Merge pull request #11215 from uncch-rdmc/11212_postgres_16

update docs to PostgreSQL 16

Author: ofahimIQSS

doc/release-notes/11212-postgresql-16.md

@@ -0,0 +1,5 @@
+Per <https://www.postgresql.org/support/versioning/> PostgreSQL 13 reaches EOL on 13 November 2025. Our first step toward moving off version 13 was to [switch](https://github.com/gdcc/dataverse-ansible/commit/8ebbd84ad2cf3903b8f995f0d34578250f4223ff) our testing to version 16, as we've [noted](https://dataverse-guide--11215.org.readthedocs.build/en/11215/installation/prerequisites.html#postgresql) in the guides. You are encouraged to start planning your upgrade and may want to review the [Dataverse 5.4 release notes](https://github.com/IQSS/dataverse/releases/tag/v5.4) as the upgrade process (e.g. `pg_dumpall`, etc.) will likely be similar. If you notice any bumps along the way, please let us know!
+
+Dataverse developers [using Docker](https://guides.dataverse.org/en/6.5/container/dev-usage.html) have been using PostgreSQL 17 since Dataverse 6.5 (#10912). (Developers not using Docker who are still on PostgreSQL 13 are encouraged to upgrade.) Older or newer versions should work, within reason.
+
+See also #11212 and #11215.

doc/sphinx-guides/source/developers/classic-dev-env.rst

@@ -113,23 +113,23 @@ Install Service Dependencies Directly on localhost
 Install PostgreSQL
 ^^^^^^^^^^^^^^^^^^
 
-The Dataverse Software has been tested with PostgreSQL versions up to 13. PostgreSQL version 10+ is required.
+The Dataverse Software has been tested with PostgreSQL versions up to 17. PostgreSQL version 10+ is required.
 
-On Mac, go to https://www.postgresql.org/download/macosx/ and choose "Interactive installer by EDB" option. Note that version 13.5 is used in the command line examples below, but the process should be similar for other versions. When prompted to set a password for the "database superuser (postgres)" just enter "password".
+On Mac, go to https://www.postgresql.org/download/macosx/ and choose "Interactive installer by EDB" option. Note that version 16 is used in the command line examples below, but the process should be similar for other versions. When prompted to set a password for the "database superuser (postgres)" just enter "password".
 
 After installation is complete, make a backup of the ``pg_hba.conf`` file like this:
 
-``sudo cp /Library/PostgreSQL/13/data/pg_hba.conf /Library/PostgreSQL/13/data/pg_hba.conf.orig``
+``sudo cp /Library/PostgreSQL/16/data/pg_hba.conf /Library/PostgreSQL/16/data/pg_hba.conf.orig``
 
 Then edit ``pg_hba.conf`` with an editor such as vi:
 
-``sudo vi /Library/PostgreSQL/13/data/pg_hba.conf``
+``sudo vi /Library/PostgreSQL/16/data/pg_hba.conf``
 
 In the "METHOD" column, change all instances of "scram-sha-256" (or whatever is in that column) to "trust". This will make it so PostgreSQL doesn't require a password.
 
-In the Finder, click "Applications" then "PostgreSQL 13" and launch the "Reload Configuration" app. Click "OK" after you see "server signaled".
+In the Finder, click "Applications" then "PostgreSQL 16" and launch the "Reload Configuration" app. Click "OK" after you see "server signaled".
 
-Next, to confirm the edit worked, launch the "pgAdmin" application from the same folder. Under "Browser", expand "Servers" and double click "PostgreSQL 13". When you are prompted for a password, leave it blank and click "OK". If you have successfully edited "pg_hba.conf", you can get in without a password.
+Next, to confirm the edit worked, launch the "pgAdmin" application from the same folder. Under "Browser", expand "Servers" and double click "PostgreSQL 16". When you are prompted for a password, leave it blank and click "OK". If you have successfully edited "pg_hba.conf", you can get in without a password.
 
 On Linux, you should just install PostgreSQL using your favorite package manager, such as ``yum``. (Consult the PostgreSQL section of :doc:`/installation/prerequisites` in the main Installation guide for more info and command line examples). Find ``pg_hba.conf`` and set the authentication method to "trust" and restart PostgreSQL.
 

doc/sphinx-guides/source/installation/installation-main.rst

@@ -22,7 +22,7 @@ You should have already downloaded the installer from https://github.com/IQSS/da
 
 Unpack the zip file - this will create the directory ``dvinstall``.
 
