annotate Sphinx/source/plugins/object-storage.rst @ 1083:e1f7f1e2d148

document AWS_EC2_METADATA_DISABLED
author Sebastien Jodogne <s.jodogne@gmail.com>
date Tue, 25 Jun 2024 12:54:16 +0200
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children 337bbecf74c0
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1 .. _object-storage:
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2
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3
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4 Cloud Object Storage plugins
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5 ============================
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6
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7 .. contents::
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8
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9 Release notes
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10 -------------
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11
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12 Release notes are available `here
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13 <https://orthanc.uclouvain.be/hg/orthanc-object-storage/file/default/NEWS>`__.
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14
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15 Introduction
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16 ------------
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17
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18 These 3 plugins enable storing the Orthanc files into `object storage
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19 <https://en.wikipedia.org/wiki/Object_storage>`__ at the 3 public
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20 cloud providers: `AWS <https://aws.amazon.com/s3/>`__, `Azure
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21 <https://azure.microsoft.com/en-us/services/storage/blobs/>`__, and
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22 `Google Cloud <https://cloud.google.com/storage>`__.
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23
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24 Storing Orthanc files in object storage and your index SQL in a
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25 managed database allows you to have a stateless Orthanc that does not
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26 store any data in its local file system, which is highly recommended
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27 when deploying an application in the cloud.
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28
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29
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30 Pre-compiled binaries
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31 ---------------------
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32
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33 These 3 plugins are provided as part of the ``orthancteam/orthanc`` :ref:`Docker images <docker-orthancteam>`.
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34 The AWS plugin is available in the default Docker images while the Azure and Google plugins are available
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35 in the ``-full`` images.
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36
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37 The Azure plugin is also available as part of the `Windows Installer
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38 <https://orthanc.uclouvain.be/downloads/windows-64/installers/index.html>`__
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39 (only for 64bits platform).
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40
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41 These plugins are used to interface Orthanc with commercial and
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42 proprietary cloud services that you accept to pay. As a consequence,
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43 the Orthanc project usually doesn't freely update them or fix them
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44 unless the requester purchases a support contract, e.g., at `Orthanc
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45 Team <https://orthanc.team>`__.
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46
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47 Although you are obviously free to compile these plugins by
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48 yourself (instructions are given below), purchasing such support
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49 contracts makes the Orthanc project sustainable in the long term, to
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50 the benefit of the worldwide community of medical imaging.
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51
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52
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53 Configuration
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54 -------------
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55
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56 .. highlight:: json
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57
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58 AWS S3 plugin
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59 ^^^^^^^^^^^^^
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60
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61 Sample configuration::
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62
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63 "AwsS3Storage" : {
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64 "BucketName": "test-orthanc-s3-plugin",
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65 "Region" : "eu-central-1",
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66 "AccessKey" : "AKXXX", // optional: if not specified, the plugin will use the default credentials manager (available from version 1.3.0)
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67 "SecretKey" : "RhYYYY", // optional: if not specified, the plugin will use the default credentials manager (available from version 1.3.0)
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68 "Endpoint": "", // optional: custom endpoint
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69 "ConnectionTimeout": 30, // optional: connection timeout in seconds
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70 "RequestTimeout": 1200, // optional: request timeout in seconds (max time to upload/download a file)
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71 "RootPath": "", // optional: see below
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72 "MigrationFromFileSystemEnabled": false, // optional: see below
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73 "StorageStructure": "flat", // optional: see below
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74 "EnableLegacyUnknownFiles": true, // optional: see below
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75 "VirtualAddressing": true, // optional: see the section related to MinIO
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76 "StorageEncryption" : {}, // optional: see the section related to encryption
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77 "HybridMode": "Disabled", // optional: see the section related to Hybrid storage
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78 "UseTransferManager": false, // optional: see below (available from version 2.3.0)
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79 "EnableAwsSdkLogs": false // optional: include AWS SDK logs in Orthanc logs
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80 }
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81
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82 The **EndPoint** configuration is used when accessing an S3 compatible cloud provider. I.e. here is a configuration to store data on Scaleway::
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83
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84 "AwsS3Storage" : {
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85 "BucketName": "test-orthanc",
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86 "Region": "fr-par",
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87 "AccessKey": "XXX",
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88 "SecretKey": "YYY",
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89 "Endpoint": "s3.fr-par.scw.cloud"
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90 }
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91
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92
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93 The **UseTransferManager** configuration is used to select the `Transfer Manager <https://docs.aws.amazon.com/sdk-for-cpp/v1/developer-guide/examples-s3-transfermanager.html>`__ mode in the AWS SDK client.
