--- /dev/null
+v15.1.0 Octopus
+===============
+
+.. note: This is a release candidate and not (yet) intended for production use.
+
+These are draft notes for the upcoming Octopus release.
+
+Major Changes from Nautilus
+---------------------------
+
+- *General*:
+
+ * A new deployment tool called **cephadm** has been introduced that
+ integrates Ceph daemon deployment and management via containers
+ into the orchestration layer. For more information see
+ :ref:`cephadm` and :ref:`bootstrap`.
+ * Health alerts can now be muted, either temporarily or permanently.
+ * A simple 'alerts' capability has been introduced to send email
+ health alerts for clusters deployed without the benefit of an
+ existing external monitoring infrastructure.
+ * Health alerts are now raised for recent Ceph daemons crashes.
+
+
+- *RADOS*:
+
+ * Objects can now be brought in sync during recovery by copying only
+ the modified portion of the object, reducing tail latencies during
+ recovery.
+ * The PG autoscaler feature introduced in Nautilus is enabled for
+ new pools by default, allowing new clusters to autotune *pg num*
+ without any user intervention. The default values for new pools
+ and RGW/CephFS metadata pools have also been adjusted to perform
+ well for most users.
+ * BlueStore has received serveral improvements and performance
+ updates, including improved accounting for "omap" (key/value)
+ object data by pool, improved cache memory management, and a
+ reduced allocation unit size for SSD devices.
+ * Snapshot trimming metadata is now managed in a more efficient and
+ scalable fashion.
+
+
+- *RBD* block storage:
+
+ * Clone operations now preserve the sparseness of the underlying RBD image.
+ * The trash feature has been improved to (optionally) automatically
+ move old parent images to the trash when their children are all
+ deleted or flattened.
+ * The ``rbd-nbd`` tool has been improved to use more modern kernel interfaces.
+ * Caching has been improved to be more efficient and performant.
+
+
+- *RGW* object storage:
+
+ * Multi-site replication can now be managed on a per-bucket basis (EXPERIMENTAL).
+ * WORM?
+ * bucket tagging?
+
+- *CephFS* distributed file system:
+
+ * ?
+
+
+Upgrading from Mimic or Nautilus
+--------------------------------
+
+Notes
+~~~~~
+
+* You can monitor the progress of your upgrade at each stage with the
+ ``ceph versions`` command, which will tell you what ceph version(s) are
+ running for each type of daemon.
+
+Instructions
+~~~~~~~~~~~~
+
+#. Make sure your cluster is stable and healthy (no down or
+ recovering OSDs). (Optional, but recommended.)
+
+#. Set the ``noout`` flag for the duration of the upgrade. (Optional,
+ but recommended.)::
+
+ # ceph osd set noout
+
+#. Upgrade monitors by installing the new packages and restarting the
+ monitor daemons. For example, on each monitor host,::
+
+ # systemctl restart ceph-mon.target
+
+ Once all monitors are up, verify that the monitor upgrade is
+ complete by looking for the ``octopus`` string in the mon
+ map. The command::
+
+ # ceph mon dump | grep min_mon_release
+
+ should report::
+
+ min_mon_release 15 (nautilus)
+
+ If it doesn't, that implies that one or more monitors hasn't been
+ upgraded and restarted and/or the quorum does not include all monitors.
+
+#. Upgrade ``ceph-mgr`` daemons by installing the new packages and
+ restarting all manager daemons. For example, on each manager host,::
+
+ # systemctl restart ceph-mgr.target
+
+ Verify the ``ceph-mgr`` daemons are running by checking ``ceph
+ -s``::
+
+ # ceph -s
+
+ ...
+ services:
+ mon: 3 daemons, quorum foo,bar,baz
+ mgr: foo(active), standbys: bar, baz
+ ...
