docs: update SFQM docuementation for Rel B

Add documenation that details SFQM features and work for OPNFV release
B.

Change-Id: I288e944af4f534098bb5a7d378fcc92858d1b199
Signed-off-by: Maryam Tahhan <maryam.tahhan@intel.com>

11 files changed, 382 insertions, 5 deletions

diff --git a/docs/index.rst b/docs/index.rst
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--- a/docs/index.rst
+++ b/docs/index.rst
@@ -1,7 +1,23 @@
-***************
-FASTPATHMETRICS
-***************
+******************************************
+Software Fastpath Service Quality Metrics
+******************************************
+
+:Project: SFQM, https://wiki.opnfv.org/collaborative_development_projects/opnfv_telco_kpi_monitoring
+:Authors: Maryam Tahhan <maryam.tahhan@intel.com>
+:History:
+
+          ========== =====================================================
+           Date       Description
+          ========== =====================================================
+          16.12.2014 Project creation
+          ========== =====================================================
+
+
+Table of Contents:
+==================
 
 .. toctree::
-   :numbered:
-   :maxdepth: 2
+     :maxdepth: 4
+     :numbered:
+
+     requirements/index
diff --git a/docs/requirements/01-intro.rst b/docs/requirements/01-intro.rst
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+Introduction
+============
+
+The goal of Software Fastpath service Quality Metrics (SFQM) is to
+develop the utilities and libraries in `DPDK`_ to support:
+
+* Measuring Telco Traffic and Performance KPIs. Including:
+
+  * Packet Delay Variation (by enabling TX and RX time stamping).
+  * Packet loss (by exposing extended NIC stats).
+
+* Performance Monitoring of the DPDK interfaces (by exposing
+  extended NIC stats + collectd Plugin).
+* Detecting and reporting violations that can be consumed by VNFs
+  and higher level management systems (through DPDK Keep Alive).
+
+After all **the ability to measure and enforce Telco KPIs (Service
+assurance) in the data-plane will be mandatory for any Telco grade NFVI
+implementation**.
+
+All developed features will be upstreamed to `DPDK`_ or other Open
+Source projects relevant to telemetry such as `collectd`_ and fault
+management such as `Monasca`_ and/or `Ceilometer`_.
+
+The OPNFV project wiki can be found @ `SFQM`_
+
+Problem Statement
+==================
+The OPNFV platform (NFVI) requires functionality to:
+
+* Create a low latency, high performance packet processing path (fast path)
+  through the NFVI that VNFs can take advantage of;
+* Measure Telco Traffic and Performance KPIs through that fast path;
+* Detect and report violations that can be consumed by VNFs and higher level
+  EMS/OSS systems
+
+Examples of local measurable QoS factors for Traffic Monitoring which impact
+both Quality of Experience and 5’9s availability would be (using Metro Ethernet
+Forum Guidelines as reference):
+
+* Packet loss
+* Packet Delay Variation
+* Uni-directional frame delay
+
+Other KPIs such as Call drops, Call Setup Success Rate, Call Setup time etc. are
+measured by the VNF.
+
+In addition to Traffic Monitoring, the NFVI must also support Performance
+Monitoring of the physical interfaces themselves (e.g. NICs), i.e. an ability to
+monitor and trace errors on the physical interfaces and report them.
+
+All these traffic statistics for Traffic and Performance Monitoring must be
+measured in-service and must be capable of being reported by standard Telco
+mechanisms (e.g. SNMP traps), for potential enforcement actions.
+
+Scope
+======
+The output of the project will provide interfaces and functions to support
+monitoring of Packet Latency and Network Interfaces while the VNF is in service.
+
+The DPDK interface/API will be updated to support:
+
+* Exposure of NIC MAC/PHY Level Counters
+* Interface for Time stamp on RX
+* Interface for Time stamp on TX
+
+Specific testing and integration will be carried out to cover:
+
+* Unit/Integration Test plans: A sample application provided to demonstrate packet
+  latency monitoring and interface monitoring
+
+The following list of features and functionality will be developed:
+
+* DPDK APIs and functions for latency and interface monitoring
+* A sample application to demonstrate usage
+
+The scope of the project is limited to the DPDK APIs and a sample application to
+demonstrate usage.
