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pg-online-schema-change (pg-osc) is a tool for making schema changes (any ALTER statements) in Postgres tables with minimal locks, thus helping achieve zero downtime schema changes against production workloads.

pg-osc uses the concept of shadow table to perform schema changes. At a high level, it creates a shadow table that looks structurally the same as the primary table, performs the schema change on the shadow table, copies contents from the primary table to the shadow table and swaps the table names in the end while preserving all changes to the primary table using triggers (via audit table).

pg-osc is inspired by the design and workings of tools like pg_repack and pt-online-schema-change (MySQL). Read more below on how does it work, prominent features, the caveats and examples

Table of Contents

Installation

Add this line to your application's Gemfile:

gem "pg_online_schema_change"

And then execute:

$ bundle install

Or install it yourself as:

$ gem install pg_online_schema_change

This will include all dependencies accordingly as well. Make sure the following requirements are satisfied.

Or via Docker:

docker pull shayonj/pg-osc:latest

https://hub.docker.com/r/shayonj/pg-osc

Requirements

Usage

pg-online-schema-change help perform

Usage:
  pg-online-schema-change perform -a, --alter-statement=ALTER_STATEMENT -d, --dbname=DBNAME -h, --host=HOST -p, --port=N -s, --schema=SCHEMA -u, --username=USERNAME

Options:
  -a, --alter-statement=ALTER_STATEMENT                                    # The ALTER statement to perform the schema change
  -s, --schema=SCHEMA                                                      # The schema in which the table is
                                                                           # Default: public
  -d, --dbname=DBNAME                                                      # Name of the database
  -h, --host=HOST                                                          # Server host where the Database is located
  -u, --username=USERNAME                                                  # Username for the Database
  -p, --port=N                                                             # Port for the Database
                                                                           # Default: 5432
  -w, [--password=PASSWORD]                                                # DEPRECATED: Password for the Database. Please pass PGPASSWORD environment variable instead.
  -v, [--verbose], [--no-verbose]                                          # Emit logs in debug mode
  -f, [--drop], [--no-drop]                                                # Drop the original table in the end after the swap
  -k, [--kill-backends], [--no-kill-backends]                              # Kill other competing queries/backends when trying to acquire lock for the shadow table creation and swap. It will wait for --wait-time-for-lock duration before killing backends and try upto 3 times.
  -w, [--wait-time-for-lock=N]                                             # Time to wait before killing backends to acquire lock and/or retrying upto 3 times. It will kill backends if --kill-backends is true, otherwise try upto 3 times and exit if it cannot acquire a lock.
                                                                           # Default: 10
  -c, [--copy-statement=COPY_STATEMENT]                                    # Takes a .sql file location where you can provide a custom query to be played (ex: backfills) when pgosc copies data from the primary to the shadow table. More examples in README.
  -b, [--pull-batch-count=N]                                               # Number of rows to be replayed on each iteration after copy. This can be tuned for faster catch up and swap. Best used with delta-count.
                                                                           # Default: 1000
  -e, [--delta-count=N]                                                    # Indicates how many rows should be remaining before a swap should be performed. This can be tuned for faster catch up and swap, especially on highly volume tables. Best used with pull-batch-count.
                                                                           # Default: 20
  -o, [--skip-foreign-key-validation], [--no-skip-foreign-key-validation]  # Skip foreign key validation after swap. You shouldn't need this unless you have a very specific use case, like manually validating foreign key constraints after swap.

Usage:
  pg-online-schema-change --version, -v

print the version

Prominent features

Load test

More about the preliminary load test figures here

Examples

Renaming a column

export PGPASSWORD=""
pg-online-schema-change perform \
  --alter-statement 'ALTER TABLE books RENAME COLUMN email TO new_email' \
  --dbname "postgres" \
  --host "localhost" \
  --username "jamesbond" \

Multiple ALTER statements

export PGPASSWORD=""
pg-online-schema-change perform \
  --alter-statement 'ALTER TABLE books ADD COLUMN "purchased" BOOLEAN DEFAULT FALSE; ALTER TABLE books RENAME COLUMN email TO new_email;' \
  --dbname "postgres" \
  --host "localhost" \
  --username "jamesbond" \
  --drop

