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[CLOUD-2262][EAP7-1192] txn propagation over ejb remoting on OpenShift
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= Transactions propagation and recovery over EJB remoting on OpenShift
:author: Ondrej Chaloupka
:email: [email protected]
:toc: left
:icons: font
:idprefix:
:idseparator: -
:keywords: openshift,transactions,EJB,remoting,recovery

== Overview

The OpenShift JBoss EAP images
https://access.redhat.com/documentation/en-us/red_hat_jboss_enterprise_application_platform/7.2/html/getting_started_with_jboss_eap_for_openshift_container_platform/reference_information#unsupported_transaction_recovery[do not support transaction handling]
with subordinate transactions. That means it does not support the case
when JBoss EAP instance calls other JBoss EAP instance over EJB remote call
while transaction context is passed along such call. Currently, in such
scenario, the transaction outcome is arbitrary.

=== The problem outline - bare metal example

Let's step back to define the example scenario. We have two bare-metal installations
of JBoss EAP instances. The first JBoss EAP (naming it as `A`) calls the second one
(naming it as `B`) with EJB remote call. Let's depict it as `A -> B`.

In such case, there is a call from one host with an IP address to another host.
The server `A` starts a transaction (we say top-level transaction is started)
and make the EJB call to `B`. Along with this call, the transaction context is passed.
Passing context means there is a transaction id passed along the EJB remote call.
The receiving side (server `B`) obtains the transaction id and it starts
a child transaction on its side (we call it subordinate transaction).
This subordinate transaction have set up the parent transaction being that top-level
one started at server `A`. The subordinate transaction cannot decide independently
about the transaction outcome. The subordinate transaction is driven by the top-level.

. a client calls EJB at server `A`
. top-level transaction of id `top-level-A` is started
. server `A` calls server `B` with EJB call
. transaction context with id `top-level-A` is propagated to server `B`
. server `B` starts subordinate transaction id `subordinate-B` with parent transaction of id `top-level-A`
. server `B` does some business logic, ends the work and return the call back to `B`
. server `B` waits for being called from server `A`
. server `A` finishes business logic, ends the work and start with finishing the transaction `top-level-A`
** finishing the transaction means starting https://developer.jboss.org/wiki/TwoPhaseCommit2PC[two phase commit]
. server `A` calls prepare on all resources it works with, one of them is the remote call to B with the transaction `subordinate-B`
. server `A` makes the remote `prepare` call to server `B`
. server `B` prepares all the resources it had worked with,
the `subordinate-B` is marked as prepared and the server returns back to `A`
. server `A` declares the `top-level-A` to be prepared
. server `A` makes the remote `commit` call to server `B`
. server `B` commits all resources it had worked with,
the `subordinate-B` is marked as committed and returns back to `A`
. server `A` declares the `top-level-A` to be committed

What happens when a crash of some server happens during the transaction processing?
There is a process called recovery manager which periodically tries to finish
transactions in error state.

Let' say the server `A` had crashed somewhere during the work on finishing the transaction.
Then the `subordinate-B` transaction is sitting idle waiting for being instructed
from server `A`. When server `A` is restarted it loads information about
unfinished transactions. The recovery manager at server `A` makes the remote
call to server `B` to finish transaction `subordinate-B`.

If there is the server `B` which crashes then server `A` periodically tries
to connect to server `B` until the server `B` is restarted (with the same
hostname/IP address it was available before the crash). If `B` is restarted
then it accepts the call and the `subordinate-B` could be finished.

On top of that, the Narayana transaction manager works with the notion of `node identifier`.
The `node identifier` is stored as part of the transaction id in the Narayana object store.
That means that the transaction id `subordinate-B` is capable to provide
information that node `A` is the node which started the top level transaction `top-level-A`
which is its parent transaction.

Narayana uses http://narayana.io/docs/project/index.html#d0e9393[presumed abort strategy].
That simply means if there is no information found in the Narayana object store
about the transaction then all discovered participants are commanded to roll-back.
This for example means that if Narayana has no record about transaction `subordinate-B`
in the object store and after restart of server `A` it finds that there is such
transaction it ask the server `B` to roll-back it.

The server `A` finds about existence of the transaction in the server `B` because
the server `A` continuously asks all the registered remote locations if they
have some transactions to finish. Here the server `A` checks if server `B`
has some in-doubt transaction to finish. Server `B` responses that there is
`subordinate-B`. Server `A` does have no record in the objet store
thus commands the server `B` to roll-back it.

It's important to say that for Narayana JTA implementation the record is saved to object store
after successful prepare (as phase of the two-phase commit procedure).

NOTE: Information about unfinished (in-doubt) transactions
is basically stored at three places - Narayana transaction object store
contains in-doubt transaction info,
the configuration of `standalone.xml` stores definition of remote outbound connection
for the server knows the endpoints to connect to
and unfinished transactions at the side of EJB remoting are presented by
files stored with
https://github.com/wildfly/wildfly-transaction-client/blob/1.1.3.Final/src/main/java/org/wildfly/transaction/client/provider/jboss/FileSystemXAResourceRegistry.java[WildFly Transaction Client].

