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<!DOCTYPE rfc SYSTEM "rfc2629.dtd">
<?rfc toc="yes"?>
<?rfc sortrefs="yes"?>

<?rfc compact="yes"?> <?rfc subcompact="no"?>
<?rfc symrefs="yes"?>

<rfc category="bcp" docName="draft-ietf-dhc-topo-conf-01" ipr="trust200902">
  <front>
    <title abbrev="DHCP Topology Customization">
      Customizing DHCP Configuration on the Basis of Network Topology
    </title>
    
    <author fullname="Ted Lemon" initials="T." surname="Lemon">
      <organization>Nominum, Inc.</organization>
      <address>
	<postal>
	  <street>2000 Seaport Blvd</street>
	  <city>Redwood City</city>
	  <region>CA</region>
	  <code>94063</code>
	  <country>USA</country>
	</postal>
	<phone>+1-650-381-6000</phone>
	<email>Ted.Lemon@nominum.com</email>
      </address>
    </author>
    
    <author fullname="Tomek Mrugalski" initials="T." surname="Mrugalski">
      <organization>Internet Systems Consortium, Inc.</organization>
      <address>
	<postal>
	  <street>950 Charter Street</street>
	  <city>Redwood City</city>
	  <region>CA</region>
	  <code>94063</code>
	  <country>USA</country>
	</postal>
	<phone>+1 650 423 1345</phone>
	<email>tomasz.mrugalski@gmail.com</email>
      </address>
    </author>

    <date year="2014" month="February"/>

    <abstract>
      <t>
DHCP servers have evolved over the years to provide significant
functionality beyond that which is described in the DHCP base
specifications.  One aspect of this functionality is support for
context-specific configuration information.  This memo describes some
such features and makes recommendations as to how they can be used.
      </t>
    </abstract>
  </front>
  <middle>
    <section title="Introduction">

      <t>
The <xref target="RFC2131">DHCPv4</xref> and <xref target="RFC3315">
DHCPv6</xref> protocol specifications describe how addresses can be
allocated to clients based on network topology information provided by
the DHCP relay infrastructure.  Address allocation decisions are
integral to the allocation of addresses and prefixes in DHCP.
      </t>

      <t>
The DHCP protocol also describes mechanisms for provisioning devices
with additional configuration information; for example, <xref
target="RFC1034">DNS</xref> server addresses, default DNS search
domains, and similar information.
      </t>

      <t>
Although it was the intent of the authors of these specifications that
DHCP servers would provision devices with configuration information
appropriate to each device's location on the network, this practice
was never documented, much less described in detail.
      </t>

      <t>
Existing DHCP server implementations do in fact provide such
capabilities; the goal of this document is to describe those
capabilities for the benefit both of operators and of protocol
designers who may wish to use DHCP as a means for configuring their
own services, but may not be aware of the capabilities provided by
modern DHCP servers.
      </t>
    </section>

    <section title="Terminology">
      <t hangText="Routable IP address">
	an IP address with a scope of use wider than the local link.
      </t>
      <t hangText="PE router">
	provider edge router.   The provider router closest to the
	customer.
      </t>
      <t hangText="CPE device">
	customer premise equipment device.   Typically a router
	belonging to the customer that connects directly to the
	provider link.
      </t>
    </section>

    <section title="Locality">

      <t>
        <xref target="simple-network"/> illustrates a simple hierarchy of
        network links with Link D serving as a backbone to which the DHCP
        server is attached.
      </t>

      <t>
        <xref target="complex-network"/> illustrates a more complex case.
        Although some of its aspects are unlikely to be seen in an actual
        production networks, they are beneficial for explaining finer
        aspects of the DHCP protocols.
      </t>

      <figure anchor="simple-network" title="A simple network">
	<artwork><![CDATA[
           Link A                   Link B
        |===+===========|    |===========+======|
            |                            |
            |                            |
        +---+---+                    +---+---+
        | relay |                    | relay |
        |   A   |                    |   B   |
        +---+---+                    +---+---+
            |                            |
            |       Link C               |
        |===+==========+=================+======|
                       |
                       |
                  +----+---+        +--------+
                  | router |        |  DHCP  |
                  |    A   |        | Server |
                  +----+---+        +----+---+
                       |                 |
                       |                 |
                       |   Link D        |
        |==============+=================+======|
                       |
                       |
                  +----+---+
                  | router |
                  |    B   |
                  +----+---+
                       |
                       |
        |===+==========+=================+======|
            |       Link E               |
            |                            |
        +---+---+                    +---+---+
        | relay |                    | relay |
        |   C   |                    |   D   |
        +---+---+                    +---+---+
            |                            |
            |                            |
        |===+===========|    |===========+======|
           Link F                   Link G]]>
	</artwork>
      </figure>

