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DRAFT

Table of Contents

Overview

ROSS (short for Research Object Storage System) is a multi-protocol, web-based storage system, currently based on the Dell EMC Elastic Cloud Storage (ECS) system.  The primary 4.2 PB storage unit for ROSS resides on the UAMS campus.  In the coming months the UAMS unit will be connected with a 2 PB sister unit sited at the University of Arkansas in Fayetteville, to allow for a limited amount of off-site, replicated storage.  ROSS currently has 23 storage nodes, with 15 at UAMS and 8 at UA Fayetteville.   Future expansions could increase the number of storage nodes and capacity.

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For data that meets OURRstore requirements (relatively static, STEM related, not clinical nor regulated), archiving to OURRstore is a very cost effective option to get resilient, long-term, offsite copies for little extra money (just media and shipping costs).  Other options for backup include the UAMS campus Research NAS or cloud storage such as Azure, Google, Amazon, or IBM.  USB or bare drives are also an option for backup, but not recommended, as they are quite error prone if not stored and managed properly.

Info

If you are unfamiliar with the object storage terms that ROSS documents use, we recommend reading the Access to the Research Object Store System (ROSS) article on this wiki for an overview.

Costs for using ROSS

The College of Medicine (COM) Associate Dean of Research, in consultation with an advisory group at UAMS, recommended charging an up-front payment of $70 per TB for the use of ROSS, good for the 5 year life of the storage.  This is less than half the current replacement plus maintenance cost for the underlying hardware ($159 per TB).  If one wants replicated storage (i.e. one copy in Little Rock, one copy in Fayetteville), the cost would be double, or $140 per TB for the pair of copies.

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Warning

Until pricing changes, users should be prepared for the up front $70 per TB per copy pricing set by the COM.  Although we are not collecting fees at the moment, retroactive fee collection could begin after the ARCC steering committee settles on the fee schedule.  Any storage in use at the time that ARCC sets the fee schedule would be charged the lower of the $70 fee imposed by COM, or the new fees set by ARCC, for 5 years of storage.  Additional storage would be charged at the fee schedule set by ARCC.

Restrictions on data that can be stored on ROSS

There are few restrictions on the types of data that can be stored on ROSS.  Almost anything is allowed, as long as the data storage complies with both governmental, IRB, and UAMS rules and regulations.

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The server-side encryption can either be turned on at the namespace level, where all buckets in a namespace are required to be encrypted, or on the bucket level for namespaces that do not have 'encryption required' turned on.  If you want namespace level encryption, please inform the HPC admins when requesting a namespace.  The encryption choice must be made at namespace or bucket creation time, and cannot be changed afterwards.  (One can copy data from an unencrypted bucket to an encrypted one, then destroy the unencrypted bucket, or visa versa, should a change be needed after bucket creation.)

Preparing to Use ROSS 

Info
Before requesting access to ROSS, in addition to reading this article, please also read the Access to the Research Object Store System (ROSS) article on this wiki, since it describes key concepts needed to understand how storage is laid out and accessed. 

If you are are good with the data restrictions and prepared to cover costs that might be incurred for using ROSS, there are steps that must be  completed before you can actually move data between ROSS and Grace.  First, you must request or be assigned to a namespace.  Second, decide which APIs you might use. Third, your namespace administrator using the ECS Portal may wish to pre-create the buckets that you might use.  Creating buckets in the ECS Portal can be a more convenient than creating them using APIs or tools.  Finally, get access credentials for the APIs that you might use.


Requesting a namespace assignment on ROSS

All namespaces have namespace administrators who manage buckets and object users within that namespace.  A particular username@domain can only be a namespace administrator for one namespace.  If a particular person needs to be the namespace administrator in more than one namespace, for example a personal namespace as well as a group namespace, they must use different login names and domains.  This is why we suggest using your HPC credentials for personal namespaces, and other credentials (e.g. UAMS AD) for group namespaces.

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The steps to gain access to a namespace differ, depending on whether the namespace already exists or not. 

