postgres-formula/docs/README.rst
2021-05-05 15:16:30 +01:00

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postgres-formula
================
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A formula to install and configure PostgreSQL server.
.. contents:: **Table of Contents**
General notes
-------------
See the full `SaltStack Formulas installation and usage instructions
<https://docs.saltstack.com/en/latest/topics/development/conventions/formulas.html>`_.
If you are interested in writing or contributing to formulas, please pay attention to the `Writing Formula Section
<https://docs.saltstack.com/en/latest/topics/development/conventions/formulas.html#writing-formulas>`_.
If you want to use this formula, please pay attention to the ``FORMULA`` file and/or ``git tag``,
which contains the currently released version. This formula is versioned according to `Semantic Versioning <http://semver.org/>`_.
See `Formula Versioning Section <https://docs.saltstack.com/en/latest/topics/development/conventions/formulas.html#versioning>`_ for more details.
Contributing to this repo
-------------------------
**Commit message formatting is significant!!**
Please see `How to contribute <https://github.com/saltstack-formulas/.github/blob/master/CONTRIBUTING.rst>`_ for more details.
Available states
----------------
.. contents::
:local:
``postgres``
^^^^^^^^^^^^
Installs and configures both PostgreSQL server and client with creation of various DB objects in
the cluster. This state applies to both Linux and MacOS.
``postgres.client``
^^^^^^^^^^^^^^^^^^^
Installs the PostgreSQL client binaries and libraries on Linux.
``postgres.manage``
^^^^^^^^^^^^^^^^^^^
Creates such DB objects as: users, tablespaces, databases, schemas and extensions.
See ``pillar.example`` file for details.
``postgres.python``
^^^^^^^^^^^^^^^^^^^
Installs the PostgreSQL adapter for Python on Linux.
``postgres.server``
^^^^^^^^^^^^^^^^^^^
Installs the PostgreSQL server package on Linux, prepares the DB cluster and starts the server using
packaged init script, job or unit.
.. note::
For PostgreSQL server before version 10 to work inside a **FreeBSD Jail**
set ``sysvshm=new`` and ``sysvsem=new``.
DO NOT SET ``allow.sysvipc=1``. It defeats the purpose of using Jails.
Further information: https://blog.tyk.nu/blog/freebsd-jails-and-sysv-ipc/
**Running inside a container** (using Packer, Docker or similar tools), when OS ``init`` process
is not available to start the service and enable it on "boot", set pillar value:
.. code:: yaml
postgres:
bake_image: True
This toggles starting PostgreSQL daemon by issuing raw ``pg_ctl`` or ``pg_ctlcluster`` command.
``postgres.upstream``
^^^^^^^^^^^^^^^^^^^^^
Configures the PostgreSQL Official (upstream) repository on target system if
applicable.
The state relies on the ``postgres:use_upstream_repo`` Pillar value which could be set as following:
* ``True`` (default): adds the upstream repository to install packages from
* ``False``: makes sure that the repository configuration is absent
* ``'postgresapp'`` (MacOS) uses upstream PostgresApp package repository.
* ``'homebrew'`` (MacOS) uses Homebrew postgres
The ``postgres:version`` Pillar controls which version of the PostgreSQL packages should be
installed from the upstream Linux repository. Defaults to ``9.5``.
Removal states
--------------
``postgres.dropped``
^^^^^^^^^^^^^^^^^^^^
Meta state to remove Postgres software. By default the release installed by formula is targeted only. To target multiple releases, set pillar ``postgres.remove.multiple_releases: True``.
``postgres.server.remove``
^^^^^^^^^^^^^^^^^^^^^^^^^^
Remove server, lib, and contrib packages. The ``postgres.server.remove`` will retain data by default (no data loss) - set pillar ``postgres.remove.data: True`` to remove data and configuration directories also.
``postgres.client.remove``
^^^^^^^^^^^^^^^^^^^^^^^^^^
Remove client package.
``postgres.dev.remove``
^^^^^^^^^^^^^^^^^^^^^^^
Remove development and python packages.
Testing
-------
Linux testing is done with ``kitchen-salt``.
``kitchen converge``
^^^^^^^^^^^^^^^^^^^^
Creates the docker instance and runs the ``postgres`` main state, ready for testing.
``kitchen verify``
^^^^^^^^^^^^^^^^^^
Runs the ``inspec`` tests on the actual instance.
``kitchen destroy``
^^^^^^^^^^^^^^^^^^^
Removes the docker instance.
``kitchen test``
^^^^^^^^^^^^^^^^
Runs all of the stages above in one go: i.e. ``destroy`` + ``converge`` + ``verify`` + ``destroy``.
``kitchen login``
^^^^^^^^^^^^^^^^^
Gives you SSH access to the instance for manual testing.
Testing with Vagrant
--------------------
Windows/FreeBSD/OpenBSD testing is done with ``kitchen-salt``.
Requirements
^^^^^^^^^^^^
* Ruby
* Virtualbox
* Vagrant
Setup
^^^^^
.. code-block:: bash
$ gem install bundler
$ bundle install --with=vagrant
$ bin/kitchen test [platform]
Where ``[platform]`` is the platform name defined in ``kitchen.vagrant.yml``,
e.g. ``windows-81-latest-py3``.
Note
^^^^
When testing using Vagrant you must set the environment variable ``KITCHEN_LOCAL_YAML`` to ``kitchen.vagrant.yml``. For example:
.. code-block:: bash
$ KITCHEN_LOCAL_YAML=kitchen.vagrant.yml bin/kitchen test # Alternatively,
$ export KITCHEN_LOCAL_YAML=kitchen.vagrant.yml
$ bin/kitchen test
Then run the following commands as needed.
``bin/kitchen converge``
^^^^^^^^^^^^^^^^^^^^^^^^
Creates the Vagrant instance and runs the ``postgres`` main state, ready for testing.
``bin/kitchen verify``
^^^^^^^^^^^^^^^^^^^^^^
Runs the ``inspec`` tests on the actual instance.
``bin/kitchen destroy``
^^^^^^^^^^^^^^^^^^^^^^^
Removes the Vagrant instance.
``bin/kitchen test``
^^^^^^^^^^^^^^^^^^^^
Runs all of the stages above in one go: i.e. ``destroy`` + ``converge`` + ``verify`` + ``destroy``.
``bin/kitchen login``
^^^^^^^^^^^^^^^^^^^^^
Gives you RDP/SSH access to the instance for manual testing.
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