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Date: Wed, 03 Mar 2004 13:08:07 -0500
From: "John G. Waclawsky" <jgw@cisco.com>
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To: Alex Rousskov <rousskov@measurement-factory.com>
CC: OPES Group <ietf-openproxy@imc.org>,
        Krishna Ramadas <kramadas@venturiwireless.com>
Subject: Re: An opes usage question.
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Alex, thanks for the discussion. I'll take your suggestion to provide a 
more detailed example that we can discuss. I am considering  the case of 
a large number of users accessing content and also needing adaptations 
for the proper delivery of the content. Also the adaptations for the 
services may be done in stages. The environment (summarized from our 
previous e-mails, ...but please let me know if I have a 
misunderstanding) that I envision is:

1)  The opes framework allows services to be distributed (or pipelined), 
with incremental services being added to each traffic flow at each 
stage. This is an opes proxy to proxy communication model.
2) A pool of multiple opes proxies can be provisioned at each stage to 
support a large number of flows
3) Installing load balancers between stages to distribute the flows is 
ok in an opes framework (and this is a typical business scenario). If 
all the flow processing can be achieved in-line then there is no need to 
identify any specific proxy in any pool. In this case we probably don't 
care which previous stage opes proxy did the prior adaptation step. 
4) The crux of the problem is how to share information between two 
stages of the flow. This sending of metadata from one stage to a 
previous stage will require knowledge of specific server addresses (a 
more general case might be be to send the metadata in  either direction).

Let's assume, for a specific example, a network allows access to premium 
content that is billable by the number of bytes being delivered. The 
content flows to the users from a premium content server through a pool 
of billing gateway proxies and then proceeds to the next stage where the 
content may be modified by other proxies for rendering on a user's 
device (color to black/white, compressed for efficiency, adding 
advertisements or banners etc.). If any particular flow adaptation 
reduces the number of bytes then billing needs to be adjusted.  Now two 
specific proxies in each pool need to exchange metadata to coordinate 
information about a specific flow to get the bill correct for a 
particular flow. The location of a load balancer between the two sets of 
proxy pools hides the association for individual flows. I "think" this 
may be a different problem than the general peer discovery problem you 
brought up. In this case peer discovery refers to "flow participant 
discovery" in the previous stage and does not refer to locating useful 
servers. The need for discovering peer participants for a particular 
flow arises if any specific metadata exchange has to be made between 
participants, like the billing record consolidation example.

I think "flow participant discovery" problem I described is an opes 
specific problem. So I am back to my initial hypothesis that the opes 
framework needs a "flow participant discovery" protocol between proxies 
that isn't disturbed/effected by load balancing or uses load balancing 
to some advantage (assumes it is there and leverages it somehow). I have 
some thoughts on that, but first I like to make sure the usage situation 
is clear. Your thoughts are greatly appreciated. Thanks again.
Regards  John


Alex Rousskov wrote:

>On Fri, 27 Feb 2004, John G. Waclawsky wrote:
>
>  
>
>>Alex, you had mentioned in a previous e-mail that the "framework is
>>not complete. It does not have ready-to-use tools for all possible
>>intermediary adaptations". Would this include a load balancing
>>environment?
>>    
>>
>
>Possibly, but it is too early to say. I do not know if any
>opes-specific tools will be needed in a load balancing environment.
>For example, as far as I can see, to load balance callout server
>adaptations, no new tools are needed and OCP can be used as is.
>
>  
>
>>Specifically, load balancing is not the problem that I currently
>>see. I believe I can make the load balancers work with what I
>>anticipate doing within an opes framework.
>>    
>>
>
>Looks like we are in agreement here.
>
>  
>
>>But, I am looking for a general opes solution that allows peer
>>discovery so I can perform adaptations (pipelined over load
>>balancers, if you will) on a number of flows, web pages, file
>>downloads,...etc.
>>    
>>
>
>By "peer discovery", do you mean discovering callout servers that
>provide OPES services that the application proxy needs? If yes, then
>this discovery is out of OCP and possibly even OPES scope. It can be
>implemented using existing or new protocols on top of OPES protocols.
>
>The closest thing to peer discovery supported in OCP is querying an
>OCP peer for a list of supported services or negotiating service
>support. Both can only be done if we have established a connection to
>the peer, which is what peer discovery should help us with.
>
>  
>
>>I consider load balancing as an essential part of a "typical" high
>>capacity services situation. My thoughts are that peer discovery is
>>necessary as an option for a load balanced opes environment.
>>    
>>
>
>I see no direct relationship between load balancing and peer
>discovery. I define load balancing as spreading the load among a known
>set of servers. I define peer discovery as locating potentially useful
>servers. The two can be combined (discover what servers we can use for
>load balancing), but are independent.
>
>  
>
>>Are you saying in your reply that OCP can also be used for peer
>>discovery?
>>    
>>
>
>No.
>
>  
>
>>If not, shouldn't the opes framework be extended to satisfy a peer
>>discovery use case over a load balancer?
>>    
>>
>
>Only if there is something really OPES-specific in this peer discovery
>problem. As you know, peer discovery in general is an old problem with
>a few semi-working solutions and no good ones. What OPES-specific peer
>discovery features would you like the framework extension to support?
>And, again, I am not sure how you connect peer discovery and load
>balancing.
>
>  
>
>>I was thinking another protocol between peers might be needed (or we
>>can use an existing protocol).
>>    
>>
>
>Hopefully, that another protocol already exists and can be used as-is.
>Can you give a very specific example: who needs to discover what and
>how is that related to load balancing?
>
>Thanks,
>
>Alex.
>
>
>
>  
>
>>Alex Rousskov wrote:
>>
>>    
>>
>>>John,
>>>
>>>	OPES protocols do not have features specific to a
>>>load-balancing environment, and I do not think they have any features
>>>that do not work in such an environment. If your load balancer can
>>>balance opaque TCP sessions, then OPES callout protocol should work
>>>just fine with multiple callout servers. If you are proxying native
>>>HTTP without outsourcing services via OCP, then load balancers can
>>>balance HTTP "sessions" as well.
>>>
>>>	OCP is easier to load balance than HTTP because it does not
>>>have valuable state outside of the OCP connection. While HTTP claims
>>>to be stateless, things built on top of HTTP often require
>>>client/server affinity. Hopefully, OCP will not be abused in such a
>>>way because it has mechanisms to maintain necessary state within the
>>>connection.
>>>
>>>HTH,
>>>
>>>Alex.
>>>
>>>On Fri, 27 Feb 2004, John G. Waclawsky wrote:
>>>
>>>
>>>
>>>      
>>>
>>>>I have another question. Does an opes environment handle the
>>>>requirement of a peer interacting with another peer with a load
>>>>balancer between them. The situation is that I require two proxies
>>>>to provide a service.  An "A" proxy and a "B" proxy that are peers
>>>>in providing the service to a data flow. Because of the scale, the
>>>>likely deployment will involve multiple boxes of types A and B. This
>>>>means I will have two groups of boxes with a load balancer between
>>>>them. I wish to dynamically associate an specific box of type A with
>>>>a specific Box of type B (across the load balancer) and a particular
>>>>flow. Is it possible to perform peer discovery and the dynamic
>>>>association between the two peers and a flow within the opes
>>>>framework? Thanks for any help and guidance.
>>>>
>>>>Regards  John
>>>>
>>>>John G. Waclawsky wrote:
>>>>
>>>>
>>>>
>>>>        
>>>>
>>>>>Alex, I very much appreciate your help and the additional
>>>>>information. I need a little time to digest this and think some more
>>>>>about my problem and opes "needs"....
>>>>>Thanks.   Regards  John
>>>>>
>>>>>Alex Rousskov wrote:
>>>>>
>>>>>
>>>>>
>>>>>          
>>>>>
>>>>>>On Thu, 8 Jan 2004, John G. Waclawsky wrote:
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>            
>>>>>>
>>>>>>>Alex, thank you for your reply and the pointer. I agree with you
>>>>>>>that the use case I am interested in is not explicitly documented in
>>>>>>>the opes material. This gives the wrong impression, since all the
>>>>>>>examples show the data flows returning to the first hop data
>>>>>>>dispatcher. To restrict data flow in this way would be inefficient
>>>>>>>for high capacity applications and would tend to make the first hop
>>>>>>>a bottleneck.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>              
>>>>>>>
>>>>>>John,
>>>>>>
>>>>>>	You are misreading OPES architecture diagrams because you are
>>>>>>thinking about a much "simpler" case than most diagrams attempt to
>>>>>>document and, hence, you assign wrong roles to "boxes" that may not
>>>>>>even exist in your environment. This is the architecture draft fault,
>>>>>>not yours. Let me try to explain.
>>>>>>
>>>>>>Here is a "classic" OPES proxying case (horizontal lines are
>>>>>>application data/protocols being proxied, proxies may be adapting data
>>>>>>internally):
>>>>>>
>>>>>>  Figure A.
>>>>>>
>>>>>>      end -- proxy -- proxy -- ... -- end
>>>>>>
>>>>>>Here is a "classic" OPES callout case (vertical lines are callout
>>>>>>data/protocols, proxy is not adapting data, callout servers may be
>>>>>>adapting data):
>>>>>>
>>>>>>  Figure B.
>>>>>>
>>>>>>      end --- proxy --- end
>>>>>>       _________|__________
>>>>>>       |        |         |
>>>>>>       |        |         |
>>>>>>    callout   callout   callout
>>>>>>    server    server    server
>>>>>>
>>>>>>A combination of the above is possible and common, of course. In a
>>>>>>combined case, some proxies are adapting data internally and some use
>>>>>>callout servers to adapt.
>>>>>>
>>>>>>In your particular case (the adapted data flows to the next hop), you
>>>>>>do not have callout servers. You have proxies that adapt data
>>>>>>internally. However, your case may not be a classic proxying case
>>>>>>because you may want proxies to use a protocol that differs from the
>>>>>>original application protocol (so that you can ship metadata and
>>>>>>perhaps pipeline more efficiently). I will use curly (~) lines to show
>>>>>>that new protocol below. You may also want to do some load balancing:
>>>>>>
>>>>>>  Figure C.
>>>>>>
>>>>>>                  ~~~~~ proxy1 ---
>>>>>>                 /
>>>>>>    end -- proxy ~~~~~~ proxy2 ---  ??  end
>>>>>>                 \
>>>>>>                  ~~~~~ proxyN ---
>>>>>>
>>>>>>
>>>>>>I do not know how the proxies will get application data to the right
>>>>>>"end", but it is not important for this discussion.
>>>>>>
>>>>>>Note that the curly path may use a completely new protocol (e.g., OCP)
>>>>>>or can use a combination of the original application protocol to
>>>>>>deliver data and some other protocol for metadata (billing, etc.)
>>>>>>records.
>>>>>>
>>>>>>The above is OPES, but not a callout case. There are no callout
>>>>>>servers, just proxies. Whether you want to use OCP for the curly path
>>>>>>depends on what kind of data/metadata you want to exchange and what
>>>>>>other protocols you have available.
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>            
>>>>>>
>>>>>>>To be a little more specific on my use case and to make sure I
>>>>>>>understand your response let me add more detail. Fundamentally, I wish
>>>>>>>to have an "open" IETF network environment. The second requirement is
>>>>>>>speed in adaptation processing, so I am thinking that callout will be
>>>>>>>faster than using a proxy (maybe this is an incorrect assumption).
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>              
>>>>>>>
>>>>>>It's an incorrect question :-). Adaptations at the callout server can
>>>>>>be as "fast" or as "slow" as adaptations performed internally at the
>>>>>>proxy. The primary reason to use a callout server is to "outsource"
>>>>>>(from business, development, support, logistics, legal, etc. points of
>>>>>>view) adaptations. The primary reasons not to use a callout server are
>>>>>>security and overheads of the data having to return back to the proxy.
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>            
>>>>>>
>>>>>>>I may be a little confused about the distinction between classic
>>>>>>>proxy and classic call out in this situation (this word proxy isn't
>>>>>>>even mentioned in the opes architecture document as a
>>>>>>>consideration).
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>              
>>>>>>>
>>>>>>I hope the above diagrams clarify the distinction. OPES processor is
>>>>>>the term closest to the "proxy", I think.
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>            
>>>>>>
>>>>>>>Also, I have a requirement to adapt a large volume of content for
>>>>>>>numerous devices.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>              
>>>>>>>
>>>>>>Both callout and builtin adaptations can handle large volumes of
>>>>>>content. There are many factors at play here, from legal concerns to
>>>>>>the kind of adaptation being performed.
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>            
>>>>>>
>>>>>>>I expect that the volume of data will require a number of adaptation
>>>>>>>(call out) processors. I estimate 10 of them and therefore I would
>>>>>>>need load balancing as part of the solution for directing data to
>>>>>>>the call out servers (doing the adaptation).
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>              
>>>>>>>
>>>>>>Load balancing can be done with both callout and proxying schemes.
>>>>>>OPES mechanisms are usually per-message so any load balancing method
>>>>>>that does not split individual application messages should work just
>>>>>>fine.
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>            
>>>>>>
>>>>>>>I am looking at Figure 3 in the opes architecture draft and
>>>>>>>considering a load balanced collection of ten call out servers. As I
>>>>>>>had mentioned previously, I'd like to have parallel pipeline
>>>>>>>approach where the adapted data from each of the opes call out
>>>>>>>server is simply forwarded on, directly to the producer or data
>>>>>>>consumer (what ever the case would be).
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>              
>>>>>>>
>>>>>>The latter makes the adapter a proxy, not a callout server (by
>>>>>>definition). See Figure C above.
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>            
>>>>>>
>>>>>>>In addition each of the opes call out servers would then send
>>>>>>>billing and trace data back to the load balancer (or another network
>>>>>>>location). Is it realistic to expect that this could this be
>>>>>>>accomplished within the opes framework?
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>              
>>>>>>>
>>>>>>It is. The only question is what protocol(s) you will use between your
>>>>>>proxies (the curly lines in Figure C).
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>            
>>>>>>
>>>>>>>In fact a more fundamental question is the opes framework the best
>>>>>>>way to solve this problem and maintain an open system. I think this
>>>>>>>is what opes is all about.
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>
>>>>>>>              
>>>>>>>
>>>>>>IMO, OPES framework accommodates, in principle, any intermediary
>>>>>>adaptation. Thus, your problem is within the framework. However, the
>>>>>>framework is not complete. It does not have ready-to-use tools for all
>>>>>>possible intermediary adaptations. I hope that you will find OCP Core
>>>>>>and OPES communications "tools" useful for your problems, but I lack
>>>>>>information to tell your whether they are the best.
>>>>>>
>>>>>>The system is "open" if it uses "open standards". If current OPES
>>>>>>tools are not right for you, and there are no better open tools, then
>>>>>>we can work together, within the OPES Framework, on defining open
>>>>>>standards (protocols and interfaces) that will solve your specific
>>>>>>problem.
>>>>>>
>>>>>>Alex.
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>
>>>>>>            
>>>>>>
>>>      
>>>
>
>
>  
>

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<title></title>
Alex, thanks for the discussion. I'll take your suggestion to provide a
more detailed example that we can discuss. I am considering&nbsp; the case
of a large
number of users accessing content and also
needing adaptations for the proper delivery of the content. Also the
adaptations for the services may be done in stages. The environment
(summarized from our previous e-mails, ...but please let me know if I
have a misunderstanding) that
I envision is:<br>
<br>
1)&nbsp; The opes framework allows services to be distributed (or
pipelined), with incremental
services being added to each traffic flow at each stage. This is an
opes
proxy to proxy communication model.<br>
2) A pool of multiple opes proxies can be provisioned at each stage to
support a
large number of flows<br>
3) Installing load balancers between stages to distribute the flows is
ok in an opes framework (and this is a typical business scenario). If
all the flow processing can be achieved in-line
then there is no need to identify any specific proxy in any pool. In
this case we
probably don't care which previous stage opes proxy did the prior
adaptation step.&nbsp; <br>
4) The crux of the problem is how to share information between two
stages of the flow. This sending of metadata from one stage to a
previous stage will require
knowledge of specific server addresses (a more general case might be be
to send the metadata in&nbsp; either direction).<br>
<br>
Let's assume, for a specific example, a network allows
access to premium content that is billable by the number of bytes being
delivered. The content flows to the users from a premium content server
through a pool
of billing gateway proxies and then proceeds to the next stage where
the content may be modified by other proxies for rendering on a user's
device (color to
black/white, compressed for efficiency, adding advertisements or
banners etc.). If any particular flow adaptation reduces
the number of bytes then billing needs to be adjusted.&nbsp; Now two
specific proxies in each pool need to exchange metadata to coordinate
information about a specific flow to get the bill correct for a
particular flow. The location of a load balancer
between the two sets of proxy pools hides the association for
individual flows. I "think" this may be a different problem than the
general peer discovery problem you brought up. In this case peer
discovery refers to "flow
participant discovery" in the previous stage and does not refer to
locating useful servers. The need for discovering peer participants for
a particular flow arises if any specific metadata exchange has to be
made between participants, like the billing record consolidation
example. <br>
<br>
I think "flow participant discovery" problem I described is an opes
specific problem. So I am back to my initial hypothesis that the opes
framework needs a "flow participant discovery" protocol between proxies
that isn't disturbed/effected by load balancing or uses load balancing
to some advantage (assumes it is there and leverages it somehow). I
have some thoughts on that, but first I like to make sure the usage
situation is clear. Your thoughts are greatly appreciated. Thanks
again. <br>
Regards&nbsp; John<br>
<br>
<pre><font size="2" color="navy" face="Arial"><span
 style="font-size: 10pt; font-family: Arial; color: navy;"><o:p></o:p></span></font></pre>
<pre style="margin-left: 0.5in;"><font size="2" color="black"
 face="Courier New"><span style="font-size: 10pt;"><o:p></o:p></span></font></pre>
<pre><font size="2" color="navy" face="Arial"><span
 style="font-size: 10pt; font-family: Arial; color: navy;"><o:p></o:p></span></font></pre>
<pre style="margin-left: 0.5in;"><font size="2" color="black"
 face="Courier New"><span style="font-size: 10pt;"><o:p></o:p></span></font><font
 size="2" color="navy" face="Arial"><span
 style="font-size: 10pt; font-family: Arial; color: navy;"><o:p></o:p></span></font><font
 size="2" color="black" face="Courier New"><span
 style="font-size: 10pt;"><o:p></o:p></span></font><o:p>
</o:p><font size="2" color="black" face="Courier New"><span
 style="font-size: 10pt;"><o:p></o:p></span></font></pre>
Alex Rousskov wrote:<br>
<blockquote type="cite"
 cite="midPine.BSF.4.58.0402271452160.27124@measurement-factory.com">
  <pre wrap="">On Fri, 27 Feb 2004, John G. Waclawsky wrote:

  </pre>
  <blockquote type="cite">
    <pre wrap="">Alex, you had mentioned in a previous e-mail that the "framework is
not complete. It does not have ready-to-use tools for all possible
intermediary adaptations". Would this include a load balancing
environment?
    </pre>
  </blockquote>
  <pre wrap=""><!---->
Possibly, but it is too early to say. I do not know if any
opes-specific tools will be needed in a load balancing environment.
For example, as far as I can see, to load balance callout server
adaptations, no new tools are needed and OCP can be used as is.

