postgresql/INSTALL

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POSTGRESQL INSTALLATION INSTRUCTIONS
Copyright (c) 1997 Regents of the University of California
This is file /usr/src/pgsql/INSTALL. It contains notes on how to install
PostgreSQL v6.1. Up to date information on PostgreSQL may be found at
http://www.postgresql.org.
PostgreSQL is a database server. It is not completely ANSI SQL
compliant, but with each release it gets closer.
PostgreSQL, formerly called Postgres95, is a derivative of Postgres 4.2
(the last release of the UC Berkeley research project). For copyright
terms for PostgreSQL, please see the file named COPYRIGHT. This version
was developed by a team of developers on the postgres developers mailing
list. Version 1 (through 1.01) was developed by Jolly Chen and Andrew
Yu.
The installation notes below assume the following (except where noted):
- Commands were tested on RedHat Linux version 4.0 using the bash
shell. Except where noted, they will probably work on most
systems. USE COMMON SENSE before typing in these commands.
Commands like ps and tar vary wildly on what options you should
use on each platform.
- Defaults are assumed.
- User postgres is the postgres superuser.
Our Makefiles require GNU make (called gmake in this document) and
also assume that "install" accepts BSD options. The INSTALL
variable in the Makefiles is set to the BSD-compatible version of
install. On some systems, you will have to find a BSD-compatible
install command (eg. bsdinst, which comes with the MIT X Window System
distribution)
REQUIREMENTS TO RUN POSTGRESQL
------------------------------
PostgreSQL has been tested on the following platforms:
aix IBM on AIX 3.2.5
alpha DEC Alpha AXP on OSF/1 2.0
BSD44_derived OSs derived from 4.4-lite BSD (NetBSD, FreeBSD)
bsdi BSD/OS 2.0, 2.01, 2.1
dgux DG/UX 5.4R3.10
hpux HP PA-RISC on HP-UX 9.0
i386_solaris i386 Solaris
irix5 SGI MIPS on IRIX 5.3
linux Intel x86 on Linux 1.2 and Linux ELF
(For non-ELF Linux, see LINUX_ELF below).
sparc_solaris SUN SPARC on Solaris 2.4
sunos4 SUN SPARC on SunOS 4.1.3
svr4 Intel x86 on Intel SVR4
ultrix4 DEC MIPS on Ultrix 4.4
PostgreSQL has known problems/bugs on the following platforms:
nextstep Motorola MC68K or Intel x86 on NeXTSTEP 3.2
PostgreSQL is also known to work on a number of other platforms that the
authors have not personally tested.
You should have at least 8 MB of memory and at least 30 MB of disk space to
hold the source, binaries, and user databases.
To upgrade to PostgreSQL v6.1 do the following:
----------------------------------------------
1) Read any last minute information and platform specific porting
notes. There are some platform specific notes at the end of this
file for Ultrix4.x, Linux, BSD/OS and NeXT. There are other
files in directory /usr/src/pgsql/doc, including platform specific
notes for Irix and Linux. Also look in directory
ftp://ftp.postgresql.org/pub.
2) Create account postgres if it does not already exist.
3) Log into account postgres.
4) Ftp file ftp://ftp.postgresql.org/pub/postgresql-v6.1.tar.gz from the
internet.
5) Some platforms, like Linux and BSD/OS use flex. If your system uses
flex then make sure you have a good version. Type
flex -- version
If the version is 2.5.2 or 2.5.4 or greater then you are okay. If it
is 2.5.3 or before 2.5.2 then you will have to upgrade flex. You may
get it at ftp://prep.ai.mit.edu/pub/gnu/flex-2.5.4.tar.gz.
To install it, type the following:
cd
gunzip -c flex-2.5.4.tar.gz | tar xvf -
cd flex-2.5.4
configure --prefix=/usr
make
make check
# You must be root when typing the next line.
make install
cd
rm -rf flex-2.5.4
This will update files /usr/man/man1/flex.1, /usr/bin/flex,
/usr/lib/libfl.a, /usr/include/FlexLexer.h and will add link
/usr/bin/flex++ which points to flex.
If you have flex v2.5.3 and do not have handy access to the
internet, you can apply the patch in /usr/src/pgsql/doc/README.flex
instead.
6) If you are upgrading an existing system then back up the current
database. Type
cd
pg_dumpall > db.out
If you wish to preserve object id's (oids), type
cd
pg_dumpall -o > db.out
instead. However, unless you have a special reason for doing this,
don't do it.
