Network Working Group                                              Y. Gu
Internet-Draft                                                    Huawei
Intended status: Standards Track                                M. Shore
Expires: August 22, 2013                             Nomountain Software
                                                                D. Zhang
                                                                  Huawei
                                                            S. Sivakumar
                                                                   Cisco
                                                            Feb 18, 2013


                  The Architecture for State Migration
                    draft-gu-statemigration-arch-00

Abstract

   This draft use several motivation use cases to indicate the
   importance of the state migration work.  An architecture and
   components of a solution is given conceiving the use cases, together
   with the interfaces and data models that are required in the
   architecture.

Status of this Memo

   This Internet-Draft is submitted in full conformance with the
   provisions of BCP 78 and BCP 79.

   Internet-Drafts are working documents of the Internet Engineering
   Task Force (IETF).  Note that other groups may also distribute
   working documents as Internet-Drafts.  The list of current Internet-
   Drafts is at http://datatracker.ietf.org/drafts/current/.

   Internet-Drafts are draft documents valid for a maximum of six months
   and may be updated, replaced, or obsoleted by other documents at any
   time.  It is inappropriate to use Internet-Drafts as reference
   material or to cite them other than as "work in progress."

   This Internet-Draft will expire on August 22, 2013.

Copyright Notice

   Copyright (c) 2013 IETF Trust and the persons identified as the
   document authors.  All rights reserved.

   This document is subject to BCP 78 and the IETF Trust's Legal
   Provisions Relating to IETF Documents
   (http://trustee.ietf.org/license-info) in effect on the date of
   publication of this document.  Please review these documents



Gu, et al.               Expires August 22, 2013                [Page 1]


Internet-Draft        State Migration Architecture              Feb 2013


   carefully, as they describe your rights and restrictions with respect
   to this document.  Code Components extracted from this document must
   include Simplified BSD License text as described in Section 4.e of
   the Trust Legal Provisions and are provided without warranty as
   described in the Simplified BSD License.


Table of Contents

   1.  Introduction . . . . . . . . . . . . . . . . . . . . . . . . .  3
   2.  Terminologies and concepts . . . . . . . . . . . . . . . . . .  3
   3.  VM migration in a virtual Data Center Network  . . . . . . . .  5
   4.  Architecture and Components  . . . . . . . . . . . . . . . . .  8
     4.1.  Interfaces . . . . . . . . . . . . . . . . . . . . . . . .  9
     4.2.  Message Flow . . . . . . . . . . . . . . . . . . . . . . . 10
   5.  Security Considerations  . . . . . . . . . . . . . . . . . . . 11
   6.  References . . . . . . . . . . . . . . . . . . . . . . . . . . 11
     6.1.  Normative Reference  . . . . . . . . . . . . . . . . . . . 11
     6.2.  Informative Reference  . . . . . . . . . . . . . . . . . . 11
   Authors' Addresses . . . . . . . . . . . . . . . . . . . . . . . . 11































Gu, et al.               Expires August 22, 2013                [Page 2]


Internet-Draft        State Migration Architecture              Feb 2013


1.  Introduction

   It has been introduced in[framework] that an end-to-end network flow
   typically traverses one or more stateful "middlebox," such as
   firewalls, NATs, traffic and optimizers.  In order to process the
   packets in the flow correctly, the middleboxes need to establish and
   maintain certain state for the flow.  For some reasons (e.g., VM
   migration or Load balance), the path of the flow transported though
   the network may change, and the packets of the flow may be processed
   by some new middleboxes.  If some cases, the new middlebox may not be
   able to process the packets properly if they do not have the
   associated state information.

   This draft first introduce several concret motivation scenarios of
   the state migration and then propose the architecture of a soltuion
   to address the issues raised during the state migration.


2.  Terminologies and concepts

   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 [RFC2119].

   The document uses terms defined in [framework].

   VN: Virtual Network.  This is a virtual L2 or L3 domain that belongs
   a tenant.

   VNI: Virtual Network Instance.  This is one instance of a virtual
   overlay network.  Two Virtual Networks are isolated from one another
   and may use overlapping addresses.

   Virtual Network Context or VN Context: Field that is part of the
   overlay encapsulation header which allows the encapsulated frame to
   be delivered to the appropriate virtual network endpoint by the
   egress NVE.  The egress NVE uses this field to determine the
   appropriate virtual network context in which to process the packet.
   This field MAY be an explicit, unique (to the administrative domain)
   virtual network identifier (VNID) or MAY express the necessary
   context information in other ways (e.g. a locally significant
   identifier).

   VNID: Virtual Network Identifier.  In the case where the VN context
   has global significance, this is the ID value that is carried in each
   data packet in the overlay encapsulation that identifies the Virtual
   Network the packet belongs to.




