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authorDaniel Baumann <daniel.baumann@progress-linux.org>2024-04-13 13:44:03 +0000
committerDaniel Baumann <daniel.baumann@progress-linux.org>2024-04-13 13:44:03 +0000
commit293913568e6a7a86fd1479e1cff8e2ecb58d6568 (patch)
treefc3b469a3ec5ab71b36ea97cc7aaddb838423a0c /doc/src/sgml/html/upgrading.html
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downloadpostgresql-16-293913568e6a7a86fd1479e1cff8e2ecb58d6568.tar.xz
postgresql-16-293913568e6a7a86fd1479e1cff8e2ecb58d6568.zip
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+<?xml version="1.0" encoding="UTF-8" standalone="no"?>
+<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"><html xmlns="http://www.w3.org/1999/xhtml"><head><meta http-equiv="Content-Type" content="text/html; charset=UTF-8" /><title>19.6. Upgrading a PostgreSQL Cluster</title><link rel="stylesheet" type="text/css" href="stylesheet.css" /><link rev="made" href="pgsql-docs@lists.postgresql.org" /><meta name="generator" content="DocBook XSL Stylesheets Vsnapshot" /><link rel="prev" href="server-shutdown.html" title="19.5. Shutting Down the Server" /><link rel="next" href="preventing-server-spoofing.html" title="19.7. Preventing Server Spoofing" /></head><body id="docContent" class="container-fluid col-10"><div class="navheader"><table width="100%" summary="Navigation header"><tr><th colspan="5" align="center">19.6. Upgrading a <span class="productname">PostgreSQL</span> Cluster</th></tr><tr><td width="10%" align="left"><a accesskey="p" href="server-shutdown.html" title="19.5. Shutting Down the Server">Prev</a> </td><td width="10%" align="left"><a accesskey="u" href="runtime.html" title="Chapter 19. Server Setup and Operation">Up</a></td><th width="60%" align="center">Chapter 19. Server Setup and Operation</th><td width="10%" align="right"><a accesskey="h" href="index.html" title="PostgreSQL 16.2 Documentation">Home</a></td><td width="10%" align="right"> <a accesskey="n" href="preventing-server-spoofing.html" title="19.7. Preventing Server Spoofing">Next</a></td></tr></table><hr /></div><div class="sect1" id="UPGRADING"><div class="titlepage"><div><div><h2 class="title" style="clear: both">19.6. Upgrading a <span class="productname">PostgreSQL</span> Cluster <a href="#UPGRADING" class="id_link">#</a></h2></div></div></div><div class="toc"><dl class="toc"><dt><span class="sect2"><a href="upgrading.html#UPGRADING-VIA-PGDUMPALL">19.6.1. Upgrading Data via <span class="application">pg_dumpall</span></a></span></dt><dt><span class="sect2"><a href="upgrading.html#UPGRADING-VIA-PG-UPGRADE">19.6.2. Upgrading Data via <span class="application">pg_upgrade</span></a></span></dt><dt><span class="sect2"><a href="upgrading.html#UPGRADING-VIA-REPLICATION">19.6.3. Upgrading Data via Replication</a></span></dt></dl></div><a id="id-1.6.6.9.2" class="indexterm"></a><a id="id-1.6.6.9.3" class="indexterm"></a><p>
+ This section discusses how to upgrade your database data from one
+ <span class="productname">PostgreSQL</span> release to a newer one.
+ </p><p>
+ Current <span class="productname">PostgreSQL</span> version numbers consist of a
+ major and a minor version number. For example, in the version number 10.1,
+ the 10 is the major version number and the 1 is the minor version number,
+ meaning this would be the first minor release of the major release 10. For
+ releases before <span class="productname">PostgreSQL</span> version 10.0, version
+ numbers consist of three numbers, for example, 9.5.3. In those cases, the
+ major version consists of the first two digit groups of the version number,
+ e.g., 9.5, and the minor version is the third number, e.g., 3, meaning this
+ would be the third minor release of the major release 9.5.
