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EDB Postgres

™ Enterprise Manager

Getting Started Guide

Version 6.0

March 7, 2016

EDB Postgres Enterprise Manager Getting Started Guide by EnterpriseDB® Corporation

Copyright © 2016 EnterpriseDB Corporation. All rights reserved.

EnterpriseDB Corporation, 34 Crosby Drive Suite 100, Bedford, MA 01730, USA

T

+1 781 357 3390

F

+1 978 589 5701

E

[email protected]

www

.enterprisedb.com

EnterpriseDB, EDB Postgres, Postgres Plus, Postgres Enterprise Manager, and DynaTune are trademarks of

EnterpriseDB Corporation. Other names may be trademarks of their respective owners. © 2016.

EDB Postgres Enterprise Manager Getting Started Guide

Table of Contents

1 Introduction ................................................................................................................. 5

1.1

Typographical Conventions Used in this Guide ................................................. 7

2 Postgres Enterprise Manager - Overview ................................................................... 8

2.1

Why Postgres Enterprise Manager? .................................................................... 8

2.2

General Architecture ......................................................................................... 10

2.3

Supported Versions and Platforms.................................................................... 11

3 Installing Postgres Enterprise Manager .................................................................... 13

3.1

Starting and Stopping the PEM Server and Agents .......................................... 14

3.2

The PEM Client - User Interface Basics ........................................................... 16

3.3

Using the PEM Web Client............................................................................... 17

3.4

Online Help and Documentation ...................................................................... 20

3.5

Logging on to the PEM Server ......................................................................... 21

3.6

Adding a Managed Server ................................................................................ 23

3.7

Remotely Starting and Stopping Monitored Servers ........................................ 33

4 General Database Administration ............................................................................. 34

4.1

Editing a Server’s Configuration ...................................................................... 34

4.2

Managing Security ............................................................................................ 36

4.2.1

Login Roles ................................................................................................... 36

4.2.2

Group Roles .................................................................................................. 37

4.2.3

Using a Team Role........................................................................................ 37

4.2.4

Object Permissions........................................................................................ 38

4.3

Managing Storage ............................................................................................. 39

4.4

Creating and Maintaining Databases and Objects ............................................ 40

4.5

SQL Development ............................................................................................ 42

5 Package Deployment ................................................................................................ 44

5.1

Installing a New Package .................................................................................. 47

5.2

Upgrading an Installed Package........................................................................ 52

6 Performance Monitoring and Management .............................................................. 56

6.1

Using Dashboards to View Performance Information ...................................... 56

6.2

Creating a Custom Dashboard .......................................................................... 60

6.2.1

Creating an Ops Dashboard .......................................................................... 66

6.3

Creating a Custom Chart ................................................................................... 68

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EDB Postgres Enterprise Manager Getting Started Guide

6.3.1

Controlling and Customizing Charts, Graphs and Tables ............................ 72

6.4

Customizing Probes .......................................................................................... 73

6.5

Customizing Alerts ........................................................................................... 75

6.5.1

Creating a Custom Alert ............................................................................... 75

6.5.1.1

Audit Log Alerting ................................................................................ 80

6.5.2

Using PEM with Nagios ............................................................................... 81

6.5.3

Creating a Custom Alert Template ............................................................... 82

6.6

Viewing and Responding to Alerts ................................................................... 87

7 Capacity Manager ..................................................................................................... 88

7.1

Performing Trend Analysis ............................................................................... 88

7.2

Forecasting Future Trends ................................................................................ 92

8 Audit Manager .......................................................................................................... 93

8.1

Setting the Advanced Server Instance Service ID ............................................ 94

8.2

Setting the EDB Audit Configuration Probe .................................................... 95

8.3

Configuring Audit Logging with the Audit Manager ....................................... 96

8.4

Viewing the Log with the Audit Log Dashboard............................................ 104

9 Log Manager ........................................................................................................... 106

9.1

Reviewing the Server Log Analysis Dashboard ............................................. 118

10 Postgres Log Analysis Expert ................................................................................. 120

10.1

Reviewing the Postgres Log Analysis Expert Report ..................................... 126

11 SQL Profiling and Analysis .................................................................................... 127

11.1

Setup and Configuration ................................................................................. 127

11.2

Creating a New SQL Trace ............................................................................. 128

11.3

Analyzing a SQL Trace Output ...................................................................... 130

11.4

Using the Index Advisor ................................................................................. 132

12 Tuning Wizard ........................................................................................................ 133

13 Postgres Expert - Best Practice Enforcement ......................................................... 141

13.1

Using the Postgres Expert Wizard .................................................................. 141

13.2

Reviewing Postgres Expert Recommendations .............................................. 145

14 Configuring Streaming Replication ........................................................................ 147

14.1

Monitoring Replication and Failover .............................................................. 160

14.2

Replacing a Master Node ................................................................................ 162

15 Conclusion .............................................................................................................. 163

15.1

About EnterpriseDB........................................................................................ 163

Copyright © 2016 EnterpriseDB Corporation. All rights reserved. 4

1 Introduction

Notice: The names for EDB’s products have changed.

The product formerly referred to as Postgres Plus Advanced Server is now referred to as

EDB Postgres Advanced Server (Advanced Server).

The product formerly referred to as Postgres Enterprise Manager (PEM) is now referred to as EDB Postgres Enterprise Manager (EDB Enterprise Manager).

Until a new version of this documentation is published, wherever you see an earlier

version of a product name, you may substitute it with the current name. Name changes in

software and software outputs will be phased in over time.

This document provides an introduction to Postgres Enterprise Manager™ (PEM) and is written to acquaint you with the basics of the toolset and help you be successful in your database management activities. This guide is broken up into the following core sections and categories:

Postgres Enterprise Manager Overview

Chapter 2 provides information about

PEM functionality, components, architecture, and supported platforms.

Installation, configuration and general setup – Chapter 3 provides an overview

of PEM's installation and configuration steps.

General database administration

Chapter 4 will assist you in performing

general database administration tasks, and SQL query and stored procedure development.

Package Deployment – Chapter 5 introduces you to the PEM Package

Deployment wizard.

Performance monitoring

Chapter 6 provides an introduction to monitoring and

troubleshooting performance on your database servers.

Capacity planning

Chapter 7 discusses how to perform trend analysis and

forecasting from data collected in Postgres Enterprise Manager.

Audit Manager – Chapter 8 provides information about using Audit Manager to

configure logging attributes, and using the Audit Log Analysis dashboard to filter and review the log files.

EDB Postgres Enterprise Manager Getting Started Guide

Log Manager – Chapter 9 walks you through using Log Manager to modify

server log configuration parameters, and using the Server Log Analysis dashboard to filter and review the server log.

Postgres Log Analysis Expert – Chapter 10 introduces you to the Log Analysis

expert. The Log Analysis Expert analyzes the log files of registered servers and produces a report that provides an analysis of your Postgres cluster's usage based on log file entries.

SQL Profiling – Chapter 11 describes how to capture a SQL workload and

analyze the output to tune and fix poorly running SQL.

Tuning Wizard – Chapter 12 walks you through using the PEM Tuning Wizard.

The PEM Tuning Wizard reviews your installation and recommends a set of configuration options that will help tune your installation.

Postgres Expert - Best Practices Enforcement

Chapter 13 discusses how to

use Postgres Expert to uncover configuration or design issues that need correcting on your database servers.

Streaming Replication Wizard

Chapter 14 discusses using the Streaming

Replication wizard to configure Postgres Streaming Replication on new or existing servers, and how to monitor the servers when the replication scenario is up and running.

This guide is not a comprehensive resource; rather, it is meant to serve as an aid to help you evaluate the tool and bring you up to speed with the basics of how to use the product.

For more detailed information about using PEM's functionality, please see the online help made available by the PEM client.

This document uses Postgres to mean either the PostgreSQL or EDB Postgres Advanced

Server database.

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EDB Postgres Enterprise Manager Getting Started Guide

1.1 Typographical Conventions Used in this Guide

Certain typographical conventions are used in this manual to clarify the meaning and usage of various commands, statements, programs, examples, etc. This section provides a summary of these conventions.

In the following descriptions a term refers to any word or group of words that are language keywords, user-supplied values, literals, etc. A term’s exact meaning depends upon the context in which it is used.

Italic font introduces a new term, typically, in the sentence that defines it for the first time.

Fixed-width (mono-spaced) font is used for terms that must be given literally such as SQL commands, specific table and column names used in the examples, programming language keywords, etc. For example,

SELECT * FROM emp;

Italic fixed-width font

is used for terms for which the user must substitute values in actual usage. For example,

DELETE FROM

table_name

;

A vertical pipe | denotes a choice between the terms on either side of the pipe. A vertical pipe is used to separate two or more alternative terms within square brackets (optional choices) or braces (one mandatory choice).

Square brackets [ ] denote that one or none of the enclosed term(s) may be substituted. For example,

[ a | b ]

, means choose one of “ a

” or “ b

” or neither of the two.

Braces {} denote that exactly one of the enclosed alternatives must be specified.

For example,

{ a | b }

, means exactly one of “ a

” or “ b

” must be specified.

Ellipses ... denote that the proceeding term may be repeated. For example,

[ a | b ] ...

means that you may have the sequence, “ b a a b a

”.

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EDB Postgres Enterprise Manager Getting Started Guide

2 Postgres Enterprise Manager -

Overview

Postgres Enterprise Manager (PEM) is an enterprise management tool designed to assist database administrators, system architects, and performance analysts in administering, monitoring, and tuning PostgreSQL and EnterpriseDB Advanced Server database servers.

PEM is architected to manage and monitor anywhere from a handful, to hundreds of servers from a single console, allowing complete and remote control over all aspects of your databases.

2.1 Why Postgres Enterprise Manager?

PEM provides a number of benefits not found in any other PostgreSQL management tool:

Management en Masse Design. PEM is designed for enterprise database management, and is built to tackle the management of large numbers of servers across geographical boundaries. Global dashboards keep you up to date on the up/down/performance status of all your servers in an at-a-glance fashion.

Distributed Architecture. PEM is architected in a way that maximizes its ability to gather statistical information and to perform operations remotely on machines regardless of operating system platform.

Graphical Administration. All aspects of database administration can be carried out in the PEM client via a graphical interface. Server startup and shutdown, configuration management, storage and security control, object creation, performance management, and more can be handled from a single console.

Full SQL IDE. PEM contains a robust SQL integrated development environment

(IDE) that provides ad-hoc SQL querying, stored procedure/function development, and a graphical debugger.

Enterprise Performance Monitoring. PEM provides enterprise-class performance monitoring for all managed database servers. Lightweight and efficient agents monitor all aspects of each database server’s operations as well as each machine’s underlying operating system and provide detailed statistics back to easily navigated performance pages within the interface.

Proactive Alert Management. PEM ships out-of-the-box with the ability to create performance thresholds for each key metric (e.g. memory, storage, etc.) that are monitored around-the-clock. Any threshold violation results in an alert being sent to a centralized dashboard that communicates the nature of the problem

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EDB Postgres Enterprise Manager Getting Started Guide and what actions are necessary to prevent the situation from jeopardizing the overall performance of the server.

Simplified Capacity Planning. All key performance-related statistics are automatically collected and retained for a specified period of time in PEM’s repository. The Capacity Manager utility allows you to select various statistics and perform trend analysis over time to understand things such as peak load periods, storage consumption trends, and much more. A forecasting mechanism in the tool allows you to also forecast resource usage in the future and plan/budget accordingly.

Audit Manager. The Audit Manager configures audit logging on Advanced

Server instances. Activities such as connections to a database, disconnections from a database, and the SQL statements run against a database can be logged.

The

Audit Log

dashboard can then be used to filter and view the log.

Log Manager. The Log Manager wizard configures server logging parameters, with (optional) log collection into a central table. Use the wizard to specify your preference for logging behaviors such as log file rotation, log destination and error message severity. Use the

Server Log

dashboard to filter and review the collected server log entries.

SQL Workload Profiling. PEM contains a SQL profiling utility that allows you to trace the SQL statements that are executed against one or more servers. SQL profiling can either be done in an ad-hoc or scheduled manner. Captured SQL statements can then be filtered so you can easily identify and tune poorly running

SQL statements. SQL statements can also be fed into an Index Advisor on

Advanced Server that analyzes each statement and makes recommendations on new indexes that should be created to help performance.

Expert Database Analysis. PEM includes the Postgres Expert utility. Postgres

Expert analyzes selected databases for best practice enforcement purposes. Areas such as general configuration, security setup, and much more are examined. Any deviations from recommended best practices are reported back to you, along with an explanation of each particular issue, and expert help on what to do about making things right.

Streaming Replication Configuration and Monitoring. The Streaming

Replication wizard simplifies the process of adding new servers to a Postgres streaming replication scenario or configuring existing servers to create a replication scenario. After configuring the replication scenario, you can monitor the scenario on the Streaming Replication dashboard or use options on the PEM client to promote a standby node to the master node.

Secure Client Connectivity. PEM supports secure client connections through an encrypted SSH tunnel. The full-featured PEM client includes an SSH Tunnel

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EDB Postgres Enterprise Manager Getting Started Guide definition dialog that allows you to provide connection information for a secure connection.

Wide Platform Support. PEM supports most major Linux and Windows platforms.

2.2 General Architecture

PEM is composed of three primary components (see Figure 2.1):

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EDB Postgres Enterprise Manager Getting Started Guide

The PEM Server

The PEM server provides the functionality at the core of Postgres Enterprise

Manager. The server is responsible for:

Performing administration functions

Processing information received from agents

Maintaining information in its repository.

The PEM Agent

The PEM agent is responsible for performing tasks on each managed machine and collecting statistics for the database server and operating system.

The PEM Client

The PEM client is the user console from which all operations are carried out (e.g. database administration, viewing performance information, etc.).

Figure 2.1 - The Postgres Enterprise Manager general architecture.

2.3 Supported Versions and Platforms

The PEM server and client are supported on:

64-bit Windows:

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EDB Postgres Enterprise Manager Getting Started Guide

Windows Server 2012 R2

Windows Server 2008 R2 Server

64-bit Linux:

CentOS 6.x and 7.x

Debian 7.6

OEL 6.x and 7.x

Red Hat Enterprise Linux 6.x and 7.x

SLES 11.x and 12.x

Ubuntu 14.04

The PEM server is supported on these platforms, using Advanced Server or PostgreSQL backing databases (version 9.1 and higher).

The PEM agent is supported on any Linux or Windows platform on which Advanced

Server or PostgreSQL version 9.1 or higher is supported.

The PEM web client is supported on the following browsers:

Google Chrome

Mozilla Firefox

Internet Explorer

Apple Safari

PostgreSQL Version Support

PEM can manage and monitor:

PostgreSQL versions 9.1 and higher

Advanced Server 9.1 and higher

SQL Profiler

SQL Profiler for Postgres Enterprise Manager is supported on Advanced Server

EnterpriseDB distributions of PostgreSQL version 9.1 and above.

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EDB Postgres Enterprise Manager Getting Started Guide

3 Installing Postgres Enterprise

Manager

This section provides an overview of Postgres Enterprise Manager (PEM) installation and configuration; for detailed instructions, please consult the Postgres Enterprise Manager

Installation Guide, available at: http://enterprisedb.com/products-services-training/products/documentation

The basic steps involved in the PEM installation process are:

1. Install the PEM server components. The PEM server software and backend database (named pem

) may reside on the same host as the supporting

ApacheHTTPD server, or may reside on a separate host. You may use an existing

Postgres server to host the PEM server, or use the PostgreSQL installer bundled with the PEM server installer to create the backend database.

The PEM server installer also installs a PEM agent on the host of the PEM server.

2. Install a PEM client on the machine from which you will manage your Postgres servers.

You can use the PEM web client (installed by default with the PEM server installer) to manage your PEM installation, or install the full-featured PEM client.

Unlike the lighter web-client, the full-featured PEM client allows you to execute

SQL commands through a secure SSH tunnel.

3. Optionally, install a PEM agent on each additional physical or virtual machine that you would like to manage or monitor with PEM. PEM 6.0 supports remote monitoring of a server by an agent that does not reside on the same host as the monitored system.

If you do not wish to install an agent on each monitored system, specify a nonresident agent to monitor the system when you register the monitored database with the PEM server.

4. Install the SQL Profiler component into each Postgres instance on which you want to perform SQL capture and analysis. The SQL Profiler installer prompts you for the location of your Postgres installation, and places the required software into that directory. The SQL Profiler plugin is already installed on Advanced

Server instances, and requires only configuration to enable profiling.

Graphical installers will lead you through installing and configuring each component of

PEM.

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EDB Postgres Enterprise Manager Getting Started Guide

3.1 Starting and Stopping the PEM Server and Agents

The PEM Server starts, stops and restarts when the Postgres server instance on which it resides starts, stops or restarts; use the same commands to control the PEM server that you would use to control the Postgres server.

