<?xml version="1.0" encoding="UTF-8"?>
<chapter id="user-advanced">
    <title>Advanced Concepts</title>

    <para>
        This chapter discusses some of the more advanced concepts of JGroups with respect to using it and setting it
        up correctly.
    </para>

    <section>
        <title>Using multiple channels</title>

        <para>
            When using a fully virtual synchronous protocol stack, the performance may not be great because of the
            larger number of protocols present. For certain applications, however, throughput is more important than
            ordering, e.g. for video/audio streams or airplane tracking. In the latter case, it is important that
            airplanes are handed over between control domains correctly, but if there are a (small) number of radar
            tracking messages (which determine the exact location of the plane) missing, it is not a problem. The first
            type of messages do not occur very often (typically a number of messages per hour), whereas the second type of
            messages would be sent at a rate of 10-30 messages/second. The same applies for a distributed whiteboard:
            messages that represent a video or audio stream have to be delivered as quick as possible, whereas messages
            that represent figures drawn on the whiteboard, or new participants joining the whiteboard have to be
            delivered according to a certain order.
        </para>

        <para>
            The requirements for such applications can be solved by using two separate channels: one for control messages
            such as group membership, floor control etc and the other one for data messages such as video/audio streams
            (actually one might consider using one channel for audio and one for video). The control channel might use
            virtual synchrony, which is relatively slow, but enforces ordering and retransmission, and the data channel
            might use a simple UDP channel, possibly including a fragmentation layer, but no retransmission layer (losing
            packets is preferred to costly retransmission).
        </para>

    </section>


    <section id="SharedTransport">
        <title>Sharing a transport between multiple channels in a JVM</title>

        <para>
            A transport protocol (UDP, TCP) has all the resources of a stack: the default thread pool, the OOB thread
            pool and the timer thread pool. If we run multiple channels in the same JVM, instead of creating 4
            separate stacks with a separate transport each, we can create the transport protocol as a
            <emphasis>singleton</emphasis> protocol, shared by all 4 stacks.
        </para>

        <para>
            If those transports happen to be the same (all 4 channels use UDP, for example), then we can share them and
            only create 1 instance of UDP. That transport instance is created and started only once; when the first
            channel is created, and is deleted when the last channel is closed.
        </para>

        <para>
            If we have 4 channels inside of a JVM (as is the case in an application server such as JBoss), then we
            have 12 separate thread pools (3 per transport, 4 transports). Sharing the transport reduces this to 3.
        </para>

        <para>
            Each channel created over a shared transport has to join a different cluster. An exception will be thrown
            if a channel sharing a transport tries to connect to a cluster to which another channel over the same
            transport is already connected.
        </para>

        <para>
            This is needed to multiplex and de-multiplex messages between the shared transport and the different stacks
            running over it; when we have 3 channels (C1 connected to "cluster-1", C2 connected to "cluster-2" and C3
            connected to "cluster-3") sending messages over the same shared transport, the cluster name
            with which the channel connected is used to multiplex messages over the shared transport: a header with
            the cluster name ("cluster-1") is added when C1 sends a message.
        </para>

        <para>
            When a message with a header of "cluster-1" is received by the shared transport, it is used to demultiplex
            the message and dispatch it to the right channel (C1 in this example) for processing.
        </para>

        <para>
            How channels can share a single transport is shown in <xref linkend="SharedTransportFig"/>.
        </para>

        <figure id="SharedTransportFig"><title>A shared transport</title>
            <graphic fileref="images/SharedTransport.png" format="PNG" align="center" scale="75" />
        </figure>

        <para>
            Here we see 4 channels which share 2 transports. Note that first 3 channels which share transport
            "tp_one" have the same protocols on top of the shared transport. This is <emphasis>not</emphasis>
            required; the protocols above "tp_one" could be different for each of the 3 channels as long
            as all applications residing on the same shared transport have the same requirements for the transport's
            configuration.
        </para>

        <para>
            The "tp_two" transport is used by the application on the right side.
        </para>

        <para>
            Note that the physical address of a shared channel is the same for all connected channels, so all
            applications sharing the first transport have physical address 192.168.2.5:35181.
        </para>

        <para>
            To use shared transports, all we need to do is to add a property "singleton_name" to the transport
            configuration. All channels with the same singleton name will be shared:
        </para>
        <programlisting language="XML">
&lt;UDP ...
    singleton_name="tp_one" ...
/&gt;
        </programlisting>


        <para>
            All channels using this configuration will now shared transport "tp_one". The channel on the right will
            have a different configuration, with singleton_name="tp_two".
        </para>
    </section>

    <section>
        <title>Transport protocols</title>

        <para>
            A <emphasis>transport protocol</emphasis> refers to the protocol at the bottom of the protocol stack which is
            responsible for sending messages to and receiving messages from the network. There are a number of transport
            protocols in JGroups. They are discussed in the following sections.
        </para>

        <para>
            A typical protocol stack configuration using UDP is:
        </para>

        <programlisting language="XML">
&lt;config xmlns="urn:org:jgroups"
        xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"
        xsi:schemaLocation="urn:org:jgroups http://www.jgroups.org/schema/JGroups-3.0.xsd"&gt;
    &lt;UDP
         mcast_port="${jgroups.udp.mcast_port:45588}"
         tos="8"
         ucast_recv_buf_size="20M"
         ucast_send_buf_size="640K"
         mcast_recv_buf_size="25M"
         mcast_send_buf_size="640K"
         loopback="true"
         discard_incompatible_packets="true"
         max_bundle_size="64K"
         max_bundle_timeout="30"
         ip_ttl="${jgroups.udp.ip_ttl:2}"
         enable_bundling="true"
         enable_diagnostics="true"
         thread_naming_pattern="cl"

         timer_type="new"
         timer.min_threads="4"
         timer.max_threads="10"
         timer.keep_alive_time="3000"
         timer.queue_max_size="500"

         thread_pool.enabled="true"
         thread_pool.min_threads="2"
         thread_pool.max_threads="8"
         thread_pool.keep_alive_time="5000"
         thread_pool.queue_enabled="true"
         thread_pool.queue_max_size="10000"
         thread_pool.rejection_policy="discard"

         oob_thread_pool.enabled="true"
         oob_thread_pool.min_threads="1"
         oob_thread_pool.max_threads="8"
         oob_thread_pool.keep_alive_time="5000"
         oob_thread_pool.queue_enabled="false"
         oob_thread_pool.queue_max_size="100"
         oob_thread_pool.rejection_policy="Run"/&gt;

    &lt;PING timeout="2000"
            num_initial_members="3"/&gt;
    &lt;MERGE2 max_interval="30000"
            min_interval="10000"/&gt;
    &lt;FD_SOCK/&gt;
    &lt;FD_ALL/&gt;
    &lt;VERIFY_SUSPECT timeout="1500"  /&gt;
    &lt;BARRIER /&gt;
    &lt;pbcast.NAKACK use_mcast_xmit="true"
                   retransmit_timeout="300,600,1200"
                   discard_delivered_msgs="true"/&gt;
    &lt;UNICAST timeout="300,600,1200"/&gt;
    &lt;pbcast.STABLE stability_delay="1000" desired_avg_gossip="50000"
                   max_bytes="4M"/&gt;
    &lt;pbcast.GMS print_local_addr="true" join_timeout="3000"
                view_bundling="true"/&gt;
    &lt;UFC max_credits="2M"
         min_threshold="0.4"/&gt;
    &lt;MFC max_credits="2M"
         min_threshold="0.4"/&gt;
    &lt;FRAG2 frag_size="60K"  /&gt;
    &lt;pbcast.STATE_TRANSFER /&gt;
&lt;/config&gt;
        </programlisting>
    

    <para>
        In a nutshell the properties of the protocols are:
    </para>

        <variablelist>
            <varlistentry>
                <term>UDP</term>

                <listitem>
                    <para>
                        This is the transport protocol. It uses IP multicasting to send messages to the entire cluster,
                        or individual nodes. Other transports include TCP and TUNNEL.
                    </para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>PING</term>

                <listitem>
                    <para>
                        This is the discovery protocol. It uses IP multicast (by default) to find initial members.
                        Once found, the current coordinator can be determined and a unicast JOIN request will be sent
                        to it in order to join the cluster.
                    </para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>MERGE2</term>
                <listitem>
                    <para>Will merge sub-clusters back into one cluster, kicks in after a network partition healed.</para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>FD_SOCK</term>
                <listitem>
                    <para>
                        Failure detection based on sockets (in a ring form between members). Generates notification
                        if a member fails
                    </para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>FD / FD_ALL</term>
                <listitem>
                    <para>Failure detection based on heartbeat are-you-alive messages. Generates notification
                        if a member fails</para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>VERIFY_SUSPECT</term>
                <listitem>
                    <para>Double-checks whether a suspected member is really dead,
                        otherwise the suspicion generated from protocol below is discarded</para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>BARRIER</term>
                <listitem>
                    <para>
                        Needed to transfer state; this will block messages that modify the shared state until a
                        digest has been taken, then unblocks all threads. <emphasis>Not needed
                        if no state transfer protocol is present.</emphasis>
                    </para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>pbcast.NAKACK</term>
                <listitem>
                    <para>Ensures (a) message reliability and (b) FIFO. Message
                        reliability guarantees that a message will be received. If not,
                        the receiver(s) will request retransmission. FIFO guarantees that all
                        messages from sender P will be received in the order P sent them</para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>UNICAST</term>
                <listitem>
                    <para>Same as NAKACK for unicast messages: messages from sender P
                        will not be lost (retransmission if necessary) and will be in FIFO
                        order (conceptually the same as TCP in TCP/IP)</para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>pbcast.STABLE</term>
                <listitem>
                    <para>Deletes messages that have been seen by all members (distributed message garbage collection)</para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>pbcast.GMS</term>
                <listitem>
                    <para>Membership protocol. Responsible for joining/leaving members and installing new views.</para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>UFC</term>
                <listitem>
                    <para>
                        Unicast Flow Control. Provides flow control between 2 members.
                    </para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>MFC</term>
                <listitem>
                    <para>
                        Multicast Flow Control. Provides flow control between a sender and all cluster members.
                    </para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>FRAG2</term>
                <listitem>
                    <para>Fragments large messages into smaller ones and reassembles
                        them back at the receiver side. For both multicast and unicast messages</para>
                </listitem>
            </varlistentry>

            <varlistentry>
                <term>STATE_TRANSFER</term>
                <listitem>
                    <para>
                        Ensures that state is correctly transferred from an existing member (usually the coordinator) to a
                        new member.
                    </para>
                </listitem>
            </varlistentry>
        </variablelist>

        <section id="MessageBundling">
            <title>Message bundling</title>

            <para>
                Message bundling is beneficial when sending many small messages; it queues them until they have accumulated
                a certain size, or until a timeout has elapsed. Then, the queued messages are assembled into a larger
                message, and that message is then sent. At the receiver, the large message is disassembled and the
                smaller messages are sent up the stack.
            </para>
            <para>
                When sending many smaller messages, the ratio between payload and message headers might be small; say we
                send a "hello" string: the payload here is 7 bytes, whereas the addresses and headers (depending on the
                stack configuration) might be 30 bytes. However, if we bundle (say) 100 messages, then the payload of
                the large message is 700 bytes, but the header is still 30 bytes. Thus, we're able to send more
                actual data across the wire with one large message than many smaller ones.
            </para>
            <para>
                Message bundling is conceptually similar to TCP's Nagling algorithm.
            </para>
            <para>
                A sample configuration is shown below:
            </para>

            <programlisting language="XML">
&lt;UDP
    enable_bundling="true"
    max_bundle_size="64K"
    max_bundle_timeout="30"
/&gt;
            </programlisting>

