Intro to Load Balancing for Developers – The Algorithms
If you’re new to this series, you can find the complete list of articles in the series on my personal page here If you are writing applications to sit behind a Load Balancer, it behooves you to at least have a clue what the algorithm your load balancer uses is about. We’re taking this week’s installment to just chat about the most common algorithms and give a plain- programmer description of how they work. While historically the algorithm chosen is both beyond the developers’ control, you’re the one that has to deal with performance problems, so you should know what is happening in the application’s ecosystem, not just in the application. Anything that can slow your application down or introduce errors is something worth having reviewed. For algorithms supported by the BIG-IP, the text here is paraphrased/modified versions of the help text associated with the Pool Member tab of the BIG-IP UI. If they wrote a good description and all I needed to do was programmer-ize it, then I used it. For algorithms not supported by the BIG-IP I wrote from scratch. Note that there are many, many more algorithms out there, but as you read through here you’ll see why these (or minor variants of them) are the ones you’ll see the most. Plain Programmer Description: Is not intended to say anything about the way any particular dev team at F5 or any other company writes these algorithms, they’re just an attempt to put the process into terms that are easier for someone with a programming background to understand. Hopefully a successful attempt. Interestingly enough, I’ve pared down what BIG-IP supports to a subset. That means that F5 employees and aficionados will be going “But you didn’t mention…!” and non-F5 employees will likely say “But there’s the Chi-Squared Algorithm…!” (no, chi-squared is theoretical distribution method I know of because it was presented as a proof for testing the randomness of a 20 sided die, ages ago in Dragon Magazine). The point being that I tried to stick to a group that builds on each other in some connected fashion. So send me hate mail… I’m good. Unless you can say more than 2-5% of the world’s load balancers are running the algorithm, I won’t consider that I missed something important. The point is to give developers and software architects a familiarity with core algorithms, not to build the worlds most complete lexicon of algorithms. Random: This load balancing method randomly distributes load across the servers available, picking one via random number generation and sending the current connection to it. While it is available on many load balancing products, its usefulness is questionable except where uptime is concerned – and then only if you detect down machines. Plain Programmer Description: The system builds an array of Servers being load balanced, and uses the random number generator to determine who gets the next connection… Far from an elegant solution, and most often found in large software packages that have thrown load balancing in as a feature. Round Robin: Round Robin passes each new connection request to the next server in line, eventually distributing connections evenly across the array of machines being load balanced. Round Robin works well in most configurations, but could be better if the equipment that you are load balancing is not roughly equal in processing speed, connection speed, and/or memory. Plain Programmer Description: The system builds a standard circular queue and walks through it, sending one request to each machine before getting to the start of the queue and doing it again. While I’ve never seen the code (or actual load balancer code for any of these for that matter), we’ve all written this queue with the modulus function before. In school if nowhere else. Weighted Round Robin (called Ratio on the BIG-IP): With this method, the number of connections that each machine receives over time is proportionate to a ratio weight you define for each machine. This is an improvement over Round Robin because you can say “Machine 3 can handle 2x the load of machines 1 and 2”, and the load balancer will send two requests to machine #3 for each request to the others. Plain Programmer Description: The simplest way to explain for this one is that the system makes multiple entries in the Round Robin circular queue for servers with larger ratios. So if you set ratios at 3:2:1:1 for your four servers, that’s what the queue would look like – 3 entries for the first server, two for the second, one each for the third and fourth. In this version, the weights are set when the load balancing is configured for your application and never change, so the system will just keep looping through that circular queue. Different vendors use different weighting systems – whole numbers, decimals that must total 1.0 (100%), etc. but this is an implementation detail, they all end up in a circular queue style layout with more entries for larger ratings. Dynamic Round Robin (Called Dynamic Ratio on the BIG-IP): is similar to Weighted Round Robin, however, weights are based on continuous monitoring of the servers and are therefore continually changing. This is a dynamic load balancing method, distributing connections based on various aspects of real-time server performance analysis, such as the current number of connections per node or the fastest node response time. This Application Delivery Controller method is rarely available in a simple load balancer. Plain Programmer Description: If you think of Weighted Round Robin where the circular queue is rebuilt with new (dynamic) weights whenever it has been fully traversed, you’ll be dead-on. Fastest: The Fastest method passes a new connection based on the fastest response time of all servers. This method may be particularly useful in environments where servers are distributed across different logical networks. On the BIG-IP, only servers that are active will be selected. Plain Programmer Description: The load balancer looks at the response time of each attached server and chooses the one with the best response time. This is pretty straight-forward, but can lead to congestion because response time right now won’t necessarily be response time in 1 second or two seconds. Since connections are generally going through the load balancer, this algorithm is a lot easier to implement than you might think, as long as the numbers are kept up to date whenever a response comes through. These next three I use the BIG-IP name for. They are variants of a generalized algorithm sometimes called Long Term Resource Monitoring. Least Connections: With this method, the system passes a new connection to the server that has the least number of current connections. Least Connections methods work best in environments where the servers or other equipment you are load balancing have similar capabilities. This is a dynamic load balancing method, distributing connections based on various aspects of real-time server performance analysis, such as the current number of connections per node or the fastest node response time. This Application Delivery Controller method is rarely available in a simple load balancer. Plain Programmer Description: This algorithm just keeps track of the number of connections attached to each server, and selects the one with the smallest number to receive the connection. Like fastest, this can cause congestion when the connections are all of different durations – like if one is loading a plain HTML page and another is running a JSP with a ton of database lookups. Connection counting just doesn’t account for that scenario very well. Observed: The Observed method uses a combination of the logic used in the Least Connections and Fastest algorithms to load balance connections to servers being load-balanced. With this method, servers are ranked based on a combination of the number of current connections and the response time. Servers that have a better balance of fewest connections and fastest response time receive a greater proportion of the connections. This Application Delivery Controller method is rarely available in a simple load balancer. Plain Programmer Description: This algorithm tries to merge Fastest and Least Connections, which does make it more appealing than either one of the above than alone. In this case, an array is built with the information indicated (how weighting is done will vary, and I don’t know even for F5, let alone our competitors), and the element with the highest value is chosen to receive the connection. This somewhat counters the weaknesses of both of the original algorithms, but does not account for when a server is about to be overloaded – like when three requests to that query-heavy JSP have just been submitted, but not yet hit the heavy work. Predictive: The Predictive method uses the ranking method used by the Observed method, however, with the Predictive method, the system analyzes the trend of the ranking over time, determining whether a servers performance is currently improving or declining. The servers in the specified pool with better performance rankings that are currently improving, rather than declining, receive a higher proportion of the connections. The Predictive methods work well in any environment. This Application Delivery Controller method is rarely available in a simple load balancer. Plain Programmer Description: This method attempts to fix the one problem with Observed by watching what is happening with the server. If its response time has started going down, it is less likely to receive the packet. Again, no idea what the weightings are, but an array is built and the most desirable is chosen. You can see with some of these algorithms that persistent connections would cause problems. Like Round Robin, if the connections persist to a server for as long as the user session is working, some servers will build a backlog of persistent connections that slow their response time. The Long Term Resource Monitoring algorithms are the best choice if you have a significant number of persistent connections. Fastest works okay in this scenario also if you don’t have access to any of the dynamic solutions. That’s it for this week, next week we’ll start talking specifically about Application Delivery Controllers and what they offer – which is a whole lot – that can help your application in a variety of ways. Until then! Don.
