Merge pull request #1121 from tesshuflower/docs-pvc-copy-trigger-anno…

…tations

docs - pvc annotations for copy triggers

docs/usage/index.rst

@@ -8,6 +8,7 @@ Usage
    permissionmodel
    resourcerequirements
    triggers
+   pvccopytriggers
    metrics/index
    rclone/index
    restic/index
@@ -57,6 +58,12 @@ Triggers
 
 VolSync :doc:`supports several types of triggers <triggers>` to specify when to schedule the replication.
 
+PVC Annotations for Copy Triggers
+=================================
+
+VolSync :doc:`supports source PVC annotations <pvccopytriggers>` to coordinate triggering when VolSync takes a copy
+(snapshot or clone) for a replication.
+
 Metrics
 =======
 

docs/usage/pvccopytriggers.rst

@@ -0,0 +1,202 @@
+=================================
+PVC annotations for copy triggers
+=================================
+
+.. toctree::
+   :hidden:
+
+When doing a replication of a source PVC, it can be desirable to perform some operation such as a quiesce on the
+application source prior to performing the replication. VolSync has not implemented any hooks in order to do this
+as they can require privileges such as being able to exec into users containers.
+
+A user can always schedule their replications themselves via manual triggers if they want to peform some automation,
+but now there's also the option of using annotations on the source PVC.
+
+With a ``ReplicationSource`` that uses a CopyMode of ``Snapshot`` or ``Clone``, it's possible to use
+annotations on the Source PVC in order to coordinate when the snapshot or clone gets taken during a replication
+cycle.
+
+When VolSync schedules a synchronization for the ``ReplicationSource``, if the source has the annotation
+``volsync.backube/use-copy-trigger``, then VolSync will pause before taking the Snapshot or Clone and wait for the user
+to indicate/trigger that VolSync can proceed. After which VolSync will also update via pvc annotations once the Snapshot
+or Clone is complete so that the user can choose to perform actions such as an unquiesce.
+
+Source PVC annotations being used
+=================================
+
+For the user to edit/modify (VolSync will not touch these annotations):
+
+.. code-block:: console
+  :caption: User-level Source PVC annotations
+
+  volsync.backube/use-copy-trigger
+  volsync.backube/copy-trigger
+
+For VolSync to edit/modify (Users should not modify these annotations):
+
+.. code-block:: console
+  :caption: VolSync Source PVC annotations
+
+  volsync.backube/latest-copy-status
+  volsync.backube/latest-copy-trigger
+
+Mover support
+=============
+
+The current set of movers that support PVC annotations for copy triggers is:
+
+- rclone
+- restic
+- rsync-tls
+- rsync
+
+Example Source PVC annotation coordination with VolSync
+=======================================================
+
+Here is an example scenario using a replicationsource with restic to backup a
+PVC to a remote store. PVC copy triggers will be used in order to coordinate
+performing actions on the application using the PVC prior to the snapshot
+being taken.
+
+.. code-block:: yaml
+  :caption: Example ReplicationSource
+
+  apiVersion: volsync.backube/v1alpha1
+  kind: ReplicationSource
+  metadata:
+    name: test-rs
+    namespace: test-ns
+  spec:
+    sourcePVC: data-pvc
+    trigger:
+      schedule: "*/30 * * * *"
+    restic:
+      pruneIntervalDays: 1
+      repository: restic-secret
+      retain:
+        hourly: 3
+        daily: 2
+        monthly: 1
+      copyMethod: Snapshot
+      cacheCapacity: 1Gi
+
+The example ``replicationsource`` will run a sync every 30 minutes and make a
+snapshot of the source PVC called ``data-pvc`` every time it syncs.
+
+.. code-block:: yaml
+  :caption: Source PVC
+
+  apiVersion: v1
+  kind: PersistentVolumeClaim
+  metadata:
+    name: data-pvc
+    namespace: test-ns
+    annotations:
+      # If this annotation is set with any value, VolSync will use copy triggers
+      volsync.backube/use-copy-trigger: ""
+  spec:
+    accessModes: [ReadWriteOnce]
