Update developer docs for rolling upgrades
Add more detailed information about Alembic migrations and the EXPERIMENTAL zero-downtime database upgrade process introduced in Ocata plus initial rolling upgrade operator docs. Change-Id: Ic30cd5872962df0fdfa9064391d1f7d04104bc49
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doc/source/db-sqlalchemy-migrate.rst
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doc/source/db-sqlalchemy-migrate.rst
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..
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Copyright 2012 OpenStack Foundation
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All Rights Reserved.
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Licensed under the Apache License, Version 2.0 (the "License"); you may
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not use this file except in compliance with the License. You may obtain
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a copy of the License at
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http://www.apache.org/licenses/LICENSE-2.0
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Unless required by applicable law or agreed to in writing, software
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distributed under the License is distributed on an "AS IS" BASIS, WITHOUT
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WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the
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License for the specific language governing permissions and limitations
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under the License.
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Legacy Database Management
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==========================
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.. note::
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This page applies only to Glance releases prior to Ocata. From Ocata
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onward, please see :doc:`db`.
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The default metadata driver for Glance uses sqlalchemy, which implies there
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exists a backend database which must be managed. The ``glance-manage`` binary
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provides a set of commands for making this easier.
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The commands should be executed as a subcommand of 'db':
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glance-manage db <cmd> <args>
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Sync the Database
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-----------------
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glance-manage db sync <version> <current_version>
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Place a database under migration control and upgrade, creating it first if necessary.
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Determining the Database Version
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--------------------------------
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glance-manage db version
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This will print the current migration level of a Glance database.
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Upgrading an Existing Database
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------------------------------
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glance-manage db upgrade <VERSION>
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This will take an existing database and upgrade it to the specified VERSION.
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Downgrading an Existing Database
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--------------------------------
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Upgrades involve complex operations and can fail. Before attempting any
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upgrade, you should make a full database backup of your production data. As of
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Kilo, database downgrades are not supported, and the only method available to
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get back to a prior database version is to restore from backup[1].
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[1]: http://docs.openstack.org/ops-guide/ops-upgrades.html#perform-a-backup
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@ -1,7 +1,4 @@
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..
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Copyright 2012 OpenStack Foundation
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All Rights Reserved.
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Licensed under the Apache License, Version 2.0 (the "License"); you may
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not use this file except in compliance with the License. You may obtain
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a copy of the License at
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@ -17,7 +14,7 @@
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Database Management
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===================
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The default metadata driver for Glance uses sqlalchemy, which implies there
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The default metadata driver for Glance uses `SQLAlchemy`_, which implies there
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exists a backend database which must be managed. The ``glance-manage`` binary
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provides a set of commands for making this easier.
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@ -25,6 +22,56 @@ The commands should be executed as a subcommand of 'db':
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glance-manage db <cmd> <args>
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.. note::
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In the Ocata release (14.0.0), the database migration engine was changed
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from *SQLAlchemy Migrate* to *Alembic*. This necessitated some changes in
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the ``glance-manage`` tool. While the user interface has been kept as
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similar as possible, the ``glance-manage`` tool included with the Ocata and
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more recent releases is incompatible with the "legacy" tool. If you are
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consulting these documents for information about the ``glance-manage`` tool
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in the Newton or earlier releases, please see the
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:doc:`db-sqlalchemy-migrate` page.
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.. _`SQLAlchemy`: http://www.sqlalchemy.org/
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Migration Scripts
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-----------------
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The migration scripts are stored in the directory:
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``glance/db/sqlalchemy/alembic_migrations/versions``
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As mentioned above, these scripts utilize the Alembic migration engine, which
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was first introduced in the Ocata release. All database migrations up through
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the Liberty release are consolidated into one Alembic migration script named
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``liberty_initial``. Mitaka migrations are retained, but have been rewritten
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for Alembic and named using the new naming convention.
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A fresh Glance installation will apply the following
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migrations:
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* ``liberty-initial``
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* ``mitaka01``
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* ``mitaka02``
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* ``ocata01``
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.. note::
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The "old-style" migration scripts have been retained in their `current
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directory`_ in the Ocata release so that interested operators can correlate
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them with the new migrations. This directory will be removed in future
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releases.
