FreeCalypso > hg > themwi-smsc
annotate doc/Arch-design @ 1:c4f8a32af088
doc/Arch-design: continuing
author | Mychaela Falconia <falcon@freecalypso.org> |
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date | Wed, 20 Dec 2023 09:27:05 +0000 |
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1 Themyscira Wireless SMSC implementation |
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2 Architectural design specification |
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3 |
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4 1. Purpose and scope of the software |
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5 |
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6 The purpose of the present software project is to facilitate store-and-forward |
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7 SMS exchange among the following parties: |
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8 |
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9 * Locally owned mobile telephone numbers (LOMTNs) that belong to Themyscira |
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10 Wireless, with Short Message Service accessed either via the local GSM network |
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11 (Osmocom-based) or via direct command line access to the SMSC; |
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12 |
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13 * The outside world: the total set of all SMS-capable E.164 telephone numbers |
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14 in the world, with whom our users must be able to freely exchange SMS just |
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15 like users of any other cellular phone carrier in USA; |
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16 |
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17 * USA-specific 5-digit and 6-digit short codes: these services aren't accessible |
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18 from anywhere in the world, only from USA (each country has its own services |
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19 of this type), but because we are located in USA, we must provide the same |
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20 access to public services as any other cellular phone carrier; |
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21 |
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22 * Any downstream parties who enter into an interconnection agreement with ThemWi |
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23 for the purpose of sharing our SMS uplink to the outside world. |
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24 |
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25 1.1. NANP specifics |
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26 |
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27 The design of our SMSC makes the following assumptions that are specific to |
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28 North American Numbering Plan: |
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29 |
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30 * All LOMTNs and all downstream peer MTNs are expected to be NANP numbers; |
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31 any/all SMS source or destination numbers in country codes other than +1 are |
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32 treated as belonging in the Outside World, accessible only via the SMPP |
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33 "uplink" connection to our upstream SMS connectivity provider. |
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34 |
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35 * The set of SMS destination numbers that can be sent to the upstream includes |
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36 not only non-NANP and not-locally-known NANP E.164 numbers, but also any/all |
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37 SMS short codes in USA-specific NXXXX or NXXXXX format. |
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38 |
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39 * In the case of Mobile-Originated SMS from the local GSM network, if the |
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40 user-entered destination number is not explicitly international (TON=1) and |
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41 does not fit the format of a USA SMS short code, other USA-customary dialing |
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42 formats are supported, as in 10-digit NPANXXXXXX or 11-digit 1NPANXXXXXX |
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43 without '+' prefix. |
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44 |
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45 themwi-nanp software package is a strict dependency for themwi-smsc: themwi-nanp |
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46 utilities must be used to manage the database of locally owned NANP numbers, |
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47 and the present software uses themwi-nanp libraries to access that database. |
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48 |
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49 1.2. Hierarchical arrangement of upstream and downstream peers |
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50 |
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51 The telecom landscape in USA is such that anyone can obtain 10-digit telephone |
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52 numbers (TNs) very easily and very cheaply, but making them SMS-capable (able |
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53 to function as Mobile Telephone Numbers or MTNs) is much more difficult. |
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54 Suitably equipped providers such as Bandwidth.com are generally unwilling to |
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55 provide service directly to small customers, and we (Themyscira Wireless team) |
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56 were able to find only one company (Sopranica Telecom) who buys P2P SMS |
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57 interconnection service from Bandwidth and was willing to resell to us. |
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58 |
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59 Suppose that many different ultra-small parties wish to set up their own indie |
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60 GSM networks in different parts of USA. Each of these tiny fiefdoms can serve |
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61 as its own administration and get its own TNs from a provider such as BulkVS. |
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62 How would all of these tiny fiefdoms then add SMS capability? The feedback we |
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63 got from Sopranica is that asking them to set up a sub-account on their |
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64 Bandwidth service for each microfiefdom would be too much work - hence San Diego |
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65 2G Association (the primary instance of Themyscira Wireless) will need to serve |
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66 as a third-level reseller, getting Bandwidth SMS interconnection service from |
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67 Sopranica and then further subletting it to other microfiefdoms. |
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68 |
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69 Vertical hierarchy support in ThemWi-SMSC is designed to support the just- |
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70 described use case. Each SMSC instance has a set of locally owned mobile TNs |
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71 (LOMTNs, owned by the local fiefdom operating this SMSC instance), a single |
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72 upstream SMPP link pointing up the hierarchy tree (toward the Outside World) |
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73 and any number of downstream SMPP links to downstream peers. The total set of |
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74 phone numbers known to each SMSC instance is its own local set (themwi-nanp |
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75 database of locally owned TNs) plus the set of numbers assigned to downstream |
