backdrop-contrib / memcache

High performance integration with memcache.
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Memcache Cache Backend

This project provides a cache backend to connect Backdrop websites to memcache. Memcache can be faster than MySQL-based caches when memcache is run locally on the same machine as PHP is running.

Not Stable! The Backdrop port of Memcache is not yet suitable for production usage. Unless you have a strong preference for using Memcache, using the Redis module may be a better solution for Backdrop sites.

Requirements

Installation

These are the steps you need to take in order to use this software. Order is important.

  1. Install the memcached binaries on your server and start the memcached service. Follow best practices for securing the service; for example, lock it down so only your web servers can make connections. Find community maintained documentation with a number of walk-throughs for various operating systems at https://www.drupal.org/node/1131458.
  2. Install your chosen PECL memcache extension -- this is the memcache client library which will be used by the Backdrop memcache module to interact with the memcached server(s). Generally PECL memcache (3.0.6+) is recommended, but PECL memcached (2.0.1+) also works well for some people. There are known issues with older versions. Refer to the community maintained documentation referenced above for more information.
  3. Put your site into offline mode.
  4. Download and install the memcache module.
  5. If you have previously been running the memcache module, run update.php.
  6. Optionally edit settings.php to configure the servers, clusters and bins for memcache to use. If you skip this step the Backdrop module will attempt to talk to the memcache server on port 11211 on the local host, storing all data in a single bin. This is sufficient for most smaller, single-server installations.
  7. Edit settings.php to make memcache the default cache class, for example:
    $settings['cache_backends'][] = 'modules/contrib/memcache/memcache.inc';
    $settings['cache_default_class'] = 'BackdropMemcache';

    The cache_backends path needs to be adjusted based on where you installed the module.

  8. Bring your site back online.

Basic Configuration

For simple configurations with a single web server and memcached running on the same machine, this configuration is the most typical:

$settings['cache_backends'][] = 'modules/contrib/memcache/memcache.inc';
$settings['cache_default_class'] = 'BackdropMemcache';
$settings['lock_inc'] = 'modules/contrib/memcache/memcache-lock.inc';
$settings['memcache_stampede_protection'] = TRUE;
$settings['memcache_servers'] = array('localhost:11211' => 'default');

Advanced Configuration

This module is capable of working with one memcached instance or with multiple memcached instances run across one or more servers. The default is to use one server accessible on localhost port 11211. If that meets your needs, then the configuration settings outlined above are sufficient for the module to work. If you want to use multiple memcached instances, or if you are connecting to a memcached instance located on a remote machine, further configuration is required.

The available memcached servers are specified in $conf in settings.php. If you do not specify any servers, memcache.inc assumes that you have a memcached instance running on localhost:11211. If this is true, and it is the only memcached instance you wish to use, no further configuration is required.

If you have more than one memcached instance running, you need to add two arrays to $settings; memcache_servers and memcache_bins. The arrays follow this pattern:

$settings['memcache_servers'] => array(
  'server1:port' => 'cluster1',
  'server2:port' => 'cluster2',
  'serverN:port' => 'clusterN',
  'unix:///path/to/socket' => 'clusterS',
);

$settings['memcache_bins'] => array(
   'bin1' => 'cluster1',
   'bin2' => 'cluster2',
   'binN' => 'clusterN',
   'binS' => 'clusterS',
);

You can optionally assign a weight to each server, favoring one server more than another. For example, to make it 10 times more likely to store an item on server1 versus server2:

$settings['memcache_servers'] => array(
  'server1:port' => array('cluster' => 'cluster1', 'weight' => 10),
  'server2:port' => array('cluster' => 'cluster2', 'weight' => 1'),
);

The bin/cluster/server model can be described as follows:

Memcache Admin

The "Memcache Admin" sub-module included in this project provides a UI that shows the memcache activity on a per-page basis, similar to Devel module's database query log. This module is not necessary (or recommended) to run in production environments.

bee and drush CLIs

This module provides both bee and drush CLI support. Either tool may be used to execute the following commands:

memcache-flush (mcf)  Flush all Memcached objects in a bin.
memcache-stats (mcs)  Retrieve statistics from Memcached.

