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Cloud Computing and
Open Standards
Open Clouds and
Open Standards




             IX
How's it going?
Pretty well.


          M
       RE
"The largest
standards
group for
electronic     Over 5,000 participants
commerce on    representing more than
the Web"         600 organizations and
                individuals, since 1993
                         60+ technical
               committees producing
               royalty-free and RAND
                            standards
OASIS: Standards for
     e-business and e-gov ...
    Service Oriented Architecture & Web Services: SOA
     Reference Model, WS-Transaction, WS-Reliable
     Messaging, BPEL, UDDI, ebXML, ID-Cloud ...
    Security & Identity: WS-Security, SAML, XACML, KMIP,
     WS-Federation, XSPA, SPML, PMRM, ORMS ...
    e-Government: Emergency/CAP, UBL, TGF, SmartGrid
     (EMIX, WS-DD, OBIX, WS-Calendar) …
    Documents: ODF (OpenDocument Format); DITA;
     CMIS; DocBook ...
    Semantics & KM: QUOMOS, UnitsML, SEE, SET,
     Search Web Services ...
Why Open Standards? Safety.

Real open standards are:

  Publicly & persistently visible for review
 Developed fairly under transparent, published rules

 Open to comment: public comments, no NDAs

 Available to use under clear, irrevocable licenses




Anything else is proprietary (vendor-centric).
Nothing wrong with that; but it doesn't provide the same
  kind of interoperability and stability assurance.
Why Open Standards?

Open Standards are
Reliable and Stable
 
     Open access from stakeholders
    The standard on which you build is less likely to
     disappear, be obsoleted or invisibly modified
 
     Stable rules & neutral management help assure against
     invisible lock-in to unilateral viewpoints: auditable
     sources, drafts and licensing
 
     This is why governments prefer open standards: WTO
     Technical Barriers to Trade Agreement, Annex 3
     http://www.wto.org/english/ docs_e/ legal_e/final_e.htm
Why Open Standards?

Real Standards, versus
Drafts and Proposals
    Final open standards have the benefits of open
     process protection and licensing rules
    Drafts, notes & proposals may just be one
     company's idea - or property
    Publication of work in neutral, archival forms
     on which implementers can safely build
So what about the Cloud?
It’s a fairly loud, crowded
topic right now
But maybe not as complex
as it sounds
  software-as-a-service
                   In the 1980s paradigm, your
                    In the
                 
  platform-as-a-service 1980s paradigm, your
               

                    microcomputer was on your
                   microcomputer was on your
 application-as-a-serviceandititwas your problem. your
                   desk, and idea youryour data,
                    desk,          was
                             Theidea that
                                       that
                                            problem.
                 
                           The my desk, youris my your
                                           andisdata,
                    Mineis on my desk, resources, and your
                          is on
                  Mine computing resources, and your
                             computing and my
   storage-as-a-service
                    problem.
                   problem.softwaremay be elsewhere,
                            software may be elsewhere,
                   They were connected. But by
                    They were new.
                            isn't new.
                             isn't
                 
infrastructure-as-a-service connected. But by
               

                    obvious, episodic connections.
                   obvious, episodic connections.
                    LikeSneakerNet. No-one sat up
                   LikeSneakerNet.isNo-one sat up
   acronyms-as-a-service Neither is outsourcing.
                             Neither outsourcing.
                    nightsworrying about where
                   nights   worrying about where
 boring-slides-as-a-service was.
                    the data
                   the data was.
               
                   Or who controls it.
                   Or who controls it.
    oy-gevalt-as-a-service
Most of the challenges that
"the cloud" brings, we've
     cloud          we
already encountered.

    Your data is somewhere else.
    Your data and applications all must work
     with each other (and there are a lot of
     them).
    You don’t know who all your users or
     network nodes are (or will be later).
Your data is somewhere
else.

  Answers: Remote storage methods,
  Shared data repositories and registries

     We had standards for those by the
      early 2000s. (SNIA; OASIS’s UDDI,
      ebXML Registry, and more recent
      developments like S-RAMP.)
Your data and applications
are owned by someone else.

