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bdr-failover.md

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BDR failover with repmgrd

repmgr 4 provides support for monitoring BDR nodes and taking action in case one of the nodes fails.

*NOTE* Due to the nature of BDR, it's only safe to use this solution for
a two-node scenario. Introducing additional nodes will create an inherent
risk of node desynchronisation if a node goes down without being cleanly
removed from the cluster.

In contrast to streaming replication, there's no concept of "promoting" a new primary node with BDR. Instead, "failover" involves monitoring both nodes with repmgrd and redirecting queries from the failed node to the remaining active node. This can be done by using the event notification script generated by repmgrd to dynamically reconfigure a proxy server/connection pooler such as PgBouncer.

Prerequisites

repmgr 4 requires PostgreSQL 9.6 with the BDR 2 extension enabled and configured for a two-node BDR network. repmgr 4 packages must be installed on each node before attempting to configure repmgr.

*NOTE* `repmgr 4` will refuse to install if it detects more than two
BDR nodes.

Application database connections must be passed through a proxy server/ connection pooler such as PgBouncer, and it must be possible to dynamically reconfigure that from repmgrd. The example demonstrated in this document will use PgBouncer.

The proxy server / connection poolers must not be installed on the database servers.

For this example, it's assumed password-less SSH connections are available from the PostgreSQL servers to the servers where PgBouncer runs, and that the user on those servers has permission to alter the PgBouncer configuration files.

PostgreSQL connections must be possible between each node, and each node must be able to connect to each PgBouncer instance.

Configuration

Sample configuration for repmgr.conf:

node_id=1
node_name='node1'
conninfo='host=node1 dbname=bdrtest user=repmgr connect_timeout=2'
replication_type='bdr'

event_notifications=bdr_failover
event_notification_command='/path/to/bdr-pgbouncer.sh %n %e %s "%c" "%a" >> /tmp/bdr-failover.log 2>&1'

# repmgrd options
monitor_interval_secs=5
reconnect_attempts=6
reconnect_interval=5

Adjust settings as appropriate; copy and adjust for the second node (particularly the values node_id, node_name and conninfo).

Note that the values provided for the conninfo string must be valid for connections from both nodes in the cluster. The database must be the BDR database.

If defined, event_notifications will restrict execution of event_notification_command to the specified events.

event_notification_command is the script which does the actual "heavy lifting" of reconfiguring the proxy server/ connection pooler. It is fully user-definable; a sample implementation is documented below.

repmgr user permissions

repmgr will create an extension in the BDR database containing objects for administering repmgr metadata. The user defined in the conninfo setting must be able to access all objects. Additionally, superuser permissions are required to install the repmgr extension. The easiest way to do this is create the repmgr user as a superuser, however if this is not desirable, the repmgr user can be created as a normal user and a superuser specified with --superuser when registering a BDR node.

repmgr setup

Register both nodes:

$ repmgr -f /etc/repmgr.conf bdr register
NOTICE: attempting to install extension "repmgr"
NOTICE: "repmgr" extension successfully installed
NOTICE: node record created for node 'node1' (ID: 1)
NOTICE: BDR node 1 registered (conninfo: host=localhost dbname=bdrtest user=repmgr port=5501)

$ repmgr -f /etc/repmgr.conf bdr register
NOTICE: node record created for node 'node2' (ID: 2)
NOTICE: BDR node 2 registered (conninfo: host=localhost dbname=bdrtest user=repmgr port=5502)

The repmgr extension will be automatically created when the first node is registered, and will be propagated to the second node.

*IMPORTANT* ensure the repmgr package is available on both nodes before
attempting to register the first node

At this point the meta data for both nodes has been created; executing repmgr cluster show (on either node) should produce output like this:

$ repmgr -f /etc/repmgr.conf cluster show
 ID | Name  | Role | Status    | Upstream | Connection string
----+-------+------+-----------+----------+--------------------------------------------------------
 1  | node1 | bdr  | * running |          | host=node1 dbname=bdrtest user=repmgr connect_timeout=2
 2  | node2 | bdr  | * running |          | host=node2 dbname=bdrtest user=repmgr connect_timeout=2

Additionally it's possible to see a log of significant events; so far this will only record the two node registrations (in reverse chronological order):

 Node ID | Event        | OK | Timestamp           | Details
---------+--------------+----+---------------------+----------------------------------------------
 2       | bdr_register | t  | 2017-07-27 17:51:48 | node record created for node 'node2' (ID: 2)
 1       | bdr_register | t  | 2017-07-27 17:51:00 | node record created for node 'node1' (ID: 1)

Defining the "event_notification_command"

Key to "failover" execution is the event_notification_command, which is a user-definable script which should reconfigure the proxy server/ connection pooler.

