postgresql/doc/src/sgml/backup.sgml
Tom Lane fbcbc5d06f Force a checkpoint before committing a CREATE DATABASE command. This
should fix the recent reports of "index is not a btree" failures,
as well as preventing a more obscure race condition involving changes
to a template database just after copying it with CREATE DATABASE.
2005-06-25 22:47:29 +00:00

1287 lines
55 KiB
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$PostgreSQL: pgsql/doc/src/sgml/backup.sgml,v 2.69 2005/06/25 22:47:28 tgl Exp $
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<chapter id="backup">
<title>Backup and Restore</title>
<indexterm zone="backup"><primary>backup</></>
<para>
As with everything that contains valuable data, <productname>PostgreSQL</>
databases should be backed up regularly. While the procedure is
essentially simple, it is important to have a basic understanding of
the underlying techniques and assumptions.
</para>
<para>
There are three fundamentally different approaches to backing up
<productname>PostgreSQL</> data:
<itemizedlist>
<listitem><para><acronym>SQL</> dump</para></listitem>
<listitem><para>File system level backup</para></listitem>
<listitem><para>On-line backup</para></listitem>
</itemizedlist>
Each has its own strengths and weaknesses.
</para>
<sect1 id="backup-dump">
<title><acronym>SQL</> Dump</title>
<para>
The idea behind the SQL-dump method is to generate a text 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</> 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">outfile</replaceable>
</synopsis>
As you see, <application>pg_dump</> writes its results to the
standard output. We will see below how this can be useful.
</para>
<para>
<application>pg_dump</> is a regular <productname>PostgreSQL</>
client application (albeit a particularly clever one). This means
that you can do this backup procedure from any remote host that has
access to the database. But remember that <application>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
practice you almost always have to run it as a database superuser.
</para>
<para>
To specify which database server <application>pg_dump</> should
contact, use the command line options <option>-h
<replaceable>host</></> and <option>-p <replaceable>port</></>. 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>
As any other <productname>PostgreSQL</> client application,
<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>-U</option> option or set the
environment variable <envar>PGUSER</envar>. Remember that
<application>pg_dump</> connections are subject to the normal
client authentication mechanisms (which are described in <xref
linkend="client-authentication">).
</para>
<para>
Dumps created by <application>pg_dump</> are internally consistent,
that is, updates to the database while <application>pg_dump</> is
running will not be in the dump. <application>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 <command>VACUUM FULL</command>.)
</para>
<important>
<para>
When your database schema relies on OIDs (for instance as foreign
keys) you must instruct <application>pg_dump</> to dump the OIDs
as well. To do this, use the <option>-o</option> command line
option.
</para>
</important>
<sect2 id="backup-dump-restore">
<title>Restoring the dump</title>
<para>
The text files created by <application>pg_dump</> 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">infile</replaceable>
</synopsis>
where <replaceable class="parameter">infile</replaceable> is what
you used as <replaceable class="parameter">outfile</replaceable>
for the <application>pg_dump</> command. The database <replaceable
class="parameter">dbname</replaceable> will not be created by this
command, you must create it yourself from <literal>template0</> before executing
<application>psql</> (e.g., with <literal>createdb -T template0
<replaceable class="parameter">dbname</></literal>).
<application>psql</> supports options similar to <application>pg_dump</>
for controlling the database server location and the user name. See
<xref linkend="app-psql">'s reference page for more information.
</para>
<para>
Not only must the target database already exist before starting to
run the restore, but so must all the users who own objects in the
dumped database or were granted permissions on the objects. If they
do not, then 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>
Once restored, it is wise to run <xref linkend="sql-analyze"
endterm="sql-analyze-title"> on each database so the optimizer has
useful statistics. An easy way to do this is to run
<command>vacuumdb -a -z</> to
<command>VACUUM ANALYZE</> all databases; this is equivalent to
running <command>VACUUM ANALYZE</command> manually.
</para>
<para>
The ability of <application>pg_dump</> and <application>psql</> 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>dbname</> | psql -h <replaceable>host2</> <replaceable>dbname</>
</programlisting>
</para>
<important>
<para>
The dumps produced by <application>pg_dump</> are relative to
<literal>template0</>. This means that any languages, procedures,
etc. added to <literal>template1</> will also be dumped by
<application>pg_dump</>. As a result, when restoring, if you are
using a customized <literal>template1</>, you must create the
empty database from <literal>template0</>, as in the example
above.