+
+#. Upgrade all OSDs by installing the new packages and restarting the
+ ceph-osd daemons on all OSD hosts::
+
+ # systemctl restart ceph-osd.target
+
+ You can monitor the progress of the OSD upgrades with the
+ ``ceph versions`` or ``ceph osd versions`` commands::
+
+ # ceph osd versions
+ {
+ "ceph version 13.2.5 (...) mimic (stable)": 12,
+ "ceph version 15.2.0 (...) octopus (stable)": 22,
+ }
+
+#. Upgrade all CephFS MDS daemons. For each CephFS file system,
+
+ #. Reduce the number of ranks to 1. (Make note of the original
+ number of MDS daemons first if you plan to restore it later.)::
+
+ # ceph status
+ # ceph fs set <fs_name> max_mds 1
+
+ #. Wait for the cluster to deactivate any non-zero ranks by
+ periodically checking the status::
+
+ # ceph status
+
+ #. Take all standby MDS daemons offline on the appropriate hosts with::
+
+ # systemctl stop ceph-mds@<daemon_name>
+
+ #. Confirm that only one MDS is online and is rank 0 for your FS::
+
+ # ceph status
+
+ #. Upgrade the last remaining MDS daemon by installing the new
+ packages and restarting the daemon::
+
+ # systemctl restart ceph-mds.target
+
+ #. Restart all standby MDS daemons that were taken offline::
+
+ # systemctl start ceph-mds.target
+
+ #. Restore the original value of ``max_mds`` for the volume::
+
+ # ceph fs set <fs_name> max_mds <original_max_mds>
+
+#. Upgrade all radosgw daemons by upgrading packages and restarting
+ daemons on all hosts::
+
+ # systemctl restart ceph-radosgw.target
+
+#. Complete the upgrade by disallowing pre-Octopus OSDs and enabling
+ all new Octopus-only functionality::
+
+ # ceph osd require-osd-release octopus
+
+#. If you set ``noout`` at the beginning, be sure to clear it with::
+
+ # ceph osd unset noout
+
+#. Verify the cluster is healthy with ``ceph health``.
+
+ If your CRUSH tunables are older than Hammer, Ceph will now issue a
+ health warning. If you see a health alert to that effect, you can
+ revert this change with::
+
+ ceph config set mon mon_crush_min_required_version firefly
+
+ If Ceph does not complain, however, then we recommend you also
+ switch any existing CRUSH buckets to straw2, which was added back
+ in the Hammer release. If you have any 'straw' buckets, this will
+ result in a modest amount of data movement, but generally nothing
+ too severe.::
+
+ ceph osd getcrushmap -o backup-crushmap
+ ceph osd crush set-all-straw-buckets-to-straw2
+
+ If there are problems, you can easily revert with::
+
+ ceph osd setcrushmap -i backup-crushmap
+
+ Moving to 'straw2' buckets will unlock a few recent features, like
+ the `crush-compat` :ref:`balancer <balancer>` mode added back in Luminous.
+
+
+#. If you are upgrading from Mimic, or did not already do so when you
+ upgraded to Nautlius, we recommened you enable the new :ref:`v2
+ network protocol <msgr2>`, issue the following command::
+
+ ceph mon enable-msgr2
+
+ This will instruct all monitors that bind to the old default port
+ 6789 for the legacy v1 protocol to also bind to the new 3300 v2
+ protocol port. To see if all monitors have been updated,::
+
+ ceph mon dump
+
+ and verify that each monitor has both a ``v2:`` and ``v1:`` address
+ listed.
+
+#. Consider enabling the :ref:`telemetry module <telemetry>` to send
+ anonymized usage statistics and crash information to the Ceph
+ upstream developers. To see what would be reported (without actually
+ sending any information to anyone),::
+
+ ceph mgr module enable telemetry
+ ceph telemetry show
+
+ If you are comfortable with the data that is reported, you can opt-in to
+ automatically report the high-level cluster metadata with::
+
+ ceph telemetry on
+
+ For more information about the telemetry module, see :ref:`the
+ documentation <telemetry>`.
+
+
+Upgrading from pre-Mimic releases (like Luminous)
+-------------------------------------------------
+
+You *must* first upgrade to Mimic (13.2.z) or Nautilus (14.2.z) before
+upgrading to Octopus.
+
+
+Upgrade compatibility notes
+---------------------------
+
+* The RGW "num_rados_handles" has been removed.
