In response to Bruno's concern #2, I've also added that section to the
"Rejected Alternatives" section.

Additionally, after reviewing some other assignment papers, I've developed
the concern that specifying which "phases" the assignment algorithm should
have, or indeed the logic of it at all, might be a mistake that
over-constrains our ability to write an optimal algorithm. Therefore, I've
also refactored the KIP to just describe the protocol, and specify the
requirements for the assignment algorithm, but not its exact behavior at
all.

Thanks,
-John

On Tue, Aug 20, 2019 at 5:13 PM John Roesler <j...@confluent.io> wrote:

> Hi All,
>
> Thanks for the discussion. I've been considering the idea of giving the
> "catching up" tasks a different name/role. I was in favor initially, but
> after working though some details, I think it causes some problems, which
> I've written up in the "rejected alternatives" part of the KIP:
> https://cwiki.apache.org/confluence/display/KAFKA/KIP-441%3A+Smooth+Scaling+Out+for+Kafka+Streams#KIP-441:SmoothScalingOutforKafkaStreams-Addinganewkindoftask(%22moving%22,%22recovering%22,%22learner%22)fortaskmovements
>
> Please give it a read and let me know what you think.
>
> Thanks,
> -John
>
> On Thu, Aug 8, 2019 at 7:57 PM Guozhang Wang <wangg...@gmail.com> wrote:
>
>> I think I agree with you Sophie. My gut feeling is that 1) it should not
>> be
>> the major concern in assignor's algorithm for standby tasks not catching
>> up, but rather be tackled in different modules, and 2) a lot of
>> optimization can be down at the stream thread itself, like dedicated
>> threading and larger batching, or even complicated scheduling mechanisms
>> between running, restoring and standby tasks. In anyways, I think we can
>> take this out of the scope of KIP-441 for now.
>>
>>
>> Guozhang
>>
>>
>> On Thu, Aug 8, 2019 at 5:48 PM Sophie Blee-Goldman <sop...@confluent.io>
>> wrote:
>>
>> > > we may have other ways to not starving the standby tasks, for
>> example, by
>> > > using dedicate threads for standby tasks or even consider having
>> > *higher> priority for standby than active* so that we always try to
>> caught
>> > up standby
>> > > first, then process active
>> >
>> > This is an interesting idea, but seems likely to get in the way of the
>> > original idea of this KIP
>> > -- if we always process standby tasks first, then if we are assigned a
>> new
>> > standby task we
>> > will have to wait for it to catch up completely before processing any
>> > active tasks! That's
>> > even worse than the situation this KIP is trying to help with, since a
>> new
>> > standby task has to
>> > restore from 0 (whereas an active task at least can take over from
>> wherever
>> > the standby was).
>> >
>> > During restoration -- while there exist any restoring tasks -- I think
>> it's
>> > reasonable to de-prioritize the
>> > standby tasks and just process restoring and active tasks so both can
>> make
>> > progress. But we should
>> > let them catch up afterwards somehow -- maybe we can apply some kind of
>> > heuristic, like "if we haven't
>> > processed standbys for X iterations, or Y milliseconds, do so now."
>> >
>> > Actually, it might even be beneficial to avoid processing standbys a
>> record
>> > or two at a time and instead
>> > wait for a large enough batch to build up for the RocksDB bulk-loading
>> > benefits.
>> >
>> > I think the "use dedicated threads for standby" is the more promising
>> end
>> > goal, especially since
>> > if we split restoration into "restoring tasks" then active and standbys
>> > share almost nothing. But
>> > that seems like follow-up work to the current KIP :)
>> >
>> > On Thu, Aug 8, 2019 at 5:31 PM Sophie Blee-Goldman <sop...@confluent.io
>> >
>> > wrote:
>> >
>> > > Stateful tasks with logging disabled seem to be an interesting edge
>> case.
>> > > On the one hand,
>> > > for balancing purposes they should be considered stateful since as
>> > > Guozhang pointed out
>> > > they are still "heavy" in IO costs. But for "catching up" purposes, ie
>> > > when allocating standby
>> > > tasks that will become active tasks, they should be considered
>> stateless
>> > > as there is so
>> > > meaningful sense of their lag. We should never allocate standby tasks
>> for
>> > > them during the
>> > > first rebalance, but should ensure they are evenly distributed across
>> > > instances. Maybe we
>> > > should split these into a third category -- after we assign all
>> stateful
>> > > tasks with logging, we
>> > > then distribute the set of logging-disabled stateful tasks to improve
>> > > balance, before lastly
>> > > distributing stateless tasks?
