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Date: Fri, 17 Jul 2009 14:39:21 -0700
From: Alan M Wright <amw@sun.com>
Subject: [2009/399]Reparse Points and Referrals Umbrella Case
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Template Version: @(#)onepager.txt 1.35 07/11/08 SMI
Copyright 2009 Sun Microsystems

1. Introduction
    1.1. Project/Component Working Name:
	Reparse Points and Referrals Umbrella Case

    1.2. Name of Document Author/Supplier:
	Alan Wright

    1.3. Date of This Document:
	07/16/2009

	1.3.1. Date this project was conceived:
		01/07/2009

    1.4. Name of Major Document Customer(s)/Consumer(s):
	1.4.1. The PAC or CPT you expect to review your project:
		Solaris PAC
	1.4.2. The ARC(s) you expect to review your project:
		PSARC
	1.4.3. The Director/VP who is "Sponsoring" this project:
		Fred.Zlotnick@Sun.COM
	1.4.4. The name of your business unit:
		Solaris File Systems

    1.5. Email Aliases:
	1.5.1. Responsible Manager:	Fred.Zlotnick@Sun.COM
	1.5.2. Responsible Engineer:	Alan.M.Wright@Sun.COM
	1.5.3. Marketing Manager:	
	1.5.4. Interest List:		reparse-points@Sun.COM

2. Project Summary
    2.1. Project Description:
	This project is the umbrella case to document the roadmap for
	reparse points and referrals.  The roadmap will be delivered
	in phases and will be documented in subsequent PSARC cases.

	The intent of this case is to provide the overall context and
	motivation to add reparse points by describing an implementation
	(referrals) that will be built on the fundamental infrastructure
	provided by reparse points.

    2.2. Risks and Assumptions:
	Support for referrals is predicated on the availability of a
	reparse point implementation.

	The infrastructure being proposed may introduce changes to existing
	file system objects and VFS interfaces.  Significant efforts will
	be made to prevent incompatibilities and minimize the potential for
	any changes proposed in this or the follow-on cases to affect
	existing behavior.

	The intent is to avoid introducing changes that will affect the
	Single UNIX Specification or the IEEE and ISO POSIX standards.

3. Business Summary
    3.1. Problem Area:
	This roadmap will improve both UNIX and Windows interoperability
	by adding support for features that are being delivered by other
	UNIX vendors and Microsoft (for Windows).

	Reparse points are a feature of NTFS, the main file system used
	with Microsoft Windows, and provide the underpinning for symbolic
	links, junctions, mount points and, of particular interest here,
	the Microsoft Distributed File System (MS-DFS).  MS-DFS is a
	referral mechanism that is conceptually similar to NFS4.x referrals.

	The addition of reparse points will provide the enabling infra-
	structure to support both SMB referrals (MS-DFS) and NFS referrals,
	which may be used to provide powerful and flexible features, such
	as namespace aggregation.  In essence, referrals extend the concept
	of a symbolic link to go beyond the local system and refer clients
	to locations within file system namespaces on other systems.
	The result would be the ability for customers to create a unified
	namespace from a collection of separate and/or disparate file
	systems on a collection of independent machines.

    3.2. Market/Requester:
	Customers would include, but are not limited to, users of OpenSolaris
	and Amber Road.

    3.3. Business Justification:
	Customers using both OpenSolaris and Amber Road have requested
	support for MS-DFS and NFS referrals.

    3.4. Competitive Analysis:
	NFS is a key technology for Sun and support for NFS referrals will
	help Sun remain a market leader in NFS feature support.

	Microsoft and many NAS vendors, such as Network Appliance and EMC,
	support MS-DFS.  Windows interoperability is a high priority for Sun,
	MS-DFS is heavily deployed in the marketplace and Sun is currently
	lagging in this area with respect to Windows interoperability.

    3.5. Opportunity Window/Exposure:
	ASAP, with phased deliveries of the projects into OpenSolaris.

	3.6. How will you know when you are done?:
	When customers can create NFS and SMB referrals on OpenSolaris
	and integrate OpenSolaris into existing MS-DFS environments.

4. Technical Description:
    4.1. Details:
	An overview of identified projects follows below.  The specifics
	of each sub-project will be detailed in the follow-on projects.

	Reparse points are file system objects that allow applications and
	services (consumers) to store tagged identifiers.  Identifiers are
	typed such that consumers can identify their own identifiers and
	take consumer specific action when such an object is encountered
	in the file system.

	Referrals represent a specific use of reparse points to redirect
	a service, such as NFS or SMB, to another location.  Referrals
	are similar to symlinks in that they redirect path processing to
	resume at a target location but they extend the model to include
	targets on different, disparate file systems, which may reside
	on other machines running different operating systems.

	Referrals provide a means to create aggregated namespaces from
	a collection of separate and/or disparate file systems on a
	collection of independent machines.

	File systems should treat reparse points and referrals as opaque
	objects and are not expected to interpret them.

