MALLOC Working Group                                    M. Handley
INTERNET-DRAFT                                       AT&T Research
July 2, 1999                                             D. Thaler
Expires January 2000                                     Microsoft
                                                         D. Estrin
                                                               ISI

      The Internet Multicast Address Allocation Architecture
                 <draft-ietf-malloc-arch-02.txt>

Status of this Memo

This document is an Internet-Draft and is in full conformance with
all provisions of Section 10 of RFC2026.

Internet-Drafts are working documents of the Internet Engineering
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Copyright Notice

Copyright (C) The Internet Society (1999).  All Rights Reserved.

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1.  Abstract

This document proposes a multicast address allocation architecture
for the Internet.  The architecture is modular with three layers,
comprising a host-server mechanism, an intra-domain server-server
coordination mechanism, and an inter-domain mechanism.

2.  Introduction

This document proposes a multicast address allocation architecture
for the Internet, and is intended to be generic enough to apply to
both IPv4 and IPv6 environments.

As with unicast addresses, the usage of any given multicast
address is limited in two dimensions:

Lifetime:
     an address has a start time and a (possibly infinite) end
     time, between which it is valid.

Scope:
     an address is valid over a specific area of the network.  For
     example, it may be globally valid and unique, or it may be a
     private address which is valid only within a local area.

This architecture assumes that the primary scoping mechanism in
use is administrative scoping, as described in RFC 2365 [1].
While solutions that work for TTL scoping are possible, they
introduce significant additional complication for address
allocation [2].  Moreover, TTL scoping is a poor solution for
multicast scope control, and our assumption is that usage of TTL
scoping will decline before this architecture is widely used.

3.  Requirements

>From a design point of view, the important properties of multicast
allocation mechanisms are robustness, timeliness, low probability
of clashing allocations, and good address space utilization in
situations where space is scare.  Where this interacts with
multicast routing, it is desirable for multicast addresses to be
allocated in a manner that aids aggregation of routing state.

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o    Robustness
   The robustness requirement is that an application requiring the
   allocation of an address should always be able to obtain one,
   even in the presence of other network failures.

o    Timeliness
   From a timeliness point of view, a short delay of up to a few
   seconds is probably acceptable before the client is given an
   address with reasonable confidence in its uniqueness.  If the
   session is defined in advance, the address should be allocated
   as soon as possible, and should not wait until just before the
   session starts.  It is acceptable to change the multicast
   addresses used by the session up until the time when the
   session actually starts, but this should only be done when it
   averts a significant problem such as an address clash that was
   discovered after initial session definition.

o    Availability and Correctness
   A multicast address allocation scheme should always be
   available, and always able to allocate an address that can be
   guaranteed not to clash with that of another session. A top-
   down partitioning of the address space would be required to
   completely guarantee that no clashes would occur.

o    Address Space Packing in Scarcity Situations
   In situations where address space is scarce, partitioning the
   address space in a manner that provides enough spare space in a
   partition to give a reasonable degree of assurance that an
   addresses can still be allocated for a significant time in the
   event of a network partitioning would result in significant
   fragmentation of the address space. In addition, providing
   backup allocation servers in such a hierarchy, so that fail-
   over (including partitioning of a server and its backup from
   each other) does not cause collisions would add further to the
   address space fragmentation.

   Given that we cannot achieve constant availability, guarantee
   no clashes, and achieve good address space usage, we must
   prioritize these properties.  We believe that, when address
   space is scarce, achieving good address space packing and
   constant availability are more important than guaranteeing that
   address clashes never occur.  What we aim for in these
   situations is a very high probability that an address clash
   does not occur, but we accept that there is a finite
   probability of this happening.  Should a clash occur, either

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   the clash can be detected and addresses changed, or hosts
   receiving additional traffic can prune that traffic using
   source-specific prunes available in IGMP version 3, and so we
   do not believe that this is a disastrous situation.

   In summary, tolerating the possibility of clashes is likely to
   allow allocation of a very high proportion of the address space
   in the presence of network conditions such as those observed in
   [3].  We believe that we can get good packing and good
   availability with very good collision avoidance, while we would
   have to compromise packing and availability significantly to
   avoid all collisions.