+ </p><p>
+ Minor releases never change the internal storage format and are always
+ compatible with earlier and later minor releases of the same major version
+ number. For example, version 10.1 is compatible with version 10.0 and
+ version 10.6. Similarly, for example, 9.5.3 is compatible with 9.5.0,
+ 9.5.1, and 9.5.6. To update between compatible versions, you simply
+ replace the executables while the server is down and restart the server.
+ The data directory remains unchanged — minor upgrades are that
+ simple.
+ </p><p>
+ For <span class="emphasis"><em>major</em></span> releases of <span class="productname">PostgreSQL</span>, the
+ internal data storage format is subject to change, thus complicating
+ upgrades. The traditional method for moving data to a new major version
+ is to dump and restore the database, though this can be slow. A
+ faster method is <a class="xref" href="pgupgrade.html" title="pg_upgrade"><span class="refentrytitle"><span class="application">pg_upgrade</span></span></a>. Replication methods are
+ also available, as discussed below.
+ (If you are using a pre-packaged version
+ of <span class="productname">PostgreSQL</span>, it may provide scripts to
+ assist with major version upgrades. Consult the package-level
+ documentation for details.)
+ </p><p>
+ New major versions also typically introduce some user-visible
+ incompatibilities, so application programming changes might be required.
+ All user-visible changes are listed in the release notes (<a class="xref" href="release.html" title="Appendix E. Release Notes">Appendix E</a>); pay particular attention to the section
+ labeled "Migration". Though you can upgrade from one major version
+ to another without upgrading to intervening versions, you should read
+ the major release notes of all intervening versions.
+ </p><p>
+ Cautious users will want to test their client applications on the new
+ version before switching over fully; therefore, it's often a good idea to
+ set up concurrent installations of old and new versions. When
+ testing a <span class="productname">PostgreSQL</span> major upgrade, consider the
+ following categories of possible changes:
+ </p><div class="variablelist"><dl class="variablelist"><dt><span class="term">Administration</span></dt><dd><p>
+ The capabilities available for administrators to monitor and control
+ the server often change and improve in each major release.
+ </p></dd><dt><span class="term">SQL</span></dt><dd><p>
+ Typically this includes new SQL command capabilities and not changes
+ in behavior, unless specifically mentioned in the release notes.
+ </p></dd><dt><span class="term">Library API</span></dt><dd><p>
+ Typically libraries like <span class="application">libpq</span> only add new
+ functionality, again unless mentioned in the release notes.
+ </p></dd><dt><span class="term">System Catalogs</span></dt><dd><p>
+ System catalog changes usually only affect database management tools.
+ </p></dd><dt><span class="term">Server C-language API</span></dt><dd><p>
+ This involves changes in the backend function API, which is written
+ in the C programming language. Such changes affect code that
+ references backend functions deep inside the server.
+ </p></dd></dl></div><div class="sect2" id="UPGRADING-VIA-PGDUMPALL"><div class="titlepage"><div><div><h3 class="title">19.6.1. Upgrading Data via <span class="application">pg_dumpall</span> <a href="#UPGRADING-VIA-PGDUMPALL" class="id_link">#</a></h3></div></div></div><p>
+ One upgrade method is to dump data from one major version of
+ <span class="productname">PostgreSQL</span> and restore it in another — to do
+ this, you must use a <span class="emphasis"><em>logical</em></span> backup tool like
+ <span class="application">pg_dumpall</span>; file system
+ level backup methods will not work. (There are checks in place that prevent
+ you from using a data directory with an incompatible version of
+ <span class="productname">PostgreSQL</span>, so no great harm can be done by
+ trying to start the wrong server version on a data directory.)
+ </p><p>
+ It is recommended that you use the <span class="application">pg_dump</span> and
+ <span class="application">pg_dumpall</span> programs from the <span class="emphasis"><em>newer</em></span>
+ version of
+ <span class="productname">PostgreSQL</span>, to take advantage of enhancements
+ that might have been made in these programs. Current releases of the
+ dump programs can read data from any server version back to 9.2.
