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394 changes: 394 additions & 0 deletions content/develop/clients/redis-py/failover.md
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---
categories:
- docs
- develop
- stack
- oss
- rs
- rc
- oss
- kubernetes
- clients
description: Improve reliability using the failover/failback features of redis-py.
linkTitle: Failover/failback
title: Failover and failback
weight: 65
bannerText: This feature is currently in preview and may be subject to change.
---

redis-py supports [failover and failback](https://en.wikipedia.org/wiki/Failover)
to improve the availability of connections to Redis databases. This page explains
the concepts and describes how to configure redis-py for failover and failback.

## Concepts

You may have several [Active-Active databases]({{< relref "/operate/rs/databases/active-active" >}})
or independent Redis servers that are all suitable to serve your app.
Typically, you would prefer to use some database endpoints over others for a particular
instance of your app (perhaps the ones that are closest geographically to the app server
to reduce network latency). However, if the best endpoint is not available due
to a failure, it is generally better to switch to another, suboptimal endpoint
than to let the app fail completely.

*Failover* is the technique of actively checking for connection failures or
unacceptably slow connections and automatically switching to the best available endpoint
when they occur. This requires you to specify a list of endpoints to try, ordered by priority. The diagram below shows this process:

{{< image filename="images/failover/failover-client-reconnect.svg" alt="Failover and client reconnection" >}}

The complementary technique of *failback* then involves periodically checking the health
of all endpoints that have failed. If any endpoints recover, the failback mechanism
automatically switches the connection to the one with the highest priority.
This could potentially be repeated until the optimal endpoint is available again.

{{< image filename="images/failover/failover-client-failback.svg" alt="Failback: client switches back to original server" width="75%" >}}

### Detecting connection problems

redis-py detects connection problems using a
[circuit breaker design pattern](https://en.wikipedia.org/wiki/Circuit_breaker_design_pattern).

The circuit breaker is a software component that tracks the sequence of recent
Redis connection attempts and commands, recording which ones have succeeded and
which have failed.
(Note that many command failures are caused by transient errors such as timeouts,
so before recording a failure, the first response should usually be just to retry
the command a few times.)

The status of the attempted command calls is kept in a "sliding window", which
is simply a buffer where the least recent item is dropped as each new
one is added. The buffer can be configured to have a fixed number of failures and/or a failure ratio (specified as a percentage), both based on a time window.

{{< image filename="images/failover/failover-sliding-window.svg" alt="Sliding window of recent connection attempts" >}}

When the number of failures in the window exceeds a configured
threshold, the circuit breaker declares the server to be unhealthy and triggers
a failover.

### Selecting a failover target

Since you may have multiple Redis servers available to fail over to, redis-py
lets you configure a list of endpoints to try, ordered by priority or
"weight". When a failover is triggered, redis-py selects the highest-weighted
endpoint that is still healthy and uses it for the temporary connection.

### Health checks

Given that the original endpoint had some geographical or other advantage
over the failover target, you will generally want to fail back to it as soon
as it recovers. In the meantime, another server might recover that is
still better than the current failover target, so it might be worth
failing back to that server even if it is not optimal.

redis-py periodically runs a "health check" on each server to see if it has recovered.
The health check can be as simple as
sending a Redis [`PING`]({{< relref "/commands/ping" >}}) command and ensuring
that it gives the expected response.

You can also configure redis-py to run health checks on the current target
server during periods of inactivity, even if no failover has occurred. This can
help to detect problems even if your app is not actively using the server.

## Failover configuration

The example below shows a simple case with a list of two servers,
`redis-east` and `redis-west`, where `redis-east` is the preferred
target. If `redis-east` fails, redis-py should fail over to
`redis-west`.