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94 This option was introduced in version 2.3.0. If set to false (default value), the default "object" mode is used.
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95
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96 **Important:** On Microsoft Windows, it is recommended to set the
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97 environment variable ``AWS_EC2_METADATA_DISABLED`` to ``true`` to
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98 speed up the initialization of the plugin. The reasons are explained
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99 in the `AWS official documentation
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100 <https://docs.aws.amazon.com/cli/v1/userguide/cli-configure-envvars.html>`__.
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101
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102
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103 .. _minio:
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104
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105 Emulation of AWS S3 using MinIO
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106 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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107
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108 .. highlight:: bash
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109
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110 The `MinIO project <https://min.io/>`__ can be used to emulate AWS S3
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111 for local testing/prototyping. Here is a sample command to start a
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112 MinIO server on your local computer using Docker (evidently, make sure
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113 to set different credentials)::
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114
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115 $ docker run -p 9000:9000 \
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116 -e "MINIO_REGION=eu-west-1" \
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117 -e "MINIO_ACCESS_KEY=AKIAIOSFODNN7EXAMPLE" \
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118 -e "MINIO_SECRET_KEY=wJalrXUtnFEMI/K7MNG/bPxRfiCYEXAMPLEKEY" \
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119 minio/minio server /data
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120
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121 .. highlight:: json
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122
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123 Note that the ``MINIO_REGION`` must be set to an arbitrary region that
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124 is supported by AWS S3.
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125
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126 You can then open the URL `http://localhost:9000/
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127 <http://localhost:9000/>`__ with your Web browser to create a bucket,
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128 say ``my-sample-bucket``.
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129
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130 Here is a corresponding full configuration for Orthanc::
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131
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132 {
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133 "Plugins" : [ <...> ],
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134 "AwsS3Storage" : {
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135 "BucketName": "my-sample-bucket",
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136 "Region" : "eu-west-1",
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137 "Endpoint": "http://localhost:9000/",
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138 "AccessKey": "AKIAIOSFODNN7EXAMPLE",
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139 "SecretKey": "wJalrXUtnFEMI/K7MNG/bPxRfiCYEXAMPLEKEY",
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140 "VirtualAddressing" : false
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141 }
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142 }
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143
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144 Note that the ``VirtualAddressing`` option must be set to ``false``
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145 for such a `local setup with MinIO to work
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146 <https://github.com/aws/aws-sdk-cpp/issues/1425>`__. This option is
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147 **not** available in releases <= 1.1.0 of the AWS S3 plugin.
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148
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149 **Important:** If you get the cryptic error message
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150 ``SignatureDoesNotMatch The request signature we calculated does not
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151 match the signature you provided. Check your key and signing
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152 method.``, this most probably indicates that your access key or your
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153 secret key doesn't match the credentials that were used while starting
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154 the MinIO server.
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155
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156
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157 Azure Blob Storage plugin
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158 ^^^^^^^^^^^^^^^^^^^^^^^^^
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159
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160 Sample configuration::
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161
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162 "AzureBlobStorage" : {
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163 "ConnectionString": "DefaultEndpointsProtocol=https;AccountName=xxxxxxxxx;AccountKey=yyyyyyyy===;EndpointSuffix=core.windows.net",
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164 "ContainerName" : "test-orthanc-storage-plugin",
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165 "CreateContainerIfNotExists": true, // available from version 1.2.0
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166 "RootPath": "", // see below
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167 "MigrationFromFileSystemEnabled": false, // see below
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168 "StorageStructure": "flat", // see below
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169 "EnableLegacyUnknownFiles": true, // optional: see below
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170 "StorageEncryption" : {} // optional: see the section related to encryption
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171 "HybridMode": "Disabled" // optional: see the section related to Hybrid storage
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172 }
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173
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174
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175 Google Storage plugin
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176 ^^^^^^^^^^^^^^^^^^^^^
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177
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178 Sample configuration::
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179
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180 "GoogleCloudStorage" : {
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181 "ServiceAccountFile": "/path/to/googleServiceAccountFile.json",
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182 "BucketName": "test-orthanc-storage-plugin",
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183 "RootPath": "", // see below
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184 "MigrationFromFileSystemEnabled": false, // see below
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185 "StorageStructure": "flat", // see below
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186 "EnableLegacyUnknownFiles": true, // optional: see below
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187 "StorageEncryption" : {} // optional: see the section related to encryption
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188 "HybridMode": "Disabled" // optional: see the section related to Hybrid storage
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189 }
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190
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191
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192 Migration & Hybrid mode Storage structure
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193 -----------------------------------------
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194
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195 Since version **2.1.0** of the plugins, an HybridMode as been introduced.
