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Add docs for synthetic size calculation (#3328)
--------- Co-authored-by: Heikki Linnakangas <heikki@neon.tech> Co-authored-by: Anastasia Lubennikova <anastasia@neon.tech>
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docs/synthetic-size.md
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docs/synthetic-size.md
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# Synthetic size
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Neon storage has copy-on-write branching, which makes it difficult to
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answer the question "how large is my database"? To give one reasonable
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answer, we calculate _synthetic size_ for a project.
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The calculation is called "synthetic", because it is based purely on
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the user-visible logical size, which is the size that you would see on
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a standalone PostgreSQL installation, and the amount of WAL, which is
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also the same as what you'd see on a standalone PostgreSQL, for the
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same set of updates.
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The synthetic size does *not* depend on the actual physical size
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consumed in the storage, or implementation details of the Neon storage
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like garbage collection, compaction and compression. There is a
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strong *correlation* between the physical size and the synthetic size,
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but the synthetic size is designed to be independent of the
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implementation details, so that any improvements we make in the
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storage system simply reduce our COGS. And vice versa: any bugs or bad
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implementation where we keep more data than we would need to, do not
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change the synthetic size or incur any costs to the user.
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The synthetic size is calculated for the whole project. It is not
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straighforward to attribute size to individual branches. See "What is
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the size of an individual branch?" for discussion on those
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difficulties.
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The synthetic size is designed to:
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- Take into account the copy-on-write nature of the storage. For
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example, if you create a branch, it doesn't immediately add anything
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to the synthetic size. It starts to affect the synthetic size only
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as it diverges from the parent branch.
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- Be independent of any implementation details of the storage, like
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garbage collection, remote storage, or compression.
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## Terms & assumptions
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- logical size is the size of a database *at a given point in
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time*. It's the total size of all tables in all databases, as you
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see with "\l+" in psql for example, plus the Postgres SLRUs and some
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small amount of metadata. NOTE that currently, Neon does not include
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the SLRUs and metadata in the logical size. See comment to `get_current_logical_size_non_incremental()`.
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- a "point in time" is defined as an LSN value. You can convert a
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timestamp to an LSN, but the storage internally works with LSNs.
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- PITR horizon can be set per-branch.
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- PITR horizon can be set as a time interval, e.g. 5 days or hours, or
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as amount of WAL, in bytes. If it's given as a time interval, it's
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converted to an LSN for the calculation.
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- PITR horizon can be set to 0, if you don't want to retain any history.
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## Calculation
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Inputs to the calculation are:
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- logical size of the database at different points in time,
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- amount of WAL generated, and
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- the PITR horizon settings
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The synthetic size is based on an idealistic model of the storage
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system, where we pretend that the storage consists of two things:
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- snapshots, containing a full snapshot of the database, at a given
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point in time, and
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- WAL.
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In the simple case that the project contains just one branch (main),
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and a fixed PITR horizon, the synthetic size is the sum of:
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- the logical size of the branch *at the beginning of the PITR
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horizon*, i.e. at the oldest point that you can still recover to, and
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- the size of the WAL covering the PITR horizon.
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The snapshot allows you to recover to the beginning of the PITR
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horizon, and the WAL allows you to recover from that point to any
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point within the horizon.
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```
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WAL
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-----------------------#########>
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^
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snapshot
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Legend:
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##### PITR horizon. This is the region that you can still access
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with Point-in-time query and you can still create branches
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from.
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----- history that has fallen out of the PITR horizon, and can no
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longer be accessed
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```
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NOTE: This is not how the storage system actually works! The actual
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implementation is also based on snapshots and WAL, but the snapshots
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are taken for individual database pages and ranges of pages rather
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than the whole database, and it is much more complicated. This model
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is a reasonable approximation, however, to make the synthetic size a
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useful proxy for the actual storage consumption.
