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Blog

Multi-user Residential Cable Modem
Provisioning a multiple CPE cable modem

By: Bruce Bahlmann - Contributing Author (your feedback is important to us!)

Created: December 4, 1997

Note: For help designing/implementing your multi-CPE cable modem service or developing tools to help you improve or implement such a program contact Birds-Eye.Net.

Overview/History:

One limitation of basic Express service is that it is capable of only activating a single computer. This limitation is based two criteria: first the customer care database (Remedy) is designed around a single record per customer and second, the existing software that runs on the cable modem (LCp - LANCity personal) only supports a single mac address (NIC) connected to it. If multiple basic residential service connections are requested we currently install additional cable modems to support them. However, this is somewhat kludgy since a single customer in the billing database represents multiple records in customer care database. Unfortunately, there is not always enough RF signal strength to support multiple cable modems so we can’t always install additional connections for people who request them. It is also more costly for us to install additional cable modems in a single home because the second connection is usually cheaper but our costs are the same as new customer.

While a LCw (LANCity workgroup) cable modem is available that supports up to 4 connections, there are technical issues that have delayed its use. Unlike the LCp which supports a single mac address, the LCw's software supports up to 4 mac addresses. To achieve multiple connections using an LCw, installers would need to connect a second network device called a hub which permit up to four computers to connect to the single ethernet receptacle on the cable modem.

Next generation software for cable modems (available in first quarter 98) will eliminate the differences between LCps & LCws by essentially allowing all of them to support up to 16 computers. Since this functionality is significantly different than the current product definition this document is targeted at identifying potential installation/technical problems with this new capability and suggesting how we could best implement/upgrade our existing provisioning system to handle this functionality .

Technology Capabilities of Modems:

Throttling

Configuring the throughput of modems offers the single greatest definition of service classes. Modems offer throttling of speeds from 10kbs to 10,000kbs in 1k increments both ways (down stream and up stream). This feature is configurable in the file (MD5) that is downloaded to the modem as part of the booting process.

Maximum ethernet nodes supported

This feature enables a modem to limit the number of network devices that can access the Express network. For example if this is property is set to one, only a single mac address (i.e. NIC) can access the Express network through that modem (the first mac address learned by this device). There are two ways of fulfilling this configurable feature as far as limiting the number of mac addresses that are allowed to pass data through the modem once it has been set to some number. Either the modem is allowed to control this on its own (default) or one could preload mac addresses. If the default option is used the modem internally learns mac addresses of network devices connected to the modem and permit these devices to pass data through the modem. In networks where the number of network devices exceeds the number of devices the modem will support, there will inevitably be an access problem (one or more, of the authorized computers will not be able to use our network because they were not learned by the modem).

Preloading or Pre-stuffing

A feature that works hand in hand with the maximum ethernet nodes supported is pre-stuffing. Pre-stuffing is a way of loading the authorized mac addresses directly into the configuration file downloaded by the modem during the boot process. This method further restricts the modem by only allowing specified mac addresses to communicate on our network (the ones we know about). The feature over rides the learned option because the modem is instructed by its "unique" configuration file which mac addresses are allowed to communicate through the modem

Access priority and burst traffic

This feature prohibits a modem from consuming more than its share of the available bandwidth. Essentially there are two parameters: access priority (low, normal, high) and burst traffic (0-4). The combination of these two parameters allows us to define service classes that meet network usage. For example, residential service traffic should have lower priority than business traffic so all residential classes have a "low" priority level associated with them (other devices such as headend nodes have the high priority where as business classes would probably receive normal priority). The level of priority and burst traffic should also be based on how much this service class costs. In absence of defined service classes the best direction would be to give everyone low access so as not to conflict with new classes of service as they are defined.

Filtering

Modems have the ability to filter data packets in such a way that we can increase the security of Express customers computers, reduce the amount of unwanted customer traffic that spills on to our network, and provide security to our provisioning systems. There are two kinds of filtering available to residential customers: standard and limited filtering. Limited filtering involves the most basic filtering available to customers allowing such things as file and print sharing yet restricting traffic from customers that is either impacts other customer’s performance or is a security risk. Standard filtering is a superset of limited filtering with the addition of limiting file and print sharing for Windows 95 clients.

Suggested Residential Service Class Divisions:

Taking into account the existing limitations of both modem software and customer care database, it is difficult to immediately migrate to a provisioning system that supports multiple connections yet does not involve customer care database retooling. Instead of waiting for the technology needed to implement a full-featured system that would be customized by connection (seat), the following model would be relatively easy to migrate towards with little development effort.

