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+<!-- doc/src/sgml/backup.sgml -->
+
+<chapter id="backup">
+ <title>Backup and Restore</title>
+
+ <indexterm zone="backup"><primary>backup</primary></indexterm>
+
+ <para>
+ As with everything that contains valuable data, <productname>PostgreSQL</productname>
+ databases should be backed up regularly. While the procedure is
+ essentially simple, it is important to have a clear understanding of
+ the underlying techniques and assumptions.
+ </para>
+
+ <para>
+ There are three fundamentally different approaches to backing up
+ <productname>PostgreSQL</productname> data:
+ <itemizedlist>
+ <listitem><para><acronym>SQL</acronym> dump</para></listitem>
+ <listitem><para>File system level backup</para></listitem>
+ <listitem><para>Continuous archiving</para></listitem>
+ </itemizedlist>
+ Each has its own strengths and weaknesses; each is discussed in turn
+ in the following sections.
+ </para>
+
+ <sect1 id="backup-dump">
+ <title><acronym>SQL</acronym> Dump</title>
+
+ <para>
+ The idea behind this dump method is to generate a file with SQL
+ commands that, when fed back to the server, will recreate the
+ database in the same state as it was at the time of the dump.
+ <productname>PostgreSQL</productname> provides the utility program
+ <xref linkend="app-pgdump"/> for this purpose. The basic usage of this
+ command is:
+<synopsis>
+pg_dump <replaceable class="parameter">dbname</replaceable> &gt; <replaceable class="parameter">dumpfile</replaceable>
+</synopsis>
+ As you see, <application>pg_dump</application> writes its result to the
+ standard output. We will see below how this can be useful.
+ While the above command creates a text file, <application>pg_dump</application>
+ can create files in other formats that allow for parallelism and more
+ fine-grained control of object restoration.
+ </para>
+
+ <para>
+ <application>pg_dump</application> is a regular <productname>PostgreSQL</productname>
+ client application (albeit a particularly clever one). This means
+ that you can perform this backup procedure from any remote host that has
+ access to the database. But remember that <application>pg_dump</application>
+ does not operate with special permissions. In particular, it must
+ have read access to all tables that you want to back up, so in order
+ to back up the entire database you almost always have to run it as a
+ database superuser. (If you do not have sufficient privileges to back up
+ the entire database, you can still back up portions of the database to which
+ you do have access using options such as
+ <option>-n <replaceable>schema</replaceable></option>
+ or <option>-t <replaceable>table</replaceable></option>.)
+ </para>
+
+ <para>
+ To specify which database server <application>pg_dump</application> should
+ contact, use the command line options <option>-h
+ <replaceable>host</replaceable></option> and <option>-p <replaceable>port</replaceable></option>. The
+ default host is the local host or whatever your
+ <envar>PGHOST</envar> environment variable specifies. Similarly,
+ the default port is indicated by the <envar>PGPORT</envar>
+ environment variable or, failing that, by the compiled-in default.
+ (Conveniently, the server will normally have the same compiled-in
+ default.)
+ </para>
+
+ <para>
+ Like any other <productname>PostgreSQL</productname> client application,
+ <application>pg_dump</application> will by default connect with the database
+ user name that is equal to the current operating system user name. To override
+ this, either specify the <option>-U</option> option or set the
+ environment variable <envar>PGUSER</envar>. Remember that
+ <application>pg_dump</application> connections are subject to the normal
+ client authentication mechanisms (which are described in <xref
+ linkend="client-authentication"/>).
+ </para>
+
+ <para>
+ An important advantage of <application>pg_dump</application> over the other backup
+ methods described later is that <application>pg_dump</application>'s output can
+ generally be re-loaded into newer versions of <productname>PostgreSQL</productname>,
+ whereas file-level backups and continuous archiving are both extremely
+ server-version-specific. <application>pg_dump</application> is also the only method
+ that will work when transferring a database to a different machine
+ architecture, such as going from a 32-bit to a 64-bit server.
+ </para>
+
+ <para>
+ Dumps created by <application>pg_dump</application> are internally consistent,
+ meaning, the dump represents a snapshot of the database at the time
+ <application>pg_dump</application> began running. <application>pg_dump</application> does not
+ block other operations on the database while it is working.
+ (Exceptions are those operations that need to operate with an
+ exclusive lock, such as most forms of <command>ALTER TABLE</command>.)
+ </para>
+
+ <sect2 id="backup-dump-restore">
+ <title>Restoring the Dump</title>
+
+ <para>
+ Text files created by <application>pg_dump</application> are intended to
+ be read in by the <application>psql</application> program. The
+ general command form to restore a dump is
+<synopsis>
+psql <replaceable class="parameter">dbname</replaceable> &lt; <replaceable class="parameter">dumpfile</replaceable>
+</synopsis>
+ where <replaceable class="parameter">dumpfile</replaceable> is the
+ file output by the <application>pg_dump</application> command. The database <replaceable
+ class="parameter">dbname</replaceable> will not be created by this
+ command, so you must create it yourself from <literal>template0</literal>
+ before executing <application>psql</application> (e.g., with
+ <literal>createdb -T template0 <replaceable
+ class="parameter">dbname</replaceable></literal>). <application>psql</application>
+ supports options similar to <application>pg_dump</application> for specifying
+ the database server to connect to and the user name to use. See
+ the <xref linkend="app-psql"/> reference page for more information.
+ Non-text file dumps are restored using the <xref
+ linkend="app-pgrestore"/> utility.
+ </para>
+
+ <para>
+ Before restoring an SQL dump, all the users who own objects or were
+ granted permissions on objects in the dumped database must already
+ exist. If they do not, the restore will fail to recreate the
+ objects with the original ownership and/or permissions.
+ (Sometimes this is what you want, but usually it is not.)
+ </para>
+
+ <para>
+ By default, the <application>psql</application> script will continue to
+ execute after an SQL error is encountered. You might wish to run
+ <application>psql</application> with
+ the <literal>ON_ERROR_STOP</literal> variable set to alter that
+ behavior and have <application>psql</application> exit with an
+ exit status of 3 if an SQL error occurs:
+<programlisting>
+psql --set ON_ERROR_STOP=on <replaceable>dbname</replaceable> &lt; <replaceable>dumpfile</replaceable>
+</programlisting>
+ Either way, you will only have a partially restored database.
+ Alternatively, you can specify that the whole dump should be
+ restored as a single transaction, so the restore is either fully
+ completed or fully rolled back. This mode can be specified by
+ passing the <option>-1</option> or <option>--single-transaction</option>
+ command-line options to <application>psql</application>. When using this
+ mode, be aware that even a minor error can rollback a
+ restore that has already run for many hours. However, that might
+ still be preferable to manually cleaning up a complex database
+ after a partially restored dump.
+ </para>
+
+ <para>
+ The ability of <application>pg_dump</application> and <application>psql</application> to
+ write to or read from pipes makes it possible to dump a database
+ directly from one server to another, for example:
+<programlisting>
+pg_dump -h <replaceable>host1</replaceable> <replaceable>dbname</replaceable> | psql -h <replaceable>host2</replaceable> <replaceable>dbname</replaceable>
+</programlisting>
+ </para>
+
+ <important>
+ <para>
+ The dumps produced by <application>pg_dump</application> are relative to
+ <literal>template0</literal>. This means that any languages, procedures,
+ etc. added via <literal>template1</literal> will also be dumped by
+ <application>pg_dump</application>. As a result, when restoring, if you are
+ using a customized <literal>template1</literal>, you must create the
+ empty database from <literal>template0</literal>, as in the example
+ above.
