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SDN, NFV, and open source: the operator’s view Mark Leary March 19, 2014
This report is underwritten by the OpenDaylight Project.
SDN, NFV, and Open Source: The Operator’s View 2
TABLE OF CONTENTS
Executive summary ................................................................................................................................... 4
Key takeaways from the survey ............................................................................................................. 4
The state of the network ............................................................................................................................ 7
Key findings: expected and unexpected ................................................................................................ 7
The big challenges: some old, some new .............................................................................................. 9
Driving change: operating now over optimizing new .............................................................................. 9
SDN and NFV: plans, promises, and problems ....................................................................................... 10
Key findings: expected and unexpected .............................................................................................. 10
Deployment timeline: hope or reality? .................................................................................................. 11
Moving to SDN: the interesting catalysts and contradictions ................................................................ 13
The view on cost: capital spending versus operational savings ........................................................... 14
Barriers to adoption: fighting on many fronts ....................................................................................... 14
SDN in the network: not the obvious places and priorities ................................................................... 15
SDN and NFV: moving in lock step for service providers ..................................................................... 17
The role of open source in SDN and NFV ............................................................................................... 19
Key findings: expected and unexpected .............................................................................................. 19
The tight linkage between open systems and open source .................................................................. 22
The commercial imperative: the sourcing of open source .................................................................... 23
The driving forces for open systems: freedom and function ................................................................. 24
Network management: still crazy after all these years ......................................................................... 25
Open source: matching real needs to perceived challenges ................................................................ 26
Appendix A: SDN/NFV Survey ................................................................................................................ 28
Survey methodology and definitions .................................................................................................... 28
Survey respondents ............................................................................................................................ 29
The enterprise respondent .................................................................................................................. 30
The service provider respondent ......................................................................................................... 31
SDN, NFV, and Open Source: The Operator’s View 3
APPENDIX B: The Survey Instruments ................................................................................................... 34
Enterprise Survey Instrument .............................................................................................................. 34
Service Provider Survey Instrument .................................................................................................... 38
About Mark Leary .................................................................................................................................... 42
About OpenDaylight Project .................................................................................................................... 42
About Gigaom Research ......................................................................................................................... 43
SDN, NFV, and Open Source: The Operator’s View 4
Executive summary Software-defined networking (SDN) and network functions virtualization (NFV) represent two of the
more dramatic oncoming technology shifts in networking. Both will significantly alter network designs,
deployments, operations, and future networking and computing systems. They also will determine
supplier and operator success (or failure) over the next five to 10 years.
As has always been the case with successful networking technologies, industry standards and open
systems will play a strong role in the timely widespread adoption and ultimate success of both SDN and
NFV solutions. Open source is poised to play an even more critical role in delivering on the promise of
standardized and open networking.
This great promise and potential impact begs two questions. First, “Where are SDN and NFV today?” And
second, “What influence will open systems and open source have on the future of SDN and NFV?”
To find answers to these questions, in December 2013 Gigaom Research ran an extensive survey of 600
operators (300 enterprises and 300 service providers) in North America. Based on findings from that
survey, this research report provides key insights into the current activity and future direction of SDN
and NFV advancements as well as the development and deployment of open systems and open source
within SDN and NFV environments.
Key takeaways from the survey
SDN and NFV deployment timelines are extremely aggressive. While these timelines will certainly
move out as real-world pressures (financial, technical, and organizational) force delays, these
results indicate the high level of hope for SDN and NFV solutions.
Security continues to be a major challenge in networking. While SDN stands to solve many
problems, improvements to the security posture of the world’s networks remains a primary driver
across all networking advancements, including SDN and NFV. After security, key drivers include
improved network service levels and lower operating and capital costs.
While much is made of the potential for SDN and NFV to optimize network spending, utilization,
and service levels, near-term improvements in network operations are the primary focus for
SDN, NFV, and Open Source: The Operator’s View 5
operators looking to deploy SDN and NFV solutions and take advantage of open source within
their SDN and NFV environments.
The application of SDN and NFV solutions is varied – and surprising – across the respondents. As
expected, the data center is a primary initial target for SDN and NFV solutions. However, for
enterprise respondents, the wide area network (WAN) takes precedence over the data center. And
likely reflecting the pressure of the bring-your-own-device (BYOD) movement, enterprises are
targeting the wireless local area network LAN (WLAN) before the campus LAN, branch WAN, or
metropolitan area network (MAN). For the service provider, the data center is far and away the No.
1 initial target. Interestingly, however, the LAN and the wireless WAN (WWAN) are targets two
and three, respectively, for the service provider – not the WAN or the MAN.
Roadblocks that would push out the aggressive SDN and NFV deployment timelines planned by
operators include migration costs, clear and consistent capabilities, and unproven performance
and reliability. Interestingly, interoperability is viewed as the least of the concerns with SDN and
NFV, perhaps because operators look at the close ties between SDN, NFV, open systems, and open
source as a true saving grace, relieving them of the burden of heightened systems integration,
which is the problem-resolution work that comes with an undoubtedly more mixed-vendor SDN
and NFV environment in the future.
As expected, demand for industry standards and open systems within SDN and NFV solutions is
strong. Freedom of choice and potential cost savings are obvious gains. Surprisingly, operators
also expect open systems to deliver strong functionality. They are not simply looking for least-
common-denominator functionality. They are looking for open systems to provide basic
interoperability and leading-edge capabilities in areas that have traditionally challenged
proprietary single-vendor solutions (e.g., administration, analytics, and security). Operators
absolutely prefer open systems. They also demand that open systems add value beyond
interoperability.
