Replication and Rebalancing

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Warning:
As of November 24, 2023, CockroachDB v22.1 is no longer supported. For more details, refer to the Release Support Policy.

This page guides you through a simple demonstration of how CockroachDB replicates, distributes, and rebalances data. Starting with a 3-node local cluster, you'll write some data and verify that it replicates in triplicate by default. You'll then add 2 more nodes and watch how CockroachDB automatically rebalances replicas to efficiently use all available capacity.

Before you begin

Make sure you have already installed CockroachDB.

Step 1. Generate certificates

  1. Create two directories:

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    $ mkdir certs my-safe-directory
    
  2. Create the CA (Certificate Authority) certificate and key pair:

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    $ cockroach cert create-ca \
    --certs-dir=certs \
    --ca-key=my-safe-directory/ca.key
    
  3. Create the certificate and key pair for your nodes:

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    $ cockroach cert create-node \
    localhost \
    $(hostname) \
    --certs-dir=certs \
    --ca-key=my-safe-directory/ca.key
    

    Because you're running a local cluster and all nodes use the same hostname (localhost), you only need a single node certificate. Note that this is different than running a production cluster, where you would need to generate a certificate and key for each node, issued to all common names and IP addresses you might use to refer to the node as well as to any load balancer instances.

  4. Create a client certificate and key pair for the root user:

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    $ cockroach cert create-client \
    root \
    --certs-dir=certs \
    --ca-key=my-safe-directory/ca.key
    

Step 2. Start a 3-node cluster

  1. Use the cockroach start command to start node 1:

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    $ cockroach start \
    --certs-dir=certs \
    --store=rep-node1 \
    --listen-addr=localhost:26257 \
    --http-addr=localhost:8080 \
    --join=localhost:26257,localhost:26258,localhost:26259
    
  2. In a new terminal, start node 2:

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    $ cockroach start \
    --certs-dir=certs \
    --store=rep-node2 \
    --listen-addr=localhost:26258 \
    --http-addr=localhost:8081 \
    --join=localhost:26257,localhost:26258,localhost:26259
    
  3. In a new terminal, start node 3:

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    $ cockroach start \
    --certs-dir=certs \
    --store=rep-node3 \
    --listen-addr=localhost:26259 \
    --http-addr=localhost:8082 \
    --join=localhost:26257,localhost:26258,localhost:26259
    
  4. In a new terminal, use the cockroach init command to perform a one-time initialization of the cluster, sending the request to any node on the --join list:

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    $ cockroach init --certs-dir=certs --host=localhost:26257
    

    You'll see the following message:

    Cluster successfully initialized
    

    At this point, each node also prints helpful startup details to its log.

Step 3. Create a SQL user

You'll use a non-root user for running a client workload and accessing the DB Console.

  1. In the same terminal, as the root user, open the built-in SQL shell against any node:

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    $ cockroach sql \
    --certs-dir=certs \
    --host=localhost:26257
    
  2. Create the maxroach user with a password:

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    > CREATE USER maxroach WITH PASSWORD '<your password>';
    
  3. Assign the maxroach user to the admin role:

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    > GRANT admin TO maxroach;
    

    This role assignment is for convenience for this tutorial; it gives the user access to all data without the need for additional privileges. For more details, see Authorization.

  4. Exit the SQL shell:

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    > \q
    

Step 4. Write data

  1. In the same terminal, run the cockroach workload command to generate an example intro database. In the connection string, replace <password> with the password you created earlier for maxroach:

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    $ cockroach workload init intro \
    'postgres://maxroach:<password>@localhost:26257?sslmode=verify-full&sslrootcert=certs/ca.crt'
    
    I200925 17:34:51.380259 1 workload/workloadsql/dataload.go:140  imported mytable (0s, 42 rows)
    
  2. Re-open the SQL shell, this time as the maxroach user:

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    $ cockroach sql \
    --user=maxroach \
    --certs-dir=certs \
    --host=localhost:26257
    

    Enter the user's password when prompted.

