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Feat/add certification process2 #253

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d511c31
Explain SCS DigiSov and Certs. How to get into compliance.
garloff Sep 24, 2024
ace55a1
Link to OSHM docs page guide.
garloff Sep 24, 2024
00da606
Fix link.
garloff Sep 24, 2024
52552b2
Next attempt to fix link.
garloff Sep 24, 2024
0ec8232
trial and error for the link. What a waste!
garloff Sep 24, 2024
429e01c
Avoid colon in title.
garloff Sep 24, 2024
5e67c6d
Can we get this d*mn thing to build finally
garloff Sep 24, 2024
ba40690
Merge branch 'main' into feat/add-certification-process2
garloff Sep 24, 2024
e3cbb4e
Try to link the page again ...
garloff Sep 24, 2024
04cbbd9
Drop /de/ from blog article links.
garloff Sep 24, 2024
9241655
Merge branch 'main' into feat/add-certification-process2
garloff Sep 25, 2024
211bd2f
Merge branch 'main' into feat/add-certification-process2
maxwolfs Sep 25, 2024
0eb3926
Avoid term "real" open source, just reference OSI.
garloff Sep 30, 2024
9668bb8
Fix grammar, thanks @fkr
garloff Sep 30, 2024
e23e99c
Move explanation of DigiSov into a separate page.
garloff Sep 30, 2024
589556d
Avoid convers style around level 0, def. by SCS project.
garloff Sep 30, 2024
9154dba
Use italics for *SCS-compatible* and the other levels.
garloff Sep 30, 2024
3cfa439
Merge branch 'main' into feat/add-certification-process2
garloff Oct 4, 2024
1d05ffa
Shorten titles. Avoid fwd-looking statements. Wording.
garloff Oct 4, 2024
b4d9d42
Remove extra paren.
garloff Oct 4, 2024
034de5c
Merge branch 'main' into feat/add-certification-process2
maxwolfs Oct 8, 2024
a92e2b0
Merge branch 'main' into feat/add-certification-process2
garloff Oct 13, 2024
a51f28e
Move Getting Certified into scs-0004-w1. Move example into Blog.
garloff Oct 13, 2024
7143202
Fix link to (upcoming) blog article.
garloff Oct 14, 2024
286ed1f
Merge branch 'main' into feat/add-certification-process2
garloff Nov 3, 2024
59870d1
Apply wording improvements from @mbuechse
garloff Nov 3, 2024
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7 changes: 5 additions & 2 deletions sidebarsStandards.js
Original file line number Diff line number Diff line change
Expand Up @@ -7,9 +7,10 @@ const sidebars = {
label: 'Certification',
link: {
type: 'doc',
id: 'certification/overview'
id: 'certification/cert-levels'
},
items: [
'certification/digisov-and-cert',
{
type: 'category',
label: 'Scopes and Versions',
Expand All @@ -18,7 +19,9 @@ const sidebars = {
id: 'certification/scopes-versions'
},
items: require('./sidebarsCertificationItems.js') // this file will be generated entirely by `populateCerts.js` via npm post-install hook found in the package.json
}
},
'certification/getting-scs-compatible-certified',
'certification/overview'
]
},
{
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44 changes: 44 additions & 0 deletions standards/certification/cert-levels.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,44 @@
# SCS certification overview

## Digital sovereignty drives SCS certification

The SCS project takes a comprehensive perspective on digital sovereignty.
Please read [Digital Sovereignty and SCS certification](digisov-and-cert)
for more details.

The basic level, control over data that at least allows to comply with the
European GDPR regulation, is *not* certified by SCS; while the SCS software
makes it easy to build (local) clouds that fulfill these, it depends on the
operators of the infrastructure what compliance rules they fulfill.

The SCS project however has defined certification levels for levels two,
three and four in the sovereignty taxonomy.

| Digital Sovereignty level | SCS certification |
|-----------------------------------|---------------------------|
| 1: Data Sov'ty / Legal compliance | (Refer to ENISA/Gaia-X) |
| 2: Provider switching / Tech Compatiiblity | *SCS-compatible* |
| 3: Ability to shape technology | *SCS-open* |
| 4: Transparency & SKills for Operations | *SCS-sovereign* |

As of September 2024, the *SCS-compatible* certification level is defined
and used; the details for the higher levels are still being worked on.

