PGCOPYDB FOLLOW(1)

NAME
pgcopydb follow - pgcopydb follow

The command pgcopydb follow replays the database changes registered at the source database with the logical decoding plugin of your choice, either the default test_decoding or wal2json, into the target database.

IMPORTANT:
        While the pgcopydb follow is a full client for logical decoding, the general use case involves using pgcopydb clone --follow as documented in Change Data Capture using Postgres Logical Decoding.

When using Logical Decoding with pgcopydb or another tool, consider making sure you're familiar with the Logical Replication Restrictions that apply. In particular:

            •   DDL are not replicated.

                When using DDL for partition scheme maintenance, such as when using the pg_partman extension, then consider creating a week or a month of partitions in advance, so that creating new partitions does not happen during the migration window.

            •   Sequence data is not replicated.

                When using pgcopydb clone --follow (starting with pgcopydb version 0.9) then the sequence data is synced at the end of the operation, after the cutover point implemented via the pgcopydb stream sentinel set endpos.

                Updating the sequences manually is also possible by running the command pgcopydb copy sequences.

            •   Large Objects are not replicated.

See the Postgres documentation page for Logical Replication Restrictions to read the exhaustive list of restrictions.

PGCOPYDB FOLLOW

            pgcopydb follow: Replay changes from the source database to the target database
            usage: pgcopydb follow  --source ... --target ...

              --source                      Postgres URI to the source database
              --target                      Postgres URI to the target database
              --dir                         Work directory to use
              --filters <filename>          Use the filters defined in <filename>
              --restart                     Allow restarting when temp files exist already
              --resume                      Allow resuming operations after a failure
              --not-consistent              Allow taking a new snapshot on the source database
              --snapshot                    Use snapshot obtained with pg_export_snapshot
              --plugin                      Output plugin to use (test_decoding, wal2json)
              --wal2json-numeric-as-string  Print numeric data type as string when using wal2json output plugin
              --slot-name                   Use this Postgres replication slot name
              --create-slot                 Create the replication slot
              --origin                      Use this Postgres replication origin node name
              --endpos                      Stop replaying changes when reaching this LSN

DESCRIPTION

This command runs three concurrent subprocesses in two possible modes of operation:

            •   The first mode of operation is named prefetch and catchup where the changes from the source database are stored in intermediate JSON and SQL files to be later replayed one file at a time in the catchup process.

            •   The second mode of operation is named live replay where the changes from the source database are streamed from the receiver process to the transform process using a Unix pipe, and then with the same mechanism from the transform process to the replay process.

Only one mode of operation may be active at any given time, and pgcopydb automatically switches from one mode to the other one, in a loop.

The follow command always starts using the prefetch and catchup mode, and as soon as the catchup process can't find the next SQL file to replay then it exits, triggering the switch to the live replay mode. Before entering the new mode, to make sure to replay all the changes that have been received, pgcopydb implements an extra catchup phase without concurrent activity.

  Prefetch and Catchup

In the prefetch and catchup mode of operations, the three processes are implementing the following approach:

            1.  The first process pre-fetches the changes from the source database using the Postgres Logical Decoding protocol and save the JSON messages in local JSON files.

            2.  The second process transforms the JSON files into SQL. A Unix system V message queue is used to communicate LSN positions from the prefetch process to the transform process.

            3.  The third process catches-up with changes happening on the source database by applying the SQL files to the target database system.

                The Postgres API for Replication Progress Tracking is used in that process so that we can skip already applied transactions at restart or resume.

  Live Replay

In the live replay mode of operations, the three processes are implementing the following approach:

            1.  The first process receives the changes from the source database using the Postgres Logical Decoding protocol and save the JSON messages in local JSON files.

                Additionnaly, the JSON changes are written to a Unix pipe shared with the transform process.

            2.  The second process transforms the JSON lines into SQL. A Unix pipe is used to stream the JSON lines from the receive process to the transform process.

                The transform process in that mode still writes the changes to SQL files, so that it's still possible to catchup with received changes if the apply process is interrupted.

            3.  The third process replays the changes happening on the source database by applying the SQL commands to the target database system. The SQL commands are read from the Unix pipe shared with the transform process.

