Drupal Deployment Guide: Installing, Tuning, and Using Drupal with ScaleArc + MySQL Replication

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1 Deployment Guide Drupal Deployment Guide: Installing, Tuning, and Using Drupal with ScaleArc + MySQL Replication 2014 ScaleArc. All Rights Reserved.

2 Contents 1. Background What is ScaleArc? What is MySQL? What is Drupal? How do these applications work in concert? Where can I go for additional help? Documentation conventions Application Architecture Website architectures Conventional static website Drupal dynamic website Replication Clustering Automatic promotion High availability Preparation Servers Internet protocol addressing ScaleArc use MySQL use Web server use Example User management MySQL user accounts ScaleArc user accounts Drupal user accounts Licenses Security and networking issues Allow password-free login during integration Open the appropiate firewall port Allow unauthenticated network connection ScaleArc. All Rights Reserved. 1

3 3.5.4 Increase the maximum connection limit Domain name service configuration ScaleArc Installation Licensing Active server installation Network parameters Initial configuration Create a virtual IP Clearing events Database clustering Creating the cluster with a primary master member Adding additional cluster members Write ignore rules Proxy authentication High availability configuration Configure basic networking on the secondary appliance Joining the secondary appliance for HA Drupal Configuration ScaleArc Performance Monitoring and Tuning Live monitor without caching Viewing stored analytics Analytics drill down Choose a single busy hour Choose a user Add cache rules for the busiest queries Verifying cache performance Drupal Query Caching Guidance Heuristic guidance Site purpose Update frequency Organizational impact Be conservative Structured-based guidance Optimization tables Content ScaleArc. All Rights Reserved. 2

4 7.2.3 Taxonomy Site administration Summary Appendix A MySQL Installation A.1 Server installation A.2 MySQL replication user creation A.3 Replication configuration A.3.1 Overview A.3.2 Master node replication configuration A.3.3 Collect replication service parameters A.3.4 Slave node replication configuration A.3.5. Join a slave to a replication configuration master A.3.6 Installing MySQL replication with existing data A.4 Replication testing A.4.1 Creating shared users A.4.2 Replication verification A.4.3 Performance verification Appendix B Result Set Cache Rules ScaleArc. All Rights Reserved. 3

5 1. Background Deployment Guide Drupal with ScaleArc + MySQL Replication This deployment guide documents how to install a complete, high-performance Drupal site for administrators, developers, and owners. This solution consists of multiple components: ScaleArc database traffic management software MySQL an open source database, running with replication Drupal an open-source website content management system (CMS) Although this guide assumes a from scratch installation, the processes presented may be adapted by those adding ScaleArc or MySQL replication to an existing web installation. 1.1 What is ScaleArc? ScaleArc For MySQL (hereinafter referred to as ScaleArc) is an SQL traffic management engine that proxies communication between applications and databases. It performs read/write splitting, replication-aware load balancing, and query routing. Performance is accelerated via these techniques as well as query result set caching. Security is strengthened with SQL firewall capabilities. ScaleArc operates at the database connector level and requires no modifications to applications or databases. It supports MySQL and runs on x86-64 servers, x86 compatible hypervisors, or as a cloud component via Amazon AWS EC2, GoGrid, Joyent, Liquid Web Hosting, NephoScale, or any cloud capable of running a Centos 6.4 based VM. 1.2 What is MySQL? MySQL is the world s most popular open source database. It is available in commercial and GPL editions, and supports multiple storage engines, including transactional and in-memory tables. MySQL offers two different redundancy modes: replication, where servers back each other up in master/master or master/slave configurations; and clustering, where databases are partitioned among multiple servers. We use replication, the simpler mode, as our redundancy mechanism. 1.3 What is Drupal? Drupal is is a popular open source CMS for creating and publishing dynamic content web sites. Drupal is written in PHP and has an active and vibrant development community supporting specialized web applications. Drupal is preferred by some developers as it can manage multiple sites in different databases simultaneously. 1.4 How do these applications work in concert? ScaleArc works between Drupal and MySQL, presenting a single connector interface to Drupal while managing multiple back-end MySQL servers automatically. This one-to-many relation separates web site design and development from database deployment and operation, allowing administrators to dynamically add and drop servers depending on a site s load ScaleArc. All Rights Reserved. 4

