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109 changes: 96 additions & 13 deletions doc/ingest/api/index.rst
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.. note::

Information in this guide corresponds to the version **38** of the Qserv REST API. Keep in mind
that each implementation of the API has a specific version. The version number will change
if any changes to the implementation or the API that might affect users will be made.
The current document will be kept updated to reflect the latest version of the API.

#####################################
The Ingest Workflow Developer's Guide
#####################################

TBC
.. toctree::
:maxdepth: 4

reference/index

Introduction
============

This document presents an API that is available in Qserv for constructing the data ingest applications (also mentioned
in the document as *ingest workflows*). The API is designed to provide a high-performance and reliable mechanism for
ingesting large quantities of data where the high performance or reliability of the ingests is at stake.
The document is intended to be a practical guide for the developers who are building those applications.
It provides a high-level overview of the API, its main components, and the typical workflows that can be built using the API.

At the very high level, the Qserv Ingest system is comprised of:

- The REST server that is integrated into the Master Replication Controller. The server provides a collection
of services for managing metadata and states of the new catalogs to be ingested. The server also coordinates
its own operations with Qserv itself and the Qserv Replication System to prevent interferences with those
and minimize failures during catalog ingest activities.
- The Data Ingest services run at each Qserv worker alongside the Replication System's worker services.
The role of these services is to actually ingest the client's data into the corresponding MySQL tables.
The services would also do an additional (albeit, minimal) preprocessing and data transformation (where or when needed)
before ingesting the input data into MySQL. Each worker server also includes its own REST server for processing
the "by reference" ingest requests as well as various metadata requests in the scope of the workers.

Implementation-wise, the Ingest System heavily relies on services and functions of the Replication System including
the Replication System's Controller Framework, various (including the Configuration) services, and the worker-side
server infrastructure of the Replication System.

Client workflows interact with the system's services via open interfaces (based on the HTTP protocol, REST services,
JSON data format, etc.) and use ready-to-use tools to fulfill their goals of ingesting catalogs.

Here is a brief summary of the Qserv Ingest System's features:

- It introduces the well-defined states and semantics into the ingest process. With that, a process of ingesting a new catalog
now has to go through a sequence of specific steps maintaining a progressive state of the catalog within Qserv
while it's being ingested. The state transitions and the corresponding enforcements made by the system would
always ensure that the catalog would be in a consistent state during each step of the process.
Altogether, this model increases the robustness of the process, and it also makes it more efficient.

- To facilitate and implement the above-mentioned state transitions the new system introduces a distributed
*tagging* and *checkpointing* mechanism called *super-transactions*. The transactions allow for incremental
updates of the overall state of the data and metadata while allowing to safely roll back to a prior consistent
state should any problem occur during data loading within such transactions.

- The data tagging capability of the transactions can be also used by the ingest workflows and by
the Qserv administrators for bookkeeping of the ingest activities and for the quality control of
the ingested catalogs.

- In its very foundation, the system has been designed for constructing high-performance and parallel ingest
workflows w/o compromising the consistency of the ingested catalogs.

- For the actual data loading, the system offers a few options, inluding pushing data into Qserv directly
via a proprietary binary protocol, HTTP streaming, or ingesting contributions "by reference". In the latter
case, the input data (so called *contributions*) will be pulled by the worker services from remote locations
as instructed by the ingest workflows. The presently supported sources include the object stores (via the HTTP/HTTPS
protocols) and the locally mounted distributed filesystems (via the POSIX protocol). (**TODO**: See Ingesting files directly from
workers for further details).

- The data loading services also collect various information on the ongoing status of the ingest activities,
abnormal conditions that may occur during reading, interpreting, or loading the data into Qserv, as well
as the metadata for the data that is loaded. The information is retained within the persistent
state of the Replication/Ingest System for the monitoring and debugging purposes. A feedback is provided
to the workflows on various aspects of the ingest activities. The feedback is useful for the workflows to adjust their
behavior and to ensure the quality of the data being ingested.

- To get further info on this subject, see the sections Error reporting (**TODO**) and Using MySQL warnings (**TODO**).
In addition, the API provides REST services for obtaining metadata on the state of catalogs, tables, distributed
transactions, contribution requests, the progress of the requested operations, etc.

**What the Ingest System does NOT do**:

- As per its current implementation (which may change in the future) it does not automatically partition
input files. This task is expected to be a responsibility of the ingest workflows. The only data format
is is presently supported for the table payload are ``CSV`` and ``JSON`` (primarily for ingesting
user-generated data products as explained in :ref:`http-frontend-ingest`).

- It does not (with an exception of adding an extra leading column ``qserv_trans_id`` required by
the implementation of the previously mentioned *super-transactions*) pre-process the input ``CSV``
payload sent to the Ingest Data Servers by the workflows for loading into tables.
It's up to the workflows to sanitize the input data and to make them ready to be ingested into Qserv.