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In particular, the "old-style" script for the Ocata migration,
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`045_add_visibility.py`_ is retained for operators who are conversant in
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SQLAlchemy Migrate and are interested in comparing it with a "new-style"
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Alembic migration script. The Alembic script, which is the one actually
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used to do the upgrade to Ocata, is
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`ocata01_add_visibility_remove_is_public.py`_.
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.. _`current directory`: http://git.openstack.org/cgit/openstack/glance/tree/glance/db/sqlalchemy/migrate_repo/versions?h=stable/ocata
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.. _`045_add_visibility.py`: http://git.openstack.org/cgit/openstack/glance/tree/glance/db/sqlalchemy/migrate_repo/versions/045_add_visibility.py?h=stable/ocata
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.. _`ocata01_add_visibility_remove_is_public.py`: http://git.openstack.org/cgit/openstack/glance/tree/glance/db/sqlalchemy/alembic_migrations/versions/ocata01_add_visibility_remove_is_public.py?h=stable/ocata
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Sync the Database
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-----------------
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@ -34,26 +81,20 @@ Sync the Database
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Place an existing database under migration control and upgrade it to the
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specified VERSION or to the latest migration level if VERSION is not specified.
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.. note:: Prior to Ocata release the database version was a numeric value.
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For example: for the Newton release, the latest migration level was ``44``.
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Starting with Ocata, database version will be a revision name
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corresponding to the latest migration included in the release. For the
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Ocata release, there is only one database migration and it is identified
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by revision ``ocata01``. So, the database version for Ocata release would
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be ``ocata01``.
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.. note::
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Prior to Ocata release the database version was a numeric value. For
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example: for the Newton release, the latest migration level was ``44``.
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Starting with Ocata, database version is a revision name corresponding to
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the latest migration included in the release. For the Ocata release, there
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is only one database migration and it is identified by revision
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``ocata01``. So, the database version for Ocata release is ``ocata01``.
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This naming convention will change slightly with the introduction of
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zero-downtime upgrades, which is EXPERIMENTAL in Ocata, but is projected to
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be the official upgrade method beginning with the Pike release. See
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:ref:`zero-downtime` below for more information.
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However, with the introduction of zero-downtime upgrades, database version
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will be a composite version including both expand and contract revisions.
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To achieve zero-downtime upgrades, we split the ``ocata01`` migration into
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``ocata_expand01`` and ``ocata_contract01``. During the upgrade process,
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the database would initially be marked with ``ocata_expand01`` and
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eventually after completing the full upgrade process, the database will be
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marked with ``ocata_contract01``. So, instead of one database version, an
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operator will see a composite database version that will have both expand
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and contract versions. A database will be considered at Ocata version only
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when both expand and contract revisions are at the latest revisions
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possible. For a successful Ocata rolling upgrade, the database should be
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marked with both ``ocata_expand01``, ``ocata_contract01``.
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Determining the Database Version
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--------------------------------
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@ -70,15 +111,120 @@ Upgrading an Existing Database
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This will take an existing database and upgrade it to the specified VERSION.
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.. _downgrades:
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Downgrading an Existing Database
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--------------------------------
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Upgrades involve complex operations and can fail. Before attempting any
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upgrade, you should make a full database backup of your production data. As of
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Kilo, database downgrades are not supported, and the only method available to
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get back to a prior database version is to restore from backup [1].
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[1]: http://docs.openstack.org/ops-guide/ops-upgrades.html#perform-a-backup
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.. _zero-downtime:
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Zero-Downtime Database Upgrades
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===============================
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.. warning::
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This feature is EXPERIMENTAL in the Ocata release. We encourage operators
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to try it out, but its use in production environments is currently NOT
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SUPPORTED.
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A zero-downtime database upgrade enables true rolling upgrades of the Glance
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nodes in your cloud's control plane. At the appropriate point in the upgrade,
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you can have a mixed deployment of release *n* (for example, Ocata) and release
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*n-1* (for example, Newton) Glance nodes, take the *n-1* release nodes out of
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rotation, allow them to drain, and then take them out of service permanently,
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leaving all Glance nodes in your cloud at release *n*.