Open systems and open source are tightly linked in operators’ minds, indicating that open source
is the preferred delivery method for standardized open SDN and NFV solutions. However,
operators strongly prefer that open source be delivered by commercial suppliers. Here the
operator looks to gain the best of both worlds – the freedom and functionality of open source
combined with the proven delivery and support practices associated with commercial solutions.
SDN, NFV, and Open Source: The Operator’s View 6
Enterprise and service provider operators are closely aligned across all major areas of
consideration and concern. They also are closely aligned in terms of deployment timelines. Among
the service providers, SDN and NFV are also closely aligned in terms of deployment timelines,
moving almost in lockstep over the next two years. The one area where enterprises and service
providers differ is in their initial target for SDN and NFV deployments.
The perceived challenges to applying open source to SDN and NFV environments are also
important. Operators see security and reliability as the biggest impediments to using open source
when deploying SDN and NFV solutions. Does perception match reality? Are we seeing outdated
open source perceptions at work as we did in the early days of OpenStack, Linux, and other
successful open source projects? Given that today’s open source is conceived and developed by
teams of operators and suppliers and increasingly delivered via proven commercial integration,
test, packaging, deployment, and support models, perhaps in this instance operators are more
wrong than right. Obviously the onus is on the open source projects to alter this perception.
Alteration leads to acceleration of open source acceptance within SDN and NFV environments.
SDN, NFV, and Open Source: The Operator’s View 7
The state of the network
If networks were maximally efficient and effective, operators would not be looking to make the dramatic
changes that SDN and NFV bring. What is driving the need for change?
Key findings: expected and unexpected
“The more things change, the more they remain the same” certainly applies to networking. Technology
advances rapidly, and yet similar challenges continue year in and year out.
The following survey responses serve to highlight this “changing but same” state of the network:
Security has long established itself as the chief concern in the networking age. While these survey
results may have been influenced upwards by the untimely and highly publicized 2013 holiday
security breaches, security continues to demand operator attention – and budget.
While always hard to admit for operators, wider and more widespread cracks in the network are
having a negative impact on network service levels. Whether from bandwidth shortages, device
slowdowns, management shortcomings, increasing user and information demands, or pressured
budgets (or likely some combination of all of the above), networks are showing signs of stress
across many fronts.
While possibly influenced by the strong presence of budget and business overlords in the
respondent mix (e.g., executives and managers), cost pressures continue to mount for both
equipment and operations. While opex outweighs capex 3-to-1 or 4-to-1 (even 5-to-1) in
networking and computing budgets, spending on capital equipment often comes in big waves –
and all too often for most budget managers. This is likely why the capex argument remains very
visible in SDN/NFV discussions despite the fact that SDN and NFV stand to save more absolute
money on the operations side and drive more revenue on the business side.
While much of the attention on SDN and NFV focuses on programmability and provisioning, the
figure below indicates that these two areas are of lesser concern with respect to today’s networks.
Doing better at “operating now” seems to be far more the focus for operators than “optimizing
new.” However, compared to past survey results, new technology adoption, service rollouts, and
SDN, NFV, and Open Source: The Operator’s View 8
user/resource deployments are rising in importance. This is good news. Deploying new systems,
services, sites, and users – more readily, accurately, and simply – will go a long way toward
improving the areas of greatest concern (e.g., security, service levels, and capital and operational
savings).
Figure 1.
SDN, NFV, and Open Source: The Operator’s View 9
The big challenges: some old, some new
Security is well out in front as the primary concern of operators; 67 percent of respondents rank security
vulnerabilities as a primary concern. All other concerns but one are cited by between 50 percent and 60
percent of respondents. A 7-percent point lead for security over the second biggest concern likely
translates to a two- or three-fold level of concern with security compared to all other concerns. The
message for SDN and NFV suppliers and open systems/source developers is clear: Prioritize security
capabilities above all with respect to new developments.
While security is top of mind for operators, network service levels are also a major concern. The strong
showing for network service levels (59 percent of respondents designate this as a primary concern)
certainly points to the increasing awareness that the world’s networks are not keeping pace with demand.
Big data, video, complex transactions, and demanding users are all exposing the shortcomings of our
networks. And as they do, service levels are declining. That puts more pressure on systems and staff just
to keep the network running, leaving less and less time for network improvements that could possibly
better serve the end user and, more importantly, the business.
The high concern for networking costs also indicates that our networks are being “fixed” more than
enhanced. Unplanned patches always cost more, both short-term and long-term.
Later survey results certainly shine a spotlight on operator hopes for SDN, NFV, open systems, and open
source not only to improve network security and service levels but also to drive cost savings across both
systems and staff.
Driving change: operating now over optimizing new
The figure above illustrates the two distinct focal points for the operator. The top five concerns all focus
on improving the current state of the network, driving improvements in security, service levels, cost
savings, and connectivity. The lesser concerns mostly focus on enhancing the future state of the network,
driving new technology adoption, service rollouts, and new user/service provisioning.
We easily could argue that network complexity is at the root of most, if not all, of the highlighted
networking concerns, but “overall network complexity” appeared second to last on this list. Complexity
opens the door for hackers, undercuts service levels, drives increased costs, and limits new
technology/service/user deployments. The message is clear: Make the network simpler, and it is more
effective and efficient. Simplicity serves to improve the network’s “now” state as well as its “new” state.
SDN, NFV, and Open Source: The Operator’s View 10
SDN and NFV: plans, promises, and problems
SDN and NFV represent a sea change in networking. Together and separately, both target cost savings,
operational complexity, and network optimization – and both hold much promise for the operator.