+ If you were using a value of "num_rados_handles" greater than 1
+ multiply your current "objecter_inflight_ops" and
+ "objecter_inflight_op_bytes" paramaeters by the old
+ "num_rados_handles" to get the same throttle behavior.
+
+* Ceph now packages python bindings for python3.6 instead of
+ python3.4, because python3 in EL7/EL8 is now using python3.6
+ as the native python3. see the `announcement <https://lists.fedoraproject.org/archives/list/epel-announce@lists.fedoraproject.org/message/EGUMKAIMPK2UD5VSHXM53BH2MBDGDWMO/>_`
+ for more details on the background of this change.
+
+* librbd now uses a write-around cache policy be default,
+ replacing the previous write-back cache policy default.
+ This cache policy allows librbd to immediately complete
+ write IOs while they are still in-flight to the OSDs.
+ Subsequent flush requests will ensure all in-flight
+ write IOs are completed prior to completing. The
+ librbd cache policy can be controlled via a new
+ "rbd_cache_policy" configuration option.
+
+* librbd now includes a simple IO scheduler which attempts to
+ batch together multiple IOs against the same backing RBD
+ data block object. The librbd IO scheduler policy can be
+ controlled via a new "rbd_io_scheduler" configuration
+ option.
+
+* RGW: radosgw-admin introduces two subcommands that allow the
+ managing of expire-stale objects that might be left behind after a
+ bucket reshard in earlier versions of RGW. One subcommand lists such
+ objects and the other deletes them. Read the troubleshooting section
+ of the dynamic resharding docs for details.
+
+* RGW: Bucket naming restrictions have changed and likely to cause
+ InvalidBucketName errors. We recommend to set ``rgw_relaxed_s3_bucket_names``
+ option to true as a workaround.
+
+* In the Zabbix Mgr Module there was a typo in the key being send
+ to Zabbix for PGs in backfill_wait state. The key that was sent
+ was 'wait_backfill' and the correct name is 'backfill_wait'.
+ Update your Zabbix template accordingly so that it accepts the
+ new key being send to Zabbix.
+
+* zabbix plugin for ceph manager now includes osd and pool
+ discovery. Update of zabbix_template.xml is needed
+ to receive per-pool (read/write throughput, diskspace usage)
+ and per-osd (latency, status, pgs) statistics
+
+* The format of all date + time stamps has been modified to fully
+ conform to ISO 8601. The old format (``YYYY-MM-DD
+ HH:MM:SS.ssssss``) excluded the ``T`` separator between the date and
+ time and was rendered using the local time zone without any explicit
+ indication. The new format includes the separator as well as a
+ ``+nnnn`` or ``-nnnn`` suffix to indicate the time zone, or a ``Z``
+ suffix if the time is UTC. For example,
+ ``2019-04-26T18:40:06.225953+0100``.
+
+ Any code or scripts that was previously parsing date and/or time
+ values from the JSON or XML structure CLI output should be checked
+ to ensure it can handle ISO 8601 conformant values. Any code
+ parsing date or time values from the unstructured human-readable
+ output should be modified to parse the structured output instead, as
+ the human-readable output may change without notice.
+
+* The ``bluestore_no_per_pool_stats_tolerance`` config option has been
+ replaced with ``bluestore_fsck_error_on_no_per_pool_stats``
+ (default: false). The overall default behavior has not changed:
+ fsck will warn but not fail on legacy stores, and repair will
+ convert to per-pool stats.
+
+* The disaster-recovery related 'ceph mon sync force' command has been
+ replaced with 'ceph daemon <...> sync_force'.
+
+* The ``osd_recovery_max_active`` option now has
+ ``osd_recovery_max_active_hdd`` and ``osd_recovery_max_active_ssd``
+ variants, each with different default values for HDD and SSD-backed
+ OSDs, respectively. By default ``osd_recovery_max_active`` now
+ defaults to zero, which means that the OSD will conditionally use
+ the HDD or SSD option values. Administrators who have customized
+ this value may want to consider whether they have set this to a
+ value similar to the new defaults (3 for HDDs and 10 for SSDs) and,
+ if so, remove the option from their configuration entirely.