For more information about each command, use the help commands. For example:

bee help mcf
drush help mcf

Locking

The memcache-lock.inc file included with this module can be used as a drop-in replacement for the database-mediated locking mechanism provided by Backdrop core. To enable, define the following in your settings.php:

$settings['lock_inc'] = 'modules/contrib/memcache/memcache-lock.inc';

Locks are written in the 'semaphore' bin, which will map to the 'default' memcache cluster unless you explicitly configure a 'semaphore' cluster.

Stampede Protection

Memcache includes stampede protection for rebuilding expired cache items. To enable stampede protection, define the following in settings.php:

$conf['memcache_stampede_protection'] = TRUE;

To avoid lock stampedes, it is important that you enable the memcache lock implementation when enabling stampede protection -- enabling stampede protection without enabling the Memcache lock implementation can cause worse performance and can result in dropped locks due to key-length truncation.

Memcache stampede protection is primarily designed to benefit the following caching pattern: a miss on a cache_get() for a specific cid is immediately followed by a cache_set() for that cid. Of course, this is not the only caching pattern used in Backdrop, so stampede protection can be selectively disabled for optimal performance. For example, a cache miss in Backdrop core's module_implements() won't execute a cache_set until backdrop_page_footer() calls module_implements_write_cache() which can occur much later in page generation. To avoid long hanging locks, stampede protection should be disabled for these delayed caching patterns.

Memcache stampede protection can be disabled for entire bins, specific cid's in specific bins, or cid's starting with a specific prefix in specific bins. For example:

$settings['memcache_stampede_protection_ignore'] = array(
  // Ignore some cids in 'cache_bootstrap'.
  'cache_bootstrap' => array(
    'module_implements',
    'variables',
    'schema:runtime:*',
    'theme_registry:runtime:*',
  ),
  // Ignore all cids in the 'cache' bin starting with 'i18n:string:'
  'cache' => array(
    'i18n:string:*',
  ),
  // Disable stampede protection for the entire 'cache_path' and 'cache_rules'
  // bins.
  'cache_path',
  'cache_rules',
);

Only change the following stampede protection settings if you're sure you know what you're doing, which requires first reading the memcache.inc code.

The number of seconds passed to lock_acquire, defaults to '15':

$settings['memcache_stampede_semaphore'] = 15;

The number of seconds passed to lock_wait, defaults to 5:

$settings['memcache_stampede_wait_time'] = 5;

The maximum number of calls to lock_wait() due to stampede protection during a single request, defaults to 3:

$settings['memcache_stampede_wait_limit'] = 3;

When adjusting these variables, be aware that:

Cache Header

Backdrop core indicates whether or not a page was served out of the cache by setting the 'X-Backdrop-Cache' response header with a value of HIT or MISS. If you'd like to confirm whether pages are actually being retrieved from Memcache and not another backend, you can enable the following option:

$settings['memcache_pagecache_header'] = TRUE;

When enabled, the Memcache module will add its own 'Backdrop-PageCache-Memcache' header. When cached pages are served out of the cache the header will include an 'age=' value indicating how many seconds ago the page was stored in the cache.

Persistent Connections

The memcache module uses persistent connections by default. If this causes you problems you can disable persistent connections by adding the following to your settings.php:

$settings['memcache_persistent'] = FALSE;

This setting works independently from stampede support, though it changes the time at which timestamp-cached items are considered expired, and therefore affects the time at which stampede behavior happens (if enabled).

Prefixing

If you want to have multiple Backdrop installations share memcached instances, you need to include a unique prefix for each Backdrop installation in the $conf array of settings.php. This can be a single string prefix, or a keyed array of bin => prefix pairs:

$settings['memcache_key_prefix'] = 'something_unique';

Using a per-bin prefix:

$settings['memcache_key_prefix'] = array(
  'default' => 'something_unique',
  'cache_page' => 'something_else_unique',
);

In the above example, the 'something_unique' prefix will be used for all bins except for the 'cache_page' bin which will use the 'something_else_unique' prefix. Note that if using a keyed array for specifying prefix, you must specify the 'default' prefix.

