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repmgr/QUICKSTART.md
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repmgr: Quickstart guide
========================
`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
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.
Conceptual Overview
-------------------
`repmgr` provides two binaries:
- `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
information about managed nodes in a custom schema on the node's current master
database.
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.
Installation
------------
`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;
see README.rst for further details.
* Source installation
- `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:
sudo make USE_PGXS=1 install
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.
### 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
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`
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`
usage.
### repmgr configuration
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`: common name for the replication cluster; this must be the same on all nodes
* `node`: a unique, abitrary integer identifier
* `name`: a unique, human-readable name
* `conninfo`: a standard conninfo string enabling repmgr to connect to the
control database; user and name must be the same on all nodes, while other
parameters such as port may differ. The `host` parameter *must* be a hostname
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
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).
Replication setup and monitoring
--------------------------------
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
----------
`repmgrd` is a management and monitoring daemon which runs on standby nodes
and which and can automate remote actions. It can be started simply with e.g.:
repmgrd -f $HOME/repmgr/repmgr.conf --verbose > $HOME/repmgr/repmgr.log 2>&1
or alternatively:
repmgrd -f $HOME/repmgr/repmgr.conf --verbose --monitoring-history > $HOME/repmgr/repmgrd.log 2>&1
which will track advance or lag of the replication in every standby in the
`repl_monitor` table.
Example log output:
[2014-07-04 11:55:17] [INFO] repmgrd Connecting to database 'host=localhost user=repmgr_usr dbname=repmgr_db'
[2014-07-04 11:55:17] [INFO] repmgrd Connected to database, checking its state
[2014-07-04 11:55:17] [INFO] repmgrd Connecting to primary for cluster 'test'
[2014-07-04 11:55:17] [INFO] finding node list for cluster 'test'
[2014-07-04 11:55:17] [INFO] checking role of cluster node 'host=repmgr_node1 user=repmgr_usr dbname=repmgr_db'
[2014-07-04 11:55:17] [INFO] repmgrd Checking cluster configuration with schema 'repmgr_test'
[2014-07-04 11:55:17] [INFO] repmgrd Checking node 2 in cluster 'test'
[2014-07-04 11:55:17] [INFO] Reloading configuration file and updating repmgr tables
[2014-07-04 11:55:17] [INFO] repmgrd Starting continuous standby node monitoring
Failover
--------
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).
Other standby servers need to be told to follow the new master with:
repmgr -f $HOME/repmgr/repmgr.conf --verbose standby follow
See file `autofailover_quick_setup.rst` for details on setting up
automated failover.
repmgr database schema
----------------------
`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
`repmgr_test`.
The schema contains two tables:
* `repl_nodes`
stores information about all registered servers in the cluster
* `repl_monitor`
stores monitoring information about each node
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/