setup_etcd
The setup_etcd role configures and starts etcd as a distributed consensus
cluster for high availability Postgres deployments. The role creates the etcd
configuration file with cluster membership and starts the etcd service on all
nodes in a zone.
The role performs the following tasks on inventory hosts:
- Generate TLS certificates for etcd peer and client communication on nodes that do not yet have etcd data.
- Generate the etcd configuration file listing all zone nodes as cluster peers.
- Start the etcd systemd service on any node where it is not running.
- Restart running members one at a time when their configuration changes.
Role Dependencies
This role requires the following roles for normal operation:
role_configprovides shared configuration variables to the role.install_etcdinstalls the etcd package and systemd service file.
When to Use
Execute this role on pgedge hosts in high availability configurations after installing etcd. Only high availability deployments require this role.
In the following example, the playbook invokes the role after installing etcd:
- hosts: pgedge
collections:
- pgedge.platform
roles:
- install_etcd
- setup_etcd
Configuration
This role uses the following parameters from the inventory file:
| Parameter | Use Case |
|---|---|
etcd_user |
System user that owns the etcd process. |
etcd_group |
System group for etcd file ownership. |
etcd_install_dir |
Directory containing etcd binaries. |
etcd_config_dir |
Directory for etcd configuration files. |
etcd_data_dir |
Directory for etcd cluster data storage. |
etcd_tls_dir |
Directory for etcd TLS certificate storage. |
etcd_auto_compaction_mode |
Whether the compaction retention is a duration or a revision count. |
etcd_auto_compaction_retention |
Key history etcd keeps before compacting it. |
etcd_quota_backend_bytes |
Database size at which etcd stops accepting writes. |
See the Configuration Reference for defaults.
How It Works
The role configures etcd for distributed consensus within each zone.
- Check for an existing etcd data directory.
- On a node without one, generate TLS certificates: a certificate authority
(
ca.crt), a peer key and certificate (peer.key,peer.crt), and a server key and certificate (server.key,server.crt). A node with etcd data keeps the certificates it has. - Generate the etcd configuration file at
{{ etcd_config_dir }}/etcd.yamlwith node identity, cluster membership for all nodes in the same zone, and network endpoints for client (port 2379) and peer (port 2380) communication. - Enable the etcd service and start it on every node where it is not running. A member started here reads the new configuration, and the role records it as the configuration that member runs.
- Restart each running member whose configuration differs from the one it was last started with, one at a time. Before each restart the role checks that every member of the zone is healthy, and after it waits until they are again, then records the configuration the member now runs.
Zone Isolation
Each zone maintains its own independent etcd cluster for Patroni coordination within that zone.
Cluster Formation
All nodes in the etcd cluster must start within a reasonable time window. If nodes start too far apart, cluster formation may fail due to quorum requirements.
Configuration Details
The generated configuration file includes the following settings.
Cluster identification uses these values:
initial-cluster-stateusesnewfor initial bootstrap.initial-cluster-tokenidentifies the cluster aspgedge_cluster.
Network configuration uses these values:
listen-client-urlslistens on the node IP and localhost on port 2379.listen-peer-urlslistens on the node IP for peer communication on port 2380.
Timeouts are set to 20 seconds for dial, read, and write operations.
Keyspace maintenance uses these values:
auto-compaction-modeandauto-compaction-retentioncompact key history older than one hour by default.quota-backend-bytessets the database size at which etcd stops accepting writes, 2 GiB by default.
Usage Examples
In the following example, the playbook deploys a complete HA cluster with etcd, Patroni, and Postgres:
- hosts: pgedge
collections:
- pgedge.platform
vars:
is_ha_cluster: true
roles:
- init_server
- install_repos
- install_pgedge
- install_etcd
- install_patroni
- setup_postgres
- setup_etcd
- setup_patroni
Artifacts
This role generates the following files on inventory hosts:
| File | New / Modified | Explanation |
|---|---|---|
{{ etcd_config_dir }}/etcd.yaml |
New | etcd configuration file with cluster membership and network settings. |
{{ etcd_tls_dir }}/ca.crt |
New | Certificate authority for validating etcd server certificates. |
{{ etcd_tls_dir }}/peer.key |
New | Private key for encrypting peer-to-peer etcd traffic. |
{{ etcd_tls_dir }}/peer.crt |
New | Certificate for etcd node-to-node communication. |
{{ etcd_tls_dir }}/server.key |
New | Private key for the etcd client interface. |
{{ etcd_tls_dir }}/server.crt |
New | Certificate for etcd client communication. |
{{ etcd_data_dir }}/postgresql/ |
New | Cluster data directory containing member data and WAL logs. |
Idempotency
This role renders the etcd configuration on every run, so a changed parameter reaches a running cluster with the next deployment. etcd reads its configuration only at startup and cannot reload it, so the role restarts each member whose file differs from the configuration it was last started with. It restarts them one at a time, so the zone keeps its quorum and Patroni keeps its leader lock. A run that changes nothing restarts nothing.
The role restarts a member whose file is newer than the etcd process, which it
reads from etcd's process_start_time_seconds metric, rather than only a member
whose file the run changed. If a run writes a member's new file but never
restarts the member, because the run was refused or stopped partway, the next
run restarts it. A member restarted by hand after its file changed counts as
running the new configuration.
The bootstrap settings in the file (initial-cluster, initial-cluster-state
and initial-cluster-token) are read only when a member starts with an empty
data directory, so re-rendering them on an existing member has no effect.
Certificates are issued only to a node without etcd data. An existing member keeps the certificates it was built with.
Degraded zones
The role refuses to restart a member while any member of its zone is unhealthy, because taking a second member down can cost the zone its quorum. The new configuration is still written, and the next run restarts the member to apply it. Restore the zone to health and run the deployment again. A member that is stopped does not count against its zone here: the role starts it into the new configuration before restarting the others.
Configuration Changes
Changing etcd cluster membership after initial setup requires special
procedures. Use etcdctl to add or remove nodes rather than re-running
this role.
Data Directory
The etcd data directory contains critical cluster state. Back up this directory before making cluster changes because loss of quorum makes the cluster unavailable.