI Lint](https://golangci-lint.run/usage/install/#local-installation) as a linter. Use `make lint` to execute it.
### Git hooks
The repository contains a git pre-commit hook which runs the go formatting tool gofmt to ensure the code is formatted properly before committing. To enable them, run `make git-hooks`.
## Configuration
The file `config/config.go` contains a configuration struct containing all possible configuration options for Poseidon. The file also defines default values for most of the configuration options.
The options *can* be overridden with a yaml configuration file whose path can be configured with the flag `-config`. By default, Poseidon searches for `configuration.yaml` in the project root. `configuration.example.yaml` is an example for a configuration file and contains explanations for all options.
The options *can* also be overridden by environment variables. Currently, only the Go types `string`, `int`, `bool` and `struct` (nested) are implemented. The name of the environment variable is constructed as follows: `POSEIDON_(<name of nested struct>_)*<name of field>` (all letters are uppercase).
The precedence of configuration possibilities is:
1. Environment variables
1. Configuration file
1. Default values
If a value is not specified, the value of the subsequent possibility is used.
### Example
- The default value for the `Port` (type `int`) field in the `Server` field (type `struct`) of the configuration is `7200`.
- This can be overwritten with the following `configuration.yaml`:
```yaml
server:
port: 4000
```
- This can again be overwritten by the environment variable `POSEIDON_SERVER_PORT`. This can be done with `export POSEIDON_SERVER_PORT=5000`.
### Documentation
For the OpenAPI 3.0 definition of the API Poseidon provides, see [`swagger.yaml`](api/swagger.yaml).
For the OpenAPI 3.0 definition of the API Poseidon provides, see the [swagger.yaml](api/swagger.yaml).
### Authentication
For the rest of the documentation see the [docs folder](docs). It describes...
⚠️ Don't use authentication without TLS enabled, as otherwise the token will be transmitted in clear text.
#### Poseidon
⚠ We encourage you to enable authentication for this API. If disabled, everyone with access to your API has also indirectly access to your Nomad cluster as this API uses it.
The API supports authentication via an HTTP header. To enable it, specify the `server.token` value in the `configuration.yaml` or the corresponding environment variable `POSEIDON_SERVER_TOKEN`.
Once configured, all requests to the API, except the `health` route require the configured token in the `X-Poseidon-Token` header.
An example `curl` command with the configured token being `SECRET` looks as follows:
```bash
$ curl -H "X-Poseidon-Token: SECRET" http://localhost:7200/api/v1/some-protected-route
```
#### Nomad
⚠ Enabling access control in the Nomad cluster is also recommended, to avoid having unauthorized actors perform unwanted actions in the cluster. Instructions on setting up the cluster appropriately can be found in [the Nomad documentation](https://learn.hashicorp.com/collections/nomad/access-control).
Afterwards, it is recommended to create a specific [Access Policy](https://learn.hashicorp.com/tutorials/nomad/access-control-policies?in=nomad/access-control) for Poseidon with the minimal set of capabilities it needs for operating the cluster. A non-minimal example with complete permissions can be found [here](docs/poseidon_policy.hcl). Poseidon requires a corresponding [Access Token](https://learn.hashicorp.com/tutorials/nomad/access-control-tokens?in=nomad/access-control) to send commands to Nomad. A Token looks like this:
```text
Accessor ID = 463d3216-dc16-570f-380c-a48f5d26d955
Secret ID = ea1ac4c5-892b-0bcc-9fc5-5faeb5273a13
Name = Poseidon access token
Type = client
Global = false
Policies = [poseidon]
Create Time = 2021-07-26 12:45:11.437786378 +0000 UTC
Create Index = 246238
Modify Index = 246238
```
The `Secret ID` of the Token needs to be specified as the value of `nomad.token` value in the `configuration.yaml` or the corresponding environment variable `POSEIDON_NOMAD_TOKEN`. It may also be required for authentication in the Nomad Web UI and for using the Nomad CLI on the Nomad hosts (where the token can be specified via the `NOMAD_TOKEN` environment variable).
Once configured, all requests to the Nomad API automatically contain a `X-Nomad-Token` header containing the token.
⚠ Make sure that no (overly permissive) `anonymous` access policy is present in the cluster after the policy for Poseidon has been added. Anyone can perform actions as specified by this special policy without authenticating!
