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Willy Tarreaub1a34b62010-05-09 22:37:12 +02001 ----------------------
2 HAProxy how-to
3 ----------------------
Willy Tarreau068c3442016-04-13 00:05:35 +02004 version 1.5
Willy Tarreaub1a34b62010-05-09 22:37:12 +02005 willy tarreau
Willy Tarreau068c3442016-04-13 00:05:35 +02006 2016/04/13
willy tarreau78345332005-12-18 01:33:16 +01007
8
Willy Tarreaub1a34b62010-05-09 22:37:12 +020091) How to build it
10------------------
11
Willy Tarreau869f3512014-06-19 15:26:32 +020012First, please note that this version is a stable version, so in general if you
13are not used to build from sources, it is recommended that instead you follow
14the packaged updates provided by your software vendor or Linux distribution.
15Most of them are taking this task seriously and are doing a good job. If for
16any reason you'd prefer a different version than the one packaged for your
17system, or to get some commercial support, other choices are available at :
18
19 http://www.haproxy.com/
20
willy tarreau78345332005-12-18 01:33:16 +010021To build haproxy, you will need :
Willy Tarreaub1a34b62010-05-09 22:37:12 +020022 - GNU make. Neither Solaris nor OpenBSD's make work with the GNU Makefile.
Willy Tarreau3543cdb2014-05-10 09:12:46 +020023 If you get many syntax errors when running "make", you may want to retry
24 with "gmake" which is the name commonly used for GNU make on BSD systems.
Willy Tarreau869f3512014-06-19 15:26:32 +020025 - GCC between 2.95 and 4.8. Others may work, but not tested.
willy tarreau78345332005-12-18 01:33:16 +010026 - GNU ld
27
28Also, you might want to build with libpcre support, which will provide a very
Willy Tarreaub1a34b62010-05-09 22:37:12 +020029efficient regex implementation and will also fix some badness on Solaris' one.
willy tarreau78345332005-12-18 01:33:16 +010030
31To build haproxy, you have to choose your target OS amongst the following ones
32and assign it to the TARGET variable :
33
Willy Tarreau83b30c12008-05-25 10:32:50 +020034 - linux22 for Linux 2.2
35 - linux24 for Linux 2.4 and above (default)
36 - linux24e for Linux 2.4 with support for a working epoll (> 0.21)
Willy Tarreau83b30c12008-05-25 10:32:50 +020037 - linux26 for Linux 2.6 and above
Willy Tarreau869f3512014-06-19 15:26:32 +020038 - linux2628 for Linux 2.6.28, 3.x, and above (enables splice and tproxy)
Willy Tarreau83b30c12008-05-25 10:32:50 +020039 - solaris for Solaris 8 or 10 (others untested)
Willy Tarreau869f3512014-06-19 15:26:32 +020040 - freebsd for FreeBSD 5 to 10 (others untested)
Willy Tarreau8624cab2013-04-02 08:17:43 +020041 - osx for Mac OS/X
Daniel Jakotse4766ba2015-07-29 08:03:08 +020042 - openbsd for OpenBSD 3.1 and above
Willy Tarreau50abe302014-04-02 20:44:43 +020043 - aix51 for AIX 5.1
Willy Tarreau7dec9652012-06-06 16:15:03 +020044 - aix52 for AIX 5.2
Yitzhak Sapir32087312009-06-14 18:27:54 +020045 - cygwin for Cygwin
Willy Tarreau869f3512014-06-19 15:26:32 +020046 - generic for any other OS or version.
Willy Tarreau83b30c12008-05-25 10:32:50 +020047 - custom to manually adjust every setting
willy tarreau78345332005-12-18 01:33:16 +010048
49You may also choose your CPU to benefit from some optimizations. This is
50particularly important on UltraSparc machines. For this, you can assign
51one of the following choices to the CPU variable :
52
53 - i686 for intel PentiumPro, Pentium 2 and above, AMD Athlon
54 - i586 for intel Pentium, AMD K6, VIA C3.
55 - ultrasparc : Sun UltraSparc I/II/III/IV processor
Willy Tarreau94fb38f2014-07-10 20:24:25 +020056 - native : use the build machine's specific processor optimizations. Use with
57 extreme care, and never in virtualized environments (known to break).
58 - generic : any other processor or no CPU-specific optimization. (default)
willy tarreau78345332005-12-18 01:33:16 +010059
Willy Tarreau83b30c12008-05-25 10:32:50 +020060Alternatively, you may just set the CPU_CFLAGS value to the optimal GCC options
61for your platform.
