PG_UPGRADE(1) PostgreSQL 14.15 Documentation PG_UPGRADE(1)
NAME
pg_upgrade - upgrade a PostgreSQL server instance
SYNOPSIS
pg_upgrade -b oldbindir [-B newbindir] -d oldconfigdir -D newconfigdir
[option...]
DESCRIPTION
pg_upgrade (formerly called pg_migrator) allows data stored in
PostgreSQL data files to be upgraded to a later PostgreSQL major
version without the data dump/restore typically required for major
version upgrades, e.g., from 9.5.8 to 9.6.4 or from 10.7 to 11.2. It is
not required for minor version upgrades, e.g., from 9.6.2 to 9.6.3 or
from 10.1 to 10.2.
Major PostgreSQL releases regularly add new features that often change
the layout of the system tables, but the internal data storage format
rarely changes. pg_upgrade uses this fact to perform rapid upgrades by
creating new system tables and simply reusing the old user data files.
If a future major release ever changes the data storage format in a way
that makes the old data format unreadable, pg_upgrade will not be
usable for such upgrades. (The community will attempt to avoid such
situations.)
pg_upgrade does its best to make sure the old and new clusters are
binary-compatible, e.g., by checking for compatible compile-time
settings, including 32/64-bit binaries. It is important that any
external modules are also binary compatible, though this cannot be
checked by pg_upgrade.
pg_upgrade supports upgrades from 9.0.X and later to the current major
release of PostgreSQL, including snapshot and beta releases.
OPTIONS
pg_upgrade accepts the following command-line arguments:
-b bindir
--old-bindir=bindir
the old PostgreSQL executable directory; environment variable
PGBINOLD
-B bindir
--new-bindir=bindir
the new PostgreSQL executable directory; default is the directory
where pg_upgrade resides; environment variable PGBINNEW
-c
--check
check clusters only, don't change any data
-d configdir
--old-datadir=configdir
the old database cluster configuration directory; environment
variable PGDATAOLD
-D configdir
--new-datadir=configdir
the new database cluster configuration directory; environment
variable PGDATANEW
-j njobs
--jobs=njobs
number of simultaneous processes or threads to use
-k
--link
use hard links instead of copying files to the new cluster
-o options
--old-options options
options to be passed directly to the old postgres command; multiple
option invocations are appended
-O options
--new-options options
options to be passed directly to the new postgres command; multiple
option invocations are appended
-p port
--old-port=port
the old cluster port number; environment variable PGPORTOLD
-P port
--new-port=port
the new cluster port number; environment variable PGPORTNEW
-r
--retain
retain SQL and log files even after successful completion
-s dir
--socketdir=dir
directory to use for postmaster sockets during upgrade; default is
current working directory; environment variable PGSOCKETDIR
-U username
--username=username
cluster's install user name; environment variable PGUSER
-v
--verbose
enable verbose internal logging
-V
--version
display version information, then exit
--clone
Use efficient file cloning (also known as “reflinks” on some
systems) instead of copying files to the new cluster. This can
result in near-instantaneous copying of the data files, giving the
speed advantages of -k/--link while leaving the old cluster
untouched.
File cloning is only supported on some operating systems and file
systems. If it is selected but not supported, the pg_upgrade run
will error. At present, it is supported on Linux (kernel 4.5 or
later) with Btrfs and XFS (on file systems created with reflink
support), and on macOS with APFS.
-?
--help
show help, then exit
USAGE
These are the steps to perform an upgrade with pg_upgrade:
1. Optionally move the old cluster: If you are using a
version-specific installation directory, e.g., /opt/PostgreSQL/14,
you do not need to move the old cluster. The graphical installers
all use version-specific installation directories.
If your installation directory is not version-specific, e.g.,
/usr/local/pgsql, it is necessary to move the current PostgreSQL
install directory so it does not interfere with the new PostgreSQL
installation. Once the current PostgreSQL server is shut down, it
is safe to rename the PostgreSQL installation directory; assuming
the old directory is /usr/local/pgsql, you can do:
mv /usr/local/pgsql /usr/local/pgsql.old
to rename the directory.
2. For source installs, build the new version: Build the new
PostgreSQL source with configure flags that are compatible with the
old cluster. pg_upgrade will check pg_controldata to make sure all
settings are compatible before starting the upgrade.
