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Nathan F. Saraiva de Sousaa , Danny A. Lachos Pereza , Raphael V. Rosaa , Mateus A. S. Santosb , Christian Esteve
Rothenberga
a Department of Computer Engineering and Industrial Automation, School of Electrical and Computer Engineering, University of
Campinas - UNICAMP, Campinas, SP, Brazil
b Ericsson Research, Indaiatuba, SP, Brazil
Abstract
Business models of network service providers are undergoing an evolving transformation fueled by vertical customer
demands and technological advances such as 5G, Software Defined Networking (SDN), and Network Function Virtual-
arXiv:1803.06596v3 [cs.NI] 12 Nov 2018
ization (NFV). Emerging scenarios call for agile network services consuming network, storage, and compute resources
across heterogeneous infrastructures and administrative domains. Coordinating resource control and service creation
across interconnected domains and diverse technologies becomes a grand challenge. Research and development efforts
are being devoted to enabling orchestration processes to automate, coordinate, and manage the deployment and opera-
tion of network services. In this survey, we delve into the topic of Network Service Orchestration (NSO) by reviewing
the historical background, relevant research projects, enabling technologies, and standardization activities. We define
key concepts and propose a taxonomy of NSO approaches and solutions to pave the way to a common understanding of
the various ongoing efforts towards the realization of diverse NSO application scenarios. Based on the analysis of the
state of affairs, we present a series of open challenges and research opportunities, altogether contributing to a timely and
comprehensive survey on the vibrant and strategic topic of network service orchestration.
Keywords: Network Service Orchestration (NSO), SDN, NFV, multi-domain, orchestration, virtualization, lifecycle
management
1. Introduction MULTIDOMAIN
ORCHESTRATION
2. Background
Figure 3: Strategic role of the NSO as the glue between the actual
services and the underlying management of resources. 2.1. Cloud Computing
Cloud computing is a model for providing resource vir-
• Overview of relevant research projects and software tualization (e.g., networks, servers, storage, and services)
frameworks; with high flexibility, cost efficiency, and centralized man-
agement [88]. The cloud computing service models are
Survey Organization. The survey is organized as de- generally categorized in Infrastructure as a Service (IaaS),
picted in Figure 2. Section 2 presents essential background Platform as a Service (PaaS), and Software as a Ser-
and key technologies related to network service orchestra- vice (SaaS) which offer, respectively, virtual resources
tion: Cloud computing, SDN, NFV, historical overview (compute, storage, and network), software and develop-
of orchestration, and the relationship between all men- ment platforms (provided by the cloud infrastructure), and
tioned technologies. Section 3 outlines four potential sce- Internet-based applications (hosted on the cloud) [9].
narios to illustrate the NSO in practice. Concepts, func- In a cloud environment, the notion of orchestration has
tions, scope, and an NSO taxonomy split into seven key also been used for integrating basic services [146]. The Or-
aspects are presented in Section 4. Section 5 focuses on chestration in the cloud involves dynamically deploying,
the standardization outcomes produced by nine important managing and maintaining resource and services across
organizations, whereas Section 6 covers six major research multiple heterogeneous cloud platforms in order to meet
projects around NSO. Section 7 provides an overview of the needs of clients.
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Figure 4: High-level reference model to illustrate the scope of Network Service Orchestration (NSO) in single-domain and multi-domain
environment. The NSO need to have an overview of entire environment to compose the service mainly if it uses resources of different domains.
2.2. Software Defined Networking (SDN) to offer new services with lower cost and more efficiency
SDN [86] is an evolving networking paradigm that at- and agility [98]. Network Function Virtualization has been
tempts to resolve the strongly vertical integration of cur- proposed to solve these problems [32] and change the mode
rent network environments. To this end, SDN proposals networks are designed and operated by taking a software-
decouple the control plane (i.e., control logic) from the centric approached leveraging advances in virtualization
data plane (i.e., data forwarding equipment). With this technologies and general purpose processors.
new architecture, routers and switches become simple for- According to European Telecommunications Standards
warding network elements whose control logic is provided Institute (ETSI) Industry Specification Group (ISG)
by an external entity called SDN controller or Network NFV [37], Network Function Virtualization is responsible
Operating System (NOS). for separating network functions from the hardware and of-
Northbound Interfaces (NBIs) offered by a logically cen- fering them through virtualized services, decomposed into
tralized SDN controller allow different network applica- Virtualized Network Function (VNF), on general purpose
tions (firewalls, routing, and resource orchestrators) to im- servers. With the virtualization of the network functions,
plement network control and operation logic. In addition, NFV promises more flexible and faster network function
other type of high-level NBIs category are implemented deployment, as well as dynamic scaling of the VNFs to-
as NOS management applications [129]. Examples of this wards providing finer settings. In NFV environment, new
category include Virtual Tenant Networks, Application- services do not require new hardware infrastructure, but
Layer Traffic Optimization (ALTO), and Intent-based simply the software installation, i.e., to create VNFs.
networking (IBN). Moreover, the NFV can address Network Functions
In SDN, the concept of orchestration is vital to auto- (NFs) in the most appropriate location, providing bet-
mate network operations properly. SDN network domains ter user traffic performance. The network service can be
need single-domain or multi-domain orchestration systems decomposed in one or more VNFs, and each one can be
to coordinate end-to-end connectivity services through dif- constituted in one or more Virtual Machines (VMs). Each
ferent network domains controlled by different SDN con- VNF is described by a Virtualized Network Function De-
troller instances, which in turn must communicate directly scriptor (VNFD) which details the behavioral and deploy-
with the physical network [71]. ment information of a VNF.
VNFs can be connected or combined as building blocks
2.3. Network Function Virtualization (NFV) to offer a full-scale network communication service. This
Traditionally, the telecommunication operators have connection is known as service chain. Service chain pro-
based their networks on a built-in infrastructure strongly vides logical connectivity between the virtual devices of
coupled to physical topologies and proprietary devices, NFV architecture. It is worthwhile noting not only con-
resulting in network services constrained to the network nectivity order importance, but also the logical environ-
topology and the physical location of the network appli- ment interconnection with physical networks.
ances. As a consequence, it becomes hard for providers Within the scope of the ISG NFV [37], service chain
4
is defined as a graph of logical links connecting NFs to-
wards describing traffic flow between these network func-
tions. This is equivalent to the Service Function Chaining
(SFC) [67] defined by Service Function Chaining Working
Group (IETF SFC WG) of the Internet Engineering Task
Force (IETF). An end-to-end network service may cover
one or more Network Function Forwarding Graph (NF-
FG) which interconnect NFs and end points. Figure 5 de-
scribes two examples of end-to-end network services. The
first (green line) is composed of virtual Customer Premises
Equipment (vCPE) and virtual Firewall (vFW) VNFs
and two endpoints (A1 and A2). The second (red line)
is composed of vCPE and virtual Deep Packet Inspec-
tion (vDPI) VNFs and two endpoints (B1 and B2). Note
that NFV allows sharing a multi-tenant VNFs between
different network services.
ETSI has developed a reference architectural frame-
Figure 5: Example of two end-to-end network services composed of
work and specifications in support of NFV management two NFs each. NFV enables the reuse of VNFs, e.g., vCPE.
and orchestration. The framework focuses on the support
VNF operation across different hypervisors and comput-
ing resources. It also covers the orchestration and lifecycle
management of physical and virtual resources. According
to [36], “the framework is described at a functional level
and it does not propose any specific implementation.” Fig-
ure 6 shows the ETSI NFV-Management and Orchestra-
tion (MANO) architectural framework with their main
functional blocks [41]:
Operation/ Business Support System (OSS/BSS):
block responsible for operation and business applications
that network service providers use to provision and op-
erate their network services. It is not tightly integrated
into the NFV-Management and Orchestration (MANO)
architecture.
Element Management (EM): component responsible Figure 6: The NFV-MANO architectural framework. Adapted from
for the network management functions FCAPS (Fault, [41]
Configuration, Accounting, Performance, and Security) of
a running VNF.
virtualization-specific management, coordination, and au-
VNF: functional block representing the Virtualised Net-
tomation tasks in the NFV architecture including the
work Function implemented on a physical server. For in-
components NFVO, VNFM, VIM, NFV Service, VNF
stance, Router VNF, Switch VNF, Firewall etc.