It is also possible to specify multiple prefixes per bin. Only the first prefix will be used when setting/getting cache items, but all prefixes will be cleared when deleting cache items. This provides support for more complicated configurations such as a live instance and an administrative instance each with their own prefixes and therefore their own unique caches. Any time a cache item is deleted on either instance, it gets flushed on both -- thus, should an admin do something that flushes the page cache, it will appropriately get flushed on both instances. (For more discussion see the issue where support was added, https://www.drupal.org/node/1084448.) This feature is enabled when you configure prefixes as arrays within arrays. For example:

// Live instance.
$settings['memcache_key_prefix'] = array(
  'default' => array(
    'live_unique', // live cache prefix
    'admin_unique', // admin cache prefix
  ),
);

The above would be the configuration of your live instance. Then, on your administrative instance you would flip the keys:

// Administrative instance.
$settings['memcache_key_prefix'] = array(
  'default' => array(
    'admin_unique', // admin cache prefix
    'live_unique', // live cache prefix
  ),
);

Alternative Serializers

To optimize how data is serialized before it is written to memcache, you can enable either the igbinary or msgpack PECL extension. Both switch from using PHP's own human-readable serialized data structures to more compact binary formats.

No special configuration is required. If both extensions are enabled, memcache will automatically use the igbinary extension. If only one extension is enabled, memcache will automatically use that extension.

You can optionally specify which extension is used by adding one of the following to your settings.php:

// Force memcache to use PHP's core serialize functions
$settings['memcache_serialize'] = 'serialize';

// Force memcache to use the igbinary serialize functions (if available)
$settings['memcache_serialize'] = 'igbinary';

// Force memcache to use the msgpack serialize functions (if available)
$settings['memcache_serialize'] = 'msgpack';

To review which serialize function is being used, enable the memcache_admin module and visit admin/reports/memcache.

igbinary

The igbinary project is maintained on GitHub:

The official igbinary PECL extension can be found at:

msgpack:

The msgpack project is maintained at:

The official msgpack PECL extension can be found at:

Maximum Lengths

If the length of your prefix + key + bin combine to be more than 250 characters, they will be automatically hashed. Memcache only supports key lengths up to 250 bytes. You can optionally configure the hashing algorithm used, however sha1 was selected as the default because it performs quickly with minimal collisions.

Visit http://www.php.net/manual/en/function.hash-algos.php to learn more about which hash algorithms are available.

$settings['memcache_key_hash_algorithm'] = 'sha1';

You can also tune the maximum key length BUT BE AWARE this doesn't affect memcached's server-side limitations -- this value is primarily exposed to allow you to further shrink the length of keys to optimize network performance. Specifying a length larger than 250 will almost certainly lead to problems unless you know what you're doing.

$settings['memcache_key_max_length'] = 250;

By default, the memcached server can store objects up to 1 MiB in size. It's possible to increase the memcached page size to support larger objects, but this can also lead to wasted memory. Alternatively, the memcache module splits these large objects into smaller pieces. By default, the memcache module splits objects into 1 MiB sized pieces. You can modify this with the following tunable to match any special server configuration you may have. NOTE: Increasing this value without making changes to your memcached server can result in failures to cache large items.

(Note: 1 MiB = 1024 x 1024 = 1048576.)

$settings['memcache_data_max_length'] = 1048576;

It is generally undesirable to store excessively large objects in memcache as this can result in a performance penalty. Because of this, by default the memcache module logs any time an object is cached that has to be split into multiple pieces. If this is generating too many watchdog logs, you should first understand why these objects are so large and if anything can be done to make them smaller. If you determine that the large size is valid and is not causing you any unnecessary performance penalty, you can tune the following variable to minimize or disable this logging. Set the value to a positive integer to only log when an object is split into this many or more pieces. For example, if memcache_data_max_length is set to 1048576 and memcache_log_data_pieces is set to 5, watchdog logs will only be written when an object is split into 5 or more pieces (objects >4 MiB in size). Or, to completely disable logging set memcache_log_data_pieces to 0 or FALSE.

