Knowing Where to Look

If you haven’t found the tradeoffs, you haven’t looked hard enough. Something I say rather often—as Eyvonne would say, a “Russism.” Fair enough, and it’s easy enough to say “if you haven’t found the tradeoffs, you haven’t looked hard enough,” but what does it mean, exactly? How do you apply this to the everyday world of designing, deploying, operating, and troubleshooting networks?

Humans tend to extremes in their thoughts. In many cases, we end up considering everything a zero-sum game, where any gain on the part of someone else means an immediate and opposite loss on my part. In others, we end up thinking we are going to get a free lunch. The reality is there is no such thing as a free lunch, and while there are situations that are a zero-sum game, not all situations are. What we need is a way to “cut the middle” to realistically appraise each situation and realistically decide what the tradeoffs might be.

This is where the state/optimization/surface (SOS) model comes into play. You’ll find this model described in several of my books alongside some thoughts on complexity theory (see the second chapter here, for instance, or here), but I don’t spend a lot of time discussing how to apply this concept. The answer lies in the intersection between looking for tradeoffs and the SOS model.

TL;DR version: the SOS model tells you where you should look for tradeoffs.

Take the time-worn example of route aggregation, which improves the operation of a network by reducing the “blast radius” of changes in reachability. Combining aggregation with summarization (as is almost always the intent), it reduces the “blast radius” for changes in the network topology as well. The way aggregation and summarization reduce the “blast radius” is simple: if you define a failure domain as the set of devices which must somehow react to a change in the network (the correct way to define a failure domain, by the way), then aggregation and summarization reduce the failure domain by hiding changes in one part of the network from devices in some other part of the network.

Note: the depth of the failure domain is relevant, as well, but not often discussed; this is related to the depth of an interaction surface, but since this is merely a blog post . . .

According to SOS, route aggregation (and topology summarization) is a form of abstraction, which means it is a way of controlling state. If we control state, we should see a corresponding tradeoff in interaction surfaces, and a corresponding tradeoff in some form of optimization. Given these two pointers, we can search for your tradeoffs. Let’s start with interaction surfaces.

Observe aggregation is normally manually configured; this is an interaction surface. The human-to-device interaction surface now needs to account for the additional work of designing, configuring, maintaining, and troubleshooting around aggregation—these things add complexity to the network. Further, the routing protocol must also be designed to support aggregation and summarization, so the design of the protocol must also be more complex. This added complexity is often going to come in the form of . . . additional interaction surfaces, such as the not-to-stubby external conversion to a standard external in OSPF, or something similar.

Now let’s consider optimization. Controlling failure domains allows you to build larger, more stable networks—this is an increase in optimization. At the same time, aggregation removes information from the control plane, which can cause some traffic to take a suboptimal path (if you want examples of this, look at the books referenced above). Traffic taking a suboptimal path is a decrease in optimization. Finally, building larger networks means you are also building a more complex network—so we can see the increase in complexity here, as well.

Experience is often useful in helping you have more specific places to look for these sorts of things, of course. If you understand the underlying problems and solutions (hint, hint), you will know where to look more quickly. If you understand common implementations and the weak points of each of those implementations, you will be able to quickly pinpoint an implementation’s weak points. History might not repeat itself, but it certainly rhymes.

I have spent many years building networks, protocols, and software. I have never found a situation where the SOS model, combined with a solid knowledge of the underlying problems and solutions (or perhaps technologies and implementations used to solve these problems) have led me astray in being able to quickly find the tradeoffs so I could see, and then analyze, them.

Is it Money, Flexibility, or… ??

Raise your hand if you think moving to platform as a service or infrastructure as a service is all about saving money. Raise it if you think moving to “the cloud” is all about increasing business agility and flexibility.

Put your hand down. You’re wrong.

