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Diffstat (limited to 'src/bin/pg_upgrade/IMPLEMENTATION')
-rw-r--r-- | src/bin/pg_upgrade/IMPLEMENTATION | 98 |
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diff --git a/src/bin/pg_upgrade/IMPLEMENTATION b/src/bin/pg_upgrade/IMPLEMENTATION new file mode 100644 index 0000000..229399a --- /dev/null +++ b/src/bin/pg_upgrade/IMPLEMENTATION @@ -0,0 +1,98 @@ +------------------------------------------------------------------------------ +PG_UPGRADE: IN-PLACE UPGRADES FOR POSTGRESQL +------------------------------------------------------------------------------ + +Upgrading a PostgreSQL database from one major release to another can be +an expensive process. For minor upgrades, you can simply install new +executables and forget about upgrading existing data. But for major +upgrades, you have to export all of your data using pg_dump, install the +new release, run initdb to create a new cluster, and then import your +old data. If you have a lot of data, that can take a considerable amount +of time. If you have too much data, you may have to buy more storage +since you need enough room to hold the original data plus the exported +data. pg_upgrade can reduce the amount of time and disk space required +for many upgrades. + +The URL http://momjian.us/main/writings/pgsql/pg_upgrade.pdf contains a +presentation about pg_upgrade internals that mirrors the text +description below. + +------------------------------------------------------------------------------ +WHAT IT DOES +------------------------------------------------------------------------------ + +pg_upgrade is a tool that performs an in-place upgrade of existing +data. Some upgrades change the on-disk representation of data; +pg_upgrade cannot help in those upgrades. However, many upgrades do +not change the on-disk representation of a user-defined table. In those +cases, pg_upgrade can move existing user-defined tables from the old +database cluster into the new cluster. + +There are two factors that determine whether an in-place upgrade is +practical. + +Every table in a cluster shares the same on-disk representation of the +table headers and trailers and the on-disk representation of tuple +headers. If this changes between the old version of PostgreSQL and the +new version, pg_upgrade cannot move existing tables to the new cluster; +you will have to pg_dump the old data and then import that data into the +new cluster. + +Second, all data types should have the same binary representation +between the two major PostgreSQL versions. + +------------------------------------------------------------------------------ +HOW IT WORKS +------------------------------------------------------------------------------ + +To use pg_upgrade during an upgrade, start by installing a fresh +cluster using the newest version in a new directory. When you've +finished installation, the new cluster will contain the new executables +and the usual template0, template1, and postgres, but no user-defined +tables. At this point, you can shut down the old and new postmasters and +invoke pg_upgrade. + +When pg_upgrade starts, it ensures that all required executables are +present and contain the expected version numbers. The verification +process also checks the old and new $PGDATA directories to ensure that +the expected files and subdirectories are in place. If the verification +process succeeds, pg_upgrade starts the old postmaster and runs +pg_dumpall --schema-only to capture the metadata contained in the old +cluster. The script produced by pg_dumpall will be used in a later step +to recreate all user-defined objects in the new cluster. + +Note that the script produced by pg_dumpall will only recreate +user-defined objects, not system-defined objects. The new cluster will +contain the system-defined objects created by the latest version of +PostgreSQL. + +Once pg_upgrade has extracted the metadata from the old cluster, it +performs a number of bookkeeping tasks required to 'sync up' the new +cluster with the existing data. + +First, pg_upgrade copies the commit status information and 'next +transaction ID' from the old cluster to the new cluster. This step +ensures that the proper tuples are visible from the new cluster. +Remember, pg_upgrade does not export/import the content of user-defined +tables so the transaction IDs in the new cluster must match the +transaction IDs in the old data. pg_upgrade also copies the starting +address for write-ahead logs from the old cluster to the new cluster. + +Now pg_upgrade begins reconstructing the metadata obtained from the old +cluster using the first part of the pg_dumpall output. + +Next, pg_upgrade executes the remainder of the script produced earlier +by pg_dumpall --- this script effectively creates the complete +user-defined metadata from the old cluster to the new cluster. It +preserves the relfilenode numbers so TOAST and other references +to relfilenodes in user data is preserved. (See binary-upgrade usage +in pg_dump). We choose to preserve tablespace and database OIDs as well. + +Finally, pg_upgrade links or copies each user-defined table and its +supporting indexes and toast tables from the old cluster to the new +cluster. + +An important feature of the pg_upgrade design is that it leaves the +original cluster intact --- if a problem occurs during the upgrade, you +can still run the previous version, after renaming the tablespaces back +to the original names. |