ELK stack

Performance tuning ELK stack

Building on my previous post describing how to quickly set up a centralized logging solution using the ElasticSearch + Logstash + Kibana (ELK) stack, we have a fully functioning, Docker based ELK stack agreggating and handling our logs.  The only problem is that performance is either waaay too slow or the stack seems to crash.  As I worked through this problem myself, I found a few settings that vastly improved the stability and performance of my ELK stack.

So in this post I will share some of the useful tweaks and changes that worked in my own environment to help squeeze additional performance out of the setup.

Hopefully these adjustments will help others!

Adjusting Logstash

Out of the box, Logstash does a pretty good job of setting things up with reasonable default values.  The main adjustment that I have found to be useful is setting the default number of Logstsash “workers” when the Logstash process starts.  A good rule of thumb would be one worker per CPU.  So if the server has 4 cpu’s, your Logstash start up command would look similar to the following.

/opt/logstash/bin/logstash --verbose -w 4 -f /etc/logstash/server.conf

The important bit to note is the “-w 4” part.  A poorly configured server.conf file may also lead to performance issues but that will be very specific to the user.  For the most part, unless the configuration contains many conditionals and expensive codec calls or excessive filtering, performance here should be stable.

If you are concerned about utilization I recommend watching cpu and memory consumption by the Logstash process, signs that there could be a configuration issue would be cpu maxing out.

The main thing to be aware of with a custom number of workers is that some codecs may not work properly because they are not thread safe.  If you are using the “multiline” codec in any of your inputs then you will not be able to leverage multiple workers, or if you are using multiple workers you won’t be able to use the codec until the thread safe problems have been fixed.  The good news is that this is a known issue and is being worked on, hopefully will be fixed by the time 1.5.0 is released.  It tripped me up initially and so I thought I would mention the issue.

Increase Java heap memory

It turns out that ElasticSearch is a bit of a memory hog once you start actually sending data through Logstash to have ES consume.  In my own testing, I discovered that logs would mysteriously stop being recorded in to ES and consequently would fail to show up in my dashboards.

The first tweak to make is to increase the amount of memory available to Java to process ES indices.  I have discovered that there is a script that ES uses to load up Java when it starts, which is passing in a value of 1GB of RAM to start.

After some digging, I discovered that the default ES configuration I was using was quickly running out of memory and was crashing because the ES heap memory couldn’t keep up with the load (mostly indexes).

Here is a sample of the errors I was seeing when ES and Logstash stopped processing logs.

message [out of memory][OutOfMemoryError[Java heap space]]

This was a good starting point for investigating.  Basically, what this means is that the ES container had a Java heap memory setting set to 1GB which was exhausting the the memory allocated to ES, even though there was much more memory available on the server.

To increase this memory limit, we will override this script with our own custom values.

This script is called “elasticsearch.sh.in” and we will be overriding the default value ES_MAX_MEM with a value of “4g” as show below.  The general guideline that has been recommended is to use a value here of about 50% of the total amount of memory.  So if your server has 8GB of memory then setting it to 4GB here will be the 50% we are looking for.

There are many other options that can be overridden but the most import value is the max memory value that we have updated.

We can inject this custom value as an environment variable in our Dockerfile which makes managing custom configurations much easier if we need to make additions or adjustments later on.

ENV ES_HEAP_SIZE=8g

I am posting the script that sets the values below as a reference in case there are other values you need to override.  Again, we can use use environmental variables to set these up in our Dockefile if needed.

#!/bin/sh

ES_CLASSPATH=$ES_CLASSPATH:$ES_HOME/lib/elasticsearch-1.5.0.jar:$ES_HOME/lib/*:$ES_HOME/lib/sigar/*

if [ "x$ES_MIN_MEM" = "x" ]; then
 ES_MIN_MEM=256m
fi
if [ "x$ES_MAX_MEM" = "x" ]; then
 ES_MAX_MEM=1g
fi
if [ "x$ES_HEAP_SIZE" != "x" ]; then
 ES_MIN_MEM=$ES_HEAP_SIZE
 ES_MAX_MEM=$ES_HEAP_SIZE
fi

# min and max heap sizes should be set to the same value to avoid
# stop-the-world GC pauses during resize, and so that we can lock the
# heap in memory on startup to prevent any of it from being swapped
# out.
JAVA_OPTS="$JAVA_OPTS -Xms${ES_MIN_MEM}"
JAVA_OPTS="$JAVA_OPTS -Xmx${ES_MAX_MEM}"

# new generation
if [ "x$ES_HEAP_NEWSIZE" != "x" ]; then
 JAVA_OPTS="$JAVA_OPTS -Xmn${ES_HEAP_NEWSIZE}"
fi

# max direct memory
if [ "x$ES_DIRECT_SIZE" != "x" ]; then
 JAVA_OPTS="$JAVA_OPTS -XX:MaxDirectMemorySize=${ES_DIRECT_SIZE}"
fi

