Showing posts with label P2P-SIP. Show all posts
Showing posts with label P2P-SIP. Show all posts

Project ideas in P2P-SIP

This article lists some project ideas related to P2P-SIP. Feel free to contact me if you are a student interested in the project. For general networking and multimedia related project topics please visit http://myprojectguide.org
  1. Survey of techniques for P2P VoIP: The project is a study project that surveys several existing P2P VoIP systems such as Skype, Gtalk, and several proposals in IETF P2P-SIP working group. The questions to answer are what are the best practices, what works, what doesn't, what has been implemented and tested, how do they compare with respect to scalability, robustness and security. Instead of comparing the whole systems, it is better to compare one function at a time, e.g., network maintenance, lookup, signup, etc. Clearly a critical and objective analysis is more useful than saying A is better than B.
  2. Implement Reload: Implement the current version of IETF P2P-SIP WG internet-draft You may reuse the core p2p, dht and rfc3261 modules of the 39 peers project. The goal is to implement the core functions that allows incorporating external DHT algorithm, authentication as well as transport. I have a few suggestions to simplify the draft and hence the implementation. Language: Python.
  3. P2P Simulator: Build a peer-to-peer network simulator in Python that implements various structured and unstructured algorithms. Related work includes p2psim, oversim and peersim. This project will build several modules to allow a developer to quickly put together an implementation of a P2P algorithm, view it graphically, and see the impact of various parameters. You should be able to support nodes behind NAT and firewall in your simulator, incorporate security and analyze the performance. Language: Python

Reliability and scalability in P2P-SIP

In this article I list the important definitions that contribute to reliability and scalability of distributed systems, especially P2P-SIP. Scalability is defined as the ease with which a system can handle growth of demand (load, users, requests, etc.), and reliability is defined as the ease with which a system handles failure or loss (fault tolerant, availability).

Stateless: The amount of state stored in each networked component limits the scalability (as well as robustness). A truly stateless protocol or service does not need to store any state in the system. At the application level, a session oriented protocol such as RTSP or RTMP is stateful, whereas HTTP is stateless which can be made stateful using session cookies. At the transport level, TCP is stateful whereas UDP is stateless. SIP networked components come in several flavors: stateless, transaction stateful and session stateful. A stateful component has limited scalability not because of storage requirement of the state, but due to matching of a new request against the existing states -- this requires exclusive or read-write-locked access to shared resources and hence is slow. On the other hand a stateless request has all the information that is needed for handling that request. Secondly, a stateful component has limited reliability because if the component fails the state is lost and must be re-established, e.g., using new SIP transaction or new HTTP authentication. If you must use stateful component, then some form of distributed or replicated shared state is desirable.

Partitioning: Data or service partitioning among multiple machines helps in reducing load on each machine. A naive approach of using a hash function 'H(data.key) mod N' works for distributing data based on the lookup key among N identical and robust servers. However, the hashing algorithm remaps majority of the data if N changes -- new server is added or old one fails. On the other hand, consistent hashing using a large hash space, e.g., MD5, maps both data using H(data.key) and machines using id=H(machine.name) in the same identifier space. A machine can then store the data whose keys are close to its own id. This principle is used in several structured P2P algorithms such as Chord, Pastry, CAN, and works especially well with large number of machines with significant amount of churn. Partitioning can be applied to services as well. Partitioning improves system scalability, but comes with an overhead of maintaining the correct partition when machines come and go.

Replication: Replication of data improves its reliability (also known as availability) as well as scalability to some extent. In a simple master-slave replication of data, write is done to the master which replicates the command to the slave, and read can be done from either master or slave servers. With higher failure probability, such as in P2P, you need more number of replicas. With N replica of some data, you can still get the data if N-1 machines holding the replica fail. Replication interacts with partitioning -- you want to keep access to the replica almost as fast as the original data. Typically a machine can replicate the data to its N (typically small, 2-8) neighbors and when the machine fails, the next data query automatically gets to its ex-neighbors. Note that another approach where a different hashing function, e.g., H(i+data.key), is used to store the i'th replica does not work well, because replication comes with an overhead of having the machines to keep the replicas up-to-date.

Redundancy: Replication is an example of redundancy of data. Redundancy can be applied to servers and services as well. A stateless protocol or service helps in easily deploying redundant server nodes. Data redundancy goes beyond simple replication of data object to N places. Suppose a large file is split into M chunks such that only N chunks are needed to reconstruct the original file, N<=M. Assuming that many data sources are fast, this approach not only improves reliability but also performance in terms of how quickly you can download the file. Such techniques are used in P2P file sharing applications, and can be applied to P2P-SIP as well, e.g., for storing video mails or live streaming. Redundancy improves reliability as well as scalability of the system.

Load sharing: Load sharing is one type of redundancy where the load of the system is shared among N redundant machines. Although not required, load sharing typically works in conjunction with partitioning, e.g., in two-stage SIP server farm where the first stage servers forward the requests to the second stage server clusters based on H(data.key). As with redundancy, a stateless protocol or service can be easily shared whereas a stateful system requires more work. P2P systems are inherently load shared among the participating peers. Load sharing improves system scalability.

Iterative vs recursive: Iterative request routing is one where a client sends a request to one destination, receives a response that redirects it to second destination, and so on. Recursive request routing is one where a client sends a request to one node, which sends request to another node, and so on. Iterative vs recursive is also called as redirect vs proxy. Clearly, iterative poses less load on the networked element but more on client, whereas recursive is opposite of that. If scalability of networked element is desired then iterative should be preferred. However, NATs and firewalls make iterative request processing difficult on the Internet. Secondly, the topology, bandwidth and connections among the networked elements sometimes make recursive routing faster and more efficient in practice than iterative. The decision to go iterative vs recursive affects the number of message that needs to be handled as well as the state carried in the message or stored in the networked element. It is easier to incorporate redundancy in iterative mode, since only the client needs to re-try to redundant destinations.