The Full-Proxy Data Center Architecture
Why a full-proxy architecture is important to both infrastructure and data centers. In the early days of load balancing and application delivery there was a lot of confusion about proxy-based architectures and in particular the definition of a full-proxy architecture. Understanding what a full-proxy is will be increasingly important as we continue to re-architect the data center to support a more mobile, virtualized infrastructure in the quest to realize IT as a Service. THE FULL-PROXY PLATFORM The reason there is a distinction made between “proxy” and “full-proxy” stems from the handling of connections as they flow through the device. All proxies sit between two entities – in the Internet age almost always “client” and “server” – and mediate connections. While all full-proxies are proxies, the converse is not true. Not all proxies are full-proxies and it is this distinction that needs to be made when making decisions that will impact the data center architecture. A full-proxy maintains two separate session tables – one on the client-side, one on the server-side. There is effectively an “air gap” isolation layer between the two internal to the proxy, one that enables focused profiles to be applied specifically to address issues peculiar to each “side” of the proxy. Clients often experience higher latency because of lower bandwidth connections while the servers are generally low latency because they’re connected via a high-speed LAN. The optimizations and acceleration techniques used on the client side are far different than those on the LAN side because the issues that give rise to performance and availability challenges are vastly different. A full-proxy, with separate connection handling on either side of the “air gap”, can address these challenges. A proxy, which may be a full-proxy but more often than not simply uses a buffer-and-stitch methodology to perform connection management, cannot optimally do so. A typical proxy buffers a connection, often through the TCP handshake process and potentially into the first few packets of application data, but then “stitches” a connection to a given server on the back-end using either layer 4 or layer 7 data, perhaps both. The connection is a single flow from end-to-end and must choose which characteristics of the connection to focus on – client or server – because it cannot simultaneously optimize for both. The second advantage of a full-proxy is its ability to perform more tasks on the data being exchanged over the connection as it is flowing through the component. Because specific action must be taken to “match up” the connection as its flowing through the full-proxy, the component can inspect, manipulate, and otherwise modify the data before sending it on its way on the server-side. This is what enables termination of SSL, enforcement of security policies, and performance-related services to be applied on a per-client, per-application basis. This capability translates to broader usage in data center architecture by enabling the implementation of an application delivery tier in which operational risk can be addressed through the enforcement of various policies. In effect, we’re created a full-proxy data center architecture in which the application delivery tier as a whole serves as the “full proxy” that mediates between the clients and the applications. THE FULL-PROXY DATA CENTER ARCHITECTURE A full-proxy data center architecture installs a digital "air gap” between the client and applications by serving as the aggregation (and conversely disaggregation) point for services. Because all communication is funneled through virtualized applications and services at the application delivery tier, it serves as a strategic point of control at which delivery policies addressing operational risk (performance, availability, security) can be enforced. A full-proxy data center architecture further has the advantage of isolating end-users from the volatility inherent in highly virtualized and dynamic environments such as cloud computing . It enables solutions such as those used to overcome limitations with virtualization technology, such as those encountered with pod-architectural constraints in VMware View deployments. Traditional access management technologies, for example, are tightly coupled to host names and IP addresses. In a highly virtualized or cloud computing environment, this constraint may spell disaster for either performance or ability to function, or both. By implementing access management in the application delivery tier – on a full-proxy device – volatility is managed through virtualization of the resources, allowing the application delivery controller to worry about details such as IP address and VLAN segments, freeing the access management solution to concern itself with determining whether this user on this device from that location is allowed to access a given resource. Basically, we’re taking the concept of a full-proxy and expanded it outward to the architecture. Inserting an “application delivery tier” allows for an agile, flexible architecture more supportive of the rapid changes today’s IT organizations must deal with. Such a tier also provides an effective means to combat modern attacks. Because of its ability to isolate applications, services, and even infrastructure resources, an application delivery tier improves an organizations’ capability to withstand the onslaught of a concerted DDoS attack. The magnitude of difference between the connection capacity of an application delivery controller and most infrastructure (and all servers) gives the entire architecture a higher resiliency in the face of overwhelming connections. This ensures better availability and, when coupled with virtual infrastructure that can scale on-demand when necessary, can also maintain performance levels required by business concerns. A full-proxy data center architecture is an invaluable asset to IT organizations in meeting the challenges of volatility both inside and outside the data center. Related blogs & articles: The Concise Guide to Proxies At the Intersection of Cloud and Control… Cloud Computing and the Truth About SLAs IT Services: Creating Commodities out of Complexity What is a Strategic Point of Control Anyway? The Battle of Economy of Scale versus Control and Flexibility F5 Friday: When Firewalls Fail… F5 Friday: Platform versus ProductBack to Basics: Health Monitors and Load Balancing
#webperf #ado Because every connection counts One of the truisms of architecting highly available systems is that you never, ever want to load balance a request to a system that is down. Therefore, some sort of health (status) monitoring is required. For applications, that means not just pinging the network interface or opening a TCP connection, it means querying the application and verifying that the response is valid. This, obviously, requires the application to respond. And respond often. Best practices suggest determining availability every 5 seconds or so. That means every X seconds the load balancing service is going to open up a connection to the application and make a request. Just like a user would do. That adds load to the application. It consumes network, transport, application and (possibly) database resources. Resources that cannot be used to service customers. While the impact on a single application may appear trivial, it's not. Remember, as load increases performance decreases. And no matter how trivial it may appear, health monitoring is adding load to what may be an already heavily loaded application. But Lori, you may be thinking, you expound on the importance of monitoring and visibility all the time! Are you saying we shouldn't be monitoring applications? Nope, not at all. Visibility is paramount, providing the actionable data