+ </para>
+ </important>
+
+ <para>
+ After restoring a backup, it is wise to run <link
+ linkend="sql-analyze"><command>ANALYZE</command></link> on each
+ database so the query optimizer has useful statistics;
+ see <xref linkend="vacuum-for-statistics"/>
+ and <xref linkend="autovacuum"/> for more information.
+ For more advice on how to load large amounts of data
+ into <productname>PostgreSQL</productname> efficiently, refer to <xref
+ linkend="populate"/>.
+ </para>
+ </sect2>
+
+ <sect2 id="backup-dump-all">
+ <title>Using <application>pg_dumpall</application></title>
+
+ <para>
+ <application>pg_dump</application> dumps only a single database at a time,
+ and it does not dump information about roles or tablespaces
+ (because those are cluster-wide rather than per-database).
+ To support convenient dumping of the entire contents of a database
+ cluster, the <xref linkend="app-pg-dumpall"/> program is provided.
+ <application>pg_dumpall</application> backs up each database in a given
+ cluster, and also preserves cluster-wide data such as role and
+ tablespace definitions. The basic usage of this command is:
+<synopsis>
+pg_dumpall &gt; <replaceable>dumpfile</replaceable>
+</synopsis>
+ The resulting dump can be restored with <application>psql</application>:
+<synopsis>
+psql -f <replaceable class="parameter">dumpfile</replaceable> postgres
+</synopsis>
+ (Actually, you can specify any existing database name to start from,
+ but if you are loading into an empty cluster then <literal>postgres</literal>
+ should usually be used.) It is always necessary to have
+ database superuser access when restoring a <application>pg_dumpall</application>
+ dump, as that is required to restore the role and tablespace information.
+ If you use tablespaces, make sure that the tablespace paths in the
+ dump are appropriate for the new installation.
+ </para>
+
+ <para>
+ <application>pg_dumpall</application> works by emitting commands to re-create
+ roles, tablespaces, and empty databases, then invoking
+ <application>pg_dump</application> for each database. This means that while
+ each database will be internally consistent, the snapshots of
+ different databases are not synchronized.
+ </para>
+
+ <para>
+ Cluster-wide data can be dumped alone using the
+ <application>pg_dumpall</application> <option>--globals-only</option> option.
+ This is necessary to fully backup the cluster if running the
+ <application>pg_dump</application> command on individual databases.
+ </para>
+ </sect2>
+
+ <sect2 id="backup-dump-large">
+ <title>Handling Large Databases</title>
+
+ <para>
+ Some operating systems have maximum file size limits that cause
+ problems when creating large <application>pg_dump</application> output files.
+ Fortunately, <application>pg_dump</application> can write to the standard
+ output, so you can use standard Unix tools to work around this
+ potential problem. There are several possible methods:
+ </para>
+
+ <formalpara>
+ <title>Use compressed dumps.</title>
+ <para>
+ You can use your favorite compression program, for example
+ <application>gzip</application>:
+
+<programlisting>
+pg_dump <replaceable class="parameter">dbname</replaceable> | gzip &gt; <replaceable class="parameter">filename</replaceable>.gz
+</programlisting>
+
+ Reload with:
+
+<programlisting>
+gunzip -c <replaceable class="parameter">filename</replaceable>.gz | psql <replaceable class="parameter">dbname</replaceable>
+</programlisting>
+
+ or:
+
+<programlisting>
+cat <replaceable class="parameter">filename</replaceable>.gz | gunzip | psql <replaceable class="parameter">dbname</replaceable>
+</programlisting>
+ </para>
+ </formalpara>
+
+ <formalpara>
+ <title>Use <command>split</command>.</title>
+ <para>
+ The <command>split</command> command
+ allows you to split the output into smaller files that are
+ acceptable in size to the underlying file system. For example, to
+ make 2 gigabyte chunks:
+
+<programlisting>
+pg_dump <replaceable class="parameter">dbname</replaceable> | split -b 2G - <replaceable class="parameter">filename</replaceable>
+</programlisting>
+
+ Reload with:
+
+<programlisting>
+cat <replaceable class="parameter">filename</replaceable>* | psql <replaceable class="parameter">dbname</replaceable>
+</programlisting>
+
+ If using GNU <application>split</application>, it is possible to
+ use it and <application>gzip</application> together:
+
+<programlisting>
+pg_dump <replaceable class="parameter">dbname</replaceable> | split -b 2G --filter='gzip > $FILE.gz'
+</programlisting>
+
+ It can be restored using <command>zcat</command>.
+ </para>
+ </formalpara>
+
+ <formalpara>
+ <title>Use <application>pg_dump</application>'s custom dump format.</title>
+ <para>
+ If <productname>PostgreSQL</productname> was built on a system with the
+ <application>zlib</application> compression library installed, the custom dump
+ format will compress data as it writes it to the output file. This will
+ produce dump file sizes similar to using <command>gzip</command>, but it
+ has the added advantage that tables can be restored selectively. The
+ following command dumps a database using the custom dump format:
+
+<programlisting>
+pg_dump -Fc <replaceable class="parameter">dbname</replaceable> &gt; <replaceable class="parameter">filename</replaceable>
+</programlisting>
+
+ A custom-format dump is not a script for <application>psql</application>, but
+ instead must be restored with <application>pg_restore</application>, for example:
+
+<programlisting>
+pg_restore -d <replaceable class="parameter">dbname</replaceable> <replaceable class="parameter">filename</replaceable>
+</programlisting>
+
+ See the <xref linkend="app-pgdump"/> and <xref
+ linkend="app-pgrestore"/> reference pages for details.
+ </para>
+ </formalpara>
+
+ <para>
+ For very large databases, you might need to combine <command>split</command>
+ with one of the other two approaches.
+ </para>
+
+ <formalpara>
+ <title>Use <application>pg_dump</application>'s parallel dump feature.</title>
+ <para>
+ To speed up the dump of a large database, you can use
+ <application>pg_dump</application>'s parallel mode. This will dump
+ multiple tables at the same time. You can control the degree of
+ parallelism with the <command>-j</command> parameter. Parallel dumps
+ are only supported for the "directory" archive format.
+
+<programlisting>
+pg_dump -j <replaceable class="parameter">num</replaceable> -F d -f <replaceable class="parameter">out.dir</replaceable> <replaceable class="parameter">dbname</replaceable>
+</programlisting>
+
+ You can use <command>pg_restore -j</command> to restore a dump in parallel.
+ This will work for any archive of either the "custom" or the "directory"
+ archive mode, whether or not it has been created with <command>pg_dump -j</command>.
+ </para>
+ </formalpara>
+ </sect2>
+ </sect1>
+
+ <sect1 id="backup-file">
+ <title>File System Level Backup</title>
+
+ <para>
+ An alternative backup strategy is to directly copy the files that
+ <productname>PostgreSQL</productname> uses to store the data in the database;
+ <xref linkend="creating-cluster"/> explains where these files
+ are located. You can use whatever method you prefer
+ for doing file system backups; for example:
+
+<programlisting>
+tar -cf backup.tar /usr/local/pgsql/data
+</programlisting>
+ </para>
+
+ <para>
+ There are two restrictions, however, which make this method
+ impractical, or at least inferior to the <application>pg_dump</application>
+ method:
+
+ <orderedlist>
+ <listitem>
+ <para>
+ The database server <emphasis>must</emphasis> be shut down in order to
+ get a usable backup. Half-way measures such as disallowing all
+ connections will <emphasis>not</emphasis> work
+ (in part because <command>tar</command> and similar tools do not take
+ an atomic snapshot of the state of the file system,
+ but also because of internal buffering within the server).
