Network Working Group                                      H. Alvestrand
Request for Comments: 1802                                       UNINETT
Category: Informational                                        K. Jordan
                                                   Control Data Systems
                                                            S. Langlois
                                                  Electricite de France
                                                           J. Romaguera
                                                             NetConsult
                                                              June 1995


                    Introducing Project Long Bud:
     Internet Pilot Project for the Deployment of X.500 Directory
               Information in Support of X.400 Routing

Status of this Memo

  This memo provides information for the Internet community.  This memo
  does not specify an Internet standard of any kind.  Distribution of
  this memo is unlimited.

Abstract

  The Internet X.400 community (i.e., GO-MHS) currently lacks a
  distributed mechanism providing dynamic updating and management of
  message routing information.  The IETF MHS-DS Working Group has
  specified an approach for X.400 Message Handling Systems to perform
  message routing using OSI Directory Services.  The MHS-DS approach
  has been successfully tested in a number of local environments.

  This memo describes a proposed Internet Pilot Project that seeks to
  prove the MHS-DS approach on a larger scale.  The results of this
  pilot will then be used to draw up recommendations for a global
  deployment.

1. Background

  The 1988 edition of X.400 introduces, among other extensions or
  revisions, the concept of O/R Names which assumes the existence of a
  widely available Directory Service.  This Directory Service is needed
  to support several MHS operations (support for names to identify
  senders and receivers of messages in a user-friendly fashion, support
  for distribution lists, authentication of MHS components, description
  of MHS components capabilities...).

  The prime advantage of Directory Names, as perceived by many users,
  was to release users from the remembering of complex O/R Addresses
  for their correspondents.



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  In the MHS infrastructure, as compared to other protocols, a name by
  itself does not contain enough information to allow the Message
  Transfer Agents (MTAs) to route a message to the User Agent (UA)
  servicing this name.  The routing process is based on information
  provided by different MHS Management Domains, whether they are public
  or private.

  An MHS community combines several administrative MHS domains among
  which agreements for cooperative routing exist:  the GO-MHS community
  is the set of MTA's taking care of X.400 mail operations on the
  Internet [RFC 1649].

  In the absence of a distributed Directory Service, an interim
  technique has been developed within the GO-MHS community to collect
  and advertise routing information.  This resulted in an experimental
  IETF protocol [RFC 1465].

2. Rationale

  A number of routing problems are preventing the present Internet
  X.400 service from expanding its number of participating message
  transfer agents to a global scale.  The two most critical problems
  are:

     * The present mechanism of centrally maintained and advertized
       MTA routing tables has been optimized as far as possible.
       Increasing the number of directly connected MTAs increases also
       the workload on the MHS managers.  The current solution does
       not scale.  Routing must be a fully dynamic and distributed
       process.

     * Manual propagation and installation of routing tables do not
       guarantee consistency of routing information (even in a loose
       fashion) when it is accessed by different MTAs scattered across
       the globe.

  It is commonly accepted that a distributed mechanism providing for
  dynamic updating and management of X.400 routing information is
  highly desirable.  The focus of the project is to establish X.500-
  based support of X.400 routing, at a very large scale.

3. Benefits

  Using the Directory as a dynamic means of information storage and
  advertisement will guarantee participants in Project Long Bud that
  their updated data are globally available to the community.  As a
  direct consequence of the above, a participating MHS manager will be
  released from configuring connections to the other participants.



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  Directory-capable MTAs will be able to discover more optimal and more
  direct routes to X.400 destinations than are practical today.  This
  will enable faster delivery of messages.

  The infrastructure reliability will be improved:  the information
  stored in the Directory will allow automatic use of backup
  connections in case of remote MTA or network problems.  X.400 mail
  managers in the GO-MHS Community should then be released from the
  need to know the complexity of the whole mail routing infrastructure.
  Providing a dynamic routing infrastructure will eliminate
  inconsistencies introduced by unsynchronized static tables and
  improve quality of service.

  Furthermore, besides the robustness and the optimization of the new
  routing infrastructure, the Long Bud approach should bring to the
  participating organizations better control over how they establish
  and maintain their interconnection with the GO-MHS community.

  Participants will share in building an X.400 network which can expand
  to a very large scale.  They will develop experience using a global
  messaging architecture which scales well and requires minimal
  administrative overhead.  They will be able to discuss experience
  with the MHS-DS experts and architects in the ongoing standards
  development cycle.

