Backup and Restorebackup
As with everything that contains valuable data, PostgreSQL
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.
There are three fundamentally different approaches to backing up
PostgreSQL data:
SQL dumpFile system level backupContinuous archiving
Each has its own strengths and weaknesses; each is discussed in turn
in the following sections.
SQL Dump
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.
PostgreSQL provides the utility program
for this purpose. The basic usage of this
command is:
pg_dump dbname > dumpfile
As you see, pg_dump writes its result to the
standard output. We will see below how this can be useful.
While the above command creates a text file, pg_dump
can create files in other formats that allow for parallelism and more
fine-grained control of object restoration.
pg_dump is a regular PostgreSQL
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 pg_dump
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
or .)
To specify which database server pg_dump should
contact, use the command line options and . The
default host is the local host or whatever your
PGHOST environment variable specifies. Similarly,
the default port is indicated by the PGPORT
environment variable or, failing that, by the compiled-in default.
(Conveniently, the server will normally have the same compiled-in
default.)
Like any other PostgreSQL client application,
pg_dump 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 or set the
environment variable PGUSER. Remember that
pg_dump connections are subject to the normal
client authentication mechanisms (which are described in ).
An important advantage of pg_dump over the other backup
methods described later is that pg_dump's output can
generally be re-loaded into newer versions of PostgreSQL,
whereas file-level backups and continuous archiving are both extremely
server-version-specific. pg_dump 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.
Dumps created by pg_dump are internally consistent,
meaning, the dump represents a snapshot of the database at the time
pg_dump began running. pg_dump 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 ALTER TABLE.)
Restoring the Dump
Text files created by pg_dump are intended to
be read in by the psql program. The
general command form to restore a dump is
psql dbname < dumpfile
where dumpfile is the
file output by the pg_dump command. The database dbname will not be created by this
command, so you must create it yourself from template0
before executing psql (e.g., with
createdb -T template0 dbname). psql
supports options similar to pg_dump for specifying
the database server to connect to and the user name to use. See
the reference page for more information.
Non-text file dumps are restored using the utility.
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.)
By default, the psql script will continue to
execute after an SQL error is encountered. You might wish to run
psql with
the ON_ERROR_STOP variable set to alter that
behavior and have psql exit with an
exit status of 3 if an SQL error occurs:
psql --set ON_ERROR_STOP=on dbname < dumpfile
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 or
command-line options to psql. 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.
The ability of pg_dump and psql to
write to or read from pipes makes it possible to dump a database
directly from one server to another, for example:
pg_dump -h host1dbname | psql -h host2dbname
The dumps produced by pg_dump are relative to
template0. This means that any languages, procedures,
etc. added via template1 will also be dumped by
pg_dump. As a result, when restoring, if you are
using a customized template1, you must create the
empty database from template0, as in the example
above.
After restoring a backup, it is wise to run ANALYZE on each
database so the query optimizer has useful statistics;
see
and for more information.
For more advice on how to load large amounts of data
into PostgreSQL efficiently, refer to .
Using pg_dumpallpg_dump 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 program is provided.
pg_dumpall 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:
pg_dumpall > dumpfile
The resulting dump can be restored with psql:
psql -f dumpfile postgres
(Actually, you can specify any existing database name to start from,
but if you are loading into an empty cluster then postgres
should usually be used.) It is always necessary to have
database superuser access when restoring a pg_dumpall
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.
pg_dumpall works by emitting commands to re-create
roles, tablespaces, and empty databases, then invoking
pg_dump for each database. This means that while
each database will be internally consistent, the snapshots of
different databases are not synchronized.
Cluster-wide data can be dumped alone using the
pg_dumpall option.
This is necessary to fully backup the cluster if running the
pg_dump command on individual databases.
Handling Large Databases
Some operating systems have maximum file size limits that cause
problems when creating large pg_dump output files.
Fortunately, pg_dump can write to the standard
output, so you can use standard Unix tools to work around this
potential problem. There are several possible methods:
Use compressed dumps.
You can use your favorite compression program, for example
gzip:
pg_dump dbname | gzip > filename.gz
Reload with:
gunzip -c filename.gz | psql dbname
or:
cat filename.gz | gunzip | psql dbnameUse split.
