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Liudmila Mantrova
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DOC: updated migration instructions for postgres pro 10.2.1 release
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doc/src/sgml/release-pro-10.sgml

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<sect2>
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<title>Migration to Version 10.2.1</title>
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<para>
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To migrate to <productname>Postgres Pro</productname> 10, you can perform a dump/restore using
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<xref linkend="app-pg-dumpall">, or use the <xref linkend="pgupgrade"> utility.
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The first option is safer, while the second is faster and can significantly
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speed up the upgrade process for large databases. If you choose to run
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<application>pg_upgrade</application>, make sure to initialize the new
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database cluster with the same <link linkend="app-initdb-data-checksums">checksum setting</link>
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as the database cluster you are migrating from.
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</para>
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<para>
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When migrating to <productname>Postgres Pro</productname> 10, do not
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use the <filename>postgrespro-std-&majorversion;</filename>
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package to avoid conflicts. Use the individual packages instead.
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In this case, server autostart needs to be enabled manually, if required.
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</para>
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<para>Starting from <productname>Postgres Pro</productname> 10, you can specify the
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default collation provider when initializing the database cluster or
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creating the database, as explained in <xref linkend="collation-managing">.
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You must take it into account when upgrading to this release
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to avoid breaking indexes and constraints.
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</para>
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<important>
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<para>
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If your current <productname>Postgres Pro</productname> installation
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uses ICU, do not update ICU library to a newer version.
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Otherwise, you cannot upgrade to <productname>Postgres Pro</productname> 10.
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</para>
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</important>
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<important>
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<para>
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For <productname>PostgreSQL</productname> 9.5 and 9.5.1,
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as well as <productname>Postgres Pro</productname> 9.5.0.1 and
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9.5.1.2, you cannot perform an upgrade to
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<productname>Postgres Pro</productname> 10 directly. If you are
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using one of these versions, upgrade your installation to an
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intermediate version first, such as
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<productname>Postgres Pro</productname> 9.5.2.1.
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<para>If you are upgrading from a <productname>Postgres Pro</productname> version
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based on the same <productname>PostgreSQL</productname> major release,
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it is enough to install the new version into your current installation directory.
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</para>
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</important>
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<para>
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When using <xref linkend="pgupgrade">, make sure that
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<xref linkend="APP-INITDB"> sets the correct default collation provider
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for the new database cluster:
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<para>To migrate from <productname>PostgreSQL</productname> or
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<productname>Postgres Pro</productname> versions based on
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any previous <productname>PostgreSQL</productname> major release, see the instructions
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in <link linkend="release-pro-10-1-1">Postgres Pro 10.1.1 Release Notes</link>.
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</para>
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<itemizedlist>
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<listitem>
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<para>When migrating from vanilla <productname>PostgreSQL</productname>, specify <literal>libc</>
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as the default collation provider.
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</para>
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</listitem>
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<listitem>
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<para>When upgrading from <productname>Postgres Pro</productname>, omit
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the default collation provider option to select the required collation
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provider automatically. In this case, <literal>libc</literal> provider
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will be used for databases with C and POSIX locales, as well as for all
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databases with single-byte encodings, while <literal>icu</literal>
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provider will be used for all the other cases.
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</para>
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</listitem>
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</itemizedlist>
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<para>If <application>pg_upgrade</application> creates any SQL files in
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its current directory, run these files to complete the upgrade.
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</para>
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<para>
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When you are using <xref linkend="app-pg-dumpall">
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to perform the upgrade, <productname>Postgres Pro</productname> uses
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the collation provider specified with the <command>initdb</command>
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command for the new cluster. In this case, indexes are rebuilt
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automatically. To avoid issues with collation-dependent constraints,
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you are recommended to use <literal>libc</literal> provider when
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upgrading from vanilla <productname>PostgreSQL</productname>, and
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omit the provider when upgrading from a previous version of
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<productname>Postgres Pro</productname>, unless you have databases with
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non-C and non-POSIX collation settings. For such databases, you should
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do the following:
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<itemizedlist>
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<listitem>
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<para>If the new cluster is initialized with locales other than C or POSIX,
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and the database has an single-byte encoding, set LC_COLLATE to '@libc' for this database.
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</para>
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</listitem>
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<listitem>
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<para>If the new cluster is initialized with C or POSIX locale settings and
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the database has a multi-byte encoding, set LC_COLLATE to <literal>'@icu'</literal> for this database.
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</para>
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</listitem>
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</itemizedlist>
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</para>
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<note>
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<para>
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If the previous <productname>Postgres Pro</productname> installation
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contained any indexes or constraints depending on collations
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other than the default collation of the database, <literal>C</literal>,
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or <literal>POSIX</literal> in databases with multibyte encodings,
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such databases could contain some data that violated the specified
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constraints and made indexes inconsistent. On Windows, this situation
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can also happen if the database with a multibyte encoding contained
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any indexes or constraints depending on the default collation with a
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verbose name, such as
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<literal>"Russian_Russia[.<replaceable>encoding</replaceable>]"</literal>
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or <literal>"English_United
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States[.<replaceable>encoding</replaceable>]"</literal>.
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In such cases, you can only use <application>pg_upgrade</application> to upgrade to
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<productname>Postgres Pro</productname> 10, as a dump/restore scenario may be impossible.
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To resolve these issues, <application>pg_upgrade</application> declares such indexes and
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constraints invalid and creates <filename>reindex_text_indexes.sql</filename>
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and <filename>validate_text_contraints.sql</filename>, respectively.
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</para>
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</note>
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<para>
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When building <productname>Postgres Pro</> manually, you must include ICU
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using the <option>--with-icu</option> option. Otherwise, you cannot
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upgrade to <productname>Postgres Pro</productname> 10 from a previous
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<productname>Postgres Pro</productname> version.
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</para>
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</sect2>
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</sect1>

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