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Small clean up for Propagators. (#577)
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1 change: 1 addition & 0 deletions CHANGELOG.md
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Expand Up @@ -16,6 +16,7 @@ Updates:
- Add semantic convention for NGINX custom HTTP 499 status code.
- Adapt semantic conventions for the span name of messaging systems ([#690](https://github.com/open-telemetry/opentelemetry-specification/pull/690))
- Specify how `Probability` sampler is used with `ParentOrElse` sampler.
- Clean up api-propagators.md, by extending documentation and removing redundant sections ([#577](https://github.com/open-telemetry/opentelemetry-specification/pull/577))

## v0.6.0 (07-01-2020)

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155 changes: 103 additions & 52 deletions specification/context/api-propagators.md
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Expand Up @@ -6,12 +6,17 @@ Table of Contents
</summary>

- [Overview](#overview)
- [HTTP Text Format](#http-text-format)
- [Propagator Types](#propagator-types)
- [Carrier](#carrier)
- [Operations](#operations)
- [Inject](#inject)
- [Extract](#extract)
- [HTTPText Propagator](#httptext-propagator)
- [Fields](#fields)
- [Inject](#inject)
- [Inject](#inject-1)
- [Setter argument](#setter)
- [Set](#set)
- [Extract](#extract)
- [Extract](#extract-1)
- [Getter argument](#getter)
- [Get](#get)
- [Composite Propagator](#composite-propagator)
Expand All @@ -24,41 +29,94 @@ Table of Contents
Cross-cutting concerns send their state to the next process using
`Propagator`s, which are defined as objects used to read and write
context data to and from messages exchanged by the applications.
Each concern creates a set of `Propagator`s for every supported `Format`.
Each concern creates a set of `Propagator`s for every supported
`Propagator` type.

Propagators leverage the `Context` to inject and extract data for each
`Propagator`s leverage the `Context` to inject and extract data for each
cross-cutting concern, such as traces and correlation context.

Propagation is usually implemented via a cooperation of library-specific request
interceptors and `Propagators`, where the interceptors detect incoming and outgoing requests and use the `Propagator`'s extract and inject operations respectively.

The Propagators API is expected to be leveraged by users writing
instrumentation libraries.

The Propagators API currently consists of one `Format`:
## Propagator Types

A `Propagator` type defines the restrictions imposed by a specific transport
and is bound to a data type, in order to propagate in-band context data across process boundaries.

The Propagators API currently defines one `Propagator` type:

- `HTTPTextPropagator` is a type that inject values into and extracts values
from carriers as string key/value pairs.

A binary `Propagator` type will be added in the future (see [#437](https://github.com/open-telemetry/opentelemetry-specification/issues/437)).

### Carrier

- `HTTPTextFormat` is used to inject values into and extract values from carriers as text that travel
in-band across process boundaries.
A carrier is the medium used by `Propagator`s to read values from and write values to.
Each specific `Propagator` type defines its expected carrier type, such as a string map
or a byte array.

A binary `Format` will be added in the future.
Carriers used at [Inject](#inject) are expected to be mutable.

## HTTP Text Format
### Operations

`Propagator`s MUST define `Inject` and `Extract` operations, in order to write
values to and read values from carriers respectively. Each `Propagator` type MUST define the specific carrier type
and CAN define additional parameters.

#### Inject

Injects the value into a carrier. For example, into the headers of an HTTP request.

Required arguments:

`HTTPTextFormat` is a formatter that injects and extracts a cross-cutting concern
value as text into carriers that travel in-band across process boundaries.
- A `Context`. The Propagator MUST retrieve the appropriate value from the `Context` first, such as
`SpanContext`, `CorrelationContext` or another cross-cutting concern context.
- The carrier that holds the propagation fields. For example, an outgoing message or HTTP request.

Encoding is expected to conform to the HTTP Header Field semantics. Values are often encoded as
RPC/HTTP request headers.
#### Extract

Extracts the value from an incoming request. For example, from the headers of an HTTP request.

If a value can not be parsed from the carrier for a cross-cutting concern,
the implementation MUST NOT throw an exception and MUST NOT store a new value in the `Context`,
in order to preserve any previously existing valid value.

Required arguments:

- A `Context`.
- The carrier that holds the propagation fields. For example, an incoming message or http response.

