postgis/doc/installation.xml
2009-05-27 17:14:08 +00:00

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<?xml version="1.0" encoding="UTF-8"?>
<chapter>
<title>Installation</title>
<para>
This chapter details the steps required to install PostGIS.
</para>
<sect1>
<title>Short Version</title>
<programlisting>tar xvfz postgis-&last_release_version;.tar.gz
cd postgis-&last_release_version;
./configure
make
make install
createdb yourdatabase
createlang plpgsql yourdatabase
psql -d yourdatabase -f lwpostgis.sql
psql -d yourdatabase -f spatial_ref_sys.sql</programlisting>
<para>
The rest of this chapter goes into detail each of the above installation
steps.
</para>
</sect1>
<sect1>
<title>Requirements</title>
<para>
PostGIS has the following requirements for building and usage:
</para>
<para>
<emphasis role="bold">Required</emphasis>
</para>
<itemizedlist>
<listitem>
<para>
PostgreSQL 8.1 or higher. A complete installation of PostgreSQL
(including server headers) is required. PostgreSQL is available from
<ulink url="http://www.postgresql.org">
http://www.postgresql.org
</ulink>
.
</para>
</listitem>
<listitem>
<para>
GNU C compiler (<filename>gcc</filename>). Some other ANSI C compilers
can be used to compile PostGIS, but we find far fewer problems when
compiling with <filename>gcc</filename>.
</para>
</listitem>
<listitem>
<para>
GNU Make (<filename>gmake</filename> or <filename>make</filename>).
For many systems, GNU <filename>make</filename> is the default version
of make. Check the version by invoking <filename>make -v</filename>.
Other versions of <filename>make</filename> may not process the
PostGIS <filename>Makefile</filename> properly.
</para>
</listitem>
<listitem>
<para>
Proj4 reprojection library, version 4.5.0 or greater. The Proj4
library is used to provide coordinate reprojection support within
PostGIS. Proj4 is available for download from
<ulink url="http://trac.osgeo.org/proj/">
http://trac.osgeo.org/proj/
</ulink>
.
</para>
</listitem>
<listitem>
<para>
GEOS geometry library, version 3.0.0 or greater. The GEOS library is
used to provide geometry tests (ST_Touches(), ST_Contains(),
ST_Intersects()) and operations (ST_Buffer(), ST_Union(),
ST_Difference()) within PostGIS. GEOS is available for download from
<ulink url="http://trac.osgeo.org/geos/">
http://trac.osgeo.org/geos/
</ulink>
.
</para>
</listitem>
</itemizedlist>
<para>
<emphasis role="bold">Optional</emphasis>
</para>
<itemizedlist>
<listitem>
<para>
Apache Ant (<filename>ant</filename>) is required for building any of
the drivers under the <filename>java</filename> directory. Ant is
available from
<ulink url="http://ant.apache.org">
http://ant.apache.org
</ulink>
.
</para>
</listitem>
<listitem>
<para>
DocBook (<filename>xsltproc</filename>) is required for building the
documentation. Docbook is available from
<ulink url="http://www.docbook.org/">
http://www.docbook.org/
</ulink>
.
</para>
</listitem>
<listitem>
<para>
DBLatex (<filename>dblatex</filename>) is required for building the
documentation in PDF format. DBLatex is available from
<ulink url="http://dblatex.sourceforge.net/">
http://dblatex.sourceforge.net/
</ulink>
.
</para>
</listitem>
<listitem>
<para>
ImageMagick (<filename>convert</filename>) is required to generate the
images used in the documentation. ImageMagick is available from
<ulink url="http://www.imagemagick.org/">
http://www.imagemagick.org/
</ulink>
.
</para>
</listitem>
</itemizedlist>
</sect1>
<sect1>
<title>Getting the Source</title>
<para>
Retrieve the PostGIS source archive from the downloads website
<ulink url="http://postgis.refractions.net/download/postgis-&last_release_version;.tar.gz">
http://postgis.refractions.net/download/postgis-&last_release_version;.tar.gz
</ulink>
</para>
<programlisting>wget http://postgis.refractions.net/download/postgis-&last_release_version;.tar.gz
tar -xvzf postgis-&last_release_version;.tar.gz</programlisting>
<para>
This will create a directory called
<varname>postgis-&last_release_version;</varname> in the current working
directory.