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That's a rough sketch of how a rolling upgrade would work. For full details,
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see :doc:`rollingupgrades`.
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.. note::
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Downgrading a database is not supported. See :ref:`downgrades` for more
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information.
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The Expand-Migrate-Contract Cycle
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---------------------------------
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For Glance, a zero-downtime database upgrade has three phases:
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1. **Expand**: in this phase, new columns, tables, indexes, or triggers are
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added to the database.
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2. **Migrate**: in this phase, data is migrated to the new columns or tables.
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3. **Contract**: in this phase, the "old" tables or columns (and any database
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triggers used during the migration), which are no longer in use, are removed
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from the database.
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The above phases are abbreviated as an **E-M-C** database upgrade.
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New Database Version Identifiers
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--------------------------------
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In order to perform zero-downtime upgrades, the version identifier of a
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database becomes more complicated since it must reflect knowledge of what point
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in the E-M-C cycle the upgrade has reached. To make this evident, the
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identifier explicitly contains 'expand' or 'contract' as part of its name.
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Thus the ``ocata01`` migration (that is, the migration that's currently used in
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the fully supported upgrade path) has two identifiers associated with it for
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zero-downtime upgrades: ``ocata_expand01`` and ``ocata_contract01``.
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During the upgrade process, the database is initially marked with
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``ocata_expand01``. Eventually, after completing the full upgrade process, the
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database will be marked with ``ocata_contract01``. So, instead of one database
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version, an operator will see a composite database version that will have both
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expand and contract versions. A database will be considered at Ocata version
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only when both expand and contract revisions are at the latest revisions. For
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a successful Ocata zero-downtime upgrade, for example, the database will be
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marked with both ``ocata_expand01``, ``ocata_contract01``.
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In the case in which there are multiple changes in a cycle, the database
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version record would go through the following progression:
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+-------+--------------------------------------+-------------------------+
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| stage | database identifier | comment |
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+=======+======================================+=========================+
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| E | ``bexar_expand01`` | upgrade begins |
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+-------+--------------------------------------+-------------------------+
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| E | ``bexar_expand02`` | |
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+-------+--------------------------------------+-------------------------+
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| E | ``bexar_expand03`` | |
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+-------+--------------------------------------+-------------------------+
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| M | ``bexar_expand03`` | bexar_migrate01 occurs |
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+-------+--------------------------------------+-------------------------+
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| M | ``bexar_expand03`` | bexar_migrate02 occurs |
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+-------+--------------------------------------+-------------------------+
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| M | ``bexar_expand03`` | bexar_migrate03 occurs |
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+-------+--------------------------------------+-------------------------+
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| C | ``bexar_expand03, bexar_contract01`` | |
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+-------+--------------------------------------+-------------------------+
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| C | ``bexar_expand03, bexar_contract02`` | |
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+-------+--------------------------------------+-------------------------+
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| C | ``bexar_expand03, bexar_contract03`` | upgrade completed |
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+-------+--------------------------------------+-------------------------+
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Database Upgrade
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----------------
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In order to enable the E-M-C database upgrade cycle, and to enable Glance
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rolling upgrades, the ``glance-manage`` tool has been augmented to include the
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following operations.
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Expanding the Database
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----------------------
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glance-manage db expand
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This will run the expansion phase of a rolling upgrade process.
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Database expansion should be run as the first step in the rolling upgrade
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process before any new services are started.
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This will run the expansion phase of a rolling upgrade process. Database
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expansion should be run as the first step in the rolling upgrade process before
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any new services are started.
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Migrating the Data
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@ -86,9 +232,9 @@ Migrating the Data
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glance-manage db migrate
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This will run the data migrate phase of a rolling upgrade process.
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Database migration should be run after database expansion and before
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database contraction has been performed.
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This will run the data migrate phase of a rolling upgrade process. Database
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migration should be run after database expansion but before any new services
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are started.
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Contracting the Database
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@ -99,13 +245,3 @@ Contracting the Database
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This will run the contraction phase of a rolling upgrade process.
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Database contraction should be run as the last step of the rolling upgrade
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process after all old services are upgraded to new ones.