Unfortunately, as with all things offering great potential rewards, many possible risks are associated with
SDN and NFV rollouts.
Key findings: expected and unexpected
Given the industry attention (and hype) focused on SDN and NFV, any survey is challenged to expose
new plans, promises, or problems with these two sea-changing technologies, but this survey took on the
challenge – with surprising results across several fronts.
The survey revealed that the majority of the 600 survey respondents will have deployed SDN/NFV
solutions by the end of 2015. While most respondents may not meet this goal, these aggressive
timelines reflect high hopes for SDN and NFV solutions – and also closely related open systems
and open source technologies.
Confusion surrounding costs, capabilities, complexity, and conversion could inhibit SDN and NFV
adoption. Complete answers to all the many questions surrounding real-world SDN and NFV
deployments – and subsequent returns – are still lacking. The longer the questions go
unanswered, the more operator timelines must be pushed out. Survey responses outlined later in
this report certainly indicate that open systems and open source offer some clarity for operators
looking for answers to the many questions surrounding SDN and NFV.
SDN and NFV benefits must drive high impact immediately. The “here and now” are far more
important than the “there and then.” If SDN and NFV are to prove their worth from the start –
and justify further advancement by suppliers and acceptance by operators – significant
improvements must be seen immediately in such critical areas as security, resource utilization,
operational simplicity, and cost savings.
The data center has been the primary target for most SDN and NFV developments and solutions
to date. For service providers, this is the right place for investment, but for enterprises, SDN
developments may be missing the mark. The WAN is the No. 1 target for initial SDN deployments
SDN, NFV, and Open Source: The Operator’s View 11
in the enterprise. But for service providers, the LAN is the No. 2 target, and wireless WAN is No. 3.
Imagine WAN (core and access) and MAN being last on the list for service providers. For
enterprises, behind the WAN and data center, wireless LAN is the No. 3 target – not the campus
LAN (core or access), the branch WAN, or the MAN.
Deployment timeline: hope or reality?
SDN and NFV will see widespread deployment by the end of 2015. This may sound aggressive, but real-
world challenges (e.g., migration costs, multivendor interoperability, mismatched capabilities, and
immature solutions) facing both suppliers and operators will surely push this timeline out for all.
However, the good news is that with such aggressive timelines planned by operators, high hopes will
surely drive heightened activity in solutions development, validation, and availability. (As indicated later
in this report, operators seem to believe that open systems and open source are key to lowering costs,
improving interoperability, providing more consistent capabilities, and solidifying available solutions.)
While heightened activity is not likely to deliver widespread SDN and NFV deployments in the next 12 to
24 months, it will certainly accelerate adoption in that key two-to-five-year timeframe. Given that major
technology shifts in networking typically take between 10 and 20 years to gain mainstream acceptance,
five years seems fast and furious.
SDN, NFV, and Open Source: The Operator’s View 13
Moving to SDN: the interesting catalysts and contradictions
As in the “State of the Network” section, the “operating now” concerns drive SDN and NFV interest and
investment more than the often-hyped “optimizing new” capabilities do. This same “here and now” focus
comes through loud and clear as respondents cite the expected benefits of SDN and NFV. Making the
network more secure, efficient, simpler, and lower-cost form the top five benefits.
Interestingly, advancements in network provisioning and programmability – two well-promoted SDN
and NFV benefits – are not cited as top-five benefits. However, these two “new” networking gains are not
far behind the more mundane "now” benefits. While the “new” may not drive initial success of SDN and
NFV, provisioning and programmability are poised to have a big impact on future networks.
Figure 4. The benefits of SDN/NFV
SDN, NFV, and Open Source: The Operator’s View 14
The view on cost: capital spending versus operational savings
Reducing or at least reining in networking costs is a high priority for operators and a strong influence
over operator SDN and NFV rollouts. Interestingly, all operators give almost equal consideration to
capital and operating expenses when evaluating their network state and possible network solutions.
While this equalization may fly in the face of network budget breakdowns, which typically show around
75 percent for opex and 25 percent for capex, SDN and NFV solutions must deliver cost savings on both
fronts if the promises of SDN and NFV are to be fully realized.
In some ways, that “now” over “new” focus of SDN and NFV is also at work here. Equipment spending,
while only around 25 percent of the overall network budget, comes in waves – often big waves. Capex
remains a very visible concern and consideration for operators. Capex savings can mean just as much as
savings on the operations side of the fence. While the absolute savings will always be less on the capex
side, SDN and NFV solutions that reduce capex – or at least avoid making big capex waves – will continue
attracting strong operator interest despite the many math exercises that attempt to dismiss capex savings
(or spending) as inconsequential. The survey results bear this out.
Barriers to adoption: fighting on many fronts
With any emerging technology, a range of barriers works to prevent adoption. Certainly the advantages
offered by onrushing open systems and open source technologies give possible answers to many of these
current barriers. The survey results outlined in the following open source section point to an operator
base hoping for “open” answers to many SDN and NFV questions they have now.
SDN, NFV, and Open Source: The Operator’s View 15
Figure 5.
SDN in the network: not the obvious places and priorities
This is the one area of the survey with clear differences between enterprise respondents and service
providers.
For the enterprise, the WAN (31 percent), data center (26 percent), and WLAN (17 percent) are the
highest priority targets for SDN deployments. The WAN in the No. 1 slot should be a surprise to most.
After all, the data center has been getting the large bulk of the attention in SDN developments and
deployments. But on reflection, the WAN makes perfect sense. It is an area of high cost and complexity.
