Replica imaging and bootstrap

Bootstrap

PostgreSQL provides initdb command to initialize a new cluster and Patroni calls it by default. In certain cases, particularly when creating a new cluster as a copy of an existing one, it is necessary to replace a built-in method with custom actions. Patroni supports executing user-defined scripts to bootstrap new clusters, supplying some required arguments to them, i.e. the name of the cluster and the path to the data directory. This is configured in the bootstrap section of the Patroni configuration. For example:

bootstrap:
    method: 
    :
        command:  [param1 [, ...]]
        keep_existing_recovery_conf: False
        no_params: False
        recovery_conf:
            recovery_target_action: promote
            recovery_target_timeline: latest
            restore_command: 

Each bootstrap method must define at least a name and a command . A special initdb method is available to trigger the default behavior, in which case method parameter can be omitted altogether. The command can be specified using either an absolute path, or the one relative to the patroni command location. In addition to the fixed parameters defined in the configuration files, Patroni supplies two cluster-specific ones:

--scope

Name of the cluster to be bootstrapped

--datadir

Path to the data directory of the cluster instance to be bootstrapped

Passing these two additional flags can be disabled by setting a special no_params parameter to True .

If the bootstrap script returns 0 , Patroni tries to configure and start the PostgreSQL instance produced by it. If any of the intermediate steps fail, or the script returns a non-zero value, Patroni assumes that the bootstrap has failed, cleans up after itself and releases the initialize lock to give another node the opportunity to bootstrap.

If a recovery_conf block is defined in the same section as the custom bootstrap method, Patroni will generate a recovery.conf before starting the newly bootstrapped instance (or set the recovery settings on Postgres configuration if running PostgreSQL >= 12). Typically, such recovery configuration should contain at least one of the recovery_target_* parameters, together with the recovery_target_timeline set to promote .

If keep_existing_recovery_conf is defined and set to True , Patroni will not remove the existing recovery.conf file if it exists (PostgreSQL <= 11). Similarly, in that case Patroni will not remove the existing recovery.signal or standby.signal if either exists, nor will it override the configured recovery settings (PostgreSQL >= 12). This is useful when bootstrapping from a backup with tools like pgBackRest that generate the appropriate recovery configuration for you.

Besides that, any additional key/value pairs informed in the custom bootstrap method configuration will be passed as arguments to command in the format --name=value . For example:

bootstrap:
    method: 
    :
        command: 
        arg1: value1
        arg2: value2

Makes the configured command to be called additionally with --arg1=value1 --arg2=value2 command-line arguments.

Note

Bootstrap methods are neither chained, nor fallen-back to the default one in case the primary one fails

Building replicas

Patroni uses tried and proven pg_basebackup in order to create new replicas. One downside of it is that it requires a running leader node. Another one is the lack of ‘on-the-fly’ compression for the backup data and no built-in cleanup for outdated backup files. Some people prefer other backup solutions, such as WAL-E , pgBackRest , Barman and others, or simply roll their own scripts. In order to accommodate all those use-cases Patroni supports running custom scripts to clone a new replica. Those are configured in the postgresql configuration block:

postgresql:
    create_replica_methods:
        - 
    :
        command: 
        keep_data: True
        no_params: True
        no_leader: 1

example: wal_e

postgresql:
    create_replica_methods:
        - wal_e
        - basebackup
    wal_e:
        command: patroni_wale_restore
        no_leader: 1
        envdir: WALE_ENV_DIR
        use_iam: 1
    basebackup:
        max-rate: '100M'

example: pgbackrest

postgresql:
    create_replica_methods:
        - pgbackrest
        - basebackup
    pgbackrest:
        command: /usr/bin/pgbackrest --stanza= --delta restore
        keep_data: True
        no_params: True
    basebackup:
        max-rate: '100M'

The create_replica_methods defines available replica creation methods and the order of executing them. Patroni will stop on the first one that returns 0. Each method should define a separate section in the configuration file, listing the command to execute and any custom parameters that should be passed to that command. All parameters will be passed in a --name=value format. Besides user-defined parameters, Patroni supplies a couple of cluster-specific ones:

--scope

Which cluster this replica belongs to

--datadir

Path to the data directory of the replica

--role

Always ‘replica’

--connstring

Connection string to connect to the cluster member to clone from (primary or other replica). The user in the connection string can execute SQL and replication protocol commands.