Basic residential service

Class of service for low end Express customer with no more than ONE computer in the home. Customer’s with more than one computer in the home should be directed to a higher service class. Offers options as far as bandwidth (future) but with low priority and access to spare bandwidth.

  • Supports a single customer computer connection
  • LCp will only acknowledge a single NIC card – the first one it learns

Advanced residential service

Class of service for advanced residential Express customers with no more than three computers in the home. Customer’s with more than THREE computers (or three computers and a network printer) should be directed to a higher service class. This class of service is similar to the lower class but has access to slightly larger blocks of bandwidth when its available.

  • Supports up to 3 customer computer connections
  • LCp will permit up to 3 learned mac addresses.

Professional residential service

Class of service for high end residential/telecommuting markets with up to 8 computers and no more than a total of 12 network devices (computers, hubs, printers). Customer’s with more than this number of computers should be recommended to a small business class of service. This class of service is still classified as having low access but is able to use larger blocks of bandwidth when its available.

  • Supports 4-8 customer computer connections (allowing for printers and fudge factor of 4)
  • LCp will permit up to 16 learned mac addresses

While this dividing of service is far from feature rich, it is pretty straight forward and would not require a significant amount of development effort in order to launch a multi-user residential service that would drive up revenue and lower costs. Once launched, we could focus our development efforts and vendor requests on a more exact service that would target a by seat approach (perhaps using an idea discussed later). However, the key point here is that a less than perfect product is better than no product or waiting for the right product. Implementing this method provide a means (both financial and architectural) towards the requirements of next-generation provisioning and development of new service offerings.

Foundational Change Needed in Provisioning System:

Up to this point, the provisioning system has been based solely on mac addresses. The mac addresses (in this case) act as a security feature of the network by disallowing computers (that are not registered in the provisioning server) from accessing the DHCP/BOOTP server. Each customer has various computer and modem mac addresses associated with their account(s) that we register for them on the provisioning server to grant them access to our network.

What I propose is that we eliminate the registering of mac addresses entirely and completely open up our provisioning system architecture. The way I propose we do this is by using a certain feature on the modem (Maximum ethernet nodes supported ) that restricts the number of connections or computer NICs the modem is capable of learning. Rather than preloading, this restriction is open enough to allow customers to replace their NICs without calling into customer care. Instead, we merely keep track of the name of the service the customer has requested. The service name will identify various settings of the cable modem options described earlier.

Taking this idea further, service technicians would no longer need to use Stage to change out cable modems, and customers who replace NIC cards would not need to call in to have new ones provisioned. One of the greatest features is that once the cable modem booted, they would grant access to only four machines: one that would permit the computer to obtain an IP address, one that would permit download of a our web browser, one that would provide very limited DNS services, and one that would enable the technician to configure the customer’s service (Web page). Using these four machines the installer, or customer would have the access they need to upgrade the service that particular modem is receiving. In this model the modem restricts what the computer behind it can access (limiting it to only necessary machines).

Who Needs Mac Addresses?

Customer care believes they need mac addresses to troubleshoot problems down to a particular customer. In reality, the registered mac address is not needed for an existing customer to access the Express service. Simply typing in a random static IP address to the TCP/IP configurations on a PC and then swapping out the existing NIC foils our ability to troubleshoot a customer by his/her NIC. To use effectively use the NIC as a means to represent the customer, we need to motivate the customer to provide us with their correct mac address. Offering free persistent hostname services and vanity domain services is a reliable way to ensure the customer maintains our database with their correct NIC. Since an appreciable and growing percent of our existing customers are using static IP addresses we just don’t have the resources to track down all of them.

Due to this growing static IP address problem, we really need to look closer at the modem as being our de-mark for controlling access to Express Internet service. If we focus on this point we can further regulate permitted connections and types of traffic by building our provisioning system around this idea. One means of controlling the number of valid connections at the modem may be to request a learning IP address filter in the modem. If a modem could learn the IP addresses of the devices requesting DHCP leases through it, we would have a sure way of eliminating the use of static IP addresses on our network. The number of IP addresses learned must be a function of the number of devices we authorize. This would also help us better manage the use of IP addresses. The other side of not registering mac addresses is very complex and involves architectural changes to the customer care database and re-engineering the provisioning system to handle pre-stuffing.

Technical Challenges:

The following are issues that were raised by John Fiske and Will Biedron about limitations of Stage/Provisioning server that would prohibit us from implementing this residential product. Each of these is addresses from the frame of reference that the provisioning system must be reworked in the manner described previously.

