From Sebastien.Roy@sun.com Wed Dec  3 11:23:08 2008
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Date: Wed, 03 Dec 2008 14:22:48 -0500
From: Sebastien Roy <Sebastien.Roy@sun.com>
Subject: PSARC 2008/575 Inception review summary
Sender: Sebastien.Roy@sun.com
To: psarc-ext <psarc-ext@sun.com>
Cc: Sangeeta Misra <Sangeeta.Misra@sun.com>,
        "Erik.Nordmark" <Erik.Nordmark@sun.com>
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In addition to the responses that Sangeeta already provided in the
issues file, the relevant parts of today's Inception review were:

* Regarding djr-00 and the general interaction with filtering hooks:

There isn't very much ILB specific code in the ip kernel module itself.
Only the hooks are part of the IP datapath code, and those don't
comprise very much code.

Erik Nordmark gave an overview of the reasons why filtering hooks aren't
a good fit for load balancing.  Specifically, there are requirements on
the location of the hooks which the filtering hooks don't meet, as well
as issues regarding the ordering of the hook callbacks.  There are also
semantic requirements of the load balancing hooks (the ability to change
the next hop on output for example) that the filtering hooks don't
provide in an efficient way.

There were concerns raised that the lack of a general-purpose hook
mechanism (despite the claims that there is already such a mechanism, it
doesn't appear to be the case) is leading to exploding complexity in the
IP implementation.  Erik noted that the existence of a general-purpose
hook mechanism would not necessarily address the complexity problem due
to the sensitive nature of the interactions between the different hook
consumers.

Given this information, the committee asks the project team to clearly
document the interactions between load balancing and other hooks such as
filtering, observability, and Dtrace probes.

* Regarding Jim Carlson's whiteboard level 0:  requirements on VRRP

Sangeeta Misra noted that there are two failover cases that will use
VRRP, neither of which would require any feature beyond what is
currently defined in the VRRP RFC.  There are more details in appendix C
of the design document.

This project does not require "grouping" (a feature that was initially
included in the VRRP case), nor the scripting interface that is being
defined by VRRP.

Sangeeta took an action-item to send mail to the VRRP case log to state
the requirements that this case poses on VRRP.

* Regarding Glenn Skinner's issue of "one more special-purpose uid":

Do we really need another special-purpose user-id?  The project team
will investigate whether this is really needed, including the
possibility of using "root" with dropped privileges.

There should be advice in the opinion for this case to the appropriate
management team on defining architecture suitable to allow projects to
use user-id's other than "root".

-Seb



From gww@eng.sun.com Wed Dec  3 11:54:02 2008
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Date: Wed, 03 Dec 2008 11:53:29 -0800 (PST)
From: Gary Winiger <gww@eng.sun.com>
Subject: Re: PSARC 2008/575 Inception review summary
To: psarc-ext@sun.com, Sebastien.Roy@sun.com
Cc: Sangeeta.Misra@sun.com, Erik.Nordmark@sun.com
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> * Regarding Glenn Skinner's issue of "one more special-purpose uid":
> 
> Do we really need another special-purpose user-id?  The project team
> will investigate whether this is really needed, including the
> possibility of using "root" with dropped privileges.
> 
> There should be advice in the opinion for this case to the appropriate
> management team on defining architecture suitable to allow projects to
> use user-id's other than "root".

	I mentioned there was a discussion of a similar request for
	new userID from a case of Nico's.  That case seems to be
	PSARC/2008/507  OpenLDAP for OpenSolaris.  I thought there
	was more discussion than seems to be in the case log.
	Possibly it occurred off line.  Perhaps I misremembered.
	Perhaps someone else has the case I was thinking of.

Gary..

From carlsonj@phorcys.east.sun.com Wed Dec  3 13:26:35 2008
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Date: Wed, 03 Dec 2008 16:26:27 -0500
From: James Carlson <james.d.carlson@sun.com>
Subject: Re: PSARC 2008/575 Inception review summary
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        Erik.Nordmark@sun.com
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Gary Winiger writes:
> > * Regarding Glenn Skinner's issue of "one more special-purpose uid":
> > 
> > Do we really need another special-purpose user-id?  The project team
> > will investigate whether this is really needed, including the
> > possibility of using "root" with dropped privileges.
> > 
> > There should be advice in the opinion for this case to the appropriate
> > management team on defining architecture suitable to allow projects to
> > use user-id's other than "root".
> 
> 	I mentioned there was a discussion of a similar request for
> 	new userID from a case of Nico's.  That case seems to be
> 	PSARC/2008/507  OpenLDAP for OpenSolaris.  I thought there
> 	was more discussion than seems to be in the case log.
> 	Possibly it occurred off line.  Perhaps I misremembered.
> 	Perhaps someone else has the case I was thinking of.