Keep-alive: Network protocols usually have periodic keep-alive messages to ensure connectivity or to detect failures. Stateful Transport protocol such as TCP has built-in keep-alive mechanisms that can be activated using socket API. Application protocols employ some kind of application level keep-alive, e.g., XMPP has an extension to do ping, SIP has session timers. These not only detect failure due to network but also due to server software crash. The keep-alive messages help in improving the reliability of the system by quickly detecting complete or partial failures. Keep-alives are especially important in P2P network because of the large number of network paths that can fail.

Exponential back-off: After a failure has been detected, a reconnection or resend is attempted. The time for such attempts needs to be backed-off exponentially -- if the failure happens at time 0, then send first attempt at t, say t=0.5s, and subsequent ones at 2*t, 4*t, 8*t, and so on, until it reaches a cut-off, say 5 min. After that keep attempting periodically, say, every 5 min. If the failure is transient or one time, then this mechanism quickly reconnects. On the other hand, if the failure is longer term, then it reduces the load and bandwidth for reconnection attempts. SIP uses exponential back-off when sending subsequent requests in the event of failure.

Request-response: Application protocols typically come in two flavors: send-and-forget and request-response. Most signaling and control protocols such as HTTP and SIP follow the request-response architecture. Media streaming protocols such as RTP usually don't send response for every message. A request-response protocol automatically makes the entity sending the request a client and the entity receiving the request a server. The client-server distinction may be on per-transaction basis, e.g., SIP has each endpoint act as user-agent-client and user-agent-server. Similarly, in P2P network every peer acts as both client and server, while there may be some nodes behind NAT that can act only as client. A request-response architecture is needed where reliability of the message delivery is important or when RPC semantics is desired in the protocol.

Redundant connections: Redundant connections are another form of redundancy found in distributed systems. For example, a client may be connected to multiple servers. It periodically pings the server and selects the best server to actually send the request to. If the best server fails, it can fail-over to the next best server. Redundant connections improve both reliability and performance of the system. Redundant connections are also useful with geographically distributed server farms to locate the closest server. The idea is to dynamically adapt instead of having statically configured connections.

Bi-directional master-slave: Master-slave replication is used for data reliability and to improve scalability of read-dominated applications, as mentioned before. In a bi-directional master-slave configuration, both machines act as both master and slave at the same time. Any write to any of the machine gets propagated to the other, and hence any read can be done from any of the machines. This improves scalability for write-dominated applications also, such as SIP server. The bi-directional replication can be extended to more than two machines by incorporating a circular ring topology of replica machines. The bi-directional replication comes with the over head of having to maintain replicas on all the machines, and some way to solve a race condition where two updates to two different machines result in eventual consistency. For certain types of data, such as SIP contact locations of the users, it is possible to achieve such consistency.

Vertical vs horizontal scalability: A lot of time you will hear people talking about vertical vs horizontal scalability. Vertical scalability implies that when the load increases you identify the bottleneck and add a new component (e.g., CPU, memory, disk) to your machine to improve the scalability. Horizontal scalability implies that you design the system such that when the load increases you add another machine in the network to handle the load, e.g., another server in the server farm. P2P systems are horizontally scalable. Clearly vertical scalability has a limit beyond which it may not scale, whereas server farms can scale linearly by partitioning.

Proxy and Cache: Caching improves performance and scalability of the system. DNS has epitomized the concept. Caching is also used in web and media streaming protocols. The idea is to install a cache in an intermediate networked element which uses the cache instead of sending subsequent requests to the actual destination. HTTP is designed to heavily use caching to improve performance and scalability of the servers. Caching a negative response is more challenging since the time-to-live for the cached entry is unknown. On the other hand, real-time communication protocols such as SIP and RTP have limited use for caching in the network. Nevertheless caching of data improves the performance and scalability of the SIP server, e.g., by using in-memory cache of the SIP contact locations instead of reading from the database every time. With caching comes the overhead of maintaining consistency among redundant data.

Crash vs byzantine failure: Crash and byzantine failure are two types of failure models: a crash indicates that the system has stopped working and it may be possible to detect its failure, e.g., using keep-alive; whereas a byzantine failure indicates that the system does not behave consistently as per the agreed protocol or algorithm all the time. Hence, it is very difficult to detect byzantine failures, especially if it is due to malicious intention. Byzantine failure and malicious node problem is especially important in P2P since the peers may not trust each other. Both crash and byzantine failure reduce the reliability of the system. Various mechanisms mentioned in this article help mitigate the crash failure, but do not help much with the byzantine failure.

Readings:
[1] Singh, K. and Schulzrinne, H., "Failover, load sharing and server architecture in SIP telephony", Computer Communication 30, 5 (Mar. 2007), 927-942. DOI= http://dx.doi.org/10.1016/j.comcom.2006.08.037 [Author's copy]
[2] K.Singh, "Reliable, scalable and interoperable Internet telephony", PhD Thesis, Computer Science Department, Columbia University, New York, NY 10027, June, 2006.

Security in P2P-SIP

I frequently receive questions on security in P2P-SIP, mostly from researchers looking for a new topic to explore. Security in P2P-SIP (and in P2P in general) is a challenging problem. In this article I summarize my understanding of the challenges and open problems.

