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<title>Server Deployment Package (SDP) for Perforce Helix: SDP Failover Guide (for Unix and Windows)</title>
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<div id="header">
<h1>Server Deployment Package (SDP) for Perforce Helix: SDP Failover Guide (for Unix and Windows)</h1>
<div class="details">
<span id="author" class="author">Perforce Professional Services</span><br>
<span id="email" class="email"><a href="mailto:consulting@perforce.com">consulting@perforce.com</a></span><br>
<span id="revnumber">version v2019.3,</span>
<span id="revdate">2020-08-17</span>
</div>
<div id="toc" class="toc">
<div id="toctitle">Table of Contents</div>
<ul class="sectlevel1">
<li><a href="#_preface">Preface</a></li>
<li><a href="#_overview">1. Overview</a>
<ul class="sectlevel2">
<li><a href="#_planning">1.1. Planning</a></li>
</ul>
</li>
<li><a href="#_planned_failover">2. Planned Failover</a>
<ul class="sectlevel2">
<li><a href="#_prerequisites">2.1. Prerequisites</a></li>
<li><a href="#_failing_over">2.2. Failing over</a></li>
<li><a href="#_failing_over_on_windows">2.3. Failing over on Windows</a></li>
</ul>
</li>
<li><a href="#_unplanned_failover">3. Unplanned Failover</a>
<ul class="sectlevel2">
<li><a href="#_unplanned_failover_on_windows">3.1. Unplanned Failover on Windows</a></li>
</ul>
</li>
<li><a href="#_old_style_failover">4. Old style failover</a></li>
</ul>
</div>
</div>
<div id="content">
<div class="sect1">
<h2 id="_preface">Preface</h2>
<div class="sectionbody">
<div class="paragraph">
<p>The Server Deployment Package (SDP) is the implementation of Perforce’s recommendations for operating and managing a production Perforce Helix Core Version Control System. It is intended to provide the Helix Core administration team with tools to help:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>High Availability (HA)</p>
</li>
<li>
<p>Disaster Recovery (DR)</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>This guide is intended to provide instructions for failover in an SDP environment using built in Helix Core features.</p>
</div>
<div class="paragraph">
<p>For more details see:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><a href="http://www.perforce.com/manuals/p4sag/Content/P4SAG/failover.html#Failover">Sysadmin Guide - Failover</a></p>
</li>
</ul>
</div>
<div class="paragraph">
<p><strong>Please Give Us Feedback</strong></p>
</div>
<div class="paragraph">
<p>Perforce welcomes feedback from our users. Please send any suggestions for improving this document or the SDP to <a href="mailto:consulting@perforce.com">consulting@perforce.com</a>.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_overview">1. Overview</h2>
<div class="sectionbody">
<div class="paragraph">
<p>We need to consider planned vs unplanned failover. Planned may be due to upgrading the core Operating System or some other dependency in your infrastructure, or a similar activity.</p>
</div>
<div class="paragraph">
<p>Unplanned covers risks you are seeking to mitigate with failover:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>loss of a machine, or some machine related hardware failure</p>
</li>
<li>
<p>loss of a VM cluster</p>
</li>
<li>
<p>failure of storage</p>
</li>
<li>
<p>loss of a data center or machine room</p>
</li>
<li>
<p>etc…​</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>See also <a href="https://www.perforce.com/manuals/cmdref/Content/CmdRef/p4_failover.html">p4 failover in Command Reference Guide</a></p>
</div>
<div class="paragraph">
<p>Please refer to the following sections:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><a href="SDP_Guide.Unix.html#_planning_for_ha_and_dr">SDP Guide: Planning for HA and DR</a></p>
</li>
<li>
<p><a href="SDP_Guide.Unix.html#_pre_requisites_for_failover">SDP Guide: Pre-requisites for Failover</a></p>
</li>
</ul>
</div>
<div class="sect2">
<h3 id="_planning">1.1. Planning</h3>
<div class="paragraph">
<p>HA failover should not require a P4PORT change for end users. Depending on your topology, you can avoid changing P4PORT by having users set P4PORT to an alias which can be easily changed centrally.</p>
</div>
<div class="paragraph">
<p>For example:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>p4d-bos-01</code>, a master/commit-server in Boston, pointed to by a DNS name like <code>perforce</code> or <code>perforce.p4demo.com</code>.</p>
</li>
<li>
<p><code>p4d-bos-02</code>, a standby replica in Boston, not pointed to by a DNS until failover, at which time it gets pointed to by <code>perforce</code>/<code>perforce.p4demo.com</code>.</p>
