How to Cache Content in NGINX Webserver

Thank to: https://www.tecmint.com/cache-content-with-nginx/

NGINX being a consolidated open-source, high-performance web server that speeds up content and application delivery, enhances security, and improve scalability. One of the most common use cases of Nginx is a Content Caching, which is the most effective way to boost the performance of a website.

You can use NGINX to accelerate local origin servers by configuring it to cache responses from upstream servers and also to create edge servers for content delivery networks (CDNs). NGINX powers some of the largest CDNs.

When configured as a cache, NGINX will:

cache static and dynamic content.
improve dynamic content performance with micro-caching.
serve stale content while revalidating in the background for better performance.
override or set Cache-Control headers, and more.

In this article, you will learn how to configure NGINX as a Content Caching in Linux to make your web servers run as efficiently as possible.

Cache Static Content on Nginx

Static content is content of a website that remains the same (does not change) across pages. Examples of static content include files such as images, videos, documents; CSS files, and JavaScript files.

If your website makes use of a lot of static content, then you can optimize its performance by enabling client-side caching where the browser stores copies of static content for faster access.

The following sample configuration is a good go, just replace www.example.com with the URL of your website name and make modifications to other pathnames as appropriate.

server {
    # substitute your web server's URL for www.example.com
    server_name www.example.com;
    root /var/www/example.com/htdocs;
    index index.php;

    access_log /var/log/nginx/example.com.access.log;
    error_log /var/log/nginx/example.com.error.log;

    location / {
        try_files $uri $uri/ /index.php?$args;
    }

    location ~ .php$ {
        try_files $uri =404;
        include fastcgi_params;
        # substitute the socket, or address and port, of your WordPress server
        fastcgi_pass unix:/var/run/php5-fpm.sock;
        #fastcgi_pass 127.0.0.1:9000;
 	}   

    location ~* .(ogg|ogv|svg|svgz|eot|otf|woff|mp4|ttf|css|rss|atom|js|jpg
                  |jpeg|gif|png|ico|zip|tgz|gz|rar|bz2|doc|xls|exe|ppt|tar|mid
                  |midi|wav|bmp|rtf)$ {
        expires max;
        log_not_found off;
        access_log off;
    }
}

Cache Dynamic Content on Nginx

NGINX uses a persistent disk-based cache located somewhere in the local file system. So start by creating the local disk directory for storing cached content.
# mkdir -p /var/cache/nginx

Next, set the appropriate ownership on the cache directory. It should be owned by the NGINX user (nginx) and group (nginx) as follows.

# chown nginx:nginx /var/cache/nginx

Now proceed further to see how to enable dynamic content on Nginx in the below section.

Enabling FastCGI Cache in NGINX

FastCGI (or FCGI) is a widely-used protocol for interfacing interactive applications such as PHP with web servers such as NGINX. It is an extension of the CGI (Common Gateway Interface).

The main advantage of FCGI is that it manages multiple CGI requests in a single process. Without it, the webserver has to open a new process (that has to be controlled, process a request, and get closed) for every client request for a service.

To process PHP scripts in a LEMP stack deployment, NGINX uses FPM (FastCGI Process Manager) or PHP-FPM, a popular alternative PHP FastCGI implementation. Once the PHP-FPM process is running, NGINX is configured to proxy requests to it for processing. Thus NGINX can also be configured to cache responses from the PHP-FPM backend application server.

Under NGINX, the FastCGI content cache is declared using a directive called fastcgi_cache_path in the top-level http{} context, within the NGINX configuration structure. You can also add the fastcgi_cache_key which defines a key (request identifier) for caching.

Besides, to read the upstream cache status, add the add_header X-Cache-Status directive within the http{} context – this is useful for debugging purposes.

Assuming your site’s server block configuration file is located at /etc/nginx/conf.d/testapp.conf or /etc/nginx/sites-available/testapp.conf (under Ubuntu and its derivatives), open the file of editing and add the following lines at the top of the file.

fastcgi_cache_path /var/cache/nginx levels=1:2 keys_zone=CACHEZONE:10m; inactive=60m max_size=40m;
fastcgi_cache_key "$scheme$request_method$host$request_uri";
add_header X-Cache $upstream_cache_status;

The fastcgi_cache_path directive specifies the number of parameters which are:

/var/cache/nginx – the path to the local disk directory for the cache.
levels – defines the hierarchy levels of a cache, it sets up a two-level directory hierarchy under /var/cache/nginx.
keys_zone (name:size) – enables the creation of a shared memory zone where all active keys and information about data (meta) are stored. Note that storing the keys in memory speeds up the checking process, by making it easier for NGINX to determine whether its a MISS or HIT, without checking the status on disk.
inactive – specifies the amount of time after which cached data that are not accessed during the time specified get deleted from the cache regardless of their freshness. A value of 60m in our example configuration means files not accessed after 60 will get removed from the cache.
max_size – specifies the maximum size of the cache. There are more parameters you can use here (read the NGINX documentation for more information).