  </pre>
  <blockquote type="cite">
    <pre wrap="">Specifically, load balancing is not the problem that I currently
see. I believe I can make the load balancers work with what I
anticipate doing within an opes framework.
    </pre>
  </blockquote>
  <pre wrap=""><!---->
Looks like we are in agreement here.

  </pre>
  <blockquote type="cite">
    <pre wrap="">But, I am looking for a general opes solution that allows peer
discovery so I can perform adaptations (pipelined over load
balancers, if you will) on a number of flows, web pages, file
downloads,...etc.
    </pre>
  </blockquote>
  <pre wrap=""><!---->
By "peer discovery", do you mean discovering callout servers that
provide OPES services that the application proxy needs? If yes, then
this discovery is out of OCP and possibly even OPES scope. It can be
implemented using existing or new protocols on top of OPES protocols.

The closest thing to peer discovery supported in OCP is querying an
OCP peer for a list of supported services or negotiating service
support. Both can only be done if we have established a connection to
the peer, which is what peer discovery should help us with.

  </pre>
  <blockquote type="cite">
    <pre wrap="">I consider load balancing as an essential part of a "typical" high
capacity services situation. My thoughts are that peer discovery is
necessary as an option for a load balanced opes environment.
    </pre>
  </blockquote>
  <pre wrap=""><!---->
I see no direct relationship between load balancing and peer
discovery. I define load balancing as spreading the load among a known
set of servers. I define peer discovery as locating potentially useful
servers. The two can be combined (discover what servers we can use for
load balancing), but are independent.

  </pre>
  <blockquote type="cite">
    <pre wrap="">Are you saying in your reply that OCP can also be used for peer
discovery?
    </pre>
  </blockquote>
  <pre wrap=""><!---->
No.

  </pre>
  <blockquote type="cite">
    <pre wrap="">If not, shouldn't the opes framework be extended to satisfy a peer
discovery use case over a load balancer?
    </pre>
  </blockquote>
  <pre wrap=""><!---->
Only if there is something really OPES-specific in this peer discovery
problem. As you know, peer discovery in general is an old problem with
a few semi-working solutions and no good ones. What OPES-specific peer
discovery features would you like the framework extension to support?
And, again, I am not sure how you connect peer discovery and load
balancing.

  </pre>
  <blockquote type="cite">
    <pre wrap="">I was thinking another protocol between peers might be needed (or we
can use an existing protocol).
    </pre>
  </blockquote>
  <pre wrap=""><!---->
Hopefully, that another protocol already exists and can be used as-is.
Can you give a very specific example: who needs to discover what and
how is that related to load balancing?

Thanks,

Alex.



  </pre>
  <blockquote type="cite">
    <pre wrap="">Alex Rousskov wrote:

    </pre>
    <blockquote type="cite">
      <pre wrap="">John,

	OPES protocols do not have features specific to a
load-balancing environment, and I do not think they have any features
that do not work in such an environment. If your load balancer can
balance opaque TCP sessions, then OPES callout protocol should work
just fine with multiple callout servers. If you are proxying native
HTTP without outsourcing services via OCP, then load balancers can
balance HTTP "sessions" as well.

	OCP is easier to load balance than HTTP because it does not
have valuable state outside of the OCP connection. While HTTP claims
to be stateless, things built on top of HTTP often require
client/server affinity. Hopefully, OCP will not be abused in such a
way because it has mechanisms to maintain necessary state within the
connection.

HTH,

Alex.

On Fri, 27 Feb 2004, John G. Waclawsky wrote:



      </pre>
      <blockquote type="cite">
        <pre wrap="">I have another question. Does an opes environment handle the
requirement of a peer interacting with another peer with a load
balancer between them. The situation is that I require two proxies
to provide a service.  An "A" proxy and a "B" proxy that are peers
in providing the service to a data flow. Because of the scale, the
likely deployment will involve multiple boxes of types A and B. This
means I will have two groups of boxes with a load balancer between
them. I wish to dynamically associate an specific box of type A with
a specific Box of type B (across the load balancer) and a particular
flow. Is it possible to perform peer discovery and the dynamic
association between the two peers and a flow within the opes
framework? Thanks for any help and guidance.

Regards  John

John G. Waclawsky wrote:



        </pre>
        <blockquote type="cite">
          <pre wrap="">Alex, I very much appreciate your help and the additional
information. I need a little time to digest this and think some more
about my problem and opes "needs"....
Thanks.   Regards  John

Alex Rousskov wrote:



          </pre>
          <blockquote type="cite">
            <pre wrap="">On Thu, 8 Jan 2004, John G. Waclawsky wrote:





            </pre>
            <blockquote type="cite">
              <pre wrap="">Alex, thank you for your reply and the pointer. I agree with you
that the use case I am interested in is not explicitly documented in
the opes material. This gives the wrong impression, since all the
examples show the data flows returning to the first hop data
dispatcher. To restrict data flow in this way would be inefficient
for high capacity applications and would tend to make the first hop
a bottleneck.




              </pre>
            </blockquote>
            <pre wrap="">John,

	You are misreading OPES architecture diagrams because you are
thinking about a much "simpler" case than most diagrams attempt to
document and, hence, you assign wrong roles to "boxes" that may not
even exist in your environment. This is the architecture draft fault,
not yours. Let me try to explain.

Here is a "classic" OPES proxying case (horizontal lines are
application data/protocols being proxied, proxies may be adapting data
internally):

  Figure A.

      end -- proxy -- proxy -- ... -- end

Here is a "classic" OPES callout case (vertical lines are callout
data/protocols, proxy is not adapting data, callout servers may be
adapting data):

  Figure B.

      end --- proxy --- end
       _________|__________
       |        |         |
       |        |         |
    callout   callout   callout
    server    server    server

A combination of the above is possible and common, of course. In a
combined case, some proxies are adapting data internally and some use
callout servers to adapt.

In your particular case (the adapted data flows to the next hop), you
do not have callout servers. You have proxies that adapt data
internally. However, your case may not be a classic proxying case
because you may want proxies to use a protocol that differs from the
original application protocol (so that you can ship metadata and
perhaps pipeline more efficiently). I will use curly (~) lines to show
that new protocol below. You may also want to do some load balancing:

  Figure C.

                  ~~~~~ proxy1 ---
                 /
    end -- proxy ~~~~~~ proxy2 ---  ??  end
                 \
                  ~~~~~ proxyN ---


I do not know how the proxies will get application data to the right
"end", but it is not important for this discussion.

Note that the curly path may use a completely new protocol (e.g., OCP)
or can use a combination of the original application protocol to
deliver data and some other protocol for metadata (billing, etc.)
records.

The above is OPES, but not a callout case. There are no callout
servers, just proxies. Whether you want to use OCP for the curly path
depends on what kind of data/metadata you want to exchange and what
other protocols you have available.





            </pre>
            <blockquote type="cite">
              <pre wrap="">To be a little more specific on my use case and to make sure I
understand your response let me add more detail. Fundamentally, I wish
to have an "open" IETF network environment. The second requirement is
speed in adaptation processing, so I am thinking that callout will be
faster than using a proxy (maybe this is an incorrect assumption).




              </pre>
            </blockquote>
            <pre wrap="">It's an incorrect question :-). Adaptations at the callout server can
be as "fast" or as "slow" as adaptations performed internally at the
proxy. The primary reason to use a callout server is to "outsource"
(from business, development, support, logistics, legal, etc. points of
view) adaptations. The primary reasons not to use a callout server are
security and overheads of the data having to return back to the proxy.





            </pre>
            <blockquote type="cite">
              <pre wrap="">I may be a little confused about the distinction between classic
proxy and classic call out in this situation (this word proxy isn't
even mentioned in the opes architecture document as a
consideration).




              </pre>
            </blockquote>
            <pre wrap="">I hope the above diagrams clarify the distinction. OPES processor is
the term closest to the "proxy", I think.





            </pre>
            <blockquote type="cite">
              <pre wrap="">Also, I have a requirement to adapt a large volume of content for
numerous devices.




              </pre>
            </blockquote>
            <pre wrap="">Both callout and builtin adaptations can handle large volumes of
content. There are many factors at play here, from legal concerns to
the kind of adaptation being performed.





            </pre>
            <blockquote type="cite">
              <pre wrap="">I expect that the volume of data will require a number of adaptation
(call out) processors. I estimate 10 of them and therefore I would
need load balancing as part of the solution for directing data to
the call out servers (doing the adaptation).




              </pre>
            </blockquote>
            <pre wrap="">Load balancing can be done with both callout and proxying schemes.
OPES mechanisms are usually per-message so any load balancing method
that does not split individual application messages should work just
fine.





            </pre>
            <blockquote type="cite">
              <pre wrap="">I am looking at Figure 3 in the opes architecture draft and
considering a load balanced collection of ten call out servers. As I
had mentioned previously, I'd like to have parallel pipeline
approach where the adapted data from each of the opes call out
server is simply forwarded on, directly to the producer or data
consumer (what ever the case would be).




              </pre>
            </blockquote>
            <pre wrap="">The latter makes the adapter a proxy, not a callout server (by
definition). See Figure C above.





            </pre>
            <blockquote type="cite">
              <pre wrap="">In addition each of the opes call out servers would then send
billing and trace data back to the load balancer (or another network
location). Is it realistic to expect that this could this be
accomplished within the opes framework?




              </pre>
            </blockquote>
            <pre wrap="">It is. The only question is what protocol(s) you will use between your
proxies (the curly lines in Figure C).





            </pre>
            <blockquote type="cite">
              <pre wrap="">In fact a more fundamental question is the opes framework the best
way to solve this problem and maintain an open system. I think this
is what opes is all about.




              </pre>
            </blockquote>
            <pre wrap="">IMO, OPES framework accommodates, in principle, any intermediary
adaptation. Thus, your problem is within the framework. However, the
framework is not complete. It does not have ready-to-use tools for all
possible intermediary adaptations. I hope that you will find OCP Core
and OPES communications "tools" useful for your problems, but I lack
information to tell your whether they are the best.

The system is "open" if it uses "open standards". If current OPES
tools are not right for you, and there are no better open tools, then
we can work together, within the OPES Framework, on defining open
standards (protocols and interfaces) that will solve your specific
problem.

Alex.





            </pre>
          </blockquote>
        </blockquote>
      </blockquote>
      <pre wrap="">
      </pre>
    </blockquote>
  </blockquote>
  <pre wrap=""><!---->

  </pre>
</blockquote>
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To: OPES Group <ietf-openproxy@imc.org>
Subject: Re: An opes usage question.
References: <3FFC8D88.7020506@cisco.com> <Pine.BSF.4.58.0401071619540.52120@measurement-factory.com> <3FFD9E35.6080607@cisco.com> <Pine.BSF.4.58.0401081122180.8266@measurement-factory.com> <3FFDC1CE.7060809@cisco.com> <403F9EBE.8030709@cisco.com> <Pine.BSF.4.58.0402271255140.27124@measurement-factory.com> <403FB970.7060400@cisco.com> <Pine.BSF.4.58.0402271452160.27124@measurement-factory.com> <40461F07.3080104@cisco.com>
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John G. Waclawsky wrote:

> Let's assume, for a specific example, a network allows access to premium 
> content that is billable by the number of bytes being delivered. The 
> content flows to the users from a premium content server through a pool 
> of billing gateway proxies and then proceeds to the next stage where the 
> content may be modified by other proxies for rendering on a user's 
> device (color to black/white, compressed for efficiency, adding 
> advertisements or banners etc.). If any particular flow adaptation 
> reduces the number of bytes then billing needs to be adjusted.

My first question about this specific example would be why the billing 
is done before the adaptation. If the user is billed for the adapted 
content, do the billing after the adaptation and there's no need for 
the kind of "callout server interaction" you're talking about, right?

Anyway, I believe the problem you're interested in boils down to 
tracing callout servers that did some earlier operations on the 
message. In your hypothetic example above, the adaptation server would 
have to be able to identify (the IP address?) of the billing server, 
so that it can contact the billing server, right? Could the OPES 
tracing functionality be of any help?

-Markus





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To: Markus Hofmann <markus@mhof.com>
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Markus, thanks for your comments. Depending on what is being done 
billing could be done after adaptation but this doesn't solve the 
general case and always makes billing the last stage in the opes proxy 
pipeline. I think this would overly restrict opes configurations and 
probably cause issues elsewhere? Also, this restriction might not be 
practical especially if billing is done in the network where the content 
is located and adaptation is done in another network. In fact, the 
content may not even be delivered  because of policy in the access 
network, e.g. parental controls is one situation that comes to mind.  In 
my particular situation the billing server address for each particular 
flow must be in the opes traces to be used by any downstream proxy and 
if there are multiple proxy addresses present which one would be the 
billing proxy?  I am not sure the tracing functionality will help but I 
will investigate.
Thanks for the discussion
Regards  John



Markus Hofmann wrote:

>
> John G. Waclawsky wrote:
>
>> Let's assume, for a specific example, a network allows access to 
>> premium content that is billable by the number of bytes being 
>> delivered. The content flows to the users from a premium content 
>> server through a pool of billing gateway proxies and then proceeds to 
>> the next stage where the content may be modified by other proxies for 
>> rendering on a user's device (color to black/white, compressed for 
>> efficiency, adding advertisements or banners etc.). If any particular 
>> flow adaptation reduces the number of bytes then billing needs to be 
>> adjusted.
>
>
> My first question about this specific example would be why the billing 
> is done before the adaptation. If the user is billed for the adapted 
> content, do the billing after the adaptation and there's no need for 
> the kind of "callout server interaction" you're talking about, right?
>
> Anyway, I believe the problem you're interested in boils down to 
> tracing callout servers that did some earlier operations on the 
> message. In your hypothetic example above, the adaptation server would 
> have to be able to identify (the IP address?) of the billing server, 
> so that it can contact the billing server, right? Could the OPES 
> tracing functionality be of any help?
>
> -Markus
>
>
>
>



From owner-ietf-openproxy@mail.imc.org  Sat Mar  6 14:27:42 2004
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From: "The Purple Streak, Hilarie Orman" <ho@alum.mit.edu>
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If the billing is based on actual bytes delivered to the consumer,
there must be a business relationship between the billing stage
servers and adaptation servers.  The relationship will usually allow
the adaptation servers to cache the content and report to the billing
servers about the number of bytes delivered.  However, the reporting
is a reverse flow in the client-server model, and that is why it seems
problematical.  By convention, the adaptation server might make a
request back to the provider with the number of bytes encoded in the
request, or it might, on occasion, upload a report.  The rules
governing this behavior would most naturally be encoded on the
adaptation server, not on the OPES callout server.  So, this seems to
me to be an issue for the rules language.

An alternative model would have this byte reporting functionality
handled on the callout server, and it would directly contact
the provider's billing service with reports.

Hilarie



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From: "John G. Waclawsky" <jgw@cisco.com>
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Thanks for your comments Hilarie. My comments are in-line below.

The Purple Streak, Hilarie Orman wrote:

>If the billing is based on actual bytes delivered to the consumer,
>there must be a business relationship between the billing stage
>servers and adaptation servers.  The relationship will usually allow
>
I think we are talking about the same thing which I have been calling a 
"flow participant discovery" problem (not a services discovery problem). 
The question is how, within the opes framework, do I establish this 
business relationship between two proxies in different stages of a 
services pipeline separated by a load balancer. Packets can travel 
through the billing server and later be changed by any adaptation proxy 
where (in the billing by bytes case) bytes could be reduced 
(compression) or increased (adding banners or advertisements or other 
correlated content). Because of previous e-mails I have been considering 
both the billing server and any adaptation servers as opes proxies. ...I 
believe this is the simplest opes environment.

>the adaptation servers to cache the content and report to the billing
>servers about the number of bytes delivered.  However, the reporting
>is a reverse flow in the client-server model, and that is why it seems
>problematical.  By convention, the adaptation server might make a
>
I agree the reverse flow is a problem.

>request back to the provider with the number of bytes encoded in the
>request, or it might, on occasion, upload a report.  The rules
>governing this behavior would most naturally be encoded on the
>adaptation server, not on the OPES callout server.  So, this seems to
>me to be an issue for the rules language.
>
I am not following your logic here. I am working with a simple proxy to 
proxy opes framework and not doing any callouts. Am I missing something? 
Please clarify.

>
>An alternative model would have this byte reporting functionality
>handled on the callout server, and it would directly contact
>the provider's billing service with reports.
>
>Hilarie
>
>  
>

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<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<html>
<head>
  <meta http-equiv="Content-Type" content="text/html;charset=ISO-8859-1">
  <title></title>
</head>
<body text="#000000" bgcolor="#ffffff">
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<title></title>
Thanks for your comments Hilarie. My comments are in-line below.<br>
<br>
The Purple Streak, Hilarie Orman wrote:<br>
<blockquote type="cite"
 cite="mid200403061913.i26JDUGf030200@localhost.localdomain">
  <pre wrap="">If the billing is based on actual bytes delivered to the consumer,
there must be a business relationship between the billing stage
servers and adaptation servers.  The relationship will usually allow</pre>
</blockquote>
I think we are talking about the same thing which I have been calling a
<font size="3" color="black" face="Times New Roman"><span
 style="font-size: 12pt;">"flow participant discovery" problem (not a
services discovery problem). The question is how, within the opes
framework, do I establish this business relation</span></font>ship
between two proxies in different stages of a services pipeline
separated by a load balancer. Packets can travel through the billing
server and later be
changed by any adaptation proxy where (in the billing by bytes case)
bytes could be reduced (compression) or increased (adding banners or
advertisements or other correlated content). Because of previous
e-mails I have been considering both the billing server and any
adaptation servers as opes proxies. ...I believe this is the simplest
opes environment.<br>
<blockquote type="cite"
 cite="mid200403061913.i26JDUGf030200@localhost.localdomain">
  <pre wrap="">the adaptation servers to cache the content and report to the billing
servers about the number of bytes delivered.  However, the reporting
is a reverse flow in the client-server model, and that is why it seems
problematical.  By convention, the adaptation server might make a</pre>
</blockquote>
I agree the reverse flow is a problem.<br>
<blockquote type="cite"
 cite="mid200403061913.i26JDUGf030200@localhost.localdomain">
  <pre wrap="">
request back to the provider with the number of bytes encoded in the
request, or it might, on occasion, upload a report.  The rules
governing this behavior would most naturally be encoded on the
adaptation server, not on the OPES callout server.  So, this seems to
me to be an issue for the rules language.</pre>
</blockquote>
I am not following your logic here. I am working with a simple proxy to
proxy opes framework and not doing any callouts. Am I missing
something? Please clarify.<br>
<blockquote type="cite"
 cite="mid200403061913.i26JDUGf030200@localhost.localdomain">
  <pre wrap="">

An alternative model would have this byte reporting functionality
handled on the callout server, and it would directly contact
the provider's billing service with reports.

