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<body class="book">
<div id="header">
<h1>Perforce Helix Server Deployment Package (for UNIX/Linux)</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 v2021.1,</span>
<span id="revdate">2021-10-28</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="#_using_this_guide">1.1. Using this Guide</a></li>
<li><a href="#_getting_the_sdp">1.2. Getting the SDP</a></li>
</ul>
</li>
<li><a href="#_setting_up_the_sdp">2. Setting up the SDP</a>
<ul class="sectlevel2">
<li><a href="#_terminology_definitions">2.1. Terminology Definitions</a></li>
</ul>
</li>
<li><a href="#_pre_requisites">3. Pre-Requisites</a>
<ul class="sectlevel2">
<li><a href="#_volume_layout_and_hardware">3.1. Volume Layout and Hardware</a></li>
</ul>
</li>
<li><a href="#_installing_the_sdp_on_unix_linux">4. Installing the SDP on Unix / Linux</a>
<ul class="sectlevel2">
<li><a href="#_automated_install">4.1. Automated Install</a></li>
<li><a href="#_manual_install">4.2. Manual Install</a>
<ul class="sectlevel3">
<li><a href="#_manual_install_initial_setup">4.2.1. Manual Install Initial setup</a>
<ul class="sectlevel4">
<li><a href="#_use_of_ssl">4.2.1.1. Use of SSL</a></li>
<li><a href="#_configuration_script_mkdirs_cfg">4.2.1.2. Configuration script mkdirs.cfg</a></li>
</ul>
</li>
<li><a href="#_sdp_init_scripts">4.2.2. SDP Init Scripts</a>
<ul class="sectlevel4">
<li><a href="#_configuring_systemd">4.2.2.1. Configuring systemd</a>
<ul class="sectlevel5">
<li><a href="#_configuring_systemd_for_p4d">Configuring systemd for p4d</a></li>
<li><a href="#_configuring_systemd_for_p4p">Configuring systemd for p4p</a></li>
<li><a href="#_configuring_systemd_for_p4dtg">Configuring systemd for p4dtg</a></li>
<li><a href="#_configuring_systemd_p4broker_multiple_configs">Configuring systemd p4broker - multiple configs</a></li>
</ul>
</li>
<li><a href="#_configuring_sysv_init_scripts">4.2.2.2. Configuring SysV Init Scripts</a></li>
</ul>
</li>
<li><a href="#_configuring_automatic_service_start_on_boot">4.2.3. Configuring Automatic Service Start on Boot</a>
<ul class="sectlevel4">
<li><a href="#_automatic_start_for_systems_using_systemd">4.2.3.1. Automatic Start for Systems using systemd</a></li>
<li><a href="#_for_systems_using_the_sysv_init_mechanism">4.2.3.2. For systems using the SysV init mechanism</a></li>
</ul>
</li>
<li><a href="#_sdp_crontab_templates">4.2.4. SDP Crontab Templates</a></li>
<li><a href="#_completing_your_server_configuration">4.2.5. Completing Your Server Configuration</a></li>
<li><a href="#_validating_your_sdp_installation">4.2.6. Validating your SDP installation</a></li>
</ul>
</li>
<li><a href="#_setting_your_login_environment_for_convenience">4.3. Setting your login environment for convenience</a></li>
<li><a href="#_configuring_protections_file_types_monitoring_and_security">4.4. Configuring protections, file types, monitoring and security</a></li>
<li><a href="#_operating_system_configuration">4.5. Operating system configuration</a>
<ul class="sectlevel3">
<li><a href="#_configuring_email_for_notifications">4.5.1. Configuring email for notifications</a></li>
</ul>
</li>
<li><a href="#_other_server_configurables">4.6. Other server configurables</a></li>
<li><a href="#_archiving_configuration_files">4.7. Archiving configuration files</a></li>
</ul>
</li>
<li><a href="#_backup_replication_and_recovery">5. Backup, Replication, and Recovery</a>
<ul class="sectlevel2">
<li><a href="#_typical_backup_procedure">5.1. Typical Backup Procedure</a></li>
<li><a href="#_planning_for_ha_and_dr">5.2. Planning for HA and DR</a>
<ul class="sectlevel3">
<li><a href="#_further_resources">5.2.1. Further Resources</a></li>
<li><a href="#_creating_a_failover_replica_for_commit_or_edge_server">5.2.2. Creating a Failover Replica for Commit or Edge Server</a></li>
<li><a href="#_what_is_a_failover_replica">5.2.3. What is a Failover Replica?</a></li>
<li><a href="#_mandatory_vs_non_mandatory_standbys">5.2.4. Mandatory vs Non-mandatory Standbys</a></li>
<li><a href="#_server_host_naming_conventions">5.2.5. Server host naming conventions</a></li>
</ul>
</li>
<li><a href="#_full_one_way_replication">5.3. Full One-Way Replication</a>
<ul class="sectlevel3">
<li><a href="#_replication_setup">5.3.1. Replication Setup</a></li>
<li><a href="#_replication_setup_for_failover">5.3.2. Replication Setup for Failover</a></li>
<li><a href="#_pre_requisites_for_failover">5.3.3. Pre-requisites for Failover</a></li>
<li><a href="#_using_mkrep_sh">5.3.4. Using mkrep.sh</a>
<ul class="sectlevel4">
<li><a href="#_sitetags_cfg">5.3.4.1. SiteTags.cfg</a></li>
<li><a href="#_output_of_mkrep_sh">5.3.4.2. Output of <code>mkrep.sh</code></a></li>
</ul>
</li>
<li><a href="#_addition_replication_setup">5.3.5. Addition Replication Setup</a></li>
<li><a href="#_sdp_installation">5.3.6. SDP Installation</a>
<ul class="sectlevel4">
<li><a href="#_ssh_key_setup">5.3.6.1. SSH Key Setup</a></li>
</ul>
</li>
</ul>
</li>
<li><a href="#_recovery_procedures">5.4. Recovery Procedures</a>
<ul class="sectlevel3">
<li><a href="#_recovering_a_master_server_from_a_checkpoint_and_journals">5.4.1. Recovering a master server from a checkpoint and journal(s)</a></li>
<li><a href="#_recovering_a_replica_from_a_checkpoint">5.4.2. Recovering a replica from a checkpoint</a></li>
<li><a href="#_recovering_from_a_tape_backup">5.4.3. Recovering from a tape backup</a></li>
<li><a href="#_failover_to_a_replicated_standby_machine">5.4.4. Failover to a replicated standby machine</a></li>
</ul>
</li>
</ul>
</li>
<li><a href="#_upgrades">6. Upgrades</a>
<ul class="sectlevel2">
<li><a href="#_upgrade_order_sdp_first_then_helix_p4d">6.1. Upgrade Order: SDP first, then Helix P4D</a></li>
<li><a href="#_sdp_and_p4d_version_compatibility">6.2. SDP and P4D Version Compatibility</a></li>
<li><a href="#_upgrading_the_sdp">6.3. Upgrading the SDP</a></li>
<li><a href="#_upgrading_helix_software_with_the_sdp">6.4. Upgrading Helix Software with the SDP</a>
<ul class="sectlevel3">
<li><a href="#_get_latest_helix_binaries">6.4.1. Get Latest Helix Binaries</a></li>
<li><a href="#_upgrade_each_instance">6.4.2. Upgrade Each Instance</a></li>
<li><a href="#_global_topology_upgrades_outer_to_inner">6.4.3. Global Topology Upgrades - Outer to Inner</a></li>
</ul>
</li>
</ul>
</li>
<li><a href="#_database_modifications">7. Database Modifications</a></li>
<li><a href="#_maximizing_server_performance">8. Maximizing Server Performance</a>
<ul class="sectlevel2">
<li><a href="#_ensure_transparent_huge_pages_thp_is_turned_off">8.1. Ensure Transparent Huge Pages (THP) is turned off</a></li>
<li><a href="#_putting_server_locks_directory_into_ram">8.2. Putting server.locks directory into RAM</a></li>
<li><a href="#_optimizing_the_database_files">8.3. Optimizing the database files</a></li>
<li><a href="#_p4v_performance_settings">8.4. P4V Performance Settings</a></li>
<li><a href="#_proactive_performance_maintenance">8.5. Proactive Performance Maintenance</a>
<ul class="sectlevel3">
<li><a href="#_limiting_large_requests">8.5.1. Limiting large requests</a></li>
<li><a href="#_offloading_remote_syncs">8.5.2. Offloading remote syncs</a></li>
</ul>
</li>
</ul>
</li>
<li><a href="#_tools_and_scripts">9. Tools and Scripts</a>
<ul class="sectlevel2">
<li><a href="#_general_sdp_usage">9.1. General SDP Usage</a>
<ul class="sectlevel3">
<li><a href="#_linux">9.1.1. Linux</a></li>
<li><a href="#_monitoring_sdp_activities">9.1.2. Monitoring SDP activities</a></li>
</ul>
</li>
<li><a href="#_upgrade_scripts">9.2. Upgrade Scripts</a>
<ul class="sectlevel3">
<li><a href="#_get_helix_binaries_sh">9.2.1. get_helix_binaries.sh</a></li>
<li><a href="#_upgrade_sh">9.2.2. upgrade.sh</a></li>
</ul>
</li>
<li><a href="#_legacy_upgrade_scripts">9.3. Legacy Upgrade Scripts</a>
<ul class="sectlevel3">
<li><a href="#_clear_depot_map_fields_sh">9.3.1. clear_depot_Map_fields.sh</a></li>
</ul>
</li>
<li><a href="#_core_scripts">9.4. Core Scripts</a>
<ul class="sectlevel3">
<li><a href="#_p4_vars">9.4.1. p4_vars</a></li>
<li><a href="#_p4_instance_vars">9.4.2. p4_<instance>.vars</a></li>
<li><a href="#_p4master_run">9.4.3. p4master_run</a></li>
<li><a href="#_daily_checkpoint_sh">9.4.4. daily_checkpoint.sh</a></li>
<li><a href="#_recreate_offline_db_sh">9.4.5. recreate_offline_db.sh</a></li>
<li><a href="#_live_checkpoint_sh">9.4.6. live_checkpoint.sh</a></li>
<li><a href="#_p4verify_sh">9.4.7. p4verify.sh</a></li>
<li><a href="#_p4login">9.4.8. p4login</a></li>
<li><a href="#_p4d_instance_init">9.4.9. p4d_<instance>_init</a></li>
<li><a href="#_refresh_p4root_from_offline_db_sh">9.4.10. refresh_P4ROOT_from_offline_db.sh</a></li>
<li><a href="#_run_if_master_sh">9.4.11. run_if_master.sh</a></li>
<li><a href="#_run_if_edge_sh">9.4.12. run_if_edge.sh</a></li>
<li><a href="#_run_if_replica_sh">9.4.13. run_if_replica.sh</a></li>
<li><a href="#_run_if_masteredgereplica_sh">9.4.14. run_if_master/edge/replica.sh</a></li>
</ul>
</li>
<li><a href="#_more_server_scripts">9.5. More Server Scripts</a>
<ul class="sectlevel3">
<li><a href="#_p4_crontab">9.5.1. p4.crontab</a></li>
<li><a href="#_verify_sdp_sh">9.5.2. verify_sdp.sh</a></li>
</ul>
</li>
<li><a href="#_other_scripts_and_files">9.6. Other Scripts and Files</a>
<ul class="sectlevel3">
<li><a href="#_backup_functions_sh">9.6.1. backup_functions.sh</a></li>
<li><a href="#_broker_rotate_sh">9.6.2. broker_rotate.sh</a></li>
<li><a href="#_edge_dump_sh">9.6.3. edge_dump.sh</a></li>
<li><a href="#_edge_vars">9.6.4. edge_vars</a></li>
<li><a href="#_edge_shelf_replicate_sh">9.6.5. edge_shelf_replicate.sh</a></li>
<li><a href="#_load_checkpoint_sh">9.6.6. load_checkpoint.sh</a></li>
<li><a href="#_gen_default_broker_cfg_sh">9.6.7. gen_default_broker_cfg.sh</a></li>
<li><a href="#_journal_watch_sh">9.6.8. journal_watch.sh</a></li>
<li><a href="#_kill_idle_sh">9.6.9. kill_idle.sh</a></li>
<li><a href="#_p4d_base">9.6.10. p4d_base</a></li>
<li><a href="#_p4broker_base">9.6.11. p4broker_base</a></li>
<li><a href="#_p4ftpd_base">9.6.12. p4ftpd_base</a></li>
<li><a href="#_p4p_base">9.6.13. p4p_base</a></li>
<li><a href="#_p4pcm_pl">9.6.14. p4pcm.pl</a></li>
<li><a href="#_p4review_py">9.6.15. p4review.py</a></li>
<li><a href="#_p4review2_py">9.6.16. p4review2.py</a></li>
<li><a href="#_p4sanity_check_sh">9.6.17. p4sanity_check.sh</a></li>
<li><a href="#_p4dstate_sh">9.6.18. p4dstate.sh</a></li>
<li><a href="#_ps_functions_sh">9.6.19. ps_functions.sh</a></li>
<li><a href="#_pull_sh">9.6.20. pull.sh</a></li>
<li><a href="#_pull_test_sh">9.6.21. pull_test.sh</a></li>
<li><a href="#_purge_revisions_sh">9.6.22. purge_revisions.sh</a></li>
<li><a href="#_recover_edge_sh">9.6.23. recover_edge.sh</a></li>
<li><a href="#_replica_cleanup_sh">9.6.24. replica_cleanup.sh</a></li>
<li><a href="#_replica_status_sh">9.6.25. replica_status.sh</a></li>
<li><a href="#_request_replica_checkpoint_sh">9.6.26. request_replica_checkpoint.sh</a></li>
<li><a href="#_rotate_journal_sh">9.6.27. rotate_journal.sh</a></li>
<li><a href="#_submit_sh">9.6.28. submit.sh</a></li>
<li><a href="#_submit_test_sh">9.6.29. submit_test.sh</a></li>
<li><a href="#_sync_replica_sh">9.6.30. sync_replica.sh</a></li>
<li><a href="#_templates_directory">9.6.31. templates directory</a></li>
<li><a href="#_update_limits_py">9.6.32. update_limits.py</a></li>
</ul>
</li>
</ul>
</li>
<li><a href="#_sample_procedures">10. Sample Procedures</a>
<ul class="sectlevel2">
<li><a href="#_reseeding_an_edge_server">10.1. Reseeding an Edge Server</a></li>
<li><a href="#_edge_reseed_scenario">10.2. Edge Reseed Scenario</a>
<ul class="sectlevel3">
<li><a href="#_step_0_preflight_checks">10.2.1. Step 0: Preflight Checks</a></li>
<li><a href="#_step_1_create_new_edge_seed_checkpoint">10.2.2. Step 1: Create New Edge Seed Checkpoint</a></li>
<li><a href="#_step_2_transfer_edge_seed">10.2.3. Step 2: Transfer Edge Seed</a></li>
<li><a href="#_step_3_reseed_the_edge">10.2.4. Step 3: Reseed the Edge</a></li>
</ul>
</li>
</ul>
</li>
<li><a href="#_sdp_package_contents_and_planning">Appendix A: SDP Package Contents and Planning</a>
<ul class="sectlevel2">
<li><a href="#_volume_layout_and_server_planning">A.1. Volume Layout and Server Planning</a>
<ul class="sectlevel3">
<li><a href="#_memory_and_cpu">A.1.1. Memory and CPU</a></li>
<li><a href="#_directory_structure_configuration_script_for_linuxunix">A.1.2. Directory Structure Configuration Script for Linux/Unix</a></li>
<li><a href="#_p4d_versions_and_links">A.1.3. P4D versions and links</a></li>
<li><a href="#_case_insensitive_p4d_on_unix">A.1.4. Case Insensitive P4D on Unix</a></li>
</ul>
</li>
</ul>
</li>
<li><a href="#_the_journalprefix_standard">Appendix B: The journalPrefix Standard</a>
<ul class="sectlevel2">
<li><a href="#_sdp_scripts_that_set_journalprefix">B.1. SDP Scripts that set <code>journalPrefix</code></a></li>
<li><a href="#_first_form_of_journalprefix_value">B.2. First Form of <code>journalPrefix</code> Value</a>
<ul class="sectlevel3">
<li><a href="#_detail_on_completely_unfiltered">B.2.1. Detail on "Completely Unfiltered"</a></li>
</ul>
</li>
<li><a href="#_second_form_of_journalprefix_value">B.3. Second Form of <code>journalPrefix</code> Value</a></li>
<li><a href="#_scripts_for_maintaining_the_offline_db">B.4. Scripts for Maintaining the <code>offline_db</code></a></li>
<li><a href="#_sdp_structure_and_journalprefix">B.5. SDP Structure and <code>journalPrefix</code></a></li>
<li><a href="#_replicas_of_edge_servers">B.6. Replicas of Edge Servers</a></li>
<li><a href="#_goals_of_the_journalprefix_standard">B.7. Goals of the <code>journalPrefix</code> Standard</a></li>
</ul>
</li>
<li><a href="#_server_spec_naming_standard">Appendix C: Server Spec Naming Standard</a>
<ul class="sectlevel2">
<li><a href="#_general_form">C.1. General Form</a>
<ul class="sectlevel3">
<li><a href="#_helix_server_tags">C.1.1. Helix Server Tags</a></li>
<li><a href="#_replica_type_tags">C.1.2. Replica Type Tags</a>
<ul class="sectlevel4">
<li><a href="#_replication_notes">C.1.2.1. Replication Notes</a></li>
</ul>
</li>
<li><a href="#_site_tags">C.1.3. Site Tags</a></li>
</ul>
</li>
<li><a href="#_example_server_specs">C.2. Example Server Specs</a></li>
<li><a href="#_implications_of_replication_filtering">C.3. Implications of Replication Filtering</a></li>
<li><a href="#_other_replica_types">C.4. Other Replica Types</a></li>
<li><a href="#_the_sdp_mkrep_sh_script">C.5. The SDP <code>mkrep.sh</code> script</a></li>
</ul>
</li>
<li><a href="#_frequently_asked_questionstroubleshooting">Appendix D: Frequently Asked Questions/Troubleshooting</a>
<ul class="sectlevel2">
<li><a href="#_journal_out_of_sequence">D.1. Journal out of sequence</a></li>
<li><a href="#_unexpected_end_of_file_in_replica_daily_sync">D.2. Unexpected end of file in replica daily sync</a></li>
</ul>
</li>
<li><a href="#_starting_and_stopping_services">Appendix E: Starting and Stopping Services</a>
<ul class="sectlevel2">
<li><a href="#_sdp_service_management_with_the_systemd_init_mechanism">E.1. SDP Service Management with the systemd init mechanism</a>
<ul class="sectlevel3">
<li><a href="#_brokers_and_proxies">E.1.1. Brokers and Proxies</a></li>
<li><a href="#_root_or_sudo_required_with_systemd">E.1.2. Root or sudo required with systemd</a></li>
</ul>
</li>
<li><a href="#_sdp_service_management_with_sysv_init_mechanism">E.2. SDP Service Management with SysV init mechanism</a></li>
</ul>
</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>Simplify Management</p>
</li>
<li>
<p>Simplify Upgrades</p>
</li>
<li>
<p>High Availability (HA)</p>
</li>
<li>
<p>Disaster Recovery (DR)</p>
</li>
<li>
<p>Fast and Safe Upgrades</p>
</li>
<li>
<p>Production Focus</p>
</li>
<li>
<p>Best Practice Configurables</p>
</li>
<li>
<p>Optimal Performance, Data Safety, and Simplified Backup</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>This guide is intended to provide instructions of setting up the SDP to help provide users of Helix Core with the above benefits.</p>
</div>
<div class="paragraph">
<p>This guide assumes some familiarity with Perforce and does not duplicate the basic information in the Perforce user documentation.
This document only relates to the Server Deployment Package (SDP). All other Helix Core documentation can be found here: <a href="https://www.perforce.com/support/self-service-resources/documentation">Perforce Support Documentation</a>.</p>
</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>The SDP has four main components:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Hardware and storage layout recommendations for Perforce.</p>
</li>
<li>
<p>Scripts to automate critical maintenance activities</p>
</li>
<li>
<p>Scripts to aid the setup and management of replication (including failover for DR/HA)</p>
</li>
<li>
<p>Scripts to assist with routine administration tasks.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Each of these components is covered, in detail, in this guide.</p>
</div>
<div class="sect2">
<h3 id="_using_this_guide">1.1. Using this Guide</h3>
<div class="paragraph">
<p><a href="#_setting_up_the_sdp">Chapter 2, <em>Setting up the SDP</em></a> describes concepts, terminology and pre-requisites</p>
</div>
<div class="paragraph">
<p><a href="#_installing_the_sdp_on_unix_linux">Chapter 4, <em>Installing the SDP on Unix / Linux</em></a> consists of what you need to know to setup Helix Core sever on a Unix platform.</p>
</div>
<div class="paragraph">
<p><a href="#_backup_replication_and_recovery">Chapter 5, <em>Backup, Replication, and Recovery</em></a> gives information around the Backup, Restoration and Replication of Helix Core, including some guidance on planning for HA (High Availability) and DR (Disaster Recovery)</p>
</div>
<div class="paragraph">
<p><a href="#_upgrades">Chapter 6, <em>Upgrades</em></a> covers upgrades of <code>p4d</code> and related Helix Core executables.</p>
</div>
<div class="paragraph">
<p><a href="#_upgrading_the_sdp">Section 6.3, “Upgrading the SDP”</a> covers upgrading the SDP itself.</p>
</div>
<div class="paragraph">
<p><a href="#_maximizing_server_performance">Chapter 8, <em>Maximizing Server Performance</em></a> covers optimizations and proactive actions.</p>
</div>
<div class="paragraph">
<p><a href="#_tools_and_scripts">Chapter 9, <em>Tools and Scripts</em></a> covers all the scripts used within the SDP in detail.</p>
</div>
<div class="paragraph">
<p><a href="#_sdp_package_contents_and_planning">Appendix A, <em>SDP Package Contents and Planning</em></a> describes the details of the SDP package.</p>
</div>
<div class="paragraph">
<p><a href="#_the_journalprefix_standard">Appendix B, <em>The journalPrefix Standard</em></a> describes the standard for setting the <code>journalPrefix</code> configurable.</p>
</div>
<div class="paragraph">
<p><a href="#_server_spec_naming_standard">Appendix C, <em>Server Spec Naming Standard</em></a> describes the standard for naming 'server' specs created with the <code>p4 server</code> command.</p>
</div>
<div class="paragraph">
<p><a href="#_frequently_asked_questionstroubleshooting">Appendix D, <em>Frequently Asked Questions/Troubleshooting</em></a> is useful for other questions.</p>
</div>
<div class="paragraph">
<p><a href="#_starting_and_stopping_services">Appendix E, <em>Starting and Stopping Services</em></a> gives on overview of starting and stopping services with common init mechanisms, <code>systemd</code> and SysV.</p>
</div>
</div>
<div class="sect2">
<h3 id="_getting_the_sdp">1.2. Getting the SDP</h3>
<div class="paragraph">
<p>The SDP is downloaded as a single zipped tar file the latest version can be found at: <a href="https://swarm.workshop.perforce.com/projects/perforce-software-sdp/files/downloads" class="bare">https://swarm.workshop.perforce.com/projects/perforce-software-sdp/files/downloads</a></p>
</div>
<div class="paragraph">
<p>The file to download containing the latest SDP is consistently named <code>sdp.Unix.tgz</code>. A copy of this file also exists with a version-identifying name, e.g. <code>sdp.Unix.2019.3.26571.tgz</code>.</p>
</div>
<div class="paragraph">
<p>The direct download link to use with <code>curl</code> or <code>wget</code> is illustrated with this command:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>curl -k -O https://swarm.workshop.perforce.com/projects/perforce-software-sdp/download/downloads/sdp.Unix.tgz</pre>
</div>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_setting_up_the_sdp">2. Setting up the SDP</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This section tells you how to configure the SDP to setup a new Helix Core server.</p>
</div>
<div class="paragraph">
<p>The SDP can be installed on multiple server machines, and each server machine can host one or more Helix Core server instances. See <a href="#_terminology_definitions">Section 2.1, “Terminology Definitions”</a> for detailed definition of terms.</p>
</div>
<div class="paragraph">
<p>The SDP implements a standard logical directory structure which can be implemented flexibly on one or many physical server machines.</p>
</div>
<div class="paragraph">
<p>Additional relevant information is available in the <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/Home-p4sag.html">System Administrator Guide</a>.</p>
</div>
<div class="sect2">
<h3 id="_terminology_definitions">2.1. Terminology Definitions</h3>
<div class="ulist">
<ul>
<li>
<p><strong>process</strong> - a running process with a process identifier (PID). It should normally be qualified as to what type of process it is:</p>
<div class="ulist">
<ul>
<li>
<p><strong>p4d process</strong> - a running p4d process with it’s own copy of db.* files. P4D processes may be of any one of the standard types, e.g. standard or commit-server, and any of the valid replica types: standby, forwarding-replica, edge-server etc.</p>
</li>
<li>
<p><strong>p4p process</strong> – proxy instance talking to a single upstream p4d instance</p>
</li>
<li>
<p><strong>p4broker process</strong> – p4broker talking to a single upstream p4d instance</p>
</li>
</ul>
</div>
</li>
<li>
<p><strong>Instance</strong> - a logically independent set of Helix Core data and metadata, represented by entities such as changelist numbers and depot paths, and existing a storage device in the form of db.* files (metadata) and versioned files (archive files). Thus, the instance is a reference to the logical data set, with its set of users, files, changelists.</p>
<div class="ulist">
<ul>
<li>
<p>The default SDP instance name is simply <code>1</code> (the digit 'one').</p>
</li>
<li>
<p>Any alphanumeric name can be used. It is mainly of interest to administrators, not regular users.</p>
</li>
<li>
<p>Instance names are best kept short, as they are typed often in various admin operational tasks.</p>
</li>
<li>
<p>An <strong>instance</strong> has a well defined name, embedded in its P4ROOT value. If the P4ROOT is <code>/p4/ace/root</code>, for example, <code>ace</code> is the instance name.</p>
</li>
<li>
<p>An <strong>instance</strong> must operate with at least one p4d process on a master server machine. The instance may also extend to many machines running additional p4d, p4broker, and p4p processes. For the additional p4d processes, they can be replicas of various types, to include standby, ege, and filtered forwardin replicas (to name a few).</p>
</li>
<li>
<p>On all machines on which an instance is extened, including proxy, broker, and replica machines, the instance exists as <code>/p4/N</code>, where <code>N</code> is the instance name.</p>
</li>
<li>
<p>There can be more than one instance a machine.</p>
</li>
</ul>
</div>
</li>
<li>
<p><strong>Server machine</strong> - this is a host machine (virtual or physical) with operating system and on which any number of p4d or other processes may be running.</p>
</li>
<li>
<p><strong>Server spec</strong> or <strong>server specification</strong> - is the entity managed using <code>p4 server</code> command (and the companion <code>p4 servers</code> to list all of them).</p>
</li>
<li>
<p><strong>Server</strong> - this is a vague term. It needs to be fully qualified, and use on its own (unadorned) depends on context. It may mean any one of:</p>
<div class="ulist">
<ul>
<li>
<p>Server machine</p>
</li>
<li>
<p>P4d process (this is usually the most common usage - tend to assume this unless otherwise defined.)</p>
</li>
<li>
<p>Any other type of instance!</p>
</li>
</ul>
</div>
</li>
</ul>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
Thus "p4d server" is unclear as to whether you are talking about a p4d process or a server machine or a combination of both (since there may be a single instance on a single machine, or many instances on a machine, etc). Make sure you understand what is being referred to!
</td>
</tr>
</table>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_pre_requisites">3. Pre-Requisites</h2>
<div class="sectionbody">
<div class="olist arabic">
<ol class="arabic">
<li>
<p>The Helix Core binaries (p4d, p4, p4broker, p4p) have been downloaded (see <a href="#_installing_the_sdp_on_unix_linux">Chapter 4, <em>Installing the SDP on Unix / Linux</em></a>)</p>
</li>
<li>
<p><em>sudo</em> access is required</p>
</li>
<li>
<p>System administrator available for configuration of drives / volumes (especially if on network or SAN or similar)</p>
</li>
<li>
<p>Supported Linux version, currently these versions are fully supported - for other versions please speak with Perforce Support.</p>
<div class="ulist">
<ul>
<li>
<p>Ubuntu 18.04 LTS (bionic)</p>
</li>
<li>
<p>Ubuntu 20.04 LTS (focal fossa)</p>
</li>
<li>
<p>CentOS or Red Hat (RHEL) 7.x</p>
</li>
<li>
<p>CentOS or Red Hat (RHEL) 8.x (not recommended)</p>
</li>
<li>
<p>Rocky Linux 8.4</p>
</li>
<li>
<p>SUSE Linux Enterprise Server 12</p>
</li>
</ul>
</div>
</li>
</ol>
</div>
<div class="sect2">
<h3 id="_volume_layout_and_hardware">3.1. Volume Layout and Hardware</h3>
<div class="paragraph">
<p>As can be expected from a version control system, good disk (storage) management is key to maximizing data integrity and performance. Perforce recommend using multiple physical volumes for <strong>each</strong> p4d server instance. Using three or four volumes per instance reduces the chance of hardware failure affecting more than one instance. When naming volumes and directories the SDP assumes the "hx" prefix is used to indicate Helix volumes. Your own naming conventions/standards can be used instead, though this is discouraged as it will create inconsistency with documentation. For optimal performance on UNIX machines, the XFS file system is recommended, but not mandated. The EXT4 filesystem is also considered proven and widely used.</p>
</div>
<div class="ulist">
<ul>
<li>
<p></p>
<div class="paragraph">
<p><strong>Depot data, archive files, scripts, and checkpoints</strong>:
Use a large volume, with RAID 6 on its own controller with a standard amount of cache or a SAN or NAS volume (NFS access is fine).</p>
</div>
</li>
</ul>
</div>
<div class="paragraph">
<p>This volume is the only volume that <strong>must</strong> be backed up.
The SDP backup scripts place the metadata snapshots on this volume.</p>
</div>
<div class="paragraph">
<p>+
This volume is normally called <code>/hxdepots</code>.</p>
</div>
<div class="ulist">
<ul>
<li>
<p></p>
<div class="paragraph">
<p><strong>Perforce metadata (database files), 1 or 2 volumes:</strong>
Use the fastest volume possible, ideally SSD or RAID 1+0 on a dedicated controller with the maximum cache available on it. Typically a single volume is used, <code>/hxmetadata</code>. In some sites with exceptionally large metadata, 2 volumes are used for metadata, <code>/hxmetadata</code> and <code>/hxmetadata2</code>. Exceptionally large in this case means the metadata size on disk is such that (2x(size of db.* files)+room for growth) approaches or exceeds the storage capacity of the storage device used for metadata. That’s driven by how big /hxmetadata volume. So if you have a 16T storage volume and your total size of db.* files is some ~7T or less (so ~14T total), that’s probably a reasonable cutoff for the definition of "exceptionally large" in this context.</p>
</div>
</li>
</ul>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
Do not run anti-virus tools or back up tools against the <code>hxmetadata</code> volume(s) or <code>hxlogs</code> volume(s), because they can interfere with the operation of the Perforce server executable.
</td>
</tr>
</table>
</div>
<div class="ulist">
<ul>
<li>
<p></p>
<div class="paragraph">
<p><strong>Journals and logs:</strong>
a fast volume, ideally SSD or RAID 1+0 on its own controller with the standard amount of cache on it.
This volume is normally called <code>/hxlogs</code> and can optionally be backed up.</p>
</div>
<div class="paragraph">
<p>If a separate logs volume is not available, put the logs on the <code>/hxmetadata</code> or <code>/hxmetadata1</code> volume, as metadata and logs have similar performance needs that differ from <code>/hxdepots</code>.</p>
</div>
</li>
</ul>
</div>
<div class="admonitionblock warning">
<table>
<tr>
<td class="icon">
<i class="fa icon-warning" title="Warning"></i>
</td>
<td class="content">
Storing metadata and logs on the same volume is discouraged, since the redundancy benefit of the P4JOURNAL (stored on <code>/hxlogs</code>) is greatly reduced if P4JOURNAL is on the same volume as the metadata in the P4ROOT directory.
</td>
</tr>
</table>
</div>
<div class="admonitionblock note">
<table>
<tr>
<td class="icon">
<i class="fa icon-note" title="Note"></i>
</td>
<td class="content">
If multiple controllers are not available, put the <code>/hxlogs</code> and <code>/hxdepots</code> volumes on the same controller.
