Internet Engineering Task Force (IETF)                           N. Zong
Request for Comments: 7264                                      X. Jiang
Category: Standards Track                                        R. Even
ISSN: 2070-1721                                      Huawei Technologies
                                                               Y. Zhang
                                                 CoolPad / China Mobile
                                                              June 2014


An Extension to the REsource LOcation And Discovery (RELOAD) Protocol
                    to Support Relay Peer Routing

Abstract

  This document defines an optional extension to the REsource LOcation
  And Discovery (RELOAD) protocol to support the relay peer routing
  mode.  RELOAD recommends symmetric recursive routing for routing
  messages.  The new optional extension provides a shorter route for
  responses, thereby reducing overhead on intermediate peers.  This
  document also describes potential cases where this extension can be
  used.

Status of This Memo

  This is an Internet Standards Track document.

  This document is a product of the Internet Engineering Task Force
  (IETF).  It represents the consensus of the IETF community.  It has
  received public review and has been approved for publication by the
  Internet Engineering Steering Group (IESG).  Further information on
  Internet Standards is available in Section 2 of RFC 5741.

  Information about the current status of this document, any errata,
  and how to provide feedback on it may be obtained at
  http://www.rfc-editor.org/info/rfc7264.
















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Copyright Notice

  Copyright (c) 2014 IETF Trust and the persons identified as the
  document authors.  All rights reserved.

  This document is subject to BCP 78 and the IETF Trust's Legal
  Provisions Relating to IETF Documents
  (http://trustee.ietf.org/license-info) in effect on the date of
  publication of this document.  Please review these documents
  carefully, as they describe your rights and restrictions with respect
  to this document.  Code Components extracted from this document must
  include Simplified BSD License text as described in Section 4.e of
  the Trust Legal Provisions and are provided without warranty as
  described in the Simplified BSD License.





































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Table of Contents
  1. Introduction ....................................................3
  2. Terminology .....................................................4
  3. Overview ........................................................5
     3.1. RPR ........................................................5
     3.2. Scenarios Where RPR Can Be Used ............................6
          3.2.1. Managed or Closed P2P Systems .......................6
          3.2.2. Using Bootstrap Nodes as Relay Peers ................7
          3.2.3. Wireless Scenarios ..................................7
  4. Relationship between SRR and RPR ................................7
     4.1. How RPR Works ..............................................7
     4.2. How SRR and RPR Work Together ..............................7
  5. RPR Extensions to RELOAD ........................................8
     5.1. Basic Requirements .........................................8
     5.2. Modification to RELOAD Message Structure ...................8
          5.2.1. Extensive Routing Mode ..............................8
     5.3. Creating a Request .........................................9
          5.3.1. Creating a Request for RPR ..........................9
     5.4. Request and Response Processing ............................9
          5.4.1. Destination Peer: Receiving a Request and
                 Sending a Response ..................................9
          5.4.2. Sending Peer: Receiving a Response .................10
          5.4.3. Relay Peer Processing ..............................10
  6. Overlay Configuration Extension ................................10
  7. Discovery of Relay Peers .......................................11
  8. Security Considerations ........................................11
  9. IANA Considerations ............................................11
     9.1. A New RELOAD Forwarding Option ............................11
  10. Acknowledgments ...............................................11
  11. References ....................................................12
     11.1. Normative References .....................................12
     11.2. Informative References ...................................12
  Appendix A. Optional Methods to Investigate Peer Connectivity .....13
  Appendix B. Comparison of Cost of SRR and RPR .....................14
    B.1. Closed or Managed Networks .................................14
    B.2. Open Networks ..............................................15

1.  Introduction

  The REsource LOcation And Discovery (RELOAD) protocol [RFC6940]
  recommends symmetric recursive routing (SRR) for routing messages and
  describes the extensions that would be required to support additional
  routing algorithms.  In addition to SRR, two other routing options --
  direct response routing (DRR) and relay peer routing (RPR) -- are
  also discussed in Appendix A of [RFC6940].  As we show in Section 3,
  RPR is advantageous over SRR in some scenarios in that RPR can reduce
  load (CPU and link bandwidth) on intermediate peers.  RPR works
  better in a network where relay peers are provisioned in advance so



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  that relay peers are publicly reachable in the P2P system.  In other
  scenarios, using a combination of RPR and SRR together is more likely
  to provide benefits than if SRR is used alone.

