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diff --git a/docs-xml/Samba3-HOWTO/TOSHARG-HighAvailability.xml b/docs-xml/Samba3-HOWTO/TOSHARG-HighAvailability.xml deleted file mode 100644 index 1ce81d404e..0000000000 --- a/docs-xml/Samba3-HOWTO/TOSHARG-HighAvailability.xml +++ /dev/null @@ -1,500 +0,0 @@ -<?xml version="1.0" encoding="iso-8859-1"?> -<!DOCTYPE chapter PUBLIC "-//Samba-Team//DTD DocBook V4.2-Based Variant V1.0//EN" "http://www.samba.org/samba/DTD/samba-doc"> -<chapter id="SambaHA"> -<chapterinfo> - &author.jht; - &author.jeremy; -</chapterinfo> - -<title>High Availability</title> - -<sect1> -<title>Features and Benefits</title> - -<para> -<indexterm><primary>availability</primary></indexterm> -<indexterm><primary>intolerance</primary></indexterm> -<indexterm><primary>vital task</primary></indexterm> -Network administrators are often concerned about the availability of file and print -services. Network users are inclined toward intolerance of the services they depend -on to perform vital task responsibilities. -</para> - -<para> -A sign in a computer room served to remind staff of their responsibilities. It read: -</para> - -<blockquote> -<para> -<indexterm><primary>fail</primary></indexterm> -<indexterm><primary>managed by humans</primary></indexterm> -<indexterm><primary>economically wise</primary></indexterm> -<indexterm><primary>anticipate failure</primary></indexterm> -All humans fail, in both great and small ways we fail continually. Machines fail too. -Computers are machines that are managed by humans, the fallout from failure -can be spectacular. Your responsibility is to deal with failure, to anticipate it -and to eliminate it as far as is humanly and economically wise to achieve. -Are your actions part of the problem or part of the solution? -</para> -</blockquote> - -<para> -If we are to deal with failure in a planned and productive manner, then first we must -understand the problem. That is the purpose of this chapter. -</para> - -<para> -<indexterm><primary>high availability</primary></indexterm> -<indexterm><primary>CIFS/SMB</primary></indexterm> -<indexterm><primary>state of knowledge</primary></indexterm> -Parenthetically, in the following discussion there are seeds of information on how to -provision a network infrastructure against failure. Our purpose here is not to provide -a lengthy dissertation on the subject of high availability. Additionally, we have made -a conscious decision to not provide detailed working examples of high availability -solutions; instead we present an overview of the issues in the hope that someone will -rise to the challenge of providing a detailed document that is focused purely on -presentation of the current state of knowledge and practice in high availability as it -applies to the deployment of Samba and other CIFS/SMB technologies. -</para> - -</sect1> - -<sect1> -<title>Technical Discussion</title> - -<para> -<indexterm><primary>SambaXP conference</primary></indexterm> -<indexterm><primary>Germany</primary></indexterm> -<indexterm><primary>inspired structure</primary></indexterm> -The following summary was part of a presentation by Jeremy Allison at the SambaXP 2003 -conference that was held at Goettingen, Germany, in April 2003. Material has been added -from other sources, but it was Jeremy who inspired the structure that follows. -</para> - - <sect2> - <title>The Ultimate Goal</title> - - <para> -<indexterm><primary>clustering technologies</primary></indexterm> -<indexterm><primary>affordable power</primary></indexterm> -<indexterm><primary>unstoppable services</primary></indexterm> - All clustering technologies aim to achieve one or more of the following: - </para> - - <itemizedlist> - <listitem><para>Obtain the maximum affordable computational power.</para></listitem> - <listitem><para>Obtain faster program execution.</para></listitem> - <listitem><para>Deliver unstoppable services.</para></listitem> - <listitem><para>Avert points of failure.</para></listitem> - <listitem><para>Exact most effective utilization of resources.</para></listitem> - </itemizedlist> - - <para> - A clustered file server ideally has the following properties: -<indexterm><primary>clustered file server</primary></indexterm> -<indexterm><primary>connect transparently</primary></indexterm> -<indexterm><primary>transparently reconnected</primary></indexterm> -<indexterm><primary>distributed file system</primary></indexterm> - </para> - - <itemizedlist> - <listitem><para>All clients can connect transparently to any server.</para></listitem> - <listitem><para>A server can fail and clients are transparently reconnected to another server.</para></listitem> - <listitem><para>All servers serve out the same set of files.</para></listitem> - <listitem><para>All file changes are immediately seen on all servers.</para> - <itemizedlist><listitem><para>Requires a distributed file system.</para></listitem></itemizedlist></listitem> - <listitem><para>Infinite ability to scale by adding more servers or disks.</para></listitem> - </itemizedlist> - - </sect2> - - <sect2> - <title>Why Is This So Hard?