Catalogue, NFV Instance, and NFVI Resource.
NFV Infrastructure (NFVI): representing all the hard-
In the NFV context, ETSI NFV-MANO defines the
ware (compute, storage, and networking) and software
orchestrator with two main functions including resources
components where VNFs are deployed, managed and ex-
orchestration across multiple VIMs and network service
ecuted.
orchestration [38]. Network service orchestration functions
Network Function Virtualization Orchestrator
provided by the NFVO are listed below:
(NFVO): it is the primary component, in charge of the or-
chestration of NFVI resources across multiple VIMs and • Management of Network Services templates and VNF
lifecycle management of network services. Packages. This includes validation of templates and
VNF Manager (VNFM): performs configuration and packages with the objective of verifying the artifacts’
VNF lifecycle management (e.g., instantiation, update, authenticity and integrity. Besides, the software im-
query, scaling, termination) on its domain. ages are cataloged in involved Points of Presence
VIM: block that provides controlling and managing the (PoPs) using the support of VIM.
NFVI resources as well the interaction of a VNF with
hardware resources. For example, OpenStack as cloud • Network Service instantiation and management;
platform and OpenDaylight and Open Network Operat-
ing System (ONOS) as SDN controllers. • Management of the instantiation of VNFMs and
The NFV-MANO functional block performs all the VNFs (with support of VNFMs);
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• Validation and authorization of NFVI resource re- that can interact both internal and external services and
quests from VNF managers; must be dynamic, flexible, and adaptable to changes. It
emphasizes that orchestration describe how web services
• Management of network service instances topology; can act with each other at the message level, including the
• Policy management related to affinity, scaling (auto or business logic and execution order of the activities.
manual), fault tolerance, performance, and topology. The authors in [62] present the term orchestration in
the context of virtual resource management. They define
ETSI NFVO functions regarding Resource Orchestra- the orchestration as a process that involves all the neces-
tion include: (i ) Orchestration of NFVI resources across sary steps to map the application (running on a virtual
multiple VIMs, (ii ) NFVI resource management includ- machine) onto shared underlying infrastructure.
ing compute, storage and network, and (iii ), collect usage Orchestration in the cloud environment is well-known
information of NFVI resources. and refers to locating, coordinating and selecting re-
The NFV-MANO reference architecture is not specific sources, including compute, storage and virtual networks
about SDN in its architecture but assumes that necessary to fulfill the desired requirements. The authors in [58] pro-
transport infrastructure is already established and ready vide an overview of networking architecture definition for
to be used. However, work at ETSI identifies use cases the Future Internet (FI) based on the concepts of cloud
and the most common options for using SDN in an NFV computing. One of the pillars for the FI pointed out by
architectural framework [33]. The document also points the article is Orchestration. In the envisioned architecture,
to proof of concepts and recommendations towards such the orchestration function is to coordinate the integrated
integration work. [150] provides a recent in-depth survey behavior and operations to dynamically adapt and opti-
on NFV state of affairs. mize resources in response to changing context following
business objectives and policies.
2.4. Orchestration: Historical Overview In the SDN landscape, orchestration refers to an over-
The academic community and industry generally require arching function to manage and automate the network
some time to define the real meaning, reach and context behavior [144]. More recently in 2012 [32], orchestration
of the concepts related to new technology trends as is the has been generally related to NFV environments mainly
case with the term Orchestration. The term orchestration through its reference architecture and its NFV Orchestra-
is used in many different areas, such as multimedia, music, tor component (more details in Subsection 2.3).
Service-Oriented Architecture (SOA), business processes, Currently, the scope of the orchestration has become
Cloud, SDN, and, more recently, in NFV. broader and encompasses automation of the end-to-end
From an end-user perspective, orchestration reminds a network service lifecycle. According to [95], service or-
symphony orchestra where a set of instruments play to- chestration refers to the programmatic control of underly-
gether according to an arrangement. The music is ar- ing infrastructure including existing networks and enabling
ranged and split into small parts, after assigns to differ- technologies, such as SDN and NFV.
ent musical instruments. When, who, and what will be From the existing and evolving definitions around or-
played, as well as the conducting are essential parts to- chestration presented, we can derive certain relationships
wards achieving the desired effect. In next paragraphs, between orchestration, automation, and management. Al-
we identified the first works that use the orchestration in though the three terms are often lumped together, it is nec-
other areas. essary an understanding of the differences between them as
One of the first works in the Information and Commu- they are not the same thing. Automation describes a sim-
nication Technology (ICT) area that cites the term or- ple and technical task without the human intervention, for
chestration is [6] in 1983. It discusses that an autonomous example, launching a web server, stopping a server. Man-
system will require orchestration of the behavior of the agement is responsible for maintaining and healthiness of
entire system in order to obtain autonomy, interdepen- infrastructure. Its role consists of activities such as alarms
dence and artificial intelligence. The authors in [15] relate for event detection, monitoring, backups of critical sys-
orchestration with the coordination and control of multi- tems, upgrades, and license management. Orchestration,
ple media traffics. It distinguishes the orchestration from in turn, is concerned with the execution of a workflow (pro-
synchronization and defines an architecture where the or- cesses) in the correct order. It controls the overall work-
chestration acts in different layers. In the same scope, [123] flow process from starting the service until it ends with
relates the term to multimedia data, where orchestration is the objective to optimize and automate the network ser-
associated with multimedia presentation lifecycle manage- vice deployment.
ment involving the coordination of stages that constitute Figure 7 illustrates the relationship among orchestra-
all orchestration processes. tion, management, and automation. There is a certain
The use of orchestration is also widely discussed in the hierarchic between them. The orchestration is a high-
scope of web services. In this context, orchestration and level plane, below the management, and in the bottom the
automation are considered separate processes. The work automation. In our vision, the orchestration depends on
in [116] defines orchestration like an executable process tasks performed by management. Both management and
6
NSO
NFV
Function Programming
Automation Softwarization
Orches-
tration
CLOUD API
SDN
Resource Networking
Virtualization Programming
Figure 7: Relationship among orchestration, management, and au-
tomation. Both orchestration and management use automation in On-demand resources End-to-End Connectivity
their processes.
Figure 10: Difference between Lifecycle and Workflow: (a) Lifecycle – sequence of states and workflow – activities in correct order and (b)
example of network service lifecycle.
Figure 11: ETSI approaches for multiple administrative domains: (a) approach in which the orchestrator is split into two components (NSO
and RO), (b) approach with multiple orchestrators and a new reference point: Umbrella NFVO, (c) approach that introduces hierarchy and
the new reference point Or-Or. Adapted from [41] and [34].
13
NSO
PaaS OTHERS
CLI STORAGE CASCADING
VNPaaS
GUI MEMORY DISTRIBUTED
SlaaS
SERVICE
ORCHESTRATION
RESOURCE
ORCHESTRATION
LIFECYCLE
ORCHESTRATION
Figure 12: NSO Taxonomy with seven approach: Service Model, Software, Resource, Technology, Scope of Application, Architecture, and
Standards Standards Developing Organization (SDO).
Linux Foundation, which among multiple networking re- and Extended-Enhanced Platform Awareness (EPA).
lated projects is in charge of ONAP, an open source plat- Regarding network, there are three types: packet, op-
form aiming at the automation, design, orchestration, and tical and wireless (e.g., Wi-Fi, wi-max, and mobile net-
management of SDN and NFV services. Another note- work). Compute, storage, and memory are resources
worthy example of an orchestration open source project shared among a multitude of network services.
under the Linux Foundation flagship aiming at delivering Resources are shared and abstracted making use of vir-
a standard NFV/SDN platform for the industry is Open tualization techniques (e.g., para-virtualization [50], full
Platform for NFV (OPNFV) [92]. virtualization [147], and containers [130]), defining virtual
NSO solutions need to perform management tasks such infrastructures that can be used as physical ones. For an
as remote device configuration, monitoring and fault man- NSO solution to be suitable, its virtualized functions must
agement. Moreover, they require defining an interface of deliver near native (i.e., non-virtualized) performance. For
communication between various software components. For that, EPA capabilities need to be implemented and ex-
this, there are diverse types of management and standard tended in underlying platform providing highly perfor-
interfaces such as Command Line Interface (CLI), Appli- mant and efficient system. Some examples are (i) Non-
cation Programming Interface (API), and Graphical User Uniform Memory Access ( NUMA), divide the memory
Interface (GUI). The CLI just is used to execute com- into zones, which are allocated to specific CPUs, (ii) CPU
mands directly in the software using remote access via pinning, run a particular virtual functions virtual CPU on
SSH or Telnet. The API enables the remote management a specific physical CPU, (iii) Data Plane Development Kit
and interconnection with other softwares through specifics ( DPDK), libraries to accelerate packet processing work-
commands. The majority of solutions use REST-based loads, and (iv) Native P4 enabled switches, provide to pro-
API. GUI, in turn, offers a graphic interface that makes grammable pipeline and high-performance forwarding.
it easier its use.