Kill other backends after 5s

If the operation is being performed on a busy table, you can use pg-osc's kill-backend functionality to kill other backends that may be competing with the pg-osc operation to acquire a lock for a brief while. The ACCESS EXCLUSIVE lock acquired by pg-osc is only held for a brief while and released after. You can tune how long pg-osc should wait before killing other backends (or if at all pg-osc should kill backends in the first place).

export PGPASSWORD=""
pg-online-schema-change perform \
  --alter-statement 'ALTER TABLE books ADD COLUMN "purchased" BOOLEAN DEFAULT FALSE;' \
  --dbname "postgres" \
  --host "localhost" \
  --username "jamesbond" \
  --wait-time-for-lock 5 \
  --kill-backends \
  --drop

Replaying larger workloads

If you have a table with high write volume, the default replay iteration may not suffice. That is - you may see that pg-osc is replaying 1000 rows (pull-batch-count) in one go from the audit table. pg-osc also waits until the remaining row count (delta-count) in audit table is 20 before making the swap. You can tune these values to be higher for faster catch up on these kind of workloads.

export PGPASSWORD=""
pg-online-schema-change perform \
  --alter-statement 'ALTER TABLE books ADD COLUMN "purchased" BOOLEAN DEFAULT FALSE;' \
  --dbname "postgres" \
  --host "localhost" \
  --username "jamesbond" \
  --pull-batch-count 2000
  --delta-count 500
  --wait-time-for-lock 5 \
  --kill-backends \
  --drop

Backfill data

When inserting data into the shadow table, instead of just copying all columns and rows from the primary table, you can pass in a custom sql file to perform the copy and do any additional work. For instance - backfilling certain columns. By providing the copy-statement, pg-osc will instead play the query to perform the copy operation.

IMPORTANT NOTES:

-- file: /src/query.sql
INSERT INTO %{shadow_table}(foo, bar, baz, rental_id, tenant_id)
SELECT a.foo,a.bar,a.baz,a.rental_id,r.tenant_id AS tenant_id
FROM ONLY examples a
LEFT OUTER JOIN rentals r
ON a.rental_id = r.id

pg-online-schema-change perform \
  --alter-statement 'ALTER TABLE books ADD COLUMN "tenant_id" VARCHAR;' \
  --dbname "postgres" \
  --host "localhost" \
  --username "jamesbond" \
  --copy-statement "/src/query.sql" \
  --drop

Running using Docker

docker run --network host -it --rm shayonj/pg-osc:latest \
    pg-online-schema-change perform \
    --alter-statement 'ALTER TABLE books ADD COLUMN "purchased" BOOLEAN DEFAULT FALSE; ALTER TABLE books RENAME COLUMN email TO new_email;' \
    --dbname "postgres" \
    --host "localhost" \
    --username "jamesbond" \
    --drop

Few things to keep in mind

How does it work

how-it-works

  1. Create an audit table to record changes made to the parent table.
  2. Acquire a brief ACCESS EXCLUSIVE lock to add a trigger on the parent table (for inserts, updates, deletes) to the audit table.
  3. Create a new shadow table and run ALTER/migration on the shadow table.
  4. Copy all rows from the old table.
  5. Build indexes on the new table.
  6. Replay all changes accumulated in the audit table against the shadow table.
    • Delete rows in the audit table as they are replayed.
  7. Once the delta (remaining rows) is ~20 rows, acquire an ACCESS EXCLUSIVE lock against the parent table within a transaction and:
    • swap table names (shadow table <> parent table).
    • update references in other tables (FKs) by dropping and re-creating the FKs with a NOT VALID.
  8. Runs ANALYZE on the new table.
  9. Validates all FKs that were added with NOT VALID.
  10. Drop parent (now old) table (OPTIONAL).

Development

\curl -sSL https://get.rvm.io | bash

rvm install 3.3.0

rvm use 3.3.0

To install this gem onto your local machine, run bundle exec rake install.

Local testing

docker compose up

pgbench --initialize -s 10 --foreign-keys --host localhost -U jamesbond -d postgres
pgbench -T 60000 -c 5 --host localhost -U jamesbond -d postgres

bundle exec bin/pg-online-schema-change perform -a 'ALTER TABLE pgbench_accounts ALTER COLUMN aid TYPE BIGINT' -d "postgres" -h "localhost" -u "jamesbond" -w "password"

Releasing

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/shayonj/pg-osc.