  Answers: Application Service Provider duties
  & licensure expressed either in SLAs (Service
  Level Agreements), when the economics
  support a contractual solution; or
  reputational enforcement & incentive
  systems, when they don't.
                      don

     Basic contract law can solve the first case
     Older market practices for reputational economy
      can address the second. (Some standards are
      being developed for the latter: ORMS.)
Your computational
platform has to work with
all the other
computational platforms,
and there are a lot of
them.
  We have had a solution for that one for a
  while, too, called "the Internet ."
   
       Not much that’s new, in 2011, about getting
       diverse machines to talk to each other.
   
       It takes what it always did: standards.
Your computational
platform is somewhere
else, owned by someone
else.
  Answers: Virtualization …
  
      Evolving metadata standards. (DMTF’s OVF)
  
      Hypervisor commoditization? (Open source tools?)
  
      Evolution in server-counting for licensing fees
  … Managed Service Providers > Cloud
  providers; Traditional outsourcing
     With an underpinning of contract law
Lots of different data
applications must work
with each other
  Answers: Standard APIs, Service
  Oriented Architecture
    Well-established methods in stable standards
     and web services work. (OASIS’s SOA
     Reference Model, WS-* standards; work from
     W3C, the Open Group, OMG, etc..)
    Some standards are being refactored for cloud
     optimization. (E.g, AS4 for WS-* adapted ebXML
     MSG: see http://www.oagi.org/oagi/Website/Case_Studies/
     OAGIS_AS4Cisco-final-1.pdf.)
Service Oriented Architecture: SOA
     Services That Describe Themselves: devices
      and users can find, and consume, data and
      computation services across networks.
     Loose Coupling: Services have defined
      interfaces for shared data and signals, between
      “block boxes”, but they are not required to work the
      same way inside each “box.”
     Late binding: Activities and operations can occur
      (“run time”) without all pieces being specified in
      advance (at “design time”).
      Required: Open standards and open design
          Results: Extensibility; no lock-in
You don’t know who all
your users or network
nodes are.
  Answers: Federation ...
     Formal functions for many-to-many cooperation.
     Well-established, stable standards. (OASIS’s SAML
      (used in OpenID & Kantara), WS-Federation.)
  … and Provisioning
  
     Account and access control management.
    Well-established, stable standards & methods.
     (OASIS’s XACML, PMRM, ID-Cloud, SPML, XSPA,
     KMIP.)
Open cloud standards empower users

Identity in the Cloud TC                  SOA Reference Model TC
• Standards profiles for open             • Abstract model of the basic
    identity deployment, provisioning         components, by function, of any
    & management in cloud                     working service architecture
    environments                          •   Method-neutral
•   Use cases & gap analysis              •   See: http://www.oasis-
•   See: http://www.oasis-                    open.org/committees/soa-rm
    open.org/committees/id-cloud
Privacy Management                        SOA Repository Artifact
Reference Model (PMRM) TC                   Model and Protocol (S-
• Service & interaction patterns for        RAMP) TC
    deploying and assessing formal,       • Interaction protocol & common
    reusable representations of privacy       data model for federatable,
    policies                                  distributed data repositories
•   See: http://www.oasis-                •   See: http://www.oasis-
    open.org/committees/pmrm                  open.org/committees/s-ramp
Open access control standards empower users
Security Assertion ML                 XACML TC
  (SAML) TC                           • Access control and authorization
• Reusable representations of user        policy representation
    authentication, entitlement and   •   Role-based access and
    attribute data                        hierarchical resource profile
•   Widely used in Kantara, OpenID,   •   See: http://www.oasis-
    other frameworks                      open.org/committees/xacml
•   See: http://www.oasis-
    open.org/committees/security      Provisioning Services
WS-Federation TC / WS-Trust             (SPML) TC
• Message exchange and                • Common XML language for
                                          provisioning and allocation of
    metadata/token policy control
                                          enterprise identity
•   Federation and brokered trust
                                      •   Builds on LDAP, Active Directory,
    capabilities
                                          DSML
•   See: http://www.oasis-
                                      •   See: http://www.oasis-
    open.org/committees/wsfed
                                          open.org/committees/provision
The Open Cloud Manifesto:
from the mouths of buyers
CIOs, governments, IT users and business leaders establish a
set of core principles for cloud providers.