                The Postgres API for Replication Progress Tracking is used in that process so that we can skip already applied transactions at restart or resume.

  Remote control of the follow command

It is possible to start the pgcopydb follow command and then later, while it's still running, set the LSN for the end position with the same effect as using the command line option --endpos, or switch from prefetch mode only to prefetch and catchup mode. For that, see the commands pgcopydb stream sentinel set endpos, pgcopydb stream sentinel set apply, and pgcopydb stream sentinel set prefetch.

Note that in many case the --endpos LSN position is not known at the start of this command. Also before entering the prefetch and apply mode it is important to make sure that the initial base copy is finished.

Finally, it is also possible to setup the streaming replication options before using the pgcopydb follow command: see the pgcopydb stream setup and pgcopydb stream cleanup commands.

REPLICA IDENTITY AND LACK OF PRIMARY KEYS

Postgres Logical Decoding works with replaying changes using SQL statements, and for that exposes the concept of Replica Identity as described in the documentation for the ALTER TABLE ... REPLICA IDENTITY command.

To quote Postgres docs:
        This form changes the information which is written to the write-ahead log to identify rows which are updated or deleted. In most cases, the old value of each column is only logged if it differs from the new value; however, if the old value is stored externally, it is always logged regardless of whether it changed. This option has no effect except when logical replication is in use.

To support Change Data Capture with Postgres Logical Decoding for tables that do not have a Primary Key, then it is necessary to use the ALTER TABLE ... REPLICA IDENTITY command for those tables.

In practice the two following options are to be considered:

            •   REPLICA IDENTITY USING INDEX index_name
                    This form is prefered when a UNIQUE index exists for the table without a primary key. The index must be unique, not partial, not deferrable, and include only columns marked NOT NULL.

            •   REPLICA IDENTITY FULL
                    When this is used on a table, then the WAL records contain the old values of all columns in the row.

LOGICAL DECODING PRE-FETCHING

When using pgcopydb clone --follow a logical replication slot is created on the source database before the initial COPY, using the same Postgres snapshot. This ensure data consistency.

Within the pgcopydb clone --follow approach, it is only possible to start applying the changes from the source database after the initial COPY has finished on the target database.

Also, from the Postgres documentation we read that Postgres replication slots provide an automated way to ensure that the primary does not remove WAL segments until they have been received by all standbys.

Accumulating WAL segments on the primary during the whole duration of the initial COPY involves capacity hazards, which translate into potential File System is Full errors on the WAL disk of the source database. It is crucial to avoid such a situation.

This is why pgcopydb implements CDC pre-fetching. In parallel to the initial COPY the command pgcopydb clone --follow pre-fetches the changes in local JSON and SQL files. Those files are placed in the XDG_DATA_HOME location, which could be a mount point for an infinite Blob Storage area.

The pgcopydb follow command is a convenience command that's available as a logical decoding client, and it shares the same implementation as the pgcopydb clone --follow command. As a result, the pre-fetching strategy is also relevant to the pgcopydb follow command.

THE SENTINEL TABLE, OR THE REMOTE CONTROL

To track progress and allow resuming of operations, pgcopydb uses a sentinel table on the source database. The sentinel table consists of a single row with the following fields:

            $ pgcopydb stream sentinel get
            startpos   1/8D173AF8
            endpos     0/0
            apply      disabled
            write_lsn  0/0
            flush_lsn  0/0
            replay_lsn 0/0

Note that you can use the command pgcopydb stream sentinel get --json to fetch a JSON formatted output, such as the following:

            {
              "startpos": "1/8D173AF8",
              "endpos": "1/8D173AF8",
              "apply": false,
              "write_lsn": "0/0",
              "flush_lsn": "0/0",
              "replay_lsn": "0/0"
            }

The first three fields (startpos, endpos, apply) are specific to pgcopydb, then the following three fields (write_lsn, flush_lsn, replay_lsn) follow the Postgres replication protocol as visible in the docs for the pg_stat_replication function.

            •   startpos

                The startpos field is the current LSN on the source database at the time when the Change Data Capture is setup in pgcopydb, such as when using the pgcopydb stream setup command.

                Note that both the pgcopydb follow and the pgcopydb clone --follow command implement the setup parts if the pgcopydb stream setup has not been used already.

