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HBAL(1) Ganeti | Version @GANETI_VERSION@
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=========================================
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NAME
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----
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hbal \- Cluster balancer for Ganeti
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SYNOPSIS
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--------
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**hbal** {backend options...} [algorithm options...] [reporting options...]
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**hbal** \--version
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Backend options:
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{ **-m** *cluster* | **-L[** *path* **] [-X]** | **-t** *data-file* |
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**-I** *path* }
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Algorithm options:
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**[ \--max-cpu *cpu-ratio* ]**
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**[ \--min-disk *disk-ratio* ]**
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**[ -l *limit* ]**
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**[ -e *score* ]**
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**[ -g *delta* ]** **[ \--min-gain-limit *threshold* ]**
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**[ -O *name...* ]**
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**[ \--no-disk-moves ]**
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**[ \--no-instance-moves ]**
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**[ -U *util-file* ]**
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**[ \--evac-mode ]**
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**[ \--select-instances *inst...* ]**
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**[ \--exclude-instances *inst...* ]**
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Reporting options:
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**[ -C[ *file* ] ]**
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**[ -p[ *fields* ] ]**
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**[ \--print-instances ]**
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**[ -o ]**
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**[ -v... | -q ]**
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DESCRIPTION
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-----------
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hbal is a cluster balancer that looks at the current state of the
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cluster (nodes with their total and free disk, memory, etc.) and
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instance placement and computes a series of steps designed to bring
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the cluster into a better state.
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The algorithm used is designed to be stable (i.e. it will give you the
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same results when restarting it from the middle of the solution) and
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reasonably fast. It is not, however, designed to be a perfect algorithm:
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it is possible to make it go into a corner from which it can find no
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improvement, because it looks only one "step" ahead.
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By default, the program will show the solution incrementally as it is
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computed, in a somewhat cryptic format; for getting the actual Ganeti
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command list, use the **-C** option.
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ALGORITHM
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~~~~~~~~~
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The program works in independent steps; at each step, we compute the
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best instance move that lowers the cluster score.
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The possible move type for an instance are combinations of
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failover/migrate and replace-disks such that we change one of the
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instance nodes, and the other one remains (but possibly with changed
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role, e.g. from primary it becomes secondary). The list is:
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- failover (f)
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- replace secondary (r)
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- replace primary, a composite move (f, r, f)
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- failover and replace secondary, also composite (f, r)
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- replace secondary and failover, also composite (r, f)
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We don't do the only remaining possibility of replacing both nodes
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(r,f,r,f or the equivalent f,r,f,r) since these move needs an
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exhaustive search over both candidate primary and secondary nodes, and
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is O(n*n) in the number of nodes. Furthermore, it doesn't seems to
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give better scores but will result in more disk replacements.
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PLACEMENT RESTRICTIONS
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~~~~~~~~~~~~~~~~~~~~~~
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At each step, we prevent an instance move if it would cause:
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- a node to go into N+1 failure state
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- an instance to move onto an offline node (offline nodes are either
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  read from the cluster or declared with *-O*)
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- an exclusion-tag based conflict (exclusion tags are read from the
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  cluster and/or defined via the *\--exclusion-tags* option)
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- a max vcpu/pcpu ratio to be exceeded (configured via *\--max-cpu*)
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- min disk free percentage to go below the configured limit
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  (configured via *\--min-disk*)
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CLUSTER SCORING
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~~~~~~~~~~~~~~~
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As said before, the algorithm tries to minimise the cluster score at
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each step. Currently this score is computed as a sum of the following
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components:
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- standard deviation of the percent of free memory
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- standard deviation of the percent of reserved memory
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- standard deviation of the percent of free disk
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- count of nodes failing N+1 check
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- count of instances living (either as primary or secondary) on
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  offline nodes
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- count of instances living (as primary) on offline nodes; this
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  differs from the above metric by helping failover of such instances
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  in 2-node clusters
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- standard deviation of the ratio of virtual-to-physical cpus (for
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  primary instances of the node)
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- standard deviation of the dynamic load on the nodes, for cpus,
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  memory, disk and network
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The free memory and free disk values help ensure that all nodes are
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somewhat balanced in their resource usage. The reserved memory helps
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to ensure that nodes are somewhat balanced in holding secondary
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instances, and that no node keeps too much memory reserved for
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N+1. And finally, the N+1 percentage helps guide the algorithm towards
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eliminating N+1 failures, if possible.