=== The problem outline - OpenShift deployment

If a user deploys an EAP instance to OpenShift he considers smooth use of horizontal
scaling with OpenShift primitives. That's the JBoss EAP image is deployed
under the OpenShift service and a pod is started for it.
The user expects to be able to scale up and scale down the number of EAP instances
running under the service. By default
https://github.com/jboss-container-images/jboss-eap-7-openshift-image/blob/CD15/templates/eap-cd-basic-s2i.json#L298[the offered configuration for EAP]
is with using the `DeploymentConfig` which is backed by the
https://docs.openshift.com/container-platform/3.9/architecture/core_concepts/deployments.html#deployments-and-deployment-configurations[ReplicationController].

Use of the `ReplicationController` means the `service` provides automatic
load balancing with round robin
when multiple instances of EAP are started under the scope of one service.
The pods started by the `ReplicationController` are provided with floating hostname
which is constructed in a way like `eap-app-<arbitrary-hash>`. When the pod is rescheduled
(for example the node is switched off) the pod is started again but with different
hostname. Then the storage of the node is ephemeral by default. But as we said
the recovery expects the data to survive restarting the pod.

Let's show the issues that the OpenShift brings for the transaction propagation.

Storage volatility::
if the pod crashes there is not ensured that the data stored in the Narayana
object store will be available for the newly started pod
Pod hostname volatility::
if the pod crashes it's started with different hostname which means the server `A`
has an issue to contact the server `B` as `B` is assigned at a different "place"
than it was before the restart
Service calls are not transaction sticky::
the service uses load balancing of requests. If we say we have two server instances
started under each service. Let's say the first instance of server `A` calls
the instance of server `B` with the transaction being propagated. It could happen
that the follow-up call for the `prepare/commit` hits the second instance
of server `B` which has no idea about the existence of such transaction.
Scale-down object store orphanage::
if the user decides to scale-down the number of instances under the particular service
then there could be left unfinished records of in-doubt transactions
in the orphaned object store

=== Solution design

The solution is about to be constructed on OpenShift primitives to provides
a similar environment to bare metal.

The https://kubernetes.io/docs/concepts/workloads/controllers/statefulset/[StatefulSet]
brings storage and hostname stability. The `StatefulSet` starts pods with
stable hostname which is not changed even after pod is restarted/rescheduled.
It ensures the same data storage, as it was before pod restart, will be bound to the restarted pod.
`StatefulSet` "deactivates" the service load balancing capabilities and leaves
the application to manage the balancing on its own. Here the JBoss EAP
clustering abilities will be used to ensures the transaction stickiness.
Handling of data from orphaned object store after scale-down will be managed
by functionality implemented in WildFly operator.
User has to deploy the WildFly operator for the automatic scale-down functionality
is available.
The WildFly operator is hard requirement for running the transaction recovery
fully and with guarantee of data consistency.

If we take the individual issues this setup is about to solve them.

* _Storage volatility_ is about to be solved by the fact that `StatefulSet`
guarantees to bind the same storage with same data to the re-started pod
* _Pod hostname volatility_ is about to be solved by `StatefulSet` as the
restarted pod remains with the same hostname as it had before restart
* _Service calls are not transaction sticky_ is about to be solved by using
JBoss EAP clustering. The JBoss EAP instances belonging under one service
will establish cluster. This way the EJB remoting client will query the
https://kubernetes.io/docs/concepts/services-networking/service/#headless-services[headless service].
The `headless service` returns hostnames of all instances under the service.
The EJB remoting client is then capable to connect to one of them particularly
and guarantee stickiness for Stateful beans and for transction calls
or uses the proper load balancing capability if Stateless beans are called. +
When a new EAP instances are started then EJB remoting client is capable to gather
new cluster topology and works based on the new setup.
* _Scale-down object store orphanage_ issues will be automatized by adding a new functionality
to WildFly operator.
For scale-down handling functionality the WildFly operator will be required.
Operator will watch to scale down actions on the `StatefulSet`. If scale-down happens it manages
all transactions are cleaned-up and only then the pod can be shutdown.
The operator functionality will be similar to what was considered as a possible solution before.
Which was the use of the
https://github.com/luksa/statefulset-scaledown-controller[StatefulSet Scale-Down Controller].
The controller was applied by the project
https://access.redhat.com/documentation/en-us/red_hat_amq/7.2/html/deploying_amq_broker_on_openshift_container_platform/journal-recovery-broker-ocp[Red Hat AMQ Broker]
(see Jira https://issues.jboss.org/browse/ENTMQBR-1859[ENTMQBR-1859])
but the functionality was deprecated and they moved to the
https://docs.google.com/document/d/1fW-AWLFyyMr8hOUBUuEdOcRsCxza4n1BAkCGeRzN1Mc/edit[AMQ operator].
We go the same way.

=== Specific states of the transactions

The transaction may be finished with commit or rollback. But there is a third state of the transaction outcome which is `<<unknown>>`.
That's named as `HEURISTIC` and means that there is need a human intervation to decide about the transaction.
This is not possible to do in automatic way. In such case the pod is left as active for an administrator may manually
check it. The pod is reported as being not-terminated and it won't be stopped until all heuristics are resolved by administrator
(he needs to connect with jboss-cli.sh to the app server in the pod and resolve it).