</para>
</important>
<para>
For 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</></title>
<para>
The above mechanism is cumbersome and inappropriate when backing
up an entire database cluster. For this reason the <xref
linkend="app-pg-dumpall"> program is provided.
<application>pg_dumpall</> backs up each database in a given
cluster, and also preserves cluster-wide data such as users and
groups. The basic usage of this command is:
<synopsis>
pg_dumpall &gt; <replaceable>outfile</>
</synopsis>
The resulting dump can be restored with <application>psql</>:
<synopsis>
psql -f <replaceable class="parameter">infile</replaceable> postgres
</synopsis>
(Actually, you can specify any existing database name to start from,
but if you are reloading in an empty cluster then <literal>postgres</>
should generally be used.) It is always necessary to have
database superuser access when restoring a <application>pg_dumpall</>
dump, as that is required to restore the user and group information.
</para>
</sect2>
<sect2 id="backup-dump-large">
<title>Handling large databases</title>
<para>
Since <productname>PostgreSQL</productname> allows tables larger
than the maximum file size on your system, it can be problematic
to dump such a table to a file, since the resulting file will likely
be larger than the maximum size allowed by your system. Since
<application>pg_dump</> can write to the standard output, you can
just use standard Unix tools to work around this possible problem.
</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>
createdb <replaceable class="parameter">dbname</replaceable>
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</>.</title>
<para>
The <command>split</command> command
allows you to split the output into pieces that are
acceptable in size to the underlying file system. For example, to
make chunks of 1 megabyte:
<programlisting>
pg_dump <replaceable class="parameter">dbname</replaceable> | split -b 1m - <replaceable class="parameter">filename</replaceable>
</programlisting>
Reload with
<programlisting>
createdb <replaceable class="parameter">dbname</replaceable>
cat <replaceable class="parameter">filename</replaceable>* | psql <replaceable class="parameter">dbname</replaceable>
</programlisting>
</para>
</formalpara>
<formalpara>
<title>Use the custom dump format.</title>
<para>
If <productname>PostgreSQL</productname> was built on a system with the
<application>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 <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</>, but
instead must be restored with <application>pg_restore</>.
See the <xref linkend="app-pgdump"> and <xref
linkend="app-pgrestore"> reference pages for details.
</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</> uses to store the data in the database. In
<xref linkend="creating-cluster"> it is explained where these files
are located, but you have probably found them already if you are
interested in this method. You can use whatever method you prefer
for doing usual 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</>
method:
<orderedlist>
<listitem>
<para>
The database server <emphasis>must</> be shut down in order to
get a usable backup. Half-way measures such as disallowing all
connections will <emphasis>not</emphasis> work
(mainly because <command>tar</command> and similar tools do not take an
atomic snapshot of the state of the file system at a point in
time). Information about stopping the server can be found in
<xref linkend="postmaster-shutdown">. Needless to say that 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 may 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</> work because the
information contained in these files contains only half the
truth. The other half is in the commit log files
<filename>pg_clog/*</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_clog</filename> data
because that would render all other tables in the database
cluster useless. So file system backups only work for complete
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</> 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 where the database server was not
properly shut down; therefore, when you start the database server
on the backed-up data, it will think the server had crashed
and 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).
</para>
<para>
If your database is spread across multiple file systems, there may 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
to the consistent-snapshot technique in such situations. The safest
approach is to shut down the database server for long enough to
establish all the frozen snapshots.
</para>
<para>
Another option is to use <application>rsync</> to perform a file
system backup. This is done by first running <application>rsync</>
while the database server is running, then shutting down the database
server just long enough to do a second <application>rsync</>. The
second <application>rsync</> will be much 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 not necessarily be
smaller than an SQL dump. On the contrary, it will most likely be
larger. (<application>pg_dump</application> does not need to dump
the contents of indexes for example, just the commands to recreate
them.)
</para>
</sect1>
<sect1 id="backup-online">
<title>On-line backup and point-in-time recovery (PITR)</title>
<indexterm zone="backup">
<primary>on-line backup</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</> maintains a
<firstterm>write ahead log</> (WAL) in the <filename>pg_xlog/</>
subdirectory of the cluster's data directory. The log describes
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</> 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 backup and
then replay from the backed-up WAL files to bring the backup up to
current time. 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 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 don't need file system snapshot capability,
just <application>tar</> or a similar archiving tool.