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Except for the N+1 failures and offline instances counts, we use the
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standard deviation since when used with values within a fixed range
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(we use percents expressed as values between zero and one) it gives
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consistent results across all metrics (there are some small issues
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related to different means, but it works generally well). The 'count'
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type values will have higher score and thus will matter more for
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balancing; thus these are better for hard constraints (like evacuating
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nodes and fixing N+1 failures). For example, the offline instances
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count (i.e. the number of instances living on offline nodes) will
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cause the algorithm to actively move instances away from offline
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nodes. This, coupled with the restriction on placement given by
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offline nodes, will cause evacuation of such nodes.
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The dynamic load values need to be read from an external file (Ganeti
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doesn't supply them), and are computed for each node as: sum of
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primary instance cpu load, sum of primary instance memory load, sum of
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primary and secondary instance disk load (as DRBD generates write load
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on secondary nodes too in normal case and in degraded scenarios also
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read load), and sum of primary instance network load. An example of
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how to generate these values for input to hbal would be to track ``xm
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list`` for instances over a day and by computing the delta of the cpu
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values, and feed that via the *-U* option for all instances (and keep
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the other metrics as one). For the algorithm to work, all that is
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needed is that the values are consistent for a metric across all
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instances (e.g. all instances use cpu% to report cpu usage, and not
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something related to number of CPU seconds used if the CPUs are
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different), and that they are normalised to between zero and one. Note
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that it's recommended to not have zero as the load value for any
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instance metric since then secondary instances are not well balanced.
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On a perfectly balanced cluster (all nodes the same size, all
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instances the same size and spread across the nodes equally), the
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values for all metrics would be zero. This doesn't happen too often in
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practice :)
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OFFLINE INSTANCES
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~~~~~~~~~~~~~~~~~
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Since current Ganeti versions do not report the memory used by offline
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(down) instances, ignoring the run status of instances will cause
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wrong calculations. For this reason, the algorithm subtracts the
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memory size of down instances from the free node memory of their
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primary node, in effect simulating the startup of such instances.
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EXCLUSION TAGS
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~~~~~~~~~~~~~~
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The exclusion tags mechanism is designed to prevent instances which
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run the same workload (e.g. two DNS servers) to land on the same node,
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which would make the respective node a SPOF for the given service.
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It works by tagging instances with certain tags and then building
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exclusion maps based on these. Which tags are actually used is
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configured either via the command line (option *\--exclusion-tags*)
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or via adding them to the cluster tags:
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\--exclusion-tags=a,b
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  This will make all instance tags of the form *a:\**, *b:\** be
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  considered for the exclusion map
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cluster tags *htools:iextags:a*, *htools:iextags:b*
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  This will make instance tags *a:\**, *b:\** be considered for the
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  exclusion map. More precisely, the suffix of cluster tags starting
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  with *htools:iextags:* will become the prefix of the exclusion tags.
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Both the above forms mean that two instances both having (e.g.) the
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tag *a:foo* or *b:bar* won't end on the same node.
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OPTIONS
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-------
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The options that can be passed to the program are as follows:
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-C, \--print-commands
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  Print the command list at the end of the run. Without this, the
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  program will only show a shorter, but cryptic output.
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  Note that the moves list will be split into independent steps,
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  called "jobsets", but only for visual inspection, not for actually
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  parallelisation. It is not possible to parallelise these directly
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  when executed via "gnt-instance" commands, since a compound command
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  (e.g. failover and replace-disks) must be executed
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  serially. Parallel execution is only possible when using the Luxi
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  backend and the *-L* option.
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  The algorithm for splitting the moves into jobsets is by
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  accumulating moves until the next move is touching nodes already
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  touched by the current moves; this means we can't execute in
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  parallel (due to resource allocation in Ganeti) and thus we start a
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  new jobset.
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-p, \--print-nodes
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  Prints the before and after node status, in a format designed to allow
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  the user to understand the node's most important parameters. See the
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  man page **htools**(1) for more details about this option.
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\--print-instances
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  Prints the before and after instance map. This is less useful as the
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  node status, but it can help in understanding instance moves.
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-O *name*
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  This option (which can be given multiple times) will mark nodes as
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  being *offline*. This means a couple of things:
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  - instances won't be placed on these nodes, not even temporarily;
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    e.g. the *replace primary* move is not available if the secondary
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    node is offline, since this move requires a failover.
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  - these nodes will not be included in the score calculation (except
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    for the percentage of instances on offline nodes)
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  Note that algorithm will also mark as offline any nodes which are
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  reported by RAPI as such, or that have "?" in file-based input in
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  any numeric fields.