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76 peers - all other E.164 numbers everywhere in the world (plus all non-E.164 USA |
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77 SMS short codes) belong in the Outside World and are sent to the "uplink" |
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78 connection. Messages are then routed as follows: |
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79 |
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80 * Any SM originating from a local GSM subscriber can go to another GSM |
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81 subscriber, to a known downstream peer or to the Outside World. |
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82 |
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83 * Any SM that are injected directly into the SMSC from local shell access are |
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84 treated the same way as Mobile-Originated SMS from local GSM users - hence |
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85 this mechanism can be used to send SMS to the local GSM network or to the |
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86 Outside World. |
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87 |
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88 * Any SM coming from the uplink connection can be addressing a local GSM |
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89 subscriber or a downstream peer - but either way it must be a number known |
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90 to this SMSC, otherwise something is badly misconfigured somewhere. |
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91 |
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92 * Any SM coming from a downlink connection can go to a local GSM subscriber, to |
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93 a different downstream peer or to the Outside World. |
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94 |
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95 1.2.1. Direction of SMPP connections |
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96 |
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97 Despite the name "Short Message Peer to Peer", SMPP is an asymmetric client- |
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98 server protocol, not symmetric peer-to-peer. Our primary, above-all-else |
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99 requirement when it comes to SMPP is to connect to the "big daddy" SMSC of |
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100 Bandwidth.com, the one that allows us to receive SMS from and send SMS to |
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101 anywhere in the Outside World. BW requires that we connect to their SMSC server |
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102 in the role of an SMPP client and bind as a bidirectional transceiver - both |
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103 message directions then flow over this single long-lived TCP connection from our |
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104 client to their server. |
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105 |
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106 This externally imposed requirement dictates the entire architectural design of |
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107 ThemWi-SMSC with respect to SMPP. Each instance of ThemWi-SMSC can have a |
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108 single upstream peer to whom we connect in the role of an SMPP client, and it |
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109 can optionally act as an SMPP server accepting TCP connections from downstream |
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110 peers. The master instance of ThemWi-SMSC at smsc.sandiego2g.org will point |
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111 its "upstream" link at Bandwidth.com SMPP server, using credentials given to us |
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112 by Sopranica, whereas other small fiefdoms who wish to join our service resale |
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113 tree will point the "upstream" link of their ThemWi-SMSC instances to |
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114 smsc.sandiego2g.org, and we (SD2G) will assign them authentication credentials |
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115 and manage their downstream number pools. |
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116 |
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117 1.3. Possible use outside of originally intended North American use case |
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118 |
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119 If your situation and/or interests do not match the very specific use case for |
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120 which the present software is designed (if you are located outside of North |
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121 America, and/or you have no interest in attaining SMS interconnection with the |
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122 national mobile telephony environment of whichever country you call home), you |
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123 can still play with the present implementation of GSM-oriented SMSC: the uplink |
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124 connection to the Outside World can be omitted, and if you don't have real TNs |
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125 (telephone numbers) in North American Numbering Plan (either because you are |
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126 outside of North America or because you are in NA but not interested in official |
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127 phone network interconnection), you can operate ThemWi-SMSC (plus the attached |
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128 Osmocom GSM network) with fake NANP numbers instead. |
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129 |
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130 To be clear, this support for modes of usage outside of the primary design goals |
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131 of ThemWi-SMSC is intended only to facilitate "play" and evaluation (getting a |
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132 feel for what may be the first SMSC implementation connecting to Osmocom CNI |
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133 via GSUP), not for serious long-term usage. If your actual desired use case is |
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134 an isolated GSM network with a totally ad hoc or "free" numbering plan (the |
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135 default which one gets with a "vanilla" installation of Osmocom CNI), or a GSM |
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136 network that is interconnected with the national mobile telephony environment |
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137 of some country other than USA, you need a different SMSC design that is |
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138 tailored for your numbering plan (free-form or non-USA national) that will be |
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139 different from NANP, and for local telecom environment quirks that will almost |
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140 certainly be different from those in USA. |
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141 |
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142 If you like the general idea and overall design of ThemWi-SMSC, but require an |
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143 adaptation to a different numbering plan or a different telecom environment |
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144 (isolated or a national interconnect in some other country), you should be able |
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145 to take the present code base and modify just the numbering plan aspects, |
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146 producing a derivative-work SMSC for your different needs. |
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147 |
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148 2. ThemWi-SMSC software architecture |
