OVERLAY · overlay · draft
SD-WAN
Software-Defined WAN overlay architecture
A controller plane distributes overlay policy and keys; site routers still need underlay IP reachability — not a single IETF SD-WAN protocol.
Presenter modeEmbed this figure
Why it exists
Enterprises want centralized policy, easier multi-circuit WAN, and encrypted site mesh without hand-building every tunnel ACL on every router. Cisco SD-WAN — Design Guide / Architecture §System Overview
There is no single IETF “SD-WAN” protocol. Products compose underlay IP, tunnels (often IPsec per RFC 4301, sometimes GRE per RFC 2784), and proprietary controllers. IntroductionRFC 4301 · PROPOSED STANDARD · December 2005
Edge joins the control plane
A site router authenticates to the vendor controller fabric, receives identity and policy, and only then forms authorized overlay tunnels to other sites.
The edge presents certificates or credentials to the controller fabric. Without a successful control join, overlay peers are not authorized — even if underlay IP works. Edge · site. Controller fabric. Remote edge.
- Link
- Blocking
- Packet in flight
- Discarded
- Emphasis
Text equivalent of this diagram
| Element | Kind | State |
|---|---|---|
| Edge · site | router | — |
| Controller fabric | cloud | — |
| Remote edge | router | — |
| Edge · site — Controller fabric | link | up |
| Remote edge — Controller fabric | link | up |
| Edge · site — Remote edge | link | down |
The edge presents certificates or credentials to the controller fabric. Without a successful control join, overlay peers are not authorized — even if underlay IP works.
What changed
- Control join: Edge · site → Controller fabric
- Authenticate edge
How it works
Edges authenticate to a vendor control/management fabric, receive identity and policy, then form authorized overlay tunnels to other sites. Cisco SD-WAN — Design Guide / Architecture §System Overview
The underlay is ordinary IP reachability to controllers and remote outer addresses. Overlay traffic is encapsulated and typically encrypted. IP Traffic ProcessingRFC 4301 · PROPOSED STANDARD · December 2005
GRE (RFC 2784) appears in some designs as an encapsulation building block; IPsec provides confidentiality and integrity for overlay payloads in many fabrics. IntroductionRFC 2784 · PROPOSED STANDARD · March 2000
On the wire
Constructed examples, encoded from the field table below them — not captured traffic.
- Link layer
- Ethernet with EtherType 0x0800, or whatever the medium uses to say "IPv4 follows". RFC 791
- IPv4 header
- Version, length, differentiated services, fragmentation control, TTL, protocol, addresses. RFC 791
- Payload
- Whatever the protocol field names — 1 for ICMP, 6 for TCP, 17 for UDP, 89 for OSPF, 103 for PIM. RFC 791
Configure it
system host-name EDGE-SITE1 system-ip 10.255.0.11 site-id 100 organization-name <configured out of band> vbond <vbond.example.invalid>Site identity and controller finder (vBond) begin onboarding. Real org names and validator addresses stay out of band — placeholders only.
Common mistake: Duplicating system-ip across two edges — control join fails or flaps unpredictably.
Cisco SD-WAN — System Overview §System Overview
vpn 0 interface GigabitEthernet0/0/0 ip address 192.0.2.11/30 tunnel-interface encapsulation ipsec color biz-internet allow-service all no shutdownUnderlay WAN in VPN 0 with a tunnel-interface color. IPsec encapsulation matches the common overlay building block (RFC 4301 architecture), while control still depends on controller reachability.
Common mistake: Debugging overlay apps before confirming underlay reachability to vBond/vManage/vSmart.
RFC 4301 §4
Verify
show sdwan control connections- Control connections up to controller components after successful join.
show sdwan control local-properties- system-ip, site-id, and organization match intended identity.
Caveats
- Marked draft: Catalyst SD-WAN CLI and feature names change across releases; not copy-paste production.
- Organization names, certificates, and validator addresses are placeholders only.
- SD-WAN is not one IETF protocol — IPsec/GRE RFCs are building blocks only.
When it breaks
Symptom first, because that is what you have when it happens.
Edge never forms overlay peers despite underlay routes.
Narrow it down
- Check control connection state and certificates.
- Verify organization/chassis identity and system IP uniqueness (vendor-specific).
Cause
Control join or authorization failed; data-plane peers were never permitted.
Fix
Repair controller reachability, identity, and time; re-onboard per vendor procedure.
Cisco SD-WAN — Design Guide / Architecture §System OverviewOperators declare SD-WAN down when only the ISP path failed.
Narrow it down
- Test underlay reachability to TLOCs/controllers separately from overlay BFD/SA state.