3. Install the new PostgreSQL binaries: Install the new server's
binaries and support files. pg_upgrade is included in a default
installation.
For source installs, if you wish to install the new server in a
custom location, use the prefix variable:
make prefix=/usr/local/pgsql.new install
4. Initialize the new PostgreSQL cluster: Initialize the new cluster
using initdb. Again, use compatible initdb flags that match the old
cluster. Many prebuilt installers do this step automatically. There
is no need to start the new cluster.
5. Install extension shared object files: Many extensions and custom
modules, whether from contrib or another source, use shared object
files (or DLLs), e.g., pgcrypto.so. If the old cluster used these,
shared object files matching the new server binary must be
installed in the new cluster, usually via operating system
commands. Do not load the schema definitions, e.g., CREATE
EXTENSION pgcrypto, because these will be duplicated from the old
cluster. If extension updates are available, pg_upgrade will report
this and create a script that can be run later to update them.
6. Copy custom full-text search files: Copy any custom full text
search files (dictionary, synonym, thesaurus, stop words) from the
old to the new cluster.
7. Adjust authentication: pg_upgrade will connect to the old and new
servers several times, so you might want to set authentication to
peer in pg_hba.conf or use a ~/.pgpass file (see Section 34.16).
8. Stop both servers: Make sure both database servers are stopped
using, on Unix, e.g.:
pg_ctl -D /opt/PostgreSQL/9.6 stop
pg_ctl -D /opt/PostgreSQL/14 stop
or on Windows, using the proper service names:
NET STOP postgresql-9.6
NET STOP postgresql-14
Streaming replication and log-shipping standby servers must be
running during this shutdown so they receive all changes.
9. Prepare for standby server upgrades: If you are upgrading standby
servers using methods outlined in section Step 11, verify that the
old standby servers are caught up by running pg_controldata against
the old primary and standby clusters. Verify that the “Latest
checkpoint location” values match in all clusters. Also, make sure
wal_level is not set to minimal in the postgresql.conf file on the
new primary cluster.
10. Run pg_upgrade: Always run the pg_upgrade binary of the new
server, not the old one. pg_upgrade requires the specification of
the old and new cluster's data and executable (bin) directories.
You can also specify user and port values, and whether you want the
data files linked or cloned instead of the default copy behavior.
If you use link mode, the upgrade will be much faster (no file
copying) and use less disk space, but you will not be able to
access your old cluster once you start the new cluster after the
upgrade. Link mode also requires that the old and new cluster data
directories be in the same file system. (Tablespaces and pg_wal can
be on different file systems.) Clone mode provides the same speed
and disk space advantages but does not cause the old cluster to be
unusable once the new cluster is started. Clone mode also requires
that the old and new data directories be in the same file system.
This mode is only available on certain operating systems and file
systems.
The --jobs option allows multiple CPU cores to be used for
copying/linking of files and to dump and restore database schemas
in parallel; a good place to start is the maximum of the number of
CPU cores and tablespaces. This option can dramatically reduce the
time to upgrade a multi-database server running on a multiprocessor
machine.
For Windows users, you must be logged into an administrative
account, and then start a shell as the postgres user and set the
proper path:
RUNAS /USER:postgres "CMD.EXE"
SET PATH=%PATH%;C:\Program Files\PostgreSQL\14\bin;
and then run pg_upgrade with quoted directories, e.g.:
pg_upgrade.exe
--old-datadir "C:/Program Files/PostgreSQL/9.6/data"
--new-datadir "C:/Program Files/PostgreSQL/14/data"
--old-bindir "C:/Program Files/PostgreSQL/9.6/bin"
--new-bindir "C:/Program Files/PostgreSQL/14/bin"
Once started, pg_upgrade will verify the two clusters are
compatible and then do the upgrade. You can use pg_upgrade --check
to perform only the checks, even if the old server is still
running. pg_upgrade --check will also outline any manual
adjustments you will need to make after the upgrade. If you are
going to be using link or clone mode, you should use the option
--link or --clone with --check to enable mode-specific checks.
pg_upgrade requires write permission in the current directory.
Obviously, no one should be accessing the clusters during the
upgrade. pg_upgrade defaults to running servers on port 50432 to
avoid unintended client connections. You can use the same port
number for both clusters when doing an upgrade because the old and
new clusters will not be running at the same time. However, when
checking an old running server, the old and new port numbers must
be different.