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-e *score*, \--min-score=*score*
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  This parameter denotes the minimum score we are happy with and alters
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  the computation in two ways:
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  - if the cluster has the initial score lower than this value, then we
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    don't enter the algorithm at all, and exit with success
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  - during the iterative process, if we reach a score lower than this
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    value, we exit the algorithm
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  The default value of the parameter is currently ``1e-9`` (chosen
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  empirically).
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-g *delta*, \--min-gain=*delta*
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  Since the balancing algorithm can sometimes result in just very tiny
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  improvements, that bring less gain that they cost in relocation
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  time, this parameter (defaulting to 0.01) represents the minimum
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  gain we require during a step, to continue balancing.
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\--min-gain-limit=*threshold*
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  The above min-gain option will only take effect if the cluster score
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  is already below *threshold* (defaults to 0.1). The rationale behind
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  this setting is that at high cluster scores (badly balanced
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  clusters), we don't want to abort the rebalance too quickly, as
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  later gains might still be significant. However, under the
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  threshold, the total gain is only the threshold value, so we can
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  exit early.
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\--no-disk-moves
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  This parameter prevents hbal from using disk move
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  (i.e. "gnt-instance replace-disks") operations. This will result in
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  a much quicker balancing, but of course the improvements are
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  limited. It is up to the user to decide when to use one or another.
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\--no-instance-moves
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  This parameter prevents hbal from using instance moves
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  (i.e. "gnt-instance migrate/failover") operations. This will only use
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  the slow disk-replacement operations, and will also provide a worse
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  balance, but can be useful if moving instances around is deemed unsafe
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  or not preferred.
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\--evac-mode
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  This parameter restricts the list of instances considered for moving
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  to the ones living on offline/drained nodes. It can be used as a
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  (bulk) replacement for Ganeti's own *gnt-node evacuate*, with the
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  note that it doesn't guarantee full evacuation.
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\--select-instances=*instances*
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  This parameter marks the given instances (as a comma-separated list)
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  as the only ones being moved during the rebalance.
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\--exclude-instances=*instances*
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  This parameter marks the given instances (as a comma-separated list)
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  from being moved during the rebalance.
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-U *util-file*
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  This parameter specifies a file holding instance dynamic utilisation
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  information that will be used to tweak the balancing algorithm to
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  equalise load on the nodes (as opposed to static resource
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  usage). The file is in the format "instance_name cpu_util mem_util
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  disk_util net_util" where the "_util" parameters are interpreted as
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  numbers and the instance name must match exactly the instance as
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  read from Ganeti. In case of unknown instance names, the program
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  will abort.
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  If not given, the default values are one for all metrics and thus
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  dynamic utilisation has only one effect on the algorithm: the
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  equalisation of the secondary instances across nodes (this is the
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  only metric that is not tracked by another, dedicated value, and
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  thus the disk load of instances will cause secondary instance
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  equalisation). Note that value of one will also influence slightly
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  the primary instance count, but that is already tracked via other
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  metrics and thus the influence of the dynamic utilisation will be
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  practically insignificant.
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-S *filename*, \--save-cluster=*filename*
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  If given, the state of the cluster before the balancing is saved to
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  the given file plus the extension "original"
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  (i.e. *filename*.original), and the state at the end of the
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  balancing is saved to the given file plus the extension "balanced"
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  (i.e. *filename*.balanced). This allows re-feeding the cluster state
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  to either hbal itself or for example hspace via the ``-t`` option.
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-t *datafile*, \--text-data=*datafile*
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  Backend specification: the name of the file holding node and instance
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  information (if not collecting via RAPI or LUXI). This or one of the
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  other backends must be selected. The option is described in the man
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  page **htools**(1).
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-m *cluster*
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  Backend specification: collect data directly from the *cluster* given
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  as an argument via RAPI. The option is described in the man page
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  **htools**(1).
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-L [*path*]
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  Backend specification: collect data directly from the master daemon,
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  which is to be contacted via LUXI (an internal Ganeti protocol). The
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  option is described in the man page **htools**(1).
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-X
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  When using the Luxi backend, hbal can also execute the given
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  commands. The execution method is to execute the individual jobsets
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  (see the *-C* option for details) in separate stages, aborting if at
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  any time a jobset doesn't have all jobs successful. Each step in the
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  balancing solution will be translated into exactly one Ganeti job
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  (having between one and three OpCodes), and all the steps in a
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  jobset will be executed in parallel. The jobsets themselves are
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  executed serially.
