Showing posts with label Sitecore Azure PAAS. Show all posts
Showing posts with label Sitecore Azure PAAS. Show all posts

Monday, September 30, 2024

Understanding Sitecore's Self-Adjusting Thread Pool Size Monitor

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Background

I must admit, I have become mildly obsessed with the threading over the last couple years, mostly because a great deal of my work has involved stabilization and optimization practices on high-traffic Sitecore sites. 

In this post, I want to focus in the Thread Pool Size Monitor that comes baked into Sitecore from 9 onwards, because it is not widely known that it exists, the job it does, and how it can be tuned to optimize performance.

Thread Pool Size Monitor

To recap, the most important thread configuration settings are the minWorkerThreads and minIOThreads where you can specify the minimum number of threads that are available to your application's Thread Pool instead of relying on the default formula's based on processor count which is always too few.

Threads that are controlled by these values can be created at a much faster rate (because they are spawned from the Thread Pool), than worker threads that are created from the CLR's default "thread-tuning" capabilities. 

To summarize: 

  • Thread pool threads get thrown in faster to handle work. 
  • The CLR thread spin up algorithm is too slow and we can't rely on it to support high performance applications.

As previously mentioned, in Sitecore 9 and above, there is a pipeline processor that allows the application to adjust thread limits dynamically based on real-time thread availability (using the Thread Pool API).

This can be found in the following namespace: Sitecore.Analytics.ThreadPoolSizeMonitor.

By default, every 500 milliseconds, the processor will keep adding a value of 50 to the minWorkerThreads setting via the Thread Pool API until it determines that the minimum number of threads is adequate based on available threads.

How It Works

Since a picture is worth a thousand words, I put together a diagram of how the logic of the Thread Pool Size Monitor logic works, and provided an example with the default settings that are set on an Azure P3v2 App Service that has 4 cores.  




Custom Thread Pool Size Monitor Configuration

An enhancement that I have made on my past PaaS implementation was to tune Sitecore’s dynamic thread processor using a more “aggressive” configuration. This helped me with those “bursty” web traffic situations where I needed to be sure that I had enough threads available to serve the current demands. 

Here is the configuration that I used:

Thursday, September 21, 2023

Sitecore xDB - Troubleshooting xDB Index Rebuilds on Azure

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In my previous post, I shared some important tips to help ensure that if you are faced with an xDB index rebuild, you can get it done successfully and as quickly as possible.

I mentioned a lot of things in the post, but now, I want to mention common reasons where and why things can go wrong, and highlight the most critical items that impact the rebuild speed and stability.


Causes of Need To Rebuild xDB Index

Your xDB relies on your shard database's SQL Server change tracking feature in order to ensure that it stays in sync. This basically determines how long changes are stored in SQL. As mentioned in Sitecore's docs, the Retention Period setting is set to 5 days for each collection shard. 

So, why would 5-day old data not be indexed in time?
  • The Search Indexer is shut down for too long
  • Live indexing is stuck for too long
  • Live indexing falls too far behind

Causes of Indexing Being Stuck or Falling Behind, and Rebuild Failures

High Resource Utilization: Collection Shards 
99% of the time, this is due to high resource utilization on your shard databases. Basically, if you see your shard databases hitting above 80% DTUs, you will run into this problem.

High Resource Utilization: Azure Search or Solr
If you have a lot of data, you need to scale your Azure Search Service or Solr instance.  Sharding is the answer, and I will touch in this further down.

What to check?

If you are on Azure, make sure your xConnect Search Indexer WebJob is running.
Most importantly, check your xConnect Search Indexer logs for SQL timeouts. 

On Azure, the Webjob logs are found in this location: D:\local\Temp\jobs\continuous\IndexWorker\{randomjobname}\App_data\Logs"

Key Ingredients For Rebuild Indexing Speed and Stability

SQL Collection Shards

Database Health 

Maintaining the database indexes and statistics is critically important. As I mentioned in my previous post:  "Optimize, optimize, optimize your shard databases!!!" 

If you are preparing for a rebuild, make sure that you run the AzureSQLMaintenance Stored Procedure on all of your shard databases.

Database Size

The amount of data and the number of collection shards is directly related to resource utilization and rebuild speed and stability. 

Unfortunately, there is no supported way to "reshard" your databases after the fact. We are hoping this will be a feature that is added to a future Sitecore release.

xDB Search Index

Similarly to the collection shards, the amount of data and the number of shards is directly related to resource utilization on both Azure Search and Solr. 

Specifically on Solr, you will see high JVM heap utilization.

If your rebuilds are slowing down or failing, or even if search performance on your xDB index is deteriorating, it's most likely due to the amount of data in your index, the number of shards and distribution amongst nodes that you have set up.  

Search index sharding strategies can be pretty complex, and I might touch on in these in a later post.

Reduce Your Indexer Batch Size

Another item that I mentioned in my previous post. If you drop this down from 1000 to 500 and you are still having trouble, reduce it even further. 

I have dropped the batch size to 250 on large databases to reduce the chance of timeouts (default is 30 seconds) when the indexer is reading contacts and interactions from the collection shards.


Sunday, November 7, 2021

Sitecore Publishing Service - Publishing Sub Items of Related Items

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Background

We ran into an issue with our Sitecore 9.1 and Publishing Service 4.0 environment where when a page item with a rendering was being published, the corresponding data source of the rendering was not published fully.

To be more specific, if the rendering referred to a data source item that had multiple levels of items, then only the root of the data source was being published but not the child items.

A good example would be a navigation rendering that had a data source item with a lot of children. Content authors were making updates to all the link items within Experience Editor, but they were not being published.

This was happening for both manual publishing and publishing through workflow.


Configuration Updates

In our research, we discovered that publishing service allows you to specify the templates of the items you wish to publish as descendants of related items. 