+ Information about stopping the server can be found in
+ <xref linkend="server-shutdown"/>. Needless to say, you
+ also need to shut down the server before restoring the data.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>
+ If you have dug into the details of the file system layout of the
+ database, you might be tempted to try to back up or restore only certain
+ individual tables or databases from their respective files or
+ directories. This will <emphasis>not</emphasis> work because the
+ information contained in these files is not usable without
+ the commit log files,
+ <filename>pg_xact/*</filename>, which contain the commit status of
+ all transactions. A table file is only usable with this
+ information. Of course it is also impossible to restore only a
+ table and the associated <filename>pg_xact</filename> data
+ because that would render all other tables in the database
+ cluster useless. So file system backups only work for complete
+ backup and restoration of an entire database cluster.
+ </para>
+ </listitem>
+ </orderedlist>
+ </para>
+
+ <para>
+ An alternative file-system backup approach is to make a
+ <quote>consistent snapshot</quote> of the data directory, if the
+ file system supports that functionality (and you are willing to
+ trust that it is implemented correctly). The typical procedure is
+ to make a <quote>frozen snapshot</quote> of the volume containing the
+ database, then copy the whole data directory (not just parts, see
+ above) from the snapshot to a backup device, then release the frozen
+ snapshot. This will work even while the database server is running.
+ However, a backup created in this way saves
+ the database files in a state as if the database server was not
+ properly shut down; therefore, when you start the database server
+ on the backed-up data, it will think the previous server instance
+ crashed and will replay the WAL log. This is not a problem; just
+ be aware of it (and be sure to include the WAL files in your backup).
+ You can perform a <command>CHECKPOINT</command> before taking the
+ snapshot to reduce recovery time.
+ </para>
+
+ <para>
+ If your database is spread across multiple file systems, there might not
+ be any way to obtain exactly-simultaneous frozen snapshots of all
+ the volumes. For example, if your data files and WAL log are on different
+ disks, or if tablespaces are on different file systems, it might
+ not be possible to use snapshot backup because the snapshots
+ <emphasis>must</emphasis> be simultaneous.
+ Read your file system documentation very carefully before trusting
+ the consistent-snapshot technique in such situations.
+ </para>
+
+ <para>
+ If simultaneous snapshots are not possible, one option is to shut down
+ the database server long enough to establish all the frozen snapshots.
+ Another option is to perform a continuous archiving base backup (<xref
+ linkend="backup-base-backup"/>) because such backups are immune to file
+ system changes during the backup. This requires enabling continuous
+ archiving just during the backup process; restore is done using
+ continuous archive recovery (<xref linkend="backup-pitr-recovery"/>).
+ </para>
+
+ <para>
+ Another option is to use <application>rsync</application> to perform a file
+ system backup. This is done by first running <application>rsync</application>
+ while the database server is running, then shutting down the database
+ server long enough to do an <command>rsync --checksum</command>.
+ (<option>--checksum</option> is necessary because <command>rsync</command> only
+ has file modification-time granularity of one second.) The
+ second <application>rsync</application> will be quicker than the first,
+ because it has relatively little data to transfer, and the end result
+ will be consistent because the server was down. This method
+ allows a file system backup to be performed with minimal downtime.
+ </para>
+
+ <para>
+ Note that a file system backup will typically be larger
+ than an SQL dump. (<application>pg_dump</application> does not need to dump
+ the contents of indexes for example, just the commands to recreate
+ them.) However, taking a file system backup might be faster.
+ </para>
+ </sect1>
+
+ <sect1 id="continuous-archiving">
+ <title>Continuous Archiving and Point-in-Time Recovery (PITR)</title>
+
+ <indexterm zone="backup">
+ <primary>continuous archiving</primary>
+ </indexterm>
+
+ <indexterm zone="backup">
+ <primary>point-in-time recovery</primary>
+ </indexterm>
+
+ <indexterm zone="backup">
+ <primary>PITR</primary>
+ </indexterm>
+
+ <para>
+ At all times, <productname>PostgreSQL</productname> maintains a
+ <firstterm>write ahead log</firstterm> (WAL) in the <filename>pg_wal/</filename>
+ subdirectory of the cluster's data directory. The log records
+ every change made to the database's data files. This log exists
+ primarily for crash-safety purposes: if the system crashes, the
+ database can be restored to consistency by <quote>replaying</quote> the
+ log entries made since the last checkpoint. However, the existence
+ of the log makes it possible to use a third strategy for backing up
+ databases: we can combine a file-system-level backup with backup of
+ the WAL files. If recovery is needed, we restore the file system backup and
+ then replay from the backed-up WAL files to bring the system to a
+ current state. This approach is more complex to administer than
+ either of the previous approaches, but it has some significant
+ benefits:
+ <itemizedlist>
+ <listitem>
+ <para>
+ We do not need a perfectly consistent file system backup as the starting point.
+ Any internal inconsistency in the backup will be corrected by log
+ replay (this is not significantly different from what happens during
+ crash recovery). So we do not need a file system snapshot capability,
+ just <application>tar</application> or a similar archiving tool.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Since we can combine an indefinitely long sequence of WAL files
+ for replay, continuous backup can be achieved simply by continuing to archive
+ the WAL files. This is particularly valuable for large databases, where
+ it might not be convenient to take a full backup frequently.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ It is not necessary to replay the WAL entries all the
+ way to the end. We could stop the replay at any point and have a
+ consistent snapshot of the database as it was at that time. Thus,
+ this technique supports <firstterm>point-in-time recovery</firstterm>: it is
+ possible to restore the database to its state at any time since your base
+ backup was taken.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ If we continuously feed the series of WAL files to another
+ machine that has been loaded with the same base backup file, we
+ have a <firstterm>warm standby</firstterm> system: at any point we can bring up
+ the second machine and it will have a nearly-current copy of the
+ database.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </para>
+
+ <note>
+ <para>
+ <application>pg_dump</application> and
+ <application>pg_dumpall</application> do not produce file-system-level
+ backups and cannot be used as part of a continuous-archiving solution.
+ Such dumps are <emphasis>logical</emphasis> and do not contain enough
+ information to be used by WAL replay.
+ </para>
+ </note>
+
+ <para>
+ As with the plain file-system-backup technique, this method can only
+ support restoration of an entire database cluster, not a subset.
+ Also, it requires a lot of archival storage: the base backup might be bulky,
+ and a busy system will generate many megabytes of WAL traffic that
+ have to be archived. Still, it is the preferred backup technique in
+ many situations where high reliability is needed.
+ </para>
+
+ <para>
+ To recover successfully using continuous archiving (also called
+ <quote>online backup</quote> by many database vendors), you need a continuous
+ sequence of archived WAL files that extends back at least as far as the
+ start time of your backup. So to get started, you should set up and test
+ your procedure for archiving WAL files <emphasis>before</emphasis> you take your
+ first base backup. Accordingly, we first discuss the mechanics of
+ archiving WAL files.
+ </para>
+
+ <sect2 id="backup-archiving-wal">
+ <title>Setting Up WAL Archiving</title>
+
+ <para>
+ In an abstract sense, a running <productname>PostgreSQL</productname> system
+ produces an indefinitely long sequence of WAL records. The system
+ physically divides this sequence into WAL <firstterm>segment
+ files</firstterm>, which are normally 16MB apiece (although the segment size
+ can be altered during <application>initdb</application>). The segment
+ files are given numeric names that reflect their position in the
+ abstract WAL sequence. When not using WAL archiving, the system
+ normally creates just a few segment files and then
+ <quote>recycles</quote> them by renaming no-longer-needed segment files
+ to higher segment numbers. It's assumed that segment files whose
+ contents precede the last checkpoint are no longer of
+ interest and can be recycled.