4.4.4. Technology
4.4.3. Resource NSO involves complex workflows and different technolo-
During the creation of a network service, the resource gies involved throughout orchestration process: cloud com-
orchestration is responsible for orchestrating the underly- puting, SDN, NFV, and legacy.
ing infrastructure. Such infrastructure is composed of het- The cloud computing paradigm provides resource virtu-
erogeneous hardware and software, and different features alization and improves resource availability and usage by
for hosting and connecting the network services. The re- means of orchestration and management procedures. This
sources include compute, storage, network [112], memory, includes automatic instantiation, migration, and snapshot
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of VMs, High-Availability, and dynamic allocation of re- The organization refers to the different architectural ar-
sources [32]. rangements of a NSO solution. We identified three types
The SDN promotes control across network layers and of organization: hierarchical, cascading and distributed.
logical centralization of network infrastructure manage- The hierarchical approach assumes a high-level orchestra-
ment. Its main functions is to connect the VNFs and the tor that has visibility of the entire other domains and ca-
NFVI-PoPs. In parallel, the NFV technology promotes pable of configuring services across different domains. The
the network functions programming in order to enable elas- service provider facing the customer as a single entry point
ticity, automation, and resilience in cloud environments will maintain relationships with other providers to com-
[129]. As illustrated in Figure 8, cloud computing, SDN plete the requested service. According to [13], the hierar-
and NFV are enabler technologies to the NSO. The NSO chical approach is impractical because of scalability and
must also handle legacy technologies such as MPLS, BGP, trust constraints. Under the cascade model, the provider
SONET / SDH, and WDM. partially satisfies the service request but complements the
service by using resources from another provider. If this
4.4.5. Scope provider does not have all the resources, it also can request
for another and so on (e.g., a mobile network provider us-
Resources of operators under an orchestration applica-
ing a satellite provider). In the distributed model, there
tion domain can be part of access networks, aggregation
is not a central actor, and providers request resource and
networks, core networks, and data centers [4]. The access
services from each other on a peer-to-peer fashion.
network is the entry point which connects customers to
Finally, functions, as discussed in Sec. 4.2, refers to the
their service provider. It encompasses various technolo-
main tasks developed by network service orchestrator: ser-
gies, i.e., fixed access, wireless access (Wi-Fi, LTE, radio,
vice orchestration, resource orchestration, and lifecycle or-
WiMAX), optical, and provide connectivity to heteroge-
chestration. These functions can be separated or together
neous services such as mobile network and IoT. The core
in the same component of an orchestration framework.
network is the central part of a telecommunications net-
This decision depends on how the orchestrator was de-
work that connects local providers to each other. The
veloped.
aggregation network, in turn, connects the access network
to core network. The data center is the local where are
localized the computing and storage resources. 4.4.7. Standards Development Organization (SDO)
The infrastructure is formed by heterogeneous tech- Several Standards Development Organizations, includ-
nologies that may be owned by different infrastructure ing ETSI, MEF, IETF, and International Telecommuni-
providers. The network service orchestration in this en- cation Union (ITU), are actively working on a collection
vironment is a challenging task. The NSO must have a of standards in order to define reference architectures, pro-
view of resources and services since access network un- tocols, and interfaces in the scope of the orchestration do-
til the data center to deploy end-to-end network services. main. Besides, other organizations, academic, vendors and
Besides, it is also essential to provide consistent and con- industrial are working in parallel with diverse goals. The
tinuous service, independent of the underlying infrastruc- main efforts within standardization bodies will be outlined
ture [4]. next.
virtualized infrastructures. Since 2012, the group pro- accordance with VIM operational tasks.
vides pre-standardization studies, specification documents Currently, ETSI matures NFV in different areas, such
and Proof of Concepts (PoCs) in different areas, includ- as architecture, testing, evolution and ecosystem. Among
ing management and orchestration. NFVO takes a fun- ongoing topics approached, network slicing report, multi-
damental role in NFV-MANO functional components, as administrative domain support [41], [34], context-aware
defined in [38] realizing: policies, and multi-site services [48] highlight important
aspects of evolving the NFV architectural framework, in-
• the orchestration of infrastructure resources (includ- cluding possible new NSO functionalities. In the upcom-
ing multiple VIMs), fulfilling the Resource Orchestra- ing years, ETSI is expected to keep playing a driving role
tion functions represents a path towards realization of concepts built
• and the management of Network Services, fulfilling upon the recommendations/reports, as attested by open
the network service orchestration functions. source projects such as OPNFV and Open Source MANO
(OSM).
Logically composing ETSI NFVO, NSO stipulates gen-
eral workflows on network services (e.g., scaling, topol-
5.2. MEF
ogy/performance management, automation), which conse-
quently reach abstracted functionalities in other MANO Metro Ethernet Forum (MEF)’s Third Network [95] ap-
components – lifecycle management of VNFs in coordina- proaches NaaS comprising agility, assurance and orches-
tion with VNFM and the consume of NFVI resources in tration as its main characteristics to broach LSO in their
16
defined Carrier Ethernet 2.0. LSO, as a primer compo- capabilities to close the autonomic management loop: 1)
nent, provides network service lifecycle management when Supervision 2) Autonomic 3) Orchestration/Actuation.
approaching series of capabilities (e.g., control, perfor-
mance, analytics) towards fulfilling network service level 5.4. IETF
specifications. Metro Ethernet Forum (MEF)’s LSO pro-
Different working and research groups at IETF ad-
vides re-usable engineering specifications to realize end-
dress NSO from varying angles. Traffic Engineering Ar-
to-end automated and orchestrated connectivity services
chitecture and Signaling (TEAS) working group charac-
through common information models, open APIs, well-
terizes protocols, methods, interfaces, and mechanisms
defined interface profiles, and attaining detailed business
for centralized (e.g., PCE) and distributed path com-
process flows. Therefore, in LSO Service Providers orches-
putation (e.g., MPLS, GMPLS) of traffic engineered
trate connectivity across all internal and external domains
paths/tunnels delivering specific network metrics (e.g.,
from one or more network administrative domains.
throughput, latency). Application-based Network Oper-
A detailed LSO reference architecture [96] presents com-
ations (ABNO) [84] proposes modular a modular control
mon functional components and interfaces being exem-
architecture, standardized by IETF aggregating already
plified in comparison with ETSI NFV framework and
standard components, such as PCE to orchestrate con-
ONF SDN architecture. Internally, a Service Orches-
nectivity services. SFC Working Group (WG) defines a
tration Functionality provides to LSO coordinated end-
distributed architecture to enable network elements com-
to-end management and control of Layer 2 and Layer 3
pute NF forwarding graphs realizing overlay paths. The
Connectivity Services realizing lifecycle management sup-
list of protocols involved in NSO is by far not complete and
porting different capabilities. Besides, LSO defines APIs
many new extensions to existing protocols and new ones
for essential functions such as service ordering, configura-
are expected due to the broadening needs of interoperable
tion, fulfillment, assurance and billing. A recent example
network service orchestration solutions.
