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Microservices Security in Action
Prabath Siriwardena and Nuwan Dias
  • MEAP began March 2019
  • Publication in Spring 2020 (estimated)
  • ISBN 9781617295959
  • 450 pages (estimated)
  • printed in black & white

An incredible piece of theorethical knowledge about security.

Gustavo Gomes
Unlike traditional enterprise applications, Microservices applications are collections of independent components that function as a system. Securing the messages, queues, and API endpoints requires new approaches to security both in the infrastructure and the code. Microservices Security in Action teaches you how to address microservices-specific security challenges throughout the system. This practical guide includes plentiful hands-on exercises using industry-leading open-source tools and examples using Java and Spring Boot.
Table of Contents detailed table of contents

Part 1: Overview

1 Microservices security landscape

1.1 How security works in a monolithic application

1.2 Challenges of securing microservices

1.2.1 The broader the attack surface, the higher the risk of attack

1.2.2 Distributed security screening may result in poor performance

1.2.3 Deployment complexities make bootstrapping trust among microservices a nightmare

1.2.4 Requests which span across multiple microservices are harder to trace

1.2.5 Immutability of containers challenges how you maintain service credentials and access-control policies

1.2.6 The distributed nature of microservices makes sharing user context harder

1.2.7 Polyglot architecture demands more security expertise on each development team

1.3 Key security fundamentals

1.3.1 Authentication protects your system against spoofing

1.3.2 Integrity protects your system from data tampering

1.3.3 Nonrepudiation: Do it once, and you own it forever

1.3.4 Confidentiality protects your systems from unintended information disclosure

1.3.5 Availability: Keep the system running, no matter what

1.3.6 Authorization: Nothing more than you’re supposed to do

1.4 Edge security

1.4.1 The role of an API gateway in a microservices deployment

1.4.2 Authentication at the edge

1.4.3 Authorization at the edge

1.4.4 Passing client/end-user context to upstream microservices

1.5 Securing service-to-service communication

1.5.1 Service-to-service authentication

1.5.2 Service-level authorization

1.5.3 Propagating user context between microservices

1.5.4 Crossing trust boundaries

1.6 Summary

2 First steps in securing microservices

2.1 Your first microservice

2.1.1 Downloading and installing the required software

2.1.2 Clone samples repository

2.1.3 Compiling the Order Processing microservice

2.1.4 Accessing the Order Processing microservice

2.1.5 What is inside the source code directory?

2.1.6 Understanding the source code of the microservice

2.2 Setting up an OAuth 2.0 server

2.2.1 The interactions with an authorization server

2.2.2 Running the OAuth2.0 authorization server

2.2.3 Getting an access token from the OAuth2.0 authorization server

2.2.4 Understanding the access token response

2.3 Securing a microservice with OAuth2.0

2.3.1 Security based on OAuth2.0

2.3.2 Running the sample

2.4 Invoking a secured microservice from a client application

2.5 Service-level-authorization with OAuth 2.0 scopes

2.5.1 Obtaining a scoped access token from the authorization server

2.5.2 Protecting access to a microservice with OAuth 2.0 scopes

2.6 Summary

Part 2: Edge Security

3 Securing north/south traffic with an API gateway

3.1 The need for an API gateway in a microservices deployment

3.1.1 Decoupling security from the microservice

3.1.2 The inherent complexities of microservice deployments make them harder to consume

3.1.3 The rawness of the microservices does not make them ideal for external exposure