</para>
</listitem>
<listitem>
<para>
Since we can string together 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 may not be convenient to take a full backup frequently.
</para>
</listitem>
<listitem>
<para>
There is nothing that says we have 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</>: 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 <quote>hot standby</> 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>
<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 may 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 an on-line backup, 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</> 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</> system
produces an indefinitely long sequence of WAL records. The system
physically divides this sequence into WAL <firstterm>segment
files</>, which are normally 16MB apiece (although the size can be
altered when building <productname>PostgreSQL</>). 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</> them by renaming no-longer-needed segment files
to higher segment numbers. It's assumed that a segment file whose
contents precede the checkpoint-before-last is no longer of
interest and can be recycled.
</para>
<para>
When archiving WAL data, we want 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</>: 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 restoring the file with its original file name), or batch
them together and burn them onto CDs, or something else entirely. To
provide the database administrator with as much flexibility as possible,
<productname>PostgreSQL</> tries not to make any assumptions about how
the archiving will be done. Instead, <productname>PostgreSQL</> lets
the administrator specify a shell command to be executed to copy a
completed segment file to wherever it needs to go. The command could be
as simple as a <application>cp</>, or it could invoke a complex shell
script &mdash; it's all up to you.
</para>
<para>
The shell command to use is specified by the <xref
linkend="guc-archive-command"> configuration parameter, which in practice
will always be placed in the <filename>postgresql.conf</filename> file.
In this string,
any <literal>%p</> is replaced by the absolute path of the file to
archive, while any <literal>%f</> is replaced by the file name only.
Write <literal>%%</> if you need to embed an actual <literal>%</>
character in the command. The simplest useful command is something
like
<programlisting>
archive_command = 'cp -i %p /mnt/server/archivedir/%f &lt;/dev/null'
</programlisting>
which will copy archivable WAL segments to the directory
<filename>/mnt/server/archivedir</>. (This is an example, not a
recommendation, and may not work on all platforms.)
</para>
<para>
The archive command will be executed under the ownership of the same
user that the <productname>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.
</para>
<para>
It is important that the archive command return zero exit status if and
only if it succeeded. Upon getting a zero result,
<productname>PostgreSQL</> will assume that the WAL segment file has been
successfully archived, and will remove or recycle it.
However, a nonzero status tells
<productname>PostgreSQL</> that the file was not archived; it will try
again periodically until it succeeds.
</para>
<para>
The archive command 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 command to ensure that it
indeed does not overwrite an existing file, <emphasis>and that it returns
nonzero status in this case</>. We have found that <literal>cp -i</> does
this correctly on some platforms but not others. If the chosen command
does not itself handle this case correctly, you should add a command
to test for pre-existence of the archive file. For example, something
like
<programlisting>
archive_command = 'test ! -f .../%f &amp;&amp; cp %p .../%f'
</programlisting>
works correctly on most Unix variants.
</para>
<para>
While designing your archiving setup, consider what will happen if
the archive command 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 relatively quickly. The <filename>pg_xlog/</> directory will
continue to fill with WAL segment files until the situation is resolved.
</para>
<para>
The speed of the archiving command is not important, so 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_xlog/</> 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>
If you are concerned about being able to recover right up to the
current instant, you may want to take additional steps to ensure that
the current, partially-filled WAL segment is also copied someplace.
This is particularly important if your server generates only little WAL
traffic (or has slack periods where it does so), since it could take a
long time before a WAL segment file is completely filled and ready to
archive. One possible way to handle this is to set up a
<application>cron</> job that periodically (once a minute, perhaps)
identifies the current WAL segment file and saves it someplace safe.
Then the combination of the archived WAL segments and the saved current
segment will be enough to ensure you can always restore to within a
minute of current time. This behavior is not presently built into
<productname>PostgreSQL</> because we did not want to complicate the
definition of the <xref linkend="guc-archive-command"> by requiring it
to keep track of successively archived, but different, copies of the
same WAL file. The <xref linkend="guc-archive-command"> is only
invoked on completed WAL segments. Except in the case of retrying a
failure, it will be called only once for any given file name.
</para>
<para>
In writing your archive command, you should assume that the filenames to
be archived may be up to 64 characters long and may contain any
combination of ASCII letters, digits, and dots. It is not necessary to
remember the original full path (<literal>%p</>) but it is necessary to
remember the file name (<literal>%f</>).