Vulnerability to the issue of provisioning a single mac address that would support up to 16 computers/printers/intelligent hubs/etc.

This challenge has significant impact on how we use Stage. Since Stage can presently only handle one association per customer the method of provisioning a single customer must not consume more than one record to remain compatible. The above system addresses this by finally establishing a one-to-one relationship with every customer and a single modem. Using that single modem one can authorize any number of computers (currently up to 4) and starting in the spring (up to 12 – leaving some room for learned mac addresses that are not computers [printers, hubs, etc]).

Changing NIC’s

The current provisioning system restricts individuals from changing NICs because each one must be registered for it to obtain an IP address from the server. The new system must not be dependent on registering mac addresses as its security measure. Instead, one can change out NICs at will with the only inconvenience that if the user is only authorized a few mac addresses, they will need to power cycle the cable modem for the new NIC to work. Since computer’s need to be shut down to replace a NIC this is not foreseen as a problem (however, access to modem must be granted to each physical location [closet, etc.] where the cable modem resides).

Static configurations

Use of static IP addresses or customers that manually enter IP information into their computers will remain a problem for the Express service. While currently its relatively easy to look up the customer who has a particular NIC in their computer the new system would not have this association. There are some tools that exist today that could locate this but it would not be a simple lookup in Stage. To combat this problem more advanced tools will be needed but as of today, this has not been a major problem.

How costly is it to prestuff mac addresses?

The issue of prestuffing is with us today because we base our system off registering each mac address with the server. Since the gating factor of prestuffing means that each modem would require a unique configuration file, this capability would not scale past several thousand modems due to storage space problems and UNIX OS’s ability to manage machines that would need to access thousands of small files. The new provisioning system must either create these configuration files on-the-fly (See On-The-Fly TFTP Server Specification - Bahlmann) or simply create a few select files that can be shared by like hosts (how the existing system is designed). The provisioning system could come at prestuffing from another angle by only limiting the number of devices (mac addresses) rather than limiting specific mac addresses. In this way, we would leave the specificity’s (as far as computer mac addresses) up the customer and the handling of how many can access and what they can access up to us.

How costly is it to produce a customer interface (web or otherwise)?

My experience with producing a customer web interface is that this is a relatively simple task and that our business was build on hardware that is conducive to this method of interacting with different applications. The problem today is that the way our existing provisioning system is configured there is no way to interface with all the systems needed to change some customer’s account (would need to access systems on both sides of the firewall). The new provisioning system must be located entirely outside the firewall to enable customers to change their account. This product could be rapidly developed utilizing existing components and a small amount of custom code.

How costly is it to integrate provisioning and filtering?

Expanding/building on the existing system would take months to plan and perhaps longer to test and execute. This is due to the communications needed to coordinate each group’s (Engineering, HSD Operations, IT, regions) involvement in the execution of the plan that would be quite complex due to the need to communicate with systems on both sides of the firewall. The new provisioning system would greatly simplify this by reducing the need to store large amounts of pertinent provisioning information in the customer account. The only items needed would be the mac address of the modem (needed for asset tracking) and the service class a customer has selected (probably all stored in LDAP). Since particulars regarding the modem capabilities (throughput, filtering, etc.) are associated with service classes, these features are applied when the cable modem receives its configuration file.

If the customer has 12 devices on a LAN but only wants 3 how do we deal with that?

The existing provisioning system would not be able to deal with this because it only supports 1 mac address or 16 (no room for the niche market in between these extremes). The new provisioning system would have the capability to segment the market for this product by providing differing service classes based on variations of throughput, priority, filtering, and number of devices allowed. This customer would not be able to use the service that only supports 3 network devices because his total number of network devices was 12. Where we could help this individual out is that we could still call it residential service by keeping his bandwidth and access priority the same as other residential products (rather than calling this a business product that would require higher performance and bandwidth – and cost significantly more) yet he could connect up the rest of his computers/printers at will.

How do we deal with printers connected in the home that would show up as mac address that would be learned by the cable modem?

The way to address this is to create a buffer or fudge factor when selling the service to the customer. Rather than having a product that allows up to 16 computers to connect to the network we sell it as only a 12 network device capable cable modem. To arrive at what service fits the customer’s needs we simply count the number of network devices the customer has in the home. The total number of devices divides which class of service they fall under. The fudge factor gets around the need of having to pre-stuff which complicates the system and requires significantly more administration by the operations group as well as by the customer (when they want to swap machines, etc.).

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