</li>
<li>
<p>Changing the Perforce broker configuration to target the backup machine.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>See <a href="SDP_Guide.Unix.html#_server_host_naming_conventions">SDP Guide: Server Host Naming Conventions</a></p>
</div>
<div class="paragraph">
<p>Other advanced networking options might be possible if you talk to your local networking gurus (virtual IPs etc).</p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_planned_failover">2. Planned Failover</h2>
<div class="sectionbody">
<div class="paragraph">
<p>In this instance you can run <code>p4 failover</code> with the active participation of its upstream server.</p>
</div>
<div class="paragraph">
<p>We are going to provide examples with the following assumptions:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>ServerID <code>master_1</code> is current commit, running on machine <code>p4d-bos-01</code></p>
</li>
<li>
<p>ServerID <code>p4d_ha_bos</code> is HA server</p>
</li>
<li>
<p>DNS alias <code>perforce</code> is set to <code>p4d-bos-01</code></p>
</li>
</ul>
</div>
<div class="sect2">
<h3 id="_prerequisites">2.1. Prerequisites</h3>
<div class="paragraph">
<p>You need to ensure:</p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>you are running p4d 2018.2 or later for your commit and all replica instances, preferably 2020.1</p>
<div class="literalblock">
<div class="content">
<pre>source /p4/common/bin/p4_vars 1
p4 info | grep version</pre>
</div>
</div>
</li>
<li>
<p>your failover target server instance is of type <code>standby</code> or <code>forwarding-standby</code></p>
<div class="paragraph">
<p>On HA machine:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4 info
:
ServerID: p4d_ha_bos
Server services: standby
Replica of: perforce:1999
:</pre>
</div>
</div>
</li>
<li>
<p>it has Options mandatory set in its server spec</p>
<div class="literalblock">
<div class="content">
<pre>p4 server -o p4d_ha_bos | grep Options
Options: mandatory</pre>
</div>
</div>
</li>
<li>
<p>you have a valid <code>license</code> installed in <code>/p4/1/root</code> (<instance> root)</p>
<div class="paragraph">
<p>On HA machine:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cat /p4/1/license</pre>
</div>
</div>
</li>
<li>
<p>Monitoring is enabled - so the following works:</p>
<div class="literalblock">
<div class="content">
<pre>p4 monitor show -al</pre>
</div>
</div>
</li>
<li>
<p>DNS changes are possible so that downstream replicas can seamlessly connect to HA server</p>
</li>
<li>
<p>Current <code>pull</code> status is valid</p>
<div class="literalblock">
<div class="content">
<pre>p4 pull -lj</pre>
</div>
</div>
</li>
</ol>
</div>
</div>
<div class="sect2">
<h3 id="_failing_over">2.2. Failing over</h3>
<div class="paragraph">
<p>The basic actions are the same for Unix and Windows, but there are extra steps required as noted in <a href="#_failing_over_on_windows">Section 2.3, “Failing over on Windows”</a></p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Run <code>p4 failover</code> in reporting mode on HA machine:</p>
<div class="literalblock">
<div class="content">
<pre>p4 failover</pre>
</div>
</div>
<div class="paragraph">
<p>Successful output looks like:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>Checking if failover might be possible ...
Checking for archive file content not transferred ...
Verifying content of recently update archive files ...
After addressing any reported issues that might prevent failover, use --yes or -y to execute the failover.</pre>
</div>
</div>
</li>
<li>
<p>Perform failover:</p>
<div class="literalblock">
<div class="content">
<pre>p4 failover --yes</pre>
</div>
</div>
<div class="paragraph">
<p>Output should be something like:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>Starting failover process ...
Refusing new commands on server from which failover is occurring ...
Giving commands already running time to complete ...
Stalling commands on server from which failover is occurring ...
Waiting for 'journalcopy' to complete its work ...
Waiting for 'pull -L' to complete its work ...
Waiting for 'pull -u' to complete its work ...
Checking for archive file content not transferred ...
Verifying content of recently updated archive files ...
Stopping server from which failover is occurring ...
Moving latest journalcopy'd journal into place as the active journal ...
Updating configuration of the failed-over server ...