            <para>
                Here, bundling is enabled (the default). The max accumulated size is 64'000 bytes and we wait for
                30 ms max. If at time T0, we're sending 10 smaller messages with an accumulated size of 2'000 bytes, but
                then send no more messages, then the timeout will kick in after 30 ms and the messages will get packed
                into a large message M and M will be sent. If we send 1000 messages of 100 bytes each, then - after
                exceeding 64'000 bytes (after ca. 64 messages) - we'll send the large message, and this might have taken
                only 3 ms.
            </para>

            <section id="MessageBundlingAndPerf">
                <title>Message bundling and performance</title>
                <para>
                    While message bundling is good when sending many small messages asynchronously, it can be bad when
                    invoking synchronous RPCs: say we're invoking 10 synchronous (blocking) RPCs across the cluster
                    with an RpcDispatcher (see <xref linkend="RpcDispatcher"/>), and the payload of the marshalled
                    arguments of one call is less than 64K.
                </para>
                <para>
                    Because the RPC is blocking, we'll wait until the call has returned before invoking the next RPC.
                </para>
                <para>
                    For each RPC, the request takes up to 30 ms, and each response will also take up to 30 ms, for a
                    total of 60 ms <emphasis>per call</emphasis>. So the 10 blocking RPCs would take a total of 600 ms !
                </para>
                <para>
                    This is clearly not desirable. However, there's a simple solution: we can use message flags
                    (see <xref linkend="MessageFlags"/>) to override the default bundling behavior in the transport:
                </para>
                <programlisting language="Java">
RpcDispatcher disp;
RequestOptions opts=new RequestOptions(ResponseMode.GET_ALL, 5000)
                        .setFlags(Message.DONT_BUNDLE);
RspList rsp_list=disp.callRemoteMethods(null,
                                        "print",
                                        new Object[]{i},
                                        new Class[]{int.class},
                                        opts);
                </programlisting>
                <para>
                    The <methodname>RequestOptions.setFlags(Message.DONT_BUNDLE)</methodname> call tags the message
                    with the DONT_BUNDLE flag. When the message is to be sent by the transport, it will be sent
                    immediately, regardless of whether bundling is enabled in the transport.
                </para>
                <para>
                    Using the DONT_BUNDLE flag to invoke <methodname>print()</methodname> will take a few milliseconds
                    for 10 blocking RPCs versus 600 ms without the flag.
                </para>

                    <para>
                        An alternative to setting the DONT_BUNDLE flag is to use futures to invoke 10 blocking RPCs:
                    </para>

                    <programlisting language="Java">
List&lt;Future&lt;RspList&gt;&gt; futures=new ArrayList&lt;Future&lt;RspList&gt;&gt;();
for(int i=0; i &lt; 10; i++) {
    Future&lt;RspList&gt; future=disp.callRemoteMethodsWithFuture(...);
    futures.add(future);
}

for(Future&lt;RspList&gt; future: futures) {
    RspList rsp_list=future.get();
    // do something with the response
}
                </programlisting>
                <para>
                    Here we use <methodname>callRemoteMethodsWithFuture()</methodname> which (although the call
                    is blocking!) returns immediately, with a future. After invoking the 10 calls, we then grab the
                    results by fetching them from the futures.
                </para>
                <para>
                    Compared to the few milliseconds above, this will take ca 60 ms (30 for the request and 30 for
                    the responses), but this is still better than the 600 ms we get when not using the DONT_BUNDLE
                    flag. Note that, if the accumulated size of the 10 requests exceeds <literal>max_bundle_size</literal>,
                    the large message would be sent immediately, so this might even be faster than 30 ms for the request.
                </para>
            </section>
        </section>

        <section>
            <title>UDP</title>

            <para>
                UDP uses <emphasis>IP multicast</emphasis> for sending messages to all members of a cluster, and
                <emphasis>UDP datagrams</emphasis> for unicast messages (sent to a single member). When started, it
                opens a unicast and multicast socket: the unicast socket is used to send/receive unicast messages,
                while the multicast socket sends/receives multicast messages. The physical address of the channel will
                be the address and port number of the <emphasis>unicast</emphasis> socket.
            </para>

            <section>
                <title>Using UDP and plain IP multicasting</title>

                <para>
                    A protocol stack with UDP as transport protocol is typically used with clusters whose members run on
                    the same host or are distributed across a LAN. Note that before running instances
                    <emphasis>in different subnets</emphasis>, an admin has to make sure that IP multicast is enabled
                    across subnets. It is often the case that IP multicast is not enabled across subnets.
                    Refer to section <xref linkend="ItDoesntWork"/> for running a test program that determines whether
                    members can reach each other via IP multicast. If this does not work, the protocol stack cannot use
                    UDP with IP multicast as transport. In this case, the stack has to either use UDP without IP
                    multicasting, or use a different transport such as TCP.
                </para>
            </section>

            <section id="IpNoMulticast">
                <title>Using UDP without IP multicasting</title>

                <para>
                    The protocol stack with UDP and PING as the bottom protocols use IP multicasting by default to
                    send messages to all members (UDP) and for discovery of the initial members (PING). However, if
                    multicasting cannot be used, the UDP and PING protocols can be configured to send multiple unicast
                    messages instead of one multicast message
                    <footnote>
                        <para>Although not as efficient (and using more bandwidth), it is sometimes the only possibility
                            to reach group members.
                        </para>
                    </footnote>.
                </para>

                <para>
                    To configure UDP to use multiple unicast messages to send a group message instead of using IP
                    multicasting, the <parameter>ip_mcast</parameter> property has to be set to <literal>false</literal>.
                </para>

                <para>
                    If we disable ip_mcast, we now also have to change the discovery protocol (PING). Because PING
                    requires IP multicasting to be enabled in the transport, we cannot use it. Some of the alternatives
                    are TCPPING (static list of member addresses), TCPGOSSIP (external lookup service), FILE_PING
                    (shared directory), BPING (using broadcasts) or JDBC_PING (using a shared database).
                </para>
                <para>
                    See <xref linkend="DiscoveryProtocols"/> for details on configuration of different discovery
                    protocols.
                </para>

            </section>

        </section>

        <section>
            <title>TCP</title>

            <para>
                TCP is a replacement for UDP as transport in cases where IP multicast cannot be used.
                This may be the case when operating over a WAN, where routers might discard IP multicast packets.
                Usually, UDP is used as transport in LANs, while TCP is used for clusters spanning WANs.
            </para>

            <para>
                The properties for a typical stack based on TCP might look like this (edited for brevity):
            </para>
            <programlisting language="XML">
&lt;TCP bind_port="7800" /&gt;
&lt;TCPPING timeout="3000"
         initial_hosts="${jgroups.tcpping.initial_hosts:HostA[7800],HostB[7801]}"
         port_range="1"
         num_initial_members="3"/&gt;
&lt;VERIFY_SUSPECT timeout="1500"  /&gt;
&lt;pbcast.NAKACK use_mcast_xmit="false"
               retransmit_timeout="300,600,1200,2400,4800"
               discard_delivered_msgs="true"/&gt;
&lt;pbcast.STABLE stability_delay="1000" desired_avg_gossip="50000"
               max_bytes="400000"/&gt;
&lt;pbcast.GMS print_local_addr="true" join_timeout="3000"
               view_bundling="true"/&gt;
            </programlisting>


            <variablelist>
                <varlistentry>
                    <term>TCP</term>

                    <listitem>
                        <para>The transport protocol, uses TCP (from TCP/IP) to send
                            unicast and multicast messages. In the latter case, it sends
                            multiple unicast messages.</para>
                    </listitem>
                </varlistentry>

                <varlistentry>
                    <term>TCPPING</term>

                    <listitem>
                        <para>Discovers the initial membership to determine coordinator.
                            Join request will then be sent to coordinator.</para>
                    </listitem>
                </varlistentry>

                <varlistentry>
                    <term>VERIFY_SUSPECT</term>

                    <listitem>
                        <para>Double checks that a suspected member is really dead</para>
                    </listitem>
                </varlistentry>

                <varlistentry>
                    <term>pbcast.NAKACK</term>

                    <listitem>
                        <para>Reliable and FIFO message delivery</para>
                    </listitem>
                </varlistentry>

                <varlistentry>
                    <term>pbcast.STABLE</term>

                    <listitem>
                        <para>Distributed garbage collection of messages seen by all
                            members</para>
                    </listitem>
                </varlistentry>

                <varlistentry>
                    <term>pbcast.GMS</term>

                    <listitem>
                        <para>Membership services. Takes care of joining and removing
                            new/old members, emits view changes</para>
                    </listitem>
                </varlistentry>
            </variablelist>

            <para>
                When using TCP, each message to all of the cluster members is sent as multiple unicast messages
                (one to each member). Due to the fact that IP multicasting cannot be used to discover the initial
                members, another mechanism has to be used to find the initial membership. There are a number of
                alternatives (see <xref linkend="DiscoveryProtocols"/> for a discussion of all discovery protocols):
            </para>

            <itemizedlist>
                <listitem>
                    <para>
                        TCPPING: uses a list of well-known group members that it solicits for initial membership
                    </para>
                </listitem>

                <listitem>
                    <para>TCPGOSSIP: this requires a GossipRouter (see below), which is an external process, acting
                        as a lookup service. Cluster members register with under their cluster name, and new members
                        query the GossipRouter for initial cluster membership information.
                    </para>
                </listitem>
            </itemizedlist>

            <para>
                The next two section illustrate the use of TCP with both TCPPING and TCPGOSSIP.
            </para>

            <section id="TCPPING">
                <title>Using TCP and TCPPING</title>

                <para>
                    A protocol stack using TCP and TCPPING looks like this (other protocols omitted):
                </para>
                <programlisting language="XML">
&lt;TCP bind_port="7800" /&gt; +
&lt;TCPPING initial_hosts="HostA[7800],HostB[7800]" port_range="2"
         timeout="3000" num_initial_members="3" /&gt;
                </programlisting>


                <para>
                    The concept behind TCPPING is that some selected cluster members assume the role of well-known hosts
                    from which the initial membership information can be retrieved. In the example,
                    <parameter>HostA</parameter> and <parameter>HostB</parameter> are designated members that will be
                    used by TCPPING to lookup the initial membership. The property <parameter>bind_port</parameter>
                    in <classname>TCP</classname> means that each member should try to assign port 7800 for itself.
                    If this is not possible it will try the next higher port (<literal>7801</literal>) and so on, until
                    it finds an unused port.
                </para>

                <para>
                    <classname>TCPPING</classname> will try to contact both <parameter>HostA</parameter> and
                    <parameter>HostB</parameter>, starting at port <literal>7800</literal> and ending at port
                    <literal>7800 + port_range</literal>, in the above example ports <literal>7800</literal> -
                    <literal>7802</literal>. Assuming that at least one of <parameter>HostA</parameter> or
                    <parameter>HostB</parameter> is up, a response will be received. To be absolutely sure to receive
                    a response, it is recommended to add all the hosts on which members of the cluster will be running
                    to the configuration.
                </para>
            </section>

            <section id="TCPGOSSIP">
                <title>Using TCP and TCPGOSSIP</title>

                <para>
                    <classname>TCPGOSSIP</classname> uses one or more GossipRouters to (1) register itself and (2)
                    fetch information about already registered cluster members. A configuration looks like this:
                </para>
                <programlisting language="XML">
&lt;TCP /&gt;
&lt;TCPGOSSIP initial_hosts="HostA[5555],HostB[5555]" num_initial_members="3" /&gt;
                </programlisting>

                <para>
                    The <parameter>initial_hosts</parameter> property is a comma-delimited list of GossipRouters.
                    In the example there are two GossipRouters on HostA and HostB, at port <literal>5555</literal>.
                </para>

