.. _inplace_import: In-place import =============== In-place import is a feature added to OMERO 5.0.0 to allow files which are already present on the server machine to be imported into OMERO without the need to copy them. This requires users to have shell (|SSH|, etc.) access to the server machine, and so there are a number of :ref:`limitations ` to this implementation. Development of this feature is on-going, with improvements planned to enable a more user-friendly experience. This |CLI|-based stop-gap is being made available at this stage because for some users, in-place import is essential for their use of OMERO. This feature is designed to allow imaging facilities to import large datasets into OMERO while keeping them safely stored in a secure repository which is read-only for users. Leaving the data in a user's file system **is very dangerous** as they may forget they need to keep it or move to a different institution. **Under no circumstances should in-place import be used with temporary storage.** .. warning:: The instructions below should help you get started but **it is critical that you understand the implications of using this feature.** Please do not just copy commands and hope for the best. Responsibilities ---------------- As a data management platform, OMERO assumes that it is in control of your data in order to help prevent data loss. It assumes that data was copied into the server and only a server administrator or authorized OMERO user would have the rights to do anything destructive to that data. With in-place import, the data either resides completely outside of OMERO or is shared with other users. This means that the critical, possibly sole, copy of your data must be protected outside of OMERO. **This is your responsibility for the lifetime of the data**. .. _limitations: Limitations ----------- In-place import is only available on the OMERO server system itself. In other words, using |SSH| or similar, you will need to shell into the server and run the command-line importer directly. If you are uncomfortable with this, you should let someone else handle in-place importing. Someone wanting to perform an in-place import **MUST** have: * a regular OMERO account * an |OS|-account with access to :file:`bin/omero` * read access to the location of the data * **write** access to the :doc:`ManagedRepository ` or one of its subdirectories The above means that it may be useful to create a single OS account (e.g. "import_user") which multiple users can log into, and then use their own OMERO accounts to import data. Alternatively, each OMERO user can be given an OS account with access rights to the data storage as well as the managed repository. At the moment full in-place import functionality is available only under POSIX systems (Unix, Linux, OS X). Under Windows, ``ln`` and ``ln_s`` work as expected but ``ln_rm`` does not automatically remove image files after import. For soft linking with :literal:`--transfer=ln_s` it has been noticed that some plate imports run rather more slowly than usual. Other operations may also be affected. In determining if or how to use in-place import at your high-content screening facility, we thus recommend time profiling with representative data, and alerting us to any significant disappointments. Also, there is still some data duplication when pyramids are generated. We are hoping to find a work-around for this in the future. .. _safety_tips: Safety tips ----------- Whether you chose to use the hard- or soft-linking option below, you should take steps to secure files which are in-place imported to OMERO. The best option is making them **read-only** for both the OMERO user and also for the owner of the data. This means the server cannot accidentally modify the files (e.g. if a client mixes up the file IDs and tries to write to the wrong location) and that the files cannot be removed from the system while OMERO is still using them. Files may not be renamed or otherwise altered such that the OMERO server user cannot find them at the expected location. If possible, **all the files should be added to your regular backup process**. If the files for imported images are later removed or corrupted, the result will probably be that while the images remain in their projects or screens with their annotations and basic metadata, they simply cannot be successfully viewed. However, this behavior is **not guaranteed**, so do *not* assume that the resulting problems will not extend further. Once the problem is noticed, replacing the original image files from backups, in the same place with the same name, is likely but **not guaranteed** to fully restore the images and their associated data in OMERO. Additional setup requirements ----------------------------- In-place import requires additional user and group setup. As no-one should be allowed to log into the account used to install the server, to permit in-place imports you need to create a different user account, allowing someone to log into the server but not accidentally delete any files. Therefore, you should set up an 'in-place' user and an 'in-place' group and configure a subset of directories under :doc:`ManagedRepository ` to let members of that group write to them. The example below details how this was done for one of our test servers in Dundee: :: ### STATUS BEFORE [sysadmin@ome-server omero_system_user]$ umask 0002 [sysadmin@ome-server omero_system_user]$ ls -ltrad ManagedRepository/ drwxrwxr-x 8 omero_system_user omero_system_user 4096 Apr 24 10:13 ManagedRepository/ [sysadmin@ome-server omero_system_user]$ grep inplace /etc/passwd /etc/group /etc/passwd:inplace_user:x:501:501::/home/inplace_user:/bin/bash /etc/group:omero_system_user:x:500:inplace_user /etc/group:inplace_user:x:501: [sysadmin@ome-server omero_system_user]$ grep omero_system_user /etc/passwd /etc/group /etc/passwd:omero_system_user:x:500:500::/home/omero_system_user:/bin/bash /etc/group:omero_system_user:x:500:inplace_user [sysadmin@ome-server omero_system_user]$ sudo -u inplace_user -i [inplace_user@ome-server ~]$ umask 0002 ### SCRIPT chgrp inplace_user /repositories/binary-repository/ManagedRepository chmod g+rws /repositories/binary-repository/ManagedRepository chmod g+rws /repositories/binary-repository/ManagedRepository/* chmod g+rws /repositories/binary-repository/ManagedRepository/*/* chmod g+rws /repositories/binary-repository/ManagedRepository/*/*/* chgrp inplace_user /repositories/binary-repository/ManagedRepository/* chgrp inplace_user /repositories/binary-repository/ManagedRepository/*/* chgrp inplace_user /repositories/binary-repository/ManagedRepository/*/*/* # With the above, newly created directories should be in the inplace group # As long as the file is readable by omero_system_user, then it should work fine! ### AFTER SCRIPT [root@ome-server omero_system_user]# ls -ltrad ManagedRepository/ drwxrwsr-x 8 omero_system_user inplace_user 4096 Apr 24 10:13 ManagedRepository/ ### TEST # with default umask this likely has to do [inplace_user@ome-server ~]$ cd /repositories/binary-repository/ManagedRepository/ [inplace_user@ome-server ManagedRepository]$ mkdir inplace.test [inplace_user@ome-server ManagedRepository]$ ls -ltrad inplace.test/ drwxrwsr-x 2 inplace_user inplace_user 4096 Apr 30 11:35 inplace.test/ [omero_system_user@ome-server omero_system_user]$ cd /repositories/binary-repository/ManagedRepository/ [omero_system_user@ome-server ManagedRepository]$ rmdir inplace.test/ [omero_system_user@ome-server ManagedRepository]$ Getting started --------------- From 5.0.0, the command-line import client has a new help menu which explains the available options: :: $ bin/omero import --advanced-help .. literalinclude:: /downloads/inplace/advanced-help.txt In versions prior to 5.0.3 this help option is hidden and it can only be accessed using: :: $ bin/omero import -- --advanced-help The option for performing an in-place transfer is :option:`--transfer`. A new extension point, file transfers allow a choice of which mechanism is used to get a file into OMERO. :: $ bin/omero import -- --transfer=ln_s my_file.dv .. literalinclude:: /downloads/inplace/soft-link-example.txt The only visible difference here is the line: :: ...formats.importer.cli.CommandLineImporter - Setting transfer to ln_s Rather than uploading via the OMERO API, the command-line importer makes a call to the system `ln` command. Transfer options ---------------- Previously, OMERO only offered the option of uploading via the API. Files were written in blocks via the RawFileStore interface. With in-place import, several options are provided out of the box as well as the ability to use your own. "ln_s" - soft-linking ^^^^^^^^^^^^^^^^^^^^^ The most flexible option is soft-linking. For each file, it executes `ln -s source target` on the local file system. This works across file system boundaries and leaves a clear record of what file was imported: .. literalinclude:: /downloads/inplace/soft-link-listing.txt Here you can see in the imported file set, a soft-link which belongs to the `omero` user, but which points to a file in the `/home/demo` directory. Deleting the imported images in OMERO will delete the **soft link** but **not** the original file under `/home`. This could come as a surprise to users, since the deletion will effectively free no space. .. warning:: The deletion of the original files under `/home` (or equivalent) **will lead to a complete loss of the data since no copy is held in OMERO**. Therefore, this method should only be used in conjunction with a properly managed and backed-up data repository. If the files are corrupted or deleted, there is no way to use OMERO to retrieve them. "ln" - hard-linking ^^^^^^^^^^^^^^^^^^^ The safest option is hard-linking, though it cannot be used across file systems. For each file, it executes `ln source target`. Attempting to hard link across file system boundaries will lead to an error: .. literalinclude:: /downloads/inplace/hard-link-failure.txt The safeness of this method comes from the fact that OMERO *also* has a pointer to the data. Deletion of the original file under `/home` would leave data in OMERO in place. Again, this could cause a surprise as the space would not be properly freed, but at least there cannot be an accidental loss. .. warning:: The primary concern with this method