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repmgr/doc/repmgr-standby-clone.sgml
Ian Barwick b5f640d04d doc: improve event notification documentation
- add undocumented events (per report from Daymel Bonne)
 - split up list into sections for better overview
 - where feasible, add cross-links
2018-08-30 12:39:58 +09:00

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<refentry id="repmgr-standby-clone">
<indexterm>
<primary>repmgr standby clone</primary>
<seealso>cloning</seealso>
</indexterm>
<refmeta>
<refentrytitle>repmgr standby clone</refentrytitle>
</refmeta>
<refnamediv>
<refname>repmgr standby clone</refname>
<refpurpose>clone a PostgreSQL standby node from another PostgreSQL node</refpurpose>
</refnamediv>
<refsect1>
<title>Description</title>
<para>
<command>repmgr standby clone</command> clones a PostgreSQL node from another
PostgreSQL node, typically the primary, but optionally from any other node in
the cluster or from Barman. It creates the <filename>recovery.conf</filename> file required
to attach the cloned node to the primary node (or another standby, if cascading replication
is in use).
</para>
<note>
<simpara>
<command>repmgr standby clone</command> does not start the standby, and after cloning
a standby, the command <command>repmgr standby register</command> must be executed to
notify &repmgr; of its existence.
</simpara>
</note>
</refsect1>
<refsect1 id="repmgr-standby-clone-config-file-copying" xreflabel="Copying configuration files">
<title>Handling configuration files</title>
<para>
Note that by default, all configuration files in the source node's data
directory will be copied to the cloned node. Typically these will be
<filename>postgresql.conf</filename>, <filename>postgresql.auto.conf</filename>,
<filename>pg_hba.conf</filename> and <filename>pg_ident.conf</filename>.
These may require modification before the standby is started.
</para>
<para>
In some cases (e.g. on Debian or Ubuntu Linux installations), PostgreSQL's
configuration files are located outside of the data directory and will
not be copied by default. &repmgr; can copy these files, either to the same
location on the standby server (provided appropriate directory and file permissions
are available), or into the standby's data directory. This requires passwordless
SSH access to the primary server. Add the option <option>--copy-external-config-files</option>
to the <command>repmgr standby clone</command> command; by default files will be copied to
the same path as on the upstream server. Note that the user executing <command>repmgr</command>
must have write access to those directories.
</para>
<para>
To have the configuration files placed in the standby's data directory, specify
<literal>--copy-external-config-files=pgdata</literal>, but note that
any include directives in the copied files may need to be updated.
</para>
<note>
<para>
When executing <command>repmgr standby clone</command> with the
<option>--copy-external-config-files</option> aand <option>--dry-run</option>
options, &repmgr; will check the SSH connection to the source node, but
will not verify whether the files can actually be copied.
</para>
<para>
During the actual clone operation, a check will be made before the database itself
is cloned to determine whether the files can actually be copied; if any problems are
encountered, the clone operation will be aborted, enabling the user to fix
any issues before retrying the clone operation.
</para>
</note>
<tip>
<simpara>
For reliable configuration file management we recommend using a
configuration management tool such as Ansible, Chef, Puppet or Salt.
</simpara>
</tip>
</refsect1>
<refsect1 id="repmgr-standby-clone-recovery-conf">
<indexterm>
<primary>recovery.conf</primary>
<secondary>customising with "repmgr standby clone"</secondary>
</indexterm>
<title>Customising recovery.conf</title>
<para>
By default, &repmgr; will create a minimal <filename>recovery.conf</filename>
containing following parameters:
</para>
<itemizedlist spacing="compact" mark="bullet">
<listitem>
<simpara><varname>standby_mode</varname> (always <literal>'on'</literal>)</simpara>
</listitem>
<listitem>
<simpara><varname>recovery_target_timeline</varname> (always <literal>'latest'</literal>)</simpara>
</listitem>
<listitem>
<simpara><varname>primary_conninfo</varname></simpara>
</listitem>
<listitem>
<simpara><varname>primary_slot_name</varname> (if replication slots in use)</simpara>
</listitem>
</itemizedlist>
<para>
The following additional parameters can be specified in <filename>repmgr.conf</filename>
for inclusion in <filename>recovery.conf</filename>:
</para>
<itemizedlist spacing="compact" mark="bullet">
<listitem>
<simpara><varname>restore_command</varname></simpara>
</listitem>
<listitem>
<simpara><varname>archive_cleanup_command</varname></simpara>
</listitem>
<listitem>
<simpara><varname>recovery_min_apply_delay</varname></simpara>
</listitem>
</itemizedlist>
<note>
<para>
We recommend using <ulink url="https://www.pgbarman.org/">Barman</ulink> to manage
WAL file archiving. For more details on combining &repmgr; and <application>Barman</application>,
in particular using <varname>restore_command</varname> to configure Barman as a backup source of
WAL files, see <xref linkend="cloning-from-barman">.
