RFC 2729

Taxonomy of Communication Requirements for Large-scale Multicast Applications

๐Ÿ“… published December 1999, from ietf

Taxonomy of Communication Requirements for Large-scale Multicast Applications โœจ

RFC 2729 ๐ŸŽ€ (part 1 of 5)

okay so the title block is giving us everything we need ๐Ÿ’… This one is from the Network Working Group and it's written by P. Bagnall, R. Briscoe, and A. Poppitt, all three from BT ๐Ÿฆ‹ It's Category: Informational, dated December 1999. The title block doesn't list anything it obsoletes or updates, so there's no older RFC it's replacing ๐ŸŒธ

Status of This Memo ๐Ÿ“œ

bestie, this part is the legal-ish bit but it's short and sweet ๐Ÿซถ This memo gives information to the Internet community. It does not specify an Internet standard of any kind. Distribution of this memo is unlimited ๐Ÿ’œ

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

Abstract ๐Ÿ”ฎ

so the whole point of this memo is to come up with a classification system for what any large-scale multicast application (LSMA) actually needs from the communications under it ๐Ÿงš And the tea is that one protocol basically can't make everyone happy at once, since all the parties in an LSMA have wildly different needs ๐Ÿ’€ So you have to look at the worst-case scenarios first, which helps you shrink the number of protocols you'd need. Dynamic protocol adaptation is probably going to be necessary, and that means you need logic that maps particular combinations of requirements onto particular mechanisms ๐Ÿ‘‘ Standardizing how applications describe their requirements is a necessary step toward all that. Classification is the first step toward standardization, periodt ๐Ÿ’–

Table of Contents ๐Ÿ—‚๏ธ

   1. Introduction . . . . . . . . . . . . . . . . . . . . . . 2
   2. Definitions of Sessions. . . . . . . . . . . . . . . . . 3
   3. Taxonomy . . . . . . . . . . . . . . . . . . . . . . . . 4
     3.1. Summary of Communications Parameters . . . . . . . . 4
     3.2. Definitions, types and strictest requirements. . . . 5
       3.2.1. Types  . . . . . . . . . . . . . . . . . . . . . 6
       3.2.2. Reliability  . . . . . . . . . . . . . . . . . . 7
         3.2.2.1. Packet Loss  . . . . . . . . . . . . . . . . 7
         3.2.2.2. Component Reliability  . . . . . . . . . . . 8
       3.2.3. Ordering . . . . . . . . . . . . . . . . . . . . 9
       3.2.4. Timeliness . . . . . . . . . . . . . . . . . . . 9
       3.2.5. Session Control  . . . . . . . . . . . . . . . .13
       3.2.6. Session Topology . . . . . . . . . . . . . . . .16
       3.2.7. Directory  . . . . . . . . . . . . . . . . . . .17
       3.2.8. Security . . . . . . . . . . . . . . . . . . . .17
         3.2.8.1. Security Dynamics  . . . . . . . . . . . . .23
       3.2.9. Payment & Charging . . . . . . . . . . . . . . .24
   4. Security Considerations  . . . . . . . . . . . . . . . .25
   5. References   . . . . . . . . . . . . . . . . . . . . . .25
   6. Authors' Addresses . . . . . . . . . . . . . . . . . . .26
   7. Full Copyright Statement . . . . . . . . . . . . . . . .27

1. Introduction ๐ŸŒˆ

this taxonomy is a big pile of parameters that are useful for describing what an LSMA needs from communications ๐Ÿ’… To describe a particular application, you give each parameter a value. Typical ranges of values are given wherever possible. If that's not possible, the type of any possible value is given instead. The parameters get bundled into ten or so higher level categories, but that's just for convenience, not a big deal ๐ŸŽ€

The parameters are pitched at a level that makes sense to application programmers ๐Ÿงš But they describe communications, not applications. Terms like '3D virtual world' or 'shared TV' might hint at communications requirements, but they don't accurately describe them ๐Ÿ™ˆ Assumptions about the likely mechanism for each requirement are avoided where possible, so no sneaky guessing ๐Ÿซถ

Now, the parameters describe communications, and you'll notice there aren't many requirements about routing and so on. That's because applications barely have direct requirements on these second order aspects of communications ๐Ÿฆ‹ Those requirements have to be inferred from application requirements instead, like latency ๐Ÿ’œ

The taxonomy is likely to be useful in a number of ways:

  1. Most simply, it can be used as a checklist to create a requirements statement for a particular LSMA. Example applications will be classified [bagnall98] using the taxonomy in order to exercise (and improve) it โœจ
  2. Because strictest requirements have been defined for many parameters, it will be possible to identify worst case scenarios for the design of protocols ๐Ÿ”ฅ
  3. Because the scope of each parameter has been defined (per session, per receiver etc.), it will be possible to highlight where heterogeneity is going to be most marked ๐ŸŒธ
  4. It is a step towards standardization of the way LSMAs define their communications requirements. This could lead to standard APIs between applications and protocol adaptation middleware ๐Ÿงš
  5. Identification of limitations in current Internet technology for LSMAs to be added to the LSMA limitations memo [limitations] ๐Ÿ“
  6. Identification of gaps in Internet Engineering Task Force (IETF) working group coverage ๐Ÿ‘‘