</para>
<para>
Note that although WAL archiving will allow you to restore any
modifications made to the data in your <productname>PostgreSQL</> database
it will not restore changes made to configuration files (that is,
<filename>postgresql.conf</>, <filename>pg_hba.conf</> and
<filename>pg_ident.conf</>), since those are edited manually rather
than through SQL operations.
You may 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>
</sect2>
<sect2 id="backup-base-backup">
<title>Making a Base Backup</title>
<para>
The procedure for making a base backup is relatively simple:
<orderedlist>
<listitem>
<para>
Ensure that WAL archiving is enabled and working.
</para>
</listitem>
<listitem>
<para>
Connect to the database as a superuser, and issue the command
<programlisting>
SELECT pg_start_backup('label');
</programlisting>
where <literal>label</> is any string you want to use to uniquely
identify this backup operation. (One good practice is to use the
full path where you intend to put the backup dump file.)
<function>pg_start_backup</> creates a <firstterm>backup label</> file,
called <filename>backup_label</>, in the cluster directory with
information about your backup.
</para>
<para>
It does not matter which database within the cluster you connect to to
issue this command. You can ignore the result returned by the function;
but if it reports an error, deal with that before proceeding.
</para>
</listitem>
<listitem>
<para>
Perform the backup, using any convenient file-system-backup tool
such as <application>tar</> or <application>cpio</>. It is neither
necessary nor desirable to stop normal operation of the database
while you do this.
</para>
</listitem>
<listitem>
<para>
Again connect to the database as a superuser, and issue the command
<programlisting>
SELECT pg_stop_backup();
</programlisting>
This should return successfully.
</para>
</listitem>
<listitem>
<para>
Once the WAL segment files used during the backup are archived as part
of normal database activity, you are done.
</para>
</listitem>
</orderedlist>
</para>
<para>
It is not necessary to be very concerned about the amount of time elapsed
between <function>pg_start_backup</> and the start of the actual backup,
nor between the end of the backup and <function>pg_stop_backup</>; a
few minutes' delay won't hurt anything. You
must however be quite sure that these operations are carried out in
sequence and do not overlap.
</para>
<para>
Be certain that your backup dump includes all of the files underneath
the database cluster directory (e.g., <filename>/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 dump
archives symbolic links as links, otherwise the restore will mess up
your tablespaces).
</para>
<para>
You may, however, omit from the backup dump the files within the
<filename>pg_xlog/</> subdirectory of the cluster directory. This
slight complication is worthwhile because it reduces the risk
of mistakes when restoring. This is easy to arrange if
<filename>pg_xlog/</> is a symbolic link pointing to someplace outside
the cluster directory, which is a common setup anyway for performance
reasons.
</para>
<para>
To make use of this backup, you will need to keep around all the WAL
segment files generated during and after the file system backup.
To aid you in doing this, the <function>pg_stop_backup</> function
creates a <firstterm>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 to have to make use of the backup.
For example, if the starting WAL file is
<literal>0000000100001234000055CD</> the backup history file will be
named something like
<literal>0000000100001234000055CD.007C9330.backup</>. (The second
number in 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 may be deleted. However, you should
consider keeping several backup sets to be absolutely certain that
you are can recover your data. Keep in mind that only completed WAL
segment files are archived, so there will be delay between running
<function>pg_stop_backup</> and the archiving of all WAL segment
files needed to make the file system backup consistent.
</para>
<para>
The backup history file is just a small text file. It contains the
label string you gave to <function>pg_start_backup</>, as well as
the starting and ending times of the backup. If you used the label
to identify where the associated dump file is kept, then the
archived history file is enough to tell you which dump file to
restore, should you need to do so.
</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>
<para>
It's also worth noting that the <function>pg_start_backup</> function
makes a file named <filename>backup_label</> in the database cluster
directory, which is then removed again by <function>pg_stop_backup</>.
This file will of course be archived as a part of your backup dump file.
The backup label file includes the label string you gave to
<function>pg_start_backup</>, as well as the time at which
<function>pg_start_backup</> was run, and the name of the starting WAL
file. In case of confusion it will
therefore be possible to look inside a backup dump file and determine
exactly which backup session the dump file came from.
</para>
<para>
It is also possible to make a backup dump while the postmaster is
stopped. In this case, you obviously cannot use
<function>pg_start_backup</> or <function>pg_stop_backup</>, and
you will therefore be left to your own devices to keep track of which
backup dump is which and how far back the associated WAL files go.