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  The execution of the job series can be interrupted, see below for
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  signal handling.
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-l *N*, \--max-length=*N*
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  Restrict the solution to this length. This can be used for example
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  to automate the execution of the balancing.
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\--max-cpu=*cpu-ratio*
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  The maximum virtual to physical cpu ratio, as a floating point number
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  greater than or equal to one. For example, specifying *cpu-ratio* as
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  **2.5** means that, for a 4-cpu machine, a maximum of 10 virtual cpus
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  should be allowed to be in use for primary instances. A value of
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  exactly one means there will be no over-subscription of CPU (except
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  for the CPU time used by the node itself), and values below one do not
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  make sense, as that means other resources (e.g. disk) won't be fully
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  utilised due to CPU restrictions.
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\--min-disk=*disk-ratio*
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  The minimum amount of free disk space remaining, as a floating point
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  number. For example, specifying *disk-ratio* as **0.25** means that
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  at least one quarter of disk space should be left free on nodes.
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-G *uuid*, \--group=*uuid*
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  On an multi-group cluster, select this group for
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  processing. Otherwise hbal will abort, since it cannot balance
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  multiple groups at the same time.
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-v, \--verbose
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  Increase the output verbosity. Each usage of this option will
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  increase the verbosity (currently more than 2 doesn't make sense)
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  from the default of one.
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-q, \--quiet
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  Decrease the output verbosity. Each usage of this option will
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  decrease the verbosity (less than zero doesn't make sense) from the
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  default of one.
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-V, \--version
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  Just show the program version and exit.
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SIGNAL HANDLING
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---------------
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When executing jobs via LUXI (using the ``-X`` option), normally hbal
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will execute all jobs until either one errors out or all the jobs finish
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successfully.
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Since balancing can take a long time, it is possible to stop hbal early
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in two ways:
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- by sending a ``SIGINT`` (``^C``), hbal will register the termination
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  request, and will wait until the currently submitted jobs finish, at
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  which point it will exit (with exit code 1)
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- by sending a ``SIGTERM``, hbal will immediately exit (with exit code
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  2); it is the responsibility of the user to follow up with Ganeti the
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  result of the currently-executing jobs
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Note that in any situation, it's perfectly safe to kill hbal, either via
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the above signals or via any other signal (e.g. ``SIGQUIT``,
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``SIGKILL``), since the jobs themselves are processed by Ganeti whereas
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hbal (after submission) only watches their progression. In this case,
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the use will again have to query Ganeti for job results.
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EXIT STATUS
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-----------
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The exit status of the command will be zero, unless for some reason the
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algorithm fatally failed (e.g. wrong node or instance data), or (in case
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of job execution) either one of the jobs has failed or the balancing was
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interrupted early.
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BUGS
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----
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The program does not check all its input data for consistency, and
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sometime aborts with cryptic errors messages with invalid data.
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The algorithm is not perfect.
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EXAMPLE
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-------
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Note that these examples are not for the latest version (they don't
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have full node data).
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Default output
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~~~~~~~~~~~~~~
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With the default options, the program shows each individual step and
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the improvements it brings in cluster score::
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    $ hbal
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    Loaded 20 nodes, 80 instances
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    Cluster is not N+1 happy, continuing but no guarantee that the cluster will end N+1 happy.
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    Initial score: 0.52329131
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    Trying to minimize the CV...
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        1. instance14  node1:node10  => node16:node10 0.42109120 a=f r:node16 f
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        2. instance54  node4:node15  => node16:node15 0.31904594 a=f r:node16 f
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        3. instance4   node5:node2   => node2:node16  0.26611015 a=f r:node16
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        4. instance48  node18:node20 => node2:node18  0.21361717 a=r:node2 f
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        5. instance93  node19:node18 => node16:node19 0.16166425 a=r:node16 f
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        6. instance89  node3:node20  => node2:node3   0.11005629 a=r:node2 f
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        7. instance5   node6:node2   => node16:node6  0.05841589 a=r:node16 f
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        8. instance94  node7:node20  => node20:node16 0.00658759 a=f r:node16
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        9. instance44  node20:node2  => node2:node15  0.00438740 a=f r:node15
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       10. instance62  node14:node18 => node14:node16 0.00390087 a=r:node16
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       11. instance13  node11:node14 => node11:node16 0.00361787 a=r:node16
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       12. instance19  node10:node11 => node10:node7  0.00336636 a=r:node7
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       13. instance43  node12:node13 => node12:node1  0.00305681 a=r:node1
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       14. instance1   node1:node2   => node1:node4   0.00263124 a=r:node4
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       15. instance58  node19:node20 => node19:node17 0.00252594 a=r:node17
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    Cluster score improved from 0.52329131 to 0.00252594
463

    
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In the above output, we can see:
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- the input data (here from files) shows a cluster with 20 nodes and
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  80 instances
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- the cluster is not initially N+1 compliant
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- the initial score is 0.52329131
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The step list follows, showing the instance, its initial
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primary/secondary nodes, the new primary secondary, the cluster list,
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and the actions taken in this step (with 'f' denoting failover/migrate
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and 'r' denoting replace secondary).