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Downgrading an Existing Database
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--------------------------------
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Upgrades involve complex operations and can fail. Before attempting any
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upgrade, you should make a full database backup of your production data. As of
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Kilo, database downgrades are not supported, and the only method available to
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get back to a prior database version is to restore from backup[1].
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[1]: http://docs.openstack.org/ops-guide/ops-upgrades.html#perform-a-backup
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@ -89,6 +89,7 @@ Operating Glance
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controllingservers
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db
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rollingupgrades
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cache
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notifications
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110
doc/source/rollingupgrades.rst
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110
doc/source/rollingupgrades.rst
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@ -0,0 +1,110 @@
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..
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Licensed under the Apache License, Version 2.0 (the "License"); you may
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not use this file except in compliance with the License. You may obtain
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a copy of the License at
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http://www.apache.org/licenses/LICENSE-2.0
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Unless required by applicable law or agreed to in writing, software
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distributed under the License is distributed on an "AS IS" BASIS, WITHOUT
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WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied. See the
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License for the specific language governing permissions and limitations
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under the License.
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Rolling Upgrades
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================
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.. note:: The Rolling Upgrades feature is EXPERIMENTAL and its use in
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production systems is currently **not supported**.
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Scope of this document
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----------------------
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This page describes one way to perform a rolling upgrade from Newton to Ocata
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for a particular configuration of Glance services. There may be other ways to
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perform a rolling upgrade from Newton to Ocata for other configurations of
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Glance services, but those are beyond the scope of this document. For the
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experimental rollout of rolling upgrades, we describe only the following
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simple case.
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Prerequisites
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-------------
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* MySQL/MariaDB 5.5 or later
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* Glance running Images API v2 only
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* Glance not using the Glance Registry
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* Multiple Glance nodes
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* A load balancer or some other type of redirection device is being used
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in front of the Glance nodes in such a way that a node can be dropped
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out of rotation, that is, that Glance node continues running the Glance
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service but is no longer having requests routed to it
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Procedure
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---------
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Following is the process to upgrade Glance with zero downtime:
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1. Backup the Glance database.
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2. Choose an arbitrary Glance node or provision a new node to install the new
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release. If an existing Glance node is chosen, gracefully stop the Glance
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services. In what follows, this node will be referred to as the NEW NODE.
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.. _Stop the Glance processes gracefully:
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.. note::
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**Gracefully stopping services**
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Before stopping the Glance processes on a node, one may choose to wait until
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all the existing connections drain out. This could be achieved by taking the
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node out of rotation, that is, by ensuring that requests are no longer
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routed to that node. This way all the requests that are currently being
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processed will get a chance to finish processing. However, some Glance
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requests like uploading and downloading images may last a long time. This
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increases the wait time to drain out all connections and consequently the
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time to upgrade Glance completely. On the other hand, stopping the Glance
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services before the connections drain out will present the user with errors.
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While arguably this is not downtime given that Images API requests are
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continually being serviced by other nodes, this is nonetheless an unpleasant
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user experience for the user whose in-flight request has terminated in an
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error. Hence, an operator must be judicious when stopping the services.
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3. Upgrade the NEW NODE with new release and update the configuration
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accordingly. **DO NOT** start the Glance services on the NEW NODE at
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this time.
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4. Using the NEW NODE, expand the database using the command
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``glance-manage db expand``.
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5. Then, also on the NEW NODE, perform the data migrations using the command
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``glance-manage db migrate``.
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*The data migrations must be completed before you proceed to the next step.*
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6. Start the Glance processes on the NEW NODE. It is now ready to receive
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traffic from the load balancer.
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7. Taking one node at a time from the remaining nodes, for each node:
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a. `Stop the Glance processes gracefully`_ as described in Step 2, above.
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*Do not proceed until the "old" Glance services on the node have been
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completely shut down.*
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b. Upgrade the node to the new release (and corresponding configuration).
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c. Start the updated Glance processes on the upgraded node.
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8. After **ALL** of the nodes have been upgraded to run the new Glance
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services, and there are **NO** nodes running any old Glance services,
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contract the database by running the command
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``glance manage db contract``
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from any one of the upgraded nodes.
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