>> > >
>> > > This actually leads into what I was just thinking, which is that we
>> > really
>> > > should distinguish the
>> > > "catch-up" standbys from normal standbys as well as distinguishing
>> > > actively processing tasks
>> > > from active tasks that are still in the restore phase. It's somewhat
>> > > awkward that today, some
>> > > active tasks just start processing immediately while others behave
>> more
>> > > like standby than active
>> > > tasks for some time, before switching to real active. They first use
>> the
>> > > restoreConsumer, then
>> > > later only the "normal" consumer.
>> > >
>> > > However, this restore period is still distinct from normal standbys
>> in a
>> > > lot of ways -- the code path
>> > > for restoring is different than for updating standbys, for example in
>> how
>> > > long we block on #poll.
>> > > So in addition to giving them their own name -- let's go with
>> restoring
>> > > task for now -- they really
>> > > do seem to deserve being their own distinct task. We can optimize them
>> > for
>> > > efficient conversion
>> > > to active tasks since we know that's what they will be.
>> > >
>> > > This resolves some of the awkwardness of dealing with the special case
>> > > mentioned above: we
>> > > find a balanced assignment of stateful and stateless tasks, and create
>> > > restoring tasks as needed.
>> > > If logging is disabled, no restoring task is created.
>> > >
>> > >
>> > > On Thu, Aug 8, 2019 at 3:44 PM Guozhang Wang <wangg...@gmail.com>
>> wrote:
>> > >
>> > >> Regarding 3) above: I think for active task they should still be
>> > >> considered
>> > >> stateful since the processor would still pay IO cost accessing the
>> > store,
>> > >> but they would not have standby tasks?
>> > >>
>> > >> On Thu, Aug 8, 2019 at 7:49 AM Bruno Cadonna <br...@confluent.io>
>> > wrote:
>> > >>
>> > >> > Hi,
>> > >> >
>> > >> > Thank you for the KIP!
>> > >> >
>> > >> > Some questions/comments:
>> > >> >
>> > >> > 1. I am wondering if the "stand-by" tasks that catch up state
>> before
>> > >> > the active task is switched deserve its own name in this KIP and
>> maybe
>> > >> > in the code. We have already stated that they are not true stand-by
>> > >> > tasks, they are not configured through `num.standby.replicas`, and
>> > >> > maybe they have also other properties that distinguish them from
>> true
>> > >> > stand-by tasks of which we are not aware yet. For example, they
>> may be
>> > >> > prioritized differently than other tasks. Furthermore, the name
>> > >> > "stand-by" does not really fit with the planned functionality of
>> those
>> > >> > tasks. In the following, I will call them false stand-by tasks.
>> > >> >
>> > >> > 2. Did you consider to trigger the probing rebalances not at
>> regular
>> > >> > time intervals but when the false stand-by tasks reach an
>> acceptable
>> > >> > lag? If you did consider, could you add a paragraph why you
>> rejected
>> > >> > this idea to the "Rejected Alternatives" section.
>> > >> >
>> > >> > 3. Are tasks that solely contain stores with disabled logging
>> > >> > classified as stateful or stateless in the algorithm? I would guess
>> > >> > stateless, although if possible they should be assigned to the same
>> > >> > instance they had run before the rebalance. As far as I can see
>> this
>> > >> > special case is not handled in the algorithm.
>> > >> >
>> > >> > Best,
>> > >> > Bruno
>> > >> >
>> > >> >
>> > >> >
>> > >> > On Thu, Aug 8, 2019 at 8:24 AM Guozhang Wang <wangg...@gmail.com>
>> > >> wrote:
>> > >> > >
>> > >> > > 1. Sounds good, just wanted to clarify; and it may worth
>> documenting
>> > >> it
>> > >> > so
>> > >> > > that users would not be surprised when monitoring their
>> footprint.