The first literature on P2P-SIP mentions that P2P-SIP needs to solve the challenges of client-server Internet telephony as well as privacy, confidentiality, malicious node behavior and "free riding" problems of P2P. For example, a malicious node may not forward the call requests correctly or may log all call requests for future misuse. A later publication formally identifies the key security challenges and potential solutions. The paper on survey of DHT security techniques presents a comprehensive listing of challenges, solutions and problems. Let us classify the challenges:

User Authentication: Similar to client-server SIP, authentication is essential. A receiver need to verify that a sender posing as sip:bob@example.net is actually the owner of that identifier. If the user identity is based off some other information or identity owned by the user, e.g., email address, phone number, postal address, social-security number, credit card number, PKI, X.509 certificate. etc., then it is possible to delegate the identity to that mechanism, e.g., by sending email or phone caller ID verification. The challenge can be further divided into: whether the user owns the identity? whether the user can randomly pick his identity to anything? whether a user can be made to believe that he has (wrong) ID or password? whether a malicious user can get password from another user in the pretext of authentication so that the malicious user can later assume the other user's identity?

Node Authentication: Additionally, since a number of P2P algorithms use the node identity to locate a node or define data storage criteria, the node ID is also a candidate for spoofing. A receiver must verify that the sender owns the node ID that it is posing as. The problem can be divided into sub-problems: whether the node ID are randomly picked or self generated by (malicious) nodes or assigned securely by some authority? whether the node ID can be spoofed in the protocol messages or data storage? whether a node can be made to believe by other nodes that it has (wrong) ID? whether a malicious node can get the authentication credentials of another node and later assume other node's identity? These problems if not addressed can result in other problems such as man-in-middle or denial-of-service (DoS) attacks. The most important question is: Can authentication be done in P2P without relying on central trusted authority?

Overlay Routing: A malicious node in a P2P network can drop, alter or wrongly forward a message intentionally manipulating the correct routing algorithm to disrupt the network and hence availability. This partly depends on node ID assignment mechanism, whether a node can intentionally place itself in the topology at a particular place? Further questions to ask: what fraction of malicious nodes affect what fraction of P2P network? What is the relationship between performance (availability, routing and data storage) of P2P and the fraction of malicious nodes or users?

Overlay Maintenance: A malicious node may invite more malicious nodes or copies of itself in the P2P network. A malicious node may partition the P2P network so that one part can not reach the other. A malicious node may reject join requests from other good nodes to prevent them from joining the network. The questions: what fraction of malicious nodes can affect what fraction of P2P network availability? Can a malicious node eventually affect the whole network given enough time? Can a malicious node affect the discovery of bootstrap node by other nodes that affects the joining process of other nodes? Can a malicious node intentionally place itself in the topology at a particular place (e.g., as super peer), so that it affects more number of overlay messages?

Free riding: A P2P network works because the peers do. If a node refuses to serve as a peer, but just use the service of the other peers, how do you handle this? Can the system enforce or give incentive to a particular node to become part of the overlay? What fraction of the nodes must be part of the P2P overlay for the overlay to work?

Privacy, Confidentiality, Anonymity: Unlike the client-server telephony, in P2P-SIP the call signaling and media messages may traverse through other nodes in the system. Can other nodes know who is calling whom and hence infringe on user's privacy? Worse, can a malicious peer listen to the conversation (audio, video, text, etc.) between two other peers? Can the system allow you to make anonymous calls so that the receiver does not know who is calling? Can the system allow you to receive calls (e.g., any-cast calls to call centers) without divulging your identity to the caller?

SIP services: The client server SIP implements several new features and services, but those have limited use in P2P-SIP because of the trust model. For example, programmable services using SIP-CGI or SIP Servlet are difficult, e.g., unless the receiving peer can completely trust the calling peer's CGI. Emergency services, spam prevention and lawful interception that have been researched in client-server SIP are pretty challenging in P2P-SIP.

Cost of security: Most of the existing protocols on the Internet suffer because people don't implement or deploy enough security. For examples, the front web page of many banks do not use HTTPS/TLS but have login forms. The reason is that system and operations engineers see security as an overhead, and do not use unless really needed. P2P takes this to extreme because the (in)security of one node can affect several in the network. The questions: What is the cost of security? How much does performance suffer in terms of number of messages, overhead, delay, for a particular security mechanism?

Given these problem there are several approaches the researcher are taking in solving. However, the core of some of these problems still remain unsolved. The general approach is to define a sub-set of the P2P-SIP system which works for the given security mechanism. For example, the P2P authentication is very challenging -- hence most implementations use a central certificate authority (CA) and everyone trusts that -- similar to the web browser model which comes installed with some root CA. The other approach is to build a closed P2P network of trusted implementations and provide the service to the rest of the untrusted users, e.g., OpenDHT and Dynamo. This works similar to the server farm model, except that the server farm is built using sub-set of P2P features -- self adjusting, less configuration, distributed data storage, geographically distributed. Another approach is to build the closed and proprietary system and protocol which prevents (to some extent) others from injecting the malicious node in the system, e.g., Skype. Unfortunately, sooner or later the protocol gets reverse engineered and the security is not longer present. The research on distributed trust, reward, or credit/debit system works well for file sharing but has not be successfully proven for P2P-SIP. Finally, some researchers focus on the statistics and availability of the whole network, with the theory that a small fraction of malicious nodes do not disrupt the whole network. If there is enough incentive for the nodes to remain good, this may work well.

If you are interested, please read the article on when P2P makes sense? In particular, if (1) most of the peers do not trust each other AND (2) there is not much incentive to store the resources then P2P does not work well because the system does not evolve naturally to work. Think of it as people who do not trust each other and they do not have much incentive to help others or to store information for other people, will a person be able to get information he needs that another person has? The subset of problems I listed in the previous paragraph all try to twist the problem such that peers trust each other, i.e., (1) and the system tends to evolve naturally to work. Still more research is needed in (2) to identify and develop the incentive model for P2P-SIP use case.

