postgresql/doc/src/sgml/extend.sgml

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<!-- doc/src/sgml/extend.sgml -->
<chapter id="extend">
<title>Extending <acronym>SQL</acronym></title>
<indexterm zone="extend">
<primary>extending SQL</primary>
</indexterm>
<para>
In the sections that follow, we will discuss how you
can extend the <productname>PostgreSQL</productname>
<acronym>SQL</acronym> query language by adding:
<itemizedlist spacing="compact" mark="bullet">
<listitem>
<para>
functions (starting in <xref linkend="xfunc"/>)
</para>
</listitem>
<listitem>
<para>
aggregates (starting in <xref linkend="xaggr"/>)
</para>
</listitem>
<listitem>
<para>
data types (starting in <xref linkend="xtypes"/>)
</para>
</listitem>
<listitem>
<para>
operators (starting in <xref linkend="xoper"/>)
</para>
</listitem>
<listitem>
<para>
operator classes for indexes (starting in <xref linkend="xindex"/>)
</para>
</listitem>
<listitem>
<para>
packages of related objects (starting in <xref linkend="extend-extensions"/>)
</para>
</listitem>
</itemizedlist>
</para>
<sect1 id="extend-how">
<title>How Extensibility Works</title>
<para>
<productname>PostgreSQL</productname> is extensible because its operation is
catalog-driven. If you are familiar with standard
relational database systems, you know that they store information
about databases, tables, columns, etc., in what are
commonly known as system catalogs. (Some systems call
this the data dictionary.) The catalogs appear to the
user as tables like any other, but the <acronym>DBMS</acronym> stores
its internal bookkeeping in them. One key difference
between <productname>PostgreSQL</productname> and standard relational database systems is
that <productname>PostgreSQL</productname> stores much more information in its
catalogs: not only information about tables and columns,
but also information about data types, functions, access
methods, and so on. These tables can be modified by
the user, and since <productname>PostgreSQL</productname> bases its operation
on these tables, this means that <productname>PostgreSQL</productname> can be
extended by users. By comparison, conventional
database systems can only be extended by changing hardcoded
procedures in the source code or by loading modules
specially written by the <acronym>DBMS</acronym> vendor.
</para>
<para>
The <productname>PostgreSQL</productname> server can moreover
incorporate user-written code into itself through dynamic loading.
That is, the user can specify an object code file (e.g., a shared
library) that implements a new type or function, and
<productname>PostgreSQL</productname> will load it as required.
Code written in <acronym>SQL</acronym> is even more trivial to add
to the server. This ability to modify its operation <quote>on the
fly</quote> makes <productname>PostgreSQL</productname> uniquely
suited for rapid prototyping of new applications and storage
structures.
</para>
</sect1>
<sect1 id="extend-type-system">
<title>The <productname>PostgreSQL</productname> Type System</title>
<indexterm zone="extend-type-system">
<primary>base type</primary>
</indexterm>
<indexterm zone="extend-type-system">
<primary>data type</primary>
<secondary>base</secondary>
</indexterm>
<indexterm zone="extend-type-system">
<primary>composite type</primary>
</indexterm>
<indexterm zone="extend-type-system">
<primary>data type</primary>
<secondary>composite</secondary>
</indexterm>
<indexterm zone="extend-type-system">
<primary>container type</primary>
</indexterm>
<indexterm zone="extend-type-system">
<primary>data type</primary>
<secondary>container</secondary>
</indexterm>
<para>
<productname>PostgreSQL</productname> data types can be divided into base
types, container types, domains, and pseudo-types.
</para>
<sect2 id="extend-type-system-base">
<title>Base Types</title>
<para>
Base types are those, like <type>integer</type>, that are
implemented below the level of the <acronym>SQL</acronym> language
(typically in a low-level language such as C). They generally
correspond to what are often known as abstract data types.
<productname>PostgreSQL</productname> can only operate on such
types through functions provided by the user and only understands
the behavior of such types to the extent that the user describes
them.
The built-in base types are described in <xref linkend="datatype"/>.
</para>
<para>
Enumerated (enum) types can be considered as a subcategory of base
types. The main difference is that they can be created using
just <acronym>SQL</acronym> commands, without any low-level programming.
Refer to <xref linkend="datatype-enum"/> for more information.
</para>
</sect2>
<sect2 id="extend-type-system-container">
<title>Container Types</title>
<para>
<productname>PostgreSQL</productname> has three kinds
of <quote>container</quote> types, which are types that contain multiple
values of other types. These are arrays, composites, and ranges.
</para>
<para>
Arrays can hold multiple values that are all of the same type. An array
type is automatically created for each base type, composite type, range
type, and domain type. But there are no arrays of arrays. So far as
the type system is concerned, multi-dimensional arrays are the same as
one-dimensional arrays. Refer to <xref linkend="arrays"/> for more
information.
</para>
<para>
Composite types, or row types, are created whenever the user
creates a table. It is also possible to use <xref
linkend="sql-createtype"/> to
define a <quote>stand-alone</quote> composite type with no associated
table. A composite type is simply a list of types with
associated field names. A value of a composite type is a row or
record of field values. Refer to <xref linkend="rowtypes"/>
for more information.
</para>
<para>
A range type can hold two values of the same type, which are the lower
and upper bounds of the range. Range types are user-created, although
a few built-in ones exist. Refer to <xref linkend="rangetypes"/>
for more information.
</para>
</sect2>
<sect2 id="extend-type-system-domains">
<title>Domains</title>
<para>
A domain is based on a particular underlying type and for many purposes
is interchangeable with its underlying type. However, a domain can have
constraints that restrict its valid values to a subset of what the
underlying type would allow. Domains are created using
the <acronym>SQL</acronym> command <xref linkend="sql-createdomain"/>.
Refer to <xref linkend="domains"/> for more information.
</para>
</sect2>
<sect2 id="extend-type-system-pseudo">
<title>Pseudo-Types</title>
<para>
There are a few <quote>pseudo-types</quote> for special purposes.
Pseudo-types cannot appear as columns of tables or components of
container types, but they can be used to declare the argument and
result types of functions. This provides a mechanism within the
type system to identify special classes of functions. <xref
linkend="datatype-pseudotypes-table"/> lists the existing
pseudo-types.
</para>
</sect2>
<sect2 id="extend-types-polymorphic">
<title>Polymorphic Types</title>
<indexterm zone="extend-types-polymorphic">
<primary>polymorphic type</primary>
</indexterm>
<indexterm zone="extend-types-polymorphic">
<primary>polymorphic function</primary>
</indexterm>
<indexterm zone="extend-types-polymorphic">
<primary>data type</primary>
<secondary>polymorphic</secondary>
</indexterm>
<indexterm zone="extend-types-polymorphic">
<primary>function</primary>
<secondary>polymorphic</secondary>
</indexterm>
<para>
Some pseudo-types of special interest are the <firstterm>polymorphic
types</firstterm>, which are used to declare <firstterm>polymorphic
functions</firstterm>. This powerful feature allows a single function
definition to operate on many different data types, with the specific
data type(s) being determined by the data types actually passed to it
in a particular call. The polymorphic types are shown in
<xref linkend="extend-types-polymorphic-table"/>. Some examples of
their use appear in <xref linkend="xfunc-sql-polymorphic-functions"/>.