The split 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:
pg_dump dbname | split -b 2G - filename
Reload with:
cat filename* | psql dbname
If using GNU split, it is possible to
use it and gzip together:
pg_dump dbname | split -b 2G --filter='gzip > $FILE.gz'
It can be restored using zcat.
Use pg_dump's custom dump format.
If PostgreSQL was built on a system with the
zlib 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 gzip, but it
has the added advantage that tables can be restored selectively. The
following command dumps a database using the custom dump format:
pg_dump -Fc dbname > filename
A custom-format dump is not a script for psql, but
instead must be restored with pg_restore, for example:
pg_restore -d dbnamefilename
See the and reference pages for details.
For very large databases, you might need to combine split
with one of the other two approaches.
Use pg_dump's parallel dump feature.
To speed up the dump of a large database, you can use
pg_dump's parallel mode. This will dump
multiple tables at the same time. You can control the degree of
parallelism with the -j parameter. Parallel dumps
are only supported for the "directory" archive format.
pg_dump -j num -F d -f out.dirdbname
You can use pg_restore -j 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 pg_dump -j.
File System Level Backup
An alternative backup strategy is to directly copy the files that
PostgreSQL uses to store the data in the database;
explains where these files
are located. You can use whatever method you prefer
for doing file system backups; for example:
tar -cf backup.tar /usr/local/pgsql/data
There are two restrictions, however, which make this method
impractical, or at least inferior to the pg_dump
method:
The database server must be shut down in order to
get a usable backup. Half-way measures such as disallowing all
connections will not work
(in part because tar 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
. Needless to say, you
also need to shut down the server before restoring the data.
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 not work because the
information contained in these files is not usable without
the commit log files,
pg_xact/*, 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 pg_xact 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.
An alternative file-system backup approach is to make a
consistent snapshot 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 frozen snapshot 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 CHECKPOINT before taking the
snapshot to reduce recovery time.
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
must be simultaneous.
Read your file system documentation very carefully before trusting
the consistent-snapshot technique in such situations.
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 () 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 ().
Another option is to use rsync to perform a file
system backup. This is done by first running rsync
while the database server is running, then shutting down the database
server long enough to do an rsync --checksum.
( is necessary because rsync only
has file modification-time granularity of one second.) The
second rsync 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.
Note that a file system backup will typically be larger
than an SQL dump. (pg_dump 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.
Continuous Archiving and Point-in-Time Recovery (PITR)continuous archivingpoint-in-time recoveryPITR
At all times, PostgreSQL maintains a
write ahead log (WAL) in the pg_wal/
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 replaying 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:
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 tar or a similar archiving tool.
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.
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 point-in-time recovery: it is
possible to restore the database to its state at any time since your base
backup was taken.
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 warm standby system: at any point we can bring up
the second machine and it will have a nearly-current copy of the
database.
pg_dump and
pg_dumpall do not produce file-system-level
backups and cannot be used as part of a continuous-archiving solution.
Such dumps are logical and do not contain enough
information to be used by WAL replay.
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.
To recover successfully using continuous archiving (also called
online backup 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 before you take your
first base backup. Accordingly, we first discuss the mechanics of
archiving WAL files.
Setting Up WAL Archiving
In an abstract sense, a running PostgreSQL system
produces an indefinitely long sequence of WAL records. The system
physically divides this sequence into WAL segment
files, which are normally 16MB apiece (although the segment size
can be altered during initdb). 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
recycles 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.
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 saving
the data somewhere: 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,
PostgreSQL tries not to make any assumptions about how
the archiving will be done. Instead, PostgreSQL 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 cp, or it could invoke a
complex C function — it's all up to you.
To enable WAL archiving, set the
configuration parameter to replica or higher,
to on,
specify the shell command to use in the configuration parameter
or specify the library to use in the configuration parameter. In practice
these settings will always be placed in the
postgresql.conf file.
In archive_command,
%p is replaced by the path name of the file to
archive, while %f 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 %% if you need to embed an actual %
character in the command. The simplest useful command is something
like:
archive_command = 'test ! -f /mnt/server/archivedir/%f && cp %p /mnt/server/archivedir/%f' # Unix
archive_command = 'copy "%p" "C:\\server\\archivedir\\%f"' # Windows
which will copy archivable WAL segments to the directory
/mnt/server/archivedir. (This is an example, not a
recommendation, and might not work on all platforms.) After the
%p and %f parameters have been replaced,
the actual command executed might look like this:
test ! -f /mnt/server/archivedir/00000001000000A900000065 && cp pg_wal/00000001000000A900000065 /mnt/server/archivedir/00000001000000A900000065
A similar command will be generated for each new file to be archived.
