A few updates to the confd design (2.1)

[ganeti-local] / doc / design-2.1.rst

=================
Ganeti 2.1 design
=================

This document describes the major changes in Ganeti 2.1 compared to
the 2.0 version.

The 2.1 version will be a relatively small release. Its main aim is to
avoid changing too much of the core code, while addressing issues and
adding new features and improvements over 2.0, in a timely fashion.

.. contents:: :depth: 4

Objective
=========

Ganeti 2.1 will add features to help further automatization of cluster
operations, further improve scalability to even bigger clusters, and
make it easier to debug the Ganeti core.

Detailed design
===============

As for 2.0 we divide the 2.1 design into three areas:

- core changes, which affect the master daemon/job queue/locking or
  all/most logical units
- logical unit/feature changes
- external interface changes (eg. command line, os api, hooks, ...)

Core changes
------------

Storage units modelling
~~~~~~~~~~~~~~~~~~~~~~~

Currently, Ganeti has a good model of the block devices for instances
(e.g. LVM logical volumes, files, DRBD devices, etc.) but none of the
storage pools that are providing the space for these front-end
devices. For example, there are hardcoded inter-node RPC calls for
volume group listing, file storage creation/deletion, etc.

The storage units framework will implement a generic handling for all
kinds of storage backends:

- LVM physical volumes
- LVM volume groups
- File-based storage directories
- any other future storage method

There will be a generic list of methods that each storage unit type
will provide, like:

- list of storage units of this type
- check status of the storage unit

Additionally, there will be specific methods for each method, for
example:

- enable/disable allocations on a specific PV
- file storage directory creation/deletion
- VG consistency fixing

This will allow a much better modeling and unification of the various
RPC calls related to backend storage pool in the future. Ganeti 2.1 is
intended to add the basics of the framework, and not necessarilly move
all the curent VG/FileBased operations to it.

Note that while we model both LVM PVs and LVM VGs, the framework will
**not** model any relationship between the different types. In other
words, we don't model neither inheritances nor stacking, since this is
too complex for our needs. While a ``vgreduce`` operation on a LVM VG
could actually remove a PV from it, this will not be handled at the
framework level, but at individual operation level. The goal is that
this is a lightweight framework, for abstracting the different storage
operation, and not for modelling the storage hierarchy.


Locking improvements
~~~~~~~~~~~~~~~~~~~~

Current State and shortcomings
++++++++++++++++++++++++++++++

The class ``LockSet`` (see ``lib/locking.py``) is a container for one or
many ``SharedLock`` instances. It provides an interface to add/remove
locks and to acquire and subsequently release any number of those locks
contained in it.

Locks in a ``LockSet`` are always acquired in alphabetic order. Due to
the way we're using locks for nodes and instances (the single cluster
lock isn't affected by this issue) this can lead to long delays when
acquiring locks if another operation tries to acquire multiple locks but
has to wait for yet another operation.

In the following demonstration we assume to have the instance locks
``inst1``, ``inst2``, ``inst3`` and ``inst4``.

#. Operation A grabs lock for instance ``inst4``.
#. Operation B wants to acquire all instance locks in alphabetic order,
   but it has to wait for ``inst4``.
#. Operation C tries to lock ``inst1``, but it has to wait until
   Operation B (which is trying to acquire all locks) releases the lock
   again.
#. Operation A finishes and releases lock on ``inst4``. Operation B can
   continue and eventually releases all locks.
#. Operation C can get ``inst1`` lock and finishes.

Technically there's no need for Operation C to wait for Operation A, and
subsequently Operation B, to finish. Operation B can't continue until
Operation A is done (it has to wait for ``inst4``), anyway.

Proposed changes
++++++++++++++++

Non-blocking lock acquiring
^^^^^^^^^^^^^^^^^^^^^^^^^^^

Acquiring locks for OpCode execution is always done in blocking mode.
They won't return until the lock has successfully been acquired (or an
error occurred, although we won't cover that case here).

``SharedLock`` and ``LockSet`` must be able to be acquired in a
non-blocking way. They must support a timeout and abort trying to
acquire the lock(s) after the specified amount of time.

Retry acquiring locks
^^^^^^^^^^^^^^^^^^^^^

To prevent other operations from waiting for a long time, such as
described in the demonstration before, ``LockSet`` must not keep locks
for a prolonged period of time when trying to acquire two or more locks.
Instead it should, with an increasing timeout for acquiring all locks,
release all locks again and sleep some time if it fails to acquire all
requested locks.

A good timeout value needs to be determined. In any case should
``LockSet`` proceed to acquire locks in blocking mode after a few
(unsuccessful) attempts to acquire all requested locks.

One proposal for the timeout is to use ``2**tries`` seconds, where
``tries`` is the number of unsuccessful tries.

In the demonstration before this would allow Operation C to continue
after Operation B unsuccessfully tried to acquire all locks and released
all acquired locks (``inst1``, ``inst2`` and ``inst3``) again.

