DOC: otel: added README.md overview document

Added a Markdown-formatted overview covering features, build instructions,
configuration, scope keywords, CLI commands, performance benchmarks and
test configurations.
This commit is contained in:
Miroslav Zagorac 2026-04-08 23:28:00 +02:00 committed by William Lallemand
parent 7c66bb5497
commit dae6fa9c6f

288
addons/otel/README.md Normal file
View file

@ -0,0 +1,288 @@
## HAProxy OpenTelemetry Filter (OTel)
The OTel filter enables HAProxy to emit telemetry data -- traces, metrics and
logs -- to any OpenTelemetry-compatible backend via the OpenTelemetry protocol
(OTLP).
It is the successor to the OpenTracing (OT) filter, built on the OpenTelemetry
standard which unifies distributed tracing, metrics and logging into a single
observability framework.
### Features
- **Distributed tracing** -- spans with parent-child relationships, context
propagation via HTTP headers or HAProxy variables, links, baggage and status.
- **Metrics** -- counter, histogram, up-down counter and gauge instruments with
configurable aggregation and bucket boundaries.
- **Logging** -- log records with severity levels, optional span correlation and
runtime-evaluated attributes.
- **Rate limiting** -- percentage-based sampling (0.0--100.0) for controlling
overhead.
- **ACL integration** -- fine-grained conditional execution at instrumentation,
scope and event levels.
- **CLI management** -- runtime enable/disable, rate adjustment, error mode
switching and status inspection.
- **Context propagation** -- inject/extract span contexts between cascaded
HAProxy instances or external services.
### Dependencies
The filter requires the
[OpenTelemetry C Wrapper](https://github.com/haproxytech/opentelemetry-c-wrapper)
library, which wraps the OpenTelemetry C++ SDK.
### Building
The OTel filter is compiled together with HAProxy by adding `USE_OTEL=1` to the
make command.
#### Using pkg-config
```
PKG_CONFIG_PATH=/opt/lib/pkgconfig make -j8 USE_OTEL=1 TARGET=linux-glibc
```
#### Explicit paths
```
make -j8 USE_OTEL=1 OTEL_INC=/opt/include OTEL_LIB=/opt/lib TARGET=linux-glibc
```
#### Build options
| Variable | Description |
|-----------------|-----------------------------------------------------|
| `USE_OTEL` | Enable the OpenTelemetry filter |
| `OTEL_DEBUG` | Compile in debug mode |
| `OTEL_INC` | Force path to opentelemetry-c-wrapper include files |
| `OTEL_LIB` | Force path to opentelemetry-c-wrapper library |
| `OTEL_RUNPATH` | Add opentelemetry-c-wrapper RUNPATH to executable |
| `OTEL_USE_VARS` | Enable context propagation via HAProxy variables |
#### Debug mode
```
PKG_CONFIG_PATH=/opt/lib/pkgconfig make -j8 USE_OTEL=1 OTEL_DEBUG=1 TARGET=linux-glibc
```
#### Variable-based context propagation
```
PKG_CONFIG_PATH=/opt/lib/pkgconfig make -j8 USE_OTEL=1 OTEL_USE_VARS=1 TARGET=linux-glibc
```
#### Verifying the build
```
./haproxy -vv | grep -i opentelemetry
```
If the filter is built in, the output contains:
```
Built with OpenTelemetry support (C++ version 1.26.0, C Wrapper version 1.0.0-842).
[OTEL] opentelemetry
```
#### Library path at runtime
When pkg-config is not used, the executable may not find the library at startup.
Use `LD_LIBRARY_PATH` or build with `OTEL_RUNPATH=1`:
```
LD_LIBRARY_PATH=/opt/lib ./haproxy ...
```
```
make -j8 USE_OTEL=1 OTEL_RUNPATH=1 OTEL_INC=/opt/include OTEL_LIB=/opt/lib TARGET=linux-glibc
```
### Configuration
The filter uses a two-file configuration model:
1. **OTel configuration file** (`.cfg`) -- defines the telemetry model:
instrumentation settings, scopes and groups.
2. **YAML configuration file** (`.yml`) -- defines the OpenTelemetry SDK
pipeline: exporters, samplers, processors, providers and signal routing.
#### Activating the filter
The OTel filter requires the `insecure-fork-wanted` keyword in the HAProxy
`global` section. This is necessary because the OpenTelemetry C++ SDK creates
background threads for data export and batch processing. HAProxy will refuse
to load the configuration if this keyword is missing.
```
global
insecure-fork-wanted
...
```
Add the filter to a HAProxy proxy section (frontend/listen/backend):
```
frontend my-frontend
...
filter opentelemetry [id <id>] config <file>
...
```
If no filter id is specified, `otel-filter` is used as default.
#### OTel configuration file structure
The OTel configuration file contains three section types:
- `otel-instrumentation` -- mandatory; references the YAML file, sets rate
limits, error modes, logging and declares groups and scopes.
- `otel-scope` -- defines actions (spans, attributes, metrics, logs) triggered