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Finally, the program shows the improvement in cluster score.
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478
A more detailed output is obtained via the *-C* and *-p* options::
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    $ hbal
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    Loaded 20 nodes, 80 instances
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    Cluster is not N+1 happy, continuing but no guarantee that the cluster will end N+1 happy.
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    Initial cluster status:
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    N1 Name   t_mem f_mem r_mem t_dsk f_dsk pri sec  p_fmem  p_fdsk
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     * node1  32762  1280  6000  1861  1026   5   3 0.03907 0.55179
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       node2  32762 31280 12000  1861  1026   0   8 0.95476 0.55179
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     * node3  32762  1280  6000  1861  1026   5   3 0.03907 0.55179
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     * node4  32762  1280  6000  1861  1026   5   3 0.03907 0.55179
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     * node5  32762  1280  6000  1861   978   5   5 0.03907 0.52573
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     * node6  32762  1280  6000  1861  1026   5   3 0.03907 0.55179
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     * node7  32762  1280  6000  1861  1026   5   3 0.03907 0.55179
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       node8  32762  7280  6000  1861  1026   4   4 0.22221 0.55179
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       node9  32762  7280  6000  1861  1026   4   4 0.22221 0.55179
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     * node10 32762  7280 12000  1861  1026   4   4 0.22221 0.55179
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       node11 32762  7280  6000  1861   922   4   5 0.22221 0.49577
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       node12 32762  7280  6000  1861  1026   4   4 0.22221 0.55179
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       node13 32762  7280  6000  1861   922   4   5 0.22221 0.49577
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       node14 32762  7280  6000  1861   922   4   5 0.22221 0.49577
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     * node15 32762  7280 12000  1861  1131   4   3 0.22221 0.60782
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       node16 32762 31280     0  1861  1860   0   0 0.95476 1.00000
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       node17 32762  7280  6000  1861  1106   5   3 0.22221 0.59479
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     * node18 32762  1280  6000  1396   561   5   3 0.03907 0.40239
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     * node19 32762  1280  6000  1861  1026   5   3 0.03907 0.55179
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       node20 32762 13280 12000  1861   689   3   9 0.40535 0.37068
505

    
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    Initial score: 0.52329131
507
    Trying to minimize the CV...
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        1. instance14  node1:node10  => node16:node10 0.42109120 a=f r:node16 f
509
        2. instance54  node4:node15  => node16:node15 0.31904594 a=f r:node16 f
510
        3. instance4   node5:node2   => node2:node16  0.26611015 a=f r:node16
511
        4. instance48  node18:node20 => node2:node18  0.21361717 a=r:node2 f
512
        5. instance93  node19:node18 => node16:node19 0.16166425 a=r:node16 f
513
        6. instance89  node3:node20  => node2:node3   0.11005629 a=r:node2 f
514
        7. instance5   node6:node2   => node16:node6  0.05841589 a=r:node16 f
515
        8. instance94  node7:node20  => node20:node16 0.00658759 a=f r:node16
516
        9. instance44  node20:node2  => node2:node15  0.00438740 a=f r:node15
517
       10. instance62  node14:node18 => node14:node16 0.00390087 a=r:node16
518
       11. instance13  node11:node14 => node11:node16 0.00361787 a=r:node16
519
       12. instance19  node10:node11 => node10:node7  0.00336636 a=r:node7
520
       13. instance43  node12:node13 => node12:node1  0.00305681 a=r:node1
