xref: /openbsd/share/man/man4/carp.4 (revision 09467b48)
1.\"	$OpenBSD: carp.4,v 1.40 2018/01/12 04:36:44 deraadt Exp $
2.\"
3.\" Copyright (c) 2003, Ryan McBride.  All rights reserved.
4.\"
5.\" Redistribution and use in source and binary forms, with or without
6.\" modification, are permitted provided that the following conditions
7.\" are met:
8.\" 1. Redistributions of source code must retain the above copyright
9.\"    notice, this list of conditions and the following disclaimer.
10.\" 2. Redistributions in binary form must reproduce the above copyright
11.\"    notice, this list of conditions and the following disclaimer in the
12.\"    documentation and/or other materials provided with the distribution.
13.\"
14.\" THIS SOFTWARE IS PROVIDED BY THE PROJECT AND CONTRIBUTORS ``AS IS'' AND
15.\" ANY EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, THE
16.\" IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE
17.\" ARE DISCLAIMED.  IN NO EVENT SHALL THE PROJECT OR CONTRIBUTORS BE LIABLE
18.\" FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, EXEMPLARY, OR CONSEQUENTIAL
19.\" DAMAGES (INCLUDING, BUT NOT LIMITED TO, PROCUREMENT OF SUBSTITUTE GOODS
20.\" OR SERVICES; LOSS OF USE, DATA, OR PROFITS; OR BUSINESS INTERRUPTION)
21.\" HOWEVER CAUSED AND ON ANY THEORY OF LIABILITY, WHETHER IN CONTRACT, STRICT
22.\" LIABILITY, OR TORT (INCLUDING NEGLIGENCE OR OTHERWISE) ARISING IN ANY WAY
23.\" OUT OF THE USE OF THIS SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY OF
24.\" SUCH DAMAGE.
25.\"
26.Dd $Mdocdate: January 12 2018 $
27.Dt CARP 4
28.Os
29.Sh NAME
30.Nm carp
31.Nd Common Address Redundancy Protocol
32.Sh SYNOPSIS
33.Cd "pseudo-device carp"
34.Sh DESCRIPTION
35The
36.Nm
37interface is a pseudo-device which implements and controls the
38CARP protocol.
39.Nm
40allows multiple hosts on the same local network to share a set of IP addresses.
41Its primary purpose is to ensure that these
42addresses are always available, but in some configurations
43.Nm
44can also provide load balancing functionality.
45.Pp
46A
47.Nm
48interface can be created at runtime using the
49.Ic ifconfig carp Ns Ar N Ic create
50command or by setting up a
51.Xr hostname.if 5
52configuration file for
53.Xr netstart 8 .
54.Pp
55To use
56.Nm ,
57the administrator needs to configure at minimum
58a common virtual host ID (VHID) and
59virtual host IP address on each machine which is to take part in the virtual
60group.
61Additional parameters can also be set on a per-interface basis:
62.Cm advbase
63and
64.Cm advskew ,
65which are used to control how frequently the host sends advertisements when it
66is the master for a virtual host, and
67.Cm pass
68which is used to authenticate carp advertisements.
69Finally
70.Cm carpdev
71is used to specify which interface the
72.Nm
73device attaches to.
74These configurations can be done using
75.Xr ifconfig 8 ,
76or through the
77.Dv SIOCSVH
78ioctl.
79.Pp
80.Nm
81can also be used in conjunction with
82.Xr ifstated 8
83to respond to changes in CARP state;
84however, for most uses this will not be necessary.
85See the manual page for
86.Xr ifstated 8
87for more information.
88.Pp
89Additionally, there are a number of global parameters which can be set using
90.Xr sysctl 8 :
91.Bl -tag -width xxxxxxxxxxxxxxxxxxxxxxxxxx
92.It net.inet.carp.allow
93Accept incoming
94.Nm
95packets.
96Enabled by default.
97.It net.inet.carp.preempt
98Allow virtual hosts to preempt each other.
99Disabled by default.
100.It net.inet.carp.log
101Make
102.Nm
103log state changes, bad packets, and other errors.
104May be a value between 0 and 7 corresponding with
105.Xr syslog 3
106priorities.
107The default value is 2, which limits logging to changes in CARP state.
108.El
109.Sh LOAD BALANCING
110.Nm
111uses IP balancing to load balance incoming traffic
112over a group of
113.Nm
114hosts.
115IP balancing is not dependent on ARP and therefore works
116for traffic that comes over a router.
117However it requires the traffic that is destined towards
118the load balanced IP addresses to be received by all
119.Nm
120hosts.
121While this is always the case when connected to a hub,
122it has to play some tricks in switched networks, which
123will result in a higher network load.
124.Pp
125To configure load balancing one has to specify multiple
126carp nodes using the
127.Cm carpnodes
128option.
129Each node in a load balancing cluster is represented
130by at least one
131.Qq Cm vhid : Ns Cm advskew
132pair in a comma separated list.
133.Nm
134tries to distribute the incoming network load over all configured carpnodes.
135The following example
136creates a load balancing group consisting of three nodes,
137using vhids 3, 4 and 6:
138.Bd -literal -offset indent
139# ifconfig carp0 carpnodes 3:0,4:0,6:100
140.Ed
141.Pp
142The advskew value of the last node is set to 100,
143so that this node is designated to the BACKUP state.
