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<rfc category="std" docName="draft-ietf-p2psip-base-02"
     ipr="pre5378Trust200902">
  <front>
    <title abbrev="RELOAD Base">REsource LOcation And Discovery (RELOAD) Base
    Protocol</title>

    <author fullname="Cullen Jennings" initials="C." surname="Jennings">
      <organization>Cisco</organization>

      <address>
        <postal>
          <street>170 West Tasman Drive</street>

          <street>MS: SJC-21/2</street>

          <city>San Jose</city>

          <region>CA</region>

          <code>95134</code>

          <country>USA</country>
        </postal>

        <phone>+1 408 421-9990</phone>

        <email>fluffy@cisco.com</email>
      </address>
    </author>

    <author fullname="Bruce B. Lowekamp" initials="B. B." role="editor"
            surname="Lowekamp">
      <organization>unaffiliated</organization>

      <address>
        <postal>
          <street>2790 Linden Ln</street>

          <city>Williamsburg</city>

          <region>VA</region>

          <code>23185</code>

          <country>USA</country>
        </postal>

        <email>bbl@lowekamp.net</email>
      </address>
    </author>

    <author fullname="Eric Rescorla" initials="E.K." surname="Rescorla">
      <organization>Network Resonance</organization>

      <address>
        <postal>
          <street>2064 Edgewood Drive</street>

          <city>Palo Alto</city>

          <region>CA</region>

          <code>94303</code>

          <country>USA</country>
        </postal>

        <phone>+1 650 320-8549</phone>

        <email>ekr@networkresonance.com</email>
      </address>
    </author>

    <author fullname="Salman A. Baset" initials="S.A." surname="Baset">
      <organization>Columbia University</organization>

      <address>
        <postal>
          <street>1214 Amsterdam Avenue</street>

          <city>New York</city>

          <region>NY</region>

          <country>USA</country>
        </postal>

        <email>salman@cs.columbia.edu</email>
      </address>
    </author>

    <author fullname="Henning Schulzrinne" initials="H.G."
            surname="Schulzrinne">
      <organization>Columbia University</organization>

      <address>
        <postal>
          <street>1214 Amsterdam Avenue</street>

          <city>New York</city>

          <region>NY</region>

          <country>USA</country>
        </postal>

        <email>hgs@cs.columbia.edu</email>
      </address>
    </author>

    <date day="07" month="March" year="2009" />

    <area>RAI</area>

    <workgroup>P2PSIP</workgroup>

    <abstract>
      <t>In this document the term BCP 78 and BCP 79 refer to RFC 3978 and RFC
      3979 respectively. They refer only to those RFCs and not any documents
      that update or supersede them.</t>

      <t>This document defines REsource LOcation And Discovery (RELOAD), a
      peer-to-peer (P2P) signaling protocol for use on the Internet. A P2P
      signaling protocol provides its clients with an abstract storage and
      messaging service between a set of cooperating peers that form the
      overlay network. RELOAD is designed to support a P2P Session Initiation
      Protocol (P2PSIP) network, but can be utilized by other applications
      with similar requirements by defining new usages that specify the kinds
      of data that must be stored for a particular application. RELOAD defines
      a security model based on a certificate enrollment service that provides
      unique identities. NAT traversal is a fundamental service of the
      protocol. RELOAD also allows access from "client" nodes that do not need
      to route traffic or store data for others.</t>
    </abstract>

    <note title="Legal">
      <t>This documents and the information contained therein are provided on
      an "AS IS" basis and THE CONTRIBUTOR, THE ORGANIZATION HE/SHE REPRESENTS
      OR IS SPONSORED BY (IF ANY), THE INTERNET SOCIETY, THE IETF TRUST AND
      THE INTERNET ENGINEERING TASK FORCE DISCLAIM ALL WARRANTIES, EXPRESS OR
      IMPLIED, INCLUDING BUT NOT LIMITED TO ANY WARRANTY THAT THE USE OF THE
      INFORMATION THEREIN WILL NOT INFRINGE ANY RIGHTS OR ANY IMPLIED
      WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.</t>
    </note>
  </front>

  <middle>
    <section title="Introduction">
      <!-- TODO EKR: compare this against the glossary so that each
      term is introduced -->

      <t>This document defines REsource LOcation And Discovery (RELOAD), a
      peer-to-peer (P2P) signaling protocol for use on the Internet. It
      provides a generic, self-organizing overlay network service, allowing
      nodes to efficiently route messages to other nodes and to efficiently
      store and retrieve data in the overlay. RELOAD provides several features
      that are critical for a successful P2P protocol for the Internet:</t>

      <t><list style="hanging">
          <t></t>

          <t hangText="Security Framework:">A P2P network will often be
          established among a set of peers that do not trust each other.
          RELOAD leverages a central enrollment server to provide credentials
          for each peer which can then be used to authenticate each operation.
          This greatly reduces the possible attack surface.</t>

          <t></t>

          <t hangText="Usage Model:">RELOAD is designed to support a variety
          of applications, including P2P multimedia communications with the
          Session Initiation Protocol <xref
          target="I-D.ietf-p2psip-sip"></xref>. RELOAD allows the definition
          of new application usages, each of which can define its own data
          types, along with the rules for their use. This allows RELOAD to be
          used with new applications through a simple documentation process
          that supplies the details for each application.</t>

          <t></t>

          <t hangText="NAT Traversal:">RELOAD is designed to function in
          environments where many if not most of the nodes are behind NATs or
          firewalls. Operations for NAT traversal are part of the base design,
          including using ICE to establish new RELOAD or application protocol
          connections.</t>

          <t></t>

          <t hangText="High Performance Routing:">The very nature of overlay
          algorithms introduces a requirement that peers participating in the
          P2P network route requests on behalf of other peers in the network.
          This introduces a load on those other peers, in the form of
          bandwidth and processing power. RELOAD has been defined with a
          simple, lightweight forwarding header, thus minimizing the amount of
          effort required by intermediate peers.</t>

          <t></t>

          <t hangText="Pluggable Overlay Algorithms:">RELOAD has been designed
          with an abstract interface to the overlay layer to simplify
          implementing a variety of structured (DHT) and unstructured overlay
          algorithms. This specification also defines how RELOAD is used with
          Chord, which is mandatory to implement. Specifying a default "must
          implement" overlay algorithm will allow interoperability, while the
          extensibility allows selection of overlay algorithms optimized for a
          particular application.</t>
        </list></t>

      <t>These properties were designed specifically to meet the requirements
      for a P2P protocol to support SIP. This document defines the base
      protocol for the distributed storage and location service, as well as
      critical usages for NAT traversal and security. The SIP Usage itself is
      described separately in <xref target="I-D.ietf-p2psip-sip"></xref>.
      RELOAD is not limited to usage by SIP and could serve as a tool for
      supporting other P2P applications with similar needs. RELOAD is also
      based on the concepts introduced in <xref
      target="I-D.ietf-p2psip-concepts"></xref>.</t>

      <section title="Basic Setting">
        <t>In this section, we provide a brief overview of the operational
        setting for RELOAD. See the concepts document for more details. A
        RELOAD Overlay Instance consists of a set of nodes arranged in a
        partly connected graph. Each node in the overlay is assigned a numeric
        Node-ID which, together with the specific overlay algorithm in use,
        determines its position in the graph and the set of nodes it connects
        to. The figure below shows a trivial example which isn't drawn from
        any particular overlay algorithm, but was chosen for convenience of
        representation.</t>

        <figure>
          <artwork><![CDATA[
          +--------+              +--------+              +--------+ 
          | Node 10|--------------| Node 20|--------------| Node 30|
          +--------+              +--------+              +--------+ 
              |                       |                       |
              |                       |                       |
          +--------+              +--------+              +--------+ 
          | Node 40|--------------| Node 50|--------------| Node 60|
          +--------+              +--------+              +--------+ 
              |                       |                       |
              |                       |                       |
          +--------+              +--------+              +--------+ 
          | Node 70|--------------| Node 80|--------------| Node 90|
          +--------+              +--------+              +--------+ 
                                      |
                                      |
                                  +--------+
                                  | Node 85|
                                  |(Client)|
                                  +--------+
              ]]></artwork>
        </figure>

        <t>Because the graph is not fully connected, when a node wants to send
        a message to another node, it may need to route it through the
        network. For instance, Node 10 can talk directly to nodes 20 and 40,
        but not to Node 70. In order to send a message to Node 70, it would
        first send it to Node 40 with instructions to pass it along to Node
        70. Different overlay algorithms will have different connectivity
        graphs, but the general idea behind all of them is to allow any node
        in the graph to efficiently reach every other node within a small
        number of hops.</t>

        <t>The RELOAD network is not only a messaging network. It is also a
        storage network. Records are stored under numeric addresses which
        occupy the same space as node identifiers. Nodes are responsible for
        storing the data associated with some set of addresses as determined
        by their Node-ID. For instance, we might say that every node is
        responsible for storing any data value which has an address less than
        or equal to its own Node-ID, but greater than the next lowest Node-ID.
        Thus, Node-20 would be responsible for storing values 11-20.</t>

        <t>RELOAD also supports clients. These are nodes which have Node-IDs
        but do not participate in routing or storage. For instance, in the
        figure above Node 85 is a client. It can route to the rest of the
        RELOAD network via Node 80, but no other node will route through it
        and Node 90 is still responsible for all addresses between 81-90. We
        refer to non-client nodes as peers.</t>

        <t>Other applications (for instance, SIP) can be defined on top of
        RELOAD and use these two basic RELOAD services to provide their own
        services.</t>
      </section>

      <section title="Architecture">
        <t>RELOAD is fundamentally an overlay network. Therefore, it can be
        divided into components that mimic the layering of the Internet
        model<xref target="RFC1122"></xref>.</t>

        <figure>
          <artwork><![CDATA[
          Application                                                     
                                                                          
      +-------+  +-------+                                                
      | SIP   |  | XMPP  |  ...                                           
      | Usage |  | Usage |                                                
      +-------+  +-------+                                                
    -------------------------------------- Messaging API                  
  +------------------+     +---------+                                    
  |     Message      |<--->| Storage |                                    
  |    Transport     |     +---------+                                    
  +------------------+           ^                                        
         ^       ^               |                                        
         |       v               v                                        
         |     +-------------------+                                      
         |     |    Topology       |                                      
         |     |     Plugin        |                                      
         |     +-------------------+                                      
         |         ^                                                      
         v         v                                                      
      +------------------+                                                
      |  Forwarding &    |                                                
      | Link Management  |                                                
      +------------------+                                                
    -------------------------------------- Overlay Link API               
       +-------+  +------+                                                
       |TLS    |  |DTLS  |  ...                                           
       +-------+  +------+                                                
              ]]></artwork>
        </figure>

        <t>The major components of RELOAD are:</t>

        <t><list style="hanging">
            <t></t>

            <t hangText="Usage Layer:">Each application defines a RELOAD
            usage; a set of data kinds and behaviors which describe how to use
            the services provided by RELOAD. These usages all talk to RELOAD
            through a common Message Transport API.</t>

            <t></t>

            <t hangText="Message Transport:">Handles the end-to-end
            reliability, manages request state for the usages, and forwards
            Store and Fetch operations to the Storage component. Delivers
            message responses to the component initiating the request.</t>

            <t></t>

            <t hangText="Storage:">The Storage component is responsible for
            processing messages relating to the storage and retrieval of data.
            It talks directly to the Topology Plugin to manage data
            replication and migration, and it talks to the Message Transport
            to send and receive messages.</t>

            <t></t>

            <t hangText="Topology Plugin:">The Topology Plugin is responsible
            for implementing the specific overlay algorithm being used. It
            uses the Message Transport component to send and receive overlay
            management messages, to the Storage component to manage data
            replication, and directly to the Forwarding Layer to control
            hop-by-hop message forwarding. This component closely parallels
            conventional routing algorithms, but is more tightly coupled to
            the Forwarding Layer because there is no single "routing table"
            equivalent used by all overlay algorithms.</t>

            <t></t>

            <t hangText="Forwarding and Link Management Layer:">Stores and
            implements the routing table by providing packet forwarding
            services between nodes. It also handles establishing new links
            between nodes, including setting up connections across NATs using
            ICE.</t>

            <t></t>

            <t hangText="Overlay Link Layer:">TLS <xref target="RFC5246"/>
	    and DTLS <xref target="RFC4347"/> are the "link
            layer" protocols used by RELOAD for hop-by-hop communication. Each
            such protocol includes the appropriate provisions for per-hop
            framing or hop-by-hop ACKs required by unreliable transports.</t>
          </list></t>

        <t>To further clarify the roles of the various layer, this figure
        parallels the architecture with each layer's role from an overlay
        perspective and implementation layer in the internet:</t>

        <figure>
          <artwork><![CDATA[
              | Internet Model  |                                       
  Real        |   Equivalent    |          Reload                       
Internet      |   in Overlay    |       Architecture                    
--------------+-----------------+------------------------------------   
              |                 |    +-------+  +-------+               
              |  Application    |    | SIP   |  | XMPP  |  ...          
              |                 |    | Usage |  | Usage |               
              |                 |    +-------+  +-------+               
              |                 |  ----------------------------------   
              |                 |+------------------+     +---------+   
              |   Transport     ||     Message      |<--->| Storage |   
              |                 ||    Transport     |     +---------+   
              |                 |+------------------+           ^       
              |                 |       ^       ^               |       
              |                 |       |       v               v       
Application   |                 |       |     +-------------------+     
              |   (Routing)     |       |     |    Topology       |     
              |                 |       |     |     Plugin        |     
              |                 |       |     +-------------------+     
              |                 |       v         ^                     
              |                 |                 v                     
              |    Network      |    +------------------+               
              |                 |    |  Forwarding &    |               
              |                 |    | Link Management  |               
              |                 |    +------------------+               
              |                 |  ----------------------------------   
Transport     |      Link       |     +-------+  +------+               
              |                 |     |TLS    |  |DTLS  |  ...          
              |                 |     +-------+  +------+               
--------------+-----------------+------------------------------------   
   Network    |                                                         
              |                                                         
     Link     |                                                         
              ]]></artwork>
        </figure>

        <section title="Usage Layer">
          <t>The top layer, called the Usage Layer, has application usages,
          such as the SIP Location Usage, that use the abstract Message
          Transport API provided by RELOAD. The goal of this layer is to
          implement application-specific usages of the generic overlay
          services provided by RELOAD. The usage defines how a specific
          application maps its data into something that can be stored in the
          overlay, where to store the data, how to secure the data, and
          finally how applications can retrieve and use the data.</t>

          <t>The architecture diagram shows both a SIP usage and an XMPP
          usage. A single application may require multiple usages, for example
          a SIP application may also require a voicemail usage. A usage may
          define multiple kinds of data that are stored in the overlay and may
          also rely on kinds originally defined by other usages.</t>

          <t>Because the security and storage policies for each kind are
          dictated by the usage defining the kind, the usages may be coupled
          with the Storage component to provide security policy enforcement
          and to implement appropriate storage strategies according to the
          needs of the usage. The exact implementation of such an interface is
          outside the scope of this draft.</t>
        </section>

        <section title="Message Transport">
          <t>The Message Transport provides a generic message routing service
          for the overlay. The Message Transport layer is responsible for
          end-to-end message transactions, including retransmissions. Each
          peer is identified by its location in the overlay as determined by
          its Node-ID. A component that is a client of the Message Transport
          can perform two basic functions:</t>

          <t><list style="symbols">
              <t>Send a message to a given peer specified by Node-ID or to the
              peer responsible for a particular Resource-ID.</t>

              <t>Receive messages that other peers sent to a Node-ID or
              Resource-ID for which this peer is responsible.</t>
            </list></t>

          <t>All usages rely on the Message Transport component to send and
          receive messages from peers. For instance, when a usage wants to
          store data, it does so by sending Store requests. Note that the
          Storage component and the Topology Plugin are themselves clients of
          the Message Transport, because they need to send and receive
          messages from other peers.</t>

          <t>The Message Transport API is similar to those described as
          providing "Key based routing" (KBR), although as RELOAD supports
          different overlay algorithms (including non-DHT overlay algorithms)
          that calculate keys in different ways, the actual interface must
          accept Resource Names rather than actual keys.</t>
        </section>

        <section title="Storage">
          <t>One of the major functions of RELOAD is to allow nodes to store
          data in the overlay and to retrieve data stored by other nodes or by
          themselves. The Storage component is responsible for processing data
          storage and retrieval messages. For instance, the Storage component
          might receive a Store request for a given resource from the Message
          Transport. It would then query the appropriate usage before storing
          the data value(s) in its local data store and sends a response to
          the Message Transport for delivery to the requesting peer.
          Typically, these messages will come for other nodes, but depending
          on the overlay topology, a node might be responsible for storing
          data for itself as well, especially if the overlay is small.</t>

          <t>A peer's Node-ID determines the set of resources that it will be
          responsible for storing. However, the exact mapping between these is
          determined by the overlay algorithm used by the overlay. The Storage
          component will only receive a Store request from the Message
          Transport if this peer is responsible for that Resource-ID. The
          Storage component is notified by the Topology Plugin when the
          Resource-IDs for which it is responsible change, and the Storage
          component is then responsible for migrating resources to other
          peers, as required.</t>
        </section>

        <section title="Topology Plugin">
          <t>RELOAD is explicitly designed to work with a variety of overlay
          algorithms. In order to facilitate this, the overlay algorithm
          implementation is provided by a Topology Plugin so that each overlay
          can select an appropriate overlay algorithm that relies on the
          common RELOAD core protocols and code.</t>

          <t>The Topology Plugin is responsible for maintaining the overlay
          algorithm Routing Table, which is consulted by the Forwarding and
          Link Management Layer before routing a message. When connections are
          made or broken, the Forwarding and Link Management Layer notifies
          the Topology Plugin, which adjusts the routing table as appropriate.
          The Topology Plugin will also instruct the Forwarding and Link
          Management Layer to form new connections as dictated by the
          requirements of the overlay algorithm Topology. The Topology Plugin
          issues periodic update requests through Message Transport to
          maintain and update its Routing Table.</t>

          <t>As peers enter and leave, resources may be stored on different
          peers, so the Topology Plugin also keeps track of which peers are
          responsible for which resources. As peers join and leave, the
          Topology Plugin instructs the Storage component to issue resource
          migration requests as appropriate, in order to ensure that other
          peers have whatever resources they are now responsible for. The
          Topology Plugin is also responsible for providing redundant data
          storage to protect against loss of information in the event of a
          peer failure and to protect against compromised or subversive
          peers.</t>
        </section>

        <section title="Forwarding and Link Management Layer">
          <t>The Forwarding and Link Management Layer is responsible for
          getting a packet to the next peer, as determined by the Topology
          Plugin. This Layer establishes and maintains the network connections
          as required by the Topology Plugin. This layer is also responsible
          for setting up connections to other peers through NATs and firewalls
          using ICE, and it can elect to forward traffic using relays for NAT
          and firewall traversal.</t>

          <t>This layer provides a fairly generic interface that allows the
          topology plugin control the overlay and resource operations and
          messages. Since each overlay algorithm is defined and functions
          differently, we generically refer to the table of other peers that
          the overlay algorithm maintains and uses to route requests
          (neighbors) as a Routing Table. The Topology Plugin actually owns
          the Routing Table, and forwarding decisions are made by querying the
          Topology Plugin for the next hop for a particular Node-ID or
          Resource-ID. If this node is the destination of the message, the
          message is delivered to the Message Transport.</t>

          <t>The Forwarding and Link Management Layer sits on top of the
          Overlay Link Layer protocols that carry the actual traffic. This
          specification defines how to use DTLS and TLS protocols to carry
          RELOAD messages.</t>
        </section>
      </section>

      <section title="Security">
        <t>RELOAD's security model is based on each node having one or more
        public key certificates. In general, these certificates will be
        assigned by a central server which also assigns Node-IDs, although
        self-signed certificates can be used in closed networks. These
        credentials can be leveraged to provide communications security for
        RELOAD messages. RELOAD provides communications security at three
        levels:</t>

        <t><list style="hanging">
            <t hangText="Connection Level: ">Connections between peers are
            secured with TLS or DTLS.</t>

            <t hangText="Message Level: ">Each RELOAD message must be
            signed.</t>

            <t hangText="Object Level: ">Stored objects must be signed by the
            storing peer.</t>
          </list></t>

        <t>These three levels of security work together to allow peers to
        verify the origin and correctness of data they receive from other
        peers, even in the face of malicious activity by other peers in the
        overlay. RELOAD also provides access control built on top of these
        communications security features. Because the peer responsible for
        storing a piece of data can validate the signature on the data being
        stored, the responsible peer can determine whether a given operation
        is permitted or not.</t>

        <t>RELOAD also provides a shared secret based admission control
        feature using shared secrets and TLS-PSK. In order to form a TLS
        connection to any node in the overlay, a new node needs to know the
        shared overlay key, thus restricting access to authorized users.</t>
      </section>

      <section title="Structure of This Document">
        <t>The remainder of this document is structured as follows.</t>

        <t><list style="symbols">
            <t><xref target="sec-term"></xref> provides definitions of terms
            used in this document.</t>

            <t><xref target="sec-overlay-overview"></xref> provides an
            overview of the mechanisms used to establish and maintain the
            overlay.</t>

            <t><xref target="sec-app-support"></xref> provides an overview of
            the mechanism RELOAD provides to support other applications.</t>

            <t><xref target="sec-overlay-protocol"></xref> defines the
            protocol messages that RELOAD uses to establish and maintain the
            overlay.</t>

            <t><xref target="sec-data-protocol"></xref> defines the protocol
            messages that are used to store and retrieve data using
            RELOAD.</t>

            <t><xref target="sec-store-usage"></xref> defines the Certificate
            Store Usage that is fundamental to RELOAD security.</t>

            <t><xref target="sec-turn-server"></xref> defines the TURN Server
            Usage needed to locate TURN servers for NAT traversal.</t>

            <t><xref target="sec-chord-algorithm"></xref> defines a specific
            Topology Plugin using Chord.</t>

            <t><xref target="sec-enrollment"></xref> defines the mechanisms
            that new RELOAD nodes use to join the overlay for the first
            time.</t>

            <t><xref target="sec-msgflow"></xref> provides an extended
            example.</t>
          </list></t>
      </section>
    </section>

    <section anchor="sec-term" title="Terminology">
      <t>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 <xref
      target="RFC2119">RFC 2119</xref>.</t>

      <t>We use the terminology and definitions from the <xref
      target="I-D.ietf-p2psip-concepts">Concepts and Terminology for Peer to
      Peer SIP</xref> draft extensively in this document. Other terms used in
      this document are defined inline when used and are also defined below
      for reference. Terms which are new to this document (and perhaps should
      be added to the concepts document) are marked with a (*).</t>

      <t><list style="hanging">
          <t></t>

          <t hangText="DHT:">A distributed hash table. A DHT is an abstract
          hash table service realized by storing the contents of the hash
          table across a set of peers.</t>

          <t></t>

          <t hangText="Overlay Algorithm:">An overlay algorithm defines the
          rules for determining which peers in an overlay store a particular
          piece of data and for determining a topology of interconnections
          amongst peers in order to find a piece of data.</t>

          <t></t>

          <t hangText="Overlay Instance:">A specific overlay algorithm and the
          collection of peers that are collaborating to provide read and write
          access to it. There can be any number of overlay instances running
          in an IP network at a time, and each operates in isolation of the
          others.</t>

          <t></t>

          <t hangText="Peer:">A host that is participating in the overlay.
          Peers are responsible for holding some portion of the data that has
          been stored in the overlay and also route messages on behalf of
          other hosts as required by the Overlay Algorithm.</t>

          <t></t>

          <t hangText="Client:">A host that is able to store data in and
          retrieve data from the overlay but which is not participating in
          routing or data storage for the overlay.</t>

          <t></t>

          <t hangText="Node:">We use the term "Node" to refer to a host that
          may be either a Peer or a Client. Because RELOAD uses the same
          protocol for both clients and peers, much of the text applies
          equally to both. Therefore we use "Node" when the text applies to
          both Clients and Peers and the more specific term when the text
          applies only to Clients or only to Peers.</t>

          <t></t>

          <t hangText="Node-ID:">A 128-bit value that uniquely identifies a
          node. Node-IDs 0 and 2^128 - 1 are reserved and are invalid
          Node-IDs. A value of zero is not used in the wire protocol but can
          be used to indicate an invalid node in implementations and APIs. The
          Node-ID of 2^128-1 is used on the wire protocol as a wildcard.
          (*)</t>

          <t></t>

          <t hangText="Resource:">An object or group of objects associated
          with a string identifier see "Resource Name" below.</t>

          <t></t>

          <t hangText="Resource Name:">The potentially human readable name by
          which a resource is identified. In unstructured P2P networks, the
          resource name is sometimes used directly as a Resource-ID. In
          structured P2P networks the resource name is typically mapped into a
          Resource-ID by using the string as the input to hash function. A SIP
          resource, for example, is often identified by its AOR which is an
          example of a Resource Name.(*)</t>

          <t></t>

          <t hangText="Resource-ID:">A value that identifies some resources
          and which is used as a key for storing and retrieving the resource.
          Often this is not human friendly/readable. One way to generate a
          Resource-ID is by applying a mapping function to some other unique
          name (e.g., user name or service name) for the resource. The
          Resource-ID is used by the distributed database algorithm to
          determine the peer or peers that are responsible for storing the
          data for the overlay. In structured P2P networks, Resource-IDs are
          generally fixed length and are formed by hashing the resource name.
          In unstructured networks, resource names may be used directly as
          Resource-IDs and may have variable length.</t>

          <t></t>

          <t hangText="Connection Table:">The set of peers to which a node is
          directly connected. This includes nodes with which Attach handshakes
          have been done but which have not sent any Updates.</t>

          <t></t>

          <t hangText="Routing Table:">The set of peers which a node can use
          to route overlay messages. In general, these peers will all be on
          the connection table but not vice versa, because some peers will
          have Attached but not sent updates. Peers may send messages directly
          to peers which are on the connection table but may only route
          messages to other peers through peers which are on the routing
          table. (*)</t>

          <t></t>

          <t hangText="Destination List:">A list of IDs through which a
          message is to be routed. A single Node-ID is a trivial form of
          destination list. (*)</t>

          <t></t>

          <t hangText="Usage:">A usage is an application that wishes to use
          the overlay for some purpose. Each application wishing to use the
          overlay defines a set of data kinds that it wishes to use. The SIP
          usage defines the location data kind. (*)</t>
        </list></t>
    </section>

    <section anchor="sec-overlay-overview" title="Overlay Management Overview">
      <t>The most basic function of RELOAD is as a generic overlay network.
      Nodes need to be able to join the overlay, form connections to other
      nodes, and route messages through the overlay to nodes to which they are
      not directly connected. This section provides an overview of the
      mechanisms that perform these functions.</t>

      <section anchor="sec.overview.security"
               title="Security and Identification">
        <t>Every node in the RELOAD overlay is identified by a Node-ID. The
        Node-ID is used for three major purposes:</t>

        <t><list style="symbols">
            <t>To address the node itself.</t>

            <t>To determine its position in the overlay topology when the
            overlay is structured.</t>

            <t>To determine the set of resources for which the node is
            responsible.</t>
          </list></t>

        <t>Each node has a certificate <xref target="RFC3280"></xref>
        containing a Node-ID, which is globally unique.</t>

        <t>The certificate serves multiple purposes:</t>

        <t><list style="symbols">
            <t>It entitles the user to store data at specific locations in the
            Overlay Instance. Each data kind defines the specific rules for
            determining which certificates can access each Resource-ID/Kind-ID
            pair. For instance, some kinds might allow anyone to write at a
            given location, whereas others might restrict writes to the owner
            of a single certificate.</t>

            <t>It entitles the user to operate a node that has a Node-ID found
            in the certificate. When the node forms a connection to another
            peer, it can use this certificate so that a node connecting to it
            knows it is connected to the correct node. In addition, the node
            can sign messages, thus providing integrity and authentication for
            messages which are sent from the node.</t>

            <t>It entitles the user to use the user name found in the
            certificate.</t>
          </list></t>

        <t>If a user has more than one device, typically they would get one
        certificate for each device. This allows each device to act as a
        separate peer.</t>

        <t>RELOAD supports two certificate issuance models. The first is based
        on a central enrollment process which allocates a unique name and
        Node-ID to the node a certificate for a public/private key pair for
        the user. All peers in a particular Overlay Instance have the
        enrollment server as a trust anchor and so can verify any other peer's
        certificate.</t>

        <t>In some settings, a group of users want to set up an overlay
        network but are not concerned about attack by other users in the
        network. For instance, users on a LAN might want to set up a short
        term ad hoc network without going to the trouble of setting up an
        enrollment server. RELOAD supports the use of self-generated and
        self-signed certificates. When self-signed certificates are used, the
        node also generates its own Node-ID and username. The Node-ID is
        computed as a digest of the public key, to prevent Node-ID theft,
        however this model is still subject to a number of known attacks (most
        notably Sybil attacks <xref target="Sybil"></xref>) and can only be
        safely used in closed networks where users are mutually trusting.</t>

        <t>The general principle here is that the security mechanisms (TLS and
        message signatures) are always used, even if the certificates are
        self-signed. This allows for a single set of code paths in the systems
        with the only difference being whether certificate verification is
        required to chain to a single root of trust.</t>

        <section anchor="sec-shared-key" title="Shared-Key Security">
          <t>RELOAD also provides an admission control system based on shared
          keys. In this model, the peers all share a single key which is used
          to authenticate the peer-to-peer connections via
          TLS-PSK/TLS-SRP.</t>
        </section>
      </section>

      <section title="Clients">
        <t>RELOAD defines a single protocol that is used both as the peer
        protocol and the client protocol for the overlay. This simplifies
        implementation, particularly for devices that may act in either role,
        and allows clients to inject messages directly into the overlay.</t>

        <t>We use the term "peer" to identify a node in the overlay that
        routes messages for nodes other than those to which it is directly
        connected. Peers typically also have storage responsibilities. We use
        the term "client" to refer to nodes that do not have routing or
        storage responsibilities. When text applies to both peers and clients,
        we will simply refer to such a device as a "node."</t>

        <t>RELOAD's client support allows nodes that are not participating in
        the overlay as peers to utilize the same implementation and to benefit
        from the same security mechanisms as the peers. Clients possess and
        use certificates that authorize the user to store data at its
        locations in the overlay. The Node-ID in the certificate is used to
        identify the particular client as a member of the overlay and to
        authenticate its messages.</t>

        <t>For more discussion of the motivation for RELOAD's client support,
        see <xref target="sec-why-clients"></xref>.</t>

        <section title="Client Routing">
          <t>There are two routing options by which a client may be located in
          an overlay.</t>

          <t><list style="symbols">
              <t>Establish a connection to the peer responsible for the
              client's Node-ID in the overlay. Then requests may be sent
              from/to the client using its Node-ID in the same manner as if it
              were a peer, because the responsible peer in the overlay will
              handle the final step of routing to the client. This will not
              work in overlays where NAT or firewall do not allow all clients
              to form connections with any other peer.</t>

              <t>Establish a connection with an arbitrary peer in the overlay
              (perhaps based on network proximity or an inability to establish
              a direct connection with the responsible peer). In this case,
              the client will rely on RELOAD's Destination List feature to
              ensure reachability. The client can initiate requests, and any
              node in the overlay that knows the Destination List to its
              current location can reach it, but the client is not directly
              reachable directly using only its Node-ID. The Destination List
              required to reach it must be learnable via other mechanisms,
              such as being stored in the overlay by a usage, if the client is
              to receive incoming requests from other members of the
              overlay.</t>
            </list></t>
        </section>

        <section title="Minimum Functionality Requirements for Clients">
          <t>A node may act as a client simply because it does not have the
          resources or even an implementation of the topology plugin required
          to acts as a peer in the overlay. In order to exchange RELOAD
          messages with a peer, a client must meet a minimum level of
          functionality. Such a client must:</t>

          <!-- TODO add xrefs to relevant sections-->

          <t><list style="symbols">
              <t>Implement RELOAD's connection-management connections that are
              used to establish the connection with the peer.</t>

              <t>Implement RELOAD's data retrieval methods (with client
              functionality).</t>

              <t>Be able to calculate Resource-IDs used by the overlay.</t>

              <t>Possess security credentials required by the overlay it is
              implementing.</t>
            </list></t>

          <t>A client speaks the same protocol as the peers, knows how to
          calculate Resource-IDs, and signs its requests in the same manner as
          peers. While a client does not necessarily require a full
          implementation of the overlay algorithm, calculating the Resource-ID
          requires an implementation of the appropriate algorithm for the
          overlay.</t>

          <t>RELOAD does not support a separate protocol for clients that do
          not meet these functionality requirements. Any such extension would
          either entail compromises on the features of RELOAD or require an
          entirely new protocol to reimplement the core features of RELOAD.
          Furthermore, for SIP and many other applications, a native
          application-level protocol already exists that is sufficient for
          such a client to interact with a member of the RELOAD overlay.</t>
        </section>
      </section>