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149 |
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150 2.1. Modularity of components |
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151 |
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152 A complete deployment of ThemWi-SMSC, as in our own use case at Themyscira |
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153 Wireless, includes a local GSM network (Osmocom-based) and a connection to the |
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154 hierarchical SMPP tree that eventually leads to the Outside World SMS |
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155 connectivity provider at the top. However, our software implementation will be |
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156 modular, divided into separate software components for: |
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157 |
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158 * The internal core of the SMSC (one daemon process and some command line |
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159 utilities); |
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160 |
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161 * A pair of daemon processes devoted to the task of connecting the SMSC to the |
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162 local Osmocom-based GSM network, to be omitted if you don't have one; |
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163 |
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164 * A dedicated daemon process serving the SMPP link to the upstream peer, to be |
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165 omitted if you have no upstream link; |
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166 |
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167 * Another dedicated sw component serving downstream peer SMPP connections, one |
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168 process instance per downstream peer, or none if you have no such peers. |
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169 |
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170 This modularity allows the software to be used and (hopefully) appreciated |
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171 outside of its primary intended use case. At one extreme, someone could have |
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172 an isolated Osmocom GSM network, modify it slightly to use MSISDNs that look |
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173 like (fake) NANP numbers, hook up ThemWi-SMSC and use this SMSC as a replacement |
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174 for the Osmocom-default one, paving the way for factoring the SMSC function out |
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175 of OsmoMSC. At the other extreme, if someone is located in USA and wishes to |
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176 interconnect to the world of SMS through the chain of 3 resellers (Bandwidth |
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177 followed by Sopranica followed by San Diego 2G Association), they can run an |
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178 instance of ThemWi-SMSC without any GSM network at all. (You will still need |
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179 Osmocom libraries, but no Osmocom processes and no hardware.) In such a |
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180 deployment, all incoming SMS to your number(s) will be written into the |
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181 persistent store which you can read, and you can send outgoing SMS with a |
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182 command line utility. |
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183 |
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184 2.2. Persistent message store |
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185 |
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186 Every SM that passes through ThemWi-SMSC gets written into an append-only |
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187 persistent message store (PMS). Because this store is append-only, no messages |
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188 are ever deleted - however, each message in PMS can be in one of two states: |
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189 active or historical. An active SM is one for which the SMSC still needs to |
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190 make delivery attempts, either attempts at GSM MT delivery or attempts at |
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191 delivery to the appropriate upstream or downstream SMPP peer. A historical SM |
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192 is one for which no further action will be taken by any component of our SMSC. |
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193 An SM can enter "historical" state in several ways: |
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194 |
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195 * For some LOMTNs the act of writing incoming messages into PMS constitutes |
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196 final delivery in itself, and no other delivery actions are needed. In this |
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197 case a newly entered SM is directly written into PMS in the "historical" |
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198 state, without ever going through "active". |
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199 |
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200 * For messages that need to be delivered to a GSM MS or to an SMPP peer, once |
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201 that delivery has been made successfully, the message transitions from active |
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202 to historical. |
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203 |
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204 * In the case of failed deliveries (permament error, or expiration time reached |
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205 after repeated temporary failures), the failed message also transitions from |
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206 active to historical. |
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207 |
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208 The persistent message store is a simple binary file (/var/sms/pms.bin) |
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209 consisting of directly abutted 'struct sm_record' records. Each message record |
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210 is exactly 256 bytes (see struct definition - we were able to fit everything we |
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211 needed under the 256 byte mark, and then padded the struct to perfect round |
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212 size), and this perfect power-of-2 record size makes it very easy to perform |
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213 operations such as binary search via mmap or stripping initial megabytes of |
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214 historical records - see subsequent sections for more detailed description. |
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215 |
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216 PMS is append-only as already stated, but already-written records do not become |
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217 fully immutable until they become historical. For as long as a given SM is in |
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218 the active state, themwi-smsc-core daemon can and will update that record in |
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219 pms.bin: |
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220 |
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221 * For messages addressed to local GSM subscribers, dest_imsi will be filled |
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222 when the MSISDN-to-IMSI lookup operation on the destination number succeeds; |
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223 |
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224 * Upon discharge (successful delivery, permanent error or validity period |
