plugin-barman-cloud/web/docs/usage.md

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---
sidebar_position: 30
---
# Using the Barman Cloud Plugin
<!-- SPDX-License-Identifier: CC-BY-4.0 -->
After [installing the plugin](installation.mdx) in the same namespace as the
CloudNativePG operator, enabling your PostgreSQL cluster to use the Barman
Cloud Plugin involves just a few steps:
- Defining the object store containing your WAL archive and base backups, using
your preferred [provider](object_stores.md)
- Instructing the Postgres cluster to use the Barman Cloud Plugin
From that moment, youll be able to issue on-demand backups or define a backup
schedule, as well as rely on the object store for recovery operations.
The rest of this page details each step, using MinIO as object store provider.
## Defining the `ObjectStore`
An `ObjectStore` resource must be created for each object store used in your
PostgreSQL architecture. Here's an example configuration using MinIO:
```yaml
apiVersion: barmancloud.cnpg.io/v1
kind: ObjectStore
metadata:
name: minio-store
spec:
configuration:
destinationPath: s3://backups/
endpointURL: http://minio:9000
s3Credentials:
accessKeyId:
name: minio
key: ACCESS_KEY_ID
secretAccessKey:
name: minio
key: ACCESS_SECRET_KEY
wal:
compression: gzip
```
The `.spec.configuration` schema follows the same format as the
[in-tree barman-cloud support](https://pkg.go.dev/github.com/cloudnative-pg/barman-cloud/pkg/api#BarmanObjectStoreConfiguration).
Refer to [the CloudNativePG documentation](https://cloudnative-pg.io/documentation/current/appendixes/backup_barmanobjectstore/)
for additional details.
:::important
The `serverName` parameter in the `ObjectStore` resource is retained solely for
API compatibility with the in-tree `barmanObjectStore` and must always be left empty.
When needed, use the `serverName` plugin parameter in the Cluster configuration instead.
:::
## Configuring WAL Archiving
Once the `ObjectStore` is defined, you can configure your PostgreSQL cluster
to archive WALs by referencing the store in the `.spec.plugins` section:
```yaml
apiVersion: postgresql.cnpg.io/v1
kind: Cluster
metadata:
name: cluster-example
spec:
instances: 3
imagePullPolicy: Always
plugins:
- name: barman-cloud.cloudnative-pg.io
isWALArchiver: true
parameters:
barmanObjectName: minio-store
storage:
size: 1Gi
```
This configuration enables both WAL archiving and data directory backups.
By default, the plugin uses the Cluster name as the `serverName` archive
namespace under the ObjectStore `destinationPath`. You can override it with the
`serverName` plugin parameter. See
[Parameters](parameters.md) for details.
## Archive path separation for PostgreSQL major upgrades
The Barman Cloud Plugin does **not** automatically separate archives when you
perform a PostgreSQL major version upgrade. If you keep the same `serverName`,
the upgraded cluster continues to write backups and WAL files into the same
object-store path used before the upgrade.
That is unsafe because `pg_upgrade` creates a new database system with a new
*System ID* and resets the PostgreSQL timeline to 1. Reusing the same archive
path can:
- overwrite or collide with previous timeline 1 history files
- mix backups and WAL files from different PostgreSQL majors in one archive
- cause timeline/history conflicts for replicas restoring from that archive
:::warning
Point-in-time recovery (PITR) is not supported across major PostgreSQL version
boundaries. Pre-upgrade backups cannot recover to a point in time after the
upgrade. Take a new base backup as soon as possible after upgrading.
:::
### Recommended practice
Change the Cluster plugin `serverName` when you change `imageName` for the
major upgrade. Existing backups and WAL files remain available under the old
`serverName` path. New backups and WAL archives go to the new path.
Before upgrade (PostgreSQL 16):
```yaml
apiVersion: postgresql.cnpg.io/v1
kind: Cluster
metadata:
name: cluster-example
spec:
imageName: ghcr.io/cloudnative-pg/postgresql:16
plugins:
- name: barman-cloud.cloudnative-pg.io
isWALArchiver: true
parameters:
barmanObjectName: prod-store
serverName: cluster-pg16
```
After upgrade (PostgreSQL 18) — update both `imageName` and `serverName`
together:
```yaml
apiVersion: postgresql.cnpg.io/v1
kind: Cluster
metadata:
name: cluster-example
spec:
imageName: ghcr.io/cloudnative-pg/postgresql:18
plugins:
- name: barman-cloud.cloudnative-pg.io
isWALArchiver: true
parameters:
barmanObjectName: prod-store
serverName: cluster-pg18
```
With this configuration:
- pre-upgrade backups remain under `serverName: cluster-pg16`
- the upgraded cluster archives to `serverName: cluster-pg18`
- you can still recover the pre-upgrade cluster by pointing recovery
`externalClusters` plugin parameters at the old `serverName`
For the full CloudNativePG major-upgrade procedure, including backup and WAL
archive considerations, see the
[PostgreSQL major upgrades](https://cloudnative-pg.io/documentation/current/postgres_upgrades/)
documentation.
