swift/doc/source/development_middleware.rst
Nandini Tata 6f230c7ea0 Fixed inconsistent naming conventions
Fixed naming conventions of Keystone, Swift and proxy servers in
the docs.

Change-Id: I294afd8d7bffa8c1fc299f5812effacb9ad08910
2016-07-07 21:40:21 +00:00

13 KiB

Middleware and Metadata

Using Middleware

Python WSGI Middleware (or just "middleware") can be used to "wrap" the request and response of a Python WSGI application (i.e. a webapp, or REST/HTTP API), like Swift's WSGI servers (proxy-server, account-server, container-server, object-server). Swift uses middleware to add (sometimes optional) behaviors to the Swift WSGI servers.

Middleware can be added to the Swift WSGI servers by modifying their paste configuration file. The majority of Swift middleware is applied to the proxy-server.

Given the following basic configuration:

[DEFAULT]
log_level = DEBUG
user = <your-user-name>

[pipeline:main]
pipeline = proxy-server

[app:proxy-server]
use = egg:swift#proxy

You could add the healthcheck middleware by adding a section for that filter and adding it to the pipeline:

[DEFAULT]
log_level = DEBUG
user = <your-user-name>

[pipeline:main]
pipeline = healthcheck proxy-server

[filter:healthcheck]
use = egg:swift#healthcheck

[app:proxy-server]
use = egg:swift#proxy

Some middleware is required and will be inserted into your pipeline automatically by core swift code (e.g. the proxy-server will insert catch_errors and gatekeeper at the start of the pipeline if they are not already present). You can see which features are available on a given Swift endpoint (including middleware) using the discoverability interface.

Creating Your Own Middleware

The best way to see how to write middleware is to look at examples.

Many optional features in Swift are implemented as common_middleware and provided in swift.common.middleware, but Swift middleware may be packaged and distributed as a separate project. Some examples are listed on the associated_projects page.

A contrived middleware example that modifies request behavior by inspecting custom HTTP headers (e.g. X-Webhook) and uses sysmeta to persist data to backend storage as well as common patterns like a .get_container_info cache/query and .wsgify decorator is presented below:

from swift.common.http import is_success
from swift.common.swob import wsgify
from swift.common.utils import split_path, get_logger
from swift.common.request_helper import get_sys_meta_prefix
from swift.proxy.controllers.base import get_container_info

from eventlet import Timeout
from eventlet.green import urllib2

# x-container-sysmeta-webhook
SYSMETA_WEBHOOK = get_sys_meta_prefix('container') + 'webhook'


class WebhookMiddleware(object):

    def __init__(self, app, conf):
        self.app = app
        self.logger = get_logger(conf, log_route='webhook')

    @wsgify
    def __call__(self, req):
        obj = None
        try:
            (version, account, container, obj) = \
                split_path(req.path_info, 4, 4, True)
        except ValueError:
            # not an object request
            pass
        if 'x-webhook' in req.headers:
            # translate user's request header to sysmeta
            req.headers[SYSMETA_WEBHOOK] = \
                req.headers['x-webhook']
        if 'x-remove-webhook' in req.headers:
            # empty value will tombstone sysmeta
            req.headers[SYSMETA_WEBHOOK] = ''
        # account and object storage will ignore x-container-sysmeta-*
        resp = req.get_response(self.app)
        if obj and is_success(resp.status_int) and req.method == 'PUT':
            container_info = get_container_info(req.environ, self.app)
            # container_info may have our new sysmeta key
            webhook = container_info['sysmeta'].get('webhook')
            if webhook:
                # create a POST request with obj name as body
                webhook_req = urllib2.Request(webhook, data=obj)
                with Timeout(20):
                    try:
                        urllib2.urlopen(webhook_req).read()
                    except (Exception, Timeout):
                        self.logger.exception(
                            'failed POST to webhook %s' % webhook)
                    else:
                        self.logger.info(
                            'successfully called webhook %s' % webhook)
        if 'x-container-sysmeta-webhook' in resp.headers:
            # translate sysmeta from the backend resp to
            # user-visible client resp header
            resp.headers['x-webhook'] = resp.headers[SYSMETA_WEBHOOK]
        return resp


def webhook_factory(global_conf, **local_conf):
    conf = global_conf.copy()
    conf.update(local_conf)
    def webhook_filter(app, conf):
        return WebhookMiddleware(app)
    return webhook_filter

In practice this middleware will call the url stored on the container as X-Webhook on all successful object uploads.

If this example was at <swift-repo>/swift/common/middleware/webhook.py -you could add it to your proxy by creating a new filter section and adding it to the pipeline:

[DEFAULT]
log_level = DEBUG
user = <your-user-name>

[pipeline:main]
pipeline = healthcheck webhook proxy-server

[filter:webhook]
paste.filter_factory = swift.common.middleware.webhook:webhook_factory

[filter:healthcheck]
use = egg:swift#healthcheck

[app:proxy-server]
use = egg:swift#proxy

Most python packages expose middleware as entrypoints. See PasteDeploy documentation for more information about the syntax of the use option. All middleware included with Swift is installed to support the egg:swift syntax.