</para>
</note>
</refsect1>
<refsect1 id="repmgr-standby-clone-wal-management">
<title>Managing WAL during the cloning process</title>
<para>
When initially cloning a standby, you will need to ensure
that all required WAL files remain available while the cloning is taking
place. To ensure this happens when using the default <command>pg_basebackup</command> method,
&repmgr; will set <command>pg_basebackup</command>'s <literal>--xlog-method</literal>
parameter to <literal>stream</literal>,
which will ensure all WAL files generated during the cloning process are
streamed in parallel with the main backup. Note that this requires two
replication connections to be available (&repmgr; will verify sufficient
connections are available before attempting to clone, and this can be checked
before performing the clone using the <literal>--dry-run</literal> option).
</para>
<para>
To override this behaviour, in <filename>repmgr.conf</filename> set
<command>pg_basebackup</command>'s <literal>--xlog-method</literal>
parameter to <literal>fetch</literal>:
<programlisting>
pg_basebackup_options='--xlog-method=fetch'</programlisting>
and ensure that <literal>wal_keep_segments</literal> is set to an appropriately high value.
See the <ulink url="https://www.postgresql.org/docs/current/static/app-pgbasebackup.html">
pg_basebackup</ulink> documentation for details.
</para>
<note>
<simpara>
From PostgreSQL 10, <command>pg_basebackup</command>'s
<literal>--xlog-method</literal> parameter has been renamed to
<literal>--wal-method</literal>.
</simpara>
</note>
</refsect1>
<refsect1 id="repmgr-standby-create-recovery-conf">
<indexterm>
<primary>recovery.conf</primary>
<secondary>generating for a standby cloned by another method</secondary>
</indexterm>
<title>Using a standby cloned by another method</title>
<para>
&repmgr; supports standbys cloned by another method (e.g. using <application>barman</application>'s
<command><ulink url="http://docs.pgbarman.org/release/2.4/#recover">barman recover</ulink></command> command).
</para>
<para>
To integrate the standby as a &repmgr; node, ensure the <filename>repmgr.conf</filename>
file is created for the node, and that it has been registered using
<command><link linkend="repmgr-standby-register">repmgr standby register</link></command>.
Then execute the command <command>repmgr standby clone --recovery-conf-only</command>.
This will create the <filename>recovery.conf</filename> file needed to attach
the node to its upstream, and will also create a replication slot on the
upstream node if required.
</para>
<para>
Note that the upstream node must be running. An existing
<filename>recovery.conf</filename> will not be overwritten unless the
<option>-F/--force</option> option is provided.
</para>
<para>
Execute <command>repmgr standby clone --recovery-conf-only --dry-run</command>
to check the prerequisites for creating the <filename>recovery.conf</filename> file,
and display the contents of the file without actually creating it.
</para>
<note>
<para>
<option>--recovery-conf-only</option> was introduced in &repmgr; <link linkend="release-4.0.4">4.0.4</link>.
</para>
</note>
</refsect1>
<refsect1>
<title>Options</title>
<variablelist>
<varlistentry>
<term><option>-d, --dbname=CONNINFO</option></term>
<listitem>
<para>
Connection string of the upstream node to use for cloning.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>--dry-run</option></term>
<listitem>
<para>
Check prerequisites but don't actually clone the standby.
</para>
<para>
If <option>--recovery-conf-only</option> specified, the contents of
the generated <filename>recovery.conf</filename> file will be displayed
but the file itself not written.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>-c, --fast-checkpoint</option></term>
<listitem>
<para>
Force fast checkpoint (not effective when cloning from Barman).
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>--copy-external-config-files[={samepath|pgdata}]</option></term>
<listitem>
<para>
Copy configuration files located outside the data directory on the source
node to the same path on the standby (default) or to the
PostgreSQL data directory.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>--no-upstream-connection</option></term>
<listitem>
<para>
When using Barman, do not connect to upstream node.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>-R, --remote-user=USERNAME</option></term>
<listitem>
<para>
Remote system username for SSH operations (default: current local system username).
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option> --recovery-conf-only</option></term>
<listitem>
<para>
Create <filename>recovery.conf</filename> file for a previously cloned instance. &repmgr 4.0.4 and later.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>--replication-user</option></term>
<listitem>
<para>
User to make replication connections with (optional, not usually required).
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>--superuser</option></term>
<listitem>
<para>
If the &repmgr; user is not a superuser, the name of a valid superuser must
be provided with this option.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>--upstream-conninfo</option></term>
<listitem>
<para>
<literal>primary_conninfo</literal> value to write in recovery.conf
when the intended upstream server does not yet exist.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>--upstream-node-id</option></term>
<listitem>
<para>
ID of the upstream node to replicate from (optional, defaults to primary node)
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><option>--without-barman </option></term>
<listitem>
<para>
Do not use Barman even if configured.
</para>
</listitem>
</varlistentry>
</variablelist>
</refsect1>
<refsect1 id="repmgr-standby-clone-events">
<title>Event notifications</title>
<para>
A <literal>standby_clone</literal> <link linkend="event-notifications">event notification</link> will be generated.
</para>
</refsect1>
<refsect1>
<title>See also</title>
<para>
See <xref linkend="cloning-standbys"> for details about various aspects of cloning.
</para>
</refsect1>
</refentry>