On Linux

On Linux platforms, PEM service scripts reside in the

/etc/init.d

directory. The default name of the service script that controls:

A PEM server host on Advanced Server is ppas-9.x

.

A PEM server host on PostgreSQL is postgresql-9.x

.

A PEM agent is pemagent

.

Where

x

indicates the server version number.

You can use the service script to control the service. Enter:

/etc/init.d/service_name action

Where:

service_name service_name

is the name of the service.

action

action

specifies the action taken by the service command. Specify:

 start

to start the service.

 stop

to stop the service.

 restart

to stop and then start the service.

 status

to check the status of the service.

On Windows

The Windows operating system includes a graphical service controller that displays the server status, and offers point-and-click server control. The registered name of the service that controls:

A PEM server host on PostgreSQL is postgresql-9.x

.

A PEM server host on Advanced Server is ppas-9.x

.

A PEM agent is pemagent

.

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EDB Postgres Enterprise Manager Getting Started Guide

The

Services

utility can be accessed through the Windows

Control Panel

. When the utility opens, use the scroll bar to navigate through the listed services to highlight the service name (see Figure 8.2).

Figure 8.2 – The PEM service in the Windows Services window.

The

Stop the service

option stops the server instance. Any user (or client application) connected to the Postgres server will be abruptly disconnected if you stop the service.

Use the

Pause the service

option to instruct Postgres to reload the server configuration parameters. The

Pause the service

option is an effective way to reset the server parameters without disrupting user sessions for many of the configuration parameters.

Use the

Start the service

option to start the service.

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EDB Postgres Enterprise Manager Getting Started Guide

3.2 The PEM Client - User Interface Basics

The main elements of the PEM client interface are the Tabbed Dashboard Browser, the

Main Toolbar, and the Tree Control as shown in Figure 3.1.

Figure 3.1 - The PEM client interface.

PEM uses a standard tree control to connect to and navigate through the contents of all managed servers. The menus provide easy access to various tasks, and are context sensitive so only those tasks that are appropriate for the selected object are active. The graphical toolbar provides quick access to the most commonly used tasks and utilities.

The right pane of the client interface allows you to use tabbed browsing to review details about selected objects in the tree control. Like most web browsers, you can open multiple tabs for different views, close selected tabs when you're finished reviewing the contents, and navigate through multiple reports on the same tab using back and forward toolbar buttons.

Note that some utilities and interfaces in PEM do not run within the client interface, but instead open in a separate interactive dialog. These include interfaces such as the SQL

IDE and the SQL Profiler. This allows for greater flexibility when using these tools on systems with multiple monitors or virtual desktops.

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EDB Postgres Enterprise Manager Getting Started Guide

3.3 Using the PEM Web Client

You can use the Postgres Enterprise Manager web client in your browser of choice to maintain your PostgreSQL and Advanced Server databases. The PEM web client can help preserve security on monitored servers by providing access to statistical and status information about objects that reside on a monitored server without requiring an actual connection to each server.

Please note that the PEM web client displays information gathered by the PEM agents,

rather than displaying a current view from system catalogs on the monitored servers.

The web client is distributed with, and installed by the PEM server installer. To open the

PEM web client, navigate through the

Applications

menu (on the Linux OS menu) or the

Start

menu (on the Windows OS menu) to the

Postgres Enterprise Manager menu; select

PEM Web Client

from the pull-aside menu.

The

Postgres Enterprise Manager Web Login

window (shown in Figure 3.2) opens:

Figure 3.2 - The PEM Web Login page.

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EDB Postgres Enterprise Manager Getting Started Guide

Use the fields on the

PEM Web Login

window to authenticate yourself with the PEM server:

Provide the name of a PEM user in the

Username

field.

Provide the password associated with the PEM user in the

Password

field.

Check the box next to

Show system objects?

to instruct PEM to display the contents, properties and statistics of system databases (such as template0

) and system schemas (such as public

) in the tree control.

After providing your credentials, click

Login

to connect to PEM. The main window of the PEM web client opens, displaying the

Global Overview Dashboard

as shown in

Figure 3.3.

Figure 3.3 - The Global Overview dashboard, displayed in the web client.

Like the full-featured PEM client, the left panel of the web client displays a tree control that provides access to information about the database objects that reside on each server.

The tree control expands to display a hierarchical view of the servers and objects that are monitored by the PEM server.

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EDB Postgres Enterprise Manager Getting Started Guide

Menu selections displayed across the top of the tree control panel allow access to PEM features and functionality:

Use options on the

File

menu to add and drop servers, drop PEM agents, change your PEM server password, or log out of the PEM web client.

Use options on the

Management

menu to invoke PEM wizards and manage PEM features.

Use options on the

Help

menu menu to access help text for PEM or PostgreSQL, or to review version information about PEM and supporting software.

The main panel of PEM web client displays a set of tabs; each tab displays a different collection of information about the object currently selected in the tree control.

Open the

Properties

tab to display the properties of the item currently highlighted in the tree control.

Open the Statistics

tab to display usage statistics (if applicable) for the object currently highlighted in the tree control.

Open the

Dashboard

tab to access information presented on PEM dashboards.

Dashboards display statistical information about the objects monitored by the

PEM server.

Navigation menus displayed in the dashboard header provide easy access to other dashboards. Menus are organised hierarchically; only those menus appropriate for the object currently highlighted in the tree control are available:

Select

Global Overview

from any dashboard to return to the

Global

Overview

dashboard.

Select the name of an agent from the

Agents

menu to navigate to the

Operating System Analysis

dashboard for that agent.

Select a server name from the

Servers

menu to navigate to the

Server

Analysis

dashboard for that server.

Select a database name from the

Databases

menu to navigate to the

Database

Analysis

dashboard for that database.

Use the

Dashboards

menu to navigate to informational dashboards at the global level, or for the selected agent, server or database.

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EDB Postgres Enterprise Manager Getting Started Guide

3.4 Online Help and Documentation

PEM contains built-in help that you can reference for assistance in using the tool (see

Figure 3.2). To access the full online help for PEM, select

Help contents

from the

Help

option on the main menu.

Figure 3.2 - PEM's Help dialog.

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EDB Postgres Enterprise Manager Getting Started Guide

3.5 Logging on to the PEM Server

To logon to the PEM server, navigate through the

File

menu, and select the

Enterprise Manager Logon

menu option, or click the

Logon

toolbar button (as shown in Figure 3.3).

Figure 3.3 - PEM's Logon Button.

When the

PEM Server Logon

dialog opens, provide the PEM server’s IP address or host name, and the user name and password specified during installation. A successful login will prompt the PEM client to display a new node in the control tree labeled

PEM Server

Directory

, and a node called

PEM Agents

(PEM agents).

After logging in to the PEM server, you can add new servers to manage.

Note: ApacheHTTPD must be running in order for the PEM client to connect to the PEM server.

On Linux, you can confirm the status of the Apache service by opening a command line, and entering the following command: ps -ef | grep apache

If Linux responds with an answer that is similar to the following example,

ApacheHTTPD is not running: user 13321 13267 0 07:37 pts/1 00:00:00 grep apache

You can use the following command to start ApacheHTTPD:

/etc/init.d/EnterpriseDBApacheHTTPD start

If ApacheHTTPD starts properly, the ps -ef

command will result in output similar to the following:

$ # ps -ef | grep apache root 24924 1 0 07:50 ? 00:00:00 /opt/PostgreSQL/EnterpriseDB-

ApacheHTTPD/apache/bin/httpd -k start -f /opt/PostgreSQL/EnterpriseDB-

ApacheHTTPD/apache/conf/httpd.conf

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EDB Postgres Enterprise Manager Getting Started Guide daemon 24925 24924 0 07:50 ? 00:00:00 /opt/PostgreSQL/EnterpriseDB-

ApacheHTTPD/apache/bin/httpd -k start -f /opt/PostgreSQL/EnterpriseDB-

ApacheHTTPD/apache/conf/httpd.conf daemon 24926 24924 0 07:50 ? 00:00:00 /opt/PostgreSQL/EnterpriseDB-

ApacheHTTPD/apache/bin/httpd -k start -f /opt/PostgreSQL/EnterpriseDB-

ApacheHTTPD/apache/conf/httpd.conf daemon 24927 24924 0 07:50 ? 00:00:00 /opt/PostgreSQL/EnterpriseDB-

ApacheHTTPD/apache/bin/httpd -k start -f /opt/PostgreSQL/EnterpriseDB-

ApacheHTTPD/apache/conf/httpd.conf root 25237 22923 0 07:52 pts/0 00:00:00 grep apache

On Windows, you can use the

Services

applet to check the status of the

ApacheHTTPD service.

To confirm the status of the ApacheHTTPD service, navigate through the

Control

Panel

, to

System and Security

; select

Administrative Tools

, and then

Services

. The ApacheHTTPD server runs as a service named

EnterpriseDB-

ApacheHTTPD

(see Figure 8.3).

Figure 3.4 - The EnterpriseDB ApacheHTTPD Windows service.

The

Status

column displays the current state of the ApacheHTTPD server. Click the

Start

link to start ApacheHTTPD if the service is not running.

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EDB Postgres Enterprise Manager Getting Started Guide

3.6 Adding a Managed Server

A server definition may be configured locally or in the PEM Server Directory:

Local servers typically reside on the same machine as the PEM client, and are considered to be unmanaged by PEM.

Servers residing in the PEM Server Directory are considered to be managed, and are available to all PEM users. Servers in the PEM directory will normally be bound to an agent to enable monitoring and other PEM functionality.

The process of configuring a server, either managed or unmanaged, is referred to as adding or registering a server.

Please note: You must ensure the pg_hba.conf

file of the server that you are registering allows connections from the host of the PEM client.

To open the

New Server Registration

dialog, click on the

Add Server

button on the client toolbar, or select

Add Server

from the

File

menu.

Figure 3.5 - The Properties tab of the New Server Registration dialog.

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EDB Postgres Enterprise Manager Getting Started Guide

The Properties Tab

Use fields on the

Properties Tab

(shown in Figure 3.5) to enter the connection details for the new server.

Enter a descriptive name for the server in the

Name

field; the descriptive name will be displayed in the tree control.

Enter the host name or IP address in the Host

field.

Enter the listener port number of the PostgreSQL or Advanced Server host in the

Port

field.

Use the

Service

field to specify the name of a service configured in the pg_service.conf file.

Select a maintenance database with the drop-down list box in the

Maintenance

DB

field.

Specify the

Username

that the new server will use when connecting to the database; the specified user must have membership in the pem-admin

role.

Enter the password associated with the user in the

Password

field.

Check the box next to

Store password

to instruct the PEM client to store the password for future connections.

Check the box next to

Store on PEM Server

to instruct the PEM client to store the definition of the server on the PEM server.

If the connecting role is not a member of pem_admin

(they are connected using the read-only pem_user

role), or the user has not logged in to the PEM server, the server definition is stored for the current user only.

Use the Colour

selector to specify a background display color for the server.

Select a server group for the new server using the drop-down list box in the

Group

field. The new server will be displayed in the selected group in the PEM client tree control.

Use the

Team

field to specify a Team role name. Only PEM users who are members of this role, who created the server initially, or have superuser privileges on the PEM server will see this server when they log on to PEM. If this field is left blank, all PEM users will see the server. For more information about defining

a Team role, see Section 4.2.3.

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EDB Postgres Enterprise Manager Getting Started Guide

Tip: Do not click

OK

(yet) if you wish to register the server as a managed server. To register the server as a managed server, you must complete the

PEM Agent

tab, binding the server to a PEM agent.

Figure 3.6 - The SSL tab of the New Server Registration dialog.

The SSL Tab

Use fields on the

SSL

tab (shown in Figure 3.6) to specify any SSL options required.

Use the drop-down list box in the

SSL

field to select an SSL mode:

Specify: require prefer allow disable verify-ca

To require SSL encryption for transactions between the server and the agent.

To use SSL encryption between the server and the agent if

SSL encryption is available.

To allow the connection to use SSL if required by the server.

To disable SSL encryption between the agent and the server.

To require SSL encryption, and to require the server to authenticate using a certificate registered by a certificate

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EDB Postgres Enterprise Manager Getting Started Guide verify-full authority.

To require SSL encryption, and to require the server to authenticate using a certificate registered by a trusted certificate authority.

For more information about using SSL encryption, see Section 31.17 of the

Postgres documentation.

If applicable, use the

Server Root Certificate File

field to access a file browser, and specify the location of the server root certificate.

If applicable, use the

Server Certificate Revocation List

field to access a file browser, and specify the location of the certificate revocation list.

If applicable, use the

Client Certificate File

field to access a file browser, and specify the location of the client certificate.

If applicable, use the

Client Key File

field to access a file browser, and specify the location of the client key file.

Check the box next to SSL Compression

to instruct the server to compress the

SSL data stream.

For more information about implementing SSL support, see Chapter 31.17 of the

Postgres Core Documentation, available at the EnterpriseDB website at: http://www.postgresql.org/docs/9.5/static/libpq-ssl.html

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EDB Postgres Enterprise Manager Getting Started Guide

Figure 3.7 - The SSH Tunnel tab of the New Server Registration dialog.

The SSH Tunnel Tab

Use the fields on the

SSH Tunnel

tab (shown in Figure 3.7) to implement SSH tunneling to the new server; check the box next to

Use SSH tunneling

to enable the fields:

Check the box next to Use SSH tunneling

to instruct PEM to use SSH tunneling to communicate with the monitored server.

Specify the name or IP address of the proxy host (through which client connections will be forwarded) in the

Tunnel host

field.

Specify the port that should be used for the tunnel in the

Tunnel port

field.

Specify the name of a user with connection privileges for the tunnel host in the

Username

field.

Specify the type of authentication that will be used when connecting to the tunnel host in the

Authentication

field.

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Select the radio button next to

Password

to specify that the PEM client will provide a password for authentication by the tunnel host. This is the default.

Select the radio button next to

Identity file

to specify that the PEM client will provide a valid private key file when connecting.

If the tunnel host is expecting a private key file for authentication, use the

Identity file

field to specify the location of the key file.

If the tunnel host is expecting a password, use the

Password

/

Passphrase

field to specify a word or phrase that will be provided to the tunnel host for authentication.

Figure 3.8 - The Advanced tab of the New Server Registration dialog.

The Advanced Tab

Use the fields on the

Advanced

tab (shown in Figure 3.8) to specify connection information for the new server:

Specify the address of the host in the Host Address

field.

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Check the box next to

Connect now

to instruct the PEM client to negotiate a connection for the new server after you have completed the

New Server

Registration

form and clicked

OK

.

Check the box next to

Restore env?

to instruct PEM to restore the browser environment when you reconnect to this server. If you regularly use different databases on the same server you may want to deselect this option.

If you specify a role name in the

Rolename

field, PEM will connect to the server using the identity specified on the

Properties

tab; after establishing a connection with the server, the client will assume the identity and permissions of the role specified in the

Rolename

field. The role specified on the

Properties tab must be a member of the role specified on the

Advanced

tab.

Specify an SQL restriction in the

DB restriction

field to limit the databases displayed in the PEM client. For example, enter:

'live_db', 'test_db'

to display only live_db

and test_db

in the PEM browser.

Specify the name of the PostgreSQL or Advanced Server service in the

Service

ID

field on the

Advanced

tab. This allows the PEM server to stop and start the service.

On Unix systems, provide the name of the service script located in

/etc/init.d

On Windows, provide the ID of the service. You can find the service ID in the

Services

Microsoft Management Console application.

The Advanced Server installer uses a default service ID of ppas-9.x

, where x specifies the version number of the server. For example, the service ID of

Advanced Server 9.5 is ppas-9.5

The EnterpriseDB one-click installer (for PostgreSQL) uses a default service ID of postgresql-9.x

where x

specifies the version number of the server. For example, the service ID of Advanced Server 9.5 is postgresql-9.5

If the server is a member of a Failover Manager cluster, you can use PEM to monitor the health of the cluster and to replace the master node if necessary. To enable PEM to monitor Failover Manager, use the EFM Cluster Name field to specify the cluster name. The cluster name is the prefix of the name of the

Failover Manager cluster properties file. For example, if the cluster properties file is named efm

.properties, the cluster name is efm

.

If you are using PEM to monitor the status of a Failover Manager cluster, use the

EFM Installation Path

field to specify the location of the Failover Manager

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EDB Postgres Enterprise Manager Getting Started Guide binary file. By default, the Failover Manager binary file is installed in

/usr/efm-2.0/bin

.

Figure 3.9 - The PEM Agent tab of the New Server Registration dialog.

The PEM Agent Tab

Use fields on the

PEM Agent

tab (shown in Figure 3.9) to create a binding between the new server and a PEM agent. A binding provides the link between the PEM server and the PEM agent that allows the PEM server to monitor and manage that agent. The binding also provides the connection parameters that the agent uses when connecting to the PEM server.

It is important to note that the agent may use different connection credentials when connecting to the monitored server than the client uses. For example, the agent on a Unix host may use a Unix Domain Socket to connect to the server, while the client may connect via a connection pooler on an entirely separate host.