Gu, et al.               Expires August 22, 2013                [Page 3]


Internet-Draft        State Migration Architecture              Feb 2013


   NVE: Network Virtualization Edge.  It is a network entity that sits
   on the edge of the NVO3 network.  It implements network
   virtualization functions that allow for L2 and/or L3 tenant
   separation and for hiding tenant addressing information (MAC and IP
   addresses).  An NVE could be implemented as part of a virtual switch
   within a hypervisor, a physical switch or router, a Network Service
   Appliance or even be embedded within an End Station.

   Underlay or Underlying Network: This is the network that provides the
   connectivity between NVEs.  The Underlying Network can be completely
   unaware of the overlay packets.  Addresses within the Underlying
   Network are also referred to as "outer addresses" because they exist
   in the outer encapsulation.  The Underlying Network can use a
   completely different protocol (and address family) from that of the
   overlay.

   Data Center (DC): A physical complex housing physical servers,
   network switches and routers, Network Service Appliances and
   networked storage.  The purpose of a Data Center is to provide
   application and/or compute and/or storage services.  One such service
   is virtualized data center services, also known as Infrastructure as
   a Service.

   VM: Virtual Machine.  Several Virtual Machines can share the
   resources of a single physical computer server using the services of
   a Hypervisor (see below definition).

   Hypervisor: Server virtualization software running on a physical
   compute server that hosts Virtual Machines.  The hypervisor provides
   shared compute/memory/storage and network connectivity to the VMs
   that it hosts.  Hypervisors often embed a Virtual Switch (see below).

   Virtual Switch: A function within a Hypervisor (typically implemented
   in software) that provides similar services to a physical Ethernet
   switch.  It switches Ethernet frames between VMs' virtual NICs within
   the same physical server, or between a VM and a physical NIC card
   connecting the server to a physical Ethernet switch.  It also
   enforces network isolation between VMs that should not communicate
   with each other.

   Tenant: A customer who consumes virtualized data center services
   offered by a cloud service provider.  A single tenant may consume one
   or more Virtual Data Centers hosted by the same cloud service
   provider.

   Tenant End System: It defines an end system of a particular tenant,
   which can be for instance a virtual machine (VM), a non-virtualized
   server, or a physical appliance.



Gu, et al.               Expires August 22, 2013                [Page 4]


Internet-Draft        State Migration Architecture              Feb 2013


   Virtual Access Points (VAPs): Tenant End Systems are connected to the
   Tenant Instance through Virtual Access Points (VAPs).  The VAPs can
   be in reality physical ports on a ToR or virtual ports identified
   through logical interface identifiers (VLANs, internal VSwitch
   Interface ID leading to a VM).

   VN Name: A globally unique name for a VN.  The VN Name is not carried
   in data packets originating from End Stations, but must be mapped
   into an appropriate VN-ID for a particular encapsulating technology.
   Using VN Names rather than VN-IDs to identify VNs in configuration
   files and control protocols increases the portability of a VDC and
   its associated VNs when moving among different administrative domains
   (e.g. switching to a different cloud service provider).

   VSI: Virtual Station Interface.  Typically, a VSI is a virtual NIC
   connected directly with a VM.  [Qbg]


3.  VM migration in a virtual Data Center Network

   Use case 1:

   Description:

   As illustrated in Figure 1, there is a virtual data center network
   supporting multiple tenants.  As illustrated in Figure 1, three
   servers, Server1, Server2 and Server3 are connected with three
   virtual network edge devices, VNE1, NVE2 and NVE3 respectively.  The
   packets transported between NVE1 and NVE3 are processed by a stateful
   firewall FW1 while the packets transported between NVE2 and NVE3 are
   processed by a stateful firewall FW2.  The security policies deployed
   on FW1 and FW2 are identical.  However, they are deployed far away
   from each other, and there is no state synchronization between them
   at run time.  This condition is typical when NVE1 and NVE2 are
   located in different data centers which have firewalls deployed at
   the core layer or the convergence layer.

   The virtual machines, VM1 and VM3, belongs to the virtual network
   instance VNI1, and is located within Server 1 and Server 3
   respectively.  VM1 and VM3 communicate using TCP.

   Pre-conditions:

   VM1 moves from Server1 to Server2.

   Post-conditions:

   The communication between VM1 and VM3 based on the TCP is not be



Gu, et al.               Expires August 22, 2013                [Page 5]


Internet-Draft        State Migration Architecture              Feb 2013


   disturbed.

   Requirements:

   The state inforamtion associated with VM1 on the hypervisor of
   Server1 is be forwarded to the hypervisor on Server2.

   NVE2 distributes the mapping information of VM1 to other NVEs.