3.2 Security at the edge

3.2.1 Understanding the consumer landscape of your microservices

3.2.2 Delegating access

3.2.3 Why not basic authentication to secure APIs?

3.2.4 Why not Mutual TLS to secure APIs?

3.2.5 Why OAuth 2.0?

3.3 Setting up an API gateway with Zuul

3.3.1 Compiling and running the Order Processing microservice

3.3.2 Compiling and running the Zuul proxy

3.3.3 Enabling OAuth 2.0-based security at the Zuul gateway

3.4 Securing communication between Zuul and the microservice

3.4.1 Preventing access through the firewall

3.4.2 Securing the communication between the API gateway and microservice by using mutual TLS

3.5 Summary

4 Accessing a secured microservice via a single-page application

4.1 Running a single-page application with Angular

4.1.1 Building and running an Angular application from the source code

4.1.2 Behind the scenes of a single-page application

4.2 Introducing an API gateway, and setting up cross-origin resource sharing (CORS)

4.2.1 Running the sample

4.2.2 The same-origin policy

4.2.3 Cross-origin resource sharing (CORS)

4.2.4 Inspecting the source that allows cross-origin requests

4.2.5 Proxying the resource server with an API gateway

4.3 Securing an SPA with OpenID Connect

4.3.1 Where does OpenID Connect fit in?

4.4 Federated authentication

4.4.1 Multiple trust domains

4.4.2 Building trust between domains

4.5 Summary

5 Engaging throttling, monitoring, and access control

5.1 Throttling at the API gateway with Zuul

5.1.1 Quota based throttling for applications

5.1.2 Fair usage policy for users

5.1.3 Running the sample to apply quota based throttling

5.1.4 Maximum handling capacity for microservices

5.1.5 Operation level throttling

5.1.6 Throttling the OAuth 2.0 token and authorize endpoints

5.1.7 Privilege based throttling

5.2 Monitoring and Analytics with Prometheus and Grafana

5.2.1 Monitoring the Order Processing microservice

5.2.2 Behind the scenes of using Prometheus for monitoring

5.3 Enforcing access control policies at the API gateway with Open Policy Agent (OPA)

5.3.1 Running Open Policy Agent (OPA) as a Docker container

5.3.2 Feeding OPA engine with data

5.3.3 Feeding OPA engine with access control policies

5.3.4 Evaluating OPA policies

5.3.5 Next steps in using OPA

5.4 Summary

Part 3: Service-to-Service Communication

6 Securing east/west traffic with certificates

6.1 Why use mTLS?

6.1.1 Building trust between a client and a server with a certificate authority

6.1.2 Mutual TLS helps the client and the server to identify each other

6.1.3 HTTPS versus TLS

6.2 Creating certificates to secure access to microservices

6.2.1 Creating a certificate authority (CA)

6.2.2 Generating keys for the Order Processing microservice

6.2.3 Generating keys for the inventory microservice

6.2.4 A single script to generate all the keys

6.3 Securing microservices with TLS

6.3.1 Running the Order Processing microservice over TLS

6.3.2 Running the Inventory microservice over TLS

6.3.3 Securing communication between two microservices with TLS

6.4 Engaging mTLS

6.5 Challenges in key management

6.5.1 Key provisioning and trust bootstrap

6.5.2 Certificate revocation

6.6 Key rotation

6.7 Monitoring key usage

6.8 Summary

7 Securing east/west traffic with JWT

7.1 Use cases for securing microservices with JWT

7.1.1 Sharing user context between microservices with a shared JWT

7.1.2 Sharing user context with a new JWT for each service to service interaction

7.1.3 Sharing user context between microservices in different trust domains

7.1.4 Self-issued JWTs

7.1.5 Nested JWTs

7.2 Setting up an STS to issue a JWT

7.3 Securing microservices with JWT

7.4 Using JWT as a data source to do access control

7.5 Securing service-to-service communication with JWT

7.6 Exchanging a JWT for a new one with a new audience

7.7 Summary