62
Willy Tarreauef7341d2009-04-11 19:45:50 +020063You may want to build specific target binaries which do not match your native
64compiler's target. This is particularly true on 64-bit systems when you want
65to build a 32-bit binary. Use the ARCH variable for this purpose. Right now
Willy Tarreaua5899aa2010-11-28 07:41:00 +010066it only knows about a few x86 variants (i386,i486,i586,i686,x86_64), two
67generic ones (32,64) and sets -m32/-m64 as well as -march=<arch> accordingly.
Willy Tarreauef7341d2009-04-11 19:45:50 +020068
willy tarreau78345332005-12-18 01:33:16 +010069If your system supports PCRE (Perl Compatible Regular Expressions), then you
70really should build with libpcre which is between 2 and 10 times faster than
71other libc implementations. Regex are used for header processing (deletion,
72rewriting, allow, deny). The only inconvenient of libpcre is that it is not
73yet widely spread, so if you build for other systems, you might get into
74trouble if they don't have the dynamic library. In this situation, you should
75statically link libpcre into haproxy so that it will not be necessary to
Willy Tarreau83b30c12008-05-25 10:32:50 +020076install it on target systems. Available build options for PCRE are :
willy tarreau78345332005-12-18 01:33:16 +010077
Willy Tarreau83b30c12008-05-25 10:32:50 +020078 - USE_PCRE=1 to use libpcre, in whatever form is available on your system
willy tarreau78345332005-12-18 01:33:16 +010079 (shared or static)
80
Willy Tarreau83b30c12008-05-25 10:32:50 +020081 - USE_STATIC_PCRE=1 to use a static version of libpcre even if the dynamic
82 one is available. This will enhance portability.
83
Willy Tarreau663148c2012-12-12 00:38:22 +010084 - with no option, use your OS libc's standard regex implementation (default).
Willy Tarreau83b30c12008-05-25 10:32:50 +020085 Warning! group references on Solaris seem broken. Use static-pcre whenever
86 possible.
willy tarreau78345332005-12-18 01:33:16 +010087
Willy Tarreau64bc40b2011-03-23 20:00:53 +010088Recent systems can resolve IPv6 host names using getaddrinfo(). This primitive
89is not present in all libcs and does not work in all of them either. Support in
90glibc was broken before 2.3. Some embedded libs may not properly work either,
91thus, support is disabled by default, meaning that some host names which only
92resolve as IPv6 addresses will not resolve and configs might emit an error
93during parsing. If you know that your OS libc has reliable support for
94getaddrinfo(), you can add USE_GETADDRINFO=1 on the make command line to enable
95it. This is the recommended option for most Linux distro packagers since it's
96working fine on all recent mainstream distros. It is automatically enabled on
97Solaris 8 and above, as it's known to work.
98
Willy Tarreau3543cdb2014-05-10 09:12:46 +020099It is possible to add native support for SSL using the GNU makefile, by passing
100"USE_OPENSSL=1" on the make command line. The libssl and libcrypto will
101automatically be linked with haproxy. Some systems also require libz, so if the
102build fails due to missing symbols such as deflateInit(), then try again with
103"ADDLIB=-lz".
Willy Tarreaud4508812012-09-10 09:07:41 +0200104
Lukas Tribus3fe9f1e2013-05-19 16:28:17 +0200105To link OpenSSL statically against haproxy, build OpenSSL with the no-shared
106keyword and install it to a local directory, so your system is not affected :
107
108 $ export STATICLIBSSL=/tmp/staticlibssl
109 $ ./config --prefix=$STATICLIBSSL no-shared
110 $ make && make install_sw
111
Lukas Tribus130ddf72013-10-01 00:28:03 +0200112When building haproxy, pass that path via SSL_INC and SSL_LIB to make and
113include additional libs with ADDLIB if needed (in this case for example libdl):
Willy Tarreau3543cdb2014-05-10 09:12:46 +0200114
Lukas Tribus130ddf72013-10-01 00:28:03 +0200115 $ make TARGET=linux26 USE_OPENSSL=1 SSL_INC=$STATICLIBSSL/include SSL_LIB=$STATICLIBSSL/lib ADDLIB=-ldl
Lukas Tribus3fe9f1e2013-05-19 16:28:17 +0200116
William Lallemand82fe75c2012-10-23 10:25:10 +0200117It is also possible to include native support for ZLIB to benefit from HTTP
118compression. For this, pass "USE_ZLIB=1" on the "make" command line and ensure
119that zlib is present on the system.