      <figure anchor="complex-network" title="Complex network">
	<artwork><![CDATA[
           Link A                   Link B            Link H
        |===+==========|    |=========+======|  |======+======|
            |                         |                |
            |                         |                |
        +---+---+                 +---+---+        +---+---+
        | relay |                 | relay |        | relay |
        |   A   |                 |   B   |        |   G   |
        +---+---+                 +---+---+        +---+---+
            |                         |                |
            |       Link C            |                | Link J
        |===+==========+==============+======|  |======+======|
                       |                               |
                       |                               |
                  +----+---+        +--------+     +---+---+
                  | router |        |  DHCP  |     | relay |
                  |    A   |        | Server |     |   F   |
                  +----+---+        +----+---+     +---+---+
                       |                 |             |
                       |                 |             |
                       |   Link D        |             |
        |==============+=========+=======+=============+======|
                       |         |
                       |         |
                  +----+---+ +---+---+
                  | router | | relay |
                  |    B   | |   E   |
                  +----+---+ +---+---+
                       |         |
                       |         |
        |===+==========+=========+=======+======|
            |       Link E               |
            |                            |
        +---+---+                    +---+---+
        | relay |                    | relay |
        |   C   |                    |   D   |
        +---+---+                    +---+---+
            |                            |
            |                            |
        |===+===========|    |===========+======|
           Link F                   Link G]]>
	</artwork>
      </figure>

      <t>
This diagram allows us to represent a variety of different network
configurations and illustrate how existing DHCP servers can provide
configuration information customized to the particular location from
which a client is making its request.
      </t>

      <t>
It's important to understand the background of how DHCP works when
considering this diagram.  DHCP clients are assumed not to have
routable IP addresses when they are attempting to obtain configuration
information.
      </t>

      <t>
The reason for making this assumption is that one of the functions of
DHCP is to bootstrap the DHCP client's IP address configuration; if
the client does not yet have an IP address configuration, it cannot
route packets to an off-link DHCP server, and so some kind of relay
mechanism is required.
      </t>

      <t>
The details of how this works are different between DHCPv4 and DHCPv6,
but the essence is the same: whether or not the client actually has an
IP configuration, it generally communicates with the DHCP server by
sending its requests to a DHCP relay agent on the local link; this
relay agent, which has a routable IP address, then forwards the DHCP
requests to the DHCP server.  In some cases in DHCPv4, when a DHCP
client has a routable IPv4 address, the message is unicast to the DHCP
server rather than going through a relay agent. In DHCPv6 that is also
possible in case where server is configured with server unicast option
and clients are able to take advantage of it. In such case once the
clients get their (presumably global) addresses, they are able to
contact server directly, bypassing relays. It should be noted that
such a mode is completely controllable by administrators in DHCPv6.
(They may simply choose to not configure server unicast option, thus
forcing clients to send their messages always via relay agents).
      </t>

      <t>
In either case, the DHCP server is able to obtain an IP address that
it knows is on-link for the link to which the DHCP client is
connected: either the DHCPv4 client's routable IPv4 address, or the
relay agent's IP address on the link to which the client is connected.
      </t>

      <t>
In DHCPv6 protocol, there are two mechanisms defined in <xref
target="RFC3315"/> that allow server to distinguish which link the relay
agent is connected to.  The first mechanism is a link-address field in
the RELAY-FORW and RELAY-REPL messages. Somewhat contrary to its name,
relay agents insert an address that is typically global and can be used
to uniquely identify the link on which the client is located. In normal
circumstances this is the solution that is easiest to maintain. It
requires, however, for the relay agent to have an address configured on
its client-facing interface. If for whatever reason that is not feasible
(e.g. because the relay agent does not have a global address), the relay
agent includes an interface-id option that identifies the link clients
are connected to. It is up to administrator to make sure that the
interface-id is unique within his administrative domain.
      </t>

