SAM                                                J. Buford, Panasonic 
     Internet Draft                                      S. Kadadi, Motorola 
     Expires: June 30, 2007                                December 31, 2006 
                                                                             
                                                                             
                                         
      
                                           
                                SAM Problem Statement 
                       draft-irtf-sam-problem-statement-01.txt 


     Status of this Memo 

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        This Internet-Draft will expire on June 30, 2007. 

     Copyright Notice 

        Copyright (C) The Internet Society (2006).  All Rights Reserved. 

     Abstract 

        We describe the generally expected behavior of a scalable and 
        adaptive multicast architecture, leaving further details to separate 
        documents on requirements and the SAM design space. This document is 

      
      
      
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        a starting point for discussions of feasibility, priority, and 
        deployability. 

     Conventions used in this document 

        In examples, "C:" and "S:" indicate lines sent by the client and 
        server respectively. 

        The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT", 
        "SHOULD", "SHOULD NOT", "RECOMMENDED", "MAY", and "OPTIONAL" in this 
        document are to be interpreted as described in RFC-2119 [1]. 

     Table of Contents 

         
        1. Introduction...................................................2 
        2. Heterogeneous Multicast Infrastructure.........................3 
           2.1. Varying Infrastructure by Network Region..................3 
           2.2. Regional Transitions......................................4 
        3. Quality of Service.............................................4 
           3.1. Native QOS, No Native Multicast...........................4 
           3.2. Other Combinations........................................5 
        4. Mobility.......................................................5 
           4.1. Multicast Service Selection...............................6 
           4.2. Transitions between ALM and Native Multicast..............7 
           4.3. Other Considerations......................................7 
        5. Security Considerations........................................7 
        6. Conclusions....................................................8 
        7. References.....................................................8 
           7.1. Normative References......................................8 
           7.2. Informative References....................................8 
        Author's Addresses................................................8 
        Intellectual Property Statement...................................9 
        Disclaimer of Validity............................................9 
        Copyright Statement...............................................9 
        Acknowledgment....................................................9 
         
     1. Introduction 

        The concept of scalable adaptive multicast includes both scaling 
        properties and adaptability properties.  Scalability is intended to 
        cover: 
        o  large group size 

        o  large numbers of small groups 

      
      
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        o  rate of group membership change 

        o  admission control for QoS 

        o  use with network layer QoS mechanisms 

        o  varying degrees of reliability 

        o  trees connect nodes over global internet 

        Adaptability includes 
        o  use of different control mechanisms for different multicast trees 
           depending on initial application parameters or application class 

        o  changing multicast tree structure depending on changes in 
           application requirements, network conditions, and membership 

        o  use of different control mechanisms and tree structure in 
           different regions of network depending on native multicast 
           support, network characteristics, and node behavior 

        The following sections describe some adaptation scenarios.  After the 
        base scenarios are elaborated, then scenarios for scalability and 
        dynamic adaptation should be added. 

     2. Heterogeneous Multicast Infrastructure 

     2.1. Varying Infrastructure by Network Region 

        Regions A, B, C are disjoint areas of the network with some type of 
        native multicast support.  Region Z is all other areas of the network 
        with no native multicast support.  Region Z may be partitioned by A, 
        B, and/or C. 

        A multicast connection between nodes in A, B, C, and Z is needed. In 
        each region A, B, C, the respective native multicast mechanism is 
        used.   

        Multicast topology choices include: 

        o  Multicast applications see an end-to-end multicast application 
           layer which is mapped to a native layer transparently in the 
           regions that it is available. The overlay’s group management 
           mechansisms hold for all nodes, and are mapped transparently to 
           the native layer mechanisms in the appropriate regions.  All nodes 
           have addresses in the overlay. 
      
      
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        o  Multicast applications see an end-to-end native multicast, where 
           nodes in region Z connect to native regions using tunnels. The 
           native group management mechanisms hold for all nodes. 

        Homogeneous sub-case: regions A, B, C may use the same native 
        multicast protocol.   

     2.2. Regional Transitions 

        A node in a new region D joins the multicast tree.  Region D has 
        native support. 

        What is the minimum number of nodes in a region needed for native 
        support to be used in that part of the tree? 