>> > >> > >
>> > >> > > 2. Hmm I see... I think the trade-off can be described as "how
>> much
>> > >> > > imbalance would bother you to be willing to pay another
>> rebalance,
>> > >> along
>> > >> > > with potentially more restoration lag", and the current
>> definition
>> > of
>> > >> > > rebalance_factor can be considered as a rough measurement of that
>> > >> > > imbalance. Of course one can argue that a finer grained
>> measurement
>> > >> could
>> > >> > > be "resource footprint" like CPU / storage of each instance like
>> we
>> > >> have
>> > >> > in
>> > >> > > Kafka broker auto balancing tools, but I'd prefer not doing that
>> as
>> > >> part
>> > >> > of
>> > >> > > the library but more as an operational tool in the future. On the
>> > >> other
>> > >> > > hand, I've seen stateful and stateless tasks having very
>> different
>> > >> load,
>> > >> > > and sometimes the only bottleneck of a Streams app is just one
>> > >> stateful
>> > >> > > sub-topology and whoever gets tasks of that sub-topology become
>> > >> hotspot
>> > >> > > (and that's why our algorithm tries to balance per sub-topology
>> as
>> > >> well),
>> > >> > > so maybe we can just consider stateful tasks when calculating
>> this
>> > >> factor
>> > >> > > as a very brute force heuristic?
>> > >> > >
>> > >> > > 3.a. Thinking about this a bit more, maybe it's better not try to
>> > >> tackle
>> > >> > an
>> > >> > > unseen enemy just yet, and observe if it really emerges later,
>> and
>> > by
>> > >> > then
>> > >> > > we may have other ways to not starving the standby tasks, for
>> > >> example, by
>> > >> > > using dedicate threads for standby tasks or even consider having
>> > >> higher
>> > >> > > priority for standby than active so that we always try to caught
>> up
>> > >> > standby
>> > >> > > first, then process active; and if active's lagging compared to
>> > >> > > log-end-offset is increasing then we should increase capacity,
>> etc
>> > >> etc.
>> > >> > >
>> > >> > > 4. Actually with KIP-429 this may not be the case: we may not
>> call
>> > >> > > onPartitionsRevoked prior to rebalance any more so would not
>> transit
>> > >> > state
>> > >> > > to PARTITIONS_REVOKED, and hence not cause the state of the
>> instance
>> > >> to
>> > >> > be
>> > >> > > REBALANCING. In other words, even if a instance is undergoing a
>> > >> rebalance
>> > >> > > it's state may still be RUNNING and it may still be processing
>> > >> records at
>> > >> > > the same time.
>> > >> > >
>> > >> > >
>> > >> > > On Wed, Aug 7, 2019 at 12:14 PM John Roesler <j...@confluent.io>
>> > >> wrote:
>> > >> > >
>> > >> > > > Hey Guozhang,
>> > >> > > >
>> > >> > > > Thanks for the review!
>> > >> > > >
>> > >> > > > 1. Yes, even with `num.standby.replicas := 0`, we will still
>> > >> > temporarily
>> > >> > > > allocate standby tasks to accomplish a no-downtime task
>> migration.
>> > >> > > > Although, I'd argue that this doesn't really violate the
>> config,
>> > as
>> > >> the
>> > >> > > > task isn't a true hot standby. As soon as it catches up, we'll
>> > >> > rebalance
>> > >> > > > again, that task will become active, and the original instance
>> > that
>> > >> > hosted
>> > >> > > > the active task will no longer have the task assigned at all.
>> Once
>> > >> the
>> > >> > > > stateDirCleaner kicks in, we'll free the disk space from it,
>> and
>> > >> > return to
>> > >> > > > the steady-state of having just one copy of the task in the
>> > cluster.
>> > >> > > >
>> > >> > > > We can of course do without this, but I feel the current
>> proposal
>> > is
>> > >> > > > operationally preferable, since it doesn't make configuring
>> > >> > hot-standbys a
>> > >> > > > pre-requisite for fast rebalances.