6 Developers need not manage multiple database partitions or connections to improve performance. Instead, Drupal web sites using ScaleArc for performance enhancement can be designed using the far simpler single thread, single connection model. 1.5 Where can I go for additional help? For further assistance with any ScaleArc product or service, please contact us. 1.6 Documentation conventions Meaning Typography Description Substitutable parameter <parameter> Substitute the desired value for this token Source code command Type the command as shown User interface Button Look for or interact with the identified element Literal file.txt Look for or type the literal text indicated Note: by convention, SQL command verbs are usually always capitalized while SQL objects are not. Consider the following example: SELECT user, host, password FROM mysql.user; In this case, the tokens SELECT and FROM represent SQL reserved words, which is why they are capitalized. The other tokens are user (or system) defined column and table names. We follow this convention throughout the guide. 2. Application Architecture This This chapter examines architectural concepts behind a dynamic web site solution integrating ScaleArc with MySQL under Drupal. We first provide an overview discussing key differences between this solution and a conventional static web site. Next, we introduce the concept of replication, necessary for config uring a master/slave relationship between multiple MySQL database servers. Finally we introduce the concept of clustering, which ScaleArc uses to manage multiple MySQL servers. 2.1 Website architectures In this section, we compare and contrast a traditional static website, using a web server to retrieve documents on behalf of a user agent (UA), with a dynamic website, where an application server populates document templates with database calls to produce a live document on demand Conventional static website The Hyper Text Transfer Protocol (HTTP) defines a mechanism for retrieving static documents from a server and delivering them to an end user. HTTP defines a 2014 ScaleArc. All Rights Reserved. 5

7 request/response protocol where a UA, usually a web browser, issues a request, typically GET, to a web server. The web server then interprets this request and returns a document, usually in Hyper Text Markup Language (HTML) format, to the UA. This basic architecture is illustrated below: : index.html User Agent Web Server about.html products.html contact.html In a static architecture, the performance limiters are typically the network and the web server. Improving poor performance usually means increasing network bandwidth between the UA and the server and perhaps upgrading the server to transfer more documents per unit of time. Although a static website is architecturally simple and yields high performance, it has one key limitation: all of the content must be generated in advance. This architecture makes it difficult to present different content to different users. Providing custom, per-consumer content implies using a dynamic website architecture, which is discussed in the following section Drupal dynamic website The front-end architecture of a dynamic website is similar to that of a static one: a UA still makes requests via HTTP to a web server, which returns HTML documents in the response. But rather than merely returning a static document, the server instead invokes an application to generate the document on the fly. This application merges static data from templates with data fetched via database calls. The following diagram illustrates this more complex architecture: 2014 ScaleArc. All Rights Reserved. 6

8 Template Library User Agent Web Server Drupal Database The network and web server are still performance limiters in a dynamic architecture. However, additional limiters exist in the dynamic architecture. One is the speed of page assembly performed by the application server, which is Drupal in this case. 1 Another performance limiter is the latency of the database itself. Page assembly speed can be improved in much the same way as improving web server performance: upgrade the server hosting the application. Improving database performance, however, usually involves adding additional, replicated servers. We discuss this approach in the next section. 2.2 Replication Just like any other server, database server performance may be increased by the addition of resources. However SQL databases have an architectural feature, namely transaction integrity, which limits gain from simply adding resources. A conventional web server may distribute multiple static documents to multiple consumers simultaneously without corrupting the original sources. But since a write transaction must be atomic, no more than one query may write to a given row at a time. 2 Otherwise one producer s write request could change the database in such a way as to invalidate a subsequent consumer s read request. MySQL uses replication to provide for data integrity and redundancy. In addition, database applications may use this feature to serve multiple consumers in parallel. Consumers with write requests interact with database masters, while consumers with read requests interact with slaves. Since most applications read more than they write, most replication sets include more slaves than masters. 1 If performance is sufficient, the web and application server may run on the same processor. 2 In practice a query analyzer is employed to determine whether multiple queries contend for the same row, so it is possible to actually execute more than one query simultaneously ScaleArc. All Rights Reserved. 7

9 One problem with this strategy is the application must determine if a request is read only (SELECT) or read/write (DELETE, INSERT, UPDATE) and then route the request to the appropriate server. This approach introduces more complexity into the application. ScaleArc, however, uses clustering to isolate this increased complexity. This topic is discussed further in the next section. 2.3 Clustering Among other features, ScaleArc serves as a SQL database proxy: applications connect to ScaleArc, which then connects to the underlying database servers. ScaleArc groups elements of a replication set into an entity known as a cluster. ScaleArc then uses the cluster configuration to determine how to route incoming SQL transactions. In theory, one cluster member is designated as the master with read/write capability. Other members are slaves with read-only capability. In practice, the number of cluster masters and slaves is an operational decision, and site administrators can change these numbers to reflect actual performance needs. 3 ScaleArc examines each incoming SQL transaction and then routes the request to the appropriate server. For example SELECT requests are routed to a read-only node, while DELETE, INSERT, and UPDATE requests are routed to a read/write node. ScaleArc uses a modified round-robin algorithm to automatically perform load balancing of the incoming requests. Centralizing this load balancing and routing decision within ScaleArc offers application developers multiple advantages. First, they need not modify the application to match the actual composition of the underlying cluster. ScaleArc instead manages multiple connections to multiple database servers on the application s behalf. Second, developers may use a simple single-user, single-threaded model for database logic. Developers need not write a least busy routing algorithm. Instead, developers write the application as if it is the sole user of a single server, yet they still reap the performance benefits from load balancing and intelligent routing. ScaleArc also leverages automatic promotion: in case of failure, a standby mode is promoted to the master role. This benefit is discussed in the next section. 2.4 Automatic promotion Drupal websites driving e-commerce and other mission-critical business applications often employ cluster software, such as MySQL Cluster or Percona xtradb Cluster, for even higher availability. In this mode, the cluster has at least two master database servers: a primary and a secondary. Write transactions are routed to the primary master. If this node fails, then write transactions are instead routed to a server designated as a secondary master. Once the initial primary 3 In this document, we define a replication set as a single MySQL read/write master and its associated read-only slaves ScaleArc. All Rights Reserved. 8