Middleware may advertize its availability and capabilities via Swift's discoverability support by using .register_swift_info:

from swift.common.utils import register_swift_info
def webhook_factory(global_conf, **local_conf):
    register_swift_info('webhook')
    def webhook_filter(app):
        return WebhookMiddleware(app)
    return webhook_filter

Swift Metadata

Generally speaking metadata is information about a resource that is associated with the resource but is not the data contained in the resource itself - which is set and retrieved via HTTP headers. (e.g. the "Content-Type" of a Swift object that is returned in HTTP response headers)

All user resources in Swift (i.e. account, container, objects) can have user metadata associated with them. Middleware may also persist custom metadata to accounts and containers safely using System Metadata. Some core Swift features which predate sysmeta have added exceptions for custom non-user metadata headers (e.g. acls, large-objects)

User Metadata

User metadata takes the form of X-<type>-Meta-<key>: <value>, where <type> depends on the resources type (i.e. Account, Container, Object) and <key> and <value> are set by the client.

User metadata should generally be reserved for use by the client or client applications. A perfect example use-case for user metadata is python-swiftclient's X-Object-Meta-Mtime which it stores on object it uploads to implement its --changed option which will only upload files that have changed since the last upload.

New middleware should avoid storing metadata within the User Metadata namespace to avoid potential conflict with existing user metadata when introducing new metadata keys. An example of legacy middleware that borrows the user metadata namespace is tempurl. An example of middleware which uses custom non-user metadata to avoid the user metadata namespace is slo-doc.

User metadata that is stored by a PUT or POST request to a container or account resource persists until it is explicitly removed by a subsequent PUT or POST request that includes a header X-<type>-Meta-<key> with no value or a header X-Remove-<type>-Meta-<key>: <ignored-value>. In the latter case the <ignored-value> is not stored. All user metadata stored with an account or container resource is deleted when the account or container is deleted.

User metadata that is stored with an object resource has a different semantic; object user metadata persists until any subsequent PUT or POST request is made to the same object, at which point all user metadata stored with that object is deleted en-masse and replaced with any user metadata included with the PUT or POST request. As a result, it is not possible to update a subset of the user metadata items stored with an object while leaving some items unchanged.

System Metadata

System metadata takes the form of X-<type>-Sysmeta-<key>: <value>, where <type> depends on the resources type (i.e. Account, Container, Object) and <key> and <value> are set by trusted code running in a Swift WSGI Server.

All headers on client requests in the form of X-<type>-Sysmeta-<key> will be dropped from the request before being processed by any middleware. All headers on responses from back-end systems in the form of X-<type>-Sysmeta-<key> will be removed after all middlewares have processed the response but before the response is sent to the client. See gatekeeper middleware for more information.

System metadata provides a means to store potentially private custom metadata with associated Swift resources in a safe and secure fashion without actually having to plumb custom metadata through the core swift servers. The incoming filtering ensures that the namespace can not be modified directly by client requests, and the outgoing filter ensures that removing middleware that uses a specific system metadata key renders it benign. New middleware should take advantage of system metadata.

System metadata may be set on accounts and containers by including headers with a PUT or POST request. Where a header name matches the name of an existing item of system metadata, the value of the existing item will be updated. Otherwise existing items are preserved. A system metadata header with an empty value will cause any existing item with the same name to be deleted.

System metadata may be set on objects using only PUT requests. All items of existing system metadata will be deleted and replaced en-masse by any system metadata headers included with the PUT request. System metadata is neither updated nor deleted by a POST request: updating individual items of system metadata with a POST request is not yet supported in the same way that updating individual items of user metadata is not supported. In cases where middleware needs to store its own metadata with a POST request, it may use Object Transient Sysmeta.

Object Transient-Sysmeta

If middleware needs to store object metadata with a POST request it may do so using headers of the form X-Object-Transient-Sysmeta-<key>: <value>.

All headers on client requests in the form of X-Object-Transient-Sysmeta-<key> will be dropped from the request before being processed by any middleware. All headers on responses from back-end systems in the form of X-Object-Transient-Sysmeta-<key> will be removed after all middlewares have processed the response but before the response is sent to the client. See gatekeeper middleware for more information.

Transient-sysmeta updates on an object have the same semantic as user metadata updates on an object (see usermeta) i.e. whenever any PUT or POST request is made to an object, all existing items of transient-sysmeta are deleted en-masse and replaced with any transient-sysmeta included with the PUT or POST request. Transient-sysmeta set by a middleware is therefore prone to deletion by a subsequent client-generated POST request unless the middleware is careful to include its transient-sysmeta with every POST. Likewise, user metadata set by a client is prone to deletion by a subsequent middleware-generated POST request, and for that reason middleware should avoid generating POST requests that are independent of any client request.

Transient-sysmeta deliberately uses a different header prefix to user metadata so that middlewares can avoid potential conflict with user metadata keys.

Transient-sysmeta deliberately uses a different header prefix to system metadata to emphasize the fact that the data is only persisted until a subsequent POST.