To have a PostgreSQL database for Visure, we need to create a database, schema, and tablespaces.
Start by opening pgAdmin.
1. Creating the Tablespaces.
Create 2 tablespaces, one for “tables” (data) and the other for the “indexes”.
On the Definition tab, we will need to set an absolute path where data files will be stored (do not use the same path for both tablespaces; each tablespace must have its own folder).
The path must be an existing folder; otherwise, you will not be able to create the tablespace.
NOTE: If you are getting an error, ensure that the PostgreSQL user has full access rights over these folders. In a local environment, you may need to give full access to all users to these folders.
2. Creating the database.
Right-click on top of the Databases folder and select Create > Database..…
You may leave PostgreSQL as an owner or choose another user with the corresponding access rights.
In the Definition tab, select WIN1252 in the Encoding field. Choose “template0”.
3. Creating the Schema
Navigate to the new database, and expand the different components.
Right-click on Schemas and select Create > Schema. Give a name to the schema that you have created.
4. Connecting to the Visure Server
Execute Visure Requirements ALM 7 Server and click on Connections / Add new connection and
select PostgreSQL ODBC Driver (ANSI).
The PostgreSQL drivers may be installed with pgAdmin and the PostgreSQL database. If you do not have them available, please go through the installation process again and select the 64-bits drivers (we recommend the version 16).
To install the drivers, use the following links:
Enter the corresponding information:
- Server: You may find the server name right-clicking on top of the database, selecting Properties… and looking in the Connection tab, Host name/address field
- Username and Password: This is your PostgreSQL user and password
- Database: The name of the database created in step 2.
- Schema: The name of the schema created in step 3.
- SSL Mode: Unless directed by your db admin, leave this option as disable.
- Tablespace for Tables and tablespace for indexes: These are the tablespace names created in step 1.
Once entered all the information, click on Next> to create the Visure tables.
Once completed, Visure will notify you that the database was successfully created. Now you can click on Finish.
In the connection details (after clicking on Finish), set a name for the connection (it is recommended to use the same name as the database, like VisureDB for this example):
Then, click on Test (), and if the result says Connection successful, click on Save:
You should be able to see your new connection listed and with the checkbox enabled:
All Visure Connections are only read at the service start. Meaning that to start this connection, the following needs to be done:
- First, click on OK and save the actual connection created.
- Second, restart the Visure Service, which can be done in the same application or through the services in Windows.
- To restart in the app, use the stop button (
) in the Service tab, then use the refresh button (
) until the label says "Stopped" (
). Now you can start the service by clicking on the start button (
) and again on the refresh button (
) until the label says "Running" (
).
- To restart using the services on Windows, locate the service called Visure ALM 8 Server and click on Restart.
- To restart in the app, use the stop button (
- After the service starts, the connection should be available and ready to use.
You may now log in to the Administration Center using the admin user to create your first project. By default, the password is empty.
5. Troubleshooting
4.1 Database is not showing in the dropdown
If you run into problems while trying to set up the connection, please ensure the following:
- The password for the user "postgres" is correct.
- To do so, just log out and log back into pgAdmin:
- Your credentials will be requested again.
- To do so, just log out and log back into pgAdmin:
- Make sure that the password for the "postgres" user doesn't contain any special character.
- Postgres is known to not recognize by default characters like
- $ # @ & % · $ ~ € !
- If such a scenario was the case, remove those and use a password that contains a mixture of numbers and upper and lower case.
- Postgres is known to not recognize by default characters like
- After reviewing the previous point, please attempt to establish the connection once more.
4.2 Connection created, but not listed in Visure Connections
If you made some mistakes or have problems, you will not be able to see the connection in the list from the Visure Server.
- Use the icon of a database with an arrow (
). This option allows adding existing connections.
- Follow the guide from step 3 in this article until finished (you might notice that this time the file groups are not required).
If you experience any issue configuring this, please reach out to our support team by emailing support@visuresolutions.com.
Comments
2 comments
Is it possible to migrate projects from MSSQL to PostgreSQL?
Yes, this can be done via repository templates:
https://visuresolutions.zendesk.com/hc/en-us/articles/115004395088-How-can-I-export-and-import-a-repository-template
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