managing-apps/assets/Todo-Security.md

# 🔒 Orleans Cluster Security Implementation Checklist

## **Phase 1: Network Infrastructure Security** ⚡

### **1.1 Network Configuration**
- [ ] **Set up private network** (10.x.x.x or 192.168.x.x range)
- [ ] **Configure VPN** between trading and compute servers
- [ ] **Assign static IPs** to both servers
- [ ] **Document network topology** and IP assignments

### **1.2 Firewall Configuration**
- [ ] **Trading Server Firewall Rules:**
  - [ ] Allow PostgreSQL port (5432) from compute server
  - [ ] Allow Orleans silo port (11111) from compute server
  - [ ] Allow Orleans gateway port (30000) from compute server
  - [ ] Block all other incoming connections
- [ ] **Compute Server Firewall Rules:**
  - [ ] Allow PostgreSQL port (5432) from trading server
  - [ ] Allow Orleans silo port (11121) from trading server
  - [ ] Allow Orleans gateway port (30010) from trading server
  - [ ] Block all other incoming connections
- [ ] **Database Server Firewall Rules:**
  - [ ] Allow PostgreSQL port (5432) from both servers only
  - [ ] Block all other incoming connections

## **Phase 2: Orleans Configuration Security** ⚙️

### **2.1 Environment Variables**
- [ ] **Trading Server Environment:**
  ```bash
  export SILO_ROLE=Trading
  export EXTERNAL_IP=192.168.1.100
  export TASK_SLOT=1
  export POSTGRESQL_ORLEANS="Host=db-server;Database=orleans;Username=user;Password=secure_password"
  ```
- [ ] **Compute Server Environment:**
  ```bash
  export SILO_ROLE=Compute
  export EXTERNAL_IP=192.168.1.101
  export TASK_SLOT=2
  export POSTGRESQL_ORLEANS="Host=db-server;Database=orleans;Username=user;Password=secure_password"
  ```

### **2.2 Code Configuration Updates**
- [ ] **Add NetworkingOptions security:**
  ```csharp
  .Configure<NetworkingOptions>(options =>
  {
      options.OpenTelemetryTraceParent = false;
  })
  ```
- [ ] **Enhance MessagingOptions:**
  ```csharp
  .Configure<MessagingOptions>(options =>
  {
      options.ResponseTimeout = TimeSpan.FromSeconds(60);
      options.DropExpiredMessages = true;
      options.MaxMessageBodySize = 4 * 1024 * 1024;
      options.ClientSenderBuckets = 16;
  })
  ```
- [ ] **Add cluster membership security:**
  ```csharp
  .Configure<ClusterMembershipOptions>(options =>
  {
      options.EnableIndirectProbes = true;
      options.ProbeTimeout = TimeSpan.FromSeconds(10);
      options.DefunctSiloCleanupPeriod = TimeSpan.FromMinutes(1);
      options.DefunctSiloExpiration = TimeSpan.FromMinutes(2);
  })
  ```

## **Phase 3: Database Security** 🗄️

### **3.1 PostgreSQL Security**
- [ ] **Create dedicated Orleans user:**
  ```sql
  CREATE USER orleans_user WITH PASSWORD 'secure_password';
  GRANT ALL PRIVILEGES ON DATABASE orleans TO orleans_user;
  ```
- [ ] **Enable SSL/TLS for PostgreSQL:**
  ```bash
  # In postgresql.conf
  ssl = on
  ssl_cert_file = 'server.crt'
  ssl_key_file = 'server.key'
  ```
- [ ] **Configure pg_hba.conf:**
  ```bash
  # Only allow connections from specific IPs
  host    orleans    orleans_user    192.168.1.100/32    md5
  host    orleans    orleans_user    192.168.1.101/32    md5
  ```

### **3.2 Connection String Security**
- [ ] **Use encrypted connection strings** (Azure Key Vault, AWS Secrets Manager)
- [ ] **Rotate database passwords** regularly
- [ ] **Monitor database access logs**

## **Phase 4: Application Security** 🛡️

### **4.1 Logging & Monitoring**
- [ ] **Add security event logging:**
  ```csharp
  .ConfigureLogging(logging =>
  {
      logging.AddFilter("Orleans", LogLevel.Information);
      logging.AddFilter("Microsoft.Orleans", LogLevel.Warning);
  })
  ```
- [ ] **Set up cluster health monitoring**
- [ ] **Configure alerting for cluster membership changes**
- [ ] **Log all grain placement decisions**

### **4.2 Access Control**
- [ ] **Implement server authentication** (optional)
- [ ] **Add grain-level authorization** (if needed)
- [ ] **Set up audit logging** for sensitive operations

## **Phase 5: Advanced Security (Optional)** 🔐

### **5.1 TLS/SSL Encryption**
- [ ] **Generate SSL certificates** for Orleans communication
- [ ] **Configure TLS in Orleans:**
  ```csharp
  .Configure<NetworkingOptions>(options =>
  {
      options.UseTls = true;
      options.TlsCertificate = "path/to/certificate.pfx";
  })
  ```
- [ ] **Set up certificate rotation** process

### **5.2 Container Security (if using Docker)**
- [ ] **Use non-root users** in containers
- [ ] **Scan container images** for vulnerabilities
- [ ] **Implement container network policies**
- [ ] **Use secrets management** for sensitive data

## **Phase 6: Testing & Validation** ✅

### **6.1 Security Testing**
- [ ] **Test cluster connectivity** between servers
- [ ] **Verify firewall rules** are working correctly
- [ ] **Test failover scenarios** (server disconnection)
- [ ] **Validate grain placement** is working correctly
- [ ] **Test database connection security**

### **6.2 Performance Testing**
- [ ] **Load test** the cluster with both server types
- [ ] **Monitor network latency** between servers
- [ ] **Test grain migration** between servers
- [ ] **Validate load balancing** is working

## **Phase 7: Documentation & Maintenance** 📚

### **7.1 Documentation**
- [ ] **Document network architecture**
- [ ] **Create security runbook**
- [ ] **Document troubleshooting procedures**
- [ ] **Create incident response plan**

### **7.2 Ongoing Maintenance**
- [ ] **Set up regular security audits**
- [ ] **Schedule password rotation**
- [ ] **Monitor security logs**
- [ ] **Update Orleans and dependencies** regularly
- [ ] **Review and update firewall rules**

## **Priority Levels** 🎯

- **🔴 Critical (Do First):** Network configuration, firewall rules, database security
- **🟡 Important (Do Second):** Orleans configuration updates, monitoring
- **🟢 Optional (Do Later):** TLS encryption, advanced access control

## **Estimated Timeline** ⏱️

- **Phase 1-2:** 1-2 days (Network + Orleans config)
- **Phase 3:** 1 day (Database security)
- **Phase 4:** 1 day (Application security)
- **Phase 5:** 2-3 days (Advanced security)
- **Phase 6:** 1-2 days (Testing)
- **Phase 7:** Ongoing (Documentation & maintenance)

**Total: 6-9 days for complete implementation**

---

**Note:** Start with Phases 1-3 for basic security, then add advanced features as needed. The most critical items are network isolation and database security.