The Internet Video City


(For the last month and half, I have been aggressively involved in another open source project, "videocity". This article describes the salient features and novel ideas in that project.)

The goal of the Internet video city project is to provide open source software tools, both client and server, for video communication and sharing. Unlike other file sharing systems, this is targeted towards video and live video sharing in small groups. Unlike other video communication services, this project provides the tools needed to build a service.

High level description


At the high level, the video communication is abstracted out as a city. An individual can signup with his email user@domain.com and own a home with URL of the form http://server:5080/user@domain.com. This is also the location of the default guest room of that user. The user can build other rooms inside this URL, e.g., for hosting a online family gathering, he can get a room with name "Family Gathering" and the room URL of the form http://server:5080/user@domain.com/Family.Gathering. Each room can be made public or private. A public room is accessible to anyone visiting the URL of the room, whereas a private room needs explicit permission to enter.

Once you have entered a room, you see other members in the room, and can communicate with others using real-time audio, video and text chat. You can share media files such as photos and videos from your computer with others in the room. You can also share online photos and videos with others. All these shared resources are put in an active session and would disappear when the room is closed, i.e., all members have left the room.

The owner of the room can decorate his room by uploading, recording or editing the room's content. A room's content is described using an XML file containing multiple play lists. Each play list contains sequence of media files or URLs. When you enter a room, you see all the pre-configured play lists in that room. This allows the owner to, for example, create a room with his family pictures and videos in a slide show, and give out the URL to others to view the photos. A media resource in a play list can be text, image or audio/video. The image and audio/video can be uploaded from user's computer, downloaded from a web URL or recorded using user's camera in real-time. The play list can be readily edited using drag-drop, built-in text editor or various button controls.

Each signed in user also has an inbox. The inbox is a special XML file that gets loaded when a user logs in, and contains play lists that are sent by other users to this user. When you enter a room, you have an option to send a play list to the owner of the room, which turns up in the owner's inbox. You can record the play list using your camera, or create one using resources available from the web. The play list stored in the inbox is privately available only to the owner of the room.

This simple concept of play list and rooms, allows us to implement various communication scenarios. For example, real-time communication, video mails, publicly posted videos, and video web sites.

Novel idea


One of the novel concept used in the project is that of soft-card. A soft-card is a digital version of your ID card or visiting card. There are two types of cards: a Private login card is your confidential ID card that you use for login to the site, an Internet visiting card is your room's visiting card, which you give out to your friends so that they can visit your room. Usually each signed in person has a private login card, and each room owned by the person can have an Internet visiting card.

A soft-card looks like a digital image of your real ID and visiting cards. It is actually a image file in PNG format. The image has a photo, your name or your room's name, some list of key words identifying your room, and a URL of your room. Unlike a regular PNG file, a soft-card has additional meta information that is used in secure identification and access. In particular, your private login card has your RSA private key (refer to PKI) and your Internet visiting card has X.509 certificate using RSA public key signed by the server. These meta information such as keys, certificates, names, emails, keywords, etc., are stored in information chunks of the PNG file itself.

Similar to public key cryptography, these digital files can allow us to implement security, authentication, access control, privacy, confidentiality, etc. Essentially, anything you can do with PKI, you can do with these soft-cards. Additionally, these soft cards give a visual appearance of an ID card or a visiting card containing the URL which they represent. Users receive them in email on signup, and can give out visiting card to others in email. An example visiting card is shown at the top of this article. If you edit the card's file or image in any way, e.g., converting to JPEG and back, or edit using photo editors, then the card's key information will become invalid and unusable. Note that a card is valid only within the domain it is created for. Thus a card created for http://server1/room1 can not be used by http://server2/room1 even if both server1 and server2 virtual domains are hosted by the same server.

Once we have the login (private key) and visiting (public key) cards, implementing rest of the security mechanisms is straight forward. For example, resources in an inbox can be encrypted using public key of the owner, so that only a private login card can decrypt it. The public rooms are signed by owner's private key, so that anyone with the visiting card of the room can verify the signature. When sending a media resource to another user, PKI can be used to establish a secure session of communication. A room can be made private by allowing only connections from people who have valid visiting card for that room, and have the owner send out visiting card to his friends and family using an independent channel such as email. A room can be made public by uploading the visiting card to the room itself, so that anyone with the URL can first download the visiting card (i.e., public key) and use that to connect to the room. Although we haven't implemented most of the security mechanisms, we have the basic soft-card concept implemented in the project. In particular, you can create your cards, edit the layout of the card during creation, download them after creation, and use them to upload in the client to join a room or to log in. One thing to note is that within the Flash Player environment, the amount of security using PKI is limited. But since we have our own video server implementation as well, we can do some novel tricks in that regard.

Product design ideas



There are several product design ideas we implemented in the project: (1) consistency, (2) flowing and smooth interface, and (3) performance. In this section, I describe these ideas and how they are implemented.

Consistency is very important in user interface design. The look and feel of various buttons should be consistent. Common operations should be consistent with what people are used to doing. For example, most windows users see the 'close', 'maximize', 'minimize' buttons on the top-right corner. Most mac users see the bottom bar as tools or commands bar. Most instant messaging users see notifications on the bottom-right corner of their screen. We used these concepts in our UI design as well.

