Add new quickstart guide with annotated examples only.

The other content will become the new README.
This commit is contained in:
Ian Barwick
2015-03-03 19:01:17 +09:00
parent e3b734f177
commit 7ae4434f6e
3 changed files with 215 additions and 133 deletions

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@@ -1,8 +1,12 @@
3.0beta1
Require PostgreSQL 9.3 or later (Ian)
Use `pg_basebackup` by default (instead of `rsync`) to clone standby servers (Ian)
Use `pg_ctl promote` to promote a standby to primary
Use `pg_basebackup` by default (instead of `rsync`) to clone standby servers (Ian)
Use `pg_ctl promote` to promote a standby to primary
Enable tablespace remapping using `pg_basebackup` (in PostgreSQL 9.3 with `rsync`) (Ian)
Support cascaded standbys (Ian)
"pg_bindir" no longer required as a configuration parameter (Ian)
Enable replications to be used (PostgreSQL 9.4 and later (Ian)
Command line option "--check-upstream-config" (Ian)
Code consolidation and cleanup (Ian)
2.0.3 2015-??-??

113
QUICKSTART.md Normal file
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@@ -0,0 +1,113 @@
repmgr quickstart guide
=======================
This quickstart guide provides some annotated examples on basic
`repmgr` setup. It assumes you are familiar with PostgreSQL replication
concepts setup and Linux/UNIX system administration.
For the purposes of this guide, we'll assume the database user will be
`repmgr_usr` and the database will be `repmgr_db`.
Master setup
------------
1. Configure PostgreSQL
- create user and database:
```
CREATE ROLE repmgr_usr LOGIN SUPERUSER;
CREATE DATABASE repmgr_db OWNER repmgr_usr;
```
- configure `postgresql.conf` for replication (see above)
- update `pg_hba.conf`, e.g.:
```
host repmgr_db repmgr_usr 192.168.1.0/24 trust
host replication repmgr_usr 192.168.1.0/24 trust
```
Restart the PostgreSQL server after making these changes.
2. Create the `repmgr` configuration file:
$ cat /path/to/repmgr/node1/repmgr.conf
cluster=test
node=1
node_name=node1
conninfo='host=repmgr_node1 user=repmgr_usr dbname=repmgr_db'
pg_bindir=/path/to/postgres/bin
(For an annotated `repmgr.conf` file, see `repmgr.conf.sample` in the
repository's root directory).
3. Register the master node with `repmgr`:
$ repmgr -f /path/to/repmgr/node1/repmgr.conf --verbose master register
[2015-03-03 17:45:53] [INFO] repmgr connecting to master database
[2015-03-03 17:45:53] [INFO] repmgr connected to master, checking its state
[2015-03-03 17:45:53] [INFO] master register: creating database objects inside the repmgr_test schema
[2015-03-03 17:45:53] [NOTICE] Master node correctly registered for cluster test with id 1 (conninfo: host=localhost user=repmgr_usr dbname=repmgr_db)
Standby setup
-------------
1. Use `repmgr standby clone` to clone a standby from the master:
repmgr -D /path/to/standby/data -d repmgr_db -U repmgr_usr --verbose standby clone 192.168.1.2
[2015-03-03 18:18:21] [NOTICE] No configuration file provided and default file './repmgr.conf' not found - continuing with default values
[2015-03-03 18:18:21] [NOTICE] repmgr Destination directory ' /path/to/standby/data' provided
[2015-03-03 18:18:21] [INFO] repmgr connecting to upstream node
[2015-03-03 18:18:21] [INFO] repmgr connected to upstream node, checking its state
[2015-03-03 18:18:21] [INFO] Successfully connected to upstream node. Current installation size is 27 MB
[2015-03-03 18:18:21] [NOTICE] Starting backup...
[2015-03-03 18:18:21] [INFO] creating directory " /path/to/standby/data"...
[2015-03-03 18:18:21] [INFO] Executing: 'pg_basebackup -l "repmgr base backup" -h localhost -p 9595 -U repmgr_usr -D /path/to/standby/data '
NOTICE: pg_stop_backup complete, all required WAL segments have been archived
[2015-03-03 18:18:23] [NOTICE] repmgr standby clone (using pg_basebackup) complete
[2015-03-03 18:18:23] [NOTICE] HINT: You can now start your postgresql server
[2015-03-03 18:18:23] [NOTICE] for example : pg_ctl -D /path/to/standby/data start
Note that at this point it does not matter if the `repmgr.conf` file is not found.
