Overview¶

The below describes the required steps to get started with using Concertio Optimizer Studio software.
While Optimizer Studio can run under any modern Linux distribution, the directions below have been tested on Ubuntu 20.04, Ubuntu 18.04, Ubuntu 16.04, Centos 7 and CentOS 8.

Community Edition¶

The community edition does not require activating a license.

Instead, it requires connecting to Concertio's Experiment Management System (a software as a service).

Following are the steps to set up optimizer-studio to connect to that service:

sign up at optimizer.concertio.com
login to the service and create a new Project
once project created, click the Connect button and follow the popup instructions

For instructions how to run experiments, please skip the license activation section, straight to Using Optimizer Studio.

Activating Your License (paid plans only)¶

Prior to using Optimizer Studio, you'll have to activate your license. In order to do so you'll need to use the optimizer-license tool:

$ optimizer-license

Concertio Optimizer License Handling Tool

Online documentation is available at https://www.concertio.com/docs/ 

Usage: optimizer-license ACTION [--verbose]

Required one of the following ACTIONs:

  --activate=PROD_KEY               Online Activation of your installation using the product key [PROD_KEY].
  --deactivate                      Online Deactivation of your installation.
  --activation-request=PROD_KEY     Generate an offline activation request file named <activation.req> using
                                    the product key [PROD_KEY].
  --activation-by-file=FILE_PATH    Offline activation using the activation response file [FILE_PATH].
  --deactivation-request            Generate an offline deactivation request file <deactivation.req>.
  --show                            Display license information.
  --help                            Print this help message.

Optional:

  --verbose                         Detailed output.

If your system is connected to the internet you can use the online activation:

$ optimizer-license --activate=XXXXXX-XXXXXX-XXXXXX-XXXXXX-XXXXXX-XXXXXX

(XXXXXX-XXXXXX-XXXXXX-XXXXXX-XXXXXX-XXXXXX is the license key you received when you purchased Optimizer Studio).

Otherwise, if your system is offline the procedure is as follows-

First you'll need to generate a request file:

$ optimizer-license --activation-request=XXXXXX-XXXXXX-XXXXXX-XXXXXX-XXXXXX-XXXXXX

This will generate a request file named activation.req, you should copy this file and send it as attachment by email to Concertio (support@concertio.com).

Next, in a reply email you'll receive an activation file. You should copy the file to your system and execute the command:

$ optimizer-license --activation-by-file=FILE_PATH

(FILE_PATH is the file path of the activation file).

Deactivation¶

In case you wish to deactivate your license (for example, if you wish to use your license on a different system), you should use the following command (if your system is online):

$ optimizer-license --deactivate

Alternatively, if your system is offline, you should use:

$ optimizer-license deactivation-request

This will generate a deactivation request file named deactivation.req. You should email this file to Concertio.

Using Optimizer Studio¶

For a brief description of available command line parameters, issue:

$ optimizer-studio --help
NAME:
   Concertio Optimizer Studio - version 2.10.0 (build time: 2020-05-10_17:36_[UTC])

USAGE:
   optimizer-studio [OPTION] [OPTION] ... "<workload> [workload args]"
   optimizer-studio [OPTION] [OPTION] ...


VERSION:
   2.10.0

DESCRIPTION:
   Online documentation is available at https://www.concertio.com/docs/

AUTHOR:
   Concertio

COMMANDS:
   help, h  Shows a list of commands or help for one command

GLOBAL OPTIONS:
   --sampling-mode MODE       Select sampling mode. MODE may be either sync, async:
                              sync   - sampling is synchronized with workload execution
                              async  - periodic sampling with constant intervals
                               (default: "sync")
   --settings PATH            PATH to settings YAML file
                               (default: "settings.yaml")
   --knobs PATH               PATH to configuration YAML files. When no configuration file(s)
                              have been provided, then ./knobs.yaml is used. If no such file exists,
                              the embedded knobs are used.
                              Each file specified on a command line may override
                              settings defined in a previous configuration file
   --knobs embedded           Load embedded configuration file, even though other
                              configuration file(s) have been specified
   --retain                   Retain optimization data from previous Optimizer Studio run
   --replay metrics.csv file  Feed all metrics from the specified metrics.csv file produced by a previous
                              optimizer run back to the optimizer, then proceed with optimization
   --workload-timeout T       Maximum time allowed for a single workload run, after which it is killed
                              T is given in the following format: AhBmCs, for [h]ours, [m]inutes, [s]econds
   --max-minutes T            Maximum optimization time. When T is 0 or not specified, the optimization process
                              ends according to internal logic
                               (default: 0)
   --workload PARAMS          This parameter causes Optimizer Studio to run in parallel mode. The
                              PARAMS specify workload starter name and parameters for parallel execution.
                              The parameters can be different for each starter script
   --http-port PORT           The PORT number to use for REST HTTP server if Optimizer Studio runs in
                              REST server mode
                               (default: 8421)
   --testknob KNOB-NAME       Run testing procedure for a knob identified by KNOB-NAME and exit
   --testknob all             Run testing procedure for all knobs and exit
   --testknob none            Skip mandatory knob testing procedure
   --settings-script PATH     The PATH of generated script that applies the optimal settings discovered
                              throughout the run. If not specified, the name is defined automatically
   --report status            Output a status report of already running Optimizer Studio session.
                              Should be run from another terminal session
   --stages list              Define optimization stages involved, as a comma separated list
                               (default: "optimization,refinement")
   --session SESSIONID        Provide your own Optimizer Studio session ID.
                              For example, in case there are several sessions running
                              simultaneously which require some automation logic.
                              If not specified, a random SESSIONID is generated automatically
                              and printed out on the terminal at the beginning
   --help, -h                 show help
   --version, -v              print the version

