Search and Folder Issues

Incident Report for Help Scout

Postmortem

What Happened

Starting around 3:55PM EST on December 20th, we started to investigate reports of folder views, Workflows, tags, search results, and reporting drill downs failing to update in a timely manner.

After investigation, we found that the root cause of the delayed updates was due to our search indexer losing connection to our message queueing service. Both components are needed to continuously process conversation updates. The connection between the indexer and the message queuing service ultimately failed due to faulty queue policy that was applied manually, rather than applied through automated channels, which is our standard process.

In most cases, we’d expect to see various alerts when something like this happens. Regretfully, this was a strange edge case that didn't generate any of the alerts that we’d typically encounter when there’s an issue with the search indexer.

In order to resolve the root issue, we needed to stop, start, and rebuild services to stabilize the indexer. Once the queue policy was addressed and connections restored, all services returned to normal.

Customer Impact

We identified a specific time period between 2:40PM EST and 5:00PM EST where conversation updates and events were not processed as they should have been, due to the lack of connection between the indexer and the message queuing service. For example, during this time period:

  • New conversations, or conversations that were replied to and set to Closed did not appear in the Closed folder. Those same conversations were also missing from search results, as well as reporting drill down modals.
  • Newly created tags were missing from the Tags management page.
  • Workflows that were supposed to fire did not fire, as the data needed to trigger matching workflows wasn’t available, due to the lack of connection to the search indexer.

No data was lost during this event. With the exception of Workflow-based emails, which were a bit delayed, all inbound and outbound messages were sent and delivered.

Recovery

After services were stabilized, we started to re-queue all messages and events that took place between 2:40PM EST and 5:00PM EST. In most cases, we’d expect this sort of recovery to take a few hours.

However, due to the amount of data we needed to work through, and due to additional load placed on the indexer from a separate service we had running at the time, the re-queue process took longer than expected. As of 4:00AM EST on Friday December 22nd, the re-queue process was complete.

Changes We’re Making

Although we don’t expect to see a similar issue arise again, we’re working to identify any gaps in our monitoring and alerting services so that we’ll be able to catch a similar event a bit faster. We’re also going to change the way we handle policy updates behind the scenes, so that they do not affect the search and indexing services that are currently running.

We do everything we can do avoid these moments, and we’re sorry that this caused so much trouble and confusion.

Posted Dec 22, 2017 - 14:29 EST

Resolved

We're starting the re-queue process for all customer accounts, for all conversation updates that took place between 2:40PM EST and 5:00PM EST. Over the next few hours, you'll start to see your Closed folder, search results, and reporting drill downs populate with conversation updates from earlier in the day. Additionally, workflows that did not fire right away due to the search delay will fire soon, just a bit later than we'd like. Tags are the final piece of the puzzle. If you visit the Tags management page, and you're not seeing newly created tags, those tags will populate once the data backlog has cleared.

Again, to be clear, no data was lost during this event. All customer emails were sent and delivered, except for delayed Workflow emails, as mentioned above. There's nothing you need to do in Help Scout (or outside of Help Scout) during the re-queue process. You can keep working as usual! We're very sorry for the trouble this caused today.

We've already made some quick changes to prevent this from happening again, but we'll publish a post-mortem in the next 24 hours with details as to what happened, and why.
Posted Dec 20, 2017 - 18:40 EST

Monitoring

Search services are stable. New events and conversation updates are processing as they should be. However, updates from earlier in the day still need to be addressed. We're getting a handle on the size of the data backlog we need to re-queue. Depending on how much data we're working with, it could be a few hours before all updates from earlier in the day have posted through to your account. This means that you might see a large gap between timestamps (for conversation updates) in your folder views. Thanks for hanging with us while we get this sorted. We'll continue to post updates as we have them.
Posted Dec 20, 2017 - 18:03 EST

Update

We're still in a holding pattern trying to get all search services stabilized. As soon as that happens and we have a moment to recover, we'll start the re-queue process.
Posted Dec 20, 2017 - 17:43 EST

Update

Here's the scoop: Our search services are stabilizing, but we'll need to re-queue messages from the last few hours. We're not ready to kick off the re-queue process yet, but when we do, your folders will rapidly update with anything that's been "missing" for awhile. You'll also start to see updated and accurate search results, and reporting drill downs. Workflows that haven't fired just yet will also kick in. If you have a workflow that's sending an email to customers, that message will go out as soon as the workflow runs. No data has been lost during this event, it's just hiding for a bit longer. We'll let you know when we start the re-queue process.
Posted Dec 20, 2017 - 17:27 EST

Update

We're making progress. It's going to be a bit longer before we're in the clear. It's worth mentioning that all emails sent out from Help Scout during this time are still being sent and delivered, but your folders (Closed, Workflow folders) and search results won't show new updates just yet.
Posted Dec 20, 2017 - 17:06 EST

Identified

No definitive news just yet, but we've identified the root issue, and we're working to get things back on track.
Posted Dec 20, 2017 - 16:43 EST

Investigating

We're currently working through a few issues with our search indexers. Folder views may be very slow to update, or not update at all until we're in the clear. In-app search, as well as reporting drill downs are also affected. We'll update here as we have more information.
Posted Dec 20, 2017 - 16:11 EST