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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 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.

Startup, Liveness, and Readiness Probes

CloudNativePG leverages PostgreSQL's pg_isready to implement Kubernetes startup, liveness, and readiness probes.

Startup Probe

The startup probe ensures that a PostgreSQL instance, whether a primary or standby, has fully started according to pg_isready. While the startup probe is running, the liveness and readiness probes remain disabled. Following Kubernetes standards, if the startup probe fails, the kubelet will terminate the container, which will then be restarted.

The startup probe provided by CloudNativePG is configurable via the parameter .spec.startDelay, which specifies the maximum time, in seconds, allowed for the startup probe to succeed. At a minimum, the probe requires pg_isready to return 0 or 1.

By default, the startDelay is set to 3600 seconds. It is recommended to adjust this setting based on the time PostgreSQL needs to fully initialize in your specific 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.

CloudNativePG configures the startup probe with the following default parameters:

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

The failureThreshold value is automatically calculated by dividing startDelay by periodSeconds.

You can customize any of the probe settings in the .spec.probes.startup section of your configuration.

!!! Warning Be sure that any custom probe settings are tailored to your cluster's operational requirements to avoid unintended disruptions.

!!! Info For more details on probe configuration, refer to the probe API documentation.

If you manually specify .spec.probes.startup.failureThreshold, it will override the default behavior and disable the automatic use of startDelay.

For example, the following configuration explicitly sets custom probe parameters, bypassing startDelay:

# ... snip
spec:
  probes:
    startup:
      periodSeconds: 3
      timeoutSeconds: 3
      failureThreshold: 10

Liveness Probe

The liveness probe begins after the startup probe successfully completes. Its primary role is to ensure the PostgreSQL instance—whether primary or standby—is operating correctly. This is achieved using the pg_isready utility. Both exit codes 0 (indicating the server is accepting connections) and 1 (indicating the server is rejecting connections, such as during startup or a smart shutdown) are treated as valid outcomes. Following Kubernetes standards, if the liveness probe fails, the kubelet will terminate the container, which will then be restarted.

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

CloudNativePG configures the liveness probe with the following default parameters:

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

The failureThreshold value is automatically calculated by dividing livenessProbeTimeout 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.

You can customize any of the probe settings in the .spec.probes.liveness section of your configuration.

!!! Warning Be sure that any custom probe settings are tailored to your cluster's operational requirements to avoid unintended disruptions.

!!! Info For more details on probe configuration, refer to the probe API documentation.

If you manually specify .spec.probes.liveness.failureThreshold, it will override the default behavior and disable the automatic use of livenessProbeTimeout.

For example, the following configuration explicitly sets custom probe parameters, bypassing livenessProbeTimeout:

# ... snip
spec:
  probes:
    liveness:
      periodSeconds: 3
      timeoutSeconds: 3
      failureThreshold: 10

Readiness Probe

The readiness probe begins once the startup probe has successfully completed. Its purpose is to check whether the PostgreSQL instance is ready to accept traffic and serve requests. For streaming replicas, it also requires that they have connected to the source at least once. Following Kubernetes standards, if the readiness probe fails, the pod will be marked unready and will not receive traffic from any services.

CloudNativePG uses the following default configuration for the readiness probe:

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:

# ... 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.

!!! Info For more information on configuring probes, see the probe API.

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.