Multiple Databases with Active Record

As an application grows in popularity and usage, you'll need to scale the application to support your new users and their data. One way in which your application may need to scale is on the database level. Rails supports using multiple databases, so you don't have to store your data all in one place.

At this time the following features are supported:

• Multiple writer databases and a replica for each
• Automatic connection switching for the model you're working with
• Automatic swapping between the writer and replica depending on the HTTP verb and recent writes
• Rails tasks for creating, dropping, migrating, and interacting with the multiple databases

The following features are not (yet) supported:

• Load balancing replicas

1 Setting up Your Application

While Rails tries to do most of the work for you, there are still some steps you'll need to do to get your application ready for multiple databases.

Let's say we have an application with a single writer database, and we need to add a new database for some new tables we're adding. The name of the new database will be "animals".

config/database.yml looks like this:

production:
  database: my_primary_database
  adapter: mysql2
  username: root
  password: <%= ENV['ROOT_PASSWORD'] %>

Let's add a second database called "animals" and replicas for both databases as well. To do this, we need to change our config/database.yml from a 2-tier to a 3-tier config.

If a primary configuration key is provided, it will be used as the "default" configuration. If there is no configuration named primary, Rails will use the first configuration as default for each environment. The default configurations will use the default Rails filenames. For example, primary configurations will use db/schema.rb for the schema file, whereas all the other entries will use db/[CONFIGURATION_NAMESPACE]_schema.rb for the filename.

production:
  primary:
    database: my_primary_database
    username: root
    password: <%= ENV['ROOT_PASSWORD'] %>
    adapter: mysql2
  primary_replica:
    database: my_primary_database
    username: root_readonly
    password: <%= ENV['ROOT_READONLY_PASSWORD'] %>
    adapter: mysql2
    replica: true
  animals:
    database: my_animals_database
    username: animals_root
    password: <%= ENV['ANIMALS_ROOT_PASSWORD'] %>
    adapter: mysql2
    migrations_paths: db/animals_migrate
  animals_replica:
    database: my_animals_database
    username: animals_readonly
    password: <%= ENV['ANIMALS_READONLY_PASSWORD'] %>
    adapter: mysql2
    replica: true

When using multiple databases, there are a few important settings.

First, the database name for primary and primary_replica should be the same because they contain the same data. This is also the case for animals and animals_replica.

Second, the username for the writers and replicas should be different, and the replica user's database permissions should be set to only read and not write.

When using a replica database, you need to add a replica: true entry to the replica in config/database.yml. This is because Rails otherwise has no way of knowing which one is a replica and which one is the writer. Rails will not run certain tasks, such as migrations, against replicas.

Lastly, for new writer databases, you need to set the migrations_paths key to the directory where you will store migrations for that database. We'll look more at migrations_paths later on in this guide.

You can also configure the schema dump file by setting schema_dump to a custom schema file name or completely skip the schema dumping by setting schema_dump: false.

Now that we have a new database, let's set up the connection model.

The primary database replica may be configured in ApplicationRecord this way:

class ApplicationRecord < ActiveRecord::Base
  self.abstract_class = true

  connects_to database: { writing: :primary, reading: :primary_replica }
end

If you use a differently named class for your application record you need to set primary_abstract_class instead, so that Rails knows which class ActiveRecord::Base should share a connection with.

class PrimaryApplicationRecord < ActiveRecord::Base
  primary_abstract_class

  connects_to database: { writing: :primary, reading: :primary_replica }
end

In that case, classes that connect to primary/primary_replica can inherit from your primary abstract class like standard Rails applications do with ApplicationRecord:

class Person < PrimaryApplicationRecord
end

On the other hand, we need to setup our models persisted in the "animals" database:

class AnimalsRecord < ApplicationRecord
  self.abstract_class = true

  connects_to database: { writing: :animals, reading: :animals_replica }
end

Those models should inherit from that common abstract class:

class Dog < AnimalsRecord
  # Talks automatically to the animals database.
end

By default, Rails expects the database roles to be writing and reading for the primary and replica respectively. If you have a legacy system you may already have roles set up that you don't want to change. In that case you can set a new role name in your application config.

config.active_record.writing_role = :default
config.active_record.reading_role = :readonly

It's important to connect to your database in a single model and then inherit from that model for the tables rather than connect multiple individual models to the same database. Database clients have a limit to the number of open connections there can be, and if you do this, it will multiply the number of connections you have since Rails uses the model class name for the connection specification name.

Now that we have the config/database.yml and the new model set up, it's time to create the databases. Rails ships with all the commands you need to use multiple databases.