</para>
<table id="extend-types-polymorphic-table">
<title>Polymorphic Types</title>
<tgroup cols="3">
<colspec colname="col1" colwidth="2*"/>
<colspec colname="col2" colwidth="1*"/>
<colspec colname="col3" colwidth="2*"/>
<thead>
<row>
<entry>Name</entry>
<entry>Family</entry>
<entry>Description</entry>
</row>
</thead>
<tbody>
<row>
<entry><type>anyelement</type></entry>
<entry>Simple</entry>
<entry>Indicates that a function accepts any data type</entry>
</row>
<row>
<entry><type>anyarray</type></entry>
<entry>Simple</entry>
<entry>Indicates that a function accepts any array data type</entry>
</row>
<row>
<entry><type>anynonarray</type></entry>
<entry>Simple</entry>
<entry>Indicates that a function accepts any non-array data type</entry>
</row>
<row>
<entry><type>anyenum</type></entry>
<entry>Simple</entry>
<entry>Indicates that a function accepts any enum data type
(see <xref linkend="datatype-enum"/>)
</entry>
</row>
<row>
<entry><type>anyrange</type></entry>
<entry>Simple</entry>
<entry>Indicates that a function accepts any range data type
(see <xref linkend="rangetypes"/>)
</entry>
</row>
<row>
<entry><type>anymultirange</type></entry>
<entry>Simple</entry>
<entry>Indicates that a function accepts any multirange data type
(see <xref linkend="rangetypes"/>)
</entry>
</row>
<row>
<entry><type>anycompatible</type></entry>
<entry>Common</entry>
<entry>Indicates that a function accepts any data type,
with automatic promotion of multiple arguments to a common data type
</entry>
</row>
<row>
<entry><type>anycompatiblearray</type></entry>
<entry>Common</entry>
<entry>Indicates that a function accepts any array data type,
with automatic promotion of multiple arguments to a common data type
</entry>
</row>
<row>
<entry><type>anycompatiblenonarray</type></entry>
<entry>Common</entry>
<entry>Indicates that a function accepts any non-array data type,
with automatic promotion of multiple arguments to a common data type
</entry>
</row>
<row>
<entry><type>anycompatiblerange</type></entry>
<entry>Common</entry>
<entry>Indicates that a function accepts any range data type,
with automatic promotion of multiple arguments to a common data type
</entry>
</row>
<row>
<entry><type>anycompatiblemultirange</type></entry>
<entry>Common</entry>
<entry>Indicates that a function accepts any multirange data type,
with automatic promotion of multiple arguments to a common data type
</entry>
</row>
</tbody>
</tgroup>
</table>
<para>
Polymorphic arguments and results are tied to each other and are resolved
to specific data types when a query calling a polymorphic function is
parsed. When there is more than one polymorphic argument, the actual
data types of the input values must match up as described below. If the
function's result type is polymorphic, or it has output parameters of
polymorphic types, the types of those results are deduced from the
actual types of the polymorphic inputs as described below.
</para>
<para>
For the <quote>simple</quote> family of polymorphic types, the
matching and deduction rules work like this:
</para>
<para>
Each position (either argument or return value) declared as
<type>anyelement</type> is allowed to have any specific actual
data type, but in any given call they must all be the
<emphasis>same</emphasis> actual type. Each
position declared as <type>anyarray</type> can have any array data type,
but similarly they must all be the same type. And similarly,
positions declared as <type>anyrange</type> must all be the same range
type. Likewise for <type>anymultirange</type>.
</para>
<para>
Furthermore, if there are
positions declared <type>anyarray</type> and others declared
<type>anyelement</type>, the actual array type in the
<type>anyarray</type> positions must be an array whose elements are
the same type appearing in the <type>anyelement</type> positions.
<type>anynonarray</type> is treated exactly the same as <type>anyelement</type>,
but adds the additional constraint that the actual type must not be
an array type.
<type>anyenum</type> is treated exactly the same as <type>anyelement</type>,
but adds the additional constraint that the actual type must
be an enum type.
</para>
<para>
Similarly, if there are positions declared <type>anyrange</type>
and others declared <type>anyelement</type> or <type>anyarray</type>,
the actual range type in the <type>anyrange</type> positions must be a
range whose subtype is the same type appearing in
the <type>anyelement</type> positions and the same as the element type
of the <type>anyarray</type> positions.
If there are positions declared <type>anymultirange</type>,
their actual multirange type must contain ranges matching parameters declared
<type>anyrange</type> and base elements matching parameters declared
<type>anyelement</type> and <type>anyarray</type>.
</para>
<para>
Thus, when more than one argument position is declared with a polymorphic
type, the net effect is that only certain combinations of actual argument
types are allowed. For example, a function declared as
<literal>equal(anyelement, anyelement)</literal> will take any two input values,
so long as they are of the same data type.
</para>
<para>
When the return value of a function is declared as a polymorphic type,
there must be at least one argument position that is also polymorphic,
and the actual data type(s) supplied for the polymorphic arguments
determine the actual
result type for that call. For example, if there were not already
an array subscripting mechanism, one could define a function that
implements subscripting as <literal>subscript(anyarray, integer)
returns anyelement</literal>. This declaration constrains the actual first
argument to be an array type, and allows the parser to infer the correct
result type from the actual first argument's type. Another example
is that a function declared as <literal>f(anyarray) returns anyenum</literal>
will only accept arrays of enum types.
</para>
<para>
In most cases, the parser can infer the actual data type for a
polymorphic result type from arguments that are of a different
polymorphic type in the same family; for example <type>anyarray</type>
can be deduced from <type>anyelement</type> or vice versa.
An exception is that a
polymorphic result of type <type>anyrange</type> requires an argument
of type <type>anyrange</type>; it cannot be deduced
from <type>anyarray</type> or <type>anyelement</type> arguments. This
is because there could be multiple range types with the same subtype.
</para>
<para>
Note that <type>anynonarray</type> and <type>anyenum</type> do not represent
separate type variables; they are the same type as
<type>anyelement</type>, just with an additional constraint. For
example, declaring a function as <literal>f(anyelement, anyenum)</literal>
is equivalent to declaring it as <literal>f(anyenum, anyenum)</literal>:
both actual arguments have to be the same enum type.
</para>
<para>
For the <quote>common</quote> family of polymorphic types, the
matching and deduction rules work approximately the same as for
the <quote>simple</quote> family, with one major difference: the
actual types of the arguments need not be identical, so long as they
can be implicitly cast to a single common type. The common type is
selected following the same rules as for <literal>UNION</literal> and
related constructs (see <xref linkend="typeconv-union-case"/>).
Selection of the common type considers the actual types
of <type>anycompatible</type> and <type>anycompatiblenonarray</type>
inputs, the array element types of <type>anycompatiblearray</type>
inputs, the range subtypes of <type>anycompatiblerange</type> inputs,
and the multirange subtypes of <type>anycompatiblemultirange</type>
inputs. If <type>anycompatiblenonarray</type> is present then the
common type is required to be a non-array type. Once a common type is
identified, arguments in <type>anycompatible</type>
and <type>anycompatiblenonarray</type> positions are automatically
cast to that type, and arguments in <type>anycompatiblearray</type>
positions are automatically cast to the array type for that type.
</para>
<para>
Since there is no way to select a range type knowing only its subtype,
use of <type>anycompatiblerange</type> and/or
<type>anycompatiblemultirange</type> requires that all arguments declared
with that type have the same actual range and/or multirange type, and that
that type's subtype agree with the selected common type, so that no casting
of the range values is required. As with <type>anyrange</type> and
<type>anymultirange</type>, use of <type>anycompatiblerange</type> and
<type>anymultirange</type> as a function result type requires that there be
an <type>anycompatiblerange</type> or <type>anycompatiblemultirange</type>
argument.
</para>
<para>
Notice that there is no <type>anycompatibleenum</type> type. Such a
type would not be very useful, since there normally are not any
implicit casts to enum types, meaning that there would be no way to
resolve a common type for dissimilar enum inputs.
</para>
<para>
The <quote>simple</quote> and <quote>common</quote> polymorphic
families represent two independent sets of type variables. Consider
for example
<programlisting>
CREATE FUNCTION myfunc(a anyelement, b anyelement,
c anycompatible, d anycompatible)
RETURNS anycompatible AS ...
</programlisting>
In an actual call of this function, the first two inputs must have
exactly the same type. The last two inputs must be promotable to a
common type, but this type need not have anything to do with the type
of the first two inputs. The result will have the common type of the
last two inputs.
