HR-ConteXtream-Fit-VNF-WP-12-8-14

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White Paper The "Fit VNF" & Intelligent NFV Infrastructure: Designing for Service Agility Prepared by Gabriel Brown Senior Analyst, Heavy Reading www.heavyreading.com on behalf of www.conteXtream.com December 2014

Transcript of HR-ConteXtream-Fit-VNF-WP-12-8-14

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White Paper

The "Fit VNF" & Intelligent NFV

Infrastructure: Designing for

Service Agility

Prepared by

Gabriel Brown

Senior Analyst, Heavy Reading

www.heavyreading.com

on behalf of

www.conteXtream.com

December 2014

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HEAVY READING | DECEMBER 2014 | WHITE PAPER | THE "FIT VNF" & INTELLIGENT NFV INFRASTRUCTURE 2

Service Agility in Telecom Networks Network functions virtualization (NFV) and software-defined networking (SDN) are

two of the most important trends in networking. Used together, these technologies

offer service providers the opportunity to transform their networks to become more

responsive to innovation in the service layer and, therefore, more economically sus-

tainable. With the right software-centric network strategy, operators can maintain

their role in the value chain and extend their addressable markets.

This white paper will argue that to realize the full benefits of SDN and NFV, operators

will need to go beyond straightforward replacement of hardware appliances with

virtualized network functions (VNFs) and adopt a "cloud-native" approach to VNF

design and to NFV networking. Specifically, it will discuss the case for the "Fit VNF" and

the need for a scalable SDN fabric to connect VNFs over distributed infrastructure.

NFV Development & Deployment

ETSI's formation of the NFV Industry Specification Group in 2012 served to accelerate

industry adoption of VNFs, helped crystalize a common set of operator requirements

and led to the creation of a multilateral proof-of-concept (PoC) program. Many

operators now have "pre-NFV" virtualized functions live in their networks, and in

regards to NFV specifically, there has been substantial progress over the past two

years with trials and deployment plans under way around the world. For example:

A significant number of completed or ongoing PoCs and trials – at the time

of writing, 25 PoCs were ongoing within the ETSI framework.

Commitments to live deployments from global Tier 1 operators, including

DoCoMo, AT&T and Telefonica.

Widespread expectations for deployment of "NFV cloud." In a Heavy Read-

ing survey, 51% of operators said they expect to have many VNFs deployed

on an advanced carrier cloud infrastructure within 2-5 years.

As a result of this progress, we now believe that NFV will become a mainstream

deployment option in two or three years, particularly for less demanding use cases.

More demanding applications may take longer to develop and "harden" into mass-

market propositions; however, even here, progressive operators are already prepar-

ing for deployment – for example, of virtual EPC in the mobile core.

Heavy Reading operator surveys indicate commercial NFV deployments will be on

shared-resource telco-cloud platforms that are largely agnostic to the VNF type and

capable of supporting a wide range of workloads. This, in turn, drives the require-

ment for dynamic and scalable networking solutions to connect the VNFs needed

to create services. Operators need a networking solution for NFV.

Service Agility Driving NFV

NFV was initially pitched as way to reduce network capex and opex. By leveraging

the high-volume data center ecosystem and the automation inherent to cloud net-

working, operators can reduce their costs of production to profitably meet the

growing demand for data services.

However, operators also need to reestablish their relevancy in the service and ap-

plication layer to maintain revenue and profitability. Since the advent of NFV, we

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have identified increasing support for the view that the real opportunity in the trans-

formation to software-centric networks is greater service agility and flexibility. Figure

1, from a Heavy Reading operator survey, shows this is clearly the case.

The desire to be more agile is partly born of frustration with the classic operating

model: to introduce new equipment and services is very slow once procurement,

testing, installation, etc., has been completed. Moreover, the resulting architectures

are static and difficult to change, which leads to "network ossification" and in turn

restricts operator ability to participate in innovation in the service layer.

One challenge is that "service agility" is easy to talk about and aspire to, but harder

to describe because it differs according to the network and customer context. How-

ever, some examples of service agility might include:

Ability to on-board new customers with short lead time

Deployment of a customer-specific network instances or "slices," perhaps

mapped to line-of-business cloud applications

User-programmable network services controlled via remote portal and self-

configured to the customer requirement

New services also come with a risk of failure and it is important that the operational

and financial requirements associated with service launch are kept to a minimum.

If operators are to have the confidence to experiment and pursue "devops-style"

working methods, the business-case threshold for new service introduction must be

lowered. Then, when services are successful, they should scale quickly; or when ser-

vices fail, they can be withdrawn with minimal impact.

Figure 1: Importance of Factors Driving NFV Deployment

Source: Heavy Reading’s NFV Operator Survey (n=71), 2014

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Introducing the "Fit VNF" NFV will change the design of telecom application software (VNFs). A consequence

of the desire for services that are more adaptable to network conditions and to

end-user demand is greater granularity of service provision. More granular services

leads, logically, to the idea of smaller, thinner or fitter VNFs.