I think it was also discussed in 2008/260, but, yes, 2008/507 was the
main thread I remember.

It sure would be nice to have a solution before the 99 magic numbers
are all gone.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From Darren.Reed@sun.com Wed Dec  3 18:14:45 2008
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Date: Thu, 04 Dec 2008 13:14:35 +1100
From: Darren Reed <Darren.Reed@sun.com>
Subject: Re: PSARC 2008/575 Inception review summary
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Sebastien Roy wrote:
> In addition to the responses that Sangeeta already provided in the
> issues file, the relevant parts of today's Inception review were:
>
> * Regarding djr-00 and the general interaction with filtering hooks:
>
> There isn't very much ILB specific code in the ip kernel module itself.
> Only the hooks are part of the IP datapath code, and those don't
> comprise very much code.

Thanks for the clairification.
The design document didn't give that impression.


> Erik Nordmark gave an overview of the reasons why filtering hooks aren't
> a good fit for load balancing.  Specifically, there are requirements on
> the location of the hooks which the filtering hooks don't meet, as well
> as issues regarding the ordering of the hook callbacks.  There are also
> semantic requirements of the load balancing hooks (the ability to change
> the next hop on output for example) that the filtering hooks don't
> provide in an efficient way.

What I am looking for is a new packet event,
not the reuse of an existing one, that has different
semantics to those used for packet filtering (firewall.)
A load balancr needs to interact with the packet in a
different way to a firewall/NAT, so I see no reason why
hooks designed to support those specific features should
be reused for load balancing or as the template from
which to create a load balancing packet event.


> There were concerns raised that the lack of a general-purpose hook
> mechanism (despite the claims that there is already such a mechanism, it
> doesn't appear to be the case) is leading to exploding complexity in the
> IP implementation.  Erik noted that the existence of a general-purpose
> hook mechanism would not necessarily address the complexity problem due
> to the sensitive nature of the interactions between the different hook
> consumers.

If the general purpose mechanism isn't general
purpose enough then it behooves us to document
what its failings are and try to improve it.
Additionally, we should make a better attempt to
use existing interfaces and improve them as required
(especially when the idea is to promote them for
external use) rather than baking new, private, ones
every time we have a slightly different programming
task.

Darren


From carlsonj@phorcys.east.sun.com Wed Dec  3 21:21:11 2008
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Date: Thu, 04 Dec 2008 00:21:03 -0500
From: James Carlson <james.d.carlson@sun.com>
Subject: Re: PSARC 2008/575 Inception review summary
In-reply-to: <49373D0B.2000202@Sun.COM>
To: Darren Reed <Darren.Reed@sun.com>
Cc: Sebastien Roy <Sebastien.Roy@sun.com>, psarc-ext <psarc-ext@sun.com>,
        "Erik.Nordmark" <Erik.Nordmark@sun.com>,
        Sangeeta Misra <Sangeeta.Misra@sun.com>
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Darren Reed writes:
> If the general purpose mechanism isn't general
> purpose enough then it behooves us to document
> what its failings are and try to improve it.
> Additionally, we should make a better attempt to
> use existing interfaces and improve them as required
> (especially when the idea is to promote them for
> external use) rather than baking new, private, ones
> every time we have a slightly different programming
> task.

As we tried to point out during the review of netinfo/pfhooks, we've
had a large number of "generic packet event frameworks" come through
the ARC, including Fireengine and IPQoS.  Each has said that there was
some flaw with the previous one, that the previous one couldn't be
extended to do what was needed, and that thus either a new one would
be built, or some project would bypass the hooks and just link
directly into IP.

This just follows that tradition.

It's certainly true that we could update netinfo.  It's also true that
the ILB project team made some good points about why they can't use
it.  But at a higher level, the problem we have is that we have
"framework" projects that (for whatever reason) promise more than they
seem to deliver, likely because there are fundamental issues (such as
conflicts among hooks and performance) that haven't been resolved.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From erik.nordmark@sun.com Thu Dec  4 10:43:15 2008
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Date: Thu, 04 Dec 2008 10:43:10 -0800
From: Erik Nordmark <erik.nordmark@sun.com>
Subject: Re: PSARC 2008/575 Inception review summary
In-reply-to: <49373D0B.2000202@Sun.COM>
To: Darren Reed <Darren.Reed@sun.com>
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Darren Reed wrote:

> What I am looking for is a new packet event,
> not the reuse of an existing one, that has different
> semantics to those used for packet filtering (firewall.)
> A load balancr needs to interact with the packet in a
> different way to a firewall/NAT, so I see no reason why
> hooks designed to support those specific features should
> be reused for load balancing or as the template from
> which to create a load balancing packet event.

