PostgreSQL Configuration
========================

Users that are familiar with PostgreSQL are aware of the existence of
the following three files to configure an instance:

- ``postgresql.conf`` : main run-time configuration file of PostgreSQL

- ``pg_hba.conf`` : clients authentication file

- ``pg_ident.conf`` : map external users to internal users

Due to the concepts of declarative configuration and immutability of the
PostgreSQL containers, users are not allowed to directly touch those
files. Configuration is possible through the ``postgresql`` section of
the ``Cluster`` resource definition by defining custom
``postgresql.conf`` , ``pg_hba.conf`` , and ``pg_ident.conf`` settings
via the ``parameters`` , the ``pg_hba`` , and the ``pg_ident`` keys.

These settings are the same across all instances.

..  Warning::
   Please don't use the `ALTER SYSTEM`  query to change the configuration of the PostgreSQL instances in an imperative way. Changing some of the options that are normally controlled by the operator might indeed lead to an unpredictable/unrecoverable state of the cluster. Moreover, `ALTER SYSTEM`  changes are not replicated across the cluster. See  :ref:`Enabling ALTER SYSTEM <#enabling-alter-system>`  below for details.

A reference for custom settings usage is included in the samples, see
below:

::

   apiVersion: postgresql.k8s.enterprisedb.io/v1
   kind: Cluster
   metadata:
     name: cluster-example-custom
   spec:
     instances: 3

     # Parameters and pg_hba configuration will be append
     # to the default ones to make the cluster work
     postgresql:
       parameters:
         max_worker_processes: "60"
       pg_hba:
         # To access through TCP/IP you will need to get username
         # and password from the secret cluster-example-custom-app
         - host all all all md5

     # Example of rolling update strategy:
     # - unsupervised: automated update of the primary once all
     #                 replicas have been upgraded (default)
     # - supervised: requires manual supervision to perform
     #               the switchover of the primary
     primaryUpdateStrategy: unsupervised

     # Require 1Gi of space per instance using default storage class
     storage:
       size: 1Gi

..  Warning::
   **OpenShift users:** due to a current limitation of the OpenShift user interface, it is possible to change PostgreSQL settings from the YAML pane only.

The ``postgresql`` section
--------------------------

The PostgreSQL instance in the pod starts with a default
``postgresql.conf`` file, to which these settings are automatically
added:

.. code:: text

   listen_addresses = *
   include custom.conf

The ``custom.conf`` file will contain the user-defined settings in the
``postgresql`` section, as in the following example:

.. code:: yaml

     # ...
     postgresql:
       parameters:
         shared_buffers: "1GB"
     # ...

..  Seealso::
   Refer to the PostgreSQL documentation for `more information on the available parameters <https://www.postgresql.org/docs/current/runtime-config.html>`_  , also known as GUC (Grand Unified Configuration). Please note that EDB CloudNativePG Cluster accepts only strings for the PostgreSQL parameters.

The content of ``custom.conf`` is automatically generated and maintained
by the operator by applying the following sections in this order:

- Global default parameters

- Default parameters that depend on the PostgreSQL major version

- User-provided parameters

- Fixed parameters

The **global default parameters** are:

.. code:: text

   archive_mode = on
   dynamic_shared_memory_type = posix
   full_page_writes = on
   logging_collector = on
   log_destination = csvlog
   log_directory = /controller/log
   log_filename = postgres
   log_rotation_age = 0
   log_rotation_size = 0
   log_truncate_on_rotation = false
   max_parallel_workers = 32
   max_replication_slots = 32
   max_worker_processes = 32
   shared_memory_type = mmap # for PostgreSQL >= 12 only
   wal_keep_size = 512MB # for PostgreSQL >= 13 only
   wal_keep_segments = 32 # for PostgreSQL <= 12 only
   wal_level = logical
   wal_log_hints = on
   wal_sender_timeout = 5s
   wal_receiver_timeout = 5s

..  Warning::
   It is your duty to plan for WAL segments retention in your PostgreSQL cluster and properly configure either `wal_keep_size`  or `wal_keep_segments` , depending on the server version, based on the expected and observed workloads.

Alternatively, if the only streaming replication clients are the replica
instances running in the High Availability cluster, you can take
advantage of the replication slots feature, which adds support for
replication slots at the cluster level. You can enable the feature with
the ``replicationSlots.highAvailability`` option (for more information,
please refer to the :ref:`Logical Replication <Logical Replication>`  .)