      <t>
DHCPv6 also has support for more finely grained link identification,
using <xref target="RFC6221">Lightweight DHCPv6 Relay Agents</xref>
(LDRA).  In this case, in addition to receiving an IPv6 address that
is on-link for the link to which the client is connected, the DHCPv6
server also receives an Interface Identifier option from the relay
agent that can be used to more precisely identify the client's
location on the network.
      </t>

      <t>
What this means in practice is that the DHCP server in all cases has
sufficient information to pinpoint, at the very least, the layer 3
link to which the client is connected, and in some cases which layer 2
link the client is connected to, when the layer 3 link is aggregated
out of multiple layer 2 links.
      </t>

      <t>
In all cases, then, the DHCP server will have a link-identifying IP
address, and in some cases it may also have a link-specific
identifier.  It should be noted that there is no guarantee that the
link-specific identifier will be unique outside the scope of the
link-identifying IP address.
      </t>

      <t>
It is also possible for link-specific identifiers to be nested, so
that the actual identifier that identifies the link is an aggregate of
two or more link-specific identifiers sent by a set of LDRAs in a
chain; in general this functions exactly as if a single identifier
were received from a single LDRA, so we do not treat it specially in
the discussion below, but sites that use chained LDRA configurations
will need to be aware of this when configuring their DHCP servers.
      </t>

      <t>
So let's examine the implications of this in terms of how a DHCP
server can deliver targeted supplemental configuration information to
DHCP clients.
      </t>
    </section>

    <section title="Simple Subnetted Network">
      <t>
Consider <xref target="simple-network"/> in the context of a simple
subnetted network.  In this network, there are four leaf subnets:
links A, B, F and G, on which DHCP clients will be configured.  Relays
A, B, C and D in this example are represented in the diagram as IP
routers with an embedded relay function, because this is a very
typical configuration, but the relay function can also be provided in
a separate server on each link.
      </t>

      <t>
In a simple network like this, there may be no need for link-specific
configuration in DHCPv6, since local routing information is delivered
through router advertisements.  However, in IPv4, it is very typical
to configure the default route using DHCP; in this case, the default
route will be different on each link.  In order to accomplish this,
the DHCP server will need link-specific configuration for the
default route.
      </t>

      <t>
To illustrate, we will use an example from a hypothetical DHCP server
that uses a simple JSON notation for configuration.  Although we know
of no DHCP server that uses this specific syntax, every commercial
DHCP server provides similar functionality.
      </t>

      <figure anchor="fig-config-example1">
	<artwork><![CDATA[
{"prefixes":
  {"10.0.0.0/24": {"options": {"routers": ["10.0.0.1"]}
		   "on-link": ["a"]}}
   "10.0.1.0/24": {"options": {"routers": ["10.0.1.1"}}
		   "on-link": ["b"]}
   "10.0.2.0/24": {"options": {"routers": ["10.0.2.1"}}
		   "on-link": ["f"]}
   "10.0.3.0/24": {"options": {"routers": ["10.0.3.1"}}
		   "on-link": ["g"]}}
		   ]]>
	</artwork>
	<postamble>Figure 2</postamble>
      </figure>

      <t>
In <xref target="fig-config-example1"/>, we see a configuration
example for this scenario: a set of prefixes, each of which has a set
of options and a list of links for which it is on-link.  We have
defined one option for each prefix: a routers option.  This option
contains a list of values; each list only has one value, and that
value is the IP address of the router specific to the prefix.
      </t>

      <t>
When the DHCP server receives a request, it searches the list of
prefixes for one that encloses the link-identifying IP address
provided by the client or relay agent.  The DHCP server then examines
the options list associated with that prefix and returns those options
to the client.
      </t>

      <t>
So for example a client connected to link A in the example would have
a link-identifying IP address within the 10.0.0.0/24 prefix, so the
DHCP server would match it to that prefix.  Based on the
configuration, the DHCP server would then return a routers option
containing a single IP address: 10.0.0.1.  A client on link F would
have a link-identifying address in the 10.0.2.0/24 prefix, and would
receive a routers option containing the IP address 10.0.2.1.
      </t>
    </section>

    <section title="Relay agent running on a host">
      <t>Relay agent is a DHCP software that may be run on any IP
      node. Although it is typically run on a a router, it doesn't have
      to be one. Relay agent can be run on a host connected to two
      links. That case is presented in <xref target="complex-network"/>.
      There is router B that is connected to links D and E. At the same
      time there is also a host that is connected to the same links. The
      relay agent software is running on that host. That is uncommon, but
      legal configuration.</t>
    </section>