My understanding is that the pfhooks project provided a rather general 
approach for packet *filter* hooks, and they seem to work quite well for 
that purpose. You seem to think of them as "generic IP packet hooks". I 
don't think they were designed for that purpose in mind; I certainly 
didn't review them as such. And such generality might not be useful.

>> There were concerns raised that the lack of a general-purpose hook
>> mechanism (despite the claims that there is already such a mechanism, it
>> doesn't appear to be the case) is leading to exploding complexity in the
>> IP implementation.  Erik noted that the existence of a general-purpose
>> hook mechanism would not necessarily address the complexity problem due
>> to the sensitive nature of the interactions between the different hook
>> consumers.

That was only one of my points.

We have several cases when we use hard-code code paths to plug in 
different functionality in IP. IPsec is a good example of that. One 
could in principle argue that IPsec should have used a "generic IP 
packet hooks" interface instead of hard-coding callouts from IP to 
IPsec. But I think we did the right thing there, since IPsec is quite an 
integral part of the IP layer and we need a tight and evolving coupling 
between the two.

I also pointed out in the meeting that we might implement future things 
that would likewise benefit from hard-coded callouts. Mobile IP and 
shim6 are things that it wouldn't make sense to implement using some 
generic "IP packet hooks" framework, for the same reasons that IPsec 
doesn't fit.

I think L3/L4 LB fits in the same category even though its interactions 
with IP is currently simpler than e.g., IPsec or MIP. If we look at the 
micro-architecture of ip_input() we see that one of the things it needs 
to do is to determine the next-hop of the packet. This is determined 
from a source route option or the IP destination field.
An L3/L4 LB affects this. In particular, when doing DSR i.e. the packet 
is not modified, this is the only effect the LB has; the nexthop is 
determined from the LB decision. But that micro-architecture has to be 
such that we get predictable behavior when combined with a 1) source 
route option and/or 2) a pfhooks user which NATs the packet.
Hence the order is critical.

Jim pointed out that this could be done using pfhooks plus the net 
routeto/inject. But that would make L3/L4 LB be (yet another) bolt on 
which doesn't fit well which seems counter to our need to reduce and 
manage the implementation complexity in the IP stack.

> If the general purpose mechanism isn't general
> purpose enough then it behooves us to document
> what its failings are and try to improve it.

I do think we should document the issues of how to use pfhooks for 
packet filter and NAT. But I don't think we should try to incrementally 
turn it into something it wasn't intended to be ("IP hooks").

FWIW I've told you of some of the issues a while back.
1. It isn't clear which hook entrypoints the hook user can modify the 
packet and have IP take notice (e.g., to route it based on a changed 
destination.) I think we should just document that this can only be done 
for "physical_in_event".
2. It would be good of the result of the hook was different when the 
packet was modified as opposed to passed through unmodified, since that 
would help detect incorrect cases of #1 and also allow optimizations in 
ip_input.
3. Having multiple consumers on the same hook where more than one of 
them modify the packet seems problematic. I don't know if we have any 
cases where folks want to do this,. If we do at least the order is 
critical. But it might also be that user2 needs to be aware that user1 
modified the packet. [My, perhaps incorrect, understanding of Linux is 
that they manage such complexity by having iptables be the only user of 
the hook and which allows them to extend and modify iptables to do that 
ever they need. Hence they can avoid ships-in-the-night modifications of 
the same packet.]

> Additionally, we should make a better attempt to
> use existing interfaces and improve them as required
> (especially when the idea is to promote them for
> external use) rather than baking new, private, ones
> every time we have a slightly different programming
> task.

You make a very general statement above, which might read like 
motherhood and apply pie.

In any particular case I think it requires some careful engineering 
judgment to determine what can be reused and the trade offs. Reusing the 
round hole for the square peg is known to be problematic.