Flash allows us to implement nice, smooth and flowing user interface. When you go from one room to another, the view slides your window from one room to another. The sliding window component in the project nicely abstracts out the details of this container. When a help video is played, it animates to the full view, and when it is paused, it goes back to the original position. For help videos, flowing subtitles along with audio/video give a better user experience. Computer users are comfortable with drag-and-drop operations using the mouse. In our project, the play list editing, video window re-organizing, delete button, etc., use the drag-and-drop mode of operation.

Performance is important once the project grows to a significant size. In particular, a Flash Player spends lot of cycles rendering images. This is improved significantly in our project since we use only programmatic skins for all our buttons and icons. Moreover, programmatic skins scale nicely when going to full screen or different size.

There were a number of lessons we learned in this project from the product design perspective. Moreover, being responsible for both product design and product engineering helped us avoid ambiguity, which is usually seen in multiple team projects.

The big picture



Although, the project is still "work in progress" and a lot of work is remaining, I wanted to give a big picture of the project. Flash Player is a great browser plugin. However being proprietary makes it hard for others to use it in full potential. For example, until recently the video communication was restricted to only Flash media server, or file upload were not allowed from local computer to Flash Player without going through the server. Although Adobe is making significant progress in keeping the developer community engaged, (e.g., making RTMP protocol open, or making file uploads and downloads available in new Flash Player) there will always be some restriction in the Flash Player. For example, absence of H.264 encoder or good audio quality/preprocessing engine prevents us from using it efficiently in true H.264 video communication or good real-time audio communication. In any case, since the RTMP protocol is open, and since there are a number existing open source RTMP implementations, one can use back-end RTMP based servers to perform some processing.

This videocity project gives us back-end tools to intercept RTMP, integrate web communication, and expose a single server to support various requirements of video conferencing. One can ask whether this will scale? The answer is, may be, not. The reason for doing the project though is that it fits nicely in the big picture of P2P-SIP based communication framework. Flash gives a nice ubiquitous browser based front end, whereas our videocity server gives tools that can be integrated with peer-to-peer network. Thus we can gain from advantages of both worlds.

Distributing a conference in a P2P network is an already researched problem. Several solutions exist, ranging from application level multicast for large conference, to full mesh small conferences, to picking a few servers as relay bridges. Maintaining shared distributed state of the conference and collaboration is interesting to explore. The SIP community has done significant work in centralized conferencing framework, e.g., in the IETF XCON working group. The P2P-SIP working group is creating protocol for standards based peer-to-peer network maintenance and lookup for SIP service. Finally, some API or interface specification is needed for the videocity's client-server model so that others can build clients or server adaptors to integrate between XCON, P2P-SIP and videocity. In particular, we will define all the interface elements such as format of the soft-card, various RPC calls for uploading or downloading resources, sharing play lists, authenticating users, as well as communication mechanisms.

In summary, the project gives developers a starting point from where you can build video communication service, video message platform, video recording and editing system, collaboration engine, media sharing software, video blog web site, video rooms, multi-party conferencing applications, desktop clients, browser extensions, application sharing, new client applications, and so on. The client-server tools available in the project allow you to record a video or snapshot photo from your camera and store it in local file, create play lists of various heterogenous media resources, and share live and stored media with others using the system.

There is no hosted service for this software, and we don't plan to have one. This is because our goal is to go peer-to-peer, where various installations of the software will discover and communicate with each other!

Thank you for your reading time, and we love feedback!

Why Open Source?

In this article I present my view on Open Source Software. There are a number of articles elsewhere that talk about advantages of Open Source and why it works [1][2][3]. (I use the term Open Source to mean Free Software, instead of diving into OSS vs FS debate.)

Point 1: Most software organizations are driven more by business objectives, and less by technology.

If you look around you notice several types of software companies: most of them are commercial ones like Microsoft, there are some like Sun that are commercial but pretend to do open source work, very few like Red Hat that build business out of open source software, and finally, there are some true open source software like Linux and Apache. I think most of Sun's Open Source attempts are for business reasons to provide competition to other existing businesses.

Point 2: Software programming is an art.

It is like learning a new language or doing sculpture or painting. Initially a programmer is too involved with the syntax and semantics of the language constructs and application. Once he is proficient, the programming comes naturally. For example, a good Java developer will think in terms of high level modules and classes, but once he starts implementing them things move smoothly instead of worrying about where to put the open bracket or when to create a new method. After a while, the software development process becomes an art of making beautiful, modular and efficient software. Some people have a built-in talent for the particular art, but most people learn by practice, practice and practice.

Point 3: Good art requires personal motivation.

Doing a scientific experiment is different than painting a new picture. At the broad-level, given the set of input data, and experimental setup, one is likely to achieve the same result in an experiment. On the other hand, an art piece requires inherent motivation of the artist and his personal inspiration to do something new, something different. Sometimes the inspiration gets driven by commercial interest, in which case an artist may end up producing art work without much motivation -- e.g., in the commercial Indian film industry, a music director has to produce tens or hundreds of scores per year, affecting the quality of the art as well as causing plagiarism from western music. On the other hand, motivated musicians who record one album a year do generate quality and innovative work.

Considering the above three points, a software engineer who is paid to work on a particular technology or piece of software is less likely to be personally motivated to create that piece of software. On the other hand, an open source developer who is not paid for his work initially, starts the open source work because of his personal motivation to create that piece of software. Thus, an open source software is more likely to be of better quality compared to a commercial software with the same amount of testing. Hence commercial software requires quality assurance to make it competitive with open source. Although quality assurance can reduce software bugs, it doesn't make the 'art' as good as the open-source version. If you compare the design of the Apache web server or SIP express router with their commercial counter parts, you can understand what I mean by 'art' in this context.