                <para>
                    A member always registers with all GossipRouters listed, but fetches information from the first
                    available GossipRouter. If a GossipRouter cannot be accessed, it will be marked as failed and removed
                    from the list. A task is then started, which tries to periodically reconnect to the failed process.
                    On reconnection, the failed GossipRouter is marked as OK, and re-inserted into the list.
                </para>

                <para>
                    The advantage of having multiple GossipRouters is that, as long as at least one is running,
                    new members will always be able to retrieve the initial membership.
                </para>
                
                <para>
                    Note that the GossipRouter should be started before any of the members.
                </para>

            </section>
        </section>

        <section id="TUNNEL_Advanced">
            <title>TUNNEL</title>


            <para>
                Firewalls are usually placed at the connection to the internet. They shield local networks from outside
                attacks by screening incoming traffic and rejecting connection attempts to host inside the firewalls by
                outside machines. Most firewall systems allow hosts inside the firewall to connect to hosts outside it
                (outgoing traffic), however, incoming traffic is most often disabled entirely.
            </para>

            <para>
                <emphasis>Tunnels</emphasis> are host protocols which encapsulate other protocols by multiplexing them
                at one end and demultiplexing them at the other end. Any protocol can be tunneled by a tunnel protocol.
            </para>

            <para>
                The most restrictive setups of firewalls usually disable <emphasis>all</emphasis> incoming traffic, and
                only enable a few selected ports for outgoing traffic. In the solution below, it is
                assumed that one TCP port is enabled for outgoing connections to the GossipRouter.
            </para>

            <para>
                JGroups has a mechanism that allows a programmer to tunnel a firewall. The solution involves a
                GossipRouter, which has to be outside of the firewall, so other members (possibly also behind firewalls)
                can access it.
            </para>

            <para>
                The solution works as follows. A channel inside a firewall has to use protocol TUNNEL instead of UDP or
                TCP as transport. The recommended discovery protocol is PING. Here's a configuration:
            </para>

            <programlisting language="XML">
&lt;TUNNEL gossip_router_hosts="HostA[12001]" /&gt;
&lt;PING /&gt;
            </programlisting>

            <para>
                <classname>TUNNEL</classname> uses a GossipRouter (outside the firewall) running on HostA at port
                <literal>12001</literal> for tunneling. Note that it is not recommended to use TCPGOSSIP for discovery if
                TUNNEL is used (use PING instead). TUNNEL accepts one or multiple GossipRouters tor tunneling;
                they can be listed as a comma delimited list of host[port] elements specified in property
                gossip_router_hosts.
            </para>

            <para>
                <classname>TUNNEL</classname> establishes a TCP connection to the <emphasis>GossipRouter</emphasis>
                process (outside the firewall) that accepts messages from members and passes them on to other
                members. This connection is initiated by the host inside the firewall and persists as long as the channel
                is connected to a group. A GossipRouter will use the <emphasis>same connection</emphasis>
                to send incoming messages to the channel that initiated the connection. This is perfectly legal, as TCP
                connections are fully duplex. Note that, if GossipRouter tried to establish its own TCP connection to the
                channel behind the firewall, it would fail. But it is okay to reuse the existing TCP connection,
                established by the channel.
            </para>

            <para>
                Note that <classname>TUNNEL</classname> has to be given the hostname and port of the GossipRouter process.
                This example assumes a GossipRouter is running on HostA at port<literal>12001</literal>.
                TUNNEL accepts one or multiple router hosts as a comma delimited list of host[port] elements specified in
                property gossip_router_hosts.
            </para>

            <para>
                Any time a message has to be sent, TUNNEL forwards the message to GossipRouter, which distributes it to
                its destination: if the message's destination field is null (send to all group members), then GossipRouter
                looks up the members that belong to that group and forwards the message to all of them via the TCP
                connections they established when connecting to GossipRouter. If the destination is a valid member address,
                then that member's TCP connection is looked up, and the message is forwarded to it
                <footnote>
                    <para>To do so, GossipRouter maintains a mapping between cluster names and member addresses, and TCP
                        connections.
                    </para>
                </footnote>
                .
            </para>

            <para>
                A GossipRouter is not a single point of failure. In a setup with multiple gossip routers, the routers do
                not communicate among themselves, and a single point of failure is avoided by having each channel simply
                connect to multiple available routers. In case one or more routers go down, the cluster members are still
                able to exchange messages through any of the remaining available router instances, if there are any.
            </para>

            <para>
                For each send invocation, a channel goes through a list of available connections to routers and attempts
                to send the message on each connection until it succeeds. If a message can not be sent on any of the
                connections, an exception is raised. The default policy for connection selection is random. However, we
                provide an plug-in interface for other policies as well.
            </para>
          
            <para>
                The GossipRouter configuration is static and is not updated for the lifetime of the channel. A list of
                available routers has to be provided in the channel's configuration file.
            </para>


            <para>
                To tunnel a firewall using JGroups, the following steps have to be taken:
            </para>

            <orderedlist>
                <listitem>
                    <para>Check that a TCP port (e.g. 12001) is enabled in the firewall for outgoing traffic</para>
                </listitem>

                <listitem>
                    <para>Start the GossipRouter:
                        <screen>java org.jgroups.stack.GossipRouter -port 12001</screen>
                    </para>
                </listitem>


                <listitem>
                    <para>Configure the TUNNEL protocol layer as instructed above.</para>
                </listitem>

                <listitem>
                    <para>Create a channel</para>
                </listitem>
            </orderedlist>

            <para>The general setup is shown in
                <xref linkend="TunnelingFig"/>
                .
            </para>

            <figure id="TunnelingFig">
                <title>Tunneling a firewall</title>

                <mediaobject>
                    <imageobject>
                        <imagedata align="center" fileref="images/Tunneling.png"/>
                    </imageobject>

                    <textobject>
                        <phrase>A diagram representing tunneling a firewall.</phrase>
                    </textobject>
                </mediaobject>
            </figure>

            <para>
                First, the GossipRouter process is created on host B. Note that host B should be outside the firewall,
                and all channels in the same group should use the same GossipRouter process. When a channel on host A is
                created, its <classname>TCPGOSSIP</classname>
                protocol will register its address with the GossipRouter and retrieve the initial membership (assume this
                is C). Now, a TCP connection with the GossipRouter is established by A; this will persist until A crashes
                or voluntarily leaves the group. When A multicasts a message to the cluster, GossipRouter looks up all cluster
                members (in this case, A and C) and forwards the message to all members, using their TCP connections. In
                the example, A would receive its own copy of the multicast message it sent, and another copy would be sent
                to C.
            </para>

            <para>
                This scheme allows for example
                <emphasis>Java applets</emphasis>
                , which are only allowed to connect back to the host from which they were downloaded, to use JGroups: the
                HTTP server would be located on host B and the gossip and GossipRouter daemon would also run on that host.
                An applet downloaded to either A or C would be allowed to make a TCP connection to B. Also, applications
                behind a firewall would be able to talk to each other, joining a group.
            </para>

            <para>However, there are several drawbacks: first, having to maintain a TCP connection for the duration of the
                connection might use up resources in the host system (e.g. in the GossipRouter), leading to scalability
                problems, second, this scheme is inappropriate when only a few channels are located behind firewalls, and
                the vast majority can indeed use IP multicast to communicate, and finally, it is not always possible to
                enable outgoing traffic on 2 ports in a firewall, e.g. when a user does not 'own' the firewall.
            </para>

        </section>
    </section>


    <section id="ConcurrentStack">
        <title>The concurrent stack</title>

        <para>
            The concurrent stack (introduced in 2.5) provides a number of improvements over previous releases,
            which has some deficiencies:
            <itemizedlist>
                <listitem>
                    Large number of threads: each protocol had by default 2 threads, one for the up and one for the
                    down queue. They could be disabled per protocol by setting up_thread or down_thread to false.
                    In the new model, these threads have been removed.
                </listitem>
                <listitem>
                    Sequential delivery of messages: JGroups used to have a single queue for incoming messages,
                    processed by one thread. Therefore, messages from different senders were still processed in
                    FIFO order. In 2.5 these messages can be processed in parallel.
                </listitem>
                <listitem>
                    Out-of-band messages: when an application doesn't care about the ordering properties of a message,
                    the OOB flag can be set and JGroups will deliver this particular message without regard for any
                    ordering.
                </listitem>
            </itemizedlist>
        </para>

        <section>
            <title>Overview</title>

            <para>
                The architecture of the concurrent stack is shown in <xref linkend="ConcurrentStackFig"/>. The changes
                were made entirely inside of the transport protocol (TP, with subclasses UDP, TCP and TCP_NIO). Therefore,
                to configure the concurrent stack, the user has to modify the config for (e.g.) UDP in the XML file.
            </para>

            <para>
                <figure id="ConcurrentStackFig"><title>The concurrent stack</title>
                    <graphic fileref="images/ConcurrentStack.png" format="PNG" align="left" scale="75"/>
                </figure>
            </para>
            <para>
                
            </para>

            <para>
                The concurrent stack consists of 2 thread pools (java.util.concurrent.Executor): the out-of-band (OOB)
                thread pool and the regular thread pool. Packets are received by multicast or unicast receiver threads
                (UDP) or a ConnectionTable (TCP, TCP_NIO). Packets marked as OOB (with Message.setFlag(Message.OOB)) are
                dispatched to the OOB thread pool, and all other packets are dispatched to the regular thread pool.
            </para>

            <para>
                When a thread pool is disabled, then we use the thread of the caller (e.g. multicast or unicast
                receiver threads or the ConnectionTable) to send the message up the stack and into the application.
                Otherwise, the packet will be processed by a thread from the thread pool, which sends the message up
                the stack. When all current threads are busy, another thread might be created, up to the maximum number
                of threads defined. Alternatively, the packet might get queued up until a thread becomes available.
            </para>

            <para>
                The point of using a thread pool is that the receiver threads should only receive the packets and forward
                them to the thread pools for processing, because unmarshalling and processing is slower than simply
                receiving the message and can benefit from parallelization.
            </para>


            <section>
                <title>Configuration</title>

                <para>Note that this is preliminary and names or properties might change</para>

                <para>
                    We are thinking of exposing the thread pools programmatically, meaning that a developer might be able to set both
                    threads pools programmatically, e.g. using something like TP.setOOBThreadPool(Executor executor).
                </para>

                <para>
                    Here's an example of the new configuration:
                </para>

                <programlisting language="XML">
&lt;UDP
    thread_naming_pattern="cl"

    thread_pool.enabled="true"
    thread_pool.min_threads="1"
    thread_pool.max_threads="100"
    thread_pool.keep_alive_time="20000"
    thread_pool.queue_enabled="false"
    thread_pool.queue_max_size="10"
    thread_pool.rejection_policy="Run"

    oob_thread_pool.enabled="true"
    oob_thread_pool.min_threads="1"
    oob_thread_pool.max_threads="4"
    oob_thread_pool.keep_alive_time="30000"
    oob_thread_pool.queue_enabled="true"
    oob_thread_pool.queue_max_size="10"
    oob_thread_pool.rejection_policy="Run"/&gt;
                </programlisting>



                <para>
                    The attributes for the 2 thread pools are prefixed with thread_pool and oob_thread_pool respectively.
                </para>

                <para>
                    The attributes are listed below. The roughly correspond to the options of a
                    java.util.concurrent.ThreadPoolExecutor in JDK 5.
                    <table>
                        <title>Attributes of thread pools</title>

                        <tgroup cols="2">
                            <colspec align="left" />

                            <thead>
                                <row>
                                    <entry align="center">Name</entry>
                                    <entry align="center">Description</entry>
                                </row>
                            </thead>