     3. Quality of Service 

     3.1. Native QOS, No Native Multicast 

        Each endpoint in the multicast tree specifies QOS constraints such as 
        bandwidth, delay, and jitter for a given source.  Multicast join 
        includes admission control step for the selected QOS mechanism. This 
        means that the join decision combines both multicast tree 
        considerations (eg., best metrics) and an admission control decision.  
        Paths to different endpoints from a given source might have different 
        QOS constraints.  A given multicast tree may mix QOS delivery and 
        best effort delivery to different receivers. 

        Available IP QOS mechanisms include Intserv, Diffserv, and MPLS. 
        Assume all regions of network have interoperable native QOS 
        mechanism.  Assume all receivers have homogenous capabilities. 

        The topology of the overlay is not assumed to be isomorphic to 
        available QOS paths.  The overlay must be sophisticated enough to 
        determine what paths are available and arrange its tree construction 
        and routing behaviour accordingly. 

        In order to enforce QOS, a measurement mechanism is needed. The 
        scalability of the measurement, feedback and policing mechanism is an 
        important issue.  RTP is such a measurement and feedback protocol for 
        UDP. 

        A source might adapt its bit rate and quality depending on feedback 
        from receivers.  There might be graceful degradation mechanisms such 
        as multi-description coding over different multicast paths.  This 
        behavior is application dependent. 

      
      
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     3.2. Other Combinations 

        Heterogeneous QOS refers to either 1) portions of the network where 
        no QOS mechanism exists at native level, or 2) receivers which have 
        heterogeneous capabilities.   

        These combinations need further elaboration. 

        o  Native QOS with Regional Native Multicast 

        o  Heterogeneous QOS, No Native Multicast 

        o  Heterogeneous QOS, Regional Native Multicast 

     4. Mobility 

        We assume mobile nodes use Mobile IP (MIP), and that regions of the 
        network that mobile nodes operate in are MIP enabled. Any node in the 
        multicast tree may be mobile, and we consider source node mobility as 
        a special case. 

        A mobile node’s home address (HoA) is associated with its overlay 
        address (if this is an overlay) or group multicast address.   As the 
        node moves to another network, multicast messages are routed to it 
        via the home agent (HA).  In addition to increased latency, node 
        mobility can impact robustness of multicast delivery due to loss of 
        connectivity during mobility transitions. Some link layer solutions 
        may mitigate or eliminate connectivity loss, but may require sending 
        packets to both old and new care-of addresses during the transition. 

        If the node uses its care-of address (CoA) in the overlay or 
        multicast tree, then any mobility transition will be disruptive, 
        causing  a leave-join sequence.  

        Forwarding of packets can be through the home agent.  If the source 
        address is the care-of address, these might be rejected by nodes 
        expecting packets only from overlay-registered addresses. 

        In general, mobile node transitions to another network lead to lost 
        packets during the transition, and downstream nodes in the tree will 
        also be disconnected.  Possibile solutions are bi-casting the packets 
        to both old and new CoA, or buffering packets at the HA or old or new 
        anchored points. 

        If the overlay is aware that the node is mobile, then it could 
        construct a mesh rather than tree to connect to.  The mesh might 
        provide redundant paths to the mobile node’s children in the tree. 
      
      
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        The overlay might use knowledge about node movement to make a set of 
        target anchor points prejoin the multicast group/service so that the 
        handoff delay can be reduced. Solutions similar to low latency 
        handoffs/Fast MIPv6 (prereg) could be used. 

        There can be different scenarios depending on whether all nodes in 
        multicast tree are mobile or a subset of nodes. 

     4.1. Multicast Service Selection 

        As the node moves from one network to another network, it can get 
        multicast service in the new network in three ways: 1) from the new 
        foreign network, 2) from the home network via a tunnel, 3) from the 
        old foreign network via a tunnel, if the transition was from one 
        foreign network to another.  The selection may depend on what is 
        available in the new foreign network and which of the three 
        mechanisms was used in the previous foreign network. 

        1. Multicast service to/from the new foreign network 

        o  In the case of native multicast, this means that the new foreign 
           network has a multicast router which the mobile node uses. The 
           mobile node can use the new IP address (obtained in the new 
           network). This causes a leave-join sequence. If the router in the 
           new network is not already a part the multicast tree, there will 
           be additional delay to join the multicast tree in the foreign 
           network. The mobile node uses either the CoA as the source address 
           of control messages or its HoA.  