Restarting this server ...</pre>
</div>
</div>
<div class="paragraph">
<p>During this time, if you run commands against the master, you may see:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>Server currently in failover mode, try again after failover has completed</pre>
</div>
</div>
</li>
<li>
<p>Change the DNS entries so downstream replicas (and users) will connect to the new master (that was previously HA)</p>
</li>
<li>
<p>Validate that your downstream replicas are communicating with your new master</p>
<div class="paragraph">
<p>On each replica machine:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4 pull -lj</pre>
</div>
</div>
<div class="paragraph">
<p>Or against the new master:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4 servers -J</pre>
</div>
</div>
<div class="paragraph">
<p>Check output of <code>p4 info</code>:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>:
Server address: p4d-bos-02
:
ServerID: master_1
Server services: commit-server
:</pre>
</div>
</div>
</li>
<li>
<p>Make sure the old server spec (<code>p4d_ha_bos</code>) has correctly had its <code>Options:</code> field set to <code>nomandatory</code> (otherwise all replication would stop!)</p>
</li>
</ol>
</div>
</div>
<div class="sect2">
<h3 id="_failing_over_on_windows">2.3. Failing over on Windows</h3>
<div class="paragraph">
<p>The basic steps are the same as for on Unix, but with some extra steps at the end.</p>
</div>
<div class="paragraph">
<p>After the <code>p4 failover --yes</code> command has completed its work (on the HA server machine):</p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Review the settings for the Windows service (examples are for instance <code>1</code>) - note below <strong>-S</strong> is uppercase:</p>
<div class="literalblock">
<div class="content">
<pre>p4 set -S p4_1</pre>
</div>
</div>
<div class="paragraph">
<p>Example results:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>C:\p4\1>p4 set -S p4_1
:
P4JOURNAL=c:\p4\1\logs\journal (set -S)
P4LOG=c:\p4\1\logs\p4d_ha_aws.log (set -S)
P4NAME=p4d_ha_aws (set -S)
P4PORT=1666 (set -S)
P4ROOT=c:\p4\1\root (set -S)
:</pre>
</div>
</div>
</li>
<li>
<p>Change the value of <code>P4NAME</code> and <code>P4LOG</code> to correct value for <code>master</code>:</p>
<div class="literalblock">
<div class="content">
<pre>p4 set -S p4_1 P4NAME=master
p4 set -S p4_1 P4LOG=c:\p4\1\logs\master.log</pre>
</div>
</div>
<div class="paragraph">
<p>And re-check the output of <code>p4 set -S p4_1</code></p>
</div>
</li>
<li>
<p>Restart the service:</p>
<div class="literalblock">
<div class="content">
<pre>c:\p4\common\bin\svcinst stop -n p4_1
c:\p4\common\bin\svcinst start -n p4_1</pre>
</div>
</div>
</li>
<li>
<p>Run <code>p4 configure show</code> to check that the output is as expected for the above values.</p>
</li>
</ol>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_unplanned_failover">3. Unplanned Failover</h2>
<div class="sectionbody">
<div class="paragraph">
<p>In this case there is no active participation of upstream server, so there is an increase risk of lost data.</p>
</div>
<div class="paragraph">
<p>We assume we are still failing over to the HA machine, so:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Failover target is <code>standby</code> or <code>forwarding-standby</code></p>
</li>
<li>
<p>Server spec still has <code>Options:</code> set to <code>mandatory</code></p>
</li>
<li>
<p>Original master is not running</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>The output of <code>p4 failover</code> on the DR machine might be:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>Checking if failover might be possible ...
Server ID must be specified in the '-s' or --serverid' argument for a failover without the participation of the server from which failover is occurring.
Checking for archive file content not transferred ...
Verifying content of recently update archive files ...
After addressing any reported issues that might prevent failover, use --yes or -y to execute the failover.</pre>
</div>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Execute <code>p4 failover</code> with the extra parameter to specify server we are failing over from:</p>
<div class="literalblock">
<div class="content">
<pre>p4 failover --serverid master_1 --yes</pre>
</div>
</div>
</li>
</ol>
</div>
<div class="paragraph">
<p>Expected output is somewhat shorter than for planned failover:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>Starting failover process ...
Waiting for 'pull -L' to complete its work ...
Checking for archive file content not transferred ...
Verifying content of recently updated archive files ...
Moving latest journalcopy'd journal into place as the active journal ...
Updating configuration of the failed-over server ...