10 server comes back on-line, all masters synchronize. Then each node assumes its original role. ScaleArc includes the ability to perform these routing changes on behalf of Drupal. The primary master is configured as a Read + Write node, while the secondary master is configured as Read + Standby. When a failover occurs, ScaleArc queues transactions during switchover and reroutes traffic to the secondary server. With ScaleArc managing automatic promotion, the application maintains a single connection to the ScaleArc software appliance, and it handles all of the associated failover logic. As a result, failover time is reduced by an order of magnitude. This method supports a choice of clustering software: either MySQL Cluster itself, or third-party choices such as Galera Cluster and Percona XtraDB. It is even possible to switch the cluster layer during operations without changing the driving application. If there is a disadvantage to using ScaleArc, it is simply that the service must be available for an application to function well. Fortunately ScaleArc supports a highavailability deployment model to achieve maximum uptime. The next section discusses this option. 2.5 High availability Because ScaleArc is used in mission-critical applications, the product supports a high-availability (HA) mode for maximum uptime. In particular, ScaleArc uses an active/standby reliability model with automatic failover in case of service failure. In HA mode, a pair of ScaleArc instances are running. The master ScaleArc instance sends a heartbeat signal to the slave instance. The master also shares all state changes with the slave. When the ScaleArc slave detects heartbeat failure, it assumes the master s role and begins serving database requests. Once the ScaleArc master is repaired and brought back on-line, the slave then reverts to a monitoring state, awaiting the next failure. Although the active and standby instances each have a unique static IP address, the pair shares a virtual IP address. Applications connect to the virtual IP, which is constant during failover. Allocating IP addresses to ScaleArc and MySQL, as well as the creation of user accounts, is discussed in the next chapter. 3. Preparation Since our solution consists of ScaleArc, MySQL, and Drupal components integrated together and communicating with each other, IP address allocation and user management must be coordinated. The deployment also requires licenses for the ScaleArc nodes. This chapter presents guidelines for configuring these items in advance. 3.1 Servers Our solution consumes six servers in total: two ScaleArc servers one master and one HA slave; three MySQL servers one read/write master and two replication 2014 ScaleArc. All Rights Reserved. 9

11 slave nodes; and a one web server hosting the combination of Apache, PHP, and Drupal. These servers may be physical, virtual, or a combination of both. To serve site traffic, the web server should be accessible via either a public IP address or a pinhole, but other IP addresses may be private. The servers running ScaleArc are considered appliances, each with a selfcontained Linux-based x86_64 architecture operating system and the ScaleArc application. The other servers may run any operating system supported by Apache or MySQL as appropriate. 3.2 Internet protocol addressing Our solution requires that all networked elements be able to communicate with each other at all times. One method for meeting this requirement is by assigning static IP addresses to all elements. Another method, although it is not discussed further in this document, is to use provisioned DHCP assignments based on Ethernet addresses ScaleArc use Since there are two ScaleArc instances running in this solution, one active and one standby forming an HA pair, we need two IP addresses. We also need a third address, a virtual IP address. This address is what Drupal will use as the DB_HOST parameter in settings.php to connect with ScaleArc, making HA failover transparent. A total of seven IP addresses are needed three for ScaleArc, three for MySQL, and one for the public website MySQL use We are using one MySQL master and two replication nodes, for a total of three addresses. All of our nodes may operate on the standard MySQL port of It is possible to have three MySQL instances installed on the same host and differentiate between them via different port numbers. This setup is not recommended for production purposes because it substantially limits performance Web server use The web server has a unique requirement: it must accept HTTP requests from the public Internet and deploy SQL commands from Drupal on our private intranet. Depending on our network configuration, we need either one or two IP addresses. If we can route a public IP address and port number as a pinhole to a private IP address, we can use this same private IP address for both purposes. But if not, we may need to configure a public IP address for use by the Apache web server and a private IP address for use by Drupal Example We present an example IP table for this installation scenario assuming our firewall or router can provide a pinhole for the public/private network interface: 2014 ScaleArc. All Rights Reserved. 10