    Cloud architecture should be scalable on demand; enable cost
    savings by increasing opportunities via re-use and outsourcing;
     and support portability among vendors and systems.
   This can and should be achieved by using collaborative open
    standards, most of which already are available and in use, to
    fulfill cloud security, integration, data sharing, policy
    governance, network management and monitoring functions.

    Customers, vendors and standards bodies must work together
    to make good use of existing methods, and avoid excessive
    duplication, rather than “reinventing the wheel.”
Open Cloud means
Open Standards.
So far, so good.

James Bryce Clark
jamie.clark@oasis-open.org
+1.978.667.5115

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Oasis: Standards & the Cloud June2011

  • 2. Open Clouds and Open Standards IX How's it going? Pretty well. M RE
  • 3. "The largest standards group for electronic Over 5,000 participants commerce on representing more than the Web" 600 organizations and individuals, since 1993 60+ technical committees producing royalty-free and RAND standards
  • 4. OASIS: Standards for e-business and e-gov ...  Service Oriented Architecture & Web Services: SOA Reference Model, WS-Transaction, WS-Reliable Messaging, BPEL, UDDI, ebXML, ID-Cloud ...  Security & Identity: WS-Security, SAML, XACML, KMIP, WS-Federation, XSPA, SPML, PMRM, ORMS ...  e-Government: Emergency/CAP, UBL, TGF, SmartGrid (EMIX, WS-DD, OBIX, WS-Calendar) …  Documents: ODF (OpenDocument Format); DITA; CMIS; DocBook ...  Semantics & KM: QUOMOS, UnitsML, SEE, SET, Search Web Services ...
  • 5. Why Open Standards? Safety. Real open standards are:  Publicly & persistently visible for review  Developed fairly under transparent, published rules  Open to comment: public comments, no NDAs  Available to use under clear, irrevocable licenses Anything else is proprietary (vendor-centric). Nothing wrong with that; but it doesn't provide the same kind of interoperability and stability assurance.
  • 6. Why Open Standards? Open Standards are Reliable and Stable  Open access from stakeholders  The standard on which you build is less likely to disappear, be obsoleted or invisibly modified  Stable rules & neutral management help assure against invisible lock-in to unilateral viewpoints: auditable sources, drafts and licensing  This is why governments prefer open standards: WTO Technical Barriers to Trade Agreement, Annex 3 http://www.wto.org/english/ docs_e/ legal_e/final_e.htm
  • 7. Why Open Standards? Real Standards, versus Drafts and Proposals  Final open standards have the benefits of open process protection and licensing rules  Drafts, notes & proposals may just be one company's idea - or property  Publication of work in neutral, archival forms on which implementers can safely build
  • 8. So what about the Cloud?
  • 9. It’s a fairly loud, crowded topic right now
  • 10. But maybe not as complex as it sounds software-as-a-service In the 1980s paradigm, your In the  platform-as-a-service 1980s paradigm, your  microcomputer was on your microcomputer was on your application-as-a-serviceandititwas your problem. your desk, and idea youryour data, desk, was Theidea that that problem.   The my desk, youris my your andisdata, Mineis on my desk, resources, and your is on  Mine computing resources, and your computing and my storage-as-a-service problem. problem.softwaremay be elsewhere, software may be elsewhere, They were connected. But by They were new. isn't new. isn't  infrastructure-as-a-service connected. But by  obvious, episodic connections. obvious, episodic connections. LikeSneakerNet. No-one sat up LikeSneakerNet.isNo-one sat up acronyms-as-a-service Neither is outsourcing. Neither outsourcing. nightsworrying about where nights worrying about where boring-slides-as-a-service was. the data the data was.   Or who controls it. Or who controls it. oy-gevalt-as-a-service
  • 11. Most of the challenges that "the cloud" brings, we've cloud we already encountered.  Your data is somewhere else.  Your data and applications all must work with each other (and there are a lot of them).  You don’t know who all your users or network nodes are (or will be later).
  • 12. Your data is somewhere else. Answers: Remote storage methods, Shared data repositories and registries  We had standards for those by the early 2000s. (SNIA; OASIS’s UDDI, ebXML Registry, and more recent developments like S-RAMP.)
  • 13. Your data and applications are owned by someone else. Answers: Application Service Provider duties & licensure expressed either in SLAs (Service Level Agreements), when the economics support a contractual solution; or reputational enforcement & incentive systems, when they don't. don  Basic contract law can solve the first case  Older market practices for reputational economy can address the second. (Some standards are being developed for the latter: ORMS.)