This approach is meant to complement the one used where application scenarios for Distributed Interactive Simulation (DIS) are proposed in order to generate network design metrics (values of communications parameters). Instead of creating the communications parameters from the applications, we try to imagine applications that might be enabled by stretching communications parameters ๐Ÿฆ„

2. Definition of Sessions ๐ŸŽ€

the following terms don't have an agreed definition yet, so this document defines them for itself ๐Ÿซถ

Session a happening or gathering made of flows of information related by a common description that persists for a non-trivial time (more than a few seconds) such that the participants (be they humans or applications) are involved and interested at intermediate times. A session may be defined recursively as a super-set of other sessions. ๐Ÿ’–

Secure session a session with restricted access ๐Ÿ”’

A session or secure session may be a sub and/or super set of a multicast group. A session can be both a sub and a super-set of a multicast group at the same time, by spanning a number of groups while time-sharing each group with other sessions ๐ŸŒˆ

3. Taxonomy ๐Ÿ“š

3.1 Summary of Communications Parameters ๐Ÿ’…

before the communications parameters get defined, typed, and given worst-case values, they're just listed here for convenience ๐Ÿงš They're also collected under classification headings, so it's easier to scan ๐Ÿ“

      Reliability  . . . . . . . . . . . . . . . . . . . . . . 3.2.1
         Packet loss . . . . . . . . . . . . . . . . . . . . 3.2.1.1
            Transactional
            Guaranteed
            Tolerated loss
            Semantic loss
         Component reliability . . . . . . . . . . . . . . . 3.2.1.2
            Setup fail-over time
            Mean time between failures
            Fail over time during a stream
      Ordering . . . . . . . . . . . . . . . . . . . . . . . . 3.2.2
         Ordering type
      Timeliness . . . . . . . . . . . . . . . . . . . . . . . 3.2.3
         Hard Realtime
         Synchronicity
         Burstiness
         Jitter
         Expiry
         Latency
         Optimum bandwidth
         Tolerable bandwidth
         Required by time and tolerance
         Host performance
         Fair delay
         Frame size
         Content size
      Session Control  . . . . . . . . . . . . . . . . . . . . 3.2.4
         Initiation
         Start time
         End time
         Duration
         Active time
         Session Burstiness
         Atomic join
         Late join allowed ?
         Temporary leave allowed ?
         Late join with catch-up allowed ?
         Potential streams per session
         Active streams per sessions
      Session Topology . . . . . . . . . . . . . . . . . . . . 3.2.5
         Number of senders
         Number of receivers
      Directory  . . . . . . . . . . . . . . . . . . . . . . . 3.2.6
         Fail-over time-out (see Reliability: fail-over time)
         Mobility
      Security . . . . . . . . . . . . . . . . . . . . . . . . 3.2.7
         Authentication strength
         Tamper-proofing
         Non-repudiation strength
         Denial of service
         Action restriction
         Privacy
         Confidentiality
         Retransmit prevention strength
         Membership criteria
         Membership principals
         Collusion prevention
         Fairness
         Action on compromise
      Security dynamics  . . . . . . . . . . . . . . . . . . . 3.2.8
         Mean time between compromises
         Compromise detection time limit
         compromise recovery time limit
      Payment & Charging . . . . . . . . . . . . . . . . . . . 3.2.9
         Total Cost
         Cost per time
         Cost per Mb

3.2 Definitions, types and strictest requirements ๐Ÿ”

the terms in the table above are now defined for the context of this document ๐Ÿ’œ Under each definition, you get the type of its value and, where possible, worst-case values and example applications that would show this requirement ๐Ÿฆ‹

There's no mention of whether a communication is a stream or a discrete interaction. The team tried using that distinction to characterize communications, but it turned out to be remarkably unhelpful, so it got dropped ๐Ÿ™ˆ

3.2.1 Types ๐Ÿงฉ

each requirement has a type, and here's the list of all the types used in the definitions that follow ๐ŸŽ€

Application Benchmark This is some measure of the processor load of an application, in some architecture neutral unit. This is non-trivial, since the processing an application requires may change radically with different hardware, for example a video client with and without hardware support. ๐Ÿ’ป

Bandwidth Measured in bits per second, or a multiple of. ๐Ÿ“ถ

Boolean โœ…

Abstract Currency An abstract currency is one which is adjusted to take inflation into account. The simplest way of doing this is to use the value of a real currency on a specific date. It's effectively a way of assessing the cost of something in "real terms". An example might be 1970 US$. Another measure might be "average man hours". ๐Ÿ’ธ

Currency - current local ๐Ÿ’ฐ

Data Size ๐Ÿ“ฆ

Date (time since epoch) ๐Ÿ“…

Enumeration ๐Ÿ”ข

Fraction โž—

Identifiers A label used to distinguish different parts of a communication. ๐Ÿท๏ธ