Other solutions discussed
+++++++++++++++++++++++++

There was also some discussion on going one step further and extend the
job queue (see ``lib/jqueue.py``) to select the next task for a worker
depending on whether it can acquire the necessary locks. While this may
reduce the number of necessary worker threads and/or increase throughput
on large clusters with many jobs, it also brings many potential
problems, such as contention and increased memory usage, with it. As
this would be an extension of the changes proposed before it could be
implemented at a later point in time, but we decided to stay with the
simpler solution for now.

Implementation details
++++++++++++++++++++++

``SharedLock`` redesign
^^^^^^^^^^^^^^^^^^^^^^^

The current design of ``SharedLock`` is not good for supporting timeouts
when acquiring a lock and there are also minor fairness issues in it. We
plan to address both with a redesign. A proof of concept implementation
was written and resulted in significantly simpler code.

Currently ``SharedLock`` uses two separate queues for shared and
exclusive acquires and waiters get to run in turns. This means if an
exclusive acquire is released, the lock will allow shared waiters to run
and vice versa.  Although it's still fair in the end there is a slight
bias towards shared waiters in the current implementation. The same
implementation with two shared queues can not support timeouts without
adding a lot of complexity.

Our proposed redesign changes ``SharedLock`` to have only one single
queue.  There will be one condition (see Condition_ for a note about
performance) in the queue per exclusive acquire and two for all shared
acquires (see below for an explanation). The maximum queue length will
always be ``2 + (number of exclusive acquires waiting)``. The number of
queue entries for shared acquires can vary from 0 to 2.

The two conditions for shared acquires are a bit special. They will be
used in turn. When the lock is instantiated, no conditions are in the
queue. As soon as the first shared acquire arrives (and there are
holder(s) or waiting acquires; see Acquire_), the active condition is
added to the queue. Until it becomes the topmost condition in the queue
and has been notified, any shared acquire is added to this active
condition. When the active condition is notified, the conditions are
swapped and further shared acquires are added to the previously inactive
condition (which has now become the active condition). After all waiters
on the previously active (now inactive) and now notified condition
received the notification, it is removed from the queue of pending
acquires.

This means shared acquires will skip any exclusive acquire in the queue.
We believe it's better to improve parallelization on operations only
asking for shared (or read-only) locks. Exclusive operations holding the
same lock can not be parallelized.


Acquire
*******

For exclusive acquires a new condition is created and appended to the
queue.  Shared acquires are added to the active condition for shared
acquires and if the condition is not yet on the queue, it's appended.

The next step is to wait for our condition to be on the top of the queue
(to guarantee fairness). If the timeout expired, we return to the caller
without acquiring the lock. On every notification we check whether the
lock has been deleted, in which case an error is returned to the caller.

The lock can be acquired if we're on top of the queue (there is no one
else ahead of us). For an exclusive acquire, there must not be other
exclusive or shared holders. For a shared acquire, there must not be an
exclusive holder.  If these conditions are all true, the lock is
acquired and we return to the caller. In any other case we wait again on
the condition.

If it was the last waiter on a condition, the condition is removed from
the queue.

Optimization: There's no need to touch the queue if there are no pending
acquires and no current holders. The caller can have the lock
immediately.

.. image:: design-2.1-lock-acquire.png


Release
*******

First the lock removes the caller from the internal owner list. If there
are pending acquires in the queue, the first (the oldest) condition is
notified.

If the first condition was the active condition for shared acquires, the
inactive condition will be made active. This ensures fairness with
exclusive locks by forcing consecutive shared acquires to wait in the
queue.

.. image:: design-2.1-lock-release.png


Delete
******

The caller must either hold the lock in exclusive mode already or the
lock must be acquired in exclusive mode. Trying to delete a lock while
it's held in shared mode must fail.

After ensuring the lock is held in exclusive mode, the lock will mark
itself as deleted and continue to notify all pending acquires. They will
wake up, notice the deleted lock and return an error to the caller.


Condition
^^^^^^^^^

Note: This is not necessary for the locking changes above, but it may be
a good optimization (pending performance tests).

The existing locking code in Ganeti 2.0 uses Python's built-in
``threading.Condition`` class. Unfortunately ``Condition`` implements
timeouts by sleeping 1ms to 20ms between tries to acquire the condition
lock in non-blocking mode. This requires unnecessary context switches
and contention on the CPython GIL (Global Interpreter Lock).

By using POSIX pipes (see ``pipe(2)``) we can use the operating system's
support for timeouts on file descriptors (see ``select(2)``). A custom
condition class will have to be written for this.

On instantiation the class creates a pipe. After each notification the
previous pipe is abandoned and re-created (technically the old pipe
needs to stay around until all notifications have been delivered).

All waiting clients of the condition use ``select(2)`` or ``poll(2)`` to
wait for notifications, optionally with a timeout. A notification will
be signalled to the waiting clients by closing the pipe. If the pipe
wasn't closed during the timeout, the waiting function returns to its
caller nonetheless.


