High Availability Basics

The goal of High Availability (HA) is to eliminate single points of failure, ensuring that services continue to operate even when some components fail. This article introduces the core concepts of HA and commonly used implementation approaches on RHEL-based distributions.

Core Concepts

High Availability (HA)

High availability refers to the ability of a system to provide service within an agreed-upon timeframe. It is typically measured in “nines”:

Availability	Allowed Downtime per Year
99.9% (three nines)	8 hours 45 minutes
99.99% (four nines)	52 minutes
99.999% (five nines)	5 minutes

Failover

The process by which a standby node automatically takes over when the primary node fails. There are two types:

• Active-Passive: Only the primary node serves traffic under normal conditions; the backup node stands by
• Active-Active: All nodes serve traffic simultaneously; when one fails, traffic is automatically distributed to the remaining nodes

Load Balancing

Distributes traffic across multiple backend servers, increasing both processing capacity and redundancy.

Keepalived — VRRP Virtual IP Failover

Keepalived uses VRRP (Virtual Router Redundancy Protocol) to share a Virtual IP (VIP) among multiple servers. When the primary node fails, the VIP automatically floats to the backup node.

Installation

Run the following on both primary and backup servers:

sudo dnf install keepalived -y

Configuring the Primary Node

sudo tee /etc/keepalived/keepalived.conf > /dev/null <<'EOF'
global_defs {
    router_id LVS_MASTER
    script_user root
    enable_script_security
}

# Health check script
vrrp_script check_nginx {
    script "/usr/local/bin/check_nginx.sh"
    interval 2
    weight -20
    fall 3
    rise 2
}

vrrp_instance VI_1 {
    state MASTER
    interface eth0              # Adjust to your actual NIC name
    virtual_router_id 51
    priority 100                # Higher priority for the primary node
    advert_int 1

    authentication {
        auth_type PASS
        auth_pass mySecretPass  # Must be the same on primary and backup
    }

    virtual_ipaddress {
        192.168.1.100/24        # Virtual IP address
    }

    track_script {
        check_nginx
    }

    # Notification scripts triggered on VIP failover (optional)
    notify_master "/usr/local/bin/notify.sh MASTER"
    notify_backup "/usr/local/bin/notify.sh BACKUP"
    notify_fault  "/usr/local/bin/notify.sh FAULT"
}
EOF

Configuring the Backup Node

sudo tee /etc/keepalived/keepalived.conf > /dev/null <<'EOF'
global_defs {
    router_id LVS_BACKUP
    script_user root
    enable_script_security
}

vrrp_script check_nginx {
    script "/usr/local/bin/check_nginx.sh"
    interval 2
    weight -20
    fall 3
    rise 2
}

vrrp_instance VI_1 {
    state BACKUP
    interface eth0
    virtual_router_id 51
    priority 90                 # Lower priority for the backup node
    advert_int 1

    authentication {
        auth_type PASS
        auth_pass mySecretPass
    }

    virtual_ipaddress {
        192.168.1.100/24
    }

    track_script {
        check_nginx
    }

    notify_master "/usr/local/bin/notify.sh MASTER"
    notify_backup "/usr/local/bin/notify.sh BACKUP"
    notify_fault  "/usr/local/bin/notify.sh FAULT"
}
EOF

Health Check Script

sudo tee /usr/local/bin/check_nginx.sh > /dev/null <<'EOF'
#!/bin/bash
# Check if nginx is running properly
if ! pidof nginx > /dev/null 2>&1; then
    # Attempt restart
    systemctl start nginx
    sleep 2
    if ! pidof nginx > /dev/null 2>&1; then
        exit 1   # Non-zero return indicates check failure
    fi
fi
exit 0
EOF

chmod +x /usr/local/bin/check_nginx.sh

Notification Script

sudo tee /usr/local/bin/notify.sh > /dev/null <<'EOF'
#!/bin/bash
STATE=$1
HOSTNAME=$(hostname)
DATE=$(date '+%Y-%m-%d %H:%M:%S')
MAILTO="[email protected]"

echo "[${DATE}] ${HOSTNAME} transitioned to ${STATE}" >> /var/log/keepalived_notify.log
echo "${HOSTNAME} transitioned to ${STATE} at ${DATE}" | \
    mail -s "[HA Alert] ${HOSTNAME} -> ${STATE}" "$MAILTO"
EOF

chmod +x /usr/local/bin/notify.sh

Starting the Service

Run the following on both primary and backup nodes:

sudo systemctl enable --now keepalived

# Allow the VRRP protocol through the firewall
sudo firewall-cmd --permanent --add-rich-rule='rule protocol value="vrrp" accept'
sudo firewall-cmd --reload

Verification

# Check VIP binding
ip addr show eth0

# On the primary node, you should see the virtual IP
# 2: eth0: <BROADCAST,MULTICAST,UP,LOWER_UP> ...
#     inet 192.168.1.10/24 ...
#     inet 192.168.1.100/24 scope global secondary eth0

# Simulate a failure: stop keepalived on the primary node
sudo systemctl stop keepalived

# Verify on the backup node that the VIP has floated over
ip addr show eth0

HAProxy — Load Balancing

HAProxy is a high-performance TCP/HTTP load balancer, commonly used in combination with Keepalived.