+    resources:
+      requests:
+        storage: 10Gi
+
+When the ``replicationsource`` runs a sync, it will see the ``volsync.backube/use-copy-trigger`` annotation
+on the source PVC and pause before taking a snapshot.
+
+VolSync will then add the ``volsync.backube/latest-copy-status`` annotation with value ``WaitingForTrigger``.
+
+.. code-block:: yaml
+  :caption: Source PVC - VolSync is waiting for copy trigger before taking snapshot or clone
+
+  apiVersion: v1
+  kind: PersistentVolumeClaim
+  metadata:
+    name: data-pvc
+    namespace: test-ns
+    annotations:
+      volsync.backube/use-copy-trigger: ""
+      volsync.backube/latest-copy-status: "WaitingForTrigger"
+  ...
+
+At this point the user can run commands to pause or quiesce their application.
+
+.. note::
+  VolSync will update the ``replicationsource`` ``status.latestMoverStatus`` with an error if the use does not set a
+  copy-trigger within 10 minutes of setting the ``volsync.backube/latest-copy-status`` to ``WaitingForTrigger``.
+  VolSync will keep reconciling the ``replicationsource`` however.
+
+Now to indicate that VolSync can proceed to create a copy of the source PVC (a snapshot or clone), the user needs to
+add the annotation ``volsync.backube/copy-trigger`` to a unique value.
+
+.. code-block:: yaml
+  :caption: Source PVC - User sets a new unique copy-trigger annotation on the PVC
+
+  apiVersion: v1
+  kind: PersistentVolumeClaim
+  metadata:
+    name: data-pvc
+    namespace: test-ns
+    annotations:
+      volsync.backube/use-copy-trigger: ""
+      volsync.backube/copy-trigger: "trigger-1" # User updated to unique value
+      volsync.backube/latest-copy-status: "WaitingForTrigger"
+  ...
+
+VolSync will now start to make the copy of the PVC (a snapshot or clone) and update the
+``volsync.backube/latest-copy-status`` to ``InProgress``.
+
+.. code-block:: yaml
+  :caption: Source PVC - VolSync proceeds to take copy (snapshot or clone)
+
+  apiVersion: v1
+  kind: PersistentVolumeClaim
+  metadata:
+    name: data-pvc
+    namespace: test-ns
+    annotations:
+      volsync.backube/use-copy-trigger: ""
+      volsync.backube/copy-trigger: "trigger-1"
+      volsync.backube/latest-copy-status: "InProgress" # Snapshot is being taken
+  ...
+
+One the snapshot or clone is complete, VolSync will again update the ``volsync.backube/latest-copy-status``, this time
+to ``Completed``. VolSync will also add another annotation ``volsync.backube/latest-copy-trigger`` which will match the
+value of the ``volsync.backube/copy-trigger`` set by the user.
+
+.. code-block:: yaml
+  :caption: Source PVC - VolSync has completed copy (snapshot or clone)
+
+  apiVersion: v1
+  kind: PersistentVolumeClaim
+  metadata:
+    name: data-pvc
+    namespace: test-ns
+    annotations:
+      volsync.backube/use-copy-trigger: ""
+      volsync.backube/copy-trigger: "trigger-1"
+      volsync.backube/latest-copy-status: "Completed" # Snapshot is complete
+      volsync.backube/latest-copy-trigger: "trigger-1"
+  ...
+
+VolSync will proceed to run the sync at this point, but since the copy has completed, users can now perform actions
+on their application such as an unquiesce.
+
+Next sync iteration, VolSync will again update the ``volsync.backube/latest-copy-status`` to ``WaitingForTrigger``.
+
+.. code-block:: yaml
+  :caption: Source PVC - VolSync is again waiting for copy trigger before taking snapshot or clone
+
+  apiVersion: v1
+  kind: PersistentVolumeClaim
+  metadata:
+    name: data-pvc
+    namespace: test-ns
+    annotations:
+      volsync.backube/use-copy-trigger: ""
+      volsync.backube/copy-trigger: "trigger-1"
+      volsync.backube/latest-copy-status: "WaitingForTrigger" # The next sync is waiting for a new copy-trigger
+      volsync.backube/latest-copy-trigger: "trigger-1"
+  ...
+
+VolSync will wait before making a copy of the Source PVC until the user updates
+``volsync.backube/copy-trigger`` to a value that does not match the value of ``volsync.backube/latest-copy-trigger``.