>> > >> > > >
>> > >> > > > 2. Yes, I think your interpretation is what we intended. The
>> > default
>> > >> > > > balance_factor would be 1, as it is implicitly today. What this
>> > >> does is
>> > >> > > > allows operators to trade off less balanced assignments against
>> > >> fewer
>> > >> > > > rebalances. If you have lots of space capacity in your
>> instances,
>> > >> this
>> > >> > may
>> > >> > > > be a perfectly fine tradeoff, and you may prefer for Streams
>> not
>> > to
>> > >> > bother
>> > >> > > > streaming GBs of data from the broker in pursuit of perfect
>> > balance.
>> > >> > Not
>> > >> > > > married to this configuration, though. It was inspired by the
>> > >> related
>> > >> > work
>> > >> > > > research we did.
>> > >> > > >
>> > >> > > > 3. I'll take a look
>> > >> > > >
>> > >> > > > 3a. I think this is a good idea. I'd classify it as a type of
>> grey
>> > >> > failure
>> > >> > > > detection. It may make more sense to tackle grey failures as
>> part
>> > of
>> > >> > the
>> > >> > > > heartbeat protocol (as I POCed here:
>> > >> > > > https://github.com/apache/kafka/pull/7096/files). WDYT?
>> > >> > > >
>> > >> > > > 4. Good catch! I didn't think about that before. Looking at it
>> > now,
>> > >> > though,
>> > >> > > > I wonder if we're actually protected already. The
>> stateDirCleaner
>> > >> > thread
>> > >> > > > only executes if the instance is in RUNNING state, and KIP-441
>> > >> > proposes to
>> > >> > > > use "probing rebalances" to report task lag. Hence, during the
>> > >> window
>> > >> > > > between when the instance reports a lag and the assignor makes
>> a
>> > >> > decision
>> > >> > > > about it, the instance should remain in REBALANCING state,
>> right?
>> > If
>> > >> > so,
>> > >> > > > then this should prevent the race condition. If not, then we do
>> > >> indeed
>> > >> > need
>> > >> > > > to do something about it.
>> > >> > > >
>> > >> > > > 5. Good idea. I think that today, you can only see the consumer
>> > lag,
>> > >> > which
>> > >> > > > is a poor substitute. I'll add some metrics to the proposal.
>> > >> > > >
>> > >> > > > Thanks again for the comments!
>> > >> > > > -John
>> > >> > > >
>> > >> > > > On Tue, Aug 6, 2019 at 4:27 PM Guozhang Wang <
>> wangg...@gmail.com>
>> > >> > wrote:
>> > >> > > >
>> > >> > > > > Hello Sophie,
>> > >> > > > >
>> > >> > > > > Thanks for the proposed KIP. I left some comments on the wiki
>> > >> itself,
>> > >> > > > and I
>> > >> > > > > think I'm still not very clear on a couple or those:
>> > >> > > > >
>> > >> > > > > 1. With this proposal, does that mean with
>> num.standby.replicas
>> > ==
>> > >> > 0, we
>> > >> > > > > may sometimes still have some standby tasks which may violate
>> > the
>> > >> > config?
>> > >> > > > >
>> > >> > > > > 2. I think I understand the rationale to consider lags that
>> is
>> > >> below
>> > >> > the
>> > >> > > > > specified threshold to be equal, rather than still
>> considering
>> > >> 5000
>> > >> > is
>> > >> > > > > better than 5001 -- we do not want to "over-optimize" and
>> > >> potentially
>> > >> > > > falls
>> > >> > > > > into endless rebalances back and forth.
>> > >> > > > >
>> > >> > > > > But I'm not clear about the rationale of the second
>> parameter of
>> > >> > > > >
>> constrainedBalancedAssignment(StatefulTasksToRankedCandidates,
>> > >> > > > > balance_factor):
>> > >> > > > >
>> > >> > > > > Does that mean, e.g. with balance_factor of 3, we'd consider
>> two
>> > >> > > > > assignments one resulting balance_factor 0 and one resulting
>> > >> > > > balance_factor
>> > >> > > > > 3 to be equally optimized assignment and therefore may "stop
>> > >> early"?
>> > >> > This
>> > >> > > > > was not very convincing to me :P
>> > >> > > > >
>> > >> > > > > 3. There are a couple of minor comments about the algorithm
>> > >> itself,
>> > >> > left
>> > >> > > > on
>> > >> > > > > the wiki page since it needs to refer to the exact line and
>> > better
>> > >> > > > > displayed there.