The variables in the fastcgi_cache_key directive is described below.

NGINX uses them in calculating the key (identifier) of a request. Importantly, to send a cached response to the client, the request must have the same key as a cached response.

$scheme – request scheme, HTTP or HTTPS.
$request_method – request method, usually “GET” or “POST”.
$host – this can be hostname from the request line, or hostname from the “Host” request header field, or the server name matching a request, in the order of precedence.
$request_uri – means the full original request URI (with arguments).

Also, the $upstream_cache_status variable in the add_header X-Cache-Status directive is calculated for each request that NGINX responds to, whether it is a MISS (response not found in the cache, got from application server) or a HIT (response served from cache) or any of the other supported values.

Next, within the location directive which passes PHP requests to PHP-FPM, uses the fastcgi_cache directives to activate the cache you have just defined above.

Also set caching time for different responses using the fastcgi_cache_valid directive as shown.

fastcgi_cache CACHEZONE;
fastcgi_cache_valid  60m;

If only caching time is specified as in our case, only 200, 301, and 302 responses are cached. But you can also specify the responses explicitly or use any (for any response code):

fastcgi_cache CACHEZONE;
fastcgi_cache_valid 200  301 203 60m;
fastcgi_cache_valid 404 10m;
OR
fastcgi_cache CACHEZONE;
fastcgi_cache_valid  any 10m;

Fine-Tuning FastCGI Caching Performance on Nginx

To set the minimum number of times a request with the same key must be made before the response is cached, include the fastcgi_cache_min_uses directive, either in the http{} or server{} or location{} context.

fastcgi_cache_min_uses  3

To enable re-validation of expired cache items using conditional requests with the “If-Modified-Since” and “If-None-Match” header fields, add the fastcgi_cache_revalidate directive, within the http{} or server{} or location{} context.

fastcgi_cache_revalidate on;

You can also instruct NGINX to deliver cached content when the origin server or FCGI server is down, using the proxy_cache_use_stale directive, within the location directive.

This sample configuration means that when NGINX receives an error, timeout, and any of the specified errors from the upstream server and has a stale version of the requested file in the cached content, it delivers the stale file.

proxy_cache_use_stale error timeout http_500;

Another useful directive to fine-tune FCGI caching performance is fastcgi_cache_background_update which works in conjunction with the proxy_cache_use_stale directive. When set to on, it instructs NGINX to serve stale content when clients request for a file that is expired or is in the process of being updated from the upstream server.

fastcgi_cache_background_update on;

The fastcgi_cache_lock is useful too, for cache performance fine-tuning in that if multiple clients request for the same content that is not in the cache, NGINX will forward only the first request to the upstream server, cache the response then serve the other client requests from the cache.

fastcgi_cache_lock on;

After making all the above changes in the NGINX configuration file, save and close it. Then check the configuration structure for any syntax errors before restarting the NGINX service.

# nginx -t
# systemctl restart nginx

Next, test if the cache is functioning properly, try to access your web application or site from using the following curl command (the first time should indicate a MISS, but subsequent requests should indicate a HIT as shown in the screenshot).

# curl -I http://testapp.tecmint.com

Here is another screenshot showing NGINX serving stale data.

Adding Exceptions to Bypass Cache

It is possible to set conditions under which NGINX should not send cached responses to clients, using the fastcgi_cache_bypass directive. And to instruct NGINX not to cache responses from the upstream server at all, use the fastcgi_no_cache.

For example, if you want POST requests and URLs with a query string to always go to PHP. First, declare an if statement to set the condition as follows.

set $skip_cache 0; 
if ($request_method = POST) { 
	set $skip_cache 1; 
}

Then activate the above exception in the location directive which passes PHP requests to PHP-FPM, using the fastcgi_cache_bypass and fastcgi_no_cache directives.

 
fastcgi_cache_bypass $skip_cache; 
fastcgi_no_cache $skip_cache;

There are many other parts of your site for which you may not want to enable content caching. The following is an example NGINX configuration for improving the performance of a WordPress site, provided on the nginx.com blog.

