O'Reilly Edit: Changes to the Storage Chapter

This patch addresses the comments made during the latest round of edits
from O'Reilly.

Change-Id: I7deaceacd319775c9960377074728538aa0b0314
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Joe Topjian 2014-02-15 14:05:46 +01:00 committed by Anne Gentle
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@ -34,47 +34,136 @@ format="SVG" scale="60"/>
<para>Today, OpenStack clouds explicitly support two types of
persistent storage: <emphasis>object storage</emphasis>
and <emphasis>block storage</emphasis>.</para></section>
<section xml:id="object_storage">
<title>Object Storage</title>
<para>With object storage, users access binary objects
through a REST API. You may be familiar with Amazon
S3, which is a well-known example of an object storage
system. If your intended users need to archive or
manage large datasets, you want to provide them with
object storage. In addition, OpenStack can store your
virtual machine (VM) images inside of an object
storage system, as an alternative to storing the
images on a file system.</para>
</section>
<section xml:id="block_storage">
<title>Block Storage</title>
<para>Block storage (sometimes referred to as volume
storage) exposes a block device to the user. Users
interact with block storage by attaching volumes to
their running VM instances.</para>
<para>These volumes are persistent: they can be detached
from one instance and re-attached to another, and the
data remains intact. Block storage is implemented in
OpenStack by the OpenStack Block Storage (Cinder)
project, which supports multiple back-ends in the form
of drivers. Your choice of a storage back-end must be
supported by a Block Storage driver.</para>
<para>Most block storage drivers allow the instance to
have direct access to the underlying storage
hardware's block device. This helps increase the
overall read/write IO.</para>
<para>Experimental support for utilizing files as volumes
began in the Folsom release. This initially started as
a reference driver for using NFS with Cinder. By
Grizzly's release, this has expanded into a full NFS
driver as well as a GlusterFS driver.</para>
<para>These drivers work a little differently than a
traditional "block" storage driver. On an NFS or
GlusterFS file system, a single file is created and
then mapped as a "virtual" volume into the instance.
This mapping/translation is similar to how OpenStack
utilizes QEMU's file-based virtual machines stored in
<code>/var/lib/nova/instances</code>.</para>
<section xml:id="persistent_storage">
<title>Persistent Storage</title>
<para>Persistent storage means that the storage resource outlives any
other resource and is always available, regardless of the state of a
running instance.</para>
<section xml:id="object_storage">
<title>Object Storage</title>
<para>With object storage, users access binary objects
through a REST API. You may be familiar with Amazon
S3, which is a well-known example of an object storage
system. Object storage is implemented in OpenStack by
the OpenStack Object Storage (swift) project. If your
intended users need to archive or manage large
datasets, you want to provide them with object
storage. In addition, OpenStack can store your virtual
machine (VM) images inside of an object storage
system, as an alternative to storing the images on a
file system.</para>
<para>OpenStack Object Storage provides a highly scalable,
highly available storage solution by relaxing some of the
constraints of traditional file systems. In designing and
procuring for such a cluster, it is important to
understand some key concepts about its operation.
Essentially, this type of storage is built on the idea
that all storage hardware fails, at every level, at some
point. Infrequently encountered failures that would
hamstring other storage systems, such as issues taking
down RAID cards, or entire servers are handled gracefully
with OpenStack Object Storage.</para>
<para>A good document describing the Object Storage
architecture is found within <link
xlink:title="OpenStack wiki"
xlink:href="http://docs.openstack.org/developer/swift/overview_architecture.html"
>the developer documentation</link>
(http://docs.openstack.org/developer/swift/overview_architecture.html)
- read this first. Once you have understood the
architecture, you should know what a proxy server does and
how zones work. However, some important points are often
missed at first glance.</para>
<para>When designing your cluster, you must consider
durability and availability. Understand that the
predominant source of these is the spread and placement of
your data, rather than the reliability of the hardware.
Consider the default value of the number of replicas,
which is 3. This means that before an object is marked as
having being written at least two copies exists - in case
a single server fails to write, the third copy may or may
not yet exist when the write operation initially returns.
Altering this number increases the robustness of your
data, but reduces the amount of storage you have
available. Next look at the placement of your servers.
Consider spreading them widely throughout your data
centre's network and power failure zones. Is a zone a
rack, a server or a disk?</para>
<para>Object Storage's network patterns might seem unfamiliar
at first. Consider these main traffic flows: <itemizedlist>
<listitem>
<para>Among <glossterm>object</glossterm>,
<glossterm>container</glossterm>, and
<glossterm>account
server</glossterm>s</para>
</listitem>
<listitem>
<para>Between those servers and the proxies</para>
</listitem>
<listitem>
<para>Between the proxies and your users</para>
</listitem>
</itemizedlist></para>
<para>Object Storage is very 'chatty' among servers hosting
data - even a small cluster does megabytes/second of
traffic, which is predominantly "Do you have the
object?"/"Yes I have the object!." Of course, if the
answer to the aforementioned question is negative or times
out, replication of the object begins.</para>
<para>Consider the scenario where an entire server fails, and
24 TB of data needs to be transferred "immediately" to
remain at three copies - this can put significant load on
the network.</para>
<para>Another oft forgotten fact is that when a new file is
being uploaded, the proxy server must write out as many
streams as there are replicas - giving a multiple of
network traffic. For a 3-replica cluster, 10Gbps in means
30Gbps out. Combining this with the previous high
bandwidth demands of replication is what results in the
recommendation that your private network is of
significantly higher bandwidth than your public need be.