4. Definition of project LONG BUD

  The Long Bud pilot wishes to demonstrate that the X.500 Directory is
  able to provide a global-scale service to messaging applications.

  Although MHS-DS provides ways to use private routing trees, Long Bud
  will focus on the Open Community Routing Tree as used by the GO-MHS
  community.

4.1 Project Goals

  Project Long Bud has the following goals:

  * Gather pilot experience of the defined framework for X.500
    support of MTA routing, as defined by the IETF MHS-DS Working
    Group [Kille 94].

  * Actively investigate migration of the existing operational
    X.400 service from a routing method based upon distribution of
    centrally maintained static tables, as specified in [RFC 1465],
    to a method based instead upon X.500:





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      -- Deploy X.400 MTAs which are directly capable of reading
         routing information from the X.500 Directory, in
         compliance with the specifications of the MHS-DS Working
         Group.  This type of MTA is called a directory-capable
         MTA.

      -- Deploy tools which read routing information from the X.500
         Directory and use it to generate static routing tables for
         MTAs which are not directory-capable.

  * specify a set of minimal operational requirements needed before
    X.500-based routing of X.400 messages can be widely deployed.

4.2 Phasing

  The first phase of Project Long Bud consists in deploying a small
  number of directory-capable MTAs operated by members of the MHS-DS
  Working Group and GO-MHS community.  These MTAs must be capable of
  using information in the X.500 directory to route messages to all
  other members of the project as well as to the existing GO-MHS
  community.  As of this writing, an initial set of MTAs is already
  operational.

  At the end of this phase, the following goals should be achieved:

  * The X.500 DIT must be populated with enough routing information
    to allow the participating MTAs to route reliably messages to
    each other and to the existing GO-MHS community.

  * The X.500 DSAs holding the routing information must operate at
    a quality of service that is acceptable for an operational
    X.400 service.

  As a prerequisite, a sufficient number of MTA managers must be
  willing to participate in Project Long Bud for the first set of
  results to be significant.  Support for a protocol stack conforming
  to [RFC 1006] is mandatory.  All MTAs participating in the Long Bud
  pilot need to register in the Open Tree and must be prepared to
  accept connections from anyone.

  Note that in the first phase, default routes will be established in
  the DIT such that messages addressed to destinations outside of the
  Long Bud community will be routed to designated MTAs in the GO-MHS
  community.  This will allow for full connectivity between the Long
  Bud community and the GO-MHS community which are related, but
  distinct communities.  Interworking between these two must be
  established and coordinated.




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  In the second phase of Project Long Bud, a greater number of MTAs
  should be added to the experiment.  Cooperation with non directory-
  capable communities must be addressed.

4.3 General Approach

  No large scale resources have been committed to this project.  Yet,
  expedient deployment is desirable.  Therefore, the pilot project
  needs to be focused and relatively short-lived.  The general approach
  for satisfying these requirements includes:

  * Use as many existing MHS-DS tools as possible.  Also, continue
    to track the progress of tools being developed by project
    members and facilitate their deployment as soon as they are
    ready.

  * Coordinate efforts with existing GO-MHS community service.

  * Establish a core infrastructure:  4 DSAs (two in the United
    States and two in Europe) are set up to serve MHS-DS
    information.

  * Wherever it is technically feasable, DSA managers will
    establish bilateral agreements with one (or more) of the core
    DSAs in order to duplicate their routing information.  For
    example, the core DSAs support the replication protocol
    specified in [RFC 1275] as a duplication technique.

  * the Long Bud pilot needs to cooperate actively with DANTE
    NameFlow (the continuation of the PARADISE Pilot) and other
    directory providers in order to promote stability and
    consistency of informations.

4.4 Tools Needed

  To facilitate widespread deployment of MHS-DS routing technology and
  to foster interworking between directory-capable MTAs and MTAs which
  are not directory-capable, tools providing the following
  functionalities need to be developed:

  populate the Directory with routing information:  such a tool must
       accept routing information specified in the standard syntax
       used by the GO-MHS community (see [RFC 1465]) as input, and it
       will load or update entries which convey the same information
       in the X.500 Directory.






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  downloading of routing information from the Directory:  in order to
       provide a migration path for organizations not using
       directory-capable MTAs, a tool is needed which will read X.400
       routing information from the X.500 Directory and generate
       static routing information from it.  The syntax of the static
       information generated will conform to the syntax defined by the
       GO-MHS community, so that "classical" MTAs run as they
       currently do.

  displaying route taken by a message between two end-points:  this
       tool should accept two parameters as input:  the X.500
       distinguished name of an MTA, and an X.400 O/R name.  It will
       display the possible routes which may be taken in order to
       deliver a message from the specified MTA to the specified X.400
       destination.  This tool looks very much the same as the
       traceroute facility used at the IP level.