When I look at an open source software, I assume it reflects ideas and vision of the innovative and inspired developers who were motivated to write that piece of software. When I look at a commercial software, I assume it is created by software engineers who got paid to write code, to write documents, to test code, and more than that it is sold by salesmen who are paid to sell those pieces of software. I don't see much personal motivation or inspiration in the loop, and I don't aspect the design or the implementation of the software to be a good piece of art. (In small companies where all the people have same vision or inspiration about the software, it is possible to create quality work. However, things change over a period of time as the company grows and new software engineers are paid to perform work on other people's innovations.)

In the context of P2P-SIP, we haven't seen much of commercial interest beyond the few initial contenders. The main reason is that P2P-SIP inherently is peer-to-peer, and against the business model of services that the modern web/phone industry is so accustomed to. In other words, the industry has not figured out a way to make money out of open P2P-SIP. On the other hand, there are a number of developers who created open source prototype applications out of personal inspiration. The next steps for the open source P2P-SIP developer community: to build a bigger community, advertise and publish their work, prove that it works better than existing solutions, and use it on a daily basis!

Welcome to 39 peers!

I have launched an open-source project named "39 peers". From the web site:

"The 39 Peers project aims at implementing an open-source peer-to-peer Internet telephony software using the Session Initiation Protocol (P2P-SIP) in the Python programming language. The software is still incomplete -- especially the P2P part.

Peer-to-peer systems inherently have high scalability, fault tolerance and robustness against catastrophic failures because there is no central server and the network self-organizes itself. Internet telephony can be an application of peer-to-peer architecture where the participants locate and communicate with each other without relying on expensive or managed service providers. 39 peers project is an attempt to provide a open source and free-for-all peer-to-peer network targeted towards open standards based real-time communication.

The 39 peers project is developed for student developers and researchers to experiment with new ideas. It is written in Python scripting language. It supports open protocols such as IETF SIP and RTP. It is licensed under GNU/GPL license."

Business out of P2P-SIP

Here are some of my thoughts on how to make (or save) money with P2P-SIP.

There are two points to note: (1) an end-user doesn't know (or care) whether he communicates using client-server or peer-to-peer as long as he gets all the features (audio, video, text, conferencing, offline message, etc), security and speed. (2) unlike service infrastructure where the provider can make money out of user base (either charging per call or per minute as in Skype-out or via advertisements as in youtube?), there is no solid business model for P2P-SIP. Since it is open protocol, anyone can develop a client and break free from the provider. This of it as a email client technology -- how many vendors make money selling email clients?

There are some alternatives to this ideal view of P2P-SIP though. For example, one could control the user base -- keep the enrollment of the user controlled by the provider and allow communication among the clients of the same provider. This requires that the implementation be proprietary (at least the security and validation part), otherwise anyone may write an alternate implementation to bypass the validation. Thus the protocol doesn't remain open and is not P2P-SIP.

Alternatively, one could build a server-farm of SIP proxies using P2P technology so that the maintenance cost of the servers is reduced. However, this still requires dedicated set of servers (electricity, bandwidth, call centers, etc), hence the cost saving is very low. Even though you may be using P2P-SIP you won't save much money.

Thirdly, one could build and sell P2P-SIP software, e.g., for enterprises, that doesn't require expensive call managers or central servers. This works well, but has one problem. People have come to expect that communication, at least PC to PC, is free. Unless the client software provides tons of new features, which cannot be easily done by another vendor, selling such a client software is also difficult.

So, how do you make money? You don't. Instead, you can save money.

You can save money that you would otherwise be spend on maintaining the server infrastructure or you can enable new businesses that were earlier not possible because of close systems. Most of the current communication mechanisms have evolved in a tightly controlled environment, e.g., Mobile phones, Skype, Yahoo, etc. Instead what we need is an open mechanism similar to emails and web. An email client is not tied to a single server. A web client (browser) is not tied to a single server or web site. A communication client should not be tied to a single provider.

Consider an open system where anyone can call anyone else without paying to a provider beyond the Internet connection fees. This opens door for a whole new set of businesses. For example a small time vendor, consultant or topic expert can lend his service in real-time for a small fee without going through the hassle of setting up agreement with a provider. Existing systems such as social network sites or content distribution networks can have additional feature that allows a user to interact with his friends, or other users on the same site, or other users watching the same content, irrespective of the attachment of the user to the provider. There is a huge potential for innovations in the communication client space, similar to how web browsers have evolved.

So, who can do this? I don't think it will come from existing businesses who have large user base -- this includes the likes of Yahoo, MSN, AIM, or Skype. The reason is that they wouldn't want to open up their users to others. I also don't think it will come from existing businesses that are targeted for selling advertisements -- the likes of Youtube, Google, etc.

The question to ask is who benefits from ubiquitous P2P-SIP? Media companies and content owners should invest in making P2P-SIP ubiquitous so that their existing system is improved or becomes more appealing to end users. Such companies can probably sponsor open source projects for P2P-SIP. If there is a better and free communication infrastructure, all sorts of new innovations are possible. For example, people would like to talk with their friends while watching a TV series online, a cricket match online or a movie online.

In conclusion, I feel that big companies that can benefit from real-time communication, but don't have an existing solution to work with, should invest in open-source P2P-SIP technologies. If you are interested in talking about it, feel free to drop me an email.

Data format and interface for external P2P mode

Last month, Henning and I submitted an internet-draft on "Data format and interface to an external peer-to-peer network for SIP location service". The text and HTML version are available. The idea is to use an interoperable XML format for accessing the DHT (which is based on OpenDHT's interface) and an XML format for storing user location data such as contact address, cryptographic keys and certificates, offline messages, presence watcher information, etc.

Structured vs unstructured P2P or Why we chose DHT for P2P-SIP?

