When a company decides to migrate its traditional WAN architecture to Software-Defined WAN, the thing that always comes first is to deploy the controllers. The next step is to migrate the main data centers and hub sites and lastly the remote sites such as campuses and branches.
The main idea for doing it in this sequence is to have the
hub sites route the traffic between the SD-WAN and non-SD-WAN sites for the
period of the migration. Of course, if it is a brand-new ground-up deployment,
the sequence does not matter that much.
Controllers Deployment Options
One of the main advantages of the Software-Defined WAN is that the controllers can be deployed in the public cloud. This can significantly reduce the CAPEX/OPEX costs and improve the overall availability and redundancy of the management plane/control plane. Compare this model to the scenario in which you have all controllers deployed on-premises. You need to accommodate rack space, power, cooling, physical servers, hypervisor, and virtual machines or containers. You have to manage redundancy and backups on your own. Using the cloud options, you can consume the management/control plane as IaaS (Infrastructure-as-a-Service) or even SaaS (Software-as-a-Service).
Cisco offers the following
options to customers to choose from:
- Cisco-hosted
cloud - The information that I have found regarding the
existing deployments shows that most customers (above 90%) opt for this
approach. This is also the vendor's recommended model because Cisco takes care
of provisioning all controllers, they handle the backup and disaster recovery.
The customer is basically consuming the SD-WAN control plane as a
Software-as-a-Service (SaaS) by using the vManage to create custom
configuration templates for their device and administer the overlay fabric.
- Public cloud -
The customer could decide to host the controllers in the public clouds such as
Azure and AWS. In this scenario, the controllers could be managed by a service
provider or by the customer.
- On-prem - Of course, the controllers can be deployed in the company's data centers or private clouds. In this scenario, the customer is responsible for backups and disaster recoveries. This is usually the case with financial and government institutions that must be compliant with regional regulators.
Once the controllers are up and
running, they must establish secure connections between them. As of now, there
are two options to choose from when it comes to the underlying secure protocol
- TLS which uses TCP transport, and DTLS which uses UDP transport. By default,
all controllers use the DTLS option.
If the SD-WAN is deployed in a
zero-trust environment, figure shows the Layer 4 information for all
permanent connections between the controllers. Note that each core on vManage
and vSmart makes a permanent DTLS connection to the vBond resulting in four
connections between vManage and vBond and two connections between vSmart and
vBond.
WAN Edge Routers
Onboarding
Secure onboarding of the WAN edge
devices is a very important part of the SD-WAN solution.
Identity and Whitelisting
- The Cisco SD-WAN solution uses a whitelisting model for authenticating and trusting the vEdge devices.
- This means that before a WAN edge router is allowed to join the control plane, it has to be known by all SD-WAN controllers beforehand.
- Each device is uniquely identified by its Chassis ID and certificate serial number.
Controllers reachability
- Once the SD-WAN controllers are deployed and have valid certificates, WAN edge routers can start the onboarding process.
- At this point, the most important thing is to make sure that the vEdge appliances have reachability to all controllers via all available transports.
- It sounds like an easy and straightforward step at first, but when you look more deeply into it, you can see that there are some decisions to be made.
- The Edge device tries to establish a control connection over each provisioned transport, first initiating one to the vBond orchestrator before attempting to connect to the other controllers.
- All available transports are tried one at a time, starting with the WAN connection to the lowest interface number.
- Let's look at the typical scenario where a remote site has one private MPLS circuit and one broadband Internet connection.
- The WAN edge device would try to connect to controllers over the Internet and the MPLS line.
- But if the controllers are deployed in a public cloud or any other 3rd part cloud, would the public IP addresses of the controllers be reachable over the MPLS circuit by default?
- I guess not, there is no MPLS service having all public prefixes redistributed into it.
- The MPLS has reachability to the public cloud by being routed through a data center or regional hub that has both transports. This method is shown on the left side of figure.
- The public routable IP addresses of the controllers are redistributed into the MPLS cloud, and the provider edge router advertises them to the vEdge. This method is shown on the right side of figure.
- It is possible to establish a control plane connection through the Internet connection only. The Edge would be able to join the SD-WAN fabric but would not have a control plane redundancy, so this approach is not recommended at all.
Onboarding process
Let's now put everything together and follow each step of the process of joining a WAN edge device to the overlay fabric. Let's say that for this example we are going to use a Viptela vEdge 1000.
- Step 0. IP Reachability - Upon bootup, the vEdge device obtains an IP address, default gateway, and DNS information via DHCP. If no DHCP service is available onsite, this information could be configured manually using CLI or using a configuration template.
- Step 1. Zero-Touch Provisioning - The WAN Edge router tries to reach the ZTP server by resolving the URL ztp.viptela.com and uses HTTPS to get information about the SD-WAN vBond orchestrator along with the organization name.
- Step 2. Authentication - The WAN edge device authenticates to the orchestrator with its root-certificate and serial number. If the authentication is successful, the vBond sends back the vManage and vSmart controller information.
- Step 3. Connection to the Management Plane - The Edge then establishes a secure connection to the vManage and downloads the configuration using NETCONF.
- Step 4. Connection to the Control Plane - If all previous steps are successful, the router establishes a secure connection to the vSmart controllers and joins the SD-WAN overlay fabric
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