+
+* monitors now have a `ceph osd info` command that will provide information
+ on all osds, or provided osds, thus simplifying the process of having to
+ parse `osd dump` for the same information.
+
+* The structured output of ``ceph status`` or ``ceph -s`` is now more
+ concise, particularly the `mgrmap` and `monmap` sections, and the
+ structure of the `osdmap` section has been cleaned up.
+
+* A health warning is now generated if the average osd heartbeat ping
+ time exceeds a configurable threshold for any of the intervals
+ computed. The OSD computes 1 minute, 5 minute and 15 minute
+ intervals with average, minimum and maximum values. New
+ configuration option ``mon_warn_on_slow_ping_ratio`` specifies a
+ percentage of ``osd_heartbeat_grace`` to determine the threshold. A
+ value of zero disables the warning. New configuration option
+ ``mon_warn_on_slow_ping_time`` specified in milliseconds over-rides
+ the computed value, causes a warning when OSD heartbeat pings take
+ longer than the specified amount. New admin command ``ceph daemon
+ mgr.# dump_osd_network [threshold]`` command will list all
+ connections with a ping time longer than the specified threshold or
+ value determined by the config options, for the average for any of
+ the 3 intervals. New admin command ``ceph daemon osd.#
+ dump_osd_network [threshold]`` will do the same but only including
+ heartbeats initiated by the specified OSD.
+
+* Inline data support for CephFS has been deprecated. When setting the flag,
+ users will see a warning to that effect, and enabling it now requires the
+ ``--yes-i-really-really-mean-it`` flag. If the MDS is started on a
+ filesystem that has it enabled, a health warning is generated. Support for
+ this feature will be removed in a future release.
+
+* ``ceph {set,unset} full`` is not supported anymore. We have been using
+ ``full`` and ``nearfull`` flags in OSD map for tracking the fullness status
+ of a cluster back since the Hammer release, if the OSD map is marked ``full``
+ all write operations will be blocked until this flag is removed. In the
+ Infernalis release and Linux kernel 4.7 client, we introduced the per-pool
+ full/nearfull flags to track the status for a finer-grained control, so the
+ clients will hold the write operations if either the cluster-wide ``full``
+ flag or the per-pool ``full`` flag is set. This was a compromise, as we
+ needed to support the cluster with and without per-pool ``full`` flags
+ support. But this practically defeated the purpose of introducing the
+ per-pool flags. So, in the Mimic release, the new flags finally took the
+ place of their cluster-wide counterparts, as the monitor started removing
+ these two flags from OSD map. So the clients of Infernalis and up can benefit
+ from this change, as they won't be blocked by the full pools which they are
+ not writing to. In this release, ``ceph {set,unset} full`` is now considered
+ as an invalid command. And the clients will continue honoring both the
+ cluster-wide and per-pool flags to be backward comaptible with pre-infernalis
+ clusters.
+
+* The telemetry module now reports more information.
+
+ First, there is a new 'device' channel, enabled by default, that
+ will report anonymized hard disk and SSD health metrics to
+ telemetry.ceph.com in order to build and improve device failure
+ prediction algorithms. If you are not comfortable sharing device
+ metrics, you can disable that channel first before re-opting-in::
+
+ ceph config set mgr mgr/telemetry/channel_device false
+
+ Second, we now report more information about CephFS file systems,
+ including:
+
+ - how many MDS daemons (in total and per file system)
+ - which features are (or have been) enabled
+ - how many data pools
+ - approximate file system age (year + month of creation)
+ - how many files, bytes, and snapshots
+ - how much metadata is being cached
+
+ We have also added:
+
+ - which Ceph release the monitors are running
+ - whether msgr v1 or v2 addresses are used for the monitors
+ - whether IPv4 or IPv6 addresses are used for the monitors
+ - whether RADOS cache tiering is enabled (and which mode)
+ - whether pools are replicated or erasure coded, and
+ which erasure code profile plugin and parameters are in use
+ - how many hosts are in the cluster, and how many hosts have each type of daemon
+ - whether a separate OSD cluster network is being used
+ - how many RBD pools and images are in the cluster, and how many pools have RBD mirroring enabled
+ - how many RGW daemons, zones, and zonegroups are present; which RGW frontends are in use
+ - aggregate stats about the CRUSH map, like which algorithms are used, how
+ big buckets are, how many rules are defined, and what tunables are in
+ use
+
+ If you had telemetry enabled, you will need to re-opt-in with::
+
+ ceph telemetry on
+
+ You can view exactly what information will be reported first with::
+
+ ceph telemetry show # see everything
+ ceph telemetry show basic # basic cluster info (including all of the new info)
+
+* Following invalid settings now are not tolerated anymore
+ for the command `ceph osd erasure-code-profile set xxx`.