# set to headless, just in case
JAVA_OPTS="$JAVA_OPTS -Djava.awt.headless=true"

# Force the JVM to use IPv4 stack
if [ "x$ES_USE_IPV4" != "x" ]; then
 JAVA_OPTS="$JAVA_OPTS -Djava.net.preferIPv4Stack=true"
fi

JAVA_OPTS="$JAVA_OPTS -XX:+UseParNewGC"
JAVA_OPTS="$JAVA_OPTS -XX:+UseConcMarkSweepGC"

JAVA_OPTS="$JAVA_OPTS -XX:CMSInitiatingOccupancyFraction=75"
JAVA_OPTS="$JAVA_OPTS -XX:+UseCMSInitiatingOccupancyOnly"

# GC logging options
if [ "x$ES_USE_GC_LOGGING" != "x" ]; then
 JAVA_OPTS="$JAVA_OPTS -XX:+PrintGCDetails"
 JAVA_OPTS="$JAVA_OPTS -XX:+PrintGCTimeStamps"
 JAVA_OPTS="$JAVA_OPTS -XX:+PrintClassHistogram"
 JAVA_OPTS="$JAVA_OPTS -XX:+PrintTenuringDistribution"
 JAVA_OPTS="$JAVA_OPTS -XX:+PrintGCApplicationStoppedTime"
 JAVA_OPTS="$JAVA_OPTS -Xloggc:/var/log/elasticsearch/gc.log"
fi

# Causes the JVM to dump its heap on OutOfMemory.
JAVA_OPTS="$JAVA_OPTS -XX:+HeapDumpOnOutOfMemoryError"
# The path to the heap dump location, note directory must exists and have enough
# space for a full heap dump.
#JAVA_OPTS="$JAVA_OPTS -XX:HeapDumpPath=$ES_HOME/logs/heapdump.hprof"

# Disables explicit GC
JAVA_OPTS="$JAVA_OPTS -XX:+DisableExplicitGC"

# Ensure UTF-8 encoding by default (e.g. filenames)
JAVA_OPTS="$JAVA_OPTS -Dfile.encoding=UTF-8"

Then when Elasticsearch starts up it will look for this custom configuration script and start Java with the desired 4GB of memory.  This is one easy way to squeeze performance out of your server without making any other changes or modifying your server.

Modify Elasticsearch configuration

This one is also very easy to put in to place.  We are already using the elasticsearch.yml so the only thing that needs to be done is to create some additional configurations to this file, rebuild the container, and restart the ES container with the updated values.

A good setting to configure to help control ES memory usage is to set the indices field cache size.  Limiting this indices cache size makes sense because you rarely need to retrieve logs that are older than a few days.  By default ES will hold old indices in memory and will never let them go.  So unless you have unlimited memory than it makes sense to limit the memory in this scenario.

To limit the cache size simply add the following value anywhere in your custom elasticsearch.yml configuration file.  This setting and adjusting the Java heap memory size should be enough to get started but there are a few other things that might be worth checking.

indices.fielddata.cache.size:  40%

If you only make one change, add this line to your ES configuration!  This setting will let go of the oldest indices first so you won’t be dropping new indices, 9/10 times this is probably what you want when accessing data in Logstash.  More information about controlling memory usage can be found here.

Another idea worth looking at for an easy performance boost would be disabling swap if it has been enabled.  Again, in most cloud environment and images swap is turned off, but it is always a setting worth checking.

To bypass the OS swap setting you can simply configure a no swap value in ES by adding the following to your elasticsearch.yml configurtion file.

bootstrap.mlockall: true

To check that this has value has been configured properly you can run this command.

curl http://localhost:9200/_nodes/process?pretty

This may cause memory warnings when ES starts up (eg, nuable to lock JVM memory (ENOMEM). This can result in part of the JVM being swapped out. Increase RLIMIT_MEMLOCK (ulimit).) but you should be able to ignore these warnings.  If you are concerned, turn these limits off at the OS level which is demonstrated below.

Misc

Other low hanging fruit includes disabling open file limits on the OS.  ES can run in to problems if there is a cap on the amount of files that its processes can open or have open at a time.  I have run in to open file limit issues before and they are never fun to deal with.  This shouldn’t be an issue if you are running ES in a Docker container with the Ubuntu 14.04 base image.

If you aren’t sure about the open file limits for ES you can run the following command to get a better idea of the current limits.

ulimit -n

Make sure both the soft and hard limits are either set to unlimited or to an extremely high number.