Check the box next to

Remote monitoring ?

to indicate that the PEM agent does not reside on the same host as the monitored server. When remote monitoring is enabled, agent level statistics for the monitored server will not be available for custom charts and dashboards, and the remote server will not be

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EDB Postgres Enterprise Manager Getting Started Guide accessible by some PEM utilities (such as Audit Manager, Capacity Manager,

Log Manager, Postgres Expert, and Tuning Wizard).

Select an Enterprise Manager agent using the drop-down list box to the right of the

Bound Agent

label.

Enter the IP address that the agent should use when connecting to the Advanced

Server host in the

Host

field. You may wish to specify a different

Host

address on the PEM agent tab than the address used on the

Properties

tab. For example, you can configure the PEM agent to connect via a Unix socket to the monitored server, while the client connects using an SSL connection to a forwarded port on an external firewall (that is not appropriate for the agent).

Enter the port number that the server is monitoring for connections in the Port field. By default, the agent will use the port defined on the

Properties

tab.

Use the SSL field to specify an SSL operational mode; specify require

, prefer

, allow

, disable

, verify-ca

or verify-full

.

For more information about using SSL encryption, see Section 31.17 of the

Postgres documentation.

Use the

Database

field to specify the name of the database to which the agent will initially connect.

Specify the name of the role that agent should use when connecting to the server in the

Username

field.

Specify the password that the agent should use when connecting to the server in the

Password

field.

Verify the password by re-entering it in the

Confirm Password

field. If you do not specify a password, you must configure the authentication for the agent manually (for example, by using a

.pgpass

file).

Use the

Allow takeover

option to specify whether or not the monitoring of the server may be taken over by another agent in a High Availability environment.

The PEM client will connect directly to the managed server, so the pg_hba.conf

file must contain the appropriate entries to allow those connections. For information about modifying the pg_hba.conf

file, see http://www.postgresql.org/docs/9.5/static/auth-pg-hba-conf.html

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When you've completed the

New Server Registration

dialog, click

OK

. The name of the new server will be included under the

PEM Server Directory

node in the tree control.

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3.7 Remotely Starting and Stopping Monitored Servers

PEM allows you to startup and shutdown monitored server instances on remote machines from the PEM client. Each remote server must be properly configured to allow the PEM client to stop or restart the server. To use the PEM client to control the startup or shutdown of a configured server, complete the

New Server Registration

dialog, registering the database server with PEM:

Specify the

Store on PEM Server

option on the

Properties

tab.

Specify the name of a service script in the Service ID

field on the

Advanced tab:

For Advanced Server, the service name is ppas-9.x

.

For PostgreSQL, the service name is postgresql-9.x

.

To connect to the newly-defined server, right click the server name in the tree control, and select

Connect

from the context menu. Provide a password when prompted.

To start or stop the server, right click the server name in the tree control, and select the

Queue Server Startup

or

Queue Server Shutdown

(shown in Figure 3.5) from the context menu.

Figure 3.5 - The context menu of a remotely managed server.

Note that currently, PEM only supports the fast shutdown option of the database server.

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EDB Postgres Enterprise Manager Getting Started Guide

4 General Database Administration

Postgres Enterprise Manager is based on the most popular GUI tool for PostgreSQL, pgAdmin. If you are already familiar with pgAdmin, you may wish to skip this chapter - it covers some of the basic administrative tasks that can be carried out with PEM, most of which are also features in pgAdmin.

4.1

Editing a Server’s Configuration

You can use the PEM client to graphically manage the configuration parameters of a remote Postgres server:

1. Right click on the name of a monitored server in the tree control, and select

Connect

from the context menu. If prompted, provide a password to connect to the server.

2. Navigate through the Tools menu to the

Server Configuration

sub-menu, and select the configuration file you wish to edit.

Figure 4.1 - The Configuration Editor dialog.

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EDB Postgres Enterprise Manager Getting Started Guide

You can use the

Configuration Editor

(shown in Figure 4.1) to display the contents of the postgresql

.

conf

file or pg_hba.conf

file for the currently selected server. To edit a parameter value, double-click on the parameter name. When you have made any desired changes, you can save the file on the remote server by selecting

Save

from the

File

menu, or by clicking the

Save

toolbar icon.

Warning: Specifying invalid values for parameters may prevent your Postgres server from starting.

After saving the configuration file, you must reload the server configuration. To reload the configuration files, navigate through the

Tools

menu and select

Reload configuration

.

Note that some parameter value changes are not dynamic and will not take effect unless the server is stopped and restarted.

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4.2 Managing Security

PEM provides a graphical way to manage the security aspects of your Postgres servers.

The three most common tasks are:

The creation and maintenance of login roles

The creation and maintenance of group roles

Administering object permissions

4.2.1 Login Roles

A user must have a login account to connect to the Postgres server. Use the

Login Role dialog (shown in Figure 4.2) to add a new login role or manage the properties of an existing login role on a registered server.

To add a new login role, right click on the

Login Roles

node (located beneath the selected server in the Postgres Enterprise Manager node of the tree control), and select

New Login Role

from the context menu.

Figure 4.2 - The Login Role dialog

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EDB Postgres Enterprise Manager Getting Started Guide

To modify the properties of an existing login role, right click on the name of a login role in the tree control, and select

Properties

from the context menu. To delete a login role, right click on the name of the role, and select

Delete/Drop

from the context menu.

For more complete information on creating and managing a login account, see the

PostgreSQL online documentation: http://www.postgresql.org/docs/9.5/static/sql-createrole.html

4.2.2 Group Roles

Group roles can serve as containers, used to dispense system privileges (such as creating databases) and object privileges (e.g. inserting data into a particular table). The primary purpose of a group role is to make the mass management of system and object permissions much easier for a DBA. Rather than assigning or modifying privileges individually across many different login accounts, you can assign or change privileges for a single role and then grant that role to many login roles at once.

Use the

Group Roles

node (located beneath the name of each registered server in the

PEM tree control) to create and manage group roles. Options on the context menu provide access to a dialog that allows you to create a new role or modify the properties of an existing role. You can find more information about creating roles at: http://www.postgresql.org/docs/9.5/static/sql-createrole.html

4.2.3 Using a Team Role

When you register a server for monitoring by PEM, you can specify a Team role that will be associated with the server. A Team role is a group role that can be used to allow or restrict access to one or more monitored servers to a limited group of role members. The

PEM client will only display a server with a specified

Team

to those users who are:

a member of the Team role

the role that created the server

a role with superuser privileges on the PEM server.

To open the

New Group Role

dialog and create a team role, right-click on the

Group

Roles

node of the tree control and select

New Group Role…

from the context menu.

When the

New Group Role

dialog opens, use the fields provided to specify the properties of the team role. For more information about creating a Team role, see the

PEM Installation Guide, available at: http://www.enterprisedb.com/download-postgres-enterprise-manager

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4.2.4 Object Permissions

A role must be granted sufficient privileges before accessing, executing, or creating any database object. PEM allows you to assign (

GRANT

) and remove (

REVOKE

) object permissions to group roles or login accounts using the graphical interface of the PEM client.

Object permissions are managed via the graphical object editor for each particular object.

For example, to assign privileges to access a database table, right click on the table name in the tree control, and select the

Properties

option from the context menu. Use the options displayed on the

Privileges

tab to assign privileges for the table.

By default, PEM displays only group roles on the

Privileges

tab of the

Properties dialog. To instruct the PEM client to include login roles in the

User/Group

list on the

Privileges

tab, navigate through the

File

menu, to open the

Options

dialog. Select the

UI Miscellaneous

control node, and then check the box next to

Show users for privileges

to include login roles on the

Privileges

tab.

The PEM client also contains a

Grant Wizard

(accessed through a schema node of the tree control) that allows you to manage many object permissions at once.

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4.3 Managing Storage

PostgreSQL uses a named tablespace to define an on-disk location (a physical container) in which to store system and user data. Each PostgreSQL host may contain a single tablespace or multiple tablespaces. The PEM client provides a graphical interface that allows you to create and manage PostgreSQL tablespaces.

Use the

Tablespaces

node in the PEM tree control to create and manage tablespaces.

The

Properties

editor for tables and indexes allows you to specify the tablespace in which a table or index should reside.

For more information about tablespaces, see the online documentation: http://www.postgresql.org/docs/9.5/static/manage-ag-tablespaces.html

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4.4 Creating and Maintaining Databases and Objects

Each instance of the Postgres server manages one or more databases; each user must provide authentication information to connect to the database before accessing the information contained within it. The PEM client provides dialogs that allow you to create and manage databases, and all of the various objects that comprise a database (e.g. tables, indexes, stored procedures, etc.).

Creating a database is easy in PEM: simply right click on any managed server’s

Databases

node and select the

New Database

… menu option. You can also access the

New Database

dialog by navigating through the

Edit

menu (on the

Main

menu) to the

New Object

menu, and selecting

New Database

.

Once you have defined a database, you can create objects within the new database. Note that within each database there exist one or more schemas. A schema can be thought of as a directory of an operating system disk; it allows the logical separation of database objects (i.e. tables, indexes, SQL functions, and more) inside of a database.

PEM provides graphical dialogs for the creation and maintenance of all supported objects:

tables

indexes

stored procedures

functions

triggers

views

constraints, etc.

If you are using EnterpriseDB’s Advanced Server, you can also use the PEM client to create and manage objects (such as packages) compatible with Oracle databases.

Each managed object is displayed in the tree control. Right click on a named node and use the context menu (or navigate through the top level menu) to perform administrative tasks for the highlighted object.

For example, to create a new table, right click on a

Table

node, select

New Table… from the context menu. When the

New Table

dialog opens, specify the attributes of the new table (see Figure 4.3).

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Figure 4.3 - Use PEM's dialogs to create and manage database objects.

PEM provides similar dialogs for the creation and management of other database objects.

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4.5 SQL Development

PEM contains a feature-rich Interactive Development Environment (IDE) that allows you to issue ad-hoc SQL queries against Postgres servers.

To invoke the

Query Tool

SQL IDE from within PEM, simply highlight the name of the database you want to query in the tree control, and click the SQL toolbar icon. You can also open the

Query Tool

IDE by selecting

Query tool

from the

Tools

menu.

The

Query Tool

dialog provides an interface that allows you to manually enter in SQL queries, graphically create and execute SQL statements from dragging and dropping objects onto a visual palette,

EXPLAIN

queries and much more.

Figure 4.4 - The SQL IDE's Graphical Query Builder.

The upper panel of the

Query Tool

contains the SQL Editor. You can use the panel to manually enter a query, or read the query from a file. If you are manually entering a SQL query, the edit entry window also contains autocompletion code and formatting features that help you write queries.

If you prefer to build your queries graphically, you can use the

Graphical Query

Builder

(shown in Figure 4.4) to generate SQL commands. After constructing a graphical query, click the

Execute

button to display the query text in the

SQL Editor tab, and the results of the query in the

Output pane

(shown in Figure 4.5).

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EDB Postgres Enterprise Manager Getting Started Guide

Figure 4.5 - The SQL Editor pane displays the text of the query.

You can manually adjust the query in the

SQL Editor

pane. As with all PEM features, online

Help

text is available with the click of a button.

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EDB Postgres Enterprise Manager Getting Started Guide

5 Package Deployment

The Package Deployment wizard walks you through the process of scheduling the installation of new packages or upgrades of existing packages. Before invoking the

Package Deployment wizard, you must modify the PEM agent configuration file and restart the agent; first on the server, and then on each system where packages will be deployed.

On Linux, modify the agent.cfg

file, setting the allow_package_management

property to true

. The configuration file is located in:

/opt/PEM/agent/etc

On Windows, use the

Registry Editor

to modify the registry entry for the agent, setting the value of the

AllowPackageManagement

property to true

.

The entry is located in:

HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\EnterpriseDB\PEM\agent

After modifying the agent configuration properties, you must restart the PEM agent. On a Linux host, you can use the service

command: service pemagent restart

Or on a Windows host, use the

Services

dialog to restart the PEM agent service:

Postgres Enterprise Manager - pemAgent

After enabling package management and restarting the agents, you must also enable agent-level probes on the host of the PEM server, and on any system on which a package will be deployed. To access the probe configuration, highlight the name of the PEM agent in the PEM client tree control, and select

Probe Configuration…

from the

Management

menu to open the

Probe Configuration

dialog. Enable:

 the

Package Catalog

probe on the PEM server host

 the

Installed Packages

probe on any system on which you wish to install packages

To open the Package Deployment wizard, select

Package Deployment

... from the

Management

menu. The Package Deployment wizard

Welcome

... dialog opens (see

Figure 5.1).

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EDB Postgres Enterprise Manager Getting Started Guide

Figure 5.1 - The Package Deployment Welcome dialog.

Click

Next

to continue.

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EDB Postgres Enterprise Manager Getting Started Guide

Figure 5.2 - The package deployment mode dialog.

Use the radio buttons on the

Package Deployment Mode

dialog (see Figure 5.2)to specify the type of deployment that you are scheduling:

Select the

New Package Installation

radio button to schedule the installation of a package that has not been previously installed on the server. This is the default.

Select the

Upgrade Packages

radio button to schedule an upgrade of packages that are currently installed on the server.

When you've made a selection, click

Next

to continue.

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5.1 Installing a New Package

If you select

New Package Installation

on the

Package Deployment Mode

dialog, the Package Deployment wizard opens the

Agents

/

Servers

dialog (see Figure 5.3), allowing you to specify the agents and servers on which the new applications will be installed.

Figure 5.3 - Specify the target Agents and Servers.

Expand the

Agents

/

Servers

node of the tree control, and check the box next to each server on which you wish to install a new package:

Use the

Select All

button to mark all of the listed servers for the package installation.

Use the

Unselect All

button to deselect all of the listed servers.

Check the box next to the name of any agent or server on which you wish to install new software, and click

Next

. The package selection dialog opens (see Figure 5.4).

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EDB Postgres Enterprise Manager Getting Started Guide

Figure 5.4 - Select which applications are to be installed.

Expand the tree control to review a list of applications that are available for installation.

Check the box next to an application name to mark the application for installation. Note that the Package Deployment wizard will automatically check the boxes next to any supporting applications required by the applications you select.

When you've selected all of the packages you wish to add, click

Next

to continue.

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Figure 5.5 - Specify installation options.

Review the list of packages that will be installed, and (if prompted by the Package

Deployment wizard) provide any options requested (see Figure 5.5). Click

Next

to continue.

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Figure 5.6 - Starting the installer download.

Click the

Start Download

button to instruct the Package Deployment wizard to download application installers (see Figure 5.6). During the download, you can click the

Cancel Download

button to abort the batch download. When the download completes, click

Next

.

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Figure 5.7 - The Package Deployment scheduling dialog.

Use the options on the scheduling dialog (see Figure 5.7) to schedule an installation time for the new packages:

Select the radio button next to

Configure Package Deployment Now

to instruct the respective PEM agents to install the downloaded packages immediately. Please note that if a package requires a server restart, current user sessions may be interrupted.

Select the radio button next to

Schedule it for some other time

to enable the date and time fields. Use the date and time fields to specify the date and time that you would like the package installation to begin.

Click

Finish

to install the downloaded packages or schedule the installation and exit the package deployment wizard. If you have scheduled an installation for a later date/time, the scheduled task will be included on the

Scheduled Tasks

dialog (accessed through the

Scheduled Tasks

... menu selection on the agent's context menu).

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5.2 Upgrading an Installed Package

If you select

Upgrade Packages

on the

Package Deployment Mode

dialog, the

Package Deployment wizard opens a dialog that allows you to specify which agents and packages will be updated.

Figure 5.8 - Select the packages that will be upgraded.

Expand the

Agents

/

Packages

node of the tree control, and check the box next to each agent on which you wish to upgrade packages (see Figure 5.8). Click

Next

to continue.

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Figure 5.9 - Provide any requested installation options.

Review the list of installed packages, and provide any installation options requested in the

Option Name

/

Option Value

fields (see Figure 5.9). When you've reviewed the list, click

Next

to continue.

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Figure 5.10 - Downloading the application installers.

Click the

Start Download

button to instruct the Package Deployment wizard to download application installers (see Figure 5.10). During the download, you can click the

Cancel Download

button to abort the batch download. When the download completes, click

Next

.

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Figure 5.11 - Schedule a time for installation.

Use the options on the scheduling dialog (see Figure 5.11) to schedule an installation time for the new packages:

Select the radio button next to

Configure Package Deployment Now

to instruct the respective PEM agents to install the downloaded packages immediately. Please note that if a package requires a server restart, current user sessions may be interrupted.

Select the radio button next to

Schedule it for some other time

to enable the date and time fields. Use the date and time fields to specify the date and time that you would like the package installation to begin.

Click

Finish

to install the downloaded packages or schedule the installation and exit the package deployment wizard. If you have scheduled an update for a later date/time, the scheduled task will be included on the

Scheduled Tasks

dialog (accessed through the

Scheduled Tasks

... menu selection on the agent's context menu).