$settings['memcache_log_data_pieces'] = 2;

Multiple Servers

To use this module with multiple memcached servers, it is important that you set the hash strategy to consistent. This is controlled in the PHP extension, not the Backdrop module.

If using PECL memcache: Edit /etc/php.d/memcache.ini (path may changed based on package/distribution) and set the following:

memcache.hash_strategy=consistent

You need to reload apache httpd after making that change.

If using PECL memcached: Memcached options can be controlled in settings.php. The following setting is needed:

$settings['memcache_options'] = array(
  Memcached::OPT_DISTRIBUTION => Memcached::DISTRIBUTION_CONSISTENT,
);

Debug Logging

You can optionally enable debug logging by adding the following to your settings.php:

$settings['memcache_debug_log'] = '/path/to/file.log';

By default, only the following memcache actions are logged: 'set', 'add', 'delete', and 'flush'. If you'd like to also log 'get' and 'getMulti' actions, enble verbose logging:

$settings['memcache_debug_verbose'] = TRUE;

This file needs to be writable by the web server (and/or by drush) or you will see lots of watchdog errors. You are responsible for ensuring that the debug log doesn't get too large. By default, enabling debug logging will write logs looking something like:

1484719570|add|semaphore|semaphore-memcache_system_list%3Acache_bootstrap|1
1484719570|set|cache_bootstrap|cache_bootstrap-system_list|1
1484719570|delete|semaphore|semaphore-memcache_system_list%3Acache_bootstrap|1

The default log format is pipe delineated, containing the following fields:

timestamp|action|bin|cid|return code

You can specify a custom log format by setting the memcache_debug_log_format variable. Supported variables that will be replaced in your format are: '!timestamp', '!action', '!bin', '!cid', and '!rc'. For example, the default log format (note that it includes a new line at the end) is:

$settings['memcache_debug_log_format'] = "!timestamp|!action|!bin|!cid|!rc\n";

You can change the timestamp format by specifying a PHP date() format string in the memcache_debug_time_format variable. PHP date() formats are documented at http://php.net/manual/en/function.date.php. By default timestamps are written as a unix timestamp. For example:

$settings['memcache_debug_time_format'] = 'U';

Toubleshooting

PROBLEM: Error: Failed to load required file memcache/dmemcache.inc Or: cache_backends not properly configured in settings.php, failed to load required file memcache.inc

SOLUTION: You need to enable memcache in settings.php. Search for "Example 1" above for a basic configuration example.

PROBLEM: Error: PECL !extension version %version is unsupported. Please update to %recommended or newer.

SOLUTION: Upgrade to the latest available PECL extension release. Older PECL extensions have known bugs and cause a variety of problems when using the memcache module.

PROBLEM: Error: Failed to connect to memcached server instance at .

SOLUTION: Verify that the memcached daemon is running at the specified IP and PORT. To debug you can try to telnet directly to the memcache server from your web servers, example:

telnet localhost 11211

PROBLEM: Error: Failed to store to then retrieve data from memcache.

SOLUTION: Carefully review your settings.php configuration against the above documentation. This error simply does a cache_set followed by a cache_get and confirms that what is written to the cache can then be read back again.

The following code is what performs this test -- you can wrap this in a <?php tag and execute as a script with 'drush scr' to perform further debugging.

$cid = 'memcache_requirements_test';
$value = 'OK';
// Temporarily store a test value in memcache.
cache_set($cid, $value);
// Retreive the test value from memcache.
$data = cache_get($cid);
if (!isset($data->data) || $data->data !== $value) {
  echo t('Failed to store to then retrieve data from memcache.');
}
else {
  // Test a delete as well.
  cache()->delete($cid);
}

PROBLEM: Error: Unexpected failure when testing memcache configuration.

SOLUTION: Be sure the memcache module is properly installed, and that your settings.php configuration is correct. This error means an exception was thrown when attempting to write to and then read from memcache.

PROBLEM: Error: Failed to set key: Failed to set key: cache_page-......

SOLUTION: Upgrade your PECL library to PECL package (2.2.1) (or higher).

