1.2. Quickstart guide

1.2.1. Cluster configuration
1.2.2. Preparation
1.2.3. Deploy etcd one-node cluster
1.2.4. Deploy Shardman nodes
1.2.5. Shardman cluster initialization
1.2.6. Add nodes to Shardman cluster
1.2.7. Check the Shardman cluster status
1.2.8. Connect to a Shardman cluster
1.2.9. Create distributed tables

Shardman is composed of several software components:

Shardman provides fault tolerance out of the box. However, some infrastructure should exist before Postgres Pro Shardman deployment. Postgres Pro Shardman and stolon store their configuration in an etcd cluster. Therefore, we can use an existing etcd cluster, or we can deploy a simple one-node etcd cluster.

The shardmand daemon monitors the cluster configuration and manages stolon clusters, which are used to guarantee high availability of all shards. The common Shardman configuration (shardmand, stolon) is stored in an etcd cluster.

Currently Shardman packages are available for

1.2.1. Cluster configuration

Assume that we have three nodes for deploying Postgres Pro Shardman. Let’s make the first one for the etcd one-node cluster and the other two nodes for the Postgres Pro Shardman two-node cluster.

Let’s suppose that we have the following node names and IP addresses:

 10.1.1.10 etcd  - etcd one-node cluster
 10.1.1.20 sdm01 - Shardman node1
 10.1.1.21 sdm02 - Shardman node2

Each node has 4Gb RAM, 20GB HDD, 2CPU and Ubuntu 22.04 installed.

1.2.2. Preparation

1.2.2.1. Add host names to /etc/hosts

This step must be performed on all nodes.

  sudo /bin/sh -c 'cat << EOF >> /etc/hosts
  10.1.1.10 etcd
  10.1.1.20 sdm01
  10.1.1.21 sdm02
  EOF'

1.2.2.2. Time synchronization

This step must be performed on all nodes.

Deploy and start chrony daemon on all hosts.

  sudo apt update
  sudo apt install -y chrony
  sudo systemctl enable --now chrony

Check that chrony is working properly.

  chronyc tracking

Expected output:

  Reference ID    : C0248F82 (Time100.Stupi.SE)
  Stratum         : 2
  Ref time (UTC)  : Tue Apr 18 11:50:44 2023
  System time     : 0.000019457 seconds slow of NTP time
  Last offset     : -0.000005579 seconds
  RMS offset      : 0.000089375 seconds
  Frequency       : 30.777 ppm fast
  Residual freq   : -0.000 ppm
  Skew            : 0.003 ppm
  Root delay      : 0.018349268 seconds
  Root dispersion : 0.000334640 seconds
  Update interval : 1039.1 seconds
  Leap status     : Normal

1.2.3. Deploy etcd one-node cluster

Set up the following packages:

  sudo apt install -y vim wget curl iputils-ping

We use etcd API version 3, the Ubuntu 22.04 repository contains etcd, but an earlier version that is not good enough to make Shardman work.

Get the latest etcd version from github, download, unpack and move it to the /usr/local/bin folder.

export RELEASE=$(curl -s https://api.github.com/repos/etcd-io/etcd/releases/latest | grep tag_name | cut -d '"' -f 4)

  wget https://github.com/etcd-io/etcd/releases/download/${RELEASE}/etcd-${RELEASE}-linux-amd64.tar.gz
  tar xvf etcd-${RELEASE}-linux-amd64.tar.gz

  cd etcd-${RELEASE}-linux-amd64
  sudo mv etcd etcdctl etcdutl /usr/local/bin

  sudo groupadd --system etcd
  sudo useradd -s /sbin/nologin --system -g etcd etcd

  sudo mkdir -p /var/lib/etcd/
  sudo mkdir -p /etc/etcd

  sudo chown -R etcd:etcd /var/lib/etcd /etc/etcd

Prepare the systemd unit file for etcd.

  sudo /bin/sh -c 'cat << EOF > /etc/systemd/system/etcd.service
  [Unit]
  Description=etcd key-value store
  Documentation=https://github.com/etcd-io/etcd
  After=network.target

  [Service]
  User=etcd
  Type=notify
  ExecStart=/usr/local/bin/etcd --name=etcd --data-dir=/var/lib/etcd/ --initial-advertise-peer-urls=http://$(hostname -i | cut -d" " -f1):2380 --listen-peer-urls=http://0.0.0.0:2380 --advertise-client-urls=http://$(hostname -i | cut -d" " -f1):2379 --listen-client-urls=http://0.0.0.0:2379 --initial-cluster=etcd=http://etcd:2380
  Restart=always
  RestartSec=10s
  LimitNOFILE=40000