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EDB Postgres Enterprise Manager Getting Started Guide

6 Performance Monitoring and

Management

PEM contains built-in functionality that implements enterprise-wide performance monitoring of all managed servers. While you can customize many aspects of the various performance monitoring aspects of PEM, you can also elect to accept the recommended defaults that come out-of-the-box with the product.

6.1 Using Dashboards to View Performance Information

PEM displays performance statistics through a number of dashboards that you can navigate in web browser fashion. Each dashboard contains a series of summary views that contain charts, graphs and tables that display the statistics related to the selected object.

Figure 6.1 - The Global Overview dashboard.

The top-level dashboard is the

Global Overview

(shown in Figure 6.1). The

Global

Overview

presents a status summary of all the servers and agents that are being monitored by the PEM server, a list of the monitored servers, and the state of any currently triggered alerts. The PEM client displays the

Global Overview

when it

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EDB Postgres Enterprise Manager Getting Started Guide connects to the PEM server. Other dashboards provide statistical information about monitored objects. These include the:

Alerts Dashboard

The

Alerts

dashboard displays the currently triggered alerts. If opened from the

Global Overview

, the dashboard displays the current alerts for all monitored nodes on the system; if opened from a node within a server, the report will reflect alerts related to that node, and all monitored objects that reside below that object in the tree control.

Audit Log Analysis dashboard

For Advanced Server users, the

Audit Log Analysis

dashboard allows you to browse the audit logs that have been collected from instances that have audit logging and collection enabled.

Database Analysis dashboard

The

Database Analysis

dashboard displays performance statistics for the selected database.

I/O Analysis dashboard

The

I/O Analysis

dashboard displays I/O activity across various areas such as object DML activity, log operations and more.

Memory Analysis dashboard

The

Memory Analysis

dashboard supplies statistics concerning various memory-related metrics for the Postgres server.

Object Activity Analysis dashboard

The

Object Activity Analysis

dashboard provides performance details on tables/indexes of a selected database.

Operating System Analysis dashboard

The

Operating System Analysis

dashboard supplies information regarding the performance of the underlying machine’s operating system.

Probe Log Analysis Dashboard

The

Probe Log Analysis

dashboard displays any error messages returned by a

PEM agent.

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Server Analysis dashboard

The

Server Analysis

dashboard provides general performance information about the overall operations of a selected Postgres server.

Server Log Analysis dashboard

The

Server Log Analysis

dashboard allows you to filter and review the contents of server logs that are stored on the PEM server.

Session Activity Analysis dashboard

The

Session Activity Analysis

dashboard provides information about the session workload and lock activity for the selected server

Session Waits Analysis dashboard

The

Session Waits Analysis

dashboard provides an overview of the current

DRITA wait events for an Advanced Server session.

Storage Analysis dashboard

The

Storage Analysis

dashboard displays space-related metrics for tablespaces and objects.

System Waits Analysis dashboard

The

System Waits Analysis

dashboard displays a graphical analysis of system wait information for an Advanced Server session.

Streaming Replication Analysis dashboard

The

Streaming Replication Analysis

dashboard displays statistical information about WAL activity for a monitored server and allows you to monitor the status of Failover Manager clusters.

There are two ways to open a dashboard; you can:

Select an active dashboard name from the

Dashboards

menu (accessed via the

Management

menu).

Right click on the name of a monitored object in the tree control and select the name of the dashboard you would like to review from the

Dashboards

menu.

Each dashboard is displayed in PEM’s tabbed interface (shown in Figure 6.2), opened by default in the right hand side of the client window.

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Figure 6.2 - The Operating System Analysis dashboard.

After opening a dashboard, you can navigate to other dashboards within the same tab.

Each dashboard header includes navigation menus that allow you to open dashboards that contain statistical information for the currently selected object, and any object that resides beneath the selected object (in the tree control hierarchy). You can use the

Browser

Back

and

Browser Forward

buttons (on the main toolbar) to scroll backward and forward through the previously-viewed dashboards (within a tab). Click the

Refresh button to update the current dashboard.

Click the

X

on the dashboard tab to close a dashboard.

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6.2 Creating a Custom Dashboard

You can use the PEM dashboard editor to create or modify a user-defined dashboard.

The custom dashboard may include pre-defined charts, user-defined charts or a mix of pre-defined and user-defined charts. To open the dashboard editor, select

Manage

Dashboards...

from the PEM Client’s

Management

menu. When the dashboard editor opens, click the

Manage Dashboards

button to view a drop-down list of previously defined dashboards, or to specify that you would like to create a new dashboard (see Figure 6.3).

Figure 6.3 – The Manage Dashboards menu.

Select the name of an existing dashboard, or click the

Create New Dashboard

button to begin defining a dashboard. If you select

Create New Dashboard

the

New Dashboard dialog opens (see Figure 6.4).

Figure 6.4 – The New Dashboard dialog.

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Use the fields on the

New Dashboard

dialog to specify general information about the dashboard:

Specify a title for the dashboard in the

Title

field.

Provide a description of the dashboard in the

Description

field.

Use the

Level

drop-down listbox to specify the level of the PEM hierarchy within the PEM client on which the dashboard will be displayed. A dashboard may be accessed via the

Dashboards

menu on a

Global

level, an

Agent

level, the

Server

level or the

Database

level. Each selected level within the list will expose a different set of metrics, based on the probes that execute for that level.

Use the

Teams

selector to specify which roles will have access to the new dashboard. o Highlight a name in the list of available roles (the left column), and use the right arrow to move the name into the list of names that have access to the chart. o Highlight a name in the list of roles with access to the chart (the right column), and use the left arrow to remove a name from the list of names with access to the chart.

Check the box next to

Share with all

to instruct the server to allow all

Teams to access the dashboard.

Check the box next to

Ops Dashboard?

to instruct the server to create a dashboard that is formatted for display on an Ops monitor. For detailed information about defining a dashboard for an Ops monitor, please see the online help text distributed with the PEM client.

Use the fields within the

Ops Options

portion of the

New Dashboard

dialog to specify title information for the dashboard:

Check the box next to Show Title?

to display the dashboard title at the top of the Ops dashboard.

Use the drop-down list boxes to select a custom font style and font size for the title. The selected font style will be displayed in the

Preview

box.

When you've completed the

New Dashboard

dialog, click

OK

to continue.

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Figure 6.5 – Creating a custom dashboard.

Click the

{Enter Title}

label to add a section header to the dashboard. Note that before adding a chart to a new section of the dashboard, you must replace the

{Enter

Title}

section header placeholder with a section header (see Figure 6.5).

After adding the section header, click the

Add Chart

icon (located in the chart placeholder) to open a selection dialog that allows you to choose the chart that will appear in that section. Expand a category to view the charts that are available in the category; highlight the name of a chart to view the chart's configuration information and a list of the metrics that are displayed on the chart.

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Figure 6.6 – Adding a chart to a custom dashboard.

When you've selected a chart that you wish to display in the specified location on the dashboard, click the

Add Chart

button (see Figure 6.6).

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Figure 6.7 – Specifying chart positioning details.

The dashboard editor displays the title and description of the selected chart in the chart placeholder on the dashboard (see Figure 6.7). Beneath the chart title, radio buttons allow you to select the display details:

Use the radio buttons next to

Chart Width

to indicate the number of columns the chart should occupy on the dashboard; select the

1x

radio button to indicate one column, or

2x

to indicate two columns. Please note that a dashboard is two columns wide.

Use the radio buttons next to Chart Alignment

to indicate the position of the chart within the section: o Select the

Left

radio button to indicate that the chart should occupy the left side. o Select the

Center

radio button to indicate that the chart should be centered.

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EDB Postgres Enterprise Manager Getting Started Guide o Select the

Right

radio button to indicate that the chart should occupy the right side.

If you are adding the chart to a dashboard designed for display on an Ops monitor, use the radio buttons next to

Show Chart Title

to specify if the dashboard should include a chart title. Select

Yes

to display a title, or

No

to omit the title.

To replace a chart with a different chart, select the edit icon (located in the upper-left hand corner of the chart placeholder). The chart selection dialog will open, allowing you to select a replacement chart; when you've made your selection, click the

Update Chart button to replace the current chart with the selected chart.

To delete a chart from the dashboard, select the delete icon (located in the upper-right hand corner of the chart placeholder). PEM will open a popup, prompting you to confirm that you would like to delete the selected chart.

To add another chart to the dashboard, select the

Add Chart

icon on another chart placeholder, and repeat the selection process.

To make changes to the dashboard title or definition, click the

Edit

icon, located in the upper-right hand corner of the dashboard editor.

To save your new dashboard or modifications to an existing dashboard and exit, click the

Save

icon, located in the upper-right corner of the dashboard editor.

To exit without saving your changes, click the

Close

icon, located in the upper-right corner of the dashboard editor.

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6.2.1 Creating an Ops Dashboard

You can use the PEM client’s

Custom Dashboard

dialog to create a custom dashboard formatted for display on an Ops monitor. An Ops dashboard displays the specified charts and graphs, while omitting header information and minimizing extra banners, titles, and borders (see Figure 6.8).

Figure 6.8 – An Ops Dashboard.

To create an Ops dashboard, check the box next to

Ops Dashboard?

, and use the

Ops

Options

portion of the PEM

New Dashboard

dialog to specify dashboard details.

After defining an Ops dashboard, use the dashboard editor to add charts and graphs and optional titles to the new dashboard. After adding charts and tables to the Ops dashboard, use the disk icon in the upper-right corner of the dashboard editor to save your work.

Figure 6.9 – Accessing an Ops dashboard.

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Navigate through the

Dashboards

menu of the hierarchy level specified in the

Level field on the

New Dashboard

dialog to open an Ops dashboard. For example, if you specified a value of

Global

, the dashboard will be listed under the

Dashboards

menu of the

Global Overview

(see Figure 6.9).

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6.3 Creating a Custom Chart

You can use the PEM chart editor (see Figure 6.10) to create or modify a custom line chart or table; after defining a chart, you can display the chart on a custom dashboard. To open the chart editor, select

Manage Charts...

from the PEM

Management

menu.

Use the

Manage Charts

button to view a list of options that allow you to create a new chart, or modify an existing chart:

Select the name of a previously defined chart to modify an existing chart.

Click the

Create New Chart

button to begin defining a chart.

Select the Import Capacity Manager Template

button to select a capacity manager template on which to base the chart.

Figure 6.10 – Defining a new chart.

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Use the

Definition

button to open or close the

Definition

panel. Use the fields in the

Definition

panel to specify general information about the chart:

Specify the name of the chart in the

Name

field.

Specify the category in which this chart will be displayed in the

Category

field.

When adding a custom chart to a custom dashboard, the chart will be displayed for selection in the

Category

specified.

Provide a description of the chart in the

Description

field. The description will be displayed to the user viewing the chart (on a custom dashboard) when they click the information icon.

Use the

Auto Refresh

field to specify the number of minutes between chart updates - choose a value from 1 to 999. The default auto refresh rate is 2 minutes.

Use the

Level

drop-down listbox to specify the level of the PEM hierarchy from which you wish to select metrics. You can specify

Agent

,

Database

, or

Server

. Each level has access to a unique set of probes that return the information that you can include in your chart.

Use the

Type

drop-down listbox to specify the type of chart that you would like to create. Select either a

Line Chart

or a

Table

.

Use the

Teams

selector to specify which roles will have access to the new chart: o Highlight a name in the list of available roles (the left column), and use the right arrow to move the name into the list of names that have access to the chart. o Highlight a name in the list of roles with access to the chart (the right column), and use the left arrow to remove a name from the list of names with access to the chart. o Check the

Share with all

checkbox to indicate that all users may access the chart.

Use the

Options

button to open or close the

Options

panel. Use the fields in the

Options

panel to specify configuration details for the chart:

Use the

Points to plot

field to specify the number of points that PEM should plot on the chart.

Use the

Historical Span

field to specify the number of minutes, hours, or days of historical data that should be included on the chart.

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Check the box next to

Extrapolated

to instruct PEM to generate extrapolated data based on the specified historical data, and enable the

Span

and

Threshold radio buttons.

Select the radio button next to

Span

, and use the day and hour selectors to specify the period of time spanned by the metrics on the chart. Specify the number of

Days

and

Hours

for which data will be displayed.

Select the radio button next to

Threshold

, and use the threshold selectors to specify a maximum or minimum value for the chart.

Use the

Metrics selection

button to open or close the

Metrics selection

panel.

Use the fields in the

Metrics selection

panel to select or modify the metrics that are displayed on a line chart.

If you are creating a line chart, the probes that correspond to the selected level (

Agent

,

Server

, or

Database

) will be displayed in a tree control in the

Metrics selection panel. To include a given metric on your chart, expand the tree control and double-click the name of the metric, or drag the metric to the selection panel.

Columns on the selection panel allow you to design the content of your line chart:

Use the double-ended arrow control as an anchor for re-ordering the items within the selection panel. Click an arrow, and drag the associated item to a new location within the list.

Click the garbage can icon to delete an item from the selection panel.

The selection panel displays the name of the metric in the (non-modifiable)

Metric [Probe]

column.

Use the selection boxes in the Selection Criteria

column to specify the order of the data displayed and limits for the metric.

PEM supports comparisons of cross-hierarchy metrics. You can use the

Compare

Against

column to select a metric from another agent, server, or database to compare to the specified metric. o Click the pencil icon to open a tree control that allows you to select objects for comparison. Expand the tree control to access objects that are eligible for comparison; double-click an object name to move it into the

Selected objects for comparison

box.

When you've selected the objects that will be compared to the metric, click

Ok

to preserve your selections and return to the

Metrics selection

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EDB Postgres Enterprise Manager Getting Started Guide panel, or

Cancel

to return to the

Metrics selection

panel without saving your selections. o Click the copy

icon to copy the comparable objects for this metric to all of the metrics for the same probe.

If you are creating a table, the bottom panel will display a list of probes that correspond to the selected level (

Agent

,

Server

, or

Database

). Select a probe name to view the available metrics gathered by that probe. Check the box next to the name of a metric to include the metric on your table, and to access fields that allow you to specify the order of the data displayed, and limits for the metric.

When you've finished defining the chart, click the disk icon in the upper-right hand corner of the chart editor to save your edits.

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6.3.1 Controlling and Customizing Charts, Graphs and Tables

Use the icons in the upper-right corner of each graphic on a dashboard to control and customize the charts, graphs and tables displayed in the PEM client for your current user session (see Figure 6.11).

Figure 6.11 – The PEM Client chart control icons.

Select an icon to:

Refresh the content of a chart, graph or table.

Download an image of the chart or graph.

Expand the chart or graph to full-screen.

Personalize the chart, graph, or table settings for the current user.

View information about the chart, graph, or table.

For more information about customizing the graphics displayed on the PEM dashboards, please see the PEM client online help.

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6.4 Customizing Probes

PEM uses probes to retrieve statistics from a monitored server, database, operating system or agent. A probe is a scheduled event that returns a set of performance metrics about a specific monitored object. You can use the

Probe Configuration

dialog

(shown in Figure 6.12) to specify when each probe is executed.

To review or modify the currently defined probes for each server and its underlying objects (e.g. databases, tables, etc.), right click on the object name in the tree control and select

Probe Configuration

from the context menu. You can also access the

Probe

Configuration

dialog by highlighting an object name, and selecting

Probe

Configuration

from the

Management

menu.

Figure 6.12 - The Probe Configuration dialog.

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Probes monitor a unique set of metrics for each specific object type (server, database, database object, or agent). You can modify the properties associated with a probe, specifying:

How often the probe executes.

How long its information is retained for historical reporting purposes.

If the probe is enabled or disabled.

The

Probe Configuration

dialog displays a list of the metrics that are collected for the selected node. The

Probe Configuration

dialog may also display information about probes that cannot be modified from the current node. If a probe cannot be modified from the current dialog, the background (the area behind the node name) is greyed-out; when highlighted, the status bar will display the node level from which the statistic may be configured.

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6.5 Customizing Alerts

The PEM server comes with a number of pre-defined alerts that are actively monitoring your servers. You can also create custom alerts that will notify you when resource utilization exceeds user specified thresholds. Each alert uses metrics defined on an alert

template. An alert template defines how the server will evaluate the statistics for a resource or metric. The PEM server includes a number of pre-defined alert templates, or you can create custom alert templates. For more information about creating a custom

alert template, see Section 6.5.3.

6.5.1 Creating a Custom Alert

Use the

Alerting

dialog (shown in Figure 6.13) to define or modify an alert. To open the

Alerting

dialog, right click on the name of a monitored object in the tree control, and select

Alerting…

from the context menu, or highlight the object name and select

Alerting…

from the

Management

menu.

Figure 6.13 - The PEM Alerting dialog.

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The

Alert List

displays a list of the currently defined alerts for the tree control node from which the dialog was opened.