Adding the following node to sc.publishing.relateditems.xml did trick (after a restart):

It is very important to note that the the template nodes need to have unique names in order for this to work. 

In other words: DatasourceTemplate1, DatasourceTemplate2, DatasourceTemplate3 etc. 

So as you can imagine, if you want to include a lot of data source item templates, the list in your configuration can get extremely large!

Final Words

I hope that this information helps developers who face a similar issue, as I could not find anything online about this related publishing configuration.

As always, feel free to comment or reach me on Slack or Twitter if you have any questions.                                                    

Monday, September 7, 2020

Sitecore Azure PaaS - Fixing "No owin.Environment item was found in the context" When Application Initialization Configured

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Background

On Azure PaaS, it is well known that Application Initialization can assist in “warming up” your Sitecore application when scaling up or swapping slots, so that your App Services instances aren't thrown into rotation to receive traffic when they aren't ready. 

Unfortunately, since Sitecore 9.1, there is a nasty Owin error that prevents this from working correctly and this in turn impacts the healthy signaling of your App Services. 

Strangely, the error would disappear after about 2 minutes.


Sitecore Support Response

After talking with Sitecore Support engineers, they ended up telling us that using <applicationInitialization> had not been tested for Sitecore, and that they don't have any official guidelines on configuring Azure App Initialization.

Finally, they said that they were not able to provide us with any assistance.

Cause

I started deciphering the problem on my own. 

Looking at this error, the key to understand its root was on line 6: the BeginDiagnostics processor.

1:  [InvalidOperationException: No owin.Environment item was found in the context.]  
2:    System.Web.HttpContextExtensions.GetOwinContext(HttpContext context) +100  
3:    Sitecore.Owin.Authentication.Publishing.PreviewManager.get_User() +15  
4:    Sitecore.Owin.Authentication.Publishing.PreviewManager.GetShellUser() +23  
5:    Sitecore.Pipelines.HttpRequest.BeginDiagnostics.ResolveUser() +41  
6:    Sitecore.Pipelines.HttpRequest.BeginDiagnostics.Process(HttpRequestArgs args) +43  
7:    (Object , Object ) +15  

The BeginDiagnostics processor in the httpRequestBegin pipeline is used for Sitecore's diagnostic tools. This determines what happens if you try to run in Debug Mode in the page editor.

In this case, the PreviewManager User property was trying to return the HttpContext.Current.User which was not available yet, and was returning null and the error “No owin. Environment item was found in the context.” was thrown.

The Fix

After determining what was causing this error, the fix was simple. The processor isn't needed on Content Delivery instances as Debug Mode is only used on the Content Management instances.

Removing the processor via a simple patch fixed the error:

Monday, June 22, 2020

Sitecore xDB - Extending xConnect To Reduce xDB Growth

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Background

As I mentioned in a previous post,  putting a Sitecore environment into Production with xDB enabled means opening up the flood gates for a massive amount of data flowing into the platform as it starts collecting interactions and events for both anonymous and identified contacts.

xDB Storage Smarts

Just because you can store everything in xDB, it doesn't necessary mean that you should store everything. 

xDB is a marketing database. As a rule of thumb, you should only store data in xDB if it's required for:
  • Personalization
  • Targeting
  • Measurement / Analytics

It is important to plan for the data requirements early, and again, only store the data that you really need to!

Remove xDB Analytics Data

In version 9.2 and later, xConnect allows you to delete contacts and all associated data in xDB if you choose to. So, you have the ability to remove the data that isn't useful to you anymore. https://doc.sitecore.com/developers/93/sitecore-experience-platform/en/deleting-contacts-and-interactions-from-the-xdb.html

But, you need to do this by writing code, and so you would need to work with your Sitecore architect and developers to carefully plan this out for your implementation. And again, this is only an option for the newer versions of the platform.

Extend xConnect To Filter xDB Analytics Data

One good option that I have implemented is to prevent analytics data that is not valuable to your business from getting into xDB in the first place. xConnect allows you to extend the XConnectDataAdapterProvider, and this allows you to hook into the sweet spot where the session data is being written to the shard databases for storage.



For my implementation, I extended the data adapter provider and added configuration to only goals and other events that I explicitly specify, to be recorded in my collection database.

I hope that this helps with your implementation!

Sunday, June 14, 2020

Sitecore xDB - How To Fix Right To Be Forgotten Breaking EXM Campaigns

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Background

Our email manager faced an Email Experience Manager (EXM) issue where when starting or resuming an email campaign, it will start initializing and then it will go directly to a paused state.

Errors

The logs of our Content Management Server revealed the following errors: 

Cause

After digging in, I discovered that this was caused by contacts in our lists that where missing an Alias identifier. This is a dependency for EXM in the way it pulls in the necessary contact data during dispatch. 

What had happened was that our email manager had used the Anonymize feature in the Experience Profile dashboard that executes the right to be forgotten xConnect API under the covers. This process removes the Alias identifier from the contact record in our key xDB shard database tables. 



Checking the xDB Database

If you have SQL experience, you will be pleasantly surprised to find that the xDB databases are not that complicated to work with it all.

Executing the following SQL query helped me find the contacts that where missing contact identifiers:


If you compare what a normal contact looks like vs an anonymized contact, you can see that the records have been wiped from the key ContactIdentifiers and ContactIdentifiersIndex tables.

This is the SQL statement that I used:


Normal Contact


Anonymized Contact



Another important point to note is that when a contact has been anonymized, a new ConsentInformation facet as added to the contact.

 


The Fix

I simply wrote a SQL statement that would insert new Alias identifier records in the ContactIdentifiers and ContactIdentifiersIndex tables for the contacts in my lists that had been anonymized.


Running this SQL statement fixed the missing dependency that EXM required for its email dispatch, and our email campaigns starting sending again.