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>On all SDP machines, a <code>/p4</code> directory will exist containing a subdirectory for each instance, and each instance named <code>/p4</code>. The volume layout is shown in <a href="#_sdp_package_contents_and_planning">Appendix A, <em>SDP Package Contents and Planning</em></a>. This <code>/p4</code> directory enables easy access to the different parts of the file system for each instance.</p>
</div>
<div class="paragraph">
<p>For example:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>/p4/1/root</code> contains the database files for instance <code>1</code></p>
</li>
<li>
<p><code>/p4/1/logs</code> contains the log files for instance <code>1</code></p>
</li>
<li>
<p><code>/p4/1/bin</code> contains the binaries and scripts for instance <code>1</code></p>
</li>
<li>
<p><code>/p4/common/bin</code> contains the binaries and scripts common to all instances</p>
</li>
</ul>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_installing_the_sdp_on_unix_linux">4. Installing the SDP on Unix / Linux</h2>
<div class="sectionbody">
<div class="sect2">
<h3 id="_automated_install">4.1. Automated Install</h3>
<div class="paragraph">
<p>If you are doing a "green field" install, a first-time installation on a new machine that does not yet have any Perforce Helix data, then the <a href="https://swarm.workshop.perforce.com/projects/perforce_software-helix-installer">Helix Installer</a> should be used.</p>
</div>
</div>
<div class="sect2">
<h3 id="_manual_install">4.2. Manual Install</h3>
<div class="paragraph">
<p>The following documentation covers internal details of how the SDP can be deployed manually. Many of the steps below are performed by the Helix Installer.</p>
</div>
<div class="paragraph">
<p>To install Perforce Helix Server program and the SDP, perform the steps laid out below:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Set up a user account, file system, and configuration scripts.</p>
</li>
<li>
<p>Run the configuration script.</p>
</li>
<li>
<p>Start the p4d process and configure the required file structure for the SDP.</p>
</li>
</ul>
</div>
<div class="olist arabic arabic">
<ol class="arabic">
<li>
<p>If it doesn’t already exist, create a group called <code>perforce</code>:</p>
<div class="literalblock">
<div class="content">
<pre>sudo groupadd perforce</pre>
</div>
</div>
</li>
<li>
<p>Create a user called perforce and set the user’s home directory to <code>/p4</code> on a local disk.</p>
<div class="literalblock">
<div class="content">
<pre>sudo useradd -d /home/perforce -s /bin/bash -m perforce -g perforce</pre>
</div>
</div>
</li>
<li>
<p>Allow the perforce user sudo access - Option 1 (full sudo)</p>
<div class="literalblock">
<div class="content">
<pre>sudo touch /etc/sudoers.d/perforce
sudo chmod 0600 /etc/sudoers.d/perforce
sudo echo "perforce ALL=(ALL) NOPASSWD:ALL" > /etc/sudoers.d/perforce
sudo chmod 0400 /etc/sudoers.d/perforce</pre>
</div>
</div>
</li>
<li>
<p>Allow the perforce user sudo access - Option 2 (limited sudo)</p>
<div class="literalblock">
<div class="content">
<pre>sudo touch /etc/sudoers.d/perforce
sudo chmod 0600 /etc/sudoers.d/perforce
vi /etc/sudoers.d/perforce</pre>
</div>
</div>
<div class="literalblock">
<div class="content">
<pre># Make the file look like this to give limited sudo,
# replacing EDTIME_HOSTNAME with the current machine
Cmnd_Alias P4_SVC = /usr/bin/systemctl start p4d_*, \
/usr/bin/systemctl start p4d_*, \
/usr/bin/systemctl stop p4d_*, \
/usr/bin/systemctl status p4d_*, \
/usr/bin/systemctl start p4dtg_*, \
/usr/bin/systemctl stop p4dtg_*, \
/usr/bin/systemctl status p4dtg_*, \
/usr/bin/systemctl start p4broker_*, \
/usr/bin/systemctl stop p4broker_*, \
/usr/bin/systemctl status p4broker_*, \
/usr/bin/systemctl start p4p_*, \
/usr/bin/systemctl stop p4p_*, \
/usr/bin/systemctl status p4p_*
perforce EDITME_HOSTNAME = (root) NOPASSWD: P4_SVC</pre>
</div>
</div>
<div class="literalblock">
<div class="content">
<pre>sudo chmod 0600 /etc/sudoers.d/perforce</pre>
</div>
</div>
</li>
<li>
<p>Create or mount the OS server file system volumes (per layout in previous section)</p>
<div class="ulist">
<ul>
<li>
<p><code>/hxdepots</code></p>
</li>
<li>
<p><code>/hxlogs</code></p>
<div class="paragraph">
<p>and either:</p>
</div>
</li>
<li>
<p><code>/hxmetadata</code></p>
</li>
</ul>
</div>
<div class="paragraph">
<p>or</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>/hxmetadata1</code></p>
</li>
<li>
<p><code>/hxmetadata2</code></p>
</li>
</ul>
</div>
</li>
<li>
<p>These directories should be owned by: <code>perforce:perforce</code></p>
<div class="literalblock">
<div class="content">
<pre>sudo chown -R perforce:perforce /hx*</pre>
</div>
</div>
</li>
<li>
<p>(Optional) if you have different root directories, or are putting all files into one mounted filesystem (only recommended for small repositories), then do something like the following:</p>
<div class="paragraph">
<p>Option 1, all under a single directory <code>/data</code>:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cd /data
mkdir hxmetadata hxlogs hxdepots
sudo chown -R perforce:perforce /data/hx*
cd /
ln -s /data/hx* .
sudo chown -h perforce:perforce /hx*</pre>
</div>
</div>
<div class="paragraph">
<p>Option 2, different mounted root folders, e.g. <code>/P4metadata</code>, <code>/P4logs</code>, <code>/P4depots</code>:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>sudo chown -R perforce:perforce /P4metadata /P4logs /P4depots
cd /
ln -s /P4Medata hxmetadata
ln -s /P4logs hxlogs
ln -s /P4depots hxdepots
sudo chown -h perforce:perforce /hx*</pre>
</div>
</div>
</li>
<li>
<p>Extract the SDP tarball.</p>
<div class="literalblock">
<div class="content">
<pre>cd /hxdepots
tar -xzf /WhereYouDownloaded/sdp.Unix.tgz</pre>
</div>
</div>
</li>
<li>
<p>Set environment variable SDP.</p>
<div class="literalblock">
<div class="content">
<pre>export SDP=/hxdepots/sdp</pre>
</div>
</div>
</li>
<li>
<p>Make the entire $SDP (<code>/hxdepots/sdp</code>) directory writable:</p>
<div class="literalblock">
<div class="content">
<pre>chmod -R +w $SDP</pre>
</div>
</div>
</li>
<li>
<p>Download the appropriate p4, p4d and p4broker binaries for your release and platform:</p>
<div class="literalblock">
<div class="content">
<pre>cd /hxdepots/sdp/helix_binaries
./get_helix_binaries.sh</pre>
</div>
</div>
<div class="paragraph">
<p>If you want to ensure a particular release:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cd /hxdepots/sdp/helix_binaries
./get_helix_binaries.sh -r r20.2</pre>
</div>
</div>
</li>
</ol>
</div>
<div class="sect3">
<h4 id="_manual_install_initial_setup">4.2.1. Manual Install Initial setup</h4>
<div class="paragraph">
<p>The next steps highlight the setup and configuration of a new Helix Core instance using the <code>mkdirs.sh</code> script included in the SDP.</p>
</div>
<div class="listingblock">
<div class="title">Usage</div>
<div class="content">
<pre class="highlight"><code>USAGE for mkdirs.sh v4.6.3:
mkdirs.sh <instance> [-s <ServerID>] [-t <server_type>] [-I <svc>[,<svc2>]] [-MDD /bigdisk] [-MLG /jnl] [-MDB1 /db1] [-MDB2 /db2] [-f] [-p] [-test [-clean]] [-n] [-L <log>] [-d|-D]
or
mkdirs.sh [-h|-man]
DESCRIPTION:
This script initializes an SDP instance on a single machine.
This script is intended to support two scenarios:
* First time SDP installation on a given machine.
* Adding new SDP instances (separate Helix Core data sets) to an existing
SDP installation on a given machine.
And SDP instance is a single Helix Core data set, with its own unique
set of one set of users, changelist numbers, jobs, labels, versioned
files, etc. An organization may run a single instance or multiple
instances.
This is intended to be run either as root or as the operating system
user account (OSUSER) that p4d is configured to run as, typically
'perforce'. It should be run as root for the initial install.
Subsequent additions of new instances do not require root.
If an initial install as done by a user other than root, various
directories must exist and be writable and owned by 'perforce' before starting:
* /p4
* /hxdepots
* /hxlogs
* /hxmetadata
This script creates an init script in the /p4/N/bin directory.
After running this script, set up the crontab based on templates
generated in /p4/common/etc/cron.d. For convenience, a sample cronat
is generated for the current machine in /p4/common/etc/cron.d named
crontab.<osuser>.<host>
where <osuser> is the user that services run as (typically 'perforce'),
and <host> is the short hostname (as returned by a 'hostname -s' command).
Next, put the license file in place in the P4ROOT dir, and launch the server
with the init script.
Then run /p4/common/bin/p4master_run instance /p4/common/bin/live_checkpoint.sh
and then run both the daily_checkpoint.sh and recreate_db_checkpoint.sh to
make sure everything is working before setting up the crontab.
Also run /p4/common/bin/p4master_run <instance> /p4/common/bin/p4review.py <instance>
to make sure the review script is working properly. If you intend to use
Swarm, you can skip configuration of the review daemon, and instead configure
Swarm to handle review-style email notifications.
REQUIRED PARAMETERS:
<instance>
Specify the SDP instance name to add. This is a reference to the Perforce
Helix Core data set.
OPTIONS:
-s <ServerID>
Specify the ServerID, overriding the REPLICA_ID setting in the configuration
file.
-S <TargetServerID>
Specify the ServerID of the P4TARGET of the server being installed.
Use this only when setting up an HA replica of an edge server.
-t <server_type>
Specify the server type, overriding the SERVER_TYPE setting in the config
file. Valid values are:
* p4d_master - A master/commit server.
* p4d_replica - A replica with all metadata from the master (not
filtered in any way).
* p4d_filtered_replica - A filtered replica or filtered forwarding
replica.
* p4d_edge - An edge server.
* p4d_edge_replica - Replica of an edge server. If used,
'-S <TargetServerID>' is required.
* p4broker - An SDP host running only a broker, with no p4d.
* p4proxy - An SDP host running a proxy (maybe with a broker in front),
with no p4d.
-I [<svc>[,<svc2>]]
Specify additional init scripts to be added to /p4/<instance>/bin
for the instance.
By default, the p4p service is installed only if '-t p4proxy' is
specified, and p4dtg is never installed by default. Valid values
to specify are 'p4p' and 'dtg' (for the P4DTG init script).
If services are not installed by default, they can be added later
using templates in /p4/common/etc/init.d. Also, templates for
systemd service files are supplied in /p4/common/etc/systemd/system.
-MDD /bigdisk
-MLG /jnl
-MDB1 /db1
-MDB2 /db2
Specify the '-M*' to specify mount points, overriding DD/LG/DB1/DB2
settings in the config file. Sample:
-MDD /bigdisk -MLG /jnl -MDB1 /fast
If -MDB2 is not specified, it is set the the same value as -MDB1 if
that is set, or else it defaults to the same default value as DB1.
-f Specify -f 'fast mode' to skip chown/chmod commands on depot files.
This should only be used when you are certain the ownership and
permissions are correct, and if you have large amounts of existing
data for which the chown/chmod of the directory tree would be
slow.
-p Specify '-p' to halt processing after preflight checks are complete,
and before actual processing starts. By default, processing starts
immediately upon successful completion of preflight checks.
-L <log>
Specify the path to a log file, or the special value 'off' to disable
logging. By default, all output (stdout and stderr) goes to this file
in the current directory:
mkdirs.<instance>.<datestamp>.log
NOTE: This script is self-logging. That is, output displayed on the
screen is simultaneously captured in the log file. Do not run this
script with redirection operators like '> log' or '2>&1', and do not
use 'tee'.
DEBUGGING OPTIONS:
-test
Specify '-test' to execute a simulated install to /tmp/p4 as the install
root (rather than /p4), and with the mount point directories specified in
the configuration file prefixed with /tmp/hxmounts, defaulting to:
* /tmp/hxmounts/hxdepots
* /tmp/hxmounts/hxlogs
* /tmp/hxmounts/hxmetadata
-clean
Specify '-clean' with '-test' to clean up from prior test installs,
which will result in removal of files/folders installed under /tmp/hxmounts
and /tmp/p4.
Do not specify '-clean' if you want to test a series of installs.
-n No-Op. In No-Op mode, no actions that affect data or structures are
taken. Instead, commands that would be run are displayed. This is
an alternative to -test. Unlike '-p' which stops after the preflight
checks, with '-n' more processing logic can be exercised, with greater
detail about what commands that would be executed without '-n'.
-d Increase verbosity for debugging.
-D Set extreme debugging verbosity, using bash '-x' mode. Also implies -d.
HELP OPTIONS:
-h Display short help message
-man Display man-style help message
FILES:
The mkdirs.sh script uses a configuration file for many settings. A
sample file, mkdirs.cfg, is included with the SDP. After determining
your SDP instance name (e.g. '1' or 'abc'), create a configuration
file for it named mkdirs.<N>.cfg, replacing 'N' with your instance.
Running 'mkdirs.sh N' will load configuration settings from mkdirs.N.cfg.
UPGRADING SDP:
This script can be useful in testing and upgrading to new versions of
the SDP, when the '-test' flag is used.
EXAMPLES:
Example 1: Setup of first instance
Setup of the first instance on a machine using the default instance name,
'1', executed after using sudo to become root:
$ sudo su -
$ cd /hxdepots/sdp/Server/Unix/setup
$ vi mkdirs.cfg
# Adjust settings as desired, e.g P4PORT, P4BROKERPORT, etc.
$ ./mkdirs.sh 1
A log will be generated, mkdirs.1.<timestamp>.log
Example 2: Setup of additional instance named 'abc'.
Setup a second instance on the machine, which will be a separate Helix
Core instance with its own P4ROOT, its own set of users and
changelists, and its own license file (copied from the master instance).
Note that while the first run of mkdirs.sh on a given machine should be
done as root, but subsequent instance additions should be done as the
'perforce' user (or whatever operating system user accounts Perforce
Helix services run as).
$ sudo su - perforce
$ cd /hxdepots/sdp/Server/Unix/setup
$ cp -p mkdirs.cfg mkdirs.abc.cfg
$ vi mkdirs.abc.cfg
# Adjust settings in mkdirs.abc.cfg as desired, e.g P4PORT, P4BROKERPORT, etc.
$ ./mkdirs.sh abc
A log will be generated, mkdirs.abc.<timestamp>.log
Example 3: Setup of additional instance named 'alpha' to run a p4p:
$ ./mkdirs.sh alpha -t p4proxy</code></pre>
</div>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
If you use a "name" for the instance (not an integer) you MUST modify the P4PORT variable in the <code>mkdirs.<em>instance</em>.cfg</code> file.
</td>
</tr>
</table>
</div>
<div class="admonitionblock note">
<table>
<tr>
<td class="icon">
<i class="fa icon-note" title="Note"></i>
</td>
<td class="content">
The instance name must map to the name of the cfg file or the default file will be used with potentially unexpected results.
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>Examples:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>mkdirs.sh 1</code> requires <code>mkdirs.1.cfg</code></p>
</li>
<li>
<p><code>mkdirs.sh ion</code> requires <code>mkdirs.ion.cfg</code></p>
</li>
</ul>
</div>
<div class="olist arabic">
<ol class="arabic" start="3">
<li>
<p>Put the Perforce license file for the p4d server instance into <code>/p4/1/root</code></p>
</li>
</ol>
</div>
<div class="admonitionblock note">
<table>
<tr>
<td class="icon">
<i class="fa icon-note" title="Note"></i>
</td>
<td class="content">
if you have multiple instances and have been provided with port-specific licenses by Perforce, the appropriate license file must be stored in the appropriate <code>/p4/<instance>/root</code> folder.
</td>
</tr>
</table>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
the license file must be renamed to simply the name <code>license</code>.
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>Your Helix Core instance is now setup, but not running. The next steps detail how to make the Helix Core p4d instance a system service.</p>
</div>
<div class="paragraph">
<p>You are then free to start up the <code>p4d</code> instance as documented in
<a href="#_starting_and_stopping_services">Appendix E, <em>Starting and Stopping Services</em></a>.</p>
</div>
<div class="paragraph">
<p>Please note that if you have configured SSL, then refer to <a href="#_use_of_ssl">Section 4.2.1.1, “Use of SSL”</a>.</p>
</div>
<div class="sect4">
<h5 id="_use_of_ssl">4.2.1.1. Use of SSL</h5>
<div class="paragraph">
<p>As documented in the comments in mkdirs.cfg, if you are planning to use SSL you need to set the value of:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>SSL_PREFIX=ssl:</pre>
</div>
</div>
<div class="paragraph">
<p>Then you need to put certificates in <code>/p4/ssl</code> after the SDP install or you can generate a self signed certificate as follows:</p>
</div>
<div class="paragraph">
<p>Edit <code>/p4/ssl/config.txt</code> to put in the info for your company. Then run:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/common/bin/p4master_run <instance> /p4/<instance>/p4d_<instance> -Gc</pre>
</div>
</div>
<div class="paragraph">
<p>For example using instance 1:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/common/bin/p4master_run 1 /p4/1/bin/p4d_1 -Gc</pre>
</div>
</div>
<div class="paragraph">
<p>In order to validate that SSL is working correctly:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>source /p4/common/bin/p4_vars 1</pre>
</div>
</div>
<div class="paragraph">
<p>Check that P4TRUST is appropriately set in the output of:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4 set</pre>
</div>
</div>
<div class="paragraph">
<p>Update the P4TRUST values:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4 trust -y
p4 -p $P4MASTERPORT trust -y</pre>
</div>
</div>
<div class="paragraph">
<p>Check the stored P4TRUST values:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4 trust -l</pre>
</div>
</div>
<div class="paragraph">
<p>Check you are not prompted for trust:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4 login
p4 info</pre>
</div>
</div>
</div>
<div class="sect4">
<h5 id="_configuration_script_mkdirs_cfg">4.2.1.2. Configuration script mkdirs.cfg</h5>
<div class="paragraph">
<p>The <code>mkdirs.sh</code> script executed above resides in <code>$SDP/Server/Unix/setup</code>. It sets up the basic directory structure used by the SDP. Carefully review the config file <code>mkdirs.<strong><em>instance</em></strong>.cfg</code> for this script before running it, and adjust the values of the variables as required. The important parameters are:</p>
</div>
<table class="tableblock frame-all grid-all stretch">
<colgroup>
<col style="width: 50%;">
<col style="width: 50%;">
</colgroup>
<thead>
<tr>
<th class="tableblock halign-left valign-top">Parameter</th>
<th class="tableblock halign-left valign-top">Description</th>
</tr>
</thead>
<tbody>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">DB1</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Name of the hxmetadata1 volume (can be same as DB2)</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">DB2</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Name of the hxmetadata2 volume (can be same as DB1)</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">DD</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Name of the hxdepots volume</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">LG</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Name of the hxlogs volume</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">CN</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Volume for /p4/common</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">SDP</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Path to SDP distribution file tree</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">SHAREDDATA</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">TRUE or FALSE - whether sharing the /hxdepots volume with a replica - normally this is FALSE</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">ADMINUSER</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">P4USER value of a Perforce super user that operates SDP scripts, typically perforce or p4admin.</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">OSUSER</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Operating system user that will run the Perforce instance, typically perforce.</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">OSGROUP</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Operating system group that OSUSER belongs to, typically perforce.</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">CASE_SENSITIVE</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Indicates if p4d server instance has special case sensitivity settings</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">SSL_PREFIX</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Set if SSL is required so either "ssl:" or blank for no SSL</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><div class="content"><div class="paragraph">
<p>P4ADMINPASS</p>
</div>
<div class="paragraph">
<p>P4SERVICEPASS</p>
</div></div></td>
<td class="tableblock halign-left valign-top"><div class="content"><div class="paragraph">
<p>Password to use for Perforce superuser account - can be edited later in /p4/common/config/.p4password.p4_1.admin</p>
</div>
<div class="paragraph">
<p>Service User’s password for replication - can be edited later - same dir as above.</p>
</div></div></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">P4MASTERHOST</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Fully qualified DNS name of the Perforce master server machine for this instance. If this p4d instance is an HA for an edge server this
should refer to the DNS of the edge server machine. Otherwise replicas should refer to the commit-server machine.</p></td>
</tr>
</tbody>
</table>
<div class="paragraph">
<p>For a detailed description of this config file it is fully documented with in-file comments, or see</p>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_sdp_init_scripts">4.2.2. SDP Init Scripts</h4>
<div class="paragraph">
<p>The SDP includes templates for initialization scripts ("init scripts") that provide basic service <code>start</code>/<code>stop</code>/<code>status</code> functionality for a variety of Perforce server products, including:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>p4d</p>
</li>
<li>
<p>p4broker</p>
</li>
<li>
<p>p4p</p>
</li>
<li>
<p>p4dtg</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>During initialization for an SDP instance, the SDP <code>mkdirs.sh</code> script creates a set of initialization scripts based on the templates, and writes them in the instance-specific bin folder (the "Instance Bin" directory), <code>/p4/<em>N</em>/bin</code>. For example, the <code>/p4/1/bin</code> folder for instance <code>1</code> might contain any of the following:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4d_1_init
p4broker_1_init
p4p_1_init
p4dtg_1_init</pre>
</div>
</div>
<div class="paragraph">
<p>The set of <code>*_init</code> files in the Instance Bin directory defines which services (p4d, p4broker, p4p, and/or p4dtg) are active for the given instance on the current machine. A common configuration is to run both p4d and p4broker together, or only run a p4p on a machine. Unused init scripts must be removed from the Instance Bin dir. For example, if a p4p is not needed for instance 1 on the current machine, then <code>/p4/1/bin/p4p_1_init</code> should be removed.</p>
</div>
<div class="paragraph">
<p>For example, the init script for starting p4d for instance 1 is <code>/p4/1/bin/p4d_1_init</code>. All init scripts accept at least <code>start</code>, <code>stop</code>, and <code>status</code> arguments. How the init scripts are called depends on whether your operating system uses the systemd or older SysV init mechanism. This is detailed in sections specific to each init mechanism below.</p>
</div>
<div class="paragraph">
<p>Templates for the init scripts are stored in:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/common/etc/init.d</pre>
</div>
</div>
<div class="sect4">
<h5 id="_configuring_systemd">4.2.2.1. Configuring systemd</h5>
<div class="sect5">
<h6 id="_configuring_systemd_for_p4d">Configuring systemd for p4d</h6>
<div class="paragraph">
<p>RHEL/CentOS 7 or 8, SuSE 12, Ubuntu (>= v16.04), Amazon Linux 2, and other Linux distributions utilize <strong>systemd / systemctl</strong> as the mechanism for controlling services, replacing the earlier SysV init process. Templates for systemd *.service files are included in the SDP distribution in <code>$SDP/Server/Unix/p4/common/etc/systemd/system</code>.</p>
</div>
<div class="paragraph">
<p>Note that using <code>systemd</code> is strongly recommended on systems that support it, for safety reasons. However, enabling services to start automatically on boot is optional.</p>
</div>
<div class="paragraph">
<p>To configure p4d for systemd, run these commands as the root user:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>I=1</pre>
</div>
</div>
<div class="paragraph">
<p>Replace the <code>1</code> on the right side of the <code>=</code> with your SDP instance name, e.g. xyz if your P4ROOT is /p4/xyz/root. Then:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cd /etc/systemd/system
sed -e "s:__INSTANCE__:$I:g" -e " s:__OSUSER__:perforce:g" $SDP/Server/Unix/p4/common/etc/systemd/system/p4d_N.service.t > p4d_${I}.service
chmod 644 p4d_${I}.service
systemctl daemon-reload</pre>
</div>
</div>
<div class="paragraph">
<p>If you are configuring p4d for more than one instance, repeat the <code>I=</code> command with each instance name on the right side of the <code>=</code>, and then repeat the block of commands above.</p>
</div>
<div class="paragraph">
<p>Once configured, the following are sample management commands to start, stop, and status the service. These following commands are typically run as the <code>perforce</code> OSUSER using <code>sudo</code> where needed:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>systemctl cat p4d_1
systemctl status p4d_1
sudo systemctl start p4d_1
sudo systemctl stop p4d_1</pre>
</div>
</div>
<div class="sidebarblock">
<div class="content">
<div class="title">Systemd Required if Configured</div>
<div class="paragraph">
<p>If you are using <code>systemd</code> and you have configured services as above, then you can no longer run the <code>\*_init</code> scripts directly for normal service <code>start</code>/<code>stop</code>, though they can still be used for <code>status</code>. The <code>sudo systemctl</code> commands <strong>must</strong> be used for <code>start</code>/<code>stop</code>. Attempting to run the underlying scripts directly will result in an error message if systemd is configured. This is for safety: systemd’s concept of service status (up or down) is only reliable when systemd starts and stops the service itself. The SDP init scripts require the systemd mechanism (using the <code>systemctl</code> command) to be used if it is configured. This ensures that services will gracefully stop the service on reboot (which would otherwise present a risk of data corruption for p4d on reboot).</p>
</div>
<div class="paragraph">
<p>The SDP requires systemd to be used if it is configured, and we strongly recommend using system on systems that use it. We recommend this to eliminate the risk of corruption on reboot, and also for consistency of operations. However, the SDP does not require systemd to be used. The SDP uses <code>systemctl cat</code> of the service name (e.g. <code>p4d_1</code>) to determine if systemd is configured for any given service.</p>
</div>
</div>
</div>
</div>
<div class="sect5">
<h6 id="_configuring_systemd_for_p4p">Configuring systemd for p4p</h6>
<div class="paragraph">
<p>Configuring p4p for systemd is identical to the configuration the for p4d, except that you would replace <code>p4d</code> with <code>p4p</code> in the sample commands above for configuring p4d.</p>
</div>
</div>
<div class="sect5">
<h6 id="_configuring_systemd_for_p4dtg">Configuring systemd for p4dtg</h6>
<div class="paragraph">
<p>Configuring p4dtg for systemd is identical to the configuration the for p4d, except that you would replace <code>p4d</code> with <code>p4dtg</code> in the sample commands above for configuring p4d.</p>
</div>
</div>
<div class="sect5">
<h6 id="_configuring_systemd_p4broker_multiple_configs">Configuring systemd p4broker - multiple configs</h6>
<div class="paragraph">
<p>Configuring p4broker for systemd can be similar to configuration the for p4d, but there are extra options as you may choose to run multiple broker configurations. For example, you may have:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>a default p4broker configuration that runs when the service is live,</p>
</li>
<li>
<p>a "Down for Maintenance" (DFM) broker used in place of the default broker during maintenance to help lock out users broadcasting a friendly message like "Perforce is offline for scheduled maintenance."</p>
</li>
<li>
<p>SSL broker config enabling an SSL-encrypted connection to a server that might not yet require SSL encryption for all users.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>The service name for the default broker configuration is always <code>p4broker_N</code>, where <code>N</code> is the instance name, e.g. <code>p4broker_1</code> for instance <code>1</code>. This uses the default broker config file, <code>/p4/common/config/p4_1.broker.cfg</code>.</p>
</div>
<div class="sidebarblock">
<div class="content">
<div class="title">Host Specific Broker Config</div>
<div class="paragraph">
<p>For circumstances where host-specific broker configuration is required, the default broker will use a <code>/p4/common/config/p4_N.broker.<short-hostname>.cfg</code> if it exists, where <code><short-hostname></code> is whatever is returned by the command <code>hostname -s</code>. The logic in the broker init script will favor the host-specific config if found, otherwise it will use the standard broker config.</p>
</div>
</div>
</div>
<div class="paragraph">
<p>When alternate broker configurations are used, each alternate configuration file must have a separate systemd unit file associated with managing that configuration. The service file must specify a configuration tag name, such as 'dfm' or 'ssl'. That tag name is used to identify both the broker config file and the systemd unit file for that broker. If the broker config is intended to run concurrently with the default broker config, it must listen on a different port number than the one specified in the default broker config. If it is only intended to run in place of the standard config, as with a 'dfm' config, then it should listen on the same port number as the default broker if a default broker is used, or else the same port as the p4d server if brokers are used only for dfm. The systemd service for a broker intended to run only during maintenance should not be enabled, and thus only manually started/stopped as part of maintenance procedures.</p>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
If maintenance procedures involve a reboot of a server machine, you may also want to disable all services during maintenance and re-enable them afterward.
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>For example, say you want a default broker, a DFM broker, and an SSL broker for instance 1. The default and SSL brokers will run continuously, and the DFM broker only during scheduled maintenance. The following broker config files would be needed in <code>/p4/common/config</code>:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>p4_1.broker.cfg</code> - default broker, targets p4d on port 1999, listens on port 1666</p>
</li>
<li>
<p><code>p4_1.broker.ssl.cfg</code> - SSL broker, targets p4d on port 1999, listens on port 1667</p>
</li>
<li>
<p><code>p4_1.broker.dfm.cfg</code> - DFM broker, targets p4d on port 1999 , listens on port 1666.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Then, create a systemd *.service file that references each config. For the default broker, use the template just as with p4d above. Do the following as the <code>root</code> user:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cd /etc/systemd/system
sed -e "s:__INSTANCE__:1:g" -e " s:__OSUSER__:perforce:g" $SDP/Server/Unix/p4/common/etc/systemd/system/p4broker_N.service.t > p4broker_1.service
chmod 644 p4broker_1.service
systemctl daemon-reload</pre>
</div>
</div>
<div class="paragraph">
<p>Once configured, the following are sample management commands to start, stop, and status the service. These following commands are typically run as the <code>perforce</code> OSUSER using <code>sudo</code> where needed:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>systemctl cat p4broker_1
systemctl status p4broker_1
sudo systemctl start p4broker_1
sudo systemctl stop p4broker_1</pre>
</div>
</div>
<div class="paragraph">
<p>For the non-default broker configs for the SSL and DFM brokers, start by copying the default broker config to a new *.service file with <code>_ssl</code> or <code>_dfm</code> inserted into the name, like so:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cd /etc/systemd/system
cp p4broker_1.service p4broker_1_dfm.service
cp p4broker_1.service p4broker_1_ssl.service</pre>
</div>
</div>
<div class="paragraph">
<p>Next, modify the p4broker_1_dfm.service file and p4broker_1_ssl.service files with a text editor, making the following edits:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Find the string that says <code>using default broker config</code>, and change the word <code>default</code> to <code>dfm</code> or <code>ssl</code> as appropriate, so it reads something like <code>using dfm broker config</code>.</p>
</li>
<li>
<p>Change the ExecStart and ExecStop definitions by appending the <code>dfm</code> or <code>ssl</code> tag. For example, change
these two lines:</p>
<div class="literalblock">
<div class="content">
<pre>ExecStart=/p4/1/bin/p4broker_1_init start
ExecStop=/p4/1/bin/p4broker_1_init stop</pre>
</div>
</div>
</li>
</ul>
</div>
<div class="paragraph">
<p>to look like this for the <code>dfm</code> broker:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>ExecStart=/p4/1/bin/p4broker_1_init start dfm
ExecStop=/p4/1/bin/p4broker_1_init stop dfm</pre>
</div>
</div>
<div class="paragraph">
<p>After any modifications to systemd *.services files are made, reload them into with:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>systemctl daemon-reload</pre>
</div>
</div>
<div class="paragraph">
<p>At this point, the services <code>p4broker_1</code>, <code>p4broker_1_dfm</code>, and <code>p4broker_1_ssl</code> can be started and stopped normally.</p>
</div>
<div class="paragraph">
<p>Finally, enable those services you want to start on boot. In our example here, we will enable the default and ssl broker services to start on boot, but not the DFM broker:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>systemctl enable p4broker_1
systemctl enable p4broker_1_ssl</pre>
</div>
</div>
<div class="paragraph">
<p>You must be aware of which configurations listen on the same port, and not try to runs those configurations concurrently. In this case, ensure the default and dfm brokers don’t run at the same time. So, for example, you might start a maintenance window with:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>sudo systemctl stop p4broker_1 p4d_1
sudo systemctl start p4broker_1_dfm</pre>
</div>
</div>
<div class="paragraph">
<p>and end maintenance in the opposite order:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>sudo systemctl stop p4broker_1_dfm
sudo systemctl start p4broker_1 p4d_1</pre>
</div>
</div>
<div class="paragraph">
<p>Details may vary depending on what is occurring during maintenance.</p>
</div>
</div>
</div>
<div class="sect4">
<h5 id="_configuring_sysv_init_scripts">4.2.2.2. Configuring SysV Init Scripts</h5>
<div class="paragraph">
<p>To configure services for an instance on systems using the SysV init mechanism, run these commands as the <code>root</code> user: Repeat this step for all instance init scripts you wish to configure as system services.</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cd /etc/init.d
ln -s /p4/1/bin/p4d_1_init
chkconfig --add p4d_1_init</pre>
</div>
</div>
<div class="paragraph">
<p>With that done, you can <code>start</code>/<code>stop</code>/<code>status</code> the service as <code>root</code> by running commands like:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>service p4d_1_init status
service p4d_1_init start
service p4d_1_init stop</pre>
</div>
</div>
<div class="paragraph">
<p>On SysV systems, you can also run the underlying init scripts directly as either the <code>root</code> or <code>perforce</code> user. If run as <code>root</code>, the script becomes <code>perforce</code> immediately, so that no processing occurs as root.</p>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_configuring_automatic_service_start_on_boot">4.2.3. Configuring Automatic Service Start on Boot</h4>
<div class="paragraph">
<p>You may want to configure your server machine such that the Helix Core Server for any given instance (and/or Proxy and/or Broker) will start automatically when the machine boots.</p>
</div>
<div class="paragraph">
<p>This is done using Systemd or Init scripts as covered below.</p>
</div>
<div class="sect4">
<h5 id="_automatic_start_for_systems_using_systemd">4.2.3.1. Automatic Start for Systems using systemd</h5>
<div class="paragraph">
<p>Once systemd services are configured, you can enable the service to start on boot with a command like this, run a s <code>root</code>:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>systemctl enable p4d_1</pre>
</div>
</div>
<div class="paragraph">
<p>The <code>enable</code> command configures the services to start automatically when the machine reboots, but does not immediately start the service. <em>Enabling services is optional</em>; you can start and stop the services manually regardless of whether it is enabled for automatic start on boot.</p>
</div>
</div>
<div class="sect4">
<h5 id="_for_systems_using_the_sysv_init_mechanism">4.2.3.2. For systems using the SysV init mechanism</h5>
<div class="paragraph">
<p>Once SysV services are configured, you can enable the service to start on boot with a command like this, run as <code>root</code>:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>chkconfig p4d_1_init on</pre>
</div>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_sdp_crontab_templates">4.2.4. SDP Crontab Templates</h4>
<div class="paragraph">
<p>The SDP includes basic crontab templates for master, replica, and edge servers in:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/common/etc/cron.d</pre>
</div>
</div>
<div class="paragraph">
<p>These define schedules for routine checkpoint operations, replica status checks, and email reviews.</p>
</div>
</div>
<div class="sect3">
<h4 id="_completing_your_server_configuration">4.2.5. Completing Your Server Configuration</h4>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Ensure that the admin user configured above has the correct password defined in <code>/p4/common/config/.p4passwd.p4_1.admin</code>, and then run the <code>p4login1</code> script (which calls the <code>p4 login</code> command using the <code>.p4passwd.p4_1.admin</code> file).</p>
</li>
<li>
<p>For new server instances, run this script, which sets several recommended configurables:</p>
<div class="literalblock">
<div class="content">
<pre>cd /p4/sdp/Server/setup/configure_new_server.sh 1</pre>
</div>
</div>
</li>
</ol>
</div>
<div class="paragraph">
<p>For existing servers, examine this file, and manually apply the <code>p4 configure</code> command to set configurables on your Perforce server instance.</p>
</div>
<div class="paragraph">
<p>Initialize the perforce user’s crontab with one of these commands:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>crontab /p4/p4.crontab</pre>
</div>
</div>
<div class="paragraph">
<p>and customize execution times for the commands within the crontab files to suite the specific installation.</p>
</div>
<div class="paragraph">
<p>The SDP uses wrapper scripts in the crontab: <code>run_if_master.sh</code>, <code>run_if_edge.sh</code>, <code>run_if_replica.sh</code>. We suggest you ensure these are working as desired, e.g.</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/common/bin/run_if_master.sh 1 echo yes
/p4/common/bin/run_if_replica.sh 1 echo yes
/p4/common/bin/run_if_edge.sh 1 echo yes</pre>
</div>
</div>
<div class="paragraph">
<p>The above should output <code>yes</code> if you are on the master (commit) machine (or replica/edge as appropriate), but otherwise nothing. Any issues with the above indicate incorrect values for <code>$MASTER_ID</code>, or for other values within <code>/p4/common/config/p4_1.vars</code> (assuming instance <code>1</code>). You can debug this with:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>bash -xv /p4/common/bin/run_if_master.sh 1 echo yes</pre>
</div>
</div>
<div class="paragraph">
<p>If in doubt contact support.</p>
</div>
</div>
<div class="sect3">
<h4 id="_validating_your_sdp_installation">4.2.6. Validating your SDP installation</h4>
<div class="paragraph">
<p>Source your SDP environment variables and check that they look appropriate - for <instance> <code>1</code>:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>source /p4/common/bin/p4_vars 1</pre>
</div>
</div>
<div class="paragraph">
<p>The output of <code>p4 set</code> should be something like:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>P4CONFIG=/p4/1/.p4config (config 'noconfig')
P4ENVIRO=/dev/null/.p4enviro
P4JOURNAL=/p4/1/logs/journal
P4LOG=/p4/1/logs/log
P4PCACHE=/p4/1/cache
P4PORT=ssl:1666
P4ROOT=/p4/1/root
P4SSLDIR=/p4/ssl
P4TICKETS=/p4/1/.p4tickets
P4TRUST=/p4/1/.p4trust
P4USER=perforce</pre>
</div>
</div>
<div class="paragraph">
<p>There is a script <code>/p4/common/bin/verify_sdp.sh</code>. Run this specifying the <instance> id, e.g.</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/common/bin/verify_sdp.sh 1</pre>
</div>
</div>
<div class="paragraph">
<p>The output should be something like:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>verify_sdp.sh v5.6.1 Starting SDP verification on host helixcorevm1 at Fri 2020-08-14 17:02:45 UTC with this command line:
/p4/common/bin/verify_sdp.sh 1</pre>
</div>
</div>
<div class="literalblock">
<div class="content">
<pre>If you have any questions about the output from this script, contact support@perforce.com.
