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syslog-ng future: the path to syslog-ng 4

syslog-ng future: the path to syslog-ng 4

syslog-ng 3.0.1 was released 17th February 2009, almost exactly 13 years ago. The key feature at that point was to add support for RFC5424, the new “syslog” protocol. The 3.0 release marked a significant conceptual change in syslog-ng as this was where we introduced support for generic “name-value pairs”, a means to encode application or organization specific fields (aka name-value pairs as we named them) associated with a log message.

The 3.x release train has been a long and a busy one. We are right now at 3.35.1 with 3.36.1 right around the corner. Not counting bugfix releases, that’s ~4 releases per year on average. This pace was slower initially (~1 release/year) which then increased due to all the engineering practices that we implemented in the last decade: syslog-ng is a very well tested application today, covered both in terms of unit tests and functional, end-to-end testing. In the last years, the syslog-ng project has produced 5-6 releases per year (every ~2 months), in a rolling model. Apart from features and bugfixes we also had a sharp focus on compatibility and avoiding regressions.

When I started to draft this post, I compiled a list of noteworthy features that were created since 3.0.1 in 2009. My intention with the list was to include it here to back up my previous claim that there are lot of undiscovered and under-communicated aspects of syslog-ng. However, when I finished with the list, I had to realise that even if I trim it down, it is still too long to discuss it in a blog post at one go. For now, I’ve uploaded my raw notes here. I am probably going to use that list to publish technology pieces on the blog or create a survey to map out which are the more interesting items to syslog-ng users. I don’t know yet.

This post however, is not about the past, the title says it all: it is about the path to syslog-ng 4. With the relaunch taking place, I was thinking what else could be better to symbolize a restart than a new major version? With that we can take a moment to reflect on the 3.x series and start anew with fresh energy.

It is very important to state that syslog-ng 4 is not the revolutionary, break-everything kind of release that we see too often in the software world. Rather it is an evolutionary change that will be produced similarly to previous releases, that is:

  • the release will contain both features and bugfixes
  • if a change in behaviour is unavoidable, we keep being compatible using the config version mechanism, e.g. the “@version:” tag in the front of the config file
  • compatibility with old config versions are retained long term (e.g. we are compatible back to 3.0, with compatibility back to 2.0 dropped just a couple of years ago)

But why the fuzz, you may ask, about a new version number if nothing changes and we do exactly as before?

Well, there are some plans scheduled for 4.0 (more on those later), but I consider this release to be an opportunity to set up new, long term objectives. Objectives that will cover the upcoming releases as well and not just 4.0 itself. With the launch of this blog and through interactions with the community, I already have some thoughts of my own, still, I would like to allow community members to contribute even on the strategic level. Let’s find the mission statement for syslog-ng that covers the next 10 years and then guide the project towards those goals with a step in each release. I am posting the specifics and the mechanism of this work in an upcoming post. Until that post, please continue to send me feedback (via Email, gitter.im, GitHub, Reddit, LinkedIn whatever you like), I am truly enjoying each and every one of these interactions and make an effort to respond to all your queries. Also, the syslog-ng project started to use GitHub’s discussion feature, so if you have a suggestion with regards to syslog-ng 4, feel free to submit it here.

Release management and Support

So how would the release of 4.0 happen? Is this a new branch over 3.x? How long would we support 3.x?

These are all valid questions, however the answer is simple: syslog-ng 4 is nothing more than a 3.x release in this respect. We will add features and bugfixes and compatibility will be provided using the config version feature (ie. @version). We will make no breaking changes that we cannot continue to be compatible with. There will be no separate 3.x and 4.x releases going in parallel. If we break something, fixes would be pushed out in upcoming versions (either the scheduled one or an emergency one if the problem is critical). We are confident that our current test coverage gives us a safety net that allows us to use this release strategy.

At the same time, we are scheduling some larger-scale changes that will probably not fit into a normal 8 week release cycle we do these days. We don’t want to stop doing our 3.x releases and we don’t want to publish half-baked features. So how are we going to resolve this conflict?

The regular bugfix/feature flow of 3.x will continue to operate as before. Any 4.0 related functional change will be merged to master (and thus make it into 3.x releases) but any functional change will be disabled.

