PostgreSQL

PostgreSQL

Install PostgreSQL (Windows)

Before starting Cheel ERP, you must have installed a database management system. Database installation is an operation that is usually performed by an IT professional or a user with the necessary technical knowledge.

If you are working on a network, it is recommended that you install the PostgreSQL database management system on your server. If you are not connected to a local network, you can install PostgreSQL on your computer.

Download PostgreSQL

  1. To download PostgreSQL, open the following page: https://www.postgresql.org/download/
  2. Select the operating system of the computer where you want to install PostgreSQL (Windows, macOS, Linux, BSD, Solaris). In this documentation, we install PostgreSQL on Windows.

Install PostgreSQL

  1. Start the installer
  2. In the Component Selection step, select all components.


  3. In step 4, you can keep the default port: 5432 , and Cheel will be able to connect automatically. If you change the port, you will need to specify the new port in Cheel's connection settings.

  4. Complete all installation steps

Configure PostgreSQL

pgAdmin 4 is the PostgreSQL administration utility. It is automatically available if you accepted all components during installation.

  1. Start pgAdmin 4

  2. Click on Servers(1), Register, Server

  3. Enter a server name, for example "Cheel"

  4. Specify the connection parameters, then save the server.
    - Host: if the server is installed on this computer, you can specify localhost
    - Database maintenance: you can keep PostgreSQL
     - Username: the default username is postgresql
     - Password: The password is the one you entered during installation.
    - Check the "Save password" option to avoid having to enter it each time

  5. Click Save to save the server. Once the server is saved, the system displays statistical data.


  6. Create a new connection (login). Expand the Cheel server, Login , right-click on Login and select the Create option, Login .

  7. Enter a login name in the General tab and a password in the Definition tab.


  8. In the Privileges tab, activate all the options.


Configure a Cheel ERP database

  1. In the File menu, under Organizations, click on + to add an Organization.
  2. In the Organization creation wizard, at the Select database location step, specify the following connection elements:


    1. Location: Custom Server
    2. Database engine: PostgreSQL
    3. Server: <localhost> or <IP address> or <PostgreSQL server name>
    4. Port: If the port is 5432, it is optional. It is required if you defined a different port during installation or in pgAdmin 4.

Allow access from other computers

By default, PostgreSQL does not allow access from other computers. To access it from other workstations, you must first configure the firewall and allow communication from other machines using a configuration file. After configuration, you must restart the PostgreSQL services.

Open port 5432 in the Windows firewall

  1. Run wf.msc to start the Windows Firewall
  2. Create a new Inbound Traffic Rule
    1. Type: Port
    2. Protocol: TCP
    3. Specific local port: 5432 (or the one you defined in the PostgreSQL configuration)
    4. Allow connection
    5. When: Estate and Private
    6. Name the rule (for example, PostgreSQL)

Configure postgresql.conf

  1. Edit C:\Program Files\PostgreSQL\<version>\data\ postgresql.conf
  2. Make sure the following line exists:
    1. listen_addresses = '*'

Configure pg_hba.conf

  1. Edit C:\Program Files\PostgreSQL\<version>\data\ pg_hba.conf
  2. Add the following line to the IPv4 zone
    1. host all all 0.0.0.0/0 md5
      (or just the IP address of authorized computers)

Restart PostgreSQL services

  1. Run services.msc to start the Windows Services console
  2. Locate the PostSQL services
  3. Stop and then start the PostSQL services