It is generally better to follow the on-line backup procedure above.
</para>
</sect2>
<sect2 id="backup-pitr-recovery">
<title>Recovering with an On-line 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 postmaster, 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 need at the least to copy the contents of the <filename>pg_xlog</>
subdirectory of the cluster data directory, as it may contain logs which
were not archived before the system went down.
</para>
</listitem>
<listitem>
<para>
Clean out 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 backup dump. Be careful 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 may want to verify that the symbolic links in <filename>pg_tblspc/</>
were correctly restored.
</para>
</listitem>
<listitem>
<para>
Remove any files present in <filename>pg_xlog/</>; these came from the
backup dump and are therefore probably obsolete rather than current.
If you didn't archive <filename>pg_xlog/</> at all, then re-create it,
and be sure to re-create the subdirectory
<filename>pg_xlog/archive_status/</> as well.
</para>
</listitem>
<listitem>
<para>
If you had unarchived WAL segment files that you saved in step 2,
copy them into <filename>pg_xlog/</>. (It is best to copy them,
not move them, so that you still have the unmodified files if a
problem occurs and you have to start over.)
</para>
</listitem>
<listitem>
<para>
Create a recovery command file <filename>recovery.conf</> in the cluster
data directory (see <xref linkend="recovery-config-settings">). You may
also want to temporarily modify <filename>pg_hba.conf</> to prevent
ordinary users from connecting until you are sure the recovery has worked.
</para>
</listitem>
<listitem>
<para>
Start the postmaster. The postmaster will go into recovery mode and
proceed to read through the archived WAL files it needs. Upon completion
of the recovery process, the postmaster will rename
<filename>recovery.conf</> to <filename>recovery.done</> (to prevent
accidentally re-entering recovery mode in case of a crash later) and then
commence normal database operations.
</para>
</listitem>
<listitem>
<para>
Inspect the contents of the database to ensure you have recovered to
where you want to be. If not, return to step 1. If all is well,
let in your users by restoring <filename>pg_hba.conf</> to normal.
</para>
</listitem>
</orderedlist>
</para>
<para>
The key part of all this is to set up a recovery command file that
describes how you want to recover and how far the recovery should
run. You can use <filename>recovery.conf.sample</> (normally
installed in the installation <filename>share/</> directory) as a
prototype. The one thing that you absolutely must specify in
<filename>recovery.conf</> is the <varname>restore_command</>,
which tells <productname>PostgreSQL</> how to get back archived
WAL file segments. Like the <varname>archive_command</>, this is
a shell command string. It may contain <literal>%f</>, which is
replaced by the name of the desired log file, and <literal>%p</>,
which is replaced by the absolute path to copy the log file to.
Write <literal>%%</> if you need to embed an actual <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</>. You could of course 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</> be asked for log files that are not present
in the archive; it must return nonzero when so asked. This is not an
error condition. Be aware also that the base name of the <literal>%p</>
path will be different from <literal>%f</>; do not expect them to be
interchangeable.
</para>
<para>
WAL segments that cannot be found in the archive will be sought in
<filename>pg_xlog/</>; 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_xlog/</>. The system will not
overwrite the existing contents of <filename>pg_xlog/</> when retrieving
archived files.
</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 we can get given the available WAL segments). But 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 in <filename>recovery.conf</>. You can specify the stop
point, known as the <quote>recovery target</>, either by date/time or
by completion of a specific transaction ID. As of this writing only
the date/time option is 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 (the
time of <function>pg_stop_backup</>). You cannot use a base backup
to recover to a time when that backup was still going on. (To
recover to such a time, you must go back to your previous base backup
and roll forward from there.)
</para>
</note>
<sect3 id="recovery-config-settings" xreflabel="Recovery Settings">
<title>Recovery Settings</title>
<para>
These settings can only be made in the <filename>recovery.conf</>
file, and apply only for the duration of the recovery. They must be
reset for any subsequent recovery you wish to perform. They cannot be
changed once recovery has begun.
</para>
<variablelist>
<varlistentry id="restore-command" xreflabel="restore_command">
<term><varname>restore_command</varname> (<type>string</type>)</term>
<listitem>
<para>
The shell command to execute to retrieve an archived segment of
the WAL file series. This parameter is required.
Any <literal>%f</> in the string is
replaced by the name of the file to retrieve from the archive,
and any <literal>%p</> is replaced by the absolute path to copy
it to on the server.
