Kubernetes 1.27: StatefulSet PVC Auto-Deletion (beta)

Author: Matthew Cary (Google)

Kubernetes v1.27 graduated to beta a new policy mechanism for StatefulSets that controls the lifetime of their PersistentVolumeClaims (PVCs). The new PVC retention policy lets users specify if the PVCs generated from the StatefulSet spec template should be automatically deleted or retrained when the StatefulSet is deleted or replicas in the StatefulSet are scaled down.

What problem does this solve?

A StatefulSet spec can include Pod and PVC templates. When a replica is first created, the Kubernetes control plane creates a PVC for that replica if one does not already exist. The behavior before the PVC retention policy was that the control plane never cleaned up the PVCs created for StatefulSets - this was left up to the cluster administrator, or to some add-on automation that you’d have to find, check suitability, and deploy. The common pattern for managing PVCs, either manually or through tools such as Helm, is that the PVCs are tracked by the tool that manages them, with explicit lifecycle. Workflows that use StatefulSets must determine on their own what PVCs are created by a StatefulSet and what their lifecycle should be.

Before this new feature, when a StatefulSet-managed replica disappears, either because the StatefulSet is reducing its replica count, or because its StatefulSet is deleted, the PVC and its backing volume remains and must be manually deleted. While this behavior is appropriate when the data is critical, in many cases the persistent data in these PVCs is either temporary, or can be reconstructed from another source. In those cases, PVCs and their backing volumes remaining after their StatefulSet or replicas have been deleted are not necessary, incur cost, and require manual cleanup.

The new StatefulSet PVC retention policy

The new StatefulSet PVC retention policy is used to control if and when PVCs created from a StatefulSet’s volumeClaimTemplate are deleted. There are two contexts when this may occur.

The first context is when the StatefulSet resource is deleted (which implies that all replicas are also deleted). This is controlled by the whenDeleted policy. The second context, controlled by whenScaled is when the StatefulSet is scaled down, which removes some but not all of the replicas in a StatefulSet. In both cases the policy can either be Retain, where the corresponding PVCs are not touched, or Delete, which means that PVCs are deleted. The deletion is done with a normal object deletion, so that, for example, all retention policies for the underlying PV are respected.

This policy forms a matrix with four cases. I’ll walk through and give an example for each one.

• whenDeleted and whenScaled are both Retain.

  This matches the existing behavior for StatefulSets, where no PVCs are deleted. This is also the default retention policy. It’s appropriate to use when data on StatefulSet volumes may be irreplaceable and should only be deleted manually.

• whenDeleted is Delete and whenScaled is Retain.

  In this case, PVCs are deleted only when the entire StatefulSet is deleted. If the StatefulSet is scaled down, PVCs are not touched, meaning they are available to be reattached if a scale-up occurs with any data from the previous replica. This might be used for a temporary StatefulSet, such as in a CI instance or ETL pipeline, where the data on the StatefulSet is needed only during the lifetime of the StatefulSet lifetime, but while the task is running the data is not easily reconstructible. Any retained state is needed for any replicas that scale down and then up.

• whenDeleted and whenScaled are both Delete.

  PVCs are deleted immediately when their replica is no longer needed. Note this does not include when a Pod is deleted and a new version rescheduled, for example when a node is drained and Pods need to migrate elsewhere. The PVC is deleted only when the replica is no longer needed as signified by a scale-down or StatefulSet deletion. This use case is for when data does not need to live beyond the life of its replica. Perhaps the data is easily reconstructable and the cost savings of deleting unused PVCs is more important than quick scale-up, or perhaps that when a new replica is created, any data from a previous replica is not usable and must be reconstructed anyway.

• whenDeleted is Retain and whenScaled is Delete.

  This is similar to the previous case, when there is little benefit to keeping PVCs for fast reuse during scale-up. An example of a situation where you might use this is an Elasticsearch cluster. Typically you would scale that workload up and down to match demand, whilst ensuring a minimum number of replicas (for example: 3). When scaling down, data is migrated away from removed replicas and there is no benefit to retaining those PVCs. However, it can be useful to bring the entire Elasticsearch cluster down temporarily for maintenance. If you need to take the Elasticsearch system offline, you can do this by temporarily deleting the StatefulSet, and then bringing the Elasticsearch cluster back by recreating the StatefulSet. The PVCs holding the Elasticsearch data will still exist and the new replicas will automatically use them.

Visit the documentation to see all the details.

What’s next?

Try it out! The StatefulSetAutoDeletePVC feature gate is beta and enabled by default on cluster running Kubernetes 1.27. Create a StatefulSet using the new policy, test it out and tell us what you think!

I'm very curious to see if this owner reference mechanism works well in practice. For example, I realized there is no mechanism in Kubernetes for knowing who set a reference, so it’s possible that the StatefulSet controller may fight with custom controllers that set their own references. Fortunately, maintaining the existing retention behavior does not involve any new owner references, so default behavior will be compatible.

Please tag any issues you report with the label sig/apps and assign them to Matthew Cary (@mattcary at GitHub).

Enjoy!

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