## Performing a Base Backup
Once WAL archiving is enabled, the cluster is ready for backups. Backups can be
created either declaratively (with YAML manifests) or imperatively (with the
`cnpg` plugin).
### Declarative approach (YAML manifest)
Create a backup resource by applying a YAML manifest:
```yaml
apiVersion: postgresql.cnpg.io/v1
kind: Backup
metadata:
name: backup-example
spec:
cluster:
name: cluster-example
method: plugin
pluginConfiguration:
name: barman-cloud.cloudnative-pg.io
```
### Imperative approach (using the `cnpg` plugin)
The quickest way to trigger an on-demand backup is with the `cnpg` plugin:
```bash
kubectl cnpg backup -n <namespace> <cluster-name> \
--method=plugin \
--plugin-name=barman-cloud.cloudnative-pg.io
```
:::note Migration from in-tree backups
If you are migrating from the in-tree backup system, note the change in syntax:
```bash
# Old command (in-tree backup)
kubectl cnpg backup -n <namespace> <cluster-name> --method=barmanObjectStore
# New command (plugin-based backup)
kubectl cnpg backup -n <namespace> <cluster-name> \
--method=plugin \
--plugin-name=barman-cloud.cloudnative-pg.io
```
:::
## Restoring a Cluster
To restore a cluster from an object store, create a new `Cluster` resource that
references the store containing the backup. Below is an example configuration:
```yaml
apiVersion: postgresql.cnpg.io/v1
kind: Cluster
metadata:
name: cluster-restore
spec:
instances: 3
imagePullPolicy: IfNotPresent
bootstrap:
recovery:
source: source
externalClusters:
- name: source
plugin:
name: barman-cloud.cloudnative-pg.io
parameters:
barmanObjectName: minio-store
serverName: cluster-example
storage:
size: 1Gi
```
:::important
The above configuration does **not** enable WAL archiving for the restored cluster.
:::
To enable WAL archiving for the restored cluster, include the `.spec.plugins`
section alongside the `externalClusters.plugin` section, as shown below:
```yaml
apiVersion: postgresql.cnpg.io/v1
kind: Cluster
metadata:
name: cluster-restore
spec:
instances: 3
imagePullPolicy: IfNotPresent
bootstrap:
recovery:
source: source
plugins:
- name: barman-cloud.cloudnative-pg.io
isWALArchiver: true
parameters:
# Backup Object Store (push, read-write)
barmanObjectName: minio-store-bis
externalClusters:
- name: source
plugin:
name: barman-cloud.cloudnative-pg.io
parameters:
# Recovery Object Store (pull, read-only)
barmanObjectName: minio-store
serverName: cluster-example
storage:
size: 1Gi
```
The same object store may be used for both transaction log archiving and
restoring a cluster, or you can configure separate stores for these purposes.
## Configuring Replica Clusters
You can set up a distributed topology by combining the previously defined
configurations with the `.spec.replica` section. Below is an example of how to
define a replica cluster:
```yaml
apiVersion: postgresql.cnpg.io/v1
kind: Cluster
metadata:
name: cluster-dc-a
spec:
instances: 3
primaryUpdateStrategy: unsupervised
storage:
storageClass: csi-hostpath-sc
size: 1Gi
plugins:
- name: barman-cloud.cloudnative-pg.io
isWALArchiver: true
parameters:
barmanObjectName: minio-store-a
replica:
self: cluster-dc-a
primary: cluster-dc-a
source: cluster-dc-b
externalClusters:
- name: cluster-dc-a
plugin:
name: barman-cloud.cloudnative-pg.io
parameters:
barmanObjectName: minio-store-a
- name: cluster-dc-b
plugin:
name: barman-cloud.cloudnative-pg.io
parameters:
barmanObjectName: minio-store-b
```
## Configuring the plugin instance sidecar
The Barman Cloud Plugin runs as a sidecar container next to each PostgreSQL
instance pod. It manages backup, WAL archiving, and restore processes.
Configuration comes from multiple `ObjectStore` resources:
1. The one referenced in the
`.spec.plugins` section of the `Cluster`. This is the
object store used for WAL archiving and base backups.
2. The one referenced in the external cluster
used in the `.spec.replica.source` section of the `Cluster`. This is
used by the log-shipping designated primary to get the WAL files.
3. The one referenced in the
`.spec.bootstrap.recovery.source` section of the `Cluster`. Used by
the initial recovery job to create the cluster from an existing backup.
You can fine-tune sidecar behavior in the `.spec.instanceSidecarConfiguration`
of your ObjectStore. These settings apply to all PostgreSQL instances that use
this object store. Any updates take effect at the next `Cluster` reconciliation,
and could generate a rollout of the `Cluster`.
```yaml
apiVersion: barmancloud.cnpg.io/v1
kind: ObjectStore
metadata:
name: minio-store
spec:
configuration:
# [...]
instanceSidecarConfiguration:
retentionPolicyIntervalSeconds: 1800
resources:
requests:
memory: "XXX"
cpu: "YYY"
limits:
memory: "XXX"
cpu: "YYY"
```
:::note
If more than one `ObjectStore` applies, the `instanceSidecarConfiguration` of
the one set in `.spec.plugins` has priority.
:::