+ * invalid `m` for "reed_sol_r6_op" erasure technique
+ * invalid `m` and invalid `w` for "liber8tion" erasure technique
+
+* New OSD daemon command dump_recovery_reservations which reveals the
+ recovery locks held (in_progress) and waiting in priority queues.
+
+* New OSD daemon command dump_scrub_reservations which reveals the
+ scrub reservations that are held for local (primary) and remote (replica) PGs.
+
+* Previously, ``ceph tell mgr ...`` could be used to call commands
+ implemented by mgr modules. This is no longer supported. Since
+ luminous, using ``tell`` has not been necessary: those same commands
+ are also accessible without the ``tell mgr`` portion (e.g., ``ceph
+ tell mgr influx foo`` is the same as ``ceph influx foo``. ``ceph
+ tell mgr ...`` will now call admin commands--the same set of
+ commands accessible via ``ceph daemon ...`` when you are logged into
+ the appropriate host.
+
+* The ``ceph tell`` and ``ceph daemon`` commands have been unified,
+ such that all such commands are accessible via either interface.
+ Note that ceph-mgr tell commands are accessible via either ``ceph
+ tell mgr ...`` or ``ceph tell mgr.<id> ...``, and it is only
+ possible to send tell commands to the active daemon (the standbys do
+ not accept incoming connections over the network).
+
+* Ceph will now issue a health warning if a RADOS pool as a ``pg_num``
+ value that is not a power of two. This can be fixed by adjusting
+ the pool to a nearby power of two::
+
+ ceph osd pool set <pool-name> pg_num <new-pg-num>
+
+ Alternatively, the warning can be silenced with::
+
+ ceph config set global mon_warn_on_pool_pg_num_not_power_of_two false
+
+* The format of MDSs in `ceph fs dump` has changed.
+
+* The ``mds_cache_size`` config option is completely removed. Since luminous,
+ the ``mds_cache_memory_limit`` config option has been preferred to configure
+ the MDS's cache limits.
+
+* The ``pg_autoscale_mode`` is now set to ``on`` by default for newly
+ created pools, which means that Ceph will automatically manage the
+ number of PGs. To change this behavior, or to learn more about PG
+ autoscaling, see :ref:`pg-autoscaler`. Note that existing pools in
+ upgraded clusters will still be set to ``warn`` by default.
+
+* The ``upmap_max_iterations`` config option of mgr/balancer has been
+ renamed to ``upmap_max_optimizations`` to better match its behaviour.
+
+* ``mClockClientQueue`` and ``mClockClassQueue`` OpQueue
+ implementations have been removed in favor of of a single
+ ``mClockScheduler`` implementation of a simpler OSD interface.
+ Accordingly, the ``osd_op_queue_mclock*`` family of config options
+ has been removed in favor of the ``osd_mclock_scheduler*`` family
+ of options.
+
+* The config subsystem now searches dot ('.') delineated prefixes for
+ options. That means for an entity like ``client.foo.bar``, it's
+ overall configuration will be a combination of the global options,
+ ``client``, ``client.foo``, and ``client.foo.bar``. Previously,
+ only global, ``client``, and ``client.foo.bar`` options would apply.
+ This change may affect the configuration for clients that include a
+ ``.`` in their name.
+
+ Note that this only applies to configuration options in the