postgres config files for part 2

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# How to configure PostgreSQL
This is part 2 of our PostgreSQL series. </br>
In this chapter, we learn about fundamentals of the Postgres configuration. </br>
Many people make the mistakes of relying directly on Kubernetes PostgreSQL controllers
and Helm charts without having any understanding of Databases. </br>
Let's start where we left off, and review our simple PostgreSQL database:
## Run a simple PostgreSQL database (docker)
```
cd storage/databases/postgresql/2-configuration
docker run -it --rm --name postgres `
-e POSTGRES_PASSWORD=admin123 `
-v ${PWD}/pgdata:/var/lib/postgresql/data `
-p 5000:5432 `
postgres:15.0
```
## Environment Variables
Many settings can be specified using environment variables. </br>
I generally recommend not relying on default values and set most of the settings
possible. </br>
I personally prefer most or all settings in a configuration file, so it can be committed to source control. </br>
This is where Environment variables are great because we can inject secrets there
and keep passwords out of our configuration files and out of source control. </br>
This will be important in Kubernetes later on. </br>
We will not learn all or even most of the configurations in this chapter, as PostgreSQL has a lot of depth. So we will only learn what we need, one step at a time. </br>
Let's take a look at some basic configurations [here](https://hub.docker.com/_/postgres)
Let's set a few things here:
| Environment Variable | Meaning |
|----------------------|---------|
| POSTGRES_USER | Username for the Postgres Admin |
| POSTGRES_PASSWORD | Password for the Postgres Admin |
| POSTGRES_DB | Default database for your Postgres Server |
| PGDATA | Path where data is stored |
## Configuration files
If we take a look at our `docker` mount that we defined in our `docker run` command: </br>
`-v ${PWD}/pgdata:/var/lib/postgresql/data ` </br>
The `{PWD}/pgdata` folder that we have mounted contains not only data, but some default configuration files that we can explore. </br>
Three files are important here:
|Configuration file | Meaning | Documentation
|----------------------|---------|-------|
| pg_hba.conf | Host Based Authentication file | [Official Documentation](https://www.postgresql.org/docs/current/auth-pg-hba-conf.html) |
| pg_ident.conf | User Mappings file | [Official Documentation](https://www.postgresql.org/docs/current/auth-username-maps.html)
| postgresql.conf | PostgreSQL main configuraiton |
## The pg_hba.conf File
We'll start this guide with the host based authentication file. </br>
This file is automatically created in the data directory as we see. </br>
We should create a copy of this file and configure it ourselves. </br>
It controls who can access our PostgreSQL server. </br>
Let's refer to the official documentation as well as walk through the config. </br>
The config file itself has a great description of the contents. </br>
As mentioned in the previous chapter, it's always good not to rely on default configurations. So let's create our own `pg_hba.conf` file. </br>
We can grab the content from the default configuration and we may edit it as we go.
```
# TYPE DATABASE USER ADDRESS METHOD
# "local" is for Unix domain socket connections only
local all all trust
# IPv4 local connections:
host all all 127.0.0.1/32 trust
# IPv6 local connections:
host all all ::1/128 trust
# Allow replication connections from localhost, by a user with the
# replication privilege.
local replication all trust
host replication all 127.0.0.1/32 trust
host replication all ::1/128 trust
host all all all scram-sha-256
```
## The pg_ident.conf File
This config file is a mapping file between system users and database users. </br>
Let's refer to the official documentation and walk through the config. </br>
This is not a feature that we will need in this series, so we will skip this config for the time being. </br>
## The postgresql.conf File
This configuration file is the main one for PostgreSQL. </br>
As you can see this is a large file with in-depth tuning and customization capability. </br>
### File Locations
Let's set our data directory locations as well as config file locations </br>
Our volume mount path in the container is also short and simple. </br>
Note that we also split config from data so we have separate paths :
```
data_directory = '/data'
hba_file = '/config/pg_hba.conf'
ident_file = '/config/pg_ident.conf'
```
### Connection and Authentication
The shared_buffers parameter determines how much memory is dedicated to the server for caching data. The value should be set to 15% to 25% of the machine's total RAM. For example: if your machine's RAM size is 32 GB, then the recommended value for shared_buffers is 8 GB </br>
We will take a look at `WAL` (Write Ahead Log), Archiving, Primary, and Standby configurations in a future chapter on replication </br>
```
port = 5432
listen_addresses = '*'
max_connections = 100
shared_buffers = 128MB
dynamic_shared_memory_type = posix
max_wal_size = 1GB
min_wal_size = 80MB
log_timezone = 'Etc/UTC'
datestyle = 'iso, mdy'
timezone = 'Etc/UTC'
#locale settings
lc_messages = 'en_US.utf8' # locale for system error message
lc_monetary = 'en_US.utf8' # locale for monetary formatting
lc_numeric = 'en_US.utf8' # locale for number formatting
lc_time = 'en_US.utf8' # locale for time formatting
default_text_search_config = 'pg_catalog.english'
```
We can also include other configurations from other locations with the `include_dir` and `include` options. </br>
We will skip these for the sake of keeping things simple. </br>
Nested configurations can over complicate a setup and makes it hard to troubleshoot when issues occur. </br>
### Specifying Custom Configuration
If we run on Linux, we need to ensure that the `postgres` user which has a user ID of `999` by default, should have access to the configuration files. </br>
```
sudo chown 999:999 config/postgresql.conf
sudo chown 999:999 config/pg_hba.conf
sudo chown 999:999 config/pg_ident.conf
```
There is another important gotcha here. </br>
The `PGDATA` variable tells PostgreSQL where our data directory is. </br>
Similarly, we've learnt that our configuration file also has `data_directory` which tells PostgreSQL the same. </br>
However, the latter is only read by PostgreSQL after initialization has occurred. </br>
PostgreSQL's initialization phase sets up directory permissions on the data directory. </br>
If we leave out `PGDATA`, then we will get errors that the data directory is invalid. </br>
Hence `PGDATA` is important here. </br>
## Running our PostgreSQL
Finally, we can run our database with our custom configuration files:
```
docker run -it --rm --name postgres `
-e POSTGRES_USER=postgresadmin `
-e POSTGRES_PASSWORD=admin123 `
-e POSTGRES_DB=postgresdb `
-e PGDATA="/data" `
-v ${PWD}/pgdata:/data `
-v ${PWD}/config:/config `
-p 5000:5432 `
postgres:15.0 -c 'config_file=/config/postgresql.conf'
```
That's it for chapter two! </br>
In [chapter 3](../3-replication/README.md), we will take a look at Replication and how to replicate our data to another PostgreSQL instance for better availability.