The WAN is also a security nightmare. Across the WAN, maximum access meets minimal control. While
SDN, NFV, and Open Source: The Operator’s View 16
the data center is a big area of spending and a critical resource for enterprises, it is relatively contained
and has been fed a constant stream of advanced technologies for the last decade or so (e.g., virtualization,
fast and flexible fabrics, high-performance security systems, massive switches and bandwidth, and
automated management). No wonder enterprises want to see SDN applied first to the WAN. The WLAN
emphasis also makes sense given the rising complexity and potential risks of the increasingly common
BYOD movement. Here SDN can be seen as a way to finally fully integrate the wireless worlds and the
wired worlds.
For service providers, the data center is the consensus No. 1 target for SDN and NFV deployments. Given
all the activity focused on cloud computing, content delivery, and anything-as-a-service (XaaS) offerings,
the service provider data centers must advance across many fronts (e.g., security, automation, analytics,
and provisioning) to be successful. What is surprising is the selection of the LAN (16 percent) and
wireless WAN (14 percent) as the No. 2 and No. 3 targets for the service provider SDN deployments.
WAN oversubscription – and related overspending – would seem a natural No. 2 target for SDN
deployments, and yet the WAN (core and access) and the MAN are given short shrift in service provider
SDN and NFV plans.
Figure 6.
SDN, NFV, and Open Source: The Operator’s View 17
Figure 7.
SDN and NFV: moving in lockstep for service providers
SDN and NFV are separate technology movements driven by different standards groups, mostly distinct
technologies, and divergent solution sets, and while both bring software to the forefront in networking,
they represent very different migration challenges for service providers. SDN migration requires major
changes within the core of provider networks, while NFV solutions can be deployed as incremental add-
ons or replacements for existing specialized systems, and yet in the minds (and plans) of service provider
operators, SDN and NFV move in lockstep within their network infrastructures. Deployment timelines for
both SDN and NFV are almost identical for service providers.
Is it the software-centric nature of both technologies? Is it the anticipated close coupling of SDN’s
dynamics and NFV’s demands? Is it the increasing linkage of networking and computing that drives both
forward equally? Is it the ownership of both SDN and NFV by network architects or devops analysts?
Whatever the driving force or forces, SDN and NFV are tightly linked.
SDN, NFV, and Open Source: The Operator’s View 19
The role of open source in SDN and NFV
SDN got its start with a research project aimed at opening up the network to a new model based on
centralized control and distributed forwarding. At its core was a technology called OpenFlow. While
OpenFlow served as the initial catalyst for the SDN movement, many existing and developing
technologies further SDN advancements. Open source is logically positioned to play a strong role in the
future acceptance and ultimate success of SDN and closely related NFV developments and deployments
by creating de facto standards through common code development.
Key findings: expected and unexpected
While open systems are naturally perceived as key to SDN and NFV, the results of this survey point to an
even tighter linkage than expected. Furthermore, the indicated increased focus on open source
technology as a principal delivery vehicle for open SDN and NFV solutions points to an operator
population that wants to do networking better this time around.
For these operators, “better” networking seems characterized by greater choice in technology and
suppliers, heightened open systems functionality, lower equipment and operating costs, and a network
infrastructure that is simpler to operate, more efficient to run, and more ready to adapt to new demands
– the next second or the next year.
The survey results support this emphasis on openness by showing the strong bias toward open systems as
the preferred technology base for networking solutions; 83 percent of respondents demand or prefer the
use of open systems within their networks. However, these results also point out that open systems
should not only deliver freedom of choice and lower costs but also deliver proven value if they are to be
successful in displacing proprietary networking solutions. Operators will no longer be satisfied by open
systems that provide for least-common-denominator functionality.
SDN, NFV, and Open Source: The Operator’s View 20
Figure 9.
Survey results further raise the ante for open systems by asserting the importance of open source in
delivering SDN and NFV solutions; 95 percent look at open source as a positive attribute of any SDN or
NFV solutions. Open source has indeed become mainstream, representing what IT users have come to
expect from open source software solutions over the last decade: maturity, robustness, and reliability.
Gone are the days of outlaw programming, midnight downloads, and hidden operation.
SDN, NFV, and Open Source: The Operator’s View 21
Figure 10.
The following survey responses highlight the increasing influence of open systems and open source in the
SDN and NFV movements:
Open systems and open source are tightly linked for all operators – enterprise and service
providers. Open source technology has clearly developed into the preferred delivery method for
open systems. This may be driven by lack of faith in single-vendor solutions or by the success of
such open source technologies as Linux and OpenStack, or it might be a sign that operators want
greater control over the destiny of their networks – and networked businesses – in the future.
Operators, while citing vendor freedom as the No. 1 reason to use open source in their networks,
feel strongly that commercial vendors should be the primary source for open source. While
sounding a bit oxymoronic, the mix of open source and proven development, testing, delivery, and
support creates a powerful combination in networking.
Network management is cited as a clear and present opportunity for open source to make a real
difference not only across SDN and NFV but also across networking overall. For too long,
SDN, NFV, and Open Source: The Operator’s View 22
management has been underserved by network advancements and vendor developments.
Operators indicate high hopes across the full spectrum of management, from security to
automation to analytics to optimization.
Despite all the hope for open systems and open source, a need to overcome perceived challenges
still exists, especially when those perceptions closely parallel operator concerns with SDN and
NFV as well as networking overall. Misperceptions relating to open source across such critical
areas as security and reliability must be dispatched. The good news is the indications that these
perceptions are breaking down. Over the last few years, many open source technologies have
proven themselves to be fast, reliable, secure, highly functional, simple to deploy and operate, and
cost-effective.