+ </p><p>
+ These instructions assume that your existing installation is under the
+ <code class="filename">/usr/local/pgsql</code> directory, and that the data area is in
+ <code class="filename">/usr/local/pgsql/data</code>. Substitute your paths
+ appropriately.
+ </p><div class="procedure"><ol class="procedure" type="1"><li class="step"><p>
+ If making a backup, make sure that your database is not being updated.
+ This does not affect the integrity of the backup, but the changed
+ data would of course not be included. If necessary, edit the
+ permissions in the file <code class="filename">/usr/local/pgsql/data/pg_hba.conf</code>
+ (or equivalent) to disallow access from everyone except you.
+ See <a class="xref" href="client-authentication.html" title="Chapter 21. Client Authentication">Chapter 21</a> for additional information on
+ access control.
+ </p><p>
+ <a id="id-1.6.6.9.11.5.1.2.1" class="indexterm"></a>
+
+ To back up your database installation, type:
+</p><pre class="screen">
+<strong class="userinput"><code>pg_dumpall &gt; <em class="replaceable"><code>outputfile</code></em></code></strong>
+</pre><p>
+ </p><p>
+ To make the backup, you can use the <span class="application">pg_dumpall</span>
+ command from the version you are currently running; see <a class="xref" href="backup-dump.html#BACKUP-DUMP-ALL" title="26.1.2. Using pg_dumpall">Section 26.1.2</a> for more details. For best
+ results, however, try to use the <span class="application">pg_dumpall</span>
+ command from <span class="productname">PostgreSQL</span> 16.2,
+ since this version contains bug fixes and improvements over older
+ versions. While this advice might seem idiosyncratic since you
+ haven't installed the new version yet, it is advisable to follow
+ it if you plan to install the new version in parallel with the
+ old version. In that case you can complete the installation
+ normally and transfer the data later. This will also decrease
+ the downtime.
+ </p></li><li class="step"><p>
+ Shut down the old server:
+</p><pre class="screen">
+<strong class="userinput"><code>pg_ctl stop</code></strong>
+</pre><p>
+ On systems that have <span class="productname">PostgreSQL</span> started at boot time,
+ there is probably a start-up file that will accomplish the same thing. For
+ example, on a <span class="systemitem">Red Hat Linux</span> system one
+ might find that this works:
+</p><pre class="screen">
+<strong class="userinput"><code>/etc/rc.d/init.d/postgresql stop</code></strong>
+</pre><p>
+ See <a class="xref" href="runtime.html" title="Chapter 19. Server Setup and Operation">Chapter 19</a> for details about starting and
+ stopping the server.
+ </p></li><li class="step"><p>
+ If restoring from backup, rename or delete the old installation
+ directory if it is not version-specific. It is a good idea to
+ rename the directory, rather than
+ delete it, in case you have trouble and need to revert to it. Keep
+ in mind the directory might consume significant disk space. To rename
+ the directory, use a command like this:
+</p><pre class="screen">
+<strong class="userinput"><code>mv /usr/local/pgsql /usr/local/pgsql.old</code></strong>
+</pre><p>
+ (Be sure to move the directory as a single unit so relative paths
+ remain unchanged.)
+ </p></li><li class="step"><p>
+ Install the new version of <span class="productname">PostgreSQL</span> as
+ outlined in <a class="xref" href="installation.html" title="Chapter 17. Installation from Source Code">Chapter 17</a>.
+ </p></li><li class="step"><p>
+ Create a new database cluster if needed. Remember that you must
+ execute these commands while logged in to the special database user
+ account (which you already have if you are upgrading).
+</p><pre class="programlisting">
+<strong class="userinput"><code>/usr/local/pgsql/bin/initdb -D /usr/local/pgsql/data</code></strong>
+</pre><p>
+ </p></li><li class="step"><p>
+ Restore your previous <code class="filename">pg_hba.conf</code> and any
+ <code class="filename">postgresql.conf</code> modifications.