      <section title="Routing">
        <t>This section will discuss the requirements RELOAD's routing
        capabilities must meet, then describe the routing features in the
        protocol, and provide a brief overview of how they are used. <xref
        target="sec-route-alt"></xref> discusses some alternative designs and
        the tradeoffs that would be necessary to support them.</t>

        <t>RELOAD's routing capabilities must meet the following
        requirements:</t>

        <t><list style="hanging">
            <t hangText="NAT Traversal: ">RELOAD must support establishing and
            using connections between nodes separated by one or more NATs,
            including locating peers behind NATs for those overlays
            allowing/requiring it.</t>

            <t hangText="Clients: ">RELOAD must support requests from and to
            clients that do not participate in overlay routing.</t>

            <t hangText="Client promotion:">RELOAD must support clients that
            become peers at a later point as determined by the overlay
            algorithm and deployment.</t>

            <t hangText="Low state: ">RELOAD's routing algorithms must not
            require significant state to be stored on intermediate peers.</t>

            <t hangText="Return routability in unstable topologies: ">At some
            points in times, different nodes may have inconsistent information
            about the connectivity of the routing graph. In all cases, the
            response to a request needs to delivered to the node that sent the
            request and not to some other node.</t>
          </list></t>

        <t>To meet these requirements, RELOAD's routing relies on two basic
        mechanisms:</t>

        <t><list style="hanging">
            <t hangText="Via Lists: ">The forwarding header used by all RELOAD
            messages contains both a Via List (built hop-by-hop as the message
            is routed through the overlay) and a Destination List (providing
            source-routing capabilities for requests and return-path routing
            for responses).</t>

            <t hangText="Route_Query: ">The Route_Query method allows a node
            to query a peer for the next hop it will use to route a message.
            This method is useful for diagnostics and for iterative
            routing.</t>
          </list></t>

        <t>The basic routing mechanism used by RELOAD is Symmetric Recursive.
        We will first describe symmetric routing and then discuss its
        advantages in terms of the requirements discussed above.</t>

        <t>Symmetric recursive routing requires a message follow the path
        through the overlay to the destination without returning to the
        originating node: each peer forwards the message closer to its
        destination. The return path of the response is then the same path
        followed in reverse. For example, a message following a route from A
        to Z through B and X:</t>

        <figure>
          <artwork><![CDATA[
A         B         X         Z
-------------------------------

---------->
Dest=Z
          ---------->
          Via=A
          Dest=Z
                    ---------->
                    Via=A, B
                    Dest=Z

              
                    <----------
                   Dest=X, B, A
          <----------
            Dest=B, A
<----------
     Dest=A
              ]]></artwork>
        </figure>

        <t>Note that the preceding Figure does not indicate whether A is a
        client or peer, A forwards its request to B and the response is
        returned to A in the same manner regardless of A's role in the
        overlay.</t>

        <t>This figure shows use of full via-lists by intermediate peers B and
        X. However, if B and/or X are willing to store state, then they may
        elect to truncate the lists, save that information internally (keyed
        by the transaction id), and return the response message along the path
        from which it was received when the response is received. This option
        requires greater state on intermediate peers but saves a small amount
        of bandwidth and reduces the need for modifying the message in route.
        Selection of this mode of operation is a choice for the individual
        peer, the techniques are interoperable even on a single message. The
        figure below shows B using full via lists but X truncating them and
        saving the state internally.</t>

        <figure>
          <artwork><![CDATA[
A         B         X         Z
-------------------------------

---------->
Dest=Z
          ---------->
          Via=A
          Dest=Z
                    ---------->
                    Dest=Z
              
                    <----------
                         Dest=X
            <----------
            Dest=B, A
<----------
     Dest=A
              ]]></artwork>
        </figure>

        <t>For debugging purposes, a Route Log attribute is available that
        stores information about each peer as the message is forwarded.</t>

        <t>RELOAD also supports a basic Iterative routing mode (where the
        intermediate peers merely return a response indicating the next hop,
        but do not actually forward the message to that next hop themselves).
        Iterative routing is implemented using the Route_Query method, which
        requests this behavior. Note that iterative routing is selected only
        by the initiating node. RELOAD does not support an intermediate peer
        returning a response that it will not recursively route a normal
        request. The willingness to perform that operation is implicit in its
        role as a peer in the overlay.</t>
      </section>

      <section title="Connectivity Management">
        <t>In order to provide efficient routing, a peer needs to maintain a
        set of direct connections to other peers in the Overlay Instance. Due
        to the presence of NATs, these connections often cannot be formed
        directly. Instead, we use the Attach request to establish a
        connection. Attach uses ICE <xref
        target="I-D.ietf-mmusic-ice-tcp"></xref> to establish the connection.
        It is assumed that the reader is familiar with ICE.</t>

        <t>Say that peer A wishes to form a direct connection to peer B. It
        gathers ICE candidates and packages them up in an Attach request which
        it sends to B through usual overlay routing procedures. B does its own
        candidate gathering and sends back a response with its candidates. A
        and B then do ICE connectivity checks on the candidate pairs. The
        result is a connection between A and B. At this point, A and B can add
        each other to their routing tables and send messages directly between
        themselves without going through other overlay peers.</t>

        <t>There is one special case in which Attach cannot be used: when a
        peer is joining the overlay and is not connected to any peers. In
        order to support this case, some small number of "bootstrap nodes"
        need to be publicly accessible so that new peers can directly connect
        to them. <xref target="sec-enrollment"></xref> contains more detail on
        this.</t>

        <t>In general, a peer needs to maintain connections to all of the
        peers near it in the Overlay Instance and to enough other peers to
        have efficient routing (the details depend on the specific overlay).
        If a peer cannot form a connection to some other peer, this isn't
        necessarily a disaster; overlays can route correctly even without
        fully connected links. However, a peer should try to maintain the
        specified link set and if it detects that it has fewer direct
        connections, should form more as required. This also implies that
        peers need to periodically verify that the connected peers are still
        alive and if not try to reform the connection or form an alternate
        one.</t>
      </section>

      <section title="Overlay Algorithm Support">
        <t>The Topology Plugin allows RELOAD to support a variety of overlay
        algorithms. This draft defines a DHT based on Chord <xref
        target="Chord"></xref>, which is mandatory to implement, but the base
        RELOAD protocol is designed to support a variety of overlay
        algorithms.</t>

        <section title="Support for Pluggable Overlay Algorithms">
          <t>RELOAD defines three methods for overlay maintenance: Join,
          Update, and Leave. However, the contents of those messages, when
          they are sent, and their precise semantics are specified by the
          actual overlay algorithm; RELOAD merely provides a framework of
          commonly-needed methods that provides uniformity of notation (and
          ease of debugging) for a variety of overlay algorithms.</t>

          <!--     
          <t>An implementation should provide a suitable interface to
          the topology plugin to allow it full freedom to implement
          whatever routing, maintenance, and resource
          allocation/replication strategies it desires.  Specifying an
          API for this purpose is beyond the scope of this draft, but
          we recommend implementing at least two different overlay
          algorithms to confirm that the interface is sufficiently
          flexible.</t> 
     -->
        </section>

        <section anchor="sec-join-leave-maint"
                 title="Joining, Leaving, and Maintenance Overview">
          <t>When a new peer wishes to join the Overlay Instance, it must have
          a Node-ID that it is allowed to use. It uses the Node-ID in the
          certificate it received from the enrollment server. The details of
          the joining procedure are defined by the overlay algorithm, but the
          general steps for joining an Overlay Instance are:</t>

          <t><list style="symbols">
              <t>Forming connections to some other peers.</t>

              <t>Acquiring the data values this peer is responsible for
              storing.</t>

              <t>Informing the other peers which were previously responsible
              for that data that this peer has taken over responsibility.</t>
            </list></t>

          <t>The first thing the peer needs to do is form a connection to some
          "bootstrap node". Because this is the first connection the peer
          makes, these nodes must have public IP addresses and therefore can
          be connected to directly. Once a peer has connected to one or more
          bootstrap nodes, it can form connections in the usual way by routing
          Attach messages through the overlay to other nodes. Once a peer has
          connected to the overlay for the first time, it can cache the set of
          nodes it has connected to with public IP addresses for use as future
          bootstrap nodes.</t>

          <t>Once the peer has connected to a bootstrap node, it then needs to
          take up its appropriate place in the overlay. This requires two
          major operations:</t>

          <t><list style="symbols">
              <t>Forming connections to other peers in the overlay to populate
              its Routing Table.</t>

              <t>Getting a copy of the data it is now responsible for storing
              and assuming responsibility for that data.</t>
            </list></t>

          <t>The second operation is performed by contacting the Admitting
          Peer (AP), the node which is currently responsible for that section
          of the overlay.</t>

          <t>The details of this operation depend mostly on the overlay
          algorithm involved, but a typical case would be:</t>

          <t><list style="numbers">
              <t>JP (Joining Peer) sends a Join request to AP (Admitting Peer)
              announcing its intention to join.</t>

              <t>AP sends a Join response.</t>

              <t>AP does a sequence of Stores to JP to give it the data it
              will need.</t>

              <t>AP does Updates to JP and to other peers to tell it about its
              own routing table. At this point, both JP and AP consider JP
              responsible for some section of the Overlay Instance.</t>

              <t>JP makes its own connections to the appropriate peers in the
              Overlay Instance.</t>
            </list></t>

          <t>After this process is completed, JP is a full member of the
          Overlay Instance and can process Store/Fetch requests.</t>

          <t>Note that the first node is a special case. When ordinary nodes
          cannot form connections to the bootstrap nodes, then they are not
          part of the overlay. However, the first node in the overlay can
          obviously not connect to others nodes. In order to support this
          case, potential first nodes (which must also serve as bootstrap
          nodes initially) must somehow be instructed (perhaps by
          configuration settings) that they are the entire overlay, rather
          than not part of it.</t>
        </section>
      </section>

      <section title="First-Time Setup">
        <t>Previous sections addressed how RELOAD works once a node has
        connected. This section provides an overview of how users get
        connected to the overlay for the first time. RELOAD is designed so
        that users can start with the name of the overlay they wish to join
        and perhaps a username and password, and leverage that into having a
        working peer with minimal user intervention. This helps avoid the
        problems that have been experienced with conventional SIP clients
        where users are required to manually configure a large number of
        settings.</t>

        <section title="Initial Configuration">
          <t>In the first phase of the process, the user starts out with the
          name of the overlay and uses this to download an initial set of
          overlay configuration parameters. The user does a DNS SRV lookup on
          the overlay name to get the address of a configuration server. It
          can then connect to this server with HTTPS to download a
          configuration document which contains the basic overlay
          configuration parameters as well as a set of bootstrap nodes which
          can be used to join the overlay.<!--  Note that one or more of the peers can serve as
       a configuration server. For instance, the
       first peer to join the overlay might take on that role. --></t>
        </section>

        <section title="Enrollment">
          <t>If the overlay is using centralized enrollment, then a user needs
          to acquire a certificate before joining the overlay. The certificate
          attests both to the user's name within the overlay and to the
          Node-IDs which they are permitted to operate. In that case, the
          configuration document will contain the address of an enrollment
          server which can be used to obtain such a certificate. The
          enrollment server may (and probably will) require some sort of
          username and password before issuing the certificate. The enrollment
          server's ability to restrict attackers' access to certificates in
          the overlay is one of the cornerstones of RELOAD's security.</t>
        </section>
      </section>
    </section>

    <section anchor="sec-app-support" title="Application Support Overview">
      <t>RELOAD is not intended to be used alone, but rather as a substrate
      for other applications. These applications can use RELOAD for a variety
      of purposes:</t>

      <t><list style="symbols">
          <t>To store data in the overlay and retrieve data stored by other
          nodes.</t>

          <t>As a discovery mechanism for services such as TURN.</t>

          <t>To form direct connections which can be used to transmit
          application-level messages.</t>
        </list></t>

      <t>This section provides an overview of these services.</t>

      <section title="Data Storage">
        <t>RELOAD provides operations to Store and Fetch data. Each location
        in the Overlay Instance is referenced by a Resource-ID. However, each
        location may contain data elements corresponding to multiple kinds
        (e.g., certificate, SIP registration). Similarly, there may be
        multiple elements of a given kind, as shown below:</t>

        <figure>
          <artwork><![CDATA[
                    +--------------------------------+
                    |            Resource-ID         |
                    |                                |
                    | +------------+  +------------+ | 
                    | |   Kind 1   |  |   Kind 2   | |
                    | |            |  |            | |
                    | | +--------+ |  | +--------+ | |
                    | | | Value  | |  | | Value  | | |
                    | | +--------+ |  | +--------+ | |
                    | |            |  |            | |
                    | | +--------+ |  | +--------+ | |
                    | | | Value  | |  | | Value  | | |
                    | | +--------+ |  | +--------+ | |
                    | |            |  +------------+ |
                    | | +--------+ |                 |
                    | | | Value  | |                 |
                    | | +--------+ |                 |
                    | +------------+                 |
                    +--------------------------------+
              ]]></artwork>
        </figure>

        <t>Each kind is identified by a Kind-ID, which is a code point
        assigned by IANA. As part of the kind definition, protocol designers
        may define constraints, such as limits on size, on the values which
        may be stored. For many kinds, the set may be restricted to a single
        value; some sets may be allowed to contain multiple identical items
        while others may only have unique items. Note that a kind may be
        employed by multiple usages and new usages are encouraged to use
        previously defined kinds where possible. We define the following data
        models in this document, though other usages can define their own
        structures:</t>

        <t><list style="hanging">
            <t></t>

            <t hangText="single value:">There can be at most one item in the
            set and any value overwrites the previous item.</t>

            <t></t>

            <t hangText="array:">Many values can be stored and addressed by a
            numeric index.</t>

            <t></t>

            <t hangText="dictionary:">The values stored are indexed by a key.
            Often this key is one of the values from the certificate of the
            peer sending the Store request.</t>
          </list></t>

        <t>In order to protect stored data from tampering, by other nodes,
        each stored value is digitally signed by the node which created it.
        When a value is retrieved, the digital signature can be verified to
        detect tampering.</t>

        <section title="Storage Permissions">
          <t>A major issue in peer-to-peer storage networks is minimizing the
          burden of becoming a peer, and in particular minimizing the amount
          of data which any peer is required to store for other nodes. RELOAD
          addresses this issue by only allowing any given node to store data
          at a small number of locations in the overlay, with those locations
          being determined by the node's certificate. When a peer uses a Store
          request to place data at a location authorized by its certificate,
          it signs that data with the private key that corresponds to its
          certificate. Then the peer responsible for storing the data is able
          to verify that the peer issuing the request is authorized to make
          that request. Each data kind defines the exact rules for determining
          what certificate is appropriate.</t>

          <t>The most natural rule is that a certificate authorizes a user to
          store data keyed with their user name X. This rules is used for all
          the kinds defined in this specification. Thus, only a user with a
          certificate for "alice@example.org" could write to that location in
          the overlay. However, other usages can define any rules they choose,
          including publicly writable values.</t>

          <t>The digital signature over the data serves two purposes. First,
          it allows the peer responsible for storing the data to verify that
          this Store is authorized. Second, it provides integrity for the
          data. The signature is saved along with the data value (or values)
          so that any reader can verify the integrity of the data. Of course,
          the responsible peer can "lose" the value but it cannot undetectable
          modify it.</t>

          <t>The size requirements of the data being stored in the overlay are
          variable. For instance, a SIP AoR and voicemail differ widely in the
          storage size. RELOAD leaves it to the Usage and overlay
          configuration to address the size imbalance of various kinds.</t>
        </section>

        <section anchor="sec-usages" title="Usages">
          <t>By itself, the distributed storage layer just provides
          infrastructure on which applications are built. In order to do
          anything useful, a usage must be defined. Each Usage specifies
          several things:</t>

          <t><list style="symbols">
              <t>Registers Kind-ID code points for any kinds that the Usage
              defines.</t>

              <t>Defines the data structure for each of the kinds.</t>

              <t>Defines access control rules for each kinds.</t>

              <t>Defines how the Resource Name is formed that is hashed to
              form the Resource-ID where each kind is stored.</t>

              <t>Describes how values will be merged after a network
              partition. Unless otherwise specified, the default merging rule
              is to act as if all the values that need to be merged were
              stored and that the order they were stored in corresponds to the
              stored time values associated with (and carried in) their
              values. Because the stored time values are those associated with
              the peer which did the writing, clock skew is generally not an
              issue. If two nodes are on different partitions, clocks, this
              can create merge conflicts. However because RELOAD deliberately
              segregates storage so that data from different users and peers
              is stored in different locations, and a single peer will
              typically only be in a single network partition, this case will
              generally not arise.</t>
            </list></t>

          <t>The kinds defined by a usage may also be applied to other usages.
          However, a need for different parameters, such as different size
          limits, would imply the need to create a new kind.</t>
        </section>

        <section title="Replication">
          <t>Replication in P2P overlays can be used to provide:</t>

          <t><list style="hanging">
              <t hangText="persistence: ">if the responsible peer crashes
              and/or if the storing peer leaves the overlay</t>

              <t hangText="security: ">to guard against DoS attacks by the
              responsible peer or routing attacks to that responsible peer</t>

              <t hangText="load balancing: ">to balance the load of queries
              for popular resources.</t>
            </list></t>

          <t>A variety of schemes are used in P2P overlays to achieve some of
          these goals. Common techniques include replicating on neighbors of
          the responsible peer, randomly locating replicas around the overlay,
          or replicating along the path to the responsible peer.</t>

          <t>The core RELOAD specification does not specify a particular
          replication strategy. Instead, the first level of replication
          strategies are determined by the overlay algorithm, which can base
          the replication strategy on the its particular topology. For
          example, Chord places replicas on successor peers, which will take
          over responsibility should the responsible peer fail <xref
          target="Chord"></xref>.</t>

          <t>If additional replication is needed, for example if data
          persistence is particularly important for a particular usage, then
          that usage may specify additional replication, such as implementing
          random replications by inserting a different well known constant
          into the Resource Name used to store each replicated copy of the
          resource. Such replication strategies can be added independent of
          the underlying algorithm, and their usage can be determined based on
          the needs of the particular usage.</t>
        </section>
      </section>

      <section title="Service Discovery">
        <t>RELOAD does not currently define a generic service discovery
        algorithm as part of the base protocol; although a TURN-specific
        discovery mechanism is provided. A variety of service discovery
        algorithm can be implemented as extensions to the base protocol, such
        as ReDIR <xref target="opendht-sigcomm05"></xref>.</t>
      </section>

      <section title="Application Connectivity">
        <t>There is no requirement that a RELOAD usage must use RELOAD's
        primitives for establishing its own communication if it already
        possesses its own means of establishing connections. For example, one
        could design a RELOAD-based resource discovery protocol which used
        HTTP to retrieve the actual data.</t>

        <t>For more common situations, however, the overlay itself is used to
        establish a connection rather than an external authority such as DNS,
        RELOAD provides connectivity to applications using the same Attach
        method as is used for the overlay maintenance. For example, if a
        P2PSIP node wishes to establish a SIP dialog with another P2PSIP node,
        it will use Attach to establish a direct connection with the other
        node. This new connection is separate from the peer protocol
        connection, it is a dedicated UDP or TCP flow used only for the SIP
        dialog. Each usage specifies which types of connections can be
        initiated using Attach.</t>
      </section>
    </section>

    <section anchor="sec-overlay-protocol" title="Overlay Management Protocol">
      <t>This section defines the basic protocols used to create, maintain,
      and use the RELOAD overlay network. We start by defining the basic
      concept of how message destinations are interpreted when routing
      messages. We then describe the symmetric recursive routing model, which
      is RELOAD's default routing algorithm. We then define the message
      structure and then finally define the messages used to join and maintain
      the overlay.</t>

      <section anchor="sec-message-forwarding"
               title="Message Receipt and Forwarding">
        <t>When a peer receives a message, it first examines the overlay,
        version, and other header fields to determine whether the message is
        one it can process. If any of these are incorrect (e.g., the message
        is for an overlay in which the peer does not participate) it is an
        error. The peer SHOULD generate an appropriate error but local
        policy can override this and cause the messages is silently
        dropped.</t>

        <t>Once the peer has determined that the message is correctly
        formatted, it examines the first entry on the destination list. There
        are three possible cases here:</t>

        <t><list style="symbols">
            <t>The first entry on the destination list is an id for which the
            peer is responsible.</t>

            <t>The first entry on the destination list is a an id for which
            another peer is responsible.</t>

            <t>The first entry on the destination list is a private id which
            is being used for destination list compression.</t>
          </list></t>

        <t>These cases are handled as discussed below.</t>

        <section anchor="sec-responsible-id" title="Responsible ID">
          <t>If the first entry on the destination list is a ID for which the
          node is responsible, there are several sub-cases. <list
              style="symbols">
              <t>If the entry is a Resource-ID, then it MUST be the only entry
              on the destination list. If there are other entries, the message
              MUST be silently dropped. Otherwise, the message is destined for
              this node and it passes it up to the upper layers.</t>

              <t>If the entry is a Node-ID which belongs to this node, then
              the message is destined for this node. If this is the only entry
              on the destination list, the message is destined for this node
              and is passed up to the upper layers. Otherwise the entry is
              removed from the destination list and the message is passed it
              to the Message Transport. If the message is a response and there
              is state for the transaction ID, the state is reinserted into
              the destination list first.</t>

              <t>If the entry is a Node-ID which is not equal to this node,
              then the node MUST drop the message silently unless the Node-ID
              corresponds to a node which is directly connected to this node
              (i.e., a client). In that case, it MUST forward the message to
              the destination node as described in the next section.</t>
            </list></t>

          <t>Note that this implies that in order to address a message to "the
          peer that controls region X", a sender sends to Resource-ID X, not
          Node-ID X.</t>
        </section>

        <section anchor="sec-other-id" title="Other ID">
          <t>If neither of the other two cases applies, then the peer MUST
          forward the message towards the first entry on the destination list.
          This means that it MUST select one of the peers to which it is
          connected and which is likely to be responsible for the first entry
          on the destination list. If the first entry on the destination list
          is in the peer's connection table, then it SHOULD forward the
          message to that peer directly. Otherwise, it consult the routing
          table to forward the message.</t>

          <t>Any intermediate peer which forwards a RELOAD message MUST
          arrange that if it receives a response to that message the response
          can be routed back through the set of nodes through which the
          request passed. This may be arranged in one of two ways:</t>

          <t><list style="symbols">
              <t>The peer MAY add an entry to the via list in the forwarding
              header that will enable it to determine the correct node.</t>

              <t>The peer MAY keep per-transaction state which will allow it
              to determine the correct node.</t>
            </list></t>

          <t>As an example of the first strategy, if node D receives a message
          from node C with via list (A, B), then D would forward to the next
          node (E) with via list (A, B, C). Now, if E wants to respond to the
          message, it reverses the via list to produce the destination list,
          resulting in (D, C, B, A). When D forwards the response to C, the
          destination list will contain (C, B, A).</t>

          <t>As an example of the second strategy, if node D receives a
          message from node C with transaction ID X and via list (A, B), it
          could store (X, C) in its state database and forward the message
          with the via list unchanged. When D receives the response, it
          consults its state database for transaction id X, determines that
          the request came from C, and forwards the response to C.</t>

          <t>Intermediate peer which modify the via list are not required to
          simply add entries. The only requirement is that the peer be able to
          reconstruct the correct destination list on the return route. RELOAD
          provides explicit support for this functionality in the form of
          private IDs, which can replace any number of via list entries. For
          instance, in the above example, Node D might send E a via list
          containing only the private ID (I). E would then use the destination
          list (D, I) to send its return message. When D processes this
          destination list, it would detect that I is a private ID, recover
          the via list (A, B, C), and reverse that to produce the correct
          destination list (C, B, A) before sending it to C. This feature is
          called List Compression. I MAY either be a compressed version of the
          original via list or an index into a state database containing the
          original via list.</t>

          <t>Note that if an intermediate peer exits the overlay, then on the
          return trip the message cannot be forwarded and will be dropped. The
          ordinary timeout and retransmission mechanisms provide stability
          over this type of failure.</t>
        </section>

        <section anchor="sec-private-Node-ID" title="Private ID">
          <t>If the first entry on the destination list is a private id (e.g.,
          a compressed via list), the peer MUST that entry with the original
          via list that it replaced indexes and then re-examine the
          destination list to determine which case now applies.</t>
        </section>
      </section>

      <section title="Symmetric Recursive Routing">
        <t>This Section defines RELOAD's symmetric recursive routing
        algorithm, which is the default algorithm used by nodes to route
        messages through the overlay. All implementations MUST implement this
        routing algorithm. An overlay may be configured to use alternative
        routing algorithms, and alternative routing algorithms may be selected
        on a per-message basis.</t>

        <section anchor="sec-request-origination" title="Request Origination">
          <t>In order to originate a message to a given Node-ID or
          Resource-ID, a node constructs an appropriate destination list. The
          simplest such destination list is a single entry containing the peer
          or Resource-ID. The resulting message will use the normal overlay
          routing mechanisms to forward the message to that destination. The
          node can also construct a more complicated destination list for
          source routing.</t>

          <t>Once the message is constructed, the node sends the message to
          some adjacent peer. If the first entry on the destination list is
          directly connected, then the message MUST be routed down that
          connection. Otherwise, the topology plugin MUST be consulted to
          determine the appropriate next hop.</t>

          <t>Parallel searches for the resource are a common solution to
          improve reliability in the face of churn or of subversive peers.
          Parallel searches for usage-specified replicas are managed by the
          usage layer. However, a single request can also be routed through
          multiple adjacent peers, even when known to be sub-optimal, to
          improve reliability <xref target="vulnerabilities-acsac04"></xref>.
          Such parallel searches MAY BE specified by the topology plugin.</t>

          <t>Because messages may be lost in transit through the overlay,
          RELOAD incorporates an end-to-end reliability mechanism. When an
          originating node transmits a request it MUST set a 3 second timer.
          If a response has not been received when the timer fires, the
          request is retransmitted with the same transaction identifier. The
          request MAY be retransmitted up to 4 times (for a total of 5
          messages). After the timer for the fifth transmission fires, the
          message SHALL be considered to have failed. Note that this
          retransmission procedure is not followed by intermediate nodes. They
          follow the hop-by-hop reliability procedure described in <xref
          target="sec-reliability"></xref>.</t>

          <t>The above algorithm can result in multiple requests being
          delivered to a node. Receiving nodes MUST generate semantically
          equivalent responses to retransmissions of the same request (this
          can be determined by transaction id) if the request is received
          within the maximum request lifetime (15 seconds). For some requests
          (e.g., FETCH) this can be accomplished merely by processing the
          request again. For other requests, (e.g., STORE) it may be necessary
          to maintain state for the duration of the request lifetime.</t>
        </section>

        <section anchor="sec-response-origination"
                 title="Response Origination">
          <t>When a peer sends a response to a request, it MUST construct the
          destination list by reversing the order of the entries on the via
          list. This has the result that the response traverses the same peers
          as the request traversed, except in reverse order (symmetric
          routing).</t>
        </section>
      </section>

      <section title="Message Structure">
        <t>RELOAD is a message-oriented request/response protocol. The
        messages are encoded using binary fields. All integers are represented
        in network byte order. The general philosophy behind the design was to
        use Type, Length, Value fields to allow for extensibility. However,
        for the parts of a structure that were required in all messages, we
        just define these in a fixed position as adding a type and length for
        them is unnecessary and would simply increase bandwidth and introduces
        new potential for interoperability issues.</t>

        <t>Each message has three parts, concatenated as shown below:</t>

        <figure>
          <artwork><![CDATA[
   +-------------------------+
   |    Forwarding Header    |
   +-------------------------+
   |    Message Contents     |
   +-------------------------+
   |     Security Block      |
   +-------------------------+
   
]]></artwork>
        </figure>

        <t>The contents of these parts are as follows: <list style="hanging">
            <t></t>

            <t hangText="Forwarding Header:">Each message has a generic header
            which is used to forward the message between peers and to its
            final destination. This header is the only information that an
            intermediate peer (i.e., one that is not the target of a message)
            needs to examine.</t>

            <t></t>

            <t hangText="Message Contents:">The message being delivered
            between the peers. From the perspective of the forwarding layer,
            the contents is opaque, however, it is interpreted by the higher
            layers.</t>

            <t></t>

            <t hangText="Security Block:">A security block containing
            certificates and a digital signature over the message. Note that
            this signature can be computed without parsing the message
            contents. All messages MUST be signed by their originator.</t>
          </list></t>

        <t>The following sections describe the format of each part of the
        message.</t>

        <section anchor="sec-presentation-language"
                 title="Presentation Language">
          <t>The structures defined in this document are defined using a
          C-like syntax based on the presentation language used to define TLS.
          Advantages of this style include:</t>

          <t><list style="symbols">
              <t>It is easy to write and familiar enough looking that most
              readers can grasp it quickly.</t>

              <t>The ability to define nested structures allows a separation
              between high-level and low level message structures.</t>

              <t>It has a straightforward wire encoding that allows quick
              implementation, but the structures can be comprehended without
              knowing the encoding.</t>

              <t>The ability to mechanically (compile) encoders and
              decoders.</t>
            </list></t>

          <t>This presentation is to some extent a placeholder. We consider it
          an open question what the final protocol definition method and
          encodings use. We expect this to be a question for the WG to
          decide.</t>

          <t>Several idiosyncrasies of this language are worth noting.</t>

          <t><list style="symbols">
              <t>All lengths are denoted in bytes, not objects.</t>

              <t>Variable length values are denoted like arrays with angle
              brackets.</t>

              <t>"select" is used to indicate variant structures.</t>
            </list></t>

          <t>For instance, "uint16 array&lt;0..2^8-2&gt;;" represents up to
          254 bytes but only up to 127 values of two bytes (16 bits)
          each..</t>

          <section anchor="sec-definitions" title="Common Definitions">
            <t>The following definitions are used throughout RELOAD and so are
            defined here. They also provide a convenient introduction to how
            to read the presentation language.</t>

            <t>An enum represents an enumerated type. The values associated
            with each possibility are represented in parentheses and the
            maximum value is represented as a nameless value, for purposes of
            describing the width of the containing integral type. For
            instance, Boolean represents a true or false:</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
       enum { false (0), true(1), (255)} Boolean;
       
     ]]></artwork>
            </figure>

            <t>A boolean value is either a 1 or a 0 and is represented as a
            single byte on the wire.</t>

            <t>The NodeId, shown below, represents a single Node-ID.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[

           typedef opaque       NodeId[16];

       ]]></artwork>
            </figure>

            <t>A NodeId is a fixed-length 128-bit structure represented as a
            series of bytes, most significant byte first. Note: the use of
            "typedef" here is an extension to the TLS language, but its
            meaning should be relatively obvious.</t>

            <t>A ResourceId, shown below, represents a single Resource-ID.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[

           typedef opaque       ResourceId<0..2^8-1>;

       ]]></artwork>
            </figure>

            <t>Like a NodeId, a Resource-ID is an opaque string of bytes, but
            unlike Node-IDs, Resource-IDs are variable length, up to 255 bytes
            (2048 bits) in length. On the wire, each ResourceId is preceded by
            a single length byte (allowing lengths up to 255). Thus, the
            3-byte value "Foo" would be encoded as: 03 46 4f 4f.</t>

            <t>A more complicated example is IpAddressPort, which represents a
            network address and can be used to carry either an IPv6 or IPv4
            address:</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[

      enum {reserved_addr(0), ipv4_address (1), ipv6_address (2), 
           (255)} AddressType;
      
      struct  {
        uint32                  addr;
        uint16                  port;
      } IPv4AddrPort;
      
      struct  {
        uint128                 addr;
        uint16                  port;
      } IPv6AddrPort;
      
      
      struct {
        AddressType             type;
        uint8                   length;
        
        select (type) {
          case ipv4_address:
             IPv4AddrPort       v4addr_port;
          
          case ipv6_address:
             IPv6AddrPort       v6addr_port;

          /* This structure can be extended */

       } IpAddressPort;

       ]]></artwork>
            </figure>

            <t>The first two fields in the structure are the same no matter
            what kind of address is being represented:</t>

            <t><list style="hanging">
                <t hangText="type:">the type of address (v4 or v6).</t>

                <t hangText="length:">the length of the rest of the
                structure.</t>
              </list></t>

            <t>By having the type and the length appear at the beginning of
            the structure regardless of the kind of address being represented,
            an implementation which does not understand new address type X can
            still parse the IpAddressPort field and then discard it if it is
            not needed.</t>

            <t>The rest of the IpAddressPort structure is either an
            IPv4AddrPort or an IPv6AddrPort. Both of these simply consist of
            an address represented as an integer and a 16-bit port. As an
            example, here is the wire representation of the IPv4 address
            "192.0.2.1" with port "6100".</t>