                            <tbody>
                                <row>
                                    <entry>thread_naming_pattern</entry>
                                    <entry>Determines how threads are named that are running from thread pools in
                                    concurrent stack. Valid values include any combination of "cl" letters, where
                                    "c" includes the cluster name and "l" includes local address of the channel.
                                        The default is "cl"
                                    </entry>
                                </row>
                                <row>
                                    <entry>enabled</entry>
                                    <entry>Whether of not to use a thread pool. If set to false, the caller's thread
                                    is used.</entry>
                                </row>

                                <row>
                                    <entry>min_threads</entry>
                                    <entry>The minimum number of threads to use.</entry>
                                </row>
                                <row>
                                    <entry>max_threads</entry>
                                    <entry>The maximum number of threads to use.</entry>
                                </row>
                                <row>
                                    <entry>keep_alive_time</entry>
                                    <entry>Number of milliseconds until an idle thread is placed back into the pool</entry>
                                </row>
                                <row>
                                    <entry>queue_enabled</entry>
                                    <entry>Whether of not to use a (bounded) queue. If enabled, when all minimum
                                    threads are busy, work items are added to the queue. When the queue is full,
                                    additional threads are created, up to max_threads. When max_threads have been
                                    reached (and the queue is full), the rejection policy is consulted.</entry>
                                </row>
                                <row>
                                    <entry>max_size</entry>
                                    <entry>The maximum number of elements in the queue. Ignored if the queue is
                                    disabled</entry>
                                </row>
                                <row>
                                    <entry>rejection_policy</entry>
                                    <entry>Determines what happens when the thread pool (and queue, if enabled) is
                                    full. The default is to run on the caller's thread. "Abort" throws an runtime
                                    exception. "Discard" discards the message, "DiscardOldest" discards the
                                    oldest entry in the queue. Note that these values might change, for example a
                                    "Wait" value might get added in the future.</entry>
                                </row>
                            </tbody>
                        </tgroup>
                    </table>
                </para>
            </section>

        </section>

        <section>
            <title>Elimination of up and down threads</title>

            <para>
                By removing the 2 queues/protocol and the associated 2 threads, we effectively reduce the number of
                threads needed to handle a message, and thus context switching overhead. We also get clear and unambiguous
                semantics for Channel.send(): now, all messages are sent down the stack on the caller's thread and
                the send() call only returns once the message has been put on the network. In addition, an exception will
                only be propagated back to the caller if the message has not yet been placed in a retransmit buffer.
                Otherwise, JGroups simply logs the error message but keeps retransmitting the message. Therefore,
                if the caller gets an exception, the message should be re-sent.
            </para>
            <para>
                On the receiving side, a message is handled by a thread pool, either the regular or OOB thread pool. Both
                thread pools can be completely eliminated, so that we can save even more threads and thus further
                reduce context switching. The point is that the developer is now able to control the threading behavior
                almost completely.
            </para>
        </section>

        <section>
            <title>Concurrent message delivery</title>
            <para>
                Up to version 2.5, all messages received were processed by a single thread, even if the messages were
                sent by different senders. For instance, if sender A sent messages 1,2 and 3, and B sent message 34 and 45,
                and if A's messages were all received first, then B's messages 34 and 35 could only be processed after
                messages 1-3 from A were processed !
            </para>
            <para>
                Now, we can process messages from different senders in parallel, e.g. messages 1, 2 and 3 from A can be
                processed by one thread from the thread pool and messages 34 and 35 from B can be processed on a different
                thread.
            </para>
            <para>
                As a result, we get a speedup of almost N for a cluster of N if every node is sending messages and we
                configure the thread pool to have at least N threads. There is actually a unit test
                (ConcurrentStackTest.java) which demonstrates this.
            </para>
        </section>

        <section id="Scopes">
            <title>Scopes: concurrent message delivery for messages from the same sender</title>
            <para>
                In the previous paragraph, we showed how the concurrent stack delivers messages from different senders
                concurrently. But all (non-OOB) messages from the same sender P are delivered in the order in which
                P sent them. However, this is not good enough for certain types of applications.
            </para>
            <para>
                Consider the case of an application which replicates HTTP sessions. If we have sessions X, Y and Z, then
                updates to these sessions are delivered in the order in which there were performed, e.g. X1, X2, X3,
                Y1, Z1, Z2, Z3, Y2, Y3, X4. This means that update Y1 has to wait until updates X1-3 have been delivered.
                If these updates take some time, e.g. spent in lock acquisition or deserialization, then all subsequent
                messages are delayed by the sum of the times taken by the messages ahead of them in the delivery order.
            </para>
            <para>
                However, in most cases, updates to different web sessions should be completely unrelated, so they could
                be delivered concurrently. For instance, a modification to session X should not have any effect on
                session Y, therefore updates to X, Y and Z can be delivered concurrently.
            </para>
            <para>
                One solution to this is out-of-band (OOB) messages (see next paragraph). However, OOB messages do not
                guarantee ordering, so updates X1-3 could be delivered as X1, X3, X2. If this is not wanted, but
                messages pertaining to a given web session should all be delivered concurrently between sessions, but
                ordered <emphasis>within</emphasis> a given session, then we can resort to <emphasis>scoped messages</emphasis>.
            </para>
            <para>
                Scoped messages apply only to <emphasis>regular</emphasis> (non-OOB) messages, and are delivered
                concurrently between scopes, but ordered within a given scope. For example, if we used the sessions above
                (e.g. the jsessionid) as scopes, then the delivery could be as follows ('->' means sequential, '||' means concurrent):
                <screen>X1 -> X2 -> X3 -> X4 || Y1 -> Y2 -> Y3 || Z1 -> Z2 -> Z3</screen>
                This means that all updates to X are delivered in parallel to updates to Y and updates to Z. However, within
                a given scope, updates are delivered in the order in which they were performed, so X1 is delivered before
                X2, which is deliverd before X3 and so on.
            </para>
            <para>
                Taking the above example, using scoped messages, update Y1 does <emphasis>not</emphasis> have to wait for
                updates X1-3 to complete, but is processed immediately.
            </para>
            <para>
                To set the scope of a message, use method Message.setScope(short).
            </para>
            <para>
                Scopes are implemented in a separate protocol called <xref linkend="SCOPE"/>. This protocol
                has to be placed somewhere above ordering protocols like UNICAST or NAKACK (or SEQUENCER for that matter).
            </para>

            <note>
                <title>Uniqueness of scopes</title>
                <para>
                    Note that scopes should be <emphasis>as unique as possible</emphasis>. Compare this to hashing: the fewer collisions
                    there are, the better the concurrency will be. So, if for example, two web sessions pick the same
                    scope, then updates to those sessions will be delivered in the order in which they were sent, and
                    not concurrently. While this doesn't cause erraneous behavior, it defies the purpose of SCOPE.
                </para>
                <para>
                    Also note that, if multicast and unicast messages have the same scope, they will be delivered
                    in sequence. So if A multicasts messages to the group with scope 25, and A also unicasts messages
                    to B with scope 25, then A's multicasts and unicasts will be delivered in order at B ! Again,
                    this is correct, but since multicasts and unicasts are unrelated, might slow down things !
                </para>
            </note>
        </section>

        <section id="OOB">
            <title>Out-of-band messages</title>
            <para>
                OOB messages completely ignore any ordering constraints the stack might have. Any message marked as OOB
                will be processed by the OOB thread pool. This is necessary in cases where we don't want the message
                processing to wait until all other messages from the same sender have been processed, e.g. in the
                heartbeat case: if sender P sends 5 messages and then a response to a heartbeat request received from
                some other node, then the time taken to process P's 5 messages might take longer than the heartbeat
                timeout, so that P might get falsely suspected ! However, if the heartbeat response is marked as OOB,
                then it will get processed by the OOB thread pool and therefore might be concurrent to its previously
                sent 5 messages and not trigger a false suspicion.
            </para>
            <para>
                The 2 unit tests UNICAST_OOB_Test and NAKACK_OOB_Test demonstrate how OOB messages influence the ordering,
                for both unicast and multicast messages.
            </para>
        </section>


        <section>
            <title>Replacing the default and OOB thread pools</title>
            <para>
                In 2.7, there are 3 thread pools and 4 thread factories in TP:
                <table>
                    <title>Thread pools and factories in TP</title>

                    <tgroup cols="2">
                        <colspec align="left" />

                        <thead>
                            <row>
                                <entry align="center">Name</entry>
                                <entry align="center">Description</entry>
                            </row>
                        </thead>

                        <tbody>
                            <row>
                                <entry>Default thread pool</entry>
                                <entry>This is the pool for handling incoming messages. It can be fetched using
                                    getDefaultThreadPool() and replaced using setDefaultThreadPool(). When setting a
                                    thread pool, the old thread pool (if any) will be shutdown and all of it tasks
                                    cancelled first
                                </entry>
                            </row>
                            <row>
                                <entry>OOB thread pool</entry>
                                <entry>This is the pool for handling incoming OOB messages. Methods to get and set
                                    it are getOOBThreadPool() and setOOBThreadPool()</entry>
                            </row>

                            <row>
                                <entry>Timer thread pool</entry>
                                <entry>This is the thread pool for the timer. The max number of threads is set through
                                the timer.num_threads property. The timer thread pool cannot be set, it can only
                                be retrieved using getTimer(). However, the thread factory of the timer
                                can be replaced (see below)</entry>
                            </row>

                            <row>
                                <entry>Default thread factory</entry>
                                <entry>This is the thread factory (org.jgroups.util.ThreadFactory) of the default
                                    thread pool, which handles incoming messages. A thread pool factory is used to
                                    name threads and possibly make them daemons.
                                    It can be accessed using
                                    getDefaultThreadPoolThreadFactory() and setDefaultThreadPoolThreadFactory()</entry>
                            </row>

                            <row>
                                <entry>OOB thread factory</entry>
                                <entry>This is the thread factory for the OOB thread pool. It can be retrieved
                                using getOOBThreadPoolThreadFactory() and set using method
                                setOOBThreadPoolThreadFactory()</entry>
                            </row>

                            <row>
                                <entry>Timer thread factory</entry>
                                <entry>This is the thread factory for the timer thread pool. It can be accessed
                                using getTimerThreadFactory() and setTimerThreadFactory()</entry>
                            </row>

                            <row>
                                <entry>Global thread factory</entry>
                                <entry>The global thread factory can get used (e.g. by protocols) to create threads
                                which don't live in the transport, e.g. the FD_SOCK server socket handler thread.
                                Each protocol has a method getTransport(). Once the TP is obtained, getThreadFactory()
                                can be called to get the global thread factory. The global thread factory
                                can be replaced with setThreadFactory()</entry>
                            </row>
                        </tbody>
                    </tgroup>
                </table>

            </para>
            <note>
                <para>
                    Note that thread pools and factories should be replaced after a channel has been created and
                    before it is connected (<methodname>JChannel.connect()</methodname>).
                </para>
            </note>
        </section>


        <section>
            <title>Sharing of thread pools between channels in the same JVM</title>
            <para>
                In 2.7, the default and OOB thread pools can be shared between instances running inside the same JVM. The
                advantage here is that multiple channels running within the same JVM can pool (and therefore save) threads.
                The disadvantage is that thread naming will not show to which channel instance an incoming thread
                belongs to.
            </para>
            <para>
                Note that we can not just shared thread pools between JChannels within the same JVM, but we can also
                share entire transports. For details see <xref linkend="SharedTransport">this section</xref>.
            </para>
        </section>