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## Example: Data is INSERTed
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For example, let's assume that your database contained 10 GB of data
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at the beginning of the PITR horizon, and you have since then inserted
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5 GB of additional data into it. The additional insertions of 5 GB of
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data consume roughly 5 GB of WAL. In that case, the synthetic size is:
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> 10 GB (snapshot) + 5 GB (WAL) = 15 GB
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If you now set the PITR horizon on the project to 0, so that no
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historical data is retained, then the beginning PITR horizon would be
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at the end of the branch, so the size of the snapshot would be
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calculated at the end of the branch, after the insertions. Then the
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synthetic size is:
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> 15 GB (snapshot) + 0 GB (WAL) = 15 GB.
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In this case, the synthetic size is the same, regardless of the PITR horizon,
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because all the history consists of inserts. The newly inserted data takes
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up the same amount of space, whether it's stored as part of the logical
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snapshot, or as WAL. (*)
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(*) This is a rough approximation. In reality, the WAL contains
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headers and other overhead, and on the other hand, the logical
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snapshot includes empty space on pages, so the size of insertions in
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WAL can be smaller or greater than the size of the final table after
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the insertions. But in most cases, it's in the same ballpark.
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## Example: Data is DELETEd
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Let's look at another example:
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Let's start again with a database that contains 10 GB of data. Then,
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you DELETE 5 GB of the data, and run VACUUM to free up the space, so
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that the logical size of the database is now only 5 GB.
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Let's assume that the WAL for the deletions and the vacuum take up
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100 MB of space. In that case, the synthetic size of the project is:
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> 10 GB (snapshot) + 100 MB (WAL) = 10.1 GB
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This is much larger than the logical size of the database after the
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deletions (5 GB). That's because the system still needs to retain the
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deleted data, because it's still accessible to queries and branching
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in the PITR window.
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If you now set the PITR horizon to 0 or just wait for time to pass so
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that the data falls out of the PITR horizon, making the deleted data
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inaccessible, the synthetic size shrinks:
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> 5 GB (snapshot) + 0 GB (WAL) = 5 GB
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# Branching
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Things get more complicated with branching. Branches in Neon are
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copy-on-write, which is also reflected in the synthetic size.
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When you create a branch, it doesn't immediately change the synthetic
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size at all. The branch point is within the PITR horizon, and all the
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data needed to recover to that point in time needs to be retained
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anyway.
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However, if you make modifications on the branch, the system needs to
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keep the WAL of those modifications. The WAL is included in the
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synthetic size.
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## Example: branch and INSERT
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Let's assume that you again start with a 10 GB database.
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On the main branch, you insert 2 GB of data. Then you create
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a branch at that point, and insert another 3 GB of data on the
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main branch, and 1 GB of data on the child branch
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```
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child +#####>
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| WAL
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main ---------###############>
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^
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snapshot
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```
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In this case, the synthetic size consists of:
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- the snapshot at the beginning of the PITR horizon (10 GB)
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- the WAL on the main branch (2 GB + 3 GB = 5 GB)
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- the WAL on the child branch (1 GB)
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Total: 16 GB
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# Diverging branches
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If there is only a small amount of changes in the database on the
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different branches, as in the previous example, the synthetic size
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consists of a snapshot before the branch point, containing all the
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shared data, and the WAL on both branches. However, if the branches
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diverge a lot, it is more efficient to store a separate snapshot of
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branches.
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## Example: diverging branches
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You start with a 10 GB database. You insert 5 GB of data on the main
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branch. Then you create a branch, and immediately delete all the data
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on the child branch and insert 5 GB of new data to it. Then you do the
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same on the main branch. Let's assume
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that the PITR horizon requires keeping the last 1 GB of WAL on the
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both branches.