Hilarie

  </pre>
</blockquote>
</body>
</html>

--------------020900030807060104010800--



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From: "The Purple Streak, Hilarie Orman" <ho@alum.mit.edu>
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I think I see your problem, but I don't think you've established a
need for communication between a specific billing server and a
specific adaptation server.  If this sort of thing is the model:

  ContentServer     ContentServer     ContentServer    
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
  BillingServer  BillingServer   BillingServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
       AdaptServer  AdaptServer  AdaptServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
                      .....


Then I'd think that a Billing Server, upon seeing a request and
response, might open a record saying "customer A got 10K bytes at 10
am", but the Adaptation Server would send back a "request" encoding
the information "the customer really got 8K bytes at 10am".  Your
question is "how would that information get back to the same billing
server?"  and my first reaction is to say it just naturally would
if they keep their connection open.  

If they decide to close the connection, then they need to agree on
some kind of identifier for the transaction.  If the Billing Server
wants to include an OPES header with a unique ID, it can do that, and
it can write a billing record into its database saying "8K bytes for
unique ID xyzzy".  The Adaptation Server then sends back the
information, using the same ID.  This might not get delivered to the
same Billing Server, but it doesn't matter, it all goes into one
database and can be correlated for billing purposes.

In any case, the Adaptation Server needs to do extra communication,
above and beyond proxying.  That extra work should be encodable in
the Rules Language, I believe.  It is what I'd call a "local callout
service".

I agree that in general the problem of identifying entities in a
pipeline that is interesting.  Load-balancing, hot backup, failover,
etc. all introduce some interesting problems.  If there are provably
correct solutions that can be encoded with OPES (without complicating
it), that would be very interesting.  Perhaps out of charter for OPES,
but possibly worth a new WG (unless there already is one!).

Inimitably, on Sat, 06 Mar 2004 at 17:11:45 -0500 John G. Waclawsky
murmured:
>  I think we are talking about the same thing which I have been calling a 
>  "flow participant discovery" problem (not a services discovery problem). 
>  The question is how, within the opes framework, do I establish this 
>  business relationship between two proxies in different stages of a 
>  services pipeline separated by a load balancer. Packets can travel 
>  through the billing server and later be changed by any adaptation proxy 
>  where (in the billing by bytes case) bytes could be reduced 
>  (compression) or increased (adding banners or advertisements or other 
>  correlated content). 

Hilarie



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On the contrary, I feel the accounting model should be slightly
different in the OPES case:
(a) We should charge the consumer for bytes output from the content
server (we can debate on whether the #bytes is pre-adaptation or not)
PLUS
(b)A pay-per-use model for specific adaptation services used - this
information can be provided  to the billing server by the adaptation
server.

Comments?

regards
Geetha


"The Purple Streak, Hilarie Orman" wrote:
> 
> If the billing is based on actual bytes delivered to the consumer,
> there must be a business relationship between the billing stage
> servers and adaptation servers.  The relationship will usually allow
> the adaptation servers to cache the content and report to the billing
> servers about the number of bytes delivered.  However, the reporting
> is a reverse flow in the client-server model, and that is why it seems
> problematical.  By convention, the adaptation server might make a
> request back to the provider with the number of bytes encoded in the
> request, or it might, on occasion, upload a report.  The rules
> governing this behavior would most naturally be encoded on the
> adaptation server, not on the OPES callout server.  So, this seems to
> me to be an issue for the rules language.
> 
> An alternative model would have this byte reporting functionality
> handled on the callout server, and it would directly contact
> the provider's billing service with reports.
> 
> Hilarie



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This is a multi-part message in MIME format.
--------------060306070707060008050508
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Thanks for your input Geetha. I have found that billing can be a 
difficult problem because people expect solutions to fit into their 
existing billing model/system, no matter how it might work (it might be 
good for some things and a problem for others). So a solution that 
accommodates a number of  billing approaches would be the best because 
it is flexible and will be able to handle in-line billing, pre-paid, 
pay-per-use...etc.

Also, I'd like to build an open infrastructure to solve my problem. The 
feedback that I have gotten from past opes e-mails leads me to believe 
that using the opes framework would be the best way accomplish this 
important  goal. But is seems the opes framework needs a solution to the 
flow participant discovery problem. I emphasis the word discovery. My 
thoughts are that once you know the other flow participant you can 
always establish out of band communications to do whatever you need. 
This seems to be the most flexible approach. Your thoughts?
Regards  John

Geetha Manjunath wrote:

>On the contrary, I feel the accounting model should be slightly
>different in the OPES case:
>(a) We should charge the consumer for bytes output from the content
>server (we can debate on whether the #bytes is pre-adaptation or not)
>PLUS
>(b)A pay-per-use model for specific adaptation services used - this
>information can be provided  to the billing server by the adaptation
>server.
>
>Comments?
>
>regards
>Geetha
>
>
>"The Purple Streak, Hilarie Orman" wrote:
>  
>
>>If the billing is based on actual bytes delivered to the consumer,
>>there must be a business relationship between the billing stage
>>servers and adaptation servers.  The relationship will usually allow
>>the adaptation servers to cache the content and report to the billing
>>servers about the number of bytes delivered.  However, the reporting
>>is a reverse flow in the client-server model, and that is why it seems
>>problematical.  By convention, the adaptation server might make a
>>request back to the provider with the number of bytes encoded in the
>>request, or it might, on occasion, upload a report.  The rules
>>governing this behavior would most naturally be encoded on the
>>adaptation server, not on the OPES callout server.  So, this seems to
>>me to be an issue for the rules language.
>>
>>An alternative model would have this byte reporting functionality
>>handled on the callout server, and it would directly contact
>>the provider's billing service with reports.
>>
>>Hilarie
>>    
>>
>
>  
>

--------------060306070707060008050508
Content-Type: text/html; charset=us-ascii
Content-Transfer-Encoding: 7bit

<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<html>
<head>
  <meta http-equiv="Content-Type" content="text/html;charset=ISO-8859-1">
  <title></title>
</head>
<body text="#000000" bgcolor="#ffffff">
Thanks for your input Geetha. I have found that billing can be a
difficult problem because people expect solutions to fit into their
existing billing model/system, no matter how it might work (it might be
good for some things and a problem for others). So a solution that
accommodates a number of&nbsp; billing approaches would be the best because
it is flexible and will be able to handle in-line billing, pre-paid,
pay-per-use...etc. <br>
<br>
Also, I'd like to build an open infrastructure to solve my problem. The
feedback that I have gotten from past opes e-mails leads me to believe
that using the opes framework would be the best way accomplish this
important&nbsp; goal. But is seems the opes framework needs a solution to
the flow participant discovery problem. I emphasis the word discovery.
My thoughts are that once you know the other flow participant you can
always establish out of band communications to do whatever you need.
This seems to be the most flexible approach. Your thoughts?<br>
Regards&nbsp; John<br>
<br>
Geetha Manjunath wrote:<br>
<blockquote type="cite" cite="mid404BFAE4.8AE0ED25@india.hp.com">
  <pre wrap="">On the contrary, I feel the accounting model should be slightly
different in the OPES case:
(a) We should charge the consumer for bytes output from the content
server (we can debate on whether the #bytes is pre-adaptation or not)
PLUS
(b)A pay-per-use model for specific adaptation services used - this
information can be provided  to the billing server by the adaptation
server.

Comments?

regards
Geetha


"The Purple Streak, Hilarie Orman" wrote:
  </pre>
  <blockquote type="cite">
    <pre wrap="">If the billing is based on actual bytes delivered to the consumer,
there must be a business relationship between the billing stage
servers and adaptation servers.  The relationship will usually allow
the adaptation servers to cache the content and report to the billing
servers about the number of bytes delivered.  However, the reporting
is a reverse flow in the client-server model, and that is why it seems
problematical.  By convention, the adaptation server might make a
request back to the provider with the number of bytes encoded in the
request, or it might, on occasion, upload a report.  The rules
governing this behavior would most naturally be encoded on the
adaptation server, not on the OPES callout server.  So, this seems to
me to be an issue for the rules language.

An alternative model would have this byte reporting functionality
handled on the callout server, and it would directly contact
the provider's billing service with reports.

Hilarie
    </pre>
  </blockquote>
  <pre wrap=""><!---->
  </pre>
</blockquote>
</body>
</html>

--------------060306070707060008050508--



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My comments are in-line below:

The Purple Streak, Hilarie Orman wrote:

>I think I see your problem, but I don't think you've established a
>need for communication between a specific billing server and a
>specific adaptation server.  If this sort of thing is the model:
>
But I believe a solution is needed that allows communication between a 
specific billing server and a specific adaptation server. I think or 
thought that was clear from the past e-mails.

>
>  ContentServer     ContentServer     ContentServer    
>        |               |                |
>        \               |               /
>         \              |              /
>          ----------------------------
>          |      Load Balancer       |
>          ----------------------------
>            |           |         |
>            |           |         |
>            |           |         |
>  BillingServer  BillingServer   BillingServer
>        |               |                |
>        \               |               /
>         \              |              /
>          ----------------------------
>          |      Load Balancer       |
>          ----------------------------
>            |           |         |
>            |           |         |
>            |           |         |
>       AdaptServer  AdaptServer  AdaptServer
>        |               |                |
>        \               |               /
>         \              |              /
>          ----------------------------
>          |      Load Balancer       |
>          ----------------------------
>                      .....
>
>  
>
Yes, that is the model.

>Then I'd think that a Billing Server, upon seeing a request and
>response, might open a record saying "customer A got 10K bytes at 10
>am", but the Adaptation Server would send back a "request" encoding
>the information "the customer really got 8K bytes at 10am".  Your
>question is "how would that information get back to the same billing
>server?"  and my first reaction is to say it just naturally would
>if they keep their connection open.  
>
I am not sure I understand why this would be true if there is a load 
balancer between stages of the services pipeline?  Also connections can 
be very short lived.

>If they decide to close the connection, then they need to agree on
>some kind of identifier for the transaction.  If the Billing Server
>wants to include an OPES header with a unique ID, it can do that, and
>it can write a billing record into its database saying "8K bytes for
>unique ID xyzzy".  The Adaptation Server then sends back the
>information, using the same ID.  This might not get delivered to the
>same Billing Server, but it doesn't matter, it all goes into one
>database and can be correlated for billing purposes.
>
You are proposing billing system changes. This introduces an additional 
dependency and complicates deployment and can lead to other problems. I 
would prefer not to have to modify the billing system.

>In any case, the Adaptation Server needs to do extra communication,
>above and beyond proxying.  That extra work should be encodable in
>the Rules Language, I believe.  It is what I'd call a "local callout
>service".
>
I believe this extra communication can be done out of band  Is the 
reconciliation of billing information what you are referring to as a 
local call out service?

>
>I agree that in general the problem of identifying entities in a
>pipeline that is interesting.  Load-balancing, hot backup, failover,
>etc. all introduce some interesting problems.  If there are provably
>correct solutions that can be encoded with OPES (without complicating
>it), that would be very interesting.  Perhaps out of charter for OPES,
>but possibly worth a new WG (unless there already is one!).
>
As I mentioned before, I believe that any extra communication (for 
billing reconciliation) can be done out of band and therefore may not 
have to be part of opes, but I believe finding a  flow participant is an 
opes issue that needs resolution.

Thanks for the discussion
Regards John

>
>Inimitably, on Sat, 06 Mar 2004 at 17:11:45 -0500 John G. Waclawsky
>murmured:
>  
>
>> I think we are talking about the same thing which I have been calling a 
>> "flow participant discovery" problem (not a services discovery problem). 
>> The question is how, within the opes framework, do I establish this 
>> business relationship between two proxies in different stages of a 
>> services pipeline separated by a load balancer. Packets can travel 
>> through the billing server and later be changed by any adaptation proxy 
>> where (in the billing by bytes case) bytes could be reduced 
>> (compression) or increased (adding banners or advertisements or other 
>> correlated content). 
>>    
>>
>
>Hilarie
>
>
>  
>

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My comments are in-line below:<br>
<br>
The Purple Streak, Hilarie Orman wrote:<br>
<blockquote type="cite"
 cite="mid200403071935.i27JZAWv013527@localhost.localdomain">
  <pre wrap="">I think I see your problem, but I don't think you've established a
need for communication between a specific billing server and a
specific adaptation server.  If this sort of thing is the model:</pre>
</blockquote>
But I believe a solution is needed that allows communication between a
specific billing server and a specific adaptation server. I think or
thought that was clear from the past e-mails.<br>
<blockquote type="cite"
 cite="mid200403071935.i27JZAWv013527@localhost.localdomain">
  <pre wrap="">

  ContentServer     ContentServer     ContentServer    
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
  BillingServer  BillingServer   BillingServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
       AdaptServer  AdaptServer  AdaptServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
                      .....

  </pre>
</blockquote>
Yes, that is the model.
<blockquote type="cite"
 cite="mid200403071935.i27JZAWv013527@localhost.localdomain">
  <pre wrap="">
Then I'd think that a Billing Server, upon seeing a request and
response, might open a record saying "customer A got 10K bytes at 10
am", but the Adaptation Server would send back a "request" encoding
the information "the customer really got 8K bytes at 10am".  Your
question is "how would that information get back to the same billing
server?"  and my first reaction is to say it just naturally would
if they keep their connection open.  </pre>
</blockquote>
I am not sure I understand why this would be true if there is a load
balancer between stages of the services pipeline?&nbsp; Also connections can
be very short lived.<br>
<blockquote type="cite"
 cite="mid200403071935.i27JZAWv013527@localhost.localdomain">
  <pre wrap="">
If they decide to close the connection, then they need to agree on
some kind of identifier for the transaction.  If the Billing Server
wants to include an OPES header with a unique ID, it can do that, and
it can write a billing record into its database saying "8K bytes for
unique ID xyzzy".  The Adaptation Server then sends back the
information, using the same ID.  This might not get delivered to the
same Billing Server, but it doesn't matter, it all goes into one
database and can be correlated for billing purposes.</pre>
</blockquote>
You are proposing billing system changes. This introduces an additional
dependency and complicates deployment and can lead to other problems. I
would prefer not to have to modify the billing system.<br>
<blockquote type="cite"
 cite="mid200403071935.i27JZAWv013527@localhost.localdomain">
  <pre wrap="">
In any case, the Adaptation Server needs to do extra communication,
above and beyond proxying.  That extra work should be encodable in
the Rules Language, I believe.  It is what I'd call a "local callout
service".</pre>
</blockquote>
I believe this extra communication can be done out of band&nbsp; Is the
reconciliation of billing information what you are referring to as a
local call out service?<br>
<blockquote type="cite"
 cite="mid200403071935.i27JZAWv013527@localhost.localdomain">
  <pre wrap="">

I agree that in general the problem of identifying entities in a
pipeline that is interesting.  Load-balancing, hot backup, failover,
etc. all introduce some interesting problems.  If there are provably
correct solutions that can be encoded with OPES (without complicating
it), that would be very interesting.  Perhaps out of charter for OPES,
but possibly worth a new WG (unless there already is one!).</pre>
</blockquote>
As I mentioned before, I believe that any extra communication (for
billing reconciliation) can be done out of band and therefore may not
have to be part of opes, but I believe finding a&nbsp; flow participant is
an opes issue that needs resolution. <br>
<br>
Thanks for the discussion<br>
Regards John<br>
<blockquote type="cite"
 cite="mid200403071935.i27JZAWv013527@localhost.localdomain">
  <pre wrap="">

Inimitably, on Sat, 06 Mar 2004 at 17:11:45 -0500 John G. Waclawsky
murmured:
  </pre>
  <blockquote type="cite">
    <pre wrap=""> I think we are talking about the same thing which I have been calling a 
 "flow participant discovery" problem (not a services discovery problem). 
 The question is how, within the opes framework, do I establish this 
 business relationship between two proxies in different stages of a 
 services pipeline separated by a load balancer. Packets can travel 
 through the billing server and later be changed by any adaptation proxy 
 where (in the billing by bytes case) bytes could be reduced 
 (compression) or increased (adding banners or advertisements or other 
 correlated content). 
    </pre>
  </blockquote>
  <pre wrap=""><!---->
Hilarie


  </pre>
</blockquote>
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To: <jgw@cisco.com>, "Geetha Manjunath" <geetham@india.hp.com>
Cc: "The Purple Streak, Hilarie Orman" <ho@alum.mit.edu>,
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These are good discussions on practicality. For a framework such as OPES
to gain acceptance with the operator community, it must address
practical structural solutions. Capacity limitation of servers (such as
an OPES proxy server) is the primary impetus to introduce load balancers
in a network. Load balancers not only address the linear growth issues
of an operator but also simplify provisioning, management and billing
tasks. In this regard, the flexibility in current OPES framework
definitions is good, any extensions should retain this.
=20
Since Billing servers, generally perform offline processing (not in
line), they may not be seen, placed in the data path. Perhaps, the
configuration below implies that the billing functionality of the server
is in addition to an adaptation processing functionality. Is this
correct?
=20
=20
  ContentServer     ContentServer     ContentServer   =20
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
  BillingServer  BillingServer   BillingServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
       AdaptServer  AdaptServer  AdaptServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
                      .....
=20
=20
regards,
krishna
=20
Thanks for your input Geetha. I have found that billing can be a
difficult problem because people expect solutions to fit into their
existing billing model/system, no matter how it might work (it might be
good for some things and a problem for others). So a solution that
accommodates a number of  billing approaches would be the best because
it is flexible and will be able to handle in-line billing, pre-paid,
pay-per-use...etc.=20

Also, I'd like to build an open infrastructure to solve my problem. The
feedback that I have gotten from past opes e-mails leads me to believe
that using the opes framework would be the best way accomplish this
important  goal. But is seems the opes framework needs a solution to the
flow participant discovery problem. I emphasis the word discovery. My
thoughts are that once you know the other flow participant you can
always establish out of band communications to do whatever you need.
This seems to be the most flexible approach. Your thoughts?
Regards  John

Geetha Manjunath wrote:


On the contrary, I feel the accounting model should be slightly
different in the OPES case:
(a) We should charge the consumer for bytes output from the content
server (we can debate on whether the #bytes is pre-adaptation or not)
PLUS
(b)A pay-per-use model for specific adaptation services used - this
information can be provided  to the billing server by the adaptation
server.
=20
Comments?
=20
regards
Geetha
=20
=20
"The Purple Streak, Hilarie Orman" wrote:
 =20
If the billing is based on actual bytes delivered to the consumer,
there must be a business relationship between the billing stage
servers and adaptation servers.  The relationship will usually allow
the adaptation servers to cache the content and report to the billing
servers about the number of bytes delivered.  However, the reporting
is a reverse flow in the client-server model, and that is why it seems
problematical.  By convention, the adaptation server might make a
request back to the provider with the number of bytes encoded in the
request, or it might, on occasion, upload a report.  The rules
governing this behavior would most naturally be encoded on the
adaptation server, not on the OPES callout server.  So, this seems to
me to be an issue for the rules language.
=20
An alternative model would have this byte reporting functionality
handled on the callout server, and it would directly contact
the provider's billing service with reports.
=20
Hilarie
   =20
=20
 =20