Monday, May 18, 2020

Sitecore xDB - Troubleshooting Contacts Moving Slowly Through Marketing Automation Plans

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Background

We ran into an issue on our Sitecore 9.1 Azure PaaS deployment, where contacts were moving extremely slowly through the elements of several of our Marketing Automation plans. The contacts were being enrolled correctly, but when they got to a certain step, the could be stuck for several days.

Our instance includes several high traffic sites, but our plans were not complicated at all.  For example, one was set up like this:

  • Visitor updates their profile, and after clicking submit, a goal is triggered that enrolls the contact into the plan.
  • There is a 1 minute delay.
  • An email is sent.

In this post, I will describe the approach I took to getting to the bottom of this problem.

Getting More Information From Marketing Automation Logs

This first step in any troubleshooting process is to get as much detail from your logs as possible so that you can better understand what could be going wrong. 

One of the key components of Sitecore Marketing Automation, is the task that is responsible for the processing of contacts in the Automation Plans. In Azure, this is the Marketing Automation Operations App Service (ma-ops) WebJob, or the Sitecore Marketing Automation Engine service on a Windows Server. What you need to do is set the logging level to “Information” in the sc.Serilog.xml file. 

The full path of the file location is the following (Azure):
wwwroot/App_Data/jobs/continuous/AutomationEngine/App_Data/Config/sitecore/CoreServices/sc.Serilog.xml

For more information, check the following article: https://kb.sitecore.net/articles/017744

After getting this in place, I was able to rule out the possibility of exceptions being thrown that could have been causing the problem.

Finding the clogged Automation Pool

After digging in, I discovered that the number of contacts in the UI corresponded to the data in the Marketing Automation (ma-db) database’s AutomationPool table.  

These are the other things I discovered:
  • Running a “row count” query against the AutomationPool table determined that there were 100s of millions of records.
  • Checking Azure resource analytics showed large database utilization spikes (100% DTU) that corresponded to high CPU on my ma-ops service (averaging above 70%).
  • Running a profile on the maengine.exe job revealed that getting and processing the data from the SQL server seemed to be the bottleneck.

Fixing the clogged Automation Pool

Database Health

One key assumption here was that my ma-db was healthy, and that its indexes were not seriously fragmented.

In previous posts, I have spoken about how important it is to make sure that regular maintenance is performed on your databases. Same thing applies here. Make sure that you run the AzureSQLMaintenance Stored Procedure on your ma-db regularly.

Increase Pricing Tier If Possible

The analysis determined that both my ma-ops app service and ma-db database were struggling to keep up with the processing load, and so I increased the pricing tier on both to give them more horsepower.

Increase Low Priority Worker Batch Size

The AutomationPool table showed me that almost all of the items had a priority of 80, and would be processed by the LowPriorityWorker. I opted to increase the batch size of this worker, so that it would process more items in each batch.  My worker was initially set to 200, and so I tippled it to 600.

The config file location can be found here: App_Data/jobs/continuous/AutomationEngine/App_Data/Config/sitecore/MarketingAutomation/sc.MarketingAutomation.Workers.xml

<LowPriorityWorkerOptions>
<!-- How long the worker sleeps when there is no work available -->
<Schedule>00:00:20</Schedule>
<!-- The minimum priority of work item to process. -->
<MinimumPriority>0</MinimumPriority>
<!-- The timeout period to use for work items. -->
<WorkItemTimeout>00:00:45</WorkItemTimeout>
<!-- The period after which the work item timeout is set again. -->
<WorkItemTimeoutSchedule>00:00:30</WorkItemTimeoutSchedule>
<!-- The batch size multiplier to use when checking out work items from the pool. -->
<BatchHead>4</BatchHead>
<!-- The batch size to use when checking items out from the pool. -->
<BatchSize>150</BatchSize>
</LowPriorityWorkerOptions>

Clog Removed

After making these adjustments, I kept a close eye on the number of rows in the AutomationPool table.

I am happy to report that they were decreasing at a pleasing rate, and that the data started to appear in the reports in the UI.


Monday, December 9, 2019

Huge xDB and xConnect Improvements in Sitecore 9.3

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With the release of Sitecore 9.3, there is a lot of hype in the community around the new bells and whistles that the updated version of the platform offers.

What I am most excited about are the huge performance and stability improvements in xConnect and xDB, and in this post, I will highlight those key areas.



Search Indexer Rebuild Enhancements

Performance

Sitecore made some very important improvements to the stability of rebuilds in systems under stress scenarios, allowing for faster rebuilds:

  • Implemented batching and parallelization during the rebuild synchronization stage
  • Reduced the default SplitRecordsThreshold from 25,000 to 1,000
  • Reduced the ParallelizationDegree of the rebuild to half
  • The sync stage of rebuild can now finish if there is an indexing cycle where less than 25k of changes are detected.


New Commands

  • Check status of rebuild: -rebuildmonitor / -rm
    • Before you could just check logs for the completion entires
  • Delete obsolete data from index: -cleanuprebuildindex / -cri


Rebuild Resume

If you have a lot of interaction data, rebuilds can take a very long time!

If you have a hiccup during the process, there is finally an option to resume without having to start from scratch! A major feature to say the least.


Sharding Deployment Tool Enhancements

With the 9.3 Database Deployment Tool, we finally have the ability to add and remove shards to the xDB collection store. Adding is so important, as I mentioned in my previous post.

To summarize, additional collection shards means additional SQL compute capacity to serve incoming queries in the distributed configuration, and thus faster query response times and index builds. Additional shards will increase total cluster storage capacity, speed up processing, and offer higher availability at a much lower cost than vertical scaling.

You will be required to run an upgrade tool that will modify your pre 9.3 collection databases to allow for the ability to make these adds and removes to your shards.