    </section>


    <section>
        <title>Using a custom socket factory</title>
        <para>
            JGroups creates all of its sockets through a SocketFactory, which is located in the transport (TP) or
            TP.ProtocolAdapter (in a shared transport). The factory has methods to create sockets (Socket,
            ServerSocket, DatagramSocket and MulticastSocket)
            <footnote>
                <para>
                    Currently, SocketFactory does not support creation of NIO sockets / channels.
                </para>
            </footnote>,
            closen sockets and list all open sockets. Every socket creation method has a service name, which could
            be for example "jgroups.fd_sock.srv_sock". The service name is used to look up a port (e.g. in a config
            file) and create the correct socket.
        </para>
        <para>
            To provide one's own socket factory, the following has to be done: if we have a non-shared transport,
            the code below creates a SocketFactory implementation and sets it in the transport:
        </para>
        <programlisting language="Java">
JChannel ch;
MySocketFactory factory; // e.g. extends DefaultSocketFactory
ch=new JChannel("config.xml");
ch.setSocketFactory(new MySocketFactory());
ch.connect("demo");
        </programlisting>

        <para>
            If a shared transport is used, then we have to set 2 socket factories: 1 in the shared transport and
            one in the TP.ProtocolAdapter:
        </para>
        <programlisting language="Java">
JChannel c1=new JChannel("config.xml"), c2=new JChannel("config.xml");

TP transport=c1.getProtocolStack().getTransport();
transport.setSocketFactory(new MySocketFactory("transport"));

c1.setSocketFactory(new MySocketFactory("first-cluster"));
c2.setSocketFactory(new MySocketFactory("second-cluster"));

c1.connect("first-cluster");
c2.connect("second-cluster");
        </programlisting>

        <para>
            First, we grab one of the channels to fetch the transport and set a SocketFactory in it. Then we
            set one SocketFactory per channel that resides on the shared transport. When JChannel.connect() is
            called, the SocketFactory will be set in TP.ProtocolAdapter.
        </para>

    </section>

    <section id="HandlingNetworkPartitions">
        <title>Handling network partitions</title>

        <para>
            Network partitions can be caused by switch, router or network interface crashes, among other things. If we
            have a cluster {A,B,C,D,E} spread across 2 subnets {A,B,C} and {D,E} and the switch to which D and E are
            connected crashes, then we end up with a network partition, with subclusters {A,B,C} and {D,E}.
        </para>
        <para>
            A, B and C can ping each other, but not D or E, and vice versa. We now have 2 coordinators, A and D. Both
            subclusters operate independently, for example, if we maintain a shared state, subcluster {A,B,C} replicate
            changes to A, B and C.
        </para>
        <para>
            This means, that if during the partition, some clients access {A,B,C}, and others {D,E}, then we end up
            with different states in both subclusters. When a partition heals, the merge protocol (e.g. MERGE2) will
            notify A and D that there were 2 subclusters and merge them back into {A,B,C,D,E}, with A being the new
            coordinator and D ceasing to be coordinator.
        </para>
        <para>
            The question is what happens with the 2 diverged substates ?
        </para>
        <para>
            There are 2 solutions to merging substates: first we can attempt to create a new state from the 2 substates,
            and secondly we can shut down all members of the <emphasis>non primary partition</emphasis>, such that they
            have to re-join and possibly reacquire the state from a member in the primary partition.
        </para>
        <para>
            In both cases, the application has to handle a MergeView (subclass of View), as shown in the code below:
        </para>
        <programlisting language="Java">
public void viewAccepted(View view) {
    if(view instanceof MergeView) {
        MergeView tmp=(MergeView)view;
        Vector&lt;View&gt; subgroups=tmp.getSubgroups();
        // merge state or determine primary partition
        // run in a separate thread !
    }
}
        </programlisting>

        <para>
            It is essential that the merge view handling code run on a separate thread if it needs more than a few
            milliseconds, or else it would block the calling thread.
        </para>
        <para>
            The MergeView contains a list of views, each view represents a subgroups and has the list of members which
            formed this group.
        </para>

        <section>
            <title>Merging substates</title>
            <para>
                The application has to merge the substates from the various subgroups ({A,B,C} and {D,E}) back into one
                single state for {A,B,C,D,E}. This task <emphasis>has</emphasis> to be done by the application because
                JGroups knows nothing about the application state, other than it is a byte buffer.
            </para>
            <para>
                If the in-memory state is backed by a database, then the solution is easy: simply discard the in-memory
                state and fetch it (eagerly or lazily) from the DB again. This of course assumes that the members of
                the 2 subgroups were able to write their changes to the DB. However, this is often not the case, as
                connectivity to the DB might have been severed by the network partition.
            </para>
            <para>
                Another solution could involve tagging the state with time stamps. On merging, we could compare the
                time stamps for the substates and let the substate with the more recent time stamps win.
            </para>
            <para>
                Yet another solution could increase a counter for a state each time the state has been modified. The state
                with the highest counter wins.
            </para>
            <para>
                Again, the merging of state can only be done by the application. Whatever algorithm is picked to merge
                state, it has to be deterministic.
            </para>
        </section>

        <section>
            <title>The primary partition approach</title>
        </section>
        <para>
            The primary partition approach is simple: on merging, one subgroup is designated as the
            <emphasis>primary partition</emphasis> and all others as non-primary partitions. The members in the primary
            partition don't do anything, whereas the members in the non-primary partitions need to drop their state and
            re-initialize their state from fresh state obtained from a member of the primary partition.
        </para>
        <para>
            The code to find the primary partition needs to be deterministic, so that all members pick the <emphasis>
            same</emphasis> primary partition. This could be for example the first view in the MergeView, or we could
            sort all members of the new MergeView and pick the subgroup which contained the new coordinator (the one
            from the consolidated MergeView). Another possible solution could be to pick the largest subgroup, and, if
            there is a tie, sort the tied views lexicographically (all Addresses have a compareTo() method) and pick the
            subgroup with the lowest ranked member.
        </para>
        <para>
            Here's code which picks as primary partition the first view in the MergeView, then re-acquires the state from
            the <emphasis>new</emphasis> coordinator of the combined view:
        </para>
        <programlisting language="Java">
public static void main(String[] args) throws Exception {
    final JChannel ch=new JChannel("/home/bela/udp.xml");
    ch.setReceiver(new ExtendedReceiverAdapter() {
        public void viewAccepted(View new_view) {
            handleView(ch, new_view);
        }
    });
    ch.connect("x");
    while(ch.isConnected())
        Util.sleep(5000);
    }

    private static void handleView(JChannel ch, View new_view) {
        if(new_view instanceof MergeView) {
            ViewHandler handler=new ViewHandler(ch, (MergeView)new_view);
            // requires separate thread as we don't want to block JGroups
            handler.start();
        }
    }

    private static class ViewHandler extends Thread {
        JChannel ch;
        MergeView view;

        private ViewHandler(JChannel ch, MergeView view) {
            this.ch=ch;
            this.view=view;
        }

        public void run() {
            Vector&lt;View&gt; subgroups=view.getSubgroups();
            View tmp_view=subgroups.firstElement(); // picks the first
            Address local_addr=ch.getLocalAddress();
            if(!tmp_view.getMembers().contains(local_addr)) {
                System.out.println("Not member of the new primary partition ("
                                   + tmp_view + "), will re-acquire the state");
                try {
                    ch.getState(null, 30000);
                }
                catch(Exception ex) {
                }
            }
            else {
                System.out.println("Not member of the new primary partition ("
                                   + tmp_view + "), will do nothing");
            }
        }
}
        </programlisting>

        <para>
            The handleView() method is called from viewAccepted(), which is called whenever there is a new view. It spawns
            a new thread which gets the subgroups from the MergeView, and picks the first subgroup to be the primary
            partition. Then, if it was a member of the primary partition, it does nothing, and if not, it reaqcuires
            the state from the coordinator of the primary partition (A).
        </para>
        <para>
            The downside to the primary partition approach is that work (= state changes) on the non-primary partition
            is discarded on merging. However, that's only problematic if the data was purely in-memory data, and not
            backed by persistent storage. If the latter's the case, use state merging discussed above.
        </para>
        <para>
            It would be simpler to shut down the non-primary partition as soon as the network partition is detected, but
            that a non trivial problem, as we don't know whether {D,E} simply crashed, or whether they're still alive,
            but were partitioned away by the crash of a switch. This is called a <emphasis>split brain syndrome</emphasis>,
            and means that none of the members has enough information to determine whether it is in the primary or
            non-primary partition, by simply exchanging messages.
        </para>

        <section>
            <title>The Split Brain syndrome and primary partitions</title>
            <para>
                In certain situations, we can avoid having multiple subgroups where every subgroup is able to make
                progress, and on merging having to discard state of the non-primary partitions.
            </para>
            <para>
                If we have a fixed membership, e.g. the cluster always consists of 5 nodes, then we can run code on
                a view reception that determines the primary partition. This code
                <itemizedlist>
                    <listitem>assumes that the primary partition has to have at least 3 nodes</listitem>
                    <listitem>any cluster which has less than 3 nodes doesn't accept modfications. This could be done for
                        shared state for example, by simply making the {D,E} partition read-only. Clients can access the
                        {D,E} partition and read state, but not modify it.
                    </listitem>
                    <listitem>
                        As an alternative, clusters without at least 3 members could shut down, so in this case D and
                        E would leave the cluster.
                    </listitem>
                </itemizedlist>
            </para>
            <para>
                The algorithm is shown in pseudo code below:
                <screen>
On initialization:
    - Mark the node as read-only
                    
On view change V:
    - If V has >= N members:
        - If not read-write: get state from coord and switch to read-write
    - Else: switch to read-only
                </screen>
            </para>
            <para>
                Of course, the above mechanism requires that at least 3 nodes are up at any given time, so upgrades have
                to be done in a staggered way, taking only one node down at a time. In the worst case, however, this
                mechanism leaves the cluster read-only and notifies a system admin, who can fix the issue. This is still
                better than shutting the entire cluster down. 
            </para>
        </section>

    </section>


    <section id="Flushing">
        <title>Flushing: making sure every node in the cluster received a message</title>

        When sending messages, the properties of the default stacks (udp.xml, tcp.xml) are that all messages are delivered
        reliably to all (non-crashed) members. However, there are no guarantees with respect to the view in which a message
        will get delivered. For example, when a member A with view V1={A,B,C} multicasts message M1 to the group and D joins
        at about the same time, then D may or may not receive M1, and there is no guarantee that A, B and C receive M1 in
        V1 or V2={A,B,C,D}.