Integer ๐Ÿ”Ÿ

Membership list/rule ๐Ÿ“‹

Macro A small piece of executable code used to describe policies. ๐Ÿช„

Time โฐ

3.2.2 Reliability ๐Ÿ›ก๏ธ

3.2.2.1 Packet Loss

okay so packet loss is giving "what happens when stuff goes missing" and there are four flavours of it ๐Ÿฆ‹ let's go bestie ๐Ÿ’…

Transactional

okay transactional is the all-or-nothing queen ๐Ÿ‘‘ when several operations have to happen atomically, transactional comms guarantee that either all of them occur or none of them do, and if something fails it gets flagged ๐Ÿšฉ no in-between, no cap ๐Ÿ’€

Type:                  Boolean
Meaning:               Transactional or Not transaction
Strictest Requirement: Transactional
Scope:                 per stream
Example Application:   Bank credit transfer, debit and credit must
                       be atomic.
NB:                    Transactions are potentially much more
                       complex, but it is believed this is
                       an application layer problem.

Guaranteed

this one is about communications succeeding under certain conditions โœจ it's a whole vibe of "will this actually get there??" ๐Ÿซถ

Type:                  Enumerated
Meaning:               Deferrable - if communication fails it will
                       be deferred until a time when it will be
                       successful.
                       Guaranteed - the communication will succeed
                       so long as all necessary components are
                       working.
                       No guarantee - failure will not be
                       reported.
Strictest Requirement: Deferrable
Example Application:   Stock quote feed - Guaranteed
Scope:                 per stream
NB:                    The application will need to set parameters
                       to more fully define Guarantees, which the
                       middleware may translate into, for example,
                       queue lengths.

Tolerated loss

this one measures how much of a communication can vanish before the application is completely unusable ๐Ÿฅบ it's giving "how much can I lose and still be iconic" ๐ŸŽ€

Type:                  Fraction
Meaning:               fraction of the stream that can be lost
Strictest Requirement: 0%
Scope:                 per stream
Example Application:   Video - 20%

Semantic loss

this is the chosen-ones energy โœจ the application decides how many parts, and which parts, can be thrown away if it has to ๐Ÿงš like the list of frames that are allowed to disappear ๐Ÿ“

Type:                  Identifiers, name disposable application
                       level frames
Meaning:               List of the identifiers of application
                       frames which may be lost
Strictest Requirement: No loss allowed
Scope:                 per stream

Example Application:   Video feed - P frames may be lost, I frames
                       not

3.2.2.2. Component Reliability

this section is all about the components underneath the channel and how they behave when things go sideways ๐Ÿ”ง๐Ÿ’–

Setup Fail-over time

this is the time before a failure is detected and a replacement component gets invoked ๐ŸŒธ from the application's point of view, it's how long a channel might take to set up in exceptional circumstances. it is not the normal delay before a channel gets created, so don't mix them up ๐Ÿ™ˆ

Type:                  Time
Strictest Requirement: Web server - 1 second
Scope:                 per stream
Example Application:   Name lookup - 5 seconds

Mean time between failures

this is the mean time between two consecutive total failures of the channel ๐Ÿ•ฐ๏ธ it's the "how long can I trust this thing" stat ๐Ÿฅน

Type:                  Time
Strictest Requirement: Indefinite
Scope:                 per stream
Example Application:   Telephony - 1000 hours

Fail over time during a stream

this is the time between a stream breaking and a replacement getting set up mid-stream ๐Ÿ˜ญ basically how long the stream is in limbo before the backup shows up ๐Ÿฆ‹

Type:                  Time
Strictest Requirement: Equal to latency requirement
Scope:                 per stream
Example Application:   File Transfer - 10sec

3.2.3. Ordering

okay ordering is the "who went first" department ๐Ÿ’… this is about what ordering the application needs preserved, and honestly it's so important ๐ŸŒˆ

Ordering type

this one specifies what ordering must be preserved for the application ๐Ÿ‘‘ there are three enumerations: timing, sequencing, and causality. each one can be Global, Per Sender, or none ๐Ÿ’œ

Type:                  {
                         Enumeration timing,
                         Enumeration sequencing,
                         Enumeration causality
                       }

Meaning:               Timing - the events are timestamped
                         Global
                         Per Sender
                         none
                       Sequencing - the events are sequenced in
                         order of occurrence
                         Global
                         Per Sender
                         none
                       Causality - the events form a graph
                       relating cause and effect
                         Global
                         Per Sender
                         none
Strictest Requirement: Global, Global, Global
Scope:                 per stream
Example Application:   Game - { none, per sender, global } (to
                       make sure being hit by bullet occurs
                       after the shot is fired!)

