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instance_manager.md

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Postgres instance manager

CloudNativePG does not rely on an external tool for failover management. It simply relies on the Kubernetes API server and a native key component called: the Postgres instance manager.

The instance manager takes care of the entire lifecycle of the PostgreSQL leading process (also known as postmaster).

When you create a new cluster, the operator makes a Pod per instance. The field .spec.instances specifies how many instances to create.

Each Pod will start the instance manager as the parent process (PID 1) for the main container, which in turn runs the PostgreSQL instance. During the lifetime of the Pod, the instance manager acts as a backend to handle the startup, liveness and readiness probes.

Startup, liveness and readiness probes

The startup and liveness probes rely on pg_isready, while the readiness probe checks if the database is up and able to accept connections using the superuser credentials.

The readiness probe is positive when the Pod is ready to accept traffic. The liveness probe controls when to restart the container once the startup probe interval has elapsed.

!!! Important The liveness and readiness probes will report a failure if the probe command fails three times with a 10-second interval between each check.

The liveness probe detects if the PostgreSQL instance is in a broken state and needs to be restarted. The value in startDelay is used to delay the probe's execution, preventing an instance with a long startup time from being restarted.

The amount of time needed for a Pod to be classified as not alive is configurable in the .spec.livenessProbeTimeout parameter, that defaults to 30 seconds.

The interval (in seconds) after the Pod has started before the liveness probe starts working is expressed in the .spec.startDelay parameter, which defaults to 3600 seconds. The correct value for your cluster is related to the time needed by PostgreSQL to start.

!!! Warning If .spec.startDelay is too low, the liveness probe will start working before the PostgreSQL startup is complete, and the Pod could be restarted prematurely.

Shutdown control

When a Pod running Postgres is deleted, either manually or by Kubernetes following a node drain operation, the kubelet will send a termination signal to the instance manager, and the instance manager will take care of shutting down PostgreSQL in an appropriate way. The .spec.smartShutdownTimeout and .spec.stopDelay options, expressed in seconds, control the amount of time given to PostgreSQL to shut down. The values default to 180 and 1800 seconds, respectively.

The shutdown procedure is composed of two steps:

  1. The instance manager requests a smart shut down, disallowing any new connection to PostgreSQL. This step will last for up to .spec.smartShutdownTimeout seconds.

  2. If PostgreSQL is still up, the instance manager requests a fast shut down, terminating any existing connection and exiting promptly. If the instance is archiving and/or streaming WAL files, the process will wait for up to the remaining time set in .spec.stopDelay to complete the operation and then forcibly shut down. Such a timeout needs to be at least 15 seconds.

!!! Important In order to avoid any data loss in the Postgres cluster, which impacts the database RPO, don't delete the Pod where the primary instance is running. In this case, perform a switchover to another instance first.

Shutdown of the primary during a switchover

During a switchover, the shutdown procedure is slightly different from the general case. Indeed, the operator requires the former primary to issue a fast shut down before the selected new primary can be promoted, in order to ensure that all the data are available on the new primary.

For this reason, the .spec.switchoverDelay, expressed in seconds, controls the time given to the former primary to shut down gracefully and archive all the WAL files. By default it is set to 3600 (1 hour).

!!! Warning The .spec.switchoverDelay option affects the RPO and RTO of your PostgreSQL database. Setting it to a low value, might favor RTO over RPO but lead to data loss at cluster level and/or backup level. On the contrary, setting it to a high value, might remove the risk of data loss while leaving the cluster without an active primary for a longer time during the switchover.

Failover

In case of primary pod failure, the cluster will go into failover mode. Please refer to the "Failover" section for details.

Disk Full Failure

Storage exhaustion is a well known issue for PostgreSQL clusters. The PostgreSQL documentation highlights the possible failure scenarios and the importance of monitoring disk usage to prevent it from becoming full.

The same applies to CloudNativePG and Kubernetes as well: the "Monitoring" section provides details on checking the disk space used by WAL segments and standard metrics on disk usage exported to Prometheus.

!!! Important In a production system, it is critical to monitor the database continuously. Exhausted disk storage can lead to a database server shutdown.

!!! Note The detection of exhausted storage relies on a storage class that accurately reports disk size and usage. This may not be the case in simulated Kubernetes environments like Kind or with test storage class implementations such as csi-driver-host-path.

If the disk containing the WALs becomes full and no more WAL segments can be stored, PostgreSQL will stop working. CloudNativePG correctly detects this issue by verifying that there is enough space to store the next WAL segment, and avoids triggering a failover, which could complicate recovery.

That allows a human administrator to address the root cause.

In such a case, if supported by the storage class, the quickest course of action is currently to:

  1. Expand the storage size of the full PVC
  2. Increase the size in the Cluster resource to the same value

Once the issue is resolved and there is sufficient free space for WAL segments, the Pod will restart and the cluster will become healthy.

See also the "Volume expansion" section of the documentation.