------------------------------------------------------------------------------
Doing preflight sanity checks.
Preflight Check: Ensuring these utils are in PATH: date ls grep awk id head tail
Verified: Essential tools are in the PATH.
Preflight Check: cd /p4/common/bin
Verified: cd works to: /p4/common/bin
Preflight Check: Checking current user owns /p4/common/bin
Verified: Current user [perforce] owns /p4/common/bin
Preflight Check: Checking /p4 and /p4/<instance> are local dirs.
Verified: P4HOME has expected value: /p4/1
Verified: This P4HOME path is not a symlink: /p4/1
Verified: cd to /p4 OK.
Verified: Dir /p4 is a local dir.
Verified: cd to /p4/1 OK.
Verified: P4HOME dir /p4/1 is a local dir.</pre>
</div>
</div>
<div class="paragraph">
<p>Finishing with:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>Verifications completed, with 0 errors and 0 warnings detected in 57 checks.</pre>
</div>
</div>
<div class="paragraph">
<p>If it mentions something like:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>Verifications completed, with 2 errors and 1 warnings detected in 57 checks.</pre>
</div>
</div>
<div class="paragraph">
<p>then review the details. If in doubt contact Perforce Support: <a href="mailto:support@perforce.com">support@perforce.com</a></p>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_setting_your_login_environment_for_convenience">4.3. Setting your login environment for convenience</h3>
<div class="paragraph">
<p>Consider adding this to your <code>.bashrc</code> for the perforce user as a convenience for when you login:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>echo "source /p4/common/bin/p4_vars 1" >> ~/.bashrc</pre>
</div>
</div>
<div class="paragraph">
<p>Obviously if you have multiple instances on the same machine you might want to setup an alias or two to quickly switch between them.</p>
</div>
</div>
<div class="sect2">
<h3 id="_configuring_protections_file_types_monitoring_and_security">4.4. Configuring protections, file types, monitoring and security</h3>
<div class="paragraph">
<p>After the server instance is installed and configured, either with the Helix Installer or a manual installation, most sites will want to modify server permissions ("Protections") and security settings. Other common configuration steps include modifying the file type map and enabling process monitoring. To configure permissions, perform the following steps:</p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>To set up protections, issue the <code>p4 protect</code> command. The protections table is displayed.</p>
</li>
<li>
<p>Delete the following line:</p>
<div class="literalblock">
<div class="content">
<pre>write user * * //depot/...</pre>
</div>
</div>
</li>
<li>
<p>Define protections for your repository using groups. Perforce uses an inclusionary model. No access is given by default, you must specifically grant access to users/groups in the protections table. It is best for performance to grant users specific access to the areas of the depot that they need rather than granting everyone open access, and then trying to remove access via exclusionary mappings in the protect table even if that means you end up generating a larger protect table.</p>
</li>
<li>
<p>To set the default file types, run the p4 typemap command and define typemap entries to override Perforce’s default behavior.</p>
</li>
<li>
<p>Add any file type entries that are specific to your site. Suggestions:</p>
<div class="ulist">
<ul>
<li>
<p>For already-compressed file types (such as <code>.zip</code>, <code>.gz</code>, <code>.avi</code>, <code>.gif</code>), assign a file type of <code>binary+Fl</code> to prevent p4d from attempting to compress them again before storing them.</p>
</li>
<li>
<p>For regular binary files, add <code>binary+l</code> to make so that only one person at a time can check them out.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>A sample file is provided in <code>$SDP/Server/config/typemap</code></p>
</div>
</li>
</ol>
</div>
<div class="paragraph">
<p>If you are doing things like games development with <code>Unreal Engine</code> or <code>Unity</code>, then there
are specific recommended typemap to add in KB articles: <a href="https://community.perforce.com/s/">Search the Knowledge Base</a></p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>To make your changelists default to restricted (for high security environments):</p>
<div class="literalblock">
<div class="content">
<pre>p4 configure set defaultChangeType=restricted</pre>
</div>
</div>
</li>
</ol>
</div>
</div>
<div class="sect2">
<h3 id="_operating_system_configuration">4.5. Operating system configuration</h3>
<div class="paragraph">
<p>Check <a href="#_maximizing_server_performance">Chapter 8, <em>Maximizing Server Performance</em></a> for detailed recommendations.</p>
</div>
<div class="sect3">
<h4 id="_configuring_email_for_notifications">4.5.1. Configuring email for notifications</h4>
<div class="paragraph">
<p>Use Postfix - which Integrates easily with Gmail, Office365 etc. Examples:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><a href="https://www.howtoforge.com/tutorial/configure-postfix-to-use-gmail-as-a-mail-relay/" class="bare">https://www.howtoforge.com/tutorial/configure-postfix-to-use-gmail-as-a-mail-relay/</a></p>
</li>
<li>
<p><a href="https://support.google.com/accounts/answer/185833?hl=en#zippy=%2Cwhy-you-may-need-an-app-password" class="bare">https://support.google.com/accounts/answer/185833?hl=en#zippy=%2Cwhy-you-may-need-an-app-password</a></p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Please note that for Gmail:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>You must turn on 2FA for the account which is trying to create an app password</p>
</li>
<li>
<p>The organisation must allow 2FA (2-Step Verification) - this is somethings turned off in Gsuite.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Testing of email once configured:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>echo "Test email" | mail -s "Test email subject" user@example.com</pre>
</div>
</div>
<div class="paragraph">
<p>If there are problems sending email, then this may find the problem:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>grep postfix /var/log/*</pre>
</div>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_other_server_configurables">4.6. Other server configurables</h3>
<div class="paragraph">
<p>There are various configurables that you should consider setting for your server instance.</p>
</div>
<div class="paragraph">
<p>Some suggestions are in the file: <code>$SDP/Server/setup/configure_new_server.sh</code></p>
</div>
<div class="paragraph">
<p>Review the contents and either apply individual settings manually, or edit the file and apply the newly edited version. If you have any questions, please see the <a href="https://www.perforce.com/manuals/cmdref/Content/CmdRef/configurables.configurables.html">configurables section in Command Reference Guide appendix</a> (get the right version for your server!). You can also contact support regarding questions.</p>
</div>
</div>
<div class="sect2">
<h3 id="_archiving_configuration_files">4.7. Archiving configuration files</h3>
<div class="paragraph">
<p>Now that the server instance is running properly, copy the following configuration files to the hxdepots volume for backup:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Any init scripts used in <code>/etc/init.d</code> or any systemd scripts to <code>/etc/systemd/system</code></p>
</li>
<li>
<p>A copy of the crontab file, obtained using <code>crontab -l</code>.</p>
</li>
<li>
<p>Any other relevant configuration scripts, such as cluster configuration scripts, failover scripts, or disk failover configuration files.</p>
</li>
</ul>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_backup_replication_and_recovery">5. Backup, Replication, and Recovery</h2>
<div class="sectionbody">
<div class="paragraph">
<p>Perforce server instances maintain <em>metadata</em> and <em>versioned files</em>. The metadata contains all the information about the files in the depots. Metadata resides in database (db.*) files in the server instance’s root directory (P4ROOT). The versioned files contain the file changes that have been submitted to the repository. Versioned files reside on the hxdepots volume.</p>
</div>
<div class="paragraph">
<p>This section assumes that you understand the basics of Perforce backup and recovery. For more information, consult the Perforce <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/chapter.backup.html">System Administrator’s Guide</a> and <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/failover.html#Failover">failover</a>.</p>
</div>
<div class="sect2">
<h3 id="_typical_backup_procedure">5.1. Typical Backup Procedure</h3>
<div class="paragraph">
<p>The SDP’s maintenance scripts, run as <code>cron</code> tasks, periodically back up the metadata. The weekly sequence is described below.</p>
</div>
<div class="paragraph">
<p><strong>Seven nights a week, perform the following tasks:</strong></p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Truncate the active journal.</p>
</li>
<li>
<p>Replay the journal to the offline database. (Refer to Figure 2: SDP Runtime Structure and Volume Layout for more information on the location of the live and offline databases.)</p>
</li>
<li>
<p>Create a checkpoint from the offline database.</p>
</li>
<li>
<p>Recreate the offline database from the last checkpoint.</p>
</li>
</ol>
</div>
<div class="paragraph">
<p><strong>Once a week, perform the following tasks:</strong></p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Verify all depot files.</p>
</li>
</ol>
</div>
<div class="paragraph">
<p><strong>Once every few months, perform the following tasks:</strong></p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Stop the live server instance.</p>
</li>
<li>
<p>Truncate the active journal.</p>
</li>
<li>
<p>Replay the journal to the offline database. (Refer to Figure 2: SDP Runtime Structure and Volume Layout for more information on the location of the live and offline databases.)</p>
</li>
<li>
<p>Archive the live database.</p>
</li>
<li>
<p>Move the offline database to the live database directory.</p>
</li>
<li>
<p>Start the live server instance.</p>
</li>
<li>
<p>Create a new checkpoint from the archive of the live database.</p>
</li>
<li>
<p>Recreate the offline database from the last checkpoint.</p>
</li>
<li>
<p>Verify all depots.</p>
</li>
</ol>
</div>
<div class="paragraph">
<p>This normal maintenance procedure puts the checkpoints (metadata snapshots) on the hxdepots volume, which contains the versioned files. Backing up the hxdepots volume with a normal backup utility like <em>rsync</em> preserves the critical assets necessary for recovery.</p>
</div>
<div class="paragraph">
<p>To ensure that the backup does not interfere with the metadata backups (checkpoints), coordinate backup of the hxdepots volume using the SDP maintenance scripts.</p>
</div>
<div class="paragraph">
<p>The preceding maintenance procedure minimizes service outage, because checkpoints are created from offline or saved databases while the live p4d server process is running on the live databases in P4ROOT.</p>
</div>
<div class="admonitionblock note">
<table>
<tr>
<td class="icon">
<i class="fa icon-note" title="Note"></i>
</td>
<td class="content">
With no additional configuration, the normal maintenance prevents loss of more than one day’s metadata changes. To provide an optimal <a href="http://en.wikipedia.org/wiki/Recovery_point_objective">Recovery Point Objective</a> (RPO), the SDP provides additional tools for replication.
</td>
</tr>
</table>
</div>
</div>
<div class="sect2">
<h3 id="_planning_for_ha_and_dr">5.2. Planning for HA and DR</h3>
<div class="paragraph">
<p>The concepts for HA (High Availability) and DR (Disaster Recovery) are fairly similar - they are both types of Helix Core replica.</p>
</div>
<div class="paragraph">
<p>When you have server specs with <code>Services</code> field set to <code>commit-server</code>, <code>standard</code>, or <code>edge-server</code> - see <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/deployment-architecture.html">deployment architectures</a> you
should consider your requirements for how to recover from a failure to any such servers.</p>
</div>
<div class="paragraph">
<p>See also <a href="https://community.perforce.com/s/article/5434">Replica types and use cases</a></p>
</div>
<div class="paragraph">
<p>The key issues are around ensuring that you have have appropriate values for the following measures for your Helix Core installation:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>RTO - Recovery Time Objective - how long will it take you to recover to a backup?</p>
</li>
<li>
<p>RPO - Recovery Point Objective - how much data are you prepared to risk losing if you have to failover to a backup server?</p>
</li>
</ul>
</div>
<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 (e.g. network)</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>So, if your main <code>commit-server</code> fails, how fast should be you be able to be up and running again, and how much data might you be prepared to lose? What is the potential disruption to your organisation if the Helix Core repository is down? How many people would be impacted in some way?</p>
</div>
<div class="paragraph">
<p>You also need to consider the costs of your mitigation strategies. For example, this can range from:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>taking a backup once per 24 hours and requiring maybe an hour or two to restore it. Thus you might lose up to 24 hours of work for an unplanned failure, and require several hours to restore.</p>
</li>
<li>
<p>having a high availability replica which is a mirror of the server hardware and ready to take over within minutes if required</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Having a replica for HA or DR is likely to reduce your RPO and RTO to well under an hour (<10 minutes if properly prepared for) - at the cost of the resources to run such a replica, and the management overhead to monitor it appropriately.</p>
</div>
<div class="paragraph">
<p>Typically we would define:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>An HA replica is close to its upstream server, e.g. in the same Data Center - this minimizes the latency for replication, and reduces RPO</p>
</li>
<li>
<p>A DR replica is in a more remote location, so maybe risks being further behind in replication (thus higher RPO), but mitigates against catastrophic loss of a data center or similar. Note that "further behind" is still typically seconds for metadata, but can be minutes for submits with many GB of files.</p>
</li>
</ul>
</div>
<div class="sect3">
<h4 id="_further_resources">5.2.1. Further Resources</h4>
<div class="ulist">
<ul>
<li>
<p><a href="https://community.perforce.com/s/article/3166">High Reliability Solutions</a></p>
</li>
</ul>
</div>
</div>
<div class="sect3">
<h4 id="_creating_a_failover_replica_for_commit_or_edge_server">5.2.2. Creating a Failover Replica for Commit or Edge Server</h4>
<div class="paragraph">
<p>A commit server instance is the ultimate store for submitted data, and also for any workspace state (WIP - work in progress) for users directly working with the commit server (part of the same "data set")</p>
</div>
<div class="paragraph">
<p>An edge server instance maintains its own copy of workspace state (WIP). If you have people connecting to an edge server, then any workspaces they create (and files they open for some action) will be only stored on the edge server. Thus it is normally recommended to have an HA backup server, so that users don’t lose their state in case of failover.</p>
</div>
<div class="paragraph">
<p>There is a concept of a "build edge" which is an edge server which only supports build farm users. In this scenario it may be deemed acceptable to not have an HA backup server, since in the case of failure of the edge, it can be re-seeded from the commit server. All build farm clients would be recreated from scratch so there would be no problems.</p>
</div>
</div>
<div class="sect3">
<h4 id="_what_is_a_failover_replica">5.2.3. What is a Failover Replica?</h4>
<div class="paragraph">
<p>As of 2018.2 release, p4d supports a <code>p4 failover</code> command that performs a failover to a <code>standby</code> replica (i.e. a replica with <code>Services:</code> field value set to <code>standby</code> or <code>forwarding-standby</code>). Such a replica performs a <code>journalcopy</code> replication of metadata, with a local pull thread to update its <code>db.*</code> files.</p>
</div>
<div class="paragraph">
<p>See also: <a href="https://community.perforce.com/s/article/16462">Configuring a Helix Core Standby</a>.</p>
</div>
<div class="paragraph">
<p>On Unix the SDP script <a href="#_using_mkrep_sh">Section 5.3.4, “Using mkrep.sh”</a> greatly simplifies the process of setting up a replica suitable for use with the <code>p4 failover</code> command.</p>
</div>
</div>
<div class="sect3">
<h4 id="_mandatory_vs_non_mandatory_standbys">5.2.4. Mandatory vs Non-mandatory Standbys</h4>
<div class="paragraph">
<p>You can modify the server spec of a <code>standby</code> replica to make it <code>mandatory</code>.</p>
</div>
<div class="paragraph">
<p>When a <code>standby</code> server instance is configured as mandatory, the master/commit server will wait until this server confirms it has processed journal data before allow that journal data to be released to other replicas. This can simplify failover, since it provides a guarantee that no downstream servers are <strong>ahead</strong> of the replica.</p>
</div>
<div class="paragraph">
<p>Thus downstream servers can simply be re-directed to point to the standby and will carry on working without problems.</p>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
If a server which is marked as <code>mandatory</code> goes offline for any reason, the replication to other replicas will stop replicating. In this scenario, the server spec of the replica can be changed to <code>nomandatory</code>, and then replication will immediately resume (so long as the replication has not been offline for too long, typically several days or weeks depending on the KEEPJNLS setting).
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>If set to <code>nomandatory</code> then there is no risk of delaying downstream replicas, however there is equally no guarantee that they will be able to switch seamlessly over to the new server.</p>
</div>
<div class="admonitionblock note">
<table>
<tr>
<td class="icon">
<i class="fa icon-note" title="Note"></i>
</td>
<td class="content">
We recommend creating <code>mandatory</code> replica(s) if the server is local to its commit server, and also if you have good monitoring in place to quickly detect replication lag or other issues.
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>To change a server spec to be <code>mandatory</code> or <code>nomandatory</code>, modify the server spec with a command like <code>p4 server p4d_ha_bos</code> to edit the form, and then change the value in the <code>Options:</code> field to be as desired, <code>mandatory</code> or <code>nomandatory</code>, and the save and exit the editor.</p>
</div>
</div>
<div class="sect3">
<h4 id="_server_host_naming_conventions">5.2.5. Server host naming conventions</h4>
<div class="paragraph">
<p>This is recommended, but not a requirement for SDP scripts to implement failover.</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Use a name that does not indicate switchable roles, e.g. don’t indicate in the name whether a host is a master/primary or backup, or edge server and its backup. This might otherwise lead to confusion once you have performed a failover and the host name is no longer appropriate.</p>
</li>
<li>
<p>Use names ending numeric designators, e.g. -01 or -05. The goal is to avoid being in a post-failover situation where a machine with <code>master</code> or <code>primary</code> is actually the backup. Also, the assumption is that host names will never need to change.</p>
</li>
<li>
<p>While you don’t want switchable roles baked into the hostname, you can have static roles, e.g. use p4d vs. p4p in the host name (as those generally don’t change). The p4d could be primary, standby, edge, edge’s standby (switchable roles).</p>
</li>
<li>
<p>Using a short geographic site is sometimes helpful/desirable. If used, use the same site tag used in the ServerID, e.g. aus.</p>
<div class="paragraph">
<p>Valid site tags should be listed in: <code>/p4/common/config/SiteTags.cfg</code> - see <a href="#_sitetags_cfg">Section 5.3.4.1, “SiteTags.cfg”</a></p>
</div>
</li>
<li>
<p>Using a short tag to indicate the major OS version is <strong>sometimes</strong> helpful/desirable, eg. c7 for CentOS 7, or r8 for RHEL 8. This is based on the idea that when the major OS is upgraded, you either move to new hardware, or change the host name (an exception to the rule above about never changing the hostname). This option maybe overkill for many sites.</p>
</li>
<li>
<p>End users should reference a DNS name that may include the site tag, but would exclude the number, OS indicator, and server type (<code>p4d</code>/<code>p4p</code>/<code>p4broker</code>), replacing all that with just <code>perforce</code> or optionally just <code>p4</code>. General idea is that users needn’t be bothered by under-the-covers tech of whether something is a proxy or replica.</p>
</li>
<li>
<p>For edge servers, it is advisable to include <code>edge</code> in both the host and DNS name, as users and admins needs to be aware of the functional differences due to a server being an edge server.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Examples:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>p4d-aus-r7-03</code>, a master in Austin on RHEL 7, pointed to by a DNS name like <code>p4-aus</code>.</p>
</li>
<li>
<p><code>p4d-aus-03</code>, a master in Austin (no indication of server OS), pointed to by a DNS name like <code>p4-aus</code>.</p>
</li>
<li>
<p><code>p4d-aus-r7-04</code>, a standby replica in Austin on RHEL 7, not pointed to by a DNS until failover, at which point it gets pointed to by <code>p4-aus</code>.</p>
</li>
<li>
<p><code>p4p-syd-r8-05</code>, a proxy in Sydney on RHEL 8, pointed to by a DNS name like <code>p4-syd</code>.</p>
</li>
<li>
<p><code>p4d-syd-r8-04</code>, a replica that replaced the proxy in Sydney, on RHEL 8, pointed to by a DNS name like <code>p4-syd</code> (same as the proxy it replaced).</p>
</li>
<li>
<p><code>p4d-edge-tok-s12-03</code>, an edge in Tokyo running SuSE12, pointed to by a DNS name like <code>p4edge-tok</code>.</p>
</li>
<li>
<p><code>p4d-edge-tok-s12-04</code>, a replica of an edge in Tokyo running SuSE12, not pointed to by a DNS name until failover, at which point it gets pointed to by <code>p4edge-tok</code>.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>FQDNs (fully qualified DNS names) of short DNS names used in these examples would also exist, and would be based on the same short names.</p>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_full_one_way_replication">5.3. Full One-Way Replication</h3>
<div class="paragraph">
<p>Perforce supports a full one-way <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/replication.html">replication</a> of data from a master server to a replica, including versioned files. The <a href="https://www.perforce.com/manuals/cmdref/Content/CmdRef/p4_pull.html#p4_pull">p4 pull</a> command is the replication mechanism, and a replica server can be configured to know it is a replica and use the replication command. The p4 pull mechanism requires very little configuration and no additional scripting. As this replication mechanism is simple and effective, we recommend it as the preferred replication technique. Replica servers can also be configured to only contain metadata, which can be useful for reporting or offline checkpointing purposes. See the Distributing Perforce Guide for details on setting up replica servers.</p>
</div>
<div class="paragraph">
<p>If you wish to use the replica as a read-only server, you can use the <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/chapter.broker.html">P4Broker</a> to direct read-only commands to the replica or you can use a forwarding replica. The broker can do load balancing to a pool of replicas if you need more than one replica to handle your load.</p>
</div>
<div class="sect3">
<h4 id="_replication_setup">5.3.1. Replication Setup</h4>
<div class="paragraph">
<p>To configure a replica server, first configure a machine identically to the master server (at least as regards the link structure such as <code>/p4</code>, <code>/p4/common/bin</code> and <code>/p4/<strong><em>instance</em></strong>/*</code>), then install the SDP on it to match the master server installation. Once the machine and SDP install is in place, you need to configure the master server for replication.</p>
</div>
<div class="paragraph">
<p>Perforce supports many types of replicas suited to a variety of purposes, such as:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Real-time backup,</p>
</li>
<li>
<p>Providing a disaster recovery solution,</p>
</li>
<li>
<p>Load distribution to enhance performance,</p>
</li>
<li>
<p>Distributed development,</p>
</li>
<li>
<p>Dedicated resources for automated systems, such as build servers, and more.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>We always recommend first setting up the replica as a read-only replica and ensuring that everything is working. Once that is the case you can easily modify server specs and configurables to change it to a forwarding replica, or an edge server etc.</p>
</div>
</div>
<div class="sect3">
<h4 id="_replication_setup_for_failover">5.3.2. Replication Setup for Failover</h4>
<div class="paragraph">
<p>This is just a special case of replication, but implementing <a href="#_what_is_a_failover_replica">Section 5.2.3, “What is a Failover Replica?”</a></p>
</div>
<div class="paragraph">
<p>Please note the section below <a href="#_using_mkrep_sh">Section 5.3.4, “Using mkrep.sh”</a> which implements many details.</p>
</div>
</div>
<div class="sect3">
<h4 id="_pre_requisites_for_failover">5.3.3. Pre-requisites for Failover</h4>
<div class="paragraph">
<p>These are vital as part of your planning.</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Obtain and install a license for your replica(s)</p>
<div class="paragraph">
<p>Your commit or standard server has a license file (tied to IP address), while your replicas do not require one to function as replicas.</p>
</div>
<div class="paragraph">
<p>However, in order for a replica to function as a replacement for a commit or standard server, it must have a suitable license installed.</p>
</div>
<div class="paragraph">
<p>This should be requested when the replica is first created. See the form: <a href="https://www.perforce.com/support/duplicate-server-request" class="bare">https://www.perforce.com/support/duplicate-server-request</a></p>
</div>
</li>
<li>
<p>Review your authentication mechanism (LDAP etc) - is the LDAP server contactable from the replica machine (firewalls etc configured appropriately).</p>
</li>
<li>
<p>Review all your triggers and how they are deployed - will they work on the failover host?</p>
<div class="paragraph">
<p>Is the right version of Perl/Python etc correctly installed and configured on the failover host with all imported libraries?</p>
</div>
</li>
</ul>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
TEST, TEST, TEST!!! It is important to test the above issues as part of your planning. For peace of mind you don’t want to be finding problems at the time of trying to failover for real, which may be in the middle of the night!
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>On Linux:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Review the configuration of options such as <a href="#_ensure_transparent_huge_pages_thp_is_turned_off">Section 8.1, “Ensure Transparent Huge Pages (THP) is turned off”</a> and also <a href="#_putting_server_locks_directory_into_ram">Section 8.2, “Putting server.locks directory into RAM”</a> are correctly configured for your HA server machine - otherwise you <strong>risk reduced performance</strong> after failover.</p>
</li>
</ul>
</div>
</div>
<div class="sect3">
<h4 id="_using_mkrep_sh">5.3.4. Using mkrep.sh</h4>
<div class="paragraph">
<p>The SDP <code>mkrep.sh</code> script should be used to expand your Helix Topology, e.g. adding replicas and edge servers.</p>
</div>
<div class="admonitionblock note">
<table>
<tr>
<td class="icon">
<i class="fa icon-note" title="Note"></i>
</td>
<td class="content">
When creating server machines to be used as Helix servers, the server machines should be named following a well-designed host naming convention. The SDP has no dependency on the convention used, and so any existing local naming convention can be applied. The SDP includes a suggested naming convention in <a href="#_server_host_naming_conventions">Section 5.2.5, “Server host naming conventions”</a>
</td>
</tr>
</table>
</div>
<div class="listingblock">
<div class="title">Usage</div>
<div class="content">
<pre class="highlight"><code>USAGE for mkrep.sh v2.7.9:
mkrep.sh -i <SDP_Instance> -t <Type> -s <Site_Tag> -r <Replica_Host> [-f <From_Edge_ServerID>] [-p] [-L <log>] [-v<n>] [-n] [-D]
or
mkrep.sh [-h|-man|-V]
DESCRIPTION:
This script simplifies the task of creating Helix Core replicas and
edge servers, and helps ensure they are setup with best practices.
This script does all the metadata configuration to be executed on the
master server that must be baked into a seed checkpoint for creating
the replica/edge. It also provides enough information to create,
transfer, and load seed checkpoints into the replica/edge. This
essentially captures the planning for a new replica, and can be
done before the physical infrastructure (hardware and storage) is
ready.
Before using this script, a set of geographic site tags must be defined.
See the FILES: below for details on a site tags.
This script adheres to the these SDP Standards:
* Server Spec Naming Standard: https://swarm.workshop.perforce.com/projects/perforce-software-sdp/view/main/doc/SDP_Guide.Unix.html#_server_spec_naming_standard
* Journal Prefix Standard: https://swarm.workshop.perforce.com/projects/perforce-software-sdp/view/main/doc/SDP_Guide.Unix.html#_the_journalprefix_standard
This script does the following to help create a replica or edge server:
* Generates the server spec for the the replica.
* Generates a server spec for master server (if needed).
* Sets configurables ('p4 configure' settings) for replication.
* Selects the correct 'Services' based on replica type.
* Creates service user for the replica, and sets a password.
* Creates service user for the master (if needed), and sets a password.
* Adds newly created service users to the group 'ServiceUsers'.
* Verifies the group ServiceUsers is granted super access in the
protections table (and with the '-p', updates Protections).
After these steps are completed, detailed instructions are presented
to the user through the remaining steps needed to complete the
deployment of the replica. This starts with creating a new
checkpoint to capture all the metadata changes made by this
script.
SERVICE USERS:
Service users created by this type are always of type 'service',
and so will not consume a licensed seat.
Service users also have an 'AuthMethod' of 'perforce' (not
'ldap') as is required by 'p4d' for 'service' users. Passwords
set for service users are long 32 character random strings
that are not stored, as they are never needed. Login tickets for
service users are generated using: p4login -service -v
OPTIONS:
-i <SDP_Instance>
Specify the SDP Instance.
-t <Type>
Specify the replica type tag. The type corresponds to the 'Type:' and
'Services:' field of the server spec, which describes the type of services
offered by a given replica.
Valid values are:
* ha: High Availability standby replica, for 'p4 failover' (P4D 2018.2+)
* ham: High Availability metadata-only standby replica, for 'p4 failover' (P4D 2018.2+)
* ro: Read-Only standby replica.
* rom: Read-Only standby replica, Metadata only.
* fr: Forwarding Replica (Unfiltered).
* fs: Forwarding Standby (Unfiltered).
* frm: Forwarding Replica (Unfiltered, Metadata only).
* fsm: Forwarding Standby (Unfiltered, Metadata only).
* ffr: Filtered Forwarding Replica. Not a valid failover target.
* edge: Edge Server. Filtered by definition.
Replicas with 'standby' are always unfiltered, and use the 'journalcopy'
method of replication, which copies a byte-for-byte verbatim journal file
rather than one that is merely logically equivalent.
The tag has several purposes:
1. Short Hand. Each tag represents a combination of 'Type:' and fully
qualified 'Services:' values used in server specs.
2. Distillation. Only the most useful Type/Services combinations have a
shorthand form.
3. For forwarding replicas, the name includes the critical distinction of
whether any replication filtering is used; as filtering of any kind disqualifies
a replica from being a potential failover target. (No such distinction is
needed for edge servers, which are filtered by definition).
-s <Site_Tag>
Specify a geographic site tag indicating the location and/or data center where
the replica will physically be located. Valid site tags are defined in the site
tags file:
/p4/common/config/SiteTags.cfg
-r <Replica_Host>
Specify the DNS name of the server machine on which this replica will
run. This is used in the 'ExternalAddress:' field of the replica's
ServerID, and also used in instructions to the user for steps after
metadata configuration is done by this script.
-f <From_Edge_ServerID>
Specify ServerID of the P4TARGET server from which we are replicating.
This is used to populate the 'ReplicatingFrom' field of the server
spec. The value must be a valid ServerID.
By default, this is determined dynamically by checking the ServerID
of the master server. This option should be used if the target is
something OTHER THAN the master. For example, to create an HA replica
of an edge server, you might specify something like '-f p4d_edge_syd'.
-p This script performs a check to ensure that the Protections table grants
super access to the group ServiceUsers.
By default, an error is displayed if the check fails, i.e. if super user
access for the group ServiceUsers cannot be verified. This is
because, by default, we want to avoid making changes to the Protections
table. Some sites have local policies or custom automation that requires
site-specific procedures to update the Protections table.
If '-p' is specified, an attempt is made to append the Protections table
an entry like:
super group ServiceUsers * //...
-v<n> Set verbosity 1-5 (-v1 = quiet, -v5 = highest).
-L <log>
Specify the path to a log file, or the special value 'off' to disable
logging. By default, all output (stdout and stderr) goes in the logs
directory referenced by $LOGS environment variable, in a file named
mkrep.<timestamp>.log
NOTE: This script is self-logging. That is, output displayed on the screen
is simultaneously captured in the log file. Do not run this script with
redirection operators like '> log' or '2>&1', and do not use 'tee.'
-n No-Op. Prints commands instead of running them.
-D Set extreme debugging verbosity.
HELP OPTIONS:
-h Display short help message
-man Display man-style help message
-V Display version info for this script and its libraries.
FILES:
This Site Tags file defines the list of valid geographic site tags:
/p4/common/config/SiteTags.cfg
The contains one-line entries of the form:
<tag>: <description>
where <tag> is a short alphanumeric tag name for a geographic location,
data center, or other useful distinction. This tag is incorporated into
the ServerID of replicas or edge servers created by this script. Tag
names should be kept short, ideally no more than about 5 characters in
length.
The <description> is a one-line text description of what the tag
refers to, which may contain spaces and ASCII punctuation.
Blank lines and lines starting with a '#' are considered comments
and are ignored.
REPLICA SERVER MACHINE SETUP:
The replica/edge server machine must be have the SDP structure installed,
either using the mkdirs.sh script included in the SDP, or the Helix
Installer for 'green field' installations.
When setting up an edge server, a replica of an edge server, or filtered
replica, confirm that the JournaPrefix Standard (see URL above) structure
has the separate checkpoints folder as identified in the 'Second Form' in
the standard. A baseline SDP structure can typically be extended by running
commands like like these samples (assuming a ServerID of p4d_edge_syd or
p4d_ha_edge_syd):
mkdir /hxdepots/p4/1/checkpoints.edge_syd
cd /p4/1
ln -s /hxdepots/p4/1/checkpoints.edge_syd
EXAMPLES:
EXAMPLE 1 - Set up a High Availability (HA) Replica of the master.
Add an HA replica to instance 1 to run on host bos-helix-02:
mkrep.sh -i 1 -t ha -s bos -r bos-helix-02
EXAMPLE 2 - Add an Edge Server to the topology.
Add an Edge server to instance acme to run on host syd-helix-04:
mkrep.sh -i acme -t edge -s syd -r syd-helix-04
EXAMPLE 3 - Setup an HA replica of an edge server.
Add a HA replica of the edge server to instance acme to run on host syd-helix-05:
mkrep.sh -i acme -t ha -f p4d_edge_syd -s syd -r syd-helix-05</code></pre>
</div>
</div>
<div class="sect4">
<h5 id="_sitetags_cfg">5.3.4.1. SiteTags.cfg</h5>
<div class="paragraph">
<p>The <code>mkrep.sh</code> documentation references a SiteTags.cfg file used to register short tag names for geographic sites. Location is: <code>/p4/common/config/SiteTags.cfg</code></p>
</div>
<div class="listingblock">
<div class="title">Example/Format</div>
<div class="content">
<pre># Valid Geographic site tags.
