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-Use cases and scenarios
-=======================
-
-Telecom services often have very high requirements on service performance. As a
-consequence they often utilize redundancy and high availability (HA) mechanisms
-for both the service and the platform. The HA support may be built-in or
-provided by the platform. In any case, the HA support typically has a very fast
-detection and reaction time to minimize service impact. The main changes
-proposed in this document are about making a clear distinction between fault
-management and recovery a) within the VIM/NFVI and b) High Availability support
-for VNFs on the other, claiming that HA support within a VNF or as a service
-from the platform is outside the scope of Doctor and is discussed in the High
-Availability for OPNFV project. Doctor should focus on detecting and remediating
-faults in the NFVI. This will ensure that applications come back to a fully
-redundant configuration faster than before.
-
-As an example, Telecom services can come with an Active-Standby (ACT-STBY)
-configuration which is a (1+1) redundancy scheme. ACT and STBY nodes (aka
-Physical Network Function (PNF) in ETSI NFV terminology) are in a hot standby
-configuration. If an ACT node is unable to function properly due to fault or any
-other reason, the STBY node is instantly made ACT, and affected services can be
-provided without any service interruption.
-
-The ACT-STBY configuration needs to be maintained. This means, when a STBY node
-is made ACT, either the previously ACT node, after recovery, shall be made STBY,
-or, a new STBY node needs to be configured. The actual operations to
-instantiate/configure a new STBY are similar to instantiating a new VNF and
-therefore are outside the scope of this project.
-
-The NFVI fault management and maintenance requirements aim at providing fast
-failure detection of physical and virtualized resources and remediation of the
-virtualized resources provided to Consumers according to their predefined
-request to enable applications to recover to a fully redundant mode of
-operation.
-
-1. Fault management/recovery using ACT-STBY configuration (Triggered by critical
- error)
-2. Preventive actions based on fault prediction (Preventing service stop by
- handling warnings)
-3. VM Retirement (Managing service during NFVI maintenance, i.e. H/W,
- Hypervisor, Host OS, maintenance)
-
-Faults
-------
-
-.. _uc-fault1:
-
-Fault management using ACT-STBY configuration
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-In :numref:`figure1`, a system-wide view of relevant functional blocks is
-presented. OpenStack is considered as the VIM implementation (aka Controller)
-which has interfaces with the NFVI and the Consumers. The VNF implementation is
-represented as different virtual resources marked by different colors. Consumers
-(VNFM or NFVO in ETSI NFV terminology) own/manage the respective virtual
-resources (VMs in this example) shown with the same colors.
-
-The first requirement in this use case is that the Controller needs to detect
-faults in the NVFI ("1. Fault Notification" in :numref:`figure1`) affecting
-the proper functioning of the virtual resources (labelled as VM-x) running on
-top of it. It should be possible to configure which relevant fault items should
-be detected. The VIM (e.g. OpenStack) itself could be extended to detect such
-faults. Alternatively, a third party fault monitoring tool could be used which
-then informs the VIM about such faults; this third party fault monitoring
-element can be considered as a component of VIM from an architectural point of
-view.
-
-Once such fault is detected, the VIM shall find out which virtual resources are
-affected by this fault. In the example in :numref:`figure1`, VM-4 is
-affected by a fault in the Hardware Server-3. Such mapping shall be maintained
-in the VIM, depicted as the "Server-VM info" table inside the VIM.
-
-Once the VIM has identified which virtual resources are affected by the fault,
-it needs to find out who is the Consumer (i.e. the owner/manager) of the
-affected virtual resources (Step 2). In the example shown in :numref:`figure1`,
-the VIM knows that for the red VM-4, the manager is the red Consumer
-through an Ownership info table. The VIM then notifies (Step 3 "Fault
-Notification") the red Consumer about this fault, preferably with sufficient
-abstraction rather than detailed physical fault information.
-
-.. figure:: images/figure1.png
- :name: figure1
- :width: 100%
-
- Fault management/recovery use case
-
-The Consumer then switches to STBY configuration by switching the STBY node to
-ACT state (Step 4). It further initiates a process to instantiate/configure a
-new STBY. However, switching to STBY mode and creating a new STBY machine is a
-VNFM/NFVO level operation and therefore outside the scope of this project.
-Doctor project does not create interfaces for such VNFM level configuration
-operations. Yet, since the total failover time of a consumer service depends on
-both the delay of such processes as well as the reaction time of Doctor
-components, minimizing Doctor's reaction time is a necessary basic ingredient to
-fast failover times in general.
-
-Once the Consumer has switched to STBY configuration, it notifies (Step 5
-"Instruction" in :numref:`figure1`) the VIM. The VIM can then take
-necessary (e.g. pre-determined by the involved network operator) actions on how
-to clean up the fault affected VMs (Step 6 "Execute Instruction").
