Lambda Support

Lambda provides for powerful realtime event based code execution in response to infrastructure and application behavior. A number of different Amazon services can be used as event sources.

CloudWatch Events

CloudWatch Events (CWE) is a general event bus for AWS infrastructure. Currently, it covers several major sources of information:

  1. CloudTrail API calls over a poll period on CloudTrail delivery,

  2. real-time instance status events,

  3. autoscale group notifications, and

  4. scheduled/periodic events.

CloudTrail provides a very rich data source over the entire range of AWS services exposed via the audit trail that allows Custodian to define effective realtime policies against any AWS product. Additionally, for EC2 instances we can provide mandatory policy compliance - this means the non-compliant resources never became available.

Cloud Custodian Integration

Custodian provides for policy level execution against any Amazon CloudWatch Event stream. Henceforth “CloudWatch Events” will be abbreviated as CWE. Each Custodian policy can be deployed as an independent Lambda function. The only difference between a Custodian policy that runs in Lambda and one that runs directly from the CLI in poll mode is the specification of the subscription of the events in the mode config block of the policy.

Internally Custodian will reconstitute current state for all the resources in the event, execute the policy against them, match against the policy filters, and apply the policy actions to matching resources.

CloudTrail API Calls

Lambdas can receive CWE over CloudTrail API calls within seconds of delay at P99.

policies:
  - name: ec2-tag-running
    resource: ec2
    mode:
      type: cloudtrail
      events:
       - RunInstances
    actions:
      - type: mark
        tag: foo
        msg: bar

Because the total AWS API surface area is so large most CloudTrail API event subscriptions need two additional fields:

  1. For CloudTrail events we need to reference the source API call. In the code block example below this is the source: key.

  2. To work transparently with existing resource policies, we also need to specify how to extract the resource IDs from the event via JMESPath so that the resources can be queried. In the code block example below this is the ids: key.

For very common API calls for policies, some shortcuts have been defined to allow for easier policy writing as for the RunInstances API call above, which expands to:

events:
 - source: ec2.amazonaws.com
   event: RunInstances
   ids: "responseElements.instancesSet.items[].instanceId"

Refer to the AWS execution modes documention for a list of other configurable options.

EC2 Instance State Events

Policies can react to EC2 instance state events in real time.

policies:
  - name: ec2-require-encrypted-volumes
    resource: ec2
    mode:
      type: ec2-instance-state
      events:
      - pending
    filters:
      - type: ebs
        key: Encrypted
        value: False
    actions:
      - mark
      - terminate

Refer to AWS execution modes documentation for a list of configurable options.

Periodic Function

We support both rate per unit time and cron expressions, per scheduler syntax.

When using –assume on the custodian run cli command, the specified role is also considered as the execution role to be attached to lambda function that gets deployed. In such scenario it is not required to specify the role attribute in the config block for mode. However, if you are not using the –assume option, then it is required to add role in the config-block of mode. When specifying role {account_id} is runtime substituted so a policy can be used across accounts.

policies:
  - name: s3-bucket-check
    resource: s3
    mode:
      type: periodic
      schedule: "rate(1 day)"
      role: arn:aws:iam::{account_id}:role/some-role

Event Pattern Filtering

Cloud Watch Events also support content/pattern filtering, see

In the context of a custodian policy you can define a ‘pattern’ key under mode, the pattern will be merged with the custodian generated default event pattern.

If the pattern filtering does not match the event, the custodian policy lambda will not be invoked/executed.

In the following example policy, an additional event pattern is supplied that ignores any create subnet call by the iam user named deputy.

policies:
  - name: subnet-detect
    resource: aws.subnet
    mode:
      type: cloudtrail
      role: CustodianDemoRole
      events:
        - source: ec2.amazonaws.com
          event: CreateSubnet
          ids: responseElements.subnet.subnetId
      pattern:
        detail:
          userIdentity:
            userName: [{'anything-but': 'deputy'}]

Config Rules

AWS Config rules allow you to invoke logic in response to configuration changes in your AWS environment, and Cloud Custodian is the easiest way to write and provision Config rules. Delay here is typically 1-15m (though the SLA on tag-only changes is a bit higher).