of MEF’s use case conceptualization presents an under-
standing of SD-WAN managed services in face of LSO
reference architecture [97]. Note that the LSO function- 5.5. NGMN
alities are similar to our NSO approach. Next Generation Mobile Networks (NGMN) in [102]
provides key requirements and high-level architecture prin-
5.3. TM Forum ciples of Network and Service Management including Or-
TeleManagement Forum (TM Forum) is a global asso- chestration for 5G. Based on a series of user stories (e.g.,
ciation for digital businesses (e.g., service providers, tele- slice creation, real-time provisioning, 5G end-to-end ser-
com operators, etc.) which provides industry best prac- vice management), the document establishes a common
tices, standards and proofs-of-concept for the operational set of requirements. Among them self-healing, scalabil-
management systems, also known as Operations Support ity, testing and automation, analysis, modeling, etc. Re-
Systems (OSSs). garding orchestration functionalities, the presented user
One of the biggest TM Forum achievements is the defini- stories introduce components (e.g., SDN controllers and
tion of a telecom business process (eTOM) and application ETSI NFVO), which execute actions to perform actors
(TAM) maps, including all activities related to an opera- goals. For instance, slice creation would be end-to-end ser-
tor, from the services design to the runtime operation, con- vice orchestration interpreting and translate service defini-
sidering assurance, charging, and billing of the customer, tions into a configuration of resources (virtualized or not)
among others. In order to accommodate the SDN/NFV needed for service fulfillment.
impacts, the TM Forum has created the Zero-Touch Or- As part of the initially envisioned 5G White Paper [100],
chestration, Operations and Management (ZOOM) pro- NGMN provided business models and use cases based
gram, which intends to build more dynamic support sys- on added values that 5G would bring for future mobile
tems, fostering service and business agility. networks. In general, SDN and NFV components are
As a related research project, SELFNET is, on one side, listed as enablers for operational sustainability that will
actively following and aligning its architecture definition drive cost/energy efficiency, flexibility and scalability, op-
with the TM Forum ZOOM and FMO recommendations. erations awareness, among other factors for simplified net-
Additionally, SELFNET, through one partner of the con- work deployment, operation, and management. Such tech-
sortium that is an active member of TM Forum, is also nology candidates highlight the importance of orchestra-
going to actively contribute to the ZOOM working group tion capabilities besides the evolution of radio access tech-
with respect to the impact that the NFV/SDN paradigm nologies towards 5G realization.
has on the OSS information model (CFS Customer Fac- In addition, the document [103] defines the requirements
ing Service, RFS Resource Facing Services, LR Logical necessary that characterize an End-to-End framework. It
Resources, PR Physical Resources). Besides the ZOOM considers three possible orchestration architecture: (i) Ver-
working group, SELFNET will also contribute to the FMO tical (Hierarchical), that involves processes that ranges
working group by participating in the next generation OSS from the business level to lower level resource instanti-
architecture, which includes the autonomic management ations, (ii) Federated, when the services are provisioned
17
over multiple operators networks or over various domains, orchestration is the defining characteristic of an SDN con-
and (iii) Hybrid (Federated and Vertical), that include troller. Orchestration is the selection of resources to satisfy
characteristics of both federated and vertical orchestra- service demands in an optimal way, where the available re-
tion. sources, the service demands, and the optimization criteria
are all subject to change”.
5.6. 3GPP Logically, ONF perceives the SDN controller jointly
Related to the ongoing specification “Study on man- overseeing service and resource-oriented models to orches-
agement and orchestration architecture of next generation trate network services through intents on a client-server
network and service” [1], 3GPP analyzes its existing ar- basis. From top-to-bottom, a service-oriented perspective
chitectural management mechanisms in contrast with next relates to invocation and management of a service-oriented
generation networks and services in order to recommend API to establish one or more service contexts and to ful-
enhancements, for instance, to support network opera- fill client’s requested service attributes. Such requirements
tional features (e.g., real-time, on-demand, automation) as guide the SDN controller in orchestrating and virtualiz-
evolution from Long Term Evolution (LTE) management. ing underlying resources to build mappings that satisfy
Among the item sets contained in the scope, the specifi- the network service abstraction and realization. While in
cation addresses: the scenario in which the applications a bottom-up view, a resource-oriented model consists of
are hosted close to the access network; end-to-end user SDN controller exposing underlying resource contexts so
services; and vertical applications, such as critical com- clients might query information and request services on top
munications. of them. In accordance, resource alterations might imply
Another ongoing specification, “Telecommunication in reallocation or exception handling of service behavior,
management; Study on management and orchestration of which might be contained in policies specified by client’s
network slicing for next generation network” [2], presents specific attributes in a service request.
comprehensive 3GPP views on network slicing associated Recursively, stacks of SDN controllers might coordinate
with automation, sharing, isolation/separation and related a hierarchy of network service requests into resource allo-
aspects of ETSI NFV MANO. In both documents, use cation according to their visibility and control of under-
cases and requirements cover single and multi-operator ser- lying technological and administrative network domains
vices taking into consideration performance, fault toler- (e.g., Cross Stratum Orchestration [107]). Thus, SDN
ance and configuration aspects. controllers might have North-South and/or East/West re-
lationships with each other. At last, a common ground for
5.7. OASIS orchestration concepts is published by ONF as “Orches-
tration: A More Holistic View” [108], elucidating consider-
Organization for the Advancement of Structured In- ations of its capabilities, among them, employing policy to
formation Standards (OASIS) standardizes Topology guide decisions and resources feedback, as well its analysis.
and Orchestration Specification for Cloud Applications
(TOSCA) focused on “Enhancing the portability and op- 5.9. ITU
erational management of cloud applications and services International Telecommunications Union (ITU) is the
across their entire lifecycle”. TOSCA Simple Profile in United Nations specialized agency for information and
YAML v1.0 was approved as standard in 2016 in a rapidly communication technologies (ICTs). It develops techni-
growing ecosystem of open source communities, vendors, cal standards that ensure networks and technologies seam-
researchers and cloud service providers. Currently, it is lessly interconnected. The Study Groups of ITUs Telecom-
in version 1.2 [114]. Looking forward, TOSCA Technical munication Standardization Sector (ITU-T) develops in-
Committee develops a Simple Profile for NFV [113] based ternational standards known as ITU-T Recommendations
on ETSI NFV recommendations. which act as defining elements in the global infrastructure
Logically, TOSCA allows the expressiveness of service of ICTs [72].
to resource mappings via flexible and compoundable data The ITU is working on the definition of the framework
structures, also providing methods for specifying work- and overall objectives of the future 5G systems, named
flows and, therefore, enable lifecycle management tasks. as IMT-2020 (International Mobile Telecommunications
In both Simple and NFV Profiles, TOSCA models service for 2020) systems [74]. The documentation is detailed in
behaviors defining components containing capabilities and Recommendation ITU-R M.2083-0. It describes potential
requirements, and relationships among them. TOSCA user and application trends, growth in traffic, technolog-
realizes a compliant model of conformance and interop- ical trends and spectrum implications aiming to provide
erability for NSOs, enhancing the portability of network guidelines on the telecommunications for 2020 and beyond.
services. Besides, the Study Group 13 of ITU-T is developing a re-
port on standards gap analysis [75] that describes the high-
5.8. ONF level view of the network architecture for IMT-2020 includ-
At ONF, the SDN architecture defines orchestration as ing requirements, gap analyses, and design principles of
TR-521 [108] states: “In the sense of feedback control, IMT-2020. Its objective is to give directions for developing
18
standards on network architecture in IMT-2020. In this re- The Unify architecture contains components in a hierar-
port also includes the study areas: end-to-end quality of chical composition enabling recursiveness. At the bottom,
service (QoS) framework, emerging network technologies, a set of Controller Adapters (CAs) interface technology-
mobile fronthaul and backhaul, and network softwariza- specific domains (e.g., optical, radio, data center) to ab-
tion. The report is based on the related works in ITU-R stract southbound APIs for a typical model of informa-
and other SDOs. tion to define software programmability over a network,
compute and storage elements, such as virtualized con-
tainer, SDN optical controller and OpenStack. Overseeing
6. Research Projects CAs, Resource Orchestrators (ROs) define ways to manage
the abstracted components of technology-domains specifi-
This section presents an overview of relevant NSO re-
cally. For instance, while an RO for a SDN controller or-
search projects and positions our taxonomy accordingly as
chestrates network flows (e.g., allocating bandwidth and
summarized in Table 3, providing a single vision of their
latency), an RO for a cloud orchestrator would be con-
scope and status. The following subsections are identified
cerned more over orchestrate network jointly with compute
by project name and its duration.
and storage resources (e.g., allocating memory and disk).
