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shellmayr committed Nov 26, 2024
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Expand Up @@ -18,12 +18,12 @@ At the core of Dynamic Sampling there is the concept of **fidelity**, which tran
### Dynamic Sampling Modes
There are two available modes to govern the target sample rates for Dynamic Sampling. The definition of both the mode and the target sample rates are implemented using the organization options `sentry:sampling_mode` and `sentry:target_sample_rate` as well as the project option `sentry:target_sample_rate`.

- **Automatic mode** dynamically manages the target sample rate for each project based on the target sample rate for the organization, prioritizing lower volume projects to increase visibility. Automatic mode is active if the organization option `sentry:sampling_mode` is set to `organization`. The target sample rate for the organization is stored in the **organization** option `sentry:target_sample_rate`, and project target sample rates are calculated based on the organization target sample rate.
- **Manual mode** allows the user to set static target sample rates on a per-project basis that serve as the baseline sample rate before applying the dynamic biases outlined below. Target sample rates are not adjusted by the system. Manual mode is active if the organization option `sentry:sampling_mode` is set to `project`. The target sample rates for projects are stored in the **project** option `sentry:target_sample_rate`.
- **Automatic Mode** dynamically manages the target sample rate for each project based on the target sample rate for the organization, prioritizing lower volume projects to increase visibility. Automatic Mode is active if the organization option `sentry:sampling_mode` is set to `organization`. The target sample rate for the organization is stored in the **organization** option `sentry:target_sample_rate`, and project target sample rates are calculated based on the organization target sample rate.
- **Manual Mode** allows the user to set static target sample rates on a per-project basis that serve as the baseline sample rate before applying the dynamic biases outlined below. Target sample rates are not adjusted by the system. Manual Mode is active if the organization option `sentry:sampling_mode` is set to `project`. The target sample rates for projects are stored in the **project** option `sentry:target_sample_rate`.

All functionality defaults to Automatic Mode if the option `sentry:sampling_mode` is not set, and all target sample rates default to 1 if the option `sentry:target_sample_rate` is not set.

When the user switches between modes, target sample rates are preserved unless changed explicitly. For example, if the user switches from Automatic Mode to Manual Mode, the current target sample rate for the organization is preserved by setting the project options `project:target_sample_rate` to the project target sample rates calculated during automatic mode. Conversely, if the user switches from Manual Mode to Automatic Mode, the project target sample rates are recalculated based on the overall organization target sample rate.
When the user switches between modes, target sample rates are transferred unless changed explicitly. For example, if the user switches from Automatic Mode to Manual Mode, the sample rates calculated during Automatic Mode are persisted in the project option `sentry:target_sample_rate`. Conversely, if the user switches from Manual Mode to Automatic Mode, the project target sample rates are recalculated based on the overall organization target sample rate.

The [sample rates are periodically recalibrated](https://github.com/getsentry/sentry/blob/9b98be6b97323a78809a829e06dcbef26a16365c/src/sentry/dynamic_sampling/rules/biases/recalibration_bias.py#L11-L44) to ensure that the overall target sample rate is met. This recalibration is done on a project level or organization level, depending on the dynamic sampling mode. Within the target sample rate, Dynamic Sampling **biases towards more meaningful data**. This is achieved by constantly updating and communicating special rules to Relay, via a project configuration, which then applies targeted sampling to every event.

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