Postgres instance manager
=========================

EDB CloudNativePG Cluster 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 server 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 <https://kubernetes.io/docs/concepts/workloads/pods/pod-lifecycle/#container-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.

Startup Probe
^^^^^^^^^^^^^

The ``.spec.startDelay`` parameter specifies the delay (in seconds)
before the liveness probe activates after a PostgreSQL Pod starts. By
default, this is set to ``3600`` seconds. You should adjust this value
based on the time PostgreSQL requires to fully initialize in your
environment.

..  Warning::
   Setting `.spec.startDelay`  too low can cause the liveness probe to activate prematurely, potentially resulting in unnecessary Pod restarts if PostgreSQL hasn’t fully initialized.

EDB CloudNativePG Cluster configures the startup probe with the
following default parameters:

.. code:: yaml

   failureThreshold: FAILURE_THRESHOLD
   periodSeconds: 10
   successThreshold: 1
   timeoutSeconds: 5

Here, ``FAILURE_THRESHOLD`` is calculated as ``startDelay`` divided by
``periodSeconds`` .

If the default behavior based on ``startDelay`` is not suitable for your
use case, you can take full control of the startup probe by specifying
custom parameters in the ``.spec.probes.startup`` stanza. Note that
defining this stanza will override the default behavior, including the
use of ``startDelay`` .

..  Warning::
   Ensure that any custom probe settings are aligned with your cluster’s operational requirements to prevent unintended disruptions.

..  Note::
   For detailed information about probe configuration, refer to the :ref:`probe API <pg4k.v1.md#postgresql-k8s-enterprisedb-io-v1-Probe>`  .

For example, the following configuration bypasses ``startDelay``
entirely:

.. code:: yaml


   #  ... snip

   spec:
     probes:
       startup:
         periodSeconds: 3
         timeoutSeconds: 3
         failureThreshold: 10

Liveness Probe
^^^^^^^^^^^^^^

The liveness probe begins after the startup probe succeeds and is
responsible for detecting if the PostgreSQL instance has entered a
broken state that requires a restart of the pod.

The amount of time before a Pod is classified as not alive is
configurable via the ``.spec.livenessProbeTimeout`` parameter.

EDB CloudNativePG Cluster configures the liveness probe with the
following default parameters:

.. code:: yaml

   failureThreshold: FAILURE_THRESHOLD
   periodSeconds: 10
   successThreshold: 1
   timeoutSeconds: 5

Here, ``FAILURE_THRESHOLD`` is calculated as ``livenessProbeTimeout``
divided by ``periodSeconds`` .

By default, ``.spec.livenessProbeTimeout`` is set to ``30`` seconds.
This means the liveness probe will report a failure if it detects three
consecutive probe failures, with a 10-second interval between each
check.

If the default behavior using ``livenessProbeTimeout`` does not meet
your needs, you can fully customize the liveness probe by defining
parameters in the ``.spec.probes.liveness`` stanza. Keep in mind that
specifying this stanza will override the default behavior, including the
use of ``livenessProbeTimeout`` .

..  Warning::
   Ensure that any custom probe settings are aligned with your cluster’s operational requirements to prevent unintended disruptions.

..  Note::
   For more details on probe configuration, refer to the :ref:`probe API <pg4k.v1.md#postgresql-k8s-enterprisedb-io-v1-Probe>`  .

For example, the following configuration overrides the default behavior
and bypasses ``livenessProbeTimeout`` :

.. code:: yaml


   #  ... snip

   spec:
     probes:
       liveness:
         periodSeconds: 3
         timeoutSeconds: 3
         failureThreshold: 10

Readiness Probe
^^^^^^^^^^^^^^^

The readiness probe determines when a pod running a PostgreSQL instance
is prepared to accept traffic and serve requests.

EDB CloudNativePG Cluster uses the following default configuration for
the readiness probe:

.. code:: yaml

   failureThreshold: 3
   periodSeconds: 10
   successThreshold: 1
   timeoutSeconds: 5

If the default settings do not suit your requirements, you can fully
customize the readiness probe by specifying parameters in the
``.spec.probes.readiness`` stanza. For example:

.. code:: yaml


   #  ... snip

   spec:
     probes:
       readiness:
         periodSeconds: 3
         timeoutSeconds: 3
         failureThreshold: 10

..  Warning::
   Ensure that any custom probe settings are aligned with your cluster’s operational requirements to prevent unintended disruptions.

..  Note::
   For more information on configuring probes, see the :ref:`probe API <pg4k.v1.md#postgresql-k8s-enterprisedb-io-v1-Probe>`  .

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  :ref:`Purpose of Release Candidates <Purpose of Release Candidates>`  , 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  :ref:`Purpose of Release Candidates <Purpose of Release Candidates>` 

and :ref:`RTO and RPO impact <RTO and RPO impact>`  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 :ref:`Automated failover for self-healing <Automated failover for self-healing>`  for details.

Disk Full Failure
-----------------

Storage exhaustion is a well known issue for PostgreSQL clusters. The
`PostgreSQL documentation <https://www.postgresql.org/docs/current/diskusage.html#DISK-FULL>`_ 

highlights the possible failure scenarios and the importance of
monitoring disk usage to prevent it from becoming full.

The same applies to EDB CloudNativePG Cluster and Kubernetes as well:
the :ref:`Monitoring and metrics <Monitoring and metrics>` 

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. EDB CloudNativePG Cluster
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 :ref:`Volume expansion <Volume expansion>`  of the documentation.