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225 expiration after temporary failures), themwi-smsc-core will transition the |
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226 sm_record into historical state by filling disposition and time_disch struct |
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227 members; |
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228 |
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229 * Additional info may be written into dest_extra_info upon discharge, depending |
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230 on the destination type and thus the mode of final delivery. |
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231 |
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232 Once an sm_record transitions into historical state, it is then immutable for |
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233 archival purposes; archives of historical messages can be kept for years or even |
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234 decades, depending on local administration policy. |
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235 |
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236 2.2.1. Historical megabyte count |
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237 |
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238 Given the simple binary structure of the main PMS file, each megabyte (2**20 |
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239 bytes) holds exactly 4096 messages. It is envisioned that as a busy SMSC runs |
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240 for a long time, a significant number of historical messages will accumulate, |
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241 and the content of PMS may become many megabytes of historical messages followed |
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242 by some active SMs at the end. When themwi-smsc-core daemon restarts, it has |
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243 to read the entire PMS in order to collect all still-active SMs. Having to |
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244 read through many megabytes of historical SMs to get to active ones at the end |
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245 becomes unacceptable at large archive sizes, hence a mechanism is needed for |
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246 marking where the historical-only portion ends and the possibly-active portion |
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247 begins. |
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248 |
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249 There will be an auxiliary file named historical-mb, containing a single ASCII |
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250 line giving the number of historical megabytes in pms.bin. If this file reads |
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251 1, the first 4096 SM records are historical, if the auxiliary file reads 2, the |
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252 first 8192 SM records are historical, and so forth. This auxiliary file will be |
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253 used as follows: |
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254 |
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255 * Upon startup, themwi-smsc-core will read this historical-mb file and skip that |
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256 many initial megabytes of pms.bin; |
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257 |
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258 * At run time, themwi-smsc-core will track the index of the oldest still-active |
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259 SM in PMS. Whenever this index crosses a megabyte boundary, historical-mb |
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260 will be updated. |
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261 |
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262 2.2.2. Offline storage |
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263 |
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264 Even with the historical-mb mechanism of the previous section, the fact remains |
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265 that disk space on live servers is not infinite. If the archive of historical |
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266 messages grows so big that it needs to be removed from the SMSC server to free |
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267 up disk space, one can carry out the following procedure: |
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268 |
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269 * Temporarily stop themwi-smsc-core daemon at the level of runit or systemctl |
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270 or whatever you are using - this operation will bring down the entire SMSC, |
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271 so do it during a scheduled maintenance window; |
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272 |
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273 * Use dd to split pms.bin into historical and active portions: |
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274 |
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275 dd if=pms.bin of=pms-hist.bin bs=1048576 count=N |
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276 dd if=pms.bin of=pms-new.bin bs=1048576 skip=N |
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277 |
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278 * Move pms-hist.bin to offline storage; |
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279 |
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280 * Replace the long file with the shortened one: |
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281 |
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282 mv pms-new.bin pms.bin |
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283 echo 0 > historical-mb |
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284 |
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285 * Re-enable themwi-smsc-core and restart all other SMSC daemons. |
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286 |
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287 2.2.3. themwi-smsc-dump reading tool |
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288 |
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289 The program named themwi-smsc-dump will be a standalone command line utility |
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290 (fully static in its operation, not talking to any daemons or services) for |
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291 reading and parsing (decoding) pms.bin. It will open pms.bin with O_RDONLY, do |
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292 a read-only mmap on it, and then access this PMS as a memory-mapped file. |
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293 Several different modes of operation will be provided: |
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294 |
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295 * It will be possible to dump and decode the entire PMS, as needed during early |
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296 debugging. |
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297 |
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298 * It will be possible to specify a starting date/time at which the dump should |
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299 begin. As records are added in strict forward chronological order, it is |
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300 possible to find a record nearest (by time_entry timestamp) to a given time |
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301 point by binary search, very efficient on a memory-mapped file. |
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302 |
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303 * Once the dump has a starting point (beginning of the file or a time point |
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304 found by binary search), the tool can be told to dump till the end, display |
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305 some count of messages, or run until a certain ending date/time is crossed. |
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306 |
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307 * The tool can dump all message records in the selected range, or only those |