# Each is intended to indicate a geography, and optionally a specific Data
# Center (or Computer Room, or Computer Closet) within a given geographic
# location.
#
# The format is:
# Name:Description
# The Name must be alphanumeric only. The Description may contain spaces.
# Lines starting with # and blank lines are ignored.
bej: Beijing, China
bos: Boston, MA, USA
blr: Bangalore, India
chi: Chicago greater metro area
cni: Chennai, India
pune: Pune, India
lv: Las Vegas, NV, USA
mlb: Melbourne, Australia
syd: Sydney, Australia</pre>
</div>
</div>
</div>
<div class="sect4">
<h5 id="_output_of_mkrep_sh">5.3.4.2. Output of <code>mkrep.sh</code></h5>
<div class="paragraph">
<p>The output of <code>mkrep.sh</code> (which is also written to a log file in <code>/p4/<instance>/logs/mkrep.*</code>) describes a number of steps required to continue setting up the replica after the metadata configuration performed by the script is done.</p>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_addition_replication_setup">5.3.5. Addition Replication Setup</h4>
<div class="paragraph">
<p>In addition to steps recommended by <code>mkrep.sh</code>, there are other steps to be aware of to prepare a replica server machine.</p>
</div>
</div>
<div class="sect3">
<h4 id="_sdp_installation">5.3.6. SDP Installation</h4>
<div class="paragraph">
<p>The SDP must first be installed on the replica server machine. If SDP already exists on the machine but not for the current instance, then <code>mkdirs.sh</code> must be used to add a new instance to the machine.</p>
</div>
<div class="sect4">
<h5 id="_ssh_key_setup">5.3.6.1. SSH Key Setup</h5>
<div class="paragraph">
<p>SSH keys for the <code>perforce</code> operating system user should be setup to allow the <code>perforce</code> user to <code>ssh</code> and <code>rsync</code> among the Helix server machines in the topology. If no <code>~perforce/.ssh</code> directory exist on a machine, it can be created with this command:</p>
</div>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_recovery_procedures">5.4. Recovery Procedures</h3>
<div class="paragraph">
<p>There are three scenarios that require you to recover server data:</p>
</div>
<table class="tableblock frame-all grid-all stretch">
<colgroup>
<col style="width: 33.3333%;">
<col style="width: 33.3333%;">
<col style="width: 33.3334%;">
</colgroup>
<thead>
<tr>
<th class="tableblock halign-left valign-top">Metadata</th>
<th class="tableblock halign-left valign-top">Depotdata</th>
<th class="tableblock halign-left valign-top">Action required</th>
</tr>
</thead>
<tbody>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">lost or corrupt</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Intact</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Recover metadata as described below</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">Intact</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">lost or corrupt</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Call Perforce Support</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock">lost or corrupt</p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">lost or corrupt</p></td>
<td class="tableblock halign-left valign-top"><div class="content"><div class="paragraph">
<p>Recover metadata as described below.</p>
</div>
<div class="paragraph">
<p>Recover the hxdepots volume using your normal backup utilities.</p>
</div></div></td>
</tr>
</tbody>
</table>
<div class="paragraph">
<p>Restoring the metadata from a backup also optimizes the database files.</p>
</div>
<div class="sect3">
<h4 id="_recovering_a_master_server_from_a_checkpoint_and_journals">5.4.1. Recovering a master server from a checkpoint and journal(s)</h4>
<div class="paragraph">
<p>The checkpoint files are stored in the <code>/p4/<strong><em>instance</em></strong>/checkpoints</code> directory, and the most recent checkpoint is named <code>p4_<strong><em>instance</em></strong>.ckp.<strong><em>number</em></strong>.gz</code>. Recreating up-to-date database files requires the most recent checkpoint, from <code>/p4/<strong><em>instance</em></strong>/checkpoints</code> and the journal file from <code>/p4/<strong><em>instance</em></strong>/logs</code>.</p>
</div>
<div class="paragraph">
<p>To recover the server database manually, perform the following steps from the root directory of the server (/p4/instance/root).</p>
</div>
<div class="paragraph">
<p>Assuming instance 1:</p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Stop the Perforce Server by issuing the following command:</p>
<div class="literalblock">
<div class="content">
<pre>/p4/1/bin/p4_1 admin stop</pre>
</div>
</div>
</li>
<li>
<p>Delete the old database files in the <code>/p4/1/root/save</code> directory</p>
</li>
<li>
<p>Move the live database files (db.*) to the save directory.</p>
</li>
<li>
<p>Use the following command to restore from the most recent checkpoint.</p>
<div class="literalblock">
<div class="content">
<pre>/p4/1/bin/p4d_1 -r /p4/1/root -jr -z /p4/1/checkpoints/p4_1.ckp.####.gz</pre>
</div>
</div>
</li>
<li>
<p>To replay the transactions that occurred after the checkpoint was created, issue the following command:</p>
<div class="literalblock">
<div class="content">
<pre>/p4/1/bin/p4d_1 -r /p4/1/root -jr /p4/1/logs/journal</pre>
</div>
</div>
</li>
</ol>
</div>
<div class="olist arabic">
<ol class="arabic" start="6">
<li>
<p>Restart your Perforce server.</p>
</li>
</ol>
</div>
<div class="paragraph">
<p>If the Perforce service starts without errors, delete the old database files from <code>/p4/instance/root/save</code>.</p>
</div>
<div class="paragraph">
<p>If problems are reported when you attempt to recover from the most recent checkpoint, try recovering from the preceding checkpoint and journal. If you are successful, replay the subsequent journal.
If the journals are corrupted, contact <a href="mailto:support@perforce.com">Perforce Technical Support</a>.
For full details about backup and recovery, refer to the <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/chapter.backup.html">Perforce System Administrator’s Guide</a>.</p>
</div>
</div>
<div class="sect3">
<h4 id="_recovering_a_replica_from_a_checkpoint">5.4.2. Recovering a replica from a checkpoint</h4>
<div class="paragraph">
<p>This is very similar to creating a replica in the first place as described above.</p>
</div>
<div class="paragraph">
<p>If you have been running the replica crontab commands as suggested, then you will have the latest checkpoints from the master already copied across to the replica through the use of <a href="#_sync_replica_sh">Section 9.6.30, “sync_replica.sh”</a>.</p>
</div>
<div class="paragraph">
<p>See the steps in the script <a href="#_sync_replica_sh">Section 9.6.30, “sync_replica.sh”</a> for details (note that it deletes the state and rdb.lbr files from the replica root directory so that the replica starts replicating from the start of a journal).</p>
</div>
<div class="paragraph">
<p>Remember to ensure you have logged the service user in to the master server (and that the ticket is stored in the correct location as described when setting up the replica).</p>
</div>
</div>
<div class="sect3">
<h4 id="_recovering_from_a_tape_backup">5.4.3. Recovering from a tape backup</h4>
<div class="paragraph">
<p>This section describes how to recover from a tape or other offline backup to a new server machine if the server machine fails. The tape backup for the server is made from the hxdepots volume. The new server machine must have the same volume layout and user/group settings as the original server. In other words, the new server must be as identical as possible to the server that failed.</p>
</div>
<div class="paragraph">
<p>To recover from a tape backup, perform the following steps (assuming instance <code>1</code>):</p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Recover the hxdepots volume from your backup tape.</p>
</li>
<li>
<p>Create the <code>/p4</code> convenience directory on the OS volume.</p>
</li>
<li>
<p>Create the directories <code>/hxmetadata/p4/1/db1/save</code> and <code>/hxmetadata/p4/1/offline_db</code>.</p>
</li>
<li>
<p>Create the directories <code>/hxmetadata/p4/1/db2/save</code> and <code>/hxmetadata/p4/2/offline_db</code>.</p>
</li>
<li>
<p>Change ownership of these directories to the OS account that runs the Perforce processes.</p>
</li>
<li>
<p>Switch to the Perforce OS account, and create a link in the <code>/p4</code> directory to <code>/hxdepots/p4/1</code>.</p>
</li>
<li>
<p>Create a link in the <code>/p4</code> directory to <code>/hxdepots/p4/common</code>.</p>
</li>
<li>
<p>As a super-user, reinstall and enable the Systemd service files or or SysV init scripts.</p>
</li>
<li>
<p>Find the last available checkpoint, under <code>/p4/1/checkpoints</code></p>
</li>
<li>
<p>Recover the latest checkpoint by running:</p>
<div class="literalblock">
<div class="content">
<pre>/p4/1/bin/p4d_1 -r /p4/1/root -jr -z <last_ckp_file></pre>
</div>
</div>
</li>
<li>
<p>Recover the checkpoint to the offline_db directory (assuming instance 1):</p>
<div class="literalblock">
<div class="content">
<pre>/p4/1/bin/p4d_1 -r /p4/1/offline_db -jr -z <last_ckp_file></pre>
</div>
</div>
</li>
<li>
<p>Reinstall the Perforce server license to the server root directory.</p>
</li>
<li>
<p>Start the perforce service by running 1/p4/1/bin/p4d_1_init start`</p>
</li>
<li>
<p>Verify that the server instance is running.</p>
</li>
<li>
<p>Reinstall the server crontab or scheduled tasks.</p>
</li>
<li>
<p>Perform any other initial server machine configuration.</p>
</li>
<li>
<p>Verify the database and versioned files by running the <code>p4verify.sh</code> script. Note that files using the <a href="https://www.perforce.com/manuals/cmdref/Content/CmdRef/file.types.synopsis.modifiers.html">+k</a> file type modifier might be reported as BAD! after being moved. Contact Perforce Technical Support for assistance in determining if these files are actually corrupt.</p>
</li>
</ol>
</div>
</div>
<div class="sect3">
<h4 id="_failover_to_a_replicated_standby_machine">5.4.4. Failover to a replicated standby machine</h4>
<div class="paragraph">
<p>See <a href="SDP_Failover_Guide.pdf">SDP Failover Guide (PDF)</a> or <a href="SDP_Failover_Guide.html">SDP Failover Guide (HTML)</a>
for detailed steps.</p>
</div>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_upgrades">6. Upgrades</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This section describes both upgrades of the SDP itself, as well as upgrades of Helix software such as p4d, p4broker, p4p, and the the p4 command line client in the SDP structure.</p>
</div>
<div class="sect2">
<h3 id="_upgrade_order_sdp_first_then_helix_p4d">6.1. Upgrade Order: SDP first, then Helix P4D</h3>
<div class="paragraph">
<p>The SDP should be upgraded prior to the upgrade of Helix Core (P4D). If you are upgrading P4D to or beyond P4D 2019.1 from a prior version of P4D, you <em>must</em> upgrade the SDP first. If you run multiple instances of P4D on a given machine (potentially each running different versions of P4D), upgrade the SDP first before upgrading any of the instances.</p>
</div>
<div class="paragraph">
<p>The SDP should also be upgraded before upgrading other Helix software on machines using the SDP, including p4d, p4p, p4broker, and p4 (the command line client).</p>
</div>
<div class="paragraph">
<p>Upgrading a Helix Core server instance in the SDP framework is a simple process involving a few steps.</p>
</div>
</div>
<div class="sect2">
<h3 id="_sdp_and_p4d_version_compatibility">6.2. SDP and P4D Version Compatibility</h3>
<div class="paragraph">
<p>Starting with the SDP 2020.1 release, the released versions of SDP match released versions of P4D. So SDP r20.1 is guaranteed to work with P4D r20.1. In addition, the <a href="ReleaseNotes.html">SDP Release Notes</a> clarify all specific versions of P4D to be supported.</p>
</div>
<div class="paragraph">
<p>The SDP is often forward- and backward-compatible with P4D versions, but for best results they should be kept in sync by upgrading SDP before P4D. This is partly because the SDP contains logic that helps upgrade P4D, which can change as P4D evolves.</p>
</div>
<div class="paragraph">
<p>The SDP is aware of the P4D version, and has backward-compatibility logic to support older versions of P4D. This is guaranteed for supported versions of P4D. Backward compatibility of SDP with older versions of P4D may extend farther back, though without the "officially supported" guarantee.</p>
</div>
</div>
<div class="sect2">
<h3 id="_upgrading_the_sdp">6.3. Upgrading the SDP</h3>
<div class="paragraph">
<p>Starting with the SDP 2021.1 release, upgrades of the SDP from 2020.1 and later will use a new mechanism. The SDP upgrade procedure starting form 2020.1 and later will be described in detail in 2021.1 release. Some highlights of the coming upgrade mechanisms:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><strong>Automated</strong>: Upgrades from SDP 2020.1 will be automated with script(s) to be provided with each new version of the SDP.</p>
</li>
<li>
<p><strong>Continuous</strong>: Each new SDP version, starting from SDP 2021.1, will maintain the capability to upgrade from all prior versions, so long as the starting version is SDP 2020.1 or later.</p>
</li>
<li>
<p><strong>Independent</strong>: SDP upgrades will enable upgrades to new Helix Core versions, but will not directly cause Helix Core upgrades to occur immediately. Each Helix Core instance can be upgraded independently of the SDP on its own schedule.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>If your current SDP is older than the 2020.1 release, see the <a href="SDP_Legacy_Upgrades.Unix.html">SDP Legacy Upgrade Guide (for Unix)</a> for information on upgrading SDP to SDP 2020.1 from any prior version (dating back to 2007).</p>
</div>
</div>
<div class="sect2">
<h3 id="_upgrading_helix_software_with_the_sdp">6.4. Upgrading Helix Software with the SDP</h3>
<div class="paragraph">
<p>The following outlines the procedure for upgrading Helix binaries using the SDP scripts.</p>
</div>
<div class="sect3">
<h4 id="_get_latest_helix_binaries">6.4.1. Get Latest Helix Binaries</h4>
<div class="paragraph">
<p>Acquire the latest Perforce Helix binaries to stage them for upgrade using the <code>get_helix_binaries.sh</code> script.</p>
</div>
<div class="paragraph">
<p>If you have multiple server machines with SDP, staging can be done with this script on one machine first, and then the <code>/hxdepots/sdp/helix_binaries</code> folder can be rsync’d to other machines.</p>
</div>
<div class="paragraph">
<p>Alternately, this script can be run on the each machine, but as patches can be released at any time, running it once and then distributing the helix_binaries directory internally via rsync is preferred to ensure all machines at your site deploy with the same binaries.</p>
</div>
<div class="paragraph">
<p>See <a href="#_get_helix_binaries_sh">Section 9.2.1, “get_helix_binaries.sh”</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_upgrade_each_instance">6.4.2. Upgrade Each Instance</h4>
<div class="paragraph">
<p>Use the SDP <code>upgrade.sh</code> script to upgrade each instance of Helix on the current machine, using the staged binaries. The upgrade process handles all aspects of upgrading, including adjusting the database structure, executing commands to upgrade the p4d database schema, and managing the SDP symlinks in <code>/p4/common/bin</code>.</p>
</div>
<div class="paragraph">
<p>Instances can be upgraded independently of each other.</p>
</div>
<div class="paragraph">
<p>See <a href="#_upgrade_sh">Section 9.2.2, “upgrade.sh”</a>.</p>
</div>
</div>
<div class="sect3">
<h4 id="_global_topology_upgrades_outer_to_inner">6.4.3. Global Topology Upgrades - Outer to Inner</h4>
<div class="paragraph">
<p>For any given instance, be aware of the Helix topology when performing upgrades, specifically whether that instance has replicas and/or edge servers. When replicas and edge servers exist (and are active), the order in which <code>upgrade.sh</code> must be run on different server machines matters. Perform upgrades following an "outer to inner" strategy.</p>
</div>
<div class="paragraph">
<p>For example, say for SDP instance 1, your site has the following server machines:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>bos-helix-01 - The master (in Boston, USA)</p>
</li>
<li>
<p>bos-helix-02 - Replica of master (in Boston, USA)</p>
</li>
<li>
<p>nyc-helix-03 - Replica of master (in New York, USA)</p>
</li>
<li>
<p>syd-helix-04 - Edge Server (in Sydney, AU)</p>
</li>
<li>
<p>syd-helix-05 - Replica of Sydney edge (in Sydney)</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Envision the above topology with the master server in the center, and two concentric circles.</p>
</div>
<div class="paragraph">
<p>The Replica of the Sydney edge would be done first, as it is by itself in the outermost circle.</p>
</div>
<div class="paragraph">
<p>The Edge server and two Replicas of the master are all at the next inner circle. So bos-helix-02, nyc-helix-03, and syd-helix-04 could be upgraded in any order with respect to each other, or even simultaneously, as they are in the same circle.</p>
</div>
<div class="paragraph">
<p>The master is the innermost, and would be upgraded last.</p>
</div>
<div class="paragraph">
<p>A few standards need to be in place to make this super easy:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>The <code>perforce</code> operating system user would have properly configured SSH keys to allow passwordless ssh from the master to all other servers.</p>
</li>
<li>
<p>The <code>perforce</code> user shell environment (~/.bash_profile and ~/.bashrc) ensured that the SDP shell environment automatically sourced</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>The Helix global topology upgrade could be done something like, starting as perforce@bos-helix-01:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cd /p4/sdp/helix_binaries
./get_helix_binares.sh
rsync -a /p4/sdp/helix_binaries/ syd-helix-05:/p4/sdp/helix_binaries
rsync -a /p4/sdp/helix_binaries/ syd-helix-04:/p4/sdp/helix_binaries
rsync -a /p4/sdp/helix_binaries/ nyc-helix-03:/p4/sdp/helix_binaries
rsync -a /p4/sdp/helix_binaries/ bos-helix-02:/p4/sdp/helix_binaries</pre>
</div>
</div>
<div class="paragraph">
<p>Then do a preview of the upgrade on all machines, in outer-to-inner order:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>ssh syd-helix-05 upgrade.sh
ssh syd-helix-04 upgrade.sh
ssh nyc-helix-03 upgrade.sh
ssh bos-helix-02 upgrade.sh
ssh bos-helix-01 upgrade.sh</pre>
</div>
</div>
<div class="paragraph">
<p>On each machine, check for a message in the output that contains <code>Success: Finished</code>. If that looks good, then proceed to execute the actual upgrades:
ssh syd-helix-05 upgrade.sh -y
ssh syd-helix-04 upgrade.sh -y
ssh nyc-helix-03 upgrade.sh -y
ssh bos-helix-02 upgrade.sh -y
ssh bos-helix-01 upgrade.sh -y</p>
</div>
<div class="paragraph">
<p>As with the preview, check for a message in the output that contains <code>Success: Finished</code>.</p>
</div>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_database_modifications">7. Database Modifications</h2>
<div class="sectionbody">
<div class="paragraph">
<p>Occasionally modifications are made to the Perforce database from one release to another. For example, server upgrades and some recovery procedures modify the database.</p>
</div>
<div class="paragraph">
<p>When upgrading the server, replaying a journal patch, or performing any activity that modifies the db.* files, you must restart the offline checkpoint process so that the files in the offline_db directory match the ones in the live server directory. The easiest way to restart the offline checkpoint process is to run the live_checkpoint script after modifying the db.* files, as follows:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/common/bin/live_checkpoint.sh 1</pre>
</div>
</div>
<div class="paragraph">
<p>This script makes a new checkpoint of the modified database files in the live <code>root</code> directory, then recovers that checkpoint to the <code>offline_db</code> directory so that both directories are in sync. This script can also be used anytime to create a checkpoint of the live database.</p>
</div>
<div class="paragraph">
<p>This command should be run when an error occurs during offline checkpointing. It restarts the offline checkpoint process from the live database files to bring the offline copy back in sync. If the live checkpoint script fails, contact Perforce Consulting at <a href="mailto:consulting@perforce.com">consulting@perforce.com</a>.</p>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_maximizing_server_performance">8. Maximizing Server Performance</h2>
<div class="sectionbody">
<div class="paragraph">
<p>The following sections provide some guidelines for maximizing the performance of the Perforce Helix Core Server, using tools provided by the SDP. More information on this topic can be found in the <a href="https://community.perforce.com/s/article/2529">Knowledge Base</a>.</p>
</div>
<div class="sect2">
<h3 id="_ensure_transparent_huge_pages_thp_is_turned_off">8.1. Ensure Transparent Huge Pages (THP) is turned off</h3>
<div class="paragraph">
<p>This is reference <a href="https://community.perforce.com/s/article/3005">KB Article on Platform Notes</a></p>
</div>
<div class="paragraph">
<p>There is a script in the SDP which will do this:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/sdp/Server/Unix/setup/os_tweaks.sh</pre>
</div>
</div>
<div class="paragraph">
<p>It needs to be run as <code>root</code> or using <code>sudo</code>. This will not persist after system is rebooted.</p>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
We recommend the usage of <code>tuned</code>
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>Install as appropriate for your Linux distribution (so as <code>root</code>):</p>
</div>
<div class="literalblock">
<div class="content">
<pre>yum install tuned</pre>
</div>
</div>
<div class="paragraph">
<p>or</p>
</div>
<div class="literalblock">
<div class="content">
<pre>apt-get install tuned</pre>
</div>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Create a customized <code>tuned</code> profile with disabled THP. Create a new directory in <code>/etc/tuned</code> directory with desired profile name:</p>
<div class="literalblock">
<div class="content">
<pre>mkdir /etc/tuned/nothp_profile</pre>
</div>
</div>
</li>
<li>
<p>Then create a new <code>tuned.conf</code> file for <code>nothp_profile</code>, and insert the new tuning info:</p>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code>cat <<EOF > /etc/tuned/nothp_profile/tuned.conf
[main]
include= throughput-performance
[vm]
transparent_hugepages=never
EOF</code></pre>
</div>
</div>
</li>
<li>
<p>Make the script executable</p>
<div class="literalblock">
<div class="content">
<pre>chmod +x /etc/tuned/nothp_profile/tuned.conf</pre>
</div>
</div>
</li>
<li>
<p>Enable <code>nothp_profile</code> using the <code>tuned-adm</code> command.</p>
<div class="literalblock">
<div class="content">
<pre>tuned-adm profile nothp_profile</pre>
</div>
</div>
</li>
<li>
<p>This change will immediately take effect and persist after reboots. To verify if THP are disabled or not, run below command:</p>
<div class="literalblock">
<div class="content">
<pre>cat /sys/kernel/mm/transparent_hugepage/enabled
always madvise [never]</pre>
</div>
</div>
</li>
</ol>
</div>
</div>
<div class="sect2">
<h3 id="_putting_server_locks_directory_into_ram">8.2. Putting server.locks directory into RAM</h3>
<div class="paragraph">
<p>The <code>server.locks</code> directory is maintained in the $P4ROOT (so <code>/p4/1/root</code>) for a running server instance. This directory contains a tree of 17 byte long files which is used for lock co-ordination amongst p4d processes.</p>
</div>
<div class="paragraph">
<p>This directory can be removed every time the p4d instance is restarted, so it is safe to put it into a tmpfs filesystem.</p>
</div>
<div class="paragraph">
<p>Even on a large installation with many hundreds or thousands of users, this directory will be unlikely to exceed 1GB, so a 2GB filesystem will be ample.</p>
</div>
<div class="paragraph">
<p>Instructions (as user <code>root</code>):</p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Create directory to mount, and change ownership to <code>perforce</code> user (or <code>$OSUSER</code> if SDP config specifies a different name)</p>
<div class="literalblock">
<div class="content">
<pre>mkdir /hxserverlocks
chown perforce:perforce /hxserverlocks</pre>
</div>
</div>
</li>
<li>
<p>Add a line to <code>/etc/fstab</code> (adjusting appropriately if <code>$OSUSER</code> is set to another value than <code>perforce</code>):</p>
<div class="literalblock">
<div class="content">
<pre>tmpfs /hxserverlocks tmpfs uid=perforce,gid=perforce,size=1G,mode=0755 0 0</pre>
</div>
</div>
</li>
<li>
<p>Mount the drive:</p>
<div class="literalblock">
<div class="content">
<pre>mount -a</pre>
</div>
</div>
</li>
<li>
<p>Check it is looking correct and has correct ownership (<code>perforce</code> or <code>$OSUSER</code>):</p>
<div class="literalblock">
<div class="content">
<pre>df -h
ls -la /hxserverlocks</pre>
</div>
</div>
</li>
</ol>
</div>
<div class="paragraph">
<p>As user <code>perforce</code> (or <code>$OSUSER</code>), set the configurable, specifying the serverid of your server (to ensure it is not set globally and picked up by all replicas):</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4 configure set <serverid>#server.locks.dir=<serverlocks dir></pre>
</div>
</div>
<div class="paragraph">
<p>e.g.</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4 configure set master.1#server.locks.dir=/hxserverlocks</pre>
</div>
</div>
<div class="paragraph">
<p>This will take effect immediately - it does not require a server restart.</p>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
If you set this globally (without <code>serverid#</code> prefix), then you should ensure that all replicas have
a similarly named directory available (or bad things will happen!)
</td>
</tr>
</table>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
Consider failover options - so review your HA failover server configuration and create a similar entry
- otherwise if you failover then performance will be reduced.
</td>
</tr>
</table>
</div>
</div>
<div class="sect2">
<h3 id="_optimizing_the_database_files">8.3. Optimizing the database files</h3>
<div class="paragraph">
<p>The Perforce Server’s database is composed of b-tree files. The server does not fully rebalance and compress them during normal operation. To optimize the files, you must checkpoint and restore the server. This normally only needs to be done very few months.</p>
</div>
<div class="paragraph">
<p>To minimize the size of back up files and maximize server performance, minimize the size of the db.have and db.label files.</p>
</div>
</div>
<div class="sect2">
<h3 id="_p4v_performance_settings">8.4. P4V Performance Settings</h3>
<div class="paragraph">
<p>These are covered in: <a href="https://community.perforce.com/s/article/2878" class="bare">https://community.perforce.com/s/article/2878</a></p>
</div>
</div>
<div class="sect2">
<h3 id="_proactive_performance_maintenance">8.5. Proactive Performance Maintenance</h3>
<div class="paragraph">
<p>This section describes some things that can be done to proactively to enhance scalability and maintain performance.</p>
</div>
<div class="sect3">
<h4 id="_limiting_large_requests">8.5.1. Limiting large requests</h4>
<div class="paragraph">
<p>To prevent large requests from overwhelming the server, you can limit the amount of data and time allowed per query by setting the MaxResults, MaxScanRows and MaxLockTime parameters to the lowest setting that does not interfere with normal daily activities. As a good starting point, set MaxScanRows to MaxResults * 3; set MaxResults to slightly larger than the maximum number of files the users need to be able to sync to do their work; and set MaxLockTime to 30000 milliseconds. These values must be adjusted up as the size of your server and the number of revisions of the files grow. To simplify administration, assign limits to groups rather than individual users.</p>
</div>
<div class="paragraph">
<p>To prevent users from inadvertently accessing large numbers of files, define their client view to be as narrow as possible, considering the requirements of their work. Similarly, limit users' access in the protections table to the smallest number of directories that are required for them to do their job.</p>
</div>
<div class="paragraph">
<p>Finally, keep triggers simple. Complex triggers increase load on the server.</p>
</div>
</div>
<div class="sect3">
<h4 id="_offloading_remote_syncs">8.5.2. Offloading remote syncs</h4>
<div class="paragraph">
<p>For remote users who need to sync large numbers of files, Perforce offers a <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/chapter.proxy.html">proxy server</a>. P4P, the Perforce Proxy, is run on a machine that is on the remote users' local network. The Perforce Proxy caches file revisions, serving them to the remote users and diverting that load from the main server.</p>
</div>
<div class="paragraph">
<p>P4P is included in the Windows installer. To launch P4P on Unix machines, copy the <code>/p4/common/etc/init.d/p4p_1_init script</code> to <code>/p4/1/bin/p4p_1_init</code>. Then review and customize the script to specify your server volume names and directories.</p>
</div>
<div class="paragraph">
<p>P4P does not require special hardware but it can be quite CPU intensive if it is working with binary files, which are CPU-intensive to attempt to compress. It doesn’t need to be backed up. If the P4P instance isn’t working, users can switch their port back to the main server and continue working until the instance of P4P is fixed.</p>
</div>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_tools_and_scripts">9. Tools and Scripts</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This section describes the various scripts and files provided as part of the SDP package.</p>
</div>
<div class="sect2">
<h3 id="_general_sdp_usage">9.1. General SDP Usage</h3>
<div class="paragraph">
<p>This section presents an overview of the SDP scripts and tools, with details covered in subsequent sections.</p>
</div>
<div class="sect3">
<h4 id="_linux">9.1.1. Linux</h4>
<div class="paragraph">
<p>Most scripts and tools reside in <code>/p4/common/bin</code>. The <code>/p4/<instance>/bin</code> directory (e.g. <code>/p4/1/bin</code>) contains scripts or links that are specific to that instance such as wrappers for the p4d executable.</p>
</div>
<div class="paragraph">
<p>Older versions of the SDP required you to always run important administrative commands using the <code>p4master_run</code> script, and specify fully qualified paths. This script loads environment information from <code>/p4/common/bin/p4_vars</code>, the central environment file of the SDP, ensuring a controlled environment. The <code>p4_vars</code> file includes instance specific environment data from <code>/p4/common/config/p4_<strong><em>instance</em>.</strong>vars</code> e.g. <code>/p4/common/config/p4_1.vars</code>. The <code>p4master_run script</code> is still used when running p4 commands against the server unless you set up your environment first by sourcing p4_vars with the instance as a parameter (for bash shell: <code>source /p4/common/bin/p4_vars 1</code>). Administrative scripts, such as <code>daily_checkpoint.sh</code>, no longer need to be called with <code>p4master_run</code> however, they just need you to pass the instance number to them as a parameter.</p>
</div>
<div class="paragraph">
<p>When invoking a Perforce command directly on the server machine, use the p4_<strong><em>instance</em></strong> wrapper that is located in <code>/p4/<strong><em>instance</em></strong>/bin</code>. This wrapper invokes the correct version of the p4 client for the instance. The use of these wrappers enables easy upgrades, because the wrapper is a link to the correct version of the p4 client. There is a similar wrapper for the p4d executable, called p4d_<strong><em>instance</em></strong>.</p>
</div>
<div class="admonitionblock note">
<table>
<tr>
<td class="icon">
<i class="fa icon-note" title="Note"></i>
</td>
<td class="content">
This wrapper is important to handle case sensitivity in a consistent manner, e.g. when running a Unix server in case-insensitive mode. If you just execute <code>p4d</code> directly when it should be case-insensitive, then you may cause problems, or commands will fail.
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>Below are some usage examples for instance 1.</p>
</div>
<table class="tableblock frame-all grid-all stretch">
<colgroup>
<col style="width: 50%;">
<col style="width: 50%;">
</colgroup>
<thead>
<tr>
<th class="tableblock halign-left valign-top"><em>Example</em></th>
<th class="tableblock halign-left valign-top"><em>Remarks</em></th>
</tr>
</thead>
<tbody>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/p4/common/bin/p4master_run 1 /p4/1/bin/p4_1 admin stop</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Run <code>p4 admin stop</code> on instance 1</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/p4/common/bin/live_checkpoint.sh 1</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Take a checkpoint of the live database on instance 1</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/p4/common/bin/p4login 1</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Log in as the perforce user (superuser) on instance 1.</p></td>
</tr>
</tbody>
</table>
<div class="paragraph">
<p>Some maintenance scripts can be run from any client workspace, if the user has administrative access to Perforce.</p>
</div>
</div>
<div class="sect3">
<h4 id="_monitoring_sdp_activities">9.1.2. Monitoring SDP activities</h4>
<div class="paragraph">
<p>The important SDP maintenance and backup scripts generate email notifications when they complete.</p>
</div>
<div class="paragraph">
<p>For further monitoring, you can consider options such as:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Making the SDP log files available via a password protected HTTP server.</p>
</li>
<li>
<p>Directing the SDP notification emails to an automated system that interprets the logs.</p>
</li>
</ul>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_upgrade_scripts">9.2. Upgrade Scripts</h3>
<div class="sect3">
<h4 id="_get_helix_binaries_sh">9.2.1. get_helix_binaries.sh</h4>
<div class="listingblock">
<div class="title">Usage</div>
<div class="content">
<pre class="highlight"><code>USAGE for get_helix_binaries.sh v1.2.3:
get_helix_binaries.sh [-r <HelixMajorVersion>] [-b <Binary1>,<Binary2>,...] [-n] [-D]
or
get_helix_binaries.sh -h|-man
DESCRIPTION:
This script acquires Perforce Helix binaries from the Perforce FTP server.
The four Helix binaries that can be acquired are:
* p4, the command line client
* p4d, the Helix Core server
* p4p, the Helix Proxy
* p4broker, the Helix Broker
This script gets the latest patch of binaries for the current major Helix
version. It is intended to acquire the latest patch for an existing install,
or to get initial binaries for a fresh new install. It must be run from
the /hxdepots/sdp/helix_binaries directory (or similar; the /hxdepots
directory is the default but is subject to local configuration).
The helix_binaries directory is used for staging binaries for later upgrade
with the SDP 'upgrade.sh' script (documented separately). This helix_binaries
directory is used to stage binaries on the current machine, while the
'upgrade.sh' script updates a single SDP instance (of which there might be
several on a machine).
The helix_binaries directory may not be in the PATH. As a safety feature,
the 'verify_sdp.sh' will report an error if the 'p4d' binary is found outside
/p4/common/bin in the PATH. The SDP 'upgrade.sh' check uses 'verify_sdp.sh'
as part of its preflight checks, and will refuse to upgrade if any 'p4d' is
found outside /p4/common/bin.
When a newer major version of Helix binaries is needed, this script should not
be modified directly. Instead, the recommended approach is to upgrade the SDP
to get the latest version of SDP first, which will included a newer version of
this script, as well as the latest 'upgrade.sh'. The 'upgrade.sh' script
is updated with each major SDP version to be aware of any changes in
the upgrade procedure for the corresponding p4d version. Upgrading SDP first
ensures you have a version of the SDP that works with newer versions of p4d
and other Helix binaries.
OPTIONS:
-r <HelixMajorVersion>
Specify the Helix Version, using the short form. The form is rYY.N, e.g. r20.2
to denote the 2020.2 release. The default: is r21.1
-b <Binary1>[,<Binary2>,...]
Specify a comma-delimited list of Helix binaries. The default is: p4 p4d p4broker p4p
-n Specify the '-n' (No Operation) option to show the commands needed
to fetch the Helix binaries from the Perforce FTP server without attempting
to execute them.
-D Set extreme debugging verbosity using bash 'set -x' mode.
HELP OPTIONS:
-h Display short help message
-man Display this manual page
EXAMPLES:
Note: All examples assume the SDP is in the standard location, /hxdepots/sdp.
Example 1 - Typical Usage with no arguments:
cd /hxdepots/sdp/helix_binaries
./get_helix_binaries.sh
This acquires the latest patch of all 4 binaries for the r21.1
release (aka 2021.1).
Example 2 - Specifying the major version:
cd /hxdepots/sdp/helix_binaries
./get_helix_binaries.sh -r r19.2
This gets the latest patch of for the 2019.2 release of all 4 binaries.
Note: Only supported Helix binaries are guaranteed to be available from the
Perforce FTP server.
Note: Only the latest patch of any given binary is available from the Perforce
FTP server.