Node daemon availability
~~~~~~~~~~~~~~~~~~~~~~~~

Current State and shortcomings
++++++++++++++++++++++++++++++

Currently, when a Ganeti node suffers serious system disk damage, the
migration/failover of an instance may not correctly shutdown the virtual
machine on the broken node causing instances duplication. The ``gnt-node
powercycle`` command can be used to force a node reboot and thus to
avoid duplicated instances. This command relies on node daemon
availability, though, and thus can fail if the node daemon has some
pages swapped out of ram, for example.


Proposed changes
++++++++++++++++

The proposed solution forces node daemon to run exclusively in RAM. It
uses python ctypes to to call ``mlockall(MCL_CURRENT | MCL_FUTURE)`` on
the node daemon process and all its children. In addition another log
handler has been implemented for node daemon to redirect to
``/dev/console`` messages that cannot be written on the logfile.

With these changes node daemon can successfully run basic tasks such as
a powercycle request even when the system disk is heavily damaged and
reading/writing to disk fails constantly.


New Features
------------

Automated Ganeti Cluster Merger
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Current situation
+++++++++++++++++

Currently there's no easy way to merge two or more clusters together.
But in order to optimize resources this is a needed missing piece. The
goal of this design doc is to come up with a easy to use solution which
allows you to merge two or more cluster together.

Initial contact
+++++++++++++++

As the design of Ganeti is based on an autonomous system, Ganeti by
itself has no way to reach nodes outside of its cluster. To overcome
this situation we're required to prepare the cluster before we can go
ahead with the actual merge: We've to replace at least the ssh keys on
the affected nodes before we can do any operation within ``gnt-``
commands.

To make this a automated process we'll ask the user to provide us with
the root password of every cluster we've to merge. We use the password
to grab the current ``id_dsa`` key and then rely on that ssh key for any
further communication to be made until the cluster is fully merged.

Cluster merge
+++++++++++++

After initial contact we do the cluster merge:

1. Grab the list of nodes
2. On all nodes add our own ``id_dsa.pub`` key to ``authorized_keys``
3. Stop all instances running on the merging cluster
4. Disable ``ganeti-watcher`` as it tries to restart Ganeti daemons
5. Stop all Ganeti daemons on all merging nodes
6. Grab the ``config.data`` from the master of the merging cluster
7. Stop local ``ganeti-masterd``
8. Merge the config:

   1. Open our own cluster ``config.data``
   2. Open cluster ``config.data`` of the merging cluster
   3. Grab all nodes of the merging cluster
   4. Set ``master_candidate`` to false on all merging nodes
   5. Add the nodes to our own cluster ``config.data``
   6. Grab all the instances on the merging cluster
   7. Adjust the port if the instance has drbd layout:

      1. In ``logical_id`` (index 2)
      2. In ``physical_id`` (index 1 and 3)

   8. Add the instances to our own cluster ``config.data``

9. Start ``ganeti-masterd`` with ``--no-voting`` ``--yes-do-it``
10. ``gnt-node add --readd`` on all merging nodes
11. ``gnt-cluster redist-conf``
12. Restart ``ganeti-masterd`` normally
13. Enable ``ganeti-watcher`` again
14. Start all merging instances again

Rollback
++++++++

Until we actually (re)add any nodes we can abort and rollback the merge
at any point. After merging the config, though, we've to get the backup
copy of ``config.data`` (from another master candidate node). And for
security reasons it's a good idea to undo ``id_dsa.pub`` distribution by
going on every affected node and remove the ``id_dsa.pub`` key again.
Also we've to keep in mind, that we've to start the Ganeti daemons and
starting up the instances again.

Verification
++++++++++++

Last but not least we should verify that the merge was successful.
Therefore we run ``gnt-cluster verify``, which ensures that the cluster
overall is in a healthy state. Additional it's also possible to compare
the list of instances/nodes with a list made prior to the upgrade to
make sure we didn't lose any data/instance/node.

Appendix
++++++++

cluster-merge.py
^^^^^^^^^^^^^^^^

Used to merge the cluster config. This is a POC and might differ from
actual production code.

::

  #!/usr/bin/python

  import sys
  from ganeti import config
  from ganeti import constants

  c_mine = config.ConfigWriter(offline=True)
  c_other = config.ConfigWriter(sys.argv[1])

  fake_id = 0
  for node in c_other.GetNodeList():
    node_info = c_other.GetNodeInfo(node)
    node_info.master_candidate = False
    c_mine.AddNode(node_info, str(fake_id))
    fake_id += 1

  for instance in c_other.GetInstanceList():
    instance_info = c_other.GetInstanceInfo(instance)
    for dsk in instance_info.disks:
      if dsk.dev_type in constants.LDS_DRBD:
         port = c_mine.AllocatePort()
         logical_id = list(dsk.logical_id)
         logical_id[2] = port
         dsk.logical_id = tuple(logical_id)
         physical_id = list(dsk.physical_id)
         physical_id[1] = physical_id[3] = port
         dsk.physical_id = tuple(physical_id)
    c_mine.AddInstance(instance_info, str(fake_id))
    fake_id += 1


Feature changes
---------------

Ganeti Confd
~~~~~~~~~~~~

Current State and shortcomings
++++++++++++++++++++++++++++++

In Ganeti 2.0 all nodes are equal, but some are more equal than others.
In particular they are divided between "master", "master candidates" and
"normal".  (Moreover they can be offline or drained, but this is not
important for the current discussion). In general the whole
configuration is only replicated to master candidates, and some partial
information is spread to all nodes via ssconf.