    Erik

From Darren.Reed@sun.com Thu Dec  4 18:21:07 2008
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Date: Fri, 05 Dec 2008 13:20:56 +1100
From: Darren Reed <Darren.Reed@sun.com>
Subject: Re: PSARC 2008/575 Inception review summary
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Erik Nordmark wrote:
> Darren Reed wrote:
...
>>> There were concerns raised that the lack of a general-purpose hook
>>> mechanism (despite the claims that there is already such a 
>>> mechanism, it
>>> doesn't appear to be the case) is leading to exploding complexity in 
>>> the
>>> IP implementation.  Erik noted that the existence of a general-purpose
>>> hook mechanism would not necessarily address the complexity problem due
>>> to the sensitive nature of the interactions between the different hook
>>> consumers.
>
> That was only one of my points.
>
> We have several cases when we use hard-code code paths to plug in 
> different functionality in IP. IPsec is a good example of that. One 
> could in principle argue that IPsec should have used a "generic IP 
> packet hooks" interface instead of hard-coding callouts from IP to 
> IPsec. But I think we did the right thing there, since IPsec is quite 
> an integral part of the IP layer and we need a tight and evolving 
> coupling between the two.
>
> I also pointed out in the meeting that we might implement future 
> things that would likewise benefit from hard-coded callouts. Mobile IP 
> and shim6 are things that it wouldn't make sense to implement using 
> some generic "IP packet hooks" framework, for the same reasons that 
> IPsec doesn't fit.
>
> I think L3/L4 LB fits in the same category even though its 
> interactions with IP is currently simpler than e.g., IPsec or MIP.

I disagree... IPsec and Mobile IP/shim6 are integral features of the IP 
protocol suite
and the way in which they need to be handled should reflect this, which 
is to say that
I agree with how they're treated today.

Load balancing is not in the same category.

Whilst load balancing does need to sit at a very particular point in the 
code path
for IP packets, it's interaction with IP and its role are distinctly 
value-add rather
than basic functionality needed to interoperate with other systems - as 
is the case
with NAT.

 > If we look at the micro-architecture of ip_input() we see that one of 
the things it needs to
 > do is to determine the next-hop of the packet. This is determined 
from a source route
 > option or the IP destination field.
 >
> An L3/L4 LB affects this. In particular, when doing DSR i.e. the 
> packet is not modified, this is the only effect the LB has; the 
> nexthop is determined from the LB decision. But that 
> micro-architecture has to be such that we get predictable behavior 
> when combined with a 1) source route option and/or 2) a pfhooks user 
> which NATs the packet.
> Hence the order is critical.

I agree with this.

>> If the general purpose mechanism isn't general
>> purpose enough then it behooves us to document
>> what its failings are and try to improve it.
>
> I do think we should document the issues of how to use pfhooks for 
> packet filter and NAT. But I don't think we should try to 
> incrementally turn it into something it wasn't intended to be ("IP 
> hooks").

Hmm, I'll follow up with you on this out of band..


> FWIW I've told you of some of the issues a while back.
> 1. It isn't clear which hook entrypoints the hook user can modify the 
> packet and have IP take notice (e.g., to route it based on a changed 
> destination.) I think we should just document that this can only be 
> done for "physical_in_event".
> 2. It would be good of the result of the hook was different when the 
> packet was modified as opposed to passed through unmodified, since 
> that would help detect incorrect cases of #1 and also allow 
> optimizations in ip_input.

(1) should be captured on a man page, but which one?
(2) sounds like something meaningful that can, at the very least,
    be put into an RFE - see 6781115.


> 3. Having multiple consumers on the same hook where more than one of 
> them modify the packet seems problematic. I don't know if we have any 
> cases where folks want to do this,. If we do at least the order is 
> critical. But it might also be that user2 needs to be aware that user1 
> modified the packet. [My, perhaps incorrect, understanding of Linux is 
> that they manage such complexity by having iptables be the only user 
> of the hook and which allows them to extend and modify iptables to do 
> that ever they need. Hence they can avoid ships-in-the-night 
> modifications of the same packet.]

Linux does allow more than just iptables to hook in,
however the method they choose to determine the order
in which a packet is received (assignment of priority
numbers for the various "hooks") was rejected by PSARC.

iptables provides the NAT/firewalling for Linux. You should
also have a look at what they call "netfilter" as it is "netfilter"
that provides the infrastructure in Linux for iptables to use.

So the ships-in-the-night problem is definately present there,
as well as everywhere else that I've seen, too. But as long as
the relative ordering of multiple consumers is correct and
stable, then it shouldn't be necessary for others to be aware
of someone else having made a change (or that will make one.)

