Merge pull request 'Garage v0.9' (#473) from next into main

Reviewed-on: https://git.deuxfleurs.fr/Deuxfleurs/garage/pulls/473

4 files changed, 321 insertions, 14 deletions

diff --git a/doc/book/operations/durability-repairs.md b/doc/book/operations/durability-repairs.md
index 498c8fda..b0d2c78a 100644
--- a/doc/book/operations/durability-repairs.md
+++ b/doc/book/operations/durability-repairs.md
@@ -91,6 +91,16 @@ is definitely lost, then there is no other choice than to declare your S3 object
 as unrecoverable, and to delete them properly from the data store. This can be done
 using the `garage block purge` command.
 
+## Rebalancing data directories
+
+In [multi-HDD setups](@/documentation/operations/multi-hdd.md), to ensure that
+data blocks are well balanced between storage locations, you may run a
+rebalance operation using `garage repair rebalance`. This is usefull when
+adding storage locations or when capacities of the storage locations have been
+changed.  Once this is finished, Garage will know for each block of a single
+possible location where it can be, which can increase access speed.  This
+operation will also move out all data from locations marked as read-only.
+
 
 # Metadata operations
 
@@ -114,4 +124,3 @@ in your cluster, you can run one of the following repair procedures:
 
 - `garage repair versions`: checks that all versions belong to a non-deleted object, and purges any orphan version
 - `garage repair block_refs`: checks that all block references belong to a non-deleted object version, and purges any orphan block reference (this will then allow the blocks to be garbage-collected)
-
diff --git a/doc/book/operations/layout.md b/doc/book/operations/layout.md
index 5e314246..ece17ddb 100644
--- a/doc/book/operations/layout.md
+++ b/doc/book/operations/layout.md
@@ -9,18 +9,30 @@ a certain capacity, or a gateway node that does not store data and is only
 used as an API entry point for faster cluster access.
 An introduction to building cluster layouts can be found in the [production deployment](@/documentation/cookbook/real-world.md) page.
 
+In Garage, all of the data that can be stored in a given cluster is divided
+into slices which we call *partitions*. Each partition is stored by
+one or several nodes in the cluster
+(see [`replication_mode`](@/documentation/reference-manual/configuration.md#replication-mode)).
+The layout determines the correspondence between these partition,
+which exist on a logical level, and actual storage nodes.
+
 ## How cluster layouts work in Garage
 
-In Garage, a cluster layout is composed of the following components:
+A cluster layout is composed of the following components:
 
-- a table of roles assigned to nodes
+- a table of roles assigned to nodes, defined by the user
+- an optimal assignation of partitions to nodes, computed by an algorithm that is ran once when calling `garage layout apply` or the ApplyClusterLayout API endpoint
 - a version number
 
 Garage nodes will always use the cluster layout with the highest version number.
 
 Garage nodes also maintain and synchronize between them a set of proposed role
 changes that haven't yet been applied. These changes will be applied (or
-canceled) in the next version of the layout
+canceled) in the next version of the layout.
+
+All operations on the layout can be realized using the `garage` CLI or using the
+[administration API endpoint](@/documentation/reference-manual/admin-api.md).
+We give here a description of CLI commands, the admin API semantics are very similar.
 
 The following commands insert modifications to the set of proposed role changes
 for the next layout version (but they do not create the new layout immediately):
@@ -51,7 +63,7 @@ commands will fail otherwise.
 
 ## Warnings about Garage cluster layout management
 
-**Warning: never make several calls to `garage layout apply` or `garage layout
+**⚠️ Never make several calls to `garage layout apply` or `garage layout
 revert` with the same value of the `--version` flag. Doing so can lead to the
 creation of several different layouts with the same version number, in which
 case your Garage cluster will become inconsistent until fixed.** If a call to
@@ -65,13 +77,198 @@ shell, you shouldn't have much issues as long as you run commands one after
 the other and take care of checking the output of `garage layout show`
 before applying any changes.
 
-If you are using the `garage` CLI to script layout changes, follow the following recommendations:
+If you are using the `garage` CLI or the admin API to script layout changes,
+follow the following recommendations:
+
+- If using the CLI, make all of your `garage` CLI calls to the same RPC host.
+  If using the admin API, make all of your API calls to the same Garage node. Do
+  not connect to individual nodes to send them each a piece of the layout changes
+  you are making, as the changes propagate asynchronously between nodes and might
+  not all be taken into account at the time when the new layout is applied.
+
+- **Only call `garage layout apply`/ApplyClusterLayout once**, and call it
+  **strictly after** all of the `layout assign` and `layout remove`
+  commands/UpdateClusterLayout API calls have returned.
+
+
+## Understanding unexpected layout calculations
+
+When adding, removing or modifying nodes in a cluster layout, sometimes
+unexpected assigntations of partitions to node can occur. These assignations
+are in fact normal and logical, given the objectives of the algorihtm.  Indeed,
+**the layout algorithm prioritizes moving less data between nodes over the fact
+of achieving equal distribution of load. It also tries to use all links between
+pairs of nodes in equal proportions when moving data.**  This section presents
+two examples and illustrates how one can control Garage's behavior to obtain
+the desired results.
+
+### Example 1
+
+In this example, a cluster is originally composed of 3 nodes in 3 different
+zones (data centers).  The three nodes are of equal capacity, therefore they
+are all fully exploited and all store a copy of all of the data in the cluster.
+
+Then, a fourth node of the same size is added in the datacenter `dc1`.
+As illustrated by the following, **Garage will by default not store any data on the new node**:
+
+```
+$ garage layout show
+==== CURRENT CLUSTER LAYOUT ====
+ID                Tags   Zone  Capacity   Usable capacity
+b10c110e4e854e5a  node1  dc1   1000.0 MB  1000.0 MB (100.0%)
+a235ac7695e0c54d  node2  dc2   1000.0 MB  1000.0 MB (100.0%)
+62b218d848e86a64  node3  dc3   1000.0 MB  1000.0 MB (100.0%)
+
+Zone redundancy: maximum
+
+Current cluster layout version: 6
+
+==== STAGED ROLE CHANGES ====
+ID                Tags   Zone  Capacity
+a11c7cf18af29737  node4  dc1   1000.0 MB
+
+
+==== NEW CLUSTER LAYOUT AFTER APPLYING CHANGES ====
+ID                Tags   Zone  Capacity   Usable capacity
+b10c110e4e854e5a  node1  dc1   1000.0 MB  1000.0 MB (100.0%)
+a11c7cf18af29737  node4  dc1   1000.0 MB  0 B (0.0%)
+a235ac7695e0c54d  node2  dc2   1000.0 MB  1000.0 MB (100.0%)
+62b218d848e86a64  node3  dc3   1000.0 MB  1000.0 MB (100.0%)
+
+Zone redundancy: maximum
+
+==== COMPUTATION OF A NEW PARTITION ASSIGNATION ====
+
+Partitions are replicated 3 times on at least 3 distinct zones.
+
+Optimal partition size:                     3.9 MB (3.9 MB in previous layout)
+Usable capacity / total cluster capacity:   3.0 GB / 4.0 GB (75.0 %)
+Effective capacity (replication factor 3):  1000.0 MB
+
+A total of 0 new copies of partitions need to be transferred.
+
+dc1                 Tags   Partitions        Capacity   Usable capacity
+  b10c110e4e854e5a  node1  256 (0 new)       1000.0 MB  1000.0 MB (100.0%)
+  a11c7cf18af29737  node4  0 (0 new)         1000.0 MB  0 B (0.0%)
+  TOTAL                    256 (256 unique)  2.0 GB     1000.0 MB (50.0%)
+
+dc2                 Tags   Partitions        Capacity   Usable capacity
+  a235ac7695e0c54d  node2  256 (0 new)       1000.0 MB  1000.0 MB (100.0%)
+  TOTAL                    256 (256 unique)  1000.0 MB  1000.0 MB (100.0%)
+
+dc3                 Tags   Partitions        Capacity   Usable capacity
+  62b218d848e86a64  node3  256 (0 new)       1000.0 MB  1000.0 MB (100.0%)
+  TOTAL                    256 (256 unique)  1000.0 MB  1000.0 MB (100.0%)
+```
+
+While unexpected, this is logical because of the following facts:
+
+- storing some data on the new node does not help increase the total quantity
+  of data that can be stored on the cluster, as the two other zones (`dc2` and
+  `dc3`) still need to store a full copy of everything, and their capacity is
+  still the same;
+
+- there is therefore no need to move any data on the new node as this would be pointless;
+
+- moving data to the new node has a cost which the algorithm decides to not pay if not necessary.
+
+This distribution of data can however not be what the administrator wanted: if
+they added a new node to `dc1`, it might be because the existing node is too
+slow, and they wish to divide its load by half. In that case, what they need to
+do to force Garage to distribute the data between the two nodes is to attribute
+only half of the capacity to each node in `dc1` (in our example, 500M instead of 1G).
+In that case, Garage would determine that to be able to store 1G in total, it
+would need to store 500M on the old node and 500M on the added one.
+
+
+### Example 2
+
+The following example is a slightly different scenario, where `dc1` had two
+nodes that were used at 50%, and `dc2` and `dc3` each have one node that is
+100% used. All node capacities are the same.
+
+Then, a node from `dc1` is moved into `dc3`. One could expect that the roles of
+`dc1` and `dc3` would simply be swapped: the remaining node in `dc1` would be
+used at 100%, and the two nodes now in `dc3` would be used at 50%. Instead,
+this happens:
+
+```
+==== CURRENT CLUSTER LAYOUT ====
+ID                Tags   Zone  Capacity   Usable capacity
+b10c110e4e854e5a  node1  dc1   1000.0 MB  500.0 MB (50.0%)
+a11c7cf18af29737  node4  dc1   1000.0 MB  500.0 MB (50.0%)
+a235ac7695e0c54d  node2  dc2   1000.0 MB  1000.0 MB (100.0%)
+62b218d848e86a64  node3  dc3   1000.0 MB  1000.0 MB (100.0%)
+
+Zone redundancy: maximum
+
+Current cluster layout version: 8
+
+==== STAGED ROLE CHANGES ====
+ID                Tags   Zone  Capacity
+a11c7cf18af29737  node4  dc3   1000.0 MB
+
+
+==== NEW CLUSTER LAYOUT AFTER APPLYING CHANGES ====
+ID                Tags   Zone  Capacity   Usable capacity
+b10c110e4e854e5a  node1  dc1   1000.0 MB  1000.0 MB (100.0%)
+a235ac7695e0c54d  node2  dc2   1000.0 MB  1000.0 MB (100.0%)
+62b218d848e86a64  node3  dc3   1000.0 MB  753.9 MB (75.4%)
+a11c7cf18af29737  node4  dc3   1000.0 MB  246.1 MB (24.6%)
+
+Zone redundancy: maximum
+
+==== COMPUTATION OF A NEW PARTITION ASSIGNATION ====
+
+Partitions are replicated 3 times on at least 3 distinct zones.
+
+Optimal partition size:                     3.9 MB (3.9 MB in previous layout)
+Usable capacity / total cluster capacity:   3.0 GB / 4.0 GB (75.0 %)
+Effective capacity (replication factor 3):  1000.0 MB
+
+A total of 128 new copies of partitions need to be transferred.
+
+dc1                 Tags   Partitions        Capacity   Usable capacity
+  b10c110e4e854e5a  node1  256 (128 new)     1000.0 MB  1000.0 MB (100.0%)
+  TOTAL                    256 (256 unique)  1000.0 MB  1000.0 MB (100.0%)
+
+dc2                 Tags   Partitions        Capacity   Usable capacity
+  a235ac7695e0c54d  node2  256 (0 new)       1000.0 MB  1000.0 MB (100.0%)
+  TOTAL                    256 (256 unique)  1000.0 MB  1000.0 MB (100.0%)
+
+dc3                 Tags   Partitions        Capacity   Usable capacity
+  62b218d848e86a64  node3  193 (0 new)       1000.0 MB  753.9 MB (75.4%)
+  a11c7cf18af29737  node4  63 (0 new)        1000.0 MB  246.1 MB (24.6%)
+  TOTAL                    256 (256 unique)  2.0 GB     1000.0 MB (50.0%)
+```
+
+As we can see, the node that was moved to `dc3` (node4) is only used at 25% (approximatively),
+whereas the node that was already in `dc3` (node3) is used at 75%.
+
+This can be explained by the following:
+
+- node1 will now be the only node remaining in `dc1`, thus it has to store all
+  of the data in the cluster. Since it was storing only half of it before, it has
+  to retrieve the other half from other nodes in the cluster.
+
+- The data which it does not have is entirely stored by the other node that was
+  in `dc1` and that is now in `dc3` (node4). There is also a copy of it on node2
+  and node3 since both these nodes have a copy of everything.
+
+- node3 and node4 are the two nodes that will now be in a datacenter that is
+ under-utilized (`dc3`), this means that those are the two candidates from which
+ data can be removed to be moved to node1.
+
+- Garage will move data in equal proportions from all possible sources, in this
+  case it means that it will tranfer 25% of the entire data set from node3 to
+  node1 and another 25% from node4 to node1.
 
-- Make all of your `garage` CLI calls to the same RPC host. Do not use the
-  `garage` CLI to connect to individual nodes to send them each a piece of the
-  layout changes you are making, as the changes propagate asynchronously
-  between nodes and might not all be taken into account at the time when the
-  new layout is applied.
+This explains why node3 ends with 75% utilization (100% from before minus 25%
+that is moved to node1), and node4 ends with 25% (50% from before minus 25%
+that is moved to node1).
 
-- **Only call `garage layout apply` once**, and call it **strictly after** all
-  of the `layout assign` and `layout remove` commands have returned.
+This illustrates the second principle of the layout computation: **if there is
+a choice in moving data out of some nodes, then all links between pairs of
+nodes are used in equal proportions** (this is approximately true, there is
+randomness in the algorihtm to achieve this so there might be some small
+fluctuations, as we see above).
diff --git a/doc/book/operations/multi-hdd.md b/doc/book/operations/multi-hdd.md
new file mode 100644
index 00000000..36445b0a
--- /dev/null
+++ b/doc/book/operations/multi-hdd.md
@@ -0,0 +1,101 @@
++++
+title = "Multi-HDD support"
+weight = 15
++++
+
+
+Since v0.9, Garage natively supports nodes that have several storage drives
+for storing data blocks (not for metadata storage).
+
+## Initial setup
+
+To set up a new Garage storage node with multiple HDDs,
+format and mount all your drives in different directories,
+and use a Garage configuration as follows:
+
+```toml
+data_dir = [
+    { path = "/path/to/hdd1", capacity = "2T" },
+    { path = "/path/to/hdd2", capacity = "4T" },
+]
+```
+
+Garage will automatically balance all blocks stored by the node
+among the different specified directories, proportionnally to the
+specified capacities.
+
+## Updating the list of storage locations
+
+If you add new storage locations to your `data_dir`,
+Garage will not rebalance existing data between storage locations.
+Newly written blocks will be balanced proportionnally to the specified capacities,
+and existing data may be moved between drives to improve balancing,
+but only opportunistically when a data block is re-written (e.g. an object
+is re-uploaded, or an object with a duplicate block is uploaded).
+
+To understand precisely what is happening, we need to dive in to how Garage
+splits data among the different storage locations.
+
+First of all, Garage divides the set of all possible block hashes
+in a fixed number of slices (currently 1024), and assigns
+to each slice a primary storage location among the specified data directories.
+The number of slices having their primary location in each data directory
+is proportionnal to the capacity specified in the config file.
+
+When Garage receives a block to write, it will always write it in the primary
+directory of the slice that contains its hash.
+
+Now, to be able to not lose existing data blocks when storage locations
+are added, Garage also keeps a list of secondary data directories
+for all of the hash slices. Secondary data directories for a slice indicates
+storage locations that once were primary directories for that slice, i.e. where
+Garage knows that data blocks of that slice might be stored.
+When Garage is requested to read a certain data block,
+it will first look in the primary storage directory of its slice,
+and if it doesn't find it there it goes through all of the secondary storage
+locations until it finds it. This allows Garage to continue operating
+normally when storage locations are added, without having to shuffle
+files between drives to place them in the correct location.
+
+This relatively simple strategy works well but does not ensure that data
+is correctly balanced among drives according to their capacity.
+To rebalance data, two strategies can be used:
+
+- Lazy rebalancing: when a block is re-written (e.g. the object is re-uploaded),
+  Garage checks whether the existing copy is in the primary directory of the slice
+  or in a secondary directory. If the current copy is in a secondary directory,
+  Garage re-writes a copy in the primary directory and deletes the one from the
+  secondary directory. This might never end up rebalancing everything if there
+  are data blocks that are only read and never written.
+
+- Active rebalancing: an operator of a Garage node can explicitly launch a repair
+  procedure that rebalances the data directories, moving all blocks to their
+  primary location. Once done, all secondary locations for all hash slices are
+  removed so that they won't be checked anymore when looking for a data block.
+
+## Read-only storage locations
+
+If you would like to move all data blocks from an existing data directory to one
+or several new data directories, mark the old directory as read-only:
+
+```toml
+data_dir = [
+    { path = "/path/to/old_data", read_only = true },
+    { path = "/path/to/new_hdd1", capacity = "2T" },
+    { path = "/path/to/new_hdd2", capacity = "4T" },
+]
+```
+
+Garage will be able to read requested blocks from the read-only directory.
+Garage will also move data out of the read-only directory either progressively
+(lazy rebalancing) or if requested explicitly (active rebalancing).
+
+Once an active rebalancing has finished, your read-only directory should be empty:
+it might still contain subdirectories, but no data files. You can check that
+it contains no files using:
+
+```bash
+find -type f /path/to/old_data      # should not print anything
+```
+
+at which point it can be removed from the `data_dir` list in your config file.
diff --git a/doc/book/operations/upgrading.md b/doc/book/operations/upgrading.md
index e8919a19..9a738282 100644
--- a/doc/book/operations/upgrading.md
+++ b/doc/book/operations/upgrading.md
@@ -80,6 +80,6 @@ The entire procedure would look something like this:
 5. If any specific migration procedure is required, it is usually in one of the two cases:
 
   - It can be run on online nodes after the new version has started, during regular cluster operation.
-  - it has to be run offline
+  - it has to be run offline, in which case you will have to again take all nodes offline one after the other to run the repair
 
    For this last step, please refer to the specific documentation pertaining to the version upgrade you are doing.