Before going any further, let me clarify things a bit. You’ll notice I did not say software as a service above—for good reason. Move email to the cloud? Why not? Word processing? Sure, word processing is (relatively) a commodity service (though I’m always amazed at the number of people who say “word processor x stinks,” opting to learn complex command sets to “solve the problem,” without first consulting a user manual to see if they can customize “word processor x” to meet their needs).

What about supporting business-specific, or business-critical, applications? You know, the ones you’ve hired in-house developers to create and curate?

Will you save money by moving these applications to a platform as a service? There is, of course, some efficiency to be gained. It is cheaper for a large-scale manufacturer of potato chips to make a bag of chips than for you to cook them in your own home. They have access to specialized slicers, fryers, chemists, and even special potatoes (with more starch than the ones you can buy in a grocery store). Does this necessarily mean that buying potato chips in a bag is always cheaper? In other words, does the manufacturer pass all these savings on to you, the consumer? To ask the question is to know the answer.

And once you’ve turned making all your potato chips over to the professionals, getting rid of the equipment needed to make them, and letting the skill of making good potato chips atrophy, what is going to happen to the price? Yep, thought so.

This is not to say cost is not a factor. Rather, the cost of supporting customized applications on the cloud or local infrastructure needs to be evaluated on a case-by-case basis—either might be cheaper than the other, and the cost of both will change over time.
Does using the cloud afford you more business flexibility? Sometimes, yes. And sometimes, no. Again, the flexibility benefit normally comes from “business agnostic” kinds of flexibility. The kind of flexibility you need to run your business efficiently may, or may not, be the same as the majority of other business. Moving your business to another cloud provider is not always as simple as it initially seems.

The cost and flexibility benefit come from relatively customer-agnostic parts of the business models. To that extent, you rely more on them than they rely on you. Yes, you can vote with your feet if the mickey is taken, but if we’re honest, this kind of supply is almost as inelastic as your old IT service deal. There are few realistic options for supply at scale, and the act of reversing out of a big contract, selecting a new supplier, and making the operational switch can bleed any foreseeable benefits out of a change—something all parties in the procurement process know too well.

So… saving money is sometimes a real reason to outsource things. In some situations, flexibility or agility is going to be a factor. But… there is a third factor I have not mentioned yet—probably the most important, but almost never discussed. Risk aversion.

Let’s be honest. For the last twenty years we network engineers have specialized in building extremely complex systems and formulating the excuses required when things don’t go right. We’ve specialized in saying “yes” to every requirement (or even wish) because we think that by saying “yes” we will become indispensable. Rather than building platforms on which the business can operate, we’ve built artisanal, complex, pets that must be handled carefully lest they turn into beasts that devour time and money. You know, like the person who tries to replicate store-bought chips by purchasing expensive fryers and potatoes, and ends up just making a mess out of the kitchen?

If you want to fully understand your infrastructure, and the real risk of complexity, you need to ask about risk, money, and flexibility—all three. When designing a network, or modifying things to deploy a new service onto an existing network, you need to think about risk as well as cost and flexibility.

How do you manage risk? Sarah Clarke, in the article I quoted above, gives us a few places to start (which I’ve modified to fit the network engineering world). First, ask the question about risk. Don’t just ask “how much money is this going to cost or save,” ask “what risk is being averted or managed here?” You can’t ever think the problem through if you don’t ever ask the question. Second, ask about how you are going to assess the solution against risk, money, and flexibility. How will you know if moving in a particular direction worked? Third, build out clear demarcation points. This is both about the modules within the system as well as responsibilities.

Finally, have an escalation plan. Know what you are going to do when things go wrong, and when you are going to do it. Think about how you can back out of a situation entirely. What are the alternatives? What does it take to get there? You can’t really “unmake” decisions, but you can come to a point where you realize you need to make a different decision. Know what that point is, and at least have the information on hand to know what decision you should make when you get there.

But first, ask the question. Risk aversion drives many more decisions than you might think.