The tight linkage between open systems and open source
Operators view open systems and open source as equally important to the success of SDN developments
and deployments. A full 76 percent of respondents view open systems as critically (18.3 percent) or very
(57.8 percent) important to SDN and NFV. An almost matching 68.5 percent of respondents view open
source as critically (13.5 percent) or very (55 percent) important to SDN and NFV. The message is clear:
Open source serves as the principal delivery mechanism for SDN and NFV solutions based on industry
standards and open systems.
SDN, NFV, and Open Source: The Operator’s View 23
Figure 11.
The commercial imperative: the sourcing of open source
To steal an old advertising phrase, “This is not your father’s open source.” Today’s operators demand
more from their open source and open source suppliers. Given that network expectations are extremely
high, so too are expectations for open source working within our networks. Operators demand that open
source be:
Created using formal design and development practices
Validated by strict integration and testing procedures
Delivered and deployed via proven tools and techniques
Supported by trusted programs, processes, and people
SDN, NFV, and Open Source: The Operator’s View 24
The vast majority of operators (76 percent) prefer to acquire their open source from a commercial
supplier, so they are provided the peace of mind that comes with combining the inherent cost-
effectiveness and interoperability of open source with the proven integration, validation, and support
practices offered by commercial suppliers. Additionally, operators benefit from the increased supplier
focus on networking capabilities that serve to complement open source functions.
Figure 12.
The driving forces for open systems: freedom and function
As expected, avoiding vendor lock-in and the high costs that are all too often associated with lock-in are
the top two drivers behind the use of open source in networks. Years ago, the story would have stopped
there, but times have changed for open source because operators are demanding more from it. Survey
respondents clearly indicate that improved functionality follows closely on the heels of freedom of choice
and cost savings. Heightened software capabilities, ease of management, and more frequent
enhancements are all significant drivers of open source usage.
SDN, NFV, and Open Source: The Operator’s View 25
Figure 13.
Network management: still crazy after all these years
While certain high-profile open source projects garner much of the industry’s attention – e.g., OpenStack
and kernel-based virtual machine (KVM) – the mundane occupies the attention of the operator.
Respondents strongly favor the application of open source to critical SDN and NFV management
functions. The top five applications for open source are all management functions. The top 10 is then
rounded out by the more visible SDN- and NFV-related open source efforts focused on hypervisor,
controller, orchestrator, and API developments.
SDN, NFV, and Open Source: The Operator’s View 26
Figure 14.
Open source: matching real needs to perceived challenges
Within the SDN and NFV movements, open source must overcome significant challenges – both real and
perceived – before it fulfills on its promise of freedom, savings, and functionality. An examination of
survey results reveals that, for open source, a close match exists between current major concerns with
current networks and operator-cited open source challenges.
SDN, NFV, and Open Source: The Operator’s View 27
Figure 15.
For example, security vulnerabilities are a major concern with current networks, a potential barrier to
SDN and NFV adoption, and a perceived challenge for open source. Open source solutions must be
proven to strengthen the security posture of the network. This survey indicates that security concerns are
the No. 1 challenge for open source. Is this a real or perceived challenge? A case could be made that open
source can be more secure than a single-vendor proprietary system. Despite the best efforts of a single
vendor, proprietary solutions are run through a singular design, development, testing, and deployment
process. Open source runs through multiple iterations of all stages of development and deployment — the
more iterations, the more intense the scrutiny, the more solid the resulting solution. The onus is on the
open source developers to see that this multi-pronged approach serves to bolster not only security but
also other cited challenges, such as reliability, performance, interoperability, and operational simplicity.
SDN, NFV, and Open Source: The Operator’s View 28
Appendix A: SDN/NFV Survey
This survey targeted two main areas of interest in SDN and NFV. First, responses serve to highlight the
drivers, barriers, timelines, and targets of SDN and NFV solutions for both enterprises and service
providers. Second, responses serve to outline the expected role that open systems and open source will
play in the advancement and adoption of SDN and NFV solutions.
Survey methodology and definitions
In December 2013, 600 respondents completed an online Gigaom Research survey focused on SDN, NFV,
open systems, and open source within medium-to-large organizations (500 employees served as the low
end of our employee count). Of the 600 respondents, 300 represented enterprises, and 300 represented
service providers.
Two distinct, though similar, surveys solicited responses from the two groups. Each included unique
questions for each set of respondents. For example, service providers were asked to provide service and
customer profile information as well as specific input on NFV – a technology driven mainly by service
providers – while enterprises were asked to provide information on industry affiliation and internal
locations served. (See Appendix B for a copy of the enterprise and service provider versions of the
survey.)
For clarity, we use the following definitions to describe the main focal points of this survey and report:
Software-defined networking (SDN) – An approach to networking that is characterized by a
decoupling of control and forwarding functions, enabling simplified operations, heightened
automation, improved resource efficiency, and on-demand network programmability.
Network functions virtualization (NFV) – The deployment and delivery of networking
services via software systems executing as server-based processes. These server-based software
systems serve as direct replacements for traditional physical networking appliances (e.g., WAN
optimization) and devices (e.g., routers).
Open systems – Systems (e.g., components, protocols, interfaces) that conform to either
formally adopted industry standards or de facto published specifications. Open systems are
independent of any single particular supplier or exclusive group of suppliers.
SDN, NFV, and Open Source: The Operator’s View 29
Open source – Software source code that can be acquired, used, redistributed, and modified free
of charge by any individual or organization.