3.2.4. Timeliness โœจ

Hard real- time ๐Ÿšจ

Okay so this is the big boss of timeliness ๐Ÿ‘‘. If hard real-time is required, it changes how you read every other requirement in the list ๐Ÿ˜ญ. Any failure to hit the required timing has to get reported before the communication even starts. Soft real-time is way more chill. Nothing is guaranteed to arrive on time, but you can use statistics to estimate the chance of finishing in time, like making sure it's 95% or better ๐Ÿ“Š.

Type:                  Boolean
Meaning:               Hard or Soft realtime
Strictest Requirement: Hard
Scope:                 per stream
Example Application:   Medical monitor - Hard

Synchronicity ๐ŸŽฌ

This is all about keeping the separate parts of a session in sync with each other. Lip-sync is the classic example ๐Ÿ‘„.

Type:                  Time
Meaning:               The maximum time drift between streams
Strictest Requirement: 80ms for human perception
Scope:                 per stream pair/set
Example Application:   TV lip-sync value 80ms
NB:                    the scope is not necessarily the same as
                       the session. Some streams may no need to be
                       sync'd, (say, a score ticker in a football
                       match

Burstiness ๐ŸŒŠ

This one measures how much your bandwidth needs jump around over time. Think clips getting swapped in a chat, or audio that goes from silence to talking ๐Ÿ—ฃ๏ธ.

Type:                  Fraction
Meaning:               either:
                         Variation in b/w as fraction of b/w for
                         variable b/w communications
                       or
                         duty cycle (fraction of time at peak b/w)
                         for intermittent b/w communications.
Strictest Requirement: Variation = max b/w Duty cycle ~ 0
Scope:                 per stream
Example Application:   Sharing video clips, with chat channel -
                       sudden bursts as clips are swapped.
                       Compressed Audio - difference between
                       silence and talking
NB:                    More detailed analysis of communication
                       flow (e.g. max rate of b/w change or
                       Fourier Transform of the b/w requirement) is
                       possible but as complexity increases
                       usefulness and computability decrease.

Jitter ๐Ÿซจ

Jitter is how much the time it takes to get from the sender app to the receiver app wobbles, as seen from the application layer. A jitter requirement basically means you've got a real-time stream, so it doesn't really make sense for something like a file transfer ๐Ÿ™….

Type:                  Time
Meaning:               Maximum permissible time variance
Strictest Requirement: <1ms
Scope:                 per stream
Example Application:   audio streaming - <1ms
NB:                    A jitter requirement implies that the
                       communication is a real-time stream.  It
                       makes relatively little sense for a file
                       transfer for example.

Expiry ๐Ÿ—“๏ธ

This tells you how long the information being transferred stays valid ๐Ÿฅ›.

Type:                  Date
Meaning:               Date at which data expires
Strictest Requirement: For ever
Scope:                 per stream
Example Application:   key distribution - now+3600 seconds (valid
                       for at least one hour)

Latency โฑ๏ธ

This is the time between starting an action and it actually happening, from the app's point of view. If an action has several distinct sequential parts, the latency budget has to get split across them. For process control the requirement can be any value ๐ŸŽ›๏ธ.

Type:                  Time
Strictest Requirement: Near zero for process control apps
Scope:                 per stream
Example Application:   Audio conference 20ms
NB:                    Where an action consists of several
                       distinct sequential parts the latency
                       budget must be split over those parts. For
                       process control the requirement may take
                       any value.

Optimum Bandwidth ๐Ÿƒ

This is the bandwidth you need to finish the communication in time ๐Ÿ’ซ.

Type:                  Bandwidth
Strictest Requirement: No upper limit
Scope:                 per stream
Example Application:   Internet Phone 8kb/s

Tolerable Bandwidth ๐Ÿฅฒ

This is the minimum bandwidth the application can put up with ๐Ÿ˜ค.

Type:                  Bandwidth
Strictest Requirement: No upper limit
Scope:                 per stream
Example Application:   Internet phone 4kb/s

Required by time and tolerance โŒ›

This is the time you'd like the communication to finish by, plus the point where being late makes it totally useless (so you abort, bye ๐Ÿ‘‹).

Type:                  {
                         Date - preferred complete time,
                         Date - essential complete time
                       }
Strictest Requirement: Both now.
Scope:                 per stream
Example Application:   Email - Preferred 5 minutes & Essential in
                       1 day
NB:                    Bandwidth * Duration = Size; only two of
                       these parameters may be specified. An API
                       though could allow application authors to
                       think in terms of any two.

Host performance ๐Ÿ’ป

This is how well the host can create or consume the communication. It's complicated, because load, media type, media quality, hardware assistance, and encoding scheme all affect the processing load ๐Ÿคฏ. These are hard to predict before a communication starts, so they'll need to be measured and adjusted as things go along.

Type:                  Application benchmark
Meaning:               Level of resources required by Application
Strictest Requirement: Full consumption
Scope:                 per stream
Example Application:   Video - consume 15 frames a second
NB:                    Host performance is complex since load,
                       media type, media quality, h/w assistance,
                       and encoding scheme all affect the
                       processing load. These are difficult to
                       predict prior to a communication starting.
                       To some extent these will need to be
                       measured and modified as the communication
                       proceeds.