COPYRIGHT:
   Copyright (c) 2016-2020, Concertio

Running Optimizer Studio¶

In order to optimize a workload, provide a workload script as a parameter, as follows:

$ sudo optimizer-studio ./my_workload
Concertio Optimizer Studio version 2.4.0
Optimizing ./my_workload
Optimization target: duration
Starting runtime (no time limit) ...
...
Optimization time: 00:06:23
Progress: 100%
Best known knob settings so far:
vm.swappiness: 60
sys.vm.overcommit_ratio: 40
Settings written to: optimizer_studio_settings.sh

Alternatively, if your have a workload.sh file in the current directory, you could run optimizer-studio without any argument and optimizer will look for that file automatically.

In this example, the script my_workload is optimized by Optimizer Studio. Since no configuration file is specified using --knobs=, Optimizer Studio defaults to optimizing CPU and OS knobs, unless you already have a predefined knobs.yaml in current folder. Optimizing CPU and OS knobs requires root access, so this is why Optimizer Studio is executed using sudo in the above example.

There are two main ways to use Optimizer Studio to optimize a workload:

Synchronous Sampling (Optimizing Full Workloads) - This is the default optimization mode. Optimizer Studio will run the workload until completion several times and will attempt to minimize its runtime or maximize its reported metric using different system settings. This method is appropriate for complex workloads.
Asynchronous Sampling (Optimizing Specific Metrics) - By specifying --sampling-mode=async, Optimizer Studio will identify phases of execution of a workload and explore the best settings for each phase. This method is appropriate for simpler or synthetic workloads, where early feedback of application performance can be used to run many more experiments.

The specifics of the optimization method can be controlled using the configuration files.

Workload Settings¶

Optimizer Studio is responsible for running the workload provided by workload script. There are several command line parameters that control the way Optimizer Studio runs the workload:

--max-minutes. The maximum optimization time can be limited by this parameter. If it's not specified or is zero, Optimizer Studio will terminate the optimization process according to its estimations.
--settings-script. After optimization, Optimizer Studio outputs the discovered optimal settings and the baseline settings to this file, which can run as a script.

Running workloads as a non-root user while optimizing OS/CPU knobs¶

Optimizer Studio requires root access when optimizing OS and CPU knobs. It is possible to run the workload as the current user using su as in the following example:

$ sudo optimizer-studio su - $USER -c "./workload.sh"

Configuring Knobs¶

Optimizer Studio can optimize user-defined knobs by providing a configuration file. This is explained in the Configuration section.

Running Long Workloads¶

Status Report¶

During optimization session, Optimizer Studio prints out a short line about its progress. If a user wants to get more detailed information about optimization session status, they can open another terminal session and run the following command:

$ optimizer-studio --report=status

In case that more than one optimization session run at the same time on the same computer, an additional --session command line parameter can be used:

$ optimizer-studio --report=status --session=<SESSION_ID>

where the session ID value is output to the terminal at the beginning of the optimizer session

Workload Timeout¶

Sometimes, a workload script can run too long time or even indefinitely. In such cases a user might want to limit a single workload run time with the --workload-timeout command parameter. In case that workload script runs more than the allowed time, Optimizer studio will kill it using SIGKILL signal, and the corresponding knob settings will be invalidated.
The format for time specification is AhBmCs where A, B, C specify correspondingly hours, minutes and seconds. For example:

$ optimizer-studio --knobs=<my_knobs.yaml> --workload-timeout=5m ./my_workload.sh

Resuming Stopped Optimization Session¶

Sometimes, when optimization session stops in the middle, a user may want to resume it from the same point it's stopped. Retaining Optimization Data is one way to achieve this. Another way is to "replay" the data collected during the previous optimization session.