	The follow-on projects will define the specific implementation
	details and syntax but, for the purpose of illustration only,
	the NFS service might create a reparse point represented by the
	tag NFS and a UUID.  When the NFS service encounters this reparse
	point, it can take the appropriate action indicated by the UUID.

	A reparse point of the form NFS:550e8400-e29b-41d4-a716-446655440000
	may resolve to path@host.  The NFS server would refer an NFS client
	to connect to 'path' on 'host'.  Other services, such as SMB, would
	not attempt to act on this reparse point.

	The follow-on projects are:

	1. Reparse Points
	The reparse points project will define and implement the infra-
	structure to support these objects, which will include a library
	and service to parse reparse tags.

	2. NFSv4 Referrals
	This project will provide support for NFSv4 referrals as defined
	in RFC 3530.

	3. Standalone MS-DFS
	This project will provide support for SMB referrals in a standalone
	(single root) configuration as defined in [MS-DFSC]: Distributed File
	System (DFS): Referral Protocol Specification and [MS-DFSNM]:
	Distributed File System (DFS): Namespace Management Protocol
	Specification.

	A DFS root is the top of a DFS topology and the start of a shared
	folders hierarchy.  A DFS root can be defined at the server level
	or at the domain level.  A standalone DFS root is hosed and stored
	on a single machine, as opposed to being stored in Active Directory.

	4. Domain based MS-DFS
	This project will extend the functionality from the standalone MS-DFS
	project to add support for domain based DFS.  Domain based DFS is
	hosted on Active Directory member servers or domain controllers, with
	the topology stored in Active Directory.

    4.2. Bug/RFE Number(s):
	6232743 Server should support NFS4ERR_MOVED error and fs_locations
		attribute
	6711751 SMB/CIFS Distributed File System (DFS)

    4.3. In Scope:
	The framework and services to support reparse points and NFS and
	SMB referrals.

    4.4. Out of Scope:
	Automounter enhancements.

    4.5. Interfaces:
	Interfaces will be specified on a per-project basis.

    4.6. Doc Impact:
	Manual pages and administration guides will be impacted by projects
	on this roadmap.

    4.7. Admin/Config Impact:
	Configuration will be needed to define referrals with a goal to
	keep administration simple.  Where possible, Windows MS-DFS tools
	will be supported.  Configuration changes never require a reboot.

    4.8. HA Impact:
    	None

    4.9. I18N/L10N Impact:
    	None

    4.10. Packaging & Delivery:
	None

    4.11. Security Impact:
	None.  Referrals depend on the security in place at the referral
	target.  No security impact is envisaged with the addition of
	reparse points or referrals.

    4.12. Dependencies:
	NFS and SMB referrals will depend on reparse points.

5. Reference Documents:
	RFC 3530 NFSv4 Protocol
		http://www.ietf.org/rfc/rfc3530.txt
	http://www.citi.umich.edu/projects/nfsv4/linux/using-referrals.html
	http://nfsv4.bullopensource.org/doc/migration-and-replication-0.2.pdf
	http://docs.hp.com/en/5900-0306/ch01s11.html?jumpid=reg_R1002_USEN
	http://docs.hp.com/en/13578/nfsv4_whitepaper.pdf
	http://publib.boulder.ibm.com/infocenter/systems/index.jsp?topic=/com.ibm.aix.commadmn/doc/commadmndita/nfs_referrals.htm

	Windows Server Protocols (WSPP)
		http://msdn.microsoft.com/en-us/library/cc197979(PROT.10).aspx)
	[MS-DFSC]: Distributed File System (DFS):
		Referral Protocol Specification
	[MS-DFSNM]: Distributed File System (DFS):
		Namespace Management Protocol Specification
	Overview of DFS in Windows 2000
		http://support.microsoft.com/kb/812487

6. Resources and Schedule:
    6.1. Projected Availability:
	Reparse Points		Q3 CY2009
	NFSv4 Referrals		Q4 CY2009
	Standalone MS-DFS	Q4 CY2009
	Domain MS-DFS		Q1 CY2010
	
    6.2. Cost of Effort:
	To be defined by the follow-on projects.

    6.3. Cost of Capital Resources:
	Existing lab clients and servers will be used.
	
    6.4. Product Approval Committee requested information:
	6.4.1. Consolidation or Component Name:
	6.4.3. Type of CPT Review and Approval expected:
		Standard
	6.4.4. Project Boundary Conditions:
		To be defined by the follow-on projects.
	6.4.5. Is this a necessary project for OEM agreements:
		No
	6.4.6. Notes:
	6.4.7. Target RTI Date/Release:
	Reparse Points		snv_123
	Standalone MS-DFS	snv_125
	NFSv4 Referrals		snv_130
	Domain MS-DFS		snv_137

	6.4.8. Target Code Design Review Date:
		To be defined by the follow-on projects.

	6.4.9. Update approval addition:
		No
    6.5. ARC review type:
	Standard
    6.6. ARC Exposure:
	Open

7. Prototype Availability:
    7.1. Prototype Availability:
    	To be defined by the follow-on projects.

    7.2. Prototype Cost:
	To be defined by the follow-on projects.