            <figure>
              <artwork><![CDATA[
           01           ; type    = IPv4
           06           ; length  = 6
           c0 00 02 01  ; address = 192.0.2.1
           17 d4        ; port    = 6100
           ]]></artwork>
            </figure>
          </section>
        </section>

        <section anchor="sec-forwarding-header" title="Forwarding Header">
          <t>The forwarding header is defined as a ForwardingHeader structure,
          as shown below.</t>

          <figure>
            <!--begin-pdu-->

            <artwork><![CDATA[

      struct {
        uint32             relo_token;
        uint32             overlay;
	uint16             configuration_sequence;
        uint8              ttl;
        uint8              reserved;
        uint32             fragment;
        uint8              version;
        uint32             length;
        uint64             transaction_id;
        uint16             flags;
        
        uint16             via_list_length;
        uint16             destination_list_length;
        uint16             route_log_length;
        uint16             options_length;
        Destination        via_list[via_list_length];
        Destination        destination_list
                             [destination_list_length];
        RouteLogEntry      route_log[route_log_length];
        ForwardingOptions  options[options_length];
      } ForwardingHeader;
]]></artwork>
          </figure>

          <t>The contents of the structure are:</t>

          <t><list style="hanging">
              <t></t>

              <t hangText="relo_token:">The first four bytes identify this
              message as a RELOAD message. The message is easy to demultiplex
              from STUN messages by looking at the first bit. This field MUST
              contain the value 0xc2454c4f (the string 'RELO' with the high
              bit of the first byte set.).</t>

              <t></t>

              <t hangText="overlay:">The 32 bit checksum/hash of the overlay
              being used. The variable length string representing the overlay
              name is hashed with SHA-1 and the low order 32 bits are used.
              The purpose of this field is to allow nodes to participate in
              multiple overlays and to detect accidental misconfiguration.
              This is not a security critical function.</t>

              <t></t>

              <t hangText="configuration_sequence:">The sequence number of the
              configuration file.</t>

              <t></t>

              <t hangText="ttl:">An 8 bit field indicating the number of
              iterations, or hops, a message can experience before it is
              discarded. The TTL value MUST be decremented by one at every hop
              along the route the message traverses. If the TTL is 0, the
              message MUST NOT be propagated further and MUST be discarded,
              and a "Error_TTL_Exceeded" error should be generated. The
              initial value of the TTL SHOULD be 100 unless defined otherwise
              by the overlay configuration.</t>

              <t></t>

              <t hangText="fragment:">This field is used to handle
              fragmentation. The high order two bits are used to indicate the
              fragmentation status: If the high bit (0x80000000) is set, it
              indicates that the message is a fragment. If the next bit
              (0x40000000) is set, it indicates that this is the last
              fragment.</t>

              <t>The remainder of the field is used to indicate the fragment
              offset. [[Open Issue: This is conceptually clear, but the
              details are still lacking. Need to define the fragment offset
              and total length be encoded in the header. Right now we have 14
              bits reserved with the intention that they be used for
              fragmenting, though additional bytes in the header might be
              needed for fragmentation.]]</t>

              <t></t>

              <t hangText="version:">The version of the RELOAD protocol being
              used. This document describes version 0.1, with a value of
              0x01.</t>

              <t></t>

              <t hangText="length:">The count in bytes of the size of the
              message, including the header.</t>

              <t></t>

              <t hangText="transaction_id:">A unique 64 bit number that
              identifies this transaction and also serves as a salt to
              randomize the request and the response. Responses use the same
              Transaction ID as the request they correspond to. Transaction
              IDs are also used for fragment reassembly.</t>

              <t></t>

              <t hangText="flags:">The flags word contains control flags.
              Which are ORed together. There is two currently defined flags:
              ROUTE-LOG (0x1) and RESPONSE-ROUTE-LOG (0x2). These flags
              indicate that the route log should be included (see <xref
              target="sec-route-log"></xref>.).</t>

              <t></t>

              <t hangText="via_list_length:">The length of the via list in
              bytes. Note that in this field and the following two length
              fields we depart from the usual variable-length convention of
              having the length immediately precede the value in order to make
              it easier for hardware decoding engines to quickly determine the
              length of the header.</t>

              <t></t>

              <t hangText="destination_list_length:">The length of the
              destination list in bytes.</t>

              <t></t>

              <t hangText="route_log_length:">The length of the route log in
              bytes.</t>

              <t></t>

              <t hangText="options_length:">The length of the header options
              in bytes.</t>

              <t></t>

              <t hangText="via_list:">The via_list contains the sequence of
              destinations through which the message has passed. The via_list
              starts out empty and grows as the message traverses each
              peer.</t>

              <t></t>

              <t hangText="destination_list:">The destination_list contains a
              sequence of destinations which the message should pass through.
              The destination list is constructed by the message originator.
              The first element in the destination list is where the message
              goes next. The list shrinks as the message traverses each listed
              peer.</t>

              <t></t>

              <t hangText="route_log:">Contains a series of route log entries.
              See <xref target="sec-route-log"></xref>.</t>

              <t></t>

              <t hangText="options:">Contains a series of ForwardingOptions
              entries. See <xref target="sec-forwarding-options"></xref>.</t>
            </list></t>

          <section title="Processing Configuration Sequence Numbers">
            <t>In order to be part of the overlay, a node MUST have a copy of
            the overlay configuration document. In order to allow for
            configuration document changes, each version of the configuration
            document has a sequence number which is monotonically increasing
            mod 65536. Because the sequence number may in principle wrap,
            greater than or less than are interpreted by modulo arithmetic as
            in TCP.<!-- TODO: EKR: Can this cause odd livelock problems with wraparound? --></t>

            <t>When a destination node receives a request, it MUST check that
            the configuration_sequence field is equal to its own configuration
            sequence number. If they do not match, it MUST generate an error,
            either Error_Config_Too_Old or Error_Config_Too_New. In addition,
            if the configuration file in the request is too old, it MUST
            generate a Config_Update message to update the requesting node.
            This allows new configuration documents to propagate quickly
            throughout the system. The one exception to this rule is that if
            the configuration_sequence field is equal to 0xffff, and the
            message type is Config_Update, then the message MUST be accepted
            regardless of the receiving node's configuration sequence
            number.</t>
          </section>

          <section title="Destination and Via Lists">
            <t>The destination list and via lists are sequences of Destination
            values:</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[

      enum {reserved(0), peer(1), resource(2), compressed(3), (255) }
           DestinationType;
      
     
      select (destination_type) {
        case peer:
           NodeId               node_id;
        
        case resource:
           ResourceId           resource_id;
      
        case compressed:
           opaque               compressed_id<0..2^8-1>;
         
        /* This structure may be extended with new types */
      
      } DestinationData;


      struct {
        DestinationType         type;
        uint8                   length;
        DestinationData         destination_data;
      } Destination;
      ]]></artwork>
            </figure>

            <t>This is a TLV structure with the following contents: <list
                style="hanging">
                <t></t>

                <t hangText="type "></t>

                <t>The type of the DestinationData PDU. This may be one of
                "peer", "resource", or "compressed".</t>

                <t></t>

                <t hangText="length "></t>

                <t>The length of the destination_data.</t>

                <t></t>

                <t hangText="destination_value "></t>

                <t>The destination value itself, which is an encoded
                DestinationData structure, depending on the value of
                "type".</t>
              </list></t>

            <t><list style="hanging">
                <t hangText="Note:">This structure encodes a type, length,
                value. The length field specifies the length of the
                DestinationData values, which allows the addition of new
                DestinationTypes. This allows an implementation which does not
                understand a given DestinationType to skip over it.</t>
              </list></t>

            <t>A DestinationData can be one of three types: <list
                style="hanging">
                <t></t>

                <t hangText="peer"></t>

                <t>A Node-ID.</t>

                <t></t>

                <t hangText="compressed"></t>

                <t>A compressed list of Node-IDs and/or resources. Because
                this value was compressed by one of the peers, it is only
                meaningful to that peer and cannot be decoded by other peers.
                Thus, it is represented as an opaque string.</t>

                <t></t>

                <t hangText="resource"></t>

                <t>The Resource-ID of the resource which is desired. This type
                MUST only appear in the final location of a destination list
                and MUST NOT appear in a via list. It is meaningless to try to
                route through a resource.</t>
              </list></t>
          </section>

          <section anchor="sec-route-log" title="Route Logging">
            <t>The route logging feature provides diagnostic information about
            the path taken by the message so far and in this manner it is
            similar in function to <xref target="RFC3261">SIP's</xref> Via
            header field. If the ROUTE-LOG flag is set in the Flags word, at
            each hop peers MUST append a route log entry to the route log
            element in the header or reject the request. The order of the
            route log entry elements in the message is determined by the order
            of the peers were traversed along the path. The first route log
            entry corresponds to the peer at the first hop along the path, and
            each subsequent entry corresponds to the peer at the next hop
            along the path. If the ROUTE-LOG flag is set, the route log
            entries in the request MUST be copied to the response or the
            request rejected. If, and only if, the ROUTE-LOG-RESPONSE flag is
            set in a request, the ROUTE-LOG flag MUST be set in the
            response.</t>

            <t>Note that use of the ROUTE-LOG-RESPONSE flag means that the
            response will grow on the return path, which may potentially mean
            that it gets dropped due to becoming too large for some
            intermediate hop. Thus, this option must be used with care.</t>

            <t>The route log is defined as follows:</t>

            <figure>
              <!-- begin-pdu-->

              <artwork><![CDATA[


    enum { (255) } RouteLogExtensionType;
   
    struct {
      RouteLogExtensionType     type;
      uint16                    length;
      
      select (type){
        /* Extension values go here */
      } extension;
    } RouteLogExtension;

    enum { 
       reserved(0), 
       tcp_tls(1),  
       udp_dtls(2),  
       (255)
    } OverlayLink;

    struct {
      opaque                 version<0..2^8-1>;    /* A string */
      OverlayLink            linkProtocol;         /* TCP or UDP */
      NodeId                 id; 
      uint32                 uptime;
      IpAddressPort          address;
      opaque                 certificate<0..2^16-1>;
      RouteLogExtension      extensions<0..2^16-1>;
    } RouteLogEntry;

    struct {
       RouteLogEntry         entries<0..2^16-1>;
    } RouteLog;

]]></artwork>
            </figure>

            <t>The route log consists of an arbitrary number of RouteLogEntry
            values, each representing one node through which the message has
            passed.</t>

            <t>Each RouteLogEntry consists of the following values:</t>

            <t><list style="hanging">
                <t></t>

                <t hangText="version "></t>

                <t>A textual representation of the software version</t>

                <t></t>

                <t hangText="linkProtocol "></t>

                <t>The Overlay Link Layer protocol, currently either "tcp_tls"
                or "udp_dtls".</t>

                <t></t>

                <t hangText="id "></t>

                <t>The Node-ID of the peer.</t>

                <t></t>

                <t hangText="uptime "></t>

                <t>The uptime of the peer in seconds.</t>

                <t></t>

                <t hangText="address "></t>

                <t>The address and port of the peer.</t>

                <t></t>

                <t hangText="certificate "></t>

                <t>The peer's certificate. Note that this may be omitted by
                setting the length to zero.</t>

                <t></t>

                <t hangText="extensions "></t>

                <t>Extensions, if any.</t>
              </list></t>

            <t>Extensions are defined using a RouteLogExtension structure. New
            extensions are defined by defining a new code point for
            RouteLogExtensionType and adding a new arm to the
            RouteLogExtension structure. The contents of that structure
            are:</t>

            <t><list style="hanging">
                <t></t>

                <t hangText="type"></t>

                <t>The type of the extension.</t>

                <t></t>

                <t hangText="length"></t>

                <t>The length of the rest of the structure.</t>

                <t></t>

                <t hangText="extension"></t>

                <t>The extension value.</t>
              </list></t>
          </section>

          <section anchor="sec-forwarding-options" title="Forwarding Options">
            <t>The Forwarding header can be extended with forwarding header
            options, which are a series of ForwardingOptions structures:</t>

            <figure>
              <!-- begin-pdu-->

              <artwork><![CDATA[
    enum { (255) } ForwardingOptionsType;
    
    struct {
      ForwardingOptionsType     type;
      uint8                     flags;
      uint16                    length;
      select (type) {
        /* Option values go here */
      } option;
    } ForwardingOption;
    
	      ]]></artwork>
            </figure>

            <t>Each ForwardingOption consists of the following values:</t>

            <t><list style="hanging">
                <t></t>

                <t hangText="type"></t>

                <t>The type of the option.</t>

                <t></t>

                <t hangText="length"></t>

                <t>The length of the rest of the structure.</t>

                <t></t>

                <t hangText="flags"></t>

                <t>Three flags are defined FORWARD_CRITICAL(0x01),
                DESTINATION_CRITICAL(0x02), and RESPONSE_COPY(0x04). These
                flags MUST NOT be set in a response. If the FORWARD_CRITICAL
                flag is set, any node that would forward the message but does
                not understand this options MUST reject the request with an
                757 error response. If the DESTINATION_CRITICAL flag is set,
                any node generates a response to the message but does not
                understand the forwarding option MUST reject the request with
                an 757 error response. If the RESPONSE_COPY flag is set, any
                node generating a response MUST copy the option from the
                request to the response and clear the RESPONSE_COPY,
                FORWARD_CRITICAL and DESTINATION_CRITICAL flags.</t>

                <t></t>

                <t hangText="option"></t>

                <t>The option value.</t>
              </list></t>
          </section>
        </section>

        <section anchor="sec-contents" title="Message Contents Format">
          <t>The second major part of a RELOAD message is the contents part,
          which is defined by MessageContents:</t>

          <figure>
            <!--begin-pdu-->

            <artwork><![CDATA[
       struct {
         MessageCode            message_code;
         opaque                 payload<0..2^24-1>;
       } MessageContents;
       
]]></artwork>
          </figure>

          <t>The contents of this structure are as follows: <list
              style="hanging">
              <t></t>

              <t hangText="message_code "></t>

              <t>This indicates the message that is being sent. The code space
              is broken up as follows. <list style="hanging">
                  <t></t>

                  <t hangText="0">Reserved</t>

                  <t></t>

                  <t hangText="1 .. 0x7fff">Requests and responses. These code
                  points are always paired, with requests being odd and the
                  corresponding response being the request code plus 1. Thus,
                  "probe_request" (the Probe request) has value 1 and
                  "probe_answer" (the Probe response) has value 2</t>

                  <t></t>

                  <t hangText="0xffff">Error</t>
                </list></t>

              <t></t>

              <t hangText="message_body "></t>

              <t>The message body itself, represented as a variable-length
              string of bytes. The bytes themselves are dependent on the code
              value. See the sections describing the various RELOAD methods
              (Join, Update, Attach, Store, Fetch, etc.) for the definitions
              of the payload contents.</t>
            </list></t>

          <section anchor="sec-response-code"
                   title="Response Codes and Response Errors">
            <t>A peer processing a request returns its status in the
            message_code field. If the request was a success, then the message
            code is the response code that matches the request (i.e., the next
            code up). The response payload is then as defined in the
            request/response descriptions.</t>

            <t>If the request failed, then the message code is set to 0xffff
            (error) and the payload MUST be an error_response PDU, as shown
            below.</t>

            <t>When the message code is 0xffff, the payload MUST be an
            ErrorResponse.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
       public struct {
         uint16             error_code;
         opaque             error_info<0..2^16-1>;
       } ErrorResponse;

             ]]></artwork>
            </figure>

            <t>The contents of this structure are as follows:</t>

            <t><list style="hanging">
                <t></t>

                <t hangText="error_code "></t>

                <t>A numeric error code indicating the error that
                occurred.</t>

                <t></t>

                <t hangText="error_info "></t>

                <t>An arbitrary byte string. Unless otherwise specified,
		this will be a text string providing further information
		about what went wrong.</t>
              </list></t>

            <t>The following error code values are defined. The numeric values
            for these are defined in <xref
            target="sec-iana-error-codes"></xref>.</t>

            <t><list style="hanging">
                <t></t>

                <t hangText="Error_Unauthorized:">The requesting peer needs to
                sign and provide a certificate. [[TODO: The semantics here
                don't seem quite right.]]</t>

                <t></t>

                <t hangText="Error_Forbidden:">The requesting peer does not
                have permission to make this request.</t>

                <t></t>

                <t hangText="Error_Not_Found:">The resource or peer cannot be
                found or does not exist.</t>

                <t></t>

                <t hangText="Error_Request_Timeout:">A response to the request
                has not been received in a suitable amount of time. The
                requesting peer MAY resend the request at a later time.</t>

                <t></t>

                <t hangText="Error_Precondition_Failed:">A request can't be
                completed because some precondition was incorrect. For
                instance, the wrong generation counter was provided</t>

                <t></t>

                <t hangText="Error_Incompatible_with_Overlay:">A peer
                receiving the request is using a different overlay, overlay
                algorithm, or hash algorithm.</t>

                <t></t>

                <t hangText="Error_Unsupported_Forwarding_Option:">A peer
                receiving the request with a forwarding options flagged as
                critical but the peer does not support this option. See
                section <xref target="sec-forwarding-options"></xref>.</t>

                <t></t>

                <t hangText="Error_TTL_Exceeded:">A peer receiving the request
                where the TTL got decremented to zero. See section <xref
                target="sec-forwarding-header"></xref>.</t>

                <t></t>

                <t hangText="Error_Message_Too_Large:">A peer receiving the
                request that was too large. See section <xref
                target="sec-overlay-link"></xref>.</t>

                <t hangText="Error_Config_Too_Old:">A destination peer
                received a request with a configuration sequence that's too
                old.</t>

                <t hangText="Error_Config_Too_New:">A destination node
                received a request with a configuration sequence that's too
                new. A node which receives this error MUST generate a
                Config_Update message to send a new copy of the configuration
                document to the node which generated the error.</t>
              </list></t>
          </section>
        </section>

        <section anchor="sec-signature" title="Security Block">
          <t>The third part of a RELOAD message is the security block. The
          security block is represented by a SecurityBlock structure:</t>

          <figure>
            <!--begin-pdu-->

            <artwork><![CDATA[
enum { x509(0), (255) } certificate_type;
             
struct {
    certificate_type    type;
    opaque              certificate<0..2^16-1>;
} GenericCertificate;
	    
struct { 
    GenericCertificate certificates<0..2^16-1>;
    Signature          signature;
} SecurityBlock;
]]></artwork>
          </figure>

          <t>The contents of this structure are:</t>

          <t><list style="hanging">
              <t></t>

              <t hangText="certificates"></t>

              <t>A bucket of certificates.</t>

              <t></t>

              <t hangText="signature"></t>

              <t>A signature over the message contents.</t>
            </list></t>

          <t>The certificates bucket SHOULD contain all certificates necessary
          to verify every signature in both the message and the internal
          message objects. This is the only location in the message which
          contains certificates, thus allowing for only a single copy of each
          certificate. In systems which have some alternate certificate
          distribution mechanism, some certificates MAY be omitted. However,
          implementors should note that this creates the possibility that
          messages may not be immediately verifiable upon receipt of the
          certificates must first be retrieved.</t>

          <t>Each certificate is represented by a GenericCertificate
          structure, which has the following contents:</t>

          <t><list style="hanging">
              <t></t>

              <t hangText="type"></t>

              <t>The type of the certificate. Only one type is defined: x509
              representing an X.509 certificate</t>

              <t></t>

              <t hangText="certificate"></t>

              <t>The encoded version of the certificate. For X.509
              certificates, it is the DER form.</t>
            </list></t>

          <t>The signature is computed over the payload and parts of
          forwarding header. The payload, in case of a Store, may contain an
          additional signature computed over a StoreReq structure. All
          signatures are formatted using the Signature element. This element
          is also used in other contexts where signatures are needed. The
          input structure to the signature computation varies depending on the
          data element being signed.</t>

          <figure>
            <!--begin-pdu-->

            <artwork><![CDATA[
   enum {reserved(0), cert_hash(1),  (255)} SignerIdentityType;
   
   select (identity_type) {
     case cert_hash;
     HashAlgorithm      hash_alg;
     opaque             certificate_hash<0..2^8-1>;
     /* This structure may be extended with new types if necessary*/
   } SignerIdentityValue;

   struct {
     SignerIdentityType     identity_type;
     uint16                 length;
     SignerIdentityValue    identity[SignerIdentity.length];
   } SignerIdentity;

   struct  {
      SignatureAndHashAlgorithm     algorithm;
      SignerIdentity                identity;
      opaque                        signature_value<0..2^16-1>;
   } Signature;
       ]]></artwork>
          </figure>

          <t>The signature construct contains the following values:</t>

          <t><list style="hanging">
              <t></t>

              <t hangText="algorithm "></t>

              <t>The signature algorithm in use. The algorithm definitions are
              found in the IANA TLS SignatureAlgorithm Registry.</t>

              <t></t>

              <t hangText="identity "></t>

              <t>The identity used to form the signature</t>

              <t></t>

              <t hangText="signature_value "></t>

              <t>The value of the signature</t>
            </list></t>

          <t>The only currently permitted identity format is a hash of the
          signer's certificate. The hash_alg field is used to indicate the
          algorithm used to produce the hash. The certificate_hash contains
          the hash of the certificate object as represented in the
          certificates structure. The SignerIdentity structure is typed purely
          to allow for future (unanticipated) extensibility. [TODO: Should we
          remove this extensibility point?]</t>

          <t>For signatures over messages the input to the signature is
          computed over:</t>

          <t><list>
              <t>overlay + transaction_id + MessageContents +
              SignerIdentity</t>
            </list></t>

          <t>Where overlay and transaction_id come from the forwarding header
          and + indicates concatenation.</t>

          <t>[[TODO: Check the inputs to this carefully.]]</t>

          <t>The input to signatures over data values is different, and is
          described in <xref target="sec-data-sig"></xref>.</t>

          <t>All RELOAD messages MUST be signed. Upon receipt, the receiving
          node MUST verify the signature and the authorizing certificate. This
          check provides a minimal level of assurance that the sending node is
          a valid part of the overlay as well as cryptographic authentication
          of the sending node. In addition, responses MUST be checked as
          follows:</t>

          <t><list style="numbers">
              <t>The response to a message sent to a specific Node-Id MUST
              have been sent by that Node-Id.</t>

              <t>The response to a message sent to a Resource-Id MUST have
              been sent by a Node-Id which is as close to or closer to the
              target Resource-Id than any node in the requesting node's
              neighbor table.</t>
            </list></t>

          <t>The second condition serves as a primitive check for responses
          from wildly wrong nodes but is not a complete check. Note that in
          periods of churn, it is possible for the requesting node to obtain a
          closer neighbor while the request is outstanding. This will cause
          the response to be rejected and the request to be retransmitted.</t>

          <t>In addition, some methods (especially Store) have additional
          authentication requirements, which are described in the sections
          covering those methods.</t>
        </section>
      </section>

      <section anchor="sec-overlay-topology" title="Overlay Topology">
        <t>As discussed in previous sections, RELOAD does not itself implement
        any overlay topology. Rather, it relies on Topology Plugins, which
        allow a variety of overlay algorithms to be used while maintaining the
        same RELOAD core. This section describes the requirements for new
        topology plugins and the methods that RELOAD provides for overlay
        topology maintenance.</t>

        <section title="Topology Plugin Requirements">
          <t>When specifying a new overlay algorithm, at least the following
          need to be described:</t>

          <t><list style="symbols">
              <t>Joining procedures, including the contents of the Join
              message.</t>

              <t>Stabilization procedures, including the contents of the
              Update message, the frequency of topology probes and keepalives,
              and the mechanism used to detect when peers have
              disconnected.</t>

              <t>Exit procedures, including the contents of the Leave
              message.</t>

              <t>The length of the Resource-IDs and Node-IDs. For DHTs, the
              hash algorithm to compute the hash of an identifier.</t>

              <t>The procedures that peers use to route messages.</t>

              <t>The replication strategy used to ensure data redundancy.</t>
            </list></t>
        </section>

        <section title="Methods and types for use by topology plugins">
          <t>This section describes the methods that topology plugins use to
          join, leave, and maintain the overlay.</t>

          <section title="Join">
            <t>A new peer (but which already has credentials) uses the JoinReq
            message to join the overlay. The JoinReq is sent to the
            responsible peer depending on the routing mechanism described in
            the topology plugin. This notifies the responsible peer that the
            new peer is taking over some of the overlay and it needs to
            synchronize its state.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
       struct {
          NodeId                joining_peer_id;
          opaque                overlay_specific_data<0..2^16-1>;
       } JoinReq;

              ]]></artwork>
            </figure>

            <!--    join-request = Node-ID -->

            <t>The minimal JoinReq contains only the Node-ID which the sending
            peer wishes to assume. Overlay algorithms MAY specify other data
            to appear in this request.</t>

            <t>If the request succeeds, the responding peer responds with a
            JoinAns message, as defined below:</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
       struct {
          opaque                overlay_specific_data<0..2^16-1>;
       } JoinAns;
              ]]></artwork>
            </figure>

            <t>If the request succeeds, the responding peer MUST follow up by
            executing the right sequence of Stores and Updates to transfer the
            appropriate section of the overlay space to the joining peer. In
            addition, overlay algorithms MAY define data to appear in the
            response payload that provides additional info.</t>

            <t>In general, nodes which cannot form connections SHOULD report
            an error. However, implementations MUST provide some mechanism
            whereby nodes can determine they are potentially the first node
            and take responsibility for the overlay. This specification does
            not mandate any particular mechanism, but a configuration flag or
            setting seems appropriate.</t>
          </section>

          <section title="Leave">
            <t>The LeaveReq message is used to indicate that a node is exiting
            the overlay. A node SHOULD send this message to each peer with
            which it is directly connected prior to exiting the overlay.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[

       public struct {
          NodeId                leaving_peer_id;
          opaque                overlay_specific_data<0..2^16-1>;
       } LeaveReq;

              ]]></artwork>
            </figure>

            <!--    leave-request = Node-ID -->

            <t>LeaveReq contains only the Node-ID of the leaving peer. Overlay
            algorithms MAY specify other data to appear in this request.</t>

            <t>Upon receiving a Leave request, a peer MUST update its own
            routing table, and send the appropriate Store/Update sequences to
            re-stabilize the overlay.</t>
          </section>

          <section title="Update">
            <t>Update is the primary overlay-specific maintenance message. It
            is used by the sender to notify the recipient of the sender's view
            of the current state of the overlay (its routing state) and it is
            up to the recipient to take whatever actions are appropriate to
            deal with the state change.</t>

            <t>The contents of the UpdateReq message are completely
            overlay-specific. The UpdateAns response is expected to be either
            success or an error.</t>
          </section>

          <section anchor="sec-route-query" title="Route_Query">
            <t>The Route_Query request allows the sender to ask a peer where
            they would route a message directed to a given destination. In
            other words, a RouteQuery for a destination X requests the Node-ID
            where the receiving peer would next route to get to X. A
            RouteQuery can also request that the receiving peer initiate an
            Update request to transfer his routing table.</t>

            <t>One important use of the RouteQuery request is to support
            iterative routing. The sender selects one of the peers in its
            routing table and sends it a RouteQuery message with the
            destination_object set to the Node-ID or Resource-ID it wishes to
            route to. The receiving peer responds with information about the
            peers to which the request would be routed. The sending peer MAY
            then Attaches to that peer(s), and repeats the RouteQuery.
            Eventually, the sender gets a response from a peer that is closest
            to the identifier in the destination_object as determined by the
            topology plugin. At that point, the sender can send messages
            directly to that peer.</t>

            <!-- 
          <t>Note that this procedure only works well if all the peers are
          mutually directly reachable either by all having public IP
          addresses or at least by all being behind the same NAT. Accordingly,
          peers MUST only use this method if permitted by the overlay
          configuration (see [XREF]).</t>    -->

            <section title="Request Definition">
              <t>A RouteQueryReq message indicates the peer or resource that
              the requesting peer is interested in. It also contains a
              "send_update" option allowing the requesting peer to request a
              full copy of the other peer's routing table.</t>

              <figure>
                <!--begin-pdu-->

                <artwork><![CDATA[
       struct {
         Boolean                send_update;
         Destination            destination;
         opaque                 overlay_specific_data<0..2^16-1>;
       } RouteQueryReq;

              ]]></artwork>
              </figure>

              <t>The contents of the RouteQueryReq message are as follows:</t>

              <t><list style="hanging">
                  <t></t>

                  <t hangText="send_update "></t>

                  <t>A single byte. This may be set to "true" to indicate that
                  the requester wishes the responder to initiate an Update
                  request immediately. Otherwise, this value MUST be set to
                  "false".</t>

                  <t></t>

                  <t hangText="destination "></t>

                  <t>The destination which the requester is interested in.
                  This may be any valid destination object, including a
                  Node-ID, compressed ids, or Resource-ID.</t>

                  <t></t>

                  <t hangText="overlay_specific_data "></t>

                  <t>Other data as appropriate for the overlay.</t>
                </list></t>
            </section>

            <section title="Response Definition">
              <t>A response to a successful RouteQueryReq request is a
              RouteQueryAns message. This is completely overlay specific.</t>
            </section>
          </section>

          <section title="Probe">
            <t>Probe provides a number of primitive "exploration" services:
            (1) it allows node to determine which resources another node is
            responsible for (2) it allows some discovery services in multicast
            settings. A probe can be addressed to a specific Node-ID, or the
            peer controlling a given location (by using a resource ID). In
            either case, the target Node-IDs respond with a simple response
            containing some status information.</t>

            <section title="Request Definition">
              <t>The ProbeReq message contains a list (potentially empty) of
              the pieces of status information that the requester would like
              the responder to provide.</t>

              <figure>
                <!--begin-pdu-->

                <artwork><![CDATA[
      enum { responsible_set(1), num_resources(2), (255)} 
           ProbeInformationType;

      struct {
        ProbeInformationType     requested_info<0..2^8-1>;
      } ProbeReq

]]></artwork>
              </figure>

              <t>The two currently defined values for ProbeInformation
              are:</t>

              <t><list style="hanging">
                  <t></t>

                  <t hangText="responsible_set"></t>

                  <t>indicates that the peer should Respond with the fraction
                  of the overlay for which the responding peer is
                  responsible.</t>

                  <t></t>

                  <t hangText="num_resources"></t>

                  <t>indicates that the peer should Respond with the number of
                  resources currently being stored by the peer.</t>
                </list></t>
            </section>

            <section title="Response Definition">
              <t>A successful ProbeAns response contains the information
              elements requested by the peer.</t>

              <figure>
                <!--begin-pdu-->

                <artwork><![CDATA[

       struct {
         ProbeInformationType    type;
         
         select (type) {
           case responsible_set:
             uint32             responsible_ppb;

           case num_resources:
             uint32             num_resources;                           

           /* This type may be extended */

         };
       } ProbeInformation;

       struct {
         ProbeInformation        probe_info<0..2^16-1>;
       } ProbeAns;


]]></artwork>
              </figure>

              <t>A ProbeAns message contains the following elements: <list
                  style="hanging">
                  <t></t>

                  <t hangText="probe_info "></t>

                  <t>A sequence of ProbeInformation structures, as shown
                  below.</t>
                </list></t>

              <t>Each of the current possible Probe information types is a
              32-bit unsigned integer. For type "responsible_ppb", it is the
              fraction of the overlay for which the peer is responsible in
              parts per billion. For type "num_resources", it is the number of
              resources the peer is storing.</t>

              <t>The responding peer SHOULD include any values that the
              requesting peer requested and that it recognizes. They SHOULD be
              returned in the requested order. Any other values MUST NOT be
              returned.</t>
            </section>
          </section>
        </section>
      </section>

      <section title="Forwarding and Link Management Layer">
        <t>Each node maintains connections to a set of other nodes defined by
        the topology plugin. This section defines the methods RELOAD uses to
        form and maintain connections between nodes in the overlay. Three
        methods are defined:</t>

        <t><list style="hanging">
            <t hangText="Attach: ">used to form connections between nodes.
            When node A wants to connect to node B, it sends an Attach message
            to node B through the overlay. The Attach contains A's ICE
            parameters. B responds with its ICE parameters and the two nodes
            perform ICE to form connection.</t>

            <t hangText="AttachLite: ">like attach, it is used to form
            connections between nodes but instead of using full ICE, it only
            uses a subset known as ICE-Lite.</t>

            <t hangText="Ping: ">is a simple request/response which is used to
            verify connectivity of the target peer.</t>
          </list></t>

        <section anchor="sec-connect-details" title="Attach">
          <t>A node sends an Attach request when it wishes to establish a
          direct TCP or UDP connection to another node for the purposes of
          sending RELOAD messages or application layer protocol messages, such
          as SIP.</t>

          <t>As described in <xref target="sec-message-forwarding"></xref>, an
          Attach may be routed to either a Node-ID or to a Resource-ID. An
          Attach routed to a specific Node-ID will fail if that node is not
          reached. An Attach routed to a Resource-ID will establish a
          connection with the peer currently responsible for that Resource-ID,
          which may be useful in establishing a direct connection to the
          responsible peer for use with frequent or large resource
          updates.</t>

          <t>An Attach in and of itself does not result in updating the
          routing table of either node. That function is performed by Updates.
          If node A has Attached to node B, but not received any Updates from
          B, it MAY route messages which are directly addressed to B through
          that channel but MUST NOT route messages through B to other peers
          via that channel. The process of Attaching is separate from the
          process of becoming a peer (using Update) to prevent half-open
          states where a node has started to form connections but is not
          really ready to act as a peer.</t>

          <section anchor="sec-connect-request" title="Request Definition">
            <t>An AttachReq message contains the requesting peer's ICE
            connection parameters formatted into a binary structure.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[

      typedef opaque            IceCandidate<0..2^16-1>;

      struct  {
        opaque                  ufrag<0..2^8-1>;
        opaque                  password<0..2^8-1>;                
        uint16                  application;
        opaque                  role<0..2^8-1>;
        IceCandidate            candidates<0..2^16-1>;
      } AttachReqAns;

]]></artwork>
            </figure>

            <t>The values contained in AttachReq and AttachAns are: <list
                style="hanging">
                <t></t>

                <t hangText="ufrag "></t>

                <t>The username fragment (from ICE)</t>

                <t></t>

                <t hangText="password "></t>

                <t>The ICE password.</t>

                <t></t>

                <t hangText="application "></t>

                <t>A 16-bit port number. This port number represents the IANA
                registered port of the protocol that is going to be sent on
                this connection. For SIP, this is 5060 or 5061, and for RELOAD
                is TBD. By using the IANA registered port, we avoid the need
                for an additional registry and allow RELOAD to be used to set
                up connections for any existing or future application
                protocol.</t>

                <t></t>

                <t hangText="role "></t>

                <!-- TODO: EKR: answering party does TLS client -->

                <t>An active/passive/actpass attribute from RFC 4145 <xref
                target="RFC4145"></xref>.</t>

                <t></t>

                <t hangText="candidates "></t>

                <t>One or more ICE candidate values in the string
                representation used in ordinary ICE. [[OPEN ISSUE: This is
                convenient for stacks, but unaesthetic.]] Each candidate has
                an IP address, IP address family, port, transport protocol,
                priority, foundation, component ID, STUN type and related
                address. The candidate_list is a list of string candidate
                values from ICE.</t>
              </list></t>

            <t>These values should be generated using the procedures described
            in <xref target="sec-ice-reload"></xref>.</t>
          </section>

          <section anchor="sec-connect-response" title="Response Definition">
            <t>If a peer receives an Attach request, it SHOULD follow the
            process the request and generate its own response with a
            AttachReqAns. It should then begin ICE checks. When a peer
            receives an Attach response, it SHOULD parse the response and
            begin its own ICE checks.</t>
          </section>

          <section anchor="sec-ice-reload" title="Using ICE With RELOAD">
            <t>This section describes the profile of ICE that is used with
            RELOAD. RELOAD implementations MUST implement full ICE. Because
            RELOAD always tries to use TCP and then UDP as a fallback, there
            will be multiple candidates of the same IP version, which requires
            full ICE.</t>

            <t>In ICE as defined by <xref
            target="I-D.ietf-mmusic-ice"></xref>, SDP is used to carry the ICE
            parameters. In RELOAD, this function is performed by a binary
            encoding in the Attach method. This encoding is more restricted
            than the SDP encoding because the RELOAD environment is
            simpler:</t>

            <t><list style="symbols">
                <t>Only a single media stream is supported.</t>

                <t>In this case, the "stream" refers not to RTP or other types
                of media, but rather to a connection for RELOAD itself or for
                SIP signaling.</t>

                <t>RELOAD only allows for a single offer/answer exchange.
                Unlike the usage of ICE within SIP, there is never a need to
                send a subsequent offer to update the default candidates to
                match the ones selected by ICE.</t>
              </list></t>

            <!-- EKR  removed: not appropriate here.