Moreover, managing one or more ROs, a global orches-
6.1. T-NOVA (2014/01-2016/12) trator performs network service orchestration in multiple
The focus of the FP7 T-NOVA project [54] is to de- technological domains, understanding the service decom-
sign and implement an integrated management architec- position and outsourcing specific tasks to ROs.
ture for the automated provision, configuration, monitor- Altogether, Unify presents a common model of infor-
ing and optimization of network connectivity and Net- mation to interconnect different technological domains,
work Functions as a Service (NFaaS). Such architecture CAs, ROs and global orchestrator. Such YANG model
includes: (i) a micro-service based on NFV orchestration was named Virtualizer, and logically defined configura-
platform–called TeNOR [122], (ii) an infrastructure visu- tions following the NETCONF protocol. Different demos
alization and management environment and (iii) an NFV showcasing joint orchestration of computing and network
Marketplace where a set of network services and func- resources were presented, using the open source orches-
tions can be created and published by service providers trator ESCAPE,5 for instance, modeling VNFs over data
and, subsequently, acquired and instantiated on-demand centers interconnected via an SDN enabled network do-
by customers or others providers. main.
In the T-NOVA architecture, TeNOR is the highest- Following the ONF SDN architecture, Unify demon-
level infrastructure management entity that supports strated methods to apply recursiveness across its func-
multi-pop/multi-administration domain, transport net- tional components in order to decompose network services
work (i.e.MPLS, Optical, Carrier Ethernet, etc.) manage- to technological-specific domains.
ment between POPs, and data center cloud assets. The
TeNOR Orchestrator is split into two elements: (i) Net- 6.3. 5GEx (03/2015-03/2018)
work Service Orchestrator that manages the Network Ser- The 5GEx project aims agile exchange mechanisms for
vice lifecycle, and (ii) Virtualized Resource Orchestrator contracting, invoking and settling for the wholesale con-
that orchestrates the underlying computing and network sumption of resources and virtual network service across
resources [85]. administrative domains. Formed by a consortium of ven-
T-NOVA leverages cloud management architectures for dors, operators, and universities, 5GEx allows end-to-end
the provision of resources (compute and storage) and ex- network and service elements to mix in multi-vendor, het-
tends SDN for efficient management of the network infras- erogeneous technology and resource environments. In such
tructure [53]. Its architecture is based on concepts from way, the project targets business relationships among ad-
ETSI NFV model and expands it with a marketplace layer ministrative domains, including possible external service
and specific add-on features. All softwares produced in the providers without physical infrastructure resources.
project are available as open source at github3 . Architecturally, 5GEx addresses business-to-business
(B2B) and business-to-customer (B2C) relationships
6.2. UNIFY (2013/11-2016/04) across multi-administrative domain orchestrator that
The FP7 Unify4 project dedicated to approaching mul- might interface different technological domains. Basically,
tiple technology domains to orchestrate joint network ser- 5GEx extends ETSI NFV MANO architecture with new
vices concerning compute, storage and networking. The functional components and interfaces. Among its main
primary focus set flexibility as its core concern, especially components, the project defines modules for: topology ab-
to bring methods to automate and verify network services. straction; topology distribution; resource repository; SLA
manager; policy database; resource monitoring; service
3 https://github.com/T-NOVA
4 http://www.fp7-unify.eu/ 5 https://github.com/hsnlab/escape
19
catalog; and an inter-provider NFVO. 5GEx currently uti- additional concepts extended to the satellite communica-
lizes outcome resources mostly from projects Unify and tion domains and network service orchestration deployed
T-NOVA, especially joining their open source components across different administrative domains. This architecture
into already prototyped demonstrations. includes, among other, functional entities (NFVO, VNFM,
SO, Federation Layer) for the provision and management
6.4. SONATA (07/2015-12/2017) of the NS lifecycle. In addition, a physical network infras-
With 15 partners representing the telecommunication tructure block with virtualization support includes SDN
operators, service providers, academic institutes (among and non-SDN (legacy) based network elements for flexible
others), the Service Programming and Orchestration for and scalable infrastructure management.
Virtualised Software Networks (SONATA) project [20] Implementing the relevant parts of the VITAL architec-
targets to address two significant technological challenges ture, X–MANO [55] is a cross-domain network service or-
envisioned for 5G networks: (i) flexible programmability chestration framework. It supports different orchestration
and (ii) deployment optimization of software networks for architectures such as hierarchical, cascading and peer-to-
complex services/applications. To do so, SONATA pro- peer. Moreover, it introduces an information model and
vides an integrated development and operational process a programmable network service in order to enable con-
for supporting network function chaining and orchestra- fidentiality and network service lifecycle programmability,
tion [82]. respectively.
The major components of the SONATA architecture
consist of two parts: (i) the SONATA Software Develop- 6.6. 5G-Transformer (06/2017-11/2019)
ment Kit (SDK) that supports functionalities and tools for
the development and validation of VNFs and NS and (ii) The 5G-Transformer Project [65] consists of a group
the SONATA Service Platform, which offers the function- of 18 companies including mobile operators, vendors, and
alities to orchestrate and manage network services dur- universities. The objective of the project is to transform
ing their lifecycles with a MANO framework and interact currents mobile transport network into a Mobile Transport
with the underlying virtual infrastructure through Virtual and Computing Platform (MTP) based on SDN, NFV, or-
Infrastructure Managers (VIM) and WAN Infrastructure chestration, and analytics, which brings the Network Slic-
Managers (WIM) [27]. ing paradigm into mobile transport networks. The project
The project describes the use cases envisioned for the will support a variety of vertical industries use cases such
SONATA framework and the requirements extracted from as automotive, healthcare, and media/entertainment.
them. These use cases encompass a wide range of network Likewise, 5G-Transformer defines three new components
services including NFVIaaS, VNFaaS, vCDN, and per- to the proposed architecture: (i) vertical slicer as a logical
sonal security. One of the use cases consists of hierarchical entry point to create network slices, (ii) Service Orches-
service providers simulating one multi-domain scenario. In trator for end-to-end service orchestration and computing
this scenario, Service Programming and Orchestration for resources, and (iii) Mobile Transport and Computing Plat-
Virtualised Software Networks (SONATA) does not ad- form for integrate fronthaul and backhaul networks. The
dress the business aspects only the technical approaches Service Orchestrator is the main decision point of the sys-
are in scope. SONATA intends to cover aspects in the tem. It interacts with others SOs to the end-to-end ser-
cloud, SDN and NFV domains [133]. vice (de)composition of virtual resources and orchestrates
Moreover, the project proposes to interact and manage the resources even across multiple administrative domains.
with not only VNFs also support legacy [134]. Besides, Its function is similar to our definition of NSO. Internally
it describes technical requirements for integrating network the components of the architecture are organized hierar-
slicing in the SONATA platform. The SONATA frame- chically, but the end-to-end orchestration of services across
work complies with the ETSI NFV-MANO reference ar- multiple domains occurs in a distributed way.
chitecture [134]. The results of the project are shared with The project is in its second year with some outcomes.
the community through a public repository. Parts of all the results produced in the project will be pub-
lished as open source. The proposed solutions are aligned
6.5. VITAL (02/2015-07/2017) with standards developed by 3GPP and ETSI [66].
The H2020 VITAL project [120] addresses the integra-
tion of Terrestrial and Satellite networks through the ap- 6.7. Other Research Efforts
plicability of two key technologies such as SDN and NFV.
The main VITAL outcomes are (i) the virtualization and Further architectural proposals and research contribu-
abstraction of satellite network functions and (ii) support- tions can be found in the recent literature.
ing Multi-domain service/resource orchestration capabil- Recent research works have addressed the definition of
ities for a hybrid combination of satellite and terrestrial NFV/SDN architectures. Vilalta et al. [145] present and
networks [119]. NFV/SDN architecture for delivery of 5G services across
The VITAL overall architecture is in line with the prin- multi technological and administrative domains. The so-
cipal directions established by ETSI ISG NFV [36], with lution is different from the NFV reference architecture. It
20
Table 3: Summary of research projects related to NSO
consists of four main functional blocks: Virtualized Func- 7. Enabling Technologies and Solutions
tions Orchestrator (VF-O), SDN IT and Network Orches-
trator, Cloud/Fog Orchestrator and SDN Orchestrator. Some of the existing orchestrating solutions are just tied
The VF-O is the main component orchestrating general- to a specific networking environment, and moreover, some
ized virtualized functions such as NFV and IoT. Giotis et of them can orchestrate an only limited number of ser-
al. [61] propose a modular architecture that enables policy- vices [87]. In this section, an overview of main orchestra-
based management of Virtualized Network Functions. The tion frameworks is presented, including open source, pro-
proposed architecture can handle the lifecycle of VNFs posed and commercial solutions. The projects cover dif-
and instantiate applications as service chains. The work ferent technologies and domains. The Table 4 summarizes
also offers an Information Model towards map the VNF the main characteristics of each open source projects with
functions and capabilities. respect to leader entities, resource domains, scope NFV-
MANO, VNF definition, Management Interface, and cov-
erage area (single/multi-domain).