Example 3 - Sample getting r20.2 and skipping the proxy binary (p4p):
cd /hxdepots/sdp/helix_binaries
./get_helix_binaries.sh -r r20.2 -b p4,p4d,p4broker
DEPENDENCIES:
This script requires outbound internet access. Depending on your environment,
it may also require HTTPS_PROXY to be defined, or may not work at all.
If this script doesn't work due to lack of outbound internet access, it is
still useful illustrating the locations on the Perforce FTP server where
Helix Core binaries can be found. If outbound internet access is not
available, use the '-n' flag to see where on the Perforce FTP server the
files must be pulled from, and then find a way to get the files from the
Perforce FTP server to the correct directory on your local machine,
/hxdepots/sdp/helix_binaries by default.
EXIT CODES:
An exit code of 0 indicates no errors were encountered. An
non-zero exit code indicates errors were encountered.</code></pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_upgrade_sh">9.2.2. upgrade.sh</h4>
<div class="paragraph">
<p>The <code>upgrade.sh</code> script is used to upgrade <code>p4d</code> and other Perforce Helix binaries on a given server machine.</p>
</div>
<div class="paragraph">
<p>The links for different versions of <code>p4d</code> are described in <a href="#_p4d_versions_and_links">Section A.1.3, “P4D versions and links”</a></p>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_legacy_upgrade_scripts">9.3. Legacy Upgrade Scripts</h3>
<div class="sect3">
<h4 id="_clear_depot_map_fields_sh">9.3.1. clear_depot_Map_fields.sh</h4>
<div class="listingblock">
<div class="title">Usage</div>
<div class="content">
<pre class="highlight"><code>USAGE for upgrade.sh v4.8.0:
upgrade.sh <instance> [-p|-I] [-M] [-Od] [-c] [-y] [-L <log>] [-d|-D]
or
upgrade.sh [-h|-man]
DESCRIPTION:
This script upgrades the following Helix Core software:
* p4d, the Perforce Helix Core server
* p4broker, the Helix Broker server
* p4p, the Helix Proxy server
* p4, the command line client
Details of each upgrade are described below. Prior to executing any upgrades, a
preflight check is done to help ensure upgrades will go smoothly. Also, checks
are done to determine what (if any) of the above software products need to be
updated.
To prepare for an upgrade, new binaries must be update in the /p4/sdp/helix_binaries
directory. This is generally done using the get_helix_binaries.sh script in
that directory. Binaries in this directory are not referenced by live running
servers, and so it is safe to upgrade files in this directory to stage for a
future upgrade at any time. Also, the SDP standard PATH does not include this
directory, as verified by the verify_sdp.sh script.
THE INSTANCE BIN DIR
The 'instance bin' directory, /p4/<instance>/bin, (e.g. /p4/1/bin for instance
1), is expected to contain *_init scripts for services that operate on the
given machine.
For example, a typical master machine for instance 1 might have the following
in /p4/1/bin:
* p4broker_1_init script
* p4broker_1 symlink
* p4d_1_init script
* p4d_1 symlink or script
* p4_1 symlink (a reference to the 'p4' command line client)
A server machine for instance 1 that runs only the proxy server would have the
following in /p4/1/bin:
* p4p_1_init script
* p4p_1 symlink
* p4_1 symlink
The instance bin directory is never modified by the 'upgrade.sh' script.
The addition of new binaries and update of symlinks occur in .
The existence of *_init scripts for any given binary determines whether this
script attempts to manage the service on a given machine, stopping it before
upgrades, restarting it afterward, and other processing in the case of p4d.
Note that Phase 2, adding new binaries and updating symlinks, will occur for
all binaries for which new staged versions are available, regardless of
whether they are operational on the given machine.
THE COMMON DIR
This script performs it operations in the SDP common bin dir, .
Unlike the instance bin directory, the directory is expected
to be identical across all machines in a topology. Scripts and symlinks
should always be the same, with only temporary differences while global
topology upgrades are in progress.
Thus, all binaries available to be upgraded will be upgraded in Phase 2, even
if the binary does not operate on the current machine. For example, if a new
version of 'p4p' binary is available, a new version will be copied to
and symlink references updated there. However, the p4p binary will
not be stopped/started.
GENERAL UPGRADE PROCESS
This script determines what binaries need to be upgraded, based on what new
binaries are available in the /p4/sdp/helix_binaries directory compared to what binaries
the current instance uses.
There are 5 potential phases. Which phase execute depend on the what binaries
are being upgraded. The phases are:
* PHASE 1 - Establish a clean rollback point.
This phase executes on the master if p4d is upgraded.
* PHASE 2 - Install new binaries and update SDP symlinks in .
This phase executes for all upgrades.
* PHASE 3 - Stop services to be upgraded.
This phase executes for all upgrades involving p4d, p4p, p4broker.
Only a 'p4' client only upgrade skips this phase.
* PHASE 4 - Perforce p4d schema upgrades
This step involves the 'p4d -xu' processing. It executes if p4d is upgraded
to a new major version, and occurs on the master as well as all replicas/edge
servers. The behavior of 'p4d -xu' differs depending on whether the server is
the master or a replica.
This phase is skipped if upgrading to a patch of the same major version, as
patches do not require 'p4d -xu' processing.
* PHASE 5 - Start upgraded services.
This phase executes for all upgrades involving p4d, p4p, p4broker.
Only a 'p4' client only upgrade skips this phase.
SPECIAL CASE - To OR THRU P4D 2019.1
If you are upgrading from a version that is older than 2019.1, services
are NOT restarted after the upgrade in Phase 5, except on the master.
Services must be restarted manually on all other servers.
For these 'to-or-thru' 2019.1 upgrades, after ensuring all replicas/edges
are caught up (per 'p4 pull -lj'), shutdown all servers other than the
master.
Proceeding outer-to-inner, execute this script like so on all machines
except the master:
1. Deploy new executables in /p4/sdp/helix_binaries
2. Stop p4d.
3. Run 'verify_sdp.sh -skip cron,version'; fix problems if needed until it reports clean.
4. Run 'upgrade.sh -M' to update symlinks.
5. Do the upgrade manually with: p4d -xu
6. Leave the server offline.
On the master, execute like this:
1. Deploy new executables in /p4/sdp/helix_binaries
2. Run 'verify_sdp.sh -skip cron,version'; fix problems if needed until it reports clean.
3. upgrade.sh
When the script completes (it will wait for 'p4 storage' upgrades),
restart services manually after the upgrade in the 'inner-to-outer'
direction. Restart services on replicas/edges going inner-to-outer
This procedure requiring extra steps is specific to 'to-or-thru' P4D 2019.1
upgrades. For upgrades starting from P4D 2019.1 or later, things are simpler.
UPGRADES FOR P4D 2019.1+
For upgrades where the P4D start version is 2019.1 and going to any subsequent
version, run this script going outer-to-inner. On each machine, it leaves the
services online and running. Going in the outer-to-inner direction an all
servers, do:
1. Deploy new executables in /p4/sdp/helix_binaries
2. Run 'verify_sdp.sh -skip cron,version'; fix problems if needed until it reports clean.
3. upgrade.sh
UPGRADE PREPARATION
The steps for deploying new binaries to server machines and running verify_sdp.sh
(and potentially correcting any issues it discovers) can and should be done before
the time or even day of any planned upgrade.
UPGRADING HELIX CORE - P4D
The p4d process, the Perforce Helix Core Server, is the center of the Perforce
Helix Universe, and the only server with a significant database component.
Most of the upgrade phases above are about performing the p4d upgrade.
This 'upgrade.sh' script requires that the 'p4d' service be running at the
beginning of processing if p4d is to be upgraded, and will abort if p4d is
not running.
ORDER OF UPGRADES
Any given Perforce Helix installation will have least one p4d master server, and
may have several other p4d servers deployed on different machines as replicas and
edge servers. When upgrading multiple p4d servers for any given instance (i.e.
any given data set, with a unique set of changelist numbers and users), the order
in which upgrades are performed matters. Upgrades must be done in "outer to
inner" order.
The master server, at the center of the topology, is the innermost server and
must be upgraded last. Any replicas or edge servers connected directly to the
master constitute the next outer circle. These can be upgraded in any order
relative to each other, but must be done before the master and after any
replicas farther out from the master in the topology. So this 'upgrade.sh'
script should be run first on the server machines that are "outermost" from
the master from a replication perspective, and moving inward. The last run is
done on the master server machine.
Server machines running only proxies and brokers do not have a strict order
dependency for upgrades. These are commonly done in the same "outer to inner"
methodology as p4d for process consistency rather than strict technical need.
See the SDP_Guide.Unix.html for more information related to performing global
topology upgrades.
MASTER JOURNAL ROTATIONS
This script helps minimize downtime for upgrades by taking advantage of the SDP
offline checkpoint mechanism. Rather than wait for a full checkpoint, a journal
is rotated and replayed to the offline_db. This typically takes very little
time compared to a checkpoint, reducing downtime needed for the overall upgrade.
When the master server is upgraded, two rotations of the master server's journal
occur during processing. The first journal rotation occurs before any upgrade
processing occurs, i.e. before the new binaries are added and symlinks are
updated. This gives a clean rollback point.
Later, after the p4d has started and p4d performs its journaled upgrade
processing, a second journal rotation occurs in Phase 5. This second journal
rotation captures all upgrade-related processing in a separately numbered journal.
UPGRADING HELIX BROKER
Helix Broker (p4broker) servers are commonly deployed on the same machine as a
Helix Core server, and can also be deployed on stand-alone machines (e.g.
deployed to a DMZ host to provide secure access outside a corporate firewall).
Helix Brokers configured in the SDP environment can use a default configuration
file, and may have other configurations. The default configuration is the done
defined in /p4/common/config/p4_N.broker.cfg (or a host-specific override file
if it exists named /p4/common/config/p4_N.broker.<short_hostname>.cfg). Other
broker configurations may exist, such as a DFM (Down for Maintenance) broker
config /p4/common/config/p4_N.broker.dfm.cfg.
During upgrade processing, this 'upgrade.sh' script only stops and restarts the
broker with the default configuration. Thus, if coordinating DFM brokers, first
manually shutdown the default broker and start the DFM brokers before calling
this script. This script will leave the DFM brokers running while adding the
new binaries and updating the symlinks. (Note: Depending on how services
are configured, this DFM configuration might not survive a machine reboot.
typically the default broker will come online after a machine reboot).
This 'upgrade.sh' script will stop the p4broker service if it is running at the
beginning of processing. If it was stopped, it will be restarted after the new
binaries are in place and symlinks are updated. If p4broker was not running at the
start of processing, new binaries are added and symlinks updated, but the
p4broker server will not be started.
UPGRADING HELIX PROXY
Helix Proxy (p4p) are commonly deployed on a machine by themselves, with no p4d
and no broker. It may also be run on the same machine as p4d.
This 'upgrade.sh' script will stop the p4p service if it is running at the
beginning of processing. If it was stopped, it will be restarted after the new
binaries are in place and symlinks are updated. If p4p was not running at the
start of processing, new binaries are added and symlinks updated, but the p4p
server will not be started.
UPGRADING HELIX P4 COMMAND LINE CLIENT
The command line client, 'p4', is upgraded in Phase 2 by addition of new
binaries and updating of symlinks.
STAGING HELIX BINARIES
If your server can reach the Perforce FTP server over the public internet, a
script can be used from the /p4/sdp/helix_binaries directory to get the latest
binaries:
$ cd /p4/sdp/helix_binaries
$ ./get_helix_binaries.sh
If your server cannot reach the Perforce FTP server, perhaps due to outbound
network firewall restrictions or operating on an "air gapped" network,
use the '-n' option to see where Helix binaries can be acquired from:
$ cd /p4/sdp/helix_binaries
$ ./get_helix_binaries.sh -n
OPTIONS:
<instance>
Specify the SDP instance name to add. This is a reference to the Perforce
Helix Core data set. This defaults to the current instance based on the
$SDP_INSTANCE shell environment variable. If the SDP shell environment is
not loaded, this option is required.
-p Specify '-p' to halt processing after preflight checks are complete,
and before actual processing starts. By default, processing starts
immediately upon successful completion of preflight checks.
-Od Specify '-Od' to override the rule preventing downgrades.
WARNING: This is an advanced option intended for use by or with the
guidance of Perforce Support or Perforce Consulting.
-I Specify '-I' to ignore preflight errors. Use of this flag is STRONGLY
DISCOURAGED, as the preflight checks are essential to ensure a safe
and smooth migration. If used, preflight checks are still done so
their errors are recorded in the upgrade log, and then the migration
will attempt to proceed.
WARNING: This is an advanced option intended for use by or with the
guidance of Perforce Support or Perforce Consulting.
-M Specify '-M' if you plan to do a manual upgrade. With this option,
only Phase 2 processing, adding new staged binaries and updating
symlinks, is done by this script.
WARNING: This is an advanced option intended for use by or with the
guidance of Perforce Support or Perforce Consulting.
-c Specify '-c' to execute a command to upgrade the Protections table
comment format after the p4d upgrade, by using a command like:
p4 protect --convert-p4admin-comments -o | p4 -s protect -i
By default, this Protections table conversion is not performed. In some
environments with custom policies related to update of the protections
table, this command may not work.
The new style of comments and the '--convert-p4admin-comments' option
was introduced in P4D 2016.1.
-L <log>
Specify the path to a log file, or the special value 'off' to disable
logging. By default, all output (stdout and stderr) goes to this file
in the /p4/N/logs directory (where N is the SDP instance name):
upgrade.p4_N.<datestamp>.log
NOTE: This script is self-logging. That is, output displayed on the
screen is simultaneously captured in the log file. Do not run this
script with redirection operators like '> log' or '2>&1', and do not
use 'tee.'
Logging can only be disabled with '-L off' if the '-n' or '-p' flags
are used. Disabling logging for actual upgrades is not allowed.
-y Specify the '-y' option to confirm that the upgrade should be done.
By default, this script operates in No-Op mode, meaning no actions
that affect data or structures are taken. Instead, commands that would
be run are displayed. This mode can be educational, showing various
steps that will occur during an actual upgrade.
DEBUGGING OPTIONS:
-d Increase verbosity for debugging.
-D Set extreme debugging verbosity, using bash '-x' mode. Also implies -d.
HELP OPTIONS:
-h Display short help message
-man Display man-style help message
EXAMPLES:
EXAMPLE 1: Preflight Only
To see if an upgrade is needed for this instance, based on binaries
staged in /p4/sdp/helix_binaries, use the '-p' flag to execute only the preflight
checks, and disable logging, as in this example:
$ cd /p4/common/bin
$ ./upgrade.sh 1 -p -L off
EXAMPLE 2: Typical Usage
Typical usage is with just the SDP instance name as an argument, e.g.
instance '1', and no other parameters, as in this example:
$ cd /p4/common/bin
$ ./upgrade.sh 1
This first runs preflight checks, and aborts if preflight checks
detected any issues. The it gives a preview of the upgrade. A
successful preview completes with a line near the end that looks like
this sample:
Success: Finished p4_1 Upgrade.
If the preview is successful, then proceed with the real upgrade using
the -y flag:
$ ./upgrade.sh 1 -y
EXAMPLE 3: Simplified
If the standard SDP shell environment is loaded, upgrade.sh will be in
the path, so the 'cd' command to /p4/common/bin is not needed. Also,
the SDP_INSTANCE shell environment variable will be defined, so the
'instance' parameter can be dropped, with simply a call to the script
needed. First do a preview:
$ upgrade.sh
Review the output of the preview, looking for the 'Success: Finished'
message near the end of the output. If that exists, then execute again
with the '-y' flag to execute the actual migration:
$ upgrade.sh -y
SEE ALSO:
The /verify_sdp.sh script is used for preflight checks.
The /p4/sdp/helix_binaries/get_helix_binaries.sh script acquires new binaries
for upgrades.
Both scripts sport the same '-h' (short help) and '-man' (full manual)
usage options as this script.
LIMITATIONS:
This script does not handle upgrades of 'p4dtg', Helix Swarm,
Helix4Git, or any other software. It only handles upgrades of
p4d, p4p, p4broker, and the p4 client binary on the SDP-managed
server machine on which it is executed.</code></pre>
</div>
</div>
<div class="paragraph">
<p>The <code>clear_depot_Map_fields.sh</code> script is used when upgrading to SDP from versions earlier than SDP 2020.1. Its usage is discussed in <a href="SDP_Legacy_Upgrades.Unix.html">SDP Legacy Upgrade Guide (for Unix)</a>.</p>
</div>
<div class="listingblock">
<div class="title">Usage</div>
<div class="content">
<pre class="highlight"><code>USAGE for clear_depot_Map_fields.sh v1.2.0:
clear_depot_Map_fields.sh [-i <instance>] [-L <log>] [-v<n>] [-p|-n] [-D]
or
clear_depot_Map_fields.sh [-h|-man|-V]
DESCRIPTION:
This script obsoletes the SetDefaultDepotSpecMapField.py trigger.
It does so by following a series of steps. First, it ensures that
the configurable server.depot.root is set correctly, setting it
if it is not already set.
Next, the Triggers table is checked to ensure the call to the
SetDefaultDepotSpecMapField.py is not called; it is deleted from
the Triggers table if found.
Last, it resets the 'Map:' field of depot specs for depot
types where that is appropriate, setting it to the default value of
'<DepotName>/...', so that it honors the server.depot.root
configurable. This is done for depots of these types:
* stream
* local
* spec
* unload
* graph
but not these:
* archive
* remote
If an unknown depot type is encountered, the 'Map:' field is reset
as well if it is set.
This script does a preflight check first, reporting any cases
where the starting conditions are not as expected. These conditions
are treated as Errors, and will abort processing:
* Depot Map field set to something other than the default.
* Configurable server.depot.root is set, but to something other
than what it should be.
The following are treated as Warnings, and will be reported but
will not prevent processing.
* Configurable server.depot.root is already set.
* SetDefaultDepotSpecMapField.py not found in triggers.
* Depot already has 'Map:' field set to the default value:
<DepotName>/...
OPTIONS:
-v<n> Set verbosity 1-5 (-v1 = quiet, -v5 = highest).
-L <log>
Specify the path to a log file, or the special value 'off' to disable
logging. By default, all output (stdout and stderr) goes to
EDITME_DEFAULT_LOG
NOTE: This script is self-logging. That is, output displayed on the screen
is simultaneously captured in the log file. Do not run this script with
redirection operators like '> log' or '2>&1', and do not use 'tee.'
-p Run preflight checks only, and then stop. By default, actual changes
occur if preflight checks find no issues.
-n No-Op. No actions are taken that would affect data significantly;
instead commands are displayed rather than executed.
-D Set extreme debugging verbosity.
HELP OPTIONS:
-h Display short help message
-man Display man-style help message
-V Display version info for this script and its libraries.
EXAMPLES:
A typical flow for this script is to do a preflight first, and then
a live run, for any given instance:
clear_depot_Map_fields.sh -i 1 -p
clear_depot_Map_fields.sh -i 1
Note that if using '-n', the '-v5' flag should also be used.</code></pre>
</div>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_core_scripts">9.4. Core Scripts</h3>
<div class="paragraph">
<p>The core SDP scripts are those related to checkpoints and other scheduled operations, and all run from <code>/p4/common/bin</code>.</p>
</div>
<div class="paragraph">
<p>If you <code>source /p4/common/bin/p4_vars <instance></code> then the <code>/p4/common/bin</code> directory will be added to your $PATH.</p>
</div>
<div class="sect3">
<h4 id="_p4_vars">9.4.1. p4_vars</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4_vars</code> defines the SDP shell environment, as required by the Perforce Helix server process. This script uses a specified instance number as a basis for setting environment variables. It will look for and open the respective p4_<instance>.vars file (see next section).</p>
</div>
<div class="paragraph">
<p>This script also sets server logging options and configurables.</p>
</div>
<div class="paragraph">
<p>It is intended to be used by other scripts for common environment settings, and also by users for setting the environment of their Bash shell.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>source /p4/common/bin/p4_vars 1</pre>
</div>
</div>
<div class="paragraph">
<p>See also: <a href="#_setting_your_login_environment_for_convenience">Section 4.3, “Setting your login environment for convenience”</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_p4_instance_vars">9.4.2. p4_<instance>.vars</h4>
<div class="paragraph">
<p>Defines the environment variables for a specific instance, including P4PORT etc.</p>
</div>
<div class="paragraph">
<p>This script is called by <a href="#_p4_vars">Section 9.4.1, “p4_vars”</a> - it is not intended to be called directly by a user.</p>
</div>
<div class="paragraph">
<p>For instance <code>1</code>:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4_1.vars</pre>
</div>
</div>
<div class="paragraph">
<p>For instance <code>art</code>:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4_art.vars</pre>
</div>
</div>
<div class="paragraph">
<p>Occasionally you may need to edit this script to update variables such as <code>P4MASTERHOST</code> or similar.</p>
</div>
<div class="paragraph">
<p><strong>Location</strong>: /p4/common/config</p>
</div>
</div>
<div class="sect3">
<h4 id="_p4master_run">9.4.3. p4master_run</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4master_run</code> is a wrapper script to other SDP scripts. This ensures that the shell environment is loaded from <code>p4_vars</code> before executing the script. It provides a '-c' flag for silent operation, used in many crontab so that email is sent from the scripts themselves.</p>
</div>
<div class="paragraph">
<p>This is especially useful for calling scripts that do not set their own shell environment, such as Python or Perl scripts. Historically it was used as a wrapper for all SDP scripts.</p>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
Many of the bash shell scripts in the SDP set their own environment (by doing <code>source /p4/common/bin/p4_vars N</code> for their instance); those bash shell scripts do <strong>not</strong> need to be called with the <code>p4master_run</code> wrapper.
</td>
</tr>
</table>
</div>
</div>
<div class="sect3">
<h4 id="_daily_checkpoint_sh">9.4.4. daily_checkpoint.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/daily_checkpoint.sh</code> script configured by default to run six days a week using crontab. The script:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>truncates the journal</p>
</li>
<li>
<p>replays it into the <code>offline_db</code> directory</p>
</li>
<li>
<p>creates a new checkpoint from the resulting database files</p>
</li>
<li>
<p>recreates the <code>offline_db</code> database from the new checkpoint.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>This procedure rebalances and compresses the database files in the <code>offline_db</code> directory.</p>
</div>
<div class="paragraph">
<p>These can be rotated into the live (<code>root</code>) database, by the script <a href="#_refresh_p4root_from_offline_db_sh">Section 9.4.10, “refresh_P4ROOT_from_offline_db.sh”</a></p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/daily_checkpoint.sh <instance>
/p4/common/bin/daily_checkpoint.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_recreate_offline_db_sh">9.4.5. recreate_offline_db.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/recreate_offline_db.sh</code> recovers the offline_db database from the latest checkpoint and replays any journals since then. If you have a problem with the offline database then it is worth running this script first before running <a href="#_live_checkpoint_sh">Section 9.4.6, “live_checkpoint.sh”</a>, as the latter will stop the server while it is running, which can take hours for a large installation.</p>
</div>
<div class="paragraph">
<p>Run this script if an error occurs while replaying a journal during daily checkpoint process.</p>
</div>
<div class="paragraph">
<p>This script recreates offline_db files from the latest checkpoint. If it fails, then
check to see if the most recent checkpoint in the <code>/p4/<instance>/checkpoints</code> directory is
bad (ie doesn’t look like the right size compared to the others), and if so, delete it
and rerun this script. If the error you are getting is that the journal replay failed,
then the only option may be to run <a href="#_live_checkpoint_sh">Section 9.4.6, “live_checkpoint.sh”</a> script.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/recreate_offline_db.sh <instance>
/p4/common/bin/recreate_offline_db.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_live_checkpoint_sh">9.4.6. live_checkpoint.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/live_checkpoint.sh</code> is used to initialize the SDP <code>offline_db</code>. It must be run once, typically manually during initial installation, before any other scripts that rely on the <code>offline_db</code> can be used, such as <code>daily_checkpoint.sh</code> and <code>rotate_journal.sh</code>.</p>
</div>
<div class="paragraph">
<p>This script can also be used in some cases to repair the <code>offline_db</code> if it has has become corrupt, e.g. due to a sudden power loss while checkpoint processing was running.</p>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
Be aware this script locks the live database for the duration of the checkpoint which can take hours for a large installation (please check the <code>/p4/1/logs/checkpoint.log</code> for the most recent output of <code>daily_checkpoint.sh</code> to see how long checkpoints take to create/restore).
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>Note that when a <code>live_checkpoint.sh</code> runs, the server will be unresponsive to users for a time. On a new installation this "hang time" will be imperceptible, but over time it can grow to minutes and eventually hours. The idea is that <code>live_checkpoint.sh</code> should be used only very sparingly, and is not scheduled as a routine operation.</p>
</div>
<div class="paragraph">
<p>This performs the following actions:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Does a journal rotation, so the active P4JOURNAL file becomes numbered.</p>
</li>
<li>
<p>Creates a checkpoint from the live database db.* files in the P4ROOT.</p>
</li>
<li>
<p>Recovers the <code>offline_db</code> database from that checkpoint to rebalance and compress the files</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>Run this script when creating the server instance and if an error occurs while replaying a journal during the off-line checkpoint process.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/live_checkpoint.sh <instance>
/p4/common/bin/live_checkpoint.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_p4verify_sh">9.4.7. p4verify.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4verify.sh</code> script verifies the integrity of the 'archive' files, all versioned files in your repository. This script is run by crontab on a regular basis, typically weekly.</p>
</div>
<div class="paragraph">
<p>It verifies <a href="https://www.perforce.com/manuals/cmdref/Content/CmdRef/p4_verify.html">both shelves and submitted archive files</a></p>
</div>
<div class="paragraph">
<p>Any errors in the log file (e.g. <code>/p4/1/logs/p4verify.log</code>) should be handled according to KB articles:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><a href="https://community.perforce.com/s/article/3186">MISSING! errors from p4 verify</a></p>
</li>
<li>
<p><a href="https://community.perforce.com/s/article/2404">BAD! error from p4 verify</a></p>
</li>
</ul>
</div>
<div class="paragraph">
<p>If in doubt contact <a href="mailto:support@perforce.com">support@perforce.com</a></p>
</div>
<div class="paragraph">
<p>Our recommendation is that you should expect this to be without error, and you should address errors sooner rather than later. This may involve obliterating unrecoverable errors.</p>
</div>
<div class="admonitionblock note">
<table>
<tr>
<td class="icon">
<i class="fa icon-note" title="Note"></i>
</td>
<td class="content">
when run on replicas, this will also append the <code>-t</code> flag to the <code>p4 verify</code> command to ensure that MISSING files are scheduled for transfer. This is useful to keep replicas (including edge servers) up-to-date.
</td>
</tr>
</table>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/p4verify.sh <instance>
/p4/common/bin/p4verify.sh 1</pre>
</div>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code>USAGE for v5.3.3:
p4verify.sh [<instance>] [-nu] [-nr] [-ns] [-nS] [-a] [-recent] [-L <log>] [-v] [-D]
or
p4verify.sh -h|-man
DESCRIPTION:
This script performs a 'p4 verify' of all submitted and shelved versioned
files in depots of all types except 'remote' and 'archive' type depots.
If run on a replica, it schedules archive failures for transfer to the
replica.
OPTIONS:
<instance>
Specify the SDP instance. If not specified, the SDP_INSTANCE
environment variable is used instead. If the instance is not
defined by a parameter and SDP_INSTANCE is not defined, p4verify.sh
exists immediately with an error message.
-nu Specify '-nu' (No Unload) to skip verification of the singleton depot
of type 'unload' (if created). The 'unload' depot is verified
by default.
-nr Specify '-nr' (No Regular) to skip verification of regular submitted
archive files. The '-nr' option is not compatible with '-recent'.
Regular submitted archive files are verified by default.
-ns Specify '-ns' (No Spec Depot) to skip verification of singleton depot
of type 'spec' (if created). The 'spec' depot is verified by default.
-nS Specify '-nS' (No Shelves) to skip verification of shelved archive
files, i.e. to skip the 'p4 verify -qS'.
-a Specify '-a' (Archive Depots) to do verification of depots of type
'archive'. Depots of type 'archive' are not verified by default, as
archive depots are often physically removed from the server's
storage subsystem for long-term cold storage.
-recent
Specify that only recent changelists should be verified.
The $SDP_RECENT_CHANGES_TO_VERIFY variable defines how many
changelists are considered recent; the default is 200.
If the default is not appropriate for your site, add
"export SDP_RECENT_CHANGES_TO_VERIFY" to /p4/common/config/p4_N.vars to
change the default for an instance, or to /p4/common/bin/p4_vars to
change it globally. If $SDP_RECENT_CHANGES_TO_VERIFY is unset, the
default is 200.
When -recent is used, neither shelves nor files in the unload depot
are verified.
-v Verbose. Show output of verify attempts, which is suppressed by default.
Setting SDP_SHOW_LOG=1 in the shell environment has the same effect as -v.
The default behavior of this script is to generate no terminal output,
but instead to write output into a log file -- see LOGGING below. If
'-v' is specified, the generated log is sent to stdout at the end of
processing. This flag is not recommended for routine cron operation or
for large data sets.
-L <log>
Specify the log file to use. The default is /p4/N/logs/p4verify.log
Log rotation and old log cleanup logic does not apply to log files
specified with -L. Thus, using -L is not recommended for routine scheduled
operation, e.g. via crontab.
-D Set extreme debugging verbosity.
HELP OPTIONS:
-h Display short help message
-man Display man-style help message
EXAMPLES:
This script is typically called via cron with only the instance
parameter as an argument, e.g.:
p4verify.sh N
LOGGING:
This script generates no output by default. All (stdout and stderr) is
logged to /p4/N/logs/p4verify.log.
The exception is usage errors, which result an error being sent to
stderr followed usage info on stdout, followed by an immediate exit.
If the '-v' flag is used, the contents of the log are displayed to
stdout at the end of processing.
EXIT CODES:
An exit code of 0 indicates no errors were encountered attempting to
perform verifications, AND that all verifications attempted
reported no problems.
A exit status of 1 indicates that verifications could not be
attempted for some reason.
A exit status of 2 indicates that verifications were successfully
performed, but that problems such as BAD or MISSING files
were detected, or else system limits prevented verification.</code></pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_p4login">9.4.8. p4login</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4login</code> script is a convenience wrapper to execute a series of <code>p4 login</code> commands, using the administration password configured in <code>mkdirs.cfg</code> and subsequently stored in a text file: <code>/p4/common/config/.p4passwd
.p4_<instance>.admin</code>.</p>
</div>
<div class="listingblock">
<div class="title">Usage</div>
<div class="content">
<pre class="highlight"><code>USAGE for p4login v4.4.2:
p4login [<instance>] [-p <port> | -service] [-automation] [-all]
or
p4login -h|-man
DESCRIPTION:
In its simplest form, this script simply logs in P4USER to P4PORT
using the defined password access mechanism.
It generates a login ticket for the SDP super user, defined by
P4USER when sourcing the SDP standard shell environment. It is
called from cron scripts, and so does not normally generate any
output.
If run on a replica with the -service option, the serviceUser defined
for the given replica is logged in.
The $SDP_AUTOMATION_USERS variable can be defined in
/p4_N.vars. If defined, this should contain a
comma-delimited list of automation users to be logged in when the
-automation option is used. A definition might look like:
export SDP_AUTOMATION_USERS=builder,trigger-admin,p4review
Login behavior is affected by external factors:
1. P4AUTH, if defined, affects login behavior on replicas.
2. The auth.id setting, if defined, affects login behaviors (and
generally simplifies them).
3. The $SDP_ALWAYS_LOGIN variable. If set to 1, this causes p4login
to always execute a 'p4 login' command to generate a login ticket,
even if a 'p4 login -s' test indicates none is needed. By default,
the login is skipped if a 'p4 login -s' test indicates a long-term
ticket is available that expires 31+days in the future.
Add "export SDP_ALWYAYS_LOGIN=1" to /p4_N.vars to
change the default for an instance, or to /p4/common/bin/p4_vars to
change it globally. If unset, the default is 0.
4. If the P4PORT contains an ssl: prefix, the P4TRUST relationship
is checked, and if necessary, a p4 trust -f -y is done to establish
trust.
OPTIONS:
<instance>
Specify the SDP instances. If not specified, the SDP_INSTANCE
environment variable is used instead. If the instance is not
defined by a parameter and SDP_INSTANCE is not defined, p4login
exists immediately with an error message.
-service
Specify -service when run on a replica or edge server to login
the super user and the replication service user.
This option is not compatible with '-p <port>'.
-p <port>
Specify a P4PORT value to login to, overriding the default
defined by P4PORT setting in the environment. If operating
on a host other than the master, and auth.id is set, this
flag is ignored; the P4TARGET for the replica is used
instead.
This option is not compatible with '-service'.
-automation
Specify -automation to login external automation users defined
by the $SDP_AUTOMATION_USERS variable.
-v Show output of login attempts, which is suppressed by default.
Setting SDP_SHOW_LOG=1 in the shell environment has the same
effect as -v.
-L <log>
Specify the log file to use. The default is /p4/N/logs/p4login.log
-d Set debugging verbosity.
-D Set extreme debugging verbosity.
HELP OPTIONS:
-h Display short help message
-man Display man-style help message
EXAMPLES:
1. Typical usage for automation, with instance SDP_INSTANCE defined
in the environment by sourcing p4_vars, and logging in only the super
user P4USER to P4PORT:
source /p4/common/bin/p4_vars abc
p4login
Login in only P4USER to the specified port, P4MASTERPORT in this example:
p4login -p $P4MASTERPORT
Login the super user P4USER, and then login the replication serviceUser
for the current ServerID:
p4login -service
Login external automation users (see SDP_AUTOMATION_USERS above):
p4login -automation
Login all users:
p4login -all
Or: p4login -service -automation
LOGGING:
This script generates no output by default. All (stdout and stderr) is
logged to /p4/N/logs/p4login.log.
The exception is usage errors, which result an error being sent to
stderr followed usage info on stdout, followed by an immediate exit.
If the '-v' flag is used, the contents of the log are displayed to
stdout at the end of processing.
EXIT CODES:
An exit code of 0 indicates a valid login ticket exists, while a
non-zero exit code indicates a failure to login.</code></pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_p4d_instance_init">9.4.9. p4d_<instance>_init</h4>
<div class="paragraph">
<p>Starts the Perforce server instance. Can be called directly or as describe in <a href="#_configuring_automatic_service_start_on_boot">Section 4.2.3, “Configuring Automatic Service Start on Boot”</a> - it is
created by <code>mkdirs.sh</code> when SDP is installed.</p>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
Do not use directly if you have configured systemctl for systemd Linux distributions such as CentOS 7.x. This risks database corruption if <code>systemd</code> does not think the service is running when it actually is running (for example on shutdown systemd will just kill processes without waiting for them).