12 IP Address Hostname Purpose None Default gateway ScaleArc-01A ScaleArc master node ScaleArc-01B ScaleArc HA standby node None ScaleArc virtual IP address MySQL-01 MySQL read/write primary master MySQL-02 MySQL standby-read secondary master MySQL-03 MySQL read only replication slave Drupalator 4 Apache running PHP and Drupal Although this table must be adapted to a particular installation, we use its values for examples throughout the rest of the document. 3.3 User management All of the solution components interact with a MySQL user. MySQL has root, a password-free, local user with administrative privileges. We now discuss user account assignments, starting with MySQL itself MySQL user accounts MySQL recommends creating a dedicated user for replication. This user may be limited to connect only from those nodes actually hosting MySQL itself. Additionally, we also need a remote root user for ScaleArc. We may limit this user to connect only from the IP addresses used by ScaleArc. But this user is required for ScaleArc cluster setup. Specific details about this user s privileges are documented in Section Error! Reference source not found., Error! Reference source not found.. Finally, we need to configure a database and user name for use by Drupal to publish the web site. We recommend this user be restricted to the IP address of the web server itself for security reasons. One final note: in a MySQL installation with replication, execute all user creation commands on a master. Then the replication mechanism will propagate these changes to the slaves ScaleArc user accounts ScaleArc has two users: the boot user, available only via the server console, and the main administrator, available via the web console. 4 Note we do not consider application server redundancy, meaning multiple Apache web servers running PHP and Drupal, but this may be required for some applications ScaleArc. All Rights Reserved. 11

13 The default boot user name is admin with a password of admin as well. This account is used to set the appliance IP address, subnet mask, and gateway. The main ScaleArc administrator user name and password are defined during ScaleArc initial setup. This setup is performed via the web console, which resides on port 80 at the appliance IP address Drupal user accounts There are two different classes of Drupal users: internal, assigned by Drupal for site publication purposes; and external, defined within MySQL and used to access the database. We need to specify the external MySQL user when starting Drupal installation. While installing, we later define the internal administrative user. 3.4 Licenses Some components of our solution require licensing. The Apache web server, PHP, and Drupal are all open source products. None requires a license. MySQL is available in both commercial and GPL (open source) versions. To use the commercial version, please obtain valid MySQL licenses. ScaleArc is a proprietary product requiring licenses. We need two, one for each server in the high availability (HA) pair. ScaleArc is glad to provide free thirty data trial licenses for evaluation purposes. Please contact us to obtain these licenses. 3.5 Security and networking issues By default, both Linux and Windows come pre-configured to prevent networking MySQL servers together. In this section, we discuss some basic setup requirements for allowing this networking Allow password-free login during integration As mentioned earlier, MySQL installs by default with a password-free root login from localhost. Once the solution has been completely installed and tested, one may constrain this password-free account. We recommend that all other accounts, including the replication, ScaleArc, and Drupal accounts, be created with password authentication and named host limitations Open the appropiate firewall port MySQL typically communicates on port 3306 via the TCP/IP protocol. Configure firewalls such that ScaleArc and Drupal may connect on this port. If corporate security policy prevents opening this particular port, consider installing MySQL to run on an unblocked port, such as Then use this port instead of the default port, which is 3306, during solution integration Allow unauthenticated network connection Both ScaleArc and Drupal work with the user authentication service built into MySQL. The network connection to MySQL, however, is unauthenticated. Mandatory access controls requiring authentication prior to establishment of a network connection may prevent MySQL connections. Please disable any service that enforces such control. In Linux, this step usually means disabling some port 2014 ScaleArc. All Rights Reserved. 12

14 restrictions imposed by selinux. In Windows, this step usually means disabling a specific group policy object Increase the maximum connection limit By default, MySQL ships with a maximum limit of 151 simultaneous connections, primarily for historical purposes. Also by default, ScaleArc maintains a pool of 300 simultaneous connections. Either the MySQL connection limit must be increased or the ScaleArc pool must be decreased. Note MySQL and later can handle up to 100,000 connections and 500-1,000 connections are routine. We recommend setting the maximum connection limit to at least 500 for this solution by performing the following steps: 1. Stop the MySQL service. Use the sc stop MySQL command in Windows or the service mysqld stop command in Linux to perform this task Open the my.ini file in the Windows installation directory or the /etc/my.cnf file in Linux using a text editor. 3. Find the [mysqld] section within this file and add the following statements within this section: max_connections=500 max_connect_errors= Start the MySQL service using either the sc start MySQL command in Windows or the service mysqld start command in Linux. Alternatively one may use the MySQL SET command to alter these variables on a running server. But unless recorded in the configuration file, these changes will be lost upon server restart Domain name service configuration During login of a remote user, MySQL uses reverse Domain Name Service (DNS) lookup for comparison with the host field in the mysql.user table. This process allows MySQL to allow authentication from some IP addresses but not others. For this operation to work properly, one of the following options must be implemented: Enable the reverse lookup service. This option is disabled by default on Windows DNS servers. Define the hostname and IP address in the hosts file. Enable skip_name_resolve within MySQL. This option is typically disabled. 5 One chooses the service name at installation. This name may be something else, like MySQL56. Or use the Services snap-in under Administrative Tools in the Control Panel to manage this service ScaleArc. All Rights Reserved. 13

