Replication Dichotomy: Logical Replication and Physical Replication

Data Replicator
Microsoft SQL
11/7/2024
Tomasz Chwasewicz
Table of contents

There is a peculiar habit of throwing in some database professionals replication logical and physical to the same bin. So are logical replication and physical replication two of the same concepts? Well, no. You might as well say that socks and shoes are the same thing, because after all, both things are put on your feet, right? But as anyone who has tried to wear socks in the snow can attest, the similarities on the surface can hide a whole universe of differences between logical and physical replication.

Combining logical and physical replication or neglecting the differences between them can lead to inefficient data management strategies. Each method has its advantages and ideal usage scenarios. Knowing when to apply each one — understanding their unique roles across the data management spectrum — helps avoid unnecessary workload, optimizes performance, and ensures data integrity.

Logical Replication

Logical replication is a bit like having snapshots of data at specific points in time.

It monitors transaction-level modifications, and whenever there is a modification to the original database, be it an updated row or a newly inserted row, those modifications are logged and converted into SQL statements.

What happens next with the instructions? They are then sent to the designated database and implemented to obtain an identical result.

Typical applications

  • Data Warehouses: It involves regularly updating part of the data from the live database to the analytical database without causing disruption to the entire system.
  • Real-time analytics: Offering up-to-date data for analysis without having to duplicate the entire data set.
  • Sharing data between databases: Allow different systems to access the same subsets of data without duplicating entire databases.

Physical Replication

Physical replication is like copying an entire hard drive instead of duplicating individual files.

During this process, we create an exact copy of the database, byte by byte, to ensure the consistency of the data across all systems. The most common way to do this is to use streaming replication, which involves uploading database file updates to the replica without interruption.

The result is a duplicate that does not cease to be an exact replica of the original.

Typical use cases

  • Data recovery after a crash: Quickly take control in the event of a failure, reducing downtime and data loss.
  • High Availability Clusters: Ensure that the backup database is ready to take control immediately without loss of data or integrity.
  • Failover Configurations: Keep an identical copy of the database for smooth failover in case of hardware problems.

Logical Replication and Physical Replication: Key Differences

Flexibility

Flexibility of logical replication with data types and structures

Logical Replication provides great flexibility in handling different data types and structures. This technique allows databases to duplicate modifications at the logical level, focusing on the data itself (such as rows and columns) rather than the physical storage of the data. This method considers different data types and structures, allowing flexibility for different database schemas and different database management systems (DBMS).

Boolean replication supports a wide range of data types, from simple integers and strings to complex JSON and XML formats, and allows easy schema changes without disrupting the replication procedure. It also facilitates cross-platform replication by allowing data to be replicated between different database systems, such as uploading data from PostgreSQL to MySQL, offering flexibility in different environments.

Physical Replication Limitations on Database and Platform Versions

Physical replication, on the other hand, operates at a lower level, dealing with binary database data files. This method essentially clones the entire database, creating an exact copy of the database state. Physical replication is most effective when all nodes use the same database system and version, guaranteeing compatibility. However, updating the database system in this configuration requires careful preparation and often involves full resynchronization.

Performance

Logical Replication can affect the performance of the database due to the overhead of processing changes at the logical level. Analyzing and interpreting data changes requires additional CPU and memory resources, which can slow down the operation of the database, especially under heavy load. While logical replication is more efficient on a network, transmitting only logical changes, transactions of high frequency and complexity can still cause significant network traffic, potentially causing little latency due to network speed and amount of change.

On the other hand, physical replication generally offers better performance with lower CPU and memory load, since it does not require analyzing changes at the logical level. However, it generates a significant amount of input/output operations on the disk, affecting the performance of both the source and the target database. Physical replication helps ensure near-instantaneous data consistency between the master base and the replica, which is beneficial for high-availability configurations.

Data Integrity and Consistency

Physical Replication is better at maintaining data consistency by duplicating the full state of the database, ensuring exact duplicate data, which is essential in situations requiring the highest data integrity. Enables fast failover and recovery with minimal data loss in the event of a primary database failure.

Logical Replication, despite its flexibility, can encounter conflicts, especially in multi-server configurations where changes can occur simultaneously on multiple nodes. Conflict detection mechanisms are common in logical replication systems to resolve issues such as master key violations or data modification conflicts. Conflict handling can include strategies such as last-write-wins, timestamps, or custom conflict resolution logic, which can add complexity. Without adequate conflict resolution, data volatility can occur, compromising consistency.