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196 This mode allows reading/writing files from both/to the file system and the object-storage.
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197
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198 By default, the ``HybridMode`` is ``Disabled``. This means that the plugins will access
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199 only the object-storage.
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200
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201 When the ``HybridMode`` is set to ``WriteToFileSystem``, it means that new files received
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202 are stored on the file system. When accessing a file, it is first read from the file system
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203 and, if it is not found on the file system, it is read from the object-storage.
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204
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205 The ``WriteToFileSystem`` hybrid mode is useful for storing recent files on the file system for
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206 better performance and old files on the object-storage for lower cost and easier backups.
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207
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208 When the ``HybridMode`` is set to ``WriteToObjectStorage``, it means that new files received
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209 are stored on the object storage. When accessing a file, it is first read from the object storage
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210 and, if it is not found on the object-storage, it is read from the file system.
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211
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212 The ``WriteToObjectStorage`` hybrid mode is useful mainly during a migration from file system to
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213 object-storage, e.g, if you have deployed a VM in a cloud with local file system storage and want
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214 to move your files to object-storage without interrupting your service.
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215
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216 Moving files between file-system and object-storage
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217 ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
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218
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219 When the ``HybridMode`` is set to ``WriteToFileSystem``, it is sometimes useful to move old files
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220 to the object-storage for long term archive or to "pre-fetch" files from object-storage to file
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221 system for improved performances e.g when before opening the study in a viewer.
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222
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223 When the ``HybridMode`` is set to ``WriteToObjectStorage``, it is useful to move file from the
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224 file system to the object storage to perform a full data migration to object-storage.
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225
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226 To move files from one storage to the other, you should call the plugin Rest API::
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227
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228 $ curl -X POST http://localhost:8042/move-storage \
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229 --data '{
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230 "Resources": ["27f7126f-4f66fb14-03f4081b-f9341db2-53925988"],
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231 "TargetStorage": "file-system",
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232 "Asynchronous": true,
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233 "Priority": 0
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234 }'
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235
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236 This call creates a ``MoveStorageJob`` that can then be monitor to the ``/jobs`` route.
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237
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238 The allowed values for ``TargetStorage`` are ``file-system`` or ``object-storage``.
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239
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240
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241 Other configuration options
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242 ---------------------------
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243
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244 The **StorageStructure** configuration allows you to select the way objects are organized
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245 within the storage (``flat`` or ``legacy``).
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246 Unlike the traditional file system in which Orthanc uses 2 levels
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247 of folders, an object storage usually has no limit on the number of files per folder and
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248 therefore all objects are stored at the root level of the object storage. This is the
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249 default ``flat`` behavior. Note that, in the ``flat`` mode, an extension ``.dcm`` or ``.json``
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250 is added to the filename which is not the case in the legacy mode.
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251
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252 The ``legacy`` behavior mimics the Orthanc File System convention. This is actually helpful
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253 when migrating your data from a file system to an object storage since you can copy all the file
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254 hierarchy as is.
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255
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256 *Note* : With AWS S3, there might be `some limitations <https://docs.aws.amazon.com/AmazonS3/latest/userguide/optimizing-performance.html>`__
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257 on the number of HTTP operations per *prefix*. Therefore, the ``legacy`` structure might
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258 overcome these limitations. Note that, as of today, no one could confirm it had a real impact on Orthanc.
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259
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260 The **RootPath** allows you to store the files in another folder as the root level of the
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261 object storage. Note: it shall not start with a ``/``.
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262
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263 Note that you can not change these configurations once you've uploaded the first files in Orthanc.
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264
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265 The **MigrationFromFileSystemEnabled** configuration has been superseded by the **HybridMode** in v 2.1.0.
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266
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267 The **EnableLegacyUnknownFiles** configuration has been introduced to allow recent version of the plugins (from 1.3.3)
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268 continue working with data that was saved with Orthanc version around 1.9.3 and plugins version around 1.2.0 (e.g. orthancteam/orthanc:21.5.1 docker images).
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269 With these specific versions, some ``.unk`` files were generated instead of ``.dcm.head`` files. With this configuration option enabled,
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270 when reading files, the plugin will try both file extensions.
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271 If you have ``.unk`` files in your storage, you must enable this configuration.
