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DESIGN: Describe principles of in-band control.
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These principles are drawn from an email I sent to the openflow-spec list
long ago.

Signed-off-by: Ben Pfaff <[email protected]>
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blp committed Apr 23, 2012
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Expand Up @@ -232,22 +232,151 @@ vSwitch doesn't process jumbograms.
In-Band Control
===============

In-band control allows a single network to be used for OpenFlow traffic and
other data traffic. See ovs-vswitchd.conf.db(5) for a description of
configuring in-band control.

This comment is an attempt to describe how in-band control works at a
wire- and implementation-level. Correctly implementing in-band
control has proven difficult due to its many subtleties, and has thus
gone through many iterations. Please read through and understand the
reasoning behind the chosen rules before making modifications.

In Open vSwitch, in-band control is implemented as "hidden" flows (in that
they are not visible through OpenFlow) and at a higher priority than
wildcarded flows can be set up by through OpenFlow. This is done so that
the OpenFlow controller cannot interfere with them and possibly break
connectivity with its switches. It is possible to see all flows, including
in-band ones, with the ovs-appctl "bridge/dump-flows" command.
Motivation
----------

An OpenFlow switch must establish and maintain a TCP network
connection to its controller. There are two basic ways to categorize
the network that this connection traverses: either it is completely
separate from the one that the switch is otherwise controlling, or its
path may overlap the network that the switch controls. We call the
former case "out-of-band control", the latter case "in-band control".

Out-of-band control has the following benefits:

- Simplicity: Out-of-band control slightly simplifies the switch
implementation.

- Reliability: Excessive switch traffic volume cannot interfere
with control traffic.

- Integrity: Machines not on the control network cannot
impersonate a switch or a controller.

- Confidentiality: Machines not on the control network cannot
snoop on control traffic.

In-band control, on the other hand, has the following advantages:

- No dedicated port: There is no need to dedicate a physical
switch port to control, which is important on switches that have
few ports (e.g. wireless routers, low-end embedded platforms).

- No dedicated network: There is no need to build and maintain a
separate control network. This is important in many
environments because it reduces proliferation of switches and
wiring.

Open vSwitch supports both out-of-band and in-band control. This
section describes the principles behind in-band control. See the
description of the Controller table in ovs-vswitchd.conf.db(5) to
configure OVS for in-band control.

Principles
----------

The fundamental principle of in-band control is that an OpenFlow
switch must recognize and switch control traffic without involving the
OpenFlow controller. All the details of implementing in-band control
are special cases of this principle.

The rationale for this principle is simple. If the switch does not
handle in-band control traffic itself, then it will be caught in a
contradiction: it must contact the controller, but it cannot, because
only the controller can set up the flows that are needed to contact
the controller.

The following points describe important special cases of this
principle.

- In-band control must be implemented regardless of whether the
switch is connected.

It is tempting to implement the in-band control rules only when
the switch is not connected to the controller, using the
reasoning that the controller should have complete control once
it has established a connection with the switch.

This does not work in practice. Consider the case where the
switch is connected to the controller. Occasionally it can
happen that the controller forgets or otherwise needs to obtain
the MAC address of the switch. To do so, the controller sends a
broadcast ARP request. A switch that implements the in-band
control rules only when it is disconnected will then send an
OFPT_PACKET_IN message up to the controller. The controller will
be unable to respond, because it does not know the MAC address of
the switch. This is a deadlock situation that can only be
resolved by the switch noticing that its connection to the
controller has hung and reconnecting.

- In-band control must override flows set up by the controller.

It is reasonable to assume that flows set up by the OpenFlow
controller should take precedence over in-band control, on the
basis that the controller should be in charge of the switch.

Again, this does not work in practice. Reasonable controller
implementations may set up a "last resort" fallback rule that
wildcards every field and, e.g., sends it up to the controller or
discards it. If a controller does that, then it will isolate
itself from the switch.

- The switch must recognize all control traffic.

The fundamental principle of in-band control states, in part,
that a switch must recognize control traffic without involving
the OpenFlow controller. More specifically, the switch must
recognize *all* control traffic. "False negatives", that is,
packets that constitute control traffic but that the switch does
not recognize as control traffic, lead to control traffic storms.

Consider an OpenFlow switch that only recognizes control packets
sent to or from that switch. Now suppose that two switches of
this type, named A and B, are connected to ports on an Ethernet
hub (not a switch) and that an OpenFlow controller is connected
to a third hub port. In this setup, control traffic sent by
switch A will be seen by switch B, which will send it to the
controller as part of an OFPT_PACKET_IN message. Switch A will
then see the OFPT_PACKET_IN message's packet, re-encapsulate it
in another OFPT_PACKET_IN, and send it to the controller. Switch
B will then see that OFPT_PACKET_IN, and so on in an infinite
loop.

Incidentally, the consequences of "false positives", where
packets that are not control traffic are nevertheless recognized
as control traffic, are much less severe. The controller will
not be able to control their behavior, but the network will
remain in working order. False positives do constitute a
security problem.

- The switch should use echo-requests to detect disconnection.

TCP will notice that a connection has hung, but this can take a
considerable amount of time. For example, with default settings
the Linux kernel TCP implementation will retransmit for between
13 and 30 minutes, depending on the connection's retransmission
timeout, according to kernel documentation. This is far too long
for a switch to be disconnected, so an OpenFlow switch should
implement its own connection timeout. OpenFlow OFPT_ECHO_REQUEST
messages are the best way to do this, since they test the
OpenFlow connection itself.

Implementation
--------------

This section describes how Open vSwitch implements in-band control.
Correctly implementing in-band control has proven difficult due to its
many subtleties, and has thus gone through many iterations. Please
read through and understand the reasoning behind the chosen rules
before making modifications.

Open vSwitch implements in-band control as "hidden" flows, that is,
flows that are not visible through OpenFlow, and at a higher priority
than wildcarded flows can be set up through OpenFlow. This is done so
that the OpenFlow controller cannot interfere with them and possibly
break connectivity with its switches. It is possible to see all
flows, including in-band ones, with the ovs-appctl "bridge/dump-flows"
command.

The Open vSwitch implementation of in-band control can hide traffic to
arbitrary "remotes", where each remote is one TCP port on one IP address.
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