New namespaces

To initiate access to ROSS for a new personal or group (e.g. project, lab, department) namespace, please send a request via e-mail to HPCAdmin@uams.edu.  In your request,

  • Please indicate whether this is for a personal namespace (e.g. primary storage for processing data on Grace), or for a group (shared storage). 
    • For a personal namespace, please indicate
      • your name
      • your e-mail
      • your departmental affiliation
      • what your login name (not your password) and domain you will use to access ROSS's administrative interface, e.g. johndoe@hpc.uams.edu (for personal namespaces we prefer that you use your HPC username)
    • For a group namespace, please give
      • a name and brief description for the group
      • the primary e-mail contact for the group
      • the departmental affiliation of the group
      • who will be the namespace administrators - we need
        • their names
        • their e-mail address
        • their login name (not their password) and domain e.g. janedoe@ad.uams.edu (for group namespaces we generally prefer campus Active Directory usernames (e.g. the name the namespace administrator might use to login to Outlook Mail))
        • you may ask for more than one namespace administrator
        • if all the members of a particular campus AD group should be namespace administrators, you could also just give us the name and domain of the group instead of their individual names
  • Please estimate approximately how much storage you or your group intend to use in ROSS for the requested namepace, divided into local and replicated amounts.  Remember that replicated data costs twice as much as non-replicated data.  The HPC Admins will use this information in setting the initial quotas and for capacity planning.  You will be allowed to request increases in quota if needed and space is available. 
  • We would also appreciate a brief description of what you will be using the storage for.  The "what it is used for" assists us in drumming up support (and possibly dollars) for expanding the system. 

Existing namespace

If you wish to access an existing group namespace as an object user, please contact the namespace administrator of that namespace and ask to be added as an object user for that namespace.  If you need assistance determining what namespaces are available and who are the namespace administrators feel free to contact the HPC Admins via e-mail (hpcadmin@uams.edu).

If you supervised an employee or student who is no longer with you, for example due to a change of assignment or leaving the university, then you are responsible for the final disposition of the storage used by that person.  In this case you may request access to their personal namespace by sending that request to the HPC Admins via e-mail (hpcadmin@uams.edu).  If the person is still with UAMS, the HPC Admins will coordinate with the two of you, in case the person wishes keep their namespace, including portions of the existing data.

APIs supported by ROSS

ROSS supports multiple object protocol APIs.  The most common is S3, followed by Swift (from the Open Stack family).  Although ROSS can support the NFS protocol, our experiments show that the native NFS support is slower for many use cases than other options that simply emulate a POSIX file system using object protocols.  But NFS is available for those who would like to use it.  ROSS can also support HDFS (used in Hadoop clusters) and a couple of Dell/EMC proprietary protocols (ATMOS and CAS); however, we have not tested any of these other protocols, hence the HPC Admins could only offer limited support for these other options. 

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The file-based protocols NFS and HDFS must be enabled on a bucket at creation time, if you intend to use them, since the underlying system adds additional metadata when file access is enabled.  When enabled, NFS and HDFS, too, can be used interchangeably with the S3 and Swift object protocols on the same bucket.  However, a bucket with file access enabled loses some of the object features, such as life cycle management.  So consider carefully before enabling file access.  (You can still access a bucket using file system semantics with some external tools even when the bucket is not enabled for file access.)

Creating a bucket

There are three ways to create buckets (aka containers in the Swift world):

  1. Many object tools have options to create and manipulate buckets, which is quite convenient, generally portable (i.e. would work on any object storage system), but also limited.  In general, tools cannot create buckets with ECS options, such as encryption, replication and file access.  You have to use one of the other bucket creation options.  Object tools only need the object user's access credentials.  Please see the tools' documentation for details.
  2. The RESTful APIs, including S3, Swift, and an ECS-specific management API, can be used to create and manipulate buckets.  With the appropriate headers and parameters, ECS options can be enabled.  More information can be had in the ECS Data Access Guide and the ECS API Reference (hint - use the search function). 
    1. The protocol-specific S3 or Swift REST APIs need an object user's credentials, and the namespace administrator must have given appropriate permissions to the object user.
    2. The ECS-specific management APIs (which we do not support users in using) require namespace administrator credentials.
  3. Use the ECS Portal.  This is the simplest option that gives full control over bucket characteristics.  The ECS Portal can only be accessed by the namespace administrator.  (That would be you, for your personal namespace.)  The namespace administrator logs into the ECS Portal (https://ross.hpc.uams.edu) with the credentials tied to that namespace.  Details on how to use the ECS Portal to manage buckets can be found in the Buckets chapter of the ECS Administration Guide.