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272
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273 Sample setups
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274 -------------
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275
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276 You'll find sample deployments and more info in the `Orthanc Setup Samples repository <https://github.com/orthanc-server/orthanc-setup-samples/tree/master/#markdown-header-for-software-integrators>`__ .
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277
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278 Performances
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279 ------------
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280
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281 You'll find some performance comparison between VM SSDs and object-storage `here <https://github.com/orthanc-server/orthanc-setup-samples/tree/master/docker/performance-tests/>`__ .
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282
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283
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284 .. _client-side-encryption:
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285
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286 Client-side encryption
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287 ----------------------
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288
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289 Although all cloud providers already provide encryption at rest, the plugins provide
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290 an optional layer of client-side encryption . It is very important that you understand
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291 the scope and benefits of this additional layer of encryption.
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292
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293 Rationale
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294 ^^^^^^^^^
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295
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296 Encryption at rest provided by cloud providers basically compares with a file-system disk encryption.
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297 If someone has access to the disk, he won't have access to your data without the encryption key.
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298
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299 With cloud encryption at rest only, if someone has access to the "api-key" of your storage or if one
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300 of your admin inadvertently make your storage public, `PHI <https://en.wikipedia.org/wiki/Protected_health_information>`__ will leak.
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301
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302 Once you use client-side encryption, you'll basically store packets of meaningless bytes on the cloud infrastructure.
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303 So, if an "api-key" leaks or if the storage is misconfigured, packets of bytes will leak but not PHI since
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304 no one will be able to decrypt them.
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305
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306 Another advantage is that these packets of bytes might eventually not be considered as PHI anymore and potentially
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307 help you meet your local regulations (Please check your local regulations).
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308
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309 However, note that, if you're running entirely in a cloud environment, your decryption keys will still
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310 be stored on the cloud infrastructure (VM disks - process RAM) and an attacker could still eventually gain access to this keys.
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311
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312 If Orthanc is running in your infrastructure with the Index DB on your infrastructure, and files are stored in the cloud,
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313 the master keys will remain on your infrastructure only and there's no way the data stored in the cloud could be decrypted outside your infrastructure.
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314
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315 Also note that, although the cloud providers also provide client-side encryption, we, as an open-source project,
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316 wanted to provide our own implementation on which you'll have full control and extension capabilities.
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317 This also allows us to implement the same logic on all cloud providers.
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318
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319 Our encryption is based on well-known standards (see below). Since it is documented and the source code is open-source,
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320 feel-free to have your security expert review it before using it in a production environment.
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321
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322 Technical details
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323 ^^^^^^^^^^^^^^^^^
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324
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325 Orthanc saves 2 kind of files: DICOM files and JSON summaries of DICOM files. Both files contain PHI.
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326
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327 When configuring the plugin, you'll have to provide a **Master Key** that we can also call the **Key Encryption Key (KEK)**.
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328
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329 For each file being saved, the plugin will generate a new **Data Encryption Key (DEK)**. This DEK, encrypted with the KEK will be pre-pended to the file.
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330
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331 If, at any point, your KEK leaks or you want to rotate your KEKs, you'll be able to use a new one to encrypt new files that are being added
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332 and still use the old ones to decrypt data. You could then eventually start a side script to remove usages of the leaked/obsolete KEKs.
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333
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334 To summarize:
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335
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336 - We use `Crypto++ <https://www.cryptopp.com/>`__ to perform all encryptions.
451
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337 - All keys (KEK and DEK) are AES-256 keys.
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338 - DEKs and IVs are encrypted by KEK using CTR block cipher using a null IV.
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339 - data is encrypted by DEK using GCM block cipher that will also perform integrity check on the whole file.
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340
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341 The format of data stored on disk is therefore the following:
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342
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343 - **VERSION HEADER**: 2 bytes: identify the structure of the following data currently ``A1``
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344 - **MASTER KEY ID**: 4 bytes: a numerical ID of the KEK that was used to encrypt the DEK
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345 - **EIV**: 32 bytes: IV used by DEK for data encryption; encrypted by KEK
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346 - **EDEK**: 32 bytes: the DEK encrypted by the KEK.
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347 - **CIPHER TEXT**: variable length: the DICOM/JSON file encrypted by the DEK
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348 - **TAG**: 16 bytes: integrity check performed on the whole encrypted file (including header, master key id, EIV and EDEK)
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349
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350 Configuration
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351 ^^^^^^^^^^^^^
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352
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353 .. highlight:: text
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354
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355 AES Keys shall be 32 bytes long (256 bits) and encoded in base64. Here's a sample OpenSSL command to generate such a key::
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356
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357 openssl rand -base64 -out /tmp/test.key 32
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358
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359 Each key must have a unique id that is a ``uint32`` number.