Telecom network software is traditionally developed with the constraints of the

hardware (e.g., the chassis or line card) in mind and focuses on maximizing the per-

formance of that resource. Once lengthy development and testing processes have

been satisfactorily completed, equipment is deployed for a multi-year lifecycle.

In a virtual environment, where applications are extracted from hardware, VNF de-

signers face different challenges and opportunities. If operators are to achieve a

step change in service agility, it should be possible to provision VNFs on a quasi-on-

demand basis. Fit VNFs can be dedicated to a single function and then connected

together using traffic steering (or "chaining") mechanisms to create services.

VNFs Designed for the Cloud

VNFs themselves should be designed for the cloud. There is to some extent a prob-

lem of terminology: NFV refers to the process of abstracting telecom applications

from hardware and running them in virtual machines (VMs) in the cloud. The base

meaning is to take existing applications and transform (virtualize) them. This is not

the wrong thing to do; indeed, it has potential benefits. However, experience from

enterprise and Web services has shown that porting legacy functions to the cloud

results in less than optimal architectures that are subject to disruption from "cloud

native" services.

The argument, therefore, is that telecom network software (VNFs) must be adapted

for – and, ideally, designed for – the cloud. Figure 2 compares and contrasts some

of the major differences in approach.

Figure 2: VNFs Designed for the Cloud vs. Hardware Appliances

HARDWARE APPLIANCE CLOUD-BASED VNFS

Deployment Manual installation after exten-

sive testing; long lifecycle

VNF provisioning on-demand;

shorter lifecycles

Connectivity/

Networking Integrated into appliance Provided by NFV cloud platform

Resiliency 1+1 with state replication 1+N with rapid instantiation of new

VNFs in event of failure

State Management Local to appliance Distributed across infrastructure

Scaling Increase capacity with new

hardware and/or via pooling

Scale out via new VNF instantia-

tion (automated)

Methodology Waterfall Agile

Source: Heavy Reading

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Our research is very clear that operators do not view "quick and dirty" ports of ap-

pliance software to a VM environment as satisfactory. They are concerned about

the performance of "Frankenstein" applications running in the cloud and about their

ability to manage such functions in an automated way.

Defining the "Fit VNF"

Designers of VNFs that are "optimized for the cloud" will strip out unnecessary fea-

tures that were built into the functional software when hardware optimization was

paramount and when competition encouraged feature stacking by vendors seek-

ing differentiation. The idea is to pare back the VNF to its core function and remove

extraneous capabilities no longer needed in the cloud. The resulting application

can be called the "Fit VNF."

There are several ways an application can be pared-back to create a "Fit VNF,"

including:

Removing redundant software modules. At a basic level this entails removal

of components such as chassis management from the VNF. Over time,

there are also more sophisticated functions, such as relates to high-availa-

bility and redundancy, which may no longer be needed in certain VNF

types because, in principle, responsibility for failover can migrate to the

cloud management layer.

Simplifying the VNF networking stack. Non-optimized VNFs, ported from leg-

acy appliances, typically include sophisticated networking logic. However,

the networking function required of a hardware appliance is no longer

needed because that capability can be fulfilled by the network fabric that

underpins the cloud infrastructure. How to separate "NFV networking" from

VNFs is a subject of great interest to operators.

Deconstruct multi-function nodes. In practice, network equipment often in-

corporates more than one function – or, in other words, appliances are of-

ten multi-functional. For example, a firewall box may also supports distrib-

uted denial-of-service (DDoS) protection, network address translation

(NAT), deep packet inspection (DPI) and access control. In NFV there is no

particular reason to combine these functions into one do-it-all node (a.k.a.

a non-optimized "heavy" VNF). In fact, it is logical to separate them into the

discrete functions and deploy them as needed in service chains.

Modular scaling. Even single-function applications are, in practice, made

up of multiple modules integrated by the vendor to create the node. These

applications can be decomposed into discrete software components that

can be scaled independently according to the service demand. One

example from mobile networks might be to abstract the GTP user plane

from packet core equipment, to then deploy it either in-pool centrally or at

the edge, according to the preferred architecture. This is disruptive and will

take time to implement, but is potentially important.

Smarter NFV Infrastructure: Offloading to the Network

Deconstructing VNFs designed for a hardware appliance to create a "Fit VNF" ob-

viously has implications – side effects, in other words. This is because the compo-

nents to be removed served a useful function (or they wouldn't exist in the first place)

and these functional needs must be met elsewhere, which, in this case, means in

the NFV cloud networking platform.

