Welcome!

Microsoft Cloud Authors: Liz McMillan, David H Deans, Automic Blog, Pat Romanski, Janakiram MSV

Related Topics: SDN Journal, Java IoT, Microsoft Cloud, Containers Expo Blog, @CloudExpo, @BigDataExpo

SDN Journal: Blog Feed Post

Scaling Stateful Network Devices

One of the premises of SDN and cloud scalability is that it's easy to simply replicate services

One of the premises of SDN and cloud scalability is that it's easy to simply replicate services - whether they be application or network focused - and distribute traffic across them to scale infinitely.

In theory, this is absolutely the case. In theory, one can continue to add capacity to any layer of the data center and simply distribute requests across the layer to scale out as necessary.

Where reality puts a big old roadblock in the way is when services are stateful. This is the case with many applications - much to the chagrin of cloud and REST purists, by the way - and it is also true with a significant number of network devices. Unfortunately, it is often these devices that proponents of network virtualization target without offering a clear path to addressing the challenges inherent in scaling stateful network devices.

SDN's claims to supporting load balancing, at least at layer 4, are almost certainly based on traditional, dumb layer 4 load balancing. We use the term "dumb" to simply mean that it doesn't care about the payload or the application or anything else other than its destination port and service and does not participate in the flow. In most layer 4 load balancing scenarios for which this is the case, the only time the load balancer examines the traffic is when processing a new connection. The load balancer may buffer enough packets to determine some basic networking details - source and destination IP and TCP ports - and then it establishes a connection between the client and the server. From this point on, generally speaking, the load balancer assumes the role of a simple forwarder. Subsequent packets with the same pattern are simply forwarded on to the destination.

If you think about it, this is so close to the behavior described by an SDN-enabled network as to be virtually the same. In an SDN-enabled network, a new flow (session if you will, in the load balancing vernacular) would be directed to the SDN controller for processing. The SDN controller would determine its destination and inform the appropriate network components of that decision. Subsequent packets with the same pattern would be forwarded on to the destination according to the information in the FIB (Forwarding Information Base). As the load balancing service was scaled out, inevitably packets would be distributed to components lacking an entry in the FIB. Said components would query the controller, which would simply return the appropriate entry to the device.

In such a way, simple layer 4 load balancing can be achieved via SDN*.

However, the behavior of the layer 4 load balancing service described is stateless. It does not actively manage the flow. Aside from the initial inspection and routing decision, the load balancing service is actually just a bump in the wire, forwarding packets much in the same manner as any other switch in the network.

But what happens when the load balancing service is actively participating in the flow, i.e. it is stateful.

Scaling Stateful Devices

Stateful devices are those that actively manage a flow. That is, they may inspect, manipulate, or otherwise interact with flows in real-time. These devices are often used for security - both ingress and egress - as well as acceleration and optimization of application exchanges. They are also use for content transformation purposes, such as XML or SOA gateways, API management, and other application-focused scenarios. The most common use of stateful devices is persistent load balancing, aka sticky sessions, aka server affinity. Persistent load balancing requires the load balancing service (or device) maintain a mapping of user to application instance (or server, in traditional, non-virtualized environments). This mapping is unique to the device, and without it a wide variety of applications break when scaled - VDI being the most recent example of an application relying on persistence of sessions .

In all these cases, however, one thing is true: the device providing the service is an active participant. The device maintains service-specific information regarding a variety of variables including the user, the device, the traffic, the application, the data. The entire context of the session is often maintained by one or more devices along the traffic chain.

What that means is that, like stateful, shared-nothing applications, it matters to which device a specific request is directed. While certainly the same model used at layer 4 and below in which a central controller (or really bank of controllers) maintains this information and doles it on on-demand, the result is that depending on the distribution algorithm used, every stateful device would end up with the same flows installed. In the interim, the network is frantically applying optimization and acceleration policies to traffic that may be offset by the latency introduced by the need to query the controller for session state information, resulting in a net loss of performance experienced by the end-user.

And we're not even considering the impact of secured traffic on such a model, where any device needing to make decisions on such traffic must have access to the certificates and keys used to encrypt the traffic in order to decrypt, examine, and usually re-encrypt the traffic. Stateful network devices - application delivery controllers, intrusion prevention and detection systems, secure gateways, etc... - are often required to manage secured content, which means distributing and managing certificates and keys across what may be an ever-expanding set of network devices.

The reality is that stateful network devices are a necessary and integral component of not just networks but applications today. While modern network architectures like SDN bring much needed improvements to provisioning and management of large scale networks, their scaling models are based on the premise of stateless, relatively simple devices not actively participating in flows. For those devices that rely upon deep participation in the flow, this model introduces a variety of challenges that may not find a solution that fits well with SDN without compromising on performance outside new protocols capable of carrying that state persistently throughout the lifetime of a session.

* This does not address the issue of resources required to maintain said forwarding tables in a given device, which given current capacity of commoditized switches supported for such a role seems unlikely to be realistically achieved.

Read the original blog entry...

More Stories By Lori MacVittie

Lori MacVittie is responsible for education and evangelism of application services available across F5’s entire product suite. Her role includes authorship of technical materials and participation in a number of community-based forums and industry standards organizations, among other efforts. MacVittie has extensive programming experience as an application architect, as well as network and systems development and administration expertise. Prior to joining F5, MacVittie was an award-winning Senior Technology Editor at Network Computing Magazine, where she conducted product research and evaluation focused on integration with application and network architectures, and authored articles on a variety of topics aimed at IT professionals. Her most recent area of focus included SOA-related products and architectures. She holds a B.S. in Information and Computing Science from the University of Wisconsin at Green Bay, and an M.S. in Computer Science from Nova Southeastern University.

@ThingsExpo Stories
SYS-CON Events announced today that SoftLayer, an IBM Company, has been named “Gold Sponsor” of SYS-CON's 18th Cloud Expo, which will take place on June 7-9, 2016, at the Javits Center in New York, New York. SoftLayer, an IBM Company, provides cloud infrastructure as a service from a growing number of data centers and network points of presence around the world. SoftLayer’s customers range from Web startups to global enterprises.
"delaPlex is a software development company. We do team-based outsourcing development," explained Mark Rivers, COO and Co-founder of delaPlex Software, in this SYS-CON.tv interview at 18th Cloud Expo, held June 7-9, 2016, at the Javits Center in New York City, NY.
SYS-CON Events announced today that CA Technologies has been named “Platinum Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY, and the 21st International Cloud Expo®, which will take place October 31-November 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. CA Technologies helps customers succeed in a future where every business – from apparel to energy – is being rewritten by software. From ...
SYS-CON Events announced today that Technologic Systems Inc., an embedded systems solutions company, will exhibit at SYS-CON's @ThingsExpo, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Technologic Systems is an embedded systems company with headquarters in Fountain Hills, Arizona. They have been in business for 32 years, helping more than 8,000 OEM customers and building over a hundred COTS products that have never been discontinued. Technologic Systems’ pr...
In his keynote at @ThingsExpo, Chris Matthieu, Director of IoT Engineering at Citrix and co-founder and CTO of Octoblu, focused on building an IoT platform and company. He provided a behind-the-scenes look at Octoblu’s platform, business, and pivots along the way (including the Citrix acquisition of Octoblu).
SYS-CON Events announced today that Loom Systems will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Founded in 2015, Loom Systems delivers an advanced AI solution to predict and prevent problems in the digital business. Loom stands alone in the industry as an AI analysis platform requiring no prior math knowledge from operators, leveraging the existing staff to succeed in the digital era. With offices in S...
SYS-CON Events announced today that HTBase will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. HTBase (Gartner 2016 Cool Vendor) delivers a Composable IT infrastructure solution architected for agility and increased efficiency. It turns compute, storage, and fabric into fluid pools of resources that are easily composed and re-composed to meet each application’s needs. With HTBase, companies can quickly prov...
SYS-CON Events announced today that Cloud Academy will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Cloud Academy is the industry’s most innovative, vendor-neutral cloud technology training platform. Cloud Academy provides continuous learning solutions for individuals and enterprise teams for Amazon Web Services, Microsoft Azure, Google Cloud Platform, and the most popular cloud computing technologies. Ge...
SYS-CON Events announced today that T-Mobile will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. As America's Un-carrier, T-Mobile US, Inc., is redefining the way consumers and businesses buy wireless services through leading product and service innovation. The Company's advanced nationwide 4G LTE network delivers outstanding wireless experiences to 67.4 million customers who are unwilling to compromise on ...
SYS-CON Events announced today that CrowdReviews.com has been named “Media Sponsor” of SYS-CON's 20th International Cloud Expo, which will take place on June 6–8, 2017, at the Javits Center in New York City, NY. CrowdReviews.com is a transparent online platform for determining which products and services are the best based on the opinion of the crowd. The crowd consists of Internet users that have experienced products and services first-hand and have an interest in letting other potential buyers...
SYS-CON Events announced today that Infranics will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Since 2000, Infranics has developed SysMaster Suite, which is required for the stable and efficient management of ICT infrastructure. The ICT management solution developed and provided by Infranics continues to add intelligence to the ICT infrastructure through the IMC (Infra Management Cycle) based on mathemat...
SYS-CON Events announced today that Interoute, owner-operator of one of Europe's largest networks and a global cloud services platform, has been named “Bronze Sponsor” of SYS-CON's 20th Cloud Expo, which will take place on June 6-8, 2017 at the Javits Center in New York, New York. Interoute is the owner-operator of one of Europe's largest networks and a global cloud services platform which encompasses 12 data centers, 14 virtual data centers and 31 colocation centers, with connections to 195 add...
SYS-CON Events announced today that Cloudistics, an on-premises cloud computing company, has been named “Bronze Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Cloudistics delivers a complete public cloud experience with composable on-premises infrastructures to medium and large enterprises. Its software-defined technology natively converges network, storage, compute, virtualization, and management into a ...
SYS-CON Events announced today that SD Times | BZ Media has been named “Media Sponsor” of SYS-CON's 20th International Cloud Expo, which will take place on June 6–8, 2017, at the Javits Center in New York City, NY. BZ Media LLC is a high-tech media company that produces technical conferences and expositions, and publishes a magazine, newsletters and websites in the software development, SharePoint, mobile development and commercial UAV markets.
Now that the world has connected “things,” we need to build these devices as truly intelligent in order to create instantaneous and precise results. This means you have to do as much of the processing at the point of entry as you can: at the edge. The killer use cases for IoT are becoming manifest through AI engines on edge devices. An autonomous car has this dual edge/cloud analytics model, producing precise, real-time results. In his session at @ThingsExpo, John Crupi, Vice President and Eng...
There are 66 million network cameras capturing terabytes of data. How did factories in Japan improve physical security at the facilities and improve employee productivity? Edge Computing reduces possible kilobytes of data collected per second to only a few kilobytes of data transmitted to the public cloud every day. Data is aggregated and analyzed close to sensors so only intelligent results need to be transmitted to the cloud. Non-essential data is recycled to optimize storage.
"I think that everyone recognizes that for IoT to really realize its full potential and value that it is about creating ecosystems and marketplaces and that no single vendor is able to support what is required," explained Esmeralda Swartz, VP, Marketing Enterprise and Cloud at Ericsson, in this SYS-CON.tv interview at @ThingsExpo, held June 7-9, 2016, at the Javits Center in New York City, NY.
Microservices are a very exciting architectural approach that many organizations are looking to as a way to accelerate innovation. Microservices promise to allow teams to move away from monolithic "ball of mud" systems, but the reality is that, in the vast majority of organizations, different projects and technologies will continue to be developed at different speeds. How to handle the dependencies between these disparate systems with different iteration cycles? Consider the "canoncial problem" ...
Why do your mobile transformations need to happen today? Mobile is the strategy that enterprise transformation centers on to drive customer engagement. In his general session at @ThingsExpo, Roger Woods, Director, Mobile Product & Strategy – Adobe Marketing Cloud, covered key IoT and mobile trends that are forcing mobile transformation, key components of a solid mobile strategy and explored how brands are effectively driving mobile change throughout the enterprise.
As businesses adopt functionalities in cloud computing, it’s imperative that IT operations consistently ensure cloud systems work correctly – all of the time, and to their best capabilities. In his session at @BigDataExpo, Bernd Harzog, CEO and founder of OpsDataStore, will present an industry answer to the common question, “Are you running IT operations as efficiently and as cost effectively as you need to?” He will expound on the industry issues he frequently came up against as an analyst, and...