### TLS
We highly encourage the use of TLS in this API to increase the security.
#### Poseidon
To enable TLS, set `server.tls.active` or the corresponding environment variable to `true` and specify the `server.tls.certfile` and `server.tls.keyfile` options.
You can create a self-signed certificate to use with this API using the following command.
```shell
$ openssl req -x509 -nodes -newkey rsa:2048 -keyout server.rsa.key -out server.rsa.crt -days 3650
```
#### Nomad
To enable TLS between Poseidon and Nomad, TLS needs to be first activated in Nomad. See [the Nomad documentation](https://learn.hashicorp.com/collections/nomad/transport-security) for a guideline on how to do that.
Afterwards, it is *required* to set the `nomad.tls.active` config option to `true`, as Nomad will no longer accept any connections over HTTP. To make sure the authenticity of the Nomad host can be validated, the `nomad.tls.cafile` option has to point to a certificate of the signing authority.
If using mutual TLS between Poseidon and Nomad is desired, the `nomad.tls.certfile` and `nomad.tls.keyfile` options can hold a client certificate. This certificate must be signed by the same CA as the certificates of the Nomad hosts. Note that mTLS can (and should) be enforced by Nomad in this case using the [verify_https_client](https://www.nomadproject.io/docs/configuration/tls#verify_https_client) configuration option.
## Tests
As testing framework we use the [testify](https://github.com/stretchr/testify) toolkit.
Run `make test` to run the unit tests.
### E2E
For e2e tests we provide a separate package. E2e tests require the connection to a Nomad cluster.
Run `make e2e-tests` to run the e2e tests. This requires Poseidon to be already running.
Instead, you can run `make e2e-docker` to run the API in a Docker container, and the e2e tests afterwards.
You can use the `DOCKER_OPTS` variable to add additional arguments to the Docker run command that runs the API. By default, it is set to `-v $(shell pwd)/configuraton.yaml:/configuration.yaml`, which means, your local configuration file is mapped to the container. If you don't want this, use the following command.
```shell
$ make e2e-docker DOCKER_OPTS=""
```
### Mocks
For mocks we use [mockery](https://github.com/vektra/mockery). You can create a mock for the interface of your choice by running
```bash
make mock name=INTERFACE_NAME pkg=./PATH/TO/PKG
```
on a specific interface.
For example, for an interface called `ExecutorApi` in the package `nomad`, you might run
```bash
make mock name=ExecutorApi pkg=./nomad
```
If the interface changes, you can rerun this command (deleting the mock file first to avoid errors may be necessary).
Mocks can also be generated by using mockery directly on a specific interface. To do this, first navigate to the package the interface is defined in. Then run
```bash
mockery \
--name=<<interface_name>> \
--structname=<<interface_name>>Mock \
--filename=<<interface_name>>Mock.go \
--inpackage
```
For example, for an interface called `ExecutorApi` in the package `nomad`, you might run
```bash
mockery \
--name=ExecutorApi \
--structname=ExecutorAPIMock \
--filename=ExecutorAPIMock.go \
--inpackage
```
Note that per default, the mocks are created in a `mocks` sub-folder. However, in some cases (if the mock implements private interface methods), it needs to be in the same package as the interface it is mocking. The `--inpackage` flag can be used to avoid creating it in a subdirectory.
- some aspects of the [development workflow](docs/workflow.md) including setup guide. You should read this first when starting out with the project.
- [configuration](docs/configuration.md) of the system.
- [security configurations](docs/security.md) (how to active access control and TLS with Poseidon).
- [how Poseidon integrates Nomad](docs/nomad_usage.md) in its architecture.

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@ -5,7 +5,29 @@ Poseidon can be configured to suit different use cases.
## Poseidon
Poseidon's configuration options are described in the sample configuration file.
The file `config/config.go` contains a configuration struct containing all possible configuration options for Poseidon. The file also defines default values for most of the configuration options.
The options *can* be overridden with a yaml configuration file whose path can be configured with the flag `-config`. By default, Poseidon searches for `configuration.yaml` in the working directory. `configuration.example.yaml` is an example for a configuration file and contains explanations for all options.
The options *can* also be overridden by environment variables. Currently, only the Go types `string`, `int`, `bool` and `struct` (nested) are implemented. The name of the environment variable is constructed as follows: `POSEIDON_(<name of nested struct>_)*<name of field>` (all letters are uppercase).