</title> - - <para> - In short, the problem is one of <emphasis>state</emphasis>. - </para> - - <itemizedlist> - <listitem> - <para> -<indexterm><primary>state information</primary></indexterm> - All TCP/IP connections are dependent on state information. - </para> - <para> -<indexterm><primary>TCP failover</primary></indexterm> - The TCP connection involves a packet sequence number. This - sequence number would need to be dynamically updated on all - machines in the cluster to effect seamless TCP failover. - </para> - </listitem> - <listitem> - <para> -<indexterm><primary>CIFS/SMB</primary></indexterm> -<indexterm><primary>TCP</primary></indexterm> - CIFS/SMB (the Windows networking protocols) uses TCP connections. - </para> - <para> - This means that from a basic design perspective, failover is not - seriously considered. - <itemizedlist> - <listitem><para> - All current SMB clusters are failover solutions - &smbmdash; they rely on the clients to reconnect. They provide server - failover, but clients can lose information due to a server failure. -<indexterm><primary>server failure</primary></indexterm> - </para></listitem> - </itemizedlist> - </para> - </listitem> - <listitem> - <para> - Servers keep state information about client connections. - <itemizedlist> -<indexterm><primary>state</primary></indexterm> - <listitem><para>CIFS/SMB involves a lot of state.</para></listitem> - <listitem><para>Every file open must be compared with other open files - to check share modes.</para></listitem> - </itemizedlist> - </para> - </listitem> - </itemizedlist> - - <sect3> - <title>The Front-End Challenge</title> - - <para> -<indexterm><primary>cluster servers</primary></indexterm> -<indexterm><primary>single server</primary></indexterm> -<indexterm><primary>TCP data streams</primary></indexterm> -<indexterm><primary>front-end virtual server</primary></indexterm> -<indexterm><primary>virtual server</primary></indexterm> -<indexterm><primary>de-multiplex</primary></indexterm> -<indexterm><primary>SMB</primary></indexterm> - To make it possible for a cluster of file servers to appear as a single server that has one - name and one IP address, the incoming TCP data streams from clients must be processed by the - front-end virtual server. This server must de-multiplex the incoming packets at the SMB protocol - layer level and then feed the SMB packet to different servers in the cluster. - </para> - - <para> -<indexterm><primary>IPC$ connections</primary></indexterm> -<indexterm><primary>RPC calls</primary></indexterm> - One could split all IPC$ connections and RPC calls to one server to handle printing and user - lookup requirements. RPC printing handles are shared between different IPC4 sessions &smbmdash; it is - hard to split this across clustered servers! - </para> - - <para> - Conceptually speaking, all other servers would then provide only file services. This is a simpler - problem to concentrate on. - </para> - - </sect3> - - <sect3> - <title>Demultiplexing SMB Requests</title> - - <para> -<indexterm><primary>SMB requests</primary></indexterm> -<indexterm><primary>SMB state information</primary></indexterm> -<indexterm><primary>front-end virtual server</primary></indexterm> -<indexterm><primary>complicated problem</primary></indexterm> - De-multiplexing of SMB requests requires knowledge of SMB state information, - all of which must be held by the front-end <emphasis>virtual</emphasis> server. - This is a perplexing and complicated problem to solve. - </para> - - <para> -<indexterm><primary>vuid</primary></indexterm> -<indexterm><primary>tid</primary></indexterm> -<indexterm><primary>fid</primary></indexterm> - Windows XP and later have changed semantics so state information (vuid, tid, fid) - must match for a successful operation. This makes things simpler than before and is a - positive step forward. - </para> - - <para> -<indexterm><primary>SMB requests</primary></indexterm> -<indexterm><primary>Terminal Server</primary></indexterm> - SMB requests are sent by vuid to their associated server. No code exists today to - effect this solution. This problem is conceptually similar to the problem of - correctly handling requests from multiple requests from Windows 2000 - Terminal Server in Samba. - </para> - - <para> -<indexterm><primary>de-multiplexing</primary></indexterm> - One possibility is to start by exposing the server pool to clients directly. - This could eliminate the de-multiplexing step. - </para> - - </sect3> - - <sect3> - <title>The Distributed File System Challenge</title> - - <para> -<indexterm><primary>Distributed File Systems</primary></indexterm> - There exists many distributed file systems for UNIX and Linux. - </para> - - <para> -<indexterm><primary>backend</primary></indexterm> -<indexterm><primary>SMB semantics</primary></indexterm> -<indexterm><primary>share modes</primary></indexterm> -<indexterm><primary>locking</primary></indexterm> -<indexterm><primary>oplock</primary></indexterm> -<indexterm><primary>distributed file systems</primary></indexterm> - Many could be