Each time repmgr (or repmgrd) records an event, it can optionally execute the script defined in event_notification_command to take further action; details of the event will be passed as parameters. Following placeholders are available to the script:

%n - node ID
%e - event type
%s - success (1 or 0)
%t - timestamp
%d - details
%c - conninfo string of the next available node
%a - name of the next available node

Note that %c and %a will only be provided during bdr_failover events, which is what is of interest here.

The provided sample script (scripts/bdr-pgbouncer.sh) is configured like this:

event_notification_command='/path/to/bdr-pgbouncer.sh %n %e %s "%c" "%a"'

and parses the configures parameters like this:

NODE_ID=$1
EVENT_TYPE=$2
SUCCESS=$3
NEXT_CONNINFO=$4
NEXT_NODE_NAME=$5

It also contains some hard-coded values about the PgBouncer configuration for both nodes; these will need to be adjusted for your local environment of course (ideally the scripts would be maintained as templates and generated by some kind of provisioning system).

The script performs following steps:

  • pauses PgBouncer on all nodes
  • recreates the PgBouncer configuration file on each node using the information provided by repmgrd (mainly the conninfo string) to configure PgBouncer to point to the remaining node
  • reloads the PgBouncer configuration
  • resumes PgBouncer

From that point, any connections to PgBouncer on the failed BDR node will be redirected to the active node.

repmgrd

Node monitoring and failover

At the intervals specified by monitor_interval_secs in repmgr.conf, repmgrd will ping each node to check if it's available. If a node isn't available, repmgrd will enter failover mode and check reconnect_attempts times at intervals of reconnect_interval to confirm the node is definitely unreachable. This buffer period is necessary to avoid false positives caused by transient network outages.

If the node is still unavailable, repmgrd will enter failover mode and execute the script defined in event_notification_command; an entry will be logged in the repmgr.events table and repmgrd will (unless otherwise configured) resume monitoring of the node in "degraded" mode until it reappears.

repmgrd logfile output during a failover event will look something like this one one node (usually the node which has failed, here "node2"):

...
[2017-07-27 21:08:39] [INFO] starting continuous BDR node monitoring
[2017-07-27 21:08:39] [INFO] monitoring BDR replication status on node "node2" (ID: 2)
[2017-07-27 21:08:55] [INFO] monitoring BDR replication status on node "node2" (ID: 2)
[2017-07-27 21:09:11] [INFO] monitoring BDR replication status on node "node2" (ID: 2)
[2017-07-27 21:09:23] [WARNING] unable to connect to node node2 (ID 2)
[2017-07-27 21:09:23] [INFO] checking state of node 2, 0 of 5 attempts
[2017-07-27 21:09:23] [INFO] sleeping 1 seconds until next reconnection attempt
[2017-07-27 21:09:24] [INFO] checking state of node 2, 1 of 5 attempts
[2017-07-27 21:09:24] [INFO] sleeping 1 seconds until next reconnection attempt
[2017-07-27 21:09:25] [INFO] checking state of node 2, 2 of 5 attempts
[2017-07-27 21:09:25] [INFO] sleeping 1 seconds until next reconnection attempt
[2017-07-27 21:09:26] [INFO] checking state of node 2, 3 of 5 attempts
[2017-07-27 21:09:26] [INFO] sleeping 1 seconds until next reconnection attempt
[2017-07-27 21:09:27] [INFO] checking state of node 2, 4 of 5 attempts
[2017-07-27 21:09:27] [INFO] sleeping 1 seconds until next reconnection attempt
[2017-07-27 21:09:28] [WARNING] unable to reconnect to node 2 after 5 attempts
[2017-07-27 21:09:28] [NOTICE] setting node record for node 2 to inactive
[2017-07-27 21:09:28] [INFO] executing notification command for event "bdr_failover"
[2017-07-27 21:09:28] [DETAIL] command is:
  /path/to/bdr-pgbouncer.sh 2 bdr_failover 1 "host=host=node1 dbname=bdrtest user=repmgr connect_timeout=2" "node1"
[2017-07-27 21:09:28] [INFO] node 'node2' (ID: 2) detected as failed; next available node is 'node1' (ID: 1)
[2017-07-27 21:09:28] [INFO] monitoring BDR replication status on node "node2" (ID: 2)
[2017-07-27 21:09:28] [DETAIL] monitoring node "node2" (ID: 2) in degraded mode
...