The work in [24] proposes a novel network slicing man-
agement and orchestration framework. The proposed 7.1. Open Source Solutions
framework automates service network design, deployment, Open Source Foundations such as the Apache Founda-
configuration, activation, and lifecycle management in a tion and the Linux Foundation are increasingly becom-
multi-domain environment. It can manage resources of ing the hosting entities for large collaborative open source
the same type such as NFV, SDN and Physical Network projects in the area of networking. The most important
Function (PNF), belonging to different organizational do- projects are ONOS, Central Office Re-architected as a
mains and belonging to the same network domain such as Datacenter (CORD), Open Daylight, OPNFV and, re-
access, core, and transport. cently, ONAP, formed by the merger of Open-Orchestrator
21
(Open-O) and ECOMP. All the projects are important to API of the Service Layer. It then sends the requested Ser-
create a well-defined platform for service orchestration. vice Function Chains to the Orchestration Layer to map
Note that to 5G network, standardization and open the service components to its global resource view. As a
source are essential for fast innovation. Vendors, oper- final step, the calculated service parts are sent to the cor-
ators, and communities are betting on open source so- responding local orchestrators towards instantiating the
lutions. Even so, existing solutions are still not mature service.
enough, and advanced network service orchestration plat-
forms are missing [83]. 7.1.3. Gohan
In early 2016, the Linux Foundation formed the Open- NTT’s Gohan [104] is a MANO-related initiative for
O Project to develop the first open source software frame- SDN and NFV orchestration. The Gohan architecture
work and orchestrator for agile operations of SDN and is based on micro-services (just as the TeNOR implemen-
NFV. ONOS is also developing an orchestration plat- tation) within a single unified process in order to keep
form for the CORD project to provide Anything as a the system architecture and deployment model simple. A
Service (XaaS) exploiting SDN, micro-services and dis- Gohan service definition uses a JSON schema (both defi-
aggregation using open source software and commodity nition and configuration of resources). With this schema,
hardware [5]. Gohan delivers a called schema-driven service deployment,
Many open source initiatives towards network service and it includes REST-based API server, database back-
orchestration are being deployed and this including oper- end, command line interface (CLI), and web user-interface
ators, VNF vendors and integrators. However, these are (WebUI). Finally, a couple of applicable use cases for the
still in the early stages. We describe next some of these NTT’s Gohan include to use it (i) in the Service Catalog
initiatives. and Orchestration Layer on top of Cloud services and (ii)
as a kind of NFV MANO which manages both Cloud VIM
7.1.1. Cloudify and legacy network devices.
Cloudify [60] is an orchestration-centric framework for
cloud orchestration focusing on optimization NFV or- 7.1.4. ONAP
chestration and management. It provides a NFVO and Under the Linux Foundation banner, Open Network Au-
Generic-VNFM in the context of the ETSI NFV, and tomation Platform (ONAP) [51] resulted from the union
can interact with different VIMs, containers, and non- of two open source MANO initiatives (OPEN-O [91] and
virtualized devices and infrastructures. Cloudify is aligned OpenECOMP [8]). The ONAP software platform deploys
with the MANO reference architecture but not fully com- a unified architecture and implementation, with robust
pliant. capabilities for the design, creation, orchestration, mon-
Besides, Cloudify provides full end-to-end lifecycle itoring and lifecycle management of physical and virtual
of NFV orchestration through a simple TOSCA-based network functions [52]. Also, the ONAP functionalities
blueprint following a model-driven and application-centric are expected to address automated deployment and man-
approach. It includes Agile Reference Implementation of agement and policies optimization through an intelligent
Automation (ARIA) as its core orchestration engine pro- operation of network resource using big data and Artificial
viding advanced management and ongoing automation. Intelligent (AI) [25].
In order to help contribute to open source NFV-MANO ONAP is currently being supported and pushed by
adoption, Cloudify engages in and sponsors diverse NFV largest network and cloud operators and technology
projects and standards organizations, such as TOSCA providers around the world [18]. Therefore, ONAP can be
specification, ARIA, Open Network Automation Platform used to design, develop, and implement dynamic network
(ONAP) and the NATO’s DCIS Cube architecture [17]. services across service provider’s network and/or within its
own cloud.
7.1.2. ESCAPE
Based on the architecture proposed by EU FP7 UNIFY 7.1.5. Open Baton
project [143], ESCAPE (Extensible Service ChAin Proto- Built by the Fraunhofer Fokus Institute and the Techni-
typing Environment) is an NFV proof of concept frame- cal University of Berlin, Open Baton [56] is an open source
work which supports three main layers of the UNIFY ar- reference implementation of the NFVO based on the ETSI
chitecture: (i) service layer, (ii) orchestrator layer and, (iii) NFV MANO specification and the TOSCA Standard. It
infrastructure layer [23]. It can operate as a Multi-domain allows it to be a vendor-independent platform (i.e., inter-
orchestrator for different technological domains, as well as operable with different vendor solutions) and easily exten-
different administrative domains. ESCAPE also supports sible (at every level) for supporting new functionalities and
remote domain management (recursive orchestration), and existing platforms.
it operates on joint resource abstraction models (networks The current Open Baton release 4 includes many dif-
and clouds) [136]. ferent features and components for building a complete
In the current implementation of the process flow in ES- environment fully compliant with the NFV specification.
CAPE, it receives a specific service request on its REST Among the most important are: (i) a NFVO (exposing
22
TOSCA APIs) , (ii) a generic VNFM and Juju VNFM, are divided. Another limitation is that it just works in
(iii) a marketplace integrated within the Open Baton dash- single domain environments.
board, (iv) an Autoscaling and Fault Management System
and (v) a powerful event engine for the dispatching of life- 7.1.8. TeNOR
cycle events execution. Developed by the T-NOVA project [54], the main focus
Finally, Open Baton is included as a supporting project of this Multitenant/Multi NFVI-PoP orchestration plat-
in the project named Orchestra6 . This OPNFV initiative form is to manage the entire NS lifecycle service, optimiz-
seeks to integrate the Open Baton orchestration function- ing the networking and IT resources usage. TeNOR [122]
alities with existing OPNFV projects in order to execute presents an architecture based on a collection of loosely
testing scenarios (and provide feedbacks) without requir- coupled, collaborating services (also know as micro-service
ing any modifications in their projects. architecture) that ensure a modular operation of the sys-
tem. Micro-services are responsible for managing, pro-
7.1.6. Open Source MANO (OSM) viding and monitoring NS/VNFs, in addition to forcing
ETSI Open Source MANO [31] is an ETSI-hosted SLA agreements and determining required infrastructure
project to develop an Open Source NFV-MANO plat- resources to support an NS instance.
form aligned with ETSI NFV Information Models and Its architecture is split into two main components: Net-
that meets the requirements of production NFV net- work Service Orchestrator, responsible for NS lifecycle and
works. The project launched its fourth release [68] in associated tasks, and Virtualized Resource Orchestrator,
May 2018 and presented improvements in closedloop ca- responsible for the management of the underlying physi-
pabilities and modeling and networking logic. In addition, cal resources. To map the best available location in the
this release provides cloud native installation and a new infrastructure, TeNOR implements service mapping algo-
northbound interface, aligned with ETSI NFV specifica- rithms using NS and VNF descriptors. Both descriptors
tion SOL005 [46]. follow the TeNOR’s data model specifications that are a
The OSM architecture has a clear split of orchestra- derived and extended version of the ETSI NSD and VNFD
tion function between Resource Orchestrator and Service data model.