This change was done so that the most frequent Ganeti operations didn't
need to contact all nodes, and so clusters could become bigger. If we
want more information to be available on all nodes, we need to add more
ssconf values, which is counter-balancing the change, or to talk with
the master node, which is not designed to happen now, and requires its
availability.

Information such as the instance->primary_node mapping will be needed on
all nodes, and we also want to make sure services external to the
cluster can query this information as well. This information must be
available at all times, so we can't query it through RAPI, which would
be a single point of failure, as it's only available on the master.


Proposed changes
++++++++++++++++

In order to allow fast and highly available access read-only to some
configuration values, we'll create a new ganeti-confd daemon, which will
run on master candidates. This daemon will talk via UDP, and
authenticate messages using HMAC with a cluster-wide shared key. This
key will be generated at cluster init time, and stored on the clusters
alongside the ganeti SSL keys, and readable only by root.

An interested client can query a value by making a request to a subset
of the cluster master candidates. It will then wait to get a few
responses, and use the one with the highest configuration serial number.
Since the configuration serial number is increased each time the ganeti
config is updated, and the serial number is included in all answers,
this can be used to make sure to use the most recent answer, in case
some master candidates are stale or in the middle of a configuration
update.

In order to prevent replay attacks queries will contain the current unix
timestamp according to the client, and the server will verify that its
timestamp is in the same 5 minutes range (this requires synchronized
clocks, which is a good idea anyway). Queries will also contain a "salt"
which they expect the answers to be sent with, and clients are supposed
to accept only answers which contain salt generated by them.

The configuration daemon will be able to answer simple queries such as:

- master candidates list
- master node
- offline nodes
- instance list
- instance primary nodes

Wire protocol
^^^^^^^^^^^^^

A confd query will look like this, on the wire::

  plj0{
    "msg": "{\"type\": 1,
             \"rsalt\": \"9aa6ce92-8336-11de-af38-001d093e835f\",
             \"protocol\": 1,
             \"query\": \"node1.example.com\"}\n",
    "salt": "1249637704",
    "hmac": "4a4139b2c3c5921f7e439469a0a45ad200aead0f"
  }

``plj0`` is a fourcc that details the message content. It stands for plain
json 0, and can be changed as we move on to different type of protocols
(for example protocol buffers, or encrypted json). What follows is a
json encoded string, with the following fields:

- ``msg`` contains a JSON-encoded query, its fields are:

  - ``protocol``, integer, is the confd protocol version (initially
    just ``constants.CONFD_PROTOCOL_VERSION``, with a value of 1)
  - ``type``, integer, is the query type. For example "node role by
    name" or "node primary ip by instance ip". Constants will be
    provided for the actual available query types
  - ``query`` is a multi-type field (depending on the ``type`` field):

    - it can be missing, when the request is fully determined by the
      ``type`` field
    - it can contain a string which denotes the search key: for
      example an IP, or a node name
    - it can contain a dictionary, in which case the actual details
      vary further per request type

  - ``rsalt``, string, is the required response salt; the client must
    use it to recognize which answer it's getting.

- ``salt`` must be the current unix timestamp, according to the
  client; servers should refuse messages which have a wrong timing,
  according to their configuration and clock
- ``hmac`` is an hmac signature of salt+msg, with the cluster hmac key

If an answer comes back (which is optional, since confd works over UDP)
it will be in this format::

  plj0{
    "msg": "{\"status\": 0,
             \"answer\": 0,
             \"serial\": 42,
             \"protocol\": 1}\n",
    "salt": "9aa6ce92-8336-11de-af38-001d093e835f",
    "hmac": "aaeccc0dff9328fdf7967cb600b6a80a6a9332af"
  }

Where:

- ``plj0`` the message type magic fourcc, as discussed above
- ``msg`` contains a JSON-encoded answer, its fields are:

  - ``protocol``, integer, is the confd protocol version (initially
    just constants.CONFD_PROTOCOL_VERSION, with a value of 1)
  - ``status``, integer, is the error code; initially just ``0`` for
    'ok' or ``1`` for 'error' (in which case answer contains an error
    detail, rather than an answer), but in the future it may be
    expanded to have more meanings (e.g. ``2`` if the answer is
    compressed)
  - ``answer``, is the actual answer; its type and meaning is query
    specific: for example for "node primary ip by instance ip" queries
    it will be a string containing an IP address, for "node role by
    name" queries it will be an integer which encodes the role
    (master, candidate, drained, offline) according to constants

- ``salt`` is the requested salt from the query; a client can use it
  to recognize what query the answer is answering.
- ``hmac`` is an hmac signature of salt+msg, with the cluster hmac key