</para>
<para>
Alternatively, checkout the source from the
<ulink url="http://subversion.tigris.org/">
svn
</ulink>
repository
<ulink url="http://svn.osgeo.org/postgis/trunk/">
http://svn.osgeo.org/postgis/trunk/
</ulink>
.
</para>
<programlisting>svn checkout http://svn.osgeo.org/postgis/trunk/ postgis-&last_release_version;</programlisting>
<para>
Change into the newly created
<varname>postgis-&last_release_version;</varname> directory to continue
the installation.
</para>
</sect1>
<sect1 id="PGInstall">
<title>Installation</title>
<note>
<para>
Many OS systems now include pre-built packages for PostgreSQL/PostGIS.
In many cases compilation is only necessary if you want the most
bleeding edge versions or you are a package maintainer.
</para>
</note>
<para>
The PostGIS module is an extension to the PostgreSQL backend server. As
such, PostGIS &last_release_version; <emphasis>requires</emphasis> full
PostgreSQL server headers access in order to compile. It can be built
against PostgreSQL versions 8.1.0 or higher. Earlier versions of
PostgreSQL are <emphasis>not</emphasis> supported.
</para>
<para>
Refer to the PostgreSQL installation guides if you haven't already
installed PostgreSQL.
<ulink url="http://www.postgresql.org">
http://www.postgresql.org
</ulink>
.
</para>
<note>
<para>
For GEOS functionality, when you install PostgresSQL you may need to
explicitly link PostgreSQL against the standard C++ library:
</para>
<programlisting>LDFLAGS=-lstdc++ ./configure [YOUR OPTIONS HERE]</programlisting>
<para>
This is a workaround for bogus C++ exceptions interaction with older
development tools. If you experience weird problems (backend
unexpectedly closed or similar things) try this trick. This will require
recompiling your PostgreSQL from scratch, of course.
</para>
</note>
<para>
The following steps outline the configuration and compliation of the
PostGIS source. They are written for Linux users and will not work on
Windows or Mac.
</para>
<sect2>
<title>Configuration</title>
<para>
As with most linux installations, the first step is to generate the
Makefile that will be used to build the source code. This is done by
running the shell script
</para>
<para>
<command>./configure</command>
</para>
<para>
With no additional parameters, this command will attempt to
automatically locate the required components and libraries needed to
build the PostGIS source code on your system. Although this is the most
common usage of <command>./configure</command>, the script accepts
several parameters for those who have the required libraries and
programs in non-standard locations.
</para>
<para>
The following list shows only the most commonly used parameters. For a
complete list, use the <command>--help</command> or
<command>--help=short</command> parameters.
</para>
<variablelist>
<varlistentry>
<term><command>--prefix=<emphasis>PREFIX</emphasis></command></term>
<listitem>
<para>
This is the location the PostGIS libraries and SQL scripts will be
installed to. By default, this location is the same as the
detected PostgreSQL installation.
</para>
<caution>
<para>
This paramater is currently broken, as the package will only
install into the PostgreSQL installation directory. Visit
<ulink url="http://trac.osgeo.org/postgis/ticket/160">
http://trac.osgeo.org/postgis/ticket/160
</ulink>
to track this bug.
</para>
</caution>
</listitem>
</varlistentry>
<varlistentry>
<term><command>--with-pgconfig=<emphasis>FILE</emphasis></command></term>
<listitem>
<para>
PostgreSQL provides a utility called <command>pg_config</command>
to enable extensions like PostGIS to locate the PostgreSQL
installation directory. Use this parameter
(<command>--with-pgconfig=/path/to/pg_config</command>) to
manually specify a particular PostgreSQL installation that PostGIS
will build against.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><command>--with-geosconfig=<emphasis>FILE</emphasis></command></term>
<listitem>
<para>
GEOS, a required geometry library, provides a utility called
<command>geos-config</command> to enable software installations to
locate the GEOS installation directory. Use this parameter
(<command>--with-geosconfig=/path/to/geos-config</command>) to
manually specify a particular GEOS installation that PostGIS will
build against.
