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Update our documentation concerning where to create data directories.
Although initdb has long discouraged use of a filesystem mount-point directory as a PG data directory, this point was covered nowhere in the user-facing documentation. Also, with the popularity of pg_upgrade, we really need to recommend that the PG user own not only the data directory but its parent directory too. (Without a writable parent directory, operations such as "mv data data.old" fail immediately. pg_upgrade itself doesn't do that, but wrapper scripts for it often do.) Hence, adjust the "Creating a Database Cluster" section to address these points. I also took the liberty of wordsmithing the discussion of NFS a bit. These considerations aren't by any means new, so back-patch to all supported branches.
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@ -49,7 +49,7 @@
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<para>
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Before you can do anything, you must initialize a database storage
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area on disk. We call this a <firstterm>database cluster</firstterm>.
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(<acronym>SQL</acronym> uses the term catalog cluster.) A
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(The <acronym>SQL</acronym> standard uses the term catalog cluster.) A
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database cluster is a collection of databases that is managed by a
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single instance of a running database server. After initialization, a
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database cluster will contain a database named <literal>postgres</literal>,
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@ -65,7 +65,7 @@
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</para>
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<para>
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In file system terms, a database cluster will be a single directory
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In file system terms, a database cluster is a single directory
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under which all data will be stored. We call this the <firstterm>data
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directory</firstterm> or <firstterm>data area</firstterm>. It is
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completely up to you where you choose to store your data. There is no
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@ -109,15 +109,18 @@
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<para>
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<command>initdb</command> will attempt to create the directory you
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specify if it does not already exist. It is likely that it will not
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have the permission to do so (if you followed our advice and created
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an unprivileged account). In that case you should create the
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directory yourself (as root) and change the owner to be the
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<productname>PostgreSQL</productname> user. Here is how this might
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be done:
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specify if it does not already exist. Of course, this will fail if
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<command>initdb</command> does not have permissions to write in the
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parent directory. It's generally recommendable that the
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<productname>PostgreSQL</productname> user own not just the data
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directory but its parent directory as well, so that this should not
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be a problem. If the desired parent directory doesn't exist either,
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you will need to create it first, using root privileges if the
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grandparent directory isn't writable. So the process might look
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like this:
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<screen>
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root# <userinput>mkdir /usr/local/pgsql/data</userinput>
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root# <userinput>chown postgres /usr/local/pgsql/data</userinput>
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root# <userinput>mkdir /usr/local/pgsql</userinput>
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root# <userinput>chown postgres /usr/local/pgsql</userinput>
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root# <userinput>su postgres</userinput>
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postgres$ <userinput>initdb -D /usr/local/pgsql/data</userinput>
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</screen>
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@ -125,7 +128,9 @@ postgres$ <userinput>initdb -D /usr/local/pgsql/data</userinput>
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<para>
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<command>initdb</command> will refuse to run if the data directory
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looks like it has already been initialized.</para>
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exists and already contains files; this is to prevent accidentally
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overwriting an existing installation.
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</para>
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<para>
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Because the data directory contains all the data stored in the
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@ -178,8 +183,30 @@ postgres$ <userinput>initdb -D /usr/local/pgsql/data</userinput>
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locale setting. For details see <xref linkend="multibyte">.
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</para>
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<sect2 id="creating-cluster-mount-points">
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<title>Use of Secondary File Systems</title>
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<indexterm zone="creating-cluster-mount-points">
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<primary>file system mount points</primary>
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</indexterm>
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<para>
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Many installations create their database clusters on file systems
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(volumes) other than the machine's <quote>root</> volume. If you
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choose to do this, it is not advisable to try to use the secondary
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volume's topmost directory (mount point) as the data directory.
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Best practice is to create a directory within the mount-point
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directory that is owned by the <productname>PostgreSQL</productname>
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user, and then create the data directory within that. This avoids
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permissions problems, particularly for operations such
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as <application>pg_upgrade</>, and it also ensures clean failures if
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the secondary volume is taken offline.
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</para>
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</sect2>
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<sect2 id="creating-cluster-nfs">
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<title>Network File Systems</title>
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<title>Use of Network File Systems</title>
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<indexterm zone="creating-cluster-nfs">
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<primary>Network File Systems</primary>
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@ -188,22 +215,30 @@ postgres$ <userinput>initdb -D /usr/local/pgsql/data</userinput>
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<indexterm><primary>Network Attached Storage (<acronym>NAS</>)</><see>Network File Systems</></>
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<para>
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Many installations create database clusters on network file systems.
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Sometimes this is done directly via <acronym>NFS</>, or by using a
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Many installations create their database clusters on network file
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systems. Sometimes this is done via <acronym>NFS</>, or by using a
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Network Attached Storage (<acronym>NAS</>) device that uses
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<acronym>NFS</> internally. <productname>PostgreSQL</> does nothing
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special for <acronym>NFS</> file systems, meaning it assumes
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<acronym>NFS</> behaves exactly like locally-connected drives
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(<acronym>DAS</>, Direct Attached Storage). If client and server
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<acronym>NFS</> implementations have non-standard semantics, this can
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<acronym>NFS</> behaves exactly like locally-connected drives.
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If the client or server <acronym>NFS</> implementation does not
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provide standard file system semantics, this can
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cause reliability problems (see <ulink
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url="http://www.time-travellers.org/shane/papers/NFS_considered_harmful.html"></ulink>).
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Specifically, delayed (asynchronous) writes to the <acronym>NFS</>
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server can cause reliability problems; if possible, mount
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<acronym>NFS</> file systems synchronously (without caching) to avoid
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this. Also, soft-mounting <acronym>NFS</> is not recommended.
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(Storage Area Networks (<acronym>SAN</>) use a low-level
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communication protocol rather than <acronym>NFS</>.)
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server can cause data corruption problems. If possible, mount the
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<acronym>NFS</> file system synchronously (without caching) to avoid
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this hazard. Also, soft-mounting the <acronym>NFS</> file system is
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not recommended.
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</para>
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<para>
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Storage Area Networks (<acronym>SAN</>) typically use communication
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protocols other than <acronym>NFS</>, and may or may not be subject
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to hazards of this sort. It's advisable to consult the vendor's
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documentation concerning data consistency guarantees.
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<productname>PostgreSQL</productname> cannot be more reliable than
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the file system it's using.
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</para>
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</sect2>
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