Oh, and OpenStack Object Storage communicates internally
with unencrypted, unauthenticated rsync for performance
&mdash; you do want the private network to be
private.</para>
<para>The remaining point on bandwidth is the public facing
portion. The swift-proxy service is stateless, which means
that you can easily add more and use http load-balancing
methods to share bandwidth and availability between
them.</para>
<para>More proxies means more bandwidth, if your storage can
keep up.</para>
</section>
<section xml:id="block_storage">
<title>Block Storage</title>
<para>Block storage (sometimes referred to as volume
storage) provides users with access to block storage
devices. Users interact with block storage by
attaching volumes to their running VM
instances.</para>
<para>These volumes are persistent: they can be detached
from one instance and re-attached to another, and the
data remains intact. Block storage is implemented in
OpenStack by the OpenStack Block Storage (Cinder)
project, which supports multiple back-ends in the form
of drivers. Your choice of a storage back-end must be
supported by a Block Storage driver.</para>
<para>Most block storage drivers allow the instance to
have direct access to the underlying storage
hardware's block device. This helps increase the
overall read/write IO.</para>
<para>Experimental support for utilizing files as volumes
began in the Folsom release. This initially started as
a reference driver for using NFS with Cinder. By
Grizzly's release, this has expanded into a full NFS
driver as well as a GlusterFS driver.</para>
<para>These drivers work a little differently than a
traditional "block" storage driver. On an NFS or
GlusterFS file system, a single file is created and
then mapped as a "virtual" volume into the instance.
This mapping/translation is similar to how OpenStack
utilizes QEMU's file-based virtual machines stored in
<code>/var/lib/nova/instances</code>.</para>
</section>
</section>
<section xml:id="storage_concepts">
<title>OpenStack Storage Concepts</title>
@ -149,7 +238,8 @@ format="SVG" scale="60"/>
</tbody>
</table>
<section xml:id="file_level_storage">
<title>File-level Storage</title>
<!-- FIXME: change to an aside -->
<title>File-level Storage (for Live Migration)</title>
<para>With file-level storage, users access stored data
using the operating system's file system interface.
Most users, if they have used a network storage
@ -169,15 +259,16 @@ format="SVG" scale="60"/>
<?hard-pagebreak?>
<section xml:id="storage_backends">
<title>Choosing Storage Back-ends</title>
<para>Users will indicate different needs for their cloud use cases.
Some may need fast access to many objects that do not change often,
or they want to set a Time To Live (TTL) value on a file. Others may only
access storage that is mounted with the file system itself, but want
it to be replicated instantly when starting a new instance. For
other systems, ephemeral storage that is released when a VM attached
to it is shut down. When you select <glossterm>storage
back-end</glossterm>s, ask the following
questions on behalf of your users:</para>
<para>Users will indicate different needs for their cloud use
cases. Some may need fast access to many objects that do
not change often, or they want to set a Time To Live (TTL)
value on a file. Others may only access storage that is
mounted with the file system itself, but want it to be
replicated instantly when starting a new instance. For
other systems, ephemeral storage that is released when a
VM attached to it is shut down. When you select
<glossterm>storage back-end</glossterm>s, ask the
following questions on behalf of your users:</para>
<itemizedlist role="compact">
<listitem>
<para>Do my users need block storage?</para>
@ -263,12 +354,6 @@ format="SVG" scale="60"/>
<td><para>&CHECK;</para></td>
<td><para> </para></td>
</tr>
<tr>
<td><para>Sheepdog</para></td>
<td><para> </para></td>
<td><para>experimental</para></td>
<td><para> </para></td>
</tr>
</tbody>
</table>
<para>* This list of open-source file-level shared storage
@ -315,10 +400,11 @@ format="SVG" scale="60"/>
</itemizedlist>
<section xml:id="commodity_storage_backends">
<title>Commodity Storage Back-end Technologies</title>
<para>This section provides a high-level overview of the differences
among the different commodity storage back-end technologies.
Depending on your cloud user's needs, you can implement one or
many of these technologies in different combinations.</para>
<para>This section provides a high-level overview of the
differences among the different commodity storage
back-end technologies. Depending on your cloud user's
needs, you can implement one or many of these
technologies in different combinations.</para>
<itemizedlist role="compact">
<listitem>
<para><emphasis role="bold">OpenStack Object
@ -394,17 +480,18 @@ format="SVG" scale="60"/>
version 3.3, you can use Gluster to
consolidate your object storage and file
storage into one unified file and object
storage solution, which is called Gluster UFO.