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<p class=3DMsoNormal><font size=3D2 color=3Dblack face=3DTahoma><span =
style=3D'font-size:
10.0pt;font-family:Tahoma;color:windowtext'>These are good discussions =
on
practicality. For a framework such as OPES to gain acceptance with the =
operator
community, it must address practical structural solutions. Capacity =
limitation
of servers (such as an OPES proxy server) is the primary impetus to =
introduce
load balancers in a network. Load balancers not only address the linear =
growth
issues of an operator but also simplify provisioning, management and =
billing
tasks. In this regard, the flexibility in current OPES framework =
definitions is
good, any extensions should retain this.</span></font><font size=3D2 =
face=3DTahoma><span
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<p class=3DMsoNormal><font size=3D2 color=3Dnavy face=3DArial><span =
style=3D'font-size:
10.0pt;font-family:Arial;color:navy'>Since Billing servers, generally =
perform
offline processing (not in line), they may not be seen, placed in the =
data path.
Perhaps, the configuration below implies that the billing functionality =
of the
server is in addition to an adaptation processing functionality. Is this
correct?<o:p></o:p></span></font></p>

<p class=3DMsoNormal><font size=3D2 color=3Dnavy face=3DArial><span =
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</span><o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>\<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>/<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;
</span>\<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>/<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;
</span>----------------------------<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;
</span>|<span style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>Load Balancer<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;
</span>----------------------------<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;
</span>|<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;
</span>|<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;
</span>|<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span style=3D'mso-spacerun:yes'>&nbsp; =
</span><span
class=3DSpellE><span class=3DGramE>BillingServer</span></span><span =
class=3DGramE><span
style=3D'mso-spacerun:yes'>&nbsp; </span><span =
class=3DSpellE>BillingServer</span></span><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp; </span><span =
class=3DSpellE>BillingServer</span><o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>\<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>/<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;
</span>\<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>/<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;
</span>----------------------------<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;
</span>|<span style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>Load Balancer<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;
</span>----------------------------<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;
</span>|<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;
</span>|<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;
</span>|<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;
</span>|<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
</span><span
class=3DSpellE><span class=3DGramE>AdaptServer</span></span><span =
class=3DGramE><span
style=3D'mso-spacerun:yes'>&nbsp; </span><span =
class=3DSpellE>AdaptServer</span></span><span
style=3D'mso-spacerun:yes'>&nbsp; </span><span =
class=3DSpellE>AdaptServer</span><o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>\<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>/<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;
</span>\<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>|<span style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
</span><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;</span>/<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;
</span>----------------------------<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;
</span>|<span style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
</span>Load Balancer<span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; =
</span>|<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;
</span>----------------------------<o:p></o:p></span></font></p>

<p class=3DMsoNormal =
style=3D'mso-layout-grid-align:none;text-autospace:none'><font
size=3D2 color=3Dblack face=3D"Courier New"><span =
style=3D'font-size:10.0pt;font-family:
"Courier New";color:windowtext'><span
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbs=
p;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp=
;&nbsp;
</span>.....<o:p></o:p></span></font></p>

<p class=3DMsoNormal><font size=3D2 color=3Dnavy face=3DArial><span =
style=3D'font-size:
10.0pt;font-family:Arial;color:navy'><o:p>&nbsp;</o:p></span></font></p>

<p class=3DMsoNormal><font size=3D2 color=3Dnavy face=3DArial><span =
style=3D'font-size:
10.0pt;font-family:Arial;color:navy'><o:p>&nbsp;</o:p></span></font></p>

<p class=3DMsoNormal><span class=3DGramE><font size=3D2 color=3Dnavy =
face=3DArial><span
style=3D'font-size:10.0pt;font-family:Arial;color:navy'>regards</span></f=
ont></span><font
size=3D2 color=3Dnavy face=3DArial><span =
style=3D'font-size:10.0pt;font-family:Arial;
color:navy'>,<o:p></o:p></span></font></p>

<p class=3DMsoNormal><span class=3DSpellE><span class=3DGramE><font =
size=3D2
color=3Dnavy face=3DArial><span =
style=3D'font-size:10.0pt;font-family:Arial;
color:navy'>krishna</span></font></span></span><font size=3D2 =
color=3Dnavy
face=3DArial><span =
style=3D'font-size:10.0pt;font-family:Arial;color:navy'><o:p></o:p></span=
></font></p>

<p class=3DMsoNormal><font size=3D2 color=3Dnavy face=3DArial><span =
style=3D'font-size:
10.0pt;font-family:Arial;color:navy'><o:p>&nbsp;</o:p></span></font></p>

<p class=3DMsoNormal style=3D'margin-left:.5in'><font size=3D3 =
color=3Dblack
face=3D"Times New Roman"><span style=3D'font-size:12.0pt'>Thanks for =
your input
Geetha. I have found that billing can be a difficult problem because =
people
expect solutions to fit into their existing billing model/system, no =
matter how
it might work (it might be good for some things and a problem for =
others). So a
solution that accommodates a number of&nbsp; billing approaches would be =
the
best because it is flexible and will be able to handle in-line billing,
pre-paid, pay-per-use...etc. <br>
<br>
Also, I'd like to build an open infrastructure to solve my problem. The =
feedback
that I have gotten from past opes e-mails leads me to believe that using =
the
opes framework would be the best way accomplish this important&nbsp; =
goal. But
is seems the opes framework needs a solution to the flow participant =
discovery
problem. I emphasis the word discovery. My thoughts are that once you =
know the
other flow participant you can always establish out of band =
communications to
do whatever you need. This seems to be the most flexible approach. Your
thoughts?<br>
Regards&nbsp; John<br>
<br>
Geetha Manjunath wrote:<br style=3D'mso-special-character:line-break'>
<![if !supportLineBreakNewLine]><br =
style=3D'mso-special-character:line-break'>
<![endif]><o:p></o:p></span></font></p>

<pre style=3D'margin-left:.5in' wrap=3D""><font size=3D2 color=3Dblack
face=3D"Courier New"><span style=3D'font-size:10.0pt'>On the contrary, I =
feel the accounting model should be =
slightly<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>different in the OPES =
case:<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>(a) We should charge the consumer for bytes =
output from the content<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>server (we can debate on whether the #bytes =
is pre-adaptation or not)<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>PLUS<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>(b)A pay-per-use model for specific =
adaptation services used - this<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>information can be provided<span =
style=3D'mso-spacerun:yes'>&nbsp; </span>to the billing server by the =
adaptation<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>server.<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'><o:p>&nbsp;</o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>Comments?<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'><o:p>&nbsp;</o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>regards<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>Geetha<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'><o:p>&nbsp;</o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'><o:p>&nbsp;</o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>&quot;The Purple Streak, Hilarie Orman&quot; =
wrote:<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'><span style=3D'mso-spacerun:yes'>&nbsp; =
</span><o:p></o:p></span></font></pre>

<blockquote style=3D'margin-top:5.0pt;margin-bottom:5.0pt' =
type=3Dcite><pre
style=3D'margin-left:.5in' wrap=3D""><font size=3D2 color=3Dblack =
face=3D"Courier New"><span
style=3D'font-size:10.0pt'>If the billing is based on actual bytes =
delivered to the consumer,<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>there must be a business relationship between =
the billing stage<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>servers and adaptation servers.<span =
style=3D'mso-spacerun:yes'>&nbsp; </span>The relationship will usually =
allow<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>the adaptation servers to cache the content =
and report to the billing<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>servers about the number of bytes =
delivered.<span style=3D'mso-spacerun:yes'>&nbsp; </span>However, the =
reporting<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>is a reverse flow in the client-server model, =
and that is why it seems<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>problematical.<span =
style=3D'mso-spacerun:yes'>&nbsp; </span>By convention, the adaptation =
server might make a<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>request back to the provider with the number =
of bytes encoded in the<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>request, or it might, on occasion, upload a =
report.<span style=3D'mso-spacerun:yes'>&nbsp; </span>The =
rules<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>governing this behavior would most naturally =
be encoded on the<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>adaptation server, not on the OPES callout =
server.<span style=3D'mso-spacerun:yes'>&nbsp; </span>So, this seems =
to<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>me to be an issue for the rules =
language.<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'><o:p>&nbsp;</o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>An alternative model would have this byte =
reporting functionality<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>handled on the callout server, and it would =
directly contact<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>the provider's billing service with =
reports.<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'><o:p>&nbsp;</o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'>Hilarie<o:p></o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'><span =
style=3D'mso-spacerun:yes'>&nbsp;&nbsp;&nbsp; =
</span><o:p></o:p></span></font></pre></blockquote>

<pre style=3D'margin-left:.5in' wrap=3D""><font size=3D2 color=3Dblack
face=3D"Courier New"><span =
style=3D'font-size:10.0pt'><o:p>&nbsp;</o:p></span></font></pre><pre
style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3D"Courier =
New"><span
style=3D'font-size:10.0pt'><span style=3D'mso-spacerun:yes'>&nbsp; =
</span><o:p></o:p></span></font></pre></div>

</body>

</html>

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Date: Mon, 8 Mar 2004 23:08:01 -0700 (MST)
From: Alex Rousskov <rousskov@measurement-factory.com>
To: "John G. Waclawsky" <jgw@cisco.com>
cc: OPES Group <ietf-openproxy@imc.org>,
        Krishna Ramadas <kramadas@venturiwireless.com>
Subject: Re: An opes usage question.
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I am afraid the latest discussion/diagrams unnecessary complicated
things. We suddenly started talking about IP addresses of individual
proxies, persistent connections between load balanced proxies, and
other complicated low-level details that should be kept outside of
most OPES protocols. Let's step back a little:

On Wed, 3 Mar 2004, John G. Waclawsky wrote:

> 1)  The opes framework allows services to be distributed (or pipelined),
> with incremental services being added to each traffic flow at each
> stage. This is an opes proxy to proxy communication model.
> 2) A pool of multiple opes proxies can be provisioned at each stage to
> support a large number of flows
> 3) Installing load balancers between stages to distribute the flows is
> ok in an opes framework (and this is a typical business scenario). If
> all the flow processing can be achieved in-line then there is no need to
> identify any specific proxy in any pool. In this case we probably don't
> care which previous stage opes proxy did the prior adaptation step.

Agreed.

> 4) The crux of the problem is how to share information between two
> stages of the flow. This sending of metadata from one stage to a
> previous stage will require knowledge of specific server addresses (a
> more general case might be be to send the metadata in  either direction).

I hope the last statement is false. IMO, identifying or communicating
directly with individual proxies behind a load balancer makes sane
load balancing impossible. Sane load balancing, by definition,
includes load balancing of identical proxies (identical from external
protocol agents point of view). If all proxies are truly identical
from external agents ping of view, there should be not reason to
identify them individually.

If proxies are not identical for any reason, then we are not load
balancing them; we are managing a pool of different proxies, with some
complex per-protocol selection criteria. The latter model is what
origin server load balancing evolved into and is exactly why HTTP load
balancing requires AI techniques and ugly hacks to work, despite the
fact that pure HTTP is stateless. We should avoid this model (on a
protocol level) if at all possible.

In your specific case, this implies that external proxies must not try
to identify individual proxies behind the load balancer. While we can
build such identification mechanisms, the long-term effect would be
the same as for HTTP: expensive and relatively rigid load balancing
schemes causing headaches for all the parties involved.

The task of such identification should be assigned to load balancers.
If the protocol is designed correctly, a load balancer should be able
to reliably identify the proxy/server it should talk to when the
external proxy sends a follow-up message to the load balancer. We
tried hard to make this possible with the OPES tracing approach. It
should be possible in reverse direction as well.

Instead of using this diagram:

  ContentServer     ContentServer     ContentServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
  BillingServer  BillingServer   BillingServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
       AdaptServer  AdaptServer  AdaptServer


let's use the following diagram when designing your billing adjustment
algorithm/protocol:

                  ContentServer
                        |
                 BillingServer
                        |
                   AdaptServer

and require that if any load balancing is introduced, it does not
change the algorithm/protocol in any way. This implies that if IP
addresses are used to identify proxies, then load balancers should put
their own IP addresses instead of the addresses of the proxies being
balanced (and embed known-to-balancer-only meta information to map
flow ID to individual proxy address). OPES tracing allows for such
substitutions and meta information, for example. The notification
algorithms working in the opposite direction should allow them as well
and can reuse the techniques discussed when OPES tracing was
developed.

In other words, instead of allowing a load balancer as a separate protocol
entity that everybody has to worry about, you require that protocols are
designed so that a group of load balanced agents is visible as a single agent,
and nobody has to worry about the presence or specifics of load balancing
(except for the load balancer itself).

Can you think of any real world problem that cannot be solved using the above
simplified framework? Can you think of a reason why load balancers will not be
able to hide the presence of multiple proxies from the outside agents? In
other words, is there a point in drawing load balancers and multiple proxies
when discussing the protocols you need?

Thanks,

Alex.



From owner-ietf-openproxy@mail.imc.org  Tue Mar  9 14:36:57 2004
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Subject: RE: An opes usage question.
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From: "Krishna Ramadas" <kramadas@venturiwireless.com>
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Alex,
	Perhaps, the recommendations that you make about using the
current definitions within OPES are applicable. I understand that you
are recommending the use of the "tracing" facility and the "meta data
transfer" facility. 

OPES "tracing" is defined in the "An architecture for OPES" documents.
In this context the document states that : "Providing the ability for
in-band annotation MAY require header extensions on the application
protocol that is used (e.g HTTP)".

The document "HTTP adaptation for OPES" proceeds to define the use of
tracing in the context of HTTP. Similar structures do not exist for
supporting other applications, at the moment. Utilizing the "tracing"
mechanism for flow discovery can work for HTTP. In fact HTTP 1.1,
already defines a field "X-Forwarded-For" to help with such a discovery.
The problem is with other applications.

Meta Transfer is established as a requirement in the document
"Requirements for OPES callout protocols (3.13)". Are you also implying
that we embed meta-data in the traffic flow, just like trace
information? Often, processing of meta-data is done in a background
thread and not in the main thread for gaining processing efficiency. I
had, therefore, understood that OCP should provide the
meta-data-transfer support. Is this correct? In-flow transfer of
meta-data requires support for application protocol, may be possible
only with HTTP, currently. Transferring meta-data using OCP also becomes
tricky when the callout and proxy roles are mixed within one physical
entity, especially with load balancers separating the proxy stages. I'd
like to get your ideas on meta data transfer, I may not have noticed
some earlier discussions on this, any pointers will be greatly
appreciated.

Thanks
Krishna

BTW, the billing servers may never be in the traffic path like it is
shown in the figures that we have been discussing. Instead, two stages
of adaptation servers may be separated by load balancers. 


-----Original Message-----
From: Alex Rousskov [mailto:rousskov@measurement-factory.com] 
Sent: Monday, March 08, 2004 10:08 PM
To: John G. Waclawsky
Cc: OPES Group; Krishna Ramadas
Subject: Re: An opes usage question.


I am afraid the latest discussion/diagrams unnecessary complicated
things. We suddenly started talking about IP addresses of individual
proxies, persistent connections between load balanced proxies, and
other complicated low-level details that should be kept outside of
most OPES protocols. Let's step back a little:

On Wed, 3 Mar 2004, John G. Waclawsky wrote:

> 1)  The opes framework allows services to be distributed (or
pipelined),
> with incremental services being added to each traffic flow at each
> stage. This is an opes proxy to proxy communication model.
> 2) A pool of multiple opes proxies can be provisioned at each stage to
> support a large number of flows
> 3) Installing load balancers between stages to distribute the flows is
> ok in an opes framework (and this is a typical business scenario). If
> all the flow processing can be achieved in-line then there is no need
to
> identify any specific proxy in any pool. In this case we probably
don't
> care which previous stage opes proxy did the prior adaptation step.

Agreed.

> 4) The crux of the problem is how to share information between two
> stages of the flow. This sending of metadata from one stage to a
> previous stage will require knowledge of specific server addresses (a
> more general case might be be to send the metadata in  either
direction).

I hope the last statement is false. IMO, identifying or communicating
directly with individual proxies behind a load balancer makes sane
load balancing impossible. Sane load balancing, by definition,
includes load balancing of identical proxies (identical from external
protocol agents point of view). If all proxies are truly identical
from external agents ping of view, there should be not reason to
identify them individually.

If proxies are not identical for any reason, then we are not load
balancing them; we are managing a pool of different proxies, with some
complex per-protocol selection criteria. The latter model is what
origin server load balancing evolved into and is exactly why HTTP load
balancing requires AI techniques and ugly hacks to work, despite the
fact that pure HTTP is stateless. We should avoid this model (on a
protocol level) if at all possible.

In your specific case, this implies that external proxies must not try
to identify individual proxies behind the load balancer. While we can
build such identification mechanisms, the long-term effect would be
the same as for HTTP: expensive and relatively rigid load balancing
schemes causing headaches for all the parties involved.

The task of such identification should be assigned to load balancers.
If the protocol is designed correctly, a load balancer should be able
to reliably identify the proxy/server it should talk to when the
external proxy sends a follow-up message to the load balancer. We
tried hard to make this possible with the OPES tracing approach. It
should be possible in reverse direction as well.

Instead of using this diagram:

  ContentServer     ContentServer     ContentServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
  BillingServer  BillingServer   BillingServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
       AdaptServer  AdaptServer  AdaptServer


let's use the following diagram when designing your billing adjustment
algorithm/protocol:

                  ContentServer
                        |
                 BillingServer
                        |
                   AdaptServer

and require that if any load balancing is introduced, it does not
change the algorithm/protocol in any way. This implies that if IP
addresses are used to identify proxies, then load balancers should put
their own IP addresses instead of the addresses of the proxies being
balanced (and embed known-to-balancer-only meta information to map
flow ID to individual proxy address). OPES tracing allows for such
substitutions and meta information, for example. The notification
algorithms working in the opposite direction should allow them as well
and can reuse the techniques discussed when OPES tracing was
developed.

In other words, instead of allowing a load balancer as a separate
protocol
entity that everybody has to worry about, you require that protocols are
designed so that a group of load balanced agents is visible as a single
agent,
and nobody has to worry about the presence or specifics of load
balancing
(except for the load balancer itself).

Can you think of any real world problem that cannot be solved using the
above
simplified framework? Can you think of a reason why load balancers will
not be
able to hide the presence of multiple proxies from the outside agents?
In
other words, is there a point in drawing load balancers and multiple
proxies
when discussing the protocols you need?

Thanks,

Alex.