The fields on the

Definition

tab (located in the right pane of the dialog) describe the properties of an alert. To define a new alert:

Enter the name of the alert in the

Name

field.

Use the drop-down listbox in the

Template

field to select an alert template that will specify the resource or metric evaluated by the alert.

Highlight a template name to view a description of the template in the

Description

field.

Use the fields in the

Alert Options

box to define the properties of the alert:

Use the spin control in the

Frequency

field to specify how often the alert should check if the alert conditions are satisfied. When the spinner is set to the default

(recommended) value for the selected template, the box next to

Default

is checked.

Use the radio buttons next to Enabled?

to enable or disable the alert; select

Yes to enable the alert, and

No

to disable the alert.

Use the

History Retention

field to specify the number of days that PEM will store data collected by the alert. By default, PEM will recommend storing historical data for 30 days.

The

Comparison Operator

and

Threshold Values

fields work together to define the triggering criteria for the alert. When the value specified in the

Threshold Values

fields evaluates to greater-than or less-than the system value

(as determined by the

Comparison Operator

), PEM will raise a

Low

,

Medium or

High

level alert:

Use the Comparison Operator

drop-down listbox to select the operator that

PEM will use when evaluating the current system values: o Select a greater-than sign (>) to indicate that the alert should be triggered when the system values are greater than the values entered in the

Threshold Values

fields. o Select a less-than sign (<) to indicate that the alert should be triggered when the system values are less than the values entered in the

Threshold

Values

fields.

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Use the

Threshold Values

fields to specify the values that PEM will compare to the system values to determine if an alert should be raised: o Enter a value that will trigger a low-severity alert in the

Low

field. o Enter a value that will trigger a medium-severity alert in the

Medium

field. o Enter a value that will trigger a high-severity alert in the

High

field.

Please note that you must specify values for all three thresholds (Low, Medium, and High).

The

Parameter Options

box contains a table of the parameters that are required by the template; the table displays both parameters for which the system will provide a value and parameters for which the user will provide a value.

Specify a value for any parameter that displays a prompt in the

Value

column.

Use the fields on the

Notification

tab (shown in Figure 6.14) to specify how PEM will behave if an alert is raised.

Figure 6.14 - The Notification tab.

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PEM can send an email notification or execute a script if an alert is triggered or cleared.

You can use the

SMTP Email Group

dialog to define the address of the user or users that will be notified; to access the

SMTP Email Group

dialog, navigate through the PEM client Management menu to the

Server

context menu, and select

Email Groups

....

Use the fields in the

Email Notification

box to specify the user or user group that will receive an email notification if the alert is triggered at the specified level.

Check the box next to an alert level, and use the drop-down listbox to select a predefined group that will be sent a notification if an alert of the selected level is triggered.

Please note that you must configure the PEM Server to use an SMTP server to deliver email before PEM can send email notifications.

Use the

Trap Notification

options to configure trap notifications for this alert. Note that you must configure the PEM Server to send notifications to an SNMP trap/notification receiver before notifications can be sent:

Check the

Send Trap

checkbox to send SNMP traps or SNMP notifications when the state of this alert changes. Check the box next to

Send Trap

and select the v1

radio button to send SNMP v1

traps, or the v2

radio button to send SNMP v2 notifications to the receiver.

Use the

Low Alert

,

Med Alert

and

High Alert

checkboxes to specify the level of alert that will trigger the trap. For example, if you check the box next to

High

Alert

, a notification will be sent when an alert with a high severity level is triggered.

Check the box next to

Submit passive service check result to Nagios

to instruct the PEM server to notify Nagios network-alerting software when the alert is triggered or cleared. For detailed information about configuring and using Nagios with

PEM, please see the online help text available through the PEM client.

Use the fields in the

Script Execution

box to (optionally) define a script that will be executed if an alert is triggered, and to specify details about the script execution.

Check the box next to

Execute Script

to instruct PEM to execute the provided script if an alert is triggered.

Check the box next to

Execute on alert cleared

to instruct PEM to execute the provided script when the situation that triggered the alert has been resolved.

Use the radio buttons next to Execute script on

to indicate that the script should execute on the

PEM Server

or the

Monitored Server

.

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Provide the script that PEM should execute in the

Code

field. You can provide a batch/shell script, or SQL code. Within the script, you can use placeholders for the following:

Placeholder

%AlertName%

%ObjectName%

%ThresholdValue%

%CurrentValue%

%CurrentState%

%OldState%

%AlertRaisedTime%

Description

This placeholder will be replaced with the name of the triggered alert.

This placeholder will be replaced with the name of the server or agent on which the alert was triggered.

This placeholder will be replaced with the threshold value reached by the metric when the alert triggered.

This placeholder will be replaced with the current value of the metric that triggered the alert.

This placeholder will be replaced with the current state of the alert.

This placeholder will be replaced with the previous state of the alert.

This placeholder will be replaced with the time that the alert was raised, or the most recent time that the alert state was changed.

Please Note - the status bar will assist you in defining an alert by prompting you for information still missing from the

Alerting

dialog.

When you have defined the alert attributes in the fields on the right side of the dialog, click the

Add

/

Change

button to add the new alert to the

Alert List

. To exit the

Alerting

dialog and save any changes to the

Alert List

, click

Ok

; to exit without saving additions or modifications to the list, select

Cancel

.

For detailed information about using the

Alerting

dialog, please see the PEM client’s online help text.

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6.5.1.1 Audit Log Alerting

PEM provides alert templates that allow you to use the

Alerting

dialog to create an alert that will trigger when an

ERROR

or

WARNING

statement is written to a log file for a specific server or agent. To open the

Alerting

dialog, highlight the name of the server or agent in the PEM client

Object browser

tree control, and select

Alerting

... from the

Management

menu.

To create an alert that will notify you of

ERROR

or

WARNING

messages in the log file for a specific server, create an alert that uses one of the following alert templates:

Number of ERRORS in the logfile on server M in last X hours

Number of WARNINGS in the logfile on server M in last X hours

Number of ERRORS or WARNINGS in the logfile on server M in last X hours

To create an alert that will notify you of

ERROR

or

WARNING

messages for a specific agent, create an alert that uses one of the following alert templates:

Number of ERRORS in the logfile on agent M in last X hours

Number of WARNINGS in the logfile on agent M in last X hours

Number of ERRORS or WARNINGS in the logfile on agent M in last X hours

Please note that this functionality is supported only on Advanced Server.

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6.5.2 Using PEM with Nagios

The PEM server can send a passive alert result to Nagios network-alerting software when a user-defined alert is triggered. To instruct the PEM server to notify Nagios of a triggered alert, you must:

Enable Nagios notification for each alert that will trigger a notification from the

PEM server to Nagios. Please note that PEM alerting must be configured before you create the host.cfg

file, the services.cfg

file, or configure Nagios.

Configure Nagios-related behaviors of the PEM server.

Create the host.cfg and services.cfg configuration files.

If necessary, modify the Nagios configuration file and restart the server.

Detailed information about each configuration step is available in the PEM client online help.

After configuring the server to enable Nagios alerting, any triggered alerts will send a passive check result to the Nagios service. The syntax of a passive alert is:

[timestamp] PROCESS_SERVICE_CHECK_RESULT; host_name ;

service_name ; service_status ;

Where:

timestamp

is the date and time that the alert was triggered.

host

_

name

is the name of the server or agent.

service

_

name

is the name of the alert.

service

_

status

is the numeric service status value:

0

if the service status is

OK

1

if the service status is

WARNING

2

if the service status is

CRITICAL

3

if the service status is

UNKNOWN

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6.5.3 Creating a Custom Alert Template

An alert template is a prototype that you can use to create a custom alert. An alert instructs the server to compare the current state of the monitored object to a threshold (of the type specified in the template that is associated with the alert) to determine if a situation exists that requires administrative attention.

The

Alert Templates

dialog (shown in Figure 6.15) provides an interface that allows you to define a custom alert template or view and modify the definitions of existing alert templates. To open the

Alert Template

dialog, select the

Alert Templates...

menu option from the PEM client

Management

menu.

Figure 6.15 - The Definition tab of the Alert Templates dialog.

To view or modify an existing template, highlight the template name in the

Alert

Templates

list in the left pane. Fields on the

Definition

tab (located in the right pane) specify general information about the template:

Use the

Name

field to specify a name for the new alert template.

Use the

Description

field to provide a description of the alert template.

Use the

Target type

drop-down listbox to select the type of object that will be the focus of the alert.

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Use the

Applies to server

drop-down listbox to specify the server to which the alert will be applied; you can specify a single server type, or

ALL

.

Use the Default Check Frequency

field to specify the default number of minutes between alert executions. This value specifies how often the server will invoke the SQL code specified in the definition and compare the result to the threshold value specified in the template.

Use the

Default History Retention

field to specify the number of days that the result of the alert execution will be stored on the PEM server.

Use the

Threshold Unit

field to specify the unit type of the threshold value.

Figure 6.16 - The Probe Dependency tab of the Alert Templates dialog.

Use the fields on the

Probe Dependency

tab (see Figure 6.16) to specify the names of probes referred to in the SQL query specified on the

SQL

tab:

Use the

Probes

drop-down listbox to select from a list of the available probes; highlight a probe name, and click the

Add

button to add the probe to the list of probes used by the alert template. To remove one or more probes from the selected probes list, highlight the probe name(s), and click the

Remove

button.

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Figure 6.17 - The Parameters tab of the Alert Templates dialog.

Use fields on the

Parameters

tab (see Figure 6.17) to define the parameters that will be used in the SQL code specified on the

SQL

tab:

Use the

Name

field to specify the parameter name.

Use the Data Type

drop-down listbox to specify the type of parameter.

Use the Unit

field to specify the type of unit specified by the parameter.

When you've defined a new parameter, click the

Add

/

Change

button to save the definition and add the parameter to the parameter list.

To modify an existing parameter definition, highlight a parameter name in the list, modify the parameter values in the fields at the bottom of the tab, and click

Add

/

Change to preserve the changes. To remove one or more parameter definitions, highlight the parameter name(s) and click the

Remove

button.

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Figure 6.18 - The SQL tab of the Alert Templates dialog.

Use the

SQL

tab (shown in Figure 6.18) to provide the text of the SQL query that the server will invoke when executing the alert. The SQL query will provide the result against which the threshold value is compared; if the alert result deviates from the specified threshold value, an alert will be raised.

Within the query, parameters defined on the

Parameters

tab should be referenced sequentially by the variable param_x

, where

x

indicates the position of the parameter definition within the parameter list. For example, param_1

refers to the first parameter in the parameter list, param_2

refers to the second parameter in the parameter list, and so on.

The query can also include the following pre-defined variables:

Variable Description

agent identifier server identifier database name schema name

Table

Variable Name

'${agent_id}'

'${server_id}'

'${database_name}'

'${schema_name}'

'${object_name}'

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EDB Postgres Enterprise Manager Getting Started Guide index sequence function name

'${object_name}'

'${object_name}'

'${object_name}'

Click the

Add

/

Change

button to save the alert template definition and add the template name to the

Alert Templates list

; then click

OK

to save your work and exit.

After saving a custom alert template, you can use the

Alerting

dialog to define an alert based on the template. For more information about creating a custom alert, see Section

6.5.1.

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6.6 Viewing and Responding to Alerts

PEM continually monitors registered servers, and compares performance metrics against pre-defined and user-specified thresholds that constitute good or acceptable performance for each statistic. Any deviation from an acceptable threshold value triggers an alert.

Alerts call your attention to conditions on registered servers that require your attention.

You can view alert information in a number of places inside PEM:

The

Global Overview

dashboard contains a count of all alerts that have occurred, along with a breakdown of total alerts by monitored server and a listing of the most recent alerts that have occurred.

The

Alerts

dashboard displays summarized statistics for all alerts that have occurred across your servers as well as a detailed listing of each alert that has been identified.

When an alert is triggered, a flashing

icon is displayed in the lower right-hand corner of the main window. Click the icon to open the

Alerts

dashboard.

To open the

Alerts

dashboard, right click on a server or agent node, and select

Alerts

Dashboard

from the

Dashboards

menu. You can also open the

Alerts Dashboard by navigating through the

Dashboards

menu (located on the

Management

menu).

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7 Capacity Manager

PEM contains built-in capabilities for performing database capacity planning. Capacity planning helps DBAs by providing answers to questions like:

How much storage will my database need six months from now?

How fast is my database growing?

What objects are responsible for the growth in my database?

Will my server be able to support another database instance?

Is the performance of my database getting better, staying the same, or getting worse?

Capacity planning for databases typically involves two things:

Historical trend analysis involves viewing selected database statistics over various time periods so that trends can easily be spotted.

Forecasting entails using historical statistical information and projecting the values of various statistics (e.g. a database’s size) will be in the future.

7.1 Performing Trend Analysis

PEM automatically collects a wide range of performance metrics about storage usage, memory usage, I/O traffic and more. The performance metrics are stored in a metadata repository that is created when PEM is installed.

The hard part of capacity planning operations (automatic data collection) is transparently handled for you by PEM.

All that remains is to use PEM’s Capacity Manager interface to build desired trend analysis and forecasting reports.

Of course, you have full control over what and how often data is collected, but you can also take advantage of the product’s defaults and have the recommended statistics gathered for you automatically.

To open the

Capacity Manager

dialog, select

Capacity Manager…

from the

Management

menu. The

Capacity Manager

dialog (shown in Figure 7.1) provides

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EDB Postgres Enterprise Manager Getting Started Guide quick access to a list of the available metrics, and the options for producing capacity planning reports.

Figure 7.1 - The Capacity Manager dialog

The

Capacity Manager

dialog displays two tabs –

Metrics

and

Options

– that you can use to define capacity planning reports.

The

Metrics

tab displays a tree control that allows you to easily navigate all of your managed servers and select statistics that you wish to analyze. For example, to follow the growth of a particular database, you would expand that node in the tree control, highlight

Database Size

in the listed

Metrics

, and click the

Add >>

button to add it to the

Selected metrics

pane.

Capacity Manager can plot multiple statistics on one graph or produce a separate graph for each distinct metric. A checkbox located in the lower right corner of the

Metrics tab of the

Capacity Manager

dialog enforces this option.

When you have specified the metrics that will be included in the analysis, you can then specify the timeframe over which the analysis will be performed. Use the fields on the

Options

tab of the

Capacity Manager

dialog, to specify the

Time Period

covered by the report (see Figure 7.2).

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Capacity Manager allows you to create both graphical and tabular reports for historical trend analysis and future forecasts analysis reports. The

Options

tab provides fields that allow you to specify the form that the resulting report will take:

A graph

A data table

Both a graph and data table

Finally, you can specify where Capacity Manager reports are displayed or written (see

Figure 7.2). PEM will display the report in either a new or existing tab within the PEM client or write the report to a file on the host of your client workstation.

Figure 7.2 – Specify the time period, type, and destination of the Capacity Manager report.

Specify a

Report destination

, and click the

Generate

button to generate the report, as shown in Figure 7.3.

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Figure 7.3 - The Capacity Manager report

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7.2 Forecasting Future Trends

Capacity Manager uses historical metrics to forecast future trends. To create forecasting reports with Capacity Manager, simply select your desired metrics, and use the Capacity

Manager

Options

tab to specify an

End Time

for the report that is in the future (see

Figure 7.4).

Figure 7.4 - Using the Options dialog to forecast future trends.

For example, you might use Capacity Manager to predict when you will need to increase the database storage available on your system. Use the drop-down listbox to select the projection criteria that PEM will use to extrapolate data. Select from:

Start time and end time

Start time and threshold

Historical days and extrapolated days

Historical days and threshold

After specifying the projection criteria, and specifying dates and thresholds for the report, click the

Generate

button. Capacity Manager will use historical usage data to predict your future resource requirements.

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8 Audit Manager

You can use the PEM Audit Manager to simplify audit log configuration for Advanced

Server instances. With the Audit Manager, you can configure logging attributes such as:

How often log files are to be collected by PEM

The type of database activities that are included in the log files

How often (and when) log files are to be rotated

Audit logs may include the following activities:

All connections made to the database instance

Failed connection attempts

Disconnections from the database instance

All queries (

SELECT

statements)

All DML statements (

INSERT

,

UPDATE

,

DELETE

)

All DDL statements (e.g.,

CREATE

,

DROP

,

ALTER

)

Once the audit logs are stored on the PEM server, you can use the

Audit Log

dashboard to review the information in an easy-to-read form. The

Audit Log

dashboard allows you to filter the log file by timestamp range (when an activity occurred), the database on which the activity occurred, the user performing the activity, or the type of command being invoked.

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8.1 Setting the Advanced Server Instance Service ID

To configure logging for an Advanced Server instance, the server must be registered as a

PEM-managed server, and the registration information must include the name of a service script. When registering a new service, include the service name in the

Service

ID

field on the

Advanced

tab of the

New Server

dialog.

Before adding a service name to an existing (registered and connected) server, you must disconnect the server. Right click on the server name, and select

Disconnect server from the context menu. Then, right click on the server name and select

Properties from the context menu. Select the

Advanced

tab, and add a service name to the

Service ID

field (as shown in Figure 8.1).