  Note that in this document we focus on the RPR mode and its
  extensions to RELOAD to produce a standalone solution.  Please refer
  to [RFC7263] for details on the DRR mode.

  We first discuss the problem statement in Section 3.  How to combine
  RPR and SRR is presented in Section 4.  An extension to RELOAD to
  support RPR is defined in Section 5.  Discovery of relay peers is
  introduced in Section 7.  Some optional methods to check peer
  connectivity are introduced in Appendix A.  In Appendix B, we give a
  comparison of the cost of SRR and RPR in both managed and open
  networks.

2.  Terminology

  The key words "MUST", "MUST NOT", "REQUIRED", "SHALL", "SHALL NOT",
  "SHOULD", "SHOULD NOT", "RECOMMENDED", "MAY", and "OPTIONAL" in this
  document are to be interpreted as described in RFC 2119 [RFC2119].

  We use terminology and definitions from the base RELOAD specification
  [RFC6940] extensively in this document.  We also use terms defined in
  the NAT behavior discovery document [RFC5780].  Other terms used in
  this document are defined inline when used and are also defined below
  for reference.

     Publicly Reachable: A peer is publicly reachable if it can receive
     unsolicited messages from any other peer in the same overlay.
     Note: "Publicly" does not mean that the peers must be on the
     public Internet, because the RELOAD protocol may be used in a
     closed network.

     Relay Peer: A relay peer is a type of publicly reachable peer that
     can receive unsolicited messages from all other peers in the
     overlay and forward the responses from destination peers towards
     the sender of the request.

     Relay Peer Routing (RPR): "RPR" refers to a routing mode in which
     responses to Peer-to-Peer SIP (P2PSIP) requests are sent by the
     destination peer to a relay peer transport address that will
     forward the responses towards the sending peer.  For simplicity,
     the abbreviation "RPR" is used in the rest of this document.







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     Symmetric Recursive Routing (SRR): "SRR" refers to a routing mode
     in which responses follow the reverse path of the request to get
     to the sending peer.  For simplicity, the abbreviation "SRR" is
     used in the rest of this document.

     Direct Response Routing (DRR): "DRR" refers to a routing mode in
     which responses to P2PSIP requests are returned to the sending
     peer directly from the destination peer based on the sending
     peer's own local transport address(es).  For simplicity, the
     abbreviation "DRR" is used in the rest of this document.

3.  Overview

  RELOAD is expected to work under a great number of application
  scenarios.  The situations where RELOAD is to be deployed differ
  greatly.  For instance, some deployments are global, such as a
  Skype-like system intended to provide public service, while others
  run in small-scale closed networks.  SRR works in any situation, but
  RPR may work better in some specific scenarios.

3.1.  RPR

  RELOAD is a simple request-response protocol.  After sending a
  request, a peer waits for a response from a destination peer.  There
  are several ways for the destination peer to send a response back to
  the source peer.  In this section, we will provide detailed
  information on RPR.  Note that the same types of illustrative
  settings can be found in Appendix B.1 of [RFC7263].

  If peer A knows it is behind a NAT or NATs and knows one or more
  relay peers with whom they have had prior connections, peer A can try
  RPR.  Assume that peer A is associated with relay peer R.  When
  sending the request, peer A includes information describing peer R's
  transport address in the request.  When peer X receives the request,
  peer X sends the response to peer R, which forwards it directly to
  peer A on the existing connection.  Figure 1 illustrates RPR.  Note
  that RPR also allows a shorter route for responses compared to SRR;
  this means less overhead on intermediate peers.  Establishing a
  connection to the relay with Transport Layer Security (TLS) requires
  multiple round trips.  Please refer to Appendix B for a cost
  comparison between SRR and RPR.