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Date: Tue, 09 Mar 2004 23:42:06 -0500
From: "John G. Waclawsky" <jgw@cisco.com>
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Organization: Cisco Systems
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To: Alex Rousskov <rousskov@measurement-factory.com>
CC: OPES Group <ietf-openproxy@imc.org>,
        Krishna Ramadas <kramadas@venturiwireless.com>
Subject: Re: An opes usage question.
References: <3FFC8D88.7020506@cisco.com> <Pine.BSF.4.58.0401071619540.52120@measurement-factory.com> <3FFD9E35.6080607@cisco.com> <Pine.BSF.4.58.0401081122180.8266@measurement-factory.com> <3FFDC1CE.7060809@cisco.com> <403F9EBE.8030709@cisco.com> <Pine.BSF.4.58.0402271255140.27124@measurement-factory.com> <403FB970.7060400@cisco.com> <Pine.BSF.4.58.0402271452160.27124@measurement-factory.com> <40461F07.3080104@cisco.com> <Pine.BSF.4.58.0403082215070.56039@measurement-factory.com>
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I agree things have gotten a little too complicated and I would also 
like to get the discussion back on track. It seems we are in agreement 
with items 1, 2, and 3 below (previous e-mail). So to proceed, I would 
like to just focus on item 4 and the reason for sharing  information 
between two proxies (in different stages of a services pipeline) 
separated by a load balancer. I believe that item 4 is true and there 
are no load balancing issues. Let me explain.

The flow participant discovery problem that I am describing does not 
effect load balancing. We can safely assume all proxies do the same 
thing. The proxies are identical.  Let's assume a pool of proxies at a 
stage (of the pipeline) are all measuring content bytes and amassing 
billing information.  The traffic flows from the content servers are 
being distributed over the pool of billing proxies in a particular stage 
by a load balancer. The reason to identify a billing proxy individually 
is simply because that is where a particular flow's billing information 
is located. Even though all the proxies are doing the same thing, 
monitoring the content passing by and billing by the byte, they will be 
working with different content on a flow by flow basis. So what they do 
in the case of each flow will be different and each flow will have a 
different bill. If we change the number of bytes at an adaptation stage 
down stream from the billing proxies how do we get the information about 
the adaptation change back to the correct billing proxy. This is the 
crux of the problem and "sane" load balancing is preserved.  Can we 
agree on this point?

Regards  John

Alex Rousskov wrote:

>I am afraid the latest discussion/diagrams unnecessary complicated
>things. We suddenly started talking about IP addresses of individual
>proxies, persistent connections between load balanced proxies, and
>other complicated low-level details that should be kept outside of
>most OPES protocols. Let's step back a little:
>
>On Wed, 3 Mar 2004, John G. Waclawsky wrote:
>
>  
>
>>1)  The opes framework allows services to be distributed (or pipelined),
>>with incremental services being added to each traffic flow at each
>>stage. This is an opes proxy to proxy communication model.
>>2) A pool of multiple opes proxies can be provisioned at each stage to
>>support a large number of flows
>>3) Installing load balancers between stages to distribute the flows is
>>ok in an opes framework (and this is a typical business scenario). If
>>all the flow processing can be achieved in-line then there is no need to
>>identify any specific proxy in any pool. In this case we probably don't
>>care which previous stage opes proxy did the prior adaptation step.
>>    
>>
>
>Agreed.
>
>  
>
>>4) The crux of the problem is how to share information between two
>>stages of the flow. This sending of metadata from one stage to a
>>previous stage will require knowledge of specific server addresses (a
>>more general case might be be to send the metadata in  either direction).
>>    
>>
>
>I hope the last statement is false. IMO, identifying or communicating
>directly with individual proxies behind a load balancer makes sane
>load balancing impossible. Sane load balancing, by definition,
>includes load balancing of identical proxies (identical from external
>protocol agents point of view). If all proxies are truly identical
>from external agents ping of view, there should be not reason to
>identify them individually.
>
>If proxies are not identical for any reason, then we are not load
>balancing them; we are managing a pool of different proxies, with some
>complex per-protocol selection criteria. The latter model is what
>origin server load balancing evolved into and is exactly why HTTP load
>balancing requires AI techniques and ugly hacks to work, despite the
>fact that pure HTTP is stateless. We should avoid this model (on a
>protocol level) if at all possible.
>
>In your specific case, this implies that external proxies must not try
>to identify individual proxies behind the load balancer. While we can
>build such identification mechanisms, the long-term effect would be
>the same as for HTTP: expensive and relatively rigid load balancing
>schemes causing headaches for all the parties involved.
>
>The task of such identification should be assigned to load balancers.
>If the protocol is designed correctly, a load balancer should be able
>to reliably identify the proxy/server it should talk to when the
>external proxy sends a follow-up message to the load balancer. We
>tried hard to make this possible with the OPES tracing approach. It
>should be possible in reverse direction as well.
>
>Instead of using this diagram:
>
>  ContentServer     ContentServer     ContentServer
>        |               |                |
>        \               |               /
>         \              |              /
>          ----------------------------
>          |      Load Balancer       |
>          ----------------------------
>            |           |         |
>            |           |         |
>            |           |         |
>  BillingServer  BillingServer   BillingServer
>        |               |                |
>        \               |               /
>         \              |              /
>          ----------------------------
>          |      Load Balancer       |
>          ----------------------------
>            |           |         |
>            |           |         |
>            |           |         |
>       AdaptServer  AdaptServer  AdaptServer
>
>
>let's use the following diagram when designing your billing adjustment
>algorithm/protocol:
>
>                  ContentServer
>                        |
>                 BillingServer
>                        |
>                   AdaptServer
>
>and require that if any load balancing is introduced, it does not
>change the algorithm/protocol in any way. This implies that if IP
>addresses are used to identify proxies, then load balancers should put
>their own IP addresses instead of the addresses of the proxies being
>balanced (and embed known-to-balancer-only meta information to map
>flow ID to individual proxy address). OPES tracing allows for such
>substitutions and meta information, for example. The notification
>algorithms working in the opposite direction should allow them as well
>and can reuse the techniques discussed when OPES tracing was
>developed.
>
>In other words, instead of allowing a load balancer as a separate protocol
>entity that everybody has to worry about, you require that protocols are
>designed so that a group of load balanced agents is visible as a single agent,
>and nobody has to worry about the presence or specifics of load balancing
>(except for the load balancer itself).
>
>Can you think of any real world problem that cannot be solved using the above
>simplified framework? Can you think of a reason why load balancers will not be
>able to hide the presence of multiple proxies from the outside agents? In
>other words, is there a point in drawing load balancers and multiple proxies
>when discussing the protocols you need?
>
>Thanks,
>
>Alex.
>
>  
>

--------------060907070106080602030100
Content-Type: text/html; charset=us-ascii
Content-Transfer-Encoding: 7bit

<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<html>
<head>
  <meta http-equiv="Content-Type" content="text/html;charset=ISO-8859-1">
  <title></title>
</head>
<body text="#000000" bgcolor="#ffffff">
I agree things have gotten a little too complicated and I would also
like to get the discussion back on track. It seems we are in agreement
with items 1, 2, and 3 below (previous e-mail). So to proceed, I would
like to just focus on item 4 and the reason for sharing&nbsp; information
between two proxies (in different stages of a services pipeline)
separated by a load balancer. I believe that item 4 is true and there
are no load balancing issues. Let me explain.<br>
<br>
The flow participant discovery problem that I am describing does not
effect load balancing. We can safely assume all proxies do the same
thing. The proxies are identical.&nbsp; Let's assume a pool of proxies at a
stage (of the pipeline) are all measuring content bytes and amassing
billing information.&nbsp; The traffic flows from the content servers are
being distributed over the pool of billing proxies in a particular
stage by a load balancer. The reason to identify a billing proxy
individually is simply because that is where a particular flow's
billing information is located. Even though all the proxies are doing
the same thing, monitoring the content passing by and billing by the
byte, they will be working with different content on a flow by flow
basis. So what they do in the case of each flow will be different and
each flow will have a different bill. If we change the number of bytes
at an adaptation stage down stream from the billing proxies how do we
get the information about the adaptation change back to the correct
billing proxy. This is the crux of the problem and "sane" load
balancing is preserved.&nbsp; Can we agree on this point?<br>
<br>
Regards&nbsp; John<br>
<br>
Alex Rousskov wrote:<br>
<blockquote type="cite"
 cite="midPine.BSF.4.58.0403082215070.56039@measurement-factory.com">
  <pre wrap="">I am afraid the latest discussion/diagrams unnecessary complicated
things. We suddenly started talking about IP addresses of individual
proxies, persistent connections between load balanced proxies, and
other complicated low-level details that should be kept outside of
most OPES protocols. Let's step back a little:

On Wed, 3 Mar 2004, John G. Waclawsky wrote:

  </pre>
  <blockquote type="cite">
    <pre wrap="">1)  The opes framework allows services to be distributed (or pipelined),
with incremental services being added to each traffic flow at each
stage. This is an opes proxy to proxy communication model.
2) A pool of multiple opes proxies can be provisioned at each stage to
support a large number of flows
3) Installing load balancers between stages to distribute the flows is
ok in an opes framework (and this is a typical business scenario). If
all the flow processing can be achieved in-line then there is no need to
identify any specific proxy in any pool. In this case we probably don't
care which previous stage opes proxy did the prior adaptation step.
    </pre>
  </blockquote>
  <pre wrap=""><!---->
Agreed.

  </pre>
  <blockquote type="cite">
    <pre wrap="">4) The crux of the problem is how to share information between two
stages of the flow. This sending of metadata from one stage to a
previous stage will require knowledge of specific server addresses (a
more general case might be be to send the metadata in  either direction).
    </pre>
  </blockquote>
  <pre wrap=""><!---->
I hope the last statement is false. IMO, identifying or communicating
directly with individual proxies behind a load balancer makes sane
load balancing impossible. Sane load balancing, by definition,
includes load balancing of identical proxies (identical from external
protocol agents point of view). If all proxies are truly identical
from external agents ping of view, there should be not reason to
identify them individually.

If proxies are not identical for any reason, then we are not load
balancing them; we are managing a pool of different proxies, with some
complex per-protocol selection criteria. The latter model is what
origin server load balancing evolved into and is exactly why HTTP load
balancing requires AI techniques and ugly hacks to work, despite the
fact that pure HTTP is stateless. We should avoid this model (on a
protocol level) if at all possible.

In your specific case, this implies that external proxies must not try
to identify individual proxies behind the load balancer. While we can
build such identification mechanisms, the long-term effect would be
the same as for HTTP: expensive and relatively rigid load balancing
schemes causing headaches for all the parties involved.

The task of such identification should be assigned to load balancers.
If the protocol is designed correctly, a load balancer should be able
to reliably identify the proxy/server it should talk to when the
external proxy sends a follow-up message to the load balancer. We
tried hard to make this possible with the OPES tracing approach. It
should be possible in reverse direction as well.

Instead of using this diagram:

  ContentServer     ContentServer     ContentServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
  BillingServer  BillingServer   BillingServer
        |               |                |
        \               |               /
         \              |              /
          ----------------------------
          |      Load Balancer       |
          ----------------------------
            |           |         |
            |           |         |
            |           |         |
       AdaptServer  AdaptServer  AdaptServer


let's use the following diagram when designing your billing adjustment
algorithm/protocol:

                  ContentServer
                        |
                 BillingServer
                        |
                   AdaptServer

and require that if any load balancing is introduced, it does not
change the algorithm/protocol in any way. This implies that if IP
addresses are used to identify proxies, then load balancers should put
their own IP addresses instead of the addresses of the proxies being
balanced (and embed known-to-balancer-only meta information to map
flow ID to individual proxy address). OPES tracing allows for such
substitutions and meta information, for example. The notification
algorithms working in the opposite direction should allow them as well
and can reuse the techniques discussed when OPES tracing was
developed.

In other words, instead of allowing a load balancer as a separate protocol
entity that everybody has to worry about, you require that protocols are
designed so that a group of load balanced agents is visible as a single agent,
and nobody has to worry about the presence or specifics of load balancing
(except for the load balancer itself).

Can you think of any real world problem that cannot be solved using the above
simplified framework? Can you think of a reason why load balancers will not be
able to hide the presence of multiple proxies from the outside agents? In
other words, is there a point in drawing load balancers and multiple proxies
when discussing the protocols you need?

Thanks,

Alex.

  </pre>
</blockquote>
</body>
</html>

--------------060907070106080602030100--



From owner-ietf-openproxy@mail.imc.org  Wed Mar 10 00:31:09 2004
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From: =?iso-8859-1?q?Red=20K?= <redkresearch@yahoo.com.sg>
Subject: Re: An opes usage question.
To: jgw@cisco.com, "The Purple Streak, Hilarie Orman" <ho@alum.mit.edu>
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Dear all,

Could anybody please forward me the original question?
Thank you very much!

Best Regards
Red K

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On Tue, 9 Mar 2004, Krishna Ramadas wrote:

> 	Perhaps, the recommendations that you make about using the
> current definitions within OPES are applicable. I understand that
> you are recommending the use of the "tracing" facility and the "meta
> data transfer" facility.

Kind of, but not exactly. Sorry for not being clear. I used the
tracing facility as an example. The primary purpose of my response was
to remove load balancers from any high-level architecture discussion
on this thread as an irrelevant detail.

In other words, I was trying to argue that any diagram that shows a
load balancer is too low-level for the current discussion; and that
load balancing, when done right, should not affect the protocols being
discussed (including tracing and notification protocols).

> Utilizing the "tracing" mechanism for flow discovery can work for
> HTTP. [...] The problem is with other applications.

Yes, each application protocol needs its own tracing profile and some
application protocols will not be able to support embedded tracing at
all.

> Meta Transfer is established as a requirement in the document
> "Requirements for OPES callout protocols (3.13)". Are you also
> implying that we embed meta-data in the traffic flow, just like
> trace information?

Not really. The best solution would depend on environment/application
specifics that we do not know yet. Transferring small amounts of
metadata embedded in HTTP messages is usually OK, but probably not
always the best approach, and we may not be dealing with HTTP here.

> Often, processing of meta-data is done in a background
> thread and not in the main thread for gaining processing efficiency. I
> had, therefore, understood that OCP should provide the
> meta-data-transfer support. Is this correct?

OCP provides support for metadata exchanges. However, my understanding
is that the question of whether OCP should be used among described
proxies is still open.

> Transferring meta-data using OCP also becomes tricky when the
> callout and proxy roles are mixed within one physical entity,
> especially with load balancers separating the proxy stages.

I am not sure what complications or tricks you are referring to. Since
OCP establishes roles on per-OCP-connection basis, I am not sure why
mixed proxy roles would cause a problem. Said that, we do not have an
OCP profile for proxy-to-proxy exchange, so it is difficult to
speculate about the benefits and limitations of such approach. In
theory, OCP can marshal any mix of data and metadata, but it may not
be the best protocol to use among proxies, depending on the specifics
of the environment.

> BTW, the billing servers may never be in the traffic path like it is
> shown in the figures that we have been discussing. Instead, two
> stages of adaptation servers may be separated by load balancers.

True. However, if proxy-to-proxy exchanges are not tied to persistent
connections/pipeline, then it probably does not matter, as far as
proxy/flow identification is concerned? Am I missing something?

Alex.

>                   ContentServer
>                         |
>                  BillingServer
>                         |
>                    AdaptServer
>



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Date: Tue, 9 Mar 2004 23:31:30 -0700 (MST)
From: Alex Rousskov <rousskov@measurement-factory.com>
To: "John G. Waclawsky" <jgw@cisco.com>
cc: OPES Group <ietf-openproxy@imc.org>,
        Krishna Ramadas <kramadas@venturiwireless.com>
Subject: Re: An opes usage question.
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On Tue, 9 Mar 2004, John G. Waclawsky wrote:

> Let's assume a pool of proxies at a stage (of the pipeline) are all
> measuring content bytes and amassing billing information.  The
> traffic flows from the content servers are being distributed over
> the pool of billing proxies in a particular stage by a load
> balancer. The reason to identify a billing proxy individually is
> simply because that is where a particular flow's billing information
> is located. Even though all the proxies are doing the same thing,
> monitoring the content passing by and billing by the byte, they will
> be working with different content on a flow by flow basis. So what
> they do in the case of each flow will be different and each flow
> will have a different bill.

I agree that each proxy behind a load balancer works on different
flows and, hence, keeps different information. However, I argue that a
good protocol (and a compliant load balancer) will hide that fact from
outside observers. The load balancer will provide mapping between its
trace entry/ID and particular proxy in the pool. The outside observers
will only see an opaque ID and will not care that it maps to one of
the pooled proxies. Please see below for an example.

> If we change the number of bytes at an adaptation stage down stream
> from the billing proxies how do we get the information about the
> adaptation change back to the correct billing proxy.

Let me sketch a solution:

	1) billing-proxy-i inserts its ID "B-i" into the trace

	2) load balancer replaces "B-i" with "LB-1/i" in the trace
	   the tracing protocol requires that the optional
	   information in the ID (stuff "after the slash") is
	   forwarded but does not affect ID comparison and
	   protocol-level addressing

	3) if an adaptation proxy wants to send an update about
	   the current flow it is adapting, it talks directly to
	   the load balancer, using the "LB-1/i" ID supplied by
	   that load balancer

	4) upon receiving a notification from an adaptation
	   proxy, the load balancer converts "LB-1/i" ID to
	   "B-i" and forwards the notification to billing-proxy-i

Note that neither the billing proxy nor the adaptation proxy know that
they are talking to a load balancer. Each of them, perceives the load
balancer as a "standard" OPES proxy, just like they are themselves.
Only the load balancer knows about the address translation (to use a
forbidden expression; but it is fine to do address translation on this
level, we are not talking about IP NATs here, of course, more like
URNs).

Does this clarify my take on the problem?

Thanks,

Alex.



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From: Alex Rousskov <rousskov@measurement-factory.com>
To: =?iso-8859-1?q?Red=20K?= <redkresearch@yahoo.com.sg>
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On Wed, 10 Mar 2004, [iso-8859-1] Red K wrote:

> Could anybody please forward me the original question?

Mailing list message headers point to the OPES WG archive[1] that
contains the entire thread, starting with [2].

HTH,

Alex.

[1] http://www.imc.org/ietf-openproxy/mail-archive/maillist.html
[2] http://www.imc.org/ietf-openproxy/mail-archive/msg02834.html



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Date: Wed, 10 Mar 2004 22:23:47 -0500
From: "John G. Waclawsky" <jgw@cisco.com>
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Alex, from prior e-mails we agreed the use case I described fits within the opes framework (basically we agreed on items 1, 2 and 3 but not item 4 in my last e-mail). I am now trying to resolve item 4, I have been looking over the last couple of e-mails and the current discussions around item 4 can be summarized around four potential suggestions to the "flow participant discovery" problem for the use case.

A) Tracing -  My conclusion of this discussion is that tracing is not a general purpose solution that will work with all application protocols (I am assuming that application protocol refers to any protocol enveloped by TCP or UDP). The comment that "each application protocol needs its own tracing profile and some 
application protocols will not be able to support embedded tracing at all." is very significant. I find it unrealistic to expect all application protocols (or even a significant number in common use today) will support embedded tracing any time soon. Also, it seems using tracing would be "overkill" for this problem.