3.1.  Address Dynamics

Multicast addresses may be allocated in any of three ways:

Static:
     Statically allocated addresses are allocated by IANA for
     specific protocols that require well-known addresses to work.
     Examples of static addresses are 224.0.1.1 which is used for
     the Network Time Protocol and 224.2.127.255 which is used for
     global scope multicast session announcements. Applications
     that use multicast for bootstrap purposes should not normally
     be given their own static multicast address, but should
     bootstrap themselves using a well-known service location
     address which can be used to announce the binding between
     local services and multicast addresses.

     Static addresses typically have a permanent lifetime, and a
     scope defined by the scope range in which they reside.  As
     such, a static address is valid everywhere (although the set
     of receivers may be different depending on location), and may
     be hard-coded into applications, devices, embedded systems,
     etc.  Static addresses are also useful for devices which
     support sending but not receiving multicast IP datagrams
     (Level 1 conformance as specified in RFC 1112 [7]), or even
     are incapable of receiving any data at all, such as a
     wireless broadcasting device.

Scope-relative:
     RFC 2365 [1] reserves the highest 256 addresses in every
     administrative scope range for relative assignments.
     Relative assignments are made by IANA and consist of an

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     offset which is valid in every scope.  Relative addresses are
     reserved for infrastructure protocols which require an
     address in every scope, and this offset may be hard-coded
     into applications, devices, embedded systems, etc. Such
     devices must have a way (e.g. via MZAP [9] or via MADCAP [4])
     to obtain the list of scopes in which they reside.

     The offsets assigned typically have a permanent lifetime, and
     are valid in every scope and location.  Hence, the scope-
     relative address in a given scope range has a lifetime equal
     to that of the scope range in which it falls.

Dynamic:
     For most purposes, the correct way to use multicast is to
     obtain a dynamic multicast address.  These addresses are
     provided on demand and have a specific lifetime.  An
     application should request an address only for as long as it
     expects to need the address.  Under some circumstances, an
     address will be granted for a period of time that is less
     than the time that was requested.  This will occur rarely if
     the request is for a reasonable amount of time.  Applications
     should be prepared to cope with this when it occurs.  At any
     time during the lifetime of an existing address, applications
     may also request an extension of the lifetime, and such
     extensions will be granted when possible.  When the address
     extension is not granted, the application is expected to
     request a new address to take over from the old address when
     it expires, and to be able to cope with this situation
     gracefully.  As with unicast addresses, no guarantee of
     reachability of an address is provided by the network once
     the lifetime expires.

These restrictions on address lifetime are necessary to allow the
address allocation architecture to be organized around address
usage patterns in a manner that ensures addresses are aggregatable
and multicast routing is reasonably close to optimal.  In
contrast, statically allocated addresses may be given sub-optimal
routing.

4.  Overview of the Architecture

The architecture is modular so that each layer may be used,
upgraded, or replaced independently of the others.  Layering also
provides isolation, in that different mechansisms at the same

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layer can be used by different organizations without adversely
impacting other layers.

There are three layers in this architecture (Figure 1). Note that
these layer numbers are different from the layer numbers in the
TCP/IP stack, which describe the path of data packets.

    +--------------------------+         +------------------------+
    |                          |         |                        |
    |       to other peers     |         |   to other peers       |
    |          ||   //         |         |      ||  //   ||       |
    |          Prefix          |         |    Prefix     Prefix   |
    |       Coordinator        |         |Coordinator  Coordinator|
    +------------||------------+         +-------||----//---------+
                 ||Layer 3                       ||   //
    +------------||------------------------------||--//-----------+
    |          Prefix                          Prefix             |
    |       Coordinator=======================Coordinator         |
    |             ^                              ^                |
    |             +----------------+-------------+                |
    |             |       Layer 2  |             |                |
    |     MAAS<---/                |             +---> MAAS       |
    |     ^   ^                    v                    ^         |
    |     .    .                 MAAS                   .         |
    |     .     .Layer 1           ^                    .Layer 1  |
    |     v      v                 .Layer 1             v         |
    | Client   Client              v                 Client       |
    |                           Client                            |
    +-------------------------------------------------------------+
    Figure 1: An Overview of the Multicast Address Allocation Architecture

Layer 1
     A protocol or mechanism that a multicast client uses to
     request a multicast address from a multicast address
     allocation server (MAAS).  When the server grants an address,
     it becomes the server's responsibility to ensure that this
     address is not then reused elsewhere within the same scope
     during the lifetime granted.

     Examples of protocols or mechanisms at this layer include
     MADCAP [4], HTTP to access a web page for allocation, and
     IANA static address assignments.

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     An abstract API for applications to use for dynamic
     allocation, independent of the Layer 1 protocol/mechanism in
     use, is given in [11].