A special no_leader parameter, if defined, allows Patroni to call the replica creation method even if there is no running leader or replicas. In that case, an empty string will be passed in a connection string. This is useful for restoring the formerly running cluster from the binary backup.

A special keep_data parameter, if defined, will instruct Patroni to not clean PGDATA folder before calling restore.

A special no_params parameter, if defined, restricts passing parameters to custom command.

A basebackup method is a special case: it will be used if create_replica_methods is empty, although it is possible to list it explicitly among the create_replica_methods methods. This method initializes a new replica with the pg_basebackup , the base backup is taken from the leader unless there are replicas with clonefrom tag, in which case one of such replicas will be used as the origin for pg_basebackup. It works without any configuration; however, it is possible to specify a basebackup configuration section. Same rules as with the other method configuration apply, namely, only long (with –) options should be specified there. Not all parameters make sense, if you override a connection string or provide an option to created tar-ed or compressed base backups, patroni won’t be able to make a replica out of it. There is no validation performed on the names or values of the parameters passed to the basebackup section. Also note that in case symlinks are used for the WAL folder it is up to the user to specify the correct --waldir path as an option, so that after replica buildup or re-initialization the symlink would persist. This option is supported only since v10 though.

You can specify basebackup parameters as either a map (key-value pairs) or a list of elements, where each element could be either a key-value pair or a single key (for options that does not receive any values, for instance, --verbose ). Consider those 2 examples:

postgresql:
    basebackup:
        max-rate: '100M'
        checkpoint: 'fast'

and

postgresql:
    basebackup:
        - verbose
        - max-rate: '100M'
        - waldir: /pg-wal-mount/external-waldir

If all replica creation methods fail, Patroni will try again all methods in order during the next event loop cycle.

Standby cluster

Another available option is to run a "standby cluster", that contains only of standby nodes replicating from some remote node. This type of clusters has:

• "standby leader", that behaves pretty much like a regular cluster leader, except it replicates from a remote node.

• cascade replicas, that are replicating from standby leader.

Standby leader holds and updates a leader lock in DCS. If the leader lock expires, cascade replicas will perform an election to choose another leader from the standbys.

There is no further relationship between the standby cluster and the primary cluster it replicates from, in particular, they must not share the same DCS scope if they use the same DCS. They do not know anything else from each other apart from replication information. Also, the standby cluster is not being displayed in patronictl list or patronictl topology output on the primary cluster.

For the sake of flexibility, you can specify methods of creating a replica and recovery WAL records when a cluster is in the "standby mode" by providing create_replica_methods key in standby_cluster section. It is distinct from creating replicas, when cluster is detached and functions as a normal cluster, which is controlled by create_replica_methods in postgresql section. Both "standby" and "normal" create_replica_methods reference keys in postgresql section.

To configure such cluster you need to specify the section standby_cluster in a patroni configuration:

bootstrap:
    dcs:
        standby_cluster:
            host: 1.2.3.4
            port: 5432
            primary_slot_name: patroni
            create_replica_methods:
            - basebackup

Note, that these options will be applied only once during cluster bootstrap, and the only way to change them afterwards is through DCS.

Patroni expects to find postgresql.conf or postgresql.conf.backup in PGDATA of the remote primary and will not start if it does not find it after a basebackup. If the remote primary keeps its postgresql.conf elsewhere, it is your responsibility to copy it to PGDATA.

If you use replication slots on the standby cluster, you must also create the corresponding replication slot on the primary cluster. It will not be done automatically by the standby cluster implementation. You can use Patroni’s permanent replication slots feature on the primary cluster to maintain a replication slot with the same name as primary_slot_name , or its default value if primary_slot_name is not provided.