</para>
</listitem>
</varlistentry>
<varlistentry>
<term><command>--with-projdir=<emphasis>FILE</emphasis></command></term>
<listitem>
<para>
Proj4 is a reprojection library required by PostGIS. Use this
parameter (<command>--with-projdir=/path/to/projdir</command>) to
manually specify a particular Proj4 installation directory that
PostGIS will build against.
</para>
</listitem>
</varlistentry>
</variablelist>
<note>
<para>
If you obtained PostGIS from the SVN
<ulink url="http://svn.osgeo.org/postgis/trunk/">
repository
</ulink>
, the first step is really to run the script
</para>
<para>
<command>./autogen.sh</command>
</para>
<para>
This script will generate the <command>configure</command> script that
in turn is used to customize the intallation of PostGIS.
</para>
<para>
If you instead obtained PostGIS as a tarball, running
<command>./autogen.sh</command> is not necessary as
<command>configure</command> has already been generated.
</para>
</note>
</sect2>
<sect2>
<title>Building</title>
<para>
Once the Makefile has been generated, building PostGIS is as simple as
running
</para>
<para>
<command>make</command>
</para>
<para>
The last line of the output should be "<code>PostGIS was built
successfully. Ready to install.</code>"
</para>
<para>
As of PostGIS v1.4.0, all the functions have comments generated from the
documentation. If you wish to install these comments into your spatial
databases later, run the command
</para>
<para>
<command>make comments</command>
</para>
</sect2>
<sect2>
<title>Testing</title>
<para>
If you wish to test the PostGIS build, run
</para>
<para>
<command>make check</command>
</para>
<para>
The above command will run through various checks and regression tests
using the generated library against an actual PostgreSQL database.
</para>
<note>
<para>
If you configured PostGIS using non-standard PostgreSQL, GEOS, or
Proj4 locations, you may need to add their library locations to the
LD_LIBRARY_PATH environment variable.
</para>
</note>
<caution>
<para>
Currently, the <command>make check</command> relies on the
<code>PATH</code> and <code>PGPORT</code> environment variables when
performing the checks - it does <emphasis>not</emphasis> use the
PostgreSQL version that may have been specified using the
configuration paramter <command>--with-pgconfig</command>. So make
sure to modify your PATH to match the detected PostgreSQL installation
during configuration or be prepared to deal with the impending
headaches. Visit
<ulink url="http://trac.osgeo.org/postgis/ticket/186">
http://trac.osgeo.org/postgis/ticket/186
</ulink>
to track this bug.
</para>
</caution>
<para>
If successful, the output of the test should be similiar to the
following:
</para>
<programlisting> CUnit - A Unit testing framework for C - Version 2.1-0
http://cunit.sourceforge.net/
Suite: PostGIS Computational Geometry Suite
Test: test_lw_segment_side() ... passed
Test: test_lw_segment_intersects() ... passed
Test: test_lwline_crossing_short_lines() ... passed
Test: test_lwline_crossing_long_lines() ... passed
Test: test_lwpoint_set_ordinate() ... passed
Test: test_lwpoint_get_ordinate() ... passed
Test: test_lwpoint_interpolate() ... passed
Test: test_lwline_clip() ... passed
Test: test_lwline_clip_big() ... passed
Test: test_lwmline_clip() ... passed
Test: test_geohash_point() ... passed
Test: test_geohash_precision() ... passed
Test: test_geohash() ... passed
Suite: PostGIS Measures Suite
Test: test_mindistance2d_recursive_tolerance() ... passed
--Run Summary: Type Total Ran Passed Failed
suites 2 2 n/a 0
tests 14 14 14 0
asserts 84 84 84 0
Creating spatial db postgis_reg
TMPDIR is /tmp/pgis_reg_15328
PostgreSQL 8.3.7 on i686-pc-linux-gnu, compiled by GCC gcc (GCC) 4.1.2 20080704 (Red Hat 4.1.2-44)