  These tools must use standard protocols to access the Directory (such
  as DAP [CCITT 88] or LDAP [RFC 1487]).  Portability is encouraged.

  A note on quality

  Pilot use of this Directory information depends heavily on data
  quality and availability.  Although the administration of DSA
  availability and global Directory data accuracy are not in the scope
  of Long Bud, care must be taken that Directory resources used by Long
  Bud participants are administrated well.

  If they have the technical ability to do so, Long Bud participants
  are encouraged to replicate routing information in their Directory to
  improve data availability.

  Directory data used by the pilot must be accurate:  solutions to this
  problem will be recommanded as the project matures.

5. Participation Guide

  The existing operational X.400 service, the GO-MHS service, uses the
  following method to distribute and manage X.400 routing information:
  A group of MTAs is organized into a routing community.  The community
  keeps its routing information up to date by assigning to each MTA
  manager the responsibility of determining the routing information for
  his/her MTA, formalizing this routing information in the syntax
  defined by the community and sending the result to the GO-MHS
  coordination service.  Once the information has been validated
  against the other data provided by all managers in the community, the
  coordination service will advertise it to the whole community.  Each
  manager will then have to update his/her MTA configuration with the



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  verified information.

  The purpose of Project Long Bud is to allow a manager to operate an
  MTA without having to perform ANY manual steps when another MTA
  manager adds new or changes existing routing information.  This will
  facilitate efficient, dynamic, and manageable interconnection of very
  large communities of MTAs.  It will allow the Internet X.400
  community to overcome the limitations in scalability which it is
  currently encountering.

5.1 Prerequisites for participation

  The prerequisites for joining Project Long Bud are:

  Step 1:  Participants in the pilot must have a good knowledge of
           the IETF MHS-DS Working Group activities and documents:

         1. Participants must join the MHS-DS distribution list:

                  RFC-822:  [email protected]

                    X.400:  PN=mhs-ds; OU=mercury; OU=OSS;
                            OU=ARH; O=CPG; P=CDC; A=ATTMail; C=US

            Requests to join the MHS-DS distribution list may be sent
            to the following email address:

                 RFC-822:  [email protected]

                   X.400:  PN=mhs-ds-request; OU=mercury; OU=OSS;
                           OU=ARH; O=CPG; P=CDC; A=ATTMail; C=US


         2. Participants must retrieve and become familiar with all
            relevant tools and documents stored on the Project Long
            Bud anonymous FTP server

                          Host name:  ftp.css.cdc.com

                          Directory:  pub/mhs-ds/long-bud

            In particular, openly available software related to Long
            Bud activities will be kept up-to-date at this location.








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         3. If not already done, participants must do one of the
            following:

              * Upgrade their X.400 and X.500 software such that it
                supports the MHS-DS specifications as in [Kille 94].

              * Use the tools which extract MHS-DS information from
                the directory and generate whatever local
                configuration files are necessary to allow local MTA's
                to use the information.  This should be done
                frequently (at least once per day).

  Step 2:  Participants must register required entries in the
           Directory so that their MTA(s) is (are) known to the
           Directory.

         1. Arrange with the appropriate DSA Manager (who can be a
            local manager if the DSA is run by the participating
            organization, or a manager who is in charge of running the
            organization's DSA) to create an entry for the local
            MTA(s) involved in the pilot.  At this stage, only
            connection information is required.

         2. Check, test and verify the connection information with at
            least one other participant.  The mhs-ds distribution list
            should be used for announcing the new registration and
            asking volunteers for testing.

         3. Participants must establish sensible default X.400 routes
            to existing GO-MHS destinations for which X.500-based
            routing information will not exist initially.

  Step 3:  Participants can then enter their routing information in
           the Directory.

         1. Before any routing is entered in the DIT, participants
            must check with the GO-MHS Coordination Service that the
            routes they want to register can be properly handled by
            the GO-MHS community (contact information is
            [email protected]).  It is crucial for the Pilot
            that any routing information entered in the Directory is
            kept carefully accurate if the experiment is to be
            meaningful.  Participants may also consider the need for
            mapping rules (see [RFC 1465] for details).