8 Securing east/west traffic over gRPC

8.1 Service to service communication over gRPC

8.2 Securing gRPC service-to-service communication with mTLS

8.2.1 Running the example with mTLS

8.3 Securing gRPC service-to service communications with JWT

8.4 Summary

9 Securing reactive microservices

9.1 Why reactive microservices?

9.2 Setting up Kafka as a message broker

9.3 Developing a microservice to push events to a topic in Kafka

9.4 Developing a microservice to read events from a Kafka topic

9.5 Using Transport Layer Security (TLS) to protect data in transit

9.5.1 Creating and signing the TLS keys and certificates for Kafka

9.5.2 Configuring TLS on the Kafka server

9.5.3 Configuring TLS on the microservices

9.6 Using mutual Transport Layer Security (mTLS) for authentication

9.7 Controlling access to Kafka topics with ACLs

9.7.1 Enabling ACLs on Kafka and identifying the clients

9.7.2 Defining ACLs on Kafka

9.8 Summary

Part 4: Secure Deployment

10 Conquering container security with Docker

10.1 Running Security Token Service on Docker

10.2 Managing secrets in a Docker container

10.2.1 Externalizing secrets from Docker images

10.2.2 Passing secrets as environment variables

10.2.3 Managing secrets in a Docker production deployment

10.3 Using Docker Content Trust (DCT) to sign and verify Docker images

10.3.1 The Update Framework (TUF)

10.3.2 Docker Content Trust

10.3.3 Generating keys

10.3.4 Signing with Docker Content Trust

10.3.5 Signature verification with Docker Content Trust

10.3.6 Type of keys used in Docker Content Trust

10.4 Running the Order Processing microservice on Docker

10.5 Running containers with limited privileges

10.5.1 Running a container with a non-root user

10.5.2 Dropping capabilities from the root user

10.6 Running Docker Bench for security

10.7 Securing access to Docker host

10.7.1 Enabling remote access to Docker daemon

10.7.2 Enabling mTLS at the Nginx server to secure access to Docker APIs

10.8 Security beyond containers

10.9 Summary

11 Securing microservices on Kubernetes

11.1 Running security token service (STS) on Kubernetes

11.1.1 Defining a Kubernetes deployment for the security token service in yaml

11.1.2 Creating the security token service deployment in Kubernetes

11.1.3 Troubleshooting the deployment

11.1.4 Exposing the security token service outside the Kubernetes cluster

11.2 Managing secrets in a Kubernetes environment

11.2.1 Using ConfigMap to externalize configurations in Kubernetes

11.2.2 Defining a ConfigMap for application.properties file

11.2.3 Defining ConfigMaps for keystore.jks and jwt.jks files

11.2.4 Defining a ConfigMap for keystore credentials

11.2.5 Creating ConfigMaps using kubectl client

11.2.6 Consuming ConfigMaps from a Kubernetes deployment

11.2.7 Loading keystores with an init container

11.3 Kubernetes secrets

11.3.1 The default token secret in every container

11.3.2 Updating security token service to use secrets

11.3.3 How does Kubernetes store Secrets?

11.4 Running the Order Processing microservice in Kubernetes

11.4.1 Creating ConfigMaps/Secrets for the Order Processing microservice

11.4.2 Creating a deployment for the Order Processing microservice

11.4.3 Creating a service for the Order Processing microservice

11.4.4 Testing the end-to-end flow

11.5 Running the Inventory microservice in Kubernetes

11.6 Using Kubernetes service accounts

11.6.1 Creating a service account and associating it with a pod

11.6.2 Benefits of running a pod under a custom service account

11.7 Role-based access control (RBAC) in Kubernetes

11.7.1 Talking to the Kubernetes API server from the security token service

11.7.2 Associating a service account with a ClusterRole

11.8 Summary

12 Securing microservices with Istio service mesh

12.1 Setting up the Kubernetes deployment

12.1.1 Enabling Istio auto injection