One of the questions that people ask me is 'whether structured or unstructured P2P works better for SIP-based Internet telephony?'. My answer is that structured P2P such as distributed hash table (DHT) works better because of the following reason.

Unstructured P2P networks usually rely on caching and replication to improve the lookup performance and reliability. In the case of file-sharing application, once the file named "matrix-II.mpg" is uploaded in a P2P network such as Kazaa, the content of the file remains the same (un-mutable). Thus, for reliability the file may get replicated at multiple places. Intermediate nodes in the download path may cache the file locally to improve download performance by other downstream nodes. On the other hand, a phone's contact location or IP address uploaded under the resource named "bob@home.com" may change often (i.e., mutable), e.g., if bob changes his device or the device's IP address is changed. This makes all the randomly replicated and cached copy of the resource content useless. Thus, random caching and replication is not useful.

In unstructured P2P network, any replica of the file "matrix-II.mpg" is good enough, whereas in Internet telephony you want to reach only "bob@home.com" but not some replica of Bob. You can not replicate Bob's phone. The only thing that can be replicated is the mapping between Bob's identifier and his phone's IP address. However, to allow frequent updates and consistent view of the mapping, it is desired that the mapping is replicated in a structured manner so that both Bob can easily update the mapping and any prospective caller can easily query the up-to-date copy of this mapping. This means given the resource name, we can know where the resource should be present in the P2P network. Thus, it is structured.

Unstructured P2P is suitable for random or blind search and allows wild-card search. For example, you can search for a file name containing "matrix" keyword. On the other hand, in Internet telephony most calls are made to the known destination (phone number or destination user identifier). Hence, hash table interface that allows lookup based on a key is good enough. Distributed hash table (DHT)-style P2P algorithms such as Pastry, Chord, Bamboo provide ideal platform for such lookups.

Skype is believed to be unstructured among the super-node, but I think there may be some form of structure in how the data is stored among the super-nodes. Plus, there is no guarantee on upper bound on lookup cost which means it might be falling back to some centralized lookup if the number of hops in search exceed some limit. Since Skype is proprietary, we do not know how exactly it does lookups.

New internet-drafts

Last week, there were some new I-Ds on p2p-sip.

draft-matthews-p2psip-nats-and-overlays-00.txt
The draft analyzes various issues with NAT in the context of P2P-SIP and presents some important conclusions: (1) partial mesh of peers is more suited than ring or full mesh connections, for example; (2) connections can remain mostly static for maintenance of p2p; (3) structured p2p is more suited because of bounded connection count; (4) symmetric P2P (such as Kademlia?) is more suited because the connections across NAT are bidirectional; and (5) use of superpeers where all peers behind a common NAT can elect a small number of superpeers which handle connections across the NAT. The basic idea is to understand the NAT limitations such as number of pinholes allowed and timeout, and apply these for a deployable architecture.

draft-shim-sipping-p2p-arch-00.txt

The basic idea is to use the SIP-using-P2P architecture. There is some overlap with my 'external DHT' technical report. Some points of contentions are: the draft proposes P2P lookup first, and then fall back to DNS (RFC3263) which has a negative effect on performance since P2P lookup is slower. The format of the record can reuse the SIP Contact header instead of specifying individual terms such as TCP80, UDP5060, etc. The login server is clearly undesirable. But the draft is a good starting point. We will need more maturity in areas of security, authentication, and data format.

draft-mayrhofer-enum-domainkeys-00.txt
It proposes to use telephone numbers instead of email like user@domain format because one can validate that the number owner actually owns the telephone. The main problem is that phone numbers are too rigid and tied to physical port or line, thus we cannot have identifiers for virtual users or devices, e.g., sip:lamp@cs.columbia.edu belongs to an electric X10 controlled lamp in our lab. Secondly, phone numbers are hard to remember, thus needs address book. Thus it doesn't make much difference whether we use phone number or email as long as we know the remote's public key. The main problem to be solved is the distribution of public key in p2p. A certificate-based approach can be used instead.

draft-quittek-p2p-sip-middlebox-00.txt
It tries to list various requirements for NAT traversal in P2P-SIP. Not much new value. Ignores some of the existing NAT traversal schemes such as ICE.

In conclusion, there are still a lot of open issues in P2P-SIP, most notably in security, authentication and NAT/firewall traversal. Any solution for P2P-SIP must reuse the SIP's NAT traversal schemes such as ICE. There is a new version of best practices draft for NAT traversal in SIP.

Thunderbird as a deployment vehicle

One of the reasons for success of Skype is that they already had a deployment vehicle in the form of KaZaA file sharing network. I believe that for mass deployment of any P2P VoIP tool including open standard based P2P-SIP we need free software availability and a deployment vehicle.

Deployment vehicle is just a mechanism or tool that already exists and is widely used, e.g., tools for email, web, file sharing, or something more basic as Windows OS. For example, someone can add P2P-SIP support in popular email clients such as Microsoft Outlook Express or Mozilla Thunderbird. The latter is easier since it is open source.

Project description: the Thunderbird client can be extended to also serve as a (peer-to-peer) voice and IM client. IM buddies would appear in the Thunderbird address book, allowing to display buddies and their online status. IM transcripts might be saved and searched in the same way that messages are saved. This work can leverage a SIP project, http://www.croczilla.com/zap/, and might build on the Cockatoo project at http://cockatoo.mozdev.org.

One issue is that not many people use Thunderbird compared to Microsoft product (although I believe that will change in future). Alternatively, a web interface similar to Gmail and google-talk can be provided that can be easily accessed from any web browser. The challenge is to use P2P instead of central web server.

