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quickstart.md

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Quickstart

This section describes how to test a PostgreSQL cluster on your laptop/computer using CloudNativePG on a local Kubernetes cluster in Kind or Minikube.

!!! Warning The instructions contained in this section are for demonstration, testing, and practice purposes only and must not be used in production.

Like any other Kubernetes application, CloudNativePG is deployed using regular manifests written in YAML.

By following the instructions on this page you should be able to start a PostgreSQL cluster on your local Kubernetes installation and experiment with it.

!!! Important Make sure that you have kubectl installed on your machine in order to connect to the Kubernetes cluster. Please follow the Kubernetes documentation on how to install kubectl.

Part 1 - Setup the local Kubernetes playground

The first part is about installing Minikube or Kind. Please spend some time reading about the systems and decide which one to proceed with. After setting up one of them, please proceed with part 2.

We also provide instructions for setting up monitoring with Prometheus and Grafana for local testing/evaluation, in part 4

Minikube

Minikube is a tool that makes it easy to run Kubernetes locally. Minikube runs a single-node Kubernetes cluster inside a Virtual Machine (VM) on your laptop for users looking to try out Kubernetes or develop with it day-to-day. Normally, it is used in conjunction with VirtualBox.

You can find more information in the official Kubernetes documentation on how to install Minikube in your local personal environment. When you installed it, run the following command to create a minikube cluster:

minikube start

This will create the Kubernetes cluster, and you will be ready to use it. Verify that it works with the following command:

kubectl get nodes

You will see one node called minikube.

Kind

If you do not want to use a virtual machine hypervisor, then Kind is a tool for running local Kubernetes clusters using Docker container "nodes" (Kind stands for "Kubernetes IN Docker" indeed).

Install kind on your environment following the instructions in the Quickstart, then create a Kubernetes cluster with:

kind create cluster --name pg

Part 2 - Install CloudNativePG

Now that you have a Kubernetes installation up and running on your laptop, you can proceed with CloudNativePG installation.

Please refer to the "Installation" section and then proceed with the deployment of a PostgreSQL cluster.

Part 3 - Deploy a PostgreSQL cluster

As with any other deployment in Kubernetes, to deploy a PostgreSQL cluster you need to apply a configuration file that defines your desired Cluster.

The cluster-example.yaml sample file defines a simple Cluster using the default storage class to allocate disk space:

# Example of PostgreSQL cluster
apiVersion: postgresql.cnpg.io/v1
kind: Cluster
metadata:
  name: cluster-example
spec:
  instances: 3

  # 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
  storage:
    size: 1Gi

!!! Note "There's more" For more detailed information about the available options, please refer to the "API Reference" section.

In order to create the 3-node PostgreSQL cluster, you need to run the following command:

kubectl apply -f cluster-example.yaml

You can check that the pods are being created with the get pods command:

kubectl get pods

That will look for pods in the default namespace. To separate your cluster from other workloads on your Kubernetes installation, you could always create a new namespace to deploy clusters on. Alternatively, you can use labels. The operator will apply the cnpg.io/cluster label on all objects relevant to a particular cluster. For example:

kubectl get pods -l cnpg.io/cluster=<CLUSTER>

!!! Important Note that we are using cnpg.io/cluster as the label. In the past you may have seen or used postgresql. This label is being deprecated, and will be dropped in the future. Please use cngp.io/cluster.

By default, the operator will install the latest available minor version of the latest major version of PostgreSQL when the operator was released. You can override this by setting the imageName key in the spec section of the Cluster definition. For example, to install PostgreSQL 13.6:

apiVersion: postgresql.cnpg.io/v1
kind: Cluster
metadata:
   # [...]
spec:
   # [...]
   imageName: ghcr.io/cloudnative-pg/postgresql:13.6
   #[...]

!!! Important The immutable infrastructure paradigm requires that you always point to a specific version of the container image. Never use tags like latest or 13 in a production environment as it might lead to unpredictable scenarios in terms of update policies and version consistency in the cluster. For strict deterministic and repeatable deployments, you can add the digests to the image name, through the <image>:<tag>@sha256:<digestValue> format.

!!! Note "There's more" There are some examples cluster configurations bundled with the operator. Please refer to the "Examples" section.

Part 4 - Monitor clusters with Prometheus and Grafana

!!! Important Installing Prometheus and Grafana is beyond the scope of this project. The instructions in this section are provided for experimentation and illustration only.