-
-The key issue in this use case is that a VIM (OpenStack in this context) shall
-not take a standalone fault recovery action (e.g. migration of the affected VMs)
-before the ACT-STBY switching is complete, as that might violate the ACT-STBY
-configuration and render the node out of service.
-
-As an extension of the 1+1 ACT-STBY resilience pattern, a STBY instance can act as
-backup to N ACT nodes (N+1). In this case, the basic information flow remains
-the same, i.e., the consumer is informed of a failure in order to activate the
-STBY node. However, in this case it might be useful for the failure notification
-to cover a number of failed instances due to the same fault (e.g., more than one
-instance might be affected by a switch failure). The reaction of the consumer
-might depend on whether only one active instance has failed (similar to the
-ACT-STBY case), or if more active instances are needed as well.
-
-Preventive actions based on fault prediction
-^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
-
-The fault management scenario explained in :ref:`uc-fault1` can also be
-performed based on fault prediction. In such cases, in VIM, there is an
-intelligent fault prediction module which, based on its NFVI monitoring
-information, can predict an imminent fault in the elements of NFVI.
-A simple example is raising temperature of a Hardware Server which might
-trigger a pre-emptive recovery action. The requirements of such fault
-prediction in the VIM are investigated in the OPNFV project "Data Collection
-for Failure Prediction" [PRED]_.
-
-This use case is very similar to :ref:`uc-fault1`. Instead of a fault
-detection (Step 1 "Fault Notification in" :numref:`figure1`), the trigger
-comes from a fault prediction module in the VIM, or from a third party module
-which notifies the VIM about an imminent fault. From Step 2~5, the work flow is
-the same as in the "Fault management using ACT-STBY configuration" use case,
-except in this case, the Consumer of a VM/VNF switches to STBY configuration
-based on a predicted fault, rather than an occurred fault.
-
-NVFI Maintenance
-----------------
-
-VM Retirement
-^^^^^^^^^^^^^
-
-All network operators perform maintenance of their network infrastructure, both
-regularly and irregularly. Besides the hardware, virtualization is expected to
-increase the number of elements subject to such maintenance as NFVI holds new
-elements like the hypervisor and host OS. Maintenance of a particular resource
-element e.g. hardware, hypervisor etc. may render a particular server hardware
-unusable until the maintenance procedure is complete.
-
-However, the Consumer of VMs needs to know that such resources will be
-unavailable because of NFVI maintenance. The following use case is again to
-ensure that the ACT-STBY configuration is not violated. A stand-alone action
-(e.g. live migration) from VIM/OpenStack to empty a physical machine so that
-consequent maintenance procedure could be performed may not only violate the
-ACT-STBY configuration, but also have impact on real-time processing scenarios
-where dedicated resources to virtual resources (e.g. VMs) are necessary and a
-pause in operation (e.g. vCPU) is not allowed. The Consumer is in a position to
-safely perform the switch between ACT and STBY nodes, or switch to an
-alternative VNF forwarding graph so the hardware servers hosting the ACT nodes
-can be emptied for the upcoming maintenance operation. Once the target hardware
-servers are emptied (i.e. no virtual resources are running on top), the VIM can
-mark them with an appropriate flag (i.e. "maintenance" state) such that these
-servers are not considered for hosting of virtual machines until the maintenance
-flag is cleared (i.e. nodes are back in "normal" status).
-
-A high-level view of the maintenance procedure is presented in :numref:`figure2`.
-VIM/OpenStack, through its northbound interface, receives a maintenance notification
-(Step 1 "Maintenance Request") from the Administrator (e.g. a network operator)
-including information about which hardware is subject to maintenance.
-Maintenance operations include replacement/upgrade of hardware,
-update/upgrade of the hypervisor/host OS, etc.
-
-The consequent steps to enable the Consumer to perform ACT-STBY switching are
-very similar to the fault management scenario. From VIM/OpenStack's internal
-database, it finds out which virtual resources (VM-x) are running on those
-particular Hardware Servers and who are the managers of those virtual resources
-(Step 2). The VIM then informs the respective Consumer (VNFMs or NFVO) in Step 3
-"Maintenance Notification". Based on this, the Consumer takes necessary actions
-(Step 4, e.g. switch to STBY configuration or switch VNF forwarding graphs) and
-then notifies (Step 5 "Instruction") the VIM. Upon receiving such notification,
-the VIM takes necessary actions (Step 6 "Execute Instruction" to empty the
-Hardware Servers so that consequent maintenance operations could be performed.
-Due to the similarity for Steps 2~6, the maintenance procedure and the fault
-management procedure are investigated in the same project.
-
-.. figure:: images/figure2.png
- :name: figure2
- :width: 100%
-
- Maintenance use case
-
-..
- vim: set tabstop=4 expandtab textwidth=80: