10 ha-manager - Proxmox VE HA Manager
15 include::ha-manager.1-synopsis.adoc[]
26 Our modern society depends heavily on information provided by
27 computers over the network. Mobile devices amplified that dependency,
28 because people can access the network any time from anywhere. If you
29 provide such services, it is very important that they are available
32 We can mathematically define the availability as the ratio of (A) the
33 total time a service is capable of being used during a given interval
34 to (B) the length of the interval. It is normally expressed as a
35 percentage of uptime in a given year.
37 .Availability - Downtime per Year
38 [width="60%",cols="<d,d",options="header"]
39 |===========================================================
40 |Availability % |Downtime per year
45 |99.9999 |31.5 seconds
46 |99.99999 |3.15 seconds
47 |===========================================================
49 There are several ways to increase availability. The most elegant
50 solution is to rewrite your software, so that you can run it on
51 several host at the same time. The software itself need to have a way
52 to detect errors and do failover. This is relatively easy if you just
53 want to serve read-only web pages. But in general this is complex, and
54 sometimes impossible because you cannot modify the software
55 yourself. The following solutions works without modifying the
58 * Use reliable ``server'' components
60 NOTE: Computer components with same functionality can have varying
61 reliability numbers, depending on the component quality. Most vendors
62 sell components with higher reliability as ``server'' components -
63 usually at higher price.
65 * Eliminate single point of failure (redundant components)
66 ** use an uninterruptible power supply (UPS)
67 ** use redundant power supplies on the main boards
69 ** use redundant network hardware
70 ** use RAID for local storage
71 ** use distributed, redundant storage for VM data
74 ** rapidly accessible administrators (24/7)
75 ** availability of spare parts (other nodes in a {pve} cluster)
76 ** automatic error detection (provided by `ha-manager`)
77 ** automatic failover (provided by `ha-manager`)
79 Virtualization environments like {pve} make it much easier to reach
80 high availability because they remove the ``hardware'' dependency. They
81 also support to setup and use redundant storage and network
82 devices. So if one host fail, you can simply start those services on
83 another host within your cluster.
85 Even better, {pve} provides a software stack called `ha-manager`,
86 which can do that automatically for you. It is able to automatically
87 detect errors and do automatic failover.
89 {pve} `ha-manager` works like an ``automated'' administrator. First, you
90 configure what resources (VMs, containers, ...) it should
91 manage. `ha-manager` then observes correct functionality, and handles
92 service failover to another node in case of errors. `ha-manager` can
93 also handle normal user requests which may start, stop, relocate and
96 But high availability comes at a price. High quality components are
97 more expensive, and making them redundant duplicates the costs at
98 least. Additional spare parts increase costs further. So you should
99 carefully calculate the benefits, and compare with those additional
102 TIP: Increasing availability from 99% to 99.9% is relatively
103 simply. But increasing availability from 99.9999% to 99.99999% is very
104 hard and costly. `ha-manager` has typical error detection and failover
105 times of about 2 minutes, so you can get no more than 99.999%
111 * at least three cluster nodes (to get reliable quorum)
113 * shared storage for VMs and containers
115 * hardware redundancy (everywhere)
117 * hardware watchdog - if not available we fall back to the
118 linux kernel software watchdog (`softdog`)
120 * optional hardware fencing devices
123 [[ha_manager_resources]]
127 We call the primary management unit handled by `ha-manager` a
128 resource. A resource (also called ``service'') is uniquely
129 identified by a service ID (SID), which consists of the resource type
130 and an type specific ID, e.g.: `vm:100`. That example would be a
131 resource of type `vm` (virtual machine) with the ID 100.
133 For now we have two important resources types - virtual machines and
134 containers. One basic idea here is that we can bundle related software
135 into such VM or container, so there is no need to compose one big
136 service from other services, like it was done with `rgmanager`. In
137 general, a HA enabled resource should not depend on other resources.
143 This section provides an in detail description of the {PVE} HA-manager
144 internals. It describes how the CRM and the LRM work together.
146 To provide High Availability two daemons run on each node:
150 The local resource manager (LRM), which controls the services running on
151 the local node. It reads the requested states for its services from
152 the current manager status file and executes the respective commands.
156 The cluster resource manager (CRM), which makes the cluster wide
157 decisions. It sends commands to the LRM, processes the results,
158 and moves resources to other nodes if something fails. The CRM also
159 handles node fencing.
162 .Locks in the LRM & CRM
164 Locks are provided by our distributed configuration file system (pmxcfs).
165 They are used to guarantee that each LRM is active once and working. As a
166 LRM only executes actions when it holds its lock we can mark a failed node
167 as fenced if we can acquire its lock. This lets us then recover any failed
168 HA services securely without any interference from the now unknown failed node.
169 This all gets supervised by the CRM which holds currently the manager master
172 Local Resource Manager
173 ~~~~~~~~~~~~~~~~~~~~~~
175 The local resource manager (`pve-ha-lrm`) is started as a daemon on
176 boot and waits until the HA cluster is quorate and thus cluster wide
179 It can be in three states:
181 wait for agent lock::
183 The LRM waits for our exclusive lock. This is also used as idle state if no
184 service is configured.
188 The LRM holds its exclusive lock and has services configured.
192 The LRM lost its lock, this means a failure happened and quorum was lost.
194 After the LRM gets in the active state it reads the manager status
195 file in `/etc/pve/ha/manager_status` and determines the commands it
196 has to execute for the services it owns.
197 For each command a worker gets started, this workers are running in
198 parallel and are limited to at most 4 by default. This default setting
199 may be changed through the datacenter configuration key `max_worker`.
200 When finished the worker process gets collected and its result saved for
203 .Maximum Concurrent Worker Adjustment Tips
205 The default value of at most 4 concurrent workers may be unsuited for
206 a specific setup. For example may 4 live migrations happen at the same
207 time, which can lead to network congestions with slower networks and/or
208 big (memory wise) services. Ensure that also in the worst case no congestion
209 happens and lower the `max_worker` value if needed. In the contrary, if you
210 have a particularly powerful high end setup you may also want to increase it.
212 Each command requested by the CRM is uniquely identifiable by an UID, when
213 the worker finished its result will be processed and written in the LRM
214 status file `/etc/pve/nodes/<nodename>/lrm_status`. There the CRM may collect
215 it and let its state machine - respective the commands output - act on it.
217 The actions on each service between CRM and LRM are normally always synced.
218 This means that the CRM requests a state uniquely marked by an UID, the LRM
219 then executes this action *one time* and writes back the result, also
220 identifiable by the same UID. This is needed so that the LRM does not
221 executes an outdated command.
222 With the exception of the `stop` and the `error` command,
223 those two do not depend on the result produced and are executed
224 always in the case of the stopped state and once in the case of
229 The HA Stack logs every action it makes. This helps to understand what
230 and also why something happens in the cluster. Here its important to see
231 what both daemons, the LRM and the CRM, did. You may use
232 `journalctl -u pve-ha-lrm` on the node(s) where the service is and
233 the same command for the pve-ha-crm on the node which is the current master.
235 Cluster Resource Manager
236 ~~~~~~~~~~~~~~~~~~~~~~~~
238 The cluster resource manager (`pve-ha-crm`) starts on each node and
239 waits there for the manager lock, which can only be held by one node
240 at a time. The node which successfully acquires the manager lock gets
241 promoted to the CRM master.
243 It can be in three states:
245 wait for agent lock::
247 The CRM waits for our exclusive lock. This is also used as idle state if no
248 service is configured
252 The CRM holds its exclusive lock and has services configured
256 The CRM lost its lock, this means a failure happened and quorum was lost.
258 It main task is to manage the services which are configured to be highly
259 available and try to always enforce them to the wanted state, e.g.: a
260 enabled service will be started if its not running, if it crashes it will
261 be started again. Thus it dictates the LRM the actions it needs to execute.
263 When an node leaves the cluster quorum, its state changes to unknown.
264 If the current CRM then can secure the failed nodes lock, the services
265 will be 'stolen' and restarted on another node.
267 When a cluster member determines that it is no longer in the cluster
268 quorum, the LRM waits for a new quorum to form. As long as there is no
269 quorum the node cannot reset the watchdog. This will trigger a reboot
270 after the watchdog then times out, this happens after 60 seconds.
276 The HA stack is well integrated into the {pve} API. So, for example,
277 HA can be configured via the `ha-manager` command line interface, or
278 the {pve} web interface - both interfaces provide an easy way to
279 manage HA. Automation tools can use the API directly.
281 All HA configuration files are within `/etc/pve/ha/`, so they get
282 automatically distributed to the cluster nodes, and all nodes share
283 the same HA configuration.
285 The resource configuration file `/etc/pve/ha/resources.cfg` stores
286 the list of resources managed by `ha-manager`. A resource configuration
287 inside that list look like this:
295 It starts with the service ID followed by a collon. The next lines
296 contain additional properties:
298 include::ha-resources-opts.adoc[]
301 The HA group configuration file `/etc/pve/ha/groups.cfg` is used to
302 define groups of cluster nodes. A resource can be restricted to run
303 only on the members of such group.
311 If a node needs maintenance you should migrate and or relocate all
312 services which are required to run always on another node first.
313 After that you can stop the LRM and CRM services. But note that the
314 watchdog triggers if you stop it with active services.
319 When updating the ha-manager you should do one node after the other, never
320 all at once for various reasons. First, while we test our software
321 thoughtfully, a bug affecting your specific setup cannot totally be ruled out.
322 Upgrading one node after the other and checking the functionality of each node
323 after finishing the update helps to recover from an eventual problems, while
324 updating all could render you in a broken cluster state and is generally not
327 Also, the {pve} HA stack uses a request acknowledge protocol to perform
328 actions between the cluster and the local resource manager. For restarting,
329 the LRM makes a request to the CRM to freeze all its services. This prevents
330 that they get touched by the Cluster during the short time the LRM is restarting.
331 After that the LRM may safely close the watchdog during a restart.
332 Such a restart happens on a update and as already stated a active master
333 CRM is needed to acknowledge the requests from the LRM, if this is not the case
334 the update process can be too long which, in the worst case, may result in
338 [[ha_manager_fencing]]
345 Fencing secures that on a node failure the dangerous node gets will be rendered
346 unable to do any damage and that no resource runs twice when it gets recovered
347 from the failed node. This is a really important task and one of the base
348 principles to make a system Highly Available.
350 If a node would not get fenced it would be in an unknown state where it may
351 have still access to shared resources, this is really dangerous!
352 Imagine that every network but the storage one broke, now while not
353 reachable from the public network the VM still runs and writes on the shared
354 storage. If we would not fence the node and just start up this VM on another
355 Node we would get dangerous race conditions, atomicity violations the whole VM
356 could be rendered unusable. The recovery could also simply fail if the storage
357 protects from multiple mounts and thus defeat the purpose of HA.
362 There are different methods to fence a node, for example fence devices which
363 cut off the power from the node or disable their communication completely.
365 Those are often quite expensive and bring additional critical components in
366 a system, because if they fail you cannot recover any service.
368 We thus wanted to integrate a simpler method in the HA Manager first, namely
369 self fencing with watchdogs.
371 Watchdogs are widely used in critical and dependable systems since the
372 beginning of micro controllers, they are often independent and simple
373 integrated circuit which programs can use to watch them. After opening they need to
374 report periodically. If, for whatever reason, a program becomes unable to do
375 so the watchdogs triggers a reset of the whole server.
377 Server motherboards often already include such hardware watchdogs, these need
378 to be configured. If no watchdog is available or configured we fall back to the
379 Linux Kernel softdog while still reliable it is not independent of the servers
380 Hardware and thus has a lower reliability then a hardware watchdog.
382 Configure Hardware Watchdog
383 ~~~~~~~~~~~~~~~~~~~~~~~~~~~
384 By default all watchdog modules are blocked for security reasons as they are
385 like a loaded gun if not correctly initialized.
386 If you have a hardware watchdog available remove its kernel module from the
387 blacklist, load it with insmod and restart the `watchdog-mux` service or reboot
390 Recover Fenced Services
391 ~~~~~~~~~~~~~~~~~~~~~~~
393 After a node failed and its fencing was successful we start to recover services
394 to other available nodes and restart them there so that they can provide service
397 The selection of the node on which the services gets recovered is influenced
398 by the users group settings, the currently active nodes and their respective
399 active service count.
400 First we build a set out of the intersection between user selected nodes and
401 available nodes. Then the subset with the highest priority of those nodes
402 gets chosen as possible nodes for recovery. We select the node with the
403 currently lowest active service count as a new node for the service.
404 That minimizes the possibility of an overload, which else could cause an
405 unresponsive node and as a result a chain reaction of node failures in the
408 [[ha_manager_groups]]
412 A group is a collection of cluster nodes which a service may be bound to.
419 List of group node members where a priority can be given to each node.
420 A service bound to this group will run on the nodes with the highest priority
421 available. If more nodes are in the highest priority class the services will
422 get distributed to those node if not already there. The priorities have a
423 relative meaning only.
425 You want to run all services from a group on `node1` if possible. If this node
426 is not available, you want them to run equally splitted on `node2` and `node3`, and
427 if those fail it should use `node4`.
428 To achieve this you could set the node list to:
430 ha-manager groupset mygroup -nodes "node1:2,node2:1,node3:1,node4"
434 Resources bound to this group may only run on nodes defined by the
435 group. If no group node member is available the resource will be
436 placed in the stopped state.
438 Lets say a service uses resources only available on `node1` and `node2`,
439 so we need to make sure that HA manager does not use other nodes.
440 We need to create a 'restricted' group with said nodes:
442 ha-manager groupset mygroup -nodes "node1,node2" -restricted
446 The resource won't automatically fail back when a more preferred node
447 (re)joins the cluster.
449 * You need to migrate a service to a node which hasn't the highest priority
450 in the group at the moment, to tell the HA manager to not move this service
451 instantly back set the 'nofailback' option and the service will stay on
454 * A service was fenced and it got recovered to another node. The admin
455 repaired the node and brought it up online again but does not want that the
456 recovered services move straight back to the repaired node as he wants to
457 first investigate the failure cause and check if it runs stable. He can use
458 the 'nofailback' option to achieve this.
462 ---------------------
464 The start failure policy comes in effect if a service failed to start on a
465 node once ore more times. It can be used to configure how often a restart
466 should be triggered on the same node and how often a service should be
467 relocated so that it gets a try to be started on another node.
468 The aim of this policy is to circumvent temporary unavailability of shared
469 resources on a specific node. For example, if a shared storage isn't available
470 on a quorate node anymore, e.g. network problems, but still on other nodes,
471 the relocate policy allows then that the service gets started nonetheless.
473 There are two service start recover policy settings which can be configured
474 specific for each resource.
478 Maximum number of tries to restart an failed service on the actual
479 node. The default is set to one.
483 Maximum number of tries to relocate the service to a different node.
484 A relocate only happens after the max_restart value is exceeded on the
485 actual node. The default is set to one.
487 NOTE: The relocate count state will only reset to zero when the
488 service had at least one successful start. That means if a service is
489 re-enabled without fixing the error only the restart policy gets
495 If after all tries the service state could not be recovered it gets
496 placed in an error state. In this state the service won't get touched
497 by the HA stack anymore. To recover from this state you should follow
500 * bring the resource back into a safe and consistent state (e.g.,
503 * disable the ha resource to place it in an stopped state
505 * fix the error which led to this failures
507 * *after* you fixed all errors you may enable the service again
510 [[ha_manager_service_operations]]
514 This are how the basic user-initiated service operations (via
519 The service will be started by the LRM if not already running.
523 The service will be stopped by the LRM if running.
527 The service will be relocated (live) to another node.
531 The service will be removed from the HA managed resource list. Its
532 current state will not be touched.
536 `start` and `stop` commands can be issued to the resource specific tools
537 (like `qm` or `pct`), they will forward the request to the
538 `ha-manager` which then will execute the action and set the resulting
539 service state (enabled, disabled).
547 Service is stopped (confirmed by LRM), if detected running it will get stopped
552 Service should be stopped. Waiting for confirmation from LRM.
556 Service is active an LRM should start it ASAP if not already running.
557 If the Service fails and is detected to be not running the LRM restarts it.
561 Wait for node fencing (service node is not inside quorate cluster
563 As soon as node gets fenced successfully the service will be recovered to
564 another node, if possible.
568 Do not touch the service state. We use this state while we reboot a
569 node, or when we restart the LRM daemon.
573 Migrate service (live) to other node.
577 Service disabled because of LRM errors. Needs manual intervention.
581 include::pve-copyright.adoc[]