This should take care of most if not all of the stability issues.  After putting these changes in place in my own environment I went from multiple crashes per day to so far none in over a week.  If you are still experiencing issues you might want to take a look at the ES production deployment guide for help or the #logstash and #elasticsearch IRC channels on freenode.

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ELK stack

Running ELK on Docker

I wrote a post awhile back about how to get the ElasticSearch + Logstash + Kibana stack set up and recently have been very involved with Docker so thought it would be appropriate to update that post with the new Docker way of doing things.

Update (5/9/15) – I have created a github repo containing configs for running this.  Reader Sergio also has a solution posted a similar solution on github, you can check it out here if you want to try it out.

I found a surprising lack of posts describing how to run the ELK stack with Docker and docker-compose.  This post is much longer and more detailed than usual so feel free to jump around to different sections for details on different components.  I am planning on doing a follow up on to this post with instructions about how to configure Logstash and the logstash-forwarder client as well as Kibana to do interesting things with logs stored in ElasticsSearch.

There are a lot of other posts about how to get the stack to work but they are either out of date already since the Docker world changes so fast or don’t cover specific details of how different bit work.  The other thing I have observed is that most of the other guides are not done with Docker which is something that makes life easier.

So the first thing that I’ll cover is how to build the Docker images.  If you are interested I can make this stuff available on the Docker hub as images or public Dockerfiles.  However, for this article and in genreal I strongly prefer to write my own Dockerfiles so I will be posting my custom configs and files here rather than pulling other (sometimes official) prebuilt images.

Logstash

The first component we will get set up is the Logstash server.  This setup is also using the log-courier input plugin.  Log-courier is a more customizable and flexible client for forwarding logs to Logstash.  I use both logstash-forwarder and log-courier in this configuration to allow for a more flexible setup.

The following is a Dockerfile that will build a Logstash 1.5.0 image.  One thing to note about this approach is that you can swap out the LOGSTASH_VER and the image will be updated to the correct version automatically and will be ready to be deployed whem the image gets rebuilt.

FROM ubuntu:14.04

ENV DEBIAN_FRONTEND noninteractive
ENV LOGSTASH_VER 1.5.0.rc2
WORKDIR /opt

# Dependencies
RUN apt-get update -qq && \
 apt-get install -y -qq \
 wget \
 python \
 openjdk-7-jre-headless

# Install Logstash
RUN wget --quiet "https://download.elasticsearch.org/logstash/logstash/logstash-$LOGSTASH_VER.tar.gz" -O "/opt/logstash-$LOGSTASH_VER.tar.gz" --no-check-certificate && \
 tar zxf logstash-$LOGSTASH_VER.tar.gz && \
 mv logstash-$LOGSTASH_VER logstash

# Install plugins
RUN /opt/logstash/bin/plugin update logstash-output-zeromq
RUN /opt/logstash/bin/plugin install logstash-input-log-courier

# Config files
ADD server.conf /etc/logstash/server.conf
ADD logstash-forwarder.key /etc/logstash/logstash-forwarder.key
ADD logstash-forwarder.crt /etc/logstash/logstash-forwarder.crt

# lumberjack port
EXPOSE 4545
# log-courier port
EXPOSE 4546

CMD /opt/logstash/bin/logstash -f /etc/logstash/server.conf

This will install version 1.5.0.r2 the logstash-input-log-courier input for logstash, add certificates for the forwarding clients and start Logstash with the server configuration.

In addition to this Dockerfile you will need to generate some certificates for logstash-forwarder clients and the Logstash server itself to use, as well as the server configuration used by the Logstash server.  Below I have a sample but extremely barebones server.conf configuration file.

input {
  lumberjack {
    port => 4545
    ssl_certificate => "/etc/logstash/logstash-forwarder.crt"
    ssl_key => "/etc/logstash/logstash-forwarder.key"
    codec => plain {
      charset => "ISO-8859-1"
    }
  }

  courier {
    port => 4546
    ssl_certificate => "/etc/logstash/logstash-forwarder.crt"
    ssl_key => "/etc/logstash/logstash-forwarder.key"
  }
}

output {
  elasticsearch {
    cluster => "elasticsearch"
  }
}

I will thicken this config up in the next post on how to customize Logstash and doing interesting things with Kibana.  For now, we are defining a courier and lumberjack input, used to ingest logs in to Logstash as well as one output, which is telling Logstash what to do with the logs, in this example it is just stuffing them in to ES.

To generate the certificates needed for logstash/logstah-forwarder you can either follow the instructions on the logstash-forwarder github page or you can use the following command to generate the certs and subsequently inject them in to the Docker image.  It should probably go without saying but make sure the version of openssl used to generate these is an update to date and secure version.

openssl req -x509 -nodes -sha256-days 1095 -newkey rsa:2048 -keyout logstash-forwarder.key -out logstash-forwarder.crt

You will need to follow a few prompts to fill out the certificate details, again you can reference the logstash-forwarder github page if you get stuck or are unsure of how to configure the certificate.