  • 14. Your computational platform has to work with all the other computational platforms, and there are a lot of them. We have had a solution for that one for a while, too, called "the Internet ."  Not much that’s new, in 2011, about getting diverse machines to talk to each other.  It takes what it always did: standards.
  • 15. Your computational platform is somewhere else, owned by someone else. Answers: Virtualization …  Evolving metadata standards. (DMTF’s OVF)  Hypervisor commoditization? (Open source tools?)  Evolution in server-counting for licensing fees … Managed Service Providers > Cloud providers; Traditional outsourcing  With an underpinning of contract law
  • 16. Lots of different data applications must work with each other Answers: Standard APIs, Service Oriented Architecture  Well-established methods in stable standards and web services work. (OASIS’s SOA Reference Model, WS-* standards; work from W3C, the Open Group, OMG, etc..)  Some standards are being refactored for cloud optimization. (E.g, AS4 for WS-* adapted ebXML MSG: see http://www.oagi.org/oagi/Website/Case_Studies/ OAGIS_AS4Cisco-final-1.pdf.)
  • 17. Service Oriented Architecture: SOA  Services That Describe Themselves: devices and users can find, and consume, data and computation services across networks.  Loose Coupling: Services have defined interfaces for shared data and signals, between “block boxes”, but they are not required to work the same way inside each “box.”  Late binding: Activities and operations can occur (“run time”) without all pieces being specified in advance (at “design time”). Required: Open standards and open design Results: Extensibility; no lock-in
  • 18. You don’t know who all your users or network nodes are. Answers: Federation ...  Formal functions for many-to-many cooperation.  Well-established, stable standards. (OASIS’s SAML (used in OpenID & Kantara), WS-Federation.) … and Provisioning  Account and access control management.  Well-established, stable standards & methods. (OASIS’s XACML, PMRM, ID-Cloud, SPML, XSPA, KMIP.)
  • 19. Open cloud standards empower users Identity in the Cloud TC SOA Reference Model TC • Standards profiles for open • Abstract model of the basic identity deployment, provisioning components, by function, of any & management in cloud working service architecture environments • Method-neutral • Use cases & gap analysis • See: http://www.oasis- • See: http://www.oasis- open.org/committees/soa-rm open.org/committees/id-cloud Privacy Management SOA Repository Artifact Reference Model (PMRM) TC Model and Protocol (S- • Service & interaction patterns for RAMP) TC deploying and assessing formal, • Interaction protocol & common reusable representations of privacy data model for federatable, policies distributed data repositories • See: http://www.oasis- • See: http://www.oasis- open.org/committees/pmrm open.org/committees/s-ramp
  • 20. Open access control standards empower users Security Assertion ML XACML TC (SAML) TC • Access control and authorization • Reusable representations of user policy representation authentication, entitlement and • Role-based access and attribute data hierarchical resource profile • Widely used in Kantara, OpenID, • See: http://www.oasis- other frameworks open.org/committees/xacml • See: http://www.oasis- open.org/committees/security Provisioning Services WS-Federation TC / WS-Trust (SPML) TC • Message exchange and • Common XML language for provisioning and allocation of metadata/token policy control enterprise identity • Federation and brokered trust • Builds on LDAP, Active Directory, capabilities DSML • See: http://www.oasis- • See: http://www.oasis- open.org/committees/wsfed open.org/committees/provision
  • 21. The Open Cloud Manifesto: from the mouths of buyers CIOs, governments, IT users and business leaders establish a set of core principles for cloud providers.  Cloud architecture should be scalable on demand; enable cost savings by increasing opportunities via re-use and outsourcing; and support portability among vendors and systems.  This can and should be achieved by using collaborative open standards, most of which already are available and in use, to fulfill cloud security, integration, data sharing, policy governance, network management and monitoring functions.  Customers, vendors and standards bodies must work together to make good use of existing methods, and avoid excessive duplication, rather than “reinventing the wheel.”
  • 22. Open Cloud means Open Standards. So far, so good. James Bryce Clark jamie.clark@oasis-open.org +1.978.667.5115