      <t>RELOAD and SIP always run over TLS for TCP connections and DTLS
      <xref target="RFC4347"></xref> for UDP "connections". Consequently,
      once ICE processing has completed, both agents will begin TLS and DTLS
      procedures to establish a secure link. Its important to note that, had
      a TURN server been utilized for the TCP or UDP stream, the TURN server
      will transparently relay the TLS messaging and the encrypted TLS
      content, and thus will not have access to the contents of the
      connection once it is established. Any attack by the TURN server to
      insert itself as a man-in-the-middle are thwarted verifying that
      the certificates used to establish the secure connection match the
      identties of the connecting peers.</t>
-->

            <t>An agent follows the ICE specification as described in <xref
            target="I-D.ietf-mmusic-ice"></xref> and <xref
            target="I-D.ietf-mmusic-ice-tcp"></xref> with the changes and
            additional procedures described in the subsections below.</t>
          </section>

          <section anchor="sec-collect" title="Collecting STUN Servers">
            <t>ICE relies on the node having one or more STUN servers to use.
            In conventional ICE, it is assumed that nodes are configured with
            one or more STUN servers through some out-of-band mechanism. This
            is still possible in RELOAD but RELOAD also learns STUN servers as
            it connects to other peers. Because all RELOAD peers implement ICE
            and use STUN keepalives, every peer is a STUN server <xref
            target="RFC5389"></xref>. Accordingly, any peer a node knows will
            be willing to be a STUN server -- though of course it may be
            behind a NAT.</t>

            <t>A peer on a well-provisioned wide-area overlay will be
            configured with one or more bootstrap peers. These peers make an
            initial list of STUN servers. However, as the peer forms
            connections with additional peers, it builds more peers it can use
            as STUN servers.</t>

            <t>Because complicated NAT topologies are possible, a peer may
            need more than one STUN server. Specifically, a peer that is
            behind a single NAT will typically observe only two IP addresses
            in its STUN checks: its local address and its server reflexive
            address from a STUN server outside its NAT. However, if there are
            more NATs involved, it may discover that it learns additional
            server reflexive addresses (which vary based on where in the
            topology the STUN server is). To maximize the chance of achieving
            a direct connection, a peer SHOULD group other peers by the
            peer-reflexive addresses it discovers through them. It SHOULD then
            select one peer from each group to use as a STUN server for future
            connections.</t>

            <t>Only peers to which the peer currently has connections may be
            used. If the connection to that host is lost, it MUST be removed
            from the list of stun servers and a new server from the same group
            SHOULD be selected.</t>

            <!-- EKR removed. TMI

      <t>OPEN ISSUE: should the peer try to keep at least one peer in each
      group, even if it has no other reason for the connection? Need to
      specify when to stop adding new groups if the peer is behind a really
      bad NAT.</t>

      <t>OPEN ISSUE: RELOAD-01 had a Peer-Info structure that allowed peers
      to exchange information such as a "default" IP-port pair in Updates.
      This structure could be expanded to include the candidate list for a
      peer, thus allowing ICE negotiation to begin or even direct
      communication before an Attach request has been received. (The
      candidate pairs for the P2P port are fixed because the same source
      port is used for all connections.) However, because this would require
      significant changes to the ICE algorithm, we have not introduced such
      an extension at this point.</t>
      -->
          </section>

          <section anchor="sec-gather" title="Gathering Candidates">
            <t>When a node wishes to establish a connection for the purposes
            of RELOAD signaling or SIP signaling (or any other application
            protocol for that matter), it follows the process of gathering
            candidates as described in Section 4 of ICE <xref
            target="I-D.ietf-mmusic-ice"></xref>. RELOAD utilizes a single
            component, as does SIP. Consequently, gathering for these
            "streams" requires a single component.</t>

            <t>An agent MUST implement ICE-tcp <xref
            target="I-D.ietf-mmusic-ice"></xref>, and MUST gather at least one
            UDP and one TCP host candidate for RELOAD and for SIP.</t>

            <t>The ICE specification assumes that an ICE agent is configured
            with, or somehow knows of, TURN and STUN servers. RELOAD provides
            a way for an agent to learn these by querying the overlay, as
            described in <xref target="sec-collect"></xref> and <xref
            target="sec-turn-server"></xref>.</t>

            <t>The agent SHOULD prioritize its TCP-based candidates over its
            UDP-based candidates in the prioritization described in Section
            4.1.2 of ICE <xref target="I-D.ietf-mmusic-ice"></xref>.</t>

            <t>The default candidate selection described in Section 4.1.3 of
            ICE is ignored; defaults are not signaled or utilized by
            RELOAD.</t>
          </section>

          <section title="Encoding the Attach Message">
            <t>Section 4.3 of ICE describes procedures for encoding the SDP
            for conveying RELOAD or SIP ICE candidates. Instead of actually
            encoding an SDP, the candidate information (IP address and port
            and transport protocol, priority, foundation, component ID, type
            and related address) is carried within the attributes of the
            Attach request or its response. Similarly, the username fragment
            and password are carried in the Attach message or its response.
            <xref target="sec-connect-details"></xref> describes the detailed
            attribute encoding for Attach. The Attach request and its response
            do not contain any default candidates or the ice-lite attribute,
            as these features of ICE are not used by RELOAD. The Attach
            request and its response also contain a application attribute,
            with a value of SIP or RELOAD, which indicates what protocol is to
            be run over the connection. The RELOAD Attach request MUST only be
            utilized to set up connections for application protocols that can
            be multiplexed with STUN.</t>

            <t>Since the Attach request contains the candidate information and
            short term credentials, it is considered as an offer for a single
            media stream that happens to be encoded in a format different than
            SDP, but is otherwise considered a valid offer for the purposes of
            following the ICE specification. Similarly, the Attach response is
            considered a valid answer for the purposes of following the ICE
            specification.</t>
          </section>

          <section title="Verifying ICE Support">
            <t>An agent MUST skip the verification procedures in Section 5.1
            and 6.1 of ICE. Since RELOAD requires full ICE from all agents,
            this check is not required.</t>
          </section>

          <section title="Role Determination">
            <t>The roles of controlling and controlled as described in Section
            5.2 of ICE are still utilized with RELOAD. However, the offerer
            (the entity sending the Attach request) will always be
            controlling, and the answerer (the entity sending the Attach
            response) will always be controlled. The connectivity checks MUST
            still contain the ICE-CONTROLLED and ICE-CONTROLLING attributes,
            however, even though the role reversal capability for which they
            are defined will never be needed with RELOAD. This is to allow for
            a common codebase between ICE for RELOAD and ICE for SDP.</t>
          </section>

          <section title="Connectivity Checks">
            <t>The processes of forming check lists in Section 5.7 of ICE,
            scheduling checks in Section 5.8, and checking connectivity checks
            in Section 7 are used with RELOAD without change.</t>
          </section>

          <section title="Concluding ICE">
            <t>The controlling agent MUST utilize regular nomination. This is
            to ensure consistent state on the final selected pairs without the
            need for an updated offer, as RELOAD does not generate additional
            offer/answer exchanges.</t>

            <t>The procedures in Section 8 of ICE are followed to conclude
            ICE, with the following exceptions:</t>

            <t><list style="symbols">
                <t>The controlling agent MUST NOT attempt to send an updated
                offer once the state of its single media stream reaches
                Completed.</t>

                <t>Once the state of ICE reaches Completed, the agent can
                immediately free all unused candidates. This is because RELOAD
                does not have the concept of forking, and thus the three
                second delay in Section 8.3 of ICE does not apply.</t>
              </list></t>
          </section>

          <section title="Subsequent Offers and Answers">
            <t>An agent MUST NOT send a subsequent offer or answer. Thus, the
            procedures in Section 9 of ICE MUST be ignored.</t>
          </section>

          <section title="Media Keepalives">
            <t>STUN MUST be utilized for the keepalives described in Section
            10 of ICE. [[ TODO - this does not define what happens for TCP
            ]]</t>
          </section>

          <section title="Sending Media">
            <t>The procedures of Section 11 apply to RELOAD as well. However,
            in this case, the "media" takes the form of application layer
            protocols (RELOAD or SIP for example) over TLS or DTLS.
            Consequently, once ICE processing completes, the agent will begin
            TLS or DTLS procedures to establish a secure connection. The node
            which sent the Attach request MUST be the TLS server. The other
            node MUST be the TLS client. The nodes MUST verify that the
            certificate presented in the handshake matches the identity of the
            other peer as found in the Attach message. Once the TLS or DTLS
            signaling is complete, the application protocol is free to use the
            connection.</t>

            <t>The concept of a previous selected pair for a component does
            not apply to RELOAD, since ICE restarts are not possible with
            RELOAD.</t>
          </section>

          <section title="Receiving Media">
            <t>An agent MUST be prepared to receive packets for the
            application protocol (TLS or DTLS carrying RELOAD, SIP or anything
            else) at any time. The jitter and RTP considerations in Section 11
            of ICE do not apply to RELOAD or SIP.</t>
          </section>
        </section>

        <section title="AttachLite">
          <t>An alternative to using the full ICE supported by the Attach
          request is to use ICE-Lite with the AttachLite request. This will
          not work in all of the scenarios where ICE would work, but in some
          cases, particularly those with no NATs or firewalls, it will work.
          Configuration for the overlay indicates if this can be used or
          not.</t>

          <t>OPEN ISSUE: We originally envisioned adding support for ICE-Lite
          directly to the regular Attach method. However, we found that both
          the parameters and processing were completely different, resulting
          in almost no overlap between the two methods. Therefore we chose to
          separate this out for overlays where the complexities of ICE are not
          needed. Note that it is still possible for a node with a public
          unfiltered address intending to interoperate to implement Attach
          without the candidate gathering phases of ICE and achieve
          essentially the same result. If simpler behavior or a better
          encoding of ICE-Lite in Attach is developed, such an approach would
          be preferable.</t>

          <section title="Request Definition">
            <t>An AttachLiteReq message contains the requesting peer's
            ICE-Lite connection parameters formatted into a binary structure.
            When using the AttachLite request, both sides act as ICE-Lite
            hosts.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[

      struct {
           IpAddressPort addr_port;
           Transport        transport;
           uint32             priority;
      } IceLiteCandidate;

      struct  {
        uint16                          application;
        IceLiteCandidate          candidates<0..2^16-1>;
      } AttachLiteReqs;

]]></artwork>
            </figure>

            <t>The values contained in AttachLiteReq are: <list
                style="hanging">
                <t></t>

                <t hangText="application "></t>

                <t>A 16-bit port number used in the same was as in the Attach
                request. This port number represents the IANA registered port
                of the protocol that is going to be sent on this
                connection.</t>

                <t></t>

                <t hangText="candidates "></t>

                <t>One or more ICE candidate values. Each one contains an IP
                address and family, transport protocol, and port to connect to
                as well as a priority.</t>
              </list></t>

            <t>These values should be generated using the procedures described
            in <xref target="sec-ice-reload"></xref>.</t>
          </section>

          <section title="Attach-Lite Connectivity Checks">
            <t>STUN is not used for connectivity checks when doing ICE-Lite,
            instead the DTLS or TLS handshake forms the connectivity check.
            The host that received the AttachLiteReq MUST initiate TLS or DTLS
            connections to candidates provided in the request. When a
            connection forms, the node MUST check the certificate is for the
            node that send AttachLiteReq and if is not, MUST close the
            connection.</t>

            <t>Since TLS provides the connectivity check, there is no need for
            the <xref target="RFC4571">RFC 4571</xref> style framing shim for
            STUN when using TLS and this is not used for this protocol.</t>
          </section>

          <section title="Implementation Notes for Attach-Lite">
            <t>This is a non normative section to help implementors.</t>

            <t>At times ICE can seem a bit daunting to gets one head around.
            For a simple IPv4 only peer, a simple implementation of
            Attach-Lite could be done be doing the following: <list
                style="symbols">
                <t>When sending an AttachLiteReq, form one with a candidate
                with a priority value of
                (2^24)*(126)+(2^8)*(65535)+(2^0)*(256-1) that specifies the
                UDP port being listened to and another one with the TCP
                port.</t>

                <t>When receiving an AttachLiteReq, try to form a connection
                to each candidate in the request. Check the certificate
                receive in the TLS handshake has the correct Node-ID as the
                node that send the AttchLiteReq. If multiple connection
                succeed, close all but the one with highest priority.</t>

                <t>Do normal TLS and DTLS with no need for any special framing
                or STUN processing.</t>
              </list></t>
          </section>
        </section>

        <section title="Ping">
          <t>Ping is used to test connectivity along a path. A ping can be
          addressed to a specific Node-ID, the peer controlling a given
          location (by using a resource ID), or to the broadcast Node-ID (all
          1s).</t>

          <section title="Request Definition">
            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
      struct {
      } PingReq

]]></artwork>
            </figure>
          </section>

          <section title="Response Definition">
            <t>A successful PingAns response contains the information elements
            requested by the peer.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[

       struct {
         uint64                 response_id;
         uint64                 time;
       } PingAns;


]]></artwork>
            </figure>

            <t>A PingAns message contains the following elements: <list
                style="hanging">
                <t></t>

                <t hangText="response_id "></t>

                <t>A randomly generated 64-bit response ID. This is used to
                distinguish Ping responses in cases where the Ping request is
                multicast.</t>

                <t hangText="time "></t>

                <t>The time when the ping responses was created in absolute
                time, represented in milliseconds since midnight Jan 1, 1970
                which is the UNIX epoch.</t>
              </list></t>
          </section>
        </section>

        <section title="Config_Update">
          <t>The Config_Update method is used to propagate updated
          configuration files across the overlay. Whenever a node detects that
          another node has an old configuration file, it MUST generate a
          Config_Update request.</t>

          <section title="Request Definition">
            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
      struct {
        opaque config_data<2^24-1>;
      } Config_UpdateReq;
]]></artwork>
            </figure>

            <t>The Config_UpdateReq message contains the following elements:
            <list style="hanging">
                <t></t>

                <t hangText="config_data"></t>

                <t>The contents of the configuration document.</t>
              </list></t>
          </section>

          <section title="Response Definition">
            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
      struct {
      } Config_UpdateReq

]]></artwork>
            </figure>

            <t>The Config_UpdateReq should only be processed if all the
            following are true: <list style="symbols">
                <t>The configuration sequence number in the document is
                greater than the current configuration sequence number.</t>

                <t>The configuration document is correctly digitally signed
                (see <xref target="sec-enrollment"></xref> for details on
                signatures.</t>
              </list> Otherwise appropriate errors MUST be generated.</t>

            <t>If the document is acceptable, then the node MUST reconfigure
            itself to match the new document. This may include adding
            permissions for new kinds, deleting old kinds, or even, in extreme
            circumstances, exiting and reentering the overlay, if, for
            instance, the DHT algorithm has changed.</t>

            <t>The response for Config_Update is empty.</t>
          </section>
        </section>
      </section>

      <section anchor="sec-overlay-link" title="Overlay Link Layer">
        <t>RELOAD can use multiple Overlay Link protocols to send its
        messages. Because ICE is used to establish connections (see <xref
        target="sec-ice-reload"></xref>), RELOAD nodes are able to detect
        which Overlay Link protocols are offered by other nodes and establish
        connections between each other. Any link protocol needs to be able to
        establish a secure, authenticated connection, and provide data origin
        authentication and message integrity for individual data elements.
        RELOAD currently supports two Overlay Link protocols:</t>

        <t><list style="symbols">
            <t>TLS <xref target="RFC5246"/> over TCP</t>

            <t>DTLS <xref target="RFC4347"></xref> over UDP</t>
          </list></t>

        <t>Note that although UDP does not properly have "connections", both
        TLS and DTLS have a handshake which establishes a stateful
        association, a similar stateful construct, and we simply refer to
        these as "connections" for the purposes of this document.</t>

        <t>If a peer receives a message that is larger than value of
        max-message-size defined in the overlay configuration, the peer SHOULD
        send an Error_Message_Too_Large error then close the TLS or DTLS
        session from which the message was received. Note that this error can
        be sent and the session closed before receiving the complete message.
        If the forwarding header is larger than the max-message-size, the
        receiver SHOULD close the TLS or DTLS session without sending an
        error.</t>

        <section title="Future Support for HIP">
          <t>The P2PSIP Working Group has expressed interest in supporting a
          HIP-based link protocol. Such support would require specifying such
          details as:</t>

          <t><list style="symbols">
              <t>How to issue certificates which provided identities
              meaningful to the HIP base exchange. We anticipate that this
              would require a mapping between ORCHIDs and NodeIds.</t>

              <t>How to carry the HIP I1 and I2 messages. We anticipate that
              this would require defining a HIP Tunnel usage.</t>

              <t>How to carry RELOAD messages over HIP.</t>
            </list></t>

          <t>We leave this work as a topic for another draft.</t>
        </section>

        <section anchor="sec-reliability"
                 title="Reliability for Unreliable Links">
          <t>When RELOAD is carried over DTLS or another unreliable link
          protocol, it needs to be used with a reliability and congestion
          control mechanism, which is provided on a hop-by-hop basis, matching
          the semantics if TCP were used. The basic principle is that each
          message, regardless of if it carries a request or responses, will
          get an ACK and be reliably retransmitted. The receiver's job is very
          simple, limited to just sending ACKs. All the complexity is at the
          sender side. This allows the sending implementation to trade off
          performance versus implementation complexity without affecting the
          wire protocol.</t>

          <t>In order to support unreliable links, each message is wrapped in
          a very simple framing layer (FramedMessage) which is only used for
          each hop. This layer contains a sequence number which can then be
          used for ACKs.</t>

          <section title="Framed Message Format">
	    <t>[[TODO: There had been discussion of always using this,
	    but it's tied up in the rest of the reliability questions.]]</t>
	    
	   
            <t>The definition of FramedMessage is:</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[

      enum {data (128), ack (129), (255)} FramedMessageType;

      struct {            
        FramedMessageType       type;

        select (type) {
          case data:
            uint32              sequence;
            opaque              message<0..2^24-1>;

          case ack:
            uint32              ack_sequence;
            uint32              received;            
        };
      } FramedMessage;

      
              ]]></artwork>
            </figure>

            <t>The type field of the PDU is set to indicate whether the
            message is data or an acknowledgement. Note that these values have
            been set to force the first bit to be high, thus allowing easy
            demultiplexing with STUN. All FramedMessageType values must be
            &gt; 128.</t>

            <t>If the message is of type "data", then the remainder of the PDU
            is as follows: <list style="hanging">
                <t></t>

                <t hangText="sequence "></t>

                <t>the sequence number</t>

                <t></t>

                <t hangText="message "></t>

                <t>the message that is being transmitted.</t>
              </list></t>

            <t>Each connection has it own sequence number space. Initially the
            value is zero and it increments by exactly one for each message
            sent over that connection.</t>

            <t>When the receiver receive a message, it SHOULD immediately send
            an ACK message. The receiver MUST keep track of the 32 most recent
            sequence numbers received on this association in order to generate
            the appropriate ack.</t>

            <t>If the PDU is of type "ack", the contents are as follows: <list
                style="hanging">
                <t></t>

                <t hangText="ack_sequence "></t>

                <t>The sequence number of the message being acknowledged.</t>

                <t></t>

                <t hangText="received "></t>

                <t>A bitmask indicating is each of the previous 32 sequence
                numbers before this packet had been received as one of the
                most recently received 32 packets on this connection. When a
                packet is received with a sequence number N, the receiver
                looks at the sequence number of the previously 32 packets
                received on this connection,. Call the previously received
                packet number M. And for each of the previous 32 packets, if
                the sequence number M is less than N but greater than N-32,
                the N-M bit of the received bitmask is set to one otherwise it
                is zero.</t>

                <t>Note that a bit being set indicates a particular packet was
                received but if the bit is set to zero it only means it is
                unknown if it was received or not. It might have been received
                but not in the 32 most recently received window.</t>
              </list></t>

            <t>The received field bits in the ACK provide a very high degree
            of redundancy for the sender to figure out which packets the
            receiver received and can then estimate packet loss rates. If the
            sender also keeps track of the time at which recent sequence
            numbers were sent, the RTT can be estimated.</t>
          </section>

          <section title="Retransmission and Flow Control">
            <t>Because the receiver's role is limited to providing packet
            acknowledgements, a wide variety of congestion control algorithms
            can be implemented on the sender side while using the same basic
            wire protocol. Senders MUST implement a retransmission and
            congestion control scheme no more aggressive then TFRC<xref
            target="RFC5348"></xref>. One way to do that is for senders to
            implement TFRC-SP <xref target="RFC4828"></xref> and use the
            received bitmask to allow the sender to compute packet loss event
            rates.</t>

            <section title="Trivial Retransmission">
              <t>An algorithm which will not perform as well as TFRC-SP but is
              easy to implement is described in this section and can be used
              if implementations don't use a more advanced techniques such as
              TFRC-SP.</t>

              <t>A peer SHOULD retransmit a message if it has not received an
              ACK for that messages starting with an interval of RTO
              ("Retransmission TimeOut"), doubling after each retransmission.
              In each retransmission, the sequence number is incremented. The
              RTO is an estimate of the round-trip time (RTT), and is computed
              as described in RFC 2988 [RFC2988], with two exceptions. First,
              the initial value for RTO SHOULD be configurable (rather than
              the 3 s recommended in RFC 2988) and SHOULD be equal to or
              greater than 500 ms. The exception cases for this "SHOULD" are
              when other mechanisms are used to derive congestion thresholds,
              or when this is used in non- Internet environments with known
              network capacities. In fixed-line access links, a value of 500
              ms is RECOMMENDED. Second, the value of RTO SHOULD NOT be
              rounded up to the nearest second. Rather, a 1 ms accuracy SHOULD
              be maintained. As with TCP, the usage of Karn's algorithm is
              RECOMMENDED [TODO REF KARN87] which means that RTT estimates
              SHOULD NOT be computed from transactions that result in the
              retransmission of a request. The value for RTO is calculated
              separately for each DTLS session.</t>

              <t>Retransmissions continue until a response is received, or
              until a total of 5 requests have been sent or there has been a
              hard ICMP error [RFC1122]. The receiver knows a responses was
              received by receiving and ACK with a sequence number that
              indicates it is a response to one of the transmissions of this
              messages. For example, assuming an RTO of 500 ms, requests would
              be sent at times 0 ms, 500 ms, 1500 ms, 3500 ms, and 7500 ms. If
              all retransmissions for a message fail, the DTLS connection
              SHOULD be closed.</t>

              <t>Once an ACK has been received for a message, the next
              messages can be sent but the peer SHOULD ensure that there is at
              least 10 ms between sending any two messages.</t>
            </section>
          </section>
        </section>

        <!-- EKR removed
             <section title="HIP">
               <t>RELOAD MAY also be used with a HIP transport using the architecture
                 for HIP BONE described in <xref
                                              target="I-D.camarillo-hip-bone"></xref>. From the perspective of the
                 P2P layer, HIP looks very much like normal IP. Either TLS (over TCP)
                 or DTLS (over UDP) is run over top of the HIP. Thus the reliability
                 and congestion control schemes are the same for DTLS section. If an
                 overlay is configured such that HIP is the only transport that it will
                 use, then it may make sense to configure the p2p layer to only offer
                 the ORCHID when gather candidate addresses for ICE. This will
                 effectively disable ICE at the p2p layer.</t>

               <t>For overlays that use HIP, the enrollment server MUST provide each
                 peer with a unique ORCHID and use that ORCHID to generate the Node-ID
                 for the peer (see <xref target="sec-credentials"></xref>. Later when
                 the HIP layer wishes to tunnel a message (such as an I1 message)
                 through the overlay, the HIP layer can use the ORCHID to generate the
                 Node-ID, and then use the Tunnel message with the HIP to route the
                 message to that the peer that owns that ORCHID.</t>
             </section>
             
             <section title="TLS">
               <t>TLS runs on top of TCP which offers the best performance from a
                 data transfer point of view and does not require as frequent keep
                 alive messages.</t>
             </section>
             -->

        <section anchor="sec-frag-reass" title="Fragmentation and Reassembly">
          <t>In order to allow transmission over datagram protocols such as
          DTLS, RELOAD messages may be fragmented. If a message is too large
          for a peer to transmit to the next peer it MUST fragment the
          message. Note that this implies that intermediate peers may
          re-fragment messages if the incoming and outgoing paths have
          different maximum datagram sizes. Intermediate peers SHOULD NOT
          reassemble fragments.</t>

          <t>When a message is fragmented, each fragment has a full copy of
          the forwarding header but the rest of the messages is split across
          the fragments. The fragment offset value is stored in the lower 24
          bits of the fragment field of the forwarding header. The offset is
          the number of bytes of the start of data from the end of the
          forwarding header so the first fragment has an offset of 0. The
          first and last bit indicators MUST be appropriately set. If the
          message is not fragmented, then both the first and last fragment are
          set to 1 and the offset is 0 resulting in a fragment value of
          0xC0000000.</t>

          <t>TODO - discuss how to size fragments to leave room for expansion
          of forwarding header. Open Issue: Remove route log?</t>

          <t>Upon receipt of a fragmented message by the intended peer, the
          peer holds the fragments in a holding buffer until the entire
          message has been received. The message is then reassembled into a
          single message and processed. In order to mitigate denial of service
          attacks, receivers SHOULD time out incomplete fragments after 15
          seconds. Note the 15 seconds was derived from looking at the end to
          end retransmission time and saving fragments long enough for the
          full end to end retransmissions to take place. Ideally the receiver
          would have enough buffer space to deal with storing 15 seconds worth
          of fragments at whatever rate it receives messages on it89s
          interfaces, however, if the receiver runs out of buffer space to
          reassemble the messages it SHOULD close the DTLS session.</t>
        </section>
      </section>
    </section>

    <section anchor="sec-data-protocol" title="Data Storage Protocol">
      <t>RELOAD provides a set of generic mechanisms for storing and
      retrieving data in the Overlay Instance. These mechanisms can be used
      for new applications simply by defining new code points and a small set
      of rules. No new protocol mechanisms are required.</t>

      <t>The basic unit of stored data is a single StoredData structure:</t>

      <figure>
        <!--begin-pdu-->

        <artwork><![CDATA[

      struct {
        uint32                  length;
        uint64                  storage_time;
        uint32                  lifetime;
        StoredDataValue         value;
        Signature               signature;
      } StoredData;

      
      ]]></artwork>
      </figure>

      <t>The contents of this structure are as follows: <list style="hanging">
          <t></t>

          <t hangText="length "></t>

          <t>The length of the rest of the structure in octets.</t>

          <t></t>

          <t hangText="storage_time "></t>

          <t>The time when the data was stored in absolute time, represented
          in milliseconds since the Unix epoch of midnight Jan 1, 1970. Any
          attempt to store a data value with a storage time before that of a
          value already stored at this location MUST generate a
          Error_Data_Too_Old error. This prevents rollback attacks. Note that
          this does not require synchronized clocks: the receiving peer uses
          the storage time in the previous store, not its own clock.</t>

          <t></t>

          <t hangText="lifetime "></t>

          <t>The validity period for the data, in seconds, starting from the
          time of store.</t>

          <t></t>

          <t hangText="value "></t>

          <t>The data value itself, as described in <xref
          target="sec-kind-model"></xref>.</t>

          <t></t>

          <t hangText="signature "></t>

          <t>A signature over the data value. <xref
          target="sec-data-sig"></xref> describes the signature computation.
          The element is formatted as described in <xref
          target="sec-signature"></xref></t>
        </list></t>

      <!--
    <t>
      [TODO: this doesn't include the resource ID and kind to
      avoid duplicating it in each value. It would make things
      more self-contained, though.]
    </t>
-->

      <t>Each Resource-ID specifies a single location in the Overlay Instance.
      However, each location may contain multiple StoredData values
      distinguished by Kind-ID. The definition of a kind describes both the
      data values which may be stored and the data model of the data. Some
      data models allow multiple values to be stored under the same Kind-ID.
      Section <xref target="sec-kind-model"></xref> describes the available
      data models. Thus, for instance, a given Resource-ID might contain a
      single-value element stored under Kind-ID X and an array containing
      multiple values stored under Kind-ID Y.</t>

      <section anchor="sec-data-sig" title="Data Signature Computation">
        <t>Each StoredData element is individually signed. However, the
        signature also must be self-contained and cover the Kind-ID and
        Resource-ID even though they are not present in the StoredData
        structure. The input to the signature algorithm is:</t>

        <t><list>
            <t>resource_id + kind + StoredData</t>
          </list></t>

        <t>Where these values are: <list style="hanging">
            <t></t>

            <t hangText="resource "></t>

            <t>The resource ID where this data is stored.</t>

            <t></t>

            <t hangText="kind "></t>

            <t>The Kind-ID for this data.</t>

            <t></t>

            <t hangText="StoredData "></t>

            <t>The contents of the stored data value, as described in the
            previous sections, with the lifetime set to 0.</t>
          </list></t>

        <t>[OPEN ISSUE: Should we include the identity in the string that
        forms the input to the signature algorithm?.]</t>

        <t>Once the signature has been computed, the signature is represented
        using a signature element, as described in <xref
        target="sec-signature"></xref>.</t>
      </section>