This will clone the PostgreSQL database files from the master, including its
`postgresql.conf` and `pg_hba.conf` files, and additionally automatically create
the `recovery.conf` file containing the correct parameters to start streaming
from the primary node.
2. Start the PostgreSQL server
3. Create the `repmgr` configuration file:
$ cat /path/node2/repmgr/repmgr.conf
cluster=test
node=2
node_name=node2
conninfo='host=repmgr_node2 user=repmgr_usr dbname=repmgr_db'
pg_bindir=/path/to/postgres/bin
4. Register the standby node with `repmgr`:
$ repmgr -f /path/to/repmgr/node2/repmgr.conf --verbose standby register
[2015-03-03 18:24:34] [NOTICE] Opening configuration file: /path/to/repmgr/node2/repmgr.conf
[2015-03-03 18:24:34] [INFO] repmgr connecting to standby database
[2015-03-03 18:24:34] [INFO] repmgr connecting to master database
[2015-03-03 18:24:34] [INFO] finding node list for cluster 'test'
[2015-03-03 18:24:34] [INFO] checking role of cluster node '1'
[2015-03-03 18:24:34] [INFO] repmgr connected to master, checking its state
[2015-03-03 18:24:34] [INFO] repmgr registering the standby
[2015-03-03 18:24:34] [INFO] repmgr registering the standby complete
[2015-03-03 18:24:34] [NOTICE] Standby node correctly registered for cluster test with id 2 (conninfo: host=localhost user=repmgr_usr dbname=repmgr_db)
This concludes the basic `repmgr` setup of master and standby. The records
created in the `repl_nodes` table should look something like this:
repmgr_db=# SELECT * from repmgr_test.repl_nodes;
id | type | upstream_node_id | cluster | name | conninfo | slot_name | priority | active
----+---------+------------------+---------+-------+-------------------------------------------------+-----------+----------+--------
1 | primary | | test | node1 | host=localhost user=repmgr_usr dbname=repmgr_db | | 0 | t
2 | standby | 1 | test | node2 | host=localhost user=repmgr_usr dbname=repmgr_db | | 0 | t
(2 rows)

227
README.md
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@@ -1,5 +1,5 @@
repmgr: Quickstart guide
========================
repmgr: Replication Manager for PostgreSQL clusters
===================================================
`repmgr` is an open-source tool suite for mananaging replication and failover
among multiple PostgreSQL server nodes. It enhances PostgreSQL's built-in
@@ -7,34 +7,57 @@ hot-standby capabilities with a set of administration tools for monitoring
replication, setting up standby servers and performing failover/switchover
operations.
This quickstart guide assumes you are familiar with PostgreSQL replication
setup and Linux/UNIX system administration. For a more detailed tutorial
covering setup on a variety of different systems, see the README.rst file.
This document assumes you are familiar with PostgreSQL replication setup and
Linux/UNIX system administration.
Repmgr 3 Features
-----------------
`repmgr 3` takes advantage of features introduced in PostgreSQL 9.3 and
later, including timeline following and replication slots, to make setting
up and managing replication smoother and easier. For earlier PostgreSQL
versions please continue use the 2.x branch.
New features in `repmgr 3` include:
* uses pg_basebackup to clone servers
* Supports timeline following, meaning a standby does not have to be
restarted after being promoted to master
* supports cascading replication
* supports tablespace remapping (in PostgreSQL 9.3 via rsync only)
* enables use of replication slots (PostgreSQL 9.4 and later)
* usability improvements, including better logging and error reporting
Conceptual Overview
-------------------
`repmgr` provides two binaries:
- `repmgr`: a command-line client to manage replication and `repmgr` configuration
- `repmgr`: a command-line client to manage replication and `repmgr`
configuration
- `repmgrd`: an optional daemon process which runs on standby nodes to monitor
replication and node status
Each PostgreSQL node requires a `repmgr.conf` configuration file; additionally
it must be "registered" using the `repmgr` command-line client. `repmgr` stores
information about managed nodes in a custom schema on the node's current master
database.
it must be "registered" with the current master node using the `repmgr`
command-line client. `repmgr` stores information about managed nodes in a
custom schema on the node's current master database; see below for details.
Supported Releases
------------------
`repmgr` works with PostgreSQL 9.3 and later. All server nodes must be running
the same PostgreSQL major version, and preferably should be running the same
minor version.