+ </p></li><li class="step"><p>
+ Start the database server, again using the special database user
+ account:
+</p><pre class="programlisting">
+<strong class="userinput"><code>/usr/local/pgsql/bin/postgres -D /usr/local/pgsql/data</code></strong>
+</pre><p>
+ </p></li><li class="step"><p>
+ Finally, restore your data from backup with:
+</p><pre class="screen">
+<strong class="userinput"><code>/usr/local/pgsql/bin/psql -d postgres -f <em class="replaceable"><code>outputfile</code></em></code></strong>
+</pre><p>
+ using the <span class="emphasis"><em>new</em></span> <span class="application">psql</span>.
+ </p></li></ol></div><p>
+ The least downtime can be achieved by installing the new server in
+ a different directory and running both the old and the new servers
+ in parallel, on different ports. Then you can use something like:
+
+</p><pre class="programlisting">
+pg_dumpall -p 5432 | psql -d postgres -p 5433
+</pre><p>
+ to transfer your data.
+ </p></div><div class="sect2" id="UPGRADING-VIA-PG-UPGRADE"><div class="titlepage"><div><div><h3 class="title">19.6.2. Upgrading Data via <span class="application">pg_upgrade</span> <a href="#UPGRADING-VIA-PG-UPGRADE" class="id_link">#</a></h3></div></div></div><p>
+ The <a class="xref" href="pgupgrade.html" title="pg_upgrade"><span class="refentrytitle"><span class="application">pg_upgrade</span></span></a> module allows an installation to
+ be migrated in-place from one major <span class="productname">PostgreSQL</span>
+ version to another. Upgrades can be performed in minutes,
+ particularly with <code class="option">--link</code> mode. It requires steps similar to
+ <span class="application">pg_dumpall</span> above, e.g., starting/stopping the server,
+ running <span class="application">initdb</span>. The <span class="application">pg_upgrade</span> <a class="link" href="pgupgrade.html" title="pg_upgrade">documentation</a> outlines the necessary steps.
+ </p></div><div class="sect2" id="UPGRADING-VIA-REPLICATION"><div class="titlepage"><div><div><h3 class="title">19.6.3. Upgrading Data via Replication <a href="#UPGRADING-VIA-REPLICATION" class="id_link">#</a></h3></div></div></div><p>
+ It is also possible to use logical replication methods to create a standby
+ server with the updated version of <span class="productname">PostgreSQL</span>.
+ This is possible because logical replication supports
+ replication between different major versions of
+ <span class="productname">PostgreSQL</span>. The standby can be on the same computer or
+ a different computer. Once it has synced up with the primary server
+ (running the older version of <span class="productname">PostgreSQL</span>), you can
+ switch primaries and make the standby the primary and shut down the older
+ database instance. Such a switch-over results in only several seconds
+ of downtime for an upgrade.
+ </p><p>
+ This method of upgrading can be performed using the built-in logical
+ replication facilities as well as using external logical replication
+ systems such as <span class="productname">pglogical</span>,
+ <span class="productname">Slony</span>, <span class="productname">Londiste</span>, and
+ <span class="productname">Bucardo</span>.
+ </p></div></div><div class="navfooter"><hr /><table width="100%" summary="Navigation footer"><tr><td width="40%" align="left"><a accesskey="p" href="server-shutdown.html" title="19.5. Shutting Down the Server">Prev</a> </td><td width="20%" align="center"><a accesskey="u" href="runtime.html" title="Chapter 19. Server Setup and Operation">Up</a></td><td width="40%" align="right"> <a accesskey="n" href="preventing-server-spoofing.html" title="19.7. Preventing Server Spoofing">Next</a></td></tr><tr><td width="40%" align="left" valign="top">19.5. Shutting Down the Server </td><td width="20%" align="center"><a accesskey="h" href="index.html" title="PostgreSQL 16.2 Documentation">Home</a></td><td width="40%" align="right" valign="top"> 19.7. Preventing Server Spoofing</td></tr></table></div></body></html> \ No newline at end of file