+
+.. Figure:: telcokpis_update.png
+
+   Architecture overview (showing provided functionality in green)
+
+In the figure above, the interfaces 1, 2, 3 are implemented along with a sample
+application. The sample application will support monitoring of NIC
+counters/status and will also support measurement of packet latency using DPDK
+provided interfaces.
+
+VNF specific processing, Traffic Monitoring, Performance Monitoring and
+Management Agent are out of scope. The scope is limited to Intel 10G Niantic
+support.
+
+The Proposed MAC/PHY Interface Counters include:
+
+* Packet RX
+* Packet TX
+* Packet loss
+* Interface errors + other stats
+
+The Proposed Packet Latency Monitor include:
+
+* Cycle accurate ‘stamping’ on ingress
+* Supports latency measurements on egress
+
+Support for additional types of Network Interfaces can be added in the future.
+
+Support for failover of DPDK enabled cores is also out of scope of the current
+proposal. However, this is an important requirement and must-have functionality
+for any DPDK enabled framework in the NFVI. To that end, a second phase of this
+project will be to implement DPDK “Keep Alive” functionality that would address
+this and would report to a VNF-level Failover and High Availability mechanism
+that would then determine what actions, including failover, may be triggered.
+
+Consumption Models
+===================
+Fig 1.1 shows how a sample application will be provided to demonstrate
+usage. In reality many VNFs will have an existing performance or traffic
+monitoring utility used to monitor VNF behavior and report statistics, counters,
+etc.
+
+To consume the performance and traffic related information provided within the
+scope of this project should in most cases be a logical extension of any
+existing VNF performance or traffic monitoring utility, in most cases it should
+not require a new utility to be developed. We do not see the Software Fastpath
+Service Quality Metrics data as major additional effort for VNFs to consume,
+this project would be sympathetic to existing VNF architecture constructs. The
+intention is that this project represents a lower level interface for network
+interface monitoring to be used by higher level fault management entities (see
+below).
+
+Allowing the Software Fastpath Service Quality Metrics data to be handled within
+existing VNF performance or traffic monitoring utilities also makes it simpler
+for overall interfacing with higher level management components in the VIM, MANO
+and OSS/BSS. The Software Fastpath Service Quality Metrics proposal would be
+complementary to the Fault Management and Maintenance project proposal
+(“Doctor”) which is also in flight, which addresses NFVI Fault Management
+support in the VIM. To that end, the project committers and contributors for the
+Software Fastpath Service Quality Metrics project wish to work in sync with the
+“Doctor” project – to facilitate this, one of the “Doctor” contributors has also
+been added as a contributor to the Software Fastpath Service Quality Metrics
+project.
+
+.. _SFQM: https://wiki.opnfv.org/collaborative_development_projects/opnfv_telco_kpi_monitoring
+.. _DPDK: http://dpdk.org/
+.. _collectd: http://collectd.org/
+.. _Monasca: https://wiki.openstack.org/wiki/Monasca
+.. _Ceilometer: https://wiki.openstack.org/wiki/Telemetry
diff --git a/docs/requirements/02-measuring_telco_traffic_and_performance_KPIs.rst b/docs/requirements/02-measuring_telco_traffic_and_performance_KPIs.rst
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+Measuring Telco Traffic and Performance KPIs
+============================================
+This section will look at what SFQM has done to enable Measuring Telco Traffic
+and Performance KPIs.
+
+.. Figure:: stats_and_timestamps.png
+
+   Measuring Telco Traffic and Performance KPIs
+
+* The very first thing SFQM enabled was a call-back API in DPDK and an
+  associated application that used the API to demonstrate how to timestamp
+  packets and measure packet latency in DPDK (the sample app is called
+  rxtx_callbacks). This was upstreamed to DPDK 2.0 and is represented by
+  the interfaces 1 and 2 in Figure 1.2.
+
+* The second thing SFQM implemented in DPDK is the extended NIC statistics API,
+  which exposes NIC stats including error stats to the DPDK user by reading the
+  registers on the NIC. This is represented by interface 3 in Figure 1.2.
+
+  * For DPDK 2.1 this API was only implemented for the ixgbe (10Gb) NIC driver,
+    in association with a sample application that runs as a DPDK secondary
+    process and retrieves the extended NIC stats.
+
+  * For DPDK 2.2 the API was implemented for igb, i40e and all the Virtual
+    Functions (VFs) for all drivers.