PostgreSQL versions 9.0 ~ 9.2 are supporeted by `repmgr` version 2.
Requirements
------------
`repmgr` works with PostgreSQL 9.0 and later. All server nodes must be running the
same PostgreSQL major version, and preferably should be running the same minor
version.
`repmgr` will work on any Linux or UNIX-like environment capable of running
PostgreSQL. `rsync` must also be installed.
PostgreSQL. `rsync` and password-less SSH connections between servers are
only required if `rsync` is to be used to clone standby servers.
Installation
@@ -63,13 +86,16 @@ Configuration
### Server configuration
Password-less SSH logins must be enabled for the database system user (typically `postgres`)
between all server nodes to enable `repmgr` to copy required files.
By default, `repmgr` uses PostgreSQL's build-in replication protocol
for communicating with remote servers, e.g. when cloning a primary.
However, password-less SSH logins may need to be enable for the database
system user (typically `postgres`) between all server nodes if you
wish `repmgr` to copy configuration files not located in
### PostgreSQL configuration
The master PostgreSQL node needs to be configured for replication with the
following settings:
PostgreSQL node needs to be configured for replication with the following
settings:
wal_level = 'hot_standby' # minimal, archive, hot_standby, or logical
archive_mode = on # allows archiving to be done
@@ -81,19 +107,26 @@ following settings:
Note that `repmgr` expects a default of 5000 wal_keep_segments, although this
value can be overridden when executing the `repmgr` client.
From PostgreSQL 9.4, replication slots are available, which remove the
requirement to retain a fixed number of WAL logfile segments. See
'repmgr configuration' for details.
Additionally, `repmgr` requires a dedicated PostgreSQL superuser account
and a database in which to store monitoring and replication data. The `repmgr`
user account will also be used for replication connections from the standby,
so a seperate replication user with the `REPLICATION` privilege is not required.
so a separate replication user with the `REPLICATION` privilege is not required.
The database can in principle be any database, including the default `postgres`
one, however it's probably advisable to create a dedicated database for `repmgr`
usage.
usage. Both user and database will be created by `repmgr`.
ZZZ possible to create for existing servers?
### repmgr configuration
Each PostgreSQL node requires a `repmgr.conf` configuration file containing
identification and database connection information:
identification and database connection information. This is a sample
minimal configuration:
cluster=test
node=1
@@ -116,118 +149,14 @@ data directory. The configuration file can be specified with the
configuration file is specified, `repmgr` will search for `repmgr.conf`
in the current working directory.
Each node configuration needs to be registered with `repmgr`, either using the
`repmgr` command line tool, or the `repmgrd` daemon; for details see below. Details
about each node are inserted into the `repmgr` database (for details see below).
Each node configuration needs to be registered using the `repmgr` command line
tool; this inserts details about each node into the control database.
Example replication setup
-------------------------
Replication setup and monitoring
--------------------------------
See the QUICKSTART.md file for an annotated example setup.
For the purposes of this guide, we'll assume the database user will be
`repmgr_usr` and the database will be `repmgr_db`, and that the following
environment variables are set on each node:
- $HOME: the PostgreSQL system user's home directory
- $PGDATA: the PostgreSQL data directory
Master setup
------------
1. Configure PostgreSQL
- create user and database:
```
CREATE ROLE repmgr_usr LOGIN SUPERUSER;
CREATE DATABASE repmgr_db OWNER repmgr_usr;
```
- configure `postgresql.conf` for replication (see above)
- update `pg_hba.conf`, e.g.:
```
host repmgr_db repmgr_usr 192.168.1.0/24 trust
host replication repmgr_usr 192.168.1.0/24 trust
```
Restart the PostgreSQL server after making these changes.
2. Create the `repmgr` configuration file:
$ cat $HOME/repmgr/repmgr.conf
cluster=test
node=1
node_name=node1
conninfo='host=repmgr_node1 user=repmgr_usr dbname=repmgr_db'
pg_bindir=/path/to/postgres/bin
(For an annotated `repmgr.conf` file, see `repmgr.conf.sample` in the
repository's root directory).