   The state about the TCP sessions generated by VM1 and MV3 need to
   transited to the FW2 so that it can process the packets transit
   between VM1 and VM3 correctly.  Otherwise, FW2 will discard the
   packets in order to avoid security risks.  For instance, VM1 is an
   attacker which try to perform the syn flood attack on VM2.  The
   attacker can be detected by FW1 if the number of syn packets reaches
   a threshold.  However, if there is no state transition between FW1
   and FW2.  VM1 can perform the attack without being detected by keep
   migrating between Server1 and Server2 before the syn packet sent out
   reaches the threshhold on a firewall.

   Use Case 2:

   Description:

   identical to Use case 1.

   Pre-conditions:

   The path between NVE1 and NVE3 where FW1 is deployed in is broken.

   Post-conditions:

   The communication between VM1 and VM3 are transported through NVE2.

   The communication between VM1 and VM3 based on the TCP is not be
   disturbed.

   Requirements:

   The state about the TCP sessions generated by VM1 and MV3 need to be
   transited to the FW2



                     +-------------------------+
                     |   +-------+             |
                     |   |  VM3  |  Server 3   |
                     |   +---+---+             |



Gu, et al.               Expires August 22, 2013                [Page 6]


Internet-Draft        State Migration Architecture              Feb 2013


                     |       |                 |
                     | +-----+---------------+ |
                     | |    Hypervisor       | |
                     | +---------------------+ |
                     +-------------+-----------+
                                   |
                          +--------+---------+
                    +-----+       NVE3       +-----------+
                    |     +------------------+           |
                    |                                    |
                    |                                    |
                    |                                    |
                    |                                    |
                    |                                    |
                    |        -----------------           |
                    |/  -----                 ----- \\   |
                ////|                                 \\\|\
             ///    |                                    | \\\
          ///       |                                    |    \\\
         |   +------|-------+                   +--------+------+|
       ||    |   FW1        |                   |               | ||
       |     |              |                   |        FW2    |  |
      |      +-----+--------+                   +----+----------+   |
      |            |                                 |              |
       |           |                                 |             |
       ||          |         Network                 |            ||
         |         |                                 |           |
          \\\      |                                 |        ///
             \\\   |                                 |     ///
                \\\|\                                |/////
                   | \\\-----                 -----//|
                   |         -----------------       |
                   |                                 |
   +---------------+--+                           +--+---------------+
   |       NVE1       +---------------------------+      NVE2        |
   +--------+---------+                           +--------+---------+
            |                                              |
+-----------+-------------+                    +-----------+-------------+
| +---------------------+ |                    | +---------------------+ |
| |    Hypervisor       | |                    | |    Hypervisor       | |
| +----+----------------+ |                    | +----+----------------+ |
|      |       Server 1   |                    |      |        Server 2  |
|  +---+---+              |   VM Migration     |  +---+---+              |
|  |  VM1  |--------------+--------------------+->|  VM1  |              |
|  +-------+              |                    |  +-------+              |
+-------------------------+                    +-------------------------+





Gu, et al.               Expires August 22, 2013                [Page 7]


Internet-Draft        State Migration Architecture              Feb 2013


   Figure 1.  A simple example of a virtual data center


4.  Architecture and Components

   This section defines the architecture of the proposed solution which
   can fulfill the state migration requirements described in the use
   cases in Section 2.

   State Host: The entity where the flow-coupled state information is
   generated and restored.  A state Host can be a physical Firewall, a
   Virtual Firewall, a NAT device, a ISP/IDS device, and etc.

   State Orchestration Agent (SOA): an application runs on a State Host
   and collaborates with the State Orchestration Master to perform state
   migration.

   State Orchestration Master (SOM): An centralized entity which
   coordinates the state migration between State Hosts.  In order to
   accomplish its work, a SOM needs to get the notification of a VM
   migration, identify the destination and source State Hosts, and then
   trigger the state migration under the assistance of the associated
   SOAs.  The origin of these notification is not designated in this
   draft.

   Topology Discovery Entity (TDE): The entity which is used to collect
   the topology information of network, including the location of State
   Hosts and VMs.  In this solution, it is the job of a TDE to monitor
   the change of the network topology caused by e.g., VM Migration and
   then find out the destination State Host and source State Host
   according to its knowledge of network topology.  How a TDE creates
   the topology information of a network and how it notices any change
   of the topology is out of the scope of this draft.  There are many
   ways to achieve it in current network deployment.

