## Certification process

To get certified, the infrastructure needs to fulfill the criteria.
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As far as possible, these are implemented as automated tests that run
continuously (daily) to assure continuous compliance. The results are
made transparent via the the [Certified Clouds overview](overview) page.

To get officially certified with the right to use the SCS brand and getting
listed on this page requires to work with the Forum SCS-Standards at the
[OSB Alliance](https://osb-alliance.com/) which takes over this aspect
from the [SCS project](https://scs.community/). It requires membership
or certification fees to cover the efforts of standardization and
certification.

The process is described in more details on the
[Getting SCS-compatible certification (for Operators)](getting-scs-compatible-certified)
page. An example with technical testing and adjustments is on the
[Testing and Adjustment example](test-and-adapt-example) page.
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Is this page still a thing?

120 changes: 120 additions & 0 deletions standards/certification/digisov-and-cert.md
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# Digital Sovereignty and SCS certification

## The taxonomy of digital sovereignty

As published in [DuD](https://rdcu.be/cWdBJ) (German, English version in
[the cloud report](https://the-report.cloud/why-digital-sovereignty-is-more-than-mere-legal-compliance/))
and being summarized nicely in a [cloudahead article](https://www.cloudahead.de/der-freiheitskampf-des-sovereign-cloud-stacks),
we differentiate between several levels of digital sovereignty.
Level 0 (introduced by Gregor Schuhmacher in the cloudahead article)
which describes having real clouds (see
[NIST definition of cloud](https://nvlpubs.nist.gov/nistpubs/legacy/sp/nistspecialpublication800-145.pdf))
with self-service on-demand API driven service shall be taken for granted.

The levels as seen by the SCS project are:

1. Control over data and data sharing and ability to fulfill regulatory requirements
(e.g. GDPR) around data control.
2. Capability to chose between *highly compatible* operators, this way enabling a provider
switch or using several providers in a federated fashion. This also includes the
possibility to run your own infrastructure in a *highly compatible* manner.
3. Capability to influence and shape the infrastructure, enabling innovation at the
infrastructure layer.
4. Transparency over operational aspects of running infrastructure, this way supporting
to overcome a skill gap to being able to operate infrastructure in a highly reliable
manner.

These aspects of sovereignty drive the work from the SCS team.

Level number 1 is sometimes referred to as "data sovereignty". Achieving it does require
cloud infrastructure and cloud operations that can not be interfered with by actors that
in ways incompatible with the respective jurisdiction. For Europeans that need to observe GDPR,
this excludes using US clouds for personally identifiable information, expecting that the
adequacy decisions for the US do not fully address the risks. The SCS project does not
have deep legal expertise and refers to the work from [noyb](https://noyb.eu/)
and [ENISA](https://www.enisa.europa.eu/) here.

In order to achieve level 2,
the SCS community has worked on standards that define the APIs and the infrastructure
behavior, so application developers and application operators can deploy the same application
using the same automation and rely on the same infrastructure behavior to operate the
application in a resilient way. The standards allow for switching providers or to use
several providers in a federated way. Operating own infrastructure according to the same
standards is also possible, allowing for hybrid cloud setups without technical barriers.

Level 3 drives the work on a comprehensive openly developed open source software stack,
allowing operators to use, study, change and redistribute the software according to the
[Four Freedoms](https://en.wikipedia.org/wiki/The_Free_Software_Definition) of free software. We are requiring
a complete stack that uses [OSI](https://opensource.org/)-approved open source licenses
as to ensure that users have the four freedoms, the right to use, study, modify, (re)distribute
the software that drives the cloud stack. To ensure that this does not require extensive
and expensive forking, we further require the [Four Opens](https://openinfra.dev/four-opens/)
of the Open Infra Foundation here. The software can be used to provide cloud services
for others (public cloud) or just for your own community (community cloud) or
internal (private cloud) needs.

Level 4 addresses the skills and transparency aspects. Operating highly dynamic distributed
systems in a reliable manner requires knowledge and experience — engineers with these skills
are scarce. To address this, the SCS team networks operations staff from providers and helps
to share and distill common knowledge that help everyone to be more successful. SCS has
thus been driving the [Open Operations](https://openoperations.org) initiative.

Levels 2 and 3 are sometimes related to the term "technological sovereignty",
indicating the ability to control and shape the technology.

