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+.. _balancer:
+
+Balancer
+========
+
+The *balancer* can optimize the placement of PGs across OSDs in
+order to achieve a balanced distribution, either automatically or in a
+supervised fashion.
+
+Status
+------
+
+The current status of the balancer can be checked at any time with:
+
+ .. prompt:: bash $
+
+ ceph balancer status
+
+
+Automatic balancing
+-------------------
+
+The automatic balancing feature is enabled by default in ``upmap``
+mode. Please refer to :ref:`upmap` for more details. The balancer can be
+turned off with:
+
+ .. prompt:: bash $
+
+ ceph balancer off
+
+The balancer mode can be changed to ``crush-compat`` mode, which is
+backward compatible with older clients, and will make small changes to
+the data distribution over time to ensure that OSDs are equally utilized.
+
+
+Throttling
+----------
+
+No adjustments will be made to the PG distribution if the cluster is
+degraded (e.g., because an OSD has failed and the system has not yet
+healed itself).
+
+When the cluster is healthy, the balancer will throttle its changes
+such that the percentage of PGs that are misplaced (i.e., that need to
+be moved) is below a threshold of (by default) 5%. The
+``target_max_misplaced_ratio`` threshold can be adjusted with:
+
+ .. prompt:: bash $
+
+ ceph config set mgr target_max_misplaced_ratio .07 # 7%
+
+Set the number of seconds to sleep in between runs of the automatic balancer:
+
+ .. prompt:: bash $
+
+ ceph config set mgr mgr/balancer/sleep_interval 60
+
+Set the time of day to begin automatic balancing in HHMM format:
+
+ .. prompt:: bash $
+
+ ceph config set mgr mgr/balancer/begin_time 0000
+
+Set the time of day to finish automatic balancing in HHMM format:
+
+ .. prompt:: bash $
+
+ ceph config set mgr mgr/balancer/end_time 2359
+
+Restrict automatic balancing to this day of the week or later.
+Uses the same conventions as crontab, 0 is Sunday, 1 is Monday, and so on:
+
+ .. prompt:: bash $
+
+ ceph config set mgr mgr/balancer/begin_weekday 0
+
+Restrict automatic balancing to this day of the week or earlier.
+Uses the same conventions as crontab, 0 is Sunday, 1 is Monday, and so on:
+
+ .. prompt:: bash $
+
+ ceph config set mgr mgr/balancer/end_weekday 6
+
+Pool IDs to which the automatic balancing will be limited.
+The default for this is an empty string, meaning all pools will be balanced.
+The numeric pool IDs can be gotten with the :command:`ceph osd pool ls detail` command:
+
+ .. prompt:: bash $
+
+ ceph config set mgr mgr/balancer/pool_ids 1,2,3
+
+
+Modes
+-----
+
+There are currently two supported balancer modes:
+
+#. **crush-compat**. The CRUSH compat mode uses the compat weight-set
+ feature (introduced in Luminous) to manage an alternative set of
+ weights for devices in the CRUSH hierarchy. The normal weights
+ should remain set to the size of the device to reflect the target
+ amount of data that we want to store on the device. The balancer
+ then optimizes the weight-set values, adjusting them up or down in
+ small increments, in order to achieve a distribution that matches
+ the target distribution as closely as possible. (Because PG
+ placement is a pseudorandom process, there is a natural amount of
+ variation in the placement; by optimizing the weights we
+ counter-act that natural variation.)
+
+ Notably, this mode is *fully backwards compatible* with older
+ clients: when an OSDMap and CRUSH map is shared with older clients,
+ we present the optimized weights as the "real" weights.
+
+ The primary restriction of this mode is that the balancer cannot
+ handle multiple CRUSH hierarchies with different placement rules if
+ the subtrees of the hierarchy share any OSDs. (This is normally
+ not the case, and is generally not a recommended configuration
+ because it is hard to manage the space utilization on the shared
+ OSDs.)
+
+#. **upmap**. Starting with Luminous, the OSDMap can store explicit
+ mappings for individual OSDs as exceptions to the normal CRUSH
+ placement calculation. These `upmap` entries provide fine-grained
+ control over the PG mapping. This CRUSH mode will optimize the
+ placement of individual PGs in order to achieve a balanced
+ distribution. In most cases, this distribution is "perfect," which
+ an equal number of PGs on each OSD (+/-1 PG, since they might not
+ divide evenly).
+
+ Note that using upmap requires that all clients be Luminous or newer.
+
+The default mode is ``upmap``. The mode can be adjusted with:
+
+ .. prompt:: bash $
+
+ ceph balancer mode crush-compat
+
+Supervised optimization
+-----------------------
+
+The balancer operation is broken into a few distinct phases:
+
+#. building a *plan*
+#. evaluating the quality of the data distribution, either for the current PG distribution, or the PG distribution that would result after executing a *plan*
+#. executing the *plan*
+
+To evaluate and score the current distribution:
+
+ .. prompt:: bash $
+
+ ceph balancer eval
+
+You can also evaluate the distribution for a single pool with:
+
+ .. prompt:: bash $
+
+ ceph balancer eval <pool-name>
+
+Greater detail for the evaluation can be seen with:
+
+ .. prompt:: bash $
+
+ ceph balancer eval-verbose ...
+
+The balancer can generate a plan, using the currently configured mode, with:
+
+ .. prompt:: bash $
+
+ ceph balancer optimize <plan-name>
+
+The name is provided by the user and can be any useful identifying string. The contents of a plan can be seen with:
+
+ .. prompt:: bash $
+
+ ceph balancer show <plan-name>
+
+All plans can be shown with:
+
+ .. prompt:: bash $
+
+ ceph balancer ls
+
+Old plans can be discarded with:
+
+ .. prompt:: bash $
+
+ ceph balancer rm <plan-name>
+
+Currently recorded plans are shown as part of the status command:
+
+ .. prompt:: bash $
+
+ ceph balancer status
+
+The quality of the distribution that would result after executing a plan can be calculated with:
+
+ .. prompt:: bash $
+
+ ceph balancer eval <plan-name>
+
+Assuming the plan is expected to improve the distribution (i.e., it has a lower score than the current cluster state), the user can execute that plan with:
+
+ .. prompt:: bash $
+
+ ceph balancer execute <plan-name>
+