Redistribute Config
~~~~~~~~~~~~~~~~~~~

Current State and shortcomings
++++++++++++++++++++++++++++++

Currently LUClusterRedistConf triggers a copy of the updated
configuration file to all master candidates and of the ssconf files to
all nodes. There are other files which are maintained manually but which
are important to keep in sync. These are:

- rapi SSL key certificate file (rapi.pem) (on master candidates)
- rapi user/password file rapi_users (on master candidates)

Furthermore there are some files which are hypervisor specific but we
may want to keep in sync:

- the xen-hvm hypervisor uses one shared file for all vnc passwords, and
  copies the file once, during node add. This design is subject to
  revision to be able to have different passwords for different groups
  of instances via the use of hypervisor parameters, and to allow
  xen-hvm and kvm to use an equal system to provide password-protected
  vnc sessions. In general, though, it would be useful if the vnc
  password files were copied as well, to avoid unwanted vnc password
  changes on instance failover/migrate.

Optionally the admin may want to also ship files such as the global
xend.conf file, and the network scripts to all nodes.

Proposed changes
++++++++++++++++

RedistributeConfig will be changed to copy also the rapi files, and to
call every enabled hypervisor asking for a list of additional files to
copy. Users will have the possibility to populate a file containing a
list of files to be distributed; this file will be propagated as well.
Such solution is really simple to implement and it's easily usable by
scripts.

This code will be also shared (via tasklets or by other means, if
tasklets are not ready for 2.1) with the AddNode and SetNodeParams LUs
(so that the relevant files will be automatically shipped to new master
candidates as they are set).

VNC Console Password
~~~~~~~~~~~~~~~~~~~~

Current State and shortcomings
++++++++++++++++++++++++++++++

Currently just the xen-hvm hypervisor supports setting a password to
connect the the instances' VNC console, and has one common password
stored in a file.

This doesn't allow different passwords for different instances/groups of
instances, and makes it necessary to remember to copy the file around
the cluster when the password changes.

Proposed changes
++++++++++++++++

We'll change the VNC password file to a vnc_password_file hypervisor
parameter.  This way it can have a cluster default, but also a different
value for each instance. The VNC enabled hypervisors (xen and kvm) will
publish all the password files in use through the cluster so that a
redistribute-config will ship them to all nodes (see the Redistribute
Config proposed changes above).

The current VNC_PASSWORD_FILE constant will be removed, but its value
will be used as the default HV_VNC_PASSWORD_FILE value, thus retaining
backwards compatibility with 2.0.

The code to export the list of VNC password files from the hypervisors
to RedistributeConfig will be shared between the KVM and xen-hvm
hypervisors.