+
+Monitoring DPDK interfaces
+===========================
+With the features SFQM enabled in DPDK to enable measuring Telco traffic and
+performance KPIs, we can now retrieve NIC statistics including error stats and
+relay them to a DPDK user. The next step is to enable monitoring of the DPDK
+interfaces based on the stats that we are retrieving from the NICs, and relay
+the information to a higher level Fault Management entity. To enable this SFQM
+has been enabling a number of plugins for collectd.
+
+collectd is is a daemon which collects system performance statistics periodically
+and provides mechanisms to store the values in a variety of ways. It supports
+more than 90 different plugins to retrieve platform information, such as CPU
+utilization, and is capable of publishing/writing the information is gathers to
+a number of endpoints through its write plugins.
+
+SFQM has been enabling two collectd plugins to collect DPDK NIC statistics and
+push the stats to Ceilometer:
+
+* dpdkstat plugin: A read plugin that retrieve stats from the DPDK extended NIC
+  stats API.
+* ceilometer plugin: A write plugin that pushes the retrieved stats to
+  Ceilometer. It's capable of pushing any stats read through collectd to
+  Ceilometer, not just the DPDK stats.
+
+.. Figure:: monitoring_interfaces.png
+
+   Monitoring Interfaces and Openstack Support
+
+The figure above shows the DPDK L2 forwarding application running on a compute
+node, sending and receiving traffic. collectd is also running on this compute
+node retrieving the stats periodically from DPDK through the dpdkstat plugin
+and publishing the retrieved stats to Ceilometer through the ceilometer plugin.
+
+To see this demo in action please checkout: `SFQM OPNFV Summit demo`_
+
+Future enahancements to the DPDK stats plugin include:
+
+* Integration of DPDK Keep Alive functionality.
+* Implementation of the ability to retrieve link status.
+
+.. _SFQM OPNFV Summit demo: https://prezi.com/kjv6o8ixs6se/software-fastpath-service-quality-metrics-demo/
diff --git a/docs/requirements/03-dpdk_ka.rst b/docs/requirements/03-dpdk_ka.rst
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+DPDK Keep Alive Overview
+=========================
+SFQM aims to enable fault detection within DPDK, the very first feature to
+meet this goal is the DPDK Keep Alive Sample app that is part of DPDK 2.2.
+
+DPDK Keep Alive or KA is a sample application that acts as a heartbeat/watchdog
+for DPDK packet processing cores, to detect application thread failure. The
+application supports the detection of ‘failed’ DPDK cores and notification to a
+HA/SA middleware. The purpose is to detect Packet Processing Core fails (e.g.
+infinite loop) and ensure the failure of the core does not result in a fault
+that is not detectable by a management entity.
+
+.. Figure:: dpdk_ka.png
+
+   DPDK Keep Alive Sample Application
+
+Essentially the app demonstrates how to detect 'silent outages' on DPDK packet
+processing cores. The application can be decomposed into two specific parts:
+detection and notification.
+
+* The detection period is programmable/configurable but defaults to 5ms if no
+  timeout is specified.
+* The Notification support is enabled by simply having a hook function that where this
+  can be 'call back support' for a fault management application with a compliant
+  heartbeat mechanism.
+
+DPDK Keep Alive Sample App Internals
+====================================
+This section provides some explanation of the The Keep-Alive/'Liveliness'
+conceptual scheme as well as the DPDK Keep Alive App. The initialization and
+run-time paths are very similar to those of the L2 forwarding application (see
+`L2 Forwarding Sample Application (in Real and Virtualized Environments)`_ for more
+information).
+
+There are two types of cores: a Keep Alive Monitor Agent Core (master DPDK core)
+and Worker cores (Tx/Rx/Forwarding cores). The Keep Alive Monitor Agent Core
+will supervise worker cores and report any failure (2 successive missed pings).
+The Keep-Alive/'Liveliness' conceptual scheme is:
+
+* DPDK worker cores mark their liveliness as they forward traffic.
+* A Keep Alive Monitor Agent Core runs a function every N Milliseconds to
+  inspect worker core liveliness.
+* If keep-alive agent detects time-outs, it notifies the fault management
+  entity through a call-back function.
+
+**Note:**  Only the worker cores state is monitored. There is no mechanism or agent
+to monitor the Keep Alive Monitor Agent Core.
