diff --git a/doc/Pacemaker_Explained/en-US/Ch-Basics.txt b/doc/Pacemaker_Explained/en-US/Ch-Basics.txt index 5134e69a2c..8d80215976 100644 --- a/doc/Pacemaker_Explained/en-US/Ch-Basics.txt +++ b/doc/Pacemaker_Explained/en-US/Ch-Basics.txt @@ -1,393 +1,393 @@ = Configuration Basics = == Configuration Layout == The cluster is defined by the Cluster Information Base (CIB), which uses XML notation. The simplest CIB, an empty one, looks like this: .An empty configuration ====== [source,XML] ------- ------- ====== The empty configuration above contains the major sections that make up a CIB: * +cib+: The entire CIB is enclosed with a +cib+ tag. Certain fundamental settings are defined as attributes of this tag. ** +configuration+: This section -- the primary focus of this document -- contains traditional configuration information such as what resources the cluster serves and the relationships among them. *** +crm_config+: cluster-wide configuration options *** +nodes+: the machines that host the cluster *** +resources+: the services run by the cluster *** +constraints+: indications of how resources should be placed ** +status+: This section contains the history of each resource on each node. Based on this data, the cluster can construct the complete current state of the cluster. The authoritative source for this section is the local resource manager (lrmd process) on each cluster node, and the cluster will occasionally repopulate the entire section. For this reason, it is never written to disk, and administrators are advised against modifying it in any way. In this document, configuration settings will be described as 'properties' or 'options' based on how they are defined in the CIB: * Properties are XML attributes of an XML element. * Options are name-value pairs expressed as +nvpair+ child elements of an XML element. Normally you will use command-line tools that abstract the XML, so the distinction will be unimportant; both properties and options are cluster settings you can tweak. == The Current State of the Cluster == Before one starts to configure a cluster, it is worth explaining how to view the finished product. For this purpose we have created the `crm_mon` utility, which will display the current state of an active cluster. It can show the cluster status by node or by resource and can be used in either single-shot or dynamically-updating mode. There are also modes for displaying a list of the operations performed (grouped by node and resource) as well as information about failures. Using this tool, you can examine the state of the cluster for irregularities and see how it responds when you cause or simulate failures. Details on all the available options can be obtained using the `crm_mon --help` command. .Sample output from crm_mon ====== ------- ============ Last updated: Fri Nov 23 15:26:13 2007 Current DC: sles-3 (2298606a-6a8c-499a-9d25-76242f7006ec) 3 Nodes configured. 5 Resources configured. ============ Node: sles-1 (1186dc9a-324d-425a-966e-d757e693dc86): online 192.168.100.181 (heartbeat::ocf:IPaddr): Started sles-1 192.168.100.182 (heartbeat:IPaddr): Started sles-1 192.168.100.183 (heartbeat::ocf:IPaddr): Started sles-1 rsc_sles-1 (heartbeat::ocf:IPaddr): Started sles-1 child_DoFencing:2 (stonith:external/vmware): Started sles-1 Node: sles-2 (02fb99a8-e30e-482f-b3ad-0fb3ce27d088): standby Node: sles-3 (2298606a-6a8c-499a-9d25-76242f7006ec): online rsc_sles-2 (heartbeat::ocf:IPaddr): Started sles-3 rsc_sles-3 (heartbeat::ocf:IPaddr): Started sles-3 child_DoFencing:0 (stonith:external/vmware): Started sles-3 ------- ====== .Sample output from crm_mon -n ====== ------- ============ Last updated: Fri Nov 23 15:26:13 2007 Current DC: sles-3 (2298606a-6a8c-499a-9d25-76242f7006ec) 3 Nodes configured. 5 Resources configured. ============ Node: sles-1 (1186dc9a-324d-425a-966e-d757e693dc86): online Node: sles-2 (02fb99a8-e30e-482f-b3ad-0fb3ce27d088): standby Node: sles-3 (2298606a-6a8c-499a-9d25-76242f7006ec): online Resource Group: group-1 192.168.100.181 (heartbeat::ocf:IPaddr): Started sles-1 192.168.100.182 (heartbeat:IPaddr): Started sles-1 192.168.100.183 (heartbeat::ocf:IPaddr): Started sles-1 rsc_sles-1 (heartbeat::ocf:IPaddr): Started sles-1 rsc_sles-2 (heartbeat::ocf:IPaddr): Started sles-3 rsc_sles-3 (heartbeat::ocf:IPaddr): Started sles-3 Clone Set: DoFencing child_DoFencing:0 (stonith:external/vmware): Started sles-3 child_DoFencing:1 (stonith:external/vmware): Stopped child_DoFencing:2 (stonith:external/vmware): Started sles-1 ------- ====== The DC (Designated Controller) node is