Installation

sudo dnf install haproxy -y

Basic Configuration

sudo cp /etc/haproxy/haproxy.cfg /etc/haproxy/haproxy.cfg.bak

sudo tee /etc/haproxy/haproxy.cfg > /dev/null <<'EOF'
global
    log         127.0.0.1 local2
    chroot      /var/lib/haproxy
    pidfile     /var/run/haproxy.pid
    maxconn     4000
    user        haproxy
    group       haproxy
    daemon

    # SSL settings
    ssl-default-bind-ciphers PROFILE=SYSTEM
    ssl-default-server-ciphers PROFILE=SYSTEM

defaults
    mode        http
    log         global
    option      httplog
    option      dontlognull
    option      http-server-close
    option      forwardfor except 127.0.0.0/8
    retries     3
    timeout http-request    10s
    timeout queue           1m
    timeout connect         10s
    timeout client          1m
    timeout server          1m
    timeout http-keep-alive 10s
    timeout check           10s
    maxconn     3000

# Statistics page
listen stats
    bind *:8404
    stats enable
    stats uri /stats
    stats refresh 10s
    stats admin if LOCALHOST
    stats auth admin:YourStatsPassword

# HTTP frontend
frontend http_front
    bind *:80
    default_backend web_servers

# HTTPS frontend (optional)
frontend https_front
    bind *:443 ssl crt /etc/haproxy/certs/site.pem
    default_backend web_servers

# Backend server pool
backend web_servers
    balance roundrobin
    option httpchk GET /health
    http-check expect status 200

    server web1 192.168.1.11:80 check inter 5s fall 3 rise 2
    server web2 192.168.1.12:80 check inter 5s fall 3 rise 2
    server web3 192.168.1.13:80 check inter 5s fall 3 rise 2 backup
EOF

Common Load Balancing Algorithms

balance roundrobin    # Round robin (default), distributes requests sequentially
balance leastconn     # Least connections, prefers backends with fewest connections
balance source        # Source IP hash, same client always reaches the same backend
balance uri           # URI hash, same URI reaches the same backend (good for caching)

Starting and Verifying

# Check configuration file syntax
haproxy -c -f /etc/haproxy/haproxy.cfg

sudo systemctl enable --now haproxy

# Allow through the firewall
sudo firewall-cmd --permanent --add-service=http
sudo firewall-cmd --permanent --add-service=https
sudo firewall-cmd --permanent --add-port=8404/tcp
sudo firewall-cmd --reload

Visit http://server-ip:8404/stats to view the HAProxy statistics page.

HAProxy + Keepalived Architecture

A typical high-availability load balancing architecture:

                    VIP: 192.168.1.100
                    +------------------+
                    |   Keepalived     |
                    |  (VRRP failover) |
                    +--------+---------+
               +-------------+-------------+
        +------+------+             +------+------+
        |  HAProxy 1  |             |  HAProxy 2  |
        |  (MASTER)   |             |  (BACKUP)   |
        +------+------+             +------+------+
               |                           |
    +----------+----------+    +----------+----------+
    |          |          |    |          |          |
 +--+--+  +--+--+  +--+--+
 |Web 1|  |Web 2|  |Web 3|
 +-----+  +-----+  +-----+

Two HAProxy servers share the VIP via Keepalived, and clients always connect to the VIP. When the primary HAProxy fails, the VIP floats to the backup node, providing seamless failover.

Pacemaker + Corosync

Pacemaker/Corosync is an enterprise-grade HA cluster solution, suitable for managing complex multi-resource clusters.

