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repmgr/doc/overview.sgml
Ian Barwick 409eb47e2a doc: convert documentation to DocBook XML
This brings the repmgr documentation build system in line with that
used by the main PostgreSQL project, and removed the restriction
that documentation must be built against PostgreSQL 9.6 or earlier.

Main formatting changes are:

 - convert empty-element tags (mainly <xref/>)
 - put <indexterm> sections in the correct location
 - correct usage of various entities.
2019-05-09 16:24:21 +09:00

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<chapter id="overview" xreflabel="Overview">
<title>repmgr overview</title>
<para>
This chapter provides a high-level overview of &repmgr;'s components and
functionality.
</para>
<sect1 id="repmgr-concepts" xreflabel="Concepts">
<title>Concepts</title>
<indexterm>
<primary>concepts</primary>
</indexterm>
<para>
This guide assumes that you are familiar with PostgreSQL administration and
streaming replication concepts. For further details on streaming
replication, see the PostgreSQL documentation section on <ulink
url="https://www.postgresql.org/docs/current/interactive/warm-standby.html#STREAMING-REPLICATION">
streaming replication</ulink>.
</para>
<para>
The following terms are used throughout the &repmgr; documentation.
<variablelist>
<varlistentry>
<term>replication cluster</term>
<listitem>
<simpara>
In the &repmgr; documentation, "replication cluster" refers to the network
of PostgreSQL servers connected by streaming replication.
</simpara>
</listitem>
</varlistentry>
<varlistentry>
<term>node</term>
<listitem>
<simpara>
A node is a single PostgreSQL server within a replication cluster.
</simpara>
</listitem>
</varlistentry>
<varlistentry>
<term>upstream node</term>
<listitem>
<simpara>
The node a standby server connects to, in order to receive streaming replication.
This is either the primary server, or in the case of cascading replication, another
standby.
</simpara>
</listitem>
</varlistentry>
<varlistentry>
<term>failover</term>
<listitem>
<simpara>
This is the action which occurs if a primary server fails and a suitable standby
is promoted as the new primary. The &repmgrd; daemon supports automatic failover
to minimise downtime.
</simpara>
</listitem>
</varlistentry>
<varlistentry>
<term>switchover</term>
<listitem>
<simpara>
In certain circumstances, such as hardware or operating system maintenance,
it's necessary to take a primary server offline; in this case a controlled
switchover is necessary, whereby a suitable standby is promoted and the
existing primary removed from the replication cluster in a controlled manner.
The &repmgr; command line client provides this functionality.
</simpara>
</listitem>
</varlistentry>
<varlistentry>
<term>fencing</term>
<listitem>
<simpara>
In a failover situation, following the promotion of a new standby, it's
essential that the previous primary does not unexpectedly come back on
line, which would result in a split-brain situation. To prevent this,
the failed primary should be isolated from applications, i.e. "fenced off".
</simpara>
</listitem>
</varlistentry>
<varlistentry id="witness-server">
<term>witness server</term>
<listitem>
<para>
&repmgr; provides functionality to set up a so-called "witness server" to
assist in determining a new primary server in a failover situation with more
than one standby. The witness server itself is not part of the replication
cluster, although it does contain a copy of the repmgr metadata schema.
</para>
<para>
The purpose of a witness server is to provide a "casting vote" where servers
in the replication cluster are split over more than one location. In the event
of a loss of connectivity between locations, the presence or absence of
the witness server will decide whether a server at that location is promoted
to primary; this is to prevent a "split-brain" situation where an isolated
location interprets a network outage as a failure of the (remote) primary and
promotes a (local) standby.
</para>
<para>
A witness server only needs to be created if &repmgrd;
is in use.
</para>
</listitem>
</varlistentry>
</variablelist>
</para>
</sect1>
<sect1 id="repmgr-components" xreflabel="Components">
<title>Components</title>
<para>
&repmgr; is a suite of open-source tools to manage replication and failover
within a cluster of PostgreSQL servers. It supports and enhances PostgreSQL's
built-in streaming replication, which provides a single read/write primary server
and one or more read-only standbys containing near-real time copies of the primary
server's database. It provides two main tools:
<variablelist>
<varlistentry>
<term>repmgr</term>
<listitem>
<para>
A command-line tool used to perform administrative tasks such as:
<itemizedlist>
<listitem>
<simpara>setting up standby servers</simpara>
</listitem>
<listitem>
<simpara>promoting a standby server to primary</simpara>
</listitem>
<listitem>
<simpara>switching over primary and standby servers</simpara>
</listitem>
<listitem>
<simpara>displaying the status of servers in the replication cluster</simpara>
</listitem>
</itemizedlist>
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>repmgrd</term>
<listitem>
<para>
A daemon which actively monitors servers in a replication cluster
and performs the following tasks:
<itemizedlist>
<listitem>
<simpara>monitoring and recording replication performance</simpara>
</listitem>
<listitem>
<simpara>performing failover by detecting failure of the primary and
promoting the most suitable standby server
</simpara>
</listitem>
<listitem>
<simpara>provide notifications about events in the cluster to a user-defined
script which can perform tasks such as sending alerts by email</simpara>
</listitem>
</itemizedlist>
</para>
</listitem>
</varlistentry>
</variablelist>
</para>
</sect1>
<sect1 id="repmgr-user-metadata" xreflabel="Repmgr user and metadata">
<title>Repmgr user and metadata</title>
<para>
In order to effectively manage a replication cluster, &repmgr; needs to store
information about the servers in the cluster in a dedicated database schema.
This schema is automatically created by the &repmgr; extension, which is installed
during the first step in initializing a &repmgr;-administered cluster
(<command><link linkend="repmgr-primary-register">repmgr primary register</link></command>)
and contains the following objects:
<variablelist>
<varlistentry>
<term>Tables</term>
<listitem>
<para>
<itemizedlist>
<listitem>
<simpara><literal>repmgr.events</literal>: records events of interest</simpara>
</listitem>
<listitem>
<simpara><literal>repmgr.nodes</literal>: connection and status information for each server in the
replication cluster</simpara>
</listitem>
<listitem>
<simpara><literal>repmgr.monitoring_history</literal>: historical standby monitoring information
written by &repmgrd;</simpara>
</listitem>
</itemizedlist>
</para>
</listitem>
</varlistentry>
<varlistentry>
<term>Views</term>
<listitem>
<para>
<itemizedlist>
<listitem>
<simpara>repmgr.show_nodes: based on the table <literal>repmgr.nodes</literal>, additionally showing the
name of the server's upstream node</simpara>
</listitem>
<listitem>
<simpara>repmgr.replication_status: when &repmgrd;'s monitoring is enabled, shows
current monitoring status for each standby.</simpara>
</listitem>
</itemizedlist>
</para>
</listitem>
</varlistentry>
</variablelist>
</para>
<para>
The &repmgr; metadata schema can be stored in an existing database or in its own
dedicated database. Note that the &repmgr; metadata schema cannot reside on a database
server which is not part of the replication cluster managed by &repmgr;.
</para>
<para>
A database user must be available for &repmgr; to access this database and perform
necessary changes. This user does not need to be a superuser, however some operations
such as initial installation of the &repmgr; extension will require a superuser
connection (this can be specified where required with the command line option
<literal>--superuser</literal>).
</para>
</sect1>
</chapter>