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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.

121 changes: 121 additions & 0 deletions site/content/in-dev/unreleased/evolution.md
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---
#
# Licensed to the Apache Software Foundation (ASF) under one
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# 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
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# http://www.apache.org/licenses/LICENSE-2.0
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# 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
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title: Polaris Evolution
type: docs
weight: 1000
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---

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 API, Generic Tables API](../polaris-catalog-service/),
and [Polaris Management API](../polaris-management-service/).

Revisions of the Iceberg REST 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 (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 the Management API that cannot be implemented in a
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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).
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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.

This means that major version increments should be expected often (in the SemVer sense, see
below).

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.

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 Java code and REST APIs.

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Same comment here that REST APIs doesn't follow semver.


The API surface for the purpose of Semantic Versioning is defined as follows.

**Client-Facing API**

* Iceberg REST Catalog API and Generic Tables API (refer to this [link](../polaris-catalog-service/)
for their combined Open API definition).
* Note: 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.
* Changing the implementation of an Iceberg REST Catalog feature / endpoint in a non-backward
compatible way is a major change.
* [Polaris Management API](../polaris-management-service/)
* [Polaris Policies](http://localhost:1313/in-dev/unreleased/policy/)
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Again, as I said here, #1890 (comment). I don't think the REST APIs follow Semver. Can we remove them here?

@dimas-b dimas-b Jun 17, 2025

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I'm not sure I follow your suggestion, @flyrain . This is not about identifying a particular API spec revision (v1, v2, etc.) but about changes in Polaris server behaviour.

IMHO, adding support for a new API spec version (e.g. v2) is not a major change from the SemVer perspective, because it does not break backward-compatibility. In that regard, Polaris may support several API spec versions in the same release of Polaris.

On the other hand, if Polaris had a bug in implementing the Catalog REST API (for example) such that fixing it introduced a backward incompatible change in behaviour, why would we not do a major Polaris version bump? I think it would make sense. WDYT?

* Configuration
* Public (not internal) properties inside Polaris [Entities](../entities/) that affect Polaris behaviour.
* Runtime [configuration](../configuration/) properties with the `polaris.` name prefix.

**Build-Time Dependencies**

* The `polaris-core` module (`public` classes and interfaces)

**Non-API Modules**

Build-time dependencies other than the `polaris-core` module are considered non-API
and are not subject to tracking in semantic version number changes. Their `public`
Java interfaces may change without notice even in minor releases.