      <section anchor="sec-kind-model" title="Data Models">
        <t>The protocol currently defines the following data models:</t>

        <t><list style="symbols">
            <t>single value</t>

            <t>array</t>

            <t>dictionary</t>
          </list></t>

        <!-- TODO: EKR; add a kind in here? -->

        <t>These are represented with the StoredDataValue structure:</t>

        <figure>
          <!--begin-pdu-->

          <artwork><![CDATA[
                    
      enum { reserved(0), single_value(1), array(2), 
             dictionary(3), (255)} DataModel;

      struct {
        Boolean                exists;
        opaque                 value<0..2^32-1>;
      } DataValue;


      struct {
        DataModel                 model;  

        select (model) {
          case single_value:
            DataValue             single_value_entry;

          case array:
            ArrayEntry            array_entry;

          case dictionary:
            DictionaryEntry       dictionary_entry;


          /* This structure may be extended */
        } ;
      } StoredDataValue;
       
          ]]></artwork>
        </figure>

        <t>We now discuss the properties of each data model in turn:</t>

        <section title="Single Value">
          <t>A single-value element is a simple, opaque sequence of bytes.
          There may be only one single-value element for each Resource-ID,
          Kind-ID pair.</t>

          <t>A single value element is represented as a DataValue, which
          contains the following two elements:</t>

          <t><list style="hanging">
              <t hangText="exists"></t>

              <t>This value indicates whether the value exists at all. If it
              is set to False, it means that no value is present. If it is
              True, that means that a value is present. This gives the
              protocol a mechanism for indicating nonexistence as opposed to
              emptiness.</t>

              <t></t>

              <t hangText="value"></t>

              <t>The stored data.</t>
            </list></t>
        </section>

        <section title="Array">
          <t>An array is a set of opaque values addressed by an integer index.
          Arrays are zero based. Note that arrays can be sparse. For instance,
          a Store of "X" at index 2 in an empty array produces an array with
          the values [ NA, NA, "X"]. Future attempts to fetch elements at
          index 0 or 1 will return values with "exists" set to False.</t>

          <t>A array element is represented as an ArrayEntry:</t>

          <figure>
            <!--begin-pdu-->

            <artwork><![CDATA[
            
       struct {
         uint32                  index;
         DataValue               value;
       } ArrayEntry;

       
              ]]></artwork>
          </figure>

          <t>The contents of this structure are: <list style="hanging">
              <t></t>

              <t hangText="index"></t>

              <t>The index of the data element in the array.</t>

              <t></t>

              <t hangText="value"></t>

              <t>The stored data.</t>
            </list></t>

          <!-- EKR: do something about (-1) and array stores. -->
        </section>

        <section title="Dictionary">
          <t>A dictionary is a set of opaque values indexed by an opaque key
          with one value for each key. A single dictionary entry is
          represented as follows</t>

          <t>A dictionary element is represented as a DictionaryEntry:</t>

          <figure>
            <!--begin-pdu-->

            <artwork><![CDATA[
              
       typedef opaque           DictionaryKey<0..2^16-1>;
              
       struct {
         DictionaryKey          key;
         DataValue              value;
       } DictionaryEntry;

       
              ]]></artwork>
          </figure>

          <t>The contents of this structure are: <list style="hanging">
              <t></t>

              <t hangText="key"></t>

              <t>The dictionary key for this value.</t>

              <t></t>

              <t hangText="value"></t>

              <t>The stored data.</t>
            </list></t>
        </section>
      </section>

      <section anchor="sec.access_control" title="Access Control Policies">
        <t>Every kind which is storable in an overlay MUST be associated with
        an access control policy. This policy defines whether a request from a
        given node to operate on a given value should succeed or fail. It is
        anticipated that only a small number of generic access control
        policies are required. To that end, this section describes a small set
        of such policies and <xref target="sec.iana.access_control"></xref>
        establishes a registry for new policies if required. Each policy has a
        short string identifier which is used to reference it in the
        configuration document.</t>

        <section title="USER-MATCH">
          <t>In the USER-MATCH policy, a given value MUST be written (or
          overwritten) if and only if the request is signed with a key
          associated with a certificate whose user name hashes (using the hash
          function for the overlay) to the Resource-ID for the resource.
          Recall that the certificate may, depending on the overlay
          configuration, be self-signed.</t>
        </section>

        <section title="NODE-MATCH">
          <t>In the NODE-MATCH policy, a given value MUST be written (or
          overwritten) if and only if the request is signed with a key
          associated with a certificate whose Node-ID hashes (using the hash
          function for the overlay) to the Resource-ID for the resource.</t>
        </section>

        <section title="USER-NODE-MATCH">
          <t>The USER-NODE-MATCH policy may only be used with dictionary
          types. In the USER-NODE-MATCH policy, a given value MUST be written
          (or overwritten) if and only if the request is signed with a key
          associated with a certificate whose user name hashes (using the hash
          function for the overlay) to the Resource-ID for the resource. In
          addition, the dictionary key MUST be equal to the Node-ID in the
          certificate.</t>
        </section>

        <section title="NODE-MULTIPLE">
          <t>In the NODE-MULTIPLE policy, a given value MUST be written (or
          overwritten) if and only if the request is signed with a key
          associated with a certificate containing a Node-ID such that
          H(Node-ID || i) is equal to the Resource-ID for some small integer
          value if i. When this policy is in use, the maximum value of i MUST
          be specified, typically in the configuration document.</t>
        </section>

        <section title="USER-MATCH-WITH-ANONYMOUS-CREATE">
          <t>The USER-MATCH-WITH-ANONYMOUS-CREATE policy is like the
          USER-MATCH policy except that any user MAY create a new value in a
          given location. However, only a user matching the USER-MATCH
          criteria may overwrite an existing value. This allows the creation
          of an anonymous "drop box" which may be useful for applications like
          voice mail.</t>
        </section>
      </section>

      <section title="Data Storage Methods">
        <t>RELOAD provides several methods for storing and retrieving
        data:</t>

        <t><list style="symbols">
            <t>Store values in the overlay</t>

            <t>Fetch values from the overlay</t>

            <t>Find the values stored at an individual peer</t>
          </list></t>

        <t>These methods are each described in the following sections.</t>

        <section anchor="sec-store" title="Store">
          <t>The Store method is used to store data in the overlay. The format
          of the Store request depends on the data model which is determined
          by the kind.</t>

          <section anchor="sec-store-req" title="Request Definition">
            <t>A StoreReq message is a sequence of StoreKindData values, each
            of which represents a sequence of stored values for a given kind.
            The same Kind-ID MUST NOT be used twice in a given store request.
            Each value is then processed in turn. These operations MUST be
            atomic. If any operation fails, the state MUST be rolled back to
            before the request was received.</t>

            <t>The store request is defined by the StoreReq structure:</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
     struct {
         KindId                 kind;
         DataModel              data_model;
         uint64                 generation_counter;
         StoredData             values<0..2^32-1>;
     } StoreKindData;

     struct {
         ResourceId             resource;
         uint8                  replica_number;    
         StoreKindData          kind_data<0..2^32-1>;
     } StoreReq;

              ]]></artwork>
            </figure>

            <t>A single Store request stores data of a number of kinds to a
            single resource location. The contents of the structure are: <list
                style="hanging">
                <t></t>

                <t hangText="resource "></t>

                <t>The resource to store at.</t>

                <t></t>

                <t hangText="replica_number "></t>

                <t>The number of this replica. When a storing peer saves
                replicas to other peers each peer is assigned a replica number
                starting from 1 and sent in the Store message. This field is
                set to 0 when a node is storing its own data. This allows
                peers to distinguish replica writes from original writes.</t>

                <t></t>

                <t hangText="kind_data "></t>

                <t>A series of elements, one for each kind of data to be
                stored.</t>
              </list></t>

            <t>If the replica number is zero, then the peer MUST check that it
            is responsible for the resource and if not reject the request. If
            the replica number is nonzero, then the peer MUST check that it
            expects to be a replica for the resource and that the request
            sender is consistent with being the responsible node (i.e., that
            the receiving peer does not know of a better node) and if not
            reject the request.</t>

            <t>Each StoreKindData element represents the data to be stored for
            a single Kind-ID. The contents of the element are: <list
                style="hanging">
                <t></t>

                <t hangText="kind "></t>

                <t>The Kind-ID. Implementations SHOULD reject requests
                corresponding to unknown kinds unless specifically configured
                otherwise.</t>

                <t></t>

                <t hangText="data_model "></t>

                <t>The data model of the data. The kind defines what this has
                to be so this is redundant in the case where the software
                interpreting the messages understands the kind.</t>

                <t></t>

                <t hangText="generation "></t>

                <t>The expected current state of the generation counter
                (approximately the number of times this object has been
                written, see below for details).</t>

                <t></t>

                <t hangText="values "></t>

                <t>The value or values to be stored. This may contain one or
                more stored_data values depending on the data model associated
                with each kind.</t>
              </list></t>

            <t>The peer MUST perform the following checks:</t>

            <t><list style="symbols">
                <t>The kind_id is known and supported.</t>

                <t>The data_model matches the kind_id.</t>

                <!-- EKR: REMOVED. this doesn't allow conflict resolution.
                <t>The signature over the message is valid or (depending on
                overlay policy) no signature is required.</t> -->

                <t>The signatures over each individual data element (if any)
                are valid.</t>

                <t>Each element is signed by a credential which is authorized
                to write this kind at this Resource-ID</t>

                <t>For original (non-replica) stores, the peer MUST check that
                if the generation-counter is non-zero, it equals the current
                value of the generation-counter for this kind. This feature
                allows the generation counter to be used in a way similar to
                the HTTP Etag feature.</t>

                <t>The storage time values are greater than that of any value
                which would be replaced by this Store.</t>
              </list></t>

            <t>If all these checks succeed, the peer MUST attempt to store the
            data values. For non-replica stores, if the store succeeds and the
            data is changed, then the peer must increase the generation
            counter by at least one. If there are multiple stored values in a
            single StoreKindData, it is permissible for the peer to increase
            the generation counter by only 1 for the entire Kind-ID, or by 1
            or more than one for each value. Accordingly, all stored data
            values must have a generation counter of 1 or greater. 0 is used
            in the Store request to indicate that the generation counter
            should be ignored for processing this request, however the
            responsible peer should increase the stored generation counter,
            and should return the correct generation counter in the
            response.</t>

            <t>For replica Stores, the peer MUST set the generation counter to
            match the generation_counter in the message, and MUST NOT check
            the generation counter against the current value. Replica Stores
            MUST NOT use a generation counter of 0.</t>

            <t>When a peer stores data previously stored by another node
            (e.g., for replicas or topology shifts) it MUST adjust the
            lifetime value downward to reflect the amount of time the value
            was stored at the peer.</t>

            <t>The properties of stores for each data model are as follows:
            <list style="hanging">
                <t></t>

                <t hangText="Single-value:"></t>

                <t>A store of a new single-value element creates the element
                if it does not exist and overwrites any existing value with
                the new value.</t>

                <t></t>

                <t hangText="Array:"></t>

                <t>A store of an array entry replaces (or inserts) the given
                value at the location specified by the index. Because arrays
                are sparse, a store past the end of the array extends it with
                nonexistent values (exists=False) as required. A store at
                index 0xffffffff places the new value at the end of the array
                regardless of the length of the array. The resulting
                StoredData has the correct index value when it is subsequently
                fetched.</t>

                <t></t>

                <t hangText="Dictionary:"></t>

                <t>A store of a dictionary entry replaces (or inserts) the
                given value at the location specified by the dictionary
                key.</t>
              </list></t>

            <t>The following figure shows the relationship between these
            structures for an example store which stores the following values
            at resource "1234"</t>

            <t><list style="symbols">
                <t>The value "abc" in the single value slot for kind X</t>

                <t>The value "foo" at index 0 in the array for kind Y</t>

                <t>The value "bar" at index 1 in the array for kind Y</t>
              </list></t>

            <figure>
              <artwork><![CDATA[
                                  Store
                              resource=1234
                                 /      \
                                /        \
                    StoreKindData        StoreKindData
                       kind=X               kind=Y
                 model=Single-Value       model=Array
                         |                    /\
                         |                   /  \
                     StoredData             /    \
                         |                 /      \
                         |           StoredData  StoredData
                  StoredDataValue        |           |
                   value="abc"           |           |
                                         |           |
                                StoredDataValue  StoredDataValue
                                      index=0      index=1
                                   value="foo"    value="bar"
        
      ]]></artwork>
            </figure>
          </section>

          <section title="Response Definition">
            <t>In response to a successful Store request the peer MUST return
            a StoreAns message containing a series of StoreKindResponse
            elements containing the current value of the generation counter
            for each Kind-ID, as well as a list of the peers where the data
            was/will-be replicated.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
      struct {
        KindId                  kind;
        uint64                  generation_counter;
        NodeId                  replicas<0..2^16-1>;
      } StoreKindResponse;


      struct {
        StoreKindResponse       kind_responses<0..2^16-1>;
      } StoreAns;

              ]]></artwork>
            </figure>

            <t>The contents of each StoreKindResponse are:</t>

            <t><list style="hanging">
                <t></t>

                <t hangText="kind "></t>

                <t>The Kind-ID being represented.</t>

                <t></t>

                <t hangText="generation "></t>

                <t>The current value of the generation counter for that
                Kind-ID.</t>

                <t></t>

                <t hangText="replicas "></t>

                <t>The list of other peers at which the data was/will-be
                replicated. In overlays and applications where the responsible
                peer is intended to store redundant copies, this allows the
                storing peer to independently verify that the replicas were in
                fact stored by doing its own Fetch.</t>
              </list></t>

            <t>The response itself is just StoreKindResponse values packed
            end-to-end.</t>

            <t>If any of the generation counters in the request precede the
            corresponding stored generation counter, then the peer MUST fail
            the entire request and respond with a Error_Data_Too_Old error.
            The error_info in the ErrorResponse MUST be a StoreAns response
            containing the correct generation counter for each kind and empty
            replicas lists.</t>

            <t>If the data being stored is too large for the allowed limit by
            the given usage, then the peer MUST fail the request and generate
            an Error_Data_Too_Large error.</t>
          </section>

          <section title="Removing Values">
            <t>This version of RELOAD (unlike previous versions) does not have
            an explicit Remove operation. Rather, values are Removed by
            storing "nonexistent" values in their place. Each DataValue
            contains a boolean value called "exists" which indicates whether a
            value is present at that location. In order to effectively remove
            a value, the owner stores a new DataValue with:</t>

            <t><list>
                <t>exists = false</t>

                <t>value = {} (0 length)</t>
              </list></t>

            <t>Storing nodes MUST treat these nonexistent values the same way
            they treat any other stored value, including overwriting the
            existing value, replicating them, and aging them out as necessary
            when lifetime expires. When a stored nonexistent value's lifetime
            expires, it is simply removed from the storing node like any other
            stored value expiration. Note that in the case of arrays and
            dictionaries, this may create an implicit, unsigned "nonexistent"
            value to represent a gap in the data structure. However, this
            value isn't persistent nor is it replicated, it's simply
            synthesized by the storing node.</t>
          </section>
        </section>

        <section title="Fetch">
          <t>The Fetch request retrieves one or more data elements stored at a
          given Resource-ID. A single Fetch request can retrieve multiple
          different kinds.</t>

          <section title="Request Definition">
            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
      struct {
        int32            first;
        int32            last;
      } ArrayRange;
        
      struct {
        KindId                  kind;
        DataModel               model;
        uint64                  generation;
        uint16                  length;
        
        select (model) {
          case single_value: ;    /* Empty */

          case array:
               ArrayRange       indices<0..2^16-1>;
          
          case dictionary:
               DictionaryKey    keys<0..2^16-1>;

          /* This structure may be extended */

        } model_specifier;
      } StoredDataSpecifier;

      struct {
        ResourceId              resource;
        StoredDataSpecifier     specifiers<0..2^16-1>;
      } FetchReq;

              ]]></artwork>
            </figure>

            <t>The contents of the Fetch requests are as follows:</t>

            <t><list style="hanging">
                <t></t>

                <t hangText="resource "></t>

                <t>The resource ID to fetch from.</t>

                <t></t>

                <t hangText="specifiers "></t>

                <t>A sequence of StoredDataSpecifier values, each specifying
                some of the data values to retrieve.</t>
              </list></t>

            <t>Each StoredDataSpecifier specifies a single kind of data to
            retrieve and (if appropriate) the subset of values that are to be
            retrieved. The contents of the StoredDataSpecifier structure are
            as follows:</t>

            <t><list style="hanging">
                <t></t>

                <t hangText="kind "></t>

                <t>The Kind-ID of the data being fetched. Implementations
                SHOULD reject requests corresponding to unknown kinds unless
                specifically configured otherwise.</t>

                <t></t>

                <t hangText="model "></t>

                <t>The data model of the data. This must be checked against
                the Kind-ID.</t>

                <t></t>

                <t hangText="generation "></t>

                <t>The last generation counter that the requesting peer saw.
                This may be used to avoid unnecessary fetches or it may be set
                to zero.</t>

                <t></t>

                <t hangText="length "></t>

                <t>The length of the rest of the structure, thus allowing
                extensibility.</t>

                <t></t>

                <t hangText="model_specifier "></t>

                <t>A reference to the data value being requested within the
                data model specified for the kind. For instance, if the data
                model is "array", it might specify some subset of the
                values.</t>
              </list></t>

            <t>The model_specifier is as follows:</t>

            <t><list style="symbols">
                <t>If the data is of data model single value, the specifier is
                empty.</t>

                <t>If the data is of data model array, the specifier contains
                of a list of ArrayRange elements, each of which contains two
                integers. The first integer is the beginning of the range and
                the second is the end of the range. 0 is used to indicate the
                first element and 0xffffffff is used to indicate the final
                element. The beginning of the range MUST be earlier in the
                array then the end. The ranges MUST be non-overlapping.</t>

                <t>If the data is of data model dictionary then the specifier
                contains a list of the dictionary keys being requested. If no
                keys are specified, than this is a wildcard fetch and all
                key-value pairs are returned. </t>
              </list></t>

            <t>The generation-counter is used to indicate the requester's
            expected state of the storing peer. If the generation-counter in
            the request matches the stored counter, then the storing peer
            returns a response with no StoredData values.</t>

            <t>Note that because the certificate for a user is typically
            stored at the same location as any data stored for that user, a
            requesting peer which does not already have the user's certificate
            should request the certificate in the Fetch as an
            optimization.</t>
          </section>

          <section title="Response Definition">
            <t>The response to a successful Fetch request is a FetchAns
            message containing the data requested by the requester.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
       struct {
         KindId                 kind;
         uint64                 generation;
         StoredData             values<0..2^32-1>;
       } FetchKindResponse;

       struct {
         FetchKindResponse      kind_responses<0..2^32-1>;
       } FetchAns;

              ]]></artwork>
            </figure>

            <t>The FetchAns structure contains a series of FetchKindResponse
            structures. There MUST be one FetchKindResponse element for each
            Kind-ID in the request.</t>

            <t>The contents of the FetchKindResponse structure are as follows:
            <list style="hanging">
                <t></t>

                <t hangText="kind "></t>

                <t>the kind that this structure is for.</t>

                <t></t>

                <t hangText="generation "></t>

                <t>the generation counter for this kind.</t>

                <t></t>

                <t hangText="values "></t>

                <t>the relevant values. If the generation counter in the
                request matches the generation-counter in the stored data,
                then no StoredData values are returned. Otherwise, all
                relevant data values MUST be returned. A nonexistent value is
                represented with "exists" set to False.</t>
              </list></t>

            <t>There is one subtle point about signature computation on
            arrays. If the storing node uses the append feature (where the
            index=0xffffffff), then the index in the StoredData that is
            returned will not match that used by the storing node, which would
            break the signature. In order to avoid this issue, the index value
            in array is set to zero before the signature is computed. This
            implies that malicious storing nodes can reorder array entries
            without being detected. [[OPEN ISSUE: We've considered a number of
            alternate designs here that would preserve security against this
            attack if the storing node did not use the append feature.
            However, they are more complicated for one or both sides. If this
            attack is considered serious, we can introduce one of them.]]</t>
          </section>
        </section>

        <section title="Stat">
          <t>The Stat request is used to get metadata (length, generation
          counter, digest, etc.) for a stored element without retrieving the
          element itself. The name is from the UNIX stat(2) system call which
          performs a similar function for files in a filesystem. It also
          allows the requesting node to get a list of matching elements
          without requesting the entire element.</t>

          <section title="Request Definition">
            <t>The Stat request is identical to the Fetch request. It simply
            specifies the elements to get metadata about.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
      struct {
        ResourceId              resource;
        StoredDataSpecifier     specifiers<0..2^16-1>;
      } StatReq;

      
              ]]></artwork>
            </figure>
          </section>

          <section title="Response Definition">
            <t>The Stat response contains the same sort of entries that a
            Fetch response would contain, however instead of containing the
            element data it contains metadata.</t>

            <!--begin-pdu-->

            <figure>
              <artwork><![CDATA[

      struct {
        Boolean                exists;
        uint32                 value_length;
        HashAlgorithm          hash_algorithm;
        opaque                 hash_value<0..255>;
      } MetaData;


      struct {
        uint32                 index;
        MetaData               value;
      } ArrayEntryMeta;

      struct {
        DictionaryKey          key;
        MetaData               value;
      } DictionaryEntryMeta;

      struct {
        DataModel                 model;  

        select (model) {
          case single_value:
            MetaData              single_value_entry;

          case array:
            ArrayEntryMeta        array_entry;

          case dictionary:
            DictionaryEntryMeta   dictionary_entry;


          /* This structure may be extended */
        } ;
      } MetaDataValue;

      struct {
        uint32                  length;
        uint64                  storage_time;
        uint32                  lifetime;
        MetaDataValue           metadata;
      } StoredMetaData;

      struct {
        KindId                 kind;
        uint64                 generation;
        StoredMetaData         values<0..2^32-1>;
      } StatKindResponse;

      struct {
        StatKindResponse      kind_responses<0..2^32-1>;
      } StatAns;
              ]]></artwork>
            </figure>

            <t>The structures used in StatAns parallel those used in FetchAns:
            a response consists of multiple StatKindResponse values, one for
            each kind that was in the request. The contents of the
            StatKindResponse are the same as those in the FetchKindResponse,
            except that the values list contains StoredMetaData entries
            instead of StoredData entries.</t>

            <t>The contents of the StoredMetaData structure are the same as
            the corresponding fields in StoredData except that there is no
            signature field and the value is a MetaDataValue rather than a
            StoredDataValue.</t>

            <t>A MetaDataValue is a variant structure, like a StoredDataValue,
            except for the types of each arm, which replace DataValue with
            MetaData.</t>

            <t>The only really new structure is MetaData, which has the
            following contents: <list style="hanging">
                <t></t>

                <t hangText="exists"></t>

                <t>Same as in DataValue</t>

                <t></t>

                <t hangText="value_length"></t>

                <t>The length of the stored value.</t>

                <t></t>

                <t hangText="hash_algorithm"></t>

                <t>The hash algorithm used to perform the digest of the
                value.</t>

                <t></t>

                <t hangText="hash_value"></t>

                <t>A digest of the value using hash_algorithm.</t>
              </list></t>
          </section>
        </section>

        <section title="Find">
           

          <t>The Find request can be used to explore the Overlay Instance. A
          Find request for a Resource-ID R and a Kind-ID T retrieves the
          Resource-ID (if any) of the resource of kind T known to the target
          peer which is closes to R. This method can be used to walk the
          Overlay Instance by interactively fetching R_n+1=nearest(1 +
          R_n).</t>

           --&gt; 

          <section title="Request Definition">
            <t>The FindReq message contains a series of Resource-IDs and
            Kind-IDs identifying the resource the peer is interested in.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
   struct {
     ResourceID                 resource;
     KindId                     kinds<0..2^8-1>;
   } FindReq;

              ]]></artwork>
            </figure>

            <!-- find-request = Resource-ID 1*type-id -->

            <t>The request contains a list of Kind-IDs which the Find is for,
            as indicated below: <list style="hanging">
                <t />

                <t hangText="resource " />

                <t>The desired Resource-ID</t>

                <t />

                <t hangText="kinds " />

                <t>The desired Kind-IDs. Each value MUST only appear once.</t>
              </list></t>
          </section>

           

          <section title="Response Definition">
            <t>A response to a successful Find request is a FindAns message
            containing the closest Resource-ID for each kind specified in the
            request.</t>

            <figure>
              <!--begin-pdu-->

              <artwork><![CDATA[
  struct {
    KindId                      kind;
    ResourceID                  closest;
  } FindKindData;

  struct {
    FindKindData                results<0..2^16-1>;
  } FindAns;

              ]]></artwork>
            </figure>

            <t>If the processing peer is not responsible for the specified
            Resource-ID, it SHOULD return a 404 error.</t>

            <!-- EKR removed. It is confusing here.

            <t>When each kind is defined, it can indicate if the kind is not
            allowed to be used in a Find request. This would be done to help
            achieve some types of security properties for the data stored in
            that kind.</t>
-->

            <t>For each Kind-ID in the request the response MUST contain a
            FindKindData indicating the closest Resource-ID for that Kind-ID
            unless the kind is not allowed to be used with Find in which case
            a FindKindData for that Kind-ID MUST NOT be included in the
            response. If a Kind-ID is not known, then the corresponding
            Resource-ID MUST be 0. Note that different Kind-IDs may have
            different closest Resource-IDs.</t>

            <t>The response is simply a series of FindKindData elements, one
            per kind, concatenated end-to-end. The contents of each element
            are:</t>

            <t>
              <list style="hanging">
                <t />

                <t hangText="kind " />

                <t>The Kind-ID.</t>

                <t />

                <t hangText="closest " />

                <t>The closest resource ID to the specified resource ID. This
                is 0 if no resource ID is known.</t>
              </list>
            </t>

            <t>Note that the response does not contain the contents of the
            data stored at these Resource-IDs. If the requester wants this, it
            must retrieve it using Fetch.</t>
          </section>

           
        </section>

        <section title="Defining New Kinds">
          <t>There are two ways to define a new kind. The first is by writing
          a document and registering the kind-id with IANA. This is the
          preferred method for kinds which may be widely used and reused. The
          second method is to simply define the kind and its parameters in the
          configuration document using the section of kind-id space set aside
          for private use. This method MAY be used to define ad hoc kinds in
          new overlays.</t>

          <t>However a kind is defined, the definition must include:</t>

          <t><list style="symbols">
              <t>The meaning of the data to be stored (in some textual
              form).</t>

              <t>The Kind-ID.</t>

              <t>The data model (single value, array, dictionary, etc.)</t>

              <t>The access control model.</t>
            </list></t>

          <t>In addition, when kinds are registered with IANA, each kind is
          assigned a short string name which is used to refer to it in
          configuration documents.</t>

          <t>While each kind MUST define what data model is used for its data,
          that does not mean that it must define new data models. Where
          practical, kinds SHOULD use the built-in data models. However, they
          MAY define any new required data models. The intention is that the
          basic data model set be sufficient for most applications/usages.</t>
        </section>
      </section>
    </section>

    <section anchor="sec-store-usage" title="Certificate Store Usage">
      <t>The Certificate Store usage allows a peer to store its certificate in
      the overlay, thus avoiding the need to send a certificate in each
      message - a reference may be sent instead.</t>

      <t>A user/peer MUST store its certificate at Resource-IDs derived from
      two Resource Names:</t>

      <t><list style="symbols">
          <t>The user name in the certificate.</t>

          <t>The Node-ID in the certificate.</t>
        </list></t>

      <t>Note that in the second case the certificate is not stored at the
      peer's Node-ID but rather at a hash of the peer's Node-ID. The intention
      here (as is common throughout RELOAD) is to avoid making a peer
      responsible for its own data.</t>

      <t>A peer MUST ensure that the user's certificates are stored in the
      Overlay Instance. New certificates are stored at the end of the list.
      This structure allows users to store and old and new certificate the
      both have the same Node-ID which allows for migration of certificates
      when they are renewed.</t>

      <t>This usage defines the following kind:</t>

      <t><list style="hanging">
          <t></t>

          <t hangText="Name:">CERTIFICATE</t>

          <t></t>

          <t hangText="Data Model:">The data model for CERTIFICATE data is
          array.</t>

          <t></t>

          <t hangText="Access Control:">NODE-MATCH.</t>
        </list></t>
    </section>

    <section anchor="sec-turn-server" title="TURN Server Usage">
      <t>The TURN server usage allows a RELOAD peer to advertise that it is
      prepared to be a TURN server as defined in <xref
      target="I-D.ietf-behave-turn"></xref>. When a node starts up, it joins
      the overlay network and forms several connection in the process. If the
      ICE stage in any of these connection return a reflexive address that is
      not the same as the peers perceived address, then the peers is behind a
      NAT and not an candidate for a TURN server. Additionally, if the peers
      IP address is in the private address space range, then it is not a
      candidate for a TURN server. Otherwise, the peer SHOULD assume it is a
      potential TURN server and follow the procedures below.</t>

      <t>If the node is a candidate for a TURN server it will insert some
      pointers in the overlay so that other peers can find it. The overlay
      configuration file specifies a turnDensity parameter that indicates how
      many times each TURN server should record itself in the overlay.
      Typically this should be set to the reciprocal of the estimate of what
      percentage of peers will act as TURN servers. For each value, called d,
      between 1 and turnDensity, the peer forms a Resource Name by
      concatenating its Peer-ID and the value d. This Resource Name is hashed
      to form a Resource-ID. The address of the peer is stored at that
      Resource-ID using type TURN-SERVICE and the TurnServer object:</t>

      <figure>
        <!--begin-pdu-->

        <artwork><![CDATA[
      struct {
        uint8                   iteration;
        IpAddressAndPort        server_address;
      } TurnServer;
      
  ]]></artwork>
      </figure>

      <t>The contents of this structure are as follows: <list style="hanging">
          <t></t>

          <t hangText="iteration"></t>

          <t>the d value</t>

          <t></t>

          <t hangText="server_address"></t>

          <t>the address at which the TURN server can be contacted.</t>
        </list></t>

      <t><list style="hanging">
          <t hangText="Note:">Correct functioning of this algorithm depends
          critically on having turnDensity be an accurate estimate of the true
          density of TURN servers. If turnDensity is too high, then the
          process of finding TURN servers becomes extremely expensive as
          multiple candidate Resource-IDs must be probed.</t>
        </list></t>

      <t>Peers peers that provide this service need to support the TURN
      extensions to STUN for media relay of both UDP and TCP traffic as
      defined in <xref target="I-D.ietf-behave-turn"></xref> and <xref
      target="RFC5382"></xref>.</t>

      <t>[[OPEN ISSUE: This structure only works for TURN servers that have
      public addresses. It may be possible to use TURN servers that are behind
      well-behaved NATs by first ICE connecting to them. If we decide we want
      to enable that, this structure will need to change to either be a
      Peer-ID or include that as an option.]]</t>

      <t>This usage defines the following kind to indicate that the a peer is
      willing to act as a TURN server:</t>

      <t><list style="hanging">
          <t hangText="Name">TURN-SERVICE</t>

          <t hangText="Data Model">The TURN-SERVICE kind stores a single value
          for each Resource-ID.</t>

          <t hangText="Access Control">NODE-MULTIPLE, with maximum iteration
          counter 20.</t>
        </list></t>

      <t>Peers can find other servers by selecting a random Resource-ID and
      then doing a Find request for the appropriate server type with that
      Resource-ID. The Find request gets routed to a random peer based on the
      Resource-ID. If that peer knows of any servers, they will be returned.
      The returned response may be empty if the peer does not know of any
      servers, in which case the process gets repeated with some other random
      Resource-ID. As long as the ratio of servers relative to peers is not
      too low, this approach will result in finding a server relatively
      quickly.</t>
    </section>

    <section anchor="sec-chord-algorithm" title="Chord Algorithm ">
      <t>This algorithm is assigned the name chord-128-2-16+ to indicate it is
      based on Chord, uses SHA-1 then truncates that to 128 bit for the hash
      function, stores 2 redundant copies of all data, and has finger tables
      with at least 16 entries.</t>

      <section title="Overview">
        <t>The algorithm described here is a modified version of the Chord
        algorithm. Each peer keeps track of a finger table of 16 entries and a
        neighbor table of 6 entries. The neighbor table contains the 3 peers
        before this peer and the 3 peers after it in the DHT ring. The first
        entry in the finger table contains the peer half-way around the ring
        from this peer; the second entry contains the peer that is 1/4 of the
        way around; the third entry contains the peer that is 1/8th of the way
        around, and so on. Fundamentally, the chord data structure can be
        thought of a doubly-linked list formed by knowing the successors and
        predecessor peers in the neighbor table, sorted by the Node-ID. As
        long as the successor peers are correct, the DHT will return the
        correct result. The pointers to the prior peers are kept to enable
        inserting of new peers into the list structure. Keeping multiple
        predecessor and successor pointers makes it possible to maintain the
        integrity of the data structure even when consecutive peers
        simultaneously fail. The finger table forms a skip list, so that
        entries in the linked list can be found in O(log(N)) time instead of
        the typical O(N) time that a linked list would provide.</t>