12.1.2 Clean up any previous work

12.1.3 Deploying microservices

12.1.4 Testing end-to-end flow

12.2 Enabling TLS termination at the Istio ingress gateway

12.2.1 Deploying TLS certificates to the Istio ingress gateway

12.2.2 Deploying VirtualServices

12.2.3 Defining a permissive authentication policy

12.2.4 Testing end-to-end flow

12.3 Securing service-to-service communication with mTLS

12.4 Securing service-to-service communication with JWT

12.4.1 Enforcing JWT authentication

12.4.2 How to use JWT in service-to-service communication

12.4.3 A closer look at JSON Web Key (JWK)

12.5 Enforcing authorization

12.5.1 A closer look at the JWT

12.5.2 Enforcing Role-base Access Control

12.6 Managing keys in Istio

12.6.1 Key rotation via volume mounts

12.6.2 Limitations in key rotation via volume mounts

12.6.3 Key provisioning and rotation with SDS

12.7 Summary

Part 5: Secure Development

13 Secure coding practices and automation

13.1 OWASP API security top 10

13.1.1 Broken Object Level Authorization

13.1.2 Broken Authentication

13.1.3 Excessive data exposure

13.1.4 Lack of resources and rate-limiting

13.1.5 Broken Function Level Authorization

13.1.6 Mass Assignment

13.1.7 Security misconfigurations

13.1.8 Injection

13.1.9 Improper asset management

13.1.10 Insufficient logging and monitoring

13.2 Running static code analysis

13.3 Integrating security testing with Jenkins

13.3.1 Setting up and running Jenkins with a build pipeline

13.4 Running dynamic analysis with OWASP ZAP

13.4.1 Passive Scanning versus Active Scanning

13.4.2 Performing penetration tests with ZAP

13.5 Summary

Appendixes

Appendix A: A Docker fundamentals

A.1 Docker overview

A.1.1 Containers prior to Docker

A.1.2 Docker adding value to Linux containers (LXC)

A.1.3 Virtual machines vs. containers

A.1.4 Running Docker on non-Linux operating systems

A.2 Installing Docker

A.3 Docker high-level architecture

A.4 Containerizing an application

A.4.1 What is a Docker image?

A.4.2 Building the application

A.4.3 Creating a Dockerfile

A.4.4 Building a Docker image

A.4.5 Running a container from a Docker image

A.5 Container name and container id

A.6 Docker registry

A.6.1 Docker Hub

A.6.2 Harbor

A.6.3 Docker cloud platforms and registries

A.7 Publishing to Docker Hub

A.8 Image name and image id

A.8.1 Docker images with no tags (or the latest tag)

A.8.2 Docker images with a tag

A.8.3 Working with 3rd party Docker registries

A.8.4 Docker Hub official and unofficial images

A.8.5 Image id

A.8.6 Pulling an image with the image id

A.9 Image layers

A.10 Container lifecycle

A.10.1 Create a container from an image

A.10.2 Start a container

A.10.3 Pause a running container

A.10.4 Stop a running container

A.10.5 Kill a container

A.10.6 Destroy a container

A.11 Deleting an image

A.12 Docker volumes

A.13 Docker internal architecture

A.13.1 Containerd

A.13.2 Containerd-Shim

A.13.3 Runc

A.13.4 Linux namespaces

A.13.5 Linux cgroups

A.14 What is happening behind the scenes of docker run?

A.15 Inspecting traffic between Docker client and host

A.16 Docker compose

A.17 Docker Swarm

A.18 Docker networking

A.18.1 Bridge networking

A.18.2 Host networking

A.18.3 No networking

A.18.4 Networking in a Docker production deployment

A.19 Moby project

Appendix B: B Kubernetes fundamentals

B.1 Kubernetes high-level architecture

B.1.1 Master node

B.1.2 Worker node

B.2 Basic constructs

B.2.1 A Pod, the smallest deployment unit in Kubernetes

B.2.2 A Node, a worker machine in Kubernetes

B.2.3 A Service, an abstraction over Kubernetes pods

B.2.4 A Deployment, represents your application in Kubernetes

B.2.5 A namespace, your home within a Kubernetes cluster

B.3 Getting started with Minikube

B.4 Kubernetes as a service

B.5 Getting started with Google Kubernetes Engine (GKE)