Orchestrator. It integrates open source software initia-
tives such as Riftware as Network Service Orchestrator and 7.1.9. X–MANO
GUI, OpenMANO as Resource Orchestrator (NFVO),
X–MANO [55] is an orchestration framework to coordi-
and Juju 7 Server as Configuration Manager (G-VNFM).
nate end-to-end network service delivery across different
The resource orchestrator supports both cloud and SDN
administrative domains.
environments. The service orchestrator provides VNF
X–MANO introduces components and interfaces to ad-
and NS lifecycle management and consumes open Informa-
dress several challenges and requirements for cross-domain
tion/Data Models, such as YANG. Its architecture covers
network service orchestration such as (i) business aspects
only a single administrative domain.
and architectural considerations, (ii) confidentiality, and
(iii) life-cycle management. In the former case, X–MANO
7.1.7. Tacker supports hierarchical, cascading and peer-to-peer archi-
Tacker [110] is an OpenStack project to build a generic tectural solutions by introducing a flexible, deployment-
VNFM and a NFVO to deploy network services and agnostic federation interface between different administra-
VNFs on a Cloud/NFV infrastructure platform (e.g., tive and technological domains. The confidentiality re-
OpenStack). Tacker is based on ETSI MANO architec- quirement is addressed by the introduction of a set of ab-
tural framework, which provides a functional stack to or- stractions (backed by a consistent information model) so
chestrate end-to-end network services using VNFs. that each domain advertises capabilities, resources, and
The NFVO is responsible for the high-level manage- VNFs without exposing details of implementation to ex-
ment of VNFs and managing resources in the VIM. The ternal entities. To address the multi-domain life-cycle
VNFM manages components that belongs to the same management requirement, X–MANO introduces the con-
VNF instance controlling the VNF lifecycle. The Tacker cept of programmable network service based on a domain
also does mapping to SFC (Service Function Chain) and specific scripting language to allow network service devel-
supports auto scaling and TOSCA NFV Profile (using opers to use a flexible programmable Multi-Domain Net-
heat-translator). work Service Descriptor (MDNS), so that network services
The tacker components are directly integrated into are deployed and managed in a customized way.
OpenStack and thus provides limited interoperability with
others VIMs. It combines the NFVO and VNFM into a
7.1.10. XOS
single element nevertheless, internally, the functionalities
Designed around the idea of Everything-as-a-Service
(XaaS), XOS [117] unifies SDN, NFV, and Cloud services
6 https://wiki.opnfv.org/display/PROJ/Orchestra (all running on commodity servers) under a single uniform
7 https://www.ubuntu.com/cloud/juju programming environment. The XOS software structures
23
is organized around three layers: (i) a Data Model (imple- program the capabilities, and a run-time execution envi-
mented in Django8 ) which records the logically centralized ronment to execute the logic programmed and lifecycle
state of the system, (ii) a set of Views (running on top of management. In essence, it plays the roles of the NFVO,
the Data Model) for customizing access to the XOS ser- Telco cloud orchestration, and end-to-end service.
vices and (iii) a Controller Framework (from-scratch pro- Ericsson offers some solutions in the scope of the cloud,
gram) is responsible for distributed state management. SDN and orchestration. One of them is the Erics-
XOS runs on the top of a mix of service controllers such son Network Manager [29] that provides a unified multi-
as data center cloud management systems (e.g., Open- layer, multi-domain (SDN, NFV, radio, transport and
Stack), SDN-based network controllers (e.g., ONOS), net- core) management systems and plays various roles such
work hypervisors (e.g., OpenVirtex), virtualized access as VNFM, network slicing, and network analytics.
services (e.g., CORD), etc. This collection of services con- Many of the products mentioned above are often exten-
trollers allows the mapping to XOS onto the ETSI NFV sions of proprietary platforms. There are few details pub-
Architecture playing the role of a VNFM. Using XOS as licly available, mostly marketing material. The list of com-
the VNFM facilitates unbundling the glsnfvo and enable mercial solutions is not exhaustive and will undoubtedly
to control both a set of EMs and the VIM [121]. become outdated. However, the overview should serve as a
glimpse of the expected rise of commercial NSO solutions
7.2. Commercial Solutions in the near future as enabling open source technologies and
The commercial orchestration solutions market is rising standards mature.
and will be formed by diverse types of companies including
new startups, service provider IT vendors, VNF vendors, 8. Challenges and research opportunities
and the traditional network equipment vendors [132].
Some software and hardware vendors already offer net- NSO promises to improve efficiency when instantiat-
work orchestration solutions. Below are presented the ma- ing (day 1) and operating (day 2) network services, but
jor commercial products that we consider as mature and the path ahead is not without challenges. This section
robust solutions. All information about the products was provides a discussion on the main challenges and research
got through the vendor’s site and technical reports. opportunities for NSO, including scalability, security, re-
Cisco offers a product named Network Services Orches- source modeling, performance, and interoperability.
trator enabled by Tail-f [16]. It is an orchestration plat-
form that provides lifecycle service automation for hybrid 8.1. Interoperability
networks (i.e., multi-vendors). Cisco NSO enables to de-
sign and deliver services faster and proposes an end-to-end Typically, operators infrastructures are organized in sev-
orchestration across multiple domains. The platform de- eral domains that differ in geographical locations, man-
ploys some management and orchestration functions such agement (e.g., legacy or SDN), administrative bound-
as NSO, Telco cloud orchestration, NFVO, and VNFM. aries, and technologies. One of the challenges for service
The Blue Planet SDN/NFV Orchestration platform [12] providers is to create and to manage services across unique
is a Ciena’s solution that provides an integration of orches- and proprietary interfaces, making integration and startup
tration, management and analytics capabilities. It aims difficult tasks to be achieved, as well as increasing the op-
to automate and virtualize network service across physi- erational costs.
cal and virtual domains. The platform supports multiple In this scenario, interoperability is essential to enable
use cases, including SD-WAN service orchestration, NFV- the deployment of end-to-end network services. Few end-
based service automation, and CORD orchestration. to-end services will be confined within the boundaries of a
Another commercial solution is the HPE Service Direc- single domain. They normally encompass a multi-domain
tor of the Hewlett Packard Enterprise. The product is orchestration environment composed of providers and ven-
a service orchestration OSS solution that manages end- dors with different incentives and business models [83].
to-end service and provides analytics-based planning and There is no consensus about how would be the exchanging
closed-loop automation using declarations-based service process between the multiple actors in deployment end-
model. It supports multi-vendor VNF, multi-VIM, vari- to-end network services. In fact, ETSI MANO archi-
ous OpenStack flavors, and multiple SDN controllers. tecture does not bring any provisioning for this kind of
The Oracle Communications Network Service Orches- exchange [37].
tration solution [111] orchestrates, automates, and opti- A number of orchestration solutions based on the ETSI
mizes VNF and network service lifecycle management by MANO architecture have emerged with the objective of
integrating with BSS/OSS, service portals, and orchestra- proposing a complete orchestration framework. Table 4
tors. It has two environments to deploy the network ser- shows notable solutions. Although the progress made by
vices: one design-time environment to design, define and ETSI in defining architecture and interfaces, each solution
uses a particular implementation and data model, which
makes interoperability difficult to achieve (cf. [69]). As
8 https://www.djangoproject.com/ a result, chaining network functions leveraging different
24
Table 4: Summary of Open Source NSO Implementations
Resource Domain MANO Interface Management Multiple
Solution Leader VNF Definition
Cloud SDN NFV Legacy NFVO VNFM VIM CLI API GUI Domains
solutions for a single network service deployment and op- On the other hand, the IETF SFC provides the abil-
eration is currently a very costly proposition regarding de- ity to define an ordered list of network services, or service
velopment efforts and time-to-market. functions (e.g., firewalls, load balancers, DPI) connecting
Standardization is a path to enable interoperability of them in a virtual chain. However, SFC does not describe
network services between operators and address limita- the underlying resource, since its primary focus is service
tions that arise in the deployment of services, as explained operation, apart from the forwarding topology. As op-
in Section 5. Another parallel track towards interoperabil- posed to ETSI, SFC scope covers multi-domain connec-
ity is a broad adoption of software components and broad tions.
agreements on APIs along data and information models Resource and service modeling in softwarized networks
fueled by re-usable open source artifacts. including multi-domain scenarios need further work. This
evolution will enable interoperability of network services
8.2. Resource and Service Modeling and the correct mapping between the high-level config-
uration and the underlying infrastructure. Currently, the
Network services need to be efficiently modeled towards interoperability among the diverse orchestration platforms
deploying resource requirements, configuration parame- does not exist.
ters, management policies, and performance metrics. Ser-
vice modeling will enable abstraction of resources and ca-
8.3. Network Service Lifecycle Management
pabilities of underlying layers. It simplifies the under-
standing of functions and provides a generic way to repre- Network service lifecycle consists in all process for de-
sent resource and service. ployment, execution, and termination of a network service.