</para>
<para>
A variadic function (one taking a variable number of arguments, as in
<xref linkend="xfunc-sql-variadic-functions"/>) can be
polymorphic: this is accomplished by declaring its last parameter as
<literal>VARIADIC</literal> <type>anyarray</type> or
<literal>VARIADIC</literal> <type>anycompatiblearray</type>.
For purposes of argument
matching and determining the actual result type, such a function behaves
the same as if you had written the appropriate number of
<type>anynonarray</type> or <type>anycompatiblenonarray</type>
parameters.
</para>
</sect2>
</sect1>
&xfunc;
&xaggr;
&xtypes;
&xoper;
&xindex;
<sect1 id="extend-extensions">
<title>Packaging Related Objects into an Extension</title>
<indexterm zone="extend-extensions">
<primary>extension</primary>
</indexterm>
<para>
A useful extension to <productname>PostgreSQL</productname> typically includes
multiple SQL objects; for example, a new data type will require new
functions, new operators, and probably new index operator classes.
It is helpful to collect all these objects into a single package
to simplify database management. <productname>PostgreSQL</productname> calls
such a package an <firstterm>extension</firstterm>. To define an extension,
you need at least a <firstterm>script file</firstterm> that contains the
<acronym>SQL</acronym> commands to create the extension's objects, and a
<firstterm>control file</firstterm> that specifies a few basic properties
of the extension itself. If the extension includes C code, there
will typically also be a shared library file into which the C code
has been built. Once you have these files, a simple
<link linkend="sql-createextension"><command>CREATE EXTENSION</command></link> command loads the objects into
your database.
</para>
<para>
The main advantage of using an extension, rather than just running the
<acronym>SQL</acronym> script to load a bunch of <quote>loose</quote> objects
into your database, is that <productname>PostgreSQL</productname> will then
understand that the objects of the extension go together. You can
drop all the objects with a single <link linkend="sql-dropextension"><command>DROP EXTENSION</command></link>
command (no need to maintain a separate <quote>uninstall</quote> script).
Even more useful, <application>pg_dump</application> knows that it should not
dump the individual member objects of the extension &mdash; it will
just include a <command>CREATE EXTENSION</command> command in dumps, instead.
This vastly simplifies migration to a new version of the extension
that might contain more or different objects than the old version.
Note however that you must have the extension's control, script, and
other files available when loading such a dump into a new database.
</para>
<para>
<productname>PostgreSQL</productname> will not let you drop an individual object
contained in an extension, except by dropping the whole extension.
Also, while you can change the definition of an extension member object
(for example, via <command>CREATE OR REPLACE FUNCTION</command> for a
function), bear in mind that the modified definition will not be dumped
by <application>pg_dump</application>. Such a change is usually only sensible if
you concurrently make the same change in the extension's script file.
(But there are special provisions for tables containing configuration
data; see <xref linkend="extend-extensions-config-tables"/>.)
In production situations, it's generally better to create an extension
update script to perform changes to extension member objects.
</para>
<para>
The extension script may set privileges on objects that are part of the
extension, using <command>GRANT</command> and <command>REVOKE</command>
statements. The final set of privileges for each object (if any are set)
will be stored in the
<link linkend="catalog-pg-init-privs"><structname>pg_init_privs</structname></link>
system catalog. When <application>pg_dump</application> is used, the
<command>CREATE EXTENSION</command> command will be included in the dump, followed
by the set of <command>GRANT</command> and <command>REVOKE</command>
statements necessary to set the privileges on the objects to what they were
at the time the dump was taken.
</para>
<para>
<productname>PostgreSQL</productname> does not currently support extension scripts
issuing <command>CREATE POLICY</command> or <command>SECURITY LABEL</command>
statements. These are expected to be set after the extension has been
created. All RLS policies and security labels on extension objects will be
included in dumps created by <application>pg_dump</application>.
</para>
<para>
The extension mechanism also has provisions for packaging modification
scripts that adjust the definitions of the SQL objects contained in an
extension. For example, if version 1.1 of an extension adds one function
and changes the body of another function compared to 1.0, the extension
author can provide an <firstterm>update script</firstterm> that makes just those
two changes. The <command>ALTER EXTENSION UPDATE</command> command can then
be used to apply these changes and track which version of the extension
is actually installed in a given database.
</para>
<para>
The kinds of SQL objects that can be members of an extension are shown in
the description of <link linkend="sql-alterextension"><command>ALTER EXTENSION</command></link>. Notably, objects
that are database-cluster-wide, such as databases, roles, and tablespaces,
cannot be extension members since an extension is only known within one
database. (Although an extension script is not prohibited from creating
such objects, if it does so they will not be tracked as part of the
extension.) Also notice that while a table can be a member of an
extension, its subsidiary objects such as indexes are not directly
considered members of the extension.
Another important point is that schemas can belong to extensions, but not
vice versa: an extension as such has an unqualified name and does not
exist <quote>within</quote> any schema. The extension's member objects,
however, will belong to schemas whenever appropriate for their object
types. It may or may not be appropriate for an extension to own the
schema(s) its member objects are within.
</para>
<para>
If an extension's script creates any temporary objects (such as temp
tables), those objects are treated as extension members for the
remainder of the current session, but are automatically dropped at
session end, as any temporary object would be. This is an exception
to the rule that extension member objects cannot be dropped without
dropping the whole extension.
</para>
<sect2 id="extend-extensions-files">
<title>Extension Files</title>
<indexterm>
<primary>control file</primary>
</indexterm>
<para>
The <command>CREATE EXTENSION</command> command relies on a control
file for each extension, which must be named the same as the extension
with a suffix of <literal>.control</literal>, and must be placed in the
installation's <literal>SHAREDIR/extension</literal> directory. There
must also be at least one <acronym>SQL</acronym> script file, which follows the
naming pattern
<literal><replaceable>extension</replaceable>--<replaceable>version</replaceable>.sql</literal>
(for example, <literal>foo--1.0.sql</literal> for version <literal>1.0</literal> of
extension <literal>foo</literal>). By default, the script file(s) are also
placed in the <literal>SHAREDIR/extension</literal> directory; but the
control file can specify a different directory for the script file(s).
</para>
<para>
The file format for an extension control file is the same as for the
<filename>postgresql.conf</filename> file, namely a list of
<replaceable>parameter_name</replaceable> <literal>=</literal> <replaceable>value</replaceable>
assignments, one per line. Blank lines and comments introduced by
<literal>#</literal> are allowed. Be sure to quote any value that is not
a single word or number.
</para>
<para>
A control file can set the following parameters:
</para>
<variablelist>
<varlistentry id="extend-extensions-files-directory">
<term><varname>directory</varname> (<type>string</type>)</term>
<listitem>
<para>
The directory containing the extension's <acronym>SQL</acronym> script
file(s). Unless an absolute path is given, the name is relative to
the installation's <literal>SHAREDIR</literal> directory. The
default behavior is equivalent to specifying
<literal>directory = 'extension'</literal>.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-extensions-files-default-version">
<term><varname>default_version</varname> (<type>string</type>)</term>
<listitem>
<para>
The default version of the extension (the one that will be installed
if no version is specified in <command>CREATE EXTENSION</command>). Although
this can be omitted, that will result in <command>CREATE EXTENSION</command>
failing if no <literal>VERSION</literal> option appears, so you generally
don't want to do that.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-extensions-files-comment">
<term><varname>comment</varname> (<type>string</type>)</term>
<listitem>
<para>
A comment (any string) about the extension. The comment is applied
when initially creating an extension, but not during extension updates
(since that might override user-added comments). Alternatively,
the extension's comment can be set by writing
a <xref linkend="sql-comment"/> command in the script file.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-extensions-files-encoding">
<term><varname>encoding</varname> (<type>string</type>)</term>
<listitem>
<para>
The character set encoding used by the script file(s). This should
be specified if the script files contain any non-ASCII characters.