necessary to enable highly dynamic, automated operations such as elasticity. Visibility through health-monitoring is a critical means of ensuring availability at both the local and global level. What we may need to do, however, is move from active to passive monitoring. PASSIVE MONITORING Passive monitoring, as the modifier suggests, is not an active process. The Load balancer does not open up connections nor query an application itself. Instead, it snoops on responses being returned to clients and from that infers the current status of the application. For example, if a request for content results in an HTTP error message, the load balancer can determine whether or not the application is available and capable of processing subsequent requests. If the load balancer is a BIG-IP, it can mark the service as "down" and invoke an active monitor to probe the application status as well as retrying the request to another available instance – insuring end-users do not see an error. Passive (inband) monitors are not binary. That is, they aren't simple "on" or "off" based on HTTP status codes. Such monitors can be configured to track the number of failures and evaluate failure rates against a configurable failure interval. When such thresholds are exceeded, the application can then be marked as "down". Passive monitors aren't restricted to availability status, either. They can also monitor for performance (response time). Failure to meet response time expectations results in a failure, and the application continues to be watched for subsequent failures. Passive monitors are, like most inline/inband technologies, transparent. They quietly monitor traffic and act upon that traffic without adding overhead to the process. Passive monitoring gives operations the visibility necessary to enable predictable performance and to meet or exceed user expectations with respect to uptime, without negatively impacting performance or capacity of the applications it is monitoring.What is server offload and why do I need it?
One of the tasks of an enterprise architect is to design a framework atop which developers can implement and deploy applications consistently and easily. The consistency is important for internal business continuity and reuse; common objects, operations, and processes can be reused across applications to make development and integration with other applications and systems easier. Architects also often decide where functionality resides and design the base application infrastructure framework. Application server, identity management, messaging, and integration are all often a part of such architecture designs. Rarely does the architect concern him/herself with the network infrastructure, as that is the purview of “that group”; the “you know who I’m talking about” group. And for the most part there’s no need for architects to concern themselves with network-oriented architecture. Applications should not need to know on which VLAN they will be deployed or what their default gateway might be. But what architects might need to know – and probably should know – is whether the network infrastructure supports “server offload” of some application functions or not, and how that can benefit their enterprise architecture and the applications which will be deployed atop it. WHAT IT IS Server offload is a generic term used by the networking industry to indicate some functionality designed to improve the performance or security of applications. We use the term “offload” because the functionality is “offloaded” from the server and moved to an application network infrastructure device instead. Server offload works because the application network infrastructure is almost always these days deployed in front of the web/application servers and is in fact acting as a broker (proxy) between the client and the server. Server offload is generally offered by load balancers and application delivery controllers. You can think of server offload like a relay race. The application network infrastructure device runs the first leg and then hands off the baton (the request) to the server. When the server is finished, the application network infrastructure device gets to run another leg, and then the race is done as the response is sent back to the client. There are basically two kinds of server offload functionality: Protocol processing offload Protocol processing offload includes functions like SSL termination and TCP optimizations. Rather than enable SSL communication on the web/application server, it can be “offloaded” to an application network infrastructure device and shared across all applications requiring secured communications. Offloading SSL to an application network infrastructure device improves application performance because the device is generally optimized to handle the complex calculations involved in encryption and decryption of secured data and web/application servers are not. TCP optimization is a little different. We say TCP session management is “offloaded” to the server but that’s really not what happens as obviously TCP connections are still opened, closed, and managed on the server as well. Offloading TCP session management means that the application network infrastructure is managing the connections between itself and the server in such a way as to reduce the total number of connections needed without impacting the capacity of the application. This is more commonly referred to as TCP multiplexing and it “offloads” the overhead of TCP connection management from the web/application server to the application network infrastructure device by effectively giving up control over those connections. By allowing an application network infrastructure device to decide how many connections to maintain and which ones to use to communicate with the server, it can manage thousands of client-side connections using merely hundreds of server-side connections. Reducing the overhead associated with opening and closing TCP sockets on the web/application server improves application performance and actually increases the user capacity of servers. TCP offload is beneficial to all TCP-based applications, but is particularly beneficial for Web 2.0 applications making use of AJAX and other near real-time technologies that maintain one or more connections to the server for its functionality. Protocol processing offload does not require any modifications to the applications. Application-oriented offload Application-oriented offload includes the ability to implement shared services on an application network infrastructure device. This is often accomplished via a network-side scripting capability, but some functionality has become so commonplace that it is now built into the core features available on application network infrastructure solutions. Application-oriented offload can include functions like cookie encryption/decryption, compression, caching, URI rewriting, HTTP redirection, DLP (Data Leak Prevention), selective data encryption, application security functionality, and data transformation. When network-side scripting is available, virtually any kind of pre or post-processing can be offloaded to the application network infrastructure and thereafter shared with all applications. Application-oriented offload works because the application network infrastructure solution is mediating between the client and the server and it has the ability to inspect and manipulate the application data. The benefits of application-oriented offload are that the services implemented can be shared across multiple applications and in many cases the functionality removes the need for the web/application server to handle a specific request. For example, HTTP redirection can be fully accomplished on the application network infrastructure device. HTTP redirection is often used as a