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By setting --waldir in "pg_basebackup_options", standbys cloned using pg_basebackup would have their WAL directory set to the specified location and symlinked from the data directory. This commit causes repmgr to honour that setting even when cloning from Barman.
439 lines
15 KiB
XML
439 lines
15 KiB
XML
<refentry id="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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<refmeta>
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<refentrytitle>repmgr standby clone</refentrytitle>
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</refmeta>
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<refnamediv>
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<refname>repmgr standby clone</refname>
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<refpurpose>clone a PostgreSQL standby node from another PostgreSQL node</refpurpose>
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</refnamediv>
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<refsect1>
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<title>Description</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 replication configuration 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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a standby, the command <command>repmgr standby register</command> must be executed to
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notify &repmgr; of its existence.
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</simpara>
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</note>
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</refsect1>
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<refsect1 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 <option>--copy-external-config-files</option>
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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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<note>
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<para>
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When executing <command>repmgr standby clone</command> with the
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<option>--copy-external-config-files</option> aand <option>--dry-run</option>
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options, &repmgr; will check the SSH connection to the source node, but
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will not verify whether the files can actually be copied.
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</para>
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<para>
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During the actual clone operation, a check will be made before the database itself
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is cloned to determine whether the files can actually be copied; if any problems are
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encountered, the clone operation will be aborted, enabling the user to fix
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any issues before retrying the clone operation.
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</para>
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</note>
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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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</refsect1>
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<refsect1 id="repmgr-standby-clone-recovery-conf">
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<title>Customising replication configuration</title>
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<indexterm>
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<primary>recovery.conf</primary>
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<secondary>customising with "repmgr standby clone"</secondary>
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</indexterm>
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<indexterm>
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<primary>replication configuration</primary>
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<secondary>customising with "repmgr standby clone"</secondary>
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</indexterm>
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<para>
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By default, &repmgr; will create a minimal replication configuration
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containing following parameters:
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</para>
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<itemizedlist spacing="compact" mark="bullet">
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<listitem>
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<simpara><varname>standby_mode</varname> (always <literal>'on'</literal>)</simpara>
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</listitem>
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<listitem>
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<simpara><varname>recovery_target_timeline</varname> (always <literal>'latest'</literal>)</simpara>
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</listitem>
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<listitem>
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<simpara><varname>primary_conninfo</varname></simpara>
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</listitem>
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<listitem>
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<simpara><varname>primary_slot_name</varname> (if replication slots in use)</simpara>
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</listitem>
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</itemizedlist>
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<para>
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The following additional parameters can be specified in <filename>repmgr.conf</filename>
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for inclusion in the replication configuration:
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</para>
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<itemizedlist spacing="compact" mark="bullet">
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<listitem>
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<simpara><varname>restore_command</varname></simpara>
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</listitem>
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<listitem>
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<simpara><varname>archive_cleanup_command</varname></simpara>
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</listitem>
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<listitem>
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<simpara><varname>recovery_min_apply_delay</varname></simpara>
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</listitem>
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</itemizedlist>
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<note>
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<para>
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We recommend using <ulink url="https://www.pgbarman.org/">Barman</ulink> to manage
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WAL file archiving. For more details on combining &repmgr; and <application>Barman</application>,
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in particular using <varname>restore_command</varname> to configure Barman as a backup source of
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WAL files, see <xref linkend="cloning-from-barman"/>.
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</para>
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</note>
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</refsect1>
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<refsect1 id="repmgr-standby-clone-wal-management">
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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 <command>pg_basebackup</command> method,
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&repmgr; will set <command>pg_basebackup</command>'s <literal>--wal-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>--wal-method</literal>
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parameter to <literal>fetch</literal>:
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<programlisting>
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pg_basebackup_options='--wal-method=fetch'</programlisting>
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and ensure that <literal>wal_keep_segments</literal> (PostgreSQL 13 and later:
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<literal>wal_keep_size</literal>) is set to an appropriately high value. Note
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however that this is not a particularly reliable way of ensuring sufficient
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WAL is retained and is not recommended.
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See the <ulink url="https://www.postgresql.org/docs/current/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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If using PostgreSQL 9.6 or earlier, replace <literal>--wal-method</literal>
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with <literal>--xlog-method</literal>.
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</simpara>
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</note>
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</refsect1>
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<refsect1 id="repmgr-standby-clone-wal-directory">
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<title>Placing WAL files into a different directory</title>
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<para>
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To ensure that WAL files are placed in a directory outside of the main data
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directory (e.g. to keep them on a separate disk for performance reasons),
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specify the location with <option>--waldir</option>
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(PostgreSQL 9.6 and earlier: <option>--xlogdir</option>) in
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the <filename>repmgr.conf</filename> parameter <option>pg_basebackup_options</option>,
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e.g.:
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<programlisting>
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pg_basebackup_options='--waldir=/path/to/wal-directory'</programlisting>
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This setting will also be honored by &repmgr; when cloning from Barman
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(&repmgr; 5.2 and later).