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    A            B            C             D           X           R
    |  Request   |            |            |            |           |
    |----------->|            |            |            |           |
    |            | Request    |            |            |           |
    |            |----------->|            |            |           |
    |            |            | Request    |            |           |
    |            |            |----------->|            |           |
    |            |            |            | Request    |           |
    |            |            |            |----------->|           |
    |            |            |            |            | Response  |
    |            |            |            |            |---------->|
    |            |            |            |  Response  |           |
    |<-----------+------------+------------+------------+-----------|
    |            |            |            |            |           |

                           Figure 1: RPR Mode

  This technique relies on the relative population of peers such as
  peer A that require relay peers, and peers such as peer R that are
  capable of serving as relay peers.  It also requires a mechanism to
  enable peers to know which peers can be used as their relays.  This
  mechanism may be based on configuration -- for example, as part of
  the overlay configuration, an initial list of relay peers can be
  supplied.  Another option is a response message in which the
  responding peer can announce that it can serve as a relay peer.

3.2.  Scenarios Where RPR Can Be Used

  In this section, we will list several scenarios where using RPR would
  improve performance.

3.2.1.  Managed or Closed P2P Systems

  As described in Section 3.2.1 of [RFC7263], many P2P systems run in a
  closed or managed environment so that network administrators can
  better manage their system.  For example, the network administrator
  can deploy several relay peers that are publicly reachable in the
  system and indicate their presence in the configuration file.  After
  learning where these relay peers are, peers behind NATs can use RPR
  with help from these relay peers.  Peers MUST also support SRR in
  case RPR fails.

  Another usage is to install relay peers on the managed network
  boundary, allowing external peers to send responses to peers inside
  the managed network.






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3.2.2.  Using Bootstrap Nodes as Relay Peers

  Bootstrap nodes are typically publicly reachable in a RELOAD
  architecture.  As a result, one possible scenario would be to use the
  bootstrap nodes as relay peers for use with RPR.  A relay peer SHOULD
  be publicly accessible and maintain a direct connection with its
  client.  As such, bootstrap nodes are well suited to play the role of
  relay peers.

3.2.3.  Wireless Scenarios

  In some mobile deployments, using RPR may help reduce radio battery
  usage and bandwidth by the intermediate peers.  The service provider
  may recommend using RPR based on his knowledge of the topology.

4.  Relationship between SRR and RPR

4.1.  How RPR Works

  Peers using RPR MUST maintain a connection with their relay peer(s).
  This can be done in the same way as establishing a neighbor
  connection between peers using the Attach method [RFC6940].

  A requirement for RPR is that the source peer convey its relay peer's
  (or peers') transport address(es) in the request so the destination
  peer knows where the relay peers are and will send the response to a
  relay peer first.  The request MUST also include the requesting
  peer's Node-ID or IP address, which enables the relay peer to route
  the response back to the right peer.

  Note that being a relay peer does not require that the relay peer
  have more functionality than an ordinary peer.  Relay peers comply
  with the same procedure as an ordinary peer to forward messages.  The
  only difference is that there may be a larger traffic burden on relay
  peers.  Relay peers can decide whether to accept a new connection
  based on their current burden.

4.2.  How SRR and RPR Work Together

  RPR is not intended to replace SRR.  It is better to use these two
  modes together to adapt to each peer's specific situation.  Note that
  the informative suggestions for how to transition between SRR and RPR
  are the same as those for DRR.  Please refer to Section 4.2 of
  [RFC7263] for more details.  If a relay peer is provided by the
  service provider, peers SHOULD prefer RPR over SRR.  However, RPR
  SHOULD NOT be used in the open Internet or if the administrator does





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  not feel he has enough information about the overlay network
  topology.  A new overlay configuration element specifying the usage
  of RPR is defined in Section 6.

5.  RPR Extensions to RELOAD

  Adding support for RPR requires extensions to the current RELOAD
  protocol.  In this section, we define the required extensions,
  including extensions to message structure and message processing.

5.1.  Basic Requirements

  All peers MUST be able to process requests for routing in SRR and MAY
  support RPR routing requests.

5.2.  Modification to RELOAD Message Structure

  RELOAD provides an extensible framework to accommodate future
  extensions.  In this section, we define an RPR routing option for the
  extensive routing mode specified in [RFC7263].  The state-keeping
  flag [RFC7263] is needed to support the RPR mode.