Without replication slots nor continuous backups in place, configuring
``wal_keep_size`` or ``wal_keep_segments`` is the only way to protect
standbys from falling out of sync. If a standby did fall out of sync it
would produce error messages like:
``"could not receive data from WAL stream: ERROR: requested WAL segment ************************ has already been removed"``
. This will require you to dedicate a part of your ``PGDATA`` , or the
volume dedicated to storing WAL files, to keep older WAL segments for
streaming replication purposes.

The following parameters are **fixed** and exclusively controlled by the
operator:

.. code:: text

   archive_command = /controller/manager wal-archive %p
   hot_standby = true
   listen_addresses = *
   port = 5432
   restart_after_crash = false
   ssl = on
   ssl_ca_file = /controller/certificates/client-ca.crt
   ssl_cert_file = /controller/certificates/server.crt
   ssl_key_file = /controller/certificates/server.key
   unix_socket_directories = /controller/run

Since the fixed parameters are added at the end, they can’t be
overridden by the user via the YAML configuration. Those parameters are
required for correct WAL archiving and replication.

Replication settings
^^^^^^^^^^^^^^^^^^^^

The ``primary_conninfo`` , ``restore_command`` , and
``recovery_target_timeline`` parameters are managed automatically by the
operator according to the state of the instance in the cluster.

.. code:: text

   primary_conninfo = host=cluster-example-rw user=postgres dbname=postgres
   recovery_target_timeline = latest

Log control settings
^^^^^^^^^^^^^^^^^^^^

The operator requires PostgreSQL to output its log in CSV format, and
the instance manager automatically parses it and outputs it in JSON
format. For this reason, all log settings in PostgreSQL are fixed and
cannot be changed.

For further information, please refer to the :ref:`Standard output logging of PostgreSQL error messages in JSON format <Standard output logging of PostgreSQL error messages in JSON format>`  .

Shared Preload Libraries
^^^^^^^^^^^^^^^^^^^^^^^^

The ``shared_preload_libraries`` option in PostgreSQL exists to specify
one or more shared libraries to be pre-loaded at server start, in the
form of a comma-separated list. Typically, it is used in PostgreSQL to
load those extensions that need to be available to most database
sessions in the whole system (e.g. ``pg_stat_statements`` ).

In EDB CloudNativePG Cluster the ``shared_preload_libraries`` option is
empty by default. Although you can override the content of
``shared_preload_libraries`` , we recommend that only expert Postgres
users take advantage of this option.

..  Important::
   In case a specified library is not found, the server fails to start, preventing EDB CloudNativePG Cluster from any self-healing attempt and requiring manual intervention. Please make sure you always test both the extensions and the settings of `shared_preload_libraries`  if you plan to directly manage its content.

EDB CloudNativePG Cluster is able to automatically manage the content of
the ``shared_preload_libraries`` option for some of the most used
PostgreSQL extensions (see the :ref:`Managed extensions <Managed extensions>`  section below for details).

Specifically, as soon as the operator notices that a configuration
parameter requires one of the managed libraries, it will automatically
add the needed library. The operator will also remove the library as
soon as no actual parameter requires it.

..  Important::
   Please always keep in mind that removing libraries from `shared_preload_libraries`  requires a restart of all instances in the cluster in order to be effective.

You can provide additional ``shared_preload_libraries`` via
``.spec.postgresql.shared_preload_libraries`` as a list of strings: the
operator will merge them with the ones that it automatically manages.

Managed extensions
^^^^^^^^^^^^^^^^^^

As anticipated in the previous section, EDB CloudNativePG Cluster
automatically manages the content in ``shared_preload_libraries`` for
some well-known and supported extensions. The current list includes:

- ``auto_explain``

- ``pg_stat_statements``

- ``pgaudit``

- ``pg_failover_slots``

Some of these libraries also require additional objects in a database
before using them, normally views and/or functions managed via the
``CREATE EXTENSION`` command to be run in a database (the
``DROP EXTENSION`` command typically removes those objects).

For such libraries, EDB CloudNativePG Cluster automatically handles the
creation and removal of the extension in all databases that accept a
connection in the cluster, identified by the following query:

.. code:: sql

   SELECT datname FROM pg_database WHERE datallowconn

..  Note::
   The above query also includes template databases like `template1` .

Enabling ``auto_explain``
^^^^^^^^^^^^^^^^^^^^^^^^^

The `auto_explain <https://www.postgresql.org/docs/current/auto-explain.html>`_ 

extension provides a means for logging execution plans of slow
statements automatically, without having to manually run ``EXPLAIN``
(helpful for tracking down un-optimized queries).