Write <literal>%%</> to embed an actual <literal>%</> character
in the command.
</para>
<para>
It is important for the command to return a zero exit status if and
only if it succeeds. The command <emphasis>will</> be asked for file
names that are not present in the archive; it must return nonzero
when so asked. Examples:
<programlisting>
restore_command = 'cp /mnt/server/archivedir/%f "%p"'
restore_command = 'copy /mnt/server/archivedir/%f "%p"' # Windows
</programlisting>
</para>
</listitem>
</varlistentry>
<varlistentry id="recovery-target-time" xreflabel="recovery_target_time">
<term><varname>recovery_target_time</varname>
(<type>timestamp</type>)
</term>
<listitem>
<para>
This parameter specifies the time stamp up to which recovery
will proceed.
At most one of <varname>recovery_target_time</> and
<xref linkend="recovery-target-xid"> can be specified.
The default is to recover to the end of the WAL log.
The precise stopping point is also influenced by
<xref linkend="recovery-target-inclusive">.
</para>
</listitem>
</varlistentry>
<varlistentry id="recovery-target-xid" xreflabel="recovery_target_xid">
<term><varname>recovery_target_xid</varname> (<type>string</type>)</term>
<listitem>
<para>
This parameter specifies the transaction ID up to which recovery
will proceed. Keep in mind
that while transaction IDs are assigned sequentially at transaction
start, transactions can complete in a different numeric order.
The transactions that will be recovered are those that committed
before (and optionally including) the specified one.
At most one of <varname>recovery_target_xid</> and
<xref linkend="recovery-target-time"> can be specified.
The default is to recover to the end of the WAL log.
The precise stopping point is also influenced by
<xref linkend="recovery-target-inclusive">.
</para>
</listitem>
</varlistentry>
<varlistentry id="recovery-target-inclusive"
xreflabel="recovery_target_inclusive">
<term><varname>recovery_target_inclusive</varname>
(<type>boolean</type>)
</term>
<listitem>
<para>
Specifies whether we stop just after the specified recovery target
(<literal>true</literal>), or just before the recovery target
(<literal>false</literal>).
Applies to both <xref linkend="recovery-target-time">
and <xref linkend="recovery-target-xid">, whichever one is
specified for this recovery. This indicates whether transactions
having exactly the target commit time or ID, respectively, will
be included in the recovery. Default is <literal>true</>.
</para>
</listitem>
</varlistentry>
<varlistentry id="recovery-target-timeline"
xreflabel="recovery_target_timeline">
<term><varname>recovery_target_timeline</varname>
(<type>string</type>)
</term>
<listitem>
<para>
Specifies recovering into a particular timeline. The default is
to recover along the same timeline that was current when the
base backup was taken. You would only need to set this parameter
in complex re-recovery situations, where you need to return to
a state that itself was reached after a point-in-time recovery.
See <xref linkend="backup-timelines"> for discussion.
</para>
</listitem>
</varlistentry>
</variablelist>
</sect3>
</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. In the original history of the database,
perhaps you dropped a critical table at 5:15PM on Tuesday evening.
Unfazed, you get out your backup, restore to the point-in-time 5:14PM
Tuesday evening, and are up and running. In <emphasis>this</> history of
the database universe, you never dropped the table at all. But suppose
you later realize this wasn't such a great idea after all, and would like
to return to some later point in the original history. You won't be able
to if, while your database was up-and-running, it overwrote some of the
sequence of WAL segment files that led up to the time you now wish you
could get back to. So you really want 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 these problems, <productname>PostgreSQL</> has a notion
of <firstterm>timelines</>. Each time you recover to a point-in-time
earlier than the end of the WAL sequence, a new timeline is created
to identify the series of WAL records generated after that recovery.
(If recovery proceeds all the way to the end of WAL, however, we do not
start a new timeline: we just extend the existing one.) The timeline
ID number is part of WAL segment file names, and 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</> prior state, including
states in timeline branches that you later abandoned.
</para>
<para>
Each time a new timeline is created, <productname>PostgreSQL</> creates
a <quote>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 make your own notes about
how and why this particular timeline came to be. 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 along the same timeline
that was current when the base backup was taken. If you want to recover
into some child timeline (that is, you want to return to some state that
was itself generated after a recovery attempt), you need to specify the
target timeline ID in <filename>recovery.conf</>. You cannot recover into
timelines that branched off earlier than the base backup.