        <t>A peer, n, is responsible for a particular Resource-ID k if k is
        less than or equal to n and k is greater than p, where p is the peer
        id of the previous peer in the neighbor table. Care must be taken when
        computing to note that all math is modulo 2^128.</t>
      </section>

      <section title="Reactive vs Periodic Recovery">
        <t>Open Issue: The algorithm currently presented in this section uses
        reactive recovery when a neighbor is lost, that information is
        immediately propagated. Research in DHT performance by Rhea et al.
        indicates that this is not optimal in large-scale networks with churn
        <xref target="handling-churn-usenix04"></xref>. Addressing this issue,
        however, needs to take into account the requirements placed on this
        algorithm. Because it is the mandatory DHT for RELOAD, the algorithm
        described here is designed to meet two primary challenges: <list
            style="symbols">
            <t>Scale from small (ten or fewer) overlays on a LAN to global
            overlays with millions of nodes</t>

            <t>Simple to implement</t>
          </list></t>

        <t>One of the challenges these requirements entail is achieving
        reasonable performance as the overlay scales without undue complexity.
        We have two possibly conflicting concerns: <list style="symbols">
            <t>A small-scale overlay may not be stable without reactive
            recovery, because a single peer represents a large portion of the
            overlay.</t>

            <t>A large-scale overlay with significant churn may perform
            poorly, both in terms of traffic volume and success rates, when
            using reactive recovery.</t>
          </list> As a result, multiple solutions have been proposed: <list
            style="symbols">
            <t>Identify one set of behaviors that achieves adequate
            functionality as the overlay scales.</t>

            <t>Add a parameter dictating the type of recovery used by peers in
            the overlay, configuring the peers appropriately as they join the
            overlay.</t>

            <t>Make the algorithm adaptive, according to the size of the
            overlay or the churn rates observed.</t>
          </list></t>

        <t>At IETF 72, the WG elected to defer a decision on the final choice
        until data could be collected on the effectiveness of the strategies.
        This section, therefore, retains the reactive recovery model until
        evidence supporting a decision is available.</t>
      </section>

      <section title="Routing">
        <t>If a peer is not responsible for a Resource-ID k, but is directly
        connected to a node with Node-ID k, then it routes the message to that
        node. Otherwise, it routes the request to the peer in the routing
        table that has the largest Node-ID that is in the interval between the
        peer and k. The routing table is the union of the neighbor table and
        the finger table.</t>
      </section>

      <section title="Redundancy ">
        <t>When a peer receives a Store request for Resource-ID k, and it is
        responsible for Resource-ID k, it stores the data and returns a
        success response. [[Open Issue: should it delay sending this success
        until it has successfully stored the redundant copies?]]. It then
        sends a Store request to its successor in the neighbor table and to
        that peers successor. Note that these Store requests are addressed to
        those specific peers, even though the Resource-ID they are being asked
        to store is outside the range that they are responsible for. The peers
        receiving these check they came from an appropriate predecessor in
        their neighbor table and that they are in a range that this
        predecessor is responsible for, and then they store the data. They do
        not themselves perform further Stores because they can determine that
        they are not responsible for the Resource-ID.</t>

        <t>Note that a malicious node can return a success response but not
        store the data locally or in the replica set. Requesting peers that
        wish to ensure that the replication actually occurred SHOULD [[Open
        Issue: SHOULD or MAY?]] contact each peer listed in the replicas field
        of the Store response and retrieve a copy of the data. </t>
      </section>

      <section title="Joining">
        <t>The join process for a joining party (JP) with Node-ID n is as
        follows.</t>

        <t><list style="numbers">
            <t>JP connects to its chosen bootstrap node.</t>

            <t>JP uses a series of Probes to populate its routing table.</t>

            <t>JP sends Attach requests to initiate connections to each of the
            peers in the connection table as well as to the desired finger
            table entries. Note that this does not populate their routing
            tables, but only their connection tables, so JP will not get
            messages that it is expected to route to other nodes.</t>

            <t>JP enters all the peers it contacted into its routing
            table.</t>

            <t>JP sends a Join to its immediate successor, the admitting peer
            (AP) for Node-ID n. The AP sends the response to the Join.</t>

            <t>AP does a series of Store requests to JP to store the data that
            JP will be responsible for.</t>

            <t>AP sends JP an Update explicitly labeling JP as its
            predecessor. At this point, JP is part of the ring and responsible
            for a section of the overlay. AP can now forget any data which is
            assigned to JP and not AP.</t>

            <t>AP sends an Update to all of its neighbors with the new values
            of its neighbor set (including JP).</t>

            <t>JP sends Updates to all the peers in its routing table.</t>
          </list></t>

        <t>In order to populate its routing table, JP sends a Probe via the
        bootstrap node directed at Resource-ID n+1 (directly after its own
        Resource-ID). This allows it to discover its own successor. Call that
        node p0. It then sends a probe to p0+1 to discover its successor (p1).
        This process can be repeated to discover as many successors as
        desired. The values for the two peers before p will be found at a
        later stage when n receives an Update.</t>

        <t>In order to set up its neighbor table entry for peer i, JP simply
        sends an Attach to peer (n+2^(numBitsInNodeId-i). This will be routed
        to a peer in approximately the right location around the ring.</t>
      </section>

      <section title="Routing Attaches">
        <t>When a peer needs to Attach to a new peer in its neighbor table, it
        MUST source-route the Attach request through the peer from which it
        learned the new peer's Node-ID. Source-routing these requests allows
        the overlay to recover from instability.</t>

        <t>All other Attach requests, such as those for new finger table
        entries, are routed conventionally through the overlay.</t>

        <t>If a peer is unable to successfully Attach with a peer that should
        be in its neighborhood, it MUST locate either a TURN server or another
        peer in the overlay, but not in its neighborhood, through which it can
        exchange messages with its neighbor peer</t>
      </section>

      <section title="Updates">
        <t>A chord Update is defined as</t>

        <figure>
          <!--begin-pdu-->

          <artwork><![CDATA[
      enum { reserved (0), 
             peer_ready(1), neighbors(2), full(3), (255) }
           ChordUpdateType;


      struct {
        ChordUpdateType         type;
  
        select(type){
          case peer_ready:                   /* Empty */
            ;
          
          case neighbors:
            NodeId              predecessors<0..2^16-1>;
            NodeId              successors<0..2^16-1>;

          case full:
            NodeId              predecessors<0..2^16-1>;
            NodeId              successors<0..2^16-1>;
            NodeId              fingers<0..2^16-1>;             
        };
      } ChordUpdate;

              ]]></artwork>
        </figure>

        <t>The "type" field contains the type of the update, which depends on
        the reason the update was sent.</t>

        <t><list style="hanging">
            <t hangText="peer_ready: ">this peer is ready to receive messages.
            This message is used to indicate that a node which has Attached is
            a peer and can be routed through. It is also used as a
            connectivity check to non-neighbor peers.</t>

            <t hangText="neighbors: ">this version is sent to members of the
            Chord neighbor table.</t>

            <t hangText="full: ">this version is sent to peers which request
            an Update with a RouteQueryReq.</t>
          </list></t>

        <t>If the message is of type "neighbors", then the contents of the
        message will be:</t>

        <t><list style="hanging">
            <t></t>

            <t hangText="predecessors "></t>

            <t>The predecessor set of the Updating peer.</t>

            <t></t>

            <t hangText="successors "></t>

            <t>The successor set of the Updating peer.</t>
          </list></t>

        <t>If the message is of type "full", then the contents of the message
        will be:</t>

        <t><list style="hanging">
            <t></t>

            <t hangText="predecessors "></t>

            <t>The predecessor set of the Updating peer.</t>

            <t></t>

            <t hangText="successors "></t>

            <t>The successor set of the Updating peer.</t>

            <t></t>

            <t hangText="fingers "></t>

            <t>The finger table if the Updating peer, in numerically ascending
            order.</t>
          </list></t>

        <t>A peer MUST maintain an association (via Attach) to every member of
        its neighbor set. A peer MUST attempt to maintain at least three
        predecessors and three successors. However, it MUST send its entire
        set in any Update message sent to neighbors.</t>

        <section title="Sending Updates">
          <t>Every time a connection to a peer in the neighbor table is lost
          (as determined by connectivity probes or failure of some request),
          the peer should remove the entry from its neighbor table and replace
          it with the best match it has from the other peers in its routing
          table. It then sends an Update to all its remaining neighbors. The
          update will contain all the Node-IDs of the current entries of the
          table (after the failed one has been removed). Note that when
          replacing a successor the peer SHOULD delay the creation of new
          replicas for 30 seconds after removing the failed entry from its
          neighbor table in order to allow a triggered update to inform it of
          a better match for its neighbor table.</t>

          <t>If connectivity is lost to all three of the peers that follow
          this peer in the ring, then this peer should behave as if it is
          joining the network and use Probes to find a peer and send it a
          Join. If connectivity is lost to all the peers in the finger table,
          this peer should assume that it has been disconnected from the rest
          of the network, and it should periodically try to join the DHT.</t>
        </section>

        <section title="Receiving Updates">
          <t>When a peer, N, receives an Update request, it examines the
          Node-IDs in the UpdateReq and at its neighbor table and decides if
          this UpdateReq would change its neighbor table. This is done by
          taking the set of peers currently in the neighbor table and
          comparing them to the peers in the update request. There are three
          major cases:</t>

          <t><list style="symbols">
              <t>The UpdateReq contains peers that would not change the
              neighbor set because they match the neighbor table.</t>

              <t>The UpdateReq contains peers closer to N than those in its
              neighbor table.</t>

              <t>The UpdateReq defines peers that indicate a neighbor table
              further away from N than some of its neighbor table. Note that
              merely receiving peers further away does not demonstrate this,
              since the update could be from a node far away from N. Rather,
              the peers would need to bracket N.</t>
            </list></t>

          <t>In the first case, no change is needed.</t>

          <t>In the second case, N MUST attempt to Attach to the new peers and
          if it is successful it MUST adjust its neighbor set accordingly.
          Note that it can maintain the now inferior peers as neighbors, but
          it MUST remember the closer ones.</t>

          <t>The third case implies that a neighbor has disappeared, most
          likely because it has simply been disconnected but perhaps because
          of overlay instability. N MUST Probe the questionable peers to
          discover if they are indeed missing and if so, remove them from its
          neighbor table.</t>

          <t>After any Probes and Attaches are done, if the neighbor table
          changes, the peer sends an Update request to each of its neighbors
          that was in either the old table or the new table. These Update
          requests are what ends up filling in the predecessor/successor
          tables of peers that this peer is a neighbor to. A peer MUST NOT
          enter itself in its successor or predecessor table and instead
          should leave the entries empty.</t>

          <t>If peer N which is responsible for a Resource-ID R discovers that
          the replica set for R (the next two nodes in its successor set) has
          changed, it MUST send a Store for any data associated with R to any
          new node in the replica set. It SHOULD NOT delete data from peers
          which have left the replica set.</t>

          <t>When a peer N detects that it is no longer in the replica set for
          a resource R (i.e., there are three predecessors between N and R),
          it SHOULD delete all data associated with R from its local
          store.</t>
        </section>

        <section title="Stabilization">
          <t>There are four components to stabilization: <list style="numbers">
              <t>exchange Updates with all peers in its routing table to
              exchange state</t>

              <t>search for better peers to place in its finger table</t>

              <t>search to determine if the current finger table size is
              sufficiently large</t>

              <t>search to determine if the overlay has partitioned and needs
              to recover</t>
            </list></t>

          <t>A peer MUST periodically send an Update request to every peer in
          its routing table. The purpose of this is to keep the predecessor
          and successor lists up to date and to detect connection failures.
          The default time is about every ten minutes, but the enrollment
          server SHOULD set this in the configuration document using the
          "chord-128-2-16+-update-frequency" element (denominated in seconds.)
          A peer SHOULD randomly offset these Update requests so they do not
          occur all at once. If an Update request fails or times out, the peer
          MUST mark that entry in the neighbor table invalid and attempt to
          reestablish a connection. If no connection can be established, the
          peer MUST attempt to establish a new peer as its neighbor and do
          whatever replica set adjustments are required. If a finger table
          entry is found to have failed, the peer MUST search for a
          replacement as directed below.</t>

          <t>A peer MUST periodically select a random entry i from the finger
          table and evaluate whether that entry should be replaced. The
          default time interval is about every hour, but the enrollment server
          SHOULD set this in the configuration document using the
          "chord-128-2-16+-probe-frequency" element (denominated in
          seconds).</t>

          <t>To evaluate whether the i'th finger table entry needs to be
          replaced, if the Node-ID of the entry is not valid for that finger
          table entry, the peer SHOULD search for a better entry. A peer
          searches for a better entry using a Probe request. If the Probe
          returns a different peer than the one currently in this entry of the
          finger table, then a new connection should be formed to replace the
          old entry in the finger table.</t>

          <t>A peer SHOULD consider the finger table entry valid if it is in
          the range [n+2^(numBitsInNodeId-i),
          n+2^(numBitsInNodeId-(i-1))-2^(numBitsInNodeId-(i+1))]. When
          searching for a better entry, the peer SHOULD send the Probe to a
          Node-ID selected randomly from that range. Random selection is
          preferred over a search for strictly spaced entries to minimize the
          effect of churn on overlay routing <xref
          target="minimizing-churn-sigcomm06"></xref>. An implementation or
          subsequent specification MAY choose a method for selecting finger
          table entries other than choosing randomly within the range. It is
          RECOMMENDED that any such alternate methods be employed only on
          finger table stabilization and not for the selection of initial
          finger table entries unless the alternative method is faster and
          imposes less overhead on the overlay.</t>

          <t>As an overlay grows, more than 16 entries may be required in the
          finger table for efficient routing. To determine if its finger table
          is sufficiently large, once an hour the peer should perform a Probe
          to determine whether growing its finger table by four entries would
          result in it learning at least two peers that it does not already
          have in its neighbor table. If so, then the finger table SHOULD be
          grown by four entries. Similarly, if the peer observes that its
          closest finger table entries are also in its neighbor table, it MAY
          shrink its finger table to the minimum size of 16 entries. [[OPEN
          ISSUE: there are a variety of algorithms to gauge the population of
          the overlay and select an appropriate finger table size. Need to
          consider which is the best combination of effectiveness and
          simplicity. Also, an example would help here.]]</t>

          <t>To detect that a partitioning has occurred and to heal the
          overlay, a peer P MUST periodically repeat the discovery process
          used in the initial join for the overlay to locate an appropriate
          bootstrap peer, B. If an overlay has multiple mechanisms for
          discovery it should randomly select a method to locate a bootstrap
          peer. P should then send a Probe for its own Node-ID routed through
          B. If a response is received from a peer S', which is not P's
          successor, then the overlay is partitioned and P should send a
          Attach to S' routed through B, followed by an Update sent to S'.
          (Note that S' may not be in P's neighbor table once the overlay is
          healed, but the connection will allow S' to discover appropriate
          neighbor entries for itself via its own stabilization.)</t>
        </section>
      </section>

      <section title="Route Query">
        <t>For this topology plugin, the RouteQueryReq contains no additional
        information. The RouteQueryAns contains the single node ID of the next
        peer to which the responding peer would have routed the request
        message in recursive routing:</t>

        <figure>
          <!--begin-pdu-->

          <artwork><![CDATA[

    struct {
       NodeId                  next_id;
    } ChordRouteQueryAns;
]]></artwork>
        </figure>

        <t>The contents of this structure are as follows: <list
            style="hanging">
            <t></t>

            <t hangText="next_peer "></t>

            <t>The peer to which the responding peer would route the message
            to in order to deliver it to the destination listed in the
            request.</t>
          </list></t>

        <t>If the requester set the send_update flag, the responder SHOULD
        initiate an Update immediately after sending the RouteQueryAns.</t>
      </section>

      <section title="Leaving">
        <t>Peers SHOULD send a Leave request prior to exiting the Overlay
        Instance. Any peer which receives a Leave for a peer n in its neighbor
        set must remove it from the neighbor set, update its replica sets as
        appropriate (including Stores of data to new members of the replica
        set) and send Updates containing its new predecessor and successor
        tables.</t>
      </section>
    </section>

    <section anchor="sec-enrollment" title="Enrollment and Bootstrap">
      <section anchor="sec-configuration" title="Overlay Configuration">
        <t>This specification defines a new content type
        "application/p2p-overlay+xml" for an MIME entity that contains overlay
        information. An example document is shown below.</t>

        <figure>
          <artwork><![CDATA[
<?xml version="1.0" encoding="UTF-8"?>
<?oxygen RNGSchema="config-schema.rnc" type="compact"?>

<overlay xmlns="urn:ietf:params:xml:ns:p2p:config-base"
    xmlns:ext="urn:ietf:params:xml:ns:p2p:config-ext1"
    xmlns:chord="urn:ietf:params:xml:ns:p2p:config-chord-128-2">
    <configuration instance-name="overlay.example.org" sequence="22"
        expiration="2002-10-10T07:00:00Z">
        <attach-lite-permitted>false</attach-lite-permitted>
        <bootstrap-peer>192.0.0.1:5678</bootstrap-peer>
        <bootstrap-peer>192.0.2.2:6789</bootstrap-peer>
        <initial-ttl> 30 </initial-ttl>
        <clients-permitted>false</clients-permitted>
        <max-message-size>4000</max-message-size>
        <credential-server>https://example.org</credential-server>
        <ext:example-extention> foo </ext:example-extention>
        <multicast-bootstrap>192.0.0.3:5678</multicast-bootstrap>
        <chord:probe-frequency>300</chord:probe-frequency>
        <chord:update-frequency>400</chord:update-frequency>
        <self-signed-permitted digest="sha1">false</self-signed-permitted>
        <shared-secret>asecret</shared-secret>
        <topology-plugin>Chord-128-2-16</topology-plugin>
        <root-cert>TODO</root-cert>
        <required-kinds>
            <kind name="sip-registration">
                <data-model>single</data-model>
                <access-control>user-match</access-control>
                <max-count>1</max-count>
                <max-size>100</max-size>
            </kind>
            <kind id="2000">
                <data-model>array</data-model>
                <access-control>user-match</access-control>
                <max-count>22</max-count>
                <max-size>4</max-size>
                <ext:example-kind-extention>1</ext:example-kind-extention>
            </kind>
        </required-kinds>
    </configuration>
    <signature>TODO BASE 64 encoded security block</signature>
</overlay>
              ]]></artwork>
        </figure>

        <t>The file MUST be a well formed XML document and it SHOULD contain
        an encoding declaration in the XML declaration. If the charset
        parameter of the MIME content type declaration is present and it is
        different from the encoding declaration, the charset parameter takes
        precedence. Every application conforming to this specification MUST
        accept the UTF-8 character encoding to ensure minimal
        interoperability. The namespace for the elements defined in this
        specification is urn:ietf:params:xml:ns:p2p:config-base and
        urn:ietf:params:xml:ns:p2p:config-chord-128-2".</t>

        <t>The file can contain multiple "configuration" elements where each
        one contains the configuration information for a different overlay.
        Each "configuration" has the following attributes:</t>

        <t><list style="hanging">
            <t hangText="instance-name:">name of the overlay</t>

            <t hangText="expiration:">time in future at which this overlay
            configuration is not longer valid and need to be retrieved
            again</t>

            <t hangText="sequence:">a monotonically increasing sequence number
            between 1 and 65534</t>
          </list></t>

        <t>Inside each overlay element, the following elements can occur:</t>

        <t><list style="hanging">
            <t hangText="topology-plugin">This element has an attribute called
            algorithm-name that describes the overlay-algorithm being
            used.</t>

            <t hangText="root-cert ">This element contains a PEM encoded
            X.509v3 certificate that is the root trust store used to sign all
            certificates in this overlay. There can be more than one of
            these.</t>

            <t hangText="required-kinds ">This element indicates the kinds
            that members must support. It has three attributes: <list
                style="symbols">
                <t>kind: either a string representing the kind (the name
                registered to IANA) or an integer kind-id allocated out of
                private space</t>

                <t>max-count: the maximum number of values which members of
                the overlay must support.</t>

                <t>data-model: the data model to be used.</t>

                <t>max-size: the maximum size of individual values.</t>

                <t>access-control: the access control model to be used.</t>
              </list> All of these values MUST be provided. If the kind is
            registered with IANA, the data-model and access-control attributes
            MUST match those in the kind registration. For instance, the
            example above indicates that members must support SIP-REGISTRATION
            with a maximum of 10 values of up to 1000 bytes each. Multiple
            required-kinds elements MAY be present. [TODO: we need some way to
            indicate iteration counters for NODE-MULTIPLE. Can some XML wizard
            help?]</t>

            <t hangText="credential-server ">This element contains the URL at
            which the credential server can be reached in a "url" element.
            This URL MUST be of type "https:". More than one credential-server
            element may be present.</t>

            <t hangText="self-signed-permitted ">This element indicates
            whether self-signed certificates are permitted. If it is set to
            "true", then self-signed certificates are allowed, in which case
            the credential-server and root-cert elements may be absent.
            Otherwise, it SHOULD be absent, but MAY be set "false". This
            element also contains an attribute "digest" which indicates the
            digest to be used to compute the Node-ID. Valid values for this
            parameter are "SHA-1" and "SHA-256".</t>

            <t hangText="bootstrap-peer ">This elements represents the address
            of one of the bootstrap peers. It has an attribute called
            "address" that represents the IP address (either IPv4 or IPv6,
            since they can be distinguished) and an attribute called "port"
            that represents the port. More than one bootstrap-peer element may
            be present.</t>

            <t hangText="multicast-bootstrap ">This element represents the
            address of a multicast address and port that may be used for
            bootstrap and that peers SHOULD listen on to enable bootstrap. It
            has an attributed called "address" that represents the IP address
            and an attribute called "port" that represents the port. More than
            one "multicast-bootstrap" element may be present.</t>

            <t hangText="clients-permitted ">This element represents whether
            clients are permitted or whether all nodes must be peers. If it is
            set to "TRUE" or absent, this indicates that clients are
            permitted. If it is set to "FALSE" then nodes MUST join as
            peers.</t>

            <t hangText="attach-lite-permitted ">This element represents
            whether nodes are allowed to use the AttachLite request in this
            overlay. If it is absent, it is treated as if it was set to
            "FALSE".</t>

            <t hangText="chord-128-2-16+-update-frequency ">The update
            frequency for the Chord-128-2-16+ topology plugin (see <xref
            target="sec-chord-algorithm"></xref>).</t>

            <t hangText="chord-128-2-16+-probe-frequency ">The probe frequency
            for the Chord-128-2-16+ topology plugin (see <xref
            target="sec-chord-algorithm"></xref>).</t>

            <t hangText="credential-server">Base URL for credential
            server.</t>

            <t hangText="shared-secret">If shared secret mode is used, this
            contains the shared secret.</t>

            <t hangText="max-message-size">Maximum size in bytes of any
            message in the overlay. If this value is not present, the default
            is 5000.</t>

            <t hangText="initial-ttl">Initial default TTL (time to live, see
            section XXX) for messages. If this value is not present, the
            default is 100.</t>
          </list></t>

        <t>The configuration file is a binary file and can not be changed,
<<<<<<< .mine
        including whitepsace changes or the signature will break. The signature
        is computed by taking each configuration element and starting from, and
        including, the first &lt; at the start of &lt;configuration&gt; up to
        and including the &gt; in &lt;/configuration&gt; and treating this as a
        binary blob thats sigend using the standard SecurityBlock defined in
        <xref target="sec-signature">TODO REF SECTION</xref>. The SecurityBlock
        is base-64 encoded using the base-64 alphabet from <xref
        target="RFC4648"></xref> and put in the signature element following the
        configuration object in the config file.</t>
=======
        including whitepsace changes or the signature will break. The
        signature is computed by taking each configuration element and
        starting form, and including, the first &lt; at the start of
        &lt;configuration&gt; up to and including the &gt; in
        &lt;/configuration&gt; and treating this as a binary blob thats sigend
        using the standard SecurityBlock defined in <xref
        target="sec-signature"></xref>. The SecurityBlock is
        base 64 encoded using base64 alphabet from RFC<xref
        target="RFC4648"></xref> and put in the signature element following
        the configuration object in the config file.</t>
>>>>>>> .r3427

        <section title="Relax NG Grammars">
          <t>The grammar for the configuration data is:</t>

          <figure>
            <artwork><![CDATA[
namespace chord = "urn:ietf:params:xml:ns:p2p:config-chord-128-2"
namespace local = ""
default namespace p2pcf = "urn:ietf:params:xml:ns:p2p:config-base"
namespace rng = "http://relaxng.org/ns/structure/1.0"

anything =
    (element * { anything }
     | attribute * { text }
     | text)*
foreign-elements = element * - (p2pcf:* | local:* | chord:*) { anything }*
hostPort = text
start =
    element p2pcf:overlay {
        element configuration {
            attribute instance-name { text },
            attribute expiration { xsd:dateTime },
            attribute sequence { xsd:long },
            parameter
        },
        element signature {
            xsd:base64Binary
        }?
    }
parameter &= element topology-plugin { topology-plugin-type }
parameter &= element max-message-size { xsd:int }?
parameter &= element initial-ttl { xsd:int }?
parameter &= element root-cert { text }?
parameter &= element required-kinds { kinds* }
parameter &= element credential-server { xsd:anyURI }?
parameter &=
    element self-signed-permitted {
        attribute digest { self-signed-digest-type },
        xsd:boolean
    }?
self-signed-digest-type |= "sha1"
parameter &=
    element bootstrap-peer { hostPort
    }+
parameter &=
    element multicast-bootstrap { hostPort
    }*
parameter &= element clients-permitted { xsd:boolean }?
parameter &= element attach-lite-permitted { xsd:boolean }?
parameter &= element shared-secret { xsd:string }?
parameter &= foreign-elements*
kinds =
    element kind {
        (attribute name { kind-names }
         | attribute id { xsd:int }),
        kind-parameter
    }
kind-parameter &= element max-count { xsd:int }
kind-parameter &= element max-size { xsd:int }
kind-parameter &= element data-model { data-model-type }
data-model-type |= "single"
data-model-type |= "array"
data-model-type |= "dictionary"
kind-parameter &= element access-control { access-control-type }
kind-parameter &= element max-node-muliple { xsd:int }
access-control-type |= "user-match"
access-control-type |= "node-match"
access-control-type |= "user-node-match"
access-control-type |= "node-multiple"
access-control-type |= "user-match-with-anon-create"
kind-parameter &= foreign-elements*
# Chord specific parameters 
topology-plugin-type |= "Chord-128-2-16"
kind-names |= "sip-registration"
kind-names |= "turn-service"
parameter &= element chord:update-frequency { xsd:int }?
parameter &= element chord:probe-frequency { xsd:int }?
              ]]></artwork>
          </figure>
        </section>
      </section>

      <section anchor="sec-discovery"
               title="Discovery Through Enrollment Server">
        <t>When a peer first joins a new overlay, it starts with a discovery
        process to find an enrollment server. Related work to the approach
        used here is described in <xref
        target="I-D.garcia-p2psip-dns-sd-bootstrapping"></xref> and <xref
        target="I-D.matthews-p2psip-bootstrap-mechanisms"></xref>. Another
        scheme for referencing overlays is described in <xref
        target="I-D.hardie-p2poverlay-pointers"></xref>. The peer first
        determines the overlay name. This value is provided by the user or
        some other out of band provisioning mechanism. If the name is an IP
        address, that is directly used otherwise the peer MUST do a DNS SRV
        query using a Service name of "p2p_enroll" and a protocol of tcp to
        find an enrollment server.</t>

        <!--
        <t>If the overlay name ends in .local, then a DNS SRV lookup using
        implement <xref target="I-D.cheshire-dnsext-dns-sd"></xref> with a
        Service name of "p2p_menroll" can also be tried to find an enrollment
        server. If they implement this, the user name MAY be used as the
        Instance Identifier label.</t>
-->

        <t>Once an address for the enrollment servers is determined, the peer
        forms an HTTPS connection to that IP address. The certificate MUST
        match the overlay name as described in <xref
        target="RFC2818"></xref>.</t>

        <t>Whenever a peer contacts the enrollment server, it MUST fetch a new
        copy of the configuration file. To do this, the peer performs a GET to
        the URL formed by appending a path of "/p2psip/enroll" to the overlay
        name. For example, if the overlay name was example.com, the URL would
        be "https://example.com/p2psip/enroll". The result is an XML
        configuration file described above, which replaces any previously
        learned configuration file for this overlay.</t>

        <t>[[OPEN ISSUE: for unsecured overlays or overlays not specified by
        domain name, need to specify another way to obtain/validate certs and
        to update configuration info]]</t>
      </section>

      <section anchor="sec-credentials" title="Credentials">
        <t>If the configuration document contains a credential-server element,
        credentials are required to join the Overlay Instance. A peer which
        does not yet have credentials MUST contact the credential server to
        acquire them.</t>

        <t>RELOAD defines its own trivial certificate request protocol. We
        would have liked to use an existing protocol, but were concerned about
        the implementation burden of even the simplest of those protocols,
        such as <xref target="RFC5272"></xref>) and <xref
        target="RFC5273"></xref>. Our objective was to have a protocol which
        could be easily implemented in a Web server which the operator did not
        control (e.g., in a hosted service) and was compatible with the
        existing certificate handling tooling as used with the Web certificate
        infrastructure. This means accepting bare PKCS#10 requests and
        returning a single bare X.509 certificate. Although the MIME types for
        these objects are defined, none of the existing protocols support
        exactly this model.</t>

        <t>The certificate request protocol is performed over HTTPS. The
        request is an HTTP POST with the following properties:</t>

        <t><list style="symbols">
            <t>If authentication is required, there is a URL parameter of
            "password" containing the user's password in the clear (hence the
            need for HTTPS)</t>

            <t>The body is of content type "application/pkcs10", as defined in
            <xref target="RFC2311"></xref>.</t>

            <t>The Accept header contains the type "application/pkix-cert",
            indicating the type that is expected in the response.</t>
          </list></t>

        <t>The credential server MUST authenticate the request using the
        provided user name and password. If the authentication succeeds and
        the requested user name is acceptable, the server and returns a
        certificate. The SubjectAltName field in the certificate contains the
        following values:</t>

        <t><list style="symbols">
            <t>One or more Node-IDs which MUST be cryptographically random
            <xref target="RFC4086"></xref>. These MUST be chosen by the
            credential server in such a way that they are unpredictable to the
            requesting user. These are of type URI and MUST contain RELOAD
            URIs as described in <xref target="sec-reload-uri"></xref> and
            MUST contain a Destination list with a single entry of type
            "node_id".</t>

            <t>The names this user is allowed to use in the overlay, using
            type rfc822Name.</t>
          </list></t>

        <t>The certificate is returned as type "application/pkix-cert", with
        an HTTP status code of 200 OK. Certificate processing errors should be
        treated as HTTP errors and have appropriate HTTP stats codes. [TODO:
        There needs to be some text here about how the interaction with other
        HTTP features works. This awaits the example from the apps ADs with
        HELD.]</t>

        <t>The client MUST check that the certificate returned was signed by
        one of the certificates received in the "root-cert" list of the
        overlay configuration data. The peer then reads the certificate to
        find the Node-IDs it can use.</t>

        <!--        <section title="Credentials for HIP">
          <t>When RELOAD is used with HIP, the certificates MUST be generated
          so that: <list style="symbols">
              <t>Each node is assigned a unique ORCHID.</t>

              <t>The Node-ID can be uniquely determined from the ORCHID.</t>
            </list> Because in general, ORCHIDs are shorter than Node-IDs,
          this means that the ORCHIDS MUST be generated first and MUST be
          cryptographically random in order to make the Node-IDs
          cryptographically random. The mapping function used to produce the
          Node-ID from the ORCHID MUST be the same as that used by the Overlay Instance to
          produce Resource-IDs from Resource Names.</t>

          <t>In addition to the usual attributes, when HIP is in use
          certificates MUST contain a subjectAltName with an iPAddress value
          containing the HIP ORCHID. This allows these certificates to be used
          by the HIP peers during the HIP base exchange.</t>
        </section>-->

        <section title="Self-Generated Credentials">
          <t>If the "self-signed-permitted" element is present and set to
          "TRUE", then a node MUST generate its own self-signed certificate to
          join the overlay. The self-signed certificate MAY contain any user
          name of the users choice. Users SHOULD make some attempt to make it
          unique but this document does not specify any mechanisms for
          that.</t>

          <t>The Node-ID MUST be computed by applying the digest specified in
          the self-signed-permitted element to the DER representation of the
          user's public key. When accepting a self-signed certificate, nodes
          MUST check that the Node-ID and public keys match. This prevents
          Node-ID theft.</t>

