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PolarDB:How to choose between upgrading and scaling out

Last Updated:Mar 30, 2026

PolarDB-X provides two approaches to scaling your cluster: upgrading node specifications and adding nodes. Upgrading specifications is fast and requires no data migration, making it suitable for handling sudden traffic spikes. Adding nodes increases overall capacity but requires data migration, making it better suited for planned, long-term growth.

How it works

Upgrade node specifications

Upgrading node specifications increases the CPU, memory, and IOPS of existing nodes without changing the total node count.

Upgrades are performed in-place on the host where the node runs. For example, to change a node from 4 cores to 8 cores, PolarDB-X checks whether the host has enough idle CPU. If it does, the upgrade completes in-place — no data migration is required. In-place upgrades are fast, especially for data nodes.

If the host does not have enough resources, the node migrates to a different host, which takes longer.

Note

Nodes with low specifications can typically be upgraded in-place. Downgrades are also performed in-place.

Add nodes

Adding nodes scales out the cluster by adding compute nodes or data nodes while keeping existing node specifications unchanged.

When you add nodes, PolarDB-X rebalances data across all nodes, which requires data migration. Migration time is proportional to the amount of data involved.

Warning

Adding or removing nodes triggers data migration. Plan the operation during a maintenance window when business impact is acceptable, and allow enough time for migration to complete before the next traffic peak.

When to use each approach

Situation Recommended approach Reason
Traffic spike or peak hours Upgrade node specifications Fast to apply; no data migration required
Off-peak hours after a spike Downgrade node specifications Reduces cost; done in-place
Planned capacity increase for daily operations and maintenance (O&M) Add nodes Each node stays at lower specifications; burst traffic can still be handled by an in-place upgrade if needed
Disk space is running low Add nodes Upgrading node specifications does not increase disk capacity
Note

Upgrading node specifications does not increase disk capacity. If storage is the bottleneck, add nodes instead.

Metrics to monitor

For online transaction workloads, keep data loads below 30% of the threshold per day. This provides headroom to absorb burst traffic from promotional events or service code issues. Adjust this threshold based on your traffic patterns.

Compute node metrics

  • CPU utilization

  • Number of active threads

  • Response time (RT): logical RT and physical RT

Data node metrics

  • CPU utilization

  • IOPS usage

  • Number of active sessions

Storage threshold

Add nodes before disk space runs out. Scale out when occupied disk space exceeds 70% of total disk capacity.