Getting access credentials

In order to use either S3 or Swift, you need credentials. 

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For Swift credentials, Note the "Swift Group" and "Swift Password" fields.  If this is a new object users, you may need to fill in the group and password for Swift.  Note that we do not currently run a keystone server, hence only Swift v1 or v2 credentials work.

Using ROSS

After getting access credentials for your chosen APIs, you are ready to use ROSS.  

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In theory, a bucket can hold millions of files.  We have noticed, though, that with path prefix searching the more objects that have a particular prefix, the longer the search takes.  While this is not dissimilar to POSIX filesystems, where the more files there are in a directory. the longer it takes to do a directory lookup, on an object store, being a flat namespace (no directory hierarchy), such searches can be much slower than the typical POSIX file system.  The total number of objects in a bucket also has a mild, though not dramatic, impact on the look up speed particular objects in a bucket.  Again, keep this in mind when planning your use of ROSS.  One way to get around this speed penalty is to use an external database (e.g. sqlite) to track in which buckets and objects your data resides in.

Tools recommendations for accessing ROSS

The bottom line - any tool that uses any of the supported protocols theoretically could work with ROSS.  There are a number of free and commercial tools that work nicely with object stores like ROSS.  Like most things in life, there are pros and cons to different tools.  Here is some guidance as to what we look for in tools.

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The following sections describe using ecs-sync and rclone for moving data between ROSS and Grace's cluster storage.

ecs-sync

The ecs-sync program is specifically designed for the parallel bulk moving of data from one storage technology to another.  It comes from the Dell/EMC support labs, and is what EMC support engineers use for migrating data.  It certainly is possible to install ecs-sync outside of Grace, for example on a lab workstation to rapidly move data to or from ROSS.  However in this article we only discuss the use case of moving data between ROSS and Grace using the ecs-sync installed by the HPC Admins.

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The easiest way to create an xml config file is to copy an exiting template, and just change the pertinent values.  To help guide, here are examples of the 3 sections with descriptions of the parameters

Global Options

This example shows available global parameter options.  These are typical values, and may be changed.  The important options are deleteSource, fourceSync, recursive, retryAttempts, threadcount, verify and verifyOnly,