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```
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snapshot
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v WAL
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child +---------##############>
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main -------------+---------##############>
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^ WAL
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snapshot
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```
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In this case, the synthetic size consists of:
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- snapshot at the beginning of the PITR horizon on the main branch (4 GB)
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- WAL on the main branch (1 GB)
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- snapshot at the beginning of the PITR horizon on the child branch (4 GB)
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- last 1 GB of WAL on the child branch (1 GB)
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Total: 10 GB
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The alternative way to store this would be to take only one snapshot
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at the beginning of branch point, and keep all the WAL on both
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branches. However, the size with that method would be larger, as it
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would require one 10 GB snapshot, and 5 GB + 5 GB of WAL. It depends
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on the amount of changes (WAL) on both branches, and the logical size
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at the branch point, which method would result in a smaller synthetic
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size. On each branch point, the system performs the calculation with
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both methods, and uses the method that is cheaper, i.e. the one that
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results in a smaller synthetic size.
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One way to think about this is that when you create a branch, it
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starts out as a thin branch that only stores the WAL since the branch
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point. As you modify it, and the amount of WAL grows, at some point
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it becomes cheaper to store a completely new snapshot of the branch
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and truncate the WAL.
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# What is the size of an individual branch?
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Synthetic size is calculated for the whole project, and includes all
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branches. There is no such thing as the size of a branch, because it
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is not straighforward to attribute the parts of size to individual
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branches.
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## Example: attributing size to branches
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(copied from https://github.com/neondatabase/neon/pull/2884#discussion_r1029365278)
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Imagine that you create two branches, A and B, at the same point from
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main branch, and do a couple of small updates on both branches. Then
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six months pass, and during those six months the data on the main
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branch churns over completely multiple times. The retention period is,
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say 1 month.
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```
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+------> A
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/
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--------------------*-------------------------------> main
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\
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+--------> B
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```
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In that situation, the synthetic tenant size would be calculated based
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on a "logical snapshot" at the branch point, that is, the logical size
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of the database at that point. Plus the WAL on branches A and B. Let's
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say that the snapshot size is 10 GB, and the WAL is 1 MB on both
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branches A and B. So the total synthetic storage size is 10002
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MB. (Let's ignore the main branch for now, that would be just added to
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the sum)
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How would you break that down per branch? I can think of three
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different ways to do it, and all of them have their own problems:
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### Subtraction method
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For each branch, calculate how much smaller the total synthetic size
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would be, if that branch didn't exist. In other words, how much would
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you save if you dropped the branch. With this method, the size of
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branches A and B is 1 MB.
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With this method, the 10 GB shared logical snapshot is not included
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for A nor B. So the size of all branches is not equal to the total
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synthetic size of the tenant. If you drop branch A, you save 1 MB as
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you'd expect, but also the size of B suddenly jumps from 1 MB to 10001
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MB, which might feel surprising.
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### Division method
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Divide the common parts evenly across all branches that need
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them. With this method, the size of branches A and B would be 5001 MB.
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With this method, the sum of all branches adds up to the total
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synthetic size. But it's surprising in other ways: if you drop branch
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A, you might think that you save 5001 MB, but in reality you only save
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1 MB, and the size of branch B suddenly grows from 5001 to 10001 MB.
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### Addition method
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For each branch, include all the snapshots and WAL that it depends on,
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even if some of them are shared by other branches. With this method,
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the size of branches A and B would be 10001 MB.
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The surprise with this method is that the sum of all the branches is
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larger than the total synthetic size. And if you drop branch A, the
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total synthetic size doesn't fall by 10001 MB as you might think.
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# Alternatives
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A sort of cop-out method would be to show the whole tree of branches
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graphically, and for each section of WAL or logical snapshot, display
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the size of that section. You can then see which branches depend on
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which sections, which sections are shared etc. That would be good to
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have in the UI anyway.
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Or perhaps calculate per-branch numbers using the subtraction method,
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and in addition to that, one more number for "shared size" that
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includes all the data that is needed by more than one branch.
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## Which is the right method?
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The bottom line is that it's not straightforward to attribute the
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synthetic size to individual branches. There are things we can do, and
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all of those methods are pretty straightforward to implement, but they
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all have their own problems. What makes sense depends a lot on what
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you want to do with the number, what question you are trying to
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answer.
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