Returns a new `Context` derived from the `Context` passed as argument,
containing the extracted value, which can be a `SpanContext`,
`CorrelationContext` or another cross-cutting concern context.

## HTTPText Propagator

`HTTPTextPropagator` performs the injection and extraction of a cross-cutting concern
value as string key/values pairs into carriers that travel in-band across process boundaries.

The carrier of propagated data on both the client (injector) and server (extractor) side is
usually an http request. Propagation is usually implemented via library-specific request
interceptors, where the client-side injects values and the server-side extracts them.
usually an HTTP request.

`Getter` and `Setter` are optional helper components used for extraction and injection respectively,
and are defined as separate objects from the carrier to avoid runtime allocations,
by removing the need for additional interface-implementing-objects wrapping the carrier in order
to access its contents.

`HTTPTextFormat` MUST expose the APIs that injects values into carriers,
and extracts values from carriers.
`Getter` and `Setter` MUST be stateless and allowed to be saved as constants, in order to effectively
avoid runtime allocations.

### Fields

The propagation fields defined. If your carrier is reused, you should delete the fields here
before calling [inject](#inject).

Fields are defined as string keys identifying format-specific components in a carrier.

For example, if the carrier is a single-use or immutable request object, you don't need to
clear fields as they couldn't have been set before. If it is a mutable, retryable object,
successive calls should clear these fields first.
Expand All @@ -68,65 +126,57 @@ The use cases of this are:
- allow pre-allocation of fields, especially in systems like gRPC Metadata
- allow a single-pass over an iterator

Returns list of fields that will be used by this formatter.
Returns list of fields that will be used by the `HttpTextPropagator`.

### Inject

Injects the value downstream. For example, as http headers.
Injects the value into a carrier. The required arguments are the same as defined by
the base [Inject](#inject) operation.

Required arguments:
Optional arguments:

- A `Context`. The Propagator MUST retrieve the appropriate value from the `Context` first, such as `SpanContext`, `CorrelationContext` or another cross-cutting concern context. For languages supporting current `Context` state, this argument is OPTIONAL, defaulting to the current `Context` instance.
- the carrier that holds propagation fields. For example, an outgoing message or http request.
- the `Setter` invoked for each propagation key to add or remove.
- A `Setter` invoked for each propagation key to add or remove. This is an additional
argument that languages are free to define to help inject data into the carrier.

#### Setter argument

Setter is an argument in `Inject` that sets value into given field.
Setter is an argument in `Inject` that sets values into given fields.

`Setter` allows a `HTTPTextFormat` to set propagated fields into a carrier.
`Setter` allows a `HttpTextPropagator` to set propagated fields into a carrier.

`Setter` MUST be stateless and allowed to be saved as a constant to avoid runtime allocations. One of the ways to implement it is `Setter` class with `Set` method as described below.
One of the ways to implement it is `Setter` class with `Set` method as described below.

##### Set

Replaces a propagated field with the given value.

Required arguments:

- the carrier holds propagation fields. For example, an outgoing message or http request.
- the carrier holding the propagation fields. For example, an outgoing message or an HTTP request.
- the key of the field.
- the value of the field.

The implemenation SHOULD preserve casing (e.g. it should not transform `Content-Type` to `content-type`) if the used protocol is case insensitive, otherwise it MUST preserve casing.
The implementation SHOULD preserve casing (e.g. it should not transform `Content-Type` to `content-type`) if the used protocol is case insensitive, otherwise it MUST preserve casing.

### Extract

Extracts the value from an incoming request. For example, from the headers of an HTTP request.

If a value can not be parsed from the carrier for a cross-cutting concern,
the implementation MUST NOT throw an exception and MUST NOT store a new value in the `Context`,
in order to preserve any previously existing valid value.

Required arguments:
Extracts the value from an incoming request. The required arguments are the same as defined by
the base [Extract](#extract) operation.

- A `Context`. For languages supporting current `Context` state this argument is OPTIONAL, defaulting to the current `Context` instance.
- the carrier holds propagation fields. For example, an outgoing message or http request.
- the instance of `Getter` invoked for each propagation key to get.
Optional arguments:

Returns a new `Context` derived from the `Context` passed as argument,
containing the extracted value, which can be a `SpanContext`,
`CorrelationContext` or another cross-cutting concern context.
- A `Getter` invoked for each propagation key to get. This is an additional
argument that languages are free to define to help extract data from the carrier.

