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authorDaniel Baumann <daniel.baumann@progress-linux.org>2024-04-07 18:45:59 +0000
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+=================
+Monitor Elections
+=================
+
+The Original Algorithm
+======================
+Historically, monitor leader elections have been very simple: the lowest-ranked
+monitor wins!
+
+This is accomplished using a low-state "Elector" module (though it has now
+been split into an Elector that handles message-passing, and an ElectionLogic
+that makes the voting choices). It tracks the election epoch and not much
+else. Odd epochs are elections; even epochs have a leader and let the monitor
+do its ongoing work. When a timeout occurs or the monitor asks for a
+new election, we bump the epoch and send out Propose messages to all known
+monitors.
+In general, if we receive an old message we either drop it or trigger a new
+election (if we think the sender is newly-booted and needs to join quorum). If
+we receive a message from a newer epoch, we bump up our epoch to match and
+either Defer to the Proposer or else bump the epoch again and Propose
+ourselves if we expect to win over them. When we receive a Propose within
+our current epoch, we either Defer to the sender or ignore them (we ignore them
+if they are of a higher rank than us, or higher than the rank we have already
+deferred to).
+(Note that if we have the highest rank it is possible for us to defer to every
+other monitor in sequence within the same election epoch!)
+
+This resolves under normal circumstances because all monitors agree on the
+priority voting order, and epochs are only bumped when a monitor isn't
+participating or sees a possible conflict with the known proposers.
+
+The Problems
+==============
+The original algorithm didn't work at all under a variety of netsplit
+conditions. This didn't manifest often in practice but has become
+important as the community and commercial vendors move Ceph into
+spaces requiring the use of "stretch clusters".
+
+The New Algorithms
+==================
+We still default to the original ("classic") election algorithm, but
+support letting users change to new ones via the CLI. These
+algorithms are implemented as different functions and switch statements
+within the ElectionLogic class.
+
+The first algorithm is very simple: "disallow" lets you add monitors
+to a list of disallowed leaders.
+The second, "connectivity", incorporates connection score ratings
+and elects the monitor with the best score.
+
+Algorithm: disallow
+===================
+If a monitor is in the disallowed list, it always defers to another
+monitor, no matter the rank. Otherwise, it is the same as the classic
+algorithm is.
+Since changing the disallowed list requires a paxos update, monitors
+in an election together should always have the same set. This means
+the election order is constant and static across the full monitor set
+and elections resolve trivially (assuming a connected network).
+
+This algorithm really just exists as a demo and stepping-stone to
+the more advanced connectivity mode, but it may have utility in asymmetric
+networks and clusters.
+
+Algorithm: connectivity
+=======================
+This algorithm takes as input scores for each connection
+(both ways, discussed in the next section) and attempts to elect the monitor
+with the highest total score. We keep the same basic message-passing flow as the
+classic algorithm, in which elections are driven by reacting to Propose messages.
+But this has several challenges since unlike ranks, scores are not static (and
+might change during an election!). To guarantee an election epoch does not
+produce multiple leaders, we must maintain two key invariants:
+* Monitors must maintain static scores during an election epoch
+* Any deferral must be transitive -- if A defers to B and then to C,
+B had better defer to C as well!
+
+We handle these very explicitly: by branching a copy stable_peer_tracker
+of our peer_tracker scoring object whenever starting an election (or
+bumping the epoch), and by refusing to defer to a monitor if it won't
+be deferred to by our current leader choice. (All Propose messages include
+a copy of the scores the leader is working from, so peers can evaluate them.)
+
+Of course, those modifications can easily block. To guarantee forward progress,
+we make several further adjustments:
+* If we want to defer to a new peer, but have already deferred to a peer
+whose scores don't allow that, we bump the election epoch and start()
+the election over again.
+* All election messages include the scores the sender is aware of.
+
+This guarantees we will resolve the election as long as the network is
+reasonably stable (even if disconnected): As long as all score "views"
+result in the same deferral order, an election will complete normally. And by
+broadly sharing scores across the full set of monitors, monitors rapidly
+converge on the global newest state.
+
+This algorithm has one further important feature compared to the classic and
+disallowed handlers: it can ignore out-of-quorum peers. Normally, whenever
+a monitor B receives a Propose from an out-of-quorum peer C, B will itself trigger
+a new election to give C an opportunity to join. But because the
+highest-scoring monitor A may be netsplit from C, this is not desirable. So in
+the connectivity election algorithm, B only "forwards" Propose messages when B's
+scores indicate the cluster would choose a leader other than A.
+
+Connection Scoring
+==================
+We implement scoring within the ConnectionTracker class, which is
+driven by the Elector and provided to ElectionLogic as a resource. Elector
+is responsible for sending out MMonPing messages, and for reporting the
+results in to the ConnectionTracker as calls to report_[live|dead]_connection
+with the relevant peer and the time units the call counts for. (These time units
+are seconds in the monitor, but the ConnectionTracker is agnostic and our unit
+tests count simple time steps.)
+
+We configure a "half life" and each report updates the peer's current status
+(alive or dead) and its total score. The new score is current_score * (1 - units_alive / (2 * half_life)) + (units_alive / (2 * half_life)). (For a dead report, we of course
+subtract the new delta, rather than adding it).
+
+We can further encode and decode the ConnectionTracker for wire transmission,
+and receive_peer_report()s of a full ConnectionTracker (containing all
+known scores) or a ConnectionReport (representing a single peer's scores)
+to slurp up the scores from peers. These scores are of course all versioned so
+we are in no danger of accidentally going backwards in time.
+We can query an individual connection score (if the connection is down, it's 0)
+or the total score of a specific monitor, which is the connection score from all
+other monitors going in to that one.
+
+By default, we consider pings failed after 2 seconds (mon_elector_ping_timeout)
+and ping live connections every second (mon_elector_ping_divisor). The halflife
+is 12 hours (mon_con_tracker_score_halflife).