Roles

There are several definitions of roles in Charmed PostgreSQL:

  • Predefined PostgreSQL roles

  • Instance-level DB/relation-specific roles

    • LDAP-specific roles

  • Extra user roles relation flag

See also

For details on how users relate to roles, see Users.

PostgreSQL 16 roles

test123=> SELECT * FROM pg_roles;
           rolname           | rolsuper | rolinherit | rolcreaterole | rolcreatedb | rolcanlogin | rolreplication | rolconnlimit | rolpassword | rolvaliduntil | rolbypassrls | rolconfig |  oid
-----------------------------+----------+------------+---------------+-------------+-------------+----------------+--------------+-------------+---------------+--------------+-----------+-------
 pg_database_owner           | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  6171
 pg_read_all_data            | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  6181
 pg_write_all_data           | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  6182
 pg_monitor                  | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  3373
 pg_read_all_settings        | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  3374
 pg_read_all_stats           | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  3375
 pg_stat_scan_tables         | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  3377
 pg_read_server_files        | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  4569
 pg_write_server_files       | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  4570
 pg_execute_server_program   | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  4571
 pg_signal_backend           | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  4200
 pg_checkpoint               | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  4544
 pg_use_reserved_connections | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  4550
 pg_create_subscription      | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           |  6304
...

Charmed PostgreSQL 16 roles

Charmed PostgreSQL 16 introduces the following instance-level predefined roles:

  • charmed_stats (inherit from pg_monitor)

  • charmed_read (inherit from pg_read_all_data and charmed_stats)

  • charmed_dml (inherit from pg_write_all_data and charmed_read)

  • charmed_backup (inherit from pg_checkpoint and charmed_stats)

  • charmed_dba (allowed to escalate to any other user, including the superuser operator)

  • charmed_admin (inherit from charmed_dml and allowed to escalate to the database-specific charmed_<database-name>_owner role, which is explained later in this document)

  • charmed_databases_owner (allowed to create databases; it can be requested through the CREATEDB extra user role)

Currently, charmed_backup and charmed_dba cannot be requested through the relation as extra user roles.

test123=> SELECT * FROM pg_roles;
           rolname           | rolsuper | rolinherit | rolcreaterole | rolcreatedb | rolcanlogin | rolreplication | rolconnlimit | rolpassword | rolvaliduntil | rolbypassrls | rolconfig |  oid
-----------------------------+----------+------------+---------------+-------------+-------------+----------------+--------------+-------------+---------------+--------------+-----------+-------
...
 charmed_stats               | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           | 16386
 charmed_read                | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           | 16388
 charmed_dml                 | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           | 16390
 charmed_backup              | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           | 16392
 charmed_dba                 | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           | 16393
 charmed_admin               | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           | 16394
 charmed_databases_owner     | f        | t          | f             | t           | t           | f              |           -1 | ********    |               | f            |           | 16395
...

Charmed PostgreSQL 16 also introduces catalogue/database level roles, with permissions tied to each database that’s created. Example for a database named test:

test123=> SELECT * FROM pg_roles WHERE rolname LIKE 'charmed_test_%';
      rolname       | rolsuper | rolinherit | rolcreaterole | rolcreatedb | rolcanlogin | rolreplication | rolconnlimit | rolpassword | rolvaliduntil | rolbypassrls | rolconfig |  oid
--------------------+----------+------------+---------------+-------------+-------------+----------------+--------------+-------------+---------------+--------------+-----------+-------
 charmed_test_owner | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           | 16396
 charmed_test_admin | f        | f          | f             | f           | f           | f              |           -1 | ********    |               | f            |           | 16397
 charmed_test_dml   | f        | t          | f             | f           | f           | f              |           -1 | ********    |               | f            |           | 16398

The charmed_<database-name>_admin role is assigned to each relation user (explained in the next section) with access to the specific database. When that user connects to the database, it’s auto-escalated to the charmed_<database-name>_owner user, which will own every object inside the database, simplifying the permissions to perform operations on those objects when a new user requests access to that same database.

There is also a charmed_<database-name>_dml role that is assigned to each relation user to still allow them to read and write to the database objects even if the mechanism to auto-escalate the relation user to the charmed_<database-name>_owner role doesn’t work.

