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authorPierre Schmitz <pierre@archlinux.de>2013-08-12 09:28:15 +0200
committerPierre Schmitz <pierre@archlinux.de>2013-08-12 09:28:15 +0200
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+/*!
+\ingroup FileBackend
+\page file_backend_design File backend design
+
+Some notes on the FileBackend architecture.
+
+\section intro Introduction
+
+To abstract away the differences among different types of storage media,
+MediaWiki is providing an interface known as FileBackend. Any MediaWiki
+interaction with stored files should thus use a FileBackend object.
+
+Different types of backing storage media are supported (ranging from local
+file system to distributed object stores). The types include:
+
+* FSFileBackend (used for mounted file systems)
+* SwiftFileBackend (used for Swift or Ceph Rados+RGW object stores)
+* FileBackendMultiWrite (useful for transitioning from one backend to another)
+
+Configuration documentation for each type of backend is to be found in their
+__construct() inline documentation.
+
+
+\section setup Setup
+
+File backends are registered in LocalSettings.php via the global variable
+$wgFileBackends. To access one of those defined backends, one would use
+FileBackendStore::get( <name> ) which will bring back a FileBackend object
+handle. Such handles are reused for any subsequent get() call (via singleton).
+The FileBackends objects are caching request calls such as file stats,
+SHA1 requests or TCP connection handles.
+
+\par Note:
+Some backends may require additional PHP extensions to be enabled or can rely on a
+MediaWiki extension. This is often the case when a FileBackend subclass makes use of an
+upstream client API for communicating with the backing store.
+
+
+\section fileoperations File operations
+
+The MediaWiki FileBackend API supports various operations on either files or
+directories. See FileBackend.php for full documentation for each function.
+
+
+\subsection reading Reading
+
+The following basic operations are supported for reading from a backend:
+
+On files:
+* state a file for basic information (timestamp, size)
+* read a file into a string or several files into a map of path names to strings
+* download a file or set of files to a temporary file (on a mounted file system)
+* get the SHA1 hash of a file
+* get various properties of a file (stat information, content time, mime information, ...)
+
+On directories:
+* get a list of files directly under a directory
+* get a recursive list of files under a directory
+* get a list of directories directly under a directory
+* get a recursive list of directories under a directory
+
+\par Note:
+Backend handles should return directory listings as iterators, all though in some cases
+they may just be simple arrays (which can still be iterated over). Iterators allow for
+callers to traverse a large number of file listings without consuming excessive RAM in
+the process. Either the memory consumed is flatly bounded (if the iterator does paging)
+or it is proportional to the depth of the portion of the directory tree being traversed
+(if the iterator works via recursion).
+
+
+\subsection writing Writing
+
+The following basic operations are supported for writing or changing in the backend:
+
+On files:
+* store (copying a mounted file system file into storage)
+* create (creating a file within storage from a string)
+* copy (within storage)
+* move (within storage)
+* delete (within storage)
+* lock/unlock (lock or unlock a file in storage)
+
+The following operations are supported for writing directories in the backend:
+* prepare (create parent container and directories for a path)
+* secure (try to lock-down access to a container)
+* publish (try to reverse the effects of secure)
+* clean (remove empty containers or directories)
+
+
+\subsection invokingoperation Invoking an operation
+
+Generally, callers should use doOperations() or doQuickOperations() when doing
+batches of changes, rather than making a suite of single operation calls. This
+makes the system tolerate high latency much better by pipelining operations
+when possible.
+
+doOperations() should be used for working on important original data, i.e. when
+consistency is important. The former will only pipeline operations that do not
+depend on each other. It is best if the operations that do not depend on each
+other occur in consecutive groups. This function can also log file changes to
+a journal (see FileJournal), which can be used to sync two backend instances.
+One might use this function for user uploads of file for example.
+
+doQuickOperations() is more geared toward ephemeral items that can be easily
+regenerated from original data. It will always pipeline without checking for
+dependencies within the operation batch. One might use this function for
+creating and purging generated thumbnails of original files for example.
+
+
+\section consistency Consistency
+
+Not all backing stores are sequentially consistent by default. Various FileBackend
+functions offer a "latest" option that can be passed in to assure (or try to assure)
+that the latest version of the file is read. Some backing stores are consistent by
+default, but callers should always assume that without this option, stale data may
+be read. This is actually true for stores that have eventual consistency.