>> > >> > > > >
>> > >> > > > > 3.a Another wild thought about the threshold itself: today
>> the
>> > >> > assignment
>> > >> > > > > itself is memoryless, so we would not know if the reported
>> > >> `TaskLag`
>> > >> > > > itself
>> > >> > > > > is increasing or decreasing even if the current value is
>> under
>> > the
>> > >> > > > > threshold. I wonder if it worthy to make it a bit more
>> > >> complicated to
>> > >> > > > track
>> > >> > > > > task lag trend at the assignor? Practically it may not be
>> very
>> > >> > uncommon
>> > >> > > > > that stand-by tasks are not keeping up due to the fact that
>> > other
>> > >> > active
>> > >> > > > > tasks hosted on the same thread is starving the standby
>> tasks.
>> > >> > > > >
>> > >> > > > > 4. There's a potential race condition risk when reporting
>> > >> `TaskLags`
>> > >> > in
>> > >> > > > the
>> > >> > > > > subscription: right after reporting it to the leader, the
>> > cleanup
>> > >> > thread
>> > >> > > > > kicks in and deletes the state directory. If the task was
>> > assigned
>> > >> > to the
>> > >> > > > > host it would cause it to restore from beginning and
>> effectively
>> > >> > make the
>> > >> > > > > seemingly optimized assignment very sub-optimal.
>> > >> > > > >
>> > >> > > > > To be on the safer side we should consider either prune out
>> > those
>> > >> > tasks
>> > >> > > > > that are "close to be cleaned up" in the subscription, or we
>> > >> should
>> > >> > delay
>> > >> > > > > the cleanup right after we've included them in the
>> subscription
>> > in
>> > >> > case
>> > >> > > > > they are been selected as assigned tasks by the assignor.
>> > >> > > > >
>> > >> > > > > 5. This is a meta comment: I think it would be helpful to add
>> > some
>> > >> > user
>> > >> > > > > visibility on the standby tasks lagging as well, via metrics
>> for
>> > >> > example.
>> > >> > > > > Today it is hard for us to observe how far are our current
>> > standby
>> > >> > tasks
>> > >> > > > > compared to the active tasks and whether that lag is being
>> > >> > increasing or
>> > >> > > > > decreasing. As a follow-up task, for example, the rebalance
>> > should
>> > >> > also
>> > >> > > > be
>> > >> > > > > triggered if we realize that some standby task's lag is
>> > increasing
>> > >> > > > > indefinitely means that it cannot keep up (which is another
>> > >> indicator
>> > >> > > > > either you need to add more resources with the num.standbys
>> or
>> > >> your
>> > >> > are
>> > >> > > > > still not balanced enough).
>> > >> > > > >
>> > >> > > > >
>> > >> > > > > On Tue, Aug 6, 2019 at 1:32 PM Sophie Blee-Goldman <
>> > >> > sop...@confluent.io>
>> > >> > > > > wrote:
>> > >> > > > >
>> > >> > > > > > Hey all,
>> > >> > > > > >
>> > >> > > > > > I'd like to kick off discussion on KIP-441, aimed at the
>> long
>> > >> > restore
>> > >> > > > > times
>> > >> > > > > > in Streams during which further active processing and IQ
>> are
>> > >> > blocked.
>> > >> > > > > > Please give it a read and let us know your thoughts
>> > >> > > > > >
>> > >> > > > > >
>> > >> > > > > >
>> > >> > > > >
>> > >> > > >
>> > >> >
>> > >>
>> >
>> https://cwiki.apache.org/confluence/display/KAFKA/KIP-441:+Smooth+Scaling+Out+for+Kafka+Streams
>> > >> > > > > >
>> > >> > > > > > Cheers,
>> > >> > > > > > Sophie
>> > >> > > > > >
>> > >> > > > >
>> > >> > > > >
>> > >> > > > > --
>> > >> > > > > -- Guozhang
>> > >> > > > >
>> > >> > > >
>> > >> > >
>> > >> > >
>> > >> > > --
>> > >> > > -- Guozhang
>> > >> >
>> > >>
>> > >>
>> > >> --
>> > >> -- Guozhang
>> > >>
>> > >
>> >
>>
>>
>> --
>> -- Guozhang
>>
>

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