Relation-specific roles

For each application/relation, the dedicated user has been created:

postgres=# SELECT * FROM pg_roles;
          rolname           | rolsuper | rolinherit | rolcreaterole | rolcreatedb | rolcanlogin | rolreplication | rolconnlimit | rolpassword | rolvaliduntil | rolbypassrls | rolconfig |  oid
----------------------------+----------+------------+---------------+-------------+-------------+----------------+--------------+-------------+---------------+--------------+-----------+-------
...
 relation_id_12             | f        | t          | t             | t           | t           | f              |           -1 | ********    |               | f            |           | 16416
...

postgres=# SELECT * FROM pg_user;
          usename           | usesysid | usecreatedb | usesuper | userepl | usebypassrls |  passwd  | valuntil | useconfig
----------------------------+----------+-------------+----------+---------+--------------+----------+----------+-----------
 ...
 relation_id_12             |    16416 | t           | f        | f       | f            | ******** |          |

When the same application is being related through PgBouncer, the extra users/roles are created following the same logic as above:

postgres=# SELECT * FROM pg_roles;
          rolname           | rolsuper | rolinherit | rolcreaterole | rolcreatedb | rolcanlogin | rolreplication | rolconnlimit | rolpassword | rolvaliduntil | rolbypassrls | rolconfig |  oid
----------------------------+----------+------------+---------------+-------------+-------------+----------------+--------------+-------------+---------------+--------------+-----------+-------
...
 relation-14                | t        | t          | f             | f           | t           | f              |           -1 | ********    |               | f            |           | 16403
 pgbouncer_auth_relation_14 | t        | t          | f             | f           | t           | f              |           -1 | ********    |               | f            |           | 16410
 relation_id_13             | f        | t          | t             | t           | t           | f              |           -1 | ********    |               | f            |           | 16417
...

postgres=# SELECT * FROM pg_user;
          usename           | usesysid | usecreatedb | usesuper | userepl | usebypassrls |  passwd  | valuntil | useconfig
----------------------------+----------+-------------+----------+---------+--------------+----------+----------+-----------
 ...
 relation-14                |    16403 | f           | t        | f       | f            | ******** |          |
 pgbouncer_auth_relation_14 |    16410 | f           | t        | f       | f            | ******** |          |
 relation_id_13             |    16417 | t           | f        | f       | f            | ******** |          |

In this case, there are several records created to:

  • relation_id_13 - for relation between Application and PgBouncer

  • relation-14 - for relation between PgBouncer and PostgreSQL

  • pgbouncer_auth_relation_14 - to authenticate end-users, which connects PgBouncer

Escalation and switching identity

Regular relation users can temporarily escalate their privileges to other predefined roles using PostgreSQL’s role-switching features. There are two approaches:

  • SET ROLE / RESET ROLE (standard, built-in)

  • The set_user / reset_user

Both approaches are enabled by default in the charm.

Below they are explained in more details, including some examples.

1) Using SET ROLE and RESET ROLE

This is the standard PostgreSQL mechanism. A session can switch its current role to any role of which the current role is a member. Use the SET ROLE command to switch to a predefined role. Use RESET ROLE to return to the original role.

Example: escalate to charmed_dml:

-- In the application/session for the relation user, escalate to the predefined role.
SET ROLE charmed_dml;

-- Perform privileged operations that charmed_dml allows.

-- Then switch back to the original role.
RESET ROLE;

Notes:

  • SET ROLE only works if the current role is a member of the target role (i.e. the target role was requested through the extra-user-roles relation field).

2) Using the set_user and reset_user to switch identity to another user

In some deployments you may want a member of charmed_dba to be able to become a different PostgreSQL user (either a non-superuser or the cluster superuser) for the duration of a session. The set_user extension provides functions that allow a caller to change the session’s effective user identity.

Example: switch identity to a non-superuser role:

-- Called in a session where the relation user is a member of charmed_dba.
SELECT set_user('another_user'::TEXT);

-- Perform actions as another_user.

-- Then switch back to the previous identity. 
SELECT reset_user(); 

Example: switch identity to the (cluster) superuser operator:

-- Called in a session where the relation user is a member of charmed_dba.
SELECT set_user_u('operator'::TEXT);

-- Perform superuser operations.

-- Then switch back to the previous identity. 
SELECT reset_user();

Important security considerations:

  • Prefer using SET ROLE when possible; use the set_user identity switching approach only when you need to assume an identity that cannot be achieved via role membership.

Charmed PostgreSQL LDAP roles

To map LDAP users to PostgreSQL users, the dedicated LDAP groups have to be created before hand using Data Integrator charm. The result of such mapping will be a new PostgreSQL Roles:

postgres=# SELECT * FROM pg_roles;
    rolname    | rolsuper | rolinherit | rolcreaterole | rolcreatedb | rolcanlogin | rolreplication | rolconnlimit | rolpassword | rolvaliduntil | rolbypassrls | rolconfig |  oid
----------------------------+----------+------------+---------------+-------------+-------------+----------------+--------------+-------------+---------------+--------------+-----------+-------
...
 myrole        | t        | t          | f             | f           | t           | f              |           -1 | ********    |               | f            |           | 16422