scadalink-design/docs/requirements/Component-ClusterInfrastructure.md

Component: Cluster Infrastructure

Purpose

The Cluster Infrastructure component manages the Akka.NET cluster setup, active/standby node roles, failover detection, and the foundational runtime environment on which all other components run. It provides the base layer for both central and site clusters.

Location

Both central and site clusters.

Responsibilities

• Bootstrap the Akka.NET actor system on each node.
• Form a two-node cluster (active/standby) using Akka.NET Cluster.
• Manage leader election and role assignment (active vs. standby).
• Detect node failures and trigger failover.
• Provide the Akka.NET remoting infrastructure for inter-cluster communication.
• Support cluster singleton hosting (used by the Site Runtime Deployment Manager singleton on site clusters).
• Manage Windows service lifecycle (start, stop, restart) on each node.

Cluster Topology

Central Cluster

• Two nodes forming an Akka.NET cluster.
• One active node runs all central components (Template Engine, Deployment Manager, Central UI, etc.).
• One standby node is ready to take over on failover.
• Connected to MS SQL databases (Config DB, Machine Data DB).

Site Cluster (per site)

• Two nodes forming an Akka.NET cluster.
• One active node runs all site components (Site Runtime, Data Connection Layer, Store-and-Forward Engine, etc.).
• The Site Runtime Deployment Manager runs as an Akka.NET cluster singleton on the active node, owning the full Instance Actor hierarchy.
• One standby node receives replicated store-and-forward data and is ready to take over.
• Connected to local SQLite databases (store-and-forward buffer, event logs, deployed configurations).
• Connected to machines via data connections (OPC UA, LmxProxy).

Failover Behavior

Detection

• Akka.NET Cluster monitors node health via heartbeat.
• If the active node becomes unreachable, the standby node detects the failure and promotes itself to active.

Central Failover

• The new active node takes over all central responsibilities.
• In-progress deployments are treated as failed — engineers must retry.
• The UI session may be interrupted — users reconnect to the new active node.
• No message buffering at central — no state to recover beyond what's in MS SQL.

Site Failover

• The new active node takes over:
  • The Deployment Manager singleton restarts and re-creates the full Instance Actor hierarchy by reading deployed configurations from local SQLite. Each Instance Actor spawns its child Script and Alarm Actors.
  • Data collection (Data Connection Layer re-establishes subscriptions as Instance Actors register their data source references).
  • Store-and-forward delivery (buffer is already replicated locally).
• Active debug view streams from central are interrupted — the engineer must re-open them.
• Health reporting resumes from the new active node.
• Alarm states are re-evaluated from incoming values (alarm state is in-memory only).

Split-Brain Resolution

The system uses the Akka.NET keep-oldest split-brain resolver strategy:

• On a network partition, the node that has been in the cluster longest remains active. The younger node downs itself.
• Stable-after duration: 15 seconds. The cluster membership must remain stable (no changes) for 15 seconds before the resolver acts to down unreachable nodes. This prevents premature downing during startup or rolling restarts.
• down-if-alone = on: The keep-oldest resolver is configured with down-if-alone enabled. If the oldest node finds itself alone (no other reachable members), it downs itself rather than continuing as a single-node cluster. This prevents the oldest node from running in isolation during a network partition while the younger node also forms its own cluster.
• Why keep-oldest: With only two nodes, quorum-based strategies (static-quorum, keep-majority) cannot distinguish "one node crashed" from "network partition" — both sides see fewer than quorum and both would down themselves, resulting in total cluster shutdown. Keep-oldest with down-if-alone provides safe singleton ownership — at most one node runs the cluster singleton at any time.

Single-Node Operation

akka.cluster.min-nr-of-members must be set to 1. After failover, only one node is running. If set to 2, the surviving node waits for a second member before allowing the Cluster Singleton (Site Runtime Deployment Manager) to start — blocking all data collection and script execution indefinitely.

Failure Detection Timing

Configurable defaults for heartbeat and failure detection:

Setting	Default	Description
Heartbeat interval	2 seconds	Frequency of health check messages between nodes
Failure detection threshold	10 seconds	Time without heartbeat before a node is considered unreachable
Stable-after (split-brain)	15 seconds	Time cluster must be stable before resolver acts
Total failover time	~25 seconds	Detection (10s) + stable-after (15s) + singleton restart

These values balance failover speed with stability — fast enough that data collection gaps are small, tolerant enough that brief network hiccups don't trigger unnecessary failovers.

Dual-Node Recovery

If both nodes in a cluster fail simultaneously (e.g., site power outage):

1. No manual intervention required. Since both nodes are configured as seed nodes, whichever node starts first forms a new cluster. The second node joins when it starts.
2. State recovery (each node has its own local copy of all required data):
   • Site clusters: The Deployment Manager singleton reads deployed configurations from local SQLite and re-creates the full Instance Actor hierarchy. Store-and-forward buffers are already persisted locally. Alarm states re-evaluate from incoming data values.
   • Central cluster: All state is in MS SQL (configuration database). The active node resumes normal operation.
3. The keep-oldest resolver handles the "both starting fresh" case naturally — there is no pre-existing cluster to conflict with.

Graceful Shutdown & Singleton Handover

When a node is stopped for planned maintenance (Windows Service stop), CoordinatedShutdown triggers a graceful leave from the cluster. This enables the Cluster Singleton (Site Runtime Deployment Manager) to hand over to the other node in seconds (limited by the hand-over retry interval) rather than waiting for the full failure detection timeout (~25 seconds).

Configuration required:

• akka.coordinated-shutdown.run-by-clr-shutdown-hook = on
• akka.cluster.run-coordinated-shutdown-when-down = on

The Host component wires CoordinatedShutdown into the Windows Service lifecycle (see REQ-HOST-9).

Node Configuration

Each node is configured with:

• Cluster seed nodes: Both nodes are seed nodes — each node lists both itself and its partner. Either node can start first and form the cluster; the other joins when it starts. No startup ordering dependency.
• Cluster role: Central or Site (plus site identifier for site clusters).
• Akka.NET remoting: Hostname/port for inter-node and inter-cluster communication (default 8081 central, 8082 site).
• gRPC port (site nodes only): Dedicated HTTP/2 port for the SiteStreamGrpcServer (default 8083). Separate from the Akka remoting port — gRPC uses Kestrel, Akka uses its own TCP transport.
• Local storage paths: SQLite database locations (site nodes only).

Windows Service

• Each node runs as a Windows service for automatic startup and recovery.
• Service configuration includes Akka.NET cluster settings and component-specific configuration.

Platform

• OS: Windows Server.
• Runtime: .NET (Akka.NET).
• Cluster: Akka.NET Cluster (application-level, not Windows Server Failover Clustering).

Dependencies

• Akka.NET: Core actor system, cluster, remoting, and cluster singleton libraries.
• Windows: Service hosting, networking.
• MS SQL (central only): Database connectivity.
• SQLite (sites only): Local storage.

Interactions

• All components: Every component runs within the Akka.NET actor system managed by this infrastructure.
• Site Runtime: The Deployment Manager singleton relies on Akka.NET cluster singleton support provided by this infrastructure.
• Communication Layer: Built on top of the Akka.NET remoting provided here.
• Health Monitoring: Reports node status (active/standby) as a health metric.