  [Install]
  WantedBy=multi-user.target
  EOF'

Start the etcd cluster.

  sudo systemctl daemon-reload
  sudo systemctl enable --now etcd
  sudo systemctl status etcd

Check that the etcd cluster is working properly.

  ss -tunelp | grep 2379

  tcp LISTEN 0 4096 *:2379 *:* uid:998 ino:25597 sk:1003 cgroup:/system.slice/etcd.service v6only:0 <->
  etcdctl member list

  9324a99282752a09, started, etcd, http://etcd:2380, http://10.1.1.10:2379, false

  etcdctl --endpoints=http://10.1.1.10:2379 endpoint health

  http://10.1.1.10:2379 is healthy: successfully committed proposal: took = 2.359542ms

  etcdctl put key test
  OK

  etcdctl get key
  key
  test

  etcdctl del key
  1

etcd one-node cluster is ready to serve requests.

1.2.4. Deploy Shardman nodes

Let’s add a Postgres Pro public Shardman repository on each node:

  sudo /bin/sh -c 'printf "deb [arch=amd64] http://repo.postgrespro.ru/pgprosm-14/ubuntu/ jammy main" > /etc/apt/sources.list.d/shardman.list'
  sudo curl -fsSL http://repo.postgrespro.ru/pgprosm-14/keys/GPG-KEY-POSTGRESPRO | sudo apt-key add -

Next step is installation of packages (on each node):

  sudo apt update
  sudo apt install -y postgrespro-sdm-14-server postgrespro-sdm-14-client postgrespro-sdm-14-contrib postgrespro-sdm-14-libs pg-probackup-sdm-14  shardman-services shardman-tools

Shardman executables will be installed into the /opt/pgpro/sdm-14/bin folder, and Shardman must use the etcd cluster to store configuration, let’s set some environment variables to simplify the cluster start process (on each node):

  export PATH=$PATH:/opt/pgpro/sdm-14/bin
  export SDM_STORE_ENDPOINTS=http://etcd:2379
  export SDM_CLUSTER_NAME=cluster0
  export SDM_LOG_LEVEL=debug

Setting these environment variables is equivalent to using shardmanctl utility keys (i.e. --log-level=debug, --cluster-name=cluster0, etc). In the following examples we use environment variables.

Suppose we have chosen a cluster name — cluster0. Next step needed to be executed is to put Shardman environment vars into the /etcd/shardman folder (on each node):

  sudo mkdir -p /etc/shardman

  sudo sh -c 'cat << EOF > /etc/shardman/shardmand-cluster0.env
  SDM_CLUSTER_NAME=cluster0
  SDM_LOG_LEVEL=info
  SDM_STORE_ENDPOINTS=http://etcd:2379
  EOF'

Let’s generate a sample configuration with the Shardman utilities (only on one node).

  shardmanctl config generate > spec.json

In this step you can make some changes to the cluster specification (configuration), i.e., password or PostgreSQL shared_buffer parameters and so on.

1.2.5. Shardman cluster initialization

Now we have some final steps. First, let's initialize the cluster configuration in etcd (only on one [any] node).

  shardmanctl init -f spec.json

The expected output is:

  2023-04-18T12:30:03.043Z	DEBUG	cmd/common.go:100	Waiting for metadata lock...
  2023-04-18T12:30:03.048Z	DEBUG	cluster/cluster.go:365	DataDir is not specified, setting to default /var/lib/pgpro/sdm-14/data

Enable and start the shardmand service (on each node):

  sudo systemctl enable --now shardmand@cluster0
  sudo systemctl status shardmand@cluster0
  ● shardmand@cluster0.service - deployment daemon for shardman
       Loaded: loaded (/lib/systemd/system/shardmand@.service; enabled; vendor preset: enabled)
       Active: active (running) since Tue 2023-04-18 12:28:18 UTC; 2min 13s ago
         Docs: https://github.com/postgrespro/shardman
     Main PID: 618 (shardmand)
        Tasks: 10 (limit: 4571)
       Memory: 32.0M
          CPU: 422ms
       CGroup: /system.slice/system-shardmand.slice/shardmand@cluster0.service
               └─618 /opt/pgpro/sdm-14/bin/shardmand --cluster-name cluster0 --system-bus --user postgres

1.2.6. Add nodes to Shardman cluster

In this step we assume that all previous steps were executed successfully: etcd cluster is working properly, the time on all hosts is synchronizedc, and the daemon is launched on sdm01 and sdm02. The final step should be executed under postgres Linux user:

  sudo su - postgres

  /opt/pgpro/sdm-14/bin/shardmanctl nodes add -n sdm01,sdm02 \
             --cluster-name cluster0 \
             --log-level debug \
             --store-endpoints=http://etcd:2379 

