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doc/repmgr-standby-clone.sgml
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doc/repmgr-standby-clone.sgml
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<chapter id="repmgr-standby-clone" xreflabel="repmgr standby clone">
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<indexterm>
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<primary>repmgr standby clone</primary>
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<seealso>cloning</seealso>
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</indexterm>
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<title>repmgr standby clone</title>
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<para>
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<command>repmgr standby clone</command> clones a PostgreSQL node from another
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PostgreSQL node, typically the primary, but optionally from any other node in
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the cluster or from Barman. It creates the <filename>recovery.conf</filename> file required
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to attach the cloned node to the primary node (or another standby, if cascading replication
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is in use).
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</para>
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<note>
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<simpara>
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<command>repmgr standby clone</command> does not start the standby, and after cloning
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<command>repmgr standby register</command> must be executed to notify &repmgr; of its presence.
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</simpara>
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</note>
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<sect1 id="repmgr-standby-clone-config-file-copying" xreflabel="Copying configuration files">
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<title>Handling configuration files</title>
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<para>
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Note that by default, all configuration files in the source node's data
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directory will be copied to the cloned node. Typically these will be
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<filename>postgresql.conf</filename>, <filename>postgresql.auto.conf</filename>,
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<filename>pg_hba.conf</filename> and <filename>pg_ident.conf</filename>.
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These may require modification before the standby is started.
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</para>
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<para>
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In some cases (e.g. on Debian or Ubuntu Linux installations), PostgreSQL's
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configuration files are located outside of the data directory and will
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not be copied by default. &repmgr; can copy these files, either to the same
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location on the standby server (provided appropriate directory and file permissions
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are available), or into the standby's data directory. This requires passwordless
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SSH access to the primary server. Add the option <literal>--copy-external-config-files</literal>
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to the <command>repmgr standby clone</command> command; by default files will be copied to
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the same path as on the upstream server. Note that the user executing <command>repmgr</command>
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must have write access to those directories.
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</para>
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<para>
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To have the configuration files placed in the standby's data directory, specify
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<literal>--copy-external-config-files=pgdata</literal>, but note that
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any include directives in the copied files may need to be updated.
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</para>
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<tip>
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<simpara>
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For reliable configuration file management we recommend using a
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configuration management tool such as Ansible, Chef, Puppet or Salt.
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</simpara>
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</tip>
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</sect1>
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<sect1 id="repmgr-standby-clone-wal-management" xreflabel="Managing WAL during the cloning process">
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<title>Managing WAL during the cloning process</title>
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<para>
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When initially cloning a standby, you will need to ensure
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that all required WAL files remain available while the cloning is taking
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place. To ensure this happens when using the default `pg_basebackup` method,
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&repmgr; will set <command>pg_basebackup</command>'s <literal>--xlog-method</literal>
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parameter to <literal>stream</literal>,
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which will ensure all WAL files generated during the cloning process are
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streamed in parallel with the main backup. Note that this requires two
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replication connections to be available (&repmgr; will verify sufficient
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connections are available before attempting to clone, and this can be checked
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before performing the clone using the <literal>--dry-run</literal> option).
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</para>
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<para>
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To override this behaviour, in <filename>repmgr.conf</filename> set
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<command>pg_basebackup</command>'s <literal>--xlog-method</literal>
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parameter to <literal>fetch</literal>:
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<programlisting>
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pg_basebackup_options='--xlog-method=fetch'</programlisting>
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and ensure that <literal>wal_keep_segments</literal> is set to an appropriately high value.
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See the <ulink url="https://www.postgresql.org/docs/current/static/app-pgbasebackup.html">
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pg_basebackup</ulink> documentation for details.
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</para>
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<note>
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<simpara>
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From PostgreSQL 10, <command>pg_basebackup</command>'s
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<literal>--xlog-method</literal> parameter has been renamed to
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<literal>--wal-method</literal>.
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</simpara>
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</note>
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</sect1>
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</chapter>
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