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The idea is extract connectivity and management functions from the VNF and mi-

grate them to the cloud platform that hosts and connects multiple VNFs. In this way

operators can create a generic NFV cloud that can support services composed of

the appropriate "Fit VNFs" placed in sequence. This platform is, in principle, agnostic

to VNFs, which makes the introduction of new services much faster and experimen-

tation far less risky. In this way, the "Fit VNF" and "Smart Platform" become important

enablers of service agility.

Figure 3 shows the classic appliance model to the left and the "Fit VNF" model on

the right. Redundant functions are extracted from the application and migrated to

the NFV Infrastructure (NFVI) layer, with the result that the VNF becomes "fitter" and

the platform becomes "smarter." To the left of the diagram is the classic hardware

appliance; in the middle is what could be called the "Heavy VNF" because, while

the application has been ported to a virtual environment and deployed on an NVFI,

it is not yet optimized for cloud. To the right the "Fit VNF" has handed over even more

functionality to the NFVI and, as a result, is leaner and more focused.

Ultimately, VNFs could become library, or "catalog," items that can be deployed on

the NFV cloud platform, via instruction from the NFV service orchestrator, on an on-

demand basis. This type of implementation is sometimes described as a "Real-time

Cloud OS" for NFV. It will require sophisticated NFVI management and a high-per-

formance, scalable NFV networking solution.

Figure 3: Migration to the “Fit VNF”

Source: Heavy Reading

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"Smart" NFV Infrastructure The transition from "Heavy NVFs" running on static infrastructure and "Fit VNFs" run-

ning on smart, dynamic infrastructure is a major undertaking and, in practice, we

think operators, and the industry at large, will pursue a phased approach, such that

there will be a co-evolution of the applications (VNFs) and the platform (NFVI). We

expect that simpler "water-carrier" VNFs (e.g., middle boxes) will surrender auton-

omy to the platform before the "big beast" VNFs (e.g., EPC or IMS).

The Smart VNFI

Figure 4 identifies some of the differences between the two models. To the left is the

current model of full-featured VNFs (ported from hardware) running on so-called

"dumb NFVI." Because this is a relatively static platform, the VNF must be aware of

factors, such as subscriber state and load/availability, and should manage its own

redundancy and resiliency. This is replicated for each VNF deployed, increasing

complexity, making it harder to scale and change services.

To the right is the "Smart Platform" approach in which the "Fit VNF" has been pared-

back to its essential function, while the generic (yet sophisticated) capabilities

Figure 4: Migration to the “Fit VNF”

FAT VNF + DUMB NFVI FIT VNF + SMART NFVI

VNF Network sub-functions in software Network functions in software

Dynamic Virtual Connectivity

Scalability to run on multiple cores/servers

Load balancing and health checks

Internal SFC to connect sub-function instances

Elasticity to change scale to needs

Distribution to multiple data centers while

maintaining state

Analytics collection

Service awareness

Subscriber awareness

High availability and redundancy

None

NFVI Static Virtual Connectivity Static Virtual Connectivity

None Dynamic Virtual Connectivity

Scalability to run on multiple cores/servers

Load balancing and health checks

Dynamic SFC to connect function instances

Elasticity to change scale to needs

Distribution to multiple data centers while

maintaining state

Analytics collection

Service awareness

Subscriber awareness

High availability and redundancy

Source: ConteXtream

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needed to manage the VNF in its service context have been migrated to the plat-

form. The smart NFVI platform provides enabling functions across multiple applica-

tions and dynamic connectivity between VNFs. This is important to service agility

because with a scalable, dynamic networking platform, operators can much more

easily introduce new VNFs and combinations of VNFs into their network. Such capa-

bility is the basis for new and differentiated services.

Open Platform for NFV

VNF software vendors, of course, need to know what platform they should "write to"

when they design and optimize their products. One of the challenges with NFV cur-

rently is that there are not yet industry-standard implementations. Vendors have de-

veloped solutions with slightly different platform and integration requirements,

which, again, is not scalable from an operator perspective. To address this industry

players have proposed the Open Platform for NFV (OPNFV).

OPNFV is an initiative hosted within the Linux Forum and supported by a good number

of operators and vendors. The intent is to establish a carrier-grade, open source NFVI

reference platform to help improve consistency and interoperability between NFV

components. The initial scope of OPNFV is on the NFVI, the Virtualized Infrastructure

Management (VIM), and application programmable interfaces (APIs) to other NFV

elements, such as management and orchestration (MANO). Certification programs

to ensure interoperability between VNFs and OPNFV are already emerging.

OPNFV has the potential to be an important part of the "Smart NFVI." Collaboration

with groups like ETSI, ONF and IETF indicates clearly that this is the direction the pro-

ject is heading. The challenge is how to balance the common denominator func-

tions that will drive broad interoperability in a short timeframe with how quickly the

NFVI (based on OPNFV) can made "smart" and, at the same time, interoperable.