Supply the weighted endpoints using a list of `DatabaseConfig` objects.
Use the `weight` option to order the endpoints, with the highest
weight being tried first. Then, use the list to create a `MultiDbConfig` object,
which you can pass to the `MultiDBClient` constructor to create the client.
`MultiDBClient` implements the usual Redis commands using an internal
`RedisClient` instance, but will also handle the connection management and failover transparently.

```py
from redis.multidb.client import MultiDBClient
from redis.multidb.config import MultiDbConfig, DatabaseConfig

db_configs = [
DatabaseConfig(
client_kwargs={"host": "redis-east.example.com", "port": "14000"},
weight=1.0
),
DatabaseConfig(
client_kwargs={"host": "redis-west.example.com", "port": "14000"},
weight=0.5
),
]

cfg = MultiDbConfig(databases_config=db_configs)
client = MultiDBClient(cfg)
```

### Endpoint configuration

The `DatabaseConfig` class provides several options to configure each endpoint, as
described in the table below. Supply the configurations for the whole set of
endpoints by passing a list of `DatabaseConfig` objects to the `MultiDbConfig`
constructor in the `databases_config` parameter.

| Option | Description |
| --- | --- |
| `client_kwargs` | Keyword parameters to pass to the internal client constructor for this endpoint. Use it to specify the host, port, username, password, and other connection parameters (see [Connect to the server]({{< relref "/develop/clients/redis-py/connect" >}}) for more information). This is especially useful if you are using a custom client class (see [Client configuration](#client-configuration) below for more information). |
| `from_url` | Redis URL to connect to this endpoint, as an alternative to passing the host and port in `client_kwargs`. |
| `from_pool` | A `ConnectionPool` to supply the endpoint connection (see [Connect with a connection pool]({{< relref "/develop/clients/redis-py/connect#connect-with-a-connection-pool" >}}) for more information) |
| `weight` | Priority of the endpoint, with higher values being tried first. Default is `1.0`. |
| `grace_period` | Duration in seconds to keep an unhealthy endpoint disabled before attempting a failback. Default is `60` seconds. |
| `health_check_url` | URL for health checks that use the database's REST API (see [`LagAwareHealthCheck`](#lag-aware-health-check) for more information). |

### Client configuration

`MultiDbConfig` provides the `client_class` option to specify the class of the internal client to use for each endpoint. The default is the basic `redis.Redis` client, but
you could, for example, replace this with `redis.asyncio.client.Redis` for an asynchronous basic client, or with `redis.cluster.RedisCluster`/`redis.asyncio.cluster.RedisCluster` for a cluster client. Use the `client_kwargs` option of `DatabaseConfig` to supply any extra parameters required by the client class (see [Endpoint configuration](#endpoint-configuration) above for more information).

```py
cfg = MultiDbConfig(
...
client_class=redis.asyncio.client.Redis,
...
)
```

### Retry configuration

`MultiDbConfig` provides the `command_retry` option to configure retries for failed commands. This follows the usual approach to configuring retries used with a standard
`RedisClient` connection (see [Retries]({{< relref "/develop/clients/redis-py/produsage#retries" >}}) for more information).

```py
cfg = MultiDbConfig(
...
# Retry failed commands up to three times using exponential backoff
# with jitter between attempts.
command_retry=Retry(
retries=3,
backoff=ExponentialWithJitterBackoff(base=1, cap=10),
),
...
)
```

### Health check configuration

Each health check consists of one or more separate "probes", each of which is a simple
test (such as a [`PING`]({{< relref "/commands/ping" >}}) command) to determine if the database is available. The results of the separate probes are combined
using a configurable policy to determine if the database is healthy. `MultiDbConfig` provides the following options to configure the health check behavior:

| Option | Description |
| --- | --- |
| `health_check_interval` | Time interval between successive health checks (each of which may consist of multiple probes). Default is `5` seconds. |
| `health_check_probes` | Number of separate probes performed during each health check. Default is `3`. |
| `health_check_probes_delay` | Delay between probes during a health check. Default is `0.5` seconds. |
| `health_check_policy` | `HealthCheckPolicies` enum value to specify the policy for determining database health from the separate probes of a health check. The options are `HealthCheckPolicies.ALL` (all probes must succeed), `HealthCheckPolicies.ANY` (at least one probe must succeed), and `HealthCheckPolicies.MAJORITY` (more than half the probes must succeed). The default policy is `HealthCheckPolicies.MAJORITY`. |
| `health_check` | Custom list of `HealthCheck` objects to specify how to perform each probe during a health check. This defaults to just the simple [`PingHealthCheck`](#pinghealthcheck-default). |