means to handle application upgrades, commonly mistyped URIs, or as part of the application logic when certain conditions are met. Application security offload usually falls into this category because it is application – or at least application data – specific. Application security offload can include scanning URIs and data for malicious content, validating the existence of specific cookies/data required for the application, etc… This kind of offload improves server efficiency and performance but a bigger benefit is consistent, shared security across all applications for which the service is enabled. Some application-oriented offload can require modification to the application, so it is important to design such features into the application architecture before development and deployment. While it is certainly possible to add such functionality into the architecture after deployment, it is always easier to do so at the beginning. WHY YOU NEED IT Server offload is a way to increase the efficiency of servers and improve application performance and security. Server offload increases efficiency of servers by alleviating the need for the web/application server to consume resources performing tasks that can be performed more efficiently on an application network infrastructure solution. The two best examples of this are SSL encryption/decryption and compression. Both are CPU intense operations that can consume 20-40% of a web/application server’s resources. By offloading these functions to an application network infrastructure solution, servers “reclaim” those resources and can use them instead to execute application logic, serve more users, handle more requests, and do so faster. Server offload improves application performance by allowing the web/application server to concentrate on what it is designed to do: serve applications and putting the onus for performing ancillary functions on a platform that is more optimized to handle those functions. Server offload provides these benefits whether you have a traditional client-server architecture or have moved (or are moving) toward a virtualized infrastructure. Applications deployed on virtual servers still use TCP connections and SSL and run applications and therefore will benefit the same as those deployed on traditional servers. I am wondering why not all websites enabling this great feature GZIP? 3 Really good reasons you should use TCP multiplexing SOA & Web 2.0: The Connection Management Challenge Understanding network-side scripting I am in your HTTP headers, attacking your application Infrastructure 2.0: As a matter of fact that isn't what it meansF5 Friday: Load Balancing MySQL with F5 BIG-IP
Scaling MySQL just got a whole lot easier load balancing MySQL – any database, really – is not a trivial task. Generally speaking one does not simply round robin your way through a cluster of MySQL databases as a means to achieve scalability. It is databases, in fact, that have driven a wide variety of scalability patterns such as sharding and partitioning to achieve the ultimate goal of high-performance and scalability simultaneously. Unfortunately, most folks don’t architect their applications with scalability in mind. A single database is all that’s necessary at first, and because of the way in which the application interacts with the database, it doesn’t make sense to code in support for multiple database instances, such as is often implemented with a MySQL master-slave cluster. That’s because the application has to actually open a connection to the database in question. If you’re only starting with one database, you really can’t code in a connection to a separate instance. Eventually that application’s usage grows and the demands upon the database require a more scalable approach. Enter the MySQL master/slave relationship. A typical configuration is to maintain the master as the “write” database, i.e. all updates and/or inserts must use the master, while the slave instance is used as a “read only” instance. Obviously this means the application code must be changed to support this kind of functional sharding. Unless you leverage network server virtualization from a load balancing service capable of acting as a full-proxy at layer 7 (application) like BIG-IP. This solution leverages iRules to implement database load balancing. While this specific example is designed to perform the common functional sharding pattern of read-write separation for a master-slave MySQL cluster, the flexibility of iRules is such that other architectural solutions can easily be designed using the same basic functions. Location based sharding is another popular means of scaling databases, and using the GeoLocation capabilities of BIG-IP along with iRules to inspect and route database requests, it should be a fairly trivial architectural task to implement. The ability to further extend sharding or other distribution methodologies for scaling databases without modifying the application itself is a huge bonus for both developers and operations. By decoupling the application from the database, it provides a more flexibility set of scalability domains in which technology targeted scalability strategies can be leveraged independent of the other layers. This is an important facet of agile infrastructure architecture and should not be underestimated as a benefit of network server virtualization. MySQL Load Balancing Resources: MySQL Proxy iRule MySQL Proxy iApp (deployment package for BIG-IP v11) The Full-Proxy Data Center Architecture Infrastructure Scalability Pattern: Sharding Streams Infrastructure Scalability Pattern: Sharding Sessions Infrastructure Scalability Pattern: Partition by Function or Type IT as a Service: A Stateless Infrastructure Architecture Model F5 Friday: Platform versus Product At the Intersection of Cloud and Control… What is a Strategic Point of Control Anyway? All F5 Friday Posts on DevCentral Why Single-Stack Infrastructure SucksClient-side vs Server-side Load Balancing
Lei Zhu @ Digital Web Magazine has an interesting article on Client Side Load Balancing for Web 2.0 Applications. It is interesting in that it presents an alternative mechanism for implementing high-availability without the use of an intermediate load balancing solution. His solution relies solely on the client and takes advantage of the dynamic nature of Web 2.0. The problem with Lei's article is that there are a few assumptions made that are simply inaccurate. Leicontends that the negatives to using an intermediate load balancing solution are: There is a limit to the number of requests the load balancer itself can handle. However, this problem can be resolved with the combination of round-robin DNS and dedicated load balancers. The upper bounds of a hardware load balancing solution are typically higher than any given server can handle. We are talking about hundreds of thousands of requests per second. Round-robin DNS, whilean industry standard, isone of the most rudimentary implementations of "load balancing" that exists. Load balancers, a.k.a. application delivery controllers, today are capable of making routing decisions based on much more intelligent factors than a simple list of servers. There is no server that can handle more requests than a load balancing solution today. Even SMB load balancers can process requests faster than any server and maintain a session table muchlarger than existing web and application servers. There is an extra cost related to operating a dedicated load balancer, which can run into tens of thousands of dollars. The backup load balancer generally does nothing other than wait for the primary to fail. It is absolutely true that an intermediate load balancer is going to require an investment. That the backup "does nothing" is entirely dependent upon the implementation. Load balancers