To use it, make changes (such as the domain, paths, filenames, etc.) to reflect what exists in your environment.

fastcgi_cache_path /var/run/NGINX-cache levels=1:2 keys_zone=WORDPRESS:100m inactive=60m; 
fastcgi_cache_key "$scheme$request_method$host$request_uri"; 
server { 
	server_name example.com www.example.com; 
	root /var/www/example.com; 
	index index.php; 
	access_log /var/log/NGINX/example.com.access.log; 
	error_log /var/log/NGINX/example.com.error.log; 
	set $skip_cache 0; 
	# POST requests and URLs with a query string should always go to PHP 	
	if ($request_method = POST) { 
		set $skip_cache 1; 
	} 
	if ($query_string != "") {
		set $skip_cache 1; 
	} 
	# Don't cache URIs containing the following segments 
	if ($request_uri ~* "/wp-admin/|/xmlrpc.php|wp-.*.php|/feed/|index.php |sitemap(_index)?.xml") { 
		set $skip_cache 1; 
	} 
	# Don't use the cache for logged-in users or recent commenters 
	if ($http_cookie ~* "comment_author|wordpress_[a-f0-9]+|wp-postpass |wordpress_no_cache|wordpress_logged_in") {
		set $skip_cache 1; 
	} 
	location / { 
		try_files $uri $uri/ /index.php?$args; 
	} 
	location ~ .php$ { 
		try_files $uri /index.php; 
		include fastcgi_params; 
		fastcgi_pass unix:/var/run/php5-fpm.sock; 
		fastcgi_cache_bypass $skip_cache; 
		fastcgi_no_cache $skip_cache; 
		fastcgi_cache WORDPRESS; 
		fastcgi_cache_valid 60m; 
	} 
	location ~ /purge(/.*) {
		fastcgi_cache_purge WORDPRESS "$scheme$request_method$host$1"; 
	} 
	location ~* ^.+.(ogg|ogv|svg|svgz|eot|otf|woff|mp4|ttf|css|rss|atom|js|jpg|jpeg |gif|png|ico|zip|tgz|gz|rar|bz2|doc|xls|exe|ppt|tar|mid|midi |wav|bmp|rtf)$ { 
		access_log off; 
		log_not_found off; 
		expires max; 
	} 
	location = /robots.txt { 
		access_log off; 
		log_not_found off; 
	}
	location ~ /. { 
		deny all; 
		access_log off; 
		log_not_found off; 
	} 
}

Enabling Proxy Cache in NGINX

NGINX also supports the caching of responses from other proxied servers (defined by the proxy_pass directive). For this test case, we are using NGINX as a reverse proxy for a Node.js web application, so we will enable NGINX as a cache for the Node.js application. All the configuration directives used here have similar meanings as the FastCGI directives in the previous section, so we will not explain them again.

To enable caching of responses from a proxied server, include the proxy_cache_path directive in the top-level http{} context. To specify how requests are cached, you can also add the proxy_cache_key directive as follows.

proxy_cache_path /var/cache/nginx app1 keys_zone=PROXYCACHE:100m inactive=60m max_size=500m;
proxy_cache_key  "$scheme$request_method$host$request_uri";
add_header X-Cache-Status $upstream_cache_status;
proxy_cache_min_uses 3;

Next, activate the cache in the location directive.

location / {
	proxy_pass http://127.0.0.1:3000;
	proxy_cache        PROXYCACHE;
	proxy_cache_valid 200 302 10m;
	proxy_cache_valid 404      1m;
}

To define conditions under which NGINX does not send cached content and does not cache a response at all from the upstream server, include the proxy_cache_bypass and proxy_no_cache.

 
proxy_cache_bypass  $cookie_nocache $arg_nocache$arg_comment;
proxy_no_cache        $http_pragma $http_authorization;

Fine-Tuning Proxy Cache Performance

The following directives are useful for fine-tuning the performance of the proxy cache. They also have the same meanings as the FastCGI directives.

proxy_cache_min_uses 3;
proxy_cache_revalidate on;
proxy_cache_use_stale error timeout updating http_500;
proxy_cache_background_update on;
proxy_cache_lock on;

For more information and caching configuration directives, see the documentation for the two main modules ngx_http_fastcgi_module and ngx_http_proxy_module.

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