Survey respondents
A total of 600 medium and large organizations provided responses for this survey effort: 300 enterprises
and 300 service providers. All respondents were asked for a job title. Survey respondents represented a
broad mix, from IT executives (e.g., CIO, vice president, directors) to overall area IT managers (e.g.,
senior managers, managers) to specialized IT technologists (e.g., architects, engineers, analysts, and even
a few developers).
Figure 16.
SDN, NFV, and Open Source: The Operator’s View 30
The enterprise respondent
The 300 enterprise respondents represented a broad mix of vertical industries. Key industries such as
financial, manufacturing, and healthcare were well represented.
Figure 17.
In terms of size of the enterprises included in the responses, the following applies:
47 percent of responding enterprises have more than 2,500 employees
26 percent have from 1,001 to 2,500 employees
27 percent have from 500 to 1,000 employees
This bias toward larger enterprises is also reflected in the overall complexity of respondent networks.
Results indicate that 47 percent operate networks with more than 20 sites and another 33 percent operate
networks with six to twenty sites. These numbers indicate that even though half of the respondents
SDN, NFV, and Open Source: The Operator’s View 31
operate within enterprises with fewer than 2,500 employees, their networks are sizeable and well
distributed.
Figure 18.
The service-provider respondent
The service-provider respondents also represent a diverse set of primary businesses. The results provide a
view into the changing nature of the service provider. Almost half the respondents offered cloud-
computing services. More than a third offered traditional telecom services. Hosting, content delivery, and
wireless services were also well represented as parts of the services mix.
SDN, NFV, and Open Source: The Operator’s View 32
Figure 19.
Of the service providers included in the responses:
61 percent have more than 2,500 employees
21 percent have from 1,001 to 2,500 employees
18 percent have from 500 to 1,000 employees
This bias toward larger service providers is also reflected in the number of customers served and the
number of customer locations served. Results indicate that 69 percent of the respondents service more
than 2,000 customers and that these customers are sizeable.
Looking at customer locations served by responding service providers:
41 percent serve more than 10,000 customer locations
17 percent serve 5,001 to 10,000 locations
SDN, NFV, and Open Source: The Operator’s View 33
18 percent serve 1,001 to 5,000 locations
24 percent serve 100 to 1,000 locations
Figure 20.
SDN, NFV, and Open Source: The Operator’s View 34
APPENDIX B: The Survey Instruments
Enterprise Survey Instrument
Examining the Role of Open Source Technology in SDN
THE ENTERPRISE VIEW
Introduction
As our reliance on network connectivity increases by the day, so does the complexity involved in
deploying and managing those networks. This challenge has given rise to a new era of networking
defined by software-defined networks (SDN). These SDNs are more flexible, automated, efficient, and
responsive to business and user requirements.
Demographic Questions
Industry affiliation? (Retail, Health Care, Government, Manufacturing, Financial, Other______)
Size of organization by number of employees? (100-500, 501-1000, 1001-2000, >2000)
Number of locations served by your network? (1, 2-5, 6-20, >20)
Status of SDN within your organization? (Researching, Actively planning, Evaluating, solutions,
Piloting, Point deployment, Wide-scale deployment)
Current State of The Network
On a scale of 1 to 10, rank your network’s ability to serve your organization’s needs (with 1 being
poorest possible service and 10 being greatest possible service). ________
Rate 1 to 5, your level of concern with your current network in the following areas (1 being of little
concern and 5 being of greatest concern):
___Cost of networking equipment
___Cost of network operations
___Network connectivity – available/affordable bandwidth, wireless access, server/storage I/O
___Network service levels – uptime, response times, latency, accessibility, etc.
___Overall network complexity
___Security vulnerabilities
___Slow to adapt to new user and business requirements
___Ability to leverage new technology in a timely fashion
SDN, NFV, and Open Source: The Operator’s View 35
___Failure to derive maximum business value from the network
What is the current level of end user satisfaction with your network?
___Completely satisfied
___Mostly satisfied
___Somewhat Satisfied
___Mostly not satisfied
___Not Satisfied at All
What is the current level of business management satisfaction with your network?
___Completely satisfied
___Mostly satisfied
___Somewhat Satisfied
___Mostly not satisfied
___Not Satisfied at All
When evaluating networking solutions, which one of the following statements best represents
your level of consideration of open systems that support industry standards?
___Demand the use of open systems wherever possible.
___Prefer the use of open systems, but will accept proprietary substitutes that add proven value.
___Favor proprietary solutions with strong potential to add greater value than open systems.
SDN Benefits and Challenges
Rate 1 to 5, the importance of SDN benefits to your organization (1 being of little importance and 5
being of critical importance):
___Lower network capital expense (CAPEX)
___Lower network operating expense (OPEX)
___Simplify network deployments and operations
___Strengthen the security posture of your network
___Heighten utilization of networking (e.g., bandwidth) and networked (e.g., servers) resources
___Enable on-demand network programmability
___Accelerate the provisioning of new sites, users, applications…
Where in your network will SDN have the biggest impact initially? (Select one.)
___Data center network
___Wide area network (WAN) Core
___Branch WAN
___Campus LAN – Core
___Campus LAN – Access
___Wireless LAN
___Metro Area Network (MAN)
What is your level of satisfaction with the current vendor offerings for SDN?
___Completely satisfied
___Mostly satisfied
SDN, NFV, and Open Source: The Operator’s View 36
___Somewhat Satisfied
___Mostly not satisfied
___Not Satisfied at All
What is your biggest concern with current SDN solutions? (Select one.)