    <section title="Cascade relays">
      <t>Let's observe another case shown in <xref target="complex-network"/>.
      Note that in typical configuration, the clients connected to link G will
      send their requests to relay D which will forward its packets directly
      to the DHCP server. That is typical, but not the only possible configuration.
      It is possible to configure relay agent D to forward client messages to
      relay E which in turn will send it to the DHCP server. This configuration
      is sometimes referred to as cascade relay agents.</t>

      <t>Note that the relaying mechanism works differently in DHCPv4 and in
      DHCPv6. In DHCPv4 only the first relay is able to set the GIADDR field in
      the DHCPv4 packet. Any following relays that receive that packet will not
      change it as the server needs GIADDR information from the first relay
      (i.e. the closest to the client). Server will send the response back to
      the GIADDR address, which is the address of the first relay agent that
      seen the client's message. That means that the client messages travel on a
      different path than the server's responses. A message from client connected
      to link G will travel via relay D, relay E and to the server. A response
      message will be sent from the server to relay D which will send it to the
      client on link G.</t>

      <t>Relaying in DHCPv6 is more structured. Each relay agent encapsulates
      a packet that is destined to the server and sends it towards the server.
      Depending on the configuration that can be server's unicast address,
      a multicast address or next relay agent address. The next relay repeats
      the encapsulation process. Although the resulting packet is more complex
      (may have up to 32 levels of encapsulation if traveled through 32 relays),
      every relay may insert its own options and it is clear which relay agent
      inserted which option.</t>
    </section>

    <section title="Regional Configuration Example">

      <t>
In this example, link C is a regional backbone for an ISP.  Link E is
also a regional backbone for that ISP.  Relays A, B, C and D are PE
routers, and Links A, B, F and G are actually link aggregators with
individual layer 2 circuits to each customer&mdash;for example, the
relays might be DSLAMs or cable head-end systems.  At each customer
site we assume there is a single CPE device attached to the link.
      </t>

      <t>
We further assume that links A, B, F and G are each addressed by a
single prefix, although it would be equally valid for each CPE device
to be numbered on a separate prefix.
      </t>

      <t>
In a real-world deployment, there would likely be many more than two
PE routers connected to each regional backbone; we have kept the
number small for simplicity.
      </t>

      <t>
In this example, the goal is to configure all the devices within a
region with server addresses local to that region, so that service
traffic does not have to be routed between regions unnecessarily.
      </t>
      <figure>
	<artwork><![CDATA[
{"prefixes":
  {"2001:DB8:0:0::/40":   {"on-link": ["A"]}}
   "2001:DB8:100:0::/40": {"on-link": ["B"]}
   "2001:DB8:200:0::/40": {"on-link": ["F"]}
   "2001:DB8:300:0::/40": {"on-link": ["G"]}}

{"links":
  {"A": {"region": "omashu"},
   "B": {"region": "omashu"},
   "F": {"region": "gaoling"},
   "G": {"region": "gaoling"}}}

{"regions":
  {"omashu": {"options":
              {"sip-servers": ["sip.omashu.example.org"],
               "dns-servers": ["dns1.omashu.example.org",
                               "dns2.omashu.example.org"]}},
   "gaoling": {"options":
               {"sip-servers": ["sip.gaoling.example.org"],
                "dns-servers": ["dns1.gaoling.example.org",
                                "dns2.gaoling.example.org"]}}}}
                                ]]>
	</artwork>
	<postamble>Figure 3</postamble>
      </figure>

      <t>
In this example, when a request comes in to the DHCP server with a
link-identifying IP address in the 2001:DB8:0:0::/40 prefix, it is
identified as being on link A.  The DHCP server then looks on the list
of links to see what region the client is in.  Link A is identified as
being in omashu.  The DHCP server then looks up omashu in the set of
regions, and discovers a list of region-specific options.
      </t>

      <t>
The DHCP server then resolves the domain names listed in the options
and sends a sip-server option containing the IP addresses that the
resolver returned for sip.omashu.example.org, and a dns-server option
containing the IP addresses returned by the resolver for
dns1.omashu.example.org and dns2.omashu.example.org.
      </t>

      <t>
Similarly, if the DHCP server receives a request from a DHCP client
where the link-identifying IP address is contained by the prefix
2001:DB8:300:0::/40, then the DHCP server identifies the client as
being connected to link G.  The DHCP server then identifies link G as
being in the gaoling region, and returns the sip-servers and
dns-servers options specific to that region.
      </t>