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>This script sources <code>/p4/common/bin/p4_vars</code>, then runs <code>/p4/common/bin/p4d_base</code> (<a href="#_p4d_base">Section 9.6.10, “p4d_base”</a>).</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/<instance>/bin/p4d_<instance>_init [ start | stop | status | restart ]
/p4/1/bin/p4d_1_init start</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_refresh_p4root_from_offline_db_sh">9.4.10. refresh_P4ROOT_from_offline_db.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/refresh_P4ROOT_from_offline_db.sh</code> script is intended to be used occasionally, perhaps monthly, quarterly, or on-demand, to help ensure that your live (<code>root</code>) database files are defragmented.</p>
</div>
<div class="paragraph">
<p>It will:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>stop p4d</p>
</li>
<li>
<p>truncate/rotate live journal</p>
</li>
<li>
<p>replay journals to offline_db</p>
</li>
<li>
<p>switch the links between <code>root</code> and <code>offline_db</code></p>
</li>
<li>
<p>restart p4d</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>It also knows how to do similar processes on edge servers and standby servers or other replicas.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/refresh_P4ROOT_from_offline_db.sh <instance>
/p4/common/bin/refresh_P4ROOT_from_offline_db.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_run_if_master_sh">9.4.11. run_if_master.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/run_if_master.sh</code> script is explained in <a href="#_run_if_masteredgereplica_sh">Section 9.4.14, “run_if_master/edge/replica.sh”</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_run_if_edge_sh">9.4.12. run_if_edge.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/run_if_edge.sh</code> script is explained in <a href="#_run_if_masteredgereplica_sh">Section 9.4.14, “run_if_master/edge/replica.sh”</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_run_if_replica_sh">9.4.13. run_if_replica.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/run_if_replica.sh</code> script is explained in <a href="#_run_if_masteredgereplica_sh">Section 9.4.14, “run_if_master/edge/replica.sh”</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_run_if_masteredgereplica_sh">9.4.14. run_if_master/edge/replica.sh</h4>
<div class="paragraph">
<p>The SDP uses wrapper scripts in the crontab: <code>run_if_master.sh</code>, <code>run_if_edge.sh</code>, <code>run_if_replica.sh</code>. We suggest you ensure these are working as desired, e.g.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/run_if_master.sh 1 echo yes
/p4/common/bin/run_if_replica.sh 1 echo yes
/p4/common/bin/run_if_edge.sh 1 echo yes</pre>
</div>
</div>
<div class="paragraph">
<p>It is important to ensure these are returning the valid results for the server machine you are on.</p>
</div>
<div class="paragraph">
<p>Any issues with these scripts are likely configuration issues with <code>/p4/common/config/p4_1.vars</code> (for instance <code>1</code>)</p>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_more_server_scripts">9.5. More Server Scripts</h3>
<div class="paragraph">
<p>These scripts are helpful components of the SDP that run on the server machine, but are not included in the default crontab schedules.</p>
</div>
<div class="sect3">
<h4 id="_p4_crontab">9.5.1. p4.crontab</h4>
<div class="paragraph">
<p>Contains crontab entries to run the server maintenance scripts.</p>
</div>
<div class="paragraph">
<p><strong>Location</strong>: /p4/sdp/Server/Unix/p4/common/etc/cron.d</p>
</div>
</div>
<div class="sect3">
<h4 id="_verify_sdp_sh">9.5.2. verify_sdp.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/verify_sdp.sh</code> does basic verification of SDP setup.</p>
</div>
<div class="listingblock">
<div class="title">Usage</div>
<div class="content">
<pre class="highlight"><code>USAGE for verify_sdp.sh v5.17.7:
verify_sdp.sh [<instance>] [-online] [-skip <test>[,<test2>,...]] [-si] [-L <log>|off ] [-D]
or
verify_sdp.sh -h|-man
DESCRIPTION:
This script verifies the current SDP setup for the specified instance,
and also performs basic health checks of configured servers.
This uses the SDP instance bin directory /p4/N/bin to determine
what server binaries (p4d, p4broker, p4p) are expected to be configured
on this machine.
Existence of the '*_init' script indicates the given binary is
expected. For example, for instance 1, if /p4/1/bin/p4d_1_init
exists, a p4d server is expected to run on this machine.
Checks may be executed or skipped depending on what servers are
configured. For example, if a p4d is configured, the $P4ROOT/server.id
file should exist. If p4p is configured, the 'cache' directory
should exist.
OPTIONS:
<instance>
Specify the SDP instances. If not specified, the SDP_INSTANCE
environment variable is used instead. If the instance is not
defined by a parameter and SDP_INSTANCE is not defined,
exits immediately with an error message.
-online
Online mode. Does additional checks that requires p4d, p4broker,
and/or p4p to be online. Any servers for which there are
*_init scripts in the Instance Bin directory must be online.
The Instance Bin directory is the /p4/N/bin directory, where N
is the SDP instance name.
-skip <test>[,<test2>,...]
Specify a comma-delimited list of test names to skip.
Valid test names:
* cron|crontab: Skip crontab check. Use this if you do not expect crontab to
be configured, perhaps if you use a different scheduler.
* excess: Skip checks for excess copies of p4d/p4p/p4broker in PATH.
* license: Skip license related checks.
* masterid: Skip check ensuring ServerID of master starts with 'master'.
* offline_db: Skip checks that require a healthy offline_db.
* p4root: Skip checks that require healthy P4ROOT db files.
* p4t_files: Skip checks for existence of P4TICKETS and P4TRUST files.
* passwd|password: Skip SDP password checks.
* version: Skip version checks.
As an alternative to using the '-skip' command, the shell environment
variable VERIFY_SDP_SKIP_TEST_LIST can be set to a comma-separated
list of test names to skip. Using the command line parameter is the
best choice for temporarily skipping tests, while specifying the
environment variable is better for making permanent exceptions (e.g.
always excluding the crontab check if crontabs are not used at this
site). The variable should be set in /p4/common/config/p4_N.vars.
If the '-skip' option is provided, the VERIFY_SDP_SKIP_TEST_LIST
variable is ignored (not appended to). So it may make sense to
reference the variable on the command line. For example, if the
value of the variable is 'crontab', to skip crontab and license
checks, you could specify:
-skip $VERIFY_SDP_SKIP_TEST_LIST,license
-si Silent mode, useful for cron operation. Both stdout and stderr
are still captured in the log. The '-si' option cannot be used
with '-L off'.
-L <log>
Specify the log file to use. The default is /p4/N/logs/verify_sdp.log
The special value 'off' disables logging to a file.
Note that '-L off' and '-si' are mutually exclusive.
-D Set extreme debugging verbosity.
HELP OPTIONS:
-h Display short help message
-man Display man-style help message
EXAMPLES:
Example 1: Typical usage:
This script is typically called after SDP update with only the instance
name or number as an argument, e.g.:
verify_sdp.sh 1
Example 2: Skipping some checks.
verify_sdp.sh 1 -skip crontab
Example 3: Automation Usage
If used from automation already doing its own logging, use -L off:
verify_sdp.sh 1 -L off
LOGGING:
This script generates a log file and also displays it to stdout at the
end of processing. By default, the log is:
/p4/N/logs/verify_sdp.log.
The exception is usage errors, which result an error being sent to
stderr followed usage info on stdout, followed by an immediate exit.
If the '-si' (silent) flag is used, the log is generated, but its
contents are not displayed to stdout at the end of processing.
EXIT CODES:
An exit code of 0 indicates no errors were encountered attempting to
perform verifications, and that all checks verified cleanly.</code></pre>
</div>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_other_scripts_and_files">9.6. Other Scripts and Files</h3>
<div class="paragraph">
<p>The following table describes other files in the SDP distribution. These files are usually not invoked directly by you; rather, they are invoked by higher-level scripts.</p>
</div>
<div class="sect3">
<h4 id="_backup_functions_sh">9.6.1. backup_functions.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/backup_functions.sh</code> script contains Bash functions used in other SDP scripts.</p>
</div>
<div class="paragraph">
<p>It is <strong>sourced</strong> (<code>source /p4/common/bin/backup_functions.sh</code>) by other scripts that use the common shared functions.</p>
</div>
<div class="paragraph">
<p>It is not intended to be called directly by the user.</p>
</div>
</div>
<div class="sect3">
<h4 id="_broker_rotate_sh">9.6.2. broker_rotate.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/broker_rotate.sh</code> rotates the broker log file on an instance that only has the broker running.</p>
</div>
<div class="paragraph">
<p>It can be added to a crontab for e.g. daily log rotation.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/broker_rotate.sh <instance>
/p4/common/bin/broker_rotate.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_edge_dump_sh">9.6.3. edge_dump.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/edge_dump.sh</code> script is designed to create a seed checkpoint for an Edge server.</p>
</div>
<div class="paragraph">
<p>An edge server is naturally filtered, with certain database tables (e.g.
db.have) excluded. In addition to implicit filtering, the server spec may
specify additional tables to be excluded, e.g. by using the
ArchiveDataFilter field of the server spec.</p>
</div>
<div class="paragraph">
<p>The script requires the SDP instance and the edge ServerID.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/edge_dump.sh <instance> <edge server id>
/p4/common/bin/edge_dump.sh 1 p4d_edge_syd</pre>
</div>
</div>
<div class="paragraph">
<p>It will output the full path of the checkpoint to be copied to the edge server and used with <a href="#_recover_edge_sh">Section 9.6.23, “recover_edge.sh”</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_edge_vars">9.6.4. edge_vars</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/edge_vars</code> file is sourced by scripts that work on edge servers.</p>
</div>
<div class="paragraph">
<p>It sets the correct list db.* files that are edge-specific in the
federated architecture. This version is dependent on the version of
p4d in use; this script accounts for the P4D version.</p>
</div>
<div class="paragraph">
<p>It is not intended for users to call directly.</p>
</div>
</div>
<div class="sect3">
<h4 id="_edge_shelf_replicate_sh">9.6.5. edge_shelf_replicate.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/edge_shelf_replicate.sh</code> script is intended to be run on an edge server and will ensure that all shelves are replicated to that edge server (by running <code>p4 print</code> on them).</p>
</div>
<div class="paragraph">
<p>Only use if directed to by Perforce Support or Perforce Consulting.</p>
</div>
</div>
<div class="sect3">
<h4 id="_load_checkpoint_sh">9.6.6. load_checkpoint.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/load_checkpoint.sh</code> script loads a checkpoint into <code>root</code> and <code>offline_db</code> for commit/edge/replica instance.</p>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
This script will replace your <code>/p4/<instance>/root</code> database files! <strong>Be careful!</strong>
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>If you want to create db files in <code>offline_db</code> then use <a href="#_recreate_offline_db_sh">Section 9.4.5, “recreate_offline_db.sh”</a>.</p>
</div>
<div class="listingblock">
<div class="title">Usage</div>
<div class="content">
<pre class="highlight"><code>USAGE for load_checkpoint.sh v2.3.7:
load_checkpoint.sh <checkpoint> [-i <instance>] [-s <ServerID>] [-c] [-l] [-r] [-b] [-y] [-L <log>] [-si] [-v<n>] [-D]
or
load_checkpoint.sh [-h|-man|-V]
DESCRIPTION:
This script loads a specified checkpoint into /p4/N/root and /p4/N/offline_db,
where 'N' is the SDP instance name.
At the start of processing, preflight checks are done. Preflight checks
include:
* The specified checkpoint and corresponding *.md5 file must exist.
* The $P4ROOT/server.id file must exist, unless '-s' is specified.
* The $P4ROOT/license file must exist, unless '-l' is specified.
* Basic SDP structure and key files must exist.
If the preflight passes, the p4d_N service is shutdown, and also the
p4broker_N service is shutdown if configured.
Next, the specified checkpoint is loaded. Upon completion, the Helix Core
server process, p4d_N, is started.
If the server to be started is a replica, the serviceUser configured for
the replica is logged into the P4TARGET server. Any needed 'p4 trust' and
'p4 login' commands are done to enable replication.
Note that this part of the processing will fail if the correct super user
password is not stored in the standard SDP password file,
/p4/common/config/.p4passwd.p4_N.admin
After starting the server, a local 'p4 trust' is done if needed, and then
a 'p4login -service -v' and 'p4login -v'.
By default, the p4d_N service is started, but the p4broker_N service is not.
Specify '-b' to restart both services.
ARGUMENTS AND OPTIONS:
<checkpoint>
Specify the path to the checkpoint file to load.
The file may be a compressed or uncompressed checkpoint, and it may be a case
sensitive or case-insensitive checkpoint. The checkpoint file must have a
corresponding *.md5 checksum file in the same directory, with one of two name
variations: If the checkpoint file is /somewhere/foo.gz, the checksum file may
be named /somewhere/foo.gz.md5 or /somewhere/foo.md5.
-i <instance>
Specify the SDP instance. This can be omitted if SDP_INSTANCE is already
defined.
-s <ServerID>
Specify the ServerID. This value is written into $P4ROOT/server.id file.
If no $P4ROOT/server.id file exists, this flag is required.
If the $P4ROOT/server.id file exists, this argument is not needed. If this
'-s <ServerID>' is given and a $P4ROOT/server.id file exists, the value in
the file must match the value specified with this argument.
-c Specify that SSL certificates are required, and not to be generated with
'p4d_N -Gc'.
By default, if '-c' is not supplied and SSL certs are not available, certs
are generated automatically with 'p4d_N -Gc'.
-l Specify that the server is to start without a license file. By default, if
there is no $P4ROOT/license file, this script will abort. Note that if '-l'
is specified and a license file is actually needed, the attempt this script makes
to start the server after loading the checkpoint will fail.
-r Specify '-r' to replay only to P4ROOT. By default, this script replays both
to P4ROOT and the offline_db.
-b Specify '-b' to start the a p4broker process (if configured). By default
the p4d process is started after loading the checkpoint, but the p4broker
process is not. This can be useful to ensure the human administrator has
an opportunity to do sanity checks before enabling the broker to allow
access by end users (if the broker is deployed for this usage).
-y Use the '-y' flag to bypass an interactive warning and confirmation
prompt.
-v<n> Set verbosity 1-5 (-v1 = quiet, -v5 = highest). The default is 5.
-L <log>
Specify the path to a log file. By default, all output (stdout and stderr)
goes to:
/p4/<instance>/logs/load_checkpoint.<timestamp>.log
NOTE: This script is self-logging. That is, output displayed on the screen
is simultaneously captured in the log file. Do not run this script with
redirection operators like '> log' or '2>&1', and do not use 'tee.'
-si Operate silently. All output (stdout and stderr) is redirected to the log
only; no output appears on the terminal.
-D Set extreme debugging verbosity.
HELP OPTIONS:
-h Display short help message
-man Display man-style help message
-V Display version info for this script and its libraries.
EXAMPLES:
Sample non-interactive usage (bash syntax):
nohup /load_checkpoint.sh /p4/1/checkpoints/p4_1.ckp.4025.gz -i 1 -y -si < /dev/null > /dev/null 2>&1 &
Then, monitor with:
tail -f $(ls -t $LOGS/load_checkpoint.*.log|head -1)</code></pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_gen_default_broker_cfg_sh">9.6.7. gen_default_broker_cfg.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/gen_default_broker_cfg.sh</code> script generates an SDP instance-specific variant of the generic P4Broker config file. Display to standard output.</p>
</div>
<div class="paragraph">
<p>Usage:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>cd /p4/common/bin
gen_default_broker_cfg.sh 1 > /tmp/p4broker.cfg.ToBeReviewed</pre>
</div>
</div>
<div class="paragraph">
<p>The final p4broker.cfg should end up here:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/common/config/p4_${SDP_INSTANCE}.${SERVERID}.broker.cfg</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_journal_watch_sh">9.6.8. journal_watch.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/journal_watch.sh</code> script will check diskspace available to P4JOURNAL and trigger a journal rotation based on specified thresholds. This is useful in case you are in danger of running out of disk space and your rotated journal files are stored on a separate partition than the active journal.</p>
</div>
<div class="paragraph">
<p>This script is using the following external variables:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>SDP_INSTANCE - The instance of Perforce that is being backed up. If not
set in environment, pass in as argument to script.</p>
</li>
<li>
<p>P4JOURNALWARN - Amount of space left (K,M,G,%) before min journal space where an email alert is sent</p>
</li>
<li>
<p>P4JOURNALWARNALERT - Send an alert if warn threshold is reached (true/false, default: false)</p>
</li>
<li>
<p>P4JOURNALROTATE - Amount of space left (K,M,G,%) before min journal space to trigger a journal rotation</p>
</li>
<li>
<p>P4OVERRIDEKEEPJNL - Allow script to temporarily override KEEPJNL to retain enough journals to replay against oldest checkpoint (true/false, default: false)</p>
</li>
</ul>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/journal_watch.sh <P4JOURNALWARN> <P4JOURNALWARNALERT> <P4JOURNALROTATE> <P4OVERRIDEKEEPJNL (Optional)></pre>
</div>
</div>
<div class="paragraph">
<div class="title">Examples</div>
<p>Run from CLI that will warn via email if less than 20% is available and rotate journal when less than 10% is available</p>
</div>
<div class="literalblock">
<div class="content">
<pre>./journal_watch.sh 20% TRUE 10% TRUE</pre>
</div>
</div>
<div class="paragraph">
<p>Cron job that will warn via email if less than 20% is available and rotate journal when less than 10% is available</p>
</div>
<div class="literalblock">
<div class="content">
<pre>30 * * * * [ -e /p4/common/bin ] && /p4/common/bin/run_if_master.sh ${INSTANCE} /p4/common/bin/journal_watch.sh ${INSTANCE} 20\% TRUE 10\% TRUE</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_kill_idle_sh">9.6.9. kill_idle.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/kill_idle.sh</code> script runs <code>p4 monitor terminate</code> on all processes showing in the output of <code>p4 monitor show</code> that are in the IDLE state.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/kill_idle.sh <instance>
/p4/common/bin/kill_idle.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_p4d_base">9.6.10. p4d_base</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4d_base</code> script is the script to start/stop/restart the <code>p4d</code> instance.</p>
</div>
<div class="paragraph">
<p>It is called by <code>p4d_<instance>_init</code> script (and thus also <code>systemctl</code> on systemd Linux distributions). It is not intended to be called by users directly.</p>
</div>
</div>
<div class="sect3">
<h4 id="_p4broker_base">9.6.11. p4broker_base</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4broker_base</code> script is very similar to <a href="#_p4d_base">Section 9.6.10, “p4d_base”</a> but for the <code>p4broker</code> service instance.</p>
</div>
<div class="paragraph">
<p>See <a href="https://www.perforce.com/manuals/p4dist/Content/P4Dist/chapter.broker.html">p4broker in SysAdmin Guide</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_p4ftpd_base">9.6.12. p4ftpd_base</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4ftpd_base</code> script is very similar to <a href="#_p4d_base">Section 9.6.10, “p4d_base”</a> but for the <code>p4ftp</code> service instance. The p4ftp has been deprecated; this may be removed in a future SDP release.</p>
</div>
<div class="paragraph">
<p>This product is very seldom used these days!</p>
</div>
<div class="paragraph">
<p>See <a href="https://www.perforce.com/manuals/p4ftp/index.html">P4FTP Installation Guide.</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_p4p_base">9.6.13. p4p_base</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4p_base</code> is very similar to <a href="#_p4d_base">Section 9.6.10, “p4d_base”</a> but for the <code>p4p</code> (P4 Proxy) service instance.</p>
</div>
<div class="paragraph">
<p>See <a href="https://www.perforce.com/manuals/p4dist/Content/P4Dist/chapter.proxy.html">p4proxy in SysAdmin Guide</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_p4pcm_pl">9.6.14. p4pcm.pl</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4pcm.pl</code> script is a utility to remove files in the proxy cache if the amount of free disk space falls below the low threshold.</p>
</div>
<div class="listingblock">
<div class="title">Usage</div>
<div class="content">
<pre class="highlight"><code>Usage:
p4pcm.pl [-d "proxy cache dir"] [-tlow <low_threshold>] [-thigh <high_threshold>] [-n]
or
p4pcm.pl -h
This utility removes files in the proxy cache if the amount of free disk space
falls below the low threshold (default 10GB). It removes files (oldest first)
until the high threshold is (default 20GB) is reached. Specify the thresholds
in kilobyte units (kb).
The '-d "proxy cache dir"' argument is required unless $P4PCACHE is defined,
in which case it is used.
The log is $LOGS/p4pcm.log if $LOGS is defined, else p4pcm.log in the current
directory.
Use '-n' to show what files would be removed.</code></pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_p4review_py">9.6.15. p4review.py</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4review.py</code> script sends out email containing the change descriptions to users who are configured as reviewers for affected files (done by setting the Reviews: field in the user specification). This script is a version of the <code>p4review.py</code> script that is available on the Perforce Web site, but has been modified to use the server instance number. It relies on a configuration file in <code>/p4/common/config</code>, called <code>p4_<instance>.p4review.cfg</code>.</p>
</div>
<div class="paragraph">
<p>This is not required if you have installed Swarm which also performs notification functions and is easier for users to configure.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/p4review.py # Uses config file as above</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_p4review2_py">9.6.16. p4review2.py</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4review2.py</code> script is an enhanced version of <a href="#_p4review_py">Section 9.6.15, “p4review.py”</a></p>
</div>
<div class="olist arabic">
<ol class="arabic">
<li>
<p>Run p4review2.py --sample-config > p4review.conf</p>
</li>
<li>
<p>Edit the file p4review.conf</p>
</li>
<li>
<p>Add a crontab similar to this:</p>
<div class="ulist">
<ul>
<li>
<p>* * * * python2.7 /path/to/p4review2.py -c /path/to/p4review.conf</p>
</li>
</ul>
</div>
</li>
</ol>
</div>
<div class="paragraph">
<p>Features:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Prevent multiple copies running concurrently with a simple lock file.</p>
</li>
<li>
<p>Logging support built-in.</p>
</li>
<li>
<p>Takes command-line options.</p>
</li>
<li>
<p>Configurable subject and email templates.</p>
</li>
<li>
<p>Use P4Python when available and use P4 (the CLI) as a fallback.</p>
</li>
<li>
<p>Option to send a <em>single</em> email per user per invocation instead of multiple ones.</p>
</li>
<li>
<p>Reads config from a INI-like file using ConfigParser</p>
</li>
<li>
<p>Have command line options that overrides environment variables.</p>
</li>
<li>
<p>Handles unicode-enabled server <strong>and</strong> non-ASCII characters on a non-unicode-enabled server.</p>
</li>
<li>
<p>Option to opt-in (--opt-in-path) reviews globally (for migration
from old review daemon).</p>
</li>
<li>
<p>Configurable URLs for changes/jobs/users (for swarm).</p>
</li>
<li>
<p>Able to limit the maximum email message size with a configurable.</p>
</li>
<li>
<p>SMTP auth and TLS (not SSL) support.</p>
</li>
<li>
<p>Handles P4AUTH (optional; use of P4AUTH is no longer recommended).</p>
</li>
</ul>
</div>
</div>
<div class="sect3">
<h4 id="_p4sanity_check_sh">9.6.17. p4sanity_check.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4sanity_check.sh</code> script is a simple script to run:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>p4 set</p>
</li>
<li>
<p>p4 info</p>
</li>
<li>
<p>p4 changes -m 10</p>
</li>
</ul>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/p4sanity_check.sh <instance>
/p4/common/bin/p4sanity_check.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_p4dstate_sh">9.6.18. p4dstate.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/p4dstate.sh</code> is a trouble-shooting script for use when directed by support, e.g. in situations such as server hanging, major locking problems etc.</p>
</div>
<div class="paragraph">
<p>It is an "SDP-aware" version of the <a href="https://community.perforce.com/s/article/15261">standard p4dstate.sh</a> so that it only requires the SDP instance to be specified as a parameter (since the location of logs etc are defined by SDP).</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>sudo /p4/common/bin/p4dstate.sh <instance>
sudo /p4/common/bin/p4dstate.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_ps_functions_sh">9.6.19. ps_functions.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/ps_functions.sh</code> library file contains common functions for using 'ps' to check on process ids. It is not intended to be called by users.</p>
</div>
<div class="literalblock">
<div class="content">
<pre>get_pids ($exe)</pre>
</div>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>Call with an exe name, e.g. /p4/1/bin/p4web_1</pre>
</div>
</div>
<div class="literalblock">
<div class="title">Examples</div>
<div class="content">
<pre>p4web_pids=$(get_pids $P4WEBBIN)
p4broker_pids=$(get_pids $P4BROKERBIN)</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_pull_sh">9.6.20. pull.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/pull.sh</code> is a reference pull trigger implementation for <a href="https://community.perforce.com/s/article/15337">External Archive Transfer using pull-archive and edge-content triggers</a></p>
</div>
<div class="paragraph">
<p>It is a fast content transfer mechanism using Aspera (and can be adapted to other similar UDP based products.) An Edge server uses this trigger to pull files from its upstream Commit server. It replaces or augments the built in replication archive pull and is useful in scenarios where there are lots of large (binary) files and commit/edge are geographically distributed with high latency and/or low bandwidth between them.</p>
</div>
<div class="paragraph">
<p>See also companion trigger <a href="#_submit_sh">Section 9.6.28, “submit.sh”</a>.</p>
</div>
<div class="paragraph">
<p>It is based around getting a list of files to copy from commit to edge, then doing the file transfer using <code>ascp</code> (Aspera file copy).</p>
</div>
<div class="paragraph">
<p>The configurable <code>pull.trigger.dir</code> should be set to a temp folder like <code>/p4/1/tmp</code>.</p>
</div>
<div class="paragraph">
<p>Startup commands look like:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>startup.2=pull -i 1 -u --trigger --batch=1000</pre>
</div>
</div>
<div class="paragraph">
<p>The trigger entry for the pull commands looks like this:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>pull_archive pull-archive pull "/p4/common/bin/triggers/pull.sh %archiveList%"</pre>
</div>
</div>
<div class="paragraph">
<p>There are some pull trigger options, but the are not necessary with Aspera. Aspera works best if you give it the max batch size of 1000 and set up 1 or more threads. Note, that each thread will use the max bandwidth you specify, so a single pull-trigger thread is probably all you will want.</p>
</div>
<div class="paragraph">
<p>The <code>ascp</code> user needs to have ssl public keys set up or export <code>ASPERA_SCP_PASS</code>.</p>
</div>
<div class="paragraph">
<p>The <code>ascp</code> user should be set up with the target as / with full write access to the volume where the depot files are located. The easiest way to do that is to use the same user that is running the p4d service.</p>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
ensure ascp is correctly configured and working in your environment: <a href="https://www-01.ibm.com/support/docview.wss?uid=ibm10747281" class="bare">https://www-01.ibm.com/support/docview.wss?uid=ibm10747281</a> (search for "ascp connectivity testing")
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>Standard SDP environment is assumed, e.g P4USER, P4PORT, OSUSER, P4BIN, etc. are set, PATH is appropriate, and a super user is logged in with a non-expiring ticket.</p>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
Read the trigger comments for any customization requirements required for your environment.
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>See also the test version of the script: <a href="#_pull_test_sh">Section 9.6.21, “pull_test.sh”</a></p>
</div>
<div class="paragraph">
<p>See the <code>/p4/common/bin/triggers/pull.sh</code> script for details and to customize for your environment.</p>
</div>
</div>
<div class="sect3">
<h4 id="_pull_test_sh">9.6.21. pull_test.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/pull_test.sh</code> script is a test script.</p>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
THIS IS A TEST SCRIPT - it substitutes for <a href="#_pull_sh">Section 9.6.20, “pull.sh”</a> which uses Aspera’s <code>ascp</code> and replaces that with Linux standard <code>scp</code> utility. <strong>IT IS NOT INTENDED FOR PRODUCTION USE!!!!</strong>
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>If you don’t have an Aspera license, then you can test with this script to understand the process.</p>
</div>
<div class="paragraph">
<p>See the <code>/p4/common/bin/triggers/pull_test.sh</code> script for details.</p>
</div>
<div class="paragraph">
<p>There is a demonstrator project showing usage: <a href="https://github.com/rcowham/p4d-edge-pull-demo" class="bare">https://github.com/rcowham/p4d-edge-pull-demo</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_purge_revisions_sh">9.6.22. purge_revisions.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/purge_revisions.sh</code> script will allow you to archive files and optionally purge files based on a configurable number of days and minimum revisions that you want to keep. This is useful if you want to keep a certain number of days worth of files instead of a specific number of revisions.</p>
</div>
<div class="paragraph">
<p>Note: If you run this script with purge mode disabled, and then enable it after the fact, all previously archived files specified in the configuration file will be purged if the configured criteria is met.</p>
</div>
<div class="paragraph">
<p>Prior to running this script, you may want to disable server locks for archive to reduce impact to end users.</p>
</div>
<div class="paragraph">
<p>See: <a href="https://www.perforce.com/perforce/doc.current/manuals/cmdref/Content/CmdRef/configurables.configurables.html#server.locks.archive" class="bare">https://www.perforce.com/perforce/doc.current/manuals/cmdref/Content/CmdRef/configurables.configurables.html#server.locks.archive</a></p>
</div>
<div class="paragraph">
<p>Parameters:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>SDP_INSTANCE - The instance of Perforce that is being backed up. If not set in environment, pass in as argument to script.</p>
</li>
<li>
<p>P4_ARCHIVE_CONFIG - The location of the config file used to determine retention. If not set in environment, pass in as argument to script. This can be stored on a physical disk or somewhere in perforce.</p>
</li>
<li>
<p>P4_ARCHIVE_DEPOT - Depot to archive the files in (string)</p>
</li>
<li>
<p>P4_ARCHIVE_REPORT_MODE - Do not archive revisions; report on which revisions would have been archived (bool - default: true)</p>
</li>
<li>
<p>P4_ARCHIVE_TEXT - Archive text files (or other revisions stored in delta format, such as files of type binary+D) (bool - default: false)</p>
</li>
<li>
<p>P4_PURGE_MODE - Enables purging of files after they are archived (bool - default: false)</p>
</li>
</ul>
</div>
<div class="paragraph">
<div class="title">Config File Format</div>
<p>The config file should contain a list of file paths, number of days and minimum
of revisions to keep in a tab delimited format.</p>
</div>
<div class="literalblock">
<div class="content">
<pre><PATH> <DAYS> <MINIMUM REVISIONS></pre>
</div>
</div>
<div class="paragraph">
<p>Example:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>//test/1.txt 10 1
//test/2.txt 1 3
//test/3.txt 10 10
//test/4.txt 30 3
//test/5.txt 30 8</pre>
</div>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/purge_revisions.sh <SDP_INSTANCE> <P4_ARCHIVE_CONFIG> <P4_ARCHIVE_DEPOT> <P4_ARCHIVE_REPORT_MODE (Optional)> 4_ARCHIVE_TEXT (Optional)> <P4_PURGE_MODE (Optional)></pre>
</div>
</div>
<div class="paragraph">
<div class="title">Examples</div>
<p>Run from CLI that will archive files as defined in the config file</p>
</div>
<div class="literalblock">
<div class="content">
<pre>./purge_revisions.sh 1 /p4/common/config/p4_1.p4purge.cfg archive FALSE</pre>
</div>
</div>
<div class="paragraph">
<p>Cron job that will will archive files as defined in the config file, including text files</p>
</div>
<div class="literalblock">
<div class="content">
<pre>30 0 * * * [ -e /p4/common/bin ] && /p4/common/bin/run_if_master.sh ${INSTANCE} /p4/common/bin/purge_revisions.sh $INSTANCE} /p4/common/config/p4_1.p4purge.cfg archive FALSE FALSE</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_recover_edge_sh">9.6.23. recover_edge.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/recover_edge.sh</code> script is designed to rebuild an Edge server from a seed checkpoint from the master while keeping the existing edge specific data.</p>
</div>
<div class="paragraph">
<p>You have to first copy the seed checkpoint from the master, created with
<a href="#_edge_dump_sh">Section 9.6.3, “edge_dump.sh”</a>, to the edge server before running this script. (Alternately,
a full checkpoint from the master can be used so long as the edge server
spec does not specify any filtering, e.g. does not use ArchiveDataFilter.)</p>
</div>
<div class="paragraph">
<p>Then run this script on the Edge server host with the instance number and full
path of the master seed checkpoint as parameters.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/recover_edge.sh <instance> <absolute path to checkpoint>
/p4/common/bin/recover_edge.sh 1 /p4/1/checkpoints/p4_1.edge_syd.seed.ckp.9188.gz</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_replica_cleanup_sh">9.6.24. replica_cleanup.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/replica_cleanup.sh</code> script performs the following actions for a replica:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>rotate logs</p>
</li>
<li>
<p>remove old checkpoints and journals</p>
</li>
<li>
<p>remove old logs</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>This should be used on replicas for which the <code>sync_replica.sh</code> is not used.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/replica_cleanup.sh <instance>
/p4/common/bin/replica_cleanup.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_replica_status_sh">9.6.25. replica_status.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/replica_status.sh</code> script is regularly run by crontab on a replica or edge (using <a href="#_run_if_replica_sh">Section 9.4.13, “run_if_replica.sh”</a>).</p>
</div>
<div class="literalblock">
<div class="content">
<pre>0 8 * * * [ -e /p4/common/bin ] && /p4/common/bin/run_if_replica.sh ${INSTANCE} /p4/common/bin/replica_status.sh ${INSTANCE} > /dev/null
0 8 * * * [ -e /p4/common/bin ] && /p4/common/bin/run_if_edge.sh ${INSTANCE} /p4/common/bin/replica_status.sh ${INSTANCE} > /dev/null</pre>
</div>
</div>
<div class="paragraph">
<p>It performs a <code>p4 pull -lj</code> command on the replica to report current replication status, and emails this to the standard SDP administrator email on a daily basis. This is useful for monitoring purposes to detect replica lag or similar problems.</p>
</div>
<div class="paragraph">
<p>If you are using enhance monitoring such as <a href="https://github.com/perforce/p4prometheus">p4prometheus</a> then this script may not be required.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/replica_status.sh <instance>
/p4/common/bin/replica_status.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_request_replica_checkpoint_sh">9.6.26. request_replica_checkpoint.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/request_replica_checkpoint.sh</code> script is intended to be run on a standby replica. It essentially just calls 'p4 admin checkpoint -Z' to request a checkpoint and exits. The actual checkpoint is created on the next journal rotation on the master.</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/request_replica_checkpoint.sh <instance>
/p4/common/bin/request_replica_checkpoint.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_rotate_journal_sh">9.6.27. rotate_journal.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/rotate_journal.sh</code> script is a convenience script to perform the following actions for the specified instance (single parameter):</p>
</div>
<div class="ulist">
<ul>
<li>
<p>rotate live journal</p>
</li>
<li>
<p>replay it to the <code>offline_db</code></p>
</li>
<li>
<p>rotate logs files according to the settings in <code>p4_vars</code> for things like <code>KEEP_LOGS</code></p>
</li>
</ul>
</div>
<div class="paragraph">
<p>It has several use cases:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>For sites with large, long-running checkpoints, it can be used to schedule journal rotations to occur more frequently than <code>daily_checkpoint.sh</code> is run.</p>
</li>
<li>
<p>It can be used to trigger checkpoints to run on edge servers.</p>
</li>
</ul>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/rotate_journal.sh <instance>
/p4/common/bin/rotate_journal.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_submit_sh">9.6.28. submit.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/submit.sh</code> script is an example submit trigger for <a href="https://community.perforce.com/s/article/15337">External Archive Transfer using pull-archive and edge-content triggers</a></p>
</div>
<div class="paragraph">
<p>This is a reference edge-content trigger for use with an Edge/Commit server topology - the
Edge server uses this trigger to transmit files which are being submitted to the Commit instead
of using its normal file transfer mechanism.