+ </para>
+
+ <para>
+ When archiving WAL data, we need to capture the contents of each segment
+ file once it is filled, and save that data somewhere before the segment
+ file is recycled for reuse. Depending on the application and the
+ available hardware, there could be many different ways of <quote>saving
+ the data somewhere</quote>: we could copy the segment files to an NFS-mounted
+ directory on another machine, write them onto a tape drive (ensuring that
+ you have a way of identifying the original name of each file), or batch
+ them together and burn them onto CDs, or something else entirely. To
+ provide the database administrator with flexibility,
+ <productname>PostgreSQL</productname> tries not to make any assumptions about how
+ the archiving will be done. Instead, <productname>PostgreSQL</productname> lets
+ the administrator specify a shell command or an archive library to be executed to copy a
+ completed segment file to wherever it needs to go. This could be as simple
+ as a shell command that uses <literal>cp</literal>, or it could invoke a
+ complex C function &mdash; it's all up to you.
+ </para>
+
+ <para>
+ To enable WAL archiving, set the <xref linkend="guc-wal-level"/>
+ configuration parameter to <literal>replica</literal> or higher,
+ <xref linkend="guc-archive-mode"/> to <literal>on</literal>,
+ specify the shell command to use in the <xref
+ linkend="guc-archive-command"/> configuration parameter
+ or specify the library to use in the <xref
+ linkend="guc-archive-library"/> configuration parameter. In practice
+ these settings will always be placed in the
+ <filename>postgresql.conf</filename> file.
+ </para>
+
+ <para>
+ In <varname>archive_command</varname>,
+ <literal>%p</literal> is replaced by the path name of the file to
+ archive, while <literal>%f</literal> is replaced by only the file name.
+ (The path name is relative to the current working directory,
+ i.e., the cluster's data directory.)
+ Use <literal>%%</literal> if you need to embed an actual <literal>%</literal>
+ character in the command. The simplest useful command is something
+ like:
+<programlisting>
+archive_command = 'test ! -f /mnt/server/archivedir/%f &amp;&amp; cp %p /mnt/server/archivedir/%f' # Unix
+archive_command = 'copy "%p" "C:\\server\\archivedir\\%f"' # Windows
+</programlisting>
+ which will copy archivable WAL segments to the directory
+ <filename>/mnt/server/archivedir</filename>. (This is an example, not a
+ recommendation, and might not work on all platforms.) After the
+ <literal>%p</literal> and <literal>%f</literal> parameters have been replaced,
+ the actual command executed might look like this:
+<programlisting>
+test ! -f /mnt/server/archivedir/00000001000000A900000065 &amp;&amp; cp pg_wal/00000001000000A900000065 /mnt/server/archivedir/00000001000000A900000065
+</programlisting>
+ A similar command will be generated for each new file to be archived.
+ </para>
+
+ <para>
+ The archive command will be executed under the ownership of the same
+ user that the <productname>PostgreSQL</productname> server is running as. Since
+ the series of WAL files being archived contains effectively everything
+ in your database, you will want to be sure that the archived data is
+ protected from prying eyes; for example, archive into a directory that
+ does not have group or world read access.
+ </para>
+
+ <para>
+ It is important that the archive command return zero exit status if and
+ only if it succeeds. Upon getting a zero result,
+ <productname>PostgreSQL</productname> will assume that the file has been
+ successfully archived, and will remove or recycle it. However, a nonzero
+ status tells <productname>PostgreSQL</productname> that the file was not archived;
+ it will try again periodically until it succeeds.
+ </para>
+
+ <para>
+ Another way to archive is to use a custom archive module as the
+ <varname>archive_library</varname>. Since such modules are written in
+ <literal>C</literal>, creating your own may require considerably more effort
+ than writing a shell command. However, archive modules can be more
+ performant than archiving via shell, and they will have access to many
+ useful server resources. For more information about archive modules, see
+ <xref linkend="archive-modules"/>.
+ </para>
+
+ <para>
+ When the archive command is terminated by a signal (other than
+ <systemitem>SIGTERM</systemitem> that is used as part of a server
+ shutdown) or an error by the shell with an exit status greater than
+ 125 (such as command not found), or if the archive function emits an
+ <literal>ERROR</literal> or <literal>FATAL</literal>, the archiver process
+ aborts and gets restarted by the postmaster. In such cases, the failure is
+ not reported in <xref linkend="pg-stat-archiver-view"/>.
+ </para>
+
+ <para>
+ Archive commands and libraries should generally be designed to refuse to overwrite
+ any pre-existing archive file. This is an important safety feature to
+ preserve the integrity of your archive in case of administrator error
+ (such as sending the output of two different servers to the same archive
+ directory).
+ </para>
+
+ <para>
+ It is advisable to test your proposed archive command or library to ensure that it
+ indeed does not overwrite an existing file, <emphasis>and that it returns
+ nonzero status or <literal>false</literal>, respectively, in this case</emphasis>.
+ The example command above for Unix ensures this by including a separate
+ <command>test</command> step. On some Unix platforms, <command>cp</command> has
+ switches such as <option>-i</option> that can be used to do the same thing
+ less verbosely, but you should not rely on these without verifying that
+ the right exit status is returned. (In particular, GNU <command>cp</command>
+ will return status zero when <option>-i</option> is used and the target file
+ already exists, which is <emphasis>not</emphasis> the desired behavior.)
+ </para>
+
+ <para>
+ While designing your archiving setup, consider what will happen if
+ the archive command or library fails repeatedly because some aspect requires
+ operator intervention or the archive runs out of space. For example, this
+ could occur if you write to tape without an autochanger; when the tape
+ fills, nothing further can be archived until the tape is swapped.
+ You should ensure that any error condition or request to a human operator
+ is reported appropriately so that the situation can be
+ resolved reasonably quickly. The <filename>pg_wal/</filename> directory will
+ continue to fill with WAL segment files until the situation is resolved.
+ (If the file system containing <filename>pg_wal/</filename> fills up,
+ <productname>PostgreSQL</productname> will do a PANIC shutdown. No committed
+ transactions will be lost, but the database will remain offline until
+ you free some space.)
+ </para>
+
+ <para>
+ The speed of the archive command or library is unimportant as long as it can keep up
+ with the average rate at which your server generates WAL data. Normal
+ operation continues even if the archiving process falls a little behind.
+ If archiving falls significantly behind, this will increase the amount of
+ data that would be lost in the event of a disaster. It will also mean that
+ the <filename>pg_wal/</filename> directory will contain large numbers of
+ not-yet-archived segment files, which could eventually exceed available
+ disk space. You are advised to monitor the archiving process to ensure that
+ it is working as you intend.
+ </para>
+
+ <para>
+ In writing your archive command or library, you should assume that the file names to
+ be archived can be up to 64 characters long and can contain any
+ combination of ASCII letters, digits, and dots. It is not necessary to
+ preserve the original relative path (<literal>%p</literal>) but it is necessary to
+ preserve the file name (<literal>%f</literal>).