=== Known related issues

In the current setup, the transaction propagation with recovery works only when
a remote outbound connection is used. Up to that, there are some issues on transaction propagation
over EJB which are related to https://issues.jboss.org/browse/JBEAP-13963[JBEAP-13963].

Up to this the programmatic way for defining the EJB remote call (aka. dynamically
call EJB without the use of remote outbound connection configuration for it)
should be possible. That's tracked as issue https://issues.jboss.org/browse/JBEAP-16149[JBEAP-16149].

For the issues of the subordinate transactions which was fixed recently
there is https://issues.jboss.org/browse/WFTC-52[WFTC-52] which was causing
OOM on the remote side when EJB remoting with transactions was used.

The other relate WFTC issue is issue https://issues.jboss.org/browse/WFTC-52[WFTC-63]
that should bring a way to store WFTC records in JDBC storage.

Then there are few minor WFTC issues about records storage as
https://issues.jboss.org/browse/WFLY-12031[WFLY-12031] and
https://issues.jboss.org/browse/WFTC-64[WFTC-64].


== Issue Metadata

=== Issue

* https://issues.jboss.org/browse/CLOUD-2262[CLOUD-2262]
* https://issues.jboss.org/browse/EAP7-1192[EAP7-1192]

=== Related Issues

* https://issues.jboss.org/browse/JBEAP-13963[JBEAP-13963]
* https://issues.jboss.org/browse/JBEAP-16149[JBEAP-16149]
* https://issues.jboss.org/browse/WFTC-52[WFTC-52]
* https://issues.jboss.org/browse/CLOUD-2261[CLOUD-2261]
* https://issues.jboss.org/browse/CLOUD-2542[CLOUD-2542]
* https://issues.jboss.org/browse/WFTC-52[WFTC-63]
* https://issues.jboss.org/browse/WFLY-12031[WFLY-12031]
* https://issues.jboss.org/browse/WFTC-64[WFTC-64]

=== Dev Contacts

* mailto:[email protected][Tomasz Adamski]
* mailto:[email protected][Ondra Chaloupka]

=== QE Contacts

=== Testing By

[ ] Engineering

[x] QE

* mailto:[email protected][Martin Simka]

=== Affected Projects or Components

* Narayana (transactions)
* EJB
* Remoting
* Elytron

=== Other Interested Projects

* Clustering

== Requirements

=== Hard Requirements

* allow users to deploy clustered transactional EAP applications on OpenShift 4
* OpenShift 3 is not in scope of this solution. The EJB remoting and safe transaction recovery is not about to be resolved with this on OpenShift 3. The solution for safe transaction recovery for single EAP cluster is part of the S2I for JBoss EAP.
* applications should be able to communicate using ejb-client/remoting libraries
* distributed transactional operations among those applications should be fully supported
* transactions should recover properly if the transaction is interrupted
* users would be able to configure connections between applications by configuring remoting subsystem in 'standalone-openshift.xml'
* user deploys the WildFly operator which manages the number of replicas and hide the complexity associated with operation in cloud
* transaction recovery depends on the deployment of the WildFly operator. WildFly operator provides the gurantee for the transaction consistency.
The safe recovery won't be possible without the use of the WildFly operator.
* the prior solution for transaction recovery - which was the use of the migration pod implemented by https://issues.jboss.org/browse/CLOUD-2261[CLOUD-2261]
- is not supported by this RFE and is prohibitted to use the migration pod together with the WildFly operator

=== Nice-to-Have Requirements
* users would be able to configure connections between applications programmatically
* auto-generate 'standalone-openshift.xml' during the config - this is planed to be introduced as en extension after the core functionality is implemented and tested
* Use of the JDBC storage for the object store. It's expected the filesystem object store is used.

=== Non-Requirements

* communication amongs older versions of the server (like EAP 6.4 to EAP 7.3, vice versa and similar). This is a RFE - a new feature - and is concentrated to the new version EAP when released.

== Developer Resources

* https://docs.google.com/document/d/1BbkjjCPWea7hQJgYPRRIvPKFpGyQPfAm4rBBFj4Eijg/edit?usp=sharing[Distributed transaction support in OpenShift]

== Implementation Plan

* consider, verify and fix all issues regarding of the OpenShift deployment of JBoss EAP with StatefulSet while the clustered applications communicate via ejb remoting
** transaction propagation and recovery functionality needs to be verified
* investigate, cosider and provide fixes for usage of the programmatic lookup (and not only the remote-outbound-connection setup)
* implementation of the automatic scale-down functionality with use of operator
* WildFly operator provides a runtime information about what happens to the WildFly cluster during recovery scale-down processing

== Test Plan

== Community Documentation
////
Generally a feature should have documentation as part of the PR to wildfly master, or as a follow up PR if the feature is in wildfly-core. In some cases though the documentation belongs more in a component, or does not need any documentation. Indicate which of these will happen.
////

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