Figure 8.1 - The Service ID of the Advanced Server instance.

The

Service ID

field allows the PEM server to stop and start the service.

The name of the Advanced Server version 9.5 service script is ppas-9.5

.

The name of the PostgreSQL version 9.5 service script is postgresql-9.5

.

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8.2 Setting the EDB Audit Configuration Probe

Before configuring audit logging of Advanced Server servers, you should enable the

EDB

Audit Configuration

probe. To open the

Probe Configuration

dialog, right click on the name of a registered Advanced Server server in the tree control, and select

Probe

Configuration

from the context menu. You can also access the

Probe

Configuration

dialog by highlighting the Advanced Server name, and selecting

Probe Configuration

from the

Management

menu.

Ensure that the

Enabled

column in the

Probe Configuration

dialog is set to

Yes

for the

EDB Audit Configuration

probe (see Figure 8.2).

Figure 8.2 - The EDB Audit Configuration probe.

If

EDB Audit Configuration

is not enabled, use the

Enabled?

radio buttons on the

Probe Options

dialog to enable it.

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8.3 Configuring Audit Logging with the Audit Manager

To open the

Audit Manager

, select

Audit Manager…

from the

Management

menu.

The

Audit Manager

Welcome dialog opens as shown in Figure 8.3.

Figure 8.3 - The Audit Manager Welcome dialog.

Click

Next

to continue.

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Select the servers you wish to configure for auditing (shown in Figure 8.4). Click

Next

to continue.

Figure 8.4 – Select the servers you wish to configure for auditing.

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The

Auditing Parameters Configuration

dialog lets you enable or disable auditing and choose how often log records are collected into PEM (see Figure 8.5).

Figure 8.5 – The Auditing Parameters Configuration dialog.

Use the fields on the

Auditing Parameters Configuration

dialog to specify auditing preferences:

Use the Auditing Status

radio buttons to

Enable

or

Disable

auditing.

Check the

Enable Log Collection

checkbox to instruct PEM to periodically gather the log records so you can later view them in the

Audit Log

dashboard.

When enabled, the PEM agent will parse the audit logs, and store the result in the pemdata.audit_logs table

on the PEM server.

Use the

Collection Frequency

drop-down list to specify how often PEM should collect the log records.

Use the

Log Format

radio buttons to specify the raw log format that will be written on each server. When

Enable Log Collection

is checked, PEM will use

CSV

format.

Check the box next to

Change Log Directory for selected servers?

and use the

Audit Directory Name

field to specify a directory name to which the

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EDB Postgres Enterprise Manager Getting Started Guide audit logs will be written. The directory will reside beneath the data

directory on the PEM server.

Use the

Audit File Name

to specify a format for the log file name. By default, the format is audit-%Y-%m-%d_%H%M%S

, where: audit

is the file name specified in the

Audit Directory Name

field

Y

is the year that the log was stored m

is the month that the log was stored d

is the day that the log was stored

H

is the hour that the log was stored

M

is the minute that the log was stored

S

is the second that the log was stored

Click

Next

to continue to the

Audit Log Configuration

dialog (see Figure 8.6).

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Figure 8.6 – The Audit Log Configuration dialog.

Use the

Audit Log Configuration

dialog to determine the types of activities to be logged during auditing:

Specify

All

to log all connection attempts,

Failed

to log only failed connection attempts, or

None

for no connection logging of

Log Connection Attempts

.

Specify

All

to log all disconnection attempts or

None

for no disconnection logging of

Log Disconnection Attempts

.

Check the

Log Select Statements

checkbox to log

SELECT

statements.

Check the Log Error Statements

checkbox to log SQL statements that result in an error.

Check the

Log DML Statements

checkbox to log data manipulation language

SQL statements such as

INSERT

,

UPDATE

, and

DELETE

.

Check the

Log DDL Statements

checkbox to log data definition language SQL statements such as

CREATE

,

DROP

, and

ALTER

.

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Click

Next

to continue to the

Auditing Parameters Log Rotation

dialog (see

Figure 8.7).

Figure 8.7 – The Auditing Parameters Log Rotation dialog.

Use the

Auditing Parameters Log Rotation

dialog to set factors controlling audit log file rotation.

Check the

Enable Log Rotation

checkbox to periodically rotate the log file.

If the log file is not rotated, all records will be saved in a single file that may grow to an unmanageably large size over time.

Use the

Rotation Day

drop-down list to specify a rotation schedule for the log file. You can specify: o

Everyday

to instruct the server to rotate the log file each day o The name of a day on which the file will be rotated o

None

to indicate that log rotation should occur based on file size and/or length of time between rotations

Use the

Rotation Size

field to specify the maximum size of the log file; the log file will be rotated upon reaching the given file size.

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Use the

Rotation Time

field to specify the length of time between rotations; the log file will be rotated after the specified the number of seconds have passed.

Click

Next

to continue to the

Schedule Auditing Changes

dialog (see Figure 8.8).

Figure 8.8 – The Schedule Auditing Changes dialog.

Use the

Schedule Auditing Changes

dialog to determine when auditing configuration changes are to take effect.

Select

Configure Auditing Now

if you want the auditing configuration changes to take place immediately. The affected database servers will be restarted so the auditing changes can take effect.

Select

Schedule it for some other time

if you want the auditing configuration changes to take place at some point in the future. Select the desired date and time from the drop-down lists. The affected database servers will be restarted at the specified date/time to put the auditing changes into effect.

Click

Finish

to complete the auditing configuration process.

The Audit Manager will schedule a job to apply the configuration to each server. The job will consist of two tasks: one to update the audit logging configuration on the server, and one to restart the server with the new configuration.

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You can use the Task Viewer to review a list of Scheduled jobs. To open the

Task

Viewer

, right click on the name of a server or agent and select

Scheduled Tasks

from the context menu.

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8.4 Viewing the Log with the Audit Log Dashboard

Use the

Audit Log

dashboard to view the audit log from Advanced Server database instances (see Figure 8.9).

To open the

Audit Log

dashboard, right click on a server or agent node, and select

Audit Log Analysis

from the

Dashboards

menu. You can also open the

Audit

Log

dashboard by navigating through the

Dashboards

menu (located on the

Management

menu).

Figure 8.9 – The Audit Log dashboard.

The

Audit Log

dashboard displays the audit records in reverse chronological order

(newest records at the top, oldest records towards the bottom).

To view older audit records that do not appear in the window, use the vertical scroll bar controlling the list of audit records (the innermost scroll bar of the two located on the right-hand side of the window). As you move the scroll bar towards the bottom of the window, older audit records are continuously loaded and displayed.

You can use filtering to limit the number of audit records that are displayed. Click

Show

Filters

to expose the filters panel (see Figure 8.10).

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Figure 8.10 – The Audit Log dashboard filters panel.

Use the fields in the filters panel to provide certain selection criteria for the audit records you wish to display.

Use the

From

field to specify a start date for the report. Click the mouse button in the field to open a calendar and select a start date.

Use the

To

field to specify an end date for the report. Click the mouse button in the field to open a calendar and select an end date.

Use the

Username

field to display only those entries where the activity was initiated by the given Postgres user.

Use the

Database

field to display only those entries where the activity was issued on the given database.

Use the

Command Type

field to display only those entries where the activity was of the given type. Command types you can specify are idle

, authentication

, and

SELECT

. (For viewing SQL statements from user applications, specify the idle

command type.)

Click

Filter

to apply the filtering criteria to the log entries.

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9 Log Manager

You can use the PEM Log Manager to simplify server log configuration for Postgres instances. With the Log Manager, you can modify all of your server log parameters with a click:

Where log files are written

How often log files are written

The type of information written to log files

The format of log file entries

Log rotation properties

To configure logging for a Postgres instance, the server must be registered as a PEMmanaged server, and the registration information must include the name of a service

script. For more information, see Section 8.1

, Setting the Advanced Server Instance

Service ID.

To open the Log Manager, select the

Log Manager…

option from the

Management menu of the PEM client. The wizard opens, welcoming you to the Log Manager (as shown in Figure 9.1).

Figure 9.1 - The Log Manager welcome dialog.

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Click

Next

to continue to the

Servers

dialog (see Figure 9.2).

Figure 9.2 - The Log Manager server selection dialog.

The

Servers

dialog displays a list of the server connections monitored by PEM. Only those servers that specify a

Service ID

on the

Advanced

tab of the

Properties dialog are active. Check the box next to the name of a server (or servers) to which the

Log Manager wizard will apply the specified configuration.

Click

Next

to continue.

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Figure 9.3 - The Log Manager scheduling dialog.

Use the options on the

Scheduling

dialog (as shown in Figure 9.3) to schedule log file import frequency, and to select a time that logging configuration changes will be applied.

Options within the

Import Logs

box specify how often log files will be imported to

PEM:

Check the box next to the

Import logs to PEM

label to specify that log files will be imported to PEM, and displayed on the Server Log Analysis dashboard.

Use the

Import Frequency

drop-down list box to specify how often log files are imported to PEM.

Use the fields in the

Log Rotation Configuration

panel to specify the maximum length (lifespan or size) of a log file:

Use the

Rotation Size

field to specify the maximum size in megabytes of an individual log file. The default value is 10 MB; when set to 0, no limit is placed on the maximum size of a log file.

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Use the

Rotation Time

field to specify the number of whole days that should be stored in each log file. The default value is 1 day.

Use the

Truncation on Rotation

radio buttons to specify server behavior for timebased log file rotation:

Select

ON

to specify that the server should overwrite any existing log file that has the same name that a new file would take.

Select

OFF

to specify that the server should append any new log file entries to an existing log file with the same name that a new log file would take. This is the default behavior.

Click

Next

to continue.

Figure 9.4 – The Where to Log dialog.

Use the fields on the

Where to Log

dialog (shown in Figure 9.4) to specify where log files should be written.

Select an option from the Log Destination

box to specify a destination for the server log output:

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EDB Postgres Enterprise Manager Getting Started Guide o Check the box next to stderr

to specify that log files should be written to stderr

. o Check the box next to csvlog

to specify that log files should be written to file in a comma-separated value format. This option is automatically enabled (and no longer editable) if you have selected

Import logs to

PEM

on the

Schedule

dialog; if you are not importing server log files to

PEM, this option is editable. o Check the box next to syslog

to specify that log files should be written to the system log files. o On Windows, check the box next to eventlog

to specify that log files should be written to the event log.

Use the

Log Collector

radio buttons to instruct the server to re-direct captured log messages (directed to

STDERR

) into log files.

Use the

Log Silent Mode

radio buttons to instruct the server to run silently in the background, disassociated from the controlling terminal.

Use options in the Log Directory box to specify the directory to which log files will be written. The directory will reside beneath the pg_log

directory under the installation directory of the monitored server.

Use the

Log File Name

field to specify a format for the log file name. By default, the format is enterprisedb-%Y-%m-%d_%H%M%S

, where: enterprisedb

is the file name prefix

Y

is the year that the log was stored m

is the month that the log was stored d

is the day that the log was stored

H

is the hour that the log was stored

M

is the minute that the log was stored

S

is the second that the log was stored

When logging to syslog

is enabled:

You can use the

Syslog Facility

drop-down list box to specify which syslog facility should be used.

You can use the

Syslog Ident

field to specify the program name that will identify Advanced Server entries in system logs.

Click

Next

to continue.

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Figure 9.5 - The Log Manager When to Log dialog.

Use the fields on the

When to Log

dialog (shown in Figure 9.5) to specify which events will initiate a log file entry. The severity levels (in order of severity, from most severe to least severe) are: panic

- Errors that cause all database sessions to abort. fatal

- Errors that cause a session to abort. log

- Information messages of interest to administrators. error

- Errors that cause a command to abort. warning

- Error conditions in which a command will complete but may not perform as expected. notice

- Items of interest to users. This is the default. info

- Information implicitly requested by the user. debug5

through debug1

- Detailed debugging information useful to developers.

Use the

Client Min Messages

drop-down list box to specify which severity levels are sent to the client application.

Use the

Log Min Messages

drop-down list box to specify which severity levels are written to the server log.

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By default, when an error message is written to the server log, the text of the SQL statement that initiated the log entry is not included. Use the

Log Min Error

Statement

drop-down list box to specify a severity level that will trigger SQL statement logging. If a message is of the specified severity or higher, the SQL statement that produced the message will be written to the server log.

Use the

Log Min Duration Statement

drop-down list box to specify a statement duration (in milliseconds); any statements that exceed the specified number of milliseconds will be written to the server log. A value of

-1

disables all duration-based logging; a value of

0

logs all statements and their duration.

Use the

Log Temp Files

field to specify a file size in kilobytes; when a temporary file reaches the specified size, it will be logged. A value of

-1

(the default) disables this functionality.

Use the Auto Vacuum Min Duration

field to specify a time length in milliseconds; if auto-vacuuming exceeds the length of time specified, the activity will be logged. A value of

-1

(the default) disables this functionality.

Click

Next

to continue.

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Figure 9.6 - The Log Manager What to Log dialog.

Use the fields on the

What to Log

dialog (shown in Figure 9.6) to specify log entry options that are useful for debugging and auditing.

The checkboxes in the

Debug Options

box instruct the server to include information in the log files related to query execution that may be of interest to a developer:

Check the box next to

Parse Tree

to instruct the server to include the parse tree in the log file.

Check the box next to

Rewriter Output

to instruct the server to include query rewriter output in the log file.

Check the box next to

Execution Plan

to instruct the server to include the execution plan for each executed query in the log file.

When the

Indent Debug Options Output in Log

option is enabled, the server indents each line that contains a parse tree entry, a query rewriter entry or query execution plan entry. While indentation makes the resulting log file more readable, it does result in a longer log file.

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Use the options in the

General Options

box to instruct the server to include auditing information in the log file:

Check the box next to

Checkpoints

to include checkpoints and restartpoints in the server log.

Check the box next to

Connections

to include each attempted connection to the server (as well as successfully authenticated connections) in the server log.

Check the box next to

Disconnections

to include a server log entry for each terminated session that provides the session information and session duration.

Check the box next to Duration

to include the amount of time required to execute each logged statement in the server log.

Check the box next to

Hostname

to include both the IP address and host name in each server log entry (by default, only the IP address is logged). Please note that this may cause a performance penalty.

Check the box next to

Lock Waits

to instruct the server to write a log entry for any session that waits longer than the time specified in the deadlock

_ timeout parameter to acquire a lock. This is useful when trying to determine if lock waits are the cause of poor performance.

Click

Next

to continue.

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Figure 9.7 - The Log Manager What to Log dialog.

Use the fields on the second

What to Log

dialog (shown in Figure 9.7) to specify the amount of information written to the log files.

Use the

Error Verbosity

drop-down list box to specify the detail written to each entry in the server log:

Select default

to include the error message,

DETAIL

,

HINT

,

QUERY

and

CONTEXT

in each server log entry.

Select terse

to log only the error message.

Select verbose

to include the error message, the

DETAIL

,

HINT

,

QUERY

and

CONTEXT

error information,

SQLSTATE

error code and source code file name, the function name, and the line number that generated the error.

Use the

Prefix String

field to specify a printf-style string that is written at the beginning of each log file entry.

For information about the options supported, please see the log_line_prefix documentation (in the Postgres core documentation), available at:

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Use the

Statements

drop-down list box to specify which SQL statements will be included in the server log. The default is none

; valid options are:

Specify none

to disable logging of SQL statements.

Specify ddl

to instruct the server to log ddl (data definition language) statements, such as

CREATE

,

ALTER

, and

DROP

.

Specify mod

to instruct the server to log all ddl statements, as well as all dml (data modification language) statements, such as

INSERT

,

UPDATE

,

DELETE

,

TRUNCATE

and

COPY FROM

.

Specify all

to instruct the server to log all SQL statements.

Click

Next

to continue.

Figure 9.8 - The Schedule Logging Changes dialog.

Use options on the

Schedule Config Changes

dialog (see Figure 9.8) to specify when logging configuration changes will be applied:

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Select the

Configure Logging Now

radio button to specify that the server will restart when you have completed the Log Manager wizard.

Select the Schedule it for some other time

radio button to enable date and time list boxes; use the date and time selectors to specify a convenient time for the server to restart.

Note that when you apply the configuration changes specified by the Log Manager wizard, the server will be restarted, temporarily interrupting use of the database server for users.

Click

Finish

to exit the wizard, and either restart the server, or schedule the server restart for the time specified on the scheduling dialog. You can use the

Scheduled

Tasks

dialog to confirm that the configuration file update and server restart have been scheduled or performed as expected. To open the

Scheduled Tasks

dialog, right-click on the name of the selected server in the PEM client tree control, and select

Scheduled

Tasks

...

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9.1 Reviewing the Server Log Analysis Dashboard

After invoking the Log Manager wizard, and importing your log files to PEM, you can use the

Server Log Analysis

dashboard to review the log files for a selected server.