The expected output should be:

  2023-04-18T12:43:11.300Z	DEBUG	cmd/common.go:100	Waiting for metadata lock...
  2023-04-18T12:43:11.306Z	INFO	cluster/store.go:277	Checking if shardmand on all nodes have applied current cluster configuration
  ✓ Waiting for shardmand on node sdm01 to apply current configuration: success 0.000s
  ✓ Waiting for shardmand on node sdm02 to apply current configuration: success 0.000s
  2023-04-18T12:43:11.307Z	INFO	add/case.go:112	Initting Stolon instances...
  2023-04-18T12:43:11.312Z	INFO	add/case.go:170	Waiting for Stolon daemons to start... make sure shardmand daemons are running on the nodes
  ✓ Waiting for Stolon daemons of rg clover-1-sdm01: success 31.012s
  ✓ Waiting for Stolon daemons of rg clover-1-sdm02: success 0.012s
  2023-04-18T12:43:42.336Z	INFO	add/case.go:187	Adding repgroups...
  ✓ waiting rg 1 config apply: done 7.014s
  2023-04-18T12:43:49.444Z	DEBUG	broadcaster/worker.go:33	start broadcaster worker for repgroup id=1
  2023-04-18T12:43:49.453Z	DEBUG	broadcaster/worker.go:51	repgroup 1 connect established
  2023-04-18T12:43:49.453Z	DEBUG	commands/addrepgroup.go:575	waiting for extension lock...
  2023-04-18T12:43:49.453Z	DEBUG	commands/addrepgroup.go:137	Loading schema into replication group rg 1
  ...
  2023-04-18T12:44:25.665Z	DEBUG	rebalance/service.go:528	wait all tasks finish
  2023-04-18T12:44:25.666Z	DEBUG	broadcaster/worker.go:75	finish broadcaster worker for repgroup id=1
  2023-04-18T12:44:25.666Z	DEBUG	broadcaster/worker.go:75	finish broadcaster worker for repgroup id=2
  2023-04-18T12:44:25.666Z	INFO	add/case.go:221	Successfully added nodes sdm01, sdm02 to the cluster

The Successfully added nodes sdm01, sdm02 to the cluster message means that everything is fine and nodes sdm01 and sdm02 are working properly.