          <t>Once the node has constructed a self-signed certificate, it MAY
          join the overlay. Before storing its certificate in the overlay
          (<xref target="sec-store-usage"></xref>) it SHOULD look to see if
          the user name is already taken and if so choose another user name.
          Note that this only provides protection against accidental name
          collisions. Name theft is still possible. If protection against name
          theft is desired, then the enrollment service must be used.</t>
        </section>
      </section>

      <section title="Joining the Overlay Peer">
        <t>In order to join the overlay, the peer MUST contact a peer.
        Typically this means contacting the bootstrap peers, since they are
        guaranteed to have public IP addresses (the system should not
        advertise them as bootstrap peers otherwise). If the peer has cached
        peers it SHOULD contact them first by sending a Probe request to the
        known peer address with the destination Node-ID set to that peer's
        Node-ID.</t>

        <t>If no cached peers are available, then the peer SHOULD send a Probe
        request to the address and port found in the broadcast-peers element
        in the configuration document. This MAY be a multicast or anycast
        address. The Probe should use the wildcard Node-ID as the destination
        Node-ID.</t>

        <t>The responder peer that receives the Probe request SHOULD check
        that the overlay name is correct and that the requester peer sending
        the request has appropriate credentials for the overlay before
        responding to the Probe request even if the response is only an
        error.</t>

        <t>When the requester peer finally does receive a response from some
        responding peer, it can note the Node-ID in the response and use this
        Node-ID to start sending requests to join the Overlay Instance as
        described in <xref target="sec-overlay-topology"></xref>.</t>

        <t>After a peer has successfully joined the overlay network, it SHOULD
        periodically look at any peers to which it has managed to form direct
        connections. Some of these peers MAY be added to the cached-peers list
        and used in future boots. Peers that are not directly connected MUST
        NOT be cached. The RECOMMENDED number of peers to cache is 10.</t>
      </section>
    </section>

    <section anchor="sec-msgflow" title="Message Flow Example">
      <t>In the following example, we assume that JP has formed a connection
      to one of the bootstrap peers. JP then sends an Attach through that peer
      to the admitting peer (AP) to initiate a connection. When AP responds,
      JP and AP use ICE to set up a connection and then set up TLS.</t>

      <figure>
        <artwork><![CDATA[
     JP        PPP       PP        AP        NP        NNP       BP
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |Attach Dest=JP     |         |         |         |         |
      |---------------------------------------------------------->|
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |Attach Dest=JP     |         |         |
      |         |         |<--------------------------------------|
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |Attach Dest=JP     |         |         |
      |         |         |-------->|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |AttachAns          |         |         |
      |         |         |<--------|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |AttachAns          |         |         |
      |         |         |-------------------------------------->|
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |AttachAns          |         |         |         |         |
      |<----------------------------------------------------------|
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |TLS      |         |         |         |         |         |
      |.............................|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
    ]]></artwork>
      </figure>

      <t>Once JP has connected to AP, it needs to populate its Routing Table.
      In Chord, this means that it needs to populate its neighbor table and
      its finger table. To populate its neighbor table, it needs the successor
      of AP, NP. It sends an Attach to the Resource-IP AP+1, which gets routed
      to NP. When NP responds, JP and NP use ICE and TLS to set up a
      connection.</t>

      <t>[[TODO: there should be a Probe here before populating]]</t>

      <figure>
        <artwork><![CDATA[
     JP        PPP       PP        AP        NP        NNP       BP
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |Attach AP+1        |         |         |         |         |
      |---------------------------->|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |Attach AP+1        |         |
      |         |         |         |-------->|         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |AttachAns          |         |
      |         |         |         |<--------|         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |AttachAns          |         |         |         |         |
      |<----------------------------|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |Attach   |         |         |         |         |         |
      |-------------------------------------->|         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |TLS      |         |         |         |         |         |
      |.......................................|         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
]]></artwork>
      </figure>

      <t>JP also needs to populate its finger table (for Chord). It issues a
      Attach to a variety of locations around the overlay. The diagram below
      shows it sending an Attach halfway around the Chord ring the JP +
      2^127.</t>

      <figure>
        <artwork><![CDATA[
     JP        NP        XX        TP
      |         |         |         |
      |         |         |         |
      |         |         |         |
      |Attach JP+2<<126   |         |
      |-------->|         |         |
      |         |         |         |
      |         |         |         |
      |         |Attach JP+2<<126   |
      |         |-------->|         |
      |         |         |         |
      |         |         |         |
      |         |         |Attach JP+2<<126
      |         |         |-------->|
      |         |         |         |
      |         |         |         |
      |         |         |AttachAns|
      |         |         |<--------|
      |         |         |         |
      |         |         |         |
      |         |AttachAns|         |
      |         |<--------|         |
      |         |         |         |
      |         |         |         |
      |AttachAns|         |         |
      |<--------|         |         |
      |         |         |         |
      |         |         |         |
      |TLS      |         |         |
      |.............................|
      |         |         |         |
      |         |         |         |
      |         |         |         |
      |         |         |         |
]]></artwork>
      </figure>

      <t>Once JP has a reasonable set of connections he is ready to take his
      place in the DHT. He does this by sending a Join to AP. AP does a series
      of Store requests to JP to store the data that JP will be responsible
      for. AP then sends JP an Update explicitly labeling JP as its
      predecessor. At this point, JP is part of the ring and responsible for a
      section of the overlay. AP can now forget any data which is assigned to
      JP and not AP.</t>

      <figure>
        <artwork><![CDATA[
     JP        PPP       PP        AP        NP        NNP       BP
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |JoinReq  |         |         |         |         |         |
      |---------------------------->|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |JoinAns  |         |         |         |         |         |
      |<----------------------------|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |StoreReq Data A    |         |         |         |         |
      |<----------------------------|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |StoreAns |         |         |         |         |         |
      |---------------------------->|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |StoreReq Data B    |         |         |         |         |
      |<----------------------------|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |StoreAns |         |         |         |         |         |
      |---------------------------->|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |UpdateReq|         |         |         |         |         |
      |<----------------------------|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |UpdateAns|         |         |         |         |         |
      |---------------------------->|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
]]></artwork>
      </figure>

      <t>In Chord, JP's neighbor table needs to contain its own predecessors.
      It couldn't connect to them previously because Chord has no way to route
      immediately to your predecessors. However, now that it has received an
      Update from AP, it has APs predecessors, which are also its own, so it
      sends Attaches to them. Below it is shown connecting to its closest
      predecessor, PP.</t>

      <figure>
        <artwork><![CDATA[
     JP        PPP       PP        AP        NP        NNP       BP
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |Attach Dest=PP     |         |         |         |         |
      |---------------------------->|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |Attach Dest=PP     |         |         |
      |         |         |<--------|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |AttachAns|         |         |         |
      |         |         |-------->|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |AttachAns|         |         |         |         |         |
      |<----------------------------|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |TLS      |         |         |         |         |         |
      |...................|         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |UpdateReq|         |         |         |         |         |
      |------------------>|         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |UpdateAns|         |         |         |         |         |
      |<------------------|         |         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |UpdateReq|         |         |         |         |         |
      |---------------------------->|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |UpdateAns|         |         |         |         |         |
      |<----------------------------|         |         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |UpdateReq|         |         |         |         |         |
      |-------------------------------------->|         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
      |UpdateAns|         |         |         |         |         |
      |<--------------------------------------|         |         |
      |         |         |         |         |         |         |
      |         |         |         |         |         |         |
]]></artwork>
      </figure>

      <t>Finally, now that JP has a copy of all the data and is ready to route
      messages and receive requests, it sends Updates to everyone in its
      Routing Table to tell them it is ready to go. Below, it is shown sending
      such an update to TP.</t>

      <figure>
        <artwork><![CDATA[

         JP        NP        XX        TP
          |         |         |         |
          |         |         |         |
          |         |         |         |
          |Update   |         |         |
          |---------------------------->|
          |         |         |         |
          |         |         |         |
          |UpdateAns|         |         |
          |<----------------------------|
          |         |         |         |
          |         |         |         |
          |         |         |         |
          |         |         |         |
    ]]></artwork>
      </figure>
    </section>

    <section title="Security Considerations">
      <section title="Overview">
        <t>RELOAD provides a generic storage service, albeit one designed to
        be useful for P2PSIP. In this section we discuss security issues that
        are likely to be relevant to any usage of RELOAD.</t>

        <t>In any Overlay Instance, any given user depends on a number of
        peers with which they have no well-defined relationship except that
        they are fellow members of the Overlay Instance. In practice, these
        other nodes may be friendly, lazy, curious, or outright malicious. No
        security system can provide complete protection in an environment
        where most nodes are malicious. The goal of security in RELOAD is to
        provide strong security guarantees of some properties even in the face
        of a large number of malicious nodes and to allow the overlay to
        function correctly in the face of a modest number of malicious
        nodes.</t>

        <t>P2PSIP deployments require the ability to authenticate both peers
        and resources (users) without the active presence of a trusted entity
        in the system. We describe two mechanisms. The first mechanism is
        based on public key certificates and is suitable for general
        deployments. The second is an admission control mechanism based on an
        overlay-wide shared symmetric key.</t>
      </section>

      <section title="Attacks on P2P Overlays">
        <t>The two basic functions provided by overlay nodes are storage and
        routing: some node is responsible for storing a peer's data and for
        allowing a peer to fetch other peer's data. Some other set of nodes
        are responsible for routing messages to and from the storing nodes.
        Each of these issues is covered in the following sections.</t>

        <t>P2P overlays are subject to attacks by subversive nodes that may
        attempt to disrupt routing, corrupt or remove user registrations, or
        eavesdrop on signaling. The certificate-based security algorithms we
        describe in this draft are intended to protect overlay routing and
        user registration information in RELOAD messages.</t>

        <t>To protect the signaling from attackers pretending to be valid
        peers (or peers other than themselves), the first requirement is to
        ensure that all messages are received from authorized members of the
        overlay. For this reason, RELOAD transports all messages over a secure
        channel (TLS and DTLS are defined in this document) which provides
        message integrity and authentication of the directly communicating
        peer. In addition, messages and data are digitally signed with the
        sender's private key, providing end-to-end security for
        communications.</t>
      </section>

      <section title="Certificate-based Security">
        <t>This specification stores users' registrations and possibly other
        data in an overlay network. This requires a solution to securing this
        data as well as securing, as well as possible, the routing in the
        overlay. Both types of security are based on requiring that every
        entity in the system (whether user or peer) authenticate
        cryptographically using an asymmetric key pair tied to a
        certificate.</t>

        <t>When a user enrolls in the Overlay Instance, they request or are
        assigned a unique name, such as "alice@dht.example.net". These names
        are unique and are meant to be chosen and used by humans much like a
        SIP Address of Record (AOR) or an email address. The user is also
        assigned one or more Node-IDs by the central enrollment authority.
        Both the name and the peer ID are placed in the certificate, along
        with the user's public key.</t>

        <t>Each certificate enables an entity to act in two sorts of
        roles:</t>

        <t><list style="symbols">
            <t>As a user, storing data at specific Resource-IDs in the Overlay
            Instance corresponding to the user name.</t>

            <t>As a overlay peer with the peer ID(s) listed in the
            certificate.</t>
          </list></t>

        <t>Note that since only users of this Overlay Instance need to
        validate a certificate, this usage does not require a global PKI.
        Instead, certificates are signed by require a central enrollment
        authority which acts as the certificate authority for the Overlay
        Instance. This authority signs each peer's certificate. Because each
        peer possesses the CA's certificate (which they receive on enrollment)
        they can verify the certificates of the other entities in the overlay
        without further communication. Because the certificates contain the
        user/peer's public key, communications from the user/peer can be
        verified in turn.</t>

        <t>If self-signed certificates are used, then the security provided is
        significantly decreased, since attackers can mount Sybil attacks. In
        addition, attackers cannot trust the user names in certificates
        (though they can trust the Node-IDs because they are cryptographically
        verifiable). This scheme is only appropriate for small deployments,
        such as a small office or ad hoc overlay set up among participants in
        a meeting. Some additional security can be provided by using the
        shared secret admission control scheme as well.</t>

        <t>Because all stored data is signed by the owner of the data the
        storing peer can verify that the storer is authorized to perform a
        store at that Resource-ID and also allows any consumer of the data to
        verify the provenance and integrity of the data when it retrieves
        it.</t>

        <t>All implementations MUST implement certificate-based security.</t>
      </section>

      <section title="Shared-Secret Security">
        <t>RELOAD also supports a shared secret admission control scheme that
        relies on a single key that is shared among all members of the
        overlay. It is appropriate for small groups that wish to form a
        private network without complexity. In shared secret mode, all the
        peers share a single symmetric key which is used to key TLS-PSK <xref
        target="RFC4279"></xref> or TLS-SRP <xref target="RFC5054"></xref>
        mode. A peer which does not know the key cannot form TLS connections
        with any other peer and therefore cannot join the overlay.</t>

        <t>One natural approach to a shared-secret scheme is to use a
        user-entered password as the key. The difficulty with this is that in
        TLS-PSK mode, such keys are very susceptible to dictionary attacks. If
        passwords are used as the source of shared-keys, then TLS-SRP is a
        superior choice because it is not subject to dictionary attacks.</t>
      </section>

      <section title="Storage Security">
        <t>When certificate-based security is used in RELOAD, any given
        Resource-ID/Kind-ID pair (a slot) is bound to some small set of
        certificates. In order to write data in a slot, the writer must prove
        possession of the private key for one of those certificates. Moreover,
        all data is stored signed by the certificate which authorized its
        storage. This set of rules makes questions of authorization and data
        integrity - which have historically been thorny for overlays -
        relatively simple.</t>

        <section title="Authorization">
          <t>When a client wants to store some value in a slot, it first
          digitally signs the value with its own private key. It then sends a
          Store request that contains both the value and the signature towards
          the storing peer (which is defined by the Resource Name construction
          algorithm for that particular kind of value).</t>

          <t>When the storing peer receives the request, it must determine
          whether the storing client is authorized to store in this slot. In
          order to do so, it executes the Resource Name construction algorithm
          for the specified kind based on the user's certificate information.
          It then computes the Resource-ID from the Resource Name and verifies
          that it matches the slot which the user is requesting to write to.
          If it does, the user is authorized to write to this slot, pending
          quota checks as described in the next section.</t>

          <t>For example, consider the certificate with the following
          properties:</t>

          <figure>
            <artwork><![CDATA[
        User name: alice@dht.example.com
        Node-ID:   013456789abcdef
        Serial:    1234
        ]]></artwork>
          </figure>

          <t>If Alice wishes to Store a value of the "SIP Location" kind, the
          Resource Name will be the SIP AOR "sip:alice@dht.example.com". The
          Resource-ID will be determined by hashing the Resource Name. When a
          peer receives a request to store a record at Resource-ID X, it takes
          the signing certificate and recomputes the Resource Name, in this
          case "alice@dht.example.com". If H("alice@dht.example.com")=X then
          the Store is authorized. Otherwise it is not. Note that the Resource
          Name construction algorithm may be different for other kinds.</t>
        </section>

        <section title="Distributed Quota">
          <t>Being a peer in a Overlay Instance carries with it the
          responsibility to store data for a given region of the Overlay
          Instance. However, if clients were allowed to store unlimited
          amounts of data, this would create unacceptable burdens on peers, as
          well as enabling trivial denial of service attacks. RELOAD addresses
          this issue by requiring configurations to define maximum sizes for
          each kind of stored data. Attempts to store values exceeding this
          size MUST be rejected (if peers are inconsistent about this, then
          strange artifacts will happen when the zone of responsibility shifts
          and a different peer becomes responsible for overlarge data).
          Because each slot is bound to a small set of certificates, these
          size restrictions also create a distributed quota mechanism, with
          the quotas administered by the central enrollment server.</t>

          <t>Allowing different kinds of data to have different size
          restrictions allows new usages the flexibility to define limits that
          fit their needs without requiring all usages to have expansive
          limits.</t>
        </section>

        <section title="Correctness">
          <t>Because each stored value is signed, it is trivial for any
          retrieving peer to verify the integrity of the stored value. Some
          more care needs to be taken to prevent version rollback attacks.
          Rollback attacks on storage are prevented by the use of store times
          and lifetime values in each store. A lifetime represents the latest
          time at which the data is valid and thus limits (though does not
          completely prevent) the ability of the storing node to perform a
          rollback attack on retrievers. In order to prevent a rollback attack
          at the time of the Store request, we require that storage times be
          monotonically increasing. Storing peers MUST reject Store requests
          with storage times smaller than or equal to those they are currently
          storing. In addition, a fetching node which receives a data value
          with a storage time older than the result of the previous fetch
          knows a rollback has occurred.</t>
        </section>

        <section title="Residual Attacks">
          <t>The mechanisms described here provide a high degree of security,
          but some attacks remain possible. Most simply, it is possible for
          storing nodes to refuse to store a value (i.e., reject any request).
          In addition, a storing node can deny knowledge of values which it
          previously accepted. To some extent these attacks can be ameliorated
          by attempting to store to/retrieve from replicas, but a retrieving
          client does not know whether it should try this or not, since there
          is a cost to doing so.</t>

          <t>Although the certificate-based authentication scheme prevents a
          single peer from being able to forge data owned by other peers.
          Furthermore, although a subversive peer can refuse to return data
          resources for which it is responsible it cannot return forged data
          because it cannot provide authentication for such registrations.
          Therefore parallel searches for redundant registrations can mitigate
          most of the affects of a compromised peer. The ultimate reliability
          of such an overlay is a statistical question based on the
          replication factor and the percentage of compromised peers.</t>

          <t>In addition, when a kind is multivalued (e.g., an array data
          model), the storing node can return only some subset of the values,
          thus biasing its responses. This can be countered by using single
          values rather than sets, but that makes coordination between
          multiple storing agents much more difficult. This is a trade off
          that must be made when designing any usage.</t>
        </section>
      </section>

      <section title="Routing Security">
        <t>Because the storage security system guarantees (within limits) the
        integrity of the stored data, routing security focuses on stopping the
        attacker from performing a DOS attack on the system by misrouting
        requests in the overlay. There are a few obvious observations to make
        about this. First, it is easy to ensure that an attacker is at least a
        valid peer in the Overlay Instance. Second, this is a DOS attack only.
        Third, if a large percentage of the peers on the Overlay Instance are
        controlled by the attacker, it is probably impossible to perfectly
        secure against this.</t>

        <section title="Background">
          <t>In general, attacks on DHT routing are mounted by the attacker
          arranging to route traffic through or two nodes it controls. In the
          Eclipse attack <xref target="Eclipse"></xref> the attacker tampers
          with messages to and from nodes for which it is on-path with respect
          to a given victim node. This allows it to pretend to be all the
          nodes that are reachable through it. In the Sybil attack <xref
          target="Sybil"></xref>, the attacker registers a large number of
          nodes and is therefore able to capture a large amount of the traffic
          through the DHT.</t>

          <t>Both the Eclipse and Sybil attacks require the attacker to be
          able to exercise control over her peer IDs. The Sybil attack
          requires the creation of a large number of peers. The Eclipse attack
          requires that the attacker be able to impersonate specific peers. In
          both cases, these attacks are limited by the use of centralized,
          certificate-based admission control.</t>
        </section>

        <section title="Admissions Control">
          <t>Admission to an RELOAD Overlay Instance is controlled by
          requiring that each peer have a certificate containing its peer ID.
          The requirement to have a certificate is enforced by using
          certificate-based mutual authentication on each connection. Thus,
          whenever a peer connects to another peer, each side automatically
          checks that the other has a suitable certificate. These peer IDs are
          randomly assigned by the central enrollment server. This has two
          benefits:</t>

          <t><list style="symbols">
              <t>It allows the enrollment server to limit the number of peer
              IDs issued to any individual user.</t>

              <t>It prevents the attacker from choosing specific peer IDs.</t>
            </list></t>

          <t>The first property allows protection against Sybil attacks
          (provided the enrollment server uses strict rate limiting policies).
          The second property deters but does not completely prevent Eclipse
          attacks. Because an Eclipse attacker must impersonate peers on the
          other side of the attacker, he must have a certificate for suitable
          peer IDs, which requires him to repeatedly query the enrollment
          server for new certificates which only will match by chance. From
          the attacker's perspective, the difficulty is that if he only has a
          small number of certificates the region of the Overlay Instance he
          is impersonating appears to be very sparsely populated by comparison
          to the victim's local region.</t>
        </section>

        <section title="Peer Identification and Authentication">
          <t>In general, whenever a peer engages in overlay activity that
          might affect the routing table it must establish its identity. This
          happens in two ways. First, whenever a peer establishes a direct
          connection to another peer it authenticates via certificate-based
          mutual authentication. All messages between peers are sent over this
          protected channel and therefore the peers can verify the data origin
          of the last hop peer for requests and responses without further
          cryptography.</t>

          <t>In some situations, however, it is desirable to be able to
          establish the identity of a peer with whom one is not directly
          connected. The most natural case is when a peer Updates its state.
          At this point, other peers may need to update their view of the
          overlay structure, but they need to verify that the Update message
          came from the actual peer rather than from an attacker. To prevent
          this, all overlay routing messages are signed by the peer that
          generated them.</t>

          <t>[OPEN ISSUE: this allows for replay attacks on requests. There
          are two basic defenses here. The first is global clocks and loose
          anti-replay. The second is to refuse to take any action unless you
          verify the data with the relevant node. This issue is
          undecided.]</t>

          <t>[TODO: I think we are probably going to end up with generic
          signatures or at least optional signatures on all overlay
          messages.]</t>
        </section>

        <section title="Protecting the Signaling">
          <t>The goal here is to stop an attacker from knowing who is
          signaling what to whom. An attacker being able to observe the
          activities of a specific individual is unlikely given the
          randomization of IDs and routing based on the present peers
          discussed above. Furthermore, because messages can be routed using
          only the header information, the actual body of the RELOAD message
          can be encrypted during transmission.</t>

          <t>There are two lines of defense here. The first is the use of TLS
          or DTLS for each communications link between peers. This provides
          protection against attackers who are not members of the overlay. The
          second line of defense, if certificate-based security is used, is to
          digitally sign each message. This prevents adversarial peers from
          modifying messages in flight, even if they are on the routing
          path.</t>
        </section>

        <section title="Residual Attacks">
          <t>The routing security mechanisms in RELOAD are designed to contain
          rather than eliminate attacks on routing. It is still possible for
          an attacker to mount a variety of attacks. In particular, if an
          attacker is able to take up a position on the overlay routing
          between A and B it can make it appear as if B does not exist or is
          disconnected. It can also advertise false network metrics in attempt
          to reroute traffic. However, these are primarily DoS attacks.</t>

          <t>The certificate-based security scheme secures the namespace, but
          if an individual peer is compromised or if an attacker obtains a
          certificate from the CA, then a number of subversive peers can still
          appear in the overlay. While these peers cannot falsify responses to
          resource queries, they can respond with error messages, effecting a
          DoS attack on the resource registration. They can also subvert
          routing to other compromised peers. To defend against such attacks,
          a resource search must still consist of parallel searches for
          replicated registrations.</t>
        </section>
      </section>
    </section>

    <section title="IANA Considerations">
      <t>This section contains the new code points registered by this
      document. [NOTE TO IANA/RFC-EDITOR: Please replace RFC-AAAA with the RFC
      number for this specification in the following list.]</t>

      <section title="Port Registrations">
        <t>IANA has already allocated a port for the main peer to peer
        protocol. This port has the name p2p-sip and the port number of 6084.
        The names of this port may need to be changed as this draft progresses
        and if it does careful instructions will be needed to IANA to ensure
        the final RFC and IANA registrations are in sync.</t>

        <t>[[TODO - add IANA registration for p2p_enroll SRV and
        p2p_menroll]]</t>
      </section>

      <section title="Overlay Algorithm Types">
        <t>IANA SHALL create a "RELOAD Overlay Algorithm Type" Registry.
        Entries in this registry are strings denoting the names of overlay
        algorithms. The registration policy for this registry is RFC 5226 IETF
        Review. The initial contents of this registry are:</t>

        <t></t>

        <texttable>
          <ttcol align="left">Algorithm Name</ttcol>

          <ttcol align="right">RFC</ttcol>

          <c>chord-128-2-16+</c>

          <c>RFC-AAAA</c>
        </texttable>
      </section>

      <section anchor="sec.iana.access_control"
               title="Access Control Policies">
        <t>IANA SHALL create a "RELOAD Access Control Policy" Registry.
        Entries in this registry are strings denoting access control policies,
        as described in <xref target="sec.access_control"></xref>. New entries
        in this registry SHALL be registered via RFC 5226 IETF Review. The
        initial contents of this registry are:</t>

        <t><list>
            <t>USER-MATCH</t>

            <t>NODE-MATCH</t>

            <t>USER-NODE-MATCH</t>

            <t>NODE-MULTIPLE</t>

            <t>USER-MATCH-WITH-ANONYMOUS-CREATE</t>
          </list></t>
      </section>

      <section title="Data Kind-ID">
        <t>IANA SHALL create a "RELOAD Data Kind-ID" Registry. Entries in this
        registry are 32-bit integers denoting data kinds, as described in
        <xref target="sec-usages"></xref>. Code points in the range 0x00000001
        to 0x7fffffff SHALL be registered via RFC 5226 Standards Action. Code
        points in the range 0x8000000 to 0xf0000000 SHALL be registered via
        RFC 5226 Expert Review. Code points in the range 0xf0000001 to
        0xffffffff are reserved for private use via the kind description
        mechanism described in <xref target="sec-enrollment"></xref>. The
        initial contents of this registry are:</t>

        <t></t>

        <texttable>
          <ttcol align="left">Kind</ttcol>

          <ttcol align="right">Kind-ID</ttcol>

          <ttcol align="right">RFC</ttcol>

          <c>INVALID</c>

          <c>0</c>

          <c>RFC-AAAA</c>

          <c>SIP-REGISTRATION</c>

          <c>1</c>

          <c>RFC-AAAA</c>

          <c>TURN_SERVICE</c>

          <c>2</c>

          <c>RFC-AAAA</c>

          <c>CERTIFICATE</c>

          <c>3</c>

          <c>RFC-AAAA</c>

          <c>ROUTING_TABLE_SIZE</c>

          <c>4</c>

          <c>RFC-AAAA</c>

          <c>SOFTWARE_VERSION</c>

          <c>5</c>

          <c>RFC-AAAA</c>

          <c>MACHINE_UPTIME</c>

          <c>6</c>

          <c>RFC-AAAA</c>

          <c>APP_UPTIME</c>

          <c>7</c>

          <c>RFC-AAAA</c>

          <c>MEMORY_FOOTPRINT</c>

          <c>8</c>

          <c>RFC-AAAA</c>

          <c>DATASIZE_StoreD</c>

          <c>9</c>

          <c>RFC-AAAA</c>

          <c>INSTANCES_StoreD</c>

          <c>10</c>

          <c>RFC-AAAA</c>

          <c>MESSAGES_SENT_RCVD</c>

          <c>11</c>

          <c>RFC-AAAA</c>

          <c>EWMA_BYTES_SENT</c>

          <c>12</c>

          <c>RFC-AAAA</c>

          <c>EWMA_BYTES_RCVD</c>

          <c>13</c>

          <c>RFC-AAAA</c>

          <c>LAST_CONTACT</c>

          <c>14</c>

          <c>RFC-AAAA</c>

          <c>RTT</c>

          <c>15</c>

          <c>RFC-AAAA</c>

          <c>Reserved</c>

          <c>0x7fffffff</c>

          <c>RFC-AAAA</c>

          <c>Reserved</c>

          <c>0xffffffff</c>

          <c>RFC-AAAA</c>
        </texttable>
      </section>

      <section title="Data Model">
        <t>IANA SHALL create a "RELOAD Data Model" Registry. Entries in this
        registry are 8-bit integers denoting data models, as described in
        <xref target="sec-kind-model"></xref>. Code points in this registry
        SHALL be registered via RFC 5226 IETF Review. The initial contents of
        this registry are:</t>

        <t></t>

        <texttable>
          <ttcol align="left">Data Model</ttcol>

          <ttcol align="right">Code</ttcol>

          <ttcol align="right">RFC</ttcol>

          <c>INVALID</c>

          <c>0</c>

          <c>RFC-AAAA</c>

          <c>SINGLE_VALUE</c>

          <c>1</c>

          <c>RFC-AAAA</c>

          <c>ARRAY</c>

          <c>2</c>

          <c>RFC-AAAA</c>

          <c>DICTIONARY</c>

          <c>3</c>

          <c>RFC-AAAA</c>

          <c>RESERVED</c>

          <c>255</c>

          <c>RFC-AAAA</c>
        </texttable>
      </section>

      <section title="Message Codes">
        <t>IANA SHALL create a "RELOAD Message Code" Registry. Entries in this
        registry are 16-bit integers denoting method codes as described in
        <xref target="sec-contents"></xref>. These codes SHALL be registered
        via RFC 5226 Standards Action. The initial contents of this registry
        are:</t>

        <t></t>

        <texttable>
          <ttcol align="left">Message Code Name</ttcol>

          <ttcol align="right">Code Value</ttcol>

          <ttcol align="right">RFC</ttcol>

          <c>invalid</c>

          <c>0</c>

          <c>RFC-AAAA</c>

          <c>probe_req</c>

          <c>1</c>

          <c>RFC-AAAA</c>

          <c>probe_ans</c>

          <c>2</c>

          <c>RFC-AAAA</c>

          <c>attach_req</c>

          <c>3</c>

          <c>RFC-AAAA</c>

          <c>attach_ans</c>

          <c>4</c>

          <c>RFC-AAAA</c>

          <c>unused</c>

          <c>5</c>

          <c></c>

          <c>unused</c>

          <c>6</c>

          <c></c>

          <c>store_req</c>

          <c>7</c>

          <c>RFC-AAAA</c>

          <c>store_ans</c>

          <c>8</c>

          <c>RFC-AAAA</c>

          <c>fetch_req</c>

          <c>9</c>

          <c>RFC-AAAA</c>

          <c>fetch_ans</c>

          <c>10</c>

          <c>RFC-AAAA</c>

          <c>remove_req</c>

          <c>11</c>

          <c>RFC-AAAA</c>

          <c>remove_ans</c>

          <c>12</c>

          <c>RFC-AAAA</c>

          <c>find_req</c>

          <c>13</c>

          <c>RFC-AAAA</c>

          <c>find_ans</c>

          <c>14</c>

          <c>RFC-AAAA</c>

          <c>join_req</c>

          <c>15</c>

          <c>RFC-AAAA</c>

          <c>join_ans</c>

          <c>16</c>

          <c>RFC-AAAA</c>

          <c>leave_req</c>

          <c>17</c>

          <c>RFC-AAAA</c>

          <c>leave_ans</c>

          <c>18</c>

          <c>RFC-AAAA</c>

          <c>update_req</c>

          <c>19</c>

          <c>RFC-AAAA</c>

          <c>update_ans</c>

          <c>20</c>

          <c>RFC-AAAA</c>

          <c>route_query_req</c>

          <c>21</c>

          <c>RFC-AAAA</c>

          <c>route_query_ans</c>

          <c>22</c>

          <c>RFC-AAAA</c>

          <c>ping_req</c>

          <c>23</c>

          <c>RFC-AAAA</c>

          <c>ping_ans</c>

          <c>24</c>

          <c>RFC-AAAA</c>

          <c>stat_req</c>

          <c>25</c>

          <c>RFC-AAAA</c>

          <c>stat_ans</c>

          <c>26</c>

          <c>RFC-AAAA</c>

          <c>attachlite_req</c>

          <c>27</c>

          <c>RFC-AAAA</c>

          <c>attachlite_ans</c>

          <c>28</c>

          <c>RFC-AAAA</c>

          <c>reserved</c>

          <c>0x8000..0xfffe</c>

          <c>RFC-AAAA</c>

          <c>error</c>

          <c>0xffff</c>

          <c>RFC-AAAA</c>
        </texttable>
      </section>

      <section anchor="sec-iana-error-codes" title="Error Codes">
        <t>IANA SHALL create a "RELOAD Error Code" Registry. Entries in this
        registry are 16-bit integers denoting error codes. New entries SHALL
        be defined via RFC 5226 Standards Action. The initial contents of this
        registry are:</t>