today are capable of both active-standby (this is Lei's assumption here) as well as active-active configurations. In an active-active configuration both load balancers are working all the time. It is completely up to the implementor to determine which configuration should be used. Lei also claims: It is easier to make the client code and resources highly available and scalable than to do so for the servers—serving non-dynamic content requires fewer server resources. There are two statements here, one regarding the ease with which you can deploy a highly available site and that serving non-dynamic content requires fewer server resources. The latter is absolutely correct, it does indeed take less resources on the server to serve non-dynamic content. The former assertion, however, is not entirely true. Lei's article describes a methodology that requires modifications to not only the application (the client code) but also to the infrastructure (additional servers and entries in DNS to accomodate the new servers). A good application delivery controller will not require changes to the application and will be less disruptive to the infrastructure because it effectively intercepts requests for the domain and handles them without changes to the server-side of the equation. For example, if your domain is www.example.comand you implement a load balancing solution, the load balancer becomes www.example.com. Servers can be added to the pool (a.k.a. cluster, farm) of servers and it will then distribute requests amongst those servers without any further changes to the client or the servers. A good application delivery controller can distribute requests based on more than DNS round-robin algorithms, and can base its decisions in real time on the health and status of any given server. This is one the problems with Lei's arguments - he bases his decision upon a single, outdated mechanism for load balancing and uses that as the basis for recommending a client-side solution. And as far as scalability - let's look at that for a moment. In the intermediate load balancer scenario if we need more resources we (1) add another server,and (2) add it to the pool on the load balancer.In Lei's scenario we (1) add another server, (2) reconfigure the client-application, and (3) add another entry to DNS. Lei's solution is much more invasive and disruptive to every piece of the equation than the intermediate load balancing solution scenario, and Lei's solution is not guaranteed to work as he cannot ensure that the client browser's caching scheme will definitively update and include the new server. And lest we forget, Lei does not discuss the problem of persistence inherent in his client-side solution. A purely round-robin based solution that ignores client-session is limited in use and value. The solution must take into consideration the possibility that a client needs to be tied to a particular server for the duration of a session. This is particularly true of e-commerce sites. A client-side solution that does not take this into consideration (and Lei's solution does not) will not be useful in many situations. A good application delivery controller by default is capable of handling persistence and "stickiness" to a server - and again does so without requiring modification to the client or server side code. Lei's client-side load balancing solution is novel, and while it certainly might be interesting for individual developers whose livelihoods do not rely on the availability of their site this solution is not something that should be recommended lightly and without a great deal of forethought. The assumptions upon which his article is based are, with the exception the additional cost of a load balancing solution, outdated and inaccurate. Client-side load balancing requires more maintenance, more initial work to deploy, and introduces security risks by "opening the organization's kimono" and showing clients what lies beneath, namely the infrastructure architecture. Imbibing: Coffee Technorati tags: MacVittie, F5, load balancing, application delivery, scalability, high availability, Web 2.0The Challenges of SQL Load Balancing
#infosec #iam load balancing databases is fraught with many operational and business challenges. While cloud computing has brought to the forefront of our attention the ability to scale through duplication, i.e. horizontal scaling or “scale out” strategies, this strategy tends to run into challenges the deeper into the application architecture you go. Working well at the web and application tiers, a duplicative strategy tends to fall on its face when applied to the database tier. Concerns over consistency abound, with many simply choosing to throw out the concept of consistency and adopting instead an “eventually consistent” stance in which it is assumed that data in a distributed database system will eventually become consistent and cause minimal disruption to application and business processes. Some argue that eventual consistency is not “good enough” and cite additional concerns with respect to the failure of such strategies to adequately address failures. Thus there are a number of vendors, open source groups, and pundits who spend time attempting to address both components. The result is database load balancing solutions. For the most part such solutions are effective. They leverage master-slave deployments – typically used to address failure and which can automatically replicate data between instances (with varying levels of success when distributed across the Internet) – and attempt to intelligently distribute SQL-bound queries across two or more database systems. The most successful of these architectures is the read-write separation strategy, in which all SQL transactions deemed “read-only” are routed to one database while all “write” focused transactions are distributed to another. Such foundational separation allows for higher-layer architectures to be implemented, such as geographic based read distribution, in which read-only transactions are further distributed by geographically dispersed database instances, all of which act ultimately as “slaves” to the single, master database which processes all write-focused transactions. This results in an eventually consistent architecture, but one which manages to mitigate the disruptive aspects of eventually consistent architectures by ensuring the most important transactions – write operations – are, in fact, consistent. Even so, there are issues, particularly with respect to security. MEDIATION inside the APPLICATION TIERS Generally speaking mediating solutions are a good thing – when they’re external to the application infrastructure itself, i.e. the traditional three tiers of an application. The problem with mediation inside the application tiers, particularly at the data layer, is the same for infrastructure as it is for software solutions: credential management. See, databases maintain their own set of users, roles, and permissions. Even as applications have been able to move toward a more shared set of identity stores, databases have not. This is in part due to the nature of data security and the need for granular permission structures down to the cell, in some cases, and including transactional security that allows some to update, delete, or insert while others may be granted a different subset of permissions. But more difficult to overcome is the tight-coupling of identity to connection for databases. With web protocols like HTTP, identity is carried along at the protocol level. This means it can be transient across connections because it is often stuffed into an HTTP header via a cookie or stored server-side in a session – again, not tied to connection but to identifying information. At the database layer, identity is tightly-coupled to the connection. The connection