However, it is a major challenge to translate higher-level The Network Service Lifecycle Management is fundamen-
policies, which are generated from the resource allocation tal to ensure the correct operation of the service.
and optimization mechanisms, into a lower level config- Nevertheless, the network services can have specific life-
uration. Templates and standards should be developed cycle management requirements. For example, an NS can
to guarantee automated and consistent translation [151]. use specific resources as Single Root I/O Virtualization
Besides, the standardization can enable the interoperabil- (SR-IOV) [26] and DPDK or need resources across vari-
ity and integration of network services templates and ad- ous domains. This type of requirements becomes harder
dresses limitations arising in the deployment of services in the service deployment.
heterogeneous landscape. One possible solution is service lifecycle automation. It
There are templates and data modeling languages for enables lifecycle management without human intervention.
Network Function Virtualization (NFV) and Network Ser- Automation can be obtained through heuristic algorithms
vice (NS) such as TOSCA, YANG, and HOT. In addition, and machine learning techniques. ONAP is working on
some organizations propose their approaches to the defini- new closed control loops (e.g., CLAMP - Closed Loop Au-
tion of Network Services, e.g., Open Baton and Gohan. tomation Management Platform)9 towards providing au-
ETSI NFV MANO proposes VNF and Network Ser- tomation, performance optimization and Service Lifecycle
vice descriptors as templates for the definition of functions Management, eventually leveraging network analytics and
and services. According to ETSI, NS is defined as a set machine learning assisted decisions. Nevertheless, many
of VNFs and/or PNFs interconnected by Virtual Links aspects of run-time (day 2) workflow modeling and im-
(VLs) and one or more VNF Forwarding Graph. plementation remain open, with TOSCA extensions and
On the other hand, ETSI NS specifies lowest level re- BPMN/BPML approaches [14] undergoing improvements
sources such as CPU, memory, and network, but it does to meet the needs of NSO-based lifecycle automation.
not extend the resource modeling and does not define a
data model to the descriptors [99]. Thus, its approach is
driven to single domain environment [59]. 9 https://github.com/onap/clamp
25
8.4. Performance and Service Assurance to the emergence of vertical industries such as Internet of
The changes that orchestration technology brings to the Things, Smart Cities, and Sensor Networks. In this sce-
telecommunication infrastructures make them increasingly nario, orchestration process requires the ability to handle
virtualized and software-based. So, performance is a con- the growth of networks and services to support the huge
stant challenge in a highly dynamic environment of virtual amount of connected nodes.
functions and services. In addition, the network services can be deployed over
This change reflects on enabling technologies. For in- different domains managed by third parties, infrastruc-
stance, the NFV should meet performance requirements ture covering large geographical space and diverse type
to support, in a standard server, the packet processing, of resources such as access, transport, and core networks.
including high I/O speed, fast transmission, and short de- This environment demands high scalability of the com-
lays [151]. The VNFs must achieve a performance com- ponents involved, including orchestrators, controllers, and
parable to specialized hardware. According to [98], some managers.
applications require specific capabilities, but virtualization Most current NSO use cases are just based on deploying
can degrade their performance. This generates a trade- a network service in a controlled scenario. Just a use case
off between performance and flexibility. However, recent is not able to check the scalability of the solution. In
advances in CPU and virtualization technologies are over- a production environment, the orchestrator is responsible
coming these challenges include DPDK [90] – libraries and for orchestrating millions of customers and services at the
drivers for fast packet processing, NetVM [70] – enabling same time. Hence, scalability is an important feature for
high bandwidth network functions to operate at near line NSO success.
speed, and ClickOS [94] – minimalist operating that sup- Some orchestration solutions mainly focus on central-
ports high throughput, low delay, and isolation. Likewise, ized solutions, which pose scalability issues. The works [5]
the document [39] of the ETSI provides a set of recommen- and [59] suggest different orchestrators involved in the or-
dations on the minimum requirements that the hardware chestration process of end-to-end network services, not be-
and virtualized layer should have to achieve high perfor- ing limited to a single orchestrator. However, there are
mance. several particularities on each layer that could be better
explored with specific orchestrators, instead of adopting a
Another question is performance monitoring coupled
global orchestrator approach. In this way, we argue that
with Network Services maintenance. Both require a global
the whole orchestration process can experience better re-
view of the resources and a unified control and optimiza-
sults if split among different actors (or orchestrators).
tion process with various optimization policies running in
A key challenge is therefore to develop an orchestration
it. The monitoring is required to avoid the violation of
process that is massively scalable. This process could in-
SLAs in the Service layer. In order to keep NS perfor-
volve one or more orchestrators, becoming open and flex-
mance, it is demanded that the system equally performs
ible enough to address future applications and enable the
in different layers. In multi-domain scenarios, this be-
integration with external components. The orchestration
comes more complex because it is necessary the exchange
must avoid the congestions and bottlenecks in the man-
of information and resources between different organiza-
agement and orchestration plane to handle the requests
tions/domains [126]. VNF benchmarking [125] and NS
for network services.
chain profiling [118] coupled to NSO lifecycles and run-
time MANO resource allocation and management deci-
8.6. Security and Resiliency
sions are potential techniques towards service guarantees
Softwarized networks modify the way how services are
and SLA compliance.
deployed replacing the hardware-based network service
In addition, a better composition between the traffic for-
components with software-based solutions [27]. Through
warding and NF placement is required towards optimizing
technologies such as SDN and NFV, such network
the NS deployment. The first steps to provide service per-
can provide automation, programmability, and flexibility.
formance guarantees are to avoid heavily loaded service
Generally, it depends on centralized control, which leads
nodes and to identify bottleneck links. Algorithms and
to risks to security and resiliency [7]. Thus, new protec-
machine learning techniques can archive better results in
tion capabilities need to be put in place, including ad-
this composition.
vanced management capabilities such as authentication,
Thus, how to achieve high performance is an important
access control, and fault management.
problem in the research and development of NSO solu-
Security and resiliency must be considered both in de-
tions. Projects within the 5G Infrastructure Public Pri-
sign and operation stages of network services. Typically,
vate Partnership (5G-PPP) [28] are targeting enhanced
the services are deployed first, prior to any efforts regard-
performance towards better user experience.
ing security development. However, security must be a
mandatory issue, mainly in a highly connected and virtu-
8.5. Scalability alized environment.
Some studies assume that 5G network might connect 50 Service instantiation involves automated processes that
billion devices until 2020 [115], [49]. This growth is due add and delete network elements and functions without
26
human intervention. A critical problem is the addition of Acknowledgment
a malicious node that can perform attacks, catch valuable
information and even the disruption of the entire services. This research was supported by the Innovation Cen-
An essential requirement for a multi-domain orchestra- ter, Ericsson S.A., Brazil, grant UNI.62. The authors
tion platform is the capability to hide specific details of would also like to express their gratitude to review con-
each domain. This ensures privacy and confidentiality of tributions from David Moura, Lucian Beraldo, Nazrul
the domains, preserving capabilities and resources to an Islam, and Suneet Singh (in alphabetical order) funded
external component [55]. by the EU-Brazil NECOS project under grant agreement
no. 777067. The authors are thankful for any feed-
Resilience in main NSO components such as orchestra-
back to improve the work. Do not hesitate to contact
tors, controllers, and managers is also a critical problem
the authors and/or via github: https://github.com/intrig-
because it can impact directly in overall service operation.
unicamp/publications/tree/master/NSO-Survey.
Besides, open interfaces that support network programma-
bility and NSO components communication with other ex-
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