Postgis 1.4.0SVN - 2009-05-25 20:21:55
GEOS: 3.1.0-CAPI-1.5.0
PROJ: Rel. 4.6.1, 21 August 2008
Running tests
loader/Point.............. ok
loader/PointM.............. ok
loader/PointZ.............. ok
loader/MultiPoint.............. ok
loader/MultiPointM.............. ok
loader/MultiPointZ.............. ok
loader/Arc.............. ok
loader/ArcM.............. ok
loader/ArcZ.......... ok
loader/Polygon.............. ok
loader/PolygonM.............. ok
loader/PolygonZ.............. ok
regress. ok
regress_index. ok
regress_index_nulls. ok
lwgeom_regress. ok
regress_lrs. ok
removepoint. ok
setpoint. ok
simplify. ok
snaptogrid. ok
affine. ok
wkt. ok
measures. ok
long_xact. ok
ctors. ok
sql-mm-serialize. ok
sql-mm-circularstring. ok
sql-mm-compoundcurve. ok
sql-mm-curvepoly. ok
sql-mm-general. ok
sql-mm-multicurve. ok
sql-mm-multisurface. ok
geojson. ok
gml. ok
svg. ok
kml. ok
regress_ogc. ok
regress_bdpoly. ok
regress_proj. ok
regress_ogc_cover. ok
regress_ogc_prep. ok
Run tests: 42
Failed: 0</programlisting>
</sect2>
<sect2>
<title>Installation</title>
<para>
To install PostGIS, type
</para>
<para>
<command>make install</command>
</para>
<para>
This will copy the PostGIS installation files into their appropriate
subdirectory specified by the <command>--prefix</command> configuration
parameter. In particular:
</para>
<itemizedlist>
<listitem>
<para>
The loader and dumper binaries are installed in
<filename>[prefix]/bin</filename>.
</para>
</listitem>
<listitem>
<para>
The SQL files, such as <filename>postgis.sql</filename>, are
installed in <filename>[prefix]/share/contrib</filename>.
</para>
</listitem>
<listitem>
<para>
The PostGIS libraries are installed in
<filename>[prefix]/lib</filename>.
</para>
</listitem>
</itemizedlist>
<para>
If you previously ran the <command>make comments</command> command to
generate the <filename>postgis_comments.sql</filename> file, install the
sql file by running
</para>
<para>
<command>make comments-install</command>
</para>
<note>
<para>
<filename>postgis_comments.sql</filename> was separated from the
typical build and installation targets since with it comes the extra
dependency of <command>xsltproc</command>.
</para>
</note>
</sect2>
</sect1>
<sect1>
<title>Create a spatially-enabled database</title>
<para>
The first step in creating a PostGIS database is to create a simple
PostgreSQL database.
</para>
<para>
<command>createdb [yourdatabase]</command>
</para>
<para>
Many of the PostGIS functions are written in the PL/pgSQL procedural
language. As such, the next step to create a PostGIS database is to enable
the PL/pgSQL language in your new database. This is accomplish by the
command
</para>
<para>
<command>createlang plpgsql [yourdatabase]</command>
</para>
<para>
Now load the PostGIS object and function definitions into your database by
loading the <filename>postgis.sql</filename> definitions file (located in
<filename>[prefix]/share/contrib</filename> as specified during the
configuration step).
</para>
<para>
<command>psql -d [yourdatabase] -f postgis.sql</command>
</para>
<para>
For a complete set of EPSG coordinate system definition identifiers, you
can also load the <filename>spatial_ref_sys.sql</filename> definitions
file and populate the <varname>spatial_ref_sys</varname> table. This will
permit you to perform ST_Transform() operations on geometries.
</para>
<para>
<command>psql -d [yourdatabase] -f spatial_ref_sys.sql</command>
</para>
<para>
If you wish to add comments to the PostGIS functions, the final step is to
load the <filename>postgis_comments.sql</filename> into your spatial
database. The comments can be viewed by simply typing <command>\dd
[function_name]</command> from a <command>psql</command> terminal window.