.. list-table:: Title
:widths: 25 25 50
:header-rows: 1
More information on the requirements and the low-level technical details of its implementation (unless it's
needed for the purposes of this document's goals) can be found elsewhere.

* - Heading row 1, column 1
- Heading row 1, column 2
- Heading row 1, column 3
* - Row 1, column 1
-
- Row 1, column 3
* - Row 2, column 1
- Row 2, column 2
- Row 2, column 3
It's recommended to read the document sequentially. Most ideas presented in the document are introduced in
a section "An example of a simple workflow" (**TODO**: add a link to the section). The section is followed
by a few more sections covering advanced topics (**TODO**: add a link to the section).
The :ref:`ingest-api-reference` section at the very end of the document should be used to find complete
descriptions of the REST services and tools mentioned in the document.
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.. _ingest-api-reference:

######################
Ingest API Reference
######################

.. toctree::
:maxdepth: 4

rest/index
tools
253 changes: 253 additions & 0 deletions doc/ingest/api/reference/rest/controller/config.rst
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.. _ingest-config:

Configuring parameters of the ingests
=====================================

.. _ingest-config-set:

Setting configuration parameters
--------------------------------

Parameters are set for a database (regardless of the *published* status) using the following service:

.. list-table::
:widths: 10 90
:header-rows: 0

* - ``PUT``
- ``/ingest/config``

The request object has the following schema:

.. code-block::
{ "database" : <string>,
"SSL_VERIFYHOST" : <number>,
"SSL_VERIFYPEER" : <number>,
"CAPATH" : <string>,
"CAINFO" : <string>,
"CAINFO_VAL" : <string>,
"PROXY_SSL_VERIFYHOST" : <number>,
"PROXY_SSL_VERIFYPEER" : <number>,
"PROXY_CAPATH" : <string>,
"PROXY_CAINFO" : <string>,
"PROXY_CAINFO_VAL" : <string>,
"CURLOPT_PROXY" : <string>,
"CURLOPT_NOPROXY" : <string>,
"CURLOPT_HTTPPROXYTUNNEL" : <number>,
"CONNECTTIMEOUT" : <number>,
"TIMEOUT" : <number>,
"LOW_SPEED_LIMIT" : <number>,
"LOW_SPEED_TIME" : <number>,
"ASYNC_PROC_LIMIT" : <number>
}
Where:

``database`` : *string* : **required**

- The name of a database affected by the operation.

``SSL_VERIFYHOST`` : *number* : **optional** = ``2``

- The flag that tells the system to verify the host of the peer. If the value is set
to ``0`` the system will not check the host name against the certificate. Any other value would tell the system
to perform the check.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_SSL_VERIFYHOST.html.

``SSL_VERIFYPEER`` : *number* : **optional** = ``1``

- The flag that tells the system to verify the peer's certificate. If the value is set
to ``0`` the system will not check the certificate. Any other value would tell the system to perform the check.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_SSL_VERIFYPEER.html.

``CAPATH`` : *string* : **optional** = ``/etc/ssl/certs``

- A path to a directory holding multiple CA certificates. The system will use the certificates
in the directory to verify the peer's certificate. If the value is set to an empty string the system will not use
the certificates.

Putting the empty string as a value of the parameter will effectively turn this option off as if it has never been
configured for the database.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_CAPATH.html.

``CAINFO`` : *string* : **optional** = ``/etc/ssl/certs/ca-certificates.crt``

- A path to a file holding a bundle of CA certificates. The system will use the certificates
in the file to verify the peer's certificate. If the value is set to an empty string the system will not use
the certificates.

Putting the empty string as a value of the parameter will effectively turn this option off as if it has never been
configured for the database.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_CAINFO.html.

``CAINFO_VAL`` : *string* : **optional** = ``""``

- A value of a certificate bundle for a peer. This parameter is used in those cases when it's
impossible to inject the bundle directly into the Ingest workers' environments. If a non-empty value of the parameter
is provided then ingest servers will use it instead of the one mentioned (if any) in the above-described
attribute ``CAINFO``.

**Attention**: Values of the attribute are the actual certificates, not file paths like in the case of ``CAINFO``.

``PROXY_SSL_VERIFYHOST`` : *number* : **optional** = ``2``

- The flag that tells the system to verify the host of the proxy. If the value is set
to ``0`` the system will not check the host name against the certificate. Any other value would tell the system
to perform the check.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_PROXY_SSL_VERIFYHOST.html.

``PROXY_SSL_VERIFYPEER`` : *number* : **optional** = ``1``

- The flag that tells the system to verify the peer's certificate. If the value is set
to ``0`` the system will not check the certificate. Any other value would tell the system to perform the check.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_PROXY_SSL_VERIFYPEER.html.

``PROXY_CAPATH`` : *string* : **optional** = ``""``

- A path to a directory holding multiple CA certificates. The system will use the certificates
in the directory to verify the peer's certificate. If the value is set to an empty string the system will not use
the certificates.