+
+Note that file listing functions have no "latest" flag, and thus some systems may
+return stale data. Thus callers should avoid assuming that listings contain changes
+made my the current client or any other client from a very short time ago. For example,
+creating a file under a directory and then immediately doing a file listing operation
+on that directory may result in a listing that does not include that file.
+
+
+\section locking Locking
+
+Locking is effective if and only if a proper lock manager is registered and is
+actually being used by the backend. Lock managers can be registered in LocalSettings.php
+using the $wgLockManagers global configuration variable.
+
+For object stores, locking is not generally useful for avoiding partially
+written or read objects, since most stores use Multi Version Concurrency
+Control (MVCC) to avoid this. However, locking can be important when:
+* One or more operations must be done without objects changing in the meantime.
+* It can also be useful when a file read is used to determine a file write or DB change.
+ For example, doOperations() first checks that there will be no "file already exists"
+ or "file does not exist" type errors before attempting an operation batch. This works
+ by stating the files first, and is only safe if the files are locked in the meantime.
+
+When locking, callers should use the latest available file data for reads.
+Also, one should always lock the file *before* reading it, not after. If stale data is
+used to determine a write, there will be some data corruption, even when reads of the
+original file finally start returning the updated data without needing the "latest"
+option (eventual consistency). The "scoped" lock functions are preferable since
+there is not the problem of forgetting to unlock due to early returns or exceptions.
+
+Since acquiring locks can fail, and lock managers can be non-blocking, callers should:
+* Acquire all required locks up font
+* Be prepared for the case where locks fail to be acquired
+* Possible retry acquiring certain locks
+
+MVCC is also a useful pattern to use on top of the backend interface, because operations
+are not atomic, even with doOperations(), so doing complex batch file changes or changing
+files and updating a database row can result in partially written "transactions". Thus one
+should avoid changing files once they have been stored, except perhaps with ephemeral data
+that are tolerant of some degree of inconsistency.
+
+Callers can use their own locking (e.g. SELECT FOR UPDATE) if it is more convenient, but
+note that all callers that change any of the files should then go through functions that
+acquire these locks. For example, if a caller just directly uses the file backend store()
+function, it will ignore any custom "FOR UPDATE" locks, which can cause problems.
+
+\section objectstore Object stores
+
+Support for object stores (like Amazon S3/Swift) drive much of the API and design
+decisions of FileBackend, but using any POSIX compliant file systems works fine.
+The system essentially stores "files" in "containers". For a mounted file system
+as a backing store, "files" will just be files under directories. For an object store
+as a backing store, the "files" will be objects stored in actual containers.
+
+
+\section file_obj_diffs File system and Object store differences
+
+An advantage of object stores is the reduced Round-Trip Times. This is
+achieved by avoiding the need to create each parent directory before placing a
+file somewhere. It gets worse the deeper the directory hierarchy is. Another
+advantage of object stores is that object listings tend to use databases, which
+scale better than the linked list directories that file sytems sometimes use.
+File systems like btrfs and xfs use tree structures, which scale better.
+For both object stores and file systems, using "/" in filenames will allow for the
+intuitive use of directory functions. For example, creating a file in Swift
+called "container/a/b/file1" will mean that:
+- a "directory listing" of "container/a" will contain "b",
+- and a "file listing" of "b" will contain "file1"
+
+This means that switching from an object store to a file system and vise versa
+using the FileBackend interface will generally be harmless. However, one must be
+aware of some important differences:
+
+* In a file system, you cannot have a file and a directory within the same path
+ whereas it is possible in an object stores. Calling code should avoid any layouts
+ which allow files and directories at the same path.
+* Some file systems have file name length restrictions or overall path length
+ restrictions that others do not. The same goes with object stores which might
+ have a maximum object length or a limitation regarding the number of files
+ under a container or volume.
+* Latency varies among systems, certain access patterns may not be tolerable for
+ certain backends but may hold up for others. Some backend subclasses use
+ MediaWiki's object caching for serving stat requests, which can greatly
+ reduce latency. Making sure that the backend has pipelining (see the
+ "parallelize" and "concurrency" settings) enabled can also mask latency in
+ batch operation scenarios.
+* File systems may implement directories as linked-lists or other structures
+ with poor scalability, so calling code should use layouts that shard the data.
+ Instead of storing files like "container/file.txt", one can store files like
+ "container/<x>/<y>/file.txt". It is best if "sharding" optional or configurable.
+
+*/