### Circuit breaker configuration

`MultiDbConfig` gives you several options to configure the circuit breaker:

| Option | Description |
| --- | --- |
| `failures_detection_window` | Duration in seconds to keep failures and successes in the sliding window. Default is `2` seconds. |
| `min_num_failures` | Minimum number of failures that must occur to trigger a failover. Default is `1000`. |
| `failure_rate_threshold` | Fraction of failed commands required to trigger a failover. Default is `0.1` (10%). |

### General failover configuration

There are also a few other options you can pass to the `MultiDbConfig` constructor to control the failover behavior:

| Option | Description |
| --- | --- |
| `failover_attempts` | Number of attempts to fail over to a new endpoint before giving up. Default is `10`. |
| `failover_delay` | Time interval between successive failover attempts. Default is `12` seconds. |
| `auto_fallback_interval` | Time interval between automatic failback attempts. Default is `30` seconds. |

## Health check strategies

There are several strategies available for health checks that you can configure using the
`MultiClusterClientConfig` builder. The sections below explain these strategies
in more detail.

### `PingHealthCheck` (default)

The default strategy, `PingHealthCheck`, periodically sends a Redis
[`PING`]({{< relref "/commands/ping" >}}) command
and checks that it gives the expected response. Any unexpected response
or exception indicates an unhealthy server. Although `PingHealthCheck` is
very simple, it is a good basic approach for most Redis deployments.

### `LagAwareHealthCheck` (Redis Enterprise only) {#lag-aware-health-check}

`LagAwareHealthCheck` is designed specifically for
Redis Enterprise [Active-Active]({{< relref "/operate/rs/databases/active-active" >}})
deployments. It determines the health of the server by using the
[REST API]({{< relref "/operate/rs/references/rest-api" >}}) to check the
synchronization lag between a specific database and the others in the Active-Active
setup. If the lag is within a specified tolerance, the server is considered healthy.

`LagAwareHealthCheck` uses the `health_check_url` value for the endpoint
to connect to the database's REST API, so you must specify this in
the `DatabaseConfig` for each endpoint:

```py
db_configs = [
DatabaseConfig(
client_kwargs={"host": "redis-east.example.com", "port": "14000"},
weight=1.0,
health_check_url="https://health.redis-east.example.com"
),
DatabaseConfig(
client_kwargs={"host": "redis-west.example.com", "port": "14000"},
weight=0.5,
health_check_url="https://health.redis-west.example.com"
),
]
```

You must also add a `LagAwareHealthCheck` instance to the `health_check` list in
the `MultiDbConfig` constructor:

```py
cfg = MultiDbConfig(
databases_config=db_configs,
health_check=[LagAwareHealthCheck(
rest_api_port=9443,
lag_aware_tolerance=100, # ms
verify_tls=True,
# auth_basic=("user", "pass"),
# ca_file="/path/ca.pem",
# client_cert_file="/path/cert.pem",
# client_key_file="/path/key.pem",
)],
...
)

client = MultiDBClient(cfg)
```