If an error occurs while restoring the database schema, pg_upgrade
will exit and you will have to revert to the old cluster as
outlined in Step 17 below. To try pg_upgrade again, you will need
to modify the old cluster so the pg_upgrade schema restore
succeeds. If the problem is a contrib module, you might need to
uninstall the contrib module from the old cluster and install it in
the new cluster after the upgrade, assuming the module is not being
used to store user data.
11. Upgrade streaming replication and log-shipping standby servers: If
you used link mode and have Streaming Replication (see
Section 27.2.5) or Log-Shipping (see Section 27.2) standby servers,
you can follow these steps to quickly upgrade them. You will not be
running pg_upgrade on the standby servers, but rather rsync on the
primary. Do not start any servers yet.
If you did not use link mode, do not have or do not want to use
rsync, or want an easier solution, skip the instructions in this
section and simply recreate the standby servers once pg_upgrade
completes and the new primary is running. Install the new
PostgreSQL binaries on standby servers: Make sure the new binaries
and support files are installed on all standby servers. Make sure
the new standby data directories do not exist: Make sure the new
standby data directories do not exist or are empty. If initdb was
run, delete the standby servers' new data directories. Install
extension shared object files: Install the same extension shared
object files on the new standbys that you installed in the new
primary cluster. Stop standby servers: If the standby servers are
still running, stop them now using the above instructions. Save
configuration files: Save any configuration files from the old
standbys' configuration directories you need to keep, e.g.,
postgresql.conf (and any files included by it),
postgresql.auto.conf, pg_hba.conf, because these will be
overwritten or removed in the next step. Run rsync: When using
link mode, standby servers can be quickly upgraded using rsync. To
accomplish this, from a directory on the primary server that is
above the old and new database cluster directories, run this on the
primary for each standby server:
rsync --archive --delete --hard-links --size-only --no-inc-recursive old_cluster new_cluster remote_dir
where old_cluster and new_cluster are relative to the current
directory on the primary, and remote_dir is above the old and new
cluster directories on the standby. The directory structure under
the specified directories on the primary and standbys must match.
Consult the rsync manual page for details on specifying the remote
directory, e.g.,
rsync --archive --delete --hard-links --size-only --no-inc-recursive /opt/PostgreSQL/9.5 \
/opt/PostgreSQL/9.6 standby.example.com:/opt/PostgreSQL
You can verify what the command will do using rsync's --dry-run
option. While rsync must be run on the primary for at least one
standby, it is possible to run rsync on an upgraded standby to
upgrade other standbys, as long as the upgraded standby has not
been started.
What this does is to record the links created by pg_upgrade's link
mode that connect files in the old and new clusters on the primary
server. It then finds matching files in the standby's old cluster
and creates links for them in the standby's new cluster. Files that
were not linked on the primary are copied from the primary to the
standby. (They are usually small.) This provides rapid standby
upgrades. Unfortunately, rsync needlessly copies files associated
with temporary and unlogged tables because these files don't
normally exist on standby servers.
If you have tablespaces, you will need to run a similar rsync
command for each tablespace directory, e.g.:
rsync --archive --delete --hard-links --size-only --no-inc-recursive /vol1/pg_tblsp/PG_9.5_201510051 \
/vol1/pg_tblsp/PG_9.6_201608131 standby.example.com:/vol1/pg_tblsp
If you have relocated pg_wal outside the data directories, rsync
must be run on those directories too. Configure streaming
replication and log-shipping standby servers: Configure the servers
for log shipping. (You do not need to run pg_start_backup() and
pg_stop_backup() or take a file system backup as the standbys are
still synchronized with the primary.) Replication slots are not
copied and must be recreated.
12. Restore pg_hba.conf: If you modified pg_hba.conf, restore its
original settings. It might also be necessary to adjust other
configuration files in the new cluster to match the old cluster,
e.g., postgresql.conf (and any files included by it),
postgresql.auto.conf.
13. Start the new server: The new server can now be safely started,
and then any rsync'ed standby servers.
14. Post-upgrade processing: If any post-upgrade processing is
required, pg_upgrade will issue warnings as it completes. It will
also generate script files that must be run by the administrator.