15 Implementing one of these options will reduce the latency before a login is attempted and granted. Otherwise ScaleArc will time out when attempting to connect to MySQL. 4. ScaleArc Installation This chapter discusses the requirements for installing the ScaleArc component of the solution. These steps must be completed after MySQL replication has been installed but before Drupal is installed. 4.1 Licensing ScaleArc is licensed based on anticipated workload (number of cores, amount of RAM) and time (one year or three year). In addition, ScaleArc offers 30-day evaluation licenses. Licenses are stored as encrypted data in a file that is uploaded during initial configuration. Before installing ScaleArc, please contact us to obtain license files. Two are needed for this solution: one for the active unit, and another for the HA standby node Active server installation ScaleArc comes packaged as a software appliance in two forms: a bootable ISO CD-ROM image or an Open Virtual Archive (OVA) ready for import. The ISO image is recommended for physical machine installation and the OVA format is recommended for virtual machine implementation. Both formats are self-installing. 6 The OVA specifies a correctly sized virtual hard drive. For ISO installations, we recommend dedicating an entire spindle for the sole use of ScaleArc, for two reasons: the installer reformats the disk partition, and a dedicated spindle delivers maximum performance Network parameters Once ScaleArc has booted, the following prompt appears on the console: ScaleArc Version-3.0 localhost login: Enter the network configuration user name and password, both of which are admin The next screen is ScaleArc s initial configuration menu 7 as follows: 6 For Dell machines, biodevname=0 must be specified as a Linux boot option. 7 On subsequent logins, a menu for either resetting the IP address or performing a factory reset will appear first. Choose the appropriate action as desired ScaleArc. All Rights Reserved. 14

16 Please setup your IP/Gateway so you can access this appliance over the network, and complete the setup. We will apply the settings you choose to the (eth0) interface. IP Address for (eth0): Subnet Mask for (eth0): Gateway for (eth0): After entering the gateway IP address, the console displays the data captured for confirmation, editing, or disposal. Please type 1 for Apply and press Enter. At this point, networking restarts. When this process finishes, one may access the web console at the appliance IP address to perform initial configuration. We discuss this topic in the next section Initial configuration We perform initial configuration of ScaleArc via its web console. To start the console, enter the appliance s IP address, in our example , in the address bar of a web browser. The web console loads with the following welcome screen. Note that the ScaleArc software was formerly known as idb. To perform initial configuration, click the Setup ScaleArc button. The Initial Configuration screen illustrated on the following page loads. On this screen, perform the following steps: 5. Enter a Hostname to identify this ScaleArc appliance with the network. 6. Inspect the Default Gateway and verify it is correct. Otherwise change this address as necessary. 7. Enter a Primary DNS and Secondary DNS for public Internet access. The appliance uses settings to check for software updates. 8. Set the Time Zones as desired. Note the default zone is GMT ScaleArc. All Rights Reserved. 15

17 9. Enter a NTP Time Server hostname if DNS has been set or an IP address if not. Or clear this field and manually set the current date and time. 10. Enter a User Name and Password for the appliance s main administrative user. These fields are used for subsequent logins to this web console. 11. Click the Upload New License button, and browse for a license file. Note that since this appliance is the master, by convention we use the first license. 12. Wait for the appliance to upload the license, and confirm it is working. This status is indicated by the text on the Upload New License button turning from white to gray. 13. Click the Apply Settings button. The appliance loads an animated Applying Configuration dialog and then displays a Settings are saved successfully dialog. 14. Click OK on this dialog and then log into the web console using the administrator user name and password set earlier. Once logged in to the web console, one may clear existing events, if any. Then one can configure a database cluster. The process for clearing events is documented in the next section ScaleArc. All Rights Reserved. 16

18 4.2.3 Create a virtual IP Clients should connect with ScaleArc via a virtual IP address. Then clients can use the same IP even if the physical IP address changes, as it will during HA failover. To create a virtual IP for this purpose, perform the following steps: 1. Navigate to Settings Network Settings via the main menu. The screen shown below loads: 2. Click the Add Virtual IP button adjacent to the appropriate network interface, usually eth ScaleArc. All Rights Reserved. 17