Layer 2
     An intra-domain protocol or mechanism that MAAS's use to
     coordinate allocations with the domain to ensure they do not
     allocate duplicate addresses.  Furthermore, a MAAS must have
     stable storage, or some equivalent robustness mechanism, to
     ensure that uniqueness is preserved across MAAS failures and
     reboots.

     MAASs also use the Layer 2 protocol/mechanism to acquire
     (from "Prefix Coordinators") the ranges of multicast
     addresses out of which they may allocate addresses.

     Examples of protocols or mechanisms at this layer include AAP
     [5], and manual configuration of MAAS's.

Layer 3
     An inter-domain protocol or mechanism that allocates
     multicast address ranges (with lifetimes) to Prefix
     Coordinators. Individual addresses may then be allocated out
     of these ranges by MAAS's inside domains as described above.

     Examples of protocols or mechanisms at this layer include
     MASC [6] (in which Prefix Coordinators are typically routers
     without any stable storage requirement), and static
     allocations by AS number as described in [10].

Each of the three layers serves slightly different purposes and as
such, protocols or mechanisms at each layer may require different
design tradeoffs.

4.1.  Allocation Domains

In this document we use the term allocation domain.  An allocation
domain is an administratively scoped multicast-capable region of
the network, within which a multicast address range assigned by
Layer 3 is relevant. We expect that allocation domains will
normally coincide with unicast Autonomous Systems (AS's).

If an AS is too large, or the network administrator wishes to run

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different intra-domain multicast routing in different parts of an
AS, that AS can be split by manual setup of a multicast boundary
that is not a BGP unicast boundary.  This is done by setting up a
multicast boundary dividing the unicast AS into two or more
multicast allocation domains.

If an AS is too small, and address space is scarce, address space
fragmentation may occur if the AS is its own allocation domain.
Here, the AS can instead be treated as part of its provider's
allocation domain, and use a Layer 2 protocol/mechanism to
coordinate allocation between its MAAS's (if any) and those of its
provider.  An AS should probably take this course of action if:

o    it is connected to a single provider,

o    it does not provide transit for another AS, and

o    it needs fewer than (say) 256 multicast addresses of larger
     than AS scope allocated on average.

5.  Administrative Scoping

To allocate dynamic addresses within administrative scopes, an
MAAS must be able to learn about the address range and textual
name(s) identifying the scope itself, and also must learn what
subrange is valid for dynamic allocation by the MAAS.

The former task, learning the address range and name(s) of a
scope, is provided by MZAP [9].  An MAAS may simply passively
listen to MZAP messages to acquire this information.

For determine the subrange for dynamic allocation, there are two
cases for each scope, corresponding to small "indivisible" scopes,
and big "divisible" scopes.  MZAP also identifies which is the
case for each scope.

(1)  For small scopes, the allocation domain corresponds to the
     entire topology within the administrative scope.  Hence, all
     MAASs inside the scope may use the entire address range
     (minus the last 256 addresses reserved as scope-relative
     addresses), and use the Layer 2 mechanism/protocol to
     coordinate allocations.  For small scopes, Prefix
     Coordinators are not involved.

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     Hence, for small scopes, the effective "allocation domain"
     area may be different for each scope.

(2)  For big scopes (including the global scope), the area inside
     the scope may be large enough that simply using a Layer 2
     mechanism/protocol may be inefficient or otherwise
     undesirable.  In this case, the scope spans multiple
     allocation domains, and the Layer 3 mechanism/protocol must
     be used to divvy up the scoped address space among the
     allocation domains.  Hence, an MAAS may learn of the scope
     via MZAP, but must acquire a subrange from which to allocate
     from a Prefix Coordinator.

6.  Overview of the Allocation Process

Once Layer 3 allocation has been performed for large, divisible
scopes, and each Prefix Coordinator has acquired one or more
prefixes, then those prefixes are passed to all MAAS's within the
Prefix Coordinator's domain via a Layer 2 mechanism/protocol.

MAAS's within the domain receive these prefixes and store them as
the currently allowable addresses for that domain.  Each prefix is
valid for a given lifetime (also acquired via the Layer 3
mechanism/protocol) and is not revoked before the lifetime has
expired.  MAAS's also learn of small scopes (e.g., via MZAP) and
store the prefixes associated with them.

Using the Layer 2 mechanism/protocol, each MAAS ensures that it
will exclude any addresses which have been or will be allocated by
other MAAS's within its domain.