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360
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361 .. highlight:: json
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362
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363 Here's a sample configuration file of the ``StorageEncryption`` section of the plugins::
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364
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365 {
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366 "GoogleCloudStorage" : {
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367 "StorageEncryption" : {
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368 "Enable": true,
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369 "MasterKey": [3, "/path/to/master.key"], // key id - path to the base64 encoded key
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370 "PreviousMasterKeys" : [
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371 [1, "/path/to/previous1.key"],
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372 [2, "/path/to/previous2.key"]
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373 ],
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374 "MaxConcurrentInputSize" : 1024 // size in MB
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375 }
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376 }
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377 }
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378
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379 **MaxConcurrentInputSize**: Since the memory used during encryption/decryption can grow up to a bit more
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380 than 2 times the input, we want to limit the number of threads doing concurrent processing according
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381 to the available memory instead of the number of concurrent threads. Therefore, if you're currently
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382 ingesting small files, you can have a lot of thread working together while, if you're ingesting large
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383 files, threads might have to wait before receiving a "slot" to access the encryption module.
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384
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385
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386 Compilation
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387 -----------
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388
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389 .. highlight:: text
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390
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391 The procedure to compile the plugins is quite similar of that for the
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392 :ref:`core of Orthanc <compiling>` although they usually require
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393 some prerequisites. The documented procedure has been tested only
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394 on a Debian Buster machine.
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395
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396 The compilation of each plugin produces a shared library that contains
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397 the plugin.
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398
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399
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400 AWS S3 plugin
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401 ^^^^^^^^^^^^^
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402
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403 Prerequisites: Compile the AWS C++ SDK::
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404
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405 $ mkdir ~/aws
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406 $ cd ~/aws
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407 $ git clone https://github.com/aws/aws-sdk-cpp.git
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408 $
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409 $ mkdir -p ~/aws/builds/aws-sdk-cpp
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410 $ cd ~/aws/builds/aws-sdk-cpp
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411 $ cmake -DBUILD_ONLY="s3;transfer" ~/aws/aws-sdk-cpp
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412 $ make -j 4
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413 $ make install
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414
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415 Prerequisites: Install `vcpkg <https://github.com/Microsoft/vcpkg>`__ dependencies::
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416
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417 $ ./vcpkg install cryptopp
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418
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419 Compile::
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420
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421 $ mkdir -p build/aws
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422 $ cd build/aws
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423 $ cmake -DCMAKE_TOOLCHAIN_FILE=[vcpkg root]\scripts\buildsystems\vcpkg.cmake ../../orthanc-object-storage/Aws
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424
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425
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426 **NB:** If you don't want to use vcpkg, you can use the following
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427 command (this syntax is not compatible with Ninja yet)::
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428
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429 $ cmake -DCMAKE_BUILD_TYPE=Debug -DUSE_VCPKG_PACKAGES=OFF -DUSE_SYSTEM_GOOGLE_TEST=OFF ../../orthanc-object-storage/Aws
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430 $ make
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431
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432 Crypto++ must be installed (on Ubuntu, run ``sudo apt install libcrypto++-dev``).
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433
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434
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435 Azure Blob Storage plugin
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436 ^^^^^^^^^^^^^^^^^^^^^^^^^
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437
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438 Prerequisites: Install `vcpkg <https://github.com/Microsoft/vcpkg>`__ dependencies::
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439
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440 $ ./vcpkg install cryptopp
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441 $ ./vcpkg install azure-storage-cpp
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442
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443
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444 Compile::
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445
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446 $ mkdir -p build/azure
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447 $ cd build/azure
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448 $ cmake -DCMAKE_TOOLCHAIN_FILE=[vcpkg root]\scripts\buildsystems\vcpkg.cmake ../../orthanc-object-storage/Azure
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449
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450 Google Storage plugin
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451 ^^^^^^^^^^^^^^^^^^^^^
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452
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453 Prerequisites: Install `vcpkg <https://github.com/Microsoft/vcpkg>`__ dependencies::
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454
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455 $ ./vcpkg install cryptopp
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456 $ ./vcpkg install google-cloud-cpp
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457
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458 Compile::
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459
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460 $ mkdir -p build/google
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461 $ cd build/google
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462 $ cmake -DCMAKE_TOOLCHAIN_FILE=[vcpkg root]\scripts\buildsystems\vcpkg.cmake ../../orthanc-object-storage/google