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Original file line number Diff line number Diff line change
Expand Up @@ -215,3 +215,8 @@ polaris.features."SUPPORTED_CATALOG_STORAGE_TYPES" = [ "S3", "Azure" ]
```
Leave out `FILE` to prevent its use. Only include the storage types your setup needs.

### Upgrade Considerations

The [Polaris Evolution](../evolution) page discusses backward compatibility and
upgrade concerns.

115 changes: 115 additions & 0 deletions site/content/in-dev/unreleased/evolution.md
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---
#
# Licensed to the Apache Software Foundation (ASF) under one
# or more contributor license agreements. See the NOTICE file
# distributed with this work for additional information
# regarding copyright ownership. The ASF licenses this file
# to you under the Apache License, Version 2.0 (the
# "License"); you may not use this file except in compliance
# with the License. You may obtain a copy of the License at
#
# http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing,
# software distributed under the License is distributed on an
# "AS IS" BASIS, WITHOUT WARRANTIES OR CONDITIONS OF ANY
# KIND, either express or implied. See the License for the
# specific language governing permissions and limitations
# under the License.
#
title: Polaris Evolution
type: docs
weight: 1000
---

This page discusses what can be expected from Apache Polaris as the project evolves.

## Using Polaris as a Catalog

Polaris is primarily intended to be used as a Catalog of Tables and Views. As such,
it implements the Iceberg REST Catalog API and its own REST APIs.

Revisions of the Iceberg REST Catalog API are controlled by the [Apache Iceberg](https://iceberg.apache.org/)
community. Polaris attempts to accurately implement this specification. Nonetheless,
optional REST Catalog features may or may not be supported immediately. In general,
there is no guarantee that Polaris releases always implement the latest version of
the Iceberg REST Catalog API.

Any API under Polaris control that is not in an "experimental" or "beta" state
(e.g. the Management API) is maintained as a versioned REST API. New releases of Polaris
may include changes to the current version of the API. When that happens those changes
are intended to be compatible with prior versions of Polaris clients. Certain endpoints
and parameters may be deprecated.

In case a major change is required to an API that cannot be implemented in a
backward-compatible way, new endpoints (URI paths) may be introduced. New URI "roots" may
be introduced too (e.g. `api/catalog/v2`).

Note that those "v1", "v2", etc. URI path segments are not meant to be 1:1 with Polaris
releases or Polaris project version numbers (e.g. a "v2" path segment does not mean that
it is added in Polaris 2.0).

Polaris servers will support deprecated API endpoints / parameters / versions / etc.
for some transition period to allow clients to migrate.

### Managing Polaris Database

Polaris stores its data in a database, which is sometimes referred to as "Metastore" or
"Persistence" in other docs.

Each Polaris release may support multiple Persistence [implementations](../metastores),
for example, "EclipseLink" (deprecated) and "JDBC" (current).

Each type of Persistence evolves individually. Within each Persistence type, Polaris
attempts to support rolling upgrades (both version X and X + 1 servers running at the
same time).

However, migrating between different Persistence types is not supported in a rolling
upgrade manner (for example, migrating from "EclipseLink" to "JDBC"). Polaris provides
[tools](https://github.com/apache/polaris-tools/) for migrating between different
catalogs and those tools may be used to migrate between different Persistence types
as well. Service interruption (downtime) should be expected in those cases.

## Using Polaris as a Build-Time Dependency

Polaris produces several jars. These jars or custom builds of Polaris code may be used in
downstream projects according to the terms of the license included into Polaris distributions.

The minimal version of the JRE required by Polaris code (compilation target) may be updated in
any release. Different Polaris jars may have different minimal JRE version requirements.

Changes in Java class should be expected at any time regardless of the module name or
whether the class / method is `public` or not.

This approach is not meant to discourage the use of Polaris code in downstream projects, but
to allow more flexibility in evolving the codebase to support new catalog-level features
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I'm a bit confused by This approach here. Semver doesn't discourage the downstream dependency on code/jars, it's actually widely used by a lot of projects to allow dependencies, e.g., Jackson, Apahce Iceberg, etc. What's the approach we meant here? Do we only consider REST APIs as public APIs? Appreciate if you can elaborate a bit.

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I think this means the approach of having frequent breaking changes isn't explicitly intended to discourage the use of Polaris, but to allow ...

I agree with this sentiment, but I think the comments above about a need to clearly define which APIs are actually considered public under SemVer are fair.

and improve code efficiency. Maintainers of downstream projects are encouraged to join Polaris
mailing lists to monitor project changes, suggest improvements, and engage with the Polaris
community in case of specific compatibility concerns.

## Semantic Versioning

Polaris strives to follow [Semantic Versioning](https://semver.org/) conventions both with
respect to REST APIs (beta and experimental APIs excepted), [Polaris Policies](../policy/)
and user-facing [configuration](../configuration/).

The following are some examples of Polaris approach to SemVer in REST APIs / configuration.
These examples are for illustration purposes and should not be considered to be
exhaustive.

* Polaris implementing an optional Iceberg REST Catalog feature that was unimplemented
in the previous release is not considered a major change.

* Supporting a new revision of the Iceberg REST Catalog spec in a backward-compatible way
is not considered a major change. Specifically, supporting new REST API prefixes (e.g. `v2`)
is not a major change because it does not affect older clients.

* Changing the implementation of an Iceberg REST Catalog feature / endpoint in a non-backward
compatible way (e.g. removing or renaming a request parameter) is a major change.

* Dropping support for a configuration property with the `polaris.` name prefix is a major change.

* Dropping support for any previously defined [Policy](../policy/) type or property is a major change.

* Upgrading Quarkus Runtime to its next major version is a major change (because
Quarkus-managed configuration may change).
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