Installing or upgrading ACL Analytics Exchange PostgreSQL

The following procedure outlines the steps you need to complete to install or upgrade ACL Analytics Exchange PostgreSQL.

Before you begin, you need to save the AX Server installer on the Windows server(s) where you want to install it. Ensure that the ACL Analytics Exchange applications you download and install are the correct edition for your organization, and that all installed applications use the same edition.

To install ACL Analytics Exchange PostgreSQL:

  1. Double-click the AX Server installer file to extract the setup wizard files. The file is named ACLAX<version>_Server_<edition>.

    The <edition> identifier indicates whether the folder contains the non-Unicode or Unicode edition of AX Server.

  2. Select the setup language and click OK.
  3. In the Setup Extraction Location page, select the location to extract the files to or accept the default location, and click Install.

    The default extraction folder is the following subfolder in the Windows Program Files folder, or Program Files (x86) folder on 64-bit servers: ACL Software\Installers\ACLAX<version>_Server_<edition>

  4. A dialog box is displayed indicating that if your ACL Analytics Exchange database will be installed on a separate server from AX Server, it must be installed and configured before you can complete the AX Server installation. Click Yes to proceed with the PostgreSQL installation.
  5. Select PostgreSQL and click Next.
  6. Click Yes in the confirmation dialog box.
  7. If any prerequisites are missing, a dialog box is displayed listing the prerequisites that will be installed. Click Install to start installing the required applications, and follow the prompts on screen to complete each of the setup wizards.
  8. In the Welcome page, click Next.
  9. In the License Agreement page, select I accept the terms in the license agreement and click Next.
  10. In the Destination Folder page, accept the default location where the PostgreSQL database server will be installed, or click Change to modify the default location, and click Next. If you are upgrading from a previous version, do not select the folder where the previous version of the PostgreSQL database server is installed.
  11. In the Configure your ACL Analytics Exchange PostgreSQL database server page do one of the following:

    • Select New Database Server if you want to install and configure the PostgreSQL 9.1 database engine for the first time.

    • Select Upgrade database server if you want to install and configure the new PostgreSQL 9.1 database engine and migrate existing data to the new database.

  12. If you chose Upgrade database server, you need to provide the following information to connect to your existing PostgreSQL database:

    • Database Server – The IP address or server name of the server where the PostgreSQL database server is located. Specify the IP address if the PostgreSQL database server is on the same server as AX Server.

    • Port number – The port number to use to connect to the PostgreSQL database server.

    • Superuser name – Enter the name of the PostgreSQL Superuser account. This account was created with the values you entered in the PostgreSQL database server setup wizard. The default value is postgres.

    • Password – Enter the password for the Superuser account.

    • User name – The name of the PostgreSQL database user account that is used to access the ACL Analytics Exchange database. The setup wizard creates this user account in the database.

    • Password – The password for the PostgreSQL database user account.

  13. Click Next.
    Note

    If any active user connections to the database are detected, a dialog box is displayed listing the connections. You should ensure that all users have logged off, restart the AX Core Apache Geronimo service in Windows Services, and then click the Refresh button. You can only continue with the setup wizard when all connections have been closed. Click Next to continue to the next page in the setup wizard.

  14. In the Service configuration page, enter the following information to configure the PostgreSQL database service:

    • Account name – The name of the Windows account to use to run the service. If the account does not already exist, it will be created as a local user account. You cannot use accounts that belong to the Administrators group on the server. If you use an existing account, the required file system permissions will be assigned and you will be prompted to grant the “Log on as a service” right to the account.

    • Account domain – The name of the Active Directory domain the user account belongs to. If the user account only exists on the local computer, you can enter the computer name in this field.

    • Account password – Enter the password for the user account the service will use. If the user account already exists, you must enter the correct password. If the installer is creating a new account, enter the password you want to use. You must ensure that the password you enter meets any password complexity requirements that are enforced by the Windows operating system. Additionally, your password must not include backslashes (\) or apostrophes (’).

    • Verify password – Entered the password again to verify it.

  15. Click Next.

    If the user account does not exist, the setup wizard displays a message to confirm that the account should be created. Click Yes to create the account.

  16. In the Database Configuration page, enter the following information:

    • Port number – The port number used for communications to and from the PostgreSQL database server.

    • Password – Enter the password for the Superuser account (postgres). Your password must not include backslashes (\) or apostrophes (’).

    • Password (again) – Enter the password again to verify it.

    Note

    You will need to remember and enter the PostgreSQL Superuser account name and password to create the ACL Analytics Exchange database when your run the AX Server setup wizard.

    For information on the options for configuring service accounts, see Understanding service account configuration.

  17. Click Next.
  18. In the SSL certificate information page, enter the following information to create a self-signed security certificate to secure HTTPS connections between PostgreSQL database server and AX Server (and AX Exception if it is installed):

    • Server host name – The hostname of the database server.

    • Department or division name – The division or business unit the certificate is being issued for. For example: Audit

    • Organization Name – The name of your company or organization. For example: ACL Services Ltd.

    • City Name – The city or locality where your company or organization is located. For example: Vancouver

    • State/Province Name – The state or province where your company or organization is located. For example: BC

    • Country code – The two-character country code for the country where your company or organization is located. For example: CA

    • Password – Enter a password of at least 6 characters.

    • Verify Password – Enter the same password again to confirm it.

    For information on how this certificate is used, and for configuration options, see Understanding security certificate configuration.

  19. Click Next.
  20. Click Install.
  21. When the installation process is complete, click Finish.

    The ACL Analytics Exchange Server installation process automatically starts when the PostgreSQL installation is complete. If you do not want to continue, click Cancel.

    If you do want to continue, click Install and see Installing AX Server for PostgreSQL or Upgrading AX Server for PostgreSQL for more information.

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