___Expense of investing in new hardware platforms and software systems
___Lack of interoperability of SDN/NFV solutions
___Lack of clarity and consistency of features/functions across SDN solutions
___Lack of proven performance (e.g., throughput, availability…) of SDN solutions
___Other (Please specify.) ______________________________________
Rate 1 to 5, the following barriers to SDN adoption (1 representing a barrier of little consequence
and 5 representing a significant barrier):
___No technical or business requirements driving an SDN rollout
___Limited availability and unproven status of SDN technologies and solutions
___Shortcomings of industry standards and open systems supporting SDN
___Difficulty in migrating our existing network infrastructure to SDN
___SDN increases operational complexity and integration/test burden during deployment
___Risks (e.g., failures, slowdowns) outweigh potential rewards (e.g., savings/services boost)
___Advanced SDN capabilities (e.g., on-demand network programmability) not needed
SDN and Open Source Technology
What is your view of the role of industry standards and open systems in the development and
deployment of SDN solutions?
___Critically important
___Very Important
___Somewhat important
___Of little importance
___Not important at all
What is your view of the role of open source technology in the development and deployment of
SDN solutions?
___Critically important
___Very Important
___Somewhat important
___Of little importance
___Not important at all
What are the biggest advantages of applying open source technology to SDN solutions and
deployments? (Select three.)
___Avoid vendor lock-in.
___Lower acquisition and maintenance costs.
___Gain access to large library of networking software systems.
___Boost networking software capabilities.
___Accelerate networking software enhancements.
SDN, NFV, and Open Source: The Operator’s View 37
___Assure software systems interoperability.
___Ease management of network -- and networking software.
___Leverage top developer talent and software best practices.
___Other (Please specify.) ______________________________________
What are the biggest drawbacks of applying open source technology to SDN solutions and
deployments? (Select three.)
___Lack of commercial vendor support
___Incompatible with existing network
___Performance shortcomings
___Feature shortcomings
___Reliability concerns
___Security concerns
___Deployment challenges – e.g., increased integration and test burden
___Operational complexity – e.g., non-standard management interfaces and tools
___Legal concerns – e.g., license management and compliance
___Other (Please specify.) ______________________________________
Rate 1 to 5, your intention to apply open source technology to the following SDN functions (1
being least likely to apply and 5 being most likely to apply).
___SDN controller
___Network automation
___Network monitoring and analytics
___Northbound APIs
___Southbound APIs
___Policy management
___Security services – e.g., firewall, intrusion prevention…
___Network optimization – e.g., application delivery controller, WAN optimization…
___Orchestrators – e.g., OpenStack and associated plug-ins
___Hypervisor – e.g, Kernel-based Virtual Machine (KVM)
___Other (Please specify.) ______________________________________
What open source technology projects have you contributed to or are currently using?
[Accept as many as cited.]
SDN, NFV, and Open Source: The Operator’s View 38
Service Provider Survey Instrument
Examining the Role of Open Source Technology in SDN/NFV
THE SERVICE PROVIDER VIEW
Introduction
As our reliance on network connectivity increases by the day, so does the complexity involved in
deploying and managing those networks. This challenge has given rise to a new era of networking
defined by software-defined networks (SDN) and new network service deployment models based on
network functions virtualization (NFV). These software-centric networks and functions are more flexible,
automated, efficient, and responsive to business and user requirements.
Demographic Questions
Service focus? (Telecom services, Wireless services, Hosting services, Content delivery services,
Cloud Computing services, Mix of the above, All of the above)
Size of organization by number of employees? (100-500, 501-1000, 1001-2000, >2000)
Number of customers served by your organization? (100-500, 501-1000,1001-2000, >2000)
Number of customer locations served by your organization? (100-1000, 1001-5000, 5001-10000,
>10000)
Status of SDN/NFV within your organization? (Researching, Actively planning, Evaluating solutions,
Piloting, Point deployment, Wide-scale deployment)
Current State of The Network
On a scale of 1 to 10, rank your network’s ability to serve your organization’s needs (with 1 being
poorest possible service and 10 being greatest possible service). ________
Rate 1 to 5, your level of concern with your current network in the following areas (1 being of little
concern and 5 being of greatest concern):
___Cost of networking equipment
___Cost of network operations
___Network connectivity – available/affordable bandwidth, wireless access, server/storage I/O
___Network service levels – e.g., uptime, response times, latency, accessibility, etc.
___Overall network complexity
___Security vulnerabilities
___Ability to leverage new technology in a timely fashion
SDN, NFV, and Open Source: The Operator’s View 39
___Delays in implementing and introducing new service offerings
___Slow to provision new customers and new services for existing customers
What is the current level of external (e.g., customer) satisfaction with your network?
___Completely satisfied
___Mostly satisfied
___Somewhat Satisfied
___Mostly not satisfied
___Not Satisfied at All
What is the current level of internal (e.g., business mgmt) satisfaction with your network?
___Completely satisfied
___Mostly satisfied
___Somewhat Satisfied
___Mostly not satisfied
___Not Satisfied at All
When evaluating networking solutions, which one of the following statements best represents
your level of consideration of open systems that support industry standards?
___Demand the use of open systems wherever possible.
___Prefer the use of open systems, but will accept proprietary substitutes that add proven value.
___Favor proprietary solutions with strong potential to add greater value than open systems.
SDN/NFV Benefits and Challenges
Rate 1 to 5, the importance of SDN/NFV benefits to your organization (1 being of little importance
and 5 being of critical importance):
___Lower network capital expense (CAPEX)
___Lower network operating expense (OPEX)
___Simplify network deployments and operations
___Strengthen the security posture of your network and customer networks
___Heighten utilization of networking (e.g., bandwidth) and networked (e.g., servers) resources
___Enable on-demand network programmability
___Accelerate the provisioning of new customers and services
Where in your network will SDN/NFV have the biggest impact initially? (Select one.)
