md-cluster: Design Documentation

Signed-off-by: Goldwyn Rodrigues <rgoldwyn@suse.com>

Documentation/md-cluster.txt

+The cluster MD is a shared-device RAID for a cluster.
+
+
+1. On-disk format
+
+Separate write-intent-bitmap are used for each cluster node.
+The bitmaps record all writes that may have been started on that node,
+and may not yet have finished. The on-disk layout is:
+
+0                    4k                     8k                    12k
+-------------------------------------------------------------------
+| idle                | md super            | bm super [0] + bits |
+| bm bits[0, contd]   | bm super[1] + bits  | bm bits[1, contd]   |
+| bm super[2] + bits  | bm bits [2, contd]  | bm super[3] + bits  |
+| bm bits [3, contd]  |                     |                     |
+
+During "normal" functioning we assume the filesystem ensures that only one
+node writes to any given block at a time, so a write
+request will
+ - set the appropriate bit (if not already set)
+ - commit the write to all mirrors
+ - schedule the bit to be cleared after a timeout.
+
+Reads are just handled normally.  It is up to the filesystem to
+ensure one node doesn't read from a location where another node (or the same
+node) is writing.
+
+
+2. DLM Locks for management
+
+There are two locks for managing the device:
+
+2.1 Bitmap lock resource (bm_lockres)
+
+ The bm_lockres protects individual node bitmaps. They are named in the
+ form bitmap001 for node 1, bitmap002 for node and so on. When a node
+ joins the cluster, it acquires the lock in PW mode and it stays so
+ during the lifetime the node is part of the cluster. The lock resource
+ number is based on the slot number returned by the DLM subsystem. Since
+ DLM starts node count from one and bitmap slots start from zero, one is
+ subtracted from the DLM slot number to arrive at the bitmap slot number.
+
+3. Communication
+
+Each node has to communicate with other nodes when starting or ending
+resync, and metadata superblock updates.
+
+3.1 Message Types
+
+ There are 3 types, of messages which are passed
+
+ 3.1.1 METADATA_UPDATED: informs other nodes that the metadata has been
+   updated, and the node must re-read the md superblock. This is performed
+   synchronously.
+
+ 3.1.2 RESYNC: informs other nodes that a resync is initiated or ended
+   so that each node may suspend or resume the region.
+
+3.2 Communication mechanism
+
+ The DLM LVB is used to communicate within nodes of the cluster. There
+ are three resources used for the purpose:
+
+  3.2.1 Token: The resource which protects the entire communication
+   system. The node having the token resource is allowed to
+   communicate.
+
+  3.2.2 Message: The lock resource which carries the data to
+   communicate.
+
+  3.2.3 Ack: The resource, acquiring which means the message has been
+   acknowledged by all nodes in the cluster. The BAST of the resource
+   is used to inform the receive node that a node wants to communicate.
+
+The algorithm is:
+
+ 1. receive status
+
+   sender                         receiver                   receiver
+   ACK:CR                          ACK:CR                     ACK:CR
+
+ 2. sender get EX of TOKEN
+    sender get EX of MESSAGE
+    sender                        receiver                 receiver
+    TOKEN:EX                       ACK:CR                   ACK:CR
+    MESSAGE:EX
+    ACK:CR
+
+    Sender checks that it still needs to send a message. Messages received
+    or other events that happened while waiting for the TOKEN may have made
+    this message inappropriate or redundant.
+
+ 3. sender write LVB.
+    sender down-convert MESSAGE from EX to CR
+    sender try to get EX of ACK
+    [ wait until all receiver has *processed* the MESSAGE ]
+
+                                     [ triggered by bast of ACK ]
+                                     receiver get CR of MESSAGE
+                                     receiver read LVB
+                                     receiver processes the message
+                                     [ wait finish ]
+                                     receiver release ACK
+
+   sender                         receiver                   receiver
+   TOKEN:EX                       MESSAGE:CR                 MESSAGE:CR
+   MESSAGE:CR
+   ACK:EX
+
+ 4. triggered by grant of EX on ACK (indicating all receivers have processed
+    message)
+    sender down-convert ACK from EX to CR
+    sender release MESSAGE
+    sender release TOKEN
+                               receiver upconvert to EX of MESSAGE
+                               receiver get CR of ACK
+                               receiver release MESSAGE
+
+   sender                      receiver                   receiver
+   ACK:CR                       ACK:CR                     ACK:CR
+
+
+4. Handling Failures
+
+4.1 Node Failure
+ When a node fails, the DLM informs the cluster with the slot. The node
+ starts a cluster recovery thread. The cluster recovery thread:
+	- acquires the bitmap<number> lock of the failed node
+	- opens the bitmap
+	- reads the bitmap of the failed node
+	- copies the set bitmap to local node
+	- cleans the bitmap of the failed node
+	- releases bitmap<number> lock of the failed node
+	- initiates resync of the bitmap on the current node
+
+ The resync process, is the regular md resync. However, in a clustered
+ environment when a resync is performed, it needs to tell other nodes
+ of the areas which are suspended. Before a resync starts, the node
+ send out RESYNC_START with the (lo,hi) range of the area which needs
+ to be suspended. Each node maintains a suspend_list, which contains
+ the list  of ranges which are currently suspended. On receiving
+ RESYNC_START, the node adds the range to the suspend_list. Similarly,
+ when the node performing resync finishes, it send RESYNC_FINISHED
+ to other nodes and other nodes remove the corresponding entry from
+ the suspend_list.
+
+ A helper function, should_suspend() can be used to check if a particular
+ I/O range should be suspended or not.
+
+4.2 Device Failure
+ Device failures are handled and communicated with the metadata update
+ routine.
+
+5. Adding a new Device
+For adding a new device, it is necessary that all nodes "see" the new device
+to be added. For this, the following algorithm is used:
+
+    1. Node 1 issues mdadm --manage /dev/mdX --add /dev/sdYY which issues
+       ioctl(ADD_NEW_DISC with disc.state set to MD_DISK_CLUSTER_ADD)
+    2. Node 1 sends NEWDISK with uuid and slot number
+    3. Other nodes issue kobject_uevent_env with uuid and slot number
+       (Steps 4,5 could be a udev rule)
+    4. In userspace, the node searches for the disk, perhaps
+       using blkid -t SUB_UUID=""
+    5. Other nodes issue either of the following depending on whether the disk
+       was found:
+       ioctl(ADD_NEW_DISK with disc.state set to MD_DISK_CANDIDATE and
+                disc.number set to slot number)
+       ioctl(CLUSTERED_DISK_NACK)
+    6. Other nodes drop lock on no-new-devs (CR) if device is found
+    7. Node 1 attempts EX lock on no-new-devs
+    8. If node 1 gets the lock, it sends METADATA_UPDATED after unmarking the disk
+       as SpareLocal
+    9. If not (get no-new-dev lock), it fails the operation and sends METADATA_UPDATED
+    10. Other nodes get the information whether a disk is added or not
+	by the following METADATA_UPDATED.