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308 matching specific filters such as a particular source or destination type, or |
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309 a specific phone number. |
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310 |
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311 The complexity described above is needed for the following reasons: |
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312 |
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313 * One radical idea is to grant limited access (by way of a very strict wrapper) |
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314 to themwi-smsc-dump to unprivileged users of the network served by the SMSC, |
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315 i.e., to end users. The idea is that each individual user should be able to |
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316 give their ssh public key to the administrator of the community network, and |
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317 then ssh into a special restricted service on the SMSC that does not grant |
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318 any system shell access, but allows them to access services under their own |
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319 phone number. Such an empowered end user should be able to submit SMS from |
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320 their own phone number using the power of a full-size computer (as opposed to |
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321 very painful text entry on the numeric keypad of a traditional GSM phone), |
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322 and to see a full log of all messages received by or sent from their own |
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323 phone number. |
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324 |
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325 * By the nature of her job, the administrator of the SMSC (and of the community |
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326 GSM network to which this SMSC belongs) necessarily has access to every |
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327 message that passes through the system, all metadata and actual content. |
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328 While this access is technically necessary, an administrator who is worthy of |
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329 her trusted position must not abuse this trust, and must do everything |
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330 possible to avoid looking at users' private message content when it is not |
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331 necessary to do so for technical troubleshooting reasons. Toward this |
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332 objective, themwi-smsc-dump must make it easy to look at only technically |
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333 necessary information, without throwing unnecessary private info into the |
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334 operator's eyeballs. |
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335 |
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336 2.3. themwi-smsc-core daemon operation |
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337 |
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338 The core daemon (long-lived process) of ThemWi-SMSC is named themwi-smsc-core. |
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339 Aside from themwi-smsc-dump read-only tool, themwi-smsc-core will be the only |
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340 software component that accesses pms.bin directly - all other components of |
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341 ThemWi-SMSC will connect to a UNIX domain local socket provided by |
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342 themwi-smsc-core. In more detail, the core daemon will perform the following |
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343 functions: |
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344 |
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345 * Read the potentially-active (not marked as historical-only) tail portion of |
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346 PMS on startup, catch all still-active SMs and hold them in RAM-based data |
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347 structures; |
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348 |
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349 * Listen on a UNIX domain local socket of type SOCK_SEQPACKET, meaning |
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350 connection- and message-oriented; |
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351 |
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352 * Accept message submission (or entry) commands from other ThemWi-SMSC |
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353 components connecting to this socket; |
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354 |
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355 * Allow those socket-connecting SMSC components to register themselves as |
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356 performing special roles (GSM network interface, IMSI resolver, uplink and |
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357 downlink SMPP connection handlers), and send notification packets to those |
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358 role-handlers when an active SM needs that type of processing; |
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359 |
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360 * When these just-described role-handlers respond with success or failure of |
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361 message handling, discharge the SM into historical state (either delivered or |
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362 failed), or in one special case (successful completion of MSISDN-to-IMSI |
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363 lookup) promote the SM from need-IMSI-lookup state into GSM-MT-delivery state. |
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364 |
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365 The key feature of themwi-smsc-core daemon is that it can stay up and running |
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366 even when all other ThemWi-SMSC daemon processes are shut down. It won't be |
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367 particularly useful in this state, and won't be able to bring any outstanding |
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368 active SMs any closer toward delivery, but the key point is that dependency |
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369 graph arrows between sw components point in only one direction. |
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370 |
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371 2.4. Message entry paths |
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372 |
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373 Every new SM enters the SMSC by way of one of our sw components making a local |
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374 socket connection to themwi-smsc-core and sending it a "submit new message" |
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375 command packet. The following ThemWi-SMSC sw components will be able to enter |
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376 new SMs in this manner: |
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377 |
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378 * A special command line utility named themwi-smsc-submit will perform just |
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379 this function and nothing else; |
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380 |
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381 * GSM network interface daemon themwi-smsc-gsmif will submit SMs received from |
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382 GSM subscribers as MO messages; |
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383 |
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384 * Upstream SMPP link handler themwi-smsc-uplink will submit SMs received from |