19 3. Enter the desired virtual IP address in the top-most entry field. 4. Select the desired subnet mask from the drop-down control. 5. Click the Add button as shown below: Now when an HA failover event occurs, clients may still communicate with ScaleArc via this virtual IP address Clearing events At this point of the ScaleArc installation, two standard event notifications may show. Click on the flashing menu bar indicator as shown below: The license is about to expire event is automatically posted whenever the license is scheduled to expire in 30 days or shorter. Note that all free trial licenses are valid for only 30 days. This event is continuous: one may clear it, but the event does reappear every few minutes. The changes will require a system restart event may appear after the initial installation. If this event appears, clear it by performing the following steps: 1. Click the 0 More Events List button and navigate to the Events List. 2. Click the remove icon adjacent to this event. Confirm the event s deletion. 3. Click the Close icon in the Events List. 4. Navigate to Settings System Settings. 5. Scroll down to the bottom of the screen and click the Reboot System icon as shown in the following screen shot: 2014 ScaleArc. All Rights Reserved. 18

20 6. Confirm rebooting the system. After a few minutes, manually reload the web page. We are now ready to form a database cluster. 4.3 Database clustering ScaleArc uses a cluster of database servers to perform several performance acceleration tasks including load balancing and read/write splitting. Prior to creating a cluster, however, the database servers must be installed in replication mode as documented in Appendix Error! Reference source not found., Error! Reference source not found.. Afterwards, we add these servers to a database cluster. We begin by creating the cluster with one member: the primary master node as a read/write member. After the cluster is operating, we add secondary masters as standby nodes and slaves as read-only nodes. We document these tasks in the following sections Creating the cluster with a primary master member After we complete initial configuration, the appliance is ready to form the initial cluster. To do so, click Clusters in the main menu followed by the Setup Cluster button on the Welcome! screen. This step loads the Create Cluster screen that follows. To create a cluster, perform the following steps: 1. Enter a Cluster Name, such as Accounting or Product-Catalog. This name is descriptive and used throughout the web console. 2. 2Set both the Load Balancer Virtual IP Address and the Outbound Virtual IP Address to All IPs [Any]. This step allows the cluster to use all member IP resources. 3. Set the Database TCP Port to 3306 so existing clients may connect with the cluster via the standard MySQL port. Otherwise, set the port that ScaleArc should use for this purpose. Set the Username and Password of the user created for ScaleArc as documented in Section 0, All of the solution components interact with a MySQL user. MySQL has root, a password-free, local user with administrative privileges. We now discuss user account assignments, starting with MySQL itself MySQL user accounts. 5. The Add Server button changes from an unavailable to an available state. Click this button. 6. On the Adding Server dialog, enter the IP Address (or the FQDN if available) of the primary MySQL replication master ScaleArc. All Rights Reserved. 19

21 7. Leave the Server Status as Read + Write, as this first cluster member is the primary master. 8. Verify the other settings on this screen are correct. Verify the Port Number and Maximum Concurrent Server Connections meet the environment s requirements. Then click Add Server. 9. An animated Adding Server dialog appears. ScaleArc adds the replication master to the cluster as illustrated in the following Servers section screen shot: 10. Click Setup Cluster at the bottom of the web page. An animated Please wait, saving data dialog appears. Eventually cluster setup completes and the Cluster Control Panel loads ScaleArc. All Rights Reserved. 20

22 11. Verify the cluster is up and running as indicated under the Cluster Info heading and the master node is in green status under the Database Server heading. Once the master node has been installed as a read/write cluster member, we can add additional replication nodes. Instructions for doing so are presented in the next section Adding additional cluster members To add additional replication set members, first click Clusters in the web console s main menu. The Clusters Control Panel shown here should load: Repeat the following steps to add each additional cluster member: 1. Click the Add Server button. The Adding Server dialog box opens. 2. Enter the IP Address (or DNS Name) of the replication set member. 3. The Port defaults to Modify this field if necessary. 4. Set the Server Status drop-down control to Standby + Read for secondary master nodes or Read for slave nodes 5. Click the Add Server button and confirm the warning dialog. 6. Wait a few moments for confirmation that the server was successfully added. Ignore warnings about number of connection errors. After adding cluster members, ScaleArc will perform read/write splitting as well as primary/secondary master failover automatically without any required application changes Write ignore rules ScaleArc has a strict interpretation of what constitutes a write command. A SQL command that begins with SELECT is considered a read-only command. All other commands are considered write commands. For MySQL, however, some common commands do not begin with SELECT and do not make a database change. An example is the SET names utf8 command. This changes an in-memory parameter but not persistent storage. If we explicitly declare this statement as a write ignore rule, we obtain even higher performance from read/write splitting. To do so, perform the following steps: 2014 ScaleArc. All Rights Reserved. 21