-**Important:** The installer will need to use the PostgreSQL command line utility ``psql`` in order to configure the database. If the executable is not in your system PATH, the installer will try to locate it on your system. However, we strongly recommend that you check and make sure it is in the PATH. This is especially important if you have multiple versions of PostgreSQL installed on your system. Make sure the psql that came with the version that you want to use with your Dataverse installation is the first on your path. For example, if the PostgreSQL distribution you are running is installed in  /Library/PostgreSQL/13, add /Library/PostgreSQL/13/bin to the beginning of your $PATH variable. If you are *running* multiple PostgreSQL servers, make sure you know the port number of the one you want to use, as the installer will need it in order to connect to the database (the first PostgreSQL distribution installed on your system is likely using the default port 5432; but the second will likely be on 5433, etc.) Does every word in this paragraph make sense? If it does, great - because you definitely need to be comfortable with basic system tasks in order to install the Dataverse Software. If not - if you don't know how to check where your PostgreSQL is installed, or what port it is running on, or what a $PATH is... it's not too late to stop. Because it will most likely not work. And if you contact us for help, these will be the questions we'll be asking you - so, again, you need to be able to answer them comfortably for it to work. 
+**Important:** The installer will need to use the PostgreSQL command line utility ``psql`` in order to configure the database. If the executable is not in your system PATH, the installer will try to locate it on your system. However, we strongly recommend that you check and make sure it is in the PATH. This is especially important if you have multiple versions of PostgreSQL installed on your system. Make sure the psql that came with the version that you want to use with your Dataverse installation is the first on your path. For example, if the PostgreSQL distribution you are running is installed in  /Library/PostgreSQL/16, add /Library/PostgreSQL/16/bin to the beginning of your $PATH variable. If you are *running* multiple PostgreSQL servers, make sure you know the port number of the one you want to use, as the installer will need it in order to connect to the database (the first PostgreSQL distribution installed on your system is likely using the default port 5432; but the second will likely be on 5433, etc.) Does every word in this paragraph make sense? If it does, great - because you definitely need to be comfortable with basic system tasks in order to install the Dataverse Software. If not - if you don't know how to check where your PostgreSQL is installed, or what port it is running on, or what a $PATH is... it's not too late to stop. Because it will most likely not work. And if you contact us for help, these will be the questions we'll be asking you - so, again, you need to be able to answer them comfortably for it to work.
 
 **It is no longer necessary to run the installer as root!**
 

doc/sphinx-guides/source/installation/prerequisites.rst

@@ -97,21 +97,21 @@ Also note that Payara may utilize more than the default number of file descripto
 PostgreSQL
 ----------
 
-PostgreSQL 13 is recommended because it's the version we test against. Version 10 or higher is required because that's what's `supported by Flyway <https://documentation.red-gate.com/fd/postgresql-184127604.html>`_, which we use for database migrations.
+PostgreSQL 16 is recommended because it's the version we test against. Version 10 or higher is required because that's what's `supported by Flyway <https://documentation.red-gate.com/fd/postgresql-184127604.html>`_, which we use for database migrations.
 
 You are welcome to experiment with newer versions of PostgreSQL, but please note that as of PostgreSQL 15, permissions have been restricted on the ``public`` schema (`release notes <https://www.postgresql.org/docs/release/15.0/>`_, `EDB blog post <https://www.enterprisedb.com/blog/new-public-schema-permissions-postgresql-15>`_, `Crunchy Data blog post <https://www.crunchydata.com/blog/be-ready-public-schema-changes-in-postgres-15>`_). The Dataverse installer has been updated to restore the old permissions, but this may not be a long term solution.
 
 Installing PostgreSQL
 =====================
 
-*For example*, to install PostgreSQL 13 under RHEL7/derivative::
+*For example*, to install PostgreSQL 16 under RHEL9/derivative::
 
-	# yum install -y https://download.postgresql.org/pub/repos/yum/reporpms/EL-7-x86_64/pgdg-redhat-repo-latest.noarch.rpm
+	# yum install -y https://download.postgresql.org/pub/repos/yum/reporpms/EL-9-x86_64/pgdg-redhat-repo-latest.noarch.rpm
 	# yum makecache fast
-	# yum install -y postgresql13-server
-	# /usr/pgsql-13/bin/postgresql-13-setup initdb
-	# /usr/bin/systemctl start postgresql-13
-	# /usr/bin/systemctl enable postgresql-13
+	# yum install -y postgresql16-server
+	# /usr/pgsql-16/bin/postgresql-16-setup initdb
+	# /usr/bin/systemctl start postgresql-16
+	# /usr/bin/systemctl enable postgresql-16
 
 For RHEL8/derivative the process would be identical, except for the first two commands: you would need to install the "EL-8" yum repository configuration and run ``yum makecache`` instead.
 
@@ -149,7 +149,7 @@ Configuring Database Access for the Dataverse Installation (and the Dataverse So
 
 - **Important: PostgreSQL must be restarted** for the configuration changes to take effect! On RHEL7/derivative and similar (provided you installed Postgres as instructed above)::
 
-        # systemctl restart postgresql-13
+        # systemctl restart postgresql-16
 
   On MacOS X a "Reload Configuration" icon is usually supplied in the PostgreSQL application folder. Or you could look up the process id of the PostgreSQL postmaster process, and send it the SIGHUP signal::
 

scripts/installer/README_python.txt

@@ -39,15 +39,15 @@ in your PATH. If you have multiple versions of PostgresQL installed,
 make sure the version that you will be using with Dataverse is the
 first on your PATH. For example,
 
-   PATH=/usr/pgsql-13/bin:$PATH; export PATH
+   PATH=/usr/pgsql-16/bin:$PATH; export PATH
 
 Certain libraries and source include files, both for PostgresQL and
 Python, are also needed to compile the module. On
 RedHat/CentOS/etc. you may need to install the -devel packages, *for
 the specific versions* of PostgreSQL and Python you will be using. For
 example:
 
-	yum install postgresql13-devel
+	yum install postgresql16-devel
 	yum install python37-devel
 	etc.