• Corosync: Provides cluster communication and membership management
• Pacemaker: The cluster resource manager that decides which node runs each resource

Installation

Run the following on all cluster nodes:

sudo dnf install pacemaker corosync pcs -y

# pcs is the management tool for Pacemaker/Corosync

Initializing the Cluster

# Set the hacluster user password on all nodes (must be the same)
sudo passwd hacluster

# Start the pcs daemon
sudo systemctl enable --now pcsd

# Allow through the firewall
sudo firewall-cmd --permanent --add-service=high-availability
sudo firewall-cmd --reload

On one of the nodes:

# Authenticate all nodes
sudo pcs host auth node1 node2 node3 -u hacluster -p YourPassword

# Create the cluster
sudo pcs cluster setup mycluster node1 node2 node3

# Start the cluster
sudo pcs cluster start --all
sudo pcs cluster enable --all

Configuring Cluster Resources

# View cluster status
sudo pcs status

# Disable STONITH (test environment only; production must configure STONITH devices)
sudo pcs property set stonith-enabled=false

# Set the policy for when the cluster loses quorum
sudo pcs property set no-quorum-policy=ignore

# Add a Virtual IP resource
sudo pcs resource create VirtualIP ocf:heartbeat:IPaddr2 \
    ip=192.168.1.100 \
    cidr_netmask=24 \
    op monitor interval=30s

# Add an Nginx service resource
sudo pcs resource create WebServer systemd:nginx \
    op monitor interval=10s timeout=20s

# Ensure VIP and WebServer run on the same node
sudo pcs constraint colocation add WebServer with VirtualIP INFINITY

# Ensure VIP starts before WebServer
sudo pcs constraint order VirtualIP then WebServer

# Set a preference for the resource to run on node1
sudo pcs constraint location WebServer prefers node1=100

Common Management Commands

# View detailed cluster status
sudo pcs status --full

# View resource configuration
sudo pcs resource config

# View constraints
sudo pcs constraint show

# Manually move a resource to another node
sudo pcs resource move WebServer node2

# Clear migration constraints (restore automatic scheduling)
sudo pcs resource clear WebServer

# Put a node in standby mode
sudo pcs node standby node1

# Restore a node from standby
sudo pcs node unstandby node1

# Clear resource error state
sudo pcs resource cleanup WebServer

Shared Storage Concepts

In HA clusters, multiple nodes may need to access the same data, which requires shared storage.

Common Solutions

Solution	Description	Use Case
NFS	Network File System	Simple sharing, non-high-I/O scenarios
GFS2	Global File System	Multi-node concurrent read/write
DRBD	Distributed Replicated Block Device	Active-passive data synchronization
Ceph	Distributed Storage System	Large-scale clusters requiring high reliability
iSCSI	Network Block Storage	SAN storage connectivity

NFS Shared Storage Example

NFS server side:

sudo dnf install nfs-utils -y

# Create the shared directory
sudo mkdir -p /data/shared
sudo chown nobody:nobody /data/shared

# Configure exports
sudo tee /etc/exports > /dev/null <<'EOF'
/data/shared  192.168.1.0/24(rw,sync,no_subtree_check,no_root_squash)
EOF

sudo systemctl enable --now nfs-server
sudo exportfs -rav

# Firewall
sudo firewall-cmd --permanent --add-service=nfs
sudo firewall-cmd --permanent --add-service=mountd
sudo firewall-cmd --permanent --add-service=rpc-bind
sudo firewall-cmd --reload

NFS client (cluster nodes):

sudo dnf install nfs-utils -y

# Mount
sudo mkdir -p /mnt/shared
sudo mount -t nfs nfs-server:/data/shared /mnt/shared

# Add to fstab for automatic mounting at boot
echo 'nfs-server:/data/shared  /mnt/shared  nfs  defaults,_netdev  0  0' | \
    sudo tee -a /etc/fstab

DRBD Overview

DRBD synchronizes block device data in real time between two servers, essentially acting as network RAID 1:

# Install DRBD (requires the ELRepo repository)
sudo dnf install https://www.elrepo.org/elrepo-release-9.el9.elrepo.noarch.rpm -y
sudo dnf install drbd90-utils kmod-drbd90 -y

# Load the kernel module
sudo modprobe drbd

Detailed DRBD configuration is beyond the scope of this article, but its basic operating mode is as follows:

  +----------+           +----------+
  |  Node 1  |  Network  |  Node 2  |
  | (Primary) | <-------> |(Secondary)|
  | /dev/drbd0|           |/dev/drbd0|
  +-----+----+           +-----+----+
        |                       |
   /dev/sdb1                /dev/sdb1
   (local disk)             (local disk)

Choosing an HA Solution

Requirement	Recommended Solution
Web server redundancy	Keepalived + Nginx/HAProxy
Database high availability	Database-native replication + Keepalived
Complex multi-resource clusters	Pacemaker + Corosync
Large-scale load balancing	HAProxy + Keepalived
Data synchronization	DRBD (two nodes) / Ceph (multi-node)

Tip

You don’t need to start with the most complex solution. For most web applications, Keepalived + HAProxy + two backend servers is a very practical starting architecture.