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docs: clarify pg_upgrade docs regarding standbys and rsync

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Document that rsync is an _optional_ way to upgrade standbys, suggest
rsync option --dry-run, and mention a way of upgrading one standby from
another using rsync.  Also clarify some instructions by specifying if
they operate on the old or new clusters.

Reported-by: Stephen Frost, Magnus Hagander

Discussion: https://postgr.es/m/20170914191250.GB6595@momjian.us

Backpatch-through: 9.5
This commit is contained in:
Bruce Momjian 2017-09-16 11:58:00 -04:00
parent 9361f6f54e
commit 04b64b8ddf
1 changed files with 24 additions and 17 deletions
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41
doc/src/sgml/ref/pgupgrade.sgml
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@ -320,20 +320,14 @@ NET STOP postgresql-&majorversion;
<title>Prepare for standby server upgrades</title>
<para>
If you are upgrading standby servers (as outlined in section <xref
linkend="pgupgrade-step-replicas">), verify that the old standby
If you are upgrading standby servers using methods outlined in section <xref
linkend="pgupgrade-step-replicas">, verify that the old standby
servers are caught up by running <application>pg_controldata</>
against the old primary and standby clusters. Verify that the
<quote>Latest checkpoint location</> values match in all clusters.
(There will be a mismatch if old standby servers were shut down
before the old primary.)
</para>
<para>
Also, if upgrading standby servers, change <varname>wal_level</>
to <literal>replica</> in the <filename>postgresql.conf</> file on
the new primary cluster.
</para>
</step>
<step>
@ -423,12 +417,18 @@ pg_upgrade.exe
<para>
If you used link mode and have Streaming Replication (see <xref
linkend="streaming-replication">) or Log-Shipping (see <xref
linkend="warm-standby">) standby servers, follow these steps to
upgrade them. You will not be running <application>pg_upgrade</> on
linkend="warm-standby">) standby servers, you can follow these steps to
quickly upgrade them. You will not be running <application>pg_upgrade</> on
the standby servers, but rather <application>rsync</> on the primary.
Do not start any servers yet. If you did <emphasis>not</> use link
mode, skip the instructions in this section and simply recreate the
standby servers.
Do not start any servers yet.
</para>
<para>
If you did <emphasis>not</> use link mode, do not have or do not
want to use <application>rsync</>, or want an easier solution, skip
the instructions in this section and simply recreate the standby
servers once <application>pg_upgrade</> completes and the new primary
is running.
</para>
<substeps>
@ -448,7 +448,7 @@ pg_upgrade.exe
<para>
Make sure the new standby data directories do <emphasis>not</>
exist or are empty. If <application>initdb</> was run, delete
the standby server data directories.
the standby servers' new data directories.
</para>
</step>
@ -474,9 +474,10 @@ pg_upgrade.exe
<title>Save configuration files</title>
<para>
Save any configuration files from the standbys you need to keep,
e.g. <filename>postgresql.conf</>, <literal>recovery.conf</>,
as these will be overwritten or removed in the next step.
Save any configuration files from the old standbys' data
directories you need to keep, e.g. <filename>postgresql.conf</>,
<literal>recovery.conf</>, because these will be overwritten or
removed in the next step.
</para>
</step>
@ -507,6 +508,12 @@ rsync --archive --delete --hard-links --size-only /opt/PostgreSQL/9.5/data \
/opt/PostgreSQL/9.6/data standby.example.com:/opt/PostgreSQL
</programlisting>
You can verify what the command will do using
<application>rsync</>'s <option>--dry-run</> option. While
<application>rsync</> must be run on the primary for at least one
standby, it is possible to run <application>rsync</> on an upgraded
standby to upgrade other standbys, as long as the upgraded standby
has not been started.
</para>
<para>