</para>
</sect2>
<sect2 id="backup-online-caveats">
<title>Caveats</title>
<para>
At this writing, there are several limitations of the on-line backup
technique. These will probably be fixed in future releases:
<itemizedlist>
<listitem>
<para>
Operations on hash and R-tree indexes are
not presently WAL-logged, so replay will not update these index types.
The recommended workaround is to manually <command>REINDEX</> each
such index after completing a recovery operation.
</para>
</listitem>
<listitem>
<para>
If a <command>CREATE DATABASE</> command is executed while a base
backup is being taken, and then the template database that the
<command>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.
</para>
</listitem>
<listitem>
<para>
<command>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 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 present <acronym>WAL</acronym>
format is extremely bulky since it includes many disk page
snapshots. This is appropriate for crash recovery purposes,
since we may need to fix partially-written disk pages. It is not
necessary to store so many page copies for PITR operations, however.
An area for future development is to compress archived WAL data by
removing unnecessary page copies. In the meantime, administrators
may wish to reduce the number of page snapshots included in WAL by
increasing the checkpoint interval parameters as much as feasible.
</para>
</sect2>
</sect1>
<sect1 id="migration">
<title>Migration Between Releases</title>
<indexterm zone="migration">
<primary>upgrading</primary>
</indexterm>
<indexterm zone="migration">
<primary>version</primary>
<secondary>compatibility</secondary>
</indexterm>
<para>
This section discusses how to migrate your database data from one
<productname>PostgreSQL</> release to a newer one.
The software installation procedure <foreignphrase>per se</> is not the
subject of this section; those details are in <xref linkend="installation">.
</para>
<para>
As a general rule, the internal data storage format is subject to
change between major releases of <productname>PostgreSQL</> (where
the number after the first dot changes). This does not apply to
different minor releases under the same major release (where the
number after the second dot changes); these always have compatible
storage formats. For example, releases 7.0.1, 7.1.2, and 7.2 are
not compatible, whereas 7.1.1 and 7.1.2 are. When you update
between compatible versions, you can simply replace the executables
and reuse the data directory on disk. Otherwise you need to back
up your data and restore it on the new server. This has to be done
using <application>pg_dump</>; file system level backup methods
obviously won't work. There are checks in place that prevent you
from using a data directory with an incompatible version of
<productname>PostgreSQL</productname>, so no great harm can be done by
trying to start the wrong server version on a data directory.
</para>
<para>
It is recommended that you use the <application>pg_dump</> and
<application>pg_dumpall</> programs from the newer version of
<productname>PostgreSQL</>, to take advantage of any enhancements
that may have been made in these programs. Current releases of the
dump programs can read data from any server version back to 7.0.
</para>
<para>
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
<programlisting>
pg_dumpall -p 5432 | psql -d postgres -p 6543
</programlisting>
to transfer your data. Or use an intermediate file if you want.
Then you can shut down the old server and start the new server at
the port the old one was running at. You should make sure that the
old database is not updated after you run <application>pg_dumpall</>,
otherwise you will obviously lose that data. See <xref
linkend="client-authentication"> for information on how to prohibit
access.
</para>
<para>
In practice you probably want to test your client
applications on the new setup before switching over completely.
This is another reason for setting up concurrent installations
of old and new versions.
</para>
<para>
If you cannot or do not want to run two servers in parallel you can
do the backup step before installing the new version, bring down
the server, move the old version out of the way, install the new
version, start the new server, restore the data. For example:
<programlisting>
pg_dumpall &gt; backup
pg_ctl stop
mv /usr/local/pgsql /usr/local/pgsql.old
cd ~/postgresql-&version;
gmake install
initdb -D /usr/local/pgsql/data
postmaster -D /usr/local/pgsql/data
psql -f backup postgres
</programlisting>
See <xref linkend="runtime"> about ways to start and stop the
server and other details. The installation instructions will advise
you of strategic places to perform these steps.
</para>
<note>
<para>
When you <quote>move the old installation out of the way</quote>
it may no longer be perfectly usable. Some of the executable programs
contain absolute paths to various installed programs and data files.
This is usually not a big problem but if you plan on using two
installations in parallel for a while you should assign them
different installation directories at build time. (This problem
is rectified in <productname>PostgreSQL</> 8.0 and later, but you
need to be wary of moving older installations.)
</para>
</note>
</sect1>
</chapter>
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