After the certs are generated make sure that the names of the output file names match up to the names in the above Dockerfile and that is pretty much it for getting Logstash ready.

ElasticSearch

The ElasticSearch image is also pretty straight forward.  This will build the specified version from the ES_VER variable which is 1.4.4 currently and will configure a few things.

# Pull base image.
FROM dockerfile/java:oracle-java7

# Set install version
ENV ES_PKG_NAME elasticsearch-1.4.4

# Install ElasticSearch
RUN \
 cd / && \
 wget https://download.elasticsearch.org/elasticsearch/elasticsearch/$ES_PKG_NAME.tar.gz && \
 tar xvzf $ES_PKG_NAME.tar.gz && \
 rm -f $ES_PKG_NAME.tar.gz && \
 mv /$ES_PKG_NAME /elasticsearch

# Define mountable directories
VOLUME ["/data"]

# Define working directory
WORKDIR /data

# Custom ES config
ADD elasticsearch.yml /elasticsearch/config/elasticsearch.yml

# Define default command
CMD ["/elasticsearch/bin/elasticsearch"]

# Expose ports
EXPOSE 9200
EXPOSE 9300

The main key to getting ES to work is getting the configuration file set up correctly.  In this example we are mounting local storage (/data) from the host OS in to the container so that if the container dies the data and indexes and other data aren’t wiped out.  There are also a few other security configuration settings that get set here to lock things down and also to make Kibana 4 happy.

http.cors.allow-origin: "/.*/"
http.cors.enabled: true
cluster.name: elasticsearch
node.name: "logstash.domain.com"
path:
 data: /data/index
 logs: /data/log
 plugins: /data/plugins
 work: /data/work

ES is very straight forward to set up, you just set it up and it runs.

Kibana

This will build the newest iteration of Kibana, which is 4.0.0 as of this writing.  If you aren’t living on the bleeding edge and want to know how to get Kibana 3.x.x working let me know and I will post the configuration for it.

FROM ubuntu:14.04

# Dependencies
RUN apt-get update -qq
RUN sudo apt-get install -y -qq nginx-full wget vim

# Kibana
RUN mkdir -p /opt/kibana
RUN wget https://download.elasticsearch.org/kibana/kibana/kibana-4.0.0-linux-x64.tar.gz -O /tmp/kibana.tar.gz && \
 tar zxf /tmp/kibana.tar.gz && mv kibana-4.0.0-linux-x64/* /opt/kibana/

# Configs
ADD kibana.yml /opt/kibana/config/kibana.yml

EXPOSE 5601

CMD /opt/kibana/bin/kibana

So the Dockerfile is pretty straight forward but there were a few tidbits to be aware of.  Kibana 4.x.x if significantly different in how it works than 3.x.x so you will need to make a few adjustments if you are familiar with the old version.

You will need to pick and choose the bits out of the following configuration to suit your needs.  For example, you will need to adjust the elasticsearch_url, username, password and will need to decide whether to turn ssl on or off.  There are obviously more options but most of them probably don’t need to be adjusted for now.  Here is what the sample config looks like.

port: 5601
host: "0.0.0.0"
elasticsearch_url: "http://logstash.domain.com:9200"
elasticsearch_preserve_host: true
kibana_index: ".kibana"
default_app_id: "discover"
request_timeout: 300000
shard_timeout: 0
verify_ssl: false

# Plugins that are included in the build, and no longer found in the plugins/ folder
bundled_plugin_ids:
 - plugins/dashboard/index
 - plugins/discover/index
 - plugins/doc/index
 - plugins/kibana/index
 - plugins/markdown_vis/index
 - plugins/metric_vis/index
 - plugins/settings/index
 - plugins/table_vis/index
 - plugins/vis_types/index
 - plugins/visualize/index

That’s pretty much it, most of the difficulty of getting the new version of Kibana working is in the configuration so if you want to tweak things or if something isn’t working that is the first place to look.

Docker Compose (glue the pieces together)

This is an integral part of the setup.  This is what controls the different containers and what glues everything together.  Luckily it is easy to get set up and working.  If you aren’t familiar, docker-compose was recently rebranded from the old “fig” tool which has been branded as a Docker orchestration tool for running complex Docker applications easily.

The official docs are pretty good and detailed so you can visit their site if you have any questions about how to install or how to get any of the components working here.