+ </para>
+
+ <para>
+ Note that although WAL archiving will allow you to restore any
+ modifications made to the data in your <productname>PostgreSQL</productname> database,
+ it will not restore changes made to configuration files (that is,
+ <filename>postgresql.conf</filename>, <filename>pg_hba.conf</filename> and
+ <filename>pg_ident.conf</filename>), since those are edited manually rather
+ than through SQL operations.
+ You might wish to keep the configuration files in a location that will
+ be backed up by your regular file system backup procedures. See
+ <xref linkend="runtime-config-file-locations"/> for how to relocate the
+ configuration files.
+ </para>
+
+ <para>
+ The archive command or function is only invoked on completed WAL segments. Hence,
+ if your server generates only little WAL traffic (or has slack periods
+ where it does so), there could be a long delay between the completion
+ of a transaction and its safe recording in archive storage. To put
+ a limit on how old unarchived data can be, you can set
+ <xref linkend="guc-archive-timeout"/> to force the server to switch
+ to a new WAL segment file at least that often. Note that archived
+ files that are archived early due to a forced switch are still the same
+ length as completely full files. It is therefore unwise to set a very
+ short <varname>archive_timeout</varname> &mdash; it will bloat your archive
+ storage. <varname>archive_timeout</varname> settings of a minute or so are
+ usually reasonable.
+ </para>
+
+ <para>
+ Also, you can force a segment switch manually with
+ <function>pg_switch_wal</function> if you want to ensure that a
+ just-finished transaction is archived as soon as possible. Other utility
+ functions related to WAL management are listed in <xref
+ linkend="functions-admin-backup-table"/>.
+ </para>
+
+ <para>
+ When <varname>wal_level</varname> is <literal>minimal</literal> some SQL commands
+ are optimized to avoid WAL logging, as described in <xref
+ linkend="populate-pitr"/>. If archiving or streaming replication were
+ turned on during execution of one of these statements, WAL would not
+ contain enough information for archive recovery. (Crash recovery is
+ unaffected.) For this reason, <varname>wal_level</varname> can only be changed at
+ server start. However, <varname>archive_command</varname> and <varname>archive_library</varname> can be changed with a
+ configuration file reload. If you are archiving via shell and wish to
+ temporarily stop archiving,
+ one way to do it is to set <varname>archive_command</varname> to the empty
+ string (<literal>''</literal>).
+ This will cause WAL files to accumulate in <filename>pg_wal/</filename> until a
+ working <varname>archive_command</varname> is re-established.
+ </para>
+ </sect2>
+
+ <sect2 id="backup-base-backup">
+ <title>Making a Base Backup</title>
+
+ <para>
+ The easiest way to perform a base backup is to use the
+ <xref linkend="app-pgbasebackup"/> tool. It can create
+ a base backup either as regular files or as a tar archive. If more
+ flexibility than <xref linkend="app-pgbasebackup"/> can provide is
+ required, you can also make a base backup using the low level API
+ (see <xref linkend="backup-lowlevel-base-backup"/>).
+ </para>
+
+ <para>
+ It is not necessary to be concerned about the amount of time it takes
+ to make a base backup. However, if you normally run the
+ server with <varname>full_page_writes</varname> disabled, you might notice a drop
+ in performance while the backup runs since <varname>full_page_writes</varname> is
+ effectively forced on during backup mode.
+ </para>
+
+ <para>
+ To make use of the backup, you will need to keep all the WAL
+ segment files generated during and after the file system backup.
+ To aid you in doing this, the base backup process
+ creates a <firstterm>backup history file</firstterm> that is immediately
+ stored into the WAL archive area. This file is named after the first
+ WAL segment file that you need for the file system backup.
+ For example, if the starting WAL file is
+ <literal>0000000100001234000055CD</literal> the backup history file will be
+ named something like
+ <literal>0000000100001234000055CD.007C9330.backup</literal>. (The second
+ part of the file name stands for an exact position within the WAL
+ file, and can ordinarily be ignored.) Once you have safely archived
+ the file system backup and the WAL segment files used during the
+ backup (as specified in the backup history file), all archived WAL
+ segments with names numerically less are no longer needed to recover
+ the file system backup and can be deleted. However, you should
+ consider keeping several backup sets to be absolutely certain that
+ you can recover your data.
+ </para>
+
+ <para>
+ The backup history file is just a small text file. It contains the
+ label string you gave to <xref linkend="app-pgbasebackup"/>, as well as
+ the starting and ending times and WAL segments of the backup.
+ If you used the label to identify the associated dump file,
+ then the archived history file is enough to tell you which dump file to
+ restore.
+ </para>
+
+ <para>
+ Since you have to keep around all the archived WAL files back to your
+ last base backup, the interval between base backups should usually be
+ chosen based on how much storage you want to expend on archived WAL
+ files. You should also consider how long you are prepared to spend
+ recovering, if recovery should be necessary &mdash; the system will have to
+ replay all those WAL segments, and that could take awhile if it has
+ been a long time since the last base backup.
+ </para>
+ </sect2>
+
+ <sect2 id="backup-lowlevel-base-backup">
+ <title>Making a Base Backup Using the Low Level API</title>
+ <para>
+ The procedure for making a base backup using the low level
+ APIs contains a few more steps than
+ the <xref linkend="app-pgbasebackup"/> method, but is relatively
+ simple. It is very important that these steps are executed in
+ sequence, and that the success of a step is verified before
+ proceeding to the next step.
+ </para>
+ <para>
+ Multiple backups are able to be run concurrently (both those
+ started using this backup API and those started using
+ <xref linkend="app-pgbasebackup"/>).
+ </para>
+ <para>
+ <orderedlist>
+ <listitem>
+ <para>
+ Ensure that WAL archiving is enabled and working.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Connect to the server (it does not matter which database) as a user with
+ rights to run <function>pg_backup_start</function> (superuser,
+ or a user who has been granted <literal>EXECUTE</literal> on the
+ function) and issue the command:
+<programlisting>
+SELECT pg_backup_start(label => 'label', fast => false);
+</programlisting>
+ where <literal>label</literal> is any string you want to use to uniquely
+ identify this backup operation. The connection
+ calling <function>pg_backup_start</function> must be maintained until the end of
+ the backup, or the backup will be automatically aborted.
+ </para>
+
+ <para>
+ Online backups are always started at the beginning of a checkpoint.
+ By default, <function>pg_backup_start</function> will wait for the next
+ regularly scheduled checkpoint to complete, which may take a long time (see the
+ configuration parameters <xref linkend="guc-checkpoint-timeout"/> and
+ <xref linkend="guc-checkpoint-completion-target"/>). This is
+ usually preferable as it minimizes the impact on the running system. If you
+ want to start the backup as soon as possible, pass <literal>true</literal> as
+ the second parameter to <function>pg_backup_start</function> and it will
+ request an immediate checkpoint, which will finish as fast as possible using
+ as much I/O as possible.
+ </para>
+
+ </listitem>
+ <listitem>
+ <para>
+ Perform the backup, using any convenient file-system-backup tool
+ such as <application>tar</application> or <application>cpio</application> (not
+ <application>pg_dump</application> or
+ <application>pg_dumpall</application>). It is neither
+ necessary nor desirable to stop normal operation of the database
+ while you do this. See
+ <xref linkend="backup-lowlevel-base-backup-data"/> for things to
+ consider during this backup.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ In the same connection as before, issue the command:
+<programlisting>
+SELECT * FROM pg_backup_stop(wait_for_archive => true);
+</programlisting>
+ This terminates backup mode. On a primary, it also performs an automatic
+ switch to the next WAL segment. On a standby, it is not possible to
+ automatically switch WAL segments, so you may wish to run
+ <function>pg_switch_wal</function> on the primary to perform a manual
+ switch. The reason for the switch is to arrange for
+ the last WAL segment file written during the backup interval to be
+ ready to archive.