  3. Verify that the new intro database was added with one table, mytable:

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    > SHOW DATABASES;
    
      database_name
    +---------------+
      defaultdb
      intro
      postgres
      system
    (4 rows)
    
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    > SHOW TABLES FROM intro;
    
      table_name
    --------------
      mytable
    (1 row)    
    
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    > SELECT * FROM intro.mytable WHERE (l % 2) = 0;
    
      l  |                          v
    +----+------------------------------------------------------+
       0 | !__aaawwmqmqmwwwaas,,_        .__aaawwwmqmqmwwaaa,,
       2 | !"VT?!"""^~~^"""??T$Wmqaa,_auqmWBT?!"""^~~^^""??YV^
       4 | !                    "?##mW##?"-
       6 | !  C O N G R A T S  _am#Z??A#ma,           Y
       8 | !                 _ummY"    "9#ma,       A
      10 | !                vm#Z(        )Xmms    Y
      12 | !              .j####mmm#####mm#m##6.
      14 | !   W O W !    jmm###mm######m#mmm##6
      16 | !             ]#me*Xm#m#mm##m#m##SX##c
      18 | !             dm#||+*$##m#mm#m#Svvn##m
      20 | !            :mmE=|+||S##m##m#1nvnnX##;     A
      22 | !            :m#h+|+++=Xmm#m#1nvnnvdmm;     M
      24 | ! Y           $#m>+|+|||##m#1nvnnnnmm#      A
      26 | !  O          ]##z+|+|+|3#mEnnnnvnd##f      Z
      28 | !   U  D       4##c|+|+|]m#kvnvnno##P       E
      30 | !       I       4#ma+|++]mmhvnnvq##P`       !
      32 | !        D I     ?$#q%+|dmmmvnnm##!
      34 | !           T     -4##wu#mm#pw##7'
      36 | !                   -?$##m####Y'
      38 | !             !!       "Y##Y"-
      40 | !
    (21 rows)
    
  4. Exit the SQL shell:

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    > \q
    

Step 5. Verify replication

  1. To understand replication in CockroachDB, it's important to review a few concepts from the architecture:

    Concept Description
    Range CockroachDB stores all user data (tables, indexes, etc.) and almost all system data in a giant sorted map of key-value pairs. This keyspace is divided into "ranges", contiguous chunks of the keyspace, so that every key can always be found in a single range.

    From a SQL perspective, a table and its secondary indexes initially map to a single range, where each key-value pair in the range represents a single row in the table (also called the primary index because the table is sorted by the primary key) or a single row in a secondary index. As soon as that range reaches 512 MiB in size, it splits into two ranges. This process continues for these new ranges as the table and its indexes continue growing.
    Replica CockroachDB replicates each range (3 times by default) and stores each replica on a different node.
  2. With those concepts in mind, open the DB Console at http://localhost:8080 and log in with the maxroach user.

  3. On the Overview page, note that the Replicas count is the same on all three nodes. This indicates:

    • There are this many "ranges" of data in the cluster. These are mostly internal "system" ranges since you haven't added much table data.
    • Each range has been replicated 3 times (according to the CockroachDB default).
    • For each range, each replica is stored on different nodes.

Step 6. Add two more nodes

  1. Back in the terminal, add a fourth node:

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    $ cockroach start \
    --certs-dir=certs \
    --store=rep-node4 \
    --listen-addr=localhost:26260 \
    --http-addr=localhost:8083 \
    --join=localhost:26257,localhost:26258,localhost:26259
    
  2. In a new terminal, add a fifth node:

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    $ cockroach start \
    --certs-dir=certs \
    --store=rep-node5 \
    --listen-addr=localhost:26261 \
    --http-addr=localhost:8084 \
    --join=localhost:26257,localhost:26258,localhost:26259
    

Step 7. Watch data rebalance

Back in the DB Console, you'll see that there are now 5 nodes listed.

At first, the replica count will be lower for nodes 4 and 5. Very soon, however, you'll see those numbers even out across all nodes, indicating that data is being automatically rebalanced to utilize the additional capacity of the new nodes.

Step 8. Stop the cluster

  1. When you're done with your test cluster, press ctrl-c in each terminal where a node is running.

    Note:

    For the last 2 nodes, the shutdown process will take longer (about a minute each) and will eventually force the nodes to stop. This is because, with only 2 of 5 nodes left, a majority of replicas are not available, and so the cluster is no longer operational. To speed up this process, you can press ctrl-c a second time.

  2. To restart the cluster at a later time, run the same cockroach start commands as earlier from the directory containing the nodes' data stores.

    If you do not plan to restart the cluster, you may want to remove the cluster's certificates and data stores:

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    $ rm -rf certs my-safe-directory rep-node1 rep-node2 rep-node3 rep-node4 rep-node5
    

What's next?

Explore other core CockroachDB benefits and features:


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