Upgrading an existing RDS database to Postgres 9.4

by gorthx

Last Thursday, I had this short and one-sided conversation with myself:
“Oh, cool, Pg 9.4 is out for RDS. I’ll upgrade my new database before I have to put it into production next week, because who knows when else I’ll get a chance. Even though I can’t use pg_dumpall, this will take me what, 20 minutes, tops.”

Here is the process I came up with. It did take a bit longer than 20 minutes & I hope these notes save someone else some time. Instance info: t2.small, 10G GP SSD attached storage.

If you have a lot of instances you want to upgrade, you could script this entire thing with the API + psql.

Prep:
– If you’re using a non-default parameter group, create an equivalent for 9.4. You can’t use 9.3 parameter groups with 9.4 instances.
– Launch a new 9.4 instance (e.g. gabs-db-94) with the same specs as the original, but with the new parameter group.
– Get role information from your existing 9.3 instance. (See “problem areas”, below.)
– Create roles in the default database. In postgres, roles are available to all dbs in the cluster, so when you load your dumps in, all the table permissions should get set correctly if the roles already exist.

Upgrade:
Update: Make sure you use the 9.4 pg_dump. This may have contributed to my #3 ‘problem area’ below.
– For each database:

pg_dump -Fc -v -h [endpoint of 9.3 instance] -U [master username] [database] > [database].dump
pg_restore -C -v -h [endpoint of 9.4 instance] -U [master username] -d [master database] [database].dump

– TEST
– Rename 9.3 instance to e.g. gabs-db-93 (no periods!)
– Rename gabs-db-94 to gabs-db
– Don’t destroy the 9.3 instance for at least another week after you’re sure the new one is working. And/or when you do, don’t skip the ‘create final snapshot’ step.

Et voila.

Three specific RDS-related problem areas:
1. New (?) password requirements:
This may not be a 9.4 thing, but sometime in the past month or so, Amazon restricted which special characters are allowed in the master password. If you are using non-alphanumerics in your master passwords, try them out ahead of time.

2. Roles:
Without pg_dumpall, you don’t get role information in your database dump. (Or tablespaces, though I believe you can’t use those on RDS anyway.) This includes things like search_path, log settings specific for that user, etc. (Is there anything else that comes with pg_dumpall and not pg_dump? I don’t know.)

Try this query:

SELECT r.rolname, d.datname, rs.setconfig
FROM pg_db_role_setting rs
LEFT JOIN pg_roles r ON r.oid = rs.setrole
LEFT JOIN pg_database d ON d.oid = rs.setdatabase
WHERE r.rolname NOT LIKE 'rds%'
;

That will show you anything specifically set for a role. (Credit here: http://dba.stackexchange.com/questions/56023/what-is-the-search-path-for-a-given-database-and-user)

Roles that don’t have non-default options won’t be in that result set, so make sure you check pg_roles or \du as well. If you script this, filter rds% out of your result set.

Passwords are not included. I don’t have a workaround for that, other than know all the passwords, or reset them all. I’m sure both options are equally popular.

3. Extensions:
This is the really strange one. After the upgrade, some extensions worked, some didn’t. I had to DROP and re-CREATE tablefunc and pg_trgm, both of which worked in my 9.3 instance.

Additional notes:

You’ll have a (short) outage during the time you’re swapping the 9.4 instance in by renaming it. I don’t see a way around this yet.

autovacuum log messages are still missing in 9.4; log_lock_waits works now.

For your amusement, the stuff I messed up:
1. First, I decided using the web console would be a faster way to create the new instance, instead of the cli (which I’m more familiar with.) When I use the cli, I explicitly set all the options available for a new instance. I was careless on the web console and accepted some dumb defaults and had to start over…twice. Lesson: go with what you know.

2. My database has multiple schemas. I missed transferring the search_path for my main ‘worker’ role, and basically broke half of my ETL jobs. This was actually a positive thing, because I was working toward explicitly schema-qualifying all SQL, and I found every place I was not doing that. :koff:

3. After the upgrade & changes, I wanted to dump the schemas out to version control. “Aborting due to server mismatch.” D’oh! Of course I didn’t have 9.4 installed locally. That opened up a whole ‘nother can of worms with trying to upgrade pg on my mac, but I’ll save that for over a beer. Sheesh.

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8 Responses to “Upgrading an existing RDS database to Postgres 9.4”

  1. > pg_dump -Fc -v -h [endpoint of 9.3 instance] -U [master username] [database] > [database].dump
    > pg_restore -C -v -h [endpoint of 9.4 instance] -U [master username] -d [master database] [database].dump

    Did you run this on the 9.4 instance and dump over the wire? Why not feed dump directly into restore via pipe? :)

  2. For roles do:
    pg_dumpall -g -U some_user > global.sql

    The -g dumps only the global information, including passwords for roles, in a text format. You can edit out anything you do not want.

    • Hi Adrian! Unfortunately, you can’t use pg_dumpall on RDS – access to pg_authid is prohibited. Otherwise, this would be much simpler.

      • Hmmm, remembering now that is RDS is shared tenancy:( Well that was a bum suggestion.

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