by stream events or from groups.
- `otel-group` -- a named collection of scopes triggered from HAProxy TCP/HTTP
rules.
#### Minimal YAML configuration
```yaml
exporters:
my_exporter:
type: otlp_http
endpoint: "http://localhost:4318/v1/traces"
samplers:
my_sampler:
type: always_on
processors:
my_processor:
type: batch
providers:
my_provider:
resources:
- service.name: "haproxy"
signals:
traces:
scope_name: "HAProxy OTel"
exporters: my_exporter
samplers: my_sampler
processors: my_processor
providers: my_provider
```
#### Supported YAML exporters
| Type | Description |
|-----------------|---------------------------------------|
| `otlp_grpc` | OTLP over gRPC |
| `otlp_http` | OTLP over HTTP (JSON or Protobuf) |
| `otlp_file` | Local files in OTLP format |
| `zipkin` | Zipkin-compatible backends |
| `elasticsearch` | Elasticsearch |
| `ostream` | Text output to a file (for debugging) |
| `memory` | In-memory buffer (for testing) |
### Scope keywords
| Keyword | Description |
|----------------|---------------------------------------------------------|
| `span` | Create or reference a span |
| `attribute` | Set key-value span attributes |
| `event` | Add timestamped span events |
| `baggage` | Set context propagation data |
| `status` | Set span status (ok/error/ignore/unset) |
| `link` | Add span links to related spans |
| `inject` | Inject context into headers or variables |
| `extract` | Extract context from headers or variables |
| `finish` | Close spans (supports wildcards: `*`, `*req*`, `*res*`) |
| `instrument` | Create or update metric instruments |
| `log-record` | Emit a log record with severity |
| `otel-event` | Bind scope to a filter event with optional ACL |
| `idle-timeout` | Set periodic event interval for idle streams |
### CLI commands
Available via the HAProxy CLI socket (prefix: `flt-otel`):
| Command | Description |
|----------------------------|------------------------------------|
| `flt-otel status` | Show filter status |
| `flt-otel enable` | Enable the filter |
| `flt-otel disable` | Disable the filter |
| `flt-otel hard-errors` | Enable hard-errors mode |
| `flt-otel soft-errors` | Disable hard-errors mode |
| `flt-otel logging [state]` | Set logging state |
| `flt-otel rate [value]` | Set or show the rate limit |
| `flt-otel debug [level]` | Set debug level (debug build only) |
When invoked without arguments, `rate`, `logging` and `debug` display the
current value.
### Performance
Benchmark results from the standalone (`sa`) configuration, which exercises all
events (worst-case scenario):
| Rate limit | Req/s | Avg latency | Overhead |
|------------|--------|-------------|----------|
| 100.0% | 38,202 | 213.08 us | 21.6% |
| 50.0% | 42,777 | 190.49 us | 12.2% |
| 25.0% | 45,302 | 180.46 us | 7.0% |
| 10.0% | 46,879 | 174.69 us | 3.7% |
| 2.5% | 47,993 | 170.58 us | 1.4% |
| disabled | 48,788 | 167.74 us | ~0 |
| off | 48,697 | 168.00 us | baseline |
With a rate limit of 10% or less, the performance impact is negligible.
Detailed methodology and additional results are in the `test/` directory.
### Test configurations
The `test/` directory contains ready-to-run example configurations:
- **sa** -- standalone; the most comprehensive example, demonstrating spans,
attributes, events, links, baggage, status, metrics, log records, ACL
conditions and idle-timeout events.
- **fe/be** -- distributed tracing across two cascaded HAProxy instances using
HTTP header-based context propagation.
- **ctx** -- context propagation via HAProxy variables using the inject/extract
mechanism.
- **cmp** -- minimal configuration for benchmarking comparison.
- **empty** -- filter initialized with no active telemetry.
#### Quick start with Jaeger
Start a Jaeger all-in-one container:
```
docker run -d --name jaeger -p 4317:4317 -p 4318:4318 -p 16686:16686 jaegertracing/all-in-one:latest
```
Run one of the test configurations:
```
./test/run-sa.sh
```
Open the Jaeger UI at `http://localhost:16686` to view traces.
### Documentation
Detailed documentation is available in the following files:
- [README](README) -- complete reference documentation
- [README-configuration](README-configuration) -- configuration guide
- [README-conf](README-conf) -- configuration details
- [README-design](README-design) -- cross-cutting design patterns
- [README-implementation](README-implementation) -- component architecture
- [README-func](README-func) -- function reference
- [README-misc](README-misc) -- miscellaneous notes
### Copyright
Copyright 2026 HAProxy Technologies
### Author
Miroslav Zagorac <mzagorac@haproxy.com>