Software Fencing for Non-SCSI Shared Storage

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Solution Overview

Problem

Existing cluster systems face challenges in maintaining data integrity and high availability due to split-brain and amnesia conditions, particularly when using non-SCSI compliant storage devices like SATA and SSD, which lack SCSI-2 or SCSI-3 reservation features, making it difficult to implement effective fencing and quorum strategies.

Innovation Solution

A system and method that employs a polling thread on each node to monitor registration keys on a shared storage device, halting nodes that are no longer part of the cluster and using a cluster membership agent to manage node access, thereby providing fencing and quorum features independently of storage device hardware or firmware, allowing use of less-expensive storage devices like SATA and SSD.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If SCSI-2 or SCSI-3 reservation features are used for fencing, then data integrity is protected, but compatibility with non-SCSI compliant storage devices (SATA, SSD) is lost

Engineering Contradiction:
Improvedata integrityVSAvoidstorage device compatibility
Core Design Contradiction:
ReliabilityVSAdaptability or versatility

Solution Approach 1:

The patent replaces the hardware-based SCSI reservation mechanism with a software-based fencing approach. Instead of relying on storage device hardware features, the system uses software processes to monitor registration keys and control node access to shared storage, enabling fencing functionality on non-SCSI compliant devices.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The invention creates a universal fencing mechanism that works across different storage device types (SCSI, SATA, SSD) by abstracting the fencing logic into software. The registration key-based system provides multi-functional capability to protect data integrity regardless of the underlying storage hardware.

Inventive Principle:
Principle #6Universality (Multi-functionality)

2Reliability

If SCSI reservation system is used, then fencing is achieved, but device complexity increases due to hardware/firmware dependencies

Engineering Contradiction:
Improvefencing capabilityVSAvoidhardware/firmware dependency
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The patent eliminates dependency on storage device hardware/firmware by implementing fencing purely in software. The system uses polling threads that read registration keys from shared storage to determine node access rights, removing the need for complex hardware reservation mechanisms.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The invention uses simple registration keys stored in shared storage as a lightweight fencing mechanism instead of complex hardware reservation systems. These software-based keys are easily created, modified, and removed, providing a simple and maintainable fencing solution.

Inventive Principle:
Principle #27Cheap short-living objects (Disposable)

3Reliability

If quorum strategy is implemented, then high availability is improved, but vulnerability to hardware changes increases

Engineering Contradiction:
Improvehigh availabilityVSAvoidhardware/firmware changes
Core Design Contradiction:
ReliabilityVSObject-affected harmful factors

Solution Approach 1:

The patent makes the quorum strategy independent of storage hardware by implementing it through software-based registration key management. The quorum decision logic operates in software, reading and writing registration keys to shared storage, thereby eliminating vulnerability to hardware or firmware changes.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Data Source

PatentUS8417899B2System and method for controlling access to shared storage device
Publication Date: 2013.04.09 ORACLE AMERICAN INC
  • US8417899B2 patent drawing
  • US8417899B2 patent drawing
  • US8417899B2 patent drawing

AI summary

A system and method for controlling access to a shared storage device in a computing cluster having at least two nodes configured as cluster members provide fencing and quorum features without using the device controller hardware/firmware so fencing can be provided with storage devices that do not support disk reservation operations, such as with non-SCSI compliant disks. A polling thread on each node periodically reads a designated storage space on the shared storage device at a polling interval to determine if its corresponding node registration key is present, and halts the node if the key has been removed. A cluster membership agent removes a corresponding node registration key from the designated storage space of the shared storage device and publishes new membership information indicating that the corresponding node has departed the cluster only after delaying for a time period greater than the polling interval.