The `LagAwareHealthCheck` constructor accepts the following options:

| Option | Description |
| --- | --- |
| `rest_api_port` | Port number for Redis Enterprise REST API (default is 9443). |
| `lag_aware_tolerance` | Tolerable synchronization lag between databases in milliseconds (default is 100ms). |
| `timeout` | REST API request timeout in seconds (default is 30 seconds). |
| `auth_basic` | Tuple of (username, password) for basic authentication. |
| `verify_tls` | Whether to verify TLS certificates (defaults to `True`). |
| `ca_file` | Path to CA certificate file for TLS verification. |
| `ca_path` | Path to CA certificates directory for TLS verification. |
| `ca_data` | CA certificate data as string or bytes. |
| `client_cert_file` | Path to client certificate file for mutual TLS. |
| `client_key_file` | Path to client private key file for mutual TLS. |
| `client_key_password` | Password for encrypted client private key |

### Custom health check strategy

You can supply your own custom health check strategy by
deriving a new class from the `AbstractHealthCheck` class.
For example, you might use this to integrate with external monitoring tools or
to implement checks that are specific to your application. Add an
instance of your custom class to the `health_check` list in
the `MultiDbConfig` constructor, as with [`LagAwareHealthCheck`](#lag-aware-health-check).

The example below
shows a simple custom strategy that sends a Redis [`ECHO`]({{< relref "/commands/echo" >}})
command and checks for the expected response.

```py
from redis.multidb.healthcheck import AbstractHealthCheck
from redis.retry import Retry
from redis.utils import dummy_fail

class EchoHealthCheck(AbstractHealthCheck):
def __init__(self, retry: Retry):
super().__init__(retry=retry)
def check_health(self, database) -> bool:
return self._retry.call_with_retry(
lambda: self._returns_echo(database),
lambda _: dummy_fail()
)
def _returns_echo(self, database) -> bool:
expected_message = ["Yodel-Ay-Ee-Oooo!", b"Yodel-Ay-Ee-Oooo!"]
actual_message = database.client.execute_command("ECHO", "Yodel-Ay-Ee-Oooo!")
return actual_message in expected_message

cfg = MultiDbConfig(
...
health_check=[EchoHealthCheck(retry=Retry(retries=3))],
...
)

client = MultiDBClient(cfg)
```

## Managing databases at runtime

Although you will typically configure all databases during the
initial connection, you can also modify the configuration at runtime.
You can add and remove database endpoints, update their weights,
and manually set the active database rather than waiting for the
failback mechanism:

```py
from redis.multidb.client import MultiDBClient
from redis.multidb.config import MultiDbConfig, DatabaseConfig
from redis.multidb.database import Database
from redis.multidb.circuit import PBCircuitBreakerAdapter
import pybreaker
from redis import Redis

cfg = MultiDbConfig(
databases_config = [
DatabaseConfig(
client_kwargs={"host": "redis-east.example.com", "port": "14000"},
weight=1.0
),
DatabaseConfig(
client_kwargs={"host": "redis-west.example.com", "port": "14000"},
weight=0.5
),
]
)
client = MultiDBClient(cfg)

# Add a database programmatically.
other = Database(
client=Redis.from_url("redis://redis-south.example.com/0"),
circuit=PBCircuitBreakerAdapter(pybreaker.CircuitBreaker(reset_timeout=5.0)),
weight=0.5,
health_check_url=None,
)
client.add_database(other)

# Update the new database's weight.
client.update_database_weight(other, 0.9)

# Manually set it as the active database.
client.set_active_database(other)

# Remove the database from the failover set.
client.remove_database(other)
```

## Troubleshooting

This section lists some common problems and their solutions.

### Excessive or constant health check failures

If all health checks fail, you should first rule out authentication
problems with the Redis server and also make sure there are no persistent
network connectivity problems. If you are using
[`LagAwareHealthCheck`](#lag-aware-health-check), check that the `health_check_url`
is set correctly for each endpoint. You can also try increasing the timeout
for health checks and the interval between them. See
[Health check configuration](#health-check-configuration) and
[Endpoint configuration](#endpoint-configuration) for more information about these options.

### Slow failback after recovery

If failback is too slow after a server recovers, you can try
reducing the `health_check_interval` period and also reducing the `grace_period`
before failback is attempted (see [Health check configuration](#health-check-configuration)
for more information about these options).