Disk/Net parameters
~~~~~~~~~~~~~~~~~~~

Current State and shortcomings
++++++++++++++++++++++++++++++

Currently disks and network interfaces have a few tweakable options and
all the rest is left to a default we chose. We're finding that we need
more and more to tweak some of these parameters, for example to disable
barriers for DRBD devices, or allow striping for the LVM volumes.

Moreover for many of these parameters it will be nice to have
cluster-wide defaults, and then be able to change them per
disk/interface.

Proposed changes
++++++++++++++++

We will add new cluster level diskparams and netparams, which will
contain all the tweakable parameters. All values which have a sensible
cluster-wide default will go into this new structure while parameters
which have unique values will not.

Example of network parameters:
  - mode: bridge/route
  - link: for mode "bridge" the bridge to connect to, for mode route it
    can contain the routing table, or the destination interface

Example of disk parameters:
  - stripe: lvm stripes
  - stripe_size: lvm stripe size
  - meta_flushes: drbd, enable/disable metadata "barriers"
  - data_flushes: drbd, enable/disable data "barriers"

Some parameters are bound to be disk-type specific (drbd, vs lvm, vs
files) or hypervisor specific (nic models for example), but for now they
will all live in the same structure. Each component is supposed to
validate only the parameters it knows about, and ganeti itself will make
sure that no "globally unknown" parameters are added, and that no
parameters have overridden meanings for different components.

The parameters will be kept, as for the BEPARAMS into a "default"
category, which will allow us to expand on by creating instance
"classes" in the future.  Instance classes is not a feature we plan
implementing in 2.1, though.


Global hypervisor parameters
~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Current State and shortcomings
++++++++++++++++++++++++++++++

Currently all hypervisor parameters are modifiable both globally
(cluster level) and at instance level. However, there is no other
framework to held hypervisor-specific parameters, so if we want to add
a new class of hypervisor parameters that only makes sense on a global
level, we have to change the hvparams framework.

Proposed changes
++++++++++++++++

We add a new (global, not per-hypervisor) list of parameters which are
not changeable on a per-instance level. The create, modify and query
instance operations are changed to not allow/show these parameters.

Furthermore, to allow transition of parameters to the global list, and
to allow cleanup of inadverdently-customised parameters, the
``UpgradeConfig()`` method of instances will drop any such parameters
from their list of hvparams, such that a restart of the master daemon
is all that is needed for cleaning these up.

Also, the framework is simple enough that if we need to replicate it
at beparams level we can do so easily.


Non bridged instances support
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Current State and shortcomings
++++++++++++++++++++++++++++++

Currently each instance NIC must be connected to a bridge, and if the
bridge is not specified the default cluster one is used. This makes it
impossible to use the vif-route xen network scripts, or other
alternative mechanisms that don't need a bridge to work.

Proposed changes
++++++++++++++++

The new "mode" network parameter will distinguish between bridged
interfaces and routed ones.

When mode is "bridge" the "link" parameter will contain the bridge the
instance should be connected to, effectively making things as today. The
value has been migrated from a nic field to a parameter to allow for an
easier manipulation of the cluster default.

When mode is "route" the ip field of the interface will become
mandatory, to allow for a route to be set. In the future we may want
also to accept multiple IPs or IP/mask values for this purpose. We will
evaluate possible meanings of the link parameter to signify a routing
table to be used, which would allow for insulation between instance
groups (as today happens for different bridges).

For now we won't add a parameter to specify which network script gets
called for which instance, so in a mixed cluster the network script must
be able to handle both cases. The default kvm vif script will be changed
to do so. (Xen doesn't have a ganeti provided script, so nothing will be
done for that hypervisor)

Introducing persistent UUIDs
~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Current state and shortcomings
++++++++++++++++++++++++++++++

Some objects in the Ganeti configurations are tracked by their name
while also supporting renames. This creates an extra difficulty,
because neither Ganeti nor external management tools can then track
the actual entity, and due to the name change it behaves like a new
one.

Proposed changes part 1
+++++++++++++++++++++++

We will change Ganeti to use UUIDs for entity tracking, but in a
staggered way. In 2.1, we will simply add an “uuid” attribute to each
of the instances, nodes and cluster itself. This will be reported on
instance creation for nodes, and on node adds for the nodes. It will
be of course avaiblable for querying via the OpNodeQuery/Instance and
cluster information, and via RAPI as well.

Note that Ganeti will not provide any way to change this attribute.

Upgrading from Ganeti 2.0 will automatically add an ‘uuid’ attribute
to all entities missing it.


Proposed changes part 2
+++++++++++++++++++++++

In the next release (e.g. 2.2), the tracking of objects will change
from the name to the UUID internally, and externally Ganeti will
accept both forms of identification; e.g. an RAPI call would be made
either against ``/2/instances/foo.bar`` or against
``/2/instances/bb3b2e42…``. Since an FQDN must have at least a dot,
and dots are not valid characters in UUIDs, we will not have namespace
issues.

Another change here is that node identification (during cluster
operations/queries like master startup, “am I the master?” and
similar) could be done via UUIDs which is more stable than the current
hostname-based scheme.

Internal tracking refers to the way the configuration is stored; a
DRBD disk of an instance refers to the node name (so that IPs can be
changed easily), but this is still a problem for name changes; thus
these will be changed to point to the node UUID to ease renames.

The advantages of this change (after the second round of changes), is
that node rename becomes trivial, whereas today node rename would
require a complete lock of all instances.


Automated disk repairs infrastructure
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

Replacing defective disks in an automated fashion is quite difficult
with the current version of Ganeti. These changes will introduce
additional functionality and interfaces to simplify automating disk
replacements on a Ganeti node.

Fix node volume group
+++++++++++++++++++++

This is the most difficult addition, as it can lead to dataloss if it's
not properly safeguarded.

The operation must be done only when all the other nodes that have
instances in common with the target node are fine, i.e. this is the only
node with problems, and also we have to double-check that all instances
on this node have at least a good copy of the data.

This might mean that we have to enhance the GetMirrorStatus calls, and
introduce and a smarter version that can tell us more about the status
of an instance.

Stop allocation on a given PV
+++++++++++++++++++++++++++++

This is somewhat simple. First we need a "list PVs" opcode (and its
associated logical unit) and then a set PV status opcode/LU. These in
combination should allow both checking and changing the disk/PV status.

Instance disk status
++++++++++++++++++++

This new opcode or opcode change must list the instance-disk-index and
node combinations of the instance together with their status. This will
allow determining what part of the instance is broken (if any).

Repair instance
+++++++++++++++

This new opcode/LU/RAPI call will run ``replace-disks -p`` as needed, in
order to fix the instance status. It only affects primary instances;
secondaries can just be moved away.

Migrate node
++++++++++++

This new opcode/LU/RAPI call will take over the current ``gnt-node
migrate`` code and run migrate for all instances on the node.

Evacuate node
++++++++++++++

This new opcode/LU/RAPI call will take over the current ``gnt-node
evacuate`` code and run replace-secondary with an iallocator script for
all instances on the node.


User-id pool
~~~~~~~~~~~~

In order to allow running different processes under unique user-ids
on a node, we introduce the user-id pool concept.

The user-id pool is a cluster-wide configuration parameter.
It is a list of user-ids and/or user-id ranges that are reserved
for running Ganeti processes (including KVM instances).
The code guarantees that on a given node a given user-id is only
handed out if there is no other process running with that user-id.

Please note, that this can only be guaranteed if all processes in
the system - that run under a user-id belonging to the pool - are
started by reserving a user-id first. That can be accomplished
either by using the RequestUnusedUid() function to get an unused
user-id or by implementing the same locking mechanism.

Implementation
++++++++++++++

The functions that are specific to the user-id pool feature are located
in a separate module: ``lib/uidpool.py``.

Storage
^^^^^^^

The user-id pool is a single cluster parameter. It is stored in the
*Cluster* object under the ``uid_pool`` name as a list of integer
tuples. These tuples represent the boundaries of user-id ranges.
For single user-ids, the boundaries are equal.