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OptionDescription
bufferSizeSets the buffer size (in bytes) to use when streaming data from the source to the target (supported plugins only).  Defaults to 128K
dbConnectString We do not use this parameter.  Enables the MySQL database engine and specifies the JDBC connect string to connect to the database (i.e. "jdbc:mysql://localhost:3306/ecs_sync?user=foo&password=bar"). A database will make repeat runs and incrementals more efficient.  With this database type, you can use the mysql client to interrogate the details of all objects in the sync. 
dbEncPassword This parameter is only used with the MySQL option, which we do not use.  Specifies the encrypted password for the MySQL database.
dbEnhancedDetailsEnabledMay not work.  Specifies whether the DB should included enhanced details, like source/target MD5 checksum, retention durations, etc. Note this will cause the DB to consume more storage and may add some latency to each copy operation.
dbFileWe do recommend this option.  Enables the Sqlite database engine and specifies the file to hold the status database. A database will make repeat runs and incrementals more efficient.  With this database type, you can use the sqlite3 client to interrogate the details of all objects in the sync.
dbTableSpecifies the DB table name to use. When using MySQL be sure to provide a unique table name or risk corrupting a previously used table. Default table is "objects". 
deleteSourceSupported source plugins will delete each source object once it is successfully synced (does not include directories). Use this option with care! Be sure log levels are appropriate to capture transferred (source deleted) objects.
estimationEnabledBy default, the source plugin will query the source storage to crawl and estimate the total amount of data to be transferred.  Use this option to disable estimation (i.e. for performance improvement).
forceSyncForce the write of each object, regardless of its state in the target storage.
ignoreInvalidAclsIf syncing ACL information when syncing objects, ignore any invalid entries (i.e. permissions or identities that don't exist in the target system).
logLevelSets the verbosity of logging (silent|quiet|verbose|debug).  Default is quiet.
monitorPerformanceEnables performance monitoring for reads and writes on any plugin that supports it. 
perfReportSecondsNot tested.  Report upload and download rates for the source and target plugins every <x> seconds to INFO logging. Default is off (0).
recursiveHierarchical storage will sync recursively.
rememberFailedTracks all failed objects and displays a summary of failures when finished
retryAttemptsSpecifies how many times each object should be retried after an error.  Default is 2 retries (total of 3 attempts).
sourceListFilePath to a file that supplies the list of source objects to sync.  This file must be in CSV format, with one object per line and the absolute identifier (full path or key) is the first value in each line. This entire line is available to each plugin as a raw string.
sourceListFileRawValuesWhether to treat the lines in the sourceListFile as raw values (do not do any parsing to remove comments, escapes, or trim white space). Default is false.
syncAclSync ACL information when syncing objects (in supported plugins).
syncDataSync object data.
syncMetadataSync metadata.
syncRetentionExpirationSync retention/expiration information when syncing objects (in supported plugins). The target plugin will *attempt* to replicate retention/expiration
for each object. Works only on plugins that support retention/expiration. If the target is an Atmos cloud, the target policy must enable retention/expiration immediately for this to work.
threadCountSpecifies the number of objects to sync simultaneously. Default is 16.
timingWindowSets the window for timing statistics. Every {timingWindow} objects that are synced, timing statistics are logged and reset.  Default is 10,000 objects.
timingsEnabledEnables operation timings on all plug-ins that support it.
verifyAfter a successful object transfer, the object will be read back from the target system and its MD5 checksum will be compared with that of the source object (generated during transfer). This only compares object data
(metadata is not compared) and does not include directories.
verifyOnlySimilar to verify except that the object transfer is skipped and only read operations are performed (no data is written).

File System Options

This example shows the file system as a source.  It could also be a target.  The filesystem storage type plugin reads and writes to or from a directory.  The example shows typical values, which generally need to change to fit your situation.

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OptionDescription
deleteCheckScriptWhen the deleteSource global option is true, add this option to execute an external script to check whether a file should be deleted. If the process exits with return code zero, the file is safe to delete.
deleteOlderThanWhen the deleteSource global option is true, add this option to only delete files that have been modified more than <delete-age> milliseconds ago.
excluded-pathsA list of regular expressions to search against the full file path. If the path matches, the file will be skipped. Since this is a regular expression, take care to escape special characters.  For example, to exclude all .snapshot directories, the pattern would be .*/\.snapshot. Specify multiple entries by repeating the option or using multiple lines.
followLinksInstead of preserving symbolic links, follow them and sync the actual files.
includeBaseDirBy default, the base directory is not included as part of the sync (only its children are). enable this to sync the base directory.
modifiedSinceOnly look at files that have been modified since the specifiec date/time.  Date/time should be provided in ISO-8601 UTC format (i.e. 2015-01-01T04:30:00Z, which is <yyyy-MM-ddThh:mm:ssZ>).
relativeLinkTargets By default, any symbolic link targets that point to an absolute path within the primary source directory will be changed to a (more portable) relative path.  Set this option false to keep the target path as-is.
storeMetadataWhen used as a target, stores source metadata in a json file, since filesystems have no concept of user metadata.  When used as a source, uses the json file to restore the metadata in the target.
useAbsolutePathWhen true, uses the absolute path to the file when storing it instead of the relative path from the source dir.

Ross (ECS S3) Options

ROSS uses the ECS S3 storage system type.  This example shows ROSS as a destination.  It could also be a target.  The example shows typical values, some of which must be changed for the sync to work, such as accessKey, bucketName, keyPrefix, and secretKey.