adopted to backend our cluster, so long as awareness of SMB - semantics is kept in mind (share modes, locking, and oplock issues in particular). - Common free distributed file systems include: -<indexterm><primary>NFS</primary></indexterm> -<indexterm><primary>AFS</primary></indexterm> -<indexterm><primary>OpenGFS</primary></indexterm> -<indexterm><primary>Lustre</primary></indexterm> - </para> - - <itemizedlist> - <listitem><para>NFS</para></listitem> - <listitem><para>AFS</para></listitem> - <listitem><para>OpenGFS</para></listitem> - <listitem><para>Lustre</para></listitem> - </itemizedlist> - - <para> -<indexterm><primary>server pool</primary></indexterm> - The server pool (cluster) can use any distributed file system backend if all SMB - semantics are performed within this pool. - </para> - - </sect3> - - <sect3> - <title>Restrictive Constraints on Distributed File Systems</title> - - <para> -<indexterm><primary>SMB services</primary></indexterm> -<indexterm><primary>oplock handling</primary></indexterm> -<indexterm><primary>server pool</primary></indexterm> -<indexterm><primary>backend file system pool</primary></indexterm> - Where a clustered server provides purely SMB services, oplock handling - may be done within the server pool without imposing a need for this to - be passed to the backend file system pool. - </para> - - <para> -<indexterm><primary>NFS</primary></indexterm> -<indexterm><primary>interoperability</primary></indexterm> - On the other hand, where the server pool also provides NFS or other file services, - it will be essential that the implementation be oplock-aware so it can - interoperate with SMB services. This is a significant challenge today. A failure - to provide this interoperability will result in a significant loss of performance that will be - sorely noted by users of Microsoft Windows clients. - </para> - - <para> - Last, all state information must be shared across the server pool. - </para> - - </sect3> - - <sect3> - <title>Server Pool Communications</title> - - <para> -<indexterm><primary>POSIX semantics</primary></indexterm> -<indexterm><primary>SMB</primary></indexterm> -<indexterm><primary>POSIX locks</primary></indexterm> -<indexterm><primary>SMB locks</primary></indexterm> - Most backend file systems support POSIX file semantics. This makes it difficult - to push SMB semantics back into the file system. POSIX locks have different properties - and semantics from SMB locks. - </para> - - <para> -<indexterm><primary>smbd</primary></indexterm> -<indexterm><primary>tdb</primary></indexterm> -<indexterm><primary>Clustered smbds</primary></indexterm> - All <command>smbd</command> processes in the server pool must of necessity communicate - very quickly. For this, the current <parameter>tdb</parameter> file structure that Samba - uses is not suitable for use across a network. Clustered <command>smbd</command>s must use something else. - </para> - - </sect3> - - <sect3> - <title>Server Pool Communications Demands</title> - - <para> - High-speed interserver communications in the server pool is a design prerequisite - for a fully functional system. Possibilities for this include: - </para> - - <itemizedlist> -<indexterm><primary>Myrinet</primary></indexterm> -<indexterm><primary>scalable coherent interface</primary><see>SCI</see></indexterm> - <listitem><para> - Proprietary shared memory bus (example: Myrinet or SCI [scalable coherent interface]). - These are high-cost items. - </para></listitem> - - <listitem><para> - Gigabit Ethernet (now quite affordable). - </para></listitem> - - <listitem><para> - Raw Ethernet framing (to bypass TCP and UDP overheads). - </para></listitem> - </itemizedlist> - - <para> - We have yet to identify metrics for performance demands to enable this to happen - effectively. - </para> - - </sect3> - - <sect3> - <title>Required Modifications to Samba</title> - - <para> - Samba needs to be significantly modified to work with a high-speed server interconnect - system to permit transparent failover clustering. - </para> - - <para> - Particular functions inside Samba that will be affected include: - </para> - - <itemizedlist> - <listitem><para> - The locking database, oplock notifications, - and the share mode database. - </para></listitem> - - <listitem><para> -<indexterm><primary>failure semantics</primary></indexterm> -<indexterm><primary>oplock messages</primary></indexterm> - Failure semantics need to be defined. Samba behaves the same way as Windows. - When oplock messages fail, a file open request is allowed, but this is - potentially dangerous in a clustered environment. So how should interserver - pool failure semantics function, and how should such functionality be implemented? - </para></listitem> - - <listitem><para> - Should this be implemented using a point-to-point lock manager, or can this - be done using multicast techniques? - </para></listitem> - - </itemizedlist> - - </sect3> - </sect2> - - <sect2> - <title>A Simple Solution</title> - - <para> -<indexterm><primary>failover servers</primary></indexterm> -<indexterm><primary>exported