___Data center
___LAN Core
___WAN Core
___WAN Access (Last Mile)
___Wireless WAN
___Metro Area Network (MAN)
What is your level of satisfaction with the current vendor offerings for SDN/NFV?
___Completely satisfied
___Mostly satisfied
SDN, NFV, and Open Source: The Operator’s View 40
___Somewhat Satisfied
___Mostly not satisfied
___Not Satisfied at All
What is your biggest concern with current SDN/NFV solutions? (Select one.)
___Expense of investing in new hardware platforms and software systems
___Lack of interoperability of SDN/NFV solutions
___Lack of clarity and consistency of features/functions across SDN/NFV solutions
___Lack of proven performance (e.g., throughput, availability…) of SDN/NFV solutions
___Other (Please specify.) ______________________________________
Rate 1 to 5, the following barriers to SDN/NFV adoption (1 representing a barrier of little
consequence and 5 representing a significant barrier):
___No technical or business requirements driving an SDN/NFV rollout
___Limited availability and unproven status of SDN/NFV technologies and solutions
___Shortcomings of industry standards and open systems supporting SDN/NFV
___Difficulty in migrating our existing network infrastructure to SDN/NFV
___Risks (e.g., failures, slowdowns) outweigh potential rewards (e.g., savings/services boost)
___Advanced SDN capabilities (e.g., on-demand network programmability) not needed
___Limited performance and scalability of NFV solutions
SDN/NFV and Open Source Technology
What is your view of the role of industry standards and open systems in the development and
deployment of SDN/NFV solutions?
___Critically important
___Very Important
___Somewhat important
___Of little importance
___Not important at all
What is your view of the role of open source technology in the development and deployment of
SDN/NFV solutions?
___Critically important
___Very Important
___Somewhat important
___Of little importance
___Not important at all
What are the biggest advantages of applying open source technology to SDN/NFV solutions and
deployments? (Select three.)
___Avoid vendor lock-in.
___Lower acquisition and maintenance costs.
___Gain access to large library of networking software systems.
___Boost networking software capabilities.
___Accelerate networking software enhancements.
SDN, NFV, and Open Source: The Operator’s View 41
___Assure software systems interoperability.
___Ease management of network -- and networking software.
___Leverage top developer talent and software best practices.
___Other (Please specify.) ______________________________________
What are the biggest drawbacks of applying open source technology to SDN/NFV solutions and
deployments? (Select three.)
___Lack of commercial vendor support
___Incompatible with existing network
___Performance shortcomings
___Feature shortcomings
___Reliability concerns
___Security concerns
___Deployment challenges – e.g., increased integration and test burden
___Operational complexity – e.g., non-standard management interfaces and tools
___Legal concerns – e.g., license management and compliance
___Other (Please specify.) ______________________________________
Rate 1 to 5, your intention to apply open source technology to the following SDN/NFV functions (1
being least likely to apply and 5 being most likely to apply).
___SDN controller
___Network automation
___Network monitoring and analytics
___Northbound APIs
___Southbound APIs
___Policy management
___Security services – e.g., firewall, intrusion prevention…
___Network optimization – e.g., application delivery controller, WAN optimization…
___Orchestrator – e.g., OpenStack and associated plug-ins
___Hypervisor – e.g., Kernel-based Virtual Machine (KVM)
___Other (Please specify.) ______________________________________
What open source technology projects have you contributed to or are currently using?
[Accept as many as cited.]
.
SDN, NFV, and Open Source: The Operator’s View 42
About Mark Leary In 2012, 30-year IT industry veteran Mark Leary founded The First Tracks as a research, analysis, and
consulting firm focused on disruptive network technologies, leading-edge solutions, and groundbreaking
operator deployments. Prior to leading The First Tracks, Leary worked for Cisco Systems for 12 years,
during which time he formulated and executed market and business development activities relating to
Cisco’s core technology systems (routers, switches, and IOS), application networking services, and
sustainable green IT solutions. Before his work at Cisco, Leary was vice president of networking industry
research and consulting at IDC (International Data Corporation). During his 13 years at IDC, he
functioned as an industry analyst and IT consultant to Fortune 500 companies, networking and
computing system suppliers, software vendors, service providers, and the investment community. Some
of his most prominent accomplishments in the industry include driving adoption of new technologies and
best practices within Fortune 5000 networks; authoring technology and business articles for such
publications as the New York Times, Computerworld, and Network World; and evangelizing “The
Network” across the world—from private executive briefings to public seminars, panels, and conference
sessions. Leary received a bachelor of science degree in computer science as well as an MBA in business
strategy and planning from Boston College.
About OpenDaylight Project The OpenDaylight Project is a collaborative open source project that aims to accelerate adoption of
software-defined networking (SDN) and create a solid foundation for network functions virtualization
(NFV) for a more transparent approach that fosters new innovation and reduces risk. Founded by
industry leaders and open to all, the OpenDaylight community is developing a common, open SDN
framework consisting of code and blueprints. Get involved at www.opendaylight.org.
OpenDaylight is a collaborative project at The Linux Foundation. Linux Foundation Collaborative
Projects are independently funded software projects that harness the power of collaborative development
to fuel innovation across industries and ecosystems. Find out more at www.linuxfoundation.org.
SDN, NFV, and Open Source: The Operator’s View 43
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