Please note that if you are upgrading from a version prior to
Postgres95 v1.09 then you must back up your database, install
Postgres95 v1.09, restore your database, then back it up again.
7) If you are upgrading an existing system then kill the postmaster. Type
ps -ax | grep postmaster
This should list the process numbers for a number of processes. Type
the following line, with "???" replaced by the process id for process
"postmaster". (Do not use the id for process "grep postmaster".) Type
kill ???
with "???" modified as indicated.
You must make sure that your database is not updated in the middle of
your backup. If necessary, bring down postmaster, edit the permissions
in file /usr/local/pgsql/data/pg_hba.conf to allow only you on, then
bring postmaster back up.
8) If you are upgrading an existing system then move the old directories
out of the way. If you are short of disk space then you may have to
back up and delete the directories instead. If you do this, save the
old database in the /usr/local/pgsql/data directory tree. At a
minimum, save file /usr/local/pgsql/data/pg_hba.conf.
Type the following:
su
cd /usr/src
mv pgsql pgsql_6_0
cd /usr/local
mv pgsql pgsql_6_0
exit
If you are not using /usr/local/pgsql/data as your data directory
(check to see if environment variable PGDATA is set to something
else) then you will also want to move this directory in the same
manner.
9) Make new source and install directories. Type
su
cd /usr/src
mkdir pgsql
chown postgres pgsql
chgrp postgres pgsql
cd /usr/local
mkdir pgsql
chown postgres pgsql
chgrp postgres pgsql
exit
10) Unzip and untar the new source file. Type
cd /usr/src/pgsql
gunzip -c ~/postgresql-v6.1.tar.gz | tar xvf -
11) Configure the source code for your system. Type
cd /usr/src/pgsql/src
./configure
The configure program will list the template files available and
ask you to choose one. A lot of times, an appropriate template
file is chosen for you, and you can just press Enter to accept the
default. If the default is not appropriate, then type in the
appropriate template file and press Enter. (If you do this, then
send email to scrappy@hub.org stating the output of the program
'./config.guess' and what the template file should be.)
Once you have entered the template file, you will be asked a
number of questions about your particular configuration. These
can be skipped by adding parameters to the configure command above.
The following parameters can be tagged onto the end of the configure
command:
--prefix=BASEDIR Selects a different base directory for the
installation of the PostgreSQL configuration.
The default is /usr/local/pgsql.
--enable-hba Enables Host Based Authentication
--disable-hba Disables Host Based Authentication
--enable-locale Enables USE_LOCALE
--disable-locale Disables USE_LOCALE
--enable-cassert Enables ASSERT_CHECKING (default)
--disable-cassert Disables ASSERT_CHECKING
--with-template=TEMPLATE
Use template file TEMPLATE - the template
files are assumed to be in the directory
src/template, so look there for proper values.
(If the configure script cannot find the
specified template file, it will ask you for
one).
--with-pgport=PORT Sets the port that the postmaster process
listens for incoming connections on. The
default for this is port 5432.
As an example, here is the configure script I use on a Sparc
Solaris 2.5 system with /opt/postgres being the install base.
% ./configure --prefix=/opt/postgres
--with-template=sparc_solaris-gcc --with-pgport=5432
--enable-hba --disable-locale
Of course, in a real shell, you would type these three lines all
on the same line.
12) If you plan to run the regression tests, then turn off the genetic
(GEQ) optimizer. Edit file /usr/src/pgsql/src/include/config.h
to comment out the line containing "#define GEQ" near the end of
the file.
13) Compile the program. Type
cd /usr/src/pgsql/src
gmake all &> make.log &
tail -f make.log
The last line displayed will hopefully be "All of PostgreSQL is
successfully made. Ready to install." At this point, or earlier
if you wish, type control-C to get out of tail. (If you have
problems later on you may wish to examine file make.log for
warning and error messages.)
If your computer does not have gmake (GNU make) then try running
make instead throughout the rest of these notes.
Please note that you will probably find a number of warning
messages in make.log. Unless you have problems later on, these
messages may be safely ignored.
14) Install the program. Type
cd /usr/src/pgsql/src
gmake install &> make.install.log &
tail -f make.install.log
The last line displayed will be "gmake[1]: Leaving directory
`/usr/src/pgsql/src/man'". At this point, or earlier if you wish,
type control-C to get out of tail.
