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authorRobert Gemmell <robbie@apache.org>2015-06-25 10:22:51 +0000
committerRobert Gemmell <robbie@apache.org>2015-06-25 10:22:51 +0000
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+<!--*-markdown-*-->
+<!--
+ Licensed to the Apache Software Foundation (ASF) under one
+ or more contributor license agreements. See the NOTICE file
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+
+ http://www.apache.org/licenses/LICENSE-2.0
+
+ Unless required by applicable law or agreed to in writing,
+ software distributed under the License is distributed on an
+ "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
+ KIND, either express or implied. See the License for the
+ specific language governing permissions and limitations
+ under the License.
+-->
+
+Migrating to new HA
+===================
+
+Up to version 0.20, Qpid provided the `cluster` module to support active-active
+clustering for Qpid C++ brokers. There were some issues with this module. It
+relied on synchronization of too much broker state, so that unrelated changes to
+the broker often required additional work on the cluster. It also had a design
+that could not take advantage of multiple CPUs - it was effectively single
+threaded.
+
+In version 0.20 the `ha` module was introduced supporting active-passive HA
+clustering that does not suffer these problems. From version 0.22 the older
+`cluster` module is no longer available so users will have to migrate to the new
+`ha` module.
+
+This note summarizes the differences between the old and new HA modules and the
+steps to migrate to new HA. It assumes you have read the
+[HA chapter of the C++ Broker Book][chapter-ha]
+
+Client connections and fail-over
+--------------------------------
+
+The old cluster module was active-active: clients could connect to any broker in
+the cluster. The new ha module is active-passive. Exactly 1 broker acts as
+*primary* the other brokers act as *backup*. Only the primary accepts client
+connections. If a client attempts to connect to a *backup* broker, the
+connection will be aborted and the client will fail-over until it connects to
+the primary. This failover is transparent to the client. See
+["Client Connections and Failover"][ha-failover].
+
+The new cluster module also supports a [virtual IP address][ha-virtual-ip].
+Clients can be configured with a single IP address that is automatically routed
+to the primary broker. This is the recommended configuration.
+
+Migrating configuration options for the old cluster module
+----------------------------------------------------------
+
+`cluster-name`: Not needed.
+
+`cluster-size`: Not needed but see "Using a message store in a cluster" below
+
+`cluster-url`: Use `ha-public-url`, which is recommended to use a [virtual IP address][ha-virtual-ip]
+
+`cluster-cman`: Not needed
+
+`cluster-username, cluster-password, cluster-mechanism`: use `ha-username,
+ha-password, ha-mechanism`
+
+Configuration options for new HA module
+----------------------------------------
+
+`ha-cluster`: set to `yes` to enable clustering.
+
+`ha-brokers-url`: A URL listing each node in the cluster. For example
+`amqp:node1.example.com,node2.example.com,node3.example.com`. If you have separate
+client and broker networks, the addresses in `ha-brokers-url` should be on the
+broker network. Note this URL must list all nodes in the cluster, you cannot use
+a [Virtual IP address][ha-virtual-ip] here.
+
+`ha-public-url`: URL used by clients to connect to the cluster.
+This can be one of:
+
+- A [virtual IP address][ha-virtual-ip] configured for your client network.
+- A list of broker addresses on the client network. If you don't have a separate
+ client network then this is the same as the `ha-brokers-url`
+
+`ha-replicate`: Set to `all` to replicate everything like the old cluster does.
+New HA provides more flexibility over what is replicated, see ["Controlling replication of queues and exchanges"][ha-replicate-values].
+
+`ha-username, ha-password, ha-mechanism`: Same as old `cluster-username,
+cluster-password, cluster-mechanism`
+
+`ha-backup-timeout`: Maximum time that a recovering primary will wait for an
+expected backup to connect and become ready.
+
+`link-maintenance-interval`: Interval in seconds for the broker to check link
+health and re-connect links if need be. If you want brokers to fail over quickly
+you can set this to a fraction of a second, for example: 0.1.
+
+`link-heartbeat-interval` Heartbeat interval for replication links. The link
+will be assumed broken if there is no heartbeat for twice the interval.
+
+Configuring rgmanager
+---------------------
+
+The new HA module requires an external cluster resource manager. Initially it
+supports `rgmanager` provided by the `cman` package. `rgmanager` is responsible
+for stopping and starting brokers and determining which broker is promoted to
+primary. It is also responsible for detecting primary failures and promoting a
+new primary. See ["Configuring rgmanager as resource manager"][ha-rm-config]
+
+It is relatively easy to integrate with a new resource manager, see
+["Integrating with other Cluster Resource Managers"][ha-other-rm]
+
+Broker Administration Tools
+---------------------------
+
+ Normally, clients are not allowed to connect to a backup broker. However
+ management tools are allowed to connect to a backup brokers. If you use these
+ tools you must not add or remove messages from replicated queues, nor create or
+ delete replicated queues or exchanges as this will disrupt the replication
+ process and may cause message loss or other unpredictable behavior.
+
+qpid-ha allows you to view and change HA configuration settings.
+
+The tools qpid-config, qpid-route and qpid-stat will connect to a backup if you
+pass the flag ha-admin on the command line.
+
+Fail-over exchange
+------------------
+
+The fail-over exchange is not supported in new HA, use a
+[virtual IP address][ha-virtual-ip] instead.
+
+Using a message store in a cluster
+----------------------------------
+
+If you use a persistent store for your messages then each broker in a cluster
+will have its own store. If the entire cluster fails, when restarting the
+*first* broker that becomes primary will recover from its store. All the other
+brokers will clear their stores and get an update from the primary to ensure
+consistency. See ["Using a message store in a cluster"][ha-store].
+
+Replacing Queue State Replication
+---------------------------------
+
+The queue state replication mechanism implemented by the modules `replicating_listener` and `replication_exchange` is no longer available. Instead you should use the queue replication mechanism provided by the `ha` module as described in the [HA Queue Replication chapter of the C++ Broker Book][ha-queue-replication]
+
+
+
+
+[chapter-ha]: http://qpid.apache.org/books/0.22/AMQP-Messaging-Broker-CPP-Book/html/chapter-ha.html
+[ha-failover]: http://qpid.apache.org/books/0.22/AMQP-Messaging-Broker-CPP-Book/html/chapter-ha.html#ha-failover
+[ha-virtual-ip]: http://qpid.apache.org/books/0.22/AMQP-Messaging-Broker-CPP-Book/html/chapter-ha.html#ha-virtual-ip
+[ha-replicate-values]: http://qpid.apache.org/books/0.22/AMQP-Messaging-Broker-CPP-Book/html/chapter-ha.html#ha-replicate-values
+[ha-rm-config]: http://qpid.apache.org/books/0.22/AMQP-Messaging-Broker-CPP-Book/html/chapter-ha.html#ha-rm-config
+[ha-queue-replication]: http://qpid.apache.org/releases/qpid-0.22/cpp-broker/book/ha-queue-replication.html