Gu, et al.               Expires August 22, 2013                [Page 8]


Internet-Draft        State Migration Architecture              Feb 2013


                          -----------
                          |   SOM   |
                          -----------               ========
                  ************/\************        | TDE  |
                 * __________/  \__________ *       =====^==
                * / Could be indirect link \ *           |
                 ****************************          ~~~~~~~~~~
                /                            \         |Topology|
        ---------------              --------------    ~~~~~~~~~~
        | -------     |              | -------    |
        | | SOA |     |              |? SOA |    |
        | -------     |              | -------    |
        |  State Host |              |  State Host|
        ---------------              --------------
               |                             |
         *****************************************
        *                                         *
       *                                           *
      *     Could be any kind of network topology   *
       *                                           *
        *                                         *
         *****************************************
               |                             |
               |                             |
           --------                      --------
           | VM1  |                      | VM1' |
           --------                      --------

                  Figure 1: State Migration Architecture

   Note that the connections between a State Host and a VM can be
   various.  All the use cases introduced above can fit into this
   architecture.  It is obvious to match this architecture in a NVO3
   Data Center network or a traditional Data Center network.  In a
   virtual Firewall case, the connection between a VM and a State Host
   is usually within a Hypervisor, and the TDE can be the Hypervisor
   itself, who obvisouly has the view of the topology of in-server
   network attached to it.

4.1.  Interfaces

   Based on the architecture, there are several interfaces needed to
   define.  The interfaces and the functionality of each interface are
   defined in below.

   o  IF(M,T):





Gu, et al.               Expires August 22, 2013                [Page 9]


Internet-Draft        State Migration Architecture              Feb 2013


      *  F1: State Migration Notification.  If a TDE detects any
         topology changes caused by a VM Migration, it notifies the SOM
         about the changes.  The messages for state migration
         notification should includes the identities of the destination
         and source State Hosts, and the Identity of the migrated VM.
         The Identity of a State Host can be an IP Address, a system
         name or anything that can uniquely resprent the State Host
         within the network.  Similarly, the identity of a VM can be
         anything that State Host can uniquely identify the VM wthin the
         network (e.g., an IP address or an VMID defined in NOV3 WG).

   o  IF(M,A) :

      *  F1: SOA authentication and authorization. when a SOA starts
         running on State Host, the SOA first sends an authentication
         and authorization request to a SOM.  In the request, SMA should
         inform the SOM of its identity, its certification, the protocol
         versions it suports and network addresses being used.  If the
         authenticaiton succeeds, the SOA is authorized to join the work
         in the future state migration.

      *  F2: State Host Registration.  Once a SOA is authenticated by
         the SOM, the SOA collects the profile of the State Host on
         which it is running and registers the State Host on the SOM.
         The profile of State Host includes the identifty of the State
         Host, the representation of state on this specific State Host,
         functions allowed on this State Host, and etc.

      *  F3: State Migration Indication.  While state migration is
         required, SOM will send a request to the correspondent SOA to
         upload or download the state which needs to be migrated.

        -------               -----------               =======
        | SOA |<---IF(M,A)--->|   SOM   |<---IF(M,T)--->| TDE |
        -------               -----------               =======

                           Figure 2: Interfaces

4.2.  Message Flow

   Take Use Case 1 as an example, the following message flow shows a
   complete example of possible solution.









Gu, et al.               Expires August 22, 2013               [Page 10]


Internet-Draft        State Migration Architecture              Feb 2013


            SOA-Src              SOM        TDM        SOA-Dst

             |<---------A&A------>|<--Authorization&----->|
                                     Authentication (A&A)
             |--State Host Reg--->|<--State Host Reg------|
   ==================================================================
   VM is
   Migrated~~                     |<-Notify---|
             |<--Upload Request---|
             |---Upload State---->|
                                  |--Get ready to-------->|
                                      Receive State

                                  |<-----Ready and -------|
                                      Download Request

                                  |---Download State----->|

                          Figure 3: Message Flow


5.  Security Considerations

   TBD


6.  References

6.1.  Normative Reference

   [RFC2119]  Bradner, S., "Key words for use in RFCs to Indicate
              Requirement Levels", March 1997.

   [Qbg]      "IEEE P802.1Qbg Edge Virtual Bridging".

6.2.  Informative Reference

   [framework]
              Gu, Y., Shore, M., and S. Sivakumar, "A Framework and
              Problem Statement for Flow-associated Middlebox State
              Migration", October 2012.










Gu, et al.               Expires August 22, 2013               [Page 11]


Internet-Draft        State Migration Architecture              Feb 2013


Authors' Addresses

   Yingjie Gu
   Huawei


   Phone:
   Fax:
   Email: guyingjie@huawei.com
   URI:


   Melinda Shore
   Nomountain Software


   Phone:
   Fax:
   Email: melinda.shore@nomountain.net
   URI:


   Dacheng Zhang
   Huawei


   Phone:
   Fax:
   Email: zhangdacheng@huawei.com
   URI:


   Senthil Sivakumar
   Cisco


   Phone:
   Fax:
   Email: ssenthil@cisco.com
   URI:











Gu, et al.               Expires August 22, 2013               [Page 12]