The internal user-id pool representation is converted into a
string: a newline separated list of user-ids or user-id ranges.
This string representation is distributed to all the nodes via the
*ssconf* mechanism. This means that the user-id pool can be
accessed in a read-only way on any node without consulting the master
node or master candidate nodes.

Initial value
^^^^^^^^^^^^^

The value of the user-id pool cluster parameter can be initialized
at cluster initialization time using the

``gnt-cluster init --uid-pool <uid-pool definition> ...``

command.

As there is no sensible default value for the user-id pool parameter,
it is initialized to an empty list if no ``--uid-pool`` option is
supplied at cluster init time.

If the user-id pool is empty, the user-id pool feature is considered
to be disabled.

Manipulation
^^^^^^^^^^^^

The user-id pool cluster parameter can be modified from the
command-line with the following commands:

- ``gnt-cluster modify --uid-pool <uid-pool definition>``
- ``gnt-cluster modify --add-uids <uid-pool definition>``
- ``gnt-cluster modify --remove-uids <uid-pool definition>``

The ``--uid-pool`` option overwrites the current setting with the
supplied ``<uid-pool definition>``, while
``--add-uids``/``--remove-uids`` adds/removes the listed uids
or uid-ranges from the pool.

The ``<uid-pool definition>`` should be a comma-separated list of
user-ids or user-id ranges. A range should be defined by a lower and
a higher boundary. The boundaries should be separated with a dash.
The boundaries are inclusive.

The ``<uid-pool definition>`` is parsed into the internal
representation, sanity-checked and stored in the ``uid_pool``
attribute of the *Cluster* object.

It is also immediately converted into a string (formatted in the
input format) and distributed to all nodes via the *ssconf* mechanism.

Inspection
^^^^^^^^^^

The current value of the user-id pool cluster parameter is printed
by the ``gnt-cluster info`` command.

The output format is accepted by the ``gnt-cluster modify --uid-pool``
command.

Locking
^^^^^^^

The ``uidpool.py`` module provides a function (``RequestUnusedUid``)
for requesting an unused user-id from the pool.

This will try to find a random user-id that is not currently in use.
The algorithm is the following:

1) Randomize the list of user-ids in the user-id pool
2) Iterate over this randomized UID list
3) Create a lock file (it doesn't matter if it already exists)
4) Acquire an exclusive POSIX lock on the file, to provide mutual
   exclusion for the following non-atomic operations
5) Check if there is a process in the system with the given UID
6) If there isn't, return the UID, otherwise unlock the file and
   continue the iteration over the user-ids

The user can than start a new process with this user-id.
Once a process is successfully started, the exclusive POSIX lock can
be released, but the lock file will remain in the filesystem.
The presence of such a lock file means that the given user-id is most
probably in use. The lack of a uid lock file does not guarantee that
there are no processes with that user-id.

After acquiring the exclusive POSIX lock, ``RequestUnusedUid``
always performs a check to see if there is a process running with the
given uid.

A user-id can be returned to the pool, by calling the
``ReleaseUid`` function. This will remove the corresponding lock file.
Note, that it doesn't check if there is any process still running
with that user-id. The removal of the lock file only means that there
are most probably no processes with the given user-id. This helps
in speeding up the process of finding a user-id that is guaranteed to
be unused.

There is a convenience function, called ``ExecWithUnusedUid`` that
wraps the execution of a function (or any callable) that requires a
unique user-id. ``ExecWithUnusedUid`` takes care of requesting an
unused user-id and unlocking the lock file. It also automatically
returns the user-id to the pool if the callable raises an exception.

Code examples
+++++++++++++

Requesting a user-id from the pool:

::

  from ganeti import ssconf
  from ganeti import uidpool

  # Get list of all user-ids in the uid-pool from ssconf
  ss = ssconf.SimpleStore()
  uid_pool = uidpool.ParseUidPool(ss.GetUidPool(), separator="\n")
  all_uids = set(uidpool.ExpandUidPool(uid_pool))

  uid = uidpool.RequestUnusedUid(all_uids)
  try:
    <start a process with the UID>
    # Once the process is started, we can release the file lock
    uid.Unlock()
  except ..., err:
    # Return the UID to the pool
    uidpool.ReleaseUid(uid)


Releasing a user-id:

::

  from ganeti import uidpool

  uid = <get the UID the process is running under>
  <stop the process>
  uidpool.ReleaseUid(uid)