Frame size ๐Ÿ–ผ๏ธ

This is the size of logical data packets from the application's perspective ๐ŸŽฎ.

Type:                  data size
Strictest Requirement: 6 bytes (gaming)
Scope:                 per stream
Example Application:   video = data size of single frame update

Content size ๐Ÿ“ฆ

This is the total size of the content. It's not relevant for continuous media ๐ŸŽถ.

Type:                  data size
Strictest Requirement: N/A
Scope:                 per stream
Example Application:   document transfer, 4kbytes

3.2.5. Session Control ๐ŸŽ€

This section covers the knobs that control how a session runs ๐ŸŽ›๏ธ.

Initiation ๐Ÿ“ฃ

This is about which initiation mechanism gets used.

Type:                  Enumeration
Meaning:               Announcement - session is publicly
                            announced via a mass distribution
                            system
                       Invitation - specific participants are
                            explicitly invited, e.g. my email
                       Directive - specific participants are
                            forced to join the session
Strictest Requirement: Directive
Scope:                 per stream
Example Application:   Corporate s/w update - Directive

Start Time โฐ

This is the time the sender starts sending!

Type:                  Date
Strictest Requirement: Now
Scope:                 per stream
Example Application:   FTP - at 3am

End Time ๐Ÿ

Type:                  Date
Strictest Requirement: Now
Scope:                 per stream
Example Application:   FTP - Now+30mins

Duration โณ

Here, (end time) - (start time) = (duration), so you only need to specify two of the three ๐Ÿงฎ.

Type:                  Time
Strictest Requirement: - 0ms for discrete, indefinite for streams
Scope:                 per stream
Example Application:   audio feed - 60mins

Active Time ๐Ÿ™Œ

This is the total time the session is active, not counting breaks.

Type:                  Time
Strictest Requirement: equals duration
Scope:                 per stream
Example Application:   Spectator sport transmission

Session Burstiness ๐Ÿ’ฅ

This is the expected level of burstiness across the whole session ๐Ÿ“ˆ.

Type:                  Fraction
Meaning:               Variance as a fraction of maximum bandwidth
Strictest Requirement: =bandwidth
Scope:                 per stream
Example Application:   commentary & slide show: 90% of max

Atomic join โš›๏ธ

The session fails unless a certain proportion of the potential participants accept an invitation to join. You can also specify a specific numeric quorum instead ๐Ÿ™‹โ€โ™€๏ธ.

Type:                  Fraction (proportion required) or int
                       (quorum)
Strictest Requirement: 1.0 (proportion)
Example Application:   price list update, committee meeting
Scope:                 per stream or session
NB:                    whether certain participants are essential
                              is application dependent.

Late join allowed ? ๐Ÿšช

This asks whether joining a session after it has started even makes sense ๐ŸŽฎ.

Type:                  Boolean
Strictest Requirement: allowed
Scope:                 per stream or session
Example Application:   game - not allowed
NB:                    An application may wish to define an
                       alternate session if late join is not
                       allowed

Temporary leave allowed ? ๐Ÿ™‹

This asks whether leaving and then coming back makes sense for the session ๐Ÿ”.

Type:                  Boolean
Strictest Requirement: allowed
Scope:                 per stream or session
Example Application:   FTP - not allowed

Late join with catch-up allowed ? ๐Ÿ“บ

This asks whether there's a mechanism for a late joiner to see what they've missed ๐Ÿƒโ€โ™€๏ธ.

Type:                  Boolean
Strictest Requirement: allowed
Scope:                 per stream or session
Example Application:   sports event broadcast, allowed
NB:                    An application may wish to define an
                       alternate session if late join is not
                       allowed

Potential streams per session ๐ŸŽฅ

This is the total number of streams that are part of the session, whether they're being consumed or not ๐Ÿฟ.

Type:                  Integer
Strictest Requirement: No upper limit
Scope:                 per session
Example Application:   football match mcast - multiple camera's,
                       commentary, 15 streams

Active streams per sessions (i.e. max app can handle) ๐Ÿง 

This is the maximum number of streams an application can consume at the same time ๐Ÿ’….

Type:                  Integer
Strictest Requirement: No upper limit
Scope:                 per session
Example Application:   football match mcast - 6, one main video,
                       four user selected, one audio commentary

3.2.6. Session Topology ๐Ÿฆ‹

Note: topology may be dynamic. One of the challenges in designing adaptive protocol frameworks is to predict the topology before the first join. ๐Ÿ‘€

Number of senders ๐Ÿ“ค

The middleware may pass the number of senders up to the application as a result. โœจ

Type:                  Integer
Strictest Requirement: No upper limit
Scope:                 per stream
Example Application:   network MUD - 100

Number of receivers ๐Ÿ“ฅ

The middleware may also pass the number of receivers up to the application as a result. ๐Ÿ’–

Type:                  Integer
Strictest Requirement: No upper limit
Scope:                 per stream
Example Application:   video mcast - 100,000

3.2.7. Directory ๐Ÿ“’

Fail-over timeout ๐Ÿ•ฐ๏ธ See Reliability: fail-over time.