The first step is to download and install docker compose.  Here I am using and Ubuntu system.

sudo pip install -U docker-compose

There are a few docker-compose command line commands to be familiar with which we’ll get to next, but first I will post the sample docker-compose configuration file to test out your ELK stack.

kibana:

 build: /home/<user>/elk/kibana/4.0.0
 restart: always
 ports:
 - "5601:5601"
 links:
 - "elasticsearch:elasticsearch"

elasticsearch:

 build: /home/<user>/elk/elasticsearch/1.4.4
 restart: always
 ports:
 - "9200:9200"
 - "9300:9300"
 volumes:
 - "/data:/data"

logstash:

 build: /home/<user>/elk/logstash/logstash-1.5.0
 restart: always
 ports:
 - "4545:4545"
 - "4546:4546"

Most of the configuration is straight forward.  Here are the main commands to get everything stitched to gether and working.

  • docker-compose build (from the directory the docker-compose.yml file is in)
  • docker-compose up (to test the stack)
  • docker-compose kill (bring it down)

After you have all the issues ironed out building and running and the stack is stable with no errors on start you can start up the stack in detached mode.

  • docker-compose up -d

Additionally, you can look at the logs if something smells fishy.

  • docker-compose logs

Design considerations

One thing that readers might wonder about is the scalability of this setup.  This will scale up very easily but not out.  However, this should be able to handle up to 100k events/second on the Logstash end so there will be other bottlenecks before the components (ES and Logstash) fall down.  I haven’t pushed my own setup this far yet but have been able to get to around 30k/sec before Logstash dies, which I’m still investigating.  Even with that amount of activity and Logstash choking, ES and Kibana don’t get affected.

So if you use this as a guide for a production setup I would recommend that you use a decently sized server, at least 4 CPU, 8 GB memory and adjust the memory and cpu options for the Logstash component if you plan on throwing a lot of logs at it (>30k/s).  I will revisit once I have worked out all the performance issues with some best practices for making Logstash run more smoothly.

I would be interested in knowing how to scale this out if anybody has any recommendations but this setup should scale up decently at least for most scenarios.  I have not played around with ES sharding across hosts but I imagine that it wouldn’t be super complicated, especially using container volume mounts to store the data and indexes at the hose OS level.

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Kubernetes resize and rolling updates

If you haven’t heard of or used Kubernetes yet, I highly recommend taking a look (see the link below).  I won’t take too much time here today to talk about the Kubernetes project because there is just too much to cover.  Instead I will be writing a series of posts about how to work with Kubernetes and share some tricks and tips that I have discovered in my experiences so far with the tool.  Since the project is still very young and moving incredibly quickly, the best place to get information is either the IRC channel (#google-containers), the mailing list, or their github project.  Please go look at the github project if you are new to Kubernetes, or are interested in learning more about it, especially their docs and examples sections.

As I said, updates and progress have been extremely fast paced, so it isn’t uncommon for things in the Kubernetes project to seem obselete before they have even been implemented.  For example, the command line tool for interacting with a Kubernetes cluster has already changed faces a few times, which was confusing to me when I first started out.  Kubecfg is on the way out and the project maintainers are working on removing old references to it.  On the flip side, the kubectl command is maturing quite nicely and will be around for awhile, along with the subcommand that I will be describing.

Now that I have all the basic background stuff out of the way; the version of kubectl I am using for this demonstration is v0.9.1.  If you just discovered Kubernetes or have been using kubecfg (as explained above) you will want to make sure to get more familiar with kubectl because it is the preferred tool going forward, at least at this point.

There are a few handy subcommands that come baked in to the kubectl command.  The first is the resize command.  This command allows you to scale the number of running containers being managed by Kubernetes up or down on the fly.  Obviously this can be really powerful!  The syntax is pretty straight forward and below I have an example listed.

kubectl resize –current-replicas=6 –replicas=0 rc test-rc

The –current-replicas argument is optional, the –replicas defines the *desired* number of replicas to have runing, rc specifies this is a replication controller, and finally, test-rc is the name of the replication controller to scale.   After you scale your replication controller you can check out the status quickly via the following command.

kubectl get pod

Another handy tool to have when working with Kubernetes is the ability to deploy new images as a rolling update.

 kubectl rollingupdate test-rc -f test-rc-2.yml –update-period=”10s”

The rollingupdate command takes a few arguments.  The first is the name of the current replication controller that you would like to update.  The second is to replace it with the yml file of the new replication controller and the third optional argument is the –update-period, which allows a user to override the default time that it takes to spin up a new container and spin down an old.

