Cluster configuration v23

With TPA, the way to make any configuration change to a cluster is to edit config.yml and run the provision/deploy/test cycle. The process is carefully designed to be idempotent, and to make changes only in response to a change in the configuration or a change on the instances.

The tpaexec configure command will generate a sensible config.yml file for you, but it covers only the most common topology and configuration options. If you need something beyond the defaults, or you need to make changes after provisioning the cluster, you will need to edit config.yml anyway.

This page is an overview of the configuration mechanisms available. There's a separate page with more details about the specific variables you can set to customise the deployment process.

config.yml

Your config.yml file is a YAML format text file that represents all aspects of your desired cluster configuration. Here's a minimal example of a cluster with two instances:

cluster_name: speedy

cluster_vars:
  postgres_version: 14

instances:
- node: 1
  Name: one
  role: primary
  platform: docker
  vars:
    ansible_user: root
    x: 42

- node: 2
  Name: two
  role: replica
  platform: docker
  upstream: one
  vars:
    ansible_user: root
    x: 53

These three definitions are central to your cluster configuration. The file may contain many other definitions (including platform-specific details), but the list of instances with vars set either for one instance or for the whole cluster are the basic building blocks of every TPA configuration.

All tpaexec configure options translate to config.yml variables in some way. A single option may affect several variables (e.g., --bdr-version could set postgres_version, edb_repositories, extra_postgres_extensions, and so on), but you can always accomplish with an editor what you could by running the command.

In terms of YAML syntax, config.yml as a whole represents a hash with keys such as cluster_vars and instances. You must ensure that each key is defined only once. If you were to inadvertently repeat the cluster_vars, say, the second definition would completely override the former, and your next deployment could make unintended changes because of missing (shadowed) variables.

TPA checks the consistency of the overall cluster topology (for example, if you declare an instance with the role "replica", you must also declare the name of its upstream instance, and that instance must exist), but it will not prevent you from setting any variable you like on the instances. You must exercise due caution, and try out changes in a test environment before rolling them out into production.

Variables

In Ansible terminology, most configuration settings are “inventory variables”—TPA will translate cluster_vars into group_vars (that apply to the cluster as a whole) and each instance's vars into host_vars in the inventory during provisioning, and deployment will use the inventory values. After you change config.yml, you must remember to run tpaexec provision before tpaexec deploy.

Any variable can be set for the entire cluster, or an individual host, or both; host variables override group variables. In practice, setting x: 42 in cluster_vars is no different from setting it in every host's vars. A host that needs x during deployment will see the value 42 either way. A host will always see the most specific value, so it is convenient to set some default value for the group and override it for specific instances as required.

Whenever possible, defining variables in cluster_vars and overriding them for specific instances results in a concise configuration that is easier to review and change (less repetition). Beyond that, it's up to you to decide whether any given setting makes more sense as a group or host variable.

Cluster variables

The keys under cluster_vars may map to any valid YAML type, and will be translated directly into group variables in the Ansible inventory:

cluster_vars:
  postgres_version: 14
  edb_repositories:
  - enterprise
  - postgres_distributed
  postgres_conf_settings:
    bdr.trace_replay: true

In this case, tpaexec provision will write three variables (a string, a list, and a hash) to the inventory in group_vars/tag_Cluster_name/01-cluster_name.yml.

Instance variables

This documentation uses the term “instance variables” to refer to any variables that are defined for a specific instance in config.yml. For example, here's a typical instance definition:

instances:
- Name: unwind
  node: 1
  backup: unkempt
  location: a
  role:
  - primary
  - bdr
  volumes:
  - device_name: root
    encrypted: true
    volume_size: 16
    volume_type: gp2
  - device_name: /dev/xvdf
    encrypted: true
    vars:
      volume_for: postgres_data
    volume_size: 64
    volume_type: gp2
  platform: aws
  type: t3.micro
  vars:
    ansible_user: ec2-user
    postgres_conf_directory: /opt/postgres/conf

The variables defined in this instance's vars will all become host variables in the inventory, but all host vars in the inventory do not come from vars alone. Some other instance settings, including platform, location, volumes, and role are also copied to the inventory as host vars (but you cannot define these settings under vars or cluster_vars instead).

The settings outside vars may describe the properties of the instance (e.g., Name and node) or its place in the topology of the cluster (e.g., role, backup) or they may be platform-specific attributes (e.g., instance type and volumes). Other than knowing that they cannot be defined under vars, it is rarely necessary to distinguish between these instance “settings” and instance “variables”.

In this case, tpaexec provision will write a number of host variables to the inventory in host_vars/unwind/01-instance_vars.yml.

instance_defaults

This is a mechanism to further reduce repetition in config.yml. It is most useful for instance settings that cannot be defined as cluster_vars. For example, you could write the following:

instance_defaults:
  platform: aws
  type: t3.micro
  tags:
    AWS_ENVIRONMENT_SPECIFIC_TAG_KEY: some_mandated_value

instances:
- node: 1
  Name: one
- node: 2
  Name: two
-

Whatever you specify under instance_defaults serves as the default for every entry in instances. In this example, it saves spelling out the platform and type of each instance, and makes it easier to change all your instances to a different type. If any instance specifies a different value, it will of course take precedence over the default.

It may help to think of instance_defaults as being a macro facility to use in defining instances. What is ultimately written to the inventory comes from the (expanded) definition of instances alone. If you're trying to decide whether to put something in cluster_vars or instance_defaults, it probably belongs in the former unless it cannot be defined as a variable (e.g., platform or type), which is true for many platform-specific properties (such as AWS resource tags) that are used only in provisioning, and not during deployment.

The instance_defaults mechanism does nothing to stop you from using it to fill in the vars for an instance (default hash values are merged with any hash specified in the instances entry). However, there is no particular advantage to doing this rather than setting the same default in cluster_vars and overriding it for an instance if necessary. When in doubt, use cluster_vars.

Locations

You can also specify a list of locations in config.yml:

locations:
- Name: first
  az: eu-west-1a
  region: eu-west-1
  subnet: 10.33.110.128/28

- Name: second
  az: us-east-1b
  region: us-east-1
  subnet: 10.33.75.0/24

instances:
- node: 1
  Name: one
  location: first
…

If an instance specifies location: first (or location: 0), the settings under that location serve as defaults for that instance. Again, just like instance_defaults, an instance may override the defaults that it inherits from its location. And again, you can use this feature to fill in vars for an instance. This can be useful if you have some defaults that apply to only half your instances, and different values for the other half (as with the platform-specific settings in the example above).

Locations represent a collection of settings that instances can “opt in” to. You can use them to stand for different data centres, AWS regions, Docker hosts, or something else entirely. TPA does not expect or enforce any particular interpretation.