The archive command will be executed under the ownership of the same
user that the PostgreSQL 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.
It is important that the archive command return zero exit status if and
only if it succeeds. Upon getting a zero result,
PostgreSQL will assume that the file has been
successfully archived, and will remove or recycle it. However, a nonzero
status tells PostgreSQL that the file was not archived;
it will try again periodically until it succeeds.
Another way to archive is to use a custom archive module as the
archive_library. Since such modules are written in
C, 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
.
When the archive command is terminated by a signal (other than
SIGTERM 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
ERROR or FATAL, the archiver process
aborts and gets restarted by the postmaster. In such cases, the failure is
not reported in .
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). It is advisable to test your proposed archive library to ensure
that it does not overwrite an existing file.
In rare cases, PostgreSQL may attempt to
re-archive a WAL file that was previously archived. For example, if the
system crashes before the server makes a durable record of archival
success, the server will attempt to archive the file again after
restarting (provided archiving is still enabled). When an archive command or library
encounters a pre-existing file, it should return a zero status or true, respectively,
if the WAL file has identical contents to the pre-existing archive and the
pre-existing archive is fully persisted to storage. If a pre-existing
file contains different contents than the WAL file being archived, the
archive command or library must return a nonzero status or
false, respectively.
The example command above for Unix avoids overwriting a pre-existing archive
by including a separate
test step. On some Unix platforms, cp has
switches such as 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 cp
will return status zero when is used and the target file
already exists, which is not the desired behavior.)
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 pg_wal/ directory will
continue to fill with WAL segment files until the situation is resolved.
(If the file system containing pg_wal/ fills up,
PostgreSQL will do a PANIC shutdown. No committed
transactions will be lost, but the database will remain offline until
you free some space.)
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 pg_wal/ 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.
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 (%p) but it is necessary to
preserve the file name (%f).
Note that although WAL archiving will allow you to restore any
modifications made to the data in your PostgreSQL database,
it will not restore changes made to configuration files (that is,
postgresql.conf, pg_hba.conf and
pg_ident.conf), 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
for how to relocate the
configuration files.
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
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 archive_timeout — it will bloat your archive
storage. archive_timeout settings of a minute or so are
usually reasonable.
Also, you can force a segment switch manually with
pg_switch_wal 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 .
When wal_level is minimal some SQL commands
are optimized to avoid WAL logging, as described in . 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, wal_level can only be changed at
server start. However, archive_command and archive_library 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 archive_command to the empty
string ('').
This will cause WAL files to accumulate in pg_wal/ until a
working archive_command is re-established.
Making a Base Backup
The easiest way to perform a base backup is to use the
tool. It can create
a base backup either as regular files or as a tar archive. If more
flexibility than can provide is
required, you can also make a base backup using the low level API
(see ).
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 full_page_writes disabled, you might notice a drop
in performance while the backup runs since full_page_writes is
effectively forced on during backup mode.
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 backup history file 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
0000000100001234000055CD the backup history file will be
named something like
0000000100001234000055CD.007C9330.backup. (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.
The backup history file is just a small text file. It contains the
label string you gave to , 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.
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 — 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.
Making a Base Backup Using the Low Level API
The procedure for making a base backup using the low level
APIs contains a few more steps than
the 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.
Multiple backups are able to be run concurrently (both those
started using this backup API and those started using
).
Ensure that WAL archiving is enabled and working.
Connect to the server (it does not matter which database) as a user with
rights to run pg_backup_start (superuser,
or a user who has been granted EXECUTE on the
function) and issue the command:
SELECT pg_backup_start(label => 'label', fast => false);
where label is any string you want to use to uniquely
identify this backup operation. The connection
calling pg_backup_start must be maintained until the end of
the backup, or the backup will be automatically aborted.
Online backups are always started at the beginning of a checkpoint.
By default, pg_backup_start will wait for the next
regularly scheduled checkpoint to complete, which may take a long time (see the
configuration parameters and
). 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 true as
the second parameter to pg_backup_start and it will
request an immediate checkpoint, which will finish as fast as possible using
as much I/O as possible.
