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HOWTO: Execute a PostgreSQL Failover with Patroni

A PostgreSQL failover in HybridOps is a rehearsed, reviewable operation — not an ad hoc emergency response. This HOWTO covers both the controlled switchover (planned maintenance) and the emergency failover (primary failure) paths in a Patroni-managed cluster. You will capture before/after cluster state, confirm replica promotion, validate application reconnection, and produce the structured run record that the DR cost drill relies on as reviewable record of rehearsal.

What this covers:

  • Controlled switchover via patronictl switchover: pre-checks, execution, and timing measurement
  • Emergency failover path: detecting primary loss, triggering failover, and confirming new leader
  • Before/after run-record capture: Patroni cluster state, replication lag, and application connectivity

Learn this in Academy: Disaster Recovery Automation track