Below is an example of what your test-rc-2.yml file may look like.

kind: ReplicationController
apiVersion: v1beta1
id: test-rc-2
namespace: default
desiredState:
 replicas: 1
 replicaSelector:
   name: test-rc
   version: v2
 podTemplate:
 labels:
   name: test-rc
   version: v2
 desiredState:
 manifest:
 version: v1beta1
 id: test-rc
 containers:
   - name: test-image
   image: test/test:new-tag
   imagePullPolicy: PullAlways
 ports:
   - name: test-port
   containerPort: 8080

There are a few important things to notice.  The first is that the id must be unique, it can’t be a name that is already in use by another replication controller.  All of the label names should remain the same except for the version.  The version is used to signify the new replication controller is a running a new docker image.  The version number should be unique, which will help keep track of which image version is running.

Another thing to note.  If your original replication controller did not contain a unique key (like version) then you will need to update the original replication controller first, adding a unique key, before attempting to run the rolling update.

If both replication controllers don’t have the same format you will get an error similar to this.

test-rc.yml must specify a matching key with non-equal value in Selector for <selector name>

So that’s pretty much it for now.  I will revisit this post again in the future as new flags and subcommands are added to kubectl for managing and updating replication controllers.  I also plan on writing a few more posts about other aspects and areas of kubectl and running Kubernetes, so please check back soon!

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Add environment variable file to fig

If you haven’t heard of fig and are using Docker, you need to check it out.  Basically Fig is a tool that allows users to quickly create development environments using Docker.  Fig alleviates the complexity and tediousness of having to manually bring containers up and down, stitch them together and basically orchestrate a Docker environment.  On top of this, Fig offers some other cool functionality, for example, the ability to scale up applications.  I am excited to see what happens with the project because it was recently merged in to the Docker project.  My guess is that there will be many new features and additions to either Docker if Fig gets rolled in to the Docker core project.  For now, you can check out Fig here if you haven’t heard of it and are interested in learning more.

One issue that I have run in to is that there is currently not a great way to handle a large number of environment variables in fig.  In Docker there is an option that allows a user to pass in an environment variable file with the –env file <filename> flag.  To do the same with Fig in its current form, you are forced to list out each individual environment variable in your configuration which can quickly become tedious and confusing.

There is a PR out for adding in the ability to pass an environment variable file in to fig via the env-file option in a fig.yml file.  This approach to me is much easier than adding each environmental variable separately to the configuration with the environment option as well as having to update the fig.yml configuration if any of the values ever change.  I know that functionality like this will get merged eventually but until then I have been using the PR as a workaround to solve this issue, I think that this is also a good opportunity to show people how to get a project working manually with custom changes.  Luckily the fix isn’t difficult.

This post will assume that you have git, python and pip installed.  If you don’t have these tools installed go ahead and get that done.  The first step is to clone the fig project on github on to your local machine, see above for the link to the PR.

git clone [email protected]:docker/fig.git

Jump in to the fig project you just cloned and edit the service.py file.  This is the file that handles the processing of environment variables.  There are a few sections that need to be updated in the config.  Check the PR to be sure, but at the time of the writing, the following code should be added.

Line 55

- supported_options = DOCKER_CONFIG_KEYS + ['build', 'expose']
+ supported_options = DOCKER_CONFIG_KEYS + ['build', 'expose', 'env-file']

Line 318

+ def _get_environment(self):
+ env = {}
+
+ if 'env-file' in self.options:
+ env = env_vars_from_file(self.options['env-file'])
+
+ if 'environment' in self.options:
+ if isinstance(self.options['environment'], list):
+ env.update(dict(split_env(e) for e in self.options['environment']))
+ else:
+ env.update(self.options['environment'])
+
+ return dict(resolve_env(k, v) for k, v in env.iteritems())
+

LIne 352

- if 'environment' in container_options:
- if isinstance(container_options['environment'], list):
- container_options['environment'] = dict(split_env(e) for e in container_options['environment'])
- container_options['environment'] = dict(resolve_env(k, v) for k, v in container_options['environment'].iteritems())
+ container_options['environment'] = self._get_environment()

Line 518

+
+
+def env_vars_from_file(filename):
+ """
+ Read in a line delimited file of environment variables.
+ """
+ env = {}
+ for line in open(filename, 'r'):
+ line = line.strip()
+ if line and not line.startswith('#') and '=' in line:
+ k, v = line.split('=', 1)
+ env[k] = v
+ return env

That should be it.  Now you should be able to install fig with the new changes.  Make sure you are in the root fig directory that contains the setup.py file.

sudo python setup.py develop

Now you should be able to edit your fig.yml file to reflect the changes that have been added to fig via env-file.  Here is what a sample configuration might look like.

testcontainer:
 image: username/testcontainer
 ports:
 - "8080:8080"
 links:
 - "mongodb:mongodb"
 env-file: "/home/username/test_vars"

Notice that nothing else changed.  But instead of having to list out environment variables one at a time we can simply read in a file.  I have found this to be very useful for my workflow, I hope others can either adapt this or use this as well.  I have a feeling this will get merged in to fig at some point but for now this workaround works.