Web Tracker Stability

The following improvements have been made to the Web Tracker's stability and performance:

  • Session expiration batching
  • Optimization of the Web Tracker and xConnect communication
  • Optimization of the Web Tracker and Reference Data Service communication


Reference Data Layer Redesign 

There have been a lot of issues in previous versions of 9.x that required patches and SQL database scripts to resolve. See my post on Critical Patches for 9.1.

In 9.3, this Reference Data layer has been completely redesigned from the ground up, with focus the main focus being on performance.

New TVP Provider

Sitecore uses table-valued parameters (TVP) to send aggregated information to SQL, because this is a very fast way to communicate with SQL server. Basically, you can use table-valued parameters to send multiple rows of data to a function or stored procedure without the overhead of creating a temporary table or using tons of parameters.

Sitecore has added a new TVP provider in 9.3, that provides major performance improvements.

Ability to Turn On and Off Performance Counters in Azure

If you are deploying to PaaS, performance counters are now disabled by default just like CMS counters.

With 9.3, you have the ability to switch performance counters off and on for xConnect, xDB and Cortex services.


Tuesday, October 15, 2019

Sitecore xDB Resharding Tool - Unlock xDB Storage and Performance Limitations by Increasing Collection Shards Without Data Loss

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Background

There is currently no way for you to increase the number of xDB collection database shards for an existing deployment, without starting from scratch and losing all your data.

The release of my colleague Vitaly Taleyko's Sitecore xDB Resharding Tool solves this problem for all of us, as it provides us with a migration path from an old shard collection to a new one.

https://github.com/pblrok/Sitecore.XDB.ReshardingTool


The inability to increase shards after deployment is a major problem for enterprise customers using the platform, who may not be aware of how quickly the collection databases will grow over time.

If you are a Sitecore veteran, you have experienced this rapid collection growth in MongoDB. As soon as the platform is "turned on", it starts collecting interactions and events for both anonymous and identified contacts.

Putting a Sitecore environment into Production, means opening up the flood gates for a massive amount of data that you don't have much control over.

xDB Search Index

On the xDB index side of the house, Sitecore has filtered the interactions and contact data in the xDB index to identified contacts only (by default). This is good for simple customers who aren't doing much with the platform.

However, if you have millions of contacts, you will have the same index problems as you may have faced when dealing with anonymous contact data in previous versions mentioned in this blog post from a while ago. There is a solve for this, that I may touch on in a later post.

The 2 Shard SQL Problem

Out of the box, if you install the Sitecore platform using default scripts and SIF or if Sitecore Managed Cloud has set up your environment in Azure, you will have 2 SQL shard collection databases.

The value proposition of Sitecore xDB is the ability to store any events tied to an interaction from any channel in xDB. They have provided a robust set of APIs to allow this.

The problem is that storing hundreds of gigabytes or even terabytes of data requires a very carefully planned strategy, or else, you will fail. It is just a matter of when.

I always have the following scene from Evan Almighty in my head when I talk about this problem:




The bottom line - if you have an enterprise deployment, and are using xDB, the out of the box 2 shard collection database configuration is not enough!

New Deployments

If you are new to the Sitecore platform, you can fix this by using the Shard Map Manager Tool to increase the number of shards. This great post by Kelly Rusk explains how: http://thebitsthatbyte.com/what-is-and-how-to-use-the-sitecore-9-shard-map-manager-tool

Existing / Live Deployments

Bad news if you have an existing deployment.

You will hit bottlenecks as you store more contact, interaction and event data. With limited CPU, storage capacity and memory, database performance will start to suffer and query performance and routine maintenance will slow down.

When it comes to adding resources to support database operations, vertical scaling (aka scaling up which is very easy to do on Azure) has its own set of limits and eventually reaches a point of diminishing returns.

The Negative Ripple Effect on xDB

I have seen cases where due to the massive amount of data stored in the xDB collection shards over time, xConnect Search will fail to keep the xDB index in sync, and xConnect search will stop working.

After this happens, the only option is to rebuild your xDB index, but because of the poor xDB collection database performance, it will take days, if not weeks if you are lucky.

Or, it will simply keep failing.

How Increasing Shards Helps

Adding additional collection shards to xDB means additional SQL compute capacity to serve incoming queries in the distributed configuration, and thus faster query response times and index builds.

Additional shards will increase total cluster storage capacity, speed up processing, and offer higher availability at a much lower cost than vertical scaling.

How the xDB Resharding Tool Helps

As I started working with Vitaly to architect this tool, our first idea was to use the Data Exchange Framework that is used to power the xDB Migration Tool. We had used a customized version of this tool when we migrated from our Sitecore 8.2 deployment to our current 9.1.

We decided to pivot, because we wanted a lightweight tool that could run on any Windows-based machine, and would run directly against SQL and as a result, be much more efficient!

The Beauty of the Tool Part 1: Migrating Your Data

This tool allows you to reshard your Sitecore xDB Collection Databases without any data loss.

What does this mean exactly?!

This tool allows you to migrate your current SQL xDB analytics collection database shards to a new set of xDB analytics collection database shards without losing any of your data.

So, for example if you have 2 shard databases, and want to move up to 4 shard databases, this tool will allow you to migrate over.

For this example, you would set up 4 new shards using SIF (as shown in Vitaly's GitHub readme doc), or use the Shard Map Manager Tool, and then point the tool at your old shards and the new shards and voila! Your data will get migrated over!

The Beauty of the Tool Part 2: Resume Mode

Another fantastic feature that Vitaly added to this tool is "resume mode". If there is a glitch in the migration process, or you need to stop it manually for some reason and resume later, it will remember where it left off and pick the migration right back up!

Battle-Tested and Ready For Download!

This tool has been tested, and I can say that it works, and works well!