Interoperable NFVI

A core tenet of NFV is that the architecture should be open and interoperable, so

that operators can create networks and services using components from multiple

suppliers. A challenge is to identify the capabilities that need to be included in the

base NFVI platform, and those that should be "bespoke" because they are used for

niche or more difficult use cases. The biggest benefits to NFV will come when many

adjacent functions in an operator network are virtualized. This drives the need for

platforms that will support a wide variety of VNF types and for VNFs that will run on

many NFVI instances, as visualized in Figure 5.

Figure 5: Open Platform for NFV

Source: Heavy Reading

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There is inevitably tension in this process, and a risk that the lowest common denom-

inator, adopted in the interests of simplicity and expediency, does not support a

sufficiently broad range of VNF types and associated service chains; or that services

can be created on the platform, but at the cost of manual intervention to manage

the connectivity between VNFs.

Where the NFVI is more capable ("intelligent"), and VNFs simpler, operators can

more quickly deploy functions and provision services. The challenge is how hard

and fast operators should push for the extra intelligence ultimately needed in the

platform. By over-specifying the platform upfront, operators will lose the agility they

desire and place undeliverable requirements on suppliers. Therefore, we expect

both the platform and VNFs to evolve in tandem. As more platform capability is

available, VNFs can be simplified accordingly.

This will likely result in a situation where less demanding functions will be the first to

surrender their autonomy to the platform. An example might be in the mobile core

where it will be more attractive to "streamline" simpler functions from the Gi-LAN

(load balancers, video optimizers, HTTP proxies, etc.) than it will be to try and rede-

sign the more critical and complex EPC functions too radically.

Programmable Networking Requirements

NFV networking is a big topic of great importance. Quite clearly, operators want

networks that are more programmable and faster to change. Current network and

service configurations are associated with long and static life cycles, which means

operators cannot react to, or participate in, the rapid pace of innovation in the

application layer. This limits their addressable markets and is clearly a bad thing for

a sector with limited revenue growth.

Programmable, dynamic connectivity between VNFs is, therefore, valuable. If an NFV

service orchestrator can push rules to a platform that can quickly provision the VNFs

need to support a service, and the associated service function paths, operators will

move a big step closer to the agility they desire from NFV. This capability is a large

component of what makes an NFV platform "smart" and is why SDN and network

virtualization are important.

In telecom networks there are additional requirements that make NFV networking

more challenging than single data center network virtualization, including: the need

to operate in a distributed mode; the need to maintain state across multiple data

centers locations; and the need to manage "subscriber aware" traffic flows at scale.

Figure 6 illustrates a network of distributed NFVI points of presence connected over

a physical network. VMs (running VNFs) are then connected using an SDN-controlled

network – either a virtual overlay or physical assets. The chart uses OpenFlow as an

example of an SDN protocol. There is debate about the extent to which networking

should be integrated with the NFV cloud platform, and the extent to which it is a

separate, specialist function.

In single data center environments, the argument for the NFV cloud management

platform to incorporate networking is stronger. In telecom networks, where there is

likely to be distributed VNFs (placed according to performance requirements), the

argument for a specialist SDN solution for NFV is stronger because the need to man-

age application and subscriber state across locations. Conceivably, network ser-

vices (and end-user services) will be created through the composition of VNFs

hosted centrally and/or at the edge, depending on factors like the user context

and network or the content being consumed.

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Figure 6: Distributed NFVI

Source: Heavy Reading

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Background to This Paper

About the Author

Gabriel Brown

Senior Analyst, Heavy Reading

Gabriel covers the mobile network system architecture, including evolution of the

RAN, the mobile core, and service-layer platforms and applications. Key technolo-

gies in his coverage area include LTE Advanced, small cells, Evolved Packet Core,

carrier WiFi and software-centric networking technologies such as NFV, SDN and

service chaining. Gabriel has covered mobile networking since 1998 through pub-

lished research, live events, operator surveys and custom consulting. Before moving

to Heavy Reading, Gabriel was Chief Analyst of the monthly Insider Research Ser-

vices, published by Heavy Reading's parent company Light Reading. Gabriel is

based in the U.K. and can be reached at [email protected].

About Heavy Reading

Heavy Reading (www.heavyreading.com), the research division of Light Reading,

offers deep analysis of emerging telecom trends to network operators, technology

suppliers and investors. Its product portfolio includes in-depth reports that address

critical next-generation technology and service issues, market trackers that focus on

the telecom industry's most critical technology sectors, exclusive worldwide surveys

of network operator decision-makers that identify future purchasing and deploy-

ment plans, and a rich array of custom and consulting services that give clients the

market intelligence needed to compete successfully in the global telecom industry.

Heavy Reading

P.O. Box 1953

New York, NY 10156

Phone: +1 212-600-3000

www.heavyreading.com