The precedence of configuration possibilities is:
1. Environment variables
1. Configuration file
1. Default values
If a value is not specified, the value of the subsequent possibility is used.
### Example
- The default value for the `Port` (type `int`) field in the `Server` field (type `struct`) of the configuration is `7200`.
- This can be overwritten with the following `configuration.yaml`:
```yaml
server:
port: 4000
```
- Again, this can be overwritten by the environment variable `POSEIDON_SERVER_PORT`, e.g., using `export POSEIDON_SERVER_PORT=5000`.
## Nomad

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# Development
## Setup
If you haven't installed Go on your system yet, follow the [golang installation guide](https://golang.org/doc/install).
To get your local setup going, run `make bootstrap`. It will install all required dependencies as well as setting up our git hooks. Run `make help` to get an overview of available make targets.
The project can be compiled using `make build`. This should create a binary which can then be executed.
Alternatively, the `go run ./cmd/poseidon` command can be used to automatically compile and run the project.
## Tests
As testing framework we use the [testify](https://github.com/stretchr/testify) toolkit.
Run `make test` to run the unit tests.
### Mocks
For mocks we use [mockery](https://github.com/vektra/mockery). You can create a mock for the interface of your choice by running
```bash
make mock name=INTERFACE_NAME pkg=./PATH/TO/PKG
```
on a specific interface.
For example, for an interface called `ExecutorApi` in the package `nomad`, you might run
```bash
make mock name=ExecutorApi pkg=./nomad
```
If the interface changes, you can rerun this command (deleting the mock file first to avoid errors may be necessary).
Mocks can also be generated by using mockery directly on a specific interface. To do this, first navigate to the package the interface is defined in. Then run
```bash
mockery \
--name=<<interface_name>> \
--structname=<<interface_name>>Mock \
--filename=<<interface_name>>Mock.go \
--inpackage
```
For example, for an interface called `ExecutorApi` in the package `nomad`, you might run
```bash
mockery \
--name=ExecutorApi \
--structname=ExecutorAPIMock \
--filename=ExecutorAPIMock.go \
--inpackage
```
Note that per default, the mocks are created in a `mocks` sub-folder. However, in some cases (if the mock implements private interface methods), it needs to be in the same package as the interface it is mocking. The `--inpackage` flag can be used to avoid creating it in a subdirectory.
### End-to-end tests
For e2e tests we provide a separate package. e2e tests require the connection to a Nomad cluster.
Run `make e2e-tests` to run the e2e tests. This requires Poseidon to be already running.
Instead, you can run `make e2e-docker` to run the API in a Docker container, and the e2e tests afterwards.
You can use the `DOCKER_OPTS` variable to add additional arguments to the Docker run command that runs the API. By default, it is set to `-v $(shell pwd)/configuraton.yaml:/configuration.yaml`, which means, your local configuration file is mapped to the container. If you don't want this, use the following command.
```shell
$ make e2e-docker DOCKER_OPTS=""
```
## Coding Style
### Git hooks
The repository contains a git pre-commit hook which runs the go formatting tool `gofmt` to ensure the code is formatted properly before committing. To enable them, run `make git-hooks`.
### Linter
To lint our source code and ensure a common code style in the codebase we use [Golang CI Lint](https://golangci-lint.run/usage/install/#local-installation) as a linter. Use `make lint` to execute it.
## Continuous Integration
We use the Gitlab CI to automatically build the project, run unit and e2e-tests, perform an automated dependency check and deploy instances of the API.
### Docker
The CI builds a Docker image and pushes it to our Docker registry at `drp.codemoon.xopic.de`. In order to pull an image from the registry you have to login with `sudo docker login drp.codemoon.xopic.de`. Execute `sudo docker run -p 7200:7200 drp.codemoon.xopic.de/<image name>` to run the image locally. You can find the image name in the `dockerimage` CI job. You can then interact with the webserver on your local port 7200.
You can also build the Docker image locally by executing `make docker` in the root directory of this project. It builds the binary first and a container with the tag `poseidon:latest` afterwards. You can then start a Docker container with `sudo docker run --rm -p 7200:7200 poseidon:latest`.

