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-Filename: 137-bootstrap-phases.txt
-Title: Keep controllers informed as Tor bootstraps
-Author: Roger Dingledine
-Created: 07-Jun-2008
-Status: Closed
-Implemented-In: 0.2.1.x
-
-1. Overview.
-
- Tor has many steps to bootstrapping directory information and
- initial circuits, but from the controller's perspective we just have
- a coarse-grained "CIRCUIT_ESTABLISHED" status event. Tor users with
- slow connections or with connectivity problems can wait a long time
- staring at the yellow onion, wondering if it will ever change color.
-
- This proposal describes a new client status event so Tor can give
- more details to the controller. Section 2 describes the changes to the
- controller protocol; Section 3 describes Tor's internal bootstrapping
- phases when everything is going correctly; Section 4 describes when
- Tor detects a problem and issues a bootstrap warning; Section 5 covers
- suggestions for how controllers should display the results.
-
-2. Controller event syntax.
-
- The generic status event is:
-
- "650" SP StatusType SP StatusSeverity SP StatusAction
- [SP StatusArguments] CRLF
-
- So in this case we send
- 650 STATUS_CLIENT NOTICE/WARN BOOTSTRAP \
- PROGRESS=num TAG=Keyword SUMMARY=String \
- [WARNING=String REASON=Keyword COUNT=num RECOMMENDATION=Keyword]
-
- The arguments MAY appear in any order. Controllers MUST accept unrecognized
- arguments.
-
- "Progress" gives a number between 0 and 100 for how far through
- the bootstrapping process we are. "Summary" is a string that can be
- displayed to the user to describe the *next* task that Tor will tackle,
- i.e., the task it is working on after sending the status event. "Tag"
- is an optional string that controllers can use to recognize bootstrap
- phases from Section 3, if they want to do something smarter than just
- blindly displaying the summary string.
-
- The severity describes whether this is a normal bootstrap phase
- (severity notice) or an indication of a bootstrapping problem
- (severity warn). If severity warn, it should also include a "warning"
- argument string with any hints Tor has to offer about why it's having
- troubles bootstrapping, a "reason" string that lists one of the reasons
- allowed in the ORConn event, a "count" number that tells how many
- bootstrap problems there have been so far at this phase, and a
- "recommendation" keyword to indicate how the controller ought to react.
-
-3. The bootstrap phases.
-
- This section describes the various phases currently reported by
- Tor. Controllers should not assume that the percentages and tags listed
- here will continue to match up, or even that the tags will stay in
- the same order. Some phases might also be skipped (not reported) if the
- associated bootstrap step is already complete, or if the phase no longer
- is necessary. Only "starting" and "done" are guaranteed to exist in all
- future versions.
-
- Current Tor versions enter these phases in order, monotonically;
- future Tors MAY revisit earlier stages.
-
- Phase 0:
- tag=starting summary="starting"
-
- Tor starts out in this phase.
-
- Phase 5:
- tag=conn_dir summary="Connecting to directory mirror"
-
- Tor sends this event as soon as Tor has chosen a directory mirror ---
- one of the authorities if bootstrapping for the first time or after
- a long downtime, or one of the relays listed in its cached directory
- information otherwise.
-
- Tor will stay at this phase until it has successfully established
- a TCP connection with some directory mirror. Problems in this phase
- generally happen because Tor doesn't have a network connection, or
- because the local firewall is dropping SYN packets.
-
- Phase 10
- tag=handshake_dir summary="Finishing handshake with directory mirror"
-
- This event occurs when Tor establishes a TCP connection with a relay used
- as a directory mirror (or its https proxy if it's using one). Tor remains
- in this phase until the TLS handshake with the relay is finished.
-
- Problems in this phase generally happen because Tor's firewall is
- doing more sophisticated MITM attacks on it, or doing packet-level
- keyword recognition of Tor's handshake.
-
- Phase 15:
- tag=onehop_create summary="Establishing one-hop circuit for dir info"
-
- Once TLS is finished with a relay, Tor will send a CREATE_FAST cell
- to establish a one-hop circuit for retrieving directory information.
- It will remain in this phase until it receives the CREATED_FAST cell
- back, indicating that the circuit is ready.
-
- Phase 20:
- tag=requesting_status summary="Asking for networkstatus consensus"
-
- Once we've finished our one-hop circuit, we will start a new stream
- for fetching the networkstatus consensus. We'll stay in this phase
- until we get the 'connected' relay cell back, indicating that we've
- established a directory connection.
-
- Phase 25:
- tag=loading_status summary="Loading networkstatus consensus"
-
- Once we've established a directory connection, we will start fetching
- the networkstatus consensus document. This could take a while; this
- phase is a good opportunity for using the "progress" keyword to indicate
- partial progress.