15) If necessary, tell UNIX how to find your shared libraries. If you
are using Linux-ELF do ONE of the following, preferably the first:
a) As root, edit file /etc/ld.so.conf. Add line
/usr/local/pgsql/lib
to the file. Then run command /sbin/ldconfig.
b) In a bash shell, type
export LD_LIBRARY_PATH=/usr/local/pgsql/lib
c) In a csh shell, type
setenv LD_LIBRARY_PATH /usr/local/pgsql/lib
Please note that the above commands may vary wildly for different
operating systems. Check the platform specific notes, such as
those for Ultrix4.x or and for non-ELF Linux.
If, when you create the database, you get the message "pg_id: can't
load library 'libpq.so'" then the above step was necessary. Simply
do this step, then try to create the database again.
16) If it has not already been done, then prepare account postgres
for using PostgreSQL. Any account that will use PostgreSQL must
be similarily prepared. (The following instructions are for a
bash shell. Adapt accordingly for other shells.)
Add the following lines to your login shell, ~/.bash_profile:
PATH=$PATH:/usr/local/pgsql/bin
MANPATH=/usr/local/pgsql/man
PGLIB=/usr/local/pgsql/lib
PGDATA=/usr/local/pgsql/data
export PATH MANPATH PGLIB PGDATA
Make sure that you have defined these variables before continuing
with the remaining steps. The easiest way to do this is to type:
source ~/.bash_profile
17) Create the database. DO NOT DO THE FOLLOWING AS ROOT! This would
be a major security hole. Type
initdb
18) Set up permissions to access the database system. Do this by editing
file /usr/local/pgsql/data/pg_hba.conf. The instructions are
included in the file. (If your database is not located in the
default location, i.e. if PGDATA is set to point elsewhere, then the
location of this file will change accordingly.) This file should be
made read only again once you are finsihed.
If you are upgrading from v6.0 you can copy file pg_hba.conf from
your old database on top of the one in your new database, rather than
redoing this from scratch.
19) If you are going to skip the regression tests then skip to step number
24. It is highly recommended that you do these tests in order to
make sure that PostgreSQL is working on your system. However, running
them will probably increase your installation time by an hour or so.
If you did not turn off the genetic optimizer (GEQ) before compiling
then you should skip the regression tests.
20) Log into a second shell as user postgres. Set the timezone for Berkley,
California. On some systems you may do this by setting environment
variable TZ. I.e., using bash, type
export TZ=PST8PDT7,M04.01.0,M10.0503
Now run postmaster by typing
postmaster
Leave this program running until after you finish running the regression
tests in the other shell. DO NOT RUN POSTMASTER FROM THE ROOT ACCOUNT.
21) Run the regression tests. From the first shell type
cd /usr/src/pgsql/src/test/regress
gmake clean
gmake all runtest
You do not need to type "gmake clean" if this is the first time you
are running the tests.
You should get on the screen (and also written to file ./regress.out)
a series of statements stating which tests passed and which tests
failed. Currently, tests sanity_check, float8, select and misc fail.
(This may change between the time this note was written and the final
release of v6.1.) See the notes in file README for more detailed
explanations.
If you wish to know why some of the tests failed, you may use diff
to compare the files in directories ./results and ./expected.
If you did not set the timezone as indicated above or if you did not
disable the genetic optimizer (GEQ) as described in step 8 then you
will get a lot of failures.
After running the tests, type
cd /usr/src/pgsql/src/test/regress
gmake clean
22) In the other window that is running postmaster, press control-C to
stop the process. Restore the timezone to normal. (If you simply
set TZ for this one shell, this is as simple of logging out of the
shell.)
23) Recompile the back end with the genetic optimizer (GEQ) turned on.
This is not necessary but is highly recommended if you plan to use
large databases.
Go and restore file /usr/src/pgsql/src/include/config.h to the
original state where "#define GEQ" is not commented out.
Type the following:
cd /usr/src/pgsql/src
gmake all &> make2.log &
tail -f make2.log
# Once compiling is done, control-C out of tail.
cd /usr/src/pgsql/src
gmake install &> make.install2.log &
tail -f make.install2.log
# Once compiling is done, control-C out of tail.
24) If you were skipping the regression tests then you skipped steps 20
to 23 and continued here.
25) Start the postmaster daemon running. Type
cd
nohup postmaster > server.log 2>&1 &
Run postmaster from your postgres super user account. DO NOT RUN
POSTMASTER FROM THE ROOT ACCOUNT.
26) If you haven't already done so, this would be a good time to modify
your computer so that it will automatically start postmaster whenever
you boot your computer.
Here are some suggestions on how to do this, contributed by various
users.
Whatever you do, postmaster must be run by user postgres, AND NOT BY
ROOT. This is why all of the examples below start by switching user
(su) to postgres. These commands also take into account the fact
that environment variables like PATH and PGDATA may not be set properly.
