Configuring Postgres Enterprise Manager (PEM)
=============================================

TPA will install and configure PEM when ``tpaexec configure`` command is
run with ``--enable-pem`` command line option.

The default behavior with ``--enable-pem`` is to enable ``pem-agent``
role for all ``postgres`` instances in the cluster. ``pem-agent`` role
will also be added to barman nodes when ``--enable-pg-backup-api``
command line option is used alongside ``--enable-pem`` .

A dedicated instance named ``pemserver`` will also be added to the
cluster.

Since PEM server uses postgres backend; pemserver instance implicitly
uses ``postgres`` role as well which ensures that pemserver gets a valid
postgres cluster configured for use as PEM backend. All configuration
options available for a normal postgres instance are valid for PEM’s
backend postgres instance as well. See following for details:

- :ref:`pg_hba.conf <pg_hba.conf>`  

- :ref:`postgresql.conf <postgresql.conf>`  

Note that PEM is only available via EDB’s package repositories and
therefore requires a valid subscription.

Supported architectures
-----------------------

PEM is supported with all architectures via the ``--enable-pem``
configuration command line option, with the exception of the
BDR-Always-ON architecture when used with EDB Postgres Extended. You can
optionally edit the generated cluster config (config.yml) and assign or
remove ``pem-agent`` role from any postgres instance in the cluster in
order to enable or disable PEM there.

PEM component package versions
------------------------------

By default, TPA installs the latest available version of PEM agent and
PEM server.

The version of the PEM agent and PEM server packages that are installed
can be specified by including ``pem_agent_package_version: xxx`` and
``pem_server_package_version: xxx`` under the ``cluster_vars`` section
of the ``config.yml`` file.

.. code:: yaml

   cluster_vars:
       …
       pem_agent_package_version: 9.7.0-1.el9
       pem_server_package_version: 9.7.0-1.el9
       …

You may use any version specifier that apt or yum would accept.

If your version does not match, try appending a ``*`` wildcard. This is
often necessary when the package version has an epoch qualifier like
``2:...`` .

PEM configuration
-----------------

TPA will configure pem agents and pem server with the appropriate
instance-specific settings, with remaining settings set to the
respective default values. Some of the configuration options may be
exposed for user configuration at some point in future.

PEM server’s web interface is configured to run on https and uses 443
port for the same. PEM’s webserver configuration uses self-signed
certificates.

The default login credentials for the PEM server web interface use the
postgres backend database user, which is set to ``postgres`` for
postgresql and ``enterprisedb`` for EPAS clusters by default. You can
get the login password for the web interface by running
``tpaexec show-password $clusterdir $user`` .

Passing additional options when registering PEM agents
------------------------------------------------------

TPA registers each PEM agent in the cluster using the ``pemworker``
utility’s ``--register agent`` command.

A list of additional registration options can be passed by including
``pemagent_registration_opts`` in the cluster config.

For example:

.. code:: yml

     pemagent_registration_opts:
     - --enable-smtp true
     - --enable-heartbeat-connection
     - --allow-batch-probes true
     - -l DEBUG1

The :ref:`PEM documentation <Configuring Postgres Enterprise Manager (PEM)>` 

lists more information about registration options.

Useful extensions for the nodes with pem agent
----------------------------------------------

By default, TPA will add ``sql_profiler`` , ``edb_wait_states`` and
``query_advisor`` extensions to any instances that have ``pem-agent``
role.

This list of default extensions for pem-agent nodes can be overriden by
setting ``pemagent_extensions`` in config.yml.

If this list is empty, no extensions will be automatically included.

Providing an external certificate for PEM server SSL authentication
-------------------------------------------------------------------

By default, the PEM server creates a self-signed certificate pair,
``server-pem.crt`` and ``server-pem.key`` and configures the webserver
to use them for HTTPS access.

To provide your own certificate pair, create a directory under the root
of the cluster directory named ``ssl/pemserver`` and place the
certificate pair inside.

::

   cluster directory
   ├── ssl
   │   └── pemserver
   │       ├── externally-provided.crt
   │       └── externally-provided.key

Next, set the variables ``pem_server_ssl_certificate`` and
``pem_server_ssl_key`` with the respective file names as values for the
``vars:`` under the pem server instance or ``cluster_vars`` in the
cluster config file.

TPA will handle copying these files over to the pem server instance and
configure the webserver accordingly.

.. code:: yml


   - Name: pemserver
     location: main
     node: 4
     role:
     - pem-server
     vars:
       pem_server_ssl_certificate: externally-provided.crt
       pem_server_ssl_key: externally-provided.key

Shared PEM server
-----------------

Some deployments may want to use a single PEM server for monitoring and
managing multiple clusters in the organization. Shared pem server
deployment within tpaexec is supported via the ``pem_shared`` variable
that you could set via ``vars:`` under the pem server instance for the
given cluster config that plans to use an existing pem server.
``pem_shared`` is a boolean variable so possible values are true and
false(default). When declaring a pemserver instance as shared, we tell
the given cluster config that pemserver instance is in fact managed by a
separate cluster config that provisioned and deployed the pem server in
the first place. So any changes we wanted to make to the pem server
instance including postgres backend for pem would be managed by the
cluster where pemserver instance is NOT declared as a shared pem
instance.