You can enable ``auto_explain`` by adding to the configuration a
parameter that starts with ``auto_explain.`` as in the following example
excerpt (which automatically logs execution plans of queries that take
longer than 10 seconds to complete):

.. code:: yaml

     # ...
     postgresql:
       parameters:
         auto_explain.log_min_duration: "10s"
     # ...

..  Note::
   Enabling auto_explain can lead to performance issues. Please refer to  `the auto explain documentation <https://www.postgresql.org/docs/current/auto-explain.html>`_ 

Enabling ``pg_stat_statements``
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^

The `pg_stat_statements <https://www.postgresql.org/docs/current/pgstatstatements.html>`_ 

extension is one of the most important capabilities available in
PostgreSQL for real-time monitoring of queries.

You can enable ``pg_stat_statements`` by adding to the configuration a
parameter that starts with ``pg_stat_statements.`` as in the following
example excerpt:

.. code:: yaml

     # ...
     postgresql:
       parameters:
         pg_stat_statements.max: "10000"
         pg_stat_statements.track: all
     # ...

As explained previously, the operator will automatically add
``pg_stat_statements`` to ``shared_preload_libraries`` and run
``CREATE EXTENSION IF NOT EXISTS pg_stat_statements`` on each database,
enabling you to run queries against the ``pg_stat_statements`` view.

Enabling ``pgaudit``
^^^^^^^^^^^^^^^^^^^^

The ``pgaudit`` extension provides detailed session and/or object audit
logging via the standard PostgreSQL logging facility.

EDB CloudNativePG Cluster has transparent and native support for
`PGAudit <https://www.pgaudit.org/>`_  on PostgreSQL clusters. For further information, please
refer to the :ref:`Enabling `pgaudit` <Enabling `pgaudit`>` 

You can enable ``pgaudit`` by adding to the configuration a parameter
that starts with ``pgaudit.`` as in the following example excerpt:

.. code:: yaml


   # 
   postgresql:

     parameters:
       pgaudit.log: "all, -misc"
       pgaudit.log_catalog: "off"
       pgaudit.log_parameter: "on"
       pgaudit.log_relation: "on"

   # 


   ####  Enabling `pg_failover_slots`

   The [`pg_failover_slots`](https://github.com/EnterpriseDB/pg_failover_slots)
   extension by EDB ensures that logical replication slots can survive a
   failover scenario. Failovers are normally implemented using physical
   streaming replication, like in the case of EDB CloudNativePG Cluster.

   You can enable `pg_failover_slots` by adding to the configuration a parameter
   that starts with `pg_failover_slots.`: as explained above, the operator will
   transparently manage the `pg_failover_slots` entry in the
   `shared_preload_libraries` option depending on this.

   Please refer to [`the `pg_failover_slots` documentation`](/pg_extensions/pg_failover_slots)
   for details on this extension.

   Additionally, for each database that you intend to you use with `pg_failover_slots`
   you need to add an entry in the `pg_hba` section that enables each replica to
   connect to the primary.
   For example, suppose that you want to use the `app` database with `pg_failover_slots`,
   you need to add this entry in the `pg_hba` section:

   ``` yaml postgresql: pg_hba: - hostssl app streaming_replica all cert

The ``pg_hba`` section
----------------------

``pg_hba`` is a list of PostgreSQL Host Based Authentication rules used
to create the ``pg_hba.conf`` used by the pods.

!!! Important See the PostgreSQL documentation for `more information on
``pg_hba.conf`` <https://www.postgresql.org/docs/current/auth-pg-hba-conf.html>`__.

Since the first matching rule is used for authentication, the
``pg_hba.conf`` file generated by the operator can be seen as composed
of four sections:

1. Fixed rules

2. User-defined rules

3. Optional LDAP section

4. Default rules

Fixed rules:

\``\` text local all all peer

hostssl postgres streaming_replica all cert hostssl replication
streaming_replica all cert hostssl all cnp_pooler_pgbouncer all cert

::


   Default rules:

   ``` text host all all all <default-authentication-method>

From PostgreSQL 14 the default value of the ``password_encryption``
database parameter is set to ``scram-sha-256``. Because of that, the
default authentication method is ``scram-sha-256`` from this PostgreSQL
version.

PostgreSQL 13 and older will use ``md5`` as the default authentication
method.

The resulting ``pg_hba.conf`` will look like this:

\``\` text local all all peer

hostssl postgres streaming_replica all cert hostssl replication
streaming_replica all cert

host all all all scram-sha-256 # (or md5 for PostgreSQL version <= 13)

edb_notranlate_13 yaml postgresql: pg_hba: - hostssl app app
10.244.0.0/16 md5

::


   In the above example we are enabling access for the `app` user to the `app`
   database using MD5 password authentication (you can use `scram-sha-256`
   if you prefer) via a secure channel (`hostssl`).