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OptionDescription
accessKeyThe S3 access ID for ROSS's S3 API, which is the object user's username in the ECS world.
secretKeyThe S3 access secret for ROSS associated with the object user, which can be copied from the ECS portal by the namespace administrator.
portThe port to use to access ROSS.  Should 9020 if protocol is set to http, or 9021 if the protocol is set to https.
protocolThe protocol to use to access ROSS, either http or https.
bucketThe bucket to write or read objects from.
create-bucketBy default, the target bucket must exist. If true, this option will create the bucket if it does not exists.
enableVHostsSpecifies whether virtual hosted buckets will be used (i.e. bucket name in the hostname instead of in the path) (default is path-style buckets),
keyPrefixSpecifies a string to be prepended to the name generated for the object.  For example, if keyPrefix is set to "prefix/", the source is a file system, and ecs-sync is copying a file with a path "subdir/subdir/filename", then the object name will be "prefix/subdir/subdir/filename".
apacheClientEnabled

Disabling this will use the native Java HTTP protocol handler, which can be faster in some situations, but is buggy

geoPinningEnabledEnables geo-pinning. This will use a standard algorithm to select a consistent VDC for each object key or bucket name, taking into account where the request is made, and where the VDCs that hold the data are.
includeVersionsEnable to transfer all versions of every object. NOTE: this will overwrite all versions of each source key in the target system if any exist!
mpuEnabledEnables multi-part upload (MPU).  Large files will be split into multiple streams and (if possible) sent in parallel.
mpuPartSizeMbSets the part size to use when multipart upload is required (objects over 5GB). Default is 128MB, minimum is 4MB,
mpuThreadCountThe number of threads to use for multipart upload (only applicable for file sources).
mpuThresholdMbSets the size threshold (in MB) when an upload shall become a multipart upload.
preserveDirectoriesIf enabled, directories are stored in S3 as empty objects to preserve empty dirs and metadata from the source.
remoteCopyIf enabled, a remote-copy command is issued instead of streaming the data.  Remote-copy can be much faster than the streaming alternative.  Remote-copy can only be used when the source and target is the same system (e.g. both are on ROSS).
resetInvalidContentTypeWhen set to true (the default), any invalid content-type is reset to the default
(application/octet-stream). Turn this off to fail these objects (ECS does not allow invalid content-types).
smartClientEnabledThe smart client is enabled by default. Use this option to turn it off when using a load balancer (which presumably would perform a function similar to smart client) or a fixed set of nodes.  
socketConnectTimeoutMsSets the connection timeout in milliseconds (default is 15000ms).
socketReadTimeoutMsSets the read timeout in milliseconds (default is 0ms).
urlEncodeKeysEnables URL-encoding of object keys in bucket listings. Use this if a source bucket has illegal XML characters in key names.
vdcsSets which Virtual Data Center and which nodes in that virtual data center that ecs-sync sync will communicate with in carrying out the copying.  The format is "vdc-name(host,..)[,vdc-name(host,..)][,..]",  The smart client capability will load balance across the active nodes, skipping the inactive ones.  We use this in favor of the hosts option.  We use this option above, listing the current UAMS vdc and nodes.
hostThis is an alternative to the vdcs command, where hosts can be comma separated list of host network names, or can be the name of a load balancer. We do not provide an example of how to use the host option, as we prefer the vdcs option.

rclone

Although not as fast nor efficient as ecs-sync, the rclone program (https://rclone.org/) is one of the most versatile tools for accessing object stores such as ROSS.  It includes features for browsing various types of object and cloud storage systems, as well as local files using Posix file system conventions, using commands such as ls (list objects/files in a path), lsd (list directories/containers/buckets in a path), copy, move, delete, etc.  For some object/cloud storage systems, rclone can mount buckets as if they were a network file systems, though with reduced functionality and speed, so that users can use familiar commands to access bucket contents instead of the rclone commands or object API.  But the most popular feature of rclone is the ability to sync a directory tree to a bucket on an object store using a familiar rsync-like syntax.  The rclone site includes documentation on how to install, configure, and use rclone.  The rclone program is licensed under the permissive, open-source MIT license, hence is free to use and distribute.

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