You can run bin/rails --help to see all the commands you're able to run. You should see the following:

$ bin/rails --help
...
db:create                          # Create the database from DATABASE_URL or config/database.yml for the ...
db:create:animals                  # Create animals database for current environment
db:create:primary                  # Create primary database for current environment
db:drop                            # Drop the database from DATABASE_URL or config/database.yml for the cu...
db:drop:animals                    # Drop animals database for current environment
db:drop:primary                    # Drop primary database for current environment
db:migrate                         # Migrate the database (options: VERSION=x, VERBOSE=false, SCOPE=blog)
db:migrate:animals                 # Migrate animals database for current environment
db:migrate:primary                 # Migrate primary database for current environment
db:migrate:status                  # Display status of migrations
db:migrate:status:animals          # Display status of migrations for animals database
db:migrate:status:primary          # Display status of migrations for primary database
db:reset                           # Drop and recreates all databases from their schema for the current environment and loads the seeds
db:reset:animals                   # Drop and recreates the animals database from its schema for the current environment and loads the seeds
db:reset:primary                   # Drop and recreates the primary database from its schema for the current environment and loads the seeds
db:rollback                        # Roll the schema back to the previous version (specify steps w/ STEP=n)
db:rollback:animals                # Rollback animals database for current environment (specify steps w/ STEP=n)
db:rollback:primary                # Rollback primary database for current environment (specify steps w/ STEP=n)
db:schema:dump                     # Create a database schema file (either db/schema.rb or db/structure.sql  ...
db:schema:dump:animals             # Create a database schema file (either db/schema.rb or db/structure.sql  ...
db:schema:dump:primary             # Create a db/schema.rb file that is portable against any DB supported  ...
db:schema:load                     # Load a database schema file (either db/schema.rb or db/structure.sql  ...
db:schema:load:animals             # Load a database schema file (either db/schema.rb or db/structure.sql  ...
db:schema:load:primary             # Load a database schema file (either db/schema.rb or db/structure.sql  ...
db:setup                           # Create all databases, loads all schemas, and initializes with the seed data (use db:reset to also drop all databases first)
db:setup:animals                   # Create the animals database, loads the schema, and initializes with the seed data (use db:reset:animals to also drop the database first)
db:setup:primary                   # Create the primary database, loads the schema, and initializes with the seed data (use db:reset:primary to also drop the database first)
...

Running a command like bin/rails db:create will create both the primary and animals databases. Note that there is no command for creating the database users, and you'll need to do that manually to support the readonly users for your replicas. If you want to create just the animals database you can run bin/rails db:create:animals.

2 Connecting to Databases without Managing Schema and Migrations

If you would like to connect to an external database without any database management tasks such as schema management, migrations, seeds, etc., you can set the per database config option database_tasks: false. By default it is set to true.

production:
  primary:
    database: my_database
    adapter: mysql2
  animals:
    database: my_animals_database
    adapter: mysql2
    database_tasks: false

3 Generators and Migrations

Migrations for multiple databases should live in their own folders prefixed with the name of the database key in the configuration.

You also need to set migrations_paths in the database configurations to tell Rails where to find the migrations.

For example the animals database would look for migrations in the db/animals_migrate directory and primary would look in db/migrate. Rails generators now take a --database option so that the file is generated in the correct directory. The command can be run like so:

$ bin/rails generate migration CreateDogs name:string --database animals

If you are using Rails generators, the scaffold and model generators will create the abstract class for you. Simply pass the database key to the command line.

$ bin/rails generate scaffold Dog name:string --database animals

A class with the camelized database name and Record will be created. In this example the database is "animals" so we end up with AnimalsRecord:

class AnimalsRecord < ApplicationRecord
  self.abstract_class = true

  connects_to database: { writing: :animals }
end

The generated model will automatically inherit from AnimalsRecord.

class Dog < AnimalsRecord
end

Rails will only generate AnimalsRecord once. It will not be overwritten by new scaffolds or deleted if the scaffold is deleted.

If you already have an abstract class and its name differs from AnimalsRecord, you can pass the --parent option to indicate you want a different abstract class:

$ bin/rails generate scaffold Dog name:string --database animals --parent Animals::Record

This will skip generating AnimalsRecord since you've indicated to Rails that you want to use a different parent class.

4 Activating Automatic Role Switching

Finally, in order to use the read-only replica in your application, you'll need to activate the middleware for automatic switching.

Automatic switching allows the application to switch from the writer to replica or replica to writer based on the HTTP verb and whether there was a recent write by the requesting user.

If the application receives a POST, PUT, DELETE, or PATCH request, the application will automatically write to the writer database. If the request is not one of those methods, but the application recently made a write, the writer database will also be used. All other requests will use the replica database.

