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Advanced PostgreSQL: Indexing, Partitioning, Replication · Lesson

Setting Up a Standby Server

Walk through the practical steps to initialize and configure a PostgreSQL standby server for continuous data synchronization.

Setting Up a Standby Server is a free Advanced PostgreSQL: Indexing, Partitioning, Replication lesson on CoddyKit — lesson 3 of 4. You can read the complete lesson below for free — then practise it hands-on in the browser with a built-in code editor and a 24/7 AI tutor. It is part of the Advanced PostgreSQL: Indexing, Partitioning, Replication learning path, one of 4 lessons in the course, and your progress syncs across the web and the CoddyKit app.

Welcome to Standby Setup

In this lesson, we'll walk through the practical steps to set up a PostgreSQL standby server. This server will continuously synchronize data from your primary server, acting as a read-replica and a crucial part of your disaster recovery strategy.

We'll cover the necessary configurations on both the primary and the standby.

Primary Prep: Replication User

Before initializing our standby, we need a dedicated user on the primary server with replication privileges. This user will be used by the standby to connect and stream WAL (Write-Ahead Log) data.

Run this SQL command on your primary PostgreSQL server:

CREATE USER repluser REPLICATION LOGIN CONNECTION LIMIT 1 ENCRYPTED PASSWORD 'StrongPassword123!';

Primary Prep: Access Control

Next, we need to tell the primary server to accept connections from our standby server for replication. Edit the pg_hba.conf file on your primary server.

Add an entry like this, replacing 192.168.1.100 with the actual IP address of your standby server:

host    replication     repluser        192.168.1.100/32        md5

Primary Prep: Apply Changes

After modifying pg_hba.conf, PostgreSQL needs to reload its configuration. You can do this without a full restart in most cases.

Execute this command on your primary server:

sudo systemctl reload postgresql

Standby: Initial Data Copy

Now, let's move to the standby server. The first step is to get a base copy of the primary's data directory. We use pg_basebackup for this. This command connects to the primary, copies all its data, and creates necessary recovery configuration files.

Run this command on your standby server, replacing placeholders:

pg_basebackup -h primary_ip -U repluser -D /var/lib/postgresql/16/main -P -R

Decoding pg_basebackup Options

Let's break down the pg_basebackup options:

  • -h primary_ip: Hostname or IP of the primary server.
  • -U repluser: The replication user we created.
  • -D /path/to/data: The data directory on the standby.
  • -P: Show progress during the backup.
  • -R: Crucial! Creates a standby.signal file and appends primary_conninfo to postgresql.conf, configuring the standby for recovery.

Standby: Essential Configuration

The -R option handles most of the recovery setup. However, ensure hot_standby is enabled in the standby's postgresql.conf if you want to use it for read queries.

Open postgresql.conf on the standby and ensure this line is present and uncommented:

hot_standby = on

Standby: Connection String

The -R option should have automatically added a primary_conninfo entry to your standby's postgresql.conf. This tells the standby how to connect to the primary.

Verify it looks similar to this, with your actual primary IP and replication user password:

primary_conninfo = 'host=primary_ip port=5432 user=repluser password=StrongPassword123!'

Starting the Standby

With the data copied and configuration in place, you can now start the PostgreSQL service on your standby server. It will automatically begin connecting to the primary and streaming WAL records.

Execute this command on your standby server:

sudo systemctl start postgresql

Verify Replication Status

To confirm that replication is working, connect to your primary server and query the pg_stat_replication view. You should see an entry for your standby server.

A state of 'streaming' indicates success!

SELECT client_addr, state, sync_state FROM pg_stat_replication;

Check Your Setup

You've just set up a PostgreSQL standby! Let's test your understanding of a key step.

Standby Setup Summary

Great job! You've successfully configured a PostgreSQL standby server for streaming replication. This involves:

  • Creating a replication user on the primary.
  • Configuring pg_hba.conf on the primary.
  • Using pg_basebackup -R on the standby for initial data copy and automatic configuration.
  • Ensuring hot_standby = on on the standby.
  • Starting the standby and verifying its status.

Your standby is now ready to receive continuous updates from the primary!

Frequently asked questions

Is the “Setting Up a Standby Server” lesson free?

Yes — the full text of “Setting Up a Standby Server” is free to read here on the web, and the Advanced PostgreSQL: Indexing, Partitioning, Replication course includes 4 lessons in total. To practise it interactively (a built-in code editor and a 24/7 AI tutor) and unlock the rest of the Advanced PostgreSQL: Indexing, Partitioning, Replication course, upgrade to CoddyKit PRO.

What will I learn in “Setting Up a Standby Server”?

Walk through the practical steps to initialize and configure a PostgreSQL standby server for continuous data synchronization. You practise Advanced PostgreSQL: Indexing, Partitioning, Replication with hands-on code you run directly in the browser, and a 24/7 AI tutor answers your questions as you work through the lesson.

Do I need any experience to start Advanced PostgreSQL: Indexing, Partitioning, Replication?

No prior experience is required. Advanced PostgreSQL: Indexing, Partitioning, Replication on CoddyKit is structured for beginners through advanced learners; this is — lesson 3 of 4, so you can start here or from the beginning and move at your own pace.

How long does the “Setting Up a Standby Server” lesson take?

Most CoddyKit lessons take about 5–10 minutes. Each one is bite-sized and interactive, so you make steady progress and pick up exactly where you left off across the web and the app.

Can I write and run code in this Advanced PostgreSQL: Indexing, Partitioning, Replication lesson?

Yes. Every Advanced PostgreSQL: Indexing, Partitioning, Replication lesson includes a built-in code editor, so you write and run real code right in your browser and get instant AI feedback — no local setup required.

All lessons in this course

  1. Understanding Replication Concepts
  2. Physical Replication (Streaming)
  3. Setting Up a Standby Server
  4. Synchronous vs Asynchronous Replication
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