Putting the empty string as a value of the parameter will effectively turn this option off as if it has never been
configured for the database.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_PROXY_CAPATH.html.

``PROXY_CAINFO`` : *string* : **optional** = ``""`` (Built-in system specific)

- A path to a file holding a bundle of CA certificates. The system will use the certificates
in the file to verify the peer's certificate. If the value is set to an empty string the system will not use
the certificates.

Putting the empty string as a value of the parameter will effectively turn this option off as if it has never been
configured for the database.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_PROXY_CAINFO.html.

``PROXY_CAINFO_VAL`` : *string* : **optional** = ``""``

- A value of a certificate bundle for a proxy. This parameter is used in those cases when it's
impossible to inject the bundle directly into the Ingest workers' environments. If a non-empty value of the parameter
is provided then ingest servers will use it instead of the one mentioned (if any) in the above-described
attribute ``PROXY_CAINFO``.

**Attention**: Values of the attribute are the actual certificates, not file paths like in the case of ``PROXY_CAINFO``.

``CURLOPT_PROXY`` : *string* : **optional** = ``""``

- Set the proxy to use for the upcoming request. The parameter should be a null-terminated string
holding the host name or dotted numerical IP address. A numerical IPv6 address must be written within ``[brackets]``.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_PROXY.html.

``CURLOPT_NOPROXY`` : *string* : **optional** = ``""``

- The string consists of a comma-separated list of host names that do not require a proxy
to get reached, even if one is specified.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_NOPROXY.html.

``CURLOPT_HTTPPROXYTUNNEL`` : *number* : **optional** = ``0``

- Set the tunnel parameter to ``1`` to tunnel all operations through the HTTP proxy
(set with ``CURLOPT_PROXY``).

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_HTTPPROXYTUNNEL.html.

``CONNECTTIMEOUT`` : *number* : **optional** = ``0`` (never times out)

- The maximum time in seconds that the system will wait for a connection to be established.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_CONNECTTIMEOUT.html

``TIMEOUT`` : *number* : **optional** = ``0``

- The maximum time in seconds that the system will wait for a response from the server.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_TIMEOUT.html

``LOW_SPEED_LIMIT`` : *number* : **optional** = ``0``

- The transfer speed in bytes per second that the system considers too slow and will abort the transfer.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_LOW_SPEED_LIMIT.html

``LOW_SPEED_TIME`` : *number* : **optional** = ``0``

- The time in seconds that the system will wait for the transfer speed to be above the limit
set by ``LOW_SPEED_LIMIT``.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_LOW_SPEED_TIME.html

``ASYNC_PROC_LIMIT`` : *number* : **optional** = ``0``

- The maximum concurrency limit for the number of contributions to be processed in a scope of
the database. The actual number of parallel requests may be further lowered by the hard limit specified by
the Replication System worker's configuration parameter (``worker``, ``num-async-loader-processing-threads``).
The parameter can be adjusted in real time as needed. It gets into effect immediately. Putting ``0`` as a value of
the parameter will effectively turn this option off as if it has never been configured for the database.

This attribute directly maps to https://curl.se/libcurl/c/CURLOPT_LOW_SPEED_TIME.html

**Note**: The parameter is available as of API version ``14``.

If a request is successfully finished it returns the standard JSON object w/o any additional data but
the standard completion status.

.. _ingest-config-get:

Retrieving configuration parameters
-----------------------------------

.. warning::
As of version ``14`` of the API, the name of the database is required to be passed in the request's query instead of
passing it in the JSON body. The older implementation was wrong.


.. list-table::
:widths: 10 25 65
:header-rows: 1

* - method
- service
- query parameters
* - ``GET``
- ``/ingest/config``
- ``database=<string>``

Where the mandatory query parameter ``database`` specifies the name of a database affected by the operation.

If the operation is successfully finished it returns an extended JSON object that has the following schema (in addition
to the standard status and error reporting attributes):

.. code-block::
{ "database" : <string>,
"SSL_VERIFYHOST" : <number>,
"SSL_VERIFYPEER" : <number>,
"CAPATH" : <string>,
"CAINFO" : <string>,
"CAINFO_VAL" : <string>,
"PROXY_SSL_VERIFYHOST" : <number>,
"PROXY_SSL_VERIFYPEER" : <number>,
"PROXY_CAPATH" : <string>,
"PROXY_CAINFO" : <string>,
"PROXY_CAINFO_VAL" : <string>,
"CURLOPT_PROXY" : <string>,
"CURLOPT_NOPROXY" : <string>,
"CURLOPT_HTTPPROXYTUNNEL" : <number>,
"CONNECTTIMEOUT" : <number>,
"TIMEOUT" : <number>,
"LOW_SPEED_LIMIT" : <number>,
"LOW_SPEED_TIME" : <number>,
"ASYNC_PROC_LIMIT" : <number>
}
The attributes of the response object are the same as the ones described in the section :ref:`ingest-config-set`.
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