If the extracted value is a `SpanContext`, its `IsRemote` property MUST be set to true.
Returns a new `Context` derived from the `Context` passed as argument.

#### Getter argument

Getter is an argument in `Extract` that get value from given field

`Getter` allows a `HttpTextFormat` to read propagated fields from a carrier.
`Getter` allows a `HttpTextPropagator` to read propagated fields from a carrier.

`Getter` MUST be stateless and allowed to be saved as a constant to avoid runtime allocations. One of the ways to implement it is `Getter` class with `Get` method as described below.
One of the ways to implement it is `Getter` class with `Get` method as described below.

##### Get

Expand All @@ -137,11 +187,11 @@ Required arguments:
- the carrier of propagation fields, such as an HTTP request.
- the key of the field.

The Get function is responsible for handling case sensitivity. If the getter is intended to work with a HTTP request object, the getter MUST be case insensitive. To improve compatibility with other text-based protocols, text `Format` implementions MUST ensure to always use the canonical casing for their attributes. NOTE: Canonical casing for HTTP headers is usually title case (e.g. `Content-Type` instead of `content-type`).
The Get function is responsible for handling case sensitivity. If the getter is intended to work with a HTTP request object, the getter MUST be case insensitive.

## Injectors and Extractors as Separate Interfaces

Languages can choose to implement a `Propagator` for a format as a single object
Languages can choose to implement a `Propagator` type as a single object
exposing `Inject` and `Extract` methods, or they can opt to divide the
responsibilities further into individual `Injector`s and `Extractor`s. A
`Propagator` can be implemented by composing individual `Injector`s and
Expand All @@ -156,9 +206,10 @@ single entity.
A composite propagator can be built from a list of propagators, or a list of
injectors and extractors. The resulting composite `Propagator` will invoke the `Propagator`s, `Injector`s, or `Extractor`s, in the order they were specified.

Each composite `Propagator` will be bound to a specific `Format`, such
as `HttpTextFormat`, as different `Format`s will likely operate on different
Each composite `Propagator` will implement a specific `Propagator` type, such
as `HttpTextPropagator`, as different `Propagator` types will likely operate on different
data types.

There MUST be functions to accomplish the following operations.

- Create a composite propagator
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## Global Propagators

Implementations MAY provide global `Propagator`s for
each supported `Format`.
each supported `Propagator` type.

If offered, the global `Propagator`s should default to a composite `Propagator`
containing the W3C Trace Context Propagator and the Correlation Context `Propagator`
Expand All @@ -202,13 +253,13 @@ OpenTelemetry implementations.

### Get Global Propagator

This method MUST exist for each supported `Format`.
This method MUST exist for each supported `Propagator` type.

Returns a global `Propagator`. This usually will be composite instance.

### Set Global Propagator

This method MUST exist for each supported `Format`.
This method MUST exist for each supported `Propagator` type.

Sets the global `Propagator` instance.

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9 changes: 5 additions & 4 deletions specification/overview.md
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Expand Up @@ -238,11 +238,12 @@ See the [Context](context/context.md)
## Propagators

OpenTelemetry uses `Propagators` to serialize and deserialize cross-cutting concern values
such as `SpanContext` and `CorrelationContext` into a `Format`. Currently there is one
type of propagator:
such as `SpanContext` and `CorrelationContext`. Different `Propagator` types define the restrictions
imposed by a specific transport and bound to a data type.

- `HTTPTextFormat` which is used to inject and extract a value as text into carriers that travel
in-band across process boundaries.
The Propagators API currently defines one `Propagator` type:

- `HTTPTextPropagator` injects values into and extracts values from carriers as text.

## Collector

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3 changes: 2 additions & 1 deletion specification/trace/api.md
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Expand Up @@ -180,7 +180,8 @@ TraceID and a non-zero SpanID.

`IsRemote` is a boolean flag which returns true if the SpanContext was propagated
from a remote parent.
When creating children from remote spans, their IsRemote flag MUST be set to false.
When extracting a `SpanContext` through the Propagators API, its `IsRemote` flag MUST
be set to true, whereas the SpanContext of any child spans MUST have it set to false.

Please review the W3C specification for details on the [Tracestate
field](https://www.w3.org/TR/trace-context/#tracestate-field).
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