        2. Multicast service via home network  

        o  Multicast packets are tunneled to/from the mobile node by the HA.  
           The mobile node uses HoA for multicast control messages. No need 
           to join/leave the multicast group during handoff. The transmission 
           path is not optimal. 

        o  If the tunnel end-point is not a mobile node, this may result in 
           duplicate packets. Consider the case where packets of the same 
           multicast group are tunneled to the new network. This means two 
           HAs are tunneling packets for the same multicast group to the same 
           foreign network. Possible solutions to this are: 1) applications 
           in mobile node takes care of duplicate packets, 2) multicast 
           packets are  sent to mobile node as unicast packets (e.g., Mobile 
           IPv4 uses this solution).    

        3. Multicast service from old foreign network 

      
      
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        o  The mobile node gets the packets from its old multicast service 
           anchor point until it registers/joins new multicast service anchor 
           point in new network. Once it starts getting packets from new 
           anchor point, it leaves its old anchor point. This means that 
           packets are tunneled from the old foreign network until the mobile 
           node gets multicast service from the new foreign network. 

        o  There is minimal packet loss. There may be duplicate packets 
           during the transition. A leave and join sequence results. 

     4.2. Transitions between ALM and Native Multicast 

        Transitions of mobile nodes between heterogeneous multicast networks 
        (say, from a native multicast region to OL/ALM multicast region or 
        vice versa) need to be considered. 

     4.3. Other Considerations 

        o  Multicast source mobility: Mobile source nodes may have more 
           impact than other cases, and overlay tree/mesh may be reorganized 
           when the multicast source moves to a new network.  There may be 
           solutions specific to source node mobility that may not scale to 
           mobile nodes in general. 

        o  Scalability of advertisement mechanisms. Multicast advertisements 
           are also multicast packets with well known multicast group address 
           and port number. If mobile nodes which are in the foreign network 
           want to know about multicast services in home network, these 
           advertisement packets should be sent to foreign network. The home 
           agent can tunnel packets to the foreign network, but it can 
           increase the load on the HA. 

        o  Network topology supported by the access network. 

     5. Security Considerations 

        [RESC2006] surveys the security issues specific to overlay networks   
        which include: 

        o  Correctness of routing due to malicious nodes acting individually 
           or collectively 

        o  Node impersonation due to lack of secure routing and identity 

        o  Fairness enforcement since each node acts autonomously, it can 
           chose to limit its resource contribution to the operation of the 
           overlay 
      
      
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        o  Denial of service (DOS) 

        o  Using overlays for launching DDoS attacks [ROSS2006] 

        SAM will not solve the overlay security problems, but should work 
        with overlays that provide security mechanisms. 

     6. Conclusions 

        Using this discussion with the separately developed SAM Design Space, 
        we will be able to enumerate those ares of the problem space for 
        which solutions exist and those which are open problems.  This will 
        suggest the steps by which the SAM Framework is designed. 

     7. References 

     7.1. Normative References 

        [1]   Bradner, S., "Key words for use in RFCs to Indicate Requirement 
              Levels", BCP 14, RFC 2119, March 1997. 

     7.2. Informative References 

        [MUR2006] E. Muramoto, Y. Imai, N. Kawaguchi. Requirements for 
                  Scalable Adaptive Multicast Framework in Non-GIG Networks.  
                  November 2006.  Internet Draft draft-muramoto-irtf-sam-
                  generic-require-01.txt, work in progress. 

        [RESC2006] E. Rescorla.  Introduction to Distributed Hash Tables.  
                  IETF-65 Technical Plenary, March 2006. 
                  www3.ietf.org/proceedings/06mar/slides/plenaryt-2.pdf 

        [ROSS2006] K. Ross.  Exploiting P2P Systems for DDOS Attacks.  IETF 
                  65 P2PRG CORE Subgroup.  www.cs.uml.edu/~buford/irtf-
                  p2prg/ietf65/ietf65-irtf-p2prg-core-ddos.pdf 

     Author's Addresses 

        John Buford 
        Panasonic Princeton Laboratory 
                         rd
        2 Research Way, 3  Floor 
        Princeton, NJ 08540, USA 
        Email: buford@research.panasonic.com 
         
        Shivanand Kadadi 
        Motorola Bangalore India 
        Email: a22063@motorola.com 
      
      
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     Intellectual Property Statement 

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     Copyright Statement 

        Copyright (C) The Internet Society (2006). 

        This document is subject to the rights, licenses and restrictions 
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     Acknowledgment 

        Funding for the RFC Editor function is currently provided by the 
        Internet Society. 

      
      
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