In this section we’ll look at how we would deploy the quickstart example using Config. Before you proceed, make sure you’ve removed the Custodian tag from any EC2 instance left over from the quickstart.

First, modify custodian.yml to specify a mode type of config-rule. You’ll also need the ARN of an IAM role to assume when running the Lambda that Custodian is going to install for you. Sensible policies to add to that role would be AWSLambdaBasicExecutionRole and AWSConfigRulesExecutionRole, on top of any permissions your lambda is going to need to perform the actions you want it to perform.

policies:
  - name: my-first-policy
    mode:
        type: config-rule
        role: arn:aws:iam::123456789012:role/some-role
    resource: ec2
    filters:
      - "tag:Custodian": present
    actions:
      - stop

Then make sure that you’ve set up AWS Config. If you go to the AWS Config console and see the welcome screen instead of the dashboard, go through the setup procedure first.

Now deploy the policy:

custodian run -s . custodian.yml

That should give you log output like this:

2017-01-25 05:43:01,539: custodian.policy:INFO Provisioning policy lambda my-first-policy
2017-01-25 05:43:04,683: custodian.lambda:INFO Publishing custodian policy lambda function custodian-my-first-policy

Go check the AWS console to see the Lambda as well as the Config rule that Custodian created. The Config rule should be listed as “Compliant” or “No results reported” (if not, be sure you removed the Custodian tag from any instance left over from the quickstart).

Now for the fun part! With your new policy installed, go ahead and create an EC2 instance with a Custodian tag (any non-empty value), and wait (events from Config are effectively delayed 15m up to 6hrs on tag changes). If all goes well, you should eventually see that your new custom Config rule notices the EC2 instance with the Custodian tag, and stops it according to your policy.

Congratulations! You have now installed your policy to run under Config rather than from your command line.

Lambda Configuration

Custodian lambdas support configuring all lambda options via keys on the lambda mode in the YAML. See AWS’ AWS Lambda Function Configuration page for the full list of configuration options available on a Lambda.

Refer to AWS Execution Modes for detailed explanation of the different type values and the corresponding additional configuration options each requires.

Here is an example YAML fragment that shows the options you are most likely to want or need to configure on a lambda:

mode:
  type: cloudtrail
  events:
    - CreateBucket

  ##### ROLE #####
  # Specify the ARN role as either name or full ARN.  This shows
  # us running the lambda with the IAM role named Custodian.
  # Specifying role by name:
  role: Custodian
  # Or specifying using a full ARN
  # role: arn:aws:iam::123456789012:role/Custodian

  ##### TAGS #####
  # Specify the tags to assign to this Lambda.  We are setting a
  # tag named "Application" with a value of "Custodian", and a
  # "CreatedBy" tag with a value of "CloudCustodian".
  tags:
    Application: Custodian
    CreatedBy: CloudCustodian

Execution Options

When running in Lambda you may want policy execution to run using particular options corresponding to those passed to the custodian CLI.

Execution in lambda comes with a default set of configuration which is different from the defaults you might set when running through the command line:

  • Metrics are enabled

  • Output dir is set to a random /tmp/ directory

  • Caching of AWS resource state is disabled

  • Account ID is automatically set with info from sts

  • Region is automatically set to the region of the lambda (using the AWS_DEFAULT_REGION environment variable in lambda)

When you want to override these settings, you must set ‘execution-options’ with one of the following keys:

  • region

  • cache

  • profile

  • account_id

  • assume_role

  • log_group

  • metrics

  • output_dir

  • cache_period

  • dryrun

One useful thing we can do with these options is to make a policy execute in a different account using assume_role. A policy definition for this looks like:

policies:
  - name: my-first-policy-cross-account
    mode:
        type: periodic
        schedule: "rate(1 day)"
        role: arn:aws:iam::123456789012:role/lambda-role
        execution-options:
          assume_role: arn:aws:iam::210987654321:role/target-role
          metrics: aws
    resource: ec2
    filters:
      - "tag:Custodian": present
    actions:
      - stop

A couple of things to note here:

  1. Metrics are pushed using the assumed role which may or may not be desired

  2. The mode must be periodic as there are restrictions on where policy executions can run according to the mode:

    Config:

    May run in a different region but not cross-account

    Event:

    Only run in the same region and account

    Periodic:

    May run in a different region and different account