Mobility ๐Ÿ”„

This one defines the restrictions on when directory entries may be changed. ๐ŸŽ€

Type:                  Enumeration
Meaning:               while entry is in use
                       while entry in unused
                       never
Strictest Requirement: while entry is in use
Scope:                 per stream
Example Application:   voice over mobile phone, while entry is in
                       use (as phone gets new address when
                       changing cell).

3.2.8. Security ๐Ÿ”

Okay bestie, security is giving main character energy. ๐Ÿ‘‘ The strength of any security setup can be stated as the expected cost of mounting a successful attack. That's what lets you compare stuff like physical isolation with encryption mechanisms side by side. ๐Ÿง The cost is measured in an abstract currency, such as 1970 UD$ (to inflation proof). ๐Ÿ’…

Security is an orthogonal requirement, which means it can sit on top of basically any other requirement. Lots of requirements can have a security requirement attached, saying the cost of making the system miss that requirement has to be more than the specified amount. ๐Ÿ”ฅ It can majorly affect everything else though, so when a system is picking its mechanisms and checking whether its requirements are achievable, security is going to be a huge influence. ๐Ÿ˜ญ

Authentication Strength ๐Ÿชช

Authentication is about making sure a principal is who they claim to be. ๐Ÿ™ˆ For each role in a communication (e.g. sender, receiver), there is a strength for authenticating the principal who has taken on that role. The principal could be a person, an organization, or another legal entity. It couldn't be a process, since a process has no legal representation. ๐Ÿค–โŒ

Type:                  Abstract Currency
Meaning:               That the cost of hijacking a role is in
                       excess of the specified amount. Each role
                       is a different requirement.

Strictest Requirement: budget of largest attacker
Scope:                 per stream
Example Application:   inter-governmental conference

Tamper-proofing ๐Ÿงต

This lets the application say how much security goes into making sure a communication isn't tampered with. It's specified as the minimum cost of successfully tampering with the communication. Every non-security requirement gets a tamper-proofing requirement attached. ๐Ÿซถ

Requirement: The cost of tampering with the communication is in
excess of the specified amount.

Type:                  {
                         Abstract Currency,
                         Abstract Currency,
                         Abstract Currency
                       }
Meaning:               cost to alter or destroy data,
                       cost to replay data (successfully),
                       cost to interfere with timeliness.
Scope:                 per stream
Strictest Requirement: Each budget of largest attacker
Example Application:   stock price feed

Non-repudiation strength ๐Ÿ“œ

This one is about how much care goes into making sure there's a reliable audit trail on all interactions. It's measured as the cost of faking an audit trail, which means being able to "prove" an event that never happened. ๐Ÿ•ต๏ธโ€โ™€๏ธ There are a bunch of possible parameters of the event that might need proving. The list below isn't exhaustive, but it shows the typical set of requirements:

  1. Time
  2. Ordering (when relative to other events)
  3. Whom
  4. What (the event itself)

There are also a few events that need to be provable:

  1. sender proved sent
  2. receiver proves received
  3. sender proves received
Type:                  Abstract Currency
Meaning:               minimum cost of faking or denying an event
Strictest Requirement: Budget of largest attacker
Scope:                 per stream
Example Application:   Online shopping system

Denial of service ๐Ÿšซ

Some systems (999,911,112 emergency services access, for example) might need a guarantee that denial of service attacks can't be launched. ๐Ÿšจ That's really hard, maybe impossible, in lots of systems right now, but it's still a requirement, it's just one that can't be met yet. ๐Ÿ˜“

Type:                  Abstract Currency
Meaning:               Cost of launching a denial of service
                       attack is greater than specified amount.
Strictest Requirement: budget of largest attacker
Scope:                 per stream
Example Application:   web hosting, to prevent individual hackers
                       stalling system.

Action restriction ๐Ÿšฆ

For any communication there are two actions: send and receive. Stuff like adding members to a group is done as a send to the membership list. Examining the list is a request to, and a receive from, the list. Other actions can be generalized into send and receive on some communication, or they're application-level issues rather than comms-level ones. ๐Ÿ’Œ

Type:                  Membership list/rule for each action.
Meaning:               predicate for determining permission for
                       role
Strictest Requirement: Send and receive have different policies.
Scope:                 per stream
Example Application:   TV broadcast, sender policy defines
                       transmitter, receiver policy is null.
NB:                    Several actions may share the same
                       membership policy.