        <t></t>

        <texttable>
          <ttcol align="left">Error Code Name</ttcol>

          <ttcol align="right">Code Value</ttcol>

          <ttcol align="right">RFC</ttcol>

          <c>invalid</c>

          <c>0</c>

          <c>RFC-AAAA</c>

          <c>Error_Unauthorized</c>

          <c>1</c>

          <c>RFC-AAAA</c>

          <c>Error_Forbidden</c>

          <c>2</c>

          <c>RFC-AAAA</c>

          <c>Error_Not_Found</c>

          <c>3</c>

          <c>RFC-AAAA</c>

          <c>Error_Request_Timeout</c>

          <c>4</c>

          <c>RFC-AAAA</c>

          <c>Error_Precondition_Failed</c>

          <c>5</c>

          <c>RFC-AAAA</c>

          <c>Error_Incompatible_with_Overlay</c>

          <c>6</c>

          <c>RFC-AAAA</c>

          <c>Error_Unsupported_Forwarding_Option</c>

          <c>7</c>

          <c>RFC-AAAA</c>

          <c>Error_Data_Too_Large</c>

          <c>8</c>

          <c>RFC-AAAA</c>

          <c>Error_Data_Too_Old</c>

          <c>9</c>

          <c>RFC-AAAA</c>

          <c>Error_TTL_Exceeded</c>

          <c>10</c>

          <c>RFC-AAAA</c>

          <c>Error_Message_Too_Large</c>

          <c>11</c>

          <c>RFC-AAAA</c>

          <c>reserved</c>

          <c>0x8000..0xfffe</c>

          <c>RFC-AAAA</c>
        </texttable>
      </section>

      <section title="Route Log Extension Types">
        <t>IANA SHALL create a "RELOAD Route Log Extension Type Registry." New
        entries SHALL be defined via RFC 5226 Specification Required. The
        initial contents of this registry are:</t>

        <t></t>

        <texttable>
          <ttcol align="left">Route Log Extension Name</ttcol>

          <ttcol align="right">Code</ttcol>

          <ttcol align="right">Specification</ttcol>

          <c>invalid</c>

          <c>0</c>

          <c>RFC-AAAA</c>

          <c>reserved</c>

          <c>255</c>

          <c>RFC-AAAA</c>
        </texttable>
      </section>

      <section title="Overlay Link Types">
        <t>IANA shall create a "RELOAD Overlay Link Type Registry." New
        entries SHALL be defined via RFC 5226 Standards Action. This registry
        SHALL be initially populated with the following values:</t>

        <t></t>

        <texttable>
          <ttcol align="left">Protocol</ttcol>

          <ttcol align="right">Code</ttcol>

          <ttcol align="right">Specification</ttcol>

          <c>invalid</c>

          <c>0</c>

          <c>RFC-AAAA</c>

          <c>tcp_tls</c>

          <c>1</c>

          <c>RFC-AAAA</c>

          <c>udp_dtls</c>

          <c>2</c>

          <c>RFC-AAAA</c>

          <!--
          <c>tcp_test_mode</c>

          <c>3</c>

          <c>RFC-AAAA</c>
-->

          <c>reserved</c>

          <c>255</c>

          <c>RFC-AAAA</c>
        </texttable>
      </section>

      <section title="Forwarding Options">
        <t>IANA shall create a "Forwarding Option Registry". Entries in this
        registry between 1 and 127 SHALL be defined via RFC 5226 Standards
        Action. Entries in this registry between 128 and 254 SHALL be defined
        via RFC 5226 Specification Required. This registry SHALL be initially
        populated with the following values:</t>

        <t></t>

        <texttable>
          <ttcol align="left">Forwarding Option</ttcol>

          <ttcol align="right">Code</ttcol>

          <ttcol align="right">Specification</ttcol>

          <c>invalid</c>

          <c>0</c>

          <c>RFC-AAAA</c>

          <c>reserved</c>

          <c>255</c>

          <c>RFC-AAAA</c>
        </texttable>
      </section>

      <section title="Probe Information Types">
        <t>IANA shall create a "RELOAD Probe Information Type Registry".
        Entries in this registry SHALL be defined via RFC 5226 Standards
        Action. This registry SHALL be initially populated with the following
        values:</t>

        <t></t>

        <texttable>
          <ttcol align="left">Probe Option</ttcol>

          <ttcol align="right">Code</ttcol>

          <ttcol align="right">Specification</ttcol>

          <c>invalid</c>

          <c>0</c>

          <c>RFC-AAAA</c>

          <c>responsible_set</c>

          <c>1</c>

          <c>RFC-AAAA</c>

          <c>requested_info</c>

          <c>2</c>

          <c>RFC-AAAA</c>

          <c>reserved</c>

          <c>255</c>

          <c>RFC-AAAA</c>
        </texttable>
      </section>

      <section anchor="sec-reload-uri" title="reload: URI Scheme">
        <t>This section describes the scheme for a reload: URI, which can be
        used to refer to either:</t>

        <t><list style="symbols">
            <t>A peer.</t>

            <t>A resource inside a peer.</t>
          </list></t>

        <t>The reload: URI is defined using a subset of the URI schema
        specified in Appendix A of RFC 3986 [REF] and the associated URI
        Guidelines [REF: RFC4395] per the following ABNF syntax:</t>

        <figure>
          <artwork><![CDATA[
    RELOAD-URI = "reload://" destination "@" overlay "/" 
             [specifier]
 
          destination = 1 * HEXDIG
    overlay = reg-name
    specifier = 1*HEXDIG
    
    ]]></artwork>
        </figure>

        <t>The definitions of these productions are as follows:</t>

        <t><list style="hanging">
            <t hangText="destination: ">a hex-encoded Destination List
            object.</t>

            <t></t>

            <t hangText="overlay: ">the name of the overlay.</t>

            <t></t>

            <t hangText="specifier :">a hex-encoded StoredDataSpecifier
            indicating the data element.</t>
          </list></t>

        <t>If no specifier is present than this URI addresses the peer which
        can be reached via the indicated destination list at the indicated
        overlay name. If a specifier is present, then the URI addresses the
        data value.</t>

        <section title="URI Registration">
          <t>The following summarizes the information necessary to register
          the reload: URI.</t>

          <t><list style="hanging">
              <t hangText="URI Scheme Name: ">reload</t>

              <t hangText="Status: ">permanent</t>

              <t hangText="URI Scheme Syntax: ">see <xref
              target="sec-reload-uri"></xref>.</t>

              <t hangText="URI Scheme Semantics: ">The reload: URI is intended
              to be used as a reference to a RELOAD peer or resource.</t>

              <t hangText="Encoding Considerations: ">The reload: URI is not
              intended to be human-readable text, therefore they are encoded
              entirely in US-ASCII.</t>

              <t
              hangText="Applications/protocols that use this URI scheme: ">The
              RELOAD protocol described in RFC-AAAA.</t>

              <t>TBD for the rest of this template.</t>
            </list></t>
        </section>
      </section>
    </section>

    <section title="Acknowledgments">
      <t>This draft is a merge of the "REsource LOcation And Discovery
      (RELOAD)" draft by David A. Bryan, Marcia Zangrilli and Bruce B.
      Lowekamp, the "Address Settlement by Peer to Peer" draft by Cullen
      Jennings, Jonathan Rosenberg, and Eric Rescorla, the "Security
      Extensions for RELOAD" draft by Bruce B. Lowekamp and James Deverick,
      the "A Chord-based DHT for Resource Lookup in P2PSIP" by Marcia
      Zangrilli and David A. Bryan, and the Peer-to-Peer Protocol (P2PP) draft
      by Salman A. Baset, Henning Schulzrinne, and Marcin Matuszewski. Thanks
      to the authors of RFC 5389 for text included from that.</t>

      <t>Thanks to the many people who contributed including: Michael Chen,
      TODO - fill in.</t>
    </section>
  </middle>

  <back>
    <references title="Normative References">
      <?rfc include="reference.RFC.2119"?>

      <?rfc include="reference.I-D.ietf-mmusic-ice"?>

      <?rfc include="reference.RFC.5389"?>

      <?rfc include="reference.I-D.ietf-behave-turn"?>

      <?rfc include="reference.RFC.5273"?>

      <?rfc include="reference.RFC.5272"?>

      <?rfc include="reference.RFC.4279"?>

      <?rfc include="reference.I-D.ietf-mmusic-ice-tcp"?>

      <?rfc include="reference.RFC.5246"?>

      <?rfc include="reference.RFC.4347"?>

      <?rfc include="reference.RFC.5348"?>

      <?rfc include="reference.RFC.4648"?>
    </references>

    <references title="Informative References">
      <?rfc include="reference.RFC.4828"?>

      <?rfc include="reference.I-D.ietf-p2psip-concepts"?>

      <?rfc include="reference.RFC.1122"?>

      <?rfc include="reference.RFC.3261"?>

      <?rfc include="reference.RFC.5382"?>

      <?rfc include="reference.RFC.4145"?>

      <?rfc include="reference.RFC.4571"?>

      <?rfc include="reference.RFC.2818"?>

      <?rfc include="reference.RFC.4086"?>

      <?rfc include="reference.RFC.5054"?>

      <?rfc include="reference.RFC.3280"?>

      <?rfc include="reference.I-D.matthews-p2psip-bootstrap-mechanisms"?>

      <?rfc include="reference.I-D.garcia-p2psip-dns-sd-bootstrapping"?>

      <?rfc include="reference.I-D.pascual-p2psip-clients"?>

      <?rfc include="reference.RFC.4787"?>

      <?rfc include="reference.RFC.2311"?>

      <?rfc include="reference.I-D.jiang-p2psip-sep"?>

      <?rfc include="reference.I-D.zheng-p2psip-diagnose"?>

      <?rfc include="reference.I-D.hardie-p2poverlay-pointers"?>

      <reference anchor="I-D.ietf-p2psip-sip">
        <front>
          <title>A SIP Usage for RELOAD</title>

          <author fullname="Cullen Jennings" initials="C" surname="Jennings">
            <organization></organization>
          </author>

          <author fullname="Bruce Lowekamp" initials="B" surname="Lowekamp">
            <organization></organization>
          </author>

          <author fullname="Eric Rescorla" initials="E" surname="Rescorla">
            <organization></organization>
          </author>

          <author fullname="Salman Baset" initials="S" surname="Baset">
            <organization></organization>
          </author>

          <author fullname="Henning Schulzrinne" initials="H"
                  surname="Schulzrinne">
            <organization></organization>
          </author>

          <date day="27" month="October" year="2008" />

          <abstract>
            <t>This document defines REsource LOcation And Discovery (RELOAD),
            a peer-to-peer (P2P) signaling protocol for use on the Internet. A
            P2P signaling protocol provides its clients with an abstract
            storage and messaging service between a set of cooperating peers
            that form the overlay network. RELOAD is designed to support a P2P
            Session Initiation Protocol (P2PSIP) network, but can be utilized
            by other applications with similar requirements by defining new
            usages that specify the kinds of data that must be stored for a
            particular application. RELOAD defines a security model based on a
            certificate enrollment service that provides unique identities.
            NAT traversal is a fundamental service of the protocol. RELOAD
            also allows access from "client" nodes which do not need to route
            traffic or store data for others.</t>
          </abstract>
        </front>

        <seriesInfo name="Internet-Draft" value="draft-ietf-p2psip-sip-00" />

        <format target="http://www.ietf.org/internet-drafts/draft-ietf-p2psip-sip-00.txt"
                type="TXT" />
      </reference>

      <reference anchor="Sybil">
        <front>
          <title>The Sybil Attack</title>

          <author fullname="John R. Douceur" initials="J. R."
                  surname="Douceur">
            <organization>Microsoft Research</organization>
          </author>

          <date month="March" year="2002" />
        </front>

        <seriesInfo name="IPTPS" value="02" />

        <format target="http://www.cs.rice.edu/Conferences/IPTPS02/101.pdf"
                type="PDF" />
      </reference>

      <reference anchor="Eclipse">
        <front>
          <title>Eclipse Attacks on Overlay Networks: Threats and
          Defenses</title>

          <author fullname="Atul Singh" initials="A." surname="Singh">
            <organization></organization>
          </author>

          <author fullname="Tsuen-Wan Ngan" initials="T. W." surname="Ngan">
            <organization></organization>
          </author>

          <author fullname="Peter Druschel" initials="T." surname="Druschel">
            <organization></organization>
          </author>

          <author fullname="Dan S. Wallach" initials="D. S." surname="Wallach">
            <organization></organization>
          </author>

          <date month="April" year="2006" />
        </front>

        <seriesInfo name="INFOCOM" value="2006" />
      </reference>

      <reference anchor="non-transitive-dhts-worlds05">
        <front>
          <title>Non-Transitive Connectivity and DHTs</title>

          <author initials="M.J." surname="Freedman">
            <organization />
          </author>

          <author initials="K." surname="Lakshminarayanan">
            <organization />
          </author>

          <author initials="S." surname="Rhea">
            <organization />
          </author>

          <author initials="I." surname="Stoica">
            <organization />
          </author>
        </front>

        <seriesInfo name="" value="WORLDS'05" />
      </reference>

      <reference anchor="lookups-churn-p2p06">
        <front>
          <title>Analytical Study on Improving DHT Lookup Performance under
          Churn</title>

          <author initials="D." surname="Wu">
            <organization />
          </author>

          <author initials="Y." surname="Tian">
            <organization />
          </author>

          <author initials="K.-W." surname="Ng">
            <organization />
          </author>
        </front>

        <seriesInfo name="" value="IEEE P2P'06" />
      </reference>

      <reference anchor="bryan-design-hotp2p08">
        <front>
          <title>The Design of a Versatile, Secure P2PSIP Communications
          Architecture for the Public Internet</title>

          <author initials="D." surname="Bryan">
            <organization />
          </author>

          <author initials="B." surname="Lowekamp">
            <organization />
          </author>

          <author initials="M." surname="Zangrilli">
            <organization />
          </author>
        </front>

        <seriesInfo name="" value="Hot-P2P'08" />
      </reference>

      <reference anchor="opendht-sigcomm05">
        <front>
          <title>OpenDHT: A Public DHT and its Uses</title>

          <author initials="S." surname="Rhea">
            <organization />
          </author>

          <author initials="B." surname="Godfrey">
            <organization />
          </author>

          <author initials="B." surname="Karp">
            <organization />
          </author>

          <author initials="J." surname="Kubiatowicz">
            <organization />
          </author>

          <author initials="S." surname="Ratnasamy">
            <organization />
          </author>

          <author initials="S." surname="Shenker">
            <organization />
          </author>

          <author initials="I." surname="Stoica">
            <organization />
          </author>

          <author initials="H." surname="Yu">
            <organization />
          </author>
        </front>

        <seriesInfo name="" value="SIGCOMM'05" />
      </reference>

      <reference anchor="Chord">
        <front>
          <title>Chord: A Scalable Peer-to-peer Lookup Protocol for Internet
          Applications</title>

          <author fullname="Ian Stoica" initials="I." surname="Stoica">
            <organization>MIT Laboratory for Computer Science</organization>
          </author>

          <author fullname="Robert Morris" initials="R." surname="Morris">
            <organization>MIT Laboratory for Computer Science</organization>
          </author>

          <author fullname="David Liben-Nowell" initials="D."
                  surname="Liben-Nowell">
            <organization>MIT Laboratory for Computer Science</organization>
          </author>

          <author fullname="David Karger" initials="D." surname="Karger">
            <organization>MIT Laboratory for Computer Science</organization>
          </author>

          <author fullname="M. Frans Kaashoek" initials="M. Frans"
                  surname="Kaashoek">
            <organization>MIT Laboratory for Computer Science</organization>
          </author>

          <author fullname="Frank Dabek" initials="F." surname="Dabek">
            <organization>MIT Laboratory for Computer Science</organization>
          </author>

          <author fullname="Hari Balakrishnan" initials="H."
                  surname="Balakrishnan">
            <organization>MIT Laboratory for Computer Science</organization>
          </author>
        </front>

        <seriesInfo name="IEEE/ACM Transactions on Networking"
                    value="Volume 11, Issue 1, 17-32, Feb 2003" />

        <format target="http://pdos.csail.mit.edu/chord/papers/paper-ton.pdf"
                type="PDF" />
      </reference>

      <reference anchor="vulnerabilities-acsac04">
        <front>
          <title>Vulnerabilities and Security Threats in Structured
          Peer-to-Peer Systems: A Quantitative Analysis</title>

          <author initials="M." surname="Srivatsa">
            <organization />
          </author>

          <author initials="L." surname="Liu">
            <organization />
          </author>
        </front>

        <seriesInfo name="" value="ACSAC 2004" />
      </reference>

      <reference anchor="handling-churn-usenix04">
        <front>
          <title>Handling Churn in a DHT</title>

          <author initials="S." surname="Rhea">
            <organization />
          </author>

          <author initials="D." surname="Geels">
            <organization />
          </author>

          <author initials="T." surname="Roscoe">
            <organization />
          </author>

          <author initials="J." surname="Kubiatowicz">
            <organization />
          </author>
        </front>

        <seriesInfo name="" value="USENIX 2004" />

        <format target="http://www.srhea.net/papers/bamboo-usenix.pdf"
                type="PDF" />
      </reference>

      <reference anchor="minimizing-churn-sigcomm06">
        <front>
          <title>Minimizing Churn in Distributed Systems</title>

          <author initials="P. B. " surname="Godfrey">
            <organization />
          </author>

          <author initials="S." surname="Shenker">
            <organization />
          </author>

          <author initials="I." surname="Stoica">
            <organization />
          </author>
        </front>

        <seriesInfo name="" value="SIGCOMM 2006" />

        <format target="http://www.cs.berkeley.edu/~pbg/churn.pdf" type="PDF" />
      </reference>
    </references>

    <!--
      <reference anchor="I-D.cheshire-dnsext-multicastdns">
        <front>
          <title>Multicast DNS</title>

          <author fullname="Stuart Cheshire" initials="S" surname="Cheshire">
            <organization></organization>
          </author>

          <author fullname="Marc Krochmal" initials="M" surname="Krochmal">
            <organization></organization>
          </author>

          <date day="25" month="August" year="2006" />
        </front>

        <seriesInfo name="Internet-Draft"
                    value="draft-cheshire-dnsext-multicastdns-06" />

        <format target="http://www.ietf.org/internet-drafts/draft-cheshire-dnsext-multicastdns-06.txt"
                type="TXT" />
      </reference>

      <reference anchor="I-D.cheshire-dnsext-dns-sd">
        <front>
          <title>DNS-Based Service Discovery</title>

          <author fullname="Marc Krochmal" initials="M" surname="Krochmal">
            <organization></organization>
          </author>

          <author fullname="Stuart Cheshire" initials="S" surname="Cheshire">
            <organization></organization>
          </author>

          <date day="28" month="August" year="2006" />

          <abstract>
            <t>This document describes a convention for naming and structuring
            DNS resource records. Given a type of service that a client is
            looking for, and a domain in which the client is looking for that
            service, this convention allows clients to discover a list of
            named instances of that desired service, using only standard DNS
            queries. In short, this is referred to as DNS-based Service
            Discovery, or DNS-SD.</t>
          </abstract>
        </front>

        <seriesInfo name="Internet-Draft"
                    value="draft-cheshire-dnsext-dns-sd-04" />

        <format target="http://www.ietf.org/internet-drafts/draft-cheshire-dnsext-dns-sd-04.txt"
                type="TXT" />
      </reference>
-->

    <section anchor="sec-changes" title="Change Log">
      <section title="Changes since draft-ietf-p2psip-reload-01">
        <t><list style="symbols">
            <t>Added the ability to introduce new kinds dynamically.</t>

            <t>Added configuration file updating.</t>

            <t>Major revisions to reliability and flow control algorithms.</t>

            <t>Moved diagnostics out--they no go in a separate draft.</t>

            <t>Removed REMOVE: you now store a "nonexistent" element.</t>
          </list></t>
      </section>

      <section title="Changes since draft-ietf-p2psip-reload-00">
        <t><list style="symbols">
            <t>Split base protocol from combined draft into new draft.</t>

            <t>Update architecture discussion to address concerns raised about
            clarity of roles.</t>

            <t>Moved extensive discussion of routing and client behaviors to
            appendix.</t>

            <t>Split Ping into Ping and Probe</t>

            <t>Added AttachLite to provide way to implement ICE-Lite</t>

            <t>added Stat call for retrieving meta-data</t>

            <t>added discussion of periodic vs reactive recovery issue</t>

            <t>changed finger table stabilization to prefer long-lived over
            best-match</t>

            <t>updated IANA considerations to be more complete</t>

            <t>changed error codes from http-based</t>
          </list></t>
      </section>

      <section title="Changes since draft-ietf-p2psip-base-00">
        <t><list style="symbols">
            <t>removed TUNNEL method</t>

            <t>allow implementations more flexibility in picking finger table
            entry and revise random range</t>

            <t>decouple overlay configuration from enrollment server</t>

            <t>add error for data too large</t>

            <t>change architecture to overlay perspective from previous
            revision and update terminology in document to match</t>
          </list></t>
      </section>

      <section title="Changes since draft-ietf-p2psip-base-01">
        <t><list style="symbols">
            <t>reordered message routing section to clarify that other routing
            algorithms are possible besides symmetric recursive.</t>

            <t>clarified document IPR terms</t>
          </list></t>
      </section>

      <section title="Changes since draft-ietf-p2psip-base-01a">
        <t><list style="symbols">
            <t>Fragment offset was too small to hold 2^24 bit messages so
            fixed this from 16 bits to 32 bits.</t>

            <t>Changed absolute times from seconds to milliseconds</t>

            <t>Added error for messages over max size</t>

            <t>Added error for TTL expired</t>

            <t>Add time in response to PING</t>

            <t>Clarified retransmission and fragmentation algorithm</t>

            <t>Clarified acknowledgement tracking for congestion control</t>
          </list></t>
      </section>
    </section>

    <section anchor="sec-route-alt" title="Routing Alternatives">
      <t>Significant discussion has been focused on the selection of a routing
      algorithm for P2PSIP. This section discusses the motivations for
      selection of symmetric recursive routing for RELOAD and describes the
      extensions that would be required to support additional routing
      algorithms.</t>

      <section title="Iterative vs Recursive">
        <t>Iterative routing has a number of advantages. It is easier to
        debug, consumes fewer resources on intermediate peers, and allows the
        querying peer to identify and route around misbehaving peers <xref
        target="non-transitive-dhts-worlds05"></xref>. However, in the
        presence of NATs iterative routing is intolerably expensive because a
        new connection must be established for each hop (using ICE) <xref
        target="bryan-design-hotp2p08"></xref>.</t>

        <t>Iterative routing is supported through the Route_Query mechanism
        and is primarily intended for debugging. It is also allows the
        querying peer to evaluate the routing decisions made by the peers at
        each hop, consider alternatives, and perhaps detect at what point the
        forwarding path fails.</t>
      </section>

      <section title="Symmetric vs Forward response">
        <t>An alternative to the symmetric recursive routing method used by
        RELOAD is Forward-Only routing, where the response is routed to the
        requester as if it is a new message initiating by the responder (in
        the previous example, Z sends the response to A as if it were sending
        a request). Forward-only routing requires no state in either the
        message or intermediate peers.</t>

        <t>The drawback of forward-only routing is that it does not work when
        the overlay is unstable. For example, if A is in the process of
        joining the overlay and is sending a Join request to Z, it is not yet
        reachable via forward routing. Even if it is established in the
        overlay, if network failures produce temporary instability, A may not
        be reachable (and may be trying to stabilize its network connectivity
        via Attach messages).</t>

        <t>Furthermore, forward-only responses are less likely to reach the
        querying peer than symmetric recursive because the forward path is
        more likely to have a failed peer than the request path (which was
        just tested to route the request) <xref
        target="non-transitive-dhts-worlds05"></xref>.</t>

        <t>An extension to RELOAD that supports forward-only routing but
        relies on symmetric responses as a fallback would be possible, but due
        to the complexities of determining when to use forward-only and when
        to fallback to symmetric, we have chosen not to include it as an
        option at this point.</t>
      </section>

      <section title="Direct Response">
        <t>Another routing option is Direct Response routing, in which the
        response is returned directly to the querying node. In the previous
        example, if A encodes its IP address in the request, then Z can simply
        deliver the response directly to A. In the absence of NATs or other
        connectivity issues, this is the optimal routing technique.</t>

        <t>The challenge of implementing direct response is the presence of
        NATs. There are a number of complexities that must be addressed. In
        this discussion, we will continue our assumption that A issued the
        request and Z is generating the response.</t>

        <t><list style="symbols">
            <t>The IP address listed by A may be unreachable, either due to
            NAT or firewall rules. Therefore, a direct response technique must
            fallback to symmetric response <xref
            target="non-transitive-dhts-worlds05"></xref>. The hop-by-hop ACKs
            used by RELOAD allow Z to determine when A has received the
            message (and the TLS negotiation will provide earlier confirmation
            that A is reachable), but this fallback requires a timeout that
            will increase the response latency whenever A is not reachable
            from Z.</t>

            <t>Whenever A is behind a NAT it will have multiple candidate IP
            addresses, each of which must be advertised to ensure
            connectivity, therefore Z will need to attempt multiple
            connections to deliver the response.</t>

            <t>One (or all) of A's candidate addresses may route from Z to a
            different device on the Internet. In the worst case these nodes
            may actually be running RELOAD on the same port. Therefore,
            establishing a secure connection to authenticate A before
            delivering the response is absolutely necessary. This step
            diminishes the efficiency of direct response because multiple
            roundtrips are required before the message can be delivered.</t>

            <t>If A is behind a NAT and does not have a connection already
            established with Z, there are only two ways the direct response
            will work. The first is that A and Z are both behind the same NAT,
            in which case the NAT is not involved. In the more common case,
            when Z is outside A's NAT, the response will only be received if
            A's NAT implements endpoint-independent filtering. As the choice
            of filtering mode conflates application transparency with security
            <xref target="RFC4787"></xref>, and no clear recommendation is
            available, the prevalence of this feature in future devices
            remains unclear.</t>
          </list></t>

        <t>An extension to RELOAD that supports direct response routing but
        relies on symmetric responses as a fallback would be possible, but due
        to the complexities of determining when to use direct response and
        when to fallback to symmetric, and the reduced performance for
        responses to peers behind restrictive NATs, we have chosen not to
        include it as an option at this point.</t>
      </section>

      <section title="Relay Peers">
        <t><xref target="I-D.jiang-p2psip-sep">SEP</xref> has proposed
        implementing a form of direct response by having A identify a peer, Q,
        that will be directly reachable by any other peer. A uses Attach to
        establish a connection with Q and advertises Q's IP address in the
        request sent to Z. Z sends the response to Q, which relays it to A.
        This then reduces the latency to two hops, plus Z negotiating a secure
        connection to Q.</t>

        <t>This technique relies on the relative population of nodes such as A
        that require relay peers and peers such as Q that are capable of
        serving as a relay peer. It also requires nodes to be able to identify
        which category they are in. This identification problem has turned out
        to be hard to solve and is still an open area of exploration.</t>

        <t>An extension to RELOAD that supports relay peers is possible, but
        due to the complexities of implementing such an alternative, we have
        not added such a feature to RELOAD at this point.</t>

        <t>A concept similar to relay peers, essentially choosing a relay peer
        at random, has previously been suggested to solve problems of pairwise
        non-transitivity <xref target="non-transitive-dhts-worlds05"></xref>,
        but deterministic filtering provided by NATs make random relay peers
        no more likely to work than the responding peer.</t>
      </section>

      <section title="Symmetric Route Stability">
        <t>A common concern about symmetric recursive routing has been that
        one or more peers along the request path may fail before the response
        is received. The significance of this problem essentially depends on
        the response latency of the overlay. An overlay that produces slow
        responses will be vulnerable to churn, whereas responses that are
        delivered very quickly are vulnerable only to failures that occur over
        that small interval.</t>

        <t>The other aspect of this issue is whether the request itself can be
        successfully delivered. Assuming typical connection maintenance
        intervals, the time period between the last maintenance and the
        request being sent will be orders of magnitude greater than the delay
        between the request being forwarded and the response being received.
        Therefore, if the path was stable enough to be available to route the
        request, it is almost certainly going to remain available to route the
        response.</t>

        <t>An overlay that is unstable enough to suffer this type of failure
        frequently is unlikely to be able to support reliable functionality
        regardless of the routing mechanism. However, regardless of the
        stability of the return path, studies show that in the event of high
        churn, iterative routing is a better solution to ensure request
        completion <xref target="lookups-churn-p2p06"></xref> <xref
        target="non-transitive-dhts-worlds05"></xref></t>

        <t>Finally, because RELOAD retries the end-to-end request, that retry
        will address the issues of churn that remain.</t>
      </section>
    </section>

    <section anchor="sec-why-clients" title="Why Clients?">
      <t>There are a wide variety of reasons a node may act as a client rather
      than as a peer <xref target="I-D.pascual-p2psip-clients"></xref>. This
      section outlines some of those scenarios and how the client's behavior
      changes based on its capabilities.</t>

      <section title="Why Not Only Peers?">
        <t>For a number of reasons, a particular node may be forced to act as
        a client even though it is willing to act as a peer. These
        include:</t>

        <t><list style="symbols">
            <t>The node does not have appropriate network connectivity,
            typically because it has a low-bandwidth network connection.</t>

            <t>The node may not have sufficient resources, such as computing
            power, storage space, or battery power.</t>

            <t>The overlay algorithm may dictate specific requirements for
            peer selection. These may include participation in the overlay to
            determine trustworthiness, control the number of peers in the
            overlay to reduce overly-long routing paths, or ensure minimum
            application uptime before a node can join as a peer.</t>
          </list></t>

        <t>The ultimate criteria for a node to become a peer are determined by
        the overlay algorithm and specific deployment. A node acting as a
        client that has a full implementation of RELOAD and the appropriate
        overlay algorithm is capable of locating its responsible peer in the
        overlay and using CONNECT to establish a direct connection to that
        peer. In that way, it may elect to be reachable under either of the
        routing approaches listed above. Particularly for overlay algorithms
        that elect nodes to serve as peers based on trustworthiness or
        population, the overlay algorithm may require such a client to locate
        itself at a particular place in the overlay.</t>
      </section>

      <section title="Clients as Application-Level Agents">
        <t>SIP defines an extensive protocol for registration and security
        between a client and its registrar/proxy server(s). Any SIP device can
        act as a client of a RELOAD-based P2PSIP overlay if it contacts a peer
        that implements the server-side functionality required by the SIP
        protocol. In this case, the peer would be acting as if it were the
        user's peer, and would need the appropriate credentials for that
        user.</t>

        <t>Application-level support for clients is defined by a usage. A
        usage offering support for application-level clients should specify
        how the security of the system is maintained when the data is moved
        between the application and RELOAD layers.</t>
      </section>
    </section>

    <!--
            
        <t>The forwarding layer is responsible for looking at message and
        doing one of three things:</t>

        <t><list style="symbols">
            <t>Deciding the message was destined for this peer and passing the
            message up to the layer above this.</t>

            <t>Looking at the Node-ID that represents the next peer to send
            the message too and if there is an existing connection, sending
            the message over the connection.</t>

            <t>Requesting the overlay Routing logic to tell the forwarding layer
            which peer the message needs to be forwarded to (based on the
            target Node-ID or Resource-ID), and then sending the message.</t>
          </list></t>
-->

    <!--
        <section anchor="sec-via-list" title="Via Lists">
    <t>
      [TODO: BBL; I would merge this into the symmetric section
      and try to trim a bit.]
    </t>
          <t>In a general messaging system, messages need a source and a
          destination and peers need to be able to send a response to the peer
          that sent the request. This can be particularly tricky in overlay
          networks when a new peer is joining, or the overlay network is
          stabilizing and different peers have different ideas on what the
          overlay topology is. A simple and reliable way to make sure that a
          response can reach the node that sent the request in these
          situations is to have the response traverse the reverse path of the
          request.</t>

          <t>The approach used here is to have each node the request traverses
          add its Node-ID to the "via list" in the request. Then the response
          is routed by looking at the list and using it as list of peers that
          the response will be routed thorough. To support this, each message
          has a destination list of nodes it needs to be routed through as
          well as a via list of what nodes it has traversed.</t>

          <t>When a peer receives a message from the Transport Layer, it adds
          the Node-ID of the node it received the message from to the end of
          the via list. When a peer goes to transmit a message to the
          Transport Layer, it looks at the first entry on the destination
          list. If the entry is this peer, it removes this entry from the list
          and looks at the next entry and if the entry is not this peer, it
          sends the message to the first peer on the destination list.</t>

          <t>When a peer goes to send a response to a request, it can simply
          copy the via list in reverse to form the destination list for the
          response if it wishes to route the response along the reverse path
          as the request.</t>

          <t>Peers that are willing to maintain state may do list compression
          for privacy reason and to reduce the message size. They do this by
          taking some number of entries off the via list and replacing them
          with a unique entry that this peer can later identify. Later, if the
          peer sees the unique entry in a destination list, it removes the
          unique entry and replaces it with the all the entries removed from
          the original via list (and reverses the order of these entries).
          Note that this technique will generally require storing some
          per-message state on the intermediate peer, so this is a
          bandwidth/per-peer state tradeoff. The exception is if the list is
          not compressed but rather the Node-IDs are simply encrypted.</t>

          <t>The via list approach provides several features. First it allows
          a response to follow the same path as the request. This is
          particularly important for peers that are sending requests while
          they are joining and before other peers can route to them as well as
          situations where message are being exchanged to stabilize the
          overlay network. It also makes it easier to diagnose and manage the
          system when all peers see the response to any request they
          forward.</t>
        </section>
-->
  </back>
</rfc>