120
willy tarreau78345332005-12-18 01:33:16 +0100121By default, the DEBUG variable is set to '-g' to enable debug symbols. It is
122not wise to disable it on uncommon systems, because it's often the only way to
123get a complete core when you need one. Otherwise, you can set DEBUG to '-s' to
124strip the binary.
125
126For example, I use this to build for Solaris 8 :
127
Willy Tarreau83b30c12008-05-25 10:32:50 +0200128 $ make TARGET=solaris CPU=ultrasparc USE_STATIC_PCRE=1
willy tarreau78345332005-12-18 01:33:16 +0100129
Willy Tarreau83b30c12008-05-25 10:32:50 +0200130And I build it this way on OpenBSD or FreeBSD :
willy tarreaud38e72d2006-03-19 20:56:52 +0100131
Willy Tarreau3543cdb2014-05-10 09:12:46 +0200132 $ gmake TARGET=freebsd USE_PCRE=1 USE_OPENSSL=1 USE_ZLIB=1
willy tarreaud38e72d2006-03-19 20:56:52 +0100133
Willy Tarreau663148c2012-12-12 00:38:22 +0100134And on a classic Linux with SSL and ZLIB support (eg: Red Hat 5.x) :
135
Willy Tarreau94fb38f2014-07-10 20:24:25 +0200136 $ make TARGET=linux26 USE_PCRE=1 USE_OPENSSL=1 USE_ZLIB=1
Willy Tarreau663148c2012-12-12 00:38:22 +0100137
138And on a recent Linux >= 2.6.28 with SSL and ZLIB support :
Willy Tarreaud4508812012-09-10 09:07:41 +0200139
Willy Tarreau94fb38f2014-07-10 20:24:25 +0200140 $ make TARGET=linux2628 USE_PCRE=1 USE_OPENSSL=1 USE_ZLIB=1
Willy Tarreaud4508812012-09-10 09:07:41 +0200141
William Lallemand82fe75c2012-10-23 10:25:10 +0200142In order to build a 32-bit binary on an x86_64 Linux system with SSL support
143without support for compression but when OpenSSL requires ZLIB anyway :
Willy Tarreauef7341d2009-04-11 19:45:50 +0200144
Willy Tarreaud4508812012-09-10 09:07:41 +0200145 $ make TARGET=linux26 ARCH=i386 USE_OPENSSL=1 ADDLIB=-lz
Willy Tarreauef7341d2009-04-11 19:45:50 +0200146
Willy Tarreaub1efede2014-05-09 00:44:48 +0200147The SSL stack supports session cache synchronization between all running
148processes. This involves some atomic operations and synchronization operations
149which come in multiple flavors depending on the system and architecture :
150
151 Atomic operations :
152 - internal assembler versions for x86/x86_64 architectures
153
154 - gcc builtins for other architectures. Some architectures might not
155 be fully supported or might require a more recent version of gcc.
156 If your architecture is not supported, you willy have to either use
157 pthread if supported, or to disable the shared cache.
158
159 - pthread (posix threads). Pthreads are very common but inter-process
160 support is not that common, and some older operating systems did not
161 report an error when enabling multi-process mode, so they used to
162 silently fail, possibly causing crashes. Linux's implementation is
163 fine. OpenBSD doesn't support them and doesn't build. FreeBSD 9 builds
164 and reports an error at runtime, while certain older versions might
165 silently fail. Pthreads are enabled using USE_PTHREAD_PSHARED=1.
166
167 Synchronization operations :
168 - internal spinlock : this mode is OS-independant, light but will not
169 scale well to many processes. However, accesses to the session cache
170 are rare enough that this mode could certainly always be used. This
171 is the default mode.
172
173 - Futexes, which are Linux-specific highly scalable light weight mutexes
174 implemented in user-space with some limited assistance from the kernel.
175 This is the default on Linux 2.6 and above and is enabled by passing
176 USE_FUTEX=1
177
178 - pthread (posix threads). See above.
179
180If none of these mechanisms is supported by your platform, you may need to
181build with USE_PRIVATE_CACHE=1 to totally disable SSL cache sharing. Then
182it is better not to run SSL on multiple processes.
