F. E. C. O.

 

            FECO:

Postgres#1

            PRODUCT:

Windows , Postgres 8.2

            PRODUCT WEB SITE:

N/A

            RELEASE DATE:

 

            ESTIMATED MAN HOURS:

N/A

            CLASS OF CHANGE:

INFORMATIONAL

            REASON FOR CHANGE:

 

            RELATED FECO/AB:

 

 

Installing PostgreSQL on Windows for use with Quantum Financials

 

                                                                                                           

 

1.         Note

 

Throughout this FECO a carriage return is shown either by the symbol ¿ or <CR>. A space in a string is shown by the symbol Ñ, all other spaces are purely cosmetic

 

2.         Prerequisites

 

PostgreSQL for windows 8.2 (or later)

Administrative User password available

PC / SERVER with Windows 2000 / 2003 / XP installed

 

3.         Installing PostgreSQL

 

3.1       Login to the machine as the local administrator (not Domain Administrator). Insert the CDROM with the PostgreSQL for Windows software on it into the CDROM    drive.

 

3.2       Explore the CDROM DRIVE by selecting my computer, CDROM drive and run the postgresql-8.x installer file by double clicking on it (with the left mouse button)

 

3.3             The first screen displayed welcomes you to the PostgreSQL installation wizard and

prompts you to select the language for the installation. The default language is set to English / English and there is no need to modify this. Select ‘Start’ to proceed

 

3.4       You will now be advised that it is recommended that you exit any programs that are

currently running. Close any additional active programs and select Next to continue

 

3.5       The PostgreSQL installation notes is the next screen to be displayed

 

           

 

            Once you have read the notes select next to continue

 

3.6       The installation options screen is now displayed

 

           

 

            If you are amending the path PostgreSQL is installed into you need to do it here.  You

should browse to the path you wish to install into and select OK. It is recommended you install into a different path e.g c:\postgres. Select Next to continue

3.7       The next screen displayed is the Service configuration screen. As we want PostgreSQL to start immediately when the system reboots we will install it as a service.

 

           

 

            The Account Domain will be different for each system (it will be the NetBIOS name of the system) and all you need to specify is the password to be used for the postgres user. The default password for the postgres user is postgres. Enter and confirm the password and select Next.

 

3.8       The Initialise database cluster screen is now displayed

 

           

 

 

Select ‘Accept connections on all addresses, not just localhost’ , change the encoding to LATIN1 and enter and confirm the password for the postgres database user of ‘postgres’. Select Next to continue.

 

3.9             You will be advised that you need to amend the pg_hba.conf file to allow connections

            from external network addresses. Select OK

 

3.10         The Enable procedural language screen is then displayed

 

 

Select Next to continue

 

3.11         You will now have the enable contrib modules  screen displayed. Select Next to continue.

 

3.12         You are now ready to install PostgreSQL, select Next and the installation will start

 

3.13         Once the installation is complete, select Finish and reboot the system.

 

3.14         Once the server has rebooted you need to configure who can access the machine. To do this select start, programs, PostgreSQL, configuration files and edit pg_hba.conf. You need to add a line in to allow connections from the network you wish to connect from e.g for users on a network who’s network is 192.168.96.0/24 the line would be

 

# IPv4 local connections:

host             all                 all         127.0.0.1/32                      md5 (existing line)

host             all                 all          192.168.96.0/24                md5

 

If there are multiple networks connecting to the server, there should be multiple entries in the configuration file. Do not use 0.0.0.0/0 as an IP address to connect from as this will allow connections from anywhere. Once the amendment has been done, select File and save.

 

3.15    To bring the changes into effect you need to reload the configuration. To do this select start, programs, PostgreSQL and reload configuration. The new configuration will then be active.

 

4          Accessing the PostgreSQL databases

 

When PostgreSQL for windows is installed you have 3 simple ways to access the databases.

 

4.1             psql to postgres

To get to the psql to postgres screen select start, programs, PostgreSQL and psql to postgres.

 

 

This screen gives you a direct connection into the postgres database. You can execute all of the PostgreSQL database commands from here with superuser permissions.

 

4.2             Command prompt

To get to the command prompt screen select start, programs, PostgreSQL and command prompt. This will bring up a dos window and you will be in the bin directory of where ever your PostgreSQL is installed into.

You can execute any of the standard psql commands here such as pg_dump, pg_restore and psql. This can be used to test database connections

 

4.3             Pgadmin III

To get to the Pgadmin III screen select start, programs, PostgreSQL and Pgadmin III. Pgadmin is a standard tool for accessing PostgreSQL databases on Windows and Linux. The software can be used to amend tables and permissions using a GUI interface rather than using the command line in PostgreSQL.

Please refer to the online documentation for further information (http://www.pgadmin.org/docs)

 

5                    Backing up the PostgreSQL Databases

 

5.1             When the Windows server is backed up the PostgreSQL binaries and databases should also be included within the backup. In the event of a major system problem the tape backup can then be restored to the system in it’s entirety. If you require a more selective restore of the data then you need to dump the databases using pg_dump.

 

 

5.2             A batch file should be created and the databases should be dumped using the pg_dump command to a directory / drive  before they are backed up to tape. An example of a simple batch file is shown below

 

C:\ Edit Backup.bat

 

cd c:\postgres\bin

pg_dump -Fc -h localhost -U postgres -d template1 > c:\postgres\data\template1.sql

pg_dump -Fc -h localhost -U postgres -d qf1 > c:\postgres\data\qf1.sql

pg_dump -Fc -h localhost -U postgres -d qf1H > c:\postgres\data\qf1H.sql

 

In the example shown the template1,qf1 and qf1H databases are backed up to the data folder in c:\postgres. This directory could then be included on a full system save and the data would be backed up. The batch file could be run manually or as a scheduled task. The batch file should include all databases with the exception of template0.