23 1. Navigate to Cluster. Click the appropriate Cluster Settings button as illustrated below: 2. A multi-tab control loads. Click on the Settings tab. 3. Navigate to the Write Ignore section as shown in the following screen shot: 4. Click on the On button, then click the Set Rules link. 5. Write Ignore Rules dialog opens. Click Add Rules, then type SET names utf8 in the newly created rule. Before proceeding, verify the screen looks similar to the following one: 6. If everything appears in order, click the Save button. Now ScaleArc will route this command, commonly used by Drupal, to the least-busy database server and not just a read/write server ScaleArc. All Rights Reserved. 22

24 4.3.4 Proxy authentication ScaleArc can perform connection pooling by authenticating with MySQL on behalf of the Drupal user. But first, the user name, password, and database must be stored in the cluster settings. To do so, perform the following steps: 1. Navigate to Clusters. 2. In the Settings column, click on Users & DBs for the appropriate cluster. 3. The Authentication Offload dialog box loads. Set this feature to On as illustrated below: 4. Click the Fetch User button. A user selection screen appears. After a few seconds, the user list populates. Check the WordPress user name and click the Save button as shown below: ScaleArc now performs connection authentication and pooling on behalf of the Drupal user. 4.4 High availability configuration Production websites requiring five nines reliability benefit from using ScaleArc in HA mode. Now that we have completely set up the primary appliance, ScaleArc can set up a standby secondary appliance on our behalf. The HA setup process has the following general steps: Configure basic networking on the secondary appliance. Create a Virtual IP. Join the secondary appliance for HA. These steps are detailed in the following sections ScaleArc. All Rights Reserved. 23

25 4.4.1 Configure basic networking on the secondary appliance Once Basic networking is manually configured on the secondary appliance, ScaleArc can perform further HA configuration automatically. Repeat the process outlined in Section 4.2.1, Network parameters except this time configure the secondary s IP address when prompted Joining the secondary appliance for HA Once the primary is fully configured and the secondary has a working networking configuration, ScaleArc can copy all of the remaining settings from the primary to the secondary. To create an HA pair, perform the following steps on the primary: 1. Navigate to Settings HA Settings via the main menu. 2. Verify the High Availability Settings status is Appliance <Settings physical ip> Running as Standalone. This status indicates the primary is ready to accept a secondary node. 3. Choose the appropriate Ethernet adapter from the Configure High Availability drop-down menu. 4. Enter the secondary s physical IP address in the Remote IP field. 5. Click the Add As Secondary button as shown in the following screen shot: HA configuration will commence and may take a few minutes. Configuration is complete when the status changes to indicate HA mode is running. 5. Drupal Configuration Now that MySQL and ScaleArc are installed, we simply adapt Drupal by changing the database connection settings. We do so by editing the settings.php file in the 2014 ScaleArc. All Rights Reserved. 24

26 Drupal home directory, usually in sites/default, as documented in the following steps: 1. Stop the Apache service with the Service httpd stop command. This step will block all Drupal requests and take the site down momentarily. 2. Issue a chmod a+w settings.php command so that changes to this file are possible. 3. Open the setting.php file and scroll to the $databases array that starts on a new line (as opposed to several that are only comments). You may use /^\$databases in vi to find this location. An example of the complete array follows: $databases = array ( 'default' => array ( 'default' => array ( 'database' => 'drupal', 'username' => 'drupal', 'password' => 'drupal!', 'host' => 'localhost', 'port' => '', 'driver' => 'mysql', 'prefix' => '', ), ), ); 4. This section is a series of definitions that pair Drupal internal names, in single quotes, with their corresponding values, also in single quotes. For the databases pair, verify the value matches the MySQL database allocated for Drupal. 5. For the username pair, verify the value matches the MySQL user name for Drupal. 6. For the password pair, verify the value matches the password for this MySQL user. 7. For the host pair, change the value to a host name or IP address corresponding to the virtual IP used by the ScaleArc HA pair. 8. Save the settings.php file. 9. As a security precaution, issue a chmod a-w settings.php command to remove all write permissions from this file. 10. Start the Apache service by issuing the Service httpd start command ScaleArc. All Rights Reserved. 25