      <t>
As with the previous example, the exact configuration syntax and
structure shown above does not precisely match what existing DHCP
servers do, but the behavior illustrated in this example can be
accomplished with all existing commercial DHCP servers.
      </t>
    </section>
    <section title="Dynamic Lookup">

      <t>
In the Regional example, the configuration listed several domain names
as values for the sip-servers and dns-servers options.  The wire
format of both of these options contains one or more IPv6
addresses&mdash;there is no way to return a domain name to the client.
      </t>

      <t>
This was understood to be an issue when the original DHCP protocol was
defined, and historical implementations even from the very early days
would accept domain names and resolve them.  Some early DHCP
implementations, particularly those based on earlier BOOTP
implementations, had very limited capacity for reconfiguration.
      </t>

      <t>
However, all modern commercial DHCP servers handle name resolution by
querying the resolver each time a DHCP packet comes in.  This means
that if DHCP servers and DNS servers are managed by different
administrative entities, there is no need for the administrators of
the DHCP servers and DNS servers to communicate when changes are made.
When changes are made to the DNS server, these changes are immediately
and automatically adopted by the DHCP server.  Similarly, when DHCP
server configurations change, DNS server administrators need not be
aware of this.
      </t>
      <t>
It's worth noting that DNS is not the only way to resolve names, and
not all DHCP servers support other techniques (e.g., NIS+ or WINS).
However, since these protocols have all but vanished from common use,
this won't be an issue in new deployments.
      </t>
    </section>
    <section title="Relay Agent Configurations">
      <t>
It's worth mentioning that although we talk about relay agents and
routers in this document mostly as if they are the same device, this
is by no means required by the DHCP protocol.  The relay agent is
simply a service that operates on a link, receiving link-local
multicasts or broadcasts and relaying them, using IP routing, to a
DHCP server.  As long as the relay has an IP address on the link, and
a default route or more specific route through which it can reach a
DHCP server, it need not be a router, or even have multiple
interfaces.
      </t>
    </section>


    <section title="Mutliple subnets on the same link">
      <t>There are scenarios where there is more than one subnet from the same
      protocol family (i.e. two or more IPv4 subnets or two or more IPv6
      subnets) configured on the same layer 3 link.  One example is a slow
      network renumbering where some services are migrated to the new addressing
      scheme, but some aren't yet.  Second example is a cable network, where
      cable modems and the devices connected behind them are connected to the
      same layer 2 link. However, operators want the cable modems and user
      devices to get addresses from distinct address spaces, so users couldn't
      easily access their modems management interfaces. Such a configuration is
      often referred to as shared subnets.</t>
      <t>To support such an configuration, additional differentiating
      information is required. Many DHCP server implementations offer a feature
      that is typically called client classification. The server segregates
      incoming packets into one or more classes based on certain packet
      characteristics, e.g. presence or value of certains options or even a
      match between existing options. Servers require additional information to
      handle such configuration, as it can't use the topographical property
      of the relay addresses alone to properly choose a subnet. Such information
      is always implementation specific.</t>
    </section>

    <section title="Acknowledgments">
      <t>
Thanks to Dave Thaler for suggesting that even though "everybody
knows" how DHCP servers are deployed in the real world, it might be
worthwhile to have an IETF document that explains what everybody
knows, because in reality not everybody is an expert in how DHCP
servers are administered.
      </t>
    </section>
    <section title="Security Considerations">
      <t>
This document explains existing practice with respect to the use of
Dynamic Host Configuration Protocol [RFC2131] and Dynamic Host
Configuration Protocol Version 6 [RFC3315].  The security
considerations for these protocols are described in their
specifications and in related documents that extend these protocols.
This document introduces no new functionality, and hence no new
security considerations.
      </t>
    </section>
    <section title="IANA Considerations">
      <t>
The IANA is hereby absolved of any requirement to take any action in relation to this document.
      </t>
    </section>
  </middle>
  <back>
    <references title="Normative References">
      <?rfc include="reference.RFC.2131" ?>
      <?rfc include="reference.RFC.3315" ?>
    </references>

    <references title="Informative References">
      <?rfc include="reference.RFC.1034" ?>
      <?rfc include="reference.RFC.6221" ?>
    </references>
  </back>
</rfc>