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# TYPE DATABASE USER ADDRESS METHOD
# "local" is for Unix domain socket connections only
local all all trust
# IPv4 local connections:
host all all 127.0.0.1/32 trust
# IPv6 local connections:
host all all ::1/128 trust
# Allow replication connections from localhost, by a user with the
# replication privilege.
local replication all trust
host replication all 127.0.0.1/32 trust
host replication all ::1/128 trust
host all all all scram-sha-256

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# PostgreSQL User Name Maps
# =========================
#
# Refer to the PostgreSQL documentation, chapter "Client
# Authentication" for a complete description. A short synopsis
# follows.
#
# This file controls PostgreSQL user name mapping. It maps external
# user names to their corresponding PostgreSQL user names. Records
# are of the form:
#
# MAPNAME SYSTEM-USERNAME PG-USERNAME
#
# (The uppercase quantities must be replaced by actual values.)
#
# MAPNAME is the (otherwise freely chosen) map name that was used in
# pg_hba.conf. SYSTEM-USERNAME is the detected user name of the
# client. PG-USERNAME is the requested PostgreSQL user name. The
# existence of a record specifies that SYSTEM-USERNAME may connect as
# PG-USERNAME.
#
# If SYSTEM-USERNAME starts with a slash (/), it will be treated as a
# regular expression. Optionally this can contain a capture (a
# parenthesized subexpression). The substring matching the capture
# will be substituted for \1 (backslash-one) if present in
# PG-USERNAME.
#
# Multiple maps may be specified in this file and used by pg_hba.conf.
#
# No map names are defined in the default configuration. If all
# system user names and PostgreSQL user names are the same, you don't
# need anything in this file.
#
# This file is read on server startup and when the postmaster receives
# a SIGHUP signal. If you edit the file on a running system, you have
# to SIGHUP the postmaster for the changes to take effect. You can
# use "pg_ctl reload" to do that.
# Put your actual configuration here
# ----------------------------------
# MAPNAME SYSTEM-USERNAME PG-USERNAME

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# -----------------------------
# PostgreSQL configuration file
# -----------------------------
#
data_directory = '/data'
hba_file = '/config/pg_hba.conf'
ident_file = '/config/pg_ident.conf'
port = 5432
listen_addresses = '*'
max_connections = 100
shared_buffers = 128MB
dynamic_shared_memory_type = posix
max_wal_size = 1GB
min_wal_size = 80MB
log_timezone = 'Etc/UTC'
datestyle = 'iso, mdy'
timezone = 'Etc/UTC'
#locale settings
lc_messages = 'en_US.utf8' # locale for system error message
lc_monetary = 'en_US.utf8' # locale for monetary formatting
lc_numeric = 'en_US.utf8' # locale for number formatting
lc_time = 'en_US.utf8' # locale for time formatting
default_text_search_config = 'pg_catalog.english'

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version: '3.1'
services:
db:
container_name: postgres
image: postgres:15.0
command: "postgres -c config_file=/config/postgresql.conf"
environment:
POSTGRES_USER: "postgresadmin"
POSTGRES_PASSWORD: "admin123"
POSTGRES_DB: "postgresdb"
PGDATA: "/data"
volumes:
- ./pgdata:/data
- ./config:/config/
ports:
- 5000:5432
adminer:
image: adminer
restart: always
ports:
- 8080:8080