521
       14. instance1   node1:node2   => node1:node4   0.00263124 a=r:node4
522
       15. instance58  node19:node20 => node19:node17 0.00252594 a=r:node17
523
    Cluster score improved from 0.52329131 to 0.00252594
524

    
525
    Commands to run to reach the above solution:
526
      echo step 1
527
      echo gnt-instance migrate instance14
528
      echo gnt-instance replace-disks -n node16 instance14
529
      echo gnt-instance migrate instance14
530
      echo step 2
531
      echo gnt-instance migrate instance54
532
      echo gnt-instance replace-disks -n node16 instance54
533
      echo gnt-instance migrate instance54
534
      echo step 3
535
      echo gnt-instance migrate instance4
536
      echo gnt-instance replace-disks -n node16 instance4
537
      echo step 4
538
      echo gnt-instance replace-disks -n node2 instance48
539
      echo gnt-instance migrate instance48
540
      echo step 5
541
      echo gnt-instance replace-disks -n node16 instance93
542
      echo gnt-instance migrate instance93
543
      echo step 6
544
      echo gnt-instance replace-disks -n node2 instance89
545
      echo gnt-instance migrate instance89
546
      echo step 7
547
      echo gnt-instance replace-disks -n node16 instance5
548
      echo gnt-instance migrate instance5
549
      echo step 8
550
      echo gnt-instance migrate instance94
551
      echo gnt-instance replace-disks -n node16 instance94
552
      echo step 9
553
      echo gnt-instance migrate instance44
554
      echo gnt-instance replace-disks -n node15 instance44
555
      echo step 10
556
      echo gnt-instance replace-disks -n node16 instance62
557
      echo step 11
558
      echo gnt-instance replace-disks -n node16 instance13
559
      echo step 12
560
      echo gnt-instance replace-disks -n node7 instance19
561
      echo step 13
562
      echo gnt-instance replace-disks -n node1 instance43
563
      echo step 14
564
      echo gnt-instance replace-disks -n node4 instance1
565
      echo step 15
566
      echo gnt-instance replace-disks -n node17 instance58
567

    
568
    Final cluster status:
569
    N1 Name   t_mem f_mem r_mem t_dsk f_dsk pri sec  p_fmem  p_fdsk
570
       node1  32762  7280  6000  1861  1026   4   4 0.22221 0.55179
571
       node2  32762  7280  6000  1861  1026   4   4 0.22221 0.55179
572
       node3  32762  7280  6000  1861  1026   4   4 0.22221 0.55179
573
       node4  32762  7280  6000  1861  1026   4   4 0.22221 0.55179
574
       node5  32762  7280  6000  1861  1078   4   5 0.22221 0.57947
575
       node6  32762  7280  6000  1861  1026   4   4 0.22221 0.55179
576
       node7  32762  7280  6000  1861  1026   4   4 0.22221 0.55179
577
       node8  32762  7280  6000  1861  1026   4   4 0.22221 0.55179
578
       node9  32762  7280  6000  1861  1026   4   4 0.22221 0.55179
579
       node10 32762  7280  6000  1861  1026   4   4 0.22221 0.55179
580
       node11 32762  7280  6000  1861  1022   4   4 0.22221 0.54951
581
       node12 32762  7280  6000  1861  1026   4   4 0.22221 0.55179
582
       node13 32762  7280  6000  1861  1022   4   4 0.22221 0.54951
583
       node14 32762  7280  6000  1861  1022   4   4 0.22221 0.54951
584
       node15 32762  7280  6000  1861  1031   4   4 0.22221 0.55408
585
       node16 32762  7280  6000  1861  1060   4   4 0.22221 0.57007
586
       node17 32762  7280  6000  1861  1006   5   4 0.22221 0.54105
587
       node18 32762  7280  6000  1396   761   4   2 0.22221 0.54570
588
       node19 32762  7280  6000  1861  1026   4   4 0.22221 0.55179
589
       node20 32762 13280  6000  1861  1089   3   5 0.40535 0.58565
590

    
591
Here we see, beside the step list, the initial and final cluster
592
status, with the final one showing all nodes being N+1 compliant, and
593
the command list to reach the final solution. In the initial listing,
594
we see which nodes are not N+1 compliant.
595

    
596
The algorithm is stable as long as each step above is fully completed,
597
e.g. in step 8, both the migrate and the replace-disks are
598
done. Otherwise, if only the migrate is done, the input data is
599
changed in a way that the program will output a different solution
600
list (but hopefully will end in the same state).
601

    
602
.. vim: set textwidth=72 :
603
.. Local Variables:
604
.. mode: rst
605
.. fill-column: 72
606
.. End: