postgresql/doc/src/sgml/install-windows.sgml

<!-- doc/src/sgml/install-windows.sgml -->

<chapter id="install-windows">
 <title>Installation from Source Code on <productname>Windows</productname></title>

 <indexterm>
  <primary>installation</primary>
  <secondary>on Windows</secondary>
 </indexterm>

 <para>
  It is recommended that most users download the binary distribution for
  Windows, available as a one-click installer package
  from the <productname>PostgreSQL</productname> website. Building from source
  is only intended for people developing <productname>PostgreSQL</productname>
  or extensions.
 </para>

 <para>
  There are several different ways of building PostgreSQL on
  <productname>Windows</productname>. The simplest way to build with
  Microsoft tools is to install a supported version of the
  <productname>Microsoft Platform SDK</productname> and use use the included
  compiler. It is also possible to build with the full
  <productname>Microsoft Visual C++ 2005 or 2008</productname>. In some cases
  that requires the installation of the <productname>Platform SDK</productname>
  in addition to the compiler.
 </para>

 <para>
  It is also possible to build PostgreSQL using the GNU compiler tools
  provided by <productname>MinGW</productname>, or using
  <productname>Cygwin</productname> for older versions of
  <productname>Windows</productname>.
 </para>

 <para>
  Finally, the client access library
  (<application>libpq</application>) can be built using
  <productname>Visual C++ 7.1</productname> or
  <productname>Borland C++</productname> for compatibility with statically
  linked applications built using these tools.
 </para>

 <para>
  Building using <productname>MinGW</productname> or
  <productname>Cygwin</productname> uses the normal build system, see
  <xref linkend="installation"> and the specific notes in
  <xref linkend="installation-notes-mingw"> and <xref linkend="installation-notes-cygwin">.
  To produce native 64 bit binaries in these environments, use the tools from
  <productname>MinGW-w64</productname>. These tools can also be used to
  cross-compile for 32 bit and 64 bit <productname>Windows</productname> 
  targets on other hosts, such as <productname>Linux</productname> and 
  <productname>Darwin</productname>.
  <productname>Cygwin</productname> is not recommended for running a
  production server, and it should only be used for running on
  older versions of <productname>Windows</productname> where
  the native build does not work, such as
  <productname>Windows 98</productname>. The official
  binaries are built using <productname>Visual Studio</productname>.
 </para>

 <para>
  Native builds of <application>psql</application> don't support command 
  line editing. The <productname>Cygwin</productname> build does support
  command line editing, so it should be used where psql is needed for
  interactive use on  <productname>Windows</productname>.
 </para>

 <sect1 id="install-windows-full">
  <title>Building with <productname>Visual C++</productname> or the
  <productname>Platform SDK</productname></title>

 <para>
  PostgreSQL can be built using the Visual C++ compiler suite from Microsoft.
  These compilers can be either from <productname>Visual Studio</productname>,
  <productname>Visual Studio Express</productname> or some versions of the
  <productname>Platform SDK</productname>. If you do not already have a
  <productname>Visual Studio</productname> environment set up, the easiest
  way us to use the compilers in the <productname>Platform SDK</productname>,
  which is a free download from Microsoft.
 </para>

 <para>
  PostgreSQL supports the compilers from
  <productname>Visual Studio 2005</productname> and
  <productname>Visual Studio 2008</productname>. When using the Platform SDK
  only, or when building for 64-bit Windows, only
  <productname>Visual Studio 2008</productname> is supported.
  <productname>Visual Studio 2010</productname> is not yet supported.
 </para>

 <para>
  When building using the <productname>Platform SDK</productname>, versions
  6.0 to 7.0 of the SDK are supported. Older or newer versions will not work.
  In particular, versions from 7.0a and later will not work, since
  they include compilers from <productname>Visual Studio 2010</productname>.
 </para>

 <para>
  The tools for building using <productname>Visual C++</productname>,
  are in the <filename>src/tools/msvc</filename> directory. When building,
  make sure there are no tools from <productname>MinGW</productname> or
  <productname>Cygwin</productname> present in your system PATH. Also, make
  sure you have all the required Visual C++ tools available in the PATH. In
  <productname>Visual Studio</productname>, start the
  <application>Visual Studio Command Prompt</application>. In the
  <productname>Platform SDK</productname>, start the
  <application>CMD shell</application> listed under the SDK on the Start Menu.
  If you wish to build a 64-bit version, you must use the 64-bit version of
  the command, and vice versa.
  All commands should be run from the <filename>src\tools\msvc</filename>
  directory.
 </para>

 <para>
  Before you build, you may need to edit the file <filename>config.pl</filename>
  to reflect any configuration options you want to change, or the paths to
  any third party libraries to use. The complete configuration is determined
  by first reading and parsing the file <filename>config_default.pl</filename>,
  and then apply any changes from <filename>config.pl</filename>. For example,
  to specify the location of your <productname>Python</productname> installation,
  put the following in <filename>config.pl</filename>:
<programlisting>
$config->{python} = 'c:\python26';
</programlisting>
  You only need to specify those parameters that are different from what's in
  <filename>config_default.pl</filename>.
 </para>

 <para>
  If you need to set any other environment variables, create a file called
  <filename>buildenv.pl</filename> and put the required commands there. For
  example, to add the path for bison when it's not in the PATH, create a file
  containing:
<programlisting>
$ENV{PATH}=$ENV{PATH} . ';c:\some\where\bison\bin';
</programlisting>
 </para>

 <sect2>
  <title>Requirements</title>
  <para>
   The following additional products are required to build
   <productname>PostgreSQL</productname>. Use the
   <filename>config.pl</filename> file to specify which directories the libraries
   are available in.

   <variablelist>
    <varlistentry>
     <term><productname>Microsoft Platform SDK</productname></term>
     <listitem><para>
      It is recommended that you upgrade to the latest available version
      of the <productname>Microsoft Platform SDK</productname>, available
      for download from <ulink url="http://www.microsoft.com/downloads/"></>.
     </para>
     <para>
      You must always include the
      <application>Windows Headers and Libraries</application> part of the SDK.
      If you install the <productname>Platform SDK</productname>
      including the <application>Visual C++ Compilers</application>,
      you don't need <productname>Visual Studio</productname> to build.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term><productname>ActiveState Perl</productname></term>
     <listitem><para>
      ActiveState Perl is required to run the build generation scripts. MinGW
      or Cygwin Perl will not work. It must also be present in the PATH.
      Binaries can be downloaded from
      <ulink url="http://www.activestate.com"></> (Note: version 5.8 is required,
      the free Standard Distribution is sufficient).
     </para></listitem>
    </varlistentry>

   </variablelist>
  </para>
  <para>
   The following additional products are not required to get started,
   but are required to build the complete package. Use the
   <filename>config.pl</filename> file to specify which directories the libraries
   are available in.

   <variablelist>
    <varlistentry>
     <term><productname>ActiveState TCL</productname></term>
     <listitem><para>
      Required for building <application>PL/TCL</application> (Note: version
      8.4 is required, the free Standard Distribution is sufficient).
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term><productname>Bison</productname> and
      <productname>Flex</productname></term>
     <listitem><para>
      Bison and Flex are required to build from Git, but not required when
      building from a release file. Note that only Bison 1.875 or versions
      2.2 and later will work. Also, Flex version 2.5.31 or later is required.
      Bison can be downloaded from <ulink url="http://gnuwin32.sourceforge.net"></>.
      Flex can be downloaded from
      <ulink url="http://www.postgresql.org/ftp/misc/winflex/"></>.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term><productname>Diff</productname></term>
     <listitem><para>
      Diff is required to run the regression tests, and can be downloaded
      from <ulink url="http://gnuwin32.sourceforge.net"></>.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term><productname>Gettext</productname></term>
     <listitem><para>
      Gettext is required to build with NLS support, and can be downloaded
      from <ulink url="http://gnuwin32.sourceforge.net"></>. Note that binaries,
      dependencies and developer files are all needed.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term><productname>MIT Kerberos</productname></term>
     <listitem><para>
      Required for Kerberos authentication support. MIT Kerberos can be
      downloaded from
      <ulink url="http://web.mit.edu/Kerberos/dist/index.html"></>.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term><productname>libxml2</productname> and
      <productname>libxslt</productname></term>
     <listitem><para>
      Required for XML support. Binaries can be downloaded from
      <ulink url="http://zlatkovic.com/pub/libxml"></> or source from
      <ulink url="http://xmlsoft.org"></>. Note that libxml2 requires iconv,
      which is available from the same download location.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term><productname>openssl</productname></term>
     <listitem><para>
      Required for SSL support. Binaries can be downloaded from
      <ulink url="http://www.slproweb.com/products/Win32OpenSSL.html"></>
      or source from <ulink url="http://www.openssl.org"></>.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term><productname>ossp-uuid</productname></term>
     <listitem><para>
      Required for UUID-OSSP support (contrib only). Source can be
      downloaded from
      <ulink url="http://www.ossp.org/pkg/lib/uuid/"></>.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term><productname>Python</productname></term>
     <listitem><para>
      Required for building <application>PL/Python</application>. Binaries can
      be downloaded from <ulink url="http://www.python.org"></>.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term><productname>zlib</productname></term>
     <listitem><para>
      Required for compression support in <application>pg_dump</application>
      and <application>pg_restore</application>. Binaries can be downloaded
      from <ulink url="http://www.zlib.net"></>.
     </para></listitem>
    </varlistentry>

   </variablelist>
  </para>
 </sect2>

 <sect2>
  <title>Special Considerations for 64-bit Windows</title>

  <para>
   PostgreSQL will only build for the x64 architecture on 64-bit Windows, there
   is no support for Itanium processors.
  </para>

  <para>
   Mixing 32- and 64-bit versions in the same build tree is not supported.
   The build system will automatically detect if it's running in a 32- or
   64-bit environment, and build PostgreSQL accordingly. For this reason, it
   is important to start the correct command prompt before building.
  </para>

  <para>
   To use a server-side third party library such as <productname>python</> or
   <productname>openssl</>, this library <emphasis>must</emphasis> also be
   64-bit. There is no support for loading a 32-bit library in a 64-bit
   server. Several of the third party libraries that PostgreSQL supports may
   only be available in 32-bit versions, in which case they cannot be used with
   64-bit PostgreSQL.
  </para>
 </sect2>

 <sect2>
  <title>Building</title>

  <para>
   To build all of PostgreSQL in release configuration (the default), run the
   command:
<screen>
<userinput>build</userinput>
</screen>
   To build all of PostgreSQL in debug configuration, run the command:
<screen>
<userinput>build DEBUG</userinput>
</screen>
   To build just a single project, for example psql, run the commands:
<screen>
<userinput>build psql</userinput>
<userinput>build DEBUG psql</userinput>
</screen>
   To change the default build configuration to debug, put the following
   in the <filename>buildenv.pl</filename> file:
<programlisting>
$ENV{CONFIG}="Debug";
</programlisting>
  </para>

  <para>
   It is also possible to build from inside the Visual Studio GUI. In this
   case, you need to run:
<screen>
<userinput>perl mkvcbuild.pl</userinput>
</screen>
   from the command prompt, and then open the generated
   <filename>pgsql.sln</filename> (in the root directory of the source tree)
   in Visual Studio.
  </para>
 </sect2>

 <sect2>
  <title>Cleaning and Installing</title>

  <para>
   Most of the time, the automatic dependency tracking in Visual Studio will
   handle changed files. But if there have been large changes, you may need
   to clean the installation. To do this, simply run the
   <filename>clean.bat</filename> command, which will automatically clean out
   all generated files. You can also run it with the
   <parameter>dist</parameter> parameter, in which case it will behave like
   <userinput>make distclean</userinput> and remove the flex/bison output files
   as well.
  </para>

  <para>
   By default, all files are written into a subdirectory of the
   <filename>debug</filename> or <filename>release</filename> directories. To
   install these files using the standard layout, and also generate the files
   required to initialize and use the database, run the command:
<screen>
<userinput>install c:\destination\directory</userinput>
</screen>
  </para>
 </sect2>

 <sect2>
  <title>Running the Regression Tests</title>

  <para>
   To run the regression tests, make sure you have completed the build of all
   required parts first. Also, make sure that the DLLs required to load all
   parts of the system (such as the Perl and Python DLLs for the procedural
   languages) are present in the system path. If they are not, set it through
   the <filename>buildenv.pl</filename> file. To run the tests, run one of
   the following commands from the <filename>src\tools\msvc</filename>
   directory:
<screen>
<userinput>vcregress check</userinput>
<userinput>vcregress installcheck</userinput>
<userinput>vcregress plcheck</userinput>
<userinput>vcregress contribcheck</userinput>
</screen>

   To change the schedule used (default is parallel), append it to the
   command line like:
<screen>
<userinput>vcregress check serial</userinput>
</screen>

   For more information about the regression tests, see
   <xref linkend="regress">.
  </para>
 </sect2>

 <sect2>
  <title>Building the Documentation</title>

  <para>
   Building the PostgreSQL documentation in HTML format requires several tools
   and files. Create a root directory for all these files, and store them
   in the subdirectories in the list below.
   <variablelist>
    <varlistentry>
     <term>OpenJade 1.3.1-2</term>
     <listitem><para>
      Download from
      <ulink url="http://sourceforge.net/projects/openjade/files/openjade/1.3.1/openjade-1_3_1-2-bin.zip/download"></>
      and uncompress in the subdirectory <filename>openjade-1.3.1</filename>.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term>DocBook DTD 4.2</term>
     <listitem><para>
      Download from
      <ulink url="http://www.oasis-open.org/docbook/sgml/4.2/docbook-4.2.zip"></>
      and uncompress in the subdirectory <filename>docbook</filename>.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term>DocBook DSSSL 1.79</term>
     <listitem><para>
      Download from
      <ulink url="http://sourceforge.net/projects/docbook/files/docbook-dsssl/1.79/docbook-dsssl-1.79.zip/download"></>
      and uncompress in the subdirectory
      <filename>docbook-dsssl-1.79</filename>.
     </para></listitem>
    </varlistentry>

    <varlistentry>
     <term>ISO character entities</term>
     <listitem><para>
      Download from
      <ulink url="http://www.oasis-open.org/cover/ISOEnts.zip"></> and
      uncompress in the subdirectory <filename>docbook</filename>.
     </para></listitem>
    </varlistentry>
   </variablelist>
   Edit the <filename>buildenv.pl</filename> file, and add a variable for the
   location of the root directory, for example:
<programlisting>
$ENV{DOCROOT}='c:\docbook';
</programlisting>
   To build the documentation, run the command
   <filename>builddoc.bat</filename>. Note that this will actually run the
   build twice, in order to generate the indexes. The generated HTML files
   will be in <filename>doc\src\sgml</filename>.
  </para>
 </sect2>

 </sect1>

 <sect1 id="install-windows-libpq">
  <title>Building <application>libpq</application> with
  <productname>Visual C++</productname> or
  <productname>Borland C++</productname></title>

 <para>
  Using <productname>Visual C++ 7.1-9.0</productname> or
  <productname>Borland C++</productname> to build libpq is only recommended
  if you need a version with different debug/release flags, or if you need a
  static library to link into an application. For normal use the
  <productname>MinGW</productname> or
  <productname>Visual Studio</productname> or
  <productname>Platform SDK</productname> method is recommended.
 </para>

 <para>
  To build the <application>libpq</application> client library using
  <productname>Visual Studio 7.1 or later</productname>, change into the
  <filename>src</filename> directory and type the command:
<screen>
<userinput>nmake /f win32.mak</userinput>
</screen>
 </para>
 <para>
 To build a 64-bit version of the <application>libpq</application>
 client library using <productname>Visual Studio 8.0 or
 later</productname>, change into the <filename>src</filename>
 directory and type in the command:
<screen>
<userinput>nmake /f win32.mak CPU=AMD64</userinput>
</screen>
 See the <filename>win32.mak</filename> file for further details
 about supported variables.
 </para>

 <para>
  To build the <application>libpq</application> client library using
  <productname>Borland C++</productname>, change into the
  <filename>src</filename> directory and type the command:
<screen>
<userinput>make -N -DCFG=Release /f bcc32.mak</userinput>
</screen>
 </para>

 <sect2>
 <title>Generated Files</title>
 <para>
  The following files will be built:

  <variablelist>
   <varlistentry>
    <term><filename>interfaces\libpq\Release\libpq.dll</filename></term>
    <listitem>
     <para>
      The dynamically linkable frontend library
     </para>
    </listitem>
   </varlistentry>

   <varlistentry>
    <term><filename>interfaces\libpq\Release\libpqdll.lib</filename></term>
    <listitem>
     <para>
      Import library to link your programs to <filename>libpq.dll</filename>
     </para>
    </listitem>
   </varlistentry>

   <varlistentry>
    <term><filename>interfaces\libpq\Release\libpq.lib</filename></term>
    <listitem>
     <para>
      Static version of the frontend library
     </para>
    </listitem>
   </varlistentry>

  </variablelist>
 </para>

 <para>
  Normally you do not need to install any of the client files. You should
  place the <filename>libpq.dll</filename> file in the same directory
  as your applications executable file. Do not install
  <filename>libpq.dll</filename> into your <filename>Windows</>,
  <filename>System</> or <filename>System32</> directory unless
  absolutely necessary.
  If this file is installed using a setup program, then it should
  be installed with version checking using the
  <symbol>VERSIONINFO</symbol> resource included in the file, to
  ensure that a newer version of the library is not overwritten.
 </para>

 <para>
  If you are planning to do development using <application>libpq</application>
  on this machine, you will have to add the
  <filename>src\include</filename> and
  <filename>src\interfaces\libpq</filename> subdirectories of the source
  tree to the include path in your compiler's settings.
 </para>

 <para>
  To use the library, you must add the
  <filename>libpqdll.lib</filename> file to your project.  (In Visual
  C++, just right-click on the project and choose to add it.)
 </para>
 </sect2>
 </sect1>
</chapter>