        <para>
            To change this, we can turn on virtual synchrony (by adding FLUSH to the top of the stack), which guarantees that
            <itemizedlist>
                <listitem>
                    A message M sent in V1 will be delivered in V1. So, in the example above, M1 would get delivered in
                    view V1; by A, B and C, but not by D.
                </listitem>

                <listitem>
                    The set of messages seen by members in V1 is the same for all members before a new view V2 is installed.
                    This is important, as it ensures that all members in a given view see the same messages. For example,
                    in a group {A,B,C}, C sends 5 messages. A receives all 5 messages, but B doesn't. Now C crashes before
                    it can retransmit the messages to B. FLUSH will now ensure, that before installing V2={A,B} (excluding
                    C), B gets C's 5 messages. This is done through the flush protocol, which has all members reconcile
                    their messages before a new view is installed. In this case, A will send C's 5 messages to B.
                </listitem>
            </itemizedlist>
        </para>

        <para>
            Sometimes it is important to know that every node in the cluster received all messages up to a certain point,
            even if there is no new view being installed. To do this (initiate a manual flush), an application programmer
            can call Channel.startFlush() to start a flush and Channel.stopFlush() to terminate it.
        </para>

        <para>
            Channel.startFlush() flushes all pending messages out of the system. This stops all senders (calling
            Channel.down() during a flush will block until the flush has completed)<footnote><para>Note that block()
            will be called in a Receiver when the flush is about to start and unblock() will be called when it ends</para></footnote>.
            When startFlush() returns, the caller knows that (a) no messages will get sent anymore until stopFlush() is
            called and (b) all members have received all messages sent before startFlush() was called.
        </para>

        <para>
            Channel.stopFlush() terminates the flush protocol, no blocked senders can resume sending messages.
        </para>

        <para>
            Note that the FLUSH protocol has to be present on top of the stack, or else the flush will fail.
        </para>
        
    </section>


    <section>
        <title>Large clusters</title>
        <para>
            This section is a collection of best practices and tips and tricks for running large clusters on JGroups.
            By large clusters, we mean several hundred nodes in a cluster. These recommendations are captured in
            <literal>udp-largecluster.xml</literal> which is shipped with JGroups.
        </para>

        <note>
            <para>
                This is work-in-progress, and <literal>udp-largecluster.xml</literal> is likely to see changes
                in the future.
            </para>
        </note>

        <section>
            <title>Reducing chattiness</title>
            <para>
                When we have a chatty protocol, scaling to a large number of nodes might be a problem: too many messages
                are sent and - because they are generated in addition to the regular traffic - this can have a
                negative impact on the cluster. A possible impact is that more of the regular messages are dropped, and
                have to be retransmitted, which impacts performance. Or heartbeats are dropped, leading to false
                suspicions. So while the negative effects of chatty protocols may not be seen in small clusters, they
                <emphasis>will</emphasis> be seen in large clusters !
            </para>

            <section>
                <title>Discovery</title>
                <para>
                    A discovery protocol (e.g. PING, TCPPING, MPING etc) is run at startup, to discover the initial
                    membership, and periodically by the merge protocol, to detect partitioned subclusters.
                </para>
                <para>
                    When we send a multicast discovery request to a large cluster, every node in the cluster might
                    possibly reply with a discovery response sent back to the sender. So, in a cluster of 300 nodes,
                    the discovery requester might be up to 299 discovery responses ! Even worse, because num_ping_requests
                    in Discovery is by default set to 2, so we're sending 2 discovery requests, we might receive up to
                    num_ping_requests * (N-1) discovery responses, even though we might be able to find out the
                    coordinator after a few responses already !
                </para>
                <para>
                    To reduce the large number of responses, we can set a max_rank property: the value defines which
                    members are going to send a discovery response. The rank is the index of a member in a cluster: in
                    {A,B,C,D,E}, A's index is 1, B's index is 2 and so on. A max_rank of 3 would trigger discovery
                    responses from only A, B and C, but not from D or E.
                </para>
                <para>
                    We highly recommend setting max_rank in large clusters.
                </para>
                <para>
                    This functionality was implemented in
                    <ulink url="https://jira.jboss.org/browse/JGRP-1181">https://jira.jboss.org/browse/JGRP-1181</ulink>.
                </para>
            </section>
            <section>
                <title>Failure detection protocols</title>
                <para>
                    Failure detection protocols determine when a member is unresponsive, and subsequently
                    <emphasis>suspect</emphasis> it. Usually (FD, FD_ALL), messages (heartbeats) are used to determine
                    the health of a member, but we can also use TCP connections (FD_SOCK) to connect to a member P, and
                    suspect P when the connection is closed.
                </para>
                <para>
                    Heartbeating requires messages to be sent around, and we need to be careful to limit the number of
                    messages sent by a failure detection protocol (1) to detect crashed members and (2) when a member
                    has been suspected. The following sections discuss how to configure FD_ALL, FD and FD_SOCK, the most
                    commonly used failure detection protocols, for use in large clusters.
                </para>

                <section>
                    <title>FD_SOCK</title>
                    <para>
                        FD_SOCK is discussed in detail in <xref linkend="FD_SOCK"/>.
                    </para>
                </section>

                <section>
                    <title>FD</title>
                    <para>
                        FD uses a ring topology, where every member sends heartbeats to its neighbor only. We
                        recommend to use this protocol only when TCP is the transport, as it generates a lot of
                        traffic in large clusters.
                    </para>
                    <para>
                        For details see <xref linkend="FD"/>.
                    </para>
                </section>

                <section>
                    <title>FD_ALL</title>
                    <para>
                        FD_ALL has every member periodically multicast a heartbeat, and everyone updates internal
                        tables of members and their last heartbeat received. When a member hasn't received a heartbeat
                        from any given member for more than <literal>timeout</literal> ms, that member will get
                        suspected.
                    </para>
                    <para>
                        FD_ALL is the recommended failure detection protocol when the transport provides IP
                        multicasting capabilities (UDP).
                    </para>
                    <para>
                        For details see <xref linkend="FD_ALL"/>.
                    </para>
                </section>
            </section>

        </section>
    </section>

    <section id="STOMP">
        <title>STOMP support</title>
        <para>
            STOMP is a JGroups protocol which implements the <ulink url="http://stomp.codehaus.org">STOMP</ulink>
            protocol. Currently (as of Aug 2011), transactions and acks are not implemented.
        </para>
        <para>
            Adding the STOMP protocol to a configuration means that
        </para>
        <itemizedlist>
            <listitem>
                <para>
                    Clients written in different languages can subscribe to destinations, send messages to destinations,
                    and receive messages posted to (subscribed) destinations. This is similar to JMS topics.
                </para>
            </listitem>
            <listitem>
                <para>
                    Clients don't need to join any cluster; this allows for light weight clients, and we can run many
                    of them.
                </para>
            </listitem>
            <listitem>
                <para>
                   Clients can access a cluster from a remote location (e.g. across a WAN).
                </para>
            </listitem>
            <listitem>
                <para>
                    STOMP clients can send messages to cluster members, and vice versa.
                </para>
            </listitem>
        </itemizedlist>
        <para>
            The location of a STOMP protocol in a stack is shown in <xref linkend="StompProtocol"/>.
        </para>
        <para>
            <figure id="StompProtocol">
                <title>STOMP in a protocol stack</title>
                <!--<graphic fileref="images/StompProtocol.png" format="PNG" align="left" scalefit="1" contentwidth="4in"/>-->
                <graphic fileref="images/StompProtocol.png" format="PNG" align="center" scale="75"/>
            </figure>
        </para>

        <para>
            The STOMP protocol should be near the top of the stack.
        </para>
        <para>
            A STOMP instance listens on a TCP socket for client connections. The port and bind address of the
            server socket can be defined via properties.
        </para>
        <para>
            A client can send SUBSCRIBE commands for various destinations. When a SEND for a given destination is
            received, STOMP adds a header to the message and broadcasts it to all cluster nodes. Every node then in
            turn forwards the message to all of its connected clients which have subscribed to the same destination.
            When a destination is not given, STOMP simply forwards the message to <emphasis>all</emphasis> connected
            clients.
        </para>
        <para>
            Traffic can be generated by clients and by servers. In the latter case, we could for example have code
            executing in the address space of a JGroups (server) node. In the former case, clients use the SEND
            command to send messages to a JGroups server and receive messages via the MESSAGE command. If there is
            code on the server which generates messages, it is important that both client and server code agree
            on a marshalling format, e.g. JSON, so that they understand each other's messages.
        </para>
        <para>
            Clients can be written in any language, as long as they understand the STOMP protocol. Note that the
            JGroups STOMP protocol implementation sends additional information (e.g. INFO) to clients; non-JGroups
            STOMP clients should simply ignore them.
        </para>
        <para>
            JGroups comes with a STOMP client (org.jgroups.client.StompConnection) and a demo (StompDraw). Both
            need to be started with the address and port of a JGroups cluster node. Once they have been started,
            the JGroups STOMP protocol will notify clients of cluster changes, which is needed so client can
            failover to another JGroups server node when a node is shut down. E.g. when a client connects to C, after
            connection, it'll get a list of endpoints (e.g. A,B,C,D). When C is terminated, or crashes, the client
            automatically reconnects to any of the remaining nodes, e.g. A, B, or D. When this happens, a client
            is also re-subscribed to the destinations it registered for.
        </para>
        <para>
            The JGroups STOMP protocol can be used when we have clients, which are either not in the same network
            segment as the JGroups server nodes, or which don't want to become full-blown JGroups server nodes.
            <xref linkend="StompArchitecture"/> shows a typical setup.
        </para>

        <para>
            <figure id="StompArchitecture">
                <title>STOMP architecture</title>
                <!--<graphic fileref="images/StompArchitecture.png" format="PNG" align="left" scalefit="1" contentwidth="5in"/>-->
                <graphic fileref="images/StompArchitecture.png" format="PNG" align="center" scale="75"/>
            </figure>
        </para>

        <para>
            There are 4 nodes in a cluster. Say the cluster is in a LAN, and communication is via IP multicasting
            (UDP as transport). We now have clients which do not want to be part of the cluster themselves, e.g.
            because they're in a different geographic location (and we don't want to switch the main cluster to TCP),
            or because clients are frequently started and stopped, and therefore the cost of startup and joining
            wouldn't be amortized over the lifetime of a client. Another reason could be that clients are written
            in a different language, or perhaps, we don't want a large cluster, which could be the case if we
            for example have 10 JGroups server nodes and 1000 clients connected to them.
        </para>
        <para>
            In the example, we see 9 clients connected to every JGroups cluster node. If a client connected to
            node A sends a message to destination /topics/chat, then the message is multicast from node A to all other
            nodes (B, C and D). Every node then forwards the message to those clients which have previously subscribed
            to /topics/chat.
        </para>
        <para>
            When node A crashes (or leaves) the JGroups STOMP clients (org.jgroups.client.StompConnection) simply pick
            another server node and connect to it.
        </para>
        <para>
            For more information about STOMP see the blog entry at
            <ulink url="http://belaban.blogspot.com/2010/10/stomp-for-jgroups.html"/>.
        </para>
    </section>