To activate the automatic connection switching middleware you can run the automatic swapping generator:

$ bin/rails g active_record:multi_db

And then uncomment the following lines:

Rails.application.configure do
  config.active_record.database_selector = { delay: 2.seconds }
  config.active_record.database_resolver = ActiveRecord::Middleware::DatabaseSelector::Resolver
  config.active_record.database_resolver_context = ActiveRecord::Middleware::DatabaseSelector::Resolver::Session
end

Rails guarantees "read your own write" and will send your GET or HEAD request to the writer if it's within the delay window. By default the delay is set to 2 seconds. You should change this based on your database infrastructure. Rails doesn't guarantee "read a recent write" for other users within the delay window and will send GET and HEAD requests to the replicas unless they wrote recently.

The automatic connection switching in Rails is relatively primitive and deliberately doesn't do a whole lot. The goal is a system that demonstrates how to do automatic connection switching that was flexible enough to be customizable by app developers.

The setup in Rails allows you to easily change how the switching is done and what parameters it's based on. Let's say you want to use a cookie instead of a session to decide when to swap connections. You can write your own class:

class MyCookieResolver < ActiveRecord::Middleware::DatabaseSelector::Resolver
  def self.call(request)
    new(request.cookies)
  end

  def initialize(cookies)
    @cookies = cookies
  end

  attr_reader :cookies

  def last_write_timestamp
    self.class.convert_timestamp_to_time(cookies[:last_write])
  end

  def update_last_write_timestamp
    cookies[:last_write] = self.class.convert_time_to_timestamp(Time.now)
  end

  def save(response)
  end
end

And then pass it to the middleware:

config.active_record.database_selector = { delay: 2.seconds }
config.active_record.database_resolver = ActiveRecord::Middleware::DatabaseSelector::Resolver
config.active_record.database_resolver_context = MyCookieResolver

5 Using Manual Connection Switching

There are some cases where you may want your application to connect to a writer or a replica and the automatic connection switching isn't adequate. For example, you may know that for a particular request you always want to send the request to a replica, even when you are in a POST request path.

To do this Rails provides a connected_to method that will switch to the connection you need.

ActiveRecord::Base.connected_to(role: :reading) do
  # All code in this block will be connected to the reading role.
end

The "role" in the connected_to call looks up the connections that are connected on that connection handler (or role). The reading connection handler will hold all the connections that were connected via connects_to with the role name of reading.

Note that connected_to with a role will look up an existing connection and switch using the connection specification name. This means that if you pass an unknown role like connected_to(role: :nonexistent) you will get an error that says ActiveRecord::ConnectionNotEstablished (No connection pool for 'ActiveRecord::Base' found for the 'nonexistent' role.)

If you want Rails to ensure any queries performed are read only, pass prevent_writes: true. This just prevents queries that look like writes from being sent to the database. You should also configure your replica database to run in read-only mode.

ActiveRecord::Base.connected_to(role: :reading, prevent_writes: true) do
  # Rails will check each query to ensure it's a read query.
end

6 Horizontal Sharding

Horizontal sharding is when you split up your database to reduce the number of rows on each database server, but maintain the same schema across "shards". This is commonly called "multi-tenant" sharding.

The API for supporting horizontal sharding in Rails is similar to the multiple database / vertical sharding API that's existed since Rails 6.0.

Shards are declared in the three-tier config like this:

production:
  primary:
    database: my_primary_database
    adapter: mysql2
  primary_replica:
    database: my_primary_database
    adapter: mysql2
    replica: true
  primary_shard_one:
    database: my_primary_shard_one
    adapter: mysql2
    migrations_paths: db/migrate_shards
  primary_shard_one_replica:
    database: my_primary_shard_one
    adapter: mysql2
    replica: true
  primary_shard_two:
    database: my_primary_shard_two
    adapter: mysql2
    migrations_paths: db/migrate_shards
  primary_shard_two_replica:
    database: my_primary_shard_two
    adapter: mysql2
    replica: true

Models are then connected with the connects_to API via the shards key:

class ApplicationRecord < ActiveRecord::Base
  primary_abstract_class

  connects_to database: { writing: :primary, reading: :primary_replica }
end

class ShardRecord < ApplicationRecord
  self.abstract_class = true

  connects_to shards: {
    shard_one: { writing: :primary_shard_one, reading: :primary_shard_one_replica },
    shard_two: { writing: :primary_shard_two, reading: :primary_shard_two_replica }
  }
end

If you're using shards, make sure both migrations_paths and schema_dump remain unchanged for all the shards. When generating a migration you can pass the --database option and use one of the shard names. Since they all set the same path, it doesn't matter which one you choose.

$ bin/rails g scaffold Dog name:string --database primary_shard_one

Then models can swap shards manually via the connected_to API. If using sharding, both a role and a shard must be passed:

ActiveRecord::Base.connected_to(role: :writing, shard: :default) do
  @id = Person.create! # Creates a record in shard named ":default"
end

ActiveRecord::Base.connected_to(role: :writing, shard: :shard_one) do
  Person.find(@id) # Can't find record, doesn't exist because it was created
                   # in the shard named ":default".
end

The horizontal sharding API also supports read replicas. You can swap the role and the shard with the connected_to API.