B) HTTP Metadata -  While HTTP flows support the in-band transfer of small amounts of metadata this may not practical. The size and volume of the metadata could be too much for HTTP. Also, this does not provide a complete answer because HTTP is not the only application protocol we might have to consider.  This suggestion does not seem to be the best general purpose approach.

C) OCP -  OCP can't handle any proxy to proxy exchanges because there are no OCP profiles for proxy to proxy flows.

D) Load Balancer changes - Load balancers are usually high performance boxes and anyone building a load balancer would most likely object to adding additional processing to deal with "address translations". It seems impractical and risky to require the addition of new code into load balancers to support opes (even if it is only to append and replace IP addresses). Also load balancers will not be balancing metadata if the metadata is targeted to return to a particular proxy. Sending metadata through a load balancer will likely bring about scaling issues. All that is required to transfer the metadata, in this case, is simple out of band communication (once the correct address is  known).

All this discussion bring me back to where I started with my initial opes e-mail. It is apparent that a practical opes solution, useful today, is not available for this use case. I recognize that the opes framework is not complete. But I would really like to see the framework extended to handle this services use case, which I believe will become one of the first opes deployments.  I continue to believe that the opes framework is the best way to solve this services usage problem and maintain an open system. I think this is what opes is all about.

Shouldn't we now look into how to extend the opes framework to satisfy the need for a "flow participant discovery" solution?  Solving the flow participant discovery  problem in the most general way without dependencies on load balancers opens up lots of ways of sending any metadata out-of-band between proxies. Your thoughts are greatly appreciated. Thanks again.
Regards  John




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On Wed, 10 Mar 2004, John G. Waclawsky wrote:

> current discussions around item 4 can be summarized around four
> potential suggestions to the "flow participant discovery" problem
> for the use case.
>
> A) Tracing - My conclusion of this discussion is that tracing is not
> a general purpose solution that will work with all application
> protocols

Agreed. Tracing is one-way and what you want seems to be two-way
(tracing + notification).

> B) HTTP Metadata ...  This suggestion does not seem to be the best
> general purpose approach.

Agreed. Piggybacking metainfo to HTTP is only good if your application
traffic is HTTP and you do not need notifications (only tracing).

> C) OCP - OCP can't handle any proxy to proxy exchanges because there
> are no OCP profiles for proxy to proxy flows.

OCP Core can handle proxy to proxy exchanges. One would need to write
a profile to document rules/messages specific to your environment.

> D) Load Balancer changes ...

(D) is not a solution like A, B, and C. Whether you change load
balancers or not, you still need a [new] protocol to communicate your
metainformation. (D) is, IMO, an unavoidable requirement (see below).

Note that L7 load balancers have been doing content manipulation for
years. This is not a new requirement. The nature of a L4/7 load
balancer requires them to understand the protocol being load balanced.

> Also load balancers will not be balancing metadata if the metadata
> is targeted to return to a particular proxy.

Right. L7 load balancers (aka content switches) are used to such tasks
as keeping client-server affinity. Pure load balancing is only a part
of what they have to do.

> Sending metadata through a load balancer will likely bring about
> scaling issues. All that is required to transfer the metadata, in
> this case, is simple out of band communication (once the correct
> address is known).

A L7 switch or a proxy can do that and can do that fast. Of course, a
L2 switch can do that even faster, but I am not sure I would recommend
trading speed for exposing proxies behind a load balancer.
Architectural concerns usually trump performance optimizations.

Moreover, in most environments, the traffic would have to go through
the load balancer to the proxy because that is the only way to reach
the proxy. Thus, it would be impossible to bypass the load balancer
box in a typical network setup where proxies are load balanced. (Your
environment may not be typical though, not sure).

> All this discussion bring me back to where I started with my initial
> opes e-mail. It is apparent that a practical opes solution, useful
> today, is not available for this use case.

I agree. No existing protocol seems to be able to support what you
want: bidirectional exchange of application-agnostic metainformation
among agents that are possibly being load balanced.

> I recognize that the opes framework is not complete. But I would
> really like to see the framework extended to handle this services
> use case, which I believe will become one of the first opes
> deployments.  I continue to believe that the opes framework is the
> best way to solve this services usage problem and maintain an open
> system. I think this is what opes is all about.

> Shouldn't we now look into how to extend the opes framework to
> satisfy the need for a "flow participant discovery" solution?
> Solving the flow participant discovery problem in the most general
> way without dependencies on load balancers opens up lots of ways of
> sending any metadata out-of-band between proxies.

Are the following three requirements correct?

  1) Agents need to communicate metainformation to each other
  2) metainformation is related to some application protocol, but
     agent communication protocol should be application agnostic
     (i.e., should work with many application protocols)
  3) some agents are being load balanced with respect to the
     application protocol in question

If yes, I conclude:

  - some agents will not have IP addresses reachable from other
    agents

And, hence,

  - agent communication without assistance of load balancers
    would be impossible in general

To resolve the conflict, you have two options, I think:

  (a) require load balancers to handle part of the communication
      (this is how HTTP, SSL, and ICAP are load balanced today)

  (b) limit the environment to agents that are IP-reachable
      despite being load-balanced
      (this would exclude some (many?) load balancing environments)

Do you see what I am getting at? In short, if something is behind a
load balancer, that something may not have a routable IP address and,
hence, cannot communicate directly with the world.

Whether you chose (a) or (b), you still need a new protocol or new
protocol profile to support the metainformation exchange.

Alex.



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Date: Thu, 18 Mar 2004 13:31:09 -0500
From: "John G. Waclawsky" <jgw@cisco.com>
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Subject: Re: An opes services usage question
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Alex, It looks like we are ruling out solutions A, B, C. I have been thinking about your response to solution D (below). It seems your perspective consists of two aspects. One aspect is that a layer 7 solution is required for affinity and the second aspect is that metadata is only sent in-band (through the load balancer). I believe that is one specific solution. But I don't see it as the most general way to extend the opes framework. Let me explain. 

I believe the client server affinity problem for metadata is really the simpler case of just needing client affinity for the metadata to be sent back to a previous proxy stage. I believe this affinity problem should and can be solved at layer 3 if the source (client) IP address is available in whatever protocol is decided to be used in the transfer of the metadata. I did some checking and it seems that most load balancers maintain this IP address affinity for you at layer 3. So a layer 3 solution can be application protocol agnostic if we send the metadata in-band back through the load balancer. My current thinking is that the same layer 3 load balancing / affinity information could be leveraged to transfer proxy IP address information and resolve the flow participant discovery solution for sending metadata out-of-band. 

Driving the solution down to layer 3 allows metadata to be sent either in-band (through the load balancer) or out-of-band in those situations where proxies have IP reachable addresses. I did some more checking and also found that IP reachable addresses are often the case because many of the these load balanced environments have management LANs associated with them. I also think this satisfies the three requirements you mention in your previous e-mail response below, which I also believe are correct. 

I agree we need a new protocol to support the metadata exchange (and possibly for acknowledgments of metadata). But, if we  want the most general solution that also allows the sending of metadata out-of-band then maybe the new protocol (or some existing protocol used or adapted for this situation) could solve the flow participant discovery problem too.

Your thoughts?
Regards   John



Alex Rousskov wrote:

>On Wed, 10 Mar 2004, John G. Waclawsky wrote:
>
>  
>
>>current discussions around item 4 can be summarized around four
>>potential suggestions to the "flow participant discovery" problem
>>for the use case.
>>
>>A) Tracing - My conclusion of this discussion is that tracing is not
>>a general purpose solution that will work with all application
>>protocols
>>    
>>
>
>Agreed. Tracing is one-way and what you want seems to be two-way
>(tracing + notification).
>
>  
>
>>B) HTTP Metadata ...  This suggestion does not seem to be the best
>>general purpose approach.
>>    
>>
>
>Agreed. Piggybacking metainfo to HTTP is only good if your application
>traffic is HTTP and you do not need notifications (only tracing).
>
>  
>
>>C) OCP - OCP can't handle any proxy to proxy exchanges because there
>>are no OCP profiles for proxy to proxy flows.
>>    
>>
>
>OCP Core can handle proxy to proxy exchanges. One would need to write
>a profile to document rules/messages specific to your environment.
>
>  
>
>>D) Load Balancer changes ...
>>    
>>
>
>(D) is not a solution like A, B, and C. Whether you change load
>balancers or not, you still need a [new] protocol to communicate your
>metainformation. (D) is, IMO, an unavoidable requirement (see below).
>
>Note that L7 load balancers have been doing content manipulation for
>years. This is not a new requirement. The nature of a L4/7 load
>balancer requires them to understand the protocol being load balanced.
>
>  
>
>>Also load balancers will not be balancing metadata if the metadata
>>is targeted to return to a particular proxy.
>>    
>>
>
>Right. L7 load balancers (aka content switches) are used to such tasks
>as keeping client-server affinity. Pure load balancing is only a part
>of what they have to do.
>
>  
>
>>Sending metadata through a load balancer will likely bring about
>>scaling issues. All that is required to transfer the metadata, in
>>this case, is simple out of band communication (once the correct
>>address is known).
>>    
>>
>
>A L7 switch or a proxy can do that and can do that fast. Of course, a
>L2 switch can do that even faster, but I am not sure I would recommend
>trading speed for exposing proxies behind a load balancer.
>Architectural concerns usually trump performance optimizations.
>
>Moreover, in most environments, the traffic would have to go through
>the load balancer to the proxy because that is the only way to reach
>the proxy. Thus, it would be impossible to bypass the load balancer
>box in a typical network setup where proxies are load balanced. (Your
>environment may not be typical though, not sure).
>
>  
>
>>All this discussion bring me back to where I started with my initial
>>opes e-mail. It is apparent that a practical opes solution, useful
>>today, is not available for this use case.
>>    
>>
>
>I agree. No existing protocol seems to be able to support what you
>want: bidirectional exchange of application-agnostic metainformation
>among agents that are possibly being load balanced.
>
>  
>
>>I recognize that the opes framework is not complete. But I would
>>really like to see the framework extended to handle this services
>>use case, which I believe will become one of the first opes
>>deployments.  I continue to believe that the opes framework is the
>>best way to solve this services usage problem and maintain an open
>>system. I think this is what opes is all about.
>>    
>>
>
>  
>
>>Shouldn't we now look into how to extend the opes framework to
>>satisfy the need for a "flow participant discovery" solution?
>>Solving the flow participant discovery problem in the most general
>>way without dependencies on load balancers opens up lots of ways of
>>sending any metadata out-of-band between proxies.
>>    
>>
>
>Are the following three requirements correct?
>
>  1) Agents need to communicate metainformation to each other
>  2) metainformation is related to some application protocol, but
>     agent communication protocol should be application agnostic
>     (i.e., should work with many application protocols)
>  3) some agents are being load balanced with respect to the
>     application protocol in question
>
>If yes, I conclude:
>
>  - some agents will not have IP addresses reachable from other
>    agents
>
>And, hence,
>
>  - agent communication without assistance of load balancers
>    would be impossible in general
>
>To resolve the conflict, you have two options, I think:
>
>  (a) require load balancers to handle part of the communication
>      (this is how HTTP, SSL, and ICAP are load balanced today)
>
>  (b) limit the environment to agents that are IP-reachable
>      despite being load-balanced
>      (this would exclude some (many?) load balancing environments)
>
>Do you see what I am getting at? In short, if something is behind a
>load balancer, that something may not have a routable IP address and,
>hence, cannot communicate directly with the world.
>
>Whether you chose (a) or (b), you still need a new protocol or new
>protocol profile to support the metainformation exchange.
>
>Alex.
>
>
>  
>

--------------000705000900080208030809
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<pre wrap="">Alex, It looks like we are ruling out solutions A, B, C. I have been thinking about your response to solution D (below). It seems your perspective consists of two aspects. One aspect is that a layer 7 solution is required for affinity and the second aspect is that metadata is only sent in-band (through the load balancer). I believe that is one specific solution. But I don't see it as the most general way to extend the opes framework. Let me explain. 

I believe the client server affinity problem for metadata is really the simpler case of just needing client affinity for the metadata to be sent back to a previous proxy stage. I believe this affinity problem should and can be solved at layer 3 if the source (client) IP address is available in whatever protocol is decided to be used in the transfer of the metadata. I did some checking and it seems that most load balancers maintain this IP address affinity for you at layer 3. So a layer 3 solution can be application protocol agnostic if we send the metadata in-band back through the load balancer. My current thinking is that the same layer 3 load balancing / affinity information could be leveraged to transfer proxy IP address information and resolve the flow participant discovery solution for sending metadata out-of-band. 

Driving the solution down to layer 3 allows metadata to be sent either in-band (through the load balancer) or out-of-band in those situations where proxies have IP reachable addresses. I did some more checking and also found that IP reachable addresses are often the case because many of the these load balanced environments have management LANs associated with them. I also think this satisfies the three requirements you mention in your previous e-mail response below, which I also believe are correct. 

I agree we need a new protocol to support the metadata exchange (and possibly for acknowledgments of metadata). But, if we  want the most general solution that also allows the sending of metadata out-of-band then maybe the new protocol (or some existing protocol used or adapted for this situation) could solve the flow participant discovery problem too.

Your thoughts?
Regards   John</pre>
<br>
<br>
Alex Rousskov wrote:<br>
<blockquote type="cite"
 cite="midPine.BSF.4.58.0403111140320.97365@measurement-factory.com">
  <pre wrap="">On Wed, 10 Mar 2004, John G. Waclawsky wrote:

  </pre>
  <blockquote type="cite">
    <pre wrap="">current discussions around item 4 can be summarized around four
potential suggestions to the "flow participant discovery" problem
for the use case.

A) Tracing - My conclusion of this discussion is that tracing is not
a general purpose solution that will work with all application
protocols
    </pre>
  </blockquote>
  <pre wrap=""><!---->
Agreed. Tracing is one-way and what you want seems to be two-way
(tracing + notification).

  </pre>
  <blockquote type="cite">
    <pre wrap="">B) HTTP Metadata ...  This suggestion does not seem to be the best
general purpose approach.
    </pre>
  </blockquote>
  <pre wrap=""><!---->
Agreed. Piggybacking metainfo to HTTP is only good if your application
traffic is HTTP and you do not need notifications (only tracing).

  </pre>
  <blockquote type="cite">
    <pre wrap="">C) OCP - OCP can't handle any proxy to proxy exchanges because there
are no OCP profiles for proxy to proxy flows.
    </pre>
  </blockquote>
  <pre wrap=""><!---->
OCP Core can handle proxy to proxy exchanges. One would need to write
a profile to document rules/messages specific to your environment.

  </pre>
  <blockquote type="cite">
    <pre wrap="">D) Load Balancer changes ...
    </pre>
  </blockquote>
  <pre wrap=""><!---->
(D) is not a solution like A, B, and C. Whether you change load
balancers or not, you still need a [new] protocol to communicate your
metainformation. (D) is, IMO, an unavoidable requirement (see below).

Note that L7 load balancers have been doing content manipulation for
years. This is not a new requirement. The nature of a L4/7 load
balancer requires them to understand the protocol being load balanced.

  </pre>
  <blockquote type="cite">
    <pre wrap="">Also load balancers will not be balancing metadata if the metadata
is targeted to return to a particular proxy.
    </pre>
  </blockquote>
  <pre wrap=""><!---->
Right. L7 load balancers (aka content switches) are used to such tasks
as keeping client-server affinity. Pure load balancing is only a part
of what they have to do.

  </pre>
  <blockquote type="cite">
    <pre wrap="">Sending metadata through a load balancer will likely bring about
scaling issues. All that is required to transfer the metadata, in
this case, is simple out of band communication (once the correct
address is known).
    </pre>
  </blockquote>
  <pre wrap=""><!---->
A L7 switch or a proxy can do that and can do that fast. Of course, a
L2 switch can do that even faster, but I am not sure I would recommend
trading speed for exposing proxies behind a load balancer.
Architectural concerns usually trump performance optimizations.

Moreover, in most environments, the traffic would have to go through
the load balancer to the proxy because that is the only way to reach
the proxy. Thus, it would be impossible to bypass the load balancer
box in a typical network setup where proxies are load balanced. (Your
environment may not be typical though, not sure).

  </pre>
  <blockquote type="cite">
    <pre wrap="">All this discussion bring me back to where I started with my initial
opes e-mail. It is apparent that a practical opes solution, useful
today, is not available for this use case.
    </pre>
  </blockquote>
  <pre wrap=""><!---->
I agree. No existing protocol seems to be able to support what you
want: bidirectional exchange of application-agnostic metainformation
among agents that are possibly being load balanced.

  </pre>
  <blockquote type="cite">
    <pre wrap="">I recognize that the opes framework is not complete. But I would
really like to see the framework extended to handle this services
use case, which I believe will become one of the first opes
deployments.  I continue to believe that the opes framework is the
best way to solve this services usage problem and maintain an open
system. I think this is what opes is all about.
    </pre>
  </blockquote>
  <pre wrap=""><!---->
  </pre>
  <blockquote type="cite">
    <pre wrap="">Shouldn't we now look into how to extend the opes framework to
satisfy the need for a "flow participant discovery" solution?
Solving the flow participant discovery problem in the most general
way without dependencies on load balancers opens up lots of ways of
sending any metadata out-of-band between proxies.
    </pre>
  </blockquote>
  <pre wrap=""><!---->
Are the following three requirements correct?

  1) Agents need to communicate metainformation to each other
  2) metainformation is related to some application protocol, but
     agent communication protocol should be application agnostic
     (i.e., should work with many application protocols)
  3) some agents are being load balanced with respect to the
     application protocol in question

If yes, I conclude:

  - some agents will not have IP addresses reachable from other
    agents

And, hence,

  - agent communication without assistance of load balancers
    would be impossible in general

To resolve the conflict, you have two options, I think:

  (a) require load balancers to handle part of the communication
      (this is how HTTP, SSL, and ICAP are load balanced today)

  (b) limit the environment to agents that are IP-reachable
      despite being load-balanced
      (this would exclude some (many?) load balancing environments)

Do you see what I am getting at? In short, if something is behind a
load balancer, that something may not have a routable IP address and,
hence, cannot communicate directly with the world.

Whether you chose (a) or (b), you still need a new protocol or new
protocol profile to support the metainformation exchange.

Alex.


  </pre>
</blockquote>
</body>
</html>

--------------000705000900080208030809--



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From: Alex Rousskov <rousskov@measurement-factory.com>
To: "John G. Waclawsky" <jgw@cisco.com>
cc: ietf-openproxy@imc.org
Subject: Re: An opes services usage question
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On Thu, 18 Mar 2004, John G. Waclawsky wrote:

> I believe the client server affinity problem for metadata is really
> the simpler case of just needing client affinity for the metadata to
> be sent back to a previous proxy stage.

I agree that we need affinity for the metadata to be sent from a
processing node down the application protocol flow (next proxy stage)
back to a processing node up the application protocol flow (previous
proxy stage). I am not sure why you say "simpler case".  Simpler than
what?