file system</primary></indexterm> -<indexterm><primary>distributed locking protocol</primary></indexterm> - Allowing failover servers to handle different functions within the exported file system - removes the problem of requiring a distributed locking protocol. - </para> - - <para> -<indexterm><primary>high-speed server interconnect</primary></indexterm> -<indexterm><primary>complex file name space</primary></indexterm> - If only one server is active in a pair, the need for high-speed server interconnect is avoided. - This allows the use of existing high-availability solutions, instead of inventing a new one. - This simpler solution comes at a price &smbmdash; the cost of which is the need to manage a more - complex file name space. Since there is now not a single file system, administrators - must remember where all services are located &smbmdash; a complexity not easily dealt with. - </para> - - <para> -<indexterm><primary>virtual server</primary></indexterm> - The <emphasis>virtual server</emphasis> is still needed to redirect requests to backend - servers. Backend file space integrity is the responsibility of the administrator. - </para> - - </sect2> - - <sect2> - <title>High-Availability Server Products</title> - - <para> -<indexterm><primary>resource failover</primary></indexterm> -<indexterm><primary>high-availability services</primary></indexterm> -<indexterm><primary>dedicated heartbeat</primary></indexterm> -<indexterm><primary>LAN</primary></indexterm> -<indexterm><primary>failover process</primary></indexterm> - Failover servers must communicate in order to handle resource failover. This is essential - for high-availability services. The use of a dedicated heartbeat is a common technique to - introduce some intelligence into the failover process. This is often done over a dedicated - link (LAN or serial). - </para> - - <para> -<indexterm><primary>SCSI</primary></indexterm> -<indexterm><primary>Red Hat Cluster Manager</primary></indexterm> -<indexterm><primary>Microsoft Wolfpack</primary></indexterm> -<indexterm><primary>Fiber Channel</primary></indexterm> -<indexterm><primary>failover communication</primary></indexterm> - Many failover solutions (like Red Hat Cluster Manager and Microsoft Wolfpack) - can use a shared SCSI of Fiber Channel disk storage array for failover communication. - Information regarding Red Hat high availability solutions for Samba may be obtained from - <ulink url="http://www.redhat.com/docs/manuals/enterprise/RHEL-AS-2.1-Manual/cluster-manager/s1-service-samba.html">www.redhat.com</ulink>. - </para> - - <para> -<indexterm><primary>Linux High Availability project</primary></indexterm> - The Linux High Availability project is a resource worthy of consultation if your desire is - to build a highly available Samba file server solution. Please consult the home page at - <ulink url="http://www.linux-ha.org/">www.linux-ha.org/</ulink>. - </para> - - <para> -<indexterm><primary>backend failures</primary></indexterm> -<indexterm><primary>continuity of service</primary></indexterm> - Front-end server complexity remains a challenge for high availability because it must deal - gracefully with backend failures, while at the same time providing continuity of service - to all network clients. - </para> - - </sect2> - - <sect2> - <title>MS-DFS: The Poor Man's Cluster</title> - - <para> -<indexterm><primary>MS-DFS</primary></indexterm> -<indexterm><primary>DFS</primary><see>MS-DFS, Distributed File Systems</see></indexterm> - MS-DFS links can be used to redirect clients to disparate backend servers. This pushes - complexity back to the network client, something already included by Microsoft. - MS-DFS creates the illusion of a simple, continuous file system name space that works even - at the file level. - </para> - - <para> - Above all, at the cost of complexity of management, a distributed system (pseudo-cluster) can - be created using existing Samba functionality. - </para> - - </sect2> - - <sect2> - <title>Conclusions</title> - - <itemizedlist> - <listitem><para>Transparent SMB clustering is hard to do!</para></listitem> - <listitem><para>Client failover is the best we can do today.</para></listitem> - <listitem><para>Much more work is needed before a practical and manageable high-availability transparent cluster solution will be possible.</para></listitem> - <listitem><para>MS-DFS can be used to create the illusion of a single transparent cluster.</para></listitem> - </itemizedlist> - - </sect2> - -</sect1> -</chapter> diff --git a/docs-xml/Samba3-HOWTO/index.xml b/docs-xml/Samba3-HOWTO/index.xml index e496ce40b5..66487f2e95 100644 --- a/docs-xml/Samba3-HOWTO/index.xml +++ b/docs-xml/Samba3-HOWTO/index.xml @@ -161,8 +161,6 @@ The chapters in this part each cover specific Samba features. <?latex \cleardoublepage ?> <xi:include href="TOSHARG-Backup.xml"/> <?latex \cleardoublepage ?> - <xi:include href="TOSHARG-HighAvailability.xml"/> - <?latex \cleardoublepage ?> <xi:include href="TOSHARG-LargeFile.xml"/> <?latex \cleardoublepage ?> <xi:include href="TOSHARG-ConfigSmarts.xml"/> |