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</para>
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</refsect1>
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<!-- don't rename this id as it may be used in external links -->
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<refsect1 id="repmgr-standby-create-recovery-conf">
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<title>Using a standby cloned by another method</title>
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<indexterm>
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<primary>replication configuration</primary>
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<secondary>generating for a standby cloned by another method</secondary>
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</indexterm>
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<indexterm>
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<primary>recovery.conf</primary>
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<secondary>generating for a standby cloned by another method</secondary>
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</indexterm>
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<para>
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&repmgr; supports standbys cloned by another method (e.g. using <application>barman</application>'s
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<command><ulink url="https://docs.pgbarman.org/#recover">barman recover</ulink></command> command).
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</para>
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<para>
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To integrate the standby as a &repmgr; node, once the standby has been cloned,
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ensure the <filename>repmgr.conf</filename>
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file is created for the node, and that it has been registered using
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<command><link linkend="repmgr-standby-register">repmgr standby register</link></command>.
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</para>
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<tip>
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<para>
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To register a standby which is not running, execute
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<link linkend="repmgr-standby-register">repmgr standby register --force</link>
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and provide the connection details for the primary.
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</para>
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<para>
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See <xref linkend="repmgr-standby-register-inactive-node"/> for more details.
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</para>
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</tip>
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<para>
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Then execute the command <command>repmgr standby clone --replication-conf-only</command>.
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This will create the <filename>recovery.conf</filename> file needed to attach
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the node to its upstream (in PostgreSQL 12 and later: append replication configuration
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to <filename>postgresql.auto.conf</filename>), and will also create a replication slot on the
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upstream node if required.
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</para>
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<para>
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Note that the upstream node must be running. In PostgreSQL 11 and earlier, an existing
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<filename>recovery.conf</filename> will not be overwritten unless the
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<option>-F/--force</option> option is provided.
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</para>
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<para>
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Execute <command>repmgr standby clone --replication-conf-only --dry-run</command>
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to check the prerequisites for creating the recovery configuration,
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and display the contents of the configuration which would be added without actually
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making any changes.
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</para>
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</refsect1>
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<refsect1>
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<title>Options</title>
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<variablelist>
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<varlistentry>
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<term><option>-d, --dbname=CONNINFO</option></term>
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<listitem>
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<para>
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Connection string of the upstream node to use for cloning.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>--dry-run</option></term>
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<listitem>
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<para>
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Check prerequisites but don't actually clone the standby.
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</para>
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<para>
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If <option>--replication-conf-only</option> specified, the contents of
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the generated recovery configuration will be displayed
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but not written.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>-c, --fast-checkpoint</option></term>
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<listitem>
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<para>
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Force fast checkpoint (not effective when cloning from Barman).
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>--copy-external-config-files[={samepath|pgdata}]</option></term>
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<listitem>
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<para>
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Copy configuration files located outside the data directory on the source
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node to the same path on the standby (default) or to the
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PostgreSQL data directory.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>--no-upstream-connection</option></term>
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<listitem>
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<para>
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When using Barman, do not connect to upstream node.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>-R, --remote-user=USERNAME</option></term>
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<listitem>
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<para>
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Remote system username for SSH operations (default: current local system username).
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>--replication-conf-only</option></term>
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<listitem>
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<para>
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Create recovery configuration for a previously cloned instance.
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</para>
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<para>
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In PostgreSQL 11 and earlier, the replication configuration will be
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written to <filename>recovery.conf</filename>.
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</para>
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<para>
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In PostgreSQL 12 and later, the replication configuration will be
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written to <filename>postgresql.auto.conf</filename>.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>--replication-user</option></term>
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<listitem>
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<para>
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User to make replication connections with (optional, not usually required).
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>--superuser</option></term>
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<listitem>
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<para>
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If the &repmgr; user is not a superuser, the name of a valid superuser must
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be provided with this option.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>--upstream-conninfo</option></term>
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<listitem>
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<para>
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<literal>primary_conninfo</literal> value to include in the recovery configuration
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when the intended upstream server does not yet exist.
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</para>
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<para>
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Note that &repmgr; may modify the provided value, in particular to set the
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correct <literal>application_name</literal>.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>--upstream-node-id</option></term>
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<listitem>
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<para>
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ID of the upstream node to replicate from (optional, defaults to primary node)
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>--verify-backup</option></term>
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<listitem>
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<para>
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<!-- update link after Pg13 release -->
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Verify a cloned node using the
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<ulink url="https://www.postgresql.org/docs/13/app-pgverifybackup.html">pg_verifybackup</ulink>
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utility (PostgreSQL 13 and later).
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</para>
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<para>
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This option can currently only be used when cloning directly from an upstream
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node.
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</para>
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</listitem>
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</varlistentry>
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<varlistentry>
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<term><option>--without-barman </option></term>
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<listitem>
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<para>
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Do not use Barman even if configured.
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</para>
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</listitem>
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</varlistentry>
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</variablelist>
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</refsect1>
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<refsect1 id="repmgr-standby-clone-events">
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<title>Event notifications</title>
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<para>
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A <literal>standby_clone</literal> <link linkend="event-notifications">event notification</link> will be generated.
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</para>
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</refsect1>
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<refsect1>
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<title>See also</title>
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<para>
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See <xref linkend="cloning-standbys"/> for details about various aspects of cloning.
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</para>
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</refsect1>
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</refentry>
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