-
- This phase could stall if the directory mirror we picked doesn't
- have a copy of the networkstatus consensus so we have to ask another,
- or it does give us a copy but we don't find it valid.
-
- Phase 40:
- tag=loading_keys summary="Loading authority key certs"
-
- Sometimes when we've finished loading the networkstatus consensus,
- we find that we don't have all the authority key certificates for the
- keys that signed the consensus. At that point we put the consensus we
- fetched on hold and fetch the keys so we can verify the signatures.
-
- Phase 45
- tag=requesting_descriptors summary="Asking for relay descriptors"
-
- Once we have a valid networkstatus consensus and we've checked all
- its signatures, we start asking for relay descriptors. We stay in this
- phase until we have received a 'connected' relay cell in response to
- a request for descriptors.
-
- Phase 50:
- tag=loading_descriptors summary="Loading relay descriptors"
-
- We will ask for relay descriptors from several different locations,
- so this step will probably make up the bulk of the bootstrapping,
- especially for users with slow connections. We stay in this phase until
- we have descriptors for at least 1/4 of the usable relays listed in
- the networkstatus consensus. This phase is also a good opportunity to
- use the "progress" keyword to indicate partial steps.
-
- Phase 80:
- tag=conn_or summary="Connecting to entry guard"
-
- Once we have a valid consensus and enough relay descriptors, we choose
- some entry guards and start trying to build some circuits. This step
- is similar to the "conn_dir" phase above; the only difference is
- the context.
-
- If a Tor starts with enough recent cached directory information,
- its first bootstrap status event will be for the conn_or phase.
-
- Phase 85:
- tag=handshake_or summary="Finishing handshake with entry guard"
-
- This phase is similar to the "handshake_dir" phase, but it gets reached
- if we finish a TCP connection to a Tor relay and we have already reached
- the "conn_or" phase. We'll stay in this phase until we complete a TLS
- handshake with a Tor relay.
-
- Phase 90:
- tag=circuit_create "Establishing circuits"
-
- Once we've finished our TLS handshake with an entry guard, we will
- set about trying to make some 3-hop circuits in case we need them soon.
-
- Phase 100:
- tag=done summary="Done"
-
- A full 3-hop circuit has been established. Tor is ready to handle
- application connections now.
-
-4. Bootstrap problem events.
-
- When an OR Conn fails, we send a "bootstrap problem" status event, which
- is like the standard bootstrap status event except with severity warn.
- We include the same progress, tag, and summary values as we would for
- a normal bootstrap event, but we also include "warning", "reason",
- "count", and "recommendation" key/value combos.
-
- The "reason" values are long-term-stable controller-facing tags to
- identify particular issues in a bootstrapping step. The warning
- strings, on the other hand, are human-readable. Controllers SHOULD
- NOT rely on the format of any warning string. Currently the possible
- values for "recommendation" are either "ignore" or "warn" -- if ignore,
- the controller can accumulate the string in a pile of problems to show
- the user if the user asks; if warn, the controller should alert the
- user that Tor is pretty sure there's a bootstrapping problem.
-
- Currently Tor uses recommendation=ignore for the first nine bootstrap
- problem reports for a given phase, and then uses recommendation=warn
- for subsequent problems at that phase. Hopefully this is a good
- balance between tolerating occasional errors and reporting serious
- problems quickly.
-
-5. Suggested controller behavior.
-
- Controllers should start out with a yellow onion or the equivalent
- ("starting"), and then watch for either a bootstrap status event
- (meaning the Tor they're using is sufficiently new to produce them,
- and they should load up the progress bar or whatever they plan to use
- to indicate progress) or a circuit_established status event (meaning
- bootstrapping is finished).
-
- In addition to a progress bar in the display, controllers should also
- have some way to indicate progress even when no controller window is
- open. For example, folks using Tor Browser Bundle in hostile Internet
- cafes don't want a big splashy screen up. One way to let the user keep
- informed of progress in a more subtle way is to change the task tray
- icon and/or tooltip string as more bootstrap events come in.
-
- Controllers should also have some mechanism to alert their user when
- bootstrapping problems are reported. Perhaps we should gather a set of
- help texts and the controller can send the user to the right anchor in a
- "bootstrapping problems" page in the controller's help subsystem?
-
-6. Getting up to speed when the controller connects.
-
- There's a new "GETINFO /status/bootstrap-phase" option, which returns
- the most recent bootstrap phase status event sent. Specifically,
- it returns a string starting with either "NOTICE BOOTSTRAP ..." or
- "WARN BOOTSTRAP ...".
-
- Controllers should use this getinfo when they connect or attach to
- Tor to learn its current state.
-