Tomás Fernández Löbbe created SOLR-10233:
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             Summary: Add support for different replica types in Solr
                 Key: SOLR-10233
                 URL: https://issues.apache.org/jira/browse/SOLR-10233
             Project: Solr
          Issue Type: New Feature
      Security Level: Public (Default Security Level. Issues are Public)
          Components: SolrCloud
            Reporter: Tomás Fernández Löbbe
            Assignee: Tomás Fernández Löbbe


For the majority of the cases, current SolrCloud's  distributed indexing is 
great. There is a subset of use cases for which the legacy Master/Slave 
replication may fit better:

* Don’t require NRT
* LIR can become an issue, prefer availability of reads vs consistency or NRT
* High number of searches (requiring many search nodes)

SOLR-9835 is adding replicas that don’t do indexing, just update their 
transaction log. This Jira is to extend that idea and provide the following 
replica types:

* *Realtime:* Writes updates to transaction log and indexes locally. Replicas 
of type “realtime” support NRT (soft commits) and RTG. Any _realtime_ replica 
can become a leader. This is the only type supported in SolrCloud at this time 
and will be the default.
* *Append:* Writes to transaction log, but not to index, uses replication. Any 
_append_ replica can become leader (by first applying all local transaction log 
elements). If a replica is of type _append_ but is also the leader, it will 
behave as a _realtime_. This is exactly what SOLR-9835 is proposing (non-live 
replicas)
* *Passive:* Doesn’t index or writes to transaction log. Just replicates from 
_realtime_ or _append_ replicas. Passive replicas can’t become shard leaders 
(i.e., if there are only passive replicas in the collection at some point, 
updates will fail same as if there is no leaders, queries continue to work), so 
they don’t even participate in elections.

When the leader replica of the shard receives an update, it will distribute it 
to all _realtime_ and _append_ replicas, the same as it does today. It won't 
distribute to _passive_ replicas.

By using a combination of _append_ and _passive_ replicas, one can achieve an 
equivalent of the legacy Master/Slave architecture in SolrCloud mode with most 
of its benefits, including high availability of writes. 

h2. API (v1 style)
{{/admin/collections?action=CREATE…&*realtime=X&append=Y&passive=Z*}}
{{/admin/collections?action=ADDREPLICA…&*type=\[realtime/append/passive\]*}}

* “replicationFactor=” will translate to “realtime=“ for back compatibility
* if _passive_ > 0, _append_ or _realtime_ need to be >= 1 (can’t be all 
passives)

h2. Placement Strategies

By using replica placement rules, one should be able to dedicate nodes to 
search-only and write-only workloads. For example:
{code}
shard:*,replica:*,type:passive,fleet:slaves
{code}
where “type” is a new condition supported by the rule engine, and 
“fleet:slaves” is a regular tag. Note that rules are only applied when the 
replicas are created, so a later change in tags won't affect existing replicas. 
Also, rules are per collection, so each collection could contain it's own 
different rules.
Note that on the server side Solr also needs to know how to distribute the 
shard requests (maybe ShardHandler?) if we want to hit only a subset of 
replicas (i.e. *passive *replicas only, or similar rules)

h2. SolrJ
SolrCloud client could be smart to prefer _passive_ replicas for search 
requests when available (and if configured to do so). _Passive_ replicas can’t 
respond RTG requests, so those should go to _append_ or _realtime_ replicas. 

h2. Cluster/Collection state

{code}
{"gettingstarted":{
  "replicationFactor":"1",
  "router":{"name":"compositeId"},
  "maxShardsPerNode":"2",
  "autoAddReplicas":"false",
  "shards":{
    "shard1":{
      "range":"80000000-ffffffff",
      "state":"active",
      "replicas":{
        "core_node5":{
          "core":"gettingstarted_shard1_replica1",
          "base_url":"http://127.0.0.1:8983/solr";,
          "node_name":"127.0.0.1:8983_solr",
          "state":"active",
          "leader":"true",
          **"type": "realtime"**},
        "core_node10":{
          "core":"gettingstarted_shard1_replica2",
          "base_url":"http://127.0.0.1:7574/solr";,
          "node_name":"127.0.0.1:7574_solr",
          "state":"active",
          **"type": "passive"**}},
      }},
    "shard2":{
      ...
{code}

h2. Back compatibility
We should be able to support back compatibility by assuming replicas without a 
“type” property are _realtime_ replicas. 