1.2.7. Check the Shardman cluster status

Let's check the status of the cluster nodes

  shardmanctl status
  ┌──────────────────────────────────────────────────────────────────────────────────────────────────┐
  │                                        == STORE STATUS ==                                        │
  ├───────────┬──────────────────────────────────────────┬─────────────────────┬─────────────────────┤
  │   STATUS  │                  MESSAGE                 │  REPLICATION GROUP  │         NODE        │
  ├───────────┼──────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │  Warning  │ Store has only one member, consider      │                     │                     │
  │           │ deploying store cluster                  │                     │                     │
  └───────────┴──────────────────────────────────────────┴─────────────────────┴─────────────────────┘
  ┌─────────────────────────────────────────────────────────────────────────────────────────────────┐
  │                                      == TOPOLOGY STATUS ==                                      │
  ├───────────┬─────────────────────────────────────────┬─────────────────────┬─────────────────────┤
  │   STATUS  │                 MESSAGE                 │  REPLICATION GROUP  │         NODE        │
  ├───────────┼─────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │   CROSS   │ Topology placement policy is CROSS      │                     │                     │
  └───────────┴─────────────────────────────────────────┴─────────────────────┴─────────────────────┘
  ┌─────────────────────────────────────────────────────────────────────────────────────────────────┐
  │                                      == METADATA STATUS ==                                      │
  ├───────────┬─────────────────────────────────────────┬─────────────────────┬─────────────────────┤
  │   STATUS  │                 MESSAGE                 │  REPLICATION GROUP  │         NODE        │
  ├───────────┼─────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │     OK    │ Metadata is OK                          │                     │                     │
  └───────────┴─────────────────────────────────────────┴─────────────────────┴─────────────────────┘
  ┌─────────────────────────────────────────────────────────────────────────────────────────────────┐
  │                                      == SHARDMAND STATUS ==                                     │
  ├───────────┬─────────────────────────────────────────┬─────────────────────┬─────────────────────┤
  │   STATUS  │                 MESSAGE                 │  REPLICATION GROUP  │         NODE        │
  ├───────────┼─────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │     OK    │ shardmand on node sdm01 is OK           │                     │        sdm01        │
  ├───────────┼─────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │     OK    │ shardmand on node sdm02 is OK           │                     │        sdm02        │
  └───────────┴─────────────────────────────────────────┴─────────────────────┴─────────────────────┘
  ┌─────────────────────────────────────────────────────────────────────────────────────────────────┐
  │                                  == REPLICATION GROUP STATUS ==                                 │
  ├───────────┬─────────────────────────────────────────┬─────────────────────┬─────────────────────┤
  │   STATUS  │                 MESSAGE                 │  REPLICATION GROUP  │         NODE        │
  ├───────────┼─────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │     OK    │ Replication group clover-1-sdm01 is OK  │    clover-1-sdm01   │                     │
  ├───────────┼─────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │     OK    │ Replication group clover-1-sdm02 is OK  │    clover-1-sdm02   │                     │
  └───────────┴─────────────────────────────────────────┴─────────────────────┴─────────────────────┘
  ┌──────────────────────────────────────────────────────────────────────────────────────────────────┐
  │                                        == MASTER STATUS ==                                       │
  ├───────────┬──────────────────────────────────────────┬─────────────────────┬─────────────────────┤
  │   STATUS  │                  MESSAGE                 │  REPLICATION GROUP  │         NODE        │
  ├───────────┼──────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │     OK    │ Replication group clover-1-sdm01 master  │    clover-1-sdm01   │      sdm01:5432     │
  │           │ is running on sdm01:5432                 │                     │                     │
  ├───────────┼──────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │     OK    │ Replication group clover-1-sdm02 master  │    clover-1-sdm02   │      sdm02:5432     │
  │           │ is running on sdm02:5432                 │                     │                     │
  └───────────┴──────────────────────────────────────────┴─────────────────────┴─────────────────────┘
  ┌──────────────────────────────────────────────────────────────────────────────────────────────────┐
  │                                      == DICTIONARY STATUS ==                                     │
  ├───────────┬──────────────────────────────────────────┬─────────────────────┬─────────────────────┤
  │   STATUS  │                  MESSAGE                 │  REPLICATION GROUP  │         NODE        │
  ├───────────┼──────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │     OK    │ Replication group clover-1-sdm01         │    clover-1-sdm01   │                     │
  │           │ dictionary is OK                         │                     │                     │
  ├───────────┼──────────────────────────────────────────┼─────────────────────┼─────────────────────┤
  │     OK    │ Replication group clover-1-sdm02         │    clover-1-sdm02   │                     │
  │           │ dictionary is OK                         │                     │                     │
  └───────────┴──────────────────────────────────────────┴─────────────────────┴─────────────────────┘

1.2.8. Connect to a Shardman cluster

To connect to the cluster we should get the cluster connection string on any cluster node (sdm01 or sdm02):

  shardmanctl getconnstr

  dbname=postgres host=sdm01,sdm02 password=!!!CHANGE_ME!!! port=5432,5432 user=postgres

And then let’s try to connect:

  psql -d 'dbname=postgres host=sdm01,sdm02 password=!!!CHANGE_ME!!! port=5432,5432 user=postgres'

  psql (14.7)
  Type "help" for help.

  postgres=#

1.2.9. Create distributed tables

Let's try to create a distributed table and check if everything is working properly.

  postgres=# create table x(id int primary key, t text) with (distributed_by='id',num_parts=2);
  CREATE TABLE

  postgres=# \d
                   List of relations
    Schema |  Name   |       Type        |  Owner
   --------+---------+-------------------+----------
    public | x       | partitioned table | postgres
    public | x_0     | table             | postgres
    public | x_1_fdw | foreign table     | postgres
   (3 rows)

  postgres=# \d x_0
    Table "public.x_0"
    Column |  Type   | Collation | Nullable | Default
   --------+---------+-----------+----------+---------
    id     | integer |           | not null |
    t      | text    |           |          |
   Partition of: x FOR VALUES WITH (modulus 2, remainder 0)
   Indexes:
       "x_0_pkey" PRIMARY KEY, btree (id)

  postgres=# \d x_1_fdw
                   Foreign table "public.x_1_fdw"
   Column |  Type   | Collation | Nullable | Default | FDW options
  --------+---------+-----------+----------+---------+-------------
   id     | integer |           | not null |         |
   t      | text    |           |          |         |
  Partition of: x FOR VALUES WITH (modulus 2, remainder 1)
  Server: shardman_rg_2
  FDW options: (table_name 'x_1')

  postgres=# insert into x values (6,'t'),(9,'t'),(11,'t');
  INSERT 0 3

  postgres=# select * from x_0;
   id | t
  ----+---
    1 | t
    2 | t
  (2 rows)

  postgres=# select * from x_1_fdw;
   id | t
  ----+---
    3 | t
  (1 row)

Everything works as expected.