nixos/postgresql: improve docs on how to upgrade
* It's IMHO a slight overkill to deploy an additional container even if it's never supposed to be running. Also, the currently suggested approach wouldn't use the default state-directory for the new version. * Explain the structure of the state-directories and where the version-numbers are actually coming from. * Mention `./analyze_new_cluster.sh` & `./delete_old_cluster.sh`.
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@ -52,37 +52,51 @@ Type "help" for help.
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<section xml:id="module-services-postgres-upgrading">
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<title>Upgrading</title>
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<note>
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<para>
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The steps below demonstrate how to upgrade from an older version to <package>pkgs.postgresql_13</package>.
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These instructions are also applicable to other versions.
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</para>
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</note>
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<para>
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Major PostgreSQL upgrade requires PostgreSQL downtime and a few imperative steps to be called. To simplify this process, use the following NixOS module:
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Major PostgreSQL upgrades require a downtime and a few imperative steps to be called. This is the case because
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each major version has some internal changes in the databases' state during major releases. Because of that,
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NixOS places the state into <filename>/var/lib/postgresql/<version></filename> where each <literal>version</literal>
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can be obtained like this:
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<programlisting>
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containers.temp-pg.config.services.postgresql = {
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enable = true;
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package = pkgs.postgresql_12;
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## set a custom new dataDir
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# dataDir = "/some/data/dir";
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};
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environment.systemPackages =
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let newpg = config.containers.temp-pg.config.services.postgresql;
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in [
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(pkgs.writeScriptBin "upgrade-pg-cluster" ''
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set -x
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export OLDDATA="${config.services.postgresql.dataDir}"
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export NEWDATA="${newpg.dataDir}"
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export OLDBIN="${config.services.postgresql.package}/bin"
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export NEWBIN="${newpg.package}/bin"
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<prompt>$ </prompt>nix-instantiate --eval -A postgresql_13.psqlSchema
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"13"
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</programlisting>
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For an upgrade, a script like this can be used to simplify the process:
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<programlisting>
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{ config, pkgs, ... }:
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{
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<xref linkend="opt-environment.systemPackages" /> = [
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(pkgs.writeScriptBin "upgrade-pg-cluster" ''
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set -eux
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# XXX it's perhaps advisable to stop all services that depend on postgresql
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systemctl stop postgresql
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install -d -m 0700 -o postgres -g postgres "$NEWDATA"
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cd "$NEWDATA"
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sudo -u postgres $NEWBIN/initdb -D "$NEWDATA"
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# XXX replace `<new version>` with the psqlSchema here
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export NEWDATA="/var/lib/postgresql/<new version>"
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systemctl stop postgresql # old one
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# XXX specify the postgresql package you'd like to upgrade to
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export NEWBIN="${pkgs.postgresql_13}/bin"
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sudo -u postgres $NEWBIN/pg_upgrade \
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--old-datadir "$OLDDATA" --new-datadir "$NEWDATA" \
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--old-bindir $OLDBIN --new-bindir $NEWBIN \
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"$@"
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'')
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];
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export OLDDATA="${config.<xref linkend="opt-services.postgresql.dataDir"/>}"
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export OLDBIN="${config.<xref linkend="opt-services.postgresql.package"/>}/bin"
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install -d -m 0700 -o postgres -g postgres "$NEWDATA"
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cd "$NEWDATA"
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sudo -u postgres $NEWBIN/initdb -D "$NEWDATA"
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sudo -u postgres $NEWBIN/pg_upgrade \
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--old-datadir "$OLDDATA" --new-datadir "$NEWDATA" \
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--old-bindir $OLDBIN --new-bindir $NEWBIN \
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"$@"
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'')
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];
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}
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</programlisting>
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</para>
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@ -103,17 +117,25 @@ Type "help" for help.
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</listitem>
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<listitem>
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<para>
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Run <literal>upgrade-pg-cluster</literal>. It will stop old postgresql, initialize new one and migrate old one to new one. You may supply arguments like <literal>--jobs 4</literal> and <literal>--link</literal> to speedup migration process. See <link xlink:href="https://www.postgresql.org/docs/current/pgupgrade.html" /> for details.
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Run <literal>upgrade-pg-cluster</literal>. It will stop old postgresql, initialize a new one and migrate the old one to the new one. You may supply arguments like <literal>--jobs 4</literal> and <literal>--link</literal> to speedup migration process. See <link xlink:href="https://www.postgresql.org/docs/current/pgupgrade.html" /> for details.
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</para>
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</listitem>
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<listitem>
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<para>
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Change postgresql package in NixOS configuration to the one you were upgrading to, and change <literal>dataDir</literal> to the one you have migrated to. Rebuild NixOS. This should start new postgres using upgraded data directory.
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Change postgresql package in NixOS configuration to the one you were upgrading to via <xref linkend="opt-services.postgresql.package" />. Rebuild NixOS. This should start new postgres using upgraded data directory and all services you stopped during the upgrade.
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</para>
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</listitem>
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<listitem>
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<para>
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After upgrade you may want to <literal>ANALYZE</literal> new db.
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After the upgrade it's advisable to analyze the new cluster (as <literal>su -l postgres</literal> in the
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<xref linkend="opt-services.postgresql.dataDir" />, in this example <filename>/var/lib/postgresql/13</filename>):
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<programlisting>
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<prompt>$ </prompt>./analyze_new_cluster.sh
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</programlisting>
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<warning><para>The next step removes the old state-directory!</para></warning>
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<programlisting>
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<prompt>$ </prompt>./delete_old_cluster.sh
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</programlisting>
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</para>
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</listitem>
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</orderedlist>
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