Output on the other node ("node1") during the same event will look like this:

[2017-07-27 21:08:35] [INFO] starting continuous BDR node monitoring
[2017-07-27 21:08:35] [INFO] monitoring BDR replication status on node "node1" (ID: 1)
[2017-07-27 21:08:51] [INFO] monitoring BDR replication status on node "node1" (ID: 1)
[2017-07-27 21:09:07] [INFO] monitoring BDR replication status on node "node1" (ID: 1)
[2017-07-27 21:09:23] [WARNING] unable to connect to node node2 (ID 2)
[2017-07-27 21:09:23] [INFO] checking state of node 2, 0 of 5 attempts
[2017-07-27 21:09:23] [INFO] sleeping 1 seconds until next reconnection attempt
[2017-07-27 21:09:24] [INFO] checking state of node 2, 1 of 5 attempts
[2017-07-27 21:09:24] [INFO] sleeping 1 seconds until next reconnection attempt
[2017-07-27 21:09:25] [INFO] checking state of node 2, 2 of 5 attempts
[2017-07-27 21:09:25] [INFO] sleeping 1 seconds until next reconnection attempt
[2017-07-27 21:09:26] [INFO] checking state of node 2, 3 of 5 attempts
[2017-07-27 21:09:26] [INFO] sleeping 1 seconds until next reconnection attempt
[2017-07-27 21:09:27] [INFO] checking state of node 2, 4 of 5 attempts
[2017-07-27 21:09:27] [INFO] sleeping 1 seconds until next reconnection attempt
[2017-07-27 21:09:28] [WARNING] unable to reconnect to node 2 after 5 attempts
[2017-07-27 21:09:28] [NOTICE] other node's repmgrd is handling failover
[2017-07-27 21:09:28] [INFO] monitoring BDR replication status on node "node1" (ID: 1)
[2017-07-27 21:09:28] [DETAIL] monitoring node "node2" (ID: 2) in degraded mode

This assumes only the PostgreSQL instance on "node2" has failed. In this case the repmgrd instance running on "node2" has performed the failover. However if the entire server becomes unavailable, repmgrd on "node1" will perform the failover.

Node recovery

Following failure of a BDR node, if the node subsequently becomes available again, a bdr_recovery event will be generated. This could potentially be used to reconfigure PgBouncer automatically to bring the node back into the available pool, however it would be prudent to manually verify the node's status before exposing it to the application.

If the failed node comes back up and connects correctly, output similar to this will be visible in the repmgrd log:

[2017-07-27 21:25:30] [DETAIL] monitoring node "node2" (ID: 2) in degraded mode
[2017-07-27 21:25:46] [INFO] monitoring BDR replication status on node "node2" (ID: 2)
[2017-07-27 21:25:46] [DETAIL] monitoring node "node2" (ID: 2) in degraded mode
[2017-07-27 21:25:55] [INFO] active replication slot for node "node1" found after 1 seconds
[2017-07-27 21:25:55] [NOTICE] node "node2" (ID: 2) has recovered after 986 seconds

Shutdown of both nodes

If both PostgreSQL instances are shut down, repmgrd will try and handle the situation as gracefully as possible, though with no failover candidates available there's not much it can do. Should this case ever occur, we recommend shutting down repmgrd on both nodes and restarting it once the PostgreSQL instances are running properly.