h2. Failure Scenarios for passive replicas

h3. Replica-Leader partition
In SolrCloud today, in this scenario the replica would be placed in LIR. With 
_passive_ replicas, replicas may not be able to replicate from some time (and 
fall behind with the index) but queries can still be served. Once the 
connection is re-established the replication will continue. 

h3. Replica ZooKeeper partition
_Passive_ replica will leave the cluster. “Smart clients” and other replicas 
(e.g. for distributed search) won’t find it and won’t query on it. Direct 
search requests to the replica may still succeed. 

h3. Passive replica dies (or is unreachable)
Replica won’t be query-able. On restart, replica will recover from the leader, 
following the same flow as _realtime_ replicas: set state to DOWN, then 
RECOVERING, and finally ACTIVE. _Passive_ replicas will use a different 
{{RecoveryStrategy}} implementation, that omits *preparerecovery,* and peer 
sync attempt, it will jump to replication . If the leader didn't change, or if 
the other replicas are of type “append”, replication should be incremental. 
Once the first replication is done, passive replica will declare itself active 
and start serving traffic.

h3. Leader dies
Passive replica won’t be able to replicate. The cluster won’t take updates 
until a new leader is elected. Once a new leader is elected, updates will be 
back to normal. Passive replicas will remain active and serving query traffic 
during the “write outage”. Once the new leader is elected the replication will 
restart (maybe from a different node)

h3. Leader ZooKeeper partition
Same as today. Leader will abandon leadership and a new replica will be elected 
as leader.

h2. Q&A

h3. Can I use a combination of _passive_ + _realtime_?
You could. The problem is that, since _realtime_ generate their own index, any 
change of leadership could trigger a full replication from all the _passive_ 
replicas. The biggest benefits of _append_ replicas is that they share the same 
index files, which means that even if the leader changes, the number of 
segments to replicate will remain low. For that reason, using _append_ replicas 
is recommended when using _passive_.

h3. Can I use _passive_ + _append_ + _realtime_?
The issue with mixing _realtime_ replicas with _append_ replicas is that if a 
different _realtime_ replica becomes the leader, the whole purpose of using 
_append_ replicas is defeated, since they will all have to replicate the full 
index. 

h3. What happens if replication from *passives* fail?
TBD: In general we want those replicas to continue serving search traffic, but 
we may want to have a way to say “If can’t replicate after X hours put yourself 
in recovery” or something similar.
[~varunthacker] suggested that we include in the response the date of the last 
successful replication, and then the client can choose what to do with the 
results (in a multi-shard request, this date would be the oldest of all shards).

h3. Do _passive_ replicas need to replicate from the leader only?
This is not necessary. _Passive_ replicas can replicate from any _realtime_ or 
_append_ replicas, although this would add some extra waiting time for the last 
updates. Replicating from a _realtime_ replica may not be a good idea, see the 
question “Can I use a combination of _passive_ + _realtime_?”

h3. What if I need NRT?
Then you can’t query _append_ or _passive_ replicas. You should use all 
_realtime_ replicas

h3. Will new _passive_ replicas start receiving traffic immediately after added?
_passive_ replicas will have the same states as _realtime_/_append_ replicas, 
they’ll join the cluster as “DOWN” and be moved to “RECOVERY” until they can 
replicate from the leader. Then they’ll start the replication process and 
become “ACTIVE”, at this point they’ll start responding queries. They'll use a 
different {{RecoveryStrategy}} that skips peer sync and buffering of docs, and 
just replicates.
h3. What if a _passive_ replica receives an update?
This will work the same as today with non-leader replicas, it will just forward 
the update to the correct leader.
h3. What is the difference between using active + passive with legacy 
master/slave?
These are just some I can think of:
* You now need ZooKeeper to run in SolrCloud mode
* High availability for writes, as long as you have more than 1 active replica
* Shard management by Solr at index time and query time.
* Full support for Collections and Collections API
* SolrCloudClient support

I'd like to get some thoughts on this proposal.



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