5.2.1.  Extensive Routing Mode

  The new RouteMode value for RPR is defined below for the
  ExtensiveRoutingModeOption structure:

  enum {(0),DRR(1),RPR(2),(255)} RouteMode;
  struct {
          RouteMode               routemode;
          OverlayLinkType         transport;
          IpAddressPort           ipaddressport;
          Destination             destinations<1..2^8-1>;
  } ExtensiveRoutingModeOption;

  Note that the DRR value in RouteMode is defined in [RFC7263].

  RouteMode: refers to which type of routing mode is indicated to the
  destination peer.

  OverlayLinkType: refers to the transport type that is used to deliver
  responses from the destination peer to the relay peer.

  IpAddressPort: refers to the transport address that the destination
  peer should use for sending responses.  This will be a relay peer
  address for RPR.





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  Destination: refers to the relay peer itself.  If the routing mode is
  RPR, then the destination contains two items: the relay peer's
  Node-ID and the sending peer's Node-ID.

5.3.  Creating a Request

5.3.1.  Creating a Request for RPR

  When using RPR for a transaction, the sending peer MUST set the
  IGNORE-STATE-KEEPING flag in the ForwardingHeader.  Additionally, the
  peer MUST construct and include a ForwardingOption structure in the
  ForwardingHeader.  When constructing the ForwardingOption structure,
  the fields MUST be set as follows:

  1)  The type MUST be set to extensive_routing_mode.

  2)  The ExtensiveRoutingModeOption structure MUST be used for the
      option field within the ForwardingOption structure.  The fields
      MUST be defined as follows:

      2.1)  routemode set to 0x02 (RPR).

      2.2)  transport set as appropriate for the relay peer.

      2.3)  ipaddressport set to the transport address of the relay
            peer through which the sender wishes the message relayed.

      2.4)  The destination structure MUST contain two values.  The
            first MUST be defined as type "node" and set with the
            values for the relay peer.  The second MUST be defined as
            type "node" and set with the sending peer's own values.

5.4.  Request and Response Processing

  This section gives normative text for message processing after RPR is
  introduced.  Here, we only describe the additional procedures for
  supporting RPR.  Please refer to [RFC6940] for RELOAD base
  procedures.

5.4.1.  Destination Peer: Receiving a Request and Sending a Response

  When the destination peer receives a request, it will check the
  options in the forwarding header.  If the destination peer cannot
  understand the extensive_routing_mode option in the request, it MUST
  attempt to use SRR to return an "Error_Unknown_Extension" response
  (defined in Sections 6.3.3.1 and 14.9 of [RFC6940]) to the sending
  peer.




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  If the routing mode is RPR, the destination peer MUST construct a
  destination_list for the response with two entries as defined in
  [RFC6940].  The first entry MUST be set to the relay peer's Node-ID
  from the option in the request, and the second entry MUST be the
  sending peer's Node-ID from the option in the request.

  In the event that the routing mode is set to RPR and there are not
  exactly two destinations, the destination peer MUST try to send an
  "Error_Unknown_Extension" response (defined in Sections 6.3.3.1 and
  14.9 of [RFC6940]) to the sending peer using SRR.

  After the peer constructs the destination_list for the response, it
  sends the response to the transport address, which is indicated in
  the ipaddressport field in the option using the specific transport
  mode in the ForwardingOption.  If the destination peer receives a
  retransmit with SRR preference on the message it is trying to respond
  to now, the responding peer SHOULD abort the RPR response and
  use SRR.

5.4.2.  Sending Peer: Receiving a Response

  Upon receiving a response, the peer follows the rules in [RFC6940].
  If the sender used RPR and did not get a response until the timeout,
  it MAY resend the message using either RPR (but with a different
  relay peer, if available) or SRR.

5.4.3.  Relay Peer Processing

  Relay peers are designed to forward responses to peers who are not
  publicly reachable.  For the routing of the response, this document
  still uses the destination_list.  The only difference from SRR is
  that the destination_list is not the reverse of the via_list.
  Instead, it is constructed from the forwarding option as described
  below.

  When a relay peer receives a response, it MUST follow the rules in
  [RFC6940].  It receives the response, validates the message,
  readjusts the destination_list, and forwards the response to the next
  hop in the destination_list based on the connection table.  There is
  no added requirement for the relay peer.