Gluster UFO uses a customizes version of Swift
that uses Gluster as the back-end.</para>
<para>The main advantage of using Gluster UFO over
regular Swift is if you also want to support a
storage solution, which is called Gluster For
OpenStack (GFO). GFO uses a customized version
of Swift that enables Gluster to be used as
the back-end storage.</para>
<para>The main advantage of using GFO over regular
Swift is if you also want to support a
distributed file system, either to support
shared storage live migration or to provide it
as a separate service to your end-users. If
you wish to manage your object and file
storage within a single system, you should
consider Gluster UFO.</para>
consider GFO.</para>
</listitem>
<listitem>
<para><emphasis role="bold">LVM</emphasis>. The
@ -459,107 +546,16 @@ format="SVG" scale="60"/>
that your experience is primarily with
Linux-based systems.</para>
</listitem>
<listitem>
<para><emphasis role="bold">Sheepdog</emphasis>. A
recent project that aims to provide block
storage for KVM-based instances, with support
for replication across hosts. We don't
recommend Sheepdog for a production cloud,
because its authors at NTT Labs consider
Sheepdog as an experimental technology.</para>
</listitem>
</itemizedlist>
</section>
</section>
<?hard-pagebreak?>
<section xml:id="openstack_object_storage">
<title>Notes on OpenStack Object Storage</title>
<para>OpenStack Object Storage provides a highly scalable,
highly available storage solution by relaxing some of the
constraints of traditional file systems. In designing and
procuring for such a cluster, it is important to
understand some key concepts about its operation.
Essentially, this type of storage is built on the idea
that all storage hardware fails, at every level, at some
point. Infrequently encountered failures that would
hamstring other storage systems, such as issues taking
down RAID cards, or entire servers are handled gracefully
with OpenStack Object Storage.</para>
<para>A good document describing the Object Storage
architecture is found within <link
xlink:title="OpenStack wiki"
xlink:href="http://docs.openstack.org/developer/swift/overview_architecture.html"
>the developer documentation</link>
(http://docs.openstack.org/developer/swift/overview_architecture.html)
- read this first. Once you have understood the
architecture, you should know what a proxy server does and
how zones work. However, some important points are often missed at
first glance.</para>
<para>When designing your cluster, you must consider
durability and availability. Understand that the
predominant source of these is the spread and placement of
your data, rather than the reliability of the hardware.
Consider the default value of the number of replicas,
which is 3. This means that before an object is
marked as having being written at least two copies exists
- in case a single server fails to write, the third copy
may or may not yet exist when the write operation
initially returns. Altering this number increases the
robustness of your data, but reduces the amount of storage
you have available. Next look at the placement of your
servers. Consider spreading them widely throughout your
data centre's network and power failure zones. Is a zone a
rack, a server or a disk?</para>
<para>Object Storage's network patterns might seem unfamiliar
at first. Consider these main traffic flows: <itemizedlist>
<listitem>
<para>Among <glossterm>object</glossterm>,
<glossterm>container</glossterm>, and
<glossterm>account
server</glossterm>s</para>
</listitem>
<listitem>
<para>Between those servers and the proxies</para>
</listitem>
<listitem>
<para>Between the proxies and your users</para>
</listitem>
</itemizedlist></para>
<para>Object Storage is very 'chatty' among servers hosting
data - even a small cluster does megabytes/second of
traffic, which is predominantly "Do you have the
object?"/"Yes I have the object!." Of course, if the
answer to the aforementioned question is negative or times
out, replication of the object begins.</para>
<para>Consider the scenario where an entire server fails, and
24 TB of data needs to be transferred "immediately" to
remain at three copies - this can put significant load on
the network.</para>
<para>Another oft forgotten fact is that when a new file is
being uploaded, the proxy server must write out as many
streams as there are replicas - giving a multiple of
network traffic. For a 3-replica cluster, 10Gbps in means
30Gbps out. Combining this with the previous high
bandwidth demands of replication is what results in the
recommendation that your private network is of
significantly higher bandwidth than your public need be.
Oh, and OpenStack Object Storage communicates internally
with unencrypted, unauthenticated rsync for performance &mdash;
you do want the private network to be private.</para>
<para>The remaining point on bandwidth is the public facing
portion. The swift-proxy service is stateless, which means that you
can easily add more and use http load-balancing methods to
share bandwidth and availability between them.</para>
<para>More proxies means more bandwidth, if your storage can
keep up.</para>
</section>
<section xml:id="storagedecisions_conclusion">
<title>Conclusion</title>
<para>Hopefully you now have some considerations in mind and questions
to ask your future cloud users about their storage use cases. As you
can see, your storage decisions will also influence your network design
for performance and security needs. Continue with us to make more
informed decisions about your OpenStack cloud design.</para>
<para>Hopefully you now have some considerations in mind and
questions to ask your future cloud users about their
storage use cases. As you can see, your storage decisions
will also influence your network design for performance
and security needs. Continue with us to make more informed
decisions about your OpenStack cloud design.</para>
</section>
</chapter>