            •   endpos

                The endpos field is last LSN position from the source database that pgcopydb replays. The command pgcopydb follow (or pgcopydb clone --follow) stops when reaching beyond this LSN position.

                The endpos can be set at the start of the process, which is useful for unit testing, or while the command is running, which is useful in production to define a cutover point.

                To define the endpos while the command is running, use pgcopydb stream sentinel set endpos.

            •   apply

                The apply field is a boolean (enabled/disabled) that control the catchup process. The pgcopydb catchup process replays the changes only when the apply boolean is set to true.

                The pgcopydb clone --follow command automatically enables the apply field of the sentinel table as soon as the initial COPY is done.

                To manually control the apply field, use the pgcopydb stream sentinel set apply command.

            •   write_lsn

                The Postgres documentation for pg_stat_replication.write_lsn is: Last write-ahead log location written to disk by this standby server.

                In the pgcopydb case, the sentinel field write_lsn is the position that has been written to disk (as JSON) by the streaming process.

            •   flush_lsn

                The Postgres documentation for pg_stat_replication.flush_lsn is: Last write-ahead log location flushed to disk by this standby server

                In the pgcopydb case, the sentinel field flush_lsn is the position that has been written and then fsync'ed to disk (as JSON) by the streaming process.

            •   replay_lsn

                The Postgres documentation for pg_stat_replication.replay_lsn is: Last write-ahead log location replayed into the database on this standby server

                In the pgcopydb case, the sentinel field replay_lsn is the position that has been applied to the target database, as kept track from the WAL.json and then the WAL.sql files, and using the Postgres API for Replication Progress Tracking.

                The replay_lsn is also shared by the pgcopydb streaming process that uses the Postgres logical replication protocol, so the pg_stat_replication entry associated with the replication slot used by pgcopydb can be used to monitor replication lag.

As the pgcopydb streaming processes maintain the sentinel table on the source database, it is also possible to use it to keep track of the logical replication progress.

OPTIONS

The following options are available to pgcopydb follow:

    --source
        Connection string to the source Postgres instance. See the Postgres documentation for connection strings for the details. In short both the quoted form "host=... dbname=..." and the URI form postgres://user@host:5432/dbname are supported.

    --target
        Connection string to the target Postgres instance.

    --dir
        During its normal operations pgcopydb creates a lot of temporary files to track sub-processes progress. Temporary files are created in the directory location given by this option, or defaults to ${TMPDIR}/pgcopydb when the environment variable is set, or then to /tmp/pgcopydb.

    --restart
        When running the pgcopydb command again, if the work directory already contains information from a previous run, then the command refuses to proceed and delete information that might be used for diagnostics and forensics.

        In that case, the --restart option can be used to allow pgcopydb to delete traces from a previous run.

    --resume
        When the pgcopydb command was terminated before completion, either by an interrupt signal (such as C-c or SIGTERM) or because it crashed, it is possible to resume the database migration.

        When resuming activity from a previous run, table data that was fully copied over to the target server is not sent again. Table data that was interrupted during the COPY has to be started from scratch even when using --resume: the COPY command in Postgres is transactional and was rolled back.

        Same reasonning applies to the CREATE INDEX commands and ALTER TABLE commands that pgcopydb issues, those commands are skipped on a --resume run only if known to have run through to completion on the previous one.

        Finally, using --resume requires the use of --not-consistent.

    --not-consistent
        In order to be consistent, pgcopydb exports a Postgres snapshot by calling the pg_export_snapshot() function on the source database server. The snapshot is then re-used in all the connections to the source database server by using the SET TRANSACTION SNAPSHOT command.

        Per the Postgres documentation about pg_export_snapshot:
            Saves the transaction's current snapshot and returns a text string identifying the snapshot. This string must be passed (outside the database) to clients that want to import the snapshot. The snapshot is available for import only until the end of the transaction that exported it.

    Now, when the pgcopydb process was interrupted (or crashed) on a previous run, it is possible to resume operations, but the snapshot that was exported does not exists anymore. The pgcopydb command can only resume operations with a new snapshot, and thus can not ensure consistency of the whole data set, because each run is now using their own snapshot.