Perform the backup, using any convenient file-system-backup tool
such as tar or cpio (not
pg_dump or
pg_dumpall). It is neither
necessary nor desirable to stop normal operation of the database
while you do this. See
for things to
consider during this backup.
In the same connection as before, issue the command:
SELECT * FROM pg_backup_stop(wait_for_archive => true);
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
pg_switch_wal 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.
pg_backup_stop will return one row with three
values. The second of these fields should be written to a file named
backup_label in the root directory of the backup. The
third field should be written to a file named
tablespace_map 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.
Once the WAL segment files active during the backup are archived, you are
done. The file identified by pg_backup_stop's first return
value is the last segment that is required to form a complete set of
backup files. On a primary, if archive_mode is enabled and the
wait_for_archive parameter is true,
pg_backup_stop does not return until the last segment has
been archived.
On a standby, archive_mode must be always in order
for pg_backup_stop to wait.
Archiving of these files happens automatically since you have
already configured archive_command or archive_library.
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
pg_backup_stop, set an appropriate
statement_timeout value, but make note that if
pg_backup_stop terminates because of this your backup
may not be valid.
If the backup process monitors and ensures that all WAL segment files
required for the backup are successfully archived then the
wait_for_archive parameter (which defaults to true) can be set
to false to have
pg_backup_stop return as soon as the stop backup record is
written to the WAL. By default, pg_backup_stop 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.
Backing Up the Data Directory
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 rsync return a separate exit code for
vanished source files, and you can write a driver script to
accept this exit code as a non-error case. Also, some versions of
GNU tar return an error code indistinguishable from
a fatal error if a file was truncated while tar was
copying it. Fortunately, GNU tar versions 1.16 and
later exit with 1 if a file was changed during the backup,
and 2 for other errors. With GNU tar version 1.23 and
later, you can use the warning options --warning=no-file-changed
--warning=no-file-removed to hide the related warning messages.
Be certain that your backup includes all of the files under
the database cluster directory (e.g., /usr/local/pgsql/data).
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).
You should, however, omit from the backup the files within the
cluster's pg_wal/ subdirectory. This
slight adjustment is worthwhile because it reduces the risk
of mistakes when restoring. This is easy to arrange if
pg_wal/ 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 postmaster.pid
and postmaster.opts, which record information
about the running postmaster, not about the
postmaster which will eventually use this backup.
(These files can confuse pg_ctl.)
It is often a good idea to also omit from the backup the files
within the cluster's pg_replslot/ 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.
The contents of the directories pg_dynshmem/,
pg_notify/, pg_serial/,
pg_snapshots/, pg_stat_tmp/,
and pg_subtrans/ (but not the directories themselves) can be
omitted from the backup as they will be initialized on postmaster startup.
Any file or directory beginning with pgsql_tmp can be
omitted from the backup. These files are removed on postmaster start and
the directories will be recreated as needed.
pg_internal.init 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.
The backup label
file includes the label string you gave to pg_backup_start,
as well as the time at which pg_backup_start 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
pg_tblspc/ 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.
It is also possible to make a backup while the server is
stopped. In this case, you obviously cannot use
pg_backup_start or pg_backup_stop, 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.
Recovering Using a Continuous Archive Backup
Okay, the worst has happened and you need to recover from your backup.
Here is the procedure:
Stop the server, if it's running.
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 pg_wal
subdirectory, as it might contain WAL files which
were not archived before the system went down.
Remove all existing files and subdirectories under the cluster data
directory and under the root directories of any tablespaces you are using.
Restore the database files from your file system backup. Be sure that they
are restored with the right ownership (the database system user, not
root!) and with the right permissions. If you are using
tablespaces,
you should verify that the symbolic links in pg_tblspc/
were correctly restored.
Remove any files present in pg_wal/; these came from the
file system backup and are therefore probably obsolete rather than current.
If you didn't archive pg_wal/ 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.
If you have unarchived WAL segment files that you saved in step 2,
copy them into pg_wal/. (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.)
Set recovery configuration settings in
postgresql.conf (see ) and create a file
recovery.signal in the cluster
data directory. You might
also want to temporarily modify pg_hba.conf to prevent
ordinary users from connecting until you are sure the recovery was successful.