## The SCS certification levels

Corresponding to the levels of digital sovereignty in the SCS taxonomy, SCS defines
SCS certification levels

1. (Defined outside of the SCS scope)
2. *SCS-compatible*
3. *SCS-open*
4. *SCS-sovereign*

### Why no SCS certification for GDPR?

SCS significantly lowers the bar to offer real cloud services. These can be used internally
(private cloud) or to offer services for your community, your region or country. The vision
is to have a network of providers. We expect most if not all of them to be operated in ways
that fulfill the European GDPR regulation; it is also possible to operate clouds that fulfill
special regulation, e.g. in the banking or insurance sector.

SCS is not in a position to judge this and thus defines no own label / certificate to
vouch for regulatory compliance. We typically refer to the
[ENISA](https://www.enisa.europa.eu/) for GDPR considerations
and also recommend to take the [Gaia-X](https://gaia-x.eu/) labels into account here.

## Status of SCS certification for cloud operators

As of September 2024, the requirements for *SCS-open* and *SCS-sovereign*
certification have not been formalized yet.

The technical compatibility validation corresponding to the *SCS-compatible* certification does
exist since more than a year. There are certificates for two layers of the SCS architecture
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Suggested change
The technical compatibility validation corresponding to the *SCS-compatible* certification does
exist since more than a year. There are certificates for two layers of the SCS architecture
The technical compatibility validation corresponding to the *SCS-compatible* certification has
existed for more than a year. There are certificates for two layers of the SCS architecture

better yet (insert correct date)

Suggested change
The technical compatibility validation corresponding to the *SCS-compatible* certification does
exist since more than a year. There are certificates for two layers of the SCS architecture
The technical compatibility validation corresponding to the *SCS-compatible* certification has
existed since 2023. There are certificates for two layers of the SCS architecture

stack:

* The virtualization layer: *SCS-compatible IaaS*
* The container layer: *SCS-compatible KaaS*

For each of these, technical tests are being run to test service offerings for compliance.
The standards and the corresponding tests are versioned. The *SCS-compatible* certification
for a specific layer (currently IaaS or KaaS) and version is called a *certification scope*.
Please see [Scopes and Versions](scopes-versions.md) for detailed definitions.

As of September 2024, the latest SCS-compatible certification scope on the IaaS layer is
SCS-compatible IaaS v4. For November 2024, SCS-compatible IaaS v5 and the first Kaas
scope SCS-compatible KaaS v1 are planned.

## Certification for non-operators

Software can deliver infrastructure components for operators to provide SCS-compatible
IaaS or KaaS; it is planned that infrastructure software can also receive SCS certification.

Likewise, applications can be developed in a way that they will work without any changes on
all SCS-compatible IaaS or on all SCS-compatible KaaS (or may require both). It is planned
that such software can also be certified.

Implementation partners from the SCS ecosystem may support operators (CSPs) to build
and operate SCS-compatible infrastructure. A certification program that certifies the
skills and experience of such partners is planned as well.
13 changes: 13 additions & 0 deletions standards/certification/getting-scs-compatible-certified.md
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# Getting SCS-compatible certification

The conditions to become *SCS-copmatible* certified are defined in the
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[SCS standard 0004](/standards/scs-0004-v1-achieving-certification).

Hints how the process is working in practice for existing certified
clouds can be found in the corresponding
[Implementation Notes](standards/scs-0004-w1-achieving-certification-implementation).

There is a [blog article with an example](https://scs.community/blog/2024/10/14/cert-adapt-example)
of running the test suite and addressing the failures. Observations on
[making an OpenStack cloud that is not using the SCS reference implementation compliant](https://scs.community/2024/05/13/cost-of-making-an-openstack-cluster-scs-compliant/)
are covered in another blog article.
10 changes: 1 addition & 9 deletions standards/certification/overview.template.md
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@@ -1,13 +1,5 @@
# Compliant clouds overview
<!-- markdownlint-disable -->
# Certification

SCS certificates come with various scopes. See [Scopes and Versions](scopes-versions.md) for details.

## Becoming certified

In order for a cloud service offering to obtain a certificate, it has to conform to all standards of the respective scope, which will be tested at regular intervals, and the results of these tests will be made available publicly. For more details on how to become certified, please consult the corresponding [document](/standards/scs-0004-v1-achieving-certification).

## Compliant cloud environments

This is a list of clouds that we test on a nightly basis against the certificate scope _SCS-compatible IaaS_.

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