A typical workflow for using a shared pem server across multiple
clusters would look something like this:

1. Create a tpaexec cluster with a single instance that has
   ``pem-server`` role (call it ‘pem-cluster’ for this example). We
   could as easily use the same workflow in a scenario where pem is
   provisioned as part of a larger cluster and not just a single
   instance that runs as pemserver but we use a single node cluster
   because it is easier to use that as an example and arguably easy to
   maintain as well.

2. In the other cluster (pg-cluster for example), reference this
   particular pemserver from $clusters/pem-cluster as a shared pem
   server instance and use ``bare`` as platform so we are not trying to
   create a new pemserver instance. Also specify the IP address of the
   pemserver that this cluster can use to access pemserver instance.

.. code:: yml

       - Name: pemserver
         node: 5
         role:
         - pem-server
         platform: bare
         public_ip: 13.213.53.205
         private_ip: 10.33.15.102
         vars:
           pem_shared: true

3. Before running deploy in the postgres cluster, make sure that
   pg-cluster can access pem server instance via ssh. You can allow this
   access by copying pg-cluster’s public key to pem server instance via
   ``ssh-copy-id`` and then do an ssh to make sure you can login without
   having to specify the password.

.. code:: bash

       # add pem-clusters key to the ssh-agent (handy for `aws` platform)
       $ cd $clusters/pem-cluster
       $ ssh-add id_pem-clutser
       $ cd $clusters/pg-cluster
       $ ssh-keyscan -4 $pem-server-ip >> known_hosts
       $ ssh-copy-id -i id_pg-cluster.pub -o UserKnownHostsFile=tpa_known_hosts $user@$pem-server-ip
       $ ssh -F ssh_config pemserver

4. Update postgresql config on pem server node so it allows connections
   from the new pg-cluster. You can modify existing pg_hba.conf on pem
   server by adding new entries to ``pem_postgres_extra_hba_settings``
   under ``vars:`` in pem-cluster’s config.yml. For example:

.. code:: yml

       instances:
       - Name: pemserver
         location: main
         node: 1
         role:
         - pem-server
         vars:
           pem_postgres_extra_hba_settings:
             - "# Allow pem connections from pg-cluster1.quire"
             - hostssl pem +pem_agent 10.33.15.108/32 cert
             - "# Allow pem connections from pg-cluster1.upside"
             - hostssl pem +pem_agent 10.33.15.104/32 cert
             - "# Allow pem connections from pg-cluster2.zippy"
             - hostssl pem +pem_agent 10.33.15.110/32 cert
             - "# Allow pem connections from pg-cluster2.utopic"
             - hostssl pem +pem_agent 10.33.15.109/32 cert

and then run ``tpaexec provision $clusters/pem-cluster`` followed by
``tpaexec deploy $clusters/pem-cluster`` . When complete, nodes from
your new pg-cluster should be able to speak with pem server backend.

5. In order to make sure pem agents from the nodes in pg-cluster can
   connect and register with the pem server backend, you must first
   ``export EDB_PEM_CREDENTIALS_FILE=/path/to/pem/credentials/file``
   before you run ``tpaexec deploy`` . Credentials file is a text file
   that contains your access credentials to the pemserver’s backend
   postgres instance in the ``username:password`` format.

.. code:: bash

       $ cat pem_creds
       postgres:f1I%fw!QmWevdzw#EL#$Ulu1cWhg7&RT

If you don’t know the backend password, you can get that by using
``show-password`` tpaexec command.

.. code:: bash

       tpaexec show-password $pem-clusterdir $user

6. Run ``tpaexec deploy $clusters/pg-cluster`` so pem is deployed on the
   new pg-cluster while using shared pem server instance.

!!!Note Mixed-platform clusters

By declaring the shared PEM instance as ``platform: bare`` you might
have changed your cluster to a mixed-platform cluster. This may require
you to adjust other parts of ``config.yml`` to accommodate this change.
Specifically, the ``instance_defaults`` section must only contain
settings which are applicable to all instances in the cluster. If, for
example, your ``instance_defaults`` contains a setting such as ``type``
which is only valid for ``platform: aws`` you must move that setting out
of ``instance_defaults`` and into only the instances which use the AWS
platform.

.. ::
   ## Connecting to the PEM UI

PEM UI runs on https interface so you can connect with a running
instance of PEM server via https://$pem-server-ip/pem. Login credentials
for PEM UI are set to the postgres backend user which uses ``postgres``
or ``enterprisedb`` for ``postgresql`` and ``epas`` flavours
respectively. tpaexec’s show-password command will show the password for
the backend user. For example:

.. code:: bash

   tpaexec show-password $clusterdir $user

See :ref:`PEM documentation <Configuring Postgres Enterprise Manager (PEM)>` 

for more details on PEM configuration and usage.