    --snapshot
        Instead of exporting its own snapshot by calling the PostgreSQL function pg_export_snapshot() it is possible for pgcopydb to re-use an already exported snapshot.

    --plugin
        Logical decoding output plugin to use. The default is test_decoding which ships with Postgres core itself, so is probably already available on your source server.

        It is possible to use wal2json instead. The support for wal2json is mostly historical in pgcopydb, it should not make a user visible difference whether you use the default test_decoding or wal2json.

    --wal2json-numeric-as-string
        When using the wal2json output plugin, it is possible to use the --wal2json-numeric-as-string option to instruct wal2json to output numeric values as strings and thus prevent some precision loss.

        You need to have a wal2json plugin version on source database that supports --numeric-data-types-as-string option to use this option.

        See also the documentation for wal2json regarding this option for details.

    --slot-name
        Logical decoding slot name to use. Defaults to pgcopydb. which is unfortunate when your use-case involves migrating more than one database from the source server.

    --create-slot
        Instruct pgcopydb to create the logical replication slot to use.

    --endpos
        Logical decoding target LSN to use. Automatically stop replication and exit with normal exit status 0 when receiving reaches the specified LSN. If there's a record with LSN exactly equal to lsn, the record will be output.

        The --endpos option is not aware of transaction boundaries and may truncate output partway through a transaction. Any partially output transaction will not be consumed and will be replayed again when the slot is next read from. Individual messages are never truncated.

        See also documentation for pg_recvlogical.

    --origin
        Logical replication target system needs to track the transactions that have been applied already, so that in case we get disconnected or need to resume operations we can skip already replayed transaction.

        Postgres uses a notion of an origin node name as documented in Replication Progress Tracking. This option allows to pick your own node name and defaults to "pgcopydb". Picking a different name is useful in some advanced scenarios like migrating several sources in the same target, where each source should have their own unique origin node name.

    --verbose
        Increase current verbosity. The default level of verbosity is INFO. In ascending order pgcopydb knows about the following verbosity levels: FATAL, ERROR, WARN, INFO, NOTICE, DEBUG, TRACE.

    --debug
        Set current verbosity to DEBUG level.

    --trace
        Set current verbosity to TRACE level.

    --quiet
        Set current verbosity to ERROR level.

ENVIRONMENT

PGCOPYDB_SOURCE_PGURI
        Connection string to the source Postgres instance. When --source is ommitted from the command line, then this environment variable is used.

PGCOPYDB_TARGET_PGURI
        Connection string to the target Postgres instance. When --target is ommitted from the command line, then this environment variable is used.

PGCOPYDB_OUTPUT_PLUGIN
        Logical decoding output plugin to use. When --plugin is omitted from the command line, then this environment variable is used.

PGCOPYDB_WAL2JSON_NUMERIC_AS_STRING
        When true (or yes, or on, or 1, same input as a Postgres boolean) then pgcopydb uses the wal2json option --numeric-data-types-as-string when using the wal2json output plugin.

        When --wal2json-numeric-as-string is ommitted from the command line then this environment variable is used.

PGCOPYDB_SNAPSHOT
        Postgres snapshot identifier to re-use, see also --snapshot.

TMPDIR
        The pgcopydb command creates all its work files and directories in ${TMPDIR}/pgcopydb, and defaults to /tmp/pgcopydb.

XDG_DATA_HOME
        The standard XDG Base Directory Specification defines several environment variables that allow controling where programs should store their files.
                XDG_DATA_HOME defines the base directory relative to which user-specific data files should be stored. If $XDG_DATA_HOME is either not set or empty, a default equal to $HOME/.local/share should be used.

        When using Change Data Capture (through --follow option and Postgres logical decoding) then pgcopydb pre-fetches changes in JSON files and transform them into SQL files to apply to the target database.

        These files are stored at the following location, tried in this order:

                    1.  when --dir is used, then pgcopydb uses the cdc subdirectory of the --dir location,

                    2.  when XDG_DATA_HOME is set in the environment, then pgcopydb uses that location,

                    3.  when neither of the previous settings have been used then pgcopydb defaults to using ${HOME}/.local/share.

AUTHOR
Dimitri Fontaine

COPYRIGHT
2022-2024, Dimitri Fontaine