Update QUICKSTART.md

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Ian Barwick
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repmgr: Quickstart guide
========================
repmgr is an open-source tool suite for mananaging replication and failover
`repmgr` is an open-source tool suite for mananaging replication and failover
among multiple PostgreSQL server nodes. It enhances PostgreSQL's built-in
hot-standby capabilities with a set of administration tools for monitoring
replication, setting up standby servers and performing failover/switchover
@@ -14,14 +14,14 @@ covering setup on a variety of different systems, see the README.rst file.
Conceptual Overview
-------------------
repmgr provides two binaries:
`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 configuration file; additionally
it must be "registered" using the repmgr command-line client. repmgr stores
Each PostgreSQL node requires a `repmgr` 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.
@@ -29,33 +29,33 @@ database.
Requirements
------------
repmgr works with PostgreSQL 9.0 and later. All server nodes must be running the
`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.
`repmgr` will work on any Linux or UNIX-like environment capable of running
PostgreSQL. `rsync` must also be installed.
Installation
------------
repmgr must be installed on each PostgreSQL server node.
`repmgr` must be installed on each PostgreSQL server node.
* Packages
- RPM packages for RedHat-based distributions are available from PGDG
- Debian/Ubuntu provide .deb packages.
It is also possible to build .deb packages directly from the repmgr source;
It is also possible to build .deb packages directly from the `repmgr` source;
see README.rst for further details.
* Source installation
- repmgr source code is hosted at github (https://github.com/2ndQuadrant/repmgr
- `repmgr` source code is hosted at github (https://github.com/2ndQuadrant/repmgr);
tar.gz files can be downloaded from https://github.com/2ndQuadrant/repmgr/releases .
repmgr can be built easily using PGXS:
`repmgr` can be built easily using PGXS:
sudo make USE_PGXS=1 install
sudo make USE_PGXS=1 install
Configuration
@@ -64,42 +64,42 @@ 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.
between all server nodes to enable `repmgr` to copy required files.
### PostgreSQL configuration
The master 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
archive_command = 'cd .' # command to use to archive a logfile segment
max_wal_senders = 10 # max number of walsender processes
wal_keep_segments = 5000 # in logfile segments, 16MB each; 0 disables
hot_standby = on # "on" allows queries during recovery
wal_level = 'hot_standby' # minimal, archive, hot_standby, or logical
archive_mode = on # allows archiving to be done
archive_command = 'cd .' # command to use to archive a logfile segment
max_wal_senders = 10 # max number of walsender processes
wal_keep_segments = 5000 # in logfile segments, 16MB each; 0 disables
hot_standby = on # "on" allows queries during recovery
Note that repmgr expects a default of 5000 wal_keep_segments, although this
Note that `repmgr` expects a default of 5000 wal_keep_segments, although this
value can be overridden when executing the `repmgr` client.
Additionally, repmgr requires a dedicated PostgreSQL superuser account
and a database in which to store monitoring and replication data. The repmgr
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.
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
one, however it's probably advisable to create a dedicated database for `repmgr`
usage.
### repmgr configuration
Each PostgreSQL node requires a repmgr configuration file containing
Each PostgreSQL node requires a `repmgr` configuration file containing
identification and database connection information:
cluster=test
node=1
node_name=node1
conninfo='host=repmgr_node1 user=repmgr_usr dbname=repmgr_db'
pg_bindir=/path/to/postgres/bin
cluster=test
node=1
node_name=node1
conninfo='host=repmgr_node1 user=repmgr_usr dbname=repmgr_db'
pg_bindir=/path/to/postgres/bin
* `cluster`: common name for the replication cluster; this must be the same on all nodes
* `node`: a unique, abitrary integer identifier
@@ -110,12 +110,12 @@ identification and database connection information:
resolvable by all nodes on the cluster.
* `pg_bindir`: (optional) location of PostgreSQL binaries, if not in the default $PATH
Note that the configuration file should not be stored inside the PostgreSQL
Note that the configuration file should *not* be stored inside the PostgreSQL
data 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 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).
Replication setup and monitoring
@@ -141,9 +141,9 @@ Master setup
CREATE DATABASE repmgr_db OWNER repmgr_usr;
```
- configure postgresql.conf for replication (see above)
- configure `postgresql.conf` for replication (see above)
- update pg_hba.conf, e.g.:
- update `pg_hba.conf`, e.g.:
```
host repmgr_db repmgr_usr 192.168.1.0/24 trust
@@ -151,45 +151,47 @@ Master setup
```
Restart the PostgreSQL server after making these changes.
2. Create the `repmgr` configuration file:
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
$ 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:
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)
$ 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:
1. Use `repmgr` to clone the master:
$ repmgr -f $HOME/repmgr/repmgr.conf -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
$ 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.
@@ -201,28 +203,28 @@ Slave/standby setup
2. Start the PostgreSQL server
3. Create the repmgr configuration file:
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
$ 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:
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)
$ 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
----------
@@ -259,8 +261,8 @@ To promote a standby to master, on the standby execute e.g.:
repmgr -f $HOME/repmgr/repmgr.conf --verbose standby promote
repmgr will attempt to connect to the current master to verify that it
is not available (if it is, repmgr will not promote the standby).
`repmgr` will attempt to connect to the current master to verify that it
is not available (if it is, `repmgr` will not promote the standby).
Other standby servers need to be told to follow the new master with:
@@ -273,7 +275,7 @@ automated failover.
repmgr database schema
----------------------
repmgr creates a small schema for its own use in the database specified in
`repmgr` creates a small schema for its own use in the database specified in
each node's conninfo configuration parameter. This database can in principle
be any database. The schema name is the global `cluster` name prefixed
with `repmgr_`, so for the example setup above the schema name is
@@ -290,3 +292,10 @@ and one view, `repl_status`, which summarizes the latest monitoring information
for each node.
Further reading
---------------
* http://blog.2ndquadrant.com/announcing-repmgr-2-0/
* http://blog.2ndquadrant.com/managing-useful-clusters-repmgr/
* http://blog.2ndquadrant.com/easier_postgresql_90_clusters/