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Nomad is structured in different levels of abstraction. Jobs are collected in namespaces. Each Job can contain several Task Groups. Each Task Group can contain several Tasks. Finally, Allocations map Task Groups to Nomad Clients. For more insights take a look at [the official description](https://www.nomadproject.io/docs/internals/architecture).
In our case, a Task is executed in a Docker container.
![Overview Poseidon-Nomad mapping](ressources/OverviewPoseidonNomadMapping.png)
![Overview Poseidon-Nomad mapping](resources/OverviewPoseidonNomadMapping.png)
## Execution environments as template Jobs

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# Security configurations
## Authentication
⚠️ Don't use authentication without TLS enabled, as otherwise the token will be transmitted in clear text.
### Poseidon
⚠️ We encourage you to enable authentication for this API. If disabled, everyone with access to your API has also indirectly access to your Nomad cluster as this API uses it.
The API supports authentication via an HTTP header. To enable it, specify the `server.token` value in the `configuration.yaml` or the corresponding environment variable `POSEIDON_SERVER_TOKEN`.
Once configured, all requests to the API, except the `health` route require the configured token in the `X-Poseidon-Token` header.
An example `curl` command with the configured token being `SECRET` looks as follows:
```bash
$ curl -H "X-Poseidon-Token: SECRET" http://localhost:7200/api/v1/some-protected-route
```
### Nomad
⚠️ Enabling access control in the Nomad cluster is also recommended, to avoid having unauthorized actors perform unwanted actions in the cluster. Instructions on setting up the cluster appropriately can be found in [the Nomad documentation](https://learn.hashicorp.com/collections/nomad/access-control).
Afterwards, it is recommended to create a specific [Access Policy](https://learn.hashicorp.com/tutorials/nomad/access-control-policies?in=nomad/access-control) for Poseidon with the minimal set of capabilities it needs for operating the cluster. A non-minimal example with complete permissions can be found [here](docs/poseidon_policy.hcl). Poseidon requires a corresponding [Access Token](https://learn.hashicorp.com/tutorials/nomad/access-control-tokens?in=nomad/access-control) to send commands to Nomad. A Token looks like this:
```text
Accessor ID = 463d3216-dc16-570f-380c-a48f5d26d955
Secret ID = ea1ac4c5-892b-0bcc-9fc5-5faeb5273a13
Name = Poseidon access token
Type = client
Global = false
Policies = [poseidon]
Create Time = 2021-07-26 12:45:11.437786378 +0000 UTC
Create Index = 246238
Modify Index = 246238
```
The `Secret ID` of the Token needs to be specified as the value of `nomad.token` value in the `configuration.yaml` or the corresponding environment variable `POSEIDON_NOMAD_TOKEN`. It may also be required for authentication in the Nomad Web UI and for using the Nomad CLI on the Nomad hosts (where the token can be specified via the `NOMAD_TOKEN` environment variable).
Once configured, all requests to the Nomad API automatically contain a `X-Nomad-Token` header containing the token.
⚠️ Make sure that no (overly permissive) `anonymous` access policy is present in the cluster after the policy for Poseidon has been added. Anyone can perform actions as specified by this special policy without authenticating!
## TLS
We highly encourage the use of TLS in this API to increase the security.
### Poseidon
To enable TLS, you need to create an appropriate certificate first. Then,
set `server.tls.active` or the corresponding environment variable to `true` and specify the `server.tls.certfile` and `server.tls.keyfile` options.
### Nomad
To enable TLS between Poseidon and Nomad, TLS needs to be first activated in Nomad. See [the Nomad documentation](https://learn.hashicorp.com/collections/nomad/transport-security) for a guideline on how to do that.
Afterwards, it is *required* to set the `nomad.tls.active` config option to `true`, as Nomad will no longer accept any connections over HTTP. To make sure the authenticity of the Nomad host can be validated, the `nomad.tls.cafile` option has to point to a certificate of the signing authority.
If using mutual TLS between Poseidon and Nomad is desired, the `nomad.tls.certfile` and `nomad.tls.keyfile` options can hold a client certificate. This certificate must be signed by the same CA as the certificates of the Nomad hosts. Note that mTLS can (and should) be enforced by Nomad in this case using the [verify_https_client](https://www.nomadproject.io/docs/configuration/tls#verify_https_client) configuration option.