3. Register the master node with `repmgr`:
$ repmgr -f $HOME/repmgr/repmgr.conf --verbose master register
[2014-07-04 10:43:42] [INFO] repmgr mgr connecting to master database
[2014-07-04 10:43:42] [INFO] repmgr connected to master, checking its state
[2014-07-04 10:43:42] [INFO] master register: creating database objects inside the repmgr_test schema
[2014-07-04 10:43:43] [NOTICE] Master node correctly registered for cluster test with id 1 (conninfo: host=localhost user=repmgr_usr dbname=repmgr_db)
Slave/standby setup
-------------------
1. Use `repmgr` to clone the master:
$ repmgr -D $PGDATA -d repmgr_db -U repmgr_usr -R postgres --verbose standby clone 192.168.1.2
Opening configuration file: ./repmgr.conf
[2014-07-04 10:49:00] [ERROR] Did not find the configuration file './repmgr.conf', continuing
[2014-07-04 10:49:00] [INFO] repmgr connecting to master database
[2014-07-04 10:49:00] [INFO] repmgr connected to master, checking its state
[2014-07-04 10:49:00] [INFO] Successfully connected to primary. Current installation size is 1807 MB
[2014-07-04 10:49:00] [NOTICE] Starting backup...
[2014-07-04 10:49:00] [INFO] creating directory "/path/to/data/"...
(...)
[2014-07-04 10:53:19] [NOTICE] Finishing backup...
NOTICE: pg_stop_backup complete, all required WAL segments have been archived
[2014-07-04 10:53:21] [INFO] repmgr requires primary to keep WAL files 0000000100000000000000AD until at least 0000000100000000000000AD
[2014-07-04 10:53:21] [NOTICE] repmgr standby clone complete
[2014-07-04 10:53:21] [NOTICE] HINT: You can now start your postgresql server
[2014-07-04 10:53:21] [NOTICE] for example : /etc/init.d/postgresql start
-R is the database system user on the master node. At this point it does not matter
if the `repmgr.conf` file is not found.
This will clone the PostgreSQL database files from the master, including its
`postgresql.conf` and `pg_hba.conf` files, and additionally automatically create
the `recovery.conf` file containing the correct parameters to start streaming
from the primary node.
2. Start the PostgreSQL server
3. Create the `repmgr` configuration file:
$ cat $HOME/repmgr/repmgr.conf
cluster=test
node=2
node_name=node2
conninfo='host=repmgr_node2 user=repmgr_usr dbname=repmgr_db'
pg_bindir=/path/to/postgres/bin
4. Register the master node with `repmgr`:
$ repmgr -f $HOME/repmgr/repmgr.conf --verbose standby register
Opening configuration file: /path/to/repmgr/repmgr.conf
[2014-07-04 11:48:13] [INFO] repmgr connecting to standby database
[2014-07-04 11:48:13] [INFO] repmgr connected to standby, checking its state
[2014-07-04 11:48:13] [INFO] repmgr connecting to master database
[2014-07-04 11:48:13] [INFO] finding node list for cluster 'test'
[2014-07-04 11:48:13] [INFO] checking role of cluster node 'host=repmgr_node1 user=repmgr_usr dbname=repmgr_db'
[2014-07-04 11:48:13] [INFO] repmgr connected to master, checking its state
[2014-07-04 11:48:13] [INFO] repmgr registering the standby
[2014-07-04 11:48:13] [INFO] repmgr registering the standby complete
[2014-07-04 11:48:13] [NOTICE] Standby node correctly registered for cluster test with id 2 (conninfo: host=localhost user=repmgr_usr dbname=repmgr_db)
Monitoring
----------
@@ -289,12 +218,48 @@ The schema contains two tables:
* `repl_nodes`
stores information about all registered servers in the cluster
* `repl_monitor`
stores monitoring information about each node
stores monitoring information about each node (generated by `repmgrd`
and one view, `repl_status`, which summarizes the latest monitoring information
for each node.
Support and Assistance
----------------------
2ndQuadrant provides 24x7 production support for repmgr, including
configuration assistance, installation verification and training for
running a robust replication cluster.
There is a mailing list/forum to discuss contributions or issues
http://groups.google.com/group/repmgr
#repmgr is registered in freenode IRC
Further information is available at http://www.repmgr.org/
We'd love to hear from you about how you use repmgr. Case studies and
news are always welcome. Send us an email at info@2ndQuadrant.com, or
send a postcard to
repmgr
c/o 2ndQuadrant
7200 The Quorum
Oxford Business Park North
Oxford
OX4 2JZ
United Kingdom
Thanks from the repmgr core team.
Ian Barwick
Jaime Casanova
Abhijit Menon-Sen
Simon Riggs
Cedric Villemain
Further reading
---------------