</para>
<para>
<command>psql -d [yourdatabase] -f postgis_comments.sql</command>
</para>
</sect1>
<sect1 id="templatepostgis">
<title>Create a spatially-enabled database from a template</title>
<para>
Some packaged distributions of PostGIS (in particular the Win32 installers
for PostGIS &gt;= 1.1.5) load the PostGIS functions into a template
database called <varname>template_postgis</varname>. If the
<varname>template_postgis</varname> database exists in your PostgreSQL
installation then it is possible for users and/or applications to create
spatially-enabled databases using a single command. Note that in both
cases, the database user must have been granted the privilege to create
new databases.
</para>
<para>
From the shell:
</para>
<programlisting># createdb -T template_postgis my_spatial_db</programlisting>
<para>
From SQL:
</para>
<programlisting>postgres=# CREATE DATABASE my_spatial_db TEMPLATE=template_postgis</programlisting>
</sect1>
<sect1 id="upgrading">
<title>Upgrading</title>
<para>
Upgrading existing spatial databases can be tricky as it requires
replacement or introduction of new PostGIS object definitions.
</para>
<para>
Unfortunately not all definitions can be easily replaced in a live
database, so sometimes your best bet is a dump/reload process.
</para>
<para>
PostGIS provides a SOFT UPGRADE procedure for minor or bugfix releases,
and an HARD UPGRADE procedure for major releases.
</para>
<para>
Before attempting to upgrade postgis, it is always worth to backup your
data. If you use the -Fc flag to pg_dump you will always be able to
restore the dump with an HARD UPGRADE.
</para>
<sect2 id="soft_upgrade">
<title>Soft upgrade</title>
<para>
Soft upgrade consists of sourcing the postgis_upgrade.sql script in your
spatial database:
</para>
<programlisting>$ psql -f postgis_upgrade.sql -d your_spatial_database</programlisting>
<para>
If a soft upgrade is not possible the script will abort and you will be
warned about HARD UPGRADE being required, so do not hesitate to try a
soft upgrade first.
</para>
<note>
<para>
If you can't find the <filename>postgis_upgrade.sql</filename> file
you are probably using a version prior to 1.1 and must generate that
file by yourself. This is done with the following command:
</para>
<programlisting>$ utils/postgis_proc_upgrade.pl postgis.sql &gt; postgis_upgrade.sql</programlisting>
</note>
</sect2>
<sect2 id="hard_upgrade">
<title>Hard upgrade</title>
<para>
By HARD UPGRADE we intend full dump/reload of postgis-enabled databases.
You need an HARD UPGRADE when postgis objects' internal storage changes
or when SOFT UPGRADE is not possible. The
<link linkend="release_notes">Release Notes</link>
appendix reports for each version whether you need a dump/reload (HARD
UPGRADE) to upgrade.
</para>
<para>
PostGIS provides an utility script to restore a dump produced with the
pg_dump -Fc command. It is experimental so redirecting its output to a
file will help in case of problems. The procedure is as follow:
</para>
<para>
Create a "custom-format" dump of the database you want to upgrade (let's
call it "olddb")
</para>
<programlisting>$ pg_dump -Fc olddb &gt; olddb.dump</programlisting>
<para>
Restore the dump contextually upgrading postgis into a new database. The
new database doesn't have to exist. postgis_restore accepts createdb
parameters after the dump file name, and that can for instance be used
if you are using a non-default character encoding for your database.
Let's call it "newdb", with UNICODE as the character encoding:
</para>
<programlisting>$ sh utils/postgis_restore.pl postgis.sql newdb olddb.dump -E=UNICODE &gt; restore.log</programlisting>
<para>
Check that all restored dump objects really had to be restored from dump
and do not conflict with the ones defined in postgis.sql
</para>
<programlisting>$ grep ^KEEPING restore.log | less</programlisting>
<para>
If upgrading from PostgreSQL &lt; 8.0 to &gt;= 8.0 you might want to
drop the attrelid, varattnum and stats columns in the geometry_columns
table, which are no-more needed. Keeping them won't hurt. DROPPING THEM
WHEN REALLY NEEDED WILL DO HURT !