B.5.1 Installing gcloud

B.5.2 Installing kubectl

B.5.3 Setting up default setting for gcloud

B.5.4 Creating a Kubernetes cluster

B.5.5 Deleting a Kubernetes cluster

B.6 Creating a Kubernetes deployment

B.7 Behind the scenes of a deployment

B.8 Creating a Kubernetes Service

B.9 Behind the scenes of a Service

B.10 Scaling a Kubernetes deployment

B.11 Creating a Kubernetes namespace

B.12 Switching Kubernetes namespaces

B.13 Kubernetes objects

B.13.1 Managing Kubernetes objects

B.14 Exploring Kubernetes API server

B.15 Kubernetes resources

B.16 Kubernetes controllers

B.17 Ingress

B.18 Kubernetes internal communication

B.18.1 How kubectl run works?

B.18.2 How Kubernetes routes a request from an external client to a pod?

B.19 Managing configurations

B.19.1 Hard-coding configuration data into the Deployment definition

B.19.2 Introducing ConfigMaps

B.19.3 Consuming ConfigMaps from a Kubernetes Deployment and populate environment variables

B.19.4 Consuming ConfigMaps from a Kubernetes Deployment with volume mounts

Appendix C: C Service Mesh and Istio fundamentals

C.1 Why services mesh?

C.2 The natural evolution of microservices deployments

C.2.1 The service mesh architecture

C.2.2 Service mesh implementations

C.2.3 Service mesh vs. API gateway

C.3 Istio service mesh

C.4 Istio architecture

C.4.1 Istio data plane

C.4.2 Istio control plane

C.5 Setting up Istio in Google Kubernetes Engine (GKE)

C.6 What Istio brings into a Kubernetes cluster?

C.6.1 Kubernetes custom resource definitions (CRDs)

C.6.2 istio-system namespace

C.6.3 Control plane components

C.6.4 istio-ingressgateway service

C.6.5 istio-ingressgateway pod

C.6.6 Mesh policy

C.7 Setting up the Kubernetes deployment

C.8 Engaging Istio to STS and Order Processing microservice

C.8.1 Sidecar auto injection

C.8.2 Setting up iptables rules

C.8.3 Envoy sidecar proxy

C.9 Running the end-to-end sample

C.10 Updating Order Processing microservice with Istio configuration

C.10.1 Creating a Gateway resource

C.10.2 Creating a VirtualService resource for the Order Processing microservice and STS microservice

C.10.3 Running the end-to-end flow

C.10.4 Debugging Envoy proxy

Appendix D: D OAuth 2.0 and OpenID Connect

D.1 The access delegation problem

D.2 How does OAuth 2.0 fix the access delegation problem?

D.3 Actors of an OAuth 2.0 flow

D.3.1 The role of the resource server

D.3.2 The role of the client application

D.3.3 Who is the resource owner?

D.3.4 The role of the authorization server (AS)

D.4 Grant types

D.4.1 Client credentials grant type

D.4.2 Resource owner password grant type

D.4.3 Refresh token grant type

D.4.4 Authorization code grant type

D.4.5 Implicit grant type

D.5 Scopes bind capabilities to an OAuth 2.0 access token

D.6 Self-contained access tokens

D.7 What is OpenID Connect?

Appendix E: E Single-page application architecture

E.1 What is single-page application (SPA) architecture?

E.2 Benefits of a SPA over an MPA

E.3 Drawbacks of a SPA compared with an MPA

Appendix F: F Observability in a microservices deployment

F.1 The need for observability

F.2 The four pillars of observability

F.2.1 The importance of metrics in observability

F.2.2 The importance of tracing in observability

Appendix G: G Open Policy Agent

G.1 Key components in an access control system

G.2 What is Open Policy Agent (OPA)?