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boot2docker

Introduction to boot2docker

If you work on a Mac (or Windows) and use Docker then you probably have heard of boot2docker.  If you haven’t heard of it before, boot2docker is basically a super lightweight Linux VM that is designed to run Docker containers.  Unfortunately there is no support (yet) in Mac OS X or Windows kernels for running Docker natively so this lightweight VM must be used as an intermediary layer that allows the host Operating Systems to communicate with the Docker daemon running inside the VM.  This solution really is not that limiting once you get introduced to and become comfortable with boot2docker and how to work around some of the current limitations.

Because Docker itself is such a new piece of software, the ecosystem and surrounding environment is still expanding and growing rapidly.  As such, the tooling has not had a great deal of time to mature.  So with pretty much anything that’s new, especially in the software and Open Source world, there are definitely some nuances and some things to be aware of when working with boot2docker.

That being said, the boot2docker project bridges a gap and does a great job of bringing Docker to an otherwise incompatible platform as well as making it easy to use across platforms, which especially useful for furthering the adoption of Docker among Mac and Windows users.

When getting started with boot2docker, it is important to note that there are a few different things going on under the hood.

Components

The first component is VirtualBox.  If you are familiar with virtual machines, there’s pretty much nothing new here.  It is the underpinning of running the VM and is a common tool for creating and managing VM’s.  One important note here about VBox.  This is currently the key to make volume sharing work with boot2docker to allow a user to pass local directories and files in to containers using its shared folder implementation.  Unfortunately it has been pretty well documented that vboxsf (shared folders) have not great performance when compared to other solutions.  This is something that the boot2docker team is aware of and working on for future reference.  I have a workaround that I will outline below if anyone happens to hit some of these performance issues.

The next component is the VM.  This is a super light weight image based on Tiny Core Linux and the 3.16.4 Linux kernel with AUFS to leverage Docker.  Other than that there is pretty much nothing else to it.  The TCL image is about 27MB and boots up in about 5 seconds, making it very fast, which is nice to get going with quickly.  There are instructions on the boot2docker site for creating custom .iso’s if you are interested as well if you are’t interested in building your own customized TCL.

The final component is called boot2docker-cli, which is normally referred to as the management tool.  This tools does a lot of the magic to get your host talking to the VM with minimal interaction.  It is basically the glue or the duct tape that allows users to pass commands from a local shell in to the container and get Docker to do stuff.

Installation

It is pretty dead simple to get boot2docker set up and configured.  You can download everything in one shot from the links on their site http://boot2docker.io or you can install manually on OSX with brew and a few other tools.  I highly recommend the packaged installer, it is very straight forward and easy to follow and there is a good video depiction of the process on the boot2docker site.

If you choose to install everything with brew you can use the following commands as a reference.  Obviously it will be assumed that brew is already installed and set up on your OSX system.  The first step is to install boot2docker.

brew install boot2docker

You might need to install Virtualbox separately using this method, depending on whether or not you already have a good version of Virtualbox to use with boot2docker.

The following commands will assume you are starting from scratch and do not have VBox installed.

brew update
brew tap phinze/homebrew-cask
brew install brew-cask
brew cask install virtualbox

That is pretty much it for installation.

Usage

The boot2docker CLI is pretty straight forward to use.  There are a bunch of commands to help users interface with the boot2docker VM from the command line.  The most basic and simple usage to initialize and create a vanilla boot2docker VM can be done with the following command.

boot2docker init

This will pull down the correct image and get the environment set up.  Once the VM has been created (see the tricks sections for a bit of customization) you are ready to bring up the VM.

boot2docker start

This command will simply start up the boot2docker VM and run some behind the scenes  tasks to help make using the VM seamless.  Sometimes you will be asked to set ENV variables here, just go ahead and follow the instructions to add them.

There are a few other nice commands that help you interact with the boot2docker VM.  For example if you are having trouble communicating with the VM you can run the ip command to gather network information.

boot2docker ip

If the VM somehow gets shut off or you cannot access it you can check its status.

boot2docker status

Finally there is a nice help command that serves as a good guide for interacting with the VM in various ways.

boot2docker help

The commands listed in this section will for the most part cover 90% of interaction and usage of the boot2docker VM.   There is a little bit of advanced usage with the cli covered below in the tricks section.

Tricks

You can actually modify some of the default the behavior of your boot2docker VM by altering some of the underlying boot2docker configurations.  For example, boot2docker will look in $HOME/.boot2docker/profile for any custom settings you may have.  If you want to change any network settings, adjust memory or cpu or a number of settings, you would simply change the profile to reflect the updated changes.