183
willy tarreau78345332005-12-18 01:33:16 +0100184If you need to pass other defines, includes, libraries, etc... then please
185check the Makefile to see which ones will be available in your case, and
Willy Tarreau3543cdb2014-05-10 09:12:46 +0200186use the USE_* variables in the Makefile.
willy tarreau78345332005-12-18 01:33:16 +0100187
Willy Tarreau97ec9692010-01-28 20:52:05 +0100188AIX 5.3 is known to work with the generic target. However, for the binary to
189also run on 5.2 or earlier, you need to build with DEFINE="-D_MSGQSUPPORT",
Willy Tarreau869f3512014-06-19 15:26:32 +0200190otherwise __fd_select() will be used while not being present in the libc, but
191this is easily addressed using the "aix52" target. If you get build errors
192because of strange symbols or section mismatches, simply remove -g from
193DEBUG_CFLAGS.
Willy Tarreau97ec9692010-01-28 20:52:05 +0100194
Willy Tarreau32e65ef2013-04-02 08:14:29 +0200195You can easily define your own target with the GNU Makefile. Unknown targets
196are processed with no default option except USE_POLL=default. So you can very
197well use that property to define your own set of options. USE_POLL can even be
198disabled by setting USE_POLL="". For example :
199
200 $ gmake TARGET=tiny USE_POLL="" TARGET_CFLAGS=-fomit-frame-pointer
201
Willy Tarreaub1a34b62010-05-09 22:37:12 +0200202
2032) How to install it
204--------------------
205
206To install haproxy, you can either copy the single resulting binary to the
207place you want, or run :
208
209 $ sudo make install
210
211If you're packaging it for another system, you can specify its root directory
212in the usual DESTDIR variable.
213
214
2153) How to set it up
216-------------------
217
218There is some documentation in the doc/ directory :
219
220 - architecture.txt : this is the architecture manual. It is quite old and
221 does not tell about the nice new features, but it's still a good starting
222 point when you know what you want but don't know how to do it.
223
224 - configuration.txt : this is the configuration manual. It recalls a few
225 essential HTTP basic concepts, and details all the configuration file
226 syntax (keywords, units). It also describes the log and stats format. It
227 is normally always up to date. If you see that something is missing from
Willy Tarreau74774c02014-04-23 00:57:08 +0200228 it, please report it as this is a bug. Please note that this file is
229 huge and that it's generally more convenient to review Cyril Bonté's
230 HTML translation online here :
231
232 http://cbonte.github.io/haproxy-dconv/configuration-1.5.html
Willy Tarreaub1a34b62010-05-09 22:37:12 +0200233
234 - haproxy-en.txt / haproxy-fr.txt : these are the old outdated docs. You
235 should never need them. If you do, then please report what you didn't
236 find in the other ones.
237
238 - gpl.txt / lgpl.txt : the copy of the licenses covering the software. See
239 the 'LICENSE' file at the top for more information.
240
241 - the rest is mainly for developers.
242
243There are also a number of nice configuration examples in the "examples"
244directory as well as on several sites and articles on the net which are linked
245to from the haproxy web site.
246
247
2484) How to report a bug
249----------------------
250
251It is possible that from time to time you'll find a bug. A bug is a case where
252what you see is not what is documented. Otherwise it can be a misdesign. If you
253find that something is stupidly design, please discuss it on the list (see the
254"how to contribute" section below). If you feel like you're proceeding right
255and haproxy doesn't obey, then first ask yourself if it is possible that nobody
256before you has even encountered this issue. If it's unlikely, the you probably
257have an issue in your setup. Just in case of doubt, please consult the mailing
258list archives :
259
Willy Tarreaub1a34b62010-05-09 22:37:12 +0200260 http://marc.info/?l=haproxy
261
262Otherwise, please try to gather the maximum amount of information to help
263reproduce the issue and send that to the mailing list :
264
265 haproxy@formilux.org
266
267Please include your configuration and logs. You can mask your IP addresses and
268passwords, we don't need them. But it's essential that you post your config if
269you want people to guess what is happening.
270
271Also, keep in mind that haproxy is designed to NEVER CRASH. If you see it die
272without any reason, then it definitely is a critical bug that must be reported
273and urgently fixed. It has happened a couple of times in the past, essentially
274on development versions running on new architectures. If you think your setup
275is fairly common, then it is possible that the issue is totally unrelated.
276Anyway, if that happens, feel free to contact me directly, as I will give you
277instructions on how to collect a usable core file, and will probably ask for
278other captures that you'll not want to share with the list.
279
280
2815) How to contribute
282--------------------
283
Willy Tarreau50529282015-09-20 22:31:42 +0200284Please carefully read the CONTRIBUTING file that comes with the sources. It is
285mandatory.
Willy Tarreaub1a34b62010-05-09 22:37:12 +0200286
willy tarreau78345332005-12-18 01:33:16 +0100287-- end