Email based identity in P2P-SIP

Our p2p-sip architecture (see the previous 'external DHT' post) suggests using email address as user identity for SIP. In particular, our web CGI script (as a certifying authority, CA) generates the user certificate verifying that the user owns the identifier, say bob@example.net, and send this to the email address bob@example.net.

This serves two purposes: (1) no login server: unlike Yahoo/MSN/Skype that need to connect to 'login server' on every login attempt, our p2p-sip uses the (central) CA only for first time use. The user certificate also gets stored in the P2P network, thus no need to connect to the 'login server' again. (2) any identity provider: unlike Yahoo/MSN/Skype/G-Talk that tie the identifier to a particular provider (i.e., @yahoo.com for Yahoo users), we can allow any user identifier as long as the identifier belongs to him.

To avoid use of a single identity (service) provider, one option is to use user's email address as his SIP user id. Thus, identity verification just involves making sure that his user id is a valid email address that belongs to him, and that user has a certificate that proves this.

Our web CGI script generates user certificate, where the user public key and certificate request is supplied by the user (automatically by sipc, on first time use). But to make sure that the user id is his email address, the certificate is sent in the email. This prevents you from using user id "bill@microsoft.com" because you can't get a certificate from our CA unless you own this email address. But if you have an email address say "bob@yahoo.com" or "Robert@msn.net" you can use this as your SIP identifier in p2p-sip, thus not tied to a single provider.

Sending in email is just one of the ways. Alternatively, if a group of users already have user certificates from other trusted entity such as verisign, they don't need to do email based certificates. Another possibility for future work is to also allow 'tel:' identity if the user can call from that telephone number (with caller id) to our VoiceXML service script that verifies that the user owns this telephone number and issues a new certificate (by directly storing in the DHT). This way other friends who know his phone number instead of email address, can also reach him on p2p-sip. Making an outbound call to tel: (similar to sending outbound email) for identity verification is probably not a good idea, unless user somehow pays for the call.

Identity protection (no one else can steal your identity) and verification (others can verify that you own this identity) is just one part of the P2P-SIP security. And using an email-based identity moves the problem of identity issuance and protection from P2P-SIP to your email provider.

Using an external DHT as a SIP location service

In Dec last year, I added support for an external DHT in my SIPpeer application, i.e., the SIP-using-P2P model. A technical report describes the details. In particular I used OpenDHT and built signing and encryption on top of it to allow secure P2P SIP with identity protection. The advantage of using a managed external P2P network is that we can safely assume that OpenDHT nodes are trusted in the sense that they perform DHT routing correctly. Thus the security problem is partly solved, and the identity protection can be done by issuing a certificate to the user if he/she has an email address.

Then in Jan and Feb this year, I wrote a Tcl based SIPpeer connector for OpenDHT, and with the help of Xiaotao Wu, added it to our SIP user agent, sipc. We are trying to see if we can make it opensource or at least freely downloadable for non academic use also. But first I will need to fix some of the usability issues. I will keep the current status posted here on time to time.

SIP-using-P2P vs P2P-over-SIP

I recently saw the video of IETF 64, P2P-SIP Ad hoc meeting. Some of the interesting points from the "SIP based vs DHT based approaches" are as follows: There are two components in P2P+SIP, namely Maintenance (of P2P/DHT) and Lookup (for sending SIP message). In the first SIP-based approach, both the components use SIP, whereas in DHT-based approach, both the components are done using the P2P protocol directly. The first approach just requires resolver-like library in the application, and usage of SIP is incidental. In the second, SIP is overloaded with additional functionality of maintaining the DHT/P2P network.

An intermediate approach is much better, where the DHT maintenance is done using the DHT/P2P protocol (instead of overloading SIP with that), and the lookup is done using SIP (by sending the call request to the next hop node in the P2P network). This gives rise to a P2P-SIP proxies model where the SIP proxies use P2P algorithm to locate the user and proxy the SIP request to the next hop based on the P2P lookup. This differs slightly from the first approach in that this doesn't require the caller node to lookup the user on P2P network before sending the SIP call request. The caller uses its local structures (such as finger table for Chord), locates the next hop and proxies the call request to the next hop. The intermediate approach takes the advantage of SIP-based model, as well as preseves the simplicity of DHT-based approach.

2 P2P or Not 2 P2P?

I read an interesting paper on whether P2P is appropriate for an application or not. Although the paper is based on file sharing work, it seems to suggest (see chart on page 8, and conclusions at the end) that P2P may not be appropriate for global Internet telephony kind of applications where participants do not trust each other and the resources are of low relevance (since individual phone number/user identifier in p2p-sip are not interesting to many peers; unlike popular files). The reason being, too much overhead due to distrust, and over due to non-natural p2p network evolution if the resources are not popular.

However, if the trust problem can be solved in p2p-sip, I believe that p2p-sip will be useful because it can provide serverless VoIP at different scale -- small organizations, to global Internet. The current skype model may fit as an appropriate application for p2p because the protocol is closed, which makes the different clients to trust each other to some extent (i.e., the application is not malicious).

First post: initial set of references

The recent news is that I am back from a long stay in India of about five months. I decided to start a new blog to put together my findings and readings on P2P-SIP and VoIP in general. If you would like to be added a team member for this blogger please drop me an email and I will add you!

I will start with references to my work. You can see a brief overview of our P2P-SIP design as a short paper, a more detailed architecture document or an extended overview paper. I also have an implementation running on Linux. The implementation report describes the details of the implementation so that others can also implement similar system.

There are many other papers on the p2p-sip website, including the original SoSIMPLE technical report, and internet drafts by Alan Johnston, Nimcat Networks and College of William and Mary.