G.3 Open Policy Agent (OPA) high-level architecture

G.4 Deploying OPA as a Docker container

G.5 Protecting OPA server with Mutual Transport Layer Security (mTLS)

G.6 OPA policies

G.7 External data

G.7.1 Push data

G.7.2 Loading data from the file system

G.7.3 Overload

G.7.4 JSON Web Token (JWT)

G.7.5 Bundle API

G.7.6 Pull Data during Evaluation

G.8 OPA integrations

G.8.1 Istio mixer plugin

G.8.2 Kubernetes admission controller

G.8.3 Apache Kafka

G.9 OPA alternatives

Appendix H: H JSON Web Token (JWT)

H.1 What is a JSON Web Token (JWT)?

H.2 What does a JWT look like?

H.2.1 JWT expiration and issued time

H.2.2 An issuer of a JWT

H.2.3 The audience of a JWT

H.3 JSON Web Signature (JWS)

H.4 JSON Web Encryption (JWE)

Appendix I: I Secure Production Identity Framework For Everyone

I.1 What is SPIFFE?

I.2 How SPIFFE/SPIRE works?

Appendix J: J gRPC fundamentals

J.1 What is gRPC?

J.2 Understanding Protocol Buffers

J.3 Understanding HTTP/2 and its benefits over HTTP/1.x

J.3.1 Request response multiplexing and its performance benefits

J.3.2 Understanding binary framing and streams in HTTP/2

J.4 The different types of RPC available in gRPC

J.4.1 Understanding channels

J.4.2 Understanding request metadata

J.4.3 What is unary RPC?

J.4.4 What is server streaming RPC?

J.4.5 What is client streaming RPC?

J.4.6 What is bidirectional streaming RPC?

K.1 Creating a certificate authority (CA)

K.2 Generating keys for an application

About the Technology

In 2018, security breaches at Facebook, Saks Fifth Avenue, Panera, Orbitz, and numerous other organizations affected millions of customer records, surpassing the already staggering number of commercial security breaches in 2017. For the companies involved, these security failures stained their reputations, costing both money and priceless customer confidence.

As microservices continue to change enterprise application systems, developers and architects must learn to integrate security into their design and implementation. Because microservices are created as a system of independent components, each a possible point of failure, they can multiply the security risk. With proper planning, design, and implementation, you can reap the benefits of microservices while keeping your application data—and your company’s reputation—safe!

About the book

Microservices Security in Action teaches you how to secure your microservices applications code and infrastructure. After a straightforward introduction to the challenges of microservices security, you’ll learn fundamentals to secure both the application perimeter and service-to-service communication. Following a hands-on example, you’ll explore how to deploy and secure microservices behind an API gateway as well as how to access microservices accessed by a single-page application (SPA).

Along the way, authors and software security experts Prabath Siriwardena and Nuwan Dias shine a light on important concepts like throttling, analytics gathering, access control at the API gateway, and microservice-to-microservice communication. You’ll also discover how to securely deploy microservices using state-of-the-art technologies including Kubernetes, Docker, and the Istio service mesh. Lots of hands-on exercises secure your learning as you go, and this straightforward guide wraps up with a security process review and best practices. When you’re finished reading, you’ll be planning, designing, and implementing microservices applications with the priceless confidence that comes with knowing they’re secure!

What's inside

  • Key microservices security fundamentals
  • Securing service-to-service communication with mTLS and JWT
  • Deploying and securing microservices with Docker
  • Using Kubernetes security
  • Securing event-driven microservices
  • Using the Istio Service Mesh
  • Applying access control policies with OPA
  • Microservices security best practices
  • Building a single-page application to talk to microservices
  • Static code analysis, dynamic testing, and automatic security testing

About the reader

For developers well-versed in microservices design principles who have a basic familiarity with Java.

About the authors

Prabath Siriwardena is the vice president of security architecture at WSO2, a company that produces open source software, and has more than 12 years of experience in the identity management and security domain. Nuwan Dias is the director of API architecture at WSO2 and has worked in the software industry for more than 7 years, most of which he spent focusing on the API management domain. Both have helped build security designs for Fortune 500 companies including Boeing, Verizon, Nissan, HP, and GE.

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