where all the decisions are made, and if the current DC fails a new one is elected from the remaining cluster nodes. The choice of DC is of no significance to an administrator beyond the fact that its logs will generally be more interesting. == How Should the Configuration be Updated? == There are three basic rules for updating the cluster configuration: * Rule 1 - Never edit the +cib.xml+ file manually. Ever. I'm not making this up. * Rule 2 - Read Rule 1 again. * Rule 3 - The cluster will notice if you ignored rules 1 & 2 and refuse to use the configuration. Now that it is clear how 'not' to update the configuration, we can begin to explain how you 'should'. === Editing the CIB Using XML === The most powerful tool for modifying the configuration is the +cibadmin+ command. With +cibadmin+, you can query, add, remove, update or replace any part of the configuration. All changes take effect immediately, so there is no need to perform a reload-like operation. The simplest way of using `cibadmin` is to use it to save the current configuration to a temporary file, edit that file with your favorite text or XML editor, and then upload the revised configuration. footnote:[This process might appear to risk overwriting changes that happen after the initial cibadmin call, but pacemaker will reject any update that is "too old". If the CIB is updated in some other fashion after the initial cibadmin, the second cibadmin will be rejected because the version number will be too low.] .Safely using an editor to modify the cluster configuration ====== -------- # cibadmin --query > tmp.xml # vi tmp.xml # cibadmin --replace --xml-file tmp.xml -------- ====== Some of the better XML editors can make use of a Relax NG schema to help make sure any changes you make are valid. The schema describing the configuration can be found in +pacemaker.rng+, which may be deployed in a location such as +/usr/share/pacemaker+ or +/usr/lib/heartbeat+ depending on your operating system and how you installed the software. If you want to modify just one section of the configuration, you can query and replace just that section to avoid modifying any others. .Safely using an editor to modify only the resources section ====== -------- -# cibadmin --query --obj_type resources > tmp.xml +# cibadmin --query --scope resources > tmp.xml # vi tmp.xml -# cibadmin --replace --obj_type resources --xml-file tmp.xml +# cibadmin --replace --scope resources --xml-file tmp.xml -------- ====== === Quickly Deleting Part of the Configuration === Identify the object you wish to delete by XML tag and id. For example, you might search the CIB for all STONITH-related configuration: .Searching for STONITH-related configuration items ====== ---- # cibadmin -Q | grep stonith ---- ====== If you wanted to delete the +primitive+ tag with id +child_DoFencing+, you would run: ---- # cibadmin --delete --crm_xml '' ---- === Updating the Configuration Without Using XML === Most tasks can be performed with one of the other command-line tools provided with pacemaker, avoiding the need to read or edit XML. To enable STONITH for example, one could run: ---- # crm_attribute --name stonith-enabled --update 1 ---- Or, to check whether *somenode* is allowed to run resources, there is: ---- # crm_standby --get-value --node somenode ---- Or, to find the current location of *my-test-rsc*, one can use: ---- # crm_resource --locate --resource my-test-rsc ---- Examples of using these tools for specific cases will be given throughout this document where appropriate. [NOTE] ==== Old versions of pacemaker (1.0.3 and earlier) had different command-line tool syntax. If you are using an older version, check your installed manual pages for the proper syntax to use. ==== [[s-config-sandboxes]] == Making Configuration Changes in a Sandbox == Often it is desirable to preview the effects of a series of changes before updating the configuration atomically. For this purpose we have created `crm_shadow` which creates a "shadow" copy of the configuration and arranges for all the command line tools to use it. To begin, simply invoke `crm_shadow --create` with the name of a configuration to create footnote:[Shadow copies are identified with a name, making it possible to have more than one.], and follow the simple on-screen instructions. [WARNING] ==== Read this section and the on-screen instructions carefully; failure to do so could result in destroying the cluster's active configuration! ==== .Creating and displaying the active sandbox ====== ---- # crm_shadow --create test Setting up shadow instance