This trigger uses Aspera for fast file transfer, and UDP, rather than TCP and is typically
much faster, especially with high latency connections.</p>
</div>
<div class="paragraph">
<p>Companion trigger/script to <a href="#_pull_sh">Section 9.6.20, “pull.sh”</a></p>
</div>
<div class="paragraph">
<p>Uses <code>fstat -Ob</code> with some filtering to generate a list of files to be copied.
Create a temp file with the filename pairs expected by ascp, and
then perform the copy.</p>
</div>
<div class="paragraph">
<p>This configurable must be set:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>rpl.submit.nocopy=1</pre>
</div>
</div>
<div class="paragraph">
<p>The edge-content trigger looks like this:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>EdgeSubmit edge-content //... "/p4/common/bin/triggers/ascpSubmit.sh %changelist%"</pre>
</div>
</div>
<div class="paragraph">
<p>The <code>ascp</code> user needs to have ssl public keys set up or export <code>ASPERA_SCP_PASS</code>.
The <code>ascp</code> user should be set up with the target as / with full write access to the volume where
the depot files are located. The easiest way to do that is to use the same user that is
running the p4d service.</p>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
ensure <code>ascp</code> is correctly configured and working in your environment:
<a href="https://www-01.ibm.com/support/docview.wss?uid=ibm10747281" class="bare">https://www-01.ibm.com/support/docview.wss?uid=ibm10747281</a>
(search for "ascp connectivity testing")
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>Standard SDP environment is assumed, e.g P4USER, P4PORT, OSUSER, P4BIN, etc.
are set, PATH is appropriate, and a super user is logged in with a non-expiring
ticket.</p>
</div>
<div class="paragraph">
<p>See the test version of this script below: <a href="#_submit_test_sh">Section 9.6.29, “submit_test.sh”</a></p>
</div>
<div class="paragraph">
<p>See the <code>/p4/common/bin/triggers/submit.sh</code> script for details and to customize for your environment.</p>
</div>
</div>
<div class="sect3">
<h4 id="_submit_test_sh">9.6.29. submit_test.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/submit_test.sh</code> script is a test script.</p>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
THIS IS A TEST SCRIPT - it substitutes for <a href="#_submit_sh">Section 9.6.28, “submit.sh”</a> (which uses Aspera) - and replaces <code>ascp</code> with Linux standard <code>scp</code>.
IT IS NOT INTENDED FOR PRODUCTION USE!!!!
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>If you don’t have an Aspera license, then you can test with this script
to understand the process.</p>
</div>
<div class="paragraph">
<p>See the <code>/p4/common/bin/triggers/submit_test.sh</code> for details.</p>
</div>
<div class="paragraph">
<p>There is a demonstrator project showing usage: <a href="https://github.com/rcowham/p4d-edge-pull-demo" class="bare">https://github.com/rcowham/p4d-edge-pull-demo</a></p>
</div>
</div>
<div class="sect3">
<h4 id="_sync_replica_sh">9.6.30. sync_replica.sh</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/sync_replica.sh</code> script is included in the standard crontab for a replica.</p>
</div>
<div class="paragraph">
<p>It runs <code>rsync</code> to mirror the <code>/p4/1/checkpoints</code> (assuming instance <code>1</code>) directory to the replica machine.</p>
</div>
<div class="paragraph">
<p>It then uses the latest checkpoint in that directory to update the local <code>offline_db</code> directory for the replica.</p>
</div>
<div class="paragraph">
<p>This ensures that the replica can be quickly and easily reseeded if required without having to first copy checkpoints locally (which can take hours over slow WAN links).</p>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/sync_replica.sh <instance>
/p4/common/bin/sync_replica.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_templates_directory">9.6.31. templates directory</h4>
<div class="paragraph">
<p>This sub-directory of <code>/p4/common/bin</code> contains some files which can be used as templates
for new commands if you wish:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>template.pl - Perl</p>
</li>
<li>
<p>template.py - Python</p>
</li>
<li>
<p>template.py.cfg - config file for python</p>
</li>
<li>
<p>template.sh - Bash</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>They are not intended to be run directly.</p>
</div>
</div>
<div class="sect3">
<h4 id="_update_limits_py">9.6.32. update_limits.py</h4>
<div class="paragraph">
<p>The <code>/p4/common/bin/update_limits.py</code> script is a Python script which is intended to be called from a crontab entry one per hour. It must be wrapped with the <code>p4master_run</code> script.</p>
</div>
<div class="paragraph">
<p>It ensures that all current users are added to the <code>limits</code> group. This makes it easy for an administrator to configure global limits on values such as MaxScanRows, MaxSearchResults etc. This can reduce load on a heavily loaded instance.</p>
</div>
<div class="paragraph">
<p>For more information:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><a href="https://community.perforce.com/s/article/2529">Maximizing Perforce Helix Core Performance</a></p>
</li>
<li>
<p><a href="https://community.perforce.com/s/article/2521">Multiple MaxScanRows and similar values</a></p>
</li>
</ul>
</div>
<div class="literalblock">
<div class="title">Usage</div>
<div class="content">
<pre>/p4/common/bin/update_limits.py <instance>
/p4/common/bin/update_limits.py 1</pre>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_sample_procedures">10. Sample Procedures</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This section describes sample procedures using the SDP tools described above, given certain scenarios.</p>
</div>
<div class="sect2">
<h3 id="_reseeding_an_edge_server">10.1. Reseeding an Edge Server</h3>
<div class="paragraph">
<p>Perforce Helix Edge Servers are a form of replica that replicates "persistent history" data such as submitted changelists from the master server, while maintaining local databases for "work-in-progress" data, to include user workspaces, lists of files checked out in user workspaces, etc. This separation of persistent and work-in-progress data has significant benefits that make edge servers perform optimally for certain use cases.</p>
</div>
<div class="paragraph">
<p>When a new edge server is deployed for the first time, it is "seeded" with a special seed checkpoint from the master server. This is done using the SDP <code>edge_dump.sh</code> script.</p>
</div>
<div class="paragraph">
<p>Edge servers need to be reseeded in certain circumstances. When an edge server is reseeded, the latest persistent history from the master server is combined with the latest work-in-progress data from the edge server.</p>
</div>
<div class="paragraph">
<p>Some occasions that require reseeding include:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>When changing the scope of replication filtering, i.e. if the <code>*DataFilter</code> fields of the server spec are changed.</p>
</li>
<li>
<p>In some recovery situations involving hardware or other infrastructure failure.</p>
</li>
<li>
<p>When advised by Perforce Support.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>An article <a href="https://community.perforce.com/s/article/12127">Edge Server Metadata Recovery</a> discusses the manual process in detail. The process outlined in this article is implemented in the SDP with two scripts, <code>edge_dump.sh</code> and <code>recover_edge.sh</code>.</p>
</div>
<div class="paragraph">
<p>Key aspects of this implementation:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>No downtime is required for the master server process.</p>
</li>
<li>
<p>Downtime for the edge to be reseeded is required. This is kept to a minimum.</p>
</li>
</ul>
</div>
</div>
<div class="sect2">
<h3 id="_edge_reseed_scenario">10.2. Edge Reseed Scenario</h3>
<div class="paragraph">
<p>In this sample scenario, an edge server needs to be reseeded.</p>
</div>
<div class="paragraph">
<p>Sample details about this scenario:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>The SDP instance is <code>1</code>.</p>
</li>
<li>
<p>The <code>perforce</code> operating system runs the p4d process on all machines.</p>
</li>
<li>
<p>The <code>perforce</code> user’s <code>~/.bashrc</code> ensures that the shell environment is set automatically on login, by doing: <code>source /p4/common/bin/p4_vars 1</code></p>
</li>
<li>
<p>The master server has a ServerID of <code>master.1</code> and runs on the machine <code>bos-helix-01</code>.</p>
</li>
<li>
<p>The edge server has a ServerID of <code>p4d_edge_syd</code> and runs on the machine <code>syd-helix-04</code>.</p>
</li>
<li>
<p>Both the master and edge server are online and actively in use at the start of processing.</p>
</li>
<li>
<p>Users of the edge server to be reseeded have been notified about a planned outage.</p>
</li>
<li>
<p>No outage is planned or necessary for the master server</p>
</li>
<li>
<p>SSH keys are setup for the <code>perforce</code> user.</p>
</li>
</ul>
</div>
<div class="sect3">
<h4 id="_step_0_preflight_checks">10.2.1. Step 0: Preflight Checks</h4>
<div class="paragraph">
<p>Make sure the start state is healthy.</p>
</div>
<div class="paragraph">
<p>As <code>perforce@bos-helix-01</code> (the master):</p>
</div>
<div class="literalblock">
<div class="content">
<pre>verify_sdp.sh 1 -online</pre>
</div>
</div>
<div class="paragraph">
<p>As <code>perforce@syd-helix-04</code> (the edge):</p>
</div>
<div class="literalblock">
<div class="content">
<pre>verify_sdp.sh 1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_step_1_create_new_edge_seed_checkpoint">10.2.2. Step 1: Create New Edge Seed Checkpoint</h4>
<div class="paragraph">
<p>On the master server, create a new edge seed checkpoint using <code>edge_dump.sh</code>. This will contain recent persistent history from the master.</p>
</div>
<div class="paragraph">
<p>This process uses the <code>offline_db</code> rather than P4ROOT, so no downtime is needed.</p>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
Creating an edge seed requires that the <code>offline_db</code> directory not be interfered with. The <code>daily_checkpoint.sh</code> script runs in the crontab of the <code>perforce</code> user on the master, and that script must not be run when <code>edge_dump.sh</code> runs. Ensure that <code>edge_dump.sh</code> is run at a time when it won’t conflict with the operation of <code>daily_checkpoint.sh</code>. If checkpoints take many hours, consider disabling the crontab for <code>daily_checkpoint.sh</code> by commenting it out of the crontab until <code>edge_dump.sh</code> completes — but don’t forget to re-enable it afterward!
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>Create the edge seed like so, as <code>perforce@bos-helix-01</code> (the master):</p>
</div>
<div class="literalblock">
<div class="content">
<pre>nohup /p4/common/bin/p4master_run 1 edge_dump.sh 1 p4d_edge_syd < /dev/null > /p4/1/logs/dump.log 2>&1 &</pre>
</div>
</div>
<div class="paragraph">
<p>Then monitor until completion with:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>tail -f $(ls -t $LOGS/edge_dump.*.log | head -1)</pre>
</div>
</div>
<div class="paragraph">
<p>The edge seed will appear as a file looking something like:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/1/checkpoints/p4_1.edge_syd.seed.2035.gz
/p4/1/checkpoints/p4_1.edge_syd.seed.2035.gz.md5</pre>
</div>
</div>
<div class="paragraph">
<p>When the <code>.md5</code> file appears, the edge seed checkpoint is complete.</p>
</div>
<div class="paragraph">
<p>Notes:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>The <code>nohup</code> at the beginning of the command and the <code>&</code> at the end ensure this process will continue to run even if the terminal window in which the command was executed disconnects.</p>
</li>
</ul>
</div>
</div>
<div class="sect3">
<h4 id="_step_2_transfer_edge_seed">10.2.3. Step 2: Transfer Edge Seed</h4>
<div class="paragraph">
<p>Transfer the edge seed from the master to the edge like so, as <code>perforce@bos-helix-01</code> (the master):</p>
</div>
<div class="literalblock">
<div class="content">
<pre>scp -p /p4/1/checkpoints/p4_1.edge_syd.seed.2035.gz syd-helix-04:/p4/1/checkpoints/.
scp -p /p4/1/checkpoints/p4_1.edge_syd.seed.2035.gz.md5 syd-helix-04:/p4/1/checkpoints/.</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_step_3_reseed_the_edge">10.2.4. Step 3: Reseed the Edge</h4>
<div class="paragraph">
<p>Reseed the edge. As <code>perforce@syd-helix-04</code> (the edge):</p>
</div>
<div class="literalblock">
<div class="content">
<pre>nohup /p4/common/bin/run_if_edge.sh 1 recover_edge.sh 1 /p4/1/checkpoints/p4_1.edge_syd.seed.2035.gz < /dev/null > /p4/1/logs/rec.log 2>&1 &</pre>
</div>
</div>
<div class="paragraph">
<p>Notes:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>The <code>offline_db</code> of the edge server is removed at the start of processing, but is replaced at the end.</p>
</li>
<li>
<p>It is safe for the p4d process of the edge server to be up and running when this process starts. It it is up at the start of processing, it will be shutdown by the <code>recovered_edge.sh</code>, but not immediately. The script allows the p4d service to remain in use while the edge seed checkpoint from the master is replayed into the <code>offine_db</code>.</p>
</li>
<li>
<p>After the edge seed checkpoint has been replayed, the p4d service is shutdown, and then the process of combining persistent and work-in-progress data commences, the essense of the reseed operation.</p>
</li>
<li>
<p>After the edge reseed is complete, the p4d process is started. It will then start replcating new data from the master since the time of the edge seed checkpoint creation. The p4d service may hang and be unresponive for several minutes after it is started. If you choose to monitor closely, when a <code>p4 pull -lj</code> on the edge indicates it has caught up to the master, the service is safe to use again.</p>
</li>
<li>
<p>The <code>recover_edge.sh</code> script continues to run after the service is back online, as it rebuilds the <code>offline_db</code> of the edge server.</p>
</li>
<li>
<p>On the edge server, the edge server’s regular checkpoinst land in <code>/p4/1/checkpionts.edge_syd</code>. The <code>/p4/1/checkpoints</code> folder is used only for holdin edge seed checkpoints transferred from the master.</p>
</li>
<li>
<p>Typically, all steps described in the process are done on the same day. However, it is OK if the <code>edge_dump.sh</code>, seed checkpoint transfer, and <code>recover_edge.sh</code> with some time lag between the major steps, typically measured in journal rotations or simply days, with incremental impact on the duration of the recovery step, and so long as the edge seed is not so far behind that the master no longer has numbered journals to feed the edge once it starts.</p>
</li>
</ul>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
Reseeding requires that the <code>offline_db</code> directory not be interfered with. The <code>daily_checkpoint.sh</code> script runs in the crontab of the <code>perforce</code> user on the edge server, and that script must not be run when <code>recover_edge.sh</code> runs. Ensure that <code>recover_edge.sh</code> is run at a time when it won’t conflict with the operation of <code>daily_checkpoint.sh</code>. If checkpoints take many hours, consider disabling the crontab for <code>daily_checkpoint.sh</code> by commenting it out of the crontab until <code>recover_edge.sh</code> completes — but don’t forget to re-enable it afterward!
</td>
</tr>
</table>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
This sample procedure dos not illustrate using a p4broker service to broadcast a "Down for maintence" message on the edge server. If your SDP installation uses p4brokers on p4d server machines, they can be used to prevent regular users from attempting to access the edge server during the processing of <code>recover_edge.sh</code>. This can help prevent users from experiencing a hang, for example, in the time after the edge p4d process starts but before it catches up to the master.
</td>
</tr>
</table>
</div>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_sdp_package_contents_and_planning">Appendix A: SDP Package Contents and Planning</h2>
<div class="sectionbody">
<div class="paragraph">
<p>The directory structure of the SDP is shown below in Figure 1 - SDP Package Directory Structure. This includes all SDP files, including documentation and sample scripts. A subset of these files are deployed to server machines during the installation process.</p>
</div>
<div class="literalblock">
<div class="content">
<pre>sdp
doc
Server (Core SDP Files)
Unix
setup (Unix-specific setup)
p4
common
bin (Backup scripts, etc)
triggers (Example triggers)
config
etc
cron.d
init.d
systemd
lib
test
setup (cross platform setup - typemap, configure, etc)
test (automated test scripts)</pre>
</div>
</div>
<div class="paragraph">
<p>Figure 1 - SDP Package Directory Structure</p>
</div>
<div class="sect2">
<h3 id="_volume_layout_and_server_planning">A.1. Volume Layout and Server Planning</h3>
<div class="paragraph">
<p>Figure 2: SDP Runtime Structure and Volume Layout, viewed from the top down, displays
a Perforce <em>application</em> administrator’s view of the system, which shows how to
navigate the directory structure to find databases, log files, and versioned files in
the depots. Viewed from the bottom up, it displays a Perforce <em>system</em> administrator’s
view, emphasizing the physical volume where Perforce data is stored.</p>
</div>
<div class="sect3">
<h4 id="_memory_and_cpu">A.1.1. Memory and CPU</h4>
<div class="paragraph">
<p>Make sure the server has enough memory to cache the <strong>db.rev</strong> database file and to prevent the server from paging during user queries. Maximum performance is obtained if the server has enough memory to keep all of the database files in memory. While the p4d process itself is frugal with system resources such as RAM, it benefits from an excess of RAM due to modern operating systems using excess RAM as file I/O cache. This is to the great benefit of p4d, even though the p4d process itself may not be seen as consuming much RAM directly.</p>
</div>
<div class="paragraph">
<p><strong>Below are some approximate guidelines for</strong> allocating memory.</p>
</div>
<div class="ulist">
<ul>
<li>
<p>1.5 kilobyte of RAM per file revision stored in the server.</p>
</li>
<li>
<p>32 MB of RAM per user.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>INFO: When doing detailed history imports from legacy SCM systems into Perforce, there may be many revisions of files. You want to account for <code>(total files) x (average number of revisions per file)</code> rather than simply the total number of files.</p>
</div>
<div class="paragraph">
<p>Use the fastest processors available with the fastest available bus speed. Faster processors are typically more desirable than a greater number of cores and provide better performance since quick bursts of computational speed are more important to Perforce’s performance than the number of processors. Have a minimum of two processors so that the offline checkpoint and back up processes do not interfere with your Perforce server. There are log analysis options to diagnose underperforming servers and improve things. Contact Perforce Support/Perforce Consulting for details.</p>
</div>
</div>
<div class="sect3">
<h4 id="_directory_structure_configuration_script_for_linuxunix">A.1.2. Directory Structure Configuration Script for Linux/Unix</h4>
<div class="paragraph">
<p>This script describes the steps performed by the mkdirs.sh script on Linux/Unix platforms. Please review this appendix carefully before running these steps manually. Assuming the three-volume configuration described in the Volume Layout and Hardware section are used, the following directories are created. The following examples are illustrated with "1" as the server instance number.</p>
</div>
<table class="tableblock frame-all grid-all stretch">
<colgroup>
<col style="width: 50%;">
<col style="width: 50%;">
</colgroup>
<thead>
<tr>
<th class="tableblock halign-left valign-top"><em>Directory</em></th>
<th class="tableblock halign-left valign-top"><em>Remarks</em></th>
</tr>
</thead>
<tbody>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/p4</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Must be under root (<code>/</code>) on the OS volume</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxdepots/p4/1/bin</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Files in here are generated by the mkdirs.sh script.</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxdepots/p4/1/depots</code></p></td>
<td class="tableblock halign-left valign-top"></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxdepots/p4/1/tmp</code></p></td>
<td class="tableblock halign-left valign-top"></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxdepots/p4/common/config</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Contains p4_<instance>.vars file, e.g. <code>p4_1.vars</code></p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxdepots/p4/common/bin</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Files from <code>$SDP/Server/Unix/p4/common/bin</code>.</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxdepots/p4/common/etc</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Contains <code>init.d</code> and <code>cron.d</code>.</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxlogs/p4/1/logs/old</code></p></td>
<td class="tableblock halign-left valign-top"></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxmetadata2/p4/1/db2</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Contains offline copy of main server databases (linked by <code>/p4/1/offline_db</code>.</p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxmetadata1/p4/1/db1/save</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock">Used only during running of <code>refresh_P4ROOT_from_offline_db.sh</code> for extra redundancy.</p></td>
</tr>
</tbody>
</table>
<div class="paragraph">
<p>Next, <code>mkdirs.sh</code> creates the following symlinks in the <code>/hxdepots/p4/1</code> directory:</p>
</div>
<table class="tableblock frame-all grid-all stretch">
<colgroup>
<col style="width: 33.3333%;">
<col style="width: 33.3333%;">
<col style="width: 33.3334%;">
</colgroup>
<thead>
<tr>
<th class="tableblock halign-left valign-top"><strong><em>Link source</em></strong></th>
<th class="tableblock halign-left valign-top"><strong><em>Link target</em></strong></th>
<th class="tableblock halign-left valign-top"><strong><em>Command</em></strong></th>
</tr>
</thead>
<tbody>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxmetadata1/p4/1/db1</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/p4/1/root</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>ln -s /hxmetadata1/p4/1/root</code></p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxmetadata2/p4/1/db2</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/p4/1/offline_db</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>ln -s /hxmetadata1/p4/1/offline_db</code></p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxlogs/p4/1/logs</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/p4/1/logs</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>ln -s /hxlogs/p4/1/logs</code></p></td>
</tr>
</tbody>
</table>
<div class="paragraph">
<p>Then these symlinks are created in the /p4 directory:</p>
</div>
<table class="tableblock frame-all grid-all stretch">
<colgroup>
<col style="width: 33.3333%;">
<col style="width: 33.3333%;">
<col style="width: 33.3334%;">
</colgroup>
<thead>
<tr>
<th class="tableblock halign-left valign-top"><strong><em>Link source</em></strong></th>
<th class="tableblock halign-left valign-top"><strong><em>Link target</em></strong></th>
<th class="tableblock halign-left valign-top"><strong><em>Command</em></strong></th>
</tr>
</thead>
<tbody>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxdepots/p4/1</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/p4/1</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>ln -s /hxdepots/p4/1 /p4/1</code></p></td>
</tr>
<tr>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/hxdepots/p4/common</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>/p4/common</code></p></td>
<td class="tableblock halign-left valign-top"><p class="tableblock"><code>ln -s /hxdepots/p4/common /p4/common</code></p></td>
</tr>
</tbody>
</table>
<div class="paragraph">
<p>Next, <code>mkdirs.sh</code> renames the Perforce binaries to include version and build number, and then creates appropriate symlinks.</p>
</div>
</div>
<div class="sect3">
<h4 id="_p4d_versions_and_links">A.1.3. P4D versions and links</h4>
<div class="paragraph">
<p>The versioned binary links in <code>/p4/common/bin</code> are as below.</p>
</div>
<div class="paragraph">
<p>For the example of <instance> <code>1</code> we have:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>ls -l /p4/1/bin
p4d_1 -> /p4/common/bin/p4d_1_bin</pre>
</div>
</div>
<div class="paragraph">
<p>The structure is shown in this example, illustrating values for two instances, with instance #1 using p4d release 2018.1 and instance #2 using release 2018.2.</p>
</div>
<div class="paragraph">
<p>In /p4/1/bin:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4_1 -> /p4/common/bin/p4_1_bin
p4d_1 -> /p4/common/bin/p4d_1_bin</pre>
</div>
</div>
<div class="paragraph">
<p>In /p4/2/bin:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4_2 -> /p4/common/bin/p4_2
p4d_2 -> /p4/common/bin/p4d_2</pre>
</div>
</div>
<div class="paragraph">
<p>In <code>/p4/common/bin</code>:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>p4_1_bin -> p4_2018.1_bin
p4_2018.1_bin -> p4_2018.1.685046
p4_2018.1.685046</pre>
</div>
</div>
<div class="literalblock">
<div class="content">
<pre>p4_2_bin -> p4_2018.2_bin
p4_2018.2_bin -> p4_2018.2.700949
p4_2018.2.700949</pre>
</div>
</div>
<div class="literalblock">
<div class="content">
<pre>p4d_1_bin -> p4d_2018.1_bin
p4d_2018.1_bin -> p4d_2018.1.685046
p4d_2018.1.685046</pre>
</div>
</div>
<div class="literalblock">
<div class="content">
<pre>p4d_2_bin -> p4d_2018.2_bin
p4d_2018.2_bin -> p4d_2018.2.700949
p4d_2018.2.700949</pre>
</div>
</div>
<div class="paragraph">
<p>The naming of the last comes from:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>./p4d_2018.2.700949 -V</pre>
</div>
</div>
<div class="literalblock">
<div class="content">
<pre>Rev. P4D/LINUX26X86_64/2018.2/700949 (2019/07/31).</pre>
</div>
</div>
<div class="paragraph">
<p>So we see the build number <code>p4d_2018.2.700949</code> being included in the name of the p4d executable.</p>
</div>
<div class="admonitionblock tip">
<table>
<tr>
<td class="icon">
<i class="fa icon-tip" title="Tip"></i>
</td>
<td class="content">
Although this link structure may appear quite complex, it is easy to understand, and it allows different instances on the same server host to be running with different patch levels, or indeed different releases. And you can upgrade those instances independently of each other which can be very useful.
</td>
</tr>
</table>
</div>
</div>
<div class="sect3">
<h4 id="_case_insensitive_p4d_on_unix">A.1.4. Case Insensitive P4D on Unix</h4>
<div class="paragraph">
<p>By default <code>p4d</code> is case sensitive on Unix for filenames and directory names etc.</p>
</div>
<div class="paragraph">
<p>It is possible and quite common to run your server in case insensitive mode. This is often done when Windows is the main operating system in use on the client host machines.</p>
</div>
<div class="admonitionblock important">
<table>
<tr>
<td class="icon">
<i class="fa icon-important" title="Important"></i>
</td>
<td class="content">
In "case insensitive" mode, that means that you should ALWAYS execute <code>p4d</code> with the flag <code>-C1</code> (or you risk possible table corruption in some circumstances).
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>The SDP achieves this by executing a simple Bash script:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>#!/bin/bash
P4D="/p4/common/bin/p4d_${SDP_INSTANCE}_bin"
exec $P4D -C1 "$@"</pre>
</div>
</div>
<div class="paragraph">
<p>So the above will ensure that <code>/p4/common/bin/p4d_1_bin</code> (for instance <code>1</code>) is executed with the <code>-C1</code> flag.</p>
</div>
<div class="paragraph">
<p>As noted above, for case sensitive servers, <code>p4d_1</code> is normally just a link:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/1/bin/p4d_1 -> /p4/common/bin/p4d_1_bin</pre>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_the_journalprefix_standard">Appendix B: The journalPrefix Standard</h2>
<div class="sectionbody">
<div class="paragraph">
<p>The Perforce Helix configurable <a href="https://www.perforce.com/manuals/cmdref/Content/CmdRef/configurables.configurables.html#journalPrefix"><code>journalPrefix</code></a> determines where the active journal is rotated to when it becomes a numbered journal file during the journal rotation process. It also defines where checkpoints are created.</p>
</div>
<div class="paragraph">
<p>In the SDP structure, the <code>journalPrefix</code> is set so that numbered journals and checkpoints land on the <code>/hxdepots</code> volume. This volume contains critical digital assets that should be reliably backed up and should have sufficient storage for large digital assets such as checkpoints.</p>
</div>
<div class="sect2">
<h3 id="_sdp_scripts_that_set_journalprefix">B.1. SDP Scripts that set <code>journalPrefix</code></h3>
<div class="paragraph">
<p>The SDP <code>configure_new_server.sh</code>, which applies SDP standards to fresh new <code>p4d</code> servers, sets the <code>journalPrefix</code> for the master server according to this standard.</p>
</div>
<div class="paragraph">
<p>The SDP <code>mkrep.sh</code> script, which creates new replicas, sets `journalPrefix for replicas according to this standard.</p>
</div>
<div class="paragraph">
<p>The SDP <code>mkdirs.sh</code> script, which initializes the SDP structure, creates a directory structure for checkpoints based on the journalPrefix.</p>
</div>
</div>
<div class="sect2">
<h3 id="_first_form_of_journalprefix_value">B.2. First Form of <code>journalPrefix</code> Value</h3>
<div class="paragraph">
<p>The first form of the <code>journalPrefix</code> value applies to the master server’s metadata set. This value is of this form, where <code>N</code> is replaced with the SDP instance name:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/N/checkpoints/p4_N</pre>
</div>
</div>
<div class="paragraph">
<p>If the SDP instance name is the default <code>1</code>, then files with a <code>p4_1</code> prefix would be stored in the <code>/p4/1/checkpoints</code> directory on the filesystem. Journal files in that directory would have names like <code>p4_1.320.jnl</code> and checkpoints would have names like <code>p4_1.320.ckp.gz</code>.</p>
</div>
<div class="paragraph">
<p>This <code>journalPrefix</code> value and the corresponding <code>/p4/1/checkpoints</code> directory should be used for the master server. It should also be used for any replica that is a valid failover target for the master server. This includes all <em>completely unfiltered</em> replicas of the master, such as <code>standby</code> and <code>forwarding-standby</code> replicas with a <code>P4TARGET</code> value referencing the master server.</p>
</div>
<div class="admonitionblock note">
<table>
<tr>
<td class="icon">
<i class="fa icon-note" title="Note"></i>
</td>
<td class="content">
A <code>standby</code> replica, also referred to as a <code>journalcopy</code> replica due to the underlying replication mechanisms, cannot be filtered. Standby replicas are commonly deployed for High Availability (HA) and Disaster Recovery (DR) purposes.
</td>
</tr>
</table>
</div>
<div class="sect3">
<h4 id="_detail_on_completely_unfiltered">B.2.1. Detail on "Completely Unfiltered"</h4>
<div class="paragraph">
<p>A "completely unfiltered" replica is one in which:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>None of the <code>*DataFilter</code> fields in the replica’s server spec are used</p>
</li>
<li>
<p>The <code>p4 pull</code> command configured to pull metadata from the the replica’s <code>P4TARGET</code> server, as defined in the replica’s <code>startup.<em>N</em></code> configurable, does not use filtering options such as <code>-T</code>.</p>
</li>
<li>
<p>The replica is not an Edge server (i.e. one with a <code>Services</code> value in the server spec of <code>edge-server</code>.) Edge servers are filtered by their vary nature, as they exclude various database tables from being replicated.</p>
</li>
<li>
<p>The replica’s seed checkpoint was created without the <code>-P <em>ServerID</em></code> flag to <code>p4d</code>. The <code>-P</code> flag is used when creating seed checkpoints for filtered replicas and edge servers.</p>
</li>
<li>
<p>The replicas <code>P4TARGET</code> server references something other than the master server, such as an edge server.</p>
</li>
</ul>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_second_form_of_journalprefix_value">B.3. Second Form of <code>journalPrefix</code> Value</h3>
<div class="paragraph">
<p>A second form of the <code>journalPrefix</code> is used when the replica is filtered, including edge servers. The second form of the <code>journalPrefix</code> value incorporates a shortened form of the <em>ServerID</em> to indicate that the data set is specific to that <em>ServerID</em>. Because the metadata differs from the master, checkpoints for edge servers and filtered replicas are stored in a different directory, and use a prefix that identifies them as separate and divergent from the master’s data set. This second form allows checkpoints from multiple edge servers or filtered replicas to be stored on an shared (e.g. NFS-mounted) <code>/hxdepots</code> volume.</p>
</div>
<div class="paragraph">
<p>The second form of journalPrefix is also used if the <code>/hxdepots</code> volume, on which checkpoints are stored, is shared (as indicated when the replicas <code>lbr.replication</code> value is set to a value of <code>shared</code>).</p>
</div>
<div class="admonitionblock note">
<table>
<tr>
<td class="icon">
<i class="fa icon-note" title="Note"></i>
</td>
<td class="content">
Filtered replicas are a strict subset of the master server’s metadata. Edge servers filter some database tables from the master, but also have their own independent metadata (mainly workspace metadata) that varies from the master server and is potentially larger than the master’s data set for some tables.
