The "compliance" concept is all about mesuring the adherence of the hosts' configurations to the site's rules. The OpenSVC implementation goals are:

  • Make recurrent configuration tasks fast, easy, outsourceable, whatever their complexity
  • Ensure recurrent configuration tasks produce the same result, whoever the operator
  • Ease change management and IT mergers
  • Readable configuration rulesets
  • Minimize the design workload and its maintenance
  • Tight integration with the clustering layers
  • Auditable host and service configurations
  • Auditable scripts to apply changes to your hosts
  • Provisioning de noeuds et de services rapide et fiable

Administrators describe the corporate server and service configuration ruleset in a central, auditable place. The OpenSVC agent modules compare the actual configurations to the expected configurations and log the result to the collector.


The compliance framework can naturally be used for host post-installation. This strategy avoids extra maintenance of a systems post-installation framework, and ensures a newly delivered host is compliant with the current ruleset and is checked for drift after its delivery.


Compliance glossary


The compliance framework uses 3 types of objects.

Rulesets, Rules

For detailled information about rulesets, read this page.

  • Rules are designed, stored and served by the collector
  • Rules are variable/value pairs exported by the OpenSVC agent in the execution environment of the modules.
  • Only members of the 'CompManager' group are allowed to create or edit rulesets
  • A rule value can be complex, for example a json-serialized dictionnary. OpenSVC ships with a library of compliance objects and corresponding rule edition wizard. Using the objects in modules code abstracts the complex rule parsing, and using the wizards hides the json structures from the designer.
  • Les règles sont groupées en jeux de règles.

  • Rulesets can be explicitely attached to nodes or services, or contextually presented to nodes and services through a filterset.
  • Rulesets can be published or not
  • Rulesets can encapsulate other rulesets
  • Rulesets can be encapsulated in modulesets

Filtersets, Filters

  • Un filtre est une expression conditionnelle similaire à une expression SQL qui s'applique à un type d'information disponible en base de données du collecteur.

  • Filterable information categories are : nodes, services, service resources, service status, disks, tags, moduleset attachments, application codes and node hbas.
  • Les opérateurs disponibles sont >, <, =, !=, IN et LIKE

  • Les filtres doivent être groupés en jeux de filtres.

  • Les jeux de filtres sont aggrégeables pour former d'autres jeux de filtres.

  • Lors d'un regroupement, le designer doit choisir entre les opérateurs AND et OR et doit choisir l'ordre de prise en compte des membres.

Modulesets, Modules

  • Modules apply and verify the rules.
  • Modules are grouped into modulesets.
  • Modulesets are explicitely attached to nodes or services.
  • Modules from attached modulesets are executed by the agent scheduler in check or fix mode depending on the autofix modules property set by the designer.
  • Rulesets can be encapsulated in modulesets.
  • Rules of attached rulesets are visible to all modules of attached modulesets.
  • Rules of rulesets encapsulated in a moduleset are only visible to all modules of the parent modulesets modulesets.
  • Each module picks the rules it is coded to pick.


Different groups, responsible for different sets of nodes and services, can define different and private compliance targets. For example, the front and back-office servers can be under the responsability of different teams. In this case, each team won't want to see the ruleset maintained by the other team.

The collector allows designers to control publication of modulesets and rulesets through publication group attachments, so that they are visible and attachable from services and nodes only if their ownership matches a publication group.

Rulesets and modulesets can have two types of group attachements:

  • Responsible groups (yellow group icon in the designer)

    Users of those groups who are in the CompManager privilege group are allow the modify the compliance object.

  • Publication groups (grey group icon in the designer)

    Users of those groups are allowed to see the compliance object in the designer. Nodes and services under responsability of those groups are allowed to use the compliance object.



In this diagram,

  • the orange ownership-to-publication chains link the moduleset and ruleset to the node and services, meaning the endpoint moduleset and ruleset are visible and attachable from the node and services at the other end of the chains. In other words, Ruleset and Moduleset are visible and attachable only from Node1 and Service2 because they are published to Group2, responsible of Node1 and Service2.
  • the blue ownership-to-publication chains do not link the moduleset and ruleset to the nodes and services, meaning the endpoint moduleset and ruleset are not visible nor attachable from the node and services at the other end of the chains. In other words, Ruleset and Moduleset are not visible nor attachable from Node2 and Service1 because they not published to Group1 and Group3.

Habilitation chains characteristics

  • node-to-ruleset and node-to-moduleset habilitation chains have a single link : the group link

  • service-to-ruleset and service-to-moduleset habilitation chains have an additional link : the service application code.

    • This code is set in each service configuration file by the parameter
    • It must map to an entry of the collector's application code registry
    • This registry is rendered by the Admin > Apps view.
    • The application codes ownership can be set by the collector administrators in this view