   ###  LDAP Configuration

   Under the `postgres` section of the cluster spec there is an optional `ldap` section available to define an LDAP
   configuration to be converted into a rule added into the `pg_hba.conf` file.

   This will support two modes: `simple bind` mode which requires specifying a `server`, `prefix` and `suffix` in the LDAP 
   section and the `search+bind` mode which requires specifying `server`, `baseDN`, `binDN`, and a `bindPassword` which is
   a secret containing the ldap password. Additionally, in `search+bind` mode you have the option to specify a
   `searchFilter` or `searchAttribute`. If no `searchAttribute` is specified the default one of `uid` will be used.

   Additionally, both modes allow the specification of a `scheme` for ldapscheme and a `port`. Neither scheme nor port are
   required, however. 

   This section filled out for search+bind could look as follows:

   ``` yaml postgresql: ldap: server: 'openldap.default.svc.cluster.local' bindSearchAuth: baseDN: 'ou=org,dc=example,dc=com' bindDN: 'cn=admin,dc=example,dc=com' bindPassword: name: 'ldapBindPassword' key: 'data' searchAttribute: 'uid'

The ``pg_ident`` section
------------------------

``pg_ident`` is a list of PostgreSQL User Name Maps that EDB
CloudNativePG Cluster uses to generate and maintain the ident map file
(known as ``pg_ident.conf``) inside the data directory.

!!! Important See the PostgreSQL documentation for `more information on
``pg_ident.conf`` <https://www.postgresql.org/docs/current/auth-username-maps.html>`__.

The ``pg_ident.conf`` file written by the operator is made up of the
following two sections:

1. Fixed rules

2. User-defined rules

Currently the only fixed rule, automatically generated by the operator,
is:

\``\` text local postgres

::


   The instance manager detects the user running the PostgreSQL instance and
   automatically adds a rule to map it to the `postgres` user in the database.

   If the `postgres` user is not properly configured inside the container, the
   instance manager will allow any local user to connect and then log a warning
   message like the following:

   ``` text Unable to identify the current user. Falling back to insecure mapping.

The resulting ``pg_ident.conf`` will look like this:

\``\` text local postgres

edb_notranlate_18 yaml postgresql: pg_ident: - “mymap
/^(.\*)@mydomain\\.com$ \\1”

::


   ##  Changing configuration

   You can apply configuration changes by editing the `postgresql` section of
   the `Cluster` resource.

   After the change, the cluster instances will immediately reload the
   configuration to apply the changes.
   If the change involves a parameter requiring a restart, the operator will
   perform a rolling upgrade.

   ##  Enabling `ALTER SYSTEM`

   EDB CloudNativePG Cluster strongly advocates employing the Cluster manifest as the
   exclusive method for altering the configuration of a PostgreSQL cluster. This
   approach guarantees coherence across the entire high-availability cluster and
   aligns with best practices for Infrastructure-as-Code.

   In EDB CloudNativePG Cluster the default configuration disables the use of `ALTER SYSTEM`
   on new Postgres clusters. This decision is rooted in the recognition of
   potential risks associated with this command. To enable the use of `ALTER SYSTEM`,
   you can explicitly set `.spec.postgresql.enableAlterSystem` to `true`.

   !!! Warning
       Proceed with caution when utilizing `ALTER SYSTEM`. This command operates
       directly on the connected instance and does not undergo replication.
       EDB CloudNativePG Cluster assumes responsibility for certain fixed parameters and complete
       control over others, emphasizing the need for careful consideration.

   Starting from PostgreSQL 17, the `.spec.postgresql.enableAlterSystem` setting
   directly controls the [`allow_alter_system` GUC in PostgreSQL](https://www.postgresql.org/docs/17/runtime-config-compatible.html#GUC-ALLOW-ALTER-SYSTEM)
   — a feature directly contributed by EDB CloudNativePG Cluster to PostgreSQL.