</td>
</tr>
</table>
</div>
<div class="paragraph">
<p>The "shortened form" of the <em>ServerID</em> removes the <code>p4d_</code> prefix (per <a href="#_server_spec_naming_standard">Appendix C, <em>Server Spec Naming Standard</em></a>). So, for example an edge server with a <em>ServerID</em>` of <code>p4d_edge_uk</code> would use just the <code>edge_uk</code> portion of the <em>ServerID</em> in the <code>journalPrefix</code>, which would look like:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/N/checkpoints.edge_uk/p4_N.edge_uk</pre>
</div>
</div>
<div class="paragraph">
<p>If the SDP instance name is the default <code>1</code>, then files with a <code>p4_1.edge_uk</code> prefix would be stored in the <code>/p4/1/checkpoints.edge_uk</code> directory on the filesystem. Journal files in that directory would have names like <code>p4_1.edge_uk.320.jnl</code> and checkpoints would have names like <code>p4_1.edge_uk.320.ckp.gz</code>.</p>
</div>
</div>
<div class="sect2">
<h3 id="_scripts_for_maintaining_the_offline_db">B.4. Scripts for Maintaining the <code>offline_db</code></h3>
<div class="paragraph">
<p>The following SDP scripts help maintain the <code>offline_db</code>:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>daily_checkpoint.sh</code>: The <code>daily_checkpoint.sh</code> is used on the master server. When run on the master server, this script rotates the active journal to a numbered journal file, and then maintains the master’s <code>offline_db</code> using the numbered journal file immediately after it is rotated.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>The <code>daily_checkpoint.sh</code> is also used on edge servers and filtered replicas. When run on edge servers and filtered replicas, this script maintains the replica’s <code>offline_db</code> in a manner similar to the master, except that the journal rotation is skipped (as that can be done only on the master).</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>sync_replica.sh</code>: The SDP <code>sync_replica.sh</code> script is intended to be deployed on unfiltered replicas of the master. It maintains the <code>offline_db</code> by copying (via rsync) the checkpoints from the master, and then replays those checkpoints to the local <code>offline_db</code>. This keeps the <code>offline_db</code> of the replica current, which is good to have should the replica ever need to take over for the master.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>INFO: For HA/DR and any purpose where replicas are not filtered, replicas of type <code>standby</code> and <code>forwarding-standby</code> should displace replicas of type <code>replica</code> and <code>forwarding-replica</code>.</p>
</div>
</div>
<div class="sect2">
<h3 id="_sdp_structure_and_journalprefix">B.5. SDP Structure and <code>journalPrefix</code></h3>
<div class="paragraph">
<p>On every server machine with the SDP structure where a <code>p4d</code> service runs (excluding broker-only and proxy-only hosts), a structure like the following should exist for each instance:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>A <code>/hxdepots/p4/N/checkpoints</code> directory</p>
</li>
<li>
<p>In <code>/p4/N</code>, and symlink <code>checkpoints</code> that links to <code>/hxdepots/p4/N/checkpoints</code>, such that it can be referred to as <code>/p4/N/checkpoints</code>.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>In addition, edge servers and filtered replicas will also have a structure like the following for each instance that runs an edge server or filtered replica:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>A <code>/hxdepots/p4/N/checkpoints.ShortServerID</code> directory</p>
</li>
<li>
<p>In <code>/p4/N</code>, and symlink <code>checkpoints.ShortServerID</code> that links to <code>/hxdepots/p4/N/checkpoints.ShortServerID</code>, such that it can be referred to as <code>/p4/N/checkpoints.ShortServerID</code>.</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>The SDP <code>mkdirs.sh</code> script, which sets up the initial SDP structure, initializes this structure on initial install.</p>
</div>
</div>
<div class="sect2">
<h3 id="_replicas_of_edge_servers">B.6. Replicas of Edge Servers</h3>
<div class="paragraph">
<p>As edge servers have unique data, they are commonly deployed with their own <code>standby</code> replica with a <code>P4TARGET</code> value referencing a given edge server rather than the master. This enables faster recovery option for the edge server.</p>
</div>
<div class="paragraph">
<p>As a special case, a <code>standby</code> replica of an edge server should have the same <code>journalPrefix</code> value as the edge server it targets. Thus, the <em>ServerID</em> baked into the journalPrefix of a replica of an edge is the ServerID of the target edge server, not the replica.</p>
</div>
<div class="paragraph">
<p>So for example, an edge server with a <em>ServerID</em> of <code>p4d_edge_uk</code> has a <code>standby</code> replica with a <em>ServerID</em> of <code>p4d_ha_edge_uk</code>. The journalPrefix of that edge should be the same as the edge server it targets, e.g.</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/1/checkpoints.edge_uk/p4_1.edge_uk</pre>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_goals_of_the_journalprefix_standard">B.7. Goals of the <code>journalPrefix</code> Standard</h3>
<div class="paragraph">
<p>Some design of goals this standard:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>Make it so the <code>/p4/N/checkpoints</code> folder is reserved to mean checkpoints created from the master server’s full metadata set.</p>
</li>
<li>
<p>Make the <code>/p4/N/checkpoints</code> folder be safe to rsync from the master to any machine in the topology (as may be needed in certain recovery situations for replicas and edge servers).</p>
</li>
<li>
<p>Make it so the SDP <code>/hxdepots</code> volume can be NFS-mounted across multiple SDP machines safely, such that two or more edge servers (or filtered replicas) could share versioned files, while writing to separate checkpoints directories on a per-ServerID basis.</p>
</li>
<li>
<p>Support all replication uses cases, including support for 'Workspace Servers', a name referring to a set of edge servers deployed in in the same location, typically sharing <code>/hxdepots</code> via NFS. Use of Workspace Servers can be used to scale Helix Core horizontally for massive user bases (typically several thousand users).</p>
</li>
</ul>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_server_spec_naming_standard">Appendix C: Server Spec Naming Standard</h2>
<div class="sectionbody">
<div class="paragraph">
<p>Perforce Helix server specs identify various Helix servers in a topology. Servers can be p4d servers (master, replicas, edges), p4broker, p4p, etc. This standard defines the standard for the server spec names.</p>
</div>
<div class="sect2">
<h3 id="_general_form">C.1. General Form</h3>
<div class="paragraph">
<p>The general form of a server spec name is:</p>
</div>
<div class="listingblock">
<div class="content">
<pre class="highlight"><code><HelixServerTag>_<ReplicaTypeTag>[<N>]_<SiteTag></code></pre>
</div>
</div>
<div class="sect3">
<h4 id="_helix_server_tags">C.1.1. Helix Server Tags</h4>
<div class="paragraph">
<p>The HelixServerTag_ is one of:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>p4d</code>: for a Helix Core server (including all <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/deployment-architecture.html">distributed architecture</a> usages such as master/replica/edge).</p>
</li>
<li>
<p><code>p4broker</code>: A <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/chapter.broker.html">Helix Broker</a></p>
</li>
<li>
<p><code>p4p</code>: A <a href="https://www.perforce.com/perforce/doc.current/manuals/p4sag/Content/P4SAG/chapter.proxy.html">Helix Proxy</a></p>
</li>
<li>
<p><code>gconn</code>: Helix4Git (H4G) Connector</p>
</li>
<li>
<p><code>swarm</code>: Helix Swarm</p>
</li>
</ul>
</div>
<div class="paragraph">
<p>As a special case, the <em>HelixServerTag</em> is omitted for the ServerID of the master server spec.</p>
</div>
</div>
<div class="sect3">
<h4 id="_replica_type_tags">C.1.2. Replica Type Tags</h4>
<div class="paragraph">
<p>The <em>ReplicaType</em> is one of:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>master.<instance></code>: The single master-commit server for a given SDP instance. SDP instance names are included in the ServerID for the master, as they intended to be unique within an enterprise. They must be unique to enable certain cross-instance sharing workflows, e.g. using remote depots and Helix native DVCS features.</p>
</li>
<li>
<p><code>ha</code>: High Availability. This indicates a replica that was specifically intended for HA purposes and for use with the <code>p4 failover</code> command. It further implies the following:</p>
<div class="ulist">
<ul>
<li>
<p>The Services field value is <code>standby</code>.</p>
</li>
<li>
<p>The <code>rpl.journalcopy.location=1</code> configurable is set, optimized for SDP deployment.</p>
</li>
<li>
<p>The replica is not filtered in any way: No usage of the <code>-T</code> flag to <code>p4 pull</code> in the replicas startup.<em>N</em> configurables, and no usage of <code>*DataFilter</code> fields in the server spec.</p>
</li>
<li>
<p>Versioned files are replicated (with an <code>lbr.replication</code> value of <code>readonly</code>).</p>
</li>
<li>
<p>An HA replica is assumed to be geographically near its P4TARGET server, which can be a master server or an edge server.</p>
</li>
<li>
<p>It may or may not use the <code>mandatory</code> option in the server spec. The <code>ha</code> tag does not indicate whether the <code>mandatory</code> option is used (as this is more transient thing not suitable for baking into a server spec naming standard).</p>
</li>
</ul>
</div>
</li>
<li>
<p><code>ham</code>: A <code>ham</code> replica is the same as an <code>ha</code> replica except it does not replicate versioned files. Thus is a <em>metadata-only</em> replica that shares versioned files with its P4TARGET server (master or edge) with an <code>lbr.replication</code> value of <code>shared</code>.</p>
</li>
<li>
<p><code>fr</code>: Forwarding Replica (unfiltered) that replicates versioned files.</p>
</li>
<li>
<p><code>frm</code>: Forwarding replica (unfiltered) that shares versioned files with its target server rather than replicating them.</p>
</li>
<li>
<p><code>fs</code>: Forwarding Standby (unfiltered) that replicates versioned files. This is the same as an <code>ha</code> server, except that it is not necessarily expected to be physically near its P4TARGET server. This could be suited for Disaster Recovery (DR) purposes.</p>
</li>
<li>
<p><code>fsm</code>: Forwarding standby (unfiltered) that shares versioned files with its target server rather than replicating them. This is the same as a <code>ham</code>, except that it is not necessarily expected to be physically near its P4TARGET server.</p>
</li>
<li>
<p><code>ffr</code>: Filtered Forwarding Replica. This replica uses some of filtering, such as usage of <code>*DataFilter</code> fields of the server spec or <code>-T</code> flag to <code>p4 pull</code> in the replicas <code>startup.<N></code> configurables. Filtered replicas are not viable failover targets, as the filtered data would be lost.</p>
</li>
<li>
<p><code>ro</code> - Read Only replica (unfiltered), replicating versioned files).</p>
</li>
<li>
<p><code>rom</code> - Read Only metadata-only replica (unfiltered, sharing versioned files).</p>
</li>
<li>
<p><code>edge</code> - Edge servers. (As edge servers are filtered by their nature, they are not valid failover targets).</p>
</li>
</ul>
</div>
<div class="sect4">
<h5 id="_replication_notes">C.1.2.1. Replication Notes</h5>
<div class="paragraph">
<p>If a replica does not need to be filtered, we recommend using <code>journalcopy</code> replication, i.e. using a replica with a <code>Services:</code> field value of <code>standby</code> or <code>forwarding-standby</code>. Only use non-journalcopy replication when using filtered replicas (and edge servers where there is no choice).</p>
</div>
<div class="paragraph">
<p>Some general tips:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>The <code>ha</code>, <code>ham</code> replicas are preferred for High Availability (HA) usage.</p>
</li>
<li>
<p>The <code>fs</code> and <code>ro</code> replicas are preferred for Disaster Recovery (DR) usage.</p>
</li>
<li>
<p>Since DR implies the replica is far from its master, replication of archives (rather than sharing e.g. via NFS) may not be practical, and so <code>rom</code> replicas don’t have common use cases.</p>
</li>
<li>
<p>The <code>fr</code> type replica is obsolete, and should be replaced with <code>fs</code> (using <code>journalcopy</code> replication).</p>
</li>
</ul>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_site_tags">C.1.3. Site Tags</h4>
<div class="paragraph">
<p>A <code><SiteTag></code> looks something like these samples:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>syd: Sydney, Australia
bos: Boston, MA, USA
blr: Bangalore, India</pre>
</div>
</div>
<div class="paragraph">
<p>Note that in the SDP, Site Tags are defined in the file <code>/p4/common/config/SiteTags.cfg</code>. S sample file is:</p>
</div>
<div class="listingblock">
<div class="title">Example/Format</div>
<div class="content">
<pre># Valid Geographic site tags.
# Each is intended to indicate a geography, and optionally a specific Data
# Center (or Computer Room, or Computer Closet) within a given geographic
# location.
#
# The format is:
# Name:Description
# The Name must be alphanumeric only. The Description may contain spaces.
# Lines starting with # and blank lines are ignored.
bej: Beijing, China
bos: Boston, MA, USA
blr: Bangalore, India
chi: Chicago greater metro area
cni: Chennai, India
pune: Pune, India
lv: Las Vegas, NV, USA
mlb: Melbourne, Australia
syd: Sydney, Australia</pre>
</div>
</div>
<div class="paragraph">
<p>The site tag needs to distinguish the data centers used by a single enterprise, and so generally short tag names are appropriate.</p>
</div>
<div class="paragraph">
<p>Each site tag may be understood to be a true data center (Tier 1, Tier 2, etc.), a computer room, computer closet, or reserved space under a developer’s desk. In some cases organizations will already have their own familiar site tags to refer to different sites or data centers; these can be used.</p>
</div>
<div class="paragraph">
<p>In public cloud deployments, the public cloud provider’s region names can be used (e.g. <code>us-east-1</code>), or an internal short form (e.g. <code>awsnva1</code> for the AWS us-east-1 data center in Northern Virginia, USA.</p>
</div>
<div class="paragraph">
<p>As a special case, the <code><SiteTag></code> is omitted for the master server spec.</p>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_example_server_specs">C.2. Example Server Specs</h3>
<div class="paragraph">
<p>Here are some sample server spec names based on this convention:</p>
</div>
<div class="ulist">
<ul>
<li>
<p><code>master.1</code>: A master server for SDP instance 1.</p>
</li>
<li>
<p><code>p4d_ha_chi</code>: A High Availability (HA) server, suitable for use with <code>p4 failover</code>, located in Chicago, IL.</p>
</li>
<li>
<p><code>p4d_ha2_chi</code>: A second High Availability server, suitable for use with <code>p4 failover</code>, located in Chicago, IL.</p>
</li>
<li>
<p><code>p4d_ffr_pune</code>: A filtered forwarding replica in Pune, India.</p>
</li>
<li>
<p><code>p4d_edge_blr</code>: An edge server located in Bangalore, India.</p>
</li>
<li>
<p><code>p4d_ha_edge_blr</code>: An HA server with P4TARGET pointing to the edge server in Bangalore, India.</p>
</li>
<li>
<p><code>p4d_edge3_awsnva</code>: A 3rd edge server in AWS data center in the us-east-1 (Northern Virginia) region.</p>
</li>
</ul>
</div>
</div>
<div class="sect2">
<h3 id="_implications_of_replication_filtering">C.3. Implications of Replication Filtering</h3>
<div class="paragraph">
<p>Replicas that are filtered in any way are not viable candidate servers to failover to, because any filtered data would be lost.</p>
</div>
</div>
<div class="sect2">
<h3 id="_other_replica_types">C.4. Other Replica Types</h3>
<div class="paragraph">
<p>The naming convention intentionally does not account for all possible server specs available with p4d. The standard accounts only for the distilled list of server spec types supported by the SDP <code>mkrep.sh</code> script, which are the most useful and commonly used ones.</p>
</div>
</div>
<div class="sect2">
<h3 id="_the_sdp_mkrep_sh_script">C.5. The SDP <code>mkrep.sh</code> script</h3>
<div class="paragraph">
<p>The SDP script <code>mkrep.sh</code> adheres to this standard. For more information on creating replicas with this script. See: <a href="#_using_mkrep_sh">Section 5.3.4, “Using mkrep.sh”</a>.</p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_frequently_asked_questionstroubleshooting">Appendix D: Frequently Asked Questions/Troubleshooting</h2>
<div class="sectionbody">
<div class="paragraph">
<p>This appendix lists common questions and problems encountered by SDP users. Do not hesitate to contact <a href="mailto:consulting@perforce.com">consulting@perforce.com</a> if additional assistance is required.</p>
</div>
<div class="sect2">
<h3 id="_journal_out_of_sequence">D.1. Journal out of sequence</h3>
<div class="paragraph">
<p>This error is encountered when the offline and live databases are no longer in sync, and will cause the offline checkpoint process to fail. Because the scripts will replay all outstanding journals, this error is much less likely to occur. This error can be fixed by:</p>
</div>
<div class="ulist">
<ul>
<li>
<p>recreating the offline_db: <a href="#_recreate_offline_db_sh">Section 9.4.5, “recreate_offline_db.sh”</a></p>
</li>
<li>
<p>alternatively if that doesn’t work - run the <a href="#_live_checkpoint_sh">Section 9.4.6, “live_checkpoint.sh”</a> script (note the warnings about locking live database)</p>
</li>
</ul>
</div>
</div>
<div class="sect2">
<h3 id="_unexpected_end_of_file_in_replica_daily_sync">D.2. Unexpected end of file in replica daily sync</h3>
<div class="paragraph">
<p>Check the start time and duration of the <a href="#_daily_checkpoint_sh">Section 9.4.4, “daily_checkpoint.sh”</a> cron job on the master. If this overlaps with the start time of the <a href="#_sync_replica_sh">Section 9.6.30, “sync_replica.sh”</a> cron job on a replica, a truncated checkpoint may be rsync’d to the replica and replaying this will result in an error.</p>
</div>
<div class="paragraph">
<p>Adjust the replica’s cronjob to start later to resolve this.</p>
</div>
<div class="paragraph">
<p>Default cron job times, as installed by the SDP are initial estimates, and should be adjusted to suit your production environment.</p>
</div>
</div>
</div>
</div>
<div class="sect1">
<h2 id="_starting_and_stopping_services">Appendix E: Starting and Stopping Services</h2>
<div class="sectionbody">
<div class="paragraph">
<p>There are a variety of <em>init mechanisms</em> on various Linux flavors. The following describes how to start and stop services using different init mechanisms.</p>
</div>
<div class="sect2">
<h3 id="_sdp_service_management_with_the_systemd_init_mechanism">E.1. SDP Service Management with the systemd init mechanism</h3>
<div class="paragraph">
<p>On modern OS’s, like RHEL/CentOS 7/& 8, and Ubuntu 18.04 and 20.04, and SuSE 12 and 15, the <code>systemd</code> init mechanism is used. The underlying SDP init scripts are used, but they are wrapped with "unit" files in <code>/etc/systemd/system</code> directory, and called using the <code>systemctl</code> interface as <code>root</code> (typically using <code>sudo</code> while running as the <code>perforce</code> user).</p>
</div>
<div class="paragraph">
<p>On systems where systemd is used, <strong>the service can only be started using the <code>sudo systemctl</code> command</strong>, as in this example:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>sudo systemctl status p4d_N
sudo systemctl start p4d_N
sudo systemctl status p4d_N</pre>
</div>
</div>
<div class="paragraph">
<p>Note that there is no immediate indication from running the start command that it was actually successful, hence the status command is run after. For best results, wait a few seconds after running the start command before running the status command. (If the start was unsuccessful, a good start to diagnostics would include running <code>tail /p4/N/logs/log</code> and <code>cat /p4/N/logs/p4d_init.log</code>).</p>
</div>
<div class="paragraph">
<p>The service should also be stopped in the same manner:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>sudo systemctl stop p4d_N</pre>
</div>
</div>
<div class="paragraph">
<p>Checking for status can be done using both the <code>systemctl</code> command, or calling the underlying SDP init script directly. However, there are cases where the status indication may be different. Calling the underlying SDP init script for status will always report status accurately, as in this example:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/N/bin/p4d_N_init status</pre>
</div>
</div>
<div class="paragraph">
<p>That works reliably even if the service was started with <code>systemctl start p4d_N</code>.</p>
</div>
<div class="paragraph">
<p>Checking status using the systemctl mechanism is done like so:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>sudo systemctl start p4d_N</pre>
</div>
</div>
<div class="paragraph">
<p>If this reports that the service is <strong><code>active (running)</code></strong>, such indication is reliable. However, the status indication may falsely indicate that the service is down when it is actually running. This could occur with older init scripts if the underlying init script was used to start the server rather than using <code>sudo systemctl start p4d_N</code> as prescribed. The status indication would only indicate that the service is running if it was started using the systemctl mechanism. As of SDP 2020.1, a safety feature now assures that system is always used if configured.</p>
</div>
<div class="sect3">
<h4 id="_brokers_and_proxies">E.1.1. Brokers and Proxies</h4>
<div class="paragraph">
<p>In the above examples for starting, stopping, and status-checking of services using either the SysV or <code>systemd</code> init mechanisms, <code>p4d</code> is the sample service managed. This can be replaced with <code>p4p</code> or <code>p4broker</code> to manage proxy and broker services, respectively. For example, on a <code>systemd</code> system, the broker service, if configured, can be started like so:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>sudo systemctl status p4broker_1
sudo systemctl start p4broker_1
sudo systemctl status p4broker_1</pre>
</div>
</div>
</div>
<div class="sect3">
<h4 id="_root_or_sudo_required_with_systemd">E.1.2. Root or sudo required with systemd</h4>
<div class="paragraph">
<p>For SysV, having sudo is optional, as the underlying SDP init scripts can be called safely as <code>root</code> or <code>perforce</code>; the service runs as <code>perforce</code>.</p>
</div>
<div class="paragraph">
<p>If <code>systemd</code> is used, by default <code>root</code> access (often granted via <code>sudo</code>) is needed to start and stop the p4d service, effectively making sudo access required for the <code>perforce</code> user. The systemd "unit" files provided with the SDP handle making sure the underlying SDP init scripts start running under the correct operating system account user (typically <code>perforce</code>).</p>
</div>
</div>
</div>
<div class="sect2">
<h3 id="_sdp_service_management_with_sysv_init_mechanism">E.2. SDP Service Management with SysV init mechanism</h3>
<div class="paragraph">
<p>On older OS’s, like RHEL/CentOS 6, the SysV init mechanism is used. For those, you can the following example commands, replacing <em>N</em> with the actual SDP instance name</p>
</div>
<div class="literalblock">
<div class="content">
<pre>sudo service p4d_N_init status</pre>
</div>
</div>
<div class="paragraph">
<p>The service can be checked for status, started and stopped by calling the underlying SDP init scripts as either <code>root</code> or <code>perforce</code> directly:</p>
</div>
<div class="literalblock">
<div class="content">
<pre>/p4/N/bin/p4d_N_init status</pre>
</div>
</div>
<div class="paragraph">
<p>Replace <code>status</code> with <code>start</code> or <code>stop</code> as needed. It is common to do a <code>status</code> check immediately before and after a <code>start</code> or <code>stop</code>.</p>
</div>
<div class="paragraph">
<p>During installation, a symlink is setup such that <code>/etc/init.d/p4d_N_init</code> is a symlink to <code>/p4/N/bin/p4_N_init</code>, and the proper <code>chkconfig</code> commands are run to register the application as a service that will be started on boot and gracefully shutdown on reboot.</p>
</div>
<div class="paragraph">
<p>On systems using SysV, calling the underlying SDP init scripts is safe and completely interchangeable with using the <code>service</code> command being run as <code>root</code>. That is, you can start a service with the underlying SDP init script, and the SysV init mechanism will still safely detect whether the service is running during a system shutdown, and thus will perform a graceful stop if p4d is up and running when you go to reboot. The status indication of the underlying SDP init script is absolutely 100% reliable, regardless of how the service was started (i.e. calling the init script directly as <code>root</code> or <code>perforce</code>, or using the <code>service</code> call as <code>root</code>.</p>
</div>
</div>
</div>
</div>
</div>
<div id="footer">
<div id="footer-text">
Version v2021.1<br>
Last updated 2021-10-28 01:47:44 -0400
</div>
</div>
</body>
</html> | # | Change | User | Description | Committed | |
|---|---|---|---|---|---|
| #95 | 29727 | Robert Cowham | Note the need for an extra p4 trust statement for $HOSTNAME | ||
| #94 | 29719 | Robert Cowham |
Fix journal numbering example. Add section to make replication errors visible. |
||
| #93 | 29715 | C. Thomas Tyler |
Doc correction. The sample command correctly indicates that `/home/perforce` should be the home directory, but the text still says should be `/p4`, the legacy location. Also added a note advising against user of automounted home dirs. #review-29716 |
||
| #92 | 29700 | C. Thomas Tyler |
Updated Version to release SDP 2023.1.29699. Re-generated docs. |
||
| #91 | 29693 | C. Thomas Tyler |
Adjusted /hxserverlocks recommendations: * Changed filesystem name from 'tmpfs' to 'HxServerLocks' in /etc/fstab. * Changed mount permissions from '0755' to '0700' to prevent data leaks. * Changed mounted filesystem size recommendations. * Updated info about size of files being 17 or 0 bytes depending on p4d version. * Indicated change should be done in a maintenance window (as /etc/fstab is modified). Also updated limited sudoers to include entries for running setcap and getcap. #review-29694 @robert_cowham |
||
| #90 | 29622 | C. Thomas Tyler |
Updated Version to release SDP 2023.1.29621. Re-generated docs. |
||
| #89 | 29611 | C. Thomas Tyler |
Updated Version to release SDP 2023.1.29610. Re-generated docs. |
||
| #88 | 29483 | Robert Cowham | Clarify case-insensitive servers | ||
| #87 | 29475 | Robert Cowham | For SELinux note the yum package to install for basics | ||
| #86 | 29442 | C. Thomas Tyler |
Updated Version to release SDP 2022.2.29441. Re-generated docs. |
||
| #85 | 29400 | C. Thomas Tyler |
Updated Version to release SDP 2022.2.29399. Re-generated docs. |
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| #84 | 29311 | C. Thomas Tyler |
Per Thomas Albert, adjusted title on doc page: From: Perforce Helix Server Deployment Package (for UNIX/Linux) To: Perforce Helix Core Server Deployment Package (for UNIX/Linux) #review-29312 @thomas_albert |
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| #83 | 29251 | C. Thomas Tyler |
Updated Version to release SDP 2022.2.29250. Re-generated docs. |
||
| #82 | 29204 | C. Thomas Tyler |
Updated Version to release SDP 2022.1.29203. Re-generated docs. |
||
| #81 | 29142 | C. Thomas Tyler |
Updated Version to release SDP 2022.1.29141. Re-generated docs. |
||
| #80 | 29137 | C. Thomas Tyler | Added docs for proxy_rotate.sh, and updated docs for broker_rotate.sh. | ||
| #79 | 29096 | Robert Cowham | Add a section on installing Swarm triggers | ||
| #78 | 29055 | Robert Cowham | Update troubleshooting to check ckp_running.txt semaphore | ||
| #77 | 29044 | Robert Cowham | Update to include troubleshooting 'p4 pull -ls' errors | ||
| #76 | 29002 | C. Thomas Tyler |
Doc correction; tip refers to 'wget' in a sample command that uses curl instead. |
||
| #75 | 28988 | C. Thomas Tyler |
Updated Version to release SDP 2022.1.28987. Re-generated docs. |
||
| #74 | 28986 | C. Thomas Tyler |
Clarified text related to mandatory vs. nomandatory standby replicas. |
||
| #73 | 28980 | Robert Cowham | Note how to configure Swarm to use postfix | ||
| #72 | 28926 | Robert Cowham | Added check for Swarm JIRA project access. | ||
| #71 | 28840 | C. Thomas Tyler |
Updated Version to release SDP 2022.1.28839. Re-generated docs. |
||
| #70 | 28767 | C. Thomas Tyler |
SDP Guide Doc Updates: * Fixed typos. * Enhanced mandatory/nomandatory description. * Added detail to instructions on using the `perforce-p4python` packcage, and change reference from Swarm docs to the more general Perforce Packages page. * Refactored FAQ, Troubleshooting Guide, and Sample Procedures appendices for greater clarity. * Added Appendix on Brokers in Stack Topology #review-28768 |
||
| #69 | 28686 | Robert Cowham | Clarify FAQ for replication errors | ||
| #68 | 28667 | Robert Cowham |
Add a note re monitoring. Add some FAQ appendix questions. |
||
| #67 | 28650 | C. Thomas Tyler |
Updated Version to release SDP 2021.2.28649. Re-generated docs. |
||
| #66 | 28618 | C. Thomas Tyler | Fixed missing command re: .ssh directory generation. | ||
| #65 | 28606 | C. Thomas Tyler |
Added SDP Health Checks appendix to UNIX/Linux SDP Guide. Also removed some references to '-k' (insecure) in curl statements. #review-28607 @d_benedict |
||
| #64 | 28604 | Robert Cowham | Added notes for Python/P4Python and CheckCaseTrigger installation | ||
| #63 | 28503 | Robert Cowham | Add SELinux tip | ||
| #62 | 28496 | Robert Cowham | Fix typo in journalctl | ||
| #61 | 28493 | Robert Cowham |
Added notes to get systemd SDP scripts working under SELinux Thanks to Rich Alloway! |
||
| #60 | 28411 | C. Thomas Tyler |
Updated Version to release SDP 2021.2.28410. Re-generated docs. |
||
| #59 | 28351 | Robert Cowham | Tweaked sdp upgrades docs. | ||
| #58 | 28261 | C. Thomas Tyler | Fixed on-character doc typo (curk -> curl). | ||
| #57 | 28257 | C. Thomas Tyler |
Updated Version to release SDP 2021.1.28253. Re-generated docs. |
||
| #56 | 28246 | C. Thomas Tyler |
Enahnced the 'Upgrading the SDP' section of the SDP Guide: * Added sample command to deal with possibly existing tarball. * Added tips to enable less technical users to get past basic snags. * Added detail on how to find your /hxdepots directory if not default. |
||
| #55 | 28239 | C. Thomas Tyler |
Updated Version to release SDP 2021.1.28238. Re-generated docs. |
||
| #54 | 28230 | C. Thomas Tyler | Minor doc corrections. | ||
| #53 | 28225 | C. Thomas Tyler | Enhanced info on upgrading the SDP. | ||
| #52 | 28180 | C. Thomas Tyler |
Fixed oversight in documentation, describing how to check the SDP Version file. |
||
| #51 | 28160 | C. Thomas Tyler | Regenerated HTML (no PDF) for easy review. | ||
| #50 | 28154 | C. Thomas Tyler |
Added new Sample Procedures section. Added Sample Procedure: Reseeding an Edge Server Corrected teriminology re: 'instance' and 'process' and 'server' to be inline with other documentation and common usage. Other minor fixes. #review-28155 |
||
| #49 | 28104 | C. Thomas Tyler | Fixed typo. | ||
| #48 | 28102 | C. Thomas Tyler |
Clarified "breathing" comment (as in "breathing room") with more clear and more translatable language. #review-28103 @thomas_albert |
||
| #47 | 28100 | C. Thomas Tyler |
Updated SDP Guide for UNIX/Linux: * Filled in missing information re: new upgrades. * Expanded on definition of vague "Exceptionally large" term. Generating HTML for easy review; holding off on PDF as it will be generated during the release. #review-28101 @roadkills_r_us |
||
| #46 | 28071 | Robert Cowham | Clarify some notes re setting up Gmail | ||
| #45 | 27978 | Robert Cowham |
Clarifications and warnings around load_checkpoint.sh Mention recreate_offline_db.sh a little more prominently Recommend installing postfix for mail. |
||
| #44 | 27920 | C. Thomas Tyler |
Updated Version to release SDP 2020.1.27919. Re-generated docs. |
||
| #43 | 27900 | C. Thomas Tyler |
Updated Version to release SDP 2020.1.27899. Re-generated docs. |
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| #42 | 27890 | C. Thomas Tyler |
Updated Release Notes and SDP Guide to clarify SDP r20.1 supports Helix Core binaries up to r21.1, in advance of the coming SDP r21.1 release that will make it more obvious. In get_helix_binaries.sh: * Changed default Helix Core binary version to r21.1. * Changed examples of getting a different version to reference r20.2. #review-27891 @amo |
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| #41 | 27821 | C. Thomas Tyler |
Updated Version to release SDP 2020.1.27820. Re-generated docs. |
||
| #40 | 27764 | C. Thomas Tyler |
Updated Version to release SDP 2020.1.27763. Re-generated docs. |
||
| #39 | 27760 | C. Thomas Tyler |
Updated Version to release SDP 2020.1.27759. Re-generated docs. |
||
| #38 | 27725 | C. Thomas Tyler | Re-generated HTML and PDF from adoc files. | ||
| #37 | 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 |
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| #36 | 27710 | Robert Cowham | Another tweak to tmpfs settings | ||
| #35 | 27709 | Robert Cowham |
Note check for serverlocks. Fix typo in path in failover. |
||
| #34 | 27536 | C. Thomas Tyler |
Legacy Upgrade Guide doc updates: * Added 'Put New SDP in Place' section. * Added 'Set SDP Counters' section to set SDP_VERSION and SDP_DATE counters. * Covered updating depot spec Map fields. * Covered adding server.id files. * Added missing content on putting new SDP directory in place. SDP_Guide.Unix doc updates: * Added Legacy Upgrade Scripts section w/clear_depot_Map_fields.sh. Updated Makefile with new doc build dependencies. Regenerated docs. |
||
| #33 | 27526 | C. Thomas Tyler |
Updated Version to release SDP 2020.1.27524. Re-generated docs. |
||
| #32 | 27505 | C. Thomas Tyler |
Enhanced doc for Systemd/SysV services management and configuration docs, separating basic configuration for start/stop/status from enabling for start on boot (with Systemd/SysV variations for each). Added doc coverage for using systemd to enable multiple broker configs. Added doc coverage for applying limited sudo. Spell check. |
||
| #31 | 27462 | C. Thomas Tyler |
Updated Version to release SDP 2020.1.27457. Re-generated docs. |
||
| #30 | 27414 | C. Thomas Tyler | Updated SDP Guide. | ||
| #29 | 27406 | C. Thomas Tyler | Updated Version to release SDP 2020.1.27403. | ||
| #28 | 27398 | C. Thomas Tyler | Refined Makefile for generating docs and regenerated docs. | ||
| #27 | 27351 | C. Thomas Tyler | Updated AsciiDoc-generated files. | ||
| #26 | 27322 | C. Thomas Tyler | Updated AsciiDoc-generated files. | ||
| #25 | 27253 | C. Thomas Tyler | Updated generated docs. | ||
| #24 | 27213 | C. Thomas Tyler | Regenerated docs. | ||
| #23 | 27156 | C. Thomas Tyler |
Consolidated SDP Standards into the SDP Guide for UNIX/Linux. Added references to those sections in the Windows SDP Guide. Normalized doc titles. Various other doc update. |
||
| #22 | 27096 | C. Thomas Tyler |
Refactored SDP Legacy Upgrade content into a separate doc. The SDP Guide will be remain comprehensive and cover how to upgrade the SDP itself forwardm from the current version (2020.1) using the new, p4d-like incremental upgrade mechanism. The content for manual upgrade procedures needed to get older SDP installations to 2020.1 is only useful until sites are on 2020.1. This content is extensive, narrowly focused, and of value only once per installation, and thus the legacy upgrade content is separated into its own document. Regenerated work-in-progress HTML files for easier review. |
||
| #21 | 27074 | C. Thomas Tyler | Regenerated SDP Guide docs from adoc. | ||
| #20 | 27058 | Robert Cowham |
Added direct links to the various scripts where they are explained. Tweak some wording in SDP upgrade section |
||
| #19 | 27055 | C. Thomas Tyler |
Pulled the SDP Upgrade Guide for Linux into the main SDP Guide, and deleted the separate upgrade doc. Also other minor refinements. Pulled in updated mkrep.sh v2.5.0 docs. This version is still in progress. Search for EDITME to find areas requiring addtional content. |
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| #18 | 27041 | Robert Cowham |
Windows Guide directly includes chunks of the Unix guide for replication etc, with a little ifdef to avoid Unix only comments. Fix Makefile and add missing generated man page. |
||
| #17 | 27033 | C. Thomas Tyler | Work in progress updates to SDP_Guilde.Unix. | ||
| #16 | 27021 | C. Thomas Tyler |
Re-ordered so `systemd` info comes first (as it is more likely to be relevant), and older SysV docs deferred. Various other tweaks. |
||
| #15 | 27014 | C. Thomas Tyler | Regenerated AsciiDoc output. | ||
| #14 | 26992 | Robert Cowham | Document SiteTags.cfg file | ||
| #13 | 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. |
||
| #12 | 26780 | Robert Cowham | Complete rename of P4DNSNAME -> P4MASTERHOST | ||
| #11 | 26755 | Robert Cowham | Include p4verify.sh man page in SDP Guide automatically for usage section. | ||
| #10 | 26748 | Robert Cowham |
Add recommended performance tweaks: - THP off - server.locks directory into RAM |
||
| #9 | 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. |
||
| #8 | 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 |
||
| #7 | 26661 | Robert Cowham |
Tidying up cross references. Added missing sync_replica.sh docs. |
||
| #6 | 26654 | Robert Cowham |
First draft of new Failover Guide using "p4 failover" Linked from SDP Unix Guide |
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| #5 | 26649 | Robert Cowham |
More SDP Doc tidy up. Removed some command summary files. |
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| #4 | 26644 | Robert Cowham |
SDP Doc Update to address jobs. Mainly documents scripts which lacked any mention. |
||
| #3 | 26637 | Robert Cowham |
Include script help within doc Requires a couple of tags in the scripts themselves. |
||
| #2 | 26631 | Robert Cowham | New AsciiDoc version of Windows SDP guide | ||
| #1 | 26629 | Robert Cowham |
Fixed Makefile to generate HTML Check in theme Some notes in README Remove the .docx! |