WARNING: Zlib compression at the php.ini level and Memcache conflict. See http://drupal.org/node/273824

Memcached PECL Extension Support

We also support the Memcached PECL extension. This extension backends to libmemcached and allows you to use some of the newer advanced features in memcached 1.4.

NOTE: It is important to realize that the memcache php.ini options do not impact the memcached extension, this new extension doesn't read in options that way. Instead, it takes options directly from Backdrop. Because of this, you must configure memcached in settings.php. Please look here for possible options:

http://us2.php.net/manual/en/memcached.constants.php

An example configuration block is below, this block also illustrates our default options (selected through performance testing). These options will be set unless overridden in settings.php.

$settings['memcache_options'] = array(
  Memcached::OPT_DISTRIBUTION => Memcached::DISTRIBUTION_CONSISTENT,
);

Other options you could experiment with:

Authentication

Binary Protocol SASL Authentication

SASL authentication can be enabled as documented here: http://php.net/manual/en/memcached.setsaslauthdata.php https://code.google.com/p/memcached/wiki/SASLHowto

SASL authentication requires a memcached server with SASL support (version 1.4.3 or greater built with --enable-sasl and started with the -S flag) and the PECL memcached client version 2.0.0 or greater also built with SASL support. Once these requirements are satisfied you can then enable SASL support in the Backdrop memcache module by enabling the binary protocol and setting memcache_sasl_username and memcache_sasl_password in settings.php. For example:

$settings['memcache_options'] = array(
  Memcached::OPT_BINARY_PROTOCOL => TRUE,
);
$settings['memcache_sasl_username'] = 'yourSASLUsername';
$settings['memcache_sasl_password'] = 'yourSASLPassword';

ASCII Protocol Authentication

If you do not want to enable the binary protocol, you can instead enable token authentication with the default ASCII protocol.

ASCII protocol authentication requires Memcached version 1.5.15 or greater started with the -Y flag, and the PECL memcached client. It was originally documented in the memcached 1.5.15 release notes: https://github.com/memcached/memcached/wiki/ReleaseNotes1515

While it will work with 1.5.15 or greater, it's strongly recommended you use memcached 1.6.4 or greater due to the following bug fix: https://github.com/memcached/memcached/wiki/ReleaseNotes164

Additional detail about this feature can be found in the protocol documentation: https://github.com/memcached/memcached/blob/master/doc/protocol.txt

All your memcached servers need to be started with the -Y option to specify a local path to an authfile which can contain up to 8 "username:pasword" pairs, any of which can be used for authentication. For example, a simple authfile may look as follows:

foo:bar

You can then configure your website to authenticate with this username and password as follows:

$conf['memcache_ascii_auth'] = 'foo bar';

Enabling ASCII protocol authentication during load testing resulted in less than 1% overhead.

Amazon Elasticache

You can use the Backdrop Memcache module to talk with Amazon Elasticache, but to enable Automatic Discovery you must use Amazon's forked version of the PECL Memcached extension with Dynamic Client Mode enabled.

Their PECL Memcached fork is maintained on GitHub:

If you are using PHP 7 you need to select the php7 branch of their project.

Once the extension is installed, you can enable Dynamic Client Mode as follows:

$settings['memcache_options'] = array(
  Memcached::OPT_DISTRIBUTION => Memcached::DISTRIBUTION_CONSISTENT,
  Memcached::OPT_CLIENT_MODE  => Memcached::DYNAMIC_CLIENT_MODE,
);

You then configure the module normally. Amazon explains:

"If you use Automatic Discovery, you can use the cluster's Configuration Endpoint to configure your Memcached client."

The Configuration Endpoint must have 'cfg' in the name or it won't work. Further documentation can be found here: http://docs.aws.amazon.com/AmazonElastiCache/latest/UserGuide/Endpoints.html

If you don't want to use Automatic Discovery you don't need to install the forked PECL extension, Amazon explains:

"If you don't use Automatic Discovery, you must configure your client to use the individual node endpoints for reads and writes. You must also keep track of them as you add and remove nodes."