   Prior to PostgreSQL 17, when `.spec.postgresql.enableAlterSystem` is set to
   `false`, the `postgresql.auto.conf` file is made read-only. Consequently, any
   attempt to execute the `ALTER SYSTEM` command will result in an error. The
   error message might look like this:

   ``` output ERROR:  could not open file "postgresql.auto.conf": Permission denied

Dynamic Shared Memory settings
------------------------------

PostgreSQL supports a few implementations for dynamic shared memory
management through the
```dynamic_shared_memory_type`` <https://www.postgresql.org/docs/current/runtime-config-resource.html#GUC-DYNAMIC-SHARED-MEMORY-TYPE>`__
configuration option. In EDB CloudNativePG Cluster we recommend to limit
ourselves to any of the following two values:

- ``posix``: which relies on POSIX shared memory allocated using
  ``shm_open`` (default setting)

- ``sysv``: which is based on System V shared memory allocated via
  ``shmget``

In PostgreSQL, this setting is particularly important for memory
allocation in parallel queries. For details, please refer to this
`thread from the ``pgsql-general`` mailing
list <https://www.postgresql.org/message-id/CA%2BhUKGJOj7qzDLxeFPVvto8YEWop6FSQoTYPO9Z6Ee%3Di-nPS_Q%40mail.gmail.com>`__.

POSIX shared memory
^^^^^^^^^^^^^^^^^^^

The default setting of ``posix`` should be enough in most cases,
considering that the operator automatically mounts a *memory-bound
``EmptyDir`` volume* called ``shm`` under ``/dev/shm``. You can verify
the size of such volume inside the running Postgres container with:

\``\` sh mount \| grep shm

::


   You should get something similar to the following output:

   ``` console shm on /dev/shm type tmpfs (rw,nosuid,nodev,noexec,relatime,size=******)

   edb_notranlate_22 yaml spec: ephemeralVolumesSizeLimit: shm: 1Gi

System V shared memory
^^^^^^^^^^^^^^^^^^^^^^

In case your Kubernetes cluster has a high enough value for the
``SHMMAX`` and ``SHMALL`` parameters, you can also set:

\``\` yaml dynamic_shared_memory_type: “sysv”

::


   You can check the `SHMMAX`/`SHMALL` from inside a PostgreSQL container, by running:

   ``` sh ipcs -lm

   edb_notranlate_25 console ------ Shared Memory Limits -------- max number of segments = 4096 max seg size (kbytes) = 18014398509465599 max total shared memory (kbytes) = 18014398509481980 min seg size (bytes) = 1

As you can see, the very high number of ``max total shared memory``
recommends setting ``dynamic_shared_memory_type`` to ``sysv``.

An alternate method is to run:

``sh cat /proc/sys/kernel/shmall cat /proc/sys/kernel/shmmax``

Fixed parameters
----------------

Some PostgreSQL configuration parameters should be managed exclusively
by the operator. The operator prevents the user from setting them using
a webhook.

Users are not allowed to set the following configuration parameters in
the ``postgresql`` section:

- ``allow_alter_system``

- ``allow_system_table_mods``

- ``archive_cleanup_command``

- ``archive_command``

- ``archive_mode``

- ``bonjour``

- ``bonjour_name``

- ``cluster_name``

- ``config_file``

- ``data_directory``

- ``data_sync_retry``

- ``edb_audit``

- ``edb_audit_destination``

- ``edb_audit_directory``

- ``edb_audit_filename``

- ``edb_audit_rotation_day``

- ``edb_audit_rotation_seconds``

- ``edb_audit_rotation_size``

- ``edb_audit_tag``

- ``edb_log_every_bulk_value``

- ``event_source``

- ``external_pid_file``

- ``hba_file``

- ``hot_standby``

- ``ident_file``

- ``jit_provider``

- ``listen_addresses``

- ``log_destination``

- ``log_directory``

- ``log_file_mode``

- ``log_filename``

- ``log_rotation_age``

- ``log_rotation_size``

- ``log_truncate_on_rotation``

- ``logging_collector``

- ``port``

- ``primary_conninfo``

- ``primary_slot_name``

- ``promote_trigger_file``

- ``recovery_end_command``

- ``recovery_min_apply_delay``

- ``recovery_target``

- ``recovery_target_action``

- ``recovery_target_inclusive``

- ``recovery_target_lsn``

- ``recovery_target_name``

- ``recovery_target_time``

- ``recovery_target_timeline``

- ``recovery_target_xid``

- ``restart_after_crash``

- ``restore_command``

- ``shared_preload_libraries``

- ``ssl``

- ``ssl_ca_file``

- ``ssl_cert_file``

- ``ssl_crl_file``

- ``ssl_dh_params_file``

- ``ssl_ecdh_curve``

- ``ssl_key_file``

- ``ssl_passphrase_command``

- ``ssl_passphrase_command_supports_reload``

- ``ssl_prefer_server_ciphers``

- ``stats_temp_directory``

- ``synchronous_standby_names``

- ``syslog_facility``

- ``syslog_ident``

- ``syslog_sequence_numbers``

- ``syslog_split_messages``

- ``unix_socket_directories``

- ``unix_socket_group``

- ``unix_socket_permissions``