144It will only become MASTER if all nodes with a lower advskew value have failed.
145By varying this value throughout the machines in the cluster
146it is possible to decide which share of the network load each node receives.
147Therefore, all carp interfaces in the cluster are configured identically, except
148for a different
149.Cm advskew
150value within the carpnodes specification.
151.Pp
152IP balancing works by utilizing the network itself to distribute
153incoming traffic to all
154.Nm
155nodes in the cluster.
156Each packet is filtered on the incoming
157.Nm
158interface so that only one node in the cluster accepts the
159packet.
160All the other nodes will just silently drop it.
161The filtering function uses a hash over the source and destination
162address of the IPv4 or IPv6 packet and compares the result against the
163state of the carpnode.
164.Pp
165IP balancing is activated by setting the balancing mode to
166.Cm ip .
167This is the recommended default setting.
168In this mode, carp uses a multicast MAC address, so that a switch
169sends incoming traffic towards all nodes.
170.Pp
171However, there are a few OS and routers that do not accept a multicast
172MAC address being mapped to a unicast IP.
173This can be resolved by using one of the following unicast options.
174For scenarios where a hub is used it is not necessary to use a multicast MAC
175and it is safe to use the
176.Cm ip-unicast
177mode.
178Manageable switches can usually be tricked into forwarding unicast
179traffic to all cluster nodes ports by configuring them into some
180sort of monitoring mode.
181If this is not possible, using the
182.Cm ip-stealth
183mode is another option, which should work on most switches.
184In this mode
185.Nm
186never sends packets with its virtual MAC address as source.
187Stealth mode prevents a switch from learning the virtual MAC
188address, so that it has to flood the traffic to all its ports.
189Please note that activating stealth mode on a
190.Nm
191interface that has already been running might not work instantly.
192As a workaround the VHID of the first carpnode can be changed to a
193previously unused one, or just wait until the MAC table entry in the
194switch times out.
195Some layer 3 switches do port learning based on ARP packets.
196Therefore the stealth mode cannot hide the virtual MAC address
197from these kind of devices.
198.Pp
199If IP balancing is being used on a firewall, it is recommended to
200configure the
201.Cm carpnodes
202in a symmetrical manner.
203This is achieved by simply using the same
204.Cm carpnodes
205list on all sides of the firewall.
206This ensures that packets of one connection will pass in and out
207on the same host and are not routed asymmetrically.
208.Sh EXAMPLES
209For most scenarios it is desirable to have a well-defined master,
210achieved by enabling the
211.Cm preempt
212option.
213Enable it on both host A and B:
214.Pp
215.Dl # sysctl net.inet.carp.preempt=1
216.Pp
217Assume that host A is the preferred master and carp should run on the physical
218interfaces em0 with the network 192.168.1.0/24 and em1 with network
219192.168.2.0/24.
220This is the setup for host A:
221.Bd -literal -offset indent
222# ifconfig carp0 192.168.1.1/24 carpdev em0 vhid 1
223# ifconfig carp1 192.168.2.1/24 carpdev em1 vhid 2
224.Ed
225.Pp
226The setup for host B is identical, but it has a higher
227.Cm advskew :
228.Bd -literal -offset indent
229# ifconfig carp0 192.168.1.1/24 carpdev em0 vhid 1 advskew 100
230# ifconfig carp1 192.168.2.1/24 carpdev em1 vhid 2 advskew 100
231.Ed
232.Ss LOAD BALANCING
233In order to set up a load balanced virtual host, it is necessary to configure
234one
235.Cm carpnodes
236entry for each physical host.
237In the following example, two physical hosts are configured to
238provide balancing and failover for the IP address 192.168.1.10.
239.Pp
240First the
241.Nm
242interface on Host A is configured.
243The
244.Cm advskew
245of 100 on the second carpnode entry means that its advertisements will be sent
246out slightly less frequently and will therefore become the designated backup.
247.Bd -literal -offset indent
248# ifconfig carp0 192.168.1.10 carpdev em0 carpnodes 1:0,2:100 \e
249	balancing ip
250.Ed
251.Pp
252The configuration for host B is identical, except the skew is on
253the carpnode entry with virtual host 1 rather than virtual host 2.
254.Bd -literal -offset indent
255# ifconfig carp0 192.168.1.10 carpdev em0 carpnodes 1:100,2:0 \e
256	balancing ip
257.Ed
258.Pp
259If a different mode of load balancing is desired the
260.Cm balancing
261mode can be adjusted accordingly.
262.Sh SEE ALSO
263.Xr sysctl 2 ,
264.Xr inet 4 ,
265.Xr pfsync 4 ,
266.Xr hostname.if 5 ,
267.Xr ifconfig 8 ,
268.Xr ifstated 8 ,
269.Xr netstart 8 ,
270.Xr sysctl 8
271.Sh HISTORY
272The
273.Nm
274device first appeared in
275.Ox 3.5 .
276.Sh BUGS
277If load balancing is used in setups where the carpdev does not share
278an IP in the same subnet as
279.Nm ,
280it is not possible to use the IP of the
281.Nm
282interface for self originated traffic.
283This is because the return packets are also subject to load balancing
284and might end up on any other node in the cluster.
285.Pp
286If an IPv6 load balanced carp interface is taken down manually,
287it will accept all incoming packets for its address.
288This will lead to duplicated packets.
289