         2. Once the above step is validated by the GO-MHS
            Coordination Service, participants must record routing
            information for their MTA(s) in the Internet X.500



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            directory service.  This requires that a participant does
            the following:

              * Arrange with the appropriate DSA Manager (who can be
                either a local manager if the DSA is run by the
                participating organization or a manager which is in
                charge of running the organization's DSA) to enter
                X.400 routing information in a routing tree held by
                the participating organization.  This routing tree
                should contain all necessary information for the local
                mail domain.

              * Check, test and verify the registered routing
                information with at least one other participant.  The
                mhs-ds distribution list should be used for announcing
                the new registration and asking volunteers for
                testing.

         3. If a participant adds new nonleaf entries to the Open
            Community Routing Tree, then s/he must find at least one
            other participant who will maintain a slave copy of the
            children of the nonleaf entry.  Send email to the mhs-ds
            distribution list in order to find a partner who is
            willing to do this.

         4. If a participant adds new nonleaf ADMD or PRMD entries to
            the directory, then s/he must contact the managers of the
            Long Bud core DSA's and arrange to provide slave copies of
            the children of the ADMD and/or PRMD entries to all of the
            core DSA's.  Send email to the mhs-ds distribution list in
            order to contact the core DSA managers.

         5. Once the above testing is completed, send email to the
            mhs-ds distribution list announcing the establishment of
            new X.500-based routes.

6. Notes on side effects

  The Long Bud Pilot Project, with its specific scope, is investigating
  a new direction in X.500 service usage.  This should facilitate and
  expedite the global deployment of X.500 on the Internet.

  Once the routing infrastructure illustrated by the Long Bud
  experiment is in place, the routing process will be able to take into
  account additional information to improve quality of service
  (minimizing messages conversions, enforcing various security policies
  established by MHS domains, taking advantage of recipients's
  capabilities stored in the Directory, ...).  While the Open Tree



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  provides global connectivity, multiple private routing trees allow
  the use of various routing trees.

7. Acknowledgements

  The authors would like to thank Urs Eppenberger (SWITCH) and Allan
  Cargille (University of Wisconsin) for their constructive comments on
  earlier drafts of this document.

References

  [CCITT 88]          International Telegraph and Telephone
                      Consultative Committee. X.500 Recommendations
                      series. December 1988.

  [RFC 1649]          Hagens, R., and A. Hansen, "Operational
                      Requirements for X.400 Management Domains in the
                      GO-MHS Community", RFC 1649, ANS, UNINETT,
                      July 1994.

  [Kille 94]          Kille, S., "MHS Use of the X.500 Directory to
                      Support MHS Routing", RFC 1801, ISODE Consortium,
                      June 1995.

  [RFC 1006]          Rose, M., and D. Cass, "ISO Transport Service on
                      top of the TCP Version: 3", STD 35, RFC 1006,
                      Northrop Research and Technology Center,
                      May 1987.

  [RFC 1275]          Hardcastle-Kille, S., "Replication Requirements
                      to provide an Internet Directory using X.500",
                      RFC 1275, University College London,
                      November 1991.

  [RFC 1465]          Eppenberger, U., "Routing Coordination for X.400
                      MHS Services Within a Multi Protocol / Multi
                      Network Environment Table Format V3 for Static
                      Routing", RFC 1465, SWITCH, May 1993.

  [RFC 1487]          Yeong, W., Howes, T., and S. Kille, "X.500
                      Lightweight Directory Access Protocol",
                      RFC 1487, Performance Systems International,
                      University of Michigan, ISODE Consortium,
                      July 1993.







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8. Security Considerations

  Security issues are not discussed in this memo.

Authors' Addresses

  Harald T. Alvestrand
  UNINETT
  P.O. box 6883 Elgeseter
  N-7002 Trondheim, Norway

  Phone:  +47-73-59-70-94
  EMail:  [email protected]


  Kevin E. Jordan
  Control Data Systems, Inc.
  4201 Lexington Avenue North
  Arden Hills, MN 55126, USA

  Phone:  +1-612-482-6835
  EMail:  [email protected]


  Sylvain Langlois
  Electricite de France
  Direction des Etudes et Recherches
  1, avenue du General de Gaulle
  92141 Clamart Cedex, France

  Phone:  +33-1-47-65-44-02
  EMail:  [email protected]


  James A. Romaguera
  NetConsult AG
  Morgenstrasse 129 3018 Bern, Switzerland

  Phone:  +41-31-9984141
  EMail:  [email protected]
  X.400:  S=Romaguera;O=NetConsult;P=switch;A=arcom;C=ch










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