- Confirm the related configuration and counters.
Cause
Fault-domain confusion between underlay IP and overlay fabric.
Fix
Use a split runbook: circuit → underlay → control → overlay.
Structure of a GRE Encapsulated PacketRFC 2784 · PROPOSED STANDARD · March 2000Alarms flood during controller loss while sites still pass traffic.
Narrow it down
- Confirm data-plane tunnel state versus control connection state.
- Check vendor docs for grace / last-known policy behavior.
Cause
Control plane unreachable; data plane still forwarding on cached policy.
Fix
Restore controllers; do not assume traffic loss equals control loss (or vice versa).
Cisco SD-WAN — Design Guide / Architecture §System OverviewAfter prolonged controller outage, tunnels drop later.
Narrow it down
- Correlate IPsec/SA lifetime and rekey requirements with control availability.
- Confirm the related configuration and counters.
Cause
Security associations or policy refresh required control services that stayed down.
Fix
Restore control before lifetimes expire; size redundancy accordingly.
Definition and ScopeRFC 4301 · PROPOSED STANDARD · December 2005One site can reach another only in one direction.
Narrow it down
- Compare application/path policy and tunnel allow-lists on both edges.
- Check underlay asymmetry separately.
Cause
Central policy or local TLOC preference creates one-way overlay permission.
Fix
Align control policy and verify bidirectional tunnel health.
Cisco SD-WAN — Design Guide / Architecture §System Overview
Design notes
Never treat “ping the remote public IP” as proof of overlay health. Split underlay, control, and data-plane checks.
Controller redundancy and certificate/time hygiene decide whether joins succeed after outages — crypto building blocks still need correct clocks and trust anchors. Security AssociationsRFC 4301 · PROPOSED STANDARD · December 2005
Misconceptions
- “SD-WAN is defined by a single IETF RFC.”
- SD-WAN is a product architecture. RFCs such as 4301 (IPsec) and 2784 (GRE) are common building blocks, not “the SD-WAN protocol.” IntroductionRFC 4301 · PROPOSED STANDARD · December 2005
- “If the underlay pings, the overlay is up.”
- Underlay IP reachability is necessary but not sufficient. Control authorization and tunnel/SA state are separate. IP Traffic ProcessingRFC 4301 · PROPOSED STANDARD · December 2005
- “Controller down always means all site traffic stops immediately.”
- Many fabrics keep established data tunnels for a time. Behavior is vendor-specific; verify documentation instead of assuming instant blackhole. Cisco SD-WAN — Design Guide / Architecture §System Overview
More walkthroughs
Underlay reachability versus overlay servicedesign-choice
The underlay is ordinary IP (and often provider circuits). The overlay is the encrypted, policy-shaped fabric. Confusing the two leads to “SD-WAN is down” tickets that are really ISP routing.
Site WAN interfaces need IP reachability to controllers and remote TLOCs. GRE (RFC 2784) or IPsec tunnel outer headers still ride that underlay. Site edge. Underlay · ISP IP. Overlay · tunnels.
- Link
- Blocking
- Packet in flight
- Discarded
- Emphasis
Text equivalent of this diagram
| Element | Kind | State |
|---|---|---|
| Site edge | router | — |
| Underlay · ISP IP | zone | — |
| Overlay · tunnels | cloud | — |
| Site edge — Underlay · ISP IP | link | up |
| Underlay · ISP IP — Overlay · tunnels | link | up |
Site WAN interfaces need IP reachability to controllers and remote TLOCs. GRE (RFC 2784) or IPsec tunnel outer headers still ride that underlay.
What changed
- Underlay IP: Site edge → Underlay · ISP IP
- Ordinary routing
Controller outage versus data-plane survivalfailure
Vendor fabrics usually keep existing overlay forwarding for a time when controllers are unreachable, but new joins, policy changes, and key/policy refresh stop. Know what your vendor guarantees.
Control connections fail. Operators see alarms. Existing IPsec/overlay sessions may continue forwarding with last-known policy — vendor-specific grace behavior. Edge A. Edge B. Controllers · down.
- Link
- Blocking
- Packet in flight
- Discarded
- Emphasis
Text equivalent of this diagram
| Element | Kind | State |
|---|---|---|
| Edge A | router | — |
| Edge B | router | — |
| Controllers · down | cloud | — |
| Edge A — Edge B | link | up |
| Edge A — Controllers · down | link | down |
| Edge B — Controllers · down | link | down |
Control connections fail. Operators see alarms. Existing IPsec/overlay sessions may continue forwarding with last-known policy — vendor-specific grace behavior.
What changed
- Control unreachable
- Emphasis: Data may continue