+
+DPDK Keep Alive Sample App Code Internals
+=========================================
+The following section provides some explanation of the code aspects that are
+specific to the Keep Alive sample application.
+
+The heartbeat functionality is initialized with a struct rte_heartbeat and the
+callback function to invoke in the case of a timeout.
+
+.. code:: c
+
+    rte_global_keepalive_info = rte_keepalive_create(&dead_core, NULL);
+    if (rte_global_hbeat_info == NULL)
+        rte_exit(EXIT_FAILURE, "keepalive_create() failed");
+
+The function that issues the pings hbeat_dispatch_pings() is configured to run
+every check_period milliseconds.
+
+.. code:: c
+
+    if (rte_timer_reset(&hb_timer,
+            (check_period * rte_get_timer_hz()) / 1000,
+            PERIODICAL,
+            rte_lcore_id(),
+            &hbeat_dispatch_pings, rte_global_keepalive_info
+            ) != 0 )
+        rte_exit(EXIT_FAILURE, "Keepalive setup failure.\n");
+
+The rest of the initialization and run-time path follows the same paths as the
+the L2 forwarding application. The only addition to the main processing loop is
+the mark alive functionality and the example random failures.
+
+.. code:: c
+
+    rte_keepalive_mark_alive(&rte_global_hbeat_info);
+    cur_tsc = rte_rdtsc();
+
+    /* Die randomly within 7 secs for demo purposes.. */
+    if (cur_tsc - tsc_initial > tsc_lifetime)
+    break;
+
+The rte_keepalive_mark_alive() function simply sets the core state to alive.
+
+.. code:: c
+
+    static inline void
+    rte_keepalive_mark_alive(struct rte_heartbeat *keepcfg)
+    {
+        keepcfg->state_flags[rte_lcore_id()] = 1;
+    }
+
+Keep Alive Monitor Agent Core Monitoring Options
+The application can run on either a host or a guest. As such there are a number
+of options for monitoring the Keep Alive Monitor Agent Core through a Local
+Agent on the compute node:
+
+         ======================  ==========  =============
+          Application Location     DPDK KA     LOCAL AGENT
+         ======================  ==========  =============
+                  HOST               X        HOST/GUEST
+                  GUEST              X        HOST/GUEST
+         ======================  ==========  =============
+
+
+For the first implementation of a Local Agent SFQM will enable:
+
+         ======================  ==========  =============
+          Application Location     DPDK KA     LOCAL AGENT
+         ======================  ==========  =============
+                  HOST               X           HOST
+         ======================  ==========  =============
+
+Through extending the dpdkstat plugin for collectd with KA functionality, and
+integrating the extended plugin with Monasca for high performing, resilient,
+and scalable fault detection.
+
+.. _L2 Forwarding Sample Application (in Real and Virtualized Environments): http://dpdk.org/doc/guides/sample_app_ug/l2_forward_real_virtual.html
diff --git a/docs/requirements/04-release_b.rst b/docs/requirements/04-release_b.rst
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+Release B
+=========
+This section provides a summary of the past, the present and the future in
+terms of SFQM contributions to DPDK.
+
+.. Figure:: rel_B_summary.png
+
+   Release B summary for SFQM
+
+Future work for SFQM entails:
+
+* Working closely with the Doctor project to integrate the upstreamed features
+  in DPDK.
+* Upstreaming the implemented collectd plugins: dpdkstat, ceilometer.
+* Integrating DPDK KA with Monasca.
diff --git a/docs/requirements/dpdk_ka.png b/docs/requirements/dpdk_ka.png
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diff --git a/docs/requirements/index.rst b/docs/requirements/index.rst
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+.. toctree::
+     :maxdepth: 4
+     :numbered:
+
+     01-intro.rst
+     02-measuring_telco_traffic_and_performance_KPIs.rst
+     03-dpdk_ka.rst
+     04-release_b.rst
diff --git a/docs/requirements/monitoring_interfaces.png b/docs/requirements/monitoring_interfaces.png
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diff --git a/docs/requirements/rel_B_summary.png b/docs/requirements/rel_B_summary.png
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diff --git a/docs/requirements/stats_and_timestamps.png b/docs/requirements/stats_and_timestamps.png
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diff --git a/docs/requirements/telcokpis_update.png b/docs/requirements/telcokpis_update.png
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