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385 the upstream connection, i.e., from the outside world; |
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386 |
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387 * Downstream SMPP link handlers will submit SMs received from downstream peers. |
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388 |
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389 Most of the common processing functions, such routing and validation steps, |
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390 will be performed by themwi-smsc-core. Once all admission-time checks pass, |
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391 the new SM will be written into PMS, and if the destination is anything other |
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392 than write-into-PMS-only, the new active SM will also be added to the core |
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393 daemon's in-RAM data structures. Further delivery steps will happen if and when |
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394 the appropriate role-handler connects to themwi-smsc-core and accepts messages |
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395 for processing. |
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396 |
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397 2.4.1. Routing of Short Messages |
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398 |
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399 For every incoming SM, themwi-smsc-core will apply routing based on the |
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400 destination address in addr_to_orig member of the submitted struct sm_record. |
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401 Referring to the general principles of section 1.1, this step is very specific |
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402 to the numbering plan (NANP) for which ThemWi-SMSC is designed. The following |
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403 routing rules will be applied: |
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404 |
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405 * If the destination number is international (TON=1) and the country code is |
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406 anything other than +1, the destination is set to SME_CLASS_UPSTREAM. |
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407 |
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408 * If the destination number is NANP, entered in international TON=1 format or |
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409 in one of local-culture formats (10-digit NPANXXXXXX or 11-digit 1NPANXXXXXX, |
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410 TON=0), NANP validation rules are applied and outright-invalid numbers are |
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411 rejected. The validated NANP number is looked up in themwi-nanp database of |
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412 locally owned phone numbers; if the number is locally owned, the destination |
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413 is either SME_CLASS_LOCAL or SME_CLASS_GSM, depending on how the number is |
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414 assigned, or the message may be rejected if the locally-owned number is of a |
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415 type that cannot receive SMS. If there is no hit in the database of locally |
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416 owned numbers, another number database gets a lookup, the one for numbers of |
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417 downstream peers - a hit in that database will set the destination to |
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418 SME_CLASS_DOWNSTREAM. Finally, if the NANP destination number doesn't hit |
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419 anywhere, the destination is SME_CLASS_UPSTREAM. |
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420 |
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421 * If the destination number is a USA SMS short code of form NXXXX or NXXXXX, |
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422 the destination is SME_CLASS_UPSTREAM. |
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423 |
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424 * In the case of locally originated SMs only (coming from GSM MO or from |
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425 themwi-smsc-submit command line utility), special 4-digit numbers may be |
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426 defined in the number database of themwi-nanp that are meaningful only |
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427 locally. If one of those numbers matches, the destination is SME_CLASS_LOCAL |
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428 or SME_CLASS_GSM according to the exact number type. |
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429 |
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430 * If none of the above conditions match, the message is rejected as unroutable. |
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431 |
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432 What is the difference between SME_CLASS_LOCAL and SME_CLASS_GSM destinations? |
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433 Answer: SME_CLASS_LOCAL means that writing the SM into PMS constitutes final |
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434 delivery, and nothing more needs to be done. OTOH, destination of SME_CLASS_GSM |
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435 means that an MSISDN-to-IMSI lookup needs to be performed, followed by GSM MT |
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436 delivery. |
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437 |
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438 There is one additional routing mode that is available only via |
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439 themwi-smsc-submit, or perhaps future specialized network sw components that |
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440 incorporate the same function: if a locally generated MT message needs to be |
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441 sent to a local GSM MS addressed by IMSI, with no destination phone number |
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442 existing at all, themwi-smsc-submit can instruct themwi-smsc-core to skip the |
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443 routing step, with the destination preset to SME_CLASS_GSM and dest_imsi |
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444 prefilled. |
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445 |
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446 2.4.2. Permission to send to the uplink |
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447 |
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448 To be described. |
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449 |
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450 2.4.3. PID and DCS constraints |
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451 |
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452 To be described. |
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453 |
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454 2.4.4. Validity period and expiry time |
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455 |
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456 To be described. |
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457 |
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458 3. SMS communication via direct shell access |
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459 |
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460 To be filled. |
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461 |
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462 4. Interface to local Osmocom GSM network |
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463 |
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464 GSUP and separate MSISDN-to-IMSI lookup, to be described. |
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465 |
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466 5. SMPP connection handlers and outside-world SM exchange |
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467 |
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468 To be filled. |