6.  Overlay Configuration Extension

  This document uses the new RELOAD overlay configuration element,
  "route-mode", inside each "configuration" element, as defined in
  Section 6 of [RFC7263].  The route mode MUST be "RPR".





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7.  Discovery of Relay Peers

  There are several ways to distribute information about relay peers
  throughout the overlay.  P2P network providers can deploy some relay
  peers and advertise them in the configuration file.  With the
  configuration file at hand, peers can get relay peers to try RPR.
  Another way is to consider the relay peer as a service; some service
  advertisement and discovery mechanism can then also be used for
  discovering relay peers -- for example, using the same mechanism as
  that used in Traversal Using Relays around NAT (TURN) server
  discovery as discussed in [RFC6940].  Another option is to let a peer
  advertise its capability to be a relay in the response to an Attach
  or Join [RFC6940].

8.  Security Considerations

  The normative security recommendations of Section 13 of [RFC6940] are
  applicable to this document.  As a routing alternative, the security
  part of RPR conforms to Section 13.6 of [RFC6940], which describes
  routing security.  RPR behaves like a DRR requesting node towards the
  destination node.  The RPR relay peer is not necessarily an arbitrary
  node -- for example, a managed network, a bootstrap node, or a
  configured relay peer; it should be a trusted node, because a trusted
  node will be less of a risk, as outlined in Section 13 of [RFC6940].

  In order to address possible DoS attacks, the relay peer SHOULD also
  limit the number of maximum connections; this is required in order to
  also reduce load on the relay peer, as explained in Section 4.1.

9.  IANA Considerations

9.1.  A New RELOAD Forwarding Option

  A new RELOAD Forwarding Option type has been added to the "RELOAD
  Forwarding Option Registry" defined in [RFC6940].

  Code: 2
  Forwarding Option: extensive_routing_mode

10.  Acknowledgments

  David Bryan helped extensively with this document and helped provide
  some of the text, analysis, and ideas contained here.  The authors
  would like to thank Ted Hardie, Narayanan Vidya, Dondeti Lakshminath,
  Bruce Lowekamp, Stephane Bryant, Marc Petit-Huguenin, and Carlos
  Jesus Bernardos Cano for their constructive comments.





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11.  References

11.1.  Normative References

  [RFC2119]  Bradner, S., "Key words for use in RFCs to Indicate
             Requirement Levels", BCP 14, RFC 2119, March 1997.

  [RFC6940]  Jennings, C., Lowekamp, B., Rescorla, E., Baset, S., and
             H. Schulzrinne, "REsource LOcation And Discovery (RELOAD)
             Base Protocol", RFC 6940, January 2014.

  [RFC7263]  Zong, N., Jiang, X., Even, R., and Y. Zhang, "An Extension
             to the REsource LOcation And Discovery (RELOAD) Protocol
             to Support Direct Response Routing", RFC 7263, June 2014.

11.2.  Informative References

  [RFC3424]  Daigle, L. and IAB, "IAB Considerations for UNilateral
             Self-Address Fixing (UNSAF) Across Network Address
             Translation", RFC 3424, November 2002.

  [RFC5780]  MacDonald, D. and B. Lowekamp, "NAT Behavior Discovery
             Using Session Traversal Utilities for NAT (STUN)",
             RFC 5780, May 2010.



























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Appendix A.  Optional Methods to Investigate Peer Connectivity

  This section is for informational purposes only and provides some
  mechanisms that can be used when the configuration information does
  not specify if RPR can be used.  It summarizes some methods that can
  be used by a peer to determine its own network location compared with
  NAT.  These methods may help a peer to decide which routing mode it
  may wish to try.  Note that there is no foolproof way to determine
  whether a peer is publicly reachable, other than via out-of-band
  mechanisms.  This document addresses UNilateral Self-Address Fixing
  (UNSAF) [RFC3424] considerations by specifying a fallback plan to SRR
  [RFC6940].  SRR is not an UNSAF mechanism.  This document does not
  define any new UNSAF mechanisms.