To open the

Server Log Analysis

dashboard, right-click on the name of a monitored server in the PEM client tree control, and navigate through the

Dashboards

menu, selecting

Server Log Analysis

.

Figure 9.9 - The Server Log Analysis dashboard.

The header information on the

Server Log Analysis

dashboard (shown in Figure 9.9) displays the date and time that the server was started, the date and time that the page was last updated, and the current number of triggered alerts.

Entries in the

Server Log

are displayed in chronological order, with the most-recent log entries first. Use the scroll bars to navigate through the log entries, or to view columns that are off of the display.

Headings at the top of the server log table identify the information stored in each column; hover over a column heading to view a tooltip that contains a description of the content of each column.

You can use filtering to limit the number of server log records that are displayed. Click

Show Filters

to expose the filters panel and define a filter (see Figure 9.10).

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Figure 9.10 - Defining a Server Log filter.

Use the fields within the filter definition box to describe the selection criteria that PEM will use to select a subset of a report for display:

Use the From

field to specify a starting date for the displayed server log.

Use the

To

field to specify an ending date for the displayed server log.

Enter a role name in the

Username

field display only transactions performed by that user.

Enter a database name in the Database

field to specify that the server should limit the displayed records to only those transactions that were performed against the specified database.

Use the

Command Type

field to specify a selection criteria for the commands that will be displayed in the filtered report.

When you've described the criteria by which you wish to filter the server logs, click

Filter

to display the filtered server log in the

Server Log

table.

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10 Postgres Log Analysis Expert

The PEM Log Analysis Expert analyzes the log files of servers that are registered with

Postgres Enterprise Manager, and produces a report that provides an analysis of your

Postgres cluster's usage based on log file entries. You can use information on the Log

Analysis Expert reports to make decisions about optimizing your cluster usage and configuration to improve performance.

Before using the PEM Log Analysis Expert, you must specify the

Service ID

on the

Advanced

tab of the

Server Properties

dialog, and use the Log Manager wizard to enable log collection by the PEM server. For more information about using the Log

Manager wizard, see Section 9.

To open the Log Analysis Expert wizard select the

Postgres Log Analysis Expert option from the

Management

menu in the PEM client. When the wizard's Welcome dialog (see Figure 10.1) opens, click

Next

to continue.

Figure 10.1 - The Log Analysis Expert Welcome dialog.

The wizard displays a list of

Analyzers

from which you can select (see Figure 10.2).

Each Analyzer generates a corresponding table, chart, or graph that contains information gleaned from the log reports.

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Figure 10.2 - The Log Analysis Expert Analyzers list.

Check the box to the left of an Analyzer to indicate that the Log Analysis Expert should prepare the corresponding table, chart or graph. You can also:

Click the

Unselect all

button to un-check all of the boxes before navigating through the list and selecting only the tables, charts or graphs that you wish Log

Analysis Expert to generate.

Click the

Select all

button to instruct Log Analysis Expert to review the server logs and generate a report for each analyzer selected.

After making your selections, click

Next

to continue to the

Servers

tree control (see

Figure 10.3).

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Figure 10.3 - The Servers selection dialog.

Use the tree control to specify which servers you would like the Postgres Log Analysis

Expert to analyze. If you select multiple servers, the resulting report will contain the corresponding result set for each server in a separate (but continuous) list. Click

Next

to continue.

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Figure 10.4 - Specify a time range for analysis.

Use the fields in the

Time Intervals

section of the dialog (see Figure 10.4) to specify the time range that the Log Analysis Expert is supposed to analyze:

Check the box next to

Relative Days

to enable the

(+/-)From date

field and specify the number of days before or after the date and time selected in the

From

Date

field.

Use the

From Date

field to specify the starting date and time for the analysis.

Use the

Time Span

selector to specify the number of minutes that the analyzer will incorporate into each calculation for a point on a graph. For example, if the

Time Span

is

5 minutes

, and the

Aggregate method

is

AVG

, each point on the given graph will contain the average value of the activity that occurred within a five minute time span.

Use the

(+/-) From Date

selector to indicate the number of days before or after the

From Date

that should be included in the analysis.

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Use the options in the

Report Options

section of the dialog to specify the analysis method and the maximum length of any resulting tables:

Use the Aggregate Method

drop-down to select the method used by the Log

Analysis Expert to consolidate data for the selected time span - select from:

SUM

instructs the analyzer to calculate a value that is the sum of the collected values for the specified time span.

AVG

instructs the analyzer to calculate a value that is the average of the collected values for the specified time span.

MAX

instructs the analyzer to use the maximum value that occurs within a specified time span.

MIN

instructs the analyzer to use the minimum value that occurs within a specified time span.

Use the

Rows Limit

selector to indicate the maximum number of rows to include in a table.

Click

Next

to continue.

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Figure 10.5 - Specify a report destination.

You can select the default option and click

Finish

to view the Log Analysis Expert report, or check the box next to

Save the report to a file

to save a copy of the report to an HTML file for later use (see Figure 10.5). If you wish to save the report to a file, specify a filename in the field provided; alternatively, use the button to the right of the field to open a browser dialog and use a browser to specify a log file location.

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10.1 Reviewing the Postgres Log Analysis Expert Report

If you've elected to review the report immediately, the Postgres Log Analysis Expert report will be displayed in the PEM Client window. If the report contains an analysis of more than one monitored server, the graphs will be displayed in sets; first the graphs, tables and charts that display statistics for one server, then the graphs for the next server in the report.

Figure 10.6 - The Log Analysis Expert Report.

If you have specified that the report should be saved to a file, the report will be available at the specified location.

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11 SQL Profiling and Analysis

Most RDBMS experts agree that inefficient SQL code is the leading cause of most database performance problems. The challenge for DBAs and developers is to locate the poorly-running SQL code in large and complex systems, and then optimize that code for better performance.

PEM provides the SQL Profiler component to assist in both locating and optimizing poorly-running SQL code. Users of Microsoft SQL Server’s Profiler will find PEM’s

SQL Profiler very similar in operation and capabilities.

11.1 Setup and Configuration

Before using SQL Profiler, you must:

1. Download and install the SQL Profiler product into each managed database instance you wish to profile.

2. Edit the postgresql

.

conf

parameter file and include the SQL Profiler library in the shared_preload_libraries

configuration parameter.

For Linux installations, the parameter value should include:

$libdir/sql-profiler on Windows, the parameter value should include:

$libdir/sql-profiler.dll

3. Create the functions used by SQL Profiler in your database. The SQL Profiler installation program places a SQL script (named sql-profiler.sql

) in the share/postgresql/contrib

subdirectory of the main PostgreSQL installation directory on Linux systems. On Windows systems, this script is located in the share

subdirectory. You must invoke this script in each database that you will use the SQL Profiler against.

4. Stop and re-start the server for the changes to take effect.

For more detailed information about installing and configuring the SQL Profiler plugin, please refer to the PEM Installation Guide, available from the EnterpriseDB website at: http://enterprisedb.com/products-services-training/products/documentation

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11.2 Creating a New SQL Trace

SQL Profiler captures and displays a specific SQL workload for analysis in a SQL trace.

You can start and review captured SQL traces immediately, or save captured traces for review at a later time.

Capturing a new SQL trace is very simple. To open SQL Profiler, select the

SQL

Profiler

menu option from the

Management

menu. Upon startup, SQL Profiler will present you with a dialog asking if you would like to start a new trace, or open an existing trace.

If you choose to start a new trace (capturing SQL statements executed against the currently selected server) SQL Profiler will open the

Create New SQL Trace

dialog, as shown in Figure 11.1.

Figure 11.1 - The Create New SQL Trace dialog

Use fields on the dialog to selectively filter the captured SQL statements by user account and by database. You may choose to limit your trace, or to capture every SQL statement sent by all users against all databases.

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You can also name your trace for future reference and set a maximum file size for the resulting trace file. Lastly, you can choose to begin capturing SQL immediately in an adhoc fashion (if you choose this option, you must manually stop the trace), or you can schedule the trace to run at a later time.

Scheduling a trace is particularly beneficial for capturing workloads during off hours.

For example, you may want to capture the SQL statements that are executed against a server from 2 - 4 am. You can configure your trace to run during that timeframe and then examine the output at your leisure when you arrive at work in the morning.

When you are satisfied with all your selections, click the

OK

button to start the trace.

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11.3 Analyzing a SQL Trace Output

When you start a new trace, SQL Profiler displays the collected trace data in the top pane of the SQL Profiler dialog. Initially the output will be blank; to see SQL statements that have been captured thus far, click the

Refresh

toolbar icon, or select

Refresh

from the

Trace

menu. If the toolbar is not visible, select

Tool Bar

from the

View

menu to add the toolbar to the display.

Figure 11.2 - The SQL Profiler trace dialog

The SQL Profiler trace viewer includes three panes, shown in Figure 11.2:

The top pane displays SQL statements collected in the trace.

The lower-left pane displays the full SQL text and statistics for the statement highlighted in the top pane.

The lower-right pane displays either a graphical or text-based

EXPLAIN

plan for the statement highlighted in the top pane.

SQL Profiler provides a number of features that will help you find poorly-running SQL code on your servers. Some of the most useful options are:

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To display key statistical information collected by SQL Profiler, open the

Select

Columns

dialog by selecting the

Columns

option from the

View

menu. The

Select Columns

dialog allows you to customize the columns SQL Profiler displays in the trace output.

Sorting data in the

Trace Data

pane is easy; just double-click the column header and SQL Profiler will sort the data within the table by that column. Double-click the column header again to reverse the sort order. This allows you to find, for example, the longest running SQL statement very quickly.

You can filter the contents of a trace to further restrict which SQL statements are displayed. To open the

Trace Filter

dialog, click the

Filter

toolbar button, or select the

Filter

menu option from the

Edit

menu. You can use the

Trace

Filter

dialog to construct a filter to display only the SQL statements that match your specific criteria.

The

Properties

pane displays the complete SQL statement for the currently highlighted row in the

Trace Data

pane; you can use cut and paste to copy the

SQL statement to the

Query Tool

SQL IDE for re-working.

Select the

Metrics

tab in the

Properties

pane to display a variety of statistics for the currently highlighted statement. The metrics include information about the number of times a statement has been executed, the overall percentage of execution time vs. all other collected statements, and more.

The graphical

Explain

pane, provides a graphical interpretation of the execution plan for the selected query. Click a segment of the graph to display statistics for that portion of the query plan.

To export the contents of a trace to file, choose the

Export

option from the

File menu. The

Export data to file

dialog allows you to re-format the trace data as it is saved to file.

To stop an active trace, click the

Stop Trace

toolbar button, or select

Stop Trace

from the

Trace

menu.

To view the contents of a previous trace, click on the

Open Trace

toolbar button, or select

Open Trace

from the

File

menu, and select a saved trace. SQL Profiler will close the current trace, and display the newly selected trace.

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11.4 Using the Index Advisor

Index Advisor is distributed with Advanced Server 9.0 and above. Index Advisor works with SQL Profiler, by examining collected SQL statements and making indexing recommendations for any underlying tables to improve SQL response time. The Index

Advisor works on all DML (

INSERT

,

UPDATE

,

DELETE

) and

SELECT

statements.

Diagnostic output from the Index Advisor includes:

Forecasted performance benefits from any recommended indexes

The predicted size of any recommended indexes

DDL statements you can use to create the recommended indexes

Index Advisor can make indexing recommendations based on trace data captured by SQL

Profiler. Simply highlight one or more queries in the SQL Profiler

Trace Data

pane, and click the

Index Advisor

toolbar button (or select

Index Advisor

from the

View menu).

Note again, that the Index Advisor is only included in EnterpriseDB’s Advanced Server, versions 9.0 and above.

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12 Tuning Wizard

The PEM Tuning Wizard reviews your installation, and recommends a set of configuration options that will help tune a Postgres installation to best suit the anticipated workload. Please note that benchmarking systems or systems with a high work load may require additional manual tuning to reach maximum performance.

Before using the Tuning Wizard, you must specify the name of the service in the

Service ID

field on the

Server Properties

dialog. PEM will use the name of the service when restarting the service after tuning.

To run the Tuning Wizard, select the

Tuning Wizard

option from the

Management menu of the PEM client. The Tuning Wizard opens as shown in Figure 12.1.

Figure 12.1 - The Tuning Wizard Welcome dialog

Click

Next

to continue to the server selection dialog (shown in Figure 12.2).

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Figure 12.2 - The server selection dialog.

Expand the

Servers

node of the tree control to view a list of the servers that are currently monitored by PEM that are available for tuning. Check a box to the left of a server name to select the server for tuning. Use the

Select all

button to mark all servers for tuning, or the

Unselect all

button to clear all of the checkboxes.

Click

Next

to continue to the

Machine Utilization

dialog (shown in Figure 12.3).

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Figure 12.3 - The Machine Utilization dialog.

Use the radio buttons on the

Machine Utilization

dialog to specify the type of work performed by the selected servers. The type of work performed by the server determines how the tuning wizard will allocate system resources:

Select the Dedicated

radio button to dedicate the majority of the system resources to the database server.

Select the

Mixed use

radio button to dedicate a moderate amount of system resources to the database server.

Select the

Developer workstation

radio button to dedicate a relatively small amount of system resources to the database server.

Click

Next

to continue to the

Workload Selection

dialog (shown in Figure 12.4).

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Figure 12.4 - The Tuning Wizard Workload Selection dialog.

Use the radio buttons on the

Workload Selection

dialog to specify the type of workload typically performed on the selected server:

Select the

OLTP

radio button if the selected server is used primarily to process online transaction workloads.

Select the

Mixed

radio button if the selected server provides a mix of transaction processing and data reporting.

Select the

Data warehouse

radio button if the server is used for heavy data reporting.

Click

Next

to continue to the

Tuning Changes Summary

dialog (see Figure 12.5)

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Figure 12.5 - The Tuning Changes Summary dialog.

The tree control on the

Tuning Changes Summary

dialog displays the servers analyzed by the Tuning Wizard, and the parameter setting modifications recommended for each server. Use the checkboxes next to a server or parameter name to select the recommendations that tuning wizard will either include in a preview report or apply:

A checked box to the left of a parameter name specifies that the Tuning Wizard will include the parameter setting.

A checked box to the left of a server name specifies that the Tuning Wizard will include all parameter setting recommendations for the specified server .

Specify which Tuning Wizard recommendations you wish to include in a report or apply, and click

Next

to continue.

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Figure 12.6 - Schedule changes or generate a report.

Select the

Schedule changes

radio button (see Figure 12.6) to enable the buttons in the

Schedule selected tuning changes

box and specify a time for PEM to apply the tuning wizard's recommendations and restart the server. Note that if you schedule a time for the changes to be applied, you will not be provided with a preview of the change recommendations.

Select the

Configure tuning now

radio button to instruct PEM to apply the recommendations and restart the server immediately. This is the default.

Select the

Schedule it for some other time

radio button to enable the calendar date and time selectors, and specify a time at which the changes will be applied and the server restarted. Once scheduled, the job can be viewed in the

Scheduled Tasks

dialog.

Select the

Generate report

radio button to enable the options in the

Generate tuning recommendation report

box and preview the changes recommended by the

Tuning Wizard before applying any modifications. If you select

Generate report

,

PEM will create a report that contains a list of the current values and recommended modifications to the configuration parameters selected on the

Tuning Changes

Summary

dialog. Note that to implement changes, you will need to invoke the Tuning

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Wizard a second time, specifying the parameters you wish to modify on the

Tuning

Changes Summary

dialog.

Use the options in the

Generate tuning recommendation report

box to specify if

PEM should display the report onscreen immediately, or write the report to a file:

Select the radio button next to

View the report now

? to display the

Tuning

Wizard Report

onscreen.

Select the radio button next to

Save the report to a file

: and specify a file location to instruct PEM to write the report (in html format) to file for review.

Click the

Finish

button to either apply the Tuning Wizard's modifications or generate a report immediately (see Figure 12.7) and exit the Tuning Wizard.

Figure 12.7 - The Tuning Wizard Report.

You can confirm that Tuning Wizard has implemented the recommended changes by reviewing the postgresql

.

conf

file for the modified server. The Tuning Wizard adds a comment above each modified parameter in the postgresql

.

conf

file when the change is applied (see Figure 12.8).

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Figure 12.8 - A modified postgresql.conf file entry.

You can also confirm a parameter value by querying the server. For example, to confirm the value of the shared_buffers parameter, open a SQL command line using either the

Query Tool

(see Figure 12.9) or the psql

client, and issue the command:

SHOW shared_buffers;

The value returned by the server will confirm that the parameter has been modified.

Figure 12.9 - The PEM Query Tool.

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13 Postgres Expert - Best Practice

Enforcement

The Postgres Expert utility provides expert advice on how to best configure your Postgres servers for optimal performance, security, and more. Postgres Expert serves as a

PostgreSQL 'DBA in a box' by analyzing your servers for deviations in best practices.