The examples are as follows. Use them with extreme caution.
a) Edit file rc.local on NetBSD or file rc2.d on SPARC Solaris
2.5.1 to contain the following single line:
su postgres -c "/usr/local/pgsql/bin/postmaster -S -D
/usr/local/pgsql/data"
b) In RedHat v4.0 Linux edit file /etc/inittab to contain the
following single line:
pg:2345:respawn:/bin/su - postgres -c
"/usr/local/pgsql/bin/postmaster -D/usr/local/pgsql/data
>> /usr/local/pgsql/server.log 2>&1" /dev/null
(The author of this example says this example will revive the
postmaster if it dies, but he doesn't know if there are other side
effects.)
c) In FreeBSD edit an unspecified file that will, on boot up, run
a file containing the short line followed by the following single
line:
#!/bin/sh
[ -x /usr/local/pgsql/bin/postmaster ] && su -l pgsql -c
'/usr/local/pgsql/bin/postmaster -D/usr/local/pgsql/data
-o -F > /usr/local/pgsql/errlog &' && echo -n ' pgsql'
d) In RedHat v4.0 Linux edit an unspecified file to contain the
following single line:
su -c "cd ~postgres; nohup /usr/local/pgsql/bin/postmaster
-D /usr/local/pgsql/data > server.log 2>&1 &" postgres
You might also want to modify your computer so that cron will run
the vacuum command nightly.
27) If you are upgrading an existing system then install your old database.
Type
cd
psql -e template1 < db.out
28) If you are a new user, you may wish to play with postgres as described
below.
29) Clean up after yourself. Type
rm -rf /usr/src/pgsql_6_0
rm -rf /usr/local/pgsql_6_0
# Also delete old database directory tree if it is not in
# /usr/local/pgsql_6_0/data
rm ~/postgresql-v6.1.tar.gz
30) You will probably want to print out the documentation. Here is how
you might do it if you have Ghostscript on your system and are
writing to a laserjet printer.
alias gshp='gs -sDEVICE=laserjet -r300 -dNOPAUSE'
export GS_LIB=/usr/share/ghostscript:/usr/share/ghostscript/fonts
# Print out the man pages.
man -a -t /usr/local/pgsql/man/*/* > manpage.ps
gshp -sOUTPUTFILE=manpage.hp manpage.ps
rm manpage.ps
lpr -l -s -r manpage.hp
# Print out the Postgres95 User Manual, version 1.0,
# Sept. 5, 1996.
cd /usr/src/pgsql/doc
gshp -sOUTPUTFILE=userguide.hp userguide.ps
lpr -l -s -r userguide.hp
If you are a developer, you will probably want to also print out
the Postgres Implemention Guide, version 1.0, October 1, 1995.
This is a WWW document located at
http://www.postgresql.org/docs/impguide.
31) Now create, access and manipulate databases as desired. Write client
programs to access the database server. In other words, ENJOY!
PLAYING WITH POSTGRESQL
-----------------------
After PostgreSQL is installed, a database system is created, a postmaster
daemon is running, and the regression tests have passed, you'll want to
see PostgreSQL do something. That's easy. Invoke the interactive interface
to PostgreSQL, psql, and start typing SQL:
$ psql template1
(psql has to open a particular database, but at this point the only one
that exists is the template1 database, which always exists. We will connect
to it only long enough to create another one and switch to it).
The response from psql is:
type \? for help on slash commands
type \q to quit
type \g or terminate with semicolon to execute query
You are currently connected to the database: template1
template1=>
Create the database foo:
template1=> CREATE DATABASE FOO;
INSERT 773248
(Don't ever forget those SQL semicolons. Psql won't execute anything until it
sees the semicolon.)
template1=> \c foo
closing connection to database: template1
connecting to new database: foo
(\ commands aren't SQL, so no semicolon. Use \? to see all the \ commands.)
template1=> CREATE TABLE bar (column1 int4, column2 char16);
CREATE
template1=> \d bar
...
You get the idea.
QUESTIONS? BUGS? FEEDBACK?
----------------------------
First, read files doc/FAQ in directory /usr/src/pgsql. The latest version
of the FAQ may be found at http://www.postgresql.org/ under documentation.
If PostgreSQL failed to compile on your computer then fill out the form
in file /usr/src/pgsql/doc/bug.template and mail it to
pgsql-ports@postgresql.org.
Mail questions to pgsql-questions@postgresql.org. For more information
on the various mailing lists, see http://www.postgresql.org under mailing
lists.