</para>
<programlisting>$ psql newdb -c "ALTER TABLE geometry_columns DROP attrelid"
$ psql newdb -c "ALTER TABLE geometry_columns DROP varattnum"
$ psql newdb -c "ALTER TABLE geometry_columns DROP stats"</programlisting>
<para>
spatial_ref_sys table is restore from the dump, to ensure your custom
additions are kept, but the distributed one might contain modification
so you should backup your entries, drop the table and source the new
one. If you did make additions we assume you know how to backup them
before upgrading the table. Replace of it with the new one is done like
this:
</para>
<programlisting>$ psql newdb
newdb=&gt; drop spatial_ref_sys;
DROP
newdb=&gt; \i spatial_ref_sys.sql</programlisting>
</sect2>
</sect1>
<sect1>
<title>Common Problems</title>
<para>
There are several things to check when your installation or upgrade
doesn't go as you expected.
</para>
<orderedlist>
<listitem>
<para>
Check that you you have installed PostgreSQL 8.1 or newer, and that
you are compiling against the same version of the PostgreSQL source as
the version of PostgreSQL that is running. Mix-ups can occur when your
(Linux) distribution has already installed PostgreSQL, or you have
otherwise installed PostgreSQL before and forgotten about it. PostGIS
will only work with PostgreSQL 8.1 or newer, and strange, unexpected
error messages will result if you use an older version. To check the
version of PostgreSQL which is running, connect to the database using
psql and run this query:
</para>
<programlisting>SELECT version();</programlisting>
<para>
If you are running an RPM based distribution, you can check for the
existence of pre-installed packages using the <command>rpm</command>
command as follows: <command>rpm -qa | grep postgresql</command>
</para>
</listitem>
</orderedlist>
<para>
Also check that configure has correctly detected the location and version
of PostgreSQL, the Proj4 library and the GEOS library.
</para>
<orderedlist>
<listitem>
<para>
The output from configure is used to generate the
<filename>postgis_config.h</filename> file. Check that the
<varname>POSTGIS_PGSQL_VERSION</varname>,
<varname>POSTGIS_PROJ_VERSION</varname> and
<varname>POSTGIS_GEOS_VERSION</varname> variables have been set
correctly.
</para>
</listitem>
</orderedlist>
</sect1>
<sect1>
<title>JDBC</title>
<para>
The JDBC extensions provide Java objects corresponding to the internal
PostGIS types. These objects can be used to write Java clients which query
the PostGIS database and draw or do calculations on the GIS data in
PostGIS.
</para>
<orderedlist>
<listitem>
<para>
Enter the <filename>java/jdbc</filename> sub-directory of the PostGIS
distribution.
</para>
</listitem>
<listitem>
<para>
Run the <filename>ant</filename> command. Copy the
<filename>postgis.jar</filename> file to wherever you keep your java
libraries.
</para>
</listitem>
</orderedlist>
<para>
The JDBC extensions require a PostgreSQL JDBC driver to be present in the
current CLASSPATH during the build process. If the PostgreSQL JDBC driver
is located elsewhere, you may pass the location of the JDBC driver JAR
separately using the -D parameter like this:
</para>
<programlisting># ant -Dclasspath=/path/to/postgresql-jdbc.jar</programlisting>
<para>
PostgreSQL JDBC drivers can be downloaded from
<ulink url="http://jdbc.postgresql.org">
http://jdbc.postgresql.org
</ulink>
.
</para>
</sect1>
<sect1>
<title>Loader/Dumper</title>
<para>
The data loader and dumper are built and installed automatically as part
of the PostGIS build. To build and install them manually:
</para>
<programlisting># cd postgis-&last_release_version;/loader
# make
# make install</programlisting>
<para>
The loader is called <filename>shp2pgsql</filename> and converts ESRI
Shape files into SQL suitable for loading in PostGIS/PostgreSQL. The
dumper is called <filename>pgsql2shp</filename> and converts PostGIS
tables (or queries) into ESRI Shape files. For more verbose documentation,
see the online help, and the manual pages.
</para>
</sect1>
</chapter>