Once all 4.0 related changes are merged, a 4.0.1 release will be created, effectively turning on the new behaviours, except if the user operates in `@config: 3.x` mode, which is the usual method  to tell syslog-ng to operate in compatibility mode.

All of this basically means the following:

  • the 3.x feature and bugfix flow operates as normal
  • the 4.x related changes get merged and can be evaluated if someone is interested (by using “@version: 3.255” at the top of your configuration file)
  • no half-baked functionality is exposed, even if they take longer to bake than the 8 week release cadence.
  • all protected by our testing infrastructure

Up until now, only the versioning framework was merged with some more queued for merging. Details on some of the plans for 4.0 are coming in separate posts. Stay tuned!

syslog-ng distribution and support bottleneck

syslog-ng distribution and support bottleneck

I find that a lot of syslog-ng deployments are lagging behind and are using ancient versions. It has become difficult for me to get these deployments to more recent versions. No product is able to improve and cover new ground in a situation like this…

Being ancient is a relative term: for instance, in the JavaScript world it is considered ancient if you are using a framework that was initially released two or more years ago. New hypes and incompatible rewrites are published at a pace which makes the JavaScript ecosystem difficult to follow.

Maintaining this change velocity in the log management space is not feasible. Deploying a log management and processing infrastructure from scratch can literally take years just one time. Swapping out technologies every now and then on a whim would mean that the project never reaches the goals it was set out to achieve.

With that I said I still think that being able to regularly push out updates to deployments is an important bottleneck to solve for any product to be sustainable. This is needed for both the feature front (e.g. addressing new use-cases) and on the support perspective (e.g. fixing bugs).

I often get questions about syslog-ng 3.5.6. This release was originally published 5th August 2014, roughly 8 years ago, and happens to be part of EPEL7. syslog-ng is included in BMW i3 vehicles, this video shows the listing of open source components on the infotainment screen, The BMW Open Source DVD contains syslog-ng 3.4.7, a whooping fresh release from December 2013. There are similar stories with syslog-ng included in products or an OS release, usually with pretty old versions.

Why does this happen?

Due to the early adoption of syslog-ng, it was included in a number of Linux distributions and BSDs/UNIXes, even became default in some of them. I considered this a great success.

For none of these distributions however is log management a central question. They each need some kind of log daemon, but that’s it. Whether that log daemon is syslogd, rsyslog or syslog-ng does not really matter. Neither matters their actual version number. So even though distributions helped initial syslog-ng adoption, they have become a bottleneck in delivering new releases to users.

Users can still upgrade, right?

Enterprise users (and products that embed Linux and syslog-ng) pick an OS version and plan with it for ~10 years. Unfortunately they deploy syslog-ng as a part of the OS and expect the OS vendor to provide support. Often, the sysadmin responsible for log management is not even allowed to upgrade. Some claim that upgrading syslog-ng would violate their support terms, causing the entire OS to become unsupported.

So even though more recent versions of syslog-ng includes functionality or fixes they need, they stick to the old version and try to work around any issues they find.

The support from the OS vendor for the logging component is questionable at best and is restricted only for the most basic use-cases, not cases where syslog-ng would play an important role in one’s infrastructure. Just as log management is not a central focus for the OS, neither is it for the support team behind the OS. They would fix security issues, should they be reported, but otherwise they will just continue to use what they have.

Solution: state of the art binaries to pick from

Building the latest version of syslog-ng for your enterprise distro on your own is not for the faint of heart. Even though 20 years ago, building your own kernel or application was an essential part of a sysadmin’s job on any UNIX, this is not true any more.

Also, it was a lot easier to build syslog-ng in 2001, today we have so many integrations that pulling all the build dependencies (and the right versions) is far from trivial.

We worked hard in the past years to resolve this issue and today syslog-ng is not only available in source format. There are a number of options today to pick from, should you want to use the latest and greatest:

Over time, the building of bespoke/customized packages has become much easier too, this blog post explains it all.

So what’s your excuse? I am really interested if the options above suffice. Do you still use an old syslog-ng version? Why? Would any of the above work for you? If not, What would YOU need to upgrade syslog-ng to recent versions? And what would you need to change your processes to plan for upgrades regularly?

If you have a response to any of these questions, please post it as comment below or drop me an email. Thanks.