Retaining Optimization Data¶

Optimizer Studio stores the optimization data in ${HOME}/.concertio/opt.data. By default, upon invocation of Optimizer Studio, this file is removed. In order to retain the data from the previous run, the --retain command line parameter can be used:

$ optimizer-studio --retain ./my_workload

Replaying Optimization Samples¶

During the optimization, Optimizer Studio stores all metrics collected for each knob configuration applied in a CSV file. This file is stored in ${HOME}/.concertio directory and has the name metrics_<timestamp>.csv, where timestamp specifies the file creation time at the beginning of optimization session. Using the --replay command line parameter, a user can feed all this data to the optimizer:

$ optimizer-studio --knobs=<my_knobs.yaml> --replay=${HOME}/.concertio/<my_metrics>.csv ./my_workload.sh

When To Use Retain And Replay¶

Each method of resuming optimization has its pros and cons.

Retaining Optimization Data allows to restore the optimization session exactly in the same state as it was when the optimization has stopped. However, if there were any changes in the environment, knobs definitions or product version, Optimizer Studio may fail to read this information, and then it discards it altogether. In this case the optimization starts from the very beginning.

In addition, the opt.data file is overwritten each time Optimizer Studio runs. So if users do not want the file to be lost, they need to backup it.

Replaying metrics.csv uses the data in this file. Prior to invoking Optimizer Studio, users can review it, modify, drop some invalid samples, etc. Replaying the CSV file is a fast operation. However the optimizer state after replay is not a precise copy of its state prior to optimization stop. Following this, the optimizer may decide to reevaluate some knob configurations, which may take additional time to run the workload. However, this overhead is usually relatively small.

Optimizer Studio Workflow¶

Optimizer Studio Workflow consists of several stages, which can be selected by the --stages command line switch, where the desired stages should be listed, separated by comma.

The available workflow stages are:

readiness
optimization
refinement
validation

The default workflow setting is --stages='optimization,refinement'.

All stages specified in the --stages parameter are run one after another. If you want to break the optimization workflow after some stage, specify only the required stages. Then, when you are ready to resume the process, run optimizer-studio again using --retain parameter and specifying other stages and other parameters.

Some stages have their own parameters, which should be specified in a knobs.yaml file.

Readiness Stage¶

The Readines Stage goal is finding out the correct optimization parameters, before running the optimization process. Optimizer Studio runs the workload several times using baseline knob configuration, and finds out the approximate time of running a workload, as well as statistic characteristics of the target metric for the baseline configuration - mean value, standard deviation, coefficient of variation (CV), etc.

After this stage, the user can set optimization parameters with more confidence.

The results of the Readiness stage are reported to Experiment Management System.

Readiness Stage Configuration¶

The following section of a knobs.yaml file is used for configuration:

stages:
  readiness:
    duration: 15m
    max_samples: 50
    min_samples: 10

duration values should have the syntax: AhBmCs, where A, B, C are the values, and h, m, s mean "hours", "minutes" or "seconds" correspondingly. For example: 1h30m, 15m, etc.

Only one of duration or max_samples parameters are required. min_samples is optional. Optimizer Studio runs the Readiness stage until max_samples were acquired or duration has passed, the earliest. But not earlier than min_samples were acquired. The default for min_samples is 0.

Optimization Stage¶

Optimization stage comprises the main optimization process by running the workload and testing different knob configurations. This is the main and default functionality of Optimizer Studio.

Optimization stage doesn't have its own parameters, it's controlled by all parameters defined for Optimizer Studio.

The Refinement Stage runs after the Optimization Stage has finished. It tries to minimize the number of knobs which should differ from their baseline configuration.

If Optimizer Studio has been stopped before, starting optimizer-studio again with --stages='refinement' will automatically try to find out the results of the previous optimization session and continue with the refinement process.

Validation Stage¶

The Validation Stage is the last in Optimizer Studio workflow.

After finding and refining the optimal knob configuration, Optimizer Studio runs the workload using this configuration for a number of times. Doing this, Optimizer Studio collects various statistics for the target metric like mean value, standard deviation, coefficient of variation (CV). The report containing these statistics is sent to the Experiment Management System.

If Optimizer Studio has been stopped before, starting optimizer-studio again with --stages='validation' will automatically try to find out the results of the previous optimization session and continue with the validation process.

Validation Stage Configuration¶