  For RPR to function correctly, a peer may attempt to determine
  whether it is publicly reachable.  If it is not, RPR may be chosen to
  route the response with help from relay peers, or the peers should
  fall back to SRR.  NATs and firewalls are two major contributors to
  preventing RPR from functioning properly.  There are a number of
  techniques by which a peer can get its reflexive address on the
  public side of the NAT.  After obtaining the reflexive address, a
  peer can perform further tests to learn whether the reflexive address
  is publicly reachable.  If the address appears to be publicly
  reachable, the peer to which the address belongs can be a candidate
  to serve as a relay peer.  Peers that are not publicly reachable may
  still use RPR to shorten the response path, with help from relay
  peers.

  Some conditions that are unique in P2PSIP architecture could be
  leveraged to facilitate the tests.  In a P2P overlay network, each
  peer has only a partial view of the whole network and knows of a few
  peers in the overlay.  P2P routing algorithms can easily deliver a
  request from a sending peer to a peer with whom the sending peer has
  no direct connection.  This makes it easy for a peer to ask other
  peers to send unsolicited messages back to the requester.

  The approaches for a peer to get the addresses needed for further
  tests, as well as the test for learning whether a peer may be
  publicly reachable, are the same as those for DRR.  Please refer to
  Appendix A of [RFC7263] for more details.











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RFC 7264                       P2PSIP RPR                      June 2014


Appendix B.  Comparison of Cost of SRR and RPR

  The major advantage of using RPR is that it reduces the number of
  intermediate peers traversed by the response.  This reduces the load,
  such as processing and communication bandwidth, on those peers'
  resources.

B.1.  Closed or Managed Networks

  As described in Section 3, many P2P systems run in a closed or
  managed environment (e.g., carrier networks), so network
  administrators would know that they could safely use RPR.

  The number of hops for a response in SRR and in RPR are listed in the
  following table.  Note that the same types of illustrative settings
  can be found in Appendix B.1 of [RFC7263].

          Mode       | Success | No. of Hops | No. of Msgs
          ------------------------------------------------
          SRR        |  Yes    |     log(N)  |    log(N)
          RPR        |  Yes    |     2       |    2
          RPR (DTLS) |  Yes    |     2       |    7+2

       Table 1: Comparison of SRR and RPR in Closed Networks

  From the above comparison, it is clear that:

  1)  In most cases when the number of peers (N) > 4 (2^2), RPR uses
      fewer hops than SRR.  Using a shorter route means less overhead
      and resource usage on intermediate peers, which is an important
      consideration for adopting RPR in the cases where such resources
      as CPU and bandwidth are limited, e.g., the case of mobile,
      wireless networks.

  2)  In the cases when N > 512 (2^9), RPR also uses fewer messages
      than SRR.

  3)  In the cases when N < 512, RPR uses more messages than SRR (but
      still uses fewer hops than SRR), so the consideration of whether
      to use RPR or SRR depends on other factors such as using less
      resources (bandwidth and processing) from the intermediate peers.
      Section 4 provides use cases where RPR has a better chance of
      working or where the considerations of intermediary resources are
      important.







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RFC 7264                       P2PSIP RPR                      June 2014


B.2.  Open Networks

  In open networks (e.g., the Internet) where RPR is not guaranteed to
  work, RPR can fall back to SRR if it fails after trial, as described
  in Section 4.2.  Based on the same settings as those listed in
  Appendix B.1, the number of hops, as well as the number of messages
  for a response in SRR and RPR, are listed in the following table:

   Mode       |          Success        | No. of Hops | No. of Msgs
   ----------------------------------------------------------------
   SRR        |         Yes             |   log(N)    |   log(N)
   RPR        |         Yes             |   2         |   2
              | Fail & fall back to SRR |   2+log(N)  |   2+log(N)
   RPR (DTLS) |         Yes             |   2         |   7+2
              | Fail & fall back to SRR |   2+log(N)  |   9+log(N)

         Table 2: Comparison of SRR and RPR in Open Networks

  From the above comparison, it can be observed that trying to first
  use RPR could still provide an overall number of hops lower than
  directly using SRR.  The detailed analysis is the same as that for
  DRR and can be found in [RFC7263].

Authors' Addresses

  Ning Zong
  Huawei Technologies

  EMail: [email protected]


  Xingfeng Jiang
  Huawei Technologies

  EMail: [email protected]


  Roni Even
  Huawei Technologies

  EMail: [email protected]


  Yunfei Zhang
  CoolPad / China Mobile

  EMail: [email protected]




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