ActiveRecord::Base.connected_to(role: :reading, shard: :shard_one) do
  Person.first # Lookup record from read replica of shard one.
end

7 Activating Automatic Shard Switching

Applications are able to automatically switch shards per request using the provided middleware.

The ShardSelector middleware provides a framework for automatically swapping shards. Rails provides a basic framework to determine which shard to switch to and allows for applications to write custom strategies for swapping if needed.

ShardSelector takes a set of options (currently only lock is supported) that can be used by the middleware to alter behavior. lock is true by default and will prohibit the request from switching shards once inside the block. If lock is false, then shard swapping will be allowed. For tenant based sharding, lock should always be true to prevent application code from mistakenly switching between tenants.

The same generator as the database selector can be used to generate the file for automatic shard swapping:

$ bin/rails g active_record:multi_db

Then in the generated config/initializers/multi_db.rb uncomment the following:

Rails.application.configure do
  config.active_record.shard_selector = { lock: true }
  config.active_record.shard_resolver = ->(request) { Tenant.find_by!(host: request.host).shard }
end

Applications must provide the code for the resolver as it depends on application specific models. An example resolver would look like this:

config.active_record.shard_resolver = ->(request) {
  subdomain = request.subdomain
  tenant = Tenant.find_by_subdomain!(subdomain)
  tenant.shard
}

8 Granular Database Connection Switching

Starting from Rails 6.1, it's possible to switch connections for one database instead of all databases globally.

With granular database connection switching, any abstract connection class will be able to switch connections without affecting other connections. This is useful for switching your AnimalsRecord queries to read from the replica while ensuring your ApplicationRecord queries go to the primary.

AnimalsRecord.connected_to(role: :reading) do
  Dog.first # Reads from animals_replica.
  Person.first  # Reads from primary.
end

It's also possible to swap connections granularly for shards.

AnimalsRecord.connected_to(role: :reading, shard: :shard_one) do
  # Will read from shard_one_replica. If no connection exists for shard_one_replica,
  # a ConnectionNotEstablished error will be raised.
  Dog.first

  # Will read from primary writer.
  Person.first
end

To switch only the primary database cluster use ApplicationRecord:

ApplicationRecord.connected_to(role: :reading, shard: :shard_one) do
  Person.first # Reads from primary_shard_one_replica.
  Dog.first # Reads from animals_primary.
end

ActiveRecord::Base.connected_to maintains the ability to switch connections globally.

8.1 Handling Associations with Joins across Databases

As of Rails 7.0+, Active Record has an option for handling associations that would perform a join across multiple databases. If you have a has many through or a has one through association that you want to disable joining and perform 2 or more queries, pass the disable_joins: true option.

For example:

class Dog < AnimalsRecord
  has_many :treats, through: :humans, disable_joins: true
  has_many :humans

  has_one :home
  has_one :yard, through: :home, disable_joins: true
end

class Home
  belongs_to :dog
  has_one :yard
end

class Yard
  belongs_to :home
end

Previously calling @dog.treats without disable_joins or @dog.yard without disable_joins would raise an error because databases are unable to handle joins across clusters. With the disable_joins option, Rails will generate multiple select queries to avoid attempting joining across clusters. For the above association, @dog.treats would generate the following SQL:

SELECT "humans"."id" FROM "humans" WHERE "humans"."dog_id" = ?  [["dog_id", 1]]
SELECT "treats".* FROM "treats" WHERE "treats"."human_id" IN (?, ?, ?)  [["human_id", 1], ["human_id", 2], ["human_id", 3]]

While @dog.yard would generate the following SQL:

SELECT "home"."id" FROM "homes" WHERE "homes"."dog_id" = ? [["dog_id", 1]]
SELECT "yards".* FROM "yards" WHERE "yards"."home_id" = ? [["home_id", 1]]

There are some important things to be aware of with this option:

1. There may be performance implications since now two or more queries will be performed (depending on the association) rather than a join. If the select for humans returned a high number of IDs the select for treats may send too many IDs.
2. Since we are no longer performing joins, a query with an order or limit is now sorted in-memory since order from one table cannot be applied to another table.
3. This setting must be added to all associations where you want joining to be disabled. Rails can't guess this for you because association loading is lazy, to load treats in @dog.treats Rails already needs to know what SQL should be generated.

8.2 Schema Caching

If you want to load a schema cache for each database you must set schema_cache_path in each database configuration and set config.active_record.lazily_load_schema_cache = true in your application configuration. Note that this will lazily load the cache when the database connections are established.

9 Caveats

9.1 Load Balancing Replicas

Rails doesn't support automatic load balancing of replicas. This is very dependent on your infrastructure. We may implement basic, primitive load balancing in the future, but for an application at scale this should be something your application handles outside of Rails.