> I believe this affinity problem should and can be solved at layer 3
> if the source (client) IP address is available in whatever protocol
> is decided to be used in the transfer of the metadata. I did some
> checking and it seems that most load balancers maintain this IP
> address affinity for you at layer 3.

I am not sure what you mean. The load balancer (L4-7) usually
maintains some kind of connection/address map to match clients and
servers. The load balancer can use that map to support affinity
features for existing connections and for returning clients (in some
cases). However, the L3 mapping is usually not exposed to clients and
may change. That is, a client, in general, does not know the IP
address of a proxy that served its request if that proxy is behind a
load balancer. Note that availability of a proxy IP address in
application protocol headers does not mean that the load balancer will
use that proxy for the next request from the same client and does not
mean that the IP address is reachable. In most cases, visible IP
addresses of balanced proxies are simply an architectural bug (a load
balancer should have stripped them as unreliable/incorrect/private
info, but it did not).

I am sure there are installations where IP address information in the
application protocol headers (e.g. Via header in HTTP) leaked from
behind a load balancer is more or less reliable, at least short term.
Do you want to limit your solution to these environments?

> So a layer 3 solution can be application protocol
> agnostic if we send the metadata in-band back through the load
> balancer.

Yes, _provided_ that load balancer balancing algorithm matches your
affinity needs. For example, if a load balancer uses a simple round
robin on request basis, then you cannot get to the same proxy. Or, of
an HTTP load balancer uses URL-based switching, you may not be able to
get to the same proxy unless you request the same URL.

> My current thinking is that the same layer 3 load
> balancing / affinity information could be leveraged to transfer
> proxy IP address information and resolve the flow participant
> discovery solution for sending metadata out-of-band.

My understanding is that layer 3 load balancing / affinity information
is not generally available. Only load balancer knows it. Can you give
a couple of specific examples that satisfy your needs?

> Driving the solution down to layer 3 allows metadata to be sent
> either in-band (through the load balancer) or out-of-band in those
> situations where proxies have IP reachable addresses. I did some
> more checking and also found that IP reachable addresses are often
> the case because many of the these load balanced environments have
> management LANs associated with them.

I am not sure how existence of a [properly secured and isolated]
management LAN indicated IP-routable addresses. I am sure there are
cases where proxies are globally addressable, of course (which either
indicated poor network setup OR some external requirements that
exposed proxy IPs).

> I agree we need a new protocol to support the metadata exchange (and
> possibly for acknowledgments of metadata). But, if we want the most
> general solution that also allows the sending of metadata
> out-of-band then maybe the new protocol (or some existing protocol
> used or adapted for this situation) could solve the flow participant
> discovery problem too.

IMO, the three requirements (that we agree on) imply that no general
solution is possible without requiring proxies with exposed/routable
IPs (something you seem to require in the above discussion about L3
information) or requiring load balancers that are aware of the new
protocol. Do you agree? Which of the two limitations do you want to
assume?

Alex.

> >Are the following three requirements correct?
> >
> >  1) Agents need to communicate metainformation to each other
> >  2) metainformation is related to some application protocol, but
> >     agent communication protocol should be application agnostic
> >     (i.e., should work with many application protocols)
> >  3) some agents are being load balanced with respect to the
> >     application protocol in question
> >
> >If yes, I conclude:
> >
> >  - some agents will not have IP addresses reachable from other
> >    agents
> >
> >And, hence,
> >
> >  - agent communication without assistance of load balancers
> >    would be impossible in general
> >
> >To resolve the conflict, you have two options, I think:
> >
> >  (a) require load balancers to handle part of the communication
> >      (this is how HTTP, SSL, and ICAP are load balanced today)
> >
> >  (b) limit the environment to agents that are IP-reachable
> >      despite being load-balanced
> >      (this would exclude some (many?) load balancing environments)
> >
> >Do you see what I am getting at? In short, if something is behind a
> >load balancer, that something may not have a routable IP address
> >and, hence, cannot communicate directly with the world.
> >
> >Whether you chose (a) or (b), you still need a new protocol or new
> >protocol profile to support the metainformation exchange.



From ilpvzmqgw@dortmund.netsurf.de  Mon Mar 22 19:24:45 2004
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To: opes-archive@ietf.org
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Date: Thu, 25 Mar 2004 14:37:14 -0700 (MST)
From: Alex Rousskov <rousskov@measurement-factory.com>
To: OPES WG <ietf-openproxy@imc.org>
Subject: Revised ID Needed for draft-ietf-opes-iab-04?
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According to IESG ID tracker, a revised version is needed for
draft-ietf-opes-iab-04. I do not think I have received any information
regarding this decision from the IESG. Could somebody (Chairs?) please
let me know:

	(a) is this the time to start revising the ID?
	(b) is there a list of problems that must be fixed?
	(c) once revised, does the ID go directly to IESG or
	    do we start the process from scratch?

As for (b), the ID Tracker gives access to "IN IESG DISCUSSION" items.
However, some of the IESG people raising questions in those items
later change their position from Discuss to No Objection. Can their
questions be ignored if, for example, it is not clear what they want
or addressing their (now removed?) objections may open new objections?
Will there be a concise/precise list of objections that must be
addressed? Or should we do our best to guess what needs to be changed
and resubmit?

Thank you,

Alex.



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Alex,

it's on my to-do list, and I apologize for the delay in getting this 
started - too many things happened recently...

I'll try to send out a note to the list, which is overdue. But in 
general, yes, it's time to re-work the drafts based on IESG feedback. 
I also don't have much more than what's available in the ID tracker, 
though.

Thanks,
   Markus

Alex Rousskov wrote:
> 
> According to IESG ID tracker, a revised version is needed for
> draft-ietf-opes-iab-04. I do not think I have received any information
> regarding this decision from the IESG. Could somebody (Chairs?) please
> let me know:
> 
> 	(a) is this the time to start revising the ID?
> 	(b) is there a list of problems that must be fixed?
> 	(c) once revised, does the ID go directly to IESG or
> 	    do we start the process from scratch?
> 
> As for (b), the ID Tracker gives access to "IN IESG DISCUSSION" items.
> However, some of the IESG people raising questions in those items
> later change their position from Discuss to No Objection. Can their
> questions be ignored if, for example, it is not clear what they want
> or addressing their (now removed?) objections may open new objections?
> Will there be a concise/precise list of objections that must be
> addressed? Or should we do our best to guess what needs to be changed
> and resubmit?
> 
> Thank you,
> 
> Alex.
> 



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From: "The Purple Streak, Hilarie Orman" <ho@alum.mit.edu>
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Subject: Re: Revised ID Needed for draft-ietf-opes-iab-04?
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The main objection seemed to be the confusing example about
notifications, which seems to have little relevance to OPES protocol
issues.  The example calls for a note to be sent from a child ISP to a
parent company when a user reconfigures his preferences in such a way
as to subvert a policy of the parent company.  OPES is only indirectly
involved, if at all.  Is there a better example?

I'm not sure if the IESG comments about "one-party consent" are an
objection or not.  The architecture is clearly in compliance with
the IAB recommendation, and perhaps that could be stressed more.

The last paragraph of the one-party consent section is a little
confusing.  It calls copying an "adaptation" that cannot be detected.
I think that the issue is more simply described as content privacy.

Hilarie



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Folks,

apology for the delay, here's the long due status report on where we
are with our documents and how to proceed.

Drafts in RFC Editor queue
--------------------------
  - draft-ietf-opes-architecture (Informational)
    Shown as "Holding for normative reference" (our threats draft)

  - draft-ietf-opes-protocol-reqs (Informational)
    Shown as "Holding for normative reference" (our architecture draft)

  - draft-ietf-opes-scenarios (Informational)

  - draft-ietf-opes-threats (Informational)
    Shown as "Holding for normative reference" (our "architecture" and
    "authorization" draft)

It seems nothing needs to be done by the WG on these documents, except
for making sure that we get the "authorization" document into the RFC
Editor Queue in order to resolve the various "Holding for normative
reference" blocks.

Drafts we received IESG Feedback
================================
The following drafts have been reviewed by the IESG and need updates 
in order to address IESG comments:

  - draft-ietf-opes-authorization (Informational)
  - draft-ietf-opes-end-comm (Informational)
  - draft-ietf-opes-iab (Informational)

For information on what issues/concerns/comments we've to address, we 
have to rely on the 'Details' listed at the IETF data tracker at 
https://datatracker.ietf.org/public/pidtracker.cgi. That's all the 
information we have so far. We'll try to get more details where needed.

We'll start separate email threads on each of these documents (I'll 
send out mails when I find some time later today). For the IAB draft, 
let's continue discussion on the thread Alex and Hilarie started.

Drafts awaiting IESG action
============================
  - draft-ietf-opes-ocp-core (Proposed Standard)
  - draft-ietf-opes-http (Proposed Standard)

If I'm not mistaken, there's nothing to do for the WG at the moment.

Open Drafts
===========
  - draft-ietf-opes-rules-p-02

This draft is pending at the moment, since we first wanted to get 
clarification with our AD on how to proceed. Sicne we had a change in 
ADs, we need to followup again. I'll send another note to our AD.

Thanks,
   Markus








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From owner-ietf-openproxy@mail.imc.org  Mon Mar 29 08:47:26 2004
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Folks,

the deadline for our rules language document was October last year. 
This deadline has already been extended a few times. So we need to 
decide on how to move on with this document.

Based on earlier discussions on the mailing list about status and work 
needed, we checked with Ted (our AD) and discussed the following options:

  (1) Produce a minimal draft on "P" now, knowing that it will not
      be sufficient and be obsolete if the group gets re-chartered
      and if it continues to work on "P".
      Pros: We would meet the charter item
      Cons: Wastes time (assuming "P" will be in possible re-charter)

  (2) Extend the current deadline for another 2-4 months.

  (3) Remove this specific work item from our current charter and
      put it up for consideration in a possible re-charter.

After discussions with Ted, we believe that choice (3) is the most 
sensible, as it allows us to actually to do the work we believe needs 
doing, and all this in a realistic time frame. We also won't waste any 
time completing a document that won't meet our needs.

As such, we'll send a request to our AD and to the secretariat to 
remove the OPES rules language from our current charter and include it 
in discussions for a re-charter.

Any strong objections?

Thanks,
   Markus



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From: Alex Rousskov <rousskov@measurement-factory.com>
To: Markus Hofmann <markus@mhof.com>
cc: OPES Group <ietf-openproxy@imc.org>
Subject: Re: Work on Rules Language
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On Mon, 29 Mar 2004, Markus Hofmann wrote:

>   (3) Remove this specific work item from our current charter and
>       put it up for consideration in a possible re-charter.
>
> After discussions with Ted, we believe that choice (3) is the most
> sensible, as it allows us to actually to do the work we believe needs
> doing, and all this in a realistic time frame. We also won't waste any
> time completing a document that won't meet our needs.

I agree and glad we are finally moving forward with this!

Thank you,

Alex.



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Folks,

quick update... Since our request removes a milestone from the current 
charter, this nominally requires IESG approval. We've been working 
with Ted (who is now bringing this to the IESG), so there shouldn't be 
a problem. However, it'll take a little to get this through the process.

For now, we will go forward assuming the change will go through. This 
means that we

  - first, have to address comments from IESG review of our current
    documents,
  - once this is done, we'll continue discussion of possible re-charter
    (including the rules stuff).

Thanks,
   Markus


Markus Hofmann wrote:
> 
> Folks,
> 
> the deadline for our rules language document was October last year. This 
> deadline has already been extended a few times. So we need to decide on 
> how to move on with this document.
> 
> Based on earlier discussions on the mailing list about status and work 
> needed, we checked with Ted (our AD) and discussed the following options:
> 
>  (1) Produce a minimal draft on "P" now, knowing that it will not
>      be sufficient and be obsolete if the group gets re-chartered
>      and if it continues to work on "P".
>      Pros: We would meet the charter item
>      Cons: Wastes time (assuming "P" will be in possible re-charter)
> 
>  (2) Extend the current deadline for another 2-4 months.
> 
>  (3) Remove this specific work item from our current charter and
>      put it up for consideration in a possible re-charter.
> 
> After discussions with Ted, we believe that choice (3) is the most 
> sensible, as it allows us to actually to do the work we believe needs 
> doing, and all this in a realistic time frame. We also won't waste any 
> time completing a document that won't meet our needs.
> 
> As such, we'll send a request to our AD and to the secretariat to remove 
> the OPES rules language from our current charter and include it in 
> discussions for a re-charter.
> 
> Any strong objections?
> 
> Thanks,
>   Markus
> 



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Folks,

as pointed out earlier, the IETF ID tracker shows that a revised
version of our IAB considerations document is needed. I don't have any
more information that what the IETF tracker at

   http://datatracker.ietf.org/

shows, so let's work from there.

[Ted - if you've any more information and/or advice on what exactly
we're expected to do, please let us know! Thanks.]

 From looking at the comments in the ID tracker, and as summarized by
Hilarie, it seems we need to address the following issues:

- We need to re-work the notification example given in Section 5.1,
   the comment we received is certainly valid and I'd suggest to use
   a different example. What about using an example in which the
   content provider receives notification that her content was rejected
   by an OPES virus scanning service? This would give the content
   provider the opportunity to verify its content, and if there's an
   error with the virus scanner, to inform the OPES service provider.
   This example also seems to be close to the one used in the original
   IAB document.

- Clarification is need on our Section 7 (URI adaption vs. URI
   resolution).

- Section 3 needs some clarification. I don't believe that there's a
   fundamental problem here, re-wording might do it.

- The security considerations section was considered "inadequate" by
   a reviewer and it was asked to add "pointers to sections that
   discuss [...] integrity and confidentiality". Can we do that?

Please also see Hilarie's comments (cited below).

Alex, Abbie - can you start working on an updated version that will 
address these issues and share it with the group? When do you think 
we'd be able to have such updated version?

Ted - please let us know if there's anything that would help us in 
making sure the updated version will pass IESG.

Thanks,
   Markus


The Purple Streak, Hilarie Orman wrote:

> The main objection seemed to be the confusing example about 
> notifications, which seems to have little relevance to OPES
> protocol issues.  The example calls for a note to be sent from a
> child ISP to a parent company when a user reconfigures his
> preferences in such a way as to subvert a policy of the parent
> company.  OPES is only indirectly involved, if at all.  Is there a
> better example?
> 
> I'm not sure if the IESG comments about "one-party consent" are an 
> objection or not.  The architecture is clearly in compliance with 
> the IAB recommendation, and perhaps that could be stressed more.
> 
> The last paragraph of the one-party consent section is a little 
> confusing.  It calls copying an "adaptation" that cannot be
> detected. I think that the issue is more simply described as
> content privacy.
> 
> Hilarie
> 



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Folks,

we also need to revise our draft draft-ietf-opes-authorization-02. All 
the information we've so far is in the ID tracker, which says

  - No security consideration section
  - All-caps MUST, SHOULD, etc. used but not defined
  - Lots of lower case musts that may need to be upper case;
    please review.
  - Look for note from Allison descibing additional
    concerns.

While were waiting for the notes from Allison, we ca ncertainly 
already get started to address the first three conerns.

Abbie - as the master editor, can you please take a lead and work with 
the other document authors to address these issues? Thanks!

Thanks,
   Markus



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Markus,

	I will start working on these issues and will post suggested
changes. I hope I can fix all of them except I am not quite sure about
the "inadequate security considerations section" comment. I can
address the latter by providing a list of Security Sections in the
other drafts, but doing so seems silly/redundant.

	The example you suggest may not be appropriate because
pro-actively notifying 3rd parties of viruses and such is becoming less
and less popular idea (there were some IETF drafts about that IIRC).

Thank you,

Alex.

P.S. I did not receive Hilarie's and another message for some reason.
     Found both in the list archive. Others may want to check that
     they did not miss any recent posts.



On Tue, 30 Mar 2004, Markus Hofmann wrote:

>
> Folks,
>
> as pointed out earlier, the IETF ID tracker shows that a revised
> version of our IAB considerations document is needed. I don't have any
> more information that what the IETF tracker at
>
>    http://datatracker.ietf.org/
>
> shows, so let's work from there.
>
> [Ted - if you've any more information and/or advice on what exactly
> we're expected to do, please let us know! Thanks.]
>
>  From looking at the comments in the ID tracker, and as summarized by
> Hilarie, it seems we need to address the following issues:
>
> - We need to re-work the notification example given in Section 5.1,
>    the comment we received is certainly valid and I'd suggest to use
>    a different example. What about using an example in which the
>    content provider receives notification that her content was rejected
>    by an OPES virus scanning service? This would give the content
>    provider the opportunity to verify its content, and if there's an
>    error with the virus scanner, to inform the OPES service provider.
>    This example also seems to be close to the one used in the original
>    IAB document.
>
> - Clarification is need on our Section 7 (URI adaption vs. URI
>    resolution).
>
> - Section 3 needs some clarification. I don't believe that there's a
>    fundamental problem here, re-wording might do it.
>
> - The security considerations section was considered "inadequate" by
>    a reviewer and it was asked to add "pointers to sections that
>    discuss [...] integrity and confidentiality". Can we do that?
>
> Please also see Hilarie's comments (cited below).
>
> Alex, Abbie - can you start working on an updated version that will
> address these issues and share it with the group? When do you think
> we'd be able to have such updated version?
>
> Ted - please let us know if there's anything that would help us in
> making sure the updated version will pass IESG.
>
> Thanks,
>    Markus
>
>
> The Purple Streak, Hilarie Orman wrote:
>
> > The main objection seemed to be the confusing example about
> > notifications, which seems to have little relevance to OPES
> > protocol issues.  The example calls for a note to be sent from a
> > child ISP to a parent company when a user reconfigures his
> > preferences in such a way as to subvert a policy of the parent
> > company.  OPES is only indirectly involved, if at all.  Is there a
> > better example?
> >
> > I'm not sure if the IESG comments about "one-party consent" are an
> > objection or not.  The architecture is clearly in compliance with
> > the IAB recommendation, and perhaps that could be stressed more.
> >
> > The last paragraph of the one-party consent section is a little
> > confusing.  It calls copying an "adaptation" that cannot be
> > detected. I think that the issue is more simply described as
> > content privacy.
> >
> > Hilarie
> >
>
>



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Alex,

> 	I will start working on these issues and will post suggested
> changes.

Excellent, thanks!!

 > I hope I can fix all of them except I am not quite sure about
> the "inadequate security considerations section" comment. I can
> address the latter by providing a list of Security Sections in the
> other drafts, but doing so seems silly/redundant.

My feeling is that this might be sufficient, since I believe the 
security considerations are already address elsewhere, we just need to 
point it out. If we can address the comment and thereby pass IESG 
review, we should do so.

> 	The example you suggest may not be appropriate because
> pro-actively notifying 3rd parties of viruses and such is becoming less
> and less popular idea (there were some IETF drafts about that IIRC).

You're right, I remember previous comments along those lines. Any 
other suggestions, anyone?

-Markus



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Folks,

Allison just gave the OK to move forward with the document, so we just 
need to add a reference to RFC 2119 and address the "must" vs. "MUST" 
issue.