When a client needs a multicast address, it first needs to decide
what the scope of the intended session should be, and locate a
MAAS capable of allocating addresses within that scope.

To pick a scope, the client will either simply choose a well-known
scope, such as the global scope, or it will enumerate the
available scopes (e.g., via multicasting a MADCAP query, or by
listening to MZAP messages over time) and allow a user to select
one.

Locating a MAAS can be done via a variety of methods, including
manual configuration, using a service location protocol such as
SLP [12], or via a mechanism provided by a Layer 1 protocol

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itself.  MADCAP, for instance, includes such a facility.  For
example, when enumerating scopes, the client learns of MAASs as
they respond with the scope information.

Once the client has chosen a scope and located a MAAS, it then
requests an address in that scope from the MAAS located.  Along
with the request it also passes the acceptable range for the
lifetimes of the allocation it desires.  For example, if the Layer
1 protocol in use is MADCAP, the client sends a MADCAP REQUEST
message to the MAAS, and waits for a NAK message or an ACK message
containing the allocated information.

Upon receiving a request from a client, the MAAS then chooses an
unused address in a prefix for the specified scope, with a
lifetime which both satisfies the acceptable range specified by
the client, and is within the lifetime of the actual prefix.

The MAAS uses the Layer 2 mechanism/protocol to ensure that such
an address does not clash with any addresses allocated by other
MAASs.  For example, if Layer 2 uses manual configuration of non-
overlapping prefixes, then this simply consists of adhering to the
range configured in the local MAAS.  If, on the other hand, AAP is
used at Layer 2 to provide less address space fragmentation, the
MAAS advertises the proposed allocation domain-wide using AAP.  If
no clashing AAP claim is received within a short time interval,
then the address is returned to the client via the Layer 1
protocol/mechanism. If a clashing claim is received by the MAAS,
then it chooses a different address and tries again.  AAP also
allows each MAAS to pre-reserve a small "pool" of addresses for
which it need not wait to detect clashes.

If a domain ever begins to run out of available multicast
addresses, a Prefix Coordinator in that domain uses the Layer 3
protocol/mechanism to acquire more space.

7.  References

[1]  D. Meyer, "Administratively Scoped IP Multicast", BCP 23, RFC
     2365, July 1998.

[2]  Mark Handley, "Multicast Session Directories and Address
     Allocation", Chapter 6 of PhD Thesis entitled "On Scalable

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     Multimedia Conferencing Systems", University of London, 1997.
     http://north.east.isi.edu/ mjh/thesis.ps.gz

[3]  Mark Handley, "An Analysis of Mbone Performance", Chapter 4
     of PhD Thesis entitled "On Scalable Multimedia Conferencing
     Systems", University of London, 1997.
     http://north.east.isi.edu/ mjh/thesis.ps.gz

[4]  Hanna, S., Patel, B., and M. Shah, "Multicast Address Dynamic
     Client Allocation Protocol (MADCAP)", Work in progress,
     draft-ietf-malloc-madcap-05.txt, May 1999.

[5]  Handley, M., "Multicast Address Allocation Protocol (AAP)",
     Work in progress, draft-ietf-malloc-aap-00.txt, June 1999.

[6]  Estrin, D., Govindan, R., Handley, M., Kumar, S., Radoslavov,
     P., and D. Thaler, "The Multicast Address-Set Claim (MASC)
     Protocol", Work in progress, draft-ietf-malloc-masc-01.txt,
     August 1998.

[7]  Deering, S., "Host Extensions for IP Multicasting", RFC 1112,
     August 1989.

[8]  Yekhter, Y., and T. Li, "A Border Gateway Protocol 4 (BGP-
     4)", RFC 1771, March 1995.

[9]  Handley, M., Thaler, D., and R. Kermode, "Multicast-Scope
     Zone Announcement Protocol (MZAP)", Work in progress, draft-
     ietf-mboned-mzap-04.txt, June 1999.

[10] Meyer, D., and P. Lothberg, "Static Allocations in 233/8",
     Work in progress, draft-ietf-mboned-static-allocation-00.txt,
     May 1999.

[11] R. Rinlayson, "Abstract API for Multicast Address
     Allocation", Work in progress, draft-ietf-malloc-api-06.txt,
     June 1999.

[12] Veizades, J., Guttman, E., Perkins, C., and S. Kaplan,
     "Service Location Protocol", RFC 2165, June 1997.

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