Privacy ๐Ÿซฅ

Privacy is all about how well hidden a principal's identity is. This can apply to any interaction. A list of participants might be obscured, and a sender might obscure their identity when they send. ๐ŸŽญ There are also different types of privacy. For example, knowing that two messages came from the same person breaks the strongest type of privacy, even if you still don't know who that sender is. ๐Ÿ˜ณ For each "level" of privacy there's a cost of violating it, and the requirement is that this cost is excessive for the attacker. ๐Ÿ”’

Type:                  {
                         Abstract Currency,
                         Abstract Currency,
                         Abstract Currency,
                         Abstract Currency
                       }
Meaning:               Level of privacy, expected cost to violate
                       privacy level for:-
                       openly identified - this is the unprotected
                           case
                       anonymously identified  - (messages from
                           the same sender can be linked)
                       unadvertised (but traceable) - meaning that
                           traffic can be detected and traced to
                           it's source or destination, this is a
                           breach if the very fact that two
                           specific principals are communicating
                           is sensitive.
                       undetectable
Strictest Requirement: All levels budget of attacker
Scope:                 per stream
Example Application:   Secret ballot voting system
                       openly identified - budget of any
                           interested party
                       anonymously identified - zero
                       unadvertised - zero
                       undetectable - zero

Confidentiality ๐Ÿคซ

Confidentiality is how well protected the content of a communication is from snooping. ๐Ÿ‘€

Type:                  Abstract Currency
Meaning:               Level of Confidentiality, the cost of
                       gaining illicit access to the content of a
                       stream
Strictest Requirement: budget of attacker
Scope:                 per stream
Example Application:   Secure email -  value of transmitted
                       information

Retransmit prevention strength ๐Ÿ”

This one is extremely hard at the moment, but that doesn't mean it isn't a requirement. ๐Ÿฅฒ

Type:                  Abstract Currency
Meaning:               The cost of retransmitting a secure piece
                       of information should exceed the specified
                       amount.
Strictest Requirement: Cost of retransmitting  value of
                       information
Scope:                 per stream

Membership Criteria ๐ŸŽŸ๏ธ

If a principal tries to join a communication, a check gets made to see whether it's allowed in. The requirement is that certain principals get in and others get kept out. ๐Ÿšช Since the application is shielded from network details, there are only two types of specification available: per user, and per organization. An organization can contain other organizations, and each user can be a member of several organizations. ๐Ÿข Rules can also be built on properties of a user (for example, does the user own a key?). Host properties can be used too, so users on slow hosts or hosts running the wrong OS could be excluded. ๐Ÿ’ป

Type:                  Macros
Meaning:               Include or exclude
                           users (list)
                           organizations (list)
                           hosts (list)
                           user properties (rule)
                           org properties (rule)
                           hosts properties (rule)
Strictest Requirement: List of individual users
Scope:                 per stream
Example Application:   Corporate video-conference - organization
                       membership

Collusion prevention ๐Ÿค

This covers which aspects of collusion it's required to prevent. Collusion is defined as malicious co-operation between members of a secure session. ๐Ÿ˜ˆ At first glance it looks like collusion isn't a relevant threat in a multicast, because everyone has the same information. But wherever there's differentiation, it can be exploited, so it's still a thing to watch. ๐Ÿ‘€

Type:                  {
                         Abstract Currency,
                         Abstract Currency,
                         Abstract Currency

Okay so the collusion row is literally the villain origin story of this whole taxonomy ๐Ÿ˜ญ๐Ÿ”ช

      Meaning:               time race collusion - cost of colluding
                             key encryption key (KEK) sharing - cost of
                             colluding
                             sharing of differential QoS (not strictly
                             collusion as across sessions not within
                             one) - cost of colluding
      Strictest Requirement: For all threats cost attackers
                             combined resources
      Scope:                 per stream
      Example Application:   A race where delay of the start signal may
                             be allowed for, but one participant may
                             fake packet delay while receiving the start
                             signal from another participant.
      NB:                    Time race collusion is the most difficult
                             one to prevent. Also note that while these
                             may be requirements for some systems this
                             does not mean there are necessarily
                             solutions. Setting tough requirements may
                             result in the middleware being unable to
                             create a valid channel.

Fairness ๐Ÿค is a meta-requirement, which means it's a requirement about other requirements. It's especially interested in Reliability and Timeliness. When a communication starts, the creator can set a bunch of requirements for these parameters. Principals who join later might want tighter limits, but fairness says any improvement one principal asks for has to be matched by everyone else. So requirements can only be set for the whole group, bestie. This makes it way more likely that these requirements just won't get met ๐Ÿ’€. If fairness isn't an issue, some parts of the network can use friendlier methods to hit the simpler requirements โœจ

      Type:                  Level of variance of the requirement that
                             needs to be fair. For example, if the
                             latency requirement states within 2
                             seconds, the level of fairness required may
                             be that variations in latency are not more
                             than 0.1s. This has in fact become an issue
                             in online gaming (e.g. Quake)
      Meaning:               The variance of performance with respect to
                             any other requirement is less than the
                             specified amount.
      Scope:                 per stream, per requirement
      Example Application:   Networked game, latency to receive
                             positions of players must be within 5ms for
                             all players.

Action on compromise ๐Ÿšจ is the move you make when a compromise gets detected, until the security is reassured. Think of it as the emergency plan that kicks in.