Once this is done, we'll notifiy Ted and he'll take it from there.

Abbie - can you take care of this? If not, please let us know so that 
someone else does it.

Thanks,
   Markus


Markus Hofmann wrote:

> 
> Folks,
> 
> we also need to revise our draft draft-ietf-opes-authorization-02. All 
> the information we've so far is in the ID tracker, which says
> 
>  - No security consideration section
>  - All-caps MUST, SHOULD, etc. used but not defined
>  - Lots of lower case musts that may need to be upper case;
>    please review.
>  - Look for note from Allison descibing additional
>    concerns.
> 
> While were waiting for the notes from Allison, we ca ncertainly already 
> get started to address the first three conerns.
> 
> Abbie - as the master editor, can you please take a lead and work with 
> the other document authors to address these issues? Thanks!
> 
> Thanks,
>   Markus
> 



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Folks,

here's the third of our pending drafts. We also deed to revise our 
tracing draft draft-ietf-opes-end-comm-06.txt. Please see ID tracker 
at https://datatracker.ietf.org for details. In summary, it looks like 
the following issues needs to be addressed:

  - The design choice in Section 4 needs to be explained/motivated
    better, i.e. why is a bypass request ignored rather than an error
    message returned when there's no non-opes version.

    Our text explains that it might be impossible for a specific OPES
    intermediary to determine whether a non-opes version is available
    or not. In this case, it makes sense to *not* send an error
    message and ignore the request.

    But if the intermediary can determine that no non-opes version is
    available, there might be scenarios where an error message might
    be preferred over ignoring the bypass.

  - Section 8.2 discusses a threat introduced by using OPES for
    wiretap, but according to RFC 2804, the "IETF has decided not to
    consider requirements for wiretapping as part of the process for
    creating and maintaining IETF standards."

    Seems like removing this specific threat scenario from Section 8.2
    will address this specific comment.

  -  The Security and Authorization requirements should be made
     normative.

Abbie - if you need someone to help with these or need some 
discussion, please let us know. Otherwise, let's get the changes in 
and re-submit.

Thanks,
   Markus



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To: Markus Hofmann <markus@mhof.com>, OPES Group <ietf-openproxy@imc.org>
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will do

abbie

> -----Original Message-----
> From: Markus Hofmann [mailto:markus@mhof.com] 
> Sent: Tuesday, March 30, 2004 3:46 PM
> To: OPES Group
> Subject: Re: Revides ID needed for draft-ietf-opes-authorization-02
> 
> 
> 
> Folks,
> 
> Allison just gave the OK to move forward with the document, 
> so we just 
> need to add a reference to RFC 2119 and address the "must" vs. "MUST" 
> issue.
> 
> Once this is done, we'll notifiy Ted and he'll take it from there.
> 
> Abbie - can you take care of this? If not, please let us know so that 
> someone else does it.
> 
> Thanks,
>    Markus
> 
> 
> Markus Hofmann wrote:
> 
> > 
> > Folks,
> > 
> > we also need to revise our draft 
> draft-ietf-opes-authorization-02. All
> > the information we've so far is in the ID tracker, which says
> > 
> >  - No security consideration section
> >  - All-caps MUST, SHOULD, etc. used but not defined
> >  - Lots of lower case musts that may need to be upper case;
> >    please review.
> >  - Look for note from Allison descibing additional
> >    concerns.
> > 
> > While were waiting for the notes from Allison, we ca ncertainly 
> > already
> > get started to address the first three conerns.
> > 
> > Abbie - as the master editor, can you please take a lead 
> and work with
> > the other document authors to address these issues? Thanks!
> > 
> > Thanks,
> >   Markus
> > 
> 
> 

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<P><FONT SIZE=2>will do</FONT>
</P>

<P><FONT SIZE=2>abbie</FONT>
</P>

<P><FONT SIZE=2>&gt; -----Original Message-----</FONT>
<BR><FONT SIZE=2>&gt; From: Markus Hofmann [<A HREF="mailto:markus@mhof.com">mailto:markus@mhof.com</A>] </FONT>
<BR><FONT SIZE=2>&gt; Sent: Tuesday, March 30, 2004 3:46 PM</FONT>
<BR><FONT SIZE=2>&gt; To: OPES Group</FONT>
<BR><FONT SIZE=2>&gt; Subject: Re: Revides ID needed for draft-ietf-opes-authorization-02</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; Folks,</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; Allison just gave the OK to move forward with the document, </FONT>
<BR><FONT SIZE=2>&gt; so we just </FONT>
<BR><FONT SIZE=2>&gt; need to add a reference to RFC 2119 and address the &quot;must&quot; vs. &quot;MUST&quot; </FONT>
<BR><FONT SIZE=2>&gt; issue.</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; Once this is done, we'll notifiy Ted and he'll take it from there.</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; Abbie - can you take care of this? If not, please let us know so that </FONT>
<BR><FONT SIZE=2>&gt; someone else does it.</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; Thanks,</FONT>
<BR><FONT SIZE=2>&gt;&nbsp;&nbsp;&nbsp; Markus</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; Markus Hofmann wrote:</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; &gt; </FONT>
<BR><FONT SIZE=2>&gt; &gt; Folks,</FONT>
<BR><FONT SIZE=2>&gt; &gt; </FONT>
<BR><FONT SIZE=2>&gt; &gt; we also need to revise our draft </FONT>
<BR><FONT SIZE=2>&gt; draft-ietf-opes-authorization-02. All</FONT>
<BR><FONT SIZE=2>&gt; &gt; the information we've so far is in the ID tracker, which says</FONT>
<BR><FONT SIZE=2>&gt; &gt; </FONT>
<BR><FONT SIZE=2>&gt; &gt;&nbsp; - No security consideration section</FONT>
<BR><FONT SIZE=2>&gt; &gt;&nbsp; - All-caps MUST, SHOULD, etc. used but not defined</FONT>
<BR><FONT SIZE=2>&gt; &gt;&nbsp; - Lots of lower case musts that may need to be upper case;</FONT>
<BR><FONT SIZE=2>&gt; &gt;&nbsp;&nbsp;&nbsp; please review.</FONT>
<BR><FONT SIZE=2>&gt; &gt;&nbsp; - Look for note from Allison descibing additional</FONT>
<BR><FONT SIZE=2>&gt; &gt;&nbsp;&nbsp;&nbsp; concerns.</FONT>
<BR><FONT SIZE=2>&gt; &gt; </FONT>
<BR><FONT SIZE=2>&gt; &gt; While were waiting for the notes from Allison, we ca ncertainly </FONT>
<BR><FONT SIZE=2>&gt; &gt; already</FONT>
<BR><FONT SIZE=2>&gt; &gt; get started to address the first three conerns.</FONT>
<BR><FONT SIZE=2>&gt; &gt; </FONT>
<BR><FONT SIZE=2>&gt; &gt; Abbie - as the master editor, can you please take a lead </FONT>
<BR><FONT SIZE=2>&gt; and work with</FONT>
<BR><FONT SIZE=2>&gt; &gt; the other document authors to address these issues? Thanks!</FONT>
<BR><FONT SIZE=2>&gt; &gt; </FONT>
<BR><FONT SIZE=2>&gt; &gt; Thanks,</FONT>
<BR><FONT SIZE=2>&gt; &gt;&nbsp;&nbsp; Markus</FONT>
<BR><FONT SIZE=2>&gt; &gt; </FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; </FONT>
</P>

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From owner-ietf-openproxy@mail.imc.org  Tue Mar 30 17:56:49 2004
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Date: Tue, 30 Mar 2004 15:38:38 -0700 (MST)
From: Alex Rousskov <rousskov@measurement-factory.com>
To: Markus Hofmann <markus@mhof.com>
cc: OPES Group <ietf-openproxy@imc.org>
Subject: Re: Revised ID needed for draft-ietf-opes-end-comm-06.txt
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On Tue, 30 Mar 2004, Markus Hofmann wrote:

>   - Section 8.2 discusses a threat introduced by using OPES for
>     wiretap, but according to RFC 2804, the "IETF has decided not to
>     consider requirements for wiretapping as part of the process for
>     creating and maintaining IETF standards."
>
>     Seems like removing this specific threat scenario from Section 8.2
>     will address this specific comment.

FWIW, I believe this comment should be addressed differently, by
adding the following text (or its polished version):

  Following an IETF policy on Wiretapping [RFC2804], OPES
  communication model does not consider wiretapping requirements.
  Nevertheless, the documented threat is real, not obvious, and
  OPES technology users operating in wiretapping or similar
  logging environments should be aware of it.

Thank you,

Alex.



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From: Markus Hofmann <markus@mhof.com>
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Alex Rousskov wrote:

> FWIW, I believe this comment should be addressed differently, by
> adding the following text (or its polished version):
> 
>   Following an IETF policy on Wiretapping [RFC2804], OPES
>   communication model does not consider wiretapping requirements.
>   Nevertheless, the documented threat is real, not obvious, and
>   OPES technology users operating in wiretapping or similar
>   logging environments should be aware of it.

I wouldn't have a problem with phrasing it that way. I actually like 
the idea of keeping it documented somewhere.

-Markus



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will do

abbie


> -----Original Message-----
> From: Markus Hofmann [mailto:markus@mhof.com] 
> Sent: Tuesday, March 30, 2004 2:41 PM
> To: OPES Group
> Subject: Revides ID needed for draft-ietf-opes-authorization-02
> 
> 
> 
> Folks,
> 
> we also need to revise our draft 
> draft-ietf-opes-authorization-02. All 
> the information we've so far is in the ID tracker, which says
> 
>   - No security consideration section
>   - All-caps MUST, SHOULD, etc. used but not defined
>   - Lots of lower case musts that may need to be upper case;
>     please review.
>   - Look for note from Allison descibing additional
>     concerns.
> 
> While were waiting for the notes from Allison, we ca ncertainly 
> already get started to address the first three conerns.
> 
> Abbie - as the master editor, can you please take a lead and 
> work with 
> the other document authors to address these issues? Thanks!
> 
> Thanks,
>    Markus
> 
> 

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<P><FONT SIZE=2>will do</FONT>
</P>

<P><FONT SIZE=2>abbie</FONT>
</P>
<BR>

<P><FONT SIZE=2>&gt; -----Original Message-----</FONT>
<BR><FONT SIZE=2>&gt; From: Markus Hofmann [<A HREF="mailto:markus@mhof.com">mailto:markus@mhof.com</A>] </FONT>
<BR><FONT SIZE=2>&gt; Sent: Tuesday, March 30, 2004 2:41 PM</FONT>
<BR><FONT SIZE=2>&gt; To: OPES Group</FONT>
<BR><FONT SIZE=2>&gt; Subject: Revides ID needed for draft-ietf-opes-authorization-02</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; Folks,</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; we also need to revise our draft </FONT>
<BR><FONT SIZE=2>&gt; draft-ietf-opes-authorization-02. All </FONT>
<BR><FONT SIZE=2>&gt; the information we've so far is in the ID tracker, which says</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt;&nbsp;&nbsp; - No security consideration section</FONT>
<BR><FONT SIZE=2>&gt;&nbsp;&nbsp; - All-caps MUST, SHOULD, etc. used but not defined</FONT>
<BR><FONT SIZE=2>&gt;&nbsp;&nbsp; - Lots of lower case musts that may need to be upper case;</FONT>
<BR><FONT SIZE=2>&gt;&nbsp;&nbsp;&nbsp;&nbsp; please review.</FONT>
<BR><FONT SIZE=2>&gt;&nbsp;&nbsp; - Look for note from Allison descibing additional</FONT>
<BR><FONT SIZE=2>&gt;&nbsp;&nbsp;&nbsp;&nbsp; concerns.</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; While were waiting for the notes from Allison, we ca ncertainly </FONT>
<BR><FONT SIZE=2>&gt; already get started to address the first three conerns.</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; Abbie - as the master editor, can you please take a lead and </FONT>
<BR><FONT SIZE=2>&gt; work with </FONT>
<BR><FONT SIZE=2>&gt; the other document authors to address these issues? Thanks!</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; Thanks,</FONT>
<BR><FONT SIZE=2>&gt;&nbsp;&nbsp;&nbsp; Markus</FONT>
<BR><FONT SIZE=2>&gt; </FONT>
<BR><FONT SIZE=2>&gt; </FONT>
</P>

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Date: Wed, 31 Mar 2004 09:28:39 -0700 (MST)
From: Alex Rousskov <rousskov@measurement-factory.com>
To: Markus Hofmann <markus@mhof.com>
cc: ietf-openproxy@imc.org, Ted Hardie <hardie@qualcomm.com>
Subject: Re: Revised ID Needed for draft-ietf-opes-iab-04?
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On Tue, 30 Mar 2004, Markus Hofmann wrote:

> - We need to re-work the notification example given in Section 5.1,
>   the comment we received is certainly valid and I'd suggest to use
>   a different example.

I suggest the following two examples as a replacement.

   The above concerns call for making notification optional. The OPES
   architecture allows for an efficient and meaningful notification
   protocol to be implemented in certain OPES environments.  For
   example, an OPES callout server attached to a gateway or firewall may
   scan outgoing traffic for signs of worm or virus activity and notify
   a local Intrusion Detection System (IDS) of potentially compromised
   hosts inside the network. Such notifications may use OPES tracing
   information to pinpoint the infected host (which could be another
   OPES entity). In this example, notifications are essentially sent
   back to the content producer (the local network) and use OPES tracing
   to supply details.

   Another environment where efficient and meaningful notification using
   OPES tracing is possible are Content Delivery Networks (CDNs).  A CDN
   node may use multiple content adaptation services to customize
   generic content supplied by the content producer (a web site). For
   example, the node may insert advertisements for client-local events
   or services.  The node itself may not understand specifics of the ad
   insertion algorithm implemented in OPES callout servers.  However, it
   may use OPES trace to notify content producer about the number of
   certain advertisements inserted (i.e., the number of "impressions"
   delivered to the customer) or even the number of ad "clicks" the
   customer made (e.g., if the node hosts content linked from the ads).
   Note that OPES services may not have enough information to contact
   the content producer directly in this case.

I have already updated the latest draft snapshot at
http://www.measurement-factory.com/tmp/opes/ with the above examples
(so that folks can review them in contex), but would be happy to
incorporate whatever example(s) the group decides on, of course.

Thanks,

Alex.



From owner-ietf-openproxy@mail.imc.org  Wed Mar 31 16:48:44 2004
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Alex,

both examples look good to me. Minor comment inline.

>    The above concerns call for making notification optional. The OPES
>    architecture allows for an efficient and meaningful notification
>    protocol to be implemented in certain OPES environments.  For
>    example, an OPES callout server attached to a gateway or firewall may
>    scan outgoing traffic for signs of worm or virus activity and notify
>    a local Intrusion Detection System (IDS) of potentially compromised
>    hosts inside the network. Such notifications may use OPES tracing
>    information to pinpoint the infected host (which could be another
>    OPES entity). 

Although I believe to understand the intent of using the term "host" 
here, I'm wondering wether it might be easier to understand if we talk 
about a "server" in this example. I had to read the example twice to 
understand that the "host" you're talking about is a content source 
rather than the content consumer. But it might just be me :)



>    Another environment where efficient and meaningful notification using
>    OPES tracing is possible are Content Delivery Networks (CDNs).  A CDN
>    node may use multiple content adaptation services to customize
>    generic content supplied by the content producer (a web site). For
>    example, the node may insert advertisements for client-local events
>    or services.  The node itself may not understand specifics of the ad
>    insertion algorithm implemented in OPES callout servers.  However, it
>    may use OPES trace to notify content producer about the number of
>    certain advertisements inserted (i.e., the number of "impressions"
>    delivered to the customer) or even the number of ad "clicks" the
>    customer made (e.g., if the node hosts content linked from the ads).
>    Note that OPES services may not have enough information to contact
>    the content producer directly in this case.

The last sentecne could be explained a little more (e.g. what 
information might be missing etc.).

Thanks,
   Markus



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From: Alex Rousskov <rousskov@measurement-factory.com>
To: Markus Hofmann <markus@mhof.com>
cc: ietf-openproxy@imc.org
Subject: Re: Revised ID Needed for draft-ietf-opes-iab-04?
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On Wed, 31 Mar 2004, Markus Hofmann wrote:

> >    an OPES callout server attached to a gateway or firewall may
> >    scan outgoing traffic for signs of worm or virus activity and notify
> >    a local Intrusion Detection System (IDS) of potentially compromised
> >    hosts inside the network. Such notifications may use OPES tracing
> >    information to pinpoint the infected host (which could be another
> >    OPES entity).
>
> Although I believe to understand the intent of using the term "host"
> here, I'm wondering wether it might be easier to understand if we talk
> about a "server" in this example. I had to read the example twice to
> understand that the "host" you're talking about is a content source
> rather than the content consumer. But it might just be me :)

Hmm... I meant the host inside a network. It could be a user PC, a web
server, or some other kind of a server/agent. In case of a user PC,
the PC is the content producer where content is whatever that infected
PC is sending outside of the network (malformed GET requests, port
probes, etc.). In case of a web server, the server is the content
producer where content is a web page with scripting bugs or other bad
things inside. In either case, the host is infected and is the content
producer.

Is that how you interpreted it? The "host" to "server" change would
eliminate an important case of an infected client PC. Any other
suggestions on how to polish the above?

> >    Note that OPES services may not have enough information to contact
> >    the content producer directly in this case.
>
> The last sentecne could be explained a little more (e.g. what
> information might be missing etc.).

Will do.

Alex.



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Alex Rousskov wrote:
> On Wed, 31 Mar 2004, Markus Hofmann wrote:
> 
> 
>>>   an OPES callout server attached to a gateway or firewall may
>>>   scan outgoing traffic for signs of worm or virus activity and notify
>>>   a local Intrusion Detection System (IDS) of potentially compromised
>>>   hosts inside the network. Such notifications may use OPES tracing
>>>   information to pinpoint the infected host (which could be another
>>>   OPES entity).
>>
>>Although I believe to understand the intent of using the term "host"
>>here, I'm wondering wether it might be easier to understand if we talk
>>about a "server" in this example. I had to read the example twice to
>>understand that the "host" you're talking about is a content source
>>rather than the content consumer. But it might just be me :)
> 
> 
> Hmm... I meant the host inside a network. It could be a user PC, a web
> server, or some other kind of a server/agent. In case of a user PC,
> the PC is the content producer where content is whatever that infected
> PC is sending outside of the network (malformed GET requests, port
> probes, etc.). In case of a web server, the server is the content
> producer where content is a web page with scripting bugs or other bad
> things inside. In either case, the host is infected and is the content
> producer.
 >
> Is that how you interpreted it? The "host" to "server" change would
> eliminate an important case of an infected client PC. Any other
> suggestions on how to polish the above?

Yup, that's the way I interpreted it. And, yes, the "host" to "server" 
change would eliminate the case of an infected client PC. However, 
since this is just an example for illustration, I felt that simplicity 
is more important than completness. But that's minor suggestion, I 
don't have a problem with the current phrasing.

-Markus