Type Ctrl-D to exit the crm_shadow shell shadow[test]: shadow[test] # crm_shadow --which test ---- ====== From this point on, all cluster commands will automatically use the shadow copy instead of talking to the cluster's active configuration. Once you have finished experimenting, you can either make the changes active via the `--commit` option, or discard them using the `--delete` option. Again, be sure to follow the on-screen instructions carefully! For a full list of `crm_shadow` options and commands, invoke it with the `--help` option. .Using a sandbox to make multiple changes atomically, discard them and verify the real configuration is untouched ====== ---- shadow[test] # crm_failcount -G -r rsc_c001n01 name=fail-count-rsc_c001n01 value=0 shadow[test] # crm_standby -v on -N c001n02 shadow[test] # crm_standby -G -N c001n02 name=c001n02 scope=nodes value=on shadow[test] # cibadmin --erase --force shadow[test] # cibadmin --query shadow[test] # crm_shadow --delete test --force Now type Ctrl-D to exit the crm_shadow shell shadow[test] # exit # crm_shadow --which No active shadow configuration defined # cibadmin -Q ---- ====== [[s-config-testing-changes]] == Testing Your Configuration Changes == We saw previously how to make a series of changes to a "shadow" copy of the configuration. Before loading the changes back into the cluster (e.g. `crm_shadow --commit mytest --force`), it is often advisable to simulate the effect of the changes with +crm_simulate+. For example: ---- # crm_simulate --live-check -VVVVV --save-graph tmp.graph --save-dotfile tmp.dot ---- This tool uses the same library as the live cluster to show what it would have done given the supplied input. Its output, in addition to a significant amount of logging, is stored in two files +tmp.graph+ and +tmp.dot+. Both files are representations of the same thing: the cluster's response to your changes. The graph file stores the complete transition from the existing cluster state to your desired new state, containing a list of all the actions, their parameters and their pre-requisites. Because the transition graph is not terribly easy to read, the tool also generates a Graphviz footnote:[Graph visualization software. See http://www.graphviz.org/ for details.] dot-file representing the same information. For information on the options supported by `crm_simulate`, use its `--help` option. .Interpreting the Graphviz output * Arrows indicate ordering dependencies * Dashed arrows indicate dependencies that are not present in the transition graph * Actions with a dashed border of any color do not form part of the transition graph * Actions with a green border form part of the transition graph * Actions with a red border are ones the cluster would like to execute but cannot run * Actions with a blue border are ones the cluster does not feel need to be executed * Actions with orange text are pseudo/pretend actions that the cluster uses to simplify the graph * Actions with black text are sent to the LRM * Resource actions have text of the form pass:[rsc]_pass:[action]_pass:[interval] pass:[node] * Any action depending on an action with a red border will not be able to execute. * Loops are _really_ bad. Please report them to the development team. === Small Cluster Transition === image::images/Policy-Engine-small.png["An example transition graph as represented by Graphviz",width="16cm",height="6cm",align="center"] In the above example, it appears that a new node, *pcmk-2*, has come online and that the cluster is checking to make sure *rsc1*, *rsc2* and *rsc3* are not already running there (Indicated by the *rscN_monitor_0* entries). Once it did that, and assuming the resources were not active there, it would have liked to stop *rsc1* and *rsc2* on *pcmk-1* and move them to *pcmk-2*. However, there appears to be some problem and the cluster cannot or is not permitted to perform the stop actions which implies it also cannot perform the start actions. For some reason the cluster does not want to start *rsc3* anywhere. === Complex Cluster Transition === image::images/Policy-Engine-big.png["Another, slightly more complex, transition graph that you're not expected to be able to read",width="16cm",height="20cm",align="center"] == Do I Need to Update the Configuration on All Cluster Nodes? == No. Any changes are immediately synchronized to the other active members of the cluster. To reduce bandwidth, the cluster only broadcasts the incremental updates that result from your changes and uses MD5 checksums to ensure that each copy is completely consistent.