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Setting up your development environment for CloudNativePG

IMPORTANT: If you are looking for setup information of your local machine for local testing, please refer to the "Quickstart" section in the official documentation of CloudNativePG. In particular, we recommend kind.

In order to contribute to the source code of CloudNativePG, you need to have a proper development environment. Normally, you configure the environment once, by following the next three steps:

  • Installation of the requirements: one-off operation that installs the Go compiler, GNU/Make, Kind, and other components
  • Fork of the repository: use Github to fork CloudNativePG in your account and git to clone it on your computer
  • Local build and deploy: build the current trunk of CloudNativePG from the main branch; if this works, your environment is validated and you can start developing your own patches

Installation

Currently, we provide installation instructions for GNU/Linux, MacOS X, and Windows Subsystem for Linux (feel free to submit a PR for any improvement you might think of).

Once you have followed the instructions for your system, run the following command from the main directory to verify that GNU/Make is properly installed and view the available tasks you can run:

make help

Normally, the next step after this is to clone the CloudNativePG repository on your local workstation.

GNU/Linux systems

Make sure you have the following executables available in the PATH environment variable:

In addition, check that the following packages are installed in your system:

  • coreutils,
  • diffutils,
  • findutils,
  • git,
  • gpg,
  • jq,
  • make,
  • pandoc,
  • sed,
  • tar,
  • util-linux,
  • zlib1g.

The previous list assumes that you are using a Debian-based distribution. For other distributions the name of the packages may vary.

Microsoft WSL2

To setup a development environment you can use the same instructions discussed for GNU/Linux.

Please ensure that the requirements for kind using WSL2 are also met.

Mac OS X

We recommend to use brew to install the following components in your Mac OS X system:

brew install go \
  kind \
  golangci/tap/golangci-lint \
  goreleaser

Please note that bash v5.0+ is required, this can be installed with:

brew install bash

⚠️ Note: If kind is already installed, make sure you have the latest version:

brew upgrade kind

You can now proceed with installing the remaining required packages:

brew install jq \
  make \
  coreutils \
  diffutils \
  findutils \
  git \
  gpg \
  gnu-getopt \
  gnu-sed \
  gnu-tar \
  pandoc \
  zlib

You can then follow the provided instructions. As you'll see, you need to add the following lines to the profile of your shell (eg ~/.bash_profile):

# Go settings
export GOPATH="${HOME}/go"
# Homebrew settings
export PATH="/usr/local/opt/gettext/bin:$PATH"
export PATH="/usr/local/opt/coreutils/libexec/gnubin:$PATH"
export PATH="/usr/local/opt/findutils/libexec/gnubin:$PATH"
export PATH="/usr/local/opt/gnu-getopt/bin:$PATH"
export PATH="/usr/local/opt/gnu-sed/libexec/gnubin:$PATH"
export PATH="/usr/local/opt/gnu-tar/libexec/gnubin:$PATH"
export MANPATH="/usr/local/opt/coreutils/libexec/gnuman:$MANPATH"
export MANPATH="/usr/local/opt/findutils/libexec/gnuman:$MANPATH"
export MANPATH="/usr/local/opt/gnu-getopt/share/man:$MANPATH"
export MANPATH="/usr/local/opt/gnu-sed/libexec/gnuman:$MANPATH"
export MANPATH="/usr/local/opt/gnu-tar/libexec/gnuman:$MANPATH"
export LDFLAGS="-L/usr/local/opt/zlib/lib $LDFLAGS"
export LDFLAGS="-L/usr/local/opt/gettext/lib $LDFLAGS"
export LDFLAGS="-L/usr/local/opt/readline/lib $LDFLAGS"
export CPPFLAGS="-I/usr/local/opt/zlib/include $CPPFLAGS"
export CPPFLAGS="-I/usr/local/opt/gettext/include $CPPFLAGS"
export CPPFLAGS="-I/usr/local/opt/readline/include $CPPFLAGS"
export PKG_CONFIG_PATH="/usr/local/opt/readline/lib/pkgconfig"
# GPGv2 backward compatibility
export GPG_AGENT_INFO=~/.gnupg/S.gpg-agent::1
export GPG_TTY=$(tty)

If you are using Docker Desktop, please make sure you follow the instructions in the "Settings for Docker Desktop" section of the kind documentation.

MacOS Airplay uses port 5000 and can interfere with docker repository port. Make sure Airplay is off (System Preferences -> Share -> uncheck the Airplay checkbox).

Forking the repository

Unless you are a developer with write permissions on the main repository of CloudNativePG, in order to propose a pull request for CloudNativePG you need to fork the repo.

Please follow the instructions provided by Github about forking a repository, making sure you use the cloudnative-pg/cloudnative-pg instead of octocat/Spoon-Knife - which is used in the example.

Then clone it on your local environment and proceed with the next step.

Building the operator and deploying it locally

These instructions will guide you through building the operator from a local cloned repository, normally a fork of CloudNativePG, and deploying it in your local kind cluster for evaluation and testing.

Enter your local clone directory and select main as the working branch to build and deploy:

cd cloudnative-pg
git checkout main
make deploy-locally

This will build the operator based on the main branch content, create a kind cluster in your workstation with a container registry that provides the operator image that you just built.

NOTE: In case of errors, make sure that you have the latest versions of the Go binaries in your system. For this reason, from time to time, we recommend you running: make distclean.

If everything went well, you are now able to use this version of the operator in the local kind cluster. For example, you should be able to see the CloudNativePG operator installed with:

kubectl get deploy -n cnpg-system cnpg-controller-manager

Now that your system has been validated, you can tear down the local cluster with:

make kind-cluster-destroy

Congratulations, you have a suitable development environment. You are now able to contribute your patches to CloudNativePG!