itself carries along the credentials with which it was opened. This gives rise to problems for mediating solutions. Not just load balancers but software solutions such as ESB (enterprise service bus) and EII (enterprise information integration) styled solutions. Any device or software which attempts to aggregate database access for any purpose eventually runs into the same problem: credential management. This is particularly challenging for load balancing when applied to databases. LOAD BALANCING SQL To understand the challenges with load balancing SQL you need to remember that there are essentially two models of load balancing: transport and application layer. At the transport layer, i.e. TCP, connections are only temporarily managed by the load balancing device. The initial connection is “caught” by the Load balancer and a decision is made based on transport layer variables where it should be directed. Thereafter, for the most part, there is no interaction at the load balancer with the connection, other than to forward it on to the previously selected node. At the application layer the load balancing device terminates the connection and interacts with every exchange. This affords the load balancing device the opportunity to inspect the actual data or application layer protocol metadata in order to determine where the request should be sent. Load balancing SQL at the transport layer is less problematic than at the application layer, yet it is at the application layer that the most value is derived from database load balancing implementations. That’s because it is at the application layer where distribution based on “read” or “write” operations can be made. But to accomplish this requires that the SQL be inline, that is that the SQL being executed is actually included in the code and then executed via a connection to the database. If your application uses stored procedures, then this method will not work for you. It is important to note that many packaged enterprise applications rely upon stored procedures, and are thus not able to leverage load balancing as a scaling option. Depending on your app or how your organization has agreed to protect your data will determine which of these methods are used to access your databases. The use of inline SQL affords the developer greater freedom at the cost of security, increased programming(to prevent the inherent security risks), difficulty in optimizing data and indices to adapt to changes in volume of data, and deployment burdens. However there is lively debate on the values of both access methods and how to overcome the inherent risks. The OWASP group has identified the injection attacks as the easiest exploitation with the most damaging impact. This also requires that the load balancing service parse MySQL or T-SQL (the Microsoft Transact Structured Query Language). Databases, of course, are designed to parse these string-based commands and are optimized to do so. Load balancing services are generally not designed to parse these languages and depending on the implementation of their underlying parsing capabilities, may actually incur significant performance penalties to do so. Regardless of those issues, still there are an increasing number of organizations who view SQL load balancing as a means to achieve a more scalable data tier. Which brings us back to the challenge of managing credentials. MANAGING CREDENTIALS Many solutions attempt to address the issue of credential management by simply duplicating credentials locally; that is, they create a local identity store that can be used to authenticate requests against the database. Ostensibly the credentials match those in the database (or identity store used by the database such as can be configured for MSSQL) and are kept in sync. This obviously poses an operational challenge similar to that of any distributed system: synchronization and replication. Such processes are not easily (if at all) automated, and rarely is the same level of security and permissions available on the local identity store as are available in the database. What you generally end up with is a very loose “allow/deny” set of permissions on the load balancing device that actually open the door for exploitation as well as caching of credentials that can lead to unauthorized access to the data source. This also leads to potential security risks from attempting to apply some of the same optimization techniques to SQL connections as is offered by application delivery solutions for TCP connections. For example, TCP multiplexing (sharing connections) is a common means of reusing web and application server connections to reduce latency (by eliminating the overhead associated with opening and closing TCP connections). Similar techniques at the database layer have been used by application servers for many years; connection pooling is not uncommon and is essentially duplicated at the application delivery tier through features like SQL multiplexing. Both connection pooling and SQL multiplexing incur security risks, as shared connections require shared credentials. So either every access to the database uses the same credentials (a significant negative when considering the loss of an audit trail) or we return to managing duplicate sets of credentials – one set at the application delivery tier and another at the database, which as noted earlier incurs additional management and security risks. YOU CAN’T WIN FOR LOSING Ultimately the decision to load balance SQL must be a combination of business and operational requirements. Many organizations successfully leverage load balancing of SQL as a means to achieve very high scale. Generally speaking the resulting solutions – such as those often touted by e-Bay - are based on sound architectural principles such as sharding and are designed as a strategic solution, not a tactical response to operational failures and they rarely involve inspection of inline SQL commands. Rather they are based on the ability to discern which database should be accessed given the function being invoked or type of data being accessed and then use a traditional database connection to connect to the appropriate database. This does not preclude the use of application delivery solutions as part of such an architecture, but rather indicates a need to collaborate across the various application delivery and infrastructure tiers to determine a strategy most likely to maintain high-availability, scalability, and security across the entire architecture. Load balancing SQL can be an effective means of addressing database scalability, but it should be approached with an eye toward its potential impact on security and operational management. What are the pros and cons to keeping SQL in Stored Procs versus Code Mission Impossible: Stateful Cloud Failover Infrastructure Scalability Pattern: Sharding Streams The Real News is Not that Facebook Serves Up 1 Trillion Pages a Month… SQL injection – past, present and future True DDoS Stories: SSL Connection Flood Why Layer 7 Load Balancing Doesn’t Suck Web App Performance: Think 1990s.Load Balancing Fu: Beware the Algorithm and Sticky Sessions