+ </para>
+ <para>
+ <function>pg_backup_stop</function> will return one row with three
+ values. The second of these fields should be written to a file named
+ <filename>backup_label</filename> in the root directory of the backup. The
+ third field should be written to a file named
+ <filename>tablespace_map</filename> unless the field is empty. These files are
+ vital to the backup working and must be written byte for byte without
+ modification, which may require opening the file in binary mode.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Once the WAL segment files active during the backup are archived, you are
+ done. The file identified by <function>pg_backup_stop</function>'s first return
+ value is the last segment that is required to form a complete set of
+ backup files. On a primary, if <varname>archive_mode</varname> is enabled and the
+ <literal>wait_for_archive</literal> parameter is <literal>true</literal>,
+ <function>pg_backup_stop</function> does not return until the last segment has
+ been archived.
+ On a standby, <varname>archive_mode</varname> must be <literal>always</literal> in order
+ for <function>pg_backup_stop</function> to wait.
+ Archiving of these files happens automatically since you have
+ already configured <varname>archive_command</varname> or <varname>archive_library</varname>.
+ In most cases this happens quickly, but you are advised to monitor your
+ archive system to ensure there are no delays.
+ If the archive process has fallen behind because of failures of the
+ archive command or library, it will keep retrying
+ until the archive succeeds and the backup is complete.
+ If you wish to place a time limit on the execution of
+ <function>pg_backup_stop</function>, set an appropriate
+ <varname>statement_timeout</varname> value, but make note that if
+ <function>pg_backup_stop</function> terminates because of this your backup
+ may not be valid.
+ </para>
+ <para>
+ If the backup process monitors and ensures that all WAL segment files
+ required for the backup are successfully archived then the
+ <literal>wait_for_archive</literal> parameter (which defaults to true) can be set
+ to false to have
+ <function>pg_backup_stop</function> return as soon as the stop backup record is
+ written to the WAL. By default, <function>pg_backup_stop</function> will wait
+ until all WAL has been archived, which can take some time. This option
+ must be used with caution: if WAL archiving is not monitored correctly
+ then the backup might not include all of the WAL files and will
+ therefore be incomplete and not able to be restored.
+ </para>
+ </listitem>
+ </orderedlist>
+ </para>
+ <sect3 id="backup-lowlevel-base-backup-data">
+ <title>Backing Up the Data Directory</title>
+ <para>
+ Some file system backup tools emit warnings or errors
+ if the files they are trying to copy change while the copy proceeds.
+ When taking a base backup of an active database, this situation is normal
+ and not an error. However, you need to ensure that you can distinguish
+ complaints of this sort from real errors. For example, some versions
+ of <application>rsync</application> return a separate exit code for
+ <quote>vanished source files</quote>, and you can write a driver script to
+ accept this exit code as a non-error case. Also, some versions of
+ GNU <application>tar</application> return an error code indistinguishable from
+ a fatal error if a file was truncated while <application>tar</application> was
+ copying it. Fortunately, GNU <application>tar</application> versions 1.16 and
+ later exit with 1 if a file was changed during the backup,
+ and 2 for other errors. With GNU <application>tar</application> version 1.23 and
+ later, you can use the warning options <literal>--warning=no-file-changed
+ --warning=no-file-removed</literal> to hide the related warning messages.
+ </para>
+
+ <para>
+ Be certain that your backup includes all of the files under
+ the database cluster directory (e.g., <filename>/usr/local/pgsql/data</filename>).
+ If you are using tablespaces that do not reside underneath this directory,
+ be careful to include them as well (and be sure that your backup
+ archives symbolic links as links, otherwise the restore will corrupt
+ your tablespaces).
+ </para>
+
+ <para>
+ You should, however, omit from the backup the files within the
+ cluster's <filename>pg_wal/</filename> subdirectory. This
+ slight adjustment is worthwhile because it reduces the risk
+ of mistakes when restoring. This is easy to arrange if
+ <filename>pg_wal/</filename> is a symbolic link pointing to someplace outside
+ the cluster directory, which is a common setup anyway for performance
+ reasons. You might also want to exclude <filename>postmaster.pid</filename>
+ and <filename>postmaster.opts</filename>, which record information
+ about the running <application>postmaster</application>, not about the
+ <application>postmaster</application> which will eventually use this backup.
+ (These files can confuse <application>pg_ctl</application>.)
+ </para>
+
+ <para>
+ It is often a good idea to also omit from the backup the files
+ within the cluster's <filename>pg_replslot/</filename> directory, so that
+ replication slots that exist on the primary do not become part of the
+ backup. Otherwise, the subsequent use of the backup to create a standby
+ may result in indefinite retention of WAL files on the standby, and
+ possibly bloat on the primary if hot standby feedback is enabled, because
+ the clients that are using those replication slots will still be connecting
+ to and updating the slots on the primary, not the standby. Even if the
+ backup is only intended for use in creating a new primary, copying the
+ replication slots isn't expected to be particularly useful, since the
+ contents of those slots will likely be badly out of date by the time
+ the new primary comes on line.
+ </para>
+
+ <para>
+ The contents of the directories <filename>pg_dynshmem/</filename>,
+ <filename>pg_notify/</filename>, <filename>pg_serial/</filename>,
+ <filename>pg_snapshots/</filename>, <filename>pg_stat_tmp/</filename>,
+ and <filename>pg_subtrans/</filename> (but not the directories themselves) can be
+ omitted from the backup as they will be initialized on postmaster startup.
+ </para>
+
+ <para>
+ Any file or directory beginning with <filename>pgsql_tmp</filename> can be
+ omitted from the backup. These files are removed on postmaster start and
+ the directories will be recreated as needed.
+ </para>
+
+ <para>
+ <filename>pg_internal.init</filename> files can be omitted from the
+ backup whenever a file of that name is found. These files contain
+ relation cache data that is always rebuilt when recovering.
+ </para>
+
+ <para>
+ The backup label
+ file includes the label string you gave to <function>pg_backup_start</function>,
+ as well as the time at which <function>pg_backup_start</function> was run, and
+ the name of the starting WAL file. In case of confusion it is therefore
+ possible to look inside a backup file and determine exactly which
+ backup session the dump file came from. The tablespace map file includes
+ the symbolic link names as they exist in the directory
+ <filename>pg_tblspc/</filename> and the full path of each symbolic link.
+ These files are not merely for your information; their presence and
+ contents are critical to the proper operation of the system's recovery
+ process.
+ </para>
+
+ <para>
+ It is also possible to make a backup while the server is
+ stopped. In this case, you obviously cannot use
+ <function>pg_backup_start</function> or <function>pg_backup_stop</function>, and
+ you will therefore be left to your own devices to keep track of which
+ backup is which and how far back the associated WAL files go.
+ It is generally better to follow the continuous archiving procedure above.
+ </para>
+ </sect3>
+ </sect2>
+
+ <sect2 id="backup-pitr-recovery">
+ <title>Recovering Using a Continuous Archive Backup</title>
+
+ <para>
+ Okay, the worst has happened and you need to recover from your backup.