Restarting this server ...</pre>
</div>
</div>
<div class="sect2">
<h3 id="_unplanned_failover_on_windows">3.1. Unplanned Failover on Windows</h3>
<div class="paragraph">
<p>The extra steps required are basically the same as in <a href="#_failing_over_on_windows">Section 2.3, “Failing over on Windows”</a></p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_old_style_failover">4. Old style failover</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This does not use the <code>p4 failover</code> command (so is valid for pre-2018.2 p4d versions)</p>
</div>
<div class="paragraph">
<p>See: <a href="https://community.perforce.com/s/article/2495">KB - Failing over to a Replica</a></p>
</div>
</div>
</div>
</div>
<div id="footer">
<div id="footer-text">
Version v2019.3<br>
Last updated 2020-09-10 12:22:04 +0100
</div>
</div>
</body>
</html> | # | Change | User | Description | Committed | |
|---|---|---|---|---|---|
| #25 | 30385 | C. Thomas Tyler | Regnerated docs for release. | ||
| #24 | 30294 | C. Thomas Tyler | Updated docs for release. | ||
| #23 | 30000 | C. Thomas Tyler |
Refined Release Notes and top-level README.md file in preparation for coming 2023.2 release. Adjusted Makefile in doc directory to also generate top-level README.html from top-level README.md file so that the HTML file is reliably updated in the SDP release process. Updated :revnumber: and :revdate: docs in AsciiDoc files to indicate that the are still current. Avoiding regen of ReleaseNotes.pdf binary file since that will need at least one more update before shipping SDP 2023.2. |
||
| #22 | 29890 | C. Thomas Tyler | Regenerated docs. | ||
| #21 | 29728 | Robert Cowham | Add note re establishing p4 trust and logging in commit service user when background submits enabled | ||
| #20 | 29611 | C. Thomas Tyler |
Updated Version to release SDP 2023.1.29610. Re-generated docs. |
||
| #19 | 29442 | C. Thomas Tyler |
Updated Version to release SDP 2022.2.29441. Re-generated docs. |
||
| #18 | 29414 | Robert Cowham | Added a failback section | ||
| #17 | 29251 | C. Thomas Tyler |
Updated Version to release SDP 2022.2.29250. Re-generated docs. |
||
| #16 | 28988 | C. Thomas Tyler |
Updated Version to release SDP 2022.1.28987. Re-generated docs. |
||
| #15 | 28840 | C. Thomas Tyler |
Updated Version to release SDP 2022.1.28839. Re-generated docs. |
||
| #14 | 28411 | C. Thomas Tyler |
Updated Version to release SDP 2021.2.28410. Re-generated docs. |
||
| #13 | 28239 | C. Thomas Tyler |
Updated Version to release SDP 2021.1.28238. Re-generated docs. |
||
| #12 | 28099 | Robert Cowham | Updated Failover Guide to add a couple of post failover checks. | ||
| #11 | 27920 | C. Thomas Tyler |
Updated Version to release SDP 2020.1.27919. Re-generated docs. |
||
| #10 | 27725 | C. Thomas Tyler | Re-generated HTML and PDF from adoc files. | ||
| #9 | 27722 | C. Thomas Tyler |
Refinements to @27712: * Resolved one out-of-date file (verify_sdp.sh). * Added missing adoc file for which HTML file had a change (WorkflowEnforcementTriggers.adoc). * Updated revdate/revnumber in *.adoc files. * Additional content updates in Server/Unix/p4/common/etc/cron.d/ReadMe.md. * Bumped version numbers on scripts with Version= def'n. * Generated HTML, PDF, and doc/gen files: - Most HTML and all PDF are generated using Makefiles that call an AsciiDoc utility. - HTML for Perl scripts is generated with pod2html. - doc/gen/*.man.txt files are generated with .../tools/gen_script_man_pages.sh. #review-27712 |
||
| #8 | 27709 | Robert Cowham |
Note check for serverlocks. Fix typo in path in failover. |
||
| #7 | 27213 | C. Thomas Tyler | Regenerated docs. | ||
| #6 | 26851 | Robert Cowham |
Fix typo in tmpfs /etc/fstab entry which stopped it working in the doc. Mention in pre-requisites for failover and failover guide the need to review OS Config for your failover server. Document Ubuntu 2020.04 LTS and CentOS/RHEL 8 support. Note performance has been observed to be better with CentOS. Document pull.sh and submit.sh in main SDP guide (remove from Unsupported doc). Update comments in triggers to reflect that they are reference implementations, not just examples. No code change. |
||
| #5 | 26747 | Robert Cowham |
Update with some checklists for failover to ensure valid. Update to v2020.1 Add Usage sections where missing to Unix guide Refactor the content in Unix guide to avoid repetition and make things read more sensibly. |
||
| #4 | 26728 | Robert Cowham | Change filetype to +w for make. | ||
| #3 | 26727 | Robert Cowham |
Add section on server host naming conventions Clarify HA and DR, and update links across docs Fix doc structure for Appendix numbering |
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| #2 | 26660 | Robert Cowham |
New common Failover Guide - removed old one. This is based on 'p4 failover' so requires 2018.2 or later. |
||
| #1 | 26654 | Robert Cowham |
First draft of new Failover Guide using "p4 failover" Linked from SDP Unix Guide |