In this section we show how to deploy Prometheus and Grafana for observability, and how to create a Grafana Dashboard to monitor CloudNativePG clusters, and a set of Prometheus Rules defining alert conditions.

We leverage the Kube-Prometheus stack, Helm chart, which is maintained by the Prometheus Community. Please refer to the project website for additional documentation and background.

The Kube-Prometheus-stack Helm chart installs the Prometheus Operator, including the Alert Manager, and a Grafana deployment.

We include a configuration file for the deployment of this Helm chart that will provide useful initial settings for observability of CloudNativePG clusters.

Installation

If you don't have Helm installed yet, please follow the instructions to install it in your system.

We need to add the prometheus-community helm chart repository, and then install the Kube Prometheus stack using the sample configuration we provide:

We can accomplish this with the following commands:

helm repo add prometheus-community \
  https://prometheus-community.github.io/helm-charts

helm upgrade --install \
  -f https://raw.githubusercontent.com/cloudnative-pg/cloudnative-pg/main/docs/src/samples/monitoring/kube-stack-config.yaml \
  prometheus-community \
  prometheus-community/kube-prometheus-stack

After completion, you will have Prometheus, Grafana and Alert Manager installed with values from the kube-stack-config.yaml file:

  • From the Prometheus installation, you will have the Prometheus Operator watching for any PodMonitor (see monitoring).
  • The Grafana installation will be watching for a Grafana dashboard ConfigMap.

!!! Seealso For further information about the above command see the helm install documentation.

You can see several Custom Resources have been created:

% kubectl get crds
NAME                                        CREATED AT
…
alertmanagers.monitoring.coreos.com         <timestamp>
…
prometheuses.monitoring.coreos.com          <timestamp>
prometheusrules.monitoring.coreos.com       <timestamp>

as well as a series of Services:

% kubectl get svc     
NAME                                      TYPE        PORT(S)
…                                         …           …
prometheus-community-grafana              ClusterIP   80/TCP
prometheus-community-kube-alertmanager    ClusterIP   9093/TCP
prometheus-community-kube-operator        ClusterIP   443/TCP
prometheus-community-kube-prometheus      ClusterIP   9090/TCP

Viewing with Prometheus

At this point, a CloudNativePG cluster deployed with Monitoring activated would be observable via Prometheus.

For example, you could deploy a simple cluster with PodMonitor enabled:

kubectl apply -f - <<EOF
---
apiVersion: postgresql.cnpg.io/v1
kind: Cluster
metadata:
  name: cluster-with-metrics
spec:
  instances: 3

  storage:
    size: 1Gi

  monitoring:
    enablePodMonitor: true
EOF

To access Prometheus, port-forward the Prometheus service:

kubectl port-forward svc/prometheus-community-kube-prometheus 9090

Then access the Prometheus console locally at: http://localhost:9090/

Assuming that the monitoring stack was successfully deployed, and you have a Cluster with enablePodMonitor: true you should find a series of metrics relating to CloudNativePG clusters. Again, please refer to the monitoring section for more information.

local prometheus

You can now define some alerts by creating a prometheusRule:

kubectl apply -f \
  https://raw.githubusercontent.com/cloudnative-pg/cloudnative-pg/main/docs/src/samples/monitoring/cnpg-prometheusrule.yaml

You should see the default alerts now:

% kubectl get prometheusrules                      
NAME                                                       AGE
cnpg-default-alerts                                        3m27s

In the Prometheus console, you can click on the Alerts menu to see the alerts we just installed.

Grafana Dashboard

In our "plain" installation, Grafana is deployed with no predefined dashboards.

You can port-forward:

kubectl port-forward svc/prometheus-community-grafana 3000:80

And access Grafana locally at http://localhost:3000/ providing the credentials admin as username, prom-operator as password (defined in kube-stack-config.yaml).

We can now install our sample Grafana dashboard:

kubectl apply -f \
  https://raw.githubusercontent.com/cloudnative-pg/cloudnative-pg/main/docs/src/samples/monitoring/grafana-configmap.yaml

Which will be picked up by the Grafana page in a few seconds. You should now see the CloudNativePG dashboard.

local grafana

Note that in our example setup, both Prometheus and Grafana will pick up any other CloudNativePG clusters deployed with Monitoring activated.