+ Here is the procedure:
+ <orderedlist>
+ <listitem>
+ <para>
+ Stop the server, if it's running.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ If you have the space to do so,
+ copy the whole cluster data directory and any tablespaces to a temporary
+ location in case you need them later. Note that this precaution will
+ require that you have enough free space on your system to hold two
+ copies of your existing database. If you do not have enough space,
+ you should at least save the contents of the cluster's <filename>pg_wal</filename>
+ subdirectory, as it might contain logs which
+ were not archived before the system went down.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Remove all existing files and subdirectories under the cluster data
+ directory and under the root directories of any tablespaces you are using.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Restore the database files from your file system backup. Be sure that they
+ are restored with the right ownership (the database system user, not
+ <literal>root</literal>!) and with the right permissions. If you are using
+ tablespaces,
+ you should verify that the symbolic links in <filename>pg_tblspc/</filename>
+ were correctly restored.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Remove any files present in <filename>pg_wal/</filename>; these came from the
+ file system backup and are therefore probably obsolete rather than current.
+ If you didn't archive <filename>pg_wal/</filename> at all, then recreate
+ it with proper permissions,
+ being careful to ensure that you re-establish it as a symbolic link
+ if you had it set up that way before.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ If you have unarchived WAL segment files that you saved in step 2,
+ copy them into <filename>pg_wal/</filename>. (It is best to copy them,
+ not move them, so you still have the unmodified files if a
+ problem occurs and you have to start over.)
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Set recovery configuration settings in
+ <filename>postgresql.conf</filename> (see <xref
+ linkend="runtime-config-wal-archive-recovery"/>) and create a file
+ <filename>recovery.signal</filename> in the cluster
+ data directory. You might
+ also want to temporarily modify <filename>pg_hba.conf</filename> to prevent
+ ordinary users from connecting until you are sure the recovery was successful.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Start the server. The server will go into recovery mode and
+ proceed to read through the archived WAL files it needs. Should the
+ recovery be terminated because of an external error, the server can
+ simply be restarted and it will continue recovery. Upon completion
+ of the recovery process, the server will remove
+ <filename>recovery.signal</filename> (to prevent
+ accidentally re-entering recovery mode later) and then
+ commence normal database operations.
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Inspect the contents of the database to ensure you have recovered to
+ the desired state. If not, return to step 1. If all is well,
+ allow your users to connect by restoring <filename>pg_hba.conf</filename> to normal.
+ </para>
+ </listitem>
+ </orderedlist>
+ </para>
+
+ <para>
+ The key part of all this is to set up a recovery configuration that
+ describes how you want to recover and how far the recovery should
+ run. The one thing that you absolutely must specify is the <varname>restore_command</varname>,
+ which tells <productname>PostgreSQL</productname> how to retrieve archived
+ WAL file segments. Like the <varname>archive_command</varname>, this is
+ a shell command string. It can contain <literal>%f</literal>, which is
+ replaced by the name of the desired log file, and <literal>%p</literal>,
+ which is replaced by the path name to copy the log file to.
+ (The path name is relative to the current working directory,
+ i.e., the cluster's data directory.)
+ Write <literal>%%</literal> if you need to embed an actual <literal>%</literal>
+ character in the command. The simplest useful command is
+ something like:
+<programlisting>
+restore_command = 'cp /mnt/server/archivedir/%f %p'
+</programlisting>
+ which will copy previously archived WAL segments from the directory
+ <filename>/mnt/server/archivedir</filename>. Of course, you can use something
+ much more complicated, perhaps even a shell script that requests the
+ operator to mount an appropriate tape.
+ </para>
+
+ <para>
+ It is important that the command return nonzero exit status on failure.
+ The command <emphasis>will</emphasis> be called requesting files that are not
+ present in the archive; it must return nonzero when so asked. This is not
+ an error condition. An exception is that if the command was terminated by
+ a signal (other than <systemitem>SIGTERM</systemitem>, which is used as
+ part of a database server shutdown) or an error by the shell (such as
+ command not found), then recovery will abort and the server will not start
+ up.
+ </para>
+
+ <para>
+ Not all of the requested files will be WAL segment
+ files; you should also expect requests for files with a suffix of
+ <literal>.history</literal>. Also be aware that
+ the base name of the <literal>%p</literal> path will be different from
+ <literal>%f</literal>; do not expect them to be interchangeable.
+ </para>
+
+ <para>
+ WAL segments that cannot be found in the archive will be sought in
+ <filename>pg_wal/</filename>; this allows use of recent un-archived segments.
+ However, segments that are available from the archive will be used in
+ preference to files in <filename>pg_wal/</filename>.
+ </para>
+
+ <para>
+ Normally, recovery will proceed through all available WAL segments,
+ thereby restoring the database to the current point in time (or as
+ close as possible given the available WAL segments). Therefore, a normal
+ recovery will end with a <quote>file not found</quote> message, the exact text
+ of the error message depending upon your choice of
+ <varname>restore_command</varname>. You may also see an error message
+ at the start of recovery for a file named something like
+ <filename>00000001.history</filename>. This is also normal and does not
+ indicate a problem in simple recovery situations; see
+ <xref linkend="backup-timelines"/> for discussion.
+ </para>
+
+ <para>
+ If you want to recover to some previous point in time (say, right before
+ the junior DBA dropped your main transaction table), just specify the
+ required <link linkend="runtime-config-wal-recovery-target">stopping point</link>. You can specify
+ the stop point, known as the <quote>recovery target</quote>, either by
+ date/time, named restore point or by completion of a specific transaction
+ ID. As of this writing only the date/time and named restore point options
+ are very usable, since there are no tools to help you identify with any
+ accuracy which transaction ID to use.
+ </para>
+
+ <note>
+ <para>
+ The stop point must be after the ending time of the base backup, i.e.,
+ the end time of <function>pg_backup_stop</function>. You cannot use a base backup
+ to recover to a time when that backup was in progress. (To
+ recover to such a time, you must go back to your previous base backup
+ and roll forward from there.)
+ </para>
+ </note>
+
+ <para>
+ If recovery finds corrupted WAL data, recovery will
+ halt at that point and the server will not start. In such a case the
+ recovery process could be re-run from the beginning, specifying a
+ <quote>recovery target</quote> before the point of corruption so that recovery
+ can complete normally.
+ If recovery fails for an external reason, such as a system crash or
+ if the WAL archive has become inaccessible, then the recovery can simply
+ be restarted and it will restart almost from where it failed.
+ Recovery restart works much like checkpointing in normal operation:
+ the server periodically forces all its state to disk, and then updates
+ the <filename>pg_control</filename> file to indicate that the already-processed
+ WAL data need not be scanned again.
+ </para>
+
+ </sect2>
+
+ <sect2 id="backup-timelines">
+ <title>Timelines</title>
+
+ <indexterm zone="backup">
+ <primary>timelines</primary>
+ </indexterm>
+
+ <para>
+ The ability to restore the database to a previous point in time creates
+ some complexities that are akin to science-fiction stories about time
+ travel and parallel universes. For example, in the original history of the database,
+ suppose you dropped a critical table at 5:15PM on Tuesday evening, but
+ didn't realize your mistake until Wednesday noon.
+ Unfazed, you get out your backup, restore to the point-in-time 5:14PM
+ Tuesday evening, and are up and running. In <emphasis>this</emphasis> history of
+ the database universe, you never dropped the table. But suppose
+ you later realize this wasn't such a great idea, and would like
+ to return to sometime Wednesday morning in the original history.
+ You won't be able
+ to if, while your database was up-and-running, it overwrote some of the
+ WAL segment files that led up to the time you now wish you
+ could get back to. Thus, to avoid this, you need to distinguish the series of
+ WAL records generated after you've done a point-in-time recovery from
+ those that were generated in the original database history.
