zrepl/docs/usage.rst
Christian Schwarz 98def6e940 endpoint: refactor, fix stale holds on initial replication failure, holds release subcmds, more efficient ZFS queries
The motivation for this recatoring are based on two independent issues:

- @JMoVS found that the changes merged as part of #259 slowed his OS X
  based installation down significantly.
  Analysis of the zfs command logging introduced in #296 showed that
  `zfs holds` took most of the execution time, and they pointed out
  that not all of those `zfs holds` invocations were actually necessary.
  I.e.: zrepl was inefficient about retrieving information from ZFS.

- @InsanePrawn found that failures on initial replication would lead
  to step holds accumulating on the sending side, i.e. they would never
  be cleaned up in the HintMostRecentCommonAncestor RPC handler.
  That was because we only sent that RPC if there was a most recent
  common ancestor detected during replication planning.
  @InsanePrawn prototyped an implementation of a `zrepl holds release`
  command to mitigate the situation.
  As part of that development work and back-and-forth with @problame,
  it became evident that the abstractions that #259 built on top of
  zfs in package endpoint (step holds, replication cursor,
  last-received-hold), were not well-represented for re-use in the
  `zrepl holds release` subocommand.

This commit refactors package endpoint to address both of these issues:

- endpoint abstractions now share an interface `Abstraction` that, among
  other things, provides a uniform `Destroy()` method.
  However, that method should not be destroyed directly but instead
  the package-level `BatchDestroy` function should be used in order
  to allow for a migration to zfs channel programs in the future.

- endpoint now has a query facitilty (`ListAbstractions`) which is
  used to find on-disk
    - step holds and bookmarks
    - replication cursors (v1, v2)
    - last-received-holds
  By describing the query in a struct, we can centralized the retrieval
  of information via the ZFS CLI and only have to be clever once.
  We are "clever" in the following ways:
  - When asking for hold-based abstractions, we only run `zfs holds` on
    snapshot that have `userrefs` > 0
    - To support this functionality, add field `UserRefs` to zfs.FilesystemVersion
      and retrieve it anywhere we retrieve zfs.FilesystemVersion from ZFS.
  - When asking only for bookmark-based abstractions, we only run
    `zfs list -t bookmark`, not with snapshots.
  - Currently unused (except for CLI) per-filesystem concurrent lookup
  - Option to only include abstractions with CreateTXG in a specified range

- refactor `endpoint`'s various ZFS info  retrieval methods to use
  `ListAbstractions`

- change the `zrepl holds list` command to consume endpoint.ListAbstractions

- Add a `ListStale` method which, given a query template,
  lists stale holds and bookmarks.
  - it uses replication cursor has different modes
- the new `zrepl holds release-{all,stale}` commands can be used
  to remove abstractions of package endpoint

- Adjust HintMostRecentCommonAncestor RPC for stale-holds cleanup:
    - send it also if no most recent common ancestor exists between sender and receiver
    - have the sender clean up its abstractions when it receives the RPC
      with no most recent common ancestor, using `ListStale`
    - Due to changed semantics, bump the protocol version.

- Adjust HintMostRecentCommonAncestor RPC for performance problems
  encountered by @JMoVS
    - by default, per (job,fs)-combination, only consider cleaning
      step holds in the createtxg range
      `[last replication cursor,conservatively-estimated-receive-side-version)`
    - this behavior ensures resumability at cost proportional to the
      time that replication was donw
    - however, as explained in a comment, we might leak holds if
      the zrepl daemon stops running
    - that  trade-off is acceptable because in the presumably rare
      this might happen the user has two tools at their hand:
    - Tool 1: run `zrepl holds release-stale`
    - Tool 2: use env var `ZREPL_ENDPOINT_SENDER_HINT_MOST_RECENT_STEP_HOLD_CLEANUP_MODE`
      to adjust the lower bound of the createtxg range (search for it in the code).
      The env var can also be used to disable hold-cleanup on the
      send-side entirely.

supersedes closes #293
supersedes closes #282
fixes #280
fixes #278

Additionaly, we fixed a couple of bugs:

- zfs: fix half-nil error reporting of dataset-does-not-exist for ZFSListChan and ZFSBookmark

- endpoint: Sender's `HintMostRecentCommonAncestor` handler would not
  check whether access to the specified filesystem was allowed.
2020-04-07 18:57:55 +02:00

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ReStructuredText

.. _usage:
*****
Usage
*****
============
CLI Overview
============
.. NOTE::
The zrepl binary is self-documenting:
run ``zrepl help`` for an overview of the available subcommands or ``zrepl SUBCOMMAND --help`` for information on available flags, etc.
.. _cli-signal-wakeup:
.. list-table::
:widths: 30 70
:header-rows: 1
* - Subcommand
- Description
* - ``zrepl help``
- show subcommand overview
* - ``zrepl daemon``
- run the daemon, required for all zrepl functionality
* - ``zrepl status``
- show job activity, or with ``--raw`` for JSON output
* - ``zrepl stdinserver``
- see :ref:`transport-ssh+stdinserver`
* - ``zrepl signal wakeup JOB``
- manually trigger replication + pruning of JOB
* - ``zrepl signal reset JOB``
- manually abort current replication + pruning of JOB
* - ``zrepl configcheck``
- check if config can be parsed without errors
* - ``zrepl migrate``
- | perform on-disk state / ZFS property migrations
| (see :ref:`changelog <changelog>` for details)
* - ``zrepl holds``
- list and remove holds and step bookmarks created by zrepl (see :ref:`overview <replication-cursor-and-last-received-hold>` )
.. _usage-zrepl-daemon:
============
zrepl daemon
============
All actual work zrepl does is performed by a daemon process.
The daemon supports structured :ref:`logging <logging>` and provides :ref:`monitoring endpoints <monitoring>`.
When installing from a package, the package maintainer should have provided an init script / systemd.service file.
You should thus be able to start zrepl daemon using your init system.
Alternatively, or for running zrepl in the foreground, simply execute ``zrepl daemon``.
Note that you won't see much output with the :ref:`default logging configuration<logging-default-config>`:
.. ATTENTION::
Make sure to actually monitor the error level output of zrepl: some configuration errors will not make the daemon exit.
Example: if the daemon cannot create the :ref:`transport-ssh+stdinserver` sockets in the runtime directory,
it will emit an error message but not exit because other tasks such as periodic snapshots & pruning are of equal importance.
.. _usage-zrepl-daemon-restarting:
Restarting
~~~~~~~~~~
The daemon handles SIGINT and SIGTERM for graceful shutdown.
Graceful shutdown means at worst that a job will not be rescheduled for the next interval.
The daemon exits as soon as all jobs have reported shut down.
Systemd Unit File
~~~~~~~~~~~~~~~~~
A systemd service definition template is available in :repomasterlink:`dist/systemd`.
Note that some of the options only work on recent versions of systemd.
Any help & improvements are very welcome, see :issue:`145`.