External interface changes
--------------------------

OS API
~~~~~~

The OS API of Ganeti 2.0 has been built with extensibility in mind.
Since we pass everything as environment variables it's a lot easier to
send new information to the OSes without breaking retrocompatibility.
This section of the design outlines the proposed extensions to the API
and their implementation.

API Version Compatibility Handling
++++++++++++++++++++++++++++++++++

In 2.1 there will be a new OS API version (eg. 15), which should be
mostly compatible with api 10, except for some new added variables.
Since it's easy not to pass some variables we'll be able to handle
Ganeti 2.0 OSes by just filtering out the newly added piece of
information. We will still encourage OSes to declare support for the new
API after checking that the new variables don't provide any conflict for
them, and we will drop api 10 support after ganeti 2.1 has released.

New Environment variables
+++++++++++++++++++++++++

Some variables have never been added to the OS api but would definitely
be useful for the OSes. We plan to add an INSTANCE_HYPERVISOR variable
to allow the OS to make changes relevant to the virtualization the
instance is going to use. Since this field is immutable for each
instance, the os can tight the install without caring of making sure the
instance can run under any virtualization technology.

We also want the OS to know the particular hypervisor parameters, to be
able to customize the install even more.  Since the parameters can
change, though, we will pass them only as an "FYI": if an OS ties some
instance functionality to the value of a particular hypervisor parameter
manual changes or a reinstall may be needed to adapt the instance to the
new environment. This is not a regression as of today, because even if
the OSes are left blind about this information, sometimes they still
need to make compromises and cannot satisfy all possible parameter
values.

OS Variants
+++++++++++

Currently we are assisting to some degree of "os proliferation" just to
change a simple installation behavior. This means that the same OS gets
installed on the cluster multiple times, with different names, to
customize just one installation behavior. Usually such OSes try to share
as much as possible through symlinks, but this still causes
complications on the user side, especially when multiple parameters must
be cross-matched.

For example today if you want to install debian etch, lenny or squeeze
you probably need to install the debootstrap OS multiple times, changing
its configuration file, and calling it debootstrap-etch,
debootstrap-lenny or debootstrap-squeeze. Furthermore if you have for
example a "server" and a "development" environment which installs
different packages/configuration files and must be available for all
installs you'll probably end  up with deboostrap-etch-server,
debootstrap-etch-dev, debootrap-lenny-server, debootstrap-lenny-dev,
etc. Crossing more than two parameters quickly becomes not manageable.

In order to avoid this we plan to make OSes more customizable, by
allowing each OS to declare a list of variants which can be used to
customize it. The variants list is mandatory and must be written, one
variant per line, in the new "variants.list" file inside the main os
dir. At least one supported variant must be supported. When choosing the
OS exactly one variant will have to be specified, and will be encoded in
the os name as <OS-name>+<variant>. As for today it will be possible to
change an instance's OS at creation or install time.

The 2.1 OS list will be the combination of each OS, plus its supported
variants. This will cause the name name proliferation to remain, but at
least the internal OS code will be simplified to just parsing the passed
variant, without the need for symlinks or code duplication.

Also we expect the OSes to declare only "interesting" variants, but to
accept some non-declared ones which a user will be able to pass in by
overriding the checks ganeti does. This will be useful for allowing some
variations to be used without polluting the OS list (per-OS
documentation should list all supported variants). If a variant which is
not internally supported is forced through, the OS scripts should abort.

In the future (post 2.1) we may want to move to full fledged parameters
all orthogonal to each other (for example "architecture" (i386, amd64),
"suite" (lenny, squeeze, ...), etc). (As opposed to the variant, which
is a single parameter, and you need a different variant for all the set
of combinations you want to support).  In this case we envision the
variants to be moved inside of Ganeti and be associated with lists
parameter->values associations, which will then be passed to the OS.


IAllocator changes
~~~~~~~~~~~~~~~~~~

Current State and shortcomings
++++++++++++++++++++++++++++++

The iallocator interface allows creation of instances without manually
specifying nodes, but instead by specifying plugins which will do the
required computations and produce a valid node list.

However, the interface is quite akward to use:

- one cannot set a 'default' iallocator script
- one cannot use it to easily test if allocation would succeed
- some new functionality, such as rebalancing clusters and calculating
  capacity estimates is needed

Proposed changes
++++++++++++++++

There are two area of improvements proposed:

- improving the use of the current interface
- extending the IAllocator API to cover more automation


Default iallocator names
^^^^^^^^^^^^^^^^^^^^^^^^

The cluster will hold, for each type of iallocator, a (possibly empty)
list of modules that will be used automatically.

If the list is empty, the behaviour will remain the same.

If the list has one entry, then ganeti will behave as if
'--iallocator' was specifyed on the command line. I.e. use this
allocator by default. If the user however passed nodes, those will be
used in preference.

If the list has multiple entries, they will be tried in order until
one gives a successful answer.

Dry-run allocation
^^^^^^^^^^^^^^^^^^

The create instance LU will get a new 'dry-run' option that will just
simulate the placement, and return the chosen node-lists after running
all the usual checks.

Cluster balancing
^^^^^^^^^^^^^^^^^

Instance add/removals/moves can create a situation where load on the
nodes is not spread equally. For this, a new iallocator mode will be
implemented called ``balance`` in which the plugin, given the current
cluster state, and a maximum number of operations, will need to
compute the instance relocations needed in order to achieve a "better"
(for whatever the script believes it's better) cluster.

Cluster capacity calculation
^^^^^^^^^^^^^^^^^^^^^^^^^^^^

In this mode, called ``capacity``, given an instance specification and
the current cluster state (similar to the ``allocate`` mode), the
plugin needs to return:

- how many instances can be allocated on the cluster with that
  specification
- on which nodes these will be allocated (in order)

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