The script files will connect to each database that needs
post-upgrade processing. Each script should be run using:
psql --username=postgres --file=script.sql postgres
The scripts can be run in any order and can be deleted once they
have been run.
Caution
In general it is unsafe to access tables referenced in rebuild
scripts until the rebuild scripts have run to completion; doing
so could yield incorrect results or poor performance. Tables
not referenced in rebuild scripts can be accessed immediately.
15. Statistics: Because optimizer statistics are not transferred by
pg_upgrade, you will be instructed to run a command to regenerate
that information at the end of the upgrade. You might need to set
connection parameters to match your new cluster.
16. Delete old cluster: Once you are satisfied with the upgrade, you
can delete the old cluster's data directories by running the script
mentioned when pg_upgrade completes. (Automatic deletion is not
possible if you have user-defined tablespaces inside the old data
directory.) You can also delete the old installation directories
(e.g., bin, share).
17. Reverting to old cluster: If, after running pg_upgrade, you wish
to revert to the old cluster, there are several options:
• If the --check option was used, the old cluster was unmodified;
it can be restarted.
• If the --link option was not used, the old cluster was
unmodified; it can be restarted.
• If the --link option was used, the data files might be shared
between the old and new cluster:
• If pg_upgrade aborted before linking started, the old
cluster was unmodified; it can be restarted.
• If you did not start the new cluster, the old cluster was
unmodified except that, when linking started, a .old suffix
was appended to $PGDATA/global/pg_control. To reuse the old
cluster, remove the .old suffix from
$PGDATA/global/pg_control; you can then restart the old
cluster.
• If you did start the new cluster, it has written to shared
files and it is unsafe to use the old cluster. The old
cluster will need to be restored from backup in this case.
NOTES
pg_upgrade creates various working files, such as schema dumps, in the
current working directory. For security, be sure that that directory is
not readable or writable by any other users.
pg_upgrade launches short-lived postmasters in the old and new data
directories. Temporary Unix socket files for communication with these
postmasters are, by default, made in the current working directory. In
some situations the path name for the current directory might be too
long to be a valid socket name. In that case you can use the -s option
to put the socket files in some directory with a shorter path name. For
security, be sure that that directory is not readable or writable by
any other users. (This is not supported on Windows.)
All failure, rebuild, and reindex cases will be reported by pg_upgrade
if they affect your installation; post-upgrade scripts to rebuild
tables and indexes will be generated automatically. If you are trying
to automate the upgrade of many clusters, you should find that clusters
with identical database schemas require the same post-upgrade steps for
all cluster upgrades; this is because the post-upgrade steps are based
on the database schemas, and not user data.
For deployment testing, create a schema-only copy of the old cluster,
insert dummy data, and upgrade that.
pg_upgrade does not support upgrading of databases containing table
columns using these reg* OID-referencing system data types:
regcollation
regconfig
regdictionary
regnamespace
regoper
regoperator
regproc
regprocedure
(regclass, regrole, and regtype can be upgraded.)
If you are upgrading a pre-PostgreSQL 9.2 cluster that uses a
configuration-file-only directory, you must pass the real data
directory location to pg_upgrade, and pass the configuration directory
location to the server, e.g., -d /real-data-directory -o '-D
/configuration-directory'.
If using a pre-9.1 old server that is using a non-default Unix-domain
socket directory or a default that differs from the default of the new
cluster, set PGHOST to point to the old server's socket location. (This
is not relevant on Windows.)
If you want to use link mode and you do not want your old cluster to be
modified when the new cluster is started, consider using the clone
mode. If that is not available, make a copy of the old cluster and
upgrade that in link mode. To make a valid copy of the old cluster, use
rsync to create a dirty copy of the old cluster while the server is
running, then shut down the old server and run rsync --checksum again
to update the copy with any changes to make it consistent. (--checksum
is necessary because rsync only has file modification-time granularity
of one second.) You might want to exclude some files, e.g.,
postmaster.pid, as documented in Section 26.3.3. If your file system
supports file system snapshots or copy-on-write file copies, you can
use that to make a backup of the old cluster and tablespaces, though
the snapshot and copies must be created simultaneously or while the
database server is down.
SEE ALSO
initdb(1), pg_ctl(1), pg_dump(1), postgres(1)
PostgreSQL 14.15 2024 PG_UPGRADE(1)
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