The choice of load balancing algorithms can directly impact – for good or ill – the performance, behavior and capacity of applications. Beware making incompatible choices in architecture and algorithms. One of the most persistent issues encountered when deploying applications in scalable architectures involves sessions and the need for persistence-based (a.k.a. sticky) load balancing services to maintain state for the duration of an end-user’s session. It is common enough that even the rudimentary load balancing services offered by cloud computing providers such as Amazon include the option to enable persistence-based load balancing. While the use of persistence addresses the problem of maintaining session state, it introduces other operational issues that must also be addressed to ensure consistent operational behavior of load balancing services. In particular, the use of the Round Robin load balancing algorithm in conjunction with persistence-based load balancing should be discouraged if not outright disallowed. ROUND ROBIN + PERSISTENCE –> POTENTIALLY UNEQUAL DISTRIBUTION of LOAD When scaling applications there are two primary concerns: concurrent user capacity and performance. These two concerns are interrelated in that as capacity is consumed, performance degrades. This is particularly true of applications storing state as each request requires that the application server perform a lookup to retrieve the user session. The more sessions stored, the longer it takes to find and retrieve the session. The exactly efficiency of such lookups is determined by the underlying storage data structure and algorithm used to search the structure for the appropriate session. If you remember your undergraduate classes in data structures and computing Big (O) you’ll remember that some structures scale more efficiently in terms of performance than do others. The general rule of thumb, however, is that the more data stored, the longer the lookup. Only the amount of degradation is variable based on the efficiency of the algorithms used. Therefore, the more sessions in use on an application server instance, the poorer the performance. This is one of the reasons you want to choose a load balancing algorithm that evenly distributes load across all instances and ultimately why lots of little web servers scaled out offer better performance than a few, scaled up web servers. Now, when you apply persistence to the load balancing equation it essentially interrupts the normal operation of the algorithm, ignoring it. That’s the way it’s supposed to work: the algorithm essentially applies only to requests until a server-side session (state) is established and thereafter (when the session has been created) you want the end-user to interact with the same server to ensure consistent and expected application behavior. For example, consider this solution note for BIG-IP. Note that this is true of all load balancing services: A persistence profile allows a returning client to connect directly to the server to which it last connected. In some cases, assigning a persistence profile to a virtual server can create the appearance that the BIG-IP system is incorrectly distributing more requests to a particular server. However, when you enable a persistence profile for a virtual server, a returning client is allowed to bypass the load balancing method and connect directly to the pool member. As a result, the traffic load across pool members may be uneven, especially if the persistence profile is configured with a high timeout value. -- Causes of Uneven Traffic Distribution Across BIG-IP Pool Members So far so good. The problem with round robin- – and reason I’m picking on Round Robin specifically - is that round robin is pretty, well, dumb in its decision making. It doesn’t factor anything into its decision regarding which instance gets the next request. It’s as simple as “next in line", period. Depending on the number of users and at what point a session is created, this can lead to scenarios in which the majority of sessions are created on just a few instances. The result is a couple of overwhelmed instances (with performance degradations commensurate with the reduction in available resources) and a bunch of barely touched instances. The smaller the pool of instances, the more likely it is that a small number of servers will be disproportionately burdened. Again, lots of little (virtual) web servers scales out more evenly and efficiently than a few big (virtual) web servers. Assuming a pool of similarly-capable instances (RAM and CPU about equal on all) there are other load balancing algorithms that should be considered more appropriate for use in conjunction with persistence-based load balancing configurations. Least connections should provide better distribution, although the assumption that an active connection is equivalent to the number of sessions currently in memory on the application server could prove to be incorrect at some point, leading to the same situation as would be the case with the choice of round robin. It is still a better option, but not an infallible one. Fastest response time is likely a better indicator of capacity as we know that responses times increase along with resource consumption, thus a faster responding instance is likely (but not guaranteed) to have more capacity available. Again, this algorithm in conjunction with persistence is not a panacea. Better options for a load balancing algorithm include those that are application aware; that is, algorithms that can factor into the decision making process the current load on the application instance and thus direct requests toward less burdened instances, resulting in a more even distribution of load across available instances. NON-ALGORITHMIC SOLUTIONS There are also non-algorithmic, i.e. architectural, solutions that can address this issue. DIVIDE and CONQUER In cloud computing environments, where it is less likely to find available algorithms other than industry standard (none of which are application-aware), it may be necessary to approach the problem with a divide and conquer strategy, i.e. lots of little servers. Rather than choosing one or two “large” instances, choose to scale out with four or five “small” instances, thus providing a better (but not guaranteed) statistical chance of load being distributed more evenly across instances. FLANKING STRATEGY If the option is available, an architectural “flanking” strategy that leverages layer 7 load balancing, a.k.a. content/application switching, will also provide better consumptive rates as well as more consistent performance. An architectural strategy of this sort is in line with sharding practices at the data layer in that it separates out by some attribute different kinds of content and serves that content from separate pools. Thus, image or other static content may come from one pool of resources while session-oriented, process intensive dynamic content may come from another pool. This allows different strategies – and algorithms – to be used simultaneously without sacrificing the notion of a single point of entry through which all users interact on the client-side. Regardless of how you choose to address the potential impact on capacity, it is important to recognize the intimate relationship between infrastructure services and applications. A more integrated architectural approach to application delivery can result in a much more efficient and better performing application. Understanding the relationship between delivery services and application performance and capacity can also help improve on operational costs, especially in cloud computing environments that constrain the choices of load balancing algorithms. As always, test early and test often and test under high load if you want to be assured that the load balancing algorithm is suitable to meet your operational and business requirements. WILS: Why Does Load Balancing Improve Application Performance? Load Balancing in a Cloud Infrastructure Scalability Pattern: Sharding Sessions Infrastructure Scalability Pattern: Partition by Function or Type It’s 2am: Do You Know What Algorithm Your Load Balancer is Using? Lots of Little Virtual Web Applications Scale Out Better than Scaling Up Sessions, Sessions Everywhere Choosing a Load Balancing Algorithm Requires DevOps Fu Amazon Makes the Cloud Sticky To Boldly Go Where No Production Application Has Gone Before Cloud Testing: The Next GenerationSessions and Cookies and Persistence, oh my!