    <section id="RelayAdvanced">
        <title>Bridging between remote clusters</title>
        <para>
            In 2.12, the RELAY protocol was added to JGroups (for the properties see <xref linkend="RELAY">RELAY</xref>).
            It allows for bridging of remote clusters. For example, if we have a cluster in New York (NYC) and another
            one in San Francisco (SFO), then RELAY allows us to bridge NYC and SFO, so that multicast messages sent in
            NYC will be forwarded to SFO and vice versa.
        </para>
        <para>
            The NYC and SFO clusters could for example use IP multicasting (UDP as transport), and the bridge could use
            TCP as transport. The SFO and NYC clusters don't even need to use the same cluster name.
        </para>
        <para>
            <xref linkend="RelayFig"/> shows how the two clusters are bridged.
        </para>
        <para>
            <figure id="RelayFig"><title>Relaying between different clusters</title>
                <graphic fileref="images/RELAY.png" format="PNG" align="left" width="15cm"/>
            </figure>
        </para>
        <para>
            The cluster on the left side with nodes A (the coordinator), B and C is called "NYC" and use IP
            multicasting (UDP as transport). The cluster on the right side ("SFO") has nodes D (coordinator), E and F.
        </para>
        <para>
            The bridge between the local clusters NYC and SFO is essentially another cluster with the coordinators
            (A and D) of the local clusters as members. The bridge typically uses TCP as transport, but any of the
            supported JGroups transports could be used (including UDP, if supported across a WAN, for instance).
        </para>
        <para>
            Only a coordinator relays traffic between the local and remote cluster. When A crashes or leaves, then the
            next-in-line (B) takes over and starts relaying.
        </para>
        <para>
            Relaying is done via the RELAY protocol added to the top of the stack. The bridge is configured with
            the bridge_props property, e.g. bridge_props="/home/bela/tcp.xml". This creates a JChannel inside RELAY.
        </para>
        <para>
            Note that property "site" must be set in both subclusters. In the example above, we could set site="nyc"
            for the NYC subcluster and site="sfo" for the SFO ubcluster.
        </para>
        <para>
            The design is described in detail in JGroups/doc/design/RELAY.txt (part of the source distribution). In
            a nutshell, multicast messages received in a local cluster are wrapped and forwarded to the remote cluster
            by a relay (= the coordinator of a local cluster). When a remote cluster receives such a message, it is
            unwrapped and put onto the local cluster.
        </para>
        <para>
            JGroups uses subclasses of UUID (PayloadUUID) to ship the site name with an address. When we see an address
            with site="nyc" on the SFO side, then RELAY will forward the message to the SFO subcluster, and vice versa.
            When C multicasts a message in the NYC cluster, A will forward it to D, which will re-broadcast the message on
            its local cluster, with the sender being D. This means that the sender of the local broadcast will appear
            as D (so all retransmit requests got to D), but the original sender C is preserved in the header.
            At the RELAY protocol, the sender will be replaced with the original sender (C) having site="nyc".
            When node F wants to reply to the sender of the multicast, the destination
            of the message will be C, which is intercepted by the RELAY protocol and forwarded to the current
            relay (D). D then picks the correct destination (C) and sends the message to the remote cluster, where
            A makes sure C (the original sender) receives it.
        </para>
        <para>
            An important design goal of RELAY is to be able to have completely autonomous clusters, so NYC doesn't for
            example have to block waiting for credits from SFO, or a node in the SFO cluster doesn't have to ask a node
            in NYC for retransmission of a missing message.
        </para>
        <section>
            <title>Views</title>
            <para>
                RELAY presents a <emphasis>global view</emphasis> to the application, e.g. a view received by
                nodes could be {D,E,F,A,B,C}. This view is the same on all nodes, and a global view is generated by
                taking the two local views, e.g. A|5 {A,B,C} and D|2 {D,E,F}, comparing the coordinators' addresses
                (the UUIDs for A and D) and concatenating the views into a list. So if D's UUID is greater than
                A's UUID, we first add D's members into the global view ({D,E,F}), and then A's members.
            </para>
            <para>
                Therefore, we'll always see all of A's members, followed by all of D's members, or the other way round.
            </para>
            <para>
                To see which nodes are local and which ones remote, we can iterate through the addresses (PayloadUUID)
                and use the site (PayloadUUID.getPayload()) name to for example differentiate between "nyc" and "sfo".
            </para>
        </section>
        <section>
            <title>Configuration</title>
            <para>
                To setup a relay, we need essentially 3 XML configuration files: 2 to configure the local clusters and
                1 for the bridge.
            </para>
            <para>
                To configure the first local cluster, we can copy udp.xml from the JGroups distribution and add RELAY on top
                of it: &lt;RELAY bridge_props="/home/bela/tcp.xml" /&gt;. Let's say we call this config relay.xml.
            </para>
            <para>
                The second local cluster can be configured by copying relay.xml to relay2.xml. Then change the
                mcast_addr and/or mcast_port, so we actually have 2 different cluster in case we run instances of
                both clusters in the same network. Of course, if the nodes of one cluster are run in a different
                network from the nodes of the other cluster, and they cannot talk to each other, then we can simply
                use the same configuration.
            </para>
            <para>
                The 'site' property needs to be configured in relay.xml and relay2.xml, and it has to be different. For
                example, relay.xml could use site="nyc" and relay2.xml could use site="sfo".
            </para>
            <para>
                The bridge is configured by taking the stock tcp.xml and making sure both local clusters can see each
                other through TCP.
            </para>
        </section>

    </section>

    <section id="DaisyChaining">
        <title>Daisychaining</title>
        <para>
            Daisychaining refers to a way of disseminating messages sent to the entire cluster.
        </para>
        <para>
            The idea behind it is that it is inefficient to broadcast a message in clusters where IP multicasting is
            not available. For example, if we only have TCP available (as is the case in most clouds today), then we
            have to send a broadcast (or group) message N-1 times. If we want to broadcast M to a cluster of 10,
            we send the same message 9 times.
        </para>
        <para>
            Example: if we have {A,B,C,D,E,F}, and A broadcasts M, then it sends it to B, then to C, then to D etc.
            If we have a 1 GB switch, and M is 1GB, then sending a broadcast to 9 members takes 9 seconds, even if we
            parallelize the sending of M. This is due to the fact that the link to the switch only sustains 1GB / sec.
            (Note that I'm conveniently ignoring the fact that the switch will start dropping packets if it is
            overloaded, causing TCP to retransmit, slowing things down)...
        </para>
        <para>
            Let's introduce the concept of a round. A round is the time it takes to send or receive a message.
            In the above example, a round takes 1 second if we send 1 GB messages.
            In the existing N-1 approach, it takes X * (N-1) rounds to send X messages to a cluster of N nodes.
            So to broadcast 10 messages a the cluster of 10, it takes 90 rounds.
        </para>
        <para>
            Enter DAISYCHAIN.
        </para>

        <para>
            The idea is that, instead of sending a message to N-1 members, we only send it to our neighbor, which
            forwards it to its neighbor, and so on. For example, in {A,B,C,D,E}, D would broadcast a message by
            forwarding it to E, E forwards it to A, A to B, B to C and C to D. We use a time-to-live field,
            which gets decremented on every forward, and a message gets discarded when the time-to-live is 0.
        </para>
        <para>
            The advantage is that, instead of taxing the link between a member and the switch to send N-1 messages,
            we distribute the traffic more evenly across the links between the nodes and the switch.
            Let's take a look at an example, where A broadcasts messages m1 and m2 in
            cluster {A,B,C,D}, '-->' means sending:
        </para>

        <section>
            <title>Traditional N-1 approach</title>
            <para>
                <itemizedlist mark='opencircle'>
                    <listitem>Round 1: A(m1) --> B</listitem>
                    <listitem>Round 2: A(m1) --> C</listitem>
                    <listitem>Round 3: A(m1) --> D</listitem>
                    <listitem>Round 4: A(m2) --> B</listitem>
                    <listitem>Round 5: A(m2) --> C</listitem>
                    <listitem>Round 6: A(m2) --> D</listitem>
                </itemizedlist>

                It takes 6 rounds to broadcast m1 and m2 to the cluster.
            </para>
        </section>

        <section>
            <title>Daisychaining approach</title>
            <para>
                <itemizedlist mark='opencircle'>
                    <listitem>Round 1: A(m1) --> B</listitem>
                    <listitem>Round 2: A(m2) --> B || B(m1) --> C</listitem>
                    <listitem>Round 3: B(m2) --> C || C(m1) --> D</listitem>
                    <listitem>Round 4: C(m2) --> D</listitem>
                </itemizedlist>
                <para>In round 1, A send m1 to B.</para>
                <para>In round 2, A sends m2 to B, but B also forwards m1 (received in round 1) to C.</para>
                <para>In round 3, A is done. B forwards m2 to C and C forwards m1 to D (in parallel, denoted by '||').</para>
                <para>In round 4, C forwards m2 to D.</para>
            </para>
        </section>

        <section>
            <title>Switch usage</title>
            <para>
                Let's take a look at this in terms of switch usage: in the N-1 approach, A can only send 125MB/sec,
                no matter how many members there are in the cluster, so it is constrained by the link capacity to the
                switch. (Note that A can also receive 125MB/sec in parallel with today's full duplex links).
            </para>
            <para>
                So the link between A and the switch gets hot.
            </para>
            <para>
                In the daisychaining approach, link usage is more even: if we look for example at round 2, A sending
                to B and B sending to C uses 2 different links, so there are no constraints regarding capacity of a
                link. The same goes for B sending to C and C sending to D.
            </para>
            <para>
                In terms of rounds, the daisy chaining approach uses X + (N-2) rounds, so for a cluster size of 10 and
                broadcasting 10 messages, it requires only 18 rounds, compared to 90 for the N-1 approach !
            </para>
        </section>

        <section>
            <title>Performance</title>
            <para>
                To measure performance of DAISYCHAIN, a performance test (test.Perf) was run, with 4 nodes connected
                to a 1 GB switch; and every node sending 1 million 8K messages, for a total of 32GB received by
                every node. The config used was tcp.xml.
            </para>
            <para>
                The N-1 approach yielded a throughput of 73 MB/node/sec, and the daisy chaining approach 107MB/node/sec !
            </para>

        </section>

        <section>
            <title>Configuration</title>
            <para>
                DAISYCHAIN can be placed directly on top of the transport, regardless of whether it is UDP or TCP, e.g.
            </para>

            <programlisting language="XML">
&lt;TCP .../&gt;
&lt;DAISYCHAIN .../&gt;
&lt;TCPPING .../&gt;
            </programlisting>
        </section>

    </section>

    <section id="MessageFlags">
        <title>Using message flags to selectively bypass certain protocols</title>
        <para>
            A message can be tagged with a selection of <emphasis>flags</emphasis>, which alter the way certain
            protocols treat the message. This is done as follows:
        </para>
        <programlisting language="Java">
Message msg=new Message();
msg.setFlag(Message.OOB);
msg.setFlag(Message.NO_FC);
        </programlisting>
        <para>
            Here we tag the message to be OOB (out of band) and to bypass flow control.
        </para>
        <para>
            The advantage of tagging messages is that we don't need to change the configuration, but instead can override it
            on a per-message basis.
        </para>
        <para>
            The available flags are:
        </para>

        <variablelist>
            <varlistentry>
                <term>Message.OOB</term>
                <listitem>
                    <para>
                        This tags a message as out-of-band, which will get it processed by the out-of-band thread
                        pool at the receiver's side. Note that an OOB message does not provide any ordering guarantees,
                        although OOB messages are reliable (no loss) and are delivered only once.
                        See <xref linkend="OOB"/> for details.
                    </para>
                </listitem>
            </varlistentry>
            <varlistentry>
                <term>Message.DONT_BUNDLE</term>
                <listitem>
                    <para>
                        This flag causes the transport not to bundle the message, but to send it immediately.
                    </para>
                    <para>
                        See <xref linkend="MessageBundlingAndPerf"/> for a discussion of the DONT_BUNDLE flag with
                        respect to performance of blocking RPCs.
                    </para>
                </listitem>
            </varlistentry>
            <varlistentry>
                <term>Message.NO_FC</term>
                <listitem>
                    <para>
                        This flag bypasses any flow control protocol (see <xref linkend="FlowControl"/>) for a discussion
                        of flow control protocols.
                    </para>
                </listitem>
            </varlistentry>
            <varlistentry>
                <term>Message.SCOPED</term>
                <listitem>
                    <para>
                        This flag is set automatically when <methodname>Message.setScope()</methodname> is called.
                        See <xref linkend="Scopes"/> for a discussion on scopes.
                    </para>
                </listitem>
            </varlistentry>
            <varlistentry>
                <term>Message.NO_RELIABILITY</term>
                <listitem>
                    <para>
                        When sending unicast or multicast messages, some protocols (UNICAST, NAKACK) add sequence
                        numbers to the messages in order to (1) deliver them reliably and (2) in order.
                    </para>
                    <para>
                        If we don't want reliability, we can tag the message with flag NO_RELIABILITY. This means that
                        a message tagged with this flag may not be received, may be received more than once, or may
                        be received out of order.
                    </para>
                    <para>
                        A message tagged with NO_RELIABILITY will simply bypass reliable protocols such as UNICAST
                        and NAKACK.
                    </para>
                    <para>
                        For example, if we send multicast message M1, M2 (NO_RELIABILITY), M3 and M4, and the starting
                        sequence number is #25, then M1 will have seqno #25, M3 will have #26 and M4 will have #27. We
                        can see that we don't allocate a seqno for M2 here.
                    </para>
                </listitem>
            </varlistentry>
            <varlistentry>
                <term>Message.NO_TOTAL_ORDER</term>
                <listitem>
                    <para>
                        If we use a total order configuration with SEQUENCER (<xref linkend="SEQUENCER"/>), then we
                        can bypass SEQUENCER (if we don't need total order for a given message) by tagging the message
                        with <literal>NO_TOTAL_ORDER</literal>.
                    </para>
                </listitem>
            </varlistentry>
            <varlistentry>
                <term>Message.NO_RELAY</term>
                <listitem>
                    <para>
                        If we use RELAY (see <xref linkend="RelayAdvanced"/>) and don't want a message to be relayed to
                        the other site(s), then we can tag the message with NO_RELAY.
                    </para>
                </listitem>
            </varlistentry>
        </variablelist>
        