Advantages and disadvantages: Logical replication and physical replication in databases

Advantages of logical replication

  • Detailed data inspection: Logical replication offers precise control over what is replicated. You can select specific tables, rows, and even columns, providing a high level of customization. This means that only the necessary data is transmitted and stored, which allows efficient optimization of resources.
  • Selective Replication: Replication of only critical data needed to ensure high availability. This reduces unnecessary data transfer and storage, focusing on relevant information without overloading the system.
  • Suitable for complex query environments: Ideal for environments with complex queries and varied workloads, logical replication easily handles schema changes. It takes into account database modifications without disrupting the replication process. In addition, it works on different types of databases, which makes it ideal for diverse environments.

Disadvantages of logical replication

  • Greater Complexity: Offering great flexibility, logical replication can be more complex to configure and manage than physical replication. This involves advanced configurations and maintenance work.
  • Potential Data Conflicts: In multi-master configurations where changes can occur on multiple nodes at the same time, there is a risk of data conflicts. Resolving these conflicts requires advanced conflict resolution mechanisms, which adds to the overall complexity. Handling master key violations and data modification conflicts requires advanced logic that can be difficult to implement and manage.

Advantages of Physical Replication

  • Simplicity and high fidelity of replication: Physical replication is simple, replicating the entire state of the database to ensure an accurate copy. It is easier to configure and manage compared to logical replication. This technique ensures consistency and high fidelity of the base and replica databases by replicating the database bit by beat.
  • Less Operating Load: Physical replication requires less CPU and memory usage, leading to a lower operating load.

Disadvantages of Physical Replication

  • Lack of flexibility: Physical replication is more restrictive, requiring similarity or near similarity of source and target systems. Both master and duplicate databases must be compatible in version and configuration, reducing flexibility in mixed environments.
  • Requires identical systems: Updating a database system can be more difficult with physical replication. Full replica resynchronization is often required, resulting in delays and complications. The requirement for identical systems increases the difficulty of the update process, reducing its flexibility in adapting to changes and improvements in the database infrastructure.

Choosing the Right Replication Method: Logical Replication and Physical Replication

There are a number of factors to consider when choosing the right replication technique for your database. Below is a detailed analysis to help you determine whether logical or physical replication is more suited to your requirements. Factors to consider include:

Cost

  • Logical Replication: If you want to replicate only part of the data, this method may be a more cost-effective choice. However, increased complexity can result in higher costs for both initial installation and ongoing maintenance.
  • Physical Replication: It is usually more profitable to establish and operate. However, it may require additional storage and bandwidth as the entire database is replicated.

Technical requirements

  • Logical Replication: It requires a more advanced configuration. Choose this solution if you are comfortable with tweaking and fine-tuning your database systems.
  • Physical Replication: Easier to set up and less technical knowledge required. It is more like the “set up and then ignore” technique.
    Data needs

Scenarios that favor logical replication

Diversified Data Environments

If you oversee databases on multiple platforms or need data replication between different systems, logical replication is a flexible tool at your disposal.

  • Cross-platform compatibility: Logical replication can reflect data from different database systems, for example, from PostgreSQL to MySQL, something like a universal translator.
  • Selective Replication: Need to replicate only specific tables or rows? Logical replication allows you to select data, reducing unnecessary network and storage load.

Dynamic schema changes

For environments where the database schema changes frequently, logical replication involves flexible adaptation without causing interference.

  • Evolution of the schema: Easily adapt to schema changes, such as adding new columns or changing data types, without having to reconfigure the entire replication configuration.
  • Complex loads: Ideal for databases with complex query needs and varied workloads, ensuring that replicas are consistently updated with the latest modifications.

Partial replication of data

Logical replication provides precise control when replicating only parts of the data.

  • Granular Control: It allows you to replicate individual sections of the database, such as specific tables or columns, to meet the requirements of different departments or applications.
  • Optimized performance: By duplicating only the necessary data, you can reduce the load on network bandwidth and storage resources

Scenarios that favor physical replication

High Availability Configurations

For systems that require high availability and minimal downtime, the choice between logical and physical replication should rather be geared towards the latter.

  • Emergency Switching Capabilities: If the main database fails, physical duplicates can quickly enter the fray to maintain operations with minimal data loss.
  • Exact copy: Creating a physical replica ensures that the database is exactly duplicated, making it very reliable for important data.

Simplicity and efficiency

If you prefer a simple configuration with robust performance, physical replication is a practical solution.

  • Ease of configuration: Setting up a physical replication is usually easier and requires less technical knowledge, making it easier to deploy and maintain.
  • Lower costs: Physical replication works at the binary level, resulting in less CPU and memory usage compared to logical replication.
  • Real-time updates: Ensuring near-real-time data consistency is critical for applications that require immediate data availability.

Homogeneous environments

Physical replication works well in environments where the same database system and version are used on all nodes.

  • Uniform environment: Both the primary and replicated databases must be identical or nearly identical. This ensures compatibility, thereby reducing the risk of replication problems.
  • Simplified updates: While updating may still require careful planning, the process is simpler when dealing with uniform systems.

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