You can check the full source code out on Vitaly's GitHub: https://github.com/pblrok/Sitecore.XDB.ReshardingTool

You can download your copy today using this link: https://github.com/pblrok/Sitecore.XDB.ReshardingTool/raw/master/ToolReleases/win-x64.zip


Saturday, August 31, 2019

Sitecore xDB - Optimizing Your xDB Index Rebuild For Speed

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Having performed Sitecore xDB index rebuilds many times with large data sets, I wanted to share some key tips to ensure a successful and speedy rebuild.

My experience has been on Azure PaaS, with both Azure Search and SolrCloud, but these techniques can be applied to on-premise and IaaS as well.

Change The Log Level

Before starting a large rebuild job, it's important to enable the proper logging in case you need to investigate any issues that may arise. By default, the log level is set to Warning. Change it to Information.

Navigate to the: App_Data\jobs\continuous\IndexWorker\App_data\config\sitecore\CoreServices\sc.Serilog.xml file, and change the MinimumLevel to Information: 
   <MinimumLevel>
      <Default>Information</Default>
    </MinimumLevel>

Optimize Your Indexer Batch Size

Don't be over eager with your indexer's batch size setting. This setting determines how many contacts or interactions are loaded per parallel stream during an index rebuild. This setting is found in the following location:
App_Data\jobs\continuous\IndexWorker\App_data\config\sitecore\SearchIndexer\sc.Xdb.Collection.IndexerSettings.xml file:
<BatchSize>1000</BatchSize>

I have had success reducing this size to 500, as it helps execution go faster and prevents you from hitting timeouts during your rebuild when your shard databases are under heavy load.

Reduce Your SplitRecordsThreshold

A good tip from a member of our Sitecore community. By default, this value is set to 25000. Tweaking and reducing this value can also make your rebuilds run faster, and improve your live indexing.

Like the Indexer Batch size, this setting is found in the following location:
App_Data\jobs\continuous\IndexWorker\App_data\config\sitecore\SearchIndexer\sc.Xdb.Collection.IndexerSettings.xml
<SplitRecordsThreshold>25000</SplitRecordsThreshold>

I have had success reducing this size to a little less than half the original value, 12000.

Reduce Your Index Writer's ParallelizationDegree

To decrease load in your Search Service, another good suggestion is to decrease the PrallelizationDegree Setting which is 4 by default.

You will see this in many of the other configs in your xConnect App Services. This setting determines how many parallel streams of data can be processed at the same time.

This setting is found in this location for Solr:
\App_Data\jobs\continuous\IndexWorker\App_data\config\sitecore\SearchIndexer\ sc.Xdb.Collection.IndexWriter.SOLR.xml
 <ParallelizationDegree>4</ParallelizationDegree>​

This setting is found in this location for Azure Search:
\App_Data\jobs\continuous\IndexWorker\App_data\config\sitecore\SearchIndexer\ sc.Xdb.Collection.IndexWriter.AzureSearch.xml
 <ParallelizationDegree>4</ParallelizationDegree>​

I have seen large improvements reducing this value from 4 to 1.

Optimize Your Databases

Optimize, optimize, optimize your shard databases!!!

If you are not already using the AzureSQLMaintenance Stored Procedure on your Sitecore databases, do it today!

This is critically important for not only your shard databases but also your other Sitecore databases like Core, Master and Web.  Marketing Automation and Reference databases also get hammered pretty hard, so make sure that this gets applied and run regularly on these.

Note that this maintenance is 100% necessary. As Grant Killian says: "The expectation that Azure SQL is a 'fully managed solution' is somewhat misleading, as rebuilding query stats and defragmentation are the user’s responsibility."

Sitecore recommends an approach like this: https://techcommunity.microsoft.com/t5/Azure-Database-Support-Blog/Automating-Azure-SQL-DB-index-and-statistics-maintenance-using/ba-p/368974

Schedule an Azure Automation “Runbook” to attend to this after hours for all Sitecore databases.

Run the Rebuild

After all this things have been completed, run the xDB rebuild as Sitecore's docs mentions.  In Kudu, go to site\wwwroot\App_data\jobs\continuous\IndexWorker and execute this command:

.\XConnectSearchIndexer.exe -rr

After this, you will see the magic start with docs in your inactive / rebuild index first be reset to 0, and then counts start gradually increasing.

Unfortunately, there is no way to see how far along you are. There is however a query that you can run against your Azure Search or Solr indexes to check the status.

Azure Search Query
$filter=id eq 'xdb-rebuild-status'&$select=id,rebuildstate

Solr Query
id:"xdb-rebuild-status"

Returned Index Rebuild Status:
Default = 0
RebuildRequested = 1
Starting = 2
RebuildingExistingData = 3
RebuildingIncomingChanges = 4
Finishing = 5
Finished = 6

Rebuild Success

When you run the status query, and you see a "6" (sometimes you will see "5" returned, and that's ok too),  you have a successfully completed the rebuild, and new data will start flowing into your xDB index.

Friday, August 9, 2019

Demystifying Pools and Threads to Optimize and Troubleshoot Your Sitecore Application

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Background

If you are .NET application developer that works on Sitecore or not, it is important to have an understanding of how the Microsoft .NET Common Language Runtime (CLR) Thread Pool works will help you determine how to configure your application for optimal performance and help you troubleshoot issues that may present themselves in high traffic production environments.

This topic has been of great interest to me, and it's understanding has helped me troubleshoot and solve many difficult problems within the Sitecore realm.

I am hoping that this post helps other fellow Sitecore developers who may not be as familiar with the inner workings of the .NET CLR and Thread Pool, to have a starting pointing to understand where potential threading issues may occur if the application you support shows symptoms similar to what I intend to discuss.



Thread Pool and Threads 

To put it simply, a thread pool is a group of warmed up threads that are ready to be assigned work to process. 

The CLR Thread Pool contains 2 types of threads that have different roles.

1) Worker Threads 

Worker threads are threads that process HTTP requests that come into your web server - basically they handle and process your application's logic. 

