Before you can do anything, you must initialize a database storage area on disk. We call this a database cluster. (SQL uses the term catalog cluster.) A database cluster is a collection of databases that is managed by a single instance of a running database server. After initialization, a database cluster will contain a database named postgres, which is meant as a default database for use by utilities, users and third party applications. The database server itself does not require the postgres database to exist, but many external utility programs assume it exists. Another database created within each cluster during initialization is called template1. As the name suggests, this will be used as a template for subsequently created databases; it should not be used for actual work. (See Chapter 21 for information about creating new databases within a cluster.)
In file system terms, a database cluster will be a single directory under which all data will be stored. We call this the data directory or data area. It is completely up to you where you choose to store your data. There is no default, although locations such as /usr/local/pgsql/data or /var/lib/pgsql/data are popular. To initialize a database cluster, use the command initdb, which is installed with PostgreSQL. The desired file system location of your database cluster is indicated by the -D option, for example:
$ initdb -D /usr/local/pgsql/data
Note that you must execute this command while logged into the PostgreSQL user account, which is described in the previous section.
Tip: As an alternative to the -D option, you can set the environment variable PGDATA.
Alternatively, you can run initdb via the pg_ctl program like so:
$ pg_ctl -D /usr/local/pgsql/data initdb
This may be more intuitive if you are using pg_ctl for starting and stopping the server (see Section 17.3), so that pg_ctl would be the sole command you use for managing the database server instance.
initdb will attempt to create the directory you specify if it does not already exist. It is likely that it will not have the permission to do so (if you followed our advice and created an unprivileged account). In that case you should create the directory yourself (as root) and change the owner to be the PostgreSQL user. Here is how this might be done:
root# mkdir /usr/local/pgsql/data root# chown postgres /usr/local/pgsql/data root# su postgres postgres$ initdb -D /usr/local/pgsql/data
initdb will refuse to run if the data directory looks like it has already been initialized.
Because the data directory contains all the data stored in the database, it is essential that it be secured from unauthorized access. initdb therefore revokes access permissions from everyone but the PostgreSQL user.
However, while the directory contents are secure, the default client authentication setup allows any local user to connect to the database and even become the database superuser. If you do not trust other local users, we recommend you use one of initdb's -W, --pwprompt or --pwfile options to assign a password to the database superuser. Also, specify -A md5 or -A password so that the default trust authentication mode is not used; or modify the generated pg_hba.conf file after running initdb, but before you start the server for the first time. (Other reasonable approaches include using peer authentication or file system permissions to restrict connections. See Chapter 19 for more information.)
initdb also initializes the default locale for the database cluster. Normally, it will just take the locale settings in the environment and apply them to the initialized database. It is possible to specify a different locale for the database; more information about that can be found in Section 22.1. The default sort order used within the particular database cluster is set by initdb, and while you can create new databases using different sort order, the order used in the template databases that initdb creates cannot be changed without dropping and recreating them. There is also a performance impact for using locales other than C or POSIX. Therefore, it is important to make this choice correctly the first time.
initdb also sets the default character set encoding for the database cluster. Normally this should be chosen to match the locale setting. For details see Section 22.3.
Many installations create database clusters on network file systems. Sometimes this is done directly via NFS, or by using a Network Attached Storage (NAS) device that uses NFS internally. PostgreSQL does nothing special for NFS file systems, meaning it assumes NFS behaves exactly like locally-connected drives (DAS, Direct Attached Storage). If client and server NFS implementations have non-standard semantics, this can cause reliability problems (see http://www.time-travellers.org/shane/papers/NFS_considered_harmful.html). Specifically, delayed (asynchronous) writes to the NFS server can cause reliability problems; if possible, mount NFS file systems synchronously (without caching) to avoid this. Also, soft-mounting NFS is not recommended. (Storage Area Networks (SAN) use a low-level communication protocol rather than NFS.)
Setting environment variables like PGDATA and the PATH to the database binaries needs to be done very carefully on UNIX or Linux systems. There are several files that might be referenced when the user starting the database logs in, such as .profile in the user's home directory. When using the bash shell as one of the more complicated examples, the login profile is read from files in the following order (where ~ is the user's home directory): /etc/profile ~/.bash_profile ~/.bashrc ~/.bash_login ~/.profile ~/.bash_logout And whether files like .bash_profile or .bashrc are read at all depends on whether this is a login shell account.
You also have to make sure any changes are effective for the user starting or using the database. Linux distributions for example will often include a postgres user for this purpose, one that you can't necessarily log in to directly. To get an environment as if you had logged into that account, you might use one of the following commands:
su - postgres
sudo su - postgres
sudo is the preferred way to run a command as superuser on some Linux distributions like Ubuntu, and su changes the user. The dash between su and postgres sets the environment as if you had logged in. Using the dash makes sure the user's profile is executed (which could be one of many files, as already mentioned)
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