      Type:                  Enumeration
      Meaning:               warn but continue
                             pause
                             abort
      Scope:                 Per stream
      Strictest Requirement: pause
      Example Application:   Secure video conference - if intruder
                             alert, everyone is warned, but they can
                             continue while knowing not to discuss
                             sensitive matters (cf. catering staff
                             during a meeting).

3.2.8.1. Security Dynamics โœจ

Security dynamics are the time-based behaviour of the security mechanisms you deploy ๐Ÿ•ฐ๏ธ They can mess with stuff like latency, or they can just show you the limits of what the system can do. These requirements are usually about the messy, abnormal moments, like when the system gets violated ๐Ÿ˜ค

Mean time between compromises is NOT the same as how strong a system is ๐Ÿ’… A pretty weak system can go ages between compromises if nobody's bothered breaking in, or if only a few people would even want to. So this one is a mix of strength, incentive and scale ๐Ÿง 

      Type:                  Time
      Scope:                 Per stream
      Strictest Requirement: indefinite
      Example Application:   Secure Shell - 1500hrs

Compromise detection time limit is the average time it has to take to detect a compromise. We mean one that the detection system was designed to predict, okay? ๐Ÿ”

      Type:                  Time
      Scope:                 Per stream
      Strictest Requirement: Round trip time
      Example Application:   Secure Shell - 2secs

Compromise recovery time limit is the maximum time it can take to re-seal the security after a breach ๐Ÿ”’ This works together with the compromise detection time limit to show how long the system has to stay quiet so it doesn't get breached again. Say a compromise gets detected after one minute, and recovery takes five. Then that first minute of traffic is now insecure, so everyone has to stay silent for four minutes after detection while the security gets sorted out ๐Ÿคซ๐Ÿซถ

      Type:                  Time
      Scope:                 Per stream
      Strictest Requirement: 1 second
      Example Application:   Audio conference - 10 seconds

3.2.9. Payment & Charging ๐Ÿ’ธ

Total Cost is a cap on how much the whole communication can cost. This is most useful for transfer-style apps rather than streams ๐Ÿ“ฆ

      Type:                  Currency
      Meaning:               Maximum charge allowed
      Scope:                 Per user per stream
      Strictest Requirement: Free
      Example Application:   File Transfer: comms cost must be < 1p/Mb

Cost per Time is the price per unit of time โฑ๏ธ Some apps can't predict how long a communication will last, so it can make more sense to specify a price per time instead ๐ŸŽ€

      Type:                  Currency per timeS
      Scope:                 Per user per stream
      Strictest Requirement: Free
      Example Application:   Video Conference - 15p / minute

Cost per Mb is the price per unit of data ๐Ÿ“Š Some communications get charged by how much data moves through them, so some apps might prefer to specify requirements this way ๐ŸŒธ

      Type:                  Currency per data size
      Scope:                 Per user per stream
      Strictest Requirement: Free
      Example Application:   Email advertising - 15p / Mb

4. Security Considerations ๐Ÿ”

See comprehensive security section of taxonomy. The entire security story lives over there in the comprehensive security section of the taxonomy, so go read that. This one is serious business, bestie ๐Ÿšจ๐Ÿ˜ญ

5. References ๐Ÿ“š

   [Bagnall98]   Bagnall Peter, Poppitt Alan, Example LSMA
                 classifications, BT Tech report,
                 <URL:http://www.labs.bt.com/projects/mware/>

   [limitations] Pullen, M., Myjak, M. and C. Bouwens, "Limitations of
                 Internet Protocol Suite for Distributed Simulation in
                 the Large Multicast Environment", RFC 2502, February
                 1999.

   [rmodp]       Open Distributed Processing Reference Model (RM-ODP),
                 ISO/IEC 10746-1 to 10746-4 or ITU-T (formerly CCITT)
                 X.901 to X.904. Jan 1995.

   [blaze95]     Blaze, Diffie, Rivest, Schneier, Shimomura, Thompson
                 and Wiener, Minimal Key Lengths for Symmetric Ciphers
                 to Provide Adequate Commercial Security, January 1996.

6. Authors' Addresses ๐Ÿซถ

   Peter Bagnall
   c/o B54/77 BT Labs
   Martlesham Heath
   Ipswich, IP5 3RE
   England

   EMail: pete@surfaceeffect.com
   Home page: http://www.surfaceeffect.com/people/pete/


   Bob Briscoe
   B54/74 BT Labs
   Martlesham Heath
   Ipswich, IP5 3RE
   England

   Phone: +44 1473 645196
   Fax:   +44 1473 640929
   EMail: bob.briscoe@bt.com
   Home page: http://www.labs.bt.com/people/briscorj/


   Alan Poppitt
   B54/77 BT Labs
   Martlesham Heath
   Ipswich, IP5 3RE
   England

   Phone: +44 1473 640889
   Fax:   +44 1473 640929
   EMail: apoppitt@jungle.bt.co.uk
   Home page: http://www.labs.bt.com/people/poppitag/

The legal bit comes in full, no edits, because it's important ๐ŸŒˆ

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