2) Input/Output (I/O) Completion Port or IOCP Threads 

These threads handle communication from your application's code to a network type resource, like a database or web service.

There is really no technical difference between worker threads and IOCP threads. The CLR Thread Pool keeps separate pools of each simply to avoid a situation where high demand on worker threads exhausts all the threads available to dispatch native I/O callbacks, potentially leading to a deadlock. However, this can still occur under certain circumstances.

Out of the Box / Default Thread Pool Thread Counts 

Minimums 

By default, the number of Worker and IOCP threads that your Thread Pool will have ready for work is determined by the number of processors your server has.

Min Formula: Processor Count =  Thread Pool Worker Threads = Thread Pool IOCP Threads

Example: If you have a server with 8 CPUs, you will start with only 8 worker and 8 IOCP threads.

Maximums 

By default, the maximum number of Worker and IOCP threads is 20 per processor.

Max Formula: Processor Count * 20 =  Max Thread Pool Worker Threads = Max Thread Pool IOCP Threads

Example:  If you have a server with 8 CPUs, the default max worker and IOCP threads will be 20 x 8 = 160.

Safety Switch 

The Thread Pool WILL NOT inject new threads when the CPU usage is above 80%. This is a safely mechanism to prevent overloading the CPU.

The Thread Pool In Action

As requests come into your web server, the Thread Pool will inject new worker or I/O completion threads when all the other threads are busy until it reaches the "Minimum" number for each type of thread.

After this "Minimum" has been reached, the Thread Pool will throttle the rate at which it injects new threads and will only add or remove 1 thread per 500ms / 2 threads per second, or as a thread has completed work and becomes free, whatever comes first.

Through its "hill climbing technique algorithm", it is self-tuning and will stop adding threads and remove them if they are not actually helping improve throughput. The thread injection will continue while there is still work to be done until the "Maximum" number for each thread type has been reached.

As the number of requests is reduced, the threads in the Thread Pool start timing out waiting for new work (if an existing thread stays idle for 15 seconds), and will eventually retire themselves until the pool shrinks back to the minimum.

"Bursty" Web Traffic, Thread Starvation and 503 Service Unavailable

Let's say you have your Sitecore site running on an untuned, single Content Delivery server that has 8 processors with the default Thread Pool thread settings. For the sake of the simple example, let's assume we have an under-powered web service (perhaps used for looking up customer information from a backend CRM system) that under heavy load takes 5 seconds to provide a response to a request. Our developers have not implemented asynchronous programming in this example, and use the HttpWebRequest class.

We start out with 8 warmed up and ready worker and IOCP threads in our Thread Pool.

Now, lets say we have burst of 100 visitors accessing different pages (pages that consume the web service) on our site at the same time. The Thread Pool will quickly assign the 8 threads to handle the first 8 requests that will be busy for the next 5 seconds, while the other 92 sit in a queue. As you can see, it will take many 500ms intervals to catch up with the workload. IIS will wait some time for the threads to get free, so that the requests in queue can be processed. If any thread gets free in the waiting time, then it will be used to process the request. Otherwise IIS will return a 503 Service Unavailable error message. Both the slow web service and the untuned Thread Pool will result in some unhappy visitors seeing the 503 error message.

Looking at this a bit closer, a call to a web service uses one worker thread to execute the code that sends the request and one IOCP thread to receive the callback from the web service. In our case, the Thread Pool is completely saturated with work, and so the callback can never get executed because the items that were queued in the thread pool were blocked.

This problem is called Thread Pool Starvation - we have a "hungry" queue waiting to be served threads from the pool to perform some work, but none are available.

This example is a good reason for using asynchronous programming. With async programming, threads aren’t blocked while requests are being handled, so the threads would be freed up almost immediately.

Optimizing Thread Settings 

The ability to tune / manage thread settings has been available in the .NET framework for ages - since v1.1 actually.

Arguably, the most important settings are the minWorkerThreads and minIOThreads where you can specific the minimum number of threads that are available to your application's Thread Pool out of the gate (overriding the default formula's based on processor count as described above).

Threads that are controlled by these settings can be created at a much faster rate (because they are spawned from the Thread Pool), than worker threads that are created from the CLR's default "thread-tuning" capabilities - 1 thread per 500ms / 2 threads per second when all available threads in the pool are busy.

These and other important thread settings can be set in either your server's machine configuration file (in the \WINDOWS\Microsoft.Net\Framework\vXXXX\CONFIG directory) or with the Thread Pool API.

Beware: Out-of-Process Session State and Redis Client  

Out-of-Process Session State

If you are using Out-of-Process Session State in your Sitecore environment, you need to tune your Thread Pool!

Each of your Sitecore Content Delivery instances are individually configured to query expired sessions from your session store. This mechanism will add a ton of additional request overhead to your CD instances, and if your Thread Pools aren't tuned to handle this, you will find yourself in a Thread Starvation situation.

For more background on how and why this happens, please check out Ivan Sharamok's great post: http://blog.sharamok.com/2018-04-07/prepare-cd-for-experience-data-collection

Redis Client

If you are running your Sitecore environments on Microsoft Azure, you will be using Redis for session management. Sitecore makes use of the StackExchange.Redis client within the platform. Even though the client is built for high performance, it get's finicky if your Thread Pool threads are all busy, the "minimum" has been reached and thread injection slows down. You will start seeing Redis service request timeouts.

It is important for you to go through a Thread Pool tuning exercise to ensure that you don't run into Thread Starvation issues.

The nice thing is that the client prints Thread Pool statistics to your logs with details about worker and IOCP threads, to help you with your tuning exercise.

For more details, follow this Microsoft Redis FAQ link: https://docs.microsoft.com/en-us/azure/azure-cache-for-redis/cache-faq#important-details-about-threadpool-growth

Self-adjusting Thread Settings 

Lucky for us on Sitecore 9 and above, there is a pipeline processor that allows the application to adjust thread limits dynamically based on real-time thread availability (using the Thread Pool API).