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
recovery.signal (to prevent
accidentally re-entering recovery mode later) and then
commence normal database operations.
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 pg_hba.conf to normal.
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 restore_command,
which tells PostgreSQL how to retrieve archived
WAL file segments. Like the archive_command, this is
a shell command string. It can contain %f, which is
replaced by the name of the desired WAL file, and %p,
which is replaced by the path name to copy the WAL file to.
(The path name is relative to the current working directory,
i.e., the cluster's data directory.)
Write %% if you need to embed an actual %
character in the command. The simplest useful command is
something like:
restore_command = 'cp /mnt/server/archivedir/%f %p'
which will copy previously archived WAL segments from the directory
/mnt/server/archivedir. Of course, you can use something
much more complicated, perhaps even a shell script that requests the
operator to mount an appropriate tape.
It is important that the command return nonzero exit status on failure.
The command will 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 SIGTERM, 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.
Not all of the requested files will be WAL segment
files; you should also expect requests for files with a suffix of
.history. Also be aware that
the base name of the %p path will be different from
%f; do not expect them to be interchangeable.
WAL segments that cannot be found in the archive will be sought in
pg_wal/; this allows use of recent un-archived segments.
However, segments that are available from the archive will be used in
preference to files in pg_wal/.
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 file not found message, the exact text
of the error message depending upon your choice of
restore_command. You may also see an error message
at the start of recovery for a file named something like
00000001.history. This is also normal and does not
indicate a problem in simple recovery situations; see
for discussion.
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 stopping point. You can specify
the stop point, known as the recovery target, 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.
The stop point must be after the ending time of the base backup, i.e.,
the end time of pg_backup_stop. 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.)
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
recovery target 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 pg_control file to indicate that the already-processed
WAL data need not be scanned again.
Timelinestimelines
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 this 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.
To deal with this problem, PostgreSQL has a notion
of timelines. 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.
For example, in the WAL file name
0000000100001234000055CD, the leading
00000001 is the timeline ID in hexadecimal. (Note that
in other contexts, such as server log messages, timeline IDs are
usually printed in decimal.)
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 any prior state, including
states in timeline branches that you abandoned earlier.
Every time a new timeline is created, PostgreSQL creates
a timeline history 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.
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 current or the
target timeline ID in . You
cannot recover into timelines that branched off earlier than the base backup.
Tips and Examples
Some tips for configuring continuous archiving are given here.
Standalone Hot Backups
It is possible to use PostgreSQL'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 pg_dump dumps. (They are also much larger
than pg_dump dumps, so in some cases the speed advantage
might be negated.)
As with base backups, the easiest way to produce a standalone
hot backup is to use the
tool. If you include the -X 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.
Compressed Archive Logs
If archive storage size is a concern, you can use
gzip to compress the archive files:
archive_command = 'gzip < %p > /mnt/server/archivedir/%f.gz'
You will then need to use gunzip during recovery:
restore_command = 'gunzip < /mnt/server/archivedir/%f.gz > %p'
archive_command Scripts
Many people choose to use scripts to define their
archive_command, so that their
postgresql.conf entry looks very simple:
archive_command = 'local_backup_script.sh "%p" "%f"'
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
bash or perl.
Examples of requirements that might be solved within a script include:
Copying data to secure off-site data storage
Batching WAL files so that they are transferred every three hours,
rather than one at a time
Interfacing with other backup and recovery software
Interfacing with monitoring software to report errors
When using an archive_command script, it's desirable
to enable .
Any messages written to stderr from the script will then
appear in the database server log, allowing complex configurations to
be diagnosed easily if they fail.
Caveats
At this writing, there are several limitations of the continuous archiving
technique. These will probably be fixed in future releases:
If a CREATE DATABASE
command is executed while a base backup is being taken, and then
the template database that the CREATE DATABASE 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.
CREATE TABLESPACE
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 WAL is being
replayed on a different machine. It can be dangerous even if the
WAL 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.
It should also be noted that the default WAL
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 WAL files by turning off page
snapshots using the
parameter. (Read the notes and warnings in
before you do so.) Turning off page snapshots does not prevent
use of the WAL for PITR operations. An area for future
development is to compress archived WAL data by removing
unnecessary page copies even when full_page_writes 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.