+ </para>
+
+ <para>
+ To deal with this problem, <productname>PostgreSQL</productname> has a notion
+ of <firstterm>timelines</firstterm>. Whenever an archive recovery completes,
+ a new timeline is created to identify the series of WAL records
+ generated after that recovery. The timeline
+ ID number is part of WAL segment file names so a new timeline does
+ not overwrite the WAL data generated by previous timelines. It is
+ in fact possible to archive many different timelines. While that might
+ seem like a useless feature, it's often a lifesaver. Consider the
+ situation where you aren't quite sure what point-in-time to recover to,
+ and so have to do several point-in-time recoveries by trial and error
+ until you find the best place to branch off from the old history. Without
+ timelines this process would soon generate an unmanageable mess. With
+ timelines, you can recover to <emphasis>any</emphasis> prior state, including
+ states in timeline branches that you abandoned earlier.
+ </para>
+
+ <para>
+ Every time a new timeline is created, <productname>PostgreSQL</productname> creates
+ a <quote>timeline history</quote> file that shows which timeline it branched
+ off from and when. These history files are necessary to allow the system
+ to pick the right WAL segment files when recovering from an archive that
+ contains multiple timelines. Therefore, they are archived into the WAL
+ archive area just like WAL segment files. The history files are just
+ small text files, so it's cheap and appropriate to keep them around
+ indefinitely (unlike the segment files which are large). You can, if
+ you like, add comments to a history file to record your own notes about
+ how and why this particular timeline was created. Such comments will be
+ especially valuable when you have a thicket of different timelines as
+ a result of experimentation.
+ </para>
+
+ <para>
+ The default behavior of recovery is to recover to the latest timeline found
+ in the archive. If you wish to recover to the timeline that was current
+ when the base backup was taken or into a specific child timeline (that
+ is, you want to return to some state that was itself generated after a
+ recovery attempt), you need to specify <literal>current</literal> or the
+ target timeline ID in <xref linkend="guc-recovery-target-timeline"/>. You
+ cannot recover into timelines that branched off earlier than the base backup.
+ </para>
+ </sect2>
+
+ <sect2 id="backup-tips">
+ <title>Tips and Examples</title>
+
+ <para>
+ Some tips for configuring continuous archiving are given here.
+ </para>
+
+ <sect3 id="backup-standalone">
+ <title>Standalone Hot Backups</title>
+
+ <para>
+ It is possible to use <productname>PostgreSQL</productname>'s backup facilities to
+ produce standalone hot backups. These are backups that cannot be used
+ for point-in-time recovery, yet are typically much faster to backup and
+ restore than <application>pg_dump</application> dumps. (They are also much larger
+ than <application>pg_dump</application> dumps, so in some cases the speed advantage
+ might be negated.)
+ </para>
+
+ <para>
+ As with base backups, the easiest way to produce a standalone
+ hot backup is to use the <xref linkend="app-pgbasebackup"/>
+ tool. If you include the <literal>-X</literal> parameter when calling
+ it, all the write-ahead log required to use the backup will be
+ included in the backup automatically, and no special action is
+ required to restore the backup.
+ </para>
+ </sect3>
+
+ <sect3 id="compressed-archive-logs">
+ <title>Compressed Archive Logs</title>
+
+ <para>
+ If archive storage size is a concern, you can use
+ <application>gzip</application> to compress the archive files:
+<programlisting>
+archive_command = 'gzip &lt; %p &gt; /mnt/server/archivedir/%f.gz'
+</programlisting>
+ You will then need to use <application>gunzip</application> during recovery:
+<programlisting>
+restore_command = 'gunzip &lt; /mnt/server/archivedir/%f.gz &gt; %p'
+</programlisting>
+ </para>
+ </sect3>
+
+ <sect3 id="backup-scripts">
+ <title><varname>archive_command</varname> Scripts</title>
+
+ <para>
+ Many people choose to use scripts to define their
+ <varname>archive_command</varname>, so that their
+ <filename>postgresql.conf</filename> entry looks very simple:
+<programlisting>
+archive_command = 'local_backup_script.sh "%p" "%f"'
+</programlisting>
+ Using a separate script file is advisable any time you want to use
+ more than a single command in the archiving process.
+ This allows all complexity to be managed within the script, which
+ can be written in a popular scripting language such as
+ <application>bash</application> or <application>perl</application>.
+ </para>
+
+ <para>
+ Examples of requirements that might be solved within a script include:
+ <itemizedlist>
+ <listitem>
+ <para>
+ Copying data to secure off-site data storage
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Batching WAL files so that they are transferred every three hours,
+ rather than one at a time
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Interfacing with other backup and recovery software
+ </para>
+ </listitem>
+ <listitem>
+ <para>
+ Interfacing with monitoring software to report errors
+ </para>
+ </listitem>
+ </itemizedlist>
+ </para>
+
+ <tip>
+ <para>
+ When using an <varname>archive_command</varname> script, it's desirable
+ to enable <xref linkend="guc-logging-collector"/>.
+ Any messages written to <systemitem>stderr</systemitem> from the script will then
+ appear in the database server log, allowing complex configurations to
+ be diagnosed easily if they fail.
+ </para>
+ </tip>
+ </sect3>
+ </sect2>
+
+ <sect2 id="continuous-archiving-caveats">
+ <title>Caveats</title>
+
+ <para>
+ At this writing, there are several limitations of the continuous archiving
+ technique. These will probably be fixed in future releases:
+
+ <itemizedlist>
+ <listitem>
+ <para>
+ If a <link linkend="sql-createdatabase"><command>CREATE DATABASE</command></link>
+ command is executed while a base backup is being taken, and then
+ the template database that the <command>CREATE DATABASE</command> copied
+ is modified while the base backup is still in progress, it is
+ possible that recovery will cause those modifications to be
+ propagated into the created database as well. This is of course
+ undesirable. To avoid this risk, it is best not to modify any
+ template databases while taking a base backup.
+ </para>
+ </listitem>
+
+ <listitem>
+ <para>
+ <link linkend="sql-createtablespace"><command>CREATE TABLESPACE</command></link>
+ commands are WAL-logged with the literal absolute path, and will
+ therefore be replayed as tablespace creations with the same
+ absolute path. This might be undesirable if the log is being
+ replayed on a different machine. It can be dangerous even if the
+ log is being replayed on the same machine, but into a new data
+ directory: the replay will still overwrite the contents of the
+ original tablespace. To avoid potential gotchas of this sort,
+ the best practice is to take a new base backup after creating or
+ dropping tablespaces.
+ </para>
+ </listitem>
+ </itemizedlist>
+ </para>
+
+ <para>
+ It should also be noted that the default <acronym>WAL</acronym>
+ format is fairly bulky since it includes many disk page snapshots.
+ These page snapshots are designed to support crash recovery, since
+ we might need to fix partially-written disk pages. Depending on
+ your system hardware and software, the risk of partial writes might
+ be small enough to ignore, in which case you can significantly
+ reduce the total volume of archived logs by turning off page
+ snapshots using the <xref linkend="guc-full-page-writes"/>
+ parameter. (Read the notes and warnings in <xref linkend="wal"/>
+ before you do so.) Turning off page snapshots does not prevent
+ use of the logs for PITR operations. An area for future
+ development is to compress archived WAL data by removing
+ unnecessary page copies even when <varname>full_page_writes</varname> is
+ on. In the meantime, administrators might wish to reduce the number
+ of page snapshots included in WAL by increasing the checkpoint
+ interval parameters as much as feasible.
+ </para>
+ </sect2>
+ </sect1>
+
+</chapter>