By default, every 500 milliseconds, the processor will keep adding 50 to the minWorkerThreads setting via the Thread Pool API until it determines that the minimum number of threads is adequate based on available threads.

In my next post, I intend to explore this processor in detail and provide information on it's self-tuning abilities.

Thursday, May 16, 2019

Going to Production with Sitecore 9.1 on Azure PaaS: Critical Patches Required For Stability

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After spending several months upgrading our custom solution to Sitecore 9.1, and launching on Azure PaaS, I have learned a lot about what it takes to eventually see the sunshine between those stormy clouds.

This is the first of a series of posts intended to help you and your team make the transition as smooth as possible.



Critical Patches

There are several patches and things that you will need to deploy that are imperative to your success on Azure PaaS.


High CPU - Excessive Thread Consumption

Sitecore traditional server roles (Content Management, Content Delivery etc) operate in a synchronous context while xConnect operations are asynchronous. Therefore, communication between your Sitecore traditional servers and xConnect are performed in a synchronous to asynchronous context.

This sync to async operation requires double the number of threads on the sync side in order to do the job.  This could result in there not being enough threads available to unblock the main thread.

Sitecore handled this excessive threading problem in their application code by building a custom thread scheduler. What this does is take advantage of a blocked thread to execute the operation, thus reducing the need for the additional thread, and making this synchronous to asynchronous context more efficient.

Great stuff right? Well, the problem that everyone will be faced with is that if you are not using an exact version of the System.Net.Http library, this thread scheduler simply doesn't work!

New versions of System.Net.Http don't respect the custom thread schedulers that Sitecore has built.

With the configurations that are shipped with Sitecore 9.x, the application uses the Global Assembly Cache to reference System.Net.Http, and 9 times out of 10, it will be a newer version of this library.

Without this thread scheduler working, you will end up with high CPU due to thread blocking, and your application will start failing to respond to incoming http requests.

In my case, I saw blocking appear in session end pipelines, and also in some calls on my Content Management server when working with EXM and contacts.

More detail about his issue, and the fix is described in this article: https://kb.sitecore.net/articles/327701

When you read the article, you would think that it doesn't apply to you because it is referring to .NET 4.7.2, and if you are working with Sitecore 9.x, the application ships using 4.7.1.

The truth is that it does! You need to perform the following actions in order to fix the threading problem:

1. Apply the binding redirect to your web.config to force Sitecore to use System.Net.Http version 4.2.0.0 mentioned in the article:


2. Deploy the System.Net.Http version 4.2.0.0 to the bin folder on all your traditional Sitecore instances.

NOTE: Make sure you remove any duplicate System.Net.Http binding redirect entries in your web.config, and that you only have the one described above.

Reference Data

First Issue

This first patch you need adds the ability to configure cache sizes and expiration time for the UserAgentDictionaryCache, ReferringSitesDictionary, and GeoIpDataDictionary, and the size for ReferenceDataClientDictionary cache. Without this patch, you will see high DTU (up to 100%) in your Reference Data database as there is a bug that allows the cache size to grow enormously, which leads to performance issues and shutdowns.

In order to fix the issue, you need to review the following KB article: https://kb.sitecore.net/articles/067230

In our 9.1 instance, I used the 9.0.1.2 version of the patch.

Second Issue

This first patch is not enough to fix your Reference Data woes. There is another set of Stored Procedure performance issues related to SQL when querying the Reference Data database. 

You will need to download and execute the following SQL scripts in order to fix this issue:
GetDefinitions.sql and SaveDefinitions.sql

Update 08/17/19
Sitecore provided an improved SQL script as the original scripts could lead to issues with the related operations in some scenarios (e.g. batch operations with GetDefinions returning only the first result).

Download the updated script here.

Redis Session Provider

First Issue

If you are on Azure PaaS, you will most definitely using Redis as your Out of Proc Session State Provider.

Patch 210408 is critical for the stability of session state in your environment https://kb.sitecore.net/articles/464570

This patch limits the number of worker threads per CPU core and also reserves threads so they can handle session end requests/threads with the least amount of delay as possible. Reading between the lines, this patch simply handles the Redis timeout issue more gracefully.

Without this, you will see session end events using all the threads and leaving no room to handle incoming http requests. After hanging for some time, they eventually end up with 502 error due to a timeout.

After applying the patch, the timeout settings referenced in this KB article will need to be made in both your web.config and Sitecore.Analytics.Tracking.config. You also want to update your pollingInterval to 60 seconds to reduce the stress on your Redis instance as well.

Note: Depending on how much traffic your site takes on, you may need to adjust the patch settings in order to free up more threads.

So for example, you can take the original settings, and add a multiplication factor of 3 or 4. As I mentioned before, this will be up to you to determine, based on your experienced load.

Example with multiplication factor of 3:


For my shared session tracker update, I created a patch file like the following:


Second Issue

Gabe Streza has a great post regarding the symptoms experienced when Redis instances powering your session state are under load: https://www.sitecoregabe.com/2019/02/redis-dead-redemption-redis-cache.html

It's important to read through his post, and also Sitecore's KB article: https://kb.sitecore.net/articles/858026

What both are basically saying is that you will need to create a new Redis instance in Azure, so that you can split your private sessions and shared sessions. So, to be clear, you will have one Redis Instance to handle private sessions and another to handle shared sessions.

I decided to keep my existing Redis instance to handle shared sessions, and used the new Redis instance to handle private sessions.

Similar to Gabe's steps, I created a new redis.sessions.private entry in the ConnectionString.config.

I then updated my Session State provider in my web.config to the following:

Final Thoughts 

These fixes have made a night and day difference on the stability of our high traffic 9.1 sites on Azure PaaS.