At some point (you hope!) it becomes necessary to implement load-balancing for your applications. So you went out and got one, either from a hardware vendor or maybe downloaded a solution, and put it into place. Now you're ready to go, right? Maybe not just yet. Do your applications require persistence? Yes? You did remember to validate that your solution is capable of performing persistence-based load-balancing, didn't you? If you're shaking your head wondering why this application thing is important to load balancing, read on. Persistence is one of the best examples of why it's so very important to understand how the applications you will be load-balancing work, because if an application needs persistence, you may break it without a persistent capable load-balancing solution. The Relationship between Sessions and Cookies Sessions are not cookies, but they can (and do) work together to create the illusion of persistence in an otherwise stateless protocol. Sometimes persistence is referred to as "stickiness", or "sticky connections." That's because what persistence does is ensure that a client connects to the "real" server on which his/her current session is active. When a user connects the first time to a site, a session is created on the server to which the user was directed. If the site is load balanced and the user is directed to a second server on the next request, a new session is created. Obviously this is not an optimal situation. What we need is some mechanism to ensure that a user is reconnected to the same server for the duration of a session. Persistence is the process of ensuring that a user is connected to the same server every time they make a request within the boundaries of a single session. Even though users could be persisted based on their IP address, this is rarely done due to the sharing of IP addresses. Persistence is most often implemented using a cookie containing the server session id because it is the most accurate method of determining where a user's session is currently stored. If you're a web developer or administrator, you might think "that sounds a lot like server affinity". You'd be right, of course, server affinity and persistence are two different terms that mean the same thing. Sessions are stored on the server, and are not reliant on cookies being enable in the client's browser. Sessions are where web developers store bits of application relevant data that they may wish to use across requests. Shopping carts are the most ubiquitous example of session data, but there are other uses for it, especially in complex web applications like CRM (customer relationship management) or SFA (sales force automation) applications. Cookies store bits of data on the client (the browser) and are passed to the server via the HTTP header Cookie. Without persistence, users would be unknowingly creating sessions willy-nilly across multiple web servers in a load-balanced environment. That's a waste of resources, as sessions will remain in memory on the web server until they time out according to the web server's configuration. Additionally, a lack of persistence breaks web applications, because the data stored in the session on previous requests is no longer accessible on Server 2 because it's still sitting over on Server 1. This is why it's so important that a load-balancing or application delivery solution is capable of handling persistence-based load distribution. If your load-balancing solution works based on an industry standard algorithm like round-robin, least-connections, or a weighted version of either, then you're likely to break those applications which require persistence because the load balancing algorithms aren't taking session persistence needs into consideration. Persisting Connections The most common data used to persist connections is SSL session id. SSL connections without persistence is like crust without the bread. Yeah, it's that bad. Basically, load balancing SSL without persistence doesn't work. The second most common data used to persist connections is application or server session id, like JSESSIONID or PHPSESSIONID. These IDs are automatically generated by applications and web servers, and are generally passed to the client as a cookie on the first response, and then used by the load balancer to determine to which server it should direct subsequent requests. An example of HTTP headers storing a JSESSIONID in a cookie: Cookie: JSESSIONID=9597856473431 Cache-Control: no-cache Host: 127.0.0.2:8080 Connection: Keep-Alive Your chosen load-balancing or application delivery solution needs to be able to take application session data into consideration when making routing decisions. It must be able to look at HTTP headers and extract the data the web application stored to determine which server it should direct the request to, or you risk breaking your web applications and wasting resources on your servers. Imbibing: Coffee ADDITIONAL RESOURCES Colin has a great entry in his 20LOL series that implements JSessionID based persistence. The iRule should be easily modified to support other types of application ID based persistence, as long as the value is stored in the HTTP Headers somewhere. And Joe has a short article on enabling session persistence on BIG-IP. Wikipedia has a great discussion on Web server session management here.Load Balancing versus Application Routing
As the lines between DevOps and NetOps continue to blur thanks to the highly distributed models of modern application architectures, there rises a need to understand the difference between load balancing and application routing. These are not the same thing, even though they might be provided by the same service. Load balancing is designed to provide availability through horizontal scale. To scale an application, a load balancer distributes requests across a pool (farm, cluster, whatevs) of duplicated applications (or services). The decision on which pool member gets to respond to a request is based on an algorithm. That algorithm can be quite apathetic as to whether or the chosen pool member is capable of responding or it can be “smart” about its decision, factoring in response times, current load, and even weighting decisions based on all of the above. This is the most basic load balancing pattern in existence. It’s been the foundation for availability (scale and failover) since 1996. Load balancing of this kind is what we often (fondly) refer to as “dumb”. That’s because it’s almost always based on TCP (layer 4 of the OSI stack). Like honey badger, it don’t care about the application (or its protocols) at all. All it worries about is receiving a TCP connection request and matching it up with one of the members in the appropriate pool. It’s not necessarily efficient, but gosh darn it, it works and it works well. Systems have progressed to the point that purpose-built software designed to do nothing but load balancing can manage millions of connections simultaneously. It’s really quite amazing if you’re at all aware that back in the early 2000s most systems could only handle on the order of thousands of simultaneous requests. Now, application routing is something altogether different. First, it requires the system to care about the application and its protocols. That’s because in order to route an application request, the target must first be identified. This identification can be as simple as “what’s the host name” to something as complicated as “what’s the value of an element hidden somewhere in the payload in the form of a JSON key:value pair or XML element.” In between lies the most common application identifier – the URI. Application “routes” can be deduced from the URI by examining its path and extracting certain pieces. This is akin to routing in Express (one of the more popular node.js API frameworks). A URI path in the form of: /user/profile/xxxxx – where xxxxx is an actual user name or account number – can be split apart and used to “route” the request to a specific pool for load balancing or to a designated member (application/service instance). This happens at the “virtual server” construct of the load balancer using some sort of policy or code. Application routing occurs before the load balancing decision. In effect, application routing enables a single load balancer to distribute requests intelligently across multiple applications or services. If you consider modern microservices-based applications combined with APIs (URIs representing specific requests) you can see how this type of functionality becomes useful. An API can be represented as a single domain (api.example.com) to the client, but behind the scenes it is actually comprised of multiple applications or services that are scaled individually using a combination of application routing and load balancing. One of the reasons (aside from my pedantic nature) to understand the difference between application routing and load balancing is that the two are not interchangeable. Routing makes a decision on where to forward something – a packet, an application request, an approval in your business workflow. Load balancing distributes something (packets, requests, approval) across a set of resources designed to process that something. You really can’t (shouldn’t) substitute one for the other. But what it also means is that you have freedom to mix and match how these two interact with one another. You can, for example, use plain old load balancing (POLB) for ingress load balancing and then use application routing (layer 7) to distribute requests (inside a container cluster, perhaps). You can also switch that around and use application routing for ingress traffic, distributing it via POLB inside the application architecture. Load balancing and application routing can be layered, as well, to achieve specific goals with respect to availability and scale. I prefer to use application routing at the ingress because it enables greater variety and granularity in implementing both operational and application architectures more supportive of modern deployment patterns. The decision on where to use POLB vs application routing is largely based on application architecture and requirements. Scale can be achieved with both, though with differing levels of efficacy. That discussion is beyond the scope of today’s post, but there are trade-offs. It cannot be said often enough that the key to scaling applications today is about architectures, not algorithms. Understanding the differences of application routing and load balancing should provide a solid basis for designing highly scalable architectures.