is **modification** of files. If the original data is *written* by a user, unexpected results could follow in OMERO. See the :ref:`safety_tips` section above for ways around this. If you are unclear about how hard-linking works, please see the `Hard link `_ article on Wikipedia. The semantics of hard-linking have changed recently on Linux systems with the "protected hardlinks" feature, which is enabled by default and is in use on Ubuntu 14.04, CentOS 7 and other contemporary systems. When you create a hard-link to a file, Linux now requires that you are either the *owner* of the file, or that you have *read-write permissions* to the file. Other Unix systems, and older Linux systems, allow a hard-link to be made if you have *search access* to the file (i.e. you have appopriate read and execute permissions on the directory path containing the file), but do not check the file permissions themselves. See the `kernel-hardening mailing list post `__ which describes the change in more detail. The implication for in-place import is that the user performing the import must own or have read-write permissions on the data files being imported in-place. .. _inplace_import_ln_rm: "ln_rm" - moving ^^^^^^^^^^^^^^^^ Finally, the least favored option is `ln_rm`. It first performs a hard-link like `ln`, but once the import is complete it attempts to delete the original file. This is currently in testing as an option for DropBox but is unlikely to be of use to general users. Although this option is more limited than the `upload_rm` option below it will be much faster. "upload_rm" - uploading and deleting ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ This option, available from OMERO 5.0.3, is not strictly an in-place option but is detailed here for convenience. It first performs a file upload like default import, but once the import is complete it attempts to delete the original files. It deletes the original files **if and only if** the import is successful. "cp" and "cp_rm" variants ^^^^^^^^^^^^^^^^^^^^^^^^^ New in 5.0.7, the `cp` and `cp_rm` commands provide the same functionality as `ln` and `ln_rm` but perform a copy rather than a link operation. The benefit of a copy is that it works over OS filesystem boundaries while still providing the integrity that `ln_s` cannot. The primary downside of a raw `cp` compared to `ln` is that there is data duplication. `cp_rm` being very similar to `ln_rm` *usually* works around this downside, except in the case of a failed import. Then the duplicated data will remain in OMERO and an explicit cleanup step will need to be taken. Your own file transfer ^^^^^^^^^^^^^^^^^^^^^^ If none of the above options work for you, it is also possible to write your own implementation of the `ome.formats.importer.transfers.FileTransfer` class, likely subclassing `ome.formats.importer.transfers.AbstractFileTransfer` or `ome.formats.importer.transfers.AbstractExecFileTransfer`. If you do so, please let us know how we might improve either the interface or the implementations that we provide. Once your implementation has been compiled into a jar and placed in the `lib/clients` directory, you can invoke it using: :: $ bin/omero import -- --transfer=example.package.ClassName ... Related advanced options ------------------------ In addition to the :option:`--transfer` option in 5.0.0, a number of other advanced options have been added which may be useful for either tweaking import performance or dealing with complicated situations. However, like :option:`--transfer`, these options should be considered experimental and **may change in subsequent releases**. Comments and suggestions are very welcome. Checksums ^^^^^^^^^ If you think that calculating the checksums for your large files is consuming too much time, you might want to configure the checksum algorithm used. This can be done with the :option:`--checksum_algorithm` property. Available options are printed with the :option:`--advanced-help` option and include Adler-32, CRC-32, MD5-128, Murmur3-32, Murmur3-128, and the default SHA1-160. DropBox ^^^^^^^ As described in the scenarios ":ref:`upload_dropbox_auto`" and ":ref:`inplace_dropbox_auto`", :doc:`DropBox ` can be configured to use any of the options described above. The configuration property to modify is `omero.fs.importArgs`: :: $ bin/omero config set -- omero.fs.importArgs "--transfer=upload_rm" This will **move** files into OMERO rather than leaving a copy in the DropBox directory. :: $ bin/omero config set -- omero.fs.importArgs "--transfer=ln_rm" This will also **move** files into OMERO rather than leaving a copy in the DropBox directory. For this to work, the two directories will need to be on the same file system. This option is much faster than `upload_rm`. Please read :ref:`inplace_import_ln_rm` carefully to ensure you fully understand the implications of using this option. For more information on OMERO.fs, please visit :doc:`/developers/ImportFS`. .. warning:: **Use at your own risk!** .. seealso:: :doc:`/sysadmins/import-scenarios` :doc:`/sysadmins/dropbox` :doc:`/developers/ImportFS` :doc:`/users/cli/import` :doc:`/users/cli/import-target` :doc:`/users/cli/index`