Postgres Expert contains three specialized Experts:

The Configuration Expert.

The Schema Expert.

The Security Expert.

You can select specific rules for each

Expert

to analyze, or accept all rules, and then review Postgres Expert reports detailing any best practice issues that require your attention.

13.1 Using the Postgres Expert Wizard

To use the Postgres Expert wizard select the

Postgres Expert

option from the

Management

menu in the PEM client. When the wizard's

Welcome

window opens (see

Figure 13.1), click

Next

to continue.

Figure 13.1 - The Postgres Expert Welcome dialog.

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The wizard displays a tree control that allows you to choose the

Experts

and

Rules with which Postgres Expert will evaluate the specified server or database (see Figure

13.2).

Figure 13.2 - The Experts/Rules dialog.

The tree control categorizes the rules under three

Expert

headings:

Select from the

Configuration Expert

rules to analyze the parameter settings of the server or operating system to find any adjustments that might improve system performance.

Select from the

Schema Expert

rules to analyze schema objects (locating missing primary keys, foreign keys without indexes, etc).

Select from the

Security Expert

rules to review the system to find security vulnerabilities.

Use the checkmark indicator to the left of an expert or rule to indicate that the Postgres

Expert should analyze the configuration of the selected servers for any best practice deviations related to the selected item.

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You can:

Check the box next to the name of an expert to select all of the configuration items listed under that node of the tree control.

Click the

Select all

button to instruct Postgres Expert to review the selected server for all of the items listed in the tree control.

Click the

Unselect all

button to un-check all of the rules, and navigate through the tree control, specifying only the items that you wish Postgres Expert to evaluate.

After making your selections, click

Next

to continue to the

Server

/

Databases

tree control (see Figure 13.3).

Figure 13.3 - The Servers/Databases dialog.

If you select multiple servers or databases, the resulting report will contain a separate analysis of each target. Select or de-select the servers and databases that you would like

Postgres Expert to analyze, and select

Next

to select a report destination (see Figure

13.4).

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Figure 13.4 - Specify a report destination.

You can select the default option and click

Finish

to view an onscreen report from

Postgres Expert, or check the box next to

Save the report to a file

to save a copy of the report to an HTML file for later use. If you wish to save the report to a file, specify a filename in the field provided, or use the button to the right of the field to open a browser window and select a location using the browser.

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13.2 Reviewing Postgres Expert Recommendations

Postgres Expert produces an easily navigated report that contains an analysis of the selected rules, categorized by high, medium, and low severities, for the selected servers

(see Figure 13.5).

Figure 13.5 - The Postgres Expert report.

The report header contains a summary of the report, and includes the date and time that the report was generated, the number of rules analyzed, and the number of deviations from best practices found by Postgres Expert.

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The body of the report contains the detailed findings for each server selected for analysis.

The findings are sorted by

Expert

; within each

Expert

heading, any rule violations are ranked by

Severity

.

Figure 13.6 - The detailed recommendation for a rule.

Click on each rule in the Postgres Expert report to display details and recommendations for that rule (see Figure 13.6). Within each rule, section headings display:

The

Advisor

section lists the name of the Postgres Expert advisor that prompted the recommendation.

The

Trigger

section displays a description of the rule that raised the alert.

The

Recommended Value

section displays the value to which Postgres Expert recommends setting the selected parameter.

The

Description

section displays information and advice about the parameter that caused the alert.

The Current Values

section displays the current value(s) of the parameter(s).

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14 Configuring Streaming

Replication

The PEM Streaming Replication Wizard walks you through the process of creating or modifying a streaming replication scenario. You can use the wizard to:

Install new servers to act as master and standby nodes in a replication scenario.

Configure existing servers in the roles of master and standby nodes in a replication scenario.

Add new or existing standby servers to an existing replication scenario.

If you are configuring replication using an existing server as the master node or as a standby node within the replication scenario, the servers must have been installed with the graphical installer. The Streaming Replication wizard does not support pre-existing servers installed via RPM packages at this time.

The Streaming Replication wizard is supported by PEM agent version 6.0 (or later).

Each node of a replication scenario must have a resident PEM agent; remote monitoring of master or standby nodes is not supported at this time. After installing the PEM agent, you must:

on a Linux host, modify the PEM agent configuration file ( pemagent

.

cfg

) located in

/opt/PEM/agent/etc/agent.cfg

setting the following parameters to true

: allow_package_management allow_server_restart allow_streaming_replication

on a Windows host, modify the Windows registry

(

HKEY_LOCAL_MACHINE\Software\Wow6432Node\EnterpriseDB\PEM\ag ent

), setting the following entries to true

:

AllowPackageManagement

AllowServerRestart

AllowStreamingReplication

After updating the configuration file or registry, restart the PEM agent service:

on a Linux host, open a command line, assume superuser privileges and enter the command

/etc/init.d/pemagent restart

.

on a Windows host, use the

Services

applet to restart the

Postgres

Enterprise Manager - pemAgent

service.

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Then, to open the Streaming Replication wizard, select

Streaming Replication

from the

Management

menu. The Streaming Replication wizard welcomes you as shown in

Figure 14.1.

Figure 14.1– The Streaming Replication wizard's Welcome window.

Click

Next

to continue. A popup will open (see Figure 14.2), offering you the option to refresh the package data that is stored on the PEM server about the currently installed packages.

Figure 14.2 – Use the popup to refresh package data.

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The PEM installed

_ packages

probe retrieves information about the currently installed packages that reside on hosts that are monitored by PEM agents. Select

Yes

on the popup to invoke the probe and update the information that is stored on the PEM server. If you have not added servers to the monitored hosts since the last probe execution (by default, the installed

_ packages

probe executes once every 24 hours), click

No

to continue without executing the probe.

Figure 14.3 - Specify information about the master node.

Fields on the master node selection dialog (see Figure 14.3) prompt you to provide information about the master node of the streaming replication scenario:

Use the drop-down listbox in the

Host

field to select the name of the PEM agent that monitors the master node from the list of active agents. To be displayed in the listbox, the agent must be configured with allow_streaming_replication

, allow_package_management

, and allow_server_restart

enabled (set to true

) in the PEM Agent configuration file. Please note that each node of a replication scenario must have a resident agent; remote monitoring of replication nodes is not supported.

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Use the drop-down listbox in the

Database Server

field to specify the server or server version of the master node. You can select: o A previously installed server to act as the master node of the replication scenario; existing servers include the word (

Installed

) in their description. When you select an existing server, the

Validate

button will be enabled. o The server version of the new master node that PEM will install when configuring the streaming replication scenario. To create a new server, select a server version that does not include the word (Installed) in the description.

Use the drop-down listbox in the

Replication Host IP Address

field to select the address of the host on which the master node will reside.

Use the

Replication User Name

field to specify the name of an existing role that is either a database superuser or has

REPLICATION

privileges, or the name of a role that will be created by PEM for use during replication-related transactions.

Please note that PEM will return an error if you specify the name of an existing user with insufficient privileges.

Use the

Replication Password

field to specify the password that will be associated with the replication user.

Use the

Database User Name

field to specify the name of a database superuser on the master node.

Use the Database Password

field to specify the password associated with the database superuser.

Use the

Replication Slot Name

field to specify the name for a replication slot; the PEM server will create the replication slot on the master node during the replication setup process, and add entries to the recovery.conf files on standby nodes. A replication slot name can contain lower-case letters, numbers, and the underscore character.

Please note that replication slots are supported only on server versions 9.4 and above. For more information about replication slots, see the PostgreSQL Core documentation, available at: http://www.postgresql.org/docs/9.5/static/warm-standby.html#STREAMING-

REPLICATION-SLOTS

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If you are using an existing server as the master node of the replication scenario, you must use the

Validate

button to confirm that the connection information provided.

Click

Next

to continue.

Figure 14.4 - Select the standby servers.

Fields on the standby selection dialog (see Figure 14.4) prompt you to provide properties of one or more standby nodes:

Use the

Agent

drop-down listbox to select the name of the agent that will monitor a standby node in the replication scenario. Please note that you will not be able to edit the properties of a standby node that is already part of a replication scenario.

Use the

IP Address

drop-down listbox to select the IP address of the standby node.

Check the box next to

Hot Standby

if the standby node should be used for readonly queries while acting as a standby node in the replication scenario.

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Check the box next to

Synchronous

to enable synchronous replication; streaming replication is asynchronous by default. If a standby node is specified as

Synchronous

, a transaction will not be committed until it is written to the transaction log of both the master node and standby node.

Data loss is less-likely in a synchronous replication scenario should a failover occur, but using synchronous replication increases the processing time of each transaction.

Use the

Priority

drop-down listbox to specify the order in which the standby nodes will be listed in the postgresql

.

conf

file of the master node. For example, select

1

to indicate that in the standby should be listed first,

2

to indicate that the node should be listed second, etc.

Click the

Add

/

Change

button to add a standby node to the list of servers, or to modify the values associated with a server in the list. When you've defined the standby servers in the replication scenario, click

Next

to continue.

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Figure 14.5 - The wizard's upgrade and extension window.

Check the box in the

Upgrade Database Server

panel (see Figure 14.5) to indicate that the server should be upgraded during the configuration process. Please note that the upgrade process will only upgrade to the most recent minor version of the selected server version available (for example, from version 9.3.0 to 9.3.9).

The

Extension Summary

panel lists the extensions or modules that are installed on the nodes of the replication scenario. Any extension installed on the master node must also be installed on each standby node of the replication scenario.

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Figure 14.6 - Specify installation options for the master and standbys.

If PEM is installing new servers, the Streaming Replication wizard opens to a tree control

(see Figure 14.6) that provides an overview of the master and standby nodes and allows you to specify installation properties for each server in the replication scenario. To review or modify the installation properties, highlight the name of a node in the tree control, and provide values in the Option value field. Please note that you must provide a value for any option marked with an asterisk (

*

).

After providing any required options, click

Next

to continue.

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Figure 14.7 - The Streaming Replication wizard's setup summary window.

The

Streaming Replication Setup Summary

(see Figure 14.7) displays a list of the servers that will be part of the configured replication scenario. Click

Back

to return to a previous screen and modify the selections, or click

Start Download

to begin downloading the packages that will be used for the installation.

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Figure 14.8 - The Installer download has completed.

When the download completes (see Figure 14.8), click

Next

to continue; the streaming replication wizard will open a dialog that allows you to schedule streaming replication setup.

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Figure 14.9 - Select a time to configure replication.

Use fields on the

Schedule Streaming Replication

dialog (see Figure 14.9) to specify the most convenient time for the server to configure the replication scenario:

Click the radio button next to

Setup Streaming Replication Now

to instruct

PEM that it should install and configure streaming replication immediately.

Click the radio button next to

Schedule it for some other time

to enable the date and time selectors; use the selectors to specify when you would like PEM to

(optionally) perform installations and configure streaming replication.

Click

Finish

to save your choice and exit the wizard; PEM will either begin the installation and configuration process or schedule the installation and configuration for the specified time. You can review the job schedule and job progress in the Task

Manager; to open the Task Manager dialog, highlight the name of the PEM agent for which you wish to review the job queue and select

Scheduled Tasks

... from the context menu.

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When the installation and setup completes, you can define a server connection to the master or standby nodes in the PEM client, and monitor the new replication scenario on the Streaming Replication dashboard. Please note that the Streaming Replication wizard only modifies the pg

_ hba

.

conf

file on replication nodes to allow connections by the replication user; before defining a server connection in the PEM client, you may need to modify the pg

_ hba

.

conf

file on each node to allow the connection.

To view the

Streaming Replication Analysis

dashboard for the master node of a replication scenario, you must enable the following probes:

Streaming Replication

WAL Archive Status

To view the

Streaming Replication Analysis

dashboard for the slave node of a replication scenario, you must enable the following probes:

Streaming Replication Lag Time

Then, to open the Streaming Replication dashboard (see Figure 14.10), right click on the name of the master or standby node of the replication scenario in the

Object Browser tree control, and select

Streaming Replication Analysis

from the

Dashboards context menu.

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Figure 14.10 The Streaming Replication dashboard.

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14.1 Monitoring Replication and Failover

The PEM client can display status information about one or more Failover Manager clusters on the Streaming Replication dashboard (see Figure 14.11).

Figure 14.11 - The Failover Manager cluster status report.

Before configuring PEM to monitor a Failover Manager cluster, you must install and configure Streaming Replication and Failover Manager on the cluster. For more information about installing and configuring Streaming Replication and Failover

Manager, please see the EnterpriseDB Failover Manager Guide, available at: http://www.enterprisedb.com/products-servicestraining/products/documentation/enterpriseedition

To configure PEM to monitor a Failover Manager cluster, open the PEM client, log on to the PEM Server, and create a server definition for the master node of the Failover

Manager cluster. In addition to using the tabs on the

New Server Registration dialog to specify general connection properties for the master node, use fields on the

Advanced

tab to specify information about the Failover Manager cluster:

Use the

EFM Cluster Name

field to specify the name of the Failover Manager cluster. The cluster name is the prefix of the name of the cluster properties file.

For example, if your cluster properties file is named efm

.

properties

, your cluster name is efm

.

Use the

EFM Installation Path

field to specify the location of the Failover

Manager binary file. By default, the Failover Manager binary file is installed in

/usr/efm-2.0/bin

.

After saving the server definition, the master node will be included in the list of servers under the

PEM Server Directory

in the PEM client

Object browser

tree, and will be displayed on the

Global Overview

dashboard. To view the

Streaming

Replication Analysis

dashboard and the status of the Failover Manager cluster,

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Object browser

tree control and navigate through the

Dashboards

menu to select

Streaming Replication

Analysis

.

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14.2 Replacing a Master Node

You can use the PEM client to replace the Master node of a Failover Manager cluster with a standby node. To start the failover process, select the

Replace Cluster Master menu selection on the

Management

menu. When you click the

Replace Cluster

Master

menu option, a dialog opens, asking you to confirm that you wish to replace the current master node (see Figure 14.12).

Figure 14.12 – Replacing the Master node of a cluster.

Select

Yes

to remove the current master node from the Failover Manager cluster and promote a standby node to the role of read/write master node within a Failover Manager cluster. The node with the highest promotion priority (defined in Failover Manager) will become the new master node. PEM will display a dialog, reporting the job status (see

Figure 14.13).

Figure 14.13 – Confirmation of the promotion.

When the job completes and the Streaming Replication Analysis dashboard refreshes, you can review the

Failover Manager Node Status

table to confirm that a standby node has been promoted to the role of master within the Failover Manager cluster.

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15 Conclusion

The goal of Postgres Enterprise Manager is provide you with a solution that allows you to intelligently manage all your database servers across your enterprise with a single console. To meet this objective, PEM supplies you with all the core features and functionality needed for visual database administration, as well as a number of advanced components that assist you in managing the performance and design of your database servers.

For more information about Postgres Enterprise Manager, please visit the EnterpriseDB

Web site ( http://www.enterprisedb.com

) where you will find PEM’s online documentation, as well as other tutorials and educational aids.

15.1 About EnterpriseDB

EnterpriseDB is the enterprise PostgreSQL company, providing products and services worldwide that are based on and support PostgreSQL , the world's most advanced open source database. EDB’s products are ideally suited for transaction-intensive applications requiring superior performance, massive scalability, and compatibility with proprietary database products. EDB’s products provide an economical open source alternative or complement to proprietary databases without sacrificing features or quality.

EnterpriseDB understands that adopting a new database is not a trivial task. You have questions that need answers, schedules and budgets to keep, and processes to follow. We have helped thousands of organizations like yours through the steps to investigate, evaluate, prove, develop, and deploy their PostgreSQL solutions.

To make your work easier and faster, we have special self-service sections on our website dedicated to assisting you in each of the steps. Additionally, visit http://www.enterprisedb.com/why-enterprisedb/postgres-plus-evaluation-production

Getting Started – access to free downloads, installation guides, demos, starter tutorials, and more to help get familiar with the database.

Evaluations and Pilots – learn how EnterpriseDB has helped hundreds of Oracle users cut costs and MySQL users improve operations.

Development – EnterpriseDB employs more PostgreSQL experts, developers and community members than any other company, and offers key application development resources and services.

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Deployment – information on how to scale a PostgreSQL application, add Qualities of

Service (QoS) like high availability or security, or get a health check.

If you would like to discuss training, consulting, or enterprise support options, please contact EnterpriseDB directly. EnterpriseDB has offices in North America, Europe, and

Asia. EnterpriseDB was founded in 2004 and is headquartered in Bedford, MA. For more information, please visit http://www.enterprisedb.com

.

Sales Inquiries:

[email protected] (US) [email protected] (Intl)

+1-781-357-3390 or 1-877-377-4352 (US Only)

General Inquiries:

[email protected] [email protected] (APAC) [email protected] (EMEA)

EnterpriseDB, Postgres Plus, Postgres Enterprise Manager, and DynaTune are trademarks of EnterpriseDB Corporation.

Other names may be trademarks of their respective owners. © 2016.

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