    </section>

    <section id="Ergonomics">
        <title>Ergonomics</title>
        <para>
            Ergonomics is similar to the dynamic setting of optimal values for the JVM, e.g. garbage collection,
            memory sizes etc. In JGroups, ergonomics means that we try to dynamically determine and set optimal
            values for protocol properties. Examples are thread pool size, flow control credits, heartbeat
            frequency and so on.
        </para>
        <para>
            There is an <literal>ergonomics</literal> property which can be enabled or disabled for every protocol.
            The default is true. To disable it, set it to false, e.g.:
        </para>
        <programlisting language="XML">
&lt;UDP... /&gt;
&lt;PING ergonomics="false"/&gt;
        </programlisting>
        <para>
            Here we leave ergonomics enabled for UDP (the default is true), but disable it for PING.
        </para>
        <para>
            Ergonomics is work-in-progress, and will be implemented over multiple releases.
        </para>
    </section>

    <section id="Probe">
        <title>Probe</title>
        <para>
            Probe is the Swiss Army Knife for JGroups; it allows to fetch information about the members running in
            a cluster, get and set properties of the various protocols, and invoke methods in all cluster members.
        </para>
        <para>
            Probe can even insert protocols into running cluster members, or remove/replace existing protocols. Note
            that this doesn't make sense though with <emphasis>stateful</emphasis> protocols such as NAKACK. But this
            feature is helpful, it could be used for example to insert a diagnostics or stats protocol into a running
            system. When done, the protocol can be removed again.
        </para>
        <para>
            Of course, probe could be used to do crazy things: one could insert the BSH (BeanShell, a Java interpreter)
            protocol into all cluster members, then connect to the individual nodes (listening on a TCP port), and
            inject Java code into the running JVM ! To prevent this, probing can be disabled (see below). The default
            configurations have it <emphasis>enabled</emphasis>.
        </para>
        <para>
            Probe is a script (<filename>probe.sh</filename> in the <filename>bin</filename> directory of the source
            distribution) that can be invoked on any of the hosts in same network in which a cluster is running.
        </para>
        <note>
            <para>
                Probe currently requires IP multicasting to be enabled in a network, in order to discover the cluster
                members in a network. It <emphasis>can</emphasis> be used with TCP as transport, but still
                requires multicasting.
            </para>
        </note>
        <para>
            The probe.sh script essentially calls <classname>org.jgroups.tests.Probe</classname> which is part of
            the JGroups JAR.
        </para>
        <para>
            The way probe works is that every stack has an additional multicast socket that by default listens
            on 224.0.75.75:7500 for diagnostics requests from probe. The configuration is located in the transport
            protocol (e.g. UDP), and consists of the following properties:
        </para>

        <table>
            <title>Properties for diagnostics / probe</title>

            <tgroup cols="2">
                <colspec align="left" />
                <thead>
                    <row>
                        <entry align="center">Name</entry>
                        <entry align="center">Description</entry>
                    </row>
                </thead>

                <tbody>
                    <row>
                        <entry>enable_diagnostics</entry>
                        <entry>
                            Whether or not to enable diagnostics (default: true). When enabled, this will create
                            a MulticastSocket and we have one additional thread listening for probe requests. When
                            disabled, we'll have neither the thread nor the socket created.
                        </entry>
                    </row>
                    <row>
                        <entry>diagnostics_addr</entry>
                        <entry>
                            The multicast address which the MulticastSocket should join. The default is
                            <literal>"224.0.75.75"</literal> for IPv4 and <literal>"ff0e::0:75:75" for IPv6</literal>.
                        </entry>
                    </row>
                    <row>
                        <entry>diagnostics_port</entry>
                        <entry>
                            The port on which the MulticastSocket should listen. The default is 7500.
                        </entry>
                    </row>
                </tbody>
            </tgroup>
        </table>

        <para>
            Probe is extensible; by implementing a <classname>ProbeHandler</classname> and registering it with the
            transport (<methodname>TP.registerProbeHandler()</methodname>), any protocol, or even
            <emphasis>applications</emphasis> can register functionality to be invoked via probe. Refer to the
            javadoc for details.
        </para>

        <para>
            To get information about the cluster members running in the local network, we can use the following
            probe command (note that probe could also be invoked as
            <literal>java -classpath $CP org.jgroups.tests.Probe $*</literal>):
        </para>
        <screen>
[linux]/home/bela/JGroups$ probe.sh

-- send probe on /224.0.75.75:7500


#1 (149 bytes):
local_addr=A [1a1f543c-2332-843b-b523-8d7653874de7]
cluster=DrawGroupDemo
view=[A|1] [A, B]
physical_addr=192.168.1.5:43283
version=3.0.0.Beta1

                
#2 (149 bytes):
local_addr=B [88588976-5416-b054-ede9-0bf8d4b56c02]
cluster=DrawGroupDemo
view=[A|1] [A, B]
physical_addr=192.168.1.5:35841
version=3.0.0.Beta1



2 responses (2 matches, 0 non matches)
[linux]/home/bela/JGroups$
        </screen>

        <para>
            This gets us 2 responses, from A and B. "A" and "B" are the logical names, but we also see the UUIDs.
            They're both in the same cluster ("DrawGroupDemo") and both have the same view
            (<literal>[A|1] [A, B]</literal>). The physical address and the version of both members is also shown.
        </para>
        <para>
            Note that <command>probe.sh -help</command> lists the command line options.
        </para>
        <para>
            To fetch all of the JMX information from all protocols, we can invoke
        </para>
        <screen>probe jmx</screen>
        <para>
            However, this dumps all of the JMX attributes from all protocols of all cluster members, so make sure
            to pipe the output into a file and awk and sed it for legibility !
        </para>
        <para>
            However, we can also JMX information from a specific protocol, e.g. FRAG2 (slightly edited>:
        </para>
        <screen>
[linux]/home/bela$ probe.sh  jmx=FRAG2

-- send probe on /224.0.75.75:7500


#1 (318 bytes):
local_addr=B [88588976-5416-b054-ede9-0bf8d4b56c02]
cluster=DrawGroupDemo
physical_addr=192.168.1.5:35841
jmx=FRAG2={id=5, level=off, num_received_msgs=131, frag_size=60000,
           num_sent_msgs=54, stats=true, num_sent_frags=0,
           name=FRAG2, ergonomics=true, num_received_frags=0}

view=[A|1] [A, B]
version=3.0.0.Beta1


#2 (318 bytes):
local_addr=A [1a1f543c-2332-843b-b523-8d7653874de7]
cluster=DrawGroupDemo
physical_addr=192.168.1.5:43283
jmx=FRAG2={id=5, level=off, num_received_msgs=131, frag_size=60000,
           num_sent_msgs=77, stats=true, num_sent_frags=0,
           name=FRAG2, ergonomics=true, num_received_frags=0}

view=[A|1] [A, B]
version=3.0.0.Beta1




2 responses (2 matches, 0 non matches)
[linux]/home/bela$

        </screen>

        <para>
            We can also get information about specific properties in a given protocol:
        </para>
        <screen>
[linux]/home/bela$ probe.sh  jmx=NAKACK.xmit

-- send probe on /224.0.75.75:7500


#1 (443 bytes):
local_addr=A [1a1f543c-2332-843b-b523-8d7653874de7]
cluster=DrawGroupDemo
physical_addr=192.168.1.5:43283
jmx=NAKACK={xmit_table_max_compaction_time=600000, xmit_history_max_size=50,
            xmit_rsps_sent=0, xmit_reqs_received=0, xmit_table_num_rows=5,
            xmit_reqs_sent=0, xmit_table_resize_factor=1.2,
            xmit_from_random_member=false, xmit_table_size=78,
            xmit_table_msgs_per_row=10000, xmit_rsps_received=0}

view=[A|1] [A, B]
version=3.0.0.Beta1


#2 (443 bytes):
local_addr=B [88588976-5416-b054-ede9-0bf8d4b56c02]
cluster=DrawGroupDemo
physical_addr=192.168.1.5:35841
jmx=NAKACK={xmit_table_max_compaction_time=600000, xmit_history_max_size=50,
            xmit_rsps_sent=0, xmit_reqs_received=0, xmit_table_num_rows=5,
            xmit_reqs_sent=0, xmit_table_resize_factor=1.2,
            xmit_from_random_member=false, xmit_table_size=54,
            xmit_table_msgs_per_row=10000, xmit_rsps_received=0}

view=[A|1] [A, B]
version=3.0.0.Beta1




2 responses (2 matches, 0 non matches)
[linux]/home/bela$

        </screen>
        <para>
            This returns all JMX attributes that start with <literal>"xmit"</literal> in all NAKACK protocols of
            all cluster members. We can also pass a list of attributes:
        </para>
        <screen>
[linux]/home/bela$ probe.sh  jmx=NAKACK.missing,xmit

-- send probe on /224.0.75.75:7500


#1 (468 bytes):
local_addr=A [1a1f543c-2332-843b-b523-8d7653874de7]
cluster=DrawGroupDemo
physical_addr=192.168.1.5:43283
jmx=NAKACK={xmit_table_max_compaction_time=600000, xmit_history_max_size=50,
            xmit_rsps_sent=0, xmit_reqs_received=0, xmit_table_num_rows=5,
            xmit_reqs_sent=0, xmit_table_resize_factor=1.2,
            xmit_from_random_member=false, xmit_table_size=78,
            missing_msgs_received=0, xmit_table_msgs_per_row=10000,
            xmit_rsps_received=0}

view=[A|1] [A, B]
version=3.0.0.Beta1


#2 (468 bytes):
local_addr=B [88588976-5416-b054-ede9-0bf8d4b56c02]
cluster=DrawGroupDemo
physical_addr=192.168.1.5:35841
jmx=NAKACK={xmit_table_max_compaction_time=600000, xmit_history_max_size=50,
            xmit_rsps_sent=0, xmit_reqs_received=0, xmit_table_num_rows=5,
            xmit_reqs_sent=0, xmit_table_resize_factor=1.2,
            xmit_from_random_member=false, xmit_table_size=54,
            missing_msgs_received=0, xmit_table_msgs_per_row=10000,
            xmit_rsps_received=0}

view=[A|1] [A, B]
version=3.0.0.Beta1




2 responses (2 matches, 0 non matches)
[linux]/home/bela$
        </screen>
        <para>
            This returns all attributes of NAKACK that start with <literal>"xmit"</literal> or <literal>"missing"</literal>.
        </para>

        <para>
            To invoke an operation, e.g. to set the logging level in all UDP protocols from "warn" to "trace", we
            can use <command>probe.sh op=UPD.setLevel["trace"]</command>. This raises the logging level in all
            UDP protocols of all cluster members, which is useful to diagnose a running system.
        </para>
        <para>
            Operation invocation uses reflection, so any method defined in any protocol can be invoked. This is
            a powerful tool to get diagnostics information from a running cluster.
        </para>
        <para>
            For further information, refer to the command line options of probe
            (<command>probe.sh -h</command>).
        </para>

    </section>
</chapter>