Feel free to reach out to me on Twitter or Sitecore Slack if you have any questions.

Sunday, September 30, 2018

Sitecore Azure PaaS: Updating Your License File For All Deployed App Service Instances

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Background

If you are provisioning a new set of Sitecore environments on your own, or if the Sitecore Managed Cloud Hosting Team provisions your environments for you, you will most likely be using a temporary license file that is valid for 1 month while you are waiting for your permanent license file .

When the temporary license expires, your Sitecore instances will stop working. Therefore, it is important that you upload a valid permanent license.xml file as soon as it is available.

File Locations

In an XP Scaled environment, there are many different App Services and locations where the license.xml file will need to be updated.

I created a list of the App Service roles and the license file locations for your reference:

App Service Role License File Location
xc-search  \App_data & \App_data\jobs\continuous\IndexWorker\App_data
ma-ops  \App_data & \App_data\jobs\continuous\AutomationEngine\App_Data
cd  \App_data
cm  \App_data
ma-rep  \App_data
prc  \App_data
rep  \App_data
xc-collect  \App_data
xc-refdata  \App_data

Updating the License File

The easiest way to update the file is to use the Debug console in the Kudu "Advanced Tools" in your App Service Instance, or an FTPS client to connect directly to the App's filesystem.


Thursday, May 10, 2018

Sitecore Azure Search: Sharing a Search Service in a Development Environment

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Background

When developing on the Sitecore Platform using Azure Search, the cloud-based service behaves differently, and so it is best to develop against an actual search service to ensure that you uncover any unexpected behavior before pushing to a higher environment that is using Azure Search.

I put together a quick patch file that updates the Sitecore Index names, allowing your development team to share a Azure Search service.

Simply set the environment variable and drop this file in the "Include/zzz" folder.


Note: There is a platform dependency on the "sitecore_marketingdefinitions_master" and "sitecore_marketingdefinitions_web" naming so those 2 indexes are excluded from the patch.

In a development environment, we can live with sharing these indexes.

Update: Kudos to John Rappel for suggesting to use a variable to make the implementation simple.

Sunday, April 29, 2018

Exploring Sitecore Managed Cloud Part 1: Tiers, Sizing, Provisioning and Upgrades

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Background

I have been working within a client's Sitecore Managed Cloud environment for the last several months, and wanted to share some insights gained from my experience in a series of blog posts, this being the first.



Tier Configuration

Sitecore Managed Cloud Hosting offers a variety of tiers based on traffic volume.

Each tier has a recommended hardware configuration, as shown here: https://doc.sitecore.net/sitecore_experience_platform/setting_up_and_maintaining/sitecore_on_azure/deploying/sitecore_configurations_and_topology_for_azure

When you commit to a tier, Sitecore's Managed Cloud Team will provision your Azure infrastructure to support that tier. You will have the ability to increase to the next tier when traffic increases are expected.

If traffic exceeds the threshold of the currently subscribed tier, an overage charge will be applied. From what I understand, the overage cost is about 25% greater than the additional cost of jumping to the next tier.

Tier Sizing and Overage

Sitecore Managed Cloud has the concept of an “included Azure spend” linked to each tier.

If you need to scale up or out, and the cost associated with your scaling goes above your “included Azure spend”,  it is up to you to pay an overage fee. This fee is based on an “overage multiplier” that Sitecore provides you with.

Here are some overage examples:

  • Additional Traffic beyond tier
  • Additional Web Apps Used (Add 1 or more Content Delivery Web App)
  • Exceed Storage Limits (loading large amounts of videos or pdfs)
  • Exceeding Storage Limits for xDB

TIER 1 TIER 2 TIER 2 TIER 4 TIER 5
XP–XSmall XP–Small XP–Medium XP–Large XP-XLarge
TRAFFIC (in visits/mo.) 0–100k 100k –200k 200k –1MM 1MM –5MM 5MM –10MM
Content Management 1 (B2) 1 (B2) 1 (B2) 1 (B2) 1 (B2)
Content Delivery 1 (B2) 2 (B2) 3 (B2) 4 (S2) 8 (S3)
Bandwidth 20 GB 40 GB 40 GB 60 GB 100 GB

The Azure App Service Plan pricing page provides details regarding what B2s and S3s are: https://azure.microsoft.com/en-us/pricing/details/app-service/

Sitecore recommends proactive increase of a given topology’s tiers when traffic increases are expected. However, the alternative overage charge poses only a moderate increase in cost to maintain site performance during unexpected, temporary spikes in volume. It also can serve as an indicator that advancement to a larger tier should be considered.

Infrastructure Provisioning

Before provisioning the new infrastructure, the Sitecore Managed Cloud Hosting Team will request that you provide them with the following  information:

  1. Sitecore Version (Eg: Sitecore XP 9.0 Update-1)
  2. Logical Name (Eg: MySuperSolution)
  3. Location of Deployment (Eg: East US)
  4. Location of your Microsoft Application Insights Resources (Eg: East US)
  5. Microsoft Live IDs who can access your Managed Cloud set
From my experience, provisioning will take about a day.

NOTE: As mentioned here: Sitecore provisions you with a temporary license file that is valid for one month. When the temporary license expires, Sitecore stops working, therefore it is important that you upload a valid permanent license.xml file as soon as possible.

Upgrades

Unfortunately, you as a partner or customer will be responsible for upgrades after the Sitecore Managed Cloud Hosting Team has provisioned your infrastructure.

Sitecore initially provisioned our infrastructure using Sitecore 9 Initial Release. After a couple weeks, Sitecore Update-1 was released, and we opened a ticket to request for them to provision all environments on the newer version.

The only reason they did this for us was because we hadn't deployed anything to the new environments, and they could simply delete the existing and provision the new ones using the updated Azure Web Packages.

So the point is - they will NOT upgrade your environment after you have deployed your custom solution into it.