The Hedge 17: Michael Natkin and Strong Opinions Loosely Held

According to Michael Natkin, “in the tech industry, with our motto of “strong opinions, loosely held” (also known as “strong opinions, weakly held”), we’ve glorified overconfidence.” Michael joins Tom Ammon and Russ White to discuss the culture of overconfidence, and how it impacts the field of information technology.

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Obfuscating Complexity Considered Harmful

If you are looking for a good resolution for 2020 still (I know, it’s a bit late), you can’t go wrong with this one: this year, I will focus on making the networks and products I work on truly simpler. Now, before you pull Tom’s take out on me—

There are those that would say that what we’re doing is just hiding the complexity behind another layer of abstraction, which is a favorite saying of Russ White. I’d argue that we’re not hiding the complexity as much as we’re putting it back where it belongs – out of sight. We don’t need the added complexity for most operations.

Three things: First, complex solutions are always required for hard problems. If you’ve ever listened to me talk about complexity, you’ve probably seen this quote on a slide someplace—

[C]omplexity is most succinctly discussed in terms of functionality and its robustness. Specifically, we argue that complexity in highly organized systems arises primarily from design strategies intended to create robustness to uncertainty in their environments and component parts.

You cannot solve hard problems—complex problems—without complex solutions. In fact, a lot of the complexity we run into in our everyday lives is a result of saying “this is too complex, I’m going to build something simpler.” (here I’m thinking of a blog post I read last year that said “when we were building containers, we looked at routing and realized how complex it was… so we invented something simpler… which, of course, turned out to be more complex than dynamic routing!)

Second, abstraction can be used the right way to manage complexity, and it can be used the wrong way to obfuscate or mask complexity. The second great source of complexity and system failure in our world is we don’t abstract complexity so much as we obfuscate it.

Third, abstraction is not a zero-sum game. If you haven’t found the tradeoffs, you haven’t looked hard enough. This is something expressed through the state/optimization/surface triangle, which you should know at this point.

Returning to the top of this post, the point is this: Using abstraction to manage complexity is fine. Obfuscation of complexity is not. Papering over complexity “just because I can” never solves the problem, any more than sweeping dirt under the rug, or papering over the old paint without bothering to fix the wall first.

We need to go beyond just figuring out how to make the user interface simpler, more “intent-driven,” automated, or whatever it is. We need to think of the network as a system, rather than as a collection of bits and bobs that we’ve thrown together across the years. We need to think about the modules horizontally and vertically, think about how they interact, understand how each piece works, understand how each abstraction leaks, and be able to ask hard questions.

For each module, we need to understand how things work well enough to ask is this the right place to divide these two modules? We should be willing to rethink our abstraction lines, the placement of modules, and how things fit together. Sometimes moving an abstraction point around can greatly simplify a design while increasing optimal behavior. Other times it’s worth it to reduce optimization to build a simpler mouse trap. But you cannot know the answer to this question until you ask it. If you’re sweeping complexity under the rug because… well, that’s where it belongs… then you are doing yourself and the organization you work for a disfavor, plain and simple. Whatever you sweep under the rug of obfuscation will grow and multiply. You don’t want to be around when it crawls back out from under that rug.

For each module, we need to learn how to ask is this the right level and kind of abstraction? We need to learn to ask does the set of functions this module is doing really “hang together,” or is this just a bunch of cruft no-one could figure out what to do with, so they shoved it all in a black box and called it done?

Above all, we need to learn to look at the network as a system. I’ve been harping on this for so long, and yet I still don’t think people understand what I am saying a lot of times. So I guess I’ll just have to keep saying it. 😊

The problems networks are designed to solve are hard—therefore, networks are going to be complex. You cannot eliminate complexity, but you can learn to minimize and control it. Abstraction within a well-thought-out system is a valid and useful way to control complexity and understanding how and where to create modules at the edges of which abstraction can take place is a valid and useful way of controlling complexity.

Don’t obfuscate. Think systemically, think about the tradeoffs, and abstract wisely.