open-consul/website/source/docs/guides/semaphore.html.md
Freddy 851bf8c2eb Update semaphore guide (#4661)
* Fill in gaps in semaphore guide
* Update to match that values come back b64 encoded
* Add that the value needs to be decoded
* Remove outdated reference to session1
* Fix some typos
* Clarify what is mean by a session having an active key
* Clarify requirements for lock holders in semaphore guide
2018-10-04 12:06:53 -10:00

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---
layout: "docs"
page_title: "Semaphore"
sidebar_current: "docs-guides-semaphore"
description: |-
This guide demonstrates how to implement a distributed semaphore using the Consul KV store.
---
# Semaphore
This guide demonstrates how to implement a distributed semaphore using the Consul
KV store. This is useful when you want to coordinate many services while
restricting access to certain resources.
~> If you only need mutual exclusion or leader election,
[this guide](/docs/guides/leader-election.html)
provides a simpler algorithm that can be used instead.
There are a number of ways that a semaphore can be built, so our goal is not to
cover all the possible methods. Instead, we will focus on using Consul's support for
[sessions](/docs/internals/sessions.html). Sessions allow us to build a system that
can gracefully handle failures.
-> **Note:** JSON output in this guide has been pretty-printed for easier reading. Actual values returned from the API will not be formatted.
## Contending Nodes
Let's imagine we have a set of nodes who are attempting to acquire a slot in the
semaphore. All nodes that are participating should agree on three decisions: the
prefix in the KV store used to coordinate, a single key to use as a lock,
and a limit on the number of slot holders.
For the prefix we will be using for coordination, a good pattern is simply:
```text
service/<service name>
```
We'll abbreviate this pattern as simply `<prefix>` for the rest of this guide.
The first step is for each contender to create a session. This is done using the
[Session HTTP API](/api/session.html#session_create):
```text
curl -X PUT -d '{"Name": "db-semaphore"}' \
http://localhost:8500/v1/session/create
```
This will return a JSON object contain the session ID:
```text
{
"ID": "4ca8e74b-6350-7587-addf-a18084928f3c"
}
```
-> **Note:** Sessions by default only make use of the gossip failure detector. That is, the session is considered held by a node as long as the default Serf health check has not declared the node unhealthy. Additional checks can be specified at session creation if desired.
Next, we create a lock contender entry. Each contender creates a kv entry that is tied
to a session. This is done so that if a contender is holding a slot and fails, its session
is detached from the key, which can then be detected by the other contenders.
Create the contender key by doing an `acquire` on `<prefix>/<session>` via `PUT`.
This is something like:
```text
curl -X PUT -d <body> http://localhost:8500/v1/kv/<prefix>/<session>?acquire=<session>
```
`body` can be used to associate a meaningful value with the contender, such as its nodes name.
This body is opaque to Consul but can be useful for human operators.
The `<session>` value is the ID returned by the call to
[`/v1/session/create`](/api/session.html#session_create).
The call will either return `true` or `false`. If `true`, the contender entry has been
created. If `false`, the contender node was not created; it's likely that this indicates
a session invalidation.
The next step is to create a single key to coordinate which holders are currently
reserving a slot. A good choice for this lock key is simply `<prefix>/.lock`. We will
refer to this special coordinating key as `<lock>`.
This is done with:
```text
curl -X PUT -d <body> http://localhost:8500/v1/kv/<lock>?cas=0
```
Since the lock is being created, a `cas` index of 0 is used so that the key is only put if it does not exist.
`body` should contain both the intended slot limit for the semaphore and the session ids
of the current holders (initially only of the creator). A simple JSON body like the following works:
```text
{
"Limit": 2,
"Holders": [
"<session>"
]
}
```
The current state of the semaphore is read by doing a `GET` on the entire `<prefix>`:
```text
curl http://localhost:8500/v1/kv/<prefix>?recurse
```
Within the list of the entries, we should find two keys: the `<lock>` and the
contender key <prefix>/<session>.
```text
[
{
"LockIndex": 0,
"Key": "<lock>",
"Flags": 0,
"Value": "eyJMaW1pdCI6IDIsIkhvbGRlcnMiOlsiPHNlc3Npb24+Il19",
"Session": "",
"CreateIndex": 898,
"ModifyIndex": 901
},
{
"LockIndex": 1,
"Key": "<prefix>/<session>",
"Flags": 0,
"Value": null,
"Session": "<session>",
"CreateIndex": 897,
"ModifyIndex": 897
}
]
```
Note that the `Value` we embedded into `<lock>` is Base64 encoded when returned by the API.
When the `<lock>` is read and its `Value` is decoded, we can verify the `Limit` agrees with the `Holders` count.
This is used to detect a potential conflict. The next step is to determine which of the current
slot holders are still alive. As part of the results of the `GET`, we also have all the contender
entries. By scanning those entries, we create a set of all the `Session` values. Any of the
`Holders` that are not in that set are pruned. In effect, we are creating a set of live contenders
based on the list results and doing a set difference with the `Holders` to detect and prune
any potentially failed holders. In this example `<session>` is present in `Holders` and
is attached to the key `<prefix>/<session>`, so no pruning is required.
If the number of holders after pruning is less than the limit, a contender attempts acquisition
by adding its own session to the `Holders` list and doing a Check-And-Set update of the `<lock>`.
This performs an optimistic update.
This is done with:
```text
curl -X PUT -d <Updated Lock Body> http://localhost:8500/v1/kv/<lock>?cas=<lock-modify-index>
```
`lock-modify-index` is the latest `ModifyIndex` value known for `<lock>`, 901 in this example.
If this request succeeds with `true`, the contender now holds a slot in the semaphore.
If this fails with `false`, then likely there was a race with another contender to acquire the slot.
To re-attempt the acquisition, we watch for changes on `<prefix>`. This is because a slot
may be released, a node may fail, etc. Watching for changes is done via a blocking query
against `/kv/<prefix>?recurse`.
Slot holders **must** continously watch for changes to `<prefix>` since their slot can be
released by an operator or automatically released due to a false positive in the failure detector.
On changes to `<prefix>` the locks `Holders` list must be re-checked to ensure the slot
is still held. Additionally, if the watch fails to connect the slot should be considered lost.
This semaphore system is purely *advisory*. Therefore it is up to the client to verify
that a slot is held before (and during) execution of some critical operation.
Lastly, if a slot holder ever wishes to release its slot voluntarily, it should be done by doing a
Check-And-Set operation against `<lock>` to remove its session from the `Holders` object.
Once that is done, both its contender key `<prefix>/<session>` and session should be deleted.