Otherwise the files will be assumed to be in the database encoding.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-extensions-files-module-pathname">
<term><varname>module_pathname</varname> (<type>string</type>)</term>
<listitem>
<para>
The value of this parameter will be substituted for each occurrence
of <literal>MODULE_PATHNAME</literal> in the script file(s). If it is not
set, no substitution is made. Typically, this is set to
<literal>$libdir/<replaceable>shared_library_name</replaceable></literal> and
then <literal>MODULE_PATHNAME</literal> is used in <command>CREATE
FUNCTION</command> commands for C-language functions, so that the script
files do not need to hard-wire the name of the shared library.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-extensions-files-requires">
<term><varname>requires</varname> (<type>string</type>)</term>
<listitem>
<para>
A list of names of extensions that this extension depends on,
for example <literal>requires = 'foo, bar'</literal>. Those
extensions must be installed before this one can be installed.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-extensions-files-no-relocate">
<term><varname>no_relocate</varname> (<type>string</type>)</term>
<listitem>
<para>
A list of names of extensions that this extension depends on that
should be barred from changing their schemas via <command>ALTER
EXTENSION ... SET SCHEMA</command>.
This is needed if this extension's script references the name
of a required extension's schema (using
the <literal>@extschema:<replaceable>name</replaceable>@</literal>
syntax) in a way that cannot track renames.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-extensions-files-superuser">
<term><varname>superuser</varname> (<type>boolean</type>)</term>
<listitem>
<para>
If this parameter is <literal>true</literal> (which is the default),
only superusers can create the extension or update it to a new
version (but see also <varname>trusted</varname>, below).
If it is set to <literal>false</literal>, just the privileges
required to execute the commands in the installation or update script
are required.
This should normally be set to <literal>true</literal> if any of the
script commands require superuser privileges. (Such commands would
fail anyway, but it's more user-friendly to give the error up front.)
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-extensions-files-trusted">
<term><varname>trusted</varname> (<type>boolean</type>)</term>
<listitem>
<para>
This parameter, if set to <literal>true</literal> (which is not the
default), allows some non-superusers to install an extension that
has <varname>superuser</varname> set to <literal>true</literal>.
Specifically, installation will be permitted for anyone who has
<literal>CREATE</literal> privilege on the current database.
When the user executing <command>CREATE EXTENSION</command> is not
a superuser but is allowed to install by virtue of this parameter,
then the installation or update script is run as the bootstrap
superuser, not as the calling user.
This parameter is irrelevant if <varname>superuser</varname> is
<literal>false</literal>.
Generally, this should not be set true for extensions that could
allow access to otherwise-superuser-only abilities, such as
file system access.
Also, marking an extension trusted requires significant extra effort
to write the extension's installation and update script(s) securely;
see <xref linkend="extend-extensions-security"/>.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-extensions-files-relocatable">
<term><varname>relocatable</varname> (<type>boolean</type>)</term>
<listitem>
<para>
An extension is <firstterm>relocatable</firstterm> if it is possible to move
its contained objects into a different schema after initial creation
of the extension. The default is <literal>false</literal>, i.e., the
extension is not relocatable.
See <xref linkend="extend-extensions-relocation"/> for more information.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-extensions-files-schema">
<term><varname>schema</varname> (<type>string</type>)</term>
<listitem>
<para>
This parameter can only be set for non-relocatable extensions.
It forces the extension to be loaded into exactly the named schema
and not any other.
The <varname>schema</varname> parameter is consulted only when
initially creating an extension, not during extension updates.
See <xref linkend="extend-extensions-relocation"/> for more information.
</para>
</listitem>
</varlistentry>
</variablelist>
<para>
In addition to the primary control file
<literal><replaceable>extension</replaceable>.control</literal>,
an extension can have secondary control files named in the style
<literal><replaceable>extension</replaceable>--<replaceable>version</replaceable>.control</literal>.
If supplied, these must be located in the script file directory.
Secondary control files follow the same format as the primary control
file. Any parameters set in a secondary control file override the
primary control file when installing or updating to that version of
the extension. However, the parameters <varname>directory</varname> and
<varname>default_version</varname> cannot be set in a secondary control file.
</para>
<para>
An extension's <acronym>SQL</acronym> script files can contain any SQL commands,
except for transaction control commands (<command>BEGIN</command>,
<command>COMMIT</command>, etc.) and commands that cannot be executed inside a
transaction block (such as <command>VACUUM</command>). This is because the
script files are implicitly executed within a transaction block.
</para>
<para>
An extension's <acronym>SQL</acronym> script files can also contain lines
beginning with <literal>\echo</literal>, which will be ignored (treated as
comments) by the extension mechanism. This provision is commonly used
to throw an error if the script file is fed to <application>psql</application>
rather than being loaded via <command>CREATE EXTENSION</command> (see example
script in <xref linkend="extend-extensions-example"/>).
Without that, users might accidentally load the
extension's contents as <quote>loose</quote> objects rather than as an
extension, a state of affairs that's a bit tedious to recover from.
</para>
<para>
If the extension script contains the
string <literal>@extowner@</literal>, that string is replaced with the
(suitably quoted) name of the user calling <command>CREATE
EXTENSION</command> or <command>ALTER EXTENSION</command>. Typically
this feature is used by extensions that are marked trusted to assign
ownership of selected objects to the calling user rather than the
bootstrap superuser. (One should be careful about doing so, however.
For example, assigning ownership of a C-language function to a
non-superuser would create a privilege escalation path for that user.)
</para>
<para>
While the script files can contain any characters allowed by the specified
encoding, control files should contain only plain ASCII, because there
is no way for <productname>PostgreSQL</productname> to know what encoding a
control file is in. In practice this is only an issue if you want to
use non-ASCII characters in the extension's comment. Recommended
practice in that case is to not use the control file <varname>comment</varname>
parameter, but instead use <command>COMMENT ON EXTENSION</command>
within a script file to set the comment.
</para>
</sect2>
<sect2 id="extend-extensions-relocation">
<title>Extension Relocatability</title>
<para>
Users often wish to load the objects contained in an extension into a
different schema than the extension's author had in mind. There are
three supported levels of relocatability:
</para>
<itemizedlist>
<listitem>
<para>
A fully relocatable extension can be moved into another schema
at any time, even after it's been loaded into a database.
This is done with the <command>ALTER EXTENSION SET SCHEMA</command>
command, which automatically renames all the member objects into
the new schema. Normally, this is only possible if the extension
contains no internal assumptions about what schema any of its
objects are in. Also, the extension's objects must all be in one
schema to begin with (ignoring objects that do not belong to any
schema, such as procedural languages). Mark a fully relocatable
extension by setting <literal>relocatable = true</literal> in its control
file.
</para>
</listitem>
<listitem>
<para>
An extension might be relocatable during installation but not
afterwards. This is typically the case if the extension's script
file needs to reference the target schema explicitly, for example
in setting <literal>search_path</literal> properties for SQL functions.
For such an extension, set <literal>relocatable = false</literal> in its
control file, and use <literal>@extschema@</literal> to refer to the target
schema in the script file. All occurrences of this string will be
replaced by the actual target schema's name (double-quoted if
necessary) before the script is executed. The user can set the
target schema using the
<literal>SCHEMA</literal> option of <command>CREATE EXTENSION</command>.
</para>
</listitem>
<listitem>
<para>
If the extension does not support relocation at all, set
<literal>relocatable = false</literal> in its control file, and also set
<literal>schema</literal> to the name of the intended target schema. This
will prevent use of the <literal>SCHEMA</literal> option of <command>CREATE
EXTENSION</command>, unless it specifies the same schema named in the control
file. This choice is typically necessary if the extension contains
internal assumptions about its schema name that can't be replaced by
uses of <literal>@extschema@</literal>. The <literal>@extschema@</literal>
substitution mechanism is available in this case too, although it is
of limited use since the schema name is determined by the control file.
</para>
</listitem>
</itemizedlist>
<para>
In all cases, the script file will be executed with
<xref linkend="guc-search-path"/> initially set to point to the target
schema; that is, <command>CREATE EXTENSION</command> does the equivalent of
this:
<programlisting>
SET LOCAL search_path TO @extschema@, pg_temp;
</programlisting>
This allows the objects created by the script file to go into the target
schema. The script file can change <varname>search_path</varname> if it wishes,
but that is generally undesirable. <varname>search_path</varname> is restored
to its previous setting upon completion of <command>CREATE EXTENSION</command>.
</para>
<para>
The target schema is determined by the <varname>schema</varname> parameter in
the control file if that is given, otherwise by the <literal>SCHEMA</literal>
option of <command>CREATE EXTENSION</command> if that is given, otherwise the
current default object creation schema (the first one in the caller's
<varname>search_path</varname>). When the control file <varname>schema</varname>
parameter is used, the target schema will be created if it doesn't
already exist, but in the other two cases it must already exist.
</para>
<para>
If any prerequisite extensions are listed in <varname>requires</varname>
in the control file, their target schemas are added to the initial
setting of <varname>search_path</varname>, following the new
extension's target schema. This allows their objects to be visible to
the new extension's script file.
</para>
<para>
For security, <literal>pg_temp</literal> is automatically appended to
the end of <varname>search_path</varname> in all cases.
</para>
<para>
Although a non-relocatable extension can contain objects spread across
multiple schemas, it is usually desirable to place all the objects meant
for external use into a single schema, which is considered the extension's
target schema. Such an arrangement works conveniently with the default
setting of <varname>search_path</varname> during creation of dependent
extensions.
</para>
<para>
If an extension references objects belonging to another extension,
it is recommended to schema-qualify those references. To do that,
write <literal>@extschema:<replaceable>name</replaceable>@</literal>
in the extension's script file, where <replaceable>name</replaceable>
is the name of the other extension (which must be listed in this
extension's <literal>requires</literal> list). This string will be
replaced by the name (double-quoted if necessary) of that extension's
target schema.
Although this notation avoids the need to make hard-wired assumptions
about schema names in the extension's script file, its use may embed
the other extension's schema name into the installed objects of this
extension. (Typically, that happens
when <literal>@extschema:<replaceable>name</replaceable>@</literal> is
used inside a string literal, such as a function body or
a <varname>search_path</varname> setting. In other cases, the object
reference is reduced to an OID during parsing and does not require
subsequent lookups.) If the other extension's schema name is so
embedded, you should prevent the other extension from being relocated
after yours is installed, by adding the name of the other extension to
this one's <literal>no_relocate</literal> list.
</para>
</sect2>
<sect2 id="extend-extensions-config-tables">
<title>Extension Configuration Tables</title>
<para>
Some extensions include configuration tables, which contain data that
might be added or changed by the user after installation of the
extension. Ordinarily, if a table is part of an extension, neither
the table's definition nor its content will be dumped by
<application>pg_dump</application>. But that behavior is undesirable for a
configuration table; any data changes made by the user need to be
included in dumps, or the extension will behave differently after a dump
and restore.
</para>
<indexterm>
<primary>pg_extension_config_dump</primary>
</indexterm>
<para>
To solve this problem, an extension's script file can mark a table
or a sequence it has created as a configuration relation, which will
cause <application>pg_dump</application> to include the table's or the sequence's
contents (not its definition) in dumps. To do that, call the function
<function>pg_extension_config_dump(regclass, text)</function> after creating the
table or the sequence, for example
<programlisting>
CREATE TABLE my_config (key text, value text);
CREATE SEQUENCE my_config_seq;
SELECT pg_catalog.pg_extension_config_dump('my_config', '');
SELECT pg_catalog.pg_extension_config_dump('my_config_seq', '');
</programlisting>
Any number of tables or sequences can be marked this way. Sequences
associated with <type>serial</type> or <type>bigserial</type> columns can
be marked as well.
</para>
<para>
When the second argument of <function>pg_extension_config_dump</function> is
an empty string, the entire contents of the table are dumped by
<application>pg_dump</application>. This is usually only correct if the table
is initially empty as created by the extension script. If there is
a mixture of initial data and user-provided data in the table,
the second argument of <function>pg_extension_config_dump</function> provides
a <literal>WHERE</literal> condition that selects the data to be dumped.
For example, you might do
<programlisting>
CREATE TABLE my_config (key text, value text, standard_entry boolean);
SELECT pg_catalog.pg_extension_config_dump('my_config', 'WHERE NOT standard_entry');
</programlisting>
and then make sure that <structfield>standard_entry</structfield> is true only
in the rows created by the extension's script.
</para>
<para>
For sequences, the second argument of <function>pg_extension_config_dump</function>
has no effect.
</para>
<para>
More complicated situations, such as initially-provided rows that might
be modified by users, can be handled by creating triggers on the
configuration table to ensure that modified rows are marked correctly.
</para>
<para>
You can alter the filter condition associated with a configuration table
by calling <function>pg_extension_config_dump</function> again. (This would
typically be useful in an extension update script.) The only way to mark
a table as no longer a configuration table is to dissociate it from the
extension with <command>ALTER EXTENSION ... DROP TABLE</command>.
</para>
<para>
Note that foreign key relationships between these tables will dictate the
order in which the tables are dumped out by pg_dump. Specifically, pg_dump
will attempt to dump the referenced-by table before the referencing table.
As the foreign key relationships are set up at CREATE EXTENSION time (prior
to data being loaded into the tables) circular dependencies are not
supported. When circular dependencies exist, the data will still be dumped
out but the dump will not be able to be restored directly and user
intervention will be required.
</para>
<para>
Sequences associated with <type>serial</type> or <type>bigserial</type> columns
need to be directly marked to dump their state. Marking their parent
relation is not enough for this purpose.
</para>
</sect2>
<sect2 id="extend-extensions-updates">
<title>Extension Updates</title>
<para>
One advantage of the extension mechanism is that it provides convenient
ways to manage updates to the SQL commands that define an extension's
objects. This is done by associating a version name or number with
each released version of the extension's installation script.
In addition, if you want users to be able to update their databases
dynamically from one version to the next, you should provide
<firstterm>update scripts</firstterm> that make the necessary changes to go from
one version to the next. Update scripts have names following the pattern
<literal><replaceable>extension</replaceable>--<replaceable>old_version</replaceable>--<replaceable>target_version</replaceable>.sql</literal>
(for example, <literal>foo--1.0--1.1.sql</literal> contains the commands to modify
version <literal>1.0</literal> of extension <literal>foo</literal> into version
<literal>1.1</literal>).
</para>
<para>
Given that a suitable update script is available, the command
<command>ALTER EXTENSION UPDATE</command> will update an installed extension
to the specified new version. The update script is run in the same
environment that <command>CREATE EXTENSION</command> provides for installation
scripts: in particular, <varname>search_path</varname> is set up in the same
way, and any new objects created by the script are automatically added
to the extension. Also, if the script chooses to drop extension member
objects, they are automatically dissociated from the extension.
</para>
<para>
If an extension has secondary control files, the control parameters
that are used for an update script are those associated with the script's
target (new) version.
</para>
<para>
<command>ALTER EXTENSION</command> is able to execute sequences of update
script files to achieve a requested update. For example, if only
<literal>foo--1.0--1.1.sql</literal> and <literal>foo--1.1--2.0.sql</literal> are
available, <command>ALTER EXTENSION</command> will apply them in sequence if an
update to version <literal>2.0</literal> is requested when <literal>1.0</literal> is
currently installed.
</para>
<para>
<productname>PostgreSQL</productname> doesn't assume anything about the properties
of version names: for example, it does not know whether <literal>1.1</literal>
follows <literal>1.0</literal>. It just matches up the available version names
and follows the path that requires applying the fewest update scripts.
(A version name can actually be any string that doesn't contain
<literal>--</literal> or leading or trailing <literal>-</literal>.)
</para>
<para>
Sometimes it is useful to provide <quote>downgrade</quote> scripts, for
example <literal>foo--1.1--1.0.sql</literal> to allow reverting the changes
associated with version <literal>1.1</literal>. If you do that, be careful
of the possibility that a downgrade script might unexpectedly
get applied because it yields a shorter path. The risky case is where
there is a <quote>fast path</quote> update script that jumps ahead several
versions as well as a downgrade script to the fast path's start point.
It might take fewer steps to apply the downgrade and then the fast
path than to move ahead one version at a time. If the downgrade script
drops any irreplaceable objects, this will yield undesirable results.
</para>
<para>
To check for unexpected update paths, use this command:
<programlisting>
SELECT * FROM pg_extension_update_paths('<replaceable>extension_name</replaceable>');
</programlisting>
This shows each pair of distinct known version names for the specified
extension, together with the update path sequence that would be taken to
get from the source version to the target version, or <literal>NULL</literal> if
there is no available update path. The path is shown in textual form
with <literal>--</literal> separators. You can use
<literal>regexp_split_to_array(path,'--')</literal> if you prefer an array
format.
</para>
</sect2>
<sect2 id="extend-extensions-update-scripts">
<title>Installing Extensions Using Update Scripts</title>
<para>
An extension that has been around for awhile will probably exist in
several versions, for which the author will need to write update scripts.
For example, if you have released a <literal>foo</literal> extension in
versions <literal>1.0</literal>, <literal>1.1</literal>, and <literal>1.2</literal>, there
should be update scripts <filename>foo--1.0--1.1.sql</filename>
and <filename>foo--1.1--1.2.sql</filename>.
Before <productname>PostgreSQL</productname> 10, it was necessary to also create
new script files <filename>foo--1.1.sql</filename> and <filename>foo--1.2.sql</filename>
that directly build the newer extension versions, or else the newer
versions could not be installed directly, only by
installing <literal>1.0</literal> and then updating. That was tedious and
duplicative, but now it's unnecessary, because <command>CREATE
EXTENSION</command> can follow update chains automatically.
For example, if only the script
files <filename>foo--1.0.sql</filename>, <filename>foo--1.0--1.1.sql</filename>,
and <filename>foo--1.1--1.2.sql</filename> are available then a request to
install version <literal>1.2</literal> is honored by running those three
scripts in sequence. The processing is the same as if you'd first
installed <literal>1.0</literal> and then updated to <literal>1.2</literal>.
(As with <command>ALTER EXTENSION UPDATE</command>, if multiple pathways are
available then the shortest is preferred.) Arranging an extension's
script files in this style can reduce the amount of maintenance effort
needed to produce small updates.
</para>
<para>
If you use secondary (version-specific) control files with an extension
maintained in this style, keep in mind that each version needs a control
file even if it has no stand-alone installation script, as that control
file will determine how the implicit update to that version is performed.
For example, if <filename>foo--1.0.control</filename> specifies <literal>requires
= 'bar'</literal> but <literal>foo</literal>'s other control files do not, the
extension's dependency on <literal>bar</literal> will be dropped when updating
from <literal>1.0</literal> to another version.
</para>
</sect2>
<sect2 id="extend-extensions-security">
<title>Security Considerations for Extensions</title>
<para>
Widely-distributed extensions should assume little about the database
they occupy. Therefore, it's appropriate to write functions provided
by an extension in a secure style that cannot be compromised by
search-path-based attacks.
</para>
<para>
An extension that has the <varname>superuser</varname> property set to
true must also consider security hazards for the actions taken within
its installation and update scripts. It is not terribly difficult for
a malicious user to create trojan-horse objects that will compromise
later execution of a carelessly-written extension script, allowing that
user to acquire superuser privileges.
</para>
<para>
If an extension is marked <varname>trusted</varname>, then its
installation schema can be selected by the installing user, who might
intentionally use an insecure schema in hopes of gaining superuser
privileges. Therefore, a trusted extension is extremely exposed from a
security standpoint, and all its script commands must be carefully
examined to ensure that no compromise is possible.
</para>
<para>
Advice about writing functions securely is provided in
<xref linkend="extend-extensions-security-funcs"/> below, and advice
about writing installation scripts securely is provided in
<xref linkend="extend-extensions-security-scripts"/>.
</para>
<sect3 id="extend-extensions-security-funcs">
<title>Security Considerations for Extension Functions</title>
<para>
SQL-language and PL-language functions provided by extensions are at
risk of search-path-based attacks when they are executed, since
parsing of these functions occurs at execution time not creation time.
</para>
<para>
The <link linkend="sql-createfunction-security"><command>CREATE
FUNCTION</command></link> reference page contains advice about
writing <literal>SECURITY DEFINER</literal> functions safely. It's
good practice to apply those techniques for any function provided by
an extension, since the function might be called by a high-privilege
user.
</para>
<!-- XXX It's not enough to use qualified names, because one might write a
qualified name to an object that itself uses unqualified names. Many
information_schema functions have that defect, for example. However,
that's a defect in the referenced object, and relatively few queries
will be affected. Also, we direct applications to secure search_path
when connecting to an untrusted database; if applications do that,
they are immune to known attacks even if some extension refers to a
defective object. Therefore, guide extension authors as though core
PostgreSQL contained no such defect. -->
<para>
If you cannot set the <varname>search_path</varname> to contain only
secure schemas, assume that each unqualified name could resolve to an
object that a malicious user has defined. Beware of constructs that
depend on <varname>search_path</varname> implicitly; for
example, <token>IN</token>
and <literal>CASE <replaceable>expression</replaceable> WHEN</literal>
always select an operator using the search path. In their place, use
<literal>OPERATOR(<replaceable>schema</replaceable>.=) ANY</literal>
and <literal>CASE WHEN <replaceable>expression</replaceable></literal>.
</para>
<para>
A general-purpose extension usually should not assume that it's been
installed into a secure schema, which means that even schema-qualified
references to its own objects are not entirely risk-free. For
example, if the extension has defined a
function <literal>myschema.myfunc(bigint)</literal> then a call such
as <literal>myschema.myfunc(42)</literal> could be captured by a
hostile function <literal>myschema.myfunc(integer)</literal>. Be
careful that the data types of function and operator parameters exactly
match the declared argument types, using explicit casts where necessary.
</para>
</sect3>
<sect3 id="extend-extensions-security-scripts">
<title>Security Considerations for Extension Scripts</title>
<para>
An extension installation or update script should be written to guard
against search-path-based attacks occurring when the script executes.
If an object reference in the script can be made to resolve to some
other object than the script author intended, then a compromise might
occur immediately, or later when the mis-defined extension object is
used.
</para>
<para>
DDL commands such as <command>CREATE FUNCTION</command>
and <command>CREATE OPERATOR CLASS</command> are generally secure,
but beware of any command having a general-purpose expression as a
component. For example, <command>CREATE VIEW</command> needs to be
vetted, as does a <literal>DEFAULT</literal> expression
in <command>CREATE FUNCTION</command>.
</para>
<para>
Sometimes an extension script might need to execute general-purpose
SQL, for example to make catalog adjustments that aren't possible via
DDL. Be careful to execute such commands with a
secure <varname>search_path</varname>; do <emphasis>not</emphasis>
trust the path provided by <command>CREATE/ALTER EXTENSION</command>
to be secure. Best practice is to temporarily
set <varname>search_path</varname> to <literal>'pg_catalog,
pg_temp'</literal> and insert references to the extension's
installation schema explicitly where needed. (This practice might
also be helpful for creating views.) Examples can be found in
the <filename>contrib</filename> modules in
the <productname>PostgreSQL</productname> source code distribution.
</para>
<para>
Cross-extension references are extremely difficult to make fully
secure, partially because of uncertainty about which schema the other
extension is in. The hazards are reduced if both extensions are
installed in the same schema, because then a hostile object cannot be
placed ahead of the referenced extension in the installation-time
<varname>search_path</varname>. However, no mechanism currently exists
to require that. For now, best practice is to not mark an extension
trusted if it depends on another one, unless that other one is always
installed in <literal>pg_catalog</literal>.
</para>
</sect3>
</sect2>
<sect2 id="extend-extensions-example">
<title>Extension Example</title>
<para>
Here is a complete example of an <acronym>SQL</acronym>-only
extension, a two-element composite type that can store any type of value
in its slots, which are named <quote>k</quote> and <quote>v</quote>. Non-text
values are automatically coerced to text for storage.
</para>
<para>
The script file <filename>pair--1.0.sql</filename> looks like this:
<programlisting><![CDATA[
-- complain if script is sourced in psql, rather than via CREATE EXTENSION
\echo Use "CREATE EXTENSION pair" to load this file. \quit
CREATE TYPE pair AS ( k text, v text );
CREATE FUNCTION pair(text, text)
RETURNS pair LANGUAGE SQL AS 'SELECT ROW($1, $2)::@extschema@.pair;';
CREATE OPERATOR ~> (LEFTARG = text, RIGHTARG = text, FUNCTION = pair);
-- "SET search_path" is easy to get right, but qualified names perform better.
CREATE FUNCTION lower(pair)
RETURNS pair LANGUAGE SQL
AS 'SELECT ROW(lower($1.k), lower($1.v))::@extschema@.pair;'
SET search_path = pg_temp;
CREATE FUNCTION pair_concat(pair, pair)
RETURNS pair LANGUAGE SQL
AS 'SELECT ROW($1.k OPERATOR(pg_catalog.||) $2.k,
$1.v OPERATOR(pg_catalog.||) $2.v)::@extschema@.pair;';
]]>
</programlisting>
</para>
<para>
The control file <filename>pair.control</filename> looks like this:
<programlisting>
# pair extension
comment = 'A key/value pair data type'
default_version = '1.0'
# cannot be relocatable because of use of @extschema@
relocatable = false
</programlisting>
</para>
<para>
While you hardly need a makefile to install these two files into the
correct directory, you could use a <filename>Makefile</filename> containing this:
<programlisting>
EXTENSION = pair
DATA = pair--1.0.sql
PG_CONFIG = pg_config
PGXS := $(shell $(PG_CONFIG) --pgxs)
include $(PGXS)
</programlisting>
This makefile relies on <acronym>PGXS</acronym>, which is described
in <xref linkend="extend-pgxs"/>. The command <literal>make install</literal>
will install the control and script files into the correct
directory as reported by <application>pg_config</application>.
</para>
<para>
Once the files are installed, use the
<command>CREATE EXTENSION</command> command to load the objects into
any particular database.
</para>
</sect2>
</sect1>
<sect1 id="extend-pgxs">
<title>Extension Building Infrastructure</title>
<indexterm zone="extend-pgxs">
<primary>pgxs</primary>
</indexterm>
<para>
If you are thinking about distributing your
<productname>PostgreSQL</productname> extension modules, setting up a
portable build system for them can be fairly difficult. Therefore
the <productname>PostgreSQL</productname> installation provides a build
infrastructure for extensions, called <acronym>PGXS</acronym>, so
that simple extension modules can be built simply against an
already installed server. <acronym>PGXS</acronym> is mainly intended
for extensions that include C code, although it can be used for
pure-SQL extensions too. Note that <acronym>PGXS</acronym> is not
intended to be a universal build system framework that can be used
to build any software interfacing to <productname>PostgreSQL</productname>;
it simply automates common build rules for simple server extension
modules. For more complicated packages, you might need to write your
own build system.
</para>
<para>
To use the <acronym>PGXS</acronym> infrastructure for your extension,
you must write a simple makefile.
In the makefile, you need to set some variables
and include the global <acronym>PGXS</acronym> makefile.
Here is an example that builds an extension module named
<literal>isbn_issn</literal>, consisting of a shared library containing
some C code, an extension control file, an SQL script, an include file
(only needed if other modules might need to access the extension functions
without going via SQL), and a documentation text file:
<programlisting>
MODULES = isbn_issn
EXTENSION = isbn_issn
DATA = isbn_issn--1.0.sql
DOCS = README.isbn_issn
HEADERS_isbn_issn = isbn_issn.h
PG_CONFIG = pg_config
PGXS := $(shell $(PG_CONFIG) --pgxs)
include $(PGXS)
</programlisting>
The last three lines should always be the same. Earlier in the
file, you assign variables or add custom
<application>make</application> rules.
</para>
<para>
Set one of these three variables to specify what is built:
<variablelist>
<varlistentry id="extend-pgxs-modules">
<term><varname>MODULES</varname></term>
<listitem>
<para>
list of shared-library objects to be built from source files with same
stem (do not include library suffixes in this list)
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-module-big">
<term><varname>MODULE_big</varname></term>
<listitem>
<para>
a shared library to build from multiple source files
(list object files in <varname>OBJS</varname>)
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-program">
<term><varname>PROGRAM</varname></term>
<listitem>
<para>
an executable program to build
(list object files in <varname>OBJS</varname>)
</para>
</listitem>
</varlistentry>
</variablelist>
The following variables can also be set:
<variablelist>
<varlistentry id="extend-pgxs-extension">
<term><varname>EXTENSION</varname></term>
<listitem>
<para>
extension name(s); for each name you must provide an
<literal><replaceable>extension</replaceable>.control</literal> file,
which will be installed into
<literal><replaceable>prefix</replaceable>/share/extension</literal>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-moduledir">
<term><varname>MODULEDIR</varname></term>
<listitem>
<para>
subdirectory of <literal><replaceable>prefix</replaceable>/share</literal>
into which DATA and DOCS files should be installed
(if not set, default is <literal>extension</literal> if
<varname>EXTENSION</varname> is set,
or <literal>contrib</literal> if not)
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-data">
<term><varname>DATA</varname></term>
<listitem>
<para>
random files to install into <literal><replaceable>prefix</replaceable>/share/$MODULEDIR</literal>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-data-built">
<term><varname>DATA_built</varname></term>
<listitem>
<para>
random files to install into
<literal><replaceable>prefix</replaceable>/share/$MODULEDIR</literal>,
which need to be built first
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-data-tsearch">
<term><varname>DATA_TSEARCH</varname></term>
<listitem>
<para>
random files to install under
<literal><replaceable>prefix</replaceable>/share/tsearch_data</literal>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-docs">
<term><varname>DOCS</varname></term>
<listitem>
<para>
random files to install under
<literal><replaceable>prefix</replaceable>/doc/$MODULEDIR</literal>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-headers">
<term><varname>HEADERS</varname></term>
<term><varname>HEADERS_built</varname></term>
<listitem>
<para>
Files to (optionally build and) install under
<literal><replaceable>prefix</replaceable>/include/server/$MODULEDIR/$MODULE_big</literal>.
</para>
<para>
Unlike <literal>DATA_built</literal>, files in <literal>HEADERS_built</literal>
are not removed by the <literal>clean</literal> target; if you want them removed,
also add them to <literal>EXTRA_CLEAN</literal> or add your own rules to do it.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-headers-module">
<term><varname>HEADERS_$MODULE</varname></term>
<term><varname>HEADERS_built_$MODULE</varname></term>
<listitem>
<para>
Files to install (after building if specified) under
<literal><replaceable>prefix</replaceable>/include/server/$MODULEDIR/$MODULE</literal>,
where <literal>$MODULE</literal> must be a module name used
in <literal>MODULES</literal> or <literal>MODULE_big</literal>.
</para>
<para>
Unlike <literal>DATA_built</literal>, files in <literal>HEADERS_built_$MODULE</literal>
are not removed by the <literal>clean</literal> target; if you want them removed,
also add them to <literal>EXTRA_CLEAN</literal> or add your own rules to do it.
</para>
<para>
It is legal to use both variables for the same module, or any
combination, unless you have two module names in the
<literal>MODULES</literal> list that differ only by the presence of a
prefix <literal>built_</literal>, which would cause ambiguity. In
that (hopefully unlikely) case, you should use only the
<literal>HEADERS_built_$MODULE</literal> variables.
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-scripts">
<term><varname>SCRIPTS</varname></term>
<listitem>
<para>
script files (not binaries) to install into
<literal><replaceable>prefix</replaceable>/bin</literal>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-scripts-built">
<term><varname>SCRIPTS_built</varname></term>
<listitem>
<para>
script files (not binaries) to install into
<literal><replaceable>prefix</replaceable>/bin</literal>,
which need to be built first
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-regress">
<term><varname>REGRESS</varname></term>
<listitem>
<para>
list of regression test cases (without suffix), see below
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-regress-opts">
<term><varname>REGRESS_OPTS</varname></term>
<listitem>
<para>
additional switches to pass to <application>pg_regress</application>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-isolation">
<term><varname>ISOLATION</varname></term>
<listitem>
<para>
list of isolation test cases, see below for more details
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-isolation-opts">
<term><varname>ISOLATION_OPTS</varname></term>
<listitem>
<para>
additional switches to pass to
<application>pg_isolation_regress</application>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-tap-tests">
<term><varname>TAP_TESTS</varname></term>
<listitem>
<para>
switch defining if TAP tests need to be run, see below
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-no-install">
<term><varname>NO_INSTALL</varname></term>
<listitem>
<para>
don't define an <literal>install</literal> target, useful for test
modules that don't need their build products to be installed
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-no-installcheck">
<term><varname>NO_INSTALLCHECK</varname></term>
<listitem>
<para>
don't define an <literal>installcheck</literal> target, useful e.g., if tests require special configuration, or don't use <application>pg_regress</application>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-extra-clean">
<term><varname>EXTRA_CLEAN</varname></term>
<listitem>
<para>
extra files to remove in <literal>make clean</literal>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-pg-cppflags">
<term><varname>PG_CPPFLAGS</varname></term>
<listitem>
<para>
will be prepended to <varname>CPPFLAGS</varname>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-pg-cflags">
<term><varname>PG_CFLAGS</varname></term>
<listitem>
<para>
will be appended to <varname>CFLAGS</varname>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-pg-cxxflags">
<term><varname>PG_CXXFLAGS</varname></term>
<listitem>
<para>
will be appended to <varname>CXXFLAGS</varname>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-pg-ldflags">
<term><varname>PG_LDFLAGS</varname></term>
<listitem>
<para>
will be prepended to <varname>LDFLAGS</varname>
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-pg-libs">
<term><varname>PG_LIBS</varname></term>
<listitem>
<para>
will be added to <varname>PROGRAM</varname> link line
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-shlib-link">
<term><varname>SHLIB_LINK</varname></term>
<listitem>
<para>
will be added to <varname>MODULE_big</varname> link line
</para>
</listitem>
</varlistentry>
<varlistentry id="extend-pgxs-pg-config">
<term><varname>PG_CONFIG</varname></term>
<listitem>
<para>
path to <application>pg_config</application> program for the
<productname>PostgreSQL</productname> installation to build against
(typically just <literal>pg_config</literal> to use the first one in your
<varname>PATH</varname>)
</para>
</listitem>
</varlistentry>
</variablelist>
</para>
<para>
Put this makefile as <literal>Makefile</literal> in the directory
which holds your extension. Then you can do
<literal>make</literal> to compile, and then <literal>make
install</literal> to install your module. By default, the extension is
compiled and installed for the
<productname>PostgreSQL</productname> installation that
corresponds to the first <command>pg_config</command> program
found in your <varname>PATH</varname>. You can use a different installation by
setting <varname>PG_CONFIG</varname> to point to its
<command>pg_config</command> program, either within the makefile
or on the <literal>make</literal> command line.
</para>
<para>
You can also run <literal>make</literal> in a directory outside the source
tree of your extension, if you want to keep the build directory separate.
This procedure is also called a
<indexterm><primary>VPATH</primary></indexterm><firstterm>VPATH</firstterm>
build. Here's how:
<programlisting>
mkdir build_dir
cd build_dir
make -f /path/to/extension/source/tree/Makefile
make -f /path/to/extension/source/tree/Makefile install
</programlisting>
</para>
<para>
Alternatively, you can set up a directory for a VPATH build in a similar
way to how it is done for the core code. One way to do this is using the
core script <filename>config/prep_buildtree</filename>. Once this has been done
you can build by setting the <literal>make</literal> variable
<varname>VPATH</varname> like this:
<programlisting>
make VPATH=/path/to/extension/source/tree
make VPATH=/path/to/extension/source/tree install
</programlisting>
This procedure can work with a greater variety of directory layouts.
</para>
<para>
The scripts listed in the <varname>REGRESS</varname> variable are used for
regression testing of your module, which can be invoked by <literal>make
installcheck</literal> after doing <literal>make install</literal>. For this to
work you must have a running <productname>PostgreSQL</productname> server.
The script files listed in <varname>REGRESS</varname> must appear in a
subdirectory named <literal>sql/</literal> in your extension's directory.
These files must have extension <literal>.sql</literal>, which must not be
included in the <varname>REGRESS</varname> list in the makefile. For each
test there should also be a file containing the expected output in a
subdirectory named <literal>expected/</literal>, with the same stem and
extension <literal>.out</literal>. <literal>make installcheck</literal>
executes each test script with <application>psql</application>, and compares the
resulting output to the matching expected file. Any differences will be
written to the file <literal>regression.diffs</literal> in <command>diff
-c</command> format. Note that trying to run a test that is missing its
expected file will be reported as <quote>trouble</quote>, so make sure you
have all expected files.
</para>
<para>
The scripts listed in the <varname>ISOLATION</varname> variable are used
for tests stressing behavior of concurrent session with your module, which
can be invoked by <literal>make installcheck</literal> after doing
<literal>make install</literal>. For this to work you must have a
running <productname>PostgreSQL</productname> server. The script files
listed in <varname>ISOLATION</varname> must appear in a subdirectory
named <literal>specs/</literal> in your extension's directory. These files
must have extension <literal>.spec</literal>, which must not be included
in the <varname>ISOLATION</varname> list in the makefile. For each test
there should also be a file containing the expected output in a
subdirectory named <literal>expected/</literal>, with the same stem and
extension <literal>.out</literal>. <literal>make installcheck</literal>
executes each test script, and compares the resulting output to the
matching expected file. Any differences will be written to the file
<literal>output_iso/regression.diffs</literal> in
<command>diff -c</command> format. Note that trying to run a test that is
missing its expected file will be reported as <quote>trouble</quote>, so
make sure you have all expected files.
</para>
<para>
<literal>TAP_TESTS</literal> enables the use of TAP tests. Data from each
run is present in a subdirectory named <literal>tmp_check/</literal>.
See also <xref linkend="regress-tap"/> for more details.
</para>
<tip>
<para>
The easiest way to create the expected files is to create empty files,
then do a test run (which will of course report differences). Inspect
the actual result files found in the <literal>results/</literal>
directory (for tests in <literal>REGRESS</literal>), or
<literal>output_iso/results/</literal> directory (for tests in
<literal>ISOLATION</literal>), then copy them to
<literal>expected/</literal> if they match what you expect from the test.
</para>
</tip>
</sect1>
</chapter>