Darren


From erik.nordmark@sun.com Thu Dec  4 21:51:56 2008
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Date: Thu, 04 Dec 2008 21:51:48 -0800
From: Erik Nordmark <erik.nordmark@sun.com>
Subject: Re: PSARC 2008/575 Inception review summary
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Darren Reed wrote:

> I disagree... IPsec and Mobile IP/shim6 are integral features of the IP 
> protocol suite
> and the way in which they need to be handled should reflect this, which 
> is to say that
> I agree with how they're treated today.

First of all, the purpose of the ILB project is to increase what is 
considered being integral parts of an IP stack in the 21st century.

But are you arguing that the IP protocol suite (as defined by the IETF) 
is the only thing we should integrate tightly in IP? We have tight 
integration of at least CGTP, zones, and TX, neither of which is part of 
the protocol suite defined by the IETF.

> Load balancing is not in the same category.
> 
> Whilst load balancing does need to sit at a very particular point in the 
> code path
> for IP packets, it's interaction with IP and its role are distinctly 
> value-add rather
> than basic functionality needed to interoperate with other systems - as 
> is the case
> with NAT.

Is this a business argument that people would be willing to pay extra 
for a L3/L4 load balancer.

In any case, none of the above reads like architectural arguments.

> Linux does allow more than just iptables to hook in,
> however the method they choose to determine the order
> in which a packet is received (assignment of priority
> numbers for the various "hooks") was rejected by PSARC.

The issue isn't whether it is allowed or not. The issue is how people in 
practice handle the complexity of multiple things using the same hook at 
the same time. I was postulating that they handle it by avoiding using 
that capability.

    Erik

From carlsonj@phorcys.east.sun.com Fri Dec  5 06:55:02 2008
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Date: Fri, 05 Dec 2008 09:54:56 -0500
From: James Carlson <james.d.carlson@sun.com>
Subject: Re: PSARC 2008/575 Inception review summary
In-reply-to: <49389008.1060804@Sun.COM>
To: Darren Reed <Darren.Reed@sun.com>
Cc: Erik Nordmark <Erik.Nordmark@sun.com>, psarc-ext <psarc-ext@sun.com>,
        Sebastien Roy <Sebastien.Roy@sun.com>,
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Darren Reed writes:
> Linux does allow more than just iptables to hook in,
> however the method they choose to determine the order
> in which a packet is received (assignment of priority
> numbers for the various "hooks") was rejected by PSARC.

The use of priority itself wasn't rejected.  What was specifically
questioned in that approach was giving such a fundamental issue to the
system administrator to resolve for the general case.

There may be cases where there is some flexibility in ordering, but in
general, determining the order of operations among hook users is a
system design issue requiring deep understanding of how the code
itself works, and ought to be specified adequately such that end users
don't have to dream up their own designs.

> So the ships-in-the-night problem is definately present there,
> as well as everywhere else that I've seen, too. But as long as
> the relative ordering of multiple consumers is correct and
> stable, then it shouldn't be necessary for others to be aware
> of someone else having made a change (or that will make one.)

Yes, it's the "correct and stable" part that's an issue.

-- 
James Carlson, Solaris Networking              <james.d.carlson@sun.com>
Sun Microsystems / 35 Network Drive        71.232W   Vox +1 781 442 2084
MS UBUR02-212 / Burlington MA 01803-2757   42.496N   Fax +1 781 442 1677

From Sebastien.Roy@Sun.COM Wed Jul  1 11:13:55 2009
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Date: Wed, 01 Jul 2009 14:12:07 -0400
From: Sebastien Roy <Sebastien.Roy@Sun.COM>
Subject: Commitment materials for PSARC 2008/575 ILB: Integrated L3/L4 Load
 balancer
Sender: Sebastien.Roy@Sun.COM
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Cc: Sangeeta Misra <Sangeeta.Misra@Sun.COM>
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The project team has supplied materials for next week's Commitment
review of PSARC 2008/575.  I've placed them in the commitment.materials
directory.

http://arc.opensolaris.org/caselog/PSARC/2008/575/commitment.materials/

A README.txt file summarizing the changes since Inception is included in
the materials.

-Seb



From gdamore@sun.com Wed Jul  8 08:55:42 2009
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Date: Wed, 08 Jul 2009 08:55:38 -0700
From: "Garrett D'Amore" <gdamore@sun.com>
Subject: PSARC 2008/575 ILB: Integrated L3/L4 Load balancer
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I've added a few issues to the case issues file.  The project team may 
want to look at them before today's commitment meeting.

    - Garrett