27 Now Drupal should immediately start using ScaleArc as its proxy to the MySQLreplicated database servers. No other application change is required. We can verify this setup using the Live Monitor, which, among other topics, is discussed in the next chapter. 6. ScaleArc Performance Monitoring and Tuning Once configured, ScaleArc automatically provides several immediate performance benefits. One is read/write splitting, which means SELECT queries won t wait while other queries block. ScaleArc also performs load balancing among a pool of servers. A third capability is connection pooling, where ScaleArc maintains consistent connections to the database, recycling these among hundreds of dynamic client connections. One major ScaleArc performance benefit requires manual authorization, and that is query results caching. ScaleArc can store the result set of a site s busiest queries in memory and return those results on demand. Programmers do not have to write even one line of code or use a different storage engine to obtain these benefits. Instead, a database administrator just sets a read request to be cached. So how does one determine, out of the thousands of queries coming to a site, which queries account for the biggest percentage of server load? Simple: run live traffic through the ScaleArc software appliance and use the analytics feature to characterize and isolate queries. Then use the GUI to cache frequent, slow queries with one click. This chapter provides step-by-step instructions for doing so. 6.1 Live monitor without caching Once ScaleArc is serving a site, use the live monitor to view the queries per second served between applications and each database cluster. To do so, perform the following steps: 1. Navigate to Live Monitor Cluster Stats via the main menu, then click on the desired cluster. 2. Observe the real-time display showing the past thirty seconds of actual traffic. 3. Scroll to the middle pane showing Queries/Second and the Cache Hit Rate. The display should be similar to the following screen shot. Note that even though several queries are running through ScaleArc, the hit rate is zero, since caching is not yet turned on ScaleArc. All Rights Reserved. 26

28 6.2 Viewing stored analytics While the live monitor displays various traffic parameters collected during the past thirty seconds in real time, the analytics display records traffic statistics over a much longer period and displays this data in graph form over periods of one day, one week, one month, and three months. To start using this capability, click on Analytics in the main menu. This step loads the summary page, which displays an overview of the selected sample period. Change the start date and sample period using the controls in the upper right-hand corner. Mouse over the graph to get peak readings at the major intervals. These features are illustrated in the following screen shot: Use stored analytics to identify which queries consume the most storage time. Then add rules, with one click, to cache these queries. The next section lays out the steps to follow ScaleArc. All Rights Reserved. 27

29 6.3 Analytics drill down From this same analytics page, one may drill down and add specific queries. The general process for doing so is: Choose a single busy hour. Choose a user. Add rules for the busiest queries. Step-by-step instructions follow. The Analytics interface uses a mouse over mode. Many items automatically open to expose further details without clicking. Also, expand the web browser window fully to see as much as the interface as possible. Finally, use a pointing device that has a scrolling function Choose a single busy hour From the Cluster Stats display described in Section 6.2 Viewing stored analytics, scroll to the middle of the page to view traffic on an hour-by-hour basis. Find the row containing the busiest hour with no cache hits at this point, it should be all hours since no query is cached and click that row. The user page loads Choose a user The next analytics page shows the various database users. Drupal has two users: the Drupal user itself, which represents actual traffic, and NULL, which represents system functions. Scroll the page down and mouse over the row containing the Drupal user summary statistics, which are illustrated in the following screen shot. Finally, click on this row to load the Query Types browser Add cache rules for the busiest queries The Query Types browser begins with a graph showing all queries plotted by number of repetitions and execution. As a result, the queries responsible for the most system load land in the upper-right (light pink) quadrant. One may mouse over these queries to see the underlying SQL as illustrated in the following screen shot: 2014 ScaleArc. All Rights Reserved. 28

30 Click the down arrow icon ( ) in the Server Time to sort the query types by system load. Find the row containing the first query in the list. Mouse over that row, and it automatically expands to show details and a regular expression pattern, as shown here: This query is consuming the most resources based on statistics collected automatically by ScaleArc. Click the Cache button (lightning bolt on disk) to open the Query Pattern tool as illustrated here: Select a Time to Live (TTL) appropriate for the frequency of changes to this page. If the resource is the home page of a news site that receives several updates a day, 2014 ScaleArc. All Rights Reserved. 29

31 perhaps five minutes is appropriate. If the page is relatively static, try 30 minutes. The longer the TTL, the higher the performance benefit. Finally, click the Add button. Observe the confirmation that the cache rule was successfully added. Repeat these steps to add more queries. We recommend starting with the top one or two dozen busiest queries. Add more query rules as Analytics collects longer samples over time. 6.4 Verifying cache performance Verify that the ScaleArc query cache is on by examining the cache hit rate. As before, navigate to Live Monitor Cluster Stats via the main menu, then click on the cluster name. Scroll to the middle pane showing the Cache Hit Rate, and the hit rate should be much larger than zero as illustrated here: Recall that this display shows live traffic over the past 30 seconds. To increase the cache hit rate, repeat the steps outlined in Section 0, Use stored analytics to identify which queries consume the most storage time. Then add rules, with one click, to cache these queries. The next section lays out the steps to follow. 6.3 Analytics drill down, to add more cache rules. 7. Drupal Query Caching Guidance This chapter contains advice for determining what Drupal queries may be safely cached, why, and for how long the time to live (TTL) to assign. This guidance is based on documentation from the Drupal Structure Guide using query frequency statistics gathered from internal product testing. 7.1 Heuristic guidance Drupal issues dozens of database queries for each and every web page. Consequently, it may be more appropriate to base TTL values on heuristics such as the site s purpose, how frequently the content changes, and the site s organizational impact. Such heuristics are presented in the following sections ScaleArc. All Rights Reserved. 30

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