You can also override the defaults when you create your boot2docker VM by passing some arguments in.  If you want to change the memory or disk size by default, you would run something like

boot2docker init --memory=4096 --disksize=60000

Notice the –disksize=60000.  Docker likes to take up a lot of disk space for some of its operations, so if you can afford to, I would very highly recommending that you adjust the default disk size for the VM to avoid any strange running out of disk issues.  Most Macbooks or Windows machines have plenty of extra resources and big disks so usually there isn’t a good reason to not leverage the extra horsepower for your VM.

Troubleshooting

One very useful command for gathering information about your boot2docker environment is the boot2docker config command.  This command will give you all the basic information about the running config.  This can be very valuable when you are trying to troubleshoot different types of errors.

If you are familiar with boot2docker already you might have noticed that it isn’t a perfect solution and there are some weird quirks and nuances.  For example, if you put your host machine to sleep while the boot2docker VM is still running and then attempt to run things in Docker you may get some quirky results or things just won’t work.  This is due to the time skew that occurs when you put the machine to sleep and wake it up again, you can check the github issue for details.  You can quickly check if the boot2docker VM is out of sync with this command.

date -u; boot2docker ssh date -u

If you notice that the times don’t match up then you know to update your time settings.  The best fix for now that I have found for now is to basically reset the time settings by wrapping the following commands in to a script.

#!/bin/sh
 
# Fix NTP/Time
boot2docker ssh -- sudo killall -9 ntpd
boot2docker ssh -- sudo ntpclient -s -h pool.ntp.org
boot2docker ssh -- sudo ntpd -p pool.ntp.org

For about 95% of the time skew issues you can simply run sudo ntpclient -s -h pool.ntp.org to take care of the issue.

Another interesting boot2docker oddity is that sometimes you will not be able to connect to the Docker daemon or will sometimes receive other strange errors.  Usually this indicates that the environment variables that get set by boot2docker have disappeared,  if you close your terminal window or something similar for example.  Both of the following errors indicate the issue.

dial unix /var/run/docker.sock: no such file or directory

or

Cannot connect to the Docker daemon. Is 'docker -d' running on this host?

The solution is to either add the ENV variables back in to the terminal session by hand or just as easily modify your bashrc config file to read the values in when the terminal loads up.  Here are the variables that need to be reset, or appended to your bashrc.

export DOCKER_CERT_PATH=/Users/jmreicha/.boot2docker/certs/boot2docker-vm
export DOCKER_TLS_VERIFY=1
export DOCKER_HOST=tcp://192.168.59.103:2376

Assuming your boot2docker VM has an address of 192.168.59.103 and a port of 2376 for communication.

Shared folders

This has been my biggest gripe so far with boot2docker as I’m sure it has been for others as well.  Mostly I am upset that vboxsf are horrible and in all fairness the boot2docker people have been awesome getting this far to get things working with vboxsf as of release 1.3.  Another caveat to note if you aren’t aware is that currently, if you pass volumes to docker with “-v”, the directory you share must be located within the “/Users” directory on OSX.  Obviously not a huge issue but something to be aware if you happen to have problems with volume sharing.

The main issue with vboxsf is that it does not do any sort of caching sort of caching so when you are attempting to share a large amount of small files (big git repo’s) or anything that is filesystem read heavy (grunt) performance becomes a factor.  I have been exploring different workarounds because of this limitation but have not found very many that I could convince our developers to use.  Others have had luck by creating a container that runs SMB or have been able to share a host directory in to the boot2docker vm with sshfs but I have not had great success with these options.  If anybody has these working please let me know I’d love to see how to get them working.

The best solution I have come up with so far is using vagrant with a customized version of boot2docker with NFS support enabled, which has very little “hacking” to get working which is nice.  And a good enough selling point for me is the speed increase by using NFS instead of vboxsf, it’s pretty staggering actually.

This is the project that I have been using https://vagrantcloud.com/yungsang/boxes/boot2docker.  Thanks to @yungsang for putting this project together.  Basically it uses a custom vagrant-box based off of the boot2docker iso to accomplish its folder sharing with the awesome customization that Vagrant provides.

To get this workaround to work, grab the vagrantfile from the link provided above and put that in to the location you would like to run Vagrant from.  The magic sauce in the volume sharing is in this line.

onfig.vm.synced_folder ".", "/vagrant", type: "nfs"

Which tells Vagrant to share your current directory in to the boot2docker VM in the /vagrant directory, using NFS.  I would suggest modifying the default CPU and memory as well if your machine is beefy enough.

v.cpus = 4
v.